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Sistema Universitario Ana G. Méndez, Inc.
School for Professional Studies
Florida Campuses
Universidad del Este, Universidad Metropolitana, and Universidad del Turabo
OTEM 416
ELECTRONIC DOCUMENT MANAGEMENT
ADMINISTRACION DE DOCUMENTOS ELECTRONICOS
© Sistema Universitario Ana G. Méndez, Inc. 2010
Derechos Reservados
© Ana G. Méndez University System, Inc. 2010
All rights reserved
Non-Education Courses
October 19, 2011.
OTEM 416 Document Management System (DMS) 2
Updated 10/28/2011
Please include all applicable information below:
Prepared based on the course syllabus (2008) of the School of Business Administration,
with the collaboration of:
Fernando Wilches, Ms., Module Development Specialist
Minette Elias, Content Evaluator
Luis L. Díaz, English Language Specialist
Bárbaro Forteza, Spanish Language Specialist
Joe Hernández, Curriculum and Instructional Design
OTEM 416 Document Management System (DMS) 3
Updated 10/28/2011
TABLA DE CONTENIDO/TABLE OF CONTENTS
Página/Page
GUÍA DE ESTUDIO..................................................................................................................... 4
STUDY GUIDE ........................................................................................................................... 15
TALLER UNO ............................................................................................................................ 25
WORKSHOP TWO .................................................................................................................... 32
TALLER TRES ........................................................................................................................... 38
WORKSHOP FOUR .................................................................................................................. 44
TALLER CINCO/WORKSHOP FIVE .................................................................................... 49
APPENDIX A NATIONAL PROFICIENCY LEVELS FOR DIFFERENTIATED
INSTRUCTION .......................................................................................................................... 56
APPENDIX B THE WRITING PROCESS 6-TRAITS WRITING RUBRIC ...................... 61
APÉNDICE C/APPENDIX C REFLECTIVE JOURNAL .................................................... 69
APÉNDICE D/APPENDIX D MATRIZ DE VALORACIÓN PARA LA
PARTICIPACIÓN EN CLASE/CLASS PARTICIPATION RUBRIC ................................. 72
APÉNDICE E/APPENDIX E MATRIZ VALORATIVA EVALUACIÓN DE
PRESENTACIONES ORALES ................................................................................................ 75
APÉNDICE F/APPENDIX F GRÁFICA KWL/ KWL CHART ........................................... 78
OTEM 416 Document Management System (DMS) 4
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GUÍA DE ESTUDIO
Título del Curso: Administración de Documentos Electrónicos (EDMS)
Codificación: OTEM 416
Créditos: Tres
Duración: 5 Semanas
Prerrequisito: OTEM 405
Descripción: El curso de Administración de Documentos Electrónicos (EDMS) define y
simplifica los principios presentes en la ingeniería y administración de documentos.
Permite establecer los métodos y técnicas para la planificación, edificación y
mantenimiento del sistema automatizado (EDMS) para un rápido y eficiente
almacenamiento y recuperación de documentos y formas.
Objetivos de Contenido Generales
Al finalizar el curso OTEM 416, los estudiantes:
1. Entenderán las metas y usos de la gerencia e ingeniería de documentos.
2. Comprenderán la importancia del avalúo experto del riesgo, el costo y el
beneficio de la creación de un sistema comprensivo de administración de
documentos.
3. Identificarán el ciclo de vida de la ingeniería de documentos y el marco para
el lanzamiento de las aplicaciones para su administración.
4. Identificarán la disponibilidad de programas relacionados con la administración
de documentos.
5. Describirán métodos para evaluar su funcionalidad y detalles de operación.
Objetivos de Lenguaje Generales
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a. Escuchar: Los estudiantes escucharán atentamente los conceptos, funciones y
material discutido en el curso relacionado a la Administración de Documentos
Electrónicos (EDMS).
b. Hablar: Los estudiantes verbalmente discutirán el material relacionado con las
funciones avanzadas en la Administración de Documentos Electrónicos (EDMS).
c. Leer: Los estudiantes leerán artículos, textos y otros documentos relacionados
con la Administración de Documentos Electrónicos (EDMS) interpretando su
significado con exactitud.
d. Escribir: Los estudiantes escribirán sin errores gramaticales, sus logros, dudas y
comentarios sobre la Administración de Documentos Electrónicos (EDMS) en su
portafolio personal..
Requisitos del Laboratorio de Lenguaje o Laboratorio Electrónico: (Tell Me More,
Net Tutor, Wimba Voice, Biblioteca Virtual y Voice E-mail.)
Requisitos Mínimos de Laboratorio de Lenguaje: Los estudiantes deben
demostrar que ellos han cumplido con 10 horas de uso en el laboratorio de
lenguaje (inglés y español) por curso. Esto iguala al uso del laboratorio de
lenguaje por dos horas semanales para cada lenguaje por curso. El facilitador
podría requerir más horas de práctica basado en las necesidades para las destrezas
auditivas, orales, de lectura y escritura en cualquiera de los lenguajes
mencionados. El total de horas de práctica el laboratorio de lenguaje o e-lab
deben de estar integradas en la sección de actividades del módulo.
Descripción del Proceso de Evaluación:
Trabajos Individuales, Grupales y Presentaciones Orales 100 puntos
Test 100 puntos
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Participación, Asistencia, y uso de Laboratorio Electrónico (5)
20 puntos (c/u)
100 puntos
Materiales Creados (20 puntos), participación en Blackboard
(20 puntos) y Portafolio (60 puntos)
100 puntos
Total Puntuación = 400 puntos
Escala:
100-90 A 89-80 B 79-70 C 69-60 D 59-00 F
Requisitos de APA (versión 6) para citar los Textos a Usarse en el Módulo
Para los Textos Recomendados y Recursos utilice el estilo APA, (6ª. Ed.). Incluya al
menos un libro electrónico de la Biblioteca Virtual http://bibliotecavirtualut.suagm.edu/
La fecha de publicación de un libro no deberá ser mayor de 5 años según lo exige la
Comisión de Educación Independiente de la Florida.
Libro(s)
Adam, A. (2008). Implementing electronic document and record management
systems.Boca Raton: Auerbach Publications. $88.45
Cameron, S. A. (2011). Enterprise Content Management: A Business and Technical
Guide.Swindon: British Informatics Society. $80.95
Roebuck, K. (2011). Web Content Management Systems (Wcms): High-Impact
OTEM 416 Document Management System (DMS) 7
Updated 10/28/2011
Strategies - What You Need to Know: Definitions, Adoptions, Impact,
Benefits, Maturity, Vendors. London ; Tebbo. $58.00
Saffady, W., & Association of Records Managers and Administrators. (2009).
Managing electronic records. Lenexa, Kan: ARMA International. $80.00
documentos: -Hill/Interamericana.
$60.00
AIIM International: The Enterprise Content Management Association. 2006. Revised
Framework for Integration of electronic Document Management Systems and
Management Systems. Thomson Publishing.
Correa, Carmen M. Días-Colón, Abigaíl. 2004. Administración de
Documentos: Sistemas, procedimientos y tecnología. México: McGraw-Hill
Interamericana.
Libro(s) Electrónico(s)
Adam, A. (2008). Implementing electronic document and record management
systems. Boca Raton: Auerbach Publications. [Electronic Book]
Cameron, S. A. (2011). Enterprise Content Management: A Business and Technical
Guide.Swindon: British Informatics Society. [Electronic Book]
OTEM 416 Document Management System (DMS) 8
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Descripción de las Normas del Curso
1. Est u s s gu l m d l “ s pl n -B s d u l L ngu g Imm s n d l®”
del Sistema Universitario Ana G. Méndez, Inc. el cual está diseñado para promover
el desarrollo de cada estudiante como un profesional bilingüe. Cada taller será
facilitado en inglés y español, utilizando el modelo 50/50. Esto significa que cada
taller deberá ser conducido enteramente en el lenguaje especificado. Los lenguajes
serán alternados en cada taller para asegurar que el curso se ofrezca 50% en inglés y
50% en español. Para mantener un balance, el módulo debe especificar que se
utilizarán ambos idiomas en el quinto taller, dividiendo el tiempo y las actividades
equitativamente entre ambos idiomas. Las primeras dos horas son estrictamente en
español y las últimas dos en inglés. Los cursos de idiomas deben ser desarrollados
en el idioma correspondiente, en inglés o en español, según aplique.
2. El curso es conducido en formato acelerado y bilingüe, esto requiere que los
estudiantes sean sumamente organizados, enfocados y que se preparen antes de cada
taller de acuerdo al módulo. El estudiante debe hacer todo esfuerzo para desarrollar
las destrezas en los dos idiomas usando los recursos de lenguaje disponibles dentro y
fuera de la institución. El convertirse en un profesional bilingüe es un proceso
complejo y exigente. Cada taller requiere un promedio de diez (10) horas de
preparación y en ocasiones requiere más para poder tener éxito lingüístico y
académico.
3. La asistencia a todos los talleres es obligatoria. El estudiante que se ausente al taller
deberá presentar una excusa razonable al facilitador. El facilitador evaluará si la
ausencia es justificada y decidirá como el estudiante repondrá el trabajo perdido, de
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ser necesario. El facilitador puede elegir una de estas dos alternativas: (a) permitirle al
estudiante reponer el trabajo o (b) asignarle trabajo adicional además del trabajo que
el estudiante tenga que reponer.
Toda tarea a ser completada antes del taller deberá ser entregada en la fecha asignada.
El facilitador ajustará la nota de las tareas repuestas.
4. Si un estudiante se ausenta a más de un taller el facilitador tendrá las siguientes
opciones:
a. Si es a dos talleres, el facilitador reducirá la nota existente en un grado.
b. Si el estudiante se ausenta a tres talleres, el facilitador reducirá la nota
existente en dos grados.
5. La asistencia y participación en actividades de la clase y en presentaciones orales es
extremadamente importante pues éstas no se pueden reponer. Si el estudiante provee
una excusa válida y verificable, el facilitador determinará una actividad equivalente a
evaluar que sustituya la misma. Esta actividad deberá incluir el mismo contenido y
componentes del lenguaje como la presentación oral o actividad que requiera
repuesta.
6. En actividades grupales, el grupo será evaluado por su trabajo final. Sin embargo,
cada miembro de grupo deberá participar y cooperar para lograr un trabajo de
excelencia. Los estudiantes también recibirán una calificación individual.
7. Se espera que todo trabajo escrito sea de la autoría de cada estudiante y no plagiado.
Se requiere que todo trabajo sometido al facilitador cumpla con las reglas para citar
apropiadamente o que esté parafraseado y citado dando crédito al autor. Todo
estudiante debe ser el autor de su propio trabajo. Todo trabajo que sea plagiado,
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copiado o presente trazos del trabajo de otro estudiante o autor será calificado con
cero. El servicio de SafeAssign TM
de Blackboard será utilizado por los facilitadores
para verificar la autoría de los trabajos escritos de los estudiantes. Es responsabilidad
del estudiante de leer la política de plagio de su universidad. Si usted es estudiante de
UT, deberá leer la Sección 11.1 del Manual del Estudiante. Si es estudiante de
UMET y UT, refiérase al Capítulo 13, secciones 36 y 36.1 de los respectivos
manuales.
Se espera un comportamiento ético en todas las actividades del curso. Esto implica
que TODOS los trabajos tienen que ser originales y que para toda referencia utilizada
deberá indicarse la fuente, bien sea mediante citas o bibliografía utilizando el estilo
APA, versión 6. No se tolerará el plagio y, en caso de que se detecte casos del mismo,
el estudiante se expone a recibir cero en el trabajo y a ser referido al Comité de
Disciplina de la institución. Los estudiantes deben observar aquellas prácticas
dirigidas para evitar incurrir en el plagio de documentos y trabajos pues va en contra
de la ética profesional.
8. Para el facilitador poder hacer cambios a las actividades del módulo o guía de
estudio, deberá ser aprobado por el Director de Facultad y Currículo antes de la
primera clase. Es requisito que el facilitador discuta y entregue una copia de los
cambios a los estudiantes al principio del primer taller.
9. El facilitador establecerá los medios para contactar a los estudiantes proveyendo su
correo electrónico de SUAGM, teléfonos, día y horario disponibles.
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10. El uso de celulares está prohibido durante las sesiones de clase; de haber una
necesidad, deberá permanecer en vibración o en silencio.
11. La visita de niños y parientes no registrados en el curso no está permitida en el salón
de clases.
