Using Reference Structure to Quantitatively Engineer Class Integration
Contents
A potential goal for a class designer is to communicate the connection of information, so that the student feels they are experiencing a uniform body of information. In this document, we describe the use of a measurement of the linguistic references made in class materials to quantitatively characterize the integration of the class.
A reference occurs when one piece of communication explicitly references another piece of communication. For example, if the lecturer says "as you saw in the first homework problem this week", then a reference between lecture and homework is recorded.
Beyond the goal of integration, a reference measurement can also be used to optimize the choice of discretionary content of the course, such as demonstrations and examples. A example which is never referenced is a less efficient use of material than an example which is referenced.
Referencing As a Quantitative Measure
of Class Integration
Reference- Any time a piece of communication refers in some way to another piece of communication.
Explicit Class Blocks- Part of the class that can be identified without resort to educational expertise: Lecture, Lab, Homework Assignment, Test, Demonstration, or Question/Answer segments of Lecture.
References Between Explicit Class Blocks- In the experiments that follow, references connecting Explicit Blocks of the Class are catalogued. For example, if the lecturer refers to homework problem 29.1, then a reference is recorded between the lecture and the homework.
The Reference Pattern as a Basic Model of Class Integration- If a class actually is well integrated where the various parts work together, then this integration should be exposed in the language used by class personnel and materials. If the lecture never mentions the lab, then it is very difficult to claim that the two are well connected.
The Reference Pattern as a Quantitative Measure of the Class- A reference is a physical feature of the language of the class. It either exists or doesnt exist. The detection of references does not depend on expert opinion. References are therefore a good candidate for a statistic useful in educational engineering.
The referencing structure of two introductory physics classes were measured at the University of Arkansas.
UPI- a traditionally taught introductory calculus-based mechanics course. All tests, in-class quizzes, and laboratory descriptions were measured. The lectures were video taped, and six, chosen at random, were measured. Homework problems are drawn exclusively from Tipler, so they share the reference structure presented later in the talk.
UPII- a modified-traditional introductory calculus-based electricity, magnetism, and optics course which combines a traditional lecture with hands-on activities. All tests, homework problems, and laboratory descriptions were measured. The lectures were video taped, and six, chosen at random, were measured.
UPI(Traditional) Reference Matrix
| From Block Type | Total Components | Lab | Lecture | Lecture-Example | Lecture-Demo | Lecture-Q/A | HW-General | HW-Problems | Outside | In-Class Quiz | Textbook-General | Textbook-Specific | Test-General | Test-Problem |
| Lab | 21 |
1 |
||||||||||||
| Lab Reports | ||||||||||||||
| Lecture | 6 |
2 |
4 |
1 |
1 |
2 |
6 |
2 |
||||||
| Lec-Demo | 0 |
|||||||||||||
| Lec-Example | 3 |
4 |
1 |
5 |
1 |
|||||||||
| Lecture-Q/A | 2 |
1 |
||||||||||||
| Homework | * |
|||||||||||||
| Quiz | ||||||||||||||
| Textbook | ||||||||||||||
| Test |
UPII(Modified) Reference Matrix
| From Block Type | Total Components | Lab | Lecture | Lecture-Example | Lecture-Demo | Lecture-Q/A | Homework-General | HW-Problem | Outside | In-Class Quiz | Textbook-General | Textbook-Specific | Test-General | Test-Problem |
| Lab | 39 | 7 | 5 | 1 | 12 | |||||||||
| Lab Reports | ||||||||||||||
| Lecture | 13 | 5 | 2 | 1 | 2 | 5 | 32 | 6 | ||||||
| Lecture-Demo | ||||||||||||||
| Lecture-Example | 2 | 1 | 1 | 2 | 5 | |||||||||
| Lecture-Q/A | 1 | 1 | 2 | 4 | 1 | 4 | 1 | |||||||
| Homework | + | + | ||||||||||||
| In-Class Quiz | 0 | |||||||||||||
| Textbook | 1 | |||||||||||||
| Test | 4 | 1 | 1 |
Reference Diagram for UPI/UPII

Using a Reference Measurement to Engineer
UPI
The measurement quantitatively shows that UPI is very sparsely integrated. This results from a number of decisions about the structure of the course; decisions which are being revised:
After these physical changes are made, increased integration requires the lead instructor to design references integrating the lecture, lab, homework, and tests.
Using a Reference Measurement to Engineer
UPII
The measurement quantitatively shows that UPII is well integrated, but additional improvement is possible:
Referencing as a Design-Time Engineering
Tool
Many tools to improve education require that the instructor make a change and then measure whether the thing that they wanted to accomplish actually happened.
Referencing can be added to a class before it is presented to students, at design-time. It is further totally reliable in that if a reference is added to a class, the class will have that reference, period.
I note that it is not the references themselves which add the educational value, but the changes in class structure and the selection of integrating problems, tests, demos, and labs which improve the educational value. Referencing is an engineering statistic which measures the extent to which the changes in class components accomplish integration.
Portability Issues Arising from Referencing
Educational Reform initiatives have a poor record of portability between institutions.
Referencing is presumably one of many engineering statistics which could be applied to an educational offering. The specification of a class by published materials will not capture the reference structure of the successful experimental class. This lack of complete specification will mean that there are essential features of the class which are not transported.
Our initial goal for educational engineering is to provide as complete as possible a characterization of a class so it can be transported effectively.
The reference measurement technique was also applied to the best selling introductory physics textbook.
Explicit Textbook Blocks-The textbook has a richer structure of explicitly identified blocks than lecture or lab: Chapters, Sections, Strategies, Problems, Examples, Illustrations, Tables, etc. This allows referencing to provide even more information about the integration structure of a textbook.
Reference Matrix for a Leading Textbook
To Block Type
| From
Block Type |
Appendix | Assignment | Chapter | Chapter Quest. | Example | Illustration | Photograph | Drawing | Plot | Outside Text | Section | Strategy | Table |
| Assignment | 0 | 6 | 1 | 0 | 7 | 20 | 6 | 198 | 2 | 0 | 20 | 0 | 7 |
| Chapter Quest. | 0 | 0 | 0 | 0 | 3 | 0 | 0 | 3 | 0 | 0 | 2 | 0 | 0 |
| Example | 2 | 2 | 4 | 0 | 3 | 9 | 2 | 98 | 2 | 0 | 134 | 0 | 7 |
| Illustration | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| Photograph | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Drawing | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 |
| Plot | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Outside Text | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Section | 0 | 3 | 26 | 0 | 2 | 15 | 2 | 148 | 15 | 0 | 65 | 0 | 14 |
| Strategy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4 | 0 | 0 |
| Table | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Chapter Integration Diagram for Leading Textbook

Using Referencing to Engineer a Textbook
The reference graphs show the section and example text does a good job of integrating the section material.
However, there are certain integration problems which were uncovered by the reference analysis.
Statistics Derivable from Referencing
We have been using the graphical representations of the raw data derived from a reference measurement to analyze educational offerings. There are also many useful statistics which can be derived from a reference measurement.
Re-Use- The number of times a block is referenced shows how often a block is re-used. A block that is re-used often is more efficient than a block which is used once and then discarded.
Locality- References can be filtered by how local they are. References which are local to the week of the class or to a section in a textbook provide less integration than longer distance references.
Localization- References can be used to determine how localized a block is in the class. A block than is only discussed within one lecture provides no integration and replacement might be considered.
Spread- The spread of the references from a block shows how well the individual block integrates the class. A ladder of block spreads is probably appropriate.
To Block Type |
0 References | 1 Reference | 2 References | 3 References | 4 References | 5 References | 6-10 References | 11-15 References | More |
| Assignment | 679 | 28 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
| Chapter Quest. | 38 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Example | 56 | 17 | 3 | 1 | 0 | 1 | 0 | 0 | 0 |
| Illustration | 1 | 50 | 16 | 2 | 1 | 1 | 0 | 0 | 0 |
| Photograph | 35 | 13 | 2 | 0 | 0 | 0 | 0 | 0 | 0 |
| Drawing | 9 | 299 | 61 | 5 | 1 | 4 | 0 | 0 | 0 |
| Plot | 0 | 17 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
| Out Text | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Section | 13 | 5 | 5 | 9 | 6 | 4 | 9 | 1 | 2 |
| Strategy | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Table | 1 | 9 | 1 | 1 | 1 | 0 | 1 | 0 | 0 |
Block Type |
Isolated | Sub-Section Local | Section Local | Chapter Local | Textbook Local |
| Assignment | 473 | 155 | 24 | 50 | 6 |
| Chapter Quest. | 32 | 3 | 2 | 1 | |
| Example | 12 | 8 | 30 | 26 | 24 |
| Illustration | 69 | 1 | 1 | ||
| Photograph | 50 | ||||
| Drawing | 378 | 1 | |||
| Plot | 18 | ||||
| Out Text | 4 | ||||
| Section | 5 | 9 | 12 | 35 | |
| Strategy | 1 | 1 | |||
| Table | 14 |
Block Type |
Isolated | Sub-Section Local | Section Local | Chapter Local |
| Assignment | 679 | 24 | 5 | |
| Chapter Quest. | 38 | |||
| Example | 56 | 4 | 17 | |
| Illustration | 1 | 27 | 27 | 16 |
| Photograph | 35 | 8 | 5 | 2 |
| Drawing | 9 | 205 | 119 | 46 |
| Plot | 6 | 11 | 1 | |
| Out Text | 4 | |||
| Section | 13 | 2 | 31 | |
| Strategy | 2 | |||
| Table | 1 | 2 | 7 | 4 |