As with multiple-choice items, there has only been a
small amount of empirical research on the characteristics of matching items and
how they affect validity or reliability. In addition to research findings,
critical guidelines from both these types of data (Frey, Petersen, Edwards,
Pedrotti, & Peyton, 2003; Haladyna & Downing, 1989a, 1989b; Haladyna,
Downing and Rodriguez, 2002) are presented below:
GUIDELINE 1:
There should be more answer options than stems.
As with many item-writing rules, the idea is to
generate as many plausible answer options as possible, so students must have
the knowledge to get the question correct.
GUIDELINE 2:
Answer options should be available more than once.
As with Guideline 1, this increases the number of
functional distractors and increases the validity of the items. With this
guideline, it is important than the instructions for the matching section
indicate that answer options may be used more than once or not at all, so all
students are aware of the rule.
GUIDELINE 3:
Directions should include basis for match.
A brief introduction identifying the category of
stems and answer options (e.g. leaders and nations, species and phylum) helps
students to focus on what constitutes a match, so they can concentrate on
choosing the correct answer.
GUIDELINE 4:
Number for options should be less than 7 for
elementary age.
It is believed that younger students have a
difficult time sorting through more than just a few answer options. While some
students may be able to handle many answer options, other students will have
less of that characteristic. The ability to process and evaluate many
possibilities is likely not the measurement objective of the assessment.
GUIDELINE 5:
Number of answer options should be more than 17 for
secondary age.
It is believed that older students can handle longer
matching sections with many answer options, but too many options can slow down
the quickest of test takers (especially when Guidelines 1 and 2 are followed).
A well-made classroom assessment should not be exhausting for students.
GUIDELINE 6:
Matching stems should be on the left and the answer
options on the right.
Students are used to reading from left to right, and
the process of matching two concepts together is similar to the construction
and comprehension processes which occur when reading sentences.

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