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The Art and Science of Test Development—Part G

Psychometric/technical statistical analysis: External


                              Kevin S. McGrew, PhD.

                               Educational Psychologist

                              Research Director
                          Woodcock-Muñoz Foundation




    The basic structure and content of this presentation is grounded extensively on the test
                development procedures developed by Dr. Richard Woodcock
“In god we trust….all others must show data”
               (unknown source)




                                 Test authors and
                                  publishers have
                                 standards-based
                              responsibility to provide
                              supporting psychometric
                              technical information re:
                                 tests and battery

                             Typically in the form of a series of
                             technical chapters in manual or a
                                separate technical manual
Calculate psychometric/measurement
statistics for technical manual/chapters




                                With external measures




  Use Joint Test Standards as a guide
External evidence is
Theoretical Domain - CHC      g                          focused on
                                                     relations between
                                                         test battery
                                                    variables (measures
                                                    or latent constructs)
                                                           and other
                                                    external (outside of
 Gf                 Gv              Glr        Gs           battery)
                                                          constructs,
                                                        measures, or
                                                            criteria
          Gc                Gsm           Ga




  Measurement or empirical domain
External Stage of Test Development

Purpose                Examine the external relations among the focal construct (i.e.,
                       intelligence or cognitive abilities) and other constructs and/or
                       subject characteristics
Questions asked        Do the focal constructs and observed measures “fit” within a
                       network of expected construct relations (i.e., the nomological
                       network)
Method and concepts    •   Group differentiation
                       •   Structural equation modeling
                       •   Correlation of observed measures with other measures
                       •   Multitrait-Multimethod matrix
Characteristics of     • Focal constructs vary in theorized ways with other constructs
strong test validity   • Measures of the constructs differentiate existing groups that
program                  are known to differ on the constructs
                       • Measures of focal constructs correlate with other validated
                         measures of the same constructs
                       • Theory-based hypotheses are supported, particularly when
                         compared to rival hypotheses
External Stage of Test Development

Purpose                Examine the external relations among the focal construct (i.e.,
                       intelligence or cognitive abilities) and other constructs and/or
                       subject characteristics
Questions asked        Do the focal constructs and observed measures “fit” within a
                       network of expected construct relations (i.e., the nomological
                       network)
Method and concepts    • Correlation of observed measures with other measures

Characteristics of     • Measures of focal constructs correlate with other validated
strong test validity     measures of the same constructs
program
Concurrent external validity example:
     WJ III GIA clusters correlations with other IQ
               battery full scale scores




Provide evidence at select key age groups (related to intended age range
               and purpose of battery) in normal samples
Concurrent external validity example:
        WJ III Achievement (reading, math, writing) cluster correlations
               with measures from other (external) ach. batteries




Provide evidence at select key age groups (related to intended age range and purpose of battery) in normal samples
Concurrent external validity example:
           Comparative predictive validity (of achievement)

  Comparisons of correlations (across reading, math, written language, and total
achievement domains) of the average WJ III GIA and Predicted Achievement score
   options and full scale scores from other (external) major intelligence batteries


                 Other
                Battery            WJ III           WJ III                WJ III
               Total (Full         Pred.             GIA-                  GIA-
              Scale) Score         Ach.            Extended              Standard
DAS                .41                --               .52                   .47
WPPSI-R            .37                --               .52                   .47
WISC-III           .50               .68               .67                   .63
WAIS-III           .39               .56                --                   .56
KAIT               .53               .56                --                   .56


        Provide evidence at select key age groups (related to intended age range
                       and purpose of battery) in normal samples
External Stage of Test Development

Purpose                Examine the external relations among the focal construct (i.e.,
                       intelligence or cognitive abilities) and other constructs and/or
                       subject characteristics
Questions asked        Do the focal constructs and observed measures “fit” within a
                       network of expected construct relations (i.e., the nomological
                       network)
Method and concepts    • Correlation of observed measures with other measures

Characteristics of     • Focal constructs vary in theorized ways with other constructs
strong test validity   • Measures of focal constructs correlate with other validated
program                  measures of the same constructs
• Focal constructs vary in theorized ways with other constructs
• Measures correlate with other validated measures of the same constructs
      (select illustrative examples—concurrent external validity correlations)




