c/EPA
          United States
          Environmental Protection
          Agency
             National Training
             and Operational
             Technology Center
             Cincinnati OH 45268
EPA-430/1-79-010
November 1979
          Water
Basic Instructional
Technology

Participant Reference
Manual

-------
                                  BASIC  INSTRUCTIONAL TECHNOLOGY
                                   PARTICIPANT REFERENCE MANUAL
National Training and Operational  Technology Center
   United States Environmental  Protection Agency
              Cincinnati, Ohio 45268

-------
     The mention  of trade  names or commercial  products  in  this
publication is for illustration purposes  and  does  not constitute
endorsement or recommendation  for use  by  the  U.  S.  Environmental
Protection Agency.

     Contents of  this publication do not  necessarily reflect the
views and policies of the  U. S Environmental  Protection Agency.

-------
                Project Funded By

National Training and Operational Technology Center
   United States Environmental Protection Agency
              Cincinnati, Ohio 45268
              Contract No.  68-03-2756


      Project Officer:  Mrs.  Audrey D.  Kroner
                    Awarded To:

    Development and Evaluation Associates, Inc.
               700 East Water Street
               Syracuse, N. Y. 13210

-------
                              FOREWORD
The Basic Instructional Technology Workshop is the first of two workshops
developed to provide environmental protection professionals with the
skills needed to plan and deliver training programs.  The second workshop
provides a more advanced treatment of subjects introduced here.

Materials and directions for this basic workshop are presented in two
volumes.  In addition to this Participant Reference Manual there is a
Staff Guide.  The Participant Reference Manual contains materials for stu-
dent use during the workshop, and also is intended for use "on-the-job" in
preparing future instructional activities.  The Staff Guide is intended
for use by the instructor in planning and delivering the workshop.

-------
            OTHER U.S. ENVIRONMENTAL PROTECTION AGENCY
           INSTRUCTIONAL SUPPORT SERVICES AND MATERIALS
                   INSTRUCTIONAL RESOURCES CENTER
     The U.S. EPA National Training and Operational Technology Center (NTOTC)
maintains  an Instructional Resources  Center in Cincinnati, Ohio.   A  primary
objective is the compilation and dissemination of information about water quality
and  pesticide instructional  materials  available to  interested  persons.   The
"Instructional Resources Center Bulletin"  is designed as the communications link
between the Center and persons involved in environmental education and training.
If you wish to receive free copies of the  Bulletin, send your name, position title,
organization or institution or agency name, mailing address and phone number to:

                    IRC Bulletin
                    U.S. EPA - NTOTC
                    Cincinnati, Ohio  45268
                  INSTRUCTIONAL MATERIALS CATALOG
     Several audiovisual units and course packages are available for free loan from
U.S. EPA's National  Training and Operational Technology Center.  The "Water
Quality Control Instructional Materials" catalog describes slide/tape units, 16 mm
films, videocassettes and course  packages that can be borrowed.   If you wish  to
obtain a free copy of the catalog,  please send address information to:

                     Instructional Resources Center
                     U.S. EPA - NTOTC
                     Cincinnati, Ohio 45268

-------
                                                                          Ill
            INSTRUCTIONAL RESOURCES INFORMATION SYSTEM
     The Instructional Resources Information System (IRIS) is  a computer-based
information system.  It currently lists information about 3000 printed or audiovisual
water  quality  and  pesticide  instructional  resources  available  from  various
individuals, state and federal  government agencies, educational institutions  and
commercial companies throughout the country.  For more information about  this
system, write to:

                     U.S. EPA Information Dissemination Project
                     Ohio State University
                     1200 Chambers Road
                     Columbus, Ohio 43212
                   INSTRUCTIONAL SUPPORT PACKAGES
                                    for
                TRAINING ENVIRONMENTAL PROFESSIONALS
     The U.S. EPA National Training and Operational Technology Center (NTOTC)
has developed instructional packages for several technical courses of  interest to
water, wastewater and land management personnel.  Each  package consists of a
course manual, a staff guide and visual  or audiovisual instructional aids for each
topic.   The printed  manuals are  available  through  EPA's Instructional  Resource
Information System  (IRIS) and/or the  National  Technical  Information Service
(NTIS).  Instructional aids for teaching the topics are available on free loan from
EPA's NTOTC.
     Following is a description of the courses for which instructional packages are
currently  available.    The  format of  the  manuals  facilitates  selection  and
presentation of those topics of interest to a particular student or group of students.

     For more information about obtaining any of these materials, contact:

                     Instructional Resources Center
                     U.S. EPA - NTOTC
                     Cincinnati, Ohio 45268

-------
                                                                           IV
              Self-Monitoring Procedures: Basic Laboratory Skills
For:      Treatment plant personnel who are required to monitor effluent discharges
          and who have had little or no previous experience in laboratory work.

Topics:    Review of basic mathematics including the metric system, formulas
          and percentage; basic chemical laboratory operations such as weighing
          techniques, use of equipment and preparation or reagents; basic microbiological
          laboratory operations.  Emphasis is on practice of skills.

Time:     Seventeen lessons ranging from 0.5 to 3.0 hours.  Total instruction time
          is about 38 hours.
                        Effluent Monitoring Procedures:
                  Basic Parameters for Municipal Wastewaters
For:      Municipal treatment plant personnel who are required to sample, measure
          and analyze their discharges and who have had little or no previous
          experience in laboratory work.

Topics:    Open Channel Flow Measurements, Biochemical Oxygen Demand, Dissolved
          Oxygen, pH, Fecal Coliform by MPN and MF methods, Total Residual
          Chlorine, Suspended and Settleable Solids, Reporting Data.  Emphasis
          is on laboratory practice.

Time:     Eighteen lessons ranging from 0.5 to 7.5 hours.  Total instruction time
          is 30 to 45 hours.
For:


Topics:
Time:
                Effluent Monitoring Procedures:  Metals Analyses

          Municipal treatment plant personnel who are responsible for performing
          metal analyses and have had little or no experience in laboratory work.

          Various metals are used as examples of six methods used to determine
          metals:  Boron, colorimetry; Calcium, volumetric;  Copper, Magnesium,
          Manganese, Zinc, direct aspiration atomic absorption; Lead, extraction
          followed by atomic absorption; Mercury, flameless atomic absorption;
          Potassium and Sodium, flame photometry. Emphasis is on laboratory
          practice.
          Seven lessons ranging from 2.5 to 5 hours.
          20 to 23 hours.
                                                 Total instruction time is

-------
                   Effluent Monitoring Procedures: Nutrients
For:      Municipal treatment plant personnel who are responsible for performing
          nutrient analyses and who have had little or no experience in laboratory
          work.

Topics:    Phosphorus, Kjeldahl Nitrogen, Ammonia, Organic Nitrogen (by difference),
          Nitrate and Nitrite Nitrogen by Cadmium Reduction. Also Chemical
          Oxygen Demand and Oil and Grease. Emphasis is on laboratory practice.

Time:     Nine lessons ranging from 1.0 to 7.0 hours. Total instruction time is
          27 to 33.5 hours.
              Methods for Determination of Chemical Contaminants
                               in Drinking Water
For:      Chemists and technicians with little or no experience in chemical procedures
          required to monitor drinking water.

Topics:    Sampling, Statistics, Quality Control, Safety, Arsenic, Barium, Cadmium,
          Chromium, Lead, Mercury, Selenium, Silver, Fluoride, Nitrate, Organics
          (chlorinated Hydrocarbons, chlorophenoxys, trihalomethanes), Chlorine
          and Turbidity. Representative methods can be selected for the laboratory
          practice sessions.

Time:     Fourteen lessons ranging from 1.0 to 3.8 hours.  Total instruction time
          is 26 to 49 hours.
                Determination of Residual Chlorine and Turbidity
                               in Drinking Water
For:      Chemists and technicians with little or no experience in chemical procedures
          required to monitor drinking water.

Topics:    Compliance Requirements, Total Residual Chlorine and Turbidity.
          Emphasis is on laboratory practice.

Time:     Five lessons ranging from 0.75 to 1.5 hours.  Total instruction time
          is 5 hours.

-------
              Inorganic Analyses in Water Quality Control Programs
For:     Chemists and technicians with chemical laboratory experience, 1 year
         of college level inorganic chemistry and 1 semester of quantitative
         analysis (or equivalent).

Topics:   Sample Handling, Compliance Methodology, Safety, Analytical Techniques,
         Volumetric Analysis, Precision,  Accuracy, Quality Assurance Programs,
         Acidity and Alkalinity, Total Residual Chlorine, Fluoride, Hardness,
         Nitrate and Nitrite Nitrogen, Total Phosphorus, Total and Suspended
         Solids, Specific Conductance, Turbidity.  Emphasis is on laboratory
         practice.

Time:    Nineteen  lessons ranging from  0.5 to 5.25 hours.  Total instruction
         time is 30 hours.
              Organic Analysis in Water Quality Control Programs
For:    Chemists and technicians with chemical laboratory experience, 1 year
        of college level organic chemistry and one semester of quantitative analysis
        (or equivalent).

Topics:  Sample Handling, Compliance Methodology, Safety, Control of Analytical
        Performance, Spectrophotometer and Calibration Graphs, Gas Chromatography,
        Dissolved Oxygen, Biochemical Oxygen Demand, Chemical Oxygen Demand,
        Chlorinated Hydrocarbons, Total Organic Carbon, Total Kjeldahl and
        Organic Nitrogen, Oil and Grease, Phenolics,  Polychlorinated Biphenyls,
        Surfactants.  Emphasis is on laboratory practice.

Time:   Twenty-one lessons ranging fromO.5 to 5.25 hours. Total instruction
        time is 26 to 30 hours.
           Bacteriological Methods in Water Quality Control Programs
For:     Bacteriologists and technicians with bacteriological laboratory experience
         including sample inoculations, transfers, media preparation and handling,
         and related skills.

Topics:  Compliance Methodology; Chlorine Determinations and Turbidity; Bacterial
         Indicators; Equipment, Media and Solutions, Sample Volumes, Sample
         Collection and Test Procedures for both the Multiple Dilution Tube (MPN)
         and Membrane Filter (MF) methods; Statistics "and Geometric Means.
         Emphasis is on laboratory practice.

Time:    Twenty-one lessons ranging from 0.75 to 4.0 hours. Total instruction
         time is 28.75 hours.

-------
                                                                            V11
                          Land Application of Wastes
For:     Engineers, scientists, waste management specialists and other professionals
         with at least the equivalent of an undergraduate degree in engineering,
         agriculture or a related discipline.

Topics:   Course integrates pertinent information from sanitary and environmental
         engineering, agronomy, soil science, agricultural engineering, economics
         and law as applicable to utilizing land for the application of various types
         of wastes. Lessons are:  Soil as a treatment medium, Site evaluation
         procedures, Design approaches, Social factors, Vegetative cover, Alternative
         systems, Monitoring, Nitrogen management, Phosphorus management,
         Toxic element interactions, Organics, Legal aspects, Crop selection,
         Non-crop uses, Costing procedure, Water management and climate effects.

Time:    Twenty-one modules ranging from 0.5 to 3.0 hours. Designed for a workshop
         setting of about 40 hour duration.

Note:    Materials were developed by a grantee.
           Erosion and Sediment Control, Audiovisual Training Program
For:     Those responsible for erosion and sediment control, management, inspections
         or State standard development or support.

Topics:  Erosion and sediment control, Soils, Rainfall-runoff relationships, Erosion
         and sedimentation, Plant materials, Control of runoff during construction,
         Vegetative soil stabilization, Stream erosion control, Temporary soil
         stabilization, Sediment from construction, Control planning, Wooded
         sites, Roles and responsibilities.

Time:    Thirteen modules, self-paced.  The package is designed for both self-
         study and for group presentation.

Note:    Materials were developed by a contractor.

-------
                                                                           vm

                           CURRICULUM GUIDES


    Curriculum guides for training water quality control personnel have been
developed by various institutions and are available for use and adaptation by others.
For further information about the following, contact the source cited.


A Two-Year Water Quality Monitoring Curriculum

    Source: Ulster County Community College
            Attn:  Professor Richard Glazer's Office
            Stone Ridge, New York
Wastewater Technology: A Two-Year Post-High School Instructional Program

    Source:   Charles County Community College
             Attn:  Mr. William Engel's Office
             P.O. Box 910
             La Plata, Maryland 20646
Wastewater Engineering Technology Program

    Source:  Clemson University
             Attn:  Dr. 3oseph Allen's Office
             Clemson, South Carolina 29631

    Note:    This is a four year program.
Bachelor of Engineering Technology Curriculum in Water Quality Management

    Source:  Pennsylvania State University
             Attn:  Dr. Charles Cole's Office
             Capitol Campus, W 261
             Middletown, Pennsylvania 17057

    Note:    This is a two + two or a four year program.

-------
                              CONTENTS
                                                                        IX
FOREWORD

INTRODUCTION
        Basic Instructional Technology Workshop Goal
        Description of the Workshop
        Use of the Manual
        Workshop Plan and Schedule
SUMMARY PLAN OF INSTRUCTION
INDEX TO UNITS
UNITS OF INSTRUCTION
        Unit One
        Unit Two
        Unit Three
        Unit Four
        Unit Five
        Unit Six
        Unit Seven
        Unit Eight
        Unit Nine
        Unit Ten
        Unit Eleven
        Unit Twelve
        Unit Thirteen
        Unit Fourteen
- Introduction
- Problem Analysis
- Task Analysis
- Objectives Specification
- Evaluation Techniques
- Instructional Methods and Media
- Lesson Planning
- Developing Oral  Communication  Skills
- Development of First Presentations
- Instructional Media and Related Resources
- Classroom Management
- Development of Second Presentations
- Workshop Summary
- Evaluation and Conclusion
PLANNING FORMS AND WORKSHEETS
REFERENCES
GLOSSARY
   1
   1
   1
   1
   2
   5


   7
 n
 13
 15
 51
 71
 87
107
117
119
131
133
135
137
139
147
151

-------
                            INTRODUCTION


            Basic  Instructional Technology Workshop Goal

 The  overall  goal  of this Basic Instructional Technology Workshop  is  to
 provide  environmental  protection  professionals with  basic training in
 the  techniques  of planning  and delivering instruction on environmental
 quality  and  control  subjects.  Specifically, this workshop is  intended to
 give those with no previous  teaching experience the  basic skills  of
 identifying  instructional needs,  specifying objectives, planning  the
 instruction,  locating  support materials, conducting  the instruction
 (using various  instructional formats including the lecture), and  finally,
 evaluating  the  performance  of those who complete the instruction.  By the
 end  of this workshop,  the concepts and principles composing each  of  these
 topics will  have  been  described and demonstrated and participants will
 have practiced  their application  and received feedback on their performance.


                     Description of the Workshop

 This workshop consists of fourteen units of instruction totalling nearly
 forty hours of  classroom time.  It is designed to be given on  a variety
 of schedules ranging from one solid week to several weekends or a series
 of twelve half-days  or evenings.

 The  emphasis of the  Basic Instructional Technology Workshop is on the
 development of  teaching skills.   Specifically, this workshop is intended
 to give  those with no previous teaching experience the basic skills needed
 to conduct simple  training programs.  Host of the topics within this
 workshop are treated on a strictly applied basis with a minimum of theory
 and  technical explanation.  The advanced workshop provides more detailed
 treatment of many  of these subjects.


                         Use of the Manual

 This  manual is  designed to function as a learning aid during the workshop
 and  as a basic  reference tool once the workshop is completed.   It consists
 of three kinds  of materials:  Unit Overviews, Content Summaries, and
 readings or assignments.   A Unit Overview is provided for each of the
 fourteen units  to describe the role of that unit within the workshop and a
 brief description of its  content and objectives.   Content Summaries are
 provided where  relevant as a formal kind of "class notes"  highlighting the
 key  points to be gained from the workshop's instructional  activities in
 given unit.  Individual readings  and assignments are also included where
 appropriate.  As the workshop proceeds you will  also receive a variety of
 additional handouts and exercises  for eventual  inclusion within the appro-
 priate units of instruction.


                    Workshop Plan  and Schedule

The table on the following pages,  "Summary Plan  of Instruction,"  briefly
describes the content,  duration,  and instructional  methods  of  this workshop.

-------
                    SUMMARY PLAN OF INSTRUCTION
  Unit of
Instruction
 Time
 Method(s)
    Content  Outline
Unit One
Introduction
2% hours
-Lectures
-Assignment
-Introduction to Workshop
-Participant introductory
presentations
Unit Two         2 hours

Problem Analysis
            -Lectures
            -Assignment
                   -Introduction to problem
                    analysis
                   -Categories of problems
                   -Use of Problem Definition
                    Worksheet
Unit Three       2% hours

Task Analysis
            -Lecture
            -Demonstration
            -Assignments
                   -Introduction to job
                    analysis and the use of
                    Task Summary Sheet
                   -Practice application
Unit Four

Objectives
Specification
4 hours
(one hour
may be
done over-
night)
-Lectures
-Self-instruction
-Guided
 discussion
-Assignments
-Introduction  to  behavioral
 objectives  and performance
 levels
-Practice  in writing
 objectives
Unit Five

Evaluation
Techniques
4 hours
-Lectures
-Assignments
-Principles  and concepts  of
 evaluation
-Constructing  written  tests
-Evaluating  job performance
Unit Six         3 hours

Instructional
Methods and Media
            -Lectures
            -Demonstration
            -Gui ded
             discussion
            -Assignments
                   -Principles of learning
                   -Rules for organizing
                    instruction
                   -Teaching techniques
                   -The Instructional  Methods
                    Selection Table, Media
                    Selection Table, and
                    Lesson Planning Form

-------
  Unit of
Instruction
 Time
 Method(s)
   Content  Outline
Unit Seven       3^ hours

Lesson Planning
            -Lectures
            -Demonstration
            -Assiqnment
                   •Process of lesson planning
                   -Using the IPW
Unit Eight

Developing Oral
Communication
Skills
2 hours
-Lecture
-Demonstration
-Participant
 presentations
-Characteristics of an
 effective  oral  presentation
Unit Nine

Development of
First Presen-
tations
V-$ hours    -Assignment
(1 hour may
be done
overnight)
                   -Working from prepared IPWs
                    for Unit Ten, each partic-
                    ipant develops and practices
                    a short presentation
Unit Ten

Instructional
Media and
Related
Resources
   hours    -Participant
             presentations
            -Self-instruction
                   -Characteristics of various
                    media
                   -Operation of equipment
                   -Media selection
                   -IRIS, IRC
Unit Eleven
Classroom
Management
1 hour -Lecture
-Guided
discussion
-Physical and interpersonal
environments and communi-
cation
-Techniques for managing
instruction and maintain-
ing attention
Unit Twelve

Development
of Second
Presentations
3 hours
(2 hours
may be done
overnight)
-Assignment
-Working from their notes
 and lesson titles, partic-
 ipants prepare objectives,
 evaluation items, IPWs,
 and presentations for Unit
 Thirteen lessons
Unit Thirteen    5 hours

Workshop
Summary
            -Participant
             presentations
                    -Workshop is summarized and
                    reviewed through partici-
                    pant presentations
                    -Participants receive feed-
                    back on quality of the pre-
                    paration and presentation

-------
Unit of Time
Instruction 1ine
Method(s)
Content Outline
Unit Fourteen    1% hours    -Assignment        -Workshop participants
                             -Guided             complete and correct
Evaluation and                discussion         post-test
Conclusion                                      -Participants evaluate
                                                 workshop

-------
                          INDEX TO UNITS
UNIT ONE       -  INTRODUCTION
UNIT TWO       -  PROBLEM ANALYSIS
UNIT THREE     -  TASK ANALYSIS
UNIT FOUR      -  OBJECTIVES SPECIFICATION
UNIT FIVE      -  EVALUATION TECHNIQUES
 UNIT  SIX        -   INSTRUCTIONAL METHODS  AND MEDIA
 UNIT  SEVEN      -   LESSON  PLANNING
 UNIT EIGHT      -   DEVELOPING  ORAL  COMMUNICATION  SKILLS
 UNIT NINE






 UNIT TEN
-  DEVELOPMENT OF FIRST PRESENTATIONS
-  INSTRUCTIONAL MEDIA AND RELATED RESOURCES
 UNIT ELEVEN    -  CLASSROOM MANAGEMENT
 UNIT TWELVE    -  DEVELOPMENT OF SECOND PRESENTATIONS
 UNIT THIRTEEN  -  WORKSHOP SUMMARY
 UNIT FOURTEEN  -  EVALUATION AND CONCLUSION

-------
                BASIC INSTRUCTIONAL TECHNOLOGY

         PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT ONE
INTRODUCTION

Estimated time for unit - Two hours thirty minutes
The CONTENT of this unit:

        The emphasis of the Basic Workshop is on the development of
        teaching skills.  Specifically, this workshop is intended to give
        those with no previous teaching experience the basic, practical
        skills of identifying instructional needs; specifying objectives;
        planning the instruction; locating support materials; conducting
        the instruction (with an emphasis on oral communication and the
        instructor's role in effective instruction); and finally, evalu-
        ating the performance of those who complete the instruction.  As
        the introduction to the workshop, this unit provides an overview
        of the workshop's content and purpose.  Specific attention is
        given to defining the need for this kind of training and the
        precise ways in which this workshop addresses those needs.  Speci-
        fic topics covered in this unit include the introduction of the
        Instructional Package Worksheet and a process for the systematic
        design of training materials.


