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GCQXXX10.1177/0016986217752107Gifted Child QuarterlyHodges et al.

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Gifted Child Quarterly

A Meta-Analysis of Gifted and Talented


1­–28
© 2018 National Association for
Gifted Children
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DOI: 10.1177/0016986217752107
https://doi.org/10.1177/0016986217752107
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Jaret Hodges1†, Juliana Tay1†, Yukiko Maeda1, and Marcia Gentry 1

Abstract
Researchers consider the underrepresentation of Black, Hispanic, and Native American students is largely due to the use
of traditional methods of identification (i.e., IQ and standardized achievement tests). To address this concern, researchers
created novel nontraditional identification methods (e.g., nonverbal tests, student portfolios, affective checklists). This meta-
analysis of 54 studies, consisting of 85 effect sizes representing 191,287,563 students, provides evidence that nontraditional
identification methods, while able to narrow the proportional identification gap between underrepresented (Black, Hispanic,
and Native American) and represented (Asian and White American) populations, are still unable to address the issue of
education inequity. An overall risk ratio of 0.34 was calculated for nontraditional methods of identification in comparison
with a 0.27 risk ratio for traditional methods. While the nontraditional methods help identify more underrepresented
students as gifted, the results of this meta-analysis show that better identification methods are needed to address inequities
in identification.

Keywords
gifted, identification, equitability, testing, underrepresentation, Black, Hispanic, Native American

Lack of proportional representation of culturally, linguistically, opportunities to help them realize their potentials (Renzulli,
and economically diverse (CLED) students in gifted programs & Reis, 1991).
is a critical issue in education. The common conception of a Giftedness is defined by the National Association for
high-ability student as an excellent classroom student with high Gifted Children (NAGC) (n.d.) as:
grades and exceptional achievement on standardized tests
ignores the latent potential in students and considers only mani- Gifted individuals are those who demonstrate outstanding levels
fest abilities (Briggs, Reis, & Sullivan, 2008). High ability and of aptitude (defined as an exceptional ability to reason and learn)
potential masked by socioeconomic and cultural factors can go or competence (documented performance or achievement in top
undiscovered and underdeveloped (Briggs et al., 2008). 10% or rarer) in one or more domains. Domains include any
structured area of activity with its own symbol system (e.g.,
The lack of proportional representation of traditionally
mathematics, music, language) and/or set of sensorimotor skills
underrepresented groups in gifted programs within schools is (e.g., painting, dance, sports). (Para 5)
likely the result of the identification methods that fail to
accurately detect all students with high potential, especially
This definition of giftedness extends to include a larger
students from diverse backgrounds coupled with inequities
concept of talents from students from a wide variety of back-
in opportunity. Thus, we conducted a meta-analysis to
grounds and cultures in gifted education (Gentry, 2009).
explore how the use of identification methods influence the
Under this definition, a child can be considered gifted if he or
proportional representation of Black, Hispanic, and Native
she shows talent in only one area. This definition is far more
American students as gifted.
inclusive than more traditional definitions, which rely on
strict cutoff scores based on aptitude measures (Feldhusen &
Definitions of Giftedness and Identification Jarwan, 2000; Van Tassel-Baska, 2005).
Methods
1
The principles of education rest on the idea of giving chil- Purdue University, West Lafayette, IN, USA
dren what they need to be successful and achieve whatever †
These authors contributed equally to this work.
dream they might have (Tyler, 1949). In other words, educa-
Corresponding Author:
tion should address the diverse needs of the students. Jaret Hodges, Duke Talent Identification Program, Duke University, 300
Therefore, educators are morally bound to provide gifted and Fuller Street, Durham, NC 27701. USA.
talented students with appropriately challenging educational Email: jhodges@tip.duke.edu
2 Gifted Child Quarterly 00(0)

Note that we do not intend to discuss in-depth the nuances considerations related to “problems, weaknesses, and needs”
of different definitions and conceptions of giftedness, or how (p. 279). Furthermore, Renzulli (1978) highlighted the need
they affect the identification of gifted students in this study to consider on gifted behaviors and characteristics and not
because an abundant body of literature has already addressed only relying on performance on cognitive ability tests.
these issues (e.g., Borland, 2003; NAGC, 2010; Renzulli, Another area in which states differ in their definitions of
1978). However, it is important to point out the various defi- giftedness is the inclusion of terms that reflect diversity of
nitions adopted by states as these definitions have implica- student populations, such as racial groups and socioeco-
tions for the identification process. For example, a state that nomic status, in the definition. For example, some states,
has adopted a definition of giftedness focused on intellectual such as Florida, North Carolina, and Washington, explicitly
and cognitive abilities is more likely to have an identification incorporate language concerning different socioeconomic
process using standardized achievement tests and other status in their definitions. Other states, such as Alaska,
forms of verbal assessments. Conversely, if a state has a defi- Kansas, and Nevada, focus their definitions mainly on chil-
nition of giftedness that accounts for gifted potential, creativ- dren with intellectual and academic giftedness without using
ity, and/or implications from socioeconomic differences, the other descriptors (NAGC, 2013). Additionally, states, such
identification process is likely to include nonverbal assess- as Colorado, Iowa, and Maryland, have broader definitions
ments and other potentially more inclusive methods of that include creativity and leadership skills. As such, identi-
identification. fication procedures among states may differ, ranging from
more conservative philosophies of aptitude-based identifica-
Variant Definitions of Giftedness Used by States.  From the list tion to liberal philosophies based on broader definitions of
of 50 state definitions of giftedness (NAGC, 2013), we found giftedness.
that 43 of the 50 states placed an emphasis on intellectual and
academic abilities, whereas only half considered potential Controversies in Identification Processes Stemming From Defini-
abilities as part of the definition of giftedness. As such, many tions of Giftedness.  Gifted education provides students with
schools still rely on use of traditional test scores as part of the gifted and talented services they require to attain optimal
their identification processes. The In the State of States by educational outcomes (Gentry, 2009; Renzulli & Reis, 1991).
the Council of State Directors of Programs for the Gifted This education may take place in the form of acceleration,
(CSDPG) and NAGC (NAGC & CSDPG, 2015) pointed out curriculum compacting, or enrichment programs in areas of
that 17 states used IQ scores and 15 states used achievement interests (Gentry, 2009; Renzulli & Reis, 1991). Researchers
scores as part of the selection criteria. However, it is impor- have consistently demonstrated that, without proper gifted
tant to note that 20 states also reported using a multiple crite- services, students will not achieve their academic potential
ria model for their evaluation process even though they did and in many cases may underperform (Subotnik, Olszewski-
not provide any information on the specific criteria (NAGC Kubilius, & Worrell, 2011). Therefore, it is imperative for
& CSDPG, 2015). educators to accurately identify those students who need dif-
The variation in the identification methods can be attrib- ferentiated services. In other words, a transparent, research-
uted to the various definitions of giftedness, especially based, and purposeful identification process is a critical first
among adherents who support a definition based on a poten- process in providing appropriate learning opportunities to
tial of gifts versus those who support a definition based on a gifted youth.
manifestation of gifts. For our study, traditional identifica- However, the processes for identifying gifted students have
tion methods refer to the use of standardized tests of achieve- often been contentious (Giessman, Gambrell, & Stebbins,
ment and ability, which include state-based achievement 2013; Lakin & Lohman, 2011; Lee & Olszewski-Kubilius,
tests and IQ measures. In contrast, nontraditional methods 2006; Lohman, 2005; Lohman, Korb, & Lakin, 2008; Naglieri
refer to the use of assessments that have nonverbal and mul- & Ford, 2003, 2005; Renzulli & Reis, 2012). For example,
tiple criteria components aligned with the inclusive defini- how to identify, what to identify, and when to identify are
tion of giftedness of NAGC (n.d.). This categorization of the some of the questions that plague the field (Callahan, 2005;
different methods of identification is what educators com- Erwin & Worrell, 2012; Feldhusen & Jarwan, 2000; McClain
monly use in their identification practices (Krisel, 2012; Van & Pfeiffer, 2012; McKenzie, 1986; Passow & Frasier, 1994).
Tassel-Baska, 2005). With the differences in defining giftedness, the identifica-
The consideration of talent potential is not new to the tion of giftedness can be broadly classified into two catego-
field. Passow and Frasier (1994) suggested the incorporating ries: one focusing on exhibited talent and the other on gifted
potential as part of the identification process. They believed potential (McKenzie, 1986; Pfeiffer & Blei, 2008). Researchers
that doing so would help create a more inclusive model for have focused on defining giftedness and, in turn, have devel-
gifted programming as compared with one heavily reliant on oped identification procedures to address issues of manifest
test scores that reflect manifested achievements. Feldhusen talents and latent talents. Manifest talents are talents displayed
and Jarwan (2000) also urged a more comprehensive method and readily apparent to the observer, for example, high scores
of identification that looks beyond performance and includes on aptitude and/or achievement tests or clearly displayed
Hodges et al. 3

