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Working with Edge Emotions as a means for Uncovering Problematic Assumptions: Developing a practically sound theory

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Abstract

The connection between cognition and emotion, and between mind and body, has been well documented by neuroscience. The adult education practitioners of critical reflection and transformative learning processes have understood this more holistic understanding of human nature both empirically and intuitively. However, the key theory of the field, Jack Mezirow’s theory of transformative learning, has been given consistent criticism on its focus on rational and cognitive aspects of learning while understating its emotional and social aspects. Similarly, the conceptualization of the processes of reflection appears more appropriate to sophia than for phronesis. This, as is argued in the paper, leaves the theory rather idealistic while lacking understanding of the prerequisites for, and actualities of reflection. This paper presents a recent theoretical development that is both grounded in the analysis of Mezirow’s theory as well as extending and elaborating the theorization of reflection, by utilizing the insights from neuroscience. The presented theory explicates how cognition and emotion are intertwined in the processes of reflection. Further, the theory offers conceptual basis for further research and practice regarding reflection and transformative learning, not only showing the ideals, but offering conceptual tools to work with the challenges of reflection as well.

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... Why then is it important to also focus on emotions felt in relation to conflicts that arise when people try to live in a more sustainable way than the current norm prescribes? In transformative processes when our meaning systems are not able to make sense of cognitive, social, or practice-based conflicts, the emotions and tensions that occur can often reveal something more than is obvious about the problems at hand [37,49,50]. Negative emotions are often closely related to that values that people cherish are being threatened [51][52][53]. ...
... In finding ways to promote critical emotional awareness, it could be productive to turn to the educational theory of edge emotions, which emphasizes the importance of taking account of emotions in transformative learning processes both in formal and informal contexts [49,50]. Edge emotions are negative emotions evoked when our meaning system is challenged and because they are uncomfortable to experience, they could push people back into their comfort zone and hinder transformative learning. ...
... This could aid the learning process since there is less risk that unconstructive coping strategies are used (see also [58]). Paradoxically a focus on emotions, thus, could lead to a more rational learning process [49,50]. ...
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... However, this proposal of a general theory of learning so far has not included an explicit development of the emotional and affective aspects of human learning. This is a shortcoming that is particularly notable in a context in which the emotional and affective aspects of learning have been discussed: as part of a broader understanding of student engagement (Loon & Bell, 2018;Macfarlane & Tomlinson, 2017), as a key element in learning (Booth, 2018;Mälkki, 2019;Mälkki & Green, 2018), or as an inherent aspect of the teaching experience (Chen, 2019;Zembylas, 2005), to name a few. ...
... The effort to avoid edge-emotions and stay close to the limits of the current knowledge structure would explain the necessity for reflection to learn, that is, to recognize the self-regulatory movement, make the conflict conscious and interrupt the tendency of meaning-making (Mälkki & Green, 2018). Although this would suggest that reflection is not a pleasant or an easy thing to carry out regularly and that it is even a threat to the current functioning of the learner, it would also mean that reflection is a type of work needed to transform affection in the experience of learning in a way that promotes learning. ...
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... Pfaffenberger, 2005;Torbert & Taylor, 2008) and extant theories on developmentally effective leadership programs were provided (Manners et al., 2004;. The literature review identified both existing contributing factors to vertical development (Kegan & Lahey, 2009;Manners & Durkin, 2000; and identified potential new avenues of research as yet not explored in the study of executive leadership programs, such as the role of emotions in vertical development (Mälkki & Green, 2018 an inductive, ground-up, approach was taken to analysing data (Yin, 2018). The chapter proceeded to outline the advantages and limitations of each of the data collection methods, as well as the strategy to combine pattern matching (Yin, 2018) and categorical aggregation (Stake, 1995) practice. ...
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... It is therefore a perspective that pairs well with the focus in ESD on preparing students for change. Transformative learning is especially valuable when educating about the super-complex sustainability problems because this pedagogical model emphasizes novel ways of approaching problems (see Mälkki and Green 2018). Merely transmitting knowledge and facts to the students are often said to be insufficient to deal with sustainability problems. ...
