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Essentials of WISC-V Assessment

Dawn P. Flanagan

Vincent C. Alfonso

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Recently, each of us lost the second of the two most enduring mentors in our lives: our parents. We dedicate this book to them—Frank and Maryann Flanagan and Alfred and Mary Alfonso—for their unwavering belief in our capabilities, acceptance and support of our endeavors, and unconditional love.

We also dedicate this book to those who have mentored us in our professional lives, some who have come and gone but will never be forgotten, and some who remain in the wings, always willing to lend support and offer advice—we have benefited from and thank you for your wisdom and guidance.

And finally, we dedicate this book to all practitioners who use the WISC-V in a manner in which David Wechsler intended—that is, not only to understand the unique pattern of a child or adolescent's strengths and weaknesses, but to use that pattern to help him or her “act purposefully, think rationally and deal effectively with [his or her] environment (Wechsler, 1958, p. 7).”

Acknowledgments

We acknowledge several people for their special and extraordinary contributions. We express our deepest appreciation to Tisha Rossi, Mary Ellen Schutz, Pam Suwinsky, Diane Turso, and Justin Frahm for supporting us through the publication process and for ensuring the quality of this book. We are also particularly grateful to Joel Schneider for contributing his expertise in writing Chapter 1; to George McCloskey, Jamie Slonim, Robert Whitaker, Samantha Kaufman, and Naoko Nagoshi for providing Chapter 6, on the use of the WISC-V in neuropsychological evaluation; to Samuel Ortiz, Kristan Melo, and Meghan Terzulli for providing Chapter 9, on assessing culturally and linguistically diverse individuals with the WISC-V; to Carlea Dries, Ron Dumont, and Kathleen Viezel for providing Chapter 10, on the WISC-V and Q-Interactive; and to Erin McDonough, who provided in Chapter 8 the case study that was used to demonstrate our interpretive method and approach to SLD identification and who provided us with valuable insight into the nuances of WISC-V interpretation based on her experience and clinical acumen.

We also thank Emma Hettrich, Caitlyn Hynes, Jennifer Mascolo, Carly Meyer, Kathleen Palma, Jaime Seaburg, John Willis, and Noelle Winter for their reviews of several chapters several times! In addition, we appreciate the tenacious efforts of Ou Zhang and Andrea Olson from Pearson, who provided us with norms and critical values for the clinical composites included in Appendix B; Gail Cheramie, Jamie Chaffin, and Robert Lichtenstein, who provided illustrative case studies in Appendix C; and Marlene Sotelo-Dynega, who compiled the WISC-V task characteristics found in Appendix F.

Finally, we recognize the contributions of our longtime colleague and friend, Samuel Ortiz, who spent countless hours incorporating new WISC-V components into X-BASS based on the interpretive method we espoused in this volume; Susie Engi Raiford, our new colleague, who supported our work from the beginning, carefully edited multiple chapters, and wrote the Foreword to this volume; and Alan Kaufman, our ­longtime mentor who taught us to test intelligently and who wrote the Epilogue to this volume.

Series Preface

In the Essentials of Psychological Assessment series, we have attempted to provide the reader with books that will deliver key practical information in the most efficient and accessible style. The series features instruments in a variety of domains, such as cognition, personality, education, and neuropsychology. For the experienced clinician, books in the series offer a concise yet thorough way to master utilization of the continuously evolving supply of new and revised instruments as well as a convenient method for keeping up to date on the tried-and-true measures. The novice will find here a prioritized assembly of all the information and techniques that one must have at one's fingertips to begin the complicated process of individual psychological assessment and diagnosis.

Wherever feasible, visual shortcuts to highlight key points are utilized alongside systematic, step-by-step guidelines. Chapters are focused and succinct. Topics are targeted for an easy understanding of the essentials of administration, scoring, interpretation, and clinical application. Theory and research are continually woven into the fabric of each book but always to enhance clinical inference, never to sidetrack or overwhelm. We have long been advocates of what has been called “intelligent testing”: the notion that a profile of test scores is meaningless unless it is brought to life by the clinical observations and astute detective work of knowledgeable examiners. Test profiles must be used to make a difference in the child's or adult's life, or why bother to test? We want this series to help our readers become the best intelligent testers they can be.