12. Todo estudiante está sujeto a las políticas y normas de conducta y comportamiento
que rigen al SUAGM, al curso y a un adulto profesional.
Nota: Si por alguna razón no puede acceder las direcciones electrónicas ofrecidas en el
módulo, notifique al facilitador pero no se limite a ellas. Existen otros motores de
búsqueda y sitios Web que podrá utilizar para la búsqueda de la información deseada.
Algunas de éstos son:
www.google.com
www.ask.com
www.pregunta.com
www.findarticles.com
www.bibliotecavirtualut.suagm.edu
www.eric.ed.gov/
www.flelibrary.org/
http://www.apastyle.org/
Para comprar o alquilar libros de texto o referencias nuevas o usadas puede visitar:
http://www.chegg.com/ (alquiler)
http://www.bookswim.com/ (alquiler)
http://www.allbookstores.com/ (compra)
http://www.alibris.com/ (compra)
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Éstos son sólo algunas de las muchas compañías donde puede comprar o alquilar libros.
El facilitador puede realizar cambios a las direcciones electrónicas y/o añadir otras de
índole profesional y que contengan las investigaciones más recientes del tópico del
módulo, de ser necesario.
CUMPLIMIENTO DE LA LEY DE INVESTIGACIÓN:
Si el facilitador o el estudiante requiriera o deseara llevar a cabo una investigación
o la administración de cuestionarios o entrevistas, éstos deberán referirse a las
normas y procedimientos de la Oficina de Cumplimiento y solicitar su autorización.
Para acceder a los formularios de la Oficina de Cumplimiento pueden visitar este
enlace:
http://www.suagm.edu/ac_aa_re_ofi_formularios.asp y seleccionar los formularios
que necesite. Además de los formularios el estudiante/facilitador puede encontrar
las instrucciones para la certificación de investigación en línea. Estas certificaciones
incluyen: Institutional Review Board (IRB), Health Information Portability and
Accountability Act (HIPAA), y Responsibility Conduct for Research Act (RCR).
De tener alguna duda, favor de comunicarse con las Coordinadoras Institucionales o a la
Oficina de Cumplimiento a los siguientes teléfonos:
Sra. Evelyn Rivera Sobrado, Directora Oficina de Cumplimiento
Tel. (787) 751-0178 Ext. 7196
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Srta. Carmen Crespo, Coordinadora Institucional Cumplimiento – UMET
Tel. (787) 766-1717 Ext. 6366
Sra. Josefina Melgar, Coordinadora Institucional Cumplimiento – Turabo
Tel. (787) 743-7979 Ext.4126
Dra. Rebecca Cherry, Coordinadora Institucional Cumplimiento - UNE
Tel. (787) 257-7373 Ext. 3936
Filosofía y Metodología Educativa
Este curso está basado en la filosofía educativa del Constructivismo. El Constructivismo
es una filosofía de aprendizaje fundamentada en la premisa, de que, reflexionando a
través de nuestras experiencias, podemos construir nuestro propio entendimiento sobre el
mundo en el que vivimos.
Cada uno de nosotros genera sus p p s “ gl s “y “modelos mentales” qu ut l m s
para darle sentido a nuestras experiencias. Aprender, por lo tanto, es simplemente el
proceso de ajustar nuestros modelos mentales para poder entender nuevas experiencias.
Como facilitadores, nuestro enfoque es el de mantener una conexión entre los hechos con
las experiencias y fomentar un nuevo entendimiento en los estudiantes. También,
intentamos adaptar nuestras estrategias de enseñanza a las respuestas de nuestros
estudiantes y motivar a los mismos a analizar, interpretar, predecir información y
aplicarla a la vida diaria.
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PRINCIPIOS DEL CONSTRUCTIVISMO:
1. El aprendizaje es una búsqueda de significados. Por lo tanto, el aprendizaje debe
comenzar con situaciones en las cuales los estudiantes estén buscando activamente
construir un significado.
2. P nst u “un significado” s qu mp nd t d s l s p t s gl b l s y
sp f s “f m h l t p ts” mb s p t s d b n ntenderse en el contexto del
todo. Por lo tanto, el proceso de aprendizaje se enfoca en los conceptos primarios en
contexto y no en hechos aislados.
3. Para enseñar bien, debemos entender los modelos mentales que los estudiantes utilizan
para percibir el mundo y las presunciones que ellos hacen para apoyar dichos modelos.
4. El propósito del aprendizaje, es para un individuo, el construir su propio significado, y no
sól l d m m l s spu st s “ t s” y p t l s gn f d d t p s n
Como la educación es intrínsecamente interdisciplinaria, la única forma válida para
asegurar el aprendizaje es hacer de la evaluación parte esencial de dicho proceso,
asegurando que el mismo provea a los estudiantes con la información sobre la calidad de
su aprendizaje.
5. La evaluación debe servir como una herramienta de auto-análisis.
6. Proveer herramientas y ambientes que ayuden a los estudiantes a interpretar las múltiples
perspectivas que existen en el mundo.
7. El aprendizaje debe ser controlado internamente y analizado por el estudiante.
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STUDY GUIDE
Course Title: ELECTRONIC DOCUMENT MANAGEMENT
Code: OTEM 416
Credits: Three
Time Length: Five Weeks
Pre-requisite: OTEM 405
Description: The course of Electronic Document Management defines and simplifies the
principles found in engineering and document management. Allow to set the methods and
techniques for planning, building and maintenance of automated system (EDMS) for a
fast and efficient storage and retrieval of documents and forms.
General Content Objectives:
At the end of the course, students will be able to:
1. Understand the goals and purposes of management and document engineering.
2. Understand the importance of expert assessment of risk, cost and benefit of creating a
comprehensive document management system.
3. Identify the life cycle of document engineering and framework to launch applications
for its administration.
4. Identify the availability of programs related to document management.
5. Describe methods to evaluate its functionality and operation details
General Language Objectives:
1. Listening: Students will carefully listen to course concepts, functions and material
related to Electronic Document Management
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2. Speaking: Students will verbally discuss the material related to advanced functions of
Electronic Document Management.
3. Reading: Students will carefully read articles, textbooks and other documents related to
Electronic Document Management, interpreting its correct meaning.
4. Writing: Students will write, without grammatical errors, their achievements, concerns and
comments on Electronic Document Management in their personal portfolio (see Portfolio
Handbook)
E-Lab (Language Lab) Requirements (Tell Me More, Net Tutor, Wimba Voice, Virtual
Library, & Voice E-mail.)
Language Lab Minimum Requirement: Students must demonstrate that they have
complied with 10 hours of language lab or e-lab usage for each language (English and
Spanish) per course. This equates to the use of the language lab or e-lab for two
hours weekly for each language per course. The facilitator may require a higher
number of hours for language lab practice based on the language needs for listening,
speaking, reading, and writing skills in either or both languages. The total amount of
language lab or e-lab hours is integrated in the activities for each workshop in
the module.
Description of the Evaluation Process:
Evaluation
Individual Assignments, Oral Presentations and Group
Activities
100 points
Exam 100 points
Participation, Attendance, and electronic lab use (5) 20 points
(e/a)
100 points
Created Materials (20 points), Blackboard participation (20 100 points
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points) y Portfolio (60 points)
Total = 400 points
Evaluation curve
100-90% A 89-80% B 79-70% C 69-60% D 59-00% F
Requirements for the Use of APA (Version 6) for Citations of Textbooks
For Recommended Texts and Resources, Use APA style version 6. Include at least ONE
e-book from the Virtual Library at http://bibliotecavirtualut.suagm.edu/
Textbooks must have a publication date of 5 years as required by the Florida
Commission of Independent Learning.
Book(s)
Adam, A. (2008). Implementing electronic document and record management
systems.Boca Raton: Auerbach Publications. $88.45
Cameron, S. A. (2011). Enterprise Content Management: A Business and Technical
Guide.Swindon: British Informatics Society. $80.95
Roebuck, K. (2011). Web Content Management Systems (Wcms): High-Impact
Strategies - What You Need to Know: Definitions, Adoptions, Impact,
Benefits, Maturity, Vendors. London ; Tebbo. $58.00
OTEM 416 Document Management System (DMS) 18
Updated 10/28/2011
Saffady, W., & Association of Records Managers and Administrators. (2009).
Managing electronic records. Lenexa, Kan: ARMA International. $80.00
. -
Hill/Interamericana. $60.00
AIIM International: The Enterprise Content Management Association. 2006. Revised
Framework for Integration of electronic Document Management Systems and
Management Systems. Thomson Publishing.
E-Book (s)
Adam, A. (2008). Implementing electronic document and record management
systems. Boca Raton: Auerbach Publications. [Electronic Book]
Cameron, S. A. (2011). Enterprise Content Management: A Business and Technical
Guide.Swindon: British Informatics Society. [Electronic Book]
Description of Course Policies
1. This course follows the Sistema Universitario Ana G. Méndez, Inc. Discipline-Based
Dual Language Immersion Model® designed to promote each student’s d v l pm nt s
a Dual Language Professional. Workshops will be facilitated in either English or
Spanish, strictly using the 50/50 model. This means that each workshop will be
conducted entirely in the language specified for the workshop. The language used in
each workshop needs to be alternated to insure that 50% of the course is conducted in
OTEM 416 Document Management System (DMS) 19
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English and 50% in Spanish. To maintain this balance, the course module will indicate
that both languages must be used during the fifth workshop, dividing the workshop
activities between the two languages. The first two hours will be in Spanish and the
last two hours in English. The 50/50 model does not apply to language courses where
the delivery of instruction must be conducted in the language taught (Spanish or English
only).
2. The course is conducted in an accelerated and dual language format. This requires that
students prepare in advance for each workshop according to the course module. Students
must be structured, organized, committed, and focused to ensure linguistic and academic
success. In order to achieve proficiency expectations in English and in Spanish, the
student must strive to take advantage of all language resources in the university and in
their community since becoming a dual language professional is a complex and
challenging task. Each workshop requires an average of ten hours of preparation, but
could require more.
3. Attendance to all class sessions is mandatory. A student who is absent to a workshop
must present a reasonable excuse to the facilitator who in turn will evaluate the reason for
the absence. If it is justified, the facilitator will decide how the student will make up the
missing work, if applicable. The facilitator will decide on the following: allow the student
to make up the work, or allow the student to make up the work and assign extra work to
compensate for the missing class time.
Assignments required prior to the workshop must be completed and turned in on the
assigned date. The facilitator may decide to adjust the grade given for late assignments
and/or make-up work.
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4. If a student is absent to more than one workshop, the facilitator will have the
following options:
a. If a student misses two workshops, the facilitator may lower one grade level
based on the student’s existing grade.
b. If the student misses three workshops, the facilitator may lower two grade
levels based on the student’s existing grade.
5. Student attendance and participation in oral presentations and special class activities are
extremely important as it is not possible to assure that they can be made up. If the student
provides a valid and verifiable excuse, the facilitator may determine a substitute
evaluation activity if he/she understands that an equivalent activity is possible. This
activity must include the same content and language components as the oral presentation
or special activity that was missed.
6. In cooperative learning activities, the group will be assessed for their final work as a
group. However, each member will have to collaborate to assure the success of the group.
Students will also receive an individual grade for their work.
7. It is expected that all written work will be solely that of the student and should not be
plagiarized. That is, the student must be the author of all work submitted. All quoted or
paraphrased material must be properly cited, with credit given to its author or publisher.
It should be noted that plagiarized writings are easily detectable and students should not
risk losing credit for material that is clearly not their own. SafeAssignTM
, a Blackboard
plagiarism deterrent service, will be used by the facilitators to verify students’
ownership of written assignments. It s th stud nt’s sp ns b l ty t d th
un v s ty’s pl g sm p l y If y u UT stud nt d Section 11.1 of the Student
OTEM 416 Document Management System (DMS) 21
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Manual, and if you belong to UMET or UNE, refer to Chapter 13, Sections 36 and 36.1
of the respective manuals.
Ethical behavior is expected from the students in all course related activities. This means
that ALL papers submitted by the student must be original work, and that all references
used will be properly cited or mentioned in the bibliography. Plagiarism will not be
tolerated and, in case of detecting an incidence, the student will obtain a zero in the
assignment or activity and could be referred to the Discipline Committee.
8. In order for the Facilitator to make changes to activities and the study guide, the Faculty
and Curriculum Director must approve such changes before the first day of class. The
Facilitator must discuss the approved changes with students in the first class workshop. A
written copy of the changes must also be provided to students at the beginning of the first
workshop.
