THÔNG TIN TÀI LIỆU
Edited by Vijay Reddy
COLLOQUIUM PROCEEDINGS
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Published by HSRC Press
Private Bag X9182, Cape Town, 8000, South Africa
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© 2006 Human Sciences Research Council
First published 2006
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Contents
List of tables and figures v
Foreword ix
Introduction xii
Acknowledgements xx
List of abbreviations and acronyms xxi
SECTION 1: THE MACRO PERSPECTIVE
1. A review of ten years of assessment and examinations 3
Themba Ndhlovu, Nkosi Sishi and Carol Nuga Deliwe
2. Transition from Senior Certificate to the Further Education and
Training Certificate 10
Morgan Naidoo
3. The history of falling matric standards 18
Peliwe Lolwana
SECTION 2: STANDARDS AND STANDARDISATION
4. The matriculation examination: how can we find out if standards
are falling? 33
Mbithi wa Kivilu
5. The statistical adjustment of matric marks 45
L Paul Fatti
6. Evaluating the school-leaving examination against measurement
principles and methods 58
Cheryl D Foxcroft
7. Comparing and standardising performance trends in the matric
examinations using a matrix sampling design 72
Anil Kanjee
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8. Methodological issues in measuring learner flow-through in the
education system 90
Fabian Arends
SECTION 3: DISAGGREGATED DATA ILLUSTRATING INEQUALITIES
9. Gender and educational achievement in South Africa 107
Helen Perry and Brahm Fleisch
10. Matric matters 127
Michael Kahn
11. A trend analysis of matric maths performance 139
Vijay Reddy and Servaas van der Berg with Likani Lebani and
Robert Berkowitz
12. The matric results of 2002 and 2003: the uncomfortable truths of the
Western Cape? 161
Peter Kallaway
SECTION 4: ISSUES IMPACTING ON EDUCATION
13. Learning (dis)advantage in matriculation language classrooms 185
Jeanne Prinsloo
14. Many are called, few will remain: HIV/AIDS and the matric in the South
African school system 201
Relebohile Moletsane
15. Listening to matric teachers: township realities and learner
achievement levels 213
Makola Collin Phurutse
16. Matric improvement programmes 228
Jennifer Rault-Smith
SECTION 5: THE FUTURE
17. The Further Education and Training Certificate: unresolved problems 241
Stephanie Matseleng Allais
18. Pathways from matric 253
Michael Cosser
Contributors 263
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v
List of tables and figures
Tables
Table 2.1 Number of candidates who wrote, those who passed and those
who passed with exemption from 1996 to 2003
13
Table 5.1 Flow-through rates for Grades 11 and 12 47
Table 5.2 Number of candidates presenting for Standard Grade and
Higher Grade examinations 48
Table 5.3 Accounting Higher Grade mark distributions and adjustments 51
Table 5.4 English Second Language Higher Grade marks and
adjustments 53
Table 5.5 Numbers and pass rates, 1990 to 2003 56
Table 6.1 Correlations: final first-year marks, Swedish Points, and
weighted matriculation average mark 60
Table 6.2 Matric and academic performance: correlations for gender and
cultural groups 63
Table 6.3 Score equivalence across examinations 67
Table 6.4 Example of score equating table 67
Table 7.1 Matric pass rates: 1997 to 2003 79
Table 8.1 Promotion, repetition and drop-out rates in public ordinary
schools in Gauteng, Western Cape and KwaZulu-Natal, 2002 98
Table 9.1 Number of candidates, passes and endorsements and Gender
Parity Index (GPI), 1996 to 2002 112
Table 9.2 Number of candidates gaining merit and distinction by gender,
2001 and 2002 114
Table 9.3 Number of candidates and aggregate mark obtained by
candidates who failed and who passed, with and without
endorsement, 2002 115
Table 9.4 Female and male candidates’ aggregate marks by percentile,
2002 116
Table 9.5 Provincial number of candidates and aggregate mark obtained
by candidates who failed and who passed with and without
endorsement, 2002 118
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MARKING MATRIC: COLLOQUIUM PROCEEDINGS
vi
Table 9.6 Number of candidates and aggregate mark obtained by those
who failed and passed with or without endorsement, by race,
2002 119
