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SPRINGER BRIEFS IN EDUCATION Jaap Scheerens Editor Opportunity to Learn, Curriculum Alignment and Test Preparation A Research Review 123 SpringerBriefs in Education More information about this series at http://www.springer.com/series/8914 Jaap Scheerens Editor Opportunity to Learn, Curriculum Alignment and Test Preparation A Research Review With Contributions from: Marloes Lamain Hans Luyten Peter Noort 123 Editor JaapScheerens Oberon Research andConsultancy Utrecht TheNetherlands ISSN 2211-1921 ISSN 2211-193X (electronic) SpringerBriefs inEducation ISBN978-3-319-43109-3 ISBN978-3-319-43110-9 (eBook) DOI 10.1007/978-3-319-43110-9 LibraryofCongressControlNumber:2016946940 ©TheAuthor(s)2017 Thisworkissubjecttocopyright.AllrightsarereservedbythePublisher,whetherthewholeorpart of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission orinformationstorageandretrieval,electronicadaptation,computersoftware,orbysimilarordissimilar methodologynowknownorhereafterdeveloped. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publicationdoesnotimply,evenintheabsenceofaspecificstatement,thatsuchnamesareexemptfrom therelevantprotectivelawsandregulationsandthereforefreeforgeneraluse. The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authorsortheeditorsgiveawarranty,expressorimplied,withrespecttothematerialcontainedhereinor foranyerrorsoromissionsthatmayhavebeenmade. Printedonacid-freepaper ThisSpringerimprintispublishedbySpringerNature TheregisteredcompanyisSpringerInternationalPublishingAGSwitzerland Acknowledgments This study was carried out as cooperation between Oberon Research and ConsultancyandtheDepartmentofResearchMethodology,MeasurementandData Collection of the University of Twente. The work was supported by a grant from NRO, the Netherlands Initiative for Educational Research in The Hague. v Contents 1 Focus and Design of the Review Study ... .... .... .... ..... .... 1 Jaap Scheerens 2 Conceptualization ... .... ..... .... .... .... .... .... ..... .... 7 Jaap Scheerens 3 Meta-Analyses and Descriptions of Illustrative Studies .. ..... .... 23 Jaap Scheerens 4 Review and “Vote Count” Analysis of OTL-Effect Studies .... .... 55 Marloes Lamain, Jaap Scheerens and Peter Noort 5 Predictive Power of OTL Measures in TIMSS and PISA ..... .... 103 Hans Luyten 6 Recapitalization, Implications for Educational Policy and Practice and Future Research... .... .... .... .... ..... .... 121 Jaap Scheerens vii About the Book Alignment between educational goals, intended and implemented curricula, and educational outcomes is considered as a characteristic of effective education. The expectation is that better alignment leads to better student performance. The con- cept of opportunity to learn, abbreviated as OTL, is commonly used to compare contentcovered,aspartoftheimplementedcurriculum, withstudentachievement. Assuchitistobeseenasafacetofthebroaderconceptof“alignment.”Oneofthe aims of this study is to further clarify these concepts, identify how they have been used in research studies, and are employed in practice; the other major aim is to assess the state of the art on OTL effects. This is done on the base of review of meta-analyses, review of 51 research studies carried out during the last twenty years,andasecondaryanalysisofTIMSSandPISAresults.Theresultsofthestudy indicate a modest, but educationally significant effect size for OTL. Legitimate forms of test preparation are seen as a promising approach to optimize OTL. Enhancing the curricular validity of high-stakes tests and closer monitoring of alignment chains are seen asrelevant interventions for educational policy aimed at improving OTL. ix Chapter 1 Focus and Design of the Review Study Jaap Scheerens Abstract Alignment between educational goals, intended and implemented cur- ricula and educational outcomes is considered as a characteristic of effective edu- cation.Theexpectationisthatbetteralignmentleadstobetterstudentperformance. The concept of Opportunity to Learn, abbreviated as OTL, is commonly used to compare content covered, as part of the implemented curriculum, with student achievement.Assuchitistobeseenasafacetofthebroaderconceptof“alignment”. Oneoftheaimsofthisstudywastofurtherclarifytheseconcepts,identifyhowthey havebeenusedinresearchstudies,andareemployedinpractice.Asecondmajoraim ofthisstudywastoreviewthestateoftheartonresearchonOTLeffectsbymeansof a search for meta-analyses and recent primary studies. The following research questionswereaddressed:(1)Whichfacetsaretobedistinguishedinclarifyingthe overall concept of OTL, and how are these to be placed as part of more general modelsofeducationalalignmentandsystemicreform?