Examining
text complexity
in the early grades
By Jill Fitzgerald,
Jeff Elmore, Elfrieda H. Hiebert,
Heather H. Koons, Kimberly Bowen,
Eleanor E. Sanford-Moore,
and A. Jackson Stenner
Common Core
Choosing texts for early-grade
students is critical if educators
hope to reach the Common
Core goal of improving reading
skills.
This article is available at our Kappan
Common Core Writing Project web site
kappancommoncore.org
The text-complexity standard in the Common Core was created
with the goal of all students being college- and career-ready at the end of 12th
grade. The Common Core authors argued that college and workplace texts are significantly more complex than those in high school, that higher-performing college
students are differentiated from lower-performing peers in their ability to answer
questions associated with complex text, and that the text-complexity gap between
high school and college/workplace must be closed. To close the gap, all students
throughout schooling should read more complex texts than they currently do.
Debate about the text-complexity standard is heated (Hiebert, 2012; Shanahan,
2011; Gamson, Lu, & Eckert, 2013). Some of the fuss is about a text-complexity
staircase presented in the standards — a staircase that provides “grade-by-grade
specifications (text-level bands) for increasing text complexity in successive years
of schooling” (NGA Center for Best Practices & CCSSO, 2010, Appendix A, p.
4). Raising the text-complexity bar for beginning readers is especially controversial because the Core’s 2nd/3rd-grade step ends at 820 Lexiles (L) — about one
grade level higher than previous recommendations (Williamson, Fitzgerald, &
Stenner, 2014). Historically, while many students have achieved a reading level at or above 820L by the end of 3rd grade, struggling
readers have attained, on average, only about 400L by
the end of 3rd grade (Williamson et al., 2014).
For many children, making up the
nearly 400L difference from
kindergarten through 3rd
grade may require Herculean effort (Williamson et al.,
2014).
JILL FITZGERALD (jfitzger@email.unc.edu) is a research professor and professor emerita at The University of North Carolina
at Chapel Hill and a distinguished research scientist at MetaMetrics, Durham, N.C. JEFF ELMORE is a research engineer
at MetaMetrics. ELFRIEDA H. HIEBERT is president/CEO of TextProject, Santa Cruz, Calif. and a research associate at
the University of California at Santa Cruz. HEATHER H. KOONS is director of research services, MetaMetrics and a clinical
assistant professor at The University of North Carolina at Chapel Hill. KIMBERLY BOWEN is senior assessment designer at
ACT, Iowa City, Iowa, and a former research associate, MetaMetrics. ELEANOR E. SANFORD-MOORE is senior vice president
research and development, MetaMetrics. A. JACKSON STENNER is CEO at MetaMetrics and a research professor at The
University of North Carolina at Chapel Hill.
60 Kappan
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Still more fuss is about how early-grades teachers can evaluate texts to know which ones are more or less complex for
their students (Hiebert, 2013). The Common Core provides
four qualitative indicators:
•
•
•
•
Levels of meaning or purpose;
Structure;
Language conventionality and clarity; and
Knowledge demands (NGA & CCSSO, 2010).
Yet educators question the extent to which the four indicators
are applicable to early-grades texts (Hiebert, 2013). While even
the youngest of students are expected to read more complex
texts than in the past, the standards are nearly silent on textcomplexity factors for early-grades texts.
Still, the text-complexity standard is a standard, and earlygrades teachers in states that adhere to the Common Core
are bound by policy to shepherd all students to reach the
standards’ goals. As educators attempt to support young children to read increasingly complex texts, they need a firm
understanding of what makes beginning-reading texts more
or less complex.
What’s a teacher to do?
We recently completed a text-complexity study (Fitzgerald et al., 2015) that
explores what makes early-grades
texts complex. We examined
350 digitized books selected to represent a
wide range of kindergarten through 2ndgrade texts. Textcomplexity levels for
the books were determined using a scale
created by combining
teachers’ judgment of text
complexity and student reading. We identified 22 text characteristics that could be possible contributors to text complexity and created many
computerized operations to measure the text characteristics in different ways. We then analyzed the digital
texts using the computerized text-characteristic operations to
determine which characteristics mattered most in relation
to the assigned text-complexity levels. We learned a lot about
early-grades text complexity — a lot that can help teachers.
