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11.2 Sociological Perspectives on Education

Learning objectives.

  • List the major functions of education.
  • Explain the problems that conflict theory sees in education.
  • Describe how symbolic interactionism understands education.

The major sociological perspectives on education fall nicely into the functional, conflict, and symbolic interactionist approaches (Ballantine & Hammack, 2012). Table 11.1 “Theory Snapshot” summarizes what these approaches say.

Table 11.1 Theory Snapshot

Theoretical perspective Major assumptions
Functionalism Education serves several functions for society. These include (a) socialization, (b) social integration, (c) social placement, and (d) social and cultural innovation. Latent functions include child care, the establishment of peer relationships, and lowering unemployment by keeping high school students out of the full-time labor force. Problems in the educational institution harm society because all these functions cannot be completely fulfilled.
Conflict theory Education promotes social inequality through the use of tracking and standardized testing and the impact of its “hidden curriculum.” Schools differ widely in their funding and learning conditions, and this type of inequality leads to learning disparities that reinforce social inequality.
Symbolic interactionism This perspective focuses on social interaction in the classroom, on the playground, and in other school venues. Specific research finds that social interaction in schools affects the development of gender roles and that teachers’ expectations of pupils’ intellectual abilities affect how much pupils learn. Certain educational problems have their basis in social interaction and expectations.

The Functions of Education

Functional theory stresses the functions that education serves in fulfilling a society’s various needs. Perhaps the most important function of education is socialization . If children are to learn the norms, values, and skills they need to function in society, then education is a primary vehicle for such learning. Schools teach the three Rs (reading, ’riting, ’rithmetic), as we all know, but they also teach many of the society’s norms and values. In the United States, these norms and values include respect for authority, patriotism (remember the Pledge of Allegiance?), punctuality, and competition (for grades and sports victories).

A second function of education is social integration . For a society to work, functionalists say, people must subscribe to a common set of beliefs and values. As we saw, the development of such common views was a goal of the system of free, compulsory education that developed in the nineteenth century. Thousands of immigrant children in the United States today are learning English, US history, and other subjects that help prepare them for the workforce and integrate them into American life.

A third function of education is social placement . Beginning in grade school, students are identified by teachers and other school officials either as bright and motivated or as less bright and even educationally challenged. Depending on how they are identified, children are taught at the level that is thought to suit them best. In this way, they are presumably prepared for their later station in life. Whether this process works as well as it should is an important issue, and we explore it further when we discuss school tracking later in this chapter.

Social and cultural innovation is a fourth function of education. Our scientists cannot make important scientific discoveries and our artists and thinkers cannot come up with great works of art, poetry, and prose unless they have first been educated in the many subjects they need to know for their chosen path.

Figure 11.6 The Functions of Education

The Functions of Education include: social integration, social placement, socialization, and social and cultural innovation

Schools ideally perform many important functions in modern society. These include socialization, social integration, social placement, and social and cultural innovation.

Education also involves several latent functions, functions that are by-products of going to school and receiving an education rather than a direct effect of the education itself. One of these is child care : Once a child starts kindergarten and then first grade, for several hours a day the child is taken care of for free. The establishment of peer relationships is another latent function of schooling. Most of us met many of our friends while we were in school at whatever grade level, and some of those friendships endure the rest of our lives. A final latent function of education is that it keeps millions of high school students out of the full-time labor force . This fact keeps the unemployment rate lower than it would be if they were in the labor force.

Because education serves so many manifest and latent functions for society, problems in schooling ultimately harm society. For education to serve its many functions, various kinds of reforms are needed to make our schools and the process of education as effective as possible.

Education and Inequality

Conflict theory does not dispute the functions just described. However, it does give some of them a different slant by emphasizing how education also perpetuates social inequality (Ballantine & Hammack, 2012). One example of this process involves the function of social placement. When most schools begin tracking their students in grade school, the students thought by their teachers to be bright are placed in the faster tracks (especially in reading and arithmetic), while the slower students are placed in the slower tracks; in high school, three common tracks are the college track, vocational track, and general track.

Such tracking does have its advantages; it helps ensure that bright students learn as much as their abilities allow them, and it helps ensure that slower students are not taught over their heads. But conflict theorists say that tracking also helps perpetuate social inequality by locking students into faster and lower tracks. Worse yet, several studies show that students’ social class and race and ethnicity affect the track into which they are placed, even though their intellectual abilities and potential should be the only things that matter: White, middle-class students are more likely to be tracked “up,” while poorer students and students of color are more likely to be tracked “down.” Once they are tracked, students learn more if they are tracked up and less if they are tracked down. The latter tend to lose self-esteem and begin to think they have little academic ability and thus do worse in school because they were tracked down. In this way, tracking is thought to be good for those tracked up and bad for those tracked down. Conflict theorists thus say that tracking perpetuates social inequality based on social class and race and ethnicity (Ansalone, 2010).

Conflict theorists add that standardized tests are culturally biased and thus also help perpetuate social inequality (Grodsky, Warren, & Felts, 2008). According to this criticism, these tests favor white, middle-class students whose socioeconomic status and other aspects of their backgrounds have afforded them various experiences that help them answer questions on the tests.

A third critique of conflict theory involves the quality of schools. As we will see later in this chapter, US schools differ mightily in their resources, learning conditions, and other aspects, all of which affect how much students can learn in them. Simply put, schools are unequal, and their very inequality helps perpetuate inequality in the larger society. Children going to the worst schools in urban areas face many more obstacles to their learning than those going to well-funded schools in suburban areas. Their lack of learning helps ensure they remain trapped in poverty and its related problems.

In a fourth critique, conflict theorists say that schooling teaches a hidden curriculum , by which they mean a set of values and beliefs that support the status quo, including the existing social hierarchy (Booher-Jennings, 2008). Although no one plots this behind closed doors, our schoolchildren learn patriotic values and respect for authority from the books they read and from various classroom activities.

A final critique is historical and concerns the rise of free, compulsory education during the nineteenth century (Cole, 2008). Because compulsory schooling began in part to prevent immigrants’ values from corrupting “American” values, conflict theorists see its origins as smacking of ethnocentrism (the belief that one’s own group is superior to another group). They also criticize its intention to teach workers the skills they needed for the new industrial economy. Because most workers were very poor in this economy, these critics say, compulsory education served the interests of the upper/capitalist class much more than it served the interests of workers.

Symbolic Interactionism and School Behavior

Symbolic interactionist studies of education examine social interaction in the classroom, on the playground, and in other school venues. These studies help us understand what happens in the schools themselves, but they also help us understand how what occurs in school is relevant for the larger society. Some studies, for example, show how children’s playground activities reinforce gender-role socialization. Girls tend to play more cooperative games, while boys play more competitive sports (Thorne, 1993) (see Chapter 4 “Gender Inequality” ).

Applying Social Research

Assessing the Impact of Small Class Size

Do elementary school students fare better if their classes have fewer students rather than more students? It is not easy to answer this important question, because any differences found between students in small classes and those in larger classes might not necessarily reflect class size. Rather, they may reflect other factors. For example, perhaps the most motivated, educated parents ask that their child be placed in a smaller class and that their school goes along with this request. Perhaps teachers with more experience favor smaller classes and are able to have their principals assign them to these classes, while new teachers are assigned larger classes. These and other possibilities mean that any differences found between the two class sizes might reflect the qualities and skills of students and/or teachers in these classes, and not class size itself.

For this reason, the ideal study of class size would involve random assignment of both students and teachers to classes of different size. (Recall that Chapter 1 “Understanding Social Problems” discusses the benefits of random assignment.) Fortunately, a notable study of this type exists.

The study, named Project STAR (Student/Teacher Achievement Ratio), began in Tennessee in 1985 and involved 79 public schools and 11,600 students and 1,330 teachers who were all randomly assigned to either a smaller class (13–17 students) or a larger class (22–25 students). The random assignment began when the students entered kindergarten and lasted through third grade; in fourth grade, the experiment ended, and all the students were placed into the larger class size. The students are now in their early thirties, and many aspects of their educational and personal lives have been followed since the study began.

Some of the more notable findings of this multiyear study include the following:

  • While in grades K–3, students in the smaller classes had higher average scores on standardized tests.
  • Students who had been in the smaller classes continued to have higher average test scores in grades 4–7.
  • Students who had been in the smaller classes were more likely to complete high school and also to attend college.
  • Students who had been in the smaller classes were less likely to be arrested during adolescence.
  • Students who had been in the smaller classes were more likely in their twenties to be married and to live in wealthier neighborhoods.
  • White girls who had been in the smaller classes were less likely to have a teenage birth than white girls who had been in the larger classes.

Why did small class size have these benefits? Two reasons seem likely. First, in a smaller class, there are fewer students to disrupt the class by talking, fighting, or otherwise taking up the teacher’s time. More learning can thus occur in smaller classes. Second, kindergarten teachers are better able to teach noncognitive skills (cooperating, listening, sitting still) in smaller classes, and these skills can have an impact many years later.

Regardless of the reasons, it was the experimental design of Project STAR that enabled its findings to be attributed to class size rather than to other factors. Because small class size does seem to help in many ways, the United States should try to reduce class size in order to improve student performance and later life outcomes.

Sources: Chetty et al., 2011; Schanzenbach, 2006

Pre-schoolers creating little works of art

Research guided by the symbolic interactionist perspective suggests that teachers’ expectations may influence how much their students learn. When teachers expect little of their students, their students tend to learn less.

ijiwaru jimbo – Pre-school colour pack – CC BY-NC-ND 2.0.

Another body of research shows that teachers’ views about students can affect how much the students learn. When teachers think students are smart, they tend to spend more time with these students, to call on them, and to praise them when they give the right answer. Not surprisingly, these students learn more because of their teachers’ behavior. But when teachers think students are less bright, they tend to spend less time with these students and to act in a way that leads them to learn less. Robert Rosenthal and Lenore Jacobson (1968) conducted a classic study of this phenomenon. They tested a group of students at the beginning of the school year and told their teachers which students were bright and which were not. They then tested the students again at the end of the school year. Not surprisingly, the bright students had learned more during the year than the less bright ones. But it turned out that the researchers had randomly decided which students would be designated bright and less bright. Because the “bright” students learned more during the school year without actually being brighter at the beginning, their teachers’ behavior must have been the reason. In fact, their teachers did spend more time with them and praised them more often than was true for the “less bright” students. This process helps us understand why tracking is bad for the students tracked down.

Other research in the symbolic interactionist tradition focuses on how teachers treat girls and boys. Many studies find that teachers call on and praise boys more often (Jones & Dindia, 2004). Teachers do not do this consciously, but their behavior nonetheless sends an implicit message to girls that math and science are not for them and that they are not suited to do well in these subjects. This body of research has stimulated efforts to educate teachers about the ways in which they may unwittingly send these messages and about strategies they could use to promote greater interest and achievement by girls in math and science (Battey, Kafai, Nixon, & Kao, 2007).

Key Takeaways

  • According to the functional perspective, education helps socialize children and prepare them for their eventual entrance into the larger society as adults.
  • The conflict perspective emphasizes that education reinforces inequality in the larger society.
  • The symbolic interactionist perspective focuses on social interaction in the classroom, on school playgrounds, and at other school-related venues. Social interaction contributes to gender-role socialization, and teachers’ expectations may affect their students’ performance.

For Your Review

  • Review how the functionalist, conflict, and symbolic interactionist perspectives understand and explain education. Which of these three approaches do you most prefer? Why?

Ansalone, G. (2010). Tracking: Educational differentiation or defective strategy. Educational Research Quarterly, 34 (2), 3–17.

Ballantine, J. H., & Hammack, F. M. (2012). The sociology of education: A systematic analysis (7th ed.). Upper Saddle River, NJ: Prentice Hall.

Battey, D., Kafai, Y., Nixon, A. S., & Kao, L. L. (2007). Professional development for teachers on gender equity in the sciences: Initiating the conversation. Teachers College Record, 109 (1), 221–243.

Booher-Jennings, J. (2008). Learning to label: Socialisation, gender, and the hidden curriculum of high-stakes testing. British Journal of Sociology of Education, 29 , 149–160.

Chetty, R., Friedman, J. N., Hilger, N., Saez, E., Schanzenbach, D. W., & Yagan, D. (2011). How does your kindergarten classroom affect your earnings? Evidence from Project STAR. Quarterly Journal of Economics, 126 , 1593–1660.

Cole, M. (2008). Marxism and educational theory: Origins and issues. New York, NY: Routledge.

Grodsky, E., Warren, J. R., & Felts, E. (2008). Testing and social stratification in American education. Annual Review of Sociology, 34 (1), 385–404.

Jones, S. M., & Dindia, K. (2004). A meta-analystic perspective on sex equity in the classroom. Review of Educational Research, 74 , 443–471.

Rosenthal, R., & Jacobson, L. (1968). Pygmalion in the classroom . New York, NY: Holt.

Schanzenbach, D. W. (2006). What have researchers learned from Project STAR? (Harris School Working Paper—Series 06.06).

Thorne, B. (1993). Gender play: Girls and boys in school . New Brunswick, NJ: Rutgers University Press.

Social Problems Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Chapter 11: Schools and Education

11.2 sociological perspectives on education, learning objectives.

  • List the major functions of education.
  • Explain the problems that conflict theory sees in education.
  • Describe how symbolic interactionism understands education.

The major sociological perspectives on education fall nicely into the functional, conflict, and symbolic interactionist approaches (Ballantine & Hammack, 2012). Table 11.1 “Theory Snapshot” summarizes what these approaches say.

Table 11.1 Theory Snapshot

Theoretical perspective Major assumptions
Functionalism Education serves several functions for society. These include (a) socialization, (b) social integration, (c) social placement, and (d) social and cultural innovation. Latent functions include child care, the establishment of peer relationships, and lowering unemployment by keeping high school students out of the full-time labor force. Problems in the educational institution harm society because all these functions cannot be completely fulfilled.
Conflict theory Education promotes social inequality through the use of tracking and standardized testing and the impact of its “hidden curriculum.” Schools differ widely in their funding and learning conditions, and this type of inequality leads to learning disparities that reinforce social inequality.
Symbolic interactionism This perspective focuses on social interaction in the classroom, on the playground, and in other school venues. Specific research finds that social interaction in schools affects the development of gender roles and that teachers’ expectations of pupils’ intellectual abilities affect how much pupils learn. Certain educational problems have their basis in social interaction and expectations.

The Functions of Education

Functional theory stresses the functions that education serves in fulfilling a society’s various needs. Perhaps the most important function of education is socialization . If children are to learn the norms, values, and skills they need to function in society, then education is a primary vehicle for such learning. Schools teach the three Rs (reading, ’riting, ’rithmetic), as we all know, but they also teach many of the society’s norms and values. In the United States, these norms and values include respect for authority, patriotism (remember the Pledge of Allegiance?), punctuality, and competition (for grades and sports victories).

A second function of education is social integration . For a society to work, functionalists say, people must subscribe to a common set of beliefs and values. As we saw, the development of such common views was a goal of the system of free, compulsory education that developed in the nineteenth century. Thousands of immigrant children in the United States today are learning English, US history, and other subjects that help prepare them for the workforce and integrate them into American life.

A third function of education is social placement . Beginning in grade school, students are identified by teachers and other school officials either as bright and motivated or as less bright and even educationally challenged. Depending on how they are identified, children are taught at the level that is thought to suit them best. In this way, they are presumably prepared for their later station in life. Whether this process works as well as it should is an important issue, and we explore it further when we discuss school tracking later in this chapter.

Social and cultural innovation is a fourth function of education. Our scientists cannot make important scientific discoveries and our artists and thinkers cannot come up with great works of art, poetry, and prose unless they have first been educated in the many subjects they need to know for their chosen path.

Model showing a schoolhouse and what functions come out of it.The Functions of Education include: social integration, social placement, socialization, and social and cultural innovation

Figure 11.6 The Functions of Education. Schools ideally perform many important functions in modern society. These include socialization, social integration, social placement, and social and cultural innovation.

Education also involves several latent functions, functions that are by-products of going to school and receiving an education rather than a direct effect of the education itself. One of these is child care : Once a child starts kindergarten and then first grade, for several hours a day the child is taken care of for free. The establishment of peer relationships is another latent function of schooling. Most of us met many of our friends while we were in school at whatever grade level, and some of those friendships endure the rest of our lives. A final latent function of education is that it keeps millions of high school students out of the full-time labor force . This fact keeps the unemployment rate lower than it would be if they were in the labor force.

Because education serves so many manifest and latent functions for society, problems in schooling ultimately harm society. For education to serve its many functions, various kinds of reforms are needed to make our schools and the process of education as effective as possible.

Education and Inequality

Conflict theory does not dispute the functions just described. However, it does give some of them a different slant by emphasizing how education also perpetuates social inequality (Ballantine & Hammack, 2012). One example of this process involves the function of social placement. When most schools begin tracking their students in grade school, the students thought by their teachers to be bright are placed in the faster tracks (especially in reading and arithmetic), while the slower students are placed in the slower tracks; in high school, three common tracks are the college track, vocational track, and general track.

Such tracking does have its advantages; it helps ensure that bright students learn as much as their abilities allow them, and it helps ensure that slower students are not taught over their heads. But conflict theorists say that tracking also helps perpetuate social inequality by locking students into faster and lower tracks. Worse yet, several studies show that students’ social class and race and ethnicity affect the track into which they are placed, even though their intellectual abilities and potential should be the only things that matter: White, middle-class students are more likely to be tracked “up,” while poorer students and students of color are more likely to be tracked “down.” Once they are tracked, students learn more if they are tracked up and less if they are tracked down. The latter tend to lose self-esteem and begin to think they have little academic ability and thus do worse in school because they were tracked down. In this way, tracking is thought to be good for those tracked up and bad for those tracked down. Conflict theorists thus say that tracking perpetuates social inequality based on social class and race and ethnicity (Ansalone, 2010).

Conflict theorists add that standardized tests are culturally biased and thus also help perpetuate social inequality (Grodsky, Warren, & Felts, 2008). According to this criticism, these tests favor white, middle-class students whose socioeconomic status and other aspects of their backgrounds have afforded them various experiences that help them answer questions on the tests.

A third critique of conflict theory involves the quality of schools. As we will see later in this chapter, US schools differ mightily in their resources, learning conditions, and other aspects, all of which affect how much students can learn in them. Simply put, schools are unequal, and their very inequality helps perpetuate inequality in the larger society. Children going to the worst schools in urban areas face many more obstacles to their learning than those going to well-funded schools in suburban areas. Their lack of learning helps ensure they remain trapped in poverty and its related problems.

In a fourth critique, conflict theorists say that schooling teaches a hidden curriculum , by which they mean a set of values and beliefs that support the status quo, including the existing social hierarchy (Booher-Jennings, 2008). Although no one plots this behind closed doors, our schoolchildren learn patriotic values and respect for authority from the books they read and from various classroom activities.

A final critique is historical and concerns the rise of free, compulsory education during the nineteenth century (Cole, 2008). Because compulsory schooling began in part to prevent immigrants’ values from corrupting “American” values, conflict theorists see its origins as smacking of ethnocentrism (the belief that one’s own group is superior to another group). They also criticize its intention to teach workers the skills they needed for the new industrial economy. Because most workers were very poor in this economy, these critics say, compulsory education served the interests of the upper/capitalist class much more than it served the interests of workers.

Symbolic Interactionism and School Behavior

Symbolic interactionist studies of education examine social interaction in the classroom, on the playground, and in other school venues. These studies help us understand what happens in the schools themselves, but they also help us understand how what occurs in school is relevant for the larger society. Some studies, for example, show how children’s playground activities reinforce gender-role socialization. Girls tend to play more cooperative games, while boys play more competitive sports (Thorne, 1993) (see Chapter 4 “Gender Inequality” ).

Applying Social Research

Assessing the Impact of Small Class Size

Do elementary school students fare better if their classes have fewer students rather than more students? It is not easy to answer this important question, because any differences found between students in small classes and those in larger classes might not necessarily reflect class size. Rather, they may reflect other factors. For example, perhaps the most motivated, educated parents ask that their child be placed in a smaller class and that their school goes along with this request. Perhaps teachers with more experience favor smaller classes and are able to have their principals assign them to these classes, while new teachers are assigned larger classes. These and other possibilities mean that any differences found between the two class sizes might reflect the qualities and skills of students and/or teachers in these classes, and not class size itself.

For this reason, the ideal study of class size would involve random assignment of both students and teachers to classes of different size. (Recall that Chapter 1 “Understanding Social Problems” discusses the benefits of random assignment.) Fortunately, a notable study of this type exists.

The study, named Project STAR (Student/Teacher Achievement Ratio), began in Tennessee in 1985 and involved 79 public schools and 11,600 students and 1,330 teachers who were all randomly assigned to either a smaller class (13–17 students) or a larger class (22–25 students). The random assignment began when the students entered kindergarten and lasted through third grade; in fourth grade, the experiment ended, and all the students were placed into the larger class size. The students are now in their early thirties, and many aspects of their educational and personal lives have been followed since the study began.

Some of the more notable findings of this multiyear study include the following:

  • While in grades K–3, students in the smaller classes had higher average scores on standardized tests.
  • Students who had been in the smaller classes continued to have higher average test scores in grades 4–7.
  • Students who had been in the smaller classes were more likely to complete high school and also to attend college.
  • Students who had been in the smaller classes were less likely to be arrested during adolescence.
  • Students who had been in the smaller classes were more likely in their twenties to be married and to live in wealthier neighborhoods.
  • White girls who had been in the smaller classes were less likely to have a teenage birth than white girls who had been in the larger classes.

Why did small class size have these benefits? Two reasons seem likely. First, in a smaller class, there are fewer students to disrupt the class by talking, fighting, or otherwise taking up the teacher’s time. More learning can thus occur in smaller classes. Second, kindergarten teachers are better able to teach noncognitive skills (cooperating, listening, sitting still) in smaller classes, and these skills can have an impact many years later.

Regardless of the reasons, it was the experimental design of Project STAR that enabled its findings to be attributed to class size rather than to other factors. Because small class size does seem to help in many ways, the United States should try to reduce class size in order to improve student performance and later life outcomes.

Sources: Chetty et al., 2011; Schanzenbach, 2006

Pre-schoolers creating little works of art

Research guided by the symbolic interactionist perspective suggests that teachers’ expectations may influence how much their students learn. When teachers expect little of their students, their students tend to learn less.

