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                    <text>Journal of Education and Humanities
Volume 3 (1), pp. 81-104, Summer 2020
Professional paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020317

Globalization in the Time of the Coronavirus
Pandemic: From the Erosion of the Nation –
State to the Crisis of the Global Society
Adis Maksić, PhD

Adem Olovčić, MA

Selma Delalić, PhD

International Burch University
adis.maksic@ibu.edu.ba

adem.olovcic@ibu.edu.ba

selma.delalic@ibu.edu.ba

Abstract: This paper discusses the main structures and processes of
globalization in the context of the coronavirus pandemic. It begins
by revisiting the historical processes that have led to interstate
economic, cultural, political, and security interdependence, and the
consequent erosion of the capabilities of nation - states. The paper
then proceeds to examine the inability of global institutions to cope
with the pandemic, which has demonstrated that the nation – state
remain the primary actor at the global political map. Yet, the
discussion also shows that there is no viable alternative to global
interdependence, and there is the resultant need for a more effective
transnational governance.

Keywords: Globalization,
pandemic, coronavirus,
nation – state, global
governance, crisis.
Article History

Submitted: 30 June 2020
Accepted: 15 July 2010

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

1. INTRODUCTION
It has been said that high expectations produce deep frustration. This phrase has
found its empirical instantiation in the recent disappointments with the
outcomes of globalization. The past few decades have been characterized by a
great enthusiasm for globalization, where the world, in the form of a “global
village,” (McLuhan &amp; Powers, 1992) would be able to respond to challenges in
ways that had not been seen in the earlier eras of human societies. Yet, the
outbreak of the coronavirus pandemic has shown that globalization is not a
panacea for the world's ills. On the contrary, the pandemic has revealed the
unpredictable
and
often
contradictory
consequences
of
global
interconnectedness. The discussion that follows argues that the pandemic has
indeed demonstrated the ongoing centrality of the nation-states at the level of
global politics. Yet, it also concludes that there will be no permanent reversal of
the trends of economic integration and cultural exchange. The first task is to
provide conceptual clarity and situate the discussion in the historical context by
revisiting the emergence of patterns of social interaction that are grouped under
the term “globalization”.

2. GLOBALIZATION AND THE EROSION OF THE NATION-STATE
Although there are different understandings of the concept of globalization, at
the most basic level, it signifies the process of creating new, multiplying and
expanding social networks and activities. David Held (1997) thus understands
globalization as “the expansion and the deepening of social relations and
institutions in space and time that make daily activities increasingly influenced
by the events that take place on the other side of the world” (p. 310).
Globalization includes two interrelated elements: the openness of
international borders to increasingly fast flows of goods, services, finance, people
and ideas; and the changes in institutions and policies on national and
international level that facilitate or promote such flows. As patterns of human
interaction assume transnational forms, they create a new demand for
governance, to be addressed with what Ulrich Beck has termed “institutionalized
cosmopolitanism” (Beck, 2007, p. 9). This globalized governance signifies the
emergence of the various transnational institutional forms, from non – state
political actors, to global agencies and judicial structures.
Globalization can be disaggregated into “three general aspects” (National
Geography Encyclopedia, 2020). The first one is cultural, which speaks of cultural
interdependence, and the potential emergence of a global culture. The second one
is economic, and deals with trade and financial integration, along with the
reduction of the impact of government policies in the economy. Finally, the

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to the Crisis of the Global Society
Adis Maksić, Adem Olovčić &amp; Selma Delalić

political/legal aspect relates to the role of a state in a globalized world. All three
aspects are driven by the development of new technologies, such as the internet,
satellite, and high – tech computers. The inevitable and the most significant
changes in the globalization process are evident in the field of economics and
politics, and to a lesser extent on the cultural plane, therefore the following two
sections discuss the economic and political aspects in greater depth.
2.1. ECONOMIC ASPECT OF THE GLOBALIZATION AND EROSION OF THE
NATION – STATE
Economic globalization refers to strengthening and expanding of economic
relations worldwide. International economy, in the era of globalization, has
become closely integrated in a system based mainly on global production and
global finances aided by the global economic institutions and their agencies.
Thus, the end of the Cold War increased the power of the international economic
system by emphasizing the role of two main actors of economic globalization:
Multinational corporations (MNCs) and international economic institutions.
Global economy knows no boundaries and operates as if there are no political
barriers. All that is happening in the name and for the benefit of the world
community. The roots of globalized economy, according to Baalam and Dillman
(2014), can be found “in the early 1980s when U.S. President Ronald Reagan and
British Prime Minister Margaret Thatcher popularized the ideas and policies
associated with economic liberalism and free trade” (Baalam &amp; Dillman, pp. 17 –
19), whereupon, in the late 1980’s and through 1990’s many of the newly
industrializing countries in East and Southeast Asia integrated themselves into
the new global economy.
Economic globalization is offered as universal, benevolent, self –
understanding, systematic, scientifically legitimate and justified. Still, many
dramatic events and the phenomena of the modern world showed how the new
management and the new knowledge economy, through sophisticated and
coarse practices, is transformed into the dangerous and largely deceptive
ideology, which rests on pure commercial interests and consumerism.
For this aspect are particularly noteworthy the activities of international
economic institutions such as the World Trade Organization (WTO), the
International Monetary Fund (IMF) and the World Bank Group. The
establishment of the International Monetary Fund (IMF) and the World Bank as
a result of the conference in Bretton Woods in 1944, and after that, the General
Agreement on Tariffs and Trade, (GATT) in 1947 are important moments of the
economic globalization, especially, considering their main task to “create more
peaceful relations between states that traded with one another” (Baalam &amp;
Dillman, p. 19)
It is widely known that these organizations undoubtedly affect the
globalized economy nowadays by involving 95 – 100% of the total number of
countries worldwide in their activities. Their main task is to implement and
supervise the common global economy rules and policies that all countries are

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expected to follow. For example, WTO has about 160 members today (covers
approximately 95% of world trade) and the IMF today has 189 members (same
as the World Bank), with its mission to “foster global monetary cooperation,
secure financial stability, facilitate international trade, promote high employment
and sustainable economic growth, and reduce poverty around the world”
(International Monetary Fund, 2020). On the other hand, the main objectives of
the World Bank are reduction of poverty and improvement of living standards
among its member states. (World Bank, 2020)
So how can all this be connected with the nation – state? First and
foremost, traditional economic assumptions that the state encompasses a national
economy, that international economic activity takes place between such national
economies, that international trade takes place between national firms, and that
the primary function of international financial transactions was to facilitate trade,
in the era of globalized economy, are no longer valid. Globalization has
encouraged the development of a global capitalist economic system in which
every country has a stake. Capra (1983) claims that this is because world systems
are “integrated wholes whose properties cannot be reduced to those of smaller
units (such as nation states)” (p. 15).
In the book Losing control? Sovereignty in an Age of Globalization (1996)
Dutch – American sociologist Saskia Sassen, argues that economic globalization
has contributed to a “denationalization of national territory, in a highly
specialized and functional way” (Sassen, p. 33), caused mainly by international
corporate practices. The author identifies two important moments of influence of
the global economy on nation state, both based on practices of MNCs. First,
MNCs, although they are multinational (which is opposite to the traditional
concept of mono – national corporations) are highly centralized, and, second,
despite this, globalized companies are not strengthening countries in which they
are established.
The first implication is connected with the fact that multinational
corporations are relying on themselves and not on the countries where they are
situated or have affiliates. In such conditions, they are focused on strengthening
their own establishments, hierarchies of control, and degrees of autonomy. Yet,
these central functions are disproportionately concentrated in the national
territories of the highly developed countries. This means not only that a single
state is not able to tackle this, but also the necessity to include all the top – level
financial, legal, accounting, managerial, executive, and planning functions of the
company, nationally and worldwide, in order to run a corporate organization
properly.
Involving all these national and international actors, the company is
confirming its global position and excludes the possibility of national domination
in its central structures and processes. This is creating what the author names a
“space economy” (Sassen, p. 10), which affects the state in the way that one has
lost its significance on its own companies and their transactions. The second
important moment of the space economy is the influence of international
institutions; whose influence we have already presented.

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to the Crisis of the Global Society
Adis Maksić, Adem Olovčić &amp; Selma Delalić

With such a thesis, we can see that Sassen expanded the thesis of the role of
MNCs on the erosion of the nation – state, which is the one that most authors
agree with. The thesis is summarized by the former Malaysian prime – minister
Mahathir Mohamad, who claimed that international economic giants are not only
much bigger than developing countries, but also that such giants have an
aspiration to enter those countries. Once this is achieved, “local businesses will
simply shut down”. Furthermore, although their intention is not to influence the
state – policies, “the temptation to interfere with local politics may be too great
for these foreign giants to resist” (Mohamad, 2002, p. 134).
Raghavan (1996) expresses the significance of MNCs in terms of influence,
estimating that MNCs account for around one - third of total world economic
output and control around “two - thirds of the world economy” Based on liberal
aspirations of the liberation of the economy from the influence of the state and
relying on the aforementioned corporate practices and the influence of
international organizations, globalization, in economic sense has contributed to
the erosion of the nation – state and the strengthening of global interdependence.
From this point of view, we need to agree with scholar Thomas Friedman, who
was concerned about the extent to which globalization has a homogenizing effect
on societies around the world.i Friedman even argues that the basic characteristic
of contemporary economic markets is that “no one is in charge” and that “today,
more than ever, the traditional boundaries between politics, culture, technology,
finance, national security and ecology are disappearing” (Friedman, 1999, p. 15).
Albeit the economy plays an essential role in the processes of globalization, and
contributes, as we have seen, to erosion of the nation – state, the strengthening of
global economic relationships is intertwined in a relationship of mutual
reinforcement with a series of political decisions. The next section offers a more
targeted analysis of the role of politics in the erosion of the nation – state.
2.2. POLITICAL ASPECT OF THE GLOBALIZATION AND EROSION OF THE
NATION– STATE
Just as economic globalization has involved the strengthening and expansion of
economic relations around the world, political globalization refers to the same
processes when it comes to global political relations. Political processes raise an
important set of policy issues, pertaining to the principle of state sovereignty, the
growing influence of NGOs and the prospect of potential global leadership. It is
evident that these outgrow frames of nation-state, thus promoting nation-state
erosion.
Political globalization refers to the transfer of decision – making places
from national to international organizations and institutions. This is achieved
through interstate integration (e. g. European Union)ii and by ordering the world
as a global civil society that promotes the achievements of democratic citizenship,
i.e. universal human rights and the rule of law. With this said, and with our
purpose in mind, we will take into consideration the most significant political
structures and processes of the globalized world.

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Contemporary manifestations of globalization led to permeation of the nation
state boundaries founded during the previous several centuries, dating back to
rise of the concept of state sovereignty in the 1648 Peace of Westphalia iii. Author
David Held in his work Global Transformations (1999) describes the impact of the
Peace of Westphalia on creating a modern nation-state, emphasizing that with
this agreement the world is made up, and divided into sovereign territorial states
that do not recognize any higher authority. Creating long lasting relations
between countries is a goal, but only in order to meet national goals.
Furthermore, the common priority of every nation state should be minimizing
the interference of the state freedom(s). In the centuries following the Peace of
Westphalia, there was a centralization of political power, the expansion of state
administration, and the development of professional diplomacy. Although trade
ties between the states strengthened (and with that the emergence of capitalism
as an economic system), they were controlled and conducted by the states
themselves.
The nation – state system got its full swing at the end of the First World
War in the so – called Fourteen Points declaration, given by the former U.S.
president Thomas Woodrow Wilson, based on the principle of national self –
determination, and with aim to propose a postwar peace settlement. Relying on
liberal values, Wilson advocated that civic and political rights in all countries of
the international community should be as equal as possible, which would serve
as the basis not only for faster development of universal international legal
norms, but also for the liberalization of economic systems in the international
community.
Wilson’s presumption that all forms of national identity should get their
territorial expression in a sovereign national state led him, however to the idea
of establishing global system of collective security known as The League of
Nations. This international organization aimed to ensure collective security as
global regime based on agreement between the states that would join forces to
check any potential violator of international order. The basic idea of The League
of Nations was to reject war as a legitimate instrument of national policy and to
insist on collective security, which would find ways to prevent war by
threatening based on collective action.
Yet, the League of Nations had quickly shown its impotence, and was
utterly unable to respond to the rise of fascism in Italy and Germany, and
militarism in Japan. Wilson’s idea to give international cooperation a new
institutional expression was eventually realized through the founding of the
United Nations in 1945. Although deeply rooted in a political order based on a
modern nation – state system, the UN also served as a catalyst for the gradual
expansion of political action across state borders. While this mission in theory
weakened the principle of state sovereignty, in practice the next 45 years were
shaped by power politics between two super states – the USA and the Soviet
Union. The decisions on major political issues could be undertaken only with the
approval of the UN Security Council, which served as a club of powerful states,

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to the Crisis of the Global Society
Adis Maksić, Adem Olovčić &amp; Selma Delalić

Thus, UN decisions could be made and implemented only if they also overlapped
with these national interests.
When it came to specialized agencies whose activities were not as central
for the Cold War power competition, the picture was somewhat different. The
agencies such are World Health Organization (WHO) and International Labor
Organization (ILO), and funds and programs like United Nations Development
Programme (UNDP), United Nations Children’s Fund (UNICEF), and United
Nations Population Fund (UNFPA) were able to provide humanitarian relief in
many parts of the world, thus manifesting the principle that international
organizations were genuinely global, and that their subjects were human beings
regardless of their various subdivisions. With the end of the Cold War, this role
has become even more pronounced, and humanitarian interventions, sometimes
without the immediate agreement of the host government, have become more
frequent.
In this context, Paul Taylor (2001) observed that „The United Nations had
become involved in a multilayered system of governance sometimes working
with the states, sometimes alongside them and sometimes apart from them”. (p.
340) Basically, the UN’s involvement in states does not necessarily depend on
actual government approval, but rather, once present, it could act independently
of governments. With such impact, the matters of state became the matter of
international order, where states are no longer homogeneous entities and they
must be understood as open systems, having many channels for governmental,
non – governmental and transnational connections to international systems.
Another significant moment was the institution of international law. As a
historical artefact and product of revolutions, international law has emerged as
the expression of the mutual will of nations, undermining the traditional concept
of a legitimate hegemon derived from natural law. Designed to facilitate
international order, and first and foremost, to regulate the inter – state relations,
international law, with its multilateral form of legislation and its discourse of
institutional autonomy, in the age of globalization, is increasingly affecting
domestic legal regimes and practices. ivAs a mutual will of nations and based on
presumption that there’s no international legislature, executive and/or judiciary,
international law emerges as a normative force “generally accepted by states as
rules of conduct, with expectations that states will follow suit” (Joyner, 2005, p.
6)
Although, states were the primary agents of international law, being the
only actors empowered to formulate, enact, and enforce international law, as,
Rosalyn Higgins emphasizes, “that international law applies only to states”,
(Higgins, 1995, p. 40) rules of international law, nowadays, are no longer
confined to issues of establishing and maintaining order only among states.
Events of the modern world have contributed that individuals, groups, and
organizations are increasingly becoming recognized subjects of international
law. In this sense, Saskia Sassen emphasizes that in the age of globalization
international law “emerges as a site for regulatory competition among essentially
national approaches, whatever the issues – environmental protection,

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competition policy, or human rights” (Sassen, 2007, pp. 222 – 223). As a
consequence of this, a new and expansive body of international humanitarian
law was ushered in, supported by a mechanism of enforcement. This in turn has
given individuals, as well as some wider groups, such as various minorities, clear
rights under international law, effectively turning international law into
supranational law in that aspect.
Finally, it is not only the UN and international law that shape the
contemporary world. On the contrary, globalization has important political
functions in the context of maintaining peace, bringing peoples and their cultures
and civilizations closer together, thus fulfilling its cosmopolitan significance. For
that purpose, thousands of voluntary and non – governmental organizations
represent millions of ordinary citizens who are willing to oppose the economic
and political nation – states. Over the past fifty years, NGOs have increased
rapidly in number. The spread of their influence shows that the nation – state is
finding it increasingly difficult to manage these widespread networks of social
interdependence.
The aim of this part of the paper was to briefly mark contemporary
structures and processes that, as we have seen, from a political point of view have
contributed to the erosion of nation – states. However, globalization grounded in
this way has its risks, which will be discussed below, and will ultimately lead us
to the answer to our central question.
2.3. GLOBALIZATION AND THE CHANGING CONCEPT OF SECURITY
In the hierarchy of physical and emotional needs of human beings, security ranks
high second place immediately after meeting the basic psychological impulses
for survival. Human perception of security is extremely complex. Man, by nature,
has had the primordial urge to achieve safety and security against myriad threats
such as conflict, war, and violence. Apart from that, a constant drive to attain
economic security, job security, access to health and education, undisturbed
retirement revenue, guaranteed human rights, and equality, i.e. security against
any kind of social discrimination, has been ubiquitous (Manning &amp; Curtis, 2014).
In other words, people, throughout their lives, aspire to protect whatever they
value and hold dear. With the evolution of human race, values have changed, but
the aspirations remained consistent. “Feeling secure and well protected is one of
humankind’s most cherished goals” (Hough et al., 2015, p. 21).
Yet insecurity, violence, and conflicts are as old as social communities and
omnipresent in human life. If we rise above the individual level, nation-states on
the same matrix strive to achieve security, economic, first of all, through the
accumulation of wealth, which is consistent with the Mercantilist theory, but also
the military security through the accumulation of weapons, as the Realism theory
teaches us. According to Realists, we live in an anarchic world with no supreme
authority that would bring order and protect states from the pervading violence,
wars, and conflicts (Brown &amp; Ainley, 2005). Viewed from a historical perspective,
different economic, cultural, political, and social changes and developments have

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to the Crisis of the Global Society
Adis Maksić, Adem Olovčić &amp; Selma Delalić

influenced the occurrence and spread of violence and conflict. In this context,
globalization has brought about revolutionary changes in all spheres of social,
economic, political and cultural life, especially in the field of information and
communication, which in terms of volume cannot be measured with any period
in the development of human societies.
The pace of changes taking place in the modern globalized world is
perhaps best illustrated by the words of Bill Gates: “The pace of technological
change is so fast that sometimes it seems the world will be completely different
from one day to the next.” (Gates, 2019, p. 16). In this regard, Sorokin (1937, p.
430) in his classic work on social relations and war emphasizes that globalization
is "inherently disruptive and that an increasing incidence of conflict is an
inevitable bi-product of it."
During the last decade of the twentieth century, as the world suddenly
entered a new era of unipolar world order, which was created following the
collapse of the Soviet Union as one of the two Cold War superpowers, ideological
competition, arms race and fear of nuclear war were replaced by geo-economics
and plethora of non-traditional, unconventional and non-military risks and
threats. Liberal ideas have flooded the world, becoming generally accepted
guidelines even in the orthodox communist countries. As Oliver Ramsbotham et
al. (2011) argue “the dissolution of the Soviet Union brought to close the long
period in which a single international conflict dominated the international
system.” (p. 5) The processes of political and economic globalization were given
full swing, conferring, at the same time, a strong impetus to security aspect of
globalization, which gained its full momentum after 9/11 with George W. Bush
declaring a global war on terrorism.
Interstate conflicts have been replaced by intra-state, extra-state, religious
and ethnic conflicts, and secessionist movements. The traditional concept
advocated by Realists, which focuses on the teachings of sovereign nation-states,
established by the 1648 Treaty of Westphalia that face almost exclusively military
threats, has long been outlived and deficient (Buzan &amp; Hansen, 2012). In contrast,
“neoliberals suggest that military force is declining as a tool of foreign policy as
states seek the greater economic interaction necessary to prosper in a globalized
world.” (Keohane &amp; Nye, 2001, p. 98). Although nation-states are still the
backbone of the international system, after the collapse of the Soviet Union,
particularly following the 9/11 terrorist attacks, the system have come to be
dominated by myriad non-state actors, both in political and economic, as well as
in the sphere of security. The most notable are multinational corporations,
regional
and
international
organizations,
non-governmental
and
intergovernmental organizations, but also international organized criminal
groups and terrorist organizations.
Hence, the concept of security in a globalized world is not limited
exclusively to the state, but to the individual, state, and non-state, and apart from
military aspects (wars, ethnic and religious conflicts, proliferation of weapons of
mass destruction, terrorism), it comprises manifold nonmilitary facets such as
organized crime, environmental, disasters, food, health, economic, and political

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security. In addition to the extended scope, the concept of security has different
meanings and interpretations in different parts of the world. Some people spend
almost their entire lives fearing earthquakes, floods and other natural disasters,
some have daily fears that they will have nothing to feed their families the next
day, while some fear terrorist attacks and violence from mafia or other criminal
groups (Booth, 2012).
Therefore, for man to be truly safe and secure, it is necessary to live in a
society free of direct violence (war and conflict), as well as indirect structural
violence in the form of economic and political insecurity, inequality, segregation,
vulnerable human rights, etc. In this regard, Johan Galtung, one of the most
remarkable scholars and founders of modern peace and security studies coined
the terms ‘positive’ and ‘negative peace. In his view, "thinking solely in terms of
a negative conception is insufficient because this fails to take into account the
deep-rooted causes of conflict, as well as less obvious forms of violence"
(Galtung, 1990, p. 104).
Globalization has dramatically affected the increase of free trade, free and
fast flow of information, ideas, knowledge, but also the movement of people,
goods and services, especially those in the field of banking and insurance. These
developments have influenced economic, political, cultural, but also security
interdependence of countries unprecedented in human history. In the context of
security, the post-Cold War globalization favored the emergence and spread of
the influence of plentiful terrorist organizations, organized criminal and
insurgent groups, as well as mercenaries and warlords. “Such groups begin to
compete with one another for the resources of the failing states and this
competition has often taken a violent turn” (Kaldor, 2006, p. 92).
These groups began to behave and act in the same way as economic
entities ignoring national borders. Like multinational corporations, transnational
organized criminal and terrorist groups have their 'headquarters' in one country
in which they plan operations; the same operations are carried out in countries
around the world; they use some of them as transit countries, i.e. to transport
'goods' across the territory to the final destination; and deposit their criminal
proceeds in those countries that have favorable banking and financial regulations
(Godson &amp; Williams, 2002). In other words, we are witnessing the globalization
of crime, to the same extent as is the case with the economic and all other aspects
of modern life.
With this in mind, and the fact that today countries and societies around
the world are faced with a number of unconventional security challenges,
significantly different from those of the past, nation-states have found themselves
in a situation no longer able to make their own respond to these threats.
“Whereas in the past states were able to maintain internal order within their
territories, in large part as a result of globalization this ability has been severely
energized”. (Hough et al., 2015, p. 109) Therefore, states seek to eliminate security
threats and establish order, security and the rule of law in their territory, through
bilateral and multilateral agreements and association in various regional
organizations like the League of Nations, NATO, OSCE, EU, Europol, SELEC,

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Adis Maksić, Adem Olovčić &amp; Selma Delalić

and global agencies such as the United Nations, as a collective security system,
whose mission, in addition to conflict prevention, consists of peacebuilding,
peacemaking, and peacekeeping.
The core UN mission is carried out with the support of different programs and
agencies such as:
− UN International Drug Control Program – UNDCP
− UN Centre for International Crime Prevention – CICP
− UN Office for Drugs and Crime – UNODC
− UN Crime Prevention and Criminal Justice Division – CCPCJ (Hough et
al., p. 252)
− World Health Organization – WHO – an organization that has a leading
role in combating the coronavirus pandemic.
− Interpol
− World Customs Organization
Due to the current moment in which we live, constantly in fear for our
lives endangered by the invisible enemy COVID-19, we will finally pay special
attention to this serious security threat. Good connoisseurs of history are familiar
with the fact that infectious diseases since the Middle Ages onwards have
claimed more human lives than all wars combined. "Today, AIDS (Acquired
Immune Deficiency Syndrome) is the second biggest killer in history." (Hough et
al., p. 271) From the Second World War onwards, international relations were
dominated by military threats - organized crime, weapons of mass destruction
proliferation and terrorism.
The outbreak of the coronavirus pandemic re-emphasized importance of
non-military, health threats to the security of people, but also the national and
economic security of states, and showed the extent to which we are vulnerable to
events occurring thousands of kilometers away from our home. It only took a few
months for the coronavirus to spread, affecting almost every part of the planet.
And all this took place precisely 'thanks' to the immense mobility of people made
possible by globalization. (Chen &amp; Wilson, 2008) The seriousness of the situation
regarding the COVID-19 pandemic will undoubtedly push us to rethink and
prioritize security threats.
“The health of all peoples is fundamental to the attainment of peace and security”
(Preamble to the WHO Constitution)
By making individual efforts or by joining various regional and
international security organizations to combat a myriad security threats, states
seek to preserve peace and order in society, as a precondition for prosperity and
economic well-being, and to provide security to their citizens, which is the
primary function of every state.

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3. THE POLITICAL AND ECONOMIC RISKS OF GLOBALIZATION AND COVID-19
Uncertainty, as an inherent condition of globalization, is themed by various
authors such as Giddens (1991, 2009) and Beck (2001). Globalization has its risks,
and our goal in this part of paper is to understand them and related them to the
current pandemic.
3.1. GLOBALIZATION AND RISK
Throughout history, human societies were exposed to “external risks” (Giddens,
2009, p. 193), whose appearance wasn’t caused by human action. By this we
primarily mean the dangers from natural phenomena, such as droughts and
earthquakes. With globalization, however, we are increasingly confronted with
different types of “manufactured risks” (Giddens, p. 193), or those risks created
by the impact of our own knowledge and technology on the natural world. These
kinds of risks are outcomes of human interventions.
What is unique in the era of globalization is the creation of a space in which
responsibility for addressing the risks cannot be allocated to any single actor. As
in The Consequences of Modernity, Giddens observes, that the global spread of
modernity tends to produce a “runaway world” (Giddens, 1991, p. 137) in which
it appears that no one and no government is in overall control. In a world of rapid
change, traditional forms of trust are dissolved. While in the years past humans
engaged in social activities and shared responsibilities for their excesses through
tight-knit local communities, nowadays people influence one another in
numerous distinct ways and across large distances. Such impersonal relations
mean that humans are pushed to “trust” or have confidence in “abstract
systems”, as in environmental regulation agencies, multinational corporations or
international systems. Furthermore, people also rely on different policies and
laws (e.g. international law) that are closely related with quality of their lives,
believing that these structures will protect them in a certain way. Based on this,
trust and risks are closely bound together.
For Ulrich Beck (2001) German – born American sociologist, globalization
implies the processes that result from activities of transnational actors, while
identity and networks undermine nation – states and their sovereignty and
interconnectedness (p. 28). Events in different corners of the world produce
global shockwaves a phenomenon that Beck names “reflexive modernity”. This
reflexive modernity is a paradigm shift of the “industrial modernity” and
appears as “a multidimensional, polycentric, contingent and political” risk –
based society (Risikogesellschaft) (Beck, p. 25). The notion of a risk society means
that the past is losing its determining power for the present. In a nutshell, we’re
not able to learn from the past anymore. Beck argues that this situation should be
changed by reorganizing our lives, behaviors, and processes on the “local –
global” basis (Beck, p. 30).
One area of this reorganization is global health. Along with the people,
diseases travel to all corners of the globe at an increasingly fast rate, creating a

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Adis Maksić, Adem Olovčić &amp; Selma Delalić

need for global health governance. No case has made this as evident as the 2020
rapid spread of the coronavirus from a market in the Chinese city of Wuhan to
nearly every country in the globe in a span of a couple of months. The case has
demonstrated a global threat on the one hand, and the absence of a global
institution equipped with staff, finances and policy enforcement capacities to
effectively address it on the other. In response to the crisis, the most relevant
international organization, the World Health Organization (WHO), has been
forced to take a back seat. It was the nation-states that quarantine citizens, closed
borders, and created social distancing practices, in some cases in disregard of the
WHO analyses and recommendations. The most powerful of these and the
primary WHO funder, the United States, has accused the WHO of mishandling
the crisis and threatened to hold back the funds.
COVID – 19 pandemics has undoubtedly shown that neither international
organizations with their agencies, nor national governments were ready for an
immediate and effective response in the face of a deadly global pandemic.
Therefore, our main task, in the following rows, is to understand the impact of
the coronavirus on the main structures and processes of the globalized world.
3.2. THE EMERGENCE OF CORONAVIRUS AND ITS IMPACT ON GLOBALIZATION
Based on Giddens’ theory of “external” and “manufactured” risks of
globalization, we can say that the emergence of coronavirus is, undoubtedly a
manufactured risk based on human activity, and/or human influence on nature.
The emergence and spread of the coronavirus (an animal virus) arose as a result
of the meat consumption of certain animal species in China, in the Wuhan region,
where the virus first appeared.
If we take into consideration Beck's understanding that globalized risk
society is multidimensional, polycentric and political, we can see that
coronavirus has affected several dimensions of global society at the same time –
mainly the processes and structures that we’ve discussed in the first part of this
paper. Now all these processes and structures are in question, and their order is
on the brink of survival. The coronavirus pandemic has undoubtedly had a
devastating effect on the global economy. OECD identifies this crisis as the
largest economic crisis of the 21st century, even bigger than the crisis that
followed after the 9/11 terrorist attacks and the 2008 financial crisis (OECD,
2020). The following chart shows the impact of the pandemic on national
economies, based on the decline of annual GDP.

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Figure 1. Decline of annual GDP as a sign of a recession
(Retrieved from: https://www.bbc.com/news/business-52089127)

However, the first real indicator of this crisis is the rapid decline in world
oil prices, bringing the price of a barrel of oil below 30 USD/barrel. The price of
crude oil fell even below 20 USD/barrel, which is the lowest price recorded in
the last 18 years, and OPEC and other countries have now agreed to cut
production. Besides this, the world still has more crude oil than it can use, so, the
predictions are that the Gulf states, dependent on oil exports, will feel the brunt
of the crisis.
On the chart below, we can see the fall of oil prices on the world market at the
time of the pandemic.

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to the Crisis of the Global Society
Adis Maksić, Adem Olovčić &amp; Selma Delalić

Figure 2. Oil Prices from 2000 to 2020
(Retrieved from https://www.bbc.com/news/business-52089127 )

On the other hand, all world stock markets recorded a large slump. Many
investors fear that the spread of the coronavirus will destroy economic growth.
In response, central banks in many countries reduced their interest rates. In order
to boost the economy, this process should make borrowing much cheaper and
affordable and therefore encourage spending rate. Still, the fact is that the poor
countries will, due to their inability to answer properly, encounter the greatest
effects of the crisis. On the following chart, we can see the impact of coronavirus
on stock markets since the beginning of the pandemic.

Figure 3. The impact of coronavirus on stock markets
(Retrieved from: https://www.bbc.com/news/business51706225?intlink_from_url=&amp;)

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However, despite the efforts of governments, the global economy cannot
survive without the influence of international economic actors. For the purpose
of this paper, we will focus on the reaction of international economic institutions,
the roles and capacities of MNCs and the global supply chains they’re involved
in.
Firstly, we will summarize the response of the World Bank Group, which
represents a prime example of a global institution in charge of helping countries
deal with economic shocks. It is directly involved with the most vulnerable
countries in the world, and as such has the most important role in helping
countries deal with this crisis of all international institutions. In that context it
has already reached out to 100 developing countries with some sort of aid. For
that purpose, the World Bank Group has delivered record amounts of aid and
has pledged 160 billion USD in the next fifteen months, for developing countries
– to help deal with health, social and economic issues which emerged as a
consequence of the pandemic. Regarding this, the potential issue for the World
Bank Group is the threat that this institution has reduced funding from member
countries due to their reduced fiscal capacities and small budgets, which are
direct consequences of diminished economic activity in the countries.
Secondly, the World Trade Organization, is nowadays concerned about
the impact of the pandemic on global trade. According to a statement given by
Roberto Azevedo, in the recent meeting in Geneva, the pandemic will incur
significant consequences on world trade. Regarding this, their efforts are directed
towards reaching an agreement on subsidies in food production, online trade and
fishing industry. (World Trade Organization, 2020) The full extent of
repercussions on global trade by this crisis remains to be seen.
Thirdly, like all other global economic institutions, the International
Monetary Fund, is faced with the duration and uncertainty that the global crisis
caused by the coronavirus brings. The emergence of coronavirus has changed the
expectations of the IMF on the projected growth of per capita income in different
countries. The managing director of the IMF, Kristalina Georgieva says that this
institution projects that more than 170 countries will experience negative per
capita income growth this year (International Monetary Fund, 2020).
In order to face such a crisis, the IMF created a so - called 4-Point Plan
(Georgieva, 2020), which summarizes the four main priorities of IMF action in
the coming period. The activities of the IMF will be aimed at: first, prioritizing
health spending for testing and medical equipment, in order to defeat the virus
and defend people’s health; second, providing timely financial and fiscal support
to households and businesses; third, reducing financial stress while monitoring
global economic stability; and, fourth, planning recovery by minimizing the
potential scarring effects of the crisis through policy. For these purposes, the IMF
has a lending capacity of about 1 trillion USD, which is already placed at the
service for the member countries. It is important to keep in mind that the
activities of the IMF are short - term, and that this institution will adapt to the
new situation(s).