The OBJECTIVES of this unit:

        Through the activities of this unit you will:
        -develop an appreciation for the benefits of systematic instruc-
         tional planning
        -become familiar with fellow workshop participants
        -be able to describe the use of the Instructional  Package Worksheet
        -understand the general plan of the workshop


The PURPOSE of this unit:

        This unit has been designed to provide a smooth beginning to the
        overall workshop.
The RESOURCES for this unit:

        1.   Content Summary
        2.   Instructional  Package Worksheet

-------
UNIT ONE:  INTRODUCTION
CONTENT SUMMARY
This workshop will show how to plan effective training according to the
following model.
Phase One:  ANALYSIS
        1.  Define the problem                            (Unit Two)
        2.  Analyze the tasks                             (Unit Three)
Phase Two:  DESIGN
        3.  Specify instructional objectives              (Unit Four)
        4.  Determine evaluation activities               (Unit Five)
Phase Three:  DEVELOPMENT
        5.  Select instructional methods and media        (Unit Six)
        6.  Develop instructional strategies              (Unit Seven)
Phase Four:  DELIVERY and REVISION
        7.  Deliver instruction (practice provided in Units Ten and
                                 Thirteen)
        8.  Evaluate and revise (considered in Unit Fourteen)
The techniques and procedures presented in Units Two through Seven all
yield information which becomes the input for filling out the form on
the following page.

-------
                  INSTRUCTIONAL PACKAGE WORKSHEET
CURRICULUM:



COURSE:



UNIT:



LESSON:



Estimated time:








Entering competencies







Objective



                  Behavior



                Conditions



    Acceptable Performance








Justification







Evaluation Activities







Resources







Instructional Approach

-------
                                                                       11
                  BASIC INSTRUCTIONAL TECHNOLOGY

           PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT TWO
PROBLEM ANALYSIS

Estimated time for unit - Two hours
The CONTENT of this unit:

        This unit introduces problem analysis as the first step in the
        systematic design of training materials.  The Problem Definition
        Worksheet is explained as a guide to the process of problem anal-
        ysis.  A simulation exercise is conducted to enable participants
        to complete a problem analysis in a familiar work setting.
The OBJECTIVES of this unit:

        As a result of this unit's instruction, you will be able to apply
        a systematic procedure for defining the nature of personnel per-
        formance problems in typical work settings.  You will also learn
        to judge when such problems are likely to be effectively solved
        through training programs.
The PURPOSE of this unit:

        To be effective, training must be designed to address specific,
        well-defined problems.  This unit presents a systematic procedure
        for defining such problems.
The RESOURCES for this unit:

        1.  Content Summary

-------
                                                                       12
UNIT TWO:  PROBLEM ANALYSIS
CONTENT SUMMARY
Problem
        A discrepancy or deficiency between the way things are and the
        way things ought to be.
Categories of Problems
        Skill or Knowledge Problems - when people do not know what to do
        or how to do it.

        Motivation or Incentive Problems - when people know what to do
        but do not want to do it.

        Environmental Problems - when people know how to do something
        and want to do it, but something about the work situation or
        organization will  not let them perform effectively.

-------
                                                                       13
                  BASIC INSTRUCTIONAL TECHNOLOGY

           PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT THREE
TASK ANALYSIS

Estimated time for unit - Two hours fifteen minutes
The CONTENT of this unit:

        This unit presents a systematic process for analyzing a job in
        terms of its component tasks and identifying those tasks which
        are to be the focus of a training effort.   Use of the Job Task
        Summary Sheet and Task Detailing Sheet  is explained and demon-
        strated.
The OBJECTIVES of this unit:

        The instructional activities of this  unit will  enable you to list
        and detail the tasks  composing a specific job.   You will  also
        learn to further define the tasks in  terms of the steps required
        to complete them and  the various types  of behavior they represent.
The PURPOSE of this unit:

        The development of specific instructional  objectives  and overall
        planning of the training activity requires the prior  specification
        of the particular job, task, and task-steps which are to be the
        focus of instruction.
The RESOURCES for this unit:

        1.  Content Summary

-------
                                                                      14
UNIT THREE:  TASK ANALYSIS
CONTENT SUMMARY
Definitions

        A job is the occupational  title or position held by an  employee.

        A job description is a statement (or statements) which  outlines
        the duties and responsibilities of the job.

        Tasks are the skills or operations which belong to a specific
        duty or area of responsibility.  Each task consists of  specific
        steps.

        Task analysis is the act of dividing a duty into all  of its  compo-
        nents.   It results in a list of everything an employee  must  do
        to advance the work to completion.


Types and Levels of Behavior

        COGNITIVE     Actions which involve knowing, understanding or
                      applying information; remembering or using facts
                      or ideas.

             Knowledge - ability to state a fact,  symbol, definition,
                         procedure, etc.

             Comprehension - understanding the meaning of a piece of
                         information; ability to explain or classify.

             Application - using knowledge and comprehension to complete
                         some activity; uses formula or rule, follows
                         procedure.

             Problem-solving - determining what must be done to perform
                         some task - creates a procedure; combines rules
                         or formulas into new rule.

        AFFECTIVE

             Expressions of feeling or interest; the adoption of an
             attitude or belief; the motivation to do something.
        PSYCHOMOTOR

             Physical  action,  speed or agility;  the performance  of a
             particular body movement.

-------
                                                                      15
                  BASIC INSTRUCTIONAL TECHNOLOGY

           PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT FOUR
OBJECTIVES SPECIFICATION

Estimated time for unit - Four hours
The CONTENT of this unit:

        This unit explains the nature and procedure for constructing
        specific instructional objectives.  Using information from the
        Task Detailing Sheet, participants are able to practice writing
        instructional objectives for specific tasks in a familiar work
        setting.  The role of the Lesson Planning Form is also introduced.


The OBJECTIVES of this unit:

        By the end of this unit you will be able to:

        -List and explain the four components of an instructional objective
        -Classify objectives according to level of behavior required
        -Write instructional objectives according to the four-part format
        -Write cognitive instructional objectives on more than one perfor-
         mance level
The PURPOSE of this unit:

        Instructional objectives are the cornerstone of training activities.
        When properly defined, they will help the instructor organize the
        training, and will enable both the instructor and the trainee to
        identify the successful outcomes of the training effort.


The RESOURCES for this unit:

        1. Assignment 4.1, Writing Instructional Objectives
        2. Assignment 4.2, Types and Levels of Objectives
        3. Lesson Planning Form

-------
                                                                       17
UNIT FOUR:  OBJECTIVES SPECIFICATION
LESSON  .2 of 3:   WRITING  INSTRUCTIONAL OBJECTIVES

ASSIGNMENT 4.1  WRITING  INSTRUCTIONAL OBJECTIVES

Estimated time:   Sixty minutes
      This  is a self-instructional assignment.  Please read the
      material and complete the exercises as directed.
                 WRITING  INSTRUCTIONAL OBJECTIVES
 Among  the most useful educational planning devices are instructional
 objectives.  They provide a blueprint for measuring the goals or desired
 outcomes of  a learning experience.  Instructional objectives are very
 useful  to both the instructor and the learner for selecting or designing
 instruction, for directing the students'  efforts to accomplish the
 intended objectives, and for evaluating the success of the instruction.
 The  purpose  of this module is to help you write clear instructional
 objectives.  Read the brief description of the parts of an instructional
 objective given in the box below.  After reviewing this description you
 should  be able to label segments of objectives as either "audience,"
 behavior," "conditions" or "acceptable performance" without making any
 errors.
                INSTRUCTIONAL OBJECTIVE COMPONENTS

      Instructional objectives are measureable observable goals for
      learning.  They specify the intended outcomes of instruction
      in  terms of the learner's behavior.

      Effective instructional objectives contain the following four
      components:

           1. Audience - who the students are or student character-
                        istics or prerequisite competencies stu-
                        dents should have
           2. Behavior - what students should be able to do as a
                        result of the learning experience

           3. Conditions - constraints, requirements, limitations,
                          or resources with which the behavior
                          must be performed

           4. Acceptable Performance - required level or quality
                                      of performance of the
                                      behavior
Now try the exercise  on  the next page.

-------
                                                                             19
Component Exercise

This exercise is designed to test your understanding of  the  four components
of instructional objectives (Audience, Behavior, Conditions, Acceptable Per-
formance).  Various pieces of objectives are given below.   Identify each piece
in terms of the component it represents by writing the components name in the
space  provided.


Example:  with the aid  of the instruction manual
 1.  with  accuracy to four decimal places
 2.   a  chemical engineer with two years of experience
 3.  with  room temperature between  12°C and  20°C
 4.   measure  and place into the beaker ten moles  of HC1
 5.   wastewater treatment plant  lab technicians with  no
     formal  training in chemistry
 6.   with  no more than three errors


 7.   using a calculator and F  tables


 8.   weigh and  record the weight  of the  sample  solution




Check your work against the answers on  the  next  page.

-------
                                                                             20
Answers to component exercise

       1.  acceptable performance


       2.  audience


       3.  conditions


       4.  behavior


       5.  audience


       6.  acceptable performance


       7.  conditions


       8.  behavior
If all of your answers were correct, go on to the next page.  If you missed
any items, go over the material on the first page of this assignment and  check
to see that you understand why the answers given above are correct. Then continue.

-------
                                                                       21
     The next four sections  of this  assignment  describe in  detail
     the four components  of  instructional  objectives.   Each sec-
     tion provides opportunities  for practice in applying the
     various concepts  which  will  also enable you to assess  your
     progress.
                             Audience

Effective instructional  objectives  must be designed with a particular
audience in mind.   Not  everyone needs to learn  the same things.   Thus,
when the decision  is  made to plan a piece of instruction to teach a
particular behavior,  specific attention must be given to defining the
exact nature and present capabilities of the intended students  or
trainees.

Failure to identify the  precise audience for instruction can lead to a
number of problems.  The instruction might be too easy for the  trainees/
students who eventually  use it because they have already mastered the
intended objectives.  On the other hand, the material might be  too
difficult if it assumes  that the trainees already possess certain compe-
tencies which in fact they do not.   The more precisely you can  specify
the intended audience for the instructor the better.

-------
                                                                            23
Audience Exercise


The audience component in each of the following objectives is not clearly
defined.  Underline the faulty audience component and rewrite a more appro-
priate audience component for the objective.
Example:

By the end of the training they_ will  be able to collect water samples

     Improved audience statement:  ^t^ui^ ^-zL^MsU-zi^fa^  fcu gj^^c^f
                                   (2-±>eSLa^fr-L/  -^''/O,   '      .

1.  By the end of the fourth week  of  instruction, they should be able to
    balance 10 chemical equations  with only two errors.

     Improved audience statement:
2.  Using a hand calculator and T tables, he will be able to perform a test of
    Pearson's correlation on two samples  with 100% accuracy.

     Improved audience statement:  	
3.  By the conclusion of this assignment, workshop participants will be able
    to construct clear, effective instructional  objectives.

     Improved audience statement:  	
4.  Through the slide-tape unit on Engineering Aspects of Water Fluoridation,
    you will  learn to identify and properly apply necessary equipment and
    chemical  procedures.

     Improved audience statement:   	
Check your work against the suggested  answers on the next page.

-------
                                                                             24
Audience Exercise - Suggested Answers


Listed below are possible clarifications  of  the  audience  components  in  the
sample pieces of objectives  given  above.   Check  your  efforts  to clarify the
audience statements against  these  examples.   Do  your  audience statements seem
to be as clear or specific as these?   If  not, why?


1.  ...trainees with basic mathematical skills but  no background in  chemistry...


2.  ...a student who has completed all  of the exercises  in  the Basic Statistics
    Handbook...


3.  ...workshop participants with  no  previous instructional  experience...


4.  ...operators and supervisors of water treatment plants  who need to learn
    how to add fluorides to  a water supply...
If any of your audience statements  seem vague or general  by comparison,
clarify them before going on to the next page.

-------
                                                                       25
                                 II

                              Behavior

 The description of  the  intended  behavior  is  the most  critical  component of
 an instructional  objective.   It  should  clearly define  the  intent  of the
 instruction  in terms of a  specific  capability to be possessed  by  those who
 complete  the instruction.   It describes what someone will  be able to do.

 When learning is  expressed in terms of  observable behaviors, the  instruc-
 tor accepts  the trainee's  performance of  that behavior as  evidence that the
 objective has been  achieved.   Clear behavior statements effectively answer
 such questions as "How  will  I  be able to  judge when the trainees  understand
 the material?" or,  "What evidence will  I  accept as proof that  they have
 learned what I taught?"

 Defining  the intent of  the instruction  in terms of explicit behaviors
 (capabilities, competencies,  or performances) is also  helpful  to  the
 trainee.   Clearly stated objectives enable students to identify what is
 expected  of  them  and when  they have accomplished it.

 Failure to describe the objective using observable behaviors can  result in
 confusion  over the true purpose of the  instruction and evaluation  of its
 achievement.  For example, what does it mean "to know" how to  operate  a
 piece of  equipment?  Does  "to  know" mean  to  describe how it operates,  or to
 actually  operate it, or perhaps even to fix  it when it breaks?  Simply  des-
 cribing an objective in such vague terms  as  "to know" or "to understand"
 does not  clearly communicate the intent of the instruction.  A clear and
 specific statement in the objective of what  someone will be able  to  do
 leaves little doubt about the  capabilities which the learner should  possess.

 Certain verbs are more useful  for clearly defining observable behaviors than
 others.   For example,  while "to understand"  is vague, "to construct" leaves
 little doubt about the intended performance.   Further examples are  listed
 below.
Vague Terms Which Refer to
  Unobservable Behaviors:

to know
to really know
to fully appreciate
to grasp the meaning of
to conceptualize fully
to believe in
to gain an understanding of
to concentrate on
to be mindful of
to understand
    Terms Which Refer to Clearly
      Observable Behaviors:
to write
to recite
to draw
to dictate
to diagram
to list
to name
to perform (a test)
to trouble-shoot
to start up
to analyze
to adjust
to divert
to operate
to repair
to construct
to separate into groups
to compare and decide
to identify (circle and underline)
to measure and record

-------
                                                                        27
Exercise on Behavior Component

Selected fragments of objectives are listed below.  Each fragment contains
a more or less observable description of the intended behavior.  For each
of the items, complete the following activities:

1.  Underline the word or words which describe the intended behavior or
    outcome of the instruction.
2.  Decide whether the underlined word or phrase describes a specific and
    observable, or vague and unobservable performance.  Record your decision
    by checking the appropriate blank on the right.
3.  For each statement you identify as vague and unobservable, create a more
    specific statement, and write it in the space directly below the original
    item.

Example:                                                  Specific    Vague

The trainee will know the fire exits for each work area.
1.  Fully understand the inspection procedure.

2.  Use the model to demonstrate the process of
    lubrication.

3.  Name the chemistry tests required of this plant for
    compliance reports.

4.  Develop a working use of submerged flow rate diagrams,

5.  List four operating  conditions which affect the
    primary sedimentation process.

6.  Identify (label) the sections of a Parshall Flume.

7.  Perceive the differences between the calibration
    procedures for two applicators.

8.  Measure and record the concentration of fluoride in
    a sample of drinking water.

9.  Diagram the parts of one applicator acceptable for
    pest control  for outdoor nursery crops.
Check your answers  on  the next page.

-------
                                                                         28
Answers to Exercise of Behavior Component

                                                          Specific

1.  Fully understand the inspection procedure.              	
         Describe in writing.
2.  Use the model to demonstrate the process of
    lubrication.                                              x
3.  Name the chemistry tests required of this plant for
    compliance reports.                                     	x_


4.  Develop a working use of submerged flow rate diagrams.  	

         Identify components using submerged flow rate diagrams.
5.  List four operating conditions which affect the
    primary sedimentation process.                          	x_


6-  Identify (label) the sections of a Parshall Flume.         x
7.  Perceive the differences between the calibration.
    procedures for two applicators.
         List.
8.  Measure and record the concentration of fluoride in
    a sample of drinking water.


9.  Diagram the parts of one applicator acceptable for
    pest control for outdoor nursery crops.
Were you able to correctly identify the behavioral terms in each of the
examples?  Did you have any difficulty in deciding whether they were specific
or vague?  For those that were vaguely stated, were you able to suggest a more
specific statement?  If you had any difficulties, review the preceding
material and try to resolve the differences between your responses and the
ones suggested above before continuing.
Please go on to the next page.

-------
                                                                        29
                                  III

                              Conditions

A third important component of instructional  objectives is the description
of the conditions under which the desired behavior is to be performed.   That
is, it is one thing to be able to describe the operation of a water treat-
ment facility from memory, and quite another thing to describe its operation
using a model of the facility.  The difference between these two performances
is in the conditions for the performance (from memory with no aids, as  op-
posed to using a model).  The precise nature of the intended conditions can
have a major impact on the interpretation of the intended behavior.  For
example, it is rather unclear what is expected of a student from the state-
ment:

    Construct the Periodic Table of the Elements.  The task is more clearly
clearly expressed as:

    Given a list of chemical symbols and their atomic structure, construct
the Periodic Table of the Elements.   But a rather different performance is
suggested with a change in the stated conditions:

    Without the use of book, notes,  or other outside aids, construct the
Periodic Table of the Elements.

As shown by these examples, a clear description of the conditions of the
behavior's performance answers such  questions as:  "With what materials or
assistance will the behavior be performed?" or, "Under what circumstances
will the performance be evaluated?"   Note that describing the conditions of
performance is quite different from describing conditions of learning.   That
is, neither of the example objectives included a statement like, "Given a
unit of instruction on the Periodic  Table..."  Such a statement would have
described the conditions under which the behavior was learned rather than
the circumstances surrounding its ultimate performance and would not have
clarified the precise nature of the  behavior  itself.   Confusing the condi-
tions for learning with the conditions for performance is a common mistake
that should be avoided in constructing good instructional objectives.
Try the exercise on  condition  statements  on  the  next page.

-------
                                                                        31
First Exercise on Condition Statements


Review the following list of possible condition statements.  Circle those
statements which might be used in an instructional objective to identify
the conditions for the intended behavior's performance.


1.  name the hazards involved


2.  after studying Chapter Three


3.  with the use of a calculator


4.  without the use of the Instruction Manual


5.  raise the heated solution to eye level


6.  in less than 30 minutes


7.  graduate students in chemical engineering


8.  using the computational formula and table of commom logarithms
Go on to the next page.

-------
                                                                        32
Answer to First Exercise on Condition Statements


You should have identified the following phrases  as  condition  statements:


3.  with the use of a calculator


4.  without the use of the Instructor Manual


6.  in less than 30 minutes


8.  using the computational formula and table of  common logarithms


If you missed any of these or chose others, reread the previous  material  to
determine why your response was incorrect.   Ask your instructor  for addition-
al help if necessary.  Then, continue with  the exercise on the next page.

-------
                                                                         33
Second Exercise on  Condition Statements

Write a clear description of the conditions under which the behavior is to
be performed for each  of the following incomplete instructional  objectives.

Example:  First year biology students will  label with 100% accuracy the
          four chambers of the heart, the aorta and the pulmonary artery.

               Conditions:
1.  Wastewater Lift Station Maintenance Mechanic II 's will  diagnose mal-
    functions in pumping station equipment.   Their diagnoses must be correct
    as determined by their supervisors.

         Conditions: __


2.  Sewage Treatment Technology students will describe what happens during
    each of the major stages of biological treatment.
         Conditions:
3.  Students enrolled in the course "Water Supply Studies" will state the
    maximum acceptable nitrate content allowed in drinking water according
    to the Safe Water Drinking Act.

         Conditions:
4.  Weed Control  Farm Advisors will  be able to calculate the standard
    deviation of field sample particulate densities.

         Conditions:
Check your work  against the suggested responses on the next page.

-------
                                                                       34
Suggested Responses to Second Exercise on Condition Statements:
 1.  Given a faulty piece of equipment, its service manual, and the lift
    station tool set.
2.  In no more than five minutes given a list of the stages of biological
    treatment.
3.  Without the use of books, charts, notes, or other aids.


4.  Given the density measures of the samples collected.


Your answers may be different from the ones suggested here.  To be con-
sidered correct, your answers must:

1.  Specify the conditions under which the performance is to be evaluated;
    and
2.  not describe the conditions under which the behavior was learned.
Note:  It is not necessary to list trivial conditions such as "Given a
       pencil, blank paper, a desk, chair, etc."
If any of your condition statements seem vague or general  by comparison,
clarify them before  going on to the next page.

-------
                                                                        35
                                   IV

                        Acceptable Performance

The acceptable performance of an effective instructional  objective is the
degree to which the intended audience performs the desired behavior.   It is
the standard of performance for considering an objective as successfully
completed.

The degree of acceptable performance will  differ according to the type and
importance of the objective of which it is part.  Students learning the
names of the fifty states may not be required to list every state from
memory.  However, a surgeon is expected to perform every step of an opera-
tion without error.
Acceptable Performance Exercise

Write a clear description of the degree of acceptable performance required
for each of the incomplete objectives below:

1.  Given appropriate record sheets Operator I's, while on the job, will
    read and record all meter levels associated with a specific piece of
    equipment.

         Acceptable Performance	
2.  Given a faulty water meter, the maintenance staff member will  diagnose
    the problem and repair the meter.

