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JM"^^

El-IOTIONAL, SOCIAL, AND ACADET IC ADJUSTMENT OF

THE MEI\ TALLY RETARDED AS RELATED TO

SOCIO-ECONOMIC LEVEL

by

GEORGE A. MAYCOCK, B.A., M.R.C.

A DISSERTATION

IN

SPECIAL EDUCATION

Submitted to the Graduate Faculty of Texas Tech University in Partial Fulfillment of the Requirements for

the Degree of

DOCTOR OF EDUCATION

Approved

May, 1970

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//v_

T3 / 77"^ / ACKNOWLEDGMENTS

I wish to express my sincere appreciation to the

Chairman of my Committee, Dr. Bruce D. Mattson, for

his continued inspiration and enthusiasm, I am also

grateful to the other members of my Committee, Dr.

Beatrix Cobb and Dr. Morris S, Wallace, for their

encouragement and sage counsel.

Grateful acknowledgment is given to Mr. Max

Manley, Coordinator of Special Education for Lubbock

Public Schools, for his cooperation and assistance, as

well as to the teachers and students who enthusiastically

participated in this study.

ii

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CONTENTS

LIST OF TABLES vi

LIST OF FIGURES viii

I. INTRODUCTION 1

Problem of the Study 1

Purpose of the Study 1

Scope of the Study 2

Need for the Study 3

Hypotheses . . . . . . . . . . 6

Definition of Terms 6

II. SURVEY OF RELATED LITERATURE 9

Program Planning for the Educable Mentally Retarded . . . . . . 9

Personality Adjustment and Mental Retardation . . . . . . . . 11

Personality and Socio-economic Status . . 16

Studies of Personality and Socio-economic Status 20

Mental Retardation and Socio-economic Level . 25

The Personality Adjustment of the Retarded as Related to Socio­economic Level . . . . . . . . . . . . 27

Personality Adjustment and Academic Achievement . . . . . . . . . . . . . . 29

Academic Achievement and Socio-economic Status 32

iii

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iv

Personality Adjustment of the Retarded as Related to Academic Achievement . . . 33

Use of Ratings as Personality

Adjustment Indicators . . . . . . . . . 35

Ratings and Socio-economic Status . . . . 38

Ratings of Personality Adjustment With the Mentally Retarded kO

Methods of Research in Mental

Retardation • . . . . . . • ^1

III, METHODS AND PROCEDURES kk

Design of the Study . kk

Subjects . . . . . . .. kk

Sources of Data . . . . . . . . . . . . . if5

Collection and Tabulation of the Data . . 55

Treatment of the Data . 57

IV. ANALYSIS OF THE DATA . 60

Personality and Socio-economic Status . . 61 Academic Achievement and Socio­

economic Status . 65 Social Adjustment Ratings and

Socio-economic Status . . . . . . . . . 68 Retarded and Norm Group Personality

Differences 70

Correlations Between Variables . . . . . . 78

Personality and Social, Achievement,

and Biographical Variables . . . . . . . 78

Language-reading Achievement . . . . . 78

Arithmetic Achievement . . . 80 Teacher Ratings of Social Adjustment . . . 83

Socio-economic Status . . . . • • • • 87

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V

Intellectual Ability 88

Sex Differences in Personality . . . . 90

Grade Level 93

Race . . . . . . . . . . . 95

Factor Analysis . . . . . . . . • • • . . 95

V. SUMMARY, FINDINGS, CONCLUSIONS, IMPLICATIONS

AND RECOMENDATIONS 109

Summary of the Study . . . . . . 109

Findings of the Study Ill

Conclusions from the Study 113

Implications from the Study . . . . . . . 115

Recommendations for Further Study . . . . 116

LIST OF REFERENCES Il8

APPENDIX 127

A. PROCEDURE FOR COMPUTING THE WARNER INDEX OF STATUS CHARACTERISTICS , , . . 128

B. SOCIAL ADJUSTMENT RATING SCALE 131

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LIST OF TABLES

Table Page

1. t-Test of Socio-economic Status Index Scores of Upper and Lower Status Groups. , 46

2. Descriptive Statistics Concerning the Subjects and Their Distribution Over the two Socio-economic Groups. . . . 47

3. Description of Factors on the High School Personality Factor Questionnaire , 52

if. Variables Used in Study 58

5. t-Tests of HSPQ Scores of Upper and Lower Socio-economic Level Subjects 62

6. t-Tests of HSPQ Second Order Scores of Upper and Lower Status Subjects 63

7. t-Tests of Academic Achievement Scores of Upper and Lower Status Subjects 66

8. Teacher Responses to Retardate Social

Adjustment Rating Instrument, . , . , , , 69

9. t-Tests of HSPQ Norm and Retarded Group , , 7Z

10. Correlation of Reading Achievement with Personality 79

11. Correlation of Arithmetic Achievement with Reading Achievement 8I

12. Correlation of Teacher Ratings with Personality 8if

13. Correlation of Teacher Ratings with Achievement. . . . . . . . . . . . . 86

1/f. Correlation of Performance Intelligence with Personality 89

vi

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vii

Table Page

15. Correlation of Total Intelligence

with Achievement 91

16. Correlation of Sex with Personality . . . . 92

17. Correlation of Grade Level with Personality and Age Variables . . . . . . 9'f

18. Correlation of Race v/ith Personality and Status Variables. . . . . . . . 96

19. Variables and Loadings for Ten Extracted Factors 98

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LIST OF FIGURES

Figure Page

1. Profiles of HSPQ Norm and Retarded Group . . 73

viii

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CHAPTER I

INTRODUCTION

Mental retardation is currently of great concern

in our society and presents numerous challenges to

educational and rehabilitation planning. New methods

and procedures are being developed in order to promote

the enhancement and well-being of the retarded.

Greater understanding of the emotional, social and

economic factors that interfere with the development

of the mentally retarded child appears to be needed in

order to more adequately plan for these individuals.

Problem of the Study

The basic problem of this study was to answer the

question: V/ere there differences in the emotional

adjustment of the mentally retarded adolescent that

were related to socio-economic level? The academic

achievement and social adjustment of the retarded

individual were also examined.

Pur-pose of the Study

The general purpose of the study v/as to examine

personality adjustment, academic achievement, and

1

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teacher perceptions of mentally retarded adolescents, as

these related to differences in socio-economic level.

Specific purposes of the study were:

1. To determine if there were differences in

personality adjustment between mentally retarded

adolescents who had lower socio-economic backgrounds,

and similar retarded individuals who had higher

socio-economic backgrounds.

2. To determine if there were differences in

academic achievement between upper and lower

socio-economic levels of retarded adolescents.

3» To determine if teacher perceptions of the

social adjustment of retarded adolescents were affected

by differences in the retardates' socio-economic level.

Scope of the Study

The study was limited to junior and senior high

school students randomly selected from special education

classes for educable mentally retarded. These were

mentally retarded individuals with intelligence quotients

ranging from 50 to 75• Bilingual students were

specifically excluded from the study because their

language and reading difficulties could have confounded

the test results. The study included individuals of

ages 13 to 17 years.

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3

Need for the Study

Mental retardation is currently the focus of

extensive attention. This is indicated by the

existence of many education and rehabilitation programs

that deal with the problem. Much of the attention in

these programs is focused on individuals who are

educable retarded since these persons have potential

for becoming fully participating members of our society.

It is conservatively estimated that as many as

5,276,755 individuals in the United States are

functioning at the educable level of mental retardation

(Dingman & Tarjan, I960). Education and rehabilitation

programming must be successful if these individuals

are to become contributing members of society.

Major problems in programming for the mentally

retarded exist, hov/ever. One problem is neglect of

individual differences in personality. The importance

of personality factors in the education and rehabilita­

tion of educable retarded individuals was indicated by

the research literature. Investigators found that the

job failures of the mentally retarded were due to their

poor adjustment to the work situation, rather than

their inability to perform specific job tasks (Collraan,

1957; Dingman, 1963; Menolaseno, 1965; Neuhaus, 1967).

Bloom (1967) stated that incident after incident of job

failures were due to the attitudes or personalities of

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the mentally retarded. He indicated that retardates

often had difficulty in getting along v/ith others,

sticking to the task, taking orders, and being on time.

It was well documented that the personality

adjustment of the mentally retarded was a critical

factor in occupational success and overall life

adjustment. Yet there were relatively few research

studies concerned with this aspect of retardate

functioning. Several authors indicated the need for

such studies (Gardner, 1966; Sarason, 1958; Snyder,

1966). Dingman (1968) stated that:

The majority of research is focused on concepts of skill and lack of intellectual competence, while investigation of the social aspects of mental retardation lags behind. Individual skills are not as important as social skills . . . and most important of all, personality —even though personality . . . is measured least v/ell of all the attributes of an individual.

Many authors indicated that persons with lower

intelligence developed poor personality traits (Cromwell,

1961; Porter, Collins & Mclver, 1965). The fact remains

that the personality adjustment of the mentally retarded

has been little investigated and has not been adequately

considered in planning educational and rehabilitation

programs.

The major role that personality variability plays

in determining the academic success of the retarded has

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5

not been acknowledged in the past (Snyder, 1966). Some

investigators, such as McCoy (1963), stated that

differences in the academic accomplishments of mentally

retarded pupils were related to significant personality

variables, but there was relatively little investigation

of this relationship. In addition, the relationship of

the retarded individual's personality, social and

academic adjustment to environmental variations was also

grossly neglected (Butterfield, 1967; Sarason & Gladwin,

1958; Zigler, Butterfield & Goff, 1966).

The need to examine the social, academic and

environmental aspects of retardation was stated by

Deutsch (1965) as follov/s:

Review of the literature . . . supports a generalization that emphasis has shifted . . . to a greater concern v/ith interventional and educational programs in order to minimize the effects of retardation.

It v/as stated that only when more v/as known about

which personality, social and environmental factors

operated selectively, could a comprehensive picture of

the psychological and educational needs of these children

be obtained (Gibson & Butler, 1953).

The purpose of this study was to add new insight

regarding the personality, social and academic

adjustment of the educable retarded, as these related to

the individual's socio-economic level. It was hoped

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that this might be of some benefit in future educational

and rehabilitation programming.

Hypotheses

In order to carry out the purposes of this study,

the follov/ing null hypotheses were tested:

1. There are no differences between the lower

socio-economic level and upper socio-economic level

mentally retarded groups on any of the 1/f personality

dimensions of the Hi^h School Personality Questionnaire.

2. There are no differences between upper socio­

economic level and lov/er socio-economic level groups in

academic achievement reading level as shown by scores

on the Stanford Achievement Test,

3. There are no differences betv/een upper socio­

economic level and lower socio-economic level groups on

teacher ratings of student social adjustment.

Definition of Terms

1. Emotional Ad.iustment: The state of an

individual's complex of feelings, particularly as

specifically related to his overall system of personality

characteristics (Gould & Kolb, 196if). Emotional or

personality measurement in this study was by means of a

standardized test instrument, the High School Personality

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Questionnaire, to be discussed in the Sources of Data

section of this paper.

2. Academic Achievement: The academic abilities

of students as measured by their performance on a

standardized scholastic achievement test, which for this

study was the Stanford Achievement Test,

3» Teacher Perceptions of Social Ad.iustment;

Teachers' conceptions of the state of a pupil's social

adjustment. Social adjustment was considered behavior

that was oriented tov/ard interactions with other people

(Gould & Kolb, 196if). Teacher perceptions of student

behavior were measured by a rating instrument v/hich is

discussed in the Sources of Data section of this paper.

^* Socio-economic Level: The position of persons

in a society or community as related to their income,

wealth, prestige or style of life (Gould & Kolb, 196if).

For purposes of this study socio-economic level v/as

further delimited and measured by the Warner Index of

Status Characteristics (Warner, Meeker & Eels, 19if9).

This instrument enabled classification of social and

economic level by factors of occupation, source of

income, house type and area of residence within a

community. The instrument v/as discussed in the Sources

of Data section of this paper.

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8

5« Educable Mentally Retarded; Those persons who

are so intellectually retarded that it is impossible for

them to be adequately educated in a regular classroom.

They are educable in the sense that they can acquire

sufficient knov/ledge and ability, and have a prognosis

of social adequacy and economic self-sufficiency as

adults (Johnson, 1967). The Texas Education Agency

(1965) stated that those persons whose intelligence

quotients are approximately 50 to 75 on individual tests

of intellectual ability are mentally retarded at the

educable level.

6. Special Education; Services provided in

addition to those provided in the regular school

program by a systematic modification and adaptation of

equipment, teaching materials and methods to meet the

needs of exceptional children having physical,

emotional or mental deficiencies of a significant

nature (Texas Education Agency, I965).

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CHAPTER II

SURVEY OF RELATED LITERATURE

Program Planning for the Educable

Mentally Retarded

Msmy educational and rehabilitation programs

presently exist for the educable mentally retarded. The

eventual social and vocational successes the retarded

will achieve depend in part on the adequacy of such

programs. The potential benefits of proper program

planning for the educable mentally retarded were

illustrated in a study by Spickler, Hodges and McCandless

(1966). In this investigation an "experimental,

diagnostically based curriculum" was utilized for a

group of mentally retarded children v/ho came from lower

socio-economic level families. Utilization of the

experimental curriculum for two yesirs resulted in

significant improvements in intelligence test measures,

as compared to lesser improvement for control groups.

For example, Stanford-Binet intelligence quotients

increased 20 points for children in the experimental

group, as did scores on the Peabody Picture Vocabulary

test.

Similar programming for improvement in the

personality and social adjustment of the retarded might

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10

also be useful. For example, Collman and Newlyn (1957)

found that 59 per cent of all employment failures of

retarded individuals were due to personality and social

adjustment problems. In a similar study, Stephens

(1968) found that retarded persons v/ith serious

emotional problems and social immaturity did not perform

successfully on jobs.

Sheperd (I966) recommended early appraisal and

investigation of retardates since their undesirable

traits often interfered with vocational adjustment.

Sound planning, counseling and direct manipulation of

the environment should then be instituted in educational

and rehabilitation programming.

An educational and rehabilitation program involving

techniques of behavioral modification, as suggested by

Rhodes (1962), might be applicable for retardates with

social adjustment problems. Rhodes stated that learning

theory might be utilized for modification of behavior

in emotional disturbance, to include:

Helping the individual to learn how to learn to solve his interpersonal problems in interaction with the teacher. . . . Extinguishing fear of necessary situations v/hich are avoided, by slowly and gradually working into the feared situation, at the same time giving positive reinforcements; . . . . building habits that interfere with the old, undesirable habits.

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11

The proper implementation of such an educational

and rehabilitation program is dependent upon further

research that provides additional insights into the

retarded individual's personality and social

functioning. This review of literature will be

concerned with such research. The literature on

personality, social and academic adjustment, as v;ell

as socio-economic factors, v/ill be discussed as it

pertains to the purposes of the present study.