9. The facilitator will establish a means of contacting students by providing the SUAGM e-
mail address, phone number, hours to be contacted, and days available.
10. The use of cellular phones is prohibited during sessions; if there is a need to have one, it
must be on vibrate or silent mode during class session.
11. Children or family members that are not registered in the course are not allowed to the
classrooms.
12. All students are subject to the policies regarding behavior at the university community
established by the institution, and in this course.
Note: If for any reason you cannot access th URL’s p s nt d n th m dul n t fy th
facilitator immediately but do not stop your investigation. There are many search engines
and other links you can use to search for information. These are some examples:
OTEM 416 Document Management System (DMS) 22
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www.google.com
www.ask.com
www.pregunta.com
www.findarticles.com
www.bibliotecavirtualut.suagm.edu
www.eric.ed.gov/
www.flelibrary.org/
http://www.apastyle.org/
To buy or rent new or used textbooks or references you can visit:
http://www.chegg.com/ (rent)
http://www.bookswim.com/ (rent)
http://www.allbookstores.com/ (buy)
http://www.alibris.com/ (buy)
The facilitator may make changes or add additional challenging, research-based, and
professional educational Web Resources, if deemed necessary to reflect current trends in
the course topics.
RESEARCH LAW COMPLIANCE REQUIREMENT:
If the facilitator or the student is required, or wants to perform a research, or needs
to administer a questionnaire or an interview individuals, he/she must comply with
the norms and procedures of the Institutional Review Board Office (IRB) and ask
for authorization. To access the forms from the IRB Office or for additional
information, visit the following link:
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http://www.suagm.edu/ac_aa_re_ofi_formularios.asp and select the forms needed.
Furthermore, in this Web site the student/facilitator will find instructions for
several online certifications related to IRB processes. These certifications include:
IRB Institutional Review Board, Health Information Portability and Accountability
Act (HIPAA), and the Responsibility Conduct for Research Act (RCR).
If you have any questions, please contact the following institutional coordinators:
Mrs. Evelyn Rivera Sobrado, Director of IRB Office (PR)
Tel. (787) 751-0178 Ext. 7196
Miss. Carmen Crespo, IRB Institutional Coordinator– UMET
Tel. (787) 766-1717 Ext. 6366
Sra. Josefina Melgar, IRB Institutional Coordinator – Turabo
Tel. (787) 743-7979 Ext.4126
Rebecca Cherry, Ph.D., IRB Institutional Coordinator - UNE
Tel. (787) 257-7373 Ext. 3936
Teaching Philosophy and Methodology
The activities for the course reflect the educational philosophy of Constructivism.
Constructivism is an educational philosophy founded on the premise that, by reflecting
on our experiences, we construct our own understanding of the world in which we live.
E h f us g n t s u n “ ul s” nd “m nt l m d ls ” h h us t m k s ns
of our experiences. Learning, therefore, is simply the process of adjusting our mental
models to accommodate new experiences.
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One of the main goals facilitators have is assisting students in making connections
between their prior knowledge of facts, and fostering new understanding that is relevant
to real live experiences. We will also attempt to tailor our teaching strategies to student
responses and encourage students to analyze, interpret, and predict information.
CONSTRUCTIVISM GUIDING PRINCIPLES:
1. Learning is a search for meaning. Therefore, learning must start with the issues around
which students are actively trying to construct meaning.
2. n ng qu s und st nd ng “ h l s” s ll s “p ts” Th “p ts” must b
und st d n th nt t f “ h l s” Th f th l n ng p ss f us s n
primary concepts, not isolated facts.
3. In order to teach well, we must understand the mental models that students use to
perceive the world, and the assumptions they make to support those models.
4. The purpose of learning is for an individual to construct his or her own meaning, not just
memorize the "right" answers and regurgitate someone else's meaning. Since education is
inherently interdisciplinary, the only valuable way to measure learning is to make
assessment part of the learning process, thus ensuring that it provides students with
information on the quality of their learning.
5. Evaluation should serve as a self-analysis tool.
6. Provide tools and environments that help learners interpret the multiple perspectives of
the world.
7. Learning should be internally controlled and mediated by the learner.
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TALLER UNO
Objetivos específicos de contenido:
Los estudiantes serán capaces de:
1. Definir administración de documentos electrónicos y otros términos relacionados
2. Analizar la necesidad de replantear un nuevo modelo de administración de
documentos
3. Describir el papel que debe desempeñar la persona encargada de administrar
los documentos en el contexto de los archivos electrónicos
4. Preparar los requisitos que debe tener la persona que maneja los archivos
electrónicos
Objetivos específicos de lenguaje:
Los estudiantes serán capaces de:
1. Escuchar: escuchar atentamente lo que el facilitador y compañeros de clase
presenten, discutan o lean para lograr comprender y recordar lo más significativo.
2. Hablar: Expresarse claramente durante conversaciones en clase sobre las
diferentes funciones en la Administración de Documentos Electrónicos (EDMS).
3. Leer: Leer y analizar el material relacionado a la Administración de Documentos
Electrónicos (EDMS).
4. Escribir: Escribir un ensayo de una página (300 palabras) sobre el impacto y la
funcionalidad en la Administración de Documentos Electrónicos (EDMS) en
nuestra sociedad moderna, demostrando dominio de la ortográfica y gramática
española.
Enlaces electrónicos:
Biblioteca Virtual
http://bibliotecavirtualut.suagm.edu/
Administración y Manejo de Archivos Electrónicos. [s.f.]. Excelente artículo que
introduce conceptos y provee información importantísima relacionada con la
administración de documentos electrónicos. Recuperada el 10 de febrero de 2008.
Disponible en http://eprints.rclis.org/archive/00010563/
OTEM 416 Document Management System (DMS) 26
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Wrapedms organization
http://wrapedms.org/
EDM software
http://discover.perceptivesoftware.com/forms/TenThings?utm_source=msn&utm_mediu
m=cpc&utm_term=electronic%20document%20management&utm_content=609779638
&utm_campaign=5897330241
Open Source & free document management software - Kordil EDMS
http://www.kordil.net/
Sample project
http://www.miamidade.gov/etsd/edms-home.asp
Asignaciones antes del taller:
1. Asegúrese de leer y familiarizarse con todo el módulo antes del primer taller.
2. Lea la información que aparece en los enlaces sugeridos arriba. En Internet ,
busque información sobre los siguientes conceptos: documento, documento
electrónico, componentes del documento electrónico (contenido, estructura,
contexto, presentación), administración de documentos electrónicos y cualquier
otro concepto relacionado que considere importante. Venga preparado/a
para compartir sus hallazgos con el resto de la clase.
3. Sobre la base de lo leído, realice o responda:
a. Prepare una lista de razones por las cuales se hace necesario replantear un
nuevo modelo de administración de documentos.
b. Enumere algunos de los “d um nt s” que justifican ese nuevo modo de
OTEM 416 Document Management System (DMS) 27
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administrar documentos
c. ¿Qué dificultades presenta el modelo de administración de documentos
tradicional?Escriba las semejanzas y diferencias entre administración de
documentos y administración de documentos electrónicos. Para esto utilizará
el Anejo B (Comparación entre administración de documentos y administración
de documentos electrónicos (EDMS).
5. Haga una relación de los conocimientos que debe tener la persona encargada
de la administración de documentos electrónicos. Reflexione y escriba una
auto evaluación con el propósito de descubrir sus destrezas, las que le ayudarán
en la tarea de administración de documentos electrónicos (EDMS); y de
aquellas destrezas que necesita adquirir o mejorar.
6. Escriba un ensayo de una página (300 palabras aproximadamente) describiendo
el impacto y la funcionalidad en la Administración de Documentos Electrónicos
(EDMS) en nuestra sociedad moderna. Utilice la función del corrector ortográfico
“Sp ll h k ” p v f s t g áf s p nd B
7. Prepare un glosario con cinco a siete definiciones relacionadas con los temas
discutidos en el taller (Apéndice A – “ n W t ng”
8. Entre al laboratorio electrónico (e-lab) de la plataforma "BlackBoard" y abra su
cuenta con "Tell Me More". Comience tomando los exámenes para medir su nivel
en inglés y español. Complete sus dos horas de práctica en español con los
recursos del e-lab.
9. Comience a trabajar con el Portafolio (ver Manual de Portafolio.
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Vocabulario clave de la lección:)
1. Documentos
2. Documentos Electrónicos
3. Administración de Documentos
4. EDMS
Lista de materiales suplementarios para el taller:
1. La Internet - Blackboard
2. Biblioteca Virtual
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Componentes de SIOP (Sheltered-Instruction Observation Protocol): Coloque una
m d t j √ n l __ n t d s l s st t g s p omponente que se usarán en el
taller.
B. Andamiaje
_x_ Modelaje
_x_ Práctica Dirigida
_x__ Práctica Independiente
_x_ Instrucción Comprensible
C. Opciones para Agrupamiento
_x__ Grupo Completo
_x__ Grupos Pequeños
_x__ Pares
_x__ Trabajo Independiente
D. Integración del Proceso
_x__ Escuchar
_x__ Hablar
_x__ Leer
_x__ Escribir
E. Aplicación
_x__ Actividades Dinámicas de Aplicación
_x__ Significativas y Relevantes
_x__ Rigurosas
_x__ Alineadas a los Objetivos
_x__ Promueven Participación
A. Preparación
___ Adaptación de Contenido
_x__ Enlaces al Conocimiento Previo
_x__ Enlaces al Aprendizaje Previo
_x__ Estrategias Incorporadas
Estrategias de CALLA (Cognitive Academic Language Learning Approach)
_x__ Cognoscitivo
_x__ Meta-cognoscitivo
_x__ Socio/Afectivo
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Actividades integradas:
Actividades integradas de contenido y lenguaje para lograr los objetivos del taller
(Contenido y Lenguaje):
1. El facilitador comenzará la clase con una actividad rompe hielo. Luego verificará
que todos los estudiantes estén registrados en el curso.
2. El facilitador discutirá los criterios de evaluación, se atenderán otros
asuntos administrativos y se seleccionará a la persona que será Representante
Estudiantil para la clase.
3. El facilitador discutirá los objetivos del curso.
4. Los estudiantes se reunirán en grupos de 3 y discutirán el ensayo preparado como
asignación. Prepararán brevemente una lista grupal sobre la importancia de la
Administración de Documentos Electrónicos (EDMS) en nuestra sociedad
moderna. Un miembro del grupo la compartirá verbalmente con la clase
(Apéndice A).
5. Sobre la base d e lo leído para este taller, entre todos/as se definirán los
conceptos asignados en las tarea a realizar antes del taller.
6. Divididos en tres grupos, cada grupo compartirá los hallazgos encontrados para
las preguntas asignadas antes del taller y preparará un resumen de esos
hallazgos para compartirlo con el resto del grupo. Cada estudiante se asegurará
de completar sus notas con aquellos hallazgos que no tenga anotados.
7. Cada estudiante presentará una semejanza o diferencia entre la administración
de documentos y la administración de documento electrónicos. Una persona
anotará en la pizarra los hallazgos.
8. Entre todos/as se compartirá la lista de conocimientos que debe tener la persona
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encargada de la administración de documentos electrónicos. Aquellos/as que
así lo deseen, podrán compartir voluntariamente su propia auto evaluación
preparada como parte de las tareas a realizar antes del taller.
Evaluación:
1. Individual: Ensayo escrito de 300 palabras. Utilizar Apéndice B – “S W t ng
T ts” p v lu ón
2. Grupal: Lista grupal de la importancia de la Administración de Documentos
Electronicos . Apéndice A – “ n d W t ng”
3. Escrito: Diligenciar el portafolio personal
4. Oral/Auditivo: Discusión verbal sobre material aprendido en taller (Apéndice A
– “L st n ng Sp k ng”
Cierre del taller:
1. Individual: Cada estudiante entrará a Blackboard antes de la próxima clase y
escribirá dos cosas que aprendió durante el taller.
2. Grupal: La clase se dividirá en tres grupos. Cada grupo preparará un mapa
conceptual en la pizarra sobre lo aprendido en el taller. Luego discutirán los
mismos.
OTEM 416 Document Management System (DMS) 32
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WORKSHOP TWO
Specific Content Objectives: (
At the end of the workshop, students will be able to :)
1. List the organizations that are related to electronic document management
2. Establish principles to create and manage electronic documents to accommodate
technological advances and user needs
3. Learn about the legal value of electronic documents and the rights of individuals
and the obligations of those who administer the files.
