<?xml version="1.0" encoding="UTF-8"?>
<itemContainer xmlns="http://omeka.org/schemas/omeka-xml/v5" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://omeka.org/schemas/omeka-xml/v5 http://omeka.org/schemas/omeka-xml/v5/omeka-xml-5-0.xsd" uri="https://omeka.ibu.edu.ba/items/browse?output=omeka-xml&amp;page=280&amp;sort_field=Dublin+Core%2CCreator" accessDate="2026-06-26T14:05:48+01:00">
  <miscellaneousContainer>
    <pagination>
      <pageNumber>280</pageNumber>
      <perPage>10</perPage>
      <totalResults>3494</totalResults>
    </pagination>
  </miscellaneousContainer>
  <item itemId="2898" public="1" featured="0">
    <fileContainer>
      <file fileId="3668">
        <src>https://omeka.ibu.edu.ba/files/original/7d1a7dc04c2b6ce5ef9ef7de2f8ab3cd.pdf</src>
        <authentication>2847d62263f1c74d7df342b73cf396cc</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22482">
                    <text>Journal of Economic and Social Studies

Investigation of Development Indicators in the
Balkan Countries for the Post-Socialist Period
Fatih ÇELEBİOĞLU

Dumlupınar University, Faculty of Economics and Administrative Sciences,
Department of Economics, Kütahya, TURKEY
fcelebi@dumlupinar.edu.tr

ABSTRACT
Since the collapse of central economic planning in the world, former Iron Curtain Countries
have been changing as social, economic and political structures. Some former socialist countries
(such as Bulgaria, Slovenia and Romania) and Greece became full members of the EU. Some
Balkan countries (such as Serbia, Montenegro, Croatia, Bosnia-Herzegovina, and Macedonia)
lived through difficult war years. After the wars, they have started to struggle for the economic,
social and political reconstruction process. Each country in the Balkan Peninsula wants bigger
real per capita income, a better welfare level, and generally to become a developed country. But
these countries have some political, economic and social problems in the development process.
The aim of this paper is to analyze Balkan countries in terms of development indicators such as
per capita GDP, population growth, life expectancy, consumption potential, education, national
income and income distribution in the period of the 2000’s. In addition, new suggestions for
accelerating the development process will be discussed at the end of the study.
Keywords: Balkan Countries, Development, Development Indicators

Volume 1 Number 1 January 2011

111

�Fatih ÇELEBİOĞLU

Introduction
The Balkan Peninsula is an important area, having witnessed important historical and political
experiences and incidents for ages. But it has been living through a historical alteration in recent
decades. Although some Balkan countries (such as Turkey and Greece) were relatively stable in the
1990’s, there was war in Serbia, Montenegro, Croatia, Bosnia-Herzegovina, and Macedonia. Some
former socialist countries (Bulgaria, Slovenia and Romania) and Greece became full members of
the EU. The others have been struggling toward this goal. Although Kosovo declared independence
in 2008, many countries have not accepted this situation. Nevertheless the Balkan Peninsula is in
a relatively stable condition nowadays, compared with the last ten years. All the Balkan Countries,
especially those which have gained independence in recent decades, want to become rapidly developed.
But all Balkan countries have some political, economic and social problems in this process.
After a long war and an unstable political period, the Balkans has now seized the opportunity for
their development process. This region has been gaining stable structures over time and this stable
period has been supporting development indicators. In this paper, the Balkan countries will be
analyzed in terms of development indicators such as education, population, national income and
income distribution in the 2000’s.

Conceptual Analysis of Development1
Since World War II, one of the important discussion subjects has been development. However,
generally the development concept is accepted as a problem of underdeveloped countries.
Underdeveloped countries which have not gone through the industrial revolution do not experience
the evolution process that it brings, and do not fulfill the necessities of the development process.
Development is used sometimes instead of concepts such as improvement, modernization, structural
changing, and industrialization. This semantic shift complicates the definition of the development
concept. According to Peet and Hartwick (2009:1), development as a better life for most people
means, essentially, meeting basic needs: sufficient food to maintain good health; a safe, healthy place
in which to live; affordable services available to everyone; and being treated with dignity and respect.
Anther definition of development is innovative changes resultant in the socio-economic structure
of a country. It can be understood from these definitions that development is related not only to
economic paradigms but also social life, health systems, educational and vocational structures,
democracy, freedoms, human rights etc. For this reason, it is multidimensional and it extends over
a very long time.
Development is also related to economic growth. A stable economic growth process is very important
for development. Unstable economic conditions negatively affect this process. On this point, a stable
economic structure comes into question. When there is a stable economic structure, economic
growth supports the development process. This concept is more important for developing countries.
For example, Turkey had big problems with unstable economic and political structures in the 1970’s
and 1990’s. Also, almost all the Balkans experienced unstable political and economic periods in the
1990’s.

112

Journal of Economic and Social Studies

�Investigation of Development Indicators in the Balkan Countries for the Post-Socialist Period
There are also new approaches to the development concept. The most important of these belongs
to Amartya Sen, who won the Nobel Economics Prize in 1998. Amartya Sen (1993:3) defines
development “as a process of expanding the real freedoms that people enjoy”. Again according to
SEN, development requires the removal of major sources of unfreedom: poverty as well as tyranny,
poor economic opportunities as well as systematic social deprivation, neglect of public facilities as
well as intolerance or overactivity of repressive states (Sen, 1993:3). The approach of Sen combines
two important concepts: freedoms and development. Also he recommends developing freedoms
before other indicators.

Main Development Indicators
For years, many indicators have been used by economists in order to explain different levels of
development among countries. However, which indicators are the best explanatory indicators of
development levels? We need to investigate indicators that are being used to explain the development
process by international institutions such as the World Bank (especially World Development
Indicators-WDI Online Database) and the UN (United Nations, especially UNDP-United Nations
Development Programme, 2010a).
The World Bank uses more than 331 indicators from the World Development Indicators (WDI)
covering 209 countries. These indicators fall under 16 headings such as Agriculture &amp; Rural
Development, Infrastructure, Aid Effectiveness, Labor &amp; Social Protection, Economic Policy and
External Debt, Poverty, Education, Private Sector, Energy &amp; Mining, Public Sector, Environment,
Science &amp; Technology, Financial Sector, Social Development, Health, and Urban Development (for
details look at The World Bank, WDI Online Database).
UNDP calculates the Human Development Index (HDI). HDI includes some special data such as
life expectancy at birth, adult literacy rates, gross primary-secondary and tertiary enrolment, and
GDP (gross domestic product) per capita (PPP - Purchasing Power Parity). HDI distinguishes three
subgroups as developed (high development), developing (middle development), and underdeveloped
(low development) countries. According to Map 1, Africa, Middle East, South Asia and some South
American countries have big problems in terms of the level of human development. Especially in
Africa, the level of human development is lower than other regions of the world.
Map 1. World Map Indicating the Human Development Index Based On 2007 Data, Published
On October 2009

Source: http://hdr.undp.org/en/, 25.04.2010

Volume 1 Number 1 January 2011

113

�Fatih ÇELEBİOĞLU
Again UNDP (United Nations Development Programme, 2010b) uses eight topics to determine
the development level of each country (particularly developing countries): eradicate extreme
poverty and hunger, achieve universal primary education, promote gender equality and empower,
reduce child mortality, improve maternal health, combat HIV/AIDS, malaria and other diseases,
ensure environmental sustainability, and develop a global partnership for development in scope of
Millennium Development Goals (for details look at UN - Millennium Development Goals 2009
Report).
Also, each country collects some data on development by using international standards. Hundreds
of variables are used by official statistical institutions for this purpose. Some of these variables are
per capita GDP, literacy rate, tertiary education, unemployment rate, urban population, population
growth rate, public expenditure on education, number of doctor, electric power consumption,
number of computer and internet users, final consumption expenditure, daily newspaper, fertility
rate, foreign direct investment, life expectancy at birth, etc. Also the Human Development Index
and Democracy Index2 are used to determine the level of development in a country. The next section
offers an analysis of development indicators in the Balkan countries by using some of these variables.

Analysis of Development Indicators for Balkan Countries
In this section, the situation of Balkan countries in terms of some indicators of development will
be investigated. But due to the wars and unstable political period in the Balkans, not all Balkan
countries reached full independence in the same year. For this reason, we have data that has a different
initial year for each country (especially in the 1990’s). This problem has been almost solved in the
2000’s. But Kosovo’s independence is not accepted by many countries. This situation complicates
the comparison all Balkan countries.
According to UNDP statistics, all Balkan counties (excluding Slovenia and Greece) are within the
High Human Development classification. Slovenia and Greece are within the Very High Human
Development classification (UN, 2009). According to current economic development literature, the
best indicator of development is value of per capita GDP (Gross Domestic Product) in a country.
Mostly Balkan countries have low per capita GDP. For example Albania had $1677 per capita
GDP in 2007; Bosnia and Herzegovina had $2044; Bulgaria had $2401; Macedonia had $2061;
Montenegro had $2269; Romania had $2595 and Serbia had $1780. Exclusively Greece ($15052),
Croatia ($5794), Slovenia ($13333) and Turkey ($5053) had relatively bigger per capita GDP than
the aforementioned countries’ (see Chart 1). It is possible that the global crisis in 2008-2009 and the
financial crisis in Greece have changed these figures.
The other important indicator of development is final consumption expenditure (% of GDP).
High levels of final consumption expenditure (% of GDP) refer low level or intermediate product
expenditure, capital goods (% of GDP) in a country. According to Chart 2, we can say that especially
Bosnia &amp; Herzegovina, Montenegro, Serbia and partially Albania have high level final consumption
expenditures. These countries also have low level saving rates. For this reason the investment amount

114

Journal of Economic and Social Studies

�Investigation of Development Indicators in the Balkan Countries for the Post-Socialist Period
in these countries is lower than in the other Balkan countries.
Education3 level is a very effective indicator of development. Literacy rates are very close to percent
100% (excluding Turkey). Turkey has 88.66%. This figure shows that Turkey is the worst country
in terms of literacy rate in the Balkans (see Chart 3). Another important variable is life expectancy
at birth. According to Chart 4, Greece has the best figures with 79.7 years. Turkey has the lowest
number with 71.8 years. Life expectancy level in the Balkans is on average lower than in the Euro area
(80.4 years) and higher than the world average (68.7 years).
Population growth rate is very slow in the Balkans. Especially Bosnia &amp; Herzegovina (-0.14), Bulgaria
(-0.48), Croatia (-0.04), Romania (-0.16) and Serbia (-0.43) have negative level population growth
figures (see Chart 5). Others (excluding Turkey and Slovenia) have figures very close to zero. This
situation is dangerous for the coming years. The demographic structure will be very old in the next
decades. This can bring social security problems similar to those of Germany and the other Western
European countries.
Nowadays foreign direct investment (FDI)4 has been accepted by many countries as a fact of the
development process. When Chart 6 is investigated, we can see that Serbia (3.95) and Slovenia (3.34)
have the best figures of foreign direct investment (FDI). Macedonia has the lowest FDI with (-0.01).
The lowest value of per capita electric power consumption is in Albania with 976.1 kWh. The highest
value is in Slovenia (7123.5 kWh). Greece has the second highest value of per capita electricity power
consumption with 5372.1 kWh (see Chart 7). In order to comprehend the relation between electric
consumption and development, Yuan et al. (2007) can be consulted.
Unemployment5, as a percentage of the total labor force, is an important indicator of economic
development. Macedonia (36.02%) and Bosnia &amp; Herzegovina (31.09%) had very high
unemployment figures in 2006. The third highest unemployment figure is in Serbia with 20.84%.
But the global crisis may have changed these figures in the Balkan countries as it has in the world
generally. For example, the unemployment figure is 14% in Turkey in 2009 (see Chart 8).
Income distribution6 is another considerable variable of development. The highest value of the GINI
index is in Turkey with 43.2. Macedonia (39.0), Bosnia &amp; Herzegovina (35.8) and Greece (34.3)
respectively follow Turkey. Croatia has the lowest value of the GINI Index with (29.0). The share of
the poorest 10% of population in the GDP is in Turkey with 1.9%. Again Turkey has the highest
value in terms of the share of the richest 10% of the population in the GDP with 33.2%. The highest
share of income in the poorest 10% is in Croatia (3.6%) and the lowest share of income in the richest
10% is also in Croatia with (23.1%). We can say that Croatia has the best figures in the Balkans in
terms of income equality (see Table 1).

Volume 1 Number 1 January 2011

115

�Fatih ÇELEBİOĞLU
Table 1. Share of Income or Expenditure (%) and Inequality Measures in Balkan Countries in 2007
Share of income or
Inequality measures
expenditure (%)
Poorest
10%

Richest 10%

Richest 10% to
poorest 10%

Gini Index

Greece
2.5
26.0
10.2
34.3
Slovenia
3.4
24.6
7.3
31.2
Croatia
3.6
23.1
6.4
29.0
Bulgaria
3.5
23.8
6.9
29.2
Romania
3.3
25.3
7.6
31.5
Albania
3.2
25.9
8.0
33.0
Macedonia
2.4
29.5
12.4
39.0
Bosnia &amp; Herz.
2.8
27.4
9.9
35.8
Turkey
1.9
33.2
17.4
43.2
Note 1: The GINI index lies between 0 and 100. A value of 0 represents absolute equality and
100 absolute inequalities.
Note 2: Data was compiled from UNDP Human Development Index
Industrial production index is frequently used an indicator of development. When the industrial
production index values of Balkan countries are investigated, Romania (120.6) has the highest value
of industrial production index and Greece (101.1) has the lowest value (see Table 2). It is interesting
that Serbia has lost industrial production capacity, because Serbia had 113.1 index values in 1998,
but Serbia had a 108.6 score in 2007. Also Greece has lost production capacity. Besides, we haven’t
got Albania’s index value.
Table 2. Industrial Production index (2005=100) in Balkan countries
1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

Albania

97.0

111.5

124.8

100.0

110.7

86.6

81.9

..

..

..

Bosnia &amp; Herz.

53.7

59.3

64.8

72.8

79.6

83.3

94.4

100.0

107.4

117.3

Bulgaria

..

..

68.6

70.0

73.3

82.9

93.5

100.0

106.0

116.2

Croatia

80.5

79.5

80.7

85.5

89.7

92.7

95.6

100.0

104.1

109.3

Greece

95.1

95.1

100.8

98.7

99.3

99.8

100.8

100.0

100.8

103.4

Montenegro

91.4

84.4

87.6

87.0

87.5

89.6

101.9

100.0

101.0

101.1

Romania

76.3

74.4

97.0

100.8

100.9

100.5

102.9

100.0

109.3

120.6

Serbia

113.1

84.1

93.7

93.8

95.5

92.6

99.2

100.0

104.7

108.6

Slovenia

81.6

81.1

86.2

88.7

90.9

92.1

96.6

100.0

105.7

113.3

Turkey

77.8

74.9

79.4

72.5

79.4

86.3

94.7

100.0

105.8

110.6

Explanation: Data comes from UNECE Statistical Division Database, compiled from national
and international (CIS, EUROSTAT, IMF, OECD) official sources.

116

Journal of Economic and Social Studies

�Investigation of Development Indicators in the Balkan Countries for the Post-Socialist Period
Economic indicators are necessary, but not by themselves sufficient for the comparison of all the
Balkan countries. For this reason we need other pointers. We investigate Human Development Index
values and Democracy Index values for Balkan countries.
Table 3 shows HDI ranks and values for Balkan countries in 2003 and 2009. The highest value
belongs to Greece with 0.892 and its rank in HDI was 24 in 2003. Again Greece has the highest values
of human development index with 0.942 and its rank is 25 in the world in 2009. Turkey (0.806) has
the lowest value of HDI in 2009 and its HDI rank was 79. When 2009 ranks are compared with
2003, Greece, Bulgaria, Macedonia, Bosnia &amp; Herzegovina lost their former positions. But Croatia,
Romania, Albania and Turkey obtained better positions.
Table 3. Situation of Balkan countries in Human Development Index Values

Greece

24

Human
development
index value
2003
0.892

Slovenia

29

0.881

29

0.929

Croatia

47

0.818

45

0.871

Bulgaria

57

0.795

61

0.840

Romania

72

0.773

63

0.837

Montenegro

-

-

65

0.834

Serbia

-

-

67

0.826

Albania

95

0.735

70

0.818

Macedonia

60

0.784

72

0.817

Bosnia &amp; Herz.

66

0.777

76

0.812

Turkey

96

0.734

79

0.806

Country Name

HDI rank
in 2003

HDI
rank in
2009

Human
development
index value 2009

25

0.942

Explanation: Data was compiled from UNDP Human Development Report 2009 (calculating
with 2007 values) and UNDP Human Development Report 2003 (calculating with 2001
values)
Another important subject for development is the democracy level in country. We can investigate the
democracy index to understand this relation. The Democracy Index is calculated by The Economist
Intelligence Unit based on the answers to 60 questions for 167 countries (EIU, 2008). According
to Table 4, Greece is the strongest democracy in the Balkans. According to Table 4, the weakest
democracy in the Balkans belongs to Turkey. While Greece and Slovenia have full democracy;
Albania, Bosnia &amp; Herzegovina and Turkey have hybrid regimes. This situation is generally parallel
to economic development levels.

Volume 1 Number 1 January 2011

117

�Fatih ÇELEBİOĞLU
Table 4. Democracy Index (2008)
Country Name
Rank in the Index
Kind of Democracy
Greece
22
Full Democracy
Slovenia
30
Full Democracy
Romania
50
Flawed Democracy
Croatia
51
Flawed Democracy
Bulgaria
52
Flawed Democracy
Serbia
63
Flawed Democracy
Montenegro
65
Flawed Democracy
Macedonia
72
Flawed Democracy
Albania
81
Hybrid Regime
Bosnia &amp; Herz.
86
Hybrid Regime
Turkey
87
Hybrid Regime
Explanation: Data comes from The Economist, Economist Intelligence Unit

Score
8.13
7.96
7.06
7.04
7.02
6.49
6.43
6.21
5.91
5.70
5.69

When Democracy Index (2008) values are accommodated in the Map 2 for each country, lighter
colors show more democratic countries and darker areas represent authoritarian countries. Especially
North America and West Europe have lighter colors. Africa, the Middle East, and Asian countries
have mostly darker colors. Balkan countries have average values. After analysis of indicators in Balkan
countries, we discuss how can accelerate the development process of Balkan countries in the next
section.
Map 2. World Map Indicating the Democracy Index (2008).

Look at http://en.wikipedia.org/wiki/Democracy_Index, 01.05.2010

118

Journal of Economic and Social Studies

�Investigation of Development Indicators in the Balkan Countries for the Post-Socialist Period

Volume 1 Number 1 January 2011

119

�Fatih ÇELEBİOĞLU

Discussion of the Development Process in Balkan Countries
When the special position of the Balkans (multicultural, multi-religious and multi-ethnic) is
considered, it is quite difficult to offer new suggestions. Even so, we explain some ideas for the
Balkan countries below. The Balkans has had important problems throughout its history. Especially
after the Ottoman Empire, an unstable politic and economic life began in all the Balkan Peninsula.
With socialism, there came a relatively stable political and economic life. However, after the collapse
of socialism, war, blood, tears, and unstable politic and economic life came back to the Balkans.
Nowadays the Balkans has been living more stable days. We know that development is closely related
to stable politic and economic structures. For this reason, the first and the most important stage are
strengthening of the stabilization process. To strengthen the stabilization process, first of all, the
European Union’s full membership process should be accelerated for Balkan countries that are not
members of the EU. Secondly, by considering the ethnic, religious and cultural structures of the
region, bilateral goodwill (bona fides) agreements should be signed among countries. Thirdly, some
countries in the region should play a part in this process as mediators. For example, Turkey invited
the presidents of Bosnia &amp; Herzegovina and Serbia to talk about the problems between the two
countries last April. After that, all Balkan countries should be invited to international institutions.
For example, Bosnia &amp; Herzegovina was invited to NATO last April, 2010. The invitation of Bosnia
&amp; Herzegovina is necessary, but it is not enough by itself. For this reason, all Balkan countries that are
not members of NATO should be invited. And by protecting cultural, ethnic and religion diversity,
an interior peace law agreeable to different parts of society should be composed.
EU trade policy should be accepted by all Balkan countries. Free trade should also be improved
in the Balkans. Tariffs and other arrangements should be reciprocally dropped. Visa applications
should be facilitated to improve trade among Balkan countries, especially for businessman and
scientists. Bilateral trade agreements should be improved. Collective science, education and R&amp;D
agreements should be signed. A Balkan Commonwealth that includes all Balkan countries should
be established in the near future. A substructure of information and communication technologies
should be developed.
Manufacture and service sectors should be supported by governments. Productivity levels of industry
should be accrued. To support industrial production, transfer of technology should be allowed.
Barriers to foreign direct investment should be decreased. A tax system with progressive rates should
be established to decreasing GINI Index and social benefits for poor populations should be improved.
A banking system should be developed and its trustworthiness level should be boosted. Barriers to
touristic travel should be diminished. Especially visa application should be facilitated. Countries
that have insufficient capital for investment need foreign direct investment to accelerate economic
development. For this, foreign direct investment for whole sectors should be allowed. Democratic
reforms such as human rights, constitutional state, economic freedoms, and freedom of thought
should be carried out, particularly in Turkey, Albania, and Bosnia &amp; Herzegovina. A bigger part of
budgets should go to education and productive investment.

120

Journal of Economic and Social Studies

�Investigation of Development Indicators in the Balkan Countries for the Post-Socialist Period
When compared with developed countries, Balkan countries (excluding some full members of the EU
such as Greece and Slovenia) have important problems in economic development. Many countries
in this region have less level GDP figures. Also human development and democratic levels are not
sufficient. Nowadays, the Balkan Peninsula has some opportunities related to the development process
after the war and an unstable politic and economic life. These opportunities can be realized in the
forthcoming periods. But this is depends on better orientation and management of economic, politic
and social processes. Also, protecting and improving the stabilization process will be important in
the next decades. It is a reality that war and unstable politic and economic conditions encourage
backwardness, poverty and anti-democratic applications of governments. Conversely, peace, trade,
and stable politic and economic life will cause better conditions for all nations in the Balkans.

References
Chen C, Chang L., Zhang Y. (1995) The Role of Foreign Direct Investment in China’s Post-1978
Economic Development. World Development. Volume 23. Issue 4. April. pp 691-703.
Foster J. and Sen A. (1997) On Economic Inequality. Oxford University Press. New York.
Online Etymology Dictionary, http://www.etymonline.com/index.php?search=develop&amp;searchmod
e=none, 08.04.2010.
Özay M. (1995) Employment Creation and Green Development Strategy. Ecological Economics.
Volume 15. Issue 1. October. pp. 11-19
Peet R. and Hartwick E. (2009) Theories of Development: Contentions, Arguments, Alternatives, 2nd
edition, The Guilford Press, New York.
Przeworski A. &amp; Alvarez M.E. &amp; Cheibub J.A. &amp; Limongi F. (2000). Democracy and Development:
Political Institutions and Well-Being in the World, 1950-1990. CambridgeUniversity Press.
Saviotti P.P. and Pyka A. (2004) Economic Development, Qualitative Change and Employment
Creation. Structural Change and Economic Dynamics. Volume 15. Issue 3. September. pp. 265-287.
Self S. and Grabowski R. (2003) Education and Long-run Development in Japan. Journal of Asian
Economics. Volume 14. Issue 4. August. pp. 565-580.
Sen A. (1999) Development as Freedom, Oxford University Press, New York. The Economist
Intelligence Unit –EIU (2008), Democracy Index, http://graphics.eiu.com/PDF/Democracy%20
Index%202008.pdf, 01.05.2010
The United Nations Economic Commission for Europe (UNECE) Statistical Division Database,
http://www.unece.org/stats/stats_h.htm, 24.04.2010

Volume 1 Number 1 January 2011

121

�The World Bank, http://data.worldbank.org/indicator, 22.04.2010
The World Bank, WDI (World Development Indicators) Online Database
UN (2009), The Millennium Development Goals Report 2009, New York.
UNDP (2003), Human Development Report 2003, Oxford University Press, New York.
UNDP (2009), Human Development Report 2009, Palgrave Macmillan, New York.
UNDP (2010a). Human Development Reports, http://hdr.undp.org/en/, 25.04.2010
UNDP (2010b). Human Development Statistics, http://hdr.undp.org/en/statistics/, 18.04.2010
Yuan J., Zhao C., Yu S. and Hu Z. (2007) Electricity Consumption and Economic Growth in
China: Cointegration and Co-Feature Analysis. Energy Economics. Volume 29. Issue 6. November.
pp. 1179-1191.

Endnotes
Note 1: According to the Online Etymology Dictionary, Development concept was used for the first
time in 1756, “an unfolding, from develop + -ment). Of property, with the sense “bringing out the
latent possibilities” is from 1885. The meaning “state of economic advancement” is from 1902. The
meaning “advancement through progressive stages” is from 1836.
Note 2: See Przeworski et al. (2000). They investigate relations between democracy and development.
Note 3: Self and Grabowski (2003) examine the relationship between education and long-term
development.
Note 4: See Chen C, Chang L., Zhang Y. (1995). They examine the role of FDI in China’s economic
development process.
Note 5: Özay (1995) analyzes the job-creating development concept. Also Saviotti and Pyka (2004)
investigate the relationship between employment and development.
Note 6: For detailed information about income inequality, see Foster and Sen (1997). In this study,
Foster and Sen investigate measures of inequality.

