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, ;.ti i Project BRIDGES Literature Review on the Relationship Between Facilities and Achievement September 17, 1986 Prepared by Mary Joy Pigozzi, IIR 3nstitute Por Otgrnado nal 2cah Jnc.

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Page 1: Project BRIDGES Literature Review on the Relationship

, ;.ti i

Project BRIDGES

Literature Review on the Relationship Between

Facilities and Achievement

September 17, 1986

Prepared by Mary Joy Pigozzi, IIR

3nstitute PorOtgrnadonal 2cah Jnc.

Page 2: Project BRIDGES Literature Review on the Relationship

BRIDGES FACILITIES REVIEW OUTLINE

INTRODUCTION

STRUCTURE OF THE REVIEW

CONCEPTUAL APPROACH Role of Facilties and Equipment in Education Definitions o PhysicalFacilities o Equipment o Achievement Issues That Could Be Addressed from Findings o Access and Equity * Internal Efficiency o ExternalEfficiency o Costs and Financing

FINDINGS FROM THE LITERATURE Facilities as Part of an Education System o School location * Journey to school School Facilities * Building costs and design e Condition of Schcol buildings o Vore efficient use of facilities o Specialized school facilities Within the Classroom o Seating position * Desks and instructional media * Equipment o Density, privacy, and noise Relationship betwkee Third World and Early-Industrialized Country Findings Summary of Finding., from the Research

LIMITATIONS Lack of Data Lack of Control Reliability of Transferring Knowledge

WHY PROCEED?

FRUITFUL RESEARCH INVESTMENTS

Page 3: Project BRIDGES Literature Review on the Relationship

REVIEW ON RELATIONSHIPS BETWEEN

FACILITIES AND ACHIEVENIENT

Introduction

The primary purpose of this review is to identify the influence that facilities and

equipment have on academic achievement in the Third World schools. This review

summarizes what is currently reported in the literature and ideicifies promising areas

for further investigation. It also identifies which of these areas are more likely to

provide information relevant the goals and objectives of the BRIDGES project. The

review is designed with a long-term objective of providing accurate and practical

information to policymakers and planners making investment decisions in Third World

education systems. It is recognized that these countries often are faced with un­

changing or decreasing shares of their sparse national budgets available for education

and that specific investment decisions will have to be based on accurate information

'regarding the relative costs and benefits of availab!, investments.

This review primarily relies on research specific to Third World countries.

Information regarding the influence of facilities and equipment on achievement in early­

industrialized countries is included where relevant. Reasons for thL are discussed in

the section entitled "Findings from the Literature".

Inclusion of reports in this review was based ou two major sources, searches of

computerized data bases accessible through the DIALOG system and materials collected

from individuals professionally active in this domain of research. Very little fugitive

(unpublished) literature was obtained because the one month level of effort allocated to

this particular review did not allow sufficient time for this to be included.

Page 4: Project BRIDGES Literature Review on the Relationship

As a result, there were veryVery little literature addressed this topic directly.

few summaries of existing literature from early-industrialized nations that could serve as

also limited numbers of empirical studies from a foundation for this review. There were

Worldnations. The general scarcity of Thirdeither industrialized or Third World

educational research in available computerized data bases further limited the scope of

this review.

toThis apparent lack of literature on the topic poses serious problems. Attention

are importantfacilities and equipment and their relationships to academic achievement

proportions of nationalbecause facilities, in particular, often receive significant

budgets. Yet, many decisions regarding school facilities and equipment areeducation

Policies and plans for educationapparently based on intuition rather than evidence.

of an education system.should be developed using information from all components

decisions involve allocation of large"This is particularly impurtant when policies and

amounts of financial resources, which is the case with facilities and equipment.

Structure of the Review

This review begins with a description of the conceptual framework used, definitions

of the scope for the literature search, and a summary of education planning issues that

could be addressed by these findings. The second major scction of the review

summarizes the findings from the literature.

A third section summarizes limitations on synthesis from the available

fourth section gives a rationale for focusing on facilities and theirdocumentation. The

policy that canrelationship to academic achievement. In particular, it sets forth areas

2

Page 5: Project BRIDGES Literature Review on the Relationship

be informed by available or new data on the topic. Within the context of all the

information above, the final section provides suggestions for fruitful research

inves;ments related to the topic of this review.

Conceptual Approach

Role of Facilities and Equipment In Education. This review uses the general

,conceptual model of the production of learning as used in the BRIDGES project, which

places facilities in the context of an education system (Figure 1). Facilities in this

model are represented as one component of an education system--a set of interactive

and interdependent components which to together comprise a unified whole. These

interactive components have a shared purpose--to facilitate the development of human

resources through planned learning activities. The question this review addresses is

"What is known about the function of physical facilities in students' academic

achievement?"

Definitions. To ensure a clear understanding of what falls within the purview of

this review, the following general definitions were used for the literature searches.

Attempts were made to be inclusive rather than exclusive in the initial search.

e Physical facilities are those components that are built, installed, or establish­

ed to serve an educational purpose within an education system. This would thus include

items such as schools buildings, science laboratories, vocational/technical laboratories,

water, and toilet facilities. Interested readers are directed to appendix 1 for a more

detailed list of the kinds of items that are considered facilities.

