Quality Standards and Quality Assurance in
Web-Based Distance Education
[WWW document]. URL http://www.sbg.ac.at/erz/eman/review.htm.
2000
Hermann Astleitner
University of Salzburg
Abstract
Web-based distance education which uses
the World-Wide-Web (WWW) for educational purposes will be one of the most
promising ways of flexible learning in the future. But this often heard
prediction will only come true, when new emerging forms of distance education
environments are of high quality. In the long run high quality can be achieved
when quality standards are identified and quality assurance systems based on
these standards are established. It is the purpose of this paper to
comprehensively review and integrate on- and off-line information resources
concerning types of quality standards and ways of quality assurance in web-based
distance education. The paper tries to answer the following questions: what and
who is controlled?, which modules of standards are used?, who controls quality
and what functions serve quality control?, and how is quality controlled and
assured? Also theoretical assumptions and empirical evidence in relation to the
significance and the problems of the identified quality factors are discussed.
Keywords: Online learning, distance education,
virtual classroom, quality management, guidelines, criteria
Lifelong
learning is seen as essential to professional development in the 21st century.
For many educational experts "web-based distance education" offers the kind of
solutions that our societies need for ensuring access to a lifelong learning
process (Bourdeau & Bates, 1997). "Distance education" is based on two
constituent elements: a pre-produced course and a non-continuos communication
between students and the supporting organization with its teachers and tutors.
"Web-based distance education" takes place within a hypermedia instructional
program which utilizes the World-Wide-Web (WWW) to create a supportive distance
education environment (Willis & Dickinson, 1997). Web-based distance
education can be integrated in traditional instruction or can substitute it by
covering some or all parts of a lesson, some or all parts of a course, and some
or all parts of a study program. Web-based distance education has to be
discriminated from "web-based instruction" which represents an unsystematic and
incomplete way of using the web for educational purposes in traditional
instruction (e.g., showing the students in regular classroom the capacities of
the WWW or illustrating contents with examples accidentally found on the WWW)
and which does not cover a fully developed distance education lesson, course, or
study program. Fully developed web-based distance education can take over nearly
all teaching functions of traditional instruction and deliver, for example,
teaching materials, tutor assistance, "virtual" office hours, learner-to-learner
interaction, web-based testing and performance evaluation, enhanced
inter-institutional collaboration, and program administration and marketing
(Collis, 1996). Good examples of fully developed web-based distance education
courses can be found at the "Globewide Network Academy" (URL http://uu-nna.mit.edu:8001/uu-gna/index.html).
Using
the WWW for distance education has several advantages: (a) high time and place
flexibility for students, (b) potential to reach a global audience, (c) no
concern about the compatibility of the computer equipment, (d) quick development
time compared to videos and CD-ROMs, (e) easy updating of content, and (f)
usually lower development and operating costs compared, for example, to
satellite broadcasting. Web-based distance education is usually cheaper, faster,
and more efficient than other distance learning environments, but not
necessarily more effective, because the flexible access to information does not
automatically expand the knowledge and skills of students.
At present,
limited capacities of communication hard- and software hamper the delivery of
sound or video in the WWW. Most web-based distance education environments lack
adaptive features and therefore rely mainly on learner initiative, which can be
a drawback for those who prefer more guidance and structure. The success of
learners also depend on the ability to cope with technical difficulties which
are often connected with information overload resulting from simultaneously
dealing with different emails, databases, or web-sites what require
sophisticated information management skills which people often do not dispose
of. Other problems in web-based distance education are drop-outs, social
isolation, or the lack of nonverbal cues. Web-based distance education also puts
educators and instructional designers in a global competition with tough labor
conditions. There are new challenges to be faced by distant teachers, for
example, looking at a course in a new way, shifting from the role of content
provider to content facilitator, using technology as a primary student-teacher
link, or understanding distant students` lifestyles.
In order to meet the
requirements of students, web-based distance education has to be improved
continuously, especially when one takes into account the high general
untrustworthiness of the WWW and the tremendous speed of WWW expansion. A major
basis for quality improvement is "evaluative information". It provides timely
feedback and constructive critiques to the decision makers (school boards,
legislators) and to the developers of the web-based distance education
environment. Evaluative information represents the central basis of a quality
management system which has to address the following questions: (a) what is
controlled in web-based distance education (e.g., inputs, processes, or
outputs)?, (b) what are the standards of quality usable in web-based distance
education? (e.g., usability, reliability, or readability), (c) who is controlled
and which functions serve quality control (e.g., educational systems,
institutions, teams, or individuals for design guidance, legitimization,
marketing, or staff controlling)?, and (d) how is quality controlled and assured
(e.g., testing, self-evaluations, or quality management)? (Posch &
Altrichter, 1997). The questions (a), (b), and (c) are addressing types of
quality standards, the question (d) is dealing with methods and procedures of
quality assurance.
