The emergence of the EU Fifth Freedom concept

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The ‘fifth freedom ‘ is rather an affectional term and has been used historically, internationally, to depict many of import social constructs such as freedom from racial favoritism in the US labor market ( Chen, 2009 ) , the freedom for a state ‘s air hose to come in and set down in another state ( Vallero, 2004 ) , and even the proviso of the authorization to a individual to extinguish another individual without legal or governmental effect ( Major, 2005 ) . Within the EU there exists the construct of the “ four freedoms ” which refers to the freedom of motion of people, goods, services and money, and since 2007 a new fifth freedom has been announced, viz. the freedom of motion of cognition.

The intent of this assignment is to follow the outgrowth of this fifth freedom construct through policy narrations, to place what the construct seeks to carry through and for whom, and to analyze the implicit in political and philosophical treatments associated with it.

The assignment begins with a brief chronologically structured history of the outgrowth of this construct, followed by a thematically organized treatment of higher instruction constructs that have a bearing on the cardinal dogmas of the fifth freedom. The overall end of the assignment is to place a set of inquiries which could organize the footing of future, more in-depth research in this country.

The papers concludes by placing a figure of countries for future research, based on the presented treatments.


Since the fifth freedom is still an emerging construct, with a batch of associated rhetoric, I have decided to follow a method of policy analysis which Dunn defines as a procedure of “ enquiry designed to make, critically assess and communicate information that is utile in understanding and bettering policies ” ( Dunn, 2004 p.2 ) . It should be noted that there is a distinguishable difference between analysis of policy and analysis for policy, with one being used to understand an existing policy and the other being used to organize a policy. Codd ( 1988 ) differentiates between the two types of policy analysis, as outlined in the tabular array below:

Analysis Type

Forms of analysis

Purpose of Analysis

Analysis for policy

( a ) policy protagonism

To do specific policy recommendations

( B ) information for policy

For the research worker to supply policy shapers with informations to be used for policy preparation

Analysis of policy

( a ) analysis of policy finding

To analyze the inputs and processes runing on the building of policy, and to find the effects of policy on specified groups

( B ) analysis of policy content

To analyze the values, premises and political orientations underpinning the policy procedure

Table: Adapted from Codd ( 1988 )

Codd ( 1988 ) notes that policy paperss contain text with assorted divergent significances each of which can bring forth different effects on readers, and that “ an of import undertaking for policy analysis is to analyze those effects and expose the ideological procedures which lie behind the production of the text ” ( Codd, 1988 p.235 ) . In the instance of this assignment I am set abouting an analysis of policy combined with a literature reappraisal, in order to derive an apprehension of the underlying, historical, grounds behind the formation of the EU policies related to the Fifth Freedom construct, and to supply a critical position point on the current thought in this infinite. This would fall into the “ analysis of policy content ” class specified in the tabular array supra. As stated in the debut it is my purpose that this assignment might organize the footing of a larger piece of research that would look into the execution of the documented policy in a particular ( e.g. national, Irish ) context.

Codd suggests that policy paperss can be deconstructed into a figure of constitutional parts in order to divide the procedure of “ production of the text every bit good as on the organisation of the discourses which constitute if and the lingual schemes by which it masks the contradictions and incoherences of the political orientation that is inscribed in it ” ( Codd, 1988 p.245 ) . This assignment merely takes this analysis procedure to a certain point, i.e. it attempts to place the assorted discourses ( and related literature ) in the key policy paperss related to the Fifth Freedom construct. As Taylor points out, “ small attending has been given to research methodological analysis in the educational policy literature and aˆ¦ the field of policy analysis has been dominated by commentary and review instead than empirical research ” ( Taylor, 1997 p.23 ) and that “ policy texts need to be analysed within their context and besides in relation to their impact on policy spheres in the broadest sense ” ( Taylor, 1997 p.33 ) . Should this be carried frontward as a research subject ( for illustration for a full thesis ) so a more strict signifier of analysis, such as Critical Discourse Analysis, would hold to be employed.