Another body of research shows that teachers’ views about students can affect how much the students learn. When teachers think students are smart, they tend to spend more time with these students, to call on them, and to praise them when they give the right answer. Not surprisingly, these students learn more because of their teachers’ behavior. But when teachers think students are less bright, they tend to spend less time with these students and to act in a way that leads them to learn less. Robert Rosenthal and Lenore Jacobson (1968) conducted a classic study of this phenomenon. They tested a group of students at the beginning of the school year and told their teachers which students were bright and which were not. They then tested the students again at the end of the school year. Not surprisingly, the bright students had learned more during the year than the less bright ones. But it turned out that the researchers had randomly decided which students would be designated bright and less bright. Because the “bright” students learned more during the school year without actually being brighter at the beginning, their teachers’ behavior must have been the reason. In fact, their teachers did spend more time with them and praised them more often than was true for the “less bright” students. This process helps us understand why tracking is bad for the students tracked down.

Other research in the symbolic interactionist tradition focuses on how teachers treat girls and boys. Many studies find that teachers call on and praise boys more often (Jones & Dindia, 2004). Teachers do not do this consciously, but their behavior nonetheless sends an implicit message to girls that math and science are not for them and that they are not suited to do well in these subjects. This body of research has stimulated efforts to educate teachers about the ways in which they may unwittingly send these messages and about strategies they could use to promote greater interest and achievement by girls in math and science (Battey, Kafai, Nixon, & Kao, 2007).

Key Takeaways

  • According to the functional perspective, education helps socialize children and prepare them for their eventual entrance into the larger society as adults.
  • The conflict perspective emphasizes that education reinforces inequality in the larger society.
  • The symbolic interactionist perspective focuses on social interaction in the classroom, on school playgrounds, and at other school-related venues. Social interaction contributes to gender-role socialization, and teachers’ expectations may affect their students’ performance.

For Your Review

  • Review how the functionalist, conflict, and symbolic interactionist perspectives understand and explain education. Which of these three approaches do you most prefer? Why?

Ansalone, G. (2010). Tracking: Educational differentiation or defective strategy. Educational Research Quarterly, 34 (2), 3–17.

Ballantine, J. H., & Hammack, F. M. (2012). The sociology of education: A systematic analysis (7th ed.). Upper Saddle River, NJ: Prentice Hall.

Battey, D., Kafai, Y., Nixon, A. S., & Kao, L. L. (2007). Professional development for teachers on gender equity in the sciences: Initiating the conversation. Teachers College Record, 109 (1), 221–243.

Booher-Jennings, J. (2008). Learning to label: Socialisation, gender, and the hidden curriculum of high-stakes testing. British Journal of Sociology of Education, 29 , 149–160.

Chetty, R., Friedman, J. N., Hilger, N., Saez, E., Schanzenbach, D. W., & Yagan, D. (2011). How does your kindergarten classroom affect your earnings? Evidence from Project STAR. Quarterly Journal of Economics, 126 , 1593–1660.

Cole, M. (2008). Marxism and educational theory: Origins and issues. New York, NY: Routledge.

Grodsky, E., Warren, J. R., & Felts, E. (2008). Testing and social stratification in American education. Annual Review of Sociology, 34 (1), 385–404.

Jones, S. M., & Dindia, K. (2004). A meta-analystic perspective on sex equity in the classroom. Review of Educational Research, 74 , 443–471.

Rosenthal, R., & Jacobson, L. (1968). Pygmalion in the classroom . New York, NY: Holt.

Schanzenbach, D. W. (2006). What have researchers learned from Project STAR? (Harris School Working Paper—Series 06.06).

Thorne, B. (1993). Gender play: Girls and boys in school . New Brunswick, NJ: Rutgers University Press.

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Learning Objectives

  • List the major functions of education.
  • Explain the problems that conflict theory sees in education.
  • Describe how symbolic interactionism understands education.

The major sociological perspectives on education fall nicely into the functional, conflict, and symbolic interactionist approaches (Ballantine & Hammack, 2012). Table 11.1 “Theory Snapshot” summarizes what these approaches say.

Table 11.1 Theory Snapshot

Theoretical perspective Major assumptions
Functionalism Education serves several functions for society. These include (a) socialization, (b) social integration, (c) social placement, and (d) social and cultural innovation. Latent functions include child care, the establishment of peer relationships, and lowering unemployment by keeping high school students out of the full-time labor force. Problems in the educational institution harm society because all these functions cannot be completely fulfilled.
Conflict theory Education promotes social inequality through the use of tracking and standardized testing and the impact of its “hidden curriculum.” Schools differ widely in their funding and learning conditions, and this type of inequality leads to learning disparities that reinforce social inequality.
Symbolic interactionism This perspective focuses on social interaction in the classroom, on the playground, and in other school venues. Specific research finds that social interaction in schools affects the development of gender roles and that teachers’ expectations of pupils’ intellectual abilities affect how much pupils learn. Certain educational problems have their basis in social interaction and expectations.

The Functions of Education

Functional theory stresses the functions that education serves in fulfilling a society’s various needs. Perhaps the most important function of education is socialization . If children are to learn the norms, values, and skills they need to function in society, then education is a primary vehicle for such learning. Schools teach the three Rs (reading, ’riting, ’rithmetic), as we all know, but they also teach many of the society’s norms and values. In the United States, these norms and values include respect for authority, patriotism (remember the Pledge of Allegiance?), punctuality, and competition (for grades and sports victories).

A second function of education is social integration . For a society to work, functionalists say, people must subscribe to a common set of beliefs and values. As we saw, the development of such common views was a goal of the system of free, compulsory education that developed in the nineteenth century. Thousands of immigrant children in the United States today are learning English, US history, and other subjects that help prepare them for the workforce and integrate them into American life.

A third function of education is social placement . Beginning in grade school, students are identified by teachers and other school officials either as bright and motivated or as less bright and even educationally challenged. Depending on how they are identified, children are taught at the level that is thought to suit them best. In this way, they are presumably prepared for their later station in life. Whether this process works as well as it should is an important issue, and we explore it further when we discuss school tracking later in this chapter.

Social and cultural innovation is a fourth function of education. Our scientists cannot make important scientific discoveries and our artists and thinkers cannot come up with great works of art, poetry, and prose unless they have first been educated in the many subjects they need to know for their chosen path.

Figure 11.6 The Functions of Education

The Functions of Education include: social integration, social placement, socialization, and social and cultural innovation

Schools ideally perform many important functions in modern society. These include socialization, social integration, social placement, and social and cultural innovation.

Education also involves several latent functions, functions that are by-products of going to school and receiving an education rather than a direct effect of the education itself. One of these is child care : Once a child starts kindergarten and then first grade, for several hours a day the child is taken care of for free. The establishment of peer relationships is another latent function of schooling. Most of us met many of our friends while we were in school at whatever grade level, and some of those friendships endure the rest of our lives. A final latent function of education is that it keeps millions of high school students out of the full-time labor force . This fact keeps the unemployment rate lower than it would be if they were in the labor force.

Because education serves so many manifest and latent functions for society, problems in schooling ultimately harm society. For education to serve its many functions, various kinds of reforms are needed to make our schools and the process of education as effective as possible.

Education and Inequality

Conflict theory does not dispute the functions just described. However, it does give some of them a different slant by emphasizing how education also perpetuates social inequality (Ballantine & Hammack, 2012). One example of this process involves the function of social placement. When most schools begin tracking their students in grade school, the students thought by their teachers to be bright are placed in the faster tracks (especially in reading and arithmetic), while the slower students are placed in the slower tracks; in high school, three common tracks are the college track, vocational track, and general track.

Such tracking does have its advantages; it helps ensure that bright students learn as much as their abilities allow them, and it helps ensure that slower students are not taught over their heads. But conflict theorists say that tracking also helps perpetuate social inequality by locking students into faster and lower tracks. Worse yet, several studies show that students’ social class and race and ethnicity affect the track into which they are placed, even though their intellectual abilities and potential should be the only things that matter: White, middle-class students are more likely to be tracked “up,” while poorer students and students of color are more likely to be tracked “down.” Once they are tracked, students learn more if they are tracked up and less if they are tracked down. The latter tend to lose self-esteem and begin to think they have little academic ability and thus do worse in school because they were tracked down. In this way, tracking is thought to be good for those tracked up and bad for those tracked down. Conflict theorists thus say that tracking perpetuates social inequality based on social class and race and ethnicity (Ansalone, 2010).

Conflict theorists add that standardized tests are culturally biased and thus also help perpetuate social inequality (Grodsky, Warren, & Felts, 2008). According to this criticism, these tests favor white, middle-class students whose socioeconomic status and other aspects of their backgrounds have afforded them various experiences that help them answer questions on the tests.

A third critique of conflict theory involves the quality of schools. As we will see later in this chapter, US schools differ mightily in their resources, learning conditions, and other aspects, all of which affect how much students can learn in them. Simply put, schools are unequal, and their very inequality helps perpetuate inequality in the larger society. Children going to the worst schools in urban areas face many more obstacles to their learning than those going to well-funded schools in suburban areas. Their lack of learning helps ensure they remain trapped in poverty and its related problems.

In a fourth critique, conflict theorists say that schooling teaches a hidden curriculum , by which they mean a set of values and beliefs that support the status quo, including the existing social hierarchy (Booher-Jennings, 2008). Although no one plots this behind closed doors, our schoolchildren learn patriotic values and respect for authority from the books they read and from various classroom activities.

A final critique is historical and concerns the rise of free, compulsory education during the nineteenth century (Cole, 2008). Because compulsory schooling began in part to prevent immigrants’ values from corrupting “American” values, conflict theorists see its origins as smacking of ethnocentrism (the belief that one’s own group is superior to another group). They also criticize its intention to teach workers the skills they needed for the new industrial economy. Because most workers were very poor in this economy, these critics say, compulsory education served the interests of the upper/capitalist class much more than it served the interests of workers.

Symbolic Interactionism and School Behavior

Symbolic interactionist studies of education examine social interaction in the classroom, on the playground, and in other school venues. These studies help us understand what happens in the schools themselves, but they also help us understand how what occurs in school is relevant for the larger society. Some studies, for example, show how children’s playground activities reinforce gender-role socialization. Girls tend to play more cooperative games, while boys play more competitive sports (Thorne, 1993) (see Chapter 4 “Gender Inequality” ).

Applying Social Research

Assessing the Impact of Small Class Size

Do elementary school students fare better if their classes have fewer students rather than more students? It is not easy to answer this important question, because any differences found between students in small classes and those in larger classes might not necessarily reflect class size. Rather, they may reflect other factors. For example, perhaps the most motivated, educated parents ask that their child be placed in a smaller class and that their school goes along with this request. Perhaps teachers with more experience favor smaller classes and are able to have their principals assign them to these classes, while new teachers are assigned larger classes. These and other possibilities mean that any differences found between the two class sizes might reflect the qualities and skills of students and/or teachers in these classes, and not class size itself.

For this reason, the ideal study of class size would involve random assignment of both students and teachers to classes of different size. (Recall that Chapter 1 “Understanding Social Problems” discusses the benefits of random assignment.) Fortunately, a notable study of this type exists.

The study, named Project STAR (Student/Teacher Achievement Ratio), began in Tennessee in 1985 and involved 79 public schools and 11,600 students and 1,330 teachers who were all randomly assigned to either a smaller class (13–17 students) or a larger class (22–25 students). The random assignment began when the students entered kindergarten and lasted through third grade; in fourth grade, the experiment ended, and all the students were placed into the larger class size. The students are now in their early thirties, and many aspects of their educational and personal lives have been followed since the study began.

Some of the more notable findings of this multiyear study include the following:

  • While in grades K–3, students in the smaller classes had higher average scores on standardized tests.
  • Students who had been in the smaller classes continued to have higher average test scores in grades 4–7.
  • Students who had been in the smaller classes were more likely to complete high school and also to attend college.
  • Students who had been in the smaller classes were less likely to be arrested during adolescence.
  • Students who had been in the smaller classes were more likely in their twenties to be married and to live in wealthier neighborhoods.
  • White girls who had been in the smaller classes were less likely to have a teenage birth than white girls who had been in the larger classes.

Why did small class size have these benefits? Two reasons seem likely. First, in a smaller class, there are fewer students to disrupt the class by talking, fighting, or otherwise taking up the teacher’s time. More learning can thus occur in smaller classes. Second, kindergarten teachers are better able to teach noncognitive skills (cooperating, listening, sitting still) in smaller classes, and these skills can have an impact many years later.

Regardless of the reasons, it was the experimental design of Project STAR that enabled its findings to be attributed to class size rather than to other factors. Because small class size does seem to help in many ways, the United States should try to reduce class size in order to improve student performance and later life outcomes.

Sources: Chetty et al., 2011; Schanzenbach, 2006

Pre-schoolers creating little works of art

Research guided by the symbolic interactionist perspective suggests that teachers’ expectations may influence how much their students learn. When teachers expect little of their students, their students tend to learn less.

ijiwaru jimbo – Pre-school colour pack – CC BY-NC-ND 2.0.

Another body of research shows that teachers’ views about students can affect how much the students learn. When teachers think students are smart, they tend to spend more time with these students, to call on them, and to praise them when they give the right answer. Not surprisingly, these students learn more because of their teachers’ behavior. But when teachers think students are less bright, they tend to spend less time with these students and to act in a way that leads them to learn less. Robert Rosenthal and Lenore Jacobson (1968) conducted a classic study of this phenomenon. They tested a group of students at the beginning of the school year and told their teachers which students were bright and which were not. They then tested the students again at the end of the school year. Not surprisingly, the bright students had learned more during the year than the less bright ones. But it turned out that the researchers had randomly decided which students would be designated bright and less bright. Because the “bright” students learned more during the school year without actually being brighter at the beginning, their teachers’ behavior must have been the reason. In fact, their teachers did spend more time with them and praised them more often than was true for the “less bright” students. This process helps us understand why tracking is bad for the students tracked down.

Other research in the symbolic interactionist tradition focuses on how teachers treat girls and boys. Many studies find that teachers call on and praise boys more often (Jones & Dindia, 2004). Teachers do not do this consciously, but their behavior nonetheless sends an implicit message to girls that math and science are not for them and that they are not suited to do well in these subjects. This body of research has stimulated efforts to educate teachers about the ways in which they may unwittingly send these messages and about strategies they could use to promote greater interest and achievement by girls in math and science (Battey, Kafai, Nixon, & Kao, 2007).

Key Takeaways

  • According to the functional perspective, education helps socialize children and prepare them for their eventual entrance into the larger society as adults.
  • The conflict perspective emphasizes that education reinforces inequality in the larger society.
  • The symbolic interactionist perspective focuses on social interaction in the classroom, on school playgrounds, and at other school-related venues. Social interaction contributes to gender-role socialization, and teachers’ expectations may affect their students’ performance.

For Your Review

  • Review how the functionalist, conflict, and symbolic interactionist perspectives understand and explain education. Which of these three approaches do you most prefer? Why?

Ansalone, G. (2010). Tracking: Educational differentiation or defective strategy. Educational Research Quarterly, 34 (2), 3–17.

Ballantine, J. H., & Hammack, F. M. (2012). The sociology of education: A systematic analysis (7th ed.). Upper Saddle River, NJ: Prentice Hall.

Battey, D., Kafai, Y., Nixon, A. S., & Kao, L. L. (2007). Professional development for teachers on gender equity in the sciences: Initiating the conversation. Teachers College Record, 109 (1), 221–243.

Booher-Jennings, J. (2008). Learning to label: Socialisation, gender, and the hidden curriculum of high-stakes testing. British Journal of Sociology of Education, 29 , 149–160.

Chetty, R., Friedman, J. N., Hilger, N., Saez, E., Schanzenbach, D. W., & Yagan, D. (2011). How does your kindergarten classroom affect your earnings? Evidence from Project STAR. Quarterly Journal of Economics, 126 , 1593–1660.

Cole, M. (2008). Marxism and educational theory: Origins and issues. New York, NY: Routledge.

Grodsky, E., Warren, J. R., & Felts, E. (2008). Testing and social stratification in American education. Annual Review of Sociology, 34 (1), 385–404.

Jones, S. M., & Dindia, K. (2004). A meta-analystic perspective on sex equity in the classroom. Review of Educational Research, 74 , 443–471.

Rosenthal, R., & Jacobson, L. (1968). Pygmalion in the classroom . New York, NY: Holt.

Schanzenbach, D. W. (2006). What have researchers learned from Project STAR? (Harris School Working Paper—Series 06.06).

Thorne, B. (1993). Gender play: Girls and boys in school . New Brunswick, NJ: Rutgers University Press.

Introduction to Inequity and Inclusion Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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71 Theoretical Perspectives on Education

Learning objectives.

  • Define manifest and latent functions of education
  • Explain and discuss how functionalism, conflict theory, feminism, and interactionism view issues of education

While it is clear that education plays an integral role in individuals’ lives as well as society as a whole, sociologists view that role from many diverse points of view. Functionalists believe that education equips people to perform different functional roles in society. Conflict theorists view education as a means of widening the gap in social inequality. Feminist theorists point to evidence that sexism in education continues to prevent women from achieving a full measure of social equality. Symbolic interactionists study the dynamics of the classroom, the interactions between students and teachers, and how those affect everyday life. In this section, you will learn about each of these perspectives.

Functionalism

Functionalists view education as one of the more important social institutions in a society. They contend that education contributes two kinds of functions: manifest (or primary) functions, which are the intended and visible functions of education; and latent (or secondary) functions, which are the hidden and unintended functions.

Manifest Functions

There are several major manifest functions associated with education. The first is socialization. Beginning in preschool and kindergarten, students are taught to practice various societal roles. The French sociologist Émile Durkheim (1858–1917), who established the academic discipline of sociology, characterized schools as “socialization agencies that teach children how to get along with others and prepare them for adult economic roles” (Durkheim 1898). Indeed, it seems that schools have taken on this responsibility in full.

This socialization also involves learning the rules and norms of the society as a whole. In the early days of compulsory education, students learned the dominant culture. Today, since the culture of the United States is increasingly diverse, students may learn a variety of cultural norms, not only that of the dominant culture.

School systems in the United States also transmit the core values of the nation through manifest functions like social control. One of the roles of schools is to teach students conformity to law and respect for authority. Obviously, such respect, given to teachers and administrators, will help a student navigate the school environment. This function also prepares students to enter the workplace and the world at large, where they will continue to be subject to people who have authority over them. Fulfillment of this function rests primarily with classroom teachers and instructors who are with students all day. <!– no-selfclose –>

Teacher and high school students in a classroom looking at the projection screen in the front of the classroom.

Education also provides one of the major methods used by people for upward social mobility. This function is referred to as social placement . College and graduate schools are viewed as vehicles for moving students closer to the careers that will give them the financial freedom and security they seek. As a result, college students are often more motivated to study areas that they believe will be advantageous on the social ladder. A student might value business courses over a class in Victorian poetry because she sees business class as a stronger vehicle for financial success.

Latent Functions

Education also fulfills latent functions. As you well know, much goes on in a school that has little to do with formal education. For example, you might notice an attractive fellow student when he gives a particularly interesting answer in class—catching up with him and making a date speaks to the latent function of courtship fulfilled by exposure to a peer group in the educational setting.

The educational setting introduces students to social networks that might last for years and can help people find jobs after their schooling is complete. Of course, with social media such as Facebook and LinkedIn, these networks are easier than ever to maintain. Another latent function is the ability to work with others in small groups, a skill that is transferable to a workplace and that might not be learned in a homeschool setting.

The educational system, especially as experienced on university campuses, has traditionally provided a place for students to learn about various social issues. There is ample opportunity for social and political advocacy, as well as the ability to develop tolerance to the many views represented on campus. In 2011, the Occupy Wall Street movement swept across college campuses all over the United States, leading to demonstrations in which diverse groups of students were unified with the purpose of changing the political climate of the country.

Manifest and Latent Functions of EducationAccording to functionalist theory, education contributes both manifest and latent functions.
Manifest Functions: Openly stated functions with intended goals Latent Functions: Hidden, unstated functions with sometimes unintended consequences
Socialization Courtship
Transmission of culture Social networks
Social control Group work
Social placement Creation of generation gap
Cultural innovation Political and social integration

Functionalists recognize other ways that schools educate and enculturate students. One of the most important U.S. values students in the United States learn is that of individualism—the valuing of the individual over the value of groups or society as a whole. In countries such as Japan and China, where the good of the group is valued over the rights of the individual, students do not learn as they do in the United States that the highest rewards go to the “best” individual in academics as well as athletics. One of the roles of schools in the United States is fostering self-esteem; conversely, schools in Japan focus on fostering social esteem—the honoring of the group over the individual.

In the United States, schools also fill the role of preparing students for competition in life. Obviously, athletics foster a competitive nature, but even in the classroom students compete against one another academically. Schools also fill the role of teaching patriotism. Students recite the Pledge of Allegiance each morning and take history classes where they learn about national heroes and the nation’s past.

A young boy is shown from behind saluting the American flag flying from a flagpole.

Another role of schools, according to functionalist theory, is that of sorting , or classifying students based on academic merit or potential. The most capable students are identified early in schools through testing and classroom achievements. Such students are placed in accelerated programs in anticipation of successful college attendance.

Functionalists also contend that school, particularly in recent years, is taking over some of the functions that were traditionally undertaken by family. Society relies on schools to teach about human sexuality as well as basic skills such as budgeting and job applications—topics that at one time were addressed by the family.

Conflict Theory

Conflict theorists do not believe that public schools reduce social inequality. Rather, they believe that the educational system reinforces and perpetuates social inequalities that arise from differences in class, gender, race, and ethnicity. Where functionalists see education as serving a beneficial role, conflict theorists view it more negatively. To them, educational systems preserve the status quo and push people of lower status into obedience.

Boy kicking a soccer ball on a playground toward three other boys who are caged against a wall by a small metal goal post. The boys are crying or holding their ears.

The fulfillment of one’s education is closely linked to social class. Students of low socioeconomic status are generally not afforded the same opportunities as students of higher status, no matter how great their academic ability or desire to learn. Picture a student from a working-class home who wants to do well in school. On a Monday, he’s assigned a paper that’s due Friday. Monday evening, he has to babysit his younger sister while his divorced mother works. Tuesday and Wednesday, he works stocking shelves after school until 10:00 p.m. By Thursday, the only day he might have available to work on that assignment, he’s so exhausted he can’t bring himself to start the paper. His mother, though she’d like to help him, is so tired herself that she isn’t able to give him the encouragement or support he needs. And since English is her second language, she has difficulty with some of his educational materials. They also lack a computer and printer at home, which most of his classmates have, so they have to rely on the public library or school system for access to technology. As this story shows, many students from working-class families have to contend with helping out at home, contributing financially to the family, poor study environments and a lack of support from their families. This is a difficult match with education systems that adhere to a traditional curriculum that is more easily understood and completed by students of higher social classes.