It is the objective of this paper to answer these
questions reflecting current developments in web-based distance education. The
basis for answering the questions is a comprehensive review of contents of
books, of journal articles, and of web-sites dealing with quality standards and
quality assurance in web-based distance education. The identified quality
standards are collected, categorized and briefly discussed based on empirical
research evidence and on the degree of integration into existing theories from
the fields of education and psychology. Ways of quality assurance will be
discussed in reference to their practicability and efficiency.
Types of
Quality Standards
What is Controlled in Web-Based Distance
Education?
In respect to types of quality standards, the first
issue is the question of what is or should be controlled in a web-based distance
education environment. The answers on this question are "inputs", "processes",
and "outputs".
"Inputs" are independent conditions which influence
the web-based distance education environment as a whole. Some parts of these
inputs are, as a rule, under the control of politicians or other not local
decision makers (i.e., legal regulations and budget), some are controlled by
local decision makers (i.e., time prescriptions, technical equipment, staff and
staff development, and audience), and some are directly influenced by the
distance education institution (i.e., teaching materials and instructional
context).
"Processes" are influenced by inputs and are themselves
influencing "outputs". "Qutputs" are quality factors which are influenced both
from inputs and from processes. Is has to be mentioned that in the long run
outputs may also influence inputs and processes. For example, the actual success
of web-based distance education, measured in completion- and drop-out-rates,
often represents an important factor in future budget allocations which are
primarily seen as inputs in Figure 1. Processes as quality factors in web-based
distance education concern political negotiations and decisions, the management
of the distance education institution, the information flow (interaction,
participation, and knowledge transfer) within the institution, the production
process (design, development of learning materials, and quality management), and
the teaching-learning situation in the virtual classroom.
Important
outputs of web-based distance education are courses involving different subject
areas, instructional methods, and technical platforms. Also, outcomes more
closely related to the students have to be considered in quality control (i.e.,
achievement, contentment, or completion- and drop-out-rate). Further quality
factors concerning outputs are the reputation of the distance education
institution, the staff contentment with working conditions, and the costs
resulting from operating the whole distance education institution (in which the
cost savings or the rise in costs in comparison with other distance education
institutions or traditional forms of instruction should be included).
A
closer look at the inputs, processes, and outputs of web-based distance
education and their evaluations in practice shows that in most cases of
evaluations hierarchically lower quality factors (e.g., the
teaching-learning-processes) are more often controlled than hierarchically upper
quality factors (e.g., policy or management), what correspond with evaluations
in other educational fields (Specht & Thonhauser, 1996).
It is not always
clear whether certain quality factors are inputs or outputs. Teaching materials
are, for example, important inputs for the teaching-learning-process, but they
are also the outputs of the design- and development-process. It is the timing
and the objective of the evaluation which helps to decide whether the input or
the output aspect of a quality factor is in the foreground of evaluation. Most
of evaluations are undertaken relatively late when implementing web-based
distance education, therefore most of evaluation activities are output-related.
Also, many institutions do not allow evaluations to disturb in some respect the
development- or the design-process, because they are afraid of too much
discussions or conflicts of interests which can result in inefficiency. In this
case, the objective of efficiency is also stressing the output perspective.
Here it was tried to depict all the quality factors in a hierarchical order
showing factors that influence many others on the top and showing factors that
are influenced by many others at the bottom of each quality category. Of course
this ranking is not a causal-like or a fully consistent representation of
quality factors` relationships, but it reflects some highly probable or
plausible preconditions and consequences of each of the quality factors.
Who is Controlled in Web-Based Distance
Education?
Referring to the question of who is controlled in
web-based distance education Thach and Murphy (1995) described several
professional roles reflecting the necessary competencies for successful distance
education all of which should be in the focus of evaluation (see Figure 1).
Politicians and other decision makers in educational systems are responsible for
the information-infrastructure in a society. They have to formulate educational
targets, to anchor them in corresponding laws, or to create and coordinate
financial resources (Astleitner, 1998). The duties of managers in web-based
distance education are, for example, to supervise staff and operations, to
balance the budget, to advocate and market the distance education program, to
ensure evaluational processes, or to plan future technology use. The
instructional designer develops courses from a pedagogical point of view,
revises existing courses, and ensures that the course design works with
technology and other parts of the distance education program. The technology
expert or site facilitator has to assure the smooth operation of technology, to
advise in the selection of technology, to work cooperatively with instructional
designers, to ensure that the remote site is properly prepared, or to
technically distribute and collect materials. The tutor (or teacher) facilitates
information presentation, gives learning support to students, plans and prepares
class sessions, monitors and evaluates student performance, initiates and
maintains interactive discussions or peer learning, and others. The technician
keeps the technical equipment in running condition, responds to users` questions
and problems, or provides technical trainings for users when needed. The
administrator has to promote and organize teamwork, to inform students of
available courses, to conduct registration and scheduling, or to coordinate
support service issues. The duties of the editor or web-designer are to
proofread and edit the instructors` work and to arrange and program the textual
and graphical layout and all interactive features for presentation with
web-based software tools (e.g., HTML). The librarian provides library assistant
to the distance education students, offers library or information skills
trainings, assists students with library searches or research, and delivers
library materials (books, cdroms, etc.) to the students. The evaluation
specialist provides tools and evaluation instruments, monitors program successes
and problems, and consults with the tutor, instructional designer, and others on
results of the evaluations. The students are the persons for which all the given
duties are undertaken. Students have to apply for the courses, to work with the
distance education environment, to cooperate with tutors and peers, to utilize
the technical equipment, to prepare and take exams, and so on.