... concerning future studies, to further promote the transformative potential, the emotions experienced in relation to the conflicts and the emotion regulation strategies used should also be explored. Emotions can reveal aspects that are not always clearly articulated, for example, issues about global justice (Kowasch et al. 2021;Mälkki and Green 2018;Ojala 2013). ...
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... With deepened contextual understanding my practice of being critical, threatens my security, physical and economic. In day to day realities my epistemological position is challenged beyond edge emotions (Malkki and Green 2018). ...
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This volume of essays demonstrates and comments on philosophical methods in educational research. Offers a clear picture of what philosophers do when they study education. •Brings together a series of essays from an international cast of contributors from Canada, UK, Finland, and Cyprus. •Examines a range of new and established philosophical methods which can be used in educational research. •Demonstrates how philosophy of education can be understood methodologically. •Draws from both Continental and Analytical traditions. •Fills a gap in the research methods literature in education and the social sciences.
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Although the notion of transformative learning points to a desirable destination for educational endeavors, the difficulty in the journey is often neglected. Our intention is to map the experiential micro-processes involved in transformative learning such that the phenomenon is illuminated from a first-person rather than third-person point of view. Employing that point of view, we believe, provides a common frame of reference for both the mentor and the prote´ge´. We employ the notions of liminality, comfort zone, and edge emotions to elucidate the transformative process. The more intimate understandings that result should assist educators to support students who are undergoing such a metamorphosis. In addition, the article will consider some of the challenges encountered by the educator who wishes to support students through this process.
Chapter
Higher education has long been seen as the heart of knowledge and epistemological development. However, recent advances in the sphere of research on learning raise a challenge to consider also the project of higher education from broader and more integrative perspective, so that the ontological self of the student can be ‘brought into view and engaged with’ (Barnett, 2007, 9). Furthermore, Blackie et al, (2010, 641) suggest that ‘if we are to take the idea of the person of the student (transformation) seriously, we need to begin to pay attention to the emotional side of education’. In this chapter we thus pay attention to student emotions and bring into view and engage with the possibilities of transformation in the context of higher education. We first explore the historical landscape of learning by presenting a brief outline of evolving views about human learning. We verify the increased understanding of integration and complexity. The paper then focuses attention on the problematic relationship between affect and reason: we suggest that interaction with knowledge per se can generate ambivalence and so we suggest that at the edge of knowing lies at a difficult emotional territory, where the interaction between the epistemological and ontological self presents opportunities for transformation while involving challenges that need to be paid attention to. The paper also offers a practical case study to integrate theorising with practice and to illustrate the role of emotions in perspective change and transformation. Thus, this chapter approaches the theme of interaction in education by exploring, from a theoretical perspective, the challenges of student interaction with knowledge, within the epistemological track of higher education. We propose that a more fruitful way to consider and work with these challenges comes by recognizing and considering both the epistemological and the ontological tracks of higher education, and especially the interaction between those two tracks.
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The prevailing theoretical discussion on reflection within adult and higher education focuses on the cognitive and rational dimensions of reflection, at the expense of the emotional and social dimensions. Consequently, the theories deal with the ideals, but leave issues pertaining to the understanding of the prerequisites, challenges, and obstacles of reflection largely unaddressed. This article proposes a theory which sheds light on the nature and the prerequisites of the process of reflection. The theory development was based on analyzing Jack Mezirow’s theory of transformative learning. In order to deepen the understanding of the emotional dimension which was fruitfully yet insufficiently conceptualized within Mezirow’s theory, Antonio Damasio’s neurobiological theory of emotions and consciousness was utilized as a complementary theory. Based on these differing theories, it was possible to construct a theory which conceptualizes the challenges to reflection and opens new directions for further research concerning integrating the cognitive and emotional perspectives.
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The concept of reflection is common to a range of learning theories and therefore carries various meanings and differing significance. Within theories of adult education, reflection is predominantly conceptualized as the rational analytical process through which human beings extract knowledge from their experience. This article critiques this cognitive bias. However, the author argues that a perspective of embodied experiential learning should not give preference to the body over the mind as a source of knowledge. Nor should researchers reject reflection as an exclusively cognitive process. Reflective practices can facilitate a learning dialogue between our implicit embodied experience and conceptual aspects of our consciousness. The author illustrates this with the example of the theory and practice of Gendlin’s Focusing. In conclusion, the author proposes a set of elements, characteristic of individual and collective human experiential learning, that can provide a framework for a more expansive and integrative conceptualization of reflection.