In Essentials of WISC-V Assessment, Dawn Flanagan and Vincent Alfonso provide practitioners with a complete, step-by-step approach to administering, scoring, and interpreting the most widely used intelligence test in the world: the WISC-V. Each chapter is chock-full of practical tips that make assessment of cognitive functions with the WISC-V efficient and informative. In addition, interpretation of the WISC-V is linked to X-BASS and applied to a case study in a step-by-step approach, highlighting the WISC-V in the identification of specific learning disabilities. This volume also includes chapters on use and­ interpretation of the WISC-V in neuropsychological evaluation, use of the WISC-V in the assessment of culturally and linguistically diverse individuals, and how to administer and score the WISC-V on Q-Interactive. All told, Flanagan and Alfonso deliver a one-two knockout punch in this latest essentials volume.

Alan S. Kaufman and Nadeen L. Kaufman, Series Editors

University of Connecticut

Foreword

Susie Engi Raiford

In February 2015, the National Association of School Psychologists (NASP) held their first annual convention after the publication of the Wechsler Intelligence Scale for Children-Fifth Edition (WISC-V; Wechsler, 2014). The manuals and data were available, and many school districts had purchased the test. Drs. Dawn Flanagan and Vincent Alfonso were to give a talk about use of the WISC-V in the context of their cross-battery assessment (XBA) approach to interpretation.

I arrived late to a room with a capacity for 200 people. Every seat was full, and dozens of additional people stood in the back and sat crammed in the aisles on the floor. It was hot and crowded, but the room was buzzing with excitement and anticipation. Attendees delighted as Dawn and Vinny joked about the tight space and the fire code, but no attendees left and more hopefuls crowded around the door in the foyer. The school psychology field knew this was a big moment.

I sat quietly in the aisle, snapping pictures and awaiting their thoughts about use of the test that had been carefully and thoughtfully nurtured through a five-year revision process to publication. When you are involved in conceptualization and design of the WISC-V from beginning to end, you watch it take shape and pour your life into it on a daily basis. As its research director, you revise and write items, author the manuals, oversee data collection and scoring, ensure its technical integrity and quality, and help to launch and support it. The feeling is akin to bearing and raising a child, and NASP 2015 felt like the first day of kindergarten.

It was with good reason, then, that I was sitting on the edge of my metaphorical seat (since no real seats were available) awaiting their talk. XBA transcends individual instruments and focuses instead on comprehensively addressing referral questions (Flanagan, Ortiz, & Alfonso, 2013). However, XBA is highly relevant to the clinical utility of individual tests. The modern Wechsler scales are influenced by XBA and Dawn, Vinny, and colleagues' dual discrepancy/consistency pattern of strengths and weaknesses (PSW) method for learning disability identification (Flanagan, Alfonso, Mascolo, & Sotelo-Dynega, 2012). Using dialectical reasoning processes, the Wechsler theoretical framework of intelligence simultaneously considers these important works alongside other structural models of intellect, clinical utility evidence (e.g., clinical sensitivity, predictive validity, neuroscience), functional models of cognition (e.g., neuropsychological processing theory), and specific ability models (e.g., working memory). The Wechsler theoretical framework informs development to ensure each revision of the WISC is innovative, contemporary, and draws on the best that these different lines of inquiry have to offer.

Dawn, Vinny, and colleagues' collective writings also resonate with the modern Wechsler theoretical framework. They have sought in their own conceptualization of cognitive assessment to link and reconcile the same approaches to their own. For example, they have linked Cattell-Horn-Carroll with the Lurian and neuropsychological approaches (Flanagan, Alfonso, Ortiz, & Dynda, 2010) and have incorporated George McCloskey's neuropsychologically oriented process approach to psychoeducational evaluations (McCloskey, Hartz, & Slonim, 2016) into their own interpretive systems (Flanagan & Kaufman, 2005, 2009). Essentials of WISC-V Assessment features interpretation from the general to the specific in the spirit of Alan Kaufman's intelligent testing, beginning with global score selection (e.g., FSIQ, GAI, or NVI) and interpretation at the index score level. Their approach acknowledges that assessment is part science and part art: potentially clinically meaningful findings are investigated further. McCloskey's process approach (see Chapter 6) provides optional analyses that permit the test user to examine weaknesses through drilling down to the subtest and item level to examine the multiple processes involved in carrying out any WISC-V task.