precocious ability in a domain. In contrast, latent talents assessments for identifying gifts (Lohman & Nicpon, 2012).
reflect unactualized potential that can be masked by environ- Foremost among the nonverbal ability tests are the Naglieri
mental or social factors (e.g., the child who has the potential Nonverbal Abilities Test (NNAT; Naglieri & Ford, 2003) and
to be a musical prodigy but who has no access to a musical the Raven Standard Progressive Matrices (RAVEN; Raven,
instrument). 2000), two of the most commonly administered tests by dis-
Researchers (e.g., Pfeiffer & Blei, 2008; Sternberg & tricts as a means for alternate identification. Raven (2000)
Davidson, 2005) have also debated whether identification highlighted the effect of culture and environment on intelli-
should account only for the observed and measurable ability gence when measured with the traditional standardized tests.
of a child or whether it should take into account a child’s Thus, he focused on two indicators of intelligence: “educa-
nonmanifested potential. Traditionally, when exhibition of tive ability” and “reproductive ability” (Raven, 2000, p. 2) as
gifts has been considered, IQ scores have been used to define measures of intelligence in RAVEN. Naglieri and Ford
giftedness, with students scoring above a cutoff point being (2003) also questioned the identification of gifted students
selected for the gifted programming (Lakin & Lohman, through assessments of their academic abilities because they
2011; Peters & Gentry, 2012; Pfeiffer & Blei, 2008). The believed these assessments disadvantaged students who had
Wechsler Intelligence Scale for Children (WISC; Watkins, limited verbal and quantitative skills. Rather they chose to
Greenawalt, & Marcell, 2002) is frequently used in the iden- focus on reducing cultural bias in their test items. Thus,
tification process of giftedness in schools across the United NNAT and RAVEN focus on assessing students’ problem
States (McClain & Pfeiffer, 2012; McKenzie, 1986). In con- solving, reasoning, and observation skills and do not rely on
junction with cutoff scores from standardized achievement language or cultural specific content knowledge (Lewis,
tests, these scores form the core of identification methods DeCamp-Fritson, Ramage, McFarland, & Archwamety,
across the nation (NAGC & CSDPG, 2015). Using IQ tests 2007; Naglieri & Ford, 2003).
as the sole instrument to select students for gifted programs The NNAT has faced criticism from Lohman (2005) who
has received much criticism in the field of gifted education, questioned its effectiveness in identifying culturally and lin-
especially when doing so does not account for the recent guistically diverse students. Lohman claimed that the data
changes in the definition of giftedness to include gifted presented by Naglieri and Ford (2003) did not corroborate
potential and talent development (Krisel, 2012; Pfeiffer & their conclusions. In response Naglieri and Ford (2005)
Blei, 2008). As such, if schools are only using IQ scores to argued that more efforts could be spend on addressing the
identify gifted students, Black, Hispanic, and Native lack of representation rather than trying to undermine a tool
American students who may not have the opportunities to that is used to help close the representation gap.
develop their gifted potential are not likely to be identified Some identification methods for giftedness combine ele-
and served. ments from traditional and nontraditional forms of assess-
Aside from the issue of using IQ as an assessment of gift- ment by including a nonverbal component in the testing. This
edness, there is also the issue of the validity of using IQ tests is done in hope of reducing the language bias that may exist
for identification. In particular, the use of IQ tests has been within traditional verbal and quantitative assessments. The
considered as one reason for the underrepresentation of Cognitive Abilities Test (CogAT; Lohman, 2011) is one such
gifted minorities (Pfeiffer, 2012). Pfeiffer and Blei (2008) test. Currently in its seventh edition, the CogAT Form 7 uses
cautioned against using IQ as a sole identification measure verbal, quantitative, and nonverbal components to assess a
given its lack of context; whereas, D. Ford (1998) pointed student’s acquired abilities (Lohman, 2011). The inclusion of
out that many IQ tests are racially biased. Conversely, Erwin a nonverbal component was specifically designed to increase
and Worrell (2012) noted that IQ tests might be biased, but the identification of nontraditional gifted students.
that they measure exactly the constructs they are meant to Nevertheless, these standardized tests not only fail to
measure and the question should be whether those constructs silent the points of contention but their use also raises more
should be the sole traits that identify a child for gifted ser- questions about the reliability of the data and the validity of
vices. As IQ tests are verbal and quantitative, Black, the inferences based on the data they yield (Lewis et al.,
Hispanic, and Native American students who do not have the 2007; Lohman et al., 2008). For example, when comparing
chance to develop their abilities in these areas are not likely students who were identified based on their achievement on
to be able to excel in these tests. Furthermore, with the high standardized tests or parents’ nominations with their perfor-
cutoff scores needed for students to be tested into gifted pro- mance on the ACT (American College Testing), Lee and
grams, differences between Black, Hispanic, and Native Olszewski-Kubilius (2006) found that Hispanic students
American students and their peers only widen, making pro- identified through parents’ nominations did better on the
portional representation difficult to achieve. ACT than students who were identified via standardized
An alternative definition, one that considers abilities and tests. Additionally, Giessman et al. (2013) compared stu-
talents in students may be underdeveloped but with adequate dents’ performances on CogAT, NNAT, and WISC and found
support can manifest, uses criteria such as aptitude, recom- that the tests yielded different rates of identification for
mendations by teachers and peers, creativity, and nonverbal gifted students. Furthermore, the rates of identification also
4 Gifted Child Quarterly 00(0)

differed among the various racial groups. For example, the Gentry, 2012) have conducted research on the effectiveness
difference in WISC scores between Black students and their of different test batteries in identifying students for gifted
White peers was 17.2 points. programs, no single way of identifying gifted students exists
In examining only nonverbal methods of identification, because the identification process may include the various
Lewis et al. (2007) conducted a study with 175 third to fifth issues highlighted above (Reis & McCoach, 2000).
graders and eighth graders in a midwestern city and com- Furthermore, there is the issue of equitable representation
pared the effectiveness of RAVEN, NNAT, and Iowa Test of in gifted education, a position taken up recently by NAGC
Basic Skills (ITBS) in identifying Black, Hispanic, and (2011). For equitable representation to exist, definitions of
Native American students. The researchers found that giftedness and identification methods must be congruent and
RAVEN identified a more ethnically diverse group of stu- concerned with equity. Should the definition focus only on
dents than ITBS or NNAT. Interestingly, Lewis et al. (2007) measurable achievements or should it also take into consid-
found no difference in the proportion of Black, Hispanic, eration a student’s potential for growth? Similarly, is there a
and Native American students identified by ITBS and match between the identified students and the gifted services
NNAT, although ITBS as a traditional achievement test is provided, and are the needs of the students being met (Peters,
expected to identify fewer underrepresented gifted students Matthews, McBee, & McCoach, 2013)? These are some
than the NNAT (i.e., nonverbal method). In addition, questions that need to be addressed as the field moves toward
Lohman (2007) found that of the three components of achieving equitable representation.
CogAT, the nonverbal component is the least correlated to
academic achievement and should not be used as a sole Underrepresentation of Students in Gifted
measurement for giftedness. Lohman et al. (2008) also
raised questions about the validity of the nonverbal tests as
Programs
an identification method in general. Using three different The lack of equitable representation in gifted programs has
nonverbal tests, CogAT–Nonverbal (NV), NNAT, and been an ongoing concern in the field of gifted education
RAVEN, they found much variability in the scores obtained (Daniels, 1998; D. Y. Ford & Harris, 1994; Naglieri & Ford,
by the elementary students, which would in turn influence 2003; Yoon & Gentry, 2009). As the population of the United
identification rates. In particular, they noted that the NNAT States continues to diversify, the need for equitable represen-
and CogAT-NV both showed a statistically significant dif- tation in gifted programs is paramount. Despite increasing
ference in identification rates between English language rates of inclusion for minority students in gifted programs
learning (ELL) students and non-ELL students. Hence, even since the 1970s (Donovan & Cross, 2002), CLED students
within the various nonverbal methods of identification, are still vastly underrepresented compared with their peers
issues of validity are still being debated. (Erwin & Worrell, 2012; D. Ford, 2014; Konstantopoulos,
Another nontraditional method of identification involves Modi, & Hedges, 2001; Yoon & Gentry, 2009).
using teachers to nominate children for services. Teacher nom- For example, Konstantopoulos et al. (2001) reported the
ination helps identify students who may not perform well on odds ratio (OR) for being identified as gifted for Black,
standardized achievement tests due to reasons such as lan- Hispanic, and Native American students compared with
guage or cultural bias (Callahan & Miller, 2005; Renzulli, Asian and White peers. They found that Black (OR = 0.37),
2005). For example, the Having Opportunities Promotes Hispanic (OR = 0.45), and Native American Students (OR =
Excellence (HOPE) Scale (Gentry, Peters, Pereira, McIntosh, 0.17) were all identified at lower rates compared with their
& Fugate, 2015; Peters & Gentry, 2012) is an instrument that White peers. Asian were identified at a higher rate than their
measures students’ academic and social characteristics of gift- White peers (OR = 2.17). Similarly, Yoon and Gentry (2009)
edness as identified by their teachers. However, such nomina- found that Asian and White American students were over-
tion processes by teachers have also been criticized for represented proportionately in gifted programs throughout
subjectivity and possible bias (McBee, 2006; Milner & Ford, the United States. With an in-depth state-by-state analysis of
2007). Even if teachers are reliable identifiers of gifted stu- the identification of Black, Hispanic, and Native American
dents of similar cultural backgrounds, it is arguable whether students for gifted services, Yoon and Gentry found that
they are able to reliably identify children from diverse back- Black and Hispanic students were underrepresented propor-
grounds (McBee, 2006). Nevertheless, some researchers argue tionately in 47 states and Native American students were
that teacher nominations should be included as one criterion or underrepresented in 43 states. The recent report by the Office
pathway in the identification process. for Civil Rights (OCR, 2015), which examined the overall
In the past decade, this issue of traditional versus nontra- representation of students within the U.S. public school sys-
ditional identification has often been debated among tem, supports Yoon and Gentry’s (2009) findings. Similar
researchers (Giessman et al., 2013; Lakin & Lohman, 2011; findings were also reported by D. Ford (2014), who used a
Lohman et al., 2008; Naglieri & Ford, 2003). Although Relative Difference in Composition Index to show that more
numerous researchers (Lakin & Lohman, 2011; Peters & than one-half million Black and Hispanic students remained
Hodges et al. 5

unidentified as gifted students. She suggested that if a certain attention the importance of early identification of gifted chil-
proportion of a school were composed of a given minority, dren, especially concerning the children’s cognitive, motiva-
then that same proportion should be represented in its gifted tional, and social–emotional development (Heller & Hany,
programming. 2004; Perleth, Schatz, & Mönks, 2000; Shaklee, 1992). The
Sullivan (2011) found that statistically significant predic- National Association for the Education of Young Children
tors for admittance to gifted programs are not found within (2009) also highlighted the immediate and delayed influence
academic predictors; in fact, socioeconomic status and race of experiences and environment on children’s development.
can more accurately predict a child’s identification as a gifted As such, it is not surprising that 26 out of 33 states identified
student than academic predictors. Interestingly, in Utah, children for gifted services in kindergarten and the elemen-
Warne, Anderson, and Johnson (2013) found that when con- tary grades compared with 11 states that provided additional
trolling for academic achievement, there was proportional identification services during middle school and nine states
racial representation in that state in gifted programs; that is, during high school (NAGC & CSDPG, 2015).
Black, Hispanic, and Native American gifted students were However, early identification is not without its concerns.
not underrepresented. When examining the performance of elementary school stu-
Lack of proportional representation in gifted programs is dents in a longitudinal study using ITBS and CogAT, Lohman
a critical issue in education. In 2001, the lack of educational and Korb (2006) found that students’ scores in reading and
equity across the spectrum in U.S. public education led to the mathematics differed the most when they were tested in Grade
introduction of No Child Left Behind (NCLB; Bush, 2001). 4 than when they were tested in Grades 6 and 9. This shows
However, unequal representation of races in gifted education that students who are identified in Grade 4 based on their ITBS
continues. Hopkins and Garrett (2010) pointed out that the scores may not perform similarly in Grades 6 and 9.
overrepresentation of Asian and White American students Another consideration on early identification is about the
while Black, Hispanic, and Native American students were form of gifted programming available to the identified stu-
underrepresented constitutes de facto segregation within dents. Olszewski-Kubilius and Limburg-Weber (1999) high-
public schools. For example, Texas has seen the proportion lighted the differences in needs between gifted elementary
of Hispanic students enrolled in public schools increase and gifted middle school students. The requisite for advanced
without a similar increase in Hispanic students identified as classes in preparation for high school and college, as well as
gifted (Esquierdo & Arreguín-Anderson, 2012). Furthermore, real-life experiences, are more appropriate for the older stu-
many still consider a high-ability student as a model student dents as they prepare for this stage in their development. In
with good grades, taking into account only abilities that can comparison, elementary gifted programs focus on accelerat-
be seen and measured by standards and tests (Briggs et al., ing and enriching content (NAGC, 2015).
2008). Consequently, students’ socioeconomic and cultural
factors may mask high ability and potential resulting in the Differential Identification Rates by Geographic Location. Imple-
student’s ability remaining undiscovered and underdevel- menting a unified identification process and method across
oped by schools (Briggs et al., 2008). differing states is not an easy feat to achieve. The issue is
The differing percentages of identified students from vari- further compounded by variations in state laws and regula-
ous racial groups in a district are likely to correlate with the tions concerning identification methods. The southern region
decision making of the administrators (Raudenbush, Fotiu, of the United States faced litigation over underrepresentation
& Cheong, 1998) because school administrators determine of Black, Hispanic, and Native American students in gifted
the identification methods used in districts. These decisions programs and made changes to identification processes (Ste-
can affect not only how students are identified but also how phen, Dudley, & Karnes, 2012). In Lee v. Lee County Board
financial resources are allocated to gifted education pro- of Education (2007), the U.S. District Court mandated that
grams (Kettler, Russel, & Puryear, 2015). Thus, identifica- the state of Alabama change its gifted education policy due
tion of CLED students for gifted services promotes social to underrepresentation of Black students. Following the
equity within a school district, along with funding and staff Office of Civil Rights’ investigation of the underrepresenta-
allocations (Grantham, 2011; Kettler et al., 2015; Raudenbush tion of Black students in South Carolina, that state imple-
et al., 1998). Grantham (2011) called for educators to be mented changes to its gifted programming, which led to
“upstanders” rather than just bystanders to the lack of pro- increased equitable representation (Swanson, 2007).
portional representation in gifted education. In the case of In addition, demographic differences among the states
Black male students, he argued that allowing nearly 150,000 exist. Part of the southwest region, Texas and Arizona have a
youth to remain unidentified for gifted services is socially higher population of Hispanic Americans than other regions.
unjust (Grantham, 2011). However, in recent years, the midwest portion of the United
States has also seen a surge in the Hispanic populations
Differential Identification Rates by Grade Level. Another con- (Brown & Lopez, 2013). In comparison, the southern states
cern in the field of gifted education is determining when chil- have a higher population of Black Americans. There is little
dren should be identified. Researchers have brought to research on the identification of Native American students
6 Gifted Child Quarterly 00(0)