         Acceptable Performance	
3.  Given a blank discharge monitoring report form, the operations log book,
    and the laboratory record book, the plant superintendent will  be able to
    make the necessary calculations and record the required data on the form.

         Acceptable Performance	
4.  Given a copy of the plant layout,  Operator Trainees will  identify (by
    circling)  the location of pressure gauges to be checked during rounds.

         Acceptable Performance	
5.  Given a description  of a major equipment malfunction, a shift foreman
    will  list the  emergency procedures  to be followed.

         Acceptable  Performance	
Now check your answers  on  the next page.

-------
                                                                         36
 Suggested Answers to Acceptable  Performance  Exercise:
 1.  All  readings will be recorded  at  the  proper place  on  the form and will
    be correct + 2%.
 2.  The  repaired meter will be  in  100% working  order.
3.  The form will be completed within  sixty  minutes  and will  contain no
    errors.
 4.  Without error.
 5.  All procedures will be  included and they will  be listed in sequential
    order.
Your answers may be different from the  ones  suggested  here.  To  be considered
correct, your answers must specify the  degree  or  standard  of performance
which is to be an acceptable evidence that the instructional objective  is
successfully completed.

If any of your performance statements seem vague  or general in comparison
to the suggested answers, clarify them.

Then go on to the next page.

-------
                                                                         37
                                SUMMARY
 Instructional objectives represent  the  instructor's goals  or  desired  out-
 comes  for  the learning experience.  Effective  instructional objectives  can
 be  very  useful  to the instructor for  the selection and  designing  of instruc-
 tion,  learning  materials and tests, for evaluating the  success  of instruction,
 and for  directing the student's efforts.  Students find instructional objec-
 tives  useful to direct their learning and to know exactly  what  performance  is
 required.   It is very important, if the instructor's  desired  outcomes are to
 be  realized, (1) that the objectives  are appropriate  for the  particular
 audience,  (2) the performance which demonstrates the  desired  outcome  be
 specified  in terms of observable behavior,  (3) intended performance condi-
 tions  be clearly communicated, and  (4)  the  degree of  acceptable performance
 be  specified.

 All  components  of the instructional objective  need not  always be  written
 when the instructor is certain there  is no  misunderstanding.  These compo-
 nents  should be viewed only as guides or aids  for the instructor  in his/her
 management of the learning process.   Clear, effective instructional objec-
 tives  offer students not only enhanced  learning but also positive experiences
 since  unclear directions and misunderstandings are minimized.
              FINAL  EXERCISE:   PRACTICE IN WRITING OBJECTIVES


On a separate piece  of  paper, write two instructional  objectives  that properly
illustrate the four  components  of clear objectives.   Write one objective  for a
class on how to complete personal income tax forms and one objective  for  a  basic
typing course.   Your completed  objectives will be reviewed by another workshop
participant for their clarity and format.

-------
                                                                        39
UNIT FOUR:  OBJECTIVES SPECIFICATION
LESSON  3  of  3:  LEVELS OF OBJECTIVES

ASSIGNMENT 4.2  TYPES AND LEVELS OF OBJECTIVES

Estimated time:  Forty-five  minutes
     This is a self-instructional assignment.
     and complete the exercises as directed.
Please read the material
                    TYPES AMD LEVELS OF OBJECTIVES
In Unit Three's introduction to the Task Detailing Sheet, the concepts of
type of behavior and level of cognitive behavior were introduced.  It was
explained that the performance of various steps of a task may require very
different types of behavior (cognitive, affective, or psychomotor), or
represent a particular level of cognitive behavior (knowledge, comprehension,
application, or problem solving).  The particular type and level of behavior
called for in a step's performance must be considered in designing effective
training on that step.  Good instructional objectives are written so as to
clearly indicate the type and level of behavior being taught.

This assignment reviews the key concepts and provides practice in construct-
ing objectives for different types and levels of cognitive behaviors.  (An
emphasis is placed on cognitive objectives since they are the most common
and important learning outcomes for training programs designed to address
skill or knowledge problems.)
Types of Behavior and Instructional  Objectives

Cognitive behaviors involve knowing, understanding,  or applying information
or procedures.   This  workshop is  almost totally concerned with providing
training in the cognitive behaviors  required to plan and conduct instruction.
Excerpts from some of the workshop's objectives addressing cognitive behav-
iors are listed below.

"...participants will  be able to  list the phases of  a systematic approach to
instruction and explain  each briefly..."

"...participants will  be able to  plan and construct  simple written tests..."

"...participants will  be able to  identify appropriate uses of audiotapes..."

-------
                                                                        40
Affective behaviors  involve feelings  and attitudes  towards  something.   They
include expressions  of interest,  the  adoption  of  an attitude  or belief, or
the motivation to do something.   Affective behaviors can  have an important
influence on how a particular job or  task is  performed.   Excerpts  from
several of this workshop's  objectives which address affective behaviors
follow.

"...participants will  express increased interest  in learning  procedures for
planning effective instruction..."

"...participants will  feel  more  at ease speaking  in front of  a group..."


Psychomotor behaviors  involve physical action, the  performances of a  partic-
ular body movement.   Psychomotor behaviors become the focus of training
activities when a particular task requires physical agility,  speed, precision,
or coordination.  (Hhile cognitive or affective behaviors may also be invol-
ved, the primary behavior of interest is a physical action.)

While psychomotor behaviors are  generally not  the focus of  this workshop,
the unit on public speaking skills does contain a few objectives addressing
very specific kinds  of psychomotor behaviors.

"...speakers should  maintain eye contact with  audience..."

"...speakers will vary their volume level and  tone  of voice..."

"...speakers should  not exhibit  any distracting mannerisms..."

Many activities involve all three types of behavior to some degree.  Even  a
simple task like "check the filter" requires  that the employee knows  what  is
to be done (cognitive), chooses  to do it (affective), and physically  removes
and inspects the filter (psychomotor).  However,  in most  training situations
it is readily apparent that one  type  of behavior  is the major concern.  In
this example, the primary emphasis would be on the  cognitive  behavior of
knowing to check the filter (probably as one  step in a larger maintenance
task).

For most of the training programs you will be concerned with, the instruc-
tional objectives will typically address cognitive  behaviors.  Sometimes
they may involve affective  behaviors.  Only rarely  will a psychomotor behav-
ior be the target of instruction.  (Most required psychomotor behaviors, like
the use of a screwdriver, are simply  assumed  to be  a basic  entering competency
for anyone holding a job.)

-------
                                                                        41
Exercise on Identifying Instructional  Objectives  by  Type of Behavior

Read the following objectives and,  for each,  decide  whether the concern is
with cognitive, affective, or psychomotor learning.   Indicate your decision
by labeling each objective by type  of  behavior in the blank on the right.


1)  As a result of this public awareness  campaign, visitors to state parks
    will come to value an unpolluted environment  as  shown by an increased
    effort to keep the park free of debris indicated by an observable
    decrease in litter and increase in the amount of trash in receptables.

                                   Type of behavior?	
2)  Through this program, trainees will  learn to write instructional  objec-
    tives which clearly specify the intended audience and behavior and the
    conditions and nature of the acceptable performance.   The ability to
    construct such objectives for training in work-related tasks will be
    evaluated through peer review of various exercises using the rating form
    provided.
                                   Type of behavior?_
3)  As a result of the redesigned materials, plant mechanic trainees will
    maintain a higher level of interest in the training program as demon"
    strated by decreased absenteeism and increased participation in optional
    activities.

                                   Type of behavior?	
4)  The Basic Level Workshop will  enable environmental  facility operators
    with no previous instructional experience to apply a systematic model for
    planning and delivering instruction.  Achievement of this objective will
    be evaluated in workshop exercises which require participants to design
    and deliver an actual lesson.   The quality of that performance will be
    evaluated using specially designed rating scales.

                                   Type of behavior?	
Check your answers on the next page.

-------
                                                                        42
Answers to Exercise on  Identifying  Instructional  Objectives  by  Type  of
Behavior
1)  Affective behavior


2)  Cognitive behavior


3)  Affective behavior


4)  Cognitive behavior


If you failed to properly identify any of the four objectives,  reread the
preceding material  and reconsider your answer(s).   Talk to your instructor
if you have any particular questions.

-------
                                                                         43
Levels of Cognitive Objectives

As originally explained in Unit Three, there are four levels of cognitive
behavior as follows:

  I)  Knowledge - the ability to state a fact, describe a symbol or repeat
                  a definition.

 II)  Comprehension - the ability to explain or classify procedures or
                      information.

Ill)  Application - the ability to  apply an existing knowledge or compre-
                    hension of something to conduct some procedure or
                    derive information.

 IV)  Problem-Solving - the ability to invent new information or procedures
                        based on past experience.

The four levels are listed in order from the simplest to the most complex
forms of cognitive behaviors.  Each advanced level assumes the possession of
preceding levels of behavior.  Thus, problem-solving activities require that
the relevant facts or procedures are known (Level I), understood (Level II),
and can be properly applied (Level  III)  to the new situation.

When "cognitive behavior" is the focus of instruction, it is important that
the objective specifies the precise level of behavior desired.  The design
of the training activities will vary greatly depending on the level of cog-
nitive performance required.  For example, it is one thing to teach someone
to name the parts of a piece of equipment (Level I), and quite another to
prepare him/her to "trouble-shoot"  problems in the operation of that equip-
ment (Level IV).

One way to insure that an instructional  objective specifies the desired level
of cognitive performance is to carefully consider the verb used to describe
the behavior.  Different verbs naturally refer to different levels of cogni-
tive performance.  The list on the  next page provides some example verbs for
describing each level.  Read the list carefully and notice how the level of
behavior suggested by the verbs changes  from column to column.

-------
                                                                44
              USEFUL VERBS FOR EXPRESSING
COGNITIVE BEHAVIORS IN WRITING INSTRUCTIONAL  OBJECTIVES
Knowledge
draw
duplicate
find
gather data
identify
label
list
match
repeat
recognize
state


Comprehension
classify
categorize
cite evidence
for
compare
contrast
define
describe

differentiate
discriminate
distinguish
between
explain
give examples
Application
analyze
calculate
compute
conduct a
test
construct
estimate
install

interpret
manipulate
apparatus
measure
organize data
plot a graph
Problem-Solving
create
develop
devise a method
discuss critically
evaluate
formulate hypotheses
generalize from data
infer
integrate
invent a new solution
manipulate ideas
plan
predict
          of
        illustrate
prepare
produce
prove
reformulate
relate
specify limi-
  tations and
  assumptions
propose reasons and
  defend them
reorganize
solve a problem
synthesize

-------
                                                                         45
 Exercise  on  Identifying  Levels  of  Cognitive  Behaviors

 Read the  following  objectives and,  for each,  decide whether  the  specified
 cognitive behavior  is  at the knowledge, comprehension,  application,  or
 problem-solving  level.   Indicate your  decision  by  labeling each  objective
 by level  of  cognitive  behavior  in  the  blank  on  the right.  (You  may  want to
 refer to  the verb list on  the preceding page  if you have any difficulty
 deciding  on  the  level.)

 1)  The activities  of  this  lesson will  enable participants to  identify
     various  important  variables in  the physical and interpersonal  environ-
     ment  of  the  classroom.  . .

                           Level of  cognitive  behavior?	
 2)   By  the  conclusion of this lesson, participants will be able to  define
     all of  the principles for designing good instructional graphics when
     given the names of those principles in a brief exercise.

                          Level of cognitive behavior?	
 3)  Working with the task analysis and objectives developed as parts of
    previous units, participants  will  learn  to plan an evaluation and
    offer explanations for their decisions.

                          Level of cognitive behavior?	
4)  By the conclusion of this lesson, participants will be able to define
    the concepts of "job," "task," and "task analysis" from memory.  .  .

                          Level of cognitive behavior?	
Check your answers  against  those on the next page.

-------
                                                                         46
Answers to Exercise on Identifying Levels of Cognitive Behaviors


1)  Knowledge


2)  Comprehension


3)  Problem-Solving


4)  Comprehension


If your answers do not agree with these, reread the previous section and
check to see that you understand the concepts involved.  You may wish to
discuss this material with your instructor.

-------
                                                                       47
Exercise on Writing Instructional Objective for Different Levels of
Cognitive Behavior


Using specific tasks from your own job, write two complete instructional
objectives for each level of cognitive behavior.   (It may be useful to
refer to the list of verbs again.)

You will hand this exercise in to your instructor for his/her review.
Your instructional objectives will be evaluated on the extent to which
they contain clear descriptions of the audience,  behavior, conditions,
and degree.  Use additional paper if necessary.

Tasks for which objectives are to be written.
Knowledge
Comprehension
Application
Problem-
Solving
1.
2.
3.
4.
5.
6.
7.
8.
Knowledge Level Objectives:
1)
2)
Comprehension Level  Objectives:
3)
4)

-------
                                                                      48
Application Level  Objectives:
5)
6)
Problem-Solving Level  Objectives:
7)
8)
Optional Exercise

If there is time remaining, you may wish to try writing affective and
psychomotor objectives on some subject or area familiar to you.  These
objectives should contain the same four components of any good instruc-
tional objective.  Hand your objectives in to the instructor for his/her
review.

-------
                                                                      49
                       LESSON PLANNING FORM

Job Title_	Task_
                                            Step_
Type and Level  of Behavior	
(as appropriate)

1)  Instructional Objective:
      Audience    	.	
      Behavior        	
      Conditions
      Acceptable _
      Performance'
2)  Entering Competencies:
3)  Evaluation Activities:
4)  Instructional Methods:  Using the Instructional Methods Selection
    Table for guidance, choose the method or methods most suitable for
    reaching the objective and describe how it will be used.

    METHOD (S)	
5)  Instructional Media.  Use the Media Selection Table to guide your
    choice of media for use in instruction.  List all that apply.
    Appropriate Category of Media    Specific Medium & Title Available
6)  Sequence Of Instructional Activities.  Outline the specific activities
    which comprise the instructional approach.
    2.
    3.

-------
                                                                       51
                  BASIC  INSTRUCTIONAL TECHNOLOGY

           PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT FIVE
EVALUATION TECHNIQUES

Estimated time for unit -  Four hours
The CONTENT of this unit:

        This unit provides a basic introduction to the techniques of
        evaluation.  Included are sections on the nature of evaluation
        activities and the use and design of written tests, check lists
        and rating scales.  Opportunities for practice application of
        evaluation skills is also provided.
The OBJECTIVES of this unit:

        By the conclusion of this unit you will be able to:

        -define and describe the uses for evaluation.
        -describe the nature and appropriate uses of various forms of
         written tests.
        -construct and correct multiple-choice items and short answer
         test items.
        -describe the nature and application of various techniques for
         job performance evaluation.
        -construct, revise, and apply check lists and rating scales.


The PURPOSE of this unit:

        Evaluation is a necessary component of any instructional activity.
        It can be used to motivate students, reinforce the desired out-
        comes, and provide the instructor with feedback on the progress
        of the workshop.   Evaluation skills are also essential for the
        assessment of on-the-job performance and the identification of
        employee training needs.


The RESOURCES for this unit:

        1.   Content Summary
        2.   Example Check List
        3.   Example Rating Scale
        4.   Assignment 5.1 Constructing Multiple-Choice Items
        5.   Assignment 5.2 Constructing Short-Answer Items
        6.   Assignment 5.3 Constructing Check Lists and Rating Scales

-------
                                                                       52
UNIT FIVE:   EVALUATION TECHNIQUES
CONTENT SUMMARY
                        Evaluation Defined

Evaluation can be defined as a systematic process for gathering informa-
tion for decision-making.

Evaluation involves both the description of something and the judgment
of its worth in a certain context.  More specifically, judgment involves
comparison of the thing being evaluated against similar things, or
standards of quality.
Training-Related Uses of Evaluation

-To determine existing capabilities of employees
-To provide feedback to trainees
-To provide practice of a new skill
-To certify employee competencies
Evaluation Activities Differ Depending On:

-Who needs to know something?
-Hhat is it they want to know?
-Why do they want to know it?
-When do they want to know it?
-How certain do they have to be about the results?
                           Written Tests

Written tests are most useful  for measuring cognitive behaviors,

                   Considerations in Test Design

Step One:  Define the intended role and function of test.

           -Who?
           -What?
           -Why?
           -When?
           -How certain?

Step Two:  Define the type of behavior to be evaluated.

           -Cognitive
           -Affective
           -Psychomotor

Step Three:  Planning the content of the test.

-------
                                                                       53
                        Types of Test Items

1.  Short answer and multiple-choice are generally the most efficient
    and objective test-item formats.
2.  Essay items are difficult to guide objectively.
3.  True-false items have some limited use but are not that good a test
    of student performance.
4.  Matching items are a specialized form of multiple-choice items.


              Rules for Writing Objective Test Items

Test items should:

        1)  Be clear
        2)  Be uncluttered
        3)  Be functional
        4)  Be at the proper level  of difficulty
        5)  Call on the desired behavior
        6)  Thoroughly sample that  behavior
        7)  Provide a positive test of that behavior
        8)  Have clearly correct answers
        9)  Not "give away" the answer
       10)  Not "give away" answers to other items

Check Lists and Rating Scales


Rating scales and check lists are useful means of evaluating observable
behaviors and, specifically, the on-the-job performance of employees.   A
check list consists of a list of skills or tasks which the student is
expected to demonstrate in the satisfactory performance of a job.   A
rating scale also is based on a list of skills or tasks to be demonstrated
by the student or employee, but additional information is  added so that
the evaluator can judge the relative quality of the observed performance.


    General Rules for Constructing  Check Lists and Rating  Scales

        -Define the behavior to be  observed.
        -Determine standard for judgment of "good" performance.
        -If you are concerned with  the presence or absence of a behavior,
         use a check list.
        -If you are concerned with  rating or grading  the quality of a
         behavior, use a rating scale.

Design check list and rating scale  item to be simple  and explicit.

-------
EXAMPLE CHECK LIST:  FOCUSING THE MICROSCOPE

 Directions: Check each item only if performed properly. Check final square when
          each step has been performed properly and in correct sequence.
1.  Snap low power objective into place
2.  Adjust mirror
3.  Assume starting point for focus
4.  Place slide on stage
5.  Adjust course adjustment screw to focus
6.  Change to high power
7.  Identify image on slide
8.  Correct  sequence
                                                       tn

-------
EXAMPLE RATING SCALE:   WORKMANSHIP
          Directions: Place an X  on the line at the point which
                  best describes this person on each dimension.
                  You may check anywhere along the line.
   1)  Quality of Work
         Sloppy
Average
Excellent
    2) Care of Tools
        Careless and
        Disrespectful
Average
Excellent
                              en
                              en

-------
                                                                       57
UNIT FIVE:  EVALUATION TECHNIQUES
LESSON 2 of 3:  CONSTRUCTING WRITTEN TESTS

ASSIGNMENT 5.1  CONSTRUCTING MULTIPLE-CHOICE ITEMS

Estimated time:  Twenty-five minutes
     This assignment is designed to provide you with a review of
     the basic techniques for constructing the most useful of
     the selection-type test items for criterion-referenced tests.
     The introductory reading reviews the characteristics of
     multiple-choice items and the principles for their construction.
     An accompanying exercise provides practice in constructing this
     type of item.
     OBJECTIVE:
     EVALUATION:
     DIRECTIONS:
By the conclusion of this assignment, you will
able to construct multiple-choice items.
be
 Your performance on the exercise may be reviewed
 in class at the end of this assignment.

 1. Complete the reading entitled "Introduction
 to Multiple-Choice Items".   This should take
 approximately 10 minutes.

 2. Complete one or the other of the two versions
 of "Exercise in Constructing Multiple-Choice
 Items".  One version of the exercise has been
 designed for those familiar with wastewater
 treatment facility operators.   The other version
 of the assignment has been  designed for drinking
 water specialists.  Either  version of the
 exercise should require about 15 minutes to
 complete.

 3. Be prepared to participate in a brief dis-
 cussion or review of your responses to the
 exercise.
                Introduction to Multiple-Choice Items
        While there are many kinds of test items (true/false, short-answer,
matching, completion),  the multiple-choice item is considered the most
versatile type of item.  It can be used to test a wide variety of behaviors
and provides an objective, easily-scored testing format.

        The multiple-choice item consists of two major parts:  (1) the stem
(also called lead, premise, problem,  question); and (2) the alternatives
(answers, distractors,  foils or decoys).

-------
                                                                        58
        The basic usefulness of the multiple-choice test is that it can
answer questions relating to:
        1.  Definition
               Example item:  What means the same as 	?
        2.  Purpose
               Example item:  What is the reason for	?
        3.  Cause
               Example item:  Under which conditions is this true?
        4.  Effect
               Example item:  If this is done, what will happen?
        5.  Association
               Example item:  What occurs in connection with 	?
        6.  Identification of error
               Example item:  What principle is violated?
        7.  Difference
               Example item:  What is the difference between 	?
        8.  Arrangement
               Example item:  Which is the first step in 	?
        9.  Common principle
               Example item:  Which one of the following is not related
                              to	?
       10.  Controversial  subjects
               Example item:  The x pump is better because  	?
        The multiple-choice test item has various  advantages  and limita-
tions when compared with other teacher-made tests.
        Advantages:   1.  It can be constructed to measure mental  abili-
                          ties from simple recognition to some aspects of
                          critical  thinking (dependent upon skill  of test
                          construction).
                      2.  It presents less possibility of guessing the
                          correct answer than other selection-type items.
                      3.  It has less vagueness and ambiguity than short-
                          answer or supply-type items.

