A Treatment of the Inherited Determinants
of Disparity in School Product
By
RAYMOND FRANZEN A.B. (Harvard), M.A. (Columbia)
Ph.D. (Columbia)
Teachers College, Columbia University
Contributions to Education, No. 125
Published by Teachers College, Columbia University New York City
1922
Copyright, 1922, by Raymond Franzen
PREFACE
The results of the experiment reported here have become so
much a portion of my process of reasoning that duplication of
material presented elsewhere is unavoidable. I wish in particular
to recognize my indebtedness to the Teachers College Record
for permission to reprint here revised portions of an article which
appeared in the November, 1920, number of that journal. I will
warn here any reader to whom the intricacies of a full statistical
account are irksome that the logic and conclusions presented in
this study are incorporated in a more palatable and abbreviated
form in Chapter IV of Intelligence Tests and School Reorganization
(World Book Company).
The work presented here has been made possible by the cooperation
and interest of the two principals of the Garden City
public school during the period of my work there, Miss Gladys
Locke and Mrs. Edna Maule. I also owe any success that this
experiment may have had to the teachers who did the real work
of “pushing” abilities to their limit. My indebtedness to Gladys
Locke Franzen for help in expression and correction is surpassed
only by what I credit to her encouragement and cooperation at its
inception.
During the period in which this experiment was planned and
executed it grew into a real problem through the advice of two of
my teachers to whom I owe all such inspiration and knowledge as
I possess—Edward L. Thorndike and Truman L. Kelley.
PART I [1] AN OUTLINE OF THE EXPERIMENT — THE USE OF QUOTIENTS AND RATIOS — THE DERIVATION OF AGE NORMS — A METHOD OF SURVEY OF READING, LANGUAGE, AND ARITHMETIC — SCIENTIFIC QUESTIONS INVOLVED IN CLASSIFICATION
Standardized measurement of educational product has won its
way to a recognized place in the school life of this country. Many
of our larger cities have research bureaus of tests and measurements,
and advanced private schools have departments of measurement.
The logic of the use of statistically derived evaluations
versus the use of opinion, swayed as it is by the haphazard captions
of emotion and condition, has become widely recognized. The case
of scientific measurement in education has been argued and won.
The objections to older forms of measurement have become the
criteria of the value of the new.
Still administrators, although they have been convinced theoretically
of its importance, find it hard to see just what measurement
does for their schools. They often object that measurements
are made, the tests are carried away by the examiner, and some
time later they are presented with a neat series of distributions
and are told where their school stands in relation to certain other
schools or to schools in general. This is undoubtedly a very important
piece of information; since a determination of the extent
to which a goal has been attained forms the basis of the commendation
or condemnation of the methods, curricula, and text-books
employed in the process. But administrators want to know
which of the various elements of school procedure are to be praised
and which are to be blamed.
We cannot condemn or support a whole school system on the basis
of composite results (unless all possible educational objectives have
been measured, and show one common drift; or unless it is necessary
that the system fall or stand as a whole) since then we should
be throwing good and bad into a common discard. We must
measure each thing separately. We must build our ideal system of
education synthetically, taking the best methods from each of the
prevalent groups of theories. There has been too much absolutism
in education, too little of a realism that sees the good and bad in
all and diminishes the bad and augments the good. If we adopt
this point of view we become really empirical in our method,
living through each educational experiment to incorporate it into a
growing treasury of tested theory, not deducing success or failure
from metaphysical or doctrinaire prejudice. In this administrators
have been more scientific than those who measure. They have
always objected that they wanted differential diagnoses. Here
the answer to their needs must come through experimentation
and it is only through nation-wide study and careful comparison
and integration of results that methods of teaching can be scientifically
established.
Three uses of measurement commonly stressed are: (1) Diagnosis
of degree of attainment of goal; (2) selection of method of
attainment of goal; (3) definitive outline of goals. We have seen
that the first two are of little immediate value to the administrator.
The first only gives him an accurate notion of where he stands in
any one subject without pretending to tell him why; the second
is a promissory note. Some day we shall be able to tell him the
best methods for the attainment of his goal. The third has slightly
more immediate value. Measurement splits up the goals of education,
gives them concrete formulation, allows teachers to see an
advance in the class in one function as separate from the rest;
allows them, for instance, to distinguish more clearly than they
otherwise would between oral reading and silent reading, or between
addition and division. But this, too, is rather too general
to appeal to administrative economy. One would find it very
difficult to sell one’s services as a measurer to a school board or
a superintendent on the basis of these three values. They answer
that universities and scientific research give them as much as they
want of these values. What an expert on measurement could add
in interpretation of results would seem of small additional value
to them.
Still there is a very marked function that such an expert can
perform; but he must serve a fourth and fifth use of measurement
while he serves a particular school. When he serves the first three
he is serving the science of education and, unfortunately, no one
school will pay him to do that. The uses of measurement that
directly benefit any one school are: (4) Classification by information
and intelligence and (5) diagnosis of individual disability. For
the proper prosecution of these aims individual measurements and
age norms are essential. Only with such equipment can we make
the prognoses of future school behavior which the administrator
so urgently needs.
Grade norms cannot be used to make individual diagnoses.
Though we can see by them which children are below and which
above the level that in their grade they should attain, we cannot
see just what administrators most need to know; namely, whether
the retardation and acceleration are justified or not—how many
children are working at maximum. More than that, computations
based on grade norms are very inaccurate in individual cases
because the variability within any grade is so great. As it becomes
necessary to use new norms for such purposes it is important to
have them in terms that are directly comparable to intelligence
mensuration.[2]
First in importance is an interpretation of the meaning of an
Intelligence Quotient. Too often it is stated as a number and
left as a number with the belief that somehow or other that is a
tag which carries its own divine implication. Its importance lies
in its diagnosis of power of adaptation, and it has a high correlation
with the maximum possible rate of school progress. Just as a pure
information test diagnoses the neural bonds that have been formed
in any one field, so an intelligence test diagnoses the ability to form
bonds, to meet a new situation and form satisfactory habits—power
to learn. It may be thought of as a diagnosis of the neural
chemistry of the individual. As such it is not concerned with the
connections or quantity, but rather with the quality of the neural
tissue.
As an intelligence quotient is actual mental age divided by
chronological age—which is the normal mental level of the child’s
age-group—so it is the rate at which the child has progressed to
mental maturity. It is his potential rate of progress. It is a division
of what is by what normally would be. Then, when we use IQ
we express the various degrees of power of adaptation due to
various degrees of fitness of neural equipment to form bonds, by
means of a diagnosis of the rate of formation of bonds which
everyone forms sooner or later in an environment such as ours.
It is conceivable that we might test this same power without
testing the presence of such bonds at all. Such a test would detect
directly the quality of the neural equipment irrespective of quantity
or conformation.
A ten-year-old child whose mental age is ten has progressed
at the rate which is normal, and his IQ is 1.00. A very exceptional
ten-year-old child whose mental age is fifteen has progressed just
one and one half times as fast as the former, and his IQ is 1.50.
Another exceptional ten-year-old child whose mental age is five
has progressed at just one-half the rate of the first, and his IQ is
.50. What we mean, then, by an Intelligence Quotient is the
rate at which a child grows to the mental maturity of human
beings in the world as it is.
For purposes of presentation of a problem one can here assume
(an hypothesis the value of which will here be determined) that
each child can attain this rate of progress in each of the elementary
school subjects. The degree to which this is true is the degree
to which the IQ is a valid index of power to deal with school subjects.
This assumes that inherited special disabilities in the school subjects
are uncommon, that school progress is determined by the interplay
of intelligence and environment, and that so-called interest characteristics
which aid in development are the result of an earlier
interplay of intelligence and environment. The degree to which
educational product of children can be made to approach this
intelligence will allow us to judge how far these factors are inherited,
since differences that are removable must be learned,
not innate.
We can the more readily see the significance of viewing a child’s
equipment in terms of educational and mental age, when we
conceive of a Subject Quotient. This is a quotient resulting from
the division of the age level reached in the test in question by the
chronological age of the pupil. It is a measure of the rate of progress
of the child in the school subject under consideration. Thus a
ten-year-old child with ten-year-old ability in Thorndike Reading
Scale Alpha 2 would have as his reading age divided by chronological
age, 1.00. This may be called his Subject Quotient in
Reading or his Reading Quotient. The division of what is by what
would be if the child were normal gives the percentage of normality,
the actual rate of progress. Since the IQ is the potential
rate of progress and the SQ the actual rate of progress, the ratio
of SQ to IQ gives the percentage of what that child could do, that
he has actually done. Thus a child with an IQ of 1.32 whose reading
quotient (his RQ) is 1.10, though he is doing work which is
above normal, is not doing work which is above normal for him.
His RQ/IQ is 1.10/1.32, whereas if he were progressing at his optimum
rate it would equal 1.32/1.32. This RQ/IQ is the same quantity as RA/MA.
We may call this a Subject Ratio and the average of Subject Ratios
an Accomplishment Ratio. We could, if the absolute association
between reading age and mental age were perfect, measure the
approximation to ideal educational performance of any one child
in any one elementary school subject through the approximation
of this Subject Ratio to 1.00. As we will see later, Subject Quotients
approach the Intelligence Quotients when special treatment
is given; that is, the correlation of SQ and IQ becomes nearer 1.00
and the difference between the average IQ and the average
SQ approaches zero. It is safe then to expect these Subject Ratios
to be at least 1.00 before we pronounce satisfaction with the school
product.
There is certainly a significant relation between IQ and SQ,
and the more perfect the educational procedure has been, the more
it has called forth all that the child is capable of, the higher it
will be. To determine whether the quotient in any school subject
can be greater than the Intelligence Quotient in any significant
amount, it will only be necessary after we have perfect age norms
by months to get that quotient amongst enough pupils whom
we know to be working at maximum. What is significant here is
that the more nearly any such quotient reaches or exceeds the Intelligence
Quotient the more nearly has the child been brought up to
what he is able to do under the best conditions. The Accomplishment
Ratio is the degree to which his actual progress has attained to
his potential progress by the best possible measures of both.
This would be a mark of the child’s effort, a mark of the concentration
and interest that the child has in the school work, and as
far as no inherited traits or capacities other than intelligence affect
school work it is a measure of the efficiency of a child’s education
thus far. If there are such other innate bases, it is also a measure
of those inherited traits and capacities or their predisposition, such
as concentration, effort, written expression, etc. At any rate it is a
measure of the child’s accomplishment, and so of the effort and
concentration as they really are at present working under those
school conditions. It is an index of achievement irrespective of
intelligence.
A very convenient graph representing the same facts and easily
interpreted by the teacher may be constructed thus:
Here it can be easily shown that Spelling Age, Reading Age,
Arithmetic Age, etc., are in some definite relation to both Chronological
Age and Mental Age. Using the Mental Age line as a goal,
these records may be kept constantly up to date. Another use of
the Accomplishment Ratio is as the medium in which the children
may keep records of their own work. As it is a mark in terms of
intelligence, dull and brilliant children may compete on a parity
to bring their Accomplishment Ratios as high as possible.
Mainly we have advanced formal education. We have in many
ways promoted the abilities to read, write, spell and figure. But
our philosophy of education has advanced far beyond that. We
have other aims in education, and consequently other methods and
modes, which also must be measured and judged. We wish to
promote such qualities as stability, self-reliance, concentration,
and ambition. It does not necessarily follow that we must measure
these things directly, although every one vitally interested in
measurement cherishes the hope that we may some day measure
their behavioristic correlates,—“For the quality of anything exists
in some quantity, and that quantity can be measured.”
