LRMDSGuidelines
LRMDSGuidelines
Strengthening
Implementation of
Visayas
Education
G P
UIDELINES AND ROCESSES
EVALUATION
VERSION: FINAL DRAFT 1.0
DATE: MARCH, 2009
Amendment History
Date Issue Comment Person
4 Dec 2008 V0.1 Draft Guidelines & process for LRMDS S Atkins
Assessment & Evaluation system
15 Dec 2008 V0.2 Integrate A and E writeshop outputs into C3 team & S
document Atkins
18 Dec 2008 V0.3 Review SA and CL
05 Jan 2009 V0.4 Review and edit SA and CL
06 Feb 2009 V0.5 Change of template titles, update of SA and CL
evaluation instruments. Alignment with Dev
and Prod System.
19 Feb 2009 V0.6 Additional instructions for planning C3 Team, SA and
evaluations, flowcharts and update of CL
criteria indicators.
26 Feb 2009 V0.7 Additions of specifications and references SA
and final edit
15 March V1.0 Final DRAFT for submission to EDPITAF SA, CL and
STRIVE C3 Team
R6,7,8. STRIVE
TL.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 i
Approvals
Name/Position Signature Date
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 ii
TABLE OF CONTENTS GUIDELINES AND PROCESSES FOR LRMDS ASSESSMENT &
EVALUATION .................. I VERSION: FINAL DRAFT
1.0 .................................................................................................... I 1
INTRODUCTION ............................................................................................................. 6 2 LRMDS
ASSESSMENT AND EVALUATION SYSTEM ................................................. 6
2.1 Assessment and Evaluation Personnel ................................................................................6
2.2 Assessment and evaluation of LR, TR and PDM needs ......................................................7
2.2.1 Identifying Learning, Teaching and Professional Development Resource Needs 7
2.2.2 Process Overview ............................................................................................ 7
2.3 Evaluation of existing DepED and/or Foreign Assistance Program (FAP) resources for
Reproduction and or Cataloguing in LRMDS .......................................................................9
2.3.1 Overview .......................................................................................................... 9
2.3.2 Process ............................................................................................................ 9
2.3.3 Evaluation of resources .................................................................................... 9
2.3.4 Reproduction of evaluated resources in existing format ................................ 10
2.4 Evaluation of existing DepED or Foreign Assisted Project Resources for 2.5
Evaluation of teacher developed materials ........................................................................12 2.6
Evaluation of Online Resources and Sites for Cataloguing in LRMDS ...........................14
Redevelopment .....................................................................................................................11
2.5.1 Evaluation of teacher developed resources ................................................... 14
2.7 Evaluation of new (commercial) learning resources for acquisition/procurement ........16
2.7.1 Evaluation of new (commercial) learning, teaching and professional development resources
for procurement .............................................................................................. 17
3 LRMDS CATALOGUE SYSTEM OVERVIEW .............................................................. 20 4 LRMDS
SCHOOL LEARNING RESOURCE PLAN ..................................................... 20
4.1 Introduction ...........................................................................................................................20
4.2 Identifying Learning and Teaching Resource Needs ........................................................20
4.3 Process Overview .................................................................................................................20
4.3.1 SIP and AIP Process ...................................................................................... 22
4.3.2 School Report Card ........................................................................................ 23
4.3.3 Determining the learning and teaching resource requirements. .................... 25
4.4 Developing the School LR
Plan ...........................................................................................26 4.5 Annual Adjustments to
the School LR Plan .......................................................................27
4.4.1 Resource Generation and Mobilization .......................................................... 26
4.6 Division and Region LR Assistance Planning ...................................................................32 5
EVALUATION PLANNING ............................................................................................ 35
5.1 Introduction ...........................................................................................................................35
5.2 Using the Evaluation template .............................................................................................35
5.3 Evaluation Plan Completion Guidelines .............................................................................35
5.3.1 Purpose .......................................................................................................... 35
5.3.2 Audience ........................................................................................................ 35
5.3.3 Decisions ........................................................................................................ 35
5.3.4 Methods ......................................................................................................... 35
5.3.5 Request Brief ................................................................................................. 36
5.3.6 Evaluators ...................................................................................................... 36
5.3.7 Instrumentation .............................................................................................. 36
5.3.8 Limitations ...................................................................................................... 36
5.3.9 Timeline .......................................................................................................... 36
5.3.10 Budget ............................................................................................................ 36
5.3.11 Evaluation Report ........................................................................................... 36
5.4 Evaluation Plan Template ....................................................................................................37
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 iii
6 EVALUATION INSTRUMENTS .................................................................................... 38
6.1 LRMDS Specification and Guidelines for Intellectual Property Rights
Management ....39 6.2 LRMDS Educational Soundness General Evaluation
Checklist .......................................44
6.1.1 Guidelines and checklist to support Intellectual Property Rights Management39
6.3 Educational Quality Evaluation Guidelines ........................................................................48
6.3.1 DepED owned or copyright resources ........................................................... 48
6.3.2 Non-DepED owned resources ....................................................................... 48
6.3.3 Selecting Evaluators ...................................................................................... 48
6.3.4 Educational Quality Evaluation ....................................................................... 49
6.3.5 Evaluation Report Submission ....................................................................... 50
6.4 Evaluation Rating Sheet for PRINT
Resources ..................................................................51 6.5 Evaluation Rating Sheet for
Charts, Posters, Drill / Flash Cards and Manipulatives. ...59
6.4.1 Descriptors for Factors 1 to 4 of the Evaluation Rating Sheet PRINT Resources 55
6.5.1 Descriptors for Factors A to C of the Evaluation Rating Sheet for Charts, Posters, Drill / Flash
Cards and Manipulatives ................................................................................ 63
6.6 Evaluation Rating Sheet for Non-Print
Materials ...............................................................66 6.7 Evaluation Rating Sheet for General
Reference Materials ...............................................76
6.6.1 Descriptors for Factors A to D Evaluation Rating Sheet for Non-Print Materials71
6.8 Social Content Guidelines ...................................................................................................78
6.9 Technical Evaluation Guidelines and Checklist: ...............................................................80
6.9.1 A-F Usability Characteristics .......................................................................... 80
6.9.2 G. Interoperability: Technical format .............................................................. 83
6.9.3 H. Technical formats for offline digital resources ........................................... 84
7 EVALUATING ONLINE SITES AND RESOURCES FOR CATALOGUING ................ 85
7.1 Online Site Evaluation Rubrics ............................................................................................87
8 LRMDS REQUEST BRIEF ........................................................................................... 89 8.1.1
Purpose .......................................................................................................... 89
8.1.2 Check all the Services Requested ................................................................. 89
8.1.3 General Description of the resource .............................................................. 90
8.1.4 Context in which the resource is intended to be used .................................... 91
8.1.5 Suggestions for redesign and development of an existing resource ............. 91
8.1.6 Professional Development Resource ............................................................. 92
9 REFERENCES .............................................................................................................. 94 10
APPENDICES ............................................................................................................... 95
10.1 LRMDS Educational Soundness Specification ..................................................................96
10.2 LRMDS Technical Specification for learning, teaching and professional development
10.3 LRMDS Intellectual Property Rights Management
Specification ...................................115
resources .............................................................................................................................105
10.4 LRMDS Accessibility Specification ...................................................................................124
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 iv
Glossary of Terms
AIP Annual Implementation Plan
ALS Alternative Learning System
BESRA Basic Education Sector Reform Agenda
BALS Bureau Alternative Learning Systems
BEE Bureau Elementary Education
BSE Bureau Secondary Education
DEPD Division Education Development Plan
DepED Philippines Department of Education
ICT Information Communication Technology
IMCS Instructional Materials Commission Secretariat
INSET In-Service Education and Training
IP Indigenous People
IPR Intellectual Property Rights
LGU Local Government Unit
LR Learning Resource
LRAP Learning Resource Assistance Plan
LRM Learning Resource Materials
LRMDS Learning Resource Management and Development System
MOOE Maintenance and Other Operating Expenses
NCBTS National Competency Based Teacher Standards
NEAP National Educators’ Academy of the Philippines
NGO Non-Government Organization
PDM Professional Development Material
PTCA Parents, Teachers and Community Association
QA Quality Assurance
REDP Regional Education Development Plan
SBM School Based Management
SEF Special Education Fund
SGC School Governing Council
SIP School Implementation Plan
SOBE Support Options for Basic Education
SOBEF Support Options for Basic Education Fund
SRC School Report Card
TR Teacher Resource
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 5
1 Introduction
The Learning Resources Management and Development System (LRMDS) comprises four
integrated sub-systems designed to support increased distribution and access to learning, teaching
and professional development resources at the Region, Division and School/Cluster levels of
DepED.
The LRMDS provides access to quality resources from the Regions, Divisions, Cluster/School
level: including,
• information on quantity and quality and location of textbooks and supplementary
materials, and cultural expertise,
• access to learning, teaching and professional development resources in digital
format and locates resources in print format and hard copy,
• standards, specifications and guidelines for:
• assessing & evaluating,
• acquiring & harvesting,
• modification, development and production, • storage and maintenance, and;
• publication and delivery.
The LRMDS also comprises a web based catalogue and online repository of learning, teaching and
professional development resources. It functions as a clearinghouse. That is, the LRMDS provides
information about the location of resources (hardcopy and softcopy) and allows users of the system
to access directly digitized versions of resources that are published and stored within the LRMDS
repository. It is also a quality assurance system providing support to DepED Regions, Divisions and
Schools in the selection and acquisition of quality digital and non-digital resources in response to
identified local educational needs.
The LRMDS is more fully described in the LRMDS Framework v1.0.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 6
If and when a large scale evaluation is required extra evaluators may need to be recruited from
across the Region to participate in the specific evaluation event. Such an event may require
payment of recruited individuals.
Refer to Section 6.3.3 Selecting Evaluators for attributes of Evaluators for print and non-print
resources.
NOTE: The 2008, IMCS Supplementary Materials Evaluation process is followed when a call to
publishers for submission of supplementary print or non-print resources is required.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 7
• recommendations for development and production of new resources by the Region
LRMDS.
The Region Learning Resource Committee reviews and consolidates the LR Assistance Plans of
the DEPD and develops a Regional Education Development Plan (REDP) to support procurement
and production of LR/TR/PDM for distribution and inclusion in the LRMDS. The LR Assistance Plan
identifies areas of need and proposes sources of support. This might include:
• procurement of resources as per IMCS Supplementary lists of approved materials for
distribution region-wide,
• call to publishers for supplementary resources,
• recommendations for reproduction of existing LR/TR/PDM by the Region,
• recommendations for modification of existing resources,
• recommendations for development and production of new resources by the Region
LRMDS, and;
• requests for funds to support acquisition of LR, TR, PDM from Central office.
See Diagram 1.
Diagram 1. Assessment and evaluation of LR, TR & PDM needs at each level
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 8
The final list of LR/TR/PDM identified for reproduction is submitted to the Division. When resources
are to be reproduced for region-wide distribution, reproduction is the responsibility of the Regional
LRMDS. For Division specific resource needs reproduction will usually be managed by the Division
LRMDS. (Diagram 2)
2.3.2 Process
An existing LR/TR/PDM that is in a format (hardcopy or physical copy) that precludes it being
accessed and downloaded from LRMDS may be reproduced and distributed to schools, divisions,
regions. For example, textbook, reference book, CD, DVD, VCD, Videotape, audio tape, charts and
maps, printed module.
The existing resource is initially evaluated using the guidelines and criteria to determine
conformance with the Intellectual Property Rights Management and Educational Soundness
specifications. For some digital resources the Technical evaluation will also be used for evaluation.
The DepED 2008 Content Evaluation of Non-print Supplementary Materials Evaluation system has
been adapted for this purpose.
Curriculum and Subject Matter Experts and or trained Instructional Materials Evaluators are the key
personnel involved in evaluation of these types of resources.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 9
Technical Evaluation of Determine usability and Non-print materials – Instructional Materials
Digital Webbased/interactive technical format enables digital and interactive. evaluators ICT
Multimedia resources access and use by target Coordinators
Section 6.6 and Section 6.9 users
A-H LRMDS QA Team
The Curriculum and Subject Matter Experts and or Instructional Materials Evaluators review the
material to ensure that the resource in its entirety is copyright clear and DepED has the rights to
reproduce and distribute. Any resource that does not pass the IPR Evaluation (Section 6.1) should
not be further evaluated at this stage.
The Curriculum and Subject Matter Experts and or Instructional Materials Evaluators use the
Educational Soundness Specification General Evaluation (Section 6.2) criteria to evaluate the
educational quality of the resource. This provides an initial review to determine overall fit for
purpose and readiness of the existing resource to be reproduced in its current format. It provides a
quick and qualitative check.
If the resource is considered to be of a high or good educational quality and relevance and it is
owned by (i.e. copyright belongs to) DepED, then it will be subjected to a more rigorous
educational evaluation using the Educational Quality system (Sections 6.3-6.8).
A Technical Review (Section 6.9) is also required for digital interactive resources and for those
resources distributed on CD, DVD, VCD, VHS, audio tape.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 10
If a digital master copy exists this should be used as the basis to create an updated digital master
copy. If the original digital master does not exist and the technology of the current resource is
superseded the resource should not be mass produced in its current format. A Request Brief
(Section 8 p78) may be prepared to suggest redevelopment based on the original content of the
resource.
Inventory of
Inventory of
Existing LRs in the
Existing LRs
Regional Office
( Non-digital )
(Non-digital )
[Link] [Link]
Inventory Review LR based Review existing LRs in the
of Existing on Assessment Region and evaluate
LRs Guidelines on LR Division Shortlist based on
Redevelopment Recommendations,
Assessment Guidelines and
LR Plan
Shortlist of LRs for
Redevelopment &
Production
List of LRs
List of LRs for
Digitization &
Including re- Production
Redevelopment
contextualized,
indigenize, localized
resources from the
Division Offices
Needs
Localization?
[Link]
Engage Division in
redeveloping LR for
localization
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 11
A Request Brief (Section 8) should be prepared for any resource that is identified for
redevelopment as a consequence of Evaluation under Section 2.3.
Locally [Link]
developed LR Review LR/TR based
for LRMDS on LR Assessment
inclusion CHecklist
Meets
standards for
inclusion?
Ye
s
[Link]
Accomplish LR
Submission Form &
send copy of LR/TR and
Submission Form to
Division QA
LR & Accomplished
Submission Form
1.2.3.
3
Diagram 4. Division and Region Evaluation of Teacher Developed LR/TR/PDM submissions for LRMDS.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 12
2.5.1 Evaluation of teacher developed resources
1. Intellectual Property Rights Evaluation (Section 6.1)
2. Educational Soundness Evaluation (Section 6.2)
3. Education Quality Evaluation (Section 6.3 – 6.8)
4. Technical review for digital offline resources (CD, DVD, VCD, videotape, audiotape)
(Section 6.6 and Section 6.9)
Teacher developed materials may be reproduced or redeveloped for local or wider distribution.
The evaluation process is the same as describe above in Section 2.3. However, if the resource
includes any third-party material, the copyright owner should be contacted for permission to
reproduce and distribute for educational purposes.
If the copyright owner of third party material is unable to be located then the resource should not be
reproduced for mass distribution. It may be redeveloped and all third party material should be
replaced with original and newly created content.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 13
3.2 Content Review and Maintenance (continued…)
LR Manager
3.2.1
Review
0 sites
based on Requirements:
• Assessment
Guidelines
Checklist &
• Submission Forms
Guidelines
Site Evaluation
Report
3.2.1a
Meets Ye
Forward
1 sites info
standards for s
to Admin & Publ
inclusion?
