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Doing Something Truly Original in the Music of Program Evaluation

Is it possible to do something truly original in science?

How about in Quant evaluations in the social sciences?

The operative word here is "truly". I have in mind contributions that are "outside the box".

I would argue that standard Quant provides limited opportunity for originality. Yet, QuantCrit forces us to dig deep to arrive at original solutions - to reinterpret, reconfigure, and in some cases reinvent Quant approaches.

That is, I contend that Quant Crit asks the kinds of questions that force us to go outside the box of conventional assumptions and develop instrumentation and solutions that are broader and better. Yet, I qualify this by saying (and some will disagree), that doing so does not require us to give up the core assumptions that are at the foundation of Quant evaluation methods.

I find that developments and originality in jazz music closely parallel what I have in mind in discussing the evolution of genres in Quant evaluations, and what it means to conceive of and address problems and opportunities outside the box. (You can skip this section, and go straight to the final thoughts, but I would love to share my ideas with you here.)

An Analogy for Originality in the Artistry of Herbie Hancock

Last week I took my daughter, Maya, to see the legendary keyboardist Herbie Hancock perform live with Lionel Loueke, Terrance Blanchard and others. CHILLS along my spine, is how I would describe it. I found myself fixating on Hancock’s hand movements on the keys, and how he swiveled between the grand piano and the KORG synthesizer, and asking: "the improvisation is on-point all the time – how does he know how to go right there?"

Hancock, winner of an Academy award, and 14 Grammys, is a (if not the) major force in the evolution of jazz through the last 60 years, up to the contemporary scene.

His main start was in the 1960's as the pianist in Miles Davis' Second Great Quintet. (When Hancock was dispirited, Davis famously advised him "don't play the butter notes"). Check out this performance by the band of Wayne Shorter's composition "Footprints" from 1967 – note the symbiosis among the group and Hancocks respectful treatment of the melody.

In the 1970’s Hancock developed styles of jazz fusion and funk with the Headhunters (e.g., Chameleon.

Then in the 1980's Hancock explored electro styles, capped by the song "Rockit" – a smash that straddled jazz, pop and hip-hop. It featured scratch styling and became a mainstay for breakdancing (in upper elementary school I co-created a truly amateurish school play that ended in an ensemble Rockit dance with the best breakdancers in our school). Here's Hancock's Grammy performance.

Below is a picture of Hancock from the other night with the strapped synth popularized through the song Rockit.

Hancock did plenty more besides what I mention here, but I narrowed his contributions to just a couple to help me make my point.

His direction, especially with funk fusion and Rockit, ruffled the feathers of more than a few jazz purists. He did not mind. His response was "I have to be true to myself…it was something that I needed to do….because it takes courage to work outside the box…and yet, that’s where the growth lies”.

He also recognized that the need for progression was not just to satisfy his creative direction, but to keep the audience listening; that is, for the music, jazz, to stay alive and relevant. If someone asserts that "Rockit" was a betrayal of jazz that sacrilegiously crossed over into pop and hip-hop, I would counter argue that it opened up the world of jazz to a whole generation of pop listeners (including me). (I recognize similar developments in the genre-crossing works of recent times by Robert Glasper.)

Hancock is a perfect case study of an artist executing his craft (a) fearlessly, (b) not with the goal of pleasing everyone, (c) with the purpose of connecting with, and reaching new audiences, (d) by being open to alternative influences, (e) to achieve a harmonious melodic fusion (moving between his KORG synth, a grand piano), and (f) with constant appreciation reflection of the roots and fundamentals.

Coming Back to the Idea of the Fusion of Quant with Quant Crit in Program Evaluation

Society today presents us with situations that require critical examination of how we use the instruments on which we are trained, and an audit of the effect they have, both intended and unintended. It also requires that we adapt the applications of methods that we have honed for years. The contemporary situation poses the question: How can we expand the range of what we can do with the instruments on which we are trained, given the solutions that society needs today, recognizing that any application has social ramifications? I have in mind the need to prioritize problems of equity and social and racial justice. How do we look past conventional applications that limit the recognition, articulation, and development of solutions to important and vexing problems in society?