Such a situation leads to social class reproduction, extensively studied by French sociologist Pierre Bourdieu. He researched how cultural capital , or cultural knowledge that serves (metaphorically) as currency that helps us navigate a culture, alters the experiences and opportunities available to French students from different social classes. Members of the upper and middle classes have more cultural capital than do families of lower-class status. As a result, the educational system maintains a cycle in which the dominant culture’s values are rewarded. Instruction and tests cater to the dominant culture and leave others struggling to identify with values and competencies outside their social class. For example, there has been a great deal of discussion over what standardized tests such as the SAT truly measure. Many argue that the tests group students by cultural ability rather than by natural intelligence.

The cycle of rewarding those who possess cultural capital is found in formal educational curricula as well as in the hidden curriculum , which refers to the type of nonacademic knowledge that students learn through informal learning and cultural transmission. This hidden curriculum reinforces the positions of those with higher cultural capital and serves to bestow status unequally.

Conflict theorists point to tracking , a formalized sorting system that places students on “tracks” (advanced versus low achievers) that perpetuate inequalities. While educators may believe that students do better in tracked classes because they are with students of similar ability and may have access to more individual attention from teachers, conflict theorists feel that tracking leads to self-fulfilling prophecies in which students live up (or down) to teacher and societal expectations (Education Week 2004).

To conflict theorists, schools play the role of training working-class students to accept and retain their position as lower members of society. They argue that this role is fulfilled through the disparity of resources available to students in richer and poorer neighborhoods as well as through testing (Lauen and Tyson 2008).

IQ tests have been attacked for being biased—for testing cultural knowledge rather than actual intelligence. For example, a test item may ask students what instruments belong in an orchestra. To correctly answer this question requires certain cultural knowledge—knowledge most often held by more affluent people who typically have more exposure to orchestral music. Though experts in testing claim that bias has been eliminated from tests, conflict theorists maintain that this is impossible. These tests, to conflict theorists, are another way in which education does not provide opportunities, but instead maintains an established configuration of power.

Feminist Theory

Feminist theory aims to understand the mechanisms and roots of gender inequality in education, as well as their societal repercussions. Like many other institutions of society, educational systems are characterized by unequal treatment and opportunity for women. Almost two-thirds of the world’s 862 million illiterate people are women, and the illiteracy rate among women is expected to increase in many regions, especially in several African and Asian countries (UNESCO 2005; World Bank 2007).

Women in the United States have been relatively late, historically speaking, to be granted entry to the public university system. In fact, it wasn’t until the establishment of Title IX of the Education Amendments in 1972 that discriminating on the basis of sex in U.S. education programs became illegal. In the United States, there is also a post-education gender disparity between what male and female college graduates earn. A study released in May 2011 showed that, among men and women who graduated from college between 2006 and 2010, men out-earned women by an average of more than $5,000 each year. First-year job earnings for men averaged $33,150; for women the average was $28,000 (Godofsky, Zukin, and van Horn 2011). Similar trends are seen among salaries of professionals in virtually all industries.

When women face limited opportunities for education, their capacity to achieve equal rights, including financial independence, are limited. Feminist theory seeks to promote women’s rights to equal education (and its resultant benefits) across the world.

Consider a large-city newspaper publisher. Ten years ago, when culling résumés for an entry-level copywriter, they were well assured that if they selected a grad with a GPA of 3.7 or higher, they’d have someone with the writing skills to contribute to the workplace on day one. But over the last few years, they’ve noticed that A-level students don’t have the competency evident in the past. More and more, they find themselves in the position of educating new hires in abilities that, in the past, had been mastered during their education.

This story illustrates a growing concern referred to as grade inflation —a term used to describe the observation that the correspondence between letter grades and the achievements they reflect has been changing (in a downward direction) over time. Put simply, what used to be considered C-level, or average, now often earns a student a B, or even an A.

Why is this happening? Research on this emerging issue is ongoing, so no one is quite sure yet. Some cite the alleged shift toward a culture that rewards effort instead of product, i.e., the amount of work a student puts in raises the grade, even if the resulting product is poor quality. Another oft-cited contributor is the pressure many of today’s instructors feel to earn positive course evaluations from their students—records that can tie into teacher compensation, award of tenure, or the future career of a young grad teaching entry-level courses. The fact that these reviews are commonly posted online exacerbates this pressure.

Other studies don’t agree that grade inflation exists at all. In any case, the issue is hotly debated, with many being called upon to conduct research to help us better understand and respond to this trend (National Public Radio 2004; Mansfield 2005).

Symbolic Interactionism

Symbolic interactionism sees education as one way that labeling theory is seen in action. A symbolic interactionist might say that this labeling has a direct correlation to those who are in power and those who are labeled. For example, low standardized test scores or poor performance in a particular class often lead to a student who is labeled as a low achiever. Such labels are difficult to “shake off,” which can create a self-fulfilling prophecy (Merton 1968).

In his book High School Confidential , Jeremy Iversen details his experience as a Stanford graduate posing as a student at a California high school. One of the problems he identifies in his research is that of teachers applying labels that students are never able to lose. One teacher told him, without knowing he was a bright graduate of a top university, that he would never amount to anything (Iversen 2006). Iversen obviously didn’t take this teacher’s false assessment to heart. But when an actual seventeen-year-old student hears this from a person with authority over her, it’s no wonder that the student might begin to “live down to” that label.

The labeling with which symbolic interactionists concern themselves extends to the very degrees that symbolize completion of education. Credentialism embodies the emphasis on certificates or degrees to show that a person has a certain skill, has attained a certain level of education, or has met certain job qualifications. These certificates or degrees serve as a symbol of what a person has achieved, and allows the labeling of that individual.

Indeed, as these examples show, labeling theory can significantly impact a student’s schooling. This is easily seen in the educational setting, as teachers and more powerful social groups within the school dole out labels that are adopted by the entire school population.

The major sociological theories offer insight into how we understand education. Functionalists view education as an important social institution that contributes both manifest and latent functions. Functionalists see education as serving the needs of society by preparing students for later roles, or functions, in society. Conflict theorists see schools as a means for perpetuating class, racial-ethnic, and gender inequalities. In the same vein, feminist theory focuses specifically on the mechanisms and roots of gender inequality in education. The theory of symbolic interactionism focuses on education as a means for labeling individuals.

Section Quiz

Which of the following is not a manifest function of education?

  • Cultural innovation
  • Social placement
  • Socialization

Because she plans on achieving success in marketing, Tammie is taking courses on managing social media. This is an example of ________.

  • cultural innovation
  • social control
  • social placement
  • socialization

Which theory of education focuses on the ways in which education maintains the status quo?

  • Conflict theory
  • Feminist theory
  • Functionalist theory
  • Symbolic interactionism

Which theory of education focuses on the labels acquired through the educational process?

What term describes the assignment of students to specific education programs and classes on the basis of test scores, previous grades, or perceived ability?

  • Hidden curriculum
  • Self-fulfilling prophecy

Functionalist theory sees education as serving the needs of _________.

  • the individual
  • all of the above

Rewarding students for meeting deadlines and respecting authority figures is an example of ________.

  • a latent function
  • a manifest function
  • informal education
  • transmission of moral education

What term describes the separation of students based on merit?

  • Cultural transmission
  • Social control

Conflict theorists see sorting as a way to ________.

  • challenge gifted students
  • perpetuate divisions of socioeconomic status
  • help students who need additional support
  • teach respect for authority

Conflict theorists see IQ tests as being biased. Why?

  • They are scored in a way that is subject to human error.
  • They do not give children with learning disabilities a fair chance to demonstrate their true intelligence.
  • They don’t involve enough test items to cover multiple intelligences.
  • They reward affluent students with questions that assume knowledge associated with upper-class culture.

Short Answer

Thinking of your school, what are some ways that a conflict theorist would say that your school perpetuates class differences?

Which sociological theory best describes your view of education? Explain why.

Based on what you know about symbolic interactionism and feminist theory, what do you think proponents of those theories see as the role of the school?

Further Research

Can tracking actually improve learning? This 2009 article from Education Next explores the debate with evidence from Kenya. http://openstax.org/l/education_next

The National Center for Fair & Open Testing (FairTest) is committed to ending the bias and other flaws seen in standardized testing. Their mission is to ensure that students, teachers, and schools are evaluated fairly. You can learn more about their mission, as well as the latest in news on test bias and fairness, at their website: http://openstax.org/l/fair_test

Education Week. 2004. “Tracking.” Education Week , August 4. Retrieved February 24, 2012 ( http://www.edweek.org/ew/issues/tracking/ ).

Godofsky, Jessica, Cliff Zukin, and Carl Van Horn. 2011. Unfulfilled Expectations: Recent College Graduates Struggle in a Troubled Economy . New Brunswick, NJ: Rutgers University.

Iversen, Jeremy. 2006. High School Confidential . New York: Atria.

Lauen, Douglas Lee and Karolyn Tyson. 2008. “Perspectives from the Disciplines: Sociological Contribution to Education Policy Research and Debate.” AREA Handbook on Education Policy Research . Retrieved February 24, 2012.

National Public Radio. 2004. “Princeton Takes Steps to Fight ‘Grade Inflation.’” Day to Day , April 28.

Mansfield, Harvey C. 2001. “Grade Inflation: It’s Time to Face the Facts.” The Chronicle of Higher Education 47(30): B24.

Merton, Robert K. 1968. Social Theory and Social Structure . New York: Free Press.

UNESCO. 2005. Towards Knowledge Societies: UNESCO World Report . Paris: UNESCO Publishing.

World Bank. 2007. World Development Report . Washington, DC: World Bank.

Introduction to Sociology 2e Copyright © 2012 by OSCRiceUniversity (Download for free at https://openstax.org/details/books/introduction-sociology-2e) is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

The ‘new sociology of education’, then and now: looking back to the 1970s and ahead to today

  • Point and counterpoint
  • Open access
  • Published: 03 October 2023
  • Volume 43 , pages 183–186, ( 2023 )

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It is 50 years since the work characterized as the ‘new sociology of education’ gained prominence. It constituted a body of writing and self-consciously new ways of theorizing the relationship between schooling, knowledge, power, ideology and inequality. While grounded in specific intellectual histories and locations, and closely aligned with sociological traditions emanating from the UK and north-western Europe, it became influential across many parts of the world. It spawned a body of work that provoked debates, disputes and new lines of inquiry, many of which continue to reverberate across sociological studies of education today. The essays in this Point and Counterpoint revisit these well-known ideas and discussions. exploring diverse points of connection and contrast, as well as pointing to some new directions for sociology of education today.

In broad terms, the 1970s’ new sociology of education was interested in how education, and particularly schooling, far from ameliorating social divisions, worked to reproduce existing social inequalities. Studies were more likely to be qualitative (in contrast to the previous dominance of quantitative studies) and draw from interpretive and critical traditions, often infused with a radical and disruptive knowledge politics: the language of reproduction and resistance, of disadvantage and democratic, permeated the sociological air. Topics of interest included educational experiences and processes, micro and informal practices, such as the ‘hidden curriculum’, and the relationship of schooling to popular culture, to class and to work and life beyond the classroom walls.

A key focus was the construction, organization and differential valuation of school knowledge—including advocacy for organic, local and participatory curriculum, critiques of the structure of curriculum and its class-based assumptions and effects, and the relationship between knowledge, power and schooling. Signature texts commonly associated with this period include M. F. D. Young ( 1971 ) Knowledge and Control: New Directions for the Sociology of Education ; Bowles and Gintis ( 1976 ) Schooling in Capitalist America ; Bourdieu and Passeron ( 1977 ) Reproduction in Education, Society and Culture ; Apple ( 1979 ) Ideology and Curriculum , Bernstein ( 1975 ) Class Codes and Control ; David ( 1980 ) The State, the Family and Education ; and Dale et al. ( 1976 ) Schooling and Capitalism: A Sociological Reader .

One of the leading figures in this work, Michael F. D. Young, succinctly described an epistemological position that was shared across a broad range of scholarship at this time; that is, a shift to turn the seemingly taken-for-granted aspects of education into ‘objects of inquiry’. This involved, for example, taking ‘what counts as educational knowledge, and how it is made available’ as problematic, as a question to be examined, and for these questions and forms of knowledge to ‘become objects of enquiry’ (Young, 1971 , p. 2). The orientation to interrogate and destabilize familiar questions and issues—to undo the social—has many forebears, heirs and distant relatives, from C. Wright Mills, to Foucault, to multiple feminist theorists, among many others. While it would thus be erroneous to see the new sociology of education as the primary instigator of this way of approaching and conducting sociological research, it is nevertheless the case that it had a significant influence on educational research and specifically on studies of school knowledge and curriculum. A major focus of the sociology of education became ‘an enquiry into the social organization of knowledge in educational institutions’ (Young, 1971 , p. 3): the imperative was ‘to make’, not ‘to take’, educational problems.

Such propositions may now seem quite familiar today, arguably operating at the level of truisms or articles of faith, alongside the critiques that subsequently arose about the silences, exclusions and overstatements of this large body of work. Indeed, this work generated a large volume of reflection over the following decades, with multiple assessments of what it was about, what it amounted to and what it failed to address (e.g. Acker, 1981 ; Arnot, 1982 ; Bates, 1980 ; Karabel & Halsey, 1976 ). These waves of intense critical engagement and repudiation not only exposed the new sociology of education’s blind-spots and particular pre-occupations, but they were also intellectually generative, sparking new work in opposition. This was particularly so at the time in relation to feminism and gender (Arnot, 1982 ; David, 1980 ; McRobbie, 1978 ). Other silences and erasures, such as those regarding race and colonialism, were called out later. Yet, somewhat paradoxically, this intensity also helped to cement the new sociology of education as a ‘thing’, a key moment or event in the periodization of histories of educational ideas, with battered copies of M. F. D. Young’s edited volume Knowledge and Control often standing in as an era-defining object.

These and other issues are taken up in the essays that follow. However, before running headlong into the cataloguing of faults and shortcomings, this Point and Counterpoint invites us to pause and to assess this body of sociological work with a slightly different lens and set of concerns. The essays presented here were developed in response to a forum on the ‘new sociology of education’ held at the 2022 conference of the Australian Association for Research in Education. Participants in this forum were invited because of their varied intellectual—and generational—positioning and engagement with theories, authors or projects directly or indirectly in dialogue with ideas linked to the new sociology of education. Footnote 1 Presenters were asked to revisit and historicize the aims and concerns of the new sociology of education, and to give their take on the legacies of this body of work. This could be in terms of their own intellectual formation, research agendas or disputes, adaptations and challenges to this tradition as well as any reflections on the ongoing effects of this oeuvre on the field of sociological research in education, with attention to what might be potential ‘new directions for sociology of education’ today. Specifically, the aims of the forum were to:

reflect on what the new sociology of education of the 1970s–1980s did and did not notice—historicizing its claims and concerns;

consider what its legacies are today, including what is and is not remembered; and

ask what might, does or should constitute the pressing questions, concerns and concepts for a ‘new’ sociology of education for today.

Panellists and audience members responded generously and thoughtfully to these questions, as is evident in the following essays. Responding directly to the invitation to historicize this work, Bob Lingard’s essay zooms in on the context and concerns of the canonical text Knowledge and Control , locating it against dominant sociological trends at the time of its publication and subsequent critiques about what (and who) the expansive claims for a new sociology of education did not consider. He notes debates then and since, including Young’s (e.g. 1998 ; 2005 ) own rethinking of his earlier position and his recasting of the central problematic for sociology of education as not so much one of knowledge and control but of powerful knowledge. Traversing big currents in sociological theorizing, and recognizing the impact and challenge brought to bear by feminist and decolonizing agendas, Lingard also looks ahead to current and emerging lines of sociological inquiry, such as research on the biosocial and on AI and education. Parlo Singh and Henry Kwok turn to consider the contributions of the prominent British sociologist of education Basil Bernstein to the new sociology of education; this is framed as a kind of dialogue between the work of Bernstein and of M. F. D. Young, in reference to their respective (and changing) readings of Durkheim’s writings on education. Singh and Kwok trace the different influences on Bernstein’s thinking about knowledge and curriculum, notably his engagement with Foucault’s writing and his shift to understanding, in their words, ‘the school curriculum as composed of a collection of scientific discourses’. This allowed Bernstein to conceptualize the ‘dynamic nature’ of curriculum and informed his analysis of the structuring of scientific/specialized knowledge, across both intellectual fields and everyday contexts. Reflecting on their own extended engagement with the work of Bernstein, Singh and Kwok consider debates about situated knowledges and objectivity (looking particularly at Indigenous and feminist scholarship) and link these to the knowledge and post-truth debates that emerged sharply in response to COVID measures and, in doing so, call out future directions for curriculum studies.

A related fresh line of thinking is mapped out by Joel Windle who focusses more on the ideas of another iconic figure, Pierre Bourdieu, and on the analytic process of recontexualization. Windle calls for a ‘rescaling’ of the new sociology of education as one way to understand its contributions and limitations, and to ‘draw connections to alternative scales upon which inequalities may be identified’. In some respects, these arguments pick up the above concerns with ‘situated knowledges’ but, for Windle, this is about situating the intellectual agendas and problems of inequality (which were mainly construed in terms of class) addressed by the new sociology of education in a ‘distinctive spatio-temporal nexus’—predominantly, that of north-western Europe in the post war decades. As Windle illustrates, remarkably, this excluded attention to many other, perhaps less visible yet violent forms of inequality, such as anti-colonial struggles. In acknowledging the need to contextualize the conditions of knowledge production shaping the new sociology of education, he further argues for more careful critical attention to how insights from this work travel, land, and are transformed in other spatio-temporal settings. The final essay from Jessica Gerrard and Helen Proctor returns our focus to the contemporaneous reception of the then-new sociological ideas. They attend to the parallel rise of the social science curriculum in 1970s Australia, canvassing conservative responses to these curriculum developments. In doing so, they draw connections between debates about sociological knowledge and the reach of social scientific sensibilities into the school curriculum—a movement that was seen by some to displace the authority of foundational knowledges, such as history. For conservative critics, this signalled much more, including the worrying rise of educational and social progressivism and a feared concurrent retreat from meritocratic principles and educational standards. Highlighting the work of the Australian education historian and commentator Alan Barcan, they tease out some of the complexities of conservative thought during this period. In doing so, they show the value of exploring the intersections and tensions between and across the different domains (e.g. university, schools) in which questions of knowledge formation, curriculum and new sociological thinking are enacted and (re)contextualized.

Together, these essays underline the importance of the new sociology of education as part of the intellectual history of the field of educational research. But, as important, they point to some of the ways which these ideas seeped beyond academia and arcane debates, intersecting with (shaping and being shaped by) a vast range of innovations and experiments in educational practices and curriculum during this same period. In this sense, attending to the new sociology of education also points to directions for a practical and curricular history, for histories of practice and knowledge making in schools during this era. For example, and very briefly: in Australia (as elsewhere), the growth in community, alternative and open schooling during the 1970s points to some of the ways in which the flow of new sociology of education ideas, mixed with de-schooling society and radical democratic projects (e.g. Freire, 1972 ; Illich, 1971 ), formed part of the context shaping the administration and design of schools, the nature of teachers’ work, and curriculum practices, priorities and ambitions (e.g. McLeod & Rosén Rasmussen, 2021 ).

As I was drafting this introductory note, I repeatedly and mistakenly wrote the subtitle for Knowledge and Control as’ new directions in the sociology of education’, as if that collection were documenting and reporting on existing new directions. In fact, the correct subtitle is ‘new directions for the sociology of education’ which, for me at least, evokes a very different tone and ambition; one that is more manifesto-like, self-consciously setting the agenda and marking out its own confident role in that future. A confidence in the authority and purpose of the sociology of education, of its own paradigm-breaking direction, one fundamentally tied to the sociology of knowledge and particular political agendas, is perhaps one of the most striking contrasts with what is arguably a more uncertain, less all-knowing and more situated sociological imagination in education today.

In addition to the authors contributing to this section, I wish to acknowledge the contribution of Dr Eve Mayes (Deakin University) who presented a paper as part of this forum at the AARE 2022 conference.

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McLeod, J. The ‘new sociology of education’, then and now: looking back to the 1970s and ahead to today. Curric Perspect 43 , 183–186 (2023). https://doi.org/10.1007/s41297-023-00213-y

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Sociology of Education: Meaning, Scope, Importance, Perspectives

Synopsis : This article explores the discipline of Sociology of Education, a branch of the broader subject of Sociology, through its meaning, history of development, significance, differences with Educational Sociology, and scope. It also portrays how education can be examined using the three main theoretical perspectives in sociology.

What is Sociology of Education ?

To understand what Sociology of Education comprises, it is, first and foremost, imperative to define education from a sociological understanding. In sociology, education is held to be a social institution that serves the objective of socializing an individual from their very birth into the systems of society. Henslin (2017) defines education as “a formal system” which engages in imparting knowledge to individuals, instilling morals and beliefs (which are at par with those of the culture and society), and providing formal training for skill development. In non-industrial, simple societies, the specific institution of education did not exist in society.

For quite a long period after it was established as a formal means of knowledge development, education was available only to those privileged enough to afford it. Requirements under industrialization to have literate workers for some jobs reshaped the structure of the education system to a great extent. Even in today’s world, the education system varies from one country to another due to various factors, ranging from cultural values to the availability of proper resources.

Sociology of Education is the discipline or field of study which deals with the institution of education, and all the other factors related to it, in society. Sociology of education is also defined as the academic discipline which “examines the ways in which individuals’ experiences affect their educational achievement and outcomes” (Williams, 2011). Scott (2014) states that the subject is “mostly concerned with schooling, and especially the mass schooling systems of modern industrial societies, including the expansion of higher, further, adult, and continuing education.”

In simple words, the discipline studies education as a social institution, and examines its functions, roles, and other behaviors within the broader social context, as well as how it influences individuals and is influenced reciprocally by them. It highlights the significance of education within the different cultures and other social groups, as well as assesses factors (such as economic, political, etc.) associated with the individuals which might affect their access to education. Some themes discussed within the field are modules or curriculum, testing methods (such as standardized testing), etc.

Emile Durkheim, Max Weber, Lancelot Hogben, Talcott Parsons , Pierre Bourdieu, James Coleman, John Wilfred Meyer, etc., are some scholars associated with the Sociology of Education. The discipline was made popular in India by scholars such as Madhav Sadashiv Gore, Akshay Ramanlal Desai, Yogendra Singh, and Shyama Charan Dube, among others (Pathania, 2013). 

Historical Background:

French sociologist Emile Durkheim was the person who helped establish Sociology as a formal educational discipline. Durkheim also became the first professor of sociology, the first individual to pursue a sociological understanding of the functioning of societies, and the foremost person to initiate a discussion on the sociology of education (Boronski & Hassan, 2020). He identified that the base of organic solidarity is moral education, in which self-discipline and keeping one’s desires in check are the essential principles of moral development.