3

Page 6: Project BRIDGES Literature Review on the Relationship

rGl'RF 1 CONCIEPT1I. DI. 0'1~INC PRODUCTION

PDI)ICATJONAT. SYSITM

tiANACTMFNT AND PLANNING

[Jcllool. crrip

IKNIMA.P3m PA ICLIN'Y

MII :-AAl. - -

IAAAVI 1.1 :F1A111 AlsSO I T

-,SOCT L CONTEXT

I - CONMYI'

POIT

Page 7: Project BRIDGES Literature Review on the Relationship

0 Equipment is the set of articles, physical resources, or implements used to

Examoles of educational equipment include support an educational operation or activity.

laboratory equipment, and duplicators.items such as desks, chairs, chalkboards, science

Additional examples are contained in appendix 1.

is to academic success specifically related to the quality0 Achievement limited

There are several ways that achievement can be and quantity of a student's work.

World education. Its primary measure is throughmeasured in the context of Third

standard. It is also recognized, however, that dropout,a

might a!3o reflect achievement and so relationships were

performance against given

repetition, and passage rates

sought between facilities and equipment and these rates.

systems areaddressed from findings. Third World educationIssues that could be

problems of low quality and insufficient educational opportunities'frequently faced with

Information about the relationships between achievement for the school-age population.

could be used to solve problems related to the followingand facilities and equipment

and costs­four issue areas: access and equity, internal efficiency, external efficiency,

are defined immediately below.and financing. These

education program to * External efficiency refers to the relevance of the

a... oipated activities of students when they leave school.

to to which the education system is * Internal efficiency relates the degree

use of resources and operating in a cost-effective manner.making the best

5

Page 8: Project BRIDGES Literature Review on the Relationship

* Access and equity refer to two related conicepts. Access is concerned with

the ability to enter school. Equity issues address the distribution of benefits from

education in ilation to characteristics of the students that ,.hey cannot control

themselves.

* Costs and financing issues concern the relative costs of different inputs in

relation to outcomes (costs) and how these costs will be met (jfinancing).

In every economy, but particularly in Third World situations, it is necessary to

optimize the use of available resources while meeting agreed-upon goals and objectives.

Information that assists in increasing efficiency and accesn and equity while reducing

(or maintaining) costs and providing realistic financing opticas, will support rational

planning and decisionmaking which has a key role to play in resource optimization in

the education sector.

Findings From the Literature

It is important to understand how facilities contribute to achievement because

investments in facilities comprise major portions of capital costs of education budgets.

Take for example, two recent education projects for Botswana. In the Fourth Education

Project, which receives financial support from the World Bank S36.2 million of S44.0

million is designated for civil works, furniture, equipment, and vehicles. And, in

USAID's Junior Secondary Education Improvement Project S5.693 million of .a total of

3.2.511 million is designated for construction, vehicles, and commodities.

The dearth of available literature relating achievement to facilities and equipment

has already been mentioned. The findings from the literature search underscore the

6

Page 9: Project BRIDGES Literature Review on the Relationship

there war some limited infor­problem. Nevertheless, the wide range of areas for which

the literature.mation has made it necessary to develop a framework for examining

model, we view facilities subsector as one component of Consistent with the BRIDGES

of learning. It is a subsystem which the system which contributes to the production

where separate but interacting components are importantbe regarded as hierarchy

representation of this conceptualization

can

Figure 2 is a diagrammaticat different scales.

consists of three levels­subsector. The hierarchyof the facilities and equipment

national school, and classroom.

as Part of an Education System. An education system is most often Facilities

traditionalviewed from the perspective of individuals concerned with its most

such as primary and secondary education. It is also possible to viev an subsectors,

place.respect to the locations where educational activities take education system with

was examined. Using this latter approach, the liteiature that addresses school location

arise from the available literature: What is the relationshiptwo important questions

the relationshipsof a school, and what arebetween achievement and the existence

access of a school?between achievement and the location and

data bases cited earlier revealed no studies or reviews An extensive search of the

schooland its relationship to school location or specifically addressing -achievement

mapping activities exist. It is a common mapping, although numerous examples of school

to effective educationalhowever, that there is a relationship between accessassumption,

type. For this reason manyto a school building of someopportunities and access

goal of theseout worldwide. The majorschool mapping activities have been carried

and maintain a more rational distribution of schools and has been to establish

School distribution is often considered with

activities

other inputs within an education system.

7

Page 10: Project BRIDGES Literature Review on the Relationship

FIGURE 2 FACILITIES AND EQUIPMENT HIERARCHY

EDUCATION SYSTEMVE

EDUCATION FACILITIES (Schools, Training Colleges, NATIONAL LEVEL

for example)

SCHIOOL FACILITIES (Classrooms, Laboratories, SCHlOOL LEVEL

for example)

WIThIIN THE CLASSROOM (Chalkboards, desks, CLASSROOM LEVEL

for example)

Page 11: Project BRIDGES Literature Review on the Relationship

regard to the locations of present and projected school-age population. As long as

educational opportunities for children are offered through formal schooling, school

closely directly to of indirectly associatedlocation will be and linked issues access and

with achievement-it is generally assumed to be impossible to achieve in school if a

For this reason it is assumed, withouttraditional school structure is not available.

question, that school location is important.

School location is also important because of the journey to school. There is

substantial anecdotal information conceriing the problems associated with journey to

school in the Third World. Evidence on the relationship between the length of journey

is toto school and achievement, however, is sparse. There only marginal evidence

support the hypothesis that students who walk over* an hour a day will perform less

well. Gould (1973) suggests some support for this hypothesis from a study conducted in

Thailand. He also notes that research from El Salvador, Kenya, and Uganda suggests

hat distance from school does not affect learning. There is some evidence to suggest

that extreme distances may be associated with lack of achievement in the Third World

(Heyneman, 1976). Information available on distance to school in the US argues that

long travel time results in fatigue and affects motivation and aspirations (Seager, 1980).

No research studies were found to support this contention. Thus, research both support

and negates the argument that achievement is negatively correlated with distance to

school. One can conclude from this that there is no readily available information to

direct those involved in school location planning with regard to students' journey to

school.