4. List organizations related to document management
Specific Language Objectives
1. Listening: Students will listen attentively to the new concepts discussed in class
about (EDMS)
2. Speaking: Students will speak fluently in English to share main ideas about
(EDMS).
3. Reading: Students will read aloud their assignments with fluency and accuracy.
4. Writing: Students will write in their reflective Journal..
Electronic Links (URLs):)
UT Virtual Library
http://bibliotecavirtualut.suagm.edu/
Association of Records Managers and Administrators.
http://www.arma.org
Association for Information and Image Management (AIIM).
http://www.aiim.org
National Archives and Records Administration (NARA).
http://www.archives.gov
Institute of Certified Records Managers.
OTEM 416 Document Management System (DMS) 33
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http://www.icrm.org
International Congress on Archivists (ICA).
http://www.ica.org
Society of American Archivists.
http://archivists.org/index.asp
Assignments before the Workshop:
1. Research on the Internet about organizations that deal with document
management and visit their web sites in order to know if they also work with
electronic document management. Print and take the information to the
classroom. Take the opportunity to evaluate an article that interests you and that
may help you to complete the task of analysis of articles to be handed in at
Workshop III.
2. Find and read information about laws that deal with the privacy of individuals and
document management: Information Privacy Act 1974, Freedom of Access to
Personal Information act 1979, Privacy Act for Electronic Communications
1986; HIPAA Act of 1996, effective in 2003 (Health Insurance Portability and
Accountability Act). Reporting Act Fair Credit Matters 1971; Computer Programs
Act of 1980, and other laws related to document management and personal
privacy. We suggest revision of document management books in both Spanish
and English, where you could find a summary of these acts. For example, it
suggests Document Management: Systems, procedures and technology, by the
authors Carmen M. Abigail Correa and Diaz-Colon, Published
by McGraw Hill in 2004.
3. Start making contact with somebody responsible for the (EDMS) in an agency or
organization who may be interviewed later.
4. Continue using Tell Me More and the e-lab links to practice your English
language skills. You must complete a minimum of two hours of practice (use e-
lab resources).
OTEM 416 Document Management System (DMS) 34
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5. The facilitator may require more hours of practice according to your specific
needs.
6. Continue working with your portfolio (see appendix F).
Key Core Vocabulary:
1. (EDMS) Acts
2. Procedures
3. Information Privacy
List of Supplementary Materials for the Workshop:
1. Tell Me More
2. E-lab Language Links
3. Blackboard
4. Discussion Board
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SIOP Components - Pl h km k √ n th ___ f ALL strategies that will be
used in the workshop.
Integrated Activities:
Integrated Activities of Content and Language to achieve Content and Language
Objectives:
1. The facilitator will start the class with a short review. Every student will mention
something discussed or practiced during the previous workshop.
2. The Students will prepare a table with the name of the organization, membership
requirements, membership benefits, subscriptions to electronic journals (if they
B. Scaffolding
___ Modeling
_x__ Guided Practice
_x__ Independent Practice
_x__ Comprehensible Input
C. Grouping Options
_x_ Whole Class
_x_ Small Groups
_x_ Partners
_x_ Independent Work
D. Integration of Processes
_x_ Listening
_x_ Speaking
_x_ Reading
_x_ Writing
E. Application
_x__ Hands-on
_x__ Meaningful/Relevant
_x__ Rigorous
_x__ Link to Objectives
_x__ Promote Engagement
A. Preparation
_x__ Adaptation of Content
_x__ Links to Background Knowledge
_x__ Links to Past Learning
_x__ Strategies Incorporated
CALLA Strategies (Cognitive Academic Language Learning Approach)
_x__ Cognitive
_x__ Meta-cognitive
_x__ Social/Affective
OTEM 416 Document Management System (DMS) 36
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are available), if they offer tests to become certified in your area, offering
information, if they meet in seminars or conferences and any other details. Also
present the advantages of belonging to professional organizations. If there are
connections to the Internet, visit the pages of these organizations. Students will
identify those aspects of these pages that they found meaningful and become
familiar with the organizations and the services they offer. Students will finish the
activity with a final written description and the services they offer. This activity
will be evaluated using Appendix B.
3. In pairs, share the information found on the acts (laws). If someone could not find
information about any of the acts (laws), the students can go to any other group
who has it. The idea is that everyone knows the purpose for every act (law) and its
most significant provisions.
4. The entire class will prepare a list of these acts (laws), implications for
professionals in the office, records managers and institutions in general. For
example, it is now necessary to establish which persons are authorized to access
the information. A list of ideas will be written on the whiteboard
5. The Students will verbally share their assignments (Appendix A – Can Do
Speaking).
Assessment:
1. Individual: Students will complete their Reflective Journal (see Appendix C).
2. Group: Brainstorm activity – Appendix D - Rubric to evaluate Class Participation.
3. Written: Reflective diary and Appendix B for the table Description.
4. Oral: Appendix A – Can Do Speaking for interview, part of the activity 4.
OTEM 416 Document Management System (DMS) 37
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Lesson Wrap-Up:
1. Individual: Students will have a minute to draw what they believe was the most
important thing they learned during the workshop.
2. Group: The facilitator will divide the class into two groups and will hand to each
group an index card. Each member of the group must write two things they have
learned today.
OTEM 416 Document Management System (DMS) 38
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TALLER TRES
Objetivos específicos de contenido:
Al finalizar el taller, el estudiante será capaz de:
1. Describir los elementos básicos que debe considerar al seleccionar un programa
(software) capaz de administrar los archivos electrónicos
2. Identificar los requisitos típicos de la administración de documentos electrónicos,
tales como: guardar los documentos, almacenar, indexar, buscar, recuperar,
acceder, controles de seguridad y otros.
3. Enumerar buenas prácticas para la administración de documentos electrónicos.
Objetivos específicos de lenguaje:
1. Escuchar: El estudiante escuchará cuidadosamente el material discutido por el
facilitador y sus compañeros sobre (EDMS) y reaccionará al mismo de forma
verbal o escrita de acuerdo a las instrucciones del taller.
2. Hablar: El estudiante se expresará verbalmente utilizando vocabulario técnico
durante el taller en las correspondientes actividades del mismo.
3. Leer: Los estudiantes realizarán una investigación utilizando la biblioteca virtual
para luego analizar y resumir el material encontrado.
4. Escribir: Los estudiantes resumirán las ideas principales relacionadas al (EDMS)
por escrito y sin errores gramaticales.
Enlaces electrónicos:
Biblioteca Virtual
http://bibliotecavirtualut.suagm.edu/
OTEM 416 Document Management System (DMS) 39
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Beyond Features & Functions: Evaluating RM Software Alternatives in a Real-World
Environment.
http://www.arma.org/pdf/journal/emery.pdf
E-Government Policy Framework for Electronic Records Management.
http://www.nationalarchives.gov.uk/documents/egov_framework.pdf
Good practice in managing electronic documents using Office 97 on a local area
network.
http://www.nationalarchives.gov.uk/documents/
Asignaciones antes del taller: ()
1. Lea la información que aparece en los enlaces sugeridos en las direcciones
electrónicas.
2. Basado en la lectura de Beyond Features & Functions: Evaluating RM Software
Alternatives in a Real-World Environment, prepare una lista de aspectos a
considerar a la hora de adquirir un programa para (EDMS).
3. Realice una búsqueda en la Internet con el propósito de conseguir programas
comerciales disponibles para (EDMS) .Por ejemplo, ¿qué producto tiene la
Microsoft para ese propósito? Traiga al salón de clase por lo menos dos
programas disponibles. Imprima la hoja para discutir sus resultados.
4. Basado en la lectura de los otros enlaces, venga preparado/a para compartir lo
siguiente:
¿Cuáles son los problemas más comunes a la hora de trabajar con
documentos electrónicos?
¿Se siguen políticas a la hora de administrar documentos electrónicos?
OTEM 416 Document Management System (DMS) 40
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¿Cuáles son los requisitos típicos de la administración de documentos y qué
relación tienen con la administración de documentos electrónicos?
¿Por ser documentos electrónicos les aplica o no los mismos principios?
5. Prepare una lista d “bu n s p á t s” p (EDMS).
6. Prepare una lista de posibles preguntas para la entrevista a un encargado de la
administración de documentos.
7. Recuerde que debe entregar su análisis de artículo.
8. Continúe con sus dos horas de práctica con Tell Me More o con los enlaces del e-
lab.
9. Entre a Blackboard y conteste la pregunta del facilitador relacionada al tema.
Comente sobre lo que opinan algunos de sus compañeros.
10. Continúe trabajando con su portafolio.
Vocabulario clave de la lección:
1. Index
2. Entrada / Salida y bloqueo
3. Control de versiones
4. Registro de auditoría
5. Seguridad y control de accesos
6. Registro y salida de documentos y bloquear
Lista de materiales suplementarios para el taller:
1. Biblioteca Virtual
2. Blackboard
OTEM 416 Document Management System (DMS) 41
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Componentes de SIOP (Sheltered-Instruction Observation Protocol): Coloque una
m d t j √ n l __ n t d s l s st t g s p mp n nt qu s us án n l
taller.
B. Andamiaje
_ _ Modelaje
_x_ Práctica Dirigida
_x_ Práctica Independiente
_x_ Instrucción Comprensible
C. Opciones para Agrupamiento
_x__ Grupo Completo
_x__ Grupos Pequeños
_x__ Pares
_x__ Trabajo Independiente
D. Integración del Proceso
_x__ Escuchar
_x__ Hablar
_x__ Leer
_x__ Escribir
E. Aplicación
_x__ Actividades Dinámicas de Aplicación
_x__ Significativas y Relevantes
_x__ Rigurosas
_x__ Alineadas a los Objetivos
_x__ Promueven Participación
A. Preparación
_x_ Adaptación de Contenido
_x_ Enlaces al Conocimiento Previo
_x_ Enlaces al Aprendizaje Previo
_x_ Estrategias Incorporadas
Estrategias de CALLA (Cognitive Academic Language Learning Approach)
_x__ Cognoscitivo
_x__ Meta-cognoscitivo
_x__ Socio/Afectivo
OTEM 416 Document Management System (DMS) 42
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Actividades integradas:
Actividades integradas de contenido y lenguaje para lograr los objetivos del taller
(Contenido y Lenguaje):
1. Entre todos/as, se presentará la lista de aspectos a considerar a la hora de
adquirir un programa para la administración de documentos.
2. Los estudiantes analizarán los diferentes programas disponibles que encontraron
de acuerdo a la lista preparada anteriormente. El propósito es determinar la
efectividad de estos programas para administrar documentos. basado en la
búsqueda que hizo, ¿podría recomendar algún programa de los que existen en el
mercado para administrar los documentos electrónicos en su oficina? ¿Qué costo
tiene?
3. En grupos de tres a cuatro estudiantes, se discutirán las preguntas asignadas en
las tareas a realizar antes del taller. Un representante del grupo informará los
hallazgos.
4. En la pizarra se preparará una list d “bu n s prá t s” para administrar
documentos. Además, los estudiantes analizarán si estas buenas prácticas son
posibles de implementar en sus respectivas áreas de trabajo. Si no lo son, se
ofrecerán sugerencias para la implantación.
5. Cada estudiante compartirá con el resto del grupo los hallazgos más significativos
del artículo leído para análisis.
6. Entre todos/as se presentarán y seleccionarán las preguntas que se utilizarán
para realizar la entrevista a un encargado/a de la administración de documentos
OTEM 416 Document Management System (DMS) 43
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en una organización. Esta entrevista se realizará esta semana y se presentarán
los hallazgos en el taller IV.
7. Llena el Anejo A (Diario Reflexivo) y entrégala a tu facilitador o facilitadora
al terminar la clase junto con las tareas asignadas para antes de cada taller que
apliquen.
Evaluación:
1. Individual: Resumen analítico (usar Apéndice B).
2. Grupal: Práctica dirigida (usar Apéndice D).
3. Escrito: Los estudiantes realizaran una evaluación escrita.
4. Oral/Auditivo: El facilitador pedirá a los estudiantes una descripción oral breve
destacando los aspectos más relevantes del taller.
Cierre del taller:
1. Individual: El facilitador realizará preguntas al azar a los estudiantes relacionado
al material visto durante el taller
2. Grupal: Por grupos presentarán una actividad breve destacando algunos puntos
relevantes del taller
OTEM 416 Document Management System (DMS) 44
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WORKSHOP FOUR
Specific Content Objectives:
At the end of the workshop, students will be able to:
1. List desirable characteristics in a file management system that provides electronic
controls, monitoring, file plans, retention, disposition and optimized processes
that help the user to retrieve the electronic files when needed.