Table 9.7 Number of Mathematics candidates and passes, average annual
growth and pass rates by gender, 1996 and 2002 121
Table 9.8 Number of Physical Science candidates and passes, average
annual growth and pass rates by gender, 1996 and 2002 122
Table 9.9 Higher Grade Mathematics candidates, number and percentage
passing by race and gender, 2002 123
Table 9.10 Higher Grade Physical Science candidates, number passing and
percentage pass rate by race and gender, 2002 123
Table 10. 1 Mathematics and Physical Science performance by group,
1991 127
Table 10.2 Mathematics HG enrolment (000s) and performance: All and
Language Proxy Method, 1999 to 2001 131
Table 10.3 Mathematics Language Proxy Method, by gender and
province 131
Table 10.4 Mathematics Higher Grade African candidates 2002 and
2003 132
Table 10.5 Mathematics Higher Grade for Language Proxy Method, non-
language African and African, by province (2003) 132
Table 10.6 Passes in bands A to C, African candidates, 2002 and 2003 135
Table 11.1 Modified Swedish system 142
Table 11.2 Public schools offering Maths at matric level, in 2003 in
Gauteng and Free State, by former racial departments and
poverty rankings 143
Table 11.3 Maths participation in public schools offering Maths in
Gauteng and Free State 144
Table 11.4 Higher Grade Maths participation in Gauteng and Free
State 145
Table 11.5 Schools offering only Standard Grade Maths in Gauteng and
Free State 146
Table 11.6 Number of Higher Grade Maths A, B, C and D symbols in
Gauteng and Free State for the years 1998, 2001 and 2003 147
Table 11.7 Classification of Gauteng and Free State schools in terms of
performance regarding university Maths eligibility 153
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INTRODUCTION
vii
Table 11.8 Performance regarding university Maths eligibility by school
classification, 1998, 2001 and 2003 154
Table 11.9 Categorising Dinaledi schools in Gauteng and Free State, 1998
to 2003 156
Table 11.10 Dinaledi schools in Gauteng and Free State: Performance in
terms of university eligibility for Maths 156
Table 12.1 National Senor Certificate pass rates: 1994 to 2003 161
Table 12.2 Western Cape Senior Certificate examination results 2001:
type of pass 167
Table 12.3 Senior Certificate results for 2002 to 2003: prestige Cape Town
and Stellenbosch schools 169
Table 12.4 Senior Certificate results for 2002 and 2003: Cape Town
suburban schools 172
Table 12.5 Senior Certificate results for 2002 and 2003: working-class
schools in coloured and African areas in the vicinity of
Cape Town 174
Table 12.6 Senior Certificate results for 2002 and 2003: rural town
(Malmesbury) 176
Table 16.1 Selection of schools with pass rates of under 40 per cent in
1998 235
Table 18.1 2002 study and work status of learners who were in Grade 12
in 2001 255
Table 18.2 2002 majority-time occupation of learners who were in Grade 12
in 2001 256
Figures
Figure 5.1 Ogives for Accounting Higher Grade 52
Figure 5.2 Ogives for English Second Language Higher Grade 54
Figure 6.1 Impact of using revised criteria based on matriculation
performance 61
Figure 6.2 Risk profiles of directly and tested admitted learners 64
Figure 6.3 Percentages per risk profile of directly and tested admitted
learners 65
Figure 6.4 Weighted matriculation average mark means: 1999 to 2003
examinations 66
LIST OF TABLES AND FIGURES
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viii
Figure 7.1 National trend in matric pass rates and endorsements: 1997 to
2003 80
Figure 7.2 Comparisons that account for changes implemented from
2001 81
Figure 7.3 Comparison of total, Maths and Science pass rates: 1997
to 2002 81
Figure 7.4 Matrix sampling: Common anchor item design 84
Figure 8.1 Movement of learners into and out of school 96
Figure 8.2 Basic assumptions of the Grade Transition Model 97
Figure 8.3 Flow of pupils from Grade 1 in 1991 to Grade 12 in 2002 99
Figure 9.1 Number of male and female learners by grade, 2000 110
Figure 9.2 Male and female enrolment in the SCE, 1996 to 2002 111
Figure 9.3 Gender pass rates and endorsement rates,1996 to 2002 113
Figure 9.4 Provincial average aggregate for female and male candidates
passing and candidates gaining an exemption, 2002 117