Research on both "normal" and retarded individuals will

be discussed.

Personality, Ad.'justment and Mental Retardation

Many writers imply that the retarded have unique

patterns of personality adjustment. The retarded person

should be viewed as follov/ing the same behavioral lav/s

of personality development as the child of average

intellectual ability, according to Cromwell (I96I).

Thus, the same basic principles of personality

development should apply to all individuals.

Although the retarded do not develop personalities

in a manner that is different, their situational

factors are often unique. Due to the interaction

effects of such situational factors, maladjustment

more often than not accompanies retardation, according

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12

to Phillips (1968). Hutt and Gibby (1965) stated that

the retarded individual faces unique problems and

stresses in the course of his development. For example,

he was slower in acquiring understanding and

achievement. He was likely to be depreciated more

often, and he was likely to be rewarded less frequently.

As Phillips (1968) stated: "The mentally retarded child

is more vulnerable in all periods of his life to the

development of maladaptive behavior than is the normally

endowed child."

Many authors emphasized that the retarded child

with limited capacity was likely to meet with more

failure experiences than the normal child (Cromv/ell,

1961; Dexter, I960; Zigler, 1968). The quality and

quantity of failure experiences determine a person's

mode of personality development, according to Bijou

(1967). Additional factors which contributed to the

retarded person's delays in development, according to

Bijou, were abnormal anatomical structure, insufficient

reinforcement and discrimination, disadvantageous

reinforcement of undesirable behavior and severe

aversive stimulation. Zigler (I968) pointed out that

many of the reported behavioral differences betv/een

"normals" and retardates were products of experiential

differences between the groups. Behavioral differences

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13

were not the result of any inherent cognitive deficiency

in the retarded individual. Zigler (1968) summarized:

In some instances the personality characteristics of the retarded individual will reflect environmental factors that have little or nothing to do with intellectual endowment. . . . In other instances we may think in terms of an interaction; that is, a person with low intellectual ability will have certain experiences and develop certain behavior patterns differing from those of a person with greater intellectual endov/raent.

Another factor significant to the retarded

individual's personality development v/as his interactions

with his parents. These interactions may have been

affected by parental disappointment and rejection due to

the child's slower and poorer adjustment (Phillips,

1968). Chazan (1965) used the Bristol Social Ad.iustment

Guide and found that maladjusted mentally retarded

children usually had interrupted, incomplete or

negative relationships v/ith parents.

Many authors contended that retarded children v/ere

generally more prone to develop anxieties than other

children because of their developmental history. Hutt

and Gibby (1965) found evidence that overt or manifest

anxiety was present more in retarded children than

others. Cochran and Cleland (I963) utilized the

Children's Manifest Anxiety Scale and also found a

higher level of anxiety among the retarded. Malpass,

Mark and Palermo (I960) found similar results when they

used the Taylor Manifest Anxiety Scale.

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lif

Hutt and Gibby (1965) maintained that the anxiety

found in the retarded led to the development of

undesirable defensive behavior. These authors stated:

There is some evidence that retarded individuals rely less on coping behavior and more on defensive behavior than do normal children. . . . Another major point of difference is in the rigidity or persistance of the defensive mechanisms employed by the retarded child. . . . This type of child shows a preference for such defenses as denial, introjection, regression, undoing, and repression.

A related study of defensive behavior in mildly

retarded adolescents v/as reported by Culbertson, Guthrie,

Butler and Gorlov/ (196I). Factor analysis of a

questionnaire showed that defensive denial of all

hostility, extra-punitive response to frustrations,

concern with hostile defenses and choice of hostile

functions determined by the situation, were all common

reactions by the mentally retarded to feelings of

aggression.

As with other persons, adolescence was the period

of development for the mentally retarded that was likely

to be marked by signs of emotional conflict. This

period of development brought additional stresses that

created difficulty in adjustment. The gap between the

retarded child and other children widened during

adolescence v/hen matters of sexual identity, vocational

goals and further differentiation from family became

important (Hutt & Gibby, I965).

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A study by Foale (1956) demonstrated that the

mentally retarded child shov/s more severe behavioral

reactions during puberty. Foale found that 12 per cent

of the mentally retarded adolescents investigated

showed signs of psychoneurosis, as compared to only

6 per cent for adolescents of average intelligence.

Although several authors reported a higher rate of

personality adjustment among the mentally retarded,

Gardner (1966) stated that there was still relatively

little actual research evidence concerning this. He

pointed out that a major problem v;ith such investigations

was the use of inappropriate measurement instruments,

inappropriate samples and conclusions that v/ere not

supported by research data.

A test instrument that did appear suitable for use

with the mildly retarded v/as the Children's Personality

Questionnaire utilized by Porter (1965). The test

instrument was read to retarded individuals in special

classes and a general pattern of personality common to

educable mentally retarded children was found. Typical

personality characteristics for retarded boys v/ere:

reserved, dull, emotionally immature, serious,

undependable, thick-skinned and obstructive. Retarded

girls were shov/n as: dull, impatient, dependent, shrewd

and careless. These personality patterns were generally

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16

considered less desirable in society. Porter (1965)

also noted that divergence of personality pattern from

the test norm was greater as the children deviated

farther from the average in intelligence.

This review of literature dealing with the

personality adjustment of the mentally retarded seemed

to indicate that maladjustment was usually found with

these individuals. The poor personality adjustment of

the mentally retarded may have been associated with

many factors related to the individual's development.

One factor that should be considered is the relationship

of personality adjustment to the individual's

socio-economic status. The personality adjustment and

socio-economic status of "normal" individuals will be

considered, prior to relating socio-economic status

specifically to the personality adjustment of the

mentally retarded.

Personality and Socio-economic Status

Many authors stated that personality functioning

was related to the environmental factor of socio­

economic status. The theoretical basis for expecting a

substantial relationship between personaility and

socio-economic status rested on three major assumptions

that theorists generally agreed upon (Sewell, 1961). The

first assumption was that some system of social

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17

stratification exists in all societies v/hereby the

members of the society are differentiated into sub-groups

or classes betv/een which there is relative inequality.

Stainbrook (1965) stated:

The social class concept is difficult to use precisely in our society, and admittedly, the behavior of any specific individual may not be described too comprehensively by the cluster of traits and values used to designate a v/hole class. Nevertheless, there seems little doubt that the individual behavior is conditioned significantly by the way in which the class system, and its associated subcultures, structures the child-rearing transactions and subsequently dictates the individual's access to, perception of, and perceptions by, the rest of his community and society.

The difficulty of operationally defining the

concept of social class was also discussed by Sewell

(1961) as follows:

There are rather wide differences among writers as to the origins of stratification, the functions of stratification, the criteria of social classes, the meaning of the term class, the number of classes, the rigidity of any particular stratification system, and almost any other aspect of theory, substance, or measurement which could possibly be raised, but almost everyone seems agreed that some system of stratification based on social inequality is an inevitable product of organized group life.

The second assumption among theorists was that the

position of the child's family in the stratification

system affected his access to certain opportunities that

were socially defined as desirable. Mullahy (1965) stated:

The family is the basic social unit of Western society. It embodies various cultural patterns

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to be found in the society in which any given family exists, and it also in varying degrees reflects the influences of other institutions, economic, religious, educational, etc. Thus the child is born into, and grows up in, a definite sociocultural context.

Studies by Davis and Havighurst (19if6) indicated

significant differences in child-rearing practices

between the middle and lower social classes. These

differences in child-rearing practices were related to

cultural differences in personality formation. Kobrin

(1962) found that:

The training of the young in the social and cultural system of the middle class is organized to foster impulse control, planfulness and achievement in the interest of maximizing status. In contrast, the social and cultural system of the lower class , , , fosters impulse expression, aggressivity, and independence from adult authority.

In a study of lower class families, Minnchin,

Mentalvo, Guerney, Rosman and Schuraer (1967) concluded;

Interpersonal contacts have . . . erratic and impermanent qualities . , , In the socialization of the child, these families seem to be characterized by tv/o major features: parents' responses to childrens' behavior are relatively random and therefore deficient in the qualities that convey rules which can be internalized; and the parental emphasis is on the control and inhabition of behavior rather than on guidance. Life experiences are characterized by impermanence, randomness, fast changes in mood, either accelerated tempo in interpersonal transactions or lack of contact . . . and lack of guidance and orientation to norms.

The third assumption agreed upon by theorists was

that the early experiences of the individual were of

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19

considerable importance in determining his later social

behavior, Sewell (I96I) stated that although there was

massive disagreement about the particular psychodynamics

of the relationship between early experience and later

behavior, these differences did not lead to any

widespread rejection of the basic notion of the primary

importance of early experiences in shaping later

personality. Experiments on imprinting have indicated

the power of the environment in the early stages of

life. The work of Piaget (1950) indicated the possible

interaction of the organism and its personality with the

environment. The following statement of Veroff's

hypothesis (Swift, I966) supported the third assumption:

There is a critical stage for learning the affective associations attendent to the develop­ment of motives and motivational expectances. If the environment supports learning these associations during the critical period, then strong motivational dispositions will develop. If the environment supports a time earlier than the critical time, anxiety connected v/ith these motivations will develop.

Swift (1966) stated that the above statement

emphasized the specific contributions of the environment.

The environment was seen as a matrix of interrelating

factors that was destroyed when a single crude factor

was abstracted for study. Sv/ift stated that studies

that employed social class analysis were most effective

in the analysis of environmental contributions to

personality development.

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20

On the basis of the three foregoing theoretical

assumptions—that social stratification existed, that

the position of the child's family in the stratification

system v/as influential, and that the early experiences

of the individual were important—there v/as reasonable

expectation that some distinct personality traits might

be found which would differentiate the children of the

several social classes. Or, at least there was an

expectation that the incidence of certain personality

characteristics v/ould be different for the children of

the various social classes.

Studies of Personality and Socio-economic Status

Several research studies were concerned v/ith the

personality adjustment of individuals and their socio­

cultural environment. One major study of the

personality functioning of middle and lower class people

was by Rainv/ater (1956), Based on a study of k9 middle

class and 46 lower class adolescents with the Szondi

test. Rainwater concluded:

1. The middle class person was more dependent on

others and more strongly oriented toward working through

people to derive gratifications. Very few lower class

persons had this pattern. Instead, the lower class

person was oriented toward manipulation of objects for

satisfactions without regard to the human nature of the

object.

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21

2. The middle class person had an organization of

psychic energies which resulted in the "taming" of

impulses and affects. The lov/er class group appeared

more oriented toward either a direct release, or a

fairly simple handling, of impulses.

In a similar study with the Rorschach test, Melgar

(1967) found that middle class children showed effective

defense mechanisms against anxiety, as well as

mechanisms of restraint and control. Lower class

children had difficulties in controlling and stabilizing

their impulses, thus showing inadequate adaptive

behavior.

Summarizing the overall implications of his study.

Rainwater (1956) stated:

The results of this study indicate that social class influences also permeate the patterning of psychic drives, the kinds of need tensions which press most in the personality, and the way emotional controls are organized by the ego. This study seems to suggest that there are no areas of personality difference immune to socially patterned influences. This is not to deny any of the dynamic theories of personality formation embodied in psycho­analytic and related thought. But it does mean that such theories might achieve greater "fit" with concrete individuals and the formation of their personalities if it takes into account the fact that the many influences which bear on personality formation in the lower class all form a different field than the middle class one, and the personality which develops out of that field is likely to be different in many respects from the personality which develops out of the milieu of middle class life.

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The relationship betv/een social class and personality

adjustment v/as studied by the use of objective personality

tests in several empirical investigations. Sewell (I96I)

made a comprehensive review of studies in which socio­

economic status had been measured objectively and

correlated with independent assessments of personality.

The studies showed that middle class children were

consistently better adjusted than lower class children,

Sev/ell (1961) indicated, however, that most correlations

were low, sampling v/as often inadequate, tests of status

and personality of questionable dependability, and

variables related to status and personality v/ere not

controlled.

In his study, Sev/ell (1961) utilized a design in

which both the variables of socio-economic status and

personality were measured objectively for a sample of

l,if62 grade-school children. Correlation analysis

indicated a lov/ but significant association between

status and measured personality. The direction of the

correlations showed that the lower the socio-economic

status of the child's family, the less favorable his

personality test score. Sewell indicated, however, that

only a relatively small amount of the variance in

measured personality (,25) could be accounted for by

socio-economic status, Sewell (I96I) concluded that

the results did not provide much encouragement for the

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23

view that social class was a major determinant of

childhood personality. The results did offer evidence

that social class v/as a factor to be considered.

Several other investigators utilized objective

personality tests as a means of investigating

personality adjustment as it related to socio-cultural

factors. The general personality adjustment of upper

and lower status elementary school children was

investigated by Frierson (1965) utilizing the Children's

Personalit.v Questionnaire developed by Cat tell. Upper

and lov/er class children v/ere differentiated by the

Sheyky-Bell Social Rank Index and the 1/f personality

factors revealed by the test were compared. There were

no statistically significant differences between the two

groups. Hov/ever, Frierson (1965) did note certain

tendencies that deviated from the average betv/een the

two groups. For example, low socio-economic subjects

tended to be more expedient while high status subjects

were more conscientious. Upper status persons were also

more controlled and self-disciplined. On the other hand,

lower status individuals v;ere more excitable and tense.

No significant differences were found between upper

and lov/er class subjects in a study by Ridding (1967).

Cattell's High School Personality Questionnaire was used

to compaire the social class levels of 600 boys and girls.

Ridding (1967) found that none of the test's 1/f

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2/f

personality factors were related to significant

differences between social class levels. In a similar

study with the Sixteen Personality Factor Questionnaire

and the California Test of Personality. Haller and

Thomas (1962) found that only one of 16 correlations

was even moderately large in the comparison of

personality factors to socio-economic level. The one

significant factor found was not closely related to

personality adjustment, but was instead related to

intelligence.

Mitchell (1957) administered the California Test

Of Personality to a large group of fifth and seventh

grade pupils. The Warner Index of Status Characteristics

was used to differentiate high and lov/ status groups.

It was found that at both grade levels a significantly

higher proportion of low status children revealed such

problems as: economic worries, feelings of rejection

and consequent aggression, insecurity, psychosomatic

complaints, desire for independent and for new

experiences, and troublesome anxiety reactions.

It may be concluded from this reviev/ of studies

that many investigators have found empirical evidence

indicating some relationship between social class and

certain aspects of personality. The correlation was

usually relatively lov/ between the tv/o variables,

although it v/as enough for some investigators to

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z^ conclude that at least some of the variance in personality

was accounted for by socio-economic factors. The

objective personality tests that did discriminate between

economic levels generally revealed that the typical

middle class individual was one who controlled him

impulses and scored favorably on the personality test.

The lower class person, on the other hand, was often

shov/n to have less favorable personality characteristics

on objective tests.

