The Worst Reasons to Reject Change?

Ages ago, when I was in grad school, I learned from Susan Moore Johnson that many people incorrectly cite union contracts as a reason why something must be done, why a practice cannot be altered or a a innovation cannot be picked up. As she explained it, people do not actually read the contract, so rumors about what is in it are often even more powerful than the contract itself. This was eye-opening to me at the time, and it has stuck with me. But I think that it was simply too polite an interpretation. Yes, that is often the case. But I think that sometimes—perhaps even more often—it is a willful ignorance. Some people do not care what is in the contract, and are simply invested in arguing against change—regardless of whether their arguments are made in good faith.

Whether the argument that something is in the contract is made in good faith is itself a contentious question. So, we can put that aside. Regardless of whether it is made in good faith, it is often an erroneous argument used to push back against those calling innovation or change. 

I have come across this exact same tactic in other contexts as well. 

* About 10 or 15 years ago I was trying to report a bug to Apple in some piece of their software. The level II support specialists I was speaking with went up to a level III support specialists and came back to me with an excuse. The way I was using the software, he explained, violated the end user license agreement. It wasn’t a bug, you see, it was a misuse. But I knew that couldn’t be the case, so I opened up the very long end user license agreement while on the phone with him and went through it, looking for anything relevant to his point. Of course, it wasn’t there. This was a moral victory, as he had to admit that his superior’s excuse was untrue. (I do not know that it got the bug fixed any faster. I switched to a third party application and have not felt a need to go back to Apple’s app for that use.)

* Just last month, a regional chain with ~75 stores opened a brand new supermarket near me—now my nearest supermarket, just 14 minutes away. Unfortunately, there are handful of operations mistakes that make shopping there just a little more annoying than it needs to be, but they hit me every time I go there. I have mentioned them to the "customer experience manager" and last week I saw a team of muckety mucks from headquarters going through the store to make a list of lessons and things that might be fixed. I took the opportunity to mention a couple of my concerns. As I was checking out, one of them came to me to thank me for my feedback. He said he was the head of store design for the chain. I took the opportunity to share another concern, one that would actually take a little—just a little—money to fix. While I was talking with him some assistant manager (from another store) came up to defend the chain’s honor. He started making excuses that I knew weren’t true. Eventually, he said that they couldn’t fix the problem because of the ADA. For me, that was too much. 

I replied to him, “You mean that the Americans with Disabilities Act, signed into law in 1990 by President George Herbert Walker Bush (and perhaps amended since then) has a provision in it that says what side of the self-checkout machine the groceries go on? I bet you $100 right now that that it not true.” It actually wasn’t the first time I had used that line about making such a $100 bet that day. Just earlier, when I was talking to an another assistant manager in the store, he said that 80% of people who go to the store end up in the refrigerated section, and I knew that could not be true. (The head of store design confirmed that it wasn’t at all close to 80%, and they didn’t want it to be.) This wasn’t even the first time that they mentioned the ADA, as that assistant manager also tried to invoke it to push me off another point I had tried to share. 

I have observed that the federally required peer review process for many large scale assessments is also an intimidating citation used to push back against innovation or improvement efforts. People claims that because a test has already gone through peer review, no processes or documentation can be improved. People claim that some innovations cannot be used or applied because it will never get through the peer review process. It’s just the same damn dynamic.

What I see over and over again is people who simply are against change, do not want to alter what they already know and are comfortable with and are not invested in improving the product or process. But instead of going through an accurate analysis and/or give real reasons to oppose change, they simply grasp for some powerful authority that they can claim is the unmovable obstacle. They do not have to own their opposition, and they certainly do not have to think deeply about evaluating the proposal. They do not even have to have power to reject the change. Instead, they claim some expertise about that other thing that is the real obstacle.

But I know what the ADA is. I know what goes in EULAs. SMJ taught me to actually read union contracts. And I even know enough about peer review to know that it is not the obstacle that it is made out to be. It was not meant to be an obstacle to improvement, and really doesn’t have to be. 

More generally, I do not think I am ever going to get over my fury when people try to prevent change by hand waving at intimidating-seeming authorities that they do not even understand. Again, it hardly matters whether they know better, because their ignorance is willful and the citation of authorities they know little about is intentional. It is just fear of change, fear of thoughtful deliberation and an unwillingness to take responsibility for maintaining a their preferred (and problematic) status quo.