2. Review rules for the implementation of (EDMS).
3. Present and discuss the findings of the interview to administrators of Electronic
Documents management systems in agencies and organizations.
Specific Language Objectives:
1. Listening: The student will carefully listen to the class discussion and will follow
instructions.
2. Speaking: Th stud nt ll ff t v ly d s uss th ksh p’s m t l d ng
to the facilitator activities.
3. Reading: The student will carefully read course related material and will
summarize it using technical vocabulary.
4. Writing: Students will perform a written evaluation.
Electronic Links (URLs):
Virtual Library
http://bibliotecavirtualut.suagm.edu/
Management, appraisal and preservation of electronic records.
http://www.nationalarchives.gov.uk/documents
OTEM 416 Document Management System (DMS) 45
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Cataloguing electronic documents: Data Files and Programs : Archivos de Datos y
Programas.
http://www.bibliodgsca.unam.mx/libros/lib1fima/lib1fima.htm
Managing Web Resources.
http://www.nationalarchives.gov.uk/documents/
Assignments before the Workshop:
1. Read the links suggested.
2. Prepare a checklist of desirable characteristics to establish an (EDMS).
3. Suggest some desirable policies for the implementation of an (EDMS).
4. Cataloging of electronic documents: data files and programs suggested guidelines
for cataloging electronic resources as a support for librarians. Study the guide and
suggest a guideline for handling, for example, "e-mails" in your office. What
elements you think should be included? Bring them to class in writing
5. Complete your two hours of English language practice in the language lab.
Additional hours may be required by the facilitator according to your needs. Use
additional language lab resources, if needed.
6. Continue working with your portfolio.
Key Core Vocabulary:
1. Storage Location
2. Audit trails
3. Roll back
4. Summary
5. Annotation and Stamps
OTEM 416 Document Management System (DMS) 46
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List of Supplementary Materials for the Workshop:
1. Virtual Library
2. Blackboard
SIOP Components - Pl h km k √ n th ___ f ALL strategies that will be
used in the workshop.
B. Scaffolding
_x__ Modeling
_x__ Guided Practice
_x__ Independent Practice
_x__ Comprehensible Input
C. Grouping Options
_x__ Whole Class
_x__ Small Groups
___ Partners
_x__ Independent Work
D. Integration of Processes
_x__ Listening
_x__ Speaking
_x__ Reading
_x__ Writing
E. Application
_x__ Hands-on
_x__ Meaningful/Relevant
_x__ Rigorous
_x__ Link to Objectives
_x__ Promote Engagement
A. Preparation
_x__ Adaptation of Content
_x__ Links to Background Knowledge
_x__ Links to Past Learning
_x__ Strategies Incorporated
CALLA Strategies (Cognitive Academic Language Learning Approach)
_x__ Cognitive
_x__ Meta-cognitive
_x__ Social/Affective
OTEM 416 Document Management System (DMS) 47
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Integrated Activities
Integrated Activities of Content and Language to achieve Content and Language
Objectives:
1. The facilitator will engage students in a whole class review activity. Each student
will be given a piece of paper to write one question based on the previous
ksh p’s m t l On f n sh d t ng stud nts ll h nd th qu st ns t
another classmate. The classmate will read and answer the question. If needed,
the classmate can ask for one tip before answering.
2. The class will prepare a list of those desirable controls to establish an (EDMS).
As much as possible, try to adapt to the needs of their own project.
3. The students will work on desirable policies that should be presented for the
implementation of an electronic file and its importance. The entire class will then
prepare a final document with these policies.
4. Each student will present their guide to catalog electronic resources from their
own office. Take into consideration the technology available and the types of
electronic documents that occur in your work area.
5. Each student will present the findings of the interview with a person responsible
for document management in an agency or organization. These findings will be
analyzed to express concerns and make recommendations. These may incorporate
the desirable policies and guidelines for the implementation of an(EDMS)
6. Complete (Reflective Journal Appendix A) and submit it to your facilitator at the
end of class with the assignments for each workshop that applies.
OTEM 416 Document Management System (DMS) 48
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Assessment:
1. Individual: Interview presentation – Use Appendix A – Can do Writing.
2. Group: Class discussion about desirable policies for the implementation of an
(EDMS) – Use Appendix A - Can Do - Speaking.
3. Written: Essay and Reflexive Journal – Use Appendix B – Six Traits of Writing.
4. Oral: Sharing findings of the interview – Appendix E – Rubric to evaluate the
findings of the Interview. .
Lesson Wrap-Up:
1. Individual: Each student will write 3 things they think they will remember most
about the workshop..
2. Group: Broken Telephone activity – The facilitator will think of a sentence or
phrase and whisper it to the student besides him. The student will whisper what
he heard to the next person. No repeating allowed. The last student will state the
message out loud. .
OTEM 416 Document Management System (DMS) 49
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Taller Cinco/Workshop Five
NOTA: Este taller es bilingüe. Tanto, el
Facilitador como los estudiantes, deberán
utilizar el idioma asignado para cada tarea
y actividad. No mezcle los dos idiomas!
UTILICEN SOLAMENTE UN
LENGUAJE A LA VEZ! Las primeras
dos horas serán en español. Las últimas
dos horas serán en inglés.
NOTE: This is a bilingual workshop.
Both the facilitator and the student must
use the language assigned for each
homework and activity. Do not mix both
languages! USE ONE LANGUAGE AT
A TIME- KEEP BOTH LANGUAGES
SEPARATE! The first two hours must
be in Spanish. The last two hours must
be in English.
Objetivos específicos de contenido:
Al final del taller, los estudiantes serán capaces de:
1. Familiarizarse con archivos electrónicos de otros países a través de visitas
virtuales y presentaciones.
2. Analizar los esfuerzos de los diferentes gobiernos en torno a la organización de
archivos electrónicos.
3. Evaluar nuestro propio sistema de administración de documentos a nivel de
gobierno
Objetivos específicos de lenguaje:
1. Escuchar: Los estudiantes escucharán con atención a otros estudiantes para
obtener mayor conocimiento acerca del (EDMS).
2. Hablar: Los estudiantes intercambiarán ideas sobre las diferencias que existen en
algunos países en el (EDMS).
3. Leer: Los estudiantes cuidadosamente leerán el material relacionado al (EDMS) .
4. Escribir: Los estudiantes escribirán un ensayo de 300 palabras sobre el uso de lo
aprendido en clase.
OTEM 416 Document Management System (DMS) 50
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Enlaces electrónicos:
Biblioteca Virtual
http://bibliotecavirtualut.suagm.edu/
Asignaciones antes del taller:
Asignaciones a discutirse durante las primeras dos horas de instrucción (2).
1. Prepare su presentación sobre la visita virtual a los diferentes archivos.
2. Prepare el material a repartir y la hoja de observaciones
3. Realice sus dos horas de práctica usando Tell Me More y los recursos del
laboratorio de lenguaje (una hora inglés y una español).
4. Complete su diario reflexivo, su portafolio y llévelo a clase.
Assignments to be discussed during the last two hours of instruction (2).
1. Visit the virtual library and find information on how to prepare a descriptive
essay. Explore examples available online.
2. Write a descriptive essay of 300 words of what you have learned during the whole
class and how you are going to apply in your future classes. Use APA style for
references and Appendix B for assessment. Print it and bring it to class.
3. Review all material related to (EDMS) and prepares for a test.
Vocabulario académico clave
1. Almacenar
2. Manejo
3. Seguimiento
4. Seguridad
OTEM 416 Document Management System (DMS) 51
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Academic Core Vocabulary
1. Store
2. Manage
3. Track
4. Security
List of Supplementary Materials for the Workshop:
1. Virtual Library
2. Blackboard
OTEM 416 Document Management System (DMS) 52
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SIOP Components - Pl h km k √ n th ___ f LL st t g s th t ll b us d n
the workshop.
1.
2.
3.
4.
5.
6.
7.
8.
B. Scaffolding
_x__ Modeling
_x__ Guided Practice
_x__ Independent Practice
_x__ Comprehensible Input
C. Grouping Options
_x__ Whole Class
_x__ Small Groups
___ Partners
_x__ Independent Work
D. Integration of
Processes _x__ Listening
_x__ Speaking
_x__ Reading
_x__ Writing
E. Application
_x__ Hands-on
_x__ Meaningful/Relevant
_x__ Rigorous
_x__ Link to Objectives
_x__ Promote Engagement
A. Preparation
_x_ Adaptation of Content
_x_ Links to Background Knowledge
_x_ Links to Past Learning
_x_ Strategies Incorporated
CALLA Strategies
(Cognitive Academic Language Learning
Approach)
_x_ Cognitive
_x_ Meta-cognitive
_x_ Social/Affective
OTEM 416 Document Management System (DMS) 53
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Integrated Activities:
Actividades integradas de contenido y lenguaje para lograr los objetivos del taller:
Actividades en español para las primeras dos horas del taller:
1. El facilitador comenzará la clase con una actividad para repasar el material aprendido.
Todos los estudiantes deberán utilizar vocabulario técnico durante la actividad.
2. Los estudiantes se reunirán en grupos de tres para discutir lo aprendido sobre la
administración de documentos electrónicos. Un miembro del grupo tomará notas y lo
discutirá con la clase.
3. Cada estudiante tendrá la oportunidad de presentar su informe y mostrar los hallazgos
de su visita virtual.
4. Entre todos se analizarán los esfuerzos de los diferentes gobiernos en torno a la
administración de documentos electrónicos.
5. Basado en el contenido de la página de la Administración de Servicios
Generales, se analizará nuestro propio sistema de administración de documentos a nivel
de gobierno.
Integrated content and language activities aligned to achieve workshop objectives:
Activities in English for the last two hours of the workshop:
1. Students will exchange their essays. Each one will use Appendix B to assess the
exchanged essay. Recommendations will be given on how to improve all essays.
2. Students will verbally discuss what they have learned during the class. Each student
must participate in this activity.
3. Students will complete the KWL chart located in Appendix F.
4. Students will hand in their portfolios.
5. The facilitator will provide students with an exam. Students must individually apply what
they have learned during class.
Assessment:)
1. Individual: Essay – See appendix B.
2. Group: Students will perform peer evaluations – See Appendix E.
3. Written: Essay – See Appendix B.
OTEM 416 Document Management System (DMS) 54
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4. Oral: Th f l t t ll us th Sp k ng ub t ss ss stud nt’s p s nt t ns– see
Appendix A – can do speaking.
Lesson Wrap-Up:
1. Individual: One Minute Sentence – each student will have one minute to write a sentence
with the most important topics they have learned during the workshop..
2. Group: Students will use the talk aloud technique to explain what they have learned
during the workshop .
OTEM 416 Document Management System (DMS) 55
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APÉNDICES / APPENDIXES
OTEM 416 Document Management System (DMS) 56
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APPENDIX A
NATIONAL PROFICIENCY LEVELS FOR DIFFERENTIATED INSTRUCTION
Retrieved from: WIDA Consortium http://www.wida.us/
OTEM 416 Document Management System (DMS) 57
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“Can Do” Listening Rubric
National Proficiency Levels Criteria
Starting
Identifies objects
Names concrete objects
Points to picture/object of the word heard
Follows simple commands
Repeats words or simple phrases
Understands simple messages – gestures, pointing
Emerging
Draws a picture
Requires continuous repetition
Follows verbal dictations
Checks-off words that were heard
Repeats information heard to determine comprehension
Understands slow speech and multiple repetitions
Developing Understands more details of spoken language
Needs limited or no repetition and slow speech
Understands basic academic vocabulary which is frequently used in class
discussions
Understands class discussions with some difficulty
Understands most of what was said
Expanding Needs limited or no repetition at normal speed speech
Understands academic vocabulary used in class discussions
Understands class discussions with little difficulty
Understands nearly everything said
Bridging Needs no repetition at normal speed speech
Understands elaborate academic vocabulary used in class discussions
Understands class discussions with no difficulty
Demonstrates a native-l k Engl sh sp k ’s und st nd ng f h t s s d
OTEM 416 Document Management System (DMS) 58
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“Can Do” Speaking Rubric
National Proficiency
Levels
Criteria
Starting Names concrete objects
Responds a simple yes or no to questions
Repeats words or simple phrases
Uses one word commands
Mispronounces words making it difficult to be understood
Breaks speech into parts making comprehension difficult
Uses limited or no vocabulary to support message
Emerging Uses a few more words to respond to questions although grammatically incorrect
Uses one-, two-, and multiple-word commands
Uses verb tenses interchangeably
Misuses words in daily speech
Repeats spoken words or phrases to improve understanding due to pronunciation flaws
Uses grammar and word order incorrectly
Uses vocabulary (emerging stage) to support oral messages
Developing Responds using longer phrases/sentences
Initiates and carries out conversations; however, there may be interruptions due to
thinking of the correct words to say
Applies grammar and word order correctly most of the time
Demonstrates correct use of basic academic vocabulary which is frequently used in class
discussions and/or oral assignments.
