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BRIEF CONTENTS
PART I PART IV
INTRODUCTION TO SPECIAL ASSESSMENT OF ACADEMIC SKILLS
EDUCATION ASSESSMENT
CHAPTER 1 Special Education Assessment 2 CHAPTER 11 Academic Achievement 292
CHAPTER 2 The Assessment Process 28 CHAPTER 12 Assessment of English
CHAPTER 3 Including Parents and Families Language Learners 326
in the Assessment Process 48 CHAPTER 13 Reading 348
CHAPTER 14 Mathematics 388
PART II CHAPTER 15 Written and Oral Language 418
SKILLS FOR SPECIAL EDUCATORS
CHAPTER 4 Selection of Assessment Tools PART V
to Promote Fair Assessment 66 IMPORTANT CONSIDERATIONS
CHAPTER 5 Standardized Tests 94 CHAPTER 16 Early Childhood Assessment 472
CHAPTER 6 Classroom Assessment 122 CHAPTER 17 Assessment for Transition
Education and Planning 500
PART III
ASSESSMENT FOR SPECIAL Glossary 524
EDUCATION ELIGIBILITY References 529
Name Index 571
CHAPTER 7 Intellectual Performance 160
Subject Index 579
CHAPTER 8 Adaptive Behavior 186
CHAPTER 9 Learning Disabilities 204
CHAPTER 10 Classroom Behavior
and Behavioral Disorders 246
vii
CONTENTS
viii
CONTENTS ix
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1
Special Education
Assessment
LEARNING OUTCOMES
After reading this chapter, you will be able to:
• Define assessment
• Provide examples of how assessments in the present differ from assessments
in the past.
• List the three major purposes of assessment.
• Discuss proper assessment procedures (outlined by IDEA or another
organization).
• Compare and contrast the difference between IEPs and 504 plans for general
and special education assessment.
• Name members of the collaboration team involved in special education
assessment.
• Explain the major components and framework of special education
assessment.
2
KEY TERMS
assessment formal assessment
individualized education program (IEP) standardized tests
individual transition plan (ITP) norm-referenced tests
individual family service plan (IFSP) informal assessment
prereferral strategies mild disabilities
WHAT IS ASSESSMENT?
Special education assessment is the assessment of students to determine strengths and
needs. In addition, it is used to determine student eligibility for services, strategies to
support students and families, and progress with respect to goals. It can be defined as
the systematic process of gathering educationally relevant information to make legal
*
Words appearing in boldface in the text are defined in the Glossary.
3
4 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
and instructional decisions about the provision of materials, and monitoring student progress and
special services. There are many important aspects the effectiveness of instructional approaches.
to this definition. First, assessment is an ongoing Special education assessment extends beyond
process, not a one-time event. Assessments take the school years because infants, preschoolers, and
place when students experience difficulty meeting young adults with disabilities are served by special
the demands of the general education curriculum education. In the preschool years, assessment
and are referred for consideration for special edu- focuses on development in important skill areas
cation services. Once students are found eligible such as language, cognition, social-emotional
for special education services, assessment contin- behavior, and sensory and motor skills. In young
ues in the special education classroom and other adulthood, the concern is successful transition from
school environments where the special education the world of school into the world of work, higher
teacher and others gather information related to education, careers, and other areas of adult life.
the everyday concerns of instruction. The term assessment is sometimes confused
Second, special education assessment is sys- with two other terms: testing and diagnosis. Tests
tematic. In the early stages of the assessment are one type of assessment technique, and, as such,
process, an interdisciplinary team meets to plan they are one of the many strategies used to gather
strategies for the collection of useful information. information about students with special needs.
Professionals—such as special educators, psycholo- Assessment is much broader; it is the entire data
gists, and speech-language clinicians—work collection process and the decisions that result
together to ensure that sufficient information is from that process. Testing is only one of the activ-
gathered to answer important questions. Classroom ities that takes place in assessment, just as the use
assessment of students with disabilities is also sys- of textbooks or any other instructional tool is only
tematic. Teachers regularly monitor students’ prog- one small part of the teaching process.
ress toward important instructional goals and, Diagnosis is a term borrowed from the medi-
when necessary, modify instructional strategies. cal profession. In a medical context, the cause of a
Third, special education assessment focuses condition is identified or diagnosed so that appro-
on the collection of educationally relevant infor- priate treatment can be offered. The diagnosis
mation. School performance is a major concern, typically results in a label such as “autism,” and
and teachers and other professionals evaluate stu- that label is linked to treatment. In contrast, edu-
dents’ progress in all pertinent areas of the school cational assessment is not designed to establish
curriculum. In addition to academic achievement, causes, assign labels to students, or determine
professionals are interested in students’ language, educational treatments based on labels. When
social, and behavioral skills. Students’ learning students are identified as having disabilities, that
abilities and strategies for learning are concerns, designation is given only to document eligibility
as are the characteristics of the learning environ- for special services. Furthermore, special instruc-
ments in which students are asked to participate. tional programs are developed for individual stu-
All of these factors contribute to a better under- dents based on their strengths and weaknesses in
standing of students’ strengths and weaknesses school learning, not on labels for global syn-
and the types of support they may require to suc- dromes or conditions. In other words, special edu-
ceed in school. cators would conclude from an assessment that a
Fourth, special education assessment is pur- student has needs in the area of reading, rather
poseful. Information is collected in order to make than labeling the student with dyslexia.
important decisions about schooling for students
with special needs. Those decisions concern
issues such as determining whether students
ASSESSMENT PAST AND PRESENT
meet legal criteria for special education services,
selecting the most appropriate program and Educational assessment practices for students with
placement for students, setting instructional disabilities have been shaped by a variety of disci-
goals, choosing instructional methods and plines, forces, and trends. Changes in education,
CHAPTER 1: SPECIAL EDUCATION ASSESSMENT 5
psychology, and medicine, and in the beliefs that students with disabilities. Students were diag-
society holds regarding the educational process nosed with a condition (e.g., intellectual disabili-
continue to influence how schools gather assess- ties or learning disabilities) and an educational
ment information to make decisions about the treatment was prescribed based upon knowledge
students they serve. about that condition rather than the characteris-
While the measurement of personality and tics of the individual student. In some cases, the
other psychological factors was a topic of study in condition was assumed to be permanent; in others
the late 1800s, the work of Alfred Binet (1857– (most notably, learning disabilities), educators
1911) and others led to the major development of sought to cure the disability through educational
assessment techniques in the early 1900s. Assess- remediation. Considerable progress has been
ments were created to meet a variety of needs, made toward developing an assessment model
including the screening of students in public that is more relevant to educational concerns.
schools and the evaluation of military personnel While identification of a specific disability is still
and potential employees. These early efforts part of current practice, the focus in assessment is
became the prototypes for many current group the study of the individual student, his or her
and individual tests in psychology and education. strengths and weaknesses, and the ways in which
Controversy over the nature of intelligence the instructional environment can be adapted to
has affected the assessment practices used with address the student’s educational needs.
students with disabilities. One debate centers on Other fields have also contributed to the
whether intelligence is one entity or whether it is assessment practices in special education. Tests of
made up of a set of factors. Some tests attempt to perception allow the study of how information is
address a variety of factors that comprise intelli- processed through vision, hearing, and other
gence; these factors are then analyzed to identify senses. Psychoeducational test batteries combine
individual strengths and weaknesses within the the analysis of psychological and educational fac-
global set of abilities that make up intellectual tors. Applications of behavioral psychology have
performance. resulted in the use of several systems for behavio-
Another cause for discussion is the question ral observations of students in their school envi-
of whether intelligence is modifiable. Most pro- ronments, including a special interest in the
fessionals consider intelligence a product of the curriculum and the instructional tasks with which
interaction between people and their environment students interact. Other forms of informal assess-
and, therefore, subject to change. Educational ment, like interviewing, have been borrowed and
assessment of students with disabilities now adapted from fields such as anthropology and
incorporates procedures that analyze the environ- sociology.