Rather than feeling powerless and overwhelmed, the Quant evaluator is very well positioned to do this work. I greatly appreciate the observation by Frances Stage on this point:

"…as quantitative researchers we are uniquely able to find those contradictions and negative assumptions that exist in quantitative research frames"

This is analogous to saying that a dedicated pianist in classic jazz is very well positioned to expand the progressions and reach harmonies that reflect contemporary opportunities, needs and interests. It may also require the Quant evaluator to expand his/her arrangements and instrumentation.

As Quant researchers and evaluators, we are most familiar with the "rules of playing" that reinforce "the same old song" that needs questioning. Quant Crit can give us the momentum to push the limits of our instruments and apply them in new ways.

In making these points I feel a welcome alignment with Hancock's approach: recognizing the need to break free from cliché and convention, to keep meaningful discussion going, to maximize relevance, to get to the core of evaluation purpose, to reach new audiences and seed/facilitate new collaborations.

Over the next year I'll be posting a few creations, and striking in some new directions, with syncopations and chords that try to maneuver around and through the orthodoxy – "switching up" between the "KORG and the baby grand" so to speak.

Please stay tuned.

SREE 2024: On a Mission to Deepen my Quant and Equity Perspectives

I am about to get on the plane to SREE

I am excited, but also somewhat nervous.

Why?

I'm excited
to immerse myself in the conference – my goal is to try to straddle paradigms of criticality, and the quant tradition. SREE historically has championed empirical findings using rigorous statistical methods.

I'm excited
because I will be discussing intersectionality – a topic of interest that emerged from attending a series of Critical Perspectives webinars hosted by SREE in the last few years. I want to try to pay it back by moving the conversation forward and contributing to the critical discussion.

I'm nervous
because the topic of intersectionality is new for me. The idea cuts across many areas - law, sociology, epidemiology, education. It’s a vast subject area with various literature streams. I am new to it. It also gets at social justice issues that I am not used to talking about, and I want to express those clearly and accurately. I understand the power and privilege of my words and presentation and want the audience to continue to inquire and move the conversation forward.

I'm nervous
Because issues of quantitative criticality require a person to confront their deeper philosophical commitments, assumptions, and theory of knowledge (epistemology). I have no problem with that; however, a few of my experimentalist colleagues have expressed a deep resistance to philosophy. One described it as merely a “throat clearing exercise”. (I wonder: Will those with a positivist bent leave my talk in droves?)

What is intersectionality anyways, and why was I attracted to the idea? It originates in the legal-scholarly work of Kimberle Crenshaw. She describes a court case filed against GM:

"In DeGraffenreid, the court refused to recognize the possibility of compound discrimination against Black women and analyzed their claim using the employment of white women as the historical base. As a consequence, the employment experiences of white women obscured the distinct discrimination that Black women experienced."

The courts refusal to "acknowledge that Black women encounter combined race and sex discrimination implies that the boundaries of sex and race discrimination doctrine are defined respectively by white women's and Black men's experiences."

The justices refused to recognize that hiring practices by GM compounded discrimination across specific intersections of socially-recognized categories (i.e., Black women). The issue is obvious but can be made concrete with an example. Imagine the following distribution of equally-qualified candidates. The court judgment would not have recognized the following situation of compound discrimination:

Why did intersectionality spike my interest in the first place? In the course of the SREE Critical Perspectives seminars, it occurred to me that intersectionality was a concept that bridged what I know with what I want to know.

I like representing problems and opportunities in education in quantitative terms. I use models. However, I also prioritize understanding of the limits of our models, with reality serving as the ultimate check of the validity of the representation. Intersectionality, as a concept, pits out standard models against a reality that is both complex and socially urgent.

Intersectionality as a bridge:

Intersectionality presents an opportunity to reconcile two worlds, which is a welcome puzzle to work on.

Here’s how I organized my talk. (See the postscript for how it went.)

