Every learner matters equally: Celebrating and championing inclusion in education
“UNESCO’s focus moves beyond equality and equity, to recognize diversity not as a barrier, but as a vital asset to education and to society as a whole,” said Stefania Giannini, UNESCO Assistant Director-General for Education, at the official ceremony held at UNESCO Headquarters with some 700 participants present and another 800 joining online.
Over the past three decades, commitment to inclusive education has grown . In 2015, the international community adopted the Sustainable Development Goals, guided by the promise to leave no one behind, and with an explicit Goal (SDG 4) for inclusive and equitable quality education and lifelong learning.
This was reinforced by the Cali Commitment in 2019 which calls for education policies and practices that ensure every learner is valued and diversity is celebrated.
In 2022, at the Transforming Education Summit, over 140 countries committed to improving education systems to address inclusion, quality, and relevance in education. Of these, 87% have committed to ensuring more inclusive education systems.
While the world has made significant progress, 250 million children and youth are out of school and far too many within school walls are not learning. Many barriers to education persist, linked to race, ethnicity, socioeconomic status, language, disability, language or gender.
“We have seen that 30 years ago, 30 years ago, the world came together and made commitments on inclusion. Since then, more people have been enrolled in schools. We, in Sierra Leone are proud of what we are doing with radical inclusion. We will stop at nothing until every child, every learner can access the same level of inclusion in education. When you create solutions for radical inclusion, everyone benefits,” said Chief Minister of Sierra Leone, David Moinina Sengeh.
This call was echoed by Mr José Manuel Bar Cendón State Secretary, Ministry of Education, Spain who stated, “in those 30 years we have seen the appearance of new factors, which bring with them certain large risks but also great opportunities. An inclusive model has to go further than dealing with handicap, it must deal with the whole space of vulnerabilities. All of this costs a lot, but let’s think of the alternative, if we lose the richness of diversity, we will lose values as societies, we will lose the talents of a great part of our society, we will lose opportunities and progress and in particular, the quality of our own education systems. To return to optimism we can do this, we are doing this, but we need conviction, we need resources, and we need a great deal of courage.”
“Inclusion is not a policy but a principle. It is everybody’s job. If you make inclusion a policy it is just one person’s job,” said Mel Ainscow, Emeritus Professor, Education, University of Manchester, United Kingdom, who reminded participants, “that the most difficult barriers to inclusion are the barriers in our mind.”
Championing inclusive education, musician, songwriter, and neurodiversity advocate J Grange said, “strength lies in difference and not in similarity. We need to move away from this one size fits all education system.”
Global Inclusive Schools’ Forum
With the deadline for the Sustainable Development Goals rapidly approaching, the official ceremony and ensuing two-day Global Inclusive Schools’ Forum, concentrated on the need for transformative, bold, and ambitious system change - reimagining physical spaces, teacher training, curricula, assessments, and beyond.
Xueli Abbing, Chairperson for the Open Eyes Foundation and UNESCO Goodwill Ambassador for the Fight Against Racism and Discrimination, called for the meaningful engagement of young people. “The most important thing we have to do is to involve youth. Young people have to be their own advocate and we, as adults, need to make sure that children get a high level of education no matter what their disability.”
Teachers also need support, but around 40% of countries do not provide teacher training on inclusion.
Ignas Gaižiūnas, Advisor to the Minister of Education, Science and Sports of the Republic of Lithuania, “We need to have specific measures to support teachers to work with children with particular needs. To help teachers develop a mindset that inclusion is possible, provide possibilities to work collaboratively with education specialists in schools, parents, NGO experts who are present in our institutions. Mindset and teamwork.”
During the celebrations UNESCO also called on all the champions for girls’ and women’s education to be nominated for the 2024 UNESCO Prize for Girls’ and Women’s Education which is now open and accepting nominations until 24 May 2024.
The Salamanca anniversary celebration closed with an inspiring performance by Roxane Butterfly, international tap-dance choreographer and her daughter Zuly who make their artistic expertise accessible to all.
- Inclusion in education
- Every learner matters and matters equally: Making education inclusive
- Q&A: How inclusion in education has evolved
- Salamanca anniversary celebrations at UNESCO on 13 March
- Global Inclusive Schools’ Forum at UNESCO 14 – 15 March
- Photos on Flickr
- Podcast “Goal 4: Education For All” hosted by Richard Ingram (views are not those of UNESCO)
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Inclusive education: Global priority, collective responsibility
- Published: 20 November 2020
- Volume 49 , pages 97–101, ( 2020 )
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Just over ten years ago, a special issue of Prospects was dedicated to the theme of inclusive education. It appeared right after the 48th session of the International Conference on Education (ICE), with its theme “Inclusive Education: The Way of the Future”. This conference, which took place in Geneva in 2008, and was organized by UNESCO International Bureau of Education (IBE), focused on ways of providing education to the hundreds of millions of people around the world with little or no access to learning opportunities. The long-term objective was to support UNESCO Member States in providing the social and political conditions which every person needs in order to exercise their human right to access, take an active part in and learn from educational opportunities.
During the conference, ministers, government officials, and representatives of non-governmental organizations discussed the importance of broadening the concept of inclusion to reach all children, under the assumption that every learner matters equally and has the right to receive effective educational opportunities (Opertti et al. 2014 ). In this way, greater clarity was achieved regarding the idea of inclusive education.