                                                                                 ?
• Focal constructs
  vary in theorized
  ways with other
     constructs

   • Measures
    correlate with
   other validated
  measures of the
  same constructs

 (select illustrative
      example—
   exploratory factor
   analysis of select
  WJ III and WISC-III
         tests)
• Focal constructs vary in theorized ways with other constructs
• Measures correlate with other validated measures of the same constructs
      (select illustrative example—WJ III Block Rotation [Gv-Vz] correlation
                        with WISC-III tests in grade 3-5 sample)



                                                       WJ III
                                                      BLKROT
                    WISC-III Tests
           Information                                   0.27
           Coding                                        0.08
           Similarities                                  0.29
           Picture Arangment                             0.14
           Arithmetic                                    0.09
           Block Design                                  0.38
           Vocabulary                                    0.23
           Object Assembly                               0.31
           Comprehension                                 0.15
           Symbol Search                                 0.23
           Digit Symbol                                  0.08

    Note: Absolute magnitude of correlations artificially low due to sample range restriction.
                  Important observation is relative magnitude of correlations
• Focal constructs
  vary in theorized
  ways with other
     constructs

   • Measures
    correlate with
   other validated
  measures of the
  same constructs

 (select illustrative
      example—
  confirmatory factor
   analysis of select
  WJ III and WISC-III
         tests)




 Phelps et al. (2005)
 WISC-III/WJ III cross-
  battery (joint) CFA
Phelps et al. (2005) WISC-III/WJ III cross-battery (joint) CFA
RDGFLZ                        LWIDNTZ                   PSGCMPZ
              r42                                                                                                r44
                                               r43                                .24
            .36                                            .26         .50                                  .64                  r22
r1                                                                                        .19                      WMATRSS
      KAUDCSS        .77                                                                                     .69
                                                    .69                                                            KLOGSTSS      r23
r2                                  .76
       KDEFSS                                                                                                      KMYSCSS       r24
                      .21                                         Grw
r3                                                                                        Gf                 .67
      KDOUBMSS                                 .30                                                                               r25
                      .53                                                                                          ANLSYNZ
                                                                                                             .50
r4                                                                                                                 CONFRMZ       r26
      VRBCMPZ                                                                                   f8         .67
                    .85                                                      f9
                       .69                                        .70                                                            r27
r5                                       Gc                                                                        WPICCSS
      WCOMPSS                                                                                              .52
                    .83                                                            .89                        .47 WPICASS        r28
r6
      WVOCSS                                   f1                .70
                    .73                                                                                      .80                 r29
                                                                                                                       WBDSS
r7
      WINFOSS                                                           g            f7                                          r30
                                    f10                                           .66                        .64 SPARELZ
r8                                                                                                                               r31
      WSIMSS         .59                   .72                                                              .60    BLKROTZ
                                                                                         Gv
                                                                             .71
r9    WARITHSS                     Gq                                                                                            r32
                             .90                                                                                       VISCLOZ
                                                                                                             .32
            .24                          .51
r10                                                                                                                    PICRECZ   r33
      MEMSENZ .47                                                                                    .21    .36
                                                                                                                   DECSPDZ       r34
r11
      MEMWRDZ                        .80
                                                     .73Joint WJ III/WAIS-III/WMS-III/KAIT CFA r35
                                                                            .45   CRSOUTZ
r12                  .55                   Gregg/Hoy College LD/NLD (n=200) Sample—Analysis by K. McGrew
      AWKMEMZ                                                                                                                    r36   .38
                                   Gsm                                                         .54           .69 VISMAT2Z
r13                  .80                                    (This is NOT the complete model..only portion that
      NUMREVZ                                                                                              r37
                     .66                                                                      RETFLUZ
                                                                      includes Gv factor information)
r14                                 f2                                                                      .35
      WLNSSS                                                                 Gs                                                  r38
                     .67                                                                                               RPCNAMZ
                                                                                                                                       .45
External Stage of Test Development

Purpose                Examine the external relations among the focal construct (i.e.,
                       intelligence or cognitive abilities) and other constructs and/or
                       subject characteristics
Questions asked        Do the focal constructs and observed measures “fit” within a
                       network of expected construct relations (i.e., the nomological
                       network)
Method and concepts    • Structural equation modeling