1. My positionality: I discussed my background "where I am coming from": including that most of my training is in quant methods, that I am interested in problems of causal generalizability, that I don’t shy away from philosophy, and that my children are racialized as mixed-race and their status inspired my first hypothetical example.
2. I summarized intersectionality as originally conceived. I reviewed the idea as it was developed by Crenshaw.
3. I reviewed some of the developments in intersectionality among quantitative researchers who describe their work and approaches as "quantitative intersectionality".
4. I explored an extension of the idea of intersectionality through the concept of "unique to group" variables: I argued for the need to diversify our models of outcomes and impacts to take into account moderators of impact that are relevant to only specific groups and that respect the uniqueness of their experiences. (I will discuss this more in another blog that is soon to come.)
5. I provided two examples, one hypothetical, and one real that clarified what I mean by the role of "unique to group" variables.
6. I summarized the lessons.

There were some other exceptional talks that I attended at SREE, including:

1. Promoting and Defending Critical Work: Navigating Professional Challenges and Perceptions
2. Equity by Design: Integrating Criticality Principles in Special Education Research
3. An excellent Hedges Lecture by Neil A. Lewis "Sharing What we Know (and What Isn’t So) to Improve Equity in Education"
4. Design and Analysis for Causal Inferences in and across Studies

Postscript: How it went!

The other three talks in the session in which I presented (Unpacking Heterogeneous Effects: Methodological Innovations in Educational Research) were excellent. They included a work by Peter Halpin on a topic that I have been puzzled by for a while, specifically, how item-level information can be leveraged to assess program impacts. We almost always assess impacts on scale scores from “ready-made” tests that are based on calibrations of item-level scores. In an experiment one effectively introduces variance into a testing situation and I have wondered what it means for impacts to register at the item level, because each item-level effect will likely interact with the treatment effect. So “hats off” to linking psychometrics and construct validity to discussion of impacts.

As for my presentation, I was deeply moved by the sentiments that were expressed by several conference goers who came up to me afterwards. One comment was "you are on the right track". Others voiced an appreciation for my addressing the topic. I did feel THE BRIDGING between paradigms that I hoped to at least set in motion. This was especially true when one of the other presenters in the session, who had addressed the topic of effect heterogeneity across studies, commented: “Wow, you’re talking about some of the very same things that I am thinking”. It felt good to know that this convergence happened in spite of the fact that the two talks could be seen as very different at the surface level. (And no, people did not leave in droves.)

Thank you Baltimore! I feel more motivated than ever. Thank you SREE organizers and participants.

Treating myself afterwards…

A special shoutout to Jose Blackorby. In the end, I did hang up my tie. But I haven’t given up on the idea – just need to find one from a hot pink or aqua blue palette.

Considerations for Conducting Research in Digital Learning Platforms

Along with Digital Promise and members of the initial SEERNet research teams, we recently authored a paper illustrating some of the mindset shifts necessary when conducting research using digital learning platforms.

Researchers with traditional backgrounds may need to think flexibly about how to frame their research questions, collaborate closely with developers, identify log data that can inform implementation, and consider iterative study designs.

The paper builds on prior publications and discussions within SEERNet and the broader DLP-as-research infrastructure movement, visit SEERNet.org for more information.

Read the full paper here

AERA 2024 Annual Meeting

We had an inspiring trip to Philadelphia last month! The AERA conference theme was Dismantling Racial Injustice and Constructing Educational Possibilities: A Call to Action. We presented our latest research on the CREATE study, were able to spend time with our CREATE partners, and attend several captivating sessions on topics including intersectionality, QuantCrit methodology, survey development, race-focused survey research, and SEL. We came away from the conference energized and eager to apply this new learning to our current studies and for AERA 2025!

Thursday, April 11, 2024

Kimberlé Crenshaw 2024 AERA Annual Meeting Opening Plenary—Fighting Back to Move Forward: Defending the Freedom to Learn In the War Against Woke

Kimberlé Crenshaw’s opening plenary explored the relationship between our education system and our democracy, including censorship issues and what Crenshaw describes as a “violently politicized nostalgia for the past.” She brought in her own personal experience in recent years as she has witnessed terms that she coined, including “intersectionality,” being weaponized. She encouraged AERA attendees to fight against censorship in our institutions, and suggested that attendees check out the African American Policy Forum (AAPF) and the Freedom to Learn Network. To learn more, check out Intersectionality Matters!, an AAPF podcast hosted by Kimberlé Crenshaw.