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22475">
                <text>1061</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22476">
                <text>Investigation of Development Indicators in the  Balkan Countries for the Post-Socialist Period</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22477">
                <text>ÇELEBİOĞLU, Fatih</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22478">
                <text>Since the collapse of central economic planning in the world, former Iron Curtain Countries  have been changing as social, economic and political structures. Some former socialist countries  (such as Bulgaria, Slovenia and Romania) and Greece became full members of the EU. Some  Balkan countries (such as Serbia, Montenegro, Croatia, Bosnia-Herzegovina, and Macedonia)  lived through difficult war years. After the wars, they have started to struggle for the economic,  social and political reconstruction process. Each country in the Balkan Peninsula wants bigger  real per capita income, a better welfare level, and generally to become a developed country. But  these countries have some political, economic and social problems in the development process.  The aim of this paper is to analyze Balkan countries in terms of development indicators such as  per capita GDP, population growth, life expectancy, consumption potential, education, national  income and income distribution in the period of the 2000’s. In addition, new suggestions for  accelerating the development process will be discussed at the end of the study.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="45">
            <name>Publisher</name>
            <description>An entity responsible for making the resource available</description>
            <elementTextContainer>
              <elementText elementTextId="22479">
                <text>International Burch University</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22480">
                <text>2011-01</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22481">
                <text>Article
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="17">
        <name>H Social Sciences (General),HB Economic Theory,HG Finance</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2899" public="1" featured="0">
    <fileContainer>
      <file fileId="3669">
        <src>https://omeka.ibu.edu.ba/files/original/41d0a502e24a19a2cd68ed7eaef7064e.pdf</src>
        <authentication>8846493f05bd69b639bdcc80bd600f68</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22490">
                    <text>Journal of Economic and Social Studies

The Effects of Locus of Control
on Learning Performance:
A Case of an Academic Organization
Rana ÖZEN KUTANİS
Management Faculty, Management Department
Sakarya University, Esentepe Campus, Sakarya, Turkey
rkutanis@sakarya.edu.tr
Muammer MESCİ
Akçakoca School of Tourism and Hotel Management
Dogancılar Campus, Düzce University, Akçakoca, Duzce, Turkey
muammermesci@duzce.edu.tr
Zeynep ÖVDÜR
Foreign Languages Department
Preparatory School, Düzce University, Konuralp, DUZCE
zeynepovdur@duzce.edu.tr
Abstr ct
learning performance of students. In order to reach this goal, the study’s theoretical
frame has been designed including the issues of the locus of control (internal-external)
under the framework of organizational behaviour and learning performance. In
this research, quantitative research method is used by keeping in mind the scope and
qualities of the topic. The scope of research is identified as all the students who continue
to higher education. As the population of the research is adequate to study, it is not
needed to identify extra sampling. The data of the research are gathered by the help
of standardized survey technique. The locus of control levels of the subjects, who are
going to take part in the research, are measured with The Scale of Internal-External
Locus of Control developed by Rotter (1966) and Learning Scale developed by Güngör
(2006). The gathered data are checked by the help of descriptive statistics techniques
and multiple regression analysis by using SPSS program. At the end of the research it
is concluded that learning performances of the students with internal locus of control
are high, and they are more proactive and effective during the learning process. On
the other hand, the ones with external locus of control are more passive and reactive
during this period. Apart from these, it is revealed that there are some differences among
students’ demographic groups and their learning factors.
Key words: Locus of control; Learning performance; Academic organization
Jel odes: D23, L2, L25
Volume 1

Number 2

July 2011

113

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

Introduction
In the globalizing and changing world, organizations need to adapt to new environmental conditions. To be successful in these new conditions, organizations need
to create value for their customers. In our case that would be the students. It is
important for the organizations to appreciate their students to have better position
than rivals. In order to acquire the information, produce and distinguish it in the
organizations, information is required to be organized according to the needs of the
students, adopted, and evaluated by the organization. At this point, organizational
learning has a considerable effect on increasing the success of the organizations.
Rotter (1966) defines the locus of control, in his Social Learning Theory, as the reinforcements which are basic markers of individual’s attitudes in the long term. The
concept of locus of control has an essential place in literature in helping students
who have difficulty in learning and attitude. Locus of control is one of the vital concepts in the context of learning difficulty and attitude change. This concept covers
the idea that individuals, throughout their lives, analyse the events as their attitudes
or they believe that those events result from chance, fate or outside forces (Erdogan,
2003). Rotter (1966), in his study regarding Social Learning Theory, ascertains that
some students display the prizes or reinforcements gained as a result of their knowledge and abilities while some other students display the forces out of their control.
Rotter (1966), basing on his study, expresses the situations in which reinforcements
occur according to the attitudes of the individuals as individuals’ locus of control.
Whereas he assesses the situations, after which reinforcements occur out of the individuals’ attitudes, as the individuals’ external locus of control.
Internal or external locus of control plays an important role for students to sustain
the efficacy and usefulness of learning performance. The knowledge and experiences gained by the students by means of organizational learning are a vital factor in
increasing student performance. In this context, it is necessary for organizations to
fulfil learning function in an arrangement and to use this function oriented to the
improvement of the students. This study determines whether University students
have the internal or external locus of control; furthermore, which locus of control
they possess in the learning period. To sum up, it will be observed what kind of an
effect locus of control has on learning performance. For these reasons, the issues of
locus of control (internal-external) and learning performance have been given place
in this study.

114

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

In this research, it is tried to answer the research questions as stated below. These
questions have been designed to describe the relationships between locus of control
and learning performance. These questions are as in the following;
Research Question 1: What are the factors of participants’ learning processes?
Research Question 2: Is there any difference between demographic groups and
learning factors’ means?
Research Question 3: Is there any relationship between learning factors’ means and
locus of control (internal and external factors)?

Literature Review
Locus of control refers to one’s belief in his or her abilities to control life events
(Strauser, 2002). In other words, locus of control is defined as one’s thoughts of
his/her belief that his/her own power or forces out of his/her control are influential in any positive or negative situation occurring during his/her life (Sardogan,
2006). The belief of locus of control is related to what reinforcements have happened throughout the individuals’ lives, namely the results, prizes, their success or
failures, refer to. These attributions refer not only to chance, fate, and powerful
people out of one’s control, but also to the results of his/her own attitudes (Basım
and Sesen, 2006). While one’s control on his/her own life dependent on chance,
fate and powerful people is explained as external control; maintaining the individual
control over one’s life on his/her own is described as the internal control (Rotter,
1966). When environmental conditions are not sufficient to explain individuals’
success or failures, locus of control can facilitate in making these situations clear.
For instance, individuals may sometimes perceive good and bad events in different
ways. To mention that these different ways are based on external and internal forces
(Taylor, 2006).
The individuals, who have the internal locus of control, think that they have a big
role on affecting the events which influence their lives. Furthermore, they assess
themselves as possessing the power for the attitude they want to display by having
the positive ego concept, and they believe that they can direct their lives whatever
way they desire (Gülveren, 2008).

Volume 1

Number 2

July 2011

115

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

The individuals with external locus of control relate the events affecting their lives
to perceptions such as chance, fate, and fortune which are out of their control.
Additionally, they believe that the events affecting their lives cannot be predicted
and controlled (Kücükkaragöz, 1998). Individuals with internal locus of control are
careful, alert, dominant, focused on success, self-confident, and ingenious. On the
other hand, the individuals with external locus of control are less careful, affected by
the group members, easily influenced by external forces, less self-confident, and they
display unsteady performances (Rotter, 1975).
Individuals lay out two control attitudes as internal and external by considering
that the reinforcements they have from their previous experiences result from their
own attitudes or external forces (Cetin, 2008). The differences between internal and
external locus of control according to the qualities of an individual are shown in
Table 1 below.

Table 1. The differences among the individuals with external and internal locus of
control
Variables

Internal Locus of Control

External Locus of Control

Abilities

he individuals with internal locus he individuals with external locus
of control have a tendency to of control prefer the activities in
choose the activities in which they which they can show the role of
can display their abilities.
chance on their lives.

hey feel that they are responsible
for their own decisions, and they
Responsibility perceive that their fate is not
affected by the factors out of their
control, but by their own decisions.

They try to increase good conditions
in their life; on the other hand they
make an effort to reduce the level
of bad conditions.

heir belief that they have the
control over their fate prevents
them from getting suspicious of
the changing period since they feel
responsible for their own actions.

hey usually view change as a
danger as they do not feel the
control of the forces affecting their
lives. hey prefer to be at a status
where they can be passive in case
of a change.

Change

116

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

Environment

hey use more control in their
environment and they display a
better learning performance. When
the information is about their own hey display fewer compliance
conditions, they actively search for attitudes than individuals with
new information. Also, they use internal locus of control.
the information better if they are
in need of solving a complicated
problem.

Stress

t can be concluded that possessing he employees with external locus
internal locus of control can help of control cannot cope with the
employees cope with the stress and stress and difficulties in a proper
other difficulties in business.
way.

Job
Satisfaction

Job satisfaction of individuals with
internal locus of control is higher
than a person with external locus of
control. They can do better business
and they benefit or get prizes in
return. hey tend to improve or
progress faster and get more wages.

xternal locus of control has a
negative correlation with job
satisfaction; however it is in a
positive correlation with mental
and physical health.

Work
Motivation

They mostly believe that their efforts
will end with a good performance.
They are more self confident and
they trust their abilities. They have
more expectation that their good
performances will be awarded and
they tend to perceive that their
status in business is more proper
and fair.

f there is no prize for performance,
they do not have a different
performance-prize
expectation
from the individuals with internal
locus of control.

Source: Demirkan, Selcan (2006:36).

Table 1 presents the attitudes displayed by internal and external locus of control
according to the behavioural qualities. In addition to Table 1, the external locus of
control has two types. The first one is the proper locus of control. The individuals
with proper locus of control have a more real rational for assessing their worlds,
which are controlled externally. To illustrate, they make a little effort to make socioeconomic conditions better. The second locus of control is the defender locus of
control. It has been seen that the individuals with this locus attempt to use external
beliefs as a defence for the expected inadequacies. Additionally, one of the differ-

Volume 1

Number 2

July 2011

117

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

ences between the individuals with internal and external locus of control is the issue
of looking for information about their environment. The people with internal locus
of control have been observed to feel the need to acquire more information about
their environment, and be more active to seek and achieve justice in social activities
when compared with the ones with external locus of control (Demirkan, 2006).
It is seen that the first empirical studies on locus of control in literature (Phares,
1957; James and Rotter, 1958) appeared to find an answer to the question of whether individuals’ expectations are related to their abilities or chance (Sardogan, 2006).
In present literature there have been many studies on locus of control. Some of these
studies have been presented in Table 2 below.

Table 2. Studies conducted on locus of control
Author(s)

Year

The Purpose
of the Study

The Method
of the study

Chen and
Silverthorne

o observe the
effects of locus
of control, work
2008 performance, job
satisfaction, and
stress scale on
attitude

Aube et. al.

To test the effects
of the perceived
organizational
support, work
2007 autonomy, the facets Quantitative
of organizational
participation (active,
normative, etc.), and
locus of control

118

Quantitative

The Findings and the
Results of the Research
n scales of locus of
control it has come out
that performance, job
satisfaction, and stress
are effective in people’s
responsibilities. Moreover,
individuals with high
internal control have high
work performance, content
and low stress.
t has come out that there
is a positive correlation
between organizational
support, and normative
participation, and activities.
lso, it has been concluded
that locus of control and
work autonomy have a
considerable effect on
organizational support and
active participation.

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

Quantitative

t the end of the research,
it has come to a conclusion
that the individuals with
internal locus of control
mostly use logical decision
making strategy. t has
been found that there is a
negative and low correlation
between logical decision
making strategy and locus
of control. t has also been
revealed that the individuals
with internal locus of
control use logical decision
making strategies more than
ones with external locus of
control and they encounter
less hesitation.

Basım and
Sesen

o analyse the
tendency of the
2006 locus of control to
Quantitative
display assisting and
courtesy attitudes

It has been identified that
most of the participants
who have been subjects of
the study have the internal
locus of control; they also
have more tendencies to
show help and courtesy
attitudes when compared to
the ones with external locus
of control.

Sardogan et.
al.

To observe the effect
of 10-session Human
Relations Skills
2006 Education Program
Quantitative
on University
students’ levels of
locus of control

t the end of the study, it
has been concluded that
10-session Human Relations
Skills Program is effective on
the locus of control levels of
the university students.

o examine the
decision making
strategies used by
2006
the individuals with
different locus of
control.

Coban and
Hamamcı

Volume 1

Number 2

July 2011

119

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

Selart

Chiu et. al.

120

o research whether
locus of control has
2005 an effect on decision Quantitative
making periods of
the organizations

t has been determined
that the managers with low
internal locus of control
have more tendencies to
consult to group decision
than the ones with high
locus of control do.
Additionally, the managers
with external locus of
control take the role of
participant in decision
making more than the ones
with low internal locus of
control.

To assess the effect
of internal and
2005 external locus of
control on the locus
of control

t has been concluded that
the individuals with internal
locus of control are affected
by the labour turnover rate
and work content in the
organization more than the
ones with external locus of
control. urthermore, people
with external locus of control
rather than the ones with
internal locus of control are
influenced by the stress on
organizational participation
and work content.

Quantitative

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

Patten

o look into the
difference and
correlation between
internal control
and work content,
2005
Quantitative
also between work
performance and
the locus of control
variable on an
individual

t has been ascertained that
internal locus of control
has a close relation with
the internal facet of locus
of control. considerable
difference between
individuals with internal
control and the ones with
external control in terms of
the level of work content
has hardly been seen.
part from these, internal
controls have been in a clear
contradiction between the
locus of control and the
structure of control they
perceive, and this leads to
significantly lower work
content.

Klein and
Warnet

o observe
whether locus of
control affects the
2000
experiences of
individuals in their
lives

he results of the study
have shown that the
internal facet of locus of
control plays an important
role in influencing the
experiences in people’s
lives.

Quantitative

In Table 2, the studies of literature related to locus of control are presented. The effects of the internal and external facets of locus of control on individuals’ attitudes
have been observed in the studies. At the end of the study, it has been ascertained
that internal locus of control has a much bigger impact on individuals than the
external locus of control. Moreover, it has been emphasized that the individuals
with internal locus of control have more active work motivation and portray more
effective work performance; they have also more control on the environment. Additionally, the individuals with external locus of control have been determined to
have higher work content about their colleagues than the ones with internal locus
of control.

Volume 1

Number 2

July 2011

121

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

Learning Performance in the Context of Locus of Control
Learning is a process during which information repository is processed, acquired, and
emerged in a short time to make new information (Morales, 2009). It is necessary
to give importance to learning levels in order to perform the learning period actively
(Tajeddini, 2009). Learning levels are essential in that they can contribute to the effective and useful flow of the learning period. Mentioning about learning, apart from
behavioural and cognitive changes, one or more of these situations are accepted to be
sufficient (Ogütveren, 2000, cited in. Avcı, 2005);
•

The person knows or understands an idea or a concept which he/she didn’t
know before.

•

The person can conduct the attitudes that he/she couldn’t do before or he/she
possesses the abilities and skills which he/she didn’t have.

•

The person combines different information, ability, concept, and attitude
which he/she had before with a new point of view.

•

The person can understand new information, concepts and ways of attitudes.

Organizational learning is necessary for creating and developing value in organizations (Pham and Swierczek, 2006). Organizational learning is a period during
which the information, aiming at developing skills and resources to contribute to
the performance of organization, is united, acquired, and put forward. For this reason, it is crucial for organization learning to occur in order to achieve organizational
performance (Perez et. al., 2005). In learning how to learn, the members of the
organization consider the previous examples of the learning or learning failures and
try to question and investigate them. In this period, what makes learning easy or
prevents it is by focusing on learning. To be brief, new learning strategies are struggled to be produced (Yazıcı, 2001). The organizations which learn in an atmosphere
full of indefiniteness, play an essential role on using the information in the most effective way, extending this information to the whole organization, practicing it, and
taking place again in learning process by acquiring required results (Kutanis, 2002).
In the last decade learning performance has become a crucial concept owing that to
the importance of factors such as the qualities of leaders, the impact of global environment, information, labour, and technology in Organizations (Molina and Callahan,
2009). In literature, so many studies determined that there is a positive correlation
between learning and performance (Michna, 2009). Learning brings benefits for the
organization if it is performed by all members. It is required to develop a culture of

122

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

continuous learning, taking responsibility, gaining value constantly, focusing on flexibility and adapting to increase the effectiveness of the organizational learning. The
purpose of organizational learning is to increase performance of the organization in
the future and to produce new information which is going to change the attitudes of
the employees of the organization (Kuru, 2007).
Organizational learning includes the period of learning during which they continuously develop their abilities, new and detailed idea patterns, free totalitarian desires
and discover how to learn cooperatively (Senge, 1990, cited in. Weldy, 2009). Limpibunterng and Johri (2009) emphasize that improving organization’s performance is
considerably dependent on improving learning skills in organizations. As explained by
“Social Learning Theory”, learning is completely resulted from neither internal forces
emerging psychologically in individuals nor the changes coming of external forces.
“Learning” is a period coming out mainly as a consequence of interaction of personal
and environmental factors (Gür, 2008).
Teaching can be described as a series of learning experiences. In this context, teaching
is the collection of activities conducted for students to learn. All the planned learning
periods are prepared for students to learn. Learning may sometimes be only a transfer
of information and in the manner that contributes to the student’s emotional and
social development (Güngör, 2006). It is necessary to assess to what extent learning has occurred. By the help of assessment method, students’ communication skills,
behavioural skills, conceptual learning, affective characteristics can be measured. The
qualities of a good assessment can be ranged as below (Günay, 2008);
• The data collected at the end of the assessment should be used to identify, understand and solve the problems of the student and learning process,
• The teacher should be given the chance to evaluate student’s academic success,
• Students should be given self-assessment by using the data collected for the assessment,
• Many assessment activities should assist in planning and applying the education.
Although the first studies on organizational learning have been directed to explain
what organizational learning is, later studies have generally been aimed at giving
light to how organizations can turn into learning organizations (Avcı, 2010). For
instance; Bayraktaroğlu and Kutanis (2003) have pointed out that factors such
as change of mentality among managers, supporting new information, creation
throughout the organization, developing a shared vision and producing proper
learning conditions are highly important to create the climate of learning organizations in hotels which can be categorize as big.

Volume 1

Number 2

July 2011

123

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

Data and Methodology
The purpose of this study is to identify what kind of effect locus of control has on students’ learning performance. In addition to this, it has been investigated whether students’ demographic qualities create a difference between their attitude proposals about
locus of control and learning performance. Quantitative research method was used to
reach the goals of the research. The research included all the students educating at the
School of Tourism and Hotel Management which received the bachelor’s degree.
The number of students educated in the academic year 2009-2010 at School of
Tourism and Hotel Management who were subjects of the study was 450. As the
population was at an accessible level, full inventory method was used. For this reason, an additional sampling method was not used.
In order to collect data, the survey technique was used. After having analyzed the
literature in this context, a questionnaire was prepared to assess the participants’
locus of control levels by referring to Internal-External Locus of Control Scale developed by Rotter (1966) and Learning Scale by Güngör (2006). This new questionnaire was finalized by considering the ideas of two specialists in the field (one is an
academician, and the other is the supervisor). The questionnaire consists of three
parts. The first part is the statements which were designed to identify the students’
attitudes towards learning performance. The second part is the statements aimed at
determining the students’ agreement about the considerations on students’ learning
performances were ranked in the second part including a five-point Likert scale.
Finally, there are some questions to analyse the participants’ demographic situations.
After the preparation of the questionnaire, the next step was a pilot-study. In the
pilot-study survey was conducted among 30 students in the period from 25th February 2010 to 28th February 2010. At the end of the pilot-study, the reliability of the
data was measured and Cronbach alpha value of the gathered data was calculated
as 0,74. At the end of the study, the general Cronbach alpha value of the data was
found above 0,7 level mentioned by Nunnally (1967). Then, questionnaire was
checked again by the academicians of related field and their ideas were taken into
account. These means provided the content validity of the questionnaire. After this
process, the survey was conducted among all students.
While analysing the collected data, SPSS (Statistics Program for Social Sciences) 16.0
statistics program was used. Statistical terms such as percentage and frequency were

124

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

used to analyse the demographic data. Statistical analyses with Kruskal-Wallis and
Mann Whitney U analysis methods were conducted in order to understand whether
there were differences between participants’ demographic qualities and statements
of attitudes. The reason why these analysis techniques were used is that data do not
come from the normal distribution. Moreover, correlation criteria (crosstabs) were
used to identify the relation between locus of control levels and factors of learning
performance

Empirical Results
302 of the total 450 distributed questionnaires were surely returned. This number
builds up 67% of the population. The data of the participants about demographic
questions were assessed by using frequency and percentage analysis. The findings
about the assessment are presented in Table 3.
Table 3. The results about demographic pattern
Variable
emale
Gender Male
otal
17-19
20-22
23–25
ge
26 and up
otal

Year

irst Year
econd Year
hird Year
ourth Year
Repeat

151
151
302
34
200
61
7

%
50
50
100
11,3
66,2
20,2
2,3

302

100

76
124
57
37
7

25,2
41,1
18,9
12,3
2,3

Variable
Regular High school
he high
natolian H.
school
ourism H.
student
graduated
oreign Lang. . H.
from
otal
Marmara Region
entral natolia R.
egean Region
astern natolia R.
Mediterranean R.
he region
where
lack ea R.
student lives outh- astern . R.

172
43
25
62
302
103
57
20
13
26
75
7

%
57
14,2
8,3
20,5
100
34,1
18,9
6,6
4,3
8,6
24,8
2,3

otal

301

99,7

When Table 3 is observed, it is understood that 50% of the students who have taken
part in the study were female (151), and 50% were male. If we take students’ age
group into consideration, one can see that 34 students (11,3%) are in the age of 17-

Volume 1

Number 2

July 2011

125

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

19 and 200 students (66,2%) are between 20-22. When the grades of the students
are analysed, it is comprehended that 124 students are (41,1%) at second grade, 37
students (12,3%) are at fourth grade and 7 students who are not able to graduate in
four years. When we look at the high school that students had graduated from, we
can notice that 172 students (57%) were regular high school students, 25 students
(8,3%) graduated from tourism high school. Finally, when the regions where students live are analysed, it is confirmed that 103 students (34,1%) live in Marmara
Region, 13 students (4,3%) live in Eastern Anatolia Region and 7 students (2,3%)
live in South-Eastern Anatolia Region.
As it can be seen in Table 4, the factors which are effective on participants’ learning
processes are collected under seven titles, which are activity, perception, listening,
abilities, imitation, reading and noticing.

Variance (%)

Average

Secular Value

Factors

Factor Load

Table 4. The table of factors about learning analysis results (n=302)

The Dimension of Concentration
4,456 2,92 13,504
While I am studying, I often stop and do something else.
,778
I like sport activities at school and attend them.
,735
do what can for every event that can act and take part in them ,727
in class
eachers think that move a lot in the classroom.
,718
talk too much in class.
,636
The Dimension of Perception and Understanding
3,052 4,13 9,247
hold every new thing in my hands and observe them.
,700
I learn by doing and practicing.
,625
I can understand better when I see things.
,619
I like the activities which I participate actively.
,612
quickly perceive things showed in maps, posters and diagrams.
,562

126

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

The dimension of listening
2,014
I like listening to book cassettes.
,750
like school songs very much and learn them quickly.
,657
like reading aloud.
,594
The dimensions of abilities
1,661
I like making practical jokes to my friends.
,756
I like music and rhythm to learn better.
,617
like doing things by using my hands.
,546
The Dimension of Method
1,631
I prefer telling to writing.
,768
like my teacher to correct my mistakes by explaining them to me. ,879
’d rather listen to the teacher than study by myself.
,582
I understand a subject better if somebody tells or reads it, rather ,506
than reading it on my own.
The Dimension of Reading
1,519
like reading novels.
,796
like to read silently.
,749
The Dimension of Noticing
1,243
always want to clean the board, opening/closing the windows or ,689
the door.
I understand better if events and subjects are dramatized.
,599
My teachers and parents often tell me not to touch the objects.
,513

2,12 6,102

3,25 5,034

3,33 4,944

3,74 4,603

2,22 3,766

Notes: Varimax Basic Components Factor Analysis. Kaiser-Meyer-Olkin Sampling Efficiency: 70,7% For Bartlett’s Test of Sphericity X²: 1852,359; s.d: 528; p‹0000 for the whole scale
Alpha; , 739; Total variance: 43,040%; The likert scale : 1:I totally disagree 5:I totally agree

When the internal pattern of the activity factor is observed, it can be understood that
the activities that have become prominent are stopping and doing something else while
studying, liking and attending (the) sport activities, moving in the classroom and (involving) participating in every event and talking a lot in classes. When the internal pattern of perception factor is analyzed, factors that draw attention are: holding new things
in hands and observing them, learning by doing and applying, making better sense of
the things one sees, enjoying activities actively, perceiving things with maps, posters,
and diagrams. When the internal pattern of listening factor is examined, it is perceived
that the factors that are taken into account are: liking to listen to book cassettes, enjoying school songs and learning them quickly, and liking to read aloud.
When the internal structure of ability factors is looked through, factors that become
prominent are: love to make practical jokes to friends, enjoy music and rhythm to
learn better, and liking to do something with hands. After the internal pattern of

Volume 1

Number 2

July 2011

127

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

imitating is studied, it has come out that elements that can be distinguished are: preferred telling to writing, wanting the teacher to correct(ing) mistakes by explaining,
listening to the teacher instead of studying by himself/herself, favoring somebody
else to tell or read something rather than reading it on his/her own. When the internal pattern of the reading factor is viewed, liking to read novels and silent reading
takes the attention. Eventually, when the internal pattern of the noticing factor is
looked into, the elements that stand out are: cleaning the board in the classroom,
wanting to open/close the windows or the door, understanding better with dramatized events or subjects, and warning of the teachers and the parents.
In this part it will be observed whether there are any differences between students’
demographic groups in terms of mean factor. In this context, in Table 5, KruskalWallis’s analysis was conducted whether there is a difference between classroom
groups and factor means.
Table 5. Kruskal-Wallis analysis was conducted with regard to whether there is a
difference between students’ classroom groups and factor means
Concentration
hi- quare 17,736
df
4
symp. ig. ,001

Perception
6,152
4
,188

Listening
7,352
4
,118

Abilities
11,949
4
,018

Method
1,641
4
,801

Reading
3,988
4
,408

Noticing
14,950
4
,005

According to Table 5, regarding whether there are any differences between students’
classroom groups and factor means, the sign values which are lower than 0,05 show
that the students have different opinion about learning dimensions. At the end of
the analysis, it has been identified that there is a difference between concentration
factor (,001), competence factor (,018), noticing dimensions (,005) and students’
continuing classroom group.
Table 6. Kruskal-Wallis analysis concerning whether there are any differences
between one of the students’ age groups and factor means
Concentration
hi- quare 5,457
df
3
symp. ig. ,141

128

Perception
1,169
3
,760

Listening
6,089
3
,107

Abilities
7,103
3
,069

Method
1,877
3
,598

Reading
3,336
3
,343

Noticing
8,492
3
,037

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

According to Table 6, regarding whether there are any differences between students’
age and factor means, the sign values which are lower than 0,05 show that the students have different opinion about learning dimensions. At the end of the analysis,
it has been identified that there is a difference between student concentration dimensions (,037) and age groups.
Table 7. Mann Whitney U analysis related to whether there is any difference
between students’ sex groups and factors means.
Concentration Perception Listening
MannWhitney U
Wilcoxon W
symp. ig.
(2-tailed)

9207,500

Abilities

Method

Reading

10441,000 11334,500 10526,500 10689,500 7794,500

Noticing
9635,500

20683,500

21917,000 22810,500 22002,500 22165,500 19270,500 21111,500

-3,051

-1,379

-,092

-1,231

-1,007

-4,977

-2,496

,002

,168

,926

,218

,314

,000

,013

According to Table 7, whether there are difference between students’ sex and factor
means, the sign values which are lower than 0,05 show that the students have different opinions about their learning dimensions. At the end of the analysis, it has
been identified that there is a difference between concentration dimension (,002),
reading dimension (,000), noticing dimension (,005) and student sex groups.
In the research whether two of the factors of locus of control, internal and external
locus of control, affect on learning factors, correlation coefficients (crosstabs) have
been used to conduct the analysis. In this analysis affecting variable is independent
and affected variable is dependent. In this study, internal locus of control and
external locus of control are accepted as dependent variables; further, learning
factors are defined as independent variables. Some correlation criteria were used
while measuring the correlation among ordinal scale variables. Some of these criteria
are Somer d, Kendall Tau b, Gamma and Spearman correlation coefficients. These
ordinal scales are generally used to measure the linear relationship among variables.
The coefficient gathered at the end of the analysis take a value between -1 and 1. If
coefficient is 1, there is positive full relation. When it is -1, there is negative full relation (Ozdamar, 2003). While conducting work analysis in this context, correlation
scales were used to make it clear whether internal and external locus of control has
an impact on learning factors. Analysis has been done with the 5% relevance level.