ment as well as the person’s abilities. With the end of World War II and the baby
The field of medicine has had a profound boom in the 1950s, services for students with dis-
effect on the development of educational assess- abilities grew tremendously, with a subsequent
ment procedures. Many of the pioneers in special growth in assessment procedures, particularly
education were physicians who identified and tests. Tests designed for administration to indi-
described children with various types of disabili- vidual students were developed in all academic
ties and began the search for the causes and treat- areas—and in language, social skills, and voca-
ments of those disabilities. Some of these searches tional skills—with the help of commercial pub-
were successful, such as the development of vac- lishers. In addition, special educators and other
cines to prevent diseases like polio. Others con- professionals created informal procedures directly
tinue today in areas such as gene therapy and the related to classroom needs. Criterion-referenced
use of sophisticated medical technologies to study testing played a major role in linking assessment
the brain functioning of persons with dyslexia and and instructional programming.
attention-deficit/hyperactivity disorders. Unfortunately, many misuses and abuses of
For many years, educators were hampered by assessment procedures accompanied this growth.
the use of a medical model in the assessment of Invalid and unreliable measures were used,
6 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
school demands. In addition, influences from to these standards (American Federation of Teach-
educational theories such as constructivism have ers, 1996; Olson, 2006). In this evaluation model,
contributed to special educators’ perspectives on results of standards-based assessments are used as
assessment. In the constructivist view, students the basis for judging student performance, decid-
construct their own knowledge by building on ing whether schools and teachers are functioning
the prior knowledge they bring with them to the appropriately, and even forcing fundamental
learning situation (Bell, 2010; Bransford, Brown, changes in teaching methods and the structure of
& Cocking, 2000; Cegelka, 1995a). schools.
One challenge that special education contin- The standards movement became even more
ues to face is the development of appropriate pro- prominent with passage of President George W.
cedures to assess culturally and linguistically Bush’s education initiative, “No Child Left
diverse students who are suspected of having a Behind.” According to Bush (2001), this initia-
disability (Benson, 2003; Waitoller & Artiles, tive has four major goals:
2013). Unsolved problems in this area have con-
• Increase Accountability for Student Performance:
tributed to overrepresentation of some groups in
States, districts, and schools that improve
special education programs and underrepresenta-
achievement will be rewarded. Failure will be
tion of others (Artiles & Trent, 1994; Losen &
sanctioned. Parents will know how well their
Orfield, 2002; Patton, 1998; Sullivan, 2011).
child is learning, and that schools will be
This issue is likely to persist as the population of
held accountable for their effectiveness with
the United States becomes more diverse in the
annual state reading and math assessments in
next decades.
grades 3–8.
The movement to educate students with dis-
• Focus on What Works: Federal dollars will be
abilities in more inclusive settings has created a
spent on effective, research-based programs
greater need for both general and special educa-
and practices. Funds will be targeted to
tion teachers to have tools to assess these stu-
improve schools and enhance teacher quality.
dents in multiple environments, including the
• Reduce Bureaucracy and Increase Flexibility: Addi-
general education classroom. Educators of stu-
tional flexibility will be provided to states and
dents with disabilities are held accountable for
school districts, and flexible funding will be
ongoing evaluation of learning. They need to
increased at the local level.
monitor student progress frequently, without the
• Empower Parents: Parents will have more infor-
necessity of administering standardized tests.
mation about the quality of their child’s school.
Such tests are too costly in terms of both time
Students in persistently low-performing schools
and money, and their results do not translate
will be given choice.
directly to classroom interventions. Instead, edu-
cators have turned to curriculum-based assess- As states, districts, and schools face increas-
ments, that is, procedures and techniques that ing pressure to provide comparative data about
evaluate student growth in relation to the cur- the scholastic abilities of American students, the
rent classroom curriculum. Curriculum-based issues surrounding inclusion of students with
approaches such as criterion-referenced assess- disabilities in high-stakes testing become a
ment, curriculum-based measurement, and port- major concern. Federal special education laws
folio assessment produce results that assist in the require that students with disabilities participate
development of instructional goals, objectives, in state and local assessments of academic
and procedures. achievement alongside their general education
Major educational reforms in the United peers. Although it is important to ensure that
States are making profound changes in the assess- students with disabilities are not excluded, at
ment and evaluation of all students, including the same time, appropriate test accommodation
those with disabilities. By the mid-1990s, most and modifications as well as alternative measures
states had adopted sets of academic standards and must be provided to guarantee valid and reliable
begun to link assessment of educational outcomes evaluation.
8 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
In summary, special educational assessment assessment are directly related to the steps in the
today can be described in the following ways: special education assessment process: identifica-
tion and referral, determination of eligibility, pro-
• Special education assessment, like special edu-
gram planning, and program implementation and
cation instruction, is individualized. It is tai-
evaluation. These steps are described briefly in
lored to the needs of each student with
the paragraphs that follow. A more detailed dis-
disabilities.
cussion can be found in Chapter 2.
• Assessment data are used to make decisions
about the eligibility of students for special
education services and about the types of ser-
Identification and Referral
vices that are provided. Thus, decisions are Identification of students who may have disabili-
both legal and instructional. ties is the first purpose of assessment. Two identi-
• Assessment focuses on educationally relevant fication procedures are used: screening and
information so that an appropriate IEP can be prereferral strategies. Screening is a large-scale
developed, implemented, and monitored. data collection activity used to quickly identify
• Assessment also focuses on the student’s those students out of the entire school population
involvement with and progress in the general who may be in need of further study. For example,
education curriculum. most schools administer vision and hearing
• The student is not the only subject of assess- screening tests at regular intervals throughout the
ment. The learning environment is also evalu- grades. When potential problems are detected,
ated as well as the student’s interactions with students are referred for a more in-depth
classroom tasks. evaluation.
• A variety of procedures are used in assessment. Prereferral strategies, in contrast, are aimed
Assessment is not limited to the administra- at solving the school performance problems of
tion of standardized tests. individual students. Prereferral interventions
• Assessment is characterized by a team approach. begin when a general education teacher consults
Parents and both special and general educators with others at the school site about a student
are important members of that team. experiencing difficulty in school. Information is
• Professionals strive for nonbiased assessment of gathered about the student’s performance in areas
all students, particularly those from culturally of concern and about the instructional environ-
and linguistically diverse groups. ment. In most cases, the prereferral team will
• Assessment does not stop when instruction develop a set of adaptations and modifications in
starts. Instructional programs are continuously an attempt to meet the student’s academic and
monitored and evaluated. behavioral needs. These interventions are imple-
mented, and data are collected to determine their
effectiveness. If the results suggest a persistent
learning problem, the student may be referred for
PURPOSES OF ASSESSMENT consideration for special education services.
Special education assessment has several purposes
because it plays a role in each phase of program-
Determination of Eligibility
ming for students with disabilities. From the first Second, special education assessment is performed
indication of a learning problem, special educa- to determine whether a student meets eligibility
tion teachers and others gather information to aid criteria for special education services. Eligibility
in decision making. In general, this information is based on two interrelated criteria: the student
is used to document eligibility for special educa- must have a school performance problem, and
tion services and/or adaptations of the general that problem must be related to a disability. Each
education curriculum and to plan and monitor state develops its own eligibility requirements
the effectiveness of an IEP. The main purposes of based upon federal laws, and individual districts
CHAPTER 1: SPECIAL EDUCATION ASSESSMENT 9
may set additional guidelines for assessment. Eli- measurement of performance in skill areas of
gibility assessment is much more thorough than interest. At this stage in the process, assessment
assessment for screening or prereferral. Also, it is and instruction blend together, with assessment
individualized; the assessment team determines data providing the information needed to guide
what types of information it needs to gather for instructional modifications.
each individual student. Then, students are
assessed to determine their present levels of per-
formance in areas related to the suspected disabil-
ity. Typically, this involves investigation of the
student’s school skills, intellectual performance,
hearing and vision, social and behavioral status,
and language abilities. Information is also col-
lected about the student’s school history, current
classroom performance, and the characteristics
of the learning environment. Special attention is
paid to the student’s progress in the general edu-
cation curriculum and the types of support needed
to maximize the student’s probability of success
in the general education classroom.