Are school buildings essential to educational achievement? Distance education

proponent have long been concerned with questions of the ability of distance education

9

Page 12: Project BRIDGES Literature Review on the Relationship

where distance education is to be equivalent to formal education. In some situations

used there may be no educational facilities whatsoe-ver available for the learners.

Perraton (1982) 3 oncludes that distance teaching can be an appropriate alternative to

equivalentformal schooling at all levels except primary cycle, and that it can provide

education programs included ineducation where appropriate. A number of the distance

is Perraton's study were based in out-of-school activities. His results suggest that it

however,not the school facility itself that contributes to learning. One must recognize,

students havethat equivalency does not necessarily mean that distance education

competed against their formal school counterparts or that the education they have

high esteem as traditional formal education. What is received will be held in as

underscores that a non-traditional approach to educationimportant is that Perraton

effective learning but it is not necessarily less expensive. The questionmight produce

back and again, is whether one should invest in it raises, which we shall come to again

of the learning production model?facilities or in components

occur in location cannot be ignored. It is important toLearning does space so

contribute to achievement.determine which characteristics of the learning environment

In the next part of this review we examine the literature that considers what specific

school contribute to achievement.facilities within a

section literature the relationshipSchool Facilities. This summarizes addressing

an individual school.between the academic achievement of students and facilities within

section is accepted (that schools are The assumption questioned in the preceding

the focus here is on what kinds of school facilities most essential for education) and

the facilities address:deffectively support achievement. Very little of literature on

to Where this relationship was addressed there weretheir relationship achievement.

10

Page 13: Project BRIDGES Literature Review on the Relationship

or factors other than facilities that contributed to theoften contradictory findings

research outcomes.

Not much research has been done relating achievement to building costs a:­

(1985), among others, have noted the need -rdesign. Psacharopoulos and Woodhall

better design and analysis of building costs. Observation by many educators supports

with regard to costs. For example, this author has seen twotheir contention, especially

materialsschool buildings in the same African village where the one built out of local

a few hundred dollars, and the one built with Worldand in traditional style cost only

Bank funds cost over a thousand dollars. Other than the building materials, there' were

buildings.no apparent differences in the functional utility of the two

Some of the literature on open space schools in the U.S. might provide useful

Although there is still some debateinformation for the design of Third World schools.

agreement that they"bout the effectiveness of open space schools, there seems to be

positively affect teacher attitudes and behavior (Weinstein, 1979) and do not appear to

than traditional schools but do allow greateraffect achievement any differently

opportunity for alternative learning goals (George, 1975).

whenIssues of open space versus traditional school design are important

often great differences in given

considering factors such as fluctuating school age populations and when being realistic

about likely differences in class size. For example, increased mobility is a key

characteristic of significant portions of current Third World populations and there are

class size within a school between early primary classes

classes(where there might be 70-100 pupils per teacher) and the more advanced primary

as 15-20 pupils per teacher).(which might be as small

II

Page 14: Project BRIDGES Literature Review on the Relationship

There is considerable conjecture about the effect of the condition of school

buildings academic achievement in the Third World. Much of the literature from the

early industrialized world suggests that facilities contribute very little to academic

achievement (Summers and Wolf, 1985; Weinstein, 1979; West, 1983).

Other writers suggest that even though facilities may not have had a major impact

in the Third World is very different and on the early-industrialized world, the situation

facilities do, in fact, influence achievement (Heyneman, 1976; Heyneman and Jamison,

these arguments are intuitively1980a; and Heyneman and Loxley, 1982). Although

school facilities conditions in theattractive to anyone familiar with the wide range of

Third World, it is important to bear in mind that school quality as defined in these

studies included teacher variables and availability of textbooks as well as condition of

facilities.

In an extensive synthesis of the literature on school quality in the Third World,

contribute little to achievement. ThisFuller (1985) concludes that facilities in generally

is also taken in a study of school quality in Brazil (Armitage, et al., 1985), and*position

are consistent with those of Alexander and Simmons (1975).

identified measurable differences between primary schools withinHeyneman (1977)

performance.Uganda and investigated whether these variation were related to academic

associated with achievement (e.g., textbooks, boardingSome facilities were positively

machine). There was less variation amongfacilities, a school farm, and a duplicating

and it was not clear from this researchschools in his sample than expected, however,

whether it was the actual presence of the facilities that made a difference to factors

12

Page 15: Project BRIDGES Literature Review on the Relationship

Heyneman attrib" .-,d to school motivation. Fuller's review (1985) did conclude that

building quality was positively associated with achievement.

Evidence from the U.S. indicates that a more efficient use of facilities, such as

measures to save electricity or use of educational facilities after school hours, does not

hamper achievement (e.g., Stuckman, 1981; Wallace, 1981). The extent to which such

measures are reproducible in the Third World are not yet demonstrated. There have

been numerous calls for the more efficient use of school facilities in the Third World

(e.g., Psacharopoulos and Woodhall, 1985). The possibility of using double shifts is

frequently mentioned as a possible efficiency measure. It should be recognized,

however, that this is only feasible in densely populated areas and even though this

might produce facilities-related savings there are other costs to he covered such as

additional teacher salaries.

Much of facilities investment in the Third World is for specialized school facilities.

This includes facilities such as science laboratories and media resource centers. Several

studies suggest a positive relationship between presence of facilities and achievement.

The following have been identified a contributing to achievement. school farms and

boarding facilities (Heyneman, 1977); library size (Fuller, 1985); laboratory, library,

dining hall, piped water, and electricity (National Curriculum Development Center, 1985);

library use and laboratories (Alexander and Simmons, 1975); library media programs

(Short, 1984); and audio-tutorials (Rowsey, 1974).

