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A theoretical framework mapping barriers of integrating and adopting educational technology

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In the field of educational technology, a decades-long research question is: what barriers exist in integration and adoption of information and communication technology (ICT) in education educational technology? The intensity of integration and the rate of adoption are significantly low and the interdependencies of barriers within the complex education system are under-represented in the existing categorization of the barriers. So, based on an interest in re-categorizing, mapping, and analyzing the barriers from a transformative paradigm, this study builds on a hermeneutic method of review on 228 peer-reviewed articles. Existing categorizations of barriers are identified and an analysis is conducted to establish a macro-meso-micro level approach as a theoretical framework representing the education system and its external environment. A second analysis identifies, maps, and analyzes the barriers in existing literature by using the theoretical framework. The paper manifests that the macro level’s (national) pre-set goals conflict with expectations from the meso level’s (institutional) educational technology integration. Moreover, factors at the macro and meso levels influence the micro-level (individual) adoption decision. Instead of “system blame” or “individual blame”, an integration and adoption approach should consider national holistic view for careful strategic changes in policies, procedures, and practices at each decision level of the educational system and related external systems.
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... Relativamente ao impacto da variável género, não foi encontrada evidência de diferenças estatisticamente significativas nos índices de autoeficácia e de utilização das tecnologias, o que encontra correspondência com estudos recentemente desenvolvidos sobre a utilização das tecnologias pelos professores (Norris, et al., 2003;Pedro, 2011;Pedro & Santos, 2012;Piedade, 2010;Piedade & Pedro, 2011;Yukselfturk & Bulut, 2009 (Baek, Jung & Kim, 2008;Russel et al., 2007;Wong & Li, 2008), este estudo não detetou similar importância, encontrando-se em linha com estudos desenvolvidos por vários outros autores (Granger et al., 2002;Pedro, 2011;Pedro & Piedade, 2013;Pedro & Santos, 2012;Piedade, 2010;Piedade & Pedro, 2011; a melhorar e incrementar as suas performances profissionais (Maki, 2008;Zainally, 2008 (Alves, et al., 2013;Paiva, 2002;Pedro, 2011;Pedro & Santos, 2012;Piedade, 2010;Piedade & Pedro, 2011;Vaz, 2012 integração curricular e no suporte ao trabalho dos alunos em sala de aula (Alves et al., 2013;Paiva, 2002;Pedro, 2011;Pedro & Santos, 2012;Piedade, 2010;Piedade & Pedro, 2011;. Estudos internacionais têm apontado, igualmente, no mesmo sentido, sinalizando que os docentes utilizam sobretudo ferramentas como o processador de texto, software de criação de apresentações eletrónicas, o email e a internet nas suas tarefas diárias (Bebell, Russell & O'dwyer, 2004;Tezci, 2010;Tondeur, Hermans, van Braak & Valcke, 2008 A formação, ou a falta dela, tem sido recorrentemente apontada em vários estudos quer a nível internacional (Bravo & Fernandez, 2009;Fregonesis, 2006;Judge, 2013;Khalid & Buus, 2014;Khan et al., 2012;Kler, 2015;Lawless & Pellegrino, 2007;Wachira & Keengwe, 2010) como a nível nacional (Brito et al., 2004;Costa & Viseu, 2007;Moreira, Loureiro e Marques, 2005;Paiva, 2002;Paiva et al., 2006;Pedro, 2011;Piedade, 2010;Piedade & Pedro, 2011 Deste modo, as escolas devem garantir o acesso às tecnologias a todos os alunos, independetemente das suas origens socioeconómicas, e desenvolver esforços para a integração destas nas atividades escolares em sala de aula, sempre que possível articuladas com as tarefas educativas que os alunos podem desenvolver em casa com suporte das tecnologias digitais (Vekiri, 2010). ...
... A falta de formação é talvez o fator mais referido pelos professores em vários estudos sobre as tecnologias em contexto educativo. Esta constatação é válida para investigações mais antigas(Culp, Honey & Mandinach, 2005; Harvey & Purnel, 1995;Hasselbring et al, 2000;Gooler et al., 2000;Norris et al., 2003) e para investigações mais recentes que continuam a referir a importância deste fator(Hedberg 2011;Khalid & Buus, 2014;Kler, 2015;Kopcha, 2010;Means, 2010;Petko et al., 2015;Wachira & Keengwe, 2010).Wachira e Keengwe (2010) referem mesmo que as tecnologias são novas para os professores e que estes não têm experiência na sua utilização educativa. Acrescentam estes autores, que os professores necessitam de desenvolver conhecimentos e competências para a sua utilização educativa e isso só se consegue com a experimentação e o envolvimento em iniciativas de formação. ...