Mental Retardation and Socio-economic Level

There has been a growing interest in evaluating the

effects of socio-economic status on the functioning of

the mentally retarded. In a review of literature,

Deutsch (1965) found that most of the emphasis in the

area was in terms of evaluating the effects of

environmental deprivation on intellectual performance.

Some authors also related a deprived environment to the

etiology of retardation.

The majority of mildly retarded children appeared

to be persons in whom socio-cultural factors were of

critical importance. Benda, Squires, Ogonik and Wise

(1963) stated: "It is often suspected that the families

from which these children come constitute a unique

subculture which contributes heavily to the subcultural

or intrinsic class of mental retardate." Ausubel (1967)

concluded that prolonged environmental deprivation

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26

induced a deficit in intellectual development. He stated

that this was due to the restricted range of stimulation

available in a culturally deprived environment, with

resulting negative affects on the child's cognitive

development. Thus, according to Ausubel (1967), the

longer children remained in substandard environmental

conditions, the progressively lov/er their intelligence

quotients became, in comparison with control children

placed in more favorable environments.

A study by Solomons, Cushna, Opitz and Greene

(1966) gave support to the position that social factors

had considerable influence in depressing intellectual

functioning in cases of mild retardation. These

investigators used a modified V/arner Index of Status

Characteristics and found significant differences in

socio-economic status between educable or mildly

retarded children and more seriously retarded children.

In a similar study, Wakefield (196/f) compared 312

parents of educable mentally retarded children v/ith

general population norms. It was found that a

significantly larger proportion of educable retarded

children came from families of low intelligence, poor

schooling and inferior economic status. On the basis

of this, and previously cited studied, it can be

concluded that children of lower socio-economic status

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Z7

owe their retardation, at least in part, to their

deprived environment.

Stein and Susser (1963) concluded that mildly

retarded children were likely to have a lower socio­

economic background, as determined by the parent's

occupations. Mildly retarded children v/ere also less

likely to suffer from retardation v/hich v/as organically

based, in contrast with severely retarded children.

Since mild retardation was associated v/ith socio-economic

factors, the investigators concluded that the mildly

retarded had a condition v;hich v/as to some extent

reversible and amenable to treatment.

The previously cited studies seemed consistent in

indicating that mild retardation was usually associated

v/ith a lower socio-economic status. Fev/er investigators

studied the personality adjustment of the mentally

retarded in relation to socio-economic status.

The Personality Ad.iustment of the Retarded

as Related to Socio-economic Level

There were fev/ studies found v/hich investigated

the relationship of personality adjustment to socio­

economic level in mildly retarded populations. Citing

the need for such studies, Butterfield (1967) stated:

"Retardate personality has been regarded as an important

determinant of prognosis, yet apparently it has not been

regarded as something that might be changed by

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28

environmental factors." Zigler and Butterfield (I966)

stated:

It is now abundantly clear that a variety of social motivational factors may be as important in determining the behavior of the retarded as is attenuated intellectual capacity. These factors do not inhere in mental retardation, but rather are an outgrowth of the particular environment and experience of the retarded, which have frequently been found to be socially depriving in nature.

The relationship of retardate personality to

socio-economic factors was investigated by Ruess (1958),

High and low socio-economic level mildly retarded children

were compared on the Goodonough Test. Davis Eells Test,

Thematic Apperception Test and Rorschach test. However,

only personality factors considered to be indicators of

intellectual functioning were compared v/ith the test

instruments, while other personality variables were not

studied. Actual attempts were not made to obtain

information pertaining to retardate personality variability

as a function of socio-economic level, although the

research methodology could have been utilized for this

purpose.

A more concentrated effort to compare the

personality adjustment of educable mentally retarded

children with socio-economic level was made by Mullen,

Itkin and Brauer (1959). Economic status rating scales

and teacher adjustment rating scales were developed by

the investigators. Objective or projective tests of

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29

personality were not utilized. No significant relation­

ships were found between retardate personality adjustment

and socio-economic status.

As indicated by this review of literature, there

was a dearth of studies that compared the personality

adjustment of the retarded to their socio-economic level.

No studies v/ere found in which objective or standardized

personality test instruments were utilized for this

purpose with mildly retarded individuals. Yet there is

a need for providing new insights into the functioning

of the mildly retarded.

Personalit.v Ad.iustment and Academic Achievement

Several studies of the relationship between

personality adjustment and academic achievement were

performed with non-retarded populations. In a reviev/

of such research, Rushton (I966) stated that many studies

showed a conflicting relationship between anxiety and

academic achievement. Personality stability was

positively connected with academic achievement in about

70 per cent of the studies Rushton reviewed,

Taylor and Forquhar (I965) and Taylor (196/f)

reviewed the literature in v/hich scholastic achievement

was related to personality traits. They found that

factors positively related to level of achievement were:

Ability to handle one's anxiety, the value a student

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30

placed on his own worth, ability to conform to authority

demands, student acceptance by peers, less conflict over

independence-dependence, activities related to academic

interests and realism of the student's goals.

Several investigators have studied the relationships

betv/een such personality factors as introversion and

academic performance. Using the Junior Maudsley

Personality Inventory, the General Anxiety Score for

Children and achievement measures. Child (1966) found a

strong positive relationship between introversion and

academic achievement,

Lynn and Gordon (I96I) also utilized the Maudsley

Personality Inventor.y and found somev/hat similar results,

A positive correlation betv/een introversion and

persistence on achievement tasks was found. A positive

correlation v/as also found betv/een neuroticism and

vocabulary achievement.

Savage (1962) also utilized the Maudsley Personality

Inventory and found similar results in that extroversion

was negatively related to achievement. However, this

study also differed with others, since neuroticism was

negatively related to achievement. A later study by the

same investigator (Savage, 1966) added further

contradiction by the finding that extroversion v/as

positively related to achievement. Thus, on the basis

of the foregoing studies, it appears that the role that

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31

neuroticism and introversion play in academic achievement

is still not clear.

Several studies of personality and academic

achievement have been carried out with Cattell's High

School Personality Questionnaire and Children's Personality

Questionnaire, Ridding (1967) found that higher academic

achievement was related to the personality factors of

dominance and extroversion. No significant relationships

were found between academic achievement and the factors

of personality stability and anxiety, Cattell, Sealy

and Sweney (1966) also utilized the High School Personality

Questionnaire and found that academic achievement v/as

positively related to outgoingness, super ego strength

and self sentiment strength. Dominance was negatively

related to achievement. Rushton (1966) found that

academic achievement was related to ego strength,

enthusiasm and conscientiousness on the Children's

Personality Questionnaire, He also found that anxiety

was negatively related to achievement.

The foregoing studies with the High School Personality

Questionnaire and the Children's Personality Questionnaire

failed to present a clear overall picture of the

relationship of personality adjustment with academic

achievement. In contrast to the studies related to

extroversion-intraversion and neuroticism previously

cited, the studies v/ith Cattell's test instruments were

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32

not particularly contradictory. However, each study

found different personality factors associated with

achievement. This may have been due to varying methods

of achievement measurement, varying sampling measures

and other related experimental variances. Aside from

the finding that personality adjustment plays a part in

academic achievement, it must be concluded that the

exact nature of this relationship appeared to vary in

different situations.

Academic Achievement and Socio-economic Status

The effect of socio-economic differences on academic

achievement v/as studied by many investigators. Justman

(1965) stated that: "A v/ealth of evidence indicates that

disadvantaged children obtain lower scores on tests of

academic aptitude and school achievement than non-

disadvantage d pupils."

The above statement corresponded with Curry's (I962)

findings in a comparison of the academic achievement of

360 upper, middle and lov/er socio-economic groups of

pupils. He concluded that: "As the intellectual ability

decreases from high to low, the effect of social and

economic conditions on scholastic achievement increases

greatly," Several other conclusions from Curry's (1962)

study were:

1, Socio-economic status has no effect on scholastic achievement when students have high intellectual ability.

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33

2. Socio-economic factors have an effect upon language achievement in the medium intellectual ability group. Upper and middle socio-economic status pupils achieve higher than lower socio­economic status pupils. 3. Socio-economic status factors have an effect on achievement in low intellectual ability groups in reading, language and total achievement. /f. Achievement in arithmetic seems to be relatively free from the influence of socio-economic conditions,

Passy's (1966) study with 1,865 school children was

consistent with the previously cited findings. Significant

differences in academic achievement test scores were

found between five socio-economic levels. Socio-economic

status was determined by the occupation of the parent.

The results of these findings v/ere consistent in

indicating that lower socio-economic level students

obtain lov/er scores in academic achievement tests.

Personality Ad.iustment of the Retarded

as Related to Academic Achievement

Research with the mildly retarded shov/ed that

dispairities in their educational achievement were

associated with personality adjustment. McCoy (1963)

stated that: "When intelligence and socio-economic

level are held constant, the research literature suggest

that differences in the academic accomplishments of

mentally retarded pupils are related to significant

personality variables." McCoy (1963) divided educable

mentally retarded pupils into two groups, those that

achieved above mental age on the California Achievement

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34

Test and those that achieved below mental age. Paired

subjects were matched with respect to sex, race,

socio-economic status, intelligence and chronological

age. Pupils in the academically successful group had

a significantly higher degree of self-confidence and a

more realistic level of aspiration, as indicated by the

Could You Ever Scale and motor tasks. Gorlow, Butler

and Guthrie (1963) found a similar relationship between

self-acceptance and academic achievement when the

Laurelton Self Attitude Scale was utilized.

On the other hand, Mullen, Itkin and Brauer (1959)

found that teacher ratings of personality adjustment

were not related to arithmetic or reading achievement.

Achievement was, however, related to mental age,

chronological age, intelligence and parental occupation.

Utilizing the California Test of Personality v/ith

retarded individuals, Snyder (1966) found significant

differences betv/een high and low academic achievers in

personality adjustment. The higher achiever had a better

personality adjustment and lov/er anxiety. All the

retarded subjects had significantly poorer personality

scores than "normal" children. V/iener, Crawford and

Snyder (I960) also found that poor achievement was

associated with high test anxiety, but not to a high

general anxiety level. The majority of studies suggested

that the personality adjustment of the educable mentally

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35

retarded individual did play a major role in academic

achievement.

Use of Ratings as Personality

Ad.iustment Indicators

The use of rating instruments to obtain information

about personality characteristics is an analytic method

and has the advantage of clear-cut quantification,

according to Taft (1955). However, he further stated:

It suffers from all the drawbacks of ratings in general, particularly the lack of consensus about the meaning of terms and the quantitative standards to be used. A further difficulty v/ith this method . . . is the establishment of criteria.

Taft's (1955) review of literature suggested that

the ability to judge the personality characteristics of

others is correlated with high intelligence and academic

ability, insight into one's status, good emotional

adjustment, social skill, possessing appropriate

judgemental norms, judging ability and motivation.

A rating procedure consists of person A's reaction

to person B's behavior, with double opportunities for

error, according to V/arburton (1961). This author

suggested steps that should be taken in order to secure

reliable and valid ratings:

1. The rater should . . . be in constant social contact with (the subject), and be able to observe him for a long time so that he is seen in many roles and situations. 2. The personality trait to be assessed . . . should be clearly defined.

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36

3. It is desirable to reduce stereotype and halo effects (by) assessing one trait at a time through­out the groups.

Ryan (1958) stated that: "The problem of the

validity of ratings has been a disturbing one in that

ratings generally fail to correlate well with objective

test scores." In an investigation of high school

teacher's ratings of students, Ryan (1958) found that

intercorrelations among separate personality traits v/ere

high. This was seen as evidence that trait names,

although rated independently, were interchangeable.

Ryan concluded that:

Teachers ratings do not represent . . . discrete patterns of behavior. . . . Thus elaborate precautions to avoid "hale effect" are to little avail (and) . . , the goal of separate and valid trait ratings may be unrealistic. . . . (It might instead) be well to accept the fact that teachers rate on the basis of general impression and if this is a halo effect that it should be accepted as such in ratings.

Based on a study of teacher ratings of 12

personality traits, Hallworth (1961) suggested that to

measure one trait with which teachers were commonly

concerned was actually measuring all traits of concern

to the teacher. This v/as due to the inter changeability

of the trait names that v/ere used for rating. Hallv/orth

(1961) implied that the "halo effect" cannot be avoided,

but it can be minimized by utilizing only major trait

dimensions such as "sociability" in ratings.

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37

In later studies, Hallworth (196/fa, 196/fb) concluded

that, despite the use of as many as 1/f traits in teacher

ratings, the ratings could be grouped by factor analysis

into the general factors of sociability and

conscientiousness. These were interpreted as dimensions

by which teachers perceived their pupils. The existence

of a general halo effect was implied in this finding.

It was also concluded that pupils with the highest

intelligence and achievement v/ere attributed with other

desirable personality traits by the teachers.

It can be inferred from these investigations that

a general "halo effect" is unavoidable in teacher

ratings of personality. Such measures should, therefore,

be recognized as containing a halo effect when

conclusions are based on personality ratings.

A study by Kirchmer and Nichols (1965) indicated

the validity that was possible with teacher ratings of

student personality. It was found that 32 personality

trait ratings were significantly correlated v/ith such

behavior criteria as class rank, grades and academic

activities. A study by Cassel (196/f) also demonstrated

the validity that v/as possible with ratings. Both

parent and teacher ratings on the Child Behavior Rating

Scale, as well as guidance data on achievement,

intelligence and Vineland Social Maturit.y Scale scores,

were compared. Positive relationships were found

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38

betv/een ratings by teachers and the guidance data in

Cassel's (196/f) study.

The potential usefulness of teacher ratings was

demonstrated in a study by Maes (1966). He found that

emotionally disturbed school children could be

identified effectively through the use of a teacher

rating scale. Such research studies indicated that,

although the method of teacher ratings of personality

did have shortcomings, ratings also had potential

usefulness if properly utilized. The use of teacher

ratings of behavior may serve to present a unique

perspective in defining personality integration. The

opinions of those persons who have had prolonged and

intensive contact with the subjects may be obtained in

this manner (Seeman, 1963).

Ratings and Socio-economic Status

Several investigators noted that the socio-economic

status of the person to be rated was a factor that

affected the rating. For example, Howard (1967) found

significant differences betv/een teacher perceptions of

socially disadvantaged pupils and other student groups.

It was also found that teachers' perceptions differed

from student perceptions in that teachers felt the home,

rather than the school, v/as the source of student

frustration. Teachers also tended to underestimate

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39

the number of problems disadvantaged children faced in

the school environment.

Ulibarri (I960) detected tv/o levels of teacher

sensitivity to the socio-cultural differences of pupils.

The level at which the teachers showed greatest

sensitivity v/as the area of overt behavioral practices

that were specific to the sub-culture. The level at

v/hich teachers indicated little sensitivity was concern

with psychological needs that v/ere related to socio-

cultural orientations.