Inclusion and equity
In many countries, inclusive education is still thought of as an approach to serving children with disabilities within general education settings. Following the lead provided by the IBE conference in 2008, however, it is increasingly seen more broadly as a principle that supports and welcomes diversity among all learners. This means that the aim is to eliminate the exclusion that is a consequence of attitudes and responses to diversity in race, social class, ethnicity, religion, gender, sexual orientation, migrant status, and ability. As such, it starts from the belief that education is a basic human right and the foundation for a more just society—hence the more recent emphasis on equity, which implies a concern with fairness.
Moving forward, 2016 was a particularly important year in relation to the inclusion agenda. Building on the Incheon Declaration agreed at the World Forum on Education in May 2015, it saw the publication by UNESCO of the Education 2030 Framework for Action (UNESCO 2015 ). This emphasizes inclusion and equity as laying the foundations for quality education. It also stresses the need to address all forms of exclusion and marginalization, disparities and inequalities in access, participation, and learning processes and outcomes.
The importance of including children with disabilities is an essential strand within this international policy agenda. This was stressed in the United Nations Convention on the Rights of Persons with Disabilities (United Nations 2006 ), which states: “The right to inclusive education encompasses a transformation in culture, policy and practice in all educational environments to accommodate the differing requirements and identities of individual students, together with a commitment to remove the barriers that impede that possibility” (General Comment 4). Inclusion also implies greater emphasis on the medium of instruction, as promoting mother tongue-based multilingual education is key to quality lifelong learning opportunities for all. Equally important, inclusion implies the need to close the “digital divide”, by improving digital access and help all students develop digital and media literacy. Inclusion commits to ending segregation within educational settings by ensuring inclusive classroom teaching in accessible learning environments with appropriate support. This means that education systems must provide a personalized educational response rather than expecting the student to fit the system.
A renewed commitment reinforcing inclusion and equity in education was expressed at an International Forum, co-organized by UNESCO and the Colombian ministry of education in September 2019, to mark the 25th anniversary of the Salamanca World Conference on Special Needs Education. As underlined by the theme “Every learner matters”, the Forum was an opportunity to revive the broadened notion of inclusion as a general guiding principle to strengthen equal access to quality learning opportunities for all learners.
Setting the agenda
In this special issue of Prospects , scholars from around the world examine progress in implementing this thinking in various contexts. More specifically, they analyze these experiences in relation to the three justifications for inclusive education outlined in a recently published UNESCO report, “Towards Inclusion and Equity in Education: Status, Trends, and Challenges” (UNESCO 2020b ), which states that there is:
An educational justification : The requirement for schools to educate all children together means that they have to develop ways of teaching that respond to individual differences and that therefore benefit all children.
A social justification : Inclusive schools are intended to change attitudes to difference by educating all children together, and form the basis for a just and non-discriminatory society.
An economic justification : It is likely to be less costly to establish and maintain schools that educate all children together than to set up a complex system of different types of school specializing in particular groups of children.
The articles in this special issue address one overall question: What evidence is there to support these arguments? They do this in the context of a diverse range of countries and regions. At the same time, they focus on a wide range of children and young people who are seen to be vulnerable to marginalization, exclusion, and low achievement. Together, the articles throw light on positive developments that can inform thinking, policy, and practice in the field, as well as the challenges that exist in implementing these ideas.
This special issue
Like all major policy changes, progress in relation to inclusion and equity requires an effective strategy for implementation. In particular, it requires new thinking that focuses attention on the removal of barriers experienced by some children that lead them to become marginalized as a result of contextual factors. The implication is that overcoming such barriers is an important means of development forms of education that are effective for all children. In this way, an emphasis on inclusion and equity becomes a way of achieving the overall improvement of education systems, as signaled by the OECD ( 2012 , p. 14):
The evidence is conclusive: equity in education pays off. The highest performing education systems across OECD countries are those that combine high quality and equity. In such education systems, the vast majority of students can attain high level skills and knowledge that depend on their ability and drive, more than on their socio-economic background.
With this theme in mind, I am grateful to Professor Mel Ainscow for guest editing this special issue of Prospects . For the past 30 years or so, he has played an important role in the efforts of UNESCO to promote the idea of inclusive education globally, linking this to the overall improvement of education systems. He was closely involved in the design of three major events: (1) the Salamanca Conference on Special Needs Education in 1994; (2) the 48th session of the IBE International Conference on Education in 2008; and, more recently, (3) the International Forum co-organized by UNESCO and the Colombian ministry of education in September 2019, to celebrate the 25th anniversary of the Salamanca Declaration.
During the 1990s, Mel led the development of the teacher-training materials “Special Needs in the Classroom” on behalf of UNESCO, which involved initiatives in over 80 countries (UNESCO 1993 ). And, more recently, he led the production of the UNESCO publication A Guide for Ensuring Inclusion and Equity in Education (UNESCO 2017 ), which offers practical support to member states to help review how well equity and inclusion currently figure in existing policies, decide what actions need to be taken to improve policies, and monitor progress as actions are taken. Related to this guide, Mel also coordinated the production for the IBE of Reaching Out to All Learners (UNESCO IBE 2016 ), a set of resource materials intended to influence and support inclusive thinking and practices at all levels of an education system.
