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Assessment Tools and Terms

Understanding the Terminology

A Glossary of Measurement Terms, ERIC Digest
Harcourt Glossary of Measurement Terms

Quantitative Methods

Quantitative methods of assessment require the use of standard measure (surveys, questionnaires, etc.) sot that the varying perspectives and experiences of people can be fit into a limited number of predetermined response categories to which numbers are assigned.  This way it is possible to measure the reactions of many people by way of a limited set of questions.  Examples of quantitative methods include satisfaction surveys, and needs surveys.

Qualitative Methods

Qualitative methods of assessment include detailed descriptions of situations, events, people, interactions, and observed behaviors; use of direct quotations from people about their experiences, attitudes, beliefs, and thoughts; and analysis of excerpts or entire passages from documents, correspondence, records, and case histories.  Qualitative assessment is conducted in a natural setting, where people work, play, or live.  It is descriptive in nature, and is not concerned with using standardized survey instruments.  Examples of qualitative methods include focus groups and interviews.

Questionnaires

Item Construction:  Question Formats

1.      Yes/no questions: Also can be agree/disagree, satisfied/unsatisfied, etc.  Generally questions with only two possible answers

2.      Multiple choice:  Questions followed by a set of fixed response choices.  Can also include “Other” as a choice.

3.      Rankings:  Respondent numbers from high to low a list of forced choices.  Ranking criteria is usually importance.

4.      Likert scales:  Questions employing a five-point response scale with categories such as strongly agree; agree; undecided or neutral; disagree; and strongly disagree (or some variation of this 5-point example).  Used to assess attitudes and opinions.

5.      Other rating scales:  Items that use a variety of forced choice response categories to evaluate such things as quality (excellent, good, fair, poor/ better, the same, worse), behavior frequency (never, sometimes, frequently) and importance (not at all, somewhat, very).

6.      Open-ended questions:  Free response.  Question followed by a blank space for subject to put his or her answer.

Item Construction:  Characteristics of Good Questions

1.      Not too specific, not too general (better to err on the specific side)

2.      Direct/obvious intent (not vague)


3.      Respondent willing to provide answer (not too personal)


4.      Use the respondent's language


5.      Minimize social desirable responses


6.      Value-neutral (not leading)


7.      Short

Telephone Surveys

The first step is to determine if a telephone survey is appropriate for your assessment needs. Usually telephone surveys are used for short, to-the-point assessment questions. Often, a paper survey, focus group, or one-on-one interview with open-ended questions or more specific questions is used as a follow-up to a telephone survey to gain more information or clarify telephone survey results.

Some of the advantages of using telephone surveys include:

1. Rapid data collection

2. Assurance that questions are clear to the respondent

3. Assurance that instructions are followed

4. Relative anonymity of the respondent.

Some disadvantages include:

1. Inability to access certain telephone numbers

2. Limited complexity of questions

3. Limited open-ended questions

For an example of the use of telephone surveys, look at Penn State Pulse, http://www.sa.psu.edu/sara/pulse.shtml a telephone data collection system at Pennsylvania State University.

Individual Interviews

Interview Types

1.      Structured & Semi-Structured

·        Verbal questionnaire

·        Formal

·        Elicit specific answers

·        Build on existing research and information

·        Example:  Suppose you wanted to compare and contrast methods of evaluating student performance among faculty in the hard sciences, social sciences, and humanities.  You could ask a fairly structured series of questions about exams, writing assignments, homework, collaborative projects, etc., and compare faculty's responses to the same questions across disciplinary groups.

2.      Informal Interview

·        Less formal

·        No specific type of sequence of questions

·        Exploratory

·        Example:  Interview to determine student likes/dislikes about the student center.  “What do you like about the student center?”  “What improvements could we make in the student center?”

3.      Retrospective Interviews

·        Can be structured, semi-structured, or formal

·        Respondent needs to recall and reconstruct from memory

·        Good assessment of feelings, perceptions, less accurate in other regards

·        Example:   Telephone interviews with non-returning students to determine why they left the university

Types of Interview Questions:

1.      Demographic

Examples:  age, gender, educational level, etc.

2.      Opinion or Values “What do you think” questions

Example:  “Would more frequent weekend activities motivate you to stay on campus during the weekend?”

3.      Report of behavior

Example:  “How often do you visit the Preston Center?”

4.      Feelings – Report of emotions or inner state

Example:  “Do you feel like you have a close group of friends on campus?”

Focus Groups

Overview

·        A qualitative research technique based on a group interview of 8-12 people

·        Conducted by a trained interviewer often using an assistant who takes notes or performs other support functions

·        Uses an interview guide or protocol (list of questions) to direct the interview

·        Results are directional rather than definitive

General Uses

·        Stand-alone assessment

·        Complement to questionnaire surveys and other evaluation methods – pre-cursor to questionnaire survey design OR post-hoc analysis:  meaning of research results to target population

Examples of Using Focus Groups

·        Assessing entering student needs and perceptions

·        Evaluating student support program quality, availability, and effectiveness

·        Assessment of needs

Drawbacks

·        Provides limited image of the topic in question

·        Not representative or normative

·        Group dynamics can suppress or otherwise alter expression of individual viewpoints     

 

 

 

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For comments or questions regarding the Assessment and Strategic Planning site, contact:
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