More recent literature has questioned the utility of investments in such specialized

facilities. Psacharopoulos and Woodhall (1985) argue that there is considerable evidence

that school buildings are underutilized and that there is often excess space which

13

Page 16: Project BRIDGES Literature Review on the Relationship

notes that sciencewastage. Similarly, Mundangepfupfu (1986)represents resource

that laboratoriesin African schools. She also arguesratories are often underutilized

found are not essential for science instruction. In his literature review, Fuller (1985)

aboutnot related to achievement. These conclusionsthat laboratories were consistently

derive collectedbecause they from data the role. of laboratories merit special attention

remote intuition the Third World and are not merely generalizations based on data or

in

drawn from experience in the early-industrialized countries.

being directed to the wisdom of investments in In the same vein, more attention is

education within formal schools. For support of specialized vocational and technical

secondary education in example, Psacharopoulos and Loxlcy (1986) examined diversified

of this kind of Colombia and Tanzania and concluacd that even though the graduates

schools. withbetter cognitive skills than those attendingeducational experience have

moreit more and the graduates neither find jobsconventional curricula is expensive

easily or earn more than students attending conventional schools. Given the lack of

and these inputs there should be serious data on the relationships between achievement

questions about the utility of these investmcnts and the wisdom of burdening Third

World capital and recurrent education budgets with them.

research. indicates that a combination of facilitiesIt is important to note that some

other inputs can assist in predicting achievement. The research conducted byand

et aL (1985) and the National Curriculum Development Center in Lesotho Armitage

that specialized(1985) both point to this conclusion. Also, data from the U.S. suggest

(Summers and facilities may be contributing factors in attracting and retaining teachers

in the Third World.Wolfe, 1975). This could also be the case

14

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A, least two factors confound the already contradictory finding regarding the

facilities and achievement. The first has already beenrelationships between specialized

variables are often confounded with thementioned--the effect teacher and other

the relative effects of the variablesit impossible to separatefacilities variables, making

been able to distinguish

studies. Second, there is some evidence that it is not merely the presence of facilities

that makes a difference but that factors such as the ability to make good use of the

facilities and motivation of teachers or school administrators actually enables the

facilities to contribute to achievement. So far, it appears that the research has not

the true nature of the relationships between school facilities'

and achievement.

there factors related to facilities within the classroomWithin the Classroom. Are

this section we consider theto student achievement? Inthat contribute positively

status of the students. Unfortunately,'lassroom, classroom equipment, and the physical

the lack of existing reviews and especially by a lack we are once again constrained by

of research on Third World school facilities and equipment.

relating class size., to achievement in the ThirdThere is ao definitive evidence

World (Haddad, 1978). Literature from the early-industrialized world suggests that what

intensive (West, 1983) and that theis important to recognize is that teaching is labor

factor than class size (Chang and Ogletree, 1979).quality of teaching is more significant

The latter researchers suggest that many of the investigations of class size were done

when the pupil population was greater, and that contemporary research in this area

might produce different results now.

15

Page 18: Project BRIDGES Literature Review on the Relationship

Given the limited information regarding optimum class size, it seems reasonable

that classrooms be design to accommodate different size classes. Furthermore, data

from Brazil indicating that a nongraded classroom does not reduce achievement provide

further evidence that classroom design should allow for flexibility in class size

(Armitage, et al., 1985).

With regard :o classroom arrangement, there is evidence from the U that seating

location is associated with achievement (Weinstein, 1979). Her review of the research

on the physical environment of the school suggests that classroom arrangement per se is

not closely related to achievement, which is more closely related to the teaching- style.

What is not clear is the extent to which seating location is, in fact, a function of

student behavior rather than a factor affecting student achievement.

Fuller (1985) found that presence of desks and instructional media were positively

'associated with student achievement. This is consistent with the results of Heyneman

(1977), although it is important to remember Heyneman's own reservations about his

findings regarding the presence of duplicators. That iv, is it the presence of equipment

itself that makes a difference or does equipment merely signal the presence of a third

as school motivation, which is positively related to achievement?factor, such

There is a discor.-erting lack of research on the contributions to achievement of

equipment such as caalkboards, mimeomachines, paper, and pencils. It is possible that

these are taken for granted as part and parcel of every school. Yet, those familiar

very scarcewith Third World schools know that these items are often 'absent or very

and that policymakers may have to make decisions between different types of so-called

-essential" equipment because of budget constraint Where US research exists on the

16

Page 19: Project BRIDGES Literature Review on the Relationship

effects of items such as use of mimeograph (Leigh, 1984; Torop, 1968) or chalkboards

and Odom, 1972) it is compared to an alternate approach(Gilmore, 1976; Trueman, 1981;

with no equipment(such as audiotutorial). There is generally no control group

level of contribution attributable towhatsoever so one is unable to assess the absolute

a specific type.

Weinstein (1979) also summarized findings related to density, privacy, and noise in

high student density in a classroom has athe classroom. Some evidence suggests that

density may be important, they may a very significance *and effect

negative effect on complex task achievement. This is important because many lower

primary classrooms are extremely crowded. It is important to recognize, however, that

concepts such as 'personal space" are culturally defined. Even though the results about

have different in a

Third World setting. The concept of privacy is related to the idea of personal space.

Weinstein found no research on the topic but believes it is important for such research

bn be done. She further adds that there is speculation that the open space schools

offer students greater opportunity for privacy.