ENHANCEDetext
Video Example 1.1
Program Planning
Classroom lessons are guided by the student’s progress
Third, educational assessment data are used to plan in the educational program. Watch this video to see how
the IEP. After the student’s educational needs are sorting, counting and graphing are taught and monitored
identified and prioritized, annual goals are devel- in the classroom.
oped. The IEP team decides what types of special
education and related services the student will
The final purpose of special education assess-
receive and what kinds of supplementary aids and
ment is program evaluation. Federal special edu-
services will be needed to maintain the student
cation laws require that the IEP of all students
within the general education classroom, if at all
with disabilities be reviewed periodically. School
possible. The IEP indicates who will accomplish
staff and parents examine the progress of the stu-
the goals and objectives, the settings in which
dent and the results of the program and decide
services will take place, and the amount of time ser-
if special education services should be continued
vices will require. The plan also outlines how the
as is, modified, or discontinued. In addition, the
student’s progress will be monitored and how par-
student’s eligibility for special education services
ents will be informed about their child’s progress.
is typically reviewed every 3 years. These types of
program evaluation are designed to ensure that
Program Implementation and Evaluation students with disabilities receive appropriate
The fourth reason for assessment is to monitor the interventions and that those interventions con-
student’s progress in the educational program. tinue only as long as they are required.
Information is gathered by teachers (and others,
as appropriate) about the effects of instruction and
other types of interventions. This type of assess- TYPES OF ASSESSMENT
ment is usually performed at frequent intervals,
PROCEDURES
perhaps weekly or even daily. A variety of proce-
dures are used, although the most common are Many types of assessment procedures are availa-
informal techniques such as observation of stu- ble, and they vary along several dimensions,
dent behavior, review of student work, and direct including the amount of professional expertise
10 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
required for their use. In general, special educa- Tests that are individually administered are
tion assessment techniques can be divided into preferred in special education. The professional
two major types: formal and informal strategies. administering the test (usually called the exam-
Both are employed in all phases of assessment, iner or tester) establishes rapport with the student
although formal strategies are often considered and makes sure he or she understands the direc-
more useful for gathering information for eligibil- tions for the test tasks. Skills are measured sepa-
ity decisions and informal strategies are more use- rately, so that it is possible to separate out a
ful for classroom instructional decisions. student’s performance in reading from his or her
Formal assessment strategies are structured skills or knowledge in other areas such as mathe-
assessment procedures with specific guidelines matics, science, or social studies. In many cases,
for administration, scoring, and interpretation of students respond orally, so that poor writing skills
results. The most common example, standardized are not penalized when writing is not the object
tests, sometimes referred to as norm-referenced of assessment. In addition, professionals can care-
tests, are designed to compare the performance of fully observe students as they interact with test
one individual to that of a normative group. Thus, tasks to gain further insight into their strengths,
their use is limited to students who are very simi- weaknesses, and general work behaviors.
lar to the group used in developing the test. The Assessment Tool Table of Contents at the
Norm-referenced tests may be designed for start of this book lists each of the individual and
group or individual administration and are avail- group tests (and other published measures) dis-
able for most academic subjects, intellectual per- cussed in depth in this text. Informal assessment
formance, and other areas of learning. Directions strategies are also included in the Index. Inclusion
for administration, scoring, and interpretation of of a test or strategy should not be considered an
these measures are usually very explicit. As a endorsement; some of the measures that we have
result, professionals require training before they described, though popular, do not meet recom-
can be considered skilled in the use of a specific mended standards for technical adequacy. Test
test. Test results are expressed in quantitative descriptions throughout this book include infor-
scores such as standard scores and percentile mation about technical adequacy as well as the
ranks, and as Chapter 5 explains, the test manual training required by examiners. In some cases,
provides information about factors such as the administration is limited to members of certain
development of the test, the standardization sam- professional groups. For example, most states
ple, and quality of the test as a measurement tool. restrict the use of individual aptitude measures to
Results of norm-referenced tests are used in a licensed school psychologists.
number of ways, including documentation of Informal assessment procedures are used in
eligibility for special education and identification educational assessments to determine current levels
of general strengths and weaknesses in school of performance, document student progress, and
learning. direct changes in the instructional program. A dis-
Tests can be designed for administration to a tinction is often made between the formal measures
group of individuals or to one person. Group pro- just described and these less formal techniques.
cedures often penalize students with disabilities Informal procedures are usually less struc-
because they may require students to read, follow tured or are structured differently from standard-
directions independently, and work under timed ized tests. Rather than administering a formal
conditions. Because students with disabilities test, a teacher might observe a student with
often lack these skills, results of group tests tend behavior problems, give the class a test on the
to underestimate their abilities. However, group spelling words studied that week, or assign math-
tests are the norm in general education because ematics homework. Like most informal measures,
they are more efficient and require much less time these are designed by the teacher rather than by a
to administer. When students with disabilities commercial publisher. Also, their purpose is to
participate in such assessments, accommodations gather information directly related to instruction.
are often necessary. There is an element of subjectivity in the design
CHAPTER 1: SPECiAl EduCATion ASSESSmEnT 11
of informal measures as well as in their adminis- 504 PLANS, IEPS, AND STUDENTS
tration, scoring (if they are scored), and inter- WITH SPECIAL NEEDS
pretation. in fact, interpretation is often quite
difficult because of a lack of guidelines. Special educational assessment involves students
Although informal procedures lack the kinds with disabilities. As defined by federal law, these
of scores yielded by standardized tests, their results disabilities include:
are relevant to instruction because they can be intellectual disability, a hearing impairment
expressed in instructional terms. informal assess- (including deafness), a speech or language impair-
ment tools vary in how directly they measure stu- ment, a visual impairment (including blindness),
dent performance and instructional conditions. a serious emotional disturbance (hereinafter
Some involve the student directly, whereas others referred to in this part as “emotional distur-
rely on informants such as teachers and parents. bance”), an orthopedic impairment, autism, trau-
observation, curriculum-based assessments, and matic brain injury, other health impairment; a
other informal procedures are discussed in detail in specific learning disability, deaf-blindness, or
Chapter 6, the chapter on classroom assessment. multiple disabilities who, by reason thereof, needs
special education and related services. (idEA
Because informal assessment strategies have a 2004 Final Regulations, §300.8(a)(l))
clear connection to the curriculum, the potential
usefulness of the results they produce is high. Students qualifying for services are entitled to
However, it is important to point out that just receive a free and appropriate education from spe-
because an assessment technique is informal does cial educators and other professionals.
not mean that it is appropriate for all students idEA 2004, like its 1997 predecessor,
with disabilities. informal measures may contain expands the definition of “child with a disability”
barriers like those in group, formal tests. For to include young children ages 3 through 9 who
example, a classroom quiz might be timed or a are “experiencing developmental delays . . . and
math assignment might require reading and writ- who, by reason thereof, need special education
ing skills. As is the case with formal measures, and related services” (idEA 2004, Part A, Section
accommodations are often necessary. 602(3)(B)). This allows young children to receive
special services without the need to label them as
having a specific disability. The law requires that
delays be documented in one or more of these
areas: physical, cognitive, communication, social
or emotional, or adaptive development.
Another group of students benefiting from
federal protections are those identified as having
attention-deficit/hyperactivity disorders (AdHd).
This disorder involves issues with attention and
behaviors of impulsivity and overactivity. A stu-
dent with AdHd could be distractible, often
moving around. A student with attention-deficit
disorder (Add) has issues of attention without
impulsivity and overactivity. The student with
ENHANCEDetext Add appears inattentive. The u.S. department
Video Example 1.2 of Education ruled in 1991 that students with
AdHd are eligible for services under Section 504
of the Rehabilitation Act of 1973. The regula-
tions for idEA 2004 include both AdHd and
Breakpoint Practice 1.2
Add in the list of conditions covered under the
Click here to check your understanding of formal
“other health impairment” disability category.
and informal assessment.
According to the federal definition, other health
12 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
TABLE 1–1
Mild Disabilities
Intellectual Disability Significantly subaverage general intellectual functioning, existing concurrently
with deficits in adaptive behavior and manifested during the developmental
period, that adversely affects a child’s educational performance. (IDEA 2004
Final Regulations, §300.8(c)(6))
Emotional Disturbance A condition exhibiting one or more of the following characteristics over a long
period of time, to a marked degree, that adversely affect a child’s educational
performance:
(A) An inability to learn that cannot be explained by intellectual, sensory, or
health factors.
