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EDUCATION
WORKINGPAPER
No.10|February2024
ValidatingTeachingObservationTools:
AContent-BasedApproachforPLAYandTeachPrimary
DiegoLunaBazalduaandEmmaCarter
Educationoperations
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THEWORLDBANK
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Coverdesign:MarianneSiblini
ValidatingTeachingObservationTools:AContent-BasedApproachforPLAYandTeachPrimary
DiegoLunaBazalduaandEmmaCarter
TableofContents
Abstract 3
Keywords 3
Acknowledgements 4
ExecutiveSummary 5
1.Studyobjective 6
2.Descriptionofobservationtools 6
3.Method 10
4.Results 12
a.Contentvalidityresults:ContentmatchingofTeachPrimarybehaviorsandPLAYitems 12
b.Concurrentvalidityresults:RelationshipamongTeachPrimaryandPLAYscores 19
c.ConstructvalidityresultsforPLAY:InternalstructureforthePLAYitems 19
5.Conclusion 22
References 23
Annexes 25
AnnexA:PLAYConstructsofsupportforchildren’sengagementinlearning 25
AnnexB:TablecomparingthemainfeaturesoftheTeachPrimaryclassroomobservationtooland
PLAYtoolkit 30
AnnexC:Overviewofexperts 31
AnnexD:FullmappingresultsforPhase1 32
AnnexE:MappingresultsforPhase2 47
AnnexF:CorrelationofTeachPrimaryandPLAYscores 52
AnnexG:CorrelationofPLAYitems,item-totalcorrelationsandvisualrepresentationsofinternal
structure 53
AnnexH:ExploratoryFactorAnalysissolution 58
Abstract
Thisstudycomparestwotoolsusedtoobserveandassesshowteacherssupportstudent
learning:theLEGOFoundation’sEngagetool,formerlyknownasPLAY,andtheWorldBank’s
TeachPrimarytool.Thegoalwastoevaluatetheirsimilaritiesandoverlapintheirmeasurementofteachingpractices.Agroupofnineexpertsreviewedbothtoolsindetail,carefullymatching
itemsfromPLAYtothoseinTeachPrimary.Resultsindicatethataboutone-thirdoftheitems
closelymatched,showingthatPLAYisbuiltonasolidframeworktocaptureengagingteaching
practices.Anotherthirdoftheitemsdidnothaveaclearmatch,meaningthateachtool
separatelycapturesuniqueaspectsofteachingthattheotherdoesnot.Thestudyalsolookedathowwellthetwotools’scoresalignusingrealclassroomdatafromEthiopia,Peru,andSierra
Leone.Theresultsshowedasmallpositiverelationshipbetweenthetwotools,meaningtheymeasurerelatedbutdifferentaspectsofteaching.ThestudyalsofoundthatthewayPLAYis
structuredmayneedsomeadjustmentstobetterreflecttheskillsitisdesignedtomeasure.Bycombiningexpertopinionswithdataanalysis,thisstudyprovidesstrongevidencethatboth
toolsarevaluablebutservedifferentpurposes.Thefindingshighlighttheimportanceofusingmultipleapproachestoassessteachingquality.Thestudyalsooffersrecommendationsfor
improvingtoolimprovementandsuggestsnextstepsonhowclassroomobservationtoolscanhelpsupportimprovedteachingandlearningworldwide.
JEL:I25-EducationandEconomicDevelopment
Keywords
Classroomobservations,teachingquality,engagingteaching,socio-emotionallearning,teachingpractices,contentvalidity,constructvalidity.
Acknowledgements
ThisdocumentwasdevelopedbyDiegoLunaBazaldua(SeniorEducationSpecialist;HEDGE),
EmmaCarter(Consultant;HEDGE).TheteamworkedundertheoverallguidanceofHalilDundar(PracticeManager,HEDGE).LauraGregory(SeniorEducationSpecialist;HEDGE),SergioVenegas(Economist,HEDGE)andMaryamAkmal(Economist,HEDGE)providedoverallsupportinthe
differentstagesofthisstudy.