A global priority
The agenda of this special issue has become an even greater global priority as the world responds to the massive challenges that have emerged as a result of the pandemic crisis. This has thrown new light on the urgent need to develop education systems that are designed to include all of our children and young people. In this sense, the task is not about returning to normality. Rather, it is an opportunity to create a “new normal”, fueled by lessons learned during this period of global crisis. As argued by Nóvoa and Alvim ( 2020 , p. 6), “Many educators and families were already aware of the need to change the school model, but the pandemic revealed the urgency and the possibility of this transformation”.
Insights into the existing global situation in relation to the need for transformation are provided in the recent Global Education Monitoring Report (UNESCO 2020a ), a summary of which is provided in this special issue. The report assesses progress towards Sustainable Development Goal (SDG) 4, as well as other related education targets in the SDG agenda. In particular, it examines progress in relation to inclusion in education, drawing attention to all those excluded because of their background or personal characteristics.
The GEM 2020 report is informed by the explicit reference to inclusion in the 2015 Incheon Declaration and the call to ensure an inclusive and equitable quality education in the formulation of SDG 4, the global goal for education. It reminds us that, no matter what argument may be built to the contrary, we have a moral imperative to ensure that every child has a right to an appropriate education of high quality. In so doing, it argues that “debating the benefits of inclusive education can be seen as tantamount to debating the benefits of the abolition of slavery, or indeed of apartheid” (UNESCO 2020a , p. v).
The GEM 2020 report also explores the challenges holding us back from achieving this vision and provides concrete policy examples from countries managing to tackle them with success. Echoing themes that are addressed in this special edition of Prospects , these challenges include:
differing understandings of the word inclusion;
lack of teacher support;
absence of data on those excluded from education;
inappropriate infrastructure;
persistence of parallel systems and special schools;
lack of political will and community support;
untargeted finance;
uncoordinated governance;
multiple but inconsistent laws;
policies that are not being followed through.
Collective responsibility
In her introduction to the GEM 2020 report (UNESCO 2020a ), Audrey Azoulay, Director-General of UNESCO, emphasizes the urgent need to address these challenges:
It has never been more crucial to make education a universal right, and a reality for all. Our rapidly-changing world faces constant major challenges—from technological disruption to climate change, conflict, the forced movement of people, intolerance and hate—which further widen inequalities and exert an impact for decades to come. The Covid-19 pandemic has further exposed and deepened these inequalities and the fragility of our societies.
She goes on to conclude that, more than ever, we have a collective responsibility to support the most vulnerable and disadvantaged learners. I hope that the articles in this special issue of Prospects will provide encouragement and inspiration to researchers, policy makers, and practitioners in moving this agenda forward.
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Ydo, Y. Inclusive education: Global priority, collective responsibility. Prospects 49 , 97–101 (2020). https://doi.org/10.1007/s11125-020-09520-y
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CONCEPTUAL ANALYSIS article
Research about inclusive education: are the scope, reach and limits empirical and methodological and/or conceptual and evaluative.
- Graduate School of Education, University of Exeter, Exeter, England
This paper argues for a broader conception about research into inclusive education, one that extends beyond a focus on empirical factors associated with inclusive education and the effects of inclusive education. It starts with a recent summary of international research into the effects of inclusive education on students with SEN/disabilities and those without. On the basis of this review, it examines a model showing the complexity of factors involved in asking questions about the effects of inclusive education. This complexity reflects the ambiguity and complexity of inclusive education, which is discussed in terms of varied contemporary positions about inclusive education. The analysis illustrates how there has been more focus on thin concepts of inclusion (as setting placement or in general terms) rather than its normative and value basis, which reflects a thick concept of inclusion. The paper concludes by illustrating with the use of a version of the capability approach how there are value tensions implicit in inclusion about difference and about personal vs. public choice. This requires value clarification and some settlement about the balance of values, which is where deliberative democratic principles and processes have a crucial role. The proposed answer to the paper’s question about the scope, reach and limits of research in inclusive education is that such research involves both empirical, methodological, and evaluative matters. Educational research about inclusive education is not just empirical, it also involves value and norm clarification, a process which has been too often ignored.
Introduction
In asking about the scope, reach and limits of research in inclusive education in this paper, the aim is to examine some contemporary findings in one area of research in inclusive education and how value positions are implicated. Policy makers are interested in the effects of inclusive education and researchers are keen to provide evidence that bears on policy making. The paper will start off with a research review which was conducted as a specific response to a policy maker’s request. However, this kind of research, which can be described as treating inclusion as a technical matter, has been widely criticized. For example, Slee and Weiner (2001) identify two groups of researchers; (i) those who work within, what they call the “positivist paradigm,” accept the way things are, attempt to make marginal reforms and who criticize “full inclusion” as ideological and (ii) those who see inclusive education as cultural politics and call for educational reconstruction. Though these authors align with the second group, it is interesting that the first author subsequently uses research which treats inclusive education as a technical matter to support a position about inclusive education. Subsequently, Slee (2018) has referred to a review by Hehir et al. (2016) that depends on a systematic review of technical style studies to support his claims about how: “adjustments made to classrooms, to curriculum and to pedagogy to render classrooms more inclusive and enabling also benefit students without disabilities” (p. 69).