(B) An inability to build or maintain satisfactory interpersonal relationships
with peers and teachers.
(C) Inappropriate types of behavior or feelings under normal circumstances.
(D) A general pervasive mood of unhappiness or depression.
(E) A tendency to develop physical symptoms or fears associated with personal
or school problems.
Emotional disturbance includes schizophrenia. The term does not apply to
children who are socially maladjusted, unless it is determined that they have
an emotional disturbance (IDEA 2004 Final Regulations, §300.8(c)(4))
Specific Learning Disabilities A disorder in one or more of the basic psychological processes involved in
understanding or in using language, spoken or written, that may manifest itself
in the imperfect ability to listen, think, speak, read, write, spell, or to do
mathematical calculations, including conditions such as perceptual disabilities,
brain injury, minimal brain dysfunction, dyslexia, and developmental aphasia. . . .
Specific learning disability does not include learning problems that are
primarily the result of visual, hearing, or motor disabilities, of mental
retardation, of emotional disturbance, or of environmental, cultural, or
economic disadvantage. (IDEA 2004 Final Regulations, §300.8(c)(10))
Source: Building the Legacy US Department of Education.
CHAPTER 1: SPECIAL EDUCATION ASSESSMENT 13
by students with speech-language impairments, years. Federal laws such as the Individuals with
students with autism, and students with intellec- Disabilities Education Act and its amendments
tual disabilities (National Center for Educational explicitly require that teams rather than individu-
Statistics, 2015). als make the following decisions:
From an educational perspective, students
1. Evaluation of the eligibility of students for
with mild disabilities share many common psy-
special education and related services;
chological, academic, and social-behavioral prob-
2. Formulation of IEPs;
lems that require assessment. Students with
3. Evaluation and modification of IEPs; and
attention-deficit/hyperactivity disorder also share
4. Periodic review of the need for special educa-
these characteristics. The educational assessment
tion and related services.
strategies described in this book apply to these
types of students. Many of the procedures are also The membership of educational decision-
useful for students with other types of disabilities; making teams varies. Different purposes require
however, educational assessment for students with different numbers of team members and the rep-
severe disabilities and those with sensory and resentation of different disciplines. For example,
physical disabilities requires special considera- the team that assesses a student for eligibility for
tions beyond the scope of this text. special services is likely to have more members
This book is primarily concerned with school- than the team responsible for formulating the IEP
aged students with classroom-related learning for the same student. The needs of the student
problems. However, procedures for the assessment also influence team membership. A student with
of preschool children and their families are several severe disabilities is likely to require a
described in Chapter 16 and those for the assess- larger team representing more disciplines than a
ment of adolescents and young adults in transi- student with a mild disability.
tion programs in Chapter 17. Federal laws require that team decisions take
into consideration several areas of student func-
tioning, if those areas are pertinent to the educa-
tional needs of a specific student. Table 1–2 lists
COLLABORATION AND THE TEAM several possible areas of concern and the team
APPROACH IN SPECIAL EDUCATION members who are the primary sources of informa-
tion for each area. Although certain team mem-
ASSESSMENT
bers take major responsibility for assessment in
Important educational decisions about students certain areas, any team member may provide
with disabilities are made by teams rather than by additional information.
a single individual. The team approach brings This book is written from the perspective of
together individuals from different perspectives one member of the team, the special educator.
who contribute their expertise to the decision- Although many of the assessment procedures
making process. The team may be composed of described here can be used by other professionals,
the student’s parents and professionals represent- the special educator is the team member who
ing general education, special education, psychol- focuses on the needs of students with disabilities.
ogy, speech and language disorders, medicine, and Having the dual responsibilities of assessment
other areas as needed. Each team member gathers and instruction, the special educator is in a unique
data about the student and interprets them from position to maintain an educational focus in the
his or her perspective, sharing the data with special education assessment process.
others on the team. The team then analyzes all
contributions, including those of the student’s
parents, in an attempt to make the most appro-
School Personnel
priate decision. General and special education teachers who are
The team approach is not new to special edu- involved directly with the student on a day-to-
cation, although it has gained impetus in recent day basis are necessary team members. Teachers
14 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
TABLE 1–2
Primary Sources of Information about Student Functioning
TEAM MEMBER TYPE OF INFORMATION
Social and
Emotional General School Communicative Motor Transition
Health Status Ability Performance Status Skills Factors
Educators * * * *
Parents * * * * *
Students * * *
Psychologists * * *
Speech-Language *
Pathologists
Medical Personnel * *
Counselors and Social *
Workers
Transition Specialists *
Motor Skills Specialists * *
are able to provide information on all aspects of added to that of general educators, helps the team
student development, especially academic perfor- to make decisions about the types of services
mance and social and emotional status. needed by students with disabilities.
General education teachers contribute valua- Special education teachers are often members
ble information about students’ social skills in of school-based teams that collaborate with and
dealing with their peers. They are also the major provide consultation to classroom teachers. In this
source of information about the instructional role, special educators may perform classroom
programs and procedures used in their classroom observations and work with the team to develop
and have firsthand knowledge about the stu- possible strategies to address learning and behav-
dent’s response to those programs and proce- ioral problems in the general education environ-
dures. Their assessment procedures often consist ment. When students are referred for consideration
of group-administered achievement tests, infor- for special education services, special educators
mal tests and inventories, classroom observations, play a major role in the assessment process, serv-
and portfolios. Consequently, they can describe ing as important members of the team, with
how well the student with a disability is pro- responsibility for gathering information about the
gressing in the general education curriculum student’s current levels of performance in a num-
compared to others in the classroom. These types ber of areas.
of information are particularly useful in deter- School administrators on educational decision-
mining the kinds of adaptations and accommo- making teams may include building principals,
dations the student will need to succeed in the directors of special education, or other supervi-
regular classroom environment. sory personnel. Building principals or vice princi-
Special educators offer a somewhat different pals are often included to enlist their cooperation
perspective. Their assessment procedures are gen- in the education of students with disabilities at
erally more individualized; they gather formal the school site and to encourage their support of
and informal data not only about academic skills special education and inclusion programs. Special
but also about performance in areas such as education administrators and other supervisory
language and behavior. This information, when personnel are able to share their knowledge of the
CHAPTER 1: SPECIAL EDUCATION ASSESSMENT 15
Their role involves the use of assistive technol- nurse. Of particular interest to the team is how
ogy to increase the student’s ability to partici- vision and hearing problems affect assessment
pate in the educational program. IDEA 2004 performance and subsequent programming.
specifically requires that the IEP team “consider The school nurse or physician may also report
whether the child needs assistive technology information about any relevant health problems,
devices and services” (IDEA 2004 Final Regula- conditions, or diseases. Pediatricians, neurologists,
tions, §300.324(a)(2)(v)). The AT specialist psychiatrists, and other physicians may be
assists by evaluating the current functioning involved. Also of interest is whether the student is
levels of the student and the ways in which currently receiving any medical treatment, such as
devices such as adapted computers, communica- drug therapy. All medical information should
tion devices, and aids for students with visual be reported so that the educational implications
and hearing impairments might improve cur- are clear. The team must consider data from the
rent performance. assessment of classroom performance and other
areas of functioning in light of any medical
problems.