Considering
all the different professional roles in web-based distance education, it has to
be mentioned that students are the most frequently used sources of evaluational
information. If students discover problems or shortcomings in a distance
education environment, then further evaluational processes are started including
other professional roles.
Which Standards are Used in Web-Based
Distance Education?
Modules of standards do not represent
specific standards, but define different categories of standards, criteria, or
guidelines. These categories were identified based on a comprehensive review of
literature and of web-sites. First, a list of found standards was set up, then
the items on the list were clustered and finally cross-checked (Miles &
Huberman, 1984).
As a rule, the first contact of a student with a
distance education environment lies in the usage of student services which are
usually implemented in the WWW and/or are accessible via telephone or by office
attendance. Good quality student services help students in registration,
payment, and scheduling duties. They also offer or manage access to admission
standards, to library resources, to possible jobs, to study advice, and to
financial aids. Student services which do not meet these quality requirements
are in the need of improvement. But having all the mentioned components of good
student services does not guarantee high quality. High quality in student
services is above all accomplished when their components are easy to use, not
bureaucratic, and freely and continuously disposable.
Modules of quality
control concerning technical functioning refer to the (good) working conditions
of the technical equipment used within the distance education environment, to
the site accessibility regardless of time and place (means access free of time
and place restrictions), to offers in (efficient) technical support, and to the
availability of back-up-systems (in cases of severe technical problems). In
general, the technical equipment achieves high quality performances when their
components are regularly checked and updated, easy to handle, and highly
compatible with different user profiles.
Quality factors in web-design
concern information structure and design, navigation within the documents, and
aesthetic and affective aspects (Wilkinson, Bennett, & Oliver, 1997).
Information structure and design deal with how the web-document and its contents
are organized and whether the document is based on accepted instructional design
standards. These standards are, for example, stating the purpose of the
document, describing its scope, implementing interactivity, or providing
different media to support individual learning preferences (e.g., visual, aural,
numerical, verbal, etc.). Navigation within the document concerns questions
about how easily documents can be explored and how efficiently organizational
structures, menu designs, indexes, tables of contents, search functions, or
online help can be used. Aesthetic and affective aspects deal with how the
document is designed in respect to graphics, readability, and the use of fun,
motivating, or creative elements.
Ethical and ethnical concerns prescribe
that the students and the staff of a distance education institution should have
a right of co-determination or should be heard from decision makers in questions
of general interest. The distance education environment needs to describe the
goals of its institution, and the social, political etc. backgrounds. It should
create a climate of cultural sensitivity and anti-discrimination, within an
environment that is safe and based on trust and equality. Special attention in
information design and access should also be given to disabled persons
suffering, for example, from low vision, hard hearing, or physical disabilities
in fine-motor skills. All electronic communication needs to be seen as private,
that is not to be forwarded, shared, or used unless express permission is given.
Distance education institutions should also have an obligation to inform
students about psychological, social, etc. risks (e.g., social isolation) that
may result from being a distant student. Of course documents containing
violence, pornography, etc. should be avoided (e.g., Schrum, 1995).
Legal
matters in quality control refer to resource and author identification,
questions of intellectual property and copyright, data security, and also
credits compatibility and course equivalency. Resource and author identification
deals with such information as the address of the document and a brief
description of its purpose, its content, or its intended audiences. Also
contained as quality feature should be descriptive information about the author,
such as name, position, education, or contact information. Other individuals or
organizations who sponsor or are involved in the production of the distance
education environment must also be identified. As a further quality
characteristic, good distance education institutions dispose of the exclusive
right to their teaching materials presented on the web. Quality control in
respect to copyright laws for distance education clarifies the access
permission, the character of the use and the nature of the teaching materials to
be copied, the usage of materials from archives or special collections, the
incorporation of texts or images to new materials, and so on. It addresses
questions like, for example, what does copyright protect, when does it begin and
end, what does it mean to owners and users, or what is "fair use" (Harper,
1997). Data security as an issue in quality control deals with the necessity to
send, receive, save, and use data from the students or other persons in a way
that nobody outside the distance education environment can have illegal access
to it. Data from students are, for example, address, family background,
education, access patterns in using the distance education environment, problems
in completing a course, or grades on examinations. Also, credits compatibility
and course equivalency are important legal matters in distance education quality
control. Students when registering for courses consider information about how
many credits a particular course gets in comparison with courses from other
schools, universities, or distance education institutions. Students also pay
attention on whether an offered course matches other courses in comparable study
programs. Both, high credits and high equivalency increase the flexibility of
the distance education offer and allow students to choose course offers
according to their individual needs. Both of these two features of distance
education quality have to be explicitly fixed based on legal provisions with
other educational institutions.