Mclntyre, Morrison and Southerland (1966) also

found that teachers' perceptions of pupils varied

according to the socio-economic status of the pupils.

There were 34 teachers v/ho rated Z^ personality traits

of the 11 and 12 year old pupils studied. Teacher

perceptions of desirable traits varied according to

the social class of the pupils, particularly the male

children. For boys of the middle class, stress was

placed on pleasantness and trustworthiness. For boys

in the lov/er class, teacher concern v/as shown for

attainments and attitudes toward school. For girls,

"good behavior" was stressed uniformly across different

socio-economic classes. It was concluded that girls

were perceived in a stereotyped way, while boys were

perceived according to limitations of their social

class environment. It was concluded from such studies

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40

that social class was a factor that might affect teacher

ratings of personality.

Ratings of Personality Ad.iustment

v/ith the Mentally Retarded

Rating instruments are often used v/ith retarded

individuals in workshop and employment settings.

Kolstoe (1961) utilized ratings of personality adjustment

to examine several characteristics that frequently

affected the employability of the retarded. Each

employer was asked to rate his retarded employees on a

three point scale on each of 16 personal, social and

work efficiency characteristics. Characteristics

rated included self-confidence, cooperation, cheerfulness

and respect for others. In addition, an overall rating

on personality and social adjustment was required. It

was found that employers placed the greatest stress on

such characteristics as cheerfulness and cooperation.

Neuhaus (1967) obtained similar results in a study of

workshop supervisor ratings. Inadequate personality

functioning and inept social relationships v/ere revealed

as the primary problem areas for this mentally retarded

group.

An overall rating by one instructor v/as the best

criterion of adjustment for retarded individuals in a

Sheltered workshop setting, according to Wagner and

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41

Hov/ver (1965). It was felt that the retarded individual's

instructor v/as the primary person v/ho had close and

constant contact v/ith the subjects. The ratings were

all significantly correlated with several objective test

measures of personality. It was concluded from such

studies that ratings were effective measures of

personality and social adjustment v/ith the mentally

retarded.

Methods of Research in Mental Retardation

A review of research methodologies in the field of

mental retardation lead Miller (I960) to conclude that:

"A majority of studies are unsound from a standpoint of

research methodology." He indicated that this explained

the contradictions of many research results. Baumeister

(1967) pointed out that a common mistake among many

investigators studying the behavior of the retarded v/as

a belief in the need to include a "control" group of

"normal" individuals. Baumeister stated that this v/as

an unnecessary procedure since normal behavior

characteristics were irrelevant to the purpose of better

understanding the behavioral functioning of the retarded.

The measurement of the personality development of

the mentally retarded child has lagged far behind the

measurement of his intellectual skills and social

maturity, according to Gallagher (1959). V/hat appeared

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42

to be lacking, he stated, v/as an instrument which v/as

easy to apply and interpret.

Despite the difficulties involved, several

investigators attempted to study the personality

functioning of the mentally retarded with a variety of

test instruments. A common method used by some

investigators (McAfee, 1965; Guthrie, Butler & Gorlow,

1961; Culbertson, Guthrie, Butler & Gorlow, 1961) was

to adapt personality questionnaires for use v/ith mentally

retarded groups. Projective techniques and behavior

rating scales were also utilized (Maes, I966). The use

of objective personality instruments v/as an additional

method utilized in studies of the personality functioning

of retarded. Guthrie (I96I) criticized the use of all

of these techniques on the basis of the low verbal

facilities of the mentally retarded, their inability to

read at a sufficient level, the possibility that the

retarded may not have sufficient self-perception to

accurately report their feelings, and the fact that

results from non«standardized test instruments were

often difficult to compare v/ith other studies.

Some investigators were recently successful, hov/ever,

in utilizing standardized objective tests with the

mentally retarded. For example. Porter (1965)

successfully tested educable mentally retarded subjects

by reading the test to the children in a group classroom

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k3

situation. The test, which was the Children's

Personality Questionnaire, successfully identified

significant differences in personality between retarded

and "normal" groups of children. The investigator

suggested that such a test may be successfully

utilized to obtain information pertaining to

personality adjustment in educable mentally retarded

populations.

Many difficulties are inherent in research on the

personality and social adjustment of the retarded.

Techniques and instruments are being utilized v/ith

this group, however, by taking steps to insure adequate

understanding of the test material. Future research

should, therefore, result in additional insight into

the behavioral functioning of the retarded. Such

information should enable more adequate educational

and rehabilitation programs to be planned and

implemented.

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CHAPTER III

METHODS AND PROCEDURES

Design of the Study

The basic problem of this study was to determine

if differences existed in emotional adjustment, social

adjustment and academic achievement between two groups

of educable mentally retarded adolescents of differing

socio-economic levels. In order to do this two

homogeneous groups that were significantly dichotomous

in terms of socio-economic status were compared

statistically by means of t-tests. Relationships

between emotional, social and academic adjustment were

also studied pursuant to purposes of the study.

Sub.iects

The subjects of the study were 60 educable mentally

retarded adolescents randomly selected from special

education classes at seven junior and senior high

schools. The subjects were placed in two groups, 30

to a group, according to their socio-economic

classification on the Warner Index of Status

Characteristics. Those persons classified as in the

lower socio-economic strata were placed in one group,

while those classified as middle-class were placed in

44

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45

the second group. Significant differences in socio­

economic status existed between the tv/o groups as

indicated by Table 1,

The groups v/ere homogeneous v/ith respect to control

variables of sex, intelligence and race, as shown by

Table 2. The intelligence quotients of the educable

mentally retarded subjects ranged from 50 to 75, and

averaged at 67 for both groups. Ages ranged from 13

to 17 years, and averaged at 14.8 for one group and

14.7 for the second group. Sex differences were evenly

distributed in both groups, v/ith each group containing

17 boys and 13 girls. No significant racial differences

existed betv/een the groups.

Sources of Data

The V/arner Index of Status Characteristics is a I

methodological procedure developed by Warner, Meeker

and Eells (1949) to provide an objective method for

establishing the social class level, or socio-economic

level, of anyone in any kind of community. The

methodology required rating the factors of occupation,

source of income, house type and dv/elling area on a

scale of one to seven. Each factor rating was then

weighted and a numerical score of 12 to 80 was obtained

from combining factor scores. The numerical score may

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46

TABLE 1

t-Test of Socio-economic Status Index Scores

of Upper and Lower Status Groups

nnatn

Mean S.D. F t P

Upper Lower Upper Lower

41.5000 66.7333 7.34730 8,91311 1.47165 11.965 .01

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TABLE 2

Descriptive Statistics Concerning the Subjects

and Their Distribution over the two

Socio-economic Groups

47

Upper Socio­economic Group N=:30

Lower Socio­economic Group N=30

Mean Age

14.83

14.73

Mean Grade Level

4.63

4.60

Sex

M

17

17

F

13

13

Race

W N

Zl 3

22 8

Mean

IQ

Verbal 70,23 Perform 69.30 Total 67.00

Verbal 67.23 Perform 72,40 Total 67.06

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48

be translated into one of five recommended social class

levels through the use of a table provided by Warner,

et. al. (1949).

The procedure for determining the index of status

characteristics was developed from an extensive

interview method of determining social class level.

Use of the interviev/ and index of status characteristics

techniques independently indicated that they were

satisfactorily related, according to the authors. The

four rating factors of the index of status characteristics

inter correlated from .69 to .87, v/hich indicated the

similarity of the individual factors of the instrument.

A regression equation v/as utilized by Warner, et al.

(1949) to determine the optimum weightings of each of

the four factors. This instrument was recently

utilized in several studies (Capobianco, I960; Greene,

1965; Solomons, 1966) of mental retardation that required

determination of the socio-economic level of the study

sample.

In the present study, the index of status

characteristics scores were used as the criterion basis

of placing subjects into the two experimental groups.

Subjects with scores of Z^ to 52 were placed in the

upper socio-economic level group. Those with scores of

53 to 80 were placed in the lower socio-economic level

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49

group. The placement of the subjects into the two

groups in this study corresponded to Warner's recommenda­

tions for translating rating scores into the lov/er and

middle socio-economic class levels.

The Wechsler Intellij^ence Scale for Children

(hereinafter referred to as the WISC) is an individually

administered test of intelligence for ages five to 15.

Administration time is 40 to 60 minutes. Three scores

and 15 sub-scores are obtained from the test. Scores

are: Verbal (information, comprehension, arithmetic,

similarities, vocabulary, digit span-optional).

Performance (picture completion, picture arrangement,

block design, object assembly, coding, mazes-optional),

and Total score.

Patterson, in the Fifth Mental Measurements

Yearbook (Buros, 1959), stated that the WISC satisfied

the major requirements of internal consistency,

reliability and validity. Reliability coefficients were

.88 to .96 at various age ranges. Validity studies have

generally found that the WISC and the Stanford-Binet

intelligence tests correlate fairly highly at ,80 plus.

In the present study, the WISC was administered by

school psychologists on an individual basis, WISC

scores were utilized to control for differences in

intelligence betv/een groups.

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50

The High School Personality Questionnaire

(hereinafter referred to as the HSPQ) v/as a standardized

personality test instrument developed by Cattell and

Beloff (1962) for the purpose of measuring several major

dimensions of personality. Vernon smd Adcock, in the

Sixth Mental Measurements Yearbook (Buros, 1965). stated

that the test was based on careful factor analytic

studies, it covered a v/ide range of personality traits

and it was constructed according to the best statistical

requirements. The test is considered a junior version

of the Sixteen Personality Factor Questionnaire, which

is for adults. The present test v/as developed

specifically for use with adolescents, 12 to 17 years

of age, and it consists of I40, three choice items.

Test items require the subjects to reply in one of three

ways: "yes," "uncertain" (in between) and "no." Most

of the questionnaire items concern interests and

preferences, while some statements are related to

behavior self-reports. The test takes 40 minutes,

according to the test manual, but took approximately

60 minutes for the subjects in the present study. The

authors indicated that the test requires a reading

ability level of 11 years of age. However, since test

administration instructions stated that the test may be

read to students, this was done to insure adequate

understanding by this particular population of subjects.

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51

The test manual stated that questions may be answered

with regard to word meanings. Care was taken, therefore,

to ensure that certain words that might be difficult

were understood by the subjects. The test was designed

for application as a group test in the classroom, and

it was utilized with small groups of two to 10 subjects

in the present study.

The test gives results related to 14 separate

aspects of personality, as well as second order

personality factors that are determined by weighting

combinations of primary personality factor scores.

(See Table 3). The manual reported that average factoral

scale validities for the test were approximately ,89

(full test), while mean retest reliability coefficients

were ,72 (full test) for a tv/o week retest period. The

authors indicated that there was good agreement v/ith the

test and ratings of personality, as v/ell as with other

questionnaires and real life criteria (Cattell & Beloff,

1962),

The Stanford Achievement Test is a scholastic Kiai witawpawaig

achievement test that has been used in school systems

for several years. The test gives scores in the areas

of: language, arithmetic, social studies and science.

The full test battery talces approximately 260 minutes to

administer. According to Bryan in the Sixth Mental

Measurements Yearbook (Buros, 1965), the test should be

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52

TABLE 3

Description of Factors on the High School

Personality Factor Questionnaire

kCvK^MHOMMOgsWi

Factor Low Score Description

High Score Description

B

D

E

H

RESERVED, Detached, Critical, Cool, (Sizothymia)

LESS INTELLIGENT, Concrete-Thinking, (Lower Scholastic Mental Capactiy)

AFFECTED BY FEELINGS, Emotionally Less Stable, Easily Upset, Changeable, (Lower Ego Strength)

PHLEGMATIC, Deliberate, Inactive, Stodgy (Phlegmatic Temperament)

OBEDIENT, Mild, Conforming, (Submissiveness)

SOBER, Prudent, Serious. Taciturn, (Desurgency;

EXPEDIENT, Evades Rules, Feels Few Obligations, (Weaker Superego Strength)

SHY, Restrained, Diffident Timid, (Threctia)

OUTGOING, Warmhearted, Easygoing, Partici­pating, (Affectothymia)

MORE INTELLIGENT, Abstract Thinking, Bright (Higher Scholastic Mental Capacity)

EMOTIONALLY STABLE, Faces Reality, Calm (Higher Ego Strength)

EXCITABLE, Impatient, Demanding, Overactive (Excitability)

ASSERTIVE, Independent, Aggressive. Stubborn, (Dominance)

HAPPY-GO-LUCKY, Impulsively Lively, Gay, Enthusiastic, (Surgency)

CONSCIENTIOUS, Perse­vering, Staid, Rule Bound, (Stronger Superego Strength)

VENTURESOME, Socially bold. Uninhibited, Spontaneous, (Parmia)

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53

TABLE 3—Continued

Factor Lov/ Score Description

High Score Description

I TOUGH-MINDED, Self-reliant, TENDER-MINDED, Dependent, Realistic, No-nonsense, Over-Protected. Sensi-(Harria) tive, (Prerasia;

J VIGOROUS, Goes Readily v/ith DOUBTING, Obstructive, Group, Zestful. Given to Individualistic, Action (Zeppia) Internally Restrained,

Reflective, Unwilling to Act, (Coasthenia)

0

Q:

Q:

Q,

PLACID, Self-Assured, Confident, Serene, (Untroubled Adequacy)

GROUP-DEPENDENT, A "Joiner" and Sound Follov/er, (Group Adherence)

UNDISCIPLINED SELF-CONFLICT, Follows Ov/n Urges, Careless of Protocol (Low Integration)

APPREHExNSIVE, Worrying, Depressive, Troubled, (Guilt Proneness)

SELF-SUFFICIENT, Prefers own Decisions. Resourceful. (Self-Sufficiency)

CONTROLLED, Socially-Precise, Self-Disciplined, Compulsive, (High Self Concept Control)

RELAXED, Tranquil, Torpid, TENSE, Frustrated, Unfrustrated, (Low Driven, Overv/rought. Ergic Tension) (High Ergic Tension)

Second Order Personality Factors

Ex INTRAVERSION

Ax LOW ANXIETY

Nu LOW NEUROTICISM

EXTRAVERSION

HIGH ANXIETY

HIGH NEUROTICISM

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54

rated high among standardized achievement batteries.

The test was constructed as a result of an analysis of

curricula and textbooks, as well as prejudging by subject

matter experts. Total score reliabilities ranged from

.66 to .96 at the various age and grade levels. In the

present study, the Stanford Achievement Test v;as

administered by the subjects' teachers in classroom

situations in a manner consistent with instructions in

the test manual. Scores on arithmetic and language

achievement v/ere utilized for this study.