Some research has been conducted on the relationships between noise level and

although not much research addresses theachievement. Weinstein concludes that

term noise has little effect on achievement, but that longsubject, it seems that short

term noise might be problematic. She hastens to add that any additional research

should consider the extent to which noise actually affects achievement directly rather

than interfering with communication.

a major issue in the U.S., but has receivedStudent nutritional status is seldom

considerable attention in the Third World. Fuller's review (1985) and the work of

17

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Moock, Leslie and Jamison (1985) demonstrate that low nutritional status adversely

affects achievement. In particular, chronic malnutrition has the greatest negative

socioeconomiceffects. This emphasizes that the education sector is part of a larger

system, and because of this, it is critical to recognize that optimal use of the best

be enough to ensure optimal use of resourceseducational inputs on their own may not

for education.

Industrialized Country Findings.Relationships between Third World aud Early

Some evidence indicates that facilities do not necessarily have similar effects on

achievement in Third World and early-industrialized countries. Heyneman and Loxley

(1982), Heyneman (1982, 1980a) investigated whether findings from the early­

contexts andindustrialized countries could be considered valid for Third World

concluded that they could not. More recent literature (e.g., Fuller, 1985 and the

1985) tend to support this hypothesis. At aNational Curriculum Development Center,

two"ery different level, simple observation identifies significant differences between the

contexts that could affect generalizations about factors affecting achievement. For

example, the review by Weinstein (1979) concludes that absence of windows does not

however, that one would arrive at the"affect achievement in the US. It is unlikely,

build in a tropical location with no electricity to providesame conclusion for a school

either light or air movement.

seems to be little similarity betweenAn example of another topic where there

Third World and early-industrialized countries is with respect to school location.

made level. Currently,Decision regarding school location in the US are at the local

made at the national level. most school location decisions in the Third World are

Though one might argue that the only difference is one of scale, it seems that such a

18

Page 21: Project BRIDGES Literature Review on the Relationship

great extent within position disregards national diversity which seldom occurs to such a

a region or school district in the US.

in the Third Worldfacilitiesvariation in It has been argued that there is more

have a stronger effectta.is is why facilitiesworld andthe early industrializedthan in

This may well be true. Most of the first category.in countries within on achievement

in most US school districts and "schools" that would be acceptable

us have seen schools even within the

in the same country, sometimes that are barely recognizable as such

have worked in schools in poor areas of Third World

same town. And, those of us who

In the Sahel, it is essential to do matter.level facilitiesknow that at somecountries

Malaysia will be the sun off students and schooling. in Haiti and

roof keephave a to

building that is unable to withstand heavy rainstorms. disrupted frequently if held in a

has severalof the literatureThis searchfrom the Research.of FindingsSummary available on

little appears to be readily the First, surprisingly'Important results.

true for research fromThis is asachievement.and equipment onfacilitiesinfluence of several assumptions

for the Third World. Second,world as it is

the early-industrialized been tested. Wherehave never

the role of facilities and equipment apparentlyregarding

careful attention towithout thebeen done

have been tested, this hasassumptions

separate the effects of facilities variables from other school variables.

facilities do effect achievement from the Third World suggests that

Third, research in early­facilitiesfrom thatdifferent

and that their role might be quite of

the relationshipsis whetheris not clear, however,Whatcountries.industrialized incausal or correlational

in the Third World are and achievementbetween facilities

nature.

19

Page 22: Project BRIDGES Literature Review on the Relationship

The literature does suggest that facilities do have a stronger influence on

achievement in the Third World than in the early-industrialized world. There is a

there is some minimum level of facilities that contributes togeneral belief that

achievement. Third World school facilities vary greatly--a continuum ranging from

schools built on Western models to huts with grass roofs. The researchsophisticated

has not identified the minimum level on this continuum.

There is a strong intuitive case for accepting the assertion that facilities do

contribute to achievement in Third World schools, at least at this point in time. What

needed is to move from this case to a more systematic way of addressing the issue.is

This will involve a better understanding and definition of what facilities are and how

tothey can be miazure. Currently, economists use a simple monetary approach

footage perfacilities. One approach to measuring facilities might be to consider square

cannot for how of librarystudent, but this alone account well that measure space, for

example, is used. It is also important to conduct research under conditions where there

is definable variation between facilities.

Limitations

There is a need for additional research on the relationship between facilities and

this. Three of these are describedachievement, but several constraints can hamper

below.

is a serious problem. We lack information fromLack of DaI2. The lack of data

both the early-industrialized and the Third World. Where data do exist there is a lack

of clarity concerning what they really represent and what was actually measured. This

20

Page 23: Project BRIDGES Literature Review on the Relationship

means that future research cannot rely on existing data but will probably have to

with data availability may beinclude initial data collection. Some of the problems

literature--the one month allottedlessened by an extensive search through the fugitive

to this review did not allow for that.

onLack of Control. One of the major problems that has plagued research

fagilities has been difficulties with controlling the variables. For example, water and

associated with achievement. As noted byelectricity have been found to be positively

for something else--a measure ofWindham I , however, these measures might be a proxy

to iistinguish betweenurbanity, for example. And, as mentioned earlier, it is critical

the facility or the way it is being used to contribute to student achievement.

someReliability of Transferring Knowledge. Existing research does reveal

in the Third World.about facilities and their relationship with achievementinformation

Combined with what we know from the early-industrialized world, this will assist with

to be guided ratherthe formulation of research hypotheses. It is important, however,

than driven by earlier findings as there is evidence .to suggest that there may be

Third World countries as well as between­differences in the role of facilities within

Third World and early-industrialized countries.

