“Looking in a different way” Project

VS/2004/0553 – SI2.390377

 

 

 

 

 

Methodological guidelines for the production of educational materials for an online learning community

 

 

 

 

 

 

 

Index

 

Introduction

 

E-learning methods and methodological approaches

 

Writing for e-learning: some fundamental notions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

By Gabriella Antonucci and Simonetta De Fazi, with the contribution of Pauline van den Bosch

Rome, July 2005


Introduction

The guidelines in this document correspond to a two-fold goal:

Þ     to share some details related to e-learning methods that characterize the production and use of the educational materials we will realize;

Þ     to help us solve the problems associated with the many different languages and cultures that characterize our network.

We are a multilingual community, and a learning community wishing to emphasize the difference in our professional contexts, in a small way through meetings and workshops, and in a more significant way through remote work.

Therefore, the goal is to establish some basic rules, without having to propose a common standard or format for the production of the materials.

If you feel it is necessary we can integrate this document once the products to realize, and the methods with which they will be developed, have been defined.

The first part of the document contains some methodological dimensions closely associated with the use of e-learning methods.

The second, with something in common with the first part, which we do not want to eliminate, contains some operative guidelines, relevant to the organization of the contents and writing the texts.

Remember that from a technical and formal point of view, additional guidelines will be drawn up to guide us in the use of the platform for the materials produced (which has already been identified as the Moodle platform).

Many of you are probably already aware of the notions mentioned here and probably also have a significant experience in the production of e-learning courses. In this case, we will be glad to receive your input on the guidelines we propose.

 


E-learning methods and methodological approaches

Þ     What is e-learning and how is it qualified? Also with respect to distance learning.

Þ     Which methodological approaches are closely associated with e-learning methods?

Þ     Which objective and subjective dimensions are involved?

Þ     What is the relationship between e-learning and "traditional" training?

Þ     Which opportunities and limits are established by the special methods of use thanks to computer technologies?

Þ     Producing educational materials: some guidelines

 

 

What is e-learning and how is it qualified, also with respect to distance learning?

Firstly, we can say that e-learning is an evolved form, with a wider "reach" with respect to distance learning. In fact, even a book can be considered an instrument used in distance learning. Therefore e-learning isn't a (different) method of transferring (educational and informative) content, but an educational method that uses the potential offered by new technologies (NTI), based on an "approach through competence". The instrument (NTI) and the approach (through competence) mean the e-learning techniques develop around the subject of the learning, using the competence of the same and establishing the educational courses for the development of self-analysis and self-assessment.

In e-learning, the technological and educational-methodological dimensions are not only closely related to each other but part of the same function, while the network on which the e-learning methodology is created refers to the use of computer networks, Internet or Intranet, as well as a network of subjects and relations that are involved (“learning community” and/or “professional community network”).

 

 

The methodological approaches associated with e-learning methods

Interactivity is without a doubt one of the main characteristics of e-learning and therefore it should be considered more of a special educational environment rather than a particular method of use. This is also one of the least implemented features in current e-learning programmes. All of the active methods developed in the educational courses, especially those for adults, the systems for the management and development of competence, and the strategies of cooperative learning come into play; in other words all the methods and approaches aimed at developing self-learning and self-assessment, together with specialized and specific competence, in a process of interaction with others.

The amount of attention to learning processes and metacognitive abilities, considering each subject an "expert", with the knowledge and competence to develop, makes the e-learning methodology, a potential that derives from the possibilities offered by the technological instruments, all the more suitable for custom courses. Therefore, these are tailor-made to suit the individual subject in an active and autonomous way, also in relation to the real and contingent requirements.

The subject is therefore at the center of the educational course; this means that the entire environment must be suitable for the characteristics and requirements of the same: from the interface used and the easy "usability", to the content and clarity, the instruments available, and the availability of figures such as assistants/promoters, etc.

This general principle has quite a few practical consequences for all those involved in the course at various levels. In our case, for those who write, this means knowing the competence and the level of competence common to the subjects participating; it means always having opportunities, and in particular the limits imposed by this methodology; it means adopting a certain method of writing and paying particular attention.