In footings of the existent methodological analysis employed to make this assignment the procedure I followed was as follows:

Determination of the appropriate policy paperss to be sourced and analysed – to make this I sourced the cardinal Commission communicating papers in which the term “ 5th freedom ” was foremost expressed. From there I sourced EU degree certification which referred to this initial paper in order to bring forth a chronologically structured overview of the discourse related to this subject.

Designation of the cardinal aspects of the policy – with the general set of related policy paperss secured, I so read through each one in an effort to pull out the cardinal constructs from each, which in bend led me to farther policy paperss and communications from the EU, each of which elaborated on assorted facets of the nucleus papers.

Designation of the cardinal literature associated with the constructs in the EU paperss – with the cardinal constructs related to the Fifth Freedom identified, I so carried out a literature reappraisal focused on each country in order to show the theoretical and critical underpinning of each construct.

Production of thematic construction – the concluding measure was to thematically construction this assignment papers so that the reader can reexamine the EU discourse and related literature for each of the chief characteristics of the Fifth Freedom construct.

The Emergence of the EU Fifth Freedom Concept

In April 2007, EU Science and Research Commissioner Janez PotoA?nik launched a Green Paper ( Commission of the European Communities, 2007b ) which, harmonizing to his launch address ( PotoA?nik, 2007 ) outlines the stairss needed to gain a fifth freedom within the EU, which in bend would farther beef up the European Research Area ( ERA ) and back up the European Knowledge Society “ where research, instruction, preparation and invention are to the full mobilised to carry through the economic, societal and environmental aspirations of the EU and the outlooks of its citizens ” ( Commission of the European Communities, 2007b p.2 ) . Canibano et Al. ( 2008 ) support this impression by saying that

“ It may be argued that the free circulation rule on which the European fusion procedure has relied and which has increasingly been extended from goods to services and so to capital and labor is now being applied to a really specific subgroup of the labour force ( research workers ) , in order to construct ‘a research and invention equivalent of the common market for goods and services ‘ ” ( Canibano et al. , 2008 p.17 ) .

The Green Paper was to started a audience procedure concentrating on bettering the ERA, and indicates that while the ERA has “ go a cardinal mention for research policy in Europeaˆ¦ there is still much further to travel to construct [ it ] aˆ¦ ” ( Commission of the European Communities, 2007b p.2 ) . The green paper specifies six cardinal characteristics needed in order to run into the demands of the scientific community, concern and citizens:

An equal flow of competent research workers

World-class research substructures

Excellent research establishments

Effective knowledge-sharing

Well-coordinated research programmes and precedences

A broad gap of the European Research Area to the universe

“ ( Commission of the European Communities, 2007b p.1-2 )

Importantly, PotoA?nik indicated in a subsequent address that he “ does non wish to set up a new enterprise for every inquiry posed by the [ green ] paper, but merely to make the right environment for the ERA to boom ” ( Cordis News, 2007 p.1 ) .

The impression of the fifth freedom was revisited in November 2007 in a communicating from the European Commission, based on its reappraisal of the individual European market, where it is stated that in order to reenforce the Lisbon Strategy and to back up constructs such as the EU Knowledge Triangle, that “ Further attempts are needed to advance free motion of cognition and invention as a ‘fifth freedom ‘ in the individual market ” ( Commission of the European Communities, 2007a ) . Note the Knowledge Triangle refers to the integrating of research, instruction and invention, peculiarly in footings of private and societal returns ( Soriano and Mulatero, 2009 ) .

The Commission so launched a public audience to garner feedback from the EU Member States and Associated Countries, the European Parliament, the European Economic and Social Committee and the Committee of the Regions. In entire the audience received 685 questionnaire ( online ) responses, and 145 free format parts by the terminal of 2007 ( Commission of the European Communities, 2008g ) , and resulted in the specification of five new ERA initiatives to be launched in 2008:

A European research workers ‘ passport for mobility and calling development

The direction of IPR in public research administrations

Move towards more joint scheduling and programmes

A legal model for pan-European research substructures

A policy model for international scientific discipline and engineering cooperation

Interestingly, while the bulk of respondents expressed the demand for Europe to “ talk with one voice ” when it comes to many-sided enterprises, responses from states such as Ireland, UK and the Netherlands raised uncertainties that this is ever the right attack – motivating the reasoning study to “ clearly highlight the demand to set up more coherency between the policy aims of the EU and those of regional and international administrations ” ( Commission of the European Communities, 2008g p. 83 ) . This would look to bespeak that farther survey in this country is needed in order to analyze different states understanding, reaction to and execution of the five ERA enterprises.

