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National Adaptation Forms International Study Centre. Data Management Seminar Hamburg, July 2008. Adapting FT instruments. All instruments have to be adapted including those for English-speaking countries Adaptations should be kept to a minimum

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National Adaptation Forms International Study Centre


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national adaptation forms international study centre

National Adaptation FormsInternational Study Centre

Data Management Seminar

Hamburg, July 2008

adapting ft instruments
Adapting FT instruments
  • All instruments have to be adapted
    • including those for English-speaking countries
  • Adaptations should be kept to a minimum
  • Adaptations have to be documented in National Adaptation Forms (NAF)
  • There should be consultation with the International Study Centre (ISC)
types of adaptations
Types of adaptations
  • There are parts of instruments that have to be adapted
    • Provision in translation notes and NAF
    • Usually in carets (< >)
  • There may be the need for adapting other items
    • This should only be done when absolutely necessary!
  • In some cases, national centres may want to add items or categories
    • Should be discussed and agreed with ISC
purpose of national adaptation forms
Purpose of National adaptation forms
  • Necessary information for translation verification
  • Reference for layout verification
  • Facilitates data processing
    • Documenting any deviation from international format
process of adapting instruments
Process of adapting instruments
  • Completing NAF in cooperation with translator and reviewer (> Version I)
  • Consultation about NAF with ISC (> Version II)
  • Documenting any changes from translation verification (> Version III)
  • Documenting any changes from layout verification (> Version IV)
national adaptation forms naf
National adaptation forms (NAF)
  • EXCEL format
  • One general information spreadsheet
  • Nine adaptation forms
    • Cognitive test
    • Student questionnaire
    • Teacher questionnaire
    • School questionnaire
    • European regional test
    • European regional questionnaire
    • Latin American regional test
    • Latin American regional questionnaire
general information spreadsheet
General information spreadsheet
  • Includes
    • Name of country
    • Language of instrument
    • ISC consultant name
  • Record of dates for each NAF version Information on participation in international options
  • Space for comments
columns in naf 1
Columns in NAF - 1
  • Columns 1 to 3 should not be modified:
    • 1: International question numbers
    • 2: International question/category wording
    • 3: International variable or code
  • Column 4 to 5 may have to be completed
    • Only when adding items or categories!
    • No changes for test items!
columns in naf 2
Columns in NAF - 2
  • Columns 6 to 7 have to be completed when marked in yellow:
    • 6: National wording of adaptation
    • 7: English translation of this adaptation
  • Column 8 is reserved for any comments NRC would like to make
    • Useful for consultation when implementing adaptations that are additional
  • Column 9 is reserved for comments by the ISC during the consultation
adding items or categories
Adding items or categories
  • Not acceptable for cognitive test(s)!
  • Requires discussion and agreement with ISC
  • Only acceptable in exceptional circumstances
  • MUST be documented in NAF!
international and national options
International and national options
  • International options will be included in NAF
    • National centres should indicate whether they want to include the optional question(s)
  • National options should be documented in the NAF
    • At the end of each questionnaire spreadsheet space is provided for documenting national questions
regional instruments
Regional instruments
  • Spreadsheet for regional instruments should be deleted from NAF for non-participating countries
  • NAF for Asian regional module will be provided once the instrument is finalised
adapting test items
Adapting test items
  • No additional items or categories are allowed
  • Less room for adaptations than with questionnaire items
  • Typically only some expressions in carets (< >) have to adapted, for example:
    • <Zedtown>
    • <female name>
    • <parliament/legislature>
student questionnaire 1
Student questionnaire - 1
  • Notes provided to guide adaptation
  • Many required adaptations, in particular for background questions
  • Examples of compulsory category adaptations are
    • ISCED levels for expected qualification and parental education
    • Language spoken at home
    • Country of birth
student questionnaire 2
Student questionnaire - 2
  • Educational levels should be adapted following the international ISCED classification
    • http://www.uis.unesco.org/ev.php?URL_ID=3813&URL_DO=DO_TOPIC&URL_SECTION=201
    • Manuals in English, French, Spanish, Russian, Arabic and Chinese
  • Where ISCED mapping is difficult, the ISC will help during consultation!
student questionnaire 3
Student questionnaire - 3
  • Expressions
    • <school parliament>
    • <local community>
    • <ethnic/racial groups>
  • International options in StQ
    • Q2b Ethnic background of student
    • Q11b Household composition
    • Q34 – Q36 Questions on religion
teacher questionnaire 1
Teacher questionnaire - 1
  • Notes provided to guide adaptation
  • Need to adapt terms that depend on national educational system
  • Categories that need to be adapted, for example:
    • School subject categories
  • Expressions that need to be adapted to national context as for example:
    • <deputy/assistant principal>
    • <school governing board/school council>
teacher questionnaire 2
Teacher questionnaire - 2
  • International option with questions for teacher teaching subjects related to civic and citizenship education
  • <civic and citizenship education related subject>
    • to be adapted as subjects that at the national level can be labelled as “civic and citizenship education”
school questionnaire
School questionnaire
  • Notes provided to guide adaptation
  • Need to adapt terms that depend on national educational system
  • Expressions that need to be adapted to national context as for example:
    • <deputy/assistant principal>
    • <school governing board/school council>
after completion of naf
After completion of NAF
  • Send NAF to iccs@acer.edu.auimmediately after completion
  • International Study Centre will respond within shortly and send NAF back with
    • indications whether adaptation is appropriate from the ISC’s point of view (ok)
    • suggestions for changes (!)
    • possible questions for further clarification
  • Modified NAF will become version II
practical example 1
Practical example - 1
  • Cognitive test:
    • Provide adaptations for item codes 103 and 105
  • Student background questionnaire
    • Provide adaptations for expected ISCED qualifications A04a and A04b
    • Provide adaptations for country of birth (B02)
practical example 2
Practical example - 2
  • Student perceptions questionnaire:
    • Provide adaptations for question H02 (trust in institutions)
  • Teacher questionnaire
    • Provide adaptations for Q1 to Q3
  • School questionnaire
    • Provide adaptations for Q5