Figure 11.1 Maths school quality index, for Gauteng in 2003, by former
department 148
Figure 11.2 Maths school quality index, for Free State in 2003, by former
department 149
Figure 11.3 Change in school quality index over time (1999, 2003) for
Gauteng ex-DET and ex-HoA schools 150
Figure 11.4 Change in school quality index over time (1999, 2003) for Free
State ex-DET and ex-HoA schools 151
Figure 16.1 Biggs’ SOLO Taxonomy: A general framework for systematically
assessing quality of learner learning 237
Figure 18.1 The effect of subject achievement on learner destination,
2002 258
MARKING MATRIC: COLLOQUIUM PROCEEDINGS
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ix
Foreword
It has long been persuasively demonstrated that the ways in which schooling is
provided in society generally have the effect of reproducing social inequality,
in the course of meeting the differentiated conditions of employment and
reward that obtain under capitalist production. This process tends to occur in
unexpected ways even where a progressive government might seek to achieve
otherwise. In South Africa under apartheid, the white-minority government
deliberately and cynically steered the process by means of the racially
segregated and inferior Bantu Education system, to achieve and regulate the
selective underdevelopment of black learners throughout the country, and
especially in rural, so-called ‘homeland’ areas.
Following the political demise of apartheid in 1994, the new ANC-led black-
majority government, the business sector, civil society, academia and the
public are agreed in attempting to undo the damage and reverse the process.
Concerted investment in education is seen as critical for the equitable and
sustainable socio-economic development of the country. It is intended to
achieve increased access to education opportunities across previous barriers
of race, class and region; improved quality in the provision of education;
and thereby better retention of learners in the educational system and better
output standards and volumes.
Whether in the popular awareness of learners and their parents, the
conceptions of educators and educational specialists, or the interventions of
policy-makers, a key indicator of the functioning and consequent outcomes
of the schooling system has been the performance of learners in the exit
level examination at the end of Grade 12, the matriculation examination.
There are understandable reasons for this. At the level of the individual
learner, performance in the examination will powerfully affect his or her
opportunities for further education or entry into the labour market. At the
level of the schooling system the overall matric results, and the differences by
province, subject, and race group, provide telling and sometimes controversial
evidence of differences in the efficacy of provision. At the national level the
results are an annual reflection of whether government is making headway in
its dual educational agenda of improving equity in educational opportunities
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MARKING MATRIC: COLLOQUIUM PROCEEDINGS
x
and outcomes at the same time as producing the necessary levels and mixes
of skills needed by the economy in order to improve employment and
productivity and reduce poverty.
So, as the Introduction notes, the stakes can hardly be higher. As a result, there
have been fierce – if sporadic – debates in the public domain in recent years
about the meaning of the matric pass rates, the predictive power of the matric
results for admission to higher education, and the processes underlying
the evident changes. At the same time, there is still uncertainty about the
purpose of the exit level examination: is it a certificate which indicates what a
learner knows and can do; should it be used for admission to tertiary studies;
and does it predict future performance? The multilevel debates are often
collapsed into simplistic issues. Then confidence in the education system,
or lack of it, is projected onto the exit examination. For instance, the higher
education community has announced that from 2008 it will administer its
own admission test.