One of the most important factors in
quality control of web-based distance education represents the content of the
teaching materials. A first criterion is that the contents are based on a given
curriculum. A second criterion, the relevance and scope of the content, deals
with questions whether the content is related to the users` needs, whether the
content provides new information on the topic, whether there are obvious gaps in
the coverage of the topic, or whether the document can be integrated within a
broader field of knowledge. The validity of the content deals with the
confidence one can place in the information contained in the teaching materials,
for example, whether the document was subjected to a review process, whether the
content contradicts or confirms other sources of information, or whether the
author provides a bibliography in order to prove the origins of the contents.
The criterion of accuracy and balance of the content concerns questions like,
for example, whether all sides of a controversial issue are presented, whether
possible sponsors have a commercial interest in the topic of the document, or
whether there are indications of careless preparation, such as spelling errors.
Most of distance education web-sites show links to other web-sites containing
teaching materials, guidelines, etc. The criterion quality of links deals with
how useful links are, how clearly they are marked, how the users are informed of
the type of information they are linking to, whether the given links are
evaluated prior to inclusion, or how reliable the links are. A further criterion
in relation to the content indicates, how understandable and explicit the
contents of the documents are. Understandability applies to simplicity,
structural arrangements, pithiness, and motivational features within the texts
of the document. Explicitness refers, for example, to the degree of noticing
hidden assumptions, of showing analogous or other relations between different
parts of the content, or of using advance and post organizers in the document.
All the presented contents have to be feasible for the target population in
respect to the task difficulty of exercises and exams, to the quantity of the
subject-matter, and to the given time for completing the lessons. Finally, a
last content-related criterion means that content presentation, given exercises,
and feedback to the students should be based on detailed performance standards.
They describe what specific type of behavior students should show after having
completed the lesson or important parts of a lesson.
From a pedagogical point
of view the successful support in learning is a further essential characteristic
of a high quality web-based distance education. Learning support should consist
of tutorial support and collaboration between students in combination with
teaching strategies and instructional principles focussing on special
instructional problems found in distance education. Tutorial support and
collaboration have to be realized with synchronous (e.g., via videoconferencing)
and asynchronous (e.g., via email) communication. Both forms of communication
are necessary in order to flexibly cope with different types of learning
problems. For example, problems in geometry might not be effectively dealt with
via email, because most of such problems need textual or graphical
representation which can more suitably be delivered by videoconferencing.
Web-based distance education takes place in a technical environment in which
direct human relationships are minimized and only technically mediated. Tutorial
support and measures for establishing collaboration have to create a friendly,
social environment in which social interactions and group cohesiveness are
fastened. Small group discussions, debates, polling activities, dyadic learning
partnership exchanges, or one-to-one message exchanges are necessary activities
in order to encourage participation. Also opportunities for
subject-matter-related and private conversations in traditional (e.g.,
classroom) environments have to be designed and regularly held. Tutors should
also draw attention to opposing perspectives or conflicting opinions that lead
to highly interactive debates or peer critiques (Berge, 1996). The major task of
tutorial support and collaboration between students is to assist students in
problem solving concerning learning, social, organizational, and technical
problems. The tutor and to some respect other students have to present or to
make accessible the subject-matter, to give constructive feedback to students`
questions and responses, to advise students in successful learning strategies,
to facilitate interactivity, to reinforce and model good social behavior, to
provide information about activities for registration, admissions, student
counseling, or other administrative duties which are unanticipated by the novice
distant student, to give or organize technical support for emailed or telephoned
inquires, and many more.
The second component of successful learning support
and therefore for quality control in web-based distance education relates to the
application of traditional and distance education teaching strategies and
instructional principles. Successful teaching is motivating, highly
goal-orientated, reminds past knowledge, provides guidance and feedback (e.g.,
with guide questions), uses self-checking exercises, and ensures transfer and
critical thinking. In respect to instructional principles students` errors and
problems have to be anticipated and addressed through adequate teaching
materials and tutorial support. Multi-view presentations concerning the
structure of the presented subject-matter, the use of text-, audio-, or
video-formats, the difficulty of the exercises and others are a major source for
adapting instruction to students` individual needs. In order to facilitate
comprehensive learning experiences also a sufficient number and variety of
learning activities and of online testing opportunities have to be implemented
in web-based distance education. Finally, generative learning (which requires
higher-order cognition and defending answers) and contextual engagement (with
focus on real world problems) have to be ensured (see principles and examples in
detail in: Hall, 1997; Khan, 1997; Oliver & Reeves, 1996).
Miscellaneous
aspects in quality control in web-based distance education consist of the
adequacy and (long-term) stability of financial resources, of regularly
accompanying measures in faculty education, and of the establishing and the
maintaining of a quality assurance program (see next section).