What We Mean When Talk About 'Reliablity'

One of my little pet peeves is when athletes say that they to be more consistent at something that that have long been consistently mediocre or bad at. I agree that they need to be better, but I don’t think that the problem has been consistency. Heck, a basketball player going from a 23% 3-points shooter to a 35% 3-point shooter has not even become more consistent, even though that would constitute a rather large improvement. 

Words have meanings, and while I love metaphorical language, when words with rather precise meanings are expanded, our ability to express precise things is diminished. I find that frustrating—perhaps because I was raised by a lawyer and perhaps because I was such a math and science kid growing up.

But the fact is, that words can have different meanings in different contexts. This is certainly true when words have technical meanings in expert fields and also have lay meaning for the general public. 

Reliability is one of those words, and it is a very important technical word in the field of educational and psychological testing. And yet, it is also a middle school level word that refers to trustworthiness. 

In everyday use, a reliable person is someone you can trust to be there and to do the right thing. It is not just consistency, but also usefulness and worthiness. 

But the statistical term, as used in many technical fields, merely means consistency. Something can be consistently off by the same amount, and that would be reliable. Statistical reliability is only about consistency, regardless of appropriateness, precision, or actual accuracy. Under this definition, a car that only—but always—starts up when it is over 90 degrees outside is a reliable car. Moreover, it would be more reliable if it only started up when the temperature was over 100 degrees, and most reliable if it never started up at all. After all, that would be perfectly consistent—consistency useless.

This is a particularly important gap in meaning in my field because when psychometricians insist on maximizing reliability, that sounds really good to a lay audience who does not appreciate the difference between the everyday term and the statistical term. Psychometricians want consistency, even if it means consistently the wrong thing or leaving out the most important stuff because it hurts the consistency of the test. They say they are increasing reliability, and they are not lying. Heck, I am sympathetic to their use of the term as it is also what I tend to think the term means, too. That math kid started taking advanced Probability and Statistics courses nearly 40 years ago. That meaning is what I have in my head when basketball players talk about being a more consistent shooter.

I think a lot about important technical problems with how psychometricians’ focus on that statistical idea of reliability leads to worse tests, but perhaps the bigger problem is how their different meaning of reliability misinforms policy-makers and the broader public about what they are even trying to do. The broader public and policy makers are the real audience for our tests, and we should be mindful of how they hear what we are saying. 

Not Being Mind Readers, There Are Things We Cannot Know

We need cognitive tests because we cannot read people’s minds. Instead, we have to find evidence that supports various inferences we might want to make—or that refutes them. This dilemma of not being able to read minds is not limited to testing.

Hanlon’s Razor

Hanlon’s Razor advises, “Never attribute to malice that which is adequately explained by stupidity.” But the idea goes back much further. In the 19th century, H. G. Wells wrote, “There is very little deliberate wickedness in the world. The stupidity of our selfishness gives much the same results indeed, but in the ethical laboratory it shows a different nature.”

In my teen years, I thought that the worst trait a person could have was incompetence. Nope, I’ve never been fun at parties. I certainly have that history of seeing incompetence around me. But for the last few years, I have been faced with a situation outside of my professional life that I attribute to malice. Others whom I respect agree, but temper it with judgment of some amount of incompetence. Certainly, many people seem quite unwilling to see this particular form of malice.

How can I know? How can any of us know? We cannot see inside the hearts and minds of those around us, not even that one woman.

Optimizing political Strategy

In the days immediately after Joe Biden’s disastrous debate performance in his 2024 debate with Donald Trump, I cautioned those around me that it would be foolish for Biden to drop out of the race before the RNC nominating convention. There would be no way to take away coverage from the RNC, and it would be wise to let Trump’s Republican Party waste its powder on attacks on Joe Biden and his age when they had maximum free coverage by the news media.

I cautioned that no one is going to remember a few weeks in July when we actually get to November. The DNC nominating convention was still over a month away, and there was not much in July or August that would matter by Election Day. Electoral campaign memories are short, perhaps unfortunately short.

I said that the optimal strategy would be to wait until…July 19 or 20 for Biden to drop out of the race. That would be weeks before the the Democrats officially nominated their candidate. I didn’t want a traditional circular firing squad, and thought the best strategy would be to go with Kamala Harris—though she was not my preferred candidate in 2020.