With the advent of the Fabian Society, which was originally established in 1884, during the middle of the twentieth century, sociology of education began in its early stage in Britain.

Boronski & Hassan (2020) describe the Fabian society and its activities as the “political foundation” of the sociology of education in Britain. The methodology followed during this time was ‘political arithmetic’: examining the capability of education to result in a society that was more supportive of and characterized by democracy, and its related principles.

The intellectual roots of sociology of education in Britain lie in the influence of structural functionalism, strongly visible in both Britain and America. The British sociology of education saw a drastic shift to a more critical view of education during the 1970s and 1980s. This was termed as “New Sociology of Education (NSOE)”, which consisted of not one, but several different approaches to education, all of which, however, had a similar base: the system or institution of education was considered as fundamentally adverse to those belonging from the working class (Boronski & Hassan, 2020).

The feminist perspective of sociology grew apace in the education scenario, providing a bolder and enhanced voice to the agenda of the women’s movement, and literature on the same, such as those of Dale Spencer and Judy Samuel, also expanded. Today, the field of Sociology itself, and in particular, the sub-field of Sociology of Education faces a continuous and increasing demand to make the discipline more embracive by facilitating and encouraging the incorporation of involvement of the global South.

Theoretical Perspectives on Education :

The social institution of education can be examined using the three main theoretical perspectives in Sociology:

The second function is facilitating distribution or passing on of core cultural values, norms, beliefs, ideals, as well as patriotic feelings towards one’s country, and harmony towards fellow citizens. These are passed on from generation to generation to ensure that these values are kept intact.

Other functions vary from place to place and include providing childcare, providing nutrition (free midday meal systems), facilitating sex education and proper healthcare, diminishing the rate of unemployment, as well as ensuring security in society by keeping individuals in schools and away from corrupt activities (Henslin, 2017).

By implementing some latent and some visible rules, schools also promote the current social structures (such as capitalism: by encouraging competitive behavior and pitting students against one another based on test scores, social stratification: regions having lower-class students have poorly funded schools, etc.), thereby facilitating their existence rather than working towards their removal from society. 

Scope of Sociology of Education :

Sociology of Education covers a wide range of topics. Society and all other components within it, such as culture, class, race, gender, etc., the ongoing processes of socialization, acculturation, social organization, etc., and other factors such as status, roles, values, morals, etc., all fall under the inspection of this field of study (Satapathy, n.d.). Aligning the design of education according to geographical, ethnic, and linguistic necessities, and requirements of other population subgroups also falls under Sociology of Education. How economic background and situations, family structures and relations, friends, peer groups and teachers, and other more overarching social issues affect the personality, quality of education, and accessibility of opportunities to students is an integral point of consideration under Sociology of Education.

Significance of Studying Sociology of Education :

Dynamic nature of culture, the fact that culture varies from one place to another and sometimes even within the same region, and because education, culture, and society affect each other drastically, it is important to have an understanding of the relationship between these so that education can be used effectively as a tool for human advancement (Satapathy, n.d.). Sociology of Education helps in facilitating that.

Sociology of Education also provides greater knowledge about human behavior, clarity on how people organize themselves in society and helps unravel and simplify the complexities within human society (Ogechi, 2011). Because education, whether in the formal, institutionalized form or otherwise, is one of the few components in human society which more or less remains constant across cultures, it becomes an important tool to analyze and interpret human societies.

The discipline also enhances one’s understanding of the position education occupies in society, and the roles it plays in the lives of humans (Ogechi, 2011). At the same time, it helps develop knowledge about the benefits as well as the shortcomings of education and devise policies to make the institution more beneficial for society by facilitating an analytical examination.

Differences between Educational Sociology and Sociology of Education :

Although the two are related, Sociology of Education is distinctly different from Educational Sociology in certain factors. Sociology of education is the process of scientifically investigating the institution of education within the society–how the society affects it, how education influences people in the society in return, and the problems which might occur as a result of the interaction between the two (Chathu, 2017). Educational Sociology also deals with these, but where Sociology of Education is a more theory-based study, Educational Sociology focuses on applying principles in sociology to the entire system of education and how it operates within the society. In other words, Sociology of Education studies the practices within the social institution of education using sociological concepts, while Educational Sociology engages in the practical application of understandings developed through sociological research into education (Bhat, 2016).

In the same context, Sociology of Education views education as a part of the larger society, and hence the institution is analyzed both as a separate unit, as well as by considering it alongside other factors in society (Bhat, 2016). Therefore, the discipline tries to form a relationship between education and other facets of society and seeks to understand how education affects these different components of the society, and vice versa (for example, how education ingrains gender roles, as well as how pre-existing gender roles affect the quality, quantity, availability, and access to education). Educational Sociology, on the other hand, aims to provide solutions to the problems which occur in education (Bhat, 2016). In doing so, the discipline views education as a separate entity within society.

Bhat, M. S. (2016). EDU-C-Sociological foundations of education-I . https://www.cukashmir.ac.in/departmentdocs_16/Education%20&%20Sociology%20-%20Dr.%20Mohd%20Sayid%20Bhat.pdf

Boronski, T., & Hassan, N. (2020). Sociology of education (2nd ed.). Editorial: Los Angeles, London, New Delhi, Singapore, Washington Dc, Melbourne Sage.

Ogechi, R. (2011). QUESTION: Discuss the importance of sociology of education to both teachers and students. Academia . https://www.academia.edu/37732576/QUESTION_Discuss_the_importance_

Pathania, G. J. (2013). Sociology of Education. Economic and Political Weekly , 48 (50), 29–31. https://www.jstor.org/stable/24479041

Williams, S. M. (2011). Sociology of education. Education . https://doi.org/10.1093/obo/9780199756810-0065

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Sociological Perspectives on Education

Learning objectives.

  • List the major functions of education.
  • Explain the problems that conflict theory sees in education.
  • Describe how symbolic interactionism understands education.

The major sociological perspectives on education fall nicely into the functional, conflict, and symbolic interactionist approaches (Ballantine & Hammack, 2009). Table 16.1 “Theory Snapshot” summarizes what these approaches say.

Table 16.1 Theory Snapshot

Theoretical perspective Major assumptions
Functionalism Education serves several functions for society. These include (a) socialization, (b) social integration, (c) social placement, and (d) social and cultural innovation. Latent functions include child care, the establishment of peer relationships, and lowering unemployment by keeping high school students out of the full-time labor force.
Conflict theory Education promotes social inequality through the use of tracking and standardized testing and the impact of its “hidden curriculum.” Schools differ widely in their funding and learning conditions, and this type of inequality leads to learning disparities that reinforce social inequality.
Symbolic interactionism This perspective focuses on social interaction in the classroom, on the playground, and in other school venues. Specific research finds that social interaction in schools affects the development of gender roles and that teachers’ expectations of pupils’ intellectual abilities affect how much pupils learn.

The Functions of Education

Functional theory stresses the functions that education serves in fulfilling a society’s various needs. Perhaps the most important function of education is socialization . If children need to learn the norms, values, and skills they need to function in society, then education is a primary vehicle for such learning. Schools teach the three Rs, as we all know, but they also teach many of the society’s norms and values, this is known as the hidden curriculum . In the United States, these norms and values include respect for authority, patriotism (remember the Pledge of Allegiance?), punctuality, individualism, and competition. . Regarding these last two values, American students from an early age compete as individuals over grades and other rewards. The situation is quite the opposite in Japan, where, as we saw in Chapter 4 “Socialization” , children learn the traditional Japanese values of harmony and group belonging from their schooling (Schneider & Silverman, 2010). They learn to value their membership in their homeroom, or kumi , and are evaluated more on their kumi ’s performance than on their own individual performance. How well a Japanese child’s kumi does is more important than how well the child does as an individual.

A second function of education is social integration . For a society to work, functionalists say, people must subscribe to a common set of beliefs and values. As we saw, the development of such common views was a goal of the system of free, compulsory education that developed in the 19th century. Thousands of immigrant children in the United States today are learning English, U.S. history, and other subjects that help prepare them for the workforce and integrate them into American life. Such integration is a major goal of the English-only movement, whose advocates say that only English should be used to teach children whose native tongue is Spanish, Vietnamese, or whatever other language their parents speak at home. Critics of this movement say it slows down these children’s education and weakens their ethnic identity (Schildkraut, 2005).

A third function of education is social placement . Beginning in grade school, students are identified by teachers and other school officials either as bright and motivated or as less bright and even educationally challenged. Depending on how they are identified, children are taught at the level that is thought to suit them best. In this way they are prepared in the most appropriate way possible for their later station in life. Whether this process works as well as it should is an important issue, and we explore it further when we discuss school tracking shortly.

Social and cultural innovation is a fourth function of education. Our scientists cannot make important scientific discoveries and our artists and thinkers cannot come up with great works of art, poetry, and prose unless they have first been educated in the many subjects they need to know for their chosen path.

Figure 16.1 The Functions of Education

The Functions of Education: social integration, social placement, socialization, social and cultural innovation

Schools ideally perform many important functions in modern society. These include socialization, social integration, social placement, and social and cultural innovation.

Education also involves several latent functions, functions that are by-products of going to school and receiving an education rather than a direct effect of the education itself. One of these is child care . Once a child starts kindergarten and then first grade, for several hours a day the child is taken care of for free. The establishment of peer relationships is another latent function of schooling. Most of us met many of our friends while we were in school at whatever grade level, and some of those friendships endure the rest of our lives. A final latent function of education is that it keeps millions of high school students out of the full-time labor force . This fact keeps the unemployment rate lower than it would be if they were in the labor force.

Education and Inequality

Conflict theory does not dispute most of the functions just described. However, it does give some of them a different slant and talks about various ways in which education perpetuates social inequality (Hill, Macrine, & Gabbard, 2010; Liston, 1990). One example involves the function of social placement. As most schools track their students starting in grade school, the students thought by their teachers to be bright are placed in the faster tracks (especially in reading and arithmetic), while the slower students are placed in the slower tracks; in high school, three common tracks are the college track, vocational track, and general track.

Such tracking does have its advantages; it helps ensure that bright students learn as much as their abilities allow them, and it helps ensure that slower students are not taught over their heads. But, conflict theorists say, tracking also helps perpetuate social inequality by locking students into faster and lower tracks. Worse yet, several studies show that students’ social class and race and ethnicity affect the track into which they are placed, even though their intellectual abilities and potential should be the only things that matter: white, middle-class students are more likely to be tracked “up,” while poorer students and students of color are more likely to be tracked “down.” Once they are tracked, students learn more if they are tracked up and less if they are tracked down. The latter tend to lose self-esteem and begin to think they have little academic ability and thus do worse in school because they were tracked down. In this way, tracking is thought to be good for those tracked up and bad for those tracked down. Conflict theorists thus say that tracking perpetuates social inequality based on social class and race and ethnicity (Ansalone, 2006; Oakes, 2005).

Social inequality is also perpetuated through the widespread use of standardized tests. Critics say these tests continue to be culturally biased, as they include questions whose answers are most likely to be known by white, middle-class students, whose backgrounds have afforded them various experiences that help them answer the questions. They also say that scores on standardized tests reflect students’ socioeconomic status and experiences in addition to their academic abilities. To the extent this critique is true, standardized tests perpetuate social inequality (Grodsky, Warren, & Felts, 2008).

As we will see, schools in the United States also differ mightily in their resources, learning conditions, and other aspects, all of which affect how much students can learn in them. Simply put, schools are unequal, and their very inequality helps perpetuate inequality in the larger society. Children going to the worst schools in urban areas face many more obstacles to their learning than those going to well-funded schools in suburban areas. Their lack of learning helps ensure they remain trapped in poverty and its related problems.

Conflict theorists also say that schooling teaches a hidden curriculum , by which they mean a set of values and beliefs that support the status quo, including the existing social hierarchy (Booher-Jennings, 2008) (see Chapter 4 “Socialization” ). Although no one plots this behind closed doors, our schoolchildren learn patriotic values and respect for authority from the books they read and from various classroom activities.

Symbolic Interactionism and School Behavior

Symbolic interactionist studies of education examine social interaction in the classroom, on the playground, and in other school venues. These studies help us understand what happens in the schools themselves, but they also help us understand how what occurs in school is relevant for the larger society. Some studies, for example, show how children’s playground activities reinforce gender-role socialization. Girls tend to play more cooperative games, while boys play more competitive sports (Thorne, 1993) (see Chapter 11 “Gender and Gender Inequality” ).

Another body of research shows that teachers’ views about students can affect how much the students learn, known as the Pygmalion Effect. When teachers think students are smart, they tend to spend more time with them, to call on them, and to praise them when they give the right answer. Not surprisingly these students learn more because of their teachers’ behavior. But when teachers think students are less bright, they tend to spend less time with them and act in a way that leads the students to learn less. One of the first studies to find this example of a self-fulfilling prophecy was conducted by Robert Rosenthal and Lenore Jacobson (1968). They tested a group of students at the beginning of the school year and told their teachers which students were bright and which were not. They tested the students again at the end of the school year; not surprisingly the bright students had learned more during the year than the less bright ones. But it turned out that the researchers had randomly decided which students would be designated bright and less bright. Because the “bright” students learned more during the school year without actually being brighter at the beginning, their teachers’ behavior must have been the reason. In fact, their teachers did spend more time with them and praised them more often than was true for the “less bright” students. To the extent this type of self-fulfilling prophecy occurs, it helps us understand why tracking is bad for the students tracked down.

Pre schoolers working on arts and crafts

Research guided by the symbolic interactionist perspective suggests that teachers’ expectations may influence how much their students learn. When teachers expect little of their students, their students tend to learn less.

ijiwaru jimbo – Pre-school colour pack – CC BY-NC-ND 2.0.

Other research focuses on how teachers treat girls and boys. Several studies from the 1970s through the 1990s found that teachers call on boys more often and praise them more often (American Association of University Women Educational Foundation, 1998; Jones & Dindia, 2004). Teachers did not do this consciously, but their behavior nonetheless sent an implicit message to girls that math and science are not for girls and that they are not suited to do well in these subjects. This body of research stimulated efforts to educate teachers about the ways in which they may unwittingly send these messages and about strategies they could use to promote greater interest and achievement by girls in math and science (Battey, Kafai, Nixon, & Kao, 2007).

Key Takeaways

  • According to the functional perspective, education helps socialize children and prepare them for their eventual entrance into the larger society as adults.
  • The conflict perspective emphasizes that education reinforces inequality in the larger society.
  • The symbolic interactionist perspective focuses on social interaction in the classroom, on school playgrounds, and at other school-related venues. Social interaction contributes to gender-role socialization, and teachers’ expectations may affect their students’ performance.

American Association of University Women Educational Foundation. (1998). Gender gaps: Where schools still fail our children . Washington, DC: American Association of University Women Educational Foundation.

Ansalone, G. (2006). Tracking: A return to Jim Crow. Race, Gender & Class, 13 , 1–2.

Ballantine, J. H., & Hammack, F. M. (2009). The sociology of education: A systematic analysis (6th ed.). Upper Saddle River, NJ: Prentice Hall.

Battey, D., Kafai, Y., Nixon, A. S., & Kao, L. L. (2007). Professional development for teachers on gender equity in the sciences: Initiating the conversation. Teachers College Record, 109 (1), 221–243.

Booher-Jennings, J. (2008). Learning to label: Socialisation, gender, and the hidden curriculum of high-stakes testing. British Journal of Sociology of Education, 29 , 149–160.

Grodsky, E., Warren, J. R., & Felts, E. (2008). Testing and social stratification in American education. Annual Review of Sociology, 34 (1), 385–404.

Hill, D., Macrine, S., & Gabbard, D. (Eds.). (2010). Capitalist education: Globalisation and the politics of inequality . New York, NY: Routledge; Liston, D. P. (1990). Capitalist schools: Explanation and ethics in radical studies of schooling . New York, NY: Routledge.

Jones, S. M., & Dindia, K. (2004). A meta-analystic perspective on sex equity in the classroom. Review of Educational Research, 74 , 443–471.

Oakes, J. (2005). Keeping track: How schools structure inequality (2nd ed.). New Haven, CT: Yale University Press.

Rosenthal, R., & Jacobson, L. (1968). Pygmalion in the classroom . New York, NY: Holt.

Schildkraut, D. J. (2005). Press “one” for English: Language policy, public opinion, and American identity . Princeton, NJ: Princeton University Press.

Schneider, L., & Silverman, A. (2010). Global sociology: Introducing five contemporary societies (5th ed.). New York, NY: McGraw-Hill.

Thorne, B. (1993). Gender play: Girls and boys in school . New Brunswick, NJ: Rutgers University Press.

Introduction to Sociology: Understanding and Changing the Social World Copyright © 2016 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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16.2 Theoretical Perspectives on Education

Learning objectives.

By the end of this section, you should be able to:

  • Define manifest and latent functions of education
  • Explain and discuss how functionalism, conflict theory, feminism, and interactionism view issues of education

While it is clear that education plays an integral role in individuals’ lives as well as society as a whole, sociologists view that role from many diverse points of view. Functionalists believe that education equips people to perform different functional roles in society. Conflict theorists view education as a means of widening the gap in social inequality. Feminist theorists point to evidence that sexism in education continues to prevent women from achieving a full measure of social equality. Symbolic interactionists study the dynamics of the classroom, the interactions between students and teachers, and how those affect everyday life. In this section, you will learn about each of these perspectives.

Functionalism

Functionalists view education as one of the more important social institutions in a society. They contend that education contributes two kinds of functions: manifest (or primary) functions, which are the intended and visible functions of education; and latent (or secondary) functions, which are the hidden and unintended functions.

Manifest Functions

There are several major manifest functions associated with education. The first is socialization. Beginning in preschool and kindergarten, students are taught to practice various societal roles. The French sociologist Émile Durkheim (1858–1917), who established the academic discipline of sociology, characterized schools as “socialization agencies that teach children how to get along with others and prepare them for adult economic roles” (Durkheim 1898). Indeed, it seems that schools have taken on this responsibility in full.

This socialization also involves learning the rules and norms of the society as a whole. In the early days of compulsory education, students learned the dominant culture. Today, since the culture of the United States is increasingly diverse, students may learn a variety of cultural norms, not only that of the dominant culture.

School systems in the United States also transmit the core values of the nation through manifest functions like social control. One of the roles of schools is to teach students conformity to law and respect for authority. Obviously, such respect, given to teachers and administrators, will help a student navigate the school environment. This function also prepares students to enter the workplace and the world at large, where they will continue to be subject to people who have authority over them. Fulfillment of this function rests primarily with classroom teachers and instructors who are with students all day.

Education also provides one of the major methods used by people for upward social mobility. This function is referred to as social placement . College and graduate schools are viewed as vehicles for moving students closer to the careers that will give them the financial freedom and security they seek. As a result, college students are often more motivated to study areas that they believe will be advantageous on the social ladder. A student might value business courses over a class in Victorian poetry because she sees business class as a stronger vehicle for financial success.

Latent Functions

Education also fulfills latent functions. As you well know, much goes on in a school that has little to do with formal education. For example, you might notice an attractive fellow student when he gives a particularly interesting answer in class—catching up with him and making a date speaks to the latent function of courtship fulfilled by exposure to a peer group in the educational setting.

The educational setting introduces students to social networks that might last for years and can help people find jobs after their schooling is complete. Of course, with social media such as Facebook and LinkedIn, these networks are easier than ever to maintain. Another latent function is the ability to work with others in small groups, a skill that is transferable to a workplace and that might not be learned in a homeschool setting.

The educational system, especially as experienced on university campuses, has traditionally provided a place for students to learn about various social issues. There is ample opportunity for social and political advocacy, as well as the ability to develop tolerance to the many views represented on campus. In 2011, the Occupy Wall Street movement swept across college campuses all over the United States, leading to demonstrations in which diverse groups of students were unified with the purpose of changing the political climate of the country.

Manifest Functions: Openly stated functions with intended goals Latent Functions: Hidden, unstated functions with sometimes unintended consequences
Socialization Courtship
Transmission of culture Social networks
Social control Group work
Social placement Creation of generation gap
Cultural innovation Political and social integration

Functionalists recognize other ways that schools educate and enculturate students. One of the most important U.S. values students in the United States learn is that of individualism—the valuing of the individual over the value of groups or society as a whole. In countries such as Japan and China, where the good of the group is valued over the rights of the individual, students do not learn as they do in the United States that the highest rewards go to the “best” individual in academics as well as athletics. One of the roles of schools in the United States is fostering self-esteem; conversely, schools in Japan focus on fostering social esteem—the honoring of the group over the individual.

In the United States, schools also fill the role of preparing students for competition in life. Obviously, athletics foster a competitive nature, but even in the classroom students compete against one another academically. Schools also fill the role of teaching patriotism. Students recite the Pledge of Allegiance each morning and take history classes where they learn about national heroes and the nation’s past.

Another role of schools, according to functionalist theory, is that of sorting , or classifying students based on academic merit or potential. The most capable students are identified early in schools through testing and classroom achievements. Such students are placed in accelerated programs in anticipation of successful college attendance.

Functionalists also contend that school, particularly in recent years, is taking over some of the functions that were traditionally undertaken by family. Society relies on schools to teach about human sexuality as well as basic skills such as budgeting and job applications—topics that at one time were addressed by the family.

Conflict Theory

Conflict theorists do not believe that public schools reduce social inequality. Rather, they believe that the educational system reinforces and perpetuates social inequalities that arise from differences in class, gender, race, and ethnicity. Where functionalists see education as serving a beneficial role, conflict theorists view it more negatively. To them, educational systems preserve the status quo and push people of lower status into obedience.

The fulfillment of one’s education is closely linked to social class. Students of low socioeconomic status are generally not afforded the same opportunities as students of higher status, no matter how great their academic ability or desire to learn. Picture a student from a working-class home who wants to do well in school. On a Monday, he’s assigned a paper that’s due Friday. Monday evening, he has to babysit his younger sister while his divorced mother works. Tuesday and Wednesday, he works stocking shelves after school until 10:00 p.m. By Thursday, the only day he might have available to work on that assignment, he’s so exhausted he can’t bring himself to start the paper. His mother, though she’d like to help him, is so tired herself that she isn’t able to give him the encouragement or support he needs. And since English is her second language, she has difficulty with some of his educational materials. They also lack a computer and printer at home, which most of his classmates have, so they have to rely on the public library or school system for access to technology. As this story shows, many students from working-class families have to contend with helping out at home, contributing financially to the family, poor study environments and a lack of support from their families. This is a difficult match with education systems that adhere to a traditional curriculum that is more easily understood and completed by students of higher social classes.