PeerreviewersincludeAliHasanAnsari(SeniorEconomist,HAWE3),HumaKidwai(Senior
EducationSpecialist,HAEE1),EzequielMolina(SeniorEconomist,HLCED),andLauriPynnonen(SeniorEducationSpecialist,HEAED).AdditionalvaluableinputswerereceivedfromAmer
HasanandHarshilKumarSahai,andothermembersoftheEducationGlobalPracticewho
participatedindiscussionsonthepaper.Thenextlistofinternationalexpertscontributedtocontentreviewsofthetools:AbbieRaikes,CarolinaMeloHurtado,CarolinaMoreiraVasquez,DawitTiruneh,ElizabethHentschel,JonathanSeiden,LenkaJanikBlaskova,RabeaMalik,andTadesseTeferi.
ThisworkissponsoredbytheFoundationalLearningCompact(FLC)TrustFund.
ExecutiveSummary
Engagingteachinghasemergedasakeyapproachtofosteringchildren’ssocio–emotionaland
cognitiveskills.Becauseoftheimportanceofembeddedengagingactivitiesintheteachingandlearningprocess,LEGOFoundationandtheWorldBankhavecollaboratedtoadvanceamoreevidence–basedapproachtoenhancingholisticteachingandlearning.Theseeffortsemphasizepracticesthatfocusonengagement–basedandsocio–emotionallearning.Thisreportpresentsfindingsfromasignificant
componentofthepartnership,focusingoncomparingtheLEGOFoundation'sEngage,formerlyknownPlayfulLearningAcrosstheYears(PLAY)
1
,classroomobservationtoolwiththeWorldBank’sTeach
Primaryclassroomobservationinstrument.Thegoalwastoassesstheextentofoverlapbetweenthesetools,bothqualitativelyandquantitatively,providingcontentandconcurrentvalidityevidenceforthenewlydesignedPLAYinstrument.Thisstudyalsoaimedtoenhanceunderstandingofthetechnical
propertiesofbothtools,emphasizingsynergiesanddistinctions.
Methodologically,thequalitativeaspectofthestudyfollowedtheDelphimethod,involvingnineexpertsfromdiverseinternationalbackgrounds.Theyconductedtwophasesofcontentreview.Phase1includedadetailedcontentcomparisonanditem–to–itemmatching,withrationalesprovidedformatchingdecisionsmade.Phase2focusedonreviewingambiguouscases—itemsthatdidnotclearlymatchonPhase1.Inaddition,quantitativeanalysisassessedthecorrelationbetweenTeachPrimaryandPLAYaggregatescorestoevaluateconcurrentvalidity,usingdatafromEthiopia,Peru,andSierraLeone.
KeyqualitativeresultsshowedthatoverathirdoftheitemsinthePLAYtoolstronglycorrespondedwithbehavioralitemsfromtheTeachPrimaryinstrument,providingevidenceoftheempiricalbasisoftheformer.Additionally,thestudyidentifiedasimilarproportionofitemswithminimalornocorrespondencetoTeachPrimarybehaviors,highlightingthePLAYtool'suniqueabilitytocaptureotheraspectsofteachingconducivetoqualityengagement–basedinstructionandlearning.Quantitativefindingsincludedatotalscorecorrelationof0.15betweentheTeachPrimaryandPLAYinstruments,supportingconcurrentvalidityandreinforcingthetools’measurementofseparatebutrelatedconstructsofqualityteacherpracticeandengagement–basedteachingandlearning,respectively.Takentogether,thesefindingsrevealedthatcombiningqualitativelearningsfromtheDelphimethodwithrobustquantitativevalidationresultscreatesacomprehensivevalidationframework,strengtheningconfidenceintheseclassroomobservationtoolstomeasurequalityengagement–basedandsocio–emotionallearning.
Inadditiontotheanalyticalfindings,valuablelessonswerelearnedfromtheapplicationoftheDelphitechnique,whichcouldimproveitseffectivenessforconsensus–buildinganddecision–makinginfutureresearch.Amongtheseweretheprovisionofsufficienttimefortaskstofacilitatedataaccuracyandtheimportanceofconsistentcommunicationwithexperts.Finally,clearincentivesalongwithstreamlinedprocessesforlabor–intensiveexerciseswererecommendedashelpfulstrategiesforenhancingparticipants’engagement.
1ThenamePLAYisusedthroughoutthispaperasitcorrespondstothenameusedinpubliclyavailablematerialsatthetimeofwriting.TheauthorsacknowledgethatthetoolisnowcalledEngage.