Obviously, for this bait and switch strategy to work, there could not be leaks. Anyone who might leak anything to the media had to be ignorant of the plan. Thus, people in the know could not tell their aides—or perhaps even their spouses. For this to work, Joe Biden would have to look stubborn—even as the pressure mounted from people who did not know the plan

I did not anticipate that Biden’s delay would build up such energy for replacement that a politician who produced so little excitement in 2019 and 2020 would be as well received as Vice President Harris’s candidacy has been. And I thought that Navel veteran and Rhodes Scholar, obviously conservative family man who is comfortable debating Republicans on FOX news Pete Buttigieg would be a great running mate for her.

In fact, I was off by a day. President Biden dropped out of the 2024 presidential race on July 21. But otherwise…was my prediction wrong?

How can I know? How can anyone know? This had to be a no leaks plan. It would require Biden to look like an old grandfather who absolutely refuses to give up his car keys. He would have to take the further reputational hit in order to help his party to retain the White House.

What were Joe Biden and his closest most trusted advisors thinking? Could the greatest political strategist of this century, Nancy Pelosi, have come up with this weeks ago? Could President Biden have gathered the Clintons, Obamas and her for a serious strategy session? (Not Chuck Schumer. I do not trust that he would not leak.)

How could we possible know the truth? Even if word leaked in the months or years ahead that this was planned, why should we trust that? It would make Democratic leadership look brilliant, so there is real motivation to leak such claims after Republicans cannot do anything about it. I do not know what to conclude, and I do not know that I ever will. (Even I do not think that the plan—the conspiracy—could go further back than the debate, but how can I be sure…?)

I cannot read anyone’s mind.

The Challenge of Intellectual Humilty

I really try to be intellectual humble. I try to be aware of what I think and why. I try to be conscious of what I really know and the absolute facts available to me. I try to be mindful of when I run up the ladder of inference, even if it is just a single rung.

Yes, it would be validating for me to conclude that that woman is motivated by malice, rather than just stupid. Yes, it would be satisfying to me to think that our political leaders are brilliant, rather than just bumbling.

But I cannot read minds. I need to live with that uncertainty. At the same time, I need to look for whatever confirming and disconfirming evidence might be available—both professionally and in the other spheres of my life.

They Are All Norm-Base Tests, Brent

Track & field’s 100m sprint is a norm based test. Though it is not a cognitive test, it exhibits so many of the causes and symptoms that make norm-based tests so problematic. It is a test designed to rank participants by giving arbitrary weights to a collection of related skills and then claim a definitive result, in large part through the use of numbers. From the 100m sprint, we get a declaration at the Olympics of who is the World’s Fastest Man and Woman. But I just don’t buy it.

I have learned through the years that there are three main phases to the 100m spring. First is the start, then the acceleration phase and finally..well, I see and hear it called different things. The constant speed phase. The maintain phase. Whatever. The name is not important. What is important is that different sprinters have different strengths. Sure, if you are the best in the world at all three of them you are going to win, but that is quite rarely the case. Sha'Carri Richardson is stronger at the third phase than then first phase, as was Carl Lewis. 

When I was growing up, we did the 50 yard dash. The National Football League judges speed with a 40 yard dash. Indoor track has a 60m event.  International Track & Field does not use a 100 yard race, but rather a 109.36 yard race (i.e., 100m). Why these differences? Ummmm….well, one could offer different reasons to support one distance or another, but there’s no definite best answer. It is arbitrary which one we should use or respect most. However, the longer the distance, the more important that third phase is, and the shorter the distance the more important the other two phases are. 

When I was growing up, we did not get to use starting blocks. In fact, we had to begin from a standing start. Why prefer starting block or a standing start? There are reasons for each, even good reasons for each. One could go either way, so the decision is arbitrary. 

This is no different than big math or reading tests. Math and reading are each made up of a large variety of skills. How much should the SATs or the ACTs depend on calculation skills? How much on solving algebraic equations? How much on making sense of word problems? How much on drawing graphs and how much on reading graphs? Obviously, there are more skills than that, and there’s no definitive reasoning for how we should weigh them in order to come up with a final singular score. 

Any test that offers a final singular score is intended to sort and rank test takers. This totally makes sense at the Olympics and other sports competitions. But it is just about useless when it comes to teaching and learning. A track coach is not going to learn anything about what to tell an athlete by looking at 100m times. It says nothing about what they are good at, what they are bad at, what mistakes they are making, or where they might most benefit from further instruction or practice.

Normative tests are good for the final competition and useless for teaching and learning. 

Break down the three phases of the race into separate times and the coach can use their expert knowledge and experience to zero in on what phase is the weakest. Allow the coach to actually see their work (i.e., watch the race) and they can break it down further and zero in on useful coaching. 

