Vous êtes sur la page 1sur 180

'RLQD &ORQHD

3URFRSLH 3 &ORQHD

$ +DQGERRN RI (QJOLVK 7HDFKLQJ 0HWKRGRORJ\

(GLWXUD &DOLJUDIDFWLY 3LWHVWL 

(GLWXUD &DOLJUDIDFWLY 3LWHVWL


7HKQRUHGDFWDUH FRPSXWHUL]DW 'RLQD &ORQHD &RUHFWXU L UHYL]LH ILQDO 3URFRSLH &ORQHD &RS\ULJKW 

 (GLWXUD &DOLJUDIDFWLY 3LWHVWL

7RDWH GUHSWXULOH DVXSUD DFHVWHL HGLLL VXQW UH]HUYDWH (GLWXULL &DOLJUDI  DFWLY 1LFL R SDUWH GLQ DFHDVW OXFUDUH QX SRDWH IL UHSURGXV VXE RULFH IRUP IU SHUPLVLXQHD VFULV D DXWRULORU ,6%1     

&RQWHQWV
7HDFKLQJ (QJOLVK DV D )RUHLJQ /DQJXDJH $ *HQHUDO 9LHZ 
, ,, ,,, ,9 6KRUW +LVWRULFDO 6XUYH\  7HDFKLQJ 0HWKRGV  /LQJXLVWLF 7KHRULHV DQG )RUHLJQ /DQJXDJH 7HDFKLQJ  7KH &RQWULEXWLRQ RI 2WKHU 6FLHQFHV 

&RPPXQLFDWLRQ DQG )RUHLJQ /DQJXDJH 7HDFKLQJ DQG /HDUQLQJ


, ,, ,,, /DQJXDJH /HDUQHUV DQG 1DWLYH 6SHDNHUV  7KH 3ULQFLSOHV RI &RPPXQLFDWLRQ DQG WKH 7HDFKLQJ RI 3URGXFWLYH 6NLOOV  7KH 7HDFKHU DQG WKH 6WXGHQWV 

7HVWLQJ 
, ,, ,,, ,9 9 9, 9,, 9,,, :KDW ,V D /DQJXDJH 7HVW  +LVWRULFDO 7UHQGV LQ /DQJXDJH 7HVWLQJ  $VVHVVPHQW 7HVWLQJ DQG 7HDFKLQJ D /DQJXDJH  0DLQ 7\SHV RI 7HVW  4XDOLWLHV RI D 7HVW  7HVWLQJ *UDPPDU  7HVWLQJ 9RFDEXODU\  7HVWLQJ /DQJXDJH 6NLOOV 

7HDFKLQJ 3UDFWLFH )LOH  %DVLF (/7 7HUPV  *HQHUDO %LEOLRJUDSK\ 

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

LQ WRXULVP PDGH LW QHFHVVDU\ WKDW DW OHDVW WZR PRGHUQ ODQJXDJHV EH WDXJKW LQ VFKRROV 3RSD  

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



UHVWULFWHG DSSOLFDWLRQ RU YHU\ RIWHQ FRPSOHWH HOLPLQDWLRQ RI WUDQVODWLRQ DV D PHDQV RI WHDFKLQJ D ODQJXDJH LQVWHDG RI WUDQVODWLRQ YLVXDO DLGV DQG YDULRXV RUDO DQG ZULWWHQ H[HUFLVHV DUH UHFRPPHQGHG RQ D ODUJH VFDOH



WKH LQGXFWLYH DSSURDFK WR WHDFKLQJ JUDPPDU LH WKH OHDUQHU PD\ GLVFRYHU WKH UXOHV RI JUDPPDU IRU KLPVHOI DIWHU KH KDV EHFRPH DFTXDLQWHG ZLWK PDQ\ H[DPSOHV 



JUHDW FDUH LQ WHDFKLQJ SURQXQFLDWLRQ WKURXJKRXW WKH FRXUVH DQG HVSHFLDOO\ WKH ILUVW ZHHNV DQG PRQWKV FRUUHFW SURQXQFLDWLRQ PXVW EH FRQVWDQWO\ SUDFWLVHG VLQFH FRPSUHKHQVLRQ DQG VSHDNLQJ LV SRVVLEOH LI WKH OHDUQHU KDV DGHTXDWH SURQXQFLDWLRQ LQ WKH WDUJHW ODQJXDJH



JUHDW DWWHQWLRQ WR WKH VXEMHFWV RI WKH WH[WV HVSHFLDOO\ D WRSLFDO DUUDQJHPHQW RI WKH PDWHULDO ZLWK WKH SXUSRVH RI HQVXULQJ VSHHFK GHYHORSPHQW 7KH PHWKRG LV FDOOHG GLUHFW EHFDXVH LQ WHDFKLQJ D IRUHLJQ

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

PLVXQGHUVWDQGLQJ GXULQJ WKH LQLWLDO SHULRG RI FRQVFLRXV VWXG\ WKH SKRQHWLFV RUWKRJUDSKLF HW\PRORJLFDO VHPDQWLF DQG HUJRQLF DVSHFWV RI ODQJXDJH PXVW EH VHJUHJDWHG IURP HDFK RWKHU 

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

F

%\ GHILQLWLRQ LH DVVRFLDWLQJ WKH XQLW ZLWK LWV GHILQLWLRQ RU SDUDSKUDVH

G 

%\ FRQWH[W LH JLYLQJ H[DPSOHV RI LWV XVH

/HDUQLQJ E\ KHDUW RU &DWHQL]LQJ /HDUQLQJ E\ KHDUW LV WKH EDVLV RI DOO OLQJXLVWLF VWXG\ IRU HYHU\ VHQWHQFH HYHU XWWHUHG RU ZULWWHQ E\ DQ\ERG\ KDV HLWKHU EHHQ OHDUQHG E\ KHDUW LQ LWV HQWLUHW\ RU HOVH KDV EHHQ FRPSRVHG IURP VPDOOHU XQLWV HDFK RI ZKLFK PXVW DW RQH WLPH KDYH EHHQ OHDUQHG E\ KHDUW :H PD\ WHUP SULPDU\ PDWWHU DOO XQLWV OHDUQHG E\ KHDUW LQWHJUDOO\ DQG VHFRQGDU\ PDWWHU DOO XQLWV EXLOW XS RU GHULYHG E\ WKH SXSLO IURP SULPDU\ PDWWHU



*UDGDWLRQ ,Q RUGHU WKDW WKH SXSLO PD\ SURFHHG E\ WKH OLQH RI OHDVW UHVLVWDQFH KH VKRXOG SDVV IURP WKH NQRZQ WR WKH XQNQRZQ E\ HDV\ VWDJHV HDFK RI ZKLFK ZLOO VHUYH DV D SUHSDUDWLRQ IRU WKH RQH LPPHGLDWHO\ IROORZLQJ



7KH 0LFURFRVP 7KH YRFDEXODU\ PXVW EH VHOHFWHG ZLWK WKH JUHDWHVW FDUH DQG SHUVSLFDFLW\ LW VKRXOG LQFOXGH QRQH EXW WKH FRPPRQHVW DQG PRVW FKDUDFWHULVWLF XQLWV UHSUHVHQWLQJ WKH PRVW LPSRUWDQW HUJRQLF FODVVHV 7KLV PLFURFRVP VKRXOG EH IRUPHG DQG RUJDQLVHG V\VWHPDWLFDOO\ LQ DFFRUGDQFH ZLWK DQG DV D FRPSURPLVH EHWZHHQ WKH SULQFLSOHV RI IUHTXHQF\ HUJRQLF FRPELQDWLRQ FRQFUHWHQHVV SURSRUWLRQ DQG H[SHGLHQF\



6XEFRQVFLRXV

&RPSUHKHQVLRQ

7KH

SXSLOV

SRZHUV

RI

VXEFRQVFLRXV FRPSUHKHQVLRQ ZLOO EH GHYHORSHG FRQFXUUHQWO\ ZLWK KLV FRQVFLRXV VWXG\ RI WKH PLFURFRVP DQG TXLWH LQGHSHQGHQWO\ RI WKH PDWWHU FRQWDLQHG WKHUHLQ 3DOPHU   

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

DUUDQJHPHQWV RI WKHVH LQ WKH XWWHUDQFHV XVHG LQ LW  7KH VRXQGV IRXQG LQ DQ XWWHUDQFH DOUHDG\ XQGHUVWRRG PD\ EH SUDFWLVHG RQH DW D WLPH LQ LVRODWLRQ DQGRU E\ FRQWUDVWLQJ WKHP LQ ZKDW LV FDOOHG PLQLPDO SDLUV





,Q DGGLWLRQ WR WKH VRXQG V\VWHP OHDUQHUV PXVW EH WDXJKW WKH VWUXFWXUH V\VWHP RI WKH ODQJXDJH 7KURXJK QXPHURXV H[DPSOHV OHDUQHUV PXVW EH JLYHQ LQVLJKW LQWR ZRUG RUGHU LQIOHFWLRQ GHULYDWLRQ DQG LQWR WKH RWKHU PHDQLQJIXO IHDWXUHV RI (QJOLVK



/DQJXDJH OHDUQLQJ PHDQV DFTXLULQJ WKH DELOLW\ WR DVN DQG DQVZHU TXHVWLRQV WR PDNH VWDWHPHQWV DQG WR SURGXFH WKH QRUPDO DXWKHQWLF IRUPV XVHG E\ QDWLYH (QJOLVK VSHDNHUV



7KH QHZ ODQJXDJH PDWHULDO PD\ EH LQWURGXFHG LQ VLWXDWLRQV ,Q WKLV UHVSHFW WKH WHDFKHU ZLOO KDYH WR VHOHFW WKH PDWHULDO IRU LQWHQVLYH DFWLYH SUHVHQWDWLRQ JUDGH LW DFFRUGLQJ WR LWV FRPSOH[LW\ RUGHU LW DFFRUGLQJ WR FULWHULD RI IUHTXHQF\ RI XVH DUUDQJH WKH PRGHO XWWHUDQFHV LQ D ZD\ ZKLFK ZLOO SHUPLW VWXGHQWV WR SHUFHLYH WKH UHFXUULQJ IHDWXUHV DQG KHQFH WKH XQGHUO\LQJ UXOH



/DQJXDJH OHDUQLQJ LQFOXGHV WKH FXOWXUH JHVWXUHV DQG VSRNHQ H[SUHVVLRQV ZKLFK JLYH DGGHG PHDQLQJ WR WKH ZRUGV RU VHQWHQFHV



7KH WHDFKHU PXVW KHOS VWXGHQWV DFTXLUH YRFDEXODU\ )LQRFFKLDUR   7KH FRJQLWLYH FRGH DSSURDFK XQGHUOLQHV WKDW E\ DFTXLULQJ

FRQVFLRXV FRQWURO RI WKH SKRQRORJLFDO JUDPPDWLFDO DQG OH[LFDO SDWWHUQV RI D IRUHLJQ ODQJXDJH WKH VWXGHQWV IOXHQF\ ZLOO GHYHORS DXWRPDWLFDOO\ ZKHQ XVHG LQ PHDQLQJIXO VLWXDWLRQV 5HFHQW VWXGLHV FRQFHUQLQJ WKH IXQFWLRQV RI ODQJXDJH DQG WKH WKHRU\ RI FRPPXQLFDWLRQ KDYH D UHDO LPSDFW RQ WKH QHZ DSSURDFK WR ODQJXDJH OHDUQLQJ 7U\LQJ WR JLYH DQ DQVZHU WR WKH TXHVWLRQ KRZ SHRSOH EHFRPH ODQJXDJH XVHUV" DSSOLHG OLQJXLVWV DQG SUDFWLWLRQHUV 

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

,,, /LQJXLVWLF 7KHRULHV DQG )RUHLJQ /DQJXDJH 7HDFKLQJ 7KHUH LV DQ HVWDEOLVKHG UHODWLRQVKLS EHWZHHQ ODQJXDJH WHDFKLQJ DQG OLQJXLVWLFV DV OLQJXLVWLFV LV WKH VFLHQFH ZKLFK VWXGLHV ODQJXDJH DQG WKH WHDFKLQJ RI D ODQJXDJH LV D NLQG RI SHGDJRJLFDO DQG SUDJPDWLF DSSOLFDWLRQ RI OLQJXLVWLF ZRUNV 7KHUH DUH WZR W\SHV RI OLQJXLVWLFV 3RSD   x +LVWRULFDO OLQJXLVWLFV ZKLFK LV WKH VWXG\ RI ODQJXDJH DV LW FKDQJHV LQ WKH FRXUVH RI WLPH ZLWK D YLHZ HLWKHU WR GLVFRYHULQJ JHQHUDO SULQFLSOHV RI OLQJXLVWLF FKDQJHV RU WR HVWDEOLVKLQJ WKH FRUUHFW JHQHDORJLFDO FODVVLILFDWLRQ RI SDUWLFXODU ODQJXDJHV x 'HVFULSWLYH OLQJXLVWLFV ZKLFK LV WKH VWXG\ RI WKH GHVFULSWLRQ RI WKH LQWHUQDO SKRQRORJLFDO JUDPPDWLFDO DQG VHPDQWLF VWUXFWXUHV RI ODQJXDJHV DW JLYHQ SRLQWV LQ WLPH ZLWKRXW UHIHUHQFH WR WKHLU KLVWRULHV RU RQH WR DQRWKHU 3RSD   

)URP WKH WZR W\SHV RI OLQJXLVWLFV WKH RQH ZKLFK KDV UHOHYDQFH WR WKH WHDFKLQJ RI D IRUHLJQ ODQJXDJH LV WKH GHVFULSWLYH RQH KLVWRULFDO OLQJXLVWLFV FDQ RQO\ SURYLGH GDWD LQ PDWWHUV RI ODQJXDJH FKDQJHV DQG JURZWK  7ZR PDMRU VFKRROV LQ GHVFULSWLYH OLQJXLVWLFV KDYH WKHLU LPSDFW RQ ODQJXDJH WHDFKLQJ VWUXFWXUDO OLQJXLVWLFV DQG

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

6HQWHQFHV DUH PDGH XS RI SDUWV VXFK DV VXEMHFW SUHGLFDWH REMHFWV FRPSOHPHQWV DQG VHTXHQFH VLJQDOV HJ KRZHYHU DQG  7KHVH SDUWV DUH DVVRFLDWHG ZLWK PHDQLQJV VXFK DV DFWRU DFWLRQ XQGHUJRHU SODFH PDQQHU WLPH DQG UHODWLRQ :RUGV DQG SKUDVHV IXQFWLRQ DV SDUWV RI WKH VHQWHQFH QRXQV DQG SURQRXQV DV VXEMHFWV DQG REMHFWV YHUEV DQG DX[LOLDULHV DV SUHGLFDWHV DGYHUEV DQG DGMHFWLYHV DV FRPSOHPHQWV DQG FRQMXQFWLRQV DGYHUEV HWF DV VHTXHQFH VLJQDOV 7KHVH FODVVHV RI ZRUGV RU SDUWV RI VSHHFK DUH DVVRFLDWHG ZLWK FODVV PHDQLQJV VXFK DV TXDOLW\ WKLQJ SURFHVV RU UHODWLRQ E\ FXOWXUDO WUDGLWLRQ 7KH YHU\ VDPH HYHQW PD\ EH WUHDWHG DV D WKLQJ D SURFHVV RU D TXDOLW\ DFFRUGLQJ WR WKH FODVV RI ZRUGV LQWR ZKLFK LW LV ILWWHG /DGR  H[SODLQV WKDW SKUDVHV KDYH D KHDG WKH ZRUG WKDW VWDQGV IRU WKH SKUDVH LQ D ODUJHU FRQVWUXFWLRQ SOXV PRGLILHUV DQG GHWHUPLQHUV HJ D EHDXWLIXOO\ IXUQLVKHG URRP 7KH LWDOLFL]HG ZRUG LV WKH KHDG D DQG WKH DUH GHWHUPLQHUV 7KH JUDPPDWLFDO UHODWLRQV EHWZHHQ WKH KHDG DQG WKH PRGLILHUV DQG GHWHUPLQHUV FRQVWLWXWH WKH VWUXFWXUH RI PRGLILFDWLRQ 3DUWV RI VSHHFK DUH SULPDULO\ FODVVHV RI ZRUGV WKDW KDYH FHUWDLQ IHDWXUHV RI IRUP LQ FRPPRQ DQG SHUIRUP FHUWDLQ UHVWULFWHG IXQFWLRQV 7KH ZRUGV DUH IUHH XQLWV RI H[SUHVVLRQ LQ WKH VHQVH WKDW WKH\ GR QRW KDYH WR RFFXU H[FOXVLYHO\ DV SDUWV RI RWKHU ZRUGV :RUGV DUH HDVLO\ UHFRJQL]HG DV VHSDUDEOH XQLWV RI ODQJXDJH HYHQ E\ VSHDNHUV ZKRVH ODQJXDJH KDV QHYHU EHHQ ZULWWHQ 7KH IDFW WKDW WKHUH PD\ EH VRPH LQFRQVLVWHQFLHV LQ WKH LVRODWLRQ RI ZRUGV E\ VSHDNHUV FDQQRW HOLPLQDWH WKH ZRUG DV DQ LPSRUWDQW XQLW RI H[SUHVVLRQ 

:RUGV DUH PDGH XS RI SDUWV RI ZRUGV VXFK DV VXIIL[HV SUHIL[HV DQG VWHPV 7KHVH VPDOOHVW SDUWV RI H[SUHVVLRQ DVVRFLDWHG ZLWK VRPH PHDQLQJ DUH FDOOHG PRUSKHPHV 7KH (QJOLVK ZRUG ERRNV FRQVLVWV RI WZR PRUSKHPHV ERRN DQG V 7KH IRUP ERRN LV D PRUSKHPH DV ZHOO DV D ZRUG VLQFH LW LV WKH VPDOOHVW XQLW RI H[SUHVVLRQ WKDW DVVRFLDWHV ZLWK WKH PHDQLQJ ERRN LQ (QJOLVK 6LQFH V DVVRFLDWHV ZLWK WKH PHDQLQJ SOXUDO LW WRR LV D PRUSKHPH &RQWLQXLQJ WR SURPRWH WKH VWUXFWXUDOLVW EHOLHIV /DGR  DVVHUWV WKDW ODQJXDJHV KDYH D UHODWLYHO\ VPDOO QXPEHU RI SDWWHUQV RI VHQWHQFHV DQG RI SKUDVHV DQG HYHQ VPDOOHU QXPEHUV RI SDUWV RI VSHHFK EXW WKH\ KDYH ODUJH QXPEHUV RI ZRUGV DQG PRUSKHPHV 'LFWLRQDULHV JLYH WHVWLPRQ\ WR WKH JUHDW QXPEHU RI ZRUGV WKDW FRQVWLWXWH WKH YRFDEXODU\ RI DQ\ ODQJXDJH 'LFWLRQDULHV FKLHIO\ OLVW ZRUGV DQG GHILQH WKHLU FRQWHQW :RUGV RU SDUWV RI ZRUGV DUH H[SUHVVHG WKURXJK GLVWLQFWLYH VHTXHQFHV RI VRXQGV VXFK DV WKRVH LQ NLOO SLOO ELOO KLOO ZKLFK DUH YHU\ LPSHUIHFWO\ UHSUHVHQWHG E\ OHWWHUV LQ DOSKDEHWLF ZULWLQJ 7KH VPDOOHVW VHJPHQW RI VRXQG WKDW FDQ FKDQJH RQH ZRUG LQWR DQRWKHU IRU H[DPSOH N S E DQG K LQ WKH ZRUGV DERYH LV FDOOHG SKRQHPH $ SKRQHPH LV D UDQJH RI VRXQGV ZKLFK LV SHUFHLYHG E\ QDWLYH VSHDNHUV DV D VLQJOH XQLW DQG IXQFWLRQV LQ WKH VWUHDP RI VSHHFK DV D VLQJOH GLVWLQFWLYH VRXQG XQLW 7KH FRQWUDVW EHWZHHQ WZR SKRQHPHV LV KHDUG E\ WKH VSHDNHUV RI D ODQJXDJH ZKHWKHU RU QRW WKH\ NQRZ WKH WHUP RU LWV GHILQLWLRQ 7KH ZRUGV NLOO DQG SLOO DUH KHDUG DV GLIIHUHQW ZRUGV E\ WKH FRQWUDVW EHWZHHQ WKH SKRQHPHV N DQG S 7KLV LV VR HYHQ LI WKH VSHDNHU FDQQRW H[SODLQ ZKDW KH KHDUV 7KH VSHDNHUV RI D ODQJXDJH FDQ XVXDOO\ 