Volume 1

Number 2

July 2011

129

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

For this reason, assessments are: if the sign value is lower than 0,05 “differences exist
(effect, correlations exist)”, if the sign value is higher than 0,05, “no difference (no
effect, correlation)”.
Table 8. The Correlation between locus of control and abilities factor
Correlation Scale
omer d
endall au b
endall au c
Gamma
Spearman correlation coefficient
Geometrical verage (G. )

Coefficients
,115
,116
,134
,201
,125
,130

Relevance
,028
,028
,028
,028
,030

According to Table 8, it has been concluded that the ability factor is not independent from locus of control (locus of control affects ability factor) as sign values of the
correlation scales are lower than 0,05 (p=0,028‹0,05). Correlations coefficients also
show that there is a positive and low degree correlation between locus of control and
ability dimension.
Table 9. The Correlation between locus of control and method factor
Correlation Scales
omer d
endall au b
endall au c
Gamma
Spearman correlation coefficient
Geometrical verage (G. )

Coefficients
-,103
-,104
-,119
-,183
-,111
-,112

Relevance
,049
,049
,049
,049
,049

According to Table 9, it has been concluded that method factor is not independent
from locus of control (locus of control affects method factor) as sign values of the
correlation scales are lower than 0,05 (p=0,049‹0,05). Correlations coefficients also
show that there is negative and low degree correlation between locus of control and
method dimension.

130

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

Table 10. The Correlation between locus of control and noticing factor
Correlation Scales
omer d
endall au b
endall au c
Gamma
Spearman correlation coefficient
Geometrical verage (G. )

Coefficients
-,105
-,106
-,122
-,185
-,114
-,123

Relevance
,043
,043
,043
,043
,043

According to Table 10, it has been concluded that noticing factor is not independent from locus of control (locus of control affects method factor) as sign values of
the correlation scales are lower than 0,05 (p=0,043‹0,05). Correlations coefficients
also display that there is negative and low degree correlation between locus of control and noticing dimension.

Conclusion
Locus of control focuses on ability to cope with uncertainty. While the individuals
who have less tolerance resist to the change, the ones with high tolerance can adapt
to the change more easily. Therefore, locus of control tries to identify the reaction
given to change according to its status. If an individual can make self-control and
has the belief that he/she is the dominant of his/her fate, he/she can give positive
reactions to the change. Individuals are classified in two groups according to locus of
control. The first group is internals, and the other is externals. The individuals with
internal locus of control have the belief that they can monitor the events or situations with their own fate and they have a strong belief in themselves and their abilities in life. They believe that the reactions that they take from environment are the
causes of their attitudes. On the other hand, the individuals with external locus of
control relate the events and situations, success or failures to the factors not related
to them. For example, they attribute success to backing; however, they base failure
upon environmental factors (Kutanis, 2010; Sargut, 2001).
Sargut (2001) states that there are some indicators illustrating in general that
Turkish people have a tendency to be highly external. He highly relates these
indicators avoiding uncertainty and the grade of being external in the examinations applied between students and the administration. At the end of our research, it

Volume 1

Number 2

July 2011

131

�Rana ÖZEN KUTANİS &amp; Muammer MESCİ &amp; Zeynep ÖVDÜR

is understood that students generally have internal locus of control. Additionally, it
has drawn a conclusion that the students with internal locus of control agree upon the
ability, method, and noticing factors of the learning dimensions more when compared
to the students with external locus of control. In the cultures where being internal is
prevailing, individuals struggle to acquire the information about their work. These
efforts greatly contribute to the settlement of the culture and increase of the efficacy.
In the study conducted by Basım and Sesen (2006), it has been determined that
most of the subjects had internal locus of control and individuals with internal locus
of control had more tendencies to help and perform courteous attitudes when compared with the ones with external locus of control. Chen and Silverthorne (2008)
have also mentioned that these qualities of the individuals with internal locus of
control have considerable impact upon work performance and content levels. In our
research, in the light of analysis regarding the effect of locus of control on students’
learning processes, it has been ascertained that locus of control has a vital influence
on method, ability, and noticing factors of the learning dimensions. The findings of
the research show similarities with the studies conducted by Basım and Sesen (2006)
and Chen and Silverthrone (2008).
Some analyses have been applied regarding whether there is any difference between
students’ demographic groups and learning. At the end of the analysis of questioning whether there is any difference between, one of the students’ demographic
groups, year and learning dimensions, it has come out that the students have different ideas between grade and the concentration, abilities, and noticing factors
of learning. It has been researched why there is a difference between the students’
grades and concentration factors; also, it has been determined that first-year students and second-year students, and first grade students and repeaters do not share
the same idea. When we observe where the difference between grades and abilities
factors arise from it has been identified that second and first graders, third and first
graders, and first and second graders think in different ways. It has been questioned
where the difference between grade and noticing factors emerges from; and the result is that second graders and repeaters have different opinions.
The analysis conducted on the difference among the students’ demographic groups,
age and learning has shown that they think differently among students’ age and
noticing factors. In which group this difference exists is analysed and it has been
revealed that the students in the age group of 23-25 own various ideas. According to
the analysis conducted on the difference between one of the students’ demographic
groups, sex and learning, it has been ascertained that students have various ideas
between their sex, concentration, reading, and noticing factors. Besides, it has been
understood that the female students having taken part in the study have external
locus of control while their male peers have internal locus of control.

132

Journal of Economic and Social Studies

�The Effects of Locus of Control on Learning Performance: A Case of an Academic

In this study, the collected findings and the scales used are important contributions.
The scales used in this study can be suitable for other organizations operating in different sectors. By means of those scales organizations will get the chance to make
assessments and identify the fields where they will face a problem. Identification
of the problematic fields and resolving them will help the successful application of
locus of control and learning implementation. The second important contribution
of the research is that the students with internal locus of control have got a bigger
ratio than the ones with external locus of control.
There are some constraints of the study. While assessing the finding of the study, these
constraints should be considered. First of all, this study is conducted in a tourism college which gives bachelor’s degree. Some different findings may be reached in various
Universities which give education in different regions and branches faculties/departments. Another constraint of the study is that it considers only University students.
It can be suggested for researchers who are going to conduct studies that they can
perform in-depth studies taking other Universities in different regions and fields into
account. Moreover, it may be useful to compare the findings by conducting research
studies about other Universities in different regions and fields. Finally, a study including the lecturers giving education to the students at University can be done.

References
Aube, C., Rousseau, V. and Morin, M. E. (2007). Perceived Organizational Support
and Organizational Commitment The Moderating Effect of Locus of Control
and Work Autonomy. Journal of Managerial Psychology, 22 (5), 479-495.
Avcı, U. (2005). The Relation Between Organizational Learning and Organizational Performance: An Investigation About The Relation Between Organizatıonal
Learning and Organizational Performance In The Hospitality Industry. Unpublished PhD Thesis, Suleyman Demirel University, Social Sciences Institute, Isparta.
Avcı, U., Kılınc, I. and Okumus, F. (2010). Relationship Among Learning Levels:
An Investigation In Hotel Companies. Ege Academic Review, 10 (1), 95-115.
Basım, N. H. and Sesen, H. (2006). Politeness of Employees and Helping Control
the Locus of the Impact of Behavior: A Study in Public Sector. Selcuk University, Journal of the Institute of Social Sciences, 16, 159-168.
Bayraktaroglu, S. and Kutanis, R. O. (2003). Transforming Hotels into Learning
Organisations: A New Strategy for Going Global. Tourism Management, 24
(2), 149-154.
Volume 1

Number 2

July 2011

133

�Chen, J.C. and Silverthorne, C. (2008). The Impact Of Locus Of Control On Job
Stress, Job Performance And Job Satisfaction In Taiwan. Leadership and Organization Development Journal, 29 (7), 572-582.
Chiu, C.K., Chien, C. S., Lin, P. C. and Hsiao, Y. C. (2005). Understanding Hospital Employee Job Stress and Turnover Intentions In A Practical Setting The
Moderating Role Of Locus Of Control. Journal of Management Development,
24 (10), 837-855.
Cetin, F. (2008). The Effects Of Self Concept, Locus Of Control and Personality
On Conflict Resolution Approaches In Interpersonal Relations: An Applied
Research. Unpublished Master’s Thesis, Military Academy, Military Academy of
Defense Sciences Institute, Ankara.
Coban, A. E. and Hamamcı, Z. (2006). Investigation of Focal Points in Terms of
Different Strategies for the Locus of Control Adolescents Decision. Kastamonu
Education Journal, 14 (2), 393-402.
Demirkan, S. (2006). Self-Perceptions of Interpersonal Relations, Conflict Resolution Approaches in Locus of Control and Their Effects on the Structure of
Personality: A Study in Applied. Unpublished Master’s Thesis, Ankara University,
Social Sciences Institute, Ankara.
Erdogan, B. (2003). Effects of Background Information and Locus of Control on
Student’s Control Preferences ın Web-Based Instruction. Unpublished Master’s
Thesis, Ankara University, Education Sciences Institute, Ankara.
Gülveren, H. (2008). Investigation of Relations Between Internal-External Locus
of Control Trait Anger, Anger Expression Styles and Intelligence in 12 Grade
High School Students. Unpublished Master’s Thesis, Maltepe University, Social
Sciences Institute, Istanbul.
Günay, A. (2008). Student Learning in Teaching Practice and the attitude of Physics
Effect of Student Development Zone. Unpublished Master’s Thesis, Marmara
University, Social Sciences Institute, Istanbul.
Güngör, I. (2006). Education High School First Grade Students with Learning to
Learn Mathematics Achievement Effects of Turkish Language and Literature
Courses Exam (Example of the city of Kayseri). Unpublished Master’s Thesis,
Erciyes University, Social Sciences Institute, Kayseri.
Gür, D.M. (2008). A Research About Relationships Between Organizational Learning Levels And Affects Of Organizational Learning On Performance. Unpublished Master’s Thesis, Dokuz Eylul University, Social Sciences Institute, Izmir.

�James, W. and Rotter, J.B. (1958). Portical and %100 Reinforcement Under Chence and Skill Condition. Journal of Experimental Psychology, 55, 397-403.
Klein, J. and Warnet, M. W. (2000). Predictive Validity of The Locus of Control
Test In Selection of School Administrators. Journal of Educational Administration, 38 (1), 7-24.
Kuru, S. (2007). Searching Mugla Unversity in Terms of Learning Organization.
Unpublished Master’s Thesis, Mugla University, Social Sciences Institute, Mugla.
Kutanis, R. O. (2002). Learning Organization, Strategic aspects of Modern Management Approaches. (Ed: İ. Dalay, R. Coşkun and R. Altunısık), Istanbul: Beta
Distribution of Publication.
Kutanis, R. O. (2010). Organizational Culture (Lecture Notes). First Press, Sakarya:
Sakarya Bookshop.
Kücükkaragöz, H. (1998). Effects of Locus of Control and the Formation of the
Students Control the Focus of Elementary School Teachers. Unpublished PhD
Thesis, Dokuz Eylul University, Social Sciences Institute, Izmir.
Limpibunterng, T. and Johri, M. L. (2009). Complementary Role of Organizational Learning Capability in New Service Development (NSD) Process. The
Learning Organization, 16 (4), 326-348.
Michna, A. (2009). The relationship between organizational learning and SME performance in Poland. Journal of European Industrial Training , 33 (4), 356 – 370.
Molina, C. and Callahan, L. J. (2009). Fostering Organizational Performance The
Role Of Learning and Intrapreneurship. Journal of European Industrial Training, 33 (5), 388-400.
Morales, V. J., Jover, J. A. and Llorens, J. F. (2009). The Influence Of Ceo Perceptions On The Level Of Organizational Learning Single-Loop and Double-Loop
Learning. International Journal of Manpower, 30 (6), 567-590.
Nunnally, C. J. (1957). Psychometric Theory. New York: MacGraw-Hill.
Ozdamar, K. (2003). Modern Scientific Research Methodology. Eskisehir: Kaan Published.
Patten, M. D. (2005). An Analysis Of The Impact Of Locus-Of-Control On Internal Auditor Job Performance and Satisfaction. Managerial Auditing Journal, 20
(9), 1016-1029.
Perez, S. L., Montes, P. M, J. and Vazquez, O. J. C. (2005). Organizational Learning
as a Determining Factor in Business Performance. The Learning Organization,
12 (3), 227-245.

�Pham, N. T. and Swierczek, W. F. (2006). Facilitators of Organizational Learning in
Design. The Learning Organization, 13 (2), 186-201.
Phares, E.J. (1957). Expentancy Changes in Skill and Chence Situation. Journal of
Abnormal and Social Psychology, 54, 339-342.
Rotter, J.B. (1966). Generalized Expectancies for Internal Versus External Control
of Reinforcement. Psychological Monographs, 80 (1), 1-28.
Rotter, J.B. (1975). Some Problems and Misconceptions to the Construct of Internal Versus External Control of Reinforcement. Journal of Consulting and Clinical Psychology, 43 (1), 56-67.
Sargut, S. (2001). Differentiation Between Cultures and Management (2th ed.). Ankara: Imge Publised.
Sardogan E. M., Kaygusuz, C. ve Karahan, T. F. (2006). A Human Relations Skills
Training Program, University Students’ Locus of Control Levels, Mersin University Journal of the Faculty of Education, 2 (2), 184-194.
Selart, M. (2005). Understanding The Role Of Locus Of Control In Consultative
Decision-Making: A Case Study. Management Decision, 43 (3), 397-412.
Strauser, D. R., Ketz, K. and Keim, J. (2002). The Relationship Between SelfEfficacy, Locus of Control and Work Personality. Journal of Rehabilitation, 68,
20-26.
Tajeddini, K. (2009). Perceptions of Learning Among Swiss Watch Managers. Journal of Workplace Learning, 21 (7), 525-537.
Taylor, S. E., Peplau, A. L., and Sears, D. O. (2006). Social Psychology (12th ed.).
Englewood Cliffs, New Jersey: Prentice Hall.
Weldy, G. T. (2009). Learning Organization and Transfer: Strategies for Improving
Performance. The Learning Organization, 16 (1), 58-68.
Yazıcı, S. (2001). Learning Organization. Istanbul: Alfa Publishing.

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22483">
                <text>1072</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22484">
                <text>The Effects of Locus of Control  on Learning Performance:  A Case of an Academic Organization</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22485">
                <text>ÖZEN KUTANİS, Rana 
MESCİ, Muammer 
ÖVDÜR, Zeynep </text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22486">
                <text>the purpose of this study is is to research what influences the locus of control has on  the learning performance of students. In order to reach this goal, the study’s theoretical  frame has been designed including the issues of the locus of control (internal-external)  under the framework of organizational behaviour and learning performance. In  this research, quantitative research method is used by keeping in mind the scope and  qualities of the topic. The scope of research is identified as all the students who continue  to higher education. As the population of the research is adequate to study, it is not  needed to identify extra sampling. The data of the research are gathered by the help  of standardized survey technique. The locus of control levels of the subjects, who are  going to take part in the research, are measured with The Scale of Internal-External  Locus of Control developed by Rotter (1966) and Learning Scale developed by Güngör  (2006). The gathered data are checked by the help of descriptive statistics techniques  and multiple regression analysis by using SPSS program. At the end of the research it  is concluded that learning performances of the students with internal locus of control  are high, and they are more proactive and effective during the learning process. On  the other hand, the ones with external locus of control are more passive and reactive  during this period. Apart from these, it is revealed that there are some differences among  students’ demographic groups and their learning factors.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="45">
            <name>Publisher</name>
            <description>An entity responsible for making the resource available</description>
            <elementTextContainer>
              <elementText elementTextId="22487">
                <text>International Burch University</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22488">
                <text>2011-01</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22489">
                <text>Article
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="17">
        <name>H Social Sciences (General),HB Economic Theory,HG Finance</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2900" public="1" featured="0">
    <fileContainer>
      <file fileId="3670">
        <src>https://omeka.ibu.edu.ba/files/original/4f730bf952af2ec4e74eb117e9fb4f38.pdf</src>
        <authentication>ceda907d0337ecba2c6d17a98c12bbe5</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22498">
                    <text>Journal of Economic and Social Studies

The Effect of Job Security on the
Perception of External Motivational
Tools: A Study in Hotel Businesses
Fazıl ŞENOL
Department of Accounting and Finance
Gaziosmanpaşa Üniversitesi, Erbaa Meslek Yüksekokulu, Tokat, Turkey
fazilsenol@yahoo.com
Abstr ct
Hotel guests’ satisfaction with service and product depends largely on employees’
doing their job willingly and readily because of the direct relationship between
employee motivation and quality of products. Therefore some internal or external
means of interference are needed throughout management processes in order to
motivate employees. In this study external motivation levels of employees working
in hotel businesses and as an independent variable, job security factor’s effect on the
perception of external motivational tools are investigated. Population of the study
consists of hotel employees working in 4 and 5 star hotels in Turkey. A sample of 24
hotels was chosen from cities with dense tourism activities. The study was conducted
in the months of July and August of 2009 and 414 employees participated in the
survey. Regression Analysis Methods are used in analyzing the data. The results of the
study have shown that there is a meaningful relationship between job security and
external motivational tools and existence of job security is effective on the perception
levels of all other external motivational tools. Based on the analysis results obtained
it has been concluded that job security is most effective on factor variables related to
‘Hierarchical Structure’ among other external motivational tools.
Key words: Job Security, External Motivational Tools, Hotel Organization
Jel odes: M12, J63

Volume 1

Number 2

July 2011

33

�Fazıl ŞENOL

Introduction
In today’s world, targets of organizations can be reached only if the employees
brought together for a certain purpose do their job willingly and voluntarily. Unless
a process which retains employees from doing their job or makes them unwilling
for their job occurs, organizational targets can be reached without a deviation. On
the other hand, it is not right to expect the employees to realize the same job performance like a programmed machine all the time. Since individuals are social beings,
their needs and expectations change in course of time and when these expectations
are not met, negative attitudes can also be reflected in their job performance. Therefore organizations need some internal and external means of interference in order to
change the attitudes of the employees according to their targets. Determining the
right means requires analyzing employees well and identifying the primary needs
correctly. Because there is a direct relationship between the effect of selected tools of
motivation and employee expectations, and only a correctly selected means of motivation can satisfy employees, and eventually satisfied employees willing to do their
jobs will use their talents in their workplaces, which will pave the way for realizing
organizational targets.
This study, which has been done on the employees of 4 and 5-star hotels in Turkey,
aims at measuring the effect of job security on the perception levels of external motivational tools effective on the job motivation of employees. It is out of the question
that employees’ anxiety of losing their jobs will increase at the times of economic instability business world encounters. In this kind of a situation, it is thought that job
security is one of the most effective factors on job motivation due to its eliminating
employee’s future anxiety. Job motivation and job security are issues both of which
are related to working. This suggests that there is a meaningful relationship between
employees’ perception level of job security and effectiveness of other motivational
tools on the employee. This study analyzes validity of this hypothesis by considering
a certain number of external factors of motivation involved in the research.

Relationship between Job Security and Motivation
Today unemployment is an important problem almost every country suffers from.
Although the reasons may show variety, job security seems to be in decrease in

34

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

every part of the world. The most prominent reasons for decreasing job security
can be cited as technology, internationalization of capital, demographic change and
government policies (Smith, 1999, p. 196-198). From this aspect, today’s business
world is experiencing a difficult period in terms of both employees and employers.
Job security, which is crucial for an employee in terms of keeping his or her job or
finding a new job, is also important for the employers since it enables them to keep
their employees or find new ones.
Therefore, employers should be sensitive about the motivation of their employees
under any circumstances for the interest of their organizations (Çeltek, 2004, p. 8).
Because employees are not machines running on physical power but social beings
thinking, feeling and being affected by their environment. For this reason, trying to
understand employees can make them feel valued and inspire them to work harder
on the quality of their work.
Factors motivating employees can occur in various forms. In fact, job security is
one of the most influential means of motivating employees particularly in times of
economic downturn. Employees’ belief that they will not lose their jobs or they will
be employed in the same organization as long as they want is a significant reason
for motivation. Therefore, job security is one of the most significant variables of
employee satisfaction which expresses the general attitude of the employee towards
his/her job (Bakan and Büyükbeşe, 2004, p. 35).
Job security plays an important role in both social and working life because it helps
individuals do not worry about their future, contributes to maintaining labor peace,
increasing organizations’ productivity and protecting social balance and values. For
this very reason, in order not to cause employee’s prestige loss in society, employees should not be dismissed from the organizations without reasonable grounds,
because job security has political and social dimensions. Therefore, if in a country
employees are dismissed without showing a reason, it is difficult to talk about social
order, peace and stability (Güzel, 2001, p. 19; Taşkent, 1992, p. 38).
Today, job security is perceived as an indispensable right of an employee which
guarantees that the employee and his/her family will not be deprived of their income
and maintains an honorable life¹. Thus, employees consider the condition of job
security just at the beginning of their careers so as to feel confident about the future.
They oppose governments’ privatization policies in order not to lose this warranty
or prefer to work in public sector though they may earn less as compared to those
working in the private sector due to public sector’s offering job security.

Volume 1

Number 2

July 2011

35

�Fazıl ŞENOL

Technological progress provides labor saving, which results in technological unemployment. On the other hand, it is difficult to state that technological unemployment is influential on hotel staff. Because product has a labor-intensive character
and labor substitution by technology is limited. For this reason, the most important
capital of hotel organizations is the human factor. In fact, this character of the sector suggests that lodging industry is one of those sectors which provide the most job
security. Nevertheless, the limitations such as job security of the hotel employees
being dependent on the occupancy rate of the hotels, seasonal character of the employment in this sector, high unemployment rates in the country or the flexibility
of touristic demand unfortunately prevents individuals working in this sector from
feeling confident about the future. Besides, employee turnover in the sector validates
the rightness of the employees’ worries about the future. On the other hand, when
job security is perceived negatively, employees cannot be expected to transfer their
knowledge and experience into their work. For this reason, even if hotel organizations adopt the thesis that job security leads employees to laziness, they should provide lifelong job security to their employees and adopt management policies which
offer promotions in order to motivate them.

External Motivational Tools
Motivation, being an administrative process, tries to find correct tools of motivation
which can change employees’ behaviors to bring them in line with the organization’s
targets. A number of internal and external factors are needed in order to motivate
employees during the motivation processes. External factors are most of the time
determined depending on organization’s policies and external factors. According
to Herzberg’s Two Factor Theory, external motivation methods do not motivate
employees but provide employees with conditions appropriate for being motivated
(Brislin et al., 2005, p. 89). On the other hand, Murphy &amp; Alexander (2000, p . 28)
state that when motivated by external motivational tools, employees act with the
aim of obtaining some privileged results. For example, if employees do their jobs in
order to obtain a result like wage, job security or promotion, this means that they
are influenced by external motivational tools.
Numerous theoretical and applied researches done with the purpose of measuring
the effect of motivational tools on employees offer different solutions to problems
related to this issue.

36

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

The first of researches on motivation was done in 1946 (Hersey and Blanchard,
1969, p. 35). This research, including employees of the industrial sector, was conducted by New York Institute of Labor Relations and published as a report in ‘Foreman Facts’. Employees were asked to put 10 motivational tools in order which they
considered as ‘a job reward’ and the results were as shown in Table 1 below.
Table 1. Universally Accepted Main Motivational Tools
1

o be appreciated for a good job

2

o be perceived as an important (useful) person

3

Positive approach to personal problems

4

Job security

5

air wage

6

Interesting (attractive) job

7

Promotion possibility

8

Personal or organizational commitment

9

Good working conditions (work safety)

10 Discipline in the workplace

Source: (Wiley, 1997:14)
The research results show that ‘being appreciated for a good job’ takes the first place
in the list, whereas ‘discipline’ is at the bottom of it. Long-term researches done by
Kovach (1987) also contributed a lot to management science in terms of motivation.
In all his researches Kovach asked participants to put in order the 10 motivational
tools in Table 1, which first appeared in 1946 and were universally accepted, according to their priorities (Wiley, 1997, pp. 5-6). These motivational tools provided basis
for later researches, too. But most of the time they were reshaped according to field
of study and personal preferences. For the current study also the motivational tools
seen in Table 1 were used while external motivational factors were being formed.
External factors used in this research as study variables are briefly explained below.
Wage: It is a fixed amount of money paid by the business organization to the employee in return for work performed for a month. On the other hand Adams’s
Equity Theory defines wage as an output which should be in a fair balance with
employee’s inputs like labor, effort, education, experience and so on (Leung et al.,
1996, p. 948). For the employees, the amount of production is an important fac-

Volume 1

Number 2

July 2011

37

�Fazıl ŞENOL

tor effecting motivation. According to Taylor, it is enough to pay more in order to
motivate employees to work more efficiently (İncir, 2002, p. 73). According to an
employee survey conducted in USA, 95% of employees see monetary (cash) rewards
as favorable and perceive them as an important tool of motivation (Nelson, 1999,
p. 59). Kovach, known as one the leading figures of studies on the perception of
motivational tools, (1995) aimed at measuring private sector employees’ levels of
perception of factors that motivate. He found out that employees working at managerial positions put pay rise at the top of the list of motivational factors, whereas
other employees ordered it as the fifth priority. In a contemporary research, Pfeffer
also concluded that par rise is the most important external motivational tool that
motivates employees to work more efficiently (1995:7).
The first research aiming at understanding employee expectations and the effect of
motivational tools was done on 12 hotel employees in USA and Canada in 1946.
Later on, a lot of researchers, particularly the one Kovach did, researches investigating which motivational tools were considered as most effective by the employees.
The results of all these researches show that the best tools to motivate hotel employees are:
1. Fair wage
2. Job security
3. Promotion and Advancement Opportunity (Simons &amp; Enz, 1995, p. 24).
The results of the research on managers by Hanks also show that high wage expectation
is at the top of the list (1999: 114). The common point of the studies on this subject is
the conclusion that wage motivates. Researches done in Turkey support these results as
well. For example results of the researches by Öktem (1991), Ay (1995), Ölçer (2005)
and Birdir (2001) show that a fair wage is an important tool of motivation. The research conducted by A&amp;G Research Company on nearly 3000 employees showed that
employees listed high wage as the best motivational tool with a rate of 82.2% (Ölçer,
2005, p. 6). In Birdir’s study on hotel employees throughout Turkey wage factor took
the first place as well (Abay, 2004, p. 94). On the other hand employees’ earning much
does not mean that they will be motivated to work harder. Because, even if the policy
of equal pay for equal work is applied within the organization, this time employees can
compare their wages with other people doing the same job in other organizations and
find a reason to lower their motivations. Therefore, in order to keep their employees,
organizations should be loyal to the principle of equality by establishing a fair wage
system (Lam et al., 2002, p. 1).