Early-grades texts are special
Before teachers even look at the complexity in texts, they
need the knowledge and awareness that early-grades texts
differ from upper-grades texts in that they are designed specifically to facilitate young students’ progress. Think about
what beginning readers are mainly working on: cracking the
code. Making meaning with texts is always the focus, but
young children especially need to develop the ability to hear
sounds in words, develop sight words, and acquire word recognition strategies (Fitzgerald & Shanahan, 2000).
What’s in a text is important to children’s reading growth
because the presence of certain text features can actually facilitate the development of code cracking (Compton, Appleton, &
Hosp, 2004), and it’s not generally as clear-cut as easing back
on word meaning difficulty and/or using shorter sentences to
bring a text down to the beginning-reader level. Lots of word
repetition in texts reinforces sight-word learning and development of the sounds associated with spelling patterns (Vadasy,
Sanders, & Peyton, 2005). Rhyming words advance the ability
to hear sounds in words, a critical factor in learning to read (Adams, 1990). Words that are familiar in meaning in oral language
reduce challenges to meaning creation while reading, permitting more attention to word recognition (Muter et al., 2004).
Repeated refrains or phrases also reinforce sight word development as well as scaffolding development of a variety of word
recognition strategies, such as using context to make guesses at
unknown words (Ehri & McCormick, 1998). Moreover, texts
that combine several types of text-characteristic support may
exponentially scaffold and boost children’s early code-learning
development.
Using text characteristics as indicators
With the understanding that early grades are special because their construction can springboard children into reading, teachers can then begin to examine texts to match “just
right” complexity levels to particular children. They can
think about four main groups of text characteristics. After
examining the 350 books in our study, we found nine text
characteristics that could be aggregated into four constellations:
• Word structure demand (decoding demand of words
and the number of syllables in words);
• Word meaning demand (age at which word meanings
are acquired, word abstractness, and word rareness);
• Sentence complexity; and
• Discourse-level characteristics (diversity of phrases
across sentences, text density/information load, and
how compressible the information in the text was or
wasn’t).
The essence of the discourse-level characteristics is that
they signify the degree to which redundancy, repetition, or
patterning occurs in a text. An additional key finding was
that interplay among text characteristics was important for
explaining the complexity of some books.
To better understand the text characteristics and the four
constellations, check out the book Funny Faces and Funny Places
(Modern Curriculum Press, 1996b) in Figure 1. The Lexile
level of the text is 85, a low text-complexity level. The bottom
graph shows how the book ranks against all 350 books in each of
the nine text characteristics. So among all 350 of our K-2 books,
the decoding demand of words in Funny Faces and Funny Places is
somewhat elevated. There are lots of multisyllable words, word
meanings are fairly easy for early-grade children, and sentences
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FIGURE 1.
Text characteristics of Funny Faces and Funny Places
There are funny faces in all kinds of places.
There are funny faces on each clown.
There are funny faces upside down.
There are funny faces in each car.
There are funny faces on each star.
There are funny faces in all kinds of places.
(Published with permission, Pearson Education.)
100
Percentile
80
60
40
20
0
Word structure
demand
Word meaning
demand
Sentence
complexity
100
Percentile
80
60
40
20
0
Decoding
demand
62 Kappan
Syllables
Age
Word
Word
meaning abstractions rareness
acquired
Sentence
complexity
Phrase
diversity
aren’t very complex. On the other hand, the yellow bars
suggest a considerable amount of repetition and redundancy. (Lower bars for all the characteristics, including
discourse-level characteristics, mean “easier” texts. So
the low bar for discourse-level means lots of repetition/
redundancy/patterning). The top graph shows similar information but with four composites to represent
the constellations of characteristics. The considerable
redundancy in Funny Faces and Funny Places trades off
the relatively high-level decoding demand of the text
to bring down the Lexile level.
Teachers who want to select the “just right” text-complexity levels for students don’t have to have graphs for
books like the ones in Figure 1. The graph just shows
the importance of the characteristics and how they can
interplay with one another.
Teachers can read part of a
book and think about the
broad constellations of word
decodability and word meanings in relation to student
ages, along with syntactic
complexity and the extent of
repetition and redundancy.
Of course, the four broad
constellations don’t cover everything the teacher should
think about. Whether stuDiscourse
dents have sufficient backlevel
ground knowledge for the
text, and whether students
are English-language learners are among additional important factors.
