Abstract
Implications for Practice and Research
Equity, diversity, and inclusion (EDI) initiatives can be evaluated for their effectiveness by exploring whether their intent and impact align and to promote their evidence-informed planning and implementation. Institutional performance in achieving EDI-related strategic planning goals can be monitored by exploring individuals’ sense of belonging and perceived curricular inclusion/representation in addition to tracking recruitment and retention numbers. Intersectionality Theory can be operationalized to facilitate a nuanced consideration of the relational and contextual nature of marginalization and mitigate the reduction of statistical power when larger sample sizes are not feasible.
Interventions related to equity, diversity, and inclusion (EDI) include those that aim to benefit groups historically underrepresented in health-related professions, and developing methods to evaluate their effectiveness and support their success is critical (Cain et al., 2022; Francis et al., 2022; Oikelome et al., 2022; Raine et al., 2022; Tamtik & Guenter, 2019). There is extensive work related to EDI being carried out within Canadian universities (Tamtik & Guenter, 2019), and the School of Nursing at Dalhousie University (DSoN) in the province of Nova Scotia is no exception. This article discusses a pilot study (conducted by DSoN students belonging to groups historically underrepresented within the health professions) that aimed to promote evidence-informed planning and implementation of future EDI interventions, collaboration between students and faculty, and inclusion excellence within DSoN, the university, and the nursing profession more broadly. Students’ perceptions about ongoing EDI initiatives were evaluated using the following variables: (1) identity (race/ethnicity and gender/sexual orientation), (2) sense of belonging, and (3) curricular inclusion/representation. An intersectional analysis that took contextual power relations into account was generated and comparisons were made between students’ perceptions of impacted sense of belonging while at DSoN and curricular inclusion/representation of diverse groups.
Background
Group representation is closely linked to individuals’ sense of belonging; more representation can contribute to an enhanced sense of belonging, while lower group representation can increase feelings of being othered (Glasford, 2021). However, the way representation comes about matters because it impacts
DSoN is implementing ongoing EDI interventions that aim to align with broader initiatives happening within the university. Principles to which Dalhousie University has expressed commitment informed this evaluation of ongoing EDI interventions. In 2015, Dalhousie University released a report called
A Note About Language
Much like the reason for adopting perceived sense of belonging and curricular inclusion/representation, various terms are used throughout this article for the purpose of contextual alignment. To assist with readability, these terms will be explained here. The language of “diverse groups” refers to any heterogeneous group of people and for the purpose of institutional alignment, is synonymous with diverse populations/communities (Dalhousie School of Nursing, 2015, 2018). “Under-” or “overrepresented” groups/populations/communities are determined here in accordance with the general population in the study's broader social context (using census data). “Over-” or “underserved groups” is meant to convey differential access to resources. The authors acknowledge the reductive nature of these terms, but also stress that these terms are being strategically adopted in so far as further detail was not possible without risking anonymity of responses. It should also be noted that these terms are not being used to suggest anything about the groups or populations in and of themselves.
While the language of “marginalized population” may be regarded as more acceptable than “underrepresented group” (Nwangwu, 2023), the former assumes the impact that the context is having while the latter is merely a means by which the broader social context of the study that reinforces systemic barriers to eradicating structural inequalities can be recognized. As Luna (2009) explains, the manner in which the label is being used matters. Terms being used here are thus meant to be relational only with respect to the study's broader social context, from which power relations shaping outcomes extend into the university, and DSoN more specifically. As such, the language used in this article is intentionally employed, meant to reflect the broader social context of the study, its impact on individuals (if any), and is a consequence of the analytic strategic used to capture the complexity of power relations within the limitations of a pilot study.
Methods
This study was a survey-based, cross-sectional observational pilot study that sought to explore the impact of EDI initiatives happening within DSoN using sense of belonging and perceived curricular inclusion/representation. Emerging from Black Feminist Scholarship, Intersectionality Theory is a philosophical perspective that confronts social injustice by exploring domains of power operating across multiple forms of oppression and uses dimensions of dominance as an analytic tool for exposing contextual inequalities that impact outcomes (Bowleg et al., 2023; Christoffersen & Hankivsky, 2021; Collins & Bilge, 2020; Crenshaw, 1991; Waldron, 2018). Such an exploration aligns with this pilot's objectives because domains of power operating across multiple forms of oppression are thought to shape how groups are represented and members’ thereof sense of belonging.
Ethical Considerations
Ethics approval was obtained prior to recruitment through the Research and Scholarly Development Committee at the DSoN under an ethics review process that is in place for course-based research that poses a minimal risk to participants, such as this pilot, which was a partial requirement for an undergraduate independent study course. Nursing students at Dalhousie University were invited to complete the survey. Consent explained voluntary participation, (including clarification that questions could be skipped), that the survey could be stopped at any time, a person could remove themselves from the study by simply closing their browser, and incomplete surveys would not be included in the analysis. Consent also explained that the survey was anonymous (clarifying that a person could not be removed from the study once they submitted their survey responses), only general findings would be reported, and that responses would be stored on secure servers that belong to the university. Consent was obtained before respondents were given access to survey questions.