But you can’t crown the World’s Fastest Man (or Woman) if you break it down like that. Which phase counts most? Should we focus on top speed? Best time over their fastest 20m? Fastest acceleration? Should the maintain phase be like 20m, or like 70m? 

Any test that reports a singular score is meant to sort and rank students. We cannot do that with profiles of proficiency with an array of different skills, but that is a whole different kind of test. And yet, those profiles are what are useful for teachers and students, what is useful for teaching and learning. 

Unfortunately, while not all standardized test are normative tests reporting a score of some arbitrary composite of different skills, almost all of them are. And that will always be a problem, perhaps even an obstacle to the process of education. 

What is the Purpose of Educational Measurement?

Well, that’s a bad title. I mean, I know what the purpose of educational measurement is. It is to report on status of test takers’ proficiency with particular knowledge, skills and/or abilities (i.e., KSAs), and perhaps to report on improvements in their proficiencies (i.e., learning).

And it is to do so in quantitative terms. Not all educational assessment is about quantification, but educational measurement is. I accept that.

So, what I am really wondering about is the scholarly, academic and researchy field of educational measurement. This field includes professors and others at universities, vast numbers of professionals working in industry (i.e., in both for-profit and non-profit organization), folks working in government departments of education (i.e., local, state and federal), and even solo practitioners (like me).

I am asking about the researchy stuff. I am asking about the purpose and goals in advancing the field of educational measurement. This is the stuff of academic journals and a variety of types of conferences. No, this is not the every day work of teaching or developing tests. Rather, this is the most creative and intellectual part of the field, where the state of the art gets created and pushed further. Where the field learns, grows and advances.

What is the learning and growth oriented towards. What is its purpose? It’s a somewhat large field, so I suppose that there can be a lot of goals, depending on the particular interests of the researcher and grant makers.

So, let me come at this from another direction.

Since the original edition of the handbook Educational Measurement (Lindquist, 1951), we have seen huge advances around the world in educational attainment and equity. Simply vast. In the United States we have seen an incredible lowering of the drop out rate, even as we have created state standards and even raised those standards.

I am not questioning the contributions of educational measurement to those advances, at least not today. Rather, I ask whether the advances in educational measurement in the last 70 years have been important to those incredible advances in education rates around the world?

If they have, I would love to know how. And if they have not, which I strongly suspect is the case, why not? What have 70 years of advances in the field of educational measurement been for, if not improving education for students, for communities and for nations?

I would really like to know.

Distractors Matter: Manipulating Item Difficulty with Distractors

One might think that the main determinant of a multiple choice item’s difficulty is the set of KSAs that a an item is targeting. One might think that item difficulty can be spotted through an examination of the stem (i.e., the item’s question or prompt). But one would be wrong.

The most important determinant of item difficulty is the distractors (i.e, the incorrect answer options).

An item without plausible distractors is going to be an easy item. That is, an item whose distractors can all be quickly and easily dismissed—even by those without the command of the targeted cognition—will be easy. We call this low bar for plausibility shallow plausibility or surface plausibility. Distractors must at least be shallowly plausible, and yet they often are not.

An item whose distractors are all shallowly plausible and deeply plausible will be a more difficult item. Deeply plausible distractors are those that require working through the item to dismiss, because they follow from mistakes in applying that targeted cognition.

The most difficult items often have distractors that are quite similar to the key (i.e., the correct answer option). They might differ in some subtle way from their corresponding key. They might rely on a minor point in a text to differentiate. They might be a good answer option, just not the best answer option. For example, they might not be false, and yet they might not contain as much truth as the key. Therefore, they might look like a good answer to a test taker who does not check all the answer options.

None of these possibilities involve changing the targeted cognition, the stem or the key. And yet, these different sorts of distractors or distractor sets can radically alter the empirical difficulty of an item.

Heck, distractors are so powerful that they shift the meaning of the evidence that an item collects from the targeted cognition to some other KSA(s).

Distractors Matter: Answer Option Order and Cognitive Complexity

Multiple choice (MC) items are not merely questions with a bunch of supplied answer options. They do not operate like constructed response (CR) or open-ended question. Unfortunately, too few people understand and appreciate how important answer options are to understanding how people respond to MC items.