The four constellations
of characteristics make
good sense when considering young children’s needs
for cracking the code. The
specialness of early-grades
texts is again apparent in
that the four clusters are
somewhat different from
the four qualitative indicators noted in the Common
Text density/ NoncomCore. There is overlap
information pressibility
between word meanings
load
and the Common Core’s
“meaning/purpose” indicator, and redundancy/patterning could reference an aspect of the Common
Core qualitative dimension, “structure.” However,
in the early grades, it is important to understand that
a special aspect of structure — patterning and repetition — and word decoding demand are additional
critical features.
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It’s a balancing act
FIGURE 2.
Text characteristics of One Bee Got on
the Bus
Six bears got on the bus.
Five bunnies got on the bus.
Four butterflies got on the bus.
Three bats got on the bus.
Two bugs got on the bus.
One bee got on the bus.
Buzz! One bee is on the bus.
(Published with permission, Pearson Education.)
100
Percentile
80
60
40
20
0
Word structure
demand
Word meaning
demand
100
Teachers who are evaluating early-grade text complexity should consider how different text characteristics can balance one another. We’ve
mentioned that for some texts, whether a text is more or less complex
can depend more on the trade-off between selected text characteristics
than on any isolated text characteristic.
Figure 2 shows another relatively low text-complexity book (37L) where
the trade-off also matters. Notice that in One Bee Got on the Bus (Modern
Curriculum Press, 1996a), the somewhat elevated word-meaning demand
is counterbalanced by the large amount of discourse level repetition/patterning/redundancy (the low yellow bars represent a lot of repetition) and
low decoding demand. Often, the presence of repetition, redundancy, and
patterning can ease reading progress for children when texts have more
challenging word structures and/or word meanings because that patterning can scaffold readers’ word recognition strategies.
Rather than relying entirely on a quantitative indicator of text-complexity level or on individual
text characteristics, teachers should think about how
characteristics can modulate
and balance each other to affect the demand on linguistic
knowledge required of the
reader. In light of evidence
that today’s reading programs
tend to have difficult vocabulary, teachers might particularly observe degrees of repetition and patterning because
no patterning or relatively
little patterning may couple
with the difficult vocabulary
Sentence
Discourse
to result in relatively high
complexity
level
challenge to students’ comprehension.
Why text is challenging
Percentile
80
60
40
20
0
Decoding
demand
Syllables
Age
Word
Word
meaning abstractions rareness
acquired
Another finding from our
research was that patterns
across text characteristics
in the K-2 range were more
varied in lower text-complexity books than in higher
text-complexity books. Texts
that fell within a low quantitative range — 0L to 200L,
for example — showed more
differences in composite
Sentence
Phrase Text density/ Noncompatterns than texts that fell
complexity diversity information pressibility
within higher quantitative
load
range (e.g., 300L to 500L).
We can see in Figures 1 and 2 how different the text-characteristic patterns can be at low-complexity levels. On the other hand, Lucy’s Magic
Wand (Shaskan, 2008) at 380L has a pattern that’s typical in higher
text-complexity levels: Word structure demand is relatively high, word
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FIGURE 3.
Text characteristics of Lucy’s Magic Wand
Lucy loved to play with her magic wand. Her parents always
said, “Be careful. Wands are for magic.”
Lucy tasted her pumpkin soup. She said, “It needs to be
stirred.”
She held her wand like a spoon.
“Be careful,” her mom said. “Wands are for magic.”
Lucy stirred the soup with her magic wand. The soup
suddenly turned green. It smelled like rotten eggs.
Lucy said, “I want to be a rock-n-roll fairy.”
She found a pot to use as a drum.
She held her wand like a drumstick.
“Be careful,” her dad said. “Wands are for magic.”
Lucy hit the pot with her magic wand.
(Published with permission, Capstone Press.)
100
Percentile
80
60
40
20
0
Word structure
demand
Word meaning
demand
Sentence
complexity
100
Percentile
80
60
40
20
0
Decoding
demand
64 Kappan
Syllables
Age
Word
Word
meaning abstractions rareness
acquired
Sentence
complexity
Phrase
diversity
meaning demand is relatively high, and repetition/
redundancy/patterning is relatively low.
Knowing the quantitative level of an early-grades
text gives a teacher an entry point into considering
the overall complexity level of the text. However,
taking a few additional moments to evaluate which
text characteristics might account for that complexity level can help a teacher decide whether to give
that text to particular students for a particular purpose. For instance, think about label books — books
that have a lot of pictures with a word label beside
the picture, like, “zoo,” “elephant,” “giraffe,” “bear.”