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x x /DQJXDJH LV D V\VWHP DQG WKH SDUWV DUH LQWHUUHODWHG 7KH VWUXFWXUHV RI ODQJXDJH DUH WKH IUDPHZRUN ZLWKLQ ZKLFK WKH V\VWHP RSHUDWHV x x 7KH VWUXFWXUH LV DQ RUJDQL]HG ZKROH /DQJXDJH LV D QHWZRUN RI UHODWLRQV ZKLOH VSHHFK LV LWV PDWHULDO PDQLIHVWDWLRQ x 7KH EDVLF GLIIHUHQFHV EHWZHHQ WZR ODQJXDJHV OLH LQ WKH VWUXFWXUH EHFDXVH HDFK ODQJXDJH LV GLIIHUHQWO\ VWUXFWXUHG 2Q WKH EDVLV RI VWUXFWXUDOLVW OLQJXLVWLFV /DGR   OLVWHG D QXPEHU RI SULQFLSOHV WKDW VKRXOG EH REVHUYHG ZKHQ GHVLJQLQJ D IRUHLJQ ODQJXDJH WHDFKLQJ SURJUDP 7KHVH SULQFLSOHV DUH  6SHHFK EHIRUH :ULWLQJ 7HDFK OLVWHQLQJ DQG VSHDNLQJ ILUVW UHDGLQJ DQG ZULWLQJ QH[W 7KLV SULQFLSOH LV WKH EDVLV RI WKH DXGLR OLQJXDO DSSURDFK  %DVLF 6HQWHQFHV +DYH WKH VWXGHQWV PHPRUL]H EDVLF

FRQYHUVDWLRQDO VHQWHQFHV DV DFFXUDWHO\ DV SRVVLEOH /LQJXLVWLFV 

VXSSRUWV WKH XVH RI FRQYHUVDWLRQV EHFDXVH WKH\ SUHVHQW ZRUGV LQ VHQWHQFHV DQG LQ FRQWH[W  3DWWHUQV DV +DELWV (VWDEOLVK SDWWHUQV DV KDELWV WKURXJK SDWWHUQ SUDFWLFH .QRZLQJ ZRUGV LQGLYLGXDO VHQWHQFHV DQGRU UXOHV RI JUDPPDU GRHV QRW FRQVWLWXWH NQRZLQJ WKH ODQJXDJH 7KH OLQJXLVW WKH JUDPPDULDQ DQG WKH FULWLF WDON DERXW WKH ODQJXDJH WKH VWXGHQW PXVW OHDUQ WR XVH LW  6RXQG 6\VWHP IRU 8VH 7HDFK WKH VRXQG V\VWHP VWUXFWXUDOO\ IRU XVH E\ GHPRQVWUDWLRQ LPLWDWLRQ SURSV FRQWUDVW DQG SUDFWLFH  9RFDEXODU\ &RQWURO .HHS WKH YRFDEXODU\ ORDG WR D PLQLPXP ZKLOH WKH VWXGHQWV DUH PDVWHULQJ WKH VRXQG V\VWHP DQG WKH JUDPPDWLFDO SDWWHUQV 7KH DWWHPSW RI PDQ\ VWXGHQWV WR FRQFHQWUDWH RQ OHDUQLQJ YRFDEXODU\ DW WKH EHJLQQLQJ LV PLVJXLGHG /LQJXLVWLFV VKRZV WKDW ZRUGV QR PDWWHU KRZ PDQ\ GR QRW FRQVWLWXWH D ODQJXDJH 7KH PRVW VWUDWHJLF SDUW RI D ODQJXDJH IRU XVH LV WKH V\VWHP RI EDVLF SDWWHUQV DQG VLJQLILFDQW VRXQG FRQWUDVWV DQG VHTXHQFHV (YHU\ HIIRUW VKRXOG JR LQWR WHDFKLQJ WKHVH HOHPHQWV KROG WKH YRFDEXODU\ ORDG DW ILUVW WR WKH ZRUGV QHHGHG WR PDQLSXODWH WKH SDWWHUQV RU LOOXVWUDWH WKH VRXQGV DQG FRQWUDVWV  7HDFKLQJ WKH 3UREOHPV 3UREOHPV DUH WKRVH XQLWV DQG SDWWHUQV WKDW VKRZ VWUXFWXUDO GLIIHUHQFHV EHWZHHQ WKH ILUVW ODQJXDJH DQG WKH VHFRQG 7KH GLVSDULW\ EHWZHHQ WKH GLIILFXOW\ RI VXFK SUREOHPV DQG WKH XQLWV DQG SDWWHUQV WKDW DUH QRW SUREOHPV EHFDXVH WKH\ IXQFWLRQ VDWLVIDFWRULO\ ZKHQ WUDQVIHUUHG WR WKH VHFRQG ODQJXDJH LV PXFK JUHDWHU WKDQ ZH VXVSHFW 



:ULWLQJ DV 5HSUHVHQWDWLRQ RI 6SHHFK 7HDFK UHDGLQJ DQG ZULWLQJ DV PDQLSXODWLRQV RI JUDSKLF UHSUHVHQWDWLRQ RI ODQJXDJH XQLWV DQG SDWWHUQV WKDW WKH VWXGHQW DOUHDG\ NQRZV :KHQ VWDQGDUG VSRNHQ XWWHUDQFHV GLIIHU IURP WKHLU JUDSKLF UHSUHVHQWDWLRQ LW LV GXH WR LQDGHTXDF\ RI WKH ZULWLQJ V\VWHP 7KLV SULQFLSOH LPSOLHV WKDW WHDFKLQJ WKH JUDSKLF V\PEROV DQG WKH DVVRFLDWLRQ RI WKHVH V\PEROV ZLWK WKH ODQJXDJH XQLWV WKH\ UHSUHVHQW DUH VHSDUDWH WDVNV



*UDGHG 3DWWHUQV 7HDFK SDWWHUQV JUDGXDOO\ LQ FXPXODWLYH JUDGHG VWHSV 7R WHDFK D ODQJXDJH LV WR LPSDUW D QHZ V\VWHP RI FRPSOH[ KDELWV DQG KDELWV DUH DFTXLUHG VORZO\



/DQJXDJH 3UDFWLFH YHUVXV 7UDQVODWLRQ 7UDQVODWLRQ LV QRW D VXEVWLWXWH IRU ODQJXDJH SUDFWLFH $UJXPHQWV VXSSRUWLQJ WKLV SULQFLSOH DUH D E IHZ ZRUGV DUH IXOO\ HTXLYDOHQW LQ DQ\ WZR ODQJXDJHV WKH VWXGHQW WKLQNLQJ WKDW ZRUGV DUH HTXLYDOHQW HUURQHRXVO\ DVVXPHV WKDW KLV WUDQVODWLRQ FDQ EH H[WHQGHG WR WKH VDPH VLWXDWLRQV DV WKH RULJLQDO DQG DV D UHVXOW PDNHV PLVWDNHV F ZRUGIRUZRUG WUDQVODWLRQV SURGXFH LQFRUUHFW FRQVWUXFWLRQV

 $XWKHQWLF /DQJXDJH 6WDQGDUGV 7HDFK WKH ODQJXDJH DV LW LV QRW DV LW RXJKW WR EH /LQJXLVWLFV WHOOV XV WKDW WKH IRUPV XVHG E\ HGXFDWHG QDWLYH VSHDNHUV DQG QRW DQ\ LPDJLQHG DUWLILFLDO VWDQGDUG DUH WKH JXLGH WR ZKDW LV FRUUHFW DQG DFFHSWDEOH DV HGXFDWHG QDWLYH VSHHFK $ ODQJXDJH LV D VWUXFWXUH RI FRPPXQLFDWLRQ &RPPXQLFDWLRQ HQJLQHHUV FDOO QRLVH DQ\ GLVWXUEDQFH LQ WKH FRPPXQLFDWLRQ  FKDQQHO 8VLQJ DQ

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

LQFRPSDWLELOLW\

ZDUWLPH 

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

VHQWHQFHV HDFK ILQLWH LQ OHQJWK DQG FRQVWUXFWHG RXW RI D ILQLWH VHW RI HOHPHQWV DQG WKH JUDPPDU RI D ODQJXDJH ZLOO EH D GHYLFH WKDW JHQHUDWHV DOO RI WKH JUDPPDWLFDO VHTXHQFHV RI D ODQJXDJH DQG QRQH RI WKH XQJUDPPDWLFDO RQH 0DU\ )LQRFFKLDUR LQ KHU (QJOLVK DV D 6HFRQG /DQJXDJH IURP 7KHRU\ WR 3UDFWLFH  VD\V DERXW

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

 *DYH ULVH WR WKH XVH RI VKRUW PHDQLQJIXO GLDORJXHV WKH WHDFKLQJ RI DOWHUQDWLYH FUHDWLYH XWWHUDQFHV LQ WKHP WKH DWWHQWLRQ WR GHVFULSWLYH UXOHV RI JUDPPDU DQG YRFDEXODU\ DQG

WUDQVIRUPDWLRQV RI EDVLF VHQWHQFHV

,9 7KH &RQWULEXWLRQ RI 2WKHU 6FLHQFHV 7KH UHVHDUFK LQ WKH ILHOG RI SV\FKRORJLFDO VFLHQFHV EURXJKW LWV FRQWULEXWLRQ WR ODQJXDJH WHDFKLQJ )URP WKLV UHVHDUFK ZH NQRZ WKDW  /HDUQLQJ WDNHV SODFH ZKHQ LW LV UHODWHG WR WKH QHHGV DQG H[SHULHQFHV RI WKH OHDUQHU 0RWLYDWLRQ ERWK LQWHJUDWLYH DQG LQVWUXPHQWDO DUH RI SULPDU\ LPSRUWDQFH LQ OHDUQLQJ %\ LQWHJUDWLYH PRWLYDWLRQ LV PHDQW WKH GHVLUH RQ WKH SDUW RI WKH 

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

PDQ\ WLPHV GXULQJ WKH GD\ GHSHQGLQJ RQ RXU VRFLDO UROH DW WKH PRPHQW WKH VRFLDO RU SURIHVVLRQDO VLWXDWLRQ LQ ZKLFK ZH DUH SOD\LQJ D UROH WKH GHJUHH RI IRUPDOLW\ RU LQIRUPDOLW\ UHTXLUHG WKH WRSLF RI FRQYHUVDWLRQ DQG RWKHU IDFWRUV ZKLFK JRYHUQ RXU YHUEDO EHKDYLRXU  9HUEDO EHKDYLRXU GHSHQGV WR D ODUJH H[WHQW RQ VRFLDO FRQGLWLRQV )DFWRUV ZKLFK FRQGLWLRQ WKH XVH RI ODQJXDJH DUH DJH VH[ VRFLDO VWDWXV DQG VRFLDO UROH 7KH HQYLURQPHQW ERWK KRPH DQG VFKRRO DQG WKH DYDLODELOLW\ RI PDVV PHGLD DOVR FRQGLWLRQ YHUEDO EHKDYLRXU  :LWKLQ WKH ODQJXDJH V\VWHP FDQ EH IRXQG JHRJUDSKLF VRFLDO DQG VW\OLVWLF YDULHWLHV *HRJUDSKLF GLIIHUHQFHV PD\ EH VOLJKW ZLWK PLQRU GLIIHUHQFHV LQ SURQXQFLDWLRQ RU OH[LFDO LWHPV RU WKH\ PD\ EH LPSRUWDQW HQRXJK WR EH FDOOHG GLDOHFWV ZKLFK GLIIHU LQ YDU\LQJ GHJUHHV ZLWK UHVSHFW WR SURQXQFLDWLRQ V\QWD[ PRUSKRORJ\ DQG OH[LFRQ  5HJLVWHUV DUH JHQHUDOO\ VWXGLHG IURP WKUHH SRLQWV RI YLHZ WKH SURIHVVLRQDO RU YRFDWLRQDO DUHD RU ILHOG XVHG LQ D FROORTXLDO LQIRUPDO FRQVXOWDWLYH RU IRUPDO VLWXDWLRQ DQG WKH PRGH XVHG RUDO RU ZULWWHQ  6RFLROLQJXLVWLFV VWXGLHV QRW RQO\ WKH HYROXWLRQ RI ODQJXDJH DFURVV VSDFH JHRJUDSKLFDO YDULDWLRQ EXW DOVR DFURVV WLPH /DQJXDJHV FKDQJH DV ZH DOO NQRZ 7KH (QJOLVK VSRNHQ VHYHUDO FHQWXULHV DJR ZRXOG VFDUFHO\ EH XQGHUVWRRG WRGD\  /DQJXDJH LQWHUIHUHQFH PD\ EH LQWHUOLQJXLVWLF EHWZHHQ WKH QDWLYH ODQJXDJH DQG (QJOLVK DQG LQWUDOLQJXLVWLF ZLWKLQ WKH (QJOLVK 

WKDW KDV EHHQ VWXGLHG XS WR WKDW SRLQW  (UURUV LQ SURGXFWLRQ DUH RIWHQ WKH UHVXOW RI  )DOVH DQDORJLHV PDGH E\ WKH VWXGHQW ZLWKLQ WKH V\VWHP RI (QJOLVK  3DUWLDO OHDUQLQJ RI D JUDPPDWLFDO FDWHJRU\ RU FODVV  /DFN RI NQRZOHGJH RI WKH VHPDQWLF UDQJH RI D ZRUG RU H[SUHVVLRQ LQ D JLYHQ VLWXDWLRQ 3V\FKROLQJXLVWLFV DOVR EURXJKW LWV FRQWULEXWLRQ WR WKH

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

0DVVDFKXVHWWV 1HZEXU\ +RXVH 3XEOLVKHUV ,QF



&RPPXQLFDWLRQ DQG )RUHLJQ /DQJXDJH 7HDFKLQJ DQG /HDUQLQJ

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x GLIIHUHQWLDWH EHWZHHQ VRXQGV HVSHFLDOO\ WKRVH WKDW FKDQJH WKH PHDQLQJ RI WKH ZRUG HJ VKHHS>5LS@ VKLS >5LS@  x XQGHUVWDQG DQG XVH FHUWDLQ UXOHV IRU H[DPSOH WKH GLIIHUHQW SURQXQFLDWLRQV RI WKH HG SDVW WHQVH HQGLQJV  x x x XVH UK\WKP DQG VWUHVV FRUUHFWO\ UHFRJQLVH LQWRQDWLRQ XQGHUVWDQG WKDW DFFHQW LV QRW LPSRUWDQW DQG WKDW WKH WHDFKLQJ RI SURQXQFLDWLRQ DLPV WR JLYH VWXGHQWV FRPPXQLFDWLYH HIILFLHQF\ ZKLFK PHDQV WKDW WKH\ GR QRW QHHG WR KDYH SHUIHFW DFFHQW  

XQGHUVWDQG WKH LPSRUWDQFH RI OLVWHQLQJ VWXGHQWV FDQ OLVWHQ WR VRXUFHV RI ODQJXDJH DV WKH WHDFKHU DV D PRGHO WR DLP DW DQG RWKHU YRLFHV  UHFRUGHG RQ WDSHV EURDGFDVW RQ 79 DQG UDGLR  *UDPPDU 1DWLYH VSHDNHUV RU FRPSHWHQW XVHUV RI WKH ODQJXDJH GR QRW XVH

WKHLU JUDPPDU NQRZOHGJH FRQVFLRXVO\ DQG FRXOG QRW SURGXFH DQ\ UXOHV RI JUDPPDU ZLWKRXW VWXG\ DQG WKRXJKW 7KH\ GR KDYH D ODQJXDJH FRPSHWHQFH ZKLFK DOORZV WKHP WR JHQHUDWH JUDPPDWLFDOO\ FRUUHFW VHQWHQFHV /HDUQHUV QHHG WR NQRZ JUDPPDU WR EHFRPH FRPSHWHQW XVHUV RI WKH ODQJXDJH ,Q WHDFKLQJ JUDPPDU WKH WHDFKHUV DLP VKRXOG EH WR HQVXUH WKDW VWXGHQWV DUH FRPPXQLFDWLYHO\ HIILFLHQW ZLWK WKH JUDPPDU WKH\ KDYH DW WKHLU UHVSHFWLYH OHYHO $ VWXGHQW VKRXOG EH ODQJXDJH DZDUH ZKLFK PHDQV x /RZHU OHYHO VWXGHQWV VKRXOG EH DZDUH WKDW WHDFKHUV SUHVHQW JUDPPDU WKURXJK VWUXFWXUDO SDWWHUQV DQG WKH\ WHQG WR JLYH WKHP WLG\ SLHFHV RI ODQJXDJH WR ZRUN ZLWK x $GYDQFHG VWXGHQWV VKRXOG EH DZDUH WKDW UHDO ODQJXDJH XVH LV RIWHQ YHU\ XQWLG\ DQG FDQQRW EH DXWRPDWLFDOO\ UHGXFHG WR VLPSOH JUDPPDU SDWWHUQV WKHUH DUH ODQJXDJH SRVVLELOLWLHV IRU H[DPSOH WKH DQVZHU WR D TXHVWLRQ VXFK DV +RZ GR \RX GR" EHVLGHV EHLQJ , DP ILQH WKDQN \RX LQ UHDO OLIH PD\ EHFRPH VRPHWKLQJ RI WKH NLQG , GRQW NQRZ EXW \RX VHH WKHVH GD\V ,YH KDG SUREOHPV  %\ DVNLQJ VWXGHQWV WR GLVFRYHU ZD\V LQ ZKLFK ODQJXDJH LV XVHG ZH KHOS WR UDLVH WKHLU DZDUHQHVV DERXW WKH FUHDWLYH XVH RI JUDPPDU 