Such a situation leads to social class reproduction, extensively studied by French sociologist Pierre Bourdieu. He researched how cultural capital , or cultural knowledge that serves (metaphorically) as currency that helps us navigate a culture, alters the experiences and opportunities available to French students from different social classes. Members of the upper and middle classes have more cultural capital than do families of lower-class status. As a result, the educational system maintains a cycle in which the dominant culture’s values are rewarded. Instruction and tests cater to the dominant culture and leave others struggling to identify with values and competencies outside their social class. For example, there has been a great deal of discussion over what standardized tests such as the SAT truly measure. Many argue that the tests group students by cultural ability rather than by natural intelligence.

The cycle of rewarding those who possess cultural capital is found in formal educational curricula as well as in the hidden curriculum , which refers to the type of nonacademic knowledge that students learn through informal learning and cultural transmission. This hidden curriculum reinforces the positions of those with higher cultural capital and serves to bestow status unequally.

Conflict theorists point to tracking , a formalized sorting system that places students on “tracks” (advanced versus low achievers) that perpetuate inequalities. While educators may believe that students do better in tracked classes because they are with students of similar ability and may have access to more individual attention from teachers, conflict theorists feel that tracking leads to self-fulfilling prophecies in which students live up (or down) to teacher and societal expectations (Education Week 2004).

To conflict theorists, schools play the role of training working-class students to accept and retain their position as lower members of society. They argue that this role is fulfilled through the disparity of resources available to students in richer and poorer neighborhoods as well as through testing (Lauen and Tyson 2008).

IQ tests have been attacked for being biased—for testing cultural knowledge rather than actual intelligence. For example, a test item may ask students what instruments belong in an orchestra. To correctly answer this question requires certain cultural knowledge—knowledge most often held by more affluent people who typically have more exposure to orchestral music. Though experts in testing claim that bias has been eliminated from tests, conflict theorists maintain that this is impossible. These tests, to conflict theorists, are another way in which education does not provide opportunities, but instead maintains an established configuration of power.

Feminist Theory

Feminist theory aims to understand the mechanisms and roots of gender inequality in education, as well as their societal repercussions. Like many other institutions of society, educational systems are characterized by unequal treatment and opportunity for women. Almost two-thirds of the world’s 862 million illiterate people are women, and the illiteracy rate among women is expected to increase in many regions, especially in several African and Asian countries (UNESCO 2005; World Bank 2007).

Women in the United States have been relatively late, historically speaking, to be granted entry to the public university system. In fact, it wasn’t until the establishment of Title IX of the Education Amendments in 1972 that discriminating on the basis of sex in U.S. education programs became illegal. In the United States, there is also a post-education gender disparity between what male and female college graduates earn. A study released in May 2011 showed that, among men and women who graduated from college between 2006 and 2010, men out-earned women by an average of more than $5,000 each year. First-year job earnings for men averaged $33,150; for women the average was $28,000 (Godofsky, Zukin, and van Horn 2011). Similar trends are seen among salaries of professionals in virtually all industries.

When women face limited opportunities for education, their capacity to achieve equal rights, including financial independence, are limited. Feminist theory seeks to promote women’s rights to equal education (and its resultant benefits) across the world.

Sociology in the Real World

Grade inflation: when is an a really a c.

In 2019, news emerged of a criminal conspiracy regarding wealthy and, in some cases, celebrity parents who illegally secured college admission for their children. Over 50 people were implicated in the scandal, including employees from prestigious universities; several people were sentenced to prison. Their activity included manipulating test scores, falsifying students’ academic or athletic credentials, and acquiring testing accommodations through dishonest claims of having a disability.

One of the questions that emerged at the time was how the students at the subject of these efforts could succeed at these challenging and elite colleges. Meaning, if they couldn’t get in without cheating, they probably wouldn’t do well. Wouldn’t their lack of preparation quickly become clear?

Many people would say no. First, many of the students involved (the children of the conspirators) had no knowledge or no involvement of the fraud; those students may have been admitted anyway. But there may be another safeguard for underprepared students at certain universities: grade inflation.

Grade inflation generally refers to a practice of awarding students higher grades than they have earned. It reflects the observation that the relationship between letter grades and the achievements they reflect has been changing over time. Put simply, what used to be considered C-level, or average, now often earns a student a B, or even an A.

Some, including administrators at elite universities, argue that grade inflation does not exist, or that there are other factors at play, or even that it has benefits such as increased funding and elimination of inequality (Boleslavsky 2014). But the evidence reveals a stark change. Based on data compiled from a wide array of four-year colleges and universities, a widely cited study revealed that the number of A grades has been increasing by several percentage points per decade, and that A’s were the most common grade awarded (Jaschik 2016). In an anecdotal case, a Harvard dean acknowledged that the median grade there was an A-, and the most common was also an A. Williams College found that the number of A+ grades had grown from 212 instances in 2009-10 to 426 instances in 2017-18 (Berlinsky-Schine 2020). Princeton University took steps to reduce inflation by limiting the number of A’s that could be issued, though it then reversed course (Greason 2020).

Why is this happening? Some cite the alleged shift toward a culture that rewards effort instead of product, i.e., the amount of work a student puts in raises the grade, even if the resulting product is poor quality. Another oft-cited contributor is the pressure for instructors to earn positive course evaluations from their students. Finally, many colleges may accept a level of grade inflation because it works. Analysis and formal experiments involving graduate school admissions and hiring practices showed that students with higher grades are more likely to be selected for a job or a grad school. And those higher-grade applicants are still preferred even if decision-maker knows that the applicant’s college may be inflating grades (Swift 2013). In other words, people with high GPA at a school with a higher average GPA are preferred over people who have a high GPA at a school with a lower average GPA.

Ironically, grade inflation is not simply a college issue. Many of the same college faculty and administrators who encounter or engage in some level of grade inflation may lament that it is also occurring at high schools (Murphy 2017).

Symbolic Interactionism

Symbolic interactionism sees education as one way that labeling theory is seen in action. A symbolic interactionist might say that this labeling has a direct correlation to those who are in power and those who are labeled. For example, low standardized test scores or poor performance in a particular class often lead to a student who is labeled as a low achiever. Such labels are difficult to “shake off,” which can create a self-fulfilling prophecy (Merton 1968).

In his book High School Confidential , Jeremy Iversen details his experience as a Stanford graduate posing as a student at a California high school. One of the problems he identifies in his research is that of teachers applying labels that students are never able to lose. One teacher told him, without knowing he was a bright graduate of a top university, that he would never amount to anything (Iversen 2006). Iversen obviously didn’t take this teacher’s false assessment to heart. But when an actual seventeen-year-old student hears this from a person with authority over her, it’s no wonder that the student might begin to “live down to” that label.

The labeling with which symbolic interactionists concern themselves extends to the very degrees that symbolize completion of education. Credentialism embodies the emphasis on certificates or degrees to show that a person has a certain skill, has attained a certain level of education, or has met certain job qualifications. These certificates or degrees serve as a symbol of what a person has achieved, and allows the labeling of that individual.

Indeed, as these examples show, labeling theory can significantly impact a student’s schooling. This is easily seen in the educational setting, as teachers and more powerful social groups within the school dole out labels that are adopted by the entire school population.

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Sociological Theories and How They Contribute to Our Understanding of Education

  • To find inspiration for your paper and overcome writer’s block
  • As a source of information (ensure proper referencing)
  • As a template for you assignment

Introduction

Overview of conflict theory, social functionalism theory, comparing and contrasting structural functionalism and conflict theories.

Different scholars look at education functions from different perspectives depending on the theory they deploy in interpretation of their perceived features of education. The theories that tend to explain the sociological functions of education are collectively termed as sociological theories of education.

Young posits that sociology of education entails the study of the manner in which public institutions coupled with individuals experience the various impacts of education alongside its outcomes (1995, p.21). On the other hand Floud, Halsey and Martin (1956) claims that it “is mostly concerned with the public schooling systems of modern industrial societies, including the expansion of higher, further, adult continuing and education” (p.12).

People have, over the years recognized education as the most fundamental way of overcoming various handicaps in the society with the capacity to make the society achieve higher equality coupled with acquiring wealth. They have also claimed to have the ability to improve the social status of individuals.

Educational scholars strongly believe that through education children are able to develop to their full potential. Additionally, people view education as having the ability to make people from challenged background to rise to higher social classes.

In this context, Sargen argues that education is “perceived as one of the best means of achieving greater social equality” (1994, p.30).

Some sociology scholars argue that any properly formulated educational system has the ability to achieve this purpose precisely. However, as Bourdieu reckon that other sociologists have “a particularly negative view, arguing that the education system is designed with the intention of causing reproduction of social inequality” (1990, p.47).

Putting into perspectives the various scholarly approaches in the interpretation of the purposes of education, especially bearing in mind the social changes impacts of education, the modern perceptions of education attracts mixed reactions. It is in this regard that various sociological theories of education become significant as one of the subtle ways of determining the direction of modern and future educational policies.

The work on moral education by Emile Durkheim pioneered systematic studies on educational sociology. His work looked at the education as a platform that constitutes organic solidarity within the society. Max Weber, on the other hand, perceived education as a tool for political manipulations.

After the Second World War came to a halt, the subject of sociology of education acquired renewed interest. This renewed interest shifted from “technological functionalism in the US, egalitarian reform of opportunity in Europe, and human-capital theory in economics” (Sullivan 2001, p.893).

The concepts of human capital were widely necessary particularly by putting into consideration the fact that increased industrialization created divisions of labor and hence the necessity for a given way of hierarchically dividing labor inputs into the industries. Education level emerged as one of the subtle ways of accomplishing this endeavor: people with low education predominantly serving as manual workers.

Education results into stratification of social classes and forms an impeccable tool for ensuring social mobility. Nevertheless, some scholars argue that education produces only limited social mobility.

According to Heath and Cheung, “statistical and field research across numerous societies showed a persistent link between an individual’s social class and achievement suggesting that education can only achieve limited social mobility” (2007, p.89). The 1960s saw the collapse of functionalism approaches in education.

The concept of education as a good that people cannot mitigate suffered a fair deal of challenges. One of such challenges was the one placed by neo Marxists, who proclaimed that “school education simply produced a docile labor-force essential to late-capitalist class relations” (Ogg, Zimdars & Heath 2009, p.783).

The various ways of looking at the societal impacts of education predominantly lie squarely on a number of theories. Among these theories are conflict theory and structural functionalism. Social functionalism theory claims that the society inclines towards an equilibrium that tends to inculcate social order.

People look at education analogously to the human body, which comprises of various organs that must function harmoniously for maintenance of a healthy body. In this regard, social functionalism sees institutions such as education within the society as mainly intended to socialize kids.

Opposed to social functionalism, conflict theory claims, “society is full of vying social groups with different aspirations, different access to life chances and gain different social rewards” (Furze & Healy 1997, p.23). According to this theory, people characterize the society based on relationships that are predominantly sub-ordinative, oppressive, dominative, and exploitive in nature.

The two theories have different opinions with regard to the functions of education in the society as portrayed by activities carried out in the schools.

This paper compares these two theories coupled with the unveiling of the contrasts in the claims that exist between them with regard to the way educational or school activities are perceived in the two schools of thought. Nevertheless, it begins by presenting an overview of each of the two theories.

With regard to conflict theory, the relationships that guide the society are exploitative, subordinate, oppressive, and dominative. This theory thus anticipates teachers to expect students to have some background experience of middle-class life right at home.

The conflict theory posits that reproduction of these predetermined functions end up exacerbating or rather reproducing existing inequalities from one generation to the other. Unfortunately, this is widely a misconception since people come from different backgrounds and hence making such an assumption is largely fallacious.

As Young reckons, “Some children are expected to help their parents after school and carry considerable domestic responsibilities in their often single-parent home” (1995, p.47). Anticipating students to be involved in helping in the domestic chores compounds the responsibilities of the students hence making them suffer from deterred academic success in schools.

According to the conflict theorists, the way educational activities have been structured clearly point to the fact that education serves as a way of further widening the social class gap. For instance, in most countries schools are funded by property tax, which means that in localities where the residents are rich the schools are heavily funded than poor and marginalized places (Jacob 2001, p.10).

Heavily funded schools in return seek the services of the best teachers and the students eventually perform far much better than their counterparts in other marginalized regions. By doing this, the conflict theorists argue that the system of governance in schools prepare the students for the unfair life ahead of them.

This is because the students from the best schools have the highest probability of securing positions in the best colleges in the country while those from the poor backgrounds hardly make it to colleges therefore only seeking positions in technical institutes and vocational trainings.

Students who gain access to the best training in the best colleges end up getting jobs in the corporate world while those who train in vocational and training institutes become manual laborers (Sullivan 2007, p.893). This is enough proof according to conflict theorists that education serves to widen the social class gap further and propagate further discrimination based on class.

Education functions as a way of instilling an ideology to the poor people in the society to accept their situations and rather than blaming the authorities to blame it on themselves. This is what the conflict theories term as the ‘hidden curriculum’ in education (Giddens 1991, p.116). School activities, such as sorting students based on their academic abilities, serve to prepare them to accept their social place.

This, in return, maintains the status quo in the society. The oppressed people, in this case, do not find the need to struggle to and be free from the poverty that engulfs them since they consider it as their fate. According to Anderson and Taylor (2009), they even start counting themselves lucky for the little that they have (p.19).

Conflict theorists argue that the composition of the tests intended at sorting the students is in most cases, discriminatory as far as the questions involved are concerned (Bassile 2011, p.263). This can be termed as discrimination based on class or even ethnicity.

For instance, a class test may include a question such as the following: Which of the following instruments form part of an orchestra? A) Guitar, B) Violin, C) Trumpet. D) None, E) All. This question can be classified by the conflict theorists as among those that propagate or portray racial discrimination. The fact that the question requires the students to get a definite difference between an orchestra and a band is one of the claims.

The second thing is that the question is trying to portray the orchestra as superior, considering that it is in most cases preferred by the elites and the rich people (Bassile 2011, p.262).

A conflict theorist would in this manner consider this school activity as revealing to the students the discriminative nature of the outside world and perhaps indirectly propose that the students struggle to align themselves with the favored class by working hard in school.

Competitions in schools, whether inside or outside the classroom, introduce the student to capitalism according to the conflict theory. When a student is recognized and rewarded for performing exceptionally either in extra-curriculum school activities or in classwork.

This makes the student feel that he/she is better than the others (Sadovnik 2007, p.12). Competitions in the schools are therefore regarded as unfair by the conflict theorists considering that they make the less privileged feel so.

The researchers and proponents of this sociological theory of education found out that “Where teachers have softened the formality of regular study and integrated student’s preferred working methods into the curriculum, they noted that particular students displayed strengths they had not been aware of before” (Wilson & Wyn 1987, p.137).

Softening of the formalities in education infers that teachers deviate from the traditional curriculum as determined by the state. The reason for departure is principally rested on the belief that what the state perceives as to entangle “knowledge” does not necessarily have to make subtle impacts in the students’ future career life and hence not vital to teach in school settings.

The state determined knowledge is thus more often than not non-useful to students and hence majority of them find it pointless to learn such knowledge. Wilson and Wyn, proponents of the conflict theory, laments, “students realize there is little or no direct link between the subjects they are doing and their perceived future in the labor market” (1987, p.120).

In this context and congruent with the conflict theory, the bottom line lies in teaching exactly what the students anticipate to be widely involved in the future. Unfortunately, such desires emanate from segregated interests, which one cannot harmonize for teaching groups of students who might be interested in similar interests. No two personalized interests can coincide.

From a different context Henry, Knight, Lingard and Taylor assert that “irrespective of their academic ability or desire to learn, students from poor families have relatively little chance of securing success” (1988, p.12). It is perhaps with this argument that the oppression, subordination, dominations and exploitation concerns in the conflict theory become eminently significant.

Bearing in mind Henry, Knight, Lingard and Taylor priory mentioned argument, it perhaps sounds plausible also to argue that, as the students who come from poor backgrounds struggles to succeed academically with little success, those from middle class backgrounds would employ less effort to achieve their academic dreams. Sargent concurs with this argument.

He, further, adds that “The federal government subsidizes ‘independent’ private schools enabling the rich to obtain ‘good education’ by paying for it” (1994, p.111). With the cute educational backgrounds, children coming from rich backgrounds financially, have more ample opportunity to excel in education and hence in future careers.

Rich children also have higher probabilities of acquiring gigantic rewards in the future as opposed to the poor children. Conflict theorists view this as a way of continual and acerbating of existing inequalities in the society, which people claim to alleviate, in contrast education systems.

Conflict theory furthermore, perceives education systems as mechanisms of aggravating social privileges among the elites only. The continued dominance by a single class of people is what conflict theorists’ term as social reproduction.

Social reproduction takes place due to educational ideologies held by the groups that dominate the society. The position held by conflict theorists is perhaps crucial by considering the question of the quality of education available to the two divides: the poor and the rich.

Consequently, from the perspectives of the conflict theory, the idea of equal availability of quality education for all serves nothing more than just a myth. To this end, Wright is concerned that “the effect of the myth is to…stop them from seeing that their personal troubles are part of major social issues” (Sargent 1994, p.92).

It is thus unsubstantial to argue that only what impairs people from achieving their dreams lies squarely on their inability to work towards their goals. However, many other inequalities exist that perpetuates the ability of less advantaged members of the society from achieving their dreams in education.

Many parents sacrifice to ensure that their children achieve their best in their academics. Even though this sacrifice is essential, conflict theory insists that it is not the sacrifice that matters but rather the elimination of existing social discrepancies in terms of equal accessibility to quality education.

Conflicts theorists look at the poor and hence less advantaged members of the society as the victims of what they term as victims of confidence trick. These victims of confidence trick “have been encouraged to believe that a major goal of schooling is to strengthen equality while, in reality, schools reflect society’s intention to maintain the previous unequal distribution of status and power” (Breen & Goldthorpe 1997, p.299).

As a result, conflict theorists are opposed to the idea that education is available to all without prejudices pegged on some way of discrimination of some members of the society. They also fail to strike to a consensus to the argument that education acts as a mechanism for ensuring fare distribution of wealth and achievement of equal societal status.

Social functionalism theory looks at the educational system as analogous to a human body, which has many organs that must function in harmony for cute bodily health. Social health infers that the society lives in a socially ordered environment. Social order is normally assured where the society generally appreciates the moral values that are usually applicable and binding all members of that society.

The concerns of the structural functionalism theory tend to foster continual of certain predetermined functions that particular members of the society must accomplish for sustained realization of the roles of society from generation to generation.

In this context, structural-functionalist theorist proactively believes that the existence of social institutions such as educational institutions seeks to socialize teenagers and children in general (Heath et al. 2001, p.39).

In structural functionalism theory, the educational system is analogous to a human body, which has many organs that must function in harmony for good bodily health. Social health infers that the society lives in a socially ordered environment. According to Heath, “socialization is the process by which the new generation learns the knowledge, attitudes, and values that they will need as productive citizens” (2003, p.301).

Despite the fact that the curriculum explicitly proclaims this objective of education, more often than not, people achieve it through a curriculum that they may regard as “hidden curriculum”. The hidden curriculum encompasses “a subtler, but powerful, indoctrination of the norms and values of the wider society” (Harker 1984, p.164).

The school environment, according to the functionalism theory, seems more often regulated in such a way that students unconsciously learn these behaviors prompting the students to accept and internalize them.

The labor market is dynamic. People enter and leave, giving rise to vacancies that people must fill, so long as they possess certain attributes and qualifications. Education systems serve to produce such persons. As Bourdieu (1977) puts it, school serves yet another function entailing “sorting and ranking individuals for placement in the labor market” (p.89).

The sorting and ranking process results in the placement of individuals with high performance in training for the most crucial jobs: mainly the ones entangling decision-making. On the other hand, those with low performances find themselves ranked to train in chores that demand less intellectually with repercussions of being rewarded less.

Ranking of people following the functionalism theory attracts a myriad of criticisms. For instance, Henry, Knight, Lingard and Taylor argue, “to believe that ability alone decides who is rewarded is to be deceived” (1988). This argument is perhaps significant since the disparities exist between various educational settings. Using performance indicators such as the scores arguably do not necessarily reflect on the capacity of students.

It is thus unfair to set performance indicators in schools as true reflections of the performance of the students. Meighan and Siraj-Blatchford (1997) accepts this argument and adds that “large numbers of capable students from working-class backgrounds fail to achieve satisfactory standards in school and therefore fail to obtain the status they deserve” (p.103).

One of the factors that may impeccably deter some students from portraying their abilities through performance indicators includes deferring experiences at home. As a way of example, some functionalism theory proponents believe that children from working-class families are insufficiently equipped with strategies to cope with school challenges.

Jacob happens to be one of such scholars and posits that performance indicators are not true reflectors of children’s abilities since “the middle-class cultural experiences that are provided at school may be contrary to the experiences working-class children receive at home” (2001, p.34).

The performance indicators more often sieve individuals from working-class by making them remain at the working class just like their parents. This way, there is the mobilization of social reproduction of inequalities.

Now, the concerns of functionalism theory take us back to the concerns of social reproduction. In this context, Sargent (1994) confirms this trend. He proposes, “…that schooling supports continuity, which in turn supports social order” (p.99).

The repercussions of using performance indicators in grading students abilities is to taint some students as educational failures which social functionalism theorists argues that it prejudices people within a society. Since functionalism theorists insists that the social order must be sustained, it intrigues to think of why working class people would fill satisfied in remaining at this level from one generation to the other.

According to Bessant and Watts, the existing discrepancies in education between various classes of people “maintains social order and continuity which is what most people desire” (2002, p.13). However, arguably, social functionalism theory is inconsistent and challengeable since the question of why one class of people would prefer and fill satisfied in a while at that class is a recurring one.

School activities such as examinations, group work, sports, debates and other activities aimed at preparing the student to attain the necessary skill to serve as the social being that a human being is.

The spirit that is achieved in these activities is aimed at enabling the students to get the necessary skills also to rise in the social ladder (Apple 2000, p.24). To this extend, structural functionalists posit that education is aimed at facilitating social mobility and consequently helping in the closing of the social class gap.

The spirit of competition which is introduced to students in school is supposed to enable them to work hard as the rewards of hard work go up with personal efforts. In this sense, education assists the students and arms them with the necessary capabilities to face the world as it is.

Structural functionalists contest the claim held by conflict theorists that activities aimed at sorting students and rating them according to their capabilities are flawed and instead encourage further discrimination (Jacob 2011, p.36). According to the structural functionalists, these competitions are fair since they place the students at level ground and give them the chance to work their way up.