Characteristics of     • Theory-based hypotheses are supported, particularly when
strong test validity     compared to rival hypotheses
program
Structural equation modeling external validity evidence example
Structural equation modeling external validity evidence example
Structural equation modeling external validity evidence example
                                                                                                              f1
                                        r17
                                              Visual Matching    .82                                                                               r20
                                                                                                                   .78Mem for Sentences
                                        r18                      .64                        .44          Mem        .69
                                              Decision Speed                 Gs                          Span                                      r21
                                                                 .73                                                     Mem for Words
                                        r19




                                                                                                                   .62
                                                   Cross Out
                                                                                                  .46                             f9
                                                                                                                                                                     r22
                                                                                                                                       .62 Aud Working Mem
                                                                                                                      Work              .67
                                                                                                                      Mem                                            r23
                                                                                                                                              Numbers Reversed
                                              f2
            r1
                    Block Rotation .40
            r2                       .44                                                                                          f5                                   r11
                                                                                                                                         .89
                   Spatial Relations                                                                                                                 Verbal Comp
                                                   Gv




                                                                                                3
                                     .35




                                                                                              .9
            r3
                  Picture Recognition                                                                                                    .78             Oral Comp     r12
                                                                                                                         Gc
                                                                 .8
                                              f3                                                                                             .79
                                                                   5                                .87
            r4
                  Memory for Names .52                                                                                                         General Information r13
            r5                      .48
                  Retrieval Fluency                             .93               g                                              f6
.07




                                                                                                                                                                      r14
            r6                    .69               Glr                                                 .94                              .63
                                                                                                                                             Analysis-Synthesis
                  DR: Vis-Aud Lrng 8
                                                                                                                                         .74
      .83




                                   .7                                        f7                                                              Concept Formation
                                                                                                                                                                      r15
                                                                                                                         Gf
                                                               .84




            r7
                   Vis-Aud Learning                                                                                                     .63
                                              f4
                                                                                                                                                                      r16
            r8                                                                                                                                     Numerical Reas
                    Sound Blending .64
                                                                                            .19

            r9                      .49
                                                                                      .36




                   Incomplete Words             Ga
            r10
                                    .45
                    Sound Patterns                                     .27


                                                                                                          .96      Word Attack
                                                                                                                                       r24
                                                                                            WA
                                        Ages 6-8
External Stage of Test Development

Purpose                Examine the external relations among the focal construct (i.e.,
                       intelligence or cognitive abilities) and other constructs and/or
                       subject characteristics
Questions asked        Do the focal constructs and observed measures “fit” within a
                       network of expected construct relations (i.e., the nomological
                       network)
Method and concepts    • Group differentiation

Characteristics of     • Measures of the constructs differentiate existing groups that
strong test validity     are known to differ on the constructs
program
Group differentiation external validity evidence example:
              LD vs Non-LD university samples
Group differentiation external validity evidence example:
             Normal/Gifted/LD/MR samples
Group differentiation external validity evidence example—
              discriminant function analysis
                (Normal/Gifted/LD/MR samples)
Group differentiation external validity evidence example—
  discriminant function analysis classification accuracy
           (Normal/Gifted/LD/MR samples—grade 3-4)
Group differentiation external validity evidence example
             (variety of “clinical disorder groups”)




                                                       (continued on next slide)
Group differentiation external validity evidence example (cont.)
             variety of “clinical disorder groups”)
(Note: The following information is almost identical to that presented in Part F—Internal
                                     psychometric/statistical analysis)


Lack of rigor and quality control in all prior/earlier stages will “rattle through the data” and
rear its ugly head when performing the final statistical analysis, especially multivariate
validity analyses (SEM, DF, multiple regression, EFA, CFA)

Shorts cuts in prior stages will “bite you in in the ____” as you attempt to perform final
statistical analysis

Data screening, data screening, data screening!!!!……. prior to do performing final statistical
analysis
     • Compute extensive descriptive statistical analysis for all variables (e.g., histograms,
     scatterplots, box-whisker plots, etc.)

     • More than means and SD’s. Also calculate median, skew, kurtosis, n-tiles, etc.

