ACCESSIBILITY OF INFORMATION IN ELECTRONIC TEXTBOOKS
FOR ALL STUDENTS

Overview

This chapter was written in response to a mandate from the 75th Texas Legislature to investigate the feasibility and cost-effectiveness of developing electronic textbooks that may be used by students who are blind or have other disabilities. The chapter is based on the work of a subcommittee of the Computer Network Study Project Advisory Committee established under Senate Bill 294, 75th Texas Legislature. Committee members are listed in Appendix A.

This chapter discusses the recent changes in the state textbook adoption program that shifted from sole reliance on traditional, print-based textbooks to a wide variety of instructional media. These recently available formats include, but are not limited to computer software, compact disks (CD-ROM), videotapes, interactive videodiscs, and instructional materials downloaded from the Internet or the various online services. Historically, copies of the traditional textbooks were produced in braille, large print, or audiotapes to be accessible to students who are blind or visually impaired. However, the new instructional media formats cannot easily be made accessible to students with disabilities.

The most common components of electronic textbooks that should be made accessible to students and teachers who have disabilities are described in the report. The report also summarizes the types of information and delivery modes that must be made accessible and analyzes how these electronic textbooks can be made more accessible to all students in addition to students and teachers with disabilities.

Specific recommendations are included in the report. (1) These encompass design and implementation of demonstration projects to develop accessible electronic textbooks; (2) collaboration with experts in media accessibility research, textbook publishers, software and hardware developers, and educators to develop minimum accessibility standards for new interactive electronic textbooks purchased by the state of Texas.

History

In 1989, the 71st Texas Legislature amended the textbook adoption process to include electronic media. The expansion of the definition of "textbook" to include product configurations that encompassed new technology led to the submission of a variety of multimedia instructional materials for state adoption. In subsequent years, instructional materials were submitted in configurations that ranged from teacher components only to more traditional student and teacher components, in print or electronic format, or in electronic format with supplemental teacher and student material in print format. Electronic components in many state-adopted programs include computer diskettes, CD-ROM, audio and videocassettes, and laser discs. More recently, access to the Internet and online providers has expanded rapidly as have opportunities to receive educational programming and distance learning via satellite.

The Texas Education Agency has a long history of providing equal access to state-adopted instructional materials for students who are blind or visually impaired. Since 1955, the agency has worked with various organizations to acquire textbooks in braille. With emerging technology, the process of acquiring braille evolved from primarily manual production to electronic production using publisher-provided computer files specifically formatted for more rapid translation into braille textbooks.

In 1991, the 72nd Texas Legislature required publishers of textbooks adopted by the State Board of Education to furnish the agency with computerized textbook files for the production of braille textbooks. The Legislature also mandated formation of a commission to work with textbook publishers on developing processes for converting publisher textbook files into formats needed for speedy braille production. In March 1993, this commission made a series of recommendations for revisions to the process of braille textbook production. Subsequently, the agency expanded the list of content areas for which textbooks could be brailled electronically to include all literary subjects in English and other languages. Currently, music and mathematics are exempt from this list due to technical complications that arise in brailling these subjects. Files supplied by the publishers were standardized and the minimum standards for these file formats were established.

Also in 1991, a videodisc-based program called Windows on Science became the first state-adopted electronic textbook in the nation. It was followed in 1992 by three electronic programs from as many educational publishers in the area of computer literacy, a required, full-year course at grade seven or eight. Each of these three programs included computer diskettes for Apple, Macintosh, or MS-DOS computers, integrated commercial software, laser discs or videotapes, and printed ancillaries. Subsequent electronic programs have been adopted in chemistry, science and world geography, accounting, economics, and other subject areas.

While expanding the range of learning opportunities for students capable of using the visual and audio features, electronic textbooks present new challenges to educators of students with visual impairments or blindness. Articulation of the major challenges and a series of recommendations to address them comprise the body of this chapter.

Accessibility of Information

Accessibility refers to the freedom or ability of an individual to obtain or make full use of a product or environment. A product is accessible to an individual with disabilities only if he or she is able to use it to carry out all of the same functions and to achieve the same results as individuals with similar skills and training who do not have disabilities.

Electronic Textbooks

The Texas Education Code defines electronic textbook as "computer software, interactive videodisc, magnetic media, CD-ROM, computer courseware, online services, an electronic medium, or other means of conveying information to the student or otherwise contributing to the learning process through electronic means " [Sec. 31.002 (1)]." This definition defines only the physical delivery media (e.g., computer software, CD-ROM, and online services). The delivery medium is not inherently inaccessible to students with disabilities. The critical features of the electronic textbook are the content and the method of presentation of that content.

The design and presentation content within a textbook, the delivery medium, determines if 10 the information is accessible, 2) all students can learn from the content, and 3) it is usable by all students. Although, information on the Web and on the Internet can be made accessible, the accessibility of many current materials delivered through this media is questionable. This is a critical issue that must be considered as the state investigates the cost and benefits of using computer networks, including the Internet and Web in public schools, and receiving textbook updates via the Internet.

World Wide Web Consortium

The World Wide Web Consortium is an international industry consortium founded in 1994. Its mission is to promote the evolution and ensure the interoperability of the World Wide Web. Working with the global community the Consortium produces specifications and reference software for free use around the world. The World Wide Web Consortium's commitment to Web accessibility is shown in the following activity statement: "All the protocols and languages we (the W3C) issue as recommendations should meet or exceed established accessibility goals. In addition, we will actively encourage the development of Web software and content that is accessible to people with most disabilities."

To meet this commitment and develop accessibility goals, the World Wide Web Consortium established the Web Accessibility Initiative (WAI) in 1997. Changing the Web's underlying protocols, applications and, most importantly, the way content is developed can significantly improve access to the Web by people with disabilities. The WAI has working groups developing comprehensive and unified sets of accessibility guidelines for browser accessibility, authoring tool accessibility, and page design (presentation of content).

"The power of the Web is in its universality. Access by everyone regardless of disability is an essential aspect," said Tim Berners-Lee, W3C Director and inventor of the World Wide Web.

In order to provide an overview of the global nature of the Web and the need for accessibility the following is excerpted from the "Briefing Package for Project Web Accessibility Initiative" (http://www.w3.org/WAI/References/access-brief.html).

"The emergence of the World Wide Web has made it possible for individuals with appropriate computer and telecommunications equipment to interact as never before. The Web is the stepping stone, the infrastructure, which will pave the way for next generation interfaces. Part of the W3C's commitment to realize the full potential of the Web is to promote a high degree of usability for people with disabilities.
The current situation in that area is not very good and is getting worse every day as more and more people rush into the Web business without any awareness of the new limitations and frontiers they may create. No single disability population is unaffected.
For example:
People who are deaf cannot hear multimedia or audio events that do not contain captioning.
People who are blind struggle with the Web's inherent graphical interface, its graphic-based content, and any Web protocol or application that cannot easily be rendered or accessed using audio, braille, large text or synthetic voice.
People who are physically challenged have difficulty using certain hardware devices or web controls, including Web kiosks and WebTV.
People who are cognitively and visually impaired have difficulties interpreting most web pages because they have not been designed with this population in mind.
Worldwide, there are more than 750 million people with disabilities. A significant percentage of that population is affected by the emergence of the Web, directly or indirectly. For those without disabilities, the Web is a new technology that can help unify geographically dispersed groups. But these barriers put the Web in danger of disenfranchising people with disabilities in this emerging infrastructure. Furthermore, even those without disabilities would benefit from many changes motivated by the needs of people with disabilities. When driving a car, for example, the driver may wish to browse the Web for information (movie schedules, etc.) using a voice-based interface similar to that used by the blind."

The Need for Accessible Electronic Textbooks

Consider these common classroom uses of technology:

Elementary science students watch a videodisc of an experiment being performed.
Middle school students manipulate commercial software applications that prepare them to use rapidly changing technology in the workplace and in the society at large.
High school students learn about thermodynamics through a full-motion video segment recorded on a CD-ROM, then play interactive chemistry "games" on the Web that score their manipulation of chemical equations and formulas to solve real-life problems.

Now, focus on the students who have disabilities in these same classrooms:

A child who is blind cannot see the videodisc presentation of the experiment being performed in the elementary science classroom. There are no audible descriptions to allow him or her neither to grasp the step-by-step procedures nor to see their results. He or she cannot participate in this portion of the instruction.
Middle school students who are physically impaired are unable to complete the assigned computer activities because the commercial software is not compatible with available adaptive devices that would permit the student to independently participate in and complete the task.
High school students who are hearing impaired cannot make use of the CD-ROM or web-based full-motion video unit on thermodynamics because they cannot hear the information that is presented. Because captions were not included in the video, they are excluded from acquiring the information presented.

Each of these hypothetical scenarios demonstrates the need for accessible electronic textbooks for all students. Obvious benefits are that the students will:

Perceive the information for which they could be held accountable.
Respond to information in the textbooks and interact with the information on a variety of levels.
Learn from the information.

An accessible electronic textbook is one that allows students who have disabilities to use the same textbook and achieve the same intended benefit as students who do not have disabilities. Moreover, they would be able to achieve the benefit with approximately the same amount of effort. At a minimum, that means that the electronic textbooks should be:

Perceivable. The information that is presented in the book must be available in a form that can be perceived by the student. For example, if the student is blind then all of the information that is presented visually in the book should be available in another form such as audio that the student can use.
Operable and Navigable. Students should be able to orient themselves and move within the electronic textbook. For example, a student has difficulty with eye-hand coordination (because of injury or disability). The student uses an electronic textbook, which requires a mouse or other pointing device to activate controls or navigation aids. Without an alternate means for navigating the control such as voice or keyboard control the student would be unable to use the textbook.
Functional. The textbook should provide the same function or benefit to the individual with a disability as it would to other students.

Which Textbooks Should Be Made Accessible?

Ideally, all electronic instructional materials should be made accessible to all students, including those with disabilities. All students have different functional abilities and learning styles. Each requires a variety of learning experiences to maximize learning. Providing all students instructional materials that present information in an enriched and multimedia environment allow each student to interact with the materials in a manner that best fits the individual’s learning mode. Not all students can read printed material; not all students can hear audio information; and not all students can comprehend complex diagrams. However, in a multimedia environment, the information in print can be provided in audio; audio information can be captioned and displayed in print; and complex information can be displayed as a simplified series of diagrams building to create the complex diagram. Different students learn differently. The same presentation of material that makes sense to one student may be meaningless to another. A multimedia instructional environment would allow students to choose the presentation mode of the material that works best for them.

There is no one tool or medium that provides all students with all the information needed to learn well. If the textbook presentation does not provide information that is meaningful to the student, then classroom teachers, disability specific teachers, and other professionals should provide an equivalent that meets the learning goals and provides equivalent information. Passive relaying of the information is not enough when other students are obtaining the information actively.

An accessible electronic textbook might teach the concept of the piston engine by presenting a visual simulation of a model four-stroke engine. The user can manipulate the components by using a touchscreen, keyboard commands, or a mouse to grab the flywheel and turn it left and right in order to see how the pistons operate. A tone is associated with the position of the piston; as the individual used the arrow keys to rotate the flywheel, a rising tone would indicate the rising visual position of the piston. The student could hear the piston going up until the sound of an explosion was heard at the same time that the visual simulation of the spark is given. The student would then hear the piston tone going back down. In a four-cycle engine, they could hear the valves opening and the piston going up without an explosion, the exhaust valve closing as the intake valve opens. The auditory sounds could be accompanied with a simple narration (accompanied by captions) of the events as they were happening.

Electronic textbooks can be made accessible through changes to the software used to present them. Details of how to make these changes are included in this report. However, some students with disabilities may require a more comprehensive instructional approach which includes non-electronic textbook materials. Using the accessible electronic textbook with the adaptations described above, a student who is blind may not achieve the same benefit as the other students. For him or her, an unintended outcome might be that a flywheel is thought of as a left/right button. The noises may have no meaning unless they were the same as those coming from a real piston engine that the student has directly touched and manipulated. No student could learn the concepts associated with a piston engine only with noises and verbal descriptions. Some students may need additional hands-on interaction with physical models to more fully grasp the concepts. A model would be crucial to the understanding of students with visual impairments and would probably be beneficial for other students as well. Additional instruction might be needed from a teacher trained in the education of students with visual impairments to ensure that the information is absorbed in a non-visual way.

Students with other disabilities or learning styles might benefit from a series of diagrams provided in the electronic textbook that could be printed and reviewed at a later time. The electronic textbook could provide also links to other resources on the Web to ensure that students with a variety of learning styles can connect to the material.

What Must Be Made Accessible?

The critical features of the electronic textbook are the content and the method of presentation of that content. The design and development of the content and its presentation within a textbook determines the its usability, the accessibility of information, and the students’ ability to learn from the materials. If the electronic textbooks are not properly designed, the electronic textbook will be partially or completely inaccessible and unusable by students who are blind, have hearing impairments, or other disabilities.

In order to discuss accessible instructional delivery media and systems, it is useful to provide a common frame of reference. Many of the delivery media have common design and formatting elements that must be made accessible. It is important to contrast each element of traditional print textbooks with the elements of electronic textbooks. The print textbook is an information delivery system with which most people are familiar and, therefore, is used as a point of reference in this section.