1.Studyobjective
TheLEGOFoundationandtheWorldBankhavecollaboratedtosupporteducationsystemsinadoptingamoreevidence-informedapproachtoimproveholisticteachingandlearning,particularlythroughengagement-basedandsocio-emotionalteachingpractices.Acrucialaspectofthisobjectiveisenhancingthemeasurementofthesepractices,especiallywithinlow-andmiddle-incomecountries(LMICs).OneactivityincludedinthiscollaborationinvolvedadetailedcontentcomparisonoftheLEGOFoundation'sPlayfulLearningAcrosstheYears(PLAY)andtheWorldBank'sTeachPrimaryclassroomobservationtools.Thiscomparisonaimedtounderstandtheextentofcontentandscoreoverlap,aswellastheirconnectionwithstudents'learningexperiencesandoutcomes.Additionally,theexercisefocusedonidentifyingimportantcontentdistinctionsbetweentheinstrumentsandhowtheymayprovidecomplementaryinformationtousers.
Thiscomparisonhasalsoservedasaformofcontentvalidityevidenceandfacilitatessubsequentquantitativeanalysisaimedatunderstandingandcomparingthetechnicalpropertiesofthetools.Forinstance,thiscontentmatchinganalysishighlightsthedegreeofconcordancebetweenitems,subscales,andunderlyinglatentconstructsmeasuredbyPLAYandTeachPrimary.Italsoenhancesourunderstandingoftheassociationbetweenconstructsindicatingthequalityofengagement-basedteachingpracticesandthosereflectinggeneralteachingpracticesandteacher-studentinteractions.ThiscanbeachievedbyimplementingasimilarmethodologytothatusedbytheWorldBank’sTeachteaminrelationtoinclusiveteachingclassroompractices(see
Molinaetal.,2024)
,examiningtherelationshipbetweentheunderlyingconstruct—engagingteachingpractices—andTeachPrimarybehaviors.ThisapproachenablesmutuallearningandincreasesawarenessofthesynergiesbetweenthePLAYandTeachPrimarymeasurementapproaches,facilitatingmeasurementscale-upandpromotingengagement-basedandsocio-emotionallearningintheclassroom.
Thispaperisstructuredasfollows:Section1beginswithadescriptionoftheLEGOFoundation’sPLAYandtheWorldBank’sTeachPrimaryclassroomobservationtools.Section2detailsthestudy’smethodologicalapproach,includingthestudy’sdesign,profilesofexpertsinvolved,andanalyticalmethods.Section3providesanoverviewoftheresultsfromthetwokeyphasesofthisstudy.Finally,Section4presentskeyconclusionsanddiscussesthelimitationsrelatedtothemethodused.
2.Descriptionofobservationtools
PLAYClassroomObservationTool
TheLEGOFoundationhascollaboratedwithRTIInternationalandNewYorkUniversity(NYU)GlobalTIESforChildrentodevelopaculturallyresponsivetoolkitthatincludesclassroomobservationandsurveymeasurementtoolsfocusedoncapturingthequalityofengagingteachingandlearninginclassrooms.ThePLAYtoolkitaimstomeasurehowadultssupportchildren'sengagementinlearning,whichleadstoabroadrangeoflearningoutcomes.
PLAYincludestoolsformultipleagegroupsacrossdifferentsettings.Forstudentsaged6to12,themeasurementtoolsaredesignedspecificallyforclassroomuse.Thesetoolsincludeaclassroominventory,teacher-childobservation,ateachersurvey,andachildsurvey.Theteacher-childclassroomobservation
tool,whichisthefocusofthecomparisontaskdescribedinthenextsectionofthisdocument,encompassesfourkeydimensionsessentialforsupportingchildren'sengagementinlearning.Thesedimensions,alsoreferredtoasconstructs,aresummarizedbelowanddetailedfurtherinAnnexA.
•Supportforexploration:Adultsupportforchildren'sinteractionwiththingsandideastoexpandthought.
•Supportforagency:Adultsupportforchildren'sabilitytoinfluencehowandwhattheylearn.
•Supportforpersonalandsocialconnection:Adultsupportfor(1)relatinglearningtochildren'spersonalexperiences,(2)childrenlearningthroughsocialinteraction,and/or(3)childrenfeelingasenseofbelongingandbeingsociallyconnected.