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This paper proposes basic epistemological, communicative and critically analytic criteria for the development of formal theory in adult education. Epistemological criteria focus on the ways in which the categories of knowledge comprising a theory are judged to be intellectually sound. Communicative criteria focus on the necessity for a theory to communicate its tenets clearly to practitioners. Critically analytic criteria refer to the manner in which a theoretical effort invites and exemplifies the critical scrutiny of its central propositions.
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This critical literature review is an attempt to build upon the theoretical debate of Mezirow's transformative learning theory by investigating what the empirical studies have to say about a perspective transformation. The review finds much support for Mezirow's theory, but at the same time suggests a need to reconceptualize the process of a perspective transformation. The review discloses a learning process that needs to recognize to a greater degree the significant influence of context, the varying nature of the catalyst of the process, the minimization of the role of critical reflection and increased role of other ways of knowing and relationships, and an overall broadening of the definitional outcome of a perspective transformation. Research needs to continue, particularly in the areas of cultural diversity, the fostering of transformative learning in the classroom, and the nature of and relationship between critical reflection and other ways of knowing. Designs of research including other methods beyond interviews, such as observations and content analysis in an ongoing educational context, would also be valuable.
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This article outlines a contemporary and comprehensive theory of learning that has been developed to match the modern concept of competence and therefore includes not only cognitive learning but also emotional and social dimensions. In relation to this, different kinds of learning are discussed and a framework is suggested comprising four learning types, including, as the most complex, transformative learning. The article also identifies three main types of nonlearning defined as mislearning, learning defence, and learning resistance. Two kinds of learning defence are described as everyday consciousness and identity defence, respectively. Finally, the terms habits of expectations (Mezirow) and sets of assumptions (Brookfield) are taken up as the key expressions to understand nonlearning in transformative learning theory, and it is concluded that this theory could profit from dealing more specifically with the emotional and social dimensions of learning and nonlearning.
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Encouraging adults to undertake critical reflection is one of the most frequently espoused aims of graduate programmes of adult education. A considerable body of adult educational literature has been produced in this area, most of it focusing on conceptual analysis or on debate reflecting the strains between progressive, humanistic and liberal interpretations of these processes and radical, critical, socialist interpretations. Missing from the debate surrounding critical reflection as an adult capacity has been attention to the way adults feel their way through critically reflective episodes ‐ to understanding the visceral, emotive dimensions of this process. This paper uses Marton's concept of phenomenography ‐ the exploration and portrayal of how learners experience and interpret learning ‐ to outline a phenomenography of critical reflection as it pertains to one group of adults who happen to be adult educators. Five themes emerge from journals, conversations and autobiographies: impostorship (the sense that participating in critical thought is an act of bad faith), cultural suicide (the recognition that challenging conventional assumptions risks cutting people off from the cultures that have defined and sustained them up to that point in their lives), lost innocence (the move from dualistic certainty toward dialectical and multiplistic modes of reasoning), roadrunning (the incrementally fluctuating flirtation with new modes of thought and being) and community (the importance of a sustaining support group to those in critical process). The paper elaborates these themes and describes how developmental activities for adult educators in critical process can be grounded in participation in critical conversations within learning communities.
Article
Peer Observation of Teaching is one process employed within higher education establishments in Britain that can be instrumental in developing the reflective practices of professional lecturers. It is a means of making the focus and purpose of reflection more explicit and effective through allowing academics to consider their roles as professional educators, and to seek and engage in relevant developmental processes as a consequence. In so doing, peer observation becomes key in attempting to define the quality of learning and teaching within an institution. This paper reports on peer observation practices in one post‐1992 university. It utilises data from semi‐structured interviews with lecturers, and identifies the need for peers to be more aware of what reflective practices involve. In addition, it identifies a need for using reflection to open up wider academic debate in order to develop more meaningful learning environments for students to work in.