A print textbook is made up of the following formatting and design elements:

Text. The unformatted words and punctuation that make up the document.
Text Formatting. All of the attributes of characters and words, such as bold, italics, underline, colored lettering, or size. These attributes provide the reader with additional information, such as identifying words that are new terms or the name of an important person, so that the print textbook is not just a random collection of words. The words are structured into meaningful units, such as sentences, paragraphs, pages, sections, and chapters, as well as tables and lists.
Symbolic Text. All subject-specific, semantically rich symbol sets, related text, and positioning, such as mathematics symbols, chemistry and physics notations, and others. These symbols and their position in relation to each other provide the reader subject- specific information and meaning, so that an equation or geometric proof is not just a meaningless pattern of symbols. Depending on the subject, such as mathematics, chemistry, or physics, the same symbol may have different meanings.
Graphics. Photographs, maps, charts, graphs, illustrations, and diagrams. These may have text associated with them, as with captions, or contain text embedded within the graphic itself.
Navigation System. Formatting and design elements include color sidebars, a table of contents, different levels of headings (chapter, section, subsection), indices, and page numbers. These navigation systems help the student find specific information (text or graphic) in a print textbook.

Electronic textbooks are made up of these same formatting and design elements as print textbooks, text formatting, symbolic text, graphics, and a navigation system. These formatting and design elements are enhanced because the information is presented electronically.

Text. Text in electronic textbooks may be resized, or the font may be changed to meet the reader's needs.
Text Formatting. In addition to all of the attributes of printed textbooks, text formatting in electronic textbooks may include hyperlinks which can move the reader to other parts of the page or book (see Navigation System below).
Symbolic Text. Symbolic text in electronic textbooks may be resized or reformatted to meet the reader's needs. The student may be able to move symbols or edit equations to solve problems. The resulting solution could be dynamically graphed or displayed for additional student interaction.
Graphics. The electronic versions of graphics may allow the image to be expanded to fill the entire screen, or sections of the image could be expanded to show detail. Graphs and charts may dynamically change to reflect student interaction or manipulation of associated data.
Navigation System. Electronic textbooks use techniques for finding specific information within them, such as navigational maps, tables of contents with hyperlinks, heading levels, indices, and page numbers. They may also include hyperlinks, expand and collapse features, search functions, and interactive controls for navigating and controlling the information presentation.

Electronic textbooks may also include the following elements, which are not typical of print textbooks:

Hyperlink. A hyperlink is a segment of text (word or phrase), or an inline image (an image displayed as part of a document) which refers to a location within the current document, or another document (i.e., text, sound, image or movie) elsewhere on the Web. When a hyperlink is activated or selected, the referenced document is retrieved from the Web and is displayed appropriately. The electronic textbook may also include a "search" feature to find a specific word or phrase anywhere in the book. These navigation systems help the student find specific information (text, graphic, movie, or activity) in the electronic textbook.
Expand and Collapse Features. Electronic textbooks also have the ability to expand or collapse their structure. For example, it is possible to produce a document which would collapse down to its major titles and subtitles. This makes it much easier to see the overall structure and to navigate to a particular level in the structure. Once that point is reached, it is possible to expand the structure exposing all of the paragraphs at that point. It is also possible to produce a document which provides a cursory treatment of all of the material, but which allows the student to expand the information presented at any point in the document if he or she requires additional information.
Search Features. Search features provide users with the ability to search documents and to jump immediately to any occurrence of a particular word or phrase which is used. This capability also includes a "fuzzy" search capability, which allows an individual to search, for example, for the word "fish" and automatically find occurrences of the word "fish," "fishing," "mackerel," "trout," and "perch."
Sound. Examples of this auditory information include prompts or warning sounds, music, spoken words, and natural sounds such as a lion's roar.
Fixed Sequence Animation and Movies. Electronic textbooks may contain moving graphics. These may take the form of a simple diagrammatic animation or a full-color, high-resolution, graphic movie that may or may not be accompanied by sound.
Interactive Elements. Electronic textbooks may contain visual graphic animation or symbolic interaction that can be controlled and manipulated by the student. In the example presented earlier, it is possible to show a four-stroke engine where the student can actually turn the flywheel on the engine. The student could explore by moving the flywheel controls forward and backwards at different speeds, study all of the workings of the engine, including the timing of the various events and mechanisms. More sophisticated simulations even allow students to carry out chemistry experiments where beakers, flasks, burners, and other apparatuses are manipulated on screen and the chemical reactions (e.g., color changes, heating, and explosions) occur on screen as they would if the real items had been manipulated. On a symbolic level, students could interactively change values in an equation describing the lift properties of an airplane wing, and see how the wing changes shape and its effect on the flying ability of the airplane.
Live Information. Electronic textbooks may contain hyperlinks to the Web that would provide students access to live information. For example, a science textbook could provide links to live weather information; a unit on volcanoes in a geography textbook could link to live seismographic information; or a biology textbook could link to "Chickscope," a live view of chicken embryo development within an egg.
Collaborative Environments. Increasingly, education is becoming more collaborative. An electronic textbook could be designed giving students the ability to collaborate, through the use of "chat rooms", e-mail, discussion forums, or videoconferences. Students would be able to study with peers or a team to write reports, share research data, or share a "white board" or area of the screen where they can draw, write, calculate, or otherwise work together on the same "piece of paper." Through modern telecommunications, live people may be embedded in electronic textbooks. For example, touching an image in the electronic textbook would cause a communication link to be opened with a person - the teacher, other students, or perhaps a resource person somewhere else in the world studying a similar topic. The student would then be able to ask questions or interact with that individual. Essentially, a video teleconferencing session could be opened between the student and the teacher or resource person.
Three-Dimensional or Immersive Environments. An electronic textbook may include an immersive, three-dimensional environment or experience (commonly referred to as virtual reality). Depending on the rendering, these environments can be viewed, heard, felt and/or manipulated using various stereoscopic displays, three dimensional sound systems, haptic interfaces and/or three dimensional controllers. Ideally these environments should simulate real world experiences without real world constraints. These simulated environments are used:
to replicate experiential learning, or practical demonstrations (e.g., a risk-free chemistry lab);
to allow the student to explore "what if" scenarios (e.g., what if we reduced the earth's gravitational pull);
to allow the student to experience otherwise impossible points of view (e.g., the backyard from the point of view of an ant);
to allow the examination and manipulation of simulated three dimensional objects, which can be resized to suit the learning experience (e.g., viewing the heart from all sides or viewing a complex protein molecule);
to assist students in visualizing and understanding complex data that are not inherently visual or spatial (e.g., demographic effects of global warming on the Texas economy);
To fully realize the potential of immersive experiences, classrooms require major enhancements to computer workstations, including enhancements to available display technologies, control technologies, processing power, and communication bandwidth.

Direct Accessibility Compared to Compatibility with Add-on Assistive Technology Devices

In discussing access to electronic textbooks, it is useful to use the terminology and approach which has been adopted in the Telecommunications Act of 1996, Public Law 104-104. This Act refers to accessibility as the ability of individuals to directly use telecommunication products without requiring special assistive devices (i.e., devices designed to meet the needs of individuals with disabilities). The Act states that telecommunication products and services should be made accessible if this is readily achievable. The Act states that if it is not readily achievable to make products accessible, the telecommunication products and services should be compatible with existing peripheral devices or specialized equipment commonly used by individuals with disabilities to achieve access, if readily achievable. Because there is a close parallel between telecommunications software and electronic textbooks, parallel terminology is used here as follows.

Direct or Built-In Accessibility. The ability to use an electronic textbook without the use of separate assistive technology devices. In essence, for a product to be directly accessible, the needed capabilities would have to be built into the product rather than relying on add-ons.
Compatibility with Assistive Technology Devices. The ability of an electronic textbook to be used in conjunction with standard assistive technology devices used by people who have disabilities.

The Telecommunications Act of 1996 shows a clear preference for having direct or built-in accessibility for telecommunication products and services. However, each approach has advantages. Electronic textbooks should be directly accessible to the vast majority of students with disabilities and be compatible with assistive technology to meet the specialized needs of some students with disabilities. This will provide the advantages of both approaches.

Advantages of Direct or Built-In Accessibility

Cost. Direct accessibility has advantages in cost, availability, and inclusiveness. When products are directly accessible to a student, schools do not need to deal with the added expense of acquiring special assistive devices to access and use the electronic textbook. Given the rapid changes in technologies, this also means that schools would not need to continuously buy new assistive devices as electronic textbooks evolved. Additionally, a directly accessible electronic textbook provides an enriched learning experience for all students.
Hardware Independence. When accessibility is built in, students do not need to worry about whether their assistive technology will work with a particular computer. Today, electronic textbooks are available in a limited number of formats. However, in the future, it is likely that electronic textbooks will be produced in a wide variety of hardware and software formats, making it difficult for a user to have all of the right assistive devices or adapters. Also, students may encounter electronic textbook technologies in the library, in laboratories, and in different classrooms, meaning every computer location would need assistive technology installed. Or the students would have to always have their assistive devices with them and these devices would have to be compatible with the various hardware and software platforms encountered.
Inclusiveness. By using the same textbook and learning environments all students will have increased interaction and collaboration with their peers. When students with a disability can directly use the same electronic textbooks and equipment, it is easier for them to work side by side with their peers who do not have disabilities. Students could use any textbook or textbook viewer/work station at which they and their partners sit, rather than having to work at specially adapted stations which may not be in the same location or which may not be usable or usable at the same time by their peers without disabilities.
Intuitiveness. When access is built into electronic textbooks, it generally provides better and more intuitive learning experiences for the student with disabilities. Once the textbook has been opened, all of its functions should be usable without assistance. This is particularly important for students who are blind, or have other disabilities, especially in grades K-5, where mastering the instructional goals of the textbooks and learning to use other adaptive devices simultaneously would present a much higher cognitive load. Learning and interacting with the content should not compete with learning how to use and configure assistive technology with the electronic books.

Advantages of Access via Assistive Technology Devices

Where it is impractical on a cost basis to have built-in assistive technology hardware and specialized software, compatibility with standard assistive devices has advantages.

Power. At the present time, the most powerful and well-developed user interfaces (i.e., the parts of a computer program that can be seen or heard by users) for many disabilities, including blindness, are those that have been developed by assistive technology manufacturers. Some devices are very powerful, but it would be difficult to build them directly into electronic textbooks. For example, use of dynamic braille displays (i.e., computer-driven electro-mechanical devices which display braille symbols with small prongs, pins or other means and allow the braille to be changed as each line of text is presented) or printed braille are very powerful access strategies for individuals who know braille. However, it is unlikely that it will ever be economically feasible to build braille printing capability into standard printers or dynamic braille displays into electronic textbooks.
Compatibility would allow schools to provide devices to students who would benefit from additional access to information in the electronic textbook. Individuals with multiple disabilities, such as those with visual and hearing impairments, would need to use interfaces. Other compatible assistive technologies that could be used to access the content of electronic textbooks include adaptive keyboards, specialized mouse or other pointing devices, speech recognition software, text to sign language converters, and raised line drawing printers.
Possible Standardization. If a single user interface is agreed upon by all textbook publishers and designated for access to all electronic textbooks, students with disabilities would benefit greatly. All electronic textbooks could then present information in a standard format that would be compatible with many popular assistive technology devices.

For these reasons it is important that direct accessibility supplemented by compatibility with assistive devices be considered in the design of electronic textbooks.

Strategies for Making Electronic Textbooks Accessible

Accessible electronic textbooks can take many forms. Each has different advantages and poses different accessibility opportunities and issues. There are, however, some general strategies that apply across most electronic textbook formats. The following sections describe some examples of the various formats of electronic textbooks, general accessibility guidelines pertaining to students with disabilities, and issues related to compatibility between common assistive devices and electronic textbooks.

 

Variety of Formats and Media

Electronic textbooks may be produced in many different formats. For example, it is possible to deliver a standard movie either as a VHS videocassette, as a videodisc, in digital form on a digital videodisc (DVD), or as a digital file which is downloaded or played live from the Internet. When viewed, the users would have no idea whether they were looking at videotape, a videodisc, or a file from the Internet. Similarly, an interactive textbook might be delivered to the school on a DVD disc, on a CD-ROM, or over the Internet or Internet-like communications link within a single school district (i.e., an Intranet).

Regardless of the format in which an electronic textbook is produced, the basic considerations for making it accessible are the same. Some of the delivery formats lend themselves to including accessibility features more than others.

Accessibility Requirements for Electronic Textbooks

Implementing these basic accessibility requirements provides students with disabilities access to the content in electronic textbooks. Following these requirements also presents content in a variety of media allowing all students with different learning styles, language and reading abilities, and functional abilities to gain meaning from the textbook. Additionally, the requirements allow a greater flexibility of access for all students, including the ability to operate the textbooks more easily in very noisy environments or in very quiet environments. It is not necessary to limit textbooks and other instructional materials to only a presentation of the text in order to make it accessible. Strategies and tools exist for making even rich multimedia and interactive systems accessible.

The basic accessibility requirements for electronic textbooks are:

All electronic textbooks that are delivered via the Web must follow the content design principles established by the World Wide Web Consortium's Web Accessibility Initiative (WAI) Guidelines, including, but not limited to, WAI Page Author Guidelines, WAI User Agent Guidelines, and WAI Authoring Tool Guidelines.
Use system tools whenever possible, including standard controls and standard text drawing routines. When this is not possible, use operating system tools (such as Microsoft Active Accessibility) to provide similar usability.
All important information presented visually should also be available to the user in both auditory and text form. "Human voice" should be considered over synthesized speech whenever possible.
All important information presented in audio must also be available in visual form. This should be provided as closed captions (with an indication of environmental sounds) and should include a text transcript. Movies could contain an optional sign language track.
All important video or animated presentations should include audio descriptions of visual information for use by blind and visually impaired users. Including the text of the description for review would also be useful.
Electronic textbooks should have the capability for increasing or reducing the speed of presentation, or pausing the presentation, to allow for different levels of comprehension.
All controls should be operable in an efficient manner without a pointing device (e.g., a mouse). Providing keyboard commands for all important functions will support users who cannot use a mouse or who use alternative input devices, including speech recognition.
All text should be user adjustable for font, size, and color.
Users should be able to zoom in to view portions of the screen in more detail.
Use established "standard" encoding such as Hyper Text Markup Language (HTML) and Extensible Markup Language (XML) for text; Graphics Interchange Format (GIF) and Joint Photographic Expert Group (JPEG) format for images; WAVE, QuickTime, Moving Picture Expert Group (MPEG), and Audio Visual Interleave (AVI) format for sound and video; and Synchronized Multimedia Interchange Language (SMIL) for sound, video, image, and text integration.