The nature of interactions that students experience in educational facilities is important in the effort to eradication discrimination of any sort. Students from varying backgrounds and ethnicities meet in educational facilities and interact freely with each other.

This teaches them the need to be tolerant to people from other walks of life or even those that one perceives to be different (Apple 2000, p.43).

In reaction to the question of there being schools that include only students from a given background or ethnicity and how the nature of this interaction helps in creating tolerance, structural theorists argue that there are hardly such schools where only one social class or ethnic group is represented and add that there is the inclusion of exchange programs in school curriculums which aim at handling that exception.

The school curriculum according to the structural functionalists is specially designed to ensure that the lessons offered in schools help in the transmission of the core values that are required for the student to succeed in the society. Other activities such as games and club activities facilitate in this by creating platforms where the level of achievement of these core values is tested (Sargent 2004, p.34).

For instance, education aims at ensuring that the students embrace courageousness and a game competition such as football gives the student the avenue to test such courageousness. Another key value that school activities aim at giving to the students is what structural theorists term as personal liberty, this is the ability to function independently and be in a position to choose what is right at the right time.

As discussed in previous sections, social functionalism theory entangles looking at the purpose of educational systems as mechanisms of socialization of people. On the other hand, conflict theory looks at the institutions from the angle of serving as to adapt and respond congruently with the behaviors of students as dictated by certain moral norms (Basile 2011, p.266).

According to conflict theory, these institutions do not necessary follow the traditional curriculum, but rather they follow a hidden curriculum characterized by some societal dictated forces, which warrants the departure of curriculums from the state established curriculum.

Social functionalism theory predominantly restricts its concerns to the manner in which universal education is adapted to satisfy the myriad of needs of the society. Manifestation objectives of educations form the solid foundations onto which functionalist theory pegs itself.

These objectives principally focus on the need to pass on basic skills and knowledge from one generation to another. The founder of the theory: Durkheim sighted out latent roles that any educational system deserves to accomplish. According to him, education has the noble aim to ensure socialization of people into one single mainstream.

He referred to this form of education as “moral education.” According to Bowles and Gintis (1976), moral education aids in forming “more-cohesive social structure by bringing together people from diverse backgrounds, which echoes the historical concern of “Americanizing” immigrants” (p.103).

From functional theory perspectives, education also has vital roles in ensuring transmission of social control coupled with core values of the society.

Some of this educational values which various educational systems, for instance, the American system follows includes the various characteristics, which foster economic systems and political systems, which in the first place served to fuel American education. Consequently, students get rewards for sticking to deadlines, schedules authority demands and while not negating following given guidelines keenly.

Perhaps one of the dominant characteristics of functionalism theory is the concept of individualism. With regard to Wright, “individualism embraces an ideology that advocates for liberty rights or dependent action of the individual” (1959, p.105). Compared to some others parts of education, American education seeks to reward the best individual amongst groups of competitors.

This approach doe not only apply to curricular activities but also to extracurricular activities. As a repercussion, even the educational activities that call for collaborators effort such as football must have a singling out of the player of the season or even year. Arguably, functionalism theory of educations seeks to inculcate the spirit of self-esteem as opposed to social esteem.

Learning about the necessity of competition is yet another vital characteristic that functionalist theorist sees as important. The spirit of competition is perhaps one of the essential traits of capitalistic economic constructions.

Students learn at early stage to compete for the best score, winning for an athletic challenge among other games. Consequently, there is the reproduction of competition altitude down from generation to generation. The fruits of engaging in some competitive task have always had some reward attached to it acting as a motivator. In schools, it takes some form of presents.

Arguably, the functionalism theory tends to advocate for capitalist systems in which the main driver of the economy is some anticipated gain either in terms of profitability or in kind. Additionally, as Sadovnik laments, “schools overtly teach patriotism, a preserver of political structure” (2007, p.91).

In fact, this is extremely crucial from functionalist point of view since it fosters continued existence of established societal norms then truncated down to subsequent generations.

Social functionalism theory advocates for rankings of students based on their abilities. This way the students can then undergo training on different area to which they are well suited for the economy to leap most from their contributions.

In this end, the ranking of student takes place based on some merits. Bernstein (1977) claims that “Society’s needs demand that the most capable people get channeled into the most important occupations” (p.27). With regard to social functionalism perspective point of view, schools have the noble role to ensure that they select the most able people from the massive population early enough.

To achieve, they give out these tests. Hence, at an early age, students learn to appreciate their abilities in comparison to their colleagues. Unfortunately, tests more often than not end ups instilling some negative spirit of ‘I cannot’ amongst some students.

However, as Bourdieu and Passeron (1990) reckon that “those who score highest on classroom and standardized tests enter accelerated programs and college-preparation courses” (p.37). Many functional theorists’ advocates for this approach referred as social placement.

Among such theorists includes: Wilbert Moore and Talcott Parsons, among others (Ball 2004, p.7). Majority of these sociologists scholars are inclined to a perception that social placement is vehemently crucial in society.

Upon realization of the sorting process, according to social functionalism theory, the nest purpose of education entails networking. Networking, according to social functionalism theorists, is a vital tool with the capacity to foster interpersonal connections.

In fact, social functionalism sociologists claim that this networking is an inevitable constituent of any well-formulated educational system. Right from colleges and or in high school, students have a network with colleagues in similar grades, majors or classes.

These networked programs more often have got the chances often ending up being professional or at some times remaining as personalized. In this end, education serves to match various groups of people within the society.

One drawback of these networks stands out because the various networked groups have certain attributes and ways of conduction of their academic affairs that characterize them. Hence, they may hinder free flow of information and knowledge to other networks.

Nevertheless as Apple (2000) reckons “Sociologists primarily interest themselves in how sorting and networking lead couples together of similar backgrounds, interests, education, and income potential” (p.45).

Arguably, people place immense concerns to the networking function of education to the extent that parents and guardians object and regulate the choices of colleges available to students. The main aim of limiting these options being predominantly inclined on the perception that kids should only attend colleges where they would find their perfect matches.

Proponents of the functionalism theory tend to advocate for the sarcastic two-fold roles served by education, which entangles changing of cultures coupled with preservations of cultures. “As students move through colleges, as well as beyond, their liberty increases, as they encounter a variety of perspectives” (Fine & Weiss 1998, p.39).

Borrowing from this line of view, it is perhaps subtle to argue that less educated persons are largely conservatism while their educated counterparts are incredibly liberal in nature. A heavy emphasis lies on the higher education to inculcate the spirit of research.

This has the capacity to make students subjects of changing values and initiators of knowledge evolution. From the functionalism dimension, education then serves to preserve coupled with skills and knowledge transmissions. In this end consequently, education is merely a transforming tool for the society.

Somewhat controversial and yet debatable function of education pegged on functionalism theory entails the argument that education fosters family placement of people. Despites the imminent controversies surrounding this function of education, perhaps its advocating is critical since the modern curriculums incorporate various aspects that would foster family placement of people going through such curriculums.

Such aspects include sexuality, development of careers and discipline. However, a good number of parents opposed to this functionalism function of education opts for home-based–schooling for their children or alternatively place them in privately established schools that are run consistently with values they advocate.

Opposed to the above concerns of social functionalism theory of education conflict theory “…sees the purpose of education as maintaining social inequality and preserving the power of those who dominate society” (Henry, Knight & Lingard 1988, p.15). The conflict theory consequently indebts itself to concerns of social order. Conflict theorists claim that education has a principle and noble role in fostering social order.

In this context, and in the most general sense, conflict theorists widely concur that education emerges as one of the tools that erode the concepts of status quo rather enhances the spread of social inequality.

With regard to Sargent, these inequalities are acerbated by the fact that to some extent educational systems serves to create ways of segregation of the broader society population into social classes (1994, p.89). Members belonging to the lower social classes are more often accustomed to remaining obedient workers.

As a way of comparison, both theorists strike to a consensus that education produces some kind of sorting. However, they immensely fail to agree on the manner in which education enacts such a sorting process. Sociologists who subscribe to functional theory of education argue that education sorts based on merit.

On the other hand, conflict theorists posit that education systems seek to sort people based on ethnicity coupled with distinct classes.

As Ball, Maguire, and Macrae (2000) notes “conflict theorists, proclaim that schools train those in the working classes to accept their position as a lower-class member of society” (p.57). This province of thought, on the other hand, as referred by subscribers of conflict theory, is a “hidden curriculum” that education serves to uphold as part of its roles.

In the two theories, formal education guided by curriculum preset by the state forces produces some kind of social imbalance. For conflict theorists, a clear difference exists between schools located in two contrasting regions. For the regions occupied by the rich, schools receive excellent funds and hence stand better chances of attracting the best staff to administer the curriculum.

On the other extreme, those schools situated in the poor regions have lesser funds available to them and hence attract moderate staff. With these differences in mind, conflict theorists argue that such differences end up reflecting themselves in the performance of students in schools. More sad is the fact that poor performance at the elementary level somewhat determines the destiny of the individual concerned.

Maguire, Wooldridge, and Pratt-Adams agree with the line of thought and lament that “students who attend high-class schools gain substantial advantages in getting into the best colleges and being tracked into higher-paying professions” (2006, p.109). These advantages of attending high-class schools are largely unavailable to students who attend less affluent schools.

Conflict theorists claim that more often than not such students end up in technical and or in vocational training centers. Worse, still, once this kind of imbalances is established within a society, it normally is truncated from one generation to another. In this context, therefore education serves to maintain the dominance of wealthy and affluent members of the society in leadership of almost every sector of economy.

Additionally, the functional theory also appreciates the likelihood of formal education to foster existence of social imbalances. In the course of ranking people based on their abilities, some imbalances are produced which in one way or another ends being truncated down to subsequent generations once they are established.

From the preceding discussion in previous sections, people have argued that the net effect of measuring student’s abilities through performance indicators such as tests is to produce some sort of prejudiced indication of the abilities of the students. Background characteristics of students play pivotal roles in determining the performance of the students in schools.

Since these backgrounds are eminently valid for deferring number of students, this variation reflects itself in their performance. Arguably, the standardization of performance indicators without relative or correlation factors to accommodate the variation in the backgrounds of student produces some imbalance. In this regard, educational system tends to favor the advantaged people in the society.

People who subscribe to conflict theory in unison agree on the capacity of the economics status of the affluent members of the society to favor them in economic terms and hence can afford best education. As this is not enough favor, testing procedures deployed in schools also tends to favor the affluent members of the society.

The poor consequently suffer twin challenges. In fact, intelligence quotient tests are among the testing procedures that proactively favors the affluent class of people. Intelligence test happens to be one of the tests employed to segregate students in terms of their abilities based on the scores recorded from these tests.

Other than inability to produce standardized results tests since they do not appreciate the differences among those they test for intelligence, Bourdieu see more trouble being acerbated by such tests, Bourdieu (1977) claim that “tests, which claim to test intelligence, actually test cultural knowledge and therefore exhibit a cultural bias” (p.69).

This perhaps presents a paradox, since people believe education to serve as the tool for a breakdown of cultural biases and in the modern age: promote global cultural diversity.

Again, even though modern educationists claim that education is predominantly culturally neutral, this is perhaps not the case based on both conflict and social functional theory of education. It is evident from the theories that education bases itself on some background knowledge. This background knowledge often is culturally sensitive.

Arguably, this thinking posses substance since the very initial knowledge that helps an individual to attach meaning to the environment he or she lives is based on the characteristics of this environment that one is put in immediately after being born. People who have differing artifacts dominate this environment. The construction of these artifacts differs based on people’s culture.

Considering the differences and similarities in the concerns of the two theories of education, perhaps one can establish a compromise between the two that mitigates the imbalances and foster the positive aspects of each of the theories.

This way we can challenge our understating on the role of education and settle on mechanisms that would perhaps call for adopting a mechanism for ensuring that the education and its testing procedures end up being more reflective of the abilities of the students both academically and in extracurricular activities.

There may be many ways of mitigating the imbalances. However, some of them would entail the provision of correlation factors in the scores recorded by students upon conduction of various tests on them such as intelligence tests while attempting to sort them out.

These correlation factors need have factors that help to accommodate the various differences existing among students among them cultural differences, and economic differences among others. This way perhaps the dominance of one group of people in the best jobs would cease and hence produce a better equal society.

There would be the mediation of the traditional role of education to maintain some discriminatory social order. Consequently, introspecting the roles of education from varying dimensions: from functional theory or conflict theory would lead to striking to neutral point at which the role of education in the society would end up to foster equality other than propagating inequality.

The paper has dedicated itself to scrutinizing social functionalism and conflict theories of education. It has clarified how social functionalism theory entangles looking at educational system as analogous to a human body, which has many organs that must function in harmony for good bodily health.

Any institution within the society that indebts itself to social harmony infers some sort of social order (Jones 2003, p.47). As revealed, there is the assurance of social order where the society generally appreciates the moral values that are generally applicable and binding all members of that society.

The theory brings education into the picture as to whether it may profile such a role. The conflict theory, on the other hand, encompasses looking at education purpose from the dimensions of being a contributor of relationships that guide the society. Based on perception, the relationships are exploitative, subordinate, oppressive, and dominative in nature.

A comparison of the two theories reveals that functional and conflict theories of education reveal existence of some social imbalances in their concerns. Education makes people climb up their social ladder by breaking down the barriers that may impair people from accomplishing this noble ability.

With this regard sociologists, such Sargen argues that education is “perceived as one of the best means of achieving greater social equality” (1994, p.30). While some sociology scholars argue that any properly formulated educational system has the ability to achieve this purpose precisely, as the paper discussed others believe that education in one way or another introduce inequalities.

These inequalities are reflected in the dominance by some affluent social class members in the control of major jobs that be regarded as the best in terms of rewards. The paper has also proposed how careful scrutiny of the concerns of the two theories may help in understanding education better.

In this end the paper has argued that introspecting the roles of education from varying dimensions: from functional theory or conflict theory would lead to striking to neutral point at which the role of education in the society would end up to foster equality other than propagating inequality.

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  • Understanding Human Behavior and the Social Environment
  • Obstacles in the Society to Accept the Change
  • Structural Functionalism and Symbolic Interactionism
  • Functionalism, Social Exchange and Rational Choice
  • Durkheim's Functionalism and Marx's Conflict Theory
  • Public Transit as a Beacon of Social Interaction
  • Functionalist, Conflict, and Interpretive Theories
  • Gender, Employment and Social Movements
  • Distinction between Everyday and Reflexive Knowledge
  • The Perspectives of Incarcerated Aboriginal Women in Canada on Personal Development Resources
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  • Published: 31 August 2024

Knowledge mapping and evolution of research on older adults’ technology acceptance: a bibliometric study from 2013 to 2023

  • Xianru Shang   ORCID: orcid.org/0009-0000-8906-3216 1 ,
  • Zijian Liu 1 ,
  • Chen Gong 1 ,
  • Zhigang Hu 1 ,
  • Yuexuan Wu 1 &
  • Chengliang Wang   ORCID: orcid.org/0000-0003-2208-3508 2  

Humanities and Social Sciences Communications volume  11 , Article number:  1115 ( 2024 ) Cite this article

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  • Science, technology and society

The rapid expansion of information technology and the intensification of population aging are two prominent features of contemporary societal development. Investigating older adults’ acceptance and use of technology is key to facilitating their integration into an information-driven society. Given this context, the technology acceptance of older adults has emerged as a prioritized research topic, attracting widespread attention in the academic community. However, existing research remains fragmented and lacks a systematic framework. To address this gap, we employed bibliometric methods, utilizing the Web of Science Core Collection to conduct a comprehensive review of literature on older adults’ technology acceptance from 2013 to 2023. Utilizing VOSviewer and CiteSpace for data assessment and visualization, we created knowledge mappings of research on older adults’ technology acceptance. Our study employed multidimensional methods such as co-occurrence analysis, clustering, and burst analysis to: (1) reveal research dynamics, key journals, and domains in this field; (2) identify leading countries, their collaborative networks, and core research institutions and authors; (3) recognize the foundational knowledge system centered on theoretical model deepening, emerging technology applications, and research methods and evaluation, uncovering seminal literature and observing a shift from early theoretical and influential factor analyses to empirical studies focusing on individual factors and emerging technologies; (4) moreover, current research hotspots are primarily in the areas of factors influencing technology adoption, human-robot interaction experiences, mobile health management, and aging-in-place technology, highlighting the evolutionary context and quality distribution of research themes. Finally, we recommend that future research should deeply explore improvements in theoretical models, long-term usage, and user experience evaluation. Overall, this study presents a clear framework of existing research in the field of older adults’ technology acceptance, providing an important reference for future theoretical exploration and innovative applications.

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Introduction.

In contemporary society, the rapid development of information technology has been intricately intertwined with the intensifying trend of population aging. According to the latest United Nations forecast, by 2050, the global population aged 65 and above is expected to reach 1.6 billion, representing about 16% of the total global population (UN 2023 ). Given the significant challenges of global aging, there is increasing evidence that emerging technologies have significant potential to maintain health and independence for older adults in their home and healthcare environments (Barnard et al. 2013 ; Soar 2010 ; Vancea and Solé-Casals 2016 ). This includes, but is not limited to, enhancing residential safety with smart home technologies (Touqeer et al. 2021 ; Wang et al. 2022 ), improving living independence through wearable technologies (Perez et al. 2023 ), and increasing medical accessibility via telehealth services (Kruse et al. 2020 ). Technological innovations are redefining the lifestyles of older adults, encouraging a shift from passive to active participation (González et al. 2012 ; Mostaghel 2016 ). Nevertheless, the effective application and dissemination of technology still depends on user acceptance and usage intentions (Naseri et al. 2023 ; Wang et al. 2023a ; Xia et al. 2024 ; Yu et al. 2023 ). Particularly, older adults face numerous challenges in accepting and using new technologies. These challenges include not only physical and cognitive limitations but also a lack of technological experience, along with the influences of social and economic factors (Valk et al. 2018 ; Wilson et al. 2021 ).

User acceptance of technology is a significant focus within information systems (IS) research (Dai et al. 2024 ), with several models developed to explain and predict user behavior towards technology usage, including the Technology Acceptance Model (TAM) (Davis 1989 ), TAM2, TAM3, and the Unified Theory of Acceptance and Use of Technology (UTAUT) (Venkatesh et al. 2003 ). Older adults, as a group with unique needs, exhibit different behavioral patterns during technology acceptance than other user groups, and these uniquenesses include changes in cognitive abilities, as well as motivations, attitudes, and perceptions of the use of new technologies (Chen and Chan 2011 ). The continual expansion of technology introduces considerable challenges for older adults, rendering the understanding of their technology acceptance a research priority. Thus, conducting in-depth research into older adults’ acceptance of technology is critically important for enhancing their integration into the information society and improving their quality of life through technological advancements.

Reviewing relevant literature to identify research gaps helps further solidify the theoretical foundation of the research topic. However, many existing literature reviews primarily focus on the factors influencing older adults’ acceptance or intentions to use technology. For instance, Ma et al. ( 2021 ) conducted a comprehensive analysis of the determinants of older adults’ behavioral intentions to use technology; Liu et al. ( 2022 ) categorized key variables in studies of older adults’ technology acceptance, noting a shift in focus towards social and emotional factors; Yap et al. ( 2022 ) identified seven categories of antecedents affecting older adults’ use of technology from an analysis of 26 articles, including technological, psychological, social, personal, cost, behavioral, and environmental factors; Schroeder et al. ( 2023 ) extracted 119 influencing factors from 59 articles and further categorized these into six themes covering demographics, health status, and emotional awareness. Additionally, some studies focus on the application of specific technologies, such as Ferguson et al. ( 2021 ), who explored barriers and facilitators to older adults using wearable devices for heart monitoring, and He et al. ( 2022 ) and Baer et al. ( 2022 ), who each conducted in-depth investigations into the acceptance of social assistive robots and mobile nutrition and fitness apps, respectively. In summary, current literature reviews on older adults’ technology acceptance exhibit certain limitations. Due to the interdisciplinary nature and complex knowledge structure of this field, traditional literature reviews often rely on qualitative analysis, based on literature analysis and periodic summaries, which lack sufficient objectivity and comprehensiveness. Additionally, systematic research is relatively limited, lacking a macroscopic description of the research trajectory from a holistic perspective. Over the past decade, research on older adults’ technology acceptance has experienced rapid growth, with a significant increase in literature, necessitating the adoption of new methods to review and examine the developmental trends in this field (Chen 2006 ; Van Eck and Waltman 2010 ). Bibliometric analysis, as an effective quantitative research method, analyzes published literature through visualization, offering a viable approach to extracting patterns and insights from a large volume of papers, and has been widely applied in numerous scientific research fields (Achuthan et al. 2023 ; Liu and Duffy 2023 ). Therefore, this study will employ bibliometric methods to systematically analyze research articles related to older adults’ technology acceptance published in the Web of Science Core Collection from 2013 to 2023, aiming to understand the core issues and evolutionary trends in the field, and to provide valuable references for future related research. Specifically, this study aims to explore and answer the following questions:

RQ1: What are the research dynamics in the field of older adults’ technology acceptance over the past decade? What are the main academic journals and fields that publish studies related to older adults’ technology acceptance?

RQ2: How is the productivity in older adults’ technology acceptance research distributed among countries, institutions, and authors?

RQ3: What are the knowledge base and seminal literature in older adults’ technology acceptance research? How has the research theme progressed?

RQ4: What are the current hot topics and their evolutionary trajectories in older adults’ technology acceptance research? How is the quality of research distributed?

Methodology and materials

Research method.

In recent years, bibliometrics has become one of the crucial methods for analyzing literature reviews and is widely used in disciplinary and industrial intelligence analysis (Jing et al. 2023 ; Lin and Yu 2024a ; Wang et al. 2024a ; Xu et al. 2021 ). Bibliometric software facilitates the visualization analysis of extensive literature data, intuitively displaying the network relationships and evolutionary processes between knowledge units, and revealing the underlying knowledge structure and potential information (Chen et al. 2024 ; López-Robles et al. 2018 ; Wang et al. 2024c ). This method provides new insights into the current status and trends of specific research areas, along with quantitative evidence, thereby enhancing the objectivity and scientific validity of the research conclusions (Chen et al. 2023 ; Geng et al. 2024 ). VOSviewer and CiteSpace are two widely used bibliometric software tools in academia (Pan et al. 2018 ), recognized for their robust functionalities based on the JAVA platform. Although each has its unique features, combining these two software tools effectively constructs mapping relationships between literature knowledge units and clearly displays the macrostructure of the knowledge domains. Particularly, VOSviewer, with its excellent graphical representation capabilities, serves as an ideal tool for handling large datasets and precisely identifying the focal points and hotspots of research topics. Therefore, this study utilizes VOSviewer (version 1.6.19) and CiteSpace (version 6.1.R6), combined with in-depth literature analysis, to comprehensively examine and interpret the research theme of older adults’ technology acceptance through an integrated application of quantitative and qualitative methods.

