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The notion of subalternity is associated with the subaltern, in other words marginalized individuals or groups who are disenfranchised because they are not part of the hegemonic power structure of a society or colony. It means belonging to or being the subaltern. The word subaltern has a long history of usage. The perspective of the marginalized, or the study of cultures ‘from below’, has been part of colonial histories and literature from the eighteenth century onwards. The term as it has come to be used today, however, has its origins in Gramsci's writings on the proletariat or working-class struggles. The concept was appropriated in a particular way in post-colonial theory in India by Ranajit Guha, who was highly influential in the development of subaltern studies, offering a new site for scholars to explore studies of nationalism, societies, histories and cultures from below. Gayatri Chakravorty Spivak, in 1988, broadly referred to subalternity as the interrogation of a voice that could not be heard since it was structurally written out of the imperialist or colonial narrative. While confined originally to post-colonial theory, cultural theory, literary theory, cultural anthropology and nationalism, the notion of subalternity has influenced the nature of research in many other domains of study and research, such as policy studies, developmental studies and sociolinguistics. It is included here since a consideration of subalternity in action research contexts has the potential not only to ensure a critical site for inclusion of marginal perspectives within scholarship but also to give voice and discursive space to individuals and communities that we partner in collaborative research and in the production of co-generative knowledge.

In policy studies, for example, the notion of subalternity may need to be included in the interpretation of data collected from individuals and groups, since it denotes in a particular way the social actors who become the crucial agency that affects and shapes the way a certain social policy is implemented.

In sociolinguistics, and in the study of language policies in multilingual contexts in particular, perspectives on how macro language policies are being implemented increasingly include subalternity as a research variable to gauge the efficacy of implementation in local contexts. A recent sociolinguistic study by Pol Cuvelier, Du Plessis, Meeuwis, Vanderkerckhove and Webb (2010), for example, provided a forum for scholars in different countries to examine language policy implementation in multilingual contexts from the perspective of the subaltern; that is, those who rather than submissively implement policy, modify it, renegotiate it and re(de)fine in on the ground.

The Subaltern as Participant in Action Research

Action research involving reflection on the implementation of any given policy in organizations or communities can include subalternity in the creation of change and collaborative learning. The inclusion of a consideration of subalternity may become important in ensuring a truthful, dialogic transaction between researcher(s) and participant(s). In other words, for sociocultural, socio-economic or ideological reasons, the participant, while participating in the action research process and co-generating knowledge, might, nonetheless, see herself or himself as residing or located at the margins of the research process and power structure. Thus, the participant might need to be given space to speak, to have voice outside the hegemony of any research approach, however inclusive and collaborative it might aim to be. Rather than being the passive collaborator in action research, the participant as social actor can appropriate the research agenda, steer it in novel and unforeseen directions and demonstrate agency and ownership. A careful consideration of subalternity in action research, therefore, has the potential to ensure a more dialectic, truthful and transformative process of interaction and exchange between researcher(s) and participant(s). This means that once given the site to ‘speak’, as in Spivak's original conceptualization, truth is co-constructed by researcher(s) and participant(s); subaltern agency can become an active and powerful social agency of change exercizing power and influence within the constraints imposed by organizational structures or research structures.

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