Compatibility Guidelines

An electronic textbook without built-in accessibility should be compatible with common assistive devices and software used by people with disabilities. The effectiveness of assistive technologies providing access to an electronic textbook depends upon the design and compatibility of the electronic textbook. Information that is not available in text form, for example, cannot be displayed using speech or braille. Software that requires an individual to simultaneously monitor two events occurring at opposite edges of a screen would be difficult for someone to operate by using screen magnification.

Accessibility of the Major Components of Electronic Textbooks

This section will look more closely at each of the major components of electronic textbooks presented earlier and discuss the implications of making each of these accessible.

Text

There are two ways to provide the text content of an electronic textbook - through the visual interface of the book itself, or in companion files.

Text in the Visual Interface. There are two ways to visually display text in electronic textbooks. These are Standard Text Draw and Proprietary Text Draw. In the former, the electronic textbook uses the text writing routines of the operating system to draw text to the screen. In the later, the electronic textbook uses a text drawing method that needs software to translate it into an image. This includes what is commonly referred to as "bitmap text" - including text within an "image" file format that draws the text as a series of pixels rather than using the text writing routines of the operating system.
Both methods for displaying text -- standard, or proprietary -- may be used to create animated text. Animated Text refers to text that is presented as a moving object or scrolled like a marquee.
Animated text may cause a couple of different types of problems for students with cognitive disabilities. The student may not be able to read the text fast enough before it changes, or the animation may draw their attention away from the rest of the information being presented.
Three methods are used to make text accessible in the visual interface. These are as follows:
Synthesizing Speech from the User's End. Electronic textbooks that use standard text drawing are compatible with standard screen reading software. Care must be taken, however, to ensure that the information is written to the screen in such a way that the individual can make sense of it using a screen reader. Screen readers typically scan horizontally across the screen.
Since screen readers try their best to keep the user up to date with changes on the screen, when standard text drawing methods are used, a screen reader will read the phrase that is changing each time it changes. For a marquee, this means that each letter is spoken once it appears on the screen.
Electronic textbooks that use proprietary text drawing such as bit-mapped imaging are often not compatible with today's screen readers. Electronic textbooks that use these strategies must use either built-in accessibility methods or use programmatic strategies (such as Microsoft Active Accessibility, access features within HTML 4.0, or the Java Accessibility API) to provide the screen reading software with the appropriate information.
Some data formats, such as Portable Document Format (PDF), intermix standard text drawing, and proprietary text drawing when writing text to the screen. If the operating system is knowledgeable about the specialized fonts used in a document, the PDF reader will use standard text draw. If the fonts are not available to the operating system, the reader will use its proprietary screen drawing routines to simulate the appearance of the font. This means that only parts of the text are accessible and this is not acceptable.
Building Audio into the Textbook. When audio is provided with the textbook, there are fewer problems. With built-in accessibility, the same program that writes the text to the screen also provides the information in an auditory form, such as speech. However, if the audio presents information that is not available visually, it needs to be captioned or presented in some other visual form for students who are deaf or have hearing impairments. For students with visual and hearing impairments, the information needs to be available in text so that it may be presented using a dynamic braille display, as described above.
Built-in accessibility should also allow the individual to move about in the text by section, paragraph, sentence, and word, as well as allowing the words to be spelled. These functions are available via most screen readers and emulate how a person with sight scans through a document "in chunks."
Screen Magnifiers. Screen magnifiers are similar to screen readers in that they do not treat text in proprietary formats as text, but as "images." Therefore, when proprietary formats are used to create text, once magnified, the image may become grainy and unreadable. When standard text drawing is used, the size of the text that is drawn to the screen is increased and the text is displayed in a larger font, maintaining its clarity.
Care must be taken in creating the layout of the information to ensure that it is comprehensible to someone who is able to view only a small portion of the screen at any point in time. A quick test is to try to operate the electronic textbook one word at a time (to simulate the portion of the screen available to a screen reader) or through the hole in a roll of paper towels (to simulate a screen magnifier).
Text in Companion Files. In addition to providing access to the information from within the electronic textbook, it is sometimes possible for publishers to provide techniques for extracting information and presenting it as separate or companion text files. This text file could then be used in conjunction with a word processor and screen reader or some other text-to-speech converter.
An external representation of the text in an electronic textbook may be achieved in two ways:
From the publisher. The publisher of the electronic textbook provides an alternate form of the electronic textbook as an American Standard Code for Information Interchange (ASCII) or other accessible text file.
Extraction. The publisher of the electronic textbook, or a third party, provides a tool that extracts the information from the electronic textbook and stores it as an accessible text file. When such an extraction tool is used, it is important that all of the information that is conveyed in layout and formatting (e.g., bold, italic and titles) be preserved, along with navigational aids (table of contents, indices, page references, and hyperlinks). This approach is only viable for linear, static electronic textbooks composed primarily of text, and that have text equivalents of any graphical or auditory information. For example, it does not work on material where the user can take any one of a large number of paths through the material or interact with a simulation.

Text Formatting and Hierarchy

Text formatting and hierarchy is important because it provides information about the structure of the information and access additional layers of information such as emphasis and keywords. Text formats identify relationships between one text element and another, highlight key words, identify a sequence of presentation, provide information about the hierarchy of information, and provide other secondary levels of information to the reader. Making information about text formatting and text hierarchy available can be done in several ways, including:

Verbal tags: For example, "begin bold," "end bold," "Level 1 title," and "Chapter header," which are embedded in the text and/or spoken when the formatting is encountered in the text.
Some type of tonal cues could be provided when various formatting occurs. This could take the form of beeps or tones immediately preceding the words.
Background noise which is played while the specially formatted text is being presented or read.
Change in intonation or voice: For example, italicized words could be spoken with a different voice, at a different pitch, or at a different volume.

Of these approaches, only the verbal tag approach would work with information that is exported to a dynamic braille display. For spoken output, the other approaches may be less disruptive, but will become more effective as techniques that relate specific auditory cues to specific text formatting features are developed.

As discussed under Text, systems with built-in accessibility have an advantage in that they are sensitive to any special formatting which is built into the text being presented and are able to present this information. Systems that rely on external assistive technologies for providing access to the formatting information must use the standard system tools for formatting text so that they will be compatible with the screen readers. Some types of formatting and text hierarchy, however, may be difficult to present in a fashion that screen readers would be able to use or recognize and convey.

Symbolic Information in Text

Current symbolic text representation consists of displaying the equations or text as a graphic of the actual equation. Therefore, access to a symbolic (i.e., mathematical, chemical, or economic) equation in electronic media has traditionally been difficult for students who are blind or visually impaired. Some specialized systems for reading mathematical documents have been developed, but no method for reading mathematics in common educational software is available.

The recent approval of Mathematics Mark-up Language (MathML) by the World Wide Web Consortium offers a positive step. MathML was created to meet the needs of people who want to display mathematical expressions on the Web, but who were unable to do so using HTML. It defines a machine-to-machine language for expressing mathematical symbols; that is, people are expected to use authoring tools to create the MathML code and to use a browser of some kind to read it. Reading the code itself does not convey the mathematical symbology to a human.

The MathML code provides a standardized format for encoding mathematical equations that is independent of the final presentation media, be it print, audio, or braille. Rather than using complicated typographic conventions, or even graphic images, to represent equations, MathML retains the semantics of the equation, thereby allowing assistive technology or auditory interfaces to navigate the elements of the equation. This is a major step in accessibility. MathML also provides advantages in terms of visual display and potential synchronization of mathematical equations with other media, such as narration, and brings mathematics to life.

For example, a complicated equation is displayed on the computer screen or a web page. A narrator describes the equation and a highlight or color change follows the narration through each element (or group of elements). As a student points, using a mouse or keyboard, at one of the elements, it is spoken. With an additional mouse click or keystroke the element of the equation is expanded to show additional information about the element, such as how that element was derived, the part of the word problem to which it refers, or the part of a diagram it represents. All of this is accomplished in an accessible manner and interactively.

MathML can be used to create symbolic text documents (i.e., mathematics, science, chemistry, and economics texts will include mathematical equations) that are presentable via the Web or other means. These documents would be accessible to blind and visually impaired students once the tools needed to do so are available. This would include authoring tools for writing equations that are designed to be directly or compatibly accessible so that blind students can write their own mathematical symbols. Also included would be browsing tools that convert the MathML code into something that can be rendered in audio. Because MathML uses a structured way to represent mathematical and other symbolic systems, it should be possible in the near future to provide first-rate interactive access to equations written in MathML. See Appendix C, MathML, for more information.

Graphics

Graphic information within electronic textbooks falls into three general categories:

Decoration: does not convey important information.
Information: is an integral part of the content, including text presented graphically.
Activation: is the trigger point for responses from the user, such as a button that causes the next page to be displayed.

The challenges in making electronic textbook graphics accessible are:

Differentiating between important and decorative information.
Indicating the presence of information presented graphically.
Where appropriate, providing descriptions of the graphic images.
Where appropriate, providing an alternative presentation, via description, tactile, or other means, for any important information that is presented graphically.
Text descriptions of graphical information may be either presented in parallel with the graphics for all users to see, or hidden in such a manner that it may be retrieved upon request. Increasingly, accessibility researchers are finding that when information is hidden, many users who are not blind request these text descriptions. This feature adds to the comprehension of the graphical information by individuals with perfect vision.

There is great value in the redundant presentation (i.e., the repetitive display of the information in multiple formats, such as audio, closed captioning, descriptive video, braille and enlarged type) of information. For individuals who are blind or who have visual impairments as well as for those with cognitive limitations, it is often desirable to have supplemental methods or materials available in addition to any verbal descriptions. This additional information helps in the presentation and interpretation of graphical information. Tactile models, raised line drawings, braille and audio tracks help provide orientation and information that enhance comprehension of graphical images. When a screen magnifier is used to enlarge an image, it may become grainy and unreadable. It would be desirable to supplement informational graphics with student selectable full screen versions of the graphics.

Navigational Systems

In order to move about effectively within an electronic textbook, students must be able to independently and efficiently operate and navigate the textbook. Electronic textbooks, whether created from existing texts, or crafted as new works specifically for PC or web usage, can incorporate advanced navigational capabilities that benefit all readers.

Understanding that textbooks often have varying structures (e.g., an annotated edition of a novel compared to a science textbook), it is important to provide navigational mechanisms that offer consistency in the user interface while adapting to the specific style of the given book. Students should not have to learn unique navigational commands for each book used.

Multimedia presentations, such as audio, videos and animations, also must be navigable in more than just the time dimension. To be able to search for a word or scene in a video is a major benefit for all students. This concept, already applied to talking books like Daisy, is also part of the upcoming releases of the MPEG format.

The key to an accessible navigation system is twofold:

The textbook must be authored through the use of standard mark-up languages such as HTML or XML so that structural elements are incorporated and identifiable.
The presentation system for the textbook, whether it is a web browser, specialized "book presentation" software, or a "book reader" hardware device, must be able to directly present this structure to the student, provide basic controls for navigating the structure, and indicate to the student their progress and position in the book. That is, the presentation system must answer the following questions:
Where am I?
Where have I been?
Where can I go?

Electronic textbooks convey the structure of the content by using several methods. These include the use of simple outlines, expanding outlines, tab folders, and image maps. Electronic textbooks also use a variety of methods to help users navigate the contents. These include the use of menus, sub-menus, buttons, tab folders, outlines, scroll bars, icons, graphics, hyperlinks, and search functions.

With hypertext documents that incorporate the concept of non-linear navigation, being able to see the "big picture" is critical. Visual metaphors for structure are useful for sighted students, but they are of no value to the visually impaired. It is important for the student who is blind or visually impaired to understand what is contained within the textbook, how the textbook is organized, and what navigation options are available. Non-visual navigation systems must depend upon the structural elements of the book to create a verbal mapping (e.g., "You are at Lesson 2 of Chapter 5. There are six lessons in this chapter. There are 10 chapters in this book"). With the availability of the structural information, any kind of verbal rendering is possible using braille or speech.

For the student who is unable to use a mouse, the navigation structure must be operable through standard mouse and keyboard controls to ensure compatibility with necessary assistive technology. Though visually oriented students may utilize the mouse to select buttons, menus, or clickable areas on a graphic, it is essential that all possible selections on any given screen have an efficient keyboard selection mechanism. Further, it should be possible to obtain a verbal summary of the number and type of selections possible, whether the selection is explicitly displayed as a button or menu choice, or implied through a clickable image. This can be done directly by the book presentation software, or through an assistive software aid that can programmatically access this information.

It will be possible to adapt a variety of alternative input mechanisms to any electronic textbook. Interfaces like W3C's DOM (Document Object Model) or an Accessibility Application Programming Interface (API) like Microsoft Active Accessibility or Sun's Java Accessibility may be used for this purpose.