Speaks with some hesitation
Uses vocabulary to support oral messages
Speaks with less difficulty, but listener must pay close attention to pronunciation.
Expanding Responds using elaborate phrases/sentences
Uses and interprets idiomatic expressions
Converses more fluently in social settings
Uses academic vocabulary frequently in class discussions
Participates in class discussions using academic content with slight hesitation
Misuse of grammar and word order seldom occurs and does not interrupt meaning
Pronounces most words accurately and clearly
Bridging Speaks fluently
Uses elaborate academic vocabulary in all class discussions correctly
Participates in class discussion using academic content without hesitation
Uses appropriate vocabulary to support oral messages at all times
Uses correct grammar and word all the time
Speaks with native-like pronunciation and intonation
OTEM 416 Document Management System (DMS) 59
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“Can Do” Reading Rubric
National Proficiency Levels Criteria
Starting Lacks comprehension of a wide array of written material (not developed)
Lacks ability to interpret graphs, charts, tables, and forms in textbooks (not developed)
Struggles with use of pre-reading and reading skills (not developed)
Lacks ability to apply reading strategies in order to guess meanings of unfamiliar words from context (not
developed)
Struggles with use of strategic reading skills (in order to plan his/her reading assignments, diagnose deficiencies,
resolve deficiencies independently or with the help of others, etc.) (not developed)
Emerging Improving comprehension (slowly emerging) of a wide array of written material (e.g., fictional and non-fictional
texts that bridge personal, professional and academic themes, news articles, short stories, short novels, etc.)
Demonstrates correct interpretation of basic graphs, charts, tables and forms in textbooks
Applies limited pre-reading (e.g., activation of prior knowledge, semantic maps, etc.) and reading skills (e.g.,
skimming, scanning, inferences, paragraph frames, DRA, SQ4R, etc.) (slowly emerging)
Struggles with ability to use limited reading strategies to guess meanings of unfamiliar words from context (e.g.,
definition, restatement, examples, surrounding words, etc.) is
Strives to understand (even when not successful) the relationship between ideas (e.g., time, logical order,
comparison/contrast, cause/effect), and reading patterns in order to identify literary genres (as listed above)
Applying successful reading skills (as listed above) are still emerging
Developing Comprehends a wide array of written material (as listed above)
Interprets basic graphs, charts, tables and forms
Applies correctly pre-reading and reading skills (as listed above)
Applies correct use of reading strategies to guess meanings of unfamiliar words from context (as listed above)-
evidence of emerging.
Understands the relationship between ideas (as listed above)-evidence of emerging..
Uses strategic reading skills (as listed above) that are evident.
Expanding Comprehends a wide array of level-appropriate written materials (as listed above) with mature accuracy
Interprets increasingly complex graphs, charts, tables, and forms accurately
Applies pre-reading and reading skills (as listed above) very strongly
Applies strategies to guess meanings of unfamiliar words from context (as listed
above) which is clearly evident
Identifies signal words to understand the relationship between ideas (as listed above), and reading patterns to
identify literary genres (as listed above)- emerging strongly
Understands the relationship between ideas (as listed above)-strongly evident.
Uses strategic reading skills (as listed above) with mature accuracy
Bridging Comprehends various types and lengths of level appropriate written materials (as listed above)-fully developed
Interprets complex graphs, charts, tables, and forms accurately
Applies pre-reading and reading skills (as listed above)-fully developed
Applies reading strategies to determine the meaning of unfamiliar words in a text (as listed above) with accuracy
Understands the relationship between ideas (time, logical order, comparison/contrast, cause/effect)
Demonstrates fully developed strategic reading skills (as listed above)
OTEM 416 Document Management System (DMS) 60
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“Can Do” Writing Rubric
National Proficiency
Levels
Criteria
Starting L ks l t ng nd f us t ls l m t d un l Th ’s n l d st n t n t h t s mp t nt nd h t is supported.
Lacks engaging and drawing a conclusion. Paper simply starts and ends. Lack of transitions make it difficult to understand the paper.
Writes with limited use of vocabulary or specific words to transmit meaning of the essay. Misuse of parts of speech makes it difficult to understand
the writing.
Rambles- use of incomplete sentences that are too long to understand. Sentences follow a simple structure and or style.
Struggles with spelling, punctuation capitalization and other writing conventions. This makes it very difficult to understand the writing.
Lacks strategic writing skills (e. g., knowledge of the writing process; declarative, procedural and conditional knowledge; and strategies for inquiry, for
drafting [such as investigating genre, considering audience, and responding to purpose], and for product revision) that are clearly not developed.
Emerging Writes sentences that are still unclear there seems to be a guide to a focused topic; however, it may drift at times. There is an attempt in details to
support main idea. Reader can still feel confused.
Attempts to write an introduction and or conclusion. Use of transitions helps, but paper is in need of more details.
Struggles with some vocabulary terms that are used inappropriately. Greater command of the parts of speech is developing,.
but many words are still used incorrectly.
Attempts to create a style of sentence structure here and there; although, for the most part it sticks to one style.
Shows need of improving spelling, punctuation, capitalization, and other writing conventions. It is still difficult to read the writing; but there are signs
of improvement.
Demonstrates emerging strategic writing skills.
Developing Writes with an unclear focus. Writing appears to be on one topic, but shifts to another topic at times. Support of main idea is lacking. Reader is left
with unanswered questions.
Attempts to write a proper introduction and conclusion however, both are dull or unclear. Transitions help connect ideas although at times they
distract the flow.
Selects and uses words appropriately; however, they are not higher level and need more vigor.
Formulates well-written sentences; however, style and structure of sentences are repetitious.
Demonstrates control of spelling, punctuation, capitalization, and other writing conventions. However, the writing could read and sound better by
improving conventions.
Utilizes strategic writing skills properly (now evident).
Expanding Writes with a focus in mind; however, there is room for improvement. Needs more relevant details to support the main idea.
S m d s’ questions can be answered, while others are left with doubt.
Uses a proper introduction and conclusion, however, some improvement is needed. Needs to continue using transitional words are properly in order to
allow the proper flow of ideas.
Selects and uses vocabulary words that are much more livelier and appropriate. Some common wording can be improved.
W t s th d f n t styl nd s nt n st u tu s “ t hy” th f m st k s
Demonstrates good control of spelling, punctuation, capitalization, and other writing conventions. Mistakes are few and nothing distracts from the
writing.
Applies mature strategic writing skills.
Bridging Writing is clear and focused on a narrowed topic. Details are relevant and accurate, and they support the ma n d s R d ’s qu st ns ns d
W t ng h s l nt du t n th t’s h ks th d nd n lus n th t l v s l st ng mp ss n Us f t ns t ns helps the reader to connect
ideas. Reading flows and not dull.
Words used in the writing are specific and accurate. Vivid verbs and modifying words are present. Words used enhance the meaning of the writing.
There is a variety in length and structure of the sentences. The style of sentences varies on how they begin. Sentences create fluency and rhythm.
Excellent control of spelling, punctuation capitalization and other writing conventions.
Strategic writing skills are fully developed.
OTEM 416 Document Management System (DMS) 61
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APPENDIX B
THE WRITING PROCESS
6-TRAITS WRITING RUBRIC
OTEM 416 Document Management System (DMS) 62
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Appendix B
Six-Traits of Writing Rubric
Stud nt’s N m ______________________________________ Date:___________________
Facilitator:______________________Course: ____________Assignment:_________________
Instructions: This rubric will be used to evaluate all written work done by the student in
both English and Spanish. Please refer to the trait that you are evaluating (i.e., Ideas and
Content) and write the score in the appropriate box. Select the criteria per level (6=
highest, 1=lowest) that best reflects the student’s writing ability.
Refer to all the Appendix (D) sheets that describe, in detail, all the writing traits that you
are evaluating in order to complete this rubric properly.
Criteria per Level
(From Highest to Lowest)
Writing Traits 6 5 4 3 2 1
1. Ideas and Content
2. Organization
3. Voice
4. Word Choice
5. Sentence Fluency
6. Conventions
Totals (Add all the totals down, then
across to obtain the Grand Total.)
Grand
Total:
Final Score:_________________
Scoring Scale: (36-0)
Outstanding: 33-36 points = A
Very Good: 29-32 points = B
Satisfactory: 24-28 points =C
Fair: 19-23 points =D
Poor: 0-18 points = F
OTEM 416 Document Management System (DMS) 63
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Six Traits for Analytic Writing Rubrics
Trait #1: Idea and Content
Criteria per Level Source: Arizona Department of Education. AIMS Six Trait Analytic
Writing Rubric. Retrieved from https://www.ade.state.az.us/standards/6traits/
6
Th t ng s pt n lly l f us d nd nt st ng It h lds th d ’s tt nt n th ugh ut n d s st nd
out and are developed by strong support and rich details suitable to audience and purpose. The writing is characterized by
• l ty f us nd nt l
• m n d s th t st nd ut
• supp t ng l v nt fully s l t d d t ls; h n pp p te, use of resources provides strong, accurate, credible
support
• th ugh b l n d n-depth explanation/ exploration of the topic; the writing makes connections and shares insights.
• nt nt nd s l t d d t ls th t ll su t d t ud n nd purpose.
5
Th t ng s l f us d nd nt st ng It h lds th d ’s tt nt n n d s st nd ut nd d v l p d by
supporting details suitable to audience and purpose. The writing is characterized by
• l ty f us nd nt l
• main idea(s) that stand out.
• supp t ng l v nt fully s l t d d t ls; h n pp p t us f s u s p v d s st ng u t d bl
support.
• th ugh b l n d pl n t n/ pl t n f th t p ; th t ng m k s nn t ns nd shares insights.
• nt nt nd s l t d d t ls th t ll-suited to audience and purpose.
4
The writing is clear and focused. The reader can easily understand the main ideas. Support is present, although it may be
limited or rather general. The writing is characterized by
• n s ly d nt f bl pu p s
• l m n d s
• supp t ng d t ls th t l v nt but m y b v ly g n l l m t d n pl s; h n pp p t s u s us d
to provide accurate support.
• t p th t s explored/explained, although developmental details may occasionally be out of balance with the main
idea(s); some connections and insights may be present.
• nt nt nd s l t d d t ls th t l v nt but p h ps n t ns st ntly ll h s n f ud ence and purpose.
3
The reader can understand the main ideas, although they may be overly broad or simplistic, and the results may not be
effective. Supporting detail is often limited, insubstantial, overly general, or occasionally slightly off-topic. The writing is
characterized by
• n s ly d nt f bl pu p s nd m n d s
• p d t bl v ly-obvious main ideas or plot; conclusions or main points seem to echo observations heard
elsewhere.
• supp t th t s tt mpt d; but d v l pm nt l d tails that are often limited in scope, uneven, somewhat off-topic,
predictable, or overly general.
• d t ls th t m y n t b ll-grounded in credible resources; they may be based on clichés, stereotypes or questionable
sources of information.
• d ff ulties when moving from general observations to specifics.
2
Main ideas and purpose are somewhat unclear or development is attempted but minimal. The writing is characterized by
• pu p s nd m n d s th t m y qu t ns v nf n s by th der.
• m n m l d v l pm nt; nsuff nt d t ls
• l v nt d t ls th t lutt th t t
• t ns v p t t n f d t l
1
The writing lacks a central idea or purpose. The writing is characterized by
• d s th t t m ly l m t d s mply unclear.
• tt mpts t d v l pm nt th t m n m l n n-existent; the paper is too short to demonstrate the development of an
idea.