Deliberately planned and sophisticated “front end” data collection short-cuts (e.g., matrix
sampling) introduce an extreme level of “back end” complexity to routine
statistical/psychometric analysis

Know your limits, level of expertise, and skills. Even those with extensive test development
experience often need access to trusted measurement/statistical consultants
                                                                                              (cont. next slide)
Published statistics/psychometric information needs to be based on final publication
length tests
     • Often need to use test-length correction formula’s (e.g., KR-21) for test reliabilities

     • Correlations between short /and or long norming versions of a test and other tests,
     that differ in test length (number of items) from publication length test, may need special
     adjustments/corrections.

Back up, back up, back up!!!!!!!!!! Don’t let a dead hard drive or computer destroy your
work and progress. Do it constantly. Build redundancy into your files and people skill
sets

Sad fact: Majority of test users do NOT pay attention to the fancy and special
psychometric/statistical analysis you report in technical chapters or manuals. Be
prepared for post-publication education via other methods.

Post-manual publication technical reports of special/sophisticated analyses are good
when publication time-line pressures dictate making difficult decisions.
Most test developers are stuck in a methodological rut. There is much that
can be learned about the internal and external validity of a test battery using
lesser-used statistical methods.
     •   Multidimensional scaling (MDS); cluster analysis, CART
         (classification and regression tree analysis), MARS (multivariate
         applied regression splines)

Use of curve smoothing procedures to better estimate population
parameters from statistical analyses across age groups.

Multiple group CFA (planned incomplete data) reference variable validity
designs and methods (Jack McArdle).
End of Part G
  Additional steps in test development process will be
presented in subsequent modules as they are developed

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Applied Psych Test Design: Part G: Psychometric/technical statistical analysis: External

