Road Mapping
Road Mapping
The highly contextual and multifaceted nature of EMEMUS presents a significant challenge for
researchers. Implementations of English-medium education are shaped by a unique confluence of
global, national, and local forces, making each program highly dependent on its specific context. 2
This complexity makes it exceptionally "very difficult to draw meaningful conclusions about
what can be labelled 'good' or 'successful'" when comparing different programs or institutions. 4
This analytical challenge underscores the critical need for a theoretical framework that is
simultaneously holistic, systematic, and flexible enough to capture the intricate dynamics at
play.2 Without such a tool, research risks becoming fragmented, producing isolated case studies
that are difficult to synthesize or compare meaningfully.
Theoretical Anchoring
The framework is explicitly grounded in applied linguistics, a field dedicated to addressing "real
world problem[s] in which language is its central issue". 7 This grounding ensures that the
analysis remains focused on the linguistic and communicative realities of EMEMUS. Its
theoretical strength is drawn from several intersecting domains:
• Sociolinguistics and Ecolinguistics: The framework adopts an ecological perspective,
viewing the university not as a monolingual space but as a complex linguistic
ecosystem.14 Following Haugen's (1972) work, it examines the relationships between
languages and the society in which they exist, acknowledging the interdependence of
English with other local and national languages. 3 This approach moves beyond a
simplistic view of English as a neutral tool and instead analyzes its fluid, complex, and
multifunctional role within the institutional environment.15
• Language Policy Research: ROAD-MAPPING is heavily informed by contemporary
research in Language Policy and Planning (LPP), particularly the work of scholars like
Spolsky.14 It recognizes that language policy is comprised not only of explicit, top-down
policy documents (
de jure policy) but also of the implicit beliefs, attitudes, and everyday practices of
institutional actors (de facto policy). 19 This allows researchers to investigate the often-
significant "(mis)alignments between policymaking and implementation". 16
• Discourse Studies: At its core, the framework regards EMEMUS as a social phenomenon
that is constructed through language. It views discourse—in its broadest sense,
encompassing written texts, spoken interaction, and other semiotic means—as the
primary "access point" for understanding and analyzing the six dimensions of
EMEMUS.3 This discursive orientation encourages researchers to examine how realities
are shaped, negotiated, and contested through communication.
• Definition: This dimension brings the human element to the forefront, encompassing all
the "different social players" involved in and affected by EMEMUS. 1 These agents can be
conceptualized as individuals (a specific student, a lecturer) or as collective groups
(international students, tenured faculty, administrative staff). The framework considers
their diverse beliefs, attitudes, motivations, professional concerns, and evolving
identities.1 Importantly, agents are not viewed as passive recipients of policy but as active
participants who possess agency to interpret, negotiate, appropriate, or even resist top-
down directives, thereby co-constructing the reality of EMEMUS from the bottom up.18
• Potential Research Questions:
◦ What are the beliefs and ideologies of subject-matter lecturers regarding the
integration of language and content in their teaching? Do they see themselves as
language teachers?
◦ How do domestic and international students navigate their academic and social
identities within the multilingual and multicultural space of an EME program?
◦ What are the perceived professional development needs of lecturers transitioning
to teaching in English?
◦ How does the English language proficiency of different agents (e.g., students,
lecturers, administrative staff) influence their engagement with and experience of
EMEMUS?
• Data Collection Methods:
◦ In-depth Interviews: Semi-structured or narrative interviews to elicit rich, detailed
accounts of individuals' experiences, beliefs, and perspectives.
◦ Focus Groups: To facilitate discussion among peer groups (e.g., students from the
same program, lecturers from the same department) and explore shared or
contested views.
◦ Surveys and Questionnaires: To collect data on attitudes, beliefs, and perceptions
from a larger sample of agents, allowing for quantitative analysis.
• Analytical Approaches:
◦ Thematic Analysis: To identify patterns and themes in interview and focus group
data related to agent beliefs, attitudes, and experiences.
◦ Narrative Analysis: To analyze the stories and personal accounts of agents to
understand how they construct their identities and make sense of their
experiences.