Source: Arizona Department of Education. AIMS Six Trait Analytic Writing Rubric. Retrieved
from https://www.ade.state.az.us/standards/6traits/
OTEM 416 Document Management System (DMS) 64
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Trait #2: Organization
Criteria per Level
6
The organization enhances the central idea(s) and its development. The order and structure are compelling and move the
reader through the text easily. The writing is characterized by
• ff t v p h ps t v s qu n ng; th g n t n l st u tu f ts th t p nd th t ng s sy t f ll
• st ng nv t ng b g nn ng th t d s th d n nd st ng s t sfy ng s ns f s lut n l su
• sm th ff t v transitions among all elements (sentences, paragraphs, and ideas).
• d t ls th t f t h pl d
5
The organization enhances the central idea(s) and its development. The order and structure are strong and move the reader
through the text. The writing is characterized by.
• ff t v s qu n ng; th g n t n l st u tu f ts th t p nd th t ng s sy t f ll
• n nv t ng b g nn ng th t d s th d n nd s t sfy ng s ns f s lut n l su
• sm th ff t v t ns t ns among all elements (sentences, paragraphs, and ideas).
• d t ls th t f t h pl d
4
Organization is clear and coherent. Order and structure are present, but may seem formulaic. The writing is characterized
by
• l s qu n ng
• n g n ation that may be predictable.
• gn bl d v l p d b g nn ng th t m y n t b p t ul ly nv t ng; d v l p d n lus n th t m y l k subtl ty
• b dy th t s sy t f ll th d t ls th t f t h pl d
• t ns t ns th t m y b st lted or formulaic.
• g n t n h h h lps th d d sp t s m kn ss s
3
An attempt has been made to organize the writing; however, the overall structure is inconsistent or skeletal. The writing is
characterized by
• tt mpts t s qu n ng but the order or the relationship among ideas may occasionally be unclear.
• b g nn ng nd n nd ng h h lth ugh p s nt th und v l p d t bv us g “ y t p s ” “Th s
ll th s ns th t…”
• t ns t ns th t s m t m s ork. The same few transitional devices (e.g., coordinating conjunctions, numbering, etc.)
may be overused.
• st u tu th t s sk l t l t g d
• pl m nt f d t ls th t m y n t l ys b ff t v
• g n t n h h l ps s n s m pl s but helps the reader in others.
2
The writing lacks a clear organizational structure. An occasional organizational device is discernible; however, the writing
is either difficult to follow and the reader has to reread substantial portions, or the piece is simply too short to demonstrate
organizational skills. The writing is characterized by
• s m tt mpts t s qu n ng but th d th l t nsh p m ng d s s f qu ntly un l
• m ss ng t m ly und v l p d b g nn ng b dy nd/ nd ng.
• l k f t ns t ns h n p s nt n ff t v v us d
• l k f n ff t v g n t n l st u tu
• d t ls th t s m t b nd mly pl d l v ng th d f qu ntly nfus d
1
The writing lacks coherence; organization seems haphazard and disjointed. Even after rereading, the reader remains
confused. The writing is characterized by
• l k f ff t v s qu n ng
• f lu t p v d n d nt f bl b g nn ng b dy nd/ nd ng
• l k f t ns t ns
• p ng that is consistently awkward; the reader feels either mired down in trivia or rushed along too rapidly.
• l k f g n t n h h ult m t ly bs u s d st ts th m n p nt
Source: Arizona Department of Education. AIMS Six Trait Analytic Writing Rubric. Retrieved from
https://www.ade.state.az.us/standards/6traits/
OTEM 416 Document Management System (DMS) 65
Updated 10/28/2011
Trait #3: Voice
Criteria per Level
6
The writer has chosen a voice appropriate for the topic, purpose and audience. The writer seems deeply committed to the
topic, and there is an exc pt n l s ns f “ t ng t b d ” Th t ng s p ss v ng g ng s n Th t ng
is characterized by
• n ff t v l v l f l s n ss t d st n f m th ud n g n t v sh uld h v st ng p s n l v
while an expository piece may require extensive use of outside resources and a more academic voice; nevertheless, both
should be engaging, lively, or interesting. Technical writing may require greater distance.).
• n pt n lly st ng s ns f ud n ; th ter seems to be aware of the reader and of how to communicate the
message most effectively. The reader may discern the writer behind the words and feel a sense of interaction.
• s ns th t th t p h s m t l f ; h n pp p t th t ng m y sh w originality, liveliness, honesty,
conviction, excitement, humor, or suspense.
5
The writer has chosen a voice appropriate for the topic, purpose, and audience. The writer seems committed to the topic,
nd th s s ns f “ t ng t b d ” Th iting is expressive, engaging or sincere. The writing is characterized by
• n pp p t l v l f l s n ss t d st n f m th ud n g n t v sh uld h v st ng p s n l v
while an expository piece may require extensive use of outside resources and a more academic voice; nevertheless, both
should be engaging, lively or interesting. Technical writing may require greater distance.).
• st ng s ns f ud n ; th t s ms t b f th d nd f h t mmun t the message most
effectively. The reader may discern the writer behind the words and feel a sense of interaction.
• s ns th t th t p h s m t l f ; h n pp p t th t ng m y sh g n l ty l v l n ss h n sty
conviction, excitement, humor, or suspense.
4
v s p s nt Th t d m nst t s mm tm nt t th t p nd th m y b s ns f “ t ng t b d ” In
places, the writing is expressive, engaging, or sincere. The writing is characterized by
• qu st n bl n onsistent level of closeness to or distance from the audience.
• s ns f ud n ; th t s ms t b f th d but h s n t ns st ntly mpl y d n pp p t v
The reader may glimpse the writer behind the words and feel a sense of interaction in places.
• l v l n ss s n ty hum h n pp p t ; h v t t m s th t ng m y b th n pp p t ly su l
personal, or inappropriately formal and stiff.
3
Th t ’s mm tm nt t th t p s ms n ns st nt sense of the writer may emerge at times; however, the voice is
either inappropriately personal or inappropriately impersonal. The writing is characterized by
• l m t d s ns f ud n ; th t ’s n ss f th d s un l
• n s n l sense of the writer behind the words; however, the voice may shift or disappear a line or two later and the
writing become somewhat mechanical.
• l m t d b l ty t sh ft t m bj t v v h n n ss y
2
The writing provides little sense of involvement or commitment. There is no evidence that the writer has chosen a suitable
voice. The writing is characterized by
• l ttl ng g m nt f th t ; th t ng t nds t b l g ly fl t l f l ss st ff m h n l
• v th t s l k ly to be overly informal and personal.
• l k f ud n n ss; th s l ttl s ns f " t ng t b d "
• l ttl n h nt f th t b h nd th ds Th s ly s ns f nt t n b t n d nd t
1
The writing seems to lack a sense of involvement or commitment. The writing is characterized by
• n ng g m nt f th t ; th t ng s fl t nd l f l ss
• l k f ud n n ss; th s n s ns f “ t ng t b d ”
• n h nt f th t b h nd the words. There is no sense of interaction between writer and reader; the writing does not
involve or engage the reader.
Source: Arizona Department of Education. AIMS Six Trait Analytic Writing Rubric. Retrieved from
https://www.ade.state.az.us/standards/6traits/
OTEM 416 Document Management System (DMS) 66
Updated 10/28/2011
Trait #4: Word Choice
Criteria per Level
6
Words convey the intended message in an exceptionally interesting, precise, and natural way appropriate to audience and
purpose. The writer employs a rich, broad range of words, which have been carefully chosen and thoughtfully placed for
impact. The writing is characterized by
• u t st ng sp f ds; p ful ds n g th t ng
• f sh g n l p ss n; sl ng f us d s ms pu p s ful nd s ff t v
• v bul y th t s striking and varied, but that is natural and not overdone.
• d n y ds us d n n unusu l y
• ds th t v k st ng m g s; f gu t v l ngu g m y b us d
5
Words convey the intended message in an interesting, precise, and natural way appropriate to audience and purpose. The
writer employs a broad range of words which have been carefully chosen and thoughtfully placed for impact. The writing
is characterized by
• u t sp f ds; d h s n g th t ng
• f sh v v d expression; slang, if used, seems purposeful and is effective.
• v bul y th t m y b st k ng nd v d but th t s n tu l nd n t v d n
• d n y ds us d n n unusu l y
• ds th t v k l m g s; f gu t v l ngu g m y b us d
4
Words effectively convey the intended message. The writer employs a variety of words that are functional and
appropriate to audience and purpose. The writing is characterized by
• ds th t k but d n t p t ul ly n g th t ng
• p ssion that is functional; however, slang, if used, does not seem purposeful and is not particularly effective.
• tt mpts t l ful l ngu g th t m y s n lly s m v d n
• s n l v us f t hn l l ngu g j g n
• p m nts th language; however, the writing may have some fine moments and generally avoids clichés.
3
Language is quite ordinary, lacking interest, precision and variety, or may be inappropriate to audience and purpose in
places. The writer does not employ a variety f ds p du ng s t f “g n ” p p f ll d th f m l ds nd
phrases. The writing is characterized by
• ds th t k but th t ly ptu th d ’s nt st
• p ss n th t s ms mund n nd g n l; sl ng f us d d s not seem purposeful and is not effective.
• tt mpts t l ful l ngu g th t s m v d n f d
• ds th t u t f th m st p t lth ugh m sus d ds m y s n lly pp t hn l l ngu g
jargon may be overused or inappropriately used.
• l n n l h s nd v us d p ss ns
2
Language is monotonous and/or misused, detracting from the meaning and impact. The writing is characterized by
• ds th t l l ss fl t mp s
• m n t n us p t t n v whelming reliance on worn expressions that repeatedly distract from the message.
• m g s th t fu y bs nt lt g th
1
The writing shows an extremely limited vocabulary or is so filled with misuses of words that the meaning is obscured.
Only the most general kind of message is communicated because of vague or imprecise language. The writing is
characterized by
• g n l v gu ds th t f l t mmun t
• n t m ly l m t d ng f ds
• ds th t s mply d n t f t th t t; th y seem imprecise, inadequate, or just plain wrong.
Source: Arizona Department of Education. AIMS Six Trait Analytic Writing Rubric. Retrieved from
https://www.ade.state.az.us/standards/6traits/
OTEM 416 Document Management System (DMS) 67
Updated 10/28/2011
Trait #5: Sentence Fluency
Criteria per Level
6
The writing has an effective flow and rhythm. Sentences show a high degree of craftsmanship, with consistently strong
and varied structure that makes expressive oral reading easy and enjoyable. The writing is characterized by
• n tu l flu nt s und; t gl d s l ng with one sentence flowing effortlessly into the next.
• t ns v v t n n s nt n st u tu l ngth nd b g nn ngs th t dd nt st t th t t
• s nt n st u tu th t nh n s m n ng by d ng tt nt n t k y d s nf ng l t onships among ideas.
• v d s nt n p tt ns th t t n ff t v mb n t n f p nd g
• st ng nt l v s nt n st u tu ; f gm nts f us d t ll k ll
• styl st nt l; d l gu f us d s unds n tu l
5
The writing has an easy flow and rhythm. Sentences are carefully crafted, with strong and varied structure that makes
expressive oral reading easy and enjoyable. The writing is characterized by
• n tu l flu nt s und; t gl d s l ng th n s nt n fl ng into the next.
• v t n n s nt n st u tu l ngth nd b g nn ngs th t dd nt st t th t t
• s nt n st u tu th t nh n s m n ng
• nt l v s nt n st u tu ; f gm nts f us d t ll k ll
• styl st nt l; d l gu if used sounds natural.
4
The writing flows; however, connections between phrases or sentences may be less than fluid. Sentence patterns are
somewhat varied, contributing to ease in oral reading. The writing is characterized by
• n tu l s und; th ader can move easily through the piece, although it may lack a certain rhythm and grace.
• s m p t d p tt ns f s nt n st u tu l ngth nd b g nn ngs th t m y d t t s m h t f m v ll mp t
• st ng nt l v s mpl s nt n st u tu s, but variable control over more complex sentences; fragments, if present,
are usually effective.
• s n l l ps s n styl st nt l; d l gu f us d s unds n tu l f th m st p t but m y t t m s s und st lt d
or unnatural.
3
The writing tends to be mechanical rather than fluid. Occasional awkward constructions may force the reader to slow
down or reread. The writing is characterized by
• s m p ss g s th t nv t flu d l d ng; h v th s d n t
• s m v ty n s nt n s structure, length, and beginnings, although the writer falls into repetitive sentence patterns.
• g d nt l v s mpl s nt n st u tu s but l ttl nt l v m mpl s nt n s; f gm nts f p s nt m y
not be effective.
• s nt n s h h although functional, lack energy.
