The Instruments

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  • NEO Personality Inventory-3

    Expert Notes
    Strengths:
    Cautions:
    This tool provides a detailed assessment of general personality using the five-factor model. Note: The overview provided for this instrument includes content that may have been sourced from the instrument publisher's or author’s website (or other site providing information about the instrument)…
  • New General Self-Efficacy Scale (NGSE)

    Expert Notes
    Strengths:

    Strong psychometric support. Predicts motivation, performance, and persistence across domains. Improved clarity and reduced redundancy compared to earlier GSE measures.

    Cautions:

    Some debate over distinctiveness from related constructs like confidence.

    The New General Self-Efficacy Scale (NGSE) is a short self-report survey that measures a person’s overall belief in their ability to handle challenges and complete tasks. It focuses on general confidence rather than confidence in a specific subject or skill. The scale typically includes a small set…
  • Next Generation Science Assessment (NGSA) 3-5

    Expert Notes
    Strengths:

    Explicitly designed as three-dimensional assessments that integrate disciplinary core ideas, science practices, and crosscutting concepts

    Cautions:

    Often embedded within specific digital tasks and contexts, so student performance may reflect familiarity with the platform or task format rather than purely their underlying science understanding or practices.

    The Next Generation Science Assessment elementary assessment tasks are a set of online, scenario-based performance assessments designed to measure students’ progress toward Next Generation Science Standards (NGSS) performance expectations. These assessments are organized by grade band (3–5) and are…
  • Next Generation Science Classroom (NGSC) Questionnaire

    Expert Notes
    Strengths:

    Explicitly aligned with the practice turn emphasized in NGSS

    Captures student perceptions of classroom science practices rather than teacher reports alone

    Sensitive to differences in student experiences across classrooms and teachers

    Useful for examining the opportunity to learn in practice-oriented science instruction

    Cautions:

    Has not been tested with grade levels other than 7th and 8th grade

    The sample of students it was tested with was small,  and had limited demographic, socioeconomic, and geographic diversity

    Best used alongside other measures rather than as a standalone indicator of opportunity to learn

    The Next Generation Science Classroom (NGSC) is a questionnaire that contains 35 items all scaled on a 5-point Likert scale. The items include understanding scientific explanations, generating scientific evidence, reflecting on scientific knowledge, and participating productively in science. 
  • Nondominant Cultural Capital Scales

    Expert Notes
    Strengths:
    Cautions:
    The Nondominant Cultural Capital Scales operationalize Yosso's (2005) community cultural wealth (CCW) framework. CCW refers to the assets that students of color bring to schooling. The four scales include aspirational capital (the ability to maintain hopes and dreams for the future), familial…
  • NSCH Social Competence Scale (NSCH-SCS)

    Expert Notes
    Strengths:
    Cautions:
    The NSCH Social Competence Scale (NSCH-SCS) assesses social competence in youth and was designed to be incorporated into large, nationally representative surveys. Subscore(s): There are two subscores: Social skills, Behavior problems Note: The overview provided for this instrument includes content…
  • NYC School Survey - Teacher Form

    Expert Notes
    Strengths:
    Cautions:
    families, teachers and staff of grades 3-K through 12, and students in grades 6-12 to take the NYC School Survey. The survey is designed to collect important information about each school's ability to support student success. Note: The overview provided for this instrument includes content that…
  • Observation Protocol for Metadiscourse Markers in Science Talk (Ko & Luna, 2023)

    Expert Notes
    Strengths:

    Good for exploring how teachers and students navigate uncertainty during knowledge-building in science

    Useful for qualitative and mixed-methods studies of classroom discourse and science learning interactions

    Cautions:

    This is a framework rather than a ready-to-use checklist; would need some work to operationalize it for a classroom observation protocol

    Pre-work needed to adapt the coding scheme to a new context since Meta-Discourse Markers vary across contexts

    The Observation Protocol for Metadiscourse Markers in Science Talk is a classroom observation and discourse framework through which to examine how teachers and students use talk to build knowledge in science. Developed by Ko and Luna in 2023, the framework identifies and categorizes metadiscourse…
  • OECD Survey on Social and Emotional Skills - Teachers

    Expert Notes
    Strengths:
    Cautions:
    Tags: Belonging
    The Study on Social and Emotional Skills aims to assess the social and emotional skills of students at multiple international locations, and to examine the factors in students’ home, school and community environments that promote or hinder development of these skills. https://www.oecd.org/en/about…
  • The Study on Social and Emotional Skills aims to assess the social and emotional skills of students at multiple international locations, and to examine the factors in students’ home, school and community environments that promote or hinder development of these skills. Note: The overview provided…
  • The Study on Social and Emotional Skills aims to assess the social and emotional skills of students at multiple international locations, and to examine the factors in students’ home, school and community environments that promote or hinder development of these skills. Note: The overview provided…
  • OECD Survey on Social and Emotional Skills - Parents

    Expert Notes
    Strengths:
    Cautions:
    The Study on Social and Emotional Skills aims to assess the social and emotional skills of students at multiple international locations, and to examine the factors in students’ home, school and community environments that promote or hinder development of these skills. Note: The overview provided…
  • Tags: Belonging
    The Study on Social and Emotional Skills aims to assess the social and emotional skills of students at multiple international locations, and to examine the factors in students’ home, school and community environments that promote or hinder development of these skills. https://www.oecd.org/en/about…
  • Online Learning Readiness Scale (OLRS)

    Expert Notes
    Strengths:

    Provides actionable subscales for targeted instructional design interventions.

    Cautions:

    Construct overlap with self-regulation and technology acceptance measures. Limited cross-cultural validation across diverse educational contexts.

    Developed by Hung et al. (2010) and validated on a sample of Taiwanese college students, the Online Learning Readiness Scale (OLRS) explores five dimensions of readiness to study online: self-directed learning, learner control, motivation for learning, computer/Internet self-efficacy, and online…
  • Online Learning Self-Efficacy Scale

    Expert Notes
    Strengths:

    Designed for online learning: Directly relevant for virtual and hybrid courses. Focuses on actionable behaviors: Includes concrete strategies like time management and help-seeking.

    Cautions:

    Some items may not fit all contexts: Certain behaviors (e.g., discussion boards) may not apply in every course. Variable consistency across subscales: Not all sections of the survey may perform equally well (e.g., help-seeking and time management).

    The Online Learning Self-Efficacy Scale (OLSES) is a 22-item self-report questionnaire that measures students’ confidence in their ability to succeed in online learning. It includes three subscales: learning in the online environment, time management, and technology use. The scale was developed for…
  • Online Self-Regulated Learning Questionnaire

    Expert Notes
    Strengths:

    Strong psychometric performance: high discrimination, acceptable internal consistency, and good overall model fit with clear separation of factors

    Cautions:

    Cross-group comparability concerns: several items may not demonstrate measurement invariance across racial/ethnic groups, gender, and first generation status

    The Online Self-Regulated Learning Questionnaire (OSLQ) is a 24-item survey. Researchers at Baylor University and Texas Tech University developed this instrument. It measures how well students manage their own learning in online or blended environments. The tool is designed for students at the post…
  • Oral Retell Science Understanding Assessment (Faggella-Luby et al., 2016)

    Expert Notes
    Strengths:

    Uses retellings of informational science texts to capture both reading comprehension and conceptual science understanding simultaneously, providing a more integrated and authentic measure of student learning.

    Cautions:

    Relies heavily on students’ oral or written language production (retelling), which may confound results with language proficiency (especially for ELL students) rather than purely reflecting their science understanding.

    This assessment uses student retellings of an informational science text to measure both reading comprehension and science conceptual understanding. Students are asked to read a selected passage and then orally retell what they remember, with minimal prompting, allowing researchers to capture how…
  • Organizational Climate Description Questionnaire

    Expert Notes
    Strengths:
    Cautions:
    Dimensions (Subtests of the OCDQ-RE): Supportive principal behavior reflects a basic concern for teachers. The principal listens and is open to teacher suggestions. Praise is given genuinely and frequently, and criticism is handled constructively. The competence of the faculty is respected, and the…
  • Organizational Climate Index (OCI)

    Expert Notes
    Strengths:
    Cautions:
    The Organizational Climate Index (OCI) is a short organizational climate descriptive measure for schools. The index has four dimensions —principal leadership, teacher professionalism, achievement press for students to perform academically, and vulnerability to the community. The measure is a…
  • Overall Sense of Belonging subscale

    Expert Notes
    Strengths:

    Validated with racially diverse first-year U.S. college students. Useful for examining how campus climate and college experiences relate to students’ sense of belonging.

    Cautions:

    Evidence is strongest for first-year college students.

    The Overall Sense of Belonging subscale is a brief, 3-item survey that measures how well students connect to their school community. The tool is designed for students in their first year of college. It assesses how students integrate into both academic and social environments. The subscale contains…
  • PAIRIN Readiness Management System

    Expert Notes
    Strengths:
    Cautions:
    PAIRIN Pro is an all-inclusive coaching and development tool that dynamically matches people to optimal job profiles and training programs, identifies individual skill gaps, and provides tools and resources to help develop those skills to ensure each person reaches their full potential. Note: The…
  • Panorama School Climate Survey

    Expert Notes
    Strengths:
    Cautions:
    Student: Skills and Competencies includes items on Social Awareness. How well students consider the perspectives of others and empathize with them. Student: Supports and Environment includes items on Diversity and Inclusion.  How diverse, integrated, and fair school is for students from…
  • Panorama Social-Emotional Learning Student Surveys

    Expert Notes
    Strengths:
    Cautions:
    The Panorama Social-Emotional Learning Student Surveys are comprehensive surveys designed to measure social-emotional competencies of students and how they are supported in classrooms and schools. All surveys are built on the same matrix which measures school experience in the three broad areas of…
  • Panorama Teacher and Staff Survey

    Expert Notes
    Strengths:
    Cautions:
    Tags: Belonging
    The Panorama Teacher and Staff Survey gathers teacher and staff perceptions of their professional well-being; capacity and efficacy around supporting academic, social, and emotional learning; professional learning opportunities; cultural competency and awareness; school climate and culture; and…
  • Parent Behavior Checklist

    Expert Notes
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    Tags: Parenting
    The Parent Behavior Checklist (PBC) is a self-reporting instrument designed for parents with children 1-4 years years old. The instrument, which only takes 10-20 minutes to complete, provides expectations, nurturing, and discipline subscales.
  • Parent-Child Relationship Inventory (PCRI)

    Expert Notes
    Strengths:
    Cautions:
    Tags: Parenting
    The Parent-Child Relationship Inventory (PCRI) is an instrument for parents to assess their relationship with their children. The instrument, which contains 78 items, has been standardized on over 1,100 parents in the United States.
  • Parent Education Profile (PEP)

    Expert Notes
    Strengths:
    Cautions:
    Tags: Parenting
    The Parent Education Profile (PEP) is a 75-item observation instrument that measures 15 subdomains. The instrument, which is designed for children from birth to 8 years old, measures parents' behavior related to children's literacy skills.
  • Parent-Infant Relational Assessment Tool (PIRAT)

    Expert Notes
    Strengths:
    Cautions:
    Tags: Parenting
    The Parent-Infant Relational Assessment Tool (PIRAT) is an observation instrument that rates parent-child interactions for children ages birth to 2 years. The PIRAT measures optimal parental behavior and can be used as a risk assessment by health professionals. The instrument was developed as part…
  • Parent Reading Belief Inventory (PRBI)

    Expert Notes
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    Tags: Parenting
    The Parent Reading Belief Inventory (PRBI) is a self-reporting instrument that assess parents' beliefs about the frequency, quality, and importance of their child's literacy activities. The 42-item instrument provides seven subscales: positive affect, verbal participation, resources, teaching…