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The pandemic brings with itself a damage for multinational corporations
as well, and that situation can be understood in two ways: first, halting
production in the affected countries, mostly semi - periphery and periphery
countries, where MNCs have their branches and with that, hitting supply chains
around the world; and, second, steep drop in consumption together with
collapse in confidence, which results in giving priority to domestic products and
turn to smaller domestic producers. Not just with pandemic, many companies
are now seeking alternative suppliers in countries that appear less vulnerable to
disruption, but also, the confidence of producers and consumers is now oriented
toward its own markets.
According to the United Nations Conference on Trade and Development
(UNCTAD), 42 of the 100 largest multinational companies in the world said they
were facing the problem of profitable business (UNCTAD, 2020). his means that
they have to reduce allocations for investments, which will have a negative
impact on the operations of banks, and then on the rest of the economy. The
situation is made worse by the dramatic increase of private sector debt which
was ushered by FED’s expansive monetary policy in the aftermath of the 2008
financial crisis. According to the Washington Institute of International Finance,
non – financial private sector debt was on level 56.25 percent higher in 2019, than
it was in 2009. Now, the bill might come due by increasing economic damage and
further shaking the financial markets.
It is not clear yet what the final economic outcome of the coronavirus
pandemic will be. Yet, we can say with certainty that the rigorous measures
applied by international economic actors, albeit necessary to combat the virus,
are putting most of economies “on life support — into some sort of deep freeze”
(Oxenford, 2020), with the prediction that they will come out of in the period of
the next six months. Although some economic analysts have gone so far as to
state that the coronavirus has dealt a final blow to globalization and the global
economy, the future is, in our opinion, much less certain. In political terms,
coronavirus has, undoubtedly, led to a crisis of globalization. Such a crisis is
anticipated through many major or minor events in the recent past, like Britain’s
exit from the European Union (Brexit), closing the boundaries for migrants in
western states, and awakening of nationalism in many countries worldwide. Still,
no one could have predicted that the aforementioned crisis would rapidly
escalate amid the intensifying health crisis, which prompted countries around
the globe to effectively shut down and turn to themselves.
Although globalization, with its features, has brought the possibility of
local, regional and global spread of diseases, as a consequence of interregional
movement of people, goods and ideas, where a health problem in any part of the
world can rapidly become a health threat to many or all (Lee, 2004) there was no
concerted, coordinated international effort at tackling it. In this context, we will
discuss the role of the World Health Organization as a main global institution for
health – related issues
On international level, global health has become a concern since the early
1990s, (with emergence of HIV/AIDS), and interest for this issue has been

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expressed significantly during the 2000s. This concern produced Resolution 1308,
the first health - related UN Security Council resolution (Cf. Lee, 2004). Likewise,
health has begun to play an increasingly prominent role in Group of Seven (G7)
and Group of Eight (G8), during their summits in the early 2000s. These summits
produced the Global Fund to Fight HIV/AIDS, Tuberculosis and Malaria at the
G8 Summit in Genoa in June 2001 and was accompanied by commitments by the
wealthiest countries to dimidiate the infectious disease burden by 50% by 2010.
Similar discussions have been held at the World Economic Forum, attended by
government leaders, corporate executives and other prominent individuals, held
annually in Davos, Switzerland. All of these initiatives have been related to
“health security” (Cf. Lee, 2004).
With these developments, and together with the support of the health
community, the WHO certainly began to play a prominent role. Yet, the WHO’s
position, as the main global actor on health issues was conditioned with different
epidemiological trends, the emergence of new actors, paradigmatic shifts in
ideology and values, and pressures on resources (Godlee, 1994; Lucas et al., 1997;
Vaughan et al., 1995). States, as financiers, still had the upper hand, and WHO
over the past decades has “faced criticism for being overly bureaucratic,
politicized, and dependent on a few major donors”. (King, 2020)
These criticisms have become even more prominent in the case of the
coronavirus pandemic. There is widespread belief among governments and
public across the globe that the World Health Organization, as an umbrella
institution in this area, failed to adequately respond to the crisis. Due to pressure
from financier countries, especially after Trump's statement about reducing
donations that the U.S., as a main donor (see the chart below), gives to WHO, this
organization is now concerned, not just with the pandemic, but also, with the
aspiration not to anger its main donors. Namely, Trump's concept envisions
reducing US contributions to 10 percent of what they used to be. Measured by
the U.S. contribution for 2018 and 2019, that would mean a reduction to
approximately 44.7 million USD per year, from the previous number of 115.8
million. The crisis has thus fully illuminated that the influence of WHO in the
area of health governance pales in comparison with that of nation-states in
general, and with those of its powerful donors in particular. Indeed, the growth
of global governance over the last several decades has not elevated the primary
international health organization above its dependence on the will of national
governments.

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Figure 4. The main financial contributors to the WHO
(Retrieved from: https://www.statista.com/chart/21372/assessed-contributions-tothe-world-health-organization)

The chart above shows that the main donors of the WHO are U.S., China,
and Germany, countries among those most affected by the pandemic. It is
important to note that by April 30th, 2020, neither China nor the United States had
paid their 2020 membership fees, although this was supposed to be done on
January 1st (WHO, 2020). Germany, for example, has so far paid only half of its
membership fee.
WHO thus remains dependent on the help of its donors, unable to answer
properly and autonomously to a genuinely global crisis. In addition to shaking
the importance of the WHO, the pandemic has also shown that nations – states
have become aware of their own power. While the coronavirus crisis will not put
an end to globalization, it is this newfound confidence of national governments
that will carry over into the post-pandemic age, slowing the speed, density and
breath of future flows of people, goods and information across state borders.
Most importantly, it will encourage states to resist delegating parts of their
sovereignty to transnational actors.
The world we live in is, as Thomas Friedman emphasized, “more easily
prone to shocks and extreme behaviors”, and these are showing that such a world
“is not flat, but fragile” (Friedman, 2020). When it comes to globalization, we
have gone too far and from this point, our return to other, old systems is highly
improbable. Yet, the shock of COVID-19 and its lessons will strengthen
tendencies of states to resist the spill over of the ongoing sociological

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transformations that globalization brings about into the realm of political
governance.
4. CONCLUSION
This paper has discussed several phenomena connected, with the concept of
globalization in general, and the influence of the coronavirus pandemic on its
main structures and processes in particular. For that purpose, we explored the
extent to which globalization contributed to the erosion of a nation – state by
examining the political and economic structures and processes that affect global
governance. Globalization, as we could see, has transformed and firmly
integrated the global community, creating rapid flows of goods, people,
technology, information and ideas across national and transnational borders.
Reflected in the expansion and the strengthening of social relations and
activities, the phenomenon of globalization affected economic, security, and
political structures of nation-states, thus leading to internationalization and
erosion of state sovereignty. With its economic and political, and to a lesser extent
cultural aspect, globalization has created a global governance system in which
many decisions are made by international institutions and transnational
corporations (TNCs). Parallel to this shift in political actors, we have seen the
development and a growing importance of international law. As a result of an
increasingly globalized world, states lost power and authority to control policy
making in several areas, the most pronounced of which is in the economic realm.
On the other hand, globalization has created new risks, which can cause
unpredictable and very often long – term consequences. Indeed, the outbreak of
coronavirus, primarily in China and then all over the world, has shown that the
risks carry the seeds of globalization’s own reversal. While the pandemic will not
bring global integration to a screeching halt in any permanent sense, the
quarantine measures, the curfews, economic stimulus packages and other
responses have largely followed nation-state lines, bringing to full visibility those
same lines that many observers have speculated were on the path of
disappearance. At the same time the WHO, as an umbrella international
institution for these issues-pressured by the member countries with debts and
conditionings – found itself unable to react properly on the lasting health crisis.
In the end, we could say that coronavirus has slowed down and called into
question globalization as we know it. States have found new confidence, and in
the post-corona world will be more daring in resisting political transformations
that come at the expense of their power. Yet, the coronavirus has also reminded
us that people everywhere belong to one single humanity. Nations were united
in their vulnerability, while the success of measures against the threat depended
on responsibilities of people to one another.
Moreover, as state responses varied, they produced divergent results.
Many states depended on outside advice and assistance. The less developed ones
emulated measures from those with greater expertise and a better health system.

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Thus, COVID-19 has also confirmed that the world in which we live in is
genuinely global. It told us that globalization is not a panacea for world’s ills, but
also that the unity that this process encompasses can help us confront global
plagues that no country can fight alone.

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Friedmann understands the globalization process as extremely dynamic. Globalization means the
undeniable integration of markets, nation states and technologies to an unprecedented degree, so that it is
now to individuals, companies and countries it is possible to reach around the world, farther, faster, deeper
and cheaper than ever before. According to him, globalization is determined by some of its own
technologies, computerization, miniaturization, digitalization, satellite communications, fiber optics, and
the Internet.
ii In the European Union, states have transferred their competences to supranational organizations, so they
even made a monetary union – the Eurozone. The visible consequence of these processes and decisions is
erosion of nation – states.
iii The formulation of sovereignty (the term coined by French philosopher Jean Bodin in the 16th century), as
a core concept in contemporary international relations, was one of the most important intellectual
developments leading to the Westphalian revolution. For Bodin, sovereignty is understood as a „absolute
and perpetual power vested in a commonwealth“. (Bodin, 1967, p. 25)
iv International law consists of a body of both rules and norms, regulating interactions among states, between
states and intergovernmental organizations (IGOs), and in more limited cases, among IGOs, states and
individuals. In the era of globalization, the third moment is particularly prominent.
i

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Volume 3 (1), pp. 67-80, Summer 2020
Original research paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020316

Attitude towards learning English as a foreign
language
Haris Delić, MA
International Burch University
harisdelic91@gmail.com

Abstract: Attitude of students towards learning and learning
outcomes is one of the main predictors on the basis of which teachers
can establish a productive and successful learning environment. This
study aims to investigate the negative attitudes that students may
have towards language learning in high school. This is a descriptive
study with a quantitative approach. The data has been collected from
160 high school students in Bosnia and Herzegovina (B&amp;H) using a
questionnaire adapted by researchers.
The data analysis encompasses means, standard deviations,
frequency, multiple comparisons, Pearson correlation coefficient, ttest and One-way ANOVA. We looked into the frequency of reported
attitude towards English language learning, the differences between
positive and negative attitude, as well as the differences between
genders and grades in terms of the representation of reported
attitudes. The results show that our participants report more
negative than positive attitudes towards language learning and that
the factors which influence their negative attitudes are school policy,
learning environment and teaching methodology. The results also
indicate that there exists no statistically significant difference
between genders, as well as between four high school grades in
terms of their interpretation on positive and negative attitude
towards English language learning.

Keywords: Negative
attitude, language learning,
learning environment.

Article History
Submitted: 22 May 2020
Accepted: 6 July 2020

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Volume 3, Issue 1, Summer 2020

1. INTRODUCTION
Students’ attitudes towards language learning as well as the factors that influence
them have been studied by various researchers using different methods.
According to one definition, attitudes are beliefs or opinions about a certain issue,
in this particular case, the language (Gardner, 1985), and Wenden (1991) classifies
the term “attitude” into three interrelated components: cognitive (beliefs,
thoughts or viewpoints), affective (an individual’s feelings and emotions), and
behavioral (the tendency to adopt particular learning behaviors). Among
authors, Gardner (1985), Dörnyei (2001) and Allport (1935), to name a few, serve
as pioneers in this scientific field. Since the school represents the environment of
community and education there are, according to Gardner (1985), educational
and social types of attitudes, the first observing teachers, materials and the
language, and the latter concerned more with cultural and environmental aspect
of the school. Students’ attitude towards a language, whether positive or
negative, represents impressions of linguistic difficulty or simplicity (Dervić &amp;
Bećirović, 2019), i.e. ease or difficulty of learning. They can also shape an image
about the speakers of that language. Language attitudes may have an effect on
second language or foreign language learning. The measurement of language
attitudes provides information which is useful in language teaching and
language learning.
However, the negative attitudes of students, as predictors of possible
failure to succeed in the process of second language (L2) learning (possible failure
to learn a second language), have not been extensively studied. As such, the
concept was adopted and research has been conducted by Ghaedsharafi et al.
(2019), whose questionnaire was used in this research. Successful teachers lead
their students towards the goals of education (Delić &amp; Bećirović, 2016) and
creating positive attitudes about learning. This study looks into the concept of
attitude, focusing on its negative aspects as one of the major affective factors for
failure in learning a foreign language. More specifically, it investigates Bosnian
high school students’ negative attitudes towards learning English language.
Additionally, it attempts to determine the influence of students’ demographic
profile i.e. gender, class and English language final grade on their negative
attitudes towards learning English. Thus, the current research may serve as a
pioneer project in the context of Bosnian high school students’ language learning
and may, together with the research on motivation, gender, and age (Ahmetović,
Bećirović, &amp; Dubravac, 2020; Bećirović et al., 2018; Dubravac &amp; Latić, 2019;
Kovačević &amp; Akbarov, 2015; Latić &amp; Dubravac, 2019; Mašić et al., 2020) contribute
to the improvements in the L2 learning processes in general.

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�Attitude towards learning English as a foreign language
Haris Delić

2. LITERATURE REVIEW
2.1. RESEARCH ON ATTITUDES
Attitude has been regarded as an important factor of academic success. Attitude
as a concept is as important as cognitive behaviors (Bloom, 1995). Gardner (1985)
sees attitude as a component of motivation, while the existence of motivation
depends on three elements: effort, desire to attain and favorable attitudes.
Among the factors that influence students’ attitude towards language learning
are teacher’s pedagogical approach, family expectations, parents’ socioeconomic
status, gender, age, etc. (Abolfazli &amp; Sadeghi, 2018). Based on their investigation,
Abolfazli and Sadeghi (2018) have concluded that “gender and age range do
not contribute significantly to the differentiation of participants according to
their attitudes towards English, even though males had a slightly higher mean
score than females and elder students had more positive attitude than younger
students” (p. 14). Other authors, such as Lasagabaster (2005), investigated
whether language competence, the socio-linguistic context and the knowledge of
the second/foreign language play a significant role in shaping students’ attitudes
towards a language.
Attitude towards language learning can be both negative and positive. The
positive attitude enhances learning, since the willingness to be able to
communicate with native speakers of the language they are learning motivates
learners to learn more and the process is therefore more likely to succeed (Noels
et al., 2003, p. 36). On the contrary, negative attitude can hinder or slow down
language learning because those attitudes emerge when learners are not
motivated, not interested or have difficulties with the teacher (Ellis, 1994, p. 197201). Negative attitudes, even though producing negative effect on learners, may
also have a positive effect. This may happen if the learners have a strong will to
learn a language (Ellis, 1994, p. 200), or when students are persistent and struggle
hard and fight those negative attitudes. The willingness to achieve a good grade
or language fluency may turn negative attitudes into positive ones (Lennartsson,
2008). Another characteristic of students’ attitudes is that they can change. They
may have negative attitudes at the beginning of the language learning process
and later on they may get used to it and acquire positive attitudes, or their
positive attitudes may change into negative ones due to low grades, failure to
lead a fluent conversation, and the like. Dewaele (in Wei &amp; Cook, 2009) states that
attitudes “shift as a consequence of political circumstances (war), or migration
patterns, when a new language suddenly emerges in the local linguistic
landscape and becomes associated with a particular style of music or activity” (p.
172). He mentions other works on this issue (such as Dörnyei &amp; Clément, 2001),
and provides results which say that attitudes vary within a particular country
and even between regions. He also concludes that “macro contextual,
geopolitical factors significantly affect people’s language attitudes” (p. 173).
These factors, along with age and gender, are likely to affect the attitudes towards
EFL learning.

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2.2. NEGATIVE ATTITUDES
Attitudes towards language learning, since they represent reactions to objects
and environmental factors in the learning process that can be evaluated, can be
positive and negative. Certain factors contribute to each type. Zainol Abidin et
al. (2012) state that “negative beliefs may lead to class anxiety, low cognitive
achievement, and negative attitudes” (p. 120).
Aliakbari &amp; Gheitasi (2017) researched the connection between attitudes
towards foreign language learning and test anxiety and they found that there was
a relationship between test anxiety and attitude and that females showed more
optimistic attitudes towards English language learning (ELL).
Shvidko (2013), presenting the results of the findings of students' attitude
towards English-only environments in school reports that their expressed
negative attitude is due to forcing students to speak English, and punishments,
teachers' reactions to students speaking L1 (p. 2). Negative attitudes have a
detrimental effect on learners’ motivation (Bratož et al., 2019, p. 3). Gömleksiz
(2010) concludes that, in order to understand how negative attitudes can be
changed into positive ones, “teachers should be aware of the factors affecting
students negatively and should take the needs of students into consideration” (p.
917).
Rahimi &amp; Hassani (2012) investigated the role of learning materials in
learners’ attitude shaping and they found correlation between them. They
conclude that “it is evident that students often develop negative attitudes
towards learning English as a foreign language due to the lack of stimulating and
authentic learning material and tasks” (p. 71). The analysis of predictors of
negative attitudes towards language learning can be found in Ghaedsharafi et
al.’s paper “Investigating Predictors of High School Students’ Negative Attitudes
Towards Learning English by Developing, Validating, and Running a
Questionnaire“ (2019). There, the authors have reported that the materials that
students use for English language learning are “the best predictor of negative
attitudes that can be considered as the most practical and key finding of the
present study” (p. 147). Materials, they conclude, can have an effect on other
teaching and learning factors and contribute to inappropriate learning
environments. Moreover, they found that the learning environment and
difficulty to learn English contribute to the development of negative attitudes as
well.
2.3. ATTITUDES AND GENDER, CLASS AND SUCCESS
The overall findings of a great deal of research on the attitudes’ role in second
language learning show that positive attitudes and motivation are related to
success in second language learning (Gardner, 1985). Among the factors that
affect attitudes are gender differences, education level, socio-economic status,
grade level, GPA and proficiency level, etc.

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Haris Delić

Investigating 1275 students, Gömleksiz (2010) found out that there exists
a statistically significant difference between gender, grade level and department
variables. In his research, female students obtained more positive attitudes than
males, and in terms of grade level sophomores demonstrated more positive
attitudes than freshmen. Bećirović (2017) found that females are significantly
more motivated to learn English as a second language than males are. Pourfeiz
(2014) conducted similar research on 157 students learning English language in
the Turkish context. The findings of his research reveal that 75% of Turkish EFL
students have positive attitudes toward FLL.
In terms of the BiH educational context, there are various research papers
that took into consideration language acquisition processes. Latić and BrdarevićČeljo (2018) investigated the differences in language use by men and women and
found no significant differences between genders regarding their beliefs about
communication.
According to Bratož et al. (2019), to define language attitudes one needs to
include various concepts such as “attitudes towards language variety or dialect,
attitudes towards speakers of a specific language or variety, attitudes towards
language learning, attitudes towards the learning situation, and attitudes
towards language related behaviors, such as language use and language
maintenance” (p. 3). Despite the importance of students’ attitude in the language
learning process and its impact on their achievement, the role of L2 students'
attitude towards English has not met sufficient observation in the context of
B&amp;H, and thus the importance of this study is a try to bridge such a gap.
3. METHODOLOGY
In this research a quantitative approach to data collection and analysis was
employed. For the purpose of the research a questionnaire was used.
Questionnaires in general, and in this particular case a questionnaire distributed
online, are easy to construct and allow researchers to gather data practically,
economically, and in a short period of time. By using the questionnaire
researchers can easily collect information about students’ habits, preferences and
backgrounds.
3.1. DATA COLLECTION INSTRUMENT
The instrument used for this research was developed and validated by
Ghaedsharafi et al. (2019) and was used in this research with the authors’
permission. The questionnaire was translated into Bosnian language and as such
delivered to students so that its administration to the Bosnian students at
different levels of language proficiency would be easier. It was delivered to
students in online form (using surveyplanet platform). It contains 30 questions
with response options on a 5-point Likert scale, ranging from 1 to 5 (1= Strongly
disagree, 2= Disagree, 3= Neutral, 4= Agree, 5= Strongly agree). Following the

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explanation of the nature and purpose of the study, students were asked to
complete the questionnaire anonymously and without time limit. It contains
statements of attitudes towards language learning which were later grouped into
six groups, namely teaching methodology, difficulty to learn English, learning
environment, materials, affective factors and school policy. Cronbach’s alpha
was employed to assess the reliability of the instrument and the coefficient
amounted to 0.86, which is an acceptable index. Each set of questions was
assessed for internal consistency using Cronbach’s alpha (see Table 1).
Table 1 Reliability Indices
N of items Cronbach’s alpha
Affective Factors
4
.81
Teaching Methodology
4
.71
School Policy
4
.63
Learning Environment
4
.50
Materials
9
.84
Difficulty of Learning
5
.81
English

3.2. PARTICIPANTS
Participants in this research were 160 high school students, both males and
females, studying at four different grade levels in a public high school in Visoko,
Bosnia and Herzegovina. There were 47 girls (47.5%) and 52 boys (52.5%). As for
the grade level, there were 30 first grade students (30.3%), 24 second grade
students (24.2%), 26 third grade students (26.3%) and 19 fourth grade students
(19.2%). Almost half of the participants, precisely 45.6 %, indicated that they had
an excellent average grade in English language course. Table 2 summarizes
participant information.
Table 2 Gender, grade, and average course grade of participants
Frequency Percent
Frequency Percent
Mark 1 4
Gender
Male
74
46.3
2.5
Female 86
53.8
2 16
10.0
Class
First
39
24.4
3 29
18.1
Second 54
33.8
4 38
23.8
Third
37
23.1
5 73
45.6
Fourth 30
18.8
Total
160
160

3.3. DATA ANALYSIS TECHNIQUES
The collected data were analyzed using Statistical Package for Social Sciences
(SPSS, v. 26). Frequencies and means were computed to ascertain the types and
frequencies of the students’ attitudes towards language learning. Firstly,

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�Attitude towards learning English as a foreign language
Haris Delić

descriptive analysis including mean, standard deviation (SD) and frequencies
was employed. An independent samples t-test and a one-way ANOVA were
used to show the differences between the grade levels.
3.4. RESEARCH QUESTIONS
The following research questions guided the study:
1. Will Bosnian EFL learners report more negative than positive attitude towards
foreign language learning?
2. Is there any statistically significant difference between positive and negative
attitude towards foreign language learning and gender?
3. Is there any statistically significant difference between positive and negative
attitude towards foreign language learning and different grade levels of
students?
Based on the research questions, the following hypotheses have been
tested:
1. Bosnian EFL learners will not report more negative than positive attitude
towards foreign language learning.
2. There is no statistically significant difference between positive and negative
attitude towards foreign language learning and gender.
3. There is no statistically significant difference between positive and negative
attitude towards foreign language learning and different grade levels of students.

4. RESULTS
A Pearson product-moment correlation coefficient was computed to assess the
relationship between the grouped variables of different types of students’
attitudes. There is a strong positive correlation between the affective factors and
the variable “difficulty to learn English”, r = .681, n = 160, p &lt; .001, between
affective factors and “materials” variable, r = .768, n = 160, p &lt; .001, and between
“difficulty to learn English” and “materials” variables, r = .827, n = 160, p &lt; .001.
The correlation between other subscales is low and even insignificant, such as
between the variables “materials” and “school policy”, r = .035, n = 160, p &lt; .001.
Table 3 below represents grouped variables correlation and descriptive statistics.
Table 3. Descriptive statistics and correlation for grouped variables
M
SD
(1)
(2)
(3)
(4)
**
(1) Affective factors
2.28
.94
1
-.255
.011
.027
(2) Teaching methodology
3.44
.71
-.255**
1
.291**
.368**
**
(3) School policy
3.62
.70
.011
.291
1
.364**
**
**
(4) Learning environment
3.44
.58
.027
.368
.364
1
**
**
(5) Difficulty to learn English
2.31
.90
.681
-.258
-.055
.038
(6) Materials
2.37
.77
.768**
-.169*
.035
.132

(5)
.681**
-.258**
-.055
.038
1
.827**

(6)
.768**
-.169*
.035
.132
.827**
1

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**. Correlation is significant at the 0.01 level (2-tailed)
*. Correlation is significant at the 0.05 level (2-tailed)

After dividing the questions on attitudes into 6 groups or subscales and
analyzing them separately, a general distinction was made between positive and
negative attitudes to check whether students experience more positive or
negative attitudes towards language learning, as well as to be able to conduct an
independent t-test and a one-way ANOVA test on the overall students' attitude.
To do so, the median of the scores was considered as the measure of central
tendency; the scores equal or higher than the median were considered to reflect
negative attitudes and those lower than the median were interpreted as positive
attitudes. This is due to the fact that responses in the questionnaire are marked
on a Likert scale ranging from 1(strongly disagree) to 5(strongly agree) Table 4
given below presents descriptive statistics of scores from the questionnaire.

N

Valid
Missing
Median

Table 4. Descriptive Statistics of Scores from the Questionnaire Investigating
Attitudes
Affective
Teaching
School
Learning
Difficulty to learn
factors
methodology
policy
environment English
160
160
160
160
160
0
0
0
0
0
2.00
3.50
3.75
3.50
2.20

After conducting descriptive analysis of the median score of 6 grouped
variables, the teaching methodology, school policy, and learning environment
variables were categorized into negative attitudes group, and affective factors,
difficulty to learn English, and materials variables were categorized into positive
attitudes group. Having determined positive and negative attitudes that the
participants reported, conditions were created to answer the second research
question which aims to determine which attitudes are more reported by the
participants. As presented in Table 5 below, the participants reported more
negative attitudes towards language learning (M = 3.49, SD = .78) than positive
ones (M = 2.22, SD = .50).
Table 5. Descriptive statistics of overall attitudes scores
N
Mean
Std. Deviation
Positive attitudes
160
2.33
.78
Negative attitudes
160
3.49
.50
Valid N (listwise)
160

The next research question aimed at investigating whether there exists a
statistically significant difference between positive and negative attitudes toward
foreign language learning in case of different genders. An independent samples
t-test was conducted to investigate this. The results show that there exists no
statistically significant difference between positive attitudes in the scores for

74

Materials
160
0
2.22

�Attitude towards learning English as a foreign language
Haris Delić

males (M = 2.25, SD = .75) and females (M = 2.40, SD = .81); t(158) = -1.27, p =
0.20. Also, scores on negative attitudes for males (M = 3.43, SD = .58) and females
(M = 3.55, SD = .41); t(158) = -1.51, p = 0.13 were statistically insignificant. Thus,
gender does have an effect on neither positive nor negative attitude towards
language learning (see Table 6).

Positive attitudes
Negative attitudes

Table 6. Independent samples t-test
Gender
N
M
SD
F
Male
74
2.25
.75
.801
Female
86
2.40
.81
Male
74
3.43
.58
2.56
Female
86
3.55
.41

t
-1.27

Sig.
.205

-1.51

.132

A one-way ANOVA between subjects was conducted to compare the effect of
positive and negative attitudes towards language learning on four different high
school grades. Conditions of four different grades did not have significant effect
on positive attitudes on language learning at the p &lt; .05 F(3, 156) = .958, p = .414.
Insignificant difference was also found between negative attitudes and four
grades at the p &lt; .05 level, F(3, 156) = .071, p = .976 (see Table 7).
Table 7. A one-way ANOVA between subjects
Negative attitudes Positive attitudes
M
3.40
2.57
SD
.57
.82
Second
M
3.76
2.03
SD
.36
.67
Third
M
3.61
2.50
SD
.43
.80
Fourth
M
3.57
2.52
SD
.37
.69
F
.071
.958
Sig.
.976
.414
Class
First

5. DISCUSSION AND SUMMARY
As mentioned earlier in this work, English language plays an important role in
the Bosnian educational system (Dubravac, Brdarević-Čeljo &amp; Bećirović, 2018).
Given that it is a mandatory foreign language in all primary and high schools its
importance, the need to learn it and use it, is growing and developing (Kovačević,
Brdarević-Čeljo &amp; Bećirović, 2018). Numerous researchers have conducted
investigations of English language acquisition among Bosnian primary school,
high school and university students so far, thereby investigating processes,
implications, similarities and differences among procedures, approaches, and
methods of language acquisition, taking into consideration participants’ age,

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gender, grade level, socio-economic status and other social, cognitive, or affective
differences (Bećirović et al. 2018; Brdarević-Čeljo &amp; Asotić, 2017; Dubravac &amp;
Latić 2019; Kovačević &amp; Akbarov 2015; Mašić et al. 2020; Rizvić &amp; Bećirović,
2017). However, this particular research aimed to investigate what kind of
attitudes, positive or negative, towards language learning will Bosnian high
school students demonstrate while learning English language in a school setting.
Based on the results of the questionnaire items’ analysis, variables that are
reported as negative predictors are teaching methodology, school policy and
learning environment, where the items investigating the school policy variable
show the highest score, i.e. school policy is the strongest cause of negative
attitudes. These results, particularly school policy as the main cause of students’
negative attitudes, do not support the results reported by Ghaedsharafi et al.
(2019) where this type of variable is not among negative ones. The items referring
to school policy in the questionnaire used in this research were mainly concerned
with the way of teaching English language in schools, the ways of distributing
and covering materials during lessons and the time English language enters the
school curriculum. Based on the reported results, students seem to have negative
attitude towards language learning if these conditions are not met in the school.
The next predictor of students’ negative attitudes as reported by the participants
is the learning environment variable. Ghaedsharafi et al. (2019) have reported
that learning environment and teaching methodology, which are relatively close
issues in the language learning process, are among the sources of negative
attitudes. Learning environment has been extensively observed in the classroom
management procedures (Jones &amp; Jones, 2007; Delić, Bećirović &amp; Brdarević-Čeljo,
2018) where the positive atmosphere in the classroom has been determined as
one of the main predictors to a learning process success. Moreover, Tsuda (2003)
points out that an unpleasant environment cannot offer students, as well as
teachers, a place to successfully apply English language in learning and
communication.
The statistical analysis displayed in the previous section confirms the last
two hypotheses of this investigation. Gender and grade level did not significantly
differ in reporting the types of attitudes asked in the questionnaire. Interestingly,
at each point of research questions they obtained almost identical mean scores.
The concept of gender in Bosnian EFL context has been studied. Dubravac and
Latić (2019), for example, researching students’ language learning beliefs,
insignificant main effect of gender and grade on students’ learning beliefs.
Thus, it appears that gender and grade level do not play a key role in modifying
students’ attitudes in this case, as both male and female participants, across all four
grade levels, shared more or less the same attitudes towards the English language
learning experience.

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6. CONCLUSION
The aim of this study was to determine the presence and the nature of high school
students’ attitude towards English language learning.
The results show that participants express more negative attitudes and
that school policies are the factor that contributes to this type of attitude the most.
Other factors that also contribute to negative attitudes towards L2 learning are
learning environment and difficulty to learn English language. Moreover, a
conclusion was reached that gender and grade level differences play no
significant role in rendering these types of attitudes.
A suggestion for further study of this concept would be the inclusion of
other educational contexts (primary schools, universities), since the data
collected and analyzed in this research do not provide a strong basis for
generalization due to narrow research context. Furthermore, the concept of
(negative) attitude can be investigated in combination with motivation, learning
styles and strategies, and gender and grade level differences between students.

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LIMITATIONS
This study is limited to one public high school in Bosnia and Herzegovina and,
therefore, provides only a partial representation of students’ attitudes towards
learning English.
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validating, and running a questionnaire. Journal of Research in Applied Linguistics,
10(2), 136-158.
Gömleksiz, M., (2010). An evaluation of students’ attitudes toward English
language learning in terms of several variables. Procedia - Social and Behavioral
Sciences, 9, pp. 913-918.
Jones, V., &amp; Jones, L. (2007). Comprehensive Classroom Management. Pearson
Education, Inc. 8th ed.
Kovačević, E., &amp; Akbarov, A. (2015). Language learning beliefs and strategies: a
Bosnian EFL case. Epiphany, 8(3), 74. doi: 10.21533/epiphany.v8i3.178
Kovačević, F., Brdarević-Čeljo, A., Bećirović, S., (2018), Opportunities and
challenges facing bosnian high-school EFL learners. European Researcher. Series A,
9(4), 298-306. doi: 10.13187/er.2018.4.298,
Lasagabaster, D. (2005). Attitudes towards Basque, Spanish and English: An
analysis of the most influential variables. Journal of Multilingual and Multicultural
Development, 26(4), 296-316.
Latić, E. &amp; Brdarević-Čeljo, A. (2018). An Exploration of Beliefs about Gender
Differences in Language Use. Journal of Language and Education. 4(3), pp. 48-57.
doi:10.17323/2411-7390-2018-4-3-48-57.
Latić, E., Dubravac, V. (2019). Bosnian students’ language learning beliefs with
respect to their proficiency level. Zbornik radova Islamskog pedagoškog fakulteta u
Zenici, 17, 377- 400.
Li, W., Cook, V., &amp; Flowerdew, J. (2009). Contemporary Applied Linguistics.
London: Continuum.
Mašić, A., Polz, E., Bećirović, S. (2020). The relationship between learning styles,
GPA, school level and gender. European Researcher. Series A, 11(1), 51-60. doi:
10.13187/er.2020.1.51
Noels, K., Pelletier, L., Clément, R., &amp; Vallerand, R. (2003). Why are you learning
a second language? Motivational orientations and self-determination
theory. Language Learning, 53(S1), 33-64. doi: 10.1111/1467-9922.53223

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Zainol Abidin, M., Pour-Mohammadi, M., &amp; Alzwari, H. (2012). EFL students’
attitudes towards learning english language: the case of libyan secondary school
students. Asian Social Science, 8(2). doi: 10.5539/ass.v8n2p119
Wenden, A. (1991). Learner Strategies for Learner Autonomy. London: Prentice
Hall.
Rahimi, M., &amp; Hassani, M. (2012). Attitude towards EFL textbooks as a predictor
of attitude towards learning English as a foreign language. Procedia - Social And
Behavioral Sciences, 31, 66-72. doi: 10.1016/j.sbspro.2011.12.018
Rizvić E., &amp; Bećirović, S., (2017). Willingness to communicate in english as a
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8(3), 224-235. doi: 10.13187/er.2017.3.224

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                    <text>Journal of Education and Humanities
Volume 3 (1), pp. 67-80, Summer 2020
Original research paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020316

Attitude towards learning English as a foreign
language
Haris Delić, MA
International Burch University
harisdelic91@gmail.com

Abstract: Attitude of students towards learning and learning
outcomes is one of the main predictors on the basis of which teachers
can establish a productive and successful learning environment. This
study aims to investigate the negative attitudes that students may
have towards language learning in high school. This is a descriptive
study with a quantitative approach. The data has been collected from
160 high school students in Bosnia and Herzegovina (B&amp;H) using a
questionnaire adapted by researchers.
The data analysis encompasses means, standard deviations,
frequency, multiple comparisons, Pearson correlation coefficient, ttest and One-way ANOVA. We looked into the frequency of reported
attitude towards English language learning, the differences between
positive and negative attitude, as well as the differences between
genders and grades in terms of the representation of reported
attitudes. The results show that our participants report more
negative than positive attitudes towards language learning and that
the factors which influence their negative attitudes are school policy,
learning environment and teaching methodology. The results also
indicate that there exists no statistically significant difference
between genders, as well as between four high school grades in
terms of their interpretation on positive and negative attitude
towards English language learning.