In April 2008, the Curates for Competitiveness ( Research ) participated in an informal meeting which culminated in the formation of the ‘Ljubljana Process ‘ in which it is stated that:

“ Administration of ERA should include the undermentioned rules:

it is portion of the Lisbon Partnership for Growth and Jobs, and is closely linked to instruction, invention and other relevant policies ;

it associates all stakeholders including regional governments, universities and research administrations, civil society and concern which should be to the full associated with ERA administration ;

it is aimed at gaining the shared vision of ERA, for which purpose monitoring indexs and rating standards should be definedaˆ¦ . ;

it is based on a long-run partnership between the Member States and the Commission affecting relevant Community, national and joint ERA enterprises. aˆ¦ ;

it does non add complexness but on the contrary, improves the coherency and the effectivity of ERA development ” ( Slovenian Presidency of the Eu, 2008 p.2 ) .

In May 2008, this administration theoretical account for the ERA was coupled with the recommended actions for the fifth freedom and more officially documented by the European Council ( Council of the European Union, 2008a ) when it stated that

“ In order to go a truly modern and competitory economic system aˆ¦ Member States and the EU must take barriers to the free motion of cognition by making a “ 5th freedom ” based on:

heightening the cross-border mobility of research workers, every bit good as pupils, scientists, and university instruction staff,

doing the labor market for European research workers more unfastened and competitory, supplying better calling constructions, transparence and family-friendliness,

farther implementing higher instruction reforms, easing and advancing the optimum usage of rational belongings created in public research administrations so as to increase cognition transportation to industry,

promoting unfastened entree to knowledge and unfastened invention,

furthering scientific excellence,

establishing a new coevals of world-class research installations,

advancing the common acknowledgment of makings.

“ ( Council of the European Union, 2008a p.6-7 ) .

Note that these are basically the five ERA enterprises mentioned antecedently in this subdivision, albeit distributed across a greater figure of points.

While the fifth freedom construct has been rather good received throughout Europe ( Roshmann, 2009 ; Olds and Robertson, 2008 ) , it is of import to observe that critics such as Meng-Hsuan Chou postulate that “ the heightened political involvement should non contradict the impression that ERA and its dogma of ‘free motion of cognition ‘ is advanced ” ( Chou, 2010 p.3 ) and that, for illustration, constructs such as a pan-European programme for scientific discipline, research and instruction cooperation have existed as far back as 1973, when the thought was foremost mooted by the so Research Commissioner Ralf Dahrendorf ( Chou, 2010 ) . Gusmao ( 2001 ) states that there are four aspects of European research policy which need to be considered as an incorporate entity: “ ( 1 ) the policy pursued by the EU ; ( 2 ) policies carried out by big administrations for scientific cooperation ; ( 3 ) the directives that guide incentive plans for multi-lateral cooperationaˆ¦ ( 4 ) the national research policies of member provinces ” ( Gusmao, 2001 p.384 ) , and that frequently EU policy does non seek to guarantee coaction in research, but instead “ the research activities undertaken within the EUaˆ¦ constitute platforms for organizing European attempt in the field in inquiry ” ( Gusmao, 2001 p.386 ) .

While this subdivision of the assignment provides a descriptive history of the formation of the fifth freedom construct, it would look that the construct is non advanced, and seems to be chiefly a rebranding of bing EU broad constructs and programmes. The undermentioned subdivisions take each of the nucleus rules / enterprises specified under the fifth freedom streamer, identifies the actions the CEC has specified for each and efforts to follow their formation through historical discourse in order to foreground the philosophical underpinning for each.

A European research workers ‘ passport for mobility and calling development

To back up the ERA enterprise concerned with A European research workers ‘ passport for mobility and calling development the Commission of the European Communities ( CEC ) produced a communicating papers entitled ‘Better callings and more mobility: a European partnership for research workers ‘ ( Commission of the European Communities, 2008e ) , which calls upon the member provinces, council and committee to do a committedness to the proposed actions and to follow national action programs by early 2009 which will stipulate the agencies to run into the purposes of the partnership. The communicating papers specifies four cardinal countries to be addressed by the national action programs.