The key to efficient and accessible navigation controls includes:

Ensuring that all navigation and control can be accomplished without a pointing device (e.g., through the keyboard).
Providing a visual as well as auditory means of determining the number and types of controls available.
Providing a capability for collapsing a document down to its major titles or components along with some indication of the length of the material beneath each title or in each component.
Providing a capability for presenting information that is distributed around the screen in a linear fashion whenever possible.

Again, by using the structured version of a book, it is possible to go beyond just the simple "collapsing" of a table of contents. For example, a student could activate a control that says, "Show me (read to me) only the ‘chapter summaries’ for the History Book." It is possible to create any view a student will find useful. Another possibility is that a teacher could create custom views of a book, "collapsing sections" that are not needed at any given time. Rather than using a specific textbook for each mathematics track, use of the same textbook, with different "filters" applied to either show or hide more advanced concepts may be better. Then, educational need, rather than fixed text format drive navigation, structure, and content of the textbook.

Hyperlinks

There is nothing inherently inaccessible about hyperlinks. The three major problems faced are:

identifying when something is a link,
understanding the context when one gets to the other end of the hyperjump,
having an idea of where the hyperlink goes before following it (particularly a problem for students with visual disabilities if the hyperlink is an image without associated text).

Hyperlinks are generally indicated through text formatting (e.g., the text is a different color or the text is underlined or italicized). If all of the formatting information is available to the user, the existence and location of hyperlinks is generally available as well. A descriptive hyperlink text phrase will help a student determine where the link is going and if they would like to follow it or not. For graphical hyperlinks, associate a text phrase with the image. When an individual has executed a hyperlink jump, some type of a verbal announcement that a jump has taken place is useful as a cue to the individual that the "world around their soda straw view" has changed, so that they look around and reorient themselves to the place to which they have jumped.

 

Expand and Collapse Features

In some cases, expand and collapse features may already be accessible. Problems arise, however, depending on how they are implemented in a given system. All expand and collapse features should be executable from the keyboard with speech or electronic text. All non-text visual cues that are provided in conjunction with the expand and collapse features should be available via built-in accessibility or revealed to the screen reader.

A subset of the expand and collapse feature would be a zoom feature. Such a feature allows individuals who are sighted to get a bird's-eye view of the general layout of the document or landscape. They can then zoom in for detail. The equivalent for those who cannot see would be the ability to provide an image that they could feel tactually. In addition, auditory cues could be provided to indicate white space, text and numbers. This would allow them to get a sense for the global layout of the page in the same way as a sighted individual.

Search Features

In addition to the ability to search for words or phrases, it is also very useful to search for character formatting or for structural items in the document. For example, the ability to search for the next title is very helpful for stepping through a document. If structure information is not available, the ability to search for the next bold or underlined text can be useful.

Sound

As with graphics, audio information in an electronic textbook can convey important information or it can be purely supplementary or decorative. For students who are deaf or have hearing impairments any information that is presented auditorially would need to be available in amplified form and as captions. For students who have both visual and hearing impairments, amplification may be helpful, but captions should also be provided in electronic form compatible with assistive technology so that they can be presented via braille. The pace at which the auditory information is presented should be controllable to allow for different levels of comprehension. For example, it should be possible to speed up, slow down, stop, pause, or replay speech and captions. The techniques needed to provide captions for audio are the same as those described in the section on fixed sequence animations and movies.

Fixed Sequence Animation and Movies

Electronic textbooks may contain full-motion video in color or black and white, with or without sound. The audio portion of the movies would be accessible to students who have low vision or blindness; however these students may have limited or no information regarding the visual information which is displayed on the screen. Students who are deaf or have hearing impairments, on the other hand, will benefit from the visuals but may not understand any of the sound. In order to make animation and movies accessible, the electronic textbook should provide:

Audio descriptions of the visual contents, which can be turned on and off as needed.
Captions of the auditory contents, which can be turned on and off as needed.
The ability to back up and replay some or all of the information, to pause and restart from the same place, and to slow down the rate of presentation if, for example, a student needs more time to read the captions.
An electronic text version of the audio captions and the audio description text for use by students who are both visually impaired and hearing impaired.

These features can be provided in a number of ways. The same multimedia tools that are used to create the original presentation could be used to add additional audio description and captions to provide these features, and the ability to turn this information on and off could be built as a part of the interface of the product. However, three popular multimedia players now provide the ability to handle audio description and captions within the media format. These formats are:

QuickTime 3.0 and later.
Microsoft SAMI (Synchronized Accessible Media Interchange) included in Microsoft Media Player version 5.2 or later.
SMIL (Synchronized Media Integration Language), a format adopted by the World Wide Web Consortium. One SMIL player is the G2 player from RealNetworks.

For some electronic textbooks, it may be helpful to include supplemental materials such as tactile models, raised line drawings, braille or audio materials which can provide orientation and information which would assist students who are blind or visually impaired to understand the graphic information or auditory descriptions.

Information that Changes

Information may change for two reasons: (1) In response to an interaction with the student (e.g., the student adds a new substance to a chemistry experiment); (2) The information is "live" and is continually updated (e.g., a weather map is updated to show current conditions).

Interactive Elements. Use of interactive materials is one of the more challenging issues, but one where recent work brings interesting solutions. Often, simulations allow the user to manipulate the components (rely on eye-hand coordination) on one part of the screen and observe the results of that action on another part of the screen. An example of this is the model four-stroke engine described earlier in this document. In that example, the user could use a touchscreen or a mouse to grab the flywheel and turn it left and right in order to see how the pistons operate.
As mentioned earlier, two approaches can be taken to make interactive programs accessible: direct accessibility or compatibility with assistive technologies. For interactive portions of the electronic textbook, offering two types of support provides direct accessibility:
Allow all of the manipulations on the screen to be accomplished independently from the mouse (i.e., from the keyboard). This would also be useful for individuals with physical disabilities, who could use an alternative input device such as a single switch or speech recognition to manipulate the components. Other students, with and without disabilities, may also benefit from using keyboard access or speech recognition.
Provide meaningful auditory cueing, or feedback, that communicates the status or change in status of the various components. Such auditory enhancement of the visual picture is crucial for blind students and is usually beneficial for students with cognitive impairments as well as students without disabilities.

Combining keyboard or alternative input with audio feedback creates an interface that students can use regardless of whether they can see the screen or they can use a mouse. If the additional audio is found to be a distraction to students who do not need it, the program should offer an option to turn it off.

Compatibility with assistive technologies is a second approach. It is crucial for use by students with some disabilities, such as those who are deaf-blind and use a braille display rather than audio information. For this reason, even directly accessible simulations should be access technology-compatible. However, using educational programs in conjunction with assistive technologies is less appropriate for some students, including younger students.

Technologies are now available that enable developers to design software which is compatible with assistive technologies, providing an important advance in the ability to create accessible software. These technologies are known as Applications Programming Interfaces (APIs). A possible compatibility solution for software built for the Windows platform is Microsoft's Active Accessibility (MSAA), an API for exposing elements of the screen and their state, including exposing the focus of the screen. Using MSAA, software developers can use entirely graphical custom interfaces while still making each element known to a screen reader. This makes it possible to provide access to every control and output of a simulation.

The growing popularity of Java as a programming language for the Internet has led to the development of the Java Accessibility API. With some similarities to MSAA, Java Accessibility allows software developers to expose the location, name, and state of each control while still using the graphical look-and-feel of their choice. For programs being developed in Java, this is an important tool.

Caution must be used when designing modifications of interactive animation and simulations to ensure that the same quality of information is provided to the student who is blind as is provided to other students. In the example of the piston engine, the purpose of the program was to teach a child a specific concept. Even with the adaptations, the student who is blind would not have sufficient access to the information on the screen to learn that concept. Additional hands-on instruction with tactile adaptations, physical models, or other materials necessary for the student to grasp the concept would be provided by a teacher trained in the education of students with visual impairments. Wherever possible, content creators should suggest models that may be constructed from ordinary items. This will help all teachers provide the alternative learning tools that may benefit all students.

Other programs could be modified successfully using only changes to the software. For example, a program might provide an animated story which periodically stops until the child responds to specific directions or answers questions by using the mouse or touchscreen. If there were a verbal (sound or tactual) narration of the story, and the student responses could be provided through the keyboard, then the child who is blind would have adequate accessibility to the content and could achieve the same results as other students.

Simulations often provide students with opportunities they might not have in everyday life - particularly students with disabilities. Handling beakers, flasks, burners, and other equipment in the chemistry laboratory is often not safe for students with visual or cognitive impairments and often not possible for students with physical disabilities. Manipulating the equipment via computer simulations allows students with vision to witness chemical reactions (e.g., color changes, heating, and explosions). Presenting the results of the manipulations through appropriate sound and descriptive narrative allows the student who is blind or has low vision to participate and have information similar to that, which is available in the chemistry lab. Allowing students to manipulate apparatuses via the keyboard includes students with physical disabilities and blindness in the experimentation process.

For some interactive materials, as with fixed sequence materials, it may be helpful to include supplemental materials such as tactile models or raised line drawings.

"Live" Information. "Live" information may either be generated by a person (discussions in a chat room, see section below Collaborative Environments) or a machine (photographs of an African water hole taken at 30 second intervals). The strategies discussed in the previous section (interaction and simulation) do not always apply to live information since the textbook does not include the "live" information to be presented. For example, the textbook publisher cannot provide the description of the activity at the water hole in advance of the activity. In the future, software may exist that can analyze the photograph and create these descriptions, but until then other strategies must be used. Some of these are as follows:
For information that is inherently textual (such as discussions in a chat room), ensure that the text is drawn with standard text drawing routines (see the first topic in this section, "Text").
For digital information (such as weather information - wind direction, temperature, wind speed, etc.), if it is displayed graphically (e.g., a thermometer) ensure that the digital information is available.
For modality specific presentations of information, such as a weather map showing current cloud cover (which is purely graphical), ensure that a description of the basic content of the information is provided. For example, attach the phrase, "Current cloud cover of Dallas" to the weather map.
For information that is cyclical, provide descriptions of the major components to be covered by the material. For example, a group of researchers and educators watch chicken embryos develop over the course of a semester by using live MRI images of eggs. The class discusses what they see at each major stage in the development cycle. Since the chicks develop the same features roughly at the same time each semester, the descriptions won't change much each time the experiment is run. The problem occurs when an abnormality occurs and the descriptions do not fit with the current conditions. In this case, it could become a classroom exercise to generate the descriptions to add to the database for future experiments that might go the same way.
Live information websites not controlled by the electronic textbook publisher should be checked for accessibility before selection for inclusion as a resource in an electronic textbook. Providing these sites with the World Wide Web Consortium's Web Accessibility Guidelines may increase the accessibility of the sites in the future.

Collaborative Environments

Collaborative environments allow students with disabilities to interact in communities they might not otherwise have the chance to interact in. They also provide able-bodied students the ability to interact with students with disabilities. An electronic textbook could be designed giving students the ability to collaborate, through the use of collaborative tools (e.g., chat, e-mail, discussion forum, or videoconference) with study peers or a study team to write reports, share research data, or share a "white board" or area of the screen where they can draw, write, calculate, or otherwise work together on the same "piece of paper." Electronic textbooks can provide direct accessibility to collaborative interaction (which is sometimes "live") by choosing accessible tools for videoconferencing, chat, e-mail, and other collaboration tools. If the collaborative tools are developed specifically for the electronic textbook then these tools should be directly accessible or compatible with assistive technology.

For example:

Where white boards or shared areas of the screen are used for drawing, writing, or otherwise working together, it is important that the white board area be implemented in such a way that it has either built-in voicing or works in conjunction with a screen reader for textual information. It should also be possible to print out or save the contents of the white board so that it may be converted into a raised line drawing using special adaptive equipment.
If the collaboration tool allows for voice communication, it should also provide a text communication alternative (e.g., text chat or real-time captioning) for students who are hearing impaired or deaf. Or the school should provide an interpreter.
Controls for the videoconference should be completely operable without vision or without a mouse. Providing keyboard access to all of the videoconferencing controls is the easiest and most reliable way to achieve this.
Collaboration tools that provide live text communication (chat) should be self-voicing or be compatible with screen reading technology.
In all cases, the collaborative tool should permit the keeping and saving a session log of all interaction. The log should be available to students in an accessible form for replay or printing.

Live collaboration and videoconferencing is inherently no less accessible than face-to-face communication. It is up to the individuals who are communicating to make sure that information is accessible to each other. Basic information on how to communicate in an accessible manner should be provided to a live (human) resource before inclusion in an electronic textbook.

Virtual Reality: Three Dimensional or Immersive Environments

For students who have little voluntary movement, immersive environments can provide valuable alternatives to the experiential learning opportunities they have missed or only passively observed. As long as the environment can be efficiently controlled using keyboard equivalents, these students can control the experience using alternative keyboards or keyboard emulators. A number of strategies can be employed to make navigation and object manipulation easier and more efficient for all students. These include:

allowing the educator or student to constrain the planes of movement,
providing preset, easily selected, routes to objects or locations,
providing preset points of view that can be selected using a minimum number of keystrokes.

For students who cannot use the visual modality, immersive environments in their present state do not add to the learning experience. Providing text or audio labels, descriptions and meta data can provide some access to the information in the three dimensional scene, but the experience remains more frustrating than rewarding. Wayfinding in a virtual world, with few constraints on travel, can be a daunting task even for a student with full vision. This situation may change dramatically with the development and broader availability of haptic interfaces and three-dimensional sound displays. "Haptics" is a term that encompasses both the sensing and action involved in touching and manipulating.