Keywords: Negative
attitude, language learning,
learning environment.

Article History
Submitted: 22 May 2020
Accepted: 6 July 2020

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Volume 3, Issue 1, Summer 2020

1. INTRODUCTION
Students’ attitudes towards language learning as well as the factors that influence
them have been studied by various researchers using different methods.
According to one definition, attitudes are beliefs or opinions about a certain issue,
in this particular case, the language (Gardner, 1985), and Wenden (1991) classifies
the term “attitude” into three interrelated components: cognitive (beliefs,
thoughts or viewpoints), affective (an individual’s feelings and emotions), and
behavioral (the tendency to adopt particular learning behaviors). Among
authors, Gardner (1985), Dörnyei (2001) and Allport (1935), to name a few, serve
as pioneers in this scientific field. Since the school represents the environment of
community and education there are, according to Gardner (1985), educational
and social types of attitudes, the first observing teachers, materials and the
language, and the latter concerned more with cultural and environmental aspect
of the school. Students’ attitude towards a language, whether positive or
negative, represents impressions of linguistic difficulty or simplicity (Dervić &amp;
Bećirović, 2019), i.e. ease or difficulty of learning. They can also shape an image
about the speakers of that language. Language attitudes may have an effect on
second language or foreign language learning. The measurement of language
attitudes provides information which is useful in language teaching and
language learning.
However, the negative attitudes of students, as predictors of possible
failure to succeed in the process of second language (L2) learning (possible failure
to learn a second language), have not been extensively studied. As such, the
concept was adopted and research has been conducted by Ghaedsharafi et al.
(2019), whose questionnaire was used in this research. Successful teachers lead
their students towards the goals of education (Delić &amp; Bećirović, 2016) and
creating positive attitudes about learning. This study looks into the concept of
attitude, focusing on its negative aspects as one of the major affective factors for
failure in learning a foreign language. More specifically, it investigates Bosnian
high school students’ negative attitudes towards learning English language.
Additionally, it attempts to determine the influence of students’ demographic
profile i.e. gender, class and English language final grade on their negative
attitudes towards learning English. Thus, the current research may serve as a
pioneer project in the context of Bosnian high school students’ language learning
and may, together with the research on motivation, gender, and age (Ahmetović,
Bećirović, &amp; Dubravac, 2020; Bećirović et al., 2018; Dubravac &amp; Latić, 2019;
Kovačević &amp; Akbarov, 2015; Latić &amp; Dubravac, 2019; Mašić et al., 2020) contribute
to the improvements in the L2 learning processes in general.

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�Attitude towards learning English as a foreign language
Haris Delić

2. LITERATURE REVIEW
2.1. RESEARCH ON ATTITUDES
Attitude has been regarded as an important factor of academic success. Attitude
as a concept is as important as cognitive behaviors (Bloom, 1995). Gardner (1985)
sees attitude as a component of motivation, while the existence of motivation
depends on three elements: effort, desire to attain and favorable attitudes.
Among the factors that influence students’ attitude towards language learning
are teacher’s pedagogical approach, family expectations, parents’ socioeconomic
status, gender, age, etc. (Abolfazli &amp; Sadeghi, 2018). Based on their investigation,
Abolfazli and Sadeghi (2018) have concluded that “gender and age range do
not contribute significantly to the differentiation of participants according to
their attitudes towards English, even though males had a slightly higher mean
score than females and elder students had more positive attitude than younger
students” (p. 14). Other authors, such as Lasagabaster (2005), investigated
whether language competence, the socio-linguistic context and the knowledge of
the second/foreign language play a significant role in shaping students’ attitudes
towards a language.
Attitude towards language learning can be both negative and positive. The
positive attitude enhances learning, since the willingness to be able to
communicate with native speakers of the language they are learning motivates
learners to learn more and the process is therefore more likely to succeed (Noels
et al., 2003, p. 36). On the contrary, negative attitude can hinder or slow down
language learning because those attitudes emerge when learners are not
motivated, not interested or have difficulties with the teacher (Ellis, 1994, p. 197201). Negative attitudes, even though producing negative effect on learners, may
also have a positive effect. This may happen if the learners have a strong will to
learn a language (Ellis, 1994, p. 200), or when students are persistent and struggle
hard and fight those negative attitudes. The willingness to achieve a good grade
or language fluency may turn negative attitudes into positive ones (Lennartsson,
2008). Another characteristic of students’ attitudes is that they can change. They
may have negative attitudes at the beginning of the language learning process
and later on they may get used to it and acquire positive attitudes, or their
positive attitudes may change into negative ones due to low grades, failure to
lead a fluent conversation, and the like. Dewaele (in Wei &amp; Cook, 2009) states that
attitudes “shift as a consequence of political circumstances (war), or migration
patterns, when a new language suddenly emerges in the local linguistic
landscape and becomes associated with a particular style of music or activity” (p.
172). He mentions other works on this issue (such as Dörnyei &amp; Clément, 2001),
and provides results which say that attitudes vary within a particular country
and even between regions. He also concludes that “macro contextual,
geopolitical factors significantly affect people’s language attitudes” (p. 173).
These factors, along with age and gender, are likely to affect the attitudes towards
EFL learning.

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2.2. NEGATIVE ATTITUDES
Attitudes towards language learning, since they represent reactions to objects
and environmental factors in the learning process that can be evaluated, can be
positive and negative. Certain factors contribute to each type. Zainol Abidin et
al. (2012) state that “negative beliefs may lead to class anxiety, low cognitive
achievement, and negative attitudes” (p. 120).
Aliakbari &amp; Gheitasi (2017) researched the connection between attitudes
towards foreign language learning and test anxiety and they found that there was
a relationship between test anxiety and attitude and that females showed more
optimistic attitudes towards English language learning (ELL).
Shvidko (2013), presenting the results of the findings of students' attitude
towards English-only environments in school reports that their expressed
negative attitude is due to forcing students to speak English, and punishments,
teachers' reactions to students speaking L1 (p. 2). Negative attitudes have a
detrimental effect on learners’ motivation (Bratož et al., 2019, p. 3). Gömleksiz
(2010) concludes that, in order to understand how negative attitudes can be
changed into positive ones, “teachers should be aware of the factors affecting
students negatively and should take the needs of students into consideration” (p.
917).
Rahimi &amp; Hassani (2012) investigated the role of learning materials in
learners’ attitude shaping and they found correlation between them. They
conclude that “it is evident that students often develop negative attitudes
towards learning English as a foreign language due to the lack of stimulating and
authentic learning material and tasks” (p. 71). The analysis of predictors of
negative attitudes towards language learning can be found in Ghaedsharafi et
al.’s paper “Investigating Predictors of High School Students’ Negative Attitudes
Towards Learning English by Developing, Validating, and Running a
Questionnaire“ (2019). There, the authors have reported that the materials that
students use for English language learning are “the best predictor of negative
attitudes that can be considered as the most practical and key finding of the
present study” (p. 147). Materials, they conclude, can have an effect on other
teaching and learning factors and contribute to inappropriate learning
environments. Moreover, they found that the learning environment and
difficulty to learn English contribute to the development of negative attitudes as
well.
2.3. ATTITUDES AND GENDER, CLASS AND SUCCESS
The overall findings of a great deal of research on the attitudes’ role in second
language learning show that positive attitudes and motivation are related to
success in second language learning (Gardner, 1985). Among the factors that
affect attitudes are gender differences, education level, socio-economic status,
grade level, GPA and proficiency level, etc.

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�Attitude towards learning English as a foreign language
Haris Delić

Investigating 1275 students, Gömleksiz (2010) found out that there exists
a statistically significant difference between gender, grade level and department
variables. In his research, female students obtained more positive attitudes than
males, and in terms of grade level sophomores demonstrated more positive
attitudes than freshmen. Bećirović (2017) found that females are significantly
more motivated to learn English as a second language than males are. Pourfeiz
(2014) conducted similar research on 157 students learning English language in
the Turkish context. The findings of his research reveal that 75% of Turkish EFL
students have positive attitudes toward FLL.
In terms of the BiH educational context, there are various research papers
that took into consideration language acquisition processes. Latić and BrdarevićČeljo (2018) investigated the differences in language use by men and women and
found no significant differences between genders regarding their beliefs about
communication.
According to Bratož et al. (2019), to define language attitudes one needs to
include various concepts such as “attitudes towards language variety or dialect,
attitudes towards speakers of a specific language or variety, attitudes towards
language learning, attitudes towards the learning situation, and attitudes
towards language related behaviors, such as language use and language
maintenance” (p. 3). Despite the importance of students’ attitude in the language
learning process and its impact on their achievement, the role of L2 students'
attitude towards English has not met sufficient observation in the context of
B&amp;H, and thus the importance of this study is a try to bridge such a gap.
3. METHODOLOGY
In this research a quantitative approach to data collection and analysis was
employed. For the purpose of the research a questionnaire was used.
Questionnaires in general, and in this particular case a questionnaire distributed
online, are easy to construct and allow researchers to gather data practically,
economically, and in a short period of time. By using the questionnaire
researchers can easily collect information about students’ habits, preferences and
backgrounds.
3.1. DATA COLLECTION INSTRUMENT
The instrument used for this research was developed and validated by
Ghaedsharafi et al. (2019) and was used in this research with the authors’
permission. The questionnaire was translated into Bosnian language and as such
delivered to students so that its administration to the Bosnian students at
different levels of language proficiency would be easier. It was delivered to
students in online form (using surveyplanet platform). It contains 30 questions
with response options on a 5-point Likert scale, ranging from 1 to 5 (1= Strongly
disagree, 2= Disagree, 3= Neutral, 4= Agree, 5= Strongly agree). Following the

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explanation of the nature and purpose of the study, students were asked to
complete the questionnaire anonymously and without time limit. It contains
statements of attitudes towards language learning which were later grouped into
six groups, namely teaching methodology, difficulty to learn English, learning
environment, materials, affective factors and school policy. Cronbach’s alpha
was employed to assess the reliability of the instrument and the coefficient
amounted to 0.86, which is an acceptable index. Each set of questions was
assessed for internal consistency using Cronbach’s alpha (see Table 1).
Table 1 Reliability Indices
N of items Cronbach’s alpha
Affective Factors
4
.81
Teaching Methodology
4
.71
School Policy
4
.63
Learning Environment
4
.50
Materials
9
.84
Difficulty of Learning
5
.81
English

3.2. PARTICIPANTS
Participants in this research were 160 high school students, both males and
females, studying at four different grade levels in a public high school in Visoko,
Bosnia and Herzegovina. There were 47 girls (47.5%) and 52 boys (52.5%). As for
the grade level, there were 30 first grade students (30.3%), 24 second grade
students (24.2%), 26 third grade students (26.3%) and 19 fourth grade students
(19.2%). Almost half of the participants, precisely 45.6 %, indicated that they had
an excellent average grade in English language course. Table 2 summarizes
participant information.
Table 2 Gender, grade, and average course grade of participants
Frequency Percent
Frequency Percent
Mark 1 4
Gender
Male
74
46.3
2.5
Female 86
53.8
2 16
10.0
Class
First
39
24.4
3 29
18.1
Second 54
33.8
4 38
23.8
Third
37
23.1
5 73
45.6
Fourth 30
18.8
Total
160
160

3.3. DATA ANALYSIS TECHNIQUES
The collected data were analyzed using Statistical Package for Social Sciences
(SPSS, v. 26). Frequencies and means were computed to ascertain the types and
frequencies of the students’ attitudes towards language learning. Firstly,

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�Attitude towards learning English as a foreign language
Haris Delić

descriptive analysis including mean, standard deviation (SD) and frequencies
was employed. An independent samples t-test and a one-way ANOVA were
used to show the differences between the grade levels.
3.4. RESEARCH QUESTIONS
The following research questions guided the study:
1. Will Bosnian EFL learners report more negative than positive attitude towards
foreign language learning?
2. Is there any statistically significant difference between positive and negative
attitude towards foreign language learning and gender?
3. Is there any statistically significant difference between positive and negative
attitude towards foreign language learning and different grade levels of
students?
Based on the research questions, the following hypotheses have been
tested:
1. Bosnian EFL learners will not report more negative than positive attitude
towards foreign language learning.
2. There is no statistically significant difference between positive and negative
attitude towards foreign language learning and gender.
3. There is no statistically significant difference between positive and negative
attitude towards foreign language learning and different grade levels of students.

4. RESULTS
A Pearson product-moment correlation coefficient was computed to assess the
relationship between the grouped variables of different types of students’
attitudes. There is a strong positive correlation between the affective factors and
the variable “difficulty to learn English”, r = .681, n = 160, p &lt; .001, between
affective factors and “materials” variable, r = .768, n = 160, p &lt; .001, and between
“difficulty to learn English” and “materials” variables, r = .827, n = 160, p &lt; .001.
The correlation between other subscales is low and even insignificant, such as
between the variables “materials” and “school policy”, r = .035, n = 160, p &lt; .001.
Table 3 below represents grouped variables correlation and descriptive statistics.
Table 3. Descriptive statistics and correlation for grouped variables
M
SD
(1)
(2)
(3)
(4)
**
(1) Affective factors
2.28
.94
1
-.255
.011
.027
(2) Teaching methodology
3.44
.71
-.255**
1
.291**
.368**
**
(3) School policy
3.62
.70
.011
.291
1
.364**
**
**
(4) Learning environment
3.44
.58
.027
.368
.364
1
**
**
(5) Difficulty to learn English
2.31
.90
.681
-.258
-.055
.038
(6) Materials
2.37
.77
.768**
-.169*
.035
.132

(5)
.681**
-.258**
-.055
.038
1
.827**

(6)
.768**
-.169*
.035
.132
.827**
1

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**. Correlation is significant at the 0.01 level (2-tailed)
*. Correlation is significant at the 0.05 level (2-tailed)

After dividing the questions on attitudes into 6 groups or subscales and
analyzing them separately, a general distinction was made between positive and
negative attitudes to check whether students experience more positive or
negative attitudes towards language learning, as well as to be able to conduct an
independent t-test and a one-way ANOVA test on the overall students' attitude.
To do so, the median of the scores was considered as the measure of central
tendency; the scores equal or higher than the median were considered to reflect
negative attitudes and those lower than the median were interpreted as positive
attitudes. This is due to the fact that responses in the questionnaire are marked
on a Likert scale ranging from 1(strongly disagree) to 5(strongly agree) Table 4
given below presents descriptive statistics of scores from the questionnaire.

N

Valid
Missing
Median

Table 4. Descriptive Statistics of Scores from the Questionnaire Investigating
Attitudes
Affective
Teaching
School
Learning
Difficulty to learn
factors
methodology
policy
environment English
160
160
160
160
160
0
0
0
0
0
2.00
3.50
3.75
3.50
2.20

After conducting descriptive analysis of the median score of 6 grouped
variables, the teaching methodology, school policy, and learning environment
variables were categorized into negative attitudes group, and affective factors,
difficulty to learn English, and materials variables were categorized into positive
attitudes group. Having determined positive and negative attitudes that the
participants reported, conditions were created to answer the second research
question which aims to determine which attitudes are more reported by the
participants. As presented in Table 5 below, the participants reported more
negative attitudes towards language learning (M = 3.49, SD = .78) than positive
ones (M = 2.22, SD = .50).
Table 5. Descriptive statistics of overall attitudes scores
N
Mean
Std. Deviation
Positive attitudes
160
2.33
.78
Negative attitudes
160
3.49
.50
Valid N (listwise)
160

The next research question aimed at investigating whether there exists a
statistically significant difference between positive and negative attitudes toward
foreign language learning in case of different genders. An independent samples
t-test was conducted to investigate this. The results show that there exists no
statistically significant difference between positive attitudes in the scores for

74

Materials
160
0
2.22

�Attitude towards learning English as a foreign language
Haris Delić

males (M = 2.25, SD = .75) and females (M = 2.40, SD = .81); t(158) = -1.27, p =
0.20. Also, scores on negative attitudes for males (M = 3.43, SD = .58) and females
(M = 3.55, SD = .41); t(158) = -1.51, p = 0.13 were statistically insignificant. Thus,
gender does have an effect on neither positive nor negative attitude towards
language learning (see Table 6).

Positive attitudes
Negative attitudes

Table 6. Independent samples t-test
Gender
N
M
SD
F
Male
74
2.25
.75
.801
Female
86
2.40
.81
Male
74
3.43
.58
2.56
Female
86
3.55
.41

t
-1.27

Sig.
.205

-1.51

.132

A one-way ANOVA between subjects was conducted to compare the effect of
positive and negative attitudes towards language learning on four different high
school grades. Conditions of four different grades did not have significant effect
on positive attitudes on language learning at the p &lt; .05 F(3, 156) = .958, p = .414.
Insignificant difference was also found between negative attitudes and four
grades at the p &lt; .05 level, F(3, 156) = .071, p = .976 (see Table 7).
Table 7. A one-way ANOVA between subjects
Negative attitudes Positive attitudes
M
3.40
2.57
SD
.57
.82
Second
M
3.76
2.03
SD
.36
.67
Third
M
3.61
2.50
SD
.43
.80
Fourth
M
3.57
2.52
SD
.37
.69
F
.071
.958
Sig.
.976
.414
Class
First

5. DISCUSSION AND SUMMARY
As mentioned earlier in this work, English language plays an important role in
the Bosnian educational system (Dubravac, Brdarević-Čeljo &amp; Bećirović, 2018).
Given that it is a mandatory foreign language in all primary and high schools its
importance, the need to learn it and use it, is growing and developing (Kovačević,
Brdarević-Čeljo &amp; Bećirović, 2018). Numerous researchers have conducted
investigations of English language acquisition among Bosnian primary school,
high school and university students so far, thereby investigating processes,
implications, similarities and differences among procedures, approaches, and
methods of language acquisition, taking into consideration participants’ age,

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gender, grade level, socio-economic status and other social, cognitive, or affective
differences (Bećirović et al. 2018; Brdarević-Čeljo &amp; Asotić, 2017; Dubravac &amp;
Latić 2019; Kovačević &amp; Akbarov 2015; Mašić et al. 2020; Rizvić &amp; Bećirović,
2017). However, this particular research aimed to investigate what kind of
attitudes, positive or negative, towards language learning will Bosnian high
school students demonstrate while learning English language in a school setting.
Based on the results of the questionnaire items’ analysis, variables that are
reported as negative predictors are teaching methodology, school policy and
learning environment, where the items investigating the school policy variable
show the highest score, i.e. school policy is the strongest cause of negative
attitudes. These results, particularly school policy as the main cause of students’
negative attitudes, do not support the results reported by Ghaedsharafi et al.
(2019) where this type of variable is not among negative ones. The items referring
to school policy in the questionnaire used in this research were mainly concerned
with the way of teaching English language in schools, the ways of distributing
and covering materials during lessons and the time English language enters the
school curriculum. Based on the reported results, students seem to have negative
attitude towards language learning if these conditions are not met in the school.
The next predictor of students’ negative attitudes as reported by the participants
is the learning environment variable. Ghaedsharafi et al. (2019) have reported
that learning environment and teaching methodology, which are relatively close
issues in the language learning process, are among the sources of negative
attitudes. Learning environment has been extensively observed in the classroom
management procedures (Jones &amp; Jones, 2007; Delić, Bećirović &amp; Brdarević-Čeljo,
2018) where the positive atmosphere in the classroom has been determined as
one of the main predictors to a learning process success. Moreover, Tsuda (2003)
points out that an unpleasant environment cannot offer students, as well as
teachers, a place to successfully apply English language in learning and
communication.
The statistical analysis displayed in the previous section confirms the last
two hypotheses of this investigation. Gender and grade level did not significantly
differ in reporting the types of attitudes asked in the questionnaire. Interestingly,
at each point of research questions they obtained almost identical mean scores.
The concept of gender in Bosnian EFL context has been studied. Dubravac and
Latić (2019), for example, researching students’ language learning beliefs,
insignificant main effect of gender and grade on students’ learning beliefs.
Thus, it appears that gender and grade level do not play a key role in modifying
students’ attitudes in this case, as both male and female participants, across all four
grade levels, shared more or less the same attitudes towards the English language
learning experience.

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Haris Delić

6. CONCLUSION
The aim of this study was to determine the presence and the nature of high school
students’ attitude towards English language learning.
The results show that participants express more negative attitudes and
that school policies are the factor that contributes to this type of attitude the most.
Other factors that also contribute to negative attitudes towards L2 learning are
learning environment and difficulty to learn English language. Moreover, a
conclusion was reached that gender and grade level differences play no
significant role in rendering these types of attitudes.
A suggestion for further study of this concept would be the inclusion of
other educational contexts (primary schools, universities), since the data
collected and analyzed in this research do not provide a strong basis for
generalization due to narrow research context. Furthermore, the concept of
(negative) attitude can be investigated in combination with motivation, learning
styles and strategies, and gender and grade level differences between students.

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Volume 3, Issue 1, Summer 2020

LIMITATIONS
This study is limited to one public high school in Bosnia and Herzegovina and,
therefore, provides only a partial representation of students’ attitudes towards
learning English.
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Zainol Abidin, M., Pour-Mohammadi, M., &amp; Alzwari, H. (2012). EFL students’
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of attitude towards learning English as a foreign language. Procedia - Social And
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Rizvić E., &amp; Bećirović, S., (2017). Willingness to communicate in english as a
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                    <text>Journal of Education and Humanities
Volume 3 (1), pp. 53-66, Summer 2020
Professional paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020315

The Relationship Between Covid-19, Online
Learning and Intercultural Education
Amila Dautbašić

Jasna Saračević

International Burch University

International Burch University

amila.dautbasic@stu.ibu.edu.ba

jasna.saracevic@live.com

Abstract: This paper aims to describe and analyse various effects
that COVID-19 pandemic might have on online learning and
multicultural education. The following questions will be
investigated: Has COVID-19 pandemic made an impact on the
development on multicultural education during online classes?;
How have the teachers contributed to enhance online multicultural
education?; and What are the positive effects of COVID-19
pandemic on multicultural online education?
Multicultural online learning received unfavourable criticism and
was characterized with prejudice primarily due to stereotypes that
have been present from the very beginning of online education. The
paper proposes constructive ways of online collaboration, various
strategies applied by both teachers and students, and applicable
activities and materials provided for students in order to sustain a
multicultural online learning environment. Findings demonstrate
that cultural diversity is beneficial for learners and that their
involvement in online activities as well as their overall achievements
and grades improved due to efficiently organized online lessons.
Further, other factors like motivation, communication, anxiety, and
confidence all proved to have been positively impacted by crosscultural learning, where students themselves contributed to learning
and understanding of cultural knowledge. A multicultural
community was formed during online classes and students generated
their own community of learning following the guidance from their
teacher. Ethnicity and cultural backgrounds of students only
encouraged them to learn from their peers and merged them into a
united multicultural environment.

Keywords: COVID-19,
multicultural education,
online classes

Article History
Submitted: 15 April 2020
Accepted: 29 June 2020

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Volume 3, Issue 1, Summer 2020

1. INTRODUCTION
The aim of this paper is to present the status of the multicultural education in the
times of pandemic, to prove how well-developed multicultural classrooms are,
and to indicate that students face no difficulties in communication through online
platforms. Online lectures are held without any difficulties in Bosnia and
Herzegovina, and it was of great importance to establish good communication
with students from diverse cultures and ensure a comfortable online learning
experience. It was an unfamiliar environment to students, however, using the
online platforms and websites which are all in a foreign language has further
proved the importance of having mixed classrooms and signified comprehensive
benefits of such organized classes. Multiculturalism represents a rather broad
topic, but the most important component of a term is that it enlightens its
participants; it helps students meet other cultures and accept everyone as they
are. Online platforms used during the pandemic have shown that everyone can
be connected and multiculturalism can exist even when students are not present
in the same room.
The importance of multicultural education has been continually
emphasized, however, in the wake of predicaments like the current one caused
by COVID-19 pandemic, the significance of multicultural education resurfaced
and acknowledged an extensive impact of COVID-19 on the development on
multicultural communication in online classes.
Due to the overall contemporary social trends, the need for pedagogical
reflection on the relationship between multiculturalism and education, that is,
upbringing and education in a multicultural society, is of extreme importance in
today's society. Hence, it is evident that there is an increasing number of authors
who are tackling this issue. The phenomenon of multicultural education is
gaining importance, referring not only to some distant countries, but also to
closer geographical and ethnic areas, especially where and when social
contradictions are resolved by conflicts and wars between nations. Analogously,
the crisis of multicultural education can be at the same time a component of both
cause and effect of social conflicts. Additionally, regardless of the sign in the
evaluation and approach of observing the relationship between multiculturalism
and education, it is certain that this phenomenon is high on the agenda of many
scientific, primarily social, humanistic, cultural, sociological, and pedagogical
disciplines (Ivanović, 2009).
Especially significant to note is that multiculturalism is important for
eliminating discrimination, which exists in classrooms on a different level, such
as discrimination based on the model of assimilation, aimed at the full inclusion
of individual members of minorities in the society - by abandoning their mother
tongue, traditional norms and other specific cultural characteristics. The concept
of assimilation is based on the belief that by complete absorption into the society,
the basis for ethnic conflict ceases to exist. In such a social environment, the effort

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Amila Dautbašić &amp; Jasna Saračević

to preserve the cultural norms of minority groups implies rejection by the
majority culture, perceiving it as a threat (Baron &amp; Byrne, 1997; Van Oudenhoven
et al., 1998).
Many previous studies have been conducted on the topic of multicultural
online learning and its affects as well as empirical studies on various online
courses from different academic fields (Ke &amp; Kwak, 2013). It is vital that studies
on this topic are based on the learning environments and how student’s cultural
background and ethnicity affect their online learning overall. Thus, the questions
addressed in this study are:
Has COVID-19 pandemic made an impact on the development on multicultural
education during online classes?
How have the teachers contributed to enhance online multicultural education?
What are the positive effects of COVID-19 pandemic on multicultural online
education?
Positive effects during online lessons include interaction among students
during discussions, willingness to discuss various topics and provision of
responses to ideas from their peers through postings and comments, and
ultimately, access to a large variety of readings and materials on LMS encouraged
participation in online activities (Learning Management Systems and Course
Management Systems). In comparison with traditional classroom settings, aside
from the increased participation in class and lowered anxiety levels, students also
interacted with each other and teachers by e-mail.

2. MULTICULTURAL EDUCATION WORLDWIDE
As noted in a plethora of previously conducted studies, multicultural education
plays a very important role in the development of many educational systems
worldwide. According to Han Erbas (2019), multicultural education in Turkey
was among its best improvements introduced there and it contributed to the
connection and combination of different cultures, while helping students to
communicate and create interactive discussions with people of different
backgrounds. Research has showed that students were not aware of the
importance of multicultural education so far, and there was a need for raising
their awareness on different cultures and importance of coexistence, but of
course, some pedagogical and organisational processes needed to be established,
in order to create the proper environment to teach about and in people of
different cultures (Salavatova, 2019). Breshkovskaya and Ezhkova (2020) agree
with Salavatova on the previously mentioned insight, while explaining the
dialogue approaches in multicultural education, which is needed in order to
establish good communicative and interaction activities in a multicultural
classroom, it is of great importance to create good educational environment and
have certain problems carried out that might occur in multicultural education, as
it depends on whether the students are ready to interact with people of another
culture. Zamurueva (2019) argues that multicultural education certainly is a

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concept which needs to create a mixture of various approaches to fight the
problems concerning racism and discrimination. When speaking of Bosnia and
Herzegovina, Bećirević, Brdarević-Čeljo, and Zavrl (2019) agreed that in
education on territory of BiH, a certain need for the development of multicultural
education is evident. The afore-mentioned authors proved that it is crucial to
introduce the importance of introducing multicultural education in educational
systems. According to Bećirević (2012), the role of multiculturalism is to enhance
diversity and promote good interpersonal activities among people of different
cultures. Podojak and Bećirević (2018) proved that the culture of people who live
out of their culture changes as they get acclimatized to the new culture they live
in, and as such it is of great importance for everyone to learn how to embrace
other cultures, and that is done best in multicultural classrooms.
Nowadays people face many difficulties and many types of influences
which evolve form their lives and education. It is of great importance that
students study and are acquainted with the benefits of multicultural classrooms,
from broadening student’s horizons about other cultures, but also making
teachers’ professional lives a lot easier (Bećirović &amp; Bešlija, 2018).
Online learning has been implemented in education since the mid-1990s
and has proven to be immensely successful and versatile for students of various
ages and cultures. These online classes began at universities and were expected
to cause issues, especially sociocultural issues. There are different opinions of
whether multicultural online classes are beneficial and whether they can be
compared to face-to-face learning. As claimed by Terenzini et al. (2001) and Gurin
et al. (2002), in standard face-to-face classes not only was student learning
promoted, but also ethnic identity, as well as growth and understanding of
various racial groups. A major point that needs to be emphasized is that a lot of
hard work and time go into the planning of multicultural online classes.
However, during the pandemic, a mutual decision by the state was made for
education to continue uninterrupted and that is how a multicultural online
community began to form. Online courses saved students as well as teachers a
lot of time, by not having to hold make up classes.
The goals of multicultural education are meta-cultural with the ultimate
goal of liberating and empowering students. By considering the issues and
problems of different races and cultural groups, students will be emboldened to
understand themselves and the diversity of others and thus enable them to gain
insight into different interpretations of the world that various individuals have.
It is believed that this way students are enabled to understand broader social
problems, which is the basis for inclusion in a society characterized by a
multitude of value-ideological orientations (Washburn, 1995).
The learning and teaching environment can be quite isolating which
makes it more challenging for teachers to further their lessons by implementing
different methods. In online education, success rates based on cultural diversity
mostly depend on how the teachers acknowledge students and their cultures and
how they connect and implement them into their teaching materials. The
teacher’s competency plays a major role and possesses great responsibility to

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Amila Dautbašić &amp; Jasna Saračević

include various reading materials and prepare various activities complemented
by additional handouts so that students from diverse backgrounds are presented
with a variety of resources (Bećirović, Delić &amp; Brdarević-Čeljo, 2019; Bećirović, &amp;
Brdarević-Čeljo, 2018). During the period of COVID-19 pandemic, teachers and
their preparation patterns for online classes were much easier because they have
been well informed about cultural backgrounds of their students in advance,
since they have been teaching the same students for years. Equally important to
highlight is the fact that the multiculturalism in online classes was promoted
through different learning materials which helped students of diverse cultures to
be involved in discussions and online debates, where they are provided with
opportunities to relate to their past experiences and culture.
According to Wahyuni and Bayu (2020), multicultural education during
the refugee crisis might cause some difficulties due to the sociocultural diversity.
Some things that might seem unimportant to some, are considered very
problematic to others; most of the issues being the ones dealing with their
homecountries, ethnicities, or even social status. All of these factors might add
up to creating a huge gap in communication between students. In order to
overcome these issues, promotion of multicultural education by default
promotes diversity and variety of different social and ethnical groups which can
prompt individuals to overcome prejudice towards different groups of people,
in this case refugees.
Saha (2019) claims that Australian education system, contributed to
Australia’s changing immigration and immigration policy due to the
development of multicultural education. He claims that an assimilation policy
promoted a multiculturalism policy in the time period between 1973 and 1979,
and helped change the lives of immigrants coming from different cultural
backgrounds, and it stayed until today. In his paper, Saha also claims that while
taking into consideration backgrounds of all European children, Asian migrants,
many other refugees and indigenous Australians, their educational profiles
require different sociological variables. Today, educational differences between
indigenous Australians and migrants are almost completely overcome.
3. MULTICULTURAL EDUCATION AND MEDIA
The work within international and multicultural conditions is increasing and
there is an emphasized need to learn foreign languages (Dubravac &amp; Skopljak,
2020; Dubravac, Brdarević-Čeljo &amp; Bećirović, 2018; Skopljak &amp; Dubravac, 2019),
as well as the need for multilingual and multicultural courses (Yaman &amp;
Bećirović, 2016) at universities. Learning foreign languages can enhance an
individual's potential and can also be useful in their professional career (Kyppo,
Natri, 2016).
The sociocultural component of foreign language learning is the most
important part of this type of education in the context of multicultural
experience. It involves introducing the individual to the cultural traditions of the

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community from which the foreign language comes but also enables the
individual to present their own culture using a certain foreign language and thus
achieve communication between the two cultures. Through learning foreign
languages, dialogue between different cultures is enabled, reducing the
possibilities of misunderstandings. Developing a multilingual and multicultural
personality is one of the main aspects of multicultural education. It is believed
that an individual with a multilingual and multicultural personality possesses an
advanced linguistic consciousness but also a developed multicultural
consciousness. An individual with a developed multicultural consciousness
recognizes the integrity of human civilization and accepts the differences that
exist between different cultures (Khairutdinova, Lebedeva, 2016).
4. BACKGROUND ON MULTICULTURAL EDUCATION
This paper deals with how beneficial online classes are and how multicultural
education is emphasized through these platforms. Online instruction needs to be
properly designed, as stated by Banks (2004) and students need to be exposed to
different voices and also exposed to online discussions on various topics in which
they have many opportunities to lead cross-cultural dialogues. This has proven
to be very effective in online classes, especially when different cultural
backgrounds are mixed and where students learn from one another and assist
one another in learning. The teacher’s role in multicultural classrooms is to
motivate the students no matter what race, gender, or ethnicity they are, which
is also the case in online classes. As stated by Le Roux (2001), the influence and
attitudes of teachers determine the student’s expectations and outcomes. At the
time of COVID-19 pandemic the teachers placed all their energy and skills into
teaching diverse students online, their education program being very beneficial,
proving to have communicated with students of different cultures on all given
topics.
Most students approached online classes with a positive and an open
mind, trusting their teachers and allowing the cross-cultural experience and
learning to develop. Thus, just as in a traditional classroom, the teacher in online
classes must be mindful of cultural sensitivity whilst engaging in the crucial
process of inspecting prejudices as well as personal biases and realizations that
influence the students learning experiences. Students are also the ones who
contribute to the online classes with their own resources that amplify their
learning experience.
Since communication is the main asset in online classes, the teacher is the
one who leads the lessons and encourages all the students to speak and get
involved in discussions. Cultural background and even social network diversity
are the factors that affected the involvement of some students with their
colleagues from different countries (Mittelmeier, Héliot, Rienties, &amp; Whitelock,
2016). Current multicultural situation in Germany has been changing over time,
and research conducted by Josefova (2016) proved that other countries such as

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Amila Dautbašić &amp; Jasna Saračević

Czech Republic are influenced a lot by migrations. Therefore, she also claims that
multicultural education plays significant role in development of eLearning
courses, and providing opportunities for creating intercultural dialogues. She
agrees that the importance of intercultural expansion is a common topic and that
more countries and nations are becoming aware of the cultural sensitivity.
5. STUDENT INTERACTION IN ONLINE CLASSES
The inclusion of online cultures helps the learning process for students as they
relate more to certain topics and want to participate in discussions for which they
are familiar with. That in itself leads to a more successful and valuable learning
that can be seen at the time of the pandemic. Students willingly wish to
participate and enjoy discussions (Rizvić &amp; Bećirović, 2017) because they express
their divergent social views and their cultural background flourishes as well,
making them feel confident and empowered. This type of multicultural online
education which allows interaction between teachers and students as well as
students and students, leads to a higher appreciation of cultural diversity among
the students and indicates cultural inclusion in the online classes. Students are
not only benefitting on an educational level but also their cultural experiences
are broadening.
One of perhaps the most important factors influencing the effectiveness of
online classes is the physical distance between students and professors. If
students, apart from virtual cooperation, are not introduced to at least a small
number of face-to-face meetings, during which they would establish a common
framework of knowledge and experience on the cognitive level, and establish
mutual relations of support and understanding on the affective level, online
collaboration might become very slow, complicated and crowded. In addition,
the absence of a non-verbal component in virtual collaboration can slow down or
completely prevent the effective exchange of ideas, which in turn can be resolved
by face-to-face meetings in situations where that is possible (Walsh &amp; Maloney,
2007).
6. TEACHERS’ ROLE IN ONLINE TEACHING
When teachers provide students with activities they need to be strategically
conducted and planned in order to be constructive and favorable, whether they
are problem-based activities, group-based discussions or student-based content,
they need to be appropriate for the students’ needs and their backgrounds.
Furthermore, teachers have also been observed to have incorporated
various learning activities and materials in order to help culturally diverse
students achieve better results. As stated by Boone, Safrit and Jones (2002),
students have individual learning strategies and needs when it comes to learning,
as well as diverse interest’s communication styles, values and learning outcomes.

