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Lilian Magalhaes
University of So Paulo
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RESEARCH ARTICLE
Abstract
The purpose of this study was to examine how key occupational therapy terminologies are used by Brazilian occupational therapists. A nominal group approach combined with a Delphi technique involving 31 Brazilian occupational therapists was applied. A sociolinguistic approach was adopted since it broadens our understanding of the
social and cultural determinants of terminology consolidation. Brazilian occupational therapists were found to
adopt the term activity more often than human action or doing. Even less often were praxis and occupation applied.
No consensus was reached regarding which of the terms is most preferred.
While Brazilian occupational therapists have been developing their profession from international standards, it is
still embedded in local demands and policies. Additionally, the political context must be considered when building
an international dialogue between members of a professional body. Such a dialogue could engage professionals
from different countries in meaningful exchanges about their practices. These exchanges may lead to the development of solid professional communities that can contribute meaningfully to social change. Copyright 2010 John
Wiley & Sons, Ltd.
Received 25 October 2009; Revised 22 January 2010; Accepted 1 February 2010
Keywords
occupational therapy terminology; professional communication
*Correspondence
Lilian Magalhaes, Occupational Therapy, University of Western Ontario, London, Ontario, Canada.
Email: lmagalha@uwo.ca
Published online 18 June 2010 in Wiley Online Library (wileyonlinelibrary.com) DOI: 10.1002/oti.292
from a personal to social, political, and cultural contexts (Francisco, 1988; Castro et al., 2001; Galheigo,
2003; Barros et al., 2007).
Despite these developments, Brazilian OTs have
been apart from the major international debate on this
issue and have not pursued systematic comparative
studies on OT terminology either in Portuguese or in
other languages.
Among the studies focusing on these issues, there are
numerous discussions about the application of terminology or, more specifically, the lack of consistency
across language systems and the relationship between
language, culture and power. Some were conducted by
occupational scientists who focused on the conceptualization of OT terms such as discussed in the series
of Occupational Terminology Interactive Dialogue published by the Journal of Occupational Science (Townsend,
2000; Dunn and Hocking, 2001; Wilcock and Jakobsen,
2001; Lentin, 2004a, 2004b, 2005). This publication has
had annual contributions from various scholars and has
contributed to the analysis of terms such as act, action,
active, agency, doing, praxis and various definitions of
occupation.
Some articles focused on the need for consistent terminology in health policies (Christiansen et al., 1995),
research, electronic records and comparison of data
(Schwammle, 1996; Brewin, 2002) across different
language systems similar to the North American,
Australian, and European OTs who have worked on
developing a common set of consensual professional
terminology (Townsend, 1998; Youngstrom, 2002;
Steward, 2004; Craik, 2005; Creek, 2006; Paley et al.,
2006; Sinclair, 2006). This development was also
evident with the European Network of Occupational
Therapy in Higher Education (ENOTHE, 2003) in its
Protocol for the Translation of the Consensus Definitions in Occupational Therapy Project.
Another common theme was the view that professional language may help health care providers maintain oppressive relationships over their clients.
Accordingly, some authors have argued that by developing a language that functions as a common ground
for clients, public policy developers and health care
professionals, a shift in the prevailing power relationships at both client and organizational levels could be
realized. According to Townsend (1998, p. 46): Deliberate use of language, then, is a method of enabling
those with little power to take action in changing mainstream thinking . . . In essence, professional language
Occup. Ther. Int. 17 (2010) 113124 2010 John Wiley & Sons, Ltd.
Method
A nominal group approach combined with a Delphi
technique was used to address an expert panel of
Brazilian OTs in a two-stage process (Fretheim et al.
2006). Ethics approval for this study was provided
by the Research Ethics Board at the University of
Western Ontario and the University of Sao Paulo.
As Figure 1 shows, the first assessment, which used
the nominal group approach, was conducted during a
workshop in So Paulo, Brazil (August 2007). The goal
of this meeting, which included 10 panellists, was to
elicit the specific issues and/or themes for the second
round of discussions (adapted Delphi round). The 10
panellists were invited on the basis of their leadership
among professionals in the state of Sao Paulo. The
nominal group activities were taped, transcribed in full
and then revised where necessary when compared to
the original recording. The transcribers were fully
informed about their ethical responsibilities and the
need for complete confidentiality concerning the
content of the recordings. The second assessment,
which used an adaptation of the Delphi technique, consisted of an online questionnaire survey that was
answered anonymously by 31 professionals from different Brazilian regions. These respondents were purposively selected and invited on the basis of their having
at least 5 years experience in clinical practice, some
familiarity with research activity and/or a background
in teaching, researching or writing about OT theoretical
foundations. The professionals who participated in the
nominal group were also invited to the Delphi round.
The Delphi round participants responded to 19
questions drawn from the nominal group narratives.
Each question had four possible responses ranging
from I totally agree to I have no opinion about that, plus
space for comments. With the participants consent, all
115
Findings
In total, 31 professionals participated in the study. In
Figure 2, we summarize the demographics, bearing
in mind the need to protect the anonymity of the
respondents.
This article focuses on the findings regarding the use
of terms such as activity, occupation and praxis, which
comprise the first seven statements the respondents had
to analyse. The other two parts of the Delphi round will
be described elsewhere.