Operationalizing Intersectionality Theory
An anti-categorical approach was used to manage intersectional complexity (McCall, 2005) and thus strategically essentialize identity categories (Bowleg et al., 2023; Cho et al., 2013, p. 2; Collins, 1990; Collins & Bilge, 2020; Spivak, 1988; Voronka, 2016) for the purpose of exploring the impact of DSoN EDI initiatives. Intersectionality Theory was operationalized using the following steps: (1) adopt social categories of identity, (2) identify socially constructed differences (i.e., subcategories) within each category that exist within the broader social context of the study, and (3) strategically essentialize subcategories into two-category variables to generate an intersectional analysis of sense of belonging and curricular inclusion/representation that considers the broader social context of the study. Figure 1 illustrates an overview of the process by which two-category variables were created.

Process of operationalizing intersectionality theory used in this pilot study. Social categories and subcategories of identity were adopted and defined in relation to the general population in the broader social context of the study.
Race/ethnicity and gender/sexual orientation were the adopted social categories of identity, and within each, subcategories were assumed according to the broader social context (for race/ethnicity: Asian, Black, Caucasian, Hispanic, Indigenous, race/ethnicity not listed; for gender/sexual orientation: asexual, bisexual, cisgender, gay, heterosexual, lesbian, man, nonbinary, pansexual, queer, trans, Two Spirit, woman, gender not listed, sexual orientation not listed). Intersectional complexity was managed by establishing a common standpoint on domination within the sample population (Collins, 1990; Spivak, 1988; Voronka, 2016; Waldron, 2002), and strategically adopting binary thinking (Adorno, 1973; Haraway, 1988; Nietzsche, 1997). This analytic approach was employed to create oppositional points of comparison that mutually constitute and uphold one other, just as power relations do.
An overrepresented subcategory within each identity category was defined (once again, in accordance with the broader social context) to create an overrepresented subgroup comprised of individuals who

Composition of two-category variables created from reconceived subcategories.
Participants
Current undergraduate or graduate nursing students at one of the three Dalhousie University campuses were eligible to participate (two in the province of Nova Scotia and one in the territory of Nunavut).
Data Collection
Demographic survey questions were worded as “select all that apply” and mirrored adopted identity categories and subcategories. Dalhousie's ongoing efforts to achieve inclusion excellence informed the development of yes or no (Y/N) questions on sense of belonging and the representation/inclusion of diverse groups in nursing curricula. Due to the subjective nature of sense of belonging, the phrase was intentionally left undefined to allow respondents the space to interpret it themselves and find their own meaning in the questions. If a respondent indicated that their sense of belonging had been impacted during their time in DSoN, then they were asked if they attributed a lost sense of belonging to aspects of their identity. If a respondent indicated that they felt diverse groups were included and represented in the DSoN curriculum, a Y/N question asked if respondents’ inclusion of diverse groups in the nursing curriculum made them feel equipped to work with people who belong to diverse populations. If a respondent indicated that they felt diverse groups were not included/represented in the DSoN curriculum, then a Y/N question asked respondents if they felt curricular gaps would impact their future nursing practice.
The survey was distributed by DSoN staff on behalf of the researchers, through student listservs, across all nursing programs (undergraduate and graduate) at Dalhousie University's three nursing campuses. The study took place over the course of one term, with a resulting recruitment period of October 20 and November 16, 2021. The email included a link to the survey and recruitment poster. Respondents were asked to self-identify across social categories. Self-identification questions were not intended to be exhaustive, rather the rudimentary collection of demographic data was strategic in that differences would be captured, reconceived as similar by recategorizing them into two-category variables.
Data Analysis
Demographic data were analyzed using descriptive statistics and were also used to create subgroups that made it possible to perform chi-square independence tests to test for associations between the impact of representation within the broader social context of the study and perceived sense of belonging and curricular inclusion/representation of diverse groups within DSoN.
Results
Data were collected from Halifax and Yarmouth campuses at Dalhousie University (

Graphical representation of subgroup composition.
Survey results are summarized in Table 1.
Summary of Survey Results According to the Sample Population and Subgroups (With a Breakdown of the Number of Responses From Each Subgroup (SG) and the Sample Population (SP).
Sense of Belonging
In total, approximately 58% of the sample (21/36) perceived their sense of belonging to be impacted in one way or another during their time at the DSoN; of these responses, 81% (17/21) came from the historically underrepresented subgroup as compared to 19% (4/21) from the historically overrepresented subgroup. Chi-square independence tests suggest an association between representation and perceived impact on sense of belonging in the DSoN (

Results by historically overrepresented and historically underrepresented subgroupings.