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All of these factors must be taken into consideration and aligned in order to
compose an effective online curriculum, beneficial for all students. During the
time of COVID-19 pandemic and online classes, teachers have mostly been
focused on motivating students, by using videos, visual tools, blogs, assigning
projects, and encouraging group work and pair work; a variety of options to
boost student’s motivation. Students needed extra motivation because they were
not used to online classes at first, many of them have never had the opportunity
to experience an online class prior to the pandemic. Through group work or pair
work the students had a chance to be acquainted with each other’s backgrounds
better, the activities proved to be very beneficial and allowed students to share
ideas and get feedback from teachers.
Communication between the teachers and students in online classes was
encouraged immensely, which lead to the creation of diverse groups, and it is of
great importance for teacher to introduce and incorporate more multicultural
content.
These multicultural online classes enhance education as well as cultural
experiences for the students. Halverson and Tirmizi (2008, p. 12), claimed that
students of diverse cultures bring positive aspects to online classes and also
positively influences their academic success. On the other hand, Gay (2010) and
Ladson-Billings (2009), argue that teachers should include as much diverse
materials and use various techniques as possible to enhance the students learning
outcomes. Butorac and Mraović (2013) claim that differentiation and segregation
of members of a minority can generate many different types of discrimination
that have shown devastating effects on human rights and freedoms. Therefore,
multicultural education becomes a central element of social policy at the national
and transnational level. This is why they believe how increased professional
education in the field of recognizing, combating, and sanctioning discriminatory
treatment is also a form of support for victims of discrimination. Potential victims
of discrimination, and in particular the most vulnerable groups, must be made
aware of the available protection instruments available, and the protection
system must be effective and without harmful consequences for the victim.
According to Marjanovic at al. (2013) a system such as an online platforms allow
organizations to save their employees, the time they would spend in classroom
training by accessing the system at a time and place that suits their schedules. In
order for the e-learning platform to be used effectively in corporate education, it
is necessary to measure learning outcomes in a systematic way. Also, various
cultural resources and perspectives can be integrated into the curriculum in order
to stimulate cross-cultural activities that enhance multiculturalism in online
classes (Pattanpichet, 2011). Dautbasic and Saracevic (2019) agree that choosing
proper learning methods and techniques will improve students’ skills and
achievements.

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Amila Dautbašić &amp; Jasna Saračević

7. IMPORTANCE OF A LEARNING ENVIRONMENT
Findings of several studies disclosed that teachers were not familiar with cultural
diversity in their curriculums and of the importance of including those
curriculums in the classes (Anakwe &amp; Christensen, 1999; Thompson &amp; Ku, 2005).
Luckily that was not the case with online classes during the pandemic, where the
teachers were well informed and well prepared to include cultural diversity in
any sphere of their online teaching. Communicative activities in which students
build relationships with their peers are crucial for students’ academic success,
therefore their intercultural competencies need to be taken into consideration to
make communication more beneficial. Students of diverse cultures need to be
able to read and understand the reading materials provided, since that is one of
the main steps in increasing their confidence and motivation for learning
(Hofstede &amp; Hofstede, 2005).
Studies by Adeoye and Wentling, (2007); Goodfellow and Hewling (2005);
Mushtaha and Troyer, (2007), claim that online classes promote cross-cultural
learning where students themselves contribute to the learning and cultural
knowledge understanding. Teachers must consider the identities of students and
not just their ethnic backgrounds in order to provide the best learning strategies
for online multicultural classes Ladson-Billings (2014). He goes on by saying
thsee strategies should help the student intellectually, their skills and most
importantly their attitudes towards multicultural learning (Ladson-Billings,
1994, p. 16-17). The achievements of students in class are based completely on
how skilful the teacher is (Ladson-Billings,2006).Since students need to be aware
of their cultures and the importance of their backgrounds (Ladson-Billings, 2006,
p. 36), their consciousness will develop and their beliefs will broaden, making
them self-aware of the multicultural community they live in. That way they will
bring that awareness to class and be willing to share it with others, creating a
healthy multicultural learning community. Since students in Bosnia and
Herzegovina are mostly aware of their cultures, because it is something that is
taught in schools from a very early age, students had no difficulties engaging in
a multicultural online class during the COVID-19 pandemic.
The environment of a classroom, in this case online classe, is of great
importance for the students, therefore their learning environment must feel
trusting and safe so that the students will feel comfortable and motivated to learn
and participate. According to Kourova &amp; Modianos (2013), the teacher’s main
obligation in a multicultural class is to create a learning environment which will
empower the students to learn more about their peer’s cultures. Also the findings
of Zhang, Briggs, and Nunamaker (2006), show that teachers should include as
many visuals like videos, and various images to enrich multicultural learning but
also to keep the classes interesting.
Students like to be involved in learning (Brdarević-Čeljo &amp; Asotić, 2017;
Sinanović &amp; Bećirović 2016), they like the feeling of their contribution to the
procedure of learning and that is the reason why their needs and diverse cultural
backgrounds must be carefully investigated by the teachers. Students enjoy

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Volume 3, Issue 1, Summer 2020

discussing their cultural differences and experiences and sharing their thoughts
with other students, that is why different cultures collide together and make the
online learning even more meaningful.
There are many stereotypes claiming that students cannot learn online,
that media only distracts them and the students are not interested and not
motivated to learn during online classes. That is not the case at all, proven now
during the COVID-19 pandemic that online multicultural education is running
smoothly, and with the right preparation it is on the same success level as in
traditional face-to-face classes.
8. IMPORTANCE OF APPROPRIATE LITERATURE USED IN ONLINE CLASSES
The books utilized by teachers need to be appropriate and useful as well as
diverse, so that all the students can locate the content that is relatable and not
exclusive. Also, teachers make lesson plans just as they would normally do for
traditional classes; they construct their plans according to the student’s needs,
using various teaching strategies. The results of the students exceeded many
expectations especially because they only had online classes, their achievements
had not lowered, they remained at the same level or they improved. That was
viewed with much scepticism before the online classes began; people were
sceptic about how the students would adjust to the online classes and whether
multicultural education would even be possible.
Kim and Bonk (2002); Zhao and McDougall, (2008), encourage teachers to
create diverse online classes as much as possible, the more diverse the better and
more beneficial they will be. Some of the issues teachers face in online classes is
linked to the situations in which they do not provide enough diverse reading
materials, or if teachers fail to create a discussion among students as well as if
students lack motivation. These issues can all lead to having negative results
when it comes to online learning, but that has not been the case with online
classes during the COVID-19 pandemic, where the teachers were very aware of
their duties and very successfully engaged students in multicultural classes.
9. CONCLUSION
The results of various findings proved that COVID-19 pandemic had made an
impact on the development of multicultural education in online classes,
benefiting the students and requiring a lot of preparation and work from the
teachers. During the classes the students shared ideas and learned of different
cultures, they participated in online discussions and they built a multicultural
online community. The online environment motivated them to collaborate with
their peers, working in groups or pairs, which is one of the most effective ways
of promoting multicultural education in online classes. The curriculums and
teachers lesson plans play a major role in the effective online classes, literature

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Amila Dautbašić &amp; Jasna Saračević

and materials used and student’s backgrounds evaluated in order to develop
multicultural classes which will engage and benefit the students. That is how
have the teachers have contributed to enhance online multicultural education
during COVID-19 pandemic, they helped the students adapt to the online classes
and multiculturalism as quickly as they could, by using appropriate strategies of
planning the classes.
Multicultural education is advanced in terms of approach to education
transformation that has been criticized and corrected by following the
discriminatory curricula, as well as the bad practices and policies in education. It
is based on ideal social justice and equality and is dedicated to help all students
become equal citizens and become culturally aware of diversities around them.
Thus, multicultural education is recognized as a type of education that helps
remove early injustices and connect racial ties (Ford, 2014)
The positive effects of COVID-19 pandemic on multicultural online
education are that students learned from their peers, they got to bond over their
cultures and ethnic backgrounds more than they had in traditional face-to-face
classes. A multicultural community was formed during the online classes which
motivated the students and encouraged teachers for further online classes.
In a community such as online classes, students have a major part when it
comes to building interaction and communication amongst themselves; they
build their community of learning with the guidance of the teacher (Garrison,
1997). The achievements of the students during COVID-19 pandemic were
impressive, as many had doubts of how the students will adapt to online
learning, the results showed few setbacks and many benefits. As Gunawardena
and Zittle (1997, p. 10) claimed that social presence of the teacher is the most
important, a real person is perceived differently in communication that a voice
or video presence in the online classes. That proved to be wrong, communication
was just as successful online through microphones and video chats, as it had been
in face-to-face classes.
The students themselves promoted multicultural learning, wanting as
much cultural diversity to be included in the classes, through materials such as
books, videos, presentations and so on, prepared by the teachers. Ladson-Billings
(2009) believed that the more teachers get introduced to their students ethnicity
and cultural backgrounds, the better and more efficient the learning experiences
will be.

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Volume 3, Issue 1, Summer 2020

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                    <text>Journal of Education and Humanities
Volume 3 (1), pp. 43-52, Summer 2020
Original research paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020314

Politics and the Novel in a Post-Brexit World:
Ali Smith’s Autumn
Lejla Mulalić, PhD
University of Sarajevo, Faculty of Philosophy, English Department
Bosnia and Herzegovina
lejla.mulalic@ff.unsa.ba

Abstract: Hailed as the first great Brexit novel (Lyall, 2017), Ali
Smith’s Autumn (2016) has been warmly welcomed by critics as a
subtle analysis of the fractured national and personal identities in
contemporary Britain. By repeatedly acknowledging the wounds
inflicted on the British body politic by the divisive 2016 referendum,
the novel yields readily to the new subgenre. As politics in the novel
inevitably provokes criticism from the other side of the political
spectrum, it comes as no surprise that Autumn is read as an overtly
intellectual middle class response to Brexit crisis, from those
interested in the mindsets of Leavers and of the less visible Remainer
segments of British society. Starting with the slipperiness of the terms
“political novel” and “Brexit novel”, this paper discusses the ways
in which Autumn addresses the complex inscrutable present
alongside ghosts from the past. It examines the novel’s
representation of Brexit’s divisive effect, and relates it to the inherent
subversiveness of the novel as a genre. Finally, the paper identifies
Smith’s ultimate political statement in her celebration of the
transforming power of language.

Keywords: Ali Smith,
Autumn, Brexit, Novel,
Politics.

Article History
Submitted: 16 June 2020
Accepted: 8 July 2020

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

1. INTRODUCTION
Autumn is the first novel in Ali Smith’s tetralogy, “Seasonal Quartet”. Released
in 2016, the year of the controversial Brexit referendum, the novel consciously
draws on the atmosphere of despondency and resignation that dominated
Remainers, who were deeply worried for Britain’s future now that it was
irrevocably tied to its own resources and the insular Shakespearean image of “the
sceptered isle”. Hailed as the first great Brexit novel (Lyall, 2017), Autumn has
been warmly welcomed by critics as a subtle analysis of the fractured national
and personal identities in contemporary Britain. By repeatedly acknowledging
the wounds inflicted on the British body politic by the divisive 2016 referendum,
the novel yields readily to the new subgenre. As politics in the novel is bound to
provoke criticism from other sides of the political spectrum, it comes as no
surprise that Autumn is read as an overtly intellectual middle-class response to
Brexit crisis, from those interested in other less visible Remainer segments of the
British society, such as the immigrants, as well as the mindset of the Leavers. The
urge to classify this novel within the empty Brexit literary landscape is one of the
dominant features of the critical response, as university courses on “Brexlit” are
being developed and the literary columns of reputable newspapers welcome the
advent of a new genre. Although the strong political intertext of Autumn
underlies its genre identity, Wally (2018, pp. 81-82) suggests that we should not
classify it as a political novel; rather we should consider it an example of politics
in a novel. Politics (Brexit) is not the thematic focus of Autumn, but it is the
backdrop for the novel’s complex web of personal relations. Starting with the
slipperiness of the terms “political novel” and “Brexit novel”, this paper
discusses the ways in which Autumn addresses the complex inscrutable present
alongside ghosts from the past. It examines the novel’s representation of Brexit’s
divisive effect, and relates it to the inherent subversiveness of the novel as a
genre. Finally, the paper identifies Smith’s ultimate political statement in her
celebration of the transforming power of language.

2. THE FRACTURING OF BRITAIN’S POLITICAL LANDSCAPE
In line with its pensive and melodious name, Autumn signifies the process of
quiet transformation that follows the youthful exuberance of summer. Smith’s
novel accordingly tells the story of the week after the frantic vote and media
madness, when people begin to notice the cracks in the body of the state. Young
protagonist Elisabeth Demand tries to pull together the fragments of her life as
she keeps vigil by the bedside of her 101-year-old lifelong friend Daniel Gluck,
whose prolonged sleep embodies autumn: a link or a crack between life and
death.

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�Politics and the Novel in a Post-Brexit World: Ali Smith’s Autumn
Lejla Mulalić

Metaphors and images of division and dismemberment create the
background against which the story unfolds. When Elisabeth, an art history
lecturer without permanent employment, tries to file an application for a new
passport, she encounters an impenetrable wall of bureaucracy. The Post Office
clerk informs her that her incorrectly proportioned photograph is “wrong in the
head” (Smith, 2016, p. 25), and rejects her application. Elisabeth’s attempts to
establish a bond with the clerk are drily rejected:
Witticism, the man says, will make not a jot of difference to the stipulations which
mean you can, in the end, be issued a passport, which you will need before you
are permitted to go anywhere not in this island realm. In other words. Will get
you. Nowhere. (Smith, 2016, p. 23)
The image of the head, separated from the body in the photograph, invites
comparison with the dismemberment of the body politic (i.e. the State) through
the divisive referendum, while the clerk’s use of the poetic term “island realm”
echoes Shakespeare’s Richard II and other literary texts that construct a notion of
national identity embedded in insularity. However, as John Sutherland (2018)
playfully notes, the long-cherished notion of Englishness articulated by John of
Gaunt in Shakespeare’s play is inherently problematic:
That’s all very well. But the real John of Gaunt was a French-speaking
Plantagenet, born in the city of Ghent. In other words, he was a Belgian. What
right does he of all people have to rhapsodise about England? Perhaps Brexiteers
need to look elsewhere in Shakespeare’s work for inspiration. (p. 13)
The island realm, also represented by the image of Elisabeth’s head, is to
be politically and economically separated from the European Union, which
implies that its inhabitants are effectively prisoners. This is especially hard for
Elisabeth to accept, since her life has been moulded by the powerful influence of
her much older friend Daniel, who introduced her to European art and
cosmopolitan thinking. This enabled Elisabeth to transcend the limitations of her
provincial upbringing, and her lack of travel opportunities.
The concept of division and separation is further reinforced through the
image of enclosed common land, electrified fences and security cameras in the
village where Elisabeth’s mother lives. It unmistakably conjures moments in
British history when the enclosure of land anticipated turning points: the
eighteenth-century exodus of the rural population to cities, which enabled
Britain’s rapid industrial growth, and the notorious Highland Clearances of the
same period, which resulted in the eviction and emigration of the Scottish
Highlanders to make space for profitable sheep farming (Stewart). In both cases,
Britain’s political and economic landscape was irrevocably changed, bringing
general prosperity but also misery to ordinary people.
Although the novel is almost entirely embedded in the daunting present,
references to the past are woven subtly into the narrative. They give us glimpses
of Elisabeth’s childhood and Daniel’s extraordinary life, and summon moments
of tension and division from Britain’s turbulent past, such as land enclosure. It is
difficult to discuss a “Brexit novel” without contextualising Brexit alongside
similar turning points in British history, when national identity was constructed

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�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

or reconstructed. Besides its references to historical enclosures, Autumn invokes
another historical landmark, a Brexit before Brexit: the sixteenth-century break
from Rome, which separated Britain from the Catholic Church. England became
a Protestant country and other parts of today’s UK followed, while Ireland
remained Catholic. As historian Norman Davies (2000) explains:
The ‘Break with Rome’ […] cut England off from the cultural and intellectual
community to which she had belonged for nearly a thousand years; and it forced
her to develop along isolated and eccentric lines. The English have had little
chance but to take pride in their isolation and eccentricity. Indeed they have
recruited it as a virtue. (p. 434)
Links with the Continent “were severed by a self-inflicted injury” (p. 434).
Metaphoric dismemberment dominates Davies’ representation of history and
reinforces the links between Smith’s Brexit narrative and its sixteenth-century
alter ego.
The powerful impact of propaganda (such as anti-immigrant sentiments
and “GO HOME” graffiti) is articulated in Smith’s novel by Elisabeth’s mother’s
anti-Brexit speeches.
I’m tired of the news. I’m tired of the way it makes things spectacular that aren’t,
and deals so simplistically with what’s truly appalling. I’m tired of the vitriol.
[…] I’m tired of the violence there is and I’m tired of the violence that’s on its way
[…] I’m tired of having to wonder whether they did it out of stupidity or did it
on purpose. (Smith, 2016, pp. 56-57)
Similarly, Davies (2000) points out that “systematic state propaganda”
created “an enduring English myth” (p. 426) of Tudor achievements. He maps
the myth in its various manifestations: “The myth was set running by Thomas
Cromwell […], clothed in golden words by William Shakespeare, reinforced by
the Protestant Establishment of the seventeenth and eighteenth centuries and set
in stone by the dominant ‘Whig Interpretation’ of history” (p. 426). In both
Smith’s and Davies’ examples the purpose of propaganda is to construct a
particular national identity. In the former, it is based on twenty-first-century
ideas of self-sufficiency in the face of “harmful” EU regulations and uncontrolled
immigration, while in the latter it revolves around the sixteenth-century mythridden concept of an ancient yet moderni English Protestant state, which
naturally progressed to become a great parliamentary democracy.
While Smith does not directly implicate the sixteenth century, she does
identify the Thatcher era as a time that triggered a lack of empathy for
immigrants and discouraged integration. Through a spokesperson on the radio
we learn that self-policing and selfishness are considered virtues in place of
empathy, and the notion of society is proclaimed untenable. To complete the
dialogue, a second spokesperson retorts: “Get over it. Grow up. Your time’s over.
Democracy” (p. 112). The full potential of Smith’s irony lies in the fact that the
outcome of the Brexit referendum is democracy at work, which, nevertheless, has
left a significant number of people in Britain silenced as they are forced to watch
their lives irrevocably change. As I reread Smith’s novel during the coronavirus
pandemic I could not ignore the ironic shift in Conservative ideology when Prime

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�Politics and the Novel in a Post-Brexit World: Ali Smith’s Autumn
Lejla Mulalić

Minister Boris Johnson addressed the nation from self-isolation in March 2020.
Johnson thanked the NHS staff for their tremendous efforts to fight the virus, and
admitted, somewhat prophetically, that there was such a thing as society after
all. In doing so he openly challenged the doctrine of his party predecessor
Margaret Thatcher, by acknowledging that solidarity and genuine care for the
well-being of communities might save Britain in the present global crisis, and
renew the faith of its citizens in the shared values that bind them, irrespective of
their differences.
Given the urgency of the political matters in Smith’s novel and the
newness of Brexlit as a subgenre, it is not surprising that Autumn has been
criticised by those who expected more Brexit and politics and less literature in
Smith’s writingii. One such reading resents that Smith “chose to represent the
views of a white, British-born, middle-class liberal whose predictable views on
Brexit are already vastly overrepresented in the media” (Bradley, 2017). The
author of this review indicates that those most affected by the EU referendum,
such as British Muslims, migrants, and those whose views do not reflect a simple
binary opposition, have only a marginal presence in the novel. Autumn is found
to lack genuine political conflict; the dominant political attitude is that of
disappointment and resignation from characters who will not suffer the
consequences of the referendum, because they are protected in their middle-class
niche. Elisabeth’s economically independent mother is thinking of buying
property “up there” (probably in Scotland) because she is not leaving the EU, and
she has saved the opening of the Scottish Parliament on TV so she can savour its
every word (“Wisdom. Justice. Compassion. Integrity.” [Smith, 2016, p. 197])
with her girlfriend. Although the devolution in 1999 and the referendum for
Scottish independence in 2014 raised tensions in England over the potential
break-up of the UK (intensified by Scotland’s overwhelming Remain vote in
2016), Smith’s novel transcends reductive national identities and loyalties:
Elisabeth’s mother, as well as Smith, embrace Britishness as an unproblematic
label in order to explore the complexities of personal relationships. Autumn’s
anti-Brexit stance does not enforce an explicit political attitude. Rather it is
embodied in Elisabeth’s deep friendship with her friend Daniel Gluck, a German
Jew whose life refuses to be confined by national borders. This friendship
reaffirms the bond between Britain and Europe, of which more will be said in the
following section.
3. REAFFIRMING THE POWER OF THE NOVEL
The previous section discussed Autumn’s representation of Brexit’s disruptive
effects. It explored a critical response that found the novel unwilling to explore
political views divergent from those of its author, and considered it to have more
in common with a monologue or a Guardian column (Bradely, 2017). This idea is
particularly important because it draws attention to the inherent contradictions
of the democracy of the novel genre, which gives writers freedom of choice, and

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readers freedom of expectation and interpretation. Rebellious and subversive
from its inception in the early eighteenth century, the novel has both instilled and
undermined dominant ideologies. This partially explains the politically
motivated criticism of Smith’s Autumn. In this section, I will discuss the ways in
which Autumn reaffirms these premises of the genre, and invokes the power of
the novel as its final political statement.
In his brilliant analysis of the nature of the novel, Terry Eagleton (2005)
mentions its indebtedness to other literary and non-literary forms, which makes
it a “mongrel among literary thoroughbreds” (p. 1). Smith’s Autumn confirms
this, being part-realistic narrative, part-modernist stream of consciousness and
contemplation of art, and part-postmodernist collage of narrative techniques and
nostalgic invocation of the past, while the mood of post-postmodernist renewed
faith in truth and ethical consciousness eventually triumphs over political
despair. Eagleton (2005) explains that the novel is a form particularly associated
with the middle class, “partly because the ideology of that class centres on a
dream of total freedom from restraint” (p. 2). This is exemplified in the canonical
status of Daniel Defoe’s Robinson Crusoe, whose unliterary narrative draws
strength from its absence of economic and political barriers and the triumph of
Crusoe’s re-inscription of middle-class civilisation on a desert island. Middleclass ideology of liberalism and laissez-faire capitalism, however, go hand in
hand with Crusoe’s being a slave-trader who genuinely believes in the “white
man’s burden” doctrine. These factors have not diminished the popularity of
Defoe’s novel; rather its contradictions have created a cultural space within
which we can continually reread it in manifold contexts. When explaining the
novel’s diversity and its scepticism of authority, Eagleton (2005) warns us not to
take these terms literally, as “not all diversity is radical, or all authority
oppressive” (p. 6). Another novel whose reception is inseparable from its sociopolitical context is Jane Austen’s Pride and Prejudice. The lack of visible markers
to denote the novel’s turbulent historical context (the French Revolution, the
Napoleonic Wars, and their impact on Britain) forces the reader to adopt Austen’s
keen observations, and look for signs of revolution not in events and statements,
but in subtle changes of mind and heart and moments of self-realisation. Austen
endorses the Tory belief in the moral superiority of tradition, and portrays the
upper class (including Mr Darcy) as the custodians of this tradition and national
culture in the face of the violent social changes incurred by the French Revolution
(Irvine, 2005, p. 61). She is, however, deeply aware of the inevitability of social
and political change, and accordingly represents marriage across class barriers
(between Elizabeth Bennet and Mr Darcy) as an ideological compromise,
necessary to ensure that Britain stems the revolutionary threat (Irvine, 2005, p.
57). Nevertheless, Austen does not “hold up romantic love as a value
transcending all social convention” (Kelly, 1989, p.117), as it is carefully
integrated within the social order. The change takes place within the individual
self, subtly regenerating society from within while preserving its hierarchies and
institutions (Kelly, 1989, p. 117). As Eagleton remarks, the novel is a selfauthorising genre (2005, p. 7), so no fixed notions of diversity, (political)

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�Politics and the Novel in a Post-Brexit World: Ali Smith’s Autumn
Lejla Mulalić

radicalism and the oppressiveness of authority should mould our reading.
Another defining feature, as the name suggests, is that novels address
“whatever’s new to us in the contemporary” (Smith, 2017, p. 42), even when they
are about the past. Austen offers us a unique insight into early nineteenth-century
England, shaped by its fear of revolution; Defoe explores the early eighteenthcentury concept of the self-confident homo-economicus and slave-trader; and
Smith’s novel resonates with the contemporary political fragmentation of Britain
along lines drawn by the Brexit referendum. In an article based on her 2017 talk
at Goldsmiths University of London, Smith defines the contemporary as the age
of Trump, and contextualises the novel (i.e. fiction) in a world in which truth is
redundant. She claims that “in an age in which living by fiction means having
powerful fictions politically, nationally, internationally foisted upon us, fiction
lets us read and understand such fictions” (p. 43). Contrasting lies with fiction,
she states that the former subvert truth, while the latter helps us “get to truth,
maybe truth that’s difficult to articulate, and for which reason has had to take
another shape” (Smith, 2017, p. 43). The novel is, therefore, a mode of knowing
and understanding in a world constantly changing and contesting its own
narratives. Smith’s preoccupation with truth echoes the politically charged
notion of “post-truth”, which Oxford Dictionaries announced as its 2016 word of
the year, thereby endorsing the arrival of a new cultural paradigm – postpostmodernism. The prefix “post” affirms an indebtedness to postmodernist
doubt, while “truth” remains an elusive but necessary part of our existence
(Gibbons, 2018).
Although the cracks in the post-Brexit body politic widen in Autumn’s
narrative, Smith’s most passionate political gesture in the novel is to reaffirm the
act of reading and writing – another salient feature of the genre. The novel opens
with Daniel’s dream of waking up on a beach. The 101-year-old is confined to his
bed in an assisted care facility, decomposing like the grains of sand in his dream.
We can feel it sifting through his fingers and filling his mouth before the feeling
of sandiness gives way to the shock of being surrounded by dead bodies, next to
which the living sunbathe in ignorance. Daniel overpowers death by madly
pursuing the thought of sand in the way John Donne pursues his thought of tears
in “Valediction: Of Weeping”iii: he plays with words to feel their scent and touch,
and to stretch the boundaries of his literary conceit to their limits. The dream
becomes a threshold between life and death, as Daniel wonders: “Can you be
hungry and dead?” (Smith, 2016, p. 6)
Daniel transforms ordinariness to extraordinariness throughout
Elisabeth’s childhood. He teaches her to touch and imagine colours by describing
to her the art of Pauline Boty, forgotten British Pop artist from the 1960s, and his
great unrequited love. Elisabeth too becomes a teacher (a lecturer in art history),
and writes her dissertation on Boty’s unacknowledged work, much to her
supervisor’s disapproval. Rather than pillaging the past or pursuing what
Frederick Jameson sees as a meaningless postmodern pastiche of bygone times
and styles, the narrative strand on Boty renews the bond of past and present in a
world falling apart. Elisabeth’s exploration of the 1960s London art scene helps

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her find her vocation as a teacher and as an interpreter of the past; it gives shape
to her childhood memories of Daniel’s wondrous stories, as the images and
colours he summoned for her now become recognisable in Pauline Boty’s work.
Elisabeth’s decision to look after her lifelong teacher and friend in turn brings her
back to her mother, whom she can now see without her former intellectual
contempt. The novel thus enacts diverse ways of reading, which is one of Daniel’s
early lessons: “Always be reading something, he said. Even when we’re not
physically reading. How else will we read the world? Think of it as a constant”
(Smith, 2016, p. 68).
Because the political context of Smith’s novel is steeped in notions and
images of fragmentation, it is natural that “only a re-affected, empathic language
may heed the broken, inflected language of a political body that has for so long
been alienated” (Bernard, 2019, p. 11). In line with the precepts of the emerging
cultural paradigm of post-postmoderism, Smith insists on “our essential
relationality – our connectedness as humans to one another in the globalizing
world and with fictional characters as representations of our selves” (Gibbons,
2018). The language of empathy connects the characters in Autumn, and interlaces
their narratives in a celebration of life as a form of incessant and avid reading of
each other. The novel’s final question embodies this, as Daniel asks upon
miraculously awakening, “What you reading?” (Smith, 2016, p. 258)
4. CONCLUSION
Smith’s Autumn is deeply entrenched in the fragmentation of Britain’s political
landscape after the EU referendum, but it transcends the Brexit reality to explore
the autumnal interplay of life and death through Elisabeth and Daniel’s
friendship. Smith upholds the power of language and empathy as a way of
healing the contemporary world’s manifold divides. Accordingly, Elisabeth’s
writing and teaching about Pauline Boty is a political gesture: as she inscribes the
names of the forgotten women of British Pop art, Elisabeth simultaneously reestablishes her bond with her mother, and acknowledges that she never invested
any real effort in getting to know her.
The novel’s themes of disruption and healing are echoed in the author’s
use of diverse discourses and styles. This is beautifully exemplified when
Elisabeth problematises the gap between languages of dissertation and
languages of passionate spontaneous thinking. The content and form of Autumn
reflect and determine one another in pursuit of new ways in which to manage
the contemporary. Many things are uncertain in this post-millennial world, but
the survival of the novel as a genre is not one of them. It remains to be seen,
however, how the novel will evolve and adapt to the vagaries of the post-Brexit
reality.