38

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

Status or Promotion: Status is the place of the individual in an organization or a
group when compared to others within the hierarchy. Being an abstract concept,
status is characterized with esteem and respect shown by other people (Huberman
and Onculer, 2004:103). Whatever the position is being appreciated for a good job,
or being accepted as a qualified employee and being respected for his/her knowledge, status is a cause of motivation for every employee. On the other hand, promotion is the advancement of an employee to a higher rank with more responsibilities.
Having a fair promotion policy in the organization is an important factor increasing motivation. Because in a working place promotion means rewarding success. A
promoted employee obtains both a higher status and a higher wage. A promotion
obtained due to knowledge and skill can help individuals improve their other talents; On the other hand, if a promotion is not deserved, it can cause anxiety and
stress about increasing responsibilities. In this study, variables believed to measure
the factor of ‘status and promotion’ are grouped under this factor.
Hierarchical Structure: There is an important relationship between employee motivation and organizational structure. For example, employees’ ability to reach top
management without an agent and the awareness that top management is accessible
to all employees strengthens the commitment to the organization. On the contrary,
when a strict normative or hierarchical ladder makes top management inaccessible,
this situation affects employees in an undesired way (Pfeffer, 1994,p. 145).
Employee Relations: Good employee relations are an important factor in overcoming
negativity in the workplace. Superior-subordinate relationships and relationships between members of the organization and customers are effective on the job motivations
of employees. Employees pleased with warm and sincere treatment from the superiors
would carry out the orders more voluntarily. For this reason, managements should
play a constructive role in creating a harmonious atmosphere. They can create such
an atmosphere by arranging events like tea breaks, birthday or wedding anniversary
parties and trips (Erdoğan, 1996, pp. 301-302; Sabuncuoğlu and Tüz, 1998, p. 149).
Job Safety: In terms of physical working conditions, working atmosphere and social
rights, a safe environment should be supplied. Particularly in organizations related
to production, the purpose of the safety regulations is to minimize work accidents.
Physical, biological and chemical risks in the workplace, work speed, working hours,
employee empowerment, communication networks, job definitions, information
sharing and technological facilities are all important elements determining working conditions of a workplace (Pailhe, 2002, p. 96). Having a secure job and being

Volume 1

Number 2

July 2011

39

�Fazıl ŞENOL

protected against income loss, physical dangers, crime and risky duties are parts of
employee’s safety need. And within the concept of job safety, job security which
guarantees the continuity of employment is also an important safety expectation.
The assurance that they will work at the same job for long years eliminates questions
and worries about future, which is perceived as a part of job safety (Telman and
Ünsal, 2004, p. 47). Fear of being dismissed from the organization is an element of
oppression for the employee. The behavioral change caused by this fear is felt more
obviously particularly in economies with limited employment opportunities. For
example results of the research by Probst &amp; Brubaker (2001) show that motivation of employees lowers when they perceive job security negatively, their attitudes
change towards not obeying the rules and this leads to an increase in job accidents.
Profit Participation: It is a motivational tool which rewards the employee with a
certain percentage of profit. Organizations deliver a part of their untaxed profits to
employees on a basis of percentage proportional with base pay. Another mode of administration is business partnership provided by equity participation. The purpose of
organizations’ preference for motivating employees this way is to gather them around
a common cause and create commitment to organizational targets. Since another purpose of this system, in which employees working harder earn more, is to increase the
income of the employee, it is out of question (look above) that any practice providing
employees with higher wages will affect the motivation of the employee positively.
Profit participation is a very important argument to use particularly in case of tourism
employees who have very long working hours and most of the time cannot use even
their weekly leave days during high seasons. Because Şenol’s study on hotel employees in Turkey (2010, p. 264) showed that employees believe although they work too
much, it doesn’t lead to an increase in their wages. In the same study income rise is
seen as one of the most important motivational factors for hotel employees although
in some subcategories (age, job experience, education level and field, department etc.)
its grading may differ. Therefore, a practice like profit participation will both increase
employee commitment and effect their motivation.
Organizational Culture and Climate: Organizational culture is a system of values,
beliefs and habits which shapes behavioral norms designed to realize the same goals
and activates mutual perception between members of the organization (Mandy &amp;
Noe, 1987, p. 132). From this aspect, organizational culture is shaped by the organizational experiences of the employees (Telman and Ünsal, 2004, pp. 49-51). Another
important factor affecting job motivation is organizational climate which is closely
related to organizational culture. Organizational climate is the atmosphere resulting

40

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

from employees’ expectations about their employment in the organization and their
perception of how much these expectations are met (Schwartz &amp; Davis, 1981, p. 15).
Organizational climate is also perceived as a tie between members of the organization
because behaviors of the individual change in parallel with organization’s demands.
Since employees’ coworkers, superiors (supervisors) and their own individual characteristics are effective in the perception of climate, the concept of organizational climate
is also seen as the psychological atmosphere of the organization. Therefore, organizational climate is related to motivation (Efil, 1993, pp. 109-110). These two concepts
were discussed under the same factor, regarding the possibility that they may be considered as the same, and variables measuring the factor were formed accordingly.
Talent: Talent can bring different points of view to problems. People like their
thoughts’ being accepted or their thoughts’ being realized. If employees in an organization can express their thoughts and suggestions freely and see that they are
taken seriously and even realized, this means there is a good communicational process in this environment (Ünlüönen and Atınç, 2007:14). For this reason, managements should encourage employees to use self initiative and show that they trust
them (İncir, 1985, p. 74). For example, regarding the suggestions of employees to
problems or these suggestions being discussed in the meetings would honor them.
Besides, rewarding these kinds of behaviors with pay increase or promotion would
increase employees’ commitment to the organization and their motivations.
Image-Attractive Job: Employees with high pay expectations are more willing to
work at full capacity (Filiz, 2002, p. 94). Their identification with the organization and behaving in a manner consistent with the organizational goals are directly
proportional to their organization’s reputation in the outside world. The researches
have indicated that employees working for a well-known organization with a positive public image are proud of this and more inclined to take the ownership of their
organizations (Smitis et al., 2001:1051). Therefore, by building credibility with suppliers, customers and shareholders in order to have a good image, organizations also
increase the motivation of their employees. In this respect, it is more attractive for
an employee to work for a hotel chain despite a lower salary.
Finally, since factors motivating employees differ from each other, motivational
tools also show variety. On the other hand, although theories aiming at categorizing motivational tools appear under different titles, in fact they adhere to the ideas
of making the job more attractive and meeting the needs of the employee. So the
important thing is to determine which motivational tool to use for which employee.

Volume 1

Number 2

July 2011

41

�Fazıl ŞENOL

When considering the effect of motivational tools, it is also necessary to keep in
mind that in addition to organization’s attitude, employee’s him/herself is the most
essential source of motivation. Because it is difficult to understand expectations of
an employee who does not express his/her purposes clearly, it is hard determine the
most effective motivational tool to motivate him/her.

Researches on Job Security and Motivation
The concept of job security has emerged with the aim of assuring continuity of employment and preventing arbitrary terminations. Employees’ confidence in future
and their not being deprived of earning a livelihood are among the most essential
rights of them (Koç, 2005, p. 20; Ulucan, 1982, p. 184). One of the main purposes
of modern labor law is also to secure these rights of employees and prevent them
from losing their job without a valid reason (Süzek, 2006, p. 430). In this respect,
job security provides social benefits and it also functions as an important motivational tool enhancing employees’ positive feelings towards their jobs.
All around the world, job security is protected by labor laws. On the other hand, due
to some constraints like weaknesses in enforcement of laws, employer pressure on the
governments or distinctive structure of some businesses, it is difficult to maintain job
security in the real sense. Particularly, in tourism sector, implementation of job security laws is quite problematic because some hotels are seasonal and the ones open all year
round tend to employ temporary staff. For this reason, in this branch of business psychological security provided by employers is more effective on overcoming employee’s
work anxiety than job security enforced by laws. Therefore, dimension of relationship
between employee and management in hotels becomes more important in the positive
or negative perception of job security. This aspect of the sector has always attracted the
attention of the researchers and various studies have investigated the subject.
An environment of economic uncertainty leaves employees more defenseless because in such an atmosphere, organizations tend to protect themselves or resist protective regulations, which increases employees’ work stress and affects their psychology deeply. (Önder and Wasti, 2002, p. 639). A study done in the USA showed that
fear of being fired can affect employees’ psychological and physical health seriously.
Results of the national survey conducted by University of Michigan Institute for
Social Research with more than 1000 male and female employees under the age of

42

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

60, who were interviewed twice, three years apart, revealed that 25% of employees
worry about losing their jobs. ²
Although it is commonly believed that the best reward is pay rise, as a motivational
tool, it is a costly reward for organizations and there is no guarantee that it will have
a long-lasting effect. For this reason, organizations can make use of job security as a
motivational tool which is symbolically cost-efficient and has a huge effect on employee motivation. Thus, researches on this subject (ŞenoL, 2010; Poyraz and Kama,
2008; Özyaman, 2007, p. 13) suggest that job security provides employee with high
motivation and it also affects other motivation levels. For example in Şenol’s research (Şenol, 2010, pp. 246-264) job security was rated as one of the three most
important motivational tools in all subcategories. Poyraz and Kama’s study on hotel
staff also showed that job security functions as an important motivational tool since
it changes negative work behaviors and the thought of leaving the job (2008:2).
It is only natural for employees to fear job loss and to have a job or not and it means
different things to different people (Özyaman, 2007, p. 13). For this reason it is difficult to estimate the impact of job loss on the employee. Researches investigating
effects of job loss and having a job indicate that employee behaviors start going bad
as soon as they start worrying about job loss (Domenighett, 2000; Özyaman, 2007).
For example according to a research by Cambridge University, when job security is
perceived as low employees’ health complaints are five times as much as when it is
perceived as high (Worklife Report, 1999). Therefore, considering possible effects of
job loss fear, it is concluded that job security is crucial for organizations and there is
an important relationship and an interaction between job security and motivational
tools. Therefore in this study, as distinct from above mentioned researches on the relationship between job security and motivation, job security has been considered as an
independent variable with the purpose of understanding whether it changes employees’ perception levels of motivational tools, or in other words, whether it is effective on
motivational tools’ strength of effect or not. The results obtained are described below.

Field Study
The Importance and Aim of the Study
Due to demand elasticity hotels, a sub sector of tourism, are easily affected by outside
factors (i.e. weather conditions, counter propaganda, political tension and polemics

Volume 1

Number 2

July 2011

43

�Fazıl ŞENOL

and terror). Therefore maintaining continuity of hotels is dependent on the continuity
of tourism demand.
One third of hotel income goes to employee wages (Usal and Kurgun, 2003, p. 13).
Therefore as demand shrinks, it is a common practice for hotel managements to
dismiss employees with the aim of reducing expenses. Researches done in Turkey
(Birdir, 2001; Abay, 2004; Bakan and Büyükbeşe, 2004; Ölçer, 2005; Ertan, 2008;
Şenol, 2010) show that employee turnover in hotel sector is higher than other sectors, which is a valid reason for the employees’ feeling anxiety about future of their
jobs. Therefore, hotels need to accomplish an effective motivational process in order
to keep their employees, the most important capital of them, and change employee
behaviors toward organizational goals.
There is also a relationship between high employee motivation and customer satisfaction. This relationship between the quality of product offered and guest satisfaction is more apparent particularly in departments where a direct contact with guests
is necessary (i.e. service, front desk). Therefore any study on hotel employees, who
are considerably effective on guests’ staying at a hotel or visiting a country for the
first time, has a particular importance.
There is no doubt that in times of economic crisis employees are more concerned
about job loss. For this reason it is expected that findings of this study will contribute to literature by being effective on determining motivational tools necessary to
manage this difficult situation in which employees suffer from low motivation.
This study is different from other researches on motivation as it aims at investigating if there is a relationship between levels of employee confidence in the future and
levels of motivation, and if there is such a relationship, determining its direction
and measuring its significance level. It is expected that findings obtained will explain
how important the perception of job security is in terms of employee motivation.
Because it is believed that external motivational tools like pay rise, good relationships, image or promotion will not affect an employee’s anxious about losing his/
her job in the same way as it affects the one who is much more positive about job
security.
Researches on hotel employees generally focus on job security’s degree of priority among other motivational tools. On the other hand this research differentiates
from similar researches in that it does not analyze the place of job security among
motivational tools believed to meet expectations, but its relationship with external

44

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

motivational tools included in the research as independent variables.
Turkish employees’ future anxiety level is rising justifiably on the grounds that effects of 2008 global economic crisis are still felt in tourism, demand for tourism is
elastic and employee turnover in hotels is high in Turkey. Analyzing dimension of
the relationship between job security and motivational tools with the aim of reducing this anxiety seems to be distinct from other studies.
Research Model
Considering the fact that developed models would increase visual of the abstract
concepts used in the research, following model shown in Figure 1 was developed in
the light of the research hypothesis.
Figure 1. Research Model
External Motivational actors
- Wage
- Status-Promotion
- Hierarchical tructure
- Employee Relations
- Job afety
- Profit Participation
-Organizational Cluture and
limate
- alent
- Image-attractive job

Independent Variable

J

UR Y
(9)*

External Motivation Level

Dependent Variables

*Variable number measuring job security in the questionnaire

According to the model, job security is independent variable, external motivational
tools are dependent variables.

Volume 1

Number 2

July 2011

45

�Fazıl ŞENOL

Research Hypotheses
In accordance with the purpose of the study, main hypotheses to be validated are
set as below;
H0: There is no meaningful relationship between job security and external motivational factors.
H1: There is a meaningful relationship between job security and external motivational factors.
H2: Existence of job security increases effectiveness of external motivational tools.
If H1 is accepted, the following results are expected to be obtained by further analysis;
-

Employees’ external motivation level,

-

Direction of the relationship between job security and effect of external
motivational tools,

-

Motivational factors on which job security is the most influential.

Research Population and Sample Selection
Population of this study consists of employees working for 4 and 5 star accommodation businesses (i.e. hotel, springs resort, holiday resort). Questionnaire includes
paid managers and employees working in all departments of starred hotels, excluding owners of them. Names of the mentioned businesses, thought to represent the
whole of the population sufficiently, remaining hidden, the situation related to delivered questionnaire forms is shown in Table 2.

46

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

Table 2. Businesses Questionnaires Delivered and Distribution of the Forms Collected
Business Type

City

Number of
Businesses

Number of
Respondents

Percentage of
Distribution

5* Hotel

dana, nkara, ntalya
Aydın, Bursa, İstanbul,
İzmir, Muğla

9

150

%36

4*Hotel

Ankara, Balıkesir, Bolu,
İstanbul, Rize, Sakarya

8

128

%31

5*Holiday Resort

Aydın, İzmir

2

47

%12

4* Holiday Resort

ntalya

1

25

%6

5* prings Hotel

Bursa, İzmir

3

51

%12

4* prings Hotel

Balıkesir

1

13

%3

24

414

100

L

Accommodation businesses are chosen from regions in Turkey where tourists’ accommodate densely based on the data provided by the Ministry of Tourism so as
to represent the whole of the population. Questionnaire forms were sent by e-mail
to the managers of accommodation businesses following a face to face or telephone
conversation with them. In order to assure the participation of employees from all
departments, questionnaire delivery was made within superior managers’ knowledge.
An important point to be considered during researches is determining the number
of sample representing population. Number of sample of this study was found by
calculations based on population. When determining number of sample, Sekaran’s
(1992, p. 253) table ‘Acceptable Sample Sizes for Specific Populations’ was used.
According to this, total number of employees working for 4 and 5 star businesses in
Turkey is 200.000*1 (www.turizm.gov.tr). When error rate is accepted 5%, sufficient
number of questionnaires for this study must be 383 according to both of the tables.
Since number of employees participating in this study is 414, sufficient number of
sample was obtained.
*According to official statistics there are 105.489 rooms in 4 star hotels and 147.167 rooms in 5
star hotels by 2008 year-end. Therefore total number of rooms being 252.656, necessary number of
employees per room is ½ in 4 star hotels and 1/1 in 5 star hotels.

Volume 1

Number 2

July 2011

47

�Fazıl ŞENOL

When constituting job security perception scale used in the study, ‘Job Security
Index’, validity and reliability analyses of which done by Önder and Wasti (2002)
in Turkey was used.
In determining motivation variables used for measurement of job security, motivation scales developed by Mottaz (1985) and Lindner (1998) were used. When
adapting survey questions about motivational tools to hotel employees, Minnesota Satisfaction Questionnaire, Porter’s Need Satisfaction Questionnaire and expressions related to motivation used by Keenan (1996) and Kovach (1984-1987)
in their study. Variables used in relation with motivation were also used in previous similar studies done in Turkey [Birdir, (2001), Ünlüönen, (2007), Taşpınar,
(2006),Toker, (2008), Batman vd., (2007), Ertan, (2009), Şenol, (2010). As in the
similar study Cronbach’s Alpha reliability test is also used in this study. According to
Kalaycı (2009; p. 405) if reliability coefficient is between (α) 0,60≤ α&lt;0,80, scale is
quite reliable. Reliability of “job security” scale is determined as 0,709 and reliability
coefficient is 0,939 for this study.

Findings of the Study
In the analyses investigating different aspects of job security’s relation with variables
measuring external motivation, how dependent variables (external motivational
tools) believed to be affected by independent variable (job security) change employee motivation is being observed. Regression analyses were used in order to reveal
the relationships between scales taking place in the questionnaire forms. According
to Likert scale used in the questionnaire, distribution of answers about job security
is in the range of 1.5 and 4.5. Therefore it can be accepted that data related to job
security displays an approximately normal distribution.
When the number of variables used in the research questionnaires is too high, in
order to decrease the number of variables and explain them with fewer factors, researchers usually refer to factor analyses or determine the factors themselves. For
this study the latter option was preferred. It was thought that handling nine external motivational tools explained in the theory part of the study as also factor
groups would provide research integrity. So variables taking place in the questionnaire form with the aim of measuring external motivation and shown in Appendix

48

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

1. are grouped under related factor and mean values were constituted after reliability
tests were performed. Data obtained in relation to the factors are shown in Table 3.
Table 3. Reliability Values of Scales Used and Perception Levels of the Factors
umber of Variables
Measuring ach
actor

EXTERNAL MOTIVATIONAL FACTORS

L H

X*

*

Wage

5

0.727

3.315

0.836

Status and Promotion

5

0.811

3.707

0.829

Hierarchical tructure

6

0.790

3.731

0.742

Relationships between Employees

7

0.699

3.827

0.651

Job afety

5

0.791

3.969

0.780

Profit Participation

5

0.673

3.308

0.855

Organizational Culture and Climate

8

0.771

3.777

0.692

4

0.668

3.468

0.825

7

0.797

3.881

0.714

General verage

-

-

3,665

0.769

External Motivation Scale

40

0.935

-

-

Job Security Scale

9

0.709

-

-

alent
Image-Attractive Job

4,21 – 5,00 Very High ;
dium;
1,81
–
2,60
(Yemane, 2001; Ertan, 2009)
* X =Mean; SS=Standard Deviation

3,41
Low;

–

4,20
1,00

High; 2,61
–
1,80

–

3,40
Very

MeLow

Alpha values in Table 3. are in the range of 0.66 and 0.96, validity value of the questionnaire form is at a sufficient level and no factor was excluded from evaluation in
the analyses. Some of the variables used to measure factors were used in more than
one factor groups. From Table 3. we can also see that employees’ external motivation
is not very high with an average level of 3.665. When motivation levels of employees
are considered for each factor, the answers given to questions of measuring job safety
reveal that employee opinions about hotel employees’ life safety, physical conditions of
work environment, sufficient equipment to do their jobs, proper architectural design
enabling service flow, safety of places to stay provided by the hotel, occupational hazard, social rights and future of their employment are at more positive levels.
In the study, “Image and attractive job” factor was ranked as number two, that is
perceived closest to number one factor, which also shows that hotel employees love
their jobs and believe that they are doing an important job. From the answers given

Volume 1

Number 2

July 2011

49

�Fazıl ŞENOL

to variable measuring the same factor, it also appears that employees benefit from
educational opportunities offered by the workplace; they expect to earn more in the
future, they are pleased with their hotels’ image in the outside world and would be
happy when guests leave the hotel satisfied with the service.
Hotel managers’ having good relationships with their subordinates causes a positive
atmosphere among employees. Thus answers to variables measuring the factor of “Relationships between enployees” show that there is a good communication between
hotel departments; and employees are pleased with friendly relationships with managers and co-workers, also with cooperation and positive dialogue between them. It is
particularly observed that employees give importance to celebrating their birthdays at
workplace and managers’ allowing them to exchange shifts among themselves.
These findings of the study support findings of Orpen’s (1997) study results of
which showed that “quality communication between employees and good relationships particularly with managers have a positive impact on employee motivation”
(Chiu 2004, p. 34).
Answers to questions measuring the factor of “Organizational Culture and Climate”
also indicate that there is a good relationship between superiors-subordinates and
among coworkers; employees can share some of their problems and managers and
coworkers help them with the solution of these problems. On the other hand, as it
is explained before, these results represent only the average. An average level of 3.77
obtained for “Organizational Culture and Climate” does not mean that motivation
levels of all the participants are at the same level.
With the questions related to the factor of “Hierarchical Structure”, ranked as number
five in terms of perception of external motivation, it was aimed to investigate whether
hotel management is helpful or accessible to employees. It can be concluded from the
answers that there is a good communication between management and employees.
One of the reasons for being a part of an organization and enduring current situation is the expectation of gaining status in the organization or being promoted.
Answers given to questions related to this factor reveal the fact that employees rank
these statements in the sixth order: Employers evaluate their performance rightfully;
they will be able to promote due to their success; and the ones who deserve will
reach the top management. Therefore, this factor is not perceived at a good level.
In other words, hotel employees believe that they don’t have a high chance of being
promoted. On the other hand this belief may show differences according to control
variables like department, gender, age or status.
It appears that the factor of “Talent” is perceived at a low level in terms of perception levels. Results related to the factor of talent and suggestion, which is explained

50

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

as ability of bringing different point of views to problems, can be interpreted as
employee performances are not evaluated sufficiently and their suggestions are not
taken for granted. Whereas referring to employees’ thoughts and their witnessing
these suggestions’ being evaluated are important in terms of motivation.
Considering the fact that a factor’s positive impact increases in parallel with an
increase in employees’ external motivational perception level, based on the analysis
results of the research, it can be stated that hotel employees are pleased neither with
their wages nor management policies which they expect to provide extra income for
them, and They are not positive about the future of their employment,either. When
the obtained data evaluated, it appears that the most important motivational factors
the necessity of which employees feel the most are “profit participation” and “wage”.
Therefore this result, also reached through the data in Appendix. 1, support the
employee expectation expressed as “we can work hard, but this should be reflected
in our wages”. Particularly when the factor of “profit participation” is considered as
parallel with income raise, it can be stated that the most important external motivational tool to motivate employees to perform better is “wage increase”.
One of the purposes of the research is to investigate whether there is a relationship
between job security and employees’ external motivation. In order to validate this
hypothesis, the relationship between job security and external motivational tools
was analyzed through tests based on Pearson Correlation Analysis. The results obtained are shown in Table 4. below.
Table 4. Relationship between Job Security and External Motivational Tools (self
assessment)
Correlation Coefficient*
Wage

0.581*

Status and Promotion

0.614*

Hierarchical tructure

0.635*

Employee Relations

0.523*

Job afety

0.501*

Profit Participation

0.562*

Organizational Culture and Climate

0.539*

alent

0.556*

Image-attractive job

0.563*

Correlation Coefficients: None=0.00-0.09;Low=0.1-03;Medium=0.3-0.5;High=0.5-1.0
* Correlation is significant at 1% level. Probability values showing correlation coefficients’
level of significance (“Prob”) are smaller than 1%. Therefore all correlation coefficients are
significant statistically.

Volume 1

Number 2

July 2011

51

�Fazıl ŞENOL

Since interpretations and explanations related to the perception of factors are made
above, here we will only deal with statistical dimensions of this relationship.
When data in Table 4. is considered, reliability range being 99%, correlation coefficient is positive (r=0.581) between hotel employees’ perception of “job security” and
“wage”, and being closer to 1, it is in a range of high level value. This value is also
significant at 1% level. Null hypothesis is defined as two reliable being independent
of each other, whereas alternative hypothesis shows that these two reliable are not
independent. As seen in Table 4. variable of perception of “job security” and variable
of “wage” are not independent of each other. Because their coefficient values (0.581)
are significant at 1% level. Therefore there is a relationship at a statistically meaningful level between these two variables. For this reason null hypothesis will be refused.
Data in the table also shows that there is a meaningful, positive and high level
(r=0.614) relationship between statistical job security and “Status and Promotion”.
This value is significant at 1% level. Findings indicate that variables of perception
of “job security” and “status and promotion” are not independent of each other.
Therefore there is a relationship at a statistically significant level between these two
variables, and null hypothesis will be refused here, as well.
Again when relation of job security with each of the external factors included in the
research is evaluated separately, it appears that;

52

-

There is a significant positive and high (r=0.365) correlation between job
security and “Hierarchical Structure”,

-

There is a significant positive and high (r=0.523) correlation between job
security and “Employee Relations”,

-

There is a significant positive and high (r=0.501) correlation between job
security and “Job Safety”,

-

There is a significant positive and high (r=0.562) correlation between job
security and “Profit Participation”,

-

There is a significant positive and high (r=0.539) correlation between job
security and “Organizational Culture and Climate”,

-

There is a significant positive and high (r=0.556) correlation between job
security and “Talent”,

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

-

There is a significant positive and high (r=0.563) correlation between job
security and “Image-attractive job”.

Therefore due to the existence of a statistically significant correlation for all factors,
null hypothesis (Ho) was refused. Based on the data obtained, (H1) Hypothesis of
the research which claims that “There is a meaningful relationship between job security
and external motivational factors” was accepted.
Considering levels of correlation between job security and external motivational
factors given in Table 4., it is seen that the most important relationship is with
“Hierarchical Structure” due its value’s (0.365) being closest to 1. In fact there is an
important relationship between employee motivation and organizational structure.
Top management’s being accessible to all employees and their showing a democratic
attitude to solution of problems not only affect motivation of employees but also
play an important role in shaping employee opinions about future of their employment. The think which makes a hotel employment long-term is managers’ own
initiatives (with the exception of employees owing their indispensability to their
knowledge and equipment) rather than job security laws in the country. Particularly
in hotels where employee turnover is high, future of the current employment is most
of the time at the mercy of managers. For this reason, employers’ attitudes towards
employees are extremely influential on employees’ positive or negative perception
of job security.
In this study, dependent variables are measured on 5-point Likert scale. For this
reason, average values of variables range from a minimum of 1 to a maximum of 5.
Although independent variable in the regression equation seem to be in the range
of values 1-5, an average of more than one variables in the questionnaire form measuring the same variable is used when constituting them. In other words dependent
variables in the range of values 1-5 actually have tens of further different values.
In accordance with the purpose of the study, regression analysis is used in order to
measure the effect of job security, independent variable of the research, on external
motivational tools through Pearson Correlation Analysis. Tests obtained for each of
the models established are shown in Table 5.