 

 

The objective and subjective dimensions involved

Anywhere, anytime, anyplace… This sums up the greatest advantages of e-learning: you can follow your training from where you are, at the same time, and without having to use a particular station. Space and time are therefore the two main dimensions involved. This is true under many aspects. The subjects in training can manage their time autonomously, (with the exception of the moments in which the training is provided using the so-called synchronous method, when using a chat for example) and they can also do the same with their space: all you have to do is to connect to an Intranet network. This means advantages also for the organisations who use the e-learning training method: it isn't simply a significant reduction of the costs and times, it means being able to modify, update and integrate educational courses much faster and easier than before; a greater number of people can be involved; the educational and informative content can be kept in order more effectively; continuous training plans can be realized for the entire staff, etc.

However there is also another level in which the dimensions of time and space are interesting: this is relevant to the method where the form and content interact, the hypertextual method.

Hypertext is a text made up of blocks of words (or images) connected electronically on many paths, in an open and perpetually incomplete form. Hypertext makes it possible to organize knowledge in different ways with respect to the traditional way, in other words using the horizontal, linear and consequential method. In fact hypertext develops vertically and with a net-like structure: the portion of text that appears on the screen is only a tiny part with respect to the numerous pages and/or windows that can be opened in the reading path and which constitute the development or other paths.

 

 

The relationship between e-learning and "traditional" training

The relationship between e-learning and “traditional” training must not be seen as an alternative. Network teaching methodology cannot replace training with the presence of the tutor; it can support and consolidate the same though, enriching and broadening the offer.

The two typologies in fact are normally integrated in educational courses that alternate training with the presence of the tutor and online training.

 

Opportunities and limits established by the special methods of use thanks to computer technologies

Above we mentioned some of the opportunities offered by e-learning methods, associated with a usability of the educational courses that is autonomous, in time and space, the “customization” of the same and the possibility of using interactive and multimedia instruments.

These possibilities however impose just as many limits. Reading on the screen is harder on the eyes that doing the same on paper. The resolution is lower and you will read 25% slower. Based on experience, we can easily see the difference between scrolling through text on the screen and leafing through printed text. The term “scroll” isn't used by chance: it's very rare to actually read text on the screen all the way through. Normally you will scroll through it, finding key words or phrases that convey the overall sense of the text. Reading is faster and targeted, also because it's harder to keep your attention focused.

With respect to writing, these aspects impose the observance of a few basic principles. In training on line, but more generally on the web, the text and graphics, structure and organization of the site and/or the modules and/or information, are inseparable.

The bond between form and content is made in this limiting environment. This is why it is necessary to proceed with the strict formation of a correct logical, formal and graphical organization of the content; identifying the links between the same; and organizing the in-depth study. The brevity and clarity of texts, the exemplarity of titles and summaries, the identification of the key-words (or meta-tags), are other essential elements.

Obviously, the environment offered by an Intranet network, rather than a public Internet web site, involves different opportunities and limits. An Intranet network is mainly used for work. The possibility of being able to count on shared knowledge and contexts doesn't diminish, but rather increases the need for clarity, readability and usability. Therefore, in Intranet longer documents can be stored and in an integral form. The method and basic limits remain the same: to create guided courses, realize a useful service, simplify the work of others, and give all the participants access to the resources. This means that the documents are organized, the titles will be clear, their content will be made evident by a small abstract or with key-words. Links will eventually be activated between the same (in order of content or author), and this will be done in a simple and direct form and language; the environments will have the same informative structure, creating a navigation guide, etc.

 

 

Producing educational materials: some guidelines

Bearing in mind the basic suggestions and rules of “writing for e-learning”, we will provide some brief guidelines to underline the central role that must be given in particular to some dimensions involved in the organization of the production of educational materials.

For each general theme, the following must be envisaged:

·         the definition of/focus on the theme

·         the outline of the goals to reach with that theme

·         the outline of the envisaged organization in subjects and/or key-contents

·         the reference to a concrete experience, closely associated with the indicated theme, studied in-depth by those who will be producing the materials

·         the outline and, where possible, the description of:

-          the methodological materials and instruments relevant to the theme in question

-          the work exercises or paths for creating exercises

·         in-depth study and references to related themes (key-words, reading, opening new directions of research and work in progress)

·         materials of support (glossary, bibliography, sitography, reporting experiences, documents of interest).