In discussing what this review of Inclusive Education Effects (IE) can tell us and what it cannot, the paper will examine a model showing the complexity of factors involved in asking questions about the effects of inclusive education. It then moves on to consider what other kinds of questions might be asked in research about inclusive education that cannot be addressed through effects-focussed methodologies. At this point in the paper, the issue arises about how the results from empirical studies relate to what is called inclusion or inclusive education. So, varied perspectives on inclusive education are summarized, including those of some parents, based on a recent study of parents’ experiences of deciding to opt for special schooling. These perspectives reflect the ambiguity and complexity of inclusive education, illustrating how the concept is often used in a thin way in empirical studies by focusing more on its empirical identification and causal relationships than its more expanded normative and value basis, a thick concept of inclusion. The paper concludes by using a version of the capability approach to examine issues about “full inclusion” and what can be called a more balanced or reasoned inclusion. This reveals two key dilemmas about difference and about personal vs. public choice that are relevant to providing inclusion with a well-founded value basis. The paper concludes with the claim that research into inclusive education involves technical, methodological, and evaluative matters. It proposes a role for public deliberation in clarifying and settling these value and norm clarification, process which have been largely ignored.
Review of inclusive education effects
The aims of this review were to (i) identify and summarize contemporary international research on IE effects and (ii) draw implications for policy, practice and future research in IE field. The context of this review was that it was undertaken in 2019 by three members of the Lead Group of the SEN Policy Research Forum (SENPRF) 1 following informal communications with the Government Department for Education (DfE) about national SEN and inclusion policy. The Forum was asked to summarize relevant research which was then presented as well to the national SEN Review ( Gray et al., 2020 ).
Ten sources were identified coming from a 2 stage process. Firstly, the authors identified relevant papers already known to them (4 papers). This was then supplemented, secondly, by a data base search using ERIC and ERC databases for the period 2009–2019. Search terms involved all variations of inclusion/inclusive education/mainstreaming × achievement/social emotional X effects. For the ERIC database 630 articles were retrieved with only 5 identified as relevant; for the ERC database 544 articles were retrieved with only one identified as relevant. In this way 10 papers were identified (see Gray et al., 2020 for more details). Five of the papers were reviews of international studies ( Ruijs and Peetsma, 2009 ; Dyssegaard and Larsen, 2013 ; Oh-Young and Filler, 2015 ; Hehir et al., 2016 ; Szumski et al., 2017 ). Some of these reviews included studies conducted before the 2009 cut-off date used for this review. Three involved a quasi-experimental designs, two with collected data and one using national administrative data. Four involved multi-variate statistical analyses of longitudinal data; with 2 using cohort studies. The papers were either from the United States or European countries, with none from the United Kingdom. Inclusion was mostly defined in the studies covered in terms of a mainstream class setting compared to a special class/school setting. Few gave details about the setting. Where they did, the proportion of time in the mainstream class was reported (e.g., greater or less than 80% of time). In one example, an inclusive setting was defined as being in general classrooms with several hours support per week and receiving therapy support too. Special school was described as small classes (5–8 children) taught by a specialist teacher with an assistant and therapy support ( Sermier Dessemontet et al., 2012 ).
The review was organized into four broad areas: (i) academic effects on students with SEN/disabilities and (ii) social-emotional effects on students with SEN/disabilities, (iii) academic effects on students without SEN/disabilities, and (iv) social-emotional effects on students without SEN/disabilities. For the first area, five sources were used with the balance of findings showing more academic gains of students with a range of SEN in ordinary rather than separate settings. These students were broadly characterized as having mild to moderate SEN/disabilities with the gains being in mostly literacy, but some in maths. One of the review papers reminded readers that this evidence did not show that “full” or “complete” inclusion had higher gains to special education settings for students with mild disabilities.
For the review area, academic effects for non-disabled students, the reviews of older studies, done before 2010 presented a mixed overall picture. However, on balance most studies showed more neutral or positive than negative effects for non-disabled students. However, some more recent individual studies rather than reviews indicated specific weak to moderate negative academic effects on non-disabled students, e.g., having classmates with emotional/behavior difficulties ( Fletcher, 2010 ) or special school returners ( Gottfried and Harven, 2015 ). Other studies indicated some small positive effects, associated with positive teacher attitudes, their training, strategies geared to diverse needs and problem-solving oriented schools ( Hehir et al., 2016 ). In addition, reviews were mixed about the negative academic effects of students with emotional and behavior difficulties on students without SEN/disabilities.
For the review area about social-emotional effects on SEN/disabled students, there were fewer studies than for academic effects. Here the sources showed mixed results. While one review referred to mostly positive outcomes ( Hehir et al., 2016 ), the other significant review reported that no conclusions can be drawn ( Ruijs and Peetsma, 2009 ). One specific recent study found no adaptive behavior differences across settings ( Sermier Dessemontet et al., 2012 ). For the fourth review area about social emotional effects for non-disabled students, there were also relatively few studies. These were recorded in review papers and showed some positive effects, e.g., less discriminating attitudes, increased acceptance, and understanding.
Research limitations and some relevant conclusion
As in other educational research focussed on effects, there are various design limitations to these inclusion effect studies. These studies use a range of approaches from quasi-experimental designs (QED) to multi-variate statistical analyses of longitudinal data and administrative data sets. With QED, as there is no randomized group allocation, there can be some “participant bias,” e.g., students in inclusive settings might have higher starting levels of functioning. Many of these papers refer to a series of limitations. Studies often use differing definitions of the compared settings. Comparisons are also often defined in terms of placements, e.g., special school v. ordinary school or special class/unit vs. ordinary class, not in terms of school-level (e.g., school ethos), or class level factors (e.g., quality of teaching). Findings relate to specific student age groups and areas of SEN/disability and not others. There is also the risk that other areas of SEN/impairment may not be controlled for in comparisons. Sometimes SEN/disability is also used generically to cover a range of areas and so the comparison becomes between SEN v non-SEN or disabled vs. non-disabled. How these terms are used can also vary internationally. In terms of statistical analyses, sample sizes may be under-powered to draw confident conclusions. Some effect measures, especially for the social-emotional effects could have improved measurement characteristics (e.g., reliability and validity).