While the famous Haladyna, Downing and Rodriquez list of item writing guidelines say that answer options should be placed in a logical order, they do not address the impact of that oder on how test takers work through an item. Sure, answer options could be ordered by length, put in alphabetical order or some sort of chronological order. But whatever rule one follows, it can have unintended impacts on the cognitive path that test takers work down to come to their choice.

Simply compare the cognitive path of placing the correct answer (i.e., the key) in the first position or in the last position.

For items such as mathematical calculations, putting the key first allows the test taker to skip all the other answer options entirely. But if the key is the last answer option, the test taker must consider (and perhaps compare to their answer) each of the other answer options before recognizing the key at last.

But if the item is perhaps less black and white, the test take might have to try to interpret and make sense of answer options, comparing each to their own thinking. If the key is first position, the test taker can quickly come to a sense that it matches their answer, select it and then move on. But if the key is last, the test taker has to figure out whether each distractor (i.e., an incorrect answer option) means what they are looking for, or whether it means something else. As they move through the list, they might lean a little bit more into a “Well, does it kinda mean the same thing?” sort of thinking.

Clearly, the order of answer options can impact how long it takes test takers to work through an item, and the sort of thinking they need to do—even without changing anything about any individual answer option. Different test taker strategies can also influence these, but distractors matter.

Obviously answer option order impacts the how test takers respond to items, right?

What is "Disciplinary Arrogance?"

Some disciplines seem more arrogant than others.

By that, I mean that some disciplines seem more willing than other disciplines to take their toolbox and lens and apply them to problems that they were not created to address.

By that, I mean that some disciplines seem less aware than other disciplines of other related disciplines and their toolboxes and lenses.

By that, I mean that some disciplines seem more dismissive than other disciplines of the answers and discussions generated within other disciplines.

Obviously, no discipline is intrinsically arrogant or humble. The tools, lenses and filters of any discipline lack anything like arrogance or humility. To be honest, those are just the wrong traits to apply to a discipline.

But by disciplinary arrogance, I do not merely mean that some people are more arrogant about their discipline than others. I do not refer to individuals. Rather, I think that it is something cultural, something that exists within communities and social groups, is shared and is passed on to future generations.

Perhaps the most arrogant discipline is economics. Economists seemly think that their toolbox applies to all problems and can generate useful—and perhaps even wise—answers to virtually any real world question. Heck, economists have even named their toolbox (i.e., “econometrics”) to make it easier for others to use.

Well, they actually took a bunch of statistical tools used across many disciplines and redubbed them collectively “econometrics.” Even when those statistical techniques are applies to data that is not economic in nature, economists still call it econometrics—as though they invented the tools.

Obviously, disciplinary humility would be the admission that the tools and lenses of a discipline are not the best tools to analyze a problem or situation. Once again, this is not a trait of the tools, but rather something cultural across the membership of a discipline.

Economics is not the only arrogant discipline. Clearly, arrogant disciplines perpetuate their attitude as novices are acculturated and educated into the discipline. Therefore, it is something that can be addressed ore even moderated, were the field to believe it appropriate to do so.

But how likely is that?

The Ambiguity of Item Difficulty

In the world of standardized assessment, item difficulty is empirically measured. That means that it is not a reference to conceptual difficulty of the  KSAs (knowledge, skills and/or abilities) that the item draws upon. Nor is it a reference to how advanced those KSAs are thought to be.

Rather, item difficulty is measured. It is the percent of test takers (or field test takers) who answered the item successfully. The math is a little more complicated for polytomously scored items (i.e., items for which test takers can receive partial credit), but the same basic concept holds. The statistic, p, is simply the percent of available points that test takers earn across the population. 

This makes the calculation item difficulty easy. However, it makes the meaning of item difficulty rather…ambiguous. 

Imagine some chemistry or mathematics item with a low p. That is, a relatively more difficult item. What does that low p tell us?

• Could it be that item is drawn from later in the course sequence, so test takers have had less time to practice its notable KSAs it and build upon them? Perhaps so late that some test takers’ classes had not covered it yet when they took the test?

• Could it be that the item is from an early topic, but is a particulary nasty application of the KSAs? That is, an application requiring a greater level of skill or understanding with the KSA(s) to answer successfully, as opposed to a more routine application?

• Could it be that the item combines a such a variety of KSAs that it provides an unusually large number of opportunities to reveal test takers’ potential misunderstandings? That is, different test takers might fall short for a range of different shortcomings in their KSAs?

• Could it be that item has speededness issues. That is, the item takes longer to complete successfully than most items, leading many test takers to simply—and perhaps wisely—to bail on it in order to use their time more efficiently. 