  • 1. The Art and Science of Test Development—Part G Psychometric/technical statistical analysis: External Kevin S. McGrew, PhD. Educational Psychologist Research Director Woodcock-Muñoz Foundation The basic structure and content of this presentation is grounded extensively on the test development procedures developed by Dr. Richard Woodcock
  • 2. “In god we trust….all others must show data” (unknown source) Test authors and publishers have standards-based responsibility to provide supporting psychometric technical information re: tests and battery Typically in the form of a series of technical chapters in manual or a separate technical manual
  • 3. Calculate psychometric/measurement statistics for technical manual/chapters With external measures Use Joint Test Standards as a guide
  • 4. External evidence is Theoretical Domain - CHC g focused on relations between test battery variables (measures or latent constructs) and other external (outside of Gf Gv Glr Gs battery) constructs, measures, or criteria Gc Gsm Ga Measurement or empirical domain
  • 5. External Stage of Test Development Purpose Examine the external relations among the focal construct (i.e., intelligence or cognitive abilities) and other constructs and/or subject characteristics Questions asked Do the focal constructs and observed measures “fit” within a network of expected construct relations (i.e., the nomological network) Method and concepts • Group differentiation • Structural equation modeling • Correlation of observed measures with other measures • Multitrait-Multimethod matrix Characteristics of • Focal constructs vary in theorized ways with other constructs strong test validity • Measures of the constructs differentiate existing groups that program are known to differ on the constructs • Measures of focal constructs correlate with other validated measures of the same constructs • Theory-based hypotheses are supported, particularly when compared to rival hypotheses
  • 6. External Stage of Test Development Purpose Examine the external relations among the focal construct (i.e., intelligence or cognitive abilities) and other constructs and/or subject characteristics Questions asked Do the focal constructs and observed measures “fit” within a network of expected construct relations (i.e., the nomological network) Method and concepts • Correlation of observed measures with other measures Characteristics of • Measures of focal constructs correlate with other validated strong test validity measures of the same constructs program
  • 7. Concurrent external validity example: WJ III GIA clusters correlations with other IQ battery full scale scores Provide evidence at select key age groups (related to intended age range and purpose of battery) in normal samples
  • 8. Concurrent external validity example: WJ III Achievement (reading, math, writing) cluster correlations with measures from other (external) ach. batteries Provide evidence at select key age groups (related to intended age range and purpose of battery) in normal samples
  • 9. Concurrent external validity example: Comparative predictive validity (of achievement) Comparisons of correlations (across reading, math, written language, and total achievement domains) of the average WJ III GIA and Predicted Achievement score options and full scale scores from other (external) major intelligence batteries Other Battery WJ III WJ III WJ III Total (Full Pred. GIA- GIA- Scale) Score Ach. Extended Standard DAS .41 -- .52 .47 WPPSI-R .37 -- .52 .47 WISC-III .50 .68 .67 .63 WAIS-III .39 .56 -- .56 KAIT .53 .56 -- .56 Provide evidence at select key age groups (related to intended age range and purpose of battery) in normal samples
  • 10. External Stage of Test Development Purpose Examine the external relations among the focal construct (i.e., intelligence or cognitive abilities) and other constructs and/or subject characteristics Questions asked Do the focal constructs and observed measures “fit” within a network of expected construct relations (i.e., the nomological network) Method and concepts • Correlation of observed measures with other measures Characteristics of • Focal constructs vary in theorized ways with other constructs strong test validity • Measures of focal constructs correlate with other validated program measures of the same constructs
  • 11. • Focal constructs vary in theorized ways with other constructs • Measures correlate with other validated measures of the same constructs (select illustrative examples—concurrent external validity correlations) ?
  • 12. • Focal constructs vary in theorized ways with other constructs • Measures correlate with other validated measures of the same constructs (select illustrative example— exploratory factor analysis of select WJ III and WISC-III tests)
  • 13. • Focal constructs vary in theorized ways with other constructs • Measures correlate with other validated measures of the same constructs (select illustrative example—WJ III Block Rotation [Gv-Vz] correlation with WISC-III tests in grade 3-5 sample) WJ III BLKROT WISC-III Tests Information 0.27 Coding 0.08 Similarities 0.29 Picture Arangment 0.14 Arithmetic 0.09 Block Design 0.38 Vocabulary 0.23 Object Assembly 0.31 Comprehension 0.15 Symbol Search 0.23 Digit Symbol 0.08 Note: Absolute magnitude of correlations artificially low due to sample range restriction. Important observation is relative magnitude of correlations
  • 14. • Focal constructs vary in theorized ways with other constructs • Measures correlate with other validated measures of the same constructs (select illustrative example— confirmatory factor analysis of select WJ III and WISC-III tests) Phelps et al. (2005) WISC-III/WJ III cross- battery (joint) CFA
  • 15. Phelps et al. (2005) WISC-III/WJ III cross-battery (joint) CFA