For the purposes of this paper three main concluding points can be drawn from this review of inclusive education effects. The first point is that the basic typology of effects (academic and socio-emotional inclusion effects for SEN/disabled students and non-SEN/disabled children) needs to take account of other factors. These include the kinds of SEN/disability, phases of schooling, quality of support for learning and structural class and school factors. Some of these factors might moderate the effects. These are illustrated in Table 1 .
Table 1. Framework of focus and interacting factors relevant to the effects of inclusive education.
What this framework indicates is the multi-dimensionality of inclusive education and the complexity of factors that relate to their varied effects. This implies that there is a need for more nuanced policy and practice questions about inclusive education and consequently more nuanced kinds of studies about inclusive education. This would counter the commonly found preferences that look for simple generalized empirical relationships to confirm pre-existing positions; avoiding what has been called the pervasive confirmation bias ( Wason, 1960 ).
The second main point to make from this review is that the balance of evidence finds neutral or small positive effects as opposed to negative effects. This means that adopting an “on balance” position is the wise way to summarize the review outcome. Both positive and negative effects need to be understood in terms of the complex interaction of individual, class and school factors, on one hand, and what counts as inclusive education and the specific types of effects, on the other. The value of a framework like in Table 1 is that it reflects points from research findings about factors in those interactions that are more or less alterable, with this having policy implications. The third main point of conclusion from this review is that it is useful to develop this kind of mapping of the kinds of interacting factors related to questions about inclusion effects. This is relevant both to the design of further studies and to drawing conclusions for policy.
Unaddressed questions about inclusive education
The kinds of effectiveness research discussed above still leave some crucial questions about inclusive education unaddressed. Although there is scope for more sophisticated research designs to evaluate the effects of inclusive education, the use of multivariate statistical techniques involves large samples which are often not available, especially in some areas of SEN/disability, e.g., severe and profound and multiple learning difficulties SLD/PMLD). So, there are questions still to be asked about the inclusion of students with SLD/PMLD and those with significant emotional and behavior difficulties. These are difficult to address partly because of the relatively low incidence of these areas of difficulties but also the scarcity of practices involving these students in what would be called inclusive settings ( Agran et al., 2020 ). In a rare US quasi-experimental study, for example, 15 pairs of early years and primary aged children with “extensive support needs,” were matched across 12 characteristics based on their first complete Individual Education Program (IEP). One child in each pair was included in general education for 80% or more of their day, while the other was in a separate special education class ( Gee et al., 2020 ). Extensive analyses were shown to indicate more engagement and higher outcomes in general classrooms. But, in terms of what this study implies for inclusive education, there are no details of the students’ level of intellectual disability in these pairs and so we do not know if they had severe/profound intellectual disabilities or in United Kingdom terms SLD or PMLD. Nor does the report indicate details about the type of support and adaptations that were made for those in the general class or whether they spent 20% of their time in a separate class setting.
In the United Kingdom by comparison, reports about inclusive practices are in the form of cases or demonstration models of inclusive practice. For example, an illustration of inclusive practice with students with PMLD involved a common interactive music program for learners with PMLD and those from a mainstream primary school that enabled learning for all involved ( Education Wales, 2020 ). Though this inclusive program took place in a special school setting, it could have also been in an ordinary school setting. Both the primary school and special school children benefitted in their own ways from the joint activities, which seemed to enable its inclusiveness through it focus on the expressive arts.
The implication is that effectiveness research about inclusive education does not bear directly on the basic questions about the future of special classes and schools, settings which have been interpreted as being inconsistent with “full inclusion” ( UNICEF, 2017 ). The uses of terms like “full inclusion” or an “inclusive system at all levels” are unclear about whether they can involve some part-time separate settings (e.g., 20% of class time) or not. They are also unclear about whether fixed term (e.g., 1 year) placements in separate settings are compatible with an inclusive system and whether an “inclusive system at all levels” implies the closure of all special schools in the foreseeable future.
Critiques of “full inclusion” over many years have been about the position representing a “moral absolute” that requires the elimination of any alternative placements or settings to ordinary class placements ( Kauffman et al., 2021 , p. 20). For Kauffman and colleagues, the “full inclusion” focus on place rather than instruction or teaching is deeply problematic. They question those interpretations of Article 24 of the CRPD ( UN, 2006 ) that the Convention implies “full inclusion” without attention to the quality of teaching and alternative placements. However, what both advocates of “full inclusion” and these above critics have in common is that they both use false oppositions or dichotomies; with one pole being favored and the other pole rejected. They mirror each other in this kind of thinking.
There have, however, also been more nuanced arguments about inclusion over the years. Fuchs and Fuchs (1998) , for example, identified strengths and limitations in arguments of both “full inclusionists” and “inclusionists.” They see the former group (full inclusionists) as focussed more on children with more severe disabilities (low incidence needs), prioritizing social attitude and interaction learning, while the latter (inclusionists) are focussed more on children with high incidence needs, prioritizing academic learning and accepting a continuum of provision. Fuchs and Fuchs (1998) raise the question of whether “full inclusionists” are willing to “sacrifice children’s academic or vocational skills” for their social priorities ( Fuchs and Fuchs, 1998 , p. 312). This identifies the differences over inclusive education as one of value priorities, a point to be returned to later in this paper.