-------
                                                                       59
                      4.  It is practically free from response sets;
                          therefore, students do not have the oppor-
                          tunity to favor a particular alternative when
                          they don't know the answers.

                      5.  It is useful as a diagnostic technique.
        Limitations:  1.  It is only a substitute for more direct means
                          of measurement; only an indicator of the ability
                          of the student to perform in an actual  situation.

                      2.  It is not designed to measure all types of
                          behavior.   (Multiple choice items are sometimes
                          inappropriate for measuring problem-solving
                          behaviors.)

                      3.  It is difficult to construct.  The test-maker
                          must be skilled in writing items that will
                          measure the student's ability to interpret, dis-
                          criminate, select and evaluate rather than the
                          ability to memorize.
        The following principles of test construction,  if followed by the
test-maker, will  ensure fair, good test items:

        1.   Write test items which will measure specific, significant
            learning outcomes.

        2.   Use either a direct question or an  incomplete statement as
            the item stem,  whichever seems  more appropriate  to the
            presentation of the item.

        3.   Write items in  clear and simple language, with vocabulary
            kept  as  simple  as possible and  at the  level  appropriate for
            the students.

        4.   Base  each item  on a single, central problem.

        5.   State the central problem of the item  clearly and  completely
            in the stem.

        6.   In general, include in the stem any words that must otherwise
            be repeated in  each response.

        7.   Avoid negative  statements.

        8.   Avoid excessive use of non-relevant material.

        9.   Place the choices at the end of the incomplete statement.

       10.   Make  the responses  grammatically consistent  with the stem and
            parallel with one another.

-------
                                                               60
11.   Make all responses plausible and attractive to pupils who lack
     the information and ability tested by the item.

12.   Make the responses independent and mutually exclusive.

13.   Use the "none-of-these" option with caution.

14.   Write distractors  (incorrect alternatives)  which do not
     contain clues revealing the correct answer.

15.   Decide before writing if the correct or best answer is required,
     then be sure that  there is only one correct answer if that is
     what is required or that all the answers have some elements of
     correctness with one best answer (based upon evidence).

16.   Compose clear and  definite directions for "taking" the test.

-------
                                                                         61
            Exercise in Constructing Multiple Choice Items
            (For Wastewater Treatment Facility Operators)
      Directions:  Complete the following activities which are designed
      to provide you with practice in constructing multiple choice
      items.  You have 15 minutes to complete this exercise.
 I.  Write appropriate stems for each of the following sets of alternatives.

     A.  (stem:)
         1.  The oxygen required to sustain aerobic biological oxidation
             in sewage or waste.

         2.  The amount of dissolved oxygen required to support life in
             a stream.

         3.  The required oxygen level  to oxidize toxic metals.

         4.  The concentration of oxygen required to ensure aerobic
             biological oxidation of sewage or waste.
     B.  (stem:)


         1.   pH of 1

         2.   pH of 5

         3.   pH of 7

         4.   pH of 9

         5.   pH of 14


II.   Write three or more alternatives  for each  of the  following  stems.

     A.  Parshall  Flume is  used to

         1.

         2.

         3.

-------
                                                                          62
      B.  When computing gas production for the anaerobic digestion system,
          what is the rate of volatile solids destroyed per cubic foot of
          gas?
          1.
          2.
          3.
      C.   What causes the change in pH values  in  the  anaerobic digestion
          system?
          1.
          2.
          3.
III.   Write two multiple choice test items  on a  subject familiar to you.
      A.
          1.
          2.
          3.

      B.
          1.
          2.
          3.

-------
                                                                         63
             Exercise in Constructing Multiple Choice Items
                   (For Drinking Water Specialists)
      Directions:  Complete the following activities which are designed
      to provide you with practice in constructing multiple choice
      items.  You have 15 minutes to complete this exercise.
 I.  Write appropriate stems for each of the following sets of alternatives,

     A.  (stem:)



         1.   Distilling over the interferences and leaving the F~ behind.

         2.   Distilling over the F" and leaving the interferences behind.

         3.   Forming a color with the interferences.


     B.  (stem:)



         1.   Became effective in December of 1977.

         2.   Became effective in December of 1975.

         3.   Became effective in June of 1977.


II.  Write three or more alternatives for each  of the  following  stems.

     A.  Nitrate can be determined by

         1.

         2.

         3.


     B.  Samples containing  metals  are  preserved  by adding

         1.

         2.

         3.

-------
                                                                          64
      C.   The reason for the MCL on turbidity is because
          1.
          2.
          3.

III.   Write two multiple choice test items on a subject familiar to you.
      A.
          1.
          2.
          3.

      B.
          1.
          2.
          3.

-------
                                                                      65
UNIT FIVE:  EVALUATION  TECHNIQUES
LESSON 2 of 3:   CONSTRUCTING WRITTEN TESTS

ASSIGNMENT 5.2   CONSTRUCTING SHORT ANSWER ITEMS

Estimated time: Twenty minutes
     This assignment is designed to provide you with a review of the
     basic techniques for constructing the most useful of the supply-
     type test items for criterion-referenced tests.  The intro-
     ductory reading reviews the characteristics of short answer
     items and principles for their construction.   An accompanying
     exercise provides practice in constructing these items.

     OBJECTIVE:   By the conclusion'of this assignment, you will be
                  able to construct short answer items.

     EVALUATION:   Your performance on the exercise may be reviewed
                  in class at the end of this assignment.

     DIRECTIONS:   1.  Complete the reading entitled "Introduction
                  to Short Answer Items".   This should take no more
                  than 5 minutes to complete.

                  2.  Complete the "Exercise in Constructing  Multi-
                  ple Choice Items".   This should require about 15
                  minutes to complete.

                  3.  Be prepared to participate in a brief dis-
                  cussion or review of your responses to the
                  exercise.
                Introduction to Short Answer Items
       The short answer test item asks  the student to recall  information
in his own words.   It is important to remember,  however, that the judgment
of acceptable answers should not be influenced by the student's writing
skill.  Items should be designed so that the acceptable answer can be as
brief as possible; a word, phrase, symbol, number, etc.  In some cases,
the student may have to write a sentence or two  as a response.

       Compared to multiple choice items, short  answer items  are easy for
the instructor to write, but rather more difficult to "correct".  They are
suitable for testing a wide range of learning outcomes.  Some examples of
short answer items are listed below.
       1.   What is the pH of pure water?
1.

-------
                                                                      66

       2.   If acid is present, litmus paper turns     2.  	

       3.   In the equation 5x + 5 = 15, what is
           the value of x?                            3.
       4.  State two tests for the presence of
           acid.                                      4.
Suggestions for writing and correcting short-answer items:

       1.  Avoid the loose, ambiguous item that does not tie down the
           answer to one or two specific words or phrases.

       2.  Do not require more than one or two completions  to be made in
           any one item.

       3.  For "filling the blank" type items, place the blank near the
           end of the statement.

       4.  Avoid cues to the correct answer.

       5.  In computation problems, specify the degree of accuracy
           expected.

       6.  Make the directions and each question explicit.

       7.  Allow sufficient space for student answers in a  column to the
           right of the questions.

       8.  Write a scoring key in advance and include all possible accept-
           able answers for each item.

       9.  Use a variety of short answer formats.  Avoid extensive use of
           "fill in the blanks" as these often do not test for higher-
           order learning outcomes.

-------
                                                                        67

             Exercise in Constructing Short-Answer Iterns
      Pi rections:   Complete the following activities which are designed
      to provide you with practice in constructing short-answer items.
      You have 15 minutes to complete this exercise.
  I.  Convert the following items from multiple choice to short-answer for-
     mats.  Write your new item in the space provided.

     A.  If the temperature is allowed to go beyond 180° C

         1.  the fluoride is not distilled.

         2.  the iron carries over.

         3.  sulfate is carried over.


     A.  (Short-answer version)
     B.  Which of the following steps must be performed in order to
         express the value of "total" barium?

         1.   filtration

         2.   weighing

         3.   solubilization or digestion


     B.  (Short-answer version)
II.   Write five short-answer items in the space below.  No more than four
     of these items should be simple "fill-in-the-blank" items.  After
     each item, list all  possible correct answers (for use in correcting

-------
                                                                    68

responses to the items).  Base the items on a subject familiar to you
or use material from a subject in this workshop (such as the material
on writing objectives).

1.
Possible correct answers:
2.
Possible correct answers:
3.
Possible correct answers:
4.
Possible correct answers:
5.
Possible correct answers:

-------
                                                                       69
UNIT FIVE:  EVALUATION TECHNIQUES
LESSON 3 of 3:  CHECK LISTS AND RATING SCALES

ASSIGNMENT:  5.3:  CONSTRUCTING CHECK LISTS AND RATING SCALES

Estimated time:  Ten minutes
     This assignment is designed to provide some practical  experi-
     ence in constructing check lists and rating scales.   You have
     ten minutes to complete the following exercises after which
     you will exchange your work with another participant for
     review.

     OBJECTIVE:   By the conclusion of this assignment you will  be
                 able to construct check lists and rating scales.

     EVALUATION:  Your performance on the exercise will  be reviewed
                  by another participant.

     DIRECTIONS:  1.  Complete the following two activities using
                  your notes from the lecture on rating  scales  and
                  check lists.  You have approximately ten  minutes
                  to complete these activities.

                  2.  Exchange your work with that of another par-
                  ticipant in the workshop.  Review his/her items
                  for clarity and completeness.   Discuss  problem
                  areas with the participant.

                  3.  Check with the instructor  regarding any
                  problems or questions  that arise.
1.   Develop two items  for a check list that  could be  used to evaluate
    good driving habits.

-------
                                                                       70
2.  Develop two items for a rating scale that could be used to evaluate
    good driving habits.

-------
                                                                      71
                  BASIC INSTRUCTIONAL TECHNOLOGY

           PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT SIX
INSTRUCTIONAL METHODS AND MEDIA

Estimated time for unit - Three hours
The CONTENT of this unit:

        This unit introduces two activities necessary to design instruc-
        tion:  selection of instructional  methods and media.   The Lesson
        Planning Form, the Instructional  Methods Selection Table, and the
        Media Selection Table are used to select sequences of instruc-
        tional methods and media that are appropriate for the type and
        level of behavior specified in the objective.  The unit concludes
        with an application exercise.
The OBJECTIVE of this unit:

        In this unit you will learn to select instructional  methods using
        the Lesson Planning Form and Instructional Methods Selection Table.
        You will then learn how to select appropriate media using the
        Media Selection Table.
The PURPOSE of this unit:

        Effective instruction requires more than just specifying objectives
        and listing content topics.  A useful  instructional  presentation
        includes instructional methods and media that have been selected
        to be consistent with the level of behavior specified by objectives,


The RESOURCES for this unit:

        1. Content Summary
        2. Instructional Methods Selection Table
        3. Media Selection Table
        4. Assignment 6.1  Selecting Instructional  Methods and Media

-------
                                                                     72
 UNIT  SIX:   INSTRUCTIONAL METHODS AND MEDIA
 CONTENT SUMMARY
                      Development Decisions

 Designing and developing instruction involves a series  of decisions
 which  are reflected on the Instructional Package Worksheet.

     -identifying and analyzing a problem
     -analyzing jobs and tasks
     -specifying instructional objectives
     -selecting evaluation strategies
     -selecting instructional methods
     -determining appropriate media
     -identifying available media
     -specifying final instructional approach
                      Four Types of Methods
I.   The Lecture (Method #1)

    A.   Definition -  uninterrupted speech by which one presents
        information to others

    B.   Characteristics of a Good Lecture

        1.   The lecturer has good public speaking skills

        2.   The presentation is

            a.   brief - usually  no more than 15-20 minutes of uninter-
                rupted speech; a lecture should not strain normal
                attention span

            b.   organized

                  i)  the introduction
                     (a) establishes  rapport between lecturer and
                         learners
                     (b) defines the  purpose of the lecture, gains
                         learners'  attention, and motivates them to
                         remain  attentive
                     (c) outlines the  major points of the lecture
                     (d) defines the  objectives of the lecture

                 i i)  the body
                     (a) uses a  simple-to-complex structure for
                         presenting the content
                     (b) aims toward  specific objectives
                     (c) provides opportunities for questioning
                     (d) allows  for practice of knowledge

-------
                                                                  73
            iii) the conclusion
                 (a) reviews and summarizes main points
                 (b) opens opportunity for student responses
                 (c) provides directions to the next activity
        c.  accompanied by media (when appropriate)
              i) highlighting - visual accompaniments such as
                 outlines, graphics, pictures - reinforce content
                 during the lecture
             ii) student handouts - "take-homes" such as outlines,
                 procedural guidelines, etc. - serve as a personal
                 employee manual for on-the-job use
C.  Advantages
    1.  Presents large amounts  of information from many or from
        hard-to-get sources in  short amount of time
    2.  Gives instructor control  over the  kind of information  and
        organization presented
    3.  Provides the most efficient way to introduce  and to
        summarize a learning experience
D.  Disadvantages
    1.  Over-stresses acquisition of facts
    2.  Can make learners into  passive, dependent receivers of
        information
    3.  Is instructor-paced
    4.  Is often too long
    5.  Is often over-used or misused
    6.  Is not for teaching "how to" (procedures)
    7.  Depends  for success on  instructor's  public-speaking
        abi1i ty

-------
                                                                      74
II.   Demonstration  (Method  #2)
     A.   Definition -  showing,  as  opposed  to  telling,  how  to  do
         something  by  manipulating appropriate materials and
         equipment
     B.   Characteristics of a Good Demonstration
         1.  The  instructor  prepares  site and  materials
            a. on-location  or simulated site  is chosen  and prepared  for
              maximum effectiveness and visibility to all learners
            b. materials and equipment obtained and tested by working
              through demonstration
            c. setup allows  everyone to see demonstration
            d. media/handouts prepared to  complement demonstration -
              i.e., steps  outlined, decision points and criteria
              defined, "success"  described in terms of predefined
              criteria
         2.  The  instructor  prepares  for the students
            a. necessary orientation information  developed
            b. mini-lectures for introducing  and  summarizing  the
              procedure prepared
            c. frequent opportunities provided to ask  questions
            d. frequent checks  to  ensure student  understanding
            e. opportunities to practice the  procedure
     C.   Advantages
         1.  Gives on-the-job experience
         2.  Allows  learners  to  develop and practice skills under
            supervision
     D.   Disadvantages
         1.  Not  useful  alone; must be prepared for and summarized through
            lecture or reading
         2.  Large groups of learners require  much time  for practice  in
            order to be effective
         3.  Useful  only for fixed-step procedures, not for creative
            problem solving
         4.  Requires equipment, materials, often  site  visits

-------
                                                                     75
III.   Guided Discussion  (Method  #3)

      A.   Definition  - a sharing of  ideas  and opinions  in order  to
          arrive  at a mutually acceptable  decision  or solution to a
          problem

      B.   Characteristics of  a Good  Discussion

          1.  Not  a bull  session  -  topics and objectives must be  carefully
             prepared and purpose  explicitly defined so that group will
             know when discussion  should end

          2.  Groups should be small  enough to allow everyone to  partici-
             pate and large enough to  avoid polarization or domination
             by a few

          3.  Discussion  leader

             a. initiates discussion by stating topics, objectives,
               guidelines (rules  for  participating, parameters  of
               discussion)

             b. coordinates discussion by  summarizing ideas and
               establishing  relationships  among  ideas

             c. orients  discussion by  pulling discussion back to topic;
               avoids playing expert  and  giving  lectures

             d. encourages participation by warmth, non-critical analysis
               of contributions,  questioning silent members in  non-
               threatening way

             e. harmonizes the group by dealing with personal confron-
               tations  and disagreements  and arbitrating as necessary

             f. gate-keeps by preventing anyone from dominating  the
               group

          4.  Participants

             a. participate - purpose  is to share ideas in order to
               develop  solution to  problem

             b. remain non-critical  and objective - avoid personal
               attacks  and emotional  analyses like "that's stupid"

             c. stick to the  topic

             d. avoid private discussions  and share ideas with whole
               group

-------
                                                                    76
           e.  direct comments  and  questions  to  group  rather  than  to
              leader

           f.  accept leader as arbitrator of group

        5.  Physical  environment is arranged  to  facilitate  discussion
           by ensuring eye  contact among  all participants

    C.  Advantages

        1.  Allows all  members  of group  opportunity  to share  ideas

        2.  Provides  for mutual solving  of a  problem and practice  in
           ways of solving  problems

    D.  Disadvantages

        1.  Can be dominated by an  individual or faction

        2.  Can degenerate into an  exchange of abuse

        3.  Can bog down in  extended, uncomfortable  silence or
           irrelevancies

        4.  Can be a front for  leader-provided lectures

        5.  Can be misused (not suitable for communicating  factual
           information or teaching procedures)


IV.   Adaptive  Instruction (Method  #4)

     A.   Definition  -  to adapt instruction to individual needs, goals,
         learning materials  and/or instructional  methods and techniques  are
         especially  chosen  to  suit a particular student or group  of
         students

         Types of Adaptive  Instruction  -  individualized learning  packages,
         assignments,  tutorials

     B.   Characteristics of Good Adaptive Instruction

         1.  Characteristics  of effective  individualized learning
            packages

            a. provides all  the information  and materials  learner needs
               to know on his/her  own

            b. provides for practice and  feedback

            c. is structured properly (orienting overview, body with
               logical learning steps,  summarizing  review)

            d. meets individual needs of  learners

-------
                                                                 77
    2. Characteristics of effective assignments
       a. application oriented - allows students to apply know-
          ledge and skills in new or unfamiliar contexts
       b. allows for choice - provides options so that the students
          can choose among alternative assignments, contexts, or
          subjects
       c. builds skills in specific steps from simplest to most
          complex
       d. provides feedback reinforcement
    3. Characteristics of effective tutorials
       a. is a one-to-one session between tutor and learner (tutor
          need not be the instructor)
       b. has problem-solving orientation using stages of diagnosis
          and remedy
       c. builds skills in specific steps
       d. tutor guides learner to discover answers - does not
          lecture at learner
       e. session is problem-specific and ends when solution is
          discovered
C.  Advantages
    1. Responsive to individual  needs
    2. Allows for learner pacing and repetition as desired
    3. Individualized learning packages can be given out  when  it
       is difficult to organize a class or too few students  or no
       instructor available
    4. Tutorials can be used to help several  learners with diffi-
       cult problems in a short space of time
D.  Disadvantages
    1. Instructor-made individualized learning packages are
       expensive to prepare
    2. Not suitable for complex or complicated subject matter
    3. Not useful for teaching procedures that require equipment
       or complicated materials
    4. Does not allow for exchange of ideas and opinions  -
       basically a lonely method of learning

-------
                                          INSTRUCTIONAL METHODS SELECTION TABLE
     ^Instructional
           Method
Types of
Behavior
       LECTURE
      DEMONSTRATION
   GUIDED DISCUSSION
  ADAPTIVE INSTRUCTION'
  COGNITIVE,
  Knowledge
  COGNITIVE,
  Comprehension
  COGNITIVE,
  Application
  COGNITIVE,
  Problem-
   Solving
  PSYCHOMOTOR
 AFFECTIVE
   Appropriate for
    teaching facts
                       Appropriate
   Appropriate for
initial  presentation
      of rules
     Generally
     not useful
 Useful  only  in
   support  of  a
 demonstration
Usually not effective
for motivating trainees
or changing attitudes
about something
       Generally
       not useful
                         Useful as a supportive
                          method to reinforce
                             concept-using
Most appropriate method
for teaching rule-using
      Useful  for
   problem-solving
     Instruction
   Live  or  simulated
  demonstrations  are
  the  most  effective
  method for teaching
    motor  skills
   Modelling  and
  simulations  are
   useful  for
 forming  attitudes
       Generally
       not  useful
                                Generally
                                not useful
      Generally
      not useful
  Useful and appro-
 priate for developing
   problem-solving
       skills
      Generally
      not useful
  Group activities
such as role-playing
  are often useful
    for attitude
    formation
Useful and appropriate
for conveying factual
    Information
                              Appropriate
  Appropriate for
Initial presentation
      of rules
Exercises are useful
    for teaching
   problem-solving
   Useful only
in support of a
 demonstration
   Generally
   not useful
                                                                                                                      00
                                                4.T- j,'..,-
                                                                                             : Tiitnria"K

-------
                                                  MEDIA SELECTION TABLE
Types of Behavior

 COGNITIVE


  Knowledge

  Comprehension

  Application

  Problem-Solving



 PSYCHOMOTOR
 AFFECTIVE
      OBJECTS
           Categories of Media

  STILL PICTURES       MOVING PICTURES
                        AUDIO MEDIA
                                                                                                        WRITTEN MATERIALS
Especially useful
 with demonstra-
 tions.
Can be used to teach
 -recognition and
  discrimination
 -rules, principles
  or sequential
  steps  .
Useful for teaching
 and trainee prac-
 tice of perfor-
 mance in manipu-
 lating tools and
 equipment.
Especially appro-
 priate for on-the-
 job training.
People can be used
 to demonstrate
 physical actions.
Limited application.
May be useful if the
 object is the
 focus of the
 desired attitude
 formation.
Very useful for all
 levels of cogni-
 tive instruction.
Can highlight stress
 concepts by dis-
 playing words,
 lists of steps,
 pictures and pic-
 torial segments.
Can provide visual
 cues.
Little application.
Can portray static
 positions of
 moving persons or
 objects.
Limited application.
Slides in combina-
 tion with audio
 materials may
 influence attitude
 formation.
Useful  for showing
 content not other-
 wise easily
 brought into the
 training situa-
 tion.
Usually too costly
 for presenting
 still  visuals
 and/or narrative
 audio.
Very useful.
Can be used to:
 -model skills
  requiring motion
 -slow motion for
  close examination
 -provide visual
  feedback of stu-
  dent performance
 -demonstrate pro-
  cesses which take
  place over an
  extended time
  period.	
Excellent for influ-
 encing attitudes.
Special effects and
 other visual tech-
 niques are espec-
 ially useful for
 presenting affective
 material.
May have their
 greatest use when
 in conjunction
 with printed
 matter or pro-
 jected visuals.
Useful if sounds
 of machines,
 alarms, etc. must
 be learned.
Inexpensive.
Recorded audio
 materials gener-
 ally useful in
 training only when
 demonstrating
 speech or hearing-
 related skills.
Excellent media for
 all levels of
 cognitive instruc-
 tion.
Relatively inex-
 pensive, printed
 materials allow
 for self-pacing.
Can be used effec-
 tively with sti11
 pictures and
 audio materials.
Limited application
Possibly useful for
 establishing moods
 or attitudes with
 background music,
 special sounds, or
 unique narration.
May be used with
 slides to influence
 attitude formation.
                    i
Limited application,
 since motion is
 difficult to re-
 present.
One important use
 is procedure
 guides or check-
 lists for ski 1 Is
 performance.
Very  little  applica-
  tion  for  training
  materials.