It is obvious
that certain modules of standards are related to certain inputs, processes,
outputs, or professional roles in web-based distance education. For example,
standards in respect to technical functioning will be used for evaluating the
work of the technology expert and/or the technician. Standards concerning
content and learning support are, for example, connected to teaching materials
(as inputs), the teaching-learning-processes (as processes), and students`
achievements (as outputs), but also to the work of the instructional designer
and the tutor. In this article, it was not intended to assign each module of
standards to a particular input, process, output, or role, because in the
practice of distance education the duties of involved persons are not always
clear or cannot always be delimitated from each other. The modules of standards
presented in this article must be seen as pools of standards, criteria, or
guidelines which can flexibly be selected and combined according to individual
requirements in the evaluation of the distance education environment.
Ways of Quality Assurance
Ways of quality assurance in web-based
distance education concern the questions of who controls quality and which
functions serve quality control, and how quality is controlled and
assured.
Who Controls Quality and Which Functions Serve Quality
Control?
Quality control in web-based distance education is
usually done by experts in the fields (e.g., university professors in
educational technology), by staff members from inside and from outside the
distance education institution (e.g., the work of technicians can be evaluated
by technicians from other distance education institutions or by colleagues from
the own institution), and by users or clients of the distance education
institution (e.g., students and/or their parents).
Quality control helps
to distinguish between good and bad distance education institutions or parts of
them. It provides information for the students` selections of suitable
institutions. It also gives educational decision makers a basis for deciding
which institutions should be forced or promoted and which institutions should be
improved or shut down. At a national and at an international level quality
control makes it possible to compare distance education institutions with each
other and with commonly accepted standards. Quality control tells the managers
of a distance education institution which parts or services function well and
which parts need improvement in order to be successful in the main objective,
the education of students. Quality control can also serve as a way of
self-control to all staff members. It is especially helpful, when new technical,
pedagogical, etc. approaches are introduced or when some unspecified pedagogical
or other problems arise.
How is Quality Controlled and
Assured?
Methods and instruments. Quality
control in web-based distance education uses methods and instruments from
empirical social research: surveys, interviews, observations, and tests in
experimental and non-experimental settings which are often based on given
checklists and on competence lists or tests, sometimes on general guidelines,
and seldom on course evaluation systems. Methods and instruments are applied in
traditional ways (e.g., using paper questionnaires) or through using the WWW
(e.g., presenting interactive questionnaires which results are emailed to the
distance education institution). Results discovered with methods and instruments
are reported to the relevant persons which use the information to improve the
quality of the web-based distance education environment. Regular repetitions of
this process and accompanying measures (see below) should achieve quality
assurance.
A checklist of 125 indicators of resource quality or questions to
be asked about a distance education web-site was presented by Wilkinson,
Bennett, and Oliver (1997). The major criteria of this checklist, which are
closely related to some of the quality factors presented in this paper, are:
site access and usability, resource identification and documentation, authority
of author, information structure and design, relevance and scope of content,
validity of content, accuracy and balance of content, navigation within the
document, and aesthetic and affective aspects. This checklist might be used for
evaluation, but can also function as guideline for distance education web
resources design. A further more practicable checklist of 68 items with other
priorities which should be used when considering the purchase of a web-based
distance education course and when developing such courses is presented by
Brill-Pisik (1997). The items are dealing with content and instruction,
activities of learners, potential for job transfer, design and packaging, and
operation characteristics. Porters´ (1997) checklist for evaluating online
courses is focussing on course content, degree programs, time frame, costs, and
technical requirements. Schrock (1996) developed a critical evaluation survey
for web resources on different school levels. It addresses questions like: how
does it look?, what did you learn?, what is on the page and who put it there?,
and gives also opportunity to a narrative evaluation. In respect to narrative
evaluation a comprehensive list of open questions for online course evaluation
can be found, for example, at http://pstcc7.pstcc.cc.tn.us/ost/formeval.html,
other rating scales can be found at http://www.cyberbee.com/guide1.html,
http://newark.rutgers.edu/~rps/nsurvey.html, or
http://www.microweb.com/pepsite/. In web-based distance education also other
forms of instructional technology can be integrated. For example, one part of a
web-based distance education course might consist of traditional
computer-assisted instruction using drills, tutorials, or simulations for
instructional purposes. In this case checklists for (traditional) educational
software can be used to evaluate the quality of instruction (see such
checklists, for example, in: Gärber, Harbeck, & Lauterbach, 1992; Wazel,
1998). In this respect, it has to be mentioned that also general measures for
the evaluation of traditional instruction can be used in the field of distance
education. Gagné, Briggs, and Wager (1988) showed a list of many possible
assessments including: need (i.e., the necessity of the product in the field of
education), market (i.e., the possibility for selling the product), evidence of
good performance in field trials, consumer performance, performance comparison
(with other competitive products), long-term effects of the product, side
effects of the product, performance process (i.e., indication that the processes
of instruction are as proposed in the product), statistical and practical
significance of performance, costs and cost-effectiveness, and extended support
(e.g., continued monitoring and updating of the product).