The findings are presented in Figure 3, along with
the percentage of agreement or disagreement they
present. The participants views regarding professional
terminology may be summarized in two main themes
and related subthemes as follows:
(1) The conceptual debate over the use of professional
language.
(1.1) Intelligibility, difficulties and ambiguities in
the use of occupation
(1.2) Occupation and intentionality
(1.3) Occupation, praxis and activity
(1.4) Act, task, activity and occupation
(2) The diverse perspectives on the production of
knowledge in OT.
Figure 2 Percentage of respondents by gender, type and length of time of professional experience and place of work by Brazilian regions
Occup. Ther. Int. 17 (2010) 113124 2010 John Wiley & Sons, Ltd.
117
1.
2.
56.7
3.3
36.7
3.3
80
0
20
0
3.
4.
3.4
3.4
31
62.1
5.
28.6
3.6
42.9
25
6.
44.8
6.9
31
17.2
7.
75.9
6.9
13.8
3.4
Legend:
I fully agree
I partially agree
I fully disagree
As already mentioned, OTs in Brazil use the word activity more frequently than other terms. Sometimes they
use human action and doing and, less often, praxis and
occupation. Accordingly, when the participants were
asked if they preferred to use occupation instead of
activity, no consensus could be reached (44.8%). Some
therapists stated that they considered occupation to be
Occup. Ther. Int. 17 (2010) 113124 2010 John Wiley & Sons, Ltd.
119
hand, they challenged the idea of professional terminology being imposed from abroad, while, on the other,
they were concerned about the risks of linguistic elitism
on the part of professionals who could unwittingly
prevent clients from being fully engaged in the healing
process.
Discussion
Language is crucial for professional communication. As
Hagedorn (1995, p. 13) argues:
Words are important; they are the tools of scientific and academic communication. They also
carry the subtleties of thought and the overlays
of emotion, values or attitudes which the user,
intentionally or otherwise, conveys. Precision in
language is necessary, and it is essential for a
profession to have an agreed vocabulary, avoiding the use of jargon.
Reporting from the Anglo-Saxon experience, Hagedorn (1995, pp.1314) asserts that occupation and
activity are frequently used interchangeably within
the profession and argues that outsiders may understand terms in different ways, which may cause
misinterpretations.
The International Society for Occupational Science
(ISOS) in its website describes occupation broadly as
the various everyday activities people do as individuals,
in families and with communities to occupy time and
bring meaning and purpose to life. Occupations include
things people need to, want to and are expected to do
(ISOS, 2009). Nevertheless, as one participant warned,
it is important to avoid oversimplification of professional terms. Thus, theoretical frameworks should
sustain the various meanings of concepts. This was the
stance taken by Francisco (1988) when she sought to
identify and discuss different OT frameworks in Brazil,
explaining activity as it applied to each one. Consequently, she identified the positivist view of activity as
being a form of exercise, the psychoanalytical approach
wherein an activity is viewed as an expression of the self,
and the dialectic perspective according to which an
activity is conceived as praxis. In order to avoid oversimplification, we must recognize that some of these
concepts work as categories for major theories, as does
the concept of praxis. As Wilcock and Jakobsen (2001,
p. 28) observe:
Occup. Ther. Int. 17 (2010) 113124 2010 John Wiley & Sons, Ltd.
having a consensual view of key aspects of their professional language. In a way, the lack of consensus among
the Brazilian professionals interviewed reflects the
complexity of this subject. Rather than showing a division in concepts, the lack of consensus may reflect the
richness and complexity of language. Nevertheless, the
development of a democratic international dialogue
may be the path to strengthening the profession of OT
and to expanding the scope of its contribution to social
evolution across borders.
Study limitations
The findings of this study may be affected by some
limitations. First, the use of the online questionnaire,
which evolved from the nominal groups discussions,
may have restricted the debate to those aspects selected
by the first group of experts. Future research should
embrace a more participatory approach in order to
encompass a broader scope of themes to be addressed.
Second, by selecting a group of professionals with previous experience in research and/or teaching within the
Occupational Therapy Theoretical Foundations, the
results may not reflect the general views of therapists
who are not familiar with this particular debate. This
fact would suggest caution in the generalization of
these findings to other Brazilian OTs. Furthermore,
considering the diversity of the Brazilian population,
future analyses should consider the specificity of geographic, economic and cultural areas, including lay
language forms of appropriation of the technical
terminology.
Acknowledgements
The authors thank Joyce Alonso Canto for her assistance during the transcriptions of the data.
We are very grateful to our colleagues who participated in the Nominal Group and to those who
responded to the online survey for the Delphi round.
REFERENCES
Anonymous [Letters to the Editor] (2005). Meeting the
responsibility that comes with the privilege: Introducing
a taxonomic code for understanding occupation. Canadian Journal of Occupational Therapy 3: 189191.
Ballinger C (2004). Writing up rigour: Representing
and evaluating good scholarship in qualitative
research. British Journal of Occupational Therapy
67: 540546.
Barros DD, Galheigo SM, Lopes RE (2007). Terapia
Ocupacional Social: Concepes e Perspectivas. In:
Cavalcanti A, Galvo C (eds). Terapia Ocupacional
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Occup. Ther. Int. 17 (2010) 113124 2010 John Wiley & Sons, Ltd.