Data source

Web of Science is a comprehensively recognized database in academia, featuring literature that has undergone rigorous peer review and editorial scrutiny (Lin and Yu 2024b ; Mongeon and Paul-Hus 2016 ; Pranckutė 2021 ). This study utilizes the Web of Science Core Collection as its data source, specifically including three major citation indices: Science Citation Index Expanded (SCIE), Social Sciences Citation Index (SSCI), and Arts & Humanities Citation Index (A&HCI). These indices encompass high-quality research literature in the fields of science, social sciences, and arts and humanities, ensuring the comprehensiveness and reliability of the data. We combined “older adults” with “technology acceptance” through thematic search, with the specific search strategy being: TS = (elder OR elderly OR aging OR ageing OR senile OR senior OR old people OR “older adult*”) AND TS = (“technology acceptance” OR “user acceptance” OR “consumer acceptance”). The time span of literature search is from 2013 to 2023, with the types limited to “Article” and “Review” and the language to “English”. Additionally, the search was completed by October 27, 2023, to avoid data discrepancies caused by database updates. The initial search yielded 764 journal articles. Given that searches often retrieve articles that are superficially relevant but actually non-compliant, manual screening post-search was essential to ensure the relevance of the literature (Chen et al. 2024 ). Through manual screening, articles significantly deviating from the research theme were eliminated and rigorously reviewed. Ultimately, this study obtained 500 valid sample articles from the Web of Science Core Collection. The complete PRISMA screening process is illustrated in Fig. 1 .

figure 1

Presentation of the data culling process in detail.

Data standardization

Raw data exported from databases often contain multiple expressions of the same terminology (Nguyen and Hallinger 2020 ). To ensure the accuracy and consistency of data, it is necessary to standardize the raw data (Strotmann and Zhao 2012 ). This study follows the data standardization process proposed by Taskin and Al ( 2019 ), mainly executing the following operations:

(1) Standardization of author and institution names is conducted to address different name expressions for the same author. For instance, “Chan, Alan Hoi Shou” and “Chan, Alan H. S.” are considered the same author, and distinct authors with the same name are differentiated by adding identifiers. Diverse forms of institutional names are unified to address variations caused by name changes or abbreviations, such as standardizing “FRANKFURT UNIV APPL SCI” and “Frankfurt University of Applied Sciences,” as well as “Chinese University of Hong Kong” and “University of Hong Kong” to consistent names.

(2) Different expressions of journal names are unified. For example, “International Journal of Human-Computer Interaction” and “Int J Hum Comput Interact” are standardized to a single name. This ensures consistency in journal names and prevents misclassification of literature due to differing journal names. Additionally, it involves checking if the journals have undergone name changes in the past decade to prevent any impact on the analysis due to such changes.

(3) Keywords data are cleansed by removing words that do not directly pertain to specific research content (e.g., people, review), merging synonyms (e.g., “UX” and “User Experience,” “aging-in-place” and “aging in place”), and standardizing plural forms of keywords (e.g., “assistive technologies” and “assistive technology,” “social robots” and “social robot”). This reduces redundant information in knowledge mapping.

Bibliometric results and analysis

Distribution power (rq1), literature descriptive statistical analysis.

Table 1 presents a detailed descriptive statistical overview of the literature in the field of older adults’ technology acceptance. After deduplication using the CiteSpace software, this study confirmed a valid sample size of 500 articles. Authored by 1839 researchers, the documents encompass 792 research institutions across 54 countries and are published in 217 different academic journals. As of the search cutoff date, these articles have accumulated 13,829 citations, with an annual average of 1156 citations, and an average of 27.66 citations per article. The h-index, a composite metric of quantity and quality of scientific output (Kamrani et al. 2021 ), reached 60 in this study.

Trends in publications and disciplinary distribution

The number of publications and citations are significant indicators of the research field’s development, reflecting its continuity, attention, and impact (Ale Ebrahim et al. 2014 ). The ranking of annual publications and citations in the field of older adults’ technology acceptance studies is presented chronologically in Fig. 2A . The figure shows a clear upward trend in the amount of literature in this field. Between 2013 and 2017, the number of publications increased slowly and decreased in 2018. However, in 2019, the number of publications increased rapidly to 52 and reached a peak of 108 in 2022, which is 6.75 times higher than in 2013. In 2022, the frequency of document citations reached its highest point with 3466 citations, reflecting the widespread recognition and citation of research in this field. Moreover, the curve of the annual number of publications fits a quadratic function, with a goodness-of-fit R 2 of 0.9661, indicating that the number of future publications is expected to increase even more rapidly.

figure 2

A Trends in trends in annual publications and citations (2013–2023). B Overlay analysis of the distribution of discipline fields.

Figure 2B shows that research on older adults’ technology acceptance involves the integration of multidisciplinary knowledge. According to Web of Science Categories, these 500 articles are distributed across 85 different disciplines. We have tabulated the top ten disciplines by publication volume (Table 2 ), which include Medical Informatics (75 articles, 15.00%), Health Care Sciences & Services (71 articles, 14.20%), Gerontology (61 articles, 12.20%), Public Environmental & Occupational Health (57 articles, 11.40%), and Geriatrics & Gerontology (52 articles, 10.40%), among others. The high output in these disciplines reflects the concentrated global academic interest in this comprehensive research topic. Additionally, interdisciplinary research approaches provide diverse perspectives and a solid theoretical foundation for studies on older adults’ technology acceptance, also paving the way for new research directions.

Knowledge flow analysis

A dual-map overlay is a CiteSpace map superimposed on top of a base map, which shows the interrelationships between journals in different domains, representing the publication and citation activities in each domain (Chen and Leydesdorff 2014 ). The overlay map reveals the link between the citing domain (on the left side) and the cited domain (on the right side), reflecting the knowledge flow of the discipline at the journal level (Leydesdorff and Rafols 2012 ). We utilize the in-built Z-score algorithm of the software to cluster the graph, as shown in Fig. 3 .

figure 3

The left side shows the citing journal, and the right side shows the cited journal.

Figure 3 shows the distribution of citing journals clusters for older adults’ technology acceptance on the left side, while the right side refers to the main cited journals clusters. Two knowledge flow citation trajectories were obtained; they are presented by the color of the cited regions, and the thickness of these trajectories is proportional to the Z-score scaled frequency of citations (Chen et al. 2014 ). Within the cited regions, the most popular fields with the most records covered are “HEALTH, NURSING, MEDICINE” and “PSYCHOLOGY, EDUCATION, SOCIAL”, and the elliptical aspect ratio of these two fields stands out. Fields have prominent elliptical aspect ratios, highlighting their significant influence on older adults’ technology acceptance research. Additionally, the major citation trajectories originate in these two areas and progress to the frontier research area of “PSYCHOLOGY, EDUCATION, HEALTH”. It is worth noting that the citation trajectory from “PSYCHOLOGY, EDUCATION, SOCIAL” has a significant Z-value (z = 6.81), emphasizing the significance and impact of this development path. In the future, “MATHEMATICS, SYSTEMS, MATHEMATICAL”, “MOLECULAR, BIOLOGY, IMMUNOLOGY”, and “NEUROLOGY, SPORTS, OPHTHALMOLOGY” may become emerging fields. The fields of “MEDICINE, MEDICAL, CLINICAL” may be emerging areas of cutting-edge research.

Main research journals analysis

Table 3 provides statistics for the top ten journals by publication volume in the field of older adults’ technology acceptance. Together, these journals have published 137 articles, accounting for 27.40% of the total publications, indicating that there is no highly concentrated core group of journals in this field, with publications being relatively dispersed. Notably, Computers in Human Behavior , Journal of Medical Internet Research , and International Journal of Human-Computer Interaction each lead with 15 publications. In terms of citation metrics, International Journal of Medical Informatics and Computers in Human Behavior stand out significantly, with the former accumulating a total of 1,904 citations, averaging 211.56 citations per article, and the latter totaling 1,449 citations, with an average of 96.60 citations per article. These figures emphasize the academic authority and widespread impact of these journals within the research field.

Research power (RQ2)

Countries and collaborations analysis.

The analysis revealed the global research pattern for country distribution and collaboration (Chen et al. 2019 ). Figure 4A shows the network of national collaborations on older adults’ technology acceptance research. The size of the bubbles represents the amount of publications in each country, while the thickness of the connecting lines expresses the closeness of the collaboration among countries. Generally, this research subject has received extensive international attention, with China and the USA publishing far more than any other countries. China has established notable research collaborations with the USA, UK and Malaysia in this field, while other countries have collaborations, but the closeness is relatively low and scattered. Figure 4B shows the annual publication volume dynamics of the top ten countries in terms of total publications. Since 2017, China has consistently increased its annual publications, while the USA has remained relatively stable. In 2019, the volume of publications in each country increased significantly, this was largely due to the global outbreak of the COVID-19 pandemic, which has led to increased reliance on information technology among the elderly for medical consultations, online socialization, and health management (Sinha et al. 2021 ). This phenomenon has led to research advances in technology acceptance among older adults in various countries. Table 4 shows that the top ten countries account for 93.20% of the total cumulative number of publications, with each country having published more than 20 papers. Among these ten countries, all of them except China are developed countries, indicating that the research field of older adults’ technology acceptance has received general attention from developed countries. Currently, China and the USA were the leading countries in terms of publications with 111 and 104 respectively, accounting for 22.20% and 20.80%. The UK, Germany, Italy, and the Netherlands also made significant contributions. The USA and China ranked first and second in terms of the number of citations, while the Netherlands had the highest average citations, indicating the high impact and quality of its research. The UK has shown outstanding performance in international cooperation, while the USA highlights its significant academic influence in this field with the highest h-index value.

figure 4

A National collaboration network. B Annual volume of publications in the top 10 countries.

Institutions and authors analysis

Analyzing the number of publications and citations can reveal an institution’s or author’s research strength and influence in a particular research area (Kwiek 2021 ). Tables 5 and 6 show the statistics of the institutions and authors whose publication counts are in the top ten, respectively. As shown in Table 5 , higher education institutions hold the main position in this research field. Among the top ten institutions, City University of Hong Kong and The University of Hong Kong from China lead with 14 and 9 publications, respectively. City University of Hong Kong has the highest h-index, highlighting its significant influence in the field. It is worth noting that Tilburg University in the Netherlands is not among the top five in terms of publications, but the high average citation count (130.14) of its literature demonstrates the high quality of its research.

After analyzing the authors’ output using Price’s Law (Redner 1998 ), the highest number of publications among the authors counted ( n  = 10) defines a publication threshold of 3 for core authors in this research area. As a result of quantitative screening, a total of 63 core authors were identified. Table 6 shows that Chen from Zhejiang University, China, Ziefle from RWTH Aachen University, Germany, and Rogers from Macquarie University, Australia, were the top three authors in terms of the number of publications, with 10, 9, and 8 articles, respectively. In terms of average citation rate, Peek and Wouters, both scholars from the Netherlands, have significantly higher rates than other scholars, with 183.2 and 152.67 respectively. This suggests that their research is of high quality and widely recognized. Additionally, Chen and Rogers have high h-indices in this field.

Knowledge base and theme progress (RQ3)

Research knowledge base.

Co-citation relationships occur when two documents are cited together (Zhang and Zhu 2022 ). Co-citation mapping uses references as nodes to represent the knowledge base of a subject area (Min et al. 2021). Figure 5A illustrates co-occurrence mapping in older adults’ technology acceptance research, where larger nodes signify higher co-citation frequencies. Co-citation cluster analysis can be used to explore knowledge structure and research boundaries (Hota et al. 2020 ; Shiau et al. 2023 ). The co-citation clustering mapping of older adults’ technology acceptance research literature (Fig. 5B ) shows that the Q value of the clustering result is 0.8129 (>0.3), and the average value of the weight S is 0.9391 (>0.7), indicating that the clusters are uniformly distributed with a significant and credible structure. This further proves that the boundaries of the research field are clear and there is significant differentiation in the field. The figure features 18 cluster labels, each associated with thematic color blocks corresponding to different time slices. Highlighted emerging research themes include #2 Smart Home Technology, #7 Social Live, and #10 Customer Service. Furthermore, the clustering labels extracted are primarily classified into three categories: theoretical model deepening, emerging technology applications, research methods and evaluation, as detailed in Table 7 .

figure 5

A Co-citation analysis of references. B Clustering network analysis of references.

Seminal literature analysis

The top ten nodes in terms of co-citation frequency were selected for further analysis. Table 8 displays the corresponding node information. Studies were categorized into four main groups based on content analysis. (1) Research focusing on specific technology usage by older adults includes studies by Peek et al. ( 2014 ), Ma et al. ( 2016 ), Hoque and Sorwar ( 2017 ), and Li et al. ( 2019 ), who investigated the factors influencing the use of e-technology, smartphones, mHealth, and smart wearables, respectively. (2) Concerning the development of theoretical models of technology acceptance, Chen and Chan ( 2014 ) introduced the Senior Technology Acceptance Model (STAM), and Macedo ( 2017 ) analyzed the predictive power of UTAUT2 in explaining older adults’ intentional behaviors and information technology usage. (3) In exploring older adults’ information technology adoption and behavior, Lee and Coughlin ( 2015 ) emphasized that the adoption of technology by older adults is a multifactorial process that includes performance, price, value, usability, affordability, accessibility, technical support, social support, emotion, independence, experience, and confidence. Yusif et al. ( 2016 ) conducted a literature review examining the key barriers affecting older adults’ adoption of assistive technology, including factors such as privacy, trust, functionality/added value, cost, and stigma. (4) From the perspective of research into older adults’ technology acceptance, Mitzner et al. ( 2019 ) assessed the long-term usage of computer systems designed for the elderly, whereas Guner and Acarturk ( 2020 ) compared information technology usage and acceptance between older and younger adults. The breadth and prevalence of this literature make it a vital reference for researchers in the field, also providing new perspectives and inspiration for future research directions.

Research thematic progress

Burst citation is a node of literature that guides the sudden change in dosage, which usually represents a prominent development or major change in a particular field, with innovative and forward-looking qualities. By analyzing the emergent literature, it is often easy to understand the dynamics of the subject area, mapping the emerging thematic change (Chen et al. 2022 ). Figure 6 shows the burst citation mapping in the field of older adults’ technology acceptance research, with burst citations represented by red nodes (Fig. 6A ). For the ten papers with the highest burst intensity (Fig. 6B ), this study will conduct further analysis in conjunction with literature review.

figure 6

A Burst detection of co-citation. B The top 10 references with the strongest citation bursts.

As shown in Fig. 6 , Mitzner et al. ( 2010 ) broke the stereotype that older adults are fearful of technology, found that they actually have positive attitudes toward technology, and emphasized the centrality of ease of use and usefulness in the process of technology acceptance. This finding provides an important foundation for subsequent research. During the same period, Wagner et al. ( 2010 ) conducted theory-deepening and applied research on technology acceptance among older adults. The research focused on older adults’ interactions with computers from the perspective of Social Cognitive Theory (SCT). This expanded the understanding of technology acceptance, particularly regarding the relationship between behavior, environment, and other SCT elements. In addition, Pan and Jordan-Marsh ( 2010 ) extended the TAM to examine the interactions among predictors of perceived usefulness, perceived ease of use, subjective norm, and convenience conditions when older adults use the Internet, taking into account the moderating roles of gender and age. Heerink et al. ( 2010 ) adapted and extended the UTAUT, constructed a technology acceptance model specifically designed for older users’ acceptance of assistive social agents, and validated it using controlled experiments and longitudinal data, explaining intention to use by combining functional assessment and social interaction variables.

Then the research theme shifted to an in-depth analysis of the factors influencing technology acceptance among older adults. Two papers with high burst strengths emerged during this period: Peek et al. ( 2014 ) (Strength = 12.04), Chen and Chan ( 2014 ) (Strength = 9.81). Through a systematic literature review and empirical study, Peek STM and Chen K, among others, identified multidimensional factors that influence older adults’ technology acceptance. Peek et al. ( 2014 ) analyzed literature on the acceptance of in-home care technology among older adults and identified six factors that influence their acceptance: concerns about technology, expected benefits, technology needs, technology alternatives, social influences, and older adult characteristics, with a focus on differences between pre- and post-implementation factors. Chen and Chan ( 2014 ) constructed the STAM by administering a questionnaire to 1012 older adults and adding eight important factors, including technology anxiety, self-efficacy, cognitive ability, and physical function, based on the TAM. This enriches the theoretical foundation of the field. In addition, Braun ( 2013 ) highlighted the role of perceived usefulness, trust in social networks, and frequency of Internet use in older adults’ use of social networks, while ease of use and social pressure were not significant influences. These findings contribute to the study of older adults’ technology acceptance within specific technology application domains.

Recent research has focused on empirical studies of personal factors and emerging technologies. Ma et al. ( 2016 ) identified key personal factors affecting smartphone acceptance among older adults through structured questionnaires and face-to-face interviews with 120 participants. The study found that cost, self-satisfaction, and convenience were important factors influencing perceived usefulness and ease of use. This study offers empirical evidence to comprehend the main factors that drive smartphone acceptance among Chinese older adults. Additionally, Yusif et al. ( 2016 ) presented an overview of the obstacles that hinder older adults’ acceptance of assistive technologies, focusing on privacy, trust, and functionality.

In summary, research on older adults’ technology acceptance has shifted from early theoretical deepening and analysis of influencing factors to empirical studies in the areas of personal factors and emerging technologies, which have greatly enriched the theoretical basis of older adults’ technology acceptance and provided practical guidance for the design of emerging technology products.

Research hotspots, evolutionary trends, and quality distribution (RQ4)

Core keywords analysis.

Keywords concise the main idea and core of the literature, and are a refined summary of the research content (Huang et al. 2021 ). In CiteSpace, nodes with a centrality value greater than 0.1 are considered to be critical nodes. Analyzing keywords with high frequency and centrality helps to visualize the hot topics in the research field (Park et al. 2018 ). The merged keywords were imported into CiteSpace, and the top 10 keywords were counted and sorted by frequency and centrality respectively, as shown in Table 9 . The results show that the keyword “TAM” has the highest frequency (92), followed by “UTAUT” (24), which reflects that the in-depth study of the existing technology acceptance model and its theoretical expansion occupy a central position in research related to older adults’ technology acceptance. Furthermore, the terms ‘assistive technology’ and ‘virtual reality’ are both high-frequency and high-centrality terms (frequency = 17, centrality = 0.10), indicating that the research on assistive technology and virtual reality for older adults is the focus of current academic attention.

Research hotspots analysis

Using VOSviewer for keyword co-occurrence analysis organizes keywords into groups or clusters based on their intrinsic connections and frequencies, clearly highlighting the research field’s hot topics. The connectivity among keywords reveals correlations between different topics. To ensure accuracy, the analysis only considered the authors’ keywords. Subsequently, the keywords were filtered by setting the keyword frequency to 5 to obtain the keyword clustering map of the research on older adults’ technology acceptance research keyword clustering mapping (Fig. 7 ), combined with the keyword co-occurrence clustering network (Fig. 7A ) and the corresponding density situation (Fig. 7B ) to make a detailed analysis of the following four groups of clustered themes.

figure 7

A Co-occurrence clustering network. B Keyword density.

Cluster #1—Research on the factors influencing technology adoption among older adults is a prominent topic, covering age, gender, self-efficacy, attitude, and and intention to use (Berkowsky et al. 2017 ; Wang et al. 2017 ). It also examined older adults’ attitudes towards and acceptance of digital health technologies (Ahmad and Mozelius, 2022 ). Moreover, the COVID-19 pandemic, significantly impacting older adults’ technology attitudes and usage, has underscored the study’s importance and urgency. Therefore, it is crucial to conduct in-depth studies on how older adults accept, adopt, and effectively use new technologies, to address their needs and help them overcome the digital divide within digital inclusion. This will improve their quality of life and healthcare experiences.

Cluster #2—Research focuses on how older adults interact with assistive technologies, especially assistive robots and health monitoring devices, emphasizing trust, usability, and user experience as crucial factors (Halim et al. 2022 ). Moreover, health monitoring technologies effectively track and manage health issues common in older adults, like dementia and mild cognitive impairment (Lussier et al. 2018 ; Piau et al. 2019 ). Interactive exercise games and virtual reality have been deployed to encourage more physical and cognitive engagement among older adults (Campo-Prieto et al. 2021 ). Personalized and innovative technology significantly enhances older adults’ participation, improving their health and well-being.

Cluster #3—Optimizing health management for older adults using mobile technology. With the development of mobile health (mHealth) and health information technology, mobile applications, smartphones, and smart wearable devices have become effective tools to help older users better manage chronic conditions, conduct real-time health monitoring, and even receive telehealth services (Dupuis and Tsotsos 2018 ; Olmedo-Aguirre et al. 2022 ; Kim et al. 2014 ). Additionally, these technologies can mitigate the problem of healthcare resource inequality, especially in developing countries. Older adults’ acceptance and use of these technologies are significantly influenced by their behavioral intentions, motivational factors, and self-management skills. These internal motivational factors, along with external factors, jointly affect older adults’ performance in health management and quality of life.

Cluster #4—Research on technology-assisted home care for older adults is gaining popularity. Environmentally assisted living enhances older adults’ independence and comfort at home, offering essential support and security. This has a crucial impact on promoting healthy aging (Friesen et al. 2016 ; Wahlroos et al. 2023 ). The smart home is a core application in this field, providing a range of solutions that facilitate independent living for the elderly in a highly integrated and user-friendly manner. This fulfills different dimensions of living and health needs (Majumder et al. 2017 ). Moreover, eHealth offers accurate and personalized health management and healthcare services for older adults (Delmastro et al. 2018 ), ensuring their needs are met at home. Research in this field often employs qualitative methods and structural equation modeling to fully understand older adults’ needs and experiences at home and analyze factors influencing technology adoption.

Evolutionary trends analysis

To gain a deeper understanding of the evolutionary trends in research hotspots within the field of older adults’ technology acceptance, we conducted a statistical analysis of the average appearance times of keywords, using CiteSpace to generate the time-zone evolution mapping (Fig. 8 ) and burst keywords. The time-zone mapping visually displays the evolution of keywords over time, intuitively reflecting the frequency and initial appearance of keywords in research, commonly used to identify trends in research topics (Jing et al. 2024a ; Kumar et al. 2021 ). Table 10 lists the top 15 keywords by burst strength, with the red sections indicating high-frequency citations and their burst strength in specific years. These burst keywords reveal the focus and trends of research themes over different periods (Kleinberg 2002 ). Combining insights from the time-zone mapping and burst keywords provides more objective and accurate research insights (Wang et al. 2023b ).

figure 8

Reflecting the frequency and time of first appearance of keywords in the study.