and it is unclear how geographic location influences this Method


group of students.
Study Identification
Purpose of the Study Target literature for this meta-analysis was limited to studies
reported only in the United States because this study is framed
Proportional representation of students in gifted program- around NCLB (Bush, 2001), a law adopted in the United
ming is a goal of gifted education researchers and practitio- States. In addition, we chose to focus on studies reported
ners. Identification methods affect the proportion of students between 2002 and 2015, setting the dates to coincide with the
from different races being served in gifted programs. educational shift that came with the induction of NCLB.
Differences among the nontraditional identification tests Although the main focus of NCLB was on general students,
have also yielded a variety of opinions among researchers the policy resulted in a reduced focus on gifted students and
about their effectiveness in identifying underrepresented stu- limited funding spent on their special needs (Gentry, 2006).
dents. Thus, the goal of this study is to shed light on the Another influence of NCLB on gifted students was related to
underrepresentation of CLED gifted students, specifically closing the achievement gaps among the various groups of
Black, Hispanic, and Native American students in gifted students, including English language learners, those from dif-
education programs. More specifically, we used a meta- ferent racial groups, and those from different socioeconomic
analytic technique to gather and synthesize accumulated evi- classes (Gallagher, 2004). Furthermore, we limited the studies
dence of the underidentification of Black, Hispanic, and to those conducted in K-12 education because identification
Native American gifted students reported in literature com- instruments and processes are largely used on students when
pared with that of Asian and White students as well as to they are within the K-12 school systems (Heller & Hany,
examine the influence of traditional and nontraditional iden- 2004; NAGC & CSDPG, 2015; Perleth et al., 2000).
tification methods on the underidentification of these The keywords we used in our search were gifted, identifi-
populations. cation, intelligence, I.Q., equity, testing, high-ability, tal-
Given the differing viewpoints on the effectiveness of ented, representation, underrepresented, underrepresentation,
identification methods in identifying Black, Hispanic, and minority, and measurements. Different combinations of key-
Native American gifted students and the number of studies words and all of the keywords were used in the search. Some
that have been conducted in the field of gifted education, a of the keywords (e.g., gifted and talented) were also chosen
meta-analysis was appropriate to synthesize the wide range as they are often used interchangeably within the field of
of studies. This was done in order to effectively gauge the gifted education.
gap in identification rates through nontraditional testing of The meta-analysis commenced first with a search for lit-
underrepresented students compared with their counterparts erature using electronic databases including Google Scholar,
in gifted programs as well as to examine the differences in ERIC, PsycINFO, Thesis and dissertation platforms such as
identification rates between identification processes. More ProQuest. These databases have a large inventory of pub-
specifically, this meta-analysis was conducted based on the lished and unpublished educational and psychological
hypothesis that the identification methods are partially research. We considered these databases as sufficient starting
accountable for the lack of proportional representation and points to identify potential studies for our meta-analysis.
thus act as a barrier to gifted services among Black, Hispanic, Potential articles were selected for inclusion through data-
and Native American students. In our study, Black, Hispanic, base searches; this was followed by a review of references in
and Native American students are grouped as underrepre- these studies to identify additional studies for inclusion in the
sented students in gifted programming; whereas, Asian and meta-analysis.
White American students are considered as represented stu-
dents. Specific research questions are the following:
Inclusion and Exclusion Criteria.  To be included in the meta-
analysis, a study needed to meet the following four criteria:
1. Research Question 1: How do the proportional
identification rates for gifted program services of
Asian and White American students versus rates of (a) Studies conducted in the United States with K-12
Black, Hispanic, and Native American students students after 2002: Studies concerning populations
differ? outside the United States or those dealing with un-
2. Research Question 2: How does the identification dergraduates/postgraduates and pre-K students were
method (i.e., traditional vs. nontraditional), location, excluded.
and/or grade level of students moderate the differ- (b) Studies that involved gifted students as their study
ence in proportional representation between Black, sample: Studies that included in their sample both
Hispanic, and Native American students identified as gifted and nongifted student were included. Given
gifted compared with the proportion of Asian and that the meta-analysis was concerned with the differ-
White American students identified as gifted? ence in representation of Black, Hispanic, and Native
Hodges et al. 7

American gifted students in gifted programming and students, a researcher with expertise in gifted education, and
general populations, those studies that only contained a researcher with expertise in research methodology includ-
information about the gifted students in their sample ing meta-analysis. Following the development of a coding
were excluded, unless they indicated the size and sheet, an initial pilot examination of 20 articles by the team
composition of the general population. led to revisions of the coding sheet for clarity. The revised
(c) Studies that reported the identification information coding sheet included authorship, geographic location of the
by race: Studies that did not describe the racial make- sample, year of publication, grade level, what identification
up of their sample were excluded. method the researchers of primary studies employed, demo-
(d) Studies that reported sufficient and relevant statis- graphic data about the student sample, as well as quantitative
tics that computed the identification rate by race: information to be used for computing an effect size. In con-
Literature reviews and qualitative studies were ex- junction with the type of identification method, whether that
cluded. The proportion of Black, Hispanic, and Na- method constituted a verbal or nonverbal method was also
tive American students in the general population and coded. These variables are described and summarized in
gifted population (or data provided to derive them) Table 1 and are also considered as potential moderators in the
was necessary for inclusion. subsequent inferential analyses.

The initial electronic search yielded 7,746 studies potentially Identification Methods. The identification methods reported
related to our study. After screening the abstracts using the in examined studies were first classified into two categories:
inclusion and exclusion criteria above, the number of articles nontraditional and traditional depending on the identification
potentially included in the meta-analysis was reduced to 183. tests and procedures used. These methods were further sub-
We also conducted a manual search for studies that reported in categorized by the specific test being used into three nontra-
the four major journals in gifted education (Gifted Child ditional methods (RAVEN, NNAT, and CogAT-NV) and two
Quarterly, Roeper Review, Journal of Advanced Academics, traditional methods (IQ tests and achievement tests). This
and Journal for the Education of the Gifted). This step was put coincides with the literature since these are the most com-
in place to verify that we included any potential articles not monly used identification methods (Giessman et al., 2013;
found through the initial search with the electronic databases. Lakin & Lohman, 2011; Lohman et al., 2008; NAGC &
Each article published in these journals between the years 2002 CSDPG, 2015; Naglieri & Ford, 2003).
and 2015 (k = 1,526) was scanned and assessed individually for
inclusion in the meta-analysis. Furthermore, we examined Geographic Location.  We coded the location where the data
available education statistical databases (OCR, 2015; Texas were collected using six regional categories (i.e., north,
Education Agency, 2015) and state reports on state education northwest, southwest, south, west, and midwest). However,
websites. The two additional search methods identified addi- no studies included samples from the northwest portion of
tional 55 articles and reports for 238 potential articles identified the United States. In addition, only two were included from
after the three initial screenings. These articles were then exam- the West, an insufficient number for including it in a modera-
ined by reading the texts carefully to retrieve effect sizes using tor analysis.
the provided data in the reports. With the additional checks and
computation, 186 studies were eliminated due to missing infor- Grade Level.  Students in grades kindergarten to Grade 5 were
mation in reporting of population, study sample, or identifica- coded as elementary students (k = 33); studies that included
tion methods. Thus, the final set of the studies included in this students in kindergarten to Grade 8 were coded as elemen-
meta-analysis consisted of 45 journal articles, 4 dissertations, tary to middle school students (k = 9); and Grades 7 to 12 as
and 5 state reports, for a total of 54 studies. Figure 1 shows the middle to high school students (k = 11). Studies that involved
search process. From these 54 studies and reports, that together a student sample across all grade levels (K-12) were not
included 191,322,595 students, we obtained 92 effect sizes. included in moderator analysis for grade level. We coded in
After accounting for dependent effect sizes, 85 independent this manner to preserve information about elementary stu-
effect sizes were extracted. The additional seven effect sizes dents and how identification and representation differed
were retrieved from Texas’ Public Education Information from upper grade levels. Testing for gifted services is primar-
Management System (PEIMS) and OCR. We used the effect ily done during elementary years (Sternberg & Davidson,
sizes calculated from PEIMS and OCR only for descriptive pur- 2005), and this is evident given the number of studies involv-
poses. Table 1 lists the characteristics of the studies included in ing elementary students (k = 42).
the meta-analysis. Two members of the research team completed the coding.
Digital copies of the articles were kept in a shared folder to
provide research team members access to all articles. A com-
Coding Process and Coded Variables
mon coding problem encountered by the coding team was that
Before coding articles, a coding sheet was drafted and agreed majority of the identified studies did not provide a clear
upon by the team of researchers consisting of two graduate description of their participants, which necessitated further
8 Gifted Child Quarterly 00(0)

Figure 1.  Meta-analysis search process.