Label books in our study generally received relatively
low quantitative levels. Why? In those books, the
word structure or decoding demand was often quite
high. But think about other text characteristics. Label books often have words that are highly familiar
to young children, so word-meaning demand is low.
Syntax demand is low because there is literally no
syntactic complexity. However, there is no repetition that helps children to figure out words in the
way that couplets or triplets
do. And of course, children
can simply say the name of
the picture without reading
the word at all.
So how could a teacher
use her knowledge of the
text characteristics to decide
whether a book is a just-right
book for a young student?
Let’s imagine she wants a
group of children to learn
that a spoken word matches
to a printed word in a text —
a significant early learningDiscourse
to-read phase called one-tolevel
one matching. She might use
a label book for that purpose. Or if she has a group
of English-language learners and she wants students
to expand their English oral
vocabulary, she might use a
label book. But if she has a
group of typically developing children, and she wants
them to learn that a simple
consonant-vowel-consonant pattern generally has
a short vowel sound — one
of the first orthographic patterns children learn to deText density/ Noncomcode — a label book of the
information pressibility
type described here isn’t a
load
good choice, even though it’s
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TheCommonCoreStateStandardsraise
thestatureoftextstonewheights.Anchor
StandardforReading10challengesall
students,kindergartenthrough12thgrade,
toreadincreasinglymorecomplextexts.
one of the lower-level books. In short, all texts at a
given text-complexity level are not created equal.
Knowing the text characteristics in the book is just
as important as knowing the text-complexity quantitative level.
Rising to the challenge
The early phases of learning to read are critical
because they set the stage for later reading and academic performance and even are associated with
later risk for social-emotional and health problems
(Masten et al., 2009). Attaining a just-right text challenge level may be more critical in the emergent
reading phase than at any other developmental period (Torgesen et al., 2001). In the midst of the textcomplexity fuss, early-grades teachers can support
students’ reading growth by appreciating the specialness of early-grades texts, evaluating the most essential characteristics that make texts complex, looking
for text-characteristic see-saw patterns, and realizing
why a text is more or less challenging. Equipped with
a firm grasp of what makes early-grades texts more
or less complex, teachers can usher young children
through texts that are sweet-spot matches to their
K
developmental reading needs.
Fitzgerald, J. & Shanahan, T. (2000). Reading and writing
relations and their development. Educational Psychology, 93,
3-22.
Gamson, D.A., Lu, X., & Eckert, S.A. (2013). Challenging
the research base of the Common Core State Standards: A
historical reanalysis of text complexity. Educational Researcher,
42, 381-391.
Hiebert, E.H. (2012). The Common Core’s staircase of text
complexity: Getting the size of the first step right. Reading
Today, 29 (3), 26-27.
Hiebert, E.H. (2013). Supporting students’ movement up the
staircase of text complexity. The Reading Teacher, 66, 459468.
Masten, A.S., Cutuli, J.J., Herbers, J.E., & Reed, M.-G. J.
(2009). Resilience in development. In C.R. Snyder & S.J.
Lopez (Eds.), Handbook of positive psychology (2nd ed.) (pp.
793-796). New York, NY: Oxford University Press.
Modern Curriculum Press. (1996a). One bee got on the bus.
Columbus, OH: Author.
Modern Curriculum Press. (1996b). Funny faces and funny
places. Columbus, OH: Author.
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foundations of early reading development: Evidence from a
longitudinal study. Developmental Psychology, 40, 665-681.
National Governors Association (NGA) Center for Best
Practices & Council of Chief State School Officers (CCSSO).
(2010). Common Core State Standards for English language
arts & literacy in history/social studies, science, and technical
subjects, Appendix A. Washington, DC: Author. www.
corestandards.org/the-standards
Shanahan, T. (2011). Common Core standards: Are we going
to lower the fences or teach kids to climb? Reading Today, 29
(1), 20-21.
References
Adams, M. (1990). Beginning to read: Thinking and learning
about print. Cambridge, MA: MIT Press.
Compton, D.L., Appleton, A.G., & Hosp, M.K. (2004).
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Fitzgerald, J., Elmore, J., Koons, H., Hiebert, E.H., Bowen,
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