The first trades with ‘open enlisting and portability of grants ‘ and seeks to turn to countries where the Bologna Process and European Qualifications Framework have non hold the impact foreseen at their instantiation. Particularly the papers indicates that ‘institutions still lack understanding of the processs and criterions for recognizing academic and professional makings from other states or sectors ‘ ( Commission of the European Communities, 2008e p.7 ) and that while most private and some public sector research employers openly advertise vacancies, ‘the bulk of vacancies are merely advertised internally or at best at national degree ‘ ( Commission of the European Communities, 2008e p.7 ) . Additionally the papers highlights the fact that EU undertaking grants are chiefly given to an establishment instead than an single research worker and that the grants can non be moved to another establishment if the research worker decides to, or demands to, travel for the benefit of the research being carried out. The papers proposes a set of precedence action points to turn to the issues above.

The 2nd country to be addressed is related to societal security and auxiliary pensions for nomadic research workers. As Morani-Foadi notes “ there are a figure of barriers to mobility such as revenue enhancement, pension, and acknowledgment of makings still exist and are hindrances ” ( Morano-Foadi, 2005 p.155 ) .

The Commission communicating papers high spots a general deficiency of consciousness, of research workers and their employers, of societal security rights at an EU degree and indicates that improved entree to bing information should be provided in concurrence with the EU Job Mobility Action Plan ( Commission of the European Communities, 2007c ) , which ‘foresees betterment to bing statute law and execution patterns refering societal security, taking into history newer signifiers of mobility ‘ ( Commission of the European Communities, 2008e p.8 ) . The papers proposes a figure of precedence actions to be implemented in member provinces which seek to supply entree to more targeted societal security information, to hold bilateral and many-sided understandings for the benefit of research workers, to include regulations to ease researcher mobility and societal security between member provinces and 3rd states, and to promote pan-European pension strategies for research workers ( Commission of the European Communities, 2008e p.9 ) .

The 3rd precedence action trades with bettering the attraction of employment and working conditions, and trades with issues such as the fact that ‘there is a two-tier work force with short-run contracts for immature research workers contrasting with small occupation to occupation mobility by senior research workers on lasting contracts ‘ ( Commission of the European Communities, 2008e p.9 ) and that supplying a balance between professional and household life is critical. This essentially trades with the impression that senior research workers have small incentive to alter calling waies since their patterned advance is presently based on senior status instead than public presentation. The precedence action besides remarks on the gender balance in the highest places of research callings, given the fact that there is non adequate rapprochement between personal and private life – peculiarly for female research workers. Finally the action discuses the broad fluctuations of salary degrees across the ERA for similar research places. A set of precedence actions are specified for each of the subjects above.

In footings of striking the balance between professional and household life, Ackers ( 2004 ) discusses this state of affairs in footings of one spouse in a household unit taking the precedence function in footings of professional activity, and that the associated spouse ( by and large the wife/mother ) takes a secondary function as the ‘trailing partner ‘ . Of class it is non ever the state of affairs that the male spouse takes this precedence function, but Ackers ‘ literature reappraisal high spots that this seems to be the general instance. Ackers ‘ postulates that non adequate attending is paid to “ the impact of mobility on the quality and nature of adult females ‘s employment and to their patterned advance within preferable calling tracts. In the context of scientific discipline callings specifically it [ current research and policy ] fails to throw visible radiation on the impact of mobility as a factor determining their patterned advance ” ( Ackers, 2004 p.190 ) . Similarly Nerdrum and Sarpebakken ( 2006 ) , when analyzing mobility forms of immigrant research workers to Norway, noted that one tierce of respondents chose the state to work in due to personal/relationship grounds. This is reflected in the Commission communicating papers where it is stated that “ accommodating professional and private life is non ever given adequate precedence by the bulk of research establishments in the EU and adult females ‘s callings in peculiar can endure as a consequence ” ( Commission of the European Communities, 2008e p.9 ) and that there is a important instability between male and female research workers being in higher places in research administrations. The communicating papers seeks to turn to this by suggesting that Member States and PROs must accomplish equal gender representation in choice and support organic structures, and to guarantee equal life-work balance for male and female research workers.