•Supportforemotionalclimate:Adultsfosteranenvironmentwhereinteractionsbetweenadult(s),child(ren),andpeersarewarm,respectful,andpositive.
Thesefourconstructsarecapturedin25itemswithinthetool.Eachitemisscoredona3-pointscale,measuringthefrequencyandqualityofteacherandstudentbehaviors,aswellasparticipationintheclassroom.
TheWorldBank’sTeachPrimary(2ndEdition)ClassroomObservationTool
TheTeachPrimarytoolcapturesteachingpracticesthatsupportqualitylearningandnurturechildren'scognitiveandsocio-emotionalskills.Initiallylaunchedin2019afterarigorousdevelopmentandvalidationprocess,TeachPrimaryunderwentarevisionin2020-2021toenhanceitsmeasurementofinclusiveteachingpracticesthatareresponsiveandfacilitatewhole-childdevelopment.SimilartoPLAY,theTeachPrimarytoolisdesignedforclassroomswithstudentsaged6to12.
TheTeachPrimaryobservationtoolassessestwomainaspects:(i)thetimeteachersspendonlearningandtheextenttowhichstudentsremainontask,and(ii)thequalityofteachingpracticesthatdevelopstudents'socio-emotionalandcognitiveskills.TheTimeonTaskcomponentusesthree"snapshots"of1–10secondstorecordtheteacher'sactionsandthenumberofstudentswhoareontask.Observersnotewhethertheteacherprovidesalearningactivityformoststudents.Ifso,theyscantheclassroomtodetermineifstudentsareontask.Off-taskbehaviorisratedasfollows:0-1studentsbeingoff-task(High);2-5studentsbeingoff-task(Medium);6ormorestudentsbeingoff-task(Low).
TheQualityofTeachingPracticescomponentisorganizedintothreeprimaryareas:
1.ClassroomCulture:Theteachercreatesacultureconducivetolearning.Thisfocusesontheextenttowhichtheteacher:
(i)createsasupportivelearningenvironmentbytreatingallstudentsrespectfully,consistentlyusingpositivelanguage,respondingtostudents'needs,andbothchallengingstereotypesandnotexhibitingbiasintheclassroom.
(ii)establishespositivebehavioralexpectationsbysettingclearbehavioralexpectations,acknowledgingpositivestudentbehavior,andeffectivelyredirectingmisbehavior.
2.Instruction:Theteacherfacilitateslessonsthatdeepenunderstandingandencouragecriticalthinkingandanalysis.Thisfocusesontheextenttowhichtheteacher:
(i)facilitatesthelessonbyexplicitlyarticulatinglessonobjectivesthatarealignedtothelearningactivity,explainingcontentusingmultipleformsofrepresentation,andconnectingthelearningactivitytoothercontentknowledgeorstudents'dailylives,andbymodelingthelearningactivitythroughenactingorthinkingaloud.
(ii)doesnotsimplymovefromonetopictothenextbutchecksforunderstandingbyusingquestions,prompts,orotherstrategiestodeterminestudents'levelofunderstanding,bymonitoringstudentsduringgroupandindependentwork,andbyadjustinghis/herteachingtothelevelofstudents.
(iii)givesfeedbackbyprovidingspecificcommentsorpromptstohelpclarifystudents'misunderstandingsoridentifytheirsuccesses.
(iv)encouragesstudentstothinkcriticallybyaskingopen-endedquestionsandprovidingthemwiththinkingtasksthatrequirethemtoanalyzecontentactively.Studentsexhibitcriticalthinkingabilitybyaskingopen-endedquestionsorperformingthinkingtasks.
3.SocioemotionalSkills:Theteacherfosterssocio-emotionalskillstohelpstudentssucceedinsideandoutsidetheclassroom.Thisfocusesontheextenttowhichtheteacher:
(i)instillsautonomybyprovidingstudentswithopportunitiestomakechoicesandtakeonmeaningfulrolesintheclassroom.Studentsexhibittheirautonomybyvolunteeringtoparticipateinclassroomactivities.
(ii)promotesperseverancebyacknowledgingstudents'effortsratherthanfocusingsolelyontheirintelligenceornaturalabilities,havingapositiveattitudetowardstudents'challenges,framingfailureandfrustrationsaspartofthelearningprocess,andencouragingstudentstosetshort-andlong-termgoals.
