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P H I L O S O P H I C A L F O U N DA T I O N S I N
NUR SING W ITH THEORY
CONSTRUCTION AND DEVELOPMENT
O F C O N C E P T PA P E R
NURSING PHILOSOPHIES
PHYSICAL
Physical factors are related to the physical state of being,
including biological and mental patterns. Because the mind and
body are interrelated, each pattern influences the other (Ray,
2001, 2006).
SOCIAL-CULTURAL
Examples of social and cultural factors are ethnicity and family
structures; intimacy with friends and family; communication;
social interaction and support; understanding interrelationships,
involvement, and intimacy; and structures of cultural groups,
community, and society (Ray, 1981a, 1989, 2001, 2006).
LEGAL
Legal factors related to the meaning of caring include
responsibility and accountability; rules and principles to guide
behaviors, such as policies and procedures; informed consent;
rights to privacy; malpractice and liability issues; client, family,
and professional rights; and the practice of defensive medicine
and nursing (Ray, 1981a, 1989).
TECHNOLOGICAL
Technological factors include nonhuman resources, such as the
use of machinery to maintain the physiological well-being of the
patient, diagnostic tests, pharmaceutical agents, and the
knowledge and skill needed to utilize these resources (Ray, 1987,
1989). Also included with technology are computer-assisted
practice and documentation (M. Ray, personal communication,
June 16, 2004).
ECONOMIC
Factors related to the meaning of caring include money,
budget, insurance systems, limitations, and guidelines imposed
by managed care organizations, and, in general, allocation of
scarce human and material resources to maintain the economic
viability of the organization (Ray, 1981a, 1989). Caring as an
interpersonal resource should be considered, as well as goods,
money, and services (Turkel & Ray, 2000, 2001, 2003).
POLITICAL
Political factors and the power structure within healthcare
administration influence how nursing is viewed in healthcare and
include patterns of communication and decision making in the
organization; role and gender stratification among nurses,
physicians, and administrators; union activities, including
negotiation and confrontation; government and insurance
company influences; uses of power, prestige, and privilege; and,
in general, competition for scarce human and material resour
PATRICIA BENNER: CARING, CLINICAL
WISDOM, AND ETHICS IN NURSING
PRACTICE
Patricia Benner was born in Hampton Virginia,
August 1942.
Marilyn Ann Ray studied BSN and MSN in Maternal-Child
Nursing at the University of Colorado, School of Nursing in 1964.
she became an Associate Professor in the Department of
Physiological Nursing at the University of California, San
Francisco
Has taught and done research at UCSF since 1979
Published 9 books and numerous articles
Published ‘Novice to Expert Theory’ in 1982
Received Book of the Year from AJN in 1984,1990,1996, 2000
Is an internationally noted researcher and lecturer on health,
stress and coping, skill acquisition and ethics. Recently
elected an honorary fellow of the Royal College of Nursing.
Staff nurse in the areas of medical-surgical, emergency room,
coronary care, intensive care units and home care.
Currently, her research includes the study of nursing practice
in intensive care units and nursing ethics.
TERMS:
Attributes of a situation
The attributes are measurable properties of a situation that can
be explained without previous experience in the situation.
Competency
Competency is “an interpretively defined area of skilled
performance identified and described by its intent, functions,
and meanings”.
Domain
The domain is an area of practice having a number of
competencies with similar intents, functions, and meanings.
Exemplar
An exemplar is an example of a clinical situation that conveys
one or more intents, meanings, functions, or outcomes easily
translated to other clinical situations.
Experience
Experience is not a mere passage of time, but an active process
of refining and changing preconceived theories, notions, and
ideas when confronted with actual situations; it implies there is a
dialog between what is found in practice and what is expected.
Maxim
Maxim is a cryptic description of skilled performance that requires
a certain level of experience to recognize the implications of the
instructions.
Paradigm case
A paradigm case is a clinical experience that stands out and
alters the way the nurse will perceive and understand future
clinical situations. Paradigm cases create new clinical
understanding and open new clinical perspectives and
alternatives.
Salience
Salience describes a perceptual stance or embodied knowledge
whereby aspects of a situation stand out as more or less
important.
Ethical comportment
Ethical comportment is good conduct born out of an
individualized relationship with the patient. It involves
engagement in a particular situation and entails a sense of
membership in the relevant professional group. It is socially
embedded, lived, and embodied in practices, ways of being,
and responses to a clinical situation that promote the well being
of the patient. “Clinical and ethical judgments are inseparable
and must be guided by being with and understanding the
human concerns and possibilities in concrete situations”.
Hermeneutics
Hermeneutics means “interpretive.” The term derives from biblical
and judicial exegesis. As used in research, hermeneutics refers to
describing and studying “meaningful human phenomena in a
careful and detailed manner as free as possible from prior
theoretical assumptions, based instead on practical
understanding”.