The 4th action point trades with European research worker preparation and accomplishments development, and discuses issues such as the impression that ‘most research workers in Europe are still trained in a traditional academic [ instead than a concern ] puting ‘ ( Commission of the European Communities, 2008e p.10 ) . The precedence actions specified indicate that member provinces must develop and back up ‘national accomplishments agendas ‘ to guarantee that research workers have the full skill-set needed to lend to the knowledge-based economic system, and that member provinces strengthen academic-industrial links by back uping researcher arrangement in industry for preparation intents, and to advance industry funding of PhDs and engagement in course of study development ( Commission of the European Communities, 2008e ) . While this is a commendable end, critics such as Canibano et Al. ( 2008 ) note that there is a general premise that mobility enhances research public presentation, but that the linkages between the two have seldom been assessed, and that “ every bit is the instance with coaction, the relationship between mobility and research public presentation is more a perceptual experience than an through empirical observation studied fact ” ( Canibano et al. , 2008 p.22 ) . They further conclude that to analyze the direct relationship between mobility and research public presentation is rather hard since both mobility and altering research results can happen many times within a research calling and so it is non possible to clearly tie in specific moves with specific results. Previous surveies of this relationship have analysed CV informations and publication forms in an effort to stipulate the relationship. Findingss in this country give rise to the impression that there is a important relationship between a research worker ‘s mobility and his or her engagement in internationally funded collaborative undertakings ( Canibano et al. , 2008 ) . Gusmao speculates that these collaborative undertakings result in a “ important figure of participants who say they will go on to collaborate with some spouses after completion of the [ research ] undertaking ” and that these collaborative webs will give birth to a new “ coevals of ‘European-minded ” scientists, whose function will be progressively of import in maneuvering European scientific and technological activities in the close hereafter ” ( Gusmao, 2001 p.392 ) .

Morano-Foadi ( 2005 ) provides an alternate lens by which mobility can be examined, by situating that for many research workers mobility is more a necessity than a pick, since research calling patterned advance frequently demands mobility, and on a digressive issue that the longer a research worker is off from their place state, the harder it is to return. This is a impression supported by Gill who speculates that “ after a period abroad nomadic research workers can potentially go ‘locked out ‘ of their place state or ‘locked into ‘ the host state ” ( Gill, 2005 p.319 ) , ensuing in a possible ‘brain-drain ‘ for the research worker ‘s state of beginning, intending “ a net loss of cognition from a state or part ” ( Gill, 2005 p.320 ) . Morano-Foadi ( 2005 ) province that since the academic system in many EU states ( e.g. Italy and Portugal ) is to a great extent based on keeping webs and personal connexions, nomadic research workers who are off for a important period of clip frequently find themselves out of the cringle when they try to return place, and that in certain instances the nomadic research worker who is sent abroad has a better opportunity of re-integrating than the research worker who personally chooses to go nomadic. Nerdrum and Sarpebakken ( 2006 ) support this impression when they say that in certain instances a return to the place state is more or less automatic ( e.g. Norway ) while in others research workers are required to procure grants and return scholarships ( e.g. Spain ) . Stein ( 2002 ) notes that coherence is another characteristic of S & A ; T co-operation policy in Europe and that “ some mobility strategies provide support for research workers from less advantaged ( largely peripheral ) parts of Europe upon their return to their place state ” ( Stein, 2002 p.468 ) . While Nerdrum and Sarpebakken province that this circulation of skilled workers can take to a win-win state of affairs in footings of the person research worker deriving experience both from join forcesing with equals in another state and in footings of the visit itself, they besides point out that depending on whether the Mobile research worker has been encouraged or pushed to transport out research abroad can make an instability in the ‘knowledge amount ‘ i.e. “ the research workers [ may ] profit more from larning from the research group than the contrary ” ( Nerdrum and Sarpebakken, 2006 p.226 ) .The Commission communicating papers attempts to turn to this in footings of proposing that research workers should hold the possibility to stay capable to their place state societal security government and have the capableness to export benefits received abroad when they return to their state of beginning ( Commission of the European Communities, 2008e ) . Similarly earlier Commission grant programmes were tailored to let research workers to work abroad for a period of clip, in order to convey cognition place ( Morano-Foadi, 2005 ) . The deficiency of employment chances for research workers in certain EU states is a farther drift for mobility, with research workers following the research support ( Morano-Foadi, 2005 ) .