(iii)fosterssocialandcollaborativeskillsbyencouragingcollaborationthroughpeerinteractionandbypromotinginterpersonalskills,suchasperspective-taking,empathizing,emotionregulation,andsocialproblem-solving.Studentsexhibitsocialandcollaborativeskillsbycollaboratingwithoneanotherthroughpeerinteraction.
Thesethreeareasencompassnineelements,summarizedabove,capturedin28itemslinkedtospecificteachingbehaviors.Basedonthequalityofobservedteachingpracticescapturedinobservedbehaviors,theseitemsareratedonarubricaslow,medium,orhigh.Thescoresarethentranslatedintoa5-pointscalederivedfromtwo15-minutelessonobservationsofthesameteacher.FurtherdetailsabouteachbehaviorandelementcanbefoundintheTeachPrimary
manual
(Molinaetal.,2021).
Tooladaptation
TeachPrimaryObservationTool
TheTeachPrimarytoolwasoriginallydevelopedinEnglishbuthasbeenadaptedandimplemented
acrossvariouslinguisticandculturalcontextstoensureitsapplicability.ForSpanish-speakingcountries,thetoolhasbeentranslatedintoSpanishandusedextensively,requiringminimalcontentadaptation
duetoitsbroadalignmentwithteachingpracticesintheseregions.InAfricancountries,wheremultipleofficiallanguagesofinstructioncoexist,Teachhasbeentranslatedintoseverallocallanguagestoensureaccessibilityforenumeratorsandrelevancefordiverseclassroomsettings,butoverallthe
implementationreliedonEnglishinSierraLeoneandEthiopia.TheseadaptationsofTeachPrimaryhavefocusedprimarilyonlinguistictranslationwhilemaintainingfidelitytotheoriginalconstructs,ensuringthetool'svalidityacrossdifferentcontextsandisunderstoodbyenumerators.
PLAYClassroomObservationTool
ThePLAYtool,developedinEnglish,requiredtranslationintoSpanishforitsimplementationinPeru.ThistranslationfacilitatedthescoringofteachersinSpanish-speakingclassroomswhilemaintainingthe
theoreticalconstructsandscoringframeworkoftheoriginaltool.Whilenoadditionaladaptationsweremadeforothercountriesincludedinthestudy,theflexibilityofthePLAYtoolallowsforfurther
customizationshouldfuturecontextsrequireit.
Enumeratortraining
Trainingenumeratorsinclassroomobservationtoolsisessentialforensuringthatdatacollectedis
accurate,consistent,andreliable.Ithelpsenumeratorsunderstandhowtousethetoolcorrectly,
observeandrecordbehaviorsobjectively,andavoidpersonalbiases.Propertrainingalsoensuresethicalobservations,protectingtherightsofstudentsandteachers,andhelpsenumeratorsadapttodifferent
classroomsettings.Byaligningallenumeratorsonhowtoapplythetool,thequalityofthedataimproves,makingitmoreusefulfordecision-makingandcreatingbetterinsightsintoclassroompractices.
TeachPrimaryObservationTool
EnumeratortrainingfortheTeachPrimarytoolfollowsastructuredandrigorousprocessfacilitatedbycertifiedmastertrainers.Publiclyavailableresources,includingimplementationguidelinesandtrainingmaterials,provideacomprehensiveframeworkforpreparingenumeratorsintheTeachPrimarytool
administrationandscoring.Trainingtypicallyspansseveraldaysandinvolvesmultiplecomponents:
•ConceptualUnderstanding:TraineesareguidedthroughthetheoreticalunderpinningsoftheTeachtool,includingitsconstructsandscoringframework.
•PracticalExposure:Enumeratorsengagewithcontext-relevantvideosofteachersinclassrooms,gainingpracticalexperienceinscoringclassroombehaviors.
•SkillPractice:TraineespracticeadministeringandscoringTeachPrimarytobuildconfidenceandaccuracy.
•Certification:Enumeratorsmustpassacertificationexamtodemonstratemasteryofthetool.
Thisincludesachievingahighlevelofagreementintheirratingsofstandardizedvideos,ensuringreliabilityandreadinessforfielddatacollection.