Group for catalog
N
o
3.2.1b
Do 1not Proceed 3.
and note the site 1
Online sites are initially reviewed using the Evaluation Instrument for Educational Soundness
(Section 6.2) and the Technical Specification (Section 6.9 A-G). Each link on a site is checked and
the educational quality, usability and technical requirements are evaluated.
Every link from the main home page of a site is evaluated to five levels of hyperlink browsing to
ensure that the site is authentic, secure and legitimate. The Online Site Evaluation Rubrics (Section
7) should be used to guide the review.
The Intellectual Property Rights Evaluation (Section 6.1) determines the authenticity and legitimacy
of the site owners and the copyright and Conditions of Use of all content that are accessible from
the main URL.
Schools and Divisions may use the evaluation instruments to evaluate sites for local use. For any
site to be catalogued in the LRMDS the site must be reviewed and approved for Cataloguing by the
Regional LRMDS Manager.
Cataloguing a site means applying metadata to a site URL. The site is then able to be discovered
when the LRMDS Catalogue is searched.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 14
School recommended sites may be forwarded to Division LRMDS Manager to be considered for
Cataloguing in LRMDS
Division Use the following criteria to evaluate Division evaluation report of
the school/cluster and/or division school /cluster and/or
Division evaluates
evaluation report: divisioninitiated online sites and
school/cluster and/or division
• Education Soundness resources
initiated online sites and
resources • NCBTS
• Intellectual Property Rights
• Accessibility
• Technical
• Online site rubrics
Division LRMDS QA Group Recommend online sites and Comments and
reviews school/cluster and/or resources based on assessment recommendation
division-initiated guidelines
recommended online sites
and resources
Division LRMDS QA Group Recommend online sites and Division QA comments and
forwards school/cluster resources based on assessment recommendations
and/or division-initiated guidelines
online site and resources
recommendations to Library
Hub Coordinating Team
Division recommended sites may be forwarded to Region LRMDS Manager to be considered for
Cataloguing in LRMDS
Region Use the following criteria to evaluate RLRC evaluation report/
the online sites and resources: recommendations
Region evaluates online
sites and resources • Education Soundness
• NCBTS
• Intellectual Property Rights
• Accessibility
• Technical
• Online site rubrics
Region LRMDS QA Group Use the following criteria to evaluate Regional QA comments and
validates Division and/or the online sites and resources: recommendations
Regional
• Education Soundness
reviews/recommendations
• NCBTS
• Intellectual Property Rights
• Accessibility
• Technical
• Online site rubrics
Region LRMDS QA Group Approved online site/resource.
approves the online
Review report
resource/site and forward
report to LRMDS
Administrator for cataloguing.
Regional LRMDS Manager Posting to LRMDS portal as part of the Metadata, Catalogue Online
catalogues approved online information in the repository. information availability
sites. All reviews for all sites
recommended and rejected
should be retained by the
Region and Division LRMDS
Manager.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 15
2.7 Evaluation of new (commercial) learning resources for
acquisition/procurement
Overview
Evaluation of new (commercial) learning resources for acquisition/procurement (Diagram 6) is
conducted at the School/cluster level by the School Learning Resource Committee and at the
Division and Regional levels by the LRMDS QA Team at these levels.
Schools may use the LRMDS process for the assessment and evaluation of new LR/TR/PDMs to
select and acquire using local funds. They may also access the list of IMCS approved
Supplementary Materials and procure these from local funds. Schools/clusters may also assess
and evaluate commercially available LR/TR/PDMs and provide an evaluation report to the Division
to request procurement and or inclusion in LRMDS if MOOE and local funds are not adequate.
The Division will review submitted LR Evaluations for acquisition of new (commercial) resources
and will determine whether to acquire for distribution via the Divisional LRMDS. Cataloguing of the
acquired resources within LRMDS is the responsibility of the Regional LRMDS. Divisions will
forward recommendations and notification of acquisition of new LR/TR/PDM if it is intended that
these resources are to be included in LRMDS catalogue.
The Region reviews the Division LR Evaluation recommendations for acquisition and will: a)
catalogue the resources being acquired at the Division/Region level and or,
b) procure the LRs/TRs for inclusion in the LRMDS.
All resources procured by the Division or Region should be included in the LRMDS catalogue.
Diagram 6. Evaluation of New (Commercial) LR/TR/PDM for Acquisition or Procurement
2.7.1 Evaluation of new (commercial) learning, teaching and professional development resources for
procurement
The process and guidelines for assessing and evaluating resources in relation to resource needs
may be used at any level (School, Division, Region) to support procurement of new LR, TR, PDM.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 16
The process is designed to assist Schools, Divisions and Regions in selecting resources that meet
resource needs from the IMCS approved list of supplementary materials.
The same process may also be used to evaluate any commercial resources that have not been
previously evaluated via the IMCS processes.
Schools, Divisions and Regions should be able to demonstrate that procurement of new materials
for learning, teaching and professional development is in response to the identified LR, TR, PDM
needs as described in the School LR Plan, DEPD LR Assistance Plan and or REDP LR Assistance
Plan.
Guidelines for identification and evaluation of Output
new resources for procurement
School/Cluster
Based on the needs identified in the school LR Plan, the School LR Plan and List of available LRs to meet
LR Committee checks on the availability of the identified needs
resources to meet the identified needs in the
Lead/Cluster school and/or the LRMDS
If the LRs are identified from the published list of IMCS List of publishers/distributors to be contacted.
approved supplementary materials the LR committee
creates a shortlist of resources.
LR Committee reviews the LR Plan and identifies funds Funding sources identified within the School budget.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 17
Division
Based on the needs identified in the Division LRAP, List of available LRs and suppliers
determine the availability of LRs from the IMCS list of
approved supplementary materials
Review funding allocation for the Division LR plan Funding sources identified.
The Division LRMDS Manager seeks review copies and Short listed materials evaluated.
samples from the short listed providers and evaluates
the materials using the Evaluation Instruments in
Section 6.
• Educational Soundness Evaluation (6.2) and or
• Educational Quality Evaluation (6.3-6.8).
• Technical Evaluation (for digital format
resources) (6.6 and 6.9)
• Accessibility Evaluation for SPED materials
(10.4)
Resources that best meet the learning resource needs Request by Division LRMDS Manager to SDS for
are recommended for approval to procure procurement.
Proceed to procurement procedure of the approved Procurement process
materials
Direct Contract or Competitive Bidding.
MANUAL OF PROCEDURES FOR THE
PROCUREMENT OF GOODS AND SERVICES
Guidelines for identification and evaluation of Output
new resources for procurement
Region
The Region LRMDS QA Group reviews the list of Shortlist of potential Supplementary materials for
approved supplementary LRs for materials to meet the procurement.
LR needs identified in the REDP LRAP.
Review funding allocation for the Region LR plan Funding sources identified.
Recommendation to LRMDS Manager for approval to
evaluate materials.
The Region LRMDS Manager seeks review copies and Short listed materials evaluated.
samples from the short listed providers and evaluates
the materials using the Evaluation Instruments in
Section 6
• Educational Soundness Evaluation (6.2) and or
• Educational Quality Evaluation (6.3-6.8).
• Technical Evaluation (for digital format
resources) (6.6 and 6.9)
• Accessibility Evaluation for SPED materials
(10.4)
Resources that best meet the learning resource needs Request by Region LRMDS Manager to Regional
are recommended for approval to procure Director for procurement.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 18
Proceed to procurement procedure of the approved Procurement process
materials
Direct Contract or Competitive Bidding.
MANUAL OF PROCEDURES FOR THE
PROCUREMENT OF GOODS AND SERVICES
Volume 2, June 2006.
Republic of the Philippines
Government Procurement Policy Board.
If the needed LRs are not available in the IMCS list of Region LRMDS Manager report.
approved supplementary materials:
The LRMDS Manager will:
• ensure that the area of need is communicated
to publishers.
• seek to find online resources that meet the
need.
• determine the cost effectiveness of developing
the resources.
If Region funds are not available, request for inclusion in Letter of request to Central Office
the next REDP / Reg. LRAP
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 19
• NCBTS Competencies – teacher competencies in subject area and pedagogy and resource
gaps across subject and year levels
• Differentiated instruction and requirements of other populations that the school serves (for
example, special education, special science curriculum or program for the gifted, etc.)
• Indigenization requirements
• Alternative modes of delivery to improve access to education of target populations (girls,
out of school youth, seasonal absentees, etc.)
• Support facilities for the effective utilization of resources at the school level
Schools are the basic social institutions that provide formal instruction to students.
Schools are expected to enable the students to learn and live their fullest
potentials. In order to continuously improve learning outcomes, schools and their
communities/stakeholders must be adequately enabled for self-governance. SBM
is the decentralization of decision-making authority for central, regional, and
division levels to the school or cluster of schools. SBM provides opportunities to
unite school heads, teachers, and students as well as the LGUs and the
community in promoting effective schools. The main goal of SBM is to improve
student achievement, school performance, and learning outcomes, where decision-
making is made by all those who are closely involved in addressing the needs of
the individual schools so much so that the specific needs of the students will be
adequately met.
SBM objectives are to: (i) empower the school heads to lead their teachers and
students in a continuous school improvement process which will lead to higher
learning outcomes; (ii) bring resources including funds within the control of schools
to support the delivery of quality educational services; (iii) strengthen partnership
with the communities and LGUs in order for them to invest time, money, and
resources in providing a better school learning environment; and (iv) institutionalize
participatory and knowledge-based continuous school improvement process. SBM
serves as the main tool for continuous improvement of the school.
The LRMDS processes for identification of learning resource need and planning for alleviation of
the needs at the school, division and region are aligned to the thrusts of SBM under DepED Basic
Education Sector Reform Agenda (BESRA). See Diagram 1, below.
The School Learning Resource Committee established at the school conducts completes and
submits the LR Plan to the Division in conjunction with the triennial SIP and annual AIP processes.
This is described in detail in below.
The Division consolidates the School Cluster LR Plans into DEPD Plans and develops its strategic
and operational response to identified needs in a Division LR Assistance Plan that is also
communicated in the DEDP. This plan identifies areas of need and proposes sources of support
and strategies for acquisition of resources as per the List of Approved Supplementary Materials,
recommendations for reproduction of LRs at the Division or requests for modification of existing
resources, procurement or development and production of new resources by the Region LRMDS.
See Division and Region LR Assistance Planning, Section 4.6.
The Regional Learning Resource Committee reviews and consolidates the LR Assistance Plans
from the DEPD and develops a Regional LR Assistance Plan as part of the REDP to support
procurement and production of LR/TRs for inclusion in the LRMDS. See Division and Region LR
Assistance Planning, Section 4.6.
Diagram 1
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 20
4.3.1 SIP and AIP Process
School Improvement Planning (SIP) is a process conducted every three years by which members
of the school-community conducts a thorough evaluation of their school’s educational programming
during the previous school year and develops a plan that:
• Establishes the starting point for ongoing evaluation of efforts,
• Provides a roadmap for school improvement; and,
• Unifies independently organized school improvement efforts from various areas of the total
school program into a single, focused process.
SIPs are structured to focus on key goals and strategies which will lead to greater student learning
and a more effective school organization. A School Improvement Plan is:
A Development Plan which embodies the school and the community’s vision of the future
as well as the strategies and activities they want to undertake to attain that vision and
enable schools to negotiate for development initiatives.
NEAP, 2006. Manual on the Preparation of the School Improvement Plan, p4.
From the three-year School Improvement Plan (SIP) an Annual Implementation Plan (AIP) is
developed. It comprises all program/projects/activities which are targeted to be implemented by the
school during the year. Through the process of monitoring and evaluation of the AIP, the school can
learn from the experience of the annual plan implementation and determine the necessary
adjustments to improve performance in the overall implementation of the SIP by making
adjustments to the AIP.
Refer to DepED, 2006. Guidelines for Promoting Effective School-Based Management Practice:
Towards Improved Learning Outcomes. Section III. pp10-17.
4.3.2 School Report Card
The school planning team gathers multi-year data (at the minimum 3-years) on the following
relevant school information:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 21
Data related to shaded and non-italicized areas in Table 1 should be used by the School LR
Committee for analysis and identification of LR,TR and PDM needs. The identified requirements
are then prioritized and strategies to address the needs are documented in the School LR Plan and
reported as part of the AIP and SIP process.
Table 1.
Excerpt: Manual on the Preparation of the School Improvement Plan. National Educators’ Academy of the
Philippines (p9)
Enrolment (disaggregated between male and Teacher-Student Ratio Student-Textbook
female) Ratio
Performance Indicators
1- Drop-out Rate School Personnel
2- Repetition Rate I. Non-Teaching
Repetition Rate a. Principal
Achievement Rate b. Staff (determine the number of
nationally or locally funded or
volunteer)
Completion Rate Teaching
Graduation Rate Number of Teachers (Nationally or locally
funded and volunteer
Parent’s Rate of Participation in School Number of Teachers teaching Majors and Non-
Activities (Attendance to General and Majors
Homeroom PTCA)
Physical Facilities (Both instructional and Classroom Furniture e.g. tablet armchairs, teacher
noninstructional) tables, blackboards, lab tables, lab stools
Learning Facilities (determine facilities per Textbooks (indicated textbooks per subject are
subject area) and if new generation or not)
Learning materials (including Supplementary
materials)
Reference materials
Multi-Media (includes number of computers for Office Equipment (includes number of computers
instruction, TV sets, video cassette players, etc) for office use, typewriters, etc
Medical/Dental Services ( includes first aid kits, Environment and Safety (includes number of
school nurse, etc) recorded theft, student conflict , etc
Site Ownership
Review the performance indicators. Is there a change in the trend of the data? Are there particular
curriculum areas or year levels where the data is changing? What might be the likely reasons for the
changes?
2. What are the major areas of underachievement? Consider test results and performance
indicators.
Is there a change in the trend of the data? Are there particular curriculum areas or year levels where
the data is changing? What might be the likely reasons for the changes?
3. Review the teachers’ profile.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 22
Are the teachers qualified to teach within the required curriculum areas? What is the average pupil to
teacher ratio per class? If there is a high pupil to teacher ratio could this be related to reported areas
of underachievement? If there are curriculum areas for which teachers lack the qualifications are
these curriculum areas also reporting underachievement?
4. What curriculum, teaching and ICT Competencies are lacking? Consider teacher capacity in
subject area and pedagogy.
Review the School Professional Development Plan (TNA results). Identify the needs in terms of
curriculum and teaching competencies. Are there any relationships between this data and the areas
of underachievement?
5. Where are the gaps in the availability of learning and teaching resources across subject
and year levels?
Is there any relationship between these identified gaps and areas of student underachievement? Is
there any relationship between the identified gaps and curriculum areas identified as lacking qualified
teachers?
6. Where are the gaps in the availability of learning and teaching resources for students with
special needs?
Is there any relationship between these identified gaps and areas of student underachievement? Is
there any relationship between the identified gaps and curriculum areas identified as lacking qualified
teachers?
7. Where are the gaps in the availability of learning and teaching resources for differentiated
instruction, especially, in the context of heterogeneous, large size classrooms?
Is there any relationship between these identified gaps and areas of student underachievement? Is
there any relationship between the identified gaps and curriculum areas identified as lacking qualified
teachers?
8. Indigenization requirements: Where are the gaps in the availability of learning and teaching
resources in mother tongue?
In what areas is localization of the curriculum required to achieve more effective teaching and
learning?
9. What resources are required for students with Special needs?
Identify curriculum and subject areas and grade/year levels. Describe the type of resources that
would be beneficial for teaching and learning.