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Schön's formative and influential notion of ‘reflective practice˚s is in danger of being widely adopted in higher education without rigorous interrogation of the central notion of ‘reflection˚s itself. This article sets out to situate the notion of ‘reflectivity˚s historically, and to critically examine its possible forms, interpretations and underpinning values. Schön's description of professional practice as an ‘artistry˚s (rather than a technique) is formally progressed, teaching being described as a critically reflexive, aesthetic practice. The article notes four underpinning epistemologies for reflective practice: technical rational; humanistic emancipatory; postmodern deconstructive; and radical phenomenological, and offers an articulation of different forms of reflectivity. A proposal is made for a complex, synthetic ‘holistic reflexivity˚s—distinguished from other kinds of reflection—as an aesthetic and ethical apprehension grounded in an ontological framework of radical phenomenology.
Article
Transformational learning is fundamentally concerned with construing meaning from experience as a guide to action. In his theory of perspective transformation, Mezirow presents a significant conceptualization of that process, but it is flawed in one major aspect: It fails to account for context. We examine the absence of context in the theory itself, then focus on the decontextualized form of rationality that underlies the process of critical reflection central to perspective transformation. Finally, we propose a contextualized view of rationality which maintains the essential link between meaning and experience.
Article
This article examines intercultural learning as a lifelong process. The data on which the article is based consist of 10 biographical interviews in which Finnish teachers were asked to talk about their lives from the perspective of intercultural learning. The analysis of the interviews showed that other people were involved in many of the experiences being referred to, and that these individuals played an important role in the stories. This article, therefore, focuses on the role of significant others in the intercultural learning of teachers. Three roles of significant others that arose from the data are introduced: transforming attitudes towards diversity; awakening and developing intercultural awareness; and developing ethical orientation.
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A set of ground rules and vocabulary to facilitate focused discussion about the structure of organization and management theories are proposed. The many previous efforts at defining and evaluating theory help establish criteria for theory construction and evaluation. In the establishment of these criteria, description is distinguished from theory, and a matrix of criteria for evaluating the variables, constructs, and relationships that together compose a theory is developed. The proposed matrix may be useful both for defining the necessary components of good theory and for evaluating and/or comparing the quality of alternative theories. Finally, a discussion of the way theories fit together to give a somewhat broader picture of empirical reality reveals the lines of tension between the two main criteria for evaluating theory.
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This book seeks to locate the essence of adult experiential learning, a central phenomenon in adult education. Chapter 1, The Theme of Adult Experiential Learning in Research, addresses theory building in adult education and developing a deeper understanding of adult experiential learning. Chapter 2, Theoretical Underpinnings and Methodology, describes sources, how to generate the research problems, and these methodological principles: hermeneutical text interpretation and grounded theory method. Chapter 3, Knowledge and Knowing in Theories of Adult Experiential Learning, considers the overall attitudes of Knowles, Kolb, Mezirow, Revans, and Schon to knowledge and knowing. Chapter 4, Individual Dimensions of Adult Experiential Learning, examines what "experience" means to the five scholars; how they describe the act of learning; how reflection and learning are related; how they define "the end point" of learning; and how learning and development are linked. Chapter 5, Social Dimensions of Adult Experiential Learning, addresses what kind of andragogical implications seem to follow from the individual dimensions of experiential learning; how an adult educator comes into the individual learner's learning; what kind of "being-with" an individual learner requires; and what an educator does. Chapter 6, Conclusion, gives a general profile of adult experiential learning by re-constructing its main categories and recommends directions for future research and practice. (Appendixes include 41 notes and 264 references.) (YLB)
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Within higher education, reflection has been seen as a prerequisite to quality teaching and developing as a teacher. However, little empirical research exists concerning the link between teacher reflection and action, which defines the extent to which the teacher’s reflection-based views are channelled to the benefit of the students. This article focuses on this link, as manifested through interviews with 76 university teachers. The findings shed light on practical challenges and obstacles along higher education teachers’ path from reflection to practice, and indicate that, despite the strong emphasis on reflection, it is far from being a self-evident tool for developing a teacher’s practice. Besides the pedagogical perspective, this link also appears essential from the viewpoint of the teacher experiencing teaching as rewarding. Issues that arise when theories of learning and reflection are applied to the context of the development of university teacher are considered.