Thisrigorousapproachensuresconsistencyandreliabilityindatacollectionacrossdiverseimplementationcontexts.
PLAYClassroomObservationTool
TrainingforthePLAYtoolwasdesignedtobuildcapacityamongenumeratorsthroughacascading
trainingmodel.Acertifiedmastertrainerconductedacomprehensivetrainingsessionforaselectgroupoftrainers,whothenreplicatedthetrainingwithenumerators.KeycomponentsofthePLAYtraining
included:
•Orientation:Enumeratorswereintroducedtothetool’sconstructsandthemethodsforobservingandscoringengagingteachingandlearning.
•PracticeOpportunities:Sessionsincludedopportunitiestopracticescoringbasedonobservationscenariosandexamples.
UnlikeTeach,thePLAYtrainingdidnotrequireenumeratorstoreachapredeterminedlevelofinter-rateragreementforcertification.However,thetrainingensuredthatenumeratorswerefamiliarwiththetoolandconfidentintheirabilitytoapplyitduringdatacollection.
3.Method
Studydescription
ThisstudycomparedtheitemcontentofthePLAYandTeachPrimaryclassroomobservationtools.Specifically,itinvolvedmappingeachofthe25itemsfromPLAYtooneormoreofthe30itemsfromTeachPrimarytodeterminetheextentofoverlapanddifferencebetweentheinstruments.AtableoutliningthemainfeaturesofthesetoolsisprovidedasAnnexB.
Participantsinthisstudycomprisedagroupofexpertswithbackgroundsinthedevelopmentand/oruseofclassroomobservationmeasures,particularlywithinlow-andmiddle-incomecountrycontextsandacrossmultipleworldregions.Initially,15expertswereidentifiedforpotentialinvolvement.Afterbeingcontactedviaemailandprovidedwithabriefoverviewofthestudy,nineconsentedtoparticipate.Followingthisconfirmation,participantsreceivedamoredetailedoutlineofthetaskandTermsofReferenceconcerningtheirconsultancyrole.Participantsengagedincontentreviewandcomparisonofthetwotools,item-to-itemmatchingtasks,andparticipatedinanyfollow-updiscussionsortasks.AnoverviewoftheexpertsisprovidedasAnnexC.
•TheDelphimethodforcontentvalidity
ThisstudystronglydrewupontheprinciplesoftheDelphimethod.TheDelphimethod,utilizedinmultiplefields,includingeducation,health,andpsychology,allowsexpertstoprovidejudgmentsonatopic,whichcanthenbemodifiedorrefinedbasedonreactionstothecollectiveviewsofthegroup
(Green,2014;
Hyatt
etal.,2024;
ManizadeandMason,2010)
.Unlikeface-to-facetechniques,theDelphimethodpromotesindependenceofthoughtandallowsresearcherstoleveragetheexpertiseofnumerousexpertsfromdifferentlocationswhilefosteringanenvironmentthatencouragesgroupacceptanceandsharedresponsibilityfortheoutcome.TheDelphimethodtypicallyinvolvesseveralkeycharacteristicsforobtaininggroupconsensusonatopic,including(1)participantanonymity,(2)anonymityofresponses,(3)multipleandstructurediterationsofconsultations,(4)groupconsensus,(5)controlledfeedbackofresponsestoparticipants,and(6)statisticalanalysisofdata
(GrantaandKinney,1992,pp.13-14)
.StudiesutilizingtheDelphimethodhavebeenconductedwithasfewassevenandasmanyas1,000participants,thoughsamplesbetween10and50aretypicallyadvisedduetotheextensivedatageneratedandtheanalysesrequiredforeachindividualresponse
(IqbalandPipon-Young,2009)
.
TheDelphimethodhasemergedasapopularapproachfordeterminingcontentvalidity
(Green,2014;
ManizadeandMason,2010)
.Contentvaliditydenotestheextenttowhichtheitemsofameasurementinstrumentarerelevanttoandrepresentativeofthetargetedconstructitisintendedtomeasure.Itconsiderstheimportance,relevance,andclarityofinstrumentitems,domains,anddefinitions,aswellastheappropriatenessandadequacyofitemresponsescales
(Roebiantoetal.,2023)
.Contentvalidityis
particularlyrelevantasitincreasestheaccuracyofmeasuringconstructs.Forexample,inclassroomobs
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