One way to take a broader perspective is to consider the practice and theory of a “full inclusive education” commitment. From the practice perspective, we can examine the Canadian New Brunswick system, which is cited as an example of “full inclusion” ( National Council for Special Education [NCSE], 2019 ). In a statement by the Porter et al. (2012) , a core inclusive principle is that:
“… public education is universal—the provincial curriculum is provided equitably to all students and this is done in an inclusive, common learning environment shared among age-appropriate, neighborhood peers” (p. 184).
However, in this publication evidence is given of the use of part-time and full-time “streaming” in primary and secondary schools and some alternative settings (0.4–1.5% across Francophone districts: p. 91). The reference in the above core principle to “common learning environments” is central to the definition of inclusive education. This phrase was introduced as an expansive definition:
“to dispel the misperception that inclusion is having every learner in a regular classroom all the time, no matter what the circumstances” ( AuCoin et al., 2020 , p. 321).
By using this term “common learning environment” in this way and not referring to ordinary/mainstream class environments, the New Brunswick conception of inclusive education is open to use of some alternative settings which is inconsistent with “full inclusion” and compatible with the concept of a flexible continuum of provision.
Inclusive education: concept, theory, and ambiguity
Given these ambiguities, on one hand, and the passions associated with inclusion and inclusive education, on the other hand, the analysis needs to consider the value of inclusion as this might inform some of the applied questions about inclusive education. In this regard, Felder (2018) has identified that inclusion tends to be a thin concept in empirical studies, like those discussed above. This is illustrated in the way the terms inclusion/inclusive are used in these studies. It is also why “what counts as inclusion” is an important part of the framework in Table 1 about the focus and interacting factors relevant to the effects of inclusive education. What these empirical studies do is focus more on matters related to how to realize inclusive education than consider and justify its expanded normative and value basis, what Felder (2018) called a thick concept of inclusion.
For Felder, an important distinction here is between communal inclusion (gemeinschaft) and societal inclusion (gesellschaft), to use the German terms from the social theorist Tonnies. Societal inclusion is about social relationships formed through instrumental rationality, while communal inclusion is about social relationships found in friendships, love relationships and interpersonal ties. In this analysis, the structures of societal inclusion can influence what make communal inclusion possible. However, communal inclusion sets some limits to the extent to which this form of communal inclusion can be secured through human rights. Felder’s analysis implies that human rights are not able to fully secure the social freedom and recognition, esteem or solidarity that are often neglected aspects of inclusion. In Felder’s analysis inclusive education which ultimately depends on social inclusion depends on social intentionality or agents acting collectively. People need to be integrated in a cooperative societal context to use their freedoms and basic rights. This underlines the importance of people having a degree of freedom to decide where they want to be included and be associated with. And, if disabled people are to have similar freedoms as other people in positive terms, they require more goods than others, because of the problem of converting these resources into practical opportunities. This is the basic assumption deriving from the capability approach ( Sen, 1979 ), which will discussed further below.
This thick concept on inclusion can also be contrasted with some current concepts of what inclusion means in inclusive education. Two leading concepts will be discussed and contrasted with a third which relates directly to students with more severe/profound disabilities. The first perspective, proposed by Warnock (2005) emphasizes that inclusion means the entitlement of everyone to learning in a personally relevant way, wherever this takes place. This concept of inclusion can imply and be used to justify separate settings for learning, e.g., special schools and classes in general schools, while overlooking the social effects and significance of separation, especially if it is imposed. Another leading concept of inclusion in inclusive education, associated with the Inclusion Index ( Booth and Ainscow, 2011 ) focuses on increasing student participation and reducing exclusion from “the cultures, curricula and communities of local schools” (p. 6). This concept implies that “all are under same roof,” a phrase used by Warnock (2005) , with the onus on local ordinary schools to accommodate diversity. This concept says little about how much diversity can be accommodated nor whether restructuring local schools could include some internal school separation.
It is also useful to contrast these two leading concepts with a 40 year old concept of partial inclusion that relates specifically to students with more severe/profound disabilities ( Baumgart et al., 1982 ). The basic premise of the principle of partial participation is that all severely disabled students have “a right to educational services that allow them to be the most that they can be” (p. 4). This implies engaging in as many different activities in as many different environments as instructionally possible. Baumgart et al. (1982) clarify that such partial participation requires individualized adjustments or modifications of typical environmental conditions. They also note that observing severely disabled and non-disabled students will show that they do not participate in activities to the same degree and in the same ways. This concept is characterized by its strong focus on what is pedagogically possible, going beyond the generalities of the two more prominent recent concepts.
Different policy positions
The leading international policy position on inclusive education is in Article 24 of the Convention on the Rights of Persons with Disabilities (CRPD; UNICEF, 2017 ). The CRPD stresses that inclusive education is a fundamental human right for every child with a disability. It defines an inclusive education system as one that “accommodates all students whatever their abilities or requirements, and at all levels.” This position is justified in various terms: the educational case is that all children learn more effectively in an inclusive system; the social case is that this contributes to more inclusive societies and the economic case that it is more cost-effective.