10. What resources are required to meet the needs of learners requiring alternative modes of
delivery?
Identify curriculum and subject areas and grade/year levels. Is there any correlation between
year/grade levels recording high dropout rates?
11. What support facilities are required for the effective use of learning and teaching resources
at the school level?
Consider how instruction is delivered and the factors that adversely affect effective instructional
delivery.
12. In what ways can classroom instruction be re-organized to maximize technology integration
in instruction?
Consider ability and/or mixed groupings, station learning approaches, etc.
13. What capacity building activities must be undertaken to support the most effective use of
teaching/learning resources by teachers?
Identify the type of professional development required.
14. What capacity building activities would support more effective development, adaptation,
indigenization of LRs, TRs, PDMs by teachers?
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 23
Consider the teachers writing skills, understanding of instructional design and computer skills.
Access to Learning Resource Management and Development System (LRMDS)
15. How does your school access LRMDS? (Select one or more)
a) Access at school via internet
b) Access at local internet café
c) Access at CLC
d) Access at neighbouring school
e) Access at Cluster Lead school
f) Our school has never used LRMDS.
16. How is your school using LRMDS to support teaching, learning and professional
development within your school?
Are you able to find resources you need via the LRMDs catalogue? Provide a brief description of
LRMDS use.
17. What technology support does your school require to access LRMDS?
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 24
4.4 Developing the School LR Plan
From the analysis and interpretation of the School Report Card data there will likely be a number of
teaching and learning and or resource access issues identified as requiring attention. Not all issues
will necessarily be able to be addressed in one school year. Availability of resources (time and
cost), will directly affect the approach, target/s and timeframe. Some issues will require a strategic
approach over 1-2 years with continuous monitoring and evaluation to determine that the proposed
objectives and targets are being met. Some issues may be able to be attended to in a relatively
short time frame.
In the first instance, the School LR Committee will need to prioritize the identified areas of need.
The prioritization process needs to consider what actual sources of funds exist and can be used or
how new funding sources can be mobilized. See Resource Generation and Mobilization Section
4.4.1. Some identified priority areas may require funds to be drawn from a number of sources and
secured over a number of years to achieve the identified target.
The prioritization process is the first stage of planning the what, how and when strategies for the
next 3 years. The list of priorities, the respective strategies and targets is communicated to the
School Planning Team to be included in the SIP/AIP.
Where the school requires specific assistance from the Division and or Region this should be
clearly noted. The Division will review the SIP/AIP of all schools and develop the Division
Education Development Plan (DEPD). It will also create a Division LR Assistance Plan based on
analysis of all schools needs. See Section 4.6. For example:
School Improvement Plan
Year 1 (AIP) Year 2 (Adjusted AIP) Year 3 (Adjusted AIP)
• Purchase Science Teaching • Purchase Science • Purchase Science
resources (10 sets) Teaching resources (20 sets) Teaching resources (20 sets)
• Develop math LRs for Grade IV. • Capacity building: ‘how to • Capacity building: resource
effectively assess and evaluate design and development. (School
• Capacity building: ‘how to resources’. (School led) led)
effectively assess and evaluate
resources’. (Division led) • Capacity building: resource
design and development. (Division
led)
School LR Plan: detailed objectives, School LR Plan: detailed objectives, School LR Plan: detailed objectives,
strategies, targets, timeframe and strategies, targets, timeframe and strategies, targets, timeframe and
costs and funds costs and funds costs and funds
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 25
In addition, from time to time funds will become available through various grants. These grants are
often provided through Foreign Assistance Projects. For example, STRIVE an AusAid sponsored
program included a grant component; Support Options for Basic Education Fund (SOBEF). The
SOBE fund like many grants has specific aims and objectives, eligibility criteria and expenditure
items, fund restrictions, and monitoring and evaluation requirements.
Such grants should be seen as an opportunity for direct project support in the short term or to serve
as a leverage fund for drawing in Special Education Fund (SEF) of the Local Government Units
and other fund sources from other stakeholders.
The DepED-STRIVE, 2009. SOBEF Operations Manual, provides a comprehensive overview of
policies, systems and procedures to guide stakeholders primarily the Local School Boards (LSB),
School communities, the Division of Schools (DS) and the Regional Offices on how the SOBEF
grant facility may be accessed, utilized and managed.
The systems and procedures can be easily adopted and used as a guide by schools for accessing
grants to support implementation of strategies and projects described within the LR Plan and
targeted in the AIP/SIP.
What is most important about utilization of grants for projects is the design of the sustainability
mechanisms within the project implementation plan to avoid the usual pitfalls of projects supported
by externally-funded grants, i.e. that the project or program ceases with the end of the funding
assistance.
To this end the SOBEF system design requires linkages with special local bodies and key
stakeholders within the school community and demonstrated use in addition to existing initiatives
and resources of the school community:
SOBEF seeks to contribute to the sustainability of initiatives by providing the
opportunity for strengthening existing special local bodies and organizational units
provided under the law that are the key players in its implementation. These are the
LSB, the DepED Division of Schools and the pilot schools as well as organizations
such as the Parents’ Teachers Community Association (PTCA) and the School
Governing Councils (SGCs). (DepED-STRIVE, 2009. SOBEF Operations Manual,
p6).
When schools/Clusters are developing the LR Plan as part of the AIP/SIP process the SOBEF
model may assist with identification and acquisition of funding sources.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 26
Y 3 Yr Priority list of
e School Report Card Data analysis and LR Requirements SIP (Yr -13)
a interpretation & targets
r
Y AIP (Yr 2)
e LRPlan Yr 2(1st yr)
adjustments adjustments
a
r
2 M & E LR Plan
implementation
Y
e LRPlan Yr 3 (2nd) yr M & E LR Plan AIP (Yr 3)
adjustments implementation adjustments
a
r
Developing and implementing the School LR Plan within the AIP/SIP planning process.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 27
[Link] School Learning Resource Plan Template (1 Year)
This template is provided to assist schools in developing a detailed plan for acquisition and procurement of learning, teaching and professional
development resources. An EXAMPLE is provided below.
(Desired
output)
(Desired
output)
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 28
Project Plan Project. Responsibility M&E
Funding
Implementation.
source
(Activities) AIP Adjustments
(attach
Time frame budget for
major Required
activities)
Curriculum, Develop Using the Organize teachers into Organization and LRMDS Training: LR Committee evaluates
Instruction. & teaching and development development teams training- 1st grading committee- Local the quality of the school
LR, TR learning templates in (2/competency/subject period – SY training, review of government developed resources
Support materials for the LRMDS, area/grade level) ______ draft LRs using the LRMDS A & E
least learned develop 3 guidelines and templates.
Train____(number) teachers in
skills (based materials ____ (identify )subject areas on Production of
on national, /identified the use of the LR development Subject area materials-
template heads (if any) to School LR committee evaluates
regional (if least-learned Development of coordinate MOOE through classroom
any and competency for Gather resources from the LRs- 2nd grading observation the trial of
organization of
periodical Science, LRMDS catalogue, including, period sy _____: teachers into English resources with
tests) Mathematics those found in the recommended English ; 3rd working teams teachers and students.
and English for links for the identified grading – Math; 4th
grades 4-6 competency grading - Science
Assign tasks among group Subject
members area/grade level
Trial of English teachers,
Hold write shop LRs- 2nd grading- development of
materials based
Try the material in selected
on LRMDS
classes
template and
Improve/re-write materials based Review by LRMDS resources
on the findings committee- 3rd
grading
Submit 1st draft of LR to school
ICT coordinator
LRMDS team
(if any) or any
ETC.. Production of pilot technology savvy
set of materials – teacher to
4th grading
ETC. conduct
‘ondemand’
training on use
of the Internet
and the of
LRMDS portal
ETC
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 29
Teaching
Support
Learning
Support
Mgt of
Learning.
Performance
Equipment
support
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 30
4.6 Division and Region LR Assistance Planning
The Division consolidates the School Cluster LR Plans via the AIP/SIP process into Division
Education Development Plan (DEPD) and develops its strategic and operational response to
identified needs in a Division LR Assistance Plan that is also communicated in the DEDP. This plan
identifies areas of need and proposes sources of support and strategies for acquisition of
resources as per the List of Approved Supplementary Materials, recommendations for reproduction
of LRs at the Division or requests for modification of existing resources, procurement or
development and production of new resources by the Region LRMDS.
Similarly, on submission of the DEPD to the Region the Regional Learning Resource Committee
reviews and consolidates the LR Assistance Plans from the DEPD and develops a Regional LR
Assistance Plan as part of the Regional Education Development Plan (REDP) to support
procurement and production of LR/TRs for inclusion in the LRMDS.
As described above the primary function of the Division and Region in terms of LRMDS is to
provide resourcing support (human and financial) to schools in relation to the acquisition,
procurement, reproduction and development of LR/TR/PDMs as identified through the AIP/SIP
planning processes. The SBM Resource Mobilization support is a primary function of the Division
and Region. Further as per RA 9155 Regions and Divisions have an obligation to support schools
in connecting with other sources of funding.
Schools through the AIP/SIP process identify requirements and develop plans to address the
needs. In many instances the school will be only requesting SBM or SEF funds from the Division to
support the plans or seeking assistance to tap into other funding sources. In other instances, they
may need assistance with training and development of school based personnel (capacity building)
on how to design and develop quality LR/TR/PDMs.
However, through the submission of the AIP/SIP and the DEPD and REDP planning at the Division
and Region respectively, it is possible to maximise economies of scale in terms of resource access,
cost, production and distribution.
Division LR Assistance Planning
The primary objective of the Division in the DEPD planning process and creation of the Division LR
Assistance Plan is to identify the areas across all schools for which there are similar needs and for
which a Division wide response would be more effective in terms of time and resources. For
example, if many schools are identifying a lack of teaching and learning resources in a particular
curriculum area and year level it is likely to be more cost effective for the Division to assess and
evaluate existing resources to meet this need and to reproduce and distribute these accordingly to
all schools.
Further, where schools have proposed a strategy for generating learning and teaching resources
locally the Division may want to assess and evaluate the resources produced for wider distribution
and may propose to the school that they submit their School developed materials to be catalogued
and included in the LRMDS repository.
Finally, at the Division level it is more likely that specific expertise, for example in terms of
translation of resources into Mother tongue, is more readily available. Rather than schools
expending scarce resources on this effort it may be more cost effective for the Division to manage
this on the schools behalf.
Region LR Assistance Planning
As for the Division the creation of the Regional LR Assistance Plan as part of the REDP planning
process should focus on identification of areas across all Divisions for which there are similar
needs and for which a Region wide response would be more effective in terms of time and
resources.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 31
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 32
This is especially true for assessing and evaluating existing resources, redesign and development
of LR/TR/PDMs and development of new resources. The Region LRMDS has developed capacity
to support acquisition, development and production of resources and where more sophisticated
design and development work is required this expertise should be utilised.
All redeveloped and newly developed resources can be catalogued and made available to all levels
via the LRMDS. The Region LRMDS is also better equipped than the Division for mass production
of resources where offline distribution is required.
The Guidelines and Processes for LRMDS Development and Production v1.0 describe more fully
the approaches to acquisition, development and production of LR/TR/PDMs at each level.
A template for Division and Region Assistance Plan development is provided in section [Link].
This template is much the same as the School LR Plan template and differs only in terms of
timeframe (3 year plan) and the scale (across all schools or all Divisions) on which it is describing
planned activity.
In general all LR/TR/PDMs acquired, procured and developed by the Division and or Region will be
catalogued in LRMDS as a minimum. All digital LR/TR/PDMs that have been designed to be
accessible online and developed by the Division or Region will catalogued and uploaded to the
LRMDS repository for direct access.
[Link] Division/Region Learning Resource Assistance Plan Template (3 Year)
This template is provided to assist Divisions and Regions in developing a detailed plan for acquisition and procurement of learning, teaching and
professional development resources as part of the DEPD/REDP planning process.
(Desired
output)
Capacity
Building
Reproduction of
LR/TR/PDM
Translation of
LR/TR/PDM
Redevelopmen
t of
LR/TR/PDM
Acquisition of
LR/TR/PDM
Procurement of
LR/TR/PDM
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 34
5 Evaluation Planning
5.1 Introduction
Preparing a detailed Evaluation Plan is essential before you commence any aspect of LR/TR/PDM
assessment and evaluation. The Evaluation Plan describes the “who, what, when, where, why and
how” of the assessment and evaluation activity or event.
Creating the Evaluation Plan will ensure that the client, team members, and other relevant
stakeholders will have a clear understanding of the work effort, the alignment of the instruments to
the assessment and evaluation task, and the size and scope of the evaluation task. This will
ensure setting of realistic timelines and budget.
5.3.2 Audience
Specify the client as well as primary and secondary audiences or consumers of the evaluation.
For example:
Regional Curriculum Unit
5.3.3 Decisions
Specify the anticipated decisions that should be influenced by the evaluation.
For example:
The evaluation will determine whether a given resource is of sufficient quality to be reproduced as is or
whether it requires redevelopment prior to being reproduced.
5.3.4 Methods
Describe the evaluation design and procedures.
For example:
Each resource will be evaluated using the following instruments.
IPR Evaluation
All resources must undergo an IPR evaluation before proceeding to any further evaluations. If the resource
IPR does not permit reproduction do not proceed with any further evaluation.
Educational Soundness Evaluation
Each resource will be evaluated by two evaluators.
Each resource will be evaluated using the Educational Soundness checklist. If any, inaccuracies or errors are
found the resource must be redeveloped before it is reproduced. Educational Quality Evaluation Rating for
Print Resources
If any, inaccuracies or errors are found and the IPR allows for redevelopment all inaccuracies and errors
must be documented by the evaluators.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 34
Submit all completed evaluation templates to the Evaluation coordinator.
5.3.6 Evaluators
Specify the personnel (names and roles) required to conduct the evaluations.
For example:
Subject matter expert/s
Curriculum specialist/s
Training and development specialist/s
ICT specialist/s.
5.3.7 Instrumentation
Describe all the evaluation instruments to be used. Actual instruments should be included in the appendices
for review and approval.
For example:
6.1 IPR Evaluation Checklist.
This checklist must be completed for all resources. Any resource that does not permit reproduction should
not be further evaluated.
If the resource allows reproduction but not redevelopment then note this in the IPR Report and recommend
for further evaluation.
5.3.8 Limitations
This section should spell out any limitations to the interpretation and generalization of the evaluation.
For example:
Only resources that have pass the Educational Quality Evaluation and have no inaccuracies or errors will be
recommended to be reproduced in the current format.
5.3.9 Timeline
IPR Evaluation for all resources to be completed by Date X
Educational Evaluation to be completed by Date Y
Request Briefs for each resource that is recommended for reproduction to be completed by Date Z
5.3.10 Budget
20,000php for Evaluators fee
5000 for printing of instruments
Purpose
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 35
Audience
Decisions
Methods
Request Brief
Evaluators
Instrumentation
Limitations
Timeline
Budget.
Evaluation Report.
6 Evaluation Instruments
This Section contains a number of Evaluation instruments. The instruments should be used as presented but
may be modified to better reflect the purpose of the Evaluation.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 36
For example, if the purpose of the evaluation is to select resources for reproduction from the existing
format and no redevelopment work is to be undertaken then criteria relating to content accuracy would
need to achieve maximum scores.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 37
6.1 LRMDS Specification and Guidelines for Intellectual Property Rights
Management
This checklist is derived from the LRMDS Intellectual Property Rights Management Specification.
Refer to Section 10.3.