• Could it be a multiple choice item with a very tempting alternative choice. That is, a distractor that a very common misunderstanding in the targeted KSAs perfectly captures?

• Could it be a multiple choice item with a different sort of very tempting alternative choice? That is, a distractor that a very common mistake that is not tied to the targeted KSAs perfectly captures?

• Could it be a multiple choice item with yet another sort of very tempting alternative choice? That is, an unintentionally ambiguous distractor that many test takers read as a correct answer option, even though the test developers did not intend it to be correct?

• Could it be a multiple choice item with the converse problem? That is, an unintentionally ambiguous key (i.e., intended to be the correct answer option) that many test takers read to be an incorrect answer option, even though the test developers did not intend it to be incorrect?

• Could it bee that the item presents usual language to many test takers? That is, an item whose instructions are different than how many teachers explain that sort of task, such that many test takers are not quite clear on what is being asked of them?

• Could it be that the item has unrecognized fairness issues? That is, an item that includes some sort of construct-irrelevant and culturally-based knowledge? For example, use of some language that is well known to urban item developers and test takers, but not to exurban or rural test takers (e.g., bodega, bike path). 

• Could it be that the item targets KSAs that students often have more trouble learning or mastering? That is, the item’s low p is actually a reflection of the difficulty that students have in learning a particularly tricky or subtle lesson—something that is generally well known by teachers. 

Yes, some of these explanations suggest a poor quality item. Three of them are clearly items that should not be used, because they are bad items. Two others present debatable cases about whether they are bad items. I believe that one of those is a bad item, but the other is a question that the client would need to settle. But the other six explantions are not bad items. Whether the are appropriate for a test is a question of expert judgment that needs to be calibrated against the intentions for the test.

(And none of these explanations are about the different topic of cognitive complexity, though it is of conflated with item difficulty.)

So, you see, measuring item difficulty emprically is not sufficient to understand the item. Like all psychometric tools, it is not capable of providing test takers, students, teachers or policy-makers the kind of information that they need to improve instruction and/or educational outcomes for students. It does not even provide information about the capabilities of test takers (i.e., aid in criterion-based reporting). Rather, it is entirely oriented towards comparing test takers to each other (i.e., to aid in norm-based reporting), with shockingly little reference to the targeted constructs. 

Now Think?

There’s this moment that still looms large in my memory and in my current thinking from back when I was a sophomore in high school (i.e., back in the dark ages). I had just switched to a different French class mid-semester and I really liked my new teacher. This was my least favorite subject in high school, and the one I struggled with most. Madam asked a question of a student and while he was formulating his answer, she turned to the rest of the class and said, “Maintenant, pensez!” Or maybe it was, “Maintenance pensez, tout le mond!” Now think, everyone. I THINK she went on to say, in French, that she might call on anyone next.

This moment has stuck with me because it had not previously occurred to me that people might not be trying to figure out the answer for themselves while our classmate struggled. Weren’t we all already thinking? I thought that her reminder was funny, for being so unnecessary. 

Last week, I was listening to a Ezra Klein Show podcast with guest Ethan Mollick on how to use various AI and LLM tools, today. They were talking about merely wanting a correct or plausible answer, as compared to the hard work of thinking through a problem. Ezra keeps mentioning from episode to episode that generating an early draft is about thinking, and having an AI or intern do the work could give him a draft but it wouldn’t help him to figure out what he thinks or how he should think or whether he needs to rethink something. Ethan remarked, “People who like thinking like thinking.” 

This is a challenge in my work, has always been a challenge in my work. This was true when I was teaching. This was true when I worked in IT. And it is true as a researcher and in my assessment development work. It most definitely is true as a coach. How do we get people who might not actually like to think to actually think?

What is our future, with expanded artificial intelligence tools? It would be great if they could take some of the drudgery from our plates, but it seems that many people hope that AI can do the thinking for them. It seems that many people think that others would rather not think either, and the best thing that AI can do for us is to take responsibility for thinking and then just give us answers, results and shortcuts. That is not what I mean by drudgery. Of course, I—and all of my favorite people—like to think.

I don’t seen any gain for society by catering to people’s reticence to actually think. We need more thinking, not less. We need more care and deliberation in assessment development, and most every other field. 

Why We Don't Love ECD Evidence Statements

RTD is inspired by ECD, and we love the idea of thinking about item and test results as evidence—and so much that it implies. And yet, we do not love ECD’s structure of evidence statements (i.e., descriptions of what evidence of the targeted cognition might look like.)