The Social Adjustment Rating Scale was developed

by the v/riter since no standardized rating instrument

appeared to have been developed for use in relation to

the type of subjects or purposes contained in the present

study. Development of the instrument v/as based on a

review of research literature in v/hich ratings v/ere

used to measure the social and personality adjustment

of educable mentally retarded individuals. Each teacher

who had a student participating in the study was asked

to rate her perception of the subject's social

adjustment. The teacher's rating was based on her

observation of the subject's behavior in the classroom

over a period of eight months. There were 11 teachers

that participated in the rating procedure, "Social

adjustment" was defined in this instance as the student's

ability to "get along" with other persons, as v/ell as

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his degree of self-confidence, maturity and enthusiasm

in dealing with classroom situations. Each student was

rated on a scale of one to three with regard to his

being: (1) v/ell adjusted, (2) questionable and (3)

poorly adjusted.

Collection and Tabulation of the Data

Subjects were randomly selected for the study from

special education classes for the educable mentally

retarded by the coordinator of special education.

Testing took place in the subjects' regular classroom

situation whenever possible and in a group situation

with their usual classmates. In administering the HSPQ,

subjects followed in test booklets and marked their own

ansv/er sheets as the questionnaire items were read

aloud to them. Tests were administered and read aloud

by the same individual in all instances. The test

administrator had no previous contact with the subjects

and v/as unknov/n to them. Teachers were not present

during test administration. The test was administered

in two sessions of 30 minutes each in order to prevent

fatigue and inattention. Each question was read twice

to the subjects and care v/as taken by the administrator

to ensure understanding of the questions by the subjects,

as recommended in the test manual (Cattell & Beloff,

1962). The Stanford Achievement Test had been previously

administered to the subjects by their own classroom

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56

teachers. The WISC had also been previously

administered to the subjects on an individual basis by

school psychologists.

The teachers were instructed in the use of the

Social Ad.iustment Rating Scale, and ratings of student

social adjustment v/ere obtained follov/ing classroom

testing. Further test and biographical data v/ere

obtained from student personnel files.

Data for use in computing each student's socio­

economic status classification on the Warner Index of

Status Characteristics were obtained from student files.

These data included parent's occupation, source of

income and location of home v/ithin the community.

Ratings of one to seven for each component of the index

were made by the investigator on the basis of

characteristics recommended by Warner, et, al. (1949).

Personal on-site visitations by the investigator were

also made to determine community location ratings and

house type ratings, as also recommended by Y/arner.

Weighted scores for each index factor were then combined

and each individual's social class level determined for

his inclusion into one of the tv/o experimental groups.

Raw scores from the HSPQ instrument on 14

personality dimensions and three second order personality

factors were obtained, as v/ell as Social Adjustment

Rating Scale scores, and arithmetic and reading

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achievement scores from the Stanford Achievement Test.

Criterion scores from the WISC on verbal, performance

and total intelligence quotients, as well as scores on

the Warner Index of Status Characteristics, were

obtained. Biographical data on age, sex, grade level

and race were also obtained and coded. Thus, a total

of five control variables and 24 predictor variables

was obtained as shown by Table 4.

Treatment of the Data — — * ^ — i i M M i ^ a

The data obtained from the study were treated

statistically in order to determine significant

differences betv/een groups as related to the basic

purposes of the study. The Texas Tech Student t-Tests

(Texas Technological College, 1968) were utilized for

statistical treatment. The confidence level was

adjusted for multiple group comparisons v/ith this

computer program. Significance at the five percent

level of confidence or better v/as accepted as

sufficient to warrant rejection of the null hypotheses.

Differences between the two groups in terms of teacher

ratings of social adjustment v;ere tested for significance

by chi square.

In order to carry out further purposes of the

study, the relationships betv/een personality, social,

achievement and biographical variables v;ere determined.

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TABLE If

58

Variable Number

1, 2, 3-4. 5. 6i 7. 8. 9i 10, 11. 12, 13. 14< 15. 16. 17. 18. 19. 20, 21, ZZ. 23. 24.

. 25. 26, Z7. ZS. 29.

. A -• B -

, C -, D -. E -. F -. G -. H -. I -. J -• 0 -

. Q2-

. Q3-' ^4-. E2t3

Variables Used in Study

Description

Reserved vs. Outgoing Intelligence Emotional vs. Calm Phlegmatic vs. Excitable Obedient vs. Assertive Prudent vs. Enthusiastic Expedient vs. Conscientious Shy vs. Bold Tough-minded vs. Dependent Vigorous vs. Internally Restrained Placid vs. Apprehensive Group-dependent vs. Self-sufficient Follov/s Ov/n Urges vs. Controlled Relaxed vs. Tense reversion

Anxiety Neuroticism Language Achievement

, Arithmetic Achievement , Teacher Ratings of Adjustment , Socio-economic Status , Socio-economic Group Level

Verbal Intelligence t Performance Intelligence » Total Intelligence , Age , Sex

Grade Level Rac( a

Test

HSPQ HSPQ KSPq HSPq HSPQ ffspq HsTq HSPO HSPq !l£Fq mxTKr^smf'Sj- *

HSPO HSPO ITSPQ HSPO HSPO HSP2 SAT SAT Rtng Index Index Wise WISC WISC

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59

The Texas Tech Correlation Procedure (Texas Technological

College, 1968) was utilized to obtain a correlation

matrix of Pearson's Product Moment Correlations. The

five percent level of confidence or better v/as utilized

to determine the significance of the correlations.

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CHAPTER IV

ANALYSIS OF THE DATA

The data v/ere analyzed in two phases, and are

presented accordingly. The first phase dealt v/ith

determining if differences existed in emotional

adjustment, social adjustment and academic achievement

between two groups of educable mentally retarded

individuals of differing socio-economic levels.

Individual hypotheses related to the purposes of the

study were tested for significant differences between

the two groups by the use of t-tests. Statistical

comparisons of personality adjustment v/ere made between

the retarded individuals of this study were a norm

group of individuals of more average intellectual

ability. In the second phase of the analysis of data,

interrelationships among personality factors were

analyzed. Relationships between emotional adjustment

and social, academic and biographical variables were

also studied. These relationships were determined by

means of a correlational analysis and further studied by

factor analysis. The data were related to the findings

of previous studies, where applicable.

60

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61

Personality and Socio-economic Status

Several t-tests were computed to evaluate

differences in personality adjustment between the upper

socio-economic status group and the lower socio-economic

status group of educable mentally retarded. Results of

this analysis were presented in Table 5.

There were no significant differences between the

two groups of retarded individuals on any of the 14

personality dimensions of the HSPQ. The mean scores of

the tv/o groups on the HSPQ were quite similar for each

of the personality dimensions. In view of these results,

the first null hypothesis, that there were no personality

differences betv/een the tv/o groups, was sustained.

An analysis was also performed on the more general

second order personality adjustment factors of

extraversion, anxiety and neuroticism on the HSPQ by

utilizing t-tests. As shov/n by the analysis of these

data in Table 6, there were also no significant

differences between the two socio-economic level groups

on these test scores. This result was not unexpected

since computations of the second order personality

factor scores were based on v/eighted combinations of

the 14 HSPQ primary personality scores which were also

similar between the two groups.

It may be recalled that a review of literature

revealed a dearth of previous studies in which the

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62

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64

personality differences of the retarded v/ere related to

their socio-economic status level. Mullen, Itkin and

Brauer (1959) performed such an investigation and found

results similar to the present study, that no significant

differences existed betv/een socio-economic status groups

in retardate personality adjustment. However,

standardized personality test instruments were not

utilized in that study as they were in the present one.

The review of literature suggested that mild retardation

was associated v/ith socio-economic status factors and

that lower socio-economic status retardates were more

amenable to ameliorative treatment (Ausubel, 1967;

Solomons, Cushna, Opitz & Greene, I966; Stein & Susser,

1963; Wakefield, 1964). However, the findings of the

present study revealed no significant differences in

the personality adjustment of retarded individuals

that Y/ould indicate they are any more amenable to

treatment than those retardates of the middle class.

Many studies of individuals with average

intelligence were found in which differences in

personality existed betv/een socio-economic classes

(Mitchell, 1957; Rainwater, 1956). For example, in a

study utilizing Cattell's Children's Personality

Questionnaire. Frierson (1965) found tendencies for

lov/er class children to be more expedient, excitable

and tense. Middle class subjects v/ere more conscientious

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65

and controlled. Such differences in personality between

socio-economic status levels were not found in the

present study with educable retarded individuals.

Academic Achievement and Socio-economic Status

Differences between the two socio-economic level

groups in academic achievement reading level were also

examined with t«tests. Scores on the Stanford Achievement

Test in language-reading were not significantly different

betv/een the two socio-economic level groups, as shov/n

by Table 7. The second null hypothesis that there were

no differences betv/een the tv/o socio-economic level

groups in reading achievement was sustained.

Differences in arithmetic achievement betv/een

groups were also examined by t-test as shown by Table 7,

Significant differences betv/een groups at the five

percent level of confidence v/ere found in this instance.

The lov/er socio-economic group of retarded pupils had

the higher level of arithmetic achievement as indicated

by mean scores on the Stanford Achievement Test. It

should be noted, however, that the difference between

the two groups in arithmetic achievement was less than

four months. Although this difference v/as statistically

significant, achievement scores for both groups were

relatively low in comparison with the scores that

might be expected for individuals of more average

intellectual ability.

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66

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67

A review of research indicated a dearth of studies

in which the academic achievement of educable retardates

v/as compared to differences in their socio-economic

status. Several studies were performed v/ith individuals

of more average intellectual ability. In almost all of

these studies academic achievement was significantly

related to socio-economic status, with lower status

individuals having lov/er scholastic achievement (Curry,

1962; Justman, 1965; Passy, 1966). Curry stated that

"Socio-economic status factors have an effect on

achievement in low intellectual ability groups in

reading, language, and total achievement." However,

this statement did not apply to the present study with

mildly retarded individuals. No differences were found

in language-reading achievement betv/een the tv/o groups

of retarded individuals of differing socio-economic

status. The significant difference that v/as found

betv/een the tv/o socio-economic status groups in

arithmetic achievement differed from previous studies

with "normally" intelligent individuals. The lower

socio-economic status retardates had the higher

arithmetic achievement in the present study. This

contrasted with Justman's (1965) finding that "normal"

children of lov/er socio-economic status have lower

achievement.

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68

Social Ad.iustment Ratings and

Socio-economic Status

Teacher perceptions of the retarded individuals'

social adjustment were measured by a rating instrument.

Table 8 shows the teachers' response to the rating

instrument. In the upper socio-economic level group

eight students were rated well adjusted, 17 v/ere rated

as having questionable social adjustment and five were

rated poorly adjusted. In the lower socio-economic level

group, 14 were rated v/ell adjusted, 12 as having

questionable social adjustment and four poorly adjusted.

Differences in teacher ratings between the upper socio­

economic level group and the lower socio-economic level

group of retardates were assessed by chi square. Since

one of the expected cell frequencies was less than 10,

Yates correction for continuity v/as applied and a chi

square of 1.686 v/as obtained. The Fisher and Yates

table for chi square indicated that the obtained value

was not significant at the minimum five percent level

of confidence (Dov/nie & Heath, 1965). The third null

hypothesis of no significant differences between upper

and lower socio-economic level groups in teacher ratings

of social adjustment v/as sustained. However, a tendency

was noted for slightly more retarded subjects in the

lower socio-economic level group to be rated v/ell

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69

TABLE 8

Teacher Responses to Retardate Social

Adjustment Rating Instrument

«(MM«M.Mk«tSpM

Well Adjusted Questionable

Poorly Adjusted

Upper Status Group 8 17

Lov/er S ta tus Group 14 12

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70

adjusted, as compared to ratings for the upper socio­

economic status group.

The finding of no difference between socio-economic

groups in teacher ratings contrasted v/ith previous

studies of individuals with average intelligence.

Several investigators found that socio-economic status

did significantly affect teacher ratings of student

adjustment (Howard, 1967; Mclntyre, Morrison &

Southerland, 1966). Hov/ever, this did not apply to the

present sample of educable retarded individuals in which

teacher perceptions and ratings v/ere not affected to a

significant degree by the retarded individuals' socio­

economic status.

Retarded and Norm Group Personality

Differences

Scores from both upper and lower socio-economic

groups of educable mentally retarded individuals v/ere

combined and compared with the scores of an HSPQ norm

group of 4,389 individuals v/ho v/ere at a similar age

level. The norm group on the HSPg consisted of "normal"

individuals with intellectual abilities at a more

average level than the present study sample. In order

to evaluate differences between the educable retarded

sample and the norm group in personality adjustment,

t-tests v/ere computed for each of the I4 primary

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71

personality factor dimensions of the HSPQ, As indicated

by Table 9, statistically significant differences were

found betv/een the two groups on nine of the I4

personality factors. These differences were all at

the one percent level of confidence. Scores made by

the retarded sample group were significantly higher on

HSPQ factors C, H, I and J. Thus the educable mentally

retarded individuals in this study tended to be more

emotionally stable, more socially uninhibited, more

dependent and more internally restrained than the HSPQ

norm group.

As shown by Table 9, the norm group had significantly

higher scores on personality factors B, E, F, 0 and Q. .

Thus, the individuals in the norm group were more

intelligent, more assertive, more enthusiastic, more

apprehensive and more tense than the individuals in the

retarded group. These findings are presented graphically

in Figure 1.