Introduction
The technological advancement and explosion of knowledge in our contemporary environment enables the
educational community to cope with the increasingly complex and challenging state-of-the-art learning
resources. What is true and modern today may become traditional and obsolete tomorrow. LRMDS provides
guidelines to update upgrade and sustain the learning, teaching and professional development resources
with proper acknowledgement and respect to whom the intellectual property right is due.
Definitions
Modify means enhance the content in which new copyright arises, but only to the extent that the
modification cannot meaningfully inform or entertain independently of the original content. Modified
materials retain the integrity of the original work. Modifications may consist in, but may not be limited
to, updating of content, adding more recent examples, adding activities, worksheets, etc. Derivative
means any work derived from or developed from content including
• An Edited Version
• An Enhancement
• A Supplementary Work
Reproduction means making copies of the work by any means, including, without limitation by sound or
visual recording and the right fixation and reproducing fixations of the work including storage of a
protected performance or phonogram in digital form or other electronic medium.
( ://[Link]/licenses/by-sa/3.0/legal code). Reproduction does not entail any change in the
content.
Reproduction of textbooks: In the Philippines includes authorization for DepED to reprint within a
period of 5 years a maximum of 25% of the original quantity awarded. (2007 Textbook Call Guidelines for
Elementary Filipino)
Use - as a verb means to read, view, play, perform, operate or execute the content (depending on its
nature and format) within the functionality that is offered by the copyright to an ordinary user. (Curriculum
Corporation, 2008)
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 38
IPR Evaluation Report
Resource Title:
Date of publication:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 39
B. Reproducing resources for offline distribution Yes No
Reproducing resources for offline distribution means to make Check all that Check all that
multiple copies of a resource to distribute. apply ( X ) apply ( X )
Complete IPR
Evaluation Report
B 6 Are there any quantity restrictions related to reproduction? B 7. Document B7
in IPR Report
B 7 Are there any restrictions on redeeming the cost of reproduction and B 8. Document B8
distribution? in IPR Report
B 8 The LR/TR/PDM may be Reproduced after successfully passing all Prepare IPR
other required evaluations. Evaluation Report.
C 11 The LR/TR/PDM may be digitized and upload for distribution via the Prepare IPR Evaluation Report.
LRMDS repository successfully passing all other required evaluations.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 40
D. Redevelopment of resources: Modification and Yes No
redesign Check all that Check all that
A resource is created using the content of a previous version of a apply ( X ) apply ( X )
resource and where necessary new content is created.
Reviewer/Evaluator Name:
Contact
Details:
Date of Evaluation
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 41
IPR Review results:
Comments:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 42
6.2 LRMDS Educational Soundness General Evaluation Checklist
This checklist is derived from the LRMDS Education Soundness Specification. Refer to Section 10.1.
Instructions for using this Checklist:
a) The purpose of the evaluation is to determine whether or not a LR/TR/PDM should be reproduced,
redeveloped and/or included in the LRMDS Catalogue.
b) This checklist is used by the subject matter or curriculum specialist or Evaluation Team to evaluate
an existing resource.
c) DepED Resources NOT meeting the mandatory (shaded) qualities should not be further evaluated
unless the Intellectual Property Rights allows DepED to fix the issues. The reviewer should complete
the Checklist and provide a description of the issues in the Comments Section.
d) Non-DepED Resources NOT meeting the mandatory (shaded) qualities should not be further
evaluated. The reviewer should complete the Checklist and provide a description of the issues in the
Comments Section.
e) The completed Checklist is submitted to the LRMDS Manager for filing.
f) Any resource that passes this initial review will be subjected to a more extensive Educational Quality
review. See Section 6.3-6.8.
Title of Resource:
Location of Resource:
Current Format:
Copyright:
Mandatory (Shaded)
Qualities of the Learning Resource, Yes/No/Not applicable (NA) Refer to
Teaching Resource, Professional Educational
Comments
Development Material Soundness
Specification v0.2
1. Content is accurate and reflects the If any inaccuracy is identified this should be Integrity
ways in which knowledge is clearly described and referenced.
conceptualized within the domain.
2. Supports learners’ deepening of Integrity
knowledge within the content
domain.
3. Presents controversial issues with Integrity
balance and fairness and in
accordance with the DepED
curriculum policies, where these
apply.
4. Uses language and symbols of the Integrity
content domain and its ways of
representation, and supports
learners in developing and using
them.
5. The following are used correctly and If any inaccuracy or inappropriate use is Integrity
appropriately: identified this should be clearly described
- terms and expressions and referenced.
- symbols and notations
- diagrammatic representation
- graphical representation
6. Assists the learner with identifying Integrity
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 43
and differentiating between different
points of view and perspectives
presented
7. Uses content in ways that are real to Learner Focus
life/authentic for learners/users:
- are not over simplified or
trivialized
- makes sense to learners within
their imaginary or real world
- are realistic within the relevant
context
- enhances learners’ social capital
– their knowledge of how the
world works and how to make a
way in it
8. Reflects the profile of the target Learner Focus
learner/user for the curriculum or
training area.
9. Presents the same idea to Learner Focus
learners/users in
multiple/multidirectional modes
- visual text (e.g. pictures,
diagrams)
- verbal (written) text
- symbolic representations
- oral (spoken) text
- both static and dynamic images
10. Learning objectives are made Learner Focus
explicit to learners/users.
11. The target learners/users are clearly Learner Focus
identified (academic level/technical
ability/demographics addressed).
12. Content is structured to scaffold Learner Focus
learning.
13. Provides an opportunity for Learner Focus
learners/users to obtain feedback
either within or outside the resource.
14. Pre-requisite knowledge/skills are Learner Focus
clearly identified and their
connections to prior and future
learning are established.
15. Is easy to use (time and effort to use Usability
it is reasonable) and the language is
appropriate for the intended
learner/user.
16. Clear instructions for use are Usability
provided (i.e., purpose, processes,
intended outcomes are explicit).
17. Learning and information design is Usability
intuitive (i.e., the user knows what to
do and how to do it).
18 The learning resource can be Accessibility
accessed by learners/users in
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 44
deprived, depressed and
21. Resource does not confront or If any one of the following is evident then Accessibility
embarrass learners In any or all of the material is not appropriate.
the following ways:
- require learner to expose
personal data which may
embarrass them
- invade learners’ privacy
- unfavourably compare learners’
learning performance with
learners’ identity
- unfavourably or stereotypically
compare family or community
characteristics with learners’
identity
- unnecessarily or indiscriminately
confront cultural beliefs or
practices
22.. Equivalent or alternative access to Accessibility
information is available for learners’
with diverse needs
- identical content or activity is
presented in different modalities
- different activities that achieve
the same learning outcome are
available
Result of Evaluation of the Resource If recommended for reproduction review, resource using the IPR
Guidelines.
□ 1. Recommend reproduction and If NOT recommended for reproduction and submit completed
distribution in current format. Resource evaluation to LRMDS Manager for records.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 45
acceptable as is. If recommended for modification, outline and suggest what needs
to be done in the Comments section and indicate required further
□ 2. Resource requires modification
before being reproduced. (Must undergo Evaluations below.
full Educational Quality Evaluation)
If recommended for digitization, outline and suggest what needs
to be done. Complete Comments Section and indicate required
□ 3. Do not reproduce. Resource does Evaluations below.
not meet specifications.
Comments:
Always include the criteria number from the checklist that your comment/s refers to unless it is very
general. Also indicate the page, screen or location of the issue being raised within the resource. If possible
attach a photocopy, or screen capture of the issue.
Date:
Contact details:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 46
[Link] LR Committees intending to evaluate resources for local use and or procurement
should also use these guidelines.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 47
• Will not compromise the integrity of the evaluation process and keep confidential his / her
identity as evaluator and the materials being evaluated.
The evaluator for non-print instructional materials must:
• Be a Filipino citizen;
• Be either a private or public school elementary or high school teacher (with professional
license), subject area supervisor, or curriculum specialist with at least five (5) years relevant
experience in a specific learning area where s/he will serve as evaluator; or
• Be computer-literate and have at least three (3) years relevant experience in the
preparation and use of computer-aided instructional materials in the classroom;
• Not have a conflict of interest (e.g. must not be a writer, contributor, consultant, or editor of
non-print supplementary material assigned to him / her for review).
• Will not compromise the integrity of the evaluation process and keep confidential his / her
identity as evaluator and the materials being evaluated.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 48
• Content
• Accuracy and up-to-datedness of information
Reporting Issues
Always include the evaluation criteria number from the checklist that your comment/s refers to
unless it is very general. Also indicate the page, screen or location of the issue being raised within
the resource.
If possible attach a photocopy, or screen capture of the issue.
This will assist with rectifying any errors, inconsistencies or usability issues within the resource.
Evaluation Pass/Fail
Materials that do not pass due to minimal editorial and or factual errors may be recommended for
modification. Materials that are DepED owned will usually be redeveloped by the Region LRMDS
Development and Production Team. The redevelopment of the material will follow LRMDS
Development and Production quality assurance processes.
Non-DepED owned materials that do not pass the evaluation due to minimal editorial and or factual
errors should be returned to the Publisher. Any resource should be completely re-evaluated when
resubmitted by the Publisher.
Intended for (Please check): Elem. (Primary) Elem. (Intermediate) High School
Instructions: Examine the material carefully and for each evaluation criterion consider the extent to
which the resource meets the criteria. Check the appropriate number [with 4 being Very Satisfactory
(VS); 3 - Satisfactory (S); 2 - Poor; and 1 – Not Satisfactory]. For a rating below 4, write your
comments/justifications on each evaluation criterion. If an evaluation criterion is Not Applicable (NA),
the material is rated 3 on said criterion. Attach extra sheets if necessary. Your report may be completed
in soft or hardcopy. Please write legibly if completing in hardcopy
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 49
2. Material contributes to the achievement of specific objectives of
the subject area and grade/year level for which it is intended.
Total Points
Passed
Note: Resource must score at least 21 points out of a maximum 28
points to pass this criterion. Please put a check mark on the
appropriate box
Failed
Factor 2: Format VS S/NA Poor
Not
Satisfactory
4 3 2
1
[Link]
1.1 Size of letters is appropriate to the intended user.
1.2 Spaces between letters and words facilitate reading.
1.3 Font is easy to read.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 50
1.4 Printing is of good quality (i.e., no broken letters, even density,
correct alignment, properly placed screen registration).
2. Illustrations
2.1 Simple and easily recognizable.
2.2 Clarify and supplement the text.
2.3 Properly labelled or captioned (if applicable) .
2.4 Realistic / appropriate colors.
2.5 Attractive and appealing.
2.6 Culturally relevant.
3. Design and Layout
3.1 Attractive and pleasing to look at.
3.2 Simple (i.e., does not distract the attention of the reader).
3.3 Adequate illustration in relation to text.
3.4 Harmonious blending of elements (e.g., illustrations and text).
4. Paper and Binding
4.1 Paper used contributes to easy reading.
4.2 Durable binding to withstand frequent use.
5. Size and Weight of Resource
5.1 Easy to handle.
5.2 Relatively light.
Total Points
Passed
Note: Resource must score at least 54 points out of a maximum
72 points to pass this criterion. Please put a check mark on the
appropriate box
Failed
Factor 3: Presentation and Organization VS S/NA Poor
Not
Satisfactory
4 3 2
1
Total Points
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 51
Passed
Note: Resource must score at least 15 points out of a maximum
20 points to pass this criterion. Please put a check mark on the
appropriate box
Failed
Factor 4: Accuracy and Up-to-datedness of Information Not Present &
Present Poor
present requires major
but very redevelopmen
Note down observations about the information contained in
minor & Do not
the material, citing specific pages where the following errors 4 t
must be evaluate
are found fixed further.
2
3 1
:
1. Conceptual errors.
2. Factual errors.
3. Grammatical errors.
4. Computational errors.
5. Obsolete information.
Total Points
Passed
Note: Resource must score 24 out of a maximum 24 points to
pass this criterion. Please put a check mark on the appropriate
box.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 52
Recommendation
Note: Any material that fails factor 4 must not be recommended for use in public schools
until the identified issues have been fixed.
Any material that fails in at least one of the four factors of the evaluation rating should not be
recommended for possible use in public schools.
(Please put a check mark ( ) in the appropriate box.)
i. I / We recommend the approval of this material for possible use in public schools provided that the
corrections / revisions included in this report are made. (For commercial resources (non-DepED
owned resources) the Publisher must implement all recommended corrections / revisions in their
next printing or provide errata.)
ii. I / We do not recommend the approval of this material for possible use in public schools for the
reasons stated below and/or cited in this evaluation report. (Please use separate sheet if necessary.)
(Please sign below and at the back of each page.)
I/We certify that this evaluation report and recommendation are my/our own and have been made without
any undue influence from others.
Date: ___________________________
6.4.1 Descriptors for Factors 1 to 4 of the Evaluation Rating Sheet PRINT Resources
Important: These descriptors will guide you in giving an objective rating for each criterion item in the
rating sheet. For ratings of 3 and below, your written comments in the rating sheet should
indicate specific pages and brief descriptions of inadequacies in the material.
Factor 1: Content
1. Content is suitable to the student's level of development.
Descriptor:
The scope, range and depth of content and topics are appropriate to the target audience learning needs
The level of difficulty is appropriate for the intended target audience age and stage of learning
The level of detail is appropriate for the achievement of the specified learning outcomes for the intended
target audience
2. Material contributes to the achievement of specific objectives of the subject area and grade /
year level for which it is intended.
Descriptor:
Material promotes achievement of objectives of the intended subject area(s) and grade / year level(s).
Material supports the achievement of learning objectives and outcomes of the intended subject area(s) and
grade / year level(s)
Material reinforces, enriches, and or leads to mastery of certain learning competencies
3. Material provides for the development of higher cognitive skills such as critical thinking,
creativity, learning by doing, inquiry, problem solving, etc.
Descriptor:
The learning activities require cognitive effort not just chance selection of responses
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 53
The learning activities include one or more of the 6 facets of learning. (Explain, interpret, apply, have
perspective, empathize, have self knowledge)
User is required to assume an increased responsibility for their learning.
Material promotes development of higher order thinking skills.
4. Material is free of ideological, cultural, religious, racial, and gender biases and prejudices.
Descriptor:
Refer to the Social Content Guidelines Section 6.8.
There are no ideological, cultural, religious, racial, and gender biases and prejudices found in the
material. Presentation of social content including values and perspectives is fairly represented. All social
content is fairly presented and does not violate the Social Content Guidelines
7. Adequate warning / cautionary notes are provided in topics & activities where safety & health
are of concern.
Descriptor:
Inclusion of adequate warning / cautionary notes (where needed) is evident in the material.
For example: “How to” instructions; symbols to represent health and safety requirements for activities.
Factor 2: Format
1. Prints
1.1 Size of letters is appropriate to the intended user.
1.2 Spaces between letters and words facilitate reading.
1.3 Font is easy to read.
1.4 Printing is of good quality (i.e., no broken letters, even density, correct alignment, properly placed
screen registration).
2. Illustrations
2.1 Simple and easily recognizable
2.2 Clarify and supplement the text
2.3 Properly labelled or captioned (if applicable)
2.4 Realistic / appropriate colors
2.5 Attractive and appealing
2.6 Culturally relevant
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 54
3.4 Harmonious blending of elements (e.g., illustrations and text)
Descriptor:
Consider quality of paper, packaging and binding is appropriate for the intended use and expected life of the
resource.
5. Sentences and paragraph structures are varied and interesting to the target reader.
Descriptor:
Sentences and / or paragraph structures are varied and interesting to the target reader.
Language structures enhance meaning making.
