Many of the critics were honestly concerned about the limitations of the formulas
and some of them offered alternatives such as usability testing. Although the
alternatives are useful and even necessary, they fail to do what the formulas do:
provide an objective prediction of text difficulty.
Although the concerns of the formula critics have been amply addressed
elsewhere (Chall 1984, Benson 1984-1985, Fry 1989b, Dale and Chall 1995,
Klare 2000), we will examine them again in some detail, with a special regard
for the needs of technical communication.
The purpose of this article is to very briefly review the landmark studies on
readability and the controversy regarding the formulas. I will be happy if you
learn something of the background of the formulas, what they are good for, and
what they are not. That knowledge will give you greater confidence and method
in tailoring your text for a specific audience.
What is readability?
Readability is what makes some texts easier to read than others. It is often
confused with legibility, which concerns typeface and layout.
George Klare (1963) defines readability as "the ease of understanding or
comprehension due to the style of writing." This definition focuses on writing
style as separate from issues such as content, coherence, and organization. In a
similar manner, Gretchen Hargis and her colleagues at IBM (1998) state that
readability, the "ease of reading words and sentences," is an attribute of clarity.
The creator of the SM"the degree to which a given class of people find certain
reading matter compelling and comprehensible." This definition stresses the
interaction between the text and a class of readers of known characteristics such
as reading skill, prior knowledge, and motivation.
Edgar Dale and Jeanne Chall's (1949) definition may be the most
comprehensive: "The sum total (including all the interactions) of all those
elements within a given piece of printed material that affect the success a group
of readers have with it. The success is the extent to which they understand it,
read it at an optimal speed, and find it interesting."
Content
Beginning early in the last century in the U.S., studies of the reading ability of
adults and the readability of texts developed in tandem. Our subject matter falls
under these headings:
The Adult Literacy Studies These studies discovered great differences in
the reading skills of adults in the U.S. and their implications for society.
The Classic Readability Studies This section looks at the early readability
studies, which started in the late 19th century and concluded in the
1940s, with the publication of the popular Flesch and Dale-Chall
formulas. During this period, publishers, educators, and teachers were
concerned with finding practical methods to match texts to the skills of
readers, both students and adults.
The New Readability Studies Beginning in the 1950s, new developments
transformed the study of readability, including a new test of reading
comprehension and the contributions of linguistics and cognitive
psychology. Researchers explored how the reader's interest, motivation,
and prior knowledge affect readability. These studies in turn stimulated
the creation of new and more accurate formulas.
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