19
FIGURE 1–1
Framework for Special Education Assessment
20 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
Students with all types of disabilities show with environments other than the school class-
school performance problems. These problems are room. Included are self-help, communication, and
documented with referral information, results of social and interpersonal skills. Normative data are
academic achievement tests, and data concerning needed in each area. The team must determine
the student’s ability to conform to classroom how students perform in comparison with their
behavioral requirements. All students are also peers and whether that performance falls within
assessed to determine general aptitude for learn- average ranges. This information must be related
ing. In the case of most mild disabilities, students to academic and other performance data before
show average or above-average intellectual perfor- final judgments are made.
mance. However, in the case of intellectual disa- Norm-referenced tests, administered indi-
bilities, intellectual performance as well as vidually, provide information about intellectual
adaptive behavior skills are below average. A performance. Both formal and informal proce-
learning disability is documented by poor perfor- dures are appropriate for assessing adaptive
mance in one or more specific learning abilities or behavior skills. Parents, teachers, and others
learning strategies. Students identified as being familiar with the student may be interviewed or
emotionally disturbed must meet criteria related asked to complete adaptive behavior rating
to classroom behavior, interpersonal relationships, scales. School and home observations and exami-
and social-emotional development. To gather the nation of cultural practices contribute to a clearer
information necessary to make these types of deci- understanding of the student’s mastery of func-
sions, four assessment questions are asked. tional skills. Results of these assessments indicate
whether students are markedly different from
What Are the Student’s Levels of Academic peers in global cognitive skills and adaptive
Achievement and Strengths and Weaknesses behavior. This information is useful in making
in School Learning? decisions about the presence of mild disabilities
and in designing the IEP.
The information needed here is an individualized
assessment of the student’s current school achieve-
ment. Although there is already strong indication What Are the Student’s Levels of Development
of possible learning problems, additional data are of Specific Learning Abilities and Learning
gathered to describe the student’s strengths and Strategies?
weaknesses. Norm-referenced achievement tests,
Specific learning abilities are generally considered
administered individually, indicate the student’s
to underlie academic skills and other areas of
overall achievement level in relationship to other
development. Examples are specific abilities such
students of the same age or in the same grade.
as attention, perception, and memory. Learning
These results help to determine whether a serious
strategies, in contrast, relate to the ways in which
problem exists. Other procedures, such as inter-
students use their learning abilities in the com-
views, classroom observations, and analysis of stu-
pletion of school tasks. Students with learning
dent work samples, help to describe the student’s
disabilities often experience difficulty not only in
current skill levels. An academic assessment should
one or more specific abilities but also in strategies
identify global areas of need for further assessment
for learning.
and indicate the more severe problem areas.
There are several formal procedures for the
evaluation of specific learning abilities. These
What Are the Student’s Levels of Intellectual
include both norm-referenced tests and standard-
Performance and Adaptive Behavior?
ized rating forms for teachers. Learning strategies,
These two areas are assessed to determine general in contrast, are typically studied with less formal
aptitude for learning. Intellectual functioning measures and procedures. Examples are observa-
involves a composite of skills related to thinking, tions, checklists and rating scales, and interviews
problem solving, and general academic aptitude. of teachers and students themselves. Results of
Adaptive behavior involves the ability to cope these assessments are used to determine whether
CHAPTER 1: SPECIAL EDUCATION ASSESSMENT 21
students have significant problems in specific and oral language. Students with disabilities fre-
learning abilities or strategies. This information quently have difficulties in one or more of these
may shed light on problems the student is areas, and their problems with skill acquisition
encountering in academic and behavioral areas; it impede the learning of other school subjects, such
is also necessary for documentation of the disabil- as science and history. The second major question
ity of learning disabilities. related to the student’s educational needs asks
about the relationship between school perfor-
What Is the Status of Classroom Behavior mance problems and the demands of the student’s
and Social-Emotional Development? classroom or classrooms.
test of writing skills that includes collection of a needs, thereby facilitating the program planning
student-writing sample. Rating scales may be process. For example, classroom conduct prob-
used to evaluate handwriting, formal tests to eval- lems interfere with all types of learning, and
uate spelling skills, and informal procedures to interventions for students with these needs may
gain more information about the student’s ability focus on different skills than interventions for stu-
to write connected text. As with other academic dents whose difficulties are primarily academic.
skills, both formal and informal procedures con- The educational plan for a student who does not
tribute to the team’s understanding of the stu- complete assignments despite having the neces-
dent’s educational needs. sary skills, for instance, might address work com-
In oral language, the major areas to be assessed pletion first, rather than acquisition of new skills.
relate to the student’s ability to understand and Medical, social, and cultural factors may also
express the four dimensions of oral language: affect student performance. Among the medical
phonology, syntax, semantics, and pragmatics. considerations are the student’s general health sta-
These dimensions are concerned with the sound tus, vision, hearing, and motor development.
system of language, language rules, the meaning- Important social factors may include characteristics
ful aspects of language, and the use of language for of the family constellation (e.g., primary caregivers
communication. Also of interest with regard to in the home, the number and age of siblings),
students who speak languages other than English emphasis on literacy at home, and provisions for
is their proficiency in English and in the other doing homework. Cultural factors include linguis-
language spoken. Again, both formal and informal tic differences, forms of communication, and cul-
measures are used in the assessment of educational tural perceptions of the value of school learning.
needs. In many cases, assessment duties in oral
language are shared with speech-language pathol- What Is the Relationship of Learning
ogists and bilingual educators. Problems to Classroom Demands?
The outcome of the assessment of educational
To obtain a clear picture of educational needs, the
needs is a clear statement about the student’s lev-
student’s current school performance must be
els of performance, strengths, and weaknesses in
considered within the context of classroom
each important area. When reviewing results, it is
demands: the physical environment of the class-
important to examine how task demands influ-
room and the tasks, methods, and materials used
ence performance. For example, a student might
in instruction. Task analysis is a useful technique
do well in written computation but have diffi-
to determine what aspects of a learning task are
culty with mental computation. The learning
creating difficulty for the student. If the student
strategies of the student become more apparent
lacks prerequisite skills, these can become part of
when performance varies based on the characteris-
instruction. Sometimes it is also necessary to
tics of the task.
modify the task itself; for example, allowing stu-
It is also important to ask how problems in
dents to answer questions orally rather than in
one area might influence performance in another
writing may dramatically improve their perfor-
area. For example, poor oral reading skills might
mance on a science test.
be related to poor spelling skills. Relationships
The classroom learning environment can be
such as this may suggest a common underlying
studied through observations, interviews, and
factor and lead to a plan for an instructional
analysis of instructional materials. Possible ques-
intervention.
tions the assessment team might ask are:
The results of academic assessments should
be considered in relation to the results of assess- 1. What are the features of instructional materi-
ment for specific disabilities. Information about als? What prerequisite skills are required?
the student’s general aptitude for learning, spe- What objectives do the materials address? Is
cific learning abilities and strategies, and class- the pace of instruction appropriate? Is the
room behavior and social-emotional development format clear? Do these materials match the
may aid the analysis of his or her educational learning needs of the student?
CHAPTER 1: SPECIAL EDUCATION ASSESSMENT 23
2. What instructional procedures are used by educational needs and identification of priority
the teacher? Does the teacher use modeling, goals. First, the student’s current levels of perfor-
prompting, and reinforcement? Are the mance in important areas are described. Second, the
methods of instruction appropriate for the team determines which problems identified in the
needs of the student? assessment process constitute the most important
3. Are the physical surroundings (lighting, educational needs. To do this, it is necessary to con-
heating, work space, noise level) conducive sider the student’s age and grade in school, the con-
to learning? Will the physical environment cerns and priorities of the parents and those of the
facilitate the student’s learning rather than student, and the family’s culture and value system.
impede it? For example, if a junior in high school is concerned
about preparing for a career, instruction in basic
Poor student performance in one or more skill
phonics skills may not be considered as important
areas may be directly related to inappropriate
as learning to read job-related vocabulary words.
classroom conditions. If this is the case, then the
Next, the team sets annual goals for the stu-
problem lies with the environment, not with the
dent. These goals shape the direction of the stu-
student. Environmental modifications become a
dent’s program and become the guidelines for
priority, and these data can guide the changes.
evaluation of its effectiveness. In the language of
The assessment team can make better deci-
IDEA 2004, the IEP must contain “a statement of
sions when planning the instructional program by
measurable annual goals, including academic and
noting interrelationships between the different
functional goals” (IDEA 2004, §614(d)(i)(II)).
types of information gathered and integrating the
Benchmarks or short-term objectives may then be
findings of the various members of the assessment
identified for each goal. Although no longer
team. This helps to put the results of the assess-
required by federal law, these objectives represent
ment in context. For example, although poor
the intermediate steps the student must complete
vision may partially explain a reading disability,
to reach the annual goals; as such, they guide teach-
both corrective lenses and an instructional pro-
ers and others responsible for implementing the
gram in reading may be necessary. Or a problem
program.
in academic achievement may be considered less
extreme if the student’s general ability to learn is
low, if he or she is inattentive in class, if the tasks What Special Factors Must Be Considered?
in the classroom have an inappropriate response
In developing the educational plan, the team
requirement, or if the student has a hearing loss.
must consider several special factors when identi-
Noting interrelationships produces a clearer
fying goals and making decisions about services.
understanding of the student’s educational needs.