calculations to obtain the effect sizes. Studies needing calcula- coders and another member of the research team before con-
tions were set aside after the first round of coding for further ducting inferential analyses.
evaluation of coding validity. Once initial coding of all studies
was completed, one member of the coding team analyzed the
Definition of Effect Size
studies with missing data and completed all necessary compu-
tations to conclude coding, while another member of the team Given that inclusion (either a student is identified as gifted or
worked on keying in the information into the data sheet. Both not) is a dichotomous outcome, a risk ratio (RR; Borenstein,
members referred to all identified articles to ensure that the Hedges, Higgins, & Rothstein, 2009) that compares the rates of
information was recorded correctly, and any disagreement inclusion in gifted program between underrepresented and rep-
concerning the coding was discussed between coders. The resented populations was deemed the most appropriate effect
third research team member confirmed the computation of all size for analysis and most meaningful for interpretation.
effect sizes. The coded data were cross-checked again by the First, the subgroups that had been designated by race were
Hodges et al. 9

consolidated into two groups: traditionally underrepresented estimation method (e.g., Hedges, Tipton, & Johnson, 2010).
populations (i.e., Black, Hispanic, and Native American stu- Although the multivariate approach is likely to offer minimal
dents), which served as our focal group, and traditionally over- estimation errors (Hedges et al., 2010), the method was not
represented populations (i.e., White and Asian students), which feasible in our study due to the relatively small k for applying
served as the reference group. The RR compares the occurrence the method and limitation of required additional statistical
of identification of gifts in the focal group compared with that in information, such as the covariance structure of residuals,
the reference group. More specifically, in our meta-analysis, the Hedges et al. (2010) also claim that the method is rarely used
overall effect size is defined as: in practice for the additional data requirements and the time-
P consuming process. Robust variance estimation method and
Risk Ratio ( RR ) = URG
PRG three-level multilevel model approaches are attractive
options for handling dependencies when clusters of interre-
where PURG = the proportion of Black, Hispanic, or Native lated effect sizes are observed in primary studies However,
American students who were identified or in a gifted pro- Hedges et al.’s (2010) method also requires correlation esti-
gram, PRG = the proportion of White or Asian students who mates for any pairs of effect sizes within a primary study.
were identified or in a gifted program. We also computed the Furthermore, the application of three-level multilevel model-
RR for comparing the proportion in a gifted program for a ing will suffer low statistical power and biased estimation of
specific racial group (e.g., Black) with traditional group, variance components when the sample size is small. As our
using the above-described formula. study has only seven studies that reported dependent effect
An RR greater than 1 indicated that the focal group (i.e., sizes from 54 studies, and the application of either of these
underrepresented group) is overrepresented in a gifted pro- methods may not be feasible for the current study. Card
gram relative to the reference group (i.e., overrepresented (2012) noted that the method of selecting the most represen-
group); whereas, an RR less than 1 indicated underrepresen- tative effect size should be applied only when it is clear that
tation of the focal group compared with the reference group. one particular effect size should be included whereas others
For example, an RR of 2 is interpreted as the probability of should not because the selection decision may be an addi-
being identified for gifted is as twice as high for the focal tional source of bias due to researchers’ subjectivity (Wood,
group compared with that for the reference group. 2008). Thus, we used the method of averaging the effect
Alternatively, an RR of 0.5 means that the probability of sizes and Cooper’s (2010) shifting units of analysis, depend-
being identified for the focal group is a half of that in the ing on the purpose of the analysis. Although we acknowl-
reference group. An RR of 1 indicates that all demographics edge our selections of handling the multiple effect sizes may
are equally represented in a gifted program in a primary also have limitations, Hedges et al. (2010) observes our
study. Table 1 also reports the RRs obtained from studies methods have commonly utilized in practice.
used in the analysis.
Averaging the Effect Sizes. A single effect size for each
Handling Multiple Effect Sizes.  In some cases (k = 12), multi- identification method was extracted by averaging the effect
ple effect sizes were extracted from a single journal article. sizes with their associated standard error (SE) as weights,
For example, Giessman et al. (2013) examined how identifi- assuming these represent, in some extent, the same popula-
cation methods at different cutoff scores led to different lev- tion effect size within the study. Then, we included the syn-
els of proportional identification. In this case, three different thetic effect sizes (the study-average effect sizes; Hedges
identification methods were examined at three cutoff scores et al., 2010) to compute the average effect size across stud-
leading to nine effect sizes. Biased parameter estimates asso- ies. For example, Lohman and Gambrell (2012) averaged
ciated with multiple effect sizes from the same study, when two extracted effect sizes to handle the dependency.
they are dependent of each other, have often been noted in
meta-analysis literature (e.g., Wood, 2008). As remedies, Shifting Unit of Analysis. When calculating the average
several methods of handling dependent effect sizes were sug- effect size by study characteristics (e.g., identification meth-
gested including selecting one representative effect size from ods), shifting the unit of analysis technique (Cooper, 2010)
each uniquely identified sample (e.g., Card, 2012; Steenbergen- was employed to preserve k for each follow-up moderator
Hu & Olszewski-Kubilius, 2016), averaging the multiple analyses, while handing dependency. Giessman et al. (2013)
effect sizes within the study to obtain a synthetic effect size applied shifting the unit of analysis method to compute the
(e.g., Sutton, Abrams, Jones, Sheldon, & Song, 2000), using weighted average effect sizes by identification methods (i.e.,
shifting unit of analysis (Cooper, 2010), estimating depen- verbal vs. nonverbal) to minimize the dependency. When
dency with three-level multilevel modeling (Van den Noort- conducting the moderator analysis with identification meth-
gate, López-López, Marín-Martínez, & Sánchez-Meca, ods, the average verbal effect size was then removed from
2013, 2015), applying multivariate methods to analyze the analysis where pertinent. This procedure was replicated
dependent effect sizes by modeling the covariance structure for all cases in which verbal and nonverbal effect sizes were
(e.g., Olkin & Gleser, 2009), using a robust variance extracted from the same study.
10
Table 1.  Summary of the Study Characteristics Included in Meta-Analysis.

Overall risk Risk ratio B Risk Ratio H


Authors (year) Size (N) GP/ID W % GP/ID A % GP/ID B % GP/ID H % ratio (SE) (SE) (SE) ID methods Grade Region
Bernal (2002) 352,747 2.80/8.40 0.40/1.50 0.20/0.30 96.50/89.90 0.31 (0.02) 1.50 (0.11) 0.32 (0.02) — — Southwest
363,270 2.70/7.70 0.50/1.60 0.20/0.30 96.60/90.40 0.32 (0.02) 1.50 (0.11) 0.33 (0.02) — — Southwest
373,251 2.50/7.00 0.60/1.60 0.20/0.30 96.80/91.00 0.32 (0.02) 1.50 (0.11) 0.33 (0.02) — — Southwest
383,460 2.30/6.30 0.50/1.80 0.20/0.30 96.90/91.50 0.33 (0.02) 1.50 (0.11) 0.34 (0.02) — — Southwest
48,587 1.30/2.92 0.36/0.78 0.15/0.14 98.16/96.09 0.44 (0.09) 0.93 (0.47) 0.46 (0.09) — — Southwest
Bracken and Brown 795 45.20/80.00 15.70/6.20 9.60/3.10 30.50/10.70 0.24 (0.37) 0.30 (0.73) 0.27 (0.41) Verbal (Bracken E South
(2008) Basic Concept
Scale–Revised)
+ Clinical
Assessment of
Behavior–Teacher
752 65.10/60.10 11.80/20.10 8.60/7.00 13.70/12.10 0.82 (0.22) 0.68 (0.35) 0.58 (0.28) Nonverbal (NNAT) E South
+ Clinical
Assessment of
Behavior–Teacher
Brulles, Peters, and 3,716 18.13/31.23 3.01/7.22 7.16/5.78 69.89/54.15 0.45 (0.09) 0.80 (0.19) 0.51 (0.09) Nonverbal (NNAT) E+M Southwest
Saunders (2012)
Carman and Taylor 2,072 61.10/67.20 9.80/15.50 6.40/3.60 22.20/13.70 0.52 (0.13) 0.55 (0.27) 0.56 (0.15) Nonverbal (NNAT) E South
(2010)
Cribbs (2009) 14,701 34.10/78.30 2.40/10.00 59.30/8.40 2.40/3.30 0.08 (0.20) 0.063 (0.23) 1.39 (0.37) Verbal (Achievement M Midwest
test)
Cross, Neumeister, 5,500 75.60/69.94 1.30/7.74 12.20/7.00 6.70/3.21 0.49 (0.15) 0.54 (0.18) 0.46 (0.25) Verbal (SAT) H Midwest
and Cassady
(2007)
Curby, Rudasill, 347 56.00/88.30 — 44.00/11.60 — 0.17 (0.41) 0.17 (0.41) — Verbal (Woodcock E+M South
Rimm-Kaufman, Johnson
and Konold Achievement
(2008) Test)/Verbal
(Cognitive Abilities
Test)/Verbal
(Stanford–Binet
Intelligence
Scale)/Nonverbal
(RAVEN)
Esquierdo and 77,772,000 68.63/67.69 4.23/9.40 12.53/9.15 14.61/12.79 0.75 (0.00) 0.70 (0.00) 0.86 (0.00) — — National
Arreguín-
Anderson (2012)
D. Ford (2014) 48,300,000 51.00/63.00 4.00/10.00 19.00/10.00 25.00/16.00 0.45 (0.00) 0.47 (0.00) 0.57 (0.00) — — National
(continued)
Table 1. (continued)

Overall risk Risk ratio B Risk Ratio H


Authors (year) Size (N) GP/ID W % GP/ID A % GP/ID B % GP/ID H % ratio (SE) (SE) (SE) ID methods Grade Region
Giessman et al. 5,833 62.80/79.50 5.10/13.30 20.80/4.40 4.90/2.70 0.22 (0.12) 0.18 (0.15) 0.54 (0.19) Nonverbal (NNAT) E Midwest
(2013) 5,833 62.80/75.60 5.10/18.90 20.80/3.60 4.90/2.00 0.17 (0.18) 0.14 (0.22) 0.40 (0.30) Nonverbal (NNAT) E Midwest
5,833 62.80/72.90 5.10/23.70 20.80/2.40 4.90/2.10 0.14 (0.28) 0.09 (0.38) 0.42 (0.41) Nonverbal (NNAT) E Midwest
5,833 62.80/77.90 5.10/12.60 20.80/6.60 4.90/2.80 0.30 (0.10) 0.27 (0.12) 0.56 (0.19) Nonverbal (CogAT) E Midwest
5,833 62.80/76.80 5.10/15.40 20.80/5.50 4.90/2.30 0.24 (0.16) 0.22 (0.18) 0.46 (0.28) Nonverbal (CogAT) E Midwest
5,833 62.80/78.50 5.10/17.60 20.80/2.80 4.90/1.10 0.12 (0.30) 0.11 (0.36) 0.22 (0.57) Nonverbal (CogAT) E Midwest
5,833 62.80/86.00 5.10/8.90 20.80/2.80 4.90/1.50 0.13 (0.15) 0.11 (0.18) 0.30 (0.25) Verbal (CogAT) E Midwest
5,833 62.80/86.70 5.10/9.50 20.80/2.00 4.90/1.70 0.11 (0.22) 0.08 (0.30) 0.34 (0.33) Verbal (CogAT) E Midwest
5,833 62.80/86.10 5.10/11.20 20.80/1.70 4.90/1.00 0.08 (0.36) 0.06 (0.45) 0.20 (0.59) Verbal (CogAT) E Midwest
Illinois State Board 2,084,187 58.30/74.30 3.00/6.10 21.10/11.70 16.90/7.80 0.40 (0.01) 0.50 (0.01) 0.42 (0.01) Verbal (General E+M+H Midwest
of Education Intellectual Ability/
(2003) Specific Aptitude
or Talent)
Jones (2010) 13,500 17.00/16.50 3.00/— 8.00 80.50/83.50 1.4274 — 2.1688 Verbal (California E+M+H West
Standards Test)
Kettler (2014) 208 40.00/35.60 47.00/60.00 4.00/0.00 9.00/4.40 0.31 (1.08) 0.0000 0.47 (1.09) Verbal (CogAT) E Southwest
Lange (2004) 13,378 75.70/77.00 11.32/20.60 6.90/0.88 4.90/1.30 0.17 (0.26) 0.12 (0.41) 0.26 (0.34) Verbal (Otis Lennon E North
Ability Test) +
Verbal (Stanford
Achievement Test)
Lee and Olszewski- 500,000 80.00/84.00 1.30/7.00 14.00/4.00 4.70/2.00 0.28 (0.03) 0.26 (0.03) 0.41 (0.04) Verbal (California E+M Midwest
Kubilius (2006) Achievement
Test)/Verbal
(Comprehensive
Test of Basic
Skills)/Verbal
(Iowa Test of
Basic Skills)/
Verbal (Stanford
Achievement Test)
Lewis et al. (2007) 175 58.30/68.36 — — 41.70/31.70 0.65 (0.36) — 0.65 (0.36) Nonverbal (RAVEN) E+M Midwest
175 58.30/83.30 — — 41.70/16.70 0.28 (0.79) — 0.28 (0.79) Verbal (Iowa Test of E+M Midwest
Basic Skills)
175 58.30/86.70 — — 41.70/13.30 0.21 (0.77) — 0.21 (0.77) Nonverbal (NNAT) E+M Midwest
Lindsey (2012) 1,250 48.20/70.00 2.60/— 2.90/2.00 42.60/26.00 0.47 (0.19) 0.68 (0.61) 0.47 (0.19) Verbal (CogAT)/ M Southwest
Verbal (ITBS)/
Verbal (State
Assessment)/
Nonverbal
(NNAT)