Friday, April 12, 2024

Reconciling Traditional Quantitative Methods With the Imperative for Equitable, Critical, and Ethical Research

We were particularly excited to attend a panel on Reconciling Traditional Quantitative Methods With the Imperative for Equitable, Critical, and Ethical Research, as our team has been diving into the QuantCrit literature and interrogating our own quantitative methodology in our evaluations. The panelists embrace quantitative research, but emphasize that numbers are not neutral, and that the choices that quantitative researchers make in their research design are critical to conducting equitable research.

Nichole M. Garcia (Rutgers University) discussed her book project on intersectionality. Nancy López (University of New Mexico) encouraged researchers to consider additional questions about “street race” including “What race do you think that others assume what race you are” to better understand the role that the social construction of race plays in participants’ experiences. Jennifer Randall (University of Michigan) encouraged researchers to administer justice-oriented assessments, emphasizing that assessments are not objective, but rather subjective tools that reflect what we value and have historically contributed to educational inequalities. Yasmiyn Irizarry (University of Texas at Austin) encouraged researchers to do the work of citing QuantCrit literature when reporting quantitative research. (Check out #QuantCritSyllabus for resources compiled by Yasmiyn Irizarry and other QuantCrit scholars.)

This panel gave us food for thought, and pushed us to think through our own evaluation practices. As we look forward to AERA 2025, we hope to engage in conversations with evaluators on specific questions that come up in evaluation research, such as how to put WWC standards into conversation with QuantCrit methodology.

The Impact of the CREATE Residency Program on Early Career Teachers’ Well-Being

Andrew Jaciw, Mayah Waltower, and Lindsay Maurer presented on The Impact of the CREATE Residency Program on Early Career Teachers’ Well-Being, focusing on our evaluation of the CREATE program. The CREATE Program at Georgia State University is a federally and philanthropically funded project that trains and supports educators across their career trajectory. In partnership with Atlanta Public Schools, CREATE includes a three-year residency model for prospective and early career teachers who are committed to reimagining classroom spaces for deep joy, liberation and flourishing.

CREATE has been awarded several grants from the U.S. Department of Education, in partnership with Empirical Education as the independent evaluators. The grants include those from Investing in Innovation (i3), Education Innovation and Research (EIR), and Supporting Effective Educator Development (SEED). CREATE is currently recruiting the 10th cohort of residents.

During our presentation, we looked back on promising results from CREATE’s initial program model (2015–2019), shared recent results suggesting possible explanatory links between mediators and outcomes (2021–22), and discussed CREATE evolving program model and how to identify/align more relevant measures (2022–current).

The following are questions that we continue to ponder.

• What additional considerations should we take into account when thinking about measuring the well-being of Black educators?
• Certain measures of well-being, such as the Maslach Burnout Inventory for Educators, respond to a more narrow definition of teacher well-being. Are there measures of teacher well-being that reflect the context of the school that teachers are in and/or that are more responsive to different educational contexts?
• Are there culturally-responsive measures of teacher well-being?
• How can we measure the impacts of concepts relating to racial and social justice in the current political context?

Please reach out to us if you have any resources to share!

Survey Development in Education: Using Surveys With Students and Parents

Much of what I do as a Research Assistant at Empirical Education is to support the design and development of surveys, so I was excited to have the chance to attend this session! The authors’ presentations were all incredibly informative, but there were three in particular that I found especially relevant. The first was a paper presented by Jiusheng Zhu (Beijing Normal University) that analyzed the impact of “information nudges” on students’ academic achievement. This paper demonstrated how personalized, specific information nudges about short-term impacts can encourage students to modify their behavior.

Jin Liu (University of South Carolina) presented a paper on the development and validation of an ultra-short survey scale aimed at assessing the quality of life for children with autism. Through the use of network analysis and strength centrality estimations, the scale, known as Quality of Life for Children with Autism Spectrum Disorder (QOLASD-C3), was condensed to a much shorter version that targets specific dimensions of interest. I found this topic particularly interesting, as we are always in the process of refining our survey development processes. Finding ways to boost response rates and minimize participant fatigue is crucial in ensuring the effectiveness of research efforts.