Why Proceed?

relationship

Considering the contradictory finding of research and the difficulties researchers

face isolating the effects of variables that represent facilities and equipment

specifically, why invest time and other resources to pursuing information on the

between facilities and equipment? There are three important reasons to do

1 Personal Communication, 5 June, 1986

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so. The first two regard facilities as a part of the costs of education and in relation

to other factors that affect achievement. The third reason is because facilities often

constrain the choices of learning technology. Informatiop on these general areas can

assist in policy decisions.

Achievement gains have costs attached to them. An important goal in the Third

World is to obtain the greatest gains at the lowest possible costs. Facilities such as

school buildings are often costly to construct and maintain and they can use up large

proportions of education capital budgets. (It is also important to recognize that they

may also account for minimal amounts of the monetary value of inputs if they are

constructed of materials such as grass and poles). Regardless, they are a part of the

costs of inputs and the more sophisticated their design and purposes the more likely

they are to require greater proportions of national education budgets.

Facilities and equipment do not stand alone in an education system, however.

Facilities requirements are partially determined by the other components of the

education system (See Figure 1). For example, curriculum content and required

instructional materials might require particular kinds of laboratories or a media resource

center. Or particular kinds of approacher to learning, such as radio instruction, will

require space of managing the technology.

The education system does not just have facilities requirements. Facilities also

play a major role in constraining decisions regarding the educational process. For

example, lack of electricity can restrict the introduction of low cost computers or

absence of a library can make independent discovery learning much more difficult to

achieve.

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Thus, facilities represent part of the interactive system that produces learning.

Figure 3 is a diagrammatiq representation of the relationship between facilities and the

costs associated with achievement. As the diagram shows, facilities have both direct

and indirect impacts on costs, and they also influence and are influenced by other parts

of the production of learning system. An understanding of the role of facilities in

achievement and its relationships with other inputs will make it possible to make

informed policy and planning decisions.

Fruitful Research Investments

Given the lack of research study on facilities and achievement there are many

areas where it would be useful to have information. Several of these are identified as

having priority because of what is already known or what is needed. Figure 4

summarizes these research areas and identifies issue areas to which various, kinds of

reformation would contribute. As shown by the figure, research on facilities could make

significant contributions to questions concerning the internal efficiency and costs and

financing of Third World education systems.

Access and equity issues could be addressed through information on school location.

Research on investments in special educational facilities could contribute to questions

concerning a system's external* efficiency. This is a sensitive area, however, for it is

important to consider if the goal is academic achievement or school graduates who are

able to find employment with little difficulty.

An identification of the minimum level of facilities to support achievement would

seem to be the most fruitful research area at this time. This research would identify

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FIGURE 3 FAC!LITIES RELATIONSHIP TO ACHIEVEMENT COSTS

COSTS AL +l ACHIEVEMENT

Learning Technology]

".. - - - Instructional..- .... Management

-- Instructional Materials

4- + Content

Facilities and Equipment

direct impact on costs

----- indirect impact on costs

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FIGURE 4 RELATIONSHIPS BETWEEN FACILITIES RESEARCH AND ISSUE AREAS

Issue Area External Internal Access & Costs & Research Area Efficiency Efficiency Equity Financing

Invcstmncnts'in special educational facilitics--Science and ,Voc/Tcch Laboratories, etc.

Ln School Design

Exicnt and condition of facilities I'quipmcnt contributions to achievement Furniturc contributions to achievement School location ' Investment in facilities improvements-watri, cec., etc. Relationships of facilities to other inputs More efficient use of facilities New approaches to school financing

Page 28: Project BRIDGES Literature Review on the Relationship

where on the previously-mentioned "facilities continuum" policymakers and planners

should focus their attention. Once the question of a threshold level of facilities is

more clear it will.)be possible to develop and test hypotheses regarding the different

contexts.

This initial research question might pose some methodological problems but

implementation of the research should not be too difficult. For example, the USAID

Mission in Haiti is preparing to initiate the Incentives to Improve Basic Education (IIBE)

project. This project is designed to measure differences resulting from providing

specified inputs to schools in impoverished rural and urban areas. This context might

provide an excellent opportunity for research that would support both the BRIDGES and

IIBE projects.

Some areas are not recommended for research: out-of-school formal distance

' ducation as an alternative to formal education provided in school facilities, for

example. This is not to suggest that it is not a viable research area. Rather, it is not

recommended because it is not likely to provide useful policy information for the

realities of political decisions regarding education in the Third World.

Finally, it is emphasized that research. on facilities must be conducted within the

context of research on other components of the model of the production of learning.

For example, there will be a p',i, in many countries when it will not be efficient or

even feasible to provide school places for every student--some alternatives will have to

be considered for children from isolated areas or from nomadic populations.

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I APPENDIX

School size

School location

School design open space schools

School facilities dining hall/kitchens library/library media program laboratory science laboratory class size (classroom size) windows w/ glass workshops

School buildings - presence quality

Sports facilities football field hockey field

,School farm

Staff room

Boarding facilities

Class size

Water

Electricity

Glass in windows - presence/absence

Telephone

Classroom chalk boards desks (desk tops) duplicating machine density seating position privacy noise

Page 30: Project BRIDGES Literature Review on the Relationship

A Review of theFedigan, L. (1979). School-Based Elements Related to Achievement:

Alberta Department of Education, Ministers AdvisoryLiterature. Edmonton, Alberta: Committee on Student Achievement. ERIC ED 181 043.

Improve College Student Fisher, K.M., et al (1977). Does Video-Autotutorial Instruction

Journal of Research in Science Teaching, 14 (6), 481-498.Achievement?

What InvestmentsDeveloping Countries:Fuller, B. (1985). Raising School Quality in The World Bank, Education and Training Series,

Boost Learning? Washington, DC: Discussion Paper No. EDT7.

of Students Who Receive Disclosure ofAcademic AchievementFourier, M.M. (1983). (3), 122-130.