Schnepf,
Mashayekhi, Riedl, and Du (1994) defined pre-, in-, and post-class competencies
for distance education instructors (tutors/teachers) which can be used as a list
of competencies for evaluational purposes. Pre-class competencies concern the
search, the capture, the creation, the storage, and the integration of learning
material. In-class competencies are the presentation of the content or parts of
it, the establishing and terminating of sessions, the organization of workspace,
the breaking of students into small groups, the giving of exams and quizzes, and
others. Post-class capabilities are related to reviews of class sessions, to the
providing of tutorial services, or the submission, the grading, and the
recording assignments. Thach and Murphy (1995) presented a detailed list of
competencies for all types of distance education professionals which can
function as an action-orientated way of evaluating individual duties in a
distance education environment. These competencies are related to different
professional roles and concern planning skills, instructional design skills,
skills in distance education teaching, collaboration skills, technology repair
skills, managerial skills, editing skills, library research skills, or data
analysis skills. McKenzie (1997) developed a rating scale reflecting an
important competence in distance education, namely "information skills" which
fall into questioning (i.e., recognizing decisions, issues, and problems when
looking at a topic), planning (i.e., identifying sources of information likely
to build understanding), gathering (i.e., collecting and storing information for
later consideration), sorting (i.e., reorganizing information to support
understanding), synthesizing (i.e., recombining information to develop decisions
and solutions), evaluating (i.e., determining whether the gathered information
is sufficient to support a conclusion), and reporting (i.e., translating
findings into usable products). A very important form of the evaluation of
individual competencies concerns the assessment of achievements. The assessment
of staff and students` progress has also the function to give them feedback so
that they know how they succeed, and, in all cases where diplomas are required,
to provide the basis for marks. The assessment of staff and students should be
based on reliable and valid tests which are applied in a repeated-test-design
and based on the definition of behavioral objectives which express what a person
is expected to be able to do in his job and/or after having completed a course
or a course unit (Holmberg, 1995). Commonly used dependent variables in
assessments are: number of errors made, positions where the errors were made,
time taken to complete a given task, time taken to recover from an error,
quality of the resultant task output, preference ratings, attitude scores, or
latency time before initiating a response. These variables can be measured by
tests complemented by observation, protocol analysis, or online
monitoring.
General guidelines for distance education as a further universal
basis for evaluations are formulated by Willis (1993). They contain
prescriptions about meeting students needs (of both content and preferred
learning styles), about course planning and organization, about teaching
strategies, and about interaction and feedback. The guidelines of Wagner and
McCombs (1995) are closely related to the "learner centered psychological
principles" of the APA (American Psychological Association) and are dealing with
12 important factors influencing learning in distance education courses (i.e.,
the nature of the learning process, goals of the learning process, the
construction of knowledge, higher-order thinking, the depth and breath of
processed information, negative cognitions and emotions, curiosity and
creativity, individual developments, social learning, caring relationships,
individual differences in learning, and cognitive filters).
Course
evaluation systems are based on systematic instructional design and on empirical
research demonstrating effective instructional strategies. They are a diagnostic
and prescriptive method for evaluating the quality of educational measures and
for suggesting remedial measures. Within course evaluation systems instructional
products are evaluated according to the appropriateness of the objectives, test
items, and presentations for the overall course goal, according to the
consistency of objectives and test items (do the test items match the
objectives?), according to the adequacy of the test items (are the test items
properly constructed?), according to the consistency of the instructional
presentation and the course objectives, according to the adequacy of the
instructional presentation, and according to the instructional effectiveness
(Ellis, Knirk, Taylor, & McDonald, 1993).
Procedures of
quality control and assurance. Quality control in web-based distance
education is implemented by certain procedures, like standardized evaluational
processes, QM (Quality Management), special awards or competitions, or WWW
repair approaches. For example, Collis (1993) presented an evaluational model
for distance education which consists of several stages and which describes a
highly standardized evaluational process. In a first stage, information about
the assumptions and intentions of a distance education project is gathered,
then, in a second stage, the contingencies among project intentions and
assumptions are assessed. In a third stage, the implementation of the project
and the actual distance education context are observed. Finally, congruities and
incongruities between what was intended and what is occurring are identified.
Each of the stages is based on assumptions about the context, general
intentions, plans for executions, and short- and long-term success indicators.
According to Dick and Carey (1985) a "formative evaluation", i.e. the collection
of data and information during all phases of distance education, should be used
in addition to "summative evaluations" which are undertaken, when a final
version of instruction or learning materials has already been produced and which
represent the most common form of evaluation in distance education. For example,
formative evaluations in respect to instructional design consist of observing
different steps: identifying instructional goals through conducting
instructional analysis (task analysis) and through identifying entry behaviors
or characteristics, writing performance objectives, developing
criterion-referenced test items, developing instructional strategies, and
developing and selecting instructional materials. These observations are, for
example, undertaken in a one-to-one evaluation. The purpose of the one-to-one
evaluation is to identify and remove obvious errors in the instruction and to
obtain first reactions to the content from learners. This is accomplished by
direct interaction between the instructional designer and students who are
representative of the target population. Dringus (1995) presented an iterative
procedure for the formative evaluation of web-based distance education courses,
particularly their interface presentation, in which different methods of other
approaches are combined and integrated.