For many students haptics is the preferred mode of exploration. Unlike the visual and auditory modality, by its very nature it is interactive. We manipulate the objects we are sensing in a continuous action-feedback-reaction loop. Thus many people do not feel they have really "seen" an object unless they have handled it and explored it with their haptic sense. With the addition of haptic rendering and haptic display/control devices, three dimensional, immersive curriculums can bring a multitude of objects and environments to the classroom for exploration by all students, including students who are blind. Three dimensional, immersive environments will become more accessible and usable as additional display and control modalities become feasible and widely available. Wherever possible electronic textbooks that include these tools should support multiple display and control modalities and provide information in redundant formats. Virtual reality environments can be divided into two general categories:

The individual is experiencing a visual immersion. One example is a virtual reality environment that is used to allow an individual to walk through an art gallery.
The use of virtual reality as a metaphor for something that is not inherently visual. For example, there are a number of virtual reality tools being used to navigate knowledge bases.

In the first case, the virtual reality is simply another way of presenting visual information. Being inherently visual, the student who is blind did not previously have access to the information. However, by making the presentation electronic, it is possible that additional access may be provided through the use of techniques and technologies for image enhancement and edge identification. These could be used in conjunction with tactile printers (e.g., braille printers) and raised-line drawings. In the second case, it is important that visualization tools created to navigate the information space preserve a nonvisual (e.g., verbal/textual) interface for those individuals who cannot use the visualization interface.

Media-specific Strategies

Videotape. The most common form of classroom videotape is 1/2" VHS. For classrooms that include students who are blind or visually impaired, videotapes with verbal descriptions of the visual information are needed. Since there currently is no technical way to hide or embed these verbal descriptions in the videotape and turn them on when needed, as is possible with captions, the verbal descriptions should be a part of the standard audio track on the tape. These verbal descriptions take the form of narration which is added between the normal audio information on the videotape. The added narration describes what is occurring visually on the screen.
One approach for providing verbal descriptions on videotape would be to have two versions of the tape, one with the verbal descriptions and one without the verbal descriptions. A second strategy would be to record descriptive video and sound information on one track and sound information only on the second track. Users could then select either the left or right channel to get the material with or without the verbal descriptions. Individuals would be able to turn the audio descriptions on or off as desired. Neither of these techniques is optimal, but both do work within the constraints of current videotape technology. For classrooms that include students who are deaf or hearing impaired, videotapes with closed captions of the auditory information are needed.
Videodisc. When produced in a non-interactive manner, videodiscs can be treated much the same as videotapes, with one important difference. Videodiscs have the capacity to include an additional sound track for descriptions. As a result, both stereo channels can be used for the regular audio, with the verbal descriptions on yet another channel which can be turned on and off as needed by the students.
For disks that are produced with a higher degree of interactivity, not only do the moving images on the disk need to be described, but the visuals and text on the computer screen need description and translation into digitized speech, braille display, or enlarged type. Although this may sound very difficult, when taken one element at a time, access to many types of interactive videodiscs is possible. The guidance for such access can be taken from the means for making standard linear video accessible and for making multimedia software accessible. In general, this type of accessibility also has benefits for individuals without visual impairments.
Multimedia Software. The same principles that apply to accessible electronic textbooks apply to multimedia software. By its very nature, multimedia software allows even more flexibility than videodiscs in terms of the opportunity for multiple channels of video and audio information, all of which can be turned on and off at the user's discretion. In most cases, however, accessibility to multimedia software must be built in. The capability of assistive technology such as screen readers to track and interpret what is happening in a multimedia environment is very limited due to inaccessible design. Both digitized audio, digitally recorded human voice, or synthesized audio computer-generated voices, can be used to provide access to and describe essential visual elements to students who are blind or visually impaired. Captions for all audio information is a necessity for students with hearing impairments. As discussed previously, the ability to access and use the system without eye-hand coordination is very important. Keyboard control of the program is an excellent strategy here.

COST OF TECHNOLOGY IN PUBLIC EDUCATION

Overview

Investment in educational technology in the United States is estimated at present at over $5 billion a year. Spending for computer technology in Kindergarten through 12th grade in the United States is projected to be $9.4 billion in 2000, up from $3.3 billion in 1994-95, $3.9 billion in 1995-96, $4.3 billion on 1996-97 and $5.2 in 1997-98, according to the Data Analysis Group. Of the $4.3 billion spent in 1996-97, between $494 million estimated by the Quality Education Data (QED) Company and $728 million estimated by SIMBA Information, Inc. was spent on instructional software, according to the 1997 Software Publishers Association (SPA) Education Market Report. According to McKinsey & Company, only $300 million out of $3.3 billion was spent in 1994-95 on professional development. Usually, only 5 percent to 8 percent of technology expenditures have been spent on technology training instead of the recommended 15 percent.

Funding for information technologies came mostly from state (47 percent) and local (44.5 percent) sources, according to SIMBA Information, Inc. According to a 1995 McKinsey & Company report, 84 percent of the overall money and 60 percent of funds used for technology in Kindergarten through 12th grade in public schools comes from state and local governments. Federal funds, which constitute 6 percent of money for education overall, comprise 25 percent of funds spent on technology. Funds provided by businesses, foundations, and fund-raising efforts (10 percent of overall funds) constitute the remaining funding sources for technology.

Although the expenditures on technology are substantial, of the average $5,623 that schools spent per student in 1994-95, just $75 (1.3 percent) was spent on technology. Since then, the amount spent on technology per student has increased. Nationally, the typical public school spent $90.95 per student in 1996-97 for hardware, software, and training, according to QED. This consists of $56.92 for hardware, $10.95 for software, $5.50 for supplies, $5.30 for service, $4.52 for training, $2.62 for online capabilities, and $5.14 for other resources.

According to a 1995 report by McKinsey & Company, the cost of a one-time installation of computers nationwide (including training) may range from $0.08 billion (to install one PC + modem per school connected to the Internet via a district-based file server) to $145 billion (a model that gives each student a PC with full connection to the Internet). Annual operating costs may range from $0.06 billion to $11.28 billion. Hence, getting to a 5:1 ratio of students per computer would require spending $47 billion by 2005 -- 20 percent of it in rewiring and improving air conditioning and $14 billion annually in operations and maintenance. That would amount to about 4 percent of the nation’s total K-12 education budget in 2005; three times the 1.3 percent spent in 1994-95. In 1995, 1.3 percent of the national school budget was spent on instructional technology.

McKinsey & Company estimated that between 1.5 percent and 3.9 percent of the national education budget would be required over the next five to ten years to purchase new equipment, wire schools, and provide access and support, depending on the connectivity model adopted.

Connectivity models range from a minimal configuration to an ideal one with associated variation in complexity and cost as shown below.

Minimal configuration: single central room with standard phone lines. Estimated up-front costs: $11 billion.
Ideal configuration: distributed equipment to all classrooms with high-speed connections. Up-front costs: $47 billion.

Estimating the cost of technology in public education requires a departure from the way school districts have traditionally planned and budgeted for technology. Technology planning in schools has traditionally been guided by a one-time purchase mentality rather than by long range planning considerations. Long range planning must include training, support, and upgrading. Technology planning and technology budgeting in public schools must:

Consider the cost of upgrading of computational hardware to take advantage of
telecommunications and multimedia technology.

(2) Change the budgeting process to a long range planning process that includes the

cost of regular telecommunications access. Currently, 18 states have preferential rates for schools.
(3) Recognize that hardware costs are typically estimated at 55 percent; software and technical support are estimated at 30 percent, and training is estimated at 15 percent at minimum. The purchase price of a computer represents, according to estimates, only 20 to 25 percent of the cost of its operation and maintenance.
 

Technology Expenditures in Texas Schools

Recent technology expenditure data provided by 616 school districts in response to a survey conducted by the Texas Association of School Administrators (TASA) indicate that annual expenditures for technology acquisition and maintenance in 1997-98 ranged widely from less than $50,000 to over $10 million. Over 60 percent of the districts (394) spent $250,000 or less on technology infrastructure and maintenance in 1997-98. Nearly one-quarter of the districts (149) spent between $250,000 and $1 million, and about 12 percent of the districts (73) spent over one million. The Houston ISD, for example, spent $12,700,000 in 1997-98.

 

 

Annual Texas School District Expenditures for

Acquisition and Maintenance of

Telecommunications and Computer Infrastructure

Annual Expenditures

Percentage of Districts

Less than $50,000

13.3%

$50,000-$100,000

14.8%

$100,000-$250,000

35.9%

$250,000-$500,000

17.5%

$500,000-$1,000,000

6.7%

$1 to $10 million

10.2%

$10 million or more

1.6%

(chart represents annual expenditures and percentage of districts)

 

(chart represents cost of maintenance and acquisition of technology)

Source: TASA Survey, November 23, 1998.

 

Expenditures associated with technology-related staff development also varied greatly. Nearly 60 percent of the districts (358) spent less than $10,000 in 1997-98 on technology-related staff development, 25 percent (152) spent between $10,000 and $50,000, and 15 percent of the districts (92) spent over $50,000. Houston ISD, for example, spent $400,000 on technology-related staff development in 1997-98.

 

 

Amount Dedicated to Technology-Related Staff

Development in 1997-98

Annual Expenditures

Percentage of Districts

Less than $5,000

38.0%

$5,000-$10,000

21.4%

$10,000-$50,000

25.2%

$50,000-$100,000

6.5%

$100,000-$300,000

5.3%

Over $300,000

3.5%

(chart represents percentage of dollar amount spent on Tecnology)

 

Source: TASA Survey, November 23, 1998.

 

Estimating Costs of Technology

Estimating the cost of technology in public education based on current technology use in schools is extremely complex because of:

the large number of cost elements involved;
the numerous configurations at the district, campus, and classroom level under which technology has been installed and is utilized;
the variance in the type, volume, value, and use of technology in the schools; and
the inconsistent manner in which districts account for costs associated with acquisition, maintenance, upgrading, and training.

Estimating the costs of technology during a period of transition renders existing cost models largely irrelevant. Existing cost models focus mainly on the cost elements that are relatively easy to capture; cost of equipment, hardware and software under a few different district, campus and classroom configurations. The estimation of costs associated with the delivery of instructional materials via computer networks—the focus of the Computer Network Study Project—has not previously been addressed nor investigated. The literature did not identify any models or conceptual frameworks that articulate what such models should include. For example, the infrastructure (hardware, equipment, and connectivity) can be compared to the technology superhighway and the delivery of instructional materials via computer networks is the vehicle that rides on this highway. Although the infrastructure is essential to the delivery of instructional materials via computer networks, the costs associated with this delivery are "separate." The extent to which the costs of the delivery of instructional materials via computer networks are interrelated with the costs of the infrastructure may vary depending on the assumptions used and the context in which this technology is implemented.

To estimate the costs associated with the use of computer networks to deliver instructional materials in public schools in Texas, cost data were obtained from districts selected for participation in the study. Two sets of cost data were obtained:

Costs associated with equipping each student with a computer.
Costs associated with the use of computer networks to deliver instructional materials.

Costs of Providing Computers to Students and Teachers

Four districts provided five data sets of costs associated with equipping students (and teachers) with computers: Canyon ISD, Lake Worth ISD, Los Fresnos ISD, and Ysleta ISD. Four of the data sets consisted of cost estimates and one data set included actual costs associated with a current pilot project. The data submitted by the four districts are presented in the following table.

The data demonstrate a high degree of variance in the scope of the projects (ranging from a single campus, to several campuses, to districtwide), in the hardware and software configurations, and in the cost accounting methods. Using the cost elements projected by the districts to calculate a per computer/laptop cost results in an estimated unit cost ranging from $2,175 to $2,810; a 22.3 percent variance. The projected costs per computer/laptop are substantially higher than the actual cost data of the NetSchools Pilot in Ysleta. The lowest projected cost is 35 percent higher than the Ysleta NetSchools Pilot unit cost. Using the projected costs of providing a computer/laptop to each student ($2,175 or $2,810), the costs of providing the 3,535,742 Texas students with laptops can range from $7.69 billion to $9.93 billion. Equipping the 261,427 Texas teachers with computers, assuming that the unit cost for teachers will be the same as for students (although teacher laptops are more costly) will add between $568.6 and $734.6 million. Using the Ysleta NetSchools Pilot cost data as a baseline for statewide projections yields a cost of $5.01 billion for students and $370.7 million for teachers. The estimates do not include amounts for annual costs such as support and maintenance or costs associated with upgrading, replacement, or purchasing computers for new students.

Costs of Providing Computers

 

Canyon*

Lake Worth*

Los Fresnos*

Ysleta*

Ysleta -

Pilot**

Program

NetSchools

LEAP

Laptops for Students

Computers for Students

NetSchools

Number of campuses

2

5

1

66

5

Number of students

1,419

2,060

(all students in ISD)

1,000 (per secondary school campus)

48,000

1,950

Number of Teachers

74

 

 

3,500

86

Target

Middle Schools

(2)

All schools in ISD

Secondary schools

All schools in ISD

 

Cost of Computer/

Student

$2,161

per laptop

$1,689

per laptop

$2,000

per laptop

$2,500

per workstation

$1,350/

student*

$2,200/

teacher*

Computer costs

$3,226,900

$3,479,869

$2,000,000

$128,750,000

$2,821,700

Hardware/

Wiring/Cables/Equipment

$16,000

$928,163

$278,500

$11,935,000

 

Software

 

 

$125,000

 

 

Support Staff

$209,400

$64,000

$337,000

$1,740,000

 

Staff Training

 

$8,000

$50,000

$2,575,000

 

Student Training

 

 

$20,000

 

 

Other

$138,940

(printers, materials)

 

 

 

$66,000

(printers)

TOTAL

$3,591,240

$4,480,032

for ISD

$2,810,500

per campus

$144,980,000

for ISD

$2,887,700

Cost per Student

$2,405.38

per student/

teacher

$2,175.00

$2,810.50

$2,815.00

per student/teacher

$1,418.00

per student/

teacher**

(chart represents costs of providing Technology for Students and Teachers)

* Estimated costs.