PHILOSOPHICAL SOURCES
CARE
Care “forms not only the value base of nursing, but is a
fundamental precondition for our lives. Care is the positive
development of the person through the Good” (Martinsen, 1990,
p. 60). Care is a trinity: relational, practical, and moral
simultaneously (Alvsvåg, 2003; Martinsen, 2003b). Caring is
directed outward toward the situation of the other. In
professional contexts, caring requires education and training.
PROFESSIONAL JUDGMENT AND DISCERNMENT
These qualities are linked to the concrete. It is through the
exercise of professional judgment in practical, living contexts that
we learn clinical observation. It is “training not only to see, listen
and touch clinically, but to see, listen and touch clinically in a
good way” (Martinsen, 1993b, p. 147). The patient makes an
impression on us, we are moved bodily, and the impression is
sensuous.
MORAL PRACTICE IS FOUNDED ON CARE
“Moral practice is when empathy and reflection work
together in such a way that caring can be expressed in nursing”
(Martinsen, 1990, p. 60). Morality is present in concrete situations
and must be accounted for. Our actions need to be accounted
for; they are learned and justified through the objectivity of
empathy, which consists of empathy and reflection. This means in
concrete terms to discover how the other will best be helped,
and the basic conditions are recognition and empathy. Sincerity
and judgment enter into moral practice (Martinsen, 1990).
PERSON-ORIENTED PROFESSIONALISM
Person-oriented professionalism is “to demand professional
knowledge which affords the view of the patient as a suffering
person, and which protects his integrity. It challenges professional
competence and humanity in a benevolent reciprocation,
gathered in a communal basic experience of the protection and
care for life…
SOVEREIGN LIFE UTTERANCES
Sovereign life utterances are phenomena that accompany
the Creation itself. They exist as precultural phenomena in all
societies; they are present as potentials. They are beyond human
control and influence, and are therefore sovereign. Sovereign life
utterances are openness, mercy, trust, hope, and love. These are
phenomena that we are given in the same way that we are
given time, space, air, water, and food (Alvsvåg, 2003).
Sovereign life utterances are preconditions for care,
simultaneously as caring actions are necessary conditions for the
realization of sovereign life utterances in the concrete life.
THE UNTOUCHABLE ZONE
This term refers to a zone that we must not interfere with in
encounters with the other and encounters with nature. It refers to
boundaries for which we must have respect. The untouchable
zone creates a certain protective distance in the relation; it
ensures impartiality and demands argumentation, theory, and
professionalism. In caring, the untouchable zone is united with its
opposite, which is openness, in which closeness, vulnerability,
and motive have their correct place. Openness and the
untouchable zone constitute a unifying contradiction in caring
(Martinsen, 1990, 2006).
KATIE ERIKSSON: THEORY OF
CARITATIVE CARING
BACKGROUND
Born on November 18, 1943, in Jakobstad, Finland.
1965 graduate of the Helsinki Swedish School of Nursing and in
1967, completed her public health nursing specialty
education at the same institution.
Graduated in 1970 from the nursing teacher education
program at Helsinki Finnish School of Nursing.
Continued her academic studies at University of Helsinki,
where she received her MA degree in philosophy in 1974 and
her licentiate degree in 1976.
Defended her doctoral dissertation in pedagogy (The Patient
Care Process—An Approach to Curriculum Construction within
Nursing Education: The Development of a Model for the
Patient Care Process and an Approach for Curriculum
Development Based on the Process of Patient Care) in 1982.
In 1984, was appointed Docent of Caring Science (part time)
at University of Kuopio, the first docentship in caring science in
the Nordic countries.
Appointed Professor of Caring Science at Åbo Akademi
University in 1992.
Between 1993 and 1999, held a professorship in caring science
at University of Helsinki, Faculty of Medicine, where she has
been a docent since 2001.
Since 1996, she has also served as Director of Nursing at
Helsinki University Central Hospital, with responsibilities for
research and development of caring science in connection
with her professorship at Åbo Akademi University.
In the late 1960s and early 1970s, Eriksson worked in various
fields of nursing practice and continued her studies at the
same time.
Main area of work has been in teaching and research.
1970s, Eriksson has systematically deepened her thoughts
about caring, partly through development of an ideal model
for caring that formed the basis for the caritative caring
theory, and partly through the development of an
autonomous, humanistically oriented caring science.
Founded the Department of Caring Science at Åbo Akademi
University, which she has directed since 1987.
In 1972, after teaching for 2 years at the nursing education unit
at Helsinki Swedish School of Nursing, Eriksson was assigned to
start and develop an educational program to prepare nurse
educators at that institution.
This education program, in collaboration with University of
Helsinki, was the beginning of caring science didactics.
Toward the end of the 1980s, nursing science became a
university subject in Finland, and professorial chairs were
established at four Finnish universities and at Åbo Akademi
University, the Finland-Swedish university.
Established Department of Caring Science in 1987,
an autonomous department within the Faculty of Education
of Åbo Akademi University until 1992, when a Faculty of Social
and Caring Sciences was founded.
Developed an academic education for Masters and Doctoral
degrees in Caring Science.