An integrated analysis of Fig. 8 and Table 10 shows that early research on older adults’ technology acceptance primarily focused on factors such as perceived usefulness, ease of use, and attitudes towards information technology, including their use of computers and the internet (Pan and Jordan-Marsh 2010 ), as well as differences in technology use between older adults and other age groups (Guner and Acarturk 2020 ). Subsequently, the research focus expanded to improving the quality of life for older adults, exploring how technology can optimize health management and enhance the possibility of independent living, emphasizing the significant role of technology in improving the quality of life for the elderly. With ongoing technological advancements, recent research has shifted towards areas such as “virtual reality,” “telehealth,” and “human-robot interaction,” with a focus on the user experience of older adults (Halim et al. 2022 ). The appearance of keywords such as “physical activity” and “exercise” highlights the value of technology in promoting physical activity and health among older adults. This phase of research tends to make cutting-edge technology genuinely serve the practical needs of older adults, achieving its widespread application in daily life. Additionally, research has focused on expanding and quantifying theoretical models of older adults’ technology acceptance, involving keywords such as “perceived risk”, “validation” and “UTAUT”.

In summary, from 2013 to 2023, the field of older adults’ technology acceptance has evolved from initial explorations of influencing factors, to comprehensive enhancements in quality of life and health management, and further to the application and deepening of theoretical models and cutting-edge technologies. This research not only reflects the diversity and complexity of the field but also demonstrates a comprehensive and in-depth understanding of older adults’ interactions with technology across various life scenarios and needs.

Research quality distribution

To reveal the distribution of research quality in the field of older adults’ technology acceptance, a strategic diagram analysis is employed to calculate and illustrate the internal development and interrelationships among various research themes (Xie et al. 2020 ). The strategic diagram uses Centrality as the X-axis and Density as the Y-axis to divide into four quadrants, where the X-axis represents the strength of the connection between thematic clusters and other themes, with higher values indicating a central position in the research field; the Y-axis indicates the level of development within the thematic clusters, with higher values denoting a more mature and widely recognized field (Li and Zhou 2020 ).

Through cluster analysis and manual verification, this study categorized 61 core keywords (Frequency ≥5) into 11 thematic clusters. Subsequently, based on the keywords covered by each thematic cluster, the research themes and their directions for each cluster were summarized (Table 11 ), and the centrality and density coordinates for each cluster were precisely calculated (Table 12 ). Finally, a strategic diagram of the older adults’ technology acceptance research field was constructed (Fig. 9 ). Based on the distribution of thematic clusters across the quadrants in the strategic diagram, the structure and developmental trends of the field were interpreted.

figure 9

Classification and visualization of theme clusters based on density and centrality.

As illustrated in Fig. 9 , (1) the theme clusters of #3 Usage Experience and #4 Assisted Living Technology are in the first quadrant, characterized by high centrality and density. Their internal cohesion and close links with other themes indicate their mature development, systematic research content or directions have been formed, and they have a significant influence on other themes. These themes play a central role in the field of older adults’ technology acceptance and have promising prospects. (2) The theme clusters of #6 Smart Devices, #9 Theoretical Models, and #10 Mobile Health Applications are in the second quadrant, with higher density but lower centrality. These themes have strong internal connections but weaker external links, indicating that these three themes have received widespread attention from researchers and have been the subject of related research, but more as self-contained systems and exhibit independence. Therefore, future research should further explore in-depth cooperation and cross-application with other themes. (3) The theme clusters of #7 Human-Robot Interaction, #8 Characteristics of the Elderly, and #11 Research Methods are in the third quadrant, with lower centrality and density. These themes are loosely connected internally and have weak links with others, indicating their developmental immaturity. Compared to other topics, they belong to the lower attention edge and niche themes, and there is a need for further investigation. (4) The theme clusters of #1 Digital Healthcare Technology, #2 Psychological Factors, and #5 Socio-Cultural Factors are located in the fourth quadrant, with high centrality but low density. Although closely associated with other research themes, the internal cohesion within these clusters is relatively weak. This suggests that while these themes are closely linked to other research areas, their own development remains underdeveloped, indicating a core immaturity. Nevertheless, these themes are crucial within the research domain of elderly technology acceptance and possess significant potential for future exploration.

Discussion on distribution power (RQ1)

Over the past decade, academic interest and influence in the area of older adults’ technology acceptance have significantly increased. This trend is evidenced by a quantitative analysis of publication and citation volumes, particularly noticeable in 2019 and 2022, where there was a substantial rise in both metrics. The rise is closely linked to the widespread adoption of emerging technologies such as smart homes, wearable devices, and telemedicine among older adults. While these technologies have enhanced their quality of life, they also pose numerous challenges, sparking extensive research into their acceptance, usage behaviors, and influencing factors among the older adults (Pirzada et al. 2022 ; Garcia Reyes et al. 2023 ). Furthermore, the COVID-19 pandemic led to a surge in technology demand among older adults, especially in areas like medical consultation, online socialization, and health management, further highlighting the importance and challenges of technology. Health risks and social isolation have compelled older adults to rely on technology for daily activities, accelerating its adoption and application within this demographic. This phenomenon has made technology acceptance a critical issue, driving societal and academic focus on the study of technology acceptance among older adults.

The flow of knowledge at the level of high-output disciplines and journals, along with the primary publishing outlets, indicates the highly interdisciplinary nature of research into older adults’ technology acceptance. This reflects the complexity and breadth of issues related to older adults’ technology acceptance, necessitating the integration of multidisciplinary knowledge and approaches. Currently, research is primarily focused on medical health and human-computer interaction, demonstrating academic interest in improving health and quality of life for older adults and addressing the urgent needs related to their interactions with technology. In the field of medical health, research aims to provide advanced and innovative healthcare technologies and services to meet the challenges of an aging population while improving the quality of life for older adults (Abdi et al. 2020 ; Wilson et al. 2021 ). In the field of human-computer interaction, research is focused on developing smarter and more user-friendly interaction models to meet the needs of older adults in the digital age, enabling them to actively participate in social activities and enjoy a higher quality of life (Sayago, 2019 ). These studies are crucial for addressing the challenges faced by aging societies, providing increased support and opportunities for the health, welfare, and social participation of older adults.

Discussion on research power (RQ2)

This study analyzes leading countries and collaboration networks, core institutions and authors, revealing the global research landscape and distribution of research strength in the field of older adults’ technology acceptance, and presents quantitative data on global research trends. From the analysis of country distribution and collaborations, China and the USA hold dominant positions in this field, with developed countries like the UK, Germany, Italy, and the Netherlands also excelling in international cooperation and research influence. The significant investment in technological research and the focus on the technological needs of older adults by many developed countries reflect their rapidly aging societies, policy support, and resource allocation.

China is the only developing country that has become a major contributor in this field, indicating its growing research capabilities and high priority given to aging societies and technological innovation. Additionally, China has close collaborations with countries such as USA, the UK, and Malaysia, driven not only by technological research needs but also by shared challenges and complementarities in aging issues among these nations. For instance, the UK has extensive experience in social welfare and aging research, providing valuable theoretical guidance and practical experience. International collaborations, aimed at addressing the challenges of aging, integrate the strengths of various countries, advancing in-depth and widespread development in the research of technology acceptance among older adults.

At the institutional and author level, City University of Hong Kong leads in publication volume, with research teams led by Chan and Chen demonstrating significant academic activity and contributions. Their research primarily focuses on older adults’ acceptance and usage behaviors of various technologies, including smartphones, smart wearables, and social robots (Chen et al. 2015 ; Li et al. 2019 ; Ma et al. 2016 ). These studies, targeting specific needs and product characteristics of older adults, have developed new models of technology acceptance based on existing frameworks, enhancing the integration of these technologies into their daily lives and laying a foundation for further advancements in the field. Although Tilburg University has a smaller publication output, it holds significant influence in the field of older adults’ technology acceptance. Particularly, the high citation rate of Peek’s studies highlights their excellence in research. Peek extensively explored older adults’ acceptance and usage of home care technologies, revealing the complexity and dynamics of their technology use behaviors. His research spans from identifying systemic influencing factors (Peek et al. 2014 ; Peek et al. 2016 ), emphasizing familial impacts (Luijkx et al. 2015 ), to constructing comprehensive models (Peek et al. 2017 ), and examining the dynamics of long-term usage (Peek et al. 2019 ), fully reflecting the evolving technology landscape and the changing needs of older adults. Additionally, the ongoing contributions of researchers like Ziefle, Rogers, and Wouters in the field of older adults’ technology acceptance demonstrate their research influence and leadership. These researchers have significantly enriched the knowledge base in this area with their diverse perspectives. For instance, Ziefle has uncovered the complex attitudes of older adults towards technology usage, especially the trade-offs between privacy and security, and how different types of activities affect their privacy needs (Maidhof et al. 2023 ; Mujirishvili et al. 2023 ; Schomakers and Ziefle 2023 ; Wilkowska et al. 2022 ), reflecting a deep exploration and ongoing innovation in the field of older adults’ technology acceptance.

Discussion on knowledge base and thematic progress (RQ3)

Through co-citation analysis and systematic review of seminal literature, this study reveals the knowledge foundation and thematic progress in the field of older adults’ technology acceptance. Co-citation networks and cluster analyses illustrate the structural themes of the research, delineating the differentiation and boundaries within this field. Additionally, burst detection analysis offers a valuable perspective for understanding the thematic evolution in the field of technology acceptance among older adults. The development and innovation of theoretical models are foundational to this research. Researchers enhance the explanatory power of constructed models by deepening and expanding existing technology acceptance theories to address theoretical limitations. For instance, Heerink et al. ( 2010 ) modified and expanded the UTAUT model by integrating functional assessment and social interaction variables to create the almere model. This model significantly enhances the ability to explain the intentions of older users in utilizing assistive social agents and improves the explanation of actual usage behaviors. Additionally, Chen and Chan ( 2014 ) extended the TAM to include age-related health and capability features of older adults, creating the STAM, which substantially improves predictions of older adults’ technology usage behaviors. Personal attributes, health and capability features, and facilitating conditions have a direct impact on technology acceptance. These factors more effectively predict older adults’ technology usage behaviors than traditional attitudinal factors.

With the advancement of technology and the application of emerging technologies, new research topics have emerged, increasingly focusing on older adults’ acceptance and use of these technologies. Prior to this, the study by Mitzner et al. ( 2010 ) challenged the stereotype of older adults’ conservative attitudes towards technology, highlighting the central roles of usability and usefulness in the technology acceptance process. This discovery laid an important foundation for subsequent research. Research fields such as “smart home technology,” “social life,” and “customer service” are emerging, indicating a shift in focus towards the practical and social applications of technology in older adults’ lives. Research not only focuses on the technology itself but also on how these technologies integrate into older adults’ daily lives and how they can improve the quality of life through technology. For instance, studies such as those by Ma et al. ( 2016 ), Hoque and Sorwar ( 2017 ), and Li et al. ( 2019 ) have explored factors influencing older adults’ use of smartphones, mHealth, and smart wearable devices.

Furthermore, the diversification of research methodologies and innovation in evaluation techniques, such as the use of mixed methods, structural equation modeling (SEM), and neural network (NN) approaches, have enhanced the rigor and reliability of the findings, enabling more precise identification of the factors and mechanisms influencing technology acceptance. Talukder et al. ( 2020 ) employed an effective multimethodological strategy by integrating SEM and NN to leverage the complementary strengths of both approaches, thus overcoming their individual limitations and more accurately analyzing and predicting older adults’ acceptance of wearable health technologies (WHT). SEM is utilized to assess the determinants’ impact on the adoption of WHT, while neural network models validate SEM outcomes and predict the significance of key determinants. This combined approach not only boosts the models’ reliability and explanatory power but also provides a nuanced understanding of the motivations and barriers behind older adults’ acceptance of WHT, offering deep research insights.

Overall, co-citation analysis of the literature in the field of older adults’ technology acceptance has uncovered deeper theoretical modeling and empirical studies on emerging technologies, while emphasizing the importance of research methodological and evaluation innovations in understanding complex social science issues. These findings are crucial for guiding the design and marketing strategies of future technology products, especially in the rapidly growing market of older adults.

Discussion on research hotspots and evolutionary trends (RQ4)

By analyzing core keywords, we can gain deep insights into the hot topics, evolutionary trends, and quality distribution of research in the field of older adults’ technology acceptance. The frequent occurrence of the keywords “TAM” and “UTAUT” indicates that the applicability and theoretical extension of existing technology acceptance models among older adults remain a focal point in academia. This phenomenon underscores the enduring influence of the studies by Davis ( 1989 ) and Venkatesh et al. ( 2003 ), whose models provide a robust theoretical framework for explaining and predicting older adults’ acceptance and usage of emerging technologies. With the widespread application of artificial intelligence (AI) and big data technologies, these theoretical models have incorporated new variables such as perceived risk, trust, and privacy issues (Amin et al. 2024 ; Chen et al. 2024 ; Jing et al. 2024b ; Seibert et al. 2021 ; Wang et al. 2024b ), advancing the theoretical depth and empirical research in this field.

Keyword co-occurrence cluster analysis has revealed multiple research hotspots in the field, including factors influencing technology adoption, interactive experiences between older adults and assistive technologies, the application of mobile health technology in health management, and technology-assisted home care. These studies primarily focus on enhancing the quality of life and health management of older adults through emerging technologies, particularly in the areas of ambient assisted living, smart health monitoring, and intelligent medical care. In these domains, the role of AI technology is increasingly significant (Qian et al. 2021 ; Ho 2020 ). With the evolution of next-generation information technologies, AI is increasingly integrated into elder care systems, offering intelligent, efficient, and personalized service solutions by analyzing the lifestyles and health conditions of older adults. This integration aims to enhance older adults’ quality of life in aspects such as health monitoring and alerts, rehabilitation assistance, daily health management, and emotional support (Lee et al. 2023 ). A survey indicates that 83% of older adults prefer AI-driven solutions when selecting smart products, demonstrating the increasing acceptance of AI in elder care (Zhao and Li 2024 ). Integrating AI into elder care presents both opportunities and challenges, particularly in terms of user acceptance, trust, and long-term usage effects, which warrant further exploration (Mhlanga 2023 ). These studies will help better understand the profound impact of AI technology on the lifestyles of older adults and provide critical references for optimizing AI-driven elder care services.

The Time-zone evolution mapping and burst keyword analysis further reveal the evolutionary trends of research hotspots. Early studies focused on basic technology acceptance models and user perceptions, later expanding to include quality of life and health management. In recent years, research has increasingly focused on cutting-edge technologies such as virtual reality, telehealth, and human-robot interaction, with a concurrent emphasis on the user experience of older adults. This evolutionary process demonstrates a deepening shift from theoretical models to practical applications, underscoring the significant role of technology in enhancing the quality of life for older adults. Furthermore, the strategic coordinate mapping analysis clearly demonstrates the development and mutual influence of different research themes. High centrality and density in the themes of Usage Experience and Assisted Living Technology indicate their mature research status and significant impact on other themes. The themes of Smart Devices, Theoretical Models, and Mobile Health Applications demonstrate self-contained research trends. The themes of Human-Robot Interaction, Characteristics of the Elderly, and Research Methods are not yet mature, but they hold potential for development. Themes of Digital Healthcare Technology, Psychological Factors, and Socio-Cultural Factors are closely related to other themes, displaying core immaturity but significant potential.

In summary, the research hotspots in the field of older adults’ technology acceptance are diverse and dynamic, demonstrating the academic community’s profound understanding of how older adults interact with technology across various life contexts and needs. Under the influence of AI and big data, research should continue to focus on the application of emerging technologies among older adults, exploring in depth how they adapt to and effectively use these technologies. This not only enhances the quality of life and healthcare experiences for older adults but also drives ongoing innovation and development in this field.

Research agenda

Based on the above research findings, to further understand and promote technology acceptance and usage among older adults, we recommend future studies focus on refining theoretical models, exploring long-term usage, and assessing user experience in the following detailed aspects:

Refinement and validation of specific technology acceptance models for older adults: Future research should focus on developing and validating technology acceptance models based on individual characteristics, particularly considering variations in technology acceptance among older adults across different educational levels and cultural backgrounds. This includes factors such as age, gender, educational background, and cultural differences. Additionally, research should examine how well specific technologies, such as wearable devices and mobile health applications, meet the needs of older adults. Building on existing theoretical models, this research should integrate insights from multiple disciplines such as psychology, sociology, design, and engineering through interdisciplinary collaboration to create more accurate and comprehensive models, which should then be validated in relevant contexts.

Deepening the exploration of the relationship between long-term technology use and quality of life among older adults: The acceptance and use of technology by users is a complex and dynamic process (Seuwou et al. 2016 ). Existing research predominantly focuses on older adults’ initial acceptance or short-term use of new technologies; however, the impact of long-term use on their quality of life and health is more significant. Future research should focus on the evolution of older adults’ experiences and needs during long-term technology usage, and the enduring effects of technology on their social interactions, mental health, and life satisfaction. Through longitudinal studies and qualitative analysis, this research reveals the specific needs and challenges of older adults in long-term technology use, providing a basis for developing technologies and strategies that better meet their requirements. This understanding aids in comprehensively assessing the impact of technology on older adults’ quality of life and guiding the optimization and improvement of technological products.

Evaluating the Importance of User Experience in Research on Older Adults’ Technology Acceptance: Understanding the mechanisms of information technology acceptance and use is central to human-computer interaction research. Although technology acceptance models and user experience models differ in objectives, they share many potential intersections. Technology acceptance research focuses on structured prediction and assessment, while user experience research concentrates on interpreting design impacts and new frameworks. Integrating user experience to assess older adults’ acceptance of technology products and systems is crucial (Codfrey et al. 2022 ; Wang et al. 2019 ), particularly for older users, where specific product designs should emphasize practicality and usability (Fisk et al. 2020 ). Researchers need to explore innovative age-appropriate design methods to enhance older adults’ usage experience. This includes studying older users’ actual usage preferences and behaviors, optimizing user interfaces, and interaction designs. Integrating feedback from older adults to tailor products to their needs can further promote their acceptance and continued use of technology products.

Conclusions

This study conducted a systematic review of the literature on older adults’ technology acceptance over the past decade through bibliometric analysis, focusing on the distribution power, research power, knowledge base and theme progress, research hotspots, evolutionary trends, and quality distribution. Using a combination of quantitative and qualitative methods, this study has reached the following conclusions:

Technology acceptance among older adults has become a hot topic in the international academic community, involving the integration of knowledge across multiple disciplines, including Medical Informatics, Health Care Sciences Services, and Ergonomics. In terms of journals, “PSYCHOLOGY, EDUCATION, HEALTH” represents a leading field, with key publications including Computers in Human Behavior , Journal of Medical Internet Research , and International Journal of Human-Computer Interaction . These journals possess significant academic authority and extensive influence in the field.

Research on technology acceptance among older adults is particularly active in developed countries, with China and USA publishing significantly more than other nations. The Netherlands leads in high average citation rates, indicating the depth and impact of its research. Meanwhile, the UK stands out in terms of international collaboration. At the institutional level, City University of Hong Kong and The University of Hong Kong in China are in leading positions. Tilburg University in the Netherlands demonstrates exceptional research quality through its high average citation count. At the author level, Chen from China has the highest number of publications, while Peek from the Netherlands has the highest average citation count.

Co-citation analysis of references indicates that the knowledge base in this field is divided into three main categories: theoretical model deepening, emerging technology applications, and research methods and evaluation. Seminal literature focuses on four areas: specific technology use by older adults, expansion of theoretical models of technology acceptance, information technology adoption behavior, and research perspectives. Research themes have evolved from initial theoretical deepening and analysis of influencing factors to empirical studies on individual factors and emerging technologies.

Keyword analysis indicates that TAM and UTAUT are the most frequently occurring terms, while “assistive technology” and “virtual reality” are focal points with high frequency and centrality. Keyword clustering analysis reveals that research hotspots are concentrated on the influencing factors of technology adoption, human-robot interaction experiences, mobile health management, and technology for aging in place. Time-zone evolution mapping and burst keyword analysis have revealed the research evolution from preliminary exploration of influencing factors, to enhancements in quality of life and health management, and onto advanced technology applications and deepening of theoretical models. Furthermore, analysis of research quality distribution indicates that Usage Experience and Assisted Living Technology have become core topics, while Smart Devices, Theoretical Models, and Mobile Health Applications point towards future research directions.

Through this study, we have systematically reviewed the dynamics, core issues, and evolutionary trends in the field of older adults’ technology acceptance, constructing a comprehensive Knowledge Mapping of the domain and presenting a clear framework of existing research. This not only lays the foundation for subsequent theoretical discussions and innovative applications in the field but also provides an important reference for relevant scholars.

Limitations

To our knowledge, this is the first bibliometric analysis concerning technology acceptance among older adults, and we adhered strictly to bibliometric standards throughout our research. However, this study relies on the Web of Science Core Collection, and while its authority and breadth are widely recognized, this choice may have missed relevant literature published in other significant databases such as PubMed, Scopus, and Google Scholar, potentially overlooking some critical academic contributions. Moreover, given that our analysis was confined to literature in English, it may not reflect studies published in other languages, somewhat limiting the global representativeness of our data sample.

It is noteworthy that with the rapid development of AI technology, its increasingly widespread application in elderly care services is significantly transforming traditional care models. AI is profoundly altering the lifestyles of the elderly, from health monitoring and smart diagnostics to intelligent home systems and personalized care, significantly enhancing their quality of life and health care standards. The potential for AI technology within the elderly population is immense, and research in this area is rapidly expanding. However, due to the restrictive nature of the search terms used in this study, it did not fully cover research in this critical area, particularly in addressing key issues such as trust, privacy, and ethics.

Consequently, future research should not only expand data sources, incorporating multilingual and multidatabase literature, but also particularly focus on exploring older adults’ acceptance of AI technology and its applications, in order to construct a more comprehensive academic landscape of older adults’ technology acceptance, thereby enriching and extending the knowledge system and academic trends in this field.

Data availability

The datasets analyzed during the current study are available in the Dataverse repository: https://doi.org/10.7910/DVN/6K0GJH .

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This research was supported by the Social Science Foundation of Shaanxi Province in China (Grant No. 2023J014).

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Shang, X., Liu, Z., Gong, C. et al. Knowledge mapping and evolution of research on older adults’ technology acceptance: a bibliometric study from 2013 to 2023. Humanit Soc Sci Commun 11 , 1115 (2024). https://doi.org/10.1057/s41599-024-03658-2

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