In the third paper, Jennifer Rotach and Davie Store (Kent ISD) demonstrated how demographics play a role in how students score on assessments. The authors explained how disaggregating the data is sometimes necessary to ensure that all students’ voices are heard. They explain that in many cases, school and district decisions are driven by average scores, often leading to the exclusion of those who are above or below the average. The authors explain that in some cases, disaggregating survey data by demographics (such as race, gender, or disability status) may be the most helpful in uncovering a different story than just the “average” will tell.

— Mayah

Sunday, April 14, 2024

Conducting Race-Focused Survey Research in the P-20 System during the Anti-Woke Political Revolt

The four presentations in the symposium titled Conducting Race-Focused Survey Research in the P–20 System During the Anti-Woke Political Revolt focused on tensions, challenges, and problem-solving throughout the process of developing the Knowledge, Beliefs, and Mindsets (KBMs) about Equity in Educators and Educational Leadership Survey. On the CREATE project, where we are constantly working to improve our surveys and center racial equity in our work, we are wrestling with similar dilemmas in terms of sociopolitical context. Therefore, it was very eye-opening to hear panelists talk through their decision-making throughout the entire survey development process. The North Carolina State We-LEED research team walked through their process step-by-step, from conceptualization to the grounding literature and conceptual framing, and instrument development to cognitive interviews, and sample selection to recruitment strategies.

I particularly enjoyed hearing about cognitive interviews, where researchers asked participants to voice their inner monologue while taking the survey, so that they could understand participant feedback and be responsive to participant needs. It was also very helpful to hear the panelists reflect on their positionality and how their positionality connected to their research. I am highly anticipating reviewing this survey when it is finalized!

— Lindsay

Contemporary Approaches to Evaluating Universal School-Based Social Emotional Learning Programs: Effectiveness for Whom and How?

I was excited to attend a session focused on Social Emotional Learning (SEL), a topic that directly relates to the projects I am currently involved in. The symposium featured four papers that all highlighted the importance of conducting high-quality evaluations of Universal School-Based (USB) SEL initiatives.

In the first paper, Christina Cipriano (Yale University) presented a meta-analysis of studies focusing on SEL. This meta-analysis demonstrated that of the studies reviewed, SEL programs that were delivered by teachers showed greater improvements in SEL skills. This paper also provided evidence that programs that taught intrapersonal skills before teaching interpersonal skills showed greater effectiveness.

The second paper was presented by Melissa Lucas (Yale University) and underscored the necessity of including multilingual students in USB SEL evaluations, emphasizing the importance of considering these students when designing and implementing interventions.

Cheyeon Ha (Yale University) presented recommendations from the third paper, which underscored this point for me. The third paper was a meta-analysis of USB SEL studies in the U.S., and it showed that less than 15% of the studies it reviewed included student English Language Learner (ELL) status. Because students with different primary languages may respond to SEL interventions differently, understanding how these programs work on students based on ELL status is important and useful in better understanding an SEL program.

The final paper (presented by Christina Cipriano) provided methodological guidance, which I found particularly intriguing and thought-provoking. It highlighted the importance of utilizing mixed methods research, advocating for open data practices, and ensuring data accessibility and transparency for a wide range of stakeholders.

As we continue to work on projects aimed at implementing SEL and enhancing students’ social-emotional skills, the insights shared in this symposium will undoubtedly prove valuable in our efforts to conduct high-quality evaluations of SEL programs.

— Mayah

Looking Back to Move Forward

We recently published a paper in collaboration with Digital Promise illustrating the historical precedents for the five digital learning platforms that SEERNet comprises. In “Looking Back to Move Forward,” we trace the technical and organizational foundations of the network’s current efforts along four main themes.

By situating this innovative movement alongside its predecessors, we can identify the opportunities for SEERNet and others to progress and sustain the mission of making research more scalable, equitable, and rigorous.

Read the paper here.