“Some of us might be entirely willing to rest the case after asking
whether in practical school life anyone ever saw a teacher thoroughly
confident of teaching ideals but neglectful of reading and
arithmetic. The fact is that the conscientious teacher always gives
attention to both and the successful teacher is able, without omitting
one, to cultivate the other. The theoretical possibility of thinking
of the two results separately has little significance in dealing with
real teachers and real schools. Good reading is a school virtue;
and when one has measured good reading he has measured more
than the trivial or formal side of education.”[3]
This I believe to be true, but I also believe that through measurement
we can actually promote those other more ethical ideals in
education. Through classification by information and by intelligence
we gain a marked increase of attention, concentration, ambition,
and other objectives, measured in part by Accomplishment
Ratios. More discussion due to a greater homogeneity promotes
powers of inference and insight; being only with equals promotes
self-confidence and honor, and in many cases prevents a regrettable
conceit among supernormals; having work to do which is hard
enough prevents habits of indolence and carelessness so commonly
found among intelligent children.[4]
It is a well-known fact that much work must be done in classification
to get homogeneity or real conditions of teaching. As it is,
most teachers are talking to the middle of their classes. When
they do they mystify the lower quarter and bore the upper quarter;
they talk to the upper quarter and mystify the lower three quarters;
or they talk to the lower quarter and bore the upper three quarters.
When a child is bored or mystified his Subject Quotients become less
while his Intelligence Quotient remains constant. Then his Accomplishment
Ratios become less as long as he remains in a position
where he is being mistreated educationally. This, then, is the
proper measure to see whether a child is classified properly or not.
At the Garden City public school I changed as far as I was able
the conditions of education of each child in that subject wherein
his Accomplishment Ratio was markedly below 1.00. The concentration
and effort of the child were obviously low and my
attempt was to change conditions and to promote habits of consistent
work. When the Accomplishment Ratio increased I knew
that the child was profiting, that he was working. Our objective
was to increase Ratios of all children, not to attain any set
standard.
This Accomplishment Ratio would, to my mind, be an ideal
school mark. Besides the inaccuracy of marks to-day, which are
accurate marks only of the teacher’s opinion, biased as it is by the
personal equation of her character with that of the pupil, there is
another fault of prevalent school marking. It is based on average
work. The mark is the link between education in the school and
education in the home. It gives the parents an index of the child’s
work and allows them to encourage or discourage the child’s attitudes.
Such indices have no real significance when they are based
upon average development, as the parent is generally mistaken
about the ability of the child.
Marks given by a teacher are satisfactory only for a normal
child with normal age for the grade. Brilliant children are over-praised
for work which, though over the ability for the group, is
under their own ability. Marks given to stupid children are
misinterpreted by parents so as greatly to prejudice the effort
of the child. Though his work may be such as to merit encouragement
his mark may be very low. Teachers’ marks are, aside from
their inaccuracy, just, only in a group that is perfectly classified;
just, only when the children are all of the same ability and all
possess the same initial information. So far as they are unjust
they are subversive of our aims, as they then transmit a faulty
message to the home and disrupt the continuity of school and
home education.[5]
Such marks as are here advocated would correct this feature
of our present system, as well as the inaccuracy of our present
marks. It is a mark which evaluates the accomplishment of the
child in terms of his own ability. A brilliant child would no longer
be praised for work which in terms of his own effort is 70 per cent
perfect, in terms of the maximum of the group 90 per cent. The
teacher gives him a mark of 90 while we mark him 70. A stupid
child who does work which is marked 70 in terms of the maximum
of the class but 90 in terms of his own, a limited ability, is no longer
discouraged. His effort is evaluated, and the praise which he
receives from home is merited and consequently economical, since
the resultant satisfaction cements the bonds of concentration and
attention. Such a mark is an actual index of the effort that child
is making and consequently forms the proper link between the
school and the home.
Parents would need no great instruction in the interpretation of
these marks, since they have always acted as though the other
marks were these, and since these also are in percentage form.
The only kind of mark they can understand is an Accomplishment
Ratio. I found that the parents of the children at Garden City
were more attentive to such marks than to others, and acted upon
them more readily. Of course the parents of the very intelligent
children, who are used to marks above 90, are surprised at first
when you tell them that your mark of the child is 80; but upon
explanation, which should in all cases precede the first report to
the parents, they immediately see the value of such grading. It
is fortunate in this connection that the greatest amount of explanation
is necessary about intelligent children, as one usually
deals then with intelligent parents.
In this study age norms were derived empirically, both regression
lines being taken into consideration. From the point of view of
statistics it becomes imperative, in order to use the technique
here advised, to have the average age of a score—since we are
going to predict age from score—to translate crude scores into
indices of maturity in each subject under consideration. We are
in error in the use of grade norms, if we find the average score of a
grade and then, when we obtain that score in practice, say that the
work is of that grade. To be able to say this we must know the
average grade of a score. This takes in an entirely different cross-section
of data. If we get the average score of all children in grade
6, then we can predict what a 6th grade child is likely to get, but
we can say nothing about a child who is not in grade 6. In order to
decide that a 4th grade child has 6th grade ability, we must know
that he has such ability that all children who share this score
make an average grade of 6.[6] It would be wise then to get the
regression of score on age as well as the regression of age on score,
since they are not identical, the correlation between score and
age being less than unity.
We will note in passing that the data to establish these norms,
except those of reading, are not as complete as may be desired,
inasmuch as it was difficult to get test scores where the age in
months also was available. However, the general data behind the
grade norms could be used to keep the results from any crude
error; and the averages were obtained for every month from 8
years to 14 years, with a corresponding refinement in intervals of
score, which made still more improbable an error in the general
tendency of the regression lines. Then all the distributions, when
grouped by years, were corrected for truncation; that is, the
tendency for the brighter children of the older group to be in high
school (the data were from elementary schools only) and the
duller children of the younger group to be in the lower grades
where they could not be reached was recognized and corrected by
finding the average, standard deviation, and number of cases which
would have existed if these forces of truncation were not operating.
This was done by the use of the other one half of the figures comprising
Table XI of Pearson’s Tables for Statisticians and Biometricians.
Dr. Truman L. Kelley pointed the way to its derivation.
These norms differ somewhat from those derived from the grade
norms by translation of grade into average age for the grade. This
is because the norm for a grade is the average score for a grade.
Hence the norm of age 10 obtained in this way is the average score
obtained by a grade whose average age is 10. Then the data used
to obtain this average are made up of diverse ages, all of one grade,
instead of all of one age and diverse grades. Even then, we would
have only an average score of an age which approximates what
we want, but is not as reliable to use as average age for a score.
The following procedure was employed in the experiment. The
experiment was carried out in the public school at Garden City.
Two hundred children were given the tests. The instructions, shown
below, were followed in November, 1919, and in November, 1918;
in June, 1919, and in June, 1920, with the exception that no
arithmetic test was used in November, 1918, and June, 1919. The
Binet tests were given by the author; all of the others were given
either by the author or the principal who was careful not to deviate
from the directions in any way. In June of both years the author
gave instructions for a test in one room, and then left the teacher
in charge and went on to the next. This could be done in June of
each year as the teachers were then fully acquainted with the
experiment and their coöperation was assured.
Directions
I. Administer and score the following tests according to standard instructions.
Give all tests to grades 3 and above.
Woody-McCall Mixed Fundamentals in Arithmetic
Thorndike Reading Scale Alpha 2
Thorndike Visual Vocabulary Scale, A2
Kelley-Trabue Completion Exercises in Language
Stanford-Binet Tests (given by the author)
II. Translate the scores into year-month indices of maturity by means
of the following table. (Use Mental Age for the Binet.) Assume rectilinear
development, that is, that the amount of score which equals
the development of one month is the same as the amount of score which
equals the development of any other month. Then interpolation and
extension are allowable. Use the table in this way: Find in the table
the score made by a child (for instance in the Woody-McCall); find the
age to which it corresponds, then call this age the Arithmetic Age of
the child. For instance, if the score in Woody-McCall is 20, his Arithmetic
Age is about halfway between 10 and 11 or 10 years 6 months.
Age
Woody-McCall
Alpha 2
Visual Vocab.
Kelley-Trabue
8—0
12.00
4.50
3.60
4.30
9—0
15.16⅔
4.98
4.32
5.00
10—0
18.33⅓
5.46
5.04
5.65
11—0
21.50
5.94
5.76
6.35
12—0
24.66⅔
6.42
6.48
7.05
13—0
27.83⅓
6.90
7.20
7.70
III. Arrange these Arithmetic Ages of all the children of your school in
order from high to low with the names opposite the scores in the
extreme left-hand column of the paper. At the right have parallel
columns of the grades. Check the grade of each child in these columns.
You will then have a sheet like this:
Name
Arith. Age
Grade
4
5
6
7
8
B
A
B
A
B
A
B
A
B
A
Gertrude Smith
180
#
Saul Sampson
176
#
Ed Jones
176
#
George Calut
172
#
Ida Henry
172
#
Raymond Teller
172
#
Ed Hoard
172
#
Etc.
Do the same with each of the tests. It is clear that, independent of
the unreliability of the test, if your school were perfectly classified all
the 8th grade children would come first on each relation sheet and then
the 7th grade children, etc. You have now a picture of the overlapping
of your grades. Regrade in reading and arithmetic. Draw horizontal lines
across these relation sheets at the points of delineation. Divide your
total number of children by the number of teachers available and then
make a class division by the number of pupils, that is, call the upper
one-sixth of the total number of pupils grade 8 in this subject, the next
one-sixth, grade 7, etc. Teach all grades of arithmetic at the same time
and all grades of reading at the same time. You can now send each
pupil to the grade in which he belongs in each subject.
IV. Call each derived age a Subject Age (SA). Divide each subject age by
the chronological age of the child. This will yield what may be called
a Subject Quotient (SQ), previously called an Educational Quotient
(EQ).[7] Dividing the Reading Age by the Chronological Age, you arrive
at a Reading Quotient. This RQ is the rate at which the child has
progressed in reading. We have the same kind of quotient for intelligence
(Stanford-Binet IQ). This IQ is the potential rate of progress
of the child.
V. The ratio of any Subject Age to Mental Age[8] may be called a Subject
Ratio (SR), previously called an Accomplishment Quotient (AccQ).[7]
This Subject Ratio gives the proportion that the child has done in that
subject of what he actually could have done, and is a mark of the
efficiency of the education of the child in that subject to date. The goal
is to bring up these Subject Ratios as high as possible. When they are
above .90, the child may be considered as receiving satisfactory treatment,
providing norms for subject ages are reasonably accurate. (This
figure, .90, applies to a Subject Ratio obtained by using a Stanford-Binet
Mental Age.) An Arithmetic Ratio based on one arithmetic test
and one intelligence test only is not as good as one based on three
arithmetic tests and three intelligence tests. If Subject Ratios go far
over 1.00 the chances are that the Mental Age diagnosis is too low.
The average of the Subject Ratios of a child may be called his Accomplishment
Ratio.
In the application of the above instructions, whenever opportunity offers
for classification of both subject matter and intelligence (which means many
teachers or a large school), use a Relation Sheet (for instance for Arithmetic)
and then have additional columns at the extreme right for intelligence
headed A, B, C, and D. If a child’s IQ is in the upper quarter of the IQ’s
of your school, check in the column A opposite his name; if it is in the upper
half but not in the upper quarter check in B, and so on with C and D.
Then you will be able to split each group; for instance, the one which is
defined as 8th grade in arithmetic ability, into four sections, each of which
progresses at a rate differing from the others. The A section will progress
most rapidly, B next, C more slowly, and D most slowly.
As Garden City was a small school, adjustment of procedure to
individual differences in intelligence, besides the grouping for
subject matter, was done mostly by pushing children. Children
were advanced whole years (the grade they “belonged to” was the
one in which geography and history were taught; this was their
home grade) besides the readjustment made by the special regrading
in reading and arithmetic. A special treatment class was formed
where pronounced negative deviates were given special attention.
Regrading was also instituted for spelling. Children were promoted
whenever it was considered advisable; teachers were switched from
subject to subject whenever that was considered advisable by the
principal and the author. The Thorndike Arithmetics and other
new texts were introduced to some extent. Any change possible was
made in order to bring EQ/IQ as high as possible. That was the goal.
The purpose was not to prove that any certain educational procedure
would tend to promote abilities more rapidly than others,
but that abilities could be promoted to the level of intelligence—that
intelligence is substantially the exclusive inherited determinant
of variety of product among school children. (It is to be understood
that intelligence may be, and probably is, the summation of
thousands of inherited factors,—neutral elements, here merged
in the broader behavioristic concept of intelligence.)