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�Politics and the Novel in a Post-Brexit World: Ali Smith’s Autumn
Lejla Mulalić

REFERENCES
Bernard, C. (Dec. 2019). “It was the worst of times, it was the worst of times.
Again':
Representing the Body Politic after Brexit”. Etudes Britanniques
Contemporaines. 57, 1-8. https://doi.org/10.4000/ebc.7401
Bradley, K. (2017, Mar 12). Review: Ali Smith’s Autumn, the first Brexit novel.
Revolutionary Socialism in the 21st Century (rs21). Retrieved from
https://www.rs21.org.uk/2017/03/12/review-ali-smiths-autumn-the-firstbrexit-novel/
Davies, N. (2000). The Isles: A History. London, Basingstoke and Oxford:
Papermac Macmillan.
Donne, J. Weeping: Of Valediction. Retrieved from
https://www.poetryfoundation.org/poems/44132/a-valediction-of-weeping
Eagletone, T. (2005). The English Novel: An Introduction. Oxford: Blackwell
Publishing.
Gibbons, A. (2019, Feb 18). Postmodernism is dead. What comes next? Times
Literary
Supplement
February.
Retrieved
from
https://www.thetls.co.uk/articles/postmodernism-dead-comes-next/
Irvine, R. P. (2005). Jane Austen. New York: Routledge.
Kelly, G. (1989). English Fiction of the Romantic Period 1789-1830. London:
Longman.
Lyall, S. (2017, Feb 17). From Ali Smith, it’s the first great Brexit novel. The New
York Times. Retrieved from
https://www.nytimes.com/2017/02/17/books/review/autumn-alismith.html
Lynskey, D. (2019, Aug 24). Is the political novel dead? The Guardian. Retrieved
from https://www.theguardian.com/books/2019/aug/24/is-the-politicalnovel-dead
Smith, A. (2016). Autumn. New York: Anchor Books
Smith, A. (2017, Oct 15). Ali Smith’s Goldsmiths Prize lecture: The novel in the
age of Trump. When politics is built on fictions, it’s fiction that can help us get
to truth. New Statesman. Retrieved from
https://www.newstatesman.com/culture/books/2017/10/ali-smith-sgoldsmiths-prize-lecture-novel-age-trump
Stewart, T. The Highland Clearances. Retrieved from https://www.historicuk.com/HistoryUK/HistoryofScotland/The-Highland-Clearances/
Sutherland, J. (Sept 2018). ‘Brexit Lit’. Literary Review. 468 Retrieved from
https://literaryreview.co.uk/brexit-lit
There is such a thing as society, says Boris Johnson from bunker. (2020, Mar 29).
The Guardian. Retrieved from
https://www.theguardian.com/politics/2020/mar/29/20000-nhs-staff-returnto-service-johnson-says-from-coronavirus-isolation
Wally, J. (2018). The return of political fiction?: An analysis of Howard
Jacobson’s Pussy (2017) and Ali Smith’s Autumn (2016) as first reactions to the
phenomena ‘Donald Trump’ and ‘Brexit’ in contemporary British literature.

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AAA: Arbeiten aus Anglistik und Amerikanistik, 43 (1), 63-86.
https://www.jstor.org/stable/26556725
The Tudors took great pride in tracing their ancestry to King Arthur, while historian Geoffrey Elton
introduced the myth that Henry VIII’s rule was the beginning of modern English government (Davies,
2000, p. 442).
ii Commenting after his novel Middle England was not longlisted for the inaugural Orwell Prize for political
fiction in 2019, Jonathan Coe said: “My response would be that sometimes there is a time to speak loud
and clear,” [...]. “And anyway, as my character Doug Anderton says in The Rotters’ Club: ‘Subtlety is the
English disease.’ I think it’s a peculiarly English thing, this recoiling from a novel whose political message
seems too overt” (Lynskey, 2019).
iii Let me pour forth
My tears before thy face, whilst I stay here,
For thy face coins them, and thy stamp they bear,
And by this mintage they are something worth,
For thus they be
Pregnant of thee;
Fruits of much grief they are, emblems of more,
When a tear falls, that thou falls which it bore,
So thou and I are nothing then, when on a diverse shore.
i

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Volume 3 (1), pp. 30-42, Summer 2020
Professional paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020313

Multimodal Analysis of two Anti-Semitic
Posters in the Independent State of Croatia
Damir Bešlija
International Burch University
d.beslija@gmail.com

Abstract: Drawing on the researches of Rotim (2012) and Macut
(2012), two posters of the same kind published by the State Reporting
and Promotion Office under the Prime Minister's Office (Državni
izvještajni i promičbeni ured pri Predsjedničtvu vlade; Further in the
text: DIPU) are analysed from the perspective of critical discourse
analysis as well as multimodal analysis. Thus, the analysis of the text
as well as images of the two posters was conducted and different
linguistic and non-linguistic devices employed in this type of an
advertising poster were identified and explained. The poster is
observed as a social practice and different Discourses used in the
text are identified. Thus, the use of a masculine man who represents
the Croatian people and ideas in this image and the non-human,
animalistic representation of the Jews are clarified in terms of
dominant ideology of the period in question and vividly portrayed
through the poster. The paper also points to the unavoidable impact
such posters and the promoted ideologies have on the society’s
perception of the Jews.

Keywords: Critical
Discourse Analysis,
Discourse Analysis, AntiSemitism, Anti-Semitic
propaganda, Ideology.
Article History

Submitted: 1 June 2020
Accepted: 30 June 2020

�Multimodal Analysis of two Anti-Semitic Posters in the Independent State of Croatia
Damir Bešlija

1. INTRODUCTION
With the establishment of the Independent State of Croatia on April 10, 1941, and
the adoption of racial and anti-Semitic laws, the persecution of Jews, Serbs, Roma
people, communists, as well as all those who opposed the Croatian policy, began.
The totalitarian regime had the task of creating a homogeneous state and the
Croatian authorities took Nazi Germany as their role model. In order to convince
people of validity and desire to enforce anti-Semitic laws, the government
launched a vigorous propaganda that was very similar to the one in nationalsocialist Germany and fascist Italy.
When the supporters of the Independent State of Croatia came to power,
they put under control all media that could be exploited for informing the public
about their current affairs. This media control allowed them to reach out to every
citizen and expose their policies, as well as glorify the Fascist movement and
leader. In the early days of the Independent State of Croatia, the central
institution for the control of the media-promotion system, known as the State
Secretariat for National Education was founded, and finally, in January 1942, the
State Reporting and Promotional Office under the Prime Minister's Office was
established. The establishment of these offices only proves the fact that
propaganda played a large role in NDH (Goldstein, 2001).
Its anti-Semitic rhetoric having its role model in Nazi Germany and Fascist
Italy, the Independent State of Croatia invested large amounts of money into
promotion and advertisement of newly created theories that supported the
Holocaust and the most significant person who endeavoured to proliferate
different kinds of art exhibiting anti-Semitic ideas, was Joseph Goebbels, the
president of the Reich Ministry of Public Enlightenment and Propaganda
(German: Propagandaministerium). Advertisements of different events,
including the “Exhibition on the development of Judaism and their destructive
work in Croatia before 10/6/41. The solution to the Jewish question” (Croatian:
Izložba o razvoju židovstva i njihovog rušilačkog rada u Hrvatskoh prije 10.
IV.1941. Rješenje Židovskog pitanja; translated by the author) were meant to
appeal to emotions of common people and to assert the State’s ideology (Jareb,
2009).
As different ideologies have intertwined in these areas for centuries, some
of which have had a significant impact on human lives, this paper draws
attention to devastating anti-Semitic propaganda, in particular to the posters for
the exhibition held in 1942 in Zagreb and Sarajevo, and seeks to establish a link
between the way posters convey information and the socio-political context in
which they are created. Furthermore, the paper analyses the posters in terms of
formal, functional, and social approaches to advertisement discourse and points
to the ways in which the use of multimodal discourse practice can project a
particular ideology. Finally, it seeks to point out how the impact of a not-soclearly visible ideology can be devastating.

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2. LITERATURE REVIEW
Advertisement genre is usually used to promote and eventually sell certain
products or ideas (Jones, 2012) and advertisements are believed to be one of the
most useful persuasive devices prominently displayed in newspapers, leaflets,
posters and nowadays mainly on-line. Thus, they are used as an effective tool
aptly exploited for promoting dominant ideology and accomplishing one’s aims
through different linguistic and non-linguistic devices. They might or might not
attract the people’s closer attention, but they surely indicate how people think
and what they believe in (Cook, 1996).
Karlsson (2015) analyses advertising as a process of persuasion and
identifies several steps in the process, including comprehension, acceptance,
attitude change and retention of the message that is being conveyed. Namely, the
product or idea that is being advertised needs to be comprehensible enough for
a viewer to accept it and, consequently, change his attitude. Finally, research has
shown that our perception of the message being advertised is rather
subconscious, which is contrary to the belief that our acceptance (or refusal) of
the product is a matter of choice (Karlsson, 2015).
Since advertisements are very influential and might possibly sway one’s
opinion, they are usually considered a very controversial genre. Two most
prominent characteristics of advertising material is that it uses language in a way
that is appealing to the target audience, and that the language used is usually
followed by some visual aids in order to make it more memorable or to dramatize
the content. Thus, it is of considerable importance that both linguistic and nonlinguistic properties of advertisements be systematically analysed (Cook, 1996).
An additional dimension that advertising carries is ideology. Ideologies
are proliferated by constructing specific versions of reality adopted by followers
of certain beliefs, who are interconnected and share common customs and ideas
(Jones, 2012). Hence, these subliminal ideological messages in advertisements are
frequently the focus of the modern linguistics analysis conducted by a close
observation of the text’s linguistic features and their relationship with the context
that surrounds them. Judith Williamson (1978), for instance, claims that
advertisements have two main functions: the economic one which makes us
potential buyers of certain products and the ideological function which gathers
people around certain idea and produces the feeling of unity (Chong, 2017).
The theoretical background of the current paper needs to be based on
critical discourse analysis and multimodal discourse analysis due to the fact that
language is combined with other modes of communication, i.e. images and
visuals, and they are exploited as the main tools politics exploits for promoting
its own ideologies and accomplishing its goal.
Critical Discourse Analysis
Critical discourse analysis refers to the field that unites linguistic
disciplines and social science and aims at studying and analysing written and
spoken texts in order to find and understand the discursive sources of power,

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�Multimodal Analysis of two Anti-Semitic Posters in the Independent State of Croatia
Damir Bešlija

dominance, inequality and bias (Dijk, 1998). Furthermore, as Rogers claims,
critical discourse is always “socially, politically, racially and economically
loaded” (Rogers, p. 6). Its main focus is examining the relationship between the
usage of language and the contexts (either social or political) in which it occurs.
Moreover, critical discourse analysis explores issues such as gender, ethnicity,
cultural differences, ideology and identity and how these are constructed and
reflected in texts.
Fairclough and Wodak (1997) define principles of critical discourse and
state the major four as following:
A
Social and political issues are constructed and reflected in discourse.
Critical discourse analysis addresses political and social issues and examines
ways in which these are constructed and reflected in the use of discourse.
B
Power relations are negotiated and performed through discourse. Critical
discourse analysis conversational interaction, and aims at defining who controls,
i.e. who allows the person to express themselves and how they allow that.
C
Discourse both reflects and reproduces social relations. Social relations are
both established and maintained through the use of a discourse.
D
Ideologies are produced and reflected in the use of discourse. Critical
discourse analysists claim, that ideologies are what represent and construct
society. They are usually focused on forming relations of power which are based
on gender, class and ethnicity. Critical discourse studies aim to make connection
between social and cultural practices and the values and assumptions that
underlie the discourse. They try to reveal what people say and do in their use of
discourse in relation to their views of world, themselves and relation of each
other.
Any analysis of any text that contains linguistic elements is based on four
main assumptions, which revolve around the facts that (1) it is never absolutely
clear what is expressed by a certain expression; that (2) what language means is
the matter of place and time in which it is used; that (3) we use language to
display different social identities we possess; and that (4) linguistic features of
languages are always combined with some non-linguistic elements (Jones, 2012).
Multimodal discourse analysis
Modal discourse analysis refers to analysing how certain types of
advertisement use different modes of communication in order to convey their
message (Martinez Lirola, 2016). The posters which this paper analyses combine
both visual and textual modes. We could say that the textual basis of the posters
is rather strengthened by the images which are supposed to attract readers’
attention. However, the posters need to be observed as a whole together with all
the modes used in order to fully comprehend the message they send.
Much research has focused on political and ideological advertising
primarily through electronic media (Shäffner &amp; Bassnett, 2010) or interviews
conducted for purposes of political advertising (Chen, 2007). However, to our
knowledge, there are not many papers which have focused on the posters as
overly influential means of proliferating political and even ideological beliefs. In

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such papers, analysis similar to this one was done and posters were analysed
from the perspective of modal discourse analysis with their potential ideological
influence further clarified Aulich &amp; Sylvestrová, 1999; Johnston, 2006; Popova,
2012).
The current study
Through the analysis of the two aforementioned posters, observed as a
social practice, the present paper aims to communicate the socio-cultural
situation of the period and how social and power relations were established
through the use of both linguistic and non-linguistic devices, visual elements in
particular. Thus, relying on two theoretical constructs, namely critical discourse
analysis and multimodal analysis, the current paper seeks to show how ideology
promoted by the image on the poster is identified and explain its influence on the
society’s perception of Jews. Due to the fact that posters, advertising posters in
particular, send different subliminal messages and sometimes skilfully conceal
some strong political ideologies, this paper is an attempt to help readers
recognize and understand how such messages are conveyed, which might lessen
the devastating effect different ideologies might have on them.
3. METHODS AND DATA
Two advertising posters of the same kind published by the State Reporting and
Promotional Office under the Prime Minister's Office (Croatian: Državni
izvještajni i promičbeni ured pri Predsjedničtvu vlade; translated by the author)
were selected from the book Media and Promotion in the Independent state of
Croatia (Croatian: Mediji i promidžba u Nezavisne Države Hrvatske; translated
by the author) written by Jareb (2009). They can be found in a private collection
which belongs to professor Eli Tauber who lives in Sarajevo. The posters are
presented and analysed by the use of textual analysis methodology, which
involves the analysis of linguistic (i.e. grammatical and lexical) and non-linguistic
(i.e. images, symbols) features in the posters. Finally, ideological functions of the
posters are presented and explained together with a possible effect they might
have had on the discourse community to which they had been presented.
The posters may be found in Appendix section and due to the fact that the
posters are originally in Croatian, the original texts as well as their translations
are presented below.
1. Original text:
ŽIDOVI
IZLOŽBA O RAZVOJU ŽIDOVSTVA
I NJIHOVOG RUŠILAČKOG RADA
U HRVATSKOJ PRIJE 10IV1941
RJEŠENJE ŽIDOVSKOG
PITANJA U N.D.H.

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�Multimodal Analysis of two Anti-Semitic Posters in the Independent State of Croatia
Damir Bešlija

1.V.1942
1.VI.1942
Translation:
JEWS
EXHIBITION ON THE DEVELOPMENT OF JUDAISM
AND THEIR DESTRUCTIVE WORK
IN CROATIA BEFORE 10IV1941
THE SOLUTION TO THE JEWISH
QUESTION IN N.D.H.
1.V.1942
1.VI.1942
2. Original text:
ŽIDOVI
IZLOŽBA O RAZVOJU ŽIDOVSTVA
I NJIHOVOG RUŠILAČKOG RADA
U HRVATSKOJ PRIJE 10IV1941
RJEŠENJE ŽIDOVSKOG
PITANJA U NDH
6.-20. RUJNA 1942
FERHADIJA ULICA BR. 11 (BIVŠA BOGOSLOVIJA)
ULAZNICA KN. 10.-ZA SKUPINE KN. 5 PO OSOBI
Translation:
JEWS
EXHIBITION ON THE DEVELOPMENT OF JUDAISM
AND ITS DESTRUCTIVE WORK
IN CROATIA BEFORE 10IV1941
THE SOLUTION TO THE JEWISH
QUESTION IN NDH
6.-20. SEPTEMBER 1942
FERHADIJA STREET NO. 11 (FORMER FACULTY OF THEOLOGY)
TICKET KN. 10.-FOR GROUPS KN. 5 PER PERSON
4. RESULTS AND DISCUSSION
The posters from Zagreb and Sarajevo contain several linguistic and nonlinguistic elements that are analysed in the following sections. The first notable
non-linguistic feature that grabs readers’ attention is the image of a snake
wrapped around a muscular man who is trying to kill it. In the poster from
Sarajevo (Figure 2) this image is even more influential due to the fact that it is
colourised and it vividly portrays certain ideologies that are represented through
colours.
The most significant linguistic elements that are analysed are the text, its
form and content. As it could be seen in the previous section, the texts from
Sarajevo and Zagreb slightly differ in word choice, however that does not majorly
influence the conveyed message.

35

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

Figure 1: Poster from Zagreb

Figure 2: Poster from Sarajevo

The first part of the analysis will focus on the language of the two posters.
The very first property of language to be discussed is its ambiguity, i.e. the same
message that is being conveyed by certain linguistic or non-linguistic devices
might be understood differently. In these posters, ambiguity can be observed in
the phrase “exhibition on the development of Judaism”, which, on its own,
indicates that there is an exhibition in which some posters showing how Judaism
has developed are displayed and thus anyone seeing the poster and reading only
the first line without knowing the context and focusing on the image presented
on the posters would possibly conclude that this exhibition was about Jewish
tradition and culture. Even though this situation is highly improbable, taken all
the historical context and developing anti-Semitic beliefs of that time, it shows
how a single sentence can be seen and understood differently.
The second property of language is that it is placed in the world. This
means that language is always used in the material world, it is situated in time
and reflects its circumstances, it exhibits some kind of a relationship between
people who use it, and it can always be compared within a relation towards other
languages. The language of two posters, therefore, is placed in the material world
of Zagreb and Sarajevo streets during The Second World War and it exhibits the
relationship of three participants: The State, ordinary people and the Jews.
It is also rather interesting to observe how phrases and sentences are put
together to form a coherent and cohesive text, while possibly referring to some

36

�Multimodal Analysis of two Anti-Semitic Posters in the Independent State of Croatia
Damir Bešlija

other source of information. When it comes to the analysis of the posters, one
might conclude that the text present on them is coherent because it follows a
generic framework which sets certain expectations about how advertising should
be organised and what kind of social actions will follow. A reader will
understand that there is an exhibition on the development of Judaism at certain
place and time, and that everybody is invited. In addition, Sarajevo’s poster
suggests that the exhibition is not free, but that group visits can get a discount.
Furthermore, the posters’ text exhibits both lexical and grammatical
cohesion. There is an obvious lexical chain between Jews, development of
Judaism and the solution to the Jewish question. Grammatical cohesion, on the
other hand, is seen in the use of a conjunction and (figure 1):
EXHIBITION ON THE DEVELOPMENT OF JUDAISM
AND THEIR DESTRUCTIVE WORK
After reader’s attention was caught by an ‘ordinary’ event that might present
Jewish culture, and adds a new piece of information that tells more about the
exhibition which will actually present the Jews as a destruction force.
Another element that adds to grammatical cohesion is the use of
referencing. In the poster from Zagreb (figure 1), the pronoun their refers to the
Jews from the title. By this the creators of the poster mark a whole group of
people, as if destruction were something naturally inherent to the Jewish
population.
EXHIBITION ON THE DEVELOPMENT OF JUDAISM
AND THEIR DESTRUCTIVE WORK
In the poster from Sarajevo (figure 2), the reference is different and, instead
of referring to the title, it refers to Judaism. By this, the creators of the poster
rather blame ideology and religion for destruction than their followers.
EXHIBITION ON THE DEVELOPMENT OF JUDAISM
AND ITS DESTRUCTIVE WORK
Moreover, the third property of language refers to its function of showing who
are the people (or participants) who use it. The posters show that The State was
publicly expressing its fascist ideology, but that, at the same time, the audience
consisting of ordinary people shared government’s political views and was
interested in such an event. This element is closely related to ideological
behaviour that has been previously defined and exemplified and clearly portrays
how the Fascist Nazi ideology was being used to represent one group of people
(Jews) in contrast to the other (the Aryans).
The last assumption is that language is never used in isolation, i.e. it is
always followed by certain non-linguistic elements. These elements might be
facial expressions, gestures, tone of voice, different fonts or graphics. In the case

37

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Volume 3, Issue 1, Summer 2020

of the posters, image plays rather central role because it most vividly depicts the
power relation between Jews and Croats. It sends a very strong message: the
monstrous snake which has stars of David all along its body represents Jewish
people attacking a very masculine man who, on the other hand, represents all
that is Croatian.
Furthermore, the title “Jews” is written in much larger letters than the rest
of the text in order to attract readers’ attention. However, it does not necessarily
mean that it is the most important part of the poster. Actually, the whole text is
written with capital letters which might mean that all the information present on
the poster is, if not of the same, then of almost equal importance.
The poster from Zagreb is much simpler in terms of colour than the poster
from Sarajevo. While the first one is just black and white, the second one depicts
the colours of the Croatian Chessboard and that of a stereotypical Aryan
Caucasian man with ginger hear. More interestingly, the snake on the second
poster doesn’t only have the stars of David on it to suggest its Jewish identity,
but is also coloured in blue which is one of the biblical colours of Israel (both
nation and country).
Finally, another interesting observation is that the snake wrapped itself
around the man's waist and covered his genitals. Taken the context in which Jews
were condemned on the basis of their genetics and their physical appearance was
scientifically analysed as rather unhealthy, this probably implies that the Jews
not only ruled over economy and politics, but that they began to infiltrate
traditional families, thereby "polluting" them (Jareb, 2009).
The posters that are analysed in this paper clearly have the aim to inform
people about the events that will take place in Zagreb and Sarajevo, as well as
give further information about the time and entrance fee. However, informing or
advertising is done in a way that undermines the Jews, who are presented as evil.
The Jews are believed to have been a main destruction force and the exhibitions
will, therefore be about “the Jewry’s destructive work” in Zagreb and “Judaism’s
destructive work” in Sarajevo (as analysed before).
Moreover, at the end of the posters’ text, the authors suggest that at the
exhibition there will be given a “solution to the Jewish question”. Back then “The
Jewish Question” was a common way of addressing the Jewry and everything
connected to it. However, a choice of words is interesting because the event will
give a solution to, or will solve the Jewish Question as if it were a good deal of
misfortune or a problem that is to be solved. Finally, the poster from Sarajevo
informs people about entrance fee and a discount that is to be given for group
visits. By this, it clearly communicates two things; it shows that the event is
prestigious and only for the people who can actually pay for it but it also
encourages institutions and individuals to organise groups and come in large
numbers.
All these linguistic and non-linguistics elements are combined to portray
different ideologies through the posters and point to specific social and political
issues, as well as (in)directly assert the authors’ opinion (Aulich &amp; Sylvestrová,

38

�Multimodal Analysis of two Anti-Semitic Posters in the Independent State of Croatia
Damir Bešlija

1999). There are two ideologies which are present in these two posters and which
will be discussed further.
Firstly, the ideology of anti-Semitism which was a core of the NDH, found its
place in all the media, and the highlight of it is certainly the aforementioned
exhibition organized by the DIPU at the Art Pavilion at Strossmayer's Square in
Zagreb from May 1, 1942 to June 1, 1942. Apart from Zagreb, the exhibitions that
aimed at promoting aforementioned ideologies were staged in Osijek and
Sarajevo, and very similar posters were exploited in advertising these events. The
content of the posters accused Jews of exhausting the Croatian nation, the
economical and ideological occupation of Croatia, and all of this was usually
justified by the belief that the existence of the Jewish people threatened the
survival of any state wherever they lived. It is through this exhibition, which was
created in 1942 after severe and cruel persecution of the Jews, that the Facist
regime ultimately convinced the Croatian people of the correctness of their
decisions (Gitman, 2012).
Yet another ideology that is found in these two posters, and that was very
often used to empower the message being conveyed is the ideology of
masculinity. Nowadays, sexuality is often used in advertising for the purpose of
making the process more appealing to the opposite gender. Nudity is usually
manifested in the form of visuals, although it can be expressed through verbal,
musical, or scent elements (Gould, 1994). However, the elements of masculinity
presented through nudity in these two posters for their primary aim have to
show how strong and handsome is a man who is to protect the Croatian nation.
The ideology present in the posters helps people create a shared worldview but
also limits their ways of looking at reality. That is way many people were not
aware of the atrocities that were done to the Jewish population (Zuckerman,
2010).
In regards to ideology, it is clear how both posters openly support two of
them which were present in the NDH politics, fascism and anti-Semitism, and
exemplify their functions. The first function is ideational, meaning that the Jews
were chosen as a specific subject around which revolves a new worldview that
represents them as evil characters. The second function of the ideologies of the
posters is interpersonal, and its main task is to create a relationship with readers
who, if not yet, might become followers of that idea. This function is especially
significant for forming a certain discourse community which might later on
participate in creation of new advertising materials. The last function is purely
textual, and takes care of how the text itself is structured.
Finally, several different discourses might be found in the posters.
Discourse of advertising is a primary discourse because both posters are
advertisements of a kind and intend to inform readers about the exhibitions. In
addition, discourse of politics is also very obvious since the posters speak about
“the solution to the Jewish question”, which is, as already stated, a political
phrase used by the NDH government. Ultimately, unlike two aforementioned
discourses which are rather textual, another discourse present in a form of image
is discourse of art. Namely, through this artistic depiction of the Jewry and a

39

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

Croatian man, the authors send a strong message which tells that this exhibition
is a cultural event.
The current study is of great importance because it exemplifies and
analyses how the NDH employed a variety of devices, both linguistic and nonlinguistic, in order to proliferate the ideology and institutionally assert antiSemitism as well as make ordinary people blame the Jews for all problems in the
society. One can also see how the government makes a difference between a pure
Croat who is represented as a masculine man, and a Jew who is depicted as a
snake. Both posters rely on the linguistic and non-linguistic structure, but also on
emotion and feelings.
Moreover, these posters have an enormous influence on the society in a
sense that they establish a certain sort of a relationship between the readers who
share the government’s opinion and the Jews. The advertisements of the
exhibition clearly communicate the fact that the Jews are an evil, destructive force
and that the exhibition will provide some kind of a solution to the Jewish
Question. Nevertheless, we have to take into consideration that only two posters
of the anti-Semitic propaganda were analysed in this paper. In order to get a
complete image of the NDH propaganda and its influence on society, an analysis
of a larger number of advertisements needs to be done.
Ultimately, taken the unprecedented analysis of such posters from the
modal discourse analysis perspective that is presented here, this paper might be
useful for future studies on the topic of Croatian anti-Semitic politics, in terms of
defining and exemplifying the ways in which different advertising and
ideological discourses might be used to sway public’s opinion. It also might serve
future researches as a reference for evidence of anti-Semitic presence in spheres
of culture and public life in the Independent State of Croatia.

5. CONCLUSION
Two advertising posters published by the State Reporting and Promotional
Office under the Prime Minister's Office display all four properties of language:
(1) language is ambiguous, (2) it is always in the world, (3) it displays different
identities of its users and (4) it is never used in isolation. They also might be
observed from a perspective of three different ways of looking at discourse and
analysed as a part of Critical discourse analysis.
Furthermore, the authors of the posters used a variety of linguistic and
non-linguistic devices in order to make them more cohesive, coherent and to
include some outside references, which is an instance of intertextuality. In
addition, both of these posters make use of different discourses, such as discourse
of advertising, discourse of politics and discourse of art. The primary purpose of
the posters is to make readers perform an action of visiting the exhibition. It is
important to emphasise how both of them contain the same anti-Semitic ideology
with rather no hidden agenda: The Jews are a destructive force and an evil power
that needs to be eliminated.

40

�Multimodal Analysis of two Anti-Semitic Posters in the Independent State of Croatia
Damir Bešlija

The analysis provided in the paper relies on Critical Discourse and
Multimodal Analysis and it points to a blend of specific vocabulary and word
choices as well as concrete and vivid imagery employed to create textual and
visual meaning in order to show how discourses are constructed and what is their
purpose, as well as how ideologies are promoted and how they shape readers’
ideology. Thus, the political message clearly sent through the posters at the time
was that one nation, e.g. Jews, depicted in a non-human, animalistic shape,
fighting a brave Croatian warrior, represented a destructive force that needed to
have been dealt with and then, at the time, needed to have been continually
warned against. Without any doubt, such a vivid imagery combined with the
appropriate text contributed to shaping the ideology of the readers and
exhibition visitors at the time.

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Volume 3, Issue 1, Summer 2020

REFERENCES
Aulich, J. &amp; Sylvestrová, M. (1999). Political posters in central and eastern Europe,
1945-95: Signs of the times. Manchester: Manchester University Press.
Cook, G. (1996). Discourse of Advertising. New York: Routledge.
Chen, L. (2007). Negatives and positives in the language of politics attitudes
towards authority in the British and Chinese press. Journal of Language and
Politics, 6(3), 475-502.
Fairclough, N., &amp; Wodak, R. (1997). Critical Discourse Analysis. In T. van Dijk
(Ed.), Discourse Studies: A Multidisciplinary Introduction (Vol. 2, pp. 258-284).
London:
Sage.
Gitman, E. (2012). Kad hrabrost prevlada. Zagreb: Novi liber. Židovska općina u
Zagrebu.
Goldstein, I. (2001). Holokaust u Zagrebu. Zagreb: Novi liber. Židovska općina u
Zagrebu
Gould, S. J. (1994). Sexuality and Ethics in Advertising: A Research Agenda and
Policy
Guideline Perspective. Journal of Advertising, 73-80.
Hrvatski glasnik. (1941). Židovsko pitanje u Državi Hrvatskoj. No. 7.
Jareb, M. Mediji i promidžba u Nezavisne Države Hrvatske. Nezavisna Država
Hrvatska – 1941. -1945. Zagreb. 2009, 88.
Jones, R. H. (2012). Discourse Analysis. New York: Routledge.
Karlsson, S. (2015). Advertising as Discourse: A study of Print Advertisments
Published in New Yorker. Bachelor Thesis.
Popova, M. (2012). Presidential campaign posters: 200 years of election art. A
brief visual history of political propaganda design [on line]. Available in:
http://www.brainpickings.org/index.php/2012/06/04/presidentialcampaign-posters/.
Shäffner, C. &amp; Bassnett, S. (2010). Political discourse, media and translation.
Newcastle upon
Type: Cambridge Scholars Publishers.
Zuckerman, B. (2010). Psihologija holokausta: protužidovska propaganda u
NDH i Srbiji (1941.-1945.). Zagreb.

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                    <text>Journal of Education and Humanities
Volume 3 (1), pp. 18-29, Summer 2020
Original research paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020312

An observation on the introduction of mobile
messenger apps for collaborative online tasks
in post-secondary education
Robert Schrenk
University of Applied Sciences Eisenstadt
robert@schrenk.cc

Abstract: Positive effects of cooperative and collaborative learning
have been investigated by a large number of studies. When using
cooperative learning in blended or online learning the use of online
forums is a popular means to organize the cooperation between
learners in order to assist the learning process besides the lessons in
presence.
In the last years the introduction of instant messengers like
WhatsApp, Facebook Messenger and such were becoming more
popular and enjoy the reputation to be easier to use as they run on
mobile phones and are always at hand. It can be expected that
students behave differently depending on the device and
communication tool that they use. Consequently, this would have an
impact on the learning outcomes. Recent researchers claim a
negative impact of the use of mobile phones on the students’ grade
point average (GPA).
Within this article cooperative online assignments were used as
instruments to compare the use of an instant messenger compared to
communication using traditional online forums. The results show a
significant impact on the length of contributions within the
cooperative tasks and a significant impact on the working times of
the learners. The GPA of learners was not significantly influenced.

Keywords:
Cooperative/collaborative
learning; distance education
and telelearning; postsecondary education;
teaching/learning strategies
Article History
Submitted: 1 January 2020
Accepted: 22 June 2020

�An observation on the introduction of mobile messenger apps for collaborative online tasks in
post-secondary education
Robert Schrenk

1. INTRODUCTION
The positive effects of cooperative and collaborative learning on several aspects
of learning have been investigated by a large number of studies (Rahman et al.,
2020; Casey &amp; Fernandez-Rio, 2019; Delić &amp; Bećirović, 2016; Bećirović &amp; Akbarov,
2015; Sharan, 2014). Higher learning outcomes can be achieved in settings of
small groups rather than a single person working. The terms cooperative and
collaborative learning are often used synonymously although there is a different
meaning (van Leeuwen &amp; Janssen, 2019). Within this article the abbreviation CL
stands for collaborative learning. This means that the learners need a “mutual
engagement of participants in a coordinated effort to solve the problem together”
(Roschelle &amp; Teasley, 1995, p. 70).
In order to facilitate collaborative assignments, the use of discussion
forums is very popular. These are seen as the traditional form of communication
in online courses at universities (Bećirović &amp; Brdarević-Čeljo, 2018) or in Massive
Open Online Courses (Srba, Savic, Bielikova, Ivanovic, &amp; Pautasso, 2019).
Some researchers experiment with other tools as an alternative to
discussion forums like chatrooms, social networking sites or community
question answering systems (Jeff, Stephen, Huang, &amp; Indy, 2010; Moorthy et al.,
2019; Srba et al., 2019) and as a very new kind of implementation the use of
instant messengers, like WhatsApp, for the purpose of teachers’ guidance
(Raiman, Antbring, &amp; Mahmood, 2017). Especially the possibility to introduce
seamless learning scenarios seems promising and allows the creation of
collaborative learning outcomes without dependence on location or time
(Schmid &amp; Schrenk, 2017).
Although the introduction of such tools seems very appealing, current
research has showed a negative impact of social networking sites on the academic
achievement. A significant negative correlation seems to be present between the
frequency of the students’ use of Facebook or the Internet per day for
entertainment and their GPA (grade point average) (Feng, Wong, Wong, &amp;
Hossain, 2019).
Whereas discussion forums, social networking sites and such are mainly
used on personal computers, instant messengers are dedicated to be used on
mobile devices like smartphones and tablets. Mobile devices are always at hand
and are used very frequently by their users. Therefore, it seems very promising
that learners may contribute more frequently and accurately within a
collaborative learning process (Bećirović, Brdarević-Čeljo &amp; Zavrl, 2018).
Research revealed that within a group of 118 college students more than 57% of
messages were answered within less than one minute and 79% of messages were
answered within an hour (Rosenfeld, Sina, Sarne, Avidov, &amp; Kraus, 2018).
On the other hand, the use of mobile devices may affect the contribution
in a negative way. Research analyzing the impact of the use of mobile devices
compared to desktop/laptop computers on the contribution of people in surveys
revealed that mobile device users needed more time for their contributions and
were more likely to interrupt tasks (Liebe, Glenk, Oehlmann, &amp; Meyerhoff, 2015).