-------
                                                                 81
UNIT SIX:  INSTRUCTIONAL DESIGN
LESSON 4 of 4:  EXERCISE IN SELECTING METHODS AND MEDIA

ASSIGNMENT 6.1:  SELECTING INSTRUCTIONAL METHODS AND MEDIA

Estimated time:  Sixty  minutes
   This assignment is designed to give you practice in selecting
   instructional methods and media and planning a lesson.  You will
   use the Instructional Methods Selection Table, the Media Selec-
   tion Table and the Lesson Planning Form to design a lesson on a step
   of the suspended solids test.    A Problem Scenario and completed
   Task Detailing Sheet are included as resources.   Your task is to
   select, from the Task Detailing Sheet, one step that needs to be
   taught (see column D on the Task Detailing Sheet), and to complete
   a Lesson Planning Form for a lesson on that step.  You will spe-
   cify the instructional objective, entering competencies, and
   evaluation activity, and use the tables provided to choose the
   most appropriate method and media for use in instruction.  You
   will have approximately 45 minutes in which to work.  The remaining
   15 minutes will be spent in a discussion of any problems or con-
   cerns involved in using the Selection Tables and completing the
   Lesson Planning Form.

   Objective:  By the conclusion of this assignment, you will be
               able to plan a lesson, using the Instructional Methods
               Selection Table, the Media Selection Table and Lesson
               Planning Form.

   Evaluation: Participant review and discussion of completed Lesson
               Plans will serve as the evaluation activity for this
               assignment.

   Directions: 1. Complete the Exercise described on the following
               pages.  Use the Task Detailing Sheet and Lesson Planning
               Form provided.  This task should take approximately 45
               minutes.
               2. Discuss the completed Forms with fellow participants.
               This task should take approximately 15 minutes.

-------
                                                                       82
ASSIGNMENT 6.1
                       EXERCISE DESCRIPTION
You have been asked to analyze a problem about inconsistent suspended
solids data collected for several  weeks.  The nature  of the problem is
explained in the Problem Scenario, which is  attached.   After analyzing
the problem and finding it to be amenable to a training solution,  you have
completed the Task Detailing Sheet, which is also included here.   Your
task now is to plan a lesson on one of the steps of the suspended
solids test.    Use the Lesson Planning Form, the Instructional  Methods
Selection Table and the Media Selection Table to plan instruction  on one
step of the task listed on the Task Detailing Sheet.   Record your  decisions
on the Lesson Planning Form.  Be prepared to explain  and justify all deci-
sions during a discussion which completes the assignment.

-------
                                                                     83
                       Problem Scenario


You are a trainer in a regional office of a "Water Management Bureau".

Your supervisor has called you into a meeting to give you the following

information:

        Spot inspections of the data for effluents in a
        number of wastewater treatment plants revealed that
        the suspended solids data was not consistent with
        other effluent data during the past six months.
        Preliminary investigation showed that:

           -suspended solids data was consistent with
            other effluent data for the same seasonal
            periods at earlier dates

           -the recent plant operating conditions were
            comparable to those in the earlier, same
            seasonal periods when the effluent data was
            consistent

Your supervisor has given the project to you.   You are directed to

investigate further to determine what the problem is and if training

is required to solve it.


You visit the plants in question and learn that new personnel  (hired

within the last six months)  conduct the suspended solids tests.   A few

of the newly-hired work for  experienced supervisors but only meet with

the supervisor for very limited periods of time because of twenty-four

hour operations and shift rotations.   At the other plants, no  one except

the new employee is experienced in conducting  the suspended solids test.

-------
                                                                     84
                           TASK DETAILING SHEET
A. Write Job Title
B. Write Task
Complete steos  C  -  F in the space below.
C, List the specific steps required to perform the task.
D. Check each step which needs to be taught.
E. Indicate whether the checked steps primarily involve cognitive, affective,
   or psychomotor behavior.
F. For a cognitive behavior, indicate the appropriate level of performance:
         Knowledge - ability to recall information or procedures
         Comprehension - ability to explain information or procedures
         Application - ability to use information or procedures to do
                       something
         Problem Solving - ability to develop new information or procedures
 Steps Required to Perform Task
  D
Needs
to be
Taught
Type of Behavior:
Cognitive, Affec-
tive, Psychomotor
Level of
Cognitive
Behavior:
Know. , Comp. ,
Appl., P. S.
 (2)

 (4).

 (5).

 (6).

 (7)

 (9)
             ,j*mflHt-0jf/ibaJ4Ui-z.
                                          -**O
02)
                                       ^-

-------
                                                                       85
                       LESSON PLANNING FORM
Job Title    j^nt^c        /^L6UCL^  Task
                                            Step.
Type and Level  of Behavior	
(as appropriate)

1)  Instructional Objective:
      Audience
      Behavior

      Conditions
      Acceptable _
      Performance"
2)  Entering Competencies:
3)  Evaluation Activities:
4)  Instructional  Methods:   Using the Instructional Methods Selection
    Table for guidance,  choose the method or methods most suitable for
    reaching the objective and describe how it will be used.
    METHOD(s)	
5)  Instructional  Media.   Use the Media Selection Table to guide your
    choice of media  for use in instruction.  List all that apply.
    Appropriate Category of Media    Specific Medium & Title Available
6)  Sequence of  Instructional  Activities,  outline the specific activities
    which comprise  the  instructional approach.
    l._	
    2.	
    3.

-------
                                                                         86

                          LESSON PLANNING FORM
6)  Sequence of Instructional  Activities. (Continued)
    5.
    6.
    7.
    8.
    9.
    10.

-------
                                                                        87
                 BASIC INSTRUCTIONAL TECHNOLOGY

          PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT SEVEN
LESSON PLANNING

Estimated time for unit - Three hours thirty minutes
The CONTENT of this unit:

        This unit completes basic instruction in the process of designing
        and planning a lesson.  Through a procedure for filling out the
        Instructional Package Worksheet, you will learn how to translate
        decisions made earlier into a plan for conducting a lesson.  In
        addition, you will learn to apply a set of rules for planning
        effective instruction.  An exercise in planning a lesson, using
        the Task Detailing Sheet, Lesson Planning Form, and Instruc-
        tional Package Worksheet, will be followed by a brief discussion
        of additional considerations in planning to deliver instruction.
The OBJECTIVES of this unit:

        In this unit you will learn to:

        -list the activities involved in planning a lesson
        -define and give an example of each of the nine rules for
         effective instruction
        -plan a lesson that incorporates the nine rules, using the
         Instructional Package Worksheet format


The PURPOSE of this unit:

        Planning how to conduct a lesson is the final  step in the design
        process.  The task of planning thus pulls together such earlier
        activities as specifying objectives, identifying evaluation strat-
        egies, and selecting methods; the outcome of these activities is
        the Instructional Package Worksheet.  By completing the Instruc-
        tional Package Worksheet in accordance with specific rules for
        effective instruction, the instructor prepares a detailed plan
        for the conduct of the lesson.


The RESOURCES for this unit:

        1.   Content Summary
        2.   Assignment 7.1:  Princioles of Instruction
        3.   Assignment 7.2:  Exercise in Plannino a Lesson

-------
                                                                       88
UNIT SEVEN:  LESSON PLANNING
CONTENT SUMMARY
Lesson Planning

        -Converting instructional  design decisions into a plan for teach-
         ing
        -The role of the Instructional  Package Worksheet  (IPW)
        -Instructional  methods and the  instructional  approach; using the
         Task Detailing Sheet and  Lesson Planning Forms to complete an
         Instructional  Package Worksheet

Nine Rules for Good Instruction

        -Begin with an  explanation of why the new skill or knowledge is
         important
        -Include a precise description  of what the learner will be able
         to do after s/he has learned
        -Ensure that the learner is ready to begin learning
        -Move from the  whole to the part and from the general  statement
         to the specific detail
        -Provide a variety of learning  experiences
        -Include samples
        -Include opportunities for learners to practice what they are
         learning
        -Provide ongoing feedback  so learners know how well they are
         learning
        -Consider the type and level of behavior specified in  the
         instructional  objective

Completing the Instructional Package Worksheet

        -State the objective
        -Give a justification for  the objective
        -Specify an evaluation strategy
        -Identify support materials for teaching
        -Specify the instructional approach

Exercise in Planning a  Lesson

-------
                                                                       89
LESSON SEVEN:  PLANNING A LESSON
LESSON 2 of 5:  PRINCIPLES OF INSTRUCTION

ASSIGNMENT 7.1:  PRINCIPLES OF INSTRUCTION

Estimated time:  Seventy-five minutes
   This assignment introduces you to nine principles  for planning
   effective instruction.   Each principle is  explained and illus-
   trated.   An exercise accompanies  each  principle  so you can  try
   out your understanding  of the principle as you  learn it.  An-
   swers to the exercises  are provided for you  to  check your own
   answers.  For each principle, the explanation,  the example,
   and the  exercise appear together.  Answers to all  exercises  for
   all nine principles are at the end of  the  lesson.

   Some exercises have no  single correct  answer but rather a range
   of answers are correct.   In the answer key,  you  will  find a
   suggested or representative answer.  Your  answer should be simi-
   lar to the one suggested.   If you miss more  than one question  in
   an exercise, review the principle,  the explanation,  and the
   example.  When you understand your mistake,  go on  to the next
   principle.   Ask your instructor if you don't understand an an-
   swer or  if you have a question about the principle.

   As you read, you will notice  that some of  the rules  appear to
   present  redundant information.  This repetition  is not  acciden-
   tal;  it  occurs for two  reasons.   First, one  of the most useful
   devices  for facilitating learning is repetition; repeating
   important information serves  to strengthen learning.  Second,
   the purpose of this lesson is to  pull  together ideas  from the
   first six units into a  single set of rules which you  should
   follow as you plan  a lesson.   Therefore, the repetition serves
   to emphasize the importance of these rules as the  basic guide-
   lines for presenting a  lesson  effectively.

   OBJECTIVE:   After completing  this assignment, you will  be able
               to define and  give  an example of the application of
               each  of the  nine  rules  for effective instruction.

   EVALUATION:   At the  end  of one  hour, you will have completed a
                post-test on  the  content.   The questions on the
                post-test will be very similar to those you have
                already  encountered  in the exercises.   When you
                have completed the post-test, you will exchange
                papers with a fellow participant and discuss your
                answers.
  DIRECTIONS:  1.
               2.
Complete the readings, exercises and post-test
on the following pages.  This task should take
approximately 60 minutes.

Discuss the post-test.  This task should take
approximately 15 minutes.

-------
                                                                       90
          RULE #1:   GOOD INSTRUCTION BEGINS WITH AN
                    EXPLANATION OF WHY THE NEW SKILL
                    OR KNOWLEDGE IS IMPORTANT
Explanation:  When learners are made aware of the relevance or importance
of the new knowledge or skill, there will be greater motivation for
learning.

Application:  Giving learners reasons for learning may involve telling
them that the new skill is required for a higher-level position, or that
the new knowledge will help them to perform present job tasks more
efficiently.  The reason motivates trainees to learn.

Example:  The average eight-year-old boy may have no interest in learning
:amp
•ithi
arithmetic.  However, if the child discovers that, in order to obtain a
paper route, he must be able to make change quickly and correctly, his
interest in learning arithmetic will increase.   Obtaining a paper route
serves as motivation for learning arithmetic.
EXERCISE #1:  Place an £ next to each statement that is a good example
              of an instructor's explanation for a lesson.
   _1. Learning to balance these figures is the first step in learning
       the bookkeeping system.   Clerks on the next three job levels
       above this one must know this bookkeeping system.

   _2. Your job may never require you to run this test, but the procedure
       is quite interesting.

   _3. This material is required of all students in this course.
   _4. A knowledge of FORTRAN computer language is essential in programming
       this computer.  You will probably use FORTRAN many times each day
       in your job.

   _5. Since many of your co-workers on this project do not speak English,
       the company is offering this course in conversational French to
       help you communicate with your co-workers.

-------
                                                                       91
          RULE #2:  GOOD INSTRUCTION INCLUDES A PRECISE
                    DESCRIPTION OF WHAT THE LEARNER WILL
                    BE ABLE TO DO AFTER S/HE HAS LEARNED.


Explanation:  Trainees need to know what the goal or object of instruction
is, so they can separate what they must know from what is nice to know.
Specifying the skill or knowledge that will result from learning is one
way of informing trainees of the goal.

Application:  Instructional objectives give trainees both a goal to work
toward and a standard against which they can judge their ability.  Specifying
instructional objectives also aids the instructor in directing the instruction
toward the specific goals.

Example:  Participants in the Basic Instructional Technology Workshop have
been told that one objective of the workshop is that they be able to use
the nine rules for effective instruction to plan a lesson.  The partici-
pants know that they must apply the nine rules; merely stating the rules
or giving explanations for them is not sufficient.  The instructional
objective specifies a precise goal for learning.
EXERCISE #2:  Put an £ next to each statement which provides a clear
              goal for learners.
    _1. After completing this lesson, you will know about nine rules for
       planning instruction.
   _2. By the end of this unit, you will be able to test water samples
       for the presence of mercury, using standard equipment.

   _3. When you finish this unit, you will understand why instructional
       objectives must be specified.

   _4. When they have completed the basic workshop, participants will be
       able to plan a lesson.

   _5. The purpose of this lesson is to teach you about evaluation.

-------
                                                                       92
         RULE #3:  GOOD INSTRUCTION ENSURES THAT THE
                   LEARNER IS READY TO BEGIN LEARNING.
Explanation:  Learners must possess certain basic skills and knowledge
before they can successfully learn more complex things.   The basic
abilities are thus prerequisites for the complex abilities.   The instruc-
tor must make certain that learners have these prerequisite  abilities
and are therefore ready to begin learning more complex skills and know-
ledge.

Application:  You can determine whether trainees are ready to begin
learning by evaluating the degree to which they possess  prerequisite
abilities.   The evaluation can be highly formal, such as a written test,
or highly informal, such as a brief discussion.  Trainees who lack pre-
requisite skills or knowledge may need to be provided with instruction
on the abilities they lack before they can begin to learn new or more
complex abilities.

Example:  Before your instructor can help you learn how  to select
instructional methods, s/he must be certain that you know how to specify
instructional objectives and classify instructional resources.   There-
fore, the prerequisite abilities for learning to select  methods are
writing objectives and classifying resources.  To determine  whether the
participants are ready to begin learning the procedure for method
selection,  the instructor may give a quiz on the prerequisite abilities.
Those who do
prerequisite
not pass
skills.
the quiz will  be asked to study material  on the
EXERCISE #3:  For each of the following tasks, identify two prerequisite
              abilities which learners must have before they can learn
              the task.
   _1. Select an evaluation strategy for a lesson.

   _2. Determine the type of behavior specified in  an objective.

   _3. Perform a task analysis.

-------
                                                                       93
         RULE #4:  GOOD INSTRUCTION MOVES FROM THE WHOLE
                   TO THE PART AND FROM THE GENERAL STATE-
                   MENT TO THE SPECIFIC DETAIL
Explanation:  Learning requires understanding.   A learner cannot under-
stand when only a part of an idea or a single detail  is presented.
Learners must have access to the whole concept  or procedure or rule
before they can understand the parts.

Application:  Begin each lesson by stating the  whole  concept, rule, or
procedure to be learned.  Then present specific details, steps, and
illustrations.  Do not give examples until after the  whole idea has been
taught.

Example:  In Unit One of the Basic Workshop, you were shown a general
five-part model of the procedure for designing  instruction.  That model
represents the whole process you will  learn during the workshop.  Each
of the next six units represents a part of that whole process; for
example, the first part you studied was problem definition.  Within each
unit, individual lessons present specific details of  the process.  For
example, one detail involves using the Problems Definition Worksheet.
Thus, the entire workshop has been designed in  terms  of a general-to-
specific sequence.
EXERCISE #4:  You have been asked to teach a lesson on selecting instruc-
              tional methods.   Listed below are some topics you wish to
              include in the lesson.  For each pair of topics,  put an x
              beside the topic you would teach first.

    1.  Definition of "instructional  method"
    2.  Characteristics of a lecture
   _3.  A procedure for classifying instructional  resources

   _4-  Still  visual displays
    5.  Use of the Instructional  Methods  Selection Table
   _6.  Use of the Lesson Planning Form

-------
                                                                       94
         RULE #5:   GOOD INSTRUCTION PROVIDES  A VARIETY
                   OF LEARNING EXPERIENCES.
Explanation:   Some people learn by listening to lectures;  some prefer to
discuss ideas and ask questions; still  others need to see  visual  repre-
sentations such as diagrams and pictures.   People learn  differently.

Application:   A good instructor considers  these differences  and provides
instruction in a variety of ways.   A lecture can be supplemented with
visuals such  as charts and graphs.  A reading can be followed by a dis-
cussion.  The repetition that occurs when  several methods  are combined
is important.  Repetition leads to better  and more lasting retention.

Example:  To  teach participants how to write instructional objectives, an
instructor decides to use a lecture.  However, since a variety of instruc-
tional methods provides important repetition, the instructor also plans
to use overhead transparencies and handouts which diagram  the process of
writing objectives.  The instructor also plans to hold a discussion on
the difficulties in writing objectives.  Finally, the instructor will
assign a reading to reinforce the other presentations.  By using a
variety of methods, the instructor makes certain that the  needs of all
learners are  met.
EXERCISE #5:  List 2-3 ways in which an instructor might provide variety
              during a lesson on each of the following three topics.


	1. Using an analytical balance

	2. Performing a task analysis
    3. Setting up equipment for a chemical test

-------
                                                                      95
         RULE #6:  GOOD INSTRUCTION INCLUDES EXAMPLES.
Explanation:  Examples are concrete and specific illustrations of
general ideas.  They connect abstract words to the real world.  Examples
show learners how rules and procedures work.

Application:  Examples include demonstrations of procedures, applications
of formulas and rules, and illustrations of concepts.   Examples reveal
how procedural steps should be carried out and how formulas and rules
should be used.  To be most useful, examples should move from easy to
difficult.  Whenever possible, more than one example should be used to
teach a single procedure or rule or concept.

Example:  The design of this assignment involved the application of the
rule for including examples.  After each rule for good instruction is
presented, an example is given so that the participants can see how to
implement the rule.  The example makes concrete and specific the general
statement of the rule.
EXERCISE #6:  Identify four instances of the uses of examples in teaching
              the concepts of this workshop.

1. 	

2. 	

3.	

4.

-------
                                                                      96
         RULE #7:  GOOD INSTRUCTION INCLUDES OPPORTUNITIES
                   FOR LEARNERS TO PRACTICE WHAT THEY ARE
                   LEARNING
 Explanation:  Practice opportunities allow learners to try out new
 abilities and to discover what they don't understand.  Practice aids
 both  in  increasing retention and in transferring the new skill or know-
 ledge from the classroom to the real world.

 Application:  Practice opportunities should be included for each separ-
 ate concept or rule or procedure being taught.  Frequent opportunities
 should be provided for practice during instruction.  Several short ses-
 sions of increasing levels of difficulty are far more effective than a
 single lengthy session at the end of a lesson.  Learners can gain practice
 by discussion of ideas, using formulas and rules to solve problems, and
 carrying out procedures.

 Example:  The design of this reading illustrates the rule that good
 instruction includes opportunities for practice.  As each rule is pre-
 sented and explained, you are given an opportunity to try out your new
 knowledge.  An exercise allows you to practice using the rule to deter-
 mine  how well you understand the rule.  Several short sessions are pro-
 vided, one for each rule.
EXERCISE #7:   As  a wastewater treatment plant chemist, one of your
              duties  involves teaching technicians to perform routine
              chemical tests.  Each of the two paragraphs below describes
              an  approach to teaching a test procedure.  Put an x. beside
              the paragraph that  describes the more effective use of
              practice.

