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DATE DUE DATE DUE DATE DUE MSU to An Afflnnotlvo Action/Equal Opportunity Institution amount THE EFFECTS OF COMMUNICATING APPLICATION TASK REQUIREMENTS ON STUDENTS' LEARNING PROCESSES AND ACHIEVEMENT By Jun Young Shin A DISSERTATION Submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY Department of Counseling, Educational Psychology, and Special Education 1992 ? K .1 ( 57 {75’- ABSTRACT THE EFFECTS OF COMMUNICATING APPLICATION TASK REQUIREMENTS ON STUDENTS' LEARNING PROCESSES AND ACHIEVEMENT by Jun Young Shin Most research on the instructional effects of objectives has shown that objectives clearly communicate instructional requirements for recall tasks more effectively than application tasks. This study asked: How can instructors successfully communicate test requirements through objectives for application tasks learned from text? The researcher derived two qualities of objectives that would be likely to affect student's learning processes and achievement: (a) the definition of the subject matter domain in the objective, and (b) the concreteness of the example of the test task in the objective. A posttest only control- group experimental design was used. Fifty- six volunteer graduate students were randomly assigned to one of four treatments: objectives that were (a) defined and concrete, (b) defined and mt concrete, (c) concrete and EM defined, and (d) neithJ defined M concrete. Subjects' were asked to read text, select relevant content from text, choose practice exercises, explain their reasons for their selections and take an application task posttest. Analysis of the data showed that: 1. Subjects presented with defined objectives were able to select relevant content. They used objectives as a guide to limit their choices. 2. Subjects presented with concrete objectives behaved no differently than subjects without them in selecting the right exercise for preparing for the posttest. They made selections based on the examples in the text as well as the example in the objectives. 3. Students' posttest performance was positively and substantially affected by the defined Objective treatment. However, there was an indirect link in the path from the defined objective treatment to the posttest through choosing relevant content and performing well on an exercise. 4. Subjects presented with the defined objective treatment were not different in their reading time than subjects without the treatment. ACKNOWLEDGEMENTS I wish to express appreciation for the contribution of the many individuals who made the completion of this study possible. I am especially grateful to Dr. Stephen Yelon, my advisor and committee chairman, who gave so generously of his time and expertise to patiently guide this research. He provided enthusiastic support which resulted in its completion. I can't express my appreciation for his contribution in written word. I am indebted to him for my academic life at MSU. He supported me not only academically, but also financially and personally. He guided my study at MSU from the first step to the last. I wish there was a way to repay him for his kindness other than remembering his generosity in the future. "Thank you, Sir." I would also like to acknowledge my gratitude to Dr. Ralph Putnam, Dr. William Anderson, Dr. Stephen Raudebush, and Dr. Michael Seltzer. Dr. Ralph Putnam provided academic encouragement since his arrival to MSU, and he supported this study with his insightful criticism and valuable advice. Dr. William Anderson supported this study with continuing interest and intellectual insight. Dr. Stephen Raudebush taught me research methods at MSU and encouraged this study with his expertise. Dr. Michael Seltzer provided opportunities to discuss my statistical data and guided me to search beyond the Obvious. Thanks to all of you. I could not have begun work on my doctorate without the support and encouragement of my father and mother, whose love and support have iv been a constant source of inspiration and encouragement to me in pursuit of education and life goals. Many thanks to my wife and best friend, Kum Sook Choi, whose love, support, patience, belief in my abilities, and dedication have provided energy and encouragement so that I could concentrate on my studies. A Special thanks to my son, Sang Young Shin, who has grown up with Daddy always taking some class or working on a paper. He helped me realize more than ever the importance of family life. He has brought joy into my life. Now, I'll be able to spend more time with him. TABLE OF CONTENTS LIST OF TABLES ....................................................................... LIST OF FIGURES ...................................................................... Chapter I INTRODUCTION ........................................................................ Problem ............................................................................. Research Questions .............................................................. Need for the Study .............................................................. Outline of the Study ............................................................. Chapter 11 REVIEW OF THE LITERATURE ................................................ An Overview of Theoretical Relationships Among Objectives, Learning Activities, and Student Achievement ........................ Research on Objectives ........................................................ What is an Objective? ................................................. Effects of Objectives on Guiding Learning .................... Effects of objectives on recall and application tasks ................................................................. Effects of objectives on relevant and incidental outcomes .......................................................... Effects of general and specific Objectives on learning ............................................................ Summary vi Page xi xiv 8 12 13 13 15 18 21 22 Characteristics of Effective Objectives .......................... 22 Defined objectives ............................................. 22 Concrete objectives ............................................ 24 Summary .......................................................... 25 Adjunct Questions as a Concrete Indicator in an Objective ................................................................... 26 Summary .......................................................... 28 Research on Students' Cognitive Processing during Learning ............................................................................ 28 Attention ................................................................... 29 Summary .......................................................... 31 Strategies ................................................................... 31 Strategies related to choosing relevant content of text .................................................................. 33 Strategies related to choosing exercise ................. 34 Summary .......................................................... 36 Research Questions .............................................................. 36 Chapter III METHOD .................................................................................... 38 Research Design .................................................................. 38 Sample ............................................................................... 42 Pilot Study .......................................................................... 43 Instrumentation ................................................................... 44 Posttest ...................................................................... 44 Questions Regarding Prior Knowledge ......................... 45 Objectives .................................................................. 46 vii Text .......................................................................... 46 Exercises ................................................................... 47 Method to Assess the Choice of Relevant Content ........... 49 Method to Assess the Choice of Exercise ....................... 49 Reliability ........................................................................... 50 Data Analysis ...................................................................... 50 Statistical Analysis ...................................................... 51 Preliminary analysis .......................................... 51 Main analysis of the research questions ................ 51 Subsidiary analysis of relationships ..................... 53 Chpater IV FINDINGS .................................................................................. 54 Data Analysis ...................................................................... 54 Statistical Analysis ...................................................... 54 Preliminary analysis .......................................... 55 Prior knowledge of objective ..................... 55 Prior knowledge of correlation .................. 58 Descriptive information about posttest ........ 60 The relationship of the posttest to prior knowledge of objectives and correlation ..... 62 Main analysis of the research questions ................ 63 Research question one ............................... 63 Research question two ............................... 66 Research question three ............................. 67 Research question four .............................. 74 Subsidiary analysis of relationships ..................... 76 viii Qualitative Analysis .................................................... 78 Analysis of reasons given for selection of text 78 content ............................................................. Analysis of reasons given for selecting an 83 exercise ............................................................ Summary and Integration of the Results ........................ 87 Chapter V DISCUSSION AND CONCLUSIONS ............................................. 91 Discussion of the Findings .................................................... 91 Prior Knowledge of Objectives .................................... 91 Prior Knowledge of Correlation .................................. 93 Selection of Relevant Content ...................................... 93 Selection of Exercise .................................................. 97 Posttest Performance .................................................. 97 Reading Time ............................................................ 100 Path Analysis ............................................................. 101 Limitations ......................................................................... 102 Conclusions ........................................................................ 104 Implications of the Study for Instructional Design .................. 106 Application Objectives ................................................ 106 Students' Use of Objectives .......................................... 107 Design Implications .................................................... 107 Recommendation for Future Study ........................................ 109 LIST OF REFERENCES .............................................................. 111 ix APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX Table 1. Table 2. Table 3. Table 4. Table 5. Table 6. Table 7. Table 8. Table 9. Table 10. Table 11. Table 12. Table 13. Table 14. LIST OF TABLES Page Means and Standard Deviations of Prior Knowledge of Objectives .................................................................... 55 One-Way ANOVA Results for Prior Knowledge of Objectives ..................................................................... 56 Means and Standard Deviations of Prior Knowledge of Objectives as a Function of Treatment Condition ............... 57 Two-Way ANOVA Results for Prior Knowledge of objectives ...................................................................... 57 One-Way ANOVA Results for Prior Knowledge of Objectives ..................................................................... 58 Means and Standard Deviations of Prior Knowledge of Correlation ................................................................... 59 One-Way ANOVA Results for Prior Knowledge of Correlation .................................................................... 59 Means and Standard Deviations of Prior Knowledge of Correlation .................................................................... 60 Two-Way ANOVA Results for Prior Knowledge of Correlation .................................................................... 60 Descriptive Data for the Posttest ...................................... 61 Frequency of Posttest Scores by Treatment ....................... 61 Correlational Matrix for all the Study's Variables ............. 63 Mean Scores of Relevant Content by Type of Objective ...... 64 Two-Way ANOVA Results for the Selection of Relevant Content ......................................................................... 65 xi Table 15. Table 16. Table 17. Table 18. Table 19. Table 20. Table 21. Table 22. Table 23. Table 24. Table 25. Table 26. Table 27. Table 28. Table 29. Table 30. Mean Scores for Selecting Irrelevant Content by Types of Objective ....................................................................... 66 Two-Way ANOVA Results for the Selection of Irrelevant Content ......................................................................... 66 Frequency and Chi-square Test Results of Selection of Exercise by Type of Objective ......................................... 67 Means of Posttest Scores by Treatment with and without Outliers ......................................................................... 68 Two-Way ANOVA Results for the Posttest Score .............. 69 Mean Ranks of Posttest Scores by Type of Objective .......... 71 Nonparametric ANOVA Results for Posttest Ranks ........... 72 95% Confidence Interval of b .......................................... 74 Means of Reading Times by Type of Objective .................. 75 Two—Way ANOVA Results for Reading Time ................... 75 Interrater Agreement on Subjects' Use of Objectives in Selecting Relevant Content by Treatment .......................... 79 Frequency of Words and Phrases Used by Subjects to Select Content ................................................................ 80 Number of Subjects Using Objectives to Limit Content by Treatment ..................................................................... 81 Abbreviated Reasons Given by Subjects not Using Objectives to Select Content ............................................ 82 Interrater Agreement on Subjects' Use of Objectives in Selecting an Exercise by Treatment .................................. 84 Frequency of Words and Phrases Used by Subjects to Select Exercises ............................................................. 84 xii Table 31. Abbreviated Reasons Given by Subjects not Using Objectives to Select Exercises .......................................... 86 xiii LIST OF FIGURES Page Figure 2-1. Theoretical Relationships Among Objectives, Learning Activities, and Student Achievement ........................... 10 Figure 4-1. A Path Analysis of the Effects of Defined Objective on Students' Posttest Achievement ................................... 78 xiv Chapter I INTRODUCTION Problem In elementary school, high school, college, and even graduate school, students are often given assignments to learn from a text. They are told to read the text and to do some exercises. In elementary school, a student may be asked to read from a social studies text to find out how to interpret maps. In high school, a student may be asked to read from an art history text to be able to understand art styles. In college, a student may be assigned to read from an economic text to learn how to understand the law of supply and demand. Each of these students must make choices about which content in their text to pay most attention, and given a choice about exercises at the back of the chapter, they must make decisions about which exercise to do. Specifically, they must determine what content in their reading is important and what practice they must do to learn from text. To aid these students in attending to relevant content and in choosing useful learning activities, and thereby to learn more effectively and efficiently, instructors and instructional designers use orienting devices to communicate requirements to students. One type of orienting device is an instructional objective. An objective is a statement of "what students will be able to do or how they will be expected to behave after completing a prescribed unit of course of instruction (Kibler & Bassett, 1977, p. 55)." An objective includes certain elements such as Specific conditions of testing, observable test behavior, 1 definition Of criteria, and the lower limits of acceptable performance (Y elon, 1991). For the purpose of this study objectives will contain conditions and behavior. For example, the elementary school teacher may tell students that on the test they will be given a map and will be asked to find distances between two specific locations. The high school teacher may tell students that on the test they will be given an art work and will be asked to state the characteristic of the particular work that fit a certain style of art. The college professor may tell students that on the test they will be given a supply and demand data for one year and will be asked to predict the cost of a product for another year. In exploring the best ways to orient students via objectives, researchers have found that certain variables best influence their effect. The objectives must be specific and complete, that is, the content must be defined and the task must be presented concretely. (Hamilton, 1985; Melton,l978; Frase & Kreitzberg, 1975; Kaplan & Rothkopf, 1974; Rothkopf & Kaplan, 1972; Yelon, 1991). A defined course objective is a statement that limits the domain of subject matter clearly. If an objective is defined, students can attend to relevant content from a text because the label assigned to the domain or the attributes of the defined domain are clear. For example, the elementary school teacher might tell students more than: "From this text, you will interpret maps." The teacher might say: "You will learn to calculate the distance between.any two cities on a map. " The high school teacher might also tell students more than: "From this text, you will understand styles of art." The teacher might say: "You will learn to identify the art style of impressionists." The college professor might also tell students more than: "From this text, you will understand the law of supply and demand." The professor might say: "You will learn to predict a cost of a particular product." A concrete course objective is a statement that denotes the referent test clearly. If an objective is concrete, that means it describes the test conditions and behavior clearly, so students can choose appropriate means to prepare for the test because the test situation and performance are clear. For example, within an objective, the elementary school teacher might provide an example of a test question based on the reading such as: "There is a Michigan map, you will calculate the distance between Lansing and Ann Arbor." The high school teacher might provide in an objective an example of a test question based on the reading such as: "Here is a Van Gogh painting you haven't seen before (Starry night). State the characteristics of the painting which make it an impressionistic painting." The college professor might provide in an objective an example of a test question based on the reading such as: "Here is the price of petroleum in 1991. Here is data that show estimated supply and demand of world petroleum for 1993. Predict the cost of the petroleum in 1993." Researchers have found that it is relatively easy to successfully communicate requirements via objectives for recall tasks such as definitions, facts, and formulas (Duchastel, 1980; Hamilton, 1985; Ho, Savenye, & Haas, 1986; Kaplan & Rothkopf, 1974; Rothkopf & Kaplan, 1972). But, researchers have found that it is difficult to effectively communicate requirements by way of objectives for application tasks (Barker & Hapkiewicz, 1979; Duell, 1974). An application task is a task in which learners are not merely engaging in rote learning, but attempting to use the idea in new situations. Thus, teachers wishing to teach interpretation of maps, understanding an art work, and understanding of the law of supply and demand need further research to guide their design of the application objectives. Therefore, the main question of this research is: How can instructors successfully communicate requirements through objectives for application tasks to be learned from text? Subsidiary questions are: How can instructors help students to know what to attend to in their text assignments, and to know which learning exercise to select? This was a study for exploring the relationship among the three major factors: (a) communication of test requirements via objectives for application tasks to be learned from text, (b) students' cognitive learning processes as they use objectives to learn from text, and (c) student achievement of application tasks learned from text. An experimental research design supplemented with questionnaires was used. Fifty-six graduate students participated and were asked to learn a statistical application task from text. The experimental protocol attempted to simulate a typical reading assignment. The students were first given objectives with varying characteristics, the degree to which they were defined and concrete. Second, subjects were given a text selection to read. Third, subjects were given a choice of practice exercises similar to those at the end of a reading. Research Questions The following questions served as a framework for the study: Question one: Will students presented with the defined objective treatment be able to select more relevant content than students not presented with that treatment? Question two: Will students presented with the concrete objective treatment be better able to select appropriate exercises for practice than students not presented with that treatment? micstion three: Will students presented with the defined and concrete objective treatment be able to get a higher the score on the application ppsttest than students not presented with that treatment? mestion four. Will students presented with the defined and concrete objective treatment be able to use less time to read the text than students not presented with that treatment? Need for the Study This study was undertaken to investigate two relatively unexplored areas: (a) the effects of objectives on application tasks, and (b) the dynamics of subjects' thinking as they use objectives. Previous studies have shown that objectives are useful tools for communicating test requirements for recall tasks. But research has not demonstrated that objectives can serve to help subject's learning application tasks. Thus, this study will investigate how objectives should be stated to promote learning of an application task from text. This study will show the influence of certain qualities of objectives that thus far have not been systematically combined. The study's principal value therefore lies in what it contributes to present knowledge of the effects of objectives and students' learning processes regarding application tasks. It will have implications for the design of any instruction where subjects must learn to do a task other than recall from a text. Further, this study could provide a more detailed idea about what makes an objective specific and complete. There have been no studies exploring what students say they are doing with the objectives that they have been given. Thus, this study will examine the dynamics of the use of objectives. The study will look at the mediating variables of attention to text content, and of choice and use of text exercises as they influence a student's learning of an application task from text. Learning how students use objectives to choose content and exercises may verify what researchers have hypothesized as to the role that objectives play in directing attention and guiding study. It may also alert designers as to other factors which affect the use of orienting devices like objectives. Outline of the Study Chapter 11 presents a review of literature as background for the study and leads to the questions that provide a framework for this study. Chapter 111 describes the research design, the subjects involved in the study, and the methods employed. The results of the pilot study and the procedures used to collect and analyze the data are also reported. Chapter IV presents the results of the investigation and reports the findings related to the research questions. Chapter V contains a discussion of the findings, conclusions, limitations, implications of the study, and recommendations for future research. Chapter II REVIEW OF THE LITERATURE Two major questions are being asked in this study: (a) What is the effect of communicating application task test requirements on students' cognitive processes during learning of application tasks?, and (b) what is the effect of communicating application task test requirements on students' achievement of those application tasks? Consequently, this study has two purposes: (a) to investigate the effect of communicating course requirements via objectives, and (b) to explore students' cognitive processing of test requirements through given objectives to choose relevant content and practice exercises. Therefore the review of literature is divided into two sections. The first body of literature to be reviewed considers ways to communicate to students application task test requirements via objectives. The second body of literature to be reviewed addresses students' cognitive processing during learning. The researcher used the Educational Resources Information Center (ERIC) service to review the recent literature on the study of objectives, students' cognitive processing, attention, and learning. In addition, the researcher carefully checked and traced reviews of related literature. An Overview of Theoretical Relationships among Objectives, Learning Activities, and Student Achievement The review of literature is structured to support the following theoretical relationships. In the rest of the chapter, evidence is presented 8 to substantiate these relationships and to lead toward the present research questions. To learn from prose text in formal learning settings, students must choose relevant content. Further, to prepare themselves for tests in instructional settings, Students also must often choose relevant exercises for practice. To make relevant choices of content and practice, students must know the test requirements. One strategy, to provide students with the knowledge of what is required on the test, is the instructional objective. If students clearly understand the concept of what is on the test as explained in the objective, students will be able to selectively attend to the content and the exercises that will help to produce achievement. Instructors can best communicate using instructional objectives when the objectives are defined and concrete (Yelon, 1991). A defined Objective is a statement clearly describing the limits of the domain of the subject matter of the test. For example, an instructor might define a domain in an objective by stating that students will be expected to identify examples of four types of validity. In contrast, an instructor might leave the objective undefined by stating that students are to identify examples of a measurement idea. If an objective is defined, students can attend to relevant content of a text, because the label assigned to the domain or the attributes of the defined domain are clear. 10 A concrete objective is a statement that denotes the referent test clearly. If an objective is concrete, that means it describes the test conditions and behavior clearly. For example, a concrete objective might be: Given a written case vignette such as "a researcher correlated a perceived social support measure with a general self-esteem measure to Show that perceived social support was a part of the self-esteem variable," students will choose which type of validity the example illustrates from these choices: content, concurrent, construct, and predictive validity. Students can then choose appropriate means to prepare for the test, because the test situation and performance are clear. If students can attend and study the relevant content and choose the best practice for a test, they are likely to achieve what the test requires. f cram-acumen Relevant . content ‘jnefinedcom-s. Requirement " " ‘ Selective _ ' Attention etc '5;r_-,~;R.equirement' Cflfearerchdiceof. 2‘5 *.P“3¢fi¢°' Exam ezmzm Figure 2-1. Theoretical Relationships among Objectives, Learning Activities and Student Achievement Figure 3-1 shows a model based on the described relationships among objectives, learning activities, and student achievement . Note how defined requirements aid students in attending selectively to relevant 11 content, how concrete requirements aid students in attending selectively to practice exams, and how relevant content and appropriate practice lead to achievement. This study investigates the effects of communicating application task requirements on students' learning processes and achievement. An application task is a task in which learners are not merely engaging in rote learning, but attempting to use the idea in new situations. For example, application tasks may include identification of new examples, explanation, or prediction Of new cases. Most research on the instructional effects of objectives has shown that objectives clearly communicate instructional requirements for recall tasks but are not as effective in orienting students for tasks other than recall (Barker and Hapkiewicz, 1979; Duell, 1974; Duchastel, 1980; Ho, Savenye, & Haas, 1986; Kaplan & Rothkopf, 1974; Rothkopf & Kaplan, 1972). Perhaps the qualities present in a recall objective and the qualities present in an application objective must be different to be effective. It may be that the domain of subject matter to be learned to achieve an application task is not as clear to students as the domain in a recall task, and therefore, the domain in an application task objective must be clearly defined to be effective. It may also be that the task of recall is apparent to students. When there is a recall test, students generally know what the test will be like. But the test for an application task is not obvious, it must be specified. Thus, an application task objective must include a concrete example of the test question. The logic continues that students receiving a defined application objective will be able to efficiently direct their attention 12 to the defined content in an assigned reading and students receiving a concrete application objective will be able to select an exercise matching the example given in the objective. When students attend to relevant content and choose exercises that match the test conditions and behavior, they are likely to learn the application task efficiently and effectively. Thus, there is one main research question: Does the presentation of application task objectives which define a subject domain and concretely exemplify a required test affect students' learning process and resulting achievement? There were two subsidiary research questions: (a) Does the presentation of application task objectives which define a subject domain help students to know what to attend to in their assigned reading?, and (b) does the presentation of application task objectives which concretely exemplify a required test help students to know which exercise to select when given a choice? There is also a practical question posed by this study: Are objectives an effective tool in helping instructors successfully communicate instructional requirements of application tasks? Research on Objectives This section of the review of literature on objectives is divided into research on the effects of objectives on learning, and writings about characteristics of effective objectives. The subsections of the review of research on effects of objectives on learning deal with: (a) effects of objectives on recall and application tasks, (b) effects of objectives on relevant and incidental outcomes, and (0) effects of specific and general 13 objectives. The subsections on the characteristics of objectives deals with effects of defined objectives and concrete objectives. What is a_n Objective? Kibler & Bassett (1977) referred to objectives as statements of "what students will be able to do or how they will be expected to behave after completing a prescribed unit of course of instruction (p. 55)." Similarly, Hamilton (1985) defined objectives as "preprose statements that are intended to focus the student on the to be tested material (p. 66)." An objective includes certain elements such as specific conditions of testing, observable test behavior, definition of criteria, and the lower limits of acceptable performance (Y elon, 1991). Davis, Alexander, and Yelon (1974) defined the behavior in an objective as "the component of a learning objective that describes the behavior of a student after instruction (p. 33)." They also defined the conditions as "the component of a learning objective describing the situation in which the student will be required to demonstrate the terminal behavior; the component that describes the test conditions (p. 37)." Although some authors refer to criteria and lower limits of objectives, for the purpose of this research, discussion of objectives is concentrated only on conditions and behaviors. Effects of Objectives on Guiding Learning The use of objectives is one way to communicate test requirements to students. In theory, providing students with objectives enables them to orient their learning activity towards the specific desired behaviors that 14 must be mastered to complete the instructional requirements satisfactorily (Kibler & Bassett, 1977). Most early experiments on the use of objectives asked only if the presence of objectives produced learning and resulted in unreliable and inconclusive findings (Kibler and Bassett, 1977). Sometimes objectives had a positive effect on leaming and sometimes they did not. Thus, mere presence of any sort of objective, constructed in any manner, was not sufficient to produce effects on learning. In their early review of literature on the use of objectives, Kibler and Bassett (1977) also said that research had not consistently demonstrated any differential effects on student learning attributable to the way in which objectives were stated. At that time most research dealt with gross differences between general and specific objectives. The researchers at that time did not vary the characteristics of specificity or clarity of objectives except in a very broad manner, that is, whether the objectives were behavioral or not behavioral, whether or not they included traditional parts of objectives. In addition, Kibler and Basset pointed out that in 1977 there were too few studies available on these questions to infer conclusions. However, in a more recent review, Hamilton (1985) resolves some questions about the effects of objectives, but still points out the varying effects of objectives on different tasks. He notes that there are only a couple of studies on the effects of objectives on application tasks. Hamilton as well as other researchers state that research on objectives has suggested some clear relationships as well as some puzzles yet to be solved. Three important relationships that may serve as guides to 15 further research are: (a) the effect of objectives on recall versus applied tasks, (b) the effect of objectives on relevant versus incidental outcomes, and (c) the effect of general and specific objectives on learning. Effects of objectives on recall and applicatjon tasks Objectives are effective for the learning of verbal information (Duchastel, 1980; Ho, Savenye, & Haas, 1986; Kaplan & Rothkopf, 1974; Rothkopf & Kaplan, 1972). However, objectives have not been found as effective for learning of application tasks as they have for the learning of verbal information. For example, Barker and Hapkiewicz (1979) found that a group with no objectives achieved the same score as a group with objectives on a posttest calling for an evaluation task. Duel] (1974) also found no difference on an application task between an experimental group with objectives and a control group without objectives. Researchers agree that the effectiveness of objectives to influence learning differs as a function of type of knowledge of the task to be learned (Hamilton, 1985; Kibler & Bassett, 1977; Lewis, 1981; Melton, 1978). After reviewing quite a large number of research studies on objectives, they all concluded that objectives have consistently produced positive effects on achievement for recall tasks while producing no effects or small effects on achievement for application tasks. Hamilton showed that recall objectives with fewer than two of the traditional components suggested by Mager (1962), that is, conditions, behaviors, and criteria, produced one of the highest difference scores of the treatment groups in a set of experiments. Hamilton stated that when an objective points out the 16 information to be learned in a text, the learning effect will be strong. When more information is provided than the information to be learned for a recall task, the learning effect is likely to hindered. Hamilton stated: The lack of need for specificity or completeness of the goals/objectives to produce positive effects may be a function of the low level of learning outcome. That is, too much information may interfere with the processing of to be learned information when only a very superficial level of processing is required. The need to present complete and specific objectives (per Mager's definition) may occur only at higher level learning outcomes. The relationship between specificity of goals/objectives and measured learning outcomes should be the focus of future research (p. 78). Thus, one interpretation of the findings that objectives are effective for the learning of verbal information but not for application tasks is that the most effective objectives for the learning of verbal information are spe_ci_11g and complete for those purposes, whereas the objectives for application tasks are not as specific and complete for those purposes. Students not provided with clear orienting directions for an application task would probably expect to be given a recall test and would not expect a higher level test over the text material (Duell, 1974). To be specific and complete, the objectives for application tasks must be clearly defined and concrete in nature. When given a recall objective describing a test of recall of verbal information, such as the direction to write the four causes of World War II, it is relatively easy for students to select relevant content from a text and to know what to expect on the test. Therefore, students can prepare for the test by choosing the most relevant 17 content and by using the learning activity that is most compatible with the described end state. For example, if the desired outcome is rote recall of four causes of WW II, the relevant content is clearly defined and perhaps the most appropriate activity is practicing recall of the four causes. Suppose, however, that the desired outcome is an application task, that is, comprehension of the significance of information contained in given material, such as, to analyze a story, or to apply the information to a novel problem, such as, to know the appropriate statistic for a given problem. Then, students might have difficulty in selecting relevant content from a text and knowing what to expect on the test, since the content is not defined nor is the task stated concretely. For application tasks objectives, to be effective in fostering learning, it seems plausible that the domain of content must be defined and a concrete description and example of the task must be included. Because application tasks require the additional Skills of identifying and selecting the relevant pieces of information that are useful in solving new problems (Lyon & Gettinger, 1985), if the content is not defined nor concrete, students may have difficulty distinguishing what content is important and what practice is appropriate. In other words, when the objectives are not defined and not concrete as they are in most commonly written application objectives, the relevant content and practice is not obvious. In support of this view, Glover, Plake, and Zimmer (1982) found that objectives for higher-order learning outcomes were more difficult to describe and classify than were objectives for lower-order outcomes. What exactly is the content domain? Which stories? Which problems? Which statistics? What is the test form? How will stories and 18 problems be given? How will the students respond? What will be relevant information and what will be the appropriate learning activity? Thus, the research question in this study concerns the degree to which students learn something when confronted with various kinds of objectives about an application test. If an application objective lacks some important characteristics to make it specific and complete, then it cannot be of help to students in orienting themselves to desirable learning activity for the application test. Although students must modify their learning activity in light of their ideas of the nature of the test, it is a difficult task for average students. It is made more difficult when students' ideas about an application test are based on an undefined and an abstract objective. That may be why some objectives are effective for learning verbal information but not for learning application tasks. Therefore, defined and concrete application objectives seem likely to help students to modify their learning activity for the desired outcomes. The ability to modify one's activities in light of changes in the nature of the test is an essential factor in efficient learning for that test. Effect of objectives on relevant and incidental outcomes Researchers have been concerned about what difference objectives can make to students on relevant learning. There are a large number of studies that support the effectiveness of objectives on relevant learning (Duchastel & Brown, 1974; Kaplan, 1974; Kaplan & Rothkopf, 1974; Kaplan & Simmons, 1974; Rothkopf & Billington, 1975, 1979; Rothkopf & Kaplan, 1972). However, some researchers (Barker & Hapkiewicz, 19 1979; Duell, 1974) found that objectives made little difference to students on relevant learning. Melton (1978) discussed the anomaly by concluding: "Clearly, it is not sufficient to simply provide students with behavioral objectives. They must also be aware of them (p.293)." He further concluded that behavioral objectives made little difference to students who were highly conscientious, or well motivated. Such highly motivated students can achieve regardless of whether or not the objectives are specified. Although there are some exceptions in the effectiveness of objectives on relevant learning, researchers generally conclude that objectives are effective for the learning of relevant content (Hamilton, 1985; Lewis, 1981; Melton, 1978). Researchers are also concerned that objectives may depress incidental learning. Some researchers claim that objectives indicate to students what is required of them, and as a result incidental learning is depressed (Duchastel & Brown, 1974; Frase & Kreitzberg, 1975; Rothkopf & Billington, 1975, 1979). They argue that objectives discourage students from expanding their horizons by encouraging them to confine their learning to specified tasks, and as a result incidental learning is depressed. On the contrary, some researchers found that objectives had little or no effect on depressing incidental learning (Duell, 1974; Kaplan & Rothkopf, 1974; Rothkopf & Kaplan, 1972). In fact, Kaplan and Rothkopf concluded that the provision of objectives enhanced incidental learning as well as relevant learning. The reason that objectives are effective in helping students to choose and learn relevant content is apparently that clearly defined and limited 20 objectives cue students to attend to specific categories of content. So it is no surprise that well specified, defined objectives affect the learning of relevant content. However, researchers do not explain the reason why the presentation of objectives may sometimes depress learning of incidental content and at other times make little difference in incidental learning. Researchers have had little to say about the reasons for students' learning of incidental content because they have not investigated the students' learning activities or mental processes during preparation for the test. Research thus far simply included a posttest to measure the incidental learning. One reason for the conflicting results on incidental learning might be that incidental learning is unaffected by objectives when objectives are poorly defined. If students have no clear idea of what is to be learned, they are likely to learn incidental as well as relevant content. When objectives are precisely defined in terms of the domain of content to be learned, then incidental learning is likely to be depressed. Another reason might be that incidental learning may be unaffected by objectives when the objectives are not concrete. If an objective does not specify the conditions and behavior and no examples are given of the task, students may seek more information than specified already to be sure they are prepared for any event. In sum, if students have difficulty distinguishing what content is important, they will also have difficulty studying. Quite simply, one cannot selectively attend to important material in the absence of precise limits to what is important. Therefore, to the extent that application 21 objectives are defined and concrete, students can direct their attention to relevant content and practice exercises. Effects of general and smpific objectives on learning Although some studies have found no difference between the effects of general objectives and specific objectives (Duell, 1974), specific goals are generally thought to enhance performance. Frase and Kreitzberg (1975) conducted a study which assessed the effects of general and specific goals on students' achievement. The group given the specific goals performed better than a control group given no objectives and better than a group given general goals, while controlling for any potential encoding specificity effect. Several other researchers (Rothkopf & Kaplan, 1972; Kaplan & Rothkopf, 1974) also noted that the performance of students provided with precisely stated objectives was significantly better than that of students provided with either vaguely stated instructional objectives or short paragraphs of information. Stein (1978) also confirmed this view by noting that when objectives are vague, students do not perform well. Thus, it appears that specific objectives enhance performance. But, what makes an objective specific? Researchers have found that increasing the number of goals reduced students' performance (Kaplan & Rothkopf, 1972; Rothkopf & Billington, 1975; Rothkopf & Kaplan, 1974). Increasing the number of goals may lead to broad coverage of content to be learned, thereby, reducing students' performance. Thus, perhaps to increase a performance, a specific objective should be defined to help a student focus. Further, if objectives do not include examples of tests, 22 students expect retention types of tests, even though tests are supposed to be higher order questions (Duell, 1974). Therefore, a specific objective may be thought of as concrete as well. Thus, an objective can be considered specific when the content domain is defined and when the task is concretely described and illustrated. Sammy An objective that is abstract and vague is likely not to be helpful to students' learning. Perhaps that is the reason that application objectives, which are usually abstract and vague, usually have been found not to affect on learning. However, if application objectives are defined and are concrete they should produce greater achievement than the usual abstract or vague application objectives. Characteristics of Effective Objegtives There are good reasons to believe that if students are given objectives carefully structured for a given task, the objectives will have an effect on learning. As mentioned, objectives are likely to be influential if they are defined and concrete. Defined objgtjves First, objectives must be defined, that is, they must limit the content. When objectives are defined, a student can choose relevant content from the text they study. A defined objective is a form of an objective in which the domain of subject matter is specified and the range of subject matter on the test is limited. In a defined objective, the labels assigned to the content requirements or the attributes of the content domain are so clear that a reader could choose examples of relevant test content with little doubt and with little error. Brown, Campione, and Day (1981) supported the usefulness of defined objectives by arguing that exact specification of the rules that could be used to achieve a goal was an extremely effective instructional route. In prose learning, because an entire document is usually not relevant, it must be searched selectively, and an optimal solution maximizes accuracy and minimizes time. Guthrie (1988) suggested the optimal solution as a component that can activate the selection of categories to develop students' ability locating information in documents. He proposed a cognitive processing model to account for performance on locating information in documents. An important and first component of his model is a form of objective that can lead readers to relevant information. According to Guthrie, effective instruction should include that component. Therefore, if an objective is defined, students can pick out relevant content from their texts. A defined objective includes conditions in which classes or types of the test content are specified, and classes and types of the behavior and its object are specified. Therefore, a defined application objective should limit all content variations in conditions and behavior. 24 Concrete objwjves Though potentially useful, limited Objectives alone cannot facilitate performance better than do more general objectives. Second, therefore, objectives must probably also be concrete, that is, they must give the student a clear idea of the test form. Duell (1974) suggested that when orienting directions are not clear, students would probably expect recall questions even though tests were supposed to be hi gher-order questions. With a concrete idea of the required task, students can think of the most appropriate means to study for the test. Concrete objectives denote the referent test clearly. Because a concrete objective matches the referent test, students can pick out a relevant test form and therefore choose the most appropriate exercises or practices. Guthrie (1988) suggested that readers must be able to verbalize an objective in the form of information that is to be found in the document. Therefore, objectives that include the form of information in the document may be essential components in successful reading. Concrete objectives enable learners to recognize that a given test or practice exercise belongs to a class that Shares a common characteristic or property. Once learners have the concrete objectives, they can correctly identify the examples of appropriate practices and tests from nonexamples. When teachers orient students with objectives, they are attempting to teach them a concept of the test. How should the concept of the test be communicated most clearly? Researchers suggest that a learner's ability to correctly apply concepts is significantly influenced by the specific 25 combination of examples and nonexarnples used to teach the concept (Tennyson & Park, 1980; Tennyson & Cocchiarella, 1986). Thus, to give students a clear concept of the test, teachers should use concrete examples or concrete descriptions of what the test will be like. If the concept of the test is made clear, then students should be able to pick out examples of a practice test or matching exercise to prepare for the test. A concrete objective includes concrete conditions in which the example of the test and the description of the variations in test conditions are stated, and concrete behaviors in which observable behaviors and objects of the verbs are denoted. Therefore, in an application objective, concrete conditions have to Show the variations in their descriptions and examples, and an operational statement of behavior. In other words, the test situation and the test performance should be clear. Duchastel (1977) even suggested that instructors should give students practice tests items to insure the best use of objectives. It makes sense then to add practice items to objectives to make them clear. Summary For an objective to be specific and complete it must apparently define the content to be learned and supply a concrete example of the test. When given an objective that is concrete as well as defined, students can selectively attend to relevant information and choose the most appropriate exercises to prepare for a test. 26 Adjunct Ouestiorps as a Concrete Indicator in an Objective Using questions is an effective instructional strategy. Questioning can be traced back to Socrates who used a chain of questions to lead students to conclusions. Following the tradition of Socrates, several researchers have tried to develop theories of learning using questions (Anderson & Faust, 1974; Collins, 1978; Sigel & Saunders, 1979). Recently, Collins and Stevens (1983) developed a cognitive theory of inquiry teaching that emphasizes the importance of questioning in learning. Using questions can also an effective orientation strategy to alert students to what is going to be on a test. Adjunct questions, a concept developed by Rothkopf (1965), are questions presented before, during or after text to help students learn. For example, adjunct questions may alert students as to what is going to be on a test based on the text. It is a subset of research on "mathemagenic" activities. Rothkopf suggested that a teacher might provide additional activities to the traditional prose text that would induce the reader to more actively participate in the reading and learning process. In the research on adjunct questions, students are given texts to read with questions inserted either before or after paragraphs that contain relevant content. In these studies, prequestions usually facilitate verbatim and factual learning (just like the effects of objectives on recall tasks), while post questions facilitate conceptual learning or learning of information not specific to the question (Boker, 1974). 27 For example, Watts and Anderson (1971) compared three types of postquestions: the repeated example, application questions, and control. The repeated example was for the retention of a concept or principle, and the application questions were for the transfer of a concept or principle. The group given application adjunct questions achieved better on application posttest questions than did the other two groups . Felker and Dapra (1975) confirmed Watts and Anderson's results by comparing five types of adjunct questions: (a) post-adjunct comprehension question group, (b) pre-adj unct comprehension question group, (0) pre- verbatim adjunct question group, (d) post-verbatim adjunct question group, and (e) control group. They found that adjunct comprehension post questions produced significantly better performance on the problem- solving test than all other types of questions. Why are prequestions effective for facts, while postquestions are effective for application tasks? Fact prequestions are easy to interpret and direct students' attention to relevant content while comprehension prequestions may not be as easy to interpret. On the other hand, even though they may be harder to interpret, comprehension postquestions give students an opportunity to reread the relevant content and infer the objective as well as an opportunity for monitoring their comprehension. Frase (1968) compared the effect of "broader" adjunct questions and "specific" adjunct questions on recall learning. He found that broader questions led to poorer posttest performance. He explained that broad 28 questions may have altered the subjects' conception of the task so that they did not attend to the specific material that was included in the posttest. Researchers attribute the effect of adjunct questions on learning to an increase in attention caused by questions (Reynolds & Anderson, 1982; Reynolds, Standiford, & Anderson, 1979) and an enhancement of the opportunity for using comprehension monitoring (Brown, Bransford, Ferrara, & Campione, 1984). Thus, the literature on the use of adjunct questions and the use of objectives is tied to the literature on students' cognitive processing during learning. Summm Adjunct prequestions usually facilitate factual learning, while adjunct post questions facilitate conceptual learning. In general, specific adjunct questions are more effective than are broad ones. The present study asks: Would an example of a specific adjunct prequestion inserted in an objective as a concrete indicator of the test serve to help students choose relevant content and choose appropriate practice? Research on Students' Cognitive Processing during Learning The effects on telling students the course requirements depend largely on what the learners think about during learning. Leamers must actively process the orientation messages they are given. Objectives don't automatically produce learning. Objectives give students an idea of the test format, and the relevant content. But students must apply the 29 Objectives to infer the best content and the best practice to prepare for the test. Two important factors for the application of objectives are attention students give to significant or relevant information, and strategies they tailor to the learning situation. Attention Attention is a student thought process that may help to explain some of the student's learning (Reynold & Anderson, 1982; Reynold & Shirey, 1988; Wittrock, 1986). Students vary in their attentive capacities (Hagen & Hale, 1973; Miller & Weiss, 1981). Some students can be fully attentive for long periods of time, others for short periods only. Some are more distractable than others. More importantly, some can selectively attend to important material while others have difficulty to attend to what is important. Many educators stress the importance of paying attention during learning, since the ability and willingness to pay attention is a major factor in school learning. It is this process where active mental effort is expended and comprehension takes place. Those students who can pay attention most efficiently to important material may learn the most and achieve the most. Many researchers of learning disabilities see attentional deficit as the most critical defect of the learning disabled child (Hagen & Hale, 1973; Rutter, 1989). Achievement is generally regarded to be closely related to attention. Higher achieving students are more inclined to attend to learning (Peterson, 30 Swing, Braverrnan, & Buss, 1982; Peterson, Swing, Stark, & Wass, 1984) and they make more effective use of the cognitive strategy of attention allocation than do lower achieving students (Reynolds and Shirey, 1988). Good learning strategists are attentive to the demand placed on them (Pressley, Goodchild, Fleet, & Evans, 1989). In order for the strategy of attention allocation to be effective, the student must have the capability to utilize the parameters of the task and the text to determine the importance of text elements. To understand, learners must seek information about the significance or relevance of facts. Therefore, students must engage in active strategies to ensure increased attention to important material that will not be retained automatically. As human beings mature, they become better able to identify what are the essential organizing features and crucial elements of texts. If students have difficulty distinguishing what is important, they will also have have difficulty studying. Quite Simply, one cannot selectively attend to important material in the absence of a fine sensitivity to what is important. Therefore, if students use objectives, they can use them to direct their attention to relevant content and study means. Objectives may indicate to the learner the information in the text that will be the focus of the test (Hamilton, 1985). Specific objectives are especially helpful in locating information in textbook reading. Guthrie (1988) suggests a theoretical model to account for a student's use of an objective in finding relevant information in text. The model includes five components: (a) goal formation, (b) category selection, (c) extraction of 31 information, (d) integration, and (e) recycling. The model states that a specific goal or an objective as an important component to orient readers to important information. Researchers have also found that objectives function by influencing selective attention (Anderson, 1982; Shirey & Reynolds, 1988). In research on the effects of giving students objectives, an attentional model has provided a useful explanation of the findings (Wittrock,1986). Anderson (1982) proposed an attentional theory of prose learning as follows: (1) Text elements are processes to some minimal level and graded for importance. (2) Extra attention is devoted to elements in proportion to their importance. (3) Because of the extra attention, or a process supported by the extra attention, important text elements are learned better than other elements (p. 292). Su_m_m_ant Objectives are useful only when students use them as a tool to guide their attention to the important content in text and to the best practice exercises. Thus, attention is an important mediating variable leading to achievement. Strategies One of the primary modes through which students acquire information and knowledge in an academic setting is by reading expository 32 prose (Calfee & Drum, 1986; Hamilton, 1985; Just & Carpenter, 1987). Researchers studying reading comprehension have shown that a reader's ability to use orienting devices as objectives while processing a prose passage is positively related to the ease of comprehension and retention of the prose passage (Anderson, 1982; Brown, Campione, & Day, 1981; Guthrie, 1988; Guthrie & Kirsch, 1987; Hamilton, 1985). Orienting devices help students to focus on important content and to use study time efficiently. Thus, students are able to focus adequate amounts of quality attention on the important information in order to learn it. Learning strategies influence student behaviors and thoughts about the best way to learn (W ittrock, 1986). Therefore, successful strategies are learning processes that, when matched to the requirements of tasks, facilitate performance. Some strategies can be used only in very specific situations in particular domains (Pressley, Goodchild, Fleet, & Evans, 1989). There are sets of particular strategies tailored to each of these situations (Pressley et al., 1989) and students must tailor their activities precisely to the competing demands of requirements in order to become effective learners (Brown, Campione, & Day, 1981). There is a long history of interest in the types of strategies students bring to the task of learning from texts. Some learning strategies are rehearsing information, elaborating information, and organizing information. For example, students may use notetaking, underlining, adjunct aids, question asking, and outlining to rehearse, elaborate, and 33 organize. Comprehension monitoring is one of the most important strategies for learning information and finding relevant content in text. It is also of use in test preparation. Another learning strategy is engaging in the preparation and practice for a test. All of the strategies mentioned are related to students' selection of text content and selecting exercises or practice in preparation for a test. Strategies related to choosing relevant content of text Students must tailor their learning strategies to the demand placed on tasks. If the desired outcome is rote recall, perhaps the most appropriate strategy is mnemonic elaboration. If, however, the desired outcome is comprehension of the significance of information contained in the material or the application of the information to a novel problem, then the appropriate activity would change. Guthrie and Kirsch, ( 1987) found that locating information in text and reading comprehension are two separate factors in text reading. Therefore, an appropriate learning activity must be one that is compatible with the desired end state. The knowledge of textual importance, knowledge of suitable strategies, and estimation of one's current state of mastery have been found in a series of school-like tasks such as notetaking, outlining, summary writing, and retrieval-cue selection. Within the series of studies conducted by Brown and her colleagues, qualitative differences were repeatedly found in the types of notes, summaries, and outlines produced by spontaneous users of a comprehension monitoring strategy (Brown, 1980; Brown & 34 Day, 1983; Brown & Smiley, 1978). Comprehension monitoring may be the most important strategy that affects the use of objectives. Comprehension monitoring is closely related to students' use of objectives (Reynolds & Shirey, 1988). Comprehension monitoring requires the student to establish learning goals for an instructional unit or activity, to assess the degree to which these goals are being met, and, if necessary, to modify the strategies being used to meet the goals. Comparisons of good and poor comprehenders have consistently shown that poor comprehenders are deficient in the use of active learning strategies needed to monitor understanding (Weinstein & Mayer, 1986). Palincsar and Brown (1984) demonstrated that students' learning was improved by orienting them to a particular direction and monitoring it. Therefore, if students are given an objective that is clearly defined and concrete, students can use it to choose relevant content of a text and can monitor the degree to which the requirements are being met. Stpategies relateg to choosing exercises Practice simulating the actual nature of a criterion task may be the most important student learning activity. Several researchers (Anderson, 1980; Hannafin, 1987; Mayer, 1984) emphasized the importance of practice during instruction. Duchastel (1977) suggested that to insure that objectives will be used most efficiently, students should be given valid practice with objectives and the class of material to be learned. Hannafin (1987) found that the combination of practice and orienting activity produced a significant interaction as well as a powerful effect of practice. 35 He contended that orienting activity alone was not a significant instructional component. Nitch (1977) also showed that the kind of practice students engage in has an important effect on type of test, that is, recall or application. In Nitch's study, students who had received practice that required them to act in varying contexts performed better on an application test than students who had received practice that required them to act in the same context. Varied-context practice was better preparation for the application task requiring use of a concept, whereas same context practice produced faster rote learning of the particular exemplar in the original task. When objectives are not concrete, in the absence of other cues, students cannot be sure of the specific requirements of the test and they cannot choose or make the most out of practice opportunities. How can students be expected to perform well when confronted with a test that they are not prepared to handle adequately because they chose the wrong practice? Thus, when students are told concretely what a test will be like, students can adjust their learning strategy in light of their knowledge concerning the actual nature of the test, that is, they can choose the best practice for the test. The ability to adjust one's practice activities in light of information about the nature of the test is an essential factor in efficient learning. Students make decisions in study to practice in certain ways. If students are given a clear notion of the test requirements, then they should be able to pick a practice exam that matches the test. In fact, to be successful, students must find matching practice because practice interacts 36 with the orienting activity (Hannafin, 1987; Hamilton,l985). To do well in an exam for a particular objective, a student must engage in a related practice. In other words, objectives alone are not a significant instructional component. It is what students do with objectives to guide their choices of practice that is significant. Therefore, if students are given an objective that is clearly defined and concrete, students can use it to choose appropriate practice. Summa_ry Defined and concrete objectives by themselves will not be effective. They are tools to help guide students' attention. Students must employ learning strategies to use the information in the objectives to select the most important content in text and to choose the best practice exercises for the test. Attention acts as a mediating variable leading from the defined and concrete objective to appropriate learning strategies and from there to achievement. Research Questions The theoretical question of this study is what combination of characteristics of an objective most effectively and efficiently influence the application of ideas learned from text? This study is based on a hypothesis which states: the more concretely stated the task in the objectives and the more carefully defined the subject matter stated in the objective (other things being equal), the more effective the influence on the application of ideas learned from text. The reasoning for this result is that when given a 37 specific defined domain, students can selectively attend to the relevant information in the text; when given a concrete idea of a task, students can think of the most appropriate means to study the text. Furthermore, when given the most relevant content and the most appropriate practice, subjects are likely to achieve the most. As a consequence, specific research questions are: Question 1: Will students presented with the defined objective treatment be able to select the more relevant content than students not presented with that treatment? Question 2: Will students presented with the concrete objective treatment be better able to select appropriate exercises for practice than students not presented with that treatment ? Question 3: Will students presented with the defined and concrete objective treatment be able to get a higher the score on the application posttest than students not presented with that treatment? Question 4: Will Students presented with the defined and concrete objective treatment be able to use less time to read the text than students not presented with that treatment? Chapter III METHOD The purpose of this chapter is to describe the research design and the methods of investigation employed in the study. The pilot study, sample, instrumentation, and data analysis are also reported. Research Design An experimental research design was used to answer four research questions. The research design is a posttest only control- group experiment (Campbell and Stanley, 1963). The posttest only control-group design was used because a pretest could act as an orienting device, and may confound the treatment effects. Fifty-six volunteer students in education participated in this study. Subjects were randomly assigned to one of four treatments: defined and concrete objective, defined and pp; concrete objective, concrete and n_ot defined objective, and p91 defined and pp; concrete objective. Subjects participated individually or in groups of between two to five, each receiving his or her own treatment. The researcher administered the experiment. Before the experiment, all subjects answered questions about their previous experience with objectives and with correlation, the subject matter to be studied. Next, subjects read along as they listened to a tape describing instructions for the experiment. Then they read their own objective of an application task dealing with the 38 39 statistical subject: correlation. The experimenter asked the subjects to learn to perform the application task: "choosing the appropriate correlational technique for a given set of data. " To choose an appropriate technique for a given set of data, a student must recall the type of data associated with the correlational technique. But the task involved more than recall. Subjects had to remember the attributes of each correlational technique required and apply those attributes to new examples to be able to identify the right technique. Thus, the task was an example of concept identification, and as such, was a short mental skill with as least five steps: (a) study the data, (b) recall characteristics of types of data, (c) identify the types of data, ((1) recall the technique associated with the type of data, and (e) choose the appropriate name of the technique. One group was given the most complete objective including a clearly limited domain of content required for the posttest, a precise description of the task behavior and the task conditions, as well as a concrete example of a test item. Following is an example of the most defined and concrete course requirements in the form of an objective: Given data regarding £1! combinations of continuous and artificial dichotomy variables, such as: Student SAT Scores Algebra Test (Successzl; Failure=0) Doyle 350 0 Sabers 450 1 Glass 550 1 etc. you are to circle the name of the appropriate correlation technique from m these choices: a Pearson Product-moment correlation b. Tetrachoric correlation c. Biserial correlation The second group was given an objective including a clearly limited domain of content required for the posttest. However, the objective's behavior was somewhat vague and no example of the type of item was included. Following is an example of the defined but not concrete objective: For m combinations of continuous and artificial dichotomy variables, you are to know the appropriate correlation technique from oply the following choices: a. Pearson Product-moment correlation b. Tetrachoric correlation c. Biserial correlation The third group was given an objective with a concrete example of the type of test item to appear on the posttest. The test behavior was precisely stated, but the general description of the test conditions was relatively vague. Also the subject matter domain was not limited to certain types of correlations. Following is an example of the concrete but not defined course requirements: Given some data, such as: Student SAT score Socioeconomic Status (Hi gh=l; Low=0) 41 Moll 350 1 Chipman 450 0 Hopkins 550 1 etc. you are to circle the name of the appropriate statistical technique from a list of techniques given such as: a. Pearson Product-moment correlation b. Tetrachoric correlation c. Biserial correlation The fourth group was given an objective including a general and abstract description of the task and the content. The domain was not limited and an example of the test item was not included. Following is an example of the course requirements that are neither defined nor concrete: Know the appropriate statistical techniques. All four groups read the same text about correlation containing relevant and incidental content as it pertained to the posttest. All subjects were asked to highlight the relevant content as they saw it. In addition, to determine how they were using the objectives, all subjects were asked to answer a question about why they chose the content they did. Students were allowed to use written objectives given to them and to write on the text and make notes on the printed text. The experimenter measured the time for reading the material for all subjects. The time was measured by subtracting the time of starting 42 reading the material from the time of asking for exercises. ' After reading the text, subjects were asked to return the written objectives and text material they used, and to choose one among four types of sample exercises which could help them to prepare for the posttest. After choosing an exercise type from the samples, students were asked to perform a set of exercises like the one they chose. Again, to determine how they were using the objectives, all subjects were asked to answer a question about why they selected the exercise they did. Then all students took a test applying the content read by choosing the appropriate correlational technique for a given set of data. The total time for the procedure was estimated to be 30 minutes. Sample Fifty-six volunteer graduate students from Michigan State University were recruited from classes in the College of Education and from personal contact. Among the 56 subjects 12 were male and 44 were female. Out of 56 subjects, 46 subjects were from the College of Education. The other subjects' majors were advertising (2), family and child ecology (1), management (1), zoology (1), psychology (1), linguistics (1), computer science (1), and geography (1). One subject didn't indicate a major. Nineteen subjects were in doctoral programs and 37 subjects were in master's programs. Regarding native language, 40 subjects used English as their native language while 16 subjects used English as a second language. They were randomly assigned to one of the four groups: (a) 43 defined content and concrete task, (b) defined content, (c) concrete task, and (d) neither defined content nor concrete task. The University Committee on Research Involving Human Subjects (UCHRIS) at Michigan State University reviewed a form for protecting human subjects and approved the study (Appendix A, B, and C). The researcher maintained confidentiality throughout the study. Only the researcher and the researcher's adviser could access the data. During the whole process of the study, no complaints or procedural problems were encountered. Pilot Study A pilot study was carried out before the main experiment. The primary purpose of the pilot study was to test the instruments for this study with a sample of eight graduate students enrolled in Michigan State University. During the pilot study subjects were strongly encouraged to give feedback and suggestions as they progressed through the experiment. The researcher used the information collected to refine the instrument for this study. Two major problems were encountered in the pilot study. First, the researcher found that the readability of the text material caused confusion for some subjects. As a result, the researcher worked with a faculty member on the researcher's dissertation committee to refine the text material. The researcher also found that some subjects ignored written instructions about the experiment. As a consequence, the 44 researcher included tape-recorded instructions in the main experiment. The researcher identified and corrected any problems which were encountered with the procedure of experiment. The pilot study was also to determine whether the research questions were worth asking. Even based on the limited results for eight subjects, the results seemed promising. Instrumentation The instruments used in this study were prequestions, objectives, a text, exercises, and a posttest. figs—“Bit A posttest of ten questions applying the ideas of correlation was created along with a description of the task in defined/broad - concrete/abstract terms (see Appendix K). The posttest was assessed by the researcher and the researcher's adviser for structure and content validity against the text. The posttest was scored by giving one point for each correct answer. The posttest included ten questions such as: 1. Here is some data: Student GRE scores Socioeconomic Status (Hi ghzl; Low=0) Anderson 350 l McLeod 450 0 45 Short 550 1 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation Questions Regarding Prior Knowledge Before the experiment began, subjects were asked about their previous experience with the subject matter domain of correlation and with the use of objectives (see Appendix D). Four questions were asked about self-rated prior knowledge of correlation, and four questions were asked about self-rated prior knowledge of objectives. The four questions about prior knowledge of correlation were about the subjects' experience in taking a course including correlation, understanding the meaning of correlation, being able to calculate correlation, and applying correlation ideas. Subjects responded to the last three questions on a five-point Likert scale ranging from very well to adequately to very poorly. Subjects' responses were scored with 5 points for very well, 4 points for well, 3 points for adequately, two points for poorly, and one point for very poorly. Subjects' responses to the last three questions were added to form a score for prior knowledge of correlation. The four questions about prior knowledge of objectives were about 46 the subjects' experience in taking a course about objectives, understanding the meaning of objectives, being able to write objectives, and applying ideas about objectives. Subjects' responses were scaled and scored as were the correlation knowledge questions. The prequestions were assessed by the researcher and the researcher's adviser. grim The validity of the objectives and their degree of narrowness and concreteness were ranked by the researcher and the researcher's adviser. The complete forms of objectives can be found in Appendix E. Text Text was paraphrased from two major statistics textbooks (Borg & Gall, 1983; Glass & Hopkins, 1984) and sentences were assessed as to relevant and irrelevant with regard to the most explicit objective by the researcher's adviser and a faculty member on the researcher's dissertation committee (see Appendix F). The readability of the text was also checked by the researcher's adviser and the faculty. The text consisted of eleven paragraphs: six relevant paragraphs and five irrelevant paragraphs. Each paragraph was labeled from A through K. A blank preceded each paragraph for students to check. Subjects were asked to check the blank if they thought the paragraph contained 47 relevant content. The content of the text was assessed by the researcher and the researcher's adviser for relevant and irrelevant against the defined and concrete objective. Exercises Exercises were based on the four objectives. Therefore, four categories of exercises were made: a defined and concrete exercise, a defined and po_t concrete exercise, a concrete and pg defined exercise, and an exercise that was pe_ith£ defined and p9_r concrete (see Appendix J). Each exercise was accompanied by a separate page with answers to give subjects feedback. The exercises were assessed by the researcher and the researcher's adviser for structure and content validity for adherence to the four objectives. The defined and concrete exercise was matched with course requirements; hence, it included consistent conditions, behaviors, and content to course requirements. The exercise included three questions like this: Here is some data that include continuous and artificial dichotomy variables: Student GRE Scores SES (I-li gh=1; Low=0) Hart 350 1 Levin 510 0 Cuerton 470 1 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Tetrachoric correlation c. Biserial correlation The defined and g); concrete exercise was only matched to the content of course requirements. The exercise included three questions like this: A Pearson product-moment correlation is to be used when relating two continuous variables. True False The concrete and n_ot defined exercise was only matched to the conditions and behaviors of course requirements. The exercise included three questions like this: Here is some data: Student GRE scores Marital status (Marriedzl; Not married=0) Clark 556 l Blase 550 0 Walker 460 1 etc. circle the name of the appropriate statistical technique from these choices: a. Kendall's tau b. Rank-difference correlation, rho 49 c. Phi correlation The neither defined and M concrete exercise was matched with none of the course requirements. The exercise included three questions like this: Kendall's Tau is more likely to be misinterpreted than rho. True False Method to Assess tIhe Choice of Relevant Content After highlighting the relevant content, all students were asked to answer a questionnaire (Appendix G) that included the following question: Why did you choose and highlight the content you did as the most relevant? The highlighting was scored for number of relevant paragraphs chosen and the number of irrelevant paragraphs chosen by giving one point for each relevant paragraph and one point for each irrelevant paragraph. The points were assigned based on the judgement of the researcher and another rater. The open-ended answers to the question were summarized by categorizing the reasons for the choices by the researcher and the researcher's adviser. Method to Assess the Choice of Exercise After choosing the exercises, all students were asked to answer a questionnaire (Appendix I) that includes following question: Why did you 50 select the exercise you did? The reason for the choice of exercise were summarized by categorizing them for the choices by the researcher and the researcher's adviser. The choice of exercise was scored as "best exercise" or " not the best exercise". The choice of the most defined and concrete exercise was regarded as the "best exercise", and the choice of defined but do_t_ concrete exercise, concrete but n_ot defined exercise, and neither defined and nor concrete exercise were regarded as "not the best exercise". Reliability The posttest was evaluated for internal reliability using the Cronbach Alpha formula. The estimate of Cronbach Alpha is the degree to which the item responses correlate with the total score.(MehrenS & Lehmann, 1984). The internal reliability was .53. Possible reasons for this moderate reliability are discussed in chapter V. Data Analysis The data analysis has two main parts: a statistical analysis and a qualitative analysis. The statistical analysis has three parts. First, data from the experiment were analyzed to describe the characteristics of the sample. Second, data from the experiment were analyzed to answer the four main research questions. Third, data from the experiment were analyzed to answer important questions not addressed in the research questions. For qualitative analysis, the data collected from each subject 51 about his/her reasons for selecting text content and exercises was analyzed to help explain the quantitative results and to help shed light on the mental processing subjects use when thinking about objectives. Section one of the qualitative analysis concerns subjects' selection of content and section two concerns subjects' selection of exercises. The researcher coded and analyzed the data. 3 Statistical Analysis Preliminary analysis The preliminary analysis was concerned with three variables: prior knowledge of objectives, prior knowledge of correlation, and posttest score. For prior knowledge of objectives and correlation, preliminary analysis was concerned with any preexisting differences among treatments. For posttest score, the preliminary analysis was concerned with the influence of outliers. The preliminary analysis included descriptive data, ANOVA test results, and correlation data for these three variables. Main analysis of the research question; The main analysis includes inferential analyses regarding the four research questions. Question one stated: "Will students presented with the defined objective treatment be able to select the more relevant content than students not presented with that treatment?" To answer the question, data were 52 analyzed using a 2 x 2 Analysis of Variance (ANOVA), where the number of relevant sentences chosen by subjects was the dependent variable and the defined objective treatment (yes versus no) and concrete objective treatment (yes versus no) were the two independent variables. Question two stated: "Will students presented with the concrete objective treatment be better able to select appropriate exercises for practice than students not presented with that treatment?" To answer the question, data were analyzed using the chi-square test, for group differences in the choice of exercise. Question three stated: "Will students presented with defined and concrete Objective treatment be able to get a higher the score on the application posttest than students not presented with that treatment?" To answer the question, data were analyzed using a two-way of ANOVA to compare the posttest performance among treatments, where the subjects' posttest score was the dependent variable and the defined objective treatment and concrete objective treatment were the two independent variables. Also question three was analyzed using nonparametric Puri and Sen ANOVA test (Harwell, 1988). Effect sizes and regression coefficients were also calculated to assess the size of treatment effects. Question four stated: "Will students presented with the defined and concrete objective treatment be able to use less time to read the text than students not presented with that treatment?" To answer the question, data were analyzed using a two-way of ANOVA, where the subjects' time for reading text was the dependent variable and the defined objective treatment 53 and concrete objective treatment were the two independent variables, to analyze the time used to read the text. Subsidiary analysis of relgtionships To relate the results from the AN OVA, the nonparametric, regression, and correlational analyses the researcher performed a path analysis. The path analysis aims to verify the theoretical model discussed in Chapter III. Chapter IV FINDINGS This study investigates the effects of communicating application task requirements on students' learning processes and achievement. This chapter presents the data from the experiment and reports the findings which are related to the four research questions posed in Chapter I and elaborated on in Chapter III. The data collected on the sample of the 56 subjects involved in the experiment were statistically analyzed to test the four questions. Data Analysis The data analysis has two main parts: a statistical analysis and a qualitative analysis. Statjstical Analysis The statistical analysis has three parts. First, data from the experiment were analyzed for the overall characteristics of the sample. This procedure was to support the main analysis. Second, data from the experiment were analyzed to answer four main research questions. Third, data from the experiment were analyzed to answer important questions not addressed in the research questions. 55 Prelimipag analysis The preliminary analysis was concerned with three variables: prior knowledge of objectives, prior knowledge of correlation, and posttest score. For prior knowledge of objectives and correlation, preliminary analysis was concerned with any preexisting differences among treatment groups. For posttest score, the preliminary analysis was concerned with the influence of outliers. The preliminary analysis included descriptive data, ANOVA test results, and correlation data for these three variables. Prior knowledge of objectives. Self-rated prior knowledge of objectives ranged between 3 and 15 points out of 15 possible maximum points. Out of 56 subjects, 41 subjects had taken a course that taught objectives and 15 subjects had not taken any such course. Subjects who had taken the course about objectives had a mean score of 12.07 with a standard deviation of 2.44 and subjects who had never taken any course about objectives had a mean score of 7.20 with a standard deviation of 3.67. Table 1 summarized the means and standard deviations of prior knowledge for subjects who had an objective course and who had not. Table 1. Means and Standard Deviations of Prior Knowledge of Objectives _Msttest after reading some text and doing a practice exercise. The posttest will assess your attainment of the instructional objective. 3. The instructional objective below describe the msttest you will get after reading and practice. 4. The instructional objective describes what you are to learn from the text you will be given to read. 5. Consider the instructional objective careful. so a. you can direct your attention to the most relevant content, b_.a_nd you ca_n choose the best approach to practice. 6. You do not have to read all the content - just read what you need to do well on the posttest. Read selectively. Instructional Objective (Test Description) Read very carefully. 1. On the test you will be given data regarding only combinations of continuous and artificial dichotomy variables, such as: Student SAT Scores flgebra Test (Success=1; Failure=0) Borg 350 0 Smith 450 1 etc. 2. On the test you will be given gmy these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 3. On the test you are to circle the name of the appropriate correlation technique. On the next page you will find the text relating to the test you will take. 124 Read These Important Instructions: 1. Today you will read and learn about correlation. 2. You will be given a ppsttest after reading some text and doing a practice exercise. The posttest will assess your attainment of the instructional objective. 3. The instructional objective below describe the ppsttest you will get after reading and practice. 4. The instructional objective describes what you are to learn from the text you will be given to read. 5. Consider the instructional objective careful, so a. you can direct your attention to the most relevant content b. and you can choose the best approach to practice. 6. You do not have to read all the content - just read what you need to do well on the posttest. Read selectively. Instructional Objective (Test Description) Read very carefully I. On the test you will be given data regarding only combinations of continuous and artificial dichotomy variables. 2. On the test you will be given only these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 3. On the test you are to circle the name of the appropriate correlation technique. On the next page you will find the text relating to the test you will take. 125 Read These Impprtant Instructions: 1. Today you will read and learn about correlation. 2. You will be given a msttest after reading some text and doing a practice exercise. The posttest will assess your attainment of the instructional objective. 3. The instructional objective below describe the msttest you will get after reading and practice. 4. The instructional objective describes what you are to learn from the text you will be given to read. 5. Consider the instructional objective careful, so a. you can direct your attention to the most relevant content, b. and you can choose the best approach to practice. 6. You do not have to read all the content - just read what you need to do well on the posttest. Read selectively. Instructional Objective (Test Description) Read very carefully 1. On the test you will be given some data, such as: Student SAT Score College GPA Zimmerman 350 3.7 Spalding 450 3.2 etc. 2. On the test you will be given a list of techniques given such as a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 3. On the test you are to circle the name of the appropriate statistical technique. On the next page you will find the text relating to the test you will take. 126 Read These Immrtant Instructions: 1. Today you will read and learn about correlation. 2. You will be given a ppsttest after reading some text and doing a practice exercise. The posttest will assess your attainment of the instructional objective. 3. The instructional objective below describe the msttest you will get after reading and practice. 4. The instructional objective describes what you are to learn from the text you will be given to read. 5. Consider the instructional objective careful so a. you can direct your attention to the most relevant content b. and you can choose the best approach to practice. 6. You do not have to read all the content - just read what you need to do well on the posttest. Read selectively. Instructional Objective (Test Description) Read very carefully I. On the test you are to know when to use correlational techniques. On the next page you will find the text relating to the test you will take. 127 APPENDIX F Text Instructions: 1. Read the following text to prepare yourself to take a posttest described by the objective. 2. You are not responsible for reading all paragraphs. 3. Direct your attention to the content you feel is most important to help you prepare for the posttest. 4. Please check using the marker given to you only paragraphs that are related to the instructional objective. For example, if you feel that following paragraph is important content, check the left top blank as follows: X A. Correlational techniques are frequently used in statistical analyses. 5. Take time as much as possible until you master the important content. 6. The posttest will be closed book test. Correlation Techniques _ A. In this section we discuss seven correlational techniques that can be used to analyze the degree of relationship between two variables. The purpose of the correlation coefficient is to express in mathematical terms the degree of relationship between any two variables. A coefficient of correlation is a statistical summary of the degree and direction of relationship between two variables. A perfectly consistent relationship is expressed as 1.0. The form of the variables to be correlated and the nature of the relationship determine which technique is used. Variables in relationship studies are usually expressed in one of four forms: continuous, rank, artificial dichotomy, and true dichotomy. _ B. Continuous scores are values of a variable that has an indefinite number of points along its continuum. For example, these data, Student Stanford-Binet Intelligence Test Fuson 142 Gelman 137 Harel 126 BIC. 128 would be continuous scores. _ C. A rank score expresses the position of a person or object on a variable, relative to the positions held by other persons or objects. For example, these data, Countg S limit Ranks Italy 87mph 1 France 81mph 2 U. S. 65mph 3 etc. would be rank scores. _ D. The term dichotomy refers to a variable that has only two values. An artificial dichotomy results when individuals are placed into two categories on the basis of difference on a continuous variable. For example, these data, Student Socioeconomic Status (Highzl; Low=02 Inhelder 1 Zucker 0 Rochel 0 etc. would be artificial dichotomy scores. When individuals are divided into two groups on the basis of a variable that can have only two values, the dichotomy is referred to as a true dichotomy. For example, these data, Student Marital Status (Marriedgl: Not MarrieEQ) Sawyer 1 Taylor 0 Stanley 1 etc. would be true dichotomy scores. Pearson Product-Moment Correlation, r _ E. The Pearson product-moment coefficient, r, is used when both variables that we wish to correlate are expressed as continuous scores. For example, if we administer an intelligence test such as the Stanford- 129 Binet test and an achievement test such as the CI‘ BS Achievement Test to the same group of individuals, we will have two sets of continuous scores, each individual having a score on each of the two tests. The data may look like this: Student Stanford-Binet CI‘ BS Achievement Test Glass 120 560 Grant 135 470 Allison 127 640 etc. The relationship between these two sets of scores would be expressed by a product-moment coefficient of .35. Because most educational measures yield continuous scores, this is the most frequently used correlational technique. The product-moment correlation has a smaller standard error than the other correlational techniques and is generally preferred when appropriate. Rank-Difference Correlation, rho _ F. The rank-difference correlation, rho, is a special form of the product-moment correlation. The rank-difference correlation is used to correlate two variables when one or both of these variables are available only in rank form. For example, studies correlating speed limit with traffic fatalities over the world would generally employ the rank- difference correlation because each country's standing is expressed as a rank. To use this correlational technique, however, both variables must be expressed as a rank, so in this case the speed limit of each country and fatalities, which are available in the form of continuous scores, would have to be converted to ranks before the correlation could be calculated. Converting continuous scores to rank scores involves the simple procedure of listing the continuous scores in order of magnitude and then assigning ranks. The data may look like this: Country Smed Limit (X) Fatalities (_Y_) _)_(_ _Y_ Italy 87 mph 6.4 1 3 France 81 mph 8.0 2 2 USA. 65 mph 3.3 3 4 Spain 62 mph 12.4 4 1 etc. 130 Kendall's tau _ G. Tau is another form of rank correlation that has some theoretical advantage over the better known Spearman's rho. Like rho, tau is used to correlate two sets of ranks. The data may look similar to that used in the explanation of rho. Data not in rank form can be converted to ranks if one desires to use tau. Its principal advantage is that it has a more normal sampling distribution than rho for a sample under ten. It is more difficult to calculate than rho and yields lower correlation coefficients when computed from the same data. The Biserial Correlation s. _ H. The biserial correlation is used when one of the variables is in the form of continuous scores and the other variable is in the form of an % artificial dichotomy. For example, if we wish to determine the relationship between success and failure in algebra course and scores on an algebra aptitude test, we would use the biserial correlation. The data may look like this: Student Algebra Aptitude Test Score _Spccess of Algebra Course (Successzl; Failure=0) Lewis 350 0 Morgan 470 1 Morse 510 1 etc. In this case the aptitude test yields continuous scores, while the record of each subject as having passed or failed algebra takes the form of an artificial dichotomy. As a rule, the correlation coefficients obtained using the biserial technique are somewhat higher than those obtained on the same data using the product-moment technique. The Point Biserial Correlation _ I. The point biserial correlation is used when one of the variables we wish to correlate is in the form of a continuous score and the other variable is in the form of a true dichotomy. This type of correlation is used in studies relating gender to different continuous variables, such as intelligence, verbal fluency, reading ability, and achievement. In such studies gender provides the true dichotomy, and the other measure provides the continuous variable. The data may look like this: 131 Student SAT Score Gender (Malezl: Female=0) Adams 620 0 Berk 420 1 Jackson 550 1 etc. The Tetrachoric Correlation __ J. Occasionally we encounter a situation in educational research where both variables that we wish to correlate are in the form of artificial dichotomies. Under this conditions the tetrachoric correlation statistic is used. Use of this coefficient requires the assumption that the variables underlying the dichotomies in the tetrachoric correlation analysis are continuous and normally distributed. Also, the tetrachoric coefficient is considerably less stable than the product-moment coefficient. The data may look like this: Student Socio-Economic Status Success of Algebra Course (Hi ghzl; Low=0) (Successzl; Failure=0) Bennett 1 0 Duke 1 0 Cooper 0 1 etc. The Phi Coefficient _ K. The phi coefficient is used to correlate two variables that are both true dichotomies. Because we deal with relatively few true dichotomies in education, phi coefficients are seldom calculated in educational research. The main use of this technique is to determine the correlation between two items on a test during item analysis. Each subject's response to each item can be classified as either correct or incorrect, thus giving two true dichotomies. The data may look like this: Student Marital Status my Out of College (Marriedzl; Not Married=0) (Dropped Out=1; Remained=0) Davis 0 1 Eder 0 0 Metz l 1 etc. When you are finished reading. raiLse your h_and and ask for an exercise 132 APPENDIX G Questions For the Selection of Text Content Why did you choose and highlight the content you did as the most relevant? 133 APPENDIX H Sample of Test Items Instruction: Choose the type of test item that will best prepare you for the test. There are four exercise types. Read them and tell the proctor which exercise you wish to use. 1. Here is some data: Country Rank of Area Rank of GNP USA. 4 1 Russia 1 4 India 6 26 (30 countries more) etc. circle the name of the appropriate statistical technique from these choices: a. Rank-difference correlation b. Kendall‘s Tau c. Point biserial correlation d. Phi coefficient 2. Here is some data: Student College GPA Socioeconomic Status (I-Iigh=1;Low=0) Jackson 3.2 1 Wayne 2.4 0 Wagner 2.9 1 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 3. A biserial correlation is to be used when relating two artificial dichotomy variables. True False 4. Kendall's tau has a more normal sampling distribution than rho for a sample under ten. True False 134 APPENDIX I For the Selection of Exercise Why did you select the exercise you did ? 135 APPENDIX J Exercise Form A 1. Here is some data: Student GRE scores Socioeconomic Status (Hi ghzl; Low=0) Anderson 350 1 McLeod 450 0 Short 550 1 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 2. Here is some data: Student MEAP Test Scores College GPA Ross 470 3.0 Warren 360 2.7 Rutter 420 3.2 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 3. Here is some data: Student Stress Levels( High=1; low=0) Anxiety Levels(High=l; Low=0) 1 Tanner 1 Sinclair 0 1 Potter 1 0 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 136 Exercise Form B 1. A tetrachoric correlation is to be used when relating two artificial dichotomy variables. True False 2. A Pearson product-moment correlation is to be used when relating two continuous variables. True False 3. A biserial correlation is to be used when relating a continuous variable with an artificial dichotomy variable. True False 137 Exercise Form C 1. Here is some data: County Rank of Area Rank of Population China 2 1 Russia 1 2 Brazil 3 3 (30 countries more) etc. circle the name of the appropriate statistical technique from these choices: a. Rank-difference correlation b. Kendall's Tau c. Point biserial correlation (1. Phi coefficient 2. Here is some data: Student SAT scores Gender (Malezl ', Female=0) Gordon 556 1 Jones 550 0 Leeper 480 1 etc. circle the name of the appropriate statistical technique from these choices: a. Rank-difference correlation b. Kendall's Tau c. Point biserial correlation (1. Phi coefficient 3. Here is some data: Student Gender Drop Out of College (Male=1; Female=0) (Dropoutzl; Remained=0) Green 0 0 Evert 1 0 Carter 1 1 etc. circle the name of the appropriate statistical technique from these choices: a. Rank-difference correlation b. Kendall's Tau c. Point biserial correlation d. Phi coefficient 138 Exercise Form D l. Biserial correlations are somewhat lower than those obtained on the same data using the Pearson product-moment correlation. True False 2. Tetrachoric correlation is considerably less stable than the Pearson product-moment correlation. True False 3. Kendall's tau is more likely to be misinterpreted than rho. True False 139 APPENDIX K Posttest 1. Here is some data: People Annual Income Annual Saving Duke $ 30,000 $ 3,000 Cazden $ 54,000 $ 4.000 Calfee $ 43,000 $ 5,000 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 2. Here is some data: Countg Population (unit: million) Number of Soldier (unit: million) USSR 220 5. 12 Britain 50 0.32 Germany 60 0.45 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 3. Here is some data: Countg Degree of Industrial Development Welfare (Goodzl: Poor=0) (Developedzl; Underdeveloped=0) 1 A 1 B 1 0 C 0 0 etc. 140 circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 4. Here is some data: Student Satisfaction of Home Environment GPA (Satisfiedzl; Unsatisfied=0) Cooper 1 3.7 Lein 0 2.6 Heath 1 3.1 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 5. Here is some data: Baseball Player Batting Average Years in Major League Miller .327 3 White .287 7 Enos .252 2 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 6. Here is some data: People Approval of Abortion Home Environment (A greezl; Disagree=0) (Goodzl; Poor=0) 141 Keddie 1 1 Wells 0 1 Woods 0 0 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 7. Here is some data: People Legalization of Marijuana Socioeconomic Status (Agree=l; Disagree=0) (High=l; Low=0) Wild 1 1 Zacks 1 0 Eder 0 0 etc. circle the name of the appropriate correlation technique from these choices: 3. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 8. Here is some data: Country Average Height at 18 WelfargGooEl; Poor=0) A 172 cm 1 B 168 cm 0 C 173 cm 1 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 142 9. Here is some data: Family Number of child Socioeconomic Status (Highzl ; Low=0) Webb 2 1 Young 1 1 Mehan 3 0 etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 10. Here is some data: Quarterback He' gl_1t Passing Yardage Yarema 182 cm 2278 Yards Chucklong 185 cm 2754 Yards Ware 175 cm 1567 Yards etc. circle the name of the appropriate correlation technique from these choices: a. Pearson product-moment correlation b. Biserial correlation c. Tetrachoric correlation 143 APPENDIX L Subjects' Written Comments for the Selection of Text Content 1. Defined a_nd Concrete Treatment 81: 82: S3: S5: S6: S7: Both written + accompanying instructions stated that this was the info. we would be tested on. I did, however, read background info to give me a point of reference. They gave me the key words in the text. New information, objectives related to different types for posttest. I chose that content because the objective informed me what areas would be covered on the exercise/practice sheet. This helped me focuses my attention on what I needed to cover and understand. Any extra knowledge might have confused me or interfered with my ability to absorbed new information. Key words from the objective. Key vocabulary needed to understand explanation of the 3 correlations. So confusing - I wanted only to focus on the most relevant inf. so my mind could stay clear. - I selected the main definitions. - When examples make it easier to understand the point which is being developed. 1. I look at the test questions. 2. Because I knew next to nothing about correlations, I read the intro. paragraphs. The background+definitions were very helpful. 3. Then, I weeded out the extraneous + non-pertinent material. This deleted several of the correlation processes. 4. I eliminated the paragraphs under Pearson's product-moment model as the instruc. obj. indicated. I wouldn't need really need to know much about them; that is, learning would take a different direction. 5. The remaining paragraphs were the introductory paragraph+the 3 on each of the correlation processes considered to be important in the instruc. obj. 88: S9: S10: $11: 812: $13: 814: 144 Because the three types of correlations which were to be tested were given at the beginning of the exercise. I was looking for examples of two three types of correlations which were presented in the first instructions. It dealt with the 3 statistical tests that were listed in the instructional objective. Highlighting helped me to remember. Because it was comparing two variables that were the same or had the same correlation. It showed the relationship or correlation clearly. Because it directly related to the subject of correlation between 2 variables. According to the statement of the objective, I needed to know only about three specific types of correlation, so I read about only those three. In describing two of the three, an familiar term arose (artificial dichotomies). I felt I needed to know about it so I found the appropriate text (which I had briefly skimmed earlier) and read it. Since it was essential, I checked that section. I was already familiar with the essential concept of continuous variables, so I did not read that section, although I noted it from a brief skimming of the text. Each paragraph pertained to something in the instructional objective. The first couple gave definitions of the terms I would be needing. The last three were descriptions of the three correlations stated that I would be tested on. The instructions made it clear that I did not need to read all of the paragraphs. I only looked for material that was considered important via the instructional objective and the sample test instructions. I highlighted those to be tested, i.e., the 3 methods of doing correlation tests. The introduction is already understood, so I did not highlight it. 2. Defined Only treatment SIS: I highlighted the paragraphs that dealt with the terms in the instructional objective. I tried to only focus on the part of each paragraph that explained the five main terms that were stated. The S16: 817: 818: $19: 820: $21: 822: 145 instructional objective told me I would need to tell when to use a specific correlation technique - so that is what I focused on. I tried to memorized the usage for each correlation. The areas I highlighted were areas that I felt were uniquely significant to understanding each coefficient. Some was background information I needed to know and the rest related to the 3 tests we would be tested on. Chose key words either in title of each section or in a quick scan of the section looking for the three statistical tests we were told we would be tested on. Chose paragraph A because it defined correlation and paragraphs B,C, & D to answer myself "we” were using the same terminology to describe the 3 tests. I highlighted within sections words that clarified purpose of each test (when to use it) and strengths/weaknesses of each test to be further discriminating in selecting the appropriate test to use in the "practice". Scanned examples to "cement" the theory. I felt that every paragraph was relevant to the instructional objectives. One specific technique was discussed in each paragraph well enough for me to understand the basic use for the technique. The language was clear and understandable, and nearly every sentence was purposeful-the text was not wordy, but was quite to- the-point. The five paragraphs checked related to the objective Continuous variables Artificial dichotomy Pearson - two continuous Biserial continuous - art. dich. Tet. - two art. dich. I scanned the words listed in objectives and read parts of these paragraphs concentrating on differences among Pearson, Tetra, and Biserial correlation. Because the instructional objective clearly stated what I would be required to know and what specifically I would be given (i.e., the choices, only the sets of numbers) to assist me in reaching my answer. The paragraphs I highlighted (checked) contained helpful 146 information, definition, and examples so that I could retain the information for the "test". 823: 1. It pertained specifically to the definition of terms that I will read an understanding too in order to then identify the different types of correlation of variables examples. 2. It explained specifically what the correlation involved and linked to the definition of terms in the objectives. S24: I chose the content based on the frequency of usage. 825: Because the ones I choose are relevant to the objectives. 826: I chose those contents because educational researchers should learn about all those kinds of correlations. Knowing different statistical models, specifically correlation, will help the researcher to apply the appropriate model in a given context. Learning about all those models will make the instruction complete. one is not expected to master all the models, basic knowledge about all the models should be included in the instructional design. 827: The objective stated (1) that $111 combination of continuous correlation and artificial dichotomy would appear on the test, and (2) that choices would be from Pearson-moment correlation, biserial, and tetrachoric whatevers. Since I didn't know from memory or application what any other stuff in #1 or #2 were about and which of them were a description of #1, I read those applying to both #1 & #2. I didn't read the other paragraphs because they weren't mentioned in #1 or #2 of the objective. I didn't even recall anything part #1 & #2 in the objective because I was so upset that I had to take a test on something I didn't know anything about. It took my awhile to calm down enough to take any information from the paragraph I was reading. I don't know I will retain the information because I didn't get a chance to practice anything before I took the "test." 828: Understanding different correlations is important especially Pearson's Product Moment Correlation. The other correlations are not as applicable, and could be looked up in most statistics books anytime. 3. Concrete Only Treatment 829: 1. Definitions are boring and lengthy. S30: S31: S32: S33: S34: S35: S36: S37: 838: 147 2. I anticipated these will be examples. 3. The terminology made sense to me, so I decided to memorize the terms and from them to derive the meaning, rather than using the given definitions. The objective was to select an appropriate statistical correlation. I felt that a review of all correlations was necessary, as these are not all familiar to me. It discussed! -Two set of continuous scores - Most commonly used formula. I think that the understanding of variables would be the first step for learning correlation. I think that the most widely used correlation techniques are most important in this text. Because the instructions said that the past test was about correlation (a different types of correlation). I also highlighted some on the definitions provided because the aided in my understanding of the different correlation types that I am not familiar with. The first paragraph was an overview of how the correlations work - to show relationships. The next three choices dealt with the tests that were named on the first sheet you gave us - describing the objectives and the post tests. First, the definition of some basic concepts and terms regarding correlation has been discussed. Then, 6 kinds of correlation methods are explained based on the above discussion, which draw a clear picture of both concept and application about the chosen topic. Because the instructions told me to look for those 3 areas only. Because the instructional objective explained that I would be tested an my ability to recognize when a certain technique would be applicable and circle the correct technique. As the objective of the handout is to know the correlational methods such as Pearson Product-Moment Correlation, Biserial Correlation, Tetra-Correlation, I have to pay attention to those words that are relevant to the objective. S39: S40: S41: S42: 148 I first considered the instructional objective and then I highlighted the content that I thought would be most relevant. Time was also a factor in what I highlight. They were the 3 types listed in the instructions. I checked all paragraphs to refresh my memory. Even after 3 terms of statistics, correlation came quite early (full) and it was obvious that I could not recall from memory alone the different techniques. Even the simpler notions of "rank", "continuous variables", "dichotomies" etc. needed to be reviewed. As the instructional objective stated that I would be given some data and be asked to circle the best technique, I felt it important to be thorough. Having to read all the directions told me that I do not have an automatic grasp of correlation. I circle many key words so when I finish I could go back and review quickly my understanding. Admittedly, the names of the techniques were not clear, so I resorted to looking at the key words and matching them with name: For example Name Variables Continuous Rho Rank True Dich/False Biserial True Dichotomy True/T rue Point Biserial Artificial Dichotomy Artificial/Artificial The items I chose were explanations of when the various types of correlations would be used. It applies to my instructional objective of choosing the proper correlational method for given data. 4. Neither Defined nor Concrete Treatment S43: S44: It was the only one that stated when a correlation technique would be used " would be used when ..." or words to that affect. The other paragraphs seemed to be explaining facts, i.e., correlational techniques rather than when you would use correlational techniques in the first place. The instructional objective mentioned that I should know when to use correlation techniques and the answer to this question is in paragraph A, that is when we want to know the relationship between two variables. S45: S47: S48: S49: 850: 851: 852: 853: SS4: 855: 149 Because it stated specific instances of n_sg which I felt might be useful. The other paragraphs contained material of a more general nature (and/or definitions which I am familiar with at this time). Because I thought the content I check was the basic, but core concept to understand the correlation. The reason why I didn't mark on some content was that it was not necessary to learn for my practical benefit. The sections highlighted contained information about which type of correlation was used given the different types of data. The objective asked me to learn when to use correlational techniques which had to be done in context of understanding the different variables and how they are represented. Because it related to correlation technique used in various data. There were seven types of techniques used, all of which were developed or designed to draw correlations between variables, age, gender, test scores, etc. to help draw conclusions from data. Told me what I needed to know when I what a correlational figure did so now I know when to use it. Because it was the only content that directly matched the objective, in its most basic form. Because it told me when to use correlational techniques (when I want to find the degree of correlation between two variables). The content that gave basic information about correlation, dichotomy, etc.were important. I choose those content because they are related to the content about correlation. I choose the content I marked because it seems important for correlations. Anything that related to the 2 variables measured the relationship of - I checked. I chose all of the text as relevant because the instructional objective stated the learner was to know when it was appropriate to use correlational techniques. 7 different types of correlation were discussed, depending on the level of measurement of the 2 variables. 150 To know when each was appropriate, one needs to associate the type of correlation with the different possible levels of measurement. This require some rehearsal time for me since I have not worked with correlation for a year. SS6: Because those the content needed for the question given later. 151 APPENDIX M Subjects' Written Comments for the Selection of Exercise 1. Defined and Concrete Treatment 81: No particular reason. It looked a little more interesting I guess. 82: The type of question will help me recall definition of the concept. S3: I like seeing the example. S4: I selected that exercise because it best fit what I had read about. The objective stated what I would be "tested” on and I felt the particular exercise would show me if I grasped the content which I read. SS: It was most similar to the way I had set up my study pattern to learn the information. S6: It doesn't require to remember too many details from the text. S7: I thought I knew the answer. S8: Because it matched the examples which were given in the original reading. Also the three choices in the 1st paper were the same three choices of correlation techniques which were in this exercise. S9: The answers fit the material I had studied, in the form I studied it. 810: Because it show the ranking of each country. 81 1: Because it was a choice between 1 & 2 which I am most familiar with rank (Spearman) order versus nonrank (Pearson). S12: It most accurately reflected the type of test the objective talked about. I rejected the others because: - one represented a true/false question, not a multiple choice type that I expected from the objective - one mentioned a type of correlation which I was told I didn't have to know about in the objective $13: 152 - one gave data that was not appropriate for any of the three types of correlation I was told I would have to know about The exercise was an example of the post test stated in the example. It had the same variables listed. 814: Because it tested what I am supposed to be tested. Ldefined; Only Treatment 815: 816: $17: 818: $19: 820: S21: $22: I selected the exercise that I did because the data looked familiar to what I had been reading. Because I can use the either or alternative, I do not like process of elimination because these seems to be a tendency at times for these response categories to overlap or just almost seem like the right answer. The 3 tests that should be found is included on the final test. Because I learned the criteria for selection of each test sol selected the test form that allowed me to look at the "situation" and apply the criteria then select the test. Because while reading the text, I analyzed the data to be able to distinguish between the techniques. Words can sometimes be confusing, but numbers on paper should be straight-forward. The five paragraphs checked related to the objective Continuous variables Artificial dichotomy Pearson - two continuous Biserial continuous - art. dich. Tet - two art. dich. 1 and 4 have names of correlation other than those in objective. As a exercise, I thought T-F types is easier to see feedback. I am a visual learner and I feel I have some photographic memory. Also, I like to see example and apply my knowledge before making my choice. I just felt the more information I had available the better I could/would do. S23: 824: S25: S26: S27: S28: 153 It used the information in the instructional objectives in a similar fashion - Linking the name of the correlation to an example of data. - I work rather fitting examples to definitions. Because I can apply my understanding. Because the one I select is described in the content. I chose form 3 because I was expecting same tests that may deal with (mental) recall without engaging calculations since time is short for such exercise. It contained examples of both Pearson Product-Moment Correlation and artificially dichotomous whatevers. The correct answer was present and there were the fewest number of choices. 3. Concrete Onlv Treatment 829: S30: S31: S32: S33: S34: 1.It was the reflecting best the text read. 2.It included the names (terminology) I used to memorize the text, in the way I exp_e§ted it. The objective is to name an appropriate correlation technique, and (2) is the only one which asks clearly & directly to do this. The most comfortably with continuous score (at least one). The three selections were (a,b,c) most familiar. It is appropriate to apply the understanding of variables. Because it was similar to sample shown in the general instruction and the samples I read in the text. I felt I had learned enough about a totally unfamiliar subject during my brief reading of it to have a basic idea of what they were about. I knew I hadn't learned anything that would help me apply the new knowledge. I wasn't even sure of what I had learned! I felt the true-false format would give me enough information to recall the little bit of knowledge I had gathered. S35: S36: S37: S38: S39: S41: S42: 154 Compared to the first question, I have more confidence in selecting question2, because it seems that I can have two answers in questionl. Because this is the area of instruction I read on. Because the format allows me to determine based on the information which technique would be applicable given the type of data. Because the term was familiar to me, I wanted to know more about it. I was totally confused. I thought I remember the most information about the exercise I selected obviously. I was wrong because I failed the test. Biserial - easiest to identify scores/rank. The direction stated "to prepare you for test" selection 3 and 4 simply assessed memory and did not provide visual information (though would be easier to answer). Selection 1 seemed to provide a little bit more information than number 2 (told how many more countries -needed in case of a small 11 of less than 10) (provided one additional answer (4) compared to (3) in number 2). Confusion: #1 said "statistical technique” which could mean all techniques. #2 said "correlational technique" which would delimit and only give correlational techniques. Exercise 2 looked like it fit the description of my behavioral objective - choosing the correct correlational method for various forms/types of data. 4. Neither Defined nor Concrete Treatment S43: It related most closely to the objective and content I selected and included words like "... is used when..." S44: Because it make you practice when to use a specific kind of correlation technique. S45: S47: S48: S49: 850: S51: 852: SS3: SS4: SSS: SS6: 155 I chose 3 because of the word "when" in the question. If the objective is to know when, then that is the question to be specifically addressed. Because I like the type I selected exercise #1 because I can't select the correct answer better than when data/information is given rather than selecting T or F without an example. I chose the exercise because I thought I understand the material, apparently not, because I reversed thinking on all the question asked. I remember same thing about rank? Basically, it was just a matter of choosing one at random. My knowledge of correlation is not good enough to spend a lot of time trying to figure out on which test I'll do best - I think I'd do about the same on any of the tests. ‘ Because it related to correlational techniques. I selected the exercise because it had familiar looking data arranged in a format that is used regularly in my work related reading. The columns for rank and types data seemed familiar, therefore easy understand. I feel familiar with this kind of data analysis. I seem to remember a little something on ranks. Also it seems interesting because I haven't done this type of correlation. Q3 and Q4 were true & false. They did not ask the learner to choose among the different correlations, so these were ruled out.Q2 had fewer option (3) than did Q1 (4), so I thought the likelihood of choosing correctly to be less a matter of luck. Q1 asked which correlation measure was appropriate given data of certain level of measurement which tested on the objective. Because that exercise was the one I feel I understand relatively. "tuttut