Volume 1

Number 2

July 2011

53

�Fazıl ŞENOL

Table 5. Job security and External Motivational Tools:
Results of Regression Analysis
Model 1

Model 2

Model 3

Model 4

Model 5

Wage

Status-Promotion

Hierarchical
Structure

Employee
Relations

Job Safety

Job ecurity

0.838

0.843

0.801

0.573

0.677

t

12.324***

12.969***

13.810***

10.232***

8.792***

ixed

0.460

0.835

1.019

1.827

1.686

t

1.811*

3.494***

4.674***

8.869***

5.958***

R- quared

0.362

0.395

0.414

0.281

0.242

25.476

29.246

30.568

17.135

12.207

0.0001

0.0001

0.0001

0.0001

0.0001

External
Motivational
Tools

External
Motivational
Tools

Model 6

Model 7

Model 8

Model 9

Profit
Participation

Organizational
Culture and
Climate

Talent

Image-attractive job

Job ecurity

0.832

0.593

0.767

0.661

t

11.718***

11.189***

12.175***

12.018***

ixed

0.499

1.816

0.918

1.665

t

1.897*

9.035***

3.825***

7.967***

R- quared

0.348

0.317

0.336

0.316

24.009

22.875

25.386

23.181

0.0001

0.0001

0.0001

0.0001

* significance level of 10%, ** significance level of 5%; ***significance level of 1%

As interpretations and explanations related to perception of factors are made above,
following statements consider only statistical dimensions of these models.
Model 1: Wage =Fixed+ β*Job Security

Wage=0.460+0.838*job Security

R-squared=0.362 explains 36.2% of change in “wage” factor, one of the internal
motivational tools for job security. As P&lt;0.05 Model 1 is significant. Therefore there
is a significant positive correlation between job security and perception of “wage”
factor. Impact of pay rise on employee satisfaction increases in parallel with an increase in employee’s sense of security about the future of his/her employment.

54

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

Considering all the models in Table 1, it can be affirmed that explanation for Model
1 is also valid for the other models.
Model 2: Status and Promotion=Fixed+ β*Job Security

Status and Promtion=0.835+0.843 *Job Security

R-squared=0.395 explains 39.5% of change in “status and promotion” factor, one of
the internal motivational tools for job security.
Model 3: Hierarchical Structure=Fixed+ β*Job Security

Hierarchical Structure= 1.019+ 0.801*job security

R-squared=0.414 explains 41.4% of change in “hierarchical structure” factor, one of
the internal motivational tools for job security.
Employee Relations= 1.827+ 0.573*job security

Model 4: Employee Relations=Fixed+β*Job security

R-squared=0.281 explains 28.1% of change in “employee relations” factor, one of
the internal motivational tools for job security.
Job safety=1.686+ 0.677*job security

Model 5: Job security=Fixed+β*Job security

R-squared=0.242 explains 24.2% of change in “job safety” factor, one of the internal motivational tools for job security.
Model 6: Profit Participation =Fixed+ β*Job security

Profit Participation = 0.499+0.832*job security

R-squared=0.348 explains 34.8% of change in “profit participation” factor, one of
the internal motivational tools for job security.
Model 7: Org. Cult. and Climate=Fixed+β*Job security

Org. Cult. and Climate =1.816+0.593*job security

R-squared=0.317 explains 31.7% of change in “Organizational Culture and Climate” factor, one of the internal motivational tools for job security.
Model 8: Talent =Fixed+ β*Job security

Talent = 0.918+ 0.767 * job security

R-squared=0.336 explains 36.2% of change in “talent” factor, one of the internal
motivational tools for job security.
Model 9: Image-attractive job =Fixed+ β*Job security

Image-attractive job=1.665+0.661* Job security

R-squared=0.316 explains 31.6% of change in “image-attractive job” factor, one of
the internal motivational tools for job security. Therefore since P&lt;0.05, all of the
models are significant and existence of job security has a positive impact on the
perception level of each of these factors.

Volume 1

Number 2

July 2011

55

�Fazıl ŞENOL

Model 9: If H0 and H1 hypotheses are expressed as;
H0 Job security is not effective on the perception of ‘image-attractive job’.
H1 Job security is effective on the perception of ‘image-attractive job’.
Then t-test is done in order to validate alternative hypothesis. Findings indicate that
variable of “job security” effects study’s dependent variable, “image-attractive job”,
significantly and positively. Stating it more clearly, in case job security is perceived
positively, perception level of “image-attractive job” also changes in a positive way.
Furthermore fixed value in the model represents the value of our dependent variable, “image-attractive job”, when the values of “job security” variable and control
variables are zero, and this value is also significant and positive. As already stated,
R-squared value represents explanatory power of the model and this value was found
to be 31.6% for this model. Therefore it can be interpreted as this finding explains
31.6% of change in job security and one of the external motivational tools, “imageattractive job”*.2 As mentioned before, if a model is significant in the general sense
or not is tested by F-test. F-statistical value for this model was found to be 23.181
and probability of acceptance of null hypothesis as “0”. Therefore since null hypothesis is refused, our model is significant in the general sense.
Data in Table 5. indicate that there is a significant (P&lt;0.05) and positive correlation
between job security and all of the external motivational tools selected for this study,
and existence of job security has an impact on the perception of all the other motivational factors. On other words, if an employee perceives that he/she is provided
with job security, he/she perceives other motivational tools more positively. The result
obtained supports findings of the research done by Bakan and Büyükbeşe (2004) with
the purpose of measuring the dimension of relationship between job security and
motivation. They had asserted that “ones who perceive job security positively perceive
other motivational variables in the same way, too”. Findings of this study also support
Taşpınar’s (2006) conclusion that “in case employees perceive that they are under
the risk of being dismissed, they perceive other motivational tools negatively, too; on
the other hand the ones who believe that their employment in the organization will
be long-term perceive motivational tools more positively. The findings of this study
and also findings of two other studies mentioned above show that “job security factor alone is an important motivational tool for increasing employee motivation, and
*R-squared value is generally found to be high in time series applications and if this value is higher
than 0.7, it is suggested that the model has a high explanatory power. Whereas cross sectional data
(questionnaire data) is used for this study, and R-squared values can be low in cross sectional data even
if the model is proper (Tarı, 2005;81)

56

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

besides that it increases the effect of each other motivational tool offered in order
to motivate employees. Therefore in accordance with the results obtained through
analyses done, the hypothesis H2 asserting that “Existence of job security increases the
effect of external motivational tools” was accepted.
In Herzberg’s model concept of job security is defined as one of the Hygiene Factors
and lack of job security is claimed to be one of the reasons for a motivation (Eren,
2000, p. 488). In fact it is not expectable for an employee worrying about the results
of losing his/her job to be satisfied with any motivational tool other than job security.
Taking the data in Table 5. into consideration, one of the important points to be
discussed appears to be statistical results related to on which motivational tool job security is the most effective. Data obtained reveals that job security is the most effective
on variables of “Hierarchical Structure” (R-squared=0.414) and “Status-Promotion”
(R-squared=0.395) and the least effective on “Job safety”. The reason for this result
can be explained with termination of employment’s being only at the initiative of
managers. Since employees are hired on personal hiring decisions, they believe that
the future of their employment will be determined by the opinions of the managers
about themselves, not by the laws. When is it considered that laws protect only registered employees, hotel employees are quite right in their opinion. Therefore employees
perceive managers’ having good relationships with them as a kind of job security and
this tie between hierarchical structure and job security reveals the existence of a highly
significant relationship. “status and promotion”, second most effected factor by job
security, appears to be an expectation of only the ones believing that they would have
a long-term employment in the organization. It is unexpected for an employee to be
in need of gaining status or promotion unless he/she has job security. Therefore only
if employees are provided with long-term job security, a need of gaining status or promotion will be intensified. Even it can be assumed that having a long-term job security
would be most effective on “status and promotion” factor. Whereas since long-term
job security is dependent on good relationships with top management, “hierarchical structure’ factor moves ahead of “status and promotion”. It is impossible for an
employee who does not have a positive relationship with management to gain job
security. Otherwise it would be natural for an employee with long-term job security
(i.e. public servants) to have perception levels of job security most effective on positive
perception of “status and promotion” factor.
Also according to the results of the research done by Parity, a job placement company, effect of motivational tools on employee motivation is higher when job security

Volume 1

Number 2

July 2011

57

�Fazıl ŞENOL

is perceived positively (Keser, 2006, p. 95). The findings of this study also support
results of Parity’s research. In fact relationship between job security and motivation
will always stand as an important research subject due to their revealing possible effects of this relationship on employees.

Conclusion
Continuity of employment is essential for the existence of job security. In this regard it
is impossible to say that an employee who constantly worries about the future of his/her
employment would be motivated to work by any motivational tools. For this reason, it
can be affirmed that job security alone can function as an important motivational tool
in work atmospheres with high anxiety levels of job loss.
Findings of the study show that effect of motivational tools on employees is related
to their perception of job security in terms of future of their employment. This result
also supports previous researches suggesting that people working in the public service
have a more positive approach towards job security and thus in this sector job security
factor stays in the background when compared to other motivational factors.
For instance in Ağırbaş and Büyükkayıkçı’s study (2005) it has been found that chief
physician assistants in Turkey rank job security 16th among 19 variables. Results of
Sapancalı’s study (1993) on employees in the banking sector have revealed that job
security is ranked only 7th among 14 motivational tools. Job security has always
been ranked among three most important motivational factors. On the other hand
job security’s place in the priority ranking may show differences according to control variables. For instance in Kovach’s (1995) study normal employees perceived
job security as a more prior motivational factor than managers did. Priority of job
security can also change in times of economic recession. Adak and Hançer’s (2002)
study on motivational factors and organizational needs of 5 star hotel employees can
be cited as an example of this situation. Their findings showed that job security took
the first place among perceived motivational tools, due to the reason that the study
was done in a period of economic regression caused by 1999 Marmara Earthquake.
According to the findings obtained, priority of motivational tools are exposed to
change due to different reasons and the hypothesis claiming that motivation power
of motivational tools is related to employee’s perception level of job security has
been validated by the results of this study.

58

Journal of Economic and Social Studies

�The Effect of Job Security on the Perception of External Motivational Tools: A Study in Hotel Businesses

Negative perception of job security in an organization is a cause of a motivation and
an employee expectation. Therefore taking precautions enabling positive perception
of job security means this expectation is met. Since job security alone can also increase
the effect of other motivational tools, by providing it employers will also lower the cost
of external motivational tools to the organization. All other motivational tools can be
effective only if existence of job security is provided. It is not expectable for an employee with a fear of job loss to be motivated by pay rise or other rewarding methods.
According to the findings of this study, relationships with management play a prominent role rather than characteristics of the job. For this reason managers should
prefer to focus on external motivational tools in order to lead their employees to
success. This study indicates that external motivation level of employees in Turkey
(3.66) is lower than their internal motivation level (4.04)*. Therefore, managers in
the sector should put more emphasis on external motivation applications.
Findings explained by models constituted have shown that job security changes perception dimension of all the other external motivational tools. As P (Probability) value,
which shows the probability of rejecting the model, is (0) for all external motivational factors, models of the study are found to be significant.
The study has also revealed that job security is most effective on variables related to
“hierarchical structure” (R²=414). One of the findings of the study indicates that
there is an important correlation between employee motivation and organizational
structure, which suggests that managers’ treating all employees equally, bringing
fair approaches to the solution of problems and showing interest to their problems would play a crucial role in motivating employees. Managements’ attitudes
towards employees and the dimension of employee-management relationships are
also very influential on employee opinions regarding future of their employment in
the organization. If an employee perceives management’s attitude towards him/her
positively, he/she may have grounds to believe that he/she will not be dismissed. As
the findings of this study also confirm, in order to achieve an effective motivational
process, it is more important to eliminate hotel employees’ anxiety about job security than determining which motivational tools to be used.
Analysis results regarding perception levels of external motivational tools have shown
that two least perceived factors are “profit participation” (3.31) and “wage” (3.32).
Answers given to variables grouped under this factor indicate that hotel employees are
* In Şenol’s (2010:225) study on the employees of the same sector, internal motivation levels were
determined as 4.04, where external motivation level is 3.66.

Volume 1

Number 2

July 2011

59

�Fazıl ŞENOL

not pleased with the fact that although they work hard, their performance does not
provide an extra income rise. For this reason it can be concluded that income rise is
one of the leading motivational tools to increase hotel employees’ motivation. In fact
“the person who works harder earns more” is one of the basic principles of classical
organization theories, and increasing income in an organization is accepted as a reason
for motivation increase. For instance in the study of Goldsmith &amp; Darity testing the
validity of the hypothesis “Organizations can increase labor productivity by paying
employees wage premiums proportional to their performances”, it was observed that
job motivation of employees, who started to get higher wages due to productivity, increased (Chiu, 2004, p. 38). And the analysis results obtained in this study show those
hotel employees in Turkey consent working hard as long as it is reflected in their wages.
Therefore, managers are supposed to try motivational applications providing income
increase, as employees perceive not being rewarded for good performance as a lack of
very important external motivation. In fact during the high season employees’ social
life almost comes to an end due to workload. For this reason managements should support high performance in the season with extra premiums or meet employee expectations by giving holiday opportunities to them with their families during low season. It
is possible to increase employees’ commitment to the organization and their mood and
motivation by supportive applications like these kinds of gifts. Employers can hardly
achieve labor productivity by having employees work under the thread of job loss. On
the contrary this thread would lead to negative effects on employee health and to employee misbehavior like tardiness, evasion, damaging equipment for revenge or misuse
of them, the invisible costs of which would be much higher than mentioned rewards.
Limitations of the Study
The research was intended to include participation of 500 employees working in 4
and 5 star hotels randomly chosen from regions in Turkey with dense accommodation. Whereas number of questionnaires fell below the target because questionnaire
forms did not return from some of the hotels in estimated time. Obtained 414
questionnaire forms constitute 82% of the total number of forms, which can be
considered as a high percentage. It was difficult to persuade hotel managements to
deliver the forms on the grounds that employees were asked to fill in them in the
months of July and August, regarded as high season, and forms would take their
time and make them busy.
Due to the reason that standard questionnaire forms were used in obtaining research
data, limitations common to all questionnaire studies such as scope, sample, measurement and ambiguity are also among the possibilities for this study.

60

Journal of Economic and Social Studies

�References
Adak, N., &amp; Hançer, M. (2002). Otel Personelinde Güdüleme Faktörleri: Kuşadası
Örneği. Anatolia: Turizm Araştırmaları Dergisi, 13(2),155-161.
Ağca, V., &amp; Ertan, H.(2008.) Duygusal Bağlılık İçsel Motivasyon İlişkisi: Antalya’da
Beş Yıldızlı Otellerde Bir İnceleme, Afyon Kocatepe Üniversitesi, İ.İ.B.F. Dergisi.
10 (2),135-156.
Ağırbaş, İ. Çelik Y, Büyükkayıkçı H. (2005).Motivasyon Araçları Ve İş Tatmini:
Sosyal Sigortalar Kurumu Başkanlığı Hastane Başhekim Yardımcıları Üzerinde
Bir Araştırma. Hacettepe Sağlık İdaresi Dergisi, 8 (3),326-350.
Ay, Ü. (1995). Örgütsel İş Duyumu Etkenleri ve Doyum Düzeylerine İlişkin
Yurtkur’da Bir Araştırma. Ç.Ü.İkt. ve İdr. Bil. Fak. Dergisi,.1(67),523-546.
Abay, M. (2004). Otel İşletmelerinde Çalışan Personelin Motivasyon Sorunlarına Yönelik Bir Araştırma, (Yayımlanmamış Yüksek Lisans Tezi), Sakarya Üniversitesi
Sosyal Bilimler Enstitüsü, Turizm İşletmeciliği A.B.D.
Bakan, İ., &amp; Büyükbeşe, T. (2004). Çalışanların İş Güvencesi Ve Genel İş Davranışları
İlişkisi: Bir Alan Çalışması. Erciyes Üniversitesi İktisadi ve İdari Bilimler Fakültesi Dergisi, Temmuz-Aralık, (23), 35-59.
Batman, O., Met Ö.L.,Abay M. (2007). Otel İşletmelerinde Çalışan İşgörenlerin
Motivasyon Sorunlarına Yönelik Bir Araştırma. Üçüncü Sektör Kooperatifçilik
Dergisi, 42 (2), 1-12 ).
Birdir, K. (2001). Otel Çalışanlarını Motive Eden Faktörler: Bir Alan Araştırması
ve Sonuçları. Erciyes Üniversitesi Nevşehir Turizm İşletmeciliği ve Otelcilik Yüksekokulu ve Kapadokya Turistik Otelciler ve İşletmec. Derneği Hafta Sonu Semineri, Şubat, VII, 68-78.
Brief, P. A., &amp; Aldag, R. J. (1977). The Instrinsic-Extrinsic Dichotomy: Toward
Conceptual Clarity, Academy of Management Review, 2 (3), 496-500.
Brislin, R.W., Kabigting, F. Macnab, B. Zukis, B. Worthley, R. (2005). Evolving
Perceptions of Japanese Workplace Motivation. International Journal of Cross
Cultural Management, 5 (1), 87-103.
Chiu, S. K. (2004). The Linkage of Job Performance to Goal Setting, Work Motivation,
Team Building, and Organizational Commitment in the High-Tech Industry in
Taiwan , (Yayınlanmamış doktora tezi). H. Wayne Huizenga School of Business and Entrepreneurship Nova Southeastern University Doctor of Business
Administration.

�Çeltek, E. (2004). Motivasyon Yönetimi. İşgüç e-dergi, İnsan Kaynakları, 6,(1),8-17
Domenighetti, G., D’avanzo B.&amp; Bısıg B. (2000). Health effect of job insecurity among employees in the Swiss general population. International Journal of
Health Services. 30 (3),477- 490.
Efil, İ. (1993).İşletmelerde Yönetim ve Organizasyon, Bursa: Uludağ Üniversitesi
Yayınları.
Erdoğan, İ. (1996). İşletme Yönetiminde Örgütsel Davranış, İstanbul: İstanbul Üniversitesi İşletme Fakültesi Yayını. No.266.
Eren, E. (1993). Yönetim ve Organizasyon, İstanbul: Beta Yayınları.
Eren, E. (2000). Örgütsel Davranış ve Yönetim Psikolojisi,(Genişletilmiş Altıncı
Baskı). Istanbul: Beta Yayınları.
Ertan, H. (2008). Örgütsel Bağlılık, İş Motivasyonu ve İş Performansı Arasındaki İlişki:
Antalya’da 5 Yıldızlı Otel İşletmelerinde Bir İnceleme. (Yayınlanmamış Doktora
Tezi). Afyon Kocatepe İniversitesi Sosyal Bilimler Ens. İşletme A.B.D.
Filiz, A. (2002). Motivasyon İle Yüksek Verim, Seminer Notları, Ati Mühendislik
Eğitim Yönetim Danışmanlık, PAGEV Plastik Dergisi, İstanbul: Plastik Ambalaj Teknolojisi, Kaynak Elektrik, Temmuz.
Güzel, A. (2001). İş Güvencesine İlişkin Temel İlke ve Eğilimler Işığında Yasa
Tasarısının Değerlendirilmesi. İş Güvencesi Yasa Tasarısının Değerlendirme
Semineri,, İstanbul: İstanbul Barosu Yayınları. (19-49)
http://www.psikoloji.gen.in/p8215/is-kaybi-korkusu-calisanlarin-ruh-sagliginiolumsuz-etkiliyor.
Hanks, K. (1999). İnsanları Motive Etme Sanatı, (I. Baskı), (C. İkizler, çev.),
İstanbul: Alfa Yayınları, Temmuz.
Huberman, B. A., Loch, C. H., &amp; Onculer, A. (2004). Status as Valued Resource.
Social Psychology Quarterly, 67 (1), 103-114.
İncir, G. (1985). Çalışanların Motivasyonuna Genel Bir Bakış, Ankara: Verimlilik
Dergisi, Mili Prodüktivite Merkezi Yayınları.
İncir, G. (2002). Motivasyon Modellerinde Son Gelişmeler. Verimlilik Dergisi, Ankara: MPM Yayını, (3),69-82.
İncir, G. (2000). Motivasyon İçin Ödül Programları. Verimlilik Dergisi, Ankara:
MPM Yayını, (4),47-60.
Kalaycı, Ş. (2009). (Albayrak, S.A., Eroğlu, A., Kalaycı, Ş vd.) SPSS Uygulamalı
Çok Değişkenli İstatistik Teknikleri, 4.Baskı, Ankara:Asil Yayınları.

�Keenan, K. (1996). Motivasyon, (E. Koparan çev.). İstanbul: Remzi Kitapevi.
Keser, A. (2006). Çalışma Yaşamında Motivasyon, Birinci Baskı, Bursa: Alfa Akademi Yayınları.
Koç, M. (2005). Tüm Yönleriyle İş Güvencesi, Ankara: Yaklaşım Yayıncılık, Ocak,
20-33.
Kovach, A. K. (1987). What Motivates Employees? Workers and Supervisors Give
Different Answers. Business Horizons, 30 (5), 58-66.
Kovach, K.A. (1995), Employee Motivation: Addressing A Crucial Factor In Your
Organization’s Performance, Employee Relations Today, 22 (2), 93-105.
Lam, S. K., Schaubroeck J. &amp; Aryee S. (2002). Relationship Between Organizational Justice and Employee Work Outcomes: A Cross-National Study, Journal
of Organizational Behavior, 23 (1), 1-18.
Leung, K., Smıth P. B., Wang Z. &amp; Sun H. (1996). Job Satisfaction in Joint Venture
Hotels in China: An Organizational Justice Analysis, Journal of International
Business Studies, 27 (5), 947-962.
Lındner, J.R. (1998). Understanding Employee Motivation. Journal of Extension,
36 (3) ,28-43.
Mandy, R.W. &amp; Noe R.M. (1987). The Management Human Resources. Allyn and
Bacon Inc., (3rd Edition), Boston: Allyn and Bacon Inc.
Mottaz, J. C. (1985). The Relative Importance of Intrinsic and Extrinsic Rewards as
Determinants of Wok Satisfaction, The Sociological Quarterly, 26 (3), 365-385.
Murphy, P. K. &amp; Alexander, P.A. (2000). A Motivated Exploration of Motivation
Terminology. Contemporary Education Psychology, 25 (1), 3-53.
Nelson, B.(1999). Çalışanlarınızı Ödüllendirmenin 1001 Yolu, (S.Egeliler çev.),
İstanbul: TÜGİAD’ın katkılarıyla Rota Yayınları.
Öktem, M. K. (1991). Güdüleme Kurumları ve Yetişen Kamu Yöneticilerimiz: X ve Y
Kuramları Üzerine Bir Alan Araştırması. Eylül, AİD, 24 (3), 47-61.
Ölçer, F. (2005). Departmanlı Mağazalarda Motivasyon Üzerine Bir Araştırma. Erciyes Üniversitesi, İ.İ.B. Dergisi, Sayı.25, 53-76.
Önder, Ç., &amp; Wastı, A. (2002). İş Güvencesi Endeksi ve İş Güvencesi Memnuniyeti
Ölçeği: Güvenilirlik ve Geçerlilik Analizi, Yönetim Araştırmaları Dergisi, Cilt 2,
Sayı,1 (23-47).

�Özyaman, F.B. (2007). Hemşirelerde İş Güvencesi Algısı ve Anksiyete ve Depresyon
Düzeylerinde Etkisi, (Yayınlanmamış Doktora Tezi), İzmir Dokuz Eylül Üniversitesi Sağlık Bilimleri Enstitüsü.
Pailhe, A. (2002). Working Conditions: How Are Older Workers Protected in
France? Population (English Edition), 60 (1/2), 93-118.
Pfeffer, J. (1995).Rekabette Üstünlüğün Sırrı: İnsan, (2.Baskı). (S.Gül çev.). İstanbul:
Sabah Kitapları, Cem Ofset.
Poyraz, K., &amp; Kama B.(2008). Algılanan İşgüvencesinin İş Tatmini, Örgütsel
Bağlılık ve İşten Ayrılma Niyetleri Üzerindeki Etkilerinin İncelenmesi. Isparta: SDÜ İktisadi ve İdari Bilimler Fakültesi Dergisi, 13(2), 143-164, 25 Mayıs
2009. http://iibf.sdu.edu.tr/dergi/files/2008_2_9.pdf.
Probst, T.M., &amp; Brubaker TY.L. (2001). The effects of jop insecurity on employee
safety outcomes: cross-sectional and longitudinal explorations. Journal of Occupational &amp;Health Psychology, April, 6 (2),139-159 September 14,2009, from
http://www.ncbi.nlm.nih.gov/pubmed/11326726?ordinalpos=2&amp;itool=EntrezS
ystem2.PEntrez.Pubmed.Pubmed_ResultsPanel.Pubmed_DefaultReportPanel.
Pubmed_RVDocSum.
Sabuncuoğlu, Z., &amp; Tüz, M. (1998). Örgütsel Psikoloji, (3.Baskı). Bursa: Alfa
Yayınları.
Schwartz, H., &amp; Davıs M.S. (1981). Matching Corporate and Business Strategy.
Organizational Dynamics, 10 (1), 30-48.
Simons, T., &amp; Enz C.A. (1995). Motivating Hotel Employees: Beyond The Carrot
and The Stick. Cornell Hotel and Restaurant Administration Quarterly, 36 (1),
20-27 from http://cqx.sagepub.com/cgi/content/abstract/36/1/20.
Smitis, A., Pruyn A.T.H., &amp; Riel C.B.M. (2001). The Impact of Employee Communication and Perceived External Prestige on Organizational Identification.
The Academy of Management Journal, 44 (5), 1051-1062.
Smith, L. (1999). An Evaluation of Programmes for Staff in NHS and Hotel Ancillary. Staff Facilities, 17 (7/8), 264-271.
Sekaran, U. (1992). Research Methods for Business: A Skill Building Approach, John
Wiley, New York.
Süzek, S. (2006). İş Hukuku, (3.Basım), İstanbul: Beta Yayınları.
Şenol, F. (2010). Motivasyon Araçlarının Algılanmasında İşgüvencesinin Etkisi: Otel
İşletmelerinde Bir Araştırma, (Yayınlanmamış Doktora Tezi), Afyon Kocetepe
Üniversitesi.