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�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

Furthermore, there is a negative correlation between the frequency students used
Facebook or the Internet per day for entertainment and their GPA (Feng et al.,
2019). Interestingly, according to the statistics of Rosenfeld et al. (2018) more than
90% of instant messages were sent between 8am and 12pm.
Thus, the research question of this work is: which impact has the use of an
instant messenger on the length of messages, grades and times of contribution
compared to discussion forums? The study is guided by the following
hypotheses:
H1: there will be a statistically significant difference between the use of an instant
messenger in comparison to a discussion forum regarding the length of
messages.
H2: there will be a statistically significant correlation between the use of an
instant messenger in comparison to a discussion forum regarding the students’
GPA.
H3: there will be a statistically significant difference between the use of an instant
messenger in comparison to a discussion forum regarding the times of
contribution.
2. METHODOLOGY
For this study students’ communication behavior was observed during a blended
learning course that implemented cooperative learning scenarios. “Observation
allows the description of behavior as it occurs naturally” (McMillan, 2012, p. 164)
and “puts you where the action is and lets you collect data” (Bernard, 2006, p.
344). According to Bernard (2006, p. 356) “participant observation makes it
possible to collect quantitative survey data”.
The quasi experiment as other possible method was considered but
discarded. Within an experiment the researcher treats a specific group in a
planned way and compares the results to another, untreated group (McMillan,
2012). For this study this approach was not applicable. All participants had to
pass all activities using all types of media to pass the course. Therefore, splitting
into two groups was no option and the “single-group posttest-only design”
seemed to weak as an option (McMillan, 2012).
In quantitative research an observation focuses on particular aspects of
behavior and quantifies it in some way. The “researcher strives to be as objective
as possible” (Leedy &amp; Ormrod, 2005, p. 180). According to McMillan (2012) this
is a “low-inference observation”. In this observation only quantitative data is
collected automatically and does not need to be interpreted during the collection.
The only possible influence of the observer in this study is, that the contributions
were graded during the observation. But as grading and giving feedback is a
normal part of the learning process the effects to the data are considered to be
minimal.

20

�An observation on the introduction of mobile messenger apps for collaborative online tasks in
post-secondary education
Robert Schrenk

2.1. PARTICIPANTS
This research took place as part of a lecture about “basics of e-Learning” in the
master degree program “Applied Knowledge Management” at the University of
Applied Sciences in Burgenland (Austria) in the summer semester 2019. In that
lecture, the students learned about e-Learning principles and trends that include
the topic mobile learning and collaborative learning.
All participants were obligated to execute all tasks to pass the course. As
the overall learning outcome of this lecture, the students had to collaboratively
design a collaborative online course for a given topic. Before that, they had to
undergo two collaborative online tasks themselves to gain experience and
practice on collaborative online learning. Based on these two collaborative tasks
their communication behavior was analyzed.
2.2. DATA COLLECTION TOOLS AND PROCESS
During the first lecture, students were informed that the two collaborative tasks
will be observed for a reflection and analysis. In order to minimize possible
influence on the communication behavior, they were not informed in detail about
hypotheses or research questions.
For the purpose of this research a special kind of instant messenger, called
“eduMessenger”, was used. This messenger connects to the learning
management system Moodle, that was used for the discussion forums, and stores
all messages using the very same discussion forums in Moodle. That way all
meta-information related to messages was at hand for the analysis. The main
differences between the two types of media was, that the students using the
messenger were informed about new messages via push notifications on mobile
devices, while the other group was informed via email notifications on the
computer. Contributions to the discussion should have been made on the
particular device.
As a consequence, the learners using the messenger had to answer on their
mobile phones, while the others answered using their computers and a regular
keyboard. During the learning process all contributions of the students were
constantly graded and feedback was given to propagate their contribution. At
the end of the course all students were asked to take part in a short survey, to
reflect upon their attitudes towards the used media and lessons learned. At that
stage, they were informed about the purpose of the study and were given a
possibility to opt-out from the study. After the survey was finished, all contents
of the Moodle-forums were exported, the contributions were anonymized and
analyzed. The contributions of those students who did not give their consent to
be part of the study were removed.
Out of the 33 students, who participated the course, 32 finished the
questionnaire and 29 agreed to include their data into the analysis, only 3
disagreed. One participant dropped out during the course and was not able to
take part in the questionnaire at all. These data were removed too.

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Volume 3, Issue 1, Summer 2020

2.3. DESIGN OF THE COLLABORATIVE TASKS
The students were split into 8 groups. Each group consisted of 4-5 students.
In the first task [T1] the students had to discuss the pros and cons of collaborative
online tasks based on literature that was given to them. Each group was asked to
agree upon the most important three pros and cons as the outcome of the task,
but for the grading only the quality of each single message was considered
according to the criteria (1) number of contributed pros/cons and (2) if
arguments were based on literature. For each message the students could be
awarded 5 points, and 10 points as maximum for the whole task. The students
had a time range of 14 days for discussion and providing an outcome.
In the second task the students had to develop an own collaborative task
[T2a], and provided feedback to at least two colleagues [T2b]. The feedbacks
ought to contain (1) if the designed tasks engage collaboration among learners,
(2) all aspects of Salmon’s eTivity-concept (Salmon, 2002) were fulfilled and (3)
additional hints were given. T2a was awarded 10 points at maximum, in T2b each
feedback could be graded with 5 points. T2 in total had a maximum of 20 points.
The feedback had to be done within a time range of 21 days.
In both tasks the students had the choice to contribute with few high
quality posts or with a higher amount of posts with minor quality.
By design the students were asked to use a certain type of media for a certain
task.
Groups
1-4
5-8

Table 1 Disposition of groups, tasks and type of media
T1
T2a
eduMessenger
Free choice
Forum
Free choice

T2b
Forum
eduMessenger

The purpose of this was to give all the students the opportunity to use a
messenger and a discussion forum at least once during the course.
For each task a dedicated discussion forum was provided and the groups were
separated using the ”separated groups”-feature in Moodle. This means that the
groups could not see the other groups nor their process. Consequently, an
influence between the groups was prohibited.
Unfortunately, many students did not follow the guidelines and used both
media types within all tasks. Whatever seemed more appropriate for them in a
particular situation was used.

22

�An observation on the introduction of mobile messenger apps for collaborative online tasks in
post-secondary education
Robert Schrenk

3. FINDINGS
3.1. H1: LENGTH OF MESSAGES
H1: there will be a statistically significant difference between the use of an instant
messenger in comparison to a discussion forum regarding the length of
messages.
Figure 1 shows the average length of messages of forum posts compared
to messenger posts. Posts contributed using the messenger seem to be shorter
than those contributed using the forum.

Figure 1: MediaType and lengths of contributions

An independent samples t-test was conducted to compare the length for
messages created by the messenger or the forum.
Table 2 T-test of MediaType on length of contribution
Independent Samples Test
Levene's Test for
Equality of
Variances

length

Equal
variances
assumed

t-test for Equality of Means

F

Sig.

t

df

Sig. (2tailed)

Mean
Difference

Std. Error
Difference

22,439

,000

4,799

346

,000

555,011

115,643

23

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

Equal
variances not
assumed

5,132

336,311

,000

555,011

108,152

The t-test shows a significant difference in the lengths of contribution for
forum (M = 1143.66, SD = 1241.68) and eduMessenger (M = 588.65, SD 768.268);
t(346) = 4,799, p = 0.000.
3.2. H2: IMPACT ON GPA
H2: there will be a statistically significant correlation between the use of an
instant messenger in comparison to a discussion forum regarding the students’
GPA.
As mentioned in section 3.3, students mixed both types of communication
for a natural use of their communication channels and did not follow the
guideline to use the predetermined type of media for one assignment, and the
other type of media for the other assignment. Consequently, it was not possible
to analyze the effect on the GPA by a comparison of the two assignments.
Therefore, a new variable “MediaTypeRatio” [MTR] was introduced to
determine a correlation between the MTR and GPA. MTR indicates the amount
of posts written using the messenger as a percentage of the amount of posts
written using the forum. If, as proposed by H2, the use of an instant messenger
has a negative impact on the GPA there must be a correlation of this ratio
compared to the graded results.
Both assignments had a cap of 30 points as maximum. Because of that cap,
the correlation was tested with and without a cap of 30 points.

MTR

Table 3 Correlation between MTR and GPA
MTR GPA without cap
Pearson Correlation
1
-,007
Sig. (2-tailed)
,969
N
29
29
**. Correlation is significant at the 0.01 level (2-tailed).

GPA max. 30
,056
,771
29

There was no correlation between MTR and GPA without cap r = -0.01, n = 29, p
= 0.969.
There was no correlation between MTR and GPA with cap r = 0.06, n = 29, p =
0.771.
3.3. H3: TIMES OF CONTRIBUTION
H3: there will be a statistically significant difference between the use of an instant
messenger in comparison to a discussion forum regarding the times of
contribution.

24

�An observation on the introduction of mobile messenger apps for collaborative online tasks in
post-secondary education
Robert Schrenk

All produced posts were categorized according to the hour they were
written as (1) before 8 am, (2) between 8am and 4pm, and (3) after 4pm.
Figure 2 shows the allocation of messages over day times.

Figure 2: MediaType and times of contribution

An independent samples t-test was conducted to compare the times of
contribution for messages created using the messenger or the forum.
The t-test showed a significant difference in the times of contribution for the
forum (M = 2.52, SD = 0.56) and the messenger (M = 2.35, SD 0.56); t(346) = 2.79,
p = 0.006.
Table 4 T-test of MediaType on times of contribution
Levene's Test
for Equality of
Variances

Workshift

Equal
variances
assumed
Equal
variances not
assumed

t-test for Equality of Means t-test for Equality of Means

F

Sig.

t

df

Sig. (2tailed)

Mean
Difference

Std. Error
Difference

,829

,363

2,789

346

,006

,16865

,06048

2,789

316,897

,006

,16865

,06048

25

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

4. DISCUSSION AND CONCLUSIONS
The results of this study reveal that the use of an instant messenger on mobile
devices significantly reduces the length of written messages in comparison to
messages that are written on a computer. This may be misinterpreted as a
decreased quality of the learning outcomes. This is not necessarily true, if the
assignment is designed accordingly.
Therefore, it must be assured that either the length of contributions does
not predetermine the points awarded, or learners can compensate shorter
contributions with higher frequency and quantity. For the purpose of
collaborative assignments, this can even be advantageous as it raises the flow of
the communication in the learning process. Qamar, Riyadi and Wulandari (2019)
reported similar experience when they introduced the popular messenger
WhatsApp to a Blended Learning.
Learners who contribute in a discussion will think about the subject and
reflect on the outcomes more frequently. Consequently, it can be expected that
they identify themselves more with the outcome of the collaborative work and
are overall more actively concerned with the learning.
Furthermore, the combination of traditional digital communication
channels like forums and new channels like messengers allows to expand the
times of contributions of the learners. They stick to the learning on a more
frequent basis instead of providing punctual contributions. So, the learning
happens perpetually on a seamless basis. This means that learners can learn
whenever (Sinanović &amp; Bećirović, 2016) and wherever they want, also during
breaks or holes in their working schedule.
Interestingly the use of an instant messenger has another significant effect, that
was not analyzed by the initial hypotheses. The analysis focused on the
contributions that were required by the assignments. It was very salient that
many contributions did not get a grading. Most of these messages were intended
to support the social binding of the group.
An investigation into this showed that out of 200 forum posts, only 33
(16.5%) were not intended for grading, but out of 128 messenger posts these were
63 (42.6%). A chi-square test approved a significant association between the
MediaType and the purpose of grading, χ2 (1) = 28.93, p = 0.000 (0 cells have
expected count less than 5, minimum expected count is 40.83).
This proves, that the introduction of instant messengers in online learning
significantly supports the social cohesion of a learning group in comparison to
traditional forms of digital communication. Instant messengers can help to bring
close all collaborators of a group in a virtual team, so that collaborators assist
each other on a mutual basis. Berewot and Fibra (2020) found a similar impact on
students motivation in project learning.
Compared to the findings of Liebe, Glenk, Oehlmann and Meyerhoff
(2015, p. 24) and Feng et al. (2019) who suggest a negative impact of the use of
instant messengers on the grade point average, no such significant impact could
be confirmed in this study. Furthermore, research findings show that willingness

26

�An observation on the introduction of mobile messenger apps for collaborative online tasks in
post-secondary education
Robert Schrenk

to communicate (Rizvić &amp; Bećirović, 2017) and learning styles (Mašić, Polz &amp;
Bećirović, 2020) are significantly affected by GPA.
This makes the introduction of instant messengers to the learning very
attractive, although there must still be some awareness about possible negative
impacts, that were not discussed in this study (e.g. privacy), and there are certain
limitations to the tasks because of the form factor of the devices.

27

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

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                    <text>Journal of Education and Humanities
Volume 3 (1), pp. 3-17, Summer 2020
Original research paper
ISSN 2566-4638
© International Burch University

https://dx.doi.org/10.14706/JEH2020311

Relationship between thinking styles and
cognitive load: A contextual study of Arab
special learners
Mogbel Aid K Alenizi
Northern Border University
alenizimogbel@gmail.com

Abstract: The current study aims to assess the relationship between
thinking styles and cognitive load of regular students and of the
students with learning difficulties. It also evaluates to what extent
cognitive load is related with patterns of thinking according to
Harrison and Bramson’s theory. Random samples of 105 male and
female regular students’ along with 79 male female students with
learning disabilities were chosen for the study. An interview form
was used to identify the family situation of the samples and the Raven
matrix sequence test was used to determine the intelligence level of
those with learning difficulties. To diagnose the nature of samples’
learning difficulties, Michael Best’s scale was used and to measure
five thinking patterns (synthetic, ideal, pragmatic, analytical, and
realistic) researchers’ self designed tool was used. To measure
cognitive load, a scale prepared by ASRC was used. The results of
the study indicated that those with learning difficulties think random,
i.e. they do not use the five methods of thinking in an organized way
for their academic achievements and in problem solving which
burdens their cognitive faculty. As for regular students, their
thinking was organized, and they used the five methods of thinking
in a regular manner to enhance their academic achievement, which
eventually reduces their cognitive load.

Keywords: Cognitive load;
thinking patterns; Harrison
and Bramson theory; special
learners; learning disability

Article History

Submitted: 13 May 2020
Accepted: 18 June 2020

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

1. INTRODUCTION
It is important for students to acquire scientific knowledge and operations,
thinking skills and problem solving skills, but the common teaching practices in
the educational field pay more attention to memorization, but rarely pay
attention to the mental processes of the learners which eventually is reflected in
learners’ differential levels of educational achievement. Cognition helps us
understand human behavior through the mental processes; it is significant in
learning processes as well because knowledge acquisition goes through several
stages until it stabilizes in the mind (e.g. emotions, awareness, attention and
memory). Due to the limited capacity of the brain, the information stored
determines the nature of its processing. Every individual has his/her own
cognitive capacity to process a mental function, and any disturbance in such
processes cause cognitive load. The educators and teachers should not give
excess information as the increased load of information may hinder the learning
process of the ordinary students, and students with special needs in particular
(Zoghbi, 2012).
Al-Maati (2005) indicated that thinking is a refined cognitive process that
involves re-organization of the elements of a given situation in a noble way that
requires problem solving skill. In other words, it involves many other cognitive
processes such as attention, awareness, remembrance etc., and some cognitive
skills such as classification, conclusion, analysis, installation, comparison,
generalization and so on. There are a number of theoretical perceptions of
thinking styles that differ from one another in terms of individuals’ preference in
their thinking. One such model is the Paivio model (1971), which envisions the
existence of two types of preferences of individuals and their ways of thinking:
verbal thinking and conceptual thinking.
Harrison &amp; Bramson’s (1982) model proposes that the idea of thinking
styles are closely related to the study of educational psychology and cognitive
psychology, as the roots of research in the methods of thinking emerged in the
early seventies of the last century as naming of personal concepts, but the concept
of style is more related to personality (Harrison &amp; Bramson, 2008). For those with
learning difficulties, it is clear that they have difficulties in memorization,
understanding, attention and awareness. They mainly suffer a lack of
understanding and awareness, so those involved in developing curricula should
take into account learners’ low ability of retaining and understanding
information. Saudi Arabia is witnessing an alarming increase in the number of
cases with learning difficulties. As their percentage ranged from 5% to 10% of the
total population, the cognitive load of learners with learning difficulties needs to
be taken care of well, so that the decision-makers could take into account their
low abilities of memorization and understanding (Aburiah 2007). The presentday students need reduced load of knowledge/information during their learning
process in order to use their higher thinking skills which require a lot of
information and extensive mental processes for a successful learning (Mai, 2012)

4

�Relationship between thinking styles and cognitive load:
A contextual study of Arab special learners
Mogbel Aid K Alenizi

Statement of the problem
The cognitive load theory is related to facilitating the processing of
information in working memory with a lot of efforts (Sweller et al, 1998).
Memory, with its coding, storing, and retrieval of information, is the basis for
most of thinking and learning. Discrimination and recognition processes also
depend on memory, so that the individual can perform several mental processes
through the information stored in the memory (Abboud &amp; Jassem, 2011).
The cognitive load is concerned with the way in which knowledge
resources are used during the process of learning and problem solving (Shehab,
2011). Thus, thinking styles are influenced by the nature of the subject (the
internal cognitive load) or the way in which students demonstrate the required
information and activities (the external cognitive load) (Sweller, et al., 1998).
Therefore, educational materials should be designed to keep learners' cognitive
load at its lowest level during the learning process (Stachel, 2011). Each learner
has a preferred style of processing information, which is also known as learning
method. Therefore, the level of cognitive load during the learning process may be
affected by the learner's preferred learning method or his/her method of
processing the information presented to him. The cognitive load theory is based
on cognitive structure consisting of partially independent processing operations
for visual / spatial verbal and auditory information that interact with long-term
memory (Pass, et al., 2003). From the above it is clear that the excessive cognitive
load negatively affects the styles of thinking. The level of cognitive load can be
reduced by finding effective ways to present information to the learners.
Learning methods can explain the differences among learners and in terms of the
ways they process information. Given the paucity of studies in Arabic context,
the present study explores thinking styles in the light of Harrison and Bramson's
theory and its relationship to the cognitive load of ordinary students and those
with learning difficulties, by answering the following two questions:
Is there a relationship among the styles of thinking (synthetic, idealistic,
pragmatic, analytical and realistic)?
Is there any relationship between thinking style and cognitive load of the
learners?
Objectives of the study
The study has following objectives:
a. What are the patterns and levels of cognitive load between the students with
learning difficulties and regular students?
b. How Harrison and Bramson's theory accounts for this difference?
Theoretical Background
The cognitive load theory has recently become one of the crucial theories to
describe cognitive processes involved in learning using multimedia or internetbased learning (Brunken, et al, 2003, p. 53). Pass et al (2003, p.1) refers to cognitive
load theory as a framework for research on cognitive processes and educational
design. Allen (2011, p. 11) suggests that cognitive load theory assumes that an

5

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

individual allocate part of his mental processes in order to process or learn a
bundle of information. To perform a task, the amount of knowledge resources
needed requires processing of memory, which eventually loads the cognitive
efficiency (Huang et al, 2006, p. 141; Yao, 2006; Curie, 2008). The idea of cognitive
load theory is based on the premises that working memory has a very limited
capacity and learning process needs active working memory. If the working
memory capacity exceeds the maximum limit, then the learning becomes
ineffective. It assumes that long-term memory has unlimited capacity. Increased
levels of cognitive load may result from the content of educational materials,
problem solving skill in learning using traditional methods (Abu Riyash, 2007, p.
196). Therefore, there should be variation in the content to suit various learning
methods (Sweller, 2008).
Adnan Yousef Al-Atoum (2004) sees that each individual has his/her own
way of thinking, and the way of thinking measures individuals' linguistic and
cognitive preferences and their levels of flexibility in their work and in their
dealing with others; though there are different approaches to the understanding
of thinking style in terms of types and nature of the methods followed by
individuals in their thinking processes. For instance, the Paivio model (1971)
envisions two types of individuals' preferences; verbal reasoning and conceptual
way of thinking. Harrison and Bramson referred to the individual’s preferred
methods of dealing with different life situations, and these methods include the
scale of thinking as prepared by Harrison and Bramson (Magdy Abdel Karim
Habib 2008, p. 5-11). It includes the following methods: A. Synthetic thinking
means the individual’s ability to communicate new and original ideas is
completely different from what others do in synthesizing various ideas. In this
process, an individual looks for views that may provide better equipped
solutions, and link seemingly opposing views. It requires clarity and creativity.
B. Idealistic thinking is the individual's ability to form different points of view
towards goals and to pay attention to the needs of what is beneficial for him and
the society. It focuses on social values. C. Pragmatic thinking is the individual's
ability to verify what is right and wrong in terms of personal experience and
freedom to experiment and excel in finding new ways of doing things using the
available resources. D. Analytic thinking is the individual's ability to confront
problems carefully and in a systematic way, pay attention to detail and plan
carefully before making a decision, and collects as much information as possible
while not forming a holistic view (Anwar Omar Ibrahim, 2007, p. 18). E. Realistic
thinking includes reliance on observation and experimentation of the real life
things or events.
2. REVIEW OF RELATED LITERATURE
Cognitive Load:
Working memory (WM, hereafter) regulates the efficient use of cognitive
resources (Mayer &amp; Moreno, 2003), and there are other factors too such as

6

�Relationship between thinking styles and cognitive load:
A contextual study of Arab special learners
Mogbel Aid K Alenizi

individual traits and knowledge repository, as well as fresh information related
to a specific task (Wouters, Paas, &amp; van Merriënboer, 2009). Individuals with
greater WM capacity have more attentional capacity to devote to complex tasks;
thus, an individual with high WM may experience less cognitive load (i.e., find
the task less difficult) than an individual with low WM. The established
relationships between WM and performance on complex tasks (Geary, Frensch,
&amp; Wiley, 1993; Linderholm &amp; van den Broek, 2002; Schelble et al., 2012), and
between cognitive load and complex task performance (Beilock &amp; DeCaro, 2007;
Paas et al., 2003) support this idea. Thus, individuals with fewer attentional
resources (i.e., lower WM) are likely to perceive a complex task as requiring more
mental effort than those who possess more attentional resources. Given the
impacts of cognitive load and WM on complex tasks and the similarity of the
demands of creative thinking tasks to other complex tasks (Beaty &amp; Silvia, 2012;
Benedek et al., 2012; Benedek et al., 2014; Nusbaum &amp; Silvia, 2011; Lee &amp;
Therriault, 2013; Silvia, 2015), links among WM, cognitive load, and creative
thinking are likely.
Flad (2002) conducted a study aimed at identifying the effect of increasing
cognitive load in the standards of self-report and bilateral tasks of mental effort
in the problem solving process. The results of the study indicated that there was
a positive and statistically significant relationship between the cognitive load and
the difficulty of the task. Likewise, Farnsworth (2009) conducted a study aimed
at identifying differences in the Cognitive load as perceived by teachers in
training manual or electronic assistive technology to teach reading and writing
to the blind. The results of the study showed that there were no statistically
significant differences between the groups of technological devices in
quantitative measures of cognitive load or the efficiency of the Braille method in
learning to read and write. While the results of the interviews indicated that there
were qualitative differences in the required mental effort (cognitive load)
between the groups of technological devices.
Abdul Amir Aboud and Mahdi Jassem (2011) conducted a study aimed at
identifying the level of cognitive load among middle school students, and
identified the differences between males and females from arts and science
specializations. The results indicated a decrease in the level of cognitive load
among the sample members in general, but there were no statistically significant
differences in terms of gender and specializations. The results also indicated that
there were no statistically significant differences in the level of cognitive load in
terms of areas of study. Abu Joudeh (2004) aimed to know the effect of an
educational program based on the theory of cognitive load in developing critical
thinking skills. Statistical indication of the California test of critical thinking skills
as a whole and of each skill reflected the effectiveness of the educational learning
program based on cognitive load theory in developing critical thinking. AlShamsi and Hassan Study (2009) aimed at knowing the cognitive load of middle
school students in Baghdad, and concluded that there were statistically
significant differences in their possession of a low ability to high ability tasks.

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The study also concluded that there were no statistically significant differences
in terms of their gender and specializations.
Thinking Styles:
Fouqia Abdel-Fattah (2007) explored the relationship between thinking styles
and moral judgments, and revealed that there were differences between the
prevailing thinking methods among the academic staff, as per their styles and
specializations. The results indicated that there were statistically significant
differences between the averages of male and female. Ideal thinking style was in
favor of females, and analytical thinking style was relatively in favor of scientific
specializations. Al-Sukari and Abdul-Fattah (2006) studied emotional
intelligence and its relationship to thinking styles among a sample of university
students. The study revealed that there was statistically significant positive
relationship between emotional intelligence and ideal and analytical thinking
styles, but statistically significant negative relationship between Pragmatic
thinking styles. There was a statistically significant relationship with the rest of
the thinking styles. Zhang, Li-Fang (2001) showed the relationship between
thinking styles and personality patterns.
3. RESEARCH METHODOLOGY
The research sample included a group of regular students and students with
learning difficulties who were randomly selected from some primary schools in
the northern border region of Rafha, Saudi Arabia. A total of 105 regular students
included 60 males and 45 females. A total of 79 learners with learning difficulties
included 56 males and 23 females. The study was conducted in the second
semester of academic year 2019-2020. The method used in the current study was
descriptive in nature. Pearson correlation coefficient was used to measure
thinking styles and cognitive load of the students with learning difficulties. The
same was used for the regular students as well.
Hypotheses:
The hypotheses formulated are as follow:
H01 = There is no statistically significant correlation between the scale of thinking
styles and the measure of cognitive load among students with learning
difficulties.
H2 = There is a statistically significant correlation between the scale of thinking
styles and the measure of cognitive load among ordinary students.
Study tools:
Family Diagnostic Interview Form: The aim of the questionnaire was to
identify the economic, social and cultural levels due to the important role of these
levels in influencing research variables.

8

�Relationship between thinking styles and cognitive load:
A contextual study of Arab special learners
Mogbel Aid K Alenizi

Raven Colored Sequential Matrices (Takaneen, Emad Ahmad Hassan,
2014): Its goal was to measure intelligence, and it was largely free of cultural
influence. It mainly depended on the collective application. It could be applied
individually in certain circumstances. Successive matrices consisted of 36 items
distributed in three sections: (a), (a) b, and (b), and colored matrices were suitable
for ages from 5.6 to 10.5 years, and were suitable for those who had disabilities.
Colors were used as the background to the problems, to make the test more
interesting and clear.
Psychometric properties of the test:
Stability of the test: The coefficient of persistence in the study sample
ranged from male and female students to repeat the test after two weeks to the
stability factor of (0.85), and p-value at the level of (0.01).
Validity of the test: Formative validity was used, where the correlation
coefficient was estimated by months between the total grades (0.77) in the first
application of the test, while the correlation coefficient was (0.81) in the second
application.
A student’s behavior scale (Best and Sharif, 2007) was used to assess the
nature of learning difficulties of the samples. This scale is one of the survey tools
for the detection and initial recognition of learning difficulties through the
teacher’s assessment of the verbal and non-verbal behavioral features. Verbal
measure includes assimilation and language whereas non-verbal measures
include general knowledge, motor coordination, personal and social behavior.
This scale was valid for individual application in the age group of 5.5 - 14 years,
and it consisted of 24 questions sets distributed on two scales; 13 questions sets
for the verbal scale and 11 for the non-verbal measure. Under each paragraph
five graded questions (1, 2, 3, 4, 5………………) were given wherein each grade
represented the level of teacher’s assessment of the student's ability. The score
ranged from 24 to 120. The score was interpreted on the basis that each regular
student got a score of minimum 48 and students with learning difficulty got
lesser than that.
The psychometric properties of the scale
Honesty: Michael Best (1981) codified the scale to assess the significance
of honesty of the sample, whereby the validity of the scale for gender variable
was * 17.32 and the status of learner variable (normal students, and students with
learning difficulties) was 98. 28*. The confidence interval was found to be 0.38 –
2.25. To measure thinking styles within the framework of Harrison and
Bramson's theory, the researcher adopted the following five thinking styles:
synthetic, ideal, pragmatic, analytical, realistic. These five styles represented a
reference framework and thus the researcher validated that in that case the
content of the scale was able to achieve the set out goals. The researcher had the
following procedures in building the scale:

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Volume 3, Issue 1, Summer 2020

The content of the questions sets was well defined. The questions sets
were developed in the light of Harrison and Bramson's theory. The total number
of question sets (25) was divided into five dimensions; each dimension was
having five questions sets as distributed in table 1 below:
Table 1. Distribution of questions and questions sets thinking style-wise
Dimensions
Order of questions
No. of question sets
Realist

1-2-3-4-5

5

Synthesist
Pragmatist
Analyst

6-7-8-9-10
11-12-13-14-15
16-17-18-19-20

5
5
5

Idealist

21-22-23-24-25

5

Psychometric properties of the scale: To ensure statistical validity, it was applied
to a sample of 25 students, and the following equation was applied to the results.
(Z = 2) = Seronov - Colmogrov = to know the nature of the distribution of data
(normal or not).
The significance level of 0.01 meant that the distribution was not normal.
Since the distribution was not normal, laboratory tests were not applied to the
data, rather non-parametric tests were applied to data (Mann-Whitney's test for
calculating terminal honesty). The results are as shown in the following table 2:
Table 2. Results of psychometric properties of the scale test
Gr. N Total
Avg.
Z value
Sig.
St. sig.
score
score
level
Max 8
100
12.5
3.393
0.001
Sig.
Min 8
36
4.5

The table above shows that the value of the significance level is 0.001, which is
statistically significant, because it is less than 0.05. This indicates that there are
differences between the maximum and minimum. This means that the tool has
terminal honesty.
Internal consistency validity: To extract this type of validity, correlation
coefficients were found between the five styles and the results as shown in Table
3 below:
Table 3. Correlation coefficients between the five thinking styles
Correlation
Syn.
Ideal.
Prag.
Analy.
Real.
Factors
Synthesist
1
**-.202
*-0.10
**-0.347
**-0.297
Idealist
1
**-0.307
**-0.191
**-0.272
Pragmatist
1
**-0.272
**-0.161
Analyst
1
*-0.11

10

�Relationship between thinking styles and cognitive load:
A contextual study of Arab special learners
Mogbel Aid K Alenizi

Realist

1

It is clear from table 3 that there is a negative correlation with a function at the
level of 0.01, but it is very weak among the five thinking styles. The negative
correlation between one group (structural and pragmatic) and the other one
(analytical and realistic) is at the level of 0.05. It is indicated that negative
correlations are quite higher at the top level factors, but it decreases over the
downward factors. The results confirm the validity of the scale because the styles
are distinct and are independent of one another.
Stability of scale:
The stability was determined by the following two styles: Mid
fragmentation, Alpha-Cronbach equation
The value of each of them is as shown in the table 4 below:
Stability
type
NA

Table 4. Stability of scale test results
SpearmanSig.
AlphaSignificance
Brown
level
Cronbach
level
coefficient
0.78
0.001
0.73
0.003

It is clear from the table that the stability coefficients have relatively high values
that allow the tool to be applied safely, and with this form of honesty and
reliability the tool has become valid. The cognitive load scale as prepared by the
American Space Agency Research Center (ASARC), was further translated and
codified by Al-Banna (2008). The researcher assessed the cognitive load and its
relationship to the styles of thinking of ordinary students and of those with
learning difficulties, on the task load index of the National Aeronautics Space
Administration (NASA), which allows measuring the total workload by itself
during the completion of the task or immediately after it. It consists of six
dimensions; each of them constitutes a source of the total workload represented
in defined requirements such as physical requirements, time requirements,
performance, effort, and frustration. It also consists of a scale sheet assessing the
degree to which the scale dimensions contribute to the overall load. The scale
included a description of the five dimensions and instructing the student to place
a mark (x) on the intersection of eleven gradients with the horizontal line under
each question and make sure to place a mark (x) on one of the gradient lines and
not between the gradient marks. The total load is calculated by dividing the total
cognitive load of the six measures divided by 15 which is the number of possible
statistics between each pair of measures. The study found that there is a high
degree of honesty, as the correlation coefficient is 0.52 between the scale of
thinking styles and the cognitive load (Al-Banna, 2007). Al-Banna (2007) verified
the stability of the scale by the Alpha Cronbach method with a value of (0.77). It