	1.  The instructor lists the steps in the procedure and then demon-
        strates  the procedure.  Next, the instructor asks one trainee to
        list,  in order, the steps  involved.  Then, the instructor demon-
        strates  the procedure again, commenting on important concerns or
        cautions associated with each step.  Finally, the instructor asks
        each  trainee  to carry out  the procedure on a wastewater sample.
        The  instructor  lists  the  steps  in  the  procedure.  As he  demon-
        strates  each  step,  he asks  a  trainee to  state what  is  involved
        in the  step.  Next, the instructor asks  one  trainee to demonstrate
        the  procedure under the direction  and  guidance  of the  other
        trainees.   Then trainees  work in pairs to  criticize each other
        as they  carry out the procedure.   Finally, each trainee  is given
        three wastewater samples  and  asked to  perform the test and report
        results  for each sample.

-------
                                                                      97
         RULE #8:  GOOD INSTRUCTION PROVIDES ONGOING
                   FEEDBACK SO LEARNERS KNOW HOW WELL
                   THEY ARE LEARNING.
Explanation:  Feedback is knowledge of results.  Feedback can be as
simple as "Right/Wrong" response from the instructor.  Or it can involve
detailed explanations of why answers are wrong and directions for cor-
recting the answers.  Feedback serves two important purposes.  First, it
tells the learner how well s/he is doing so that the learner knows how to
correct errors and increase learning.  Second, feedback motivates the
learner to try again.

Application:  Feedback should be both explanatory and motivating.  You
should provide both correct answers and encouragement.  Praise is an
important part of feedback; it can take the form of a compliment as well
as a high score on an exercise or test.  Feedback should also be provided
frequently.  Each exercise or activity should include a feedback component.
Most important, feedback should be constructive; it must never attack a
learner personally and it must be specific in identifying errors and
suggesting solutions.

Example:  Robert's mother is teaching him to bake bread.  She describes
the process, gives Robert a receipe, and demonstrates the process.  Then
she lets Robert try.  When Robert adds the yeast to cold water, she tells
him that the yeast will not develop and shows him how warm the water
should be.  When Robert kneads the dough, she compliments him on his firm
touch but tells him to include more time for kneading.  And when the
bread is out of the oven and ready to eat, she proudly serves it to the
family.  She has demonstrated the process of providing ongoing feedback
so that Robert can correct his mistakes and feel confident about his
successes.
EXERCISE #8:  Place an x. next to each example of effective feedback.

	1. Your test score was 70 out of a possible 80.  Good work!

	2. You incorrectly stated one part of the objective; find your
       error and correct it.
   _3. That's a stupid comment!
   _4. You seem to be having trouble understanding the concept of
       evaluation.  Reread Unit Five and mark the parts you don't
       understand; then come talk with me.

   _5. You are holding that beaker wrong; that's why you are having
       trouble seeina the sediment.

-------
                                                                      98
         RULE #9:   GOOD INSTRUCTION CONSIDERS THE TYPE
                   AND LEVEL OF BEHAVIOR SPECIFIED IN
                   THE INSTRUCTIONAL OBJECTIVE.
Explanation:   Instruction must be directed toward the  type  and level  of
behavior specified by the objective.   Type and level of behavior in  the
objective determine the kinds of learning experiences  trainees must  have
in order to perform as the objective  specifies.

Application:   Psychomotor objectives  require instruction in physical
(motor) skills; verbal descriptions of physical  movements are  not suffi-
cient.   The learner must be able to practice the type  of performance that
s/he will have to demonstrate during  the evaluation.

Affective objectives necessitate experiences which provide  models for the
desired behavior.  Learners must see  others demonstrate desired attitudes
and must have opportunities to practice the behaviors  on which they  will
be evaluated.

Different levels of cognitive objectives require different  kinds of
learning experiences.  To perform at  the Comprehension level,  the learner
must have access to verbal information and practice in stating that  infor-
mation.  To perform at the Comprehension level,  the learner must have
instruction and practice in explaining, defining, and  classifying.   Appli-
cation-level  performance is developed through experiences involving  using
rules and formulas and carrying out procedures.   Problem-solving abilities
are developed through exposure to problem situations which  allow learners
to practice generating and testing solutions.  The kind of  instruction
learners receive determines the kind  of performance they will  be capable
of giving.

Example:  To teach participants how to write instructional  objectives, the
instructor provides several types of  learning experiences.   He defines the
concept "objective", shows examples of properly written objectives,
describes the procedure for specifying the four components, and provides
participants with practice in writing the objectives.   Since the level of
performance specified in the objective is at the Application level,  the
instructor knows that participants must have training  and practice in apply-
ing the formula and writing sample objectives.


EXERCISE #9:   For each of the following objectives, name the most important
              kind of learning experience that trainees would need in order
              to be able to perform the type and level of behavior specified
              in the objective.

1.  Uses an analytic balance to weigh a substance.

2.  Explains the importance of specifying an acceptable performance  level
    in an instructional objective.

3.  Types a report from a written copy.

-------
                                                                        99
                            ANSWER KEY
EXERCISE #1:   Place an 21 next to each statement that is a good example of
              an instructor's explanation for a lesson.

	x_l.  Learning to balance these figures is the first step in learning
        the bookkeeping system.  Clerks on the next three job levels above
        this one must know this bookkeeping system.

	2.  Your job may never require you to run this test, but the procedure
        is quite interesting.

	3.  This material is required of all students in this course.
  x 4.  A knowledge of FORTRAN  computer language is essential in program-
        ming this computer.  You will probably use FORTRAN many times each
        day in your job.

  x 5.  Since many of your co-workers on this project do not speak English,
        the company is offering this course in conversational French to
        help you communicate with your co-workers.


EXERCISE #2:  Put an >c next to each statement which provides a clear goal
              for learners.

	1.  After completing this lesson, you will know about nine rules for
        planning instruction.

  x 2.  By the end of this unit, you will be able to test water samples
        for the presence of mercury, using standard equipment.

  x 3.  When you finish this unit, you will understand why instructional
        objectives must be specified.

  x 4.  When they have completed the basic workshop, participants will be
        able to plan a lesson.

	5.  The purpose of this lesson is to teach you about evaluation.
EXERCISE #3:  Suggested responses

1.  Select an evaluation strategy for a lesson.
       explain the concept of evaluation
       identify kinds of evaluation strategies

2.  Determine the type of behavior specified in an objective.
       define types of behavior
       explain the concept of "objective"

-------
                                                                      100
3.   Perform a task analysis.

       distinguish between a  task and a job
       identify steps in a task
EXERCISE #4:   You have been asked to teach a lesson on selecting instruc-
              tional  methods.   Listed below are some topics you wish to
              include in the lesson.  For each pair of topics, put an x^
              beside  the topic you would teach first.
  x 1.   Definition of "instructional  method"
    2.   Characteristics of a lecture
  x 3.  A procedure for classifying instructional  resources
   _4-  Still  visual  displays
  x 5.  Use of the Instructional  Methods Selection Table
    6.  Use of the Lesson Planning Form
EXERCISE #5:   List 2-3 ways in which an instructor might provide variety
              during a lesson on each of following three topics.

1.  Using an  analytical balance

       lecture or film
       demonstration

2.  Performing a task analysis

       lecture           demonstration
       individualized learning package

3.  Setting up equipment for a chemical test

       film       reading      demonstration


EXERCISE #6:   Identify four instances of the uses of examples in teaching
              the concepts of this workshop.

1.  all demonstrations are examples	

2.  each rule in this assignment has an example	

3.  the simulation exercise is an example	

4.  the exercises in this assignment contain examples	

-------
                                                                       101
EXERCISE #7:  As a wastewater treatment plant chemist, one of your duties
              involves teaching technicians to perform routine chemical
              tests.  Each of the two paragraphs below describes an
              approach to teaching a test procedure.  Put an _x beside the
              paragraph that describes the more effective use of practice.

	1.  The instructor lists the steps in the procedure and then demon-
        strates the procedure.  Next, the instructor asks one trainee to
        list, in order, the steps involved.  Then, the instructor demon-
        strates the procedure again, commenting on important concerns or
        cautions associated with each step.  Finally, the instructor asks
        each trainee to carry out the procedure on a wastewater sample.

  x 2.  The instructor lists the steps in the procedure.   As he demon-
        strates each step, he asks a trainee to state what is involved
        in the step.  Next, the instructor asks one trainee to demonstrate
        the procedure under the direction and guidance of the other train-
        ees.  Then trainees work in pairs to criticize each other as they
        carry out the procedure.  Finally each trainee is given three
        wastewater samples and asked to perform the test and report
        results for each sample.


EXERCISE #8:  Place an _x next to each example of effective feedback.

  x 1.  Your test score was 70 out of a possible 80.  Good work!
    _2.  You incorrectly stated one part of the objective; find your error
        and correct it.

    3.  That's a stupid comment!
  x 4.  You seem to be having trouble understanding the concept of evalu-
        ation.  Reread Unit Five and mark the parts you don't understand;
        then come talk with me.

	5.  You are holding that beaker wrong; that's why you are having
        trouble seeing the sediment.


EXERCISE #9:  For each of the following objectives, name the most important
              kind of learning experience that trainees would need in order
              to be able to perform the type and level of behavior speci-
              fied in the objective.

1.  Uses an analytic balance to weigh a substance.

       practice in following the procedure

2.  Explains the importance of specifying an acceptable performance level
    in an instructional objective.

       oral or written practice in explaining

3.  Types a report from a written copy.

       practice in using typewriter

-------
                                                                       102
Post-test

You have been asked to teach a lesson on writing behavioral objectives.
The purpose of the lesson is to help students learn how to identify the
type and level of behavior for each objective.  All the following questions
involve applications of the nine rules to the design of this lesson.

1.  State two instructional objectives for the lesson.
2.  Put an x. beside the statement which best explains why learners should
    master the objective.

	a.  the training supervisor always wants to see lesson objectives
    _b.  objectives tell students what they will be able to do when they
        have learned

    c.  objective-writing is a fascinating skill to study
3.  List at least three prerequisites for this lesson.
4.  a.  List at least four instructional methods that can be used to
        teach the lesson.
    b.  Briefly describe how you would provide examples, practice
        opportunities, and feedback.
5.  Briefly explain how you would prove that the lesson was appropriate
    for the domain and the level of performance specified in the objective.

-------
                                                                       103
UNIT SEVEN:  LESSON PLANNING
LESSON 4 of 5:  EXERCISE IN PLANNING A LESSON

ASSIGNMENT 7.2:  EXERCISE IN PLANNING A LESSON

Estimated time:  Sixty minutes
   This assignment is designed to give you practice in specifying
   instructional activities and identifying instructional  resources
   for a single lesson.   Using the Task Detailing Sheet and Lesson
   Planning Form completed in Unit Six, Lesson 4, you will  complete
   an Instructional Package Worksheet (IPW) for your lesson on a sus-
   pended solids test step.   You will have approximately  45 minutes
   for this task.   The remaining 15 minutes will  be spent  in a dis-
   cussion of any  problems or concerns involved in specifying
   instructional activities and resources for a lesson.

   OBJECTIVE:  By  the conclusion of this assignment, you will be
               able to plan a lesson and specify  instructional
               activities and resources, using the Instructional
               Package Worksheet.

   EVALUATION:   Participant review and discussion of completed
                Instructional Package Worksheets  will  serve as  the
                evaluation activity for this assignment.
   DIRECTIONS:   1.
Complete the exercise described below.  Use the
Task Detailing Sheets and Lesson Planning Forms
from Unit Six, Lesson Four.   This task should
take approximately 45 minutes.

Discuss completed Instructional Package Work-
sheet with fellow participants.  This task
should take approximately 15 minutes.

-------
                                                                      104


ASSIGNMENT 7.2


                       EXERCISE DESCRIPTION


You have already completed initial  plans for teaching a lesson on a suspended
solids step.       You are now ready to develop the lesson activities.
Using the Instructional Package Worksheet which is  included here, you
will write a justification statement, specify instructional  resources,
and specify the Instructional  Approach for a 60-minute lesson on the
step you have chosen.   The Instructional Approach should contain detailed
instructions on kinds  of instructional and learning activities.   Your
Instructional Package  Worksheet should be complete  enough that any other
instructor with experience and responsibilities similar to yours will be
able to teach the lesson using the  Instructional  Package Worksheet.   You
should also indicate specific  kinds of resources  that should be  used in
the conduct of the lesson, such as  figures, handouts, content outlines,
and the like.  Be prepared to  explain and justify your decisions during
the discussion which completes the  assignment.

-------
                                                                       105



                  INSTRUCTIONAL PACKAGE WORKSHEET
CURRICULUM:




COURSE:



UNIT:



LESSON:



Estimated time:








Entering competencies








Objective



                  Behavior



                Conditions



    Acceptable Performance








Justification








Evaluation Acti vi ti es







Resources







Instructional Approach

-------
                                                                       107
                 BASIC INSTRUCTIONAL TECHNOLOGY

          PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT EIGHT
DEVELOPING ORAL COMMUNICATION SKILLS

Estimated time for unit - Two hours
The CONTENT of this unit:

        This unit identifies the characteristics of effective oral pre-
sentations and provides practice in public speaking.  Using the Present-
ation Check List, participants assess each others'  presentations.
The OBJECTIVES of this unit:

        In this unit, you will learn to:

        -list characteristics of an effective oral  presentation
        -apply principles of effective speaking in  a brief oral presen-
         tation
        -evaluate the public speaking ability of fellow participants


The PURPOSE of this unit:

        An instructor is a public speaker, whether  the speech is a
        lecture given to fifty people in  a lecture  hall or a few
        sentences of direction or encouragement given to one trainee
        during a problem-solving session.   Since so much of what people
        learn is communicated orally, an  instructor must be conscious
        of the way in which s/he delivers  oral  communications.


The RESOURCES for this unit:
        1.   Content Summary for Presentations
                   I.  The Lecture
                  II.  The Demonstration
                 III.  Guided Discussion
                  IV.  Adaptive Instruction
        2.   Presentation  Rating  Scale

-------
                                                                      108
UNIT EIGHT:  DEVELOPING ORAL COMMUNICATIONS SKILLS
CONTENT SUMMARY
Oral presentations must be spoken, not read.
        1.  Maintain eye contact with audience.
        2.  Use humor to establish and maintain  rapport with audience.
        3.  Use a variety of voice tones and volumes.
        4.  Create an atmosphere of informality  by appearing relaxed.
        5.  Use language that is appropriate for the audience.
        6.  Check frequently to determine degree of audience interest and
            understanding.
        7.  Allow space for occasional questions and comments from
            audience.
        8.  Show enthusiasm for the topic.

The speaker's body must not distract attention from the content of the
presentation.
        1.  Be poised; do not pace around,  shuffle feet or papers, or
            wave hands.
        2.  Have all equipment and materials ready and organized before
            beginning.
        3.  Always face your audience, even when using media.
        4.  Keep your hands still when not demonstrating a procedure or
            pointing to an item in the media.
The presentation must be organized and logical.
        1.  Orient the audience to provide motivation for listening.
        2.  Inform the audience of the structure of the presentation.
        3.  Emphasize major points - with media  as appropriate.
        4.  Summarize major points at the end.

-------
                                                                  109
I.   The Lecture (Method #1)

    A.   Definition  -  uninterrupted  speech  by which  one  presents
        information to  others

    B.   Characteristics of a Good Lecture

        1.   The lecturer has good public speaking skills

        2.   The presentation is

            a.   brief - usually  no  more than 15-20  minutes of  uninter-
                rupted  speech; a lecture should not strain normal
                attention  span

            b.   organized

                 i)  the introduction
                     (a) establishes rapport between lecturer  and
                         learners
                     (b) defines the purpose of the lecture, gains
                         learners'  attention, and motivates them to
                         remain  attentive
                     (c) outlines the major points  of the lecture
                     (d) defines the objectives of  the  lecture

                 ii)  the body
                     (a)  uses a  simple-to-complex structure for
                        presenting the content
                     (b)  aims toward specific objectives
                     (c) provides opportunities for questioning
                     (d) allows  for practice of knowledge

                iii)  the conclusion
                     (a) reviews and summarizes main points
                     (b) opens opportunity for student responses
                     (c) provides directions to the next activity

            c.   accompanied by media (when appropriate)

                 i)  highlighting - visual  accompaniments such as
                     outlines, graphics, pictures - reinforce content
                     during the  lecture

                ii)  student handouts - "take-homes" such as outlines,
                     procedural  guidelines, etc.  -  serve as a personal
                    employee manual for on-the-job use

-------
                                                              110
C.  Advantages
    1.  Presents large amounts of information from many or from
        hard-to-get sources in short amount of time
    2.  Gives instructor control  over the kind of information  and
        organization presented
    3.  Provides the most efficient way to introduce and to
        summarize a learning experience
D.  Disadvantages
    1.  Over-stresses acquisition of facts
    2.  Can make learners into passive, dependent receivers of
        information
    3.  Is instructor-paced
    4.  Is often too long
    5.  Is often over-used or misused
    6.  Is not for teaching "how to" (procedures)
    7.  Depends  for success on instructor's public-speaking
        ability

-------
                                                                  Ill
II.   Demonstration (Method #2)
     A.   Definition - showing,  as opposed to  telling,  how to do
         something by manipulating appropriate  materials  and
         equipment
     B.   Characteristics of a Good Demonstration
         1.  The instructor prepares site and  materials
            a.  on-location or simulated site  is chosen and prepared for
               maximum effectiveness and visibility to all learners
            b.  materials and equipment obtained and tested by working
               through demonstration
            c.  setup allows everyone to see demonstration
            d.  media/handouts prepared to complement demonstration  -
               i.e., steps outlined, decision points and  criteria
               defined, "success" described in  terms of predefined
               criteria
         2.  The instructor prepares for the students
            a.  necessary orientation information  developed
            b.  mini-lectures for introducing  and  summarizing the
               procedure prepared
            c.  frequent opportunities  provided  to ask  questions
            d.  frequent checks  to ensure student  understanding
            e.  opportunities to practice the  procedure
     C.   Advantages
         1.  Gives  on-the-job experience
         2.  Allows learners to  develop and practice skills under
            supervision
     D.   Disadvantages
         1.  Not useful  alone; must be  prepared  for and summarized through
            lecture  or reading
         2.  Large  groups of learners require  much time for practice in
            order  to be effective
         3.  Useful only for fixed-step procedures,  not for creative
            problem  solving
         4.  Requires equipment,  materials, often  site  visits

-------
                                                                     112
III.   Guided Discussion  (Method  #3)

      A.   Definition  - a sharing of  ideas  and  opinions  in order  to
          arrive  at a mutually acceptable  decision  or solution to a
          problem

      B.   Characteristics of  a Good  Discussion

          1.  Not  a  bull  session  - topics and objectives must  be  carefully
             prepared and purpose explicitly defined so that  group will
             know when discussion should end

          2.  Groups should be small  enough to  allow everyone  to  partici-
             pate and large enough to  avoid polarization or domination
             by a few

          3.  Discussion  leader

             a. initiates discussion by stating  topics, objectives,
               guidelines (rules for  participating, parameters  of
               discussion)

             b. coordinates discussion by  summarizing ideas and
               establishing  relationships among ideas

             c. orients  discussion by  pulling  discussion back to topic;
               avoids playing expert  and  giving lectures

             d. encourages participation by warmth, non-critical analysis
               of  contributions, questioning  silent members  in  non-
               threatening way

             e. harmonizes the group by dealing  with personal confron-
               tations  and disagreements  and  arbitrating as  necessary

             f. gate-keeps by preventing anyone  from dominating  the
               group

          4.  Participants

             a. participate - purpose  is to share ideas in order to
               develop  solution to  problem

             b. remain non-critical  and objective - avoid personal
               attacks  and emotional  analyses like "that's stupid"

             c. stick to the  topic

             d. avoid private discussions  and  share ideas with whole
               group

-------
                                                             113
       e.  direct comments and questions to group rather than to
          leader
       f.  accept leader as arbitrator of group
    5.  Physical  environment is arranged to facilitate discussion
       by ensuring eye contact among all participants
C.  Advantages
    1.  Allows all members of group opportunity to share ideas
    2.  Provides  for mutual solving of a problem and practice in
       ways of solving problems
D.  Disadvantages
    1.  Can be dominated by an individual or faction
    2.  Can degenerate into an exchange of abuse
    3.  Can bog down in extended, uncomfortable silence or
       irrelevancies
    4.  Can be a  front for leader-provided lectures
    5.  Can be misused (not suitable for communicating factual
       information or teaching procedures)

-------
                                                                  114
IV.   Adaptive Instruction  (Method  #4)

     A.   Definition - to adapt  instruction  to  individual  needs,  goals,
         learning materials  and/or instructional methods  and  techniques  are
         especially chosen to suit a particular  student or  group of
         students

         Types of Adaptive Instruction  -  individualized learning packages,
         assignments, tutorials

     B.   Characteristics of  Good Adaptive Instruction

         1.  Characteristics  of  effective  individualized learning
            packages

            a.  provides  all  the information  and  materials learner needs
               to know on  his/her  own

            b.  provides  for  practice and  feedback

            c.  is structured properly  (orienting overview,  body  with
               logical learning steps,  summarizing  review)

            d.  meets individual needs of  learners

         2.  Characteristics  of  effective  assignments

            a.  application oriented - allows students to  apply know-
               ledge and skills in new  or unfamiliar contexts

            b.  allows for  choice - provides  options so that the  students
               can choose  among alternative  assignments,  contexts, or
               subjects

            c.  builds skills in specific  steps from simplest  to  most
               complex

            d.  provides  feedback reinforcement

         3.  Characteristics  of  effective  tutorials

            a.  is a one-to-one  session  between tutor and  learner (tutor
               need not  be the  instructor)

            b.  has problem-solving orientation using stages of diagnosis
               and remedy

            c.  builds skills in specific  steps

            d.  tutor guides  learner to  discover  answers - does not
               lecture at  learner

            e.  session is  problem-specific  and ends when  solution is
               discovered

-------
                                                              115
C.  Advantages
    1. Responsive to individual  needs
    2. Allows for learner pacing and repetition as desired
    3. Individualized learning packages can be given out when it
       is difficult to organize a class or too few students or no
       instructor available
    4. Tutorials can be used to help several  learners with diffi-
       cult problems in a short space of time
D.  Disadvantages
    1. Instructor-made individualized learning packages are
       expensive to prepare
    2. Not suitable for complex or complicated subject matter
    3. Not useful for teaching procedures that require equipment
       or complicated materials
    4. Does not allow for exchange of ideas and opinions -
       basically a lonely method of learning

-------
                                                                              116
 Presentation Rating Scale
 Name  of  Presenter	Topic	

 Directions:  The following are some important  characteristics of good instruc-
    tional presentations.  Check  the  column  on the  right that best represents
    your impression of  this presenter's performance on  each characteristic.
    Do not complete the form until the presentation  is over.   It  should only
    take a few minutes to complete this form.  Remember  that the  purpose of
    this rating scale is to provide corrective  feedback  to the presenter.