In Figure 1 the mean scores of each group were

converted to Sten scores by the use of tables prepared

by Cattell and Beloff (1962). Sten scores for each group

were then compared along the 14 personality dimensions

of the test instrument. Figure 1 shov/ed that the most

striking difference between the retarded and norm groups

was on HSPQ Factor B, intelligence. The retarded

individuals v/ere shown as more concrete in their thinking

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iz

ON

w VA PQ < EH

0 M O ^

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c 0 « - » - C 0 « — » - C O « ~ » ~ » - r - c o c o » -

O N » - O C ^ r A v D r A O J i A C M v D i A C O C ^ t v - V O O J O - : f l N . v D O . L r s O O N . - O N C O I A T - O O N > l A C ^ L A O [ N O N l > . - : f t A C O

O l A ^ O - : J - r A O f A l A ^ f M O O C M -4-

r A i A L T N r A O N t A O j O N I A ^ C M C O O V D l A c O O - : f L A r A O i A o O O N O ^ C ^ r -• - t N - O O ' - r A O j v D C M L A - d - i A O ^

^ r ^ r ^ ^ r l r ^ r l e ^ ^ r ^ r ^ r ^ r ^ r ^ ^

O j v D c O ^ i A - d - l A O J l A l A r A O r A O OJ a N O v D o O v D r A i A - c h C N . t r ^ , - o CM O J - : f O O C ^ - d - [ N ^ v D r A l A - d - * - l A

• • « • • • • • • « • « • • r A ' - r A r A C M r A C M C M C M o j o j o j r A C M

O O O O O O O O O O O O O o o o o o o o o o o o o o o o o o o o o o o o o o o o o r A C M ^ A ^ ' ^ r A r A ^ A - c } - r A ^ A r A ^ A r A ^ A

v D v D r A r A v D r A O r A r A v D r A r A v D O v D * ~ 0 0 c 0 v D c 0 O 0 0 0 0 « - c 0 r A » - «A C ^ f M o o o o r A r A f M C 5 N O N i r \ 0 « - » - O

C J N - c f * - O N C O ' O N r - O O N O N O N O • - 0 0

O O O O O O O O O O O O O O o o o o o o o o o o o o o o o o o o o o o o o o o o o o O t N O O O ' - ' - O O O c O O O . - O N

OJ rA -:^ < a { p q o Q W P M 0 t E j M » - 3 0 0 * 0 ' 0 '

Page 82: JM^^ - ttu-ir.tdl.org

73

Low Score Description

Standard Score

1 2 3 4 5 6 7 8 9 10

High Score Description

Reserved

Less Intelligent

Affected by Feelings

Phlegmatic

Obedient

Serious

Expedient

Shy

Self-Reliant

Vigorous

Placid

Group Dependent

Follov/s Ov/n Urges

Relaxed

X

•V

Q>

Sample

Outgoing

More Intelligent

Emotionally Stable

. Excitable

. Assertive

. Enthusiastic

Conscientious

. Venturesome

. Dependent

Doubting

Apprehensive

Self , Sufficient

. Controlled

. Tense

- - - - Norm

Fig, 1, Profiles of HSPQ Norm and Retarded Group

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74

than individuals in the norm group v/ho were average in

intelligence and abstract thinking ability. This

finding was not unexpected since the subjects of the

present study were all classified as educable mental

retardates with an average measured intelligence quotient

on the WISC of 67 (Total Score),

Figure 1 also showed striking differences between

the two groups on Factor C, emotional stability. The

retarded subjects v/ere much more emotionally stable than

the norm group of individuals. The norm group tended

toward the average in emotional stability, v/hile the

educable retarded individuals were considerably above

the average in emotional stability. This finding v/as

contrary to most previous investigations in which

educable retardates were compared to "normal"

populations on objective tests that measured

personality adjustment.

Comparisons on Factor E indicated that the retarded

group was average betv/een obedient, conforming and

assertive, aggressive. On the other hand, the norm

group tended to be more assertive and aggressive than

the retarded individuals.

The retarded adolescents were serious and taciturn

on Factor F, while the norm group individuals were more

enthusiastic and impulsively lively. Both groups,

however, were v/ithin the average range on this

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75

personality dimension. Both groups were also within the

average range on Factor H, although the retarded

individuals were more venturesome, socially bold and

uninhibited than the norm group individuals v/ho v/ere

less uninhibited and spontaneous.

On Factor I both groups were again in the average

range, but the retarded individuals v/ere more

self-reliant and tough minded than those persons in the

norm group. On Factor J, hov/ever, the retarded

individuals scored in the above average range and

thus showed a marked tendency tov/ards being internally

restrained, unwilling to act and doubting. The norm

group individuals, on the other hand, were much less

restrained and in the average range between doubting,

restrained and vigorous, zestful.

The retarded were somewhat below the average range

on Factor 0 and thus tended to be placid, serene £ind

confident, v/hile the norm group persons were less

placid and toward the average betv/een placid and

apprehensive. Retarded individuals were more relaxed,

tranquil and unfrustrated than the norm group

individuals on Factor Q. . The norm group tended

tov/ard the average betv/een relaxed and tense.

There were no significant differences between the

retarded individuals and the norm group on the five

personality factors of A, D, G, Qp and Q^, as indicated

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76

by Figure 1. Thus, both retarded and norm group

individuals were average with respect to being reserved

versus outgoing, phlegmatic versus excitable, expedient

versus conscientious, group-dependent versus self-

sufficient, and following their own urges versus

controlled.

To summarize, the personality characteristics of

the 60 educable mentally retarded individuals of the

study might be described as: Much more concrete thinking

than average, very emotionally stable, self-assured,

unfrustrated, self-sufficient and internally restrained;

manifesting a tendency to be socially bold, serious,

somev/hat more obedient and dependent than the average

person; and average in outgoingness, excitability,

conscientiousness and control of self-concept.

It may be recalled from the review of literature

that many investigators found anxiety present more v/ith

educable retarded individuals than with individuals of

average intelligence (Cochran & Cleland, 1963; Hutt &

Gibby, 1965; Malpass, Mark & Palermo, I960). This was

not true of the educable mentally retarded individuals

of the present study. No personality factors related

to anxiety on the HSPQ v/ere found significantly

associated with this sample of individuals.

Many authors also hypothesized that personality

maladjustment had a higher rate of occurrence among the

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11

mentally retarded (Foale, 1956; Phillips, 1968; Zigler,

1968). Porter (1965) used the Children's Personality

Questionnaire, which was similar to the HSPQ utilized

in the present study, and found that educable retarded

children differed from a norm group in that they were

reserved, dull, impatient, shrewd, careless, emotionally

immature, serious, undependable and obstructive. These

personality patterns v/ere considered those less desirable

in society and tended to be indicative of maladjustment.

In the present study, with a similar test

instrument, many of the personality characteristics found

by Porter (1965) were not present. The present sample

of educable retardates v/as not reserved, impatient,

careless, emotionally immature or undependable. The

present sample of retardates was considerably above the

average in emotional stability, while Porter's sample

was belov/ the average in emotional stability. The sample

of retarded individuals also differed from Porter's

in that these individuals were confident, unfrustrated,

self-sufficient and tended to be socially bold, obedient

and dependent. The personality characteristics found

in the present study were generally considered typical

of a better adjusted group of individuals, especially

as compared to the retarded individuals in Porter's (I965)

sample. The present study did find results similar to

Porter's in relation to three personality factors.

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78

Retarded individuals in both the present study and

Porter's (1965) were less intelligent, more serious and

more obstructive than the average.

Correlations Between Variables

A correlation matrix based on Pearson's Coefficient

of Correlation (r) was formed in order to study the

relationships that existed among personality variables

and between personality adjustment characteristics and

social, achievement, socio-economic and biographical

variables. The Fisher and Yates tables for Coefficients

of Correlation significant at the five percent and one

percent levels of confidence were entered with 50

degrees of freedom. Levels of significance of ,273 and

.554 v/ere established (Dov/nie & Heath, 1965). There

were 47 correlations found significant at the one or

five percent levels of confidence.

Personality and Social, Achievement

and Biographical Variables

Language - reading Achievement

One correlation v/as found significant at the five

percent level of confidence, as shown by Table 10.

Language-reading achievement v/as negatively associated

with Factor C on the HSPQ. Thus, those educable mentally

retarded individuals v/ho had a higher level of reading

achievement tended to be less emotionally stable and

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79

TABLE 10

Correlation of Reading Achievement

with Personality

Personality Factor

0 Emotional Stability -.322 .05

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80

calm. No other personality characteristics were

associated with the variable of reading achievement

as measured by the Stanford Achievement Test.

Arithmetic Achievement

No personality characteristics measured by the

HSPQ. were related to arithmetic achievement at a

significant level of confidence. However, arithmetic

achievement was found positively correlated with

language-reading achievement at the one percent level

of confidence as shown by Table 11. Thus, higher

achievement in reading was also associated with higher

achievement in arithmetic. This was typical of findings

from other studies of achievement v/ith both "normals"

and retarded individuals.

The fact that there were not more significant

relationships between achievement and personality

adjustment in the present study v/as not typical of the

majority of related studies discussed in the review of

literature. It will be recalled that many investigators

found significant relationships between achievement and

the personality factors of introversion-extroversion and

neuroticism in studies of individuals with average

intelligence (Child, 1966; Lynn & Gordon, 196I; Savage,

1962). Such relationships were not found in the present

study with educable retarded adolescents.

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81

TABLE 11

Correlation of Arithmetic Achievement

with Reading Achievement

Variable

18 Reading Achievement .509 .01

MiMBMOi«at0B«aaaew^:;r^.^i£j4

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8Z

In studies utilizing personality test instruments

similar to the HSPQ with "normal" individuals, it was

found that achievement v/as related to the personality

factors of dominance, extroversion, outgoingness, super

ego strength, self-sentiment strength, ego strength,

enthusiasm, conscientiousness and anxiety (Cattell,

Sealy & Sweney, 1966; Ridding, 1967; Rushton, 1966).

Hov/ever, the correlation analysis of the present study

of educable mentally retarded individuals revealed

significant relationships between only one personality

variable of the HSPQ and achievement. This relationship

contradicted the previously cited studies with "normal"

individuals in that high reading achievement v/as

related to lower emotional stability scores in the

present study.

In studies similar to the present one with retarded

individuals, many investigators found significant

differences in personality that v/ere related to

retardate academic achievement. For example, Snyder

(1966) found that retarded individuals with high

achievement scores had better personality adjustment and

lov/er anxiety than poor achievers. Hov/ever, Mullen

(1959) found results somev/hat similar to the present

study in that personality adjustment was not related

to arithmetic or reading achievement. The results of the

present study may have been influenced by the fact that

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83

achievement scores for the retarded individuals were

considerably below the average in comparison with

individuals of average intelligence.

Teacher Ratings of Social Ad.iustment

Several significant correlations were found betv/een

teacher ratings of student social adjustment and

personality characteristics measured by the HSPQ.

Table 12 shows that all correlations related to this

variable were at the five percent level of confidence,

with three correlations positive and tv/o negative.

Personality Factors G and H v/ere negatively related

to teacher ratings of retarded pupils, v/hile Factors

E and Q. were positively related. The second order

HSPQ personality factor of Anxiety was also positively

related to teacher ratings. Thus, those retarded

individuals v/ho v/ere perceived by their teachers as

better adjusted v/ere more obedient and conforming,

more conscientious and rule-bound, more socially bold

and uninhibited, more relaxed and unfrustrated and less

anxious than those students who v/ere perceived as

poorly adjusted.

These findings may also be viewed in an opposite

manner. Thus, it might be stated that those retarded

individuals v/ho v;ere rated as poorly adjusted v/ere more

assertive and aggressive, more expedient and evading of

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84

TABLE 12

Correlation of Teacher Ratings

with Personality

Personality Factor

E Obedient vs. Assertive

6 Expedient vs. Conscientious

H Shy vs. Venturesome

Q. Relaxed vs. Tense

Ax Anxiety

.327

- .330

-.297

.312

.320

.05

.05

.05

.05

.05

Page 94: JM^^ - ttu-ir.tdl.org

85

rules, more shy and timid, more tense and frustrated,

and more anxious than those individuals v/ho were

perceived by teachers as well adjusted.

As shovm by Table 13, teacher ratings were also

related to reading achievement in a negative

relationship at the five percent level of confidence.

Thus, those retarded individuals who were perceived by

their teachers as better adjusted had higher achievement

in language-reading, as measured by the Stanford

Achievement Test.

It may be recalled that the reviev/ of research

literature indicated that measures of personality or

social adjustment by ratings often resulted in a

generalized "halo effect" (Hallv/orth, 1961, 1964a,

1964b). Thus, a rater usually rated his perceptions of

another individual in terms of personality factors that

were of concern to him in his relationship v/ith the

individual he was rating. The findings of the present

study with educable retarded individuals seemed related

to the above considerations. Those retarded individuals

who were rated as v/ell adjusted socially v/ere

individuals v/ho were more obedient, rule-bound, socially

bold, unfrustrated and less anxious on the HSPQ. Social

adjustment for these individuals was perceived by

teachers as related to obeying and following the rules,

as v/ell as not being tense and anxious. Those

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86

TABLE 13

Corre la t ion of Teacher Ratings

with Achievement

n t ^ T K p T X * * * — w — l » < i l i lailiiimii mil •!! • ! • iiiin wwi | i . i.wil—iWwiai iii« •P*lMi]i iHMliii in

Variable

18 Reading Achievement - .284 .05

• >«y.p^.^y»^a..^-tip»^^—M—.^—.,f^^f^-^MM,«Mr..-»fi.|f.«*»'^i^^*MM»i^

Page 96: JM^^ - ttu-ir.tdl.org

87

individuals who were aggressive and expedient, as well

as anxious and frustrated, were not perceived as well

adjusted in social relationships. This finding was

somev/hat related to studies of employers' perceptions

of retarded employees in which a cooperative attitude

was stressed. However, employers also perceived self-

confidence as an important characteristic. Neither

confidence nor emotional stability was stressed by the

teachers in the present study.

Socio-economic Status — ^ — . — _ • - --•^. i f w Mil inri •••niBniLii iw m

No statistically significant correlations were

found betv/een the socio-economic status of the retarded

individuals and their personality characteristics.

Thus, for the educable retarded individuals in this

study, socio-economic background factors had no

relationship to personality adjustment, as measured by

the HSPQ. This corresponds to the previous findings of

this study as analyzed by t-tests betv/een differing

socio-economic groups of retarded individuals. It will

be recalled that no statistically significant differences

in personality v/ere found through the t~test analysis.

Several investigators found significant relation­

ships betv/een personality adjustment and socio-economic

status in studies of persons with "normal" intellectual

ability (Frierson, 1965; Mitchell, 1957; Rainwater, 1956;

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88

Sev/ell, 1961). However, no such relationships were

found in the present study with educable mentally

retarded individuals. Thus, socio-economic level did

not relate to variances in personality characteristics

of retardates in the present study.

Intellectual Ability

Intellectual ability v/as measured in this study

by the WISC, v/hich yielded three types of scores;

verbal intellectual ability, performance intellectual

ability and total intellectual ability. The latter score

was obtained by combining the verbal and performance

measures of intelligence. The verbal intellectual

variable did not correlate significantly with any of

the personality dimensions measured by the HSPQ. The

performance intellectual variable, on the other hand,

did correlate negatively v/ith Factor J on the HSPg at

the five percent level of confidence, as shov/n by Table

14. Thus, those educable retsirded individuals that

scored higher on performance intelligence were more

vigorous, zestful and given to action as compared to

the retarded individuals v/ho scored lower in performance

intelligence. The lov/er scoring individuals on this

variable tended to be more doubting and internally

restrained.

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89

TABLE 14

Correlation of Performance Intelligence

with Personality

Personality Factor

^t^'^Mamatmrnmcaacm

J Vigorous vs. Doubting -.293 .05

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90

The total score intelligence variable as measured

by the WISC did not correlate significantly v/ith any of

the personality dimensions of the HSPQ. However, the

total score variable did correlate significantly with

arithmetic achievement in a positive manner, as

indicated by Table 15.

The correlation of total intelligence with

achievement, as shov/n by Table 15, indicated that those

retarded individuals who scored higher on overall

intelligence also tended to score higher in arithmetic

achievement, as measured by the Stanford Achievement

Test. The retarded individual's general intellectual

ability, therefore, seemed related to his higher score

on the arithmetic achievement test. This finding did

not appear to apply to the retarded individual's

ability to score higher in reading-language achievement,

however, since intelligence and language achievement

variables were not significantly correlated. Thus,

language-reading achievement in this study with educable

retarded individuals v/as not associated v/ith measured

intellectual ability.