The direction of IPR in public research administrations

In April 2008, to back up the ERA enterprise of the direction of IPR in public research organisations the CEC produced a ‘Recommendation on the direction of rational belongings in cognition transportation activities and Code of Practice for universities and other public research administrations ‘ ( Commission of the European Communities, 2008a ) , which was later adopted by the Competitiveness Council in May of the same twelvemonth ( Council of the European Union, 2008b ) . The recommendation provides a set of rules to be adopted by public research administrations in member provinces harmonizing to three thematic countries, and specifies that all member provinces must inform the Commission biannually ( from July 2010 onwards ) of steps they have taken to back up it.

The first thematic country – ‘Principles for an internal rational belongings policy ‘ inside informations how Public Research Organisations ( PROs ) should develop an internally and externally publicized IP policy which includes clear regulations for staff and pupils. It besides specifies how IP generated in PROs should be identified and exploited, and how staff should be hold inducements provided to them to promote their active engagement in the IP policy execution, and how generated IP should be publicised and disseminated ( Commission of the European Communities, 2008a ) . Interestingly Polt et Al. commented in 2001 that mobility of research workers between academe and industry “ is one of the most of import channels for circulating new cognition generated in public scientific discipline ” and that “ mobility of experient research workers allows for the transportation of silent cognition, builds up common trust, and establishes personal webs ” ( Polt et al. , 2001 p.254 ) .

The 2nd thematic country – ‘Principles for a cognition transportation policy ‘ inside informations how PROs should hold dedicated cognition transportation services to back up the research staff, how they should make a policy to promote the creative activity of cognition licences or by-products and implement policies for sharing of any research returns that may be gained through cognition transportation activities. Polt et Al. ( 2001 ) note that there is a “ widespread perceptual experience of a spread between high public presentation in scientific discipline and a deteriorating industrial fight, labelled as the ‘European paradox ‘ ” ( Polt et al. , 2001 p.247 ) . Dosi et Al. ( 2006 ) stipulate that this paradox refers to “ the speculation that EU states play a taking planetary function in footings of top-level scientific end product, but slowdown behind in the ability of change overing this strength into wealth-generating inventions ” ( Dosi et al. , 2006 p.203 ) , nevertheless they point out that this paradox is created in portion by the procedure of describing to and by the European Commission itself, instead than the existent reported informations. Polt et Al. note that in order to further deep industry-science dealingss that a “ lucifer of cognition supply and demand provides a necessary status ” ( Polt et al. , 2001 p.250 ) . They besides present the, perchance misanthropic, position that the chief ground for PROs to take part in collaborative research with industry is to derive support, whereas companies are seeking cognition to bolster their competitory advantage. Polt et Al. ( 2001 ) supply a figure of issues to be addressed by national theoretical accounts for coaction: foremost that coaction inducements need to be embedded in long-run oriented S & A ; T policies ; secondly that policies for coaction demand to see missions of public scientific discipline in the economic system and society ; and thirdly that supports are needed for research worker mobility, for cognition transportation activities, and for research commercialization through start-ups. Many of these issues are reflected in the Commission policy paperss related to the fifth freedom.

The concluding thematic country – ‘Principles sing collaborative and contract research ‘ paperss issues related to shared research attempts and entree to the generated foreground IP from such research. It should be noted though that the text in this portion of the CEC papers contains nil new, and can be traced back through, for illustration, Framework Programme standard pool understandings over the past five to ten old ages at least. An illustration of this can be seen in paperss such as the European Information & A ; Communications Technology Industry Association FP7 Consortium Agreement Document Template ( Eicta, 2007 ) .