◦ Statistical Analysis: To analyze survey data using techniques like factor analysis
to identify underlying attitudinal constructs or regression analysis to explore
relationships between beliefs and demographic variables.
• Definition: This final dimension situates EMEMUS within the broader strategic context
of the university, capturing the inherent "tensions but also the synergies" between global
ambitions and local identities.1
Internationalisation refers to the purposeful integration of international, intercultural, or
global dimensions into the university's core functions. 7
Glocalisation, a complementary concept, describes the process whereby a university
positions itself as a global player while simultaneously maintaining and leveraging its
unique local identity, culture, and community connections. 14 This dimension explores
how EME serves as a vehicle for these strategic goals.
• Potential Research Questions:
◦ How are the concepts of 'internationalisation' and 'glocalisation' discursively
constructed and promoted in the university's mission statements, strategic plans,
and marketing materials?
◦ In what ways does the university's EME strategy engage with or neglect local
languages, cultures, and knowledge systems?
◦ As explored by Bradford (2023), what specific promises regarding global careers,
international experiences, and local relevance are made to prospective students on
EME program websites? 1
◦ How do lecturers' personal and professional backgrounds influence their
engagement with and understanding of the university's internationalisation
agenda?
• Data Collection Methods:
◦ Discourse Analysis of Institutional Texts: Critical analysis of university websites,
promotional brochures, strategic plans, and mission statements.
◦ Interviews and Focus Groups: Discussions with university leadership,
international office staff, and lecturers to explore their perspectives on the
institution's global and local positioning.
◦ Corpus Analysis: As demonstrated by Pérez-Paredes & Curry (2023), building
and analyzing a corpus of interview and focus group data to identify key linguistic
patterns in how agents talk about internationalisation.12
• Analytical Approaches:
◦ Critical Discourse Analysis (CDA): To deconstruct the ideologies and narratives
embedded in institutional texts about internationalisation.
◦ Corpus-Assisted Discourse Studies (CADS): To combine quantitative corpus
methods (e.g., keyword analysis, collocation analysis) with qualitative discourse
analysis to reveal patterns in large textual datasets.
◦ Thematic Analysis: To identify key themes in interview data related to
stakeholders' perceptions of the university's global and local roles.
To provide a clear, at-a-glance reference for the doctoral researcher, the information in this
chapter is synthesized in the following table.
Dimen
Example
sion
Core Definition Focus of Inquiry Research
(Acron
Questions
ym)
To what extent
The explicit, top-
The content and does the
down efforts to
(Lang ideology of de jure university's
influence the
uage) language policies and official language
language situation
Manag the (mis)alignment policy support the
through formal
ement between policy goals pedagogical and
policies, regulations,
(M) and on-the-ground linguistic needs of
and strategic
implementation. its EME
planning.
lecturers?
What
pedagogical
The concrete Micro-level classroom
Practi strategies do
administrative, interactions, meso-
ces & experienced EME
research, and level curriculum design
Proce lecturers use to
educational activities and teacher training,
sses ensure content
that constitute the and macro-level quality
(PP) comprehension
"doing" of EMEMUS. assurance processes.
for linguistically
diverse students?
This section transitions from theoretical operationalization to an in-depth analysis of how the
ROAD-MAPPING framework has been applied in actual doctoral-level and scholarly research.
By examining a range of case studies, this part provides the concrete examples of "data, and the
analysis in practice" necessary for a PhD student to envision and design their own project. The
studies showcased here illustrate the framework's versatility across different research designs,
from broad comparative analyses to deep institutional dives and focused explorations of single
dimensions.
A prime example is the 2023 study by Lijie Shao and Lorna Carson, which conducted a cross-
case analysis of undergraduate business schools in three distinct EMEMUS contexts: China,
Japan, and the Netherlands.1 Their research demonstrates how the framework can be used as a
systematic tool to structure a complex, multi-sited investigation.
• Methodology in Practice: The researchers explicitly state that their rationale for selecting
the framework was that it "represents a robust means of distinguishing features within
and across different university settings, particularly useful for a comparative study". 32
They used it as both a methodological guide for structuring their inquiry and as an
analytical framework for interpreting their data.
