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Combining Achievement and Well-Being in the Assessment of Education Systems

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Abstract

Countries’ education systems are often compared using academic achievement measures from large-scale assessments like PISA. These exercises are criticized because achievement is but one of the aims of education and comparisons don’t take into account each country’s socio-demographic composition, cultural and historical background and organizational features. We use data from OECD countries to assess countries that can serve as models for education policy to promote both high mathematics achievement and student well-being. We adopt a novel methodological approach based on imputation methods to simultaneously estimate mathematics achievement and students’ sense of belonging while taking into account countries’ socio-demographic and organizational features. Results indicate that, in general, education systems have been able to organize and use their resources to promote either mathematics performance or student well-being, but not both simultaneously. The East Asian approach to education is successful in promoting student achievement in mathematics while Austria, Norway and Spain have greater success in promoting students’ sense of belonging.

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Fig. 1

Source Own calculations based on PISA 2012 Database

Fig. 2

Source Own calculation based on PISA 2012 database, See Tables 2 and 3 for complete figures. (Color figure online)

Fig. 3

Source Own calculation based on PISA 2012 Database

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Notes

  1. Other critics have signaled flaws in the methodology or PISA (Stewart 2013), but they have been dismissed (Schleicher 2015) or led to improvements in future rounds of PISA.

  2. In Canada, the correlation between PISA reading scores and students’ actual grades in reading is 0.34 (the correlation between actual grades in mathematics and actual grades in reading is 0.38) (OECD 2010a: 78). The correlation between self-reported grades in reading and PISA reading scores ranges from 0.58 in Poland to 0.19 in the Flemish Community of Belgium, possibly reflecting different approaches to grading (OECD 2012b: 53).

  3. By focusing only on mathematics scores, this paper may be arbitrarily reducing academic to mathematics as measured by PISA. It thus ignores achievement in reading or science (as well as that in other, non-measured domains). However, the latent correlation between mathematics and reading is 0.85 and between mathematics and science is 0.89 (OECD 2014: 230). As a result, adding reading and science scores to the analysis or running them separately for reading and science do not change the results presented. Grades in a particular could also be included, but they generally do not measure the same set of skills or attributes across countries (OECD 2012b).

  4. The PISA 2012 Technical Report (OECD 2014) and the PISA Data Analysis Manual (OECD 2009a) suggest that, when computing estimates with standard errors, each estimate ought to be calculated separately based on each plausible value and then averaged to calculate the point estimate and combined to calculate both the population sampling and test item sampling error. In cases where standard errors are of no interest, the point estimate is obtained more efficiently by averaging the five plausible values and estimating the coefficient of interest on the basis of this average.

  5. Full details on the assessment, sampling, design, rotation and scoring of PISA assessments can be found in the PISA 2012 Technical Report (OECD 2014).

  6. Such is the logic of decomposition techniques to analyze the sources of differences in outcomes across groups. One such decomposition is the Oaxaca-Blinder decomposition (Barrera-Osorio et al. 2011).

  7. Additionally, the difference between the two groups can include the interaction between assets and effects if the effect for a given asset becomes stronger as this asset becomes more or less prevalent. For the purposes of this study, we assume that there are no interactions between assets and effects, a likely assumption given the high percentage of variance explained in the models (see R2 columns in Tables S2 and S3) and the fact that for most of the assets measured in PISA there is already a restricted range given that schools and students are sampled, and that schools and students around the world share many attributes (Benavot et al. 1991; Boli et al. 1985; Meyer et al. 1992).

  8. A preliminary step was performed to correct for missing data, see paragraph below on missing data in this section. This step thus draws on each country’s dataset with no missing data.

  9. Although the imputation literature suggests the use of between 5 and 10 imputations (i.e. multiple imputation) to correctly and efficiently account for the uncertainty in imputation in the variance of the estimates (Allison 2002), we only impute once with the possibility of adding variability with Mark Chain Monte Carlo methods (i.e. stochastic imputation). Stochastic imputation is preferred over multiple imputation in our case because the latter is computationally intensive and the exploratory nature of this paper limits the need to produce unbiased standard errors yielded by multiple imputation.

    A complete dataset is needed for our analyses to ensure that estimates for a country’s achievement and sense of belonging are based only on the country’s assets and only on the model country’s effects. If the country has missing data, the imputation procedure would use information from the model country to complete information about the country’s assets, thus biasing the country’s assets and the subsequent estimates for achievement and sense of belonging. SAS’s PROC MI was used for this purpose. In both instances, SAS PROC MI is used with no specification on the range of possible imputed values.

  10. Tables S2 and S3 in the supplementary materials provide the regression coefficients of the relationship between each independent variable and mathematics performance and sense of belonging. They give an indication of the way each asset is related to student outcomes in each of the model countries.

  11. Using all OECD countries as potential models for each other shows that those omitted from the selection of potential countries do not become educational policy examples for the remaining countries (results available upon demand). Countries not chosen as potential models for this paper include Chile, Greece, Italy, Greece, Mexico and Portugal (vertically stratified); Denmark, Estonia, Iceland and Sweden (Nordic); Australia, Ireland New Zealand and the United Kingdom (Anglo-Saxon); Luxembourg, the Netherlands, Switzerland (highly stratified Saxon); and the Czech Republic, Hungary, the Slovak Republic and Slovenia (Eastern European). Israel and Turkey were not chosen as potential models as their educational systems do not fall neatly into one of the six abovementioned types of education systems. In full models only Iceland becomes a model for sense of belonging in 16 countries, but the particular characteristics of this country make its characteristics potentially harder to replicate elsewhere (e.g. a total of only 204 schools for students in compulsory education).

  12. The exploratory nature of this paper reduces the need for standard errors, thus reducing the need for more than one imputation, as is the case in multiple imputation. More than one imputation would greatly increase the computational demands of this analysis without any major improvement in the estimation of point estimates.

  13. Tables S2 and S3 in the supplementary materials show the results of the simultaneous estimation for average mathematics achievement and sense of belonging, for all pairs of OECD and model countries. They also provide a fit of the models for each country. On average across OECD countries, the variables included in the analyses account for 69% of the variance in student mathematics achievement and 36% of the variance in students’ index of sense of belonging. Explained variance is relatively similar across OECD countries, indicating that the model proposed and used for the estimation of hypothetical scores is adequate.

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Acknowledgements

The authors would like to acknowledge Marilyn Achiron, Tommaso Agasisti and the anonymous reviewers for their insight that improved the quality of the manuscript. The analyses presented are based on publicly available PISA 2012 data (www.pisa.oecd.org). The responsibility for opinions expressed in this article rests solely with their authors, and publication does not constitute an endorsement by the International Labour Office or by the Organisation for Economic Co-operation and Development of the opinions expressed in it.

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Correspondence to Guillermo Montt.

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Montt, G., Borgonovi, F. Combining Achievement and Well-Being in the Assessment of Education Systems. Soc Indic Res 138, 271–296 (2018). https://doi.org/10.1007/s11205-017-1644-y

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