Sex Differences in Personality

Three correlations v/ere significantly related to

sex differences and personality adjustment, as shov/n by

Table 16. HSPQ Factor I v/as positively correlated at

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PTPfPfPfPfPfPfPffi

TABLE 15

Correlation of Total Intelligence

with Achievement

Variable

91

19 Arithmetic Achievement .277 .05

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TABLE 16

Correlation of Sex v/ith Personality

Personality Factor

92

I Tough- vs. Tender-minded .459 .01

Qp Group-dependent vs. " Self-sufficient -.297 .05

Nu Neuroticism -.402 .01

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93

the one percent level of confidence. Factor Qp was

negatively related at the five percent level and the

neuroticism factor v/as negatively related at the one

percent level of confidence. This indicated that the "

educable retarded females in the study v/ere more

tender-minded, sensitive, dependent, overprotected and

group-dependent, as well as less neurotic than the

retarded males. Or, to state this finding differently,

the retarded males in the study v/ere more tough-minded

and self-reliant, more self-sufficient and more neurotic

than the retarded females.

Grade Level

The grade level of the educable retarded pupils in

the study v/as correlated with one personality factor.

Factor F, as indicated by Table 17.

The correlation between personality Factor F and

grade level, as shov/n in Table 17, v/as negative at the

five percent level of confidence. Thus, the higher the

grade level of the retarded individual, the more serious

and taciturn he tended to be. On the other hand, those

retarded individuals at the lower grade levels were

more happy-go-lucky, impulsively lively and enthusiastic.

Grade level v/as also positively related to the age of

the retarded individual, as might be expected.

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TABLE 17

Correlation of Grade Level with

Personality and Age Variables

Variable

94

rOHlMliiWi'li i w l — • — — I ^ M I I M H IIWI l i — l w i i w l — l i i — i B ^ w >| II ij • — • ! iiM

6 F-Sober vs. Enthusiastic -.278 .05

26 Age ,879 .01

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95

Race

The race of the retarded individuals in the study

was related to personality Factors B and G on the HSPQ

as shown by Table 18. The correlations of personality

factors with race were positive, with B at the one

percent level of confidence, and G at the 5 percent

level of confidence. Thus, the Negro educable mentally

retarded individuals tended to score relatively higher

on Factor B, which is considered a measure of "common

sense" or abstract thinking ability. Negro retarded

individuals also tended to be more conscientious and

rule-bound than the White retarded individuals.

Correlations v/ere also found betv/een race and socio­

economic status level at the 5 percent level of

confidence. Thus, the Negro retarded individuals

tended to be found in the lov/er socio-economic status

level, as compared v/ith the White individuals.

Factor Anal.ysis

Factor analysis was utilized to further analyze

the interrelationships of the personality, social,

achievement, socio-economic and background variables

of the study. The complexity of the intercorrelations

was thereby reduced to a meaningful set of common

factors. The 29 variables considered in this study

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Wv f^v f^v f^v

TABLE 18

Correlation of Race with Personality

and Status Variables

Variable

2 B-Intelligence

7 6-Expedient vs. Conscientious

21 Socio-economic Status

96

W«iCua-uiC'OMCCAM

.360

.309

.305

.01

.05

.05

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97

clustered to form 10 factors, which accounted for

97.035 percent of the variance. The variables and

factor loadings for each of the 10 factors from the

promax solution are presented in Table 19.

General descriptive names v/ere selected for each

of the 10 factors on the basis of the nature of the

loadings, the nature of the variance and the nature of

the variables clustered within the factor. Each factor

was discussed in order of appearance in Table 19 and in

descending order of the amount of variance represented

by the factor.

Factor 1 was considered ANXIETY and accounted for

31.219 percent of the total variance. This factor v/as

composed entirely of personality characteristics from

tiie HSPQ, Of the 10 HSPQ variables contained in this

factor, seven were identical to those related by Cattell

(Cattell Si Beloff, 1962) to the broad second order

personality dimension of anxiety. Thus, as v/ith

"normal" individuals of average intelligence, anxiety

was an important broad personality dimension for the «

educable retarded adolescents of this study. The HSPQ

factors of ego weakness (C), high ergic tension (Q.),

constitutional timidity (H), excitability (D), guilt

proneness (0), and poor self-sentiment control (Qv),

contributed to the anxiety factor. Hov/ever, Factor 1

also contained the additional personality dimensions of

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TABLE 19

Variables and Loadings for

Ten Extracted Factors

98

Mjiwi c»fci-<.iwn»

mutaumttrnt^m

Variable Loading

Factor 1

16 Anxious (HSPQ)

4 D - Excitable, Overactive (HSPQ)

14 QK- Tense, Frustrated, Overv/rought (HSPQ)

13 Q3- Undisciplined Self-Conflict (HSPQ)

3 C - Emotionally Less Stable (HSPQ)

11 0 - Apprehensive, Depressive (HSPQ)

6 F - Enthusiastic, Impulsively Lively (HSPQ)

17 Neurotic (HSPQ)

9 I - Tender-Minded, Dependent (HSPQ)

8 H - Shy, Timid (HSPQ)

Factor 2

15 Introverted (HSPQ)

1 A - Reserved, Detached (HSPQ)

6 F - Serious, Taciturn (KSPQ)

10 J - Doubting, Obstructive, Restrained (HSPQ)

17 Neurotic (HSPQ)

8 H - Shy, Timid (HSPQ)

.885

.673

.498

-.458

-.373

.359

.321

.239

.237

-.236

-.816

-.667

-.590

.284

.278

-,212

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TABLE 19—Continued

99

'Ti'rnriT^' w r r f nff —fiitt

Variable Loading

Factor 3

24 Higher Performance IQ (WISC) ,858

25 Higher Total IQ (WISC) .11"^

23 Higher Verbal IQ (WISC) .337

10 J - Vigorous, Zestful (HSPQ) -,288

18 Lower Language-Reading Achievement (SAT) -.206

Factor 4

22 Lov/er Socio-Economic Sta tus Level

21 Lov/er Socio-Economic Sta tus

23 Lov/er Verbal IQ (WISC)

24 Higher Performance IQ (WISC)

29 Negro Race

.915

.905

>,280

.227

.215

Factor 5

28

26

13

14

Lov/er Grade Level

Lower Age Level

Q^- Undisciplined Self-Conflict (HSPQ)

Q. - Relaxed, Unfrustrated, Torpid (HSPQ)

-.863

".820

-.234

'.229

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TABLE 19—Continued

100

mammtmmmats>>t.jmm

Variable Loading

Factor 6

Neurotic (HSPQ)

E - Obedient, Conforming (HSPQ)

F - Serious, Taciturn (HSPQ)

Male Sex

0 - Apprehensive, Depressive (HSPQ)

Introverted (HSPQ)

G - Conscientious, Rule-Bound (HSPQ)

J - Vigorous, Zestful (HSPQ)

Factor 7

Female Sex

1 - Tender-Minded, Dependent (HSPQ)

Q2- Group-Dependent, A "Joiner" (HSPQ)

D - Phlegmatic, Inactive, Stodgy (HSPQ)

Less Neurotic (HSPQ)

Factor 8

17

5

6

Zl

4

15

7

10

Zl

9

12

. 4

17

2

1

29

B - Less Intelligence (HSPQ)

A - Outgoing (HSPQ)

V/hite Race

.852

-.534

-.406

-.354

.269

-.267

.224

-.205

.846

.561

-./ OO

-.317

'.294

-.636

.415

-.411

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101

TABLE 19—Continued

Variable Loading

7 G - Expedient, Evades Rules (HSPQ) -.329

23 Lower Verbal IQ (WISC) -.284

Factor 9

18 Higher Language-Reading Achievement (SAT) .709

19 Higher Arithmetic Achievement (SAT) .552

3 C - Emotionally Less Stable (HSPQ) -.272

23 Higher Verbal IQ (WISC) .268

24 Lower Performance IQ (WISC) -.232

Factor 10

11 0 - Apprehensive, Depressive (HSPQ) ,649

3 C - Emotionally Less Stable (HSPQ) -.322

12 Q2- Group-Dependent, A "Joiner" (HSPQ) -,306

8 H - Shy, Timid (HSPQ) -.304

16 Anxious (HSPQ) .239

»''a»L<wi»*M*w!^

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102

F and I. These personality variables did not contribute

to the anxiety of the "normal" individuals of Cattell«s

studies. Thus, the general anxiety of the educable

retarded individuals differed from that of the average

individual in that this anxiety v/as characterized by

impulsiveness (F) and over-sensitivity (I), It appeared

that the anxious retarded individual of this study could

be described as impulsive, overactive, overv/rought,

follov/ing his own urges, easily upset, v/orrying,

oversensitive and timid. These personality dynamics

seemed related to a type of anxiety that v/ould result

in the retarded individual engaging in "acting out"

behavior.

Factor 2 was interpreted as INTRAVERSION and, for

the retarded individual, v/as characterized by an

unwillingness to act. This factor accounted for 22,178

percent of the total variance and v/as also composed

entirely of HSPQ personality dimensions. An intraversion

factor was also found by Cattell in his analysis of the

HSPQ personality dimensions of individuals v/ith average

intelligence. As with "normal" persons, intraversion

was composed of the personality dimensions of reserved

(A), taciturn (F), and shyness (H). The retarded

individual differed from the "normal" person studied

by Cattell, in that self-sufficiency (Q2) was not

related to the retardate extraversion factor. Also,

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103

the additional personality characteristics of

unv/illingness to act, internal restraint, being

obstructive and doubting (J) were characteristics of the

retarded individuals, but not the individuals Cattell

studied. Thus, the intraverted retarded adolescent of

this study differed from the person of average intelligence

in that he was internally restrained and unv/illing to

act. The intraversion resulted in a lack of willingness

to act on something. As v/ith other intraverted persons,

his interests were also directed inv/ard and he was

reserved, shy and taciturn.

Factor 3 v/as identified as INTELLIGENCE and

accounted for 13.760 percent of the total variance.

This factor v/as highly loaded with the Performance IQ

and Total IQ variables, v/hile only slightly loaded

with the Verbal IQ variable, HSPQ personality variable

J also contributed to the intelligence factor. Thus,

being vigorous, zestful and active, v/as associated with

a relatively higher intellectual functioning for the

retarded individual. The Language-reading Achievement

variable also loaded in a negative fashion on the

intelligence factor. Tlius, a lov/er reading achievement

level v;as associated v/ith higher intelligence.

Factor 4 was identifiea as SOCIO-ECONOMIC STATUS

and accounted for 9.151 percent of the total variance.

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104

Both socio-economic status variables loaded heavily on

this factor, A higher Performance intelligence v/as

associated with this factor, while Verbal intelligence

was negatively related. Thus, the educable retarded

of the lov/er socio-economic status in this study had

higher Performance intellectual ability and lov/er

Verbal intellectual ability. The variable of Race also

loaded on this factor and indicated that the Negro

retarded were associated with the lov/er socio-economic

status level. Although intellectual variables loaded

on the socio-economic status factor, no personality

variables were associated v/ith the factor. Thus, the

relative intellectual ability of the retarded individuals

appeared to be associated more with socio-economic

status than personality adjustment variables.

Factor 5 was interpreted as MATURITY and accounted

for 6,191 percent of the variance. Grade level and age

level loaded heavily on this factor. Factor 5 v/as also

composed of the HSPQ personality dimensions Q^ and Q. .

Thus, the retarded individual's self-concept control (Q^)

and the degree of tension present (Q.) were related to

his overall maturity. The less mature individuals

follov/ed their own urges, were careless of protocol,

were more undisciplined, were less frustrated and were

more relaxed than the more mature persons, according to

their HSPQ scores. On the other hand, the older more

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105

mature retarded individuals tended to be controlled and

socially precise, as v/ell as tense and frustrated.

Factor 6 was identified as NEUROTICISM. The factor

correlation matrix indicated that Factors 1 (Anxiety),

2 (Intraversion) and 6 (Neuroticism) were each related

to the other. The factor intercorrelations ranged from

,409 to ,510 for these factors, Hov/ever, the Neuroticism

factor accounted for only 5.666 percent of the total

variance, while Factors 1 and 2 accounted for a total

of 53.397 percent of the variance. Thus, neuroticism

seemed much less important than anxiety and intraversion

in the personality functioning of the retarded individuals

of the present study. It appeared, therefore, that the

anxiety experienced by the educable retarded individuals

of this study v/as not a neurotic type of anxiety.

Instead, it v/as a situational or realistic type of

anxiety, according to Cattell's (1962) definition of

anxiety as measured by the HSPQ.

Cattell (Cattell & Beloff, 1962) indicated that

the HSPQ dimensions of conformity (E) and seriousness

(F) contributed to the broad personality dimension of

neuroticism. These dimensions, as well as apprehensive-

ness (0), were found associated v/ith Factor 6 in the

present study. In addition to the personality dimensions

typically associated with neuroticism. superego strength

(G) was also loaded on Factor 6, Thus, neurotic educable

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106

retarded individuals also tended to be rule-bound and

staid. The variable of sex v/as also associated with

Factor 6. Neuroticism tended to be associated more

v/ith the retarded males than the retarded females.

Factor 7 v/as interpreted as a SEX factor v/hich

v/as characterized by dependency versus self-sufficiency.

This factor accounted for 3.20.9 percent of the total

vau iance and indicated that the sex of the retarded

individual was related to his personality functioning.

The HSPQ personality dimensions of tough-mindedness

versus tender-mindedness (I), group-dependence (Qp),

excitability versus phlegmatic (D), and neuroticism v/ere

associated with Factor 7. Thus, educable retarded

females v/ere more tender-minded, dependent, overprotected,

group-dependent, phlegmatic and inactive, as well as less

neurotic than the males. On the other hand, the males

v/ere more tough-minded, self-reliant, self=sufficient,

excitable, active and neurotic than the females.

Factor 8 v/as interpreted as COI#ION SENSE and

accounted for 2.450 percent of the total variance.

This factor v/as unrelated to the Intelligence factor

(Factor 3), since the tv/o factors intercorrelated at

only .168. HSPQ personality dimension B v/as the

variable v/ith the highest loading on this factor.

HSPQ dimension B may be considered a measure of "common

sense" thinking ability. HSPQ dimensions A and G also

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107

contributed to this factor. Thus, higher common sense

was associated v/ith being more reserved and rule-bound,

as compared to the retarded persons with lower common

sense. Verbal intelligence also contributed to this

factor. Race v/as associated with the common sense

factor, indicating that those retarded individuals v/ith

a higher level of common sense v/ere found in the Negro

race. Thus, Factor 8 indicated that common sense, for

retarded individuals, v/as associated v/ith being

conscientious, reserved and v/as somev/hat associated

with higher Verbal intelligence.