11
(continued)
Table 1. (continued)

12
Overall risk Risk ratio B Risk Ratio H
Authors (year) Size (N) GP/ID W % GP/ID A % GP/ID B % GP/ID H % ratio (SE) (SE) (SE) ID methods Grade Region
Linn-Cohen and 500 4.00/66.70 3.00/21.70 2.00/3.30 11.00/5.00 0.61 (0.49) 1.67 (0.79) 0.43 (0.61) Verbal (Otis Lennon E West
Hertzog (2007) Ability Test)/
Verbal (Stanford
Achievement
Test)/Verbal
(California Test of
Basic Skills)
Lohman and 6,970 — 11.80/26.40 40.50/45.50 47.70/28.10 0.37 (0.11) 1.23 (0.10) 0.43 (0.11) Verbal (CogAT) E National
Gambrell (2012) 8,261 — 16.00/22.60 37.20/40.80 46.80/36.60 0.65 (0.11) 1.16 (0.09) 0.66 (0.09) Verbal (CogAT) E National
Lohman et al. 1,198 34.40/59.32 — — 65.60/40.68 0.36 (0.19) — 0.36 (0.19) Nonverbal (NNAT) E Southwest
(2008) 1,198 34.40/64.38 — — 65.60/33.62 0.27 (0.20) — 0.27 (0.20) Nonverbal (CogAT) E Southwest
1,198 34.40/57.98 — — 65.60/42.02 0.38 (0.19) — 0.38 (0.19) Nonverbal (RAVEN) E Southwest
Makel, Li, Putallaz, 110,476 58.47/91.40 2.05/2.80 31.39/4.30 6.74/0.50 0.08 (0.06) 0.10 (0.07) 0.07 (0.20) Verbal (SAT) M National
and Wai (2011)
Matthews (2006) 96,858 58.00/92.20 2.00/2.30 31.00/4.10 7.00/1.00 0.09 (0.07) 0.10 (0.07) 0.13 (0.15) Verbal (Achievement M+H North
or intelligence
test)
McBee (2006) 339,894 28.70/43.80 1.70/5.40 56.30/42.50 13.20/8.10 0.45 (0.02) 0.03 (0.02) 0.25 (0.04) Verbal (standardized E South
test scores)/
Nonverbal
(Torrance Tests
of Creative
Thinking—
Figural)/Verbal
(psychometric
assessment)
Monrad et al. 455,515 69.00/81.00 —/1.00 23.00/15.00 6.00/2.00 0.50 (0.01) 0.59 (0.01) 0.32 (0.03) Verbal (Achievement E + M + H South
(2005) or Aptitude test)
2,675,024 49.60/63.17 2.20/4.23 23.90/9.61 23.90/19.52 0.45 (0.01) 0.34 (0.01) 0.77 (0.01) Verbal (Achievement E + M + H South
or Aptitude test)
719,000 59.00/80.57 2.00/— 35.00/15.76 5.00/— 0.28 (0.01) 0.35 (0.01) — Verbal (Achievement E + M + H South
or Aptitude test)
1,559,828 48.00/74.86 3.00/5.55 38.00/15.21 8.00/2.20 0.25 (0.01) 0.29 (0.01) 0.26 (0.02) Verbal (Achievement E + M + H South
or Aptitude test)
1,325,707 58.47/83.78 2.05/3.16 31.39/10.45 6.74/1.82 0.23 (0.01) 0.26 (0.01) 0.27 (0.02) Verbal (Achievement E + M + H North
or Aptitude test)
1,203,697 59.75/76.04 4.80/8.49 26.70/10.51 7.00/3.22 0.31 (0.01) 0.32 (0.01) 0.44 (0.02) Verbal (Achievement E + M + H South
or Aptitude test)
Naglieri and Ford 18,995 74.40/79.54 — 15.07/12.73 10.48/7.73 0.75 (0.08) 0.86 (0.09) 0.87 (0.11) Nonverbal (NNAT) E + M + H National
(2003)
(continued)
Table 1. (continued)

Overall risk Risk ratio B Risk Ratio H


Authors (year) Size (N) GP/ID W % GP/ID A % GP/ID B % GP/ID H % ratio (SE) (SE) (SE) ID methods Grade Region
Neumeister, Adams, 3,443 31.00/49.50 — 58.00/30.50 9.00/14.00 0.39 (0.11) 0.32 (0.12) 1.65 (0.17) Verbal (TerraNova E Midwest
Pierce, Cassady, Comprehensive
and Dixon (2007) Test of Basic
Skills)/Nonverbal
(RAVEN)/
Nonverbal
(Adams/Pierce
Checklist)
Office for Civil 48,273,920 54.94/65.00 5.17/9.58 16.70/9.86 22.26/15.44 0.53 (0.00) 0.55 (0.00) 0.64 (0.00) — — National
Rights (2015)
Olszewski-Kubilius 70,058 59.00/83.00 3.00/5.00 21.00/2.40 17.00/1.00 0.06 (0.07) 0.09 (0.09) 0.05 (0.14) Verbal E Midwest
and Turner (Achievement,
(2002) Aptitude, or
Ability test)
Olszewski-Kubilius, 3,238 45.60/95.00 3.00/— 43.70/5.00 7.10/— 0.05 (0.36) 0.07 (0.36) — Nonverbal E Midwest
Lee, Ngoi, and (NNAT)/Verbal
Ngoi (2004) (Achievement
test)
3,238 45.60/89.00 3.00/— 43.70/11.00 7.10/— 0.12 (0.25) 0.16 (0.25) — Nonverbal E Midwest
(NNAT)/ Verbal
(Achievement
test)
3,238 45.60/92.00 3.00/— 43.70/8.00 7.10/— 0.08 (0.29) 0.11 (0.29) — Nonverbal E Midwest
(NNAT)/Verbal
(Achievement
test)
Peairs, Eichen, 474 40.00/70.00 — 46.00/27.00 — 0.43 (0.33) 0.43 (0.33) — Verbal (Achievement M North
Putallaz, or aptitude test)
Costanzo, and
Grimes (2011)
Pendarvis and 4,800 89.00/90.00 — 11.00/10.00 — 0.90 (0.16) 0.90 (0.16) — Verbal (WISC) E+M South
Wood (2009)
Peters and Gentry 464 38.30/71.00 — 61.70/29.00 — 0.25 (0.32) 0.25 (0.32) — Verbal (standardized) E+M Midwest
(2012) 539 57.00/71.00 — 43.00/29.00 — 0.54 (0.31) 0.54 (0.31) — Verbal (standardized- E+M Midwest
local norms)
539 57.00/62.50 — 43.00/37.50 — 0.80 (0.19) 0.80 (0.19) — Verbal (standardized- E+M Midwest
local norms)
539 57.00/68.00 — 43.00/32.00 — 0.62 (0.22) 0.62 (0.22) — Verbal (standardized- E+M Midwest
local norms)
(continued)

13
14
Table 1. (continued)

Overall risk Risk ratio B Risk Ratio H


Authors (year) Size (N) GP/ID W % GP/ID A % GP/ID B % GP/ID H % ratio (SE) (SE) (SE) ID methods Grade Region
Pfeiffer and 592 64.00/63.00 4.00/6.00 16.00/16.00 16.00/15.00 0.95 (0.29) 1.00 (0.37) 0.93 (0.38) Nonverbal (Rating E National
Jarosewich (2007) Scales)
Pfeiffer, Petscher, 395 62.67/70.80 2.67/4.44 16.00/13.16 16.00/9.91 0.64 (0.24) 0.80 (0.31) 0.58 (0.34) Nonverbal (Rating E+M National
and Jarosewich Scales)
(2007)
Pierce et al. (2006) 3,584 3.00/46.00 — 58.00/36.00 9.00/12.70 0.47 (0.12) 0.41 (0.12) 1.47 (0.18) Nonverbal (RAVEN) E Midwest
Pierce et al. (2011) 750 27.00/30.00 — 53.00/33.00 14.00/28.00 0.77 (0.18) 0.44 (0.18) 2.39 (0.21) Nonverbal (RAVEN) E Midwest
650 25.00/43.00 — 55.00/32.00 14.00/16.00 0.41 (0.20) 0.39 (0.20) 1.17 (0.27) Nonverbal (RAVEN) E Midwest
Ratcliff et al. (2012) 587 54.00/90.00 1.00/— 41.00/6.67 1.00/3.33 0.15 (0.44) 0.10 (0.52) 3.41 (0.83) Verbal (Achievement H South
test)
Robertson (2013) 44,938 60.00/75.00 4.80/5.00 26.70/10.00 7.30/4.00 0.32 (0.09) 0.31 (0.19) 0.53 (0.30) Verbal (Achievement H South
test)
Rowe, Miller, 1,680 46.00/46.00 44.00/45.00 — 2.00/4.00 2.04 (0.43) — 2.04 (0.43) Verbal (WISC) E South
Ebenstein, and
Thompson (2012)
Sarouphim (2002) 303 20.80/14.60 — — 50.20/57.30 1.33 (0.31) — 1.33 (0.23) Nonverbal H Southwest
(performance
tasks)
Sarouphim (2004) 395 14.70/12.30 — — 38.20/40.80 1.11 (0.44) — 1.11 (0.30) Nonverbal M Southwest
(performance
tasks)
Scott and Delgado 262 21.00/77.00 — 40.00/4.00 39.00/19.00 0.08 (0.47) 0.06 (1.01) 0.37 (0.51) Verbal (IQ) E South
(2005)
Shaunessy-Dedrick, 194,000 40.00/75.20 3.00/4.00 21.00/9.00 29.00/1.80 0.12 (0.03) 0.37 (0.03) 0.04 (0.06) Verbal (IQ) E South
Evans, Ferron,
and Lindo (2015)
Suldo and 1,675 61.85/64.93 2.52/3.73 16.31/9.82 18.48/9.82 0.46 (0.22) 0.56 (0.30) 0.48 (0.30) Verbal (State H South
Shaunessy- achievement test)
Dedrick (2013)
Swiatek and 117,215 84.10/84.70 1.80/4.10 10.00/1.30 3.20/0.20 0.10 (0.12) 0.12 (0.13) 0.06 (0.33) Verbal (State E North
Lupkowski- achievement test)
Shoplik (2003)
Terry (2003) 773 71.40/88.00 0.40/2.00 27.70/10.00 0.50/— 0.28 (0.39) 0.29 (0.39) — — M South
Texas Education 648,111 33.70/37.00 3.50/11.20 13.10/7.10 47.40/41.95 0.63 (0.02) 0.51 (0.02) 0.80 (0.01) — — Southwest
Agency (2011)