Note the effective use and placement of topic sentences in paragraphs; this is usually easier at the beginning
or end.
1. Conceptual errors
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 55
Descriptor:
No conceptual error found
Presentation of content will not lead to the development of misconceptions or misunderstanding.
2. Factual errors
Descriptor:
No factual error found
Presentation of factual content is accurate and up-to-date.
No outdated information, improper use of statistics; inaccurate graphs; over simplified models, examples or
simulations.
3. Grammatical errors
Descriptor:
No grammatical error found No
spelling errors.
4. Computational errors
Descriptor:
No computational error found 5.
Obsolete information
Descriptor:
No obsolete information found
6. Other errors such as errors in illustrations, diagrams, pictures, maps, graphs, and tables
Descriptor:
No error found
No outdated information- maps; inaccurate graphs, diagrams or pictures.
No over simplified models, examples or simulations.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 56
6.5 Evaluation Rating Sheet for Charts, Posters, Drill / Flash Cards and
Manipulatives.
Title:
Type:
Intended for: Grade/Year level(s): __________Subject area(s):___________________________________
Author(s): ______________________________________________________________________________
Publisher: ____________________________________ Distributor / Supplier: ________________________
Copyright year: _______________________ No. of Pages: _____________
Instructions: Examine the material carefully and for each evaluation criterion consider the extent to
which the resource meets the criteria. Check the appropriate number [with 4 being Very Satisfactory
(VS); 3 - Satisfactory (S); 2 - Poor; and 1 – Not Satisfactory]. For a rating below 4, write your
comments/justifications on each evaluation criterion. If an evaluation criterion is Not Applicable (NA),
the material is rated 3 on said criterion. Attach extra sheets if necessary. Your report may be
completed in soft or hardcopy. Please write legibly if completing in hardcopy
6. Visuals are suitable to the age level and interests of the target
user.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 57
Total Points
Passed
Note: Resource must score at least 30 points out of a maximum
40 points to pass this criterion. Please put a check mark on the
appropriate box
Failed
Factor B. Other Findings Not Present Present & Poor
Present but very requires major
Note down observations about the information contained in minor & redevelopmen
Do not
the material, citing specific pages where the following errors 4 must be t evaluate
are found: fixed further
2
3 1
1. Conceptual errors.
2. Factual errors.
Total Points
Passed
Note: Resource must score at least 16 points out of a maximum
16 points to pass this criterion. Please put a check mark on the
appropriate box
Manipulative
Complete Evaluation for Factor A and B above as well as Factor C
Factor C. Additional requirements for Manipulative VS S/NA Poor Not
Satisfactory
4 3 2
1
Instructional Design
1. Adequate support material is provided.
Technical Design
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 58
4. Manipulative is safe to use.
Total Points
Passed
Note: Resource must score at least 18 points out of a maximum
24 points to pass this criterion. Please put a check mark on the
appropriate box
Failed
Other Comments
Recommendation
Note: Any material that fails Factor B must not be recommended for use in public schools
until the identified issues have been fixed.
i. I / We recommend the approval of this material for possible use in public schools provided that the
corrections / revisions included in this report are made. (For commercial resources (non-DepED
owned resources) the Publisher must implement all recommended corrections / revisions in their
next printing or provide errata.)
ii. I / We do not recommend the approval of this material for possible use in public schools for the
reasons stated below and/or cited in this evaluation report. (Please use separate sheet if necessary.)
I/We certify that this evaluation report and recommendation are my / our own and have been made
without any undue influence from others.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 59
Evaluator(s): _____________________________Signature(s): ___________________________
(Please print your full name)
Date: ________________________________
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 60
6.5.1 Descriptors for Factors A to C of the Evaluation Rating Sheet for Charts, Posters, Drill / Flash
Cards and Manipulatives
Important: These descriptors will guide you in giving an objective and quantifiable score for each criterion
item in the rating sheet. For ratings of 3 and below, your written comments in the rating sheet should
indicate specific part and brief descriptions of inadequacies in the material. If a criterion is not
applicable, give it a rating of 3.
Factor A. Content
1. Content reinforces, enriches, and/or leads to the mastery of certain learning competencies for
the subject and grade/year level it was intended.
Descriptor:
Very satisfactorily reinforces, enriches, and/or leads to mastery of certain learning competencies
Material supports, compliments achievement of learning competencies of the subject area and grade / year
level for which it is intended.
6. Visuals are suitable to the age level and interests of the target user.
Descriptor:
Design, layout, complexity of information contained in visuals is appropriate for the age level.
7. Visuals are clear and adequately convey the message of the subject or topic.
Descriptor:
All visuals are clear and adequately convey the message of the subject or topic.
Visuals are used to enhance understanding of the content.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 61
8. Typographic layout / design facilitate understanding of concepts presented.
Descriptor:
Font size and type and spacing enhance readability for the intended use of the material.
There is adequate contrast between all elements on the page.
1. Conceptual errors
Descriptor:
No conceptual error found
Presentation of content will not lead to the development of misconceptions or misunderstanding.
2. Factual errors
Descriptor:
No factual error found
Presentation of factual content is accurate and up-to-date
No outdated information, improper use of statistics; inaccurate graphs; over simplified models or examples.
4. Other errors (i.e., computational errors, obsolete information, errors in the visuals, etc.)
Descriptor:
No error found
No outdated information – maps; inaccurate graphs, diagrams or pictures.
Factor C. Manipulative
Instructional Design
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 62
3. Suggested activities support innovative pedagogy.
Descriptor:
Materials should actively involve target users in exploring, testing and applying ideas.
Materials should invite repeated use over an extended period of time.
Technical Design
5. Size and composition of the manipulative is appropriate for the intended audience.
Descriptor:
Consider the manual dexterity and strength of the intended user
Consider whether the material is durable enough to withstand repeated use.
Are there many small pieces that can be easily lost?
Can missing pieces be easily replaced or substituted?
6. Suggested manual tasks within the activities are compatible with the motor skills of the intended
users
Descriptor:
Consider the manual dexterity and strength of the intended user.
6.6 Evaluation Rating Sheet for Non-Print Materials
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 63
Factor A. Content Quality VS S/NA Poor Not
Satisfactory
4 3 2
1
4. Content is up-to-date.
Total Points
Passed
Note: Resource must score at least 30 points out of a maximum
40 points to pass this criterion. Please put a check mark on the
appropriate box
Failed
Factor B. Instructional Quality VS S/NA Poor Not
Satisfactory
4 3 2
1
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 64
4. Level of difficulty is appropriate for the intended target user.
Total Points
Passed
Note: Resource must score at least 30 points out of a maximum
40 points to pass this criterion. Please put a check mark on the
appropriate box.
Failed
Factor C. Technical Quality VS S/NA Poor Not
Satisfactory
4 3 2
1
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 65
8. Visuals provide accurate representation of the concept
discussed.
10. The design allows the target user to navigate freely through the
material.
Technical Evaluation: Complete Section G. Interoperability: Technical format Checklist for conformance If
not already completed prior to this review.
Total Points
Passed
Note: Resource must score at least 39 points out of a maximum
52 points to pass this criterion. Please put a check mark on the
appropriate box
Failed
Not Do not
Factor D. Other Findings Present Present &
present evaluate
but very requires major
Note down observations about the information contained in minor & redevelopmen
the material, where the following errors are found: 4 must be t further
fixed
2 1
3
1. Conceptual errors.
2. Factual errors.
Total Points
Passed
Note: Resource must score at least 16 points out of a maximum
16 points to pass this criterion. Please put a check mark on the
appropriate box
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 66
Recommendation
Note: Any material that fails Factor D must not be recommended for use in public
schools until the identified issues have been fixed.
A material which Failed in at least one of the four Factors in this rating sheet should not be
recommended for possible use in public schools
Date: ________________________________
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 67
6.6.1 Descriptors for Factors A to D Evaluation Rating Sheet for Non-Print Materials
Important: These descriptors will guide you in giving an objective and quantifiable score for each criterion
item in the rating sheet. For ratings of 3 and below, your written comments in the rating sheet should
indicate specific part and brief descriptions of inadequacies in the material. If a criterion is not
applicable, give it a rating of 3.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 68
Material promotes higher order thinking skills.
The learning activities include one or more of the 6 facets of learning (explain, interpret, apply, have
perspective, empathize and have self knowledge)
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 69
6. Material is enjoyable, stimulating, challenging, and engaging. Descriptor:
Pedagogy is innovative
Scaffolds and challenges students level of understanding. The design, presentation and representation of
information promote user engagement.
9. Target user can control the rate and sequence of presentation and review.
Descriptor:
Users can revisit and replay active content.
Users can decide when to progress to the next step.
Access to different information/concept chunks is either logical or intuitive; if random there is a clear
indication of the relationship of the chunks and the various paths available for exploring them.
C. Technical Quality
4. Music and sound effects are appropriate and effective for instructional
purposes Descriptor:
Music and sound effects are used effectively. For example, as a focussing or cueing device.
5. Screen displays (text) are uncluttered, easy to read, and aesthetically pleasing.
Descriptor:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 70
The screen displays are pleasing, uncluttered, and easy to read.
The amount of text on screen is limited to the screen area rather than requiring continuous scrolling.
Longer text employs pagination techniques to navigate forward and back through the text.
10. The design allows the target user to navigate freely through the
material. Descriptor:
Navigation is clearly linked to the instructional purpose and learning design.
Navigation does not interfere with users’ engagement in the content.
Any time spent learning the interface or control functions is small compared to the time on task functions.
11. The material can easily and independently be used. Descriptor:
The material allows and encourages students to work independently.
1. Conceptual errors
Descriptor:
No conceptual error found
Presentation of content will not lead to the development of misconceptions or misunderstanding
2. Factual errors
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 71
Descriptor:
No factual error found
Presentation of factual content is accurate and up-to-date
No outdated information, improper use of statistics; inaccurate graphs; over simplified models or examples.
4. Other errors (i.e., computational errors, obsolete information, errors in the visuals, etc.)
Descriptor:
No error found
Instructions: Read the reference material carefully and rate it along each evaluation criterion by checking the
appropriate number: 5 – Excellent, 4 – Very Satisfactory, 3 – Satisfactory, 2 – Fair, 1 – Poor. If an evaluation
criterion is Not Applicable, the material is rated 3 on said criterion. For a rating below 4, cite specific examples
and/or reasons for your rating. Attach extra sheets if necessary. Your report must be completed in soft or
hardcopy. Please write legibly if completing in hardcopy..
Factor A. Content E VS S F P
5 4 3 2 1
5. Visuals are relevant to the text and suitable to the age level
and interests of the target user.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 72
7. Typographic layout / design adequately supports concepts
presented.
Total Points
Passed
Note: Resource must score at least 30 points out of a
maximum 40 points to pass this criterion. Please put a check
mark on the appropriate box
Criterion 2 must achieve 5 points.
Failed. All issues must be documented in
the Other findings section
2. Cite examples of grammatical, typographical, visual, or graphic (illustrations, diagrams, pictures, maps, graphs,
tables) errors found. Indicate the line and page numbers where specific errors are found.
Other comments
Recommendation
Note: Any material that fails factor A, Criterion 2 must not be recommended for use in
public schools until the identified issues have been fixed.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 73
owned resources) the Publisher must implement all recommended corrections / revisions in their next
printing or provide errata.)
ii. I / We do not recommend the approval of this material for possible use in public schools for the
reasons stated below and/or cited in this evaluation report. (Please use separate sheet if necessary.)
I/We certify that this evaluation report and recommendation are my / our own and have been
made without any undue influence from others.
Date: ________________________________
6.8 Social Content Guidelines
To ensure that text, art, and photos / illustrations of textbooks and teacher’s manuals and other
instructional materials teach social values as well as Government's educational thrusts, the
following guidelines on social content are prescribed:
The Nation and Citizenship
• Treat national symbols and institutions with respect.
• Foster obedience to and respect for the Constitution and the law.
• Encourage participative and responsible citizenship (e.g., depicting individual initiative rather than
overdependence on organized government aids and dole-outs).
• Avoid any bias favoring foreign products, practices, and values.
• Use illustrations and photographs of Philippine communities, objects, animals, and people.
• Show Filipino technology, games, dances, dress, food, festivals, celebrations, and customs.
Society
• Depict contributions of men and women, ethnic and cultural groups in economic and social progress.
• Foster attitudes of tolerance, understanding, and appreciation of the diverse sectors and groups in
society.
• Present a balanced rural and urban society.
• Give example of lifestyles or situations existing outside Metro Manila. Use both rural and urban
situations without stereotyping either.
• Avoid comparisons which may be divisive to social classes, cultural, or religious groups.
• Show respect for different family patterns (nuclear, extended, single parent or two parents).
• Promote and respect the rights of children, elderly, differently able, and other vulnerable sectors of
society.
• Refrain from devoting space and attention to fads or transitory personages and events, untested
theories or views.
• Promote the need for the high ethical standards and codes of behavior and their observance in all
aspects of Philippine society.
• Do not depict physical, sexual, and mental abuse of adults and children as well as violent sports and
entertainment.
• Do not give situations that would encourage crime, violence, and vices.
• Avoid materials that malign people, promote violation of laws and matters contrary to law and
morality.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 74
Race, Ethnicity, and Culture
• Respect racial, ethnic, and cultural diversity in our society.
• Avoid bias and stereotypes in reference to any individual or groups.
• Avoid inaccurate, unnecessary, or inappropriate portrayal of or reference to racial/ethnic or cultural
customs, symbols, observances, festivals, dress, names, or language.
Religion
• Use religious references, symbols, celebrations, and language (in the text, illustrations, and
photographs) only when appropriate to the subject matter.
• Ensure that any appropriate references to religious groups are accurate and authentic within the
setting and/or period of history presented.
Role Models
• Avoid sex bias; stereotyping of male and female roles.
• Portray husbands and wives as partners in homemaking and family management
• As much as possible avoid choice of living persons as role models, except for persons of exceptional
and acknowledged accomplishment or virtue regardless of their racial, ethnic, or cultural origin or
affiliation.
• Refrain from glorifying or unduly extolling persons and their accomplishments.
• Present a balanced picture of roles of workers and managers.
• Show good role models of public servants such as police officers, soldiers, and government officials
instead of caricaturing or ridiculing them.
• Show workers who contribute to Philippine development. Gender
• Avoid sexist language, bias, and stereotyping of males and females as to professions, occupations,
contributions to society, and home and family roles and behaviours.
• Do not differentiate either explicitly or implicitly between the capability of males and females to
contribute to the political, economic, or social well-being of Philippine society or the world.
• Maintain balance in treatment of gender roles, occupations, and contributions in the text and
illustrations.
Population
• Promote responsible parenthood and shared decision-making in various areas of home life (e.g.,
family planning, family financing, education of the children, etc.)
Health and Safety
• Promote physical and mental well-being of males and females, children and adults.
• Discourage use of tobacco, alcohol, narcotics, and restricted drugs.
• Avoid depicting enjoyment of junk food.
• Promote health and safety standards and precautions. Environment
• Portray efforts to conserve the country's natural resources and protect the quality of the
environment.
• Promote personal and community involvement in environmental management for
sustainable development. Others
• Avoid commercial brand names and corporate logos.
• Encourage humane treatment of animals and respect for life of all kinds (including plants).
6.9 Technical Evaluation Guidelines and Checklist:
This checklist is derived from the LRMDS Technical Specification. Refer to Section 10.2.