Dawn and Vinny have the breadth and depth of knowledge and practicality that comes from devouring every article about assessment and test technical manual that was available and mentoring trainees and practitioners for decades. As a result, their thinking is steeped in psychometric knowledge and clinical utility, and seeks what will be useful in practice and clear to clinicians. Their approaches to interpretation of test results endeavor to link science to practice in ways that are understandable and useful. They don't just achieve this goal, they knock the ball out of the park. Their model is beautiful in its simplicity and sophistication; a masterpiece of practicality built on a strong theoretical foundation and psychometric excellence. Practitioners who follow their approach to comprehensive assessment and interpretation find it accessible and effective.

Research- and theory-based approaches to cognitive test interpretation now dominate the cognitive assessment scene (Kamphaus, Winsor, Rowe, Kim, & 2012), and they are here to stay. A systematic approach based firmly on research and theory helps us to make sense of the data we obtain so that we can explain assessment results to teachers and parents in a way that makes sense and that is defensible theoretically and empirically, and can help children to learn successfully. The sum total of human knowledge now doubles every 12 months and is projected soon to double every 12 hours (IBM, 2006). That knowledge is accessible to nearly everyone in the digital age, so teachers and parents expect answers that make sense and have scientific merit. Clinicians who approach test interpretation from sound underlying theoretical frameworks that stand up to psychometric investigations and are bolstered by neuroscience, such as the system presented in Essentials of WISC-V Assessment, are at a distinct advantage and are more likely to be able to help more children to learn effectively.

Remarkably, Dawn and Vinny don't rest on their laurels. They are keen to improve upon their methods. They seek criticism of their models and make refinements in response to new empirical findings. For example, Essentials of WISC-IV Assessment (Flanagan & Kaufman, 2005, 2009) recommended that if a 23-point discrepancy was present between the highest and lowest index scores, the FSIQ was to be considered invalid and should not be interpreted. Essentials of WISC-V Assessment marks a departure from this recommendation, in response to psychometric investigations demonstrating that such a discrepancy is quite common in both normative and clinical samples (Kaufman, Raiford, & Coalson, 2016; Orsini, 2014; Raiford & Coalson, 2014) and that cognitive ability composite scores show equal predictive validity in relation to achievement whether or not such a discrepancy is present between its component parts (Daniel, 2007, 2009). In response, Essentials of WISC-V Assessment features an updated interpretation approach to the WISC-V that relies on base rates to determine what is unusual, rather than using a cutoff of 23 points. Furthermore, the FSIQ is not considered invalid, but merely lacking sufficient detail to describe the child's abilities comprehensively.

Given their works' influence on the field in general and on the Wechsler theoretical framework in particular, it should come as no surprise that XBA, the dual-discrepancy PSW approach, and the modern WISC-V are highly compatible. The test was designed from the start to accommodate XBA and to complement cutting-edge achievement instruments such as the KTEA-3 (Kaufman & Kaufman, 2014) and the WIAT-III (Pearson, 2009) to optimize use within PSW approaches. When the WISC-V is administered with one of these measures, together they cover the major cognitive processes that have been shown to be important to learning and sensitive to learning problems and are necessary for PSW analyses (Breaux & Lichtenberger, 2016).

I held my breath as their presentation began. It quickly became apparent to me that they had detected the careful planning that went into the WISC-V. They discussed slide after slide that showed which WISC-V subtests and index scores would be appropriate measures of the constructs research had shown important to reading, math, and written expression skills. Their verdict? The new WISC-V has great utility within XBA. I looked around me at these school psychologists hanging on their every word and was overwhelmed with a sense of gratitude because Dawn and Vinny are helping clinicians to use the WISC-V well and impacting thousands of children by helping them to learn effectively. I exhaled as I remembered what I remind myself of on a daily basis: The test isn't my kid, it's for the kids. That's why we do what we do.