(continued)
Table 1. (continued)

Overall risk Risk ratio B Risk Ratio H


Authors (year) Size (N) GP/ID W % GP/ID A % GP/ID B % GP/ID H % ratio (SE) (SE) (SE) ID methods Grade Region
Texas Education 417,490 1.65/3.20 0.47/1.48 0.18/0.15 97.56/94.95 0.45 (0.03) 0.83 (0.14) 0.47 (0.02) — — Southwest
Agency (2015) 422,509 1.59/2.97 0.45/1.52 0.19/0.17 97.63/95.14 0.45 (0.03) 0.89 (0.13) 0.48 (0.03) — — Southwest
423,921 1.57/2.66 0.44/1.54 0.23/0.15 97.60/95.43 0.48 (0.03) 0.65 (0.14) 0.51 (0.03) — — Southwest
49,879 1.00/2.13 0.27/0.84 0.09/0.17 98.61/96.87 0.43 (0.09) 1.89 (0.40) 0.44 (0.09) — — Southwest
49,190 0.98/1.39 0.27/0.70 0.09/0.06 98.64/97.85 0.60 (0.10) 0.67 (0.61) 0.63 (0.10) — — Southwest
49,370 0.80/1.10 0.20/0.52 0.07/0.06 98.90/98.32 0.63 (0.11) 0.86 (0.60) 0.65 (0.11) — — Southwest
48,355 0.62/0.81 0.19/0.50 0.10/0.08 99.05/98.59 0.64 (0.13) 0.80 (0.52) 0.67 (0.12) — — Southwest
Van Tassel-Baska, 140,000 59.00/82.90 1.00/2.40 35.00/11.80 5.00/1.60 0.23 (0.02) 0.25 (0.02) 0.31 (0.05) Verbal (State E South
Feng, and De achievement test)
Brux (2007) 140,000 59.00/80.60 1.00/2.10 35.00/14.00 5.00/2.10 0.29 (0.03) 0.30 (0.03) 0.41 (0.08) Nonverbal E South
(performance
tasks with
manipulatives)
Van Tassel-Baska, 139,611 54.00/85.70 1.00/2.20 41.00/9.80 1.00/1.60 0.18 (0.03) 0.16 (0.03) 1.61 (0.08) Verbal (State E South
Feng, and Evans achievement test)
(2007) 139,611 54.00/84.57 1.00/2.11 41.00/11.10 1.00/1.50 0.20 (0.02) 0.18 (0.03) 1.51 (0.07) Nonverbal E South
(performance
tasks with
manipulatives)
Van Tassel-Baska, 716,769 46.20/80.00 1.30/— 42.10/15.00 2.40/— 0.22 (0.01) 0.24 (0.01) — — — South
Johnson, and 1,792 68.00/83.30 — 23.00/11.60 9.00/5.00 0.42 (0.13) 0.44 (0.15) 0.53 (0.22) Nonverbal E South
Avery (2002) (performance
tasks with
manipulatives)
Warne et al. (2013) 13,938 80.50/78.50 1.30/3.60 — 18.20/17.90 0.98 (0.03) — 0.98 (0.03) — E West
Wilson (2015) 34 94.10/93.30 2.90/6.70 2.90/0.00 — 0.0000 0.0000 Nonverbal (Primary E Southwest
test of Nonverbal
Intelligence)
Woitaszewski and 631 80.70/87.00 1.90/3.00 9.50/5.00 6.40/3.00 0.46 (0.60) 0.50 (0.75) 0.45 (0.95) Verbal (WISC) H Midwest
Aalsma (2004)

Note. GP/ID = General Population/Identified Population; W = White; A = Asian; B = Black; H = Hispanic; E = Elementary School; H = High School; M = Middle School; SE = standard error; WISC = Wechsler
Intelligence Scale for Children; ITBS = Iowa Test of Basic Skills; CogAT = Cognitive Abilities Test; SAT = Scholastic Assessment Test; NNAT = Naglieri Nonverbal Abilities Test; RAVEN = Raven Standard
Progressive Matrices.

15
16 Gifted Child Quarterly 00(0)

Outliers.  Before inferential analysis was conducted, the dis- observed variance is beyond sampling errors. Second, we
tribution of the RRs was examined for any outliers. Outliers used I2 (Higgins & Thompson, 2002) and τ 2 indices to
should be eliminated when illegitimately present in a data understand the extent of the variance resulted in between-
set; but their exclusion should be approached with rigor and study difference relative to total variation in LRR.
caution (Barnett & Lewis, 1994). Tukey (1960, 1977) espoused We repeated the aforementioned analyses for (a) the com-
elimination of outliers that exist three times the interquartile bined group of traditionally underrepresented students (i.e.,
range of either the 75th or 25th percentiles. One study fit this Black, Hispanic, and Native American students) compared
criterion. Wilson (2015) conducted a study observing differ- with the combined group of White and Asian students and
ences between young children with high intellectual abilities (b) each racial minority group compared separately with the
and their peers in cognitive and social play. A sample- combined group of White and Asian students. Note that we
adjusted meta-analytic deviancy statistic (Huffcutt & Arthur, could not conduct a subgroup analysis for Native American
1995) was calculated for the study and indicated that inclu- students because of the small number of effect sizes (k = 9).
sion or exclusion of the study would have minimal influence All results of inferential analyses were transformed back to
on estimating the population parameters due to the small pri- the original metric and reported in the Results section.
mary sample size (n = 34) in the Wilson (2015) study. As the
study was minimally impactful, it was only included in anal-
ysis for the overall effect size and was excluded from subse-
Moderator Analysis
quent analysis. Three factors were primarily explored in the moderator analyses
to explain the variation in RRs: (1) type of identification meth-
ods (five methods), (2) geographic locations (four regions), and
Data Analysis
(3) grade level (three grade levels). To address the second
A random-effects model was used as the theoretical frame- research question, we considered analyzing all three categorical
work for conducting a meta-analysis. Given that these effect moderators simultaneously with a meta-regression. However,
sizes are associated with social science data, no perfect mea- conducting the regression analysis resulted analyzing nine
sure can be derived to accurately formulate the parameter dummy variables in the model using a reduced number of effect
that describes the population of analysis, and thus some of sizes (k = 30). The reduction of the sample size occurs because
the variation might be simply due to error. However, we view not all studies include information for all variables. For exam-
the population value for the effect sizes retrieved from pri- ple, in the study by Lohman et al. (2008), the authors only pro-
mary studies as not identical but follow a hypothetical distri- vided information on Hispanic and White student populations
bution. Thus, the observed variation in effect sizes is also but did not include any information about the Asian and Black
caused by differences of design in the studies, in particular students. As a result, this study would not be included in the
by different methods of identification and student population regression analysis. Eliminating studies that did not provide
in primary studies. information on all variables in regression analysis for listwise
deletion reduced the sample size, which would result in lower-
The Computation of Average RR and Exploration of Variance in ing the statistical power and affecting the precision and accu-
RRs. We computed the average RR to determine if Black, racy of the estimations. In addition, although regression analysis
Hispanic, and/or Native American students are proportion- allows researchers to examine an additive effect of each mod-
ally represented in gifted programs. In order to compute the erator when controlling other moderators in the model, while
average RR, we first transformed RR to log risk ratio (LRR) the interpretation of those coefficients become more complex.
by taking the natural logarithm of RR to maintain a symmet- In fact, we found that the three moderators were relatively inde-
ric distribution of effect sizes (Borenstein et al., 2009). The pendent in our preliminary analyses (i.e., |rIDLocation| = .07-.33,
SE of the LRR is defined as: |rIDGrade| = .01-.16, |rLocationGrade| = .004-.14, all are nonsignificant,
1 1 1 1 except for IQ and midwest), suggesting that no specific applica-
SELRRi = − + − tion of identification method is used at a particular region or
URGi URi RGi Ri
grade level and thus the influence of intercorrelation among
where URi is the number of Black, Hispanic, and/or Native moderators was minimal. Furthermore, Higgins and Thompson
American students in study i, URGi is the number of Black, (2002) indicated that a meta-regression with multiple covariates
Hispanic, and/or Native American students who were identi- (in our case, nine dummy variables with one intercept) will
fied as gifted among URGi, Ri is the number of White and increase the likelihood of committing a Type I error when evalu-
Asian students in the same study, and RGi is the number of ating individual effects. Based on methodological consideration
White and Asian students who are identified among Ri. We for the current data conditions and for ease of interpretation, we
used the weight, which is the inverse of total variance, to chose to use meta–analysis of variance (ANOVA) to analyze
compute the average LRR, so that the primary study with each moderator separately. In addition, due to the increased pos-
large sample size will obtain larger weight than that with sibility of committing a Type I error with multiple ANOVA, we
small sample size. We ran Q test of heterogeneity to judge if adjusted alpha level to α = .01 for statistical evaluation.
Hodges et al. 17

Figure 2.  Funnel plot for publication bias.