• l ps s n styl st nt l; d l gu f us d m y s und st lt d unn tu l
2
The writing tends to be either choppy or rambling. Awkward constructions often force the reader to slow down or reread.
The writing is characterized by
• s gn f nt p t ns f th t t th t d ff ult t f ll d l ud
• s nt n p tt ns th t m n t n us g subj t-verb or subject-verb-object).
• s gn f nt numb f k d h ppy mbl ng nst u t ns
1
The writing is difficult to follow or to read aloud. Sentences tend to be incomplete, rambling, or very awkward. The
writing is characterized by
• t t th t d s n t nv t —and may not even permit—smooth oral reading.
• nfus ng d d th t s ften jarring and irregular.
• s nt n st u tu th t f qu ntly bs u s m n ng
• s nt n s th t d sj nt d nfus ng mbl ng
Source: Arizona Department of Education. AIMS Six Trait Analytic Writing Rubric. Retrieved from
https://www.ade.state.az.us/standards/6traits/
OTEM 416 Document Management System (DMS) 68
Updated 10/28/2011
Criteria per Level Trait #6: Conventions
6
The writing demonstrates exceptionally strong control of standard writing conventions (e.g., punctuation, spelling,
capitalization, paragraph breaks, grammar and usage) and uses them effectively to enhance communication. Errors are so
few and so minor that the reader can easily skim right over them unless specifically searching for them. The writing is
characterized by
• st ng ntrol of conventions; manipulation of conventions may occur for stylistic effect.
• st ng ff t v us f pun tu t n th t gu d s th d th ugh th t t
• t sp ll ng v n f m d ff ult ds
• p g ph b ks th t nf th g nizational structure.
• t g mm nd us g th t nt but t l ty nd styl
• sk ll n us ng d ng f nv nt ns n suff ntly l ng nd mpl p
• l ttl n n d f d t ng
5
The writing demonstrates strong control of standard writing conventions (e.g., punctuation, spelling, capitalization,
paragraph breaks, grammar and usage) and uses them effectively to enhance communication. Errors are so few and so
minor that they do not impede readability. The writing is characterized by
• st ng nt l f nv nt ns
• ff t v us f pun tu t n th t gu d s th d th ugh th t t
• t sp ll ng v n f m d ff ult ds
• p g ph b ks th t nf th g n t n l st u tu
• t p t l t n; errors, if any, are minor.
• t g mm nd us g th t nt but t l ty nd styl
• sk ll n us ng d ng f nv nt ns n suff ntly l ng nd mpl p • l ttl n d f d t ng
4
The writing demonstrates control of standard writing conventions (e.g., punctuation, spelling, capitalization, paragraph
breaks, grammar and usage). Minor errors, while perhaps noticeable, do not impede readability. The writing is
characterized by
• nt l v nv nt ns us d lth ugh de range is not demonstrated.
• t nd-of-sentence punctuation, internal punctuation may sometimes be incorrect.
• sp ll ng th t s usu lly t sp lly n mm n ds
• b s lly s und p g ph b ks th t nf th g n t n l st ucture.
• t p t l t n; s f ny m n
• s n l l ps s n t g mm nd us g ; p bl ms n t s v n ugh t d st t m n ng nfus th d
• m d t n d f d t ng
3
The writing demonstrates limited control of standard writing conventions (e.g., punctuation, spelling, capitalization,
paragraph breaks, grammar and usage). Errors begin to impede readability. The writing is characterized by
• s m nt l v b s nv nt ns; th t t m y b t s mpl to reveal mastery.
• nd-of-sentence punctuation that is usually correct; however, internal punctuation contains frequent errors.
• sp ll ng s th t d st t th d ; m ssp ll ng f mm n ds u s
• p g phs th t s m t m s un t g th begin at ineffective places.
• p t l t n s
• s n g mm nd us g th t d n t bl k m n ng but d d st t th d
• s gn f nt n d f d t ng
2
The writing demonstrates little control of standard writing conventions. Frequent, significant errors impede readability.
The writing is characterized by
• l ttl nt l v b s nv nt ns
• m ny nd-of-sentence punctuation errors; internal punctuation contains frequent errors.
• sp ll ng s th t f qu ntly d st t th reader; misspelling of common words often occurs.
• p g phs th t ft n un t g th b g n n n ff t v pl s
• p t l t n th t s n ns st nt ft n n t
• s n g mm nd us g th t nt f th d b l ty nd m n ng
• subst nt l n d f d t ng
1
Numerous errors in usage, spelling, capitalization, and punctuation repeatedly distract the reader and make the text difficult
to read. In fact, the severity and frequency of errors are so overwhelming that the reader finds it difficult to focus on the
message and must reread for meaning. The writing is characterized by
• v y l m t d sk ll n us ng nv nt ns
• b s pun tu t n n lud ng nd-of-sentence punctuation) that tends to be omitted, haphazard, or incorrect.
• f qu nt sp ll ng s th t s gn f ntly mp d b l ty
• p g ph b ks th t m y b h ghly gul s f qu nt v y s nt n th t th y b n l t n t th
organization of the text.
• p t l t n th t pp s t b nd m
• n d f t ns v d t ng
OTEM 416 Document Management System (DMS) 69
Updated 10/28/2011
Apéndice C/Appendix C
Reflective Journal
OTEM 416 Document Management System (DMS) 70
Updated 10/28/2011
Apéndice C/Appendix C
Reflective Journal
Name: _____________________________ Date: ______________________
Complete the sentences and place it in the portfolio.
My strategy to complete the assignments was:
During Workshop Two I felt...
My experience with creating media (projected or non projected, audio) has been...
OTEM 416 Document Management System (DMS) 71
Updated 10/28/2011
Diario Reflexivo
Nombre: _____________________________ Fecha: ____________________
Completa las oraciones y coloque en su portafolio.
Hasta hoy he logrado...
Durante el Taller Tres me sentí...
Mi experiencia con procesadores de palabras, hojas de trabajo y PowerPoint ha sido...
OTEM 416 Document Management System (DMS) 72
Updated 10/28/2011
Apéndice D/Appendix D
Matriz de Valoración para la Participación en Clase/Class Participation Rubric
OTEM 416 Document Management System (DMS) 73
Updated 10/28/2011
Matriz de Valoración para la Participación en Clase
NOMBRE: __________________________ NOTA FINAL _____________
FECHA: ____________________________
Asistencia y puntualidad: ______
_____ 0= Faltó a 4 o más talleres o faltó a 3 talleres y llegó tarde a 2 talleres
_____ 1= Faltó a 3 talleres o faltó a 2 talleres pero llegó tarde a tres talleres
_____ 2= Faltó a 2 talleres o faltó a 1 taller pero llego tarde a tres o más talleres
_____ 3= Faltó a 1 taller o no faltó pero llegó tarde a tres talleres
_____ 4= No faltó a los talleres pero llegó tarde a uno o dos talleres
_____ 5= No faltó ni llegó tarde a los talleres
0-No
Cumplió
1-
Deficiente
2-
Regular
3-
Bueno
4-Muy
Bueno
5-Excelente N/A-No
Aplica
CRITERIOS 0 1 2 3 4 5 N/A
1. Contribuye frecuentemente a las
discusiones en clase.
2. Demuestra interés en las discusiones en
clase.
3. Contesta preguntas del facilitador y sus
compañeros.
4. Formula preguntas pertinentes al tema de
la clase.
5. Viene preparado(a) a clase.
6. Contribuye a la clase con material e
información adicional.
7. Presenta argumentos fundamentados en
las lecturas y trabajos de la clase
8. Demuestra atención y apertura a los
puntos y argumentos de sus compañeros.
9. Contesta preguntas y planteamientos de
sus compañeros.
10. Demuestra iniciativa y creatividad en las
actividades de clase.
Comentarios: ____________________________________________________
OTEM 416 Document Management System (DMS) 74
Updated 10/28/2011
RUBRIC TO EVALUATE CLASS PARTICIPATION
NAME: __________________________ FINAL GRADE ____________
DATE: __________________________
Attendance and Punctuality: ______
_____ 0=Absent in 4 or more workshops or absent in 3 workshops and was
late in 2 workshops
_____ 1=Absent in 3 workshops or absent in 2 workshops and was late in 3
or more workshops
_____ 2=Absent in 2 workshops or absent in 1 workshops and was late in 3
or more workshops
_____ 3=Absent in 1 workshop or attended all workshops but was late in 3
workshops
_____ 4=Attended all workshops but was late in 1 or 2 workshops
_____ 5=Perfect attendance
0-Not Observed 1-Deficient 2-Average 3-Good 4-Very Good
5-Excellent N/A- Not Apply
CRITERIA 0 1 2 3 4 5 N/A
1. Contributes frequently to class
discussion.
2. Demonstrates interest in class
discussion.
3. Answers questions made by the
facilitators and classmates.
4. Asks questions pertinent to the class
subject.
5. Arrives prepared to class.
6. Contributes to class with additional
material and information.
7. Presents arguments based on class
lecture and work.
8. Demonstrates attention and opening
towards arguments from classmates.
9. Answers questions and expositions
from classmates.
10. Demonstrates initiative and creativity
in class activities.
Comments: _____________________________________________________
OTEM 416 Document Management System (DMS) 75
Updated 10/28/2011
Apéndice E/Appendix E
MATRIZ VALORATIVA EVALUACIÓN DE PRESENTACIONES ORALES/ RUBRIC TO
EVALUATE ORAL PRESENTATIONS
OTEM 416 Document Management System (DMS) 76
Updated 10/28/2011
Anejo E/Appendix E
MATRIZ VALORATIVA EVALUACIÓN DE PRESENTACIONES ORALES
NOMBRE:___________________________ NOTA FINAL:____________
FECHA:______________________ TITULO:__________________________
0-No Cumplió 1-Deficiente 2-Regular 3-Bueno 4-Muy Bueno 5-Excelente N/A-No Aplica
CRITERIOS 0 1 2 3 4 5 N/A
1. Realiza una introducción efectiva del tema.
2. Identifica el propósito, los objetivos e ideas
principales que se incluyen en la presentación.
3. Proyección efectiva, postura corporal adecuada,
y manejo de la audiencia.
4. Las ideas y argumentos de la presentación están
bien fundamentados en los recursos presentados,
consultados o discutidos en clase.
5. Capta la atención e interés de la audiencia y/o
promueve su participación, según aplique.
6. El resumen de los puntos principales y/o la
presentación de las conclusiones es claro y
apropiado.
7. Uso efectivo de la tecnología, ayudas visuales,
drama o ejercicios de acuerdo al ejercicio y el
tema presentado, según aplique
LENGUAJE
8. Se utiliza un lenguaje apropiado con corrección
sintáctica y gramatical.
9. Dicción clara, sin muletillas o barbarismos y
tono adecuado.
10. La presentación es organizada y coherente y
puede seguirse con facilidad.
Comentarios:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________
OTEM 416 Document Management System (DMS) 77
Updated 10/28/2011
RUBRIC TO EVALUATE ORAL PRESENTATIONS
NAME:__________________________ FINAL GRADE: ___________________
DATE:____________________________ TITLE: ________________________
0-NOT OBSERVED 1-DEFICIENT 2-AVERAGE 3-GOOD 4-VERY GOOD 5-
EXCELLENT N/A-NOT APPLY
CRITERIA 0 1 2 3 4 5 N/A
1. Performs an effective introduction of the
theme to be discussed.
2. Identifies purpose, objectives and principal
ideas included in the presentation.
3. Effective projection, adequate body posture
and audience management.
4. The presentation ideas and arguments are
based in sources presented, consulted or
discussed in class.
5. Captures audience attention and interest
and/or promotes participation, depending on
which applies.
6. The summary of principal points and/or the
presentation of conclusions are clear and
appropriate.
7. Effective use of technology, visual aids,
drama or exercises depending on the theme
or exercise presented.
LANGUAGE
8 Utilized appropriate language with
syntactical and grammatical correction.
9 Clear diction, without pet phrases,
barbarisms and with adequate tone.
10 Presentation is organized, coherent and can
be easily followed.
Comments:
______________________________________________________________________________
______________________________________________________________________
OTEM 416 Document Management System (DMS) 78
Updated 10/28/2011
Apéndice F/Appendix F
Gráfica KWL/ KWL Chart
OTEM 416 Document Management System (DMS) 79
Updated 10/28/2011
KWL Chart
K
What you know/lo que
sabes
W
What you want to learn/lo
que quieres saber
L
What you learned/lo que
aprendiste