** Actual costs. NetSchools Pilot is a turnkey solution; offered at a discount. Computer

costs include hardware, software, training, and support.

Costs of Using Computer Networks to Deliver Instructional Content

Districts selected for participation in this study were asked to provide cost data associated with the delivery of instructional materials via computer networks. To facilitate a consistent framework for providing these data, districts were asked to:

Provide contextual information including: content areas in which these materials are being used, grade levels, and names of the instructional programs.
Select one instructional program and report how many campuses and classes use the program, how many teachers and students use it, whether the program is typically used in the computer lab or in the classroom, and when the district started using the program.
Describe the hardware and equipment at the district level, campus level, and lab or classroom level needed for the delivery of the program.
Specify the up-front and ongoing costs of using the program, delineating each cost element and quantifying the costs associated with it.
Estimate the portion of the costs attributed to shared elements.
List the assumptions underlying the cost data.

The majority of the districts reported that they deliver some instructional materials through computer networks. The delivery is typically in the computer labs since classrooms do not have enough computers for individual use by students. The districts provided cost data on a large number of instructional programs. Since the assumptions and cost elements used by districts to calculate costs varied considerably, programs on which cost data were provided by multiple districts were selected for analysis. The programs presented in the summary tables are as follows: Accelerated Reader, Jostens Learning Systems (Jostens), Skillsbank, and Invest. Also included are Computer Curriculum Corporation’s (CCC) Successmaker Math as an illustration of a program on which cost data were submitted by a single district, and the Houston ISD Algebra 1 districtwide initiative.

The summary tables are organized by program. The tables identify the district; the name of the program; the number of campuses, classes, teachers, and students that use the program; the year the district started using the program; whether the program is delivered in the computer lab or in the class; and unique usage characteristics. In addition, the table presents data on up-front costs including training, licensing fees, and hardware; and ongoing costs including support, maintenance, training, and materials. The cost per student was calculated in two ways: (1) total up-front cost per student which includes the cost for the first year and (2) ongoing annual costs per student which refer to the annual cost from the second year of the program and thereafter. Please note that total up-front costs or total ongoing costs were not calculated in cases where the districts did not provide sufficient data.

The cost data provided by the districts vary greatly. For example, up-front costs per student for the Accelerated Reader program vary from $4.19 to $42.08. For the Jostens program the up-front cost per student varies from $22.24 to $199.92. For the Skillsbank program the up-front cost per student varies from $4.74 to $77.64. For the Invest program the cost range from $110.76 to $924.90. Annual costs per student also vary widely.

The major reasons for the variance lie in the cost elements included in the calculation of cost and whether "a share of cost" function was utilized. For example, of the five districts that provided cost data for the Accelerated Reader program, two districts did not provide any up-front training costs. One of these districts claimed that no training costs were incurred because teachers who were familiar with the program trained other teachers. Similar variations were observed with regard to the other up-front and ongoing cost elements.

Districts were also inconsistent with regard to the attribution of shared costs. Shared costs are a key component of the cost models involving the delivery of instructional content via computer networks. Shared costs relate to both up-front and ongoing (usage) costs. Up-front costs may be "inflated" in cases where the delivery of the program required building the infrastructure if none existed previously. That is, the up-front costs may be high if the program was the first to be delivered via a computer network and the district or school did not have such a network in place and built it specifically for this program. In cases where the program was installed after such a network has been in place, up-front costs may only include the licensing fees and training specifically associated with the program.

The shared cost concept is also important in calculating ongoing costs. District data varied considerably in this regard. For example, some districts included the entire cost of support although they recognized that the figure included support for all programs delivered via computer networks. Several districts identified the share attributed to the specific program but used different assumptions in deriving that share. Several districts were unable to calculate the share in case of multiple use because of lack of data or indicators or because the share fluctuates as the mix of programs delivered via computer networks changes with the addition or replacement of programs. The share can also fluctuate as the number of students who use the program changes. One of the districts reported that the number of students who use the program has decreased, resulting in higher ongoing costs per student.

Estimating cost of instructional content delivered through computer networks is particularly complicated for multi-component programs like Jostens. The program can be used in different configurations and the configurations can vary by district, within a district, and from year to year. This flexibility inhibits district and cross-district cost analyses. To be valid, cost analyses must address the same components, not just the same program overall.

Other complications revealed from the data provided by the districts include variables such as start-up year and prolonged (multi-year) up-front costs. Districts provided up-front cost data representing the year the district started using the program. Although the annual rate of inflation has been low, it is important to account for up-front costs in constant dollars for inferential and comparison purposes. Up-front costs distributed over multiple years rather than occurring in a single year may also have to be treated in a special way, as may the inclusion of interest payment in up-front cost calculations.

 

Costs Associated with the Accelerated Reader Program

 

Canyon

Central Heights

Fort Stockton

Leander

Zapata

Program

Accelerated Reader

Accelerated Reader

Accelerated Reader

Accelerated Reader

Accelerated Reader

Number of Campuses

12

3

4

10

5

Number of Classes

253

50

65

400

All (K-8)

Number of teachers

170

45

65

400

All (K-8)

Number of Students

5,000

675

700

8800

2,000

Year Started Using Program

1993

1996

1994

1994

1994

Is program delivered in class/lab

50% class

50% lab

100% lab

Class and lab

Class and lab

100% class

Use

With Reading Renaissance, STAR

 

 

 

 

Up-front Costs:

$210,410

 

 

 

$8,375

Training

$28,250

$500

 

Teaches trained other teachers

$ 6,380

10 staff

Licensing Fees

$48,000

(12 campuses)

 

 

$5,000

$1,995

Hardware

$134,160

(26% use: 30 computer per campus; 8 printers per campus, server)

$158,000

(server and computers)

 

Available for multiple programs

Available for multiple programs

Annual Ongoing Costs:

$106,411

 

 

 

$13,009

Support

$37,700

 

$16,100

(not 100% for program)

 

 

Maintenance

$2,988

per year for 12 campuses

$2,000

$1,000

(support + maintenance)

 

$750

(support + maintenance)

Training

$5,000

per year

 

 

 

$499

Materials, disks

$ 60,723

 

 

 

$11,760

Up-front Cost per Student

$42.08

 

 

 

$4.19

Ongoing Annual Cost per Student

$21.28

 

 

 

$6.50

Costs Associated with the Jostens Program

 

 

Corsicana

Kenedy

San Benito

Victoria

Weslaco

Program

Jostens

Jostens

Jostens

Jostens

Jostens

Number of Campuses

9

3

10

12

11

Number of Classes

78

34

80

285

All

Number of teachers

78

24

205

207

400

Number of Students

2560

700

3,000

5,495

9,946

Year Started Using Program

1997

1997-98

1992-96

1986

1993

Is program delivered in class/lab

Class and lab

Lab

Lab

Lab

Lab

Use

One Middle School

 

 

Aims Product

 

Up-front Costs:

$87,250

$96,926

$599,748

(3 years)

Not given

$221,350

(assumes full use by Jostens)

Training

$3,750

Included in licensing fees

 

 

$3,250

Licensing Fees

$42,000

$20,000

$599,748

(3 years)

 

$60,000

Hardware

$41,500

$ 76,925

($181,000

@ 42.5% usage)

$600,000

 

$158,100

Annual Ongoing Costs:

$5,000

$18,300

 

 

$7,770

Support

$100/station

(support + maintenance)

$7,500

 

$11,463/lab

 

Maintenance

 

$ 6,000

$9,000

$3,000/lab

$1,770

Training

$1,500

 

 

 

$1,000

Materials, disks

 

$4,800

 

$6,760/

campus for upgrading in 1993-94

$5,000

Up-front Cost per Student

$34.08

$138.46

$199.92

( 3 years)

 

$22.25

Ongoing Cost per Student

$9.00 (amortized over 10 years)

$26.14

 

 

$0.78

 

Costs Associated with the Skillsbank and Invest Programs

 

Ennis

Navarro

Karnes City

Spring Branch

Wichita Falls

Program

Skillsbank

Skillsbank

Skillsbank

Invest

Invest

Number of Campuses

4

1

1

4

1

Number of Classes

76

5

12

57

23

Number of teachers

44

4

5

57

18

Number of Students

1,910

190

89

1,100

240

Year Started Using Program

1992

1996

1994

1995

1997

Is program delivered in class/lab

Class and lab

Lab

Lab

15%-class

85%-lab

Lab

Use

 

 

5%

 

 

Up-front Costs:

$13,010

$900

$6,910

$121,833

$221,977

Training

 

 

$200

$1,500

 

Licensing Fees/

Software

$13,010

(exclusive of Intermediate program)

$900

$1,800

$58,035

$108,300

(includes training)

Hardware

Not included because it is used for multiple programs

 

$4,910

$62,298

(includes 1995 expansion and upgrading)

$113,677

Annual Ongoing Costs:

Not available

 

$500

(included in up-front costs)

$1,500

Support

 

 

$300

 

$1,500

Maintenance

 

 

 

 

 

Training

 

 

$200

 

 

Materials

 

 

 

 

 

Up-front Cost per Student

$6.81

$4.74

$77.64

$110.76

$924.90

Ongoing Cost per Student

 

 

$5.62

 

$6.25

 

Costs Associated with Mathematics Programs

 

Bartlett

Houston

Houston

Program

CCC Successmaker Math

Algebra 1 Initiative

Algebra 1 Initiative – Plato (Pilot)

Number of Campuses

2

68

3

Number of Classes

 

 

 

Number of teachers

16

320

 

Number of Students

250

27,000

1,200

(assume 400/campus)

Year Started Using Program

1995

1997

1997

Is program delivered in class/lab

Lab

Class and lab

Lab

(assume 1 lab per campus)

Use

 

 

 

Up-front Costs:

$127,000

$1,699,200

($5,310/teacher)

$252,375

Training

$7,000

 

 

Licensing Fees/

Software

$62,500

$96,000

($300/teacher)

$137,475

($45,825/lab –

25 PCs)

Hardware

$57,500

$1,603,200

($5,010/teacher)

$114,900

($38,300/lab –

25 PCs)

Annual Ongoing Costs:

$7,000

None for next 3 years

$11,250

Support

 

 

 

Maintenance

 

 

$11,250

(75 PCs @ $150)

Training

 

 

 

Materials, disks

 

 

 

Up-front Cost per Student

$508.00

$62.93

$210.31

Ongoing Cost per Student

$28.00

$0

$9.37

(chart represents cost of costs for teaching Mathematics using Technology)

Obtaining reliable estimates of the cost of delivering instructional content via computer networks will require:

Development of a cost framework for estimating these costs. The cost framework should identify all cost elements, define each element, articulate the underlying assumptions, and have guidelines for addressing potential exceptions.
Establishment of pilot projects that represent different models for delivering instructional content via computer networks. Require each pilot project to use the cost framework and compile detailed cost data.
Costs Associated with the Development of Accessible Instructional Materials

The Access to Multimedia Technology by People with Sensory Disabilities (1998) report from the National Council on Disability (NCD) estimated that the cost of making a CD-ROM accessible is 2.0-2.5 percent of the total cost of development and production. An unknown is the cost, in terms of time and money, of textbook publishers and their developers learning how to make their products accessible. The same NCD report stated that once developers learn about accessibility issues, they are interested in making their products more accessible. In the past there was limited knowledge and information available on developing accessible products. This is no longer true. Accessibility of products and information has become a worldwide issue. There is no longer a shortage of information, tools, or professionals with expertise in the development of accessible information. Examples of specific media accessibility costs are as follows:

To produce an audio description of 60 minutes of video material would cost $3,300.
To produce captioning of 60 minutes of audio or video material would cost $1,000-$1,500.
To produce a 60-minute recording of printed material would cost $350 - $650 (based on a recording rate of 15-20 print pages/hour).

SUMMARY, CONCLUSIONS AND RECOMMENDATIONS

 

Costs of Using Computer Networks in the Schools

Nationwide, current investment in educational technology is estimated to exceed $5 billion a year, increasing to $9.2 billion in 2000. According to a 1995 McKinsey & Company study, achieving a 1:5 computer-student ratio would require tripling the 1.3 percent spent in 1994-95 to about 4 percent of the national education budget for kindergarten through 12th grade over a five to ten-year period. Equipping each student with an Internet connected computer would cost $145 billion with annual operating costs estimated to range from $0.06 to $11.28 billion.

 

Expenditures for computer and telecommunications equipment acquisition and maintenance in Texas school districts in 1997-98 varied greatly from less than $24,000 to a high of over $12 million dollars. Nearly one-quarter of the districts spent between $250,000 and $1 million, and 12 percent of the districts spent more than $1 million.

Conclusions

Estimating the cost of providing computers/laptops to all students in Texas public schools, extrapolating from estimates and actual data provided by several school districts can range from $5 to $10 billion. Equipping teachers can cost from $.3 to $.7 billion. These estimates do not include annual costs for support and maintenance or costs for upgrading computers, replacing or purchasing computers for new students.
Estimating the cost of delivering instructional content via computer networks from existing usage data will not yield reliable information at this time for several reasons. First, school districts define and account for cost elements in many different ways. Second, there are vast differences in the technology configurations used by school districts. Third, there are significant differences in the assumptions used by school districts and in the way they calculate costs.

