2.1. Development of the Virtue–Mind Framework
Jin Li’s cross-cultural comparative studies were inspired by the famous Paradox of Chinese Learners. Coined by Watkins and Biggs in 1996 [
11], the Paradox of Chinese Learners refers to an unsustainable way of learning among Chinese students who consistently excel in international assessments, such as Trends in International Mathematics and Science Study (TIMSS) and the Programme for International Student Assessment (PISA), compared with European–American students [
12,
13,
14,
15], but show little intrinsic interest in exploration, independent thinking, and critical thinking [
16,
17]. Chinese students’ high performance has attracted the attention of researchers seeking to uncover the uniqueness of Chinese students, teachers, and parents in terms of learning [
18,
19,
20,
21,
22], organization of school days [
23], curriculum [
24], pedagogy [
16,
25,
26], and parenting [
27,
28,
29] (see
Section 2.1 in our previous work [
30] for a detailed review). Yet, the unsustainability of Chinese education [
31], leading to high academic stress [
32] and a lack of creativity [
33], has also prompted China to seek to emulate Western-style educational practices [
23,
34,
35,
36]. However, the differences in approaches to education and learning between China and the United States identified in the literature are almost ubiquitous, which amounts to traveling on two parallel paths. This has led many scholars to develop broader frameworks of the two intellectual traditions—Confucian and Socratic philosophy [
16,
29,
37,
38,
39]. Among them, Li’s virtue–mind framework [
40,
41,
42,
43,
44,
45,
46,
47,
48,
49,
50] is generally considered the most comprehensive, encouraging future research in the field.
Li’s theory is innovative in that she adopted an anthropological emic perspective to identify the fundamental beliefs behind the perceived differences in the Chinese and American education systems. Specifically, Li used a prototype method, which is an empirical method based on the idea that humans categorize objects and experience events according to their understanding of the world with the aid of language by naming and labeling these objects and events. By analyzing these names and labels, i.e., conceptualized prototypes, Li was able to identify the cultural foundations of education and learning in China and the United States [
1] (pp. 77–78).
In the two studies she conducted to compare Chinese and European–American learning models [
40,
41], she asked native university students from each culture to provide free associations of the Chinese term “
xuexi (学习)” or its English synonym “learn/learning”, and then used cluster analysis to map the relationships between the various associative concepts in each culture. The results revealed striking differences in learning vocabulary between the two groups.
In terms of readily observable purely linguistic features (see Tables 3.1 and 3.2 in [
1] for the 20 highest rated items in each culture and their characteristic differences (pp. 79–81)), the Chinese associative words typically included idioms and expressed strong affect and a strong call to action, such as “read extensively (博览群书)”; “there is no boundary to learning (学无止境)”; “keep on learning as long as you live (活到老, 学到老)”; “learning without thought is labor lost; thought without learning is perilous (学而不思则罔, 思而不学则殆)”; “long-term diligence is the road to the pinnacle of knowledge; endurance of hardship is the boat to the boundless sea of learning (书山有路勤为径, 学海无涯苦作舟)”. However, the English associative words were mostly single, common words that did not convey desire, passion, or intensity, such as “knowledge”, “thinking”, “students”, “teacher”, and “library”.
In terms of conceptual features (see Figures 3.1 and 3.2 and Tables 3.2 and 3.3 in [
1] (pp. 81–86)), the Chinese vocabulary list contained a large proportion of learning virtues, such as diligence, endurance of hardship, steadfast perseverance, concentration, humility, and lifelong learning. In stark contrast, among the nearly 500 English words, there was no reference to hard work. However, 30% of the terms included in the English vocabulary list were related to thinking and other mental processes or characteristics (e.g., intelligence, inquiry, logic, analysis), which only accounted for 6% in the Chinese vocabulary list. In addition, the English terms primarily referred to external factors such as resources, institutions, and teachers, which was only the case for the lowest rated Chinese items. Moreover, the Chinese concepts focused on unique learning purposes such as moral and social self-perfection, improved social status, and contribution to society.
Converging the above findings, Li discussed the similarities and differences between the Chinese virtue model and the European–American mind model while separately highlighting their correspondence with Confucian and Socratic epistemological lineages. This allowed her to examine in greater detail each culture’s learning processes, learning affect, relationships between learning peers, knowledge expression, and parental guidance through a number of follow-up studies.
The underlying assumption of Li’s studies was that culture exerts a strong influence on people’s fundamental beliefs about learning, thereby shaping their educational and learning behaviors. Li’s ambitious objective of establishing a comprehensive theoretical framework and her extensive empirical efforts are undoubtedly admirable. However, when it comes to the discussion of the influence of cultural exchange on education and learning, she failed to follow through on the same hypothesis consistently. For example, she argued that “variations remain despite deepening cultural exchange” [
1] (p. 331), that “the basic patterns of cultural learning models are tenacious and unlikely to melt in grand unification” [
1] (p. 332), and that “despite today’s accelerated cultural exchange, these learning models do not diminish but endure” [
1] (introduction). How can a country’s cultural tradition affect education and learning, but cultural exchange cannot? It should be noted that Li’s theory was developed around 20 years ago, when global cultural exchange was not as intense as it is today. In addition, the effect of cultural exchange on beliefs about education and learning has not been empirically studied, a research gap that underlies our previous research and this paper.