Comprehensive Meta-Analysis software (Version 3.1.1; reference group, was 0.34 with an SE of 0.01. The RR of
Borenstein, Hedges, Higgins, & Rothstein, 2014) was used for 0.34 indicates that the probability of being identified for
the analyses using meta-ANOVA. Black, Hispanic, and Native American students is about one-
third that of the probability of being identified for White and
Asian students. This means that students in the focal group
Sensitivity Analysis
remain largely underidentified for and underrepresented in
Publication Bias.  Since studies with contradictory or null results gifted programs in the United States. However, as shown the
are less likely to be published than studies with significant variability of RRs in Table 2, the Q result also indicated that
results in the expected direction, description of unpublished the significant variation exists among retrieved RR, Q(84) =
studies is required. Among the studies in the current meta- 149,293.87, p < .0, τ2 = .081. Because the I2 index of 99.99
analysis, 45 of them are published, 4 of them are unpublished % indicates heterogeneity of effect sizes are mainly due
dissertations, and the remaining 5 are state and technical reports. between study variance, this supports the need of moderator
We constructed a funnel plot to describe the distribution of analyses (Hox & Leeuw, 2003).
effect sizes in terms publication bias (Figure 2). The idea behind
the funnel plot is that if the effect sizes are distributed symmetri- Moderator Analyses.  Because not all studies reported identifi-
cally in a funnel shape (with the idea that the larger the sample cation methods, only 56 of 85 effect sizes were associated
size, the closer to the true population mean) then there can be with a description of the identification procedures used in
assumed to be little publication bias (Cooper, Hedges, & Valen- their respective studies. For example, a study only contain-
tine, 2009). Analysis of the funnel plot showed minimal publi- ing information on grade level would only be included in the
cation bias as indicated by the roughly symmetrical shape. A meta ANOVA regarding grade level. A test for heterogeneity
classic fail-safe analysis was conducted as an alternative test for supports that significant variability across effect sizes
publication bias and indicated that 4,113,553 studies would be existed, Q(55) = 8,277.60, I2 = 99.08, p < .01, τ2 = 0.09. As
needed for p > .05 to be observed. Orwin’s fail-safe was also reported in Table 2, the average RR for nonverbal identifica-
used to test how many studies would need to be added to the tion methods is 0.34 (k = 28, SE = 0.08); whereas, for 30
meta-analysis for the null to be accepted (RR = 1). The test effect sizes were aggregated to provide an RR effect size of
results indicated 6,115,182 null studies would need to be added 0.27 (SE = 0.06) for the traditional methods. However, the
for the observed effect with the current pool of studies for the difference in the average RRs was not statistically signifi-
null result to be accepted. cant, Q(1) = 2.31, p > .50. The inclusion of additional effect
sizes in the meta ANOVA breakdown by a specific identifi-
cation instrument also suggested that the difference is not
Results statistically significant, Q(4) = 3.21, p > .50. The average RR
was 0.42 for RAVEN (k = 7, SE = 0.26) while the average
Representation of Black, Hispanic, and Native
RRs were 0.27 for NNAT (k = 11, SE = 0.12) and 0.34 (k = 4,
American Students in Gifted Program SE = 0.26) for the CogAT-NV, respectively. Conversely, the
The overall average RR, that compares the proportion of average RR for IQ tests was 0.31 (k = 10, SE = 0.16) and that
Black, Hispanic, and Native American students identified as of achievement tests was 0.24 (k = 20, SE = 0.08). This sug-
gifted and/or served in a gifted program to that of the gests that regardless of the identification instruments, the
18 Gifted Child Quarterly 00(0)

Figure 3.  Forest plot for examining effect sizes.


Hodges et al. 19

Table 2.  The Average Risk Ratio (RR) as a Function of Type of Identification Test, Study Participants’ Grade Level, and Location.

k RR LL UL Q
Identification test NNAT 11 0.27 0.17 0.42 3.21
CogAT-NV 4 0.34 0.17 0.69
RAVEN 7 0.42 0.24 0.74
State-based achievement 20 0.24 0.17 0.33
IQ 10 0.31 0.19 0.50
Verbal/Nonverbal Verbal 30 0.27 0.21 0.33 2.31
Nonverbal 28 0.34 0.27 0.43
Grade Elementary 33 0.25 0.19 0.34 3.63
Elementary and Middle 9 0.47 0.27 0.83
Middle and High 11 0.31 0.18 0.53
Location Midwest 24 0.24 0.20 0.29 31.05*
North 6 0.23 0.16 0.31
South 21 0.32 0.26 0.38
Southwest 19 0.47 0.39 0.57

Note. NNAT = Naglieri Nonverbal Abilities Test; CogAT-NV = Cognitive Abilities Test–Nonverbal; RAVEN = Raven Standard Progressive Matrices; LL =
lower limit; UL = upper limit.
*p < .05.

probability of being identified for the underrepresented found strong moderator effect by location, Q(3) = 68.87, p <
group is persistently about one-third of that for the overrep- .001. The probability of being identified for Black students
resented group. Similarly, the chance of being identified is compared with White and Asian students is less than one-
persistently lower across all grade levels for underrepre- fifth that of the midwest (i.e., RR = 0.17, k = 24, SE = 0.03).
sented groups compared with overrepresented group, Q(2) = However, the probability of being identified in southwest is
3.63, p = .16, in the meta ANOVA. greater (RR = 0.46, SE = 0.10), but still about 50% less likely
An examination of the effect sizes for location suggested compared with the reference group.
that there existed a difference in identification rate across
location, Q(3) = 31.05, I2 = 99.56, p < .001 (see Table 2). We
Representation of Hispanic Students in Gifted
found the average RR of 0.47 for southwest (k = 19, SE =
0.09) and 0.32 for the south (k = 21, SE = 0.06), while the Education Program
RRs for north and midwest are 0.23 (k = 6, SE = 0.08) and The moderator analyses for Hispanic students showed a
0.24 (k = 24, SE = 0.04), respectively. This indicates that the somewhat different pattern from than that for Black students.
southwest had the highest rates of proportional identification An overall RR is 0.36 (SE = 0.03) with significant variation
with underrepresented populations being identified at nearly across studies, Q(71) = 82,541.03, p < .001, I2 = 99.12, which
50% of the rate of populations who are traditionally identi- is similar to the overall RR for Black students. Although it
fied for services. was not statistically significant with the specified alpha of
.01, Q(1) = 4.13, p = .04, possibly large variation in RRs
Representation of Black Students in Gifted within the category, it is worth noting that the RR for identi-
fication by nonverbal tests was 0.50 (k = 22, SE = 0.26),
Education Program whereas, it was only 0.26 (k = 27, SE = 0.12) for verbal iden-
An overall RR was 0.28 (k = 74, SE = 0.03) with significant tification measures (see Table 3). Furthermore, inconsistent
variation in RR across studies, Q(73) = 122,697.08, p < .001, with the result of Black students, there is no difference in
I2 = 99.90. The subsequent moderator analyses identified RRs by grade level, Q(2) = 0.88, p >.50. Like the results with
patterns like those we observed in the results with overall Black students, we found no significant differences in RR
underrepresented population, except participant grade level among specific identification tests we explored, Q(4) = 1.36,
in the meta-ANOVA. More specifically, the identification p >.50. We also found that significant variation in the aver-
bias is persistent regardless of identification instruments. age RR by geographical location for Hispanic students.
In addition, in the meta-ANOVA with only Black students Similar to the finding with Black students, identification bias
in the focus group, we found that the RR was higher (RR = is less in the south (RR = 0.35, k = 20, SE = 0.11), and south-
0.47, k = 9, SE = 0.25) when studies combined elementary west (RR = 0.49, k = 21, SE = 0.13), Q(3) = 11.86, p = .01.
and middle school students in their sample, compared with Thus, the probability of being identified for Hispanic stu-
elementary only (RR = 0.17, k = 31, SE = 0.08). We also dents living in in south and southwest is greater than for
20 Gifted Child Quarterly 00(0)

Table 3.  Risk Ratio (RR) of the Various Moderators for Black students and Hispanic Students.

Black Hispanic

  k RR LL UL Q k RR LL UL Q
Identification test NNAT 9 0.23 0.06 0.87 0.82 8 0.44 0.16 1.22 1.36
CogAT-NV 3 0.40 0.04 3.89 4 0.33 0.08 1.38
RAVEN 5 0.21 0.04 1.24 6 0.48 0.15 1.61
State-based 17 0.16 0.06 0.41 17 0.24 0.12 0.50
Achievement
IQ 9 0.21 0.07 1.18 9 0.32 0.12 0.87
Verbal/nonverbal Verbal 26 0.21 0.11 0.40 0.24 27 0.26 0.17 0.40 4.13*
Nonverbal 20 0.27 0.13 0.57 22 0.50 0.31 0.81
Grade Elementary 31 0.17 0.13 0.29 12.99* 30 0.30 0.19 0.47 0.88
Elementary and 9 0.47 0.29 0.78 3 0.44 0.11 1.75
Middle
Middle and High 7 0.18 0.10 0.32 11 0.44 0.21 0.93
Location Midwest 24 0.17 0.15 0.20 68.87* 18 0.29 0.22 0.39 11.86*
North 4 0.16 0.11 0.23 5 0.20 0.12 0.34
South 20 0.30 0.26 0.36 17 0.35 0.26 0.47
Southwest 16 0.46 0.37 0.56 19 0.49 0.38 0.64

Note. NNAT = Naglieri Nonverbal Abilities Test; CogAT-NV = Cognitive Abilities Test–Nonverbal; RAVEN = Raven Standard Progressive Matrices; LL =
lower limit; UL = upper limit.
*p < .05.

those students in the same racial group who live in other Black students (RR = 0.17). In comparison, the south identi-
region in the United States, but still about 50% less likely fies Black students at almost twice the rate of the midwest
compared with the reference group. (RR = 0.30) and the southwest identifies them at almost three
times the rate of the midwest (RR = 0.46). The identification
gap observed by many researchers for Black students exists
Discussion
across throughout the United States. Warne et al. (2013)
Scholars in the field of gifted education have observed dis- reported an OR of identification of Black students (OR =
crepancies in racial representation in gifted programming 0.81), Hispanic (OR = 0.95), and Native American (OR =
(Yoon & Gentry, 2009) as well as in identification by tradi- 0.54) students in Utah. An OR of 0.81 meant that the Black
tional testing methods, including state standardized tests and students are being identified at 81% the rate of identification
IQ tests (D. Ford, 2014). With an overall RR of 0.34, this when compared with their White peers. The researchers used
means that the probability of historically underrepresented their findings to state that there was no unified underrepre-
students being identified is 66% less than for Asian and sentation across the United States for traditionally underrep-
White students. This supports previous findings that Black resented populations due to the comparatively high rates of
and Hispanic students continue being largely underidentified identification in Utah. In comparison, the identification sta-
and underrepresented in gifted programs in the United States tistic calculated for Black students in our study is closer to
for decades (Daniels, 1998; Erwin & Worrell, 2012; D. Ford, the one observed by Konstantopoulos et al. (2001), in which
2014; Yoon & Gentry, 2009). However, when this RR is they reported an OR of 0.37 for Black students in compari-
examined using a moderator of location or grade, the results son with their White peers. Given that equitable identifica-
indicate a more positive outlook for some groups in certain tion of Black students was not observed in other authors’
regions. studies, it is likely that the findings of Warne et al. (2013) are
Black students were identified with an RR of 0.28, evidenced unique to the state of Utah. As such, these findings supported
their underrepresentation in gifted programs. This finding is the conclusion drawn by the authors that there was variabil-
aligned with the body of research that details the inequity in ity in identification by region. These findings also support
representation reported by numerous researchers (e.g., Daniels, the work of Yoon and Gentry (2009), who documented vari-
1998; Erwin & Worrell, 2012; D. Ford, 2014; D. Y. Ford & ability by state in identification rates by using the OCR
Harris, 1994; Lakin & Lohman, 2011; Naglieri & Ford, 2003; reporting database. Some explanations for the uneven identi-
Yoon & Gentry, 2009). Additionally, when this national rate is fication rate could be due to the litigation leveled within
examined by region, the midwest woefully underidentifies some southern states in particular (Stephen et al., 2012),
Hodges et al. 21