If we were able to negate other influences upon disparity of
product, we could conclude that these were not inherited. Hence
it would be our burden as educators so to manipulate education as
to prevent their operation. We will attempt to analyze the determinants
of individual differences in product in these children,
to see which influences besides intelligence are part of the inborn
equipment which is not the province of education, but of eugenics,
to correct. No absolute validity is held for any of the conclusions
stated here. The subject is, at best, vague and complicated; but
our conclusions can be used as the basis for a good guess in school
procedure. We can judge general tendencies from the educational
experiences of the two hundred children whose abilities for two years
are here charted.
The importance to educators of the subject in hand is excuse
enough for its treatment. All educational procedure points a prophetic
finger toward the classification of pupils and a reduction of
the individual differences of product to the inherited bases of these
differences.
Classification, however, needs some more accurate psychological
foundation than the mere awareness of individual variance. We
must know:
1. What tests to use.
2. How to use them.
3. Whether abilities in reading, spelling, and arithmetic or
their predispositions exist as special abilities, or whether children
differ in these simply because of their innate differences of intelligence.
4. Whether individual differences in ambition, interest, and
industry, in so far as they influence accomplishment, are due to
special tendencies, or whether they are learned manifestations of a
more general heritage.
5. How these proclivities, specific or general, are related to
intelligence.
Points 1 and 2 are problems of procedure which must be evolved
from our existent knowledge of measurements and statistics. Points
3, 4, and 5 are problems which must be solved from the evidence
resulting from an experiment in classification using these methods.
Points 4 and 5 introduce the vexed question of whether there is a
“general factor” or some general inherited cause of disparity in
school product other than intelligence. Should reading ability
prove to be the result of certain inherited abilities, or predisposition
to abilities, we could not use a measure of mental ability alone as
the guide to what a child could attain in reading. If intelligence,
however, were the only inherited prognostic factor of school achievement,
we could mark the education which had functioned in the
child’s life by the percentage which the actual accomplishment of
the child was of the maximum accomplishment of which he was
capable at that stage of his mental development. So, too, if interest
in particular subjects and ambition are not mainly the result of
rewards and punishments of early life, but are themselves significantly
rooted in the nature of the child, we could not condemn or
commend curricula and methods upon a basis of the ratio of resultant
accomplishment to mental ability, but must include a measure of
this potentiality. The practical queries whether or not a child
can do reading as well as he does arithmetic, whether his ambition
and his honesty have their origin in the same strength or weakness,
can be answered only when these problems are fully solved. The
immediate consequences of knowing that a child can usually be
taught to read if he does other tasks well is of obvious import. It
would be of great service, too, to know whether lack of application
can be corrected so as to bring concentration to the level of the
other traits. If a child is normal in other ways and not in his
tendency to respond to the approval of others by satisfaction, can
this “drive” be increased or reduced to the average, or are individual
differences in specific original tendencies basic to development
of character, and if they are, how much influence do these differences
exert upon school accomplishment? In order to classify children
and comprehendingly watch and control their progress we
must know the relation of achievement to the inherited bases upon
which it depends. We must be able to state a child’s progress in
any one school subject in terms of the potential capacity of the
child to progress. We must know the inherited determinants of
disparity in school product.
PART II STATISTICAL TREATMENT OF THE EXPERIMENT — THE QUOTIENTS — TABLE 1 [10] Intelligence Quotients for All Periods Grouped by Children — TABLE 2 [11] Group Taking All Tests at All Periods Arranged in Order of Magnitude of Intelligence Quotients — TABLE 3 Intercorrelation of All Quotients for All Periods of the 48 Children Who Took All Tests — TABLE 4 Reliability Coefficients — TABLE 5 Intercorrelation of All Quotients in June, 1920. All Children Exclusive of Grade 3 are Here Represented — TABLE 6 Partial Correlations of Quotients Irrespective of Intelligence Quotients — TABLE 7 All Correlations, Means, and Standard Deviations by Grade, Showing Progress from November, 1918 to June, 1919 — TABLE 8 All Correlations, Means, and Standard Deviations of Quotients by Grade, Showing Progress from November, 1919 to June, 1920 — TABLE 9 Summary of Progress in Arithmetic by Increase in r , Decrease in M IQ -M AQ and Decrease in Difference of Standard Deviations Irrespective of Direction — TABLE 10 Summary of Progress in Reading, November, 1918 to June, 1919, by Increase in r , Decrease in M IQ -M RQ , and Decrease in Difference of Standard Deviations Irrespective of Sign — TABLE 11 Summary of Progress in Reading, November, 1919 to June, 1920, by Increase in r , Decrease in M IQ -M RQ , and Decrease in Difference of Standard Deviations Irrespective of Sign — THE RATIOS — TABLE 12 Intelligence Quotients and Subject Ratios for All Periods Grouped by Child. The Order of Entries is Just as in Table 1 — TABLE 13 — SUMMARY
In the discussion and tables which follow:
Q stands for Quotient, which will mean a Subject Age divided
by a Chronological Age. R stands for Ratio, which will mean a
Subject Age divided by a Mental Age.
AQ means Woody-McCall Arithmetic Age divided by Chronological
Age, and AR means this AA divided by Mental Age.
VQ means Thorndike Vocabulary Age divided by Chronological
Age, and VR means this VA divided by Mental Age.
RQ means Alpha 2 Reading Age divided by Chronological Age,
and RR means this RA divided by Mental Age.
CQ means Kelley-Trabue Completion Age divided by Chronological
Age, and CR means this CA divided by Mental Age.
SQ means any Subject Quotient, that is, any Subject Age divided
by Chronological Age, and SR means any Subject Ratio,
that is, any SA divided by Mental Age.
EQ means the average of all Subject Quotients and AccR, the
Accomplishment Ratio, means the average of all Subject Ratios.
All r’s are product-moment correlation coefficients, uncorrected.
As the reliabilities (Table 4) are almost what the other coefficients
are in June, 1920 (Table 5), it is apparent that the corrected
coefficients, when Grade III is excluded, would all be very near
unity at that time.
In Table 1 are presented all the quotients for all periods of
testing, grouped by children. The table, a sample of which is
included here,[9] shows clearly how all SQ’s approach IQ as special
treatment continues. The grades indicated in this grouping are
as of June, 1920. Inasmuch as many double and triple promotions
were made in an effort to get maximum product for intelligence
invested, no conclusion can here be formed of the grade to which
these children belonged at any time except June, 1920. The correspondence
between IQ and the SQ’s in June, 1920 is further
shown in Table 2. In this table the 48 children who took all tests
at all periods are ranked from high to low IQ and their SQ’s are
listed opposite. The high correspondence is readily apparent.
The children are arranged by grade as they were in June, 1920, and alphabetically
within the grade. The periods of testing are lettered in their chronological
sequence; a is November, 1918, b is June, 1919, c is November, 1919 and d is
June, 1920. * = Zero Score
Grade 3
Intelligence Quotient
Test Period
Arithmetic Quotient
Vocabulary Quotient
Reading Quotient
Completion Quotient
101
a
b
c
64
58
43
d
106
88
93
128
a
b
c
80
102
81
d
152
124
153
116
a
b
c
56
90
*
49
d
94
95
77
89
87
a
b
c
90
40
35
54
d
72
74
61
52
112
a
b
c
90
137
133
112
d
112
113
121
131
Intelligence Quotients
Arithmetic Quotients
Vocabulary Quotients
Reading Quotients
Completion Quotients
146
111
154
164
150
142
129
135
137
136
141
109
118
107
121
139
124
141
124
134
138
101
112
105
106
138
121
130
110
109
130
107
139
135
136
122
127
130
124
121
122
113
121
117
124
122
112
102
114
129
121
128
125
128
128
120
100
116
102
119
118
117
123
114
125
117
131
111
118
124
117
106
122
112
111
114
105
126
110
114
109
83
113
117
103
107
103
112
95
103
107
94
126
94
123
104
99
117
96
104
104
103
110
94
116
103
108
113
112
106
101
100
114
109
106
100
90
103
92
92
100
109
118
108
113
99
114
104
106
110
99
114
119
117
115
98
102
101
108
104
98
99
106
107
106
97
95
109
107
105
97
108
101
102
105
97
95
104
89
110
96
90
104
91
91
95
84
99
93
100
95
90
107
99
105
95
85
117
114
103
94
106
57
89
108
94
103
103
106
104
92
96
86
94
85
87
83
88
92
87
87
95
96
94
102
84
85
87
93
87
83
106
91
87
104
80
77
91
80
84
80
84
75
79
84
80
89
107
88
86
78
87
90
93
85
60
69
56
71
77
The intercorrelations of the quotients of these 48 cases for
all periods may be seen in Table 3 (page 21). The correlations with
IQ and the intercorrelations of the SQ’s have increased toward
positive unity or rather toward the limits of a correlation with
tools of measurement such as we have used. This limit is a function
of the reliability of the tests employed. It is customary to use a
formula to correct for attenuation in order to find the percentage
which the correlation is of the geometric mean of the two reliability
coefficients. This is tantamount to saying that any correlation
can go no higher than the geometric mean of the reliability
coefficients of the tests used. It is better to assume that an r
can go as high as the ∜(r₁₁⋅r₂₂) since an r can go as high as the
square root of its reliability coefficient. Dr. Truman L. Kelley
has shown that the correlation of a test with an infinite number of
forms of the same test would be as the square root of its correlation
with any one other form.
The reliabilities and limits defining a limit as the fourth root of
the multiplied reliability coefficients are in Table 4.
Correction for attenuation is often ridiculously high because
the reliability coefficient of one of the measures used is so low. If
an element is included in the two tests which are correlated, but
not in the other forms of each test used to get reliability, the
“corrected coefficient” is corrected for an element which is not
chance. Whenever the geometric mean of the reliabilities is less
than the obtained r, the corrected r is over 1.00 and hence absurd.[12]
Therefore we use here instead, a comparison to the maximum
possibility in a true sense. Since a test correlates with the
“true ability” √(r₁₁), ∜(r₁₁⋅r₂₂) is the limit of an r, its optimum
with those tools. Although these limits apply, strictly speaking,
only to the total correlations, since the reliability correlations are
with all the data; we may assume that the same facts hold with
regard to the correlations of each of the grades, that is, the reliability
is a function of the test not of the data selected.
The limits of the June, 1920 r’s are naturally somewhat larger than
the others since two forms of tests (except the Binet) were used; the
unreliability of the quantitative indices is therefore lower and hence
the correlation with IQ may be larger.
The correlations in 1920 of another group—the whole school
except Grade III—are reproduced in Table 5. Grade III was
excluded since here there had as yet been little chance to push the
r’s. Partials were obtained with these data (Table 6). Little
faith may be placed in the relative sizes of these partials, much
because the rVQ.RQ is here only .73 and, in the data presented
in Table 3, it is .87. This is due to the fact that the data in
Table 3 cover all periods (2 years) while those in Table 5 cover
only one. This difference has comparatively slight influence on
our general conclusions; but it makes a huge difference in the correlation
of RQ and VQ when IQ is rendered constant, whether
the one or the other set of data is used. Moreover, the whole
logic of arguing for general factors by reduction of partial correlations
from the original r has been called gravely into question
in Godfrey H. Thomson’s recent work on this subject: “The Proof
or Disproof of the Existence of General Ability.” Thomson shows
that partial correlation gives one possible interpretation of the
facts, but not an inevitable one. Thus we cannot say that because
RQ and IQ and RQ and AQ are highly correlated, correlation
of IQ and AQ is dependent upon RQ. We can say, however,
that it is likely to be. IQ and AQ may be correlated by reason of
inclusion of some element not included at all in RQ. The higher
the correlations which we deal with the less we need worry about
this, and of course correlations of unity exclude any such consideration.
The P.E.’s are all less than .05
N = 81
IQ
Arithmetic Quotient
Vocabulary Quotient
Reading Quotient
Arithmetic Quotient
.733
Vocabulary Quotient
.837
.628
Reading Quotient
.758
.694
.734
Completion Quotient
.821
.770
.825
.801
I therefore draw no conclusions from the comparative size of
these partials, nor do I get partials with any of the other data,
and rest the case mainly on the high r’s between IQ and SQ’s in
1920; increase in correspondence of the central tendencies and
range of the SQ’s by grade with the central tendency and range
of the IQ’s of the same data; small intercorrelation of SR’s and
negative correlation of AccR with IQ.