Because of the WISC-V's compatibility with XBA, this book provides interpretive assistance through a link with the XBA using the Cross-Battery Assessment Software System (X-BASS; Ortiz, Flanagan, & Alfonso, 2017). Administration and scoring are reviewed in depth in Chapters 2 and 3, with the helpful “Essentials” features and callout boxes that highlight important points to remember and provide strategies to avoid common errors. New clinical composites, exclusive analyses with the actual WISC-V standardization data, and a fresh approach to interpretation arm the reader with invaluable insights in the use and interpretation of the contemporary WISC-V.

References

  1. Breaux, K. C., & Lichtenberger, E. O. (2016). Essentials of KTEA-3 and WIAT-III assessment. Hoboken, NJ: Wiley.
  2. Daniel, M. H. (2007). “Scatter” and the construct validity of FSIQ: Comment on Fiorello et al. (2007). Applied Neuropsychology, 14(4), 291–295.
  3. Daniel, M. H. (2009). Subtest variability and the validity of WISC–IV composite scores. Blue ribbon paper presented at the annual meeting of the American Psychological Association, Toronto, Canada.
  4. Flanagan, D. P., & Kaufman, A. S. (2005). Essentials of WISC-IV assessment. Hoboken, NJ: Wiley.
  5. Flanagan, D. P., & Kaufman, A. S. (2009). Essentials of WISC-IV assessment (2nd ed). Hoboken, NJ: Wiley.
  6. Flanagan, D. P., Alfonso, V. C., Mascolo, J. T., & Sotelo-Dynega, M. (2012). Use of ability tests in the identification of specific learning disabilities within the context of an operational definition. In D. P. Flanagan & P. L. Harrison (Eds.), Contemporary intellectual assessment: Theories, tests, and issues (pp. 643–669). Hoboken, NJ: Wiley.
  7. Flanagan, D. P., Alfonso, V. C., Ortiz, S. O., & Dynda, A. M. (2010). Integrating cognitive assessment in school neuropsychological evaluations. In D. C. Miller (Ed.), Best practices in school neuropsychology: Guidelines for effective practice, assessment, and evidence-based intervention (pp. 101–140). Hoboken, NJ: Wiley.
  8. Flanagan, D., Ortiz, S. O., & Alfonso, V. C. (2013). Essentials of cross-battery assessment (3rd ed.). Hoboken, NJ: Wiley.
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  10. Kamphaus, R. W., Winsor, A. P., Rowe, E. W., & Kim, S. (2012). A history of intelligence test interpretation. In D. P. Flanagan & P. L. Harrison (Eds.), Contemporary intellectual assessment: Theories, tests, and issues (pp. 56–70). Hoboken, NJ: Wiley.
  11. Kaufman, A. S., & Kaufman, N. L. (2014). Kaufman test of educational achievement (3rd ed.). Bloomington, MN: NCS Pearson.
  12. Kaufman, A. S., Raiford, S. E., & Coalson, D. L. (2016). Intelligent testing with the WISC-V. Hoboken, NJ: Wiley.
  13. McCloskey, G., Hartz, E., & Slonim, J. (2016). Interpreting the WISC-V using George McCloskey's neuropsychological oriented process approach to psychoeducational evaluations. In A. S. Kaufman, S. E. Raiford, & D. L. Coalson (Authors), Intelligent testing with the WISC-V (pp. 493–548). Hoboken, NJ: Wiley.
  14. Orsini, A., Pezzuti, L., & Hulbert, S. (2014). The unitary ability of IQ in the WISC-IV and its computation. Personality and Individual Differences, 69, 173–175.
  15. Ortiz, S. O., Flanagan, D. P., & Alfonso, V. C. (2017). The cross-battery assessment software system, version 2.0 (X-BASS v2.0). Hoboken, NJ: Wiley.
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Susie Engi Raiford

June 25, 2016