Instructions:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 75
1. Digital resources may be:
a) digital and accessible online or offline (any digital file or composite of files that can be
stored in an online repository or is distributed on CD, DVD, USB)
b) digital offline (DVD, , VCD, Videotape, audio cassette tape)
2. For a)Review using Sections A-F Usability Characteristics and Section G Technical Format
Characteristics
3. For 1b) Complete Sections G and H.
4. Provide the following information: Title of the Material:
Subject Area:
Target Learner/User:
A Multimedia Design
1. Media elements are of sufficiently high quality.
B Overall Interface
1. The design is visually appealing.
2. The design is simple, i.e. not cluttered with irrelevant devices and
information.
3. The design is consistent throughout successive displays.
4. Contains sufficient information and directions for the user to use the
resource.
5. The ways to navigate through the material are clear.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 76
6. Labels, buttons, menus, text, and general layout of the resource are
consistent and visually distinct
7. Fonts are readable in terms of size, color and contrast between the
background and the text
8. The user is always made aware of what to do next.
9. The resource provides feedback about the system status and the user’s
responses.
10. The user is informed of their position in the resource relative to its beginning
and end.
11. The user is informed when a new window (such as a browser window, tab or
pop up) will be displayed.
1. Clear visual indicators are used to display the position of the cursor on the
screen.
2. The cursor changes shape to indicate its function and provide information
to the user.
3. The resource responds obviously and appropriately to learners’ actions.
4. Icons that can be selected are designed to suggest their intended use.
5. Controls found in many parts of the resource (menus, buttons, and so on)
that serve similar functions throughout the resource are placed in similar
locations in all displays.
6. Menus, buttons and other familiar controls use the same or similar formats
and appearances throughout the resource.
7. A control that can be selected provides dynamic information to the user
about the specific function (e.g. the mouse cursor changes appropriately
and/or the control changes its visual appearance in some way).
8. A control that has been selected indicates to the user that the selected
event has been recognized.
1. The user can adjust the size of the font for displayed text.
2. The user can adjust the magnification of displayed materials.
3. Methods to support navigation are clear and consistent throughout the
resource (e.g. arrows, keyboard shortcuts, menus).
4. The user can return to a previous state of the system and repeat from there.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 77
1. Data entry fields contain default values.
2. Inputs into data entry fields are constrained so that only permissible values
can be entered.
3. The user is informed what the expected format of an entry (e.g. a date
value) is, before the user makes the entry.
4. The user is explicitly told when he or she needs to provide input.
5. The user can control the length of time required to submit the data on a
data entry form. (E.g. A “done” button is provided for the user to indicate
completion of all data entry).
6. The user is informed of exactly what is wrong with any erroneous data
entries.
7. The user can correct erroneous data entries / supply missing entries
without having to re-enter correct items on the same form.
8. Mandatory fields are clearly marked as such.
9. Drop down lists of previously entered values are presented when the user
subsequently enters data into similar fields.
10. Data entry forms support the tab key to move between entry fields.
11. The fields on the data entry form are visited in a logical order when the tab
key is used to move between them.
F Hyperlinks
1. Hyperlink text provides information about where the link will lead.
2. Hyperlinks are formatted using acceptable formatting conventions for links
(e.g. distinctive underlined font).
3. Hyperlink text is consistently formatted throughout the resource.
4. The cursor changes appearance when it moves over the text of a hyperlink
to inform the user of the presence of a hyperlink.
5. Hyperlinks that result in the user being directed to material that is external
to the current resource are clearly indicated.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 78
□ Linux
□ Shockwave (10)
□ QuickTime (7+)
□ Java Applets
Scripting
□ JavaScript
□ SWF
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 79
Standalone files Must be “portable” format
□ Open Office
□ Word/Excel/Power point
□ TXT
□ PDF
□ RTF
□ Web 2.0
□ XML
Size Total file size in bytes
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 80
7 Evaluating online Sites and Resources for Cataloguing
Title of online site __________________________________________________________________________
URL: __________________________________________________________________________
Learning resources Teaching resources Professional Development materials
Grade / Year level/s:__________
Copyright owner: ______________________________________________ Contributors:
Evaluation Results
The following evaluations must be completed for the online site and resources.
Recommendation
(Please put a check mark ( ) in the appropriate box.)
i. I / We recommend the approval of this site for including in the LRMDS catalogue.
ii. I / We do not recommend this site to be included in the LRMDS catalogue for the reasons cited in this evaluation report.
I/We certify that this evaluation report and recommendation are my / our own and have been made without any undue influence from others.
Date: ________________________________
7.1 Online Site Evaluation Rubrics
Review the contents of the site using:
1. Educational Soundness Evaluation Checklist (Section 6.2)
2. Evaluation sheet for non-print resources: (Section 6.6)
3. Technical Specification Evaluation Section A-F (Section 6.9)
4. Complete IPR Evaluation (Section 6.1)
5. Indicate your overall response to the evaluation of online sites/links/external repositories by using the scale shown below :
1 - “Unsuitable, 2 - “Unsatisfactory”, 3 - “Satisfactory“, 4 - “Very satisfactory” 5 - “Excellent” Sites
to be catalogue must score 3 and above for all criteria.
CRITERIA/LEVEL 5 4 3 2 1
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 82
1 Links to external All the hyperlinks are to All the hyperlinks are to Some of the hyperlinks Many of the hyperlinks All of the hyperlinks are to
resources resources that are relevant to resources that are are to resources that are to resources that are resources that are irrelevant
the home site and are of a relevant to the home have limited relevance to not relevant to the main to the main purposes of the
high quality. site and of satisfactory the home site. purposes of the home home site and/or of dubious
quality. site or are to sites of quality.
dubious quality.
2 Copyright and Conditions The site Intellectual Property The site Intellectual The site Intellectual The site Intellectual The site Intellectual
of User Rights and Conditions of Use Property Rights and Property Rights and Property Rights and Property Rights and
are clearly communicated on Conditions of Use are Conditions of Use are Conditions of Use are not Conditions of Use are not
each page and for all resource clearly communicated clearly communicated on clearly communicated. stated.
hyperlinks. on the main pages of the home pages of the
3 Safety and security in The site is Copyright to and The site is Copyright to The site is Copyright to The site is Copyright to There is no information
relation to authenticity maintained by an accepted and maintained by an and maintained by an and maintained by an available as to the status the
and integrity of providers and trusted educational entity accepted and trusted accepted and trusted accepted and trusted Intellectual Property Rights
and/or organization. educational entity and educational entity and or educational entity and or of the site or the Conditions
or organization. organization. organization. of Use.
The site is copyright free for
non-commercial and The site is copyright The site is copyright and The site is copyright but
educational use.
Creative Commons license
free for registered users available only to
for noncommercial and subscribers for
there is no information
about the Conditions of
terms are displayed. noncommercial and Use.
educational use.
educational use.
4 Site hyperlink There is a site map. There is NO site map. There is NO site map. There is NO site map. There is NO site map and
Browsing. At least 5 levels of Hyperlink browsing Hyperlink browsing hyperlink browsing results
At least 5 levels of hyperlink
hyperlink browsing results in retrieval of results mostly in in retrieval of totally
browsing within the site
within the site does some unrelated retrieval of unrelated unrelated and/or unethical
does not result in
presentation of non-relevant not result in content and content and content and information.
or unethical content or
information.
presentation of any
non-relevant or
information. information.
unethical content or
information.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 83
8 LRMDS Request Brief
8.1.1 Purpose
A Request Brief is a written explanation - given to the development and production team by
a requesting party or client to describe the specific service required and the general design
requirements of the resource to be developed or produced.
The purpose of this document is to describe in detail the service required and the design
requirements of a client/user for an existing resource that is to be reproduced, digitized, or
redeveloped and for the design of new resources. The brief outlines the competencies,
learning outcomes, objectives, and activities of a learning/teaching PD resource, the
intended user of the resource and the context or environment in which a resource will be
used. It would also include information relating to production output format, distribution and
modes of preferred access.
A more thorough and articulate Design Brief which is a critical part of the design process will
be prepared as part of the Development and Production process. It helps develop trust and
understanding between the client and designer - and serves as an essential point of
reference for both parties.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 84
Design and Develop a new resource
Print
Multimedia
Blended
Master Copy /Original copy of the resource attached
Yes
VCD
Audiotape
Videotape
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 85
Author/Writer/s Name:___________________________________________________
Name of Institution (School, Division, Region, Bureau) ________________
Publisher’s name (if commercially developed) ___________________________________
Copyright owner: ___________________________________
Address and contact numbers
Special program for the Arts or other programs for the gifted
SPED (Specify) ________________________________________
Other (specify) _______________________________________
Alternative delivery modes (indicate modality and/ or program in which resource will
be used)
Example: EASE, to be used as a print and off-line digital resource
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 86
8.1.5 Suggestions for redesign and development of an existing resource
Please provide the necessary information:
Key learning/teaching ideas/activity
Describe the key activity in relation to the concept that is intended to be learned.
Describe the active learning processes in relation to knowledge, skills associated with the
domain/discipline.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 87
NOTE: For Development and Production of a new Professional Development Resource a
completed Training and Development Program Design must be attached to this Request
Brief.
9 References
BECTA 2006. Quality principles for learning resources. ://[Link]
Bobby – Usability Evaluation Tool ://[Link]/bobby/
British Columbia, Ministry of Education 2002. Evaluating Selecting and Managing Learning
Resources: A Guide.. ://[Link]/irp/resdocs/esm_guide.pdf
CAST Universal Design for Learning Guidelines v1.0
://[Link]/publications/UDLguidelines/[Link]
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 88
Code of Fair Practices in Fair Use for Media in Literacy Education
://[Link]/resources/publications/code_for_media_literacy_education
/
Curriculum Corporation, The Learning Federation
://[Link]/for_jurisdictions/content_development_process/content
_development_process.html
DepED. 2008. Regional Handbook in the Content Evaluation of Supplementary Materials.
IMCS.
DepED, 2006. Framework and Standards for Effective School-Based Management Practice
Towards Improved Learning Outcomes. Basic Education Sector Reform Agenda (BESRA).
KRT1.
DepED, 2006. Guidelines for Promoting Effective School-Based Management Practice
Towards Improved Learning Outcomes. Basic Education Sector Reform Agenda (BESRA).
KRT1.
DepED, [Link] Policy Measures and Capacity Development Interventions for
Promoting Effective School-Based Management Practice Towards Improved Learning
Outcomes. Basic Education Sector Reform Agenda (BESRA). KRT1.
DepED-STRIVE, 2009. Support of Basic Education Fund (SOBEF) Operations Manual
Evaluation ://[Link]/Downloads/[Link]
Evaluating Websites criteria and tools- Cornell University
://[Link]/olinuris/ref/research/[Link]
Government Procurement Policy Board. Manual of Procedures for the Procurement of
Goods and Services. Volume 2, June 2006. Republic of the Philippines
Reeves T.C., and Hedberg J.G. 2003. Interactive Learning Systems Evaluation, Educational
Technology Publications, New Jersey, USA. ISBN. 0-87778-304-7.
Thomas Reeves, Evaluation course [Link]
Western Michigan University Evaluation Centre
://[Link]/evalctr/checklists/[Link]#create
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 89
10 Appendices
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 90
10.1 LRMDS Educational Soundness Specification
Introduction
The Educational Soundness Specification is based on the holistic approach to education that gives emphasis
on the underlying principles that each person finds identity, meaning and purpose in life through connections
to the community, to the natural world and to spiritual values such as compassion and peace.
Holistic education aims to call forth from people an intrinsic reverence for
life and a passionate love of learning. This is the definition given by Ron
Miller, founder of the journal Holistic Education Review (now entitled
Encounter: Education for Meaning and Social Justice). The term holistic
education is often used to refer to the more democratic and humanistic
types of alternative education. Robin Ann Martin (2003) describes this
further by stating, “At its most general level, what distinguishes holistic
education from other forms of education are its goals, its attention to
experiential learning, and the significance that it places on relationships
and primary human values within the learning environment.” (Paths of
Learning) [Link]
The specification for educational soundness is focused on the underlying principles of connectedness,
wholeness, and being; thus within this context learning resource materials will be developed, produced, and
evaluated.
Taking into consideration these underlying principles, the specifications will ensure capacity of online and
offline learning and teaching resources to successfully promote quality learning.
This Educational Soundness Specification adopted and made use of relevant and applicable measures and
requirements of the existing specification of the The Learning Federation Schools Online Curriculum Content
Initiative. ://[Link]
Purpose
This Specification for Educational Soundness will guarantee the pedagogical quality of online and offline
learning and teaching resources (LR/TR) and is guided by the six goals of Education for All (EFA) by 2015
(UNESCO) and by the requirements of DepED Curriculum 2010.
The six goals are:
Goal 1: Expand early childhood care and education
Goal 2: Provide free and compulsory primary education for all
Goal 3: Promote learning and life skills for young people and adults
Goal 4: Increase adult literacy by 50 per cent
Goal 5: Achieve gender parity by 2005, gender equality by 2015
Goal 6: Improve the quality of education
Obligations
Curriculum planners, developers and stakeholders will fulfil the following obligations in undertaking and
delivering learning, teaching and professional development resources DepED students and teachers.
• to work towards the DepED policy vision of achieving high quality online/offline curriculum resources
which foster the essential skills and knowledge that young Filipino learners need for the 21st century
• to consult with relevant organisations and user groups in establishing, implementing and reviewing
this educational soundness specification
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 91
•
to draw on relevant domain expertise, stakeholder representation and users in the formulation and
enactment of the specification for evaluation, design and development and quality assurance
purposes through involvement in validation, refinement, pilot-testing before the actual
implementation.
• to proactively review, give feedback and, as appropriate, evolve the educational soundness
specification to reflect the body of knowledge and practice derived from the quality assurance
framework of LRMDS.
Conformance
All resources catalogued and or accessible via the LRMDS repository must adhere to the principles and
measures and requirements described in this specification.
Principles
The Specification is underpinned by four principles:
• Integrity
• Learner-focus
• Usability
• Accessibility Integrity
This principle recognises that the integrity of the content is a critical component of educational soundness.
Integrity will be achieved when the content is authentic and when the learning resource design takes account
of:
• the ways knowledge is conceptualised within the domain
• the skills and competencies of the domain
• the ways of communicating both within and outside the domain and is inclusive of the knowledge
and understandings valued by various user groups and communities. Learner Focus
This principle recognises that the learner is central to the concept of educational soundness.
• The design of digital and non-digital learning, teaching and professional development resources will
respond to a detailed profile of the users for whom the material is intended. This profile is derived
from relevant school demographics and educational data.
• The design will recognise that no two students learn in the same way. Across and within the same
profile group, learners vary greatly in the ways they communicate (see, hear, speak, move), relate,
think, behave, experience, feel, act, reflect, create, engage and remember.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 92
•
The design recognises cognitive development, diversity of learning, application to real world
situation, multiple intelligences, constructivism and tele-collaborative, collaborative and cooperative learning
Resources will be considered to have learner focus when it has purpose, meaning and relevance for the
learners and it:
• Enables learners to interact with, organise, represent, interpret and manage the process of learning
and the information flow
• Contextualises student learning by making connections with prior learning and likely future learning
through virtual and physical/face-to-face modalities
Usability
This principle recognises that usability in the educational context is fundamental. Usability means that the
learning or teaching resource:
• is relevant in terms of the curriculum
• accurately represents the ways of knowing and conceptualising the content domain
• uses the language and symbols of the content domain and its ways of representation and supports
students in developing and using them
• presents controversial issues with balance and fairness and in accordance with mandated
curriculum policies, where these apply
• assists the learner with identifying and differentiating between different points of view and
perspectives presented
• incorporates content area advice supplied by expert representatives from relevant domains and
practice areas.