Cogniitive Style Map Information. Journalof Experimental Education. 51

Ten Years of Open Space Schools: A Review of the Research.George, P.S. (1975).

Florida Educational Research and Development Council. ERICGainesville, Florida: ED 110 431.

A Comparison of a Traditional Approach and a ProgrammedGilmore, Mary C. (1976).

Approach to Developing Shorthand Skill in Inner-City Schools. ERIC ED 147 429.

Location Planning. Washington, DC: TheGould, W.T.S. (1978). Guidelines for School

World Bank, Staff Working Paper No. 308.

Haddad, Wadi D. (1978). Educational Effects of Class Size. Washington, DC: The World

Heyneman, S.F. 1976). Influences on Academic Achievement: A Comparison

Bank, Staff Working Paper No. 280.

harbison, Results

R. et al (forthcoming). School Quality

of Initial Analysis. Washington, DC: and The

Achievement in Rural Brazil: World Bank, Education and

Training and Department.

of Results Sociology of Education. 49 (July),

from Uganda and More Industrialized Societies.

200-211.

Heyneman, S.P. (1977). Differences in Construction, Facilities, Equipment and Academic

Among Ugandan Primary Schools. International Review of Education. 23 Achievement (1), 35-46.

Do Well in Ugandan Schools.Why Impoverished ChildrenHeyneman, S.P. (1979). Comparative Education. 15 (June), 175-185.

Heyneman, S.P. (1980a). Differences between Developed and Developing Countries: A of School Achievement.' on Simmons and Alexanders 'DeterminantsComment

Economic Development and Cultural Change. 28 (Jan), 403-408.

of Educational Opportunity betweenHeyneman, S.P. (1980b). Planning the Equality

"fa Ngoc Chau (Eds.), Regional Disparities in EducationalRegions. In G. Carron and Development. Paris: UNESCO, International Institute for Educational Planning.

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Heyneman, S.P. (1982). Resource Availability, Equality, and Educational Opportunity among Nations. In L. Anderson and D. Windham (Eds), Education and Development. Lexington: Lexington Books.

Heyneman, S.P. (1983). Improving the Quality of Education in Developing Countries. Finance and Development. 20 (March), 18-21.

Heyneman, S.P. (1984). Research on Education In Developing Countries. International Journalof EducationalDevelopment. 4 (4), 293-304.

Heyneman, S.P. (forthcoming). Investing In Education: 25 Years of World Bank Experience. Washington, DC: The World Bank, Economic Development Institute.

Heyneman, S.P., & Gould, W.T.S. (forthcoming). Two Elements of School Mapping: School Place Location Planning and School Resource Location Planning. Washington, DC: The World Bank, Education and Training Series, Discussion Paper.

Heyneman, S.P., & Jamison, D.T. (1980a). Student Learning in Uganda: Textbook Availability and Other Factors. Comparative Education. Review, 27 (1), 206-220.

Heyneman, S.P., & Jamison, D.T. (1980b). Textbook Availability and Other Determinants of Student Learning in Uganda. ComparativeEducation Review, 24, 206-220.

Heyneman, S.P., & Loxley, W. (1982). lufluences on Academic Achievement across High and Low Income Countries: A Re-Analysis of IEA Data. Sociology of Education. 55 (Jan), 13-21.

Heyneman, S.P., & Loxley, W. (1983). Distribution of Primary School Quality within High and Low Income Countries. Comparative Education Review, 27 (1), 108-119.

Heyneman, S.P., & Loxley, W. (1983). The Effect of Primary-School Quality on Academic Achievement across Twenty-Nine High- and Low-Income Countries. American Journal of Sociology, 88 (May), 1162-1194.

Heyneman, S.P., & White, D.S. (1986). The Quality of Education and Economic Development. Washington, DC: The World Bank, Symposium.

Huffman, J., & Harris, J. (1981). Implications of the 'Input-Outcome' Research for the Evaluation and Accreditation of Educational Programs. lJorth Central Quarterly. 56 (1), 27-32.

Jamison, D.T. (1982). Reduced Class Size and other Alternatives for Improving Schools: An Economist's View. In G. Glass et al (Eds), School Class Size: Research and Policy (pp. 116-129). Beverly Hills: Sage Publications.

Jamison, D. T., .!f Lockheed, M. E. ('1985). Participationin Schooling: Determinants and Learning Outcomes in Nepal. Washington, DC: The World Bank, Education and Training Series, Discussion Paper No. EDT9.

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Jimencz, E. (1985). The Structure of Educational Costs: ,Multiproduct Cost Functions for Primary and Secondary School in Latin America. Washington DC: The World Bank, Education and Training Series, Discussion Paper No. EDT8.

a

Jimenez, E., & Tan, J. (1985). Educational Development in Pakistan: The Role of User Charges and Private Education. Washington, DC: The World Bank, Education and Training Series, Discussion Paper No. EDTl6.

Johanson, R. K. (1985). Sector Lending in Education. Washington, DC: The World Bank, Education and Training Series, Discussion Paper No. EDT18.

Lee, C. (198:5). Financing Technical Education in LDCs: Economic Implications from a Survey of Training Modes in the Republic of Korea. Washington, DC: The World Bank, Education and Training Series, Discussion Paper No. EDT6.

Lee, K. (forthcoming). Further Evidence on Economies of Scale in Higher Education. Comparative Education Review.

Leigh, Robert K., and Others (1984). A Comparison of Third Grade Student Performance in Division of Whole Numbers Using Microcomputer Drill Program and A Print Drill Program. ERIC ED 011 531.