The general lowness of the partials (Table 6) does, however,
indicate the great causative relation between IQ and disparity
of product. The elements still in here are common elements in
the tests and the mistreatment of intelligence.
N = 81
Arithmetic Quotient
Vocabulary Quotient
Reading Quotient
Vocabulary Quotient
.04
±.07
Reading Quotient
.31
.28
±.07
±.07
Completion Quotient
.43
.44
.47
±.08
±.06
±.06
What happened by grade in 1918-1919 is summarized in Table
7. What happened by grade in 1919-1920 is summarized in Table
8. Since there were many changes in personnel from 1918-1919
to 1919-1920, we need expect no continuity from Table 7 to Table
8. For the continuous influence of the two years, see Table 3,
which includes 48 children taking all tests at all periods.
I stands for Intelligence Quotient
V stands for Vocabulary Quotient
R stands for Reading Quotient
C stands for Completion Quotient
GRADE
r
M
S.D.
Nov.
June
Nov.
June
Nov.
June
III
I V
.467
.633
I
109.89
113.20
I
12.83
15.49
±.12
±.07
±1.98
±1.91
±1.40
±1.35
I R
.541
.492
V
96.11
109.90
V
21.21
18.69
±.11
±.09
±3.28
±2.30
±2.32
±1.63
I C
.641
.386
R
82.26
101.40
R
22.58
15.85
±.09
±.11
±3.49
±1.95
±2.47
±1.38
C
86.89
108.40
C
22.76
15.79
±3.52
±1.94
±2.49
±1.37
N =
19
30
IV
I V
.724
.819
I
105.90
104.82
I
18.08
18.21
±.07
±.05
±2.73
±2.98
±1.93
±2.11
I R
.665
.845
V
97.20
108.53
V
17.26
24.92
±.08
±.05
±2.60
±4.08
±1.84
±2.88
I C
.596
.717
R
91.06
107.82
R
27.85
10.35
±.10
±.08
±4.20
±1.69
±2.97
±1.20
C
101.45
108.12
C
21.53
17.75
±3.25
±2.90
±2.30
±2.05
N =
20
17
V
I V
.887
.822
I
101.64
99.42
I
24.76
17.63
±.04
±.05
±3.56
±2.73
±2.52
±1.93
I R
.799
.832
V
100.59
111.58
V
26.71
19.78
±.05
±.05
±3.84
±3.06
±2.72
±2.16
I C
.818
.890
R
94.59
101.42
R
22.10
12.56
±.05
±.03
±3.18
±1.94
±2.25
±1.37
C
97.00
102.68
C
22.52
17.71
±3.24
±2.74
±2.29
±1.94
N =
22
19
VI
I V
.793
.772
I
109.90
115.90
I
23.45
24.38
±.08
±.09
±5.00
±5.20
±3.54
±3.68
I R
.497
.726
V
108.00
126.80
V
30.20
25.25
±.16
±.10
±6.44
±5.39
±4.55
±3.81
I C
.798
.891
R
103.10
107.20
R
13.77
20.62
±.08
±.04
±2.94
±4.40
±2.08
±3.11
C
108.90
117.10
C
15.23
18.81
±3.25
±4.01
±2.30
±2.84
N =
10
10
VII and VIII
I V
.625
.504
I
99.29
98.92
I
11.11
11.45
±.11
±.14
±2.00
±2.14
±1.42
±1.51
I R
.622
.709
V
109.43
115.23
V
14.07
17.43
±.11
±.09
±2.54
±2.95
±1.79
±2.31
I C
.782
.730
R
97.00
98.85
R
12.59
15.77
±.07
±.09
±2.27
±3.26
±1.61
±2.09
C
102.43
95.85
C
13.49
17.72
±2.43
±3.31
±1.72
±2.34
N =
14
13
Total
I V
.685
.680
I
105.07
106.88
I
19.34
18.45
±.04
±.04
±1.41
±1.32
±1.00
±0.93
I R
.568
.626
V
101.12
112.67
V
22.83
21.58
±.05
±.04
±1.67
±1.54
±1.18
±1.09
I C
.639
.702
R
92.40
102.91
R
22.65
15.27
±.04
±.04
±1.66
±1.09
±1.17
±0.77
C
98.08
106.27
C
21.48
18.19
±1.57
±1.30
±1.11
±0.92
N =
85
89
I stands for Intelligence Quotient
V stands for Vocabulary Quotient
R stands for Reading Quotient
C stands for Completion Quotient
A stands for Arithmetic Quotient
r
M
S.D.
Nov.
June
Nov.
June
Nov.
June
III
I A
.413
.709
I
102.00
105.53
I
9.60
10.89
±.16
±.08
±1.87
±1.68
±1.32
±1.19
I V
.649
.667
A
82.75
97.84
A
15.88
18.62
±.11
±.09
±3.09
±2.88
±2.19
±2.04
I R
.651
.609
V
94.00
103.47
V
33.44
27.66
±.11
±.10
±6.51
±4.28
±4.60
±3.03
I C
.612
.719
R
87.59
93.88
R
32.06
19.02
±.12
±.07
±6.24
±3.21
±4.41
±2.27
C
90.17
96.84
C
28.82
25.59
±5.58
±3.96
±3.95
±2.80
N =
12
19
IV
I A
.426
.725
I
111.48
113.00
I
14.73
15.04
±.10
±.06
±1.85
±1.93
±1.30
±1.36
I V
.635
.772
A
94.07
111.08
A
12.34
15.02
±.075
±.05
±1.55
±1.99
±1.09
±1.40
I R
.316
.569
V
109.79
115.61
V
16.97
18.39
±.11
±.09
±2.13
±2.34
±1.50
±1.66
I C
.594
.837
R
99.31
110.11
R
17.89
14.67
±.08
±.04
±3.24
±1.67
±1.58
±1.32
C
108.14
118.14
C
15.51
12.70
±1.94
±1.62
±1.37
±1.15
N =
29
28
V
I A
.698
.713
I
103.72
98.83
I
19.57
18.84
±.07
±.07
±2.69
±2.65
±1.91
±1.87
I V
.881
.908
A
87.58
99.71
A
12.43
16.47
±.03
±.02
±1.71
±2.27
±1.21
±1.60
I R
.773
.891
V
109.00
105.17
V
15.58
19.97
±.06
±.03
±2.14
±2.81
±1.52
±1.99
I C
.786
.923
R
104.46
103.00
R
16.99
17.07
±.05
±.02
±2.34
±2.40
±1.65
±1.70
C
107.00
103.48
C
16.12
14.51
±2.22
±2.04
±1.57
±1.44
N =
24
23
VI
I A
.533
.805
I
102.43
105.39
I
11.61
13.56
±.13
±.06
±2.09
±2.16
±1.48
±1.52
I V
.774
.858
A
91.43
104.53
A
11.43
11.31
±.07
±.04
±2.06
±1.75
±1.46
±1.24
I R
.420
.661
V
106.07
112.94
V
11.93
10.94
±.15
±.09
±2.15
±1.74
±1.52
±1.23
I C
.739
.620
R
96.64
106.20
R
12.38
11.88
±.08
±.10
±2.23
±1.79
±1.58
±1.27
C
100.36
107.61
C
13.95
10.55
±2.51
±1.68
±1.78
±1.19
N =
14
18
VII
I A
.740
.795
I
107.27
100.58
I
23.29
19.78
±.09
±.07
±4.74
±2.85
±3.35
±2.72
I V
.867
.718
A
100.00
99.31
A
9.26
11.00
±.05
±.09
±1.86
±2.06
±1.33
±1.45
I R
.862
.799
V
114.36
108.75
V
19.15
14.42
±.05
±.07
±3.89
±2.81
±2.75
±1.98
I C
.833
.677
R
101.73
98.58
R
12.28
11.56
±.06
±.11
±2.50
±2.25
±1.77
±1.59
C
105.82
101.42
C
17.41
16.02
±3.54
±3.12
±2.50
±2.21
N =
11
12
VIII
I A
.663
.796
I
104.83
108.79
I
15.46
18.25
±.11
±.07
±3.01
±3.29
±2.13
±2.33
I V
.828
.750
A
92.92
93.86
A
10.20
9.74
±.06
±.08
±1.99
±1.76
±1.40
±1.24
I R
.775
.722
V
111.67
117.21
V
16.44
14.02
±.08
±.08
±3.20
±2.53
±2.26
±1.79
I C
.838
.868
R
100.83
104.38
R
11.52
20.62
±.06
±.04
±2.24
±3.72
±1.59
±2.63
C
104.92
109.64
C
18.11
17.41
±3.53
±3.14
±2.49
±2.22
N =
12
14
Total
I A
.576
.686
I
106.02
105.87
I
16.73
16.87
±.05
±.03
±1.12
±1.07
±0.79
±0.75
I V
.679
.727
A
91.35
102.01
A
13.22
15.61
±.04
±.03
±0.88
±0.98
±0.62
±0.69
I R
.529
.609
V
107.95
110.54
V
19.76
19.57
±.05
±.04
±1.32
±1.24
±0.93
±0.87
I C
.678
.731
R
99.22
103.65
R
18.85
17.12
±.04
±.03
±1.26
±1.08
±0.89
±0.76
C
104.06
108.00
C
18.87
18.11
±1.26
±1.14
±0.89
±0.81
N =
102
114
Note—Totals without Grade III are much higher than these (Table 5).
Grade III has many children in it who have not been long enough in an
academic situation to allow their SQ’s to go as high as they may.
It is proper to note here that not much can be expected from
Grades III and VIII and from totals including Grade III, since
children in Grade III have not been there long enough to be pushed,
and children in Grade VIII have been pushed beyond the limits
which the tests used will register. Our logic is one of pushed correlations.
If the association of IQ and the SQ’s is what we are
attempting to establish, it is necessary to show:
1. That the r comes near unity;
2. That the central tendencies come near coincidence;
3. That the S.D.’s come near coincidence.
The value of the r is obvious; the value of coincidence of means
becomes clearer if we think of Σ(IQ-EQ)/n, the average difference
of potential rate of progress and actual rate of progress. This
average of differences is the same as the difference of the averages,
which is more readily calculated. Obviously, if we wish to use
an AccR, it is necessary to show more than correspondence when
differences in average and spread are equated as they are by the
correlation coefficient. Besides, coincidence of M’s, correspondence
of S.D.’s is also necessary since a correlation might be positive
unity, the M’s might be equal, and still the spread of one measure
might be more than the spread of the other. If the spreads are the
same and the M’s are the same, and the correlation is positive
unity, each x must equal its corresponding y. Then b₁₂ = b₂₁ = 1.00;
and the M’s being equal, the deviations are from the same point.
Therefore, we will attempt to measure similarity of M’s and
S.D.’s as well as r.
It will be observed that both Tables 7 and 8 give evidence of
each of these tendencies in all grades. In Table 8 marked progress
in arithmetic is apparent. This is due to re-classification in terms
of the Woody-McCall test, which was not done in 1918-1919.
In 1918-1919 no arithmetic test was given and all re-classification
was in terms of reading, being done on the basis of both reading
tests. Spelling re-classification was done each year, but the data
were not treated in this manner. It can be said that wherever
re-classification in terms of intelligence and pedagogical need was
undertaken the desired result of pushing the SQ’s up to IQ was
hastened. Of all the remedial procedure, such as changing teachers
and time allotment and books and method, all of which were
employed to some extent, it is my opinion that the re-classification
was more important than everything else combined.
It is noticeable that when r’s approach the limit which the
unreliability of the test allows them, they drop down again. This
is probably due to continued increase of SQ’s over IQ. Of course,
for some SQ’s to be greater than IQ out of proportion to the
general amount lowers the correlation as much as for some to lag
behind. When the SQ’s of the children of lower intelligence
reach their IQ they continue above. This, of course, is due to
errors in establishment of the age norms. The norms are not
limits of pushing, though an attempt was made by correction for
truncation to get them as nearly so as possible. It is to be noted,
however, that these norms are up the growth curve, that is, reading
age of 10 means a score such that the average age of those getting
it is 10, not the average score of children whose mental age is 10.