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x VWXGHQWV VKRXOG EH DZDUH RI WKH YRFDEXODU\ WKH\ QHHG IRU WKHLU OHYHO DQG WKDW WKH\ FDQ XVH WKH ZRUGV ZKLFK WKH\ ZDQW WR XVH DQGRU WKH ZRUGV WKH WHDFKHUV KDYH VHOHFWHG IRU WKHP WR XVH LQ DFFRUGDQFH ZLWK WKH DFWLYLW\ WKH\ DUH LQYROYHG LQ GXULQJ D FODVV ZKLFK PHDQV WKDW LI LW LV WKH SUDFWLFH VWDJH RI D OHVVRQ LW LV REYLRXV WKDW WKH\ DUH WR XVH WKH QHZO\ WDXJKW ZRUGV LI LW LV WKH FRPPXQLFDWLYH DFWLYLWLHV VWDJH RI WKH OHVVRQ WKHQ WKH\ PD\ XVH DOO DQG DQ\ ODQJXDJH VHHPV DSSURSULDWH WR WKHP  x VWXGHQWV VKRXOG EH DZDUH RI YRFDEXODU\ XVHG LQ FRQWH[W :RUGV GR QRW H[LVW RQ WKHLU RZQ WKH\ OLYH ZLWK RWKHU ZRUGV DQG WKH\ GHSHQG XSRQ HDFK RWKHU



'LVFRXUVH 1DWLYH VSHDNHUV RU FRPSHWHQW XVHUV RI WKH ODQJXDJH KDYH FRPPXQLFDWLYH FRPSHWHQFH 7KDW LV WKH\ KDYH D VXEFRQVFLRXV NQRZOHGJH RI ODQJXDJH XVH DQG RI ODQJXDJH DV GLVFRXUVH 7KLV PHDQV WKDW WKH\ NQRZ KRZ ODQJXDJH LV XVHG DSSURSULDWHO\ DSSURSULDF\ DQG KRZ ODQJXDJH LV RUJDQLVHG DV GLVFRXUVH VWUXFWXULQJ GLVFRXUVH  $SSURSULDF\ LV JRYHUQHG E\ VRPH IDFWRUV x 6HWWLQJ :KHUH DUH ZH ZKHQ ZH XVH ODQJXDJH" :KDW VLWXDWLRQ DUH ZH LQ" x x 3DUWLFLSDQWV :KR LV WDNLQJ SDUW LQ WKH ODQJXDJH H[FKDQJH" 3XUSRVH :KDW LV WKH SXUSRVH RI WKH VSHDNHU RU ZULWHU" ,V LW WR LQYLWH RU WR FRPSODLQ" 7R H[SODLQ RU WR GHPDQG" x &KDQQHO ,V WKH FRPPXQLFDWLRQ IDFH WR IDFH" 'RHV LW WDNH SODFH RYHU WKH WHOHSKRQH" ,V LW FRQWDLQHG LQ D OHWWHU RU D ID[ RU D QRYHO" x 7RSLF :KDW DUH WKH ZRUGV DERXW" $ ZHGGLQJ RU SDUWLFOH SK\VLFV" &KLOGELUWK RU WKH ODWHVW ILOP" 8VLQJ ODQJXDJH DSSURSULDWHO\ LV RQH RI WKH IDFWRUV WKDW GLIIHUHQWLDWHV QDWLYH VSHDNHUV IRUP QRQQDWLYH VSHDNHUV 6WUXFWXULQJ GLVFRXUVH LV VRPHWKLQJ ERWK QDWLYH VSHDNHUV DQG ODQJXDJH OHDUQHUV KDYH WR NQRZ ,W GHDOV ZLWK KRZ WR VWULQJ ZRUGV WRJHWKHU KRZ WR RUJDQLVH WKH SRLQWV ZH ZLVK WR PDNH LQ D GLVFXVVLRQ RU LQ D ZULWWHQ GRFXPHQW ZKDW WR VD\ ILUVW VHFRQG HWF /HDUQHUV VKRXOG EH DZDUH RI x x WKH GLIIHUHQW ZD\V ODQJXDJH LV XVHG LQ GLIIHUHQW VLWXDWLRQV WKH GLIIHUHQFH EHWZHHQ IRUPDO DQG LQIRUPDO ODQJXDJH XVH



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x :KDWHYHU DFWLYLW\ VWXGHQWV DUH LQYROYHG LQ WKH\ VKRXOG KDYH D GHVLUH WR FRPPXQLFDWH DQG D FRPPXQLFDWLYH SXUSRVH x 7KH\ VKRXOG XVH D YDULHW\ RI ODQJXDJH UDWKHU WKDQ MXVW D JUDPPDWLFDO VWUXFWXUH IRU H[DPSOH x ,I VWXGHQWV KDYH D FRPPXQLFDWLYH SXUSRVH WKHQ WKHLU DWWHQWLRQ VKRXOG EH FRQFHQWUDWHG RQ WKH FRQWHQW RI ZKDW WKH\ VD\ DQG QRW RQ WKH IRUP WKDW LV EHLQJ XVHG x :KLOH VWXGHQWV DUH LQYROYHG LQ WKH FRPPXQLFDWLYH DFWLYLW\ QR PDWWHU LI WKH VWXGHQWV PDNH PLVWDNHV WKH WHDFKHU VKRXOG QRW LQWHUYHQH E\ LQWHUUXSWLQJ WKH DFWLYLW\ WKH WHDFKHU ZRXOG XQGHUPLQH WKH FRPPXQLFDWLYH SXUSRVH RI WKH DFWLYLW\  

2IWHQ VWXGHQWV ZRUN ZLWK PDWHULDOV ZKLFK IRUFH WKHP WR XVH D FHUWDLQ ODQJXDJH RU DW OHDVW UHVWULFW WKHLU FKRLFH RI ODQJXDJH %XW E\ UHVWULFWLQJ VWXGHQWV RSWLRQV WKH UHVSHFWLYH PDWHULDOV DUH GHQ\LQJ WKH ODQJXDJH YDULHW\ FKDUDFWHULVWLF ZKLFK ZH KDYH VDLG LV VR LPSRUWDQW 6R QR PDWHULDOV FRQWURO LV D FKDUDFWHULVWLF RI FRPPXQLFDWLYH DFWLYLWLHV $Q LPSRUWDQW UHPDUN VKRXOG EH PDGH DW WKLV SRLQW QRW DOO WKH

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

&RPPXQLFDWLYH DFWLYLWLHV )RU WKHVH VWDJHV WKHUH DUH HTXLYDOHQW PRUH JHQHUDO WHUPV XVHG LQ WHDFKLQJ RWKHU VXEMHFWV DOVR 3UHVHQWDWLRQ 3UDFWLFH DQG 3URGXFWLRQ  ,QWURGXFLQJ QHZ ODQJXDJH VWUXFWXUHV 3UHVHQWDWLRQ

7KH LQWURGXFWLRQ RI QHZ ODQJXDJH VWUXFWXUHV LV IUHTXHQWO\ D QRQFRPPXQLFDWLYH DFWLYLW\ +HUH WKH WHDFKHU ZRUNV ZLWK FRQWUROOHG WHFKQLTXHV DVNLQJ VWXGHQWV WR UHSHDW DQG SHUIRUP LQ GULOOV 

$W WKH VDPH WLPH WKH\ LQVLVW RQ DFFXUDF\ FRUUHFWLQJ ZKHUH VWXGHQWV PDNH PLVWDNHV $OWKRXJK WKHVH LQWURGXFWLRQ VWDJHV VKRXOG EH NHSW VKRUW DQG WKH GULOOLQJ DEDQGRQHG DV VRRQ DV SRVVLEOH WKH\ DUH LPSRUWDQW LQ KHOSLQJ VWXGHQWV WR DVVLPLODWH IDFWV DERXW WKH QHZ ODQJXDJH DQG LQ HQDEOLQJ WKHP WR SURGXFH WKH QHZ ODQJXDJH VWUXFWXUH IRU WKH ILUVW WLPH 7KH PRGHO SUHVHQWHG E\ -HUHP\ +DUPHU  KDV ILYH FRPSRQHQWV OHDGLQ HOLFLWDWLRQ H[SODQDWLRQ DFFXUDWH

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



,PPHGLDWH FUHDWLYLW\ DQG GLIIHUHQW VHWWLQJV 7KH WHDFKHU PD\ DVN VWXGHQWV WR SURGXFH VHQWHQFHV RI WKHLU RZQ XVLQJ WKH QHZ ODQJXDJH VWUXFWXUH HYHQ EHIRUH WKH LPPHGLDWH FUHDWLYLW\ VWDJH $QRWKHU JRRG FKHFN RI PHDQLQJ LV WR DVN WKH VWXGHQWV VRPHWKLQJ XVLQJ WKH QHZ ODQJXDJH VWUXFWXUH ZKLFK LV QRW SDUW RI WKH FRQWH[W WKDW LV EHLQJ XVHG IRU LWV SUHVHQWDWLRQ



7UDQVODWLRQ 7UDQVODWLRQ LV QRW HQFRXUDJHG EXW LWV PDLQ DGYDQWDJHV DUH WKDW LW LV TXLFN DQG HIILFLHQW (OLFLWDWLRQ 'XULQJ WKLV VWDJH WKH WHDFKHU WULHV WR VHH LI KLV VWXGHQWV FDQ

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



([SODQDWLRQ WHFKQLTXHV D ([SODLQLQJ VWDWHPHQWV ,Q WKLV FDVH WKH WHDFKHU ZLVKHV WR H[SODLQ WKH WKLUG SHUVRQ VLQJXODU RI WKH SUHVHQW VLPSOH 7KH PRGHO LV  0DU\ SOD\V WKH SLDQR +HUH LV WKH SURFHGXUH x 6WDJH 7KH WHDFKHU VD\V WKH VHQWHQFH LQ D QRUPDO ZD\ ZLWK D FOHDU YRLFH XVLQJ FRUUHFW VWUHVV DQG LQWRQDWLRQ 7KLV PD\ EH GRQH WZR RU WKUHH WLPHV x 6WDJH  7KH WHDFKHU LVRODWHV D SDUWLFXODU IHDWXUH RI WKH PRGHO 0DU\ SOD\V WKH SLDQR x 6WDJH  7KH WHDFKHU GLVWRUWV WKLV IHDWXUH VKRZLQJ KRZ LW LV FRQVWUXFWHG 0DU\ SOD\VWKH SLDQR x 6WDJH  7KH WHDFKHU UHWXUQV WR WKH LVRODWHG HOHPHQW 0DU\ SOD\V WKH SLDQR x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x x x &OHDUO\ LQGLFDWH ZKHQ WKH VWXGHQWV VKRXOG VWDUW WKH FKRUXV &OHDUO\ LQGLFDWH WKH FRUUHFW VWUHVV GXULQJ WKH FKRUXV 6WD\ VLOHQW GXULQJ WKH FKRUXV VR WKDW \RX FDQ KHDU KRZ ZHOO WKH VWXGHQWV DUH SHUIRUPLQJ ,QGLYLGXDO UHSHWLWLRQ ,QGLYLGXDO UHSHWLWLRQ LV FRQGXFWHG LQ WKUHH VWDJHV x x x 7KH WHDFKHU QRPLQDWHV D VWXGHQW 7KH VWXGHQW UHVSRQGV 7KH WHDFKHU JLYHV IHHGEDFN

&XHUHVSRQVH GULOOV &XHUHVSRQVH GULOOLQJ WDNHV SODFH ZKHQ VWXGHQWV DUH ZRUNLQJ ZLWK PRUH WKDQ RQH PRGHO :KHQ ZH KDYH SUHVHQWHG WKH ILUVW PRGHO DQG RUJDQLVHG FKRUDO DQG LQGLYLGXDO UHSHWLWLRQ ZH ZLOO HOLFLW WKH VHFRQG PRGHO ,I WKH VWXGHQWV FDQ SURGXFH WKH PRGHO RQH PD\ JR VWUDLJKW WR FKRUDO DQG LQGLYLGXDO UHSHWLWLRQ $ FXHUHVSRQVH GULOO LV FRQGXFWHG LQ WKUHH VWDJHV 

6WDJH  ,QVWUXFW 7HOO VWXGHQWV ZKDW \RX ZDQW WKHP WR GR <RX PLJKW VD\ WHOO PH WR LQGLFDWH WKDW \RX ZDQW D VWDWHPHQW RU TXHVWLRQ WR LQGLFDWH WKDW \RX ZDQW D TXHVWLRQ 2IWHQ WKH LQVWUXFWLRQ LV QRW DFWXDOO\ VDLG EXW LV XQGHUVWRRG E\ WKH FODVV

6WDJH WZR &XH ,QGLFDWH ZKLFK PRGHO \RX ZLVK WKH VWXGHQW WR VD\ <RX PLJKW GR WKLV E\ JLYLQJ D FXH ZRUG 7KXV \RX FRXOG VD\ SLDQR WR JHW WKH UHVSRQVH 0DU\ SOD\V WKH SLDQR <RX PLJKW PLPH DQ DFWLRQ 7KXV \RX FRXOG PLPH VPRNLQJ WR JHW WKH VWXGHQW UHVSRQVH -RKQ VPRNHV WKUHH SDFNHWV D GD\

6WDJH  1RPLQDWH 6HOHFW WKH VWXGHQW \RX ZLVK WR JLYH WKH UHVSRQVH 'XULQJ WKH DFFXUDWH UHSURGXFWLRQ SKDVH WKHUH DUH WZR EDVLF

FRUUHFWLRQ VWDJHV VKRZLQJ LQFRUUHFWQHVV DQG XVLQJ FRUUHFWLRQ WHFKQLTXHV 6KRZLQJ LQFRUUHFWQHVV PHDQV WR LQGLFDWH WR WKH VWXGHQW WKDW D PLVWDNH KDV EHHQ PDGH 7KHUH DUH VRPH WHFKQLTXHV IRU VKRZLQJ LQFRUUHFWQHVV x 5HSHDWLQJ 7KH WHDFKHU VLPSO\ DVNV WKH VWXGHQW WR UHSHDW ZKDW KHVKH KDV MXVW VDLG 8VXDOO\ WKLV DVNLQJ ZLWK D TXHVWLRQLQJ LQWRQDWLRQ LQGLFDWHV WKDW WKH UHVSRQVH ZDV XQVDWLVIDFWRU\ x (FKRLQJ 7KH WHDFKHU UHSHDWV ZKDW WKH VWXGHQW KDV MXVW VDLG XVLQJ D TXHVWLRQLQJ LQWRQDWLRQ DQG WKLV FOHDUO\ LQGLFDWHV WKDW WKH WHDFKHU GRXEWV WKH DFFXUDF\ RU WKH FRQWHQW RI ZKDW LV EHLQJ VDLG x 'HQLDO 7KH WHDFKHU VLPSO\ WHOOV WKH VWXGHQW WKDW WKH UHVSRQVH ZDV XQVDWLVIDFWRU\



4XHVWLRQLQJ 7KH WHDFKHU VD\V ,V WKDW FRUUHFW" DVNLQJ DQ\ VWXGHQW LQ WKH FODVV WR DQVZHU WKH TXHVWLRQ 7KLV KDV WKH DGYDQWDJH RI IRFXVLQJ HYHU\ERG\V PLQG RQ WKH SUREOHP

([SUHVVLRQ 0DQ\ WHDFKHUV LQGLFDWH WKDW D UHVSRQVH ZDV LQFRUUHFW E\ WKHLU H[SUHVVLRQ RU E\ VRPH JHVWXUH ,Q JHQHUDO VKRZLQJ LQFRUUHFWQHVV VKRXOG EH KDQGOHG ZLWK WDFW

DQG FRQVLGHUDWLRQ 7KH SURFHVV RI VWXGHQW VHOIFRUUHFWLRQ ZKLFK LW SURYRNHV LV DQ LPSRUWDQW DQG XVHIXO SDUW RI WKH OHDUQLQJ SURFHVV ,W VKRXOG EH VHHQ DV D SRVLWLYH DFW LQ RWKHU ZRUGV QRW DV D UHSULPDQG 8VLQJ FRUUHFWLRQ WHFKQLTXHV ,I VWXGHQWV DUH XQDEOH WR FRUUHFW WKHPVHOYHV WKH WHDFKHU PD\ XVH RQH RI WKH IROORZLQJ WHFKQLTXHV x 6WXGHQW FRUUHFWV VWXGHQW 7KH WHDFKHU FDQ DVN LI DQ\RQH HOVH FDQ JLYH WKH FRUUHFW UHVSRQVH ,I DQRWKHU VWXGHQW FDQ VXSSO\ WKH FRUUHFW LQIRUPDWLRQ LW ZLOO EH JRRG IRU WKDW VWXGHQWV VHOI HVWHHP 7KH VWXGHQW ZKR RULJLQDOO\ PDGH WKH PLVWDNH PD\ IHHO KXPLOLDWHG LI WKLV WHFKQLTXH LV XVHG LQVHQVLWLYHO\ x 7HDFKHU FRUUHFWV VWXGHQW V  :KHQ WKH WHDFKHU IHHOV WKDW KHVKH VKRXOG WDNH FKDUJH RI FRUUHFWLRQ EHFDXVH WKH VWXGHQWV DUH H[WUHPHO\ PL[HG XS DERXW ZKDW WKH FRUUHFW UHVSRQVH VKRXOG EH KHVKH FDQ UHH[SODLQ WKH LWHP RI ODQJXDJH ZKLFK LV FDXVLQJ WKH WURXEOH 7KH VWDJHV RI FRUUHFWLRQ ZH KDYH VKRZQ DUH XVHIXO IRU DFFXUDF\ ZRUN ZKHUH WKH PDLQ IRFXV LV JUDPPDWLFDO FRUUHFWQHVV ,PPHGLDWH FUHDWLYLW\ :KHQ WKH VWXGHQWV DQG WHDFKHU DUH FRQILGHQW WKDW WKH VWXGHQWV FDQ IRUP WKH QHZ ODQJXDJH FRUUHFWO\ WKH\ PRYH RQ WR XVH ZKDW WKH\ 

KDYH OHDUQHG WR PDNH VHQWHQFHV RI WKHLU RZQ UDWKHU WKDQ VHQWHQFHV ZKLFK WKH WHDFKHU RU ERRN KDV LQWURGXFHG DV PRGHOV ,I WKH VWXGHQWV DUH DEOH WR SURGXFH WKHLU RZQ VHQWHQFHV WKH\ FDQ IHHO FRQILGHQW WKDW WKH SUHVHQWDWLRQ ZDV D VXFFHVV  3UDFWLFH RI WKH QHZ ODQJXDJH VWUXFWXUH 3UDFWLFH

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

&RPPXQLFDWLYH

FKDUDFWHULVWLFV DW WKH HQG RI WKH FRPPXQLFDWLRQ FRQWLQXXP SUHYLRXVO\ PHQWLRQHG  6WXGHQWV DUH VRPHKRZ LQYROYHG LQ DFWLYLWLHV WKDW JLYH WKHP ERWK WKH GHVLUH WR FRPPXQLFDWH DQG D SXUSRVH ZKLFK LQYROYHV WKHP LQ D YDULHG XVH RI ODQJXDJH 6XFK DFWLYLWLHV DUH YLWDO LQ D ODQJXDJH FODVVURRP VLQFH KHUH WKH VWXGHQWV FDQ GR WKHLU EHVW WR XVH WKH ODQJXDJH DV LQGLYLGXDOV DUULYLQJ DW D GHJUHH RI ODQJXDJH DXWRQRP\



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

DSSURSULDWH KHDGLQJV DV  JUDPPDU YRFDEXODU\ SURQXQFLDWLRQ VW\OH DQG DSSURSULDF\ :KHQ WKH DFWLYLW\ LV RYHU DQG WKH FODVV KDYH GLVFXVVHG WKH FRQWHQW IHHGEDFN WKH WHDFKHU FDQ ZULWH WKH PRUH VHULRXV HUURUV RQ WKH EODFNERDUG 7KH WHDFKHU DV RUJDQLVHU 7KH PDLQ DLP RI WKH WHDFKHU ZKHQ RUJDQLVLQJ DQ DFWLYLW\ LV WR WHOO WKH VWXGHQWV ZKDW WKH\ DUH JRLQJ WR WDON DERXW RU ZULWH RU UHDG DERXW  JLYH FOHDU LQVWUXFWLRQV DERXW ZKDW H[DFWO\ WKHLU WDVN LV JHW WKH DFWLYLW\ JRLQJ DQG WKHQ RUJDQLVH IHHGEDFN ZKHQ LW LV RYHU &HUWDLQ WKLQJV VKRXOG QRW EH GRQH ZKHQ RUJDQLVLQJ DQ DFWLYLW\ WHDFKHUV VKRXOG QHYHU IRU H[DPSOH DVVXPH WKDW VWXGHQWV KDYH XQGHUVWRRG WKH LQVWUXFWLRQV ,W LV DOZD\V ZLVH WR FKHFN WKDW WKH\ KDYH JUDVSHG ZKDW WKH\ KDYH WR GR DQG ZKHUH SRVVLEOH WKH VWXGHQWV QDWLYH ODQJXDJH FDQ EH XVHG IRU WKLV ,W LV ZLVH IRU WKH WHDFKHU WR SODQ RXW ZKDW KHVKH LV JRLQJ WR VD\ DQG WKHQ VD\ LW FOHDUO\ DQG FRQFLVHO\ 7KH RUJDQLVDWLRQ RI D FRPPXQLFDWLYH DFWLYLW\ FDQ EH GLYLGHG LQWR WKUHH PDLQ SDUWV OHDGLQ LQVWUXFW GHPRQVWUDWH  LQLWLDWH RUJDQLVH IHHGEDFN ,Q OHDGLQ VWDJH WKH WHDFKHU DQG WKH VWXGHQWV PD\ EULHIO\ GLVFXVV WKH WRSLF LQ RUGHU WR VWDUW WKLQNLQJ DERXW LW $IWHU WKLV OHDG LQ WKH WHDFKHU LQVWUXFWV 7KLV LV ZKHUH WKH VWXGHQWV DUH WROG H[DFWO\ ZKDW WKH\ VKRXOG GR $W WKLV VWDJH LW PD\ EH D JRRG LGHD WR JHW D WUDQVODWLRQ RI WKH LQVWUXFWLRQV WR PDNH VXUH WKH VWXGHQWV KDYH XQGHUVWRRG ,Q VRPH FDVHV WKH WHDFKHU PD\ RUJDQLVH D GHPRQVWUDWLRQ RI WKH DFWLYLW\ EHIRUH JLYLQJ LQVWUXFWLRQV )LQDOO\ WKH WHDFKHU LQLWLDWHV WKH DFWLYLW\ $ ILQDO FKHFN LV JLYHQ WKDW WKH VWXGHQWV KDYH XQGHUVWRRG HJ +DV DQ\RQH JRW DQ\ TXHVWLRQ"QR" JRRG 7KHQ 

VWDUW WKH DFWLYLW\ 2QFH WKH DFWLYLW\ KDV VWDUWHG WKH WHDFKHU ZLOO QRW LQWHUYHQH XQOHVV LW LV WR XVH JHQWOH FRUUHFWLRQ RU WR SURPSW 7KH WHDFKHU DV SURPSWHU ,Q RUGHU WR HQFRXUDJH VWXGHQWV WR SDUWLFLSDWH RU WR PDNH VXJJHVWLRQV DERXW KRZ VWXGHQWV PD\ SURFHHG LQ D FRPPXQLFDWLYH DFWLYLW\ ZKHQ WKHUH LV VLOHQFH RU ZKHQ WKH\ DUH FRQIXVHG DERXW ZKDW WR GR QH[W WKH WHDFKHU PD\ KHOS E\ PDNLQJ XVH RI WKHLU UROH RI SURPSWHU 7KLV UROH KDV WR EH SOD\HG ZLWK GLVFUHWLRQ IRU LI WKH WHDFKHU LV WRR DJJUHVVLYH KHVKH VWDUWV WR WDNH RYHU IURP WKHLU VWXGHQWV LQVWHDG RI KHOSLQJ DQG HQFRXUDJLQJ WKHP RQO\ ZKHQ LW LV QHFHVVDU\ 7KH WHDFKHU DV SDUWLFLSDQW 7HDFKHUV PD\ WDNH SDUW LQ WKH FRPPXQLFDWLYH DFWLYLWLHV WKH\ RUJDQLVH 7KH GDQJHU LV WKDW WKH\ ZLOO WHQG WR GRPLQDWH DQG VWXGHQWV ZLOO ERWK DOORZ DQG H[SHFW WKLV WR KDSSHQ ,W LV XS WR WKH WHDFKHU WR PDNH VXUH LW GRHV QRW 7KH WHDFKHUV SDUWLFLSDWLRQ LQ DQ DFWLYLW\ PD\ LPSURYH WKH DWPRVSKHUH LQ WKH FODVV DQG JLYH WKH VWXGHQWV D FKDQFH WR SUDFWLVH (QJOLVK ZLWK VRPHRQH ZKR VSHDNV LW EHWWHU WKDQ WKH\ GR 7KH WHDFKHU DV UHVRXUFH +DYLQJ WKLV UROH WKH WHDFKHU VKRXOG DOZD\V EH UHDG\ WR RIIHU KHOS LI LW LV QHFHVVDU\ $IWHU DOO WKH WHDFKHU KDV WKH ODQJXDJH WKDW WKH VWXGHQWV PD\ EH PLVVLQJ DQG WKLV LV HVSHFLDOO\ WUXH LI WKH VWXGHQWV DUH LQYROYHG LQ VRPH NLQG RI ZULWLQJ WDVN 7KXV WKH WHDFKHU VKRXOG PDNH KLPVHOIKHUVHOI DYDLODEOH VR WKDW WKH VWXGHQWV FDQ FRQVXOW KLPKHU ZKHQ WKH\ ZLVK



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

H[WUDRUGLQDU\ DELOLWLHV D PXOWLGLPHQVLRQDO KLJKWHFK :L]DUG RI2]OLNH VXSHUSHUVRQ \HW RI IOHVK DQG EORRG +H RU VKH PXVW 

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x x ,V LW IRU WKH SURPRWLRQ LQ WKHLU ILHOG RI DFWLYLW\" ,V LW IRU YLVLWLQJ D FRXQWU\ ZKHUH WKH UHVSHFWLYH ODQJXDJH LV VSRNHQ" x ,V LW WKDW WKH SURJUDPPH RI WKH VFKRRO LQFOXGHV WKLV VXEMHFW DV D FRPSXOVRU\ RQH LQ WKH FXUULFXOXP" HWF



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x WKH FODVV DUH DOO FRQFHQWUDWLQJ WKH WHDFKHU FDQ EH VXUH WKDW HYHU\RQH FDQ KHDU ZKDW LV EHLQJ VDLG x x x WKH VWXGHQWV JHW D JRRG ODQJXDJH PRGHO IURP WKH WHDFKHU PDQ\ VWXGHQWV FRQVLGHU WKLV JURXSLQJ FRPIRUWLQJ LW FDQ RIWHQ EH YHU\ G\QDPLF 7KH PDLQ GLVDGYDQWDJHV DUH x x VWXGHQWV JHW OLWWOH FKDQFH WR SUDFWLVH RU WR WDON DW DOO LQ D FODVV RI IRUW\ RQO\ D YHU\ VPDOO SHUFHQWDJH RI WKH FODVV ZLOO JHW D FKDQFH WR WDON



VRPHWLPHV WKH WHDFKHU LV WRR VORZ IRU WKH JRRG VWXGHQWV RU WKH OHVVRQ LV WRR IDVW IRU WKH ZHDN VWXGHQWV

VK\ DQG QHUYRXV VWXGHQWV GR QRW IHHO FRPIRUWDEOH WR EH H[SRVHG LQ IURQW RI WKH FODVV

WKLV LV QRW WKH LGHDO JURXSLQJ IRU WKH FRPPXQLFDWLYH ZRUN 3DLUZRUN 7KLV JURXSLQJ VHHPV WR EH D JRRG LGHD EHFDXVH LW

LPPHGLDWHO\ LQFUHDVHV WKH DPRXQW RI VWXGHQW SUDFWLFH ,I ZH UHIHU WR D FODVV RI IRUW\ VWXGHQWV ZH FDQ LPPHGLDWHO\ VHH WKDW DW DQ\ RQH WLPH LQ DQ RUDO H[HUFLVH WZHQW\ VWXGHQWV DUH WDONLQJ DW RQFH LQVWHDG RI RQH 3DLUZRUN LV D ZD\ RI LQFUHDVLQJ VWXGHQW SDUWLFLSDWLRQ DQG ODQJXDJH XVH ,W FDQ EH XVHG IRU DQ HQRUPRXV QXPEHU RI DFWLYLWLHV ZKHWKHU VSHDNLQJ ZULWLQJ RU UHDGLQJ 2WKHU DGYDQWDJHV DUH x LW DOORZV VWXGHQWV WR XVH ODQJXDJH GHSHQGLQJ RQ WKH WDVN VHW E\ WKH WHDFKHU  x LW HQFRXUDJHV VWXGHQW FRRSHUDWLRQ ZKLFK LV LWVHOI LPSRUWDQW IRU WKH DWPRVSKHUH RI WKH FODVV DQG IRU WKH PRWLYDWLRQ LW JLYHV WR OHDUQ ZLWK RWKHUV x VWXGHQWV FDQ KHOS HDFK RWKHU WR XVH DQG OHDUQ ODQJXDJH 'LVDGYDQWDJHV DUH x LQFRUUHFWQHVV LV D ZRUU\ EXW DFFXUDF\ LV QRW WKH RQO\ VWDQGDUG WR MXGJH OHDUQLQJ E\ FRPPXQLFDWLYH HIILFLHQF\ LV DOVR YLWDOO\ LPSRUWDQW DQG SDLUZRUN HQFRXUDJHV VXFK HIILFLHQF\ x WKHUH LV QRLVH DQG GLVFLSOLQH GXULQJ SDLUZRUN DFWLYLWLHV LV TXLWH D SUREOHP



VWXGHQWV ZKR DUH OHIW LQ SDLUV IRU D ORQJ WLPH RIWHQ EHFRPH ERUHG DQG DUH QRW RQO\ QRW OHDUQLQJ EXW DOVR EHFRPH UHVWOHVV DQG SHUKDSV EDGO\ EHKDYHG *URXSZRUN VHHPV WR EH DQ H[WUHPHO\ DWWUDFWLYH LGHD IRU D

QXPEHU RI UHDVRQV x x x LW LQFUHDVHV VWXGHQW SDUWLFLSDWLRQ DQG ODQJXDJH XVH VWXGHQWV DUH HQFRXUDJHG WR FRRSHUDWH DPRQJ WKHPVHOYHV LW LV PRUH G\QDPLF WKDQ SDLUZRUN EHFDXVH WKHUH DUH PRUH SHRSOH WR UHDFW ZLWK DQG DJDLQVW LQ D JURXS DQG WKHUH LV D JUHDWHU SRVVLELOLW\ RI GLVFXVVLRQ x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



6ZDQ ZURWH LQ KLV DUWLFOH $ &ULWLFDO /RRN DW WKH &RPPXQLFDWLYH $SSURDFK 7KHUH LV QRWKLQJ VR FUHDWLYH DV D JRRG GRJPD 'XULQJ WKH ODVW IHZ \HDUV XQGHU WKH LQIOXHQFH RI WKH &RPPXQLFDWLYH $SSURDFK ODQJXDJH WHDFKLQJ VHHPV WR KDYH PDGH JUHDW SURJUHVV 6\OODEXV GHVLJQ KDV EHFRPH D JRRG GHDO PRUH VRSKLVWLFDWHG DQG ZH DUH DEOH WR JLYH RXU VWXGHQWV D EHWWHU DQG PRUH FRPSOHWH SLFWXUH WKDQ EHIRUH RI KRZ ODQJXDJH LV XVHG ,Q PHWKRGRORJ\ WKH FKDQJH KDV EHHQ GUDPDWLF 7KH ERULQJ PHFKDQLFDO H[HUFLVH W\SHV ZKLFK ZHUH VR FRPPRQ WHQ RU ILIWHHQ \HDUV DJR KDYH YLUWXDOO\ GLVDSSHDUHG WR EH UHSODFHG E\ D VSOHQGLG YDULHW\ RI H[FLWLQJ DQG HQJDJLQJ SUDFWLFH DFWLYLWLHV $OO WKLV LV YHU\ SRVLWLYH DQG LW LV QRW GLIILFXOW WR EHOLHYH WKDW VXFK SURJUHVV LQ FRXUVH GHVLJQ KDV UHVXOWHG LQ D UHDO LPSURYHPHQW LQ WKH VSHHG DQG TXDOLW\ RI ODQJXDJH OHDUQLQJ $QG \HW$ GRJPD UHPDLQV D GRJPD 6ZDQ   5HIHUHQFHV +DUPHU -  7KH 3UDFWLFH RI (QJOLVK /DQJXDJH 7HDFKLQJ /RQJPDQ 0HGJ\HV 3  4XHULHV IURP D FRPPXQLFDWLYH WHDFKHU ,Q 5RVVQHU 5 DQG 5 %ROLWKR HGV &XUUHQWV RI &KDQJH LQ (QJOLVK /DQJXDJH 7HDFKLQJ 2[IRUG 2[IRUG 8QLYHUVLW\ 3UHVV 6ZDQ 0LFKDHO  &RPPXQLFDWLRQ DQG )RUHLJQ /DQJXDJH 7HDFKLQJ DQG /HDUQLQJ ,Q 5RVVQHU 5 DQG 5 %ROLWKR HGV &XUUHQWV RI &KDQJH LQ (QJOLVK /DQJXDJH 7HDFKLQJ 2[IRUG 2[IRUG 8QLYHUVLW\ 3UHVV 



7HVWLQJ , :KDW LV D ODQJXDJH WHVW" :KHQ WKH WHUP ODQJXDJH WHVW LV PHQWLRQHG PRVW SHRSOH KDYH YLVLRQV RI VWXGHQWV LQ D IRUHLJQ ODQJXDJH FODVVURRP SRULQJ RYHU D ZULWWHQ H[DPLQDWLRQ 7KLV LQWHUSUHWDWLRQ RI WKH WHUP FRUUHVSRQGV WR ZKDW PRVW HGXFDWHG SHUVRQV DQG PRVW HGXFDWRUV KDYH H[SHULHQFHG DW RQH WLPH RU DQRWKHU )RU WKHP D ODQJXDJH WHVW LV D GHYLFH WKDW WULHV WR DVVHVV KRZ PXFK KDV EHHQ OHDUQHG LQ D IRUHLJQ ODQJXDJH FRXUVH RU VRPH SDUW RI D FRXUVH %XW ZULWWHQ H[DPLQDWLRQV LQ IRUHLJQ ODQJXDJH FODVVURRPV DUH RQO\ RQH RI WKH PDQ\ IRUPV WKDW ODQJXDJH WHVWV WDNH LQ VFKRROV )RUHLJQ ODQJXDJH WHDFKHUV DUH FRQVWDQWO\ IDFHG ZKHQ GHYHORSLQJ DQG XVLQJ PHDVXUHV RI IRUHLJQ ODQJXDJH DELOLWLHV ZLWK SUDFWLFDO TXHVWLRQV RI WKH NLQG :KDW W\SH RI WHVW VKRXOG ZH XVH" +RZ ORQJ VKRXOG WKH WHVW EH" +RZ PDQ\ WHVWV GR ZH QHHG WR GHYHORS" ,V RXU WHVW UHOLDEOH" +RZ FDQ ZH EHVW LQWHUSUHW WKH UHVXOWV RI RXU WHVW" ,Q DGGUHVVLQJ TXHVWLRQV VXFK DV WKHVH ZH LQHYLWDEO\ GLVFRYHU WKDW WKH DQVZHUV GHSHQG RQ D ZLGH UDQJH RI FRQVLGHUDWLRQV 6LQFH WKHVH FRQVLGHUDWLRQV ZLOO YDU\ IURP RQH FRQWH[W WR DQRWKHU DQ DSSURSULDWH DQVZHU IRU RQH VLWXDWLRQ PD\ EH LQDSSURSULDWH IRU DQRWKHU ,Q GHYHORSLQJ DQG XVLQJ ODQJXDJH WHVWV ZH DUH VHOGRP IDFHG ZLWK TXHVWLRQV WR ZKLFK WKHUH DUH ULJKW RU ZURQJ DQVZHUV $QVZHULQJ WKHVH TXHVWLRQV DOZD\V UHTXLUHV FRQVLGHUDWLRQV RQ WKH VSHFLILF XVHV IRU ZKLFK WKH WHVW LV LQWHQGHG



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

FRPPXQLFDWLRQ LQ D IRUHLJQ ODQJXDJH ,Q WKLV FRPPXQLFDWLYH HUD RI WHVWLQJ ZH IHHO WKDW WKH EHVW H[DPV DUH WKRVH WKDW FRPELQH YDULRXV VXE VNLOOV DV ZH GR ZKHQ H[FKDQJLQJ LGHDV RUDOO\ RU LQ ZULWLQJ ,Q SDUWLFXODU FRPPXQLFDWLYH WHVWV QHHG WR PHDVXUH PRUH WKDQ LVRODWHG ODQJXDJH VNLOOV 7KH\ VKRXOG LQGLFDWH KRZ ZHOO D SHUVRQ FDQ IXQFWLRQ LQ KLV IRUHLJQ



ODQJXDJH )RUWXQDWHO\ LQ FRQVWUXFWLQJ WHVWV WRGD\ ZH GR QRW QHHG WR WXUQ RXU EDFN RQ WKH GHYHORSPHQWV RI WKH VFLHQWLILF SHULRG (DUOLHU WKHUH ZDV D PRYHPHQW IURP UDWKHU VXEMHFWLYH WR KLJKO\ REMHFWLYH WHVWLQJ 7RGD\V WHVWV WHQG WR XVH WKH EHVW IHDWXUHV RI WKHVH WZR H[WUHPHV $ UHODWLYHO\ QHZ WHVW W\SH WKH FOR]H UHIOHFWV WKLV FRPSURPLVH )URP D VWRU\ RU HVVD\ ZRUGV DUH UHPRYHG DW UHJXODU LQWHUYDOV HYHU\ VHYHQWK ZRUG IRU H[DPSOH  $IWHU FRQVLGHULQJ WKH FRQWH[W WKH H[DPLQHH KDV WR ILOO LQ WKH PLVVLQJ ZRUGV 7KXV WKH WDVN LV KROLVWLF WKDW LV JUDPPDU DQG YRFDEXODU\ DQG RYHUDOO PHDQLQJ DUH WHVWHG VLPXOWDQHRXVO\ EXW WKH VFRULQJ LV TXLWH REMHFWLYH +RZ GR WKHVH WUHQGV UHODWH WR WKH WHDFKHUV SUHSDUDWLRQ RI FODVVURRP WHVWV" )RU RQH WKLQJ WHDFKHUV DUH FRQFHUQHG DOPRVW H[FOXVLYHO\ ZLWK PHDVXULQJ VNLOO V  %HORZ ZH VKDOO RIIHU 0DGVHQV  WHVW FODVVLILFDWLRQ 8QGHUVWDQGLQJ KLV FRQWUDVWLQJ H[DP W\SHV FDQ EH KHOSIXO WR WHDFKHUV VLQFH WHVWV RI RQH NLQG PD\ QRW DOZD\V EH VXFFHVVIXOO\ VXEVWLWXWHG IRU WKRVH RI DQRWKHU NLQG &RQWUDVWLQJ &DWHJRULHV RI (6/ 7HVWV .QRZOHGJH 7HVWV 6XEMHFWLYH 7HVWV 3URGXFWLYH 7HVWV /DQJXDJH 6XEVNLOO 7HVWV 1RUPUHIHUHQFHG 7HVWV 'LVFUHWHSRLQW 7HVWV 3URILFLHQF\ 7HVWV 3HUIRUPDQFH RU 6NLOOV 7HVWV 2EMHFWLYH 7HVWV 5HFHSWLYH 7HVWV &RPPXQLFDWLYH 6NLOOV 7HVWV &ULWHULRQUHIHUHQFHG 7HVWV ,QWHJUDWLYH 7HVWV $FKLHYHPHQW 7HVWV



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

&RPPXQLFDWLYH VNLOOV WHVWV RQ WKH RWKHU KDQG VKRZ KRZ ZHOO VWXGHQWV FDQ XVH WKH ODQJXDJH LQ DFWXDOO\ H[FKDQJLQJ LGHDV DQG LQIRUPDWLRQ $QRWKHU VHW RI FRQWUDVWLQJ WHVWV LV WKDW RI QRUPUHIHUHQFHG DQG FULWHULRQUHIHUHQFHG H[DPV 1RUPUHIHUHQFHG WHVWV FRPSDUH HDFK VWXGHQW



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

,,, $VVHVVPHQW 7HVWLQJ DQG 7HDFKLQJ D /DQJXDJH 7KH GLVWLQFWLRQ EHWZHHQ WKH WZR WHUPV DVVHVVPHQW DQG WHVWLQJ LV WKDW DVVHVVPHQW UHIHUV WR WKH EURDG DFW RI GHWHUPLQLQJ WKH DELOLWLHV RI WKH VWXGHQW ZKLOH WHVWLQJ LV D VXEVHW RI DVVHVVPHQW $VVHVVPHQW FDQ EH FDUULHG RXW LQ D YDULHW\ RI ZD\V ZKLFK DUH IRUPDO DQG LQIRUPDO DQG FDQ EH FDUULHG RXW E\ VWXGHQWV WKHPVHOYHV DV ZHOO DV WKHLU WHDFKHUV DQG H[WHUQDO H[DPLQHUV 7KLV PHDQV WKDW JLYLQJ WHVWV LV RQO\ RQH RI WKH ZD\V LQ ZKLFK



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

$LPV &RQWHQW

/HDUQHU DFWLYLW\

7HDFKLQJ 3UDFWLFH /HDUQLQJ 3URFHVV RULHQWHG &XHV PRVW HIIHFWLYH LI RSHQHQGHG 3OHQW\ RI YROXPH UHSHWLWLRQ /HDUQHUV NQRZ WKH PDWHULDO 7DVN LV VXFFHVV RULHQWHG 7KHUH PD\ EH SHHU LQWHUDFWLRQ *LYHV WDVNV DQG KHOSV SHUIRUPDQFH

7HVWLQJ 7HVW $VVHVVLQJ 3URGXFW  RULHQWHG &XHV PRUH HIIHFWLYH LI FORVHGRULHQWHG 1RW PXFK YROXPH UHSHWLWLRQ /HDUQHUV GR QRW QHFHVVDULO\ NQRZ WKH PDWHULDO 7DVN LV VXFFHVV RI IDLOXUH RULHQWHG 1R SHHU LQWHUDFWLRQ *LYHV WDVNV DQG GRHV QRW KHOS SHUIRUPDQFH

7HDFKHU DFWLYLW\



&ODVVURRP &OLPDWH

0RQLWRUV UHLQIRUFHV ,QWULQVLF PRWLYDWLRQ EDVHG RQ LQWHUHVW RU GHVLUH WR OHDUQ 5HOD[HG UHODWLYHO\ &RRSHUDWLYH

$VVHVVHV ([WULQVLF PRWLYDWLRQ EDVHG RQ GHVLUH WR JHW D JRRG JUDGH 7HQVH UHODWLYHO\ ,QGLYLGXDOFRPSHWLWLYH

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



DQG WHVWLQJ LV QRW EXW WKHUH DUH DOVR RFFDVLRQV ZKHQ WHDFKLQJ LV SRRU RU LQDSSURSULDWH DQG WHVWLQJ LV DEOH WR H[HUW D EHQHILFLDO LQIOXHQFH

,9 0DLQ 7\SHV RI 7HVW 3ODFHPHQW WHVWV +XJKHV  VD\V WKDW SODFHPHQW WHVWV DUH LQWHQGHG WR SURYLGH LQIRUPDWLRQ ZKLFK ZLOO KHOS WR SODFH VWXGHQWV DW WKH VWDJH RU LQ WKH SDUW RI WKH WHDFKLQJ SURJUDPPH PRVW DSSURSULDWH WR WKHLU DELOLWLHV 7\SLFDOO\ WKH\ DUH XVHG WR DVVLJQ VWXGHQWV WR FODVVHV DW GLIIHUHQW OHYHOV &ODUN  LV RI WKH RSLQLRQ WKDW LW LV KLJKO\ GHVLUDEOH ERWK IRU WKH VXFFHVVIXO DUWLFXODWLRQ RI IRUHLJQ ODQJXDJH FRXUVHV DQG WR EHVW VHUYH WKH QHHGV RI LQGLYLGXDO VWXGHQWV WR EH DEOH WR GHWHUPLQH WKH PRVW DSSURSULDWH SDWK IRU VWXGHQWV WR WDNH DW GLIIHUHQW GHFLVLRQ SRLQWV LQ WKHLU ODQJXDJH WUDLQLQJ SURJUDPPH 3URJQRVWLF WHVWLQJ DWWHPSWV WR ILOO WKLV QHHG E\ SURYLGLQJ LQIRUPDWLRQ RQ WKH SUREDEOH IXWXUH UHVXOW RI IROORZLQJ D FHUWDLQ FRXUVH RI DFWLRQ VXFK DV HQWHULQJ DQ DFFHOHUDWHG ODQJXDJH SURJUDPPH UDWKHU WKDQ D UHJXODU RQH RU RI VSHFLDOL]LQJ LQ D FHUWDLQ ODQJXDJH ILHOG :KHQ WKH GHFLVLRQ WR EH PDGH LQYROYHV DFFHSWDQFH RU QRQDFFHSWDQFH LQWR D SDUWLFXODU HGXFDWLRQDO SURJUDPPH WKH SURFHVV LV XVXDOO\ UHIHUUHG WR DV VHOHFWLRQ :KHQ WKH GHFLVLRQ LQYROYHV FKRRVLQJ WKH PRVW GHVLUDEOH SDWK IURP DPRQJ D QXPEHU RI DOWHUQDWLYH SRVVLELOLWLHV WKH SURFHVV LV NQRZQ DV SODFHPHQW 0HDVXUHPHQW WHFKQLTXHV IRU WKH VHOHFWLRQ RU SODFHPHQW YDU\ GHSHQGLQJ RQ WKH VWDJH LQ WKH VWXGHQWV ODQJXDJHOHDUQLQJ FDUHHU DW ZKLFK



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



,Q RWKHU FRQWH[WV SURILFLHQW PD\ KDYH D PRUH JHQHUDO PHDQLQJ QRW UHIHUULQJ WR D SDUWLFXODU SXUSRVH DV LQ WKH SUHYLRXV H[DPSOH 7KLV LV WKH FDVH RI H[DPV RI WKH &DPEULGJH DQG 2[IRUG H[DPLQDWLRQ W\SH 7KH IXQFWLRQ RI WKHVH WHVWV LV WR VKRZ ZKHWKHU FDQGLGDWHV KDYH UHDFKHG D FHUWDLQ VWDQGDUG ZLWK UHVSHFW WR FHUWDLQ VSHFLILHG DELOLWLHV $OWKRXJK WKHUH LV QR SDUWLFXODU SXUSRVH LQ PLQG IRU WKH ODQJXDJH WKHVH JHQHUDO SURILFLHQF\ WHVWV KDYH GHWDLOHG VSHFLILFDWLRQV VD\LQJ MXVW ZKDW LW LV WKDW VXFFHVVIXO FDQGLGDWHV ZLOO KDYH GHPRQVWUDWHG WKDW WKH\ FDQ GR $Q DVVHVVPHQW RI SURILFLHQF\ FDQ EH KHOSIXO LQ D YDULHW\ RI FLUFXPVWDQFHV ,W FDQ EH D IRUPDO WHVW WR GHFLGH ZKHWKHU D VWXGHQW LV OLNHO\ WR FRSH ZLWK D FRXUVH RI VSHFLDOLVW VWXG\ RU LW FDQ EH XVHIXO DV DQ LQIRUPDO FKHFN RQ KRZ ZHOO WKH VWXGHQW FDQ SXW LQWR SUDFWLFH WKH ODQJXDJH KH KDV EHHQ OHDUQLQJ $FKLHYHPHQW WHVWV 0RVW WHDFKHUV DUH XQOLNHO\ WR EH UHVSRQVLEOH IRU SURILFLHQF\ WHVWV ,W LV PXFK PRUH SUREDEOH WKDW WKH\ ZLOO EH LQYROYHG LQ WKH SUHSDUDWLRQ DQG XVH RI DFKLHYHPHQW WHVWV ,Q FRQWUDVW WR SURILFLHQF\ WHVWV DFKLHYHPHQW WHVWV DUH GLUHFWO\ UHODWHG WR ODQJXDJH FRXUVHV WKHLU SXUSRVH EHLQJ WR HVWDEOLVK KRZ VXFFHVVIXO LQGLYLGXDO VWXGHQWV JURXSV RI VWXGHQWV RU WKH FRXUVHV WKHPVHOYHV KDYH EHHQ LQ DFKLHYLQJ REMHFWLYHV 7KH\ DUH RI WZR NLQGV ILQDO DFKLHYHPHQW WHVWV DQG SURJUHVV DFKLHYHPHQW WHVWV )LQDO DFKLHYHPHQW WHVWV DUH WKRVH DGPLQLVWHUHG DW WKH HQG RI D FRXUVH RI VWXG\ 7KH\ PD\ EH ZULWWHQ DQG DGPLQLVWHUHG E\ PLQLVWULHV RI HGXFDWLRQ RIILFLDO H[DPLQLQJ ERDUGV RU E\ PHPEHUV RI WHDFKLQJ



LQVWLWXWLRQV &OHDUO\ WKH FRQWHQW RI WKHVH WHVWV PXVW EH UHODWHG WR WKH FRXUVHV ZLWK ZKLFK WKH\ DUH FRQFHUQHG ,Q WKH YLHZ RI VRPH WHVWHUV WKH FRQWHQW RI D ILQDO DFKLHYHPHQW WHVW VKRXOG EH EDVHG RQ D GHWDLOHG FRXUVH V\OODEXV RU RQ WKH ERRNV DQG RWKHU PDWHULDOV XVHG 7KLV KDV EHHQ UHIHUUHG WR DV WKH V\OODEXVFRQWHQW DSSURDFK ,W KDV DQ REYLRXV DSSHDO VLQFH WKH WHVW RQO\ FRQWDLQV ZKDW LW LV WKRXJKW WKDW WKH VWXGHQWV KDYH DFWXDOO\ HQFRXQWHUHG DQG WKXV FDQ EH FRQVLGHUHG D IDLU WHVW 7KH GLVDGYDQWDJH LV WKDW LI WKH V\OODEXV LV EDGO\ GHVLJQHG RU WKH ERRN DQG RWKHU PDWHULDOV DUH EDGO\ FKRVHQ WKHQ WKH UHVXOWV RI D WHVW FDQ EH PLVOHDGLQJ )RU H[DPSOH D FRXUVH PD\ KDYH DV DQ REMHFWLYH WKH GHYHORSPHQW RI FRQYHUVDWLRQDO DELOLW\ EXW WKH FRXUVH LWVHOI DQG WKH WHVW PD\ UHTXLUH VWXGHQWV RQO\ WR XWWHU FDUHIXOO\ SUHSDUHG VWDWHPHQWV DERXW WKHLU KRPH WRZQ WKH ZHDWKHU RU ZKDWHYHU $QRWKHU FRXUVH LV LQWHQGHG WR SUHSDUH VWXGHQWV IRU XQLYHUVLW\ VWXG\ LQ (QJOLVK EXW WKH V\OODEXV PD\ QRW LQFOXGH OLVWHQLQJ WR (QJOLVK GHOLYHUHG LQ OHFWXUH VW\OH RQ WRSLFV RI WKH NLQG WKDW WKH VWXGHQWV ZLOO KDYH WR GHDO ZLWK DW XQLYHUVLW\ ,Q HDFK RI WKHVH FDVHV WKH WHVW UHVXOWV ZLOO IDLO WR VKRZ ZKDW VWXGHQWV KDYH DFKLHYHG LQ WHUPV RI FRXUVH REMHFWLYHV 7KH DOWHUQDWLYH DSSURDFK LV WR EDVH WKH WHVW FRQWHQW GLUHFWO\ RQ WKH REMHFWLYHV RI WKH FRXUVH 7KLV KDV D QXPEHU RI DGYDQWDJHV )LUVW LW FRPSHOV FRXUVH GHVLJQHUV WR EH H[SOLFLW DERXW REMHFWLYHV 6HFRQGO\ LW PDNHV LW SRVVLEOH IRU SHUIRUPDQFH RQ WKH WHVW WR VKRZ MXVW KRZ IDU VWXGHQWV KDYH DFKLHYHG WKRVH REMHFWLYHV 7KLV LQ WXUQ SXWV SUHVVXUH RQ



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



WRZDUGV WKH LQWHUPHGLDWH REMHFWLYHV RQ ZKLFK WKH PRUH IRUPDO SURJUHVV DFKLHYHPHQW WHVWV DUH EDVHG

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

PD\ DVN WKH VWXGHQW :KDW GLG KH GR EHIRUH KH ZHQW EDFN WR ZRUN UHIHUULQJ WR D VHW RI SLFWXUHV RI D PDQ HDWLQJ OXQFK DW QRRQ ZRUNLQJ DW  SP DQG GULYLQJ KRPH DW  SP  *URXS WHVWLQJ 8VLQJ SK\VLFDO UHVSRQVH LV DOVR LQGLFDWHG ZKHQ WHVWLQJ JURXSV RI EHJLQQHUV NQRZOHGJH RI JUDPPDU )RU H[DPSOH LQ RUGHU WR FKHFN WKHLU NQRZOHGJH RI SUHSRVLWLRQV RI SODFH WKH WHDFKHU PD\ DVN WKHP WR GUDZ IROORZLQJ KLVKHU LQVWUXFWLRQV 'UDZ D WDEOH SOHDVH 1RZ LQ IURQW RI WKH WDEOH GUDZ D FKDLU 'UDZ D ERRN RQ WKH WDEOH HWF 6RPH JUDPPDU WHVWV IRU EHJLQQHUV PD\ DVN IRU VKRUW \HVQR RU WUXHIDOVH DQVZHUV WR JUDPPDU SUREOHPV $GYDQWDJHV x x ,W SXWV VWXGHQWV DW HDVH DQG DYRLGV XQQHFHVVDU\ VWUHVV ,W DYRLGV VNLOOV VXFK DV UHDGLQJ DQG ZULWLQJ WKDW KDYH QRW \HW EHHQ GHYHORSHG x ,W FDQ EH VFRUHG HDVLO\ DQG REMHFWLYHO\

'LVDGYDQWDJHV x x ,QGLYLGXDO WHVWLQJ WDNHV ORQJHU WKDQ JURXS WHVWLQJ ,W LV GLIILFXOW WR ILQG VXLWDEOH SLFWXUHV LQ FDVH WKH\ GR QRW IROORZ D WH[WERRN x 2QO\ D OLPLWHG QXPEHU RI JUDPPDWLFDO VWUXFWXUHV FDQ EH WHVWHG

7KH PXOWLSOHFKRLFH FRPSOHWLRQ LQFOXGHV DQ LQFRPSOHWH VHQWHQFH VWHP IROORZHG E\ IRXU PXOWLSOHFKRLFH RSWLRQV IRU FRPSOHWLQJ WKH VHQWHQFH ([DPSOH



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



:KR BBBBB FDOOHG ZKLOH , ZDV DZD\" $ HOVH % DQRWKHU & RWKHU

'

$GYDQWDJHV x ,W LV LPSRVVLEOH IRU VWXGHQWV WR DYRLG WKH JUDPPDU SRLQW EHLQJ HYDOXDWHG x x 6FRULQJ LV HDV\ DQG UHOLDEOH 7KLV LV D VHQVLWLYH PHDVXUH RI DFKLHYHPHQW DQG OLNH RWKHU PXOWLSOH FKRLFH ODQJXDJH WHVWV LW DOORZV WHDFKHUV WR GLDJQRVH WKH VWXGHQWV VSHFLILF SUREOHPV  'LVDGYDQWDJHV x x x 3UHSDULQJ JRRG LWHPV LV QRW HDV\ ,W LV HDV\ IRU VWXGHQWV WR FKHDW ,W GRHV QRW DSSHDU WR PHDVXUH VWXGHQWV DELOLW\ WR UHSURGXFH ODQJXDJH VWUXFWXUHV x 7KLV FDQ KDYH D QHJDWLYH LQIOXHQFH RQ FODVVZRUN LI XVHG H[FOXVLYHO\

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



NLQG RI WHVWLQJ EHFDXVH LW LV DQ LQWHJUDWLYH RQH WKDW LV LW UHTXLUHV VWXGHQWV WR SURFHVV WKH FRPSRQHQWV RI ODQJXDJH VLPXOWDQHRXVO\ PXFK OLNH ZKDW KDSSHQV ZKHQ SHRSOH FRPPXQLFDWH 6WXGLHV KDYH VKRZQ WKDW LW UHODWHV ZHOO WR YDULRXV ODQJXDJH PHDVXUHV IURP OLVWHQLQJ

FRPSUHKHQVLRQ WR RYHUDOO SHUIRUPDQFH RQ D EDWWHU\ RI ODQJXDJH WHVWV ([DPSOH )LOO LQ WKH EODQNV ZLWK RQH VXLWDEOH ZRUG 0\ ZHOOUHDG WUDYHOOLQJ FRPSDQLRQ BB LW WXUQHG RXW ZDV D 7XUNLVK EXVLQHVVPDQ BBB ZKR PDQXIDFWXUHG FKHPLFDOV +H KDG EHHQ HGXFDWHG LQ (QJODQG DQG *HUPDQ\ DQG BBB VSRNH ILYH ODQJXDJHV +H GLVFXVVHG $PHULFDQ SUREOHPV ZLWK ILUVWKDQG NQRZOHGJH WKRXJK KH VDLG KH KDGQW EHHQ WR $PHULFD BBB VLQFH KH KDG JRQH WKHUH RQH VXPPHU BBB DV D FROOHJH VWXGHQW HLJKWHHQ \HDUV EHIRUH $GYDQWDJHV x x x ,W LV HDV\ WR SUHSDUH DQG TXLWH HDV\ WR VFRUH ,W LV D JRRG PHDVXUH RI LQWHJUDWLYH (QJOLVK VNLOOV 6WDQGDUG FOR]H LV D JRRG PHDVXUH RI RYHUDOO DELOLW\ LQ (QJOLVK

'LVDGYDQWDJHV x x ,W LV QRW D VHQVLWLYH PHDVXUH RI VKRUWWHUP JDLQV 1RWQDWLYH (QJOLVK WHDFKHUV KDYH GLIILFXOW\ LQ FKRRVLQJ DFFHSWDEOH HTXLYDOHQW ZRUGV

9,, 7HVWLQJ 9RFDEXODU\ 7KH SXUSRVH RI YRFDEXODU\ WHVWV LV WR PHDVXUH WKH FRPSUHKHQVLRQ



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x ,W FDXVHV OHVV VWUHVV RU QHUYRXVQHVV WKDQ RWKHU W\SHV RI WHVW



,W DYRLGV VNLOOV VXFK DV UHDGLQJ DQG ZULWLQJ WKDW KDYH QRW \HW EHHQ GHYHORSHG

,W FDQ EH VFRUHG HDVLO\ DQG REMHFWLYHO\

'LVDGYDQWDJHV x x x ,W UHTXLUHV LQGLYLGXDO WHVWLQJ ZKLFK WDNHV ORQJHU WKDQ JURXS WHVWLQJ ,W LV XVXDOO\ GLIILFXOW WR WHVW DEVWUDFW ZRUGV ZLWK WKLV WHFKQLTXH 6NHWFKHV DUH VRPHWLPHV DPELJXRXV

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x ,W KHOSV VWXGHQWV VHH WKH IXOO PHDQLQJ RI ZRUGV E\ SURYLGLQJ QDWXUDO FRQWH[WV ,W KDV D JRRG LQIOXHQFH RQ LQVWUXFWLRQ LW GLVFRXUDJHV ZRUG OLVW PHPRULVDWLRQ



x x

6FRULQJ LV HDV\ DQG FRQVLVWHQW ,W LV D VHQVLWLYH PHDVXUH RI DFKLHYHPHQW

'LVDGYDQWDJHV x ,W LV UDWKHU GLIILFXOW WR SUHSDUH JRRG VHQWHQFH FRQWH[WV WKDW FOHDUO\ VKRZ WKH PHDQLQJ RI WKH ZRUG EHLQJ WHVWHG x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x x x &RQWH[W SUHSDUDWLRQ LV UDWKHU HDV\ 6FRULQJ LV HDV\ DQG FRQVLVWHQW ,W LV D VHQVLWLYH PHDVXUH RI DFKLHYHPHQW

'LVDGYDQWDJHV x x ,W LV GLIILFXOW WR ILQG JRRG V\QRQ\PV ,W LV HDV\ IRU VWXGHQWV WR FKHDW



7KH VLPSOH FRPSOHWLRQ ZRUGV WHVW KDV VWXGHQWV ZULWH LQ WKH PLVVLQJ SDUW V RI ZRUGV WKDW DSSHDU LQ D VHQWHQFH 7KHVH PLVVLQJ SDUWV DUH XVXDOO\ SUHIL[HV DQG VXIIL[HV ([DPSOH VROXWLRQV DUH SURYLGHG LQ EHWZHHQ SDUDQWKHVHV ,Q KLV IDPRXV ERRN  5H FROOHFWLRQV IURP FKLOG KRRG ,RQ &UHDQJ DLPV DW XQLYHUVDO LW\ WKURXJK KLV XQ IRUJHWWDEOH 1LF D 5RPDQLDQ DOWHU HJR RI 7ZDLQV +XFNOHEHUU\ )LQQ $GYDQWDJHV x x ,W UHIOHFWV WHDFKLQJ DSSURDFKHV ,W LV JHQHUDOO\ IDVWHU DQG HDVLHU WR FRQVWUXFW WKDQ DUH LWHPV ZLWK GLVWUDFWRUV 'LVDGYDQWDJHV x )HZHU ZRUGV FDQ EH WHVWHG WKLV ZD\ WKDQ ZLWK WKH PXOWLSOH FKRLFH WHVW x 7KHUH LV VRPH GLIILFXOW\ LQ DYRLGLQJ DPELJXRXV FRQWH[WV

9,,, 7HVWLQJ /DQJXDJH 6NLOOV $OWKRXJK VNLOOV GR QRW H[LVW LQ LVRODWLRQ DQG ZH DOUHDG\ NQRZ WKDW LW LV GHVLUDEOH WKDW WKH\ EH WDXJKW DV EHLQJ LQWHJUDWHG WKH VDPH ZD\ WKH\ DUH GHDOW ZLWK LQ UHDOLW\  WKHUH DUH JRRG UHDVRQV IRU WUHDWLQJ HDFK VNLOO VHSDUDWHO\ x )LUVW WKHUH DUH FOHDUO\ WLPHV ZKHQ WKH VNLOOV DUH XVHG LQ LVRODWLRQ IRU H[DPSOH ZH PD\ UHDG ZLWKRXW KDYLQJ WR DQVZHU WR ZKDW ZH KDYH



UHDG RU ZH PD\ OLVWHQ WR VRPHWKLQJ ZLWKRXW KDYLQJ WR WDNH QRWHV RU DQVZHU WR ZKDW ZH KDYH EHHQ OLVWHQLQJ WR ,W LV DOVR REYLRXV WKDW HYHQ LQ UHDO FRPPXQLFDWLRQ RQO\ RQH VNLOO SUHGRPLQDWHV DW D FHUWDLQ PRPHQW x 6HFRQGO\ VRPHWLPHV WKHUH DUH VSHFLILF WHVWLQJ SURFHGXUHV IRU HDFK VNLOO x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

,QIRUPDWLRQ 7UDQVIHU 7KLV W\SH RI WHVW UHTXLUHV VWXGHQWV WR XVH WKH LQIRUPDWLRQ IURP D WH[W LQ RUGHU WR VROYH D WDVN ([DPSOH 7KLV H[DPSOH UHOLHV RQ WKH SUHYLRXVO\ FLWHG WH[W 0DNH D OLVW RI WKH DGYDQWDJHV DQG GLVDGYDQWDJHV IRU WKH WZR W\SHV RI LQWHUYLHZ ,GHQWLI\LQJ RUGHU RI HYHQWV ,Q RUGHU WR SHUIRUP DQ LGHQWLI\LQJ RUGHU RI HYHQWV WDVN VWXGHQWV DUH DVNHG WR UHDG D WH[W DQG UHDUUDQJH LWV LGHDV ZKLFK DUH LQ D PL[HG ORJLFDO RU WHPSRUDO RUGHU DW WKH HQG RU WKH EHJLQQLQJ RI WKH WH[W



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

PXVW EH REH\HG LQ D FHUWDLQ LQVWLWXWLRQ DQG DVNHG WR ZULWH D OHWWHU WR VRPHRQH LQ ZKLFK WR H[SODLQ ZKDW WKH\ DUH DOORZHG DQG ZKDW WKH\ DUH IRUELGGHQ WR GR LQ DFFRUGDQFH WR WKRVH UXOHV  3URYLGH OLQNLQJ GHYLFHV ILOOLQJ LQ JDSV XVLQJ OLQN ZRUGV

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x ,W QHHGV D YHU\ ZHOO HODERUDWHG PDUNLQJ VFDOH LQ RUGHU WR EH REMHFWLYHO\ PDUNHG (PSKDVLV LQ PDUNLQJ VKRXOG UHO\ RQ RUJDQLVDWLRQ WDVN DFKLHYHPHQW DSSURSULDF\ DQG DFFXUDF\



,W LV TXLWH GLIILFXOW WR FRQVWUXFW VXFK D WHVW EHFDXVH LW RIWHQ UHOLHV RQ WKH RWKHU VNLOOV UHDGLQJ D SDUDJUDSK OLVWHQLQJ WR D FRQYHUVDWLRQ RQ D WDSH HWF RU LW PD\ KDYH DV D SRLQW RI GHSDUWXUH SLFWXUHV RU RWKHU YLVXDO SURPSWV 6SHDNLQJ WHVWV 7KH WHVWLQJ RI VSHDNLQJ DV 0DGVHQ  PHQWLRQV LV ZLGHO\

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



PHDQLQJ WR WKH WHVWLQJ VSHDNLQJ IRU 5RPDQLDQ WHDFKHUV RI (QJOLVK ,Q YLHZ IRU VWXGHQWV WR SDVV VXFK WHVWV WHDFKHUV LQYROYH VWXGHQWV LQ PDQ\ FRPPXQLFDWLYH DFWLYLWLHV VRPHWLPHV OHDYLQJ DSDUW WKH RWKHU VNLOOV :KHQ WHVWLQJ VSHDNLQJ ZH PD\ LQYROYH IXQFWLRQV DV JLYLQJ LQVWUXFWLRQV GHVFULELQJ H[SODLQLQJ JLYLQJ RSLQLRQV QHJRWLDWLQJ

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



D

<RX DUH WUDYHOOLQJ E\ WUDLQ LQ D QRQVPRNLQJ FRPSDUWPHQW 6RPHRQH WDNHV RXW D FLJDUHWWH DQG OLJKWV LW &RPSODLQ

E

<RX DFFLGHQWDOO\ EXPS LQWR VRPHRQH LQ WKH VWUHHW $SRORJLVH

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



WKLQJV 0DNH DV PDQ\ VXJJHVWLRQV DV SRVVLEOH HYHQ LI \RXU SDUWQHUV DWWLWXGH LV D ELW QHJDWLYH <RX VSHDN ILUVW (QWUDQFH ([DPLQDWLRQ *XLGHERRN IRU (QJOLVK 3KLORORJ\ 'HSDUWPHQWV LQ 5RPDQLDQ 8QLYHUVLWLHV 3URGXFHG E\ WKH (175$1&( 3URMHFW RI WKH %ULWLVK &RXQFLO 5RPDQLD -XO\  

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



7($&+,1* 35$&7,&( ),/(



(QJOLVK 7HDFKLQJ 3UDFWLFH 0DLQ 2EMHFWLYHV 7KH (QJOLVK WHDFKLQJ SUDFWLFH DLPV DW PRXOGLQJ VWXGHQWV QRW RQO\ LQWR VXFFHVVIXO WHDFKHUV RI WKH ODQJXDJH EXW DOVR LQWR VRPH RSHQPLQGHG DQG KLJKO\ WUDLQHG SHGDJRJXHV TXLWH DEOH WR FRSH ZLWK DQ LQFUHDVLQJO\ OLEHUDO DQG RXWVSRNHQ JHQHUDWLRQ RI VHFRQGDU\ VFKRRO DQG KLJK VFKRRO VWXGHQWV :KDW LV H[SHFWHG IURP VXFK WUDLQHHV WR EHFRPH FDQ EH VXPPDULVHG LQ WKH IROORZLQJ VHWWUDLWV RI D *RRG 7HDFKHU

$ *22' 7($&+(5 x x x x x x x x x .HHSV LQ FRQWDFW ZLWK WKH SDUHQWV RI KLVKHU SXSLOV DQG OHWV WKHP SDUWLFLSDWH LQ WKH OLIH RI WKH VFKRRO ,V DEOH WR PDLQWDLQ GLVFLSOLQH DQG RUGHU :RUNV KDUG WR UHPDLQ XSWRGDWH LQ KLVKHU VXEMHFW 2SHQO\ DGPLWV ZKHQ KHVKH KDV PDGH D PLVWDNH RU GRHV QRW NQRZ VRPHWKLQJ ,V LQWHUHVWHG LQ KLVKHU VWXGHQWV DVNV WKHP DERXW WKHLU KRPHV DQG WULHV WR KHOS ZKHUH SRVVLEOH 0DNHV WKH VWXGHQWV ZRUN KDUG DQG VHWV KLJK VWDQGDUGV ,V IULHQGO\ DQG KHOSIXO WR KLVKHU FROOHDJXHV 8VHV D ORW RI GLIIHUHQW PDWHULDOV HTXLSPHQW DQG WHDFKLQJ PHWKRGV DQG DWWHPSWV WR PDNH KLVKHU OHVVRQV LQWHUHVWLQJ +HOSV WKH VWXGHQWV EHFRPH LQGHSHQGHQW DQG RUJDQLVH WKHLU RZQ OHDUQLQJ 7KH XQLYHUVLW\ (QJOLVK SUDFWLFH VFKHPH FRYHUV D  ZHHN SHULRG LQ WKH ILUVW VHPHVWHU RI WKH IRXUWK \HDU RI VWXG\ ZLWK D IRXU KRXU D ZHHN VFKHPH LQFOXGHG LQ WKH IROORZLQJ H[WHQGHG DSSHQGL[HV



3UDFWLFDO 7HDFKLQJ 2EMHFWLYHV %\ WKH HQG RI WKH REVHUYDWLRQ DQG WHDFKLQJ WUDLQLQJ HYHU\ VWXGHQW VKRXOG EH DEOH WR GR WKH IROORZLQJ x    &RPPXQLFDWLRQ DQG FODVV PDQDJHPHQW *LYH FOHDU LQVWUXFWLRQV H[DPSOHV DQG H[SODQDWLRQV LQ (QJOLVK (QVXUH WKH SDUWLFLSDWLRQ RI PRVW RI WKH FODVV &RQGXFW TXHVWLRQDQGDQVZHU ZRUN ZLWK D PLQLPXP RI WHDFKHU WDON       (QFRXUDJH ZHDN SXSLOV DQG UHLQIRUFH WKHLU FRQWULEXWLRQV (QVXUH SXSLOV PXWXDO DXGLELOLW\ LQ IXOOFODVV ZRUN 8VH FKRUDO DQG SDUWFKRUDO UHSHWLWLRQ 8VH SDLUZRUN IRU ERWK ODQJXDJH SUDFWLFH DQG RWKHU WDVNV 2UJDQL]H EODFNERDUG ZRUN 8VH EODFNERDUG VNHWFKHV DQG RWKHU YLVXDO DLGV

 ,QGLFDWH D YDULHW\ RI FRQFHSWV E\ JHVWXUH DQG PLPH  8VH JDPHV DQG WHDFK VRQJV DQG SRHPV x  3URQXQFLDWLRQ 'LDJQRVH SXSLOV SURQXQFLDWLRQ SUREOHPV DQG SODQ DQG WHDFK UHPHGLDO DFWLYLWLHV  8VH D PLQLPXP SDLU GULOO WR SUDFWLVH D SKRQHPLF RU VWUHVV GLVWLQFWLRQ  x  *LYH DSSURSULDWH FRUUHFWLRQ GXULQJ WKH SXSLOV UHDGLQJ DORXG *UDPPDWLFDO VWUXFWXUHV 3UHVHQW D QHZ VWUXFWXUH LQ D FRQWH[W DQG FKHFN WKH SXSLOV SHUFHSWLRQ DQG XQGHUVWDQGLQJ RI LW





*LYH ERWK PHFKDQLFDO DQG PHDQLQJIXO SUDFWLFH RI D QHZ VWUXFWXUH



&RQGXFW SXSLOWRSXSLO SUDFWLFH RI D VWUXFWXUH RSHQ DQG FORVH SDLUV 

 

*LYH ZULWWHQ UHLQIRUFHPHQW RI D VWUXFWXUH 'LDJQRVH SXSLOV JUDPPDU SUREOHPV DQG SODQ DQG WHDFK UHPHGLDO DFWLYLWLHV

x 

&RPPXQLFDWLYH IXQFWLRQV 3UHVHQW D FRPPXQLFDWLYH IXQFWLRQ LQGXFWLYHO\ RU GHGXFWLYHO\ DQG SUDFWLVH LW UHFHSWLYHO\

  x 

*LYH FRQWUROOHG SUDFWLFH LQ D FRPPXQLFDWLYH IXQFWLRQ 8VH UROHSOD\ WR SUDFWLVH D IXQFWLRQ 9RFDEXODU\ 6HOHFW DQG SUHWHDFK YRFDEXODU\ EHIRUH GRLQJ UHDGLQJ RU OLVWHQLQJ FRPSUHKHQVLRQ



'HYLVH YRFDEXODU\ FRQVROLGDWLRQ H[HUFLVHV WR IROORZ XS WKH VWXG\ RI D WH[W

x 

/LVWHQLQJ DQG UHDGLQJ &RQGXFW D OLVWHQLQJ FRPSUHKHQVLRQ DFWLYLW\ XVLQJ YRLFH RU WDSH ZLWK SUHTXHVWLRQV DQG ZULWWHQ DQVZHUV



&RQGXFW D UHDGLQJ FRPSUHKHQVLRQ DFWLYLW\ ZLWK SUHTXHVWLRQV DQG ZULWWHQ DQVZHUV WR SUDFWLVH VSHFLILF VXEVNLOOV RI UHDGLQJ



8VH D YDULHW\ RI WDVNV WR FKHFN OLVWHQLQJ RU UHDGLQJ FRPSUHKHQVLRQ LQFOXGLQJ FKHFNOLVWV FKDUWILOOLQJ DQG WUXHIDOVH REVHUYDWLRQ WDVNV





2UJDQLVH SXSLOWRSXSLO TXHVWLRQLQJ RQ D WH[W LQ IXOO FODVV JURXSV RU SDLUV



8VH LQIHUHQWLDO JHQHUDO DQG SHUVRQDO TXHVWLRQV LQ WKH IROORZXS WR UHDGLQJ RU OLVWHQLQJ FRPSUHKHQVLRQ ZRUN DQG HQFRXUDJH DOWHUQDWLYH DQVZHUV



)ROORZLQJ FRPSUHKHQVLRQ ZRUN RQ D WH[W FRQGXFW WH[W VWXG\ DFWLYLWLHV GHDOLQJ ZLWK OH[LV FRKHVLRQ RU WH[W VWUXFWXUH

 x 

7UDLQ SXSLOV LQ WKH OLWHUDU\ DQDO\VLV RI D WH[W 6SHDNLQJ 'LVWLQJXLVK EHWZHHQ DFFXUDF\ DQG IOXHQF\ RULHQWHG DFWLYLWLHV DQG FRQGXFW WKHP DFFRUGLQJO\



,Q DFFXUDF\ ZRUN HQVXUH WKH FRUUHFWLRQ RI HUURUV FRQFHUQLQJ WKH ODQJXDJH SRLQW LQ IRFXV



,Q IOXHQF\

ZRUN

LQWHUYHQH

RQO\

ZKHQ HUURUV LPSHGH

FRPPXQLFDWLRQ DQG FRUUHFW FRPPXQLFDWLYHO\   x  2UJDQLVH D GHEDWH (YDOXDWH SXSLOV RUDO ZRUN :ULWLQJ 8VH D YDULHW\ RI ZULWLQJ WDVNV LQFOXGLQJ SHUVRQDOLVHG ZULWLQJ DQG IXQFWLRQDO UHDOLVWLF ZULWLQJ  ,QWURGXFH SXSLOV WR WKH UKHWRULFDO VWUXFWXUH DQG IRUPDO IHDWXUHV RI D JHQUH  *LYH SUHZULWLQJ DQG ZKLOH ZULWLQJ JXLGDQFH DSSURSULDWH WR WKH SXSLOV OHYHO   $VVHVV WKH FRPPXQLFDWLYH HIIHFWLYHQHVV RI SXSLOV ZULWLQJ &RUUHFW HUURUV VHOHFWLYHO\


LQ ZULWWHQ ZRUN

  x  

7UDLQ SXSLOV WR PRQLWRU WKHLU ZULWWHQ ZRUN DQG VHOIFRUUHFW 7UDLQ SXSLOV WR WDNH QRWHV FKHFN WKHLU QRWHV SHULRGLFDOO\ /HVVRQ SODQQLQJ 6WDWH WKH REMHFWLYHV RI D OHVVRQ 3ODQ OHVVRQV WR HQVXUH D YDULHW\ RI DFWLYLWLHV DQG PRGHV RI LQWHUDFWLRQ

  x 

3ODQ OHVVRQV VR DV WR LQWHJUDWH WKH GLIIHUHQW ODQJXDJH VNLOOV (YDOXDWH D OHVVRQ DIWHU WHDFKLQJ LW 7HVWLQJ 'HYLVH DQG FRQGXFW TXL]]HV WR FKHFN WKH SXSLOV OHDUQLQJ RI JUDPPDU IXQFWLRQV RU YRFDEXODU\

 

$VVHVV SXSLOV OLVWHQLQJ DQG UHDGLQJ FRPSUHKHQVLRQ 8VH DQ DQDO\WLF VFRULQJ PHWKRG WR DVVHVV SXSLOV IUHH ZULWLQJ



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


ORRNLQJ DW WHVW UHVXOWV HWF ,Q

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


LQGHSHQGHQW UHDGHU WR IROORZ

35(6(59,&( 7($&+,1* 35$&7,&( 352*5$00(  WUDLQHHV LQ HDFK JURXS : ( ( . +RXUV IRU 3UHSDUDWLRQ 73 RI PDWHULDOV IRU 73

67$*(6

23



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










7ZR WUDLQHHV WHDP SODQQLQJ DQG WHDP WHDFKLQJ OHVVRQV WZR WUDLQHHV SODQQLQJ DQG WHDFKLQJ WZR OHVVRQV EHWZHHQ WKHP DW GLIIHUHQW OHYHOVRWKHU WZR REVHUYLQJ )ROORZHG E\ JURXS IHHGEDFN GLVFXVVLRQ 3ODQQLQJ DQG WHDFKLQJ OHVVRQV DORQH HDFK WUDLQHH SODQV DQG WHDFKHV RQH OHVVRQ HDFKRWKHU WKUHH REVHUYLQJ )ROORZHG E\ JURXS IHHGEDFN GLVFXVVLRQ



   

$V DERYH IRU WZR RWKHU OHYHOV


(DFK WUDLQHH VKRXOG WHDFK D VHULHV RI IRXU OHVVRQV ZLWK WKH VDPH JURXS DW IRXU GLIIHUHQW OHYHOV 7KH WUDLQHHV ZLOO EH SDLUHG 2)) VR WKDW ZKHQ RQH LV WHDFKLQJ WKH RWKHU LV REVHUYLQJ ZLWK ILQDO IHHGEDFN GLVFXVVLRQ 7KUHH RI WKHVH OHVVRQV WR EH REVHUYHG E\ WKH PHQWRUXQLYHUVLW\ PHWKRGRORJLVW DV SDUW RI WKH HYDOXDWLRQ SURFHVV 3UHSDUDWLRQ RI 73 GRFXPHQWDWLRQ

 

 

 

 





$OO 73 GRFXPHQWDWLRQ VXEPLWWHG IRU ILQDO HYDOXDWLRQ OHVVRQ SODQV REVHUYDWLRQ VKHHWV WLPHWDEOH UHFRUG RI 73 VHOI HYDOXDWLRQ VKHHWV 73 GLDU\ )LQDO JUDGH DJUHHG EHWZHHQ DOO WKUHH SDUWLHV )HHGEDFN TXHVWLRQQDLUHV FRPSOHWHG E\ WUDLQHH PHQWRU DQG PHWKRGRORJLVW x 23 REVHUYDWLRQ SUDFWLFH x 73 WHDFKLQJ SUDFWLFH





7UDLQHH 2EVHUYDWLRQ 5HFRUG 7UDLQHHBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB <HDU RI VWXG\BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB 0HQWRUBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB 0HWKRGRORJLVWBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB


6FKRRO 'DWH 7LPH *UDGH 7\SH RI OHVVRQ )RFXV RI REVHUYDW LRQ 0HQWRUV VLJQDWXUH

                             



2%6(59$7,21

7KH QH[W IHZ SDJHV FRQWDLQ D QXPEHU RI

PRGHOV RI

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



2EVHUYDWLRQ 7DVN 35(6(17,1* *5$00$5  )81&7,216 7KLV WDVN HQDEOHV WKH VWXGHQW WR IRFXV RQ WKH LPSRUWDQW DVSHFWV RI SUHVHQWLQJ QHZ ODQJXDJH VWUXFWXUHV DQG WR EHWWHU OLQN WKHRUHWLFDO LQIRUPDWLRQ ZLWK ZKDW WKH\ VHH LQ SUDFWLFH GXULQJ WKH OHVVRQ +RZ LV QHZ ODQJXDJH SUHVHQWHG" 'HVFULS WLRQ 3XSLOV SDUWLFLSDWLRQ UHVSRQVH SHUIRUPDQFH 2WKHU SRLQWV RI LQWHUHVW

0HDQLQJ x +RZ LV WKH ODQJXDJH FRQWH[WXDOL]HG" x +RZ LV PHDQLQJ FKHFNHG" x ,V PHDQLQJ FOHDU WR DOO SXSLOV" x ,V DSSURSULDF\ PDGH FOHDU" LI WKLV LV UHOHYDQW )RUP x +RZ LV IRUP KLJKOLJKWHG" 2UDOO\ RQ WKH EODFNERDUG" x :KDW QRWHV GR SXSLOV WDNH" x 'RHV WKH WHDFKHU XVH JUDPPDWLFDO WHUPLQRORJ\"



3URQXQFLDWLRQ x 'R SXSLOV KHDU D FOHDU DQG QDWXUDO PRGHO" x $UH DVSHFWV RI SURQXQFLDWLRQ KLJKOLJKWHG" x +RZ" 3UDFWLFH x :KDW LQLWLDO FRQWUROOHG SUDFWLFH LV WKHUH" x :D\V RI FRUUHFWLQJ x 'R WKH SUDFWLFH DFWLYLWLHV SUDFWLVH ZKDW KDV EHHQ SUHVHQWHG" x ,V WKHUH YDULHW\" x ,V WKHUH RSSRUWXQLW\ IRU FUHDWLYLW\ DQG SHUVRQDOL]DWLRQ"

2YHUDOO 'LG DQ\ XQH[SHFWHG SUREOHP V DULVH" +RZ GLG WKH WHDFKHU VROYH LW WKHP "



2EVHUYDWLRQ 7DVN /,67(1,1*  5($',1* 67$*( *,9( '(7$,/6 /(9(/ 2) 383,/6 3$57,&,3$7,21 7 FUHDWHV LQWHUHVW SUHUHDGLQJ RU SUHGLFWLRQ DFWLYLWLHV 7 SUHWHDFKHV .H\ YRFDEXODU\ 7 JLYHV OLVWHQLQJUHDGLQJ WDVN EHIRUH 3V UHDGOLVWHQ 3V OLVWHQUHDG

FRPSOHWH WKH WDVN 73V JLYH IHHGEDFN RQ DQVZHUV RU WDVN 7 JLYHV RWKHU PRUH

LQWHQVLYH WDVNV 3V OLVWHQUHDG FRPSOHWH WDVN 73V JLYH IHHGEDFN /DQJXDJH ZRUN DQGRU IXUWKHU VNLOOV ZRUN



2EVHUYDWLRQ 7DVN 7($&+(5 /$1*8$*( ,16758&7,216 )RU WKLV WDVN WKH WUDLQHH ZLOO QHHG WR OLVWHQ DQG ZULWH FDUHIXOO\ SXW GRZQ DV PDQ\ H[DPSOHV ZRUG IRU ZRUG DV WKH\ FDQ RI WKH WHDFKHUV LQVWUXFWLRQV ZKLOH WU\LQJ WR REVHUYH DQ\ DFFRPSDQ\LQJ JHVWXUHV WKDW DUH EHLQJ XVHG HJ KROGLQJ XS D VKHHW H[WHQGLQJ DUPV HWF  7KH SXSLOV UHVSRQVHV DQG WKHLU UHDFWLRQV DUH WR EH PDGH LQ WKH WKLUG FROXPQ ,QVWUXFWLRQV ZRUGV XVHG :DV WKHUH DQ DFFRPSDQ\LQJ JHVWXUH" <HV1R 3XSLOV UHVSRQVH LQVWUXFWLRQ XQGHUVWRRG"



2EVHUYDWLRQ 7DVN )2&86 21 7+( 383,/6 7KLV WDVN LV PHDQW WR HQDEOH WUDLQHHV WR IRFXV RQ D OHVVRQ IURP WKH SXSLOV SRLQW RI YLHZ 7KH IROORZLQJ OLVW GHVFULEHV DVSHFWV RI SXSLO EHKDYLRXU 7UDLQHHV VKRXOG WU\ WR VHH ZKLFK RI WKHP WKH\ FDQ LGHQWLI\ DQG DPRQJ KRZ PDQ\ SXSLOV LQ WKH OHVVRQ WKH\ REVHUYH 7KH SXSLOV VKRZ VLJQV RI EHLQJ PRWLYDWHG DUH LQYROYHG LQ DQG FRQWULEXWH WR WKH OHVVRQ LQWHUDFW ERWK ZD\V ZLWK WKH WHDFKHU 7 3 3 7 LQWHUDFW ZLWK HDFK RWKHU 3 3 DSSHDU WR XQGHUVWDQG WKH WHDFKHUV LQVWUXFWLRQV DSSHDU WR XQGHUVWDQG WKH FRQWHQW RI WKH OHVVRQ DSSHDU FRQILGHQW DQG UHVSRQG ZHOO WR FRUUHFWLRQ DOO PRVW VRPH IHZ QRQH



2EVHUYDWLRQ 7DVN 86,1* 7+( %/$&.%2$5' 'XULQJ WKLV REVHUYDWLRQ WKH VWXGHQW LV LQYLWHG WR QRWLFH WKLQJV FRQQHFWHG WR WKH XVH RI WKH EODFNERDUG IRUP QRZ RQ PHQWLRQHG DV EE GXULQJ D OHVVRQ 7KH\ DUH LQYLWHG WR DQVZHU WKH IROORZLQJ TXHVWLRQV <RXU 1RWHV :DV WKH EE YLVLEOH WR DOO WKH SXSLOV" :DV WKH OD\RXW FOHDU" :DV LW RYHUFURZGHG RU GLVRUJDQLVHG"

:DV WKH QHZ ODQJXDJH KLJKOLJKWHG HIIHFWLYHO\" +RZ FRXOG LW KDYH EHHQ LPSURYHG"

:HUH WKHUH XQILQLVKHG VHQWHQFHV RU VFKHPHV RQ WKH EE ZKHQ WKH FODVV ZDV RYHU"



)RU ZKDW UHDVRQV GLG WKH WHDFKHU XVH WKH EE" FODULI\ SRLQWV RQ WKH VSRW FRUUHFWLRQ HWF *LYH DQ H[DPSOH RI WKH WHDFKHUV XVH RI EE :KHUH HOVH FRXOG WKH EE KDYH EHHQ XVHG DQG LW ZDV QRW"



:DV WKH EE XVHG WR GLVSOD\ IODVKFDUGVGUDZLQJVYLVXDOVSURPSWV IRU SUDFWLFH" ,V LW D JRRG LGHD WR XVH WKH EE IRU WKLV"

:KDW GLG WKH SXSLOV ZULWH GRZQ IURP WKH EE" :DV WKH LQIRUPDWLRQ WKH\ ZURWH LQ WKHLU QRWHERRNV UHOHYDQW IRU WKH SRLQWV RI WKH OHVVRQ" :RXOG WKH SXSLOV XQGHUVWDQG WKH SRLQWV RI WKH OHVVRQ D IHZ GD\V DIWHU WKH FODVV XVLQJ WKHLU QRWHV"

'R \RX WKLQN WKH EE ZDV RYHUXVHG  XQGHUXVHG" 6D\ ZK\



2EVHUYDWLRQ 7DVN ())(&7,9(1(66 2) 35$&7,&( $&7,9,7,(6 6WXGHQWV DUH DVNHG WR HYDOXDWH SUDFWLFH DFWLYLWLHV &RPPHQWV :KDW ODQJXDJH VWUXFWXUH LV WKH DFWLYLW\ GHVLJQHG WR SUDFWLFH"

,V LW FRQWUROOHGVHPL FRQWUROOHGIUHH SUDFWLFH" $UH WKH SXSLOV SUHSDUHG IRU LW" ,V LW DSSURSULDWH DW WKLV VWDJH RI WKH OHVVRQ"

,I RQ SDSHU LV WKH DFWLYLW\ DWWUDFWLYHO\ DQG FOHDUO\ SUHVHQWHG"

+RZ DUH LQVWUXFWLRQV JLYHQ" $UH WKH\ FOHDU DQG FRQFLVH"

'RHV WKH DFWLYLW\ ZRUN" 'RHV LW SURYLGH SUDFWLFH RI WKH WDUJHW ODQJXDJH"

,V WKH DFWLYLW\ DSSURSULDWH IRU WKH SXSLOV" ,V WKH DFWLYLW\ LQWHUHVWLQJ IRU WKH SXSLOV"



:KDW IRUP RI LQWHUDFWLRQ LV WKHUH" L H SDLU ZRUN JURXSZRUN HWF ,V WKH JURXSLQJ HIIHFWLYH IRU WKH SUDFWLFH DFWLYLW\" 'R DOO WKH SXSLOV KDYH HQRXJK SUDFWLFH"

,V WKH WLPH DOORWWHG WR WKH DFWLYLW\ DSSURSULDWH" :DV WKHUH HQRXJK SUDFWLFH"

,V WKHUH DQ\ FRUUHFWLRQ" :KHQ" ,V WKLV DSSURSULDWH DQG HIIHFWLYH"

'R \RX KDYH DQ\ DOWHUQDWLYH LGHDV IRU WKH DFWLYLWLHV WR SUDFWLVH WKH VDPH ODQJXDJH"

,I WKHUH ZHUH DQ\ GULOOV FRPPHQW RQ WKH HIIHFWLYHQHVVKDQGOLQJ RI WKHVH



2EVHUYDWLRQ 7DVN (5525 &255(&7,21 7KH DLP RI WKLV WDVN LV WR PDNH VWXGHQWV DZDUH RI WKH FRUUHFWLRQ PHWKRGV WKDW FDQ EH XVHG GXULQJ D OHVVRQ 6WXGHQWV DUH LQYLWHG WR DQVZHU VRPH TXHVWLRQV FRQFHUQLQJ FRUUHFWLRQ &RPPHQWV ,GHQWLI\ W\SHV RI PLVWDNHV SXSLOV PDNH HJ SURQXQFLDWLRQ JUDPPDU YRFDEXODU\ HWF ,GHQWLI\ SDWWHUQV RI FRUUHFWLRQ HJ SXSLO FRUUHFWV SXSLO SXSLO FRUUHFWV KLPKHUVHOI HWF :KHQ GLG WKH WHDFKHU FRUUHFW"

'LG WKH WHDFKHU DQWLFLSDWH DQ\ PLVWDNH" +RZ GLG KHVKH SURFHHG WR SUHYHQW WKDWWKRVH PLVWDNH V "

'LG WKH WHDFKHU FRUUHFW WRR PXFK" 'LG WKH WHDFKHU FRUUHFW WRR OLWWOH" 'LG WKH WHDFKHU ZULWH DQG H[SODLQ PLVWDNHV XVLQJ WKH EODFNERDUG" +RZ" &RPPHQW RQ WKH RYHUDOO VXFFHVV RI WKH FRUUHFWLRQ WDNLQJ SODFH



2EVHUYDWLRQ 7DVN (17,5( /(6621 2%6(59$7,21  7KLV REVHUYDWLRQ WDVN JHWV WKH VWXGHQW DFFXVWRPHG WR LGHQWLI\LQJ VWDJHV RI WKH OHVVRQ DFWLYLWLHV WKDW WRRN SODFH GXULQJ WKH FODVV PDWHULDOV XVHG DQG WKH WLPH DOORWWHG WR HDFK DFWLYLW\ 6WDJHV RI $FWLYLWLHV 5HDVRQV 0DWHULDOV 7LPLQJ OHVVRQ 66 DQG 7 IRU DFWLYLWLHV





2EVHUYDWLRQ 7DVN (17,5( /(6621 2%6(59$7,21  7HDFKHU BBBBBBBBBBBBBBBBBBB &ODVV BBBBBBBBBBBBBBBBBBBBB 'DWH BBBBBBBBBBBBBBBBBBBBBB D 1HZ 6WUXFWXUHV SUHVHQWHG LQ WKH OHVVRQ

E

1HZ YRFDEXODU\ SUHVHQWHG LQ WKH OHVVRQ

F

6NLOOV SUDFWLVHG LQ WKH OHVVRQ SOHDVH WLFN ZKHUH DSSURSULDWH 5HDGLQJ 6SHDNLQJ /LVWHQLQJ :ULWLQJ 1RWH WDNLQJ

D

*URXSLQJ SOHDVH WLFN ZKHUH DSSURSULDWH /RFNVWHS 3DLU ZRUN *URXS ZRUN

G

$WPRVSKHUH LQ WKH FODVV SOHDVH WLFN ZKHUH DSSURSULDWH %DG )DLU *RRG



H

7HDFKHUV WDONLQJ WLPH YHUVXV SXSLOV WDONLQJ WLPH SOHDVH H[SUHVV \RXU DQVZHU LQ  PDNH FRPPHQWV

I

6WDJHV RI WKH OHVVRQ

J

$UH VWDJHV FOHDU"

QRW VR FOHDU K $LP V RI WKH OHVVRQ

YHU\ FOHDU

L

5HDOLVDWLRQ RI DLPV

QRW VR FOHDU

YHU\ FOHDU



7+( /(6621 3/$1

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



/(6621 3/$1 1$0( BBBBBBBBBBBBBBBBBBBBBBBBBB /(9(/*5283 BBBBBBBBBBBBBBBBBBBBBBBBBB '$7( BBBBBBBBBBBBBBBBBBBBBBBBBB 180%(5 2) 383,/6 BBBBBBBBBBBBBBBBBBBBBBBBBB 67$*( 2) &2856( BBBBBBBBBBBBBBBBBBBBBBBBBB 7,0( BBBBBBBBBBBBBBBBBBBBBBBBBB $,0 6 2) /(6621 7KH PDLQ DLP RI WKLV OHVVRQ LV BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB 383,/6 352%/(06 , DQWLFLSDWH WKDW WKH IROORZLQJ PD\ FDXVH SUREOHPV BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB 7($&+,1* 7(&+1,48(6 1RWH GRZQ DQ\WKLQJ ZKLFK \RX IHHO \RX QHHG WR EH SDUWLFXODUO\ DZDUH RI GXULQJ WKH OHVVRQ BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB _BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB


$,'60$7(5,$/6 BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB 6(/) (9$/8$7,21 &RPSOHWH WKH IROORZLQJ DV VRRQ DV \RX FDQ DIWHU \RX KDYH ILQLVKHG WHDFKLQJ %H DV RSHQ KRQHVW DQG FRQVWUXFWLYH DV \RX FDQ  0\ IHHOLQJV LPPHGLDWHO\ DIWHU WKH OHVVRQ DUHZHUH BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB  7KH WKLQJV , OLNHG DERXW WKH OHVVRQ DUH BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB  7KH WKLQJV , ZDV QRW KDSS\ ZLWK DUH BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB


BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB





0DNH VXJJHVWLRQV DERXW KRZ \RX ZRXOG OLNH WR FKDQJH WKH OHVVRQ SODQ LQ WKH IXWXUH WR LPSURYH \RXU WHDFKLQJ BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB



6HOI (YDOXDWLRQ
9HU\ JRRG *RRG 6DWLVI :HDN

  3HUVRQDO 4XDOLWLHV

&RPPHQW

*RRG -XGJHPHQW 5HDOLVWLF $SSURDFK 6HOI RUJDQLVDWLRQ 6HOI FRQILGHQFH (QWKXVLDVP 2SHQQHVV WR LGHDV 6HQVH RI KXPRXU 5HVSRQVLYHQHVV ,QLWLDWLYH )OH[LELOLW\ &ODULW\ RI WKRXJKW  $ELOLWLHV 6NLOOV D )/ 3URILFLHQF\ E 0DQDJHULDO  RI FODVVURRP  RI WHDFKLQJ DLGV  RI UHVRXUFHV



F &RPPXQLFDWLRQ ,QWHUDFWLRQ UDSSRUW  YRLFH  QHJRWLDWLRQ VNLOOV G $SSOLFDWLRQ RI NQRZOHGJH WR SUDFWLFDO VLWXDWLRQV H 7HFKQRORJLFDO  DXGLRYLVXDO  2+3  FRPSXWHU I 7R WHDFK ODQJXDJH 6\VWHP SURQXQFLDWLRQ  YRFDEXODU\  JUDPPDU  GLVFRXUVH /DQJXDJH VNLOOV  OLVWHQLQJ  VSHDNLQJ  UHDGLQJ  ZULWLQJ  0DWHULDO 3URGXFWLRQ &RQFHSWXDO 3UDFWLFDO  SDSHUEDVHG  DXGLR  PL[HG



 6WUDWHJLHV *HWWLQJ WKH OHDUQHUV DWWHQWLRQ 0DLQWDLQLQJ WKH OHDUQHUV DWWHQWLRQ 0RQLWRULQJ VWUDWHJLHV 'HDOLQJ ZLWK GLVUXSWLYH EHKDYLRXU  7HFKQLTXHV 0RWLYDWLQJ IRU OHDUQLQJ 'UDPD WHFKQLTXH *DPHV 7RWDO SK\VLFDO UHVSRQVH (QFRXUDJLQJ OHDUQHUV UHVSRQVLELOLW\ IRU RZQ OHDUQLQJ &RRSHUDWLYHQHVV $VVHVVPHQW )HHGEDFN  .QRZOHGJH D RI ODQJXDJH E RI KRZ D ODQJXDJH LV OHDUQHG PRWKHU WRQJXH (QJOLVK OLQJXLVWLF WKHRULHV


(/7 PHWKRGRORJ\



F DERXW OHDUQHUV SV\FKRORJ\ JHQHUDO SHGDJRJ\ G RI KRZ ODQJXDJH LV WDXJKW 6\VWHPV SURQXQFLDWLRQ YRFDEXODU\ JUDPPDU GLVFRXUVH 6NLOOV UHDGLQJ ZULWLQJ VSHDNLQJ OLVWHQLQJ H RI HGXFDWLRQDO V\VWHP VFK RUJDQLVDWLRQ H[DPLQDWLRQV I HUURU DQDO\VLV FRUUHFWLRQ J 66 HYDOXDWLRQ WHVWLQJ K RI FRXQWULHV ZKHUH (QJOLVK LV VSRNHQ KLVWRULFDO DVSHFWV SROLWLFDO HYHQWV JHRJUDSKLFDO FXUUHQW HYHQWV WHHQDJH VFHQH OLWHUDWXUH


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

0HQWRU BBBBBBBBBBBBBBBBBBBBBBBBBBBB 6LJQDWXUH BBBBBBBBBBBBBBBBBB'DWH BBBBBBBBBBBBBBBB 0HWKRGRORJLVW BBBBBBBBBBBBBBBBBBBBBB 6LJQDWXUH BBBBBBBBBBBBBBBBBB'DWH BBBBBBBBBBBBBBB '(6&5,37,21 2) *5$'(6  $ YHU\ JRRG SHUIRUPDQFH  $ JRRG SHUIRUPDQFH  $ IDLUO\ JRRG SHUIRUPDQFH  $ VDWLVIDFWRU\ SHUIRUPDQFH  $Q XQVDWLVIDFWRU\ SHUIRUPDQFH



%DVLF (/7 7HUPV


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



& &KRUDO UHSHWLWLRQ 7KH LPLWDWLRQ RI VSRNHQ PDWHULDO E\ DQ HQWLUH FODVV RU E\ D JURXS VSHDNLQJ WRJHWKHU &WHVW $ IRUP RI FOR]H WHVW LQ ZKLFK WKH ILUVW KDOI RI HYHU\ VHFRQG ZRUG LV GHOHWHG IURP WKH WH[W &OR]H WHVW $ WHVW RI ODQJXDJH SURILFLHQF\ LQ ZKLFK WKH OHDUQHU KDV WR ILOO LQ EODQNV LQ D FRQWLQXRXV SDVVDJH &RJQDWH $ ZRUG LQ RQH ODQJXDJH ZKLFK ORRNV VLPLODU WR DQG KDV D PHDQLQJ HTXLYDOHQW WR D ZRUG LQ DQRWKHU ODQJXDJH &RJQLWLYH DSSURDFKHV $SSURDFKHV WR ODQJXDJH WHDFKLQJ ZKLFK LQYROYH WKH OHDUQHUV WKLQNLQJ DERXW WKH ODQJXDJH DQG ZRUNLQJ RXW UXOHV IURP H[DPSOHV RU LQVWDQFHV &RKHUHQFH 7KH OLQNLQJ WRJHWKHU RI FRQVHFXWLYH XWWHUDQFHV LQ DFFRUGDQFH ZLWK WKH IXQFWLRQ RI WKH XWWHUDQFHV &RKHVLRQ 7KH ORJLFDO OLQNLQJ RI FRQVHFXWLYH RU UHODWHG XWWHUDQFHV



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

'LFWDWLRQ $ WHVWLQJ WHFKQLTXH LQ ZKLFK WKH WHVWHUWHDFKHU UHDGV D WH[W LQ VKRUW VHFWLRQV 7KH VWXGHQWV PXVW WKHQ ZULWH GRZQ WKH VSRNHQ WH[W DV DFFXUDWHO\ DV SRVVLEOH



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



* *HQHUDOLVDWLRQV $VVXPSWLRQV DERXW SDWWHUQV RI WKH ODQJXDJH PDGH E\ WKH OHDUQHU DV D UHVXOW RI KLV H[SRVXUH WR LW 7KHVH JHQHUDOLVDWLRQV DUH PDGH XQFRQVFLRXVO\ DV D UHVXOW RI WKH EUDLQ SURFHVVLQJ D QXPEHU RI VLPLODU XWWHUDQFHV 0DNLQJ VXFK JHQHUDOLVDWLRQV LV DQ LPSRUWDQW SDUW RI ODQJXDJH OHDUQLQJ DQG LV WKH EDVLV RI ILUVW ODQJXDJH DFTXLVLWLRQ *HQXLQH FRQWH[W $ FRQWLQXRXV SDVVDJH RI ZULWWHQ RU VSRNHQ ODQJXDJH RULJLQDOO\ XVHG WR DFKLHYH UHDO FRPPXQLFDWLRQ EXW VXEVHTXHQWO\ XVHG LQ WKH FODVVURRP DV D VRXUFH RI H[SRVXUH WR ODQJXDJH LQ XVH IRU WKH OHDUQHUV *OREDO FRPSUHKHQVLRQ 7KH RSSRVLWH RI IUDJPHQWDU\ FRPSUHKHQVLRQ *OREDO LWHPV $QRWKHU WHUP IRU DQ LQWHJUDWLYH LWHP WKH RSSRVLWH RI D GLVFUHWHSRLQW LWHP *OREDO WHVWV 7HVWV GHVLJQHG WR DVVHVV OHDUQHUV RYHUDOO ODQJXDJH DELOLW\ UDWKHU WKDQ WR DVVHVV SDUWLFXODU VNLOOV *UDPPDU  WUDQVODWLRQ PHWKRG $ PHWKRG LQ ZKLFK WKH OHDUQHU LV WDXJKW WKH JUDPPDU RI WKH WDUJHW ODQJXDJH DQG LV DVNHG WR XVH WKH UXOHV KH KDV OHDUQHG WR KHOS KLP WUDQVODWH IURP WKH WDUJHW ODQJXDJH LQWR WKH QDWLYH ODQJXDJH DQG YLFH YHUVD



*XLGHG H[HUFLVHV 3UDFWLFH H[HUFLVHV LQ ZKLFK WKH OHDUQHUV DUH WROG ZKDW WR GR DQG WKHQ DUH JLYHQ DGYLFH RQ KRZ WR GR LW 7KH OHDUQHUV KDYH WR PDNH VRPH GHFLVLRQV RI WKHLU RZQ DQG WR FUHDWH VRPH RI WKHLU RZQ H[SUHVVLRQV

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

. .H\ FRQFHSWV .H\ FRQFHSWV DUH WKH SLHFHV RI LQIRUPDWLRQ DERXW WKH FRQWH[W WKDW DUH YLWDO LI VWXGHQWV DUH WR XQGHUVWDQG WKH FRQWH[W DQG WKXV WKH PHDQLQJ DQG XVH RI WKH QHZ ODQJXDJH / / 7KH OHDUQHUV ILUVW ODQJXDJH / $ ODQJXDJH EHLQJ OHDUQHG ZKLFK LV QRW WKH OHDUQHUV ILUVW ODQJXDJH /DQJXDJH ODERUDWRU\ $ URRP ZKHUH OHDUQHUV FDQ OLVWHQ WR DQG UHVSRQG WR VSRNHQ ODQJXDJH RQ WDSH (DFK OHDUQHU KDV KLV RU KHU RZQ WDSH UHFRUGHUFRPSXWHU DQG HDUSKRQHV DQG ZRUNV DW KLV RU KHU RZQ VSHHG /DQJXDJH VKRFN 7KH IHDU RI PDNLQJ HUURUV ZKHQ XVLQJ D IRUHLJQ ODQJXDJH 6RPH OHDUQHUV DUH VR DIUDLG RI EHLQJ KXPLOLDWHG WKDW WKH\ DUH UHOXFWDQW WR XVH WKH ODQJXDJH DW DOO 6XFK OHDUQHUV QHHG FRQILGHQFH UDWKHU WKDQ FRUUHFWLRQ 5ROHSOD\ VLPXODWLRQ DQG RWKHU FRPPXQLFDWLRQ DFWLYLWLHV FDQ KHOS E\ IRFXVLQJ WKHLU DWWHQWLRQ RI FRQWHQW DQG FRPPXQLFDWLRQ UDWKHU WKDQ H[SUHVVLRQ /HDUQHUFHQWUHG DSSURDFKHV $SSURDFKHV WR ODQJXDJH WHDFKLQJ EDVHG RQ WKH QHHGV DQG LQWHUHVWV RI WKH OHDUQHUV UDWKHU WKDQ RQ D IL[HG V\OODEXV RU FRXUVH ERRN DQG WKH GLFWDWHV RI D WHDFKHU 

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

0LFUR WHVWLQJ 7KH RSSRVLWH RI PDFUR WHVWLQJ

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



7HDFKLQJ SRLQWV 3DUWLFXODU DVSHFWV RI WKH ODQJXDJH VHOHFWHG E\ WKH WHDFKHU IRU SUHVHQWDWLRQ WR D SDUWLFXODU FODVV RI OHDUQHUV 7KHPH $ SDUWLFXODU VXEMHFW XVHG DV WKH EDVLV RI D XQLW RI WHDFKLQJ 7RSLF   :KDW LV EHLQJ WDONHG DERXW LQ D SDUWLFXODU VLWXDWLRQ $ SDUWLFXODU WKHPH XVHG DV WKH EDVLV RI D XQLW RI WHDFKLQJ

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

 &D]GHQ &% -RKQ 9 +\PHV ' HGLWRUV )XQFWLRQV RI /DQJXDJH LQ WKH &ODVVURRP 7HDFKHUV &ROOHJH &ROXPELD 8QLYHUVLW\ 7HDFKHUV &ROOHJH 3UHVV  &KRPVN\ 1  $VSHFWV RI WKH 7KHRU\ RI 6\QWD[ &DPEULGJH 0DVVDFKXVHWWV 0,73UHVV  &ODUN -RKQ /'  )RUHLJQ/DQJXDJH 7HVWLQJ 7KHRU\ DQG 3UDFWLFH LQ /DQJXDJH DQG WKH 7HDFKHU $ 6HULHV LQ $SSOLHG /LQJXLVWLFV 3KLODGHOSKLD 7KH &HQWHU IRU &XUULFXOXP

'HYHORSPHQW ,QF  &ORVH 5$  (QJOLVK DV D )RUHLJQ /DQJXDJH /RQGRQ 8QZLQ %URWKHUV /WG 7KH *UHVKDP 3UHVV  &RVWLQHWW 6DQGUD  (QJOLVK DV D 6HFRQG /DQJXDJH $GYDQFHG 5HDGLQJV DQG &RQYHUVDWLRQV 6LOYHU 6SULQJ

0DU\ODQG 86$ ,QVWLWXWH RI 0RGHUQ /DQJXDJHV  )HUJXVRQ 1LFRODV  7HDFKLQJ (QJOLVK DV D )RUHLJQ /DQJXDJH 7KHRU\ DQG 3UDFWLFH )RPD /DXVDQQH  )LQQRFKLDUR 0DU\  (QJOLVK DV D 6HFRQG /DQJXDJH )URP 7KHRU\ WR 3UDFWLFH 1HZ <RUN 5HJHQWV 3XEOLVKLQJ &RPSDQ\ ,QF  )LQRFFKLDUR DQG /DYHQGD  6HOHFWLRQV IRU 'HYHORSLQJ (QJOLVK /DQJXDJH 6NLOOV 1HZ <RUN 5HJHQWV 3XEOLVKLQJ &RPSDQ\ ,QF  *OHDQX * &RPLHO (  QGUXPWRU PHWRGLF SHQWUX SUHGDUHD OLPELL HQJOH]H vQ FRDOD JHQHUDO %XFXUHWL (GLWXUD 'LGDFWLF L 3HGDJRJLF



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

3XEOLVKHUV ,QF  0HGJ\HV 3  4XHULHV IURP D &RPPXQLFDWLYH 7HDFKHU ,Q 5RVVQHU 5 DQG 5 %ROLWKR HGV &XUUHQWV RI &KDQJH LQ (QJOLVK /DQJXDJH 7HDFKLQJ 2[IRUG 2[IRUG 8QLYHUVLW\ 3UHVV



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

0DVVDFKXVHWWV 1HZEXU\ +RXVH 3XEOLVKHUV ,QF  6WDFN (GZDUG 0  7KH /DQJXDJH /DERUDWRU\ DQG 0RGHUQ /DQJXDJH 7HDFKLQJ /RQGRQ 2[IRUG 8QLYHUVLW\ 3UHVV  6WHYLFN (DUO :  $ :D\ DQG :D\V 5RZOH\  0DVVDFKXVHWWV 1HZEXU\ +RXVH 3XEOLVKHUV ,QF



 6ZDQ 0LFKDHO  &RPPXQLFDWLRQ DQG )RUHLJQ /DQJXDJH 7HDFKLQJ DQG /HDUQLQJ ,Q 5RVVQHU 5 DQG 5 %ROLWKR HGV &XUUHQWV RI &KDQJH LQ (QJOLVK /DQJXDJH 7HDFKLQJ 2[IRUG 2[IRUG 8QLYHUVLW\ 3UHVV  8U 3HQQ\ :ULJKW $QGUHZ  )LYH0LQXWH $FWLYLWLHV &DPEULGJH &DPEULGJH 8QLYHUVLW\ 3UHVV  9DOGPDQ $ HGLWRU  7UHQGV LQ /DQJXDJH 7HDFKLQJ 0F*UDZ+LOO %RRN &RPSDQ\  9DOHWWH 5HEHFFD 0  0RGHUQ /DQJXDJH 7HVWLQJ +DUFRXUW %UDFH :RUOG ,QF  :LONLQV '$  /LQJXLVWLFV LQ /DQJXDJH 7HDFKLQJ 0DVVDFKXVHWWV ,QVWLWXWH RI 7HFKQRORJ\ &DPEULGJH

0DVVDFKXVHWWV 7KH 0,7 3UHVV



Vous aimerez peut-être aussi