The biggest problem that we see in ECD is that it calls for evidence, but does not offer any theory of evidence. Hence, RTD had to develop its own Small Theory of Evidence, the quality of evidence produced by an item or test is inversely proportional to its ability to produce or support Type I and/or Type II errors. That is, assessments and their items should not support false positive inferences or false negative inferences. 

Unfortunately, evidence statements—often inspired by ECD—do not account for the quality of the evidence they describe. Yes, such traits or qualities in test takers’ work products could be evidence of proficiency with the targeted cognition, but is it actually strong evidence in this case? Or, in this case, is it instead evidence of some other cognition. For example, is it instead evidence that the test taker recognized that they could plug the answer options back into the equation to see which one worked (i.e., back solving) instead of evidence that they solved the equation using the targeted cognition?

Evidence is often merely suggestive, instead of being proof in itself. Evidence is often ambiguous, and for that can be useful—to a limited degree. Evidence is rarely proof, instead it really needs corroboration to disentangle the ambiguities it suggests. This is the continuum of evidence quality. 

However, evidence statements do not acknowledge this ambiguity and are often confused with descriptions of proof of proficiency with the targeted cognition. Then, they understandably supplant the targeted cognition as assessment targets. Once that happens, Campbell’s Law kicks in. The evidence statement proxy replaces the underlying construct, and item developers target the proxy in whatever most convenient and efficient way they can. 

Efficiently targeting a proxy can improve reliability, but it comes at the expense of validity because the most efficient route to a proxy can be one that does not go through the actual construct. That is, the efficiency requirements of larger scale standardized tests hone that efficiency in addressing the wrong target, seriously degrading the validity of the inferences and decisions made based upon such an assessment. 

Evidence statements can help to identify potential evidence in a large volume of test taker work product, but that process then requires some other construct or procedure to evaluate that potential evidence for its actual quality. Alas, ECD does not offer that second structure, and test developers’ drive for efficiency can ride evidence statements to rather questionable levels of validity. Retrofitting the evidence statement structure to address this problem (i.e., what we call robust evidence statements) is cumbersome—likely beyond any practical use.

Thus, if evidence statements enable increasing reliability at the expense of validity, test developers need a structure that focuses on validity—on producing evidence of the targeted cognition. This is where RTD item logic comes in.

Who is to Blame for Test Results?

Not that long ago, we were caution by a very smart and thoughtful expert not to report—or perhaps even look for evidence of—misunderstanding or misapplications of the construct or targeted cognition of an assessment. They were concerned that doing so would have the effect of blaming the test taker (or student) for their lack of proficiency. We hear this idea from time to time, that tests should only report what test takers cando or what they do know.

We find this suggestion incredibly destructive of every meaningful purpose for an assessment, including informal assessments.

First, the most important thing that a real teacher can do is to recognize out what a student misunderstands, figure out the nature of their misunderstanding and then provide guidance and support that get them to greater understanding—and even proficiency or mastery. No, mere lecturers and explainers do not have to do this, but that is the difference between a teacher and those far easier roles. Formative assessment is all about looking for those misunderstandings so that teachers can do this special part of their jobs. Assessments must be designed to help teachers with this, and that cannot be done without looking for evidence of those misunderstandings and misapplications.

Second, there is nothing in reporting shortfalls from desired levels of proficiency that assign blame. We do not blame children for being physically short. We do not blame children for not being read to by their parents. We do not blame students for lacking eyeglasses, or for needing them. We do not blame any students for poor instruction, poor curriculum or a lack of appropriate classroom materials.

Yes, it is possible that some students have failed to study or do their homework, and perhaps most of them bear responsibility for that—but not even all of them. Yes, some students are responsible for not paying attention in class, but some distractions are beyond the ability of students to ignore (e.g., an ill family member).

There are so many reasons why a student or test taker might fall short of expectations or our desires for proficiency, and while some of them may fall at the feet of the student or test taker, most of them simply do not. Even disappointing shortcomings in the ease for learning particular types of things (e.g., my own klutziness and lack of straight memorizing abilities) are rarely something to blame students or test takers for.

This gets to the myth of meritocracy we see too often in education. Student success and accomplishments are driven by much more than student effort or even some conception of student ability. Parents, teachers and other influences bear so much responsibility for student successes (and shortcomings) that it would be insane to ascribe it merely to students’ own merit. Moreover, to the extent that there is some sort of innate ability level, it is not as though students earned that.