A move towards more joint scheduling and programmes

To back up the ERA enterprise of a ‘move towards more joint scheduling and programmes ‘ the CEC issued another communicating papers ( Commission of the European Communities, 2008d ) which opens with a description of how transverse boundary line research on an EU degree is non runing in a co-ordinated mode, for illustration “ National research programmes may unnecessarily double each other from a pan-European position and miss the needed programme deepness and range ” ( Commission of the European Communities, 2008d p.5 ) . The communicating papers suggests that these joint scheduling attempts – for illustration strategic coaction across bing national research programmes or jointly be aftering and developing the most appropriate instruments – demand to concentrate on major societal and economic issues, and ends with a petition for ‘Strategic Research Areas ‘ to be identified by the terminal of 2009. This communicating papers is rather closely tied with the countries, discussed above, of research worker mobility ( for illustration it discusses cross-border research support ) and direction of rational belongings. Polt et Al. note that a competition-based attack of allotment of funding “ has proved to be effectual as it stimulates the engagement of a big figure of addressees, but restricts support to assuring ‘best pattern ‘ instances ” ( Polt et al. , 2001 p.253 ) .

A legal model for pan-European research substructures

To back up the ERA enterprise of ‘a legal model for pan-European research substructures ‘ the CEC issued a ‘Proposal for a Council Regulation on the Community legal model for a European Research Infrastructure ( ERI ) ‘ ( Commission of the European Communities, 2008h ) . The intent of this ordinance is to back up the joint constitution and operation of research installations between legion Member States and states associated with the Community R & A ; D Framework Programme, which is intended to take to the proviso of “ growing, occupations and the footing for a dynamic and knowledge-based European economic system ” ( Commission of the European Communities, 2008h p.3 ) . This impression has been commented on by the Commission for many old ages, for illustration PotoA?nik ( 2006 ) stated that “ we need a bolder attack for increasing the efficiency and impacts of the EU research system. We need to travel farther than merely organizing and associating up the bing research substructures: we need a more dynamic method which would redesign the really architecture of the public research system in Europe ” ( PotoA?nik, 2006 p.xv-xvi ) . The ordinance papers states that research substructures are indispensable for the Knowledge Society because of their ability to piece a critical mass of people and investing. However the papers acknowledges that these research substructures are going progressively complex and more expensive, chiefly due to the progresss in research and engineering development, and so calls for action to forestall atomization and increase cooperation. The ordinance papers underwent a figure of impact appraisal and audience loops ( Commission of the European Communities, 2008b ; Commission of the European Communities, 2008c ) before being completed and approved ( Commission of the European Communities, 2008h p.5-6 ) . Note: “ Since 2003, every legislative proposal by the European Commission must be accompanied by an in-depth impact appraisal reportaˆ¦ . One incorporate impact appraisal helps policy-makers to measure tradeoffs and compare different scenarios when determining a peculiar proposal ” ( Muldur et al. , 2006 ) .

The ordinance papers provides a figure of cardinal recommendations, which can be summarised as follows:

The European Research Infrastructure ( ERI ) shall be a full legal entity, recognised in all Member States ;

The ERI is based on rank ( applicable to Member States, 3rd states and intergovernmental administrations – of which it must include at least three Member States ) ;

The sum of information to be presented to the Commission, to measure advancement, will be kept to the minimal degree necessary to analyze conformity with the model ordinance ;

The ERI must stand for added value in scientific and technological Fieldss, and must transport out European research activities ;

ERI research activity consequences must be optimised and adequately disseminated [ Adapted from ( Commission of the European Communities, 2008h p.6-10 ) ] .

Interestingly, Morano-Foadi ( 2005 ) has noted that many research workers are forced to go nomadic due to a deficiency of research support at place, or due to deficient research substructures. It could be possible so that developing the ERI constructs outlined above might so promote more research workers to remain at place since sufficient support will be available. This might nevertheless make a job since, while the EU places great importance on research substructures and webs, critics such as Hoekman et Al. ( 2009 ) indicate that there is important grounds to propose that regional/national degree elitist collaborative webs exist which are operated in penchant to international coaction, and that while research substructures will travel some manner towards interrupting down geographic boundaries it is still imperative to guarantee that research workers have the ability to go nomadic in order to bring forth new cognition collaboratively ( Hoekman et al. , 2009 ) .

