Google   
educationforallinindia.com schoolreportcards.in education.nic.in
   

 

 

 

 

Indicators of Educational Development: Concept and Definitions

 

Arun C. Mehta

  

 

·        INTRODUCTION

·        DIAGNOSIS OF THE EXISTING SITUATION

·        THE PRESENT ARTICLE

·        THE INDICATOR

·        TYPES OF STATISTICS

 

 

INTRODUCTION

 

                To achieve the goal of `Education for All' envisaged in the National Policy on Education (1986) and its Revised Policy Formulations (1992), proper planning and effective implementation is required.  Generally planning exercises are initiated at two levels, micro and macro levels of planning. In micro planning, plans are prepared at sub‑national level, such as, institution, village, block and district level, whereas macro plans are developed at the level which is just above the sub‑national level i.e. state and national level.  At the district level, blocks, villages and educational institutions are units of micro planning but at the state level, district is an unit of micro planning. In India, barring a few states, educational planning is carried‑out at the state level, which do not ensure adequate participation of functionaries working at grassroots level.  Of late, National Policy on Education (NPE, 1986 & 1992) and Eighth Plan envisaged disagregated target setting at least at the district level, which is also one of the major objectives of a number of projects and programmes currently under implementation in different parts of the country. Such programmes are IDA assisted District Primary Education Programme (DPEP), ODA assisted Andhra Pradesh Primary Education Project, UNICEF assisted Bihar Education Project (now under the ambit of DPEP), World Bank sponsored Basic Education Project in Uttar Pradesh (also under DPEP) and SIDA assisted Shiksha Karmi and Lok Jumbish projects in Rajasthan among of which the scope and coverage of DPEP is much more wider than other programmes of similar nature.  The programme was first initiated in the year 1993 in 43 districts of seven states, namely, Assam, Haryana, Madhya Pradesh, Karnataka, Kerala, Tamil Nadu and Maharashtra. At present, the programme is under implementation in about 150 districts of fifteen states.  Therefore, development of district plan at the district and lower levels with emphasis on participative planning is of recent origin.

 

 

DIAGNOSIS OF THE EXISTING SITUATION

 

                 There are different stages of planning but diagnosis of the educational development is one of the most important stages of planning. It is taking stock of the present situation with particular reference to different objectives and goal of `Education For All' in general and `Universalisation of Elementary Education' in particular.    One of the other main objectives of the diagnosis is to understand district and its sub‑units with reference to educational development that has taken place in the recent past.  Generally, cross‑sectional data for analysing existing situation and time‑series information for capturing trend is required, period of which depends upon the nature of a variable, which is to be extrapolated.  The next important question is the level at which information need to be collected which depends upon the basic unit of planning. 

 

            Universal access to educational facilities is one of the important components of `Educational for All’; hence a variety of information relating to population of a village & habitation is required, so that school mapping exercises are undertaken. Exercises based on school mapping play an important role to decide location of a new school or whether an existing school is to be upgraded or closed down. Thus, number of villages distributed according to different population slabs is required so that opening of school in a habitation is linked to existing norms.  In case of hilly and desert areas, the population norm of 300 is generally relaxed and lowered down.  Habitations served by schooling facilities and whether they are available within habitation or a walking distance of one and three kilometers along with the total number of habitations in a district is also required, so as to assess the existing situation with reference to universal access. Similarly, percentage of rural population served by schooling facilities can also be used as an indicator of access, which should be linked to school mapping exercises. Similarly, information relating to adult learning and non‑formal education centers is required which should be analysed in relation to number of illiterates, out‑of‑school children and child workers.

 

            Once the indicator of access is analysed, the next variable on which information is required is number of institutions. Within the institutions, the first important variable is availability of infrastructure in a school and its utilisation.  Information relating to buildings, playgrounds and other ancillary facilities, such as, drinking water, electricity and toilets need to be collected and analysed. In other words, complete information relating to scheme of Operation Blackboard (MHRD, 1987) with reference to its implementation; adequacy, timely supply and utilisation need to be collected.   Similarly, information relating to number of classrooms and their utilisation, class‑size, number of schools distributed according to class‑sizes and number of sections is also required which can be used in institutional planning related exercises.

 

            Enrolment is the next important variable on which detailed information is required. Both aggregate and grade‑wise enrolment together with number of repeaters over a period of time needs to be collected separately for boys & girls, Scheduled Caste and Scheduled Tribe population, rural & urban areas and for all the blocks and villages of a district. The enrolment together with corresponding age‑specific population can be used to compute indicators of coverage, such as, Entry Rate, Net and Gross Enrolment Ratio, Age‑specific Enrolment Ratio and indicators of efficiency.   Similarly, detailed information on number of teachers distributed according to age, qualifications, experience and subjects along with income and expenditure data is also required for critical analysis, so that optimum utilisation of the existing resources is ensured.