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Volume 3, Issue 1, Summer 2020

is clear from the above that the scale enjoyed a good degree of honesty in many
studies and therefore it was used in the current study as well.
Research procedures:
The researcher followed the following steps in carrying out the research
as follows:
A questionnaire was applied to identify the economic and social status of the
sample so as to ensure that these conditions did not affect the study variables.
The scale of thinking styles and cognitive load was applied to 105 ordinary
students in some government primary schools in the northern border region of
Rafha, to determine the mental requirements of their preferred methods of
thinking.
The questionnaire of methods of thinking and the cognitive load was
applied to 79 students with learning difficulties from some government primary
schools in the northern border region in Rafha. The procedures for diagnosing
learning difficulties carried out in two stages: first, application of Raven's
successive matrix test to determine the level of intelligence of the sample, which
measures non-verbal intelligence, and was largely free from any cultural
influence, second, using the Michael Best scale to diagnose and identify people
with learning disabilities. The researcher used statistical methods to know the
effect of the five thinking methods (syntactic, idealistic, pragmatic, analytical and
realist) on the cognitive load of students with learning difficulties and of regular
students as well.
4. RESULTS &amp; DISCUSSION
The First hypothesis:
1. There is no statistically significant correlation between the scale of different
styles of thinking (synthesist, idealist, pragmatist, analyst, and realist) and cognitive
load among students with learning difficulties. Pearson correlation coefficient
was used to measure the relationship between thinking styles and cognitive load
of the students with learning difficulties. The results of the Pearson correlation
coefficient are given in table 5 below:
Table 5. Pearson correlation coefficient result of students with learning difficulties
Thinking
Total degree of cognitive
Styles
load
Synthesist
0.004
Idealist
0.005
Pragmatist
0.006
Analyst
0.003
Realist
0.008
) -(there is no correlation

12

Indication
*---*----*--------*
----*

�Relationship between thinking styles and cognitive load:
A contextual study of Arab special learners
Mogbel Aid K Alenizi

It is clear from table 5 that there is no correlation between the thinking styles and
the cognitive load of people with learning difficulties. This means that they have
random thinking, that is, they use the five thinking styles in a random,
disorganized manner, and this also indicates that the sample suffers from this
weakness due to, to the fact that students do not use sound mental awareness in
their academic achievement, which increases their cognitive load.
The second hypothesis:
There is a statistically significant correlation between thinking styles and
cognitive load among ordinary students. The results of the Pearson correlation
coefficient are given in table 6 below.
Table 6. Pearson correlation coefficient result of regular students
Thinking
Total degree of Cognitive load
methods
Synthesist
0.238
Idealist
0.235
Pragmatist
0.240
Analyst
0.236
Realist
0.237
(**)(t) is at 0.01

Indication
**
**
**
**
**

It is clear from table 6 that there is a correlation between thinking styles and
cognitive load of regular students. This strong relationship means that thinking
is organized for them, that is, they use the five methods of thinking in an
organized way. This indicates that the sample has the ability to use the five
thinking methods in their academic achievement and in solving their problems.
This may be due to the fact that students use mental perceptions in a proper way
in their academic achievement in their efforts to use their ability to organize the
curriculum content and reduce their cognitive load.
Psychologists and educational researchers believe that explicit
instructions are necessary for the learners to do the best what is expected of them
(Klahr &amp; Nigam, 2004; Mayer, 2004), and they have provided empirical support
to their claims. Research has clearly shown that for novices (almost all), explicit
instruction is more effective than partial guidance (Clark, Kirschner, &amp; Sweller,
2012). Zhang (2002) found that students with higher cognitive development level
tended to use a wide range of thinking styles than the students with lower
cognitive development. The results of the present study suggest similar patterns
wherein normal students follow a regular pattern in terms of thinking styles
during a cognitive function, whereas the students with learning disabilities
exhibit a random pattern. Thinking styles vary among the regular students
exhibit a particular style of thinking (study based on Sternberg’s theory of selfgovernment) under the dimensions of functions, forms, levels, scope and
learning (Thomas &amp; John, 2019). They observed differences in preferences of

13

�Journal of Education and Humanities
Volume 3, Issue 1, Summer 2020

thinking styles in terms of gender, but the present study exhibited contrary
results. Thomas and John’s (2019) study helped the learners’ self-efficiency to
gain a sense of self-efficiency, and also helped the teachers to better realize
students’ strengths and weaknesses to take necessary steps to compensate for
their limitations. Cheng (2019) also proposed similar results that qualitative
conception of learning was significantly related with a wide range of thinking
styles among the students with hearing impairments. Likewise, this present
study found a direct relation between thinking styles and learners’ cognitive
load. Overloaded working memory during various learning processes cause
learning impairments in normal cases as well (Kalyuga, 2015, 2016; Sweller,
2011). Therefore, it is imperative to note that the students with learning
difficulties do suffer cognitive burden in their learning processes if the content
and the teaching strategies are not considered well (Likourezos et al, 2019).
5. CONCLUSION &amp; RECOMMENDATIONS
In conclusion, the researcher presents a set of recommendations which is
expected to lead the development of educational work by reducing the cognitive
load by using thinking styles that encourage creativity. The recommendations
are:
1. Teachers should be encouraged to diversify their teaching methods to suit
learners’ thinking patterns.
2. Agencies and institutions concerned with students with learning difficulties
should provide them with educational programs appropriate for the learners,
such as the Learning Resource Room (LRC), because this would reduce the
severity of the difficulty of the student, and trained and qualified staff should
follow-up well to deal with the cases of learning difficulties.
3. Attention should be paid to students' preferred methods of thinking, especially
those with learning difficulties, and taking this into consideration while framing
educational curricula and designing educational activities that may stimulate
creativity and innovation.
4. Appropriate attention should be given to school activities that encourage
creativity, and improvise methods of thinking that encourage creativity.
5. Establishing educational programs and holding workshops and seminars
dealing with explaining the types of thinking and their roles in educational
process; these will eventually help in reducing the cognitive load of the students
with learning difficulties and of regular students as well.
6. Further studies should be carried out to assess the dominant thinking styles
among the special learners in the variety of learning tasks so that better
arrangement of subject content and their delivery can be sequenced well.

14

�Relationship between thinking styles and cognitive load:
A contextual study of Arab special learners
Mogbel Aid K Alenizi

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DOI number: 10.14706/JONSAE2020218

Information Systems Project Success Factors: Literature Review

Nermina Durmic
International Burch University, Sarajevo, Bosnia and Herzegovina
nermina.durmic@ibu.edu.ba
Abstract – The purpose of this paper is to identify and collect most commonly discussed project success
factors in the context of information systems (IS) projects. Through the process of review of 88 books,
relevant studies and scientific works 72 success factors were detected, with a total of 689 appearances,
which are then classified into six factor groups: Planning, Project team, Project management,
Development, Customer, Project facilitation. The paper reveals that factors that were recognized as the
most critical ones for the success of information systems projects by majority of authors belong first to
Planning, and then to Project team and Project management groups of factors. Findings in this paper
are expected to serve as a valuable theoretical basis for future empirical research of success and failure
of projects in modern information technologies (IT) organizations, and development of related IS project
success models.
Keywords – Project success, project success factors, information systems, literature review.

1. Introduction

Despite efforts IT organizations are making today to survive and take a lead in the high competitive market,
reports show that project success rates haven’t changed significantly over the past 15 years. Back in 2003, King
[1] reported that in one IT organization three out of ten projects fail on average. In the same year, Lewis [2]
reported that around 70% of all IS projects fail to fulfill the objectives set, where all failed and defectively
completed projects were included. According to Arcidiacono [3], International Data Corporation published in
2009 that 25% of observed projects failed completely, and 50% of projects required rework. Eight years later,
in 2017, PMI [4] performs a study observing “underperforming” organizations with less than 60% of project
completed successfully, meeting their fundamental goals and business purpose. It is reported that 24% of
projects in these organizations were completed within set timeframes, 25% within budget, 33% met original
goals/business intent, 68% experienced scope creep, 24% were a complete failure and 46% of the budget was
lost in case of project failures [4].

Considering the project definition adopted from Pinto and Slevin [5], explaining a project as an organization
of people committed to common goals, involving valuable, high risk tasks of different sizes that have to be
completed by previously set deadlines for a certain budget with high quality, and must have a very well defined
objectives and sufficient resources necessary for task execution undertakings, it becomes clear that project
success depends on many different factors. It’s very important to recognize and understand these factors
because they serve as a guidance for definition of project management processes [6]. While investigation of

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020218
project success factors has been a topic of interest for many researchers and authors, there is still a lack of
literature that summarizes findings in this context. This paper is intended to fill in this gap by collecting success
factors in a broad range of relevant material in order to determine which aspects of project development process
should be given the biggest attention to ensure the project success.

After this introduction, a short background of the topic is presented, followed by explanation of the literature
review methodology. Then, outcomes of the literature review process are presented in several segments, with
short conclusion that gives suggestions for future research directions.

2. Background

A.

IS projects

Most of the authors who contributed to the theory of project management by formulating a concrete definition
of a „project“ agree that the definition is always based around five aspects, regardless of the field the project
belongs to. Those are: people, project goals and requirements, project tasks, resources and various conditions.
More specifically, a „project“ is generally defined as a complex organizational system of coordinated activities
being performed in predefined order to achieve desired outcomes, in accordance with time and resource
constraints ([7], [8], [9], [10], [11]).

Information System (IS) projects on the other hand, which are objects of examination in this review, have more
concrete characteristics. IS projects can be described as IT projects designed to answer the information
processing needs of a certain organization. Attributes that make them different from any other non-IS project
are three-fold: (1) they depend heavily on human resources and significant capital that is usually a constraint;
(2) they are people oriented projects and their stakeholder teams are composed of three groups: development
team members, managers, end users; (3) they are conceptual, meaning that IS projects can often be subjects to
risks that come from stakeholder teams, their lack of knowledge or project type [12].

B.

Project success criteria

When it comes to defining the project success, the majority of researchers agree about the general success
criteria: a successful project is a project completed on time, within scope and budget constraints ([13], [14],
[15]). However, the application of this definition in real project environments is usually not that simple.

The empirical research, conducted by Hussein [16], reveals that inadequate definition of the project success
criteria is commonly a result of incomplete understanding of the project itself and setting unrealistic
expectations about the benefits provided by project outcomes. Better understanding of project stakeholders'
inputs, who have the impact on project context and who define the final outcome expectations, is recognized
as the right approach to solving this challenge [16].

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According to Frerer et al. [17] review of project success criteria literature, authors like Pinto and Slevin [18],
Freeman and Beale [19], Khosravi and Afshari [20], Bryde and Robinson [21] define even five to nine criteria
for measuring the project success. Collins and Baccarini [22] and Munns and Bjeirmi [7] find that there is a
direct effect of project success towards project management success. Baccarini [13] concludes that there is no
unique definition of project success that could be applied on any project, and that criteria specific for a given
project needs to be defined at its inception point to ensure that all team members and stakeholders work in the
same direction.

3. Methodology

In order to respond to the research goal, it was necessary to review larger amount of literature, thus semisystematic review approach was selected as the most suitable. It helps discover theoretical aspects and teams,
or common issues within a certain research discipline [23]. Books and journals suitable for review were
collected from journal databases and online libraries. To shorten the material collection process search
keywords like “information systems project success”, “project success factors”, “project success criteria” were
used. 88 books, scientific works and articles were collected. Materials with repeating content adopted from
previous literature were not taken in consideration.

The review process was executed through three steps: (1) in the first literature walkthrough list of unique
project success factors was created, 72 of them in total; (2) frequency of appearance of every factor was
registered; (3) factors were grouped into 6 groups for easier interpretation: Planning, Project team, Project
management, Development, Customer, Project facilitation.

4. Literature Review

A.

Project success seminal works

According to Pinto and Prescott [24] critical success factors represent factors that lead to significant
improvement of project implementation chances, if appropriately addressed. Therefore, many researchers have
tried to recognize critical success factors that can be significant for all IS project in general. Leidecker and
Bruno [25] explain these factors as variables or conditions that, if properly maintained, managed or sustained,
can have a crucial impact on the organization success or failure. Definition of critical success factors may also
depend on development of country, type of organization and business [26]. An overview of project success
factors that have been discussed by the authors in previous studies on this topic is presented in the next sections.

First studies in this field have started in early seventies, and in the next 20 years seven seminal works related
to this topic have been created, written by seven different groups of authors. All other works that followed have
considered these seven works as a starting point of their research. Seven seminal works and project success
factors they define as critical ones for project success are listed below:

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-

Sayles and Chandler [27]: Capability and knowledge of a project manager, continuing involvement in
execution of project activities, control subsystems, scheduling and time frames, monitoring activities and
feedback provision.

-

Martin [28]: Project and organizational philosophy, project planning, definition of project goals, control
and monitoring mechanisms, top management support, authority delegation and organization, project
team, resource allocation.

-

Cleland and King [29]: Project schedule, project scope, process of task execution, financial support,
logistic requirements, facility support, market intelligence (who is the client), executive development and
training, manpower and organization, acquisition, information and communication channels, project
review.

-

Baker et al. [30]: Project manager, skills and knowledge of the project team, team commitment, project
goals, project planning, budget and cost estimates, monitoring and control techniques, project inception
difficulties, inadequate hierarchy.

-

Lock [31]: Team commitment to project activities, top management support, communication procedures,
progress review meetings, control mechanisms, project manager

-

Morris and Hough [32]: Technical complexity, project goals, project scheduling, budgeting, legal issues,
implementation issues, project idea and innovation.

-

Pinto and Slevin [33]: Client involvement, human resources, monitoring and control, project team lead,
communication, issue handling, technical difficulties, urgency, project politics, environmental impact.

B.

Project success factors

In this section 72 project success factors collected through literature review process and their groupings are
presented. Graph on Figure 1 shows the comparison of number of different success factors contained in every
one of the six factor groups, while graph on Figure 2 shows the frequency of appearance of success factors in
each group in the reviewed literature.

Figure 1. Number of success factors in each group of factors

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020218

Figure 2. Frequency of appearance of success factors in literature

Charette [34] claims that IS projects almost never fail for only one or two reasons. According to him the reason
of projects failing is a combination of few factors from the following list: bad estimation of necessary resources,
poorly defined project requirements, unrealistic expectations and project goals, absence of communication
between customers, poor management of users and developers, inadequate technology, lack of a good reporting
of the project status, poor risk management, low quality of project management and development practices,
project complexity. Ewusi-Mensah [12] agrees with him, indicating that the cancelation of IS development
projects is usually caused by few combined factors, such as: project objectives, knowledge and skills of a
project team, monitoring and control, lack of involvement of the top management, project costs and deadlines.
Both authors consider definition of project goals and management as the most significant factors.

Moohebat et al. [26] did an investigation about the country difference impact on project success factors,
considering developed and developing countries. According to their research, the only project success factor,
which is of equal importance for both groups of countries, is the top management support.

Procaccino et al. [35] focus on the project success factors strictly from developers' point of view. They find
that successful project for a developer means a project that is managed the way that ensures that development
team has enough of necessary resources and the least possible amount of distractions when executing their
daily jobs. For them, involvement of the customer in the project execution who is available to give feedback
for the work done, and well defined project scope lead to successful project outcomes [35].

Egorova et al. [36] focus on stakeholders' point of view, dividing them into three groups: strategic-view
stakeholders, operational-view stakeholders and tactic stakeholders. In their work, Egorova et al. [36] state that
both operational and strategic stakeholders place „understanding the customer's problems“ to the first place.
Operational respondents give a special attention to good programming, and strategic respondents see „customer
involvement“ and „completed and accurate requirements“ as more important factors. Tactic stakeholders
choose „very good project management“ as the most important factor for the project success. For both
operational and tactic respondents, „team experience“ plays the essential role. Frese and Sauter [37] divided
reviewed projects into failed, challenged and successful projects groups, aiming to see if there are common
factors affecting project outcomes in all three groups. The conclusion they draw is that the quality of customer
involvement and requirements definition affect the project's final status in all three groups.

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Planning factors

In 95% of reviewed literature the Planning group of factors is discussed as the essential one for the project
success. Project planning, scheduling and control, project requirements and scope, project goal, mission and
vision are recognized as leading success factors in this group by majority of authors. All Planning success
factors are listed in Table 1.

Table 1. Planning group of project success factors
Planning success factors
Project planning, scheduling
and control

Requirement specification
and scope
Definition and understanding
of project goals, mission and
vision
Budgeting – cost estimates
Project/technical complexity
Process and working
procedures
Time estimations
Project organizational
philosophy/ organization
structure
Realistic expectations
Project itself/ project idea
Project strategic fit
Project size
Project pace
TOTAL (max = 88)

Source
[5], [18], [27], [28], [29], [30], [31], [32], [33], [35], [36],
[37], [38], [39], [40], [41], [42], [43], [44], [45], [46], [47],
[48], [49], [50], [51], [52], [53], [54], [55], [56], [57], [58],
[59], [60], [61], [62], [63], [64], [65], [66], [67], [68], [69],
[70], [71], [72], [73], [74]
[11], [12], [18], [20], [26], [34], [35], [36], [37], [38], [39],
[40], [43], [45], [47], [49], [50], [52], [53], [55], [56], [58],
[60], [62], [67], [68], [69], [70], [71], [74], [75], [76], [77],
[78], [79], [80], [81], [82], [83], [84]
[5], [11], [12], [18], [26], [28], [30], [32], [33], [34], [37],
[43], [45], [47], [48], [50], [52], [58], [60], [61], [63], [66],
[67], [68], [69], [72], [74], [75], [76], [77], [81], [83], [85],
[86], [87], [88], [89], [90], [91]
[12], [29], [30], [36], [39], [45], [50], [51], [53], [59], [60],
[62], [64], [67], [68], [69], [71], [73], [74], [78], [81], [89]
[12], [34], [47], [48], [63], [69], [70], [74], [78], [79], [81],
[82], [87], [90], [92]
[6], [34], [35], [49], [64], [66], [67], [68], [69], [70], [74],
[75], [81], [87], [93]
[12], [22], [35], [36], [50], [53], [71], [83], [94]
[6], [12], [28], [29], [38], [57], [59], [73], [95]

[36], [37], [58], [71], [75], [81], [96], [97]
[6], [29], [49], [70], [76], [95]
[6], [26], [38], [60], [75]
[78], [87]
[59], [92]

Freq.
49

%
56%

41

47%

39

44%

22

25%

15

17%

15

17%

10
9

11%
10%

8
6
5
2
1
84

9%
7%
6%
2%
1%
95%

Morisio et al. [45] write that definition of requirements before projects starts or, if not possible, their completion
in the initial phases is a factor of success, which supports the “Glass law” which says that insufficiently defined
requirements are the major reason for project failures. Zouaghi and Laghouag [11] find that clear definition of
needs through requirements is one of three factors that present a high risk for the final result of a project.
According to Kappelman et al. [52], not documenting the functional performance and reliability of
requirements and scope is an early warning sign of IS project failure, which shouldn't be ignored. Definition
of requirements is also stated by Frese and Sauter [37] as a common factor for successful, challenged and failed
projects. Nasir and Sahibuddin [74] rated the clear requirements and specifications factors as the most
important ones among all project success factors.

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Reel [75] sees project complexity as the basic problem of computing in the context of project development.
Handerson [78] agrees with him, saying that complexity, together with the project size, is the main reason why
large IT projects fail. On the other hand, Nguyen [87] does agree that complexity, from technical perspective,
makes a strong negative effect on project success, but unlike Handerson [78], he rates project size as a factor
that almost doesn't affect the project success. Ogden [76] finds that the project idea is a success factor, but not
a very important one for the project success.

Hirshfield and Lee [96] say that successful projects are ones with realistic expectations and timeframes, and
suggests „planning in advance“ as an activity that should ensure meeting schedule related conditions [96].

Project team factors

As presented in Table 2, 89% of reviewed literature detected Project Team related factors as the most common
success factors in an IS project creation. Role of a project manager, team commitment and communication are
recognized as leading success factors in this group.

Morisio et al. [45] asserts that human factors play a key role in software development. Zouaghi and Laghouag
[11] and Ogden [76] also put the accent on productivity and motivation of the project team and their crossfunctionality.

According to the research study of Wong et al. [54], poor project manager's effectiveness serves as a critical
project failure factor. Manager's capability and skills are recognized by Nguyen [87] and Nasir and Sahibuddin
[74] as a strong positive effect on a project's success. Perkins [98] states that the major cause of project failure
is project manager not having the required knowledge, or not being able to apply it appropriately. While many
researchers share opinion that project manager's field experience is also very important, Kaya et al. [70]
disagree with that. Surprisingly, researchers in only 2% of reviewed literature found that working environment
is a factor that affects the success of an IS project. Unlike Nguyen [87] and Pinto and Slevin [33], Nasir and
Sabihuddin [74] even find environmental influences as completely unsubstantial factor.

Hong et al. [73] suggest that it's important to have a good communication among all related parties including
planners, consumers and developers for establishment of a good project model.

Table 2. Project team group of project success factors
Project team success factors
Project manager

Team commitment

Source
[12], [26], [29], [30], [31], [35], [36], [37], [38], [39],
[42], [43], [47], [49], [50], [52], [54], [55], [57], [70],
[71], [74], [76], [77], [78], [80], [83], [85], [87], [88],
[90], [91], [92], [94], [98], [99]
[6], [11], [26], [27], [28], [30], [32], [31], [33], [35], [37],
[38], [39], [40], [41], [44], [48], [52], [55], [58], [59],
[61], [66], [70], [71], [72], [74], [75], [76], [93], [100]

Freq.
36

%
41%

31

35%

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Communication

Knowledge and skills of
development team
Capability, skills and
experience of a project
manager
Team composition and
assembly
Personal Recruitment/
Ambition
Education and training
availability
Team motivation and
productivity
Losing skilled team
members
Experience of development
team
External consultant
Knowledge sharing
Teamwork and collaboration
Team building
Personal interests
Knowledge application
Working environment
Adding new team members
Access to talented people
Best practices and lessons
learned
TOTAL (max = 88)

31

35%

21

24%

21

24%

11

13%

5

6%

5

6%

4

5%

[45], [52], [54], [75]

4

5%

[12], [36], [47]

3

3%

[49], [69], [76]
[38], [54], [101]
[41], [78]
[12], [47]
[44], [98]
[98], [56]
[33], [87]
[45]
[47]
[75]

3
3
2
2
2
2
2
1
1
1

3%
3%
2%
2%
2%
2%
2%
1%
1%
1%

78

89%

[5], [12], [26], [29], [31], [33], [34], [36], [37], [38], [39],
[43], [47], [48], [52], [53], [56], [60], [61], [63], [66],
[67], [69], [70], [72], [73], [74], [76], [79], [90], [93]
[12], [30], [37], [41], [42], [49], [52], [53], [62], [66],
[67], [68], [69], [70], [72], [74], [78], [81], [82], [87],
[98]
[27], [33], [36], [37], [45], [49], [50], [55], [61], [63],
[66], [67], [68], [69], [70], [72], [74], [81], [82], [95],
[98]
[5], [12], [36], [38], [66], [69], [74], [82], [86], [90], [91]
[12], [30], [41], [60], [77]
[29], [47], [70], [88], [98]
[11], [59], [74], [81]

Project management factors

Project management activities are defined as success factors in 85% of the reviewed literature (Table 3). In this
group, top management support and effective monitoring and reporting are recognized as leading success
factors.

Whittaker [50] avers that inadequate risk management is among biggest IS project failure reasons. As the
organization gets bigger, risk management becomes more significant factor of success. Taylor [51] states that
inability to manage the risk and project related uncertainties has been frequently recognized as a critical
segment of IS project management. Kappelman et al. [52] find the lack of support of top managers as an
extremely important early warning sign of IS project failure, even the most important among other factors.
Nguyen [87] emphasizes that good management in general is essential for a project to succeed, especially
human resources management, quality management and time management.

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Table 3. Project management group of project success factors
Project management
success factors
Top management support

Monitoring and reporting
Change management
Project risk management
Effective leadership
Executive management
support
Quality management
Time pressure
Measurement systems
Authority delegation
Time management
Late failure warning signals
Success criteria Definition
Overtime handling
TOTAL (max = 88)

Source

Freq.

%

[5], [11], [12], [26], [28], [33], [34], [35], [36], [47],
[48], [50], [52], [54], [55], [57], [60], [61], [66], [67],
[68], [69], [70], [72], [73], [74], [78], [81], [91], [92],
[94]
[12], [26], [27], [28], [29], [33], [34], [47], [48], [50],
[55], [56], [59], [60], [63], [64], [65], [67], [68], [69],
[70], [71], [72], [74], [79], [81], [93], [98]
[26], [37], [41], [42], [44], [46], [47], [50], [52], [55],
[56], [61], [64], [67], [69], [71], [74], [75], [79], [89],
[90], [91]
[6], [11], [14], [34], [38], [41], [45], [47], [50], [51],
[55], [59], [67], [74], [78], [80], [92], [101], [102]
[12], [38], [41], [47], [63], [67], [69], [71], [74], [90],
[99], [100], [103]
[12], [37], [44], [58], [71], [83], [97], [100]

31

35%

28

32%

[41], [62], [64], [65], [70], [74]
[33], [34], [75], [76]
[12], [31], [76]
[28], [31]
[39], [78]
[53]
[52]
[45]

22
19

21%

13

15%

8

9%

6
4
3
2
2
1
1
1
75

7%
5%
3%
2%
2%
1%
1%
1%
85%

Development factors

Development related factors are recognized as ones critical for project success in 46% of the reviewed
literature. Technology and tools, together with the availability of adequate resources are recognized as leading
success factors in this group. Yet, many authors agree that success of technical development depends on the
proper project planning phase.

May [53] concludes that projects with inflexible technical architecture and undefined guidelines for managing
the project technical requirements have high risk of failures. According to him the key of success lays in correct
handling of technical aspects of the project. White and Fortune [47] underline that quality of planning must be
taken into account peculiarly to have a successful development phase, and that it's extremely important that
schedule of development activities is realistic.

All detected Development group success factors are listed in Table 4.
Table 4. Development group of project success factors
Development success factors

Source

Technology, tools

[12], [32], [34], [49], [50], [57], [59], [61], [67], [68],
[69], [71], [74], [75], [81], [82], [88], [91], [92]
[28], [34], [37], [47], [49], [53], [65], [66], [67], [71],
[72], [74], [76], [81], [82], [94]

Adequate resources
availability

Freq.

%

19

22%

16

18%

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Development approach
IT infrastructure
Testing, verification and
validation
Programming
Data quality and integrity
Architecture and design
Technical tasks
Interface with other projects
Facility support
TOTAL (max = 88)

[18], [74], [83], [91]
[54], [64], [74], [83]
[26], [54], [79], [80]

4
4
4

5%
5%
5%

[26], [36], [80]
[26], [91]
[53], [80]
[30], [33], [60]
[57]
[29]

3
2
2
2
1
1
40

3%
2%
2%
2%
1%
1%
46%

Customer factors

Customer related group of factors is recognized as an important one for IS project success in 42% of reviewed
literature, having the overall customer involvement as the most critical factor.

Frese and Sauter [37] find that certain level of user involvement is a prevalent factor of project success and
failure. According to Hirshfield and Lee [96] project team with their project manager can be sure their project
meets its goals only if end users are involved in the process. On the contrary, Nasir and Sahibuddin [74] claim
that project champion is not important in project development process at all.
All detected success factors in the Customer group are presented in Table 5.

Table 5. Customer group of project success factors
Customer success factors
Customer involvement
Customer approval
Involvement of project
champion
Inflexible customer
TOTAL (max = 88)

Source
[5], [11], [33], [35], [36], [37], [42], [45], [47], [48], [49],
[52], [54], [59], [60], [61], [66], [67], [68], [69], [71], [72],
[73], [74], [82], [83], [84], [85], [88], [94], [96], [97], [100]
[5], [33], [36], [72]
[26], [49], [58]
[54]

Freq.
33

%
38%

4
3

4%
3%

1
37

1%
42%

Project facilitation factors

Project facilitation factors are recognized as project success factors in 17% of reviewed literature. Although
the most significant literature about project management and project success doesn’t write about
troubleshooting, conflict handling or external influences as project success factors a lot, the 10-factor model of
the project development process defined by Pinto and Slevin [33] lists troubleshooting as its tenth component.
Human error factor is recognized as the success factor by White and Fortune [47] and Levenson [79], but
Attarzadeh and Ow [13] who also discuss human error factors as significant ones for the project success, claim
that the reason for the human error is the cause of bad project management and inability of responsible roles to
convert the theory of project management into practice.

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All detected success factors in the Project facilitation group are listed in Table 6.

Table 6. Project facilitation group of projects success factors
Project facilitation success
factors
Troubleshooting
Conflict handling
External influences
Human error factor
Tolerance of bad news
Technical difficulties
Start-up difficulties
TOTAL (max = 88)

Source
[5], [26], [33], [48], [70], [72]
[39], [47], [53]
[47], [95], [98]
[47], [79]
[90]
[89]
[30]

Freq.

%

6
3
3
2
1
1
1
15

7%
3%
3%
2%
1%
1%
1%
17%

5. Conclusion

The paper summarizes findings of the review of 88 works that discuss factors that affect the success of IS
projects. While each of 72 detected success factors can play a major role for the outcome of an IS project, the
majority of authors agree that project planning, scheduling and control; requirements and defined project scope;
definition and understanding of project goals, mission and vision; role of a project manager; team commitment;
communication and involvement of customers belong to the most significant ones. On the other hand, technical
difficulties; overtime work; project size and strategy; development team dynamics; overtime handling; project
architecture and design are the least frequent success factors in reviewed literature. Detected factors are
classified into 6 groups, according to the segment of IS project development process these factors may have an
impact on. The outcome shows that Project team group of factors is found to be the most diverse and highly
significant, while Planning group of factors is recognized to be the most significant one for the IS project
success.

During the review process, it is noticed that not a lot of empirical research was conducted on this topic in the
last 10 years, which results in the lack of literature with fresh findings and conclusions published in this period.
This paper provides a foundation for conducting such empirical research as a future research direction, with
two-fold goal: (1) to discover if recent trends in the process of IS project development – like Agile
methodologies, and unpredictable dynamic of software market today, resulted in significant changes in the list
of key project success factors and definition of “project success” overall; (2) to establish a project success
model that can be used as a guidance in the process of IS project development.

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                    <text>Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217

Analysis of Transient and Voltage Stability of an 11-Busbar Testing System

Alma Halilović1, Mirza Šarić1
1

International Burch University, Sarajevo, Bosnia and Herzegovina
alma.halilovic@stu.ibu.edu.ba
mirza.saric@ibu.edu.ba

Abstract – A comprehensive treatment from the physical and mathematical perspective supply
modelling, analysis, control and covers a range of topics including modelling, computation of load flow
in the transmission grid, stability analysis of the transient state. It is widely accepted that transient
stability is an important aspect in designing and upgrading electric power system. In utility planning,
transient stability is studied by numerical simulation. It involves the study of the power system
following a major disturbance. In order to study Electric Power System transient stability, the models
to describe their components should be defined. The components are defined using the classical model,
which is valid to time periods up to 2 seconds. This project contains 11 busbars, 1 synchronous
generator, 3 loads and 8 transformers. This research is done in DIgSILENT PowerFactory software
for network modeling and simulation by using Stability Analysis Functions (RMS) advanced feature.
In this paper we are analyses the maximum rated power of distributed generation (DG) considering
only the terms of voltage limit constraints, the N-1 operational criterion analysis and three-phase
symmetrical fault analysis for N-1 criterion is examined.
Keywords - high load, n-1 criterion, synchronous generator, transient stability analysis

1.

Introduction

Stability in Power Systems is one of the importances of a system that had increased. It is the most widely
used from power blackouts. Today, usage of power systems interconnection had increased using of new
technologies and controls, and the increased its usage in highly demanding situations. In order to maximize
the system stability research on power system stability should be carried out. In order to design the perfect
system to solve this problem a detailed study of the design should be performed. In the last years [1], due to
the spread of electric generation facilities and economic factors, Electric Power Systems operate more closely
to their limits. Thus, more than before, it is of crucial importance the existence of methods to assess the
system stability. In [2] there are two kinds of stability problems: voltage stability and transient stability. This
paper addresses the transient stability.
Transient stability analysis of a power system is concerned with the system’s ability to remain in
synchronism following a disturbance. Following a large disturbance, the synchronous alternator the machine
power (load) angle changes due to sudden acceleration of the rotor shaft. The objective of the transient
stability study is to ascertain whether the load angle returns to a steady value following the clearance of the

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
disturbance. The loss of synchronism develops in a very few seconds after the disturbance inception, among
the phenomena transient stability is the fastest to develop. These challenging aspects motivate our choice to
mainly concentrate on transient stability. The conventional transient stability measure of the system
robustness to withstand a large disturbance is its corresponding critical clearing time (CCT). This is the
maximum time duration that the disturbance may act without the system losing its capability to recover a
steady-state operation. Another transient stability measure of great practical importance is the power
(generation or transfer) limit. It is defined as the largest power sustainable without loss of synchronism, given
the occurrence of a large disturbance and it’s clearing scenario. In [4], note that the measures imply
consideration of three distinct phases: the pre-fault, the during-fault, and the post-fault one. In [5] faults need
to be cleared within critical clearing time and after that system need to be able to regain stability. Some of the
most important parameters influencing stability are fault clearance time, fault location, and type of the fault.