Loxlcy, W. (1983). Impact of Primary School Quality on Learning in Egypt. Inter­nationalJournalof EducationalDevelopment (March).

Martyn, Kenneth A. (1965). Report on Education to the Governor's Commission on the Los Angeles Riots. ERIC ED 011 531.

Mingat, A., & Tan, J. (1985). Improving the Quantity-Quality Mix in Education: A Simulation of Policy Tradeoffs. Washington, DC: The World Bank, Education and Training Series, Discussion Paper No. EDT15.

Moock, P. (1985). Education in Malaysia: A Review of Expenditures and Discussion of Issues. Washington D.C.: The World Bank, Education and Training Series, Discussion Paper No. EDTII.

Moock, P., & Horn, R. (1983). Overview of the World Bank's Research on Education. Canadianand InternationalEducation. 12 (June).

Moock, P., & Leslie, J.; Jamison, D. (1985) Childhood Malnutrition and Schooling in the Terai Region of Nepal, Child Malnutrition and School Performance in China. Washington, DC: The World Bank, Education and Training Series, Discussion Paper No. EDT17.

Mundangepfupfu, R..L (1986). Economies in the Provision of Facilities for Teaching Secondary School Science. Washington, DC: Economic Development Institute, Education and Training Division.

Murnane, R.J. (1981). Interpreting the Evidence on School Effectiveness. Teachers College Record, 83 (1), 19-35.

4

r(4

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National Curriculum Development Center, Ministry of Education, Sports and Culture, Government of Lesotho (1985). School Level Prediction of JCE Performance Evaluation Department (July 1985).

Odom, Harrell James (1972>. A Comparison of Different Types of Transparencies for

Effective Learning in the Biological Sciences at the College Level. ERIC ED 079 087.

O'Neal, Linda, & Beckner, Weldon (1980). A Review of Literature on Rural and/or Small Schools. ERIC ED 190 297.

Perrator., H. (1982). Alternative Routes to Formal Education: Distance Teaching for

School Equivalency. Baltimore and London: The Johns Hopkins University Press.

Psacharopoulos, G. (forthcoming). Curriculum Diversification. Cognitive Achievement and

Economic Performance: Evidence from Colombia and Tanzania. (Summary Report on the DiSCuS study). Washington, DC: The World Bank, Education and Training Series, Discussion Paper.

Psacharopoulos, G. (forthcoming). To Vocationalize or Not to Vocationalize? That is the Curriculum Question. Washington, DC: The World Bank, Education and Training Series, Discussion Paper.

Psacharopoulos, G., & Loxley, W. (1986). Diversified Secondary Education and Development: Evidence from Colombia and Tanzania. Baltimore: Johns Hopkins University Pre=.

•.Psacharopoulos, G., & Woodhall, Mt (1985). Educatidn for Development: Analysis of \. Investment Choices. New York: Oxford University Press.

Rowsey, R.E. (1974). Audio-Tutorial Versus Conventional Lecture-Laboratory Instruction in a University Animal Biology Course. Auburn University, Alabama School of Education. ERIC ED 091 022.

Schiefelbein, E., Farrell, J., & Sepulveda-Stuardo, M. (1983). Influence of School Resources in Chile: Their Effect on Educational Achievement and Occupational Attainment. Washington, DC: The World Bank, Staff Working Paper No. 530.

Seager, D.D. and Others (1980). Important Issues in Rural Education: A Collection of ERIC/CRESS Fact Sheets and Mini Reviews. Las Cruces, NM: ERIC Clearinghouse on Rural Education and Small Schools.

Simmons, J., & Alexander, L. (1978). Factors which Promote School Achievement in Developing C~ntries: A Review of the Research. Washington, DC: The World Bank, Staff Working Paper No. 201.

Simonson, Michael R., & Burch, Georgeann L. (1979). Media Influence on Affective Learning: A Review of the Literature. ERIC ED 186 026.

Short, P.M. (1954). The Scho9ol Library Media Program's Impact Education: Retooling the Message. ERIC ED 252 226.

on the Goal of

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(1981). The Four-Day Operational Week Experience at Florida Junior Stuckman, J.A.

College (FJC): Report of Evaluation Process Study. Jacksonville, FL: Florida Junior

College.

EfficiencySummers, A.A. & Wolfe, B.L. (1975). Which School Resources Help Learning?

Business Review. Philadelphia, PA: and Equity im Philadelphia Public Schools.

Federal Reserve Bank of Philadelphia. ERI ED 102 716.

the Relative EffectivenessTorop, W. (1963). Experimental Study to Determine of

of Chem Study Chemistry. Philadephia:Laboratory Reports in the Teaching Pennsylvania University.

Telidon and Computer Assisted Learning--A Report on the First Trueman, D. (1981).

Experiment Using Telidon for CAL. ERIC ED 235 795.

DC:(1985). Project Management for Educational Change. Washington,

Verspoor, A. Education and Training Series, Discussion Paper No. EDT12.

The World Bank,

Benefit of a Four-Day Week at CollegeWallace, C.C. (1981). Academic Effects and Cost

of DuPage.an Illinois Community College. ERIC ED 205 100.

The Physical Environment of the School: A Review of the Weinstein, C.S. (1979).

Research. Review of Educational Research. 49 (4), 577-610.

Are American Schools Working? Disturbing Cost and Quality Trends.West, E.C. (1983).

ERIC ED 235 885.Washington, DC: Cato Inttitute, Policy Analysis No. 26.

L, and Others (1977). Factors Affecting Perception of and Responses to 'Winer, Janice

National Science Foundation,Crowded Classroom Environments. Washington, DC:

ERIC ED 151 634.

6