These factors are:
What Educational Program Is Required • The needs of students with behavioral prob-
to Meet Those Needs? lems, including the need for positive behavio-
ral interventions and supports;
The team of concerned professionals and the stu- • The language needs of students with limited
dent’s parents (as well as the student in some cases) proficiency in English;
is now ready to develop an educational plan. For • The need for instruction in Braille for students
students with disabilities, there are several areas to who are blind or visually impaired;
consider. Requirements for the IEP, spelled out in • The communication needs of all students, includ-
federal laws such as IDEA 2004, form the basis for ing those who are deaf or hard of hearing; and
this group of assessment questions. • The need for assistive technology devices and
services for all students.
What Are the Annual Goals?
These factors focus on important dimensions,
The first step in development of the plan is although it is unlikely that all will apply to any
a description of the student’s most pressing one individual.
24 PART I: INTRODUCTION TO SPECIAL EDUCATION ASSESSMENT
What Types of Special Education and Related modification of assignments or tests by the class-
Services Are Needed? room teacher.
The next step involves making decisions about
What Types of Accommodations
the special education and related services needed
Are Needed for Testing?
to implement the educational program. A range
of special education services is available, depend- IDEA 2004 requires that students with disabili-
ing on the severity of the student’s needs. These ties participate in state and district assessments
services include full-time placement in a special of academic achievement administered to general
classroom, part-time services outside the general education students. In developing the IEP, the
education classroom from a resource or itinerant team decides what types of modifications are
teacher, and instruction provided in the general needed, if any, in the administration of these tests.
education classrooms by special education person- The team can also determine that these assess-
nel. The last two options are the most common ments are not appropriate for a particular student;
because the majority of students with disabilities in that case, an alternative assessment procedure
spend at least part of the school day in the general must be described.
education environment.
Related services are other types of services What Transition Services Are Needed?
required by the student in order to benefit from
special education. Included in this category are According to IDEA 2004, transition services are
speech-language pathology and audiology services, “a coordinated set of activities for a child with a
physical and occupational therapy, social work disability that is designed to be within a results-
services, and counseling. oriented process, . . . to facilitate movement
from school to post-school activities” (§602(34)
What Types of Supplementary Aids, Services, (A)). When the student reaches the age of 16,
Modifications, and Supports Are Needed? the IEP must contain appropriate postsecondary
goals and a description of the transition services
Federal special education law requires that the needed to attain those goals. The types of ser-
IEP specify the ways in which the educational vices to be provided may include “(i) Instruc-
environment is to be modified to support the par- tion; (ii) Related services; (iii) Community
ticipation of the student with disabilities. The experiences; (iv) The development of employ-
intent is to make the educational environment, ment and other post-school adult living objec-
including the general education classroom, more tives; and (v) If appropriate, acquisition of daily
accessible to students with disabilities. Supple- living skills and provision of a functional voca-
mentary aids and services are defined as “aids, ser- tional evaluation” (IDEA 2004 Final Regula-
vices, and other supports that are provided in tions, §300.43(a)(2)).
regular education classes, other education-related
settings, and in extracurricular and nonacademic
settings to enable children with disabilities to be
How Effective Is the Educational Program?
educated with nondisabled children to the maxi- Once the IEP is implemented, its evaluation
mum extent appropriate” (IDEA 2004 Final Reg- begins. The question here concerns the effective-
ulations, §300.42). ness of the educational program. Teachers and
Thus, the team must consider how best to others responsible for implementation collect data
include the student in the general education as they provide services. At periodic intervals,
program and develop strategies to make that parents receive progress reports, and the IEP is
inclusion successful. Examples of some of the reviewed most typically on an annual basis. Every
types of supports that might be provided are few years, the student’s need for special education
consultation to the general education teacher, services is reconsidered. All of these actions
special learning materials, in-class instruction require assessment information, and all are
delivered by special education personnel, and directed toward one goal—modification of the
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by posing as an amateur Morning Post. Why shouldn’t Billy get
married if he wants? And she was a deuce of a nice girl, too!”
“But—the murder—!” Thoyne stammered.
“Murder? What murder? We are talking about a marriage, not a
murder.”
“The murder of Sir Philip Clevedon,” Thoyne replied rather angrily.
“You must have heard of it.”
“Not a word,” Jimmy responded. “I’ve been abroad, and only
returned to England two days ago. Sir Philip Clevedon—why, that’s
—then Billy is Sir William and doesn’t know it.”
“We must tell Mr. Holt,” Kitty broke in, and Thoyne nodded his
agreement.
And thus it was that they came to me with their story. I listened to
them in silence and then put a few questions.
“Had Clevedon arranged that you should be his best man?” I asked
Trevor.
“Not at all,” he said, “nothing of the sort. I met him quite by accident
on Midlington station, and—”
“What date was that?”
“It was February 23rd.”
“Are you sure of that?”
“Yes, it was February 23rd right enough, because that was the day I
had to be in London. It had been fixed up with the lawyer chaps,
Finns and Tregarty, who did all my uncle’s business. I went down
from Blankester by a train that stops five minutes at Midlington—
beastly hole it is, too! Looking out, I saw Billy on the platform. We
were at school together, you know, and then in France—good pals.
He pulled me out of a damned mess once—a good story that, which
I’ll tell you some day. He’s one of the very best, is Billy. I shouted
out to him, ‘Billy, Billy,’ and he came up. ‘Good egg, Jimmy,’ he said,
‘I was getting a bit fed up with my own company.’ There was a
vacant corner seat, and he took it and we travelled to London
together.”
“What time would that be?” I interrupted.
“Let’s see; it was the 11.23 at Midlington, and 4.7 in London. We put
up at the Terminus Hotel, both of us, had dinner there, and went to
see Jimson’s Joy Ride at the Lyric. Then we trotted round to one or
two places we know of and got back to the Terminus at 1 a.m., and
so to bed, as What’s-his-name would say.”
“If we could make absolutely sure of the date—” I began.
“The date is right enough,” Jimmy Trevor replied. “You don’t come
into a little wad of fifteen thousand pounds every day, and that date
is in red letters in my almanac. But ask the lawyers—they’ll have it
down—or try the Terminus Hotel. Our names will be in the register.”
“Well,” I returned, “you went to see Jimson’s Joy Ride, then to bed.
Next morning—?”
“‘I’ve got to go to Jersey!’ Billy said to me, ‘to get married. The
young lady is there, waiting for me—suppose you come with me and
be best man.’ I had four weeks or so empty and plenty of money, so
I said ‘Right ho!’ The lawyers had come down with some coin and
didn’t want me for a bit until they’d straightened things some more.
And then Billy got a telegram, ‘Lost my luggage; bring some clothes
—Elsie.’ So off he went to a large shop and interviewed the
manageress. ‘I want some clothes for a young lady,’ he said, ‘all
sorts of clothes: nightdresses, stockings, whatever young ladies
usually wear; plenty of them, and some frocks—and you see that
young lady over there with the red hair?’ The manageress cast her
optics round. ‘Yes, I see her,’ she said, ‘but you’d better not let her
hear you describe her hair as red.’ Old Billy was a bit put out.
‘Sorry,’ he said, ‘but she is about the build. What’ll fit her will fit the
other.’ It was all easily arranged—anything is easy to arrange, you
know, when you have the money to pay for it, and Billy seemed to
have plenty. He came out of the shop carrying a brand new suit-
case containing about eighty pounds’ worth of female garments.