2.

Literature Review

Mania Pavella [3] identified three classes of approaches – Decision Tree, KNN and neural network - to
transient stability and analyzed which can meet most stringent requirements of transient stability. It is found
that stability could be achieved with the appropriate combinations of numerical, direct, and automatic
learning techniques.

Mirza Saric and Irfan Penava [5] in their research discussed theoretical background of induction generator, its
simulation model, as well as dynamic response analysis procedure for a wind farm connected to real network.
Thought their research they showed the importance of transient stability in case of integration of large
renewable sources to the network. In terms of rotor angle, frequency and voltage stability issues the observed
case of wind farm integration was not appropriate to connect to the network with induction generator as the
rotor speed was too large, with sharp reduction of reactive power as voltage and active power equal to zero
for period that are too long for system to operate in stable state.

Innocent Davidson and Immanuel Mbangula [6] examined and analyzed the fault that appeared on the 330kV
transmission line between Omburu sub-station and Ruacana power station where the blackout happened for 6
hours. The goal of this research was to investigate what fault occurred, what is the cause and solutions to
prevent such fault occur again. The results from DIgSILENT PowerFactory are compared with data obtained
from NamPower records and it is found that it was the single phase to ground fault.

Ioanna Xyngi, Anton Ishchenko, Marjan Popov, and Lou van der Sluis [7] in their research described the
transient stability analysis of a 10-kV distribution network with wind generators, microturbines, and CHP
plants modeled in Matlab/Simulink and investigated faults that are simulated on various locations. They
showed that in the network with distributed generators (DGs) the protection settings must be adjusted
accordingly in order to have stable system as the undervoltage protection should be different for different
DGs.

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
Diaz-Alzate, Candelo-Becerra and Villa Sierra [8] investigated and found a new way of managing and
controlling transient stability based on relative angles. They showed how predefined thresholds of relative
angles which they attained by offline simulations and the relative angles attained during the online operation
with PMUs are useful in the process of monitoring as well as predicting transient stability under real-time
operation. They performed analysis on New England with 39 busbars and IEEE with 118 busbars networks
with different contingencies and control actions that are applied at predicted time. The relative angle and the
predefined thresholds of the relative angle helped in monitoring and predicting of the systems instability with
enough time to respond to oscillations that appeared in the system.

3.

Methodology

In this part we will show 3 different steps of methodology. In first step we will search and show what is the
maximum power that satisfies standards of synchronous generator while checking the voltage profile. In the
second step we will do N-1 operational criterion analysis for 6 different cases in this grid and found the new
maximum power that satisfies the network. In the last step we will do three phase symmetrical fault analysis
for N-1 criterion, with 4 different cases in it.

(a) In the first part of the project the maximum rated power of a generator at BB13 (DG), considering only
the voltage limit constraints is found, and then the three-phase symmetrical fault analysis is performed for the
value of maximum power. We investigate fault duration period of 0.02 seconds. After the RMS simulation is
done, voltage development, rotor angle, active and reactive powers are plotted for the further analysis.

b) In the second step the n-1 criterion in terms of voltage profile development, as well as line and transformer
loading, for 6 different cases for high load scenario, with maximum DG power was investigated. An
operational criterion N-1 can be applied to the existing network, if there may be planned or unplanned
congestion that may exist at a certain moment. If the criterion is satisfied, that means the system will be able
to support a predefined contingency, operating after that, with a minimum performance. The N-1 criterion
requires that the system can be able to tolerate the outage of any one component without disruption and does
not concern itself with the probability of an outage. If an outage is highly unlikely, the criterion is still
generally applied because system failure due to a lost component is unacceptable. The criterion is generally
considered as the need to balance generation and load. For modeling network for 6 different scenarios, 6 lines
from which the network is consisted are modeled with the following event that placed lines one by one out of
service. The voltage on the critical busbar – point of coupling - was monitored along the way, as well as the
voltage in the entire system, with the line and transformer loading, making sure that the voltage or line and
transformer loading does not exceed the permitted limit specified by the standard EN 50160 for delivered
power quality. Minimum upper limit for the voltage, as denoted in the EN 50160 standard, is 0.9 p.u., while
maximum upper limit for the voltage is 1.1 p.u. Regarding the line and transformer loading the constraint
limits determined by the standard EN 50160 is that it does not exceeds loading of 100 %. In such way the n-1
criterion is investigated and the maximum power for which the system is in the stable mode operation is
found for each of the different scenarios when one by one line were out of service. For different events that

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
placed different line out of service, the system will be stable for different maximum power produced from
generator.

c) In the next part of the research the three-phase symmetrical fault is simulated and the rotor angle, active
power, reactive power and voltage development for the following cases, for high load conditions and
maximum DG power is to be reported in the results and discussion part of this research project. Three-phase
symmetrical fault is simulated in the DIgSILENT PowerFactory software for network modeling and
simulation, one second before, during and 5 seconds following the fault on 6 different lines for each of the
case scenario. This research is done in DIgSILENT PowerFactory software for network modeling and
simulation by using Stability Analysis Functions (RMS) advanced feature. First, the maximum power
generation from synchronous generator is found by using the power flow option in the program where all
voltage on all busbars, as well as line and transformer loading in the network, is checked so to satisfy EN
50160 standard limits. Next, in order to satisfy limits, set by EN 50160 standards in terms of voltage profile,
line and transformer loading when 6 lines of which the system is consisted are modeled with an event that
placed line one by one out of service. In such way, by using the power flow analysis function when lines are
out of service the n-1 criterion is investigated. For the third part of the research, where three-phase
symmetrical faults are simulated on each of the 6 lines that were investigated. The duration of the fault is for
the analysis of the 4 case scenarios set on lines to be 0.02, 0.05, 0.5 and 5 seconds and then rotor angle, active
power, reactive power and voltage development for the following cases, for high load conditions and
maximum DG power are plotted in the graphs, and in such way the behavior of the system could be tracked.

d) In the last part of this project the power factor is changed when line 2 is followed with an event that placed
it out of service, thus when investigating the N-1 criterion. Values of power factor that are taken into
consideration are 0.8, 0.9 and 1, both capacitive and inductive while the voltage development is analyzed and
new maximum power of generator is determined in order to satisfy EN 50160 standard for voltage variation
in the network for new values of power factor.

4.

Results and Discussion

A. Maximum Power from Generator in Terms of Voltage Profile

In the first part the maximum voltage in the network is found by changing the power generated by the
synchronous generator while checking the voltage profile of the network in order that voltage does not
increase beyond allowed limits. In the Table III. main results of power flow in terms of voltage magnitude
and angle at the busbar BB11 which is the point of coupling, are shown when network operates with no any
faults occurring in the system. Maximum power generated from synchronous generator that satisfy the
voltage limits set by EN 50160 standard is found to be 286 MW, while the maximum power that satisfy all
criterions from the standard – voltage, line and transformer loading – is found to be 104 MW.

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217

Fig. 1. Network Model from DIgSILENT PowerFactory software

The power stability analysis of the given network is done in terms of three-phase symmetrical fault analysis
for the maximum power which satisfies the allowed voltage limits and equals to 286 MW. The three cases
are investigated where the duration of the fault is set to be 0.02 seconds in fist case, 0.05 seconds in second
case and 0.2 seconds in third case. The results obtained when duration of fault is taken to be 0.02, which is
expected to show the best results due to lowest fault duration, are shown in Fig.1. In the Fig 1. where the
graphs of voltage of the busbar which is the point of coupling, angle of rotor of the synchronous generator, as
well as active and reactive power of the synchronous generator are plotted. It can be seen from the graphs
that for the maximum power that satisfy the EN 50160 standard only in terms of voltage profile, the system is
unstable even for the very small periods of fault duration and it shows that for this high power of generator
the network quite inadequate to operate.

B. N-1 Operational Criterion Analysis

Summary of results obtained when different lines in the network placed out of service are presented in the
Table I. and dynamic response of voltage profile in Fig.2., as well as rotor angle in Fig.3. It can be observed
which line is the most critical and which is maximum power for such line. The maximum power that satisfies
the n-1 criterion for the entire network is found to be 93 MW, since it satisfys the n-1 criterion for the most
critical line, which is little bit lower than the maximum power that satisfys the EN 50160 standard for
delivered power quality when all lines are in service that is found to be 104 MW. The maximum power for
line 1 and line 2 is 93 MW, thus, this value of generated power is compared with maximum power of all
other lines in the system, while the voltage magnitude, as well as angle, does not change significantly. In the
Table II. the line and transformer loading is compared for same lines for their maximum power and value of
93 MW, and as it can be seen, there is approximately more that 10% of difference in line loading and around
4% in transformer loading. From the results obtained it can be concluded that the most realiable solution is to
consider value 93 MW as maximum power that satisfy N-1 criterion for entire network.

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
Table 1. Voltage developments for maximum power for each line in the network determined by N-1 criterion
Out of service
(BB11)
Line 1 93 MW
Line 2 93 MW
Line 3 93 MW
Line 3 105 MW
Line 4 93 MW
Line 4 105 MW
Line 5 93 MW
Line 5 100 MW
Line 6 93 MW
Line 6 105 MW

UI, Magnitude
MV
67,81801
67,1283
67,4659
68,03866
67,39707
67,94841
65,03935
65,13477
67,48871
68,16291

u, Magnitude
p.u.
1,027546
1,017095
1,022211
1,030889
1,021168
1,029521
0,985445
0,98689
1,022556
1,032771

U, Angle deg
6,905885
6,473696
6,748108
8,197442
6,682203
8,111645
8,237019
9,947232
5,909104
7,01058

Table 2. Line and transformer loading for N-1 criterion in %
N-1 criteria
(BB11)
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6

Power

Loading [%]
line 2/1

93 MW
93 MW
93 MW
105 MW
93 MW
105 MW
93 MW
100 MW
93 MW
105 MW

97,9854
99,39992
87,84784
99,58101
87,93902
99,71524
91,17996
98,65325
87,81764
99,39667

Loading [%]
Two-winding
transformer (5)
93,85382
96,90187
81,66314
84,96854
81,74933
85,08491
84,81535
87,13317
81,63461
84,80878

Fig. 2. Dynamic response for 0.02 s fault duration on lines – Voltage

Fig. 3. Dynamic response for 0.02 s fault duration on lines – Rotor Angle

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DOI number: 10.14706/JONSAE2020217
C. Three Phase Symmetrical Fault Analysis for N-1 Criterion

Since it has been shown that the system is unstable for the maximum power that satisfy EN 50160 standard in
term of voltage variation, the three-phase symmetrical fault analysis is done after the N-1 criterion is satisfied
for the observed network. The maximum power on the most critical line is previously found to be 93 MW by
using the N-1 criterion, and in this part, this is the power for which the system is analyzed. The four cases are
examined where the duration of the fault is set to be 0.02 seconds in the first, 0.05 seconds in the second, 0.5
seconds in the third and 5 seconds in the fourth case. Since the line 2 is shown to be most critical in the
network after the N-1 criterion analysis done for this case, the result for this line are shown in the graph
plotted after the RMS simulation done. In the Fig. 4. the dynamic response for 0.02 seconds fault duration on
line 2 in terms of voltage profile is shown. As it can be seen from the graph, when the fault occurs in the
system on the line 2, there is voltage drop at the time of fault occurrence and as the duration of the fault is
0.02 seconds, the system returns to be in the balance eventually. In the Fig. 5. there is rotor angle of
synchronous generator, active and reactive power presented. As it can be observed from the figures, the
system is for the 0.02 seconds fault duration stable and the network for power of 93 MW generated from
synchronous generator is adequate and secure for operation as the system after some period reaches
equilibrium state.

The dynamic response in terms of voltage profile is same as for 0.02 s which is shown is Fig.3., while in Fig.
6. dynamic response of rotor angle of synchronous generator, active as well as reactive power is shown when
duration of fault is taken to be 0.05 s for the three-phase symmetrical fault simulation. As it can be seen from
Fig. 5. when the fault occurs in the system on the any line, there is voltage drop as the fault occurs on the
line, after which, for all lines except line 1, system is stable and able to reach new equilibrium. Voltage
dynamic response is same as in Fig.3 when the fault occurs in the system on line 1. There is the voltage drop
where voltage drops to approximately zero for longer period than it was case on all other lines, and it will
oscillate in the range from value slightly higher than 0 p.u. to approximately 0.35 p.u., with no signs that it
will eventually come to the state of balance. However, observing the dynamic response of rotor angle, active
and reactive power for the line 1 from Fig.7. for 0.05 s fault duration, the system is unstable to adequately
operate since it is unable to attain equilibrium state again.

In the Fig. 8. and Fig. 9. after the RMS simulation is done, the results obtained show that in terms of voltage
development seen from the Fig. 8., at the time of fault occurrence there appears the voltage drop where the
system goes back to the balanced state eventually. In the Fig. 9. the system response of rotor angle of
synchronous generator, active and reactive power show that the system for the 0.5 seconds fault duration is
stable and the network for power of 93 MW generated from synchronous generator is adequate and secure for
operation in case for all analyzed lines except for line 2. Considering case when fault simulated on line 2 for
0.5 s, the dynamic response of voltage development, rotor angle, active and reactive power is similar as
response in Fig. 8. while voltage dynamic response is shown in Fig. 10. There is a major voltage drop in the
system which is the consequence of the fault that occurred on the line 2. The voltage, after it drops to value
slightly higher than zero, is oscillating from that value to approximately 0.35 p.u. Since, also, all other

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
parameters continued to oscillate equally for all 10 seconds and t will not came back to the balanced state,
thus, the system is denoted as unstable in terms of all parameters examined.

Fig. 4. Dynamic response for 0.02 s fault duration on line 2 – Voltage

Fig. 5. Dynamic response for 0.02 s fault duration on line 2 – Rotor Angle (blue), Active (purple) and
Reactive Power (green)

Fig. 6. Dynamic response for 0.05 s fault duration on lines – Rotor Angle (blue), Active (purple) and Reactive

Power (green)
In the Fig. 11. the results obtained from the three-phase symmetrical fault analysis when duration of fault is
taken to be 5 seconds occurring on the line 2 is shown in terms of voltage profile and in Fig. 12. rotor angle
response is shown. Since the duration of the fault on lines is taken to be 5 seconds, which represents too long
period for a fault, it can be observed that there is the breakdown of the system in terms of rotor angle where
the dynamic response is infinitely oscillating where the speed of the rotation is increasing causing system to

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
be out of balance. There is with the voltage drop at the time the fault occurs there is rise in the angle of rotor
which starts to excessively rotate, and drop in active power to the respect of reactive power rise. At the time
there is fault on the line 2 it can be observed that all analyzed parameters are oscillating in the smaller range,
while at approximately 6th second, when the duration of the fault is over, there are greater oscillations where
the system is unable to reach the equilibrium state and, instead, and reaches the state of complete breakdown.

Fig. 7. Dynamic response for 0.05 s fault duration on line 1 – Rotor Angle (blue), Active (purple) and
Reactive Power (green)

Fig. 8. Dynamic response for 0.5 s fault duration on lines – Voltage

Fig. 9. Dynamic response for 0.5 s fault duration on lines – Rotor Angle (blue), Active (purple) and Reactive
Power (green)

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217

Fig. 10. Dynamic response for 0.5 s fault duration on line 2 –Voltage

Fig. 11. Dynamic response for 5 s fault duration on lines – Voltage

Fig. 12. Dynamic response for 5 s fault duration on lines – Rotor Angle

D. Voltage Control by Power Factor Correction for N-1 Criterion
In the Table III. The results of voltage development on the BB11 busbar are presented when the power factor
of the synchronous generator is varied. As the generator is operated under different power factor, there is a
change in the active and reactive power production in order to maintain voltage within limits set by EN

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
50160 standards. The results obtained show how the voltage is regulated by power factor correction as the in
the case of 0.8 capacitive power factor voltage magnitude for 93 MW falls below allowed limits, and new
maximum power is determined to be 45 MW. As in the case of 0.8 inductive power factor the voltage goes
beyond upper allowed limit in case when power production of 93 MW, and the new maximum power for
stable operation is found to be 74 MW. In cases when power factor is 0.9 in both capacitive and inductive
mode, the voltage on the critical busbar, as well in the entire network, stays within allowed limits and does
not change significantly for both power of 93 MW and new found power. It can be then concluded that if the
generator operates under power factor of 0.8 in both modes, there is less active power produced, while if it
operates under power factor of 0.9 in both modes, as well as under power factor of 1, the maximum power of
93 MW previously determined satisfy N-1 criterion and offers stable and secure network operation.
Considering results obtained and presented in Table IV., in terms of line and transformer loading, for power
of 93 MW any power factor in either capacitive or inductive mode less than unity, the power of 93 MW will
distort the network operation and stability. Thus, it can be concluded that considering only voltage
constraints the system will be stable for power factor of 0.9 capacitive and inductive, while when line and
transformer loading taken into consideration, there is all cases when power factor less than 1 new maximum
power for unstable and unsecure network operation.

Table 3. Voltage developments for different power factor
Power factor BB11
Line 2 0.8 (45 MW)
Line 2 0.8 (83 MW)
Line 2 0.8 (74 MW)
Line 2 0.8 (93MW)
Line 2 0.9 (73MW)
Line 2 0.9 (93MW)
Line 2 0.9 (89MW)
Line 2 0.9 (93MW)
Line 2 1 (93MW)

CAP
CAP
IND
IND
CAP
CAP
IND
IND
IND

UI,
Magnitude
MV
59,59856
55,44239
72,79612
75,16263
60,93922
60,2638
72,12859
72,52091
67,06188

u, Magnitude
p.u.

U, Angle deg

0,903006
0,840036
1,102971
1,138828
0,923322
0,913088
1,092857
1,098802
1,016089

3,5407772
13,12576
1,038122
2,164138
7,032856
10,3019
3,275636
3,567566
6,509941

Table 4. Line and transformer loading for different power factor
Power Factor
CAP
CAP
IND
IND
CAP
CAP
IND
IND
IND

4.

Line 2 0.8
Line 2 0.8
Line 2 0.8
Line 2 0.8
Line 2 0.9
Line 2 0.9
Line 2 0.9
Line 2 0.9
Line 2 1

Power
45MW
93MW
74MW
93MW
73MW
93MW
89MW
93MW
93MW

Loading [%]
line 2/1
40,80236
167,4764
92,47962
116,5894
98,69827
131,5861
99,38897
104,098
99,53208

Loading [%] Twowinding transformer
74,93822
123,1931
87,84803
98,82892
93,07358
109,3657
93,99311
96,17869
96,96105

Conclusion

Voltage stability is the main problem concerning utilities due to the continuous growth and deregulation. In
this paper, the network with 11 busbars is examined for a transient stability. Transient stability studies deal

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020217
with the effects of large and sudden disturbances that occurs within the network such as it is a fault, the
sudden outage of a line or the sudden removal or application of load. It is very important to do the transient
stability analysis of a system in order to ensure that the system can handle the transient condition which is
followed by a major disturbance. Transient stability and voltage instability analysis done in this research for
the network with high load conditions shows that for a smaller period of fault duration, the system can be
denoted as stable, while in case when the fault duration is somewhat higher than 0.02 seconds, the system is
unstable and not secure in operation being unable to attain the equilibrium state and synchronism considering
all parameters analyzed – voltage development, rotor angle speed, active and reactive power. In cases when
fault duration greater than 0.02 seconds, there is breakdown state appearing in the network after the fault
where the rotor speed is increasing, thus, causing system to go unstable and out of synchronism. Also, during
the fault, there is voltage drop, active power drop and reactive power rise, after which there is an oscillation
which cannot reach equilibrium. When fault duration increased to 0.05 or 0.5 seconds, the system is unstable
only when fault simulated on one line, while when fault duration is increased to 5 seconds, then for every line
examined and analyzed for three-phase symmetrical fault, the system is unstable.

REFERENCES
[1]

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[3]

Mania P. (1997) Power System Stability and Control Comparative Analysis. IFAC Control of
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[4]

Lau, Mark A. and Kuruganty, Sastry P. (2010) "A Spreadsheet Illustration of the Transient Stability
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[5]

Saric, M., &amp; Penava, I. (2014, May). Transient stability of induction generators in wind farm
applications. In 2014 14th International Conference on Environment and Electrical Engineering (pp.
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Davidson I. and Mbangula I. (2014) Power System Modelling and Fault Analysis of NamPower’s
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Xyngi I., Ishchenko A, Popov M., and van der Sluis L. (2009) Transient Stability Analysis of a
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Diaz-Alzate, A. F., Candelo-Becerra, J. E., &amp; Villa Sierra, J. F. (2019). Transient Stability
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for Real-Time

Operation by

Thresholds. Energies, 12(5), 838.

Monitoring

the

Relative

Angle

with

Predefined

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                    <text>Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020216

Distribution of inherited thrombophilia markers in Bosnian-Herzegovinian
population: a review of previous studies
Nermin Đuzić1, Adna Ašić1
1

International Burch University, Sarajevo, Bosnia and Herzegovina
nermin.djuzic@stu.ibu.edu.ba
adna.asic@ibu.edu.ba

Abstract – Thrombophilia is a condition that is associated with an individual’s risk for venous or
arterial thrombosis, as well as a risk of adverse pregnancy outcomes. Gene variants that are the most
commonly associated with inherited thrombophilia are F5 mutation 1691G&gt;A (Factor V Leiden), F2
20210G&gt;A (prothrombin mutation), MTHFR 677C&gt;T, and PAI-1 variant 4G/5G. This paper aims to
review currently available literature on the prevalence of heritable thrombophilia genetic markers
and their association with thromboembolic events in Bosnia and Herzegovina. PubMed and PubMed
Central databases of the National Center for Biotechnology Information (NCBI) and ResearchGate
were searched to identify the most relevant studies. The results of the previously published studies
show discrepancies when it comes to reported findings, thus implying that further research on this
topic is necessary. It is suggested that new studies include greater sample size in order to confirm the
correlation between the studied variants and conditions associated with heritable thrombophilia in
the Bosnian-Herzegovinian population and to advance the understanding of these variants.
Keywords - Bosnia and Herzegovina, Factor V Leiden, Inherited thrombophilia, MTHFR,
PAI-1, Prothrombin mutation

1.

Introduction

Thrombophilia is a condition putting an individual at risk of venous or arterial thrombosis and is mainly
divided into hereditary and acquired. Hereditary thrombophilia is associated with genetic mutations
influencing the level or activity of proteins involved in coagulation cascade and includes both loss-offunction and gain-of-function mutations [1,2]. Three genetic markers are the most commonly studied as
indicators of inherited thrombophilia. F5 gene variant 1691G&gt;A, usually termed Factor V Leiden, gives
rise to a peptide that is uncleavable by the activated protein C (APC) [3]. According to Inbal and Carp
(2007), this mutation is responsible for 3-42% of pregnancy losses [4]. If present in homozygous state, this
mutation increases a risk for venous thrombosis up to 50-100-fold. The second most studied variant is F2
20210G&gt;A, also known as prothrombin mutation (PTM), that causes elevated levels of prothrombin and 25-fold increased risk of venous thrombosis as well as pregnancy loss [5]. MTHFR gene variant 677C&gt;T
codes for thermolabile variant of protein methylene tetrahydrofolate reductase which is a loss-of-function
mutation and causes elevated levels of homocysteine in blood, the condition known as
hyperhomocysteinemia, which is in turn considered a risk factor for venous thromboembolism [6-8]. The
fourth variant indicative of inherited thrombophilia is 4G/5G in type 1 plasminogen activator inhibitor

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020216
(PAI-1) gene, which is a 4328G&gt;T missense variant located 675 bp from the promoter that results in four
or five guanine nucleotides in a row [9,10]. The protein product of this gene has a role in fibrinolysis and
is associated with adverse pregnancy outcomes, such as intrauterine fetal death, intrauterine growth
restriction, preeclampsia, recurrent miscarriage and placental abruption [11].

The aim of this paper is to provide a comprehensive review of the current knowledge regarding the
prevalence of heritable thrombophilia markers and their correlation with thromboembolic events in Bosnia
and Herzegovina (B&amp;H) based on previously published population studies.

2.

Methods

In order to investigate associations between the abovementioned genetic variants and inherited
thrombophilia that may lead to adverse primary outcomes, National Center for Biotechnology Information
(NCBI) databases PubMed and PubMed Central (PMC), and ResearchGate were searched to discover
relevant studies published previously. Included were original research papers published in peer-reviewed
journals that matched the search of the following keywords: “Factor V Leiden”, “F5 1691G&gt;A”,
“prothrombin”, “F2 20210G&gt;A”, “MTHFR 677C&gt;T”, “PAI-1 4G/5G”, “polymorphism”, “thrombophilia”,
“Bosnia and Herzegovina”. In order to enhance the search, Boolean “AND” and “OR” operators were used
to investigate the association between two searched terms.
3.

Prevalence of genetic markers of inherited thrombophilia in Bosnian-Herzegovinian
population

The search results offered a total of seven studies related to the topic of the prevalence of genetic markers
of inherited thrombophilia in B&amp;H, all of them being conducted as of 2013.
The study of Karić and colleagues in 2013 was the first study which deals with prevalence of MTHFR
677C&gt;T polymorphism in Bosnian-Herzegovinian population. They studied 102 men and 105 women, who
were unrelated and healthy and originating from south-east B&amp;H. At the time of blood sampling, the study
participants ranged between 18 and 84 years with a mean age of 45.62 years. The results have shown that
44.44% were heterozygous and 11.11% were homozygous for the study allele. No significant difference
was found in allele and genotype frequencies between male and female participants [12].

The first study aiming at analyzing Factor V Leiden prevalence in B&amp;H was performed in 2013 by Valjevac
and colleagues. A group of 67 women with mean age of 58.6 years (range 41 to 75 years) with no previous
history of cardiovascular diseases and pregnancy loss was recruited and tested. The study failed to find any
mutant allele, thus suggesting that, considering functional importance of this allele, there is a need to
conduct more research on that topic, as the results of this study were heavily influenced with the small
sample size [13].

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020216
The prevalence of polymorphisms Factor V Leiden, prothrombin mutation and MTHFR 677C&gt;T was
studied by Adler and colleagues (2014). The study involved a cohort of 100 healthy unrelated individuals
from B&amp;H (82 females and 18 males) with the year range of 24-82 years and the mean of 58.8 years. The
analyzed loci were in Hardy-Weinberg equilibrium with the following minor allele frequencies (MAF): 6%
for Factor V Leiden, 6% for F2 20210A allele, and 37.5% for MTHFR 677T allele. The authors noted the
drawback of a small sample size and imbalanced sex ratio. The study, however, demonstrated the coinheritance of thrombophilia markers, since nine participants had Factor V Leiden and MTHFR 677C&gt;T
mutant. Compared to 17 European countries, the prevalence of Factor V Leiden and F2 20210G&gt;A variants
was significantly higher in B&amp;H [14].

Another study examined the prevalence of the same three variants and their association with deep venous
thrombosis (DVT) in B&amp;H [15]. The study group included 111 thromboembolic patients (59 females and
52 males ranging from 21 to 84 years) and 207 healthy controls (105 females and 102 males ranging from
18 to 84 years) with no history of venous thromboembolism (VTE). When it comes to Factor V Leiden
prevalence, 18% of the study group patients were heterozygous and 2.7% were homozygous, while 3.86%
of the control group participants were heterozygous for this variant, which a statistically significant
difference between groups. Statistically significant difference was also found between men with DVT and
the control group, as well as between women with DVT and the control women group. F2 20210G&gt;A
variant was detected in 2.7% of the study group patients and was absent in control group, which was not
statistically significant. Frequencies of MTHFR C677T alleles and genotypes did not differ significantly
between the two groups. Allele frequency and functional significance of Factor V Leiden variant detected
in this study was in agreement with earlier studies in Caucasians [16-20]. Also, the results of this study
were found consistent with the data from other neighboring countries [21-23]. The absence of functional
significance of the studied MTHFR polymorphism was also in line with previously published literature
[4,16,24,25]. Finally, the authors of this study found that 14.9% of the patients from the DVT group were
compound heterozygotes for Factor V Leiden and MTHFR 677C&gt;T variants, therefore proposing further
studies that would aim to analyze whether such genotype combination might be a risk factor for DVT
development [15].
A study of Mahmutbegović and colleagues (2017) enrolled 308 women, including 154 women who
experienced pregnancy loss as the study group (mean age 33 ± 5.4 years) and 154 women with at least one
live-born child and without pregnancy loss as the control group (mean age 31.4 ± 6.7 years) to investigate
the correlation between three genetic markers and pregnancy loss. Detected allele frequencies were 3.9%
in both study and control groups for Factor V Leiden, 1.9% and 1.6% in the study and control groups,
respectively, for prothrombin mutation, and 35.7% and 29.9% in the study and control groups, respectively,
for MTHFR 677C&gt;T. Although allele frequencies obtained in this study were in accordance with allele
frequencies obtained for other European countries, the authors, however, were not able to find the
significant correlation between these three variants and pregnancy loss in Bosnian-Herzegovinian women,
which may be due to small sample size of women with three or four pregnancy losses recorded [26].

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020216
The prevalence of Factor V Leiden, prothrombin mutation, MTHFR 677C&gt;T and PAI-1 4G/5G in BosnianHerzegovinian women and their correlation with recurrent pregnancy loss was studied by Jusić and
colleagues (2018). The study group included 60 women with two or more consecutive pregnancy losses
that occurred before 20th gestation week with the same partner and without history of known causes of
pregnancy losses due to chromosomal abnormalities, chronic diseases, or infections. The control group was
consisting of 80 women with one or more successful pregnancy outcomes and without any pregnancy
complication which could lead to the pregnancy loss. The results have shown that Factor V Leiden and
MTHFR 677C&gt;T were proved to correlate with recurrent pregnancy loss, while prothrombin mutation and
PAI-1 4G/5G were not found to be significantly associated with the pregnancy loss. Reported allele
frequencies were as follows: 7.5% for study and 1.88% for control group for Factor V Leiden, 2.5% for
study and 0.63% for control group for prothrombin mutation, 39.17% for cases and 25% for control group
for MTHFR 677C&gt;T, and 30% for study and 20% control group for PAI-1 4G/5G. The authors are reporting
allele frequencies that were in agreement with previous findings for all study polymorphisms. However,
the role of genetic factors for inherited thrombophilia in recurrent pregnancy loss is still a matter of debate,
especially when it comes to MTHFR and PAI-1 variants studied. Therefore, the authors are suggesting
further studies with larger study and control groups, as well as the need to prevent recurrent pregnancy loss
by assessing the status of these variants and calculating individual risk and optimum therapy for each patient
[27].
In the most recent study by Ašić and colleagues in 2019, the prevalence of common thrombophilia markers
was studied in a population of 130 unrelated healthy Bosnian- Herzegovinians of both sexes, from different
age groups, with no recorded history of thrombotic events and originating from different parts of the
country. Seven markers most commonly associated with the risk of heritable thrombophilia were
investigated, namely Factor V Leiden, F2 20210G&gt;A, MTHFR 677C&gt;T, MTHFR 1286A&gt;C, PAI-1 4G/5G,
PAI-1 -844G&gt;A and F13 V35L. Whereas some of these markers were examined in previous studies as
described above, this is the first study to include MTHFR 1286A&gt;C, PAI-1 -844G&gt;A and F13 V35L
polymorphisms in the population of B&amp;H. The results have shown that the two main thrombophilia markers
Factor V Leiden and prothrombin mutation appeared with MAF values of 0.023 and 0.008 respectively.
For the remaining four loci, reported MAF values were 0.331 for MTHFR 677C&gt;T, 0.323 for MTHFR
1286A&gt;C, 0.446 for PAI-1 4G/5G, 0.588 for PAI-1 -844G&gt;A, and 0.315 for F13 V35L. This study provides
the most extensive population data on the prevalence of main heritable thrombophilia risk factors in B&amp;H
and reported allele frequencies were consistent with those reported for other European populations [28].

4.

Conclusion

Previously conducted studies in B&amp;H represent a small and rather heterogenous group of studies, including
either population studies or case-control studies with the aims to report heritable thrombophilia marker
prevalence in the population or their potential association with DVT, pregnancy loss or recurrent pregnancy
loss. While initial preliminary studies offered surprisingly low or high MAF values for the most well-known
genetic variants Factor V Leiden and F2 20210G&gt;A, later studies reported allele and genotype prevalence

�Journal of Natural Sciences and Engineering, Vol. 2, (2020)
DOI number: 10.14706/JONSAE2020216
that is in line with reported data for most European populations. While DVT was found to be positively
associated with Factor V Leiden variants [15], the data for obstetric complications are more controversial
since two studies reported conflicting results. The first study reported no statistically significant association
between Factor V Leiden, F2 20210G&gt;A and MTHFR 677C&gt;T and pregnancy loss [26], while the second
one reported a significant increase in mutant allele frequency for Factor V Leiden and MTHFR 677C&gt;T in
women with recurrent pregnancy loss [27]. Therefore, it is strongly suggested that further studies assess the
functional importance of the most important markers for inherited thrombophilias in B&amp;H by clearly
defining study and control groups in order to assess the potential association of these variants with
conditions such as (recurrent) pregnancy loss and venous thromboembolism with the goal of assessing the
importance of genetic testing in Bosnian-Herzegovinian population and establishing the groundwork for
the personalized treatment of inherited thrombophilia and conditions connected to it. In that effort, larger
study cohorts including individuals from all parts of the country will be necessary.

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                <text>Thrombophilia is a condition that is associated with an individual’s risk for venous or&#13;
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commonly associated with inherited thrombophilia are F5 mutation 1691G&gt;A (Factor V Leiden), F2&#13;
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