A quality management approach in
web-based distance education can be found, for example, at the Murdoch
University (Brown, 1998). A first important part of this approach consists of
standards for the production and delivery of web-based distance education
courses which are available to all staff members. A second part concerns
permanently available practical advice and assistance in planning (e.g., the
instructional design), delivery (e.g., class administration), and in the
creation of web documents (e.g., technical help for staff). A third part
consists of standardized study guides for students which represent a way of
organizing the content of a course. All contents are built from an introduction
and a structured sequence of topics with a repeat structure for all topics. Each
topic contains learning objectives, key concepts, topic notes,
readings/materials, and learning activities (e.g., learning tasks).
Special
awards and competitions are a way in quality control that make distance
education institutions to present their products to a national and international
audience. Participating in such contests is motivating for staff members.
Showing a good contest performance can be used for marketing and advertisement
purposes. Outstanding products (web-based distance education courses) also
represent good models for the design of distance education environments and
inform institutions about actual and future developments around the
world.
WWW repair approaches are measures to improve many aspects of web
resources over the long run and should be considered when starting new or when
revising existing web-based distance education courses (Ciolek, 1996). There are
six repair approaches: programming, procedural, structuring, bibliographical,
evaluative, and organizational ones. Within the programming approach it is the
idea to use (continuously improving) software to organize, channel, and guide
publishing and communication activities on the WWW what should reduce the scope
for errors and blunders on the web. The procedural approach is focussing on the
documentation of design, production, and maintenance procedures and on promoting
web publication guidelines and templates. Structuring approaches deal with
data-location tags in web documents, with data-filtering, or with multiple ways
of viewing and analyzing information in collections of documents.
Bibliographical approaches try to elaborate citations schemes and to establish
them as minimal conventions. Evaluational approaches use ratings concerning
quality factors mentioned in this paper to judge the usability, instructional
quality, etc. of the web document. Within organizational approaches it is
assumed that cooperation and coordination between producers of web learning
materials should improve quality in web documents.
All mentioned
procedures of quality assurance have to be effective during the whole process of
implementing and using web-based distance education environments. Quality
assurance means that evaluation has to be done repeatedly and has to include all
parts or all staff members of the distance education institution, that the
outcomes of the evaluation have to be presented to all parts or staff members of
the institution, and that there is assistance (advice and education) for staff
members for permanently improving their achievements (Limacher, 1996). Quality
assurance should become an integrated part of the staff members` daily work.
This can be realized when all staff members fix their own quality development
and continued education plans and activities in respect to their individual
duties, in arrangement with their superiors and in consideration of the
evaluational standards, processes, and outcomes. Such individualized quality
development and continued education plans are the most important key to
successful quality assurance in the long run.
Discussion: The
Significance of Quality Factors and Quality Assurance
Evaluation methods
strongly vary in their sophistication and their applicability. The least
sophisticated approaches require little preparation and are the least
time-consuming but are the least diagnostic with respect to the problems at the
web-based distance education environment. It is the task of the evaluator in
cooperation with the distance education institution to find out what way to go,
because the more sophisticated evaluation methods are often time consuming and
require knowledge of complex data collecting and data computing methods
(Johnson, 1992).
The selection of evaluation methods and instruments also
depends on the used technology. None of the given instruments can be used to
evaluate all possible distance education environments. Some parts of the
available instruments can be usable in all environments, but other parts of an
instrument for evaluation have to be adapted to the given distance education
environment. In this respect it is also not clear, what kind of distance
education technologies should be used for what kind of teaching objectives and
learning activities (Astleitner, Sams, & Thonhauser, 1998). Text-based
WWW-sites might be suitable for storing learning materials and for acquiring
basic knowledge, facts, and deep understanding. Multi-media-WWW-sites (or
-CD-ROMs) motivate students, entertain them and give opportunities for browsing.
Videoconferencing might be necessary when audio and visual demonstrations,
simulations, or real-world-interactions are part of the teaching process, when
highly complex problems have to be solved, or when immediate feedback is
fundamental for learning. Email and Internet Relay Chat (IRC) help in discussing
issues which need no audio or visual representation (Gay, 1997).
Many
checklists for quality control, that can be found on the WWW, are not
comprehensive, they are only dealing with some aspects of quality. For
educational practice it is acceptable that different modules of different
instruments are combined in order to evaluate a particular distance education
institution. This procedure means to eclectically gather and select modules of
quality factors and apply them, not for testing theoretically deduced
hypothesis, but for getting comprehensively in touch with different aspects of
the distance education institutions` reality and their efforts for improvement.
Of course evaluations have to be based on adequate theories, but primarily they
have to cope with practical problems.