Factor 9 v/as identified as ACADEMIC ACHIEVElffiNT

and accounted for only 2.068 percent of the total

variance. Thus, academic achievement v/as of relatively

little importance for the functioning of these educable

retarded individuals as compared to the personality,

intelligence and socio-economic variables of the study.

Both Language-reading and Arithmetic Achievement loaded

highly on this factor. Verbal intellectual ability

contributed positively to the Achievement factor, v/hile

performance intelligence on the WISC v/as negatively

associated. Thus, higher Verbal intelligence contributed

to the higher achievement level of the educable retarded

persons, v/hile performance intelligence had an opposite

relationship, HSPQ personality dimension C also was

related negatively. Thus, a lower level of emotional

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108

stability was associated v/ith higher academic achievement

for the retarded individuals.

Factor 10 was interpreted as APPREHENSIVENESS and

accounted for 1.143 percent of the total variance. This

factor v/as relatively independent of Factor 1 (Anxiety)

since the intercorrelation of the tv/o factors v/as low

(.288). Factor 10 was composed entirely of HSPQ

dimensions v/ith apprehensiveness (0) loading at the

highest level. Personality dimensions C, Qp, H and

Anxiety also clustered in this Factor. Apprehensiveness

was associated v/ith less emotional stability, group-

dependence, shyness and anxiety. It appeared, therefore,

that the behavioral functioning of the educable retarded

was characterized to a slight extent by a general

apprehensiveness. Although this is an independent

factor, it may have been related to the type of

situational or realistic anxiety (Factor 1) found

present to a great extent in the personality dynamics

of these individuals.

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CHAPTER V

SUMMARY, FINDINGS, CONCLUSIONS, IMPLICATIONS

AND RECOmENDATIONS

The purpose of this chapter was to summarize the

study briefly, to identify the findings and conclusions

derived from analysis of the data, to state implications

of the study and to recommend additional research and

investigation.

Summary of the Study

The basic problem of this study v/as to determine

if differences existed in emotional adjustment, social

adjustment and academic achievement between two groups

of educable mentally retarded adolescents of differing

socio-economic status levels. The relationships betv/een

the emotional, social, achievement and socio-economic

variables were also studied pursuant to the purposes of

the study.

The need for the study v/as based upon the current

focus of extensive attention on educational and

rehabilitation programming for the educable mentally

retarded. Review of research literature indicated a

need to better understand specific individual differences

in personality, achievement and socio-economic factors

that exist within the educable retarded group. More

109

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110

adequate rehabilitation programs might then be planned

that would enable mildly retarded individuals to become

contributing members of society.

Data for the study were obtained from responses to

five instruments, the High School Personality ' ~T~TTr—'-^—^rtiinriMiif T - I I I -^ I -<ir n r — ii i r i r t t i — I M M I H W I H W I — w n ^niiirflLMi

Questionnaire, the Stanford Achievement Test, the

Social Ad.iustment Rating Scale, the Wechsler Intelligence

Scale for Children and the Warner Index of Status

Characteristics. Existing personnel records v/ere also

utilized to obtain biographical data.

The subjects of the study v/ere 60 educable mentally

retarded adolescents randomly selected from special

education classes. The subjects were equally divided

between upper and lower socio-economic status levels.

The data obtained from the subjects v/as analyzed

statistically through the use of computer programs

that yielded descriptive statistics, t-tests betv/een

groups, correlations among variables and factor analysis.

The hypotheses underlying the study v/ere:

1. There are no differences between the lower

socio-economic level and upper socio-economic level

mentally retarded groups on any of the 14 personality

dimensions of the High School Personality_Q:u^Mionnaire.

2. There are no differences between upper socio­

economic level and lower socio-economic level groups in

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Ill

academic achievement reading level as shown by scores

on the Stanford Achievement Test.

3. There are no differences between upper socio­

economic level and lov/er socio-economic level groups on

teacher ratings of student social adjustment.

Findings of the Study

1. The data revealed that no statistically

significant differences existed at the minimum 5

percent level of confidence betv/een the upper socio­

economic status group and the lov/er socio-economic

status group, on any of the 14 personality dimensions

of the HSPQ. Significant differences were also not

found between the two socio-economic groups on the

broader second order personality dimensions of

Extraversion, Anxiety and Neuroticism on the HSPQ.

2. The data indicated that no statistically

significant differences existed at the minimum 5

percent level of confidence between the upper and lov/er

socio-economic status groups in language-reading ability,

as measured by the Stanford Achievement Test.

3. The data indicated that no statistically

significant differences in teacher ratings of pupil

social adjustment existed at the minimum 5 percent

level of confidence between the two socio-economic

groups of retarded individuals.

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112

4. An additional finding was the existence of nine

significantly different personality characteristics out

of 14 between the 60 educable mentally retarded subjects

of the study and an HSPQ norm group. The educable

retarded individuals scored higher on HSPQ Factors C

(Emotional Stability), H (Social Inhibition), I (Depen­

dency) and J (Internal Restraint) in comparison with the

norm group. The retarded individuals scored lower on

Factors B (Intelligence), 0 (Placid), E (Submissiveness),

F (Taciturn) and Q. (Unfrustrated). The data revealed

no significant differences betv/een the retarded and

norm group individuals on HSPQ Factors A (Outgoingness),

D (Excitability), G (Conscientiousness), Qp (Self-

Sufficiency) and Q^ (Self-Concept Control).

5. The data indicated that teacher ratings of

pupil social adjustment were significantly correlated

with five of the 17 personality dimensions of the

HSPQ. The retardates that received higher teacher

ratings, scored lower on HSPQ Factors E (Obedient,

Conforming), Q, (Relaxed, Unfrustrated) and A

(Anxiety). They scored higher on Factors G

(Conscientious, Rule-Bound) and H (Socially Bold),

6. Factor analysis extracted 10 factors v/hich

accounted for 97.035 percent of the total variance.

The 10 factors were: Anxiety, Intraversion,

Intelligence, Socio-economic status. Maturity,

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113

Neuroticism, Sex, Common Sense, Academic Achievement

and Apprehensiveness.

Anxiety and Introversion v/ere revealed as important

broad personality dimensions for the educable retarded

adolescents of the study and accounted for a total of

53 percent of the variance on the factor analysis.

HSPQ personality dimensions F and I loaded on the

Anxiety factor and indicated that retardate anxiety

was characterized by Impulsiveness (F) and Over-

Sensitivity (I). HSPQ Factor J (Internally Restrained)

loaded on the Intraversion factor, in addition to HSPQ

factors that loaded on Intraversion in previous studies.

Conclusions from the Study — — W W i a . M — i l | f c B . M a M ) l i . — • — . Iiai—III • lllimlB laWgm—IIBI^WT—W»TMWl«ITlM«nTW

On the basis of the findings of this study, the

follov/ing conclusions were drav/n:

1. Personality adjustment differences v/ere not

revealed betv/een the upper and lov/er socio-economic

status groups of educable mentally retarded. The first

null hypothesis of the study v/as, therefore, sustained.

2. Reading achievement differences v/ere not

revealed betv/een the upper and lower socio-economic

status groups of mentally retarded. Thus, the second

null hypothesis v/as sustained,

3. Teachers' ratings indicated that they did not

tend to perceive differences in social adjustment

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114

between the upper and lower socio-economic groups of

retarded. Therefore, the third null hypothesis v/as

sustained,

4. Differences in personality adjustment existed

between educable mentally retarded adolescents and

"normal" individuals of average intellectual ability.

The retarded individuals of this study had personality

test scores indicating that they tended to be more

emotionally stable and self-assured than the average

individual, and less apprehensive and frustrated as

well. The retarded individuals also had personality

test scores indicating that they tended to be more

over-protected, dependent, obstructive and internally

restrained than the average individual.

5. The manner in v/hich teachers perceived the

retarded was associated v/ith the retarded individual's

personality characteristics. Individuals v/ho had

personality test scores indicating they were obedient,

conforming, conscientious and rule-bound v/ere rated

more favorable than if they were assertive, expedient

and shy. Teachers also rated individuals v/ho tended

to be anxious and frustrated as poorly adjusted

socially. Teacher perceptions of the menteOLly retarded

individuals may have been influenced by a "halo effect"

as is often true with "normal" individuals.

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115

6. The general behavioral dynamics of the retarded

individuals v/ere characterized to a considerable extent

by intraversion and anxiety. Their personality test

scores indicated that they tended to be reserved,

taciturn, obstructive, doubting, internally restrained

and unwilling to act. A situational or realistic type

of anxiety v/as also present. The anxiety differed from

that of a "normal" person in that it was characterized

by apprehensiveness, impulsivity and possibly "acting

out" behavior, as indicated by personality test scores.

Implications of the Study T - • T' - i r T i - | I n--I iiTr—|- ii- im w i f TI mi iii <i iw n •!!! iiii m m lulfB

On the basis of the findings and conclusions of

this study, the follov/ing implications were drawn for

educational and rehabilitation programming for the

educable mentally retarded:

1. It may not be profitable for educational and

rehabilitation programs to differentiate between socio­

economic status levels of educable retarded for purposes

of diagnostic program planning. Socio-economic status

did not appear to be a basis of important personality

and achievement differences betv/een retarded individuals.

2. Special class placement may result in the

development of such personality characteristics as

over«protectedness and dependency. It may also result

in a better overall emotional adjustment, however, than

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116

v/hen the educable retarded are left in regular classroom

situations. Rehabilitation programs and educational

curricula should consist of some real-life experiences

in order to encourage self-reliance and discourage the

over-protectedness and dependency that v/as observed in

the present study.

3. Situational anxiety should be recognized as

an underlying motivational dynamic in the behavior of

retarded individuals, and educational and rehabilitation

planning should be appropriately related. The anxiety

is a type that could be utilized in programming to

provide motivation for learning.

4. Teachers should be trained to recognize the

importance of such personality characteristics as

confidence and emotional stability if the retarded are

to be adequately prepared for self-sufficiency and

employment. These personality characteristics are in

addition to such characteristics as conformity and

following rules v/hich the teachers in this study seemed

to perceive as most important.

Recommendations for Further Study

1. A study similar to this one should be made with

a sample from a different geographic area and having a

different socio-economic strata.

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117

2, A similar study should be made utilizing a

different type of personality test to determine if

instruments other than those used are more sensitive

to differences in personality adjustment betv/een

socio-economic status.

3. A study should be made of personality

adjustment differences betv/een educable mentally

retarded individuals who fail in on-the-job training

in special education and those v/ho succeed.

4. Further study should be made of the

dependency and overprotectedness syndrome of the

educable retarded by utilizing a test instrument

designed for such a purpose,

5, A study utilizing experimental and control

groups is needed to investigate attempts at treating

educable mentally retarded obstructiveness and

dependency through diagnostically based curricula.

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APPENDIX

A. Procedure for Computing the Warner Index of Status Characteristics

B. Social Adjustment Rating Scale

127

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128

APPENDIX A: PROCEDURE IX)R COMPUTING THE WARNER IWDEX

OF STATUS CHARACTERISTICS

Scales for Making Primary Ratings

of Four Status Characteristics

Status Characteristic Definition and Rating

Occupation

1. Professionals and proprietors of large businesses.

2. Semi-professionals and smaller officials of

large businesses.

3. Clerks and kindred workers

4. Skilled workers

5. Proprietors of small businesses

6. Semi-skilled workers

7. Unskilled workers

Source of Income

1, Inhe r i t ed v/ealth

2 , Earned v/ealth

3 , P r o f i t s and fees

4, Salary

5, V/ages

6, Private relief

7, Public relief and non-respectable income

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129

APPENDIX A—Continued

n.32=r-x=gaBiyaw^wi ii^wmig. I • ^^wa^rtTjif Mi»r»ijiiiLwiis<weji»i»'<^^i<r. >-: ._- u -"! rst-uc^vers^nnKAxnm

!*^'*«''»i***fc''^^*^tw*«<"*^wwMW*HWWMi»»*»*i—paiw<M<Mca»«%M.^i?t.'^ww^Mw«wwc " '^ • • - * -<-i -t-'/ -^-amimiL, w iwaMcaaB—MWcai^Mi—B—*W»3B^

Status Characteristic Definition and Rating

House Type

1. Excellent houses

2. Very good houses

3. Good houses

4. Average houses

5. Fair houses

6. Poor houses

7. Very poor houses

Dwelling Area

1. Very high

2. High; Better suburbs and apartment house areas

3. Above average; Areas in good condition

4. Average; Residential neighborhoods, no

deterioration

5. Below average; Beginning to deteriorate

6. Lov/; Run-dov/n and serai-slum 7. Very low; Slum

•^JO t'K«^'^"*C-»«

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130

APPENDIX A—Continued • HMIll ni • K-1 Mini

Weights for Computation of Sta tus Cha rac t e r i s t i c

nr-TT—1 tirMirr—nnrmTm I m I HIIIBI I>I I tm -IBIIHH —n^^i'w —<•—in—iMiiin.^inii i i i Hi iinn

<f'<''i'tmmmmm'mtummtammmmMrim--»m»~mrMWim»n»iittn.itam^tc0mmma^Mmtttummmmmomm0mmta»»amomml^

Sta tus C h a r a c t e r i s t i c V/eight

ieiKa^vmttmirwmmmm«uanfmucmm^mam'miatm»mmmm»txxiiBMKmcm^mitmmu9^mammmmmm*B»mmmmt^^

Occupation . . . . . . . . . . . 4

Source of Income . . . . 3

House Type , . 3

Dv/eiling Area . . . . . . 2

Socio-economic Class Categories

• r>iini»fii nw

•III • II wi iHnillfl »ia III Hill iilii iiiwiiii nil irn iiHiia—iMit^wiiifiMinHi iwx— —mwij •npwn •—l*<n i — i w i ii i»——•»••—iiiiiMmwiiiii——mam iw mm I • iiii

Category Weighted Total Score

»i^BrtiPBr^mtm»imrK9iomm0mmmmmtmmim9m9mmic*i'^titammmmmmimmmmtm0mKami=*i,ti

Upper-class . . . . . . . . . . . . . 12 to 22

Upper-middle-class 25 to 33

Lov/er-raiddle-class . . . . . . . . . . 38 to 50

Upper-lov/er-class 54 to 62

Lower-lov/er-class . 67 to 80

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131

APPEin)IX B: SOCIAL ADJUSTMENT RATING SCALE

Please rate your opinion of each student's overall

social adjustment.

In this instance social adjustment is defined as

the student's ability to "get along" v/ith other persons

and his degree of self-confidence, maturity and

enthusiasm in dealing v/ith classroom situations.

Rate him on the scale of (choose one):

Well Adjusted Questionable . . . Poorly Adjusted

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