A policy model for international scientific discipline and engineering cooperation

While the action points described in the subdivisions above all are focused on intensifying the ERA through greater integrating and cross-border coordination of research, in order to to the full gain the fifth freedom concept the CEC suggests that the ERA must besides be widened through enhanced cooperation with international spouses. To back up the ERA enterprise of ‘A policy model for international scientific discipline and engineering cooperation ‘ the CEC has issued another communicating papers ( Commission of the European Communities, 2008f ) which deals with turn toing planetary challenges ( for illustration “ clime alteration, poorness, aˆ¦ security of the citizen, aˆ¦ the digital divide ” ( Commission of the European Communities, 2008f p.2 ) , and focal points on two cardinal countries:

Strengthening the international dimension of the ERA – focuses chiefly on supplying mechanisms and policy duologues to let more states to go associates to the Seventh Framework Programme, through coordination of Science and Technology ( S & A ; T ) research programmes on a planetary degree ( Commission of the European Communities, 2008f ) .

Bettering the model conditions for international S & A ; T cooperation – addresses the demand to widen the range of the proposed European Research Infrastructures beyond the current defined boundary lines, to make Global Research Infrastructures, and by widening researcher mobility onto a planetary degree ( for illustration “ research workers who come to Europe from emerging economic systems or developing states must be enabled to lend to their ain states ‘ development ” ( Commission of the European Communities, 2008f ) ) .

The communicating papers specifies a figure of actions to be taken by Member States in order to gain the ends of the countries outlined above. Stein ( 2002 ) argues that there “ are few chances for many-sided S & A ; T co-operation with non-European states apart from the largest-scale ‘megascience ‘ projectsaˆ¦ by far the most common manner of co-operation is through bilateral exchanges, collaborative undertakings and programmes, and engineering transportation and preparation exercisings ” ( Stein, 2002 p.470 ) . Stein besides posits that the clearly European manner of research is “ non needfully applicable or natural to people in other parts of the universe ” and while “ European attacks to co-operation may supply practical, tested and tried theoretical accounts that can lend to the design of future global-scale policies and programmes ” ( Stein, 2002 p.474 ) the EC ‘s piecemeal attack to policy development may be rendered unequal due to the increasing extent of planetary research interaction ( Stein, 2002 ) . Stein concludes that “ apart from Hagiographas of scientific discipline fiction, there is no extra-terrestrial competition to move as a stimulation to planetary integrating ” ( Stein, 2002 p.475 ) .


The intent of this assignment was to analyze the EU policy discourse related to the impression of the Fifth Freedom, and to analyze the cardinal constructs contained in this with mention to current higher instruction literature.

Although this assignment merely scratches the surface of this new EU construct, it does supply an penetration into the cardinal arguments and unfavorable judgments that would necessitate to be taken into history in order to prosecute a more strict research programme in this infinite.

While the Fifth Freedom concept so seems to be deriving a certain degree of grip throughout the EU, farther research would be required to understand the full deductions and execution of this policy enterprise, and the followers is a set of possible research inquiries that could be pursued in farther surveies of this subject:

How have states reacted to the recommendations of the legion policy paperss related to the Fifth Freedom – there would be possible here to transport out a deep analysis of the reactions of different states to the set of policy paperss outlined in this assignment – for illustration:

How has Ireland understood and responded to the set of precedence action points specified by the Commission, what policy changed have been produced as a consequence of this petition from the EU, how will this impact on Irish research workers?

Each of the precedence action points stems from old policy enterprises related to the ERA – what are these enterprises, what has been implemented on a national degree, how does Ireland ‘s response comparison to other states?

The certification from EU places a batch of focal point on work-life balance, and in peculiar on the life of the female research worker – an in-depth survey could be carried out in relation to female research mobility specifically, once more in a national context or possibly on a comparative EU degree.

There is an deduction in the EU certification that the Fifth Freedom is all about mobility of cognition, nevertheless the discourse to day of the month focal points to a great extent on the fact that for cognition to be nomadic so must the people incorporating that cognition. What are the relationships between cognition production, cognition mobility and research worker mobility?

With the construct of the Fifth Freedom deriving grip in the EU, and with specific actions requested from the Member States and beyond, it would look seasonably and imperative to transport out farther research in this country in visible radiation of the inquiries posed above.

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