Despite the acceptance of theoretical
foundations of evaluations in the field of distance education, many evaluational
approaches do not reflect theories of distance education or, at least, do not
mention them explicitly (e.g., Clearinghouse, 1998). There are theories which
were formulated taking into account the conditions and consequences of distance
education, but many theories, like theories of independence and autonomy,
theories of industrialization of teaching, or theories of interaction and
communication are highly general, so that applying these theories in the
practical field of distance education needs a lot of work in defining more
concrete concepts or in developing research instruments (Astleitner &
Leutner, 1998). Other theories come from the field of traditional instructional
theories and are applied in the field of distance education (e.g., cognitive
apprenticeship, anchored instruction, or reciprocal teaching) without reflecting
particular conditions in distance education. Some theories are adapted to
typical learning conditions in distance education environments (e.g., open
learning theory, social learning, or theories of self-organized learning), but
only few theories are developed in the distance education context and for
explaining important aspects of distance education (e.g., Holmberg`s (1995)
"theory of learning and teaching in distance education", or Carroll`s (1990)
"minimalist instruction"). Future theories of distance education need to take
into account particularly the situation of the distant learner, the technical
settings, and specific (interactive) instructional methods which are primarily
developed for distance education like self-checking exercises, student progress
tracking, or competency-based mastery learning (Brusilovsky, Kobsa, &
Vassileva, 1998). Such theories will be more considered in web-based distance
education evaluations` than existing theories and therefore decrease the
theoretical vacuum in evaluations of web-based distance education (see
theoretical approaches in: Astleitner, 1997; Astleitner & Keller, 1995;
Astleitner & Leutner, 1995, 1996).
It is also often not possible to
figure out where the criteria in evaluational instruments and procedures come
from. Some of the checklists are based on individual experiences, or some on a
poll of a small group of experts in information quality which expertise is
hardly to prove (see, for example, the criteria list from: Khan & Vega,
1997). For many guidelines and checklists it is not clear which theoretical and
empirical bases they have, most of them are not validated (Fricke, 1995). Some
instruments, like the DESP (Distance Education Student Progress) - questionnaire
(Kember, 1989) need updating in respect to the technical development or were
primarily designed to develop and test a highly specific model of student
progress in distance education. Others are so trivial and general that they
cannot help in solving complex problems in the design or evaluation of web-based
distance education (e.g., Oughton, 1998). Many instruments and procedures in the
field of distance education evaluations do not reflect new methods of distance
education like "learning circles" (geographically divers classrooms with a
shared curriculum focus joined together), "teleapprenticeships" (students serve
a variety of roles in interaction with practicing adults), or "telementoring"
(distant support for on-the-job learning) (Levin, 1995).
It has also to be
mentioned that criteria contained in the stated instruments tend to be highly
general. Criteria have to be applied to web-based distance education courses in
a very general way, as if all courses used the same technology, were written in
the same language, had the same complexity, the same structure, or served the
same objectives. Also comprehensive testing of the intra- and inter-evaluator
consistency of the frequently used rating procedures is, as a rule, not yet
given in an acceptable quality and quantity. Many phenomena in distance
education have to be measured more exactly, especially in respect to their
practical significance. For example, what does it mean, that the loading of a
web-page takes too long? How many seconds are too long and under what
circumstances longer or shorter loading times are acceptable for
learning?
Despite some empirical evidence it is not clear, which quality
factors are the most important ones. It is also not evident, which web-based
distance education environments can function as "best practices" and as good
models for future developments. Often variables found as important in research
are not included in given checklists. Kember, Lai, Murphy, Siaw, and Yuen (1992)
found in their synthesis of evaluations of distance education courses several
important variables for student success: tutorial attendance, face-to-face
meetings with tutors and other students, colloquia and workshops as integral
parts of a course, content-based selection of way of tutorial communication
(telephone, fax, email, etc.), or text packages instead of video and television
broadcasts. Moore and Kearsley (1996, p. 76) identified in their review further
variables that determine the effectiveness of distance education courses: number
of students at learning site, duration of courses, reasons for student taking
class, educational background of student, instructional strategies used
(lecture, discussion, problem-solving), kind of learning involved (concepts,
skills, attitudes), type of pacing (student determined, teacher defined,
completion dates), amount and type of interaction/feedback, course involvement
of tutors, preparation and experience of instructors and administrators, and
extent of learner support.
At the moment there are no or only few
institutions dealing with quality control and quality assurance of web-based
distance education in a professional way. Most quality control and assurance
activities are semi-professional conducted, mostly by more or less trained staff
members with some expert advice. The presented paper should help in looking at
quality of web-based distance education in a more comprehensive way and should
lead to a higher professionalism in quality control, which represent an
important way for promoting new information technologies and their capabilities
for lifelong learning.
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Author
Dr. HERMANN ASTLEITNER is Associate
Professor, Institute of Educational Research, University of Salzburg,
Akademiestrasse 26, A-5020 Salzburg, Austria. He specializes in educational
technology, education in the information age, and research synthesis. Homepage:
http://www.sbg.ac.at/erz/people/astl.htm. Email: Hermann.Astleitner@sbg.ac.at.