Eriksson has been a very popular guest and keynote speaker,
not only in Finland, but in all the Nordic countries and at
various international congresses.
Caritative theory of caring came into clearer focus
internationally in 1997.
Has received many awards and honors for her professional
and academic accomplishments.
THEORETICAL SOURCES
Leading thoughts have been not only to develop the
substance of caring, but also to develop caring science as an
independent discipline.
Wanted to go back to the Greek classics by Plato, Socrates,
and Aristotle, from whom she found her inspiration for the
development of both the substance and the discipline of
caring science.
From her basic idea of caring science as a humanistic
science, she developed a meta-theory that she refers to as
“the theory of science for caring science”
Most important sources of inspiration besides Plato and
Aristotle were Swedish theologian Anders Nygren (1972) and
Hans-Georg Gadamer (1960/1994)
Nygren and later Tage Kurtén (1987) provided her with support
for her division of caring science into systematic and clinical
caring science.
Introduces Nygren’s concepts of motive research, context of
meaning, and basic motive, which give the discipline
structure.
The aim of motive research is to find the essential context, the
leading idea of caring.
The idea of motive research applied to caring science is to
show the characteristics of caring.
Basic motive in caring science and caring is caritas,
constitutes the leading idea and keeps the various elements
together.
In development of the basic motive, St. Augustine (1957) and
Søren Kierkegaard (1843/1943) became important sources.
Further development of the discipline, Eriksson’s thinking was
influenced by sources such as Thomas Kuhn (1971) and Karl
Popper (1997), and later by American philosopher Susan
Langer (1942) and Finnish philosophers Eino Kaila (1939) and
Georg von Wright (1986), all of whom support the human
science idea that science cannot exist without values.
Eriksson collaborated with Håkan Törnebohm (1978), holder of
the first Nordic professorial chair in the theory of science at the
University of Gothenburg, Sweden.
It is especially Törnebohm’s research in and development of
paradigms related to various scientific cultures that inspired
Eriksson.
Koort was Eriksson’s mentor and unmistakably the most
important source of inspiration in her scientific work.
In her formulation of the caritas-based caring ethic, which
Eriksson conceives as an ontological ethic, Emmanuel Lévinas’
(1988) idea that ethics precedes ontology has been a guiding
principle.
Ethics is always more important in relations with other human
beings.
The fundamental substance of ethics—caritas, love, and
charity—is supported further by Aristotle’s (1993), Nygren’s
(1972), Kierkegaard’s (1843/1943), and St. Augustine’s (1957)
ideas
In the formulation of caritative ethics, Eriksson has been
inspired by Kierkegaard’s ideas of the innermost spirit of a
human being as a synthesis of the eternal and temporal, and
that acting ethically is to will absolutely or to will the eternal
(Kierkegaard, 1843/1943).
In intensifying the basic conception of the human being as
body, soul, and spirit, Eriksson carries on an interesting
dialogue with several theologians such as Gustaf Wingren
(1960/1996), Antimagenio Barbosa da Silva (1993), and Tage
Kurtén (1987), while developing the subdiscipline she refers to
as caring theology.
Perhaps the most prominent feature of Eriksson’s thinking has
been her clear formulation of the ontological,
epistemological, and ethical basic assumptions with regard to
the discipline of caring science.
MAJOR CONCEPTS &
DEFINITIONS
Caritas
Means love and charity.
Eros and agapé are united, and caritas is by nature
unconditional love.
Fundamental motive of caring science, also constitutes the
motive for all caring.
Caring is an endeavor to mediate faith, hope, and love
through tending, playing, and learning.
Caring communion
Constitutes the context of the meaning of caring and is the
structure that determines caring reality.
Caring gets its distinctive character through caring
communion (Eriksson, 1990).
It is a form of intimate connection that characterizes caring.
Requires meeting in time and space, an absolute, lasting
presence (Eriksson, 1992c).
Characterized by intensity and vitality, and by warmth,
closeness, rest, respect, honesty, and tolerance.
Cannot be taken for granted but pre-supposes a conscious
effort to be with the other.
Seen as the source of strength and meaning in caring.
Implies creating opportunities for the other—to be able to step
out of the enclosure of his/her own identity, out of that which
belongs to one towards that which does not belong to one
and is nevertheless one’s own—it is one of the deepest forms
of communion.
Joining in a communion means creating possibilities for the
other.
Lévinas suggests that considering someone as one’s own son
implies a relationship “beyond the possible”. In this
relationship, the individual perceives the other person’s
possibilities as if they were his or her own. This requires the
ability to move toward that which is no longer one’s own but
which belongs to oneself. It is one of the deepest forms of
communion.
Is what unites and ties together and gives caring its
significance.
The act of caring
Refers to the act that occurs when the carer welcomes the
patient to the caring communion.
Concept of invitation finds room for a place where the human
being is allowed to rest, a place that breathes genuine
hospitality, and where the patient’s appeal for charity meets
with a response.
Suffering