This constellation of analyses and implications, and the complicated
educational and social processes they involve, may be called ‘the matric
question’. The question is obviously one of continuing public and specialist
interest; yet attention to it has tended to flare up only briefly when each
year’s results are published, and then subside until the next year. In 2004 the
HSRC accordingly decided to remedy this deficiency and make ‘the matric’
one of two HSRC-wide projects for the 2004/2005 year. An initial thrust of
the project was to convene a broad range of informed stakeholders – located
in government, science councils, statutory bodies and academia – for a
colloquium on the major aspects of the question. The HSRC appreciates their
ready and vigorous engagement. Their contributions comprise the remainder
of this volume, and there is an overview in the Introduction.
The macro-trends in the education system over recent years provide a mixed
background to the more detailed and technical analyses. On the one hand
there have been real improvements in important prerequisites of improved
provision and output, such as the qualifications of teachers, teacher : pupil
ratios, infrastructure, and management. These have been achieved at the same
time as greatly improved access across the race groups, and diminished overall
inequality between urban and rural areas and among the nine provinces. On
the other hand, the focus in recent years on improving the matric pass-rate,
without an adequate specifying and monitoring of cognate targets, has had
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[...]... qualification – the matriculation examination – still captures the imagination of policy-makers, politicians, academics and the public The matriculation examination is a visible, high profile and public indicator of learner achievement Every year parents, learners, teachers, researchers, government officials, policy-makers, and the general public get involved in the debate around the matriculation examination,... did not collect matriculation data by race However, it was acknowledged that race was still an important factor in describing inequalities and, from 2002, learners writing the matriculation examination identified themselves by race Perry and Fleisch present the result of an in-depth study of female education achievement in the South African SCE Kahn explores disparities of performance in matric Mathematics... Surveys, Analyses, Modelling and Mapping (SAMM) We also knew that a number of researchers were already working on various aspects related to the matric examination We saw it as timely to bring the work together through a colloquium And so the project Marking Matric was born In this acknowledgement I need to thank various people for participating in discussions, supporting the idea and seeing the completion... and Haupt (1997) and Zietsman and Gering (1986) on the predictive value of matriculation examinations for university admission since the 1980s This debate has continued with the tertiary institutions proposing the National Benchmark Tests Project as a norm for admission to higher education.1 The tension between examinations marking an exit from the schooling system and entry into university occurs... relating to assessment, particularly the matriculation examination The papers (insider accounts by Ndhlovu, Sishi and Nuga Deliwe, and by Naidoo) describe and review the different phases of the assessment reform, particularly the SCE, in the last ten years, and present a history of examinations in this country Lolwana provides an historical account of how the question of matriculation standards has been treated... systems The process of the statistical adjustment of marks has been ‘blamed’ for the increase in the pass rates of the matriculation examination Fatti, who chairs the Statistics Task Team of Umalusi, describes the statistical adjustment process which is used for the standardisation of the matric mark distributions Included in his paper is a description of the motivation and history for statistical adjustment... statistical adjustment took place in the matriculation examination of 2003 Kanjee problematises, from a methodological point of view, the comparability of learner performance across different years and across the provinces In other words, is there any equivalence and basis for comparability of the different examinations? Kanjee concludes by providing a proposal by which the matriculation examination can both... optimally The predictive value of the matriculation examination for admission to Higher Education (HE) institutions continues to be one of the ‘hotly debated’ topics amongst academics and government officials Foxcroft uses data gathered from first-year intakes over the past few years to illustrate some of the current measurement deficiencies when admission is based on the matriculation examination results... results She also provides suggestions of how the FETC examinations could avoid some of the measurement pitfalls inherent in the matriculation examination, so that these results could have better usage for admission to HE institutions Four empirically based papers disaggregate the matriculation achievement data by race and gender to illustrate the inequalities of learner performance, which in turn is linked... education system to meet dynamic societal requirements That is the underlying focus of this collection of the contributions to the HSRC’s colloquium on ‘the matric question’ The five sections of the book interrogate the nature of assessment that the matric involves, the standards entailed, the challenges of measurement and adjustment, the consequences in our specific context, and possible future scenarios . adopted the
Matric Project as an institution-wide project, supported from the office of the
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MARKING MATRIC: COLLOQUIUM. aspects related to the
matric examination. We saw it as timely to bring the work together through a
colloquium. And so the project Marking Matric was born.
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