◦ Data Collection: A mixed-methods approach was employed to gather rich data
from each site. This included large-scale surveys completed by 663 students and
in-depth, semi-structured interviews with 27 students and 19 faculty members. 31
This combination allowed for both broad statistical patterns and deep qualitative
insights.
◦ Data Analysis: The six dimensions of the ROAD-MAPPING framework were
used as the primary coding structure for a thematic analysis of the interview
data.31 This ensured that the analysis was systematic and consistent across all
three national contexts, allowing the researchers to "transform research findings
from separate and specific cases into a synthesised cross-case analysis".32
• Key Findings and Analysis: The application of the framework revealed "marked
contrasts" between the sites that might have been obscured by a less structured
approach.31 For example, significant differences were found in student language
proficiency, the linguistic competence of teachers, and the degree to which content and
language support were integrated at both the institutional (Management) and classroom
(Practices and Processes) levels. The study was able to draw nuanced comparisons,
noting, for instance, that while the Chinese and Japanese universities contrasted sharply
with the Dutch university, there were also some similarities between the Japanese and
Dutch cases in specific aspects.31
This study powerfully illustrates how the framework facilitates robust comparative research. The
fundamental difficulty in comparing EME programs across diverse nations lies in establishing a
valid basis for comparison, or what researchers term "functional equivalence." A direct
comparison of, for example, "student satisfaction" in the Netherlands and China could be
misleading because the underlying systems and contexts are vastly different. The ROAD-
MAPPING framework provides a solution to this problem. By applying the same six-
dimensional lens to each case, Shao and Carson were able to create a systematic profile of each
university's entire EMEMUS ecosystem. They were not merely comparing isolated outcomes but
the interplay of factors within each system—how the Management dimension (e.g., national
policies) in the Netherlands shaped the Agents (e.g., highly proficient students and staff), which
in turn influenced Practices and Processes (e.g., classroom pedagogy). This structured approach
provides the theoretical architecture necessary to make justifiable and meaningful comparisons
across heterogeneous settings, a critical component of high-quality international research.
While the framework excels in comparative research, it is equally powerful when applied to a
single case, enabling a rich, in-depth, and holistic understanding of a specific institutional
context. Several studies demonstrate its utility for this kind of deep dive.
• Focus Study 1: An Austrian Business University: A study by Miya Komori-Glatz (2023)
at an English-medium master's program in Vienna is described as the "first major study to
use ROAD-MAPPING as an integral part of the analytical approach" from start to
finish.21
◦ Application: The framework provided the overarching structure for the entire
research project. While considering all six dimensions to understand the macro
(institutional) and meso (programmatic) context, the study strategically "zoomed
in" on the Practices and Processes (PP) dimension at the micro-level. 21 The
specific focus was on how multicultural student teams negotiated business content
and developed a community of practice during collaborative tasks.
◦ Data and Analysis: The methodology combined an etic approach (interactional
analysis of student teamwork recordings) with an emic one (reflective interviews
with the students), providing a multi-layered view of the processes. 21 The study
confirmed the framework's robustness in illuminating the "multi-layered and
multifaceted nature of the international university setting". 21 It also highlighted
the framework's flexibility, noting that it was necessary to adapt the
conceptualization of some dimensions to better fit the specific context.21
• Focus Study 2: An Internationally-Oriented Chinese University: Another case study used
the framework to investigate the complex interplay between EME and
internationalisation strategies within a single Chinese university.16
◦ Application: The framework was used to analyze how the institution navigated
both top-down policies and bottom-up language norms. This holistic view
allowed the researchers to identify and characterize five distinct types of EME
being practiced within the same university, a level of granularity that a less
comprehensive model might have missed.