However, not all countries accept Article 24 as shown by the United Kingdom Government having ratified the UNCRPD but stating specific reservations about preserving parents right to choose a special school education. This position has been United Kingdom (England) policy for over a decade. For example, the results of the consultation about the Green Paper that preceded 2014 revised SEN and disability legislation, were interpreted as showing widespread support. The public consultation was interpreted as showing support for parents to have the right to express a preference for any state funded mainstream or special school ( Department for Education [DFE], 2011 ).
It is revealing to compare these policy perspectives on inclusive education with those of parents who have selected special schools for their children with SEN/disabilities. A recent United Kingdom study examined the views of parents of pupils in special schools in the South West of England: their reasons for choosing special school, the extent to which they felt they had an independent choice, their views on alternative provision and their concepts of inclusive education ( Satherley and Norwich, 2021 ). Analysis showed that the top three reported factors as influencing decisions were school atmosphere, caring approach to pupils and class size, a finding that connected with their concepts of inclusive education. Not only does this small-scale study show distinctive parental perspectives on schooling and the dilemmas they experienced in choosing provision for their children, but concepts of inclusive education that depart from some of those discussed above. Over half considered that high quality inclusive education provision meant a sense of belonging to a class and school and social acceptance by peers, on one hand, and a more individualized curriculum, on the other. In addition, for many parents the belonging, social acceptance and Individualized curriculum was found only in special schools. By contrast, quality inclusive education rarely meant a resource base or specialist unit attached to mainstream school (28%), joint placement (21%), co-located schools (19%) or mainstream provision only (8.8%). What characterizes these parents’ perspectives was that they did not refer to placement, where provision is made. The UNCRP assumes that inclusion means placing students with disabilities within mainstream classes with appropriate adaptations ( UNCRPD, 2016 , p. 3). So, these parents mostly held different views from the dominant UNCRPD concept of inclusive education, discussed above.
The capability approach
A thick concept of inclusion in inclusive education, as discussed above, implies the importance of people having a degree of freedom to decide where they want to be included and with whom they associate. It was also suggested above that if disabled people are to have similar freedoms as other people, they require more resources than others, because of the problem of converting these resources into practical opportunities. This is where the capability approach developed by Sen (1979) can act as rich conceptual and value resource for thinking about inclusive education. Its discussion in this paper is not as a complete approach to the field, 2 but as the kind of framework that assists in thinking about what is involved in a just education system.
For Sen (1979) , the capability approach is about evaluating someone’s advantages in terms of his or her actual ability to achieve various valuable functionings as a part of living. Terzi (2014) expresses what a capability represents in terms of the “genuine, effective opportunities that people have to achieve valued functionings” (p. 124). What is distinctive about the capability approach is how it answers the political-ethical question about equality of what? Unlike perspectives which either focus on equality of resources or opportunities, the capability approach focuses on genuine opportunities. For Terzi, capabilities as genuine opportunities are important because they ensure that individuals can choose the kind of life they have reason to value. This also implies a fundamental role for agency in realizing the valued plans in one’s life. This has implications for the balance of choice, especially where it concerns children and young people. It has also been argued that a capability-oriented approach needs to acknowledge children’s agency in determining their own valued functionings and not just be determined by adults ( Dalkilic and Vadeboncoeur, 2016 ). This introduces some nuance into how a capability approach might work in relation to education, but this is not the paper to discuss these matters further. There are also issues about determining the capability set to be equalized. In considering whether there are basic universal capabilities there are also questions about opting for adequacy rather than equality in capabilities and whether some capabilities require equality. These matters will also not be addressed here.
Where the capabilities approach is incomplete is in considering the design questions of how to equalize capabilities; how to organize education to achieve this goal? Two key questions will be considered in relation to this question:
i how are “valuable functionings” identified? This is about the balance between personal preferences (agency) vs. public choice (democracy);
ii how to address the dilemmas of difference? This is about recognition of difference as either enabling vs. stigmatizing ( Norwich, 2013 ).
The second question about differences and differentiation will be dealt with first. In the capability approach thinking about equalizing capabilities is in terms of dignity. In these terms two ways of equalizing dignity can be considered from an educational perspective. One way of equalizing dignity is to respond to the individual functioning of all; this can be seen as about enabling learning for all. Another way is to avoid marking out students as different; this can be seen as avoiding the risk of stigma/humiliation. For example, some parents of children and young people are reluctant to seek out a diagnosis for their children, e.g., autism of ADHD, while others seek them out. These two ways of equalizing dignity can lead to a tension: differentiation as enabling but also risking stigma and devaluation, which can present a dilemma about difference/differentiation.
One way to connect how to address the dilemma of difference to conceptions of inclusion is in terms of the distinction which Cigman (2007) has made between “universal” and “moderate” inclusion. For Cigman, in “universal” inclusion, any marking out through separation of some children is to be avoided—through identification, different curricula, teaching and settings along a continuum of provision. This separation is regarded as a mark of devaluation and stigma; its avoidance is presented as a way of promoting respect. She contrasted this with “moderate” inclusion, that recognizes that promoting respect is also about identifying pupils’ personal strengths, difficulties and circumstances in a way that is enabling and not just stigmatizing. Based on this thinking there can be two broad responses to dilemmas of difference:
• it is possible to respond to the individual functional requirements (enabling route) and to avoid separation (avoid stigmatizing route); there are no dilemmas of difference representing a “universal” inclusion perspective.