Learner Focus
Measures that will achieve learner focus include the following.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 93
•
age and stages of schooling, including ALS
• socioeconomic status
• eliciting and receiving relevant, timely and informative feedback • interpreting, developing
• facilitating assessment of how learning is progressing. Learning design that contextualises student
learning through:
• establishing connections with prior and likely future learning
• making explicit to the learner the connections between the online content and the learning intention
• supporting communication, activity and collaborative action, both online and offline
• allowing the input of data collected offline to directly affect the responses, behaviour and product of
the learning object
• the purpose, process and intended outcomes of the learning are explicit
• learning and information design is intuitive (that is, the user knows what to do and how to do it)
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 94
•
Accessibility
Measures that will achieve accessibility include the following.
The resource will be accessible when it:
• complies with accessibility standards for students with disabilities and for culturally diverse and
remote communities
• utilises the capacity of media including multimedia to support student acquisition of intelligible
English and Filipino languages
• provides specific language support for students whose first language is not English
• is appealing to and inclusive of students of all genders, socioeconomic groups, ages, races and
cultures.
References
The Learning Federation, Curriculum Corporation Australia
://[Link]/for_jurisdictions/content_development_process/learning_objects/specifi
[Link] Sourced: 03/12/2008
Howard Gardner, 2008 Multiple Intelligences ://[Link]/MI/[Link]
Sourced: 03/12/2008
Jean Piaget Theory of Cognitive Development [Link]/learning/[Link]
Sourced: 03/12/2008
UNESCO Education for All (EFA) 2015
://[Link]/education/en/ev.phpURL_ID=46881&URL_DO=DO_TOPIC&URL_SECTION=[Link]
Sourced: 03/12/2008
BECTA 2006. Quality principles for learning resources. ://[Link]
CAST Universal Design for Learning Guidelines v1.0
://[Link]/publications/UDLguidelines/[Link]
British Columbia, Ministry of Education 2002. Evaluating Selecting and Managing Learning Resources: A
Guide.. ://[Link]/irp/resdocs/esm_guide.pdf
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 95
LRMDS Educational Soundness General Evaluation Criteria
Instructions:
a)The criteria may be used for the purpose of Assessing and Evaluating existing
LR/TR/PDM for reproduction, redesign and development.
b)The criteria may also be used during the design and development stages of Development
and Production of LR/TR/PDMs.
c) This checklist is used by the Education specialist (subject matter or curriculum expert) to
evaluate an existing resource.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 96
- enhance learners’ social
capital – their knowledge of
how the world works and how
to make a way in it
8. Reflects the learner profile for (an Learner Focus agreed group of priority grade/year
levels/strands) agreed curriculum priority area
9. Presents the same idea to – Learner Focus learners in multi/multiple directional
modes
- *visual text (e.g. pictures, diagrams)
- *verbal (written) text
- symbolic representations
- oral (spoken) text
- both static and dynamic images
10. Learning objectives are made Learner Focus explicit to learners
11. The target learners are clearly Learner Focus identified (academic
level/technical ability/demographics addressed)
12. The learning resource structures Learner Focus information content in order to
scaffold learners learning
13. The learning resource provides Learner Focus an opportunity for learners to obtain
feedback either within or outside the learning content
14. Pre-requisite knowledge/skills are Learner Focus clear with connections to prior
and future learning
15. The learning resource stands Learner Focus alone and reflects an awareness
of the varying educational environments in which learning sequences and resources may be
used.
16. The learning resource is easy to Usability use (time and effort to use it is
reasonable) and the language is appropriate for the user.
17. Clear instructions for using the Usability learning resource are provided
(purpose, processes, intended outcomes are explicit).
18. Learning and information design is Usability intuitive (the user knows what to do
and how to do it)
19. The learning resource medium Usability maximizes the opportunities for
learners to achieve the learning
outcomes
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Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 99
10.2 LRMDS Technical Specification for learning, teaching and
professional development resources
Introduction
This document describes the principles and standards for the technical aspects of the LR/TR/PDM as
related to LRMDS. The standards herein, following the ISO definition of the term standard, represent
agreements that contain technical specifications and other precise criteria to be used rigorously to
ensure that materials, products, processes and services of the LR/TR/PDM and LRMDS are
technically fit for their purpose.
Purpose
The specifications in this document define the guiding principles and technical standards that should
be applied in the assessment and/or production of digital learning, teaching and professional
development resources that are to be incorporated into the LRMDS and subsequently made available
to educators, education stakeholders and learners through catalogues and repositories.
The specifications follow established international standards, in particular the e-learning standards of
the IMS Global Learning Consortium ://[Link]/ for accessibility and guidelines on user
interface design and evaluation from The Learning Federation ://[Link] A
range of established technologies is prescribed in the standards to ensure the interoperability of the
LRMDS systems and resources.
Obligations
The technical specification team will implement the following obligations in undertaking and delivering
the technical standards outcomes:
1. consult with BESRA TWG, NLS-TWG, IMCS, ICT committee, central DepED, region and
division management, and technical advisers and associated DepED personnel
representing LRMDS and the other components of STRIVE
2. ensure that the standards are adopted by DepED and are thus subject to adoption for
national education support systems and adapted and augmented in the future as necessary
Principles
Accessibility
The resources and associated systems can be said to be accessible to the learners and teachers
directly and indirectly when they interact with LRMDS, if the resources are responsive to the needs of
individual users, in particular taking into account individual differences between users in their
preferences for, and abilities to effectively process, various media and modalities. This implies that
various modalities are used together in a coordinated way, so that information is not conveyed
through the use of one modality alone. In particular, accessible resources permit the user to exercise
some control over ensuring that the resource caters for that user’s personal preferences. Usability
The usability of a system is connected with its accessibility (see immediately above); however, here
usability refers to the conformance of the resources and systems of the LRMDS to a set of standards
that have been adapted from well-established guidelines for the design of effective user interfaces.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 100
Interoperability
The standards specify that the resources, and the LRMDS itself, can be used to their full extent on a
variety of common platforms, operating systems and web browsers.
It should be noted that, if the resources conform to the interoperability standards, the potential for
their flexible use (for example in repurposing of the resource) is enhanced. Scalability
In terms of these technical specifications, the LRMDS is scalable if it can deal with (a) increasing
quantities of developed resources being added to the repository, and (b) increasing numbers of end
users searching for, and downloading, resources via the resource catalogue.
The use of international storage standards that ensure efficient storage (for example MP2, MP3, etc)
of learning resources, as described in relation to the other principles in the following section, serves
as one facilitator of the scalability of the LRMDS. A second facilitator is a set of scalability guidelines,
which can be found in section D.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 101
accessible to those with Add detailed text the following formats: QuickTime (v7.1.6)
hearing and visual descriptions Provide audio format - refer to
impairments description tracks for ://[Link]/quicktime/ MPEG-4
support reading multimedia describing video formats (ISO/IEC 13818) refer to
readability Provide visual aspects of content “MPEG standards”, the ISO website at
equivalent access to all peg-1/[Link] Video ://[Link]/mpeg/[Link]
visual aspects of content must be supplied in one of m.
B. Usability
PRINCIPLE 2- REQUIREMENTS SPECIFICATIONS
(see Annex A for detailed criteria used to
apply these standards)
Provide consistency in The resource should Features that support navigation should the use of
design feature sufficient enable the user to move smoothly through elements such as
information so that the the material in obvious ways formatting, appearance user
knows how to use it Related controls such as menus, buttons, and functionality
effectively. navigation arrows etc, should be placed in Allow learners to control
Teach user how to similar locations on different screens, so their interactions, give
navigate that the user can easily locate them them freedom to choose The
resource should Controls such as buttons, menus, how to complete the features to give
the user clickable objects etc should be of a design task has control over his/her that
suggests their function (affordance) Follow established navigation Use simple and familiar
designs for
standards of design and The design must exploit controls such as buttons, menus
etc use conventions that are consistency so that the Avoid cluttering the display with graphics
familiar to learners user can continue to and other devices such as animation that
Simplify the design interact with the resource play no real role in the learning resource
stick to basic principles interactions with that Provide context sensitive help that the of
aesthetics resource suggests. user can view whenever they need to Provide context
and A consistent layout should be maintained orientation information between pages/related
screens
Provide customizable interface features for interactive
resources
Use effective graphical Each page or screen Graphic file to around 250x360 pixel but design
should be visually not larger than 300x300 pixel
balanced Graphic format should contain web
Use physical placement friendly colors and allow text to show up
on the screen or page to more clearly, preferably JPG establish
and strengthen Graphic file size of (JPEG format – for visual
relationships static and non-moving and regular between items
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 102
graphics) is 50k and under for fast loading Select one or more
visual in emails, and guest books and websites elements and
use them Graphic images are of fine quality and not
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 103
throughout the piece to Graphic styles are appealing to all users
create a sense of rhythm JIF is 85k and under for graphics with
Make different things look transparent backgrounds or animations for
obviously different to fast loading in emails, and guest books,
create contrast between and on websites
them Create a
Graphics must be represented in one
harmonious whole for all
related items of the following formats: Scalable
Vector Graphics (SVG) version
1.0 format – refer to “Scalable Vectors
Graphics (SVG), XML graphics for the
web, W3c website at
[Link]
PNG/MNG version 1.0 format – refer to
PNG, W3C website at
[Link] JPEG
format – refer to the JPEG website at
[Link] Embedded objects
(images etc) should conform to relevant
interoperability and accessibility
standards (see section 3.3) The contrast
of color schemes can be checked at
[Link]
nt
rast/[Link] Note that Color
Blindness affects green/red
differentiations. The effect of this on a
design can be checked at
[Link]
SPECIFICATIONS
C. Interoperability
Mozilla Firefox 2 & 3 and Microsoft Internet
PRINCIPLE REQUIREMENTS Explorer 6.0 in Microsoft Windows 2000
Support platform and Objects can be used browser Mozilla Firefox for 2 and Microsoft Internet
independence equally effectively in Explorer 7.0 in Microsoft Windows XP
different browsers Apple Safari 2.0 on Apple OS X
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 104
Images PNG/MNG
GIF
JPEG
Scripting JavaScript
SWF
D. Scalability Guidelines
The following table provides the guidelines to promote the scalability of the LRMDS as a system:
PRINCIPLE GUIDELINES
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 105
LRMDS catalogue must be Simple searchable indexes to the metadata should be
maintained - scalable to deal with these indexes should be searched and a link to the
associated predicted rates of increase metadata followed. The metadata itself should not be
directly in access to computers by searched in normal circumstances schools, LRMDS
Each of the above systems has embedded support subsystems dedicated to monitoring the
progress of internally developed LR/TR/PDM and the acquisition of externally adopted LR/TR/PDM,
including its effectiveness to end users. Identified learning resources will undergo a series of
evaluations from school, division and region to establish their suitability and appropriateness to
target users. Though the educational evaluation of LR/TR/PDM is beyond the scope of these
technical specifications, the evaluation processes will require control and tracking mechanisms to
determine the current status of every learning resource, in terms of its location in the workflow
processes associated with the major subsystems of LRMDS as outlined above.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 106
LR/TR/PDM in terms of their resource, whether that resource is:
status in the workflow
processes • earmarked for publication, but not yet ready
• ready for publication
• assigned to be digitized
• being repurposed / contextualized
• undergoing development
• developed
• published
• repurposed / contextualized
Features of the system that control the above must be
administered by an assigned ICT coordinator who oversees:
• the tracking of the LR through the workflow process
• the coding convention that indicates revision, version and modification status the LR.
Repurposed learning resources must be uploaded to LRMDS for
re-cataloging and storing
PRINCIPLE GUIDELINES
The standards must be further The standards must be refined following the functional and
developed and refined during technical design of the LRMDS
the design of the STRIVE ICT (see ICT Workplan (Milestone 14) V1.0, Annex E : Detailed
support systems for LR and Development & implementation Schedule, Items 70-72)
LRMDS
The standards should be First Quarter, 2009
adopted and subjected to Standards are to be refined and approved by DepED in a future
review, maintenance Workshop following formulation by STRIVE ICT TAs
and development by DepED (representatives of Regions, Divisions, ICT Coordinators, DepED
ICT Committee)
UIS replication plan to include guidelines for further review,
development and maintenance of the standards
(see ICT Workplan (Milestone 14) V1.0, Annex E : Detailed
Development & implementation Schedule, Items 70-72)
First Quarter, 2010
Replication plan to specify roll out of LRMDS ICT systems by
DepED after the lifetime of STRIVE
To be endorsed by DepED
Annex A
CRITERIA FOR THE USER INTERFACE TO THE LR & LRMDS
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 107
Title of the Material:
Format of the Material:
Subject Area:
Target Learner:
Copyright owner:
USABILITY CHARACTERISTICS
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 108
CHARACTERISTICS YES NO N/A
C Behavior of Controls & System Information
2. Clear visual indicators are used to display the position of the cursor on the
screen
3. The cursor changes shape to indicate its function/provide information
to the user
4. The resource responds obviously and appropriately to learners’
actions
5. Icons that can be clicked are designed to suggest their intended use
6. Controls found in many parts of the resource (menus, buttons, and so
on) that serve similar functions throughout the resource are placed in
similar locations in all displays
7. Menus, buttons and other familiar controls use familiar formats and appearances
8. A control that can be clicked provides dynamic information to the user
suggesting this (e.g. the mouse cursor changes appropriately and/or the control changes its visual
appearance in some way)
9. A control that has been clicked indicates to the user that the click event has
been recognized
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 109
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 110
10.3 LRMDS Intellectual Property Rights Management Specification
Introduction
The Intellectual Property Right (IPR) Specification is one of the specifications for Learning Resource
Management and Development System (LRMDS). It refers to the exclusive right of the commissioned and
non commissioned developers and aims to protect them from exploitation via unauthorised reproduction or
adaptation of their intellectual property creation for a specified period of time with permission and as
mandated in Republic Act No. 8293. This Act provides that the state shall protect and secure the exclusive
right of the artist and other gifted citizen to their intellectual property and creation.
Purpose
The Learning Resource Management and Development System (LRMDS) Intellectual Property Rights and
Management specification is based on national and international best practices in the emerging areas of
digital/non-digital rights management. It is based on ensuring that DepED will meet with relevant statutory
and contractual obligations, and optimise the creation, trade and usage of online and analogue content.
Obligations
The Learning Resource Management and Development System (LRMDS) will fulfil the following legislative
and leadership obligations in undertaking and delivering the Learning Resources (LR), Teacher Resources
(TR), and Professional Development Materials (PDM) to target users.
• To protect copyrighted materials from unauthorized usages and to honour the exclusive rights that are
exercised by the management of LRMDS online and analogue content as specified under the Republic
Act Number 8293.
• To ensure that the digital rights management model and attendant technology enhances the capacity of
the schools sector to cost efficiently meet its statutory obligations under Republic Act Number 8293 and
that the model is available to inform the Philippine education sectors’ performance in this area.
Conformance
Content conforming to this specification must adhere to the principles and the measures and requirements
described in this specification.
Principles
The specification will be used to assess whether the creation, trade and usage of the LRMDS intellectual
property rights conforms to the following principles:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 111
• Legal rights compliance
Equitable rights licensing
The first principle aims to ensure that the negotiation of intellectual property licensing is undertaken in a
balanced manner to benefit the education sector as well as stimulating the education resource development
market.
• Appropriate licensing models, developed in consultation with the DepED that delivers cost-effective
resource development.