◦ Data and Analysis: The study was based on triangulated data from two key
sources: official institutional documents (Management dimension) and in-depth
interviews with faculty and staff (Agents dimension).16
• Focus Study 3: Universities in Colombia and Brazil: A qualitative PhD thesis examining
EME in two Latin American universities provides an excellent example of using a single
dimension as an analytical entry point.16
◦ Application: While acknowledging the importance of the entire framework, this
study used the Roles of English (RoE) dimension as the primary "starting point
for data analysis".16 The research aimed to understand how the introduction of
EME was affecting the specific functions that English performs in these settings
relative to Spanish and Portuguese.
◦ Data and Analysis: The research drew on in-depth interviews with EME
professors and an analysis of institutional documents, demonstrating how a
focused application of one dimension can yield deep insights while remaining
conceptually grounded in the holistic model.16
These cases collectively show that the framework is not an all-or-nothing proposition. A doctoral
researcher can use it to structure an entire thesis, as Komori-Glatz did, or they can strategically
deploy a single dimension, like RoE, as a primary analytical lens to make their project's scope
manageable, while still using the other five dimensions to provide essential context for their
findings.
The ROAD-MAPPING framework is particularly adept at bridging the gap between policy and
practice, making it a valuable tool for research at the meso- (institutional) and macro-
(national/continental) levels. It allows researchers to move beyond simply describing policies to
analyzing how they are constructed, interpreted, and enacted.
• National Level Analysis: Several studies have applied the framework to analyze national-
level EME policies. Research examining EME in Vietnam, for instance, drew on the
framework's six dimensions to deductively code and analyze top-down government
policy documents.17 This provided a systematic and holistic understanding of how
Vietnamese policymakers conceptualized EME-based education and its intended
implementation.17 A particularly insightful study by Heath Rose and Kari Sahan (2023)
explicitly compared the ROAD-MAPPING framework to traditional macro-meso-micro
frameworks for policy analysis.26 By contrasting a study of Chinese EME policy using
the traditional model with a study of Turkish policy using ROAD-MAPPING, they
concluded that while the multilayered framework allowed for a holistic but "far less
focused" investigation, the ROAD-MAPPING framework was "more adept at explicating
the discourses between policy arbitration".26 They argue that ROAD-MAPPING offers
"greater utility, specificity, and nuance" for EME policy research, in large part because it
is theoretically grounded in sociolinguistics and is thus more sensitive to language-related
issues.26
• Institutional Level Analysis: The framework has also been used to inform policy and
management at the institutional level. Dafouz and Smit present a case study of its
application at the Complutense University of Madrid, demonstrating how the six
dimensions can be used as an analytical guide to examine and inform managerial
decisions regarding internationalisation and language planning. 4 By systematically
considering all dimensions, university leaders can identify potential challenges and
opportunities, leading to more coherent and context-sensitive strategies.
• Continental Level Analysis: The framework's utility extends to transnational contexts. It
was applied in the EQUiiP project, which involved six European countries. 4 In this
context, ROAD-MAPPING provided a common conceptual language and analytical
structure for partners from different national systems to collaborate on developing
resources and strategies for EME teacher education and professional development,
demonstrating its value for large-scale, cross-border initiatives.
A key challenge for any doctoral candidate is defining a research project that is both significant
and manageable within the constraints of a PhD. The ROAD-MAPPING framework supports
this by allowing researchers to place a "lens on a particular aspect" while still keeping the
holistic context in view.1 The following studies exemplify how deep, methodologically
sophisticated research can be conducted by focusing primarily on one or two dimensions.
• Focus Study 1: The ING Dimension: A 2023 study by Pascual Pérez-Paredes and Niall
Curry offers a compelling example of an in-depth investigation into the
Internationalisation and Glocalisation (ING) dimension. 1 Their research sought to
understand how EME lecturers at a Spanish university discursively construct the concepts
of internationalisation and glocalisation.
◦ Innovative Methodology: This study stands out for its methodological innovation.