Recommendations

Develop a cost framework for estimating these costs. The cost framework should identify all cost elements, define each element, articulate the underlying assumptions and configurations, and have guidelines for addressing potential exceptions.
Set up pilot projects that represent different models of the delivery of instructional content via computer networks. Require each pilot project to use the cost framework and compile detailed cost data.
Benefits and Impact of Using Computer Networks in the Schools
Technology Benefits
The use of technology has a wide range of benefits for teachers, students, and administrators. Introducing technology into the learning environment enhances teaching because it refreshes and energizes the teacher. Technology use makes learning more student-centered, encourages cooperative learning, and stimulates increased teacher-
student interaction. It can help teachers implement new and more effective instructional strategies, give more individualized attention to students, and focus more closely on teaching styles and learning styles. Technology allows teachers to broaden their instructional base by accessing and using multiple information sources. With testing embedded in electronic instructional materials, students can assess their progress frequently and teachers can tailor their instruction to students’ progress or to the needs of individual students. Being able to communicate via e-mail with peers in the school, in other schools in and out of the districts, statewide, nationwide and even worldwide provides teachers with a virtual community of peers, thereby lessening or eliminating feelings of professional isolation.
Technology can improve student learning and motivation, address students with different learning styles or special needs, and expose students to a wider world of information. Students who use technology in integrated environments develop higher order thinking skills, strong communication skills, personal responsibility, and competencies needed for the workplace.
Studies have shown that technology-rich environments demonstrate improved student achievement; higher test scores; improved student attitudes, enthusiasm and engagement; richer classroom content; and improved student retention and job placement rates. Students in technology-rich environments also develop the skills to explore and represent information dynamically and in many forms, become socially aware and more confident, communicate effectively about complex processes, become independent learners and self-starters, know their areas of expertise and share that expertise spontaneously. Similar benefits have been experienced by students in programs that provided laptop computers to students such as the Toshiba-Microsoft "Anytime Anywhere Learning."

Impact of Technology on Instruction, Student Performance, and Administration

The use of technology has an impact on instruction, student performance, and administration.
The integration of technology in instruction can have a profound impact on instruction. Technology can be used in traditional teacher-centered ways for drill and practice, to supplement teacher-controlled activities, or to support student-centered approaches to instruction with the teacher acting as a facilitator or coach. Teachers who are accomplished in the use of technology change their teaching style. They expect more of their students, are more comfortable with students working independently as self-directed learners, present more complex material and broaden their instructional base by accessing and using multiple information sources. Teachers become more student-centered by tailoring instruction to individual needs, and spend less time lecturing and more time overseeing small groups, and working one-on-one with students. Technology helps change the teacher-student relationship and the learning environment as a whole. Both parties become teachers and learners. Teaching is enhanced because the use of technology refreshes and energizes teachers. Learning is enhanced because students become more involved in the learning process.
Determining the impact of technology on students is associated with the goals of using technology in education. There is lack of agreement regarding the goals of using technology in education. A recent (1998) study indicates that the most agreed-upon goals include the preparation of students for the world of work, increasing students’ interest in learning, helping students acquire basic skills, providing access to more information, raising students’ scores on standardized tests, increasing individual attention to students, and improving the school climate.
Numerous studies on the impact of technology on learning and student performance drew mixed conclusions. However, educational technology has demonstrated a significant positive effect on achievement for all major subject areas in all grade levels and for both regular and special education. Students in technology enhanced environments had, on average, a 10 percentile point advantage over students using traditional materials alone; exhibited higher level cognitive skills and higher level thinking behaviors; developed new strategies for working with peers; were very motivated; and enjoyed and became more self-confident in their work.
A 1998 study of the performance of 4th and 8th grade Math students that avoided many of the methodological pitfalls of previous studies, clearly showed that 8th grade students whose teachers use computers for simulations and applications performed better on the National Assessment of Educational Progress (NAEP) than students whose teachers did not. Furthermore, 8th graders whose teachers used computers primarily for drill and practice (a type of use that is generally associated with lower-order thinking) performed worse. Similarly, among 4th graders, students whose teachers used computers primarily for learning games scored higher than students whose teachers did not. These students posted an achievement gain of about 15 percent of a grade level. In both grade levels, students whose teachers had professional development in computers outperformed students whose teachers did not. Eighth grade students whose teachers had professional development in computers performed more than a third of a grade level better than students whose teachers did not have technology-related professional development.
Educational technology is found to have a positive impact on students’ attitudes toward learning and self-concept. Using technology makes students feel more successful in school, more motivated to learn, and more self-confident. This was especially true when the technology allowed students to control their own learning.
The level of effectiveness of the technology is influenced by learning environment factors such as the specific student population, the software design, the teacher’s role, how students are grouped, and the degree of student access to the technology. Educators are integral to the effectiveness of technology. Educators are more effective after receiving extensive training in the integration of technology into the curriculum. Exemplary computer-using educators benefit from a social network of other computer-using educators at their school.
The use of technology to automate administrative tasks such as taking attendance, scheduling, grading and executing financial transactions in Texas school districts has a significant impact on teachers and administrators. For example, having timely attendance information has had a positive impact on discipline, improved attendance, and in some cases decreased the dropout rate. Computer-based student information systems have allowed district and campus administrators to analyze student information more in-depth, give teachers instant access to student’s performance information, and provide parents with more timely information about their child’s performance. Automating the financial functions and transactions has proven to be more cost-effective than handling these functions manually.
 

Conclusions

Technology use has had a significant positive impact, according to research data and practitioners, on teaching, student performance and behaviors, and on administration.
Since the use of technology is typically one among several inter-related variables, the precise contribution of technology cannot be easily isolated. Districts are searching for assessment methodologies and tools that will identify contributions and impact made by the use of technology.
The impact of technology on students is typically described in attitudinal and behavioral terms such as students’ excitement, eagerness to learn and take risks, greater attention to details, increased motivation, and preparedness for the world of work.
The administrative use of technology by teachers and school administrators is increasing. Technology is being used for taking attendance, grading, delivery of timely reports to parents, and executing financial transactions. The benefits associated with the administrative use include improved discipline, increased attendance, comprehensive and timely student performance information, and cost-effective financial transactions.

Recommendations

Identify, develop, and disseminate assessment methodologies and tools to determine the impact of technology and its contribution to student performance.
Explore, through methodologically sound pilot projects, the impact of technology use on instruction, student performance and behaviors, and campus and district administration.
 

Technology Infrastructure

Public schools throughout the United States and in Texas are in a process of transition with regard to technology. The transition process involves moving from primary stand-alone hardware to connectivity; from isolated skills-practice to cross-discipline technology integration, and from inadequate preparation of teachers to support for all teachers in the use and integration of technology in instruction. The transition has been fueled by the recognition that realizing the benefits of technology is dependent on giving teachers and students adequate access to equipment and connectivity, providing appropriate training and technical support to teachers in the use and integration of technology, and using technology effectively.

The pace of transition and technology infusion has accelerated in the past five years and is accelerating annually. In 1984 schools had one computer for 125 students. A decade later, in 1995, nearly all schools had computers and the national ratio of instructional computers to pupils (K-12) was 1:9. The statistical base for measuring computer-student ratio narrowed with the exclusion of all but multimedia computers in the measure. Over the past three years, the ratio of multimedia computers to students has decreased by about 40 percent annually from 1:35 in 1996 to 1:21 in 1997 and to 1:13 in 1998. Moreover, technology has moved down from the library and computer lab into the classroom. Seventy-five percent of the classrooms currently have one or more instructional computers and 44 percent of the classrooms have Internet connections.

Connectivity through LANs and WANs has also become increasingly common. Currently, about 80 percent of the schools have a LAN, as do 53 percent of the classrooms. Similarly, Internet access, available to 35 percent of the schools in 1994, doubled by 1997 to 70 percent and increased to 85 percent in 1998. At the classroom level, Internet connectivity grew from 3 percent in 1994 to 44 percent in 1998. Student access to the Internet increased 40 percent from 54 percent in 1994 to 90 percent in 1998.

Texas has kept pace with the national pace of technology infusion and slightly surpassed it in some areas. In one year, Texas decreased its multimedia computer-student ratio by 40 percent (similar to the national rate) from 1:20 in 1997 to 1:12 in 1998 compared with the current 1:13 U.S. ratio. Texas has a slightly higher computer-student ratio for computers in the classroom (1:18 versus 1:17 for the U.S.). A 1:5 or better computer-student ratio was reported by 31 percent of the districts for elementary schools, by 36 percent of the districts for middle schools, and by 45 percent of the districts for high schools. Furthermore, a larger percentage of the classrooms in Texas schools (78 percent) than nationally (75 percent) have at least one instructional computer. A recent Texas-based survey indicates that in 90 percent of the districts’ classrooms have one or more computers. Over 80 percent of Texas schools and 42 percent of the classrooms have Internet access. In 49 percent of the districts more than 75 percent of the elementary school classrooms have Internet access. In 52 percent of districts more than 75 percent of middle school classrooms have Internet access, and in 65 percent of the districts more than 75 percent of the high school classrooms have Internet access.

In spite of the rapid pace of technology infusion, the level of technology varies greatly from state to state and within states on all technology infusion variables. For example, in 1998, the multimedia computer-student ratio varies from a low of 1:9 in Kansas to a high of 1:21 in Utah. Similarly, the ratio of instructional computers to students in classrooms ranges from 1:9 in Alaska to 1:26 in Maryland. The variance among districts within states is also affected by the composition of the student population. Districts with a high percentage of minority and economically disadvantaged students (24 percent or more) have fewer technology resources.

A high degree of variance in the level of technology in districts, schools, and school levels is also evident in Texas. Overall, the completeness of the technology infrastructure is positively correlated with the school level. That is, the technology infrastructure is more complete at the high school level than at the middle school level and least complete at the elementary school level.

Conclusions

Texas has moved with the national pace of technology infusion into public schools and surpassed it slightly in some areas.
Technology infrastructure implementation varies widely in Texas schools, as it does in school districts throughout the United States.
Variance in the extent to which infrastructure has been implemented is also evident among campuses within a district and especially among campus levels: elementary schools, middle schools, and high schools.
Technology’s move from the computer lab and the library into the classroom has increased district and school recognition of the need for computers and connectivity at the classroom level.
Districts and campuses are in a transition mode regarding classroom connectivity. Districts and schools are in the process of equipping classrooms with an appropriate number of computers, especially computers that are connected to the Internet.
The near-term connectivity model toward which districts strive involves the classroom. The longer-term connectivity model involves each student.

Recommendations

Equip each classroom with an Internet connection and with multiple computers yielding a computer/student ratio that will allow each student "reasonable" access to a computer during classroom instruction.
Equip each teacher with a computer, preferably a laptop computer, so that it can be used at school and at home.
Consolidate the multiple reports that districts provide to the Texas Education Agency on their technology status into a single form with consistent definitions.

Technology Support

The infusion of technology into schools and classrooms has created a great demand for support. The traditional model of centralized support exclusively provided by district staff has proven inadequate. Nationally and in Texas campus-based support structures are emerging. Nationally, on-campus support is most commonly provided by a technology or computer coordinator. In 1996, 71 percent of the schools reported having a technology coordinator. The technology coordinator position in most schools is a part-time position and is associated with teaching and maintenance responsibilities, leaving fewer than four hours a week for support. Schools with the lowest percentage of poor students were 50 percent more likely than schools with the highest percentage of poor students to have a full-time technology coordinator.

The status of on-campus technology support in Texas schools resembles the national situation. Regardless of the school level, technology support is extremely limited. Elementary schools in nearly one-half of the districts, middle schools in 42 percent of the districts, and high schools in 38 percent of the districts have an on-campus support staff position that is less than .25 full time equivalent (FTE). A .50 FTE support staff was reported by 43 percent of the districts for elementary schools and by over 50 percent of the districts for middle and high schools.

The critical importance of technology support coupled with the dearth of on-campus support resources has resulted in the emergence of a wide range of support structures in Texas at both the district and campus levels. At the district level, more formal and expanded support structures are evolving. At the campus level, schools use a mix of strategies and a mix of personnel to provide support. Overall, three categories of support staff operate on campus: (1) staff whose exclusive responsibility is to provide support, (2) staff who divide their time between teaching and supporting technology, and (3) technology proficient staff who can provide technology support as needed.

Conclusions

The infusion of technology into schools and classrooms has created great demand for support.
The traditional model of support centralized at the district level has been rendered inadequate. Districts increasingly recognize the need for on-campus technology support staff.
Technology support needs fall into two distinct categories which require support staff: (1) hardware, software, Internet, and network management and (2) instructional strategies (technology integration).
The typical model of technology support currently in existence consists of a combination of district support staff and campus staff. Campus support staff typically provide support on a part-time basis. They are likely to be computer aides, teachers with technology experience who get a stipend to serve as first line, part-time, troubleshooters, or technology proficient teachers who help on an as-needed basis.
The increasing technology support demands on district and campus support personnel are leading to the reorganization, formalization, and expansion of support functions and support staff positions. Full-time technology support staff positions are emerging on campuses with a considerable infusion and broad usage of technology.

Recommendations

Investigate the effectiveness of different models of technical support, at the district and campus levels, and develop guidelines/prototypes for different categories of districts (i.e., small, medium, large).

The critical importance of technology support to the effective use of technology requires the allocation of more resources both at the district and campus levels to this function. The delivery of technology support can take different forms. Districts and campuses should construct or implement support delivery structures that best fit their needs.