 

 

 


Writing for e-learning: some fundamental notions

The educational environment has a significant impact on the method and the possibility of learning: it is harder to read a text on a monitor than on paper; the resolution is lower and reading is 25% slower. For the users this means:

·          faster and targeted reading, because it's harder to concentrate your attention;

·         a method of reading that isn't sequential;

·         a distinct tendency to “scroll” read (looking for key or underlined points);

·         faster and targeted reading due to the times and the possible difficulty in connection.

 

This is due to some typical characteristics of e-learning methods, such as:

Þ     the in depth development of the hypertextual method,

Þ     the possibility of navigating in educational routes in a tailor-made, autonomous and targeted way

Þ     the possibility of using several levels of in-depth study…

this dictates organising the information with a more precise and clear way.

 

 

 

 

 

 

 


Hypertextuality

 

Modularity

 

Speed of use

 

 

 

 

 

COMBINING

 

 

 

 

 

 

The synthesis

 

The quality and the completeness of the information

 

 

Þ     Organizing the information

ü      Structuring the information

ü      Thinking of the content in visual terms

ü      Writing significant micro-contents

Þ     The clarity of the texts

Þ     The effectiveness of the texts

Þ     The things to avoid

Þ     Some stratagems for verification

 

 

 

Organizing the information

In extreme synthesis, three actions can act as a guide in the construction of any educational course (from the most structured to the most “open”):

1.     Structuring the information

2.     Thinking of the content in visual terms

3.     Writing significant micro-contents

 

Structuring the information

It is necessary to define the logical structure of the text, organise the contents and the navigation path, in the following phases:

Þ     identifying the hierarchy of the information (not only in order of content, clearly indicating the key-concepts, but also on the basis of the different levels of in-depth study proposed)

Þ     structuring and dividing the text (dividing the text in short paragraphs that correspond more or less to one screen-page, and giving the same a title is a great help to read and understand the concepts)

Þ     show/provide a visual map of how the text is structured

Þ     the internal connections of the structure

Þ     prepare “service” materials for each course proposed: bibliography, sitography, glossary, media library, interviews with experts, etc.

Þ     provide on the spot info about navigation: provide selftest/self navigation means in order to help the learnerfind hid own way through the materials

 

Thinking of the content in visual terms

The text and graphics should be created at the same time: the nature of the web is characterized by the union of graphics and text; the formatting of the text is essential for the effective “usability” of the document to which it is applied.

Some guidelines to observe:

Þ     underlining key-words or parts of the text that express key concepts (using ad hoc formatting: bold type, boxes, colors, spacing, character dimensions, etc.)

Þ     content per “paragraph”

Þ     make good use of the space (articulation of the empty and full space: using a portion of text between empty spaces makes a page easier to read)

Þ     graphics format and a standard of presentation for the parts of a complex document (whether this is an actual educational module or hypertext)

Þ     links: avoid misuse; use titles that are as precise as possible; if possible provide the link to the page of interest and not the home page of a site, in the case of external links; check and update them periodically

Þ     editing.

 

Formatting characters: some advice

bold type is very effective for highlighting portions of text: in this way you can bring the attention of the reader to the key concepts in the text. For this reason it is important not to use it too much, especially for long portions of text.

italics are very effective in printed text, but are less so on the screen where this sort of effect does little to highlight text. Its use isn't particularly recommended, but it can be used especially in the parts of the text that will be printed. Italics seem to effective on the screen in combination with a highlighting color.

underlining isn't used in the web to highlight text as it is used to show links. In fact it is hardly ever used.

Do not use more than 2 highlighting (bold, italic, color, etc.) features at the same time (not effective).

 

Format characteristics

Do not use full justified text (difficult to read on the screen, because you have no “grip” on the text).

lists and dotted lists: when you need to provide a lot of information on a certain subject, it is a good idea to use a dotted or numbered list. Lists are easier to read (if formatted properly) from a visual point of view, and easier to understand as far as the content goes (in fact they make the relevant dimensions and the relation between the same evident)

indents: these help to highlight portions of text

tables: these let you organise the content inside a text box, with the advantage of distinguishing the contents and representing a graphic variation that makes the text easier to read and remember

colours and combinations of colours: these can be used to highlight text but also to show the different levels of articulation of the text. They should be used carefully and with discretion, choosing harmonious combinations that are easy to read

use icons / symbols to pay attention to certain text with a specific function (exercise, notes, definitions etc.) and use these consequently.