The authors proposed a novel mixed-methods approach that combined the
ROAD-MAPPING framework with corpus linguistics and elements of critical
grounded theory.12 They compiled a corpus of text from five semi-structured
interviews and two focus groups with multidisciplinary lecturers.28
◦ Analysis in Practice: The ROAD-MAPPING framework was used to
"theoretically position and interrogate the data," providing the overarching
conceptual structure.28 Corpus linguistic tools were then used to analyze the
interview corpus for key patterns of language use, while critical grounded theory
guided the interpretation of these patterns. This sophisticated approach allowed
them to move beyond simple thematic coding to offer a nuanced interpretation of
the lecturers' discourse, identifying not only established themes of
internationalisation but also significant "gaps in their engagement with ING".28
• Focus Study 2: The AD Dimension: Research led by Emma Dafouz as part of the
international SHIFT project demonstrates a focused application on the Academic
Disciplines (AD) dimension, specifically investigating the role of Disciplinary Literacies
(DLs).9
◦ Application: The study used the ROAD-MAPPING framework as a conceptual
and analytical tool to provide a "situated account of how DLs are conceptualised,
practised, and socialised" in an English-taught business studies program. 25 The
research addressed the critical gap between students' general English proficiency
and their mastery of the specific communicative practices of their discipline.
◦ Data and Analysis: The analysis was based on data from focus group interviews
with both students and lecturers, allowing for a multi-perspective view of the
challenges and practices related to developing disciplinary literacy in an EME
context.25
These studies show that focusing on a single dimension does not mean ignoring the others.
Rather, the other dimensions provide the essential context that makes the focused analysis
meaningful. For example, Pérez-Paredes and Curry's findings on the ING dimension are enriched
by an understanding of the specific Agents (lecturers with certain backgrounds), the institutional
Management (university policies), and the Academic Disciplines involved. The following table
provides a comparative overview of how different studies have operationalized the framework,
offering concrete models for a PhD researcher.
Data
Key
Study & Primary Collection Data Analysis
Dimensions
Context Research Focus Instrument Approach
Investigated
s
Komori-
Primary
Glatz Interaction Synthesis of
focus on
(2023) To examine al analysis etic
Practices &
Single- multicultural of student (interactional
Processes
case student teamwork analysis) and
(PP), with
study at teamwork and (recording emic (thematic
other
an the negotiation s). analysis of
dimensions
Austrian of business Reflective interviews)
providing
Busines content at a interviews approaches.
macro and
s micro-level. with 21
meso
Universit students.
context.
y 21
To analyze
Rose & national and Primary Discourse
Policy analysis of
Sahan institutional EME focus on
documents policy texts,
(2023) policy (Language)
(N=145) structured by
Policy documents and Managemen
University the six
analysis compare the t (M), but
fieldwork dimensions of
in utility of ROAD- connected to
data the
Turkey MAPPING vs. all other
(N=7). 26
34 traditional dimensions. framework.
frameworks.
Part IV: Critical Evaluation and Future Directions
For a doctoral candidate, adopting a theoretical framework requires not only understanding its
application but also developing a critical perspective on its strengths and weaknesses. This final
chapter provides a balanced evaluation of the ROAD-MAPPING framework, offers actionable
recommendations for its use in a PhD thesis, and outlines potential avenues for future research
where an emerging scholar can make an original contribution.
Based on this critical evaluation, a doctoral candidate can employ several strategies to use the
framework effectively and manage its challenges:
1. Strategically Scope the Project: It is neither feasible nor desirable for most PhD projects
to investigate all six dimensions with equal depth. A more effective approach is to select
one or two dimensions as the primary focus of the investigation while using the
remaining dimensions as the essential contextual backdrop for the analysis. For example,
a study might focus intensely on Practices and Processes within the classroom but use the
Management and Agents dimensions to explain why those practices are occurring.
2. Treat Intersections as Findings: Rather than viewing the overlap between dimensions as a
methodological problem, treat it as an analytical finding. The intersection between, for
instance, a lecturer's beliefs (Agents) and their pedagogical choices (Practices and
Processes) is a rich site for inquiry. Explicitly analyzing these points of intersection can
lead to more nuanced and integrated conclusions.
3. Pair the Framework with Specific Analytical Methods: The ROAD-MAPPING
framework is a conceptual guide, not an analytical method in itself. To avoid purely
descriptive research, it is crucial to pair it with robust and specific methods of analysis.