                                  Excellent   Very  Adequate  Poor   Does  not
                                             Good                    Apply
 A.  Delivery Techniques

    1. Obtained the attention of     	     	     	   	
      the audience at the start
    2. Attempted to match the        	     	     	   	
      presentation to the
      audience's background
      and preparation
    3. Projected warmth, friend-     	     	     	   	     	
      liness, confidence, and
      interest in the subject
    4. Talked with sufficient        	     	     	   	     	
      volume to reach all
      listeners.
    5. Varied stress, intonation     	     	
      and pacing as appropriate
    6. Used humor when appro-        	     	
      priate
 B.  Composure

    7. Maintained relaxed posture    	
      during the presentation
    8. Refrained from pacing or      	     	
      shuffling feet
    9. Used no distracting           	     	     	
      mannerisms
 C.  Organization

  10. Began with a clear intro-     	     	     	   	
      duction, including purpose
      and overview
  11. Provided clear and useful     	     	     	   	
      organization for material
  12. Emphasized and/or repeated    	     	     	
      important points
  13. Incorporated examples and     	     	     	   	     	
      illustrations
  14. Allowed for audience feed-    	     	     	   	     	
      back through questions and                     •
      comments

Use the back of this form for any additional comments or suggestions  you
might wish to make.

-------
                                                                             117
                        BASIC INSTRUCTIONAL TECHNOLOGY

                 PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT NINE
DEVELOPMENT OF FIRST PRESENTATIONS

Estimated time for unit - One and one-half hours
The CONTENT of this unit:

        This unit provides practice in making original oral presentations.
        Given IPWs from Unit Ten, participants will plan and deliver brief
        oral presentations on topics relating to media and related resources.
        Feedback will be provided on participants' oral speaking abilities.


The OBJECTIVE of  this unit:

        In this unit you will learn to:

        -design, practice and deliver a five- to ten-minute oral presentation
         on a topic relating to media.


The PURPOSE of this unit:

        One of the workshop's goals is to provide participants with oppor-
        tunities to practice making instructional presentations.  In this unit
     -   participants are able to apply some of their new instructional  skills
        by preparing a short presentation on a selected lesson from Unit Ten
        materials.  These presentations will then be used to teach the  content
        of Unit Ten.  Participants will also receive corrective feedback on
        their presentations.


        Note:   No content summary is provided for this application exercise.

-------
                                                                       119
                 BASIC  INSTRUCTIONAL TECHNOLOGY

          PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
 UNIT TEN
 INSTRUCTIONAL MEDIA AND RELATED RESOURCES

 Estimated time for unit - Five hours thirty minutes


 The CONTENT of this unit:

        This unit introduces topics in media selection and utilization
        and resource centers and systems available to EPA professionals.
        Through individual presentations, participants will provide
        instruction in selecting and preparing media, operating equipment
        and utilizing resources in EPA.  This unit provides the content
        for the oral presentations that are the substance of Unit Nine.


 The OBJECTIVES of this unit:

        In this unit you will learn to:

        -produce simple and effective instructional graphics and over-
         head transparencies.
        -operate overhead projectors, slide projectors, and at least one
         form of motion picture projector.
        -identify and obtain instructional media using IRIS, IRC, and/or
         local sources.
        -plan and evaluate the appropriate use of instructional media by
         applying principles of media selection.


 The PURPOSE of this unit:

        Media have become an integral  part of modern instruction.  Through
        EPA's Instructional  Resources Information System (IRIS) and
        Instructional  Resources Center (IRC) a variety of mediated materials
        are available relevant to environmental  quality control subjects.
        This unit is designed to provide the basic information and skills
        needed to select and employ media in support of effective instruc-
        tion.  Among the topics to be covered are the preparation of
        instructional  graphics and overhead transparencies, the operation
        of simple audio-visual  equipment, the location and identification
        of media resources,  and the principles of appropriate media use.


The RESOURCES for this  unit:

        1.  Content Summary
        2.  Reading:  Selecting  Media  for Instruction
        3.  IRIS  Sample  Abstracts

-------
                                                                     120
UNIT TEN:  INSTRUCTIONAL MEDIA AND RELATED RESOURCES
CONTENT SUMMARY
Purposes of Unit

        1)  Using media to complement verbal  instruction
        2)  Practice in public speaking

Principles of Instructional Graphics

        1)  Visual tools of graphics

               -line
               -shape
               -space
               -texture
               -color

        2)  Principles of design

               -simplicity           -balance
               -unity                -appeal
               -emphasis             -functional ism

Equipment Operation

        1)  Overhead projectors
        2)  Slide projectors
        3)  Motion picture projectors

Instructional Uses of Media - guidelines, advantages and disadvantages

        1)  Overhead transparencies
        2)  Slides and filmstrips
        3)  Audiotapes
        4)  Motion pictures
        5)  Instructional television

Media Selection
        1)  Criteria for selecting media

               -cost
               -ease of use
               -flexibility
               -durability

        2)  Criteria applied to types of media
        3)  Selecting an instructional medium

Resource Dissemination Systems

        1)  IRIS
        2)  IRC
        3)  Community resources

-------
                                                                       121
UNIT TEN:  INSTRUCTIONAL MEDIA AND RELATED RESOURCES
LESSON 12 of 15:  MEDIA SELECTION
Reading
                  SELECTING MEDIA FOR INSTRUCTION
     The goal of teaching is to increase the abilities of students.  The
selection of media for this purpose should be based on the efficiency,
effectiveness, and economy of the medium in accomplishing the desired
objective.  These three terms:  efficiency, effectiveness, and economy
refer to the ability of the medium to accomplish the desired task in the
least amount of time, with the maximum level of competency and at the
lowest cost.  To be able to make the best decision as to which medium may
be most appropriate, it is necessary to know something about the charac-
teristics of the various media, their advantages and limitations and their
relative cost to prepare.

     Selection often times ends up being based on the materials presently
available to the teacher or on the basis of the medium we are most com-
fortable with.  The information in this reading will consider the charac-
teristics of the various media and the factors which should be considered
in selection.  It is hoped that this information will provide you with a
basis for selecting the medium which has the greatest potential for
assisting your students in achieving desired objectives.

     Before considering various media individually, it should be pointed
out that no single medium will likely be suitable for accomplishing your
objectives.  A combination of media or multi-media approach recognizes
that different media serve best various instructional purposes and also
that students vary in the type of learning activity which is most appro-
priate for them to learn most efficiently and effectively.  A multi-media
approach to instruction provides alternative resources and alternative
ways of learning.

Photographic Print Series

     A photographic print series consists of sequences of pictures of
drawings and/or photographs of various items, processes, situations, etc.
These photographs may be made in black and white or in color.  Color
prints are considerably more expensive than black and white prints.
Photographic prints series are usually accompanied by explanatory captions,
printed text, or audio-tape material to provide for direction in using
and interpreting the visual  ideas presented.  This type of material lends
itself to individual use as part of a programmed learning activity.

Slide Series

     Photographic slides are perhaps the most common locally produced pro-
jected material  used in instruction.  These slides are ready for use after
they are returned from a film processing laboratory.  Satisfactory slides
can be produced with inexpensive "instamatic" type cameras.   However, for
copy work requiring extreme close-ups and for photographing materials under
extreme light conditions, an adjustable 35mm camera is desirable.   A 35mm
camera with close-up adapter and a copy stand can be purchased for approx-
imately $300 to $400.

-------
                                                                       122
     Many 35mm cameras have built-in exposure meters making them rela-
tively easy to operate whether used for copying or photographing live
subjects.

     Slides are small  and can be easily stored.   The sequences of slides
can be easily changed and new slides added, providing flexibility in
changing and up-dating of slide series.  Unless slides are stored in trays
or magazines, they can become out of sequence or be placed in the projector
backwards or upside down.

     Projection equipment for 35mm slides allows the instructor maximum
flexibility in using this medium.  Using the remote control features, the
instructor can change the slides while making his presentation and even
turn the projector on and off by remote control.  Tape recordings can be
made on either reel-to-reel or cassette tape to accompany a slide series.
Synchronization equipment is available which will permit semi-remote con-
trol projectors to be automatically advanced by an inaudible signal  placed
on the tape.

     This medium can be used with either large or small  groups.  Small,
compact rear-screen viewing equipment now available makes this medium
ideal for small group or individual use with or without a taped narration.

Film Strips

     Thirty-five millimeter filmstrips are similar to slides but, as the
name indicates, are on a strip of film as opposed to individually mounted
slides.  The primary advantage of filmstrips is their compactness and ease
of handling.  Since the pictures are always in order, there is no possi-
bility of wrong positioning.  However, because of the fixed sequence film-
strips do not have the flexibility of slides in terms of rearrangement and
replacement.  Damage to filmstrips resulting from improper handling is
difficult to repair.

     Local production of filmstrips is difficult for the beginner.  Com-
mercially produced filmstrips are usually prepared from enlarged photo-
graphs, drawings, and titles, which are photographed with a 35mm single
frame camera.  Commercial film laboratories will convert your 35mm slides
to a filmstrip.  There are some precautions which need to be taken in doing
this, as part of the slide area will be lost due to differences in the
ratio between a filmstrip frame and the picture area of a slide.  Use of
filmstrips is desirable when a fixed order of pictures needs to be main-
tained.  The reproduction costs of a filmstrip are significantly less than
for slides.

     Filmstrips are generally accompanied by a narration in the form of
captions on individual frames or an audio narration on a disk or tape
recording.  Most filmstrips produced today have an audio narration with
inaudible signal provided on the tape or disk to automatically advance
the filmstrip from frame to frame when used on automatic advance equipment.
In addition to use with regular filmstrip projectors, filmstrips can also
be used with compact filmstrip viewers, some of which also utilize cassette
tapes, making them very useful for independent study.

-------
                                                                       123
Tape Recording

     The development of the compact cassette recorder has made the use of
tape recordings a popular instructional activity because of the ease and
convenience of using this type material.  Although audio materials can be
prepared for group listening, they are commonly now used for individual
listening.  When recorded materials are used by themselves, they are often
combined with printed or projected material for self instruction.  Using
the tape recording as a means of instruction is most advantageous when
the material is designed for individual listening.  The convenience to the
student and the ability to move through the material at a pace which is
most suitable for him makes this a valuable instructional media.

     Local production and duplication of tape recordings is relatively
easy.  High speed cassette copiers can be purchased for less than $1000.
When making recordings for instructional use, there are several things
which should be kept in mind.  It is desirable to write out what you are
going to say (to prepare a script) so that the material is well organized
and has a high degree of continuity.  Materials which are recorded extem-
poraneously usually have large numbers of pauses which are typical of
"live" lectures.  In order to keep the listener actively involved during
the listening activity, it is desirable to have a study guide which
requires the listener to record answers to questions or note important
points made in the recording.  The study guide may also include visual
materials which will assist the listener in interpreting the oral pre-
sentation.  Whenever possible, it is desirable to keep listening activities
to under 30 minutes.

Overhead transparencies

     One of the most popular media used in instruction is the transparency
for use on the overhead projector.  Simple processes for making trans-
parencies, the dramatic effect of the medium (using techniques such as
progressive disclosure and the use of overlays) and light-weight portable
projectors have made this probably the most widely used of all  projected
media.

     The overhead projector is used in the front of the room, allowing the
instructor to face students.   Because the projector can be used in room
light at a moderate level, other activities requiring demonstrations, use
of models, objects, specimens, and photographs can be carried out at the
same time as the transparency is being used.   The transparency allows the
instructor to be an active participant in the presentation.   The instructor
can point to the features on  the transparency, write on it,  or use the
spread techniques of overlays and progressive disclosure to  add impact and
clarity to the presentation.

     There is a wide range of techniques for making transparencies.   Some
require little skill  or training while others require special  equipment
and expertise in photography  and graphics.   In addition to locally produced
transparencies there are many commercially prepared transparencies avail-
able, particularly in the area of science.

-------
                                                                      124


Motion Pictures

     Where motion is essential to the concept being taught, the motion
picture should be considered.  The motion picture also can have a dramatic
impact through the use of documentary film or through film portrayals by
actors and actresses.  Through the use of various filming techniques such
as time-lapse photography, slow motion, close-ups, photomicrography and
animation, it is possible to bring to an instructional situation very
meaningful learning experiences.

     Although there are literally thousands of films available on a wide
variety of topics, you may not find one which will meet your specific
needs.  Production of 16mm films generally requires costly equipment, and
skilled personnel and much money for material and services.  Super 8mm
camera equipment available today makes it possible for a person with little
knowledge of cameras to make good quality 8mm films.  Simple 8mm projectors
are available, many using film cartridges, making this a valuable type of
material for individual or small group use.  Some 8mm cameras available
today will allow you to add sound to your films while they are being made.
Alternately, the sound may be added later.

Television

     Television programs are often made up of a combination of media.
Within the same program, there may be slides, film, photographs, charts,
graphs, etc.  In televison, these media are not ends in themselves, but
rather contributors to the design of an effective television presentation.

     Television bears some similarity to motion pictures in that both
involve motion and sound.  Although studio level  production is complex and
costly, with simple television systems utilizing a single camera, it is
possible to produce effective instructional materials.  With television
the sound and picture are recorded simultaneously in synchronizaton which
is difficult to do with motion pictures.  The ability to view immediately
what was recorded is an important advantage of television.  If necessary,
the program can be erased and re-recorded.  Portable cameras and video
tape recorders make it possible to produce television programs at almost
any location.  The cost and size of color television cameras has been
reduced significantly making possible a wider range of uses for television.
The video cassette has made the operation of video tape recorders as simple
as the operation of the audio cassette recorder.

     In the past, television has been considered a medium of instruction
which was most appropriate for reaching large groups.  With the ease of
locally producing television programs with simple television systems and
the development of the video cassette, greater consideration is being given
to individual study carrel facilities.

     On the following pages is a table summarizing the characteristics of
the various media which have been considered.  This table can serve as a
reference in considering the advantages and limitations of each medium.

-------
                                               Table  No.  1
                  Summary of Characteristics  of Educational  Media  Materials
MATERIAL
           ADVANTAGES
          LIMITATIONS
Photographic
print series
1.   Use is  self-paced                     1.
2.   No equipment  is  required              2,
3.   Sequence and  selection  are  flexible
    Not adaptable for large groups
    Require photographic skills, equipment,
    and darkroom for preparation
    Easily damaged through excessive or
    careless handling
Slide series
1.   May be adapted  for  large  group
    or individual use
2.   Result in colorful,  realistic
    reproductions of original  subjects
3.   Easily revised  and  up-dated
4.   Easily handled, stored, and rear-
    ranged for various  uses
5.   Can be combined with taped narra-
    tion for greater effectiveness
6.   Equipment is light-weight and
    portable
1.  Require some skill in photography
2.  Require special equipment for close-up
    photography and copying
3.  Can get out of sequence and be projected
    incorrectly if slides are handled
    individually
Filmstrips
1.  Are useful  for groups or individuals 1.
2.  Compact, easily handled, and always  2.
    in proper sequence
3.  Can be supplemented with captions or
    recordings
4.  Inexpensive
5.  Equipment is light-weight and portable
    Cannot easily be prepared locally
    Permanent sequence cannot be rearranged
    or revised
                                                                                                                 ro
                                                                                                                 CJ1

-------
MATERIAL
             ADVANTAGES
         LIMITATIONS
Recordings
1.  Easy to prepare
2.  Can provide applications in most
    subject areas
3.  Equipment is compact, portable,
    easy to operate
4.  Flexible and adaptable as either
    individual elements of instruction
    or in correlation with programmed
    materials
5.  Duplication easy and economical
1.  Have a tendency for overuse, as  lecture
    or oral textbook reading
2.  Fixed rate of information flow
3.  Limited attention span of learners
    requires brief presentations (no more
    than 30 minutes)
4.  Need some printed accompaniment  such as
    users' guide
Overhead
transparencies
1.  Can present information in sys-
    tematic, developmental  sequences
2.  Use simple-to-operate projector
    with presentation rate controlled
    by instructor
3.  Can be prepared by variety of
    simple, inexpensive methods
4.  Particularly useful with large
    groups
5.  Can be combined with other media in
    a presentation
                                                             2.
                                                             3.
    Require special equipment, facilities,
    and skills for more advanced preparation
    methods
    Difficult to store
    Easily damaged or destroyed
Motion pictures
1.  Particularly useful  in describing
    motion, showing relationships, or
    providing dramatic impact
2.  Are useful with groups of all  sizes
    and with individuals
3.  8mm film reduces cost for materials
    and services
4.  Sound is easily added to magnetic
    film
1.  Fairly expensive to prepare or purchase
2.  Production equipment requires special
    training to use
3.  Equipment rapidly becomes obsolete
                                                                                                                  ro

-------
MATERIAL
             ADVANTAGES
     LIMITATIONS
Motion pictures
(con't)
5.   Insure a consistency in presentation
    of material
Television
1.  Permits use of motion                1.
2.  Permits use of many media during     2.
    program
3.  Permits normally unavailable         3,
    resources to be presented
4.  Playback capability of video
    recording permits analysis of
    on-the-spot action
5.  Adaptable for use with groups or
    individuals
Equipment is expensive and cumbersome
Special training needed to operate
equipment
Production costs are high
                                                                                                                  ro

-------
                                                                      129
UNIT TEN:   INSTRUCTIONAL MEDIA AND RELATED  RESOURCES
LESSON 13 of 15:   INTRODUCTION TO IRIS

IRIS Sample Abstract


                         Entry in IRIS  Only
  EW003821

  PUBLICATION DATE:   [78]

  TITLE:  WPCF Wastewater Treatment Plant Operator Training  Program,
  Intermediate Course:   Student Workbook, Vol.  A,  Parts  1  and  2.

  INSTITUTION NAME:   Water Pollution Control  Federation

  AVAILABLE FROM:   Water Pollution Control  Federation,
  2626 Pennsylvania Ave.,  Washington, D.  C.  20037

  DESCRIPTOR:  *Activated Sludge;  Audiovisual Aids;  Certification;
               Clarification (Wastewater);  Environmental  Technicians;
               instructional Materials;  Job Skills;  Operations
               (Wastewater);  Pollution;  *Post Secondary  Education;
               *Wastewater Collection; *Wastewater Treatment;
               Water Pollution Control

  DESCRIPTIVE NOTE:   244 pages.  Course  Materials:   35 mm  slides  (340),
  9 tape cassettes,  administrator handbook,  carrying case, and student
  workbook (parts  1  and 2) -order no. E0291, $400.00; student  workbook
  only - order no.  E0292,  $4.50; other volumes:  EW003822  and  EW003823

     This document is one in  a series of self-instructional  workbooks
  for training wastewater treatment plant operators  in the basic
  functions of facility operation.  The  workbook contains  a  pre-  and
  post-test questionnaire for each unit  as well as self-tests  as  interim
  guides.  The units discussed in the volume are a general introduction,
  the community wastewater system, pre-treatment,  clarification,  and
  activated sludge.   (CS)

-------
                                                                      130
UNIT TEN:   INSTRUCTIONAL MEDIA AND RELATED RESOURCES
LESSON 13  of 15:   INTRODUCTION TO IRIS

IRIS Sample Abstract

                       Entry in IRIS  and ERIC


  EW003836                 EDI 57796

  PUBLICATION DATE:   [71]

  TITLE:   A Guide to the Common Diatoms  at Water Pollution  Surveillance
  System Stations.