... Os fatores identificados vão desde a disponibilidade de equipamento tecnológico e apretrechamento das escolas, às políticas e programas de incentivo à utilização das tecnologias, à gestão escolar e projetos de escola, passando pela formação em tecnologias digitais e às crenças de autoeficácia dos professores. Nesse sentido, vários autores têm procurado agrupar os fatores condicionantes à utilização das tecnologias em contexto escolar em três dimensões ou categorias: a) nível macro, ligado ao sistema educativo, aos ministérios da educação, suas políticas educativas e programas de incentivo; b) nível meso, dimensão institucional, envolvendo as políticas e projetos de escola, disponibilidade de recursos, visão estratégica e cultura de escola; e c) nível micro, de índole pessoal, associado às práticas, crenças e competências de professores, alunos e demais comunidade(Barbera, Gros & Kirschner, 2012;Costa., et al., 2009 Costa., et al., , 2009bKler, 2015;Khalid & Buus, 2014;Moreira, Loureiro & Marques, 2005;Paiva, 2002;Pelgrum, 2001;Piedade, 2010;Pedro, 2011;Petko, Egger, Cantieni & Wespi, 2015;Pedro & Piedade, 2013;Piedade & Pedro, 2011.Pedro (2011) procurou sistematizar os fatores condicionantes ou potenciadores da integração das tecnologias em contexto educativo organizando-os em quatro níveis de análise:(i) nível macrossistémico: com uma dimensão societal e onde se integram elementos relacionados com as ideologias sociopolíticas, sistema de crenças e formas de organização social estabelecidas; inserem-se neste domínio fatores de âmbito conjuntural, diretamente relacionados com o sistema e as políticas educativas; (ii) nível exossistémico: relacionado com fatores de âmbito institucional, isto é, ligados às dinâmicas organizacionais das instituições escolares, considerando as definições e medidas assumidas no seio das escolas;(iii) nível mesossistémico: associado a fatores comuns à classe docente, ao corpus profissional de que cada professor faz parte e que determina elementos comuns a todos os professores, nomeadamente definição dos estatutos da carreira docente, programas de formação para professores, etc., e que exercem influência ao nível do profissionalismo e identidade docente; e (iv) nível microssistémico: organiza-se em torno de elementos associados à dimensão interpessoal-relacional do sujeito, ou seja, o seu sistema de crenças, as suas atitudes, aspirações, motivações, receios, práticas e competências.Num estudo sobre a percepção de professores e gestores sobre os obstáculos à integração das tecnologias no ensino das ciências,Moreira, Loureiro e Marques (2005) organizaram os principais obstáculos à integração e utilização das tecnologias nas escolas nos níveis e dimensões presentes na figura seguinte. Figura 1 -Níveis e categorias de obstáculos à integração das tecnologias no processo de ensino e aprendizagem (adaptado deMoreira, Loureiro & Marques, 2005, p.8) ...
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A presente investigação enquadra-se no âmbito do programa doutoral em educação no domínio de especialidade de tecnologias da informação e comunicação na educação e procurou desenvolver conhecimentos sobre a utilização das tecnologias digitais em contexto educativo, em particular pelos diretores escolares e professores do ensino básico e secundário português. Assumiu como objetivos estudar os níveis de proficiência e de utilização das tecnologias digitais pelos diretores escolares e os níveis de utilização das mesmas pelos professores, e de explorar adicionalmente a relação entre estes construtos. Pretende-se, ainda, sistematizar um conjunto de fatores apontados por diretores e por professores como os mais relevantes de considerar no processo de integração das tecnologias em contexto escolar. Assim, procurou-se, numa primeira fase e sob um plano teórico trazer à discussão os conceitos relacionados com o cargo, as responsabilidades e a liderança assumida pelo diretor escolar. Posteriormente, centrou-se a discussão nos papéis, crenças e atitudes dos diretores escolares perante as tecnologias digitais e na identificação dos fatores promotores e inibidores de integração das mesmas em contexto educativo. Estruturado segundo uma abordagem metodológica quantitativa, de cariz descritivo e exploratório, envolveu a recolha de dados junto de 133 diretores escolares e 1908 professores do ensino básico e secundário. O processo de recolha de dados organizou-se com base na aplicação, numa primeira fase, de duas escalas organizadas num único instrumento disponibilizado online, a escala de proficiência e a escala de utilização das tecnologias digitais nas práticas de gestão escolar aos diretores escolares, e numa segunda fase, da escala de utilização das tecnologias digitais nas práticas docentes aplicada aos professores. Os resultados evidenciam que os diretores escolares apresentam scores médios favoráveis de autoeficácia e de utilização das tecnologias nas várias dimensões das suas práticas profissionais. Evidenciam, igualmente, níveis elevados de utilização das tecnologias nas práticas dos professores participantes. A análise comparativa, cruzando os resultados dos diretores com os dos professores, permitiu distinguir as escolas com base em diferentes patamares de nível de proficiência tecnológica evidenciada pelos seus diretores e detetar que, no seio destas, a utilização das tecnologias evidenciada pelos seus professores revela-se semelhante ao nível de proficiência revelado pelo dirigente respetivo. Por último, sistematizou-se um conjunto de fatores sinalizados pelos participantes como relevantes para a promoção da utilização das tecnologias em contexto escolar. Palavras-chave: Autoeficácia, diretores escolares, professores, utilização educativa das tecnologias, integração das tecnologias.