As the case studies show, its power is amplified when combined with techniques like
critical discourse analysis, corpus linguistics, interactional analysis, or grounded theory. 12
4. Acknowledge and Justify Adaptations: If the research context requires an adaptation of
the framework (e.g., combining dimensions or modifying a definition), this should be
done transparently. The thesis should clearly articulate the rationale for the adaptation,
thereby contributing to the ongoing scholarly conversation about the framework's
application and refinement.
Future Research Directions
The work of Dafouz, Smit, and the community of scholars using their framework points to
several under-investigated areas where a doctoral researcher could make a significant
contribution. The existing literature, while growing, has so far only covered a limited number of
geopolitical contexts.12 There is a pressing need for more research that applies the ROAD-
MAPPING framework in diverse settings, particularly in the Global South, to broaden the field's
empirical base.
Furthermore, scholars have called for further testing and development of the framework itself,
with the potential to create a "research kit and resource package for each dimension". 12 A PhD
project could contribute to this by, for example, developing and validating a survey instrument
specifically designed to measure one of the dimensions (e.g., Agents' beliefs) or by creating a
detailed coding scheme for analyzing policy documents through the lens of the Management
dimension. By undertaking such methodologically focused work, a doctoral researcher's project
can move beyond a single case study to provide tools and insights that advance the entire field of
EMEMUS research. In doing so, they participate in the ongoing journey of mapping this
complex and vital area of international higher education.
References
1. Na Fundamentação Teórica
Você pode introduzir o framework ROAD-MAPPING como seu principal modelo analítico,
explicando que ele oferece uma abordagem holística para investigar a Educação em Meio de
Inglês em Ambientes Universitários Multilíngues (EMEMUS), um termo que você pode adotar
para dialogar com a literatura mais recente.
2. Nos Objetivos
Seus objetivos já estão bem alinhados com o framework. A adaptação aqui seria torná-los mais
explícitos, usando a terminologia do modelo para mostrar o alcance da sua análise.
3. Na Metodologia
• Na prática da análise: Ao transcrever uma entrevista com um aluno, por exemplo, você
pode codificar os trechos usando as dimensões.
◦ Um aluno diz: "O professor explicou em inglês, eu não entendi, aí perguntei em
português e meu colega me ajudou."
▪ Isso pode ser codificado em Practices and Processes (PP) (a prática
concreta de pedir ajuda) e em Roles of English (RO) (o uso funcional do
português para garantir a compreensão).
◦ Um aluno comenta: "A universidade quer que a gente fale só inglês, mas na hora
do aperto, a gente usa o português. É o nosso jeito."
▪ Isso pode ser codificado em (Language) Management (M) (a percepção da
política de jure), Agents (A) (a manifestação da agência e identidade) e
Roles of English (RO) (a prática de facto que desafia a política).
Essa abordagem não muda seus métodos de coleta, mas confere uma camada extra de rigor e
sistematicidade à análise, permitindo que você conecte claramente os eventos da sala de aula às
estruturas mais amplas da universidade.
Você pode refinar sua tese para incorporar explicitamente o framework, fortalecendo seu
argumento.
"A tese principal a ser defendida é que as práticas de EMI no ensino superior brasileiro,
analisadas sob a ótica holística do framework ROAD-MAPPING, configuram-se não como uma
mera transposição de um modelo monolíngue, mas como um ecossistema complexo. Nesse
ecossistema, os estudantes, como Agentes (A) centrais, exercem sua agência por meio de
Práticas e Processos (PP) decoloniais de translinguagem. Tais práticas redefinem os Papéis do
Inglês (RO) como uma Língua Franca (ELF) e desafiam as políticas de Gestão (M) e as
narrativas de Internacionalização (ING), construindo um modelo de educação superior mais
inclusivo e epistemicamente diverso, adaptado à realidade local."
Ao fazer essas adaptações, seu projeto ganha um diálogo mais profundo com a literatura
internacional sobre EMI, aumenta seu potencial de comparabilidade com outros contextos e
fortalece a conexão entre a teoria e a análise etnográfica.
Objetivos
Objetivo Geral:
Objetivos Específicos: