AN EXPLORATORY STUDY INTO THE CRITERIA BY WHICH EDUCATIONAL OBJECTIVES MAY BE EVALUATED Thesis for the Degree of Ph. D. MICHIGAN STATE UNIVERSITY JAMES RICHARD NORD 1969 SHErSIS This is to certify that the thesis entitled AN EXPLORATORY STUDY INTO THE CRITERIA BY WHICH EDUCATIONAL OBJECTIVES MAY BE EVALUATED presented by James R. Nord has been accepted towards fulfillment of the requirements for _P_h_.D_._degree inflation I} V \ 7/ Majc DmeSeptember 8, 1969 0-169 ABSTRACT AN EXPLORATOHY STUDY INTO THE CRITERIA BY WHICH EDUCATIONAL OBJECTIVES MAY BE EVALUATED By James Richard Nord The purpose of this study has been to critically analyze the concept of educational objectives through an extensive review of the literature in order to answer four basic questions: 1. Is there a real need for objectives in education to be prescribed and explicitly described? 2. If so, what is the position of the educational technologist with regard to prescribed and explicitly stated objectives? 3. What is the role of the educational technologist in helping to determine what objectives should be prescribed and explicitly described? A. What is the role of the educational technologist in helping to determine_hgw the objectives prescribed should be explicitly described? Conclusions and Recommendation The analysis of the first question brought out the influence of philOSOphical biases on the need for objectives. James Richard Nord Two contextual distinctions were indicated. From this it was concluded that the educational technologist who works primarily with "pre—designed" instruction utilizing "criterion-referenced" testing, needs to work with pre— scribed and explicitly described objectives. The analysis of the second question introduced a distinction between the curriculum technologist who was concerned primarily with the what_question of educa- tion; and the instructional technologist who was concerned primarily with the how question of education. It was concluded that the former was in the position of working toward prescribed and explicitly stated objectives using relevance as a criteria, while the latter was more in the position of starting with prescribed and explicitly stated objectives as given. The third question concerned the role of the cur- riculum technologist. It was concluded that the primary role of the curriculum technologist was to formalize the policy making process. To illustrate the role, key con- cepts in the curriculum develOpment process were identified, and selected techniques for use in the formalization of the process were introduced. It was concluded that the -Pole of the curriculum technologist was primarily concerned With evaluation and only secondarily with research. The fourth question concerning description of ObJectives was analyzed using three primary dimensions: James Richard Nord form, explicitness and level of decision making. It was concluded that an organization of objectives indicating both a description of the individual objectives, and their interrelationships was perhaps the most appropriate format of description to insure reliable communication of meaning. Several recommendations were made. It was recom- mended that the distinction between curriculum technolo— gist and instructional technolOgist be made operational rather than merely semantic. It was further recom- mended that those in charge of programs for educational technologists alter their programs to recognize this distinction. Specific recommendations to help implement the recommendations were included. The study included a curriculum development model which was a synthesis of the previous analysis, and provided a device for organizing the findings and generat- ing further studies in the area. AN EXPLORATORY STUDY INTO THE CRITERIA BY WHICH EDUCATIONAL OBJECTIVES MAY BE EVALUATED By James Richard Nord A THESIS Submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY College of Education 1969 5H 7 5’ 5’ M70 ":-’;Copyright by JAMES RICHARD I‘JORD 1970 ACKNOWLEDGEMENT The writer wishes to express his thanks and apprecia- tion to all those persons who have contributed to the design, development and completion of this study. Specific thanks are expressed to Dr. Elwood E. Miller, friend, boss and professor, for his patience, encourage— ment and guidance as chairman of the committee; and to Drs. John Barson, Norman Bell and Stanley Wronski, who served as members of the advisory committee and who were generous with their time and their suggestions during the study. Thanks are also expressed to Al Abedor, fellow student, editing critic and friend, for his insightful Criticism, and his tact is expressing it. Deepest appreciation goes to my wife and son, for their patience and forbearance in accepting the absence 0f their husband and father during much of the time the StUdy was in progress. To them, I can only offer myself and my gratitude for the sacrifices and services they have rendered. To my wife Sueko, who not only typed and retyped the entire manuscript throughout its many developmental alterations, but who also provided the love, inspiration, cOnstant encouragement and affectionate support which made tkm realization of this goal possible, this study is dGdicated. ii TABLE OF CONTENTS ACKNOWLEDGMENTS LIST OF TABLES. LIST OF FIGURES Chapter I. THE PROBLEM Background Need for the Study. Purpose of the Study Methodology . Organization of the Study Definition of Terms II. NEED AND FORMULATION OF OBJECTIVES Overview Question No.1 . Philosophical Bias. Context . . Conclusions Question No. 2 Instructional Technologist Curriculum Technologist Conclusions Question No.3 . Policy Formulation. Curriculum Research Curriculum Evaluation. Conclusions III. DESCRIPTION OF EDUCATIONAL OBJECTIVES Form . Behavior Content Explicitness. . Levels of Decision-Making Organization of Objectives Conclusions . . . iii Page ii vi l6 l7 l7 l8 27 27 28 31 Al A2 148 A9 51 52 75 81 92 96 97 103 109 116 125 128 Chapter IV. A MODEL OF CURRICULUM DEVELOPMENT Models . . . . . . . A Model of Curriculum Development Description Conclusions V. CONCLUSIONS AND RECOMMENDATIONS. Conclusions Question Question Question Question . . . General Conclusions. Recommendations For Further Study For Implementation JZ‘UJRJI-J BIBLIOGRAPHY iv Page 129 130 132 1&3 1A6 1148 150 150 152 152 15A 156 160 160 162 166 LIST OF TABLES Table Page 1. Potential Technological Tools . . . . 14A 2. Potential Future Studies. . . . . . 1A5 LIST OF FIGURES Figure 1. First level of detail basic systems of curriculum development 2. Second level of detail subsystems of curriculum develOpment 3. Third level of detail vi Page 13A 135 1N2 CHAPTER I THE PROBLEM Background The Educational Establishment seems to be showing increased interest in, and placing greater importance on, the specification of goals or objectives. Much of this effort appears to be oriented around the task of pre— paring student performance objectives, or as often termed, "defining behavioral objectives." This emphasis placed on stating instructional objectives in terms of what the student should be capable of doing upon completion of instruction appears to have evolved from four separate but related instructional movements. The first such movement establishment itself, and can With Bobbitt and Charters who curriculum content is derived activities and ideals . . ."1 activit in terms of what the “‘ l . was within the educational be said to have developed pointed out that, ". . . from an analysis of life and "It is good to state each pupil will do or express."2 W. W. Charters, Curriculum Construction (New York: The Macmillan Company, 19235, p. 1A6. 2Franklin Bobbitt, How to Make a Curriculum (Boston: Houshton Mifflin Co., 192115. This movement was continued by Tyler3 and his associates who for over 35 years have promoted the notion of describ- ing objectives in terms of student performance after course completion. While this effort was going on within the educa- tional establishment, a second movement appeared during the past 15 years because of a need to train men for the huge military-industrial complex. Through a massive research effort, procedures for analyzing and describing job tasks were developed through the efforts of such men as Miller. The third movement grew out of the concept of This form of self-instruction has 5 been strongly influenced by B. F. Skinner programed instruction. and other psychologists concerned with Operant conditioning. A egreat deal of programed instruction has therefore called IRDr an explicit a priori statement of objectives specified 3Ralph W. Tyler, Basic Principles of Curriculum alld Instruction (Chicago: University of Chicago Press, 1950). ”Robert B. Miller, A Method of Man—Machine Task Aaialysis, Technical Report 53—137 (Wright-Patterson AFB, CH1io: Wright Air Development Center, June, 1953). 5B. F. Skinner, "The Science of Learning and the [NPt of Teaching," Teaching Machines and Programmed Ldearning, ed. by A. A. Lumsdaine and Robert Glaser TNashington, D. C.: DAVI, NBA, 1960). . 6 . . in "behavioral terms." This requirement was most clearly stated by Mager.7 The most recent development to catch the attention of educators, which also emphasizes the importance of stating objectives initially and in measurable form is 9 the "systems approach." Barson,8 Miller and TrzebiatowskilO have all explicated the requirement for stating objectives precisely when utilizing the systems approach to instruction. More recently, Flanaganl has .6Green has pointed out that a number of reasonably successful programs have been written where no systematic analysis of behavior preceded their composition, and where the statement of terminal objectives in behavioral terms postdated the field test of the program. Edward J. Green, "From Theory into Practice," Programed Instruction in Medical Education, pp. 56-60, ed. by Jerome Lysaught (Rochester, New York: Rochester Clearing House on Self— Instruction in Medical Education, University of Rochester, 1965). 7Robert F. Mager, Preparing Instructional Objec— ‘tives (Palo Alto: Fearon Publishers, 1962}. 8John Barson and G. M. Jones, "Instructional fSystems Development Project" (Lansing, Mich.: Michigan EState University, October, 196A). 9Elwood Miller, "A Descriptive Study, Evaluation 811d Analysis of Instructional Systems DevelOpment Activi- tlies in Selected Departments at Michigan State Univer- Sity during the period, 1960 to 196A" (unpublished Ed.D. Ciissertation, College of Education, Michigan State LTniversity, 1965). 10Greg Trzebiztowski, "An Evaluation of the Instruc— tlional Systems Approach in Higher Education" (unpublished PW1.D. dissertation, College of Education, Michigan State University, 1967). 11John C. Flanagan, "Functional Education for the ieventies," Phi Delta Kappan, XLIX (September, 1967), 7-33. proposed, and is in the initial stages of a complete systems approach to education for the 1970's. For this, the behavioral description of objectives is considered an initial requirement. These four movements formed the various currents which have led to the present emphasis and interest in educational objectives stated in behavioral terms. These four movements have been the major contributors to the present uses and abuses of behavioral objectives. Need for the Study Curriculum analysts such as Tylerl2 have long been sensitive to the utility of stating objectives in per- formance terms, but it was not until the publication and general popularity of Mager's Preparing Instructional fzpjectivesl3 that cautious investigation appears to have lDlossomed into full scale enthusiasm. Canfield points Out that, In visits with people experimenting with and applying what they termed the "instructional systems" approach, they have without exception, commented on their use of and dependence upon the "Magerian" approach to the specification of objectives for instruction."lA l2Tyler, Basic Principles. l3Mager, Preparing Instructional Objectives. l“Albert Canfield, "A Rationale for Performance Objectives," Audiovisual Instruction, XIII (February, 1968), p. 127. The State of California has recently passed a law15 which will require each school district to rewrite their cur- riculum in ”behavioral terms." The Washington State Department of Education is presently in the midst of attempts to redefine the curriculum for teacher education throughout the state in performance terms.16 On the other hand, a reaction to the promotion of "behavioral objectives” by their proponents has already appeared. Broudyl7 has reacted to the slogan "Down with nonbehavioral objectives" and referred to the "tacit dimension"18 of knowledge as a principle counter argu— ment. Callahan19 has found education largely influenced by the industrial metaphor in which the first and primary step is the formulation of quantitative and qualitative standards by which the educational product can be judged. lie finds in this, several tragic consequences. 15Senate Bill No. 1, State of California, 1969. 16William Drummond, symposium held at the Associa- tfiion for Student Teaching conference, February, 1969. 17H. S. Broudy, "Research and the Dogma of EMEhavioral Objectives" (paper presented at Annual Meet- irlg of the American Educational Research Association, CHdicago, 1968). 18Michael Polanyi, The Tacit Dimension (Garden City, I\Iew York: Doubleday and Company, Inc., 1966). 19Raymond E. Callahan, Education and the Cult of Elfficiency (Chicago: University of Chicago Press, 1962). 6 The tragedy itself was fourfold: that educa- tional questions were subordinated to business considerations; that administrators were produced who were not, in any true sense, educators; that a scientific label was put on some very unscientific and dubious methods and practices; and that an anti—intellectual climate, already prevalent, was strengthened.20 Eisner21 goes on to ask the more general question, "Do educational objectives in any form really help or hinder the educational process?" What are the causes and what are the effects of this controversy? On the surface, the causes appear to be three separate but perhaps related points. First, there appears to be confusion as to the role of behavioral objectives in the educational schema. Second, there appears to be confusion as to the meanings behind the terms used, the slogans preached and the applications seen. Finally, there is probably a basic philosophic (jifference underlying the overt difference in the various IDeople involved in the controversy. In support of the Magerian approach to the Specifi- mO EOHSOHLLSO mo mEmpmmmOSm Hempop mo HO>OH osoommln.m .mfim w _ 3 [IV 3 _ \/ _ II I .I. .10 lu'll ‘ 1|. I a a. “ ./\ x .?llllv x > F) 3 1 < 4 w w \/ 4 _ /\ Empmmm _ N a pcmEooam>mQ ESHSOfiLmso . . l , .... .A. 1‘. ". “" l‘i .. - -“r" , .— ... ...S J .....,,.- .~..-~J.v ~- A 4 .— ~ .o-‘w ~ 'r,‘\ ‘1 1“ “AI-- v-~‘ ..»_ 1 ‘r‘- ~\ , . -._~ ‘11 “ .4 ..§ . .. L... “ (. \-’ u‘l‘r ,, . —"-\ . V 1 v t - FI\ " “;« ~ . -hp .‘ . . “ «C \ 136 Figure 2 displays the second level of detail and reintroduces the descriptive subsystems, W, X, Y, and Z, which have been previously discussed in the paper. These will be reviewed prior to further analysis. Z is defined as the explicitly stated real—life, task/role context under investigation at the moment and the implied value system that gives it importance. It might be on a gross national level and be such contexts as civic respon- sibility, the relationship of man to his social order, or political behavior. It may be on a more narrowly prescribed aspect of real-life, survival in the desert, piloting a plane or commanding a platoon. The primary point is that it is a contextual situation that can in fact be found in real-life, and which normally involves interaction of people with an environment. Y is the explicitly stated objectives which are considered to be those most valuable in context Z. These are fairly general, but generally contain both a behavior element and a knowledge or content element. They are generally derived elements from Z and are usually based on value judgments of experts. Examples may be "Support rights and freedoms Of all individuals," "understand Problems of international relations" or "comprehend what is read." The primary point is that it is directly related to a real—life context, it is considered of value and it is capable of further analysis. 137 X is down a step at a point where some broad general educational decisions must be made which would most directly effect the instructional process. X is the set of explicitly stated objectives which are con— sidered to be those most required to accomplish Y. Again, these normally will have both a behavior and a content element, but at a much more specific level of discourse. For example, "Take prOper care of equipment, clothing, food, and other products for which he is responsible." It may not apply directly to the Z, but it is related. It can be evaluated directly. The primary point here is that it is explicitly related to a Y, and can be evaluated directly. W is an explicitly stated objective which is used to guide the learning most directly, which is used as the basis for the evaluation, and which is explicitly related to X. Magerian style objectives appear very appropriate in this level of decision making, "Given a human Skeleton, the student must be able to correctly identify by labeling at least A0 of the following bones." These objectives while quite specific and able to be evaluated, may not in themselves appear to be of great value, but their value lies in their relationship with X which must be made explicit, and which can be one of the three types mentioned. The model is analyzed to three levels of detail. First, the "curriculum development" system was indicated 138 embedded within a larger or supra—system. Next, it was shown as a system which contained interrelated sub— systems. A diamond indicating transformation of informa- tion from one level to another, occurs when some or all of the following influences or pressures converge to effect a decision—making process. a. The Egg or the Leverage Points These are people or institutions which exert pres— sure to force a decision and/or make a decision. For example, at the Z to Y diamond, the U.S. Office of Educa- tion is probably a leverage point. So also are such per— sonages as Conant and Zacharias. At a lower level, in the diamond between X and W, there are probably organiza- tions such as the Educational Testing Services which have strong influences if not direct decision making powers in the translation of objectives from one level to the other. The E29 will undoubtedly be many and varied at any one diamond. They will also be different for each of the specific curriculum change taking place. Regardless, the model indicates that when these people or aggregates of people are involved in decision making, they constitute a parameter or input into the diamond at that level. b. The How When leverage points exert their pressure, or make their decisions which effect the diamond, there are 139 generally certain key methods or processes that are involved. The four basic techniques or EQELE are: 1. Generation of alternatives by deductive and/or analytic methods. People may influence a decision by analyzing a level such as Y and generating a large number of potential X's. For example, given a value statement (Y) that a student should practice good citizenship within the school com- munity, a superintendent may suggest that certain basic subject matter, containing specific major topics be taught in the schools. He may even promulgate a list of objec— tives (X) to be achieved in his school district to accomplish the general goal (Y). He is providing alterna- tives. They may be good or bad, they may be accepted by the teachers or rejected, they may have been generated from a quick personal and subjective analysis of the general goal, or they may have been generated from a formal committee charged with analyzing the topic using the latest technological tools for such an analysis. In any case, they are a generation of alternatives, which act as an influence in the decision making process between the higher and lower levels. 2. Consolidation of alternatives or "clustering" by inductive and/or synthetic methods. People or organizations may influence the transforma— tion of information from lower to upper levls by an IAO inductive process of forcing existing alternatives into a gestalt or theoretic whole or new configuration. For example, the movement away from strictly separated sub— ject matter into core curriculum involves this synthetic method. Project oriented curriculum, where many Specific skills such as adding and subtracting numbers, writing English compositions, analyzing data, and develOping team interaction, etc. are all combined under the problem— Solving rubric of gaming and simulation illustrate this clustering technique, and influence in the decision making process between levels. 3. Simultaneous or cyclic alternating of analysis and synthesis, or "anasynthesis." A person or group may tend to exert influence by concentrating on analyzing a problem, or situation, and providing alternatives. Another group may concentrate on the reverse process. When these two activities or methodologies are consciously or subconsciously combined simultaneously, or at least alternated in very Short cycles by one of the leverage points, then a third methodology evolves which is known as "anasynthesis" or the "systems approach" for generating and recombining alternatives. A. Selection criteria. In addition to the generation or consolidation of alternatives, there is a necessity to eliminate some of the alternatives from further consideration. This is done 1A1 by selection, which is an evaluation process, which involves criteria. These criteria are either explicit, in which case they are known to all members of the decision making process, and effect them all similarly, or they are implicit, which tend to influence each of the individual leverage points differently, and are felt in the system only indirectly. In either case, both types of criteria will be an influence or input in the diamond or decision making process between levels. c. The Technology Introduced to Formalize the Process Finally, a complementary influence to the indi- vidual leverage points is the technological tools and models which formalize and make explicit, not only the leverage points themselves but also each of the subset methodologies, or how's, such as the generation of alternatives, criteria, etc. All of these factors appear to effect the transforma- tion of information in the decision making processes that take place between levels. When some or all of these are present a decision is made which effects the level on both sides of the diamond. A symbolic representation of this set of influences on the diamond is shown in Figure 3, which indicates a third level of detail in analysis, and moves away from a purely descriptive static model, and toward a more dynamic representation of the curriculum development process. 1A2 Transformational Decision-Making Process Block a. Who or Leverage Points involved in decision-making Technology introduced to formalize the WW process Generation of alternatives by deductive and/or analytic methods Consolidation of alternatives or "cluster- ing" by inductive and/or synthetic methods Explicit Criteria uses in selecting from among alternation ' Implicit Criteria used in selecting from among alternation Type of Relationship A. Replicative i.e. A B. Homomorphic i.e. B C. Generative i.e. C Fig. 3.—-Third level of detail. 1A3 At this point in the analysis, it is possible to indicate some potential uses of the model both as a device for organizing previous and possibly future findings, and as a device for generating and guiding future studies. First, a simple listing or cataloging of some models, tools or techniques (See Table 1) that appear appropriate for the curriculum technologist to use to help formalize specific aspects of the model. Next (see Table 2), a brief list of some potential studies that the model appears to suggest at some of the parameters or input points. Finally, in the last section, the problem of description will be returned to, and the potential of the model for handling that question, will be explored. Description The question of whether a particular form, degree of Specificity or organization provides more reliable com— munications than another form, degree of specificity or organization, has been thoroughly argued and occasionally analyzed. It is the position of this writer that the question of reliable communications is basically an empirical question, capable of empirical testing, once the dimensions have been somewhat more clearly analyzed and differentiated. 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