 

 

Writing significant micro-contents

Use titles, subtitles, and shorts summaries that give an idea of the content of the portions of text (in the case of educational modules: of the contents of the modules, in other words of the unit and the envisaged in-depth study)

Þ     in this sense it may be useful to imagine the page as if it were a newspaper article, describing the content of the text with a title (not fictitious...), a subtitle, a subheading, an abstract; articulating the same in titled paragraphs if necessary

Þ   in a practical community or intranet, the synthesis can also be reached with reference to “gergo” or specific expressions of the professional or corporate context.

 

 

The clarity of the texts

Some simple recommendations, such as the following, are all the more important in a multilingual community. The clarity of the texts is essential to guarantee the greatest understanding and therefore, participation.

 

Write short texts (max 25 / 30 lines)

Thirty lines are roughly half a page of text and more or less the amount displayed on a screen

Þ     scrolling should be reduced to a minimum as a rule (especially in the realisation of educational modules)

Þ     with the hypertextual method you can concentrate on the first informative level, making the access to the additional and/or in-depth information optional (with a link). Not too much hyperlinks on 1 page.

 

write short texts (max 25 / 30 words), divided in short paragraphs

write simple, short and direct phrases

always indicate the subject

preferably use the active verbal form

preferably use simple verbal methods and tenses

limit or avoid the use of subordinate prepositions

be careful with punctuation

use dotted lists

do not save on full stops

use common words and/or create a glossary for specific terms (in relation to the contents), for example with hypertext tables

avoid long-winded and unusual expressions, technical or specialised terms when these aren't necessary and/or create a glossary for specific terms (in relation to the contents)

write out acronyms and abbreviations

use, for longer and more in depth theoretical text, downloadable and printable documents such as pdf files.

 

The effectiveness of the texts

Give an idea of the end at the beginning (focus the idea and arouse interest)

Start the text with a significant phrase

Use a direct and informal style

Provide examples associated with the context of the receivers

Direct the theme towards the interests of the receivers

Use more verbs than nouns

Use concrete expressions rather than abstract terms

Use the positive form and avoid double negatives

 

Things to avoid

Ignoring the limits of space: writing texts that are too long, which, once published on-line, will need to be scrolled through using the scroll bar; or use pdf downloadable files.

Losing touch with the key concepts: avoid dealing with several key concepts at the same time and placing them after long introductions, detracting from the directness and clarity of the communication;

Writing in sequence: using the same writing method as on printed paper, not using the functional characteristics of hypertext, presuming the reading will be done in a sequence and, therefore, using logic connections between concepts with expressions such as: therefore, so, as mentioned-above, etc.

Using a language which is redundant and indirect: the overuse of nominalizations (such as “realisation of the plan” rather than “planning”) and the use of adjectives, gerund and subordinate clauses;

Ignoring the educational potential associated with the graphic representation of the contents: using the textual forms and not using graphics to explain concepts and provide information;

Using editing inappropriately: overusing the instruments for formatting the text (bold type, underlining, italics, colours, fonts and dimensions of the character, etc.), without coherent and homogeneous use;

The overuse hypertextual links: avoid generic links, periodically check they work.

 

Some stratagems for verification

First, check the form and content of the educational product on the basis of the methodological guidelines and rules of writing

check that the parts of the proposed course are autonomous

verify the structure of the proposed course: verify the clarity and the coherence of the conceptual organization of the subjects and in-depth study, making sure the information is complete

check the length of the texts and that it is easy to read and respects the key concepts

check the clarity of the texts

check the coherence of the editing

check the effectiveness, clarity and conciseness of the titles

check the links

 

Navigation:

·         2 click rule”: User cannot go further away from a central reference point than 2 clicks (2 web pages)

·         Make sure “going back” to the original page is simple and easy.