Moreover, to better address the Paradox of Chinese Learners and improve the sustainability of Chinese education, research should not merely focus on a phenomenological explanation of the distinction between the two cultural learning models, but should examine the relationship between their respective learning beliefs and students’ academic achievement. In Li’s subsequent studies [
49,
50], she bridged the missing link between learning beliefs and academic achievement. However, the results from these studies are insufficient and not comparative in nature to determine which model is best for students’ academic achievement. We address this problem in this paper.
2.2. Introduction of Our Previous Work
In an effort to explore the effect of cultural exchange on learning beliefs, we recently conducted a large-scale survey in China to replicate Li’s studies [
40,
41] with the necessary amendments to her word association test. We recruited 2326 Chinese students ranging from Grade 1 in primary school to juniors in university, coded 32,202 learning associative terms according to Li’s virtue–mind framework, and counted the percentages of virtue and mind word categories. The results revealed a changing trend, from the dominance of the virtue model in primary school to a balance between the virtue and mind models in university; that is, although the tradition of the virtue model among Chinese students was maintained to a large extent, as they grew older, the components of the mind model steadily increased in their learning beliefs to the point of outnumbering those of the virtue model, indicating that learning beliefs are not immutable but grow with a learner’s educational experiences [
30]. The consistent Westernization of Chinese students’ learning beliefs was so prominent that it could be observed simply by looking at the linguistic features of the proposed associative terms (see
Table 1 in [
30]). In the discussion, we attributed this finding to the fact that education in China has changed as a result of cultural exchange, from its system to curriculum content, which Li also recognized [
1] (pp. 63–64). We further suggested a narrowing or disappearance of the gap between the virtue and mind models in the future, and proposed a sustainable learning model dynamically balancing virtue and mind for Chinese education [
30].
In our qualitative study [
30] based on manual coding of associative words in line with Li’s framework, we remapped the hierarchical structure of Chinese students’ learning concepts and integrated both virtue and mind orientations into a diagram (see
Figure 1) as a more appropriate analytical alternative in the era of cultural exchange. As most associative terms were positive or neutral, negative terms that reflected undesirable aspects of learning were exclusive of one orientation or the other. In both orientations, we found four common aspects: (1) learning motivation, (2) learning ability and attitude, (3) learning strategy and support, and (4) learning content. However, their respective dimensions were significantly different.
For example, for learning motivation, the virtue model pointed inward and focused on the self (i.e., perfection of oneself morally/socially; depth and breadth of knowledge; promotion of social status; and contribution to society), reflecting the exemplary path of growth envisioned by Confucius, that is, “cultivate self, regulate family, order the state, and bring peace to the world (修身, 齐家, 治国, 平天下)”. In contrast, the mind model pointed outward and focused on the world, aiming to explore, understand, and face the world through the development of one’s abilities or skills. In addition, as Li also pointed out [
1] (p. 159), the mind model emphasized the need for learners to receive constant external affirmation to maintain their learning motivation, such as praise and rewards.
For learning ability and attitude, the virtue model focused specifically on learning virtues or attitudes including love and passion, diligence, cherishing time, perseverance and endurance of hardship, concentration, humility, and lifelong pursuit. In contrast, the mind model only paid attention to one attitude (i.e., active engagement), but focused on cognitive ability, which was not involved in the virtue model.
For learning strategy and support, the virtue model was limited to only one approach (i.e., practice and review) because Confucian learners view long-term repeated practice as the only way to achieve mastery of knowledge and as inseparable from diligence, endurance of hardship, perseverance, and other learning virtues. In contrast, the mind model was rich in this category, comprising learning and self-management plan, learning approaches, exploration and experiment, thinking and comprehension, and cooperation and communication, all of which reflect learners’ agentic process of active engagement in learning. In addition, this model included many neutral terms representing external support for learning, such as teaching methods, learning experiences and environment, resources, facilities, and tools for learning, and life processes and stages.
Finally, for learning content, the virtue model focused on moral education (i.e., daily code of conduct), whereas the mind model focused on intellectual education (i.e., school curriculum and basic knowledge).
As counting the percentages of virtue and mind associative terms may lead to biased results, that is, it may not clearly ascribe the Westernization of learning beliefs to a decline in virtue concepts or an increase in mind concepts, or a combination of both, we adopted a novel quantitative method [
30]. Specifically, we developed a concept correlation rating scale to measure the extent to which the participants held virtue and mind learning beliefs and revealed that the virtue and mind models were both conducive to academic achievement and that neither should be neglected, thereby addressing the Paradox of Chinese Learners to some extent.
However, although our work [
30] contributed to amend and enrich Li’s theory, it inevitably had limitations. The main limitation was that the studies were conducted in China only, so the situation of European–American students’ learning beliefs in the age of cultural exchange remains unclear. In addition, because of its cross-sectional nature, the results for this study are insufficient to draw conclusions about the role of cultural exchange. Moreover, as the literature [
16,
17,
18,
19,
20,
21,
22,
23,
24,
25,
26,
27,
28,
29] has identified different factors influencing learning achievement between Eastern and Western cultures, research conclusions drawn from a Chinese sample cannot be generalized to a Western sample.