 

Technology-Related Professional Development

Technology-related professional development, like technology support, is a critical link in using and making effective use of technology. Most teachers begin their professional career with limited or no experience in the use and integration of technology in instruction. Teacher preparation programs have been slow in integrating technology into their curriculum. Furthermore, technology training has been relegated a marginal role until recently. Most training was out of content, not oriented to skill building or to integration in instruction. Contrary to the business sector that spent over $2 billion in 1994 to train employees to use new technology, 80 percent of the districts spend less than 10 percent of their technology budget on training. Consequently, most teachers who use technology are self-taught and 50 percent of the teachers reported that they have little experience with technology.

The infusion of technology into schools and classrooms has energized and drastically changed the technology-related training scenario. Technology-related training has become a priority. Districts and schools have been providing a wide range of technology training to teachers and other staff, although training in more advanced technologies or in how to integrate technology into instruction has been less common. Some school districts and schools even offer incentives to teachers to participate in technology training. Currently, the vast majority of teachers, at all school levels, have had some technology-related training in the instructional use of computers.

In 1997, 15 percent of the teachers had nine or more hours of technology training. On average, teachers were offered 21 hours of technology training in 1998. The volume of technology training offered was associated with schools’ level of technology. Schools with more technology offered more training and teachers associated with such schools had more training hours. Multiple studies have shown that over one-half of the teachers who received technology-related training regard themselves as "comfortable with computers" although nearly as many indicated that they needed more training.

The need for technology-related professional development in Texas is acute. The need is acute because of the large infusion of technology and the considerable variance in the technology competencies of staff. The technology-related training scene in Texas school districts is highly active. Districts offer a wide range of technology-related training, including training in "content focused technology applications" that is offered by 70 percent of the districts. The increase in teachers’ technology competency levels has led to an increase in the number of technology integration training programs. In fact, several technology integration training models have emerged.

Thirty percent of the districts in Texas offer 11 or more training sessions and nearly one-half of the districts offer six or more sessions. Training is offered during the day, in the evenings, on Saturdays, and during the summer. Training is offered in the district’s offices or on campus. On-campus training has been proven to be most efficient and cost-effective. Training is offered by a wide range of providers including regional education service center, district, and campus staff.

Overall, Texas teachers receive more hours of technology-related training than teachers nationally (25 versus 21 hours) do. A larger percentage of Texas elementary school students than elementary school students nationally believe that their Math and Science teachers are "moderately well prepared" to teach using computers. However, two-thirds of the school districts in Texas indicate that the professional development they currently offer is not sufficient to meet the needs of their staff.

The type, method, and content of technology-related training is changing. Districts are moving away from piecemeal, isolated skills training to better organized and more comprehensive training programs that are responsive to staff needs and competency levels. While most districts do not have formal technology training requirements, specific proficiency requirements have emerged most typically in association with special projects such as the distribution of laptop computers to teachers and students. Some districts have conducted needs assessments and developed technology competency assessment tools for their staff, as a step toward the development of a technology-competency accountability system.

Conclusions

Technology-related professional development represents a critical area of need.
The level of technological competency of Texas teachers varies greatly within districts, campuses, and grade levels.
The infusion of technology gave impetus to the establishment of a large volume of technology-related professional development programs at the district and campus levels.
The content of technology-related professional development is expanding from addressing basic computer applications to addressing more advanced telecommunications technology (multimedia and the Internet) training and content-specific technology integration into instruction.
Technology-related professional development is offered at the regional, district, and campus levels by a myriad of providers in a myriad of formats (formal and informal), and times.
Districts are shifting to the development of models and training programs for the integration (not just addition) of technology into the curriculum and into daily instruction.
The structures used by districts to provide technology-related staff development are in the process of transition. District efforts are becoming more systematic, formal, and customized. Districts are defining and developing technological competency assessment tools for teachers, non-teaching staff, and students and tailoring the professional development programs to actual needs and proficiency gaps.
An increasing number of districts recognize the need for policies regarding the number of technology-related training hours teachers and students should have or the type of training in which they should participate.

The critical importance of technology-related professional development to the effective use of technology requires the allocation of more resources both at the district and campus levels to this function. The delivery of technology-related professional development can take different forms. Districts and campuses should construct or implement professional development delivery structures that best fit their needs.

Recommendations

Allocate more resources to technology related professional development at the district and campus levels.
Continue to construct or implement professional development delivery structures that best fit the needs of individual districts and campuses.

Technology Use and Integration – Electronic Delivery of Content

The use and integration of technology in instruction has faced a range of barriers such as lack of appropriate and sufficient technology in the classroom, limited training and support, technical and logistical problems that teachers cannot solve on their own, and the high costs of acquisition and maintenance. Greater barriers consist of the lack of understanding of the benefits that technology can offer to meet instructional goals; uncertainty whether technology can improve student performance; and lack of knowledge of how to select the most appropriate software, how to integrate it into the curriculum, and how technology can assist teachers in the administrative aspects of their jobs.

As recently as three years ago (1995), technology was primarily used as an add-on apart from the regular curriculum for basic skill exercises at the elementary level or to teach computer applications at the secondary level. Only a small percentage of classes attempted to integrate technology into learning: 19 percent of high school English classes, 6 to 7 percent of Math classes, and 3 percent of Social Studies classes in high school integrated technologies into learning. Fewer than 10 percent of new teachers and about 50 percent of experienced teachers in 1994 felt prepared to use computer applications, multimedia, and communications technologies in their teaching.

The infusion of technology into the school and classroom is dramatically changing the use of technology in instruction. Recent data (1998) have shown that in about one-half of the schools 50 percent or more of the teachers use a computer daily for planning or teaching. In 1996, nearly one-half of the 8th grade students had teachers who used computers to teach Math and Science. Teachers used computers in 8th grade Math primarily for drill-and-practice, learning games, and for simulations and applications. In Science, teachers used computers primarily for simulations and applications. The use of computers for simulations and applications has been associated with higher NAEP scores.

Computer use in instruction is more common in Texas schools than nationally. Recent data show that in more schools in Texas than nationally (52% versus 47%) at least one-half of the teachers use computers daily for planning and instruction.

Strategies associated with technology use and integration in Texas school districts range widely and can be divided into district-directed and teacher-directed. The strategies include the use of commercially developed technology integrated programs, use of technology certification programs, partnerships with area businesses for technology support, and incentives programs to encourage technology use and integration.

In one-third of the schools nationwide, 50 percent or more of the teachers use the Internet for instruction. Teachers in moderation use the Internet. The Internet is used for one or two hours a week by nearly one-quarter of the teachers who can access the Internet in their classroom. The Internet is used more often either as a source of information or for conducting research. Teacher Internet use for instruction is slightly lower in Texas than nationally: in 30 percent of the schools in Texas at least one-half of the teachers use the Internet for instruction.

In Texas, regular Internet use as part of classroom instruction by one-half or more of the teachers has been reported by 32 percent (elementary level) to 42 percent (high school level) of the district. Over one-half of the districts’ teachers use the Internet in classroom instruction at least once a week and 6 percent of the districts’ teachers use it daily. Students’ Internet use and frequency of use largely mirrors teachers’ use.

The infusion of technology has also increased the use of distance learning. School districts in Texas are active in building, upgrading, and expanding distance learning structures. Distance learning is used to expand the number and content of courses available to students, provide access to innovative resources that are not typically available to schools, and offer staff development. Districts and schools involved with distance learning partner with institutions of higher learning, regional education service centers, and businesses.

Conclusions

Technology usage in Texas public schools is increasing and technology integration is emerging. Data show that teachers and students use the Internet as part of regular classroom instruction and that the rate and frequency of usage are increasing. Daily use by teachers for classroom instruction is reported by 6 percent of districts and weekly use is reported by 54 percent of the districts. Daily use by students is reported by 4.4 percent of the districts and weekly use is reported by nearly one-half of the districts.
Technology integration models are being developed and used in school districts.
Teachers using technology are in transition from treating technology as an add-on to using it as an integral part of the curriculum.
A commonly accepted definition of technology integration has not been developed. Therefore, teachers are using their own definitions.
The use of commercially developed electronic instructional materials is currently confined to the computer lab. Use is expected to increase as connectivity at the classroom level and students’ access to computers in the classroom increases.
The delivery of instructional materials via computer networks (LANs and WANs) is expected to increase as connectivity at the classroom level, student access to computers, and teacher experience with the integration of technology increase.
Teachers recognize the benefits associated with electronically delivered materials. Teachers’ attitudes toward the use of electronically delivered materials is correlated with teachers’ level of comfort with technology, their ability to use and integrate technology in instruction, and the technology level in their classrooms.
Districts are increasing their distance learning offerings through collaboration among schools within a district, among districts, as well as with a wide range of academic institutions.
Equipping students and teachers with computers, typically laptop computers, is increasing. Laptop computers are usually provided to one or two grade levels. Both students and teachers are required to participate in a specially designed training program and teachers are required to demonstrate specific competencies.

Recommendations

Explore and develop effective technology-related professional development programs targeted toward integration of technology into instruction.
Develop a statewide definition of technology integration in instruction. Technology integration models can be evaluated more meaningfully if they are based on a common frame of reference.
Identify and develop, through pilot projects, a range of technology integration models for different content areas, grade levels, and levels of classroom/computer lab technology.
Disseminate best practices of technology integration.
Provide instructional content through computer networks including the Internet that can be accessed in the classroom through different technology configurations.
Disseminate best practices involving the delivery of instructional materials via computer networks.
Investigate the most cost-effective manner for providing teachers and students with portable computers.

Feasibility and Cost-Effectiveness of Developing Accessible Electronic Textbooks for Students with Disabilities

Texas school districts use technology for students with disabilities, ESL students, and at-risk students.

Districts use a wide range of assistive technology for students with disabilities. Some districts have assistive technology teams that assess technology needs, modify and install assistive hardware and software, and train teachers, students, and parents. Special education teachers in some districts enhance their knowledge about adaptive technologies and the latest research by accessing the Internet and participating in chat rooms with peers.

Electronic textbooks and ancillaries are becoming available in a multiplicity of media including interactive media. However, they are also becoming less accessible and usable by students with disabilities. As textbooks move away from a paper delivery medium they become more difficult to produce in braille, large print, and audiotape. Texas is again leading the way in laying the groundwork for ensuring that new electronic textbooks will be usable by all students, including those with disabilities. The Texas Education Agency is investigating the use of networks in schools and pursuing pilot projects to develop accessible textbooks. It is entirely feasible that within the next six years, all new electronic textbooks in Texas classrooms will be accessible and usable by all students.

Districts use similar strategies with ESL students and teachers. Districts use technology also with at-risk populations.

Conclusions

The infusion of schools with technology has had an impact on the Special education area. Schools provide a wide range of assistive technology to students with disabilities, offer special content and online modified tests, and train teachers, students and parents in the use of technology.
The accessibility of an electronic textbook depends upon the design of the electronic textbook. The Texas Education Agency report to the 74th Legislature entitled Accessibility of Information in Electronic Textbooks for Students who are Blind or Visually Impaired detailed the requirements for constructing an accessible electronic textbook. At that time, there was limited knowledge and information about developing accessible electronic textbooks. This is no longer true. Accessibility of products and information has become a worldwide issue. There is no shortage of information, tools, techniques, or professionals with expertise in development of information necessary to produce most electronic textbooks in an accessible format.
Ensuring that the electronic textbooks likely to be adopted in the future are designed and developed to be accessible by students in the most logical and cost-effective manner requires collaboration among textbook publishers, media accessibility developers, software and hardware developers, teachers of students with disabilities, consumer advocates, Internet and online service providers, and state government.
Providing accessible electronic textbooks to schools benefits all students including students with disabilities. For example, on-screen information that is spoken not only helps visually impaired, reading disabled, dyslexic, and other students with disabilities, but also students who are bilingual, have limited English proficiency, or those who learn better by receiving multi-modal (auditory and visual) input. Keyboard control and navigation, in addition to mouse control and navigation of instructional materials, helps students who cannot use a mouse because of a visual disability, a motoric disability, poor eye-hand coordination, or temporary injury. Video materials that are closed-captioned or that have descriptive audio tracks also provide multi-sensory input, enhancing comprehension.
When accessibility is designed into the textbook itself, learning activities can be customized, not just for students with disabilities, but for all students. Thus, the learning benefits accrue not just to those who most urgently need these accommodations but to mainstream learners as well.

Recommendations

Authorize and fund the establishment of an advisory committee of instructional designers, textbook publishers, accessibility experts, disability specific educators, and regular educators to develop guidelines and recommendations for designing accessible, meaningful, and understandable interactive electronic instructional materials including simulations.
Fund a thorough study of the financial implications of developing accessible electronic textbooks.
Authorize and fund the establishment of two demonstration projects to develop two interactive electronic textbooks. These should be:
A directly accessible CD-ROM-based textbook that students with disabilities could use without assistive devices.
An interactive accessible Internet-based or Intranet-based textbook that students with disabilities could use without assistive devices.
An advisory committee should monitor the progress of the demonstration projects and provide feedback to the Texas Education Agency.
Require that beginning with year 2003 (Proclamation 2001) all CD-ROM textbooks or materials adopted by the State Board of Education comply with the basic accessibility requirements on pages 88-89 of this report approved by the Texas Education Agency.
Require that beginning with year 2003 (Proclamation 2001) all Internet-based or Intranet-based textbooks adopted by the State Board of Education comply with the accessibility guidelines of the World Wide Web Consortium.
Require that all materials purchased by Texas public schools for preparing students to take standardized and college entrance examinations be accessible to students with disabilities.