• It is possible to some extent to respond to the individual functional requirements (enabling route) and to avoid separation (avoid stigmatizing route), but not fully: there are some dilemmas of difference which can be resolved to some extent. This represents a “moderate” inclusion perspective, what might better be represented as a reasoned and balanced inclusion.
This line of thinking shows how political-ethical questions about equalizing capabilities implicate dilemmas of difference in concepts of inclusion in inclusive education.
Deliberative democracy and citizens’ assemblies: personal vs. public choice
The second question arising from issues linked to the capability approach is how are “valuable functionings” identified? This has been framed as about the balance between personal preferences (agency) and public or social choice (democracy). In the United Kingdom (English) SEN/disability policy context, there has been over several decades a strong adoption of a “parental choice—provision diversity” approach—or what has also been called a neo-liberal approach ( Runswick-Cole, 2011 ). Here the choice is placed firmly with the individual. However, there has also been a persistent concern about United Kingdom (England) policy failure, which has been interpreted as reflecting an over-emphasis on personal preference rather than public choice ( Lehane, 2017 ). This has even been recognized more recently by policy makers, including the contemporary Department for Education Review of SEN/disability policy and practice ( Department for Education [DFE], 2022 ). This is a case of a Government having to confront the results of decades of policy which have not supported inclusive practices in a strategic way:
“…the need to restore families” trust and confidence in an inclusive education system with excellent mainstream provision that puts children and young people first; and the need to create a system that is financially sustainable and built for long-term success ( Department for Education [DFE], 2022 , p. 5).
However, this is not just about persistent policy failure over SEN/disability, it can be seen to also illustrate the democratic deficits in general educational and general social policy-making processes. SEN/disability inclusion cannot be detached from these other systems within the wider education system, such as school accountability, curriculum focus, and design, behavior management etc., because of their strong inter-connections. This is where Crouch’s (2011) Post-Democracy analysis is relevant in identifying how policy-making could better reflect stakeholder’s perspectives. This also connects to Felder’s (2018) examination of the meaning of inclusion, as encompassing communal and societal aspects and as being inherently social in its links to social intentions and actions. Felder goes onto to argue that the inclusion in inclusive education involves all stakeholders at all levels, from individuals to structural levels.
The implication of this analysis is that there needs to be more public deliberation and choice about inclusive education and a better balance between personal preferences and public choice. Following this argument Norwich (2019) has argued for an Educational Framework Commission, as a non-governmental policy initiative that uses representative citizen assemblies and other approaches to seek informed common ground between different stakeholders in policy making. This is one way to consider what is involved in a thick concept of inclusion in its links to democracy and as setting the context for research into inclusive education.
Several conclusions can be drawn from the above analysis about the scope, reach and limits of research on inclusive education. First, inclusive education is multi-dimensional, ambiguous and normative. This is related to the discussion about using inclusion as a thick or thin concept. The thick—thin distinction has been associated with the philosopher Williams (1985) in relation to ethical evaluations. Both thin and thick concepts involve evaluations, but thick concepts also have more complexity and descriptive content, while with thin concepts there is little sense of what is evaluated positively or negatively. In the case of inclusive education, the characteristic qualified by the term inclusive is positive without knowing much about the characteristic. For example, describing some education practice as “inclusive” reflects a thin use of the term, while qualifying the term “inclusive” as in “societal inclusion” or “curriculum inclusion in a separate setting” reflects more content and veers toward a thicker use of the concept. Kirchin (2013) has suggested that this thin-thick distinction is better represented as a continuum from thin to thick, which fits the use of the term “inclusive,” in these three examples, “inclusive practice,” “societal inclusion” to “curriculum inclusion in a separate setting.”
What makes inclusion in inclusive education a thick term is its multi-dimensionality which can also engender value tensions that need to be resolved. As argued above, this requires value clarification and some settlement about the balance of values, which is where deliberative democratic principles and processes have a crucial role. However, these processes can be Informed by empirical research, such as those summarized above. So, the answer in this paper to the question about the scope, reach and limits of research in inclusive education is that such research involves both empirical, methodological and evaluative matters. Educational research about inclusive education is not just empirical, it also involves value and norm clarification, a process which has been too often ignored. However, some empirical research in the field, such as the effects type summarized above, requires thin concepts of inclusion, as this is the only way that systematic empirical metrics can be set up for the kinds of large scale linking of variables. So, there is a place for both thin and thick concepts of inclusion in which they can interact. Thick concepts of inclusion can inform the foci for empirical research, while thin concepts used in empirical conclusions can inform how thick concepts develop through deliberative processes.
Author contributions
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Conflict of interest
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- ^ SEN Policy Research Forum, an independent network based in the United Kingdom, that aims to contribute intelligent analysis and the use of knowledge and experience to promote the development of policy and practice for children and young people with special educational needs and disabilities.
- ^ Sen indicated himself that the capability approach is an incomplete approach as it requires local democratic social choice in defining capabilities ( Sen, 2017 ).
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Keywords : inclusive education, inclusion, research, effects, evaluations, thin and thick concepts
Citation: Norwich B (2022) Research about inclusive education: Are the scope, reach and limits empirical and methodological and/or conceptual and evaluative? Front. Educ. 7:937929. doi: 10.3389/feduc.2022.937929
Received: 06 May 2022; Accepted: 29 June 2022; Published: 15 July 2022.
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*Correspondence: Brahm Norwich, [email protected]
Disclaimer: All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article or claim that may be made by its manufacturer is not guaranteed or endorsed by the publisher.
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