�Taşkent, S. (1992). İş Güvencesinin Çalışma Hayatındaki Önemi ve Mevcut
Düzenlemenin Yarattığı Sorunlar. Aktin Feshinde Yargı Denetimi Sempozyumu,
Ankara: Türk-İş Yayını, (38-39).
Taşpınar, F. (2006). Motivasyon Araçlarının İşgören Motivasyonu Üzerindeki Etkisi: Afyonkarahisar İlindeki Termal Otel İşletmelerinde Bir Araştırma, (Yayınlanmamış
Yüksek Lisans Tezi) Afyonkarahisar Sosyal Bilimler Enstitüsü, İşletme Ana Bilim Dalı.
Telman, N., &amp; Ünsal P. (2004). Çalışan Memnuniyeti, (Birinci Baskı). İstanbul:Epsilon
Yayınları.
Usal, A., Kurgun, O.A., (2003). Turizm İşletmelerinde Maliyet, 2.Baskı, Ankara:Detay
Yayinları.
Toker, B. (2008). Motivasyonda Kullanılan Özendirme Araçlarının İş Doyumuna
Etkileri: Beş Ve Dört Yıldızlı Otel İşletmelerinde Bir Uygulama. Ege Akademik
Bakış, 8 (1), 69-91.
Ulucan, D. (1982). Çalışma Hakkı ve İş Güvencesi, İstanbul: İ.Ü.Siyasal Bilgiler
Fakültesi’nin Yaşar Doğanay’ın Anısına Armağan 2.
Ünlüönen, K., Ertürk M. and Atınç O. (2007). Otel İşletmelerinde Psiko-Sosyal
Motivasyon Araçları ve Bu Araçların Farklı Departmanlar Üzerindeki Etkisine
Yönelik Ankara ve İzmir Otellerinde Bir Uygulama. Elektronik Sosyal Bilimler
Dergisi, 6 (19), 09-32, 27 Mayıs 2009, www.e.sosder.com.
Wiley, C. (1997). What motivates employees according to over 40 years of motivation surveys. International Journal of Manpower, Copyright ©,MCB UP Ltd,
3 (18), 263-280 form http://www.emeraldinsight.com/Insight/ViewContentSe
rvlet?Filename=Published/EmeraldFullTextArticle/Articles/0160180303.html.
Yamane, T. (2001). Temel Örnekleme Yöntemleri. (E.Alptekin, A.Bakır, C.Aydın, E.
Gürbüzsel çev.), İstanbul: Literatür Yayıncılık.

�Appendix 1
Definitive Statistics About External Motivational Variables Used
in the Questionnaire
STATEMENTS RELATED TO EXTERNAL MOTIVATION

X

1. Facilities like meetings, seminars and conferences are provided
3.741
by professionals.
2. Management encourages us to do our best.
4.057
3. The hotel I am working in has proper physical conditions (e.g.
4.167
light, heat)
4. believe that work performance is evaluated fairly.
3.868
5. I believe that the hotel will provide better financial opportunities. 3.641
6. There is an efficient communication between departments.
4.000
7. ur complaints and suggestions are taken for granted by the
3.794
management.
8. We have sufficient tools and equipment affecting performance
3.891
positively.
9. I have education and self-training opportunities in workplace.
3.866
10. Working hours are obeyed on in this workplace.
4.000
11.I believe that my wage is a sufficient compensation for my
3.367
performance.
12. My managers are helpful in settling disputes with my coworkers
3.955
and customers.
13. Holidays and leave days are effective on my motivation.
4.320
14. I have good relationships with my co-workers.
4.227
15. I have promotional opportunities at work.
3.754
16. I have good relationships with my managers.
4.120
17. Managers here rightfully earned their status.
3.768
18. ips are distributed fairly in this workplace.
3.567
19. Here exists discrimination among employees.
2.548
20. I can involuntarily be assigned to a different position.
2.851
21. I believe that this hotel has rightfully earned its star.
4.127
22. can share my personal and family problems with managers. 3.265
23. Customer leaves the hotel satisfied.
4.150
24. Management reacts positively to my leave request.
3.901
25. Emloyees are informed about financial condition of the
3.437
business.
26. I spend time with my managers outside work.
3.162
27. I spend time with my co-workers outside work.
4.005
28. My co-workers help me with the solution of my problems.
3.553
29. Managers help me with the solution of my personal problems. 3.263
30. am asked for advice on a subject related to my work.
3.599
31. am rewarded for success.
3.366
32. am granted leave when need.
3.967
33. My birthday is celebrated in the workplace.
3.563
34. Working hours are strictly controlled in the workplace.
3.916

SS

1
%

2
%

3
%

4
%

5
%

1.180 7.48 8.73 14.71 40.40 28.68
0.932 2.48 4.71 11.66 46.90 34.24
0.889 2.46 2.71 9.61 46.06 39.16
1.007 2.73 7.44 19.35 41.19 29.28
1.073 4.48 9.95 25.12 37.81 22.64
1.015 4.19 4.43 13.05 43.84 34.48
1.098 4.70 8.66 18.07 39.85 28.47
1.047 5.19 5.19 14.07 46.42 29.14
1.102 4.96 7.94 14.64 40.45 32.01
1.118 5.74 5.99 9.98 39.15 39.15
1.241 10.86 13.09 23.95 32.59 19.51
0.986 2.48 7.69 12.90 45.66 31.27
0.930
0.877
1.074
0.873
1.141
1.186
1.375
1.315
0.946
1.297
0.889
0.942

3.2
2.74
3.92
2.24
5.12
8.35
31.71
20.54
2.21
12.75
2.72
2.20

2.46
2.47
9.07
2.80
10.00
10.57
21.22
21.53
4.18
17.25
2.47
6.04

5.67
5.75
22.06
10.92
18.54
19.41
18.29
21.78
13.27
19.50
9.38
18.41

36.45
47.40
37.50
48.74
35.61
39.31
18.05
24.50
39.31
31.75
47.90
46.15

52.22
41.64
27.45
35.29
30.73
22.36
10.73
11.63
41.03
18.75
37.53
27.20

1.215 6.6 20.05 17.85 33.99 21.52
1.343
1.048
1.224
1.289
1.158
1.250
0.983
1.336
1.116

15.71
3.99
9.38
12.66
5.97
9.17
3.21
10.47
5.93

18.70
6.98
11.60
17.62
14.18
18.61
5.19
15.21
7.16

16.71
9.73
16.05
18.11
16.67
18.89
15.06
11.97
9.63

31.42
43.14
40.25
34.00
40.30
33.06
44.69
32.17
43.95

17.46
36.16
22.72
17.62
22.89
20.28
31.85
30.17
33.33

�35. Employees are provided with free food and tea or coffee by the
hotel.
36. am extra paid for good performance.
37. I can change my shifts with other co-workers.
38. Meals provided for personnel are pleasing.
39. Hotel’s architectural design is appropriate to service flow.
40. The place I stay has proper hygiene and health conditions.
External Motivation Level

4.229 1.027 3.45 5.42 6.65 33.99 50.25
2.644
3.657
3.867
4.000
3.960
3.665

1.374
1.228
1.016
0.986
0.994

29.32
9.32
3.79
2.49
3.95

20.05
9.57
6.62
5.47
3.62

17.79
13.60
16.40
15.42
16.78

22.56
41.06
45.43
43.03
43.75

10.28
26.45
27.76
33.33
31.91

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22491">
                <text>1066</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22492">
                <text>The Effect of Job Security on the  Perception of External Motivational  Tools: A Study in Hotel Businesses</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22493">
                <text>ŞENOL, Fazıl </text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22494">
                <text>Hotel guests’ satisfaction with service and product depends largely on employees’  doing their job willingly and readily because of the direct relationship between  employee motivation and quality of products. Therefore some internal or external  means of interference are needed throughout management processes in order to  motivate employees. In this study external motivation levels of employees working  in hotel businesses and as an independent variable, job security factor’s effect on the  perception of external motivational tools are investigated. Population of the study  consists of hotel employees working in 4 and 5 star hotels in Turkey. A sample of 24  hotels was chosen from cities with dense tourism activities. The study was conducted  in the months of July and August of 2009 and 414 employees participated in the  survey. Regression Analysis Methods are used in analyzing the data. The results of the  study have shown that there is a meaningful relationship between job security and  external motivational tools and existence of job security is effective on the perception  levels of all other external motivational tools. Based on the analysis results obtained  it has been concluded that job security is most effective on factor variables related to  ‘Hierarchical Structure’ among other external motivational tools.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="45">
            <name>Publisher</name>
            <description>An entity responsible for making the resource available</description>
            <elementTextContainer>
              <elementText elementTextId="22495">
                <text>International Burch University</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22496">
                <text>2011-01</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22497">
                <text>Article
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="17">
        <name>H Social Sciences (General),HB Economic Theory,HG Finance</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2901" public="1" featured="0">
    <fileContainer>
      <file fileId="3671">
        <src>https://omeka.ibu.edu.ba/files/original/f3773b94c01c3810bca1a27b3e4ab725.pdf</src>
        <authentication>982967f3446dd2516fa6d6e22747d848</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22505">
                    <text>Bilgi Ekonomisi ve Yönetimi Dergisi / 2011 Cilt: VI Sayı: II

STUDENTS’ PERCEPTIONS OF IT SUPPORTED LEARNING

Meliha HANDZIC*
Merdžana OBRALIC**
Emir CICKUSIC***

Abstract: The objective of this study was to examine the university students’ perceptions and
intentions towards IT supported learning. Eighty-eight undergraduate students from the
engineering and management departments of a young private university in Bosnia and
Herzegovina participated in the survey. In responding to the questionnaire, the participants gave
their opinions about IT medium richness, self-efficacy, and usefulness, ease of use, social norms
and intentions to use IT in their day-to-day learning. The results revealed significant differences
in perceptions and intentions between junior and senior students. Juniors had significantly higher
regard for IT medium richness and felt higher social norms pressure, but expressed lesser
intentions to use IT tools due to their poorer self-efficacy beliefs. The findings suggest the need
for more and earlier students’ IT exposure and practice in order to gain better skills and form
more favorable usage intentions sooner.

All rights reserved by the JKEM

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22499">
                <text>1552</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22500">
                <text>Students’ Perceptions Of It Supported Learning</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22501">
                <text>HANDZIC, Meliha
OBRALIĆ, Merdžana
CICKUSIC, Emir</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22502">
                <text>The objective of this study was to examine the university students’ perceptions and intentions towards IT supported learning. Eighty-eight undergraduate students from the engineering and management departments of a young private university in Bosnia and Herzegovina participated in the survey. In responding to the questionnaire, the participants gave their opinions about IT medium richness, self-efficacy, and usefulness, ease of use, social norms and intentions to use IT in their day-to-day learning. The results revealed significant differences in perceptions and intentions between junior and senior students. Juniors had significantly higher  regard for IT medium richness and felt higher social norms pressure, but expressed lesser intentions to use IT tools due to their poorer self-efficacy beliefs. The findings suggest the need for more and earlier students’ IT exposure and practice in order to gain better skills and form more favorable usage intentions sooner.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22503">
                <text>2011</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22504">
                <text>Article
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="6">
        <name>H Social Sciences (General)</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2902" public="1" featured="0">
    <fileContainer>
      <file fileId="3672">
        <src>https://omeka.ibu.edu.ba/files/original/03e8eb8c5922e186d7f91b61bc2d9063.pdf</src>
        <authentication>babdcaf19e0c7d3d79cd7314832944d3</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22512">
                    <text>1st International Conference on Foreign Language Teaching and Applied Linguistics
May 5-7 2011 Sarajevo

Culture-focused learning in the EFL classroom: Materials and approaches
Janet M.D. Higgins
Okinawa University, Japan
jmdth@yahoo.com

Abstract: In this presentation, I introduce approaches and materials that I have developed
with university students studying English as a foreign language in Okinawa Prefecture,
Japan, to focus on cultural diversity and regional identity.
Okinawa is the southernmost Prefecture in Japan. It has a rich cultural tradition that was at
its height in the ‗Golden Age‘ of the 15th century. One of my teaching goals is to help
students identify the special features of this living heritage and to be able to talk about and
explain them to visitors in English. Since we clearly learn about our own culture through
contrasting it with others, my materials are also multicultural. Several sets of materials
are introduced:
Using the vehicle of The Guided Walk to identify, research, and make presentations about
local cultural artifacts. This includes students assuming the role of tour guide.
Looking at what artifacts we can find on the streets in cities outside Japan.
Examples from a government funded CALL project in which our team is compiling
regional-focused lexical materials in a visual dictionary.
Key words: culture-focused learning materials, Okinawa, visual multilingual dictionary

1. Background
In this presentation, I introduce approaches and materials that I have developed with university students
studying English as a foreign language in Okinawa Prefecture, Japan, to focus on cultural diversity and regional
identity.
Okinawa is the southernmost prefecture in Japan. It has a rich cultural tradition that was at its height in
the ‗Golden Age‘ of the 15th century. It was incorporated into Japan from the 17th century. Although sharing
many aspects of mainstream Japanese culture, it still retains many treasures from its earlier identity. It also has a
local language/dialect, but this is disappearing. One of my teaching goals is to help students identify the special
features of this living heritage and to be able to talk about and explain them to visitors in English, or to introduce
them to people they meet when travelling abroad.
The language level of course participants is mixed. They range from 2 - 4th year students with a variety
of language experience. Some have spent one year studying abroad in an English speaking country, some are
overseas students, and some have limited knowledge.
The activities and materials I have chosen to introduce are two closely related practical projects which
involve fieldwork and student presentations, and a multilingual, multimodal CALL dictionary project being
developed at Okinawa University by our 3-person team and funded by the Japanese Ministry of Education. For
the first two, I will explain the activities, and give examples of students‘ work. For the third, I will give several
examples of the materials.

2. Activities
Of the two activities I will introduce, the second, The Guided Walk, is the most complex and was
developed first. The first, Street Life, was the result of my interest in photography and travel, and specifically
developed as a result of a conference trip I made in 2010. I wanted to share my impressions of the city of
Granada in Spain with my students, and searched for a vehicle that would also be a teaching and learning
opportunity. I subsequently found that what I had developed complemented The Guided Walk in a very useful
way.

2.1 Street life
Born then out of working with the photos I brought back from Granada, the Street Life activity can be
conceptualized as a simple but effective way of reflecting on what cultural artifacts are, and recognizing the
distinctiveness of one‘s own cultural artifacts through comparisons with those of other cultures.
We grow up seeing the world around us as the way the world ‗is‘. Exposure through media to other
cultures does not necessarily change our view that ‗our cultural world‘ is ‗the norm‘, and that the others are
‗strange‘, or at least not the norm. We take for granted the cultural artifacts we live among and with which we
operate. By artifacts, I refer to objects, living and non-living, with which we cohabit, as well as ways of acting. It
can often be difficult to recognize what these artifacts are because we are so familiar with them. It may also be

664

�1st International Conference on Foreign Language Teaching and Applied Linguistics
May 5-7 2011 Sarajevo
the case that interpretations of them are imposed on us by authority figures, political and social institutions, and
so forth.
One way of stepping back and discerning the artifacts with which we are so familiar and which create
our cultural world, is to look at those of other cultures. I chose Granada because of its place in the history of
Christian and Muslim interactions in Spain. My students have little familiarity with European life and
institutions and even less with those of the Muslim world. I chose photos of things that were unfamiliar and
things that were familiar but different. While focusing on artifacts and what we can find in the streets, we might
think that we are dealing with superficialities. However, what may appear superficial may have a much deeper
significance, and it such a level that I hope to reach.
Let me introduce examples from the PowerPoint presentation I created for this activity. It begins with
photos of the narrow streets of the old Moorish town and the wide streets of the new European town developed
by the Christian monarchs. We then look at what we can find on the streets, (Figures 1 and 2), and students try to
work out what each photo shows.
Figure 1
What is the purpose of this? ….. And this?

Students recognized the function of the doorknocker in Figure 1, but several of them found the hand
eerie and they were very uncomfortable with the idea of using it.
Figure 2
What are these?

And this?

I was particularly interested in the right hand photo of the street light in Figure 2. Its shape reflects the
mocarabes decorating the niches and arches of many of the rooms in the Alhambra. But what do mocarabes
represent? We talked about this in class.
The next stage of the activity is for the students to choose one of the photos, explain the artifact, and
find an Okinawan equivalent or related example. Figure 3 shows the work of one student. He explained the
significance of the design of the light, found an interesting street light in Okinawa and told us the significance of
the design. Although we needed to expand this further by explaining why this traditional hat is shaped in this
way and with these specific colours, this piece of work shows the type of thought, research, and skills that I am
hoping to encourage and foster.

665

�1st International Conference on Foreign Language Teaching and Applied Linguistics
May 5-7 2011 Sarajevo
Figure 3
Street Light by E-san

The street light in Granada has an interesting shape. It has a long story. Mohammed,
who wrote down in the Koran the message he received from God, hid in a cave to
escape his enemies. When he was hiding, a spider‘s web covered the entrance to the
cave and saved him. That street light‘s motif is taken from the stalactite shapes in
the interior of the cave.
I found interesting street lights in Shin-toshin in Naha. The shape is the Hana-gasa
which is Okinawa‘s traditional hat.
In describing the objects in the photos, students have to grapple with the language used for describing
physical attributes, functions, and significance. This is good training for The Guided Walk activity.

2.2 The Guided Walk
The Guided Walk is a well respected and popular leisure activity. It is not only attractive to tourists, but is a
regular event in many local communities. My version of the Walk consists of a progression of tasks which focus
on the language used to lead a Guided Walk, and involves learning and practising how to describe and explain
cultural artifacts.
2.2.1 Descriptive Language
Since the language level of the course participants is often low, I provide content prompts, example
expressions, and model descriptions for items such as buildings, local flora, local food, local restaurants, a local
activity or job. We intersperse work on descriptive language with the other activities.
Figure 4 An example of content prompts
Describing a building
 its name in Japanese and /or Uchinaguchi; the meaning/translation of this in
English
 its purpose
 its age
 what it is built of
 other
* Uchinaguchi is local Okinawan dialect

2.2.2 Fieldwork 1
Figure 5 is an excerpt from one the worksheets we use. The map delimits the area we investigate. In
this case it is a small community close to the university. The students are divided into groups and asked to walk
around the area searching out things that they feel are typical of Okinawa or the area, or that they think visitors
will be interested in. They are asked to take photos of them, both close up and in their natural surroundings.

666

�1st International Conference on Foreign Language Teaching and Applied Linguistics
May 5-7 2011 Sarajevo

Figure 5

2.2.3 Post-field work 1
Each group works on descriptions of their artifacts and designs a Guided Walk round the area.

2.2.4 Guiding language
We study expressions we can use for different stages of the Guided Walk. These include: explaining
our tour goal, beginning the tour and getting visitors attention; pointing out features as we walk; asking questions
of the group; answering questions of the group; ending the tour.

2.2.5 Field work 2
The members of each group take turns using the guiding language and escorting us round the area.
Other group members are encouraged to answer questions. Figure 6 provides some examples of what the
students said on one Walk.
Figure 6 Scripts of the guides in action (revised)
1. This is an old house in the Okinawan style. If you look at the roof, you will see two things like lions.
They are called "shisa" in the Okinawan local language. If you look carefully at the ―shisa" you will find
they are different. The mouth is open for the male on the left, and the mouth is closed for the female on
the right.
Q: Does anyone know why they are different?
A: The mouth of the male is open so that he can make evil spirits leave. The mouth of the female is
closed so that she can keep the good things of the family.
[X-san]
2. If you look on the right, you‘ll see an old Okinawa style roof. It is called "Akagawara" which means
"red roof".
Next, on the left, you'll see a big tree. It's a "Gajimaru"or banyan. It is a very famous tree in Okinawa
because a fairy called "Kjimunaa" lives in this tree according to Okinawan legend.

667

�1st International Conference on Foreign Language Teaching and Applied Linguistics
May 5-7 2011 Sarajevo
[K-san]
3. Ladies and Gentleman, please look over here. This is ―utaki‖ in the local Okinawan language. People
believe that the god of the area lives here. They come here to pray for their safety.
[S-san]

2.2.6 Presentations
Each group works together to create a PowerPoint presentation of their Guided Walk. It contains the
photos they took during fieldwork and their descriptions. This activity simulates the actual Walks. Sometimes
the weather or time does not permit us to complete field work 2. As they show their PowerPoints, group
members point the route out on the area map and use guiding language. Figure 7 shows students working
together on their presentations, and Figure 8 shows a moment during a presentation.

Figure 7

Figure 8

668

�1st International Conference on Foreign Language Teaching and Applied Linguistics
May 5-7 2011 Sarajevo

3. A multilingual, multimodal culture-focused dictionary project
For the last 5 years, two colleagues and I have been working on a Japanese Ministry of Education funded project
to create multilingual and multicultural lexical resources for our students. The need was felt by the English, Chinese
and Japanese language teachers at the university for lexical materials that would focus on Okinawan cultural
artifacts. Our textbooks and dictionaries are sadly lacking in such materials. For instance, the English language
textbooks and dictionaries available are British and American English based. They do not provide help to students
who want to talk about and explain their Okinawan life experiences. Our goal was to create a series of units in which
we could introduce locally appropriate lexical items.
Each item is presented in English, Chinese and Japanese, in written and spoken form, and is illustrated by a
photograph or short video. We have tried to use videos for actions (verbs) and photos for objects (nouns). Figure 9 is
of a screen showing a dictionary entry. On the right are the languages in which students can choose to see or listen to
the item. On the left is the menu for the unit. They can click to move between subsections
Figure 9

In addition to an item itself, we have created a number of short example sentences that show the use of the
item in a natural content. This allows us, for example in English, to show a noun being used in the indefinite, definite
or plural forms, with the appropriate articles. Verbs are used in various tenses and forms. We also have a cultural
note section for many items in which we explain cultural points that are specific to the different language users.
These sections are therefore different for the three language versions.
The organization of the units varies according to the topic. Our units on Arriving at and Departing from
Naha Airport, contain both object focused sections (souvenirs, airport amenities) and process focused sections
(checking in, going through immigration). Learning activities include recognizing and using the items in short
conversations, and using the items in sequences. Figure 9 shows a dictation exercise.
Figure 10

669

�1st International Conference on Foreign Language Teaching and Applied Linguistics
May 5-7 2011 Sarajevo
Our unit on the Tsuboya Pottery district of Naha is more complex. The items are first introduced in related
topic sets and collected in photo galleries. They are then used in various activities. One for example is learning about
the pottery making process. Another is interviewing a local potter and a local architect. Another is acting as a tour
guide to the district. We intend the materials to be used for self-study and in the classroom. We would like the items
to be used in extended conversations, in the preparation of speeches, interviews, and guided tours. More details
about this project can be found in my poster presentation at this conference.

4. Final comments
The three sets of materials I have introduced in this presentation are all aimed at encouraging and enabling
students to observe, explain, share, and value their local culture and identities as they challenge themselves to
communicate in English In their various ways, the materials and the methodology are designed to stimulate students
by providing interesting authentic and semi-authentic learning opportunities.

5. References
Higgins, J.M.D. (2009) Sharing our culture with visitors: English for Tour Guides. In
Eds. Dantas-Whitney, M. &amp; Rilling, S., Authenticity in the Adult Classroom.
TESOL Classroom Practice Series. p.19-27. Virginia: TESOL.
Higgins, J.M.D. (2007) Developing regional culture-oriented lexical resources for language learners. In,
Department of Applied English, Ming Chuan University
(Ed.), The Proceedings of 2007 International Conference and Workshop on TEFL
and Applied Linguistics, p. 165-173. Taiwan: Crane Publishing.

6. Acknowledgements
The dictionary project is supported by MEXT research awards 18520471 and 70235802 (2006-08, 2008-11).

670

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22506">
                <text>100</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22507">
                <text>Culture-focused learning in the EFL classroom: Materials and approaches</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22508">
                <text>Higgins, Janet M.D.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22509">
                <text>In this presentation, I introduce approaches and materials that I have developed  with university students studying English as a foreign language in Okinawa Prefecture,  Japan, to focus on cultural diversity and regional identity.  Okinawa is the southernmost Prefecture in Japan. It has a rich cultural tradition that was at  its height in the ‗Golden Age‘ of the 15th century. One of my teaching goals is to help  students identify the special features of this living heritage and to be able to talk about and  explain them to visitors in English. Since we clearly learn about our own culture through  contrasting it with others, my materials are also multicultural. Several sets of materials  are introduced:  Using the vehicle of The Guided Walk to identify, research, and make presentations about  local cultural artifacts. This includes students assuming the role of tour guide.  Looking at what artifacts we can find on the streets in cities outside Japan.  Examples from a government funded CALL project in which our team is compiling  regional-focused lexical materials in a visual dictionary.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22510">
                <text>2011</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22511">
                <text>Conference or Workshop Item
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="32">
        <name>P Philology. Linguistics</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2903" public="1" featured="0">
    <fileContainer>
      <file fileId="3673">
        <src>https://omeka.ibu.edu.ba/files/original/7595716c529b085d0b42506e0fe4270f.pdf</src>
        <authentication>7f579d78a1203bbc02aa2a390924a923</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22519">
                    <text>INTERNATIONAL BURCH UNIVERSITY
FACULTY OF EDUCATION
DEPARTMENT OF ENGLISH LANGUAGE AND LITERATURE

PERCEPTIONS AND EFFECTIVENESS OF BEING A NON-NATIVE
ENGLISH SPEAKER TEACHER (NNEST) AS A FOREIGNER IN BOSNIA
AND HERZEGOVINA

GRADUATE PROJECT
by
Harun BAŞTUĞ

Project Supervisor
Assist. Prof. Dr. Azamat AKBAROV

SARAJEVO
December, 2010

�PERCEPTIONS AND EFFECTIVENESS OF BEING A NON-NATIVE
ENGLISH SPEAKER TEACHER (NNEST) AS A FOREIGNER IN BOSNIA
AND HERZEGOVINA

Harun BAŞTUĞ
MA, ELT, 2010

Submitted to the Graduate Study Unit in partial fulfillment of the requirements for the degree
of Master of Arts in
ELT

INTERNATIONAL BURCH UNIVERSITY
2010

�1

APPROVAL PAGE

Student

: Harun BAŞTUĞ

Faculty

: Faculty of Education

Department

: English Language and Literature

Thesis Subject

: Perceptions and effectiveness of being a non-native

English speaker teacher (NNEST) as a foreigner in Bosnia and Herzegovina
Date of Defense

: 15.12.2010

I certify that this final work satisfies all the requirements as a graduate project for the degree
of Master of Arts.
Asst.Prof.Dr. Azamat AKBAROV
Head of Department

This is to certify that I have read this final work and that in my opinion it is fully adequate, in
scope and quality, as a graduate project for the degree of Master of Arts.

Asst.Prof.Dr. Azamat AKBAROV
Supervisor
Examining Committee Members
Asst.Prof.Dr. Azamat AKBAROVInternational Burch University …………...
…………...

Prof. Dr. Srebren DIZDAR

Sarajevo University

Asst.Prof.Dr. Melih Karakuzu

International Burch University …………...