  PERSONAL AUTHOR:   Weber,  Cornelius  I.

 1 INSTITUTION CODE:   BBB06755

 : INSTITUTION NAME:   Environmental  Protection  Agency
  Cincinnati, Ohio

  AVAILABLE FROM:   EDRS Price MF-$0.83   HC-$6.01  PLUS  POSTAGE

  DESCRIPTOR:  Biology; Environment;  instructional Materials;
               *Microbiology; *Plant  Identification; Post
               Secondary Education; Science Education;
               *Taxonomy; *Water Pollution Control; Water
               Resources; *Diatoms

  DESCRIPTIVE NOTE:   107 pages; Graphs may not reproduce well

  ISSUE:   RIE DEC 78

     This  guide was  developed by the  United States Environmental
  Protection Agency  (EPA) as a taxonomic reference for  the  identification
  of diatoms.  The  taxonomic information included consists  of a  generic
  key to the common  genera  of diatoms, a section illustrating 164  diatom
  species  representing 43 common genera  found  at the Water  Pollution
  Surveillance System (WPSS) stations, and an  alphabetical  list  of the
  genera included in this publication.   Related information includes
  collection and  slide preparation  procedures, a description of  the
  structure of the  diatom cell wall,  and a glossary of  terms used  in
  diatom taxonomy.   Also included is  a map of  the WPSS  station locations
  in the United States and  charts indicating the four most  abundant
  diatom species  at  these WPSS stations.  No information is given  on
  the ecology of  diatoms.   (MR)

-------
                                                                       131
                   BASIC INSTRUCTIONAL TECHNOLOGY

            PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT ELEVEN
CLASSROOM MANAGEMENT

Estimated time for unit - One hour
The CONTENT of this unit:

        This unit introduces variables in the physical and interpersonal
        environment that the instructor should consider in planning a class.
        Techniques for managing the class and maintaining attention are
        also described.
The OBJECTIVES of this unit:

        In this unit you will learn to:

        -identify various important variables in the physical  and inter-
         personal environment of the classroom and predict their impact on
         instructional effectiveness.
        -Describe and give examples of basic techniques for classroom manage-
         ment and maintaining attention.


The PURPOSE of this unit:

        No matter how well-planned and prepared the instruction is,  failure
        to consider and control  certain variables in the classroom environ-
        ment can severely lessen the effectiveness of that instruction.


The RESOURCES for this unit:

        1. Content Summary

-------
                                                                       132
UNIT ELEVEN:  CLASSROOM MANAGEMENT
CONTENT SUMMARY
There are two major kinds of environmental influences on the effectiveness
of instructional communication:

        1. physical environment - the setting for the instruction

        2. psychological environment - the learner's attitudes and dispo-
           sitions towards the instruction or the setting


Considerations when planning instruction include:

        -selection of methods and media
        -rewards
        -class schedule
        -degree of formality


Techniques for managing class and maintaining attention include:

        -beginning with overview
        -noting progress
        -directing attention
        -maintaining participation
        -maintaining appropriate pace and variety
        -moving around classroom
        -counseling problem students
        -treating all students equally

-------
                                                                        133
                   BASIC INSTRUCTIONAL TECHNOLOGY

            PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT TWELVE
DEVELOPMENT OF SECOND PRESENTATIONS

Estimated time for unit - Three hours
The CONTENT of this unit:

        Unit Twelve gives participants an opportunity to apply many of the
        skills they have learned throughout the workshop.   Each participant
        defines the objectives, develops evaluation items, and designs the
        instruction for a fifteen minute lesson.  These lessons will be
        presented and evaluated as part of Unit Thirteen activities.


The OBJECTIVES of this unit:

        By the end of the unit you will have used the Instructional Package
        Worksheet to prepare a presentation on one lesson  on a selected area
        of this workshop.  You will work from your own notes and information
        supplied by the instructor to prepare this lesson.  During Unit
        Thirteen you will be evaluated on your actual instructional presen-
        tation.
The PURPOSE of this unit:

        Quite simply,  this unit is intended to provide you with further prac-
        tice in applying the various concepts and skills  you learned from
        preceding units.


The RESOURCES for this  unit;

        1.  Blank IPW

-------
                                                                       134





                  INSTRUCTIONAL  PACKAGE  WORKSHEET
CURRICULUM:



COURSE:



UNIT:



LESSON:



Estimated time:








Entering competencies








Objective



              Behavior



            Conditions



Acceptable Performance








Justification







Evaluation Acti vi ties







Resources








Instructional Approach

-------
                                                                       135
                   BASIC INSTRUCTIONAL TECHNOLOGY

            PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT THIRTEEN
WORKSHOP SUMMARY

Estimated time for unit - Five hours
The CONTENT of this unit:

        This unit is intended as a review and summary of the basic instruc-
        tional technology subjects covered in this workshop.  Presentations
        will be given on the following topics:

             The Systematic Approach to Training
             Problem Analysis
             Task Analysis
             Defining Objectives
             Evaluation Techniques
             Instructional Methods Selection
             Rules for Effective Instruction
             Media Selection
             IRIS
             Principles of Public Speaking
             Classroom Management


The OBJECTIVE of this unit:

        Aside from being a general review, specific objectives for each lesson
        will be developed by workshop participants.


The PURPOSE of this unit:

        It will enable you to reinforce your understanding of instructional
        technology subjects while providing an opportunity to practice your
        presentation skills.

-------
                                                                       137
                   BASIC INSTRUCTIONAL TECHNOLOGY

            PARTICIPANT REFERENCE MANUAL - UNIT OVERVIEW
UNIT FOURTEEN
EVALUATION AND CONCLUSION

Estimated time for unit - One hour thirty minutes
        As the conclusion to the workshop, this unit provides participants
        with an opportunity to receive feedback on their understanding of
        the major subject areas.  Participants are also asked to provide
        the instructor with feedback on the strengths and weaknesses of
        the workshop itself.

-------
                                                 139
PLANNING FORMS AND WORKSHEETS

-------
                                                                140
                  PROBLEM DEFINITION  WORKSHEET

 (1) Something has caused you to suspect a personnel performance  problem.
    What is it?  Describe the problem briefly  in the space  below.
 (2) Identify the specific employees by job or position title  (not name)
    that are involved in or affected by the problem described above.
 (3) What are the characteristics of this problem?
    following items as seem relevant.
                          Check as many  of  the
  _new people have
   been hired

  jexperienced people
   have new tasks or
   responsibilities
  jiew equipment,
   facilities or tech-
   nology is being
   used
  _new information
   exists
  _output of work is
   low
	people cannot per-
   form a task
   effectively
	people do not know
   how to perform a
   task
          B
	undesirable atti-
   tudes toward work
   are present
	people do not seem
   to want to work
   there are no rewards
   for doing well
  jemployees provide
   poor service
	people feel that
   getting job done is
   not worth the effort

	employees  rarely re-
   ceive feedback on
   their performance

	employees are
   punished for poor
   performance
   _everything takes too
   "long
   _there is not enough
   "time to do the work
  jequipment frequently
   does not work
   or breaks down often
  _supplies sometimes
   run out
  _new management or
   management policy
   exists
	employees  rarely  talk
   to their superiors


	weak or inefficient
   management is
   apparent

	people frequently
   seem to have nothing
   to do

-------
                                                                141
(4) In which of the columns  (Step  3)  are  most  of the  items you  checked
    located?

            	A?           	B?         	C?


    If A,  you appear to have a problem where employees  lack  skill  or
    knowledge.
    If B,  the immediate indications are that there  is a motivation or
    incentive problem.

    If C,  it is likely  that  you  are faced with an environmental  problem.
    (Something  in the work setting is preventing people from performing
    effectively.)


(5) At this point,  it is helpful to summarize  the information gained in
    the previous steps.   You should now be able to  describe  your problem
    in terms of WHO is  affected  (Step 2), WHAT is involved  (Step 3), and
    WHY (Step 4").  (You may  also want to  gather some  further information
    about  the specific  nature of the  problem at this  point in order to
    develop more specific answers to  the  WHO,  WHAT, and WHY  questions.)

    Write  a clear summary of the problem  in the following format:

        WHO

        WHAT

        WHY

    (If a  variety of different jobs are affected by or  involved  in this
    problem, it may be  useful to construct separate problem  statements
    for each.)


(6) Is a training program a  relevant  solution  to the  specific problem
    defined above?   Consider the following points as  appropriate to the
    identified  cause of the  problem (Step 4).

        -If you identified your  problem as involving  an employee lack of
        skill  or knowledge,  you may want to consider a training program.

        -If you decided that you have a motivation  or incentive  problem,
        you may want to discuss the  situation with others to insure that
        this problem lends  itself to a training solution.   (Many  times
        a change in organizational policy or  management procedures is a
        more effective solution.)

        -If the problem seems to involve  something  in the work  environ-
        ment,  it is rather  unlikely  that a training  program is  a  relevant

-------
                                                               142
         solution.   (Investigate the situation further and consider
         direct  changes  in the work setting.)

    Does  a  training  program represent a  relevant solution to your  problem?

       	Yes        	No

    What  other kinds of  actions might be taken to address the problem  in
    combination  with or  instead of a training program?

       Additional strategies:
(7)  If you  are  still  certain that some  form  of  training  program  is  called
    for,  proceed  to analyze the training  need for  such a program using
    the Job Task  Summary Sheet.  Separate Job Task Summary  Sheets must  be
    completed for each job to be the  subject of training.

-------
                                                                        143
                           JOB  TASK SUMMARY  SHEET
A. Job Title
   1. Describe the job in  terms of its  major duties  (2-4).
      A)

      B)
      C)

      D)
   2. Which duties are most relevant to the problem identified in the Problem
      Definition Worksheet?  Circle the relevant items on the list above.

B. For each duty chosen as  relevant to the identified problem, prepare a list
   of the specific tasks which make up the activities of that duty.  (Use
   additional pages if necessary to describe other duties/tasks.)
   DUTY
      TASKS 1)

            2)

            3)

            4)

            5)

            6)

            7)
   DUTY
      TASKS 1)

            2)

            3)

            4)
            5)

            6)

            7)
C. Should all of the tasks under each duty be considered as subjects for
   training programs?  Circle all the tasks which require training attention,
   given your definition of the problem.  (In deciding whether a specific
   task should be the subject of a training program, consider its relative
   importance, frequency of performance, and overall difficulty.)

D. Complete a Task Detailing Sheet for each task to be considered as the
   focus of a training activity.

-------
                           TASK DETAILING SHEET
144
A. Write Job Title

B. Write Task 	
Complete steps  C -  F  in  the  space  below.

C. List the specific  steps required  to  perform the task.
D. Check each step  which needs  to  be taught.
E. Indicate whether the  checked steps primarily involve cognitive,  affective,
   or psychomotor behavior.
F. For a cognitive  behavior,  indicate the  appropriate level  of performance:
         Knowledge  -  ability  to recall  information or procedures
         Comprehension - ability to  explain  information or procedures
         Application  - ability  to  use information or procedures to  do
                      something
         Problem Solving - ability to develop new information  or  procedures
C
Steps Required to Perform Task
0)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
01)
02)
D
Needs
to be
Taught












E
Type of Behavior:
Cognitive, Affec-
tive, Psychomotor












F
Level of
Cognitive
Behavior:
Know. , Comp. ,
Appl. , P. S.













-------
                                                                     145
                       LESSON PLANNING FORM
Job Title      	Task_
                                            Step_
Type and Level of Behavior	
(as appropriate)
1)  Instructional Objective:
      Audience   	
      Behavior
      Conditions
      Acceptable
      Performance"
2)  Entering Competencies:
3)  Evaluation Activities:
4)  Instructional  Methods:  Using the Instructional Methods Selection
    Table for guidance, choose the method or methods most suitable for
    reaching the objective and describe how it will be used.
    METHOD(S)	
5)  Instructional  Media.   Use the Media Selection Table to guide your
    choice of media for use in instruction.   List all that apply.
    Appropriate Category of Media    Specific Medium & Title Available
6)  Sequence Of Instructional  Activities.   Outline the specific activities
    which comprise the instructional approach.
    1.	
    2.	
    3.

-------
                                          INSTRUCTIONAL METHODS SELECTION TABLE
     ^Instructional
           Method
Types of
Behavior
       LECTURE
      DEMONSTRATION
   GUIDED  DISCUSSION
 ADAPTIVE INSTRUCTION*
  COGNITIVE,
  Knowledge
  COGNITIVE,
  Comprehension
  COGNITIVE,
  Application
  COGNITIVE,
  Problem-
   Solving
  PSYCHOMOTOR
  AFFECTIVE
   Appropriate for
    teaching facts
                       Appropriate
   Appropriate for
initial  presentation
      of rules
     Generally
     not useful
  Useful  only  in
   support  of  a
  demonstration
Usually not effective
for motivating trainees
or changing attitudes
about something
       Generally
       not useful
                         Useful  as  a supportive
                          method to reinforce
                             concept-using
Most appropriate method
for teaching rule-using
      Useful  for
   problem-solving
     Instruction
   Live or simulated
  demonstrations  are
  the most effective
  method for teaching
     motor skills
    Modelling and
  simulations are
    useful  for
 forming attitudes
      Generally
      not useful
                                Generally
                                not useful
      Generally
      not useful
  Useful and appro-
 priate for developing
   problem-solving
       skills
                                                                           Generally
                                                                           not  useful
  Group activities
such as role-playing
  are often useful
    for attitude
    formation
Useful and appropriate
for conveying factual
    information
                             Appropriate
  Appropriate for
initial  presentation
      of rules
Exercises are useful
    for teaching
   problem-solving
                             Useful only
                          in support of a
                           demonstration
   Generally
   not useful

-------
                                                 MEDIA SELECTION TABLE
Types of Behavior

 COGNITIVE


  Knowledge

  Comprehension

  Application

  Problem-Solving



 PSYCHOMOTOR
 AFFECTIVE
      OBJECTS
Especially useful
 with demonstra-
 tions.
Can be used to teach
 -recognition and
  discrimination
 -rules, principles
  or sequential
  steps.
Useful for teaching
 and trainee prac-
 tice of perfor-
 mance in manipu-
 lating tools and
 equipment.
Especially appro-
 priate for on-the-
 job training.
People can be used
 to demonstrate
 physical actions.
Limited application.
May be useful if the
 object is the
 focus of the
 desired attitude
 formation.
           Categories of Media

  STILL PICTURES       MOVING PICTURES
                        AUDIO MEDIA
                     WRITTEN MATERIALS
Very useful for all
 levels of cogni-
 tive instruction.
Can highlight stress
 concepts by dis-
 playing words,
 lists of steps,
 pictures and pic-
 torial segments.
Can provide visual
 cues.
Little application.
Can portray static
 positions of
 moving persons or
 objects.
Limited application
Slides in combina-
 tion with audio
 materials may
 influence attitude
 formation.
Useful for showing
 content not other-
 wise easily
 brought into the
 training situa-
 tion.
Usually too costly
 for presenting
 still visuals
 and/or narrative
 audio.
Very useful.
Can be used to:
 -model skills
  requiring motion
 -slow motion for
  close examination
 -provide visual
  feedback of stu-
  dent performance
 -demonstrate pro-
  cesses which take
  place over an
  extended time
  period.	
Excellent for influ-
 encing attitudes.
Special effects and
 other visual tech-
 niques are espec-
 ially useful for
 presenting affective
 material.
May have their
 greatest use when
 in conjunction
 with printed
 matter or pro-
 jected visuals.
Useful if sounds
 of machines,
 alarms, etc. must
 be learned.
Inexpensive.
Recorded audio
 materials gener-
 ally useful in
 training only when
 demonstrating
 speech or hearing-
 related skills.
Limited application.
Possibly useful for
 establishing moods
 or attitudes with
 background music,
 special sounds, or
 unique narration.
May be used with
 slides to influence
 attitude formation.
Excellent media for
 all levels of
 cognitive instruc-
 tion.
Relatively inex-
 pensive, printed
 materials allow
 for self-pacing.
Can be used effec-
 tively with sti11
 pictures and
 audio materials.
Limited application,
 since motion is
 difficult to re-
 present.
One important use
 is procedure
 guides or check-
 lists for skills
 performance.
Very little applica
 tion for training
 materials.

-------
                                                                  148





                 INSTRUCTIONAL PACKAGE WORKSHEET
CURRICULUM:



COURSE:



UNIT:



LESSON:



Estimated time:








Entering competencies








Objective



              Behavior



            Conditions



Acceptable Performance








Justification








Evaluation Activities







Resources








Instructional Approach

-------
                                                                   149
                             REFERENCES
Butler, E. C.  Instructional systems development for vocational  and
     technical training.Englewood Cliffs,  NJ:Educational  Techno!ogy,
     1972.

Gagne, R. M. and Briggs, L. J.  Principles of Instructional  design.
     New York:  Holt, Rinehart, and Winston, 1974.

Gerlach, V. S. and Ely, D. P.  Teaching and media:   a systematic approach.
     Englewood Cliffs, NJ:  Prentice-Hall, 1971.

Gronlund, N. E.  Preparing criterion-referenced  tests for classroom
     instruction.  New York:  Macmillan, 1973.

Gronlund, N. E.  Stating behavioral objectives for  classroom  instruction.
     New York:  Macmillan, 1970.

Harless, J. H.  An ounce of analysis (is worth a pound of objectives).
     McLean, VA:  Harless Performance Guild, Inc.,  1975.

Kemp, J. E.  Planning and producing audio-visual  materials.   New York:
     Crowell, 1975.

Mager, R. F.  Preparing instructional objectives.   Belmont,  CA:   Fearon
     Publishers, 1962.

Mager, R. F. and Beach, K. M., Jr.   Developing vocational instruction.
     Belmont, CA:  Fearon Publishers, 1967.

Mager, R. F. and Pipe, P.  Analyzing performance problems (or 'you really
     oughta wanna').   Belmont, CA:   Fearon Publishers, 1970.

Popham, W. J. Criterion-referenced  measurement.   Englewood Cliffs, NJ:
     Prentice-Hall, 1978.

Popham, W. J. and Baker, E. L.  Systematic instruction.   Englewood Cliffs,
     NJ:  Prentice-Hall, 1970.

-------
                                                                       151
                              GLOSSARY
Adaptive Instruction - to adapt instruction to individual  needs,  goals,
          learning materials and/or instructional  methods  and techniques
          especially chosen to suit a particular student or group of students

Affective Learning - a type of learning which emphasizes development of
          interests, attitudes, and values

Check List - a list of skills or tasks which the trainee is expected to  demon-
          strate in the satisfactory performance of a job,  behavior, etc.

Cognitive Learning - a type of learning which emphasizes intellectual  pro-
          cesses.  The four levels of cognitive learning are Knowledge,
          Understanding, Application, and Problem-Solving

Demonstration - showing, as opposed to telling, how to do  something by mani-
          pulating appropriate materials and equipment

Entering Competencies - skills and knowledge that trainees  must possess  before
          they are ready to learn the behavior specified in the objective

Evaluation - the systematic process of collecting, analyzing, and preparing
          information for the purposes of decision-making.   The functions
          of evaluation in training programs are to determine existing capa-
          bilities of employees, to provide feedback to trainees  during
          instructional activities, to provide opportunities for trainees  to
          practice using a new skill and to determine (or  certify)  the prepara-
          tion of a trainee to do a particular job

Guided Discussion - a sharing of ideas and opinions in order to arrive at  a
          mutually acceptable decision or solution to a problem

Instructional Approach - the sequence of activities which  an instructor  uses
          to teach a lesson

Instructional Design - the systematic process of specifying the goals  and
          means of instruction.  Included are the  stages of objectives speci-
          fication, evaluation design, method selection, and lesson planning

Instructional Method - how content is taught

Instructional Objective - a statement that describes an intended  outcome of
          instruction.  It describes a proposed change in  a learner and  gives
          a description of a specific behavior or performance

IPW (Instructional Package Worksheet) - describes  in detail  and in  order what
          must be done in order to teach a single  objective

IRIS (Instructional  Resources  Information System)  - is  an automated informa-
          tion system managed by EPA Information Dissemination Project which
          acquires, reviews, indexes and announces both print and non-print
          instructional materials

-------
                                                                   153
Job - the occupational  title or position held by an employee

Job Description - a statement(s) outlining areas of responsibility (duties)
          of a given position

Lecture - uninterrupted speech by which one presents information to others

Lesson - instruction which (usually)  encompasses a single instructional
          objective.  A set of lessons on related objectives comprise a
          unit

Lesson Planning Form - a standardized format on which a lesson is planned

Media - means or methods of presenting information aurally and/or visually

Problem - a discrepancy or deficiency between the way things are and the
          way things ought to be

Psychomotor Learning - a type of learning which emphasizes physical movements
          requiring agility, speed, precision, or co-ordination

Rating Scale - a list of skills or tasks, but with each so carefully defined
          as to permit the evaluator to judge the relative quality of the
          performance

Resources - anything an instructor or trainee uses during instruction as a
          resource

Tasks - is one of the skills or operations which belong to a specific area
          of responsibility.  Each task usually consists of specific and
          distinct steps for its completion

Task Analysis - the act of dividing a duty into all of its components.   It
          results in a list of everything an employee must do to advance the
          work to completion

Unit - instruction on a set of related objectives, each of which is taught
          in a single lesson

-------