Respondents who perceived their sense of belonging to be impacted represented 70.8% (17/24) of the underrepresented subgroup as compared to 33.3% (4/12) of the overrepresented subgroup. Approximately 44% (16/36) of the sample perceived their sense of belonging to be impacted
Curricular Inclusion/Representation
The perceived curricular inclusion/representation variable was found to be strongly associated with subgroupings (
Fifty percent (10/20) of respondents (28% of the total sample population) who perceived curricular inclusion/representation of diverse groups felt equipped to work with these populations because of the inclusion/representation (45% unsure, 25% of the total sample population; 5% unequipped, 3% of the total sample).
Discussion
Findings reveal an association between representation and DSoN students’ perceptions of impacted sense of belonging (
When 93.8% of respondents who felt that diverse groups are not included/represented in curricula belong to groups that make diversity possible, further investigation is warranted to understand
Retaining contextual social distinctions (through which power operates) that are known to exist in the broader social context that an institution is situated within allows for a relational consideration of power relations that may be influencing the impact of EDI initiatives on individuals. Operationalizing Intersectionality Theory in ways that retain social distinctions capture the nuances of power relations as they relate to the complexity of identity (Guan et al., 2021) in accordance with studies’ broader social contexts and can thus be used to emphasize the impacts of marginalizing power relations. As such, considering the broader social contexts of a study in this manner might also help to inform ongoing EDI initiatives and provide a more nuanced evaluation than what is possible with recruitment and retention numbers.
Notably, the size of the sample dictates the degree to which Intersectionality Theory can be operationalized. Small sample populations may limit intersectional analyses, but anti-categorical approaches (McCall, 2005) could be an additional strategy to mitigate the reduction of statistical power when larger sample sizes are not feasible (Di Leo & Sardanelli, 2020). Larger sample sizes may, however, promote complex intersectional analyses, pose less of a risk to the confidentiality of responses (a critical consideration in this pilot study), and uncover unique and/or common experiences of oppression between and within groups. Larger sample sizes might also make it possible to adopt more social categories of identity, and thus support regression model analyses, whereas using just two social categories of identity limit statistical analyses to chi-square tests (and thus
Further investigation is recommended to explore whether there are similar discrepancies across health-related disciplines or if this is an issue that is unique to the DSoN. Future work could also involve the formation of task forces to develop surveys (Andrews Rhoten et al., 2023) that include questions asking about the positive or negative impacts on perceived sense of belonging–not unspecified as was done in this pilot study. Leaving sense of belonging undefined (e.g., impact on sense of belonging was presented neutrally, instead of positively or negatively), however, revealed that members of underrepresented groups may be more responsive to effective EDI interventions because more respondents in this subgroup perceived their sense of belonging to be impacted as compared to the historically overrepresented subgroup. This suggests that if the impact of EDI initiatives aligns with their intent, then the recruitment, retention, and success of historically underrepresented groups may disproportionately increase as compared to individuals belonging to overrepresented groups.
Measuring how effectively an intervention is in advancing health equity and thus bringing about the benefits that come with having a diverse health care workforce (Farlow et al., 2023; Fontenot & Mastorovich, 2024; Jennings et al., 2024) could be how institutional performance in achieving EDI-related strategic planning goals. Institutional performance in establishing and maintaining foundations for inclusion and distinction might also be further explored by including additional social categories of identity. For example, adding the social category of identity of citizenship to the analysis would further complicate intersectional analyses of domains of power operating across multiple forms of oppression within a context whereby dominant cultures perpetuate structural inequalities globally (Christou, 2016; Collins & Bilge, 2020). This might tease out the experiences of international students, who experience unique barriers to education that are different from students whose citizenship matches that of the institutions in which they study, such as differential course fees, cultural barriers to inclusion, and diminished social support. Nuanced operations of context power relations are likely to be uncovered if other social categories, such as (dis)ability were also adopted. However, in future research and larger studies, additional terms (i.e., more specific than under- and overrepresented) should be adopted in accordance with adopted identity categories to support an even more nuanced consideration of broader social contexts and power relations therein that influence the effectiveness of EDI initiatives.
Conclusion
Findings reveal that students from historically overrepresented groups and historically underrepresented groups have different perceptions of their sense of belonging and curricular inclusion/representation of diverse groups at DSoN. Those respondents who self-identified as members of underrepresented groups perceived a greater lack of curricular inclusion/representation at DSoN compared to those in overrepresented groups. Results of this study could support evidence-informed planning and implementation of EDI interventions being carried out within health educational institutions. There is a need to monitor performance in establishing and maintaining foundations for inclusion and distinction and advance EDI initiatives by exploring their impact within health education institutions. This may be a critical step to determining if health equity will be enhanced within and across health systems by promoting the recruitment, retention, and success of those from groups historically underrepresented in the health professions.