It is approved that this final work has been written in compliance with the formatting rules
laid down by the Graduate Study Unit.
Asst.Prof.Dr. Azamat AKBAROV
Head of Graduate Study Unit

�PERCEPTIONS AND EFFECTIVENESS OF BEING A NON-NATIVE ENGLISH
SPEAKER TEACHER (NNEST) AS A FOREIGNER IN BOSNIA AND HERZEGOVINA

1

Abstract

In the field of English language teaching (ELT), a growing number of teachers are not native
speakers of English. According to current estimates, about eighty percent of English teachers
worldwide are non-native speakers of the language. The term non-native English speaking
teacher (NNEST) has created a division among professionals in the ELT profession. English
is taught commonly in many countries where English is spoken as a second language or
spoken widely. Therefore, being a non-native English speaking teacher in your own country,
where English is the target language between you and your own local learners and inevitably
your mother tongue is used partly during the classes, is different from in a foreign country
where English is mutual language between you and your learners. In that case, English is the
only way for you and your learners in order to communicate in every part of school life, in
school activities or even in your daily life. Learners feel like talking just the target language
before, during, and after the classes unavoidably. We can see the differences of learning
English through a local non-native English speaking teacher.
Key words: English language teaching, NNEST

�Acknowledgements
There are many people who helped to make my years at the graduate school most valuable.
First, I thank Mr. Assist. Prof. Dr. Azamat AKBAROV, my major professor and dissertation
supervisor. Having the opportunity to work with him over the years was intellectually
rewarding and fulfilling. I also thank Mr. Assist. Prof. Dr. Melih KARAKUZU contributing
much to the development of this research starting from the early stages of my dissertation
work.

Many thanks to Computer Department Staff, who patiently answered my questions and
problems on word processing. I would also like to thank to my graduate student colleagues
who helped me all through the years full of class work and exams.
The last words of thanks go to my lovely wife, Mine BAŞTUĞ who is also an English teacher
for her patience, encouragement and her endless support through this long journey.

�To my lovely wife, Mine BAŞTUĞ

�Table of Contents

1. ....................................................................................................................... Abstrac
t..................................................................................................................................... ii
2. ....................................................................................................................... Table
of Contents ................................................................................................................ iii
3. .......................................................................................................................
1. Inroduction ........................................................................................................... 1

2. Status Of The Non-Native English Teachers .................................................... 3

3. Perceptions of being a Non-native Teacher (NNT) ........................................... 5
3.1 NNS Teachers‟ Self-perceptions ................................................................... 6
3.2 NNS Teachers in The Classroom .................................................................... 6
3.3 Students‟ Perceptions of NNS Teachers ......................................................... 7

4. Effectiveness of being a Non-native Teacher (NNT) ......................................... 8

5. Conclusion ........................................................................................................... 10
References ................................................................................................................. 11
Curriculum Vitae ..................................................................................................... 13
4. .......................................................................................................................

�1
2
3
4
5
6

Chapter 1
Introduction

Initially, we should mention the difference between Native Speaker and Non-Native Speaker
in terms of Language Pedagogy. In an article on the differences between NTs and NNTs,
Nayar (1994) states that non native speakers are often regarded as language deprived,
unreliable speakers in terms of language competence when compared to native speakers, who
have phonological, linguistic, and communicative competence as well as linguistic identity.
On the other hand, it is considered that non-native speaking teachers have a „bright‟ side. It
could be also pointed out that, even if non-native-speakers normally use bookish language and
speak in a less confident way, they are more empathetic, attend to the students` real needs,
show more commitment, have realistic expectations of the students and are more insightful.

According to Medgyes (1994), we should analyze the different areas of difficulty.

Vocabulary:

There are some problems with the English lexicon as well as with any other language: many
words have different meanings according to the context, idioms, synonyms, etc. In short,
vocabulary resists mastery.

Fluency:

Oral fluency requires many qualities, such as readiness to speak, speech rate, etc, in which
non-native-speakers are in a disadvantage. Non-native-speakers' speech tends to be redundant
due to the difficulty in finding the right structures at the right time.

�Pronunciation:

It is obvious that non-native-speakers are marked by a foreign accent that in the worst cases
interferes with other people's understanding.

Grammar:

Grammar is the favorite field for non-native-speakers It is said to be more concrete and more
learnable than vocabulary.

The increasing demand for English all over the world and the ever-increasing number of
NNTs in the field -about eighty percent of English teachers worldwide- (Samimy &amp; BruttGriffler, 1999) has led to debates regarding to whether English should be taught by native
(NT) or by non-native teachers (NNT) and whether NTs or NNTs are better in terms of
teaching the language. If you ask anyone to be taught by whether native teacher (NT) or nonnative teachers (NNT), most of the learners would say that by native teacher (NT) due to the
fact that NTs have the advantage of having the cultural, phonetic and lexical knowledge of the
target language.

According to the one study aiming to present the attitudes of EFL learners towards NTs and
NNTs, interview results were not surprising (Gorsev, 2008). That is, the majority of the
students (13/18) in the English prep school of a private university in Istanbul in 2007-08
academic years chose natives as better English teachers when asked whether they preferred to
have NTs or NNTs. The rest thought it would be more “suitable to have NNTs during the
early stages of L2 learning process” as they “benefit from Turkish explanations a lot. We
assume that that result would be nearly same in other countries in the same conditions.

There is no doubt that there is inevitable difference between native teacher (NT) and nonnative teacher (NNT) as mentioned above. However, I will try to show the differences

�between the non-native English speaking teachers who are local teachers and foreign teachers.
We will also try to mention foreign teachers` effectiveness as non-native teachers.

7
8
9

10
11

Chapter 2

Status of the non-native English teachers

12
There is no doubt that native speakers of a language have a feel for its nuances, are
comfortable using its idiomatic expressions, and speak it fluently. Unfortunately, native
English speakers without teaching qualifications are more likely to be hired as ESL teachers
than qualified and experienced NNESTs, especially outside the United States (Amin, 2000;
Braine, 1999). But many in the profession argue that teaching qualifications should be
required of all English teachers, regardless of their native language (Nayar, 1994; Phillipson,
1996). Phillipson also considers NNESTs to be potentially the ideal ESL teachers because
they have gone through the process of acquiring English as an additional language. They have
first-hand experience in learning and using a second language, and their personal experience
has sensitized them to the linguistic and cultural needs of their students.

The native speaker fallacy has created a number of challenges with which NNTs must
contend in the workplace and in their daily lives. Although the majority of English teachers in
the world are not native speakers of English (Matsuda &amp; Matsuda, 2001), NNTs struggle for
equal treatment in the ELT profession. They face a number of challenges, including those
related to accent and credibility in the workplace.

According to one research, it is shown that considering NS teachers ideal teachers and trying
to prove themselves all the time affect the self-confidence of NNS teachers negatively as well.
For example, in a study with 78 NS and 18 NNS teachers working at different universities in
the United States, Moussu (2006) found that NS teachers were more confident than NNS

�teachers about the strengths of their teaching and language skills. NNS teachers, on the other
hand, were found to have low self esteem because of their limited knowledge of American
culture and foreign accents.

Although NNS teachers constitute 80% of the total ELT

workforce worldwide, they are “typically treated as second class citizens in the world of
language teaching”. Rajagopalan (2006) believes this is due to the fact that native speakers are
usually regarded as the only reliable source of “authentic “ language and that the target
language is considered to be “whatever the native speakers speak”. In the meantime NS
teachers are often hired with little or no teacher education because of an “automatic
extrapolation from competent speaker to competent teacher-based on linguist grounds alone”
(Seidlhofer, 1999). Studies carried out in the US (Mahboob et al., 2004), UK (Clark and
Paran, 2007), and Turkey (Celik, 2006) have all shown that being a native speaker is
important for employers of English teachers, especially in private language schools and
universities.

It might be true that non-native teacher can teach better English than the native speakers. That
is because they have struggled themselves to learn that language. They know exactly where
learners lack and where they make mistakes often. They are also aware of many more
techniques of learning to speak which is not the case with the native speakers. Most nonnative speakers have degrees in language teaching and many years of experience, whereas
many native speakers either have little language teaching qualifications or little experience.

According to Ulku and Derin (2010), the analyses in general revealed a similar picture
regarding Turkish teachers‟ opinions on NS/NNS dichotomy when they start teaching. At first
they feel hostile towards the system of admission, but they accept the superiority of NS
teachers. They also realize that as English language teachers they can be as successful as NS
teachers and this awareness seems to increase their self-esteem. They feel annoyed by the
situation they are in, while accepting is as it is and even feel “lucky” as they are given a
chance to work with NS teachers in the same institution.

�13
14
15
16

17
18

Chapter 3

Perceptions of being a Non-native Teacher (NNT)

Language acquisition is influenced by the complex interactions of a number of variables
including materials, activities, and evaluative feedback. That is why all language teachers
believe that a central characteristic of good language teaching and good language teachers is
the fact that they place a great importance on students‟ needs, interests, likes and dislikes.
Teachers‟ knowledge about the subject matter and pedagogy plays an important role in
responding those needs, and is one of the sources of motivation for further development.
Willingness and a desire for continuous improvement have been considered as some of the
characteristics of autonomous teachers (McGrath, 2000). Language teachers should have a
desire to learn more about their profession. They may look for ways to further develop
professionally, and will be open to new ideas on how to do so on their own or with
colleagues.

Teacher may feel that they have to stick to the curriculum and follow the syllabus more
closely. But they should find extra activities that are appropriate for students. It is better to
keep in mind the aims while trying to motivate the students. Supplementing the course book
by looking for materials and activities may help to respond students‟ problems and needs.
Activities that activate students‟ previous knowledge enhance their learning and motivate
them, and that foster the real use of the language through communication.

�19

3.1 NNS Teachers’ Self-perceptions

It can be claimed that due to their lower language proficiency and different teaching behavior
in comparison with their NS counterparts; research on students‟ perceptions indicates that
they tend to be more supportive of NNS teachers the longer they are taught by them (Enric,
2005).
According to one the study done by Ulku and Atay (2010), it was mentioned that “I‟m-not-anative speaker” syndrome is common among NNS teachers and this has negative
consequences on their confidence as they feel inferior and inadequate when they compare
themselves to their L1 colleagues

Institutions offering English language programs often promote themselves as employing NS
teachers and advertisements for teaching positions often require that applicants are native
speakers implying that NS teachers are preferable in some way. The reason for the
commercial preference for NS teachers appears to be that despite the academic arguments and
evidence there is still a broad social acceptance of the native speaker model (Pacek, 2005;
Thornburry, 2006). Such institutions advertise that all of their teachers are native speakers in
order to attract attention from students and parents, and increase their enrollment rates. Native
speaker teachers are generally paid much more than their non-native speaker counterparts and
get extra benefits, like lodging.

20

3.2 NNS Teachers in The Classroom

Having the knowledge of two or more languages in one mind and using another language for
any purpose have implications for language teaching. There might be pros and cons of native
and NNS teachers from the students‟ perspective. NNs teachers may have some problems in
lexical and phonological way. But at the first steps, learners may prefer their local teachers.
Thus they should explain some grammar structures and some words may be translated into
native language.

�The role of the mother tongue in the second language classroom is very important. Ernesto
Macaro (2005) provides answers to questions related to the reasons that make code-switching
(by definition only available to the bilingual teacher) a contentious issue in the L2 classroom
and the purposes and frequency of code switching. He finally advances a pedagogical
proposal based on an interaction between functionally based code switching (the use of the L1
is beneficial because it facilitates classroom interaction or improves the learning of the L2 or
both.

21

3.3 Students’ Perceptions of NNS Teachers

Most schools do not have good facilities for second language learning. In many cases,
teachers use the most convenient textbooks available on the market, without a prior and
proper assessment of their suitability in terms of the very specific needs of the learners. In
addition, the learners themselves are not often aware of the fact that many professions require
particular linguistic skills that they must learn. In terms of language acquisition, students must
be competent in order to learn second language.

Because of the syllabi students have two or three English classes a week. It is not easy for
both NS and NNS teachers to make students be interested in second language. As a foreigner
NNS teacher may lead them use the target language before, during and after the classes. That
is why Bosnian students feel themselves have to talk in English as if they were talking to NS
teachers.

�22
23
24

Chapter 4

Effectiveness of being a Non-native Teacher (NNT)

I am a Turkish who was taught English as a foreign language by local Turkish teachers from
middle to high school. Then, I graduated from one of the Turkish universities. Maybe I should
confess something. While studying in university, we had no chance to use our target language
out of the lessons. We were all Turkish students and we had mostly Turkish professors. Late
90s, we had no opportunity to access the Internet, as well.

Thanks to the technology, there are now a lot of opportunities to reach the sources of English
in order to improve your language. You can keep in touch your friends in worldwide through
the Internet.

I have been teaching English for ten years, and I have had the opportunity of living in a
foreign country for three years. As a non-native speaking English teacher, I can clearly say
that being in Bosnia as a Turkish man makes me happy in my classes and satisfies me that I
am teaching English to my students. I have been working in a private school where the
wealthier parents send their children to. It is similar to public schools, but since parents pay

�more for their child's education, classes are smaller, more teaching resources are available,
and expectations are higher. However, as a foreign teacher you must meet higher
requirements to land a job here. Furthermore, in the classes the only meeting point between
you and your students is the target language - English. I am not going to compare here
effectiveness of native and non-native English teachers. But I can assume that there is
difference between me who is a foreigner and local teacher who is from the same country, as
well.

As it can be seen in the study (Gorsev, 2008) that learners tend to use their mother language
in order to communicate with the teacher during the lesson. It may seem unnatural to talk to a
Turkish man in English. The local teachers, inevitably, response them in native language.
During the class there is no way for me to use only the target language, English. In recess
time, lunch time or in after school activities and field trips students feel like talking or using
English to communicate with me. Thanks to the Internet I can keep in touch with them
through the chat rooms, msn or facebook.

There are also a lot of advantages being in this country. Learning a new language, a new
culture and new customs of people in this country makes me understand how the learners feel
when they are learning English. For example, in Bosnian language -učiti- means both to teach
and to learn. In order to understand what kind of difficulty a Bosnian learner has while
learning those words it is good to experience of learning Bosnian language.

As I am foreigner, the challenges that an English teacher may face may not be so important
for me, especially pronunciation and vocabulary. Somehow I figured out that cultural
differences are very important to teach American or English culture to Bosnian students. For
instance, the word uncle means brother of your mother or your father. On the other hand, both
in Bosnian and Turkish there two different words to address them each amica and dayica,
amca and dayı, respectively.

�Conclusion
As a foreigner, I should consider the advantages of being in this country and I should learn
one more language, so that I can see the difficulties that learners may face to while learning
English. When I started learning Bosnian, I figured out that learning a language wasn‟t easy.
Long time ago I learned English and I had never considered that learners could have had
problems. No matter I am native or non-native teacher, as long as I have interest,
responsibility and willingness to help students I am a suitable teacher of a foreign language.
Finally, it can be claimed that both native and non-native teachers should go through the
process of learning at least one more language.

�References
Amin, N. (2000). Negotiating nativism: Minority immigrant women ESL teachers and the
native speaker construct (Doctoral dissertation, University of Toronto, Canada, 2001).
Dissertation Abstracts International, 61, A 4579.
Braine, G. (Ed.) (1999). Non-native educators in English language teaching. Mahwah, NJ:
Erlbaum.
Celik, S. (2006). A concise examination of the artificial battle between native and nonnative
speaker teachers of English in Turkey J. Kastamonu Educ. Fac. 14:371-376.
Clark, E, Paran, A. (2007). The employability of non native speaker teachers of EFL: A UK
survey. Syst. 35 pp.407-430.
Enric, L. (2005). Non-Native Language Teachers. Perceptions, Challenges and Contributions
to the Profession. New York: Springer. xii + 314 p.
Gorsev, I. (2008). EFL Learners’ Interaction with Native and Non-native EFL Teachers.
Macaro, E. (2005) Codeswitching in the L2 classroom A communication and learning
strategy. In E. Llurda (ed.) Non-Native Language Teachers: Perceptions, Challenges, and
Contributions to the Profession Boston, MA: Springer. pp. 63-84
McGrath, I. (2000). Teacher Autonomy. InSinclair, B., McGrath, I., and T. Lamb
(Eds.)Learner Autonomy, Teacher Autonomy: FutureDirections. Harlow, UK: Longman
pp.100-110.
Mahboob, A, Uhrig K, Newman, KL, Harford, BS. (2004). Children of lesser English: Status
of non-native English speakers as college level English a second language teachers in the
United States. In L. Kamhi-Stein (Ed.) Ann Arbor: University of Michigan Press pp. 110120.
Matsuda, A. &amp; Matsuda, P. K. (2001). Autonomy and collaboration in teacher education:
Journal sharing among native and nonnative English-speaking teacher. The CATESOL
Journal, 13(1), pp. 109-121.

�Matsuda, P. (1999). Teacher development through NS/NNS collaboration. TESOL Matters,
9(6), pp. 1-10.
Moussu, L. (2006). Native and non-native English speaking English as a second language
teachers. Doctoral Thesis, Purdue University, West Lafayette.
Medgyes, P. (1994) The Non-Native Teacher London: MacMillan Publishers, Ltd.
Nayar, P.B. (1994). Whose English is it? TESL-EJ, vol.1, April.
Pacek, D. (2005). Personality not nationality: Foreign students’ perceptions of a non-native
speaker lecturer of English at a British University. In E Lurda (ed.), pp. 243-262.
Phillipson, R. (1996). ELT: the native speaker’s burden? ELT Journal, 46(1), pp. 12-18.
Rajagopalan, K. (2006). Nonnative speaker teachers of English and their anxieties.
Ingredients for an experiment in action research. In E Llurda (ed.), (pp. 283-303). New
York: Springer.
Samimy, K, &amp; Brutt-Griffer, J. (1999). To Be a Native or Non-Native Speaker: Perceptions of
“Non-Native” Students in a Graduate TESOL Program. In Non-Native Educators in
English Language Teaching, pp. 127-144.
Seidlhofer, B. (1999). It is and undulating feeling. The importance of being a non-native
teacher of English, VIEWS, 5, pp. 63-80.
Thornburry, S. (2006). An A-Z of ELT. Macmillan: Oxford.
Ulku, O. and Derin, A. (2010). Challenges of being a non-native English teacher. Educational
Research Vol. 1(5), pp. 135-139.

�Curriculum Vitae
Harun BAŞTUĞ was born on 21 December 1977, in Kirikkale. He received his BA
degree in English Language Teaching in 2000 from Marmara University. He worked as an
English teacher in Language Schools from 2000 to 2006, in International School from 2007 to
2008, and in a Private School from 2008 to 2010. Since September 2010, he has been a
research assistant at a private university.

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22513">
                <text>747</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22514">
                <text>PERCEPTIONS AND EFFECTIVENESS OF BEING A NON-NATIVE ENGLISH SPEAKER TEACHER (NNEST) AS A FOREIGNER IN BOSNIA AND HERZEGOVINA</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22515">
                <text>BASTUG, Harun</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22516">
                <text>In the field of English language teaching (ELT), a growing number of teachers are not native speakers of English. According to current estimates, about eighty percent of English teachers worldwide are non-native speakers of the language. The term non-native English speaking teacher (NNEST) has created a division among professionals in the ELT profession. English is taught commonly in many countries where English is spoken as a second language or spoken widely. Therefore, being a non-native English speaking teacher in your own country, where English is the target language between you and your own local learners and inevitably your mother tongue is used partly during the classes, is different from in a foreign country where English is mutual language between you and your learners. In that case, English is the only way for you and your learners in order to communicate in every part of school life, in school activities or even in your daily life. Learners feel like talking just the target language before, during, and after the classes unavoidably. We can see the differences of learning English through a local non-native English speaking teacher.  Key words: English language teaching, NNEST  </text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22517">
                <text>2010-12-15</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22518">
                <text>Thesis
NonPeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="18">
        <name>PE English</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2904" public="1" featured="0">
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22520">
                <text>745</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22521">
                <text>2010-12-01</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22522">
                <text>Thesis
NonPeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="101">
        <name>PR English literature,PZ Childrens literature</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2905" public="1" featured="0">
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22523">
                <text>360</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22524">
                <text>2010-06</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22525">
                <text>Conference or Workshop Item
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="6">
        <name>H Social Sciences (General)</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2906" public="1" featured="0">
    <fileContainer>
      <file fileId="3674">
        <src>https://omeka.ibu.edu.ba/files/original/f5402090f096a3805e63c018d62dbbd5.pdf</src>
        <authentication>34bbc28543f6eca4e5f745f0b3d3d91c</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22532">
                    <text>Architecture Constructions Which Were Established Taraklı In Sakarya,
Turkey
Ahmet C. APAY
Department of Construction, Sakarya University, Adapazari, Turkey,
aapay@sakarya.edu.tr
Tahir AKGUL
Department of Construction, Sakarya University, Adapazari, Turkey,
takgul@sakarya.edu.tr
Emine AYDIN
Department of Construction, Sakarya University, Adapazari, Turkey,
emineb@sakarya.edu.tr

Abstract: Taraklı, although its history goes very back, is an Ottoman settlement place in
which the Ottoman civilian architecture samples are abundant when its pattern that should be
protected was taken into account. It is a fact that the mentioned architectural asset was
unnoticed until the recently and the required studies should be carried out in order to reveal
this our valuable heritage. It is an expected process for this 200-300-year architectural pattern
to fray and extinct. It is only possible with the academic studies to stop or slow down this
process. The value of the studies on this issue was stated in traditional architectural heritage
regulation as follows. “Traditional architecture has a special place for the whole society and
it is a reasonable source of proud. It is accepted as an attractive product that reflects the
characteristics and differences of the society. It is utilitarian, attractive and pretty. It is both
the focus of contemporary life and a document for the past of a society. It is an inappropriate
behavior not to make an effort to maintain these traditional harmonies which create the core
of the human being’s existence on the world.”
There are approximately 400 historical
structures, 90 of which are documented, in Taraklı that still protects its traditional pattern and
features and has a rooted history. These structures are composed of inns, baths, schools,
mosques and houses in great numbers with public buildings in a few numbers. In this study,
the general architectural pattern and the features of this pattern of the current structures in
Taraklı that witnessed to our architectural history with its architectural aesthetic and eyeful
beauty was examined. Moreover, the studies to be carried out to protect our historical heritage
were determined analyzing the current structures
Keywords: Taraklı, historical wooden structures, architectural pattern.

1. Introduction
Taraklı, a district located in the Marmara Region and in the borders of Sakarya city, is surrounded by Bolu city
Göynük district in its east, Geyve district in its west, Bilecik city Gölpazarı district in its south and Akyazı
district in its north. Taraklı is 70 km’s far away from Sakarya that it is situated in, 250 km’s from Ankara and
200 km’s from Istanbul (Figure 1).

328

�Figure 1: Location of Taraklı (Google Earth, 2008)
Taraklı which is located in a place that Sakarya interacts with the districts of Bolu and Bilecik was established
in a woody area in a valley between the mountains and hills (Figure 2). The area of this district with an altitude
sea level of 485 meters is 334 km2. According to the general census of population in 2008, the population is
7.693 The economy of the district is based on agriculture, animal husbandry and tourism. Within the borders of
Taraklı, there are 4 quarters and 22 villages (Table 1).

Figure 2: A General View From Taraklı District

Years

Municipality

Quarters

Villages

1990
1
4
24
1997
1
4
22
2000
1
4
22
2008*
1
4
22
* According to TUIK (Turkish Statistical Institute)

Total
10.906
10.436
9.220
7.693

Table 1: The Population in Taraklı between the Years 1990-2008
As mentioned in Travelbook of Evliye Çelebi, it was stated that it is named as Yenice Tarakçı as people in the
district are busy with box wooden spoon and comb. This name changed as Taraklı in colloquial language.
In Evliye Çelebi’s Travelbook, he summarized the architectural pattern of Taraklı stating that “Its castle is still
ruined. However, it is a pretty town with vineyards and orchards in a streamed river and 500 thriving houses
örtülü with wooden sticks and tiles. It includes 11 niches and 7 quarters. As all people are busy with spoon and
comb making, they call the city as Taraklı…”
The facts that the settlement in this region is not located on a much used trade route, the development and the
population increase rates are slow and people in this region migrate helped the architectural pattern in the region
maintain up to now protecting its characteristics.
In the region that has an intense architectural pattern, among the structures that remain up to now are castle ruins
on the hill of Hisar, reservoirs, Taraklı houses that form the Ottoman city pattern, the Ottoman streets, inns,
baths, mosques, schools, handcraft workshops and the town square.
329

�2. The Place of Taraklı in the Ottoman-Turkish Architecture
There are many factors in the shaping of housing architecture and these can be ordered as the family structure,
geographical situation and climate, the material that can be accessed, traditions and customs, environmental
conditions, cultural and social life. There are three factors that are influential in the architecture of Taraklı houses.
These are the family structure, climate and cultural richness.
Although the functionality seems more important than the decorative and shaping elements in the setting design
tradition coming from the Ottoman culture, there a perfect harmony of functionality and aesthetic.
The household, especially women, in Turkish family structure spend the most of their time (the whole time in
villages and towns) at home; therefore, houses are designed as working, entertainment and relaxation places. For
example, in order a woman busy with handcraft to accomplish her job at home, the weaving looms are placed in
the house. On the other hand, the entertainment groups of the woman come together in these houses as well.
Moreover, as the families are patriarchal, all settings are connected to the hall. Despite all this functionality, in
the architecture and design of Turkish houses, the purity, respectfulness, family unity and solidarity of the
Turkish people is reflected on the housing architecture clearly.
The dominant house type in Taraklı is wide beginning from the west of Anatolia to Bosnia Herzegovina,
Yugoslavia in the Balkans and to Crimean that is rooted in this area. Sakarya Taraklı basin houses in this wide
setting are reflecting the characteristics of the Ottoman house architecture.
The architectural aesthetic and eyeful beauty of Taraklı which is a pretty district of Anatolia that emerged in a
historical period with its current characteristics and the architectural structures of houses that witnessed to our
history and most of which are still being used were investigated by the researchers and it was managed to
document this historical heritage.

3.The Characteristics of Taraklı Traditional Settlement Pattern
In Taraklı, as in all towns of the Ottomans, in general, the settlement that is integrated with the nature and in
accordance with the naturalness of the area was taken as the basis. Dominantly, the structures seem like as if they
were climbing up the hills and the areas in the middle of the towns are straight and straight settlement appears
here. In Taraklı, which has a structure that the structuring and the transportation is hardly accomplished due to
their topography, the elements that form the town pattern have also the function of managing required works as
in other Anatolian towns. When the distribution of functions within the town is taken into account, it can be seen
that religious, trade, administrative, educational and accommodation structures are found in the town center and
the houses are established around Ulu Mosque and on the hills. The center that determine the social life is placed
nearly in the middle and on the straightest area and Yunus Paşa Mosque, Old Bath and traditional bazaar pattern
which are among the old structures are in this area.
In investigations of the district center of Taraklı, it was determined how the area in the center had been used.
Occupancy and emptiness analyses indicated that the areas beyond the settlement structures had been used ad
greenery zone. This greenery is both the gardens that belong to the structures and the landscape arrangements in
general. When taken from the structuring perspective, an abundant structuring can be seen in the “downtown”
area and in the axle of Atatürk Avenue which is the main artery of Taraklı. The density of structuring in other
areas can be said to be homogeneous. Almost each house has a big or small garden.
Again, the functionality analysis carried out in the district center of Taraklı indicated that a great part of the
structures had been used as a house. The settlement of houses and trade areas showed that these two areas had
been strictly separated from each other. All trade functions were groups around the “downtown”. In addition to
this, the axle of Bolu that was within the main route was the axle that most public structures were placed. Again
some several public buildings (hospital, school, etc.) were placed around the upward quarter.