No, there is no blame involved in looking for evidence of or reporting shortfalls in student proficiency, just as students do not deserve credit for their very really accomplishments that are built upon their lucky advantages.

The Reading Wars and Kanji

Kanji is a writing system used in Japan and grounded in a very similar Chinese system. Rather than a small set of letters based on the sounds of words, it is a vastly larger set of characters based on the meaning of words. Students have to learn 2000-3000 characters in school, but there are upwards of 50,000 different kanji characters—though approximately half of them are more technical or otherwise largely confined to use in narrow contexts.

(Kanji characters can be combined to form a word, as the kanji for “Kyoto” is two characters, “capital” and “city,” because back when Kyoto was first written about, it was the capital of Japan. So, students must not only learn thousands of kanji characters, they must also learn the combinations used to write thousands more words.)

38 Words Written in Kanji

Japan also has a couple of (phonetic-based) alphabets, each larger than our own. But those alphabets have not supplanted kanji. They may be used alongside kanji, but kanji is the foundation of reading and writing in Japanese. (I will stop giving different links for kanji, but it is a fascinating topic that is far far far more complex than I have suggested.)

Now, our reading wars and claims around the so-called (and oft misunderstood) science of reading really boil down to how much instruction should a) lean into the use of our phonetically-based alphabet to sound out words when reading or b) push students to the more advanced recognition of words when reading (i.e., sight reading). I think it that it is pretty obvious that no educators actually advocate for purely-phonics-based instruction, just as none are against the inclusion of phonics; it is question of where the appropriate balance is.

It occurred to me this week that Japan simply cannot have these reading wars. Their primary writing system simply requires pure memorization of thousands of kanji characters. There is no fallback of sounding out words written with a kanji character. There is no fallback of sounding out words written with multiple kanji characters. Yes, one can sound out words written in hiragana or katakana, but not words written in kanji.

I wonder what this does to opportunities for academic success for Japanese students. I wonder if the challenges of memorizing kanji—both for writing and for reading—explains how much studying Japanese and Chinese students are so famous for doing. And I wonder how much we could learn about reading and writing instruction that might inform our reading wars if we looked at reading and writing instruction in Japan and China.

The Exception that Proves the Rule

There are a handful of expressions that used to contain some real wisdom, but in being shortened have become so inane that they even contradict their original wisdom.

For example, the original expression was “Imitation is the sincerest form of flattery that mediocrity can pay to greatness.” (Well, actually that’s Oscar Wilde’s version. Ironically, the original idea came from someone else in a somewhat different form.) Wilde’s expression made clear that the imitator marked themselves as merely mediocre, simply for imitating. This is an enormously condescending insult—Oscar Wilde’s wit, you know. But the shortened modern version, “Imitation is the sincerest form of flattery,” takes away everything insulting and condescending about the original. It takes away the tension in Wilde’s construction and refashions it into a kind of sincerity that means something different. It excuses imitation as being a a good thing—missing the moral valence of the word “flattery.” Heck, on the school yard it attempts to defang imitative mockery into some sort of compliment. Shortening it misses the point—and the wit!

The topical expression this month is “The exception proves the rule.” You see, that its not actually the real expression. The full expression—a legal explanation—is “The exception proves the rule in cases not excepted.” This idea is not the vapid suggestion that if there is a rule that there must be exceptions or that the existence of something that breaks a pattern serves to underscore the existence of a rule or pattern. No, that is all nonsensical.

What the original expression means is that if the law lists some exceptions, then there must be a rule that covered everything else. That is, even if the rule is not listed explicitly, the existence of the explanation of exceptions is enough to prove the existence of the real—though implicit—rule.

Section 3 of the 14th Amendment to the US Constitution reads:

No person shall be a Senator or Representative in Congress, or elector of President and Vice-President, or hold any office, civil or military, under the United States, or under any State, who, having previously taken an oath, as a member of Congress, or as an officer of the United States, or as a member of any State legislature, or as an executive or judicial officer of any State, to support the Constitution of the United States, shall have engaged in insurrection or rebellion against the same, or given aid or comfort to the enemies thereof. But Congress may by a vote of two-thirds of each House, remove such disability.

That last sentence, which I have italicized, is an exception. It explains how to create an exception to the general rule of prohibition. As so many have said, this sentence proves that no legislative action is needed to enforce the rules. In legal terms, the prohibition is self-enacting.