  • 16. RDGFLZ LWIDNTZ PSGCMPZ r42 r44 r43 .24 .36 .26 .50 .64 r22 r1 .19 WMATRSS KAUDCSS .77 .69 .69 KLOGSTSS r23 r2 .76 KDEFSS KMYSCSS r24 .21 Grw r3 Gf .67 KDOUBMSS .30 r25 .53 ANLSYNZ .50 r4 CONFRMZ r26 VRBCMPZ f8 .67 .85 f9 .69 .70 r27 r5 Gc WPICCSS WCOMPSS .52 .83 .89 .47 WPICASS r28 r6 WVOCSS f1 .70 .73 .80 r29 WBDSS r7 WINFOSS g f7 r30 f10 .66 .64 SPARELZ r8 r31 WSIMSS .59 .72 .60 BLKROTZ Gv .71 r9 WARITHSS Gq r32 .90 VISCLOZ .32 .24 .51 r10 PICRECZ r33 MEMSENZ .47 .21 .36 DECSPDZ r34 r11 MEMWRDZ .80 .73Joint WJ III/WAIS-III/WMS-III/KAIT CFA r35 .45 CRSOUTZ r12 .55 Gregg/Hoy College LD/NLD (n=200) Sample—Analysis by K. McGrew AWKMEMZ r36 .38 Gsm .54 .69 VISMAT2Z r13 .80 (This is NOT the complete model..only portion that NUMREVZ r37 .66 RETFLUZ includes Gv factor information) r14 f2 .35 WLNSSS Gs r38 .67 RPCNAMZ .45
  • 17. External Stage of Test Development Purpose Examine the external relations among the focal construct (i.e., intelligence or cognitive abilities) and other constructs and/or subject characteristics Questions asked Do the focal constructs and observed measures “fit” within a network of expected construct relations (i.e., the nomological network) Method and concepts • Structural equation modeling Characteristics of • Theory-based hypotheses are supported, particularly when strong test validity compared to rival hypotheses program
  • 18. Structural equation modeling external validity evidence example
  • 19. Structural equation modeling external validity evidence example
  • 20. Structural equation modeling external validity evidence example f1 r17 Visual Matching .82 r20 .78Mem for Sentences r18 .64 .44 Mem .69 Decision Speed Gs Span r21 .73 Mem for Words r19 .62 Cross Out .46 f9 r22 .62 Aud Working Mem Work .67 Mem r23 Numbers Reversed f2 r1 Block Rotation .40 r2 .44 f5 r11 .89 Spatial Relations Verbal Comp Gv 3 .35 .9 r3 Picture Recognition .78 Oral Comp r12 Gc .8 f3 .79 5 .87 r4 Memory for Names .52 General Information r13 r5 .48 Retrieval Fluency .93 g f6 .07 r14 r6 .69 Glr .94 .63 Analysis-Synthesis DR: Vis-Aud Lrng 8 .74 .83 .7 f7 Concept Formation r15 Gf .84 r7 Vis-Aud Learning .63 f4 r16 r8 Numerical Reas Sound Blending .64 .19 r9 .49 .36 Incomplete Words Ga r10 .45 Sound Patterns .27 .96 Word Attack r24 WA Ages 6-8
  • 21. External Stage of Test Development Purpose Examine the external relations among the focal construct (i.e., intelligence or cognitive abilities) and other constructs and/or subject characteristics Questions asked Do the focal constructs and observed measures “fit” within a network of expected construct relations (i.e., the nomological network) Method and concepts • Group differentiation Characteristics of • Measures of the constructs differentiate existing groups that strong test validity are known to differ on the constructs program
  • 22. Group differentiation external validity evidence example: LD vs Non-LD university samples
  • 23. Group differentiation external validity evidence example: Normal/Gifted/LD/MR samples
  • 24. Group differentiation external validity evidence example— discriminant function analysis (Normal/Gifted/LD/MR samples)
  • 25. Group differentiation external validity evidence example— discriminant function analysis classification accuracy (Normal/Gifted/LD/MR samples—grade 3-4)
  • 26. Group differentiation external validity evidence example (variety of “clinical disorder groups”) (continued on next slide)
  • 27. Group differentiation external validity evidence example (cont.) variety of “clinical disorder groups”)
  • 28. (Note: The following information is almost identical to that presented in Part F—Internal psychometric/statistical analysis) Lack of rigor and quality control in all prior/earlier stages will “rattle through the data” and rear its ugly head when performing the final statistical analysis, especially multivariate validity analyses (SEM, DF, multiple regression, EFA, CFA) Shorts cuts in prior stages will “bite you in in the ____” as you attempt to perform final statistical analysis Data screening, data screening, data screening!!!!……. prior to do performing final statistical analysis • Compute extensive descriptive statistical analysis for all variables (e.g., histograms, scatterplots, box-whisker plots, etc.) • More than means and SD’s. Also calculate median, skew, kurtosis, n-tiles, etc. Deliberately planned and sophisticated “front end” data collection short-cuts (e.g., matrix sampling) introduce an extreme level of “back end” complexity to routine statistical/psychometric analysis Know your limits, level of expertise, and skills. Even those with extensive test development experience often need access to trusted measurement/statistical consultants (cont. next slide)
  • 29. Published statistics/psychometric information needs to be based on final publication length tests • Often need to use test-length correction formula’s (e.g., KR-21) for test reliabilities • Correlations between short /and or long norming versions of a test and other tests, that differ in test length (number of items) from publication length test, may need special adjustments/corrections. Back up, back up, back up!!!!!!!!!! Don’t let a dead hard drive or computer destroy your work and progress. Do it constantly. Build redundancy into your files and people skill sets Sad fact: Majority of test users do NOT pay attention to the fancy and special psychometric/statistical analysis you report in technical chapters or manuals. Be prepared for post-publication education via other methods. Post-manual publication technical reports of special/sophisticated analyses are good when publication time-line pressures dictate making difficult decisions.
  • 30. Most test developers are stuck in a methodological rut. There is much that can be learned about the internal and external validity of a test battery using lesser-used statistical methods. • Multidimensional scaling (MDS); cluster analysis, CART (classification and regression tree analysis), MARS (multivariate applied regression splines) Use of curve smoothing procedures to better estimate population parameters from statistical analyses across age groups. Multiple group CFA (planned incomplete data) reference variable validity designs and methods (Jack McArdle).
  • 31. End of Part G Additional steps in test development process will be presented in subsequent modules as they are developed