The average reading achievement of children all ten years old
chronologically is higher than that of a group all mentally ten,
since many of the mentally advanced have not been pushed in
product. The group used here to establish norms gives more nearly
pushed norms than the others would.
The tendency of the low IQ’s to go over unity in their SR’s is
apparent in Table 1 and in Table 12 and also in the negative correlation
between AccR and IQ.
In both years some second grade children were advanced to
Grade III during the year. This accounts for the low r’s in June,
1919, but in 1919-1920 the Grade III correlations are raised and
the means raised toward the MIQ, even though some second grade
children were put in this group during the year.
GRADE
r
Average Intelligence Quotient Minus Average Arithmetic Quotient
Difference of Standard Deviations Irrespective of Sign (of IQ and Arith. Q)
Average Intelligence Quotient Minus Average Reading Quotient
Difference of Standard Deviations Irrespective of Sign (of IQ and RQ)
Nov.
June
Nov.
June
Nov.
June
III
.541
.492
27.63
11.80
9.75
0.36
±.11
±.09
IV
.665
.845
14.84
-3.00
9.77
7.86
±.08
±.05
V
.799
.832
7.05
-2.00
2.66
5.07
±.05
±.05
VI
.497
.726
6.80
8.70
9.68
3.76
±.16
±.10
VII
.622
.709
2.28
0.07
1.48
5.98
3 of VIII
±.11
±.09
Total
.568
.626
12.67
3.97
3.31
3.18
±.05
±.04
GRADE
r
Average Intelligence Quotient Minus Average Reading Quotient
Difference of Standard Deviations Irrespective of Sign (of IQ and RQ)
Nov.
June
Nov.
June
Nov.
June
III
.651
.609
14.41
11.57
22.46
8.62
±.11
±.10
±5.22
±2.55
±3.69
±1.81
IV
.316
.569
12.17
2.43
3.16
0.76
±.11
±.09
±2.41
±1.78
±1.70
±1.26
V
.773
.891
-0.74
-4.17
2.58
1.77
±.06
±.03
±1.72
±1.20
±1.22
±0.85
VI
.420
.661
5.79
0.90
0.77
0.87
±.15
±.09
±2.33
±1.53
±1.65
±1.09
VII
.862
.799
5.54
0.92
11.00
8.31
±.05
±.07
±2.88
±2.54
±2.03
±1.80
VIII
.775
.722
4.00
4.43
3.94
2.41
±.08
±.09
±1.90
±2.64
±1.92
±1.87
Total
.529
.609
6.80
2.86
2.12
0.06
±.05
±.04
±1.16
±0.30
±0.82
±0.67
The changes in rates of progress are expressed in summaries
by subject matter in Tables 9, 10, and 11. Approach of Arithmetic
Quotient to Intelligence Quotient is measured in Table 9 by:
1. Comparison of r in June with r in November.
2. Comparison of MIQ-MAQ in June and MIQ-MAQ in
November.
3. Comparison of S.D.’s of Arithmetic and Intelligence Quotients
in June and November.
The P.E.’s of each of these differences were obtained by
P.E.diff² = P.E.₁² + P.E.₂² - 2 r₁₂ P.E.₁ P.E.₂
The only MIQ-MSQ in Table 9 which does not show a decrease
at least two times as large as the P.E. of either of the elements
involved, is the 8th grade; and this is due to the limits of the test
used. As mentioned before, the 8th grade did not register its true
abilities in June since a perfect, or nearly perfect, score in the test
was too easy to obtain. The small arithmetic S.D.’s in Grade 8
and consequent great S.D.IQ-S.D.SQ is due to the same cause.
Tables 10 and 11 present the summary of facts with regard
to Thorndike Reading Quotients, the first and second years respectively.
The discussion which follows concerns Ratios, not Quotients.
Grade III
Intelligence Quotient
Arithmetic Ratio
Vocabulary Ratio
Reading Ratio
Completion Ratio
101
a
b
c
63
57
43
d
105
87
92
128
a
b
c
62
80
63
d
119
97
120
116
a
b
c
48
78
*
42
d
81
82
66
77
87
a
b
c
103
46
40
62
d
83
85
70
60
112
a
b
c
80
122
119
100
d
100
101
108
117
101
a
b
c
84
93
37
55
d
90
110
98
92
90
a
b
c
76
58
72
89
d
68
121
77
102
105
a
b
c
60
43
*
57
d
104
95
83
66
The remainder of this table is filed in Teachers College Library, Columbia University.
Nov., 1918
June, 1919
Nov., 1919
June, 1920
Means
Arithmetic Ratio
89.02
97.16
±1.05
±1.07
Vocabulary Ratio
98.96
111.44
106.20
107.61
±1.48
±1.61
±0.90
±0.93
Reading Ratio
96.47
101.96
98.98
100.60
±1.19
±1.18
±1.03
±0.97
Completion Ratio
99.76
101.83
101.67
103.10
±1.11
±1.23
±0.93
±0.85
Standard Deviations
Arithmetic Ratio
12.03
12.53
±0.74
±0.76
Vocabulary Ratio
15.71
16.58
10.34
10.84
±1.05
±1.14
±0.64
±0.66
Reading Ratio
12.63
12.14
11.82
11.36
±0.84
±0.84
±0.73
±0.69
Completion Ratio
12.34
12.63
10.85
9.90
±0.82
±0.87
±0.67
±0.60
Correlations of Ratios
Arithmetic and Vocabulary
.60
.30
±.06
±.08
Arithmetic and Reading
.70
.64
±.04
±.05
Arithmetic and Completion
.48
.61
±.07
±.05
Vocabulary and Reading
.34
.32
.57
.47
±.08
±.09
±.06
±.07
Vocabulary and Completion
.45
.36
.53
.54
±.07
±.08
±.06
±.06
Reading and Completion
.61
.65
.67
.67
±.06
±.06
±.05
±.05
In Table 12 are presented the Subject Ratios in the same order
as the Quotients appear in Table 1.[15] There plainly is a rapid
rise of SQ/IQ from period to period, excluding all pupils who did
not take all tests and excluding Grade III; which includes all
children taking all tests who were in school in June, 1920, and were
Grade IV and above in November, 1918. The average AccR is
98.24 in November, 1918, and 102.78 in June, 1920. The average
IQ for these children is 105.22. The S.DAccR₁₉₁₈ is 11.17;
the S.D.AccR₁₉₂₀ is 9.09; the S.D.IQ is 19.24. It is obvious that
the average amount of product per intelligence has increased,
that the range of AccR’s has decreased (which means that factors
causing disparities, other than intelligence, have been removed),
and that the S.D. of the AccR’s is about one half the S.D. of the
IQ’s. M’s are about equal so it is not necessary to use coefficients
of variability. The variability of children, intelligence aside, is
only one half what the variability is otherwise. The correlations
when IQ = X, AccR₁₉₁₈ = Y and AccR₁₉₂₀ = S and when AccR =
average of Vocabulary, Reading and Completion Ratios, are:[16]
rX.Y.
=
-.602
rX.S.
=
-.493
rY.S.
=
+.549
The remaining disparity is then due to something which is in
negative correlation with intelligence.
The number of cases here is only 48.
The P.E.’s are then as follows:
P.E.M
P.E.S.D.
X
1.91
1.35
Y
1.11
0.79
S
0.90
0.64
P.E.rX.Y.
= .06
P.E.rX.S.
= .08
P.E.rY.S.
= .07
The differences between the M’s and between the S.D.’s of our
1918 and our 1920 AccQ’s; namely, 102.78 - 98.24 = 4.54 and
11.17 - 9.09 = 2.08, have formed a step in the argument. We must
have the P.E.’s of these amounts in order to establish the reliability
of the quantitative indices we employ:
P.E.diff = √P.E.X² + P.E.Y² - 2 rXY P.E.X P.E.Y
P.E.M₂₀-M₁₈ = 0.94
P.E.S.D.₁₈-S.D.₂₀ = 0.47
These differences are then reliable. If the same data were
accumulated again in the same way with only 48 cases, the chances
are even that the 4.54 would be between 3.50 and 5.48 and the 2.08
between 1.61 and 2.55. That there would be positive differences
is practically certain, since the difference between the means is
over four times as large as its P.E., and the difference between
the S.D.’s over four times as large as its P.E.
To make still more certain this observation of positive amount
in M of second testing minus M of first testing and in S.D. of
first testing minus S.D. of second testing (AccR), which means
an increase in central tendency of AccR’s and a decrease in spread
of AccR’s under special treatment, we have listed in Table 13
the means and standard deviations of Subject Ratios of each
test for each period and the intercorrelations of these Subject
Ratios. These do not include exactly the same children in each
period but are inclusive of all grades for all periods. They are a
measurement of increased efficiency of the school as a whole,
rather than of any one group of children; though, of course, the
bulk of the children have representation in each of these indices.
Too much continuity is not to be expected from June, 1919, to
November, 1919, as the children are different. Comparison should
always be from November to June.
These tables bear out the fact presented by AccR. It is clear
that there is a marked development in the S.R.’s, both by increase
of M. and decrease of S.D. The decrease of correlation between
S.R.’s is not so marked, but neither is the negative correlation
between AccR and IQ much less in June, 1920, than in November,
1918. The association of achievements in terms of intelligence is
very probably due to mistreatment, since it is in negative correlation
with IQ, as a general inherited ethical factor could not be.
We will note that the Arithmetic Ratios are in as high positive
association with the Reading Ratios as the Vocabulary Ratios are
with the Reading Ratios. This makes it highly improbable that
the intercorrelation of these remnants is due, to any large extent,
to common elements in the test or to specific abilities. The common
interassociation of all Ratios seems to point to the operation
of some common factor other than intelligence as a determinant
of disparity in school progress. It would be easy to identify this
as the part of Burt’s “General Educational Factor” which is not
intelligence—that is, industry, general perseverance and initiative—were
it not for the fact that this same influence stands in
negative association to intelligence. It is our belief that it is the
influence of a maladjusted system of curricula and methods which
accounts for these rather high interassociations of achievements,
irrespective of intelligence.
The association of abilities in arithmetic, reading, and completion
with intelligence is markedly raised by special treatment.
Disparities of educational product are therefore to a great extent
due to intelligence. (Tables 2, 3,
5, 7, 8,
9, 10 and 11.)
The remnants (intelligence being rendered constant by division
of each SQ by IQ) intercorrelate about .5. If there were specialized
inherited abilities, these intercorrelations would not all be
positive nor would they be as uniform. (Tables 6 and 13.)
The averages of these remnants, for reading, vocabulary, and
completion, correlate -.61 in 1918 and -.49 in 1920 with IQ.
These remnants are in negative association to intelligence. If
the intercorrelations of these remnants were due to a “General
Factor,” this correlation would not be negative.
Therefore intelligence is far and away the most important
determinant of individual differences in product.
As part of the relation between tests, irrespective of intelligence,
is due to common elements in the tests, this reasoning becomes
still more probable.
General factor in education, as distinct from intelligence, has
not been separated here from inherited bases of ambition, concentration,
and industry. It seems out of our province to conjure
up some inherited complex of abilities other than intelligence,
specialized inherited abilities, or proclivities and interests tending
to thorough prosecution of school work. I have therefore meant
this last by the general factor.
McCall has correlations varying continually in size from -.63
to +.98 between various measurements of a group of 6B children.[17]
The abilities involved were not pushed as are those considered here.
Some of the low correlations are no doubt indications of low association
because of the way children are, not the way they might be
by heritage; still others, such as handwriting and cancellation
(unless bright children do badly in cancellation tests because they
are more bored than the others), are correlated low or negatively
with intelligence when the correlation is at its maximum. Such
results as those of McCall serve as a guide not to argue about
other tests by analogy. It is necessary to find which traits and
abilities can be pushed to unity in their relation to intelligence and
which, like handwriting, are practically unrelated to general mental
power.
It is well to know about music tests and such tests as Stenquist’s
mechanical ability test when the correlation with intelligence
is pushed, before we decide whether the quality measured is a
manifestation of specific talent or general intelligence.
Cyril Burt obtained data much like that presented here except
that instead of getting rid of the influence of intelligence and finding
determinants for the remnants of disparity, he built up a hierarchy
of coefficients as they would be if they were due entirely to a common
factor and compared these with his obtained r’s. I will present his
conclusions with regard to a general factor which are in substantial
though not complete agreement with those advanced here.
“Evidence of a Single Common Factor.
“The correlations thus established between the several school
subjects may legitimately be attributed to the presence of common
factors. Thus, the fact that the test of Arithmetic (Problems)
correlates highly with the test of Arithmetic (Rules) is most naturally
explained by assuming that the same ability is common to
both subjects; similarly, the correlation of Composition with Arithmetic
(Problems) may be regarded as evidence of a common factor
underlying this second pair; and so with each of the seventy-eight
pairs. But is the common factor one and the same in each case?
Or have we to recognise a multiplicity of common factors, each
limited to small groups of school subjects?
“To answer this question a simple criterion may be devised. It is
a matter of simple arithmetic to reconstruct a table of seventy-eight
coefficients so calculated that all the correlations are due to one
factor and one only, common to all subjects, but shared by each in
different degrees. Such a theoretical construction is given in
Table XIX. In this table theoretical values have been calculated
so as to give the best possible fit to the values actually obtained in
the investigation, and printed in Table XVIII. It will be seen
that the theoretical coefficients exhibit a very characteristic arrangement.
The values diminish progressively from above downwards
and from right to left. Such an arrangement is termed a ‘hierarchy.’
Its presence forms a rough and useful criterion of the presence of a
single general factor.
“On turning to the values originally obtained (Table XVIII.) it
will be seen that they do, to some extent, conform to this criterion.
In certain cases, however, the correlations are far too high—for
instance, those between Arithmetic (Rules) and Arithmetic (Problems),
and again Drawing and both Handwork and Writing
(Quality). Now these instances are precisely those where we might
anticipate special factors—general arithmetical ability, general
manual dexterity—operating over and above the universal factor
common to all subjects. These apparent exceptions, therefore, are
not inconsistent with the general rule. Since, then, the chief
deviations from the hierarchical arrangement occur precisely where,
on other grounds, we should expect them to occur, we may accordingly
conclude that performances in all the subjects tested appear
to be determined in varying degrees by a single common factor.
“Nature of the Common Factor.
“What, then, is this common factor? The most obvious suggestions
are that it is either (1) General Educational Ability or (2)
General Intelligence. For both these qualities, marks have been
allotted by teachers, quite independently of the results of the tests.
The correlations of these marks with performances in the tests are
given in the last two lines of Table XVIII.
“Upon certain assumptions, the correlation of each test with the
Hypothetical Common Factor can readily be deduced from the
coefficients originally observed. These estimates are given in the
last line but two of the table. They agree more closely with the
observed correlations for General Educational Ability, especially
if the latter are first corrected for unreliability. (Correlations:
Hypothetical General Factor coefficients and General Educational
Ability coefficients .86; after correction .84. Hypothetical General
Factor coefficients and General Intelligence coefficients .84; after
correction .77.) We may, therefore, identify this hypothetical
general factor with General Educational Ability, and conclude
provisionally that this capacity more or less determines prowess in
all school subjects.
“The high agreement of the estimated coefficients with the intelligence
correlations suggest that General Intelligence is an important,
though not the only factor in General Educational Ability. Other
important factors are probably long-distance memory, interest and
industry. It is doubtless not a pure intellectual capacity; and,
though single, is not simple, but complex.”[18]
PART III THE PSYCHOLOGICAL CONCLUSIONS OF THE EXPERIMENT — THE NEGLECT OF GENIUS — IS GENIUS SPECIALIZED? — CURRENT PSYCHOLOGICAL OPINION — INDICATIONS OF THE GARDEN CITY DATA — CONCLUSIONS
Schools of to-day are organized and administered so as to yield
less chance to a child to obtain as much information as is possible
for him to have in direct proportion to his mental ability. The
correlation between accomplishment and intelligence (using AccR,
the average of Reading, Vocabulary, and Completion Ratios with
IQ) was -.61 in November, 1918, and -.49 in June, 1920, in the
Garden City public school. The regrading and special promotion
work from November, 1918, to June, 1920, reduced the handicap
of brightness, but could not obliterate the sparsity of returns per
increment of capacity in the upper reaches of the intelligence.
Further, work along this same line done by A. J. Hamilton in the
Washington School, Berkeley, California, indicates that this was
not a peculiarity of the school at Garden City.
The wide range of abilities which we know exists in pupils of any
one age makes it impossible to adjust our formal education to the
extremes. Much adjustment has been made in favor of the lower
extreme, but little has been done for our genius. Of course the work
with extreme subnormals is conceived and prosecuted more in the
sense of clearing them away for the good of those remaining than
of fitting education to their own needs. We are neglecting, however,
our duty to those whom nature has endowed with the essentials of
leadership. They do not interfere quite as much with ordinary
classroom procedure, but they are greater social assets and need
special treatment to develop them rather than to let others develop
better.
Neither of the extreme groups is certain of getting the normal
stamina necessary for good citizenship. Neither group forms good
habits of study nor accumulates such information as it might.
Being aware of this discrepancy between the gift and the recipient,
we have made our lessons easier and we have segregated the lower
percentile. There is much more to be done. We must adapt
education to at least five varying classes in order to reduce the
spread within each to a commodious span. But the genius is the
most important and should have the greatest claim to our immediate
attention.
First, our social needs demand special attention for the genius
in order that we may better exploit our best nervous resources.
Second, our educational needs demand it since the very bright as
well as the very stupid disrupt calm and cogent classroom procedure.
Third, they themselves demand it in order that they may, even
when they do function as leaders, be happier in that function, since
now they often lose much in social contact by peculiarities which
prevent an integration of their “drives” into a harmonious economy
of tendency. These peculiarities come from their continuous maladjustment,
since when they are with children of their own mental
maturity they are physically and physiologically handicapped;
when they are with children of their own size and muscular equipment
they are so far mentally superior that they are unhappily
adjusted. Only classification on a large scale will allow sufficient
numbers of them to congregate to correct this.
I am reminded of a boy ten years old whose IQ on the Terman
test was 172. He defined a nerve as the “conduction center of
sensation” and, when asked to explain, did so in terms of sensation
of heat and motive to withdraw. He explained the difference
between misery and poverty thus: “Misery is a lack of the things
we want; poverty is a lack of the things we need.” How can we
expect a boy like this to grow into a normal citizen if we do not
provide the companionship of peers in mentality and in physique?
Fourth, our eugenic needs demand it, since we are not conserving
this, our chiefest asset, genius. Unless we conserve better these
rare products, the standard deviation of the intelligence of humanity
will keep shrinking as we select against imbeciles and against genius
as well. The waste of a genius who becomes an intellectual dilettante,
as many now in fact do, is double. We lose what he might
do for society; he does not marry and we lose the potentiality of
his highly endowed germ-plasm.
And they do become dilettantes when special treatment is not
given. I know of a young man who was first of his high-school class,
who got all A’s his first year in College (at Wisconsin), and all
A’s his second year (at Harvard); and then he began to read all
manner of literature with no schema of expression, no vocation,
because, as he said, all college courses are so stupidly easy. He
attended no lectures and read none of the books in one course, and
then two days before the examination he was taunted with not
being able to pass this course. He spent two nights and two days
studying, and he received B in the course. But now he is a failure
because he has no organized, purposive schema of expression;
he was always in classes with people less fortunately endowed than
he, and so he never had a chance.
On these four counts then we must segregate our genius: (1)
Social exploitation of our resources. (2) Educational procedure for
the sake of other children as well as for them. (3) Happiness for
them, organization of their trends, and formation of social habits.
(4) Biologic conservation of great positive deviation from average
human intelligence.
This genius is of various kinds, political and business leaders,
scientists and artists. Have they then the same inherited nervous
structure with regard to abilities and capacities as distinct from
interests? We know that they must have something in common,
something that we call intelligence, power of adaptation. Calling
this the nervous chemistry, the way the nervous system acts its
quality, we must still know whether we have also an inherited
nervous physics to deal with, or a further inherited nervous chemistry
which predisposes to specific ability. Are there inherited
capacities or predispositions to ability? We are in a position to
answer this question with regard to the elementary school subjects,
and are tempted here into a more general discussion of the matter
in hand.
The need to clarify our view on what is inherited and what is due
to environment can be clearly envisaged in terms of our teachers.
Whatever psychologists may mean by “predisposition to ability”
it is quite certain that teachers make no distinction between this
and the inheritance of a capacity. They feel that some children
figure better than they read, and others read better than they
figure, “by nature,” and there their obligation ends. If it is a
grave matter that we shoulder the burden of bringing a child to his
optimum achievement, then it is an immediate duty that we find
how much of the failure to produce product of one kind or another
is due to unremovable factors, and how much is due to our inadequacy.
So, too, we have much loose discussion about finding
out what children can do and want to do in the way of vocational
diagnosis,—loose because it assumes that children are born with
definite vocational capacities. Certainly we can do much more in
the way of development and much more in the way of preparation
for social needs if we know just how much “predisposition to ability”
means. The teacher interprets it to mean about what was meant
by the turtle that held up Atlas who held up the world. She makes
no real distinction between predisposition to ability and specific
ability, just as there was no real causal distinction between the
turtle and Atlas. She then gets at her conception of intelligence
additively,—a summation of school abilities.
The correlation of teachers’ judgment of “power of adaptation,”
carefully explained, and marks given six months previously by the
same teachers was .82. The correlation of this same average
judgment with the average of thirteen intelligence tests was only .58.
These teachers obviously reached their conclusions of the intelligence
of a child in the same way as they reached their conclusions of
what marks he earned in their subjects.
The unit characteristics which make up what we describe in
terms of gross behavior as intelligence must of course be many.
No one denies that if we knew just what these units were we could
describe two possible manifestations of what we now call intelligence,
of which one person could do one only and another person could
do the other only because of the particular combinations of the
units inherited. This would constitute inheritance of predisposition
to special capacities. But it is not the same to assume that the
vocations and aptitudes desirable in a world such as ours have
specialized inherited bases. It is far more probable that substantially
the same inherited characteristics are necessary to success in
all the gross cross-sections of behavior which we call vocations and
abilities.
As the unit characteristics are certainly not so closely allied to
our social needs as “mechanical intelligence” and “social intelligence”
or even “rote memory for numbers,” we may not even
distinguish presence of any five hundred elements from presence of
any other five hundred elements in terms of what we now measure
as intelligence. It is just as likely that all the elements of intelligence
are necessary for every vocation and that all contribute to success
of any one kind as it is likely that some are necessary for one vocation
and others for another.
This is a question of more or less. I believe that the amount to
which a person’s specific talents, his vocation as distinct from his
general power, are shaped by the combinations of elements which
make up his inheritance, is much less than believed by Francis
Galton, who says: “There cannot then remain a doubt but that
the peculiar type of ability that is necessary to a judge is often
transmitted by descent.” And again: “In other words, the combination
of high intellectual gifts, tact in dealing with men, power
of expression in debate, and ability to endure exceedingly hard work,
is hereditary.”[19]
I believe that the amount of influence which inheritance has upon
the kind of thing a man does in life has been overestimated; that
the inherited factors influence more the way in which he shall do
whatever the environment influences him to do. This leaves plenty
of play for the close correlation between parents and children in
both intelligence and vocation. The former is the result of inheritance,
the latter is the result of environment. All competent
psychologists would agree to-day to less specific inheritance than a
basis, for instance, for the distinction in vocation of minister and
orator; and more specific inheritance than for such a statement
as “We inherit how well we will do, we learn what we will do.”
There would be substantial agreement to the statement that the
inherited nervous bases of a very intelligent plumber are more like
those of a very intelligent statesman than like those of a stupid
plumber. This question is, how much inheritance we can conceive
of as being made up of neuro-chemical elements determining us to
do one kind of a thing rather than another.
Interpretation statistically of one thousand possible elements,
simply viewed as present or absent, and again simply viewed only
as combinations and not permutations, would mean that the less
the intelligence the more specific the inheritance. The most intelligent
man alive could, by what he is born with, do anything since
he has all of the one thousand factors, all of which help him in the
prosecution of any venture. But the fewer elements he has the
less well he does most things, and when lacking certain elements
he has lost the capacity to do some things more completely than
others. (I have neglected physiological characteristics necessary to
an ability. A deaf man certainly is handicapped in music. I speak
of possible mental capacities.) Such a view leaves scope for some
degree of special abilities. It accounts for the idiot-savants, it
accounts for the cases where genius is diverse as well as where it is
not though it would demand that specialized genius be very rare
and that inherited specialization be much rarer in the upper than
in the lower reaches of intelligence. It allows for such cases as
Galileo, whose father was a composer, as well as the cases cited by
Galton. Heredity need not imply the same kind of genius though
it does suggest it, whereas the environment backs up this inherited
implication. We further can here absolutely resent an inheritance
of such things as ability in the common school subjects without
being involved in a view to deny the inheritance of a predisposition
to mechanical rather than musical successes.
Observation of brilliant children would corroborate this view.
They can do anything. Observation of the mentally deficient is
equally encouraging to this view. It has always been puzzling that
they seem to do a few things much better than others. According
to this conception there would be a negative correlation between
intelligence and specialized inheritance.
We will then consider each inherited element, not as music or as
science, but rather as an element of intelligence which will help in
all lines of work, but which may be a little more necessary for
some than others. This is a predisposition in a true sense. If a
man had only one element out of one thousand, he could do only
a few things. If he had all thousand he could do everything.
Inheritance of ability is not in terms of units valuable to us socially,
but only in terms of undefined nervous elements; and we may conceive
of specialization, and still hold that there be less, the more
intelligent a man is.
To make the matter still more concrete, imagine two men each
of whom have 900 of the hypothetical 1000 elements, this being a
value of +3 S.D. from the mean intelligence of the human race.
One is a composer, the other financier. According to this view the
greatest number of their inherited bases on which they could
differ would be 100 of the 900 elements. The other 800 must be
alike. Assuming that all of the elements contribute to all of the
activities, but that some of them are more essential to some activities
than to others, we could in this case say that the 100 which are
different decided in some measure the vocation of each man. But
it is much more probable that they overlap in 850 and that each
has only 50 distinct elements, and further that the 50 which are
distinct in each would not all be such as to influence one kind of
ability rather than another. Then these two men, had they interchanged
environments, would probably have interchanged vocations
in that transaction. For the purposes of this discussion we treat
physiological inherited features (such as hearing), as environment,
as we are considering the mental capacity of composer as distinct
from the necessary conditions to its development. According to
this view, then, we account easily for the versatility of genius, which
is so apparent in such accounts as Terman’s The Intelligence of
School Children.[20] Also, though very infrequent, we account for
the genius who could not have done other things as well as those he
did.
Let us consider the case of negative deviates, say 3 S.D. from
the mean intelligence of the human race. Two men each have 100
of the 1000 hypothetical elements. It is much more probable here
than not, that an appreciable amount of the 100 elements would
be distinct in each person, though it is improbable that they would
often be such as to form the basis of an “ability.” This then would
account for specific abilities amongst morons and also for the
presence but rarety of idiot-savants. Also since there are a limited
number of such combinations possible and since many overlap for
all practical purposes, we would account for the common likenesses
as well as the relatively more uncommon extreme differences. This
view is consistent with an examination of the data of this thesis
which are contrary to the common belief in special abilities or to
a view of inheritance of units which are actually the goals of
education and the uses of a civilization too recent to leave its
imprint on inheritance. We found no unremovable predispositions
to one school subject more than to the others in any of the children.
We would thus argue that such predispositions as to mathematics
or to oratory are extremely rare and cannot be used as rules by
which to interpret human nature.
Woodworth says in a criticism of McDougall’s view of instincts:
“What he here overlooks is the fact of native capacities or rather,
the fact that each native capacity is at the same time a drive towards
the sort of activity in question. The native capacity for mathematics
is, at the same time, an interest in things mathematical and
in dealing with such things. This is clearly true in individuals
gifted with a great capacity for mathematics.”[21]
I do not wish to become involved here in a discussion of the
original nature of man on the instinctive side. I wish merely to
rebel at the assumption of specific inheritance of abilities that are
really sociological units. Mathematics is an ability which is useful
to us, which we have come to encourage in education. But it is a
man-made unit. There is no reason to believe that the inherited
components of mentality are in any direct way related to such
talents as mathematics or music. The units may vaguely predispose,
but the units are not mathematics and music. We may say
that the inherited physical and chemical units of the nervous
system may be so distributed as to predispose one man to mathematics,
and another to music, but we must not argue for inherited
interests as correlates. The evidence is all that the inherited
nervous chemistry of the individual is what on the side of behavior,
we define as intelligence—power of adaptation. We may logically
fall back on the inheritance of predisposition to ability, meaning
thereby the inheritance of such nervous qualities as will better
fit the individual to cope with mathematical than with musical
situations; but if we adopt this cautious ground in disputation we
cannot argue in another matter for an inherited interest in mathematics,
innate because of the inborn mathematical talent. If the
inherited qualities merely predispose they merely delimit; just as
a man born without arms would probably not become a great baseball
player, nor a deaf man a great musician, nor a man with poor
motor control a skilled mechanic—so we are predisposed nervously
for capacities. Hence can we argue that the inborn root of the
interest is the capacity? Is it not safer to assume that interests in
success, approval of fellowmen and general mental activity led to
the development of the capacity by virtue of a favorable environment,
and led by the same environment to interests centered about
its activity?
It is far from my intention to say that inheritance is not as
specific nervously as it is in matters of blood pressure and texture
of skin. As we, in our limited knowledge, still define abilities in
terms of behaviour and not by nervous elements, my contention is
that intelligence should be regarded as the sum total of this inheritance,
much as general strength is, in terms of the body. We
have still to find the component units of this intelligence. We can
then define predisposition to ability. To split intelligence into
inherited units of mathematics, reading, composition, mechanics,
etc., is as unjustifiable as to split inherited vigor of body into baseball
capacity, running capacity, climbing capacity, etc. Mathematics
and music are what we do with intelligence, not what intelligence
is made of. Of course everyone agrees to this. The lack of
emphasis upon the chance that the inherited units are general in
their application, that the same inherited elements are involved in
many of the behavior complexes which we call traits and abilities,
is what confuses the situation.
We must know what these elements are, and how many contribute
to which capacities. Then we can decide the question of specialized
inheritance. In all crude behavior data it is impossible to separate
the influence of nature and nurture. A theory of specialized inheritance
will inevitably infringe upon common sense in its claims.
Of the following statements, it would be easier for most of us to
endorse 1 and 2 than 3 and 4, whereas few would agree with 5
and 6.
1. “Unless one is a blind devotee to the irrepressibility and
unmodifiability of original nature, one cannot be contented with
the hypothesis that a boy’s conscientiousness or self-consciousness
is absolutely uninfluenced by the family training given to him. Of
intelligence in the sense of ability to get knowledge rather than
amount of knowledge got, this might be maintained. But to prove
that conscientiousness is irrespective of training is to prove too
much.” (Thorndike, Educational Psychology, III, pp. 242.)
2. “Some attempts have been made to apply these laws to
behavior complexes, but as yet psychology has provided little
foundation for such studies. The most thorough-going attempts
have been made with human mental traits and some evidence has
been collected here in favor of the view that differences in the
instinctive behavior of individuals are inherited according to Mendelian
ratios. But in the field of human psychology too little is known
of the genesis of character, of the distinction between nature and
acquired behaviour to provide a very firm foundation for the work of
the geneticist.” (Watson, Behaviour, p. 156. Italics are mine.)
3. “Even, however, when we omit the trades as well as the cases
in which the fathers were artists, we find a very notable predominance
of craftsmen in the parentage of painters, to such an extent
indeed that while craftsmen only constitute 9.2 per cent among
the fathers of our eminent persons generally, they constitute nearly
35 per cent among the fathers of the painters and sculptors. It is
difficult to avoid the conclusion that there is a real connection
between the father’s aptitude for craftsmanship and the son’s
aptitude for art.
“To suppose that environment adequately accounts for this
relationship is an inadmissible theory. The association between
the craft of builder, carpenter, tanner, jeweller, watchmaker, wood-carver,
rope-maker, etc., and the painter’s art is small at the best
and in the most cases non-existent.” (Ellis, quoted in Thorndike,
Educational Psychology, III, p. 257.)
4. “—the statesman’s type of ability is largely transmitted or
inherited. It would be tedious to count the instances in favor.
Those to the contrary are Disraeli, Sir P. Francis (who was hardly
a statesman, but rather bitter a controversialist) and Horner.
In all the other 35 or 36 cases in my Appendix, one or more statesmen
will be found among their eminent relations. In other words,
the combination of high intellectual gifts, tact in dealing with men,
power of expression in debate and ability to endure exceedingly
hard work, is hereditary.” (Galton, Hereditary Genius, pp. 103,
104.)
Thorndike comments on this last quotation: “Of course there
is, in the case of all of Galton’s facts the possibility that home surroundings
decided the special direction which genius took, that
really original nature is organized only along broad lines. Moreover,
it is difficult to see just what in the nervous system could
correspond to a specialized original capacity, say, to be a judge.
Still the latter matter is a question of fact, and of the former issue
Galton’s studies make him the best judge. We should note also
that it is precisely in the traits the least amenable to environmental
influence such as musical ability, that the specialization of family
resemblance is most marked.”
This cautious and sagacious commentary is in marked contrast
to the following:
5. “But no training and no external influence can entirely supersede
the inborn tendencies. They are the product of inheritance.
Not only unusual talents like musical or mathematical or linguistic
powers can be traced through family histories, but the subtlest
shades of temperament, character and intelligence can often be
recognized as an ancestral gift.” (Munsterberg: Psychology,
General and Applied, p. 230.)
6. “Statistical studies which covered many characteristic
opposites like industrious and lazy, emotional and cool, resolute
and undecided, gay and depressed, fickle and constant, cautious
and reckless, brilliant and stupid, independent and imitative,
loquacious and silent, greedy and lavish, egoistic and altruistic
and so on, have indicated clearly the influence of inheritance on
every such mental trait.” (Munsterberg, Psychology, General and
Applied, p. 237.)
Undoubtedly Munsterberg here refers to the data accumulated
by Heymans and Wiersma since they used such opposites as these,
and also used what might be called statistical methods. Speaking
of the same data Thorndike says:
“In view of the insecurity of their original data it seems best
not to enter upon an explanation of their somewhat awkward
method of measuring the force of heredity, and not to repeat
the figures which are got by this method. Also they do not attempt
to estimate an allowance for the influence of similarity in home
training, though they state that some such allowance must be
made.” (Educational Psychology, III, p. 262.)
Hollingworth and Poffenberger, commenting on the data of
Galton and Ellis mentioned in the quotation above, say:
“Francis Galton has made a statistical study of the inheritance
of specified mental abilities and found that the abilities required
for success as a judge, statesman, minister, commander, poet,
artist, and scientific man, are inherited. But the nature of his
data makes him unable to make exact allowances for influences
of training and environmental influences. Consequently, his
figures might really show general intelligence to be inherited and
the form of its expression to be dependent upon environment.
“Other investigators, among them F. A. Woods and Havelock
Ellis, have made similar statistical studies and conclude that
there is inheritance of even such qualities as temper, common
sense, and the like, but these reports are also subject to the same
complicating influence of environment.” (Applied Psychology,
p. 43.)
It can readily be seen, from these quotations, that there is fundamental
disagreement among psychologists with regard to the
inheritance of specific ability,—fundamental disagreement in
three ways: (1) Interpretation of Galton’s and Ellis’s data. (2)
Opinion on the matter. (3) Degree of precision possible in giving
judgment.
We have noted that it is very difficult to understand what the
neural bases for such special abilities as Galton speaks of could
be; that they are social, not neural or psychological units. A
view of a large number of inherited elements all of which contribute
to what we call general intelligence and each of which is slightly
more necessary to some vocation than others, would account for
all the observed facts, is neurally imaginable, and does not need
to view ability to be a “judge” or “artistic talents” as biological
entities. It further explains the differences in their limited abilities
of mentally deficient children.
Burt says in this connection: “Among children of special (M.D.)
schools, the evidence for a general factor underlying educational
abilities and disabilities of every kind is not so clear. In administrative
practice, ‘mental deficiency’ implies among different
children deficiencies in very different capacities, both general and
specific.” (Cyril Burt: The Distribution and Relation of Educational
Abilities, p. 83.)
For these reasons it is justifiable to attempt to present evidence
of the inheritance of school abilities with a view to showing that
school abilities are not dependent upon special inherited aptitudes,
as teachers so often assume, but that general intelligence is the
only inherited cause of disparity in product. Investigations where
the correlation between educational product and intelligence,
irrespective of chronological age, was less than around .75, used
data where many removable causes were not removed, and consequently
measured results of the environment as well as heredity.
A case such as this follows:
“The influence of inheritance upon a very specific mental quality,
namely, spelling ability, has been tested experimentally, although
here there is some difficulty in separating the influence of heredity
from that of environment. Earle studied the spelling ability of
180 pairs of brothers and sisters who had uniform school training
and found a correlation of .50. This means that if one child deviated
by a certain amount from the average child in spelling ability,
his brother or sister would deviate from the average child just
half as much; that is, he would resemble his brother or sister to
that extent.” (Hollingworth and Poffenberger: Applied Psychology,
p. 44.)
The data presented in this thesis indicate that that correlation
could have been pushed as high as the r between the intelligence
of the pairs of brothers. In other words, a child could be made
to resemble his brother as nearly in spelling ability as he did in
intelligence. All disparity could be reduced to that of general
intelligence. Then intelligence alone is inherited as far as the
data here presented have any bearing on the matter in hand.
The influence of environment is in this case a matter of no consequence,
since the subjects all had the same schooling, and home
influence does not as a rule teach children to spell; but the data
are not irrespective of the influence of intelligence.
Table 3 presents intercorrelations between IQ and quotients in
the various subjects. The correlations are in each instance irrespective
of chronological age since all quantitative indices are
expressed as quotients. We have seen that they go up from September,
1918, to June, 1920. Every possible means was used to
push these correlations to their limit, to remove all removable
factors. We have seen that the data show here, as in Tables 7 and
8, that there is little association between traits which is not a result
of differences in intelligence. Table 3 shows the same 48 children
throughout. The r’s are not corrected for attenuation. Though
the r’s are high throughout and go higher under special treatment,
the association can still be more accurately registered by some
attention to relation of the means and the S.D.’s. Two traits
to be identical must have r = 1.00 S.D.x = S.D.y and Mx = My.
We have seen that the r increases, M-M decreases and S.D.-S.D.
regardless of sign decreases. (Tables 9, 10 and 11.)
But as the S.D.’s of the Subject Quotients (though they do
approach S.D. of IQ) sometimes go below the S.D. of IQ, we
must know why. It is because the low IQ’s do better per their
intelligence than the high IQ’s. We have seen above that the
correlation between IQ and average of the Vocabulary, Reading,
and Completion Subject Ratios is -.61 in November, 1918, and
-.49 in June, 1920.
Then the ratio of achievement to intelligence is in definite
relation to intelligence—a negative relation. It is this same
tendency to adapt our education to a low level which has prevented
a perfect association between intelligence and the various subjects.
The relation of one subject to another, irrespective of intelligence,
would be zero if there were no other factors except intelligence
responsible for the product. After two years of such attempts as
an ordinary public school will allow, we have removed many of the
causes of disparity and increased the association between potential
progress and progress in arithmetic, reading and language. The
correlations, correspondence of S.D.’s, and Σ(IQ-EQ)/n registered
in Tables 9, 10, and 11 give evidence of this as does also the increase
in the AccR, an average of the Arithmetic, Reading, Vocabulary
and Completion Ratios. (Table 13.)
Are the unremoved causes other than intelligence unremovable?
These causes might be, besides the unreliability of tests and the
common elements in the tests, the specialized inheritance we have
considered, ethical qualities of endurance, ambition, initiative and
industry or a general factor. The correlations between Arithmetic
Ratios and Reading Ratios and the other intercorrelations
of Subject Ratios will yield us an index of how much of this remaining
disparity is due to specialized inheritance. These intercorrelations
for all years are embodied in Table 13. The partial
correlations of quotients when intelligence is rendered constant
will be found in Table 6. These intercorrelations, and the partials
as well, give an indication of some general factor other than intelligence
since the r’s irrespective of intelligence are uniform and
all are positive. Only the correlation of arithmetic with vocabulary,
intelligence being rendered constant, goes to zero. Though
this might be due in part to common elements in the tests, it is
more likely that there is another factor in operation. Inheritance
of specific abilities could not have this uniform effect on the correlations.
These correlations all being positive and the r’s being very
uniform, both correlation of ratios and the partials, makes the
interpretation of specialized inheritance of ability extremely
unlikely. The correlation of Arithmetic Ratios with Reading
Ratios is higher in 1920 than that of Vocabulary Ratios with
Reading Ratios. It leaves the possibility that the unremoved
factors are inherited ethical differences or that they are a “general
educational factor.” The negative correlation of AccR with
intelligence, however, being as high as these positive remnants of
interrelation, would tend to make more probable an interpretation
of this as a remnant of disparity, intelligence accounted for, which
is entirely due to the organization of our schools.
All disparity not due to intelligence was worked on as far as it
was possible. Thereupon the association of intelligence and educational
product increased markedly and the negative association
of intelligence with achievement in terms of intelligence decreased
somewhat. However, some association of abilities not due to
intelligence remains. Exactly as much negative association of
achievement in terms of intelligence, with intelligence, remains.
So, when some of the disparities due to the environment have
been removed and therefore the correlation of Arithmetic Ratio
with Vocabulary Ratio and Reading Ratio has been decreased,
the causes which contributed to a correlation such as lack of
interest having been removed, there still remains some relation
of school qualities. But there also still remains a negative association
between this accomplishment and intelligence which means
that we still have a remnant of such removable influence as is due
to badly adjusted curricula.
This enables us to interpret our partials. The partials are not
nearer zero because although we have partialed out the effect
of intelligence, we have not partialed out the factor which controls
the negative relation to intelligence of these very partial resultants,
since that is the effect of the methods and curricula. Though we
did advance bright pupils and give them more chance, we have
not given them a chance proportionate to the stupid children.
And that is true since we often wanted to advance pupils and were
not allowed to; whereas we were never allowed to demote pupils
except in particular subject matter. The stupid children were
always at the frontier of their intelligence at the educational cost
of the others.
It is this remnant which has usually been interpreted as “general
factor” or as inherited factors basic to initiative, ambition, and
industry. The fact of importance is that these remnants, these
marks of children independent of their intelligence, are associated
negatively with intelligence to the same degree that they are
associated positively to each other. Unless we wish to assume
that the “general factor” or the inherited bases of initiative and
industry are associated negatively with intelligence we must account
for the remnant in some other way. It seems far more reasonable
to attribute this remaining association to the educational handicaps
of intelligence which we were unable to remove.
The original tendencies of man, as distinct from his original
equipment, have not been considered in this study. If the quantitative
differences in endowment of this kind were added to the
denominator of our accomplishment ratio formula, we would
have a better measure and better results. We share in this investigation
a general limitation of educational psychology—the requisite
technique to measure individual differences of instincts and the
ethical traits of which they are the predisposition. Industry,
ambition, and initiative are not inherited units. They are, however,
the rules of an economy of expression and as such are dependent
upon individual differences in strength of instinct.
1. IQ can be used as a limit of school achievement expressed
as SQ.
a Progress in Σ(IQ-SQ)/n may be used as a measure of
school efficiency.
b SQ/IQ may be used as a measure of individual efficiency.
2. Correlations between intelligence and achievement are very
different before and after the abilities are pushed.
a Many r’s are reported where conclusions are drawn as
though they had been pushed. These conclusions should
be restated.
b Intelligence and achievement are far more closely associated
than has been assumed to date.
3. Disparity of school product can be reduced to individual
differences in intelligence.
a Little specific inheritance of school abilities.
b Little unremovable difference in industry, conscientiousness
and concentration.
c Intelligence is the only inherited general factor.
4. Negative association between AccR and IQ.
a To-day’s educational procedure involves a handicap to
intelligence.
b The genius has been neglected.
FOOTNOTES
[1] Part of this section is reprinted with revisions from Teachers College Record,
Vol. XXI, No. 5 (November, 1920).
[2] For scientific purposes we want year-month means and standard deviations, that
we may say that Charlie Jones is 2.1 S.D. above the mean for his age level, while
Harold Smith is .1 S.D. below that mean. It is in terms such as these that we may
be able to compare accomplishment in one function with accomplishment in another,
progress in one with progress in another. For many of our problems we need a common
denominator of measurement so that we may compare progress between tests and
age-groups. The best common denominator is, I believe, S.D. in an age-group.
Thus we may locate a child in any age-group in any test and compare that location
with the position of any other child in any other test in his age-group.
For practical purposes, however, it is for many reasons more convenient to use
quotients in elementary schools. Principals would rather deal with quotients since it
is easier to explain them in terms of attainment and capacity. It is the use of such
quotients that this thesis discusses.
[3] Judd, C. H., “A Look Forward,” in Seventeenth Yearbook, Pt. II, of the N.S.S.E.,
1918.
[4] When the disadvantages of “pushing” children are discussed, the disadvantages
of keeping children at their chronological age levels should be considered as well.
Although it is true that a supernormal child placed in that grade for which he is mentally
equipped loses much in social contact, it is also true that he loses a great deal by
remaining in the grade where he physiologically belongs. There he develops habits
of conceit, indolence, and carelessness. It is in all cases much better to group intelligent
children and enrich the curriculum than to “push” them; but pushing may be
better than leaving them where they belong by age. It is a possibility worth considering
that the explanation of the “peculiarities” of genius lies in the fact that he has
never associated with equals. When his fellows are mentally his equals they are
physically far older and when they are physically his equals they are mentally inferior.
[5] Whether only the Accomplishment Ratio as a percentage should be given the
parents, or whether they should know both the IQ and all the SQ’s, is a question on
which I am not prepared to give an opinion. I incline to believe that the parents
should know only the final marks and am sure that I advise telling the children these
only.
[6] There will be reported elsewhere a fuller consideration of this aspect of
the technique of derivation of norms, together with a complete presentation of the
data used to obtain the age norms herein used.
[7] “The Accomplishment Quotient,” Teachers College Record, November, 1920.
[8] Or the ratio of the Subject Quotient to the Intelligence Quotient, which is the
same as the ratio of the Subject Age to the Mental Age.
[9] This table is too bulky for complete publication but may be found on file in
Teachers College Library, Columbia University.
[10] The remainder of this table is filed in Teachers College Library, Columbia University.
Decimals are dropped in this table.
[12] Truman L. Kelley: Statistics, The Macmillan Co.
[13] This correlation was obtained by correlating one half of the Binet against the other
one half and then using Brown’s Formula to determine the correlation of a whole
Binet against another whole Binet.
[14] These quantities do not decrease because a perfect score on the arithmetic test was
too easy to obtain at this time. The children had reached the limits of this test.
[15] Table 12 is too bulky for complete publication. The first page is reproduced here
and the complete table is filed at the library, Teachers College, Columbia University.
[16] No arithmetic was given in 1918, therefore arithmetic was not used in these
averages.
[17] William Anderson McCall: Correlations of Some Psychological and Educational
Measurements, Teachers College Contributions to Education, No. 79.
[18] Cyril Burt: The Distribution and Relations of Educational Abilities, pp. 53-56.
[19] Quotations from Galton: Hereditary Genius, ’92, pp. 61-62 and pp. 103-104.
[20] Terman, Lewis: The Intelligence of School Children. Boston: Houghton Mifflin,
1919.
[21] Woodworth, R. S.: Dynamic Psychology, p. 200. New York: Columbia University
Press, 1918.