 

             From the basic information, a variety of indicators can be generated which can be of immense help to understand a district and its sub‑units with particular reference to its demographic structure.  It is not only the past and present information that is required but for proper and reliable educational planning, information on a few variables is also required in future. If the emphasis of planning exercises is on disaggregated target setting, then the entire set of statistics would have to be collected both at micro and macro levels of planning.  The POA (1992) identified poor urban slum communities, family labour, working children, seasonal labour, construction workers, land‑less agricultural labour, forest dwellers, resident of remote and isolated hamlets as some of the target groups.  Thus, information on these groups also need to be collected, if considerable size of a group(s) is concentrated in a district or its sub‑units.

 

            It is not that all the data required for planning is available but information on a good number of variables may not be available.  Generally, secondary sources are explored for diagnosis of the existing situation but for the variables, which are not available, primary data need to be collected. For example, age‑grade matrix is one such variable that is not readily available at the micro level but plays an important role in setting‑out-disaggregated targets. Hence, age‑grade matrix and other variables of similar nature is required for which sample surveys at the local level needs to be conducted and data generated.  So far as the sources of data are concerned, Census publications for demographic and publications of State Education Department may be explored for educational data but the same may or may not be available in detail as required in the planning exercises.  However, state‑wise information is available on most of the variables from the publications of the Department of Education, Ministry of Human Resource Development (MHRD) but latest publications are not available.  For information relating to infrastructure, access, ancillary facilities and age‑grade matrix, NCERT publications may be explored but that is available only at a few points of time.

 

            A variety of information relating to both general and educational scenario need to be collected.  Information, such as on, geography, irrigation, transportation, industry and administrative structure is required, so as to prepare a general scenario of the existing infrastructure available in a district and its sub‑units.  So far as the educational variables are concerned, required information can be grouped under information relating to demography, literacy and education sectors. Under the demographic variables, total population and its age and sex distribution separately in rural and urban areas need to be first collected. Apart from the total population, age‑specific population in different age groups is also required. For programmes relating to primary and elementary education, population of age‑groups 6‑10,  11‑13  and 6‑13 years and for adult literacy and continuing education programmes, population of  age‑group 15‑35 years is required. Similarly, single‑age population  (age `6') is an another important variable on which information needs to be collected. In addition, information on a few vital indicators, such as, expectation of life at birth, mortality (death) rates in different age‑groups, fertility (birth) rate and  sex ratio at birth is required so that the same can be used to project future population. For adult literacy and continuing education programmes, number of literate and illiterates in different age groups is required which should be linked to population in different age groups

 

.           As soon as the diagnosis exercise is over, the next stage of planning needs review of past plans, policies and programmes implemented in the district with respect to its objectives, strategies and major achievements. It would be useful, if similar programmes are undertaken in future. (Mehta, 1997a).  Generally, these programmes are related to promotion of education of Scheduled Caste and Scheduled Tribe, Girls and Total Literacy Campaigns. Reasons of failures and success of a particular programme need to be thoroughly analysed.  If need be, the existing programme with or without modifications can be continued which should be followed by setting up of the targets on different indicators.

 

 

THE PRESENT ARTICLE

 

            The variables identified for both general and educational scenarios cannot be used in its original form to draw inferences.  Therefore, once the basic set of information is collected and complied, the next important step is to analyse data so as to derive meaningful indicators. The derived indicators are used to analyse different aspects of educational planning with particular reference to goal of ‘Education for All’ and can also serve as a decision support tool.  Therefore, in the present article, the concept of an indicator and the methodology on which it is constructed is demonstrated by taking actual data at the all‑India level.  If information on a particular variable is not available from the official sources, other agencies, like NCERT are explored and indicators computed.  The indicators obtained are interpreted and its implications on the goal of ‘Education For All’ are also examined.  In addition, the concept of an indicator and different types of statistics, such as, primary and secondary data, cross‑section and time‑series data and institution and stage‑wise data has also been discussed in length. More specifically, indicators on the following aspects of planning is constructed, developed and analysed :

 

            (a) Coverage of Educational System

 

            (b) Internal Efficiency of Education System and

 

            (c) Quality of Services and its Utilisation.

 

            Indicators on the above aspects can answer a variety of questions.  System's level of development, accessibility and children taking advantage of educational facilities are some of the questions, which relate to coverage of an education system.  Thus, simple indicators like, enrolment ratio, entry rate, out‑of‑school and additional children need to enrol have been discussed. The next set of questions relates to internal efficiency of education system.  Information on number of children who enter into the system and complete an education cycle, those who dropout from the system in between and number of children who reach to the next higher level can be obtained, if indicators of efficiency are computed.  For this purpose, methods like, Apparent Cohort Method, Reconstructed Cohort Method and True Cohort Method have been discussed and indicators computed at the state and all‑India level.  Similarly inequalities in the system, if any, can be detected and disadvantage group(s) be identified with the help of indicators of efficiency.  The last set of questions relates to resources provided to education and how they contribute to the quality of educational services and whether resources being used in the most effective way possible, all of which answered efficiently, if indicators for disaggregated target groups are available. Time Utilisation Rate, Space Utilisation Rate, indicator of average audience in a class etc. are discussed under the group of quality of educational services and utilisation indicators.