When he told me about it I said he was a silly Juggins; that what the
telegram had meant was that he was to go to her flat and tell her
maid to pack another box; which is what she told him when we got to
Jersey. ‘We’ll do both,’ Billy said, and we went to the flat and got
another lot of feminine mysteries. So we got to Jersey, and I saw
him tied up and then went on to St. Malo. That’s how I never heard
anything of Sir Philip Clevedon, and I bet Billy’s heard nothing,
either.”
“And who is the—the girl?” Kitty demanded, quite naturally a little
angry when she recollected the suspense and misery she had
endured through her brother’s unexplained absence.
“She’s Elsie MacFarren,” Jimmy replied.
I knew her quite well. Miss Elsie MacFarren was a youthful
American actress who had come across with a boisterous Yankee
comedy, entitled Chick Tottle’s Turnout. The play itself had been a
failure, but Elsie had been a success, and had remained here to
earn one of the big salaries the British theatre-loving public willingly
pays to those who take its fancy. She was not only pretty, but clever;
and invitations to return to America—invitations heavily larded with
dollars—were cabled to her at short intervals. But she stayed here
proof against all temptations.
“And now,” I added briskly, “the next thing is to wire Sir William
Clevedon to return immediately. He must come back. His presence
here will dispel a lot of suspicion, and the story of his romance will
counteract some ugly rumours. We will meet them in London.”
When I told Pepster the story I thought he would never stop
laughing.
“This case,” he said, “is the absolute limit.”
“You’ll come with us to London?”
“I wouldn’t miss it for a fortune.”
We duly met the honeymoon couple at Paddington.
“Where the hell have you been?” Thoyne demanded harshly.
“Where?” Billy echoed. “On my honeymoon. There is Mrs. Billy
Clevedon, and—”
“No,” I interrupted suavely; “Lady Clevedon.”
He swung round facing me.
“Who the hell are you, and what the devil do you mean by that?” he
asked.
“Sir Philip Clevedon is dead,” I replied quietly.
He stood glaring at me for a moment or two, as if he thought I was
mad, then, reading confirmation in the faces around him, he turned
to his wife.
“Do you hear that, Elsie?” he shouted. “Sir Philip is dead, and I am
Sir William, and you are My Lady, and, yes, by gad! I’ve got pots of
money. By Jove! yes. Poor old Philip—he was a bit of a—but there,
he’s dead. What a life it is!”
“The fact is,” I went on, cutting short his excitement, “that Sir Philip
Clevedon was murdered, and”—I paused a moment or two so that I
might get the full effect—“there is a warrant out for your arrest.”
“Murdered!” he echoed. “Arrest!”
“Well,” Pepster interrupted slowly. “I wouldn’t say arrest. The police
are interested—you see, your absence seemed to require—”
“And where the devil do you come into the picture?” the new Sir
William demanded.
“I—oh, I am the police,” Pepster retorted.
“But, surely,” Kitty said haltingly, “Mr. Trevor has proved—Billy was in
London on the night of the 23rd—an alibi—”
“There can be no alibi in a poison case,” I returned gravely. “The
crime is committed, not when the victim dies but when the poison is
placed—wherever it is placed. For example, if I were to put prussic
acid now in some whisky which you were to drink next Sunday, I
might go off to Paris, or be on the high seas far off enough, anyway,
when you drink the whisky, but I should still be guilty of—”
“Is that the story?” Billy broke in. “Did I put prussic acid in Philip’s
whisky? Come, we’ll get back to Cartordale. I am Sir William and
White Towers belongs to me. I’m going to take possession. And if
anyone thinks I killed Sir Philip, well, let them prove it and be
damned to them.”
He broke off with an angry laugh and stood facing us. His lovely little
bride thrust her hand through his arm.
“Yes,” she said, in that musical voice of hers that had charmed huge
crowds on two continents, “let them prove it and—be damned to
them!”
But her laugh was one of real amusement. Lady Clevedon was
looking forward to enjoying life and had no objection to a sensation
or two. Possibly she had found the honeymoon just a trifle slow.
Anyway, she made a charming picture of loyalty and confidence as
she stood arm-in-arm with her husband facing those who were
practically accusing him of murder.
CHAPTER XXI
WHY TULMIN BLACKMAILED
CLEVEDON
Sir William and Lady Clevedon settled down in Cartordale and very
quickly made themselves popular with their neighbours. Billy himself
was of a buoyant and friendly disposition, and even if he had been
far less genial, Lady Clevedon would have pulled him through. I
never met a sunnier person than she was, and if she had designedly
set out to dissipate any possible suspicion that may have gathered
round her husband, she could not have gone a better way about it.
But if she had any such intent she did not show it. They both acted
as if they took it calmly for granted that any idea of Billy’s
participation in the tragedy was futile nonsense. Nor did they
hesitate to discuss it, and apparently accepted my interposition as a
matter of course. No doubt Thoyne and Kitty had explained to them
my part in the story. As they became more and more immersed in
their plans for refurnishing White Towers and in various social
activities, the mystery dropped more and more into the background.
That was all the better for me. The necessity of consulting other folk
and especially of explaining, or of concealing, because it more
frequently amounts to that, is always something of a nuisance when
one is engaged in delicate investigations.
But I had a little passage with Lady Clevedon the elder that was not
entirely without entertainment. I was passing the big gates of
Hapforth House just as she emerged. I fancy she had seen me from
the windows of the lodge and had come out with the intention of
intercepting me. She stood with both hands on her stick surveying
me with a dry smile.
“So, Mr. Detective, you haven’t yet discovered who killed Philip
Clevedon,” she said.
“I don’t know that I haven’t,” I returned. “But knowledge isn’t proof
and there are libel laws to be watched.”
“That is an easy way of getting out of it,” she cried mockingly. “A
detective ought—”
“But I am not a detective,” I interrupted.
“No, you are not, that’s true enough,” she agreed grimly, as she
turned abruptly and began walking towards Hapforth House.
When I reached Stone Hollow again, I found waiting for me a little
wizened man with indeterminate features and a general air of
dilapidation, though his eyes under shaggy grey brows were bright
and piercing.
“Hullo, Stillman!” I cried, “you at last, is it? I have been expecting
you for some time, but I suppose it wasn’t an easy job. Have you got
it?”
Stillman sat for a few minutes gazing into the fire. I knew his habit
well and did not attempt to hurry him. He was a very methodical
person, with a way of arranging his thoughts and choosing his words
that was sometimes a little irritating to those wanting to hear what he
had to say. I, knowing him well, merely waited until he was ready.
“You told me to find out—” he began and then paused, glancing at
me as if in inquiry.
“Why Tulmin was blackmailing Sir Philip Clevedon,” I replied
promptly. “Tulmin had some hold over Clevedon—what was it?”
“Precisely.”
I had “discovered” Stillman some years before, and had made much
use of him. What his past was I did not know, though I suspected
that it would not bear a too detailed investigation. He was certainly
an expert burglar, as I had more than once put to the test; he could
copy a signature with the fidelity of the camera; he could empty a
man’s pocket with the dexterity of a professional; he knew every
possible trick with the cards; he seemed, in short, to be an expert in
every form of roguery, and yet, as far as I knew, he had never
engaged the attention of the police. If he had been a rogue, he had
covered his tracks with singular skill.
But he may only have been, like myself, a student of roguery. I was
an expert pickpocket, an accomplished burglar, could open a safe by
listening, and would guarantee to copy any man’s signature so as to
deceive even himself; and more than once during my investigations I
had found my accomplishments extremely useful. I should have
made a very dangerous criminal, but I kept within the law, and I was
willing to give Stillman also the full benefit of the doubt. As a sleuth,
I never met his equal; in the patient, persistent, unwearying,
remorseless pursuit of an individual, in turning a person, man or
woman, inside out, in penetrating the most sullen reserve and
uncovering the secrets of the past he was unapproachable.
I had the first taste of his quality in the Strongeley case. He brought
me some information and I happened to remark that I must have
Robert Strongeley shadowed. “Try me,” he said, and as I was just
then too busily occupied to do it myself, and had nobody else whom I
could put on, I agreed. He followed Strongeley half round the world,
and wormed out secrets that even Strongeley himself had forgotten.