which has led to changes in policy and resulting identifica- students “catch up” to their peers by late elementary and
tion practices. middle school and are therefore more likely to be identified
With an overall RR of 0.36, Hispanic students, like Black as gifted at that time.
students, are underrepresented in gifted programs. In addition, The moderator analysis of identification methods pro-
when examined by region, the south (RR = 0.35) and south- vided notable empirical evidence contradicting the claims of
west (RR = 0.49) have higher levels of proportional identifica- researchers who have developed nonverbal methods as a
tion than other regions, particularly the midwest (RR = 0.29). means to close the proportional representation gap (Lohman,
Esquierdo and Arreguín-Anderson (2012) voiced their con- 2011; Naglieri & Ford, 2003; Pfeiffer & Jarosewich, 2007;
cern over the lack of proportional identification in the south- Sarouphim, 2002; Van Tassel-Baska et al., 2002). Overall, we
west among Hispanic students, but compared with the national found no statistically significant difference in the RR between
trend, these students are identified as gifted at 33% greater in verbal and nonverbal methods of identification. In addition, no
this region than in other areas of the country. Using the data statistically significant differences existed for the testing meth-
presented by Esquierdo and Arreguín-Anderson (2012), an ods examined in this meta-analysis. The nonverbal tests were
RR of 0.48 was reported for Hispanic students in the south- specifically created to address the proportional gap in identi-
west. This coincides with the RR found in our study. This fication of underserved students (Naglieri & Ford, 2003), but
higher level of proportional identification suggests that the the gap persists.
education systems in the southwest are having success in the An examination of the influence of verbal and nonverbal
methods and policies it uses for identification. methods of identification in Black and Hispanic students,
There is also a likely corollary between districts with separately, revealed a difference in the average RRs for the
large numbers of Hispanic students and higher identification two groups. Black students were not only being identified
rates (Raudenbush et al., 1998). Consequently, the midwest, at the same rate with regard to verbal and nonverbal identifi-
which is currently experiencing an increase in enrollment in cation methods, but both rates were also remarkably low
public schools by Hispanic students (Brown & Lopez, 2013), (RR = 0.17 and RR = 0.19, respectively). These rates of iden-
is below the national average for proportional identification tification demonstrate that despite researchers’ best efforts
of Hispanic students. This supports the findings of Yoon and (Lohman, 2011; Naglieri & Ford, 2003; Pfeiffer & Jarosewich,
Gentry (2009). In the south and southwest regions of the 2007; Sarouphim, 2002; Van Tassel-Baska et al., 2002),
country, despite the increase in identification of Hispanic Black students remain underidentified and underserved
students, they are still largely underrepresented in gifted regardless of identification method (Erwin & Worrell, 2012;
programs. Yoon & Gentry, 2009). This gap in representation is unlikely
In comparing the identification rate between Black and to be closed by only a test without further support in the form
Hispanic students, Black students are identified at lower of programs and funding (Kettler et al., 2015; Peters et al.,
rates than their Hispanic peers in all regions examined. The 2013)
greatest contrast between the two rates in comparison with The findings for Hispanic students were the same as those
the overall rate is in the midwest (Black RR = 0.17, Hispanic for Black students. There was no statistically significant dif-
RR = 0.29). This is a new finding in the field. Scholars who ference between verbal and nonverbal identification meth-
have examined underrepresentation have largely focused on ods. This provides evidence that Hispanic students also
the south and southwest regions of the United States experience no increase in proportional identification rates
(Esquierdo & Arreguín-Anderson, 2012; McBee, 2006). As when nonverbal tests are used in place of traditional identifi-
such, a large gap in proportional identification existing in the cation methods. As the Hispanic population continues to
midwest among Black students and their Hispanic peers is a grow in public schools (Brown & Lopez, 2013), the results
finding that warrants further investigation. of the meta-analysis show that there has not been similar
Statistically significant differences in terms of grade level growth in gifted identification rates as well. Esquierdo and
were only observed for Black students. These students were Arreguín-Anderson (2012) cautioned against the prospect of
identified at higher rates in the middle grades (RR = 0.47) excluding Hispanic students from gifted services. The results
compared with the elementary (RR = 0.17) and high school from this study demonstrate that nontraditional methods of
(RR = 0.18) levels. Consequently, this suggests that the trend identification are unlikely to address the concerns of
of closing performance gaps on tests at the later elementary Esquierdo and Arreguín-Anderson (2012).
and the middle level observed by Lohman and Korb (2006) The results of this study coincide with Erwin and Worrell’s
may have led to higher identification rates. The large SE (2012) findings but not with their conclusion. In their analy-
associated with the effect size for middle grades suggests a sis of assessment practices, they found that, when controlling
large amount of variance among identification rates of mid- for achievement, there was no difference in identification
dle school Black students. However, Black students may rates. Like Warne et al. (2013), they argued that a combina-
have been less likely to be identified as gifted because many tion of socioeconomic factors was the cause for underidenti-
enter public school with less academic exposure than other fication and not the actual identification methods. This
students (D. Y. Ford, Grantham, & Whiting, 2008). These conclusion is supported by the results for Black and Hispanic
22 Gifted Child Quarterly 00(0)

students for whom there was no significant difference Limitations


between the verbal and nonverbal tests.
Because of the limited number of effect sizes (k = 15), The study has several limitations that affect the generalizability
we were unable to conduct similar analyses for Native of the results. First, a relatively small number of effect sizes
American students. Of the 10 retrieved studies, seven were used for analysis of the three specific identification tests
were from state reports and three were from national sur- (NNAT, RAVEN, and CogAT-NV) as compared with the other
vey data. An overall RR effect size of 0.49 was obtained moderators (grade and region). This limitation is mitigated by
from the available data with an SE of 0.11. The lack of the small SEs due to the large sample size within the primary
usable data found through this meta-analysis of the Native studies, but with an increased number of effect sizes from large
American students is discouraging in many ways. First, samples, the validity of the results will increase. Furthermore,
this is reflective of how researchers generally do not the small number of effect sizes limits the scope of moderator
report on this population when examining gifted students analyses. Our analysis could investigate three key moderators.
in schools (Gentry, Fugate, Wu, & Castellano, 2014). This Because these three moderators are little correlated, our conclu-
is troubling as the national information derived from the sion with meta-ANOVA maintains a statistical conclusion valid-
state reports and national surveys indicates that Native ity. However, the fact that unexplained variances remain among
American students are underrepresented in gifted pro- effect sizes suggests the possibility for the existence of other
gramming. However, we do not have information on how moderators which are not revealed in the current analysis. There
underrepresented they are in comparison with Black and are many other factors that can influence proportional identifi-
Hispanic students, nor do we know if the RR for the cation. Factors such as the social–economic status of the dis-
Native American students is similar to that of the different tricts, the effects of poverty and immigration (e.g., language
regions of the country or among different grade levels. challenges, cultural differences), as well as systematic racism
Second, this lack of information makes it difficult for all are likely to contribute to the underrepresentation of Black,
stakeholders to implement policies to address representation Hispanic, and Native American students receiving gifted ser-
of Native youth in gifted programs. In this meta-analysis, we vices. If a newly found moderator is related to one of three mod-
found the use of (non)verbal methods were able to iden- erators used in current investigation, the analysis with
tify almost twice as many Hispanic students for gifted meta-ANOVA does not identify the unique impact of the mod-
programming than the use of verbal methods. However, erators without accounting for the correlated moderators. Thus,
the same cannot be said for Native American students as further investigation of other potential moderators will not only
there is not enough information about their identification require additional k but also require the use of more sophisti-
rates on the various methods of scholastic assessments. cated statistical analysis, such as the application of multilevel
This makes it difficult to understand baseline or to mea- modeling (Hedges & Maier, 2013) to fully entangle the com-
sure improvement concerning proportional representation plex phenomena of identification gap in gifted program. It is
of Native American students. also important to mention that further investigation is needed to
A final finding is that articles published in gifted educa- facilitate our understanding of the roles these factors play as
tion journals lack a standardized reporting procedure for well as the strength of their influences on identification in pri-
their samples. Of the 1,526 articles reviewed in the four mary studies.
major gifted education journals, the methods for reporting Second, because of the lack of consistency in reporting
samples varied. Some authors reported a sample as being practices, some effect sizes have been impossible to calculate.
gifted without any description of how those students were Unless researchers studying gifted students are clear about the
identified as gifted. Given the broad spectrum of definitions demographics of their sample and how the students were iden-
for giftedness and the varied identification methods (Erwin tified as gifted, it will be difficult to obtain the necessary effect
& Worrell, 2012), trying to draw cohesive inferences about sizes needed to increase the validity of the results.
the population is problematic. Third, the samples from the northeast and western regions
In essence, making inferences on a population that is ill- of the United States were not included in a moderator analy-
defined frequently leads to error and/or bias. Two studies sis. This is partially due to the limited number of studies that
might examine gifted populations, but if those two studies have been conducted in these two regions with gifted popula-
drew on samples that were identified using different methods tions. Since we found that identification gaps differ by
and under various definitions, then trying to generalize region, without information from the northeast and western
between the two samples becomes difficult if not outright regions of the country, we do not know if these regions are
impossible. In other words, the term “identified gifted” has a achieving proportional representation in their gifted popula-
large amount of variance in what it means. When analyzing tions. The field of gifted education will benefit from high-
the effects of given interventions and identification methods, quality studies conducted on the gifted population in these
researchers should provide greater clarity concerning the regions with detailed reporting that clearly explains the sam-
demographics of their sample and the identification proce- ple demographics along with the methods used to identify
dures used to determine giftedness. the gifted students.
Hodges et al. 23

Finally, we were unable to conduct analyses for Native ORCID iD


American students due to a lack of studies that report statis- Marcia Gentry https://orcid.org/0000-0003-3048-2373
tics for this population. The Native American population is
about 1.2% of the total population of the United States.
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28 Gifted Child Quarterly 00(0)

Asian American students. Gifted Child Quarterly, 53, 121-136. methodological expert to supervise quantitative data analyses
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pated in several research projects on gifted and talent develop-
Author Biographies ment funded by U.S. DOE Javits Program and by NSF.
Jaret Hodges is a post doctoral associate at the Duke University Marcia Gentry is the director of the Gifted Education Resource
Talent Identification Program. His research interests are in underrep- Institute and Professor of Educational Studies at Purdue University.
resented populations in gifted education and gifted education policy. Her research has focused on the use of cluster grouping and differ-
entiation; the application of gifted education pedagogy to improve
Juliana Tay is a doctoral candidate at Purdue University where she
teaching and learning; student perceptions of school; and on non-
is pursuing a degree in gifted education. Her research interests
traditional services and underserved populations. Marcia developed
include gifted art learners, issues in identification for giftedness,
and studied the Total School Cluster Grouping Model and is
and evaluation of gifted programs.
engaged in continued research on its effects concerning student
Yukiko Maeda Ph.D. is an Associate Professor of Educational achievement and identification and on teacher practices. She is past
Psychology at Purdue University, specializing in research meth- chair of the AERA SIG, Research on Giftedness, Creativity, and
odology. Her expertise includes research synthesis, meta-analy- Talent, actively participates in NAGC, frequently contributes to the
sis and multilevel modeling. She has collaborated with educa- gifted education literature, and regularly serves as a speaker and
tional researchers in various disciplines as a data analyst and a consultant.

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