(2)Whatistheaverageeffect size of OTL (association of OTL with student achievement outcomes), as evident from available meta-analyses, review studies, secondary analyses of international data-setsand(recent)primaryresearchstudies?(3)Whataretheimplicationsofthe resultson(1)and(2)foreducationalpolicyandpractice? Study Aims and Research Questions Alignment between educational goals, intended and implemented curricula and educational outcomes is considered as a characteristic of effective education. The expectationisthatbetteralignmentleadstobetterstudentperformance.Theconcept J.Scheerens(&) UniversityofTwente,Enschede,TheNetherlands e-mail:[email protected] J.Scheerens Oberon,Utrecht,TheNetherlands ©TheAuthor(s)2017 1 J.Scheerens(ed.),OpportunitytoLearn,CurriculumAlignment andTestPreparation,SpringerBriefsinEducation, DOI10.1007/978-3-319-43110-9_1 2 J.Scheerens ofOpportunitytoLearn,abbreviatedasOTL,iscommonlyusedtocomparecontent covered,aspartoftheimplementedcurriculum,withstudentachievement.Assuchit istobeseenasafacetofthebroaderconceptof“alignment”.Oneoftheaimsofthis studyistofurtherclarifytheseconcepts,identifyhowtheyhavebeenusedinresearch studies,andareemployedinpractice.Althoughopportunitytolearnwasoriginally studied within the context of curriculum research, it has also obtained a place in educational effectiveness research. Within this research orientation OTL is seen as “aneffectivenessenhancingcondition”andcanbecomparedwithothersuchfactors foritsinfluenceonstudentachievement.Asamatteroffact,resultsofmeta-analyses would suggest that OTL has a relatively substantial average-effect size when it is compared to other effectiveness enhancing conditions, such as learning time and instructional leadership (Scheerens 2016). Yet, the number of meta-analyses and reviewstudiesontheeffectsofOTLisratherlimited.Thisstudyseekstomakeastep towards updating the state of the art, by means of a search for meta-analyses and recentprimarystudies. Several recent trends in the ongoing global efforts to improve the quality of educationprovidefurtherperspectivetoassessingthestateoftheartonOTL,these are alignment within the context of systemic reform, the accountability movement, and task related cooperation between teachers. Alignment Within the Context of Systemic Reform In influential reports by the OECD and McKinsey the quality of educational sys- tems is considered in systemic terms, as a whole of impulses and mechanisms at system, school and classroom level (OECD 2010; McKinsey & Company 2010). Alignmentbetweenlevelsinvariousfunctionaldomainsisakeyconceptinfinding out why certain educational systems do better than others. The expectation is that systems do better when aims, objectives, curricula and assessment programs are well-aligned. The conceptualanalysisinthisreport,starting outfrom OTL intends to further clarify the complexity of alignment between “curricular elements” and opens up discussion on alternative interpretations, for example by comparing proactive structuring and retroactive planning. Accountability and Its Influence on Teaching As indicated in the above, OTL originates from curriculum theory and research. According to a pro-active logic, aims are operationalized to standards, worked out asintendedcurricula,whichareexpectedtobeimplementedwithacertainfidelity, and finally evaluated and assessed, by means of examinations and formative and summative assessment. This is still a valid logic, although developments in the

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This book provides a review of the effectiveness of Opportunity to Learn (OTL) operationalized as the association between OTL and student achievement. In addition, it presents an elaborate conceptual map in which OTL is regarded as part of a larger concept of curriculum alignment. Major components o
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