Since then I had many times employed him, and he always promptly
answered my call, possibly because I paid well, but even more, I
think, because my cases were nearly always interesting. How he
lived or what he did in the unemployed intervals I cannot say and
never inquired. A lack of curiosity is often a form of wisdom.
I had placed Tulmin in his hands. “This man,” I said, “has been
blackmailing the late Sir Philip Clevedon and I want to know why.”
And there I left it. Stillman, I knew, would sooner or later bring me
the information I required.
“I went down to Ilbay,” Stillman said, “but I could not get on board the
yacht. But chance helped me there. Mr. Thoyne came off the ship
bringing Tulmin with him. The latter went to London and so did I.
Whether Thoyne had given Tulmin an address, or whether Tulmin
went there on his own, I didn’t know, but I followed him and obtained
a room in the same house. Later I learnt that the house was one in
which Tulmin had lodged when he first came over from America and
before he went to Cartordale.”
“America?” I interposed. “Did Thoyne know him in America?”
“That is the story,” Stillman replied, with a quiet grin. “Thoyne—
Clevedon—Tulmin—all from America. Tulmin had some money of
his own, but Thoyne was making him a fairly generous allowance, is
still, for that matter. But to begin at the beginning. When Sir Philip
Clevedon—er—died, Mr. Thoyne offered Tulmin a job as steward on
his yacht.”
“Did Tulmin say why the offer was made?”
“No—no special reason, anyway. He was out of a job and Thoyne
wanted a steward. But it is a little curious that Mr. Thoyne offered
him about twice the usual pay if he would go then and there at once.”
I smiled appreciatively. It was, indeed, a little curious,
“Though, if he hadn’t done that,” Stillman went on, “Tulmin probably
wouldn’t have gone, because he wasn’t short of money. At all
events he went. But hardly had he got to know his way about the
yacht when a telegram came. ‘I want you to go to London and wait
for me there,’ Mr. Thoyne said to him. And that seems to be the
whole story.”
“Did Tulmin see the telegram?”
“No, Mr. Thoyne burnt that when he had read it.”
That, of course, was Kitty Clevedon’s telegram warning Thoyne of
my threatened visit.
“It was lucky Tulmin went to London—what should you have done if
he hadn’t?” I asked, with some little curiosity.
“Oh, I should have found a way,” Stillman replied. “Perhaps an
opportunity of boarding the yacht would have presented itself, or I
might have learnt its destination and met it there. I should have
found Tulmin some way. But that telegram eased matters
considerably. I am much obliged to whoever sent it.”
In all his confidences Thoyne had never told me why he took Tulmin
away, nor had he given me any indication that he knew where he
was.
“As to Tulmin,” Stillman went on, “I had rather a lot of trouble with
him. He wasn’t exactly an easy subject. But I got there in time. He
is too fond of his whisky to keep many secrets. And I have spent a
lot of money in whisky. At to-day’s prices, you know, whisky does
cost money. But I had to drag it out of him almost a word at a time
and piece it together as best I could. But I think I have it straight
now.”
The story was very simple. As Stillman had said, the three men had
all hailed from America where Clevedon, known then as Calcott had
been an object of much attention from the police. Tulmin himself
was a “crook,” though of rather smaller dimensions than the other,
and they had occasionally worked together. Then Calcott
disappeared and it was given out that he was dead.
It was some time after Calcott’s ending that Tulmin, finding the police
in America inconveniently eager to make his acquaintance, crossed
over to England, which offered at once a refuge and a fresh field for
his operations. It was in London that he met Sir Philip Clevedon as
the latter was going from a taxi towards the dignified entrance to his
club. They faced each other at the foot of the stone steps.
“Calcott!” Tulmin cried, with a welcoming grin.
“I beg your pardon,” Sir Philip replied, with the icy composure that
characterised him.
“I said ‘Calcott,’” Tulmin retorted, in no way perturbed.
“Yes, I heard you, but I don’t know what it means,” Sir Philip made
answer.
“It’s a clever bluff,” Tulmin responded. “And I’ve heard of doubles, of
course. But do you know that Felter is in London”—Felter was head
of the Chicago detective bureau, and a man whom the late Calcott
had good reason to fear—“on some stunt or other and looking as
foxy as ever? It gave me a turn of the shivers when I ran up against
him suddenly in Oxford Street. I wonder if you could persuade him
to believe in doubles or whether he might not want to see that scar
on your left knee. He put it there, you know, didn’t he, and could
identify it. Anyway, I am looking for a job as confidential man—valet,
secretary—something soft and clean and well-paid. I am tired of
being a ‘crook.’”
What Tulmin actually would have done, or even could have done
had Clevedon bluffed it out, I don’t know. But apparently the latter
funked the risk and the end of it was that Tulmin was installed at
White Towers as Sir Philip Clevedon’s confidential valet. That, in
brief, was the story Stillman told me, nor was it difficult to supply the
missing lines. Clevedon had never expected to succeed to the title
since there were several lives in front of him, but they disappeared
one by one, and accordingly he shed his Calcott existence like a
discarded hat. He was accepted on this side without question or
demur, and indeed, there seems to have been no doubt regarding
his identity. The whole story was extremely interesting, but I did not
see that so far it helped much in the solution of my own particular
mystery. I was a good deal more concerned with Thoyne’s part in
the play.
“The hold Tulmin had over Clevedon seems clear enough,” I
observed reflectively. “But I don’t quite see how he managed to
hook Thoyne on unless Thoyne was also—”
“No, there is nothing against Mr. Thoyne,” Stillman responded
promptly and decisively. “He is paying Tulmin to keep out of the way,
but I think that is simply so that there may be no scandal—no public
identification of Clevedon with Calcott.”
“Then he knew that Clevedon was Calcott?”
“Yes, Tulmin says so.”
“I wonder how he knew.”
“I am not sure about that, but Tulmin was positive that he did know,
and that he was keeping Tulmin out of the way so as to keep the
name of Clevedon out of the mess. Isn’t Thoyne marrying into the
Clevedon family? Anyway,” Stillman added, with a queer chuckle,
“Tulmin doesn’t expect him to go on paying for ever. ‘As long as it
lasts,’ in his own phrase. The hold isn’t a very strong one; and I
don’t think myself Tulmin will turn nasty when the money stops. His
own record isn’t so clean that he need court publicity.”
“I am not quite clear about it yet,” I remarked. “You said there was
no special reason assigned for Thoyne’s action in making Tulmin his
steward at double pay, but now—”
“Oh, yes, I was not quite clear. Mr. Thoyne did not give Tulmin any
reason when he offered him the job. It was afterwards that he
explained what he had in mind—to make sure that nothing got out
regarding Calcott. Indeed, I am not quite sure that he actually
explained in so many words. But he knew about Calcott—Tulmin is
sure of that—and perhaps Tulmin jumped to the conclusion that that
was his motive.”
“Yes, I dare say it would puzzle Tulmin to know why Thoyne should
appear so friendly.”
I made up my mind at all events that I would interview Tulmin
myself. Not that I had any specific aim in view. But it would at least
be useful to learn all I could regarding Clevedon’s past. Stillman’s
story had opened new possibilities. If Tulmin could recognise
Clevedon as Calcott, others might have done so. It might easily be
that one would have to go back into those dead years to solve the
mystery of the Clevedon tragedy. And among those possibilities was
Thoyne. He may have known Clevedon in America and have had
good reason, quite apart from their rivalry for Kitty Clevedon’s
affections, to desire his death.
At all events I determined that I would have an interview with Ronald
Thoyne before many hours were out. I felt that I had a legitimate
grievance against him. He had known more about Tulmin and
Clevedon than he had ever told me and though he had invited me to
investigate the mystery, he had given me only a half-confidence. I
could at least teach him a lesson on that, I thought rather grimly,
besides which, somewhere at the back of my mind was a queer
suspicion that Thoyne had deliberately thrown me off the scent,
telling me, with every appearance of frankness, much that did not
matter, but remaining stubbornly reticent on several things that did.
CHAPTER XXII
MORE ANONYMOUS LETTERS
THOYNE IS STILL AT
LIBERTY. WHY?
“It wasn’t sent open like that,” Pepster explained. “It came in an
envelope. It’s a popular card, printed by the hundred and sold by