 

THE INDICATOR

 

To understand what an indicator is and other questions of similar nature, let us first define an indicator itself.  An indicator is that which points out or directs attention to something (Oxford Dictionary).  According to Jonstone (1981), indicator should be something giving a broad indication of the state of the situation being investigated.   The most common use of indicators is to examine the relative state of development of different systems accomplished over a period of time in a specified field of human concern (Prakash, Mehta and Zaidi, 1995).  For example, primary enrolment of two districts do not produce any information but the same, if linked to corresponding age‑specific population, can be used to compare the status of primary education. In our day‑to‑day life we also come across various indicators which can be classified into three broad categories, namely, input, process and output indicators.  Various process control machines, such as, videocassette recorder, automatic milk booths and automatic weighing machines are some of the examples of these indicators.  However, in the field of education, the classification of indicators under different categories is not an easy task. Generally, we view education as a system, which receives inputs in the form of new entrants, transforms these inputs through certain internal processes, and finally yields certain outputs in the form of graduates. The output from a given cycle of education is defined as those students who complete the cycle successfully and the input used up in the processes of education are measured in terms of student years.  These indicators can further be classified into four categories, namely, indicators of Size or Quantity, Equity, Efficiency and Quality, some of which are presented in Box 1.

 

TYPES OF STATISTICS

 

            Before the concept and definition of a variety of indicators is presented, first the basic terms like, primary and secondary data, stage and institution‑wise data and stock and flow statistics is differentiated.

 

 

 (i) Primary and Secondary Data

 

            When information is first time collected, it is termed as primary data otherwise it is known as secondary data. Primary data is generally scattered in files, registers and  records so as to collect it either  from the concerned institutions or  even can be collected from

 

 

 

BOX 1

 

Selected Indicators of Educational Development

 

I

Size

II

Equity

III

Efficiency

IV

Quality

Enrolment Ratio

- Over-all Enrolment Ratio

- Gross Enrolment Ratio

- Net Enrolment Ratio

- Age-specific Enrolment Ratio

-Teacher-pupil Ratio

- Admission Rate

- Institutional: Pupil Ratio

- InstitutionTeacher Ratio

- Population Sex Ratio

 

Coefficient of Equality between

- Scheduled Castes

- Scheduled Tribes

- Male/Female

- Rural/Urban Population

 

Flow Rates

- Promotion Rate

- Drop-out Rate

- Repetition Rate

 

Internal Efficiency

- Wastage Ratio

- Input/Output Ratio

- Transition Rate

 

- Examination Results

- Percentage of students selected for national talent Search examination

- Percentage of students qualified for IAS & other examinations

- Percentage of students selected for CSIR/UGC fellowships/national testing etc.

 

 

the sampling unit, such as, a teacher, school and  student. The primary data is generally termed as raw which has no use to planners and decision making authorities, as it do not serve as a tool of decision support system.  The information thus collected is processed, analysed and tabulated with the help of statistical indicators, so that it becomes derived information.  Simple statistics, such as, averages, index numbers and growth rates can be used to generate derived data.  The derived information in the form of indicators can also be used to analyse present status of educational facilities and its utilisation.   At the micro level, just before beginning of an academic session, village survey is conducted.  Generally, primary information on number of children in a specific age group and those who are out‑of‑school is collected which is an example of primary data. On the other hand secondary data generally lie in publications, which is readily available for use.  Literacy rates during 1901‑91 that can be obtained from the Census publications is an example of secondary data.

 

(ii) Cross-sectional and Time‑Series Data

 

            Generally two types of statistics, namely cross‑section and time‑series information is available.  If information is available at a single point of time, it is known as cross‑sectional data.  For example, state‑wise literacy rates and its male and female distribution in 1991 is an example of cross‑sectional data. Cross‑sectional data is also known as stock statistics.  Stock statistics do not have flow of information and whatever is available that restrict to only a single point of time.  On the other hand, information available on more than two points of time is known as time‑series information, which is also known as flow statistics.  In flow statistics, there is a flow of information from one time period to another time period. State‑wise number of teachers during 1984‑85 to 1994‑95 is an example of time‑series data.  Similarly, grade‑wise enrolment in 1991 is an example of stock statistics but if the same is also available for 1992, it becomes flow statistics.  While analysing educational development, both types of statistics is needed.  For projecting enrolment, we need enrolment over a period of time whereas for analysing present status of educational development, cross‑sectional data is required.

 

(iii) Institution and Stage‑wise Data

 

            The third type of statistics generally we deal with is institution‑wise and stage‑wise information both of which can be cross‑sectional and/or time‑series in nature.  For example, stