CARET: Definition of Study Types

Categorizing and Rating the Study: CARET has determined that there are four types of studies or information resources that are very relevant to educators who need to know more about the how electronic learning resources can be most effectively integrated into instruction and with the greatest impact possible on teaching and learning. Studies fall into four categories or types as follows:

1. General Articles and Expert Positions: These are articles that describe processes, strategies, approaches, theoretical models, policies, curriculum or technology using standards, that may or may not allude to full-scale evaluation or empirical studies. Often such articles are based on experience, observations, and ideas proposed by the author(s). Examples include the ISTE standards, National or State technology plans, technology use planning guidelines and templates, testimony to commissions and legislative bodies, professional association platforms, etc. Type A information resources will be rated and designated a "level 1, 2, or 3" according to the following rubric:
    Level A: The report is clearly documented by research or credible evaluations, provides clearly stated recommendations that can be easily applied in a wide variety of educational settings and would help inform educational technology planning and/or policy decisions to a wide audience.
    Level B: The report is based on some type of consensus, discusses examples and shows awareness of available methods, research or evaluation studies on the topic, and would help inform educational decisions.
    Level C: The report is basically one person's/one group'sopinion / experience (e.g., outlining a theory or describing a methodology or analysis technique), may or may not be supported by documentation or research, is primarily of use in program implementation decisions.
2. Descriptive and Survey Studies: These studies are descriptive research and typically use data derived from surveys, case studies, or more qualitative methods for gathering the information to inform the conclusions and recommendations of the study or report. Type B information is often data collection to yield new information, generate clearer questions or needs identification, and focus on specific projects or settings--the primary intent is to synthesize emerging patterns. Examples range from single project case studies to national studies such as the CEO Forum report, NCES Surveys on technology access in schools, meta-analysis reports of studies such as the recent SIIA report on technology effectiveness, state-wide or large scale needs assessments, Quality Educational Data (QED) and Market Data Retrieval (MDR) surveys, and many others.
    Level A: The data collection methods are clearly explained and credible with multiple measures, are current, could include strong mixed methods research, with adequate sampling and the data collected can easily justify the conclusions drawn from the study.
    Level B: The data collection methods are credible with validated surveys and/or other methods are clearly described such as observational strategies, case study methodologies, the data or information is current.
    Level C: The data collection -is focused on a limited sample of the population (e.g., single project case study) - and has minimal application in terms of generalizing the findings.
3. Formal Evaluation Studies: These are evaluation studies that assess the extent of implementation and impact of a specific program or project and usually emphasize needs assessment and/or formative evaluation methods designed to provide ongoing feedback to program or project managers. Impact or summative data is used to estimate the extent of change in the targeted population based on particular project or program interventions. Evaluation studies tend to focus on specific contexts of particular grants or projects with no attempt to generalize beyond the cases at hand. They often use a range of qualitative and quantitative tools but rarely use control or comparison groups and statistical methods to test specific hypotheses. Examples of such studies include evaluations of Technology Innovation Challenge Grants (TICG), Star Schools, Preparing Tomorrows Teachers for Technology (PT3), National Science Foundation (NSF) projects and programs, as well as a variety of state and privately supported programs, initiatives, and/or products.
    Level A: The evaluation includes and justifies valid and relevant measures and clearly describes the specific project interventions that contribute to the program or project outcomes and then provides sufficient contextual information for someone to generalize and possibly replicate the results by adopting the program in another location.
    Level B: The evaluation clearly describes design, the measures used and how they were developed or selected and analyzed to provide answers to specific evaluation questions that are directly related to the goals and objectives of the project.
    Level C: The evaluation is not thoroughly described in terms of theory base, design, methods, findings, and summary/recommendations. Rather, one or more of these components is emphasized in sufficient detail for replication or decision making.
4. Formal Research Studies: These studies are quantitative research studies, which incorporate a formal research design to test a hypothesis with validated measures. These studies should document that this research can be replicated or generalizable to other settings. The criteria used for reviewers to judge the level or extent of validity of studies is adapted from the Fouts (1999) model for rating educational research according to level of depth and empirical validity. An example would include a study of a specific computer delivered curriculum in the area of primary level reading in comparison with a textbook delivered curriculum with variables such as curriculum content and student characteristics are held constant. The design allows for a statistical test of the specific differences found between the two groups on a validated measure that is relevant to the skills and knowledge intended to be developed.
    Level A: As with Level B, the study must incorporate a formal research design to test a hypothesis with validated quantitative measures. The study must clearly document that the results found in the initial evaluation or research have been, or have a high probability of being replicated in other settings, locations, or contexts.
    Level B: A level B study must incorporate a formal research design to test a hypothesis with validated quantitative measures and can be backed with qualitative measures to provide more descriptive information in describing the findings.
    Level C: This level of study would probably be described as research but upon closer inspection relies on surveys and measures that are not triangulated. This study tends to lack a clear relationship between the intervention studied and the outcomes attained due to inadequate research design.
After careful consideration of the features, study types, and levels, please use your best and most objective judgement to categorize the study as follows by placing a check in the appropriate box that corresponds with the Categories and Level Rating Criteria described above.
 Study Type
Level A
Level B
Level C
 Type 1      
 Type 2      
 Type 3      
 Type 4