Article
This chapter describes different ways of understanding emotions and their role in adult learning. The author suggests that our understanding of emotions is shifting from one where they are viewed as an obstacle to reason and knowing to more holistic and integral ways of knowing one's self and the world.
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The last significant review of research about transformative learning was in 1998 and was mostly focused on unpublished dissertations. In response, this paper reviews an exhaustive body of research conducted since that time, involving 40 studies, published in peer-review journals with a lens of analysis of new findings and insights on transformative learning theory. The review finds less research less about identifying transformative experiences in different setting, and more about fostering transformative learning and the complex nature of critical reflection, relationships, the nature of a perspective transformation and the role of context. Furthermore, even though qualitative designs still dominate, they have become more sophisticated and creative, including longitudinal and mixed-method designs and the use of video and photography.
Article
A crucial challenge in terms of research methods in philosophy of education is that of combining philosophical ways of analyzing and arguing, with the dialogical and pluralist way of thinking needed in educational research. In this article I describe how I dealt with this challenge in my research project focusing on educational implications of the positions defended in the debate on constructivism and realism between Israel Scheffler and Nelson Goodman. The key to my methodological approach is an emphasis on the role of a thoroughgoing process of analysis and synthesis. I see this process as the prerequisite for profound philosophical dialogue on education. © 2009 Journal of the Philosophy of Education Society of Great Britain.
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Abstract As even its defenders admit, reflection in education suffers from a lack of conceptual clarity. In this essay, Henk Procee provides a philosophical analysis of the central concepts in this domain. In the current literature, these concepts are usually taken from the pragmatic school of John Dewey and from critical social theory associated with Jürgen Habermas. In contrast, Procee argues that Kant’s philosophy incorporates ideas better suited to understanding reflection in education — particularly through his distinction between understanding (“Verstand”) and judgment (“Urteilskraft”), a distinction that supports an epistemology that accepts the special nature of reflection as judgment as opposed to formal learning (which, in Kant’s analysis, is part of understanding). In addition, Procee discusses some consequences for the aims and methods of reflection in education.
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This chapter updates transformative learning theory through discussing emerging alternative theoretical conceptions, current research findings, and implications for practice.
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We describe here the outcomes of our research on the reflection of six professors considered exemplary in their teaching. For instance, we found that they all held and used considerable knowledge about learners, as groups and as individuals, and used this knowledge in reflecting on the impact of their teaching. We use this information to elaborate on the role of reflection in the construction of teaching knowledge. Lastly, we address how the model of reflection we developed helps us understand the factors influencing one's ability to effectively reflect on teaching.
Article
We empirically explored whether academics from pure/soft and pure/hard fields engage in reflective practice on teaching differently and, if so, whether these differences could be partially explained by the epistemological structure of their discipline. Interview data from academics in pure/hard (N=30) and pure/soft fields (N=10) were deductively analyzed according to different types and domains of reflection as well as the nature of learning underlying these reflections. The greatest differences between the two groups were found with respect to reflection on core beliefs as well as within the domain of educational goals and purposes, both being more common in soft fields. Soft and hard fields engaged in instrumental, communicative as well as emancipatory learning about teaching but to different degrees. We propose that teaching expertise requires a disposition to engage in reflection on core beliefs, particularly but not exclusively within the domain of goals and purposes, the latter involving both communicative and emancipatory learning. The theoretical and practical implications of the study are discussed.
Article
Reflection is claimed as a goal in many teacher preparation programs, but its definition and how it might be fostered in student teachers are problematic issues. In this article, a report is provided of a review of literature on reflection, in particular focusing on strategies which assist its development in preservice programs. Next there is outlined a research project where types of reflection have been defined and applied to an analysis of student writing. Finally, the authors propose a framework for types of reflection as a basis for further research development in teacher education.
Article
Interpreting the ideas of Jurgen Habermas, the nature of three generic domains of adult learning is posited, each with its own interpretive categories, ways of determining which knowledge claims are warranted, methods of inquiry as well as its own learning goals, learning needs and modes of educational intervention. Perspective transformation is seen as one of the learning domains and the domain most uniquely adult. The nature and etiology of perspective transformation is elaborated with particular focus on the function of reification and of reflectivity. Implications of a critical theory for self-directed learning and adult education are explored. A Charter for Andragogy is suggested.