• Capacity to negotiate innovative licensing terms that contribute to sustainability of LRMDS resources
and offer exploitation opportunities to developers and publishers. Authoritative rights branding
Measures that will achieve authoritative rights branding include the following:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 112
• Availability of digital/non-digital rights management tools to downstream users to ensure capability for
meeting rights management responsibilities.
• Availability of rights information to educate users the responsibilities in relation to usage of the LRMDS
content.
• Tracking of users and content usage to ensure statutory compliance and compulsory licensing
recording within LRMDS.
Reference
Curriculum Corporation, The Learning Federation: Australia Intellectual Property Rights Specification
Code of Fair Practices in Fair Use for Media in Literacy Education
://[Link]/resources/publications/code_for_media_literacy_education/
Creative Commons ://[Link]/licenses/by-sa/3.0/legal code
2007 Textbook Call Guidelines for Elementary Filipino
Curriculum Corporation, The Learning Federation, Australia
://[Link]
Republic Act No. 8293 “Intellectual Property Code of the Philippines”
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 113
IPR Evaluation Checklist and Guidelines
Reproduction of textbooks: In the Philippines includes authorization for DepED to reprint within
a period of 5 years a maximum of 25% of the original quantity awarded. (2007 Textbook Call
Guidelines for Elementary Filipino)
Use - as a verb means to read, view, play, perform, operate or execute the content (depending on
its nature and format) within the functionality that is offered by the copyright to an ordinary user.
(Curriculum Corporation, 2008) Reuse means to use again.
Repurpose means to use for another purpose.
Recontextualize means to place or use the original material within a new context.
Textbook (TX) means an instructional material that completely and sufficiently develops the
prescribed learning competencies, concepts and or topics for a specific grade or year level in a
specific subject area.
Conditions of Use - refers to the document headed “Conditions of Use” which summarizes the
conditions applicable to the use of the content.
Guidelines and checklist to support Intellectual Property Rights Management
Instructions:
[Link] A-D should be completed for all resources as the first part of the Evaluation process
and before making a decision to catalogue, reproduce and distribute, or redesign and develop
a resource.
[Link] E-G relate to Maintenance and Management of the metadata and Catalogue of
LRMDS.
[Link] each resource complete the Evaluation table. Place X in all cells that apply.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 114
[Link] the IPR Evaluation Report ensuring that all requested details accurate and submit
to LRMDS Manager or person requesting the Evaluation. IPR Evaluation Report
Resource Title:
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 115
Yes No
Check all that Check all that
apply ( X ) apply ( X )
B 6 Are there any quantity restrictions related to reproduction? B 7. Document B 7 in IPR Report
B 7 Are there any restrictions on redeeming the cost of reproduction B 8. Document B 8 and
distribution? in IPR Report
C 5 Do the terms in the license agreement allow digitization of the C 6 Do not resource? Reproduce.
Complete IPR
Evaluation
Report
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 116
Yes No
Check all that Check all that
apply ( X ) apply ( X )
Do not modify.
resource?
Evaluation Report.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 117
Yes No
Check all that Check all that
apply ( X ) apply ( X )
modi
fying
the
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 118
LR/T
R/P
DM
is
docu
ment
ed in
the
IPR
Eval
uatio
n.
Cop
yrigh
t
own
er,
Entit
y
parti
es,
Lice
nse
agre
eme
nts
Addr
ess
and
cont
act
detai
ls of
copy
right
own
er
Con
ditio
ns/
restri
ction
s for
modi
ficati
on
and
rede
velo
pme
nt.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 119
Yes No
Check all that Check all that
apply ( X ) apply ( X )
Do not catalogue
in the metadata
resource to
LRMDS
E. 5 Complete Rights metadata The minimum set of rights metadata
for
th
e
LR
/T
R/
P
D
M
is
do
cu
m
en
te
d
in
th
e
Ri
gh
ts
El
e
m
en
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 120
ts
of
th
e
M
et
ad
at
a.
Co
py
rig
ht
ow
ne
r,
En
tity
pa
rti
es
,
Lic
en
se
ag
re
e
m
en
ts
Ad
dr
es
s
an
d
co
nt
ac
t
de
tail
s
of
co
py
rig
ht
ow
ne
r
Co
nd
itio
ns
/
re
str
icti
on
s
for
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 121
Yes No
Check all that Check all that
apply ( X ) apply ( X )
m
od
ific
ati
on
an
d
re
de
vel
op
m
en
t.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 122
Specifications
F. Maintenance Yes No
F.1 Annual review and incorporation of new and existing legal Record of all Identify LRs
requirements for IP rights completed. LR/TR/PDM requiring IP
IPR update rights
filed with updates
LRMDS
Manager.
Specifications
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 123
10.4 LRMDS Accessibility Specification
What is accessibility?
Learners bring different capabilities, experiences, and motivations to formal or alternative learning
situations/environments. Regardless of age, intellectual/physical abilities, preferred modality of
learning, gender, social and cultural orientation and/ or geographic location, all learners must have
reasonable access to a variety of instructional resources necessary for them to achieve in an efficient
and effective manner, prescribed basic education and personal life-long learning goals.
Learning from instructional materials, particularly predominantly print materials, however, can be
seriously impeded by various forms of disabilities. The obstacles to access can compromise a
learner’s ability to succeed academically or pursue a career.
A learning disability is a neurological disorder and is not synonymous to not being bright, intelligent or
smart. The learning disabled have difficulty reading, writing, spelling, reasoning, recalling and/or
organizing information without interventions in terms of strategies or customized instructional
resource. ://[Link]/ldbasics/whatisld. Since a learning disability is a lifelong issue, access
to appropriate learning resources early on is critical.
In addition to learning disabilities, there are other disabilities, such as, mental retardation, autism,
deafness, blindness, and behavioral disorders. While these are not learning disabilities, learners with
these conditions are the targets of accommodations and other provisions for special education.
Access problems also exist in relation to lack of educational opportunities caused by economic,
gender, social, cultural reasons, peace and order conditions, or limited proficiency in the language of
instruction. The learners whose access to educational resources is compromised by these factors
are NOT the targets of the Accessibility Principles and Measures in this section. Their needs are
addressed within the General Education principles.
The development of this specification for Accessibility has been guided by CAST Universal Design for
Learning; ://[Link]/publications/UDLguidelines/[Link] and Accessibility Specification for
Content Development, The Learning Federation, Australia. ://[Link]
Purpose
The purpose of developing specifications and requirements for Accessibility is to guide the
Department of Education in the evaluation and assessment, procurement, development and
production, and utilization of learning resources appropriate for learners with special requirements as
a result of varying neurological, cognitive, and/or physical difficulties.
To help learners with neurological, cognitive/physical difficulties achieve prescribed learning goals in
the context of inclusive instruction
To ensure that learners with special needs have access to basic curriculum resources equivalent to
those provided for in regular education
To ensure that teachers have access to teaching and staff development resources that can support
differentiated learning and the implementation of the policy of inclusive education
Obligations
1. Disseminate information on the principles and specifications for Accessibility to the
educational community and other stakeholders
2. To validate the principles and specifications for Accessibility with professionals and other
associations advocating for the educational needs of special learners
3. Revise/update the specifications after consultations with stakeholders and professionals
involved in special education.
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 124
private and public education sectors with CO (Bureaus and IMCS), Regional, Division and school (if
possible) level representation. The Accessibility principles and specifications will be reviewed, revised
and endorsed by the task force to the NLS which will submit the same to the three bureaus for
approval.
The principles and specifications are intended to guide teachers and instructional resource
developers in modifying existing, previously evaluated resources to render them more accessible to
learners with varying needs or in designing new resources to meet the needs of special learners in an
inclusive environment.
Conformance
The principles and specifications form part of the LRMDS specifications and constitute the
conformance version of its Accessibility Specifications at the time of publication to the LRMDS portal.
The Regional LRMDS Manager will lead the LRMDS regional and division team review of the
principles and specs every two years or earlier as required by DepED policy. Proposed revisions will
be submitted to NLS TWG or other designated CO unit for approval.
Principles
Legal/ Administrative Compliance
At the minimum, learning resources must demonstrate compliance with existing legislation or
administrative issuances on providing or improving authentic access to a wide variety of learning
resources for Filipino learners with special needs.
(The Learning Federation, Accessibility Specification for Content Development)
Learner Focus
Resources must be appropriate (flexible and adaptable) to the needs of those with learning disorders
and of those educable learners with physical and other forms of disabilities.
(The Learning Federation, Accessibility Specification for Content Development)
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 125
Learner Focus
Flexibility and Adaptability: The LR should be accessible and appropriate for individuals with
different backgrounds, learning styles, cognitive abilities and disabilities in widely varied learning
contexts which may include the following options.
The learning resources must provide alternative/ multiple means of representation, expression and
engagement.
Varying/multiple representations
Perceptions:
- customize the display of information
- provide alternatives for auditory information
- provide alternatives for visual information Language and symbols:
- options to define vocabulary and symbols
- options to clarify syntax and structure
- options to help decode text and mathematical notation
- options promote cross-linguistic understanding illustrate key concepts
Comprehension:
- provide or activate background knowledge
- highlight critical features, big ideas, and relationship
- guide information processing options that support memory and transfer
-
Varying/multiple expressions
Physical actions:
- mode of physical response
- accessing tools and assistive technologies Expressive skills and fluency:
- media for communication
- tools for composition and problem solving options in the scaffolds for practice
and performance Executive functions:
- guide effective goal-setting
- support planning and strategy development
- facilitate managing information and resources options that enhance capacity
for monitoring progress
Varying/multiple Engagement
Recruiting interest:
- increase individual choice and autonomy
- enhance relevance, value and authenticity reduce threats and distractions
Self-regulation:
- guide personal goal-setting and expectations
- scaffold coping skills and strategies develop self-assessment and reflection
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 126
Varying Access and Utilization
1. Can be used in varied instructional settings: self-paced, independent, teacher-facilitated, peer or
group
2. Instructional materials can be used in varied settings
3. Can be easily transformed into different formats
4. Alternative formats are available as appropriate
5. Intuitive, logical, easy to use and navigate
6. The LR materials respond to or in accordance with accessibility user profiles
• visual impairment
• hearing impairment
• physical impairment
• cognitive impairment
Guidelines
In purchasing instructional resources to meet special learning needs, applicable IMCS standards and
requirements should be satisfied. In addition, (1) Intellectual Property Rights clearance (refer to
Guidelines and Specifications for LRMDS IPR MANAGEMENT) should be ensured and where
possible and/or desirable the technical format of the instructional resource intended for purchase
should be capable of being rendered into multiple presentation formats (properly formatted Braille,
Digital Talking Book, etc.). The resources to be purchased in relation to meeting special needs should
provide equivalent learning as those resources prescribed for regular learners to meet the needs of
the basic curriculum.
2. For evaluating and cataloguing resources, refer to Education Soundness Specifications
3. For digitizing and modifying, design and development of new instructional resources to
meet special education needs, refer to IPR Management procedures and technical specifications, that
is, if the instructional resource intended for modification is capable of being rendered into multiple
presentation formats (properly formatted Braille, Digital Talking Book, etc.) before considering the
specific indicators for Accessibility.
4. Consider the measures and specifications to modify, and for the design and development
of new instructional resources indicated in this document less as prescriptions and more as a set
of strategies that can be employed to overcome or minimize the barriers inherent in most existing
print curricular materials. The specifications are recommended for the design and development of
new instructional resources, to ensure that the instructional resource is more flexible and may
accommodate learners with special needs in an inclusive environment.
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Principle Measures Specific Criteria Descriptors Yes No Comments
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Principle Measures Specific Criteria Descriptors Yes No Comments
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Principle Measures Specific Criteria Descriptors Yes No Comments
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Principle Measures Specific Criteria Descriptors Yes No Comments
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Principle Measures Specific Criteria Descriptors Yes No Comments
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Glossary of Terms
Special education Refers to instruction that is specially designed to meet the unique needs of learners
with varying forms of disabilities.
Inclusion Inclusion is defined as ‘providing specially designed instruction and supports for
students with special needs in the context of regular education settings.’ (Educating
Students with Disabilities in General Education classrooms: Research Articles as cited
in Module I References- Foundation, Trends, Legal, and Ethical Issues in Special
Education)
Inclusion also means providing all students within the mainstream appropriate
educational programs that are challenging yet geared to their capabilities and needs as
well as any support and assistance they and or their teachers may need to be
successful in the main stream (from ‘Education of children with Special Needs in the
Philippines” by Teresita Inciong)
Disability Refers to any restriction or lack (resulting from an impairment) of ability to perform an
activity in the manner or within the range considered normal for a human being.
(Educating Students with Disabilities in General Education classrooms: Research
Articles as cited in Module I References- Foundation, Trends, Legal, and Ethical Issues
in Special Education)
Universal learning ‘Universal Design for Learning (UDL) is an approach that addresses and redresses
the design primary barrier to making expert learners of all students. UDL helps meet the challenge of
diversity by suggesting flexible instructional materials, techniques, and strategies that empower educators to
meet these varied needs. A universally designed curriculum is designed from the outset to meet the needs of the
greatest number of users, making costly, time-consuming, and after-the-fact changes to curriculum unnecessary.
The design for learning is built around three major principles: provision of multiple means of representation,
provision of multiple means for action and expression, and provision of multiple means for engagement. The
recommended principles and measures in this document were adopted from UDL. (Center for Applied Special
Technology, CAST has earned international recognition for its development of innovative, technology-based
educational resources and strategies based on the principles of Universal Design for Learning UDL-
://[Link]/publications/UDLguidelines/[Link]
Impairment Refers to any loss or abnormality of psychological, physiological or anatomical
structure or function (Educating Students with Disabilities in General Education
classrooms: Research Articles as cited in Module I References- Foundation, Trends,
Legal, and Ethical Issues in Special Education)
Blindness, low vision Low vision is defined as visual acuity of less than 6/18, but equal to or better than 3/60,
or corresponding visual field loss to less than 20 degrees, in the better eye with best
possible correction. Blindness is defined as visual acuity of less than 3/60, or
corresponding visual field loss to less than 10 degrees, in the better eye with best
possible correction. (10th Revision of the International Statistical Classification of
Diseases, Injuries and Causes of Death)
Hearing impaired A hearing impairment exists when an individual is not sensitive to the sounds normally
heard by its kind. In human beings, the term hearing impairment is usually reserved for
people who have relative insensitivity to sound in the speech frequencies. The severity
of a hearing impairment is categorized according to how much louder a sound must be
made over the usual levels before the listener can detect it. In profound deafness, even
the loudest sounds that can be produced by the instrument used to measure hearing
(audiometer) may not be detected.
There is another aspect to hearing that involves the quality of a sound rather than
amplitude. In people, that aspect is usually measured by tests of speech
discrimination. Basically, these tests require that the sound is not only detected but
understood. There are very rare types of hearing impairments which affect
discrimination alone. ://[Link]/wiki/Hearing_impaired
Accommodations Accommodations are alterations in the way tasks are presented that allow children with
learning disabilities to complete the same assignments as other students.
Accommodations do not alter the content of assignments, give students an unfair
advantage or in the case of assessments, change what a test measures. They do
make it possible for students with LD to show what they know without being impeded
Guidelines and Processes for LRMDS Assessment and Evaluation V1.0 29/04/2009 133
by their disability. National Center for Learning Disabilities (2006)
Learning disorder A disorder in one or more of the basic psychological processes involved in
understanding or in using language, spoken or written, that may manifest itself in an
imperfect ability to listen, think, speak, read, write, spell, or to do mathematical
calculations, including conditions such as perceptual disabilities, brain injury, minimal
brain dysfunction, dyslexia, and developmental aphasia (United States Department of
Education, 2006).
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