4. The General Architectural Characteristics of Taraklı
330

�4.1 Current Situation Analysis in Taraklı Traditional Architecture
In studies aimed at determining the Taraklı architectural pattern and presenting solutions for the determined
problems, the structures in Hacı Murat Quarter, Ulu Mosque Quarter and Yusuf Bey Quarter were investigated.
In these investigations;
•
It was seen that in terms of construction system, 74% of the structures were constructed in wooden
skeleton system with mud-brick and brick, 25% of them were armored concrete and 1% of them were stone
structures. All of the stone structures were religious and monumental structures (Figure 4).
•
In terms of the number of floors, 10% of the structures were one-floored, 72% of them were twofloored, 16% of them were three-floored and 2% of them were four-floored or more than four.
•
When they were categorized according to the purpose of using, it was seen that 74% of them were
houses, 14% of them were trading houses, 5% of them were home offices, 2% of them were public buildings, 1%
of them were monumental and religious structures and 4% of them were the others (storage, etc.). Although the
houses were available in all part of the district, trading houses were mostly found in Ulu Mosque Quarter (Figure
5).
•
When they were categorized according to their original forms, it was determined that out of 400 houses
that had the characteristics of traditional structure 60% of them were in their original forms, 30% of them lost
their originality on its front insignificantly, 10% of them lost their originality in terms of their body, plan and
front significantly. These rates are the indicators of the fact that Taraklı architecture has preserved its originality
up to now. The structures which were preserved in their original forms were gathered around Ulu Mosque, on
Hisar hills, in the north of Hacı Murat Quarter and Yusuf Bey Quarter.
•
When it was examined according to the newly-built structures, it was seen that 17% of them were in
accordance with their environment with their bodies and fronts, 60% of them were in accordance with their
environment with their bodies but not in accordance with their fronts and 20% of them were not in accordance
with their environment. When these rates were taken into consideration, it was determined that people behaved
unconsciously and sloppy to preserve the architectural pattern.

Figure 3: Construction Materials/Systems of Buildings in Taraklı Town Center

331

�Figure 4: Current Building Category of Taraklı Town Center
When they are investigated in terms of their structures, it was seen that 75% of the traditional houses did
not have any structural problems, 12% of them needs structural repair, 12% of them were restored and 1% of
them were dangerous.
4.2 Front Appearances and Building Typologies
At the end of the typological research, the traditional architectural plan type was determined. At the end of this
study, it was found that the buildings in Taraklı were with overhanging in the middle, overhanging in lateral,
double overhanging, a rooftop terrace with an extensive view, one-saw overhanging, saw-overhanging, wholefloor overhanging and without overhanging. There are many buildings in Taraklı with the aforementioned
typological characteristics and with different appearances. The structures below are examples of these
typological characteristics. These examples are presented figuratively and visually below (Figure 5)

Overhanging in the middle

332

�Overhanging in lateral

Double overhanging

A rooftop terrace with an extensive view

One-saw overhanging

Saw-overhanging

333

�Whole-floor overhanging

Tüm cephe çıkmalı

Without overhanging
Figure 5: Front Views and Building Typologies
4.3. Plan Styles
In this part, the traditional architectural plan styles were determined at the end of the investigations on the houses.
At the end of these investigations, it is possible to categorize the houses in general as with internal halls, with
external halls, with halls in the middle.
4.3.1. Plan Style with External Halls
This plan style is composed of a sequence of rooms and a hall in front of them. Hall and Iwans are the elements
that enrich this simple plan. Halls and iwans were built with a closed design. There is a stair at the one corner of
the hall (Figure 6).
The houses with external halls were built as two-floored. It is composed of rooms sequenced towards the hall. It
is the simplest and original type of the plan style with external halls. The rooms were oriented to the street while
the hall was oriented to the yard. The size of the hall changes according to the number of rooms. The stair is
designed at the one corner of the hall with one railing parallel to the wall. To the one edge of the hall, drum stove
and two windows are placed. This part of the hall was changed into a kitchen separating with a wall or a wooden
screen afterwards.

334

�Figure 6: A Sample for the Plan Style with External Halls
4.3.2. Plan Style with Internal Halls
The hall is between the sequences of rooms placed in both sides of it ( Figure 7). The hall is enriched with the
elements like iwan, stair hall and overhanging. In some samples, hall is reflected on the front with different types
of windows according to the rooms.

Figure 7: A Sample for Plan Style with Internal Halls
4.3.3. Plan Style with Halls in the Middle
In the light of the principles of the plan style with halls in the middle schema, a plan type that is composed of a
hall in the middle and rooms in both sides and known also as split aubergine model can be seen (Figure 8).
Although the external hall is unprotected against the harsh climate, the hall in this type of plan is protected due to
the rooms. The middle hall that organizes this schema is service settings like rooms, kitchen and toilet that
opened into the hall. The basement floor is connected through the entrance door and it is composed of barn, haybarn and storage places that are opened to it.

Figure 8: A Sample for the Plan Style with Halls in the Middle
The hall is an organizer in both floors. With a bay-windohbyuwed room attached to the hall upstairs, it enables
the social interaction with the environment and the integration with the nature being oriented to the garden and
yard. In the samples in Taraklı, the ceiling of the hall is higher compared to the room and big iwan’s and the
335

�embroidery is done to the horizontal strip occurred as a result of the rise. In the four-iwanned styles, the entrance
of the rooms is made as chamfered and this gives an octagon appearance to the hall which is not ordered. The
hall is reflected on the front with different types of windows and overhanging.

5. Conclusion and Recommendations
At the end of the investigation, if we are to divide the houses into three groups according their architectures and
built dates which affect the architectural pattern significantly and to determine the follow-up studies according to
these groups separately;
a) The armored concrete structures which is against the traditional town architecture; since the beginning of 80s,
armored concrete structures which are not associated with the architectural pattern of the town has started to
be built in municipally protected areas as a result of both negligence of historical heritage and aesthetic and
economical developments. In addition to the fact that this structuring is threatening the historical pattern of
the town, it is quite far away from the traditional structure. An immediate municipally recycling project
should be developed that includes these structures and these structures that threaten the historical patterns
should be removed.
b) The structures built between the Independence War years and 1970s; these structures were built in
accordance with the traditional pattern in terms of system and architecture; however, front handworks and
door and window forms were changed. As they are the structures that include original pattern on the basis, it
is possible for these mentioned structures to be made a part of historical pattern by making delicate
workmanship. The domestic administration should prepare a study including the cooperation with the house
owners for this purpose.
c) Structures that were built in the later 18th and 19th centuries and in the scope of the “Traditional Ottoman
House”; these structures are the 200-year old houses that managed to maintain up to now and that create the
original architectural pattern of Taraklı. These houses are composed of approximately 400 houses, 90 of
which were documented by now. The precautions that should be taken in order to preserve these houses in
the scope of the cultural heritage can be listed as below:
• Taraklı, which looks like a miniature Ottoman town, should preserve its original form both with its
civilian architecture and other works and the city development situation should be reorganized if it is required.
• When the current city development plan is examined, religious, administrative, trade, accommodation,
educational structures are in the town center. The houses are found mostly on the hills. Therefore, the structures
to be built should be built taking this feature of the town into account.
• The structures frayed in a natural process should be repaired preserving their architectural situations
that are in accordance with their original and real forms. Before starting the repair, the required projects should
be prepared according to their original forms and the application should be accomplished according to this
project.
• There are still many historical houses still being used. However, some houses are abandoned. The
precautions should be taken to prevent the extinction of these abandoned houses. In this concept, life in
traditional houses should be encouraged and supported by means of aids and helps; thus both these wasted
structures will be reappraised and the deforming of the historical and municipal pattern will be prevented.
Taraklı has a housing pattern that should be preserved; therefore, the structures that have been built recently and
deforming the historical pattern of the town should be arranged according to the historical pattern if possible, if
not, radical precautions should be taken by the people in charge to make this structures rebuilt. Moreover, the
newly-built houses should be designed taking the plan typologies of the historical houses into consideration and
the building should be appropriate to the plans.
Recently, Taraklı, a topic for different urban restoration projects and scientific studies, developed dramatically in
terms of preservation and restoration. However, the physical structures found in Taraklı, which is an important
settlement place in which our cultural heritage is available with samples from the Ottoman architecture and has
remained up to now, should be examined with their historical architectural values and appropriateness to the
environment and the restoration should be accomplished taking these features into consideration. It should not be
forgotten that Taraklı could become a lively Ottoman town only after these attentive studies.

336

�References
[1]Akgul T., Apay A. C., Aydın E., “Investıgatıon Of Cıvılıan Archıtectural Structures In Taraklı” Uluslararası Sürdürülebilir
Yapılar Sempozyumu (ISBS), 26 - 28 Mayıs 2010, Ankara, Turkey
[2]Apay A., “Tarihi Taraklı Evlerinin Restorasyon Ve Güçlendirme Teknikleri” Bapk Proj., Proje no: 2005-1, Sakarya
Universty, 2008
[3]Öztaş E.B., “Sakarya’nın Taraklı Đlçesinde Bulunan Tarihi Evlerin Tespiti Ve Đlçenin Sosyo-Kültürel Yapısındaki
Değişimin Đncelenmesi” Maltepe University Institute of Science, 2006
[4]Seymen F., “Taraklı’da Geleneksel Sivil Mimaride Kullanılan Yapım Teknikleri Ve Sadık Özen Evi Restorasyon Önerisi”,
Yıldız Technical University, Institute of Science, Đstanbul 2008
[5]Özyer H B., “Construction Process And Techniques Of Traditional Houses In Taraklı / Sakarya: An Introductory Model
For Web-Based Gıs Applications”, Middle East Technical University, November 2008
[6]Özkan Ö., “Taraklı’daki Anıtsal ve Sivil Yapılar Đle Ali Pektaş Evi’nin Restorasyonu Ve Koruma Önerileri” Sakarya
University Institute of Science, Ekim 2009
[7]Özkan S., “Taraklı’nın Fiziksel Ve Tarihsel Dokusu, Sivil Ve Anıtsal Mimarlık Örnekleri Hacı Rıfatlar Konağı
Restorasyonu” Yıldız Teknik University, Institute of Science, Đstanbul 2008
[8]Köse, A., “Turkey’de Geleneksel Kırsal Konut Planlarında Göçebe Türk Kültürü Đzleri”, Afyon Kocatepe University.
Sosyal Bilimler Dergisi, Cilt VII, Sayı 2, Afyon, s.165-200, 2005
[9]Özköse, A. “Ahşap Kültürü-Anadolu’nun Ahşap Evleri” T.C. Kültür Bakanlığı, ISBN 975-17-2616-6 Ankara, Turkey,
1998
[10]Günay, R. “Safran Bolu Evleri” Yapı Yayın, ISBN 975-8599-33-X, Đstanbul, Turkey, 2003
[11]Günay, R., “Geleneksel Ahşap Yapılar-Sorunları ve Çözüm Yolları” Birsen Yayınları, ISBN – 9755112863, Mart 2007
[12]ARI, A., Irmak Dergisi, Taraklı Evleri–1,2, Sayı 26-27-28, 2003
[13]Taraklı Kaymakamlığı, Tarihin Doğayla Buluştuğu Yer TARAKLI, Çizgi Ofset, Ağustos 2003
[14]Evliya Çelebi Seyahatnamesi, Cilt 3, Üçdal Neşriyat, Đstanbul 2005
[15]http://www.kenthaber.com/marmara/sakarya/Taraklı/Rehber/genel-bilgi/Taraklı-genel-bilgi, Website
[16]Turan, M., “Tarihi Taraklı Evlerinin Taşıyıcı Sistemi Ve Yapım Tekniklerinin Belirlenmesi”, Sakarya University,
Sakarya/Turkey, 2004
[17]ICOMOS Traditional Architectural Heritage Regulation, p 1, 1999.

337

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22526">
                <text>449</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22527">
                <text>Architecture Constructions Which Were Established Taraklı In Sakarya,  Turkey</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22528">
                <text>APAY, Ahmet C.
AKGUL, Tahir
AYDIN, Emine</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22529">
                <text>Taraklı, although its history goes very back, is an Ottoman settlement place in  which the Ottoman civilian architecture samples are abundant when its pattern that should be  protected was taken into account. It is a fact that the mentioned architectural asset was  unnoticed until the recently and the required studies should be carried out in order to reveal  this our valuable heritage. It is an expected process for this 200-300-year architectural pattern  to fray and extinct. It is only possible with the academic studies to stop or slow down this  process. The value of the studies on this issue was stated in traditional architectural heritage  regulation as follows. “Traditional architecture has a special place for the whole society and  it is a reasonable source of proud. It is accepted as an attractive product that reflects the  characteristics and differences of the society. It is utilitarian, attractive and pretty. It is both  the focus of contemporary life and a document for the past of a society. It is an inappropriate  behavior not to make an effort to maintain these traditional harmonies which create the core  of the human being’s existence on the world.” There are approximately 400 historical  structures, 90 of which are documented, in Taraklı that still protects its traditional pattern and  features and has a rooted history. These structures are composed of inns, baths, schools,  mosques and houses in great numbers with public buildings in a few numbers. In this study,  the general architectural pattern and the features of this pattern of the current structures in  Taraklı that witnessed to our architectural history with its architectural aesthetic and eyeful  beauty was examined. Moreover, the studies to be carried out to protect our historical heritage  were determined analyzing the current structures</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22530">
                <text>2010-06</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22531">
                <text>Conference or Workshop Item
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="15">
        <name>Q Science (General)</name>
      </tag>
    </tagContainer>
  </item>
  <item itemId="2907" public="1" featured="0">
    <fileContainer>
      <file fileId="3675">
        <src>https://omeka.ibu.edu.ba/files/original/99a99d901044cbf225748456c317163f.pdf</src>
        <authentication>0a4f5df5dce467ff54885c5f8ac6a47c</authentication>
        <elementSetContainer>
          <elementSet elementSetId="4">
            <name>PDF Text</name>
            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="22539">
                    <text>Effect Of Trichoderma Harzianum And An Arbuscular Mycorrhizal
Fungus Glomus Mosseae On Fusarium Crown Rot (Fusarium
Culmorum) In Wheat (Cv Altay 2000)
Ş.Evrim Arıcı
University of Suleyman Demirel,
Faculty of Agriculture, Department of Plant Protection Isparta/TURKEY
evrima@ziraat.sdu.edu.tr
Đlknur Eser
University of Suleyman Demirel,
Faculty of Agriculture, Department of Plant Protection Isparta/TURKEY
evrima@ziraat.sdu.edu.tr
Hulya Özgönen
University of Suleyman Demirel,
Faculty of Agriculture, Department of Plant Protection Isparta/TURKEY
hozgonen@ziraat.sdu.edu.tr

Abstract: The necrotrophic fungal pathogen Fusarium culmorum causes crown rot
disease (CR) in wheat. The experiments were designed to compare the effectiveness of
Trichoderma harzianum and Arbuscular Mycorrhizal Fungus Glomus mossea on
reduction of F. culmorum in wheat (cv Altay 2000) in pots tests in this research. Three
weeks after sowing, percentage of diseased emerging seedlings were evaluated. In pot
trials, Trichoderma harzianum, Glomus mosseae were initially evaluated for reducing
disease on wheat cultivars Altay 2000 planted in sterilized soil artificially infested with
the pathogen. Wheat plants growing from T. harzianum, and G. mosseae showed the
average disease severity of 82.68% for 30-40% while plants from untreated soil had the
disease severity of 75% and 98%, respectively Both of them gave also a good control in
wheat cultivars. The ability of these isolates to affect the infection of wheat seedlings by
F. culmorum may be of potential value in field trials

Introduction
Fusarium culmorum (W.G.Smith ) is important soilborne pathogens that cause seedling, foot and
root rot and head blight of wheat. There are no chemical means to control effectively both of fungi and
resistant cultivars are not avaliable. Therefore, the use of microorganisms as a biological control for these
diseases is of interest. However, there are few reports of a biocontrol agents against F. culmorum. Many
studies have proved the potential of Trichoderma spp.and Arbuscular Mycorrhizal Fungus as biological
agents antagonistic to several soil borne plant pathogens (Grondona et al. 1997; De Meyer et al. 1998;
Altomare et al. 1999; Jacobs et al. 2000; Ahonen-Jonnart et al. 2000; Rosling et al. 2004; Kucuk &amp; Kıvanc,
2005; Ozgonen &amp; Erkilic, 2007; Askar &amp; Rashad, 2010). Strains of Trichoderma can produce antifungal
metabolites. They may also be competitors with fungal pathogens, which promotes plant growth. In
addition, a number of Trichoderma strains are able to secrete lytic enzymes such as chitinases and β-(1,3)glucanases when grown in liquid media supplemented with either polymers such as laminarin or chitin or
with fungal cell walls. The beneficial effects of arbuscular mycorrhizal fungion plant growth depend in part
on the members of the symbiosis and their interactions with other organisms present in the rhizosphere
(Ocampo, 1993).

10

�The purpose of this study was to evaluate the interaction between the pathogen and the fungal
antagonist and the possibility of mycoparasitism under the biological control of F. culmorum by T.
harzianum and Glomus mosseae.

Material and Methods
T. harzianum was isolated from soil surrounding wheat roots infected by Fusarium culmorum. The isolated
culture was kept on Potato Dextrose Agar (PDA). F. culmorum and T .harzianum was grown at 7 days on potato

dextrose agar (PDA), Growing medium (115 gr sand, 35 g corn meal) were autoclaved twice on
subsequent days at 121 0C for 60 min, and then were inoculated with one 6-mm-diameter PDA plug
excised from an actively growing each F. culmorum and T. harzianum culture (Sneh et al. 1998). Flasks
were then placed in a growth chamber at 24 0C for 21 days.
Glomus moseae was bulked up on maize and used as mycorrhizal fungal inoculum. Mycorrhizal
inoculation were performed by incorporating the inoculum including soil infested with spores mixed with
root fragments, 2-3 cm below the seeds (Miles &amp; Wilcoxson, 1984). Inoculum amount was determined as
1000 spores 10 g -1 for each plant as seed treatment.
Wheat seed cv cv Altay 2000 were sterilized (%5 sodium hypocloride) and sown in pots. 1
seeds/cultivar in five pots was sown for each soil sample After 11 days 2% growing medium was added in
steril soil in pot Prothioconazole +Tebuconazole was used as fungucide (Table 1).
Treatment
Control (-)
Control (+)
Glomuss mosseae +F.culmorum+T.harzianum
F.culmorum+T.harzianum
Glomuss mosseae +F.culmorum
F.culmorum+Prothioconazole +Tebuconazole

Table 1:Treatments on wheat plants.

After sowing each pot received 100 ml of tap water. Pots were maintained in a greenhouse at 21
C and watered daily for 21 days. After plants had been harvested and the roots were washed free of soil,
disease was assessed on roots and subcrown internodes. Severity of disease was evaluated on a scale of 0–5
in which 0: no lesion evident, 1: &lt;25% roots and subcrowns with necrosis, 2 :26–50% roots and subcrowns
with necrosis, 3: 51–75% roots and subcrowns with necrosis, 4: 76–100% roots and subcrowns with
necrosis, and 5: no plant emergence.
Obtained data from bioassays were analyzed by SPSS version 16.0.1. Data were analyzed by
ANOVA and treatment means separated by TUKEY test (P &lt;0:05) to select isolates for a new assay with
several cultivars

0

Results and Discussion
In greenhouse experiments, of T. harzianum, Glomus mosseae and Lamardor initially screened for
ability to suppress damping-off of wheat when applied to wheat seeds in sterilized soils. The results
obtained for the pot/soil experiment are given in Table 2. Lamardor caused a decrease in the percentage of
diseased plants. Lamardor provided 60% inhibition rate for F.culmorum. Treatments with T. harzianum
and Glomuss mosseae significantly reduced severity of symptoms of F. culmorum damping-off as
compared with the non-treated controls. Among the antagonists were significantly better than the control,
but it was not statistically different from each other. The results shown that T. harzianum was found to
have a wide range of inhibitory effects against Fusarium culmorum. T. harzianum provided 65-70%
inhibition rate for F.culmorum. T. harzianum gave also a good behaviour and growth in soil. It was
observed colonization of Trichoderma harzianum (data not shown). T. harzianum is a potential agent for
the biocontrol of plant pathogens.

11

�Treatment
Control (-)
Control (+)
Glomuss mosseae
+F.culmorum+T.harzianum
F.culmorum+T.harzianum
Glomuss mosseae +F.culmorum
F.culmorum+Prothioconazole
+Tebuconazole

Scala Value
0±0,0 a
4,7±0,3 c

Diseases severity %
0
95

1,3±0,3 b

30

1,6±0,5 b

35

1,6±0,3 b
2±0,3 b

35
40

Table 2 Cultivar reaction to the inhibition of F.culmorum after treatment with Glomuss mosseae ,
T.harzianum, Prothioconazole +Tebuconazole. Means with different letters are significantly different at
p&lt;0,05 using TUKEY test.
Mycorrhizal fungi reduced the percentage of diseases severity in infected wheat plants. These
result is in agreement with Askar &amp; Rashid (2010). We found that Glomuss mosseae decreased root rot by
65-70%. Many researchers have reported that colonization of mycorrhizal fungi can reduce root diseases
caused several soil born pathogens (Wehner et al. 2009; Hozgonen et al. 2010). Mycorrizal colonization
was observed in the root of wheat and in soil (data not shown). Wheat with Mycorrizal fungi was observed
to receive protect from F.culmorum relative to control plants in our experiment.
Biological control is becoming an important component of plant disease management. It was
reported that Trichoderma harzianum and Glomuss mosseae are the most effective agent for the biocontrol
of fungal pathogens (Kucuk &amp; Kıvanc, 2005; Ozgonen &amp; Erkilic, 2007). Dunlop et al. (1989) showed that
an isolate of T. koningii inhibited the saprophytic growth of G. graminis (Sacc.) Arx and Oliver var. tritici
Walker (Ggt).
In conclusion, our study showed that T. harzianum and Glomus mosseae were superior in
suppressing the disease. Fron the obtained results that both of biological agents showed an antagonistic
effect on plant pathogenic fungi and Glomus mosse colonization increased plant resistance against infection
with F. culmorum as well as on their biochemical and physiological features. Thus they could be used in
certain biological control studies

References
Ahonen-Jonnart U., Van Hees, P.A.W., Lundstrom, U.S., &amp; Finlay, R.D. (2000). Organic acids produced by
mycorrhizal Pinus sylvestris exposed to elevated aluminium and heavy metal concentrations. New Phytol. 146: 557–
567.
Altomare, C., Norvell, W.A., Bjorkman, G., &amp; Harman G. (1999). Solubilization of phosphates and micronutrients by
the plantgrowth- promoting and biocontrol fungus T. harzianum Rifai 1295-22. Applied and Environmental
Microbiology, Vol. 65, No. 7, 2926-2933.
De Meyer, G., Bigirimana, J., Elad, Y. &amp; Hofte, M. (1998). Induced system resistance in Trichoderma harzianum T39
biocontrol of Botrytis cinerea. Eur. J. Plant Pathol. 104: 279–286
Dunlop, R.W., Simon, A., &amp; Sivasithamparam, K. (1989) An Antibiotic from Trichoderma koningii Active Against
Soilborne Plant Pathogens. Journal of Natural Products 52: 67-74.
Grondona, I., Hermosa, R., Tejada, M., Gomis, M.D., Mateos, P.F., BrIdge, P.D., Monte, E. &amp; Garcia-Acha I. (1997).
Physiological and biochemical characterization of Trichoderma harzianum, a biological control agent against soilborne
fungal plant pathogens. Appl. Environ. Microbiol. 63: 3189–3198.
Jacobs, H., Boswell, G.P., Ritz, K., Davidson, F.A. &amp; Gadd, G.M. (2002). Solubilization of calcium phosphate as a
consequence of carbon translocation by Rhizoctonia solani. FEMS Microbiol. Ecol. 40: 65–71.

12

�Kücük, K., &amp; Kıvanc, M., (2003). Isolation of Trichoderma Spp. and Determination of Their Antifungal, Biochemical
and Physiological Features .Turk J Biol 27, 247-253
Rosling, A., Lindahl, B.D., Taylor, A.F.S. &amp; Finlay R.D. (2004). Mycelial growth and substrate acidification of
ectomycorrhizal fungi in response to different minerals. FEMS Microbiol. Ecol. 47: 31–37.
Sneh, B., Burpee, L., &amp; Ogoshi, A. (1998). Identification of Rhizoctonia species. American Phytopathological Society
Press. St Paul, 133 pp.

13

�</text>
                  </elementText>
                </elementTextContainer>
              </element>
            </elementContainer>
          </elementSet>
        </elementSetContainer>
      </file>
    </fileContainer>
    <elementSetContainer>
      <elementSet elementSetId="1">
        <name>Dublin Core</name>
        <description>The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.</description>
        <elementContainer>
          <element elementId="79">
            <name>Extent</name>
            <description>The size or duration of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22533">
                <text>321</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22534">
                <text>Effect Of Trichoderma Harzianum And An Arbuscular Mycorrhizal  Fungus Glomus Mosseae On Fusarium Crown Rot (Fusarium  Culmorum) In Wheat (Cv Altay 2000)</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="96">
            <name>Author</name>
            <description>Author</description>
            <elementTextContainer>
              <elementText elementTextId="22535">
                <text>Arıcı, S.Evrim
Eser, İlknur
Özgönen, Hulya</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="22536">
                <text>The necrotrophic fungal pathogen Fusarium culmorum causes crown rot  disease (CR) in wheat. The experiments were designed to compare the effectiveness of  Trichoderma harzianum and Arbuscular Mycorrhizal Fungus Glomus mossea on  reduction of F. culmorum in wheat (cv Altay 2000) in pots tests in this research. Three  weeks after sowing, percentage of diseased emerging seedlings were evaluated. In pot  trials, Trichoderma harzianum, Glomus mosseae were initially evaluated for reducing  disease on wheat cultivars Altay 2000 planted in sterilized soil artificially infested with  the pathogen. Wheat plants growing from T. harzianum, and G. mosseae showed the  average disease severity of 82.68% for 30-40% while plants from untreated soil had the  disease severity of 75% and 98%, respectively Both of them gave also a good control in  wheat cultivars. The ability of these isolates to affect the infection of wheat seedlings by  F. culmorum may be of potential value in field trials</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="22537">
                <text>2010-06</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="22538">
                <text>Conference or Workshop Item
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="15">
        <name>Q Science (General)</name>
      </tag>
    </tagContainer>
  </item>
</itemContainer>