... Em sentido oposto, em contexto internacional vários têm sido os estudos que se têm dedicado a analisar e produzir evidência sobre o importante papel dos diretores escolares na promoção da integração educativa das tecnologias e da modernização das práticas escolares (ABDULLAH, DEWITT, ALIAS, 2013;AFSHARI, BAKAR, LUAN, AFSHARI, SAY, FOOI, 2010;CAKIR, 2012;ÇAKIR, 2014;DRENT, MEELISSEN, 2008;KHALID, BUUS, 2014;MAKEWA, MEREMO, ROLE, ROLE, 2013;MOOLENAAR, SLEEGERS, 2015;SEYAL, 2015;STUART, MILLS, REMUS, 2009;TONDEUR, KEER, BRAAK, VALCKE, 2008;WONG, KHADIJAH, 2017) Autores como Jacob e Hunter (2004) e Stuart, Mills e Remus (2009) referem que os diretores escolares se encontram sobre uma crescente pressão para a integração das tecnologias nas suas escolas, e que os mesmos devem ser os responsáveis por definir as medidas necessárias para que a modernização das práticas educativas se efetive nos seus contextos escolares. A liderança escolar exercida pelos diretores tem vindo a ser recorrentemente referida em várias investigações como um dos fatores potenciadores da utilização das tecnologias em contexto educativo. ...
... Na mesma linha de pensamento, Asfhari, Bakar, Luan, Asfhari, Say e Foy (2010) apontam a figura do diretor escolar como fator crítico para a transformação tecnológica do currículo escolar, sugerindo a necessidade de ver desenvolvidos programas de formação em liderança transformacional, gestão e tecnologia dirigidos aos diretores escolares. Vários outros autores referem, igualmente, que o diretor escolar deve assumir uma liderança transformacional capaz de promover o envolvimento e compromisso por parte da sua comunidade escolar na direção a uma efetiva adoção e utilização das tecnologias digitais (KHALID, BUUS, 2014;SEYAL, 2015;WONG, LI, 2008). Cakir (2012, p. 279) enuncia que, no âmbito das várias responsabilidades que os diretores escolares assumem, a 'liderança tecnológica' (technology leadership) deve ser, atualmente, uma prioridade. ...
... Esta mesma importância é reconhecida por Stuart, Mills e Remus (2009) quando referem que compete aos líderes escolares a definição das estratégias de mudança que se revelam necessárias nos seus contextos educativos, e que para que essa mudança se instale o seu papel é preponderante. Na mesma linha de argumentação surgem outros estudos desenvolvidos recentemente (CAKIR, 2012;KHALID, BUUS, 2014;PELED, KALID, DORI, 2011;SEYAL, 2015). ...
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... Besides the definition and implementation of local policies, that must have a match with the educational policies that are defined in the macro-level, the school principals must assume a transformational leadership role that can be defined as the ability to promote the organization compromise and engagement towards innovation and effective technology adoption (Khalid et al., 2014;Piedade et al., 2014;Seyal, 2015;Wong et al., 2008). ...
... Thus, the importance of leadership and the role of school principals in the process of adopting technologies are highlighted in several studies that emphasise the concept of transformational leadership, understood as an action that promotes commitment and organisational engagement regarding innovation and the actual use of technology (Khalid et al., 2014(Khalid et al., , 2015Piedade et al., 2014;Seyal, 2015;Wong et al., 2008). Moolenaar et al. (2015), referring to the pivotal role of principals, consider that school leaders who develop and are actively engaged in promoting institutional social networks, create better conditions for technological innovation. ...
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... This article investigates the translation of digitalisation policy into higher education (HE) institutional policy. The relationships between dimensions at the macro (societal, international and global focus), meso (organisational and institutional focus), and micro level (individual focus) provide the broader context for our study (Khalid & Buus, 2014;Tømte et al., 2019). The digitalisation policies of HEIs must address the political objectives laid out by government policy. ...
... It is evident that studies on the digital divide, digital exclusion, and barriers to ICT adoption in higher education deal with the same factors, but these are experienced differently in the different contexts. Khalid and Buus (2014) reviewed the categorization of barriers to the adoption and integration of ICT in education and found that the same factors that lead to digital exclusion in HE can also be categorized according to 1. the individual (micro-), institutional (meso-), and national (macro-) level of the education system and the education system's external factors, 2. extrinsic, or first-order, and intrinsic, or second-order, exclusion, 3. material and non-material exclusion, 4. direct and indirect exclusion, and 5. teacher-level exclusion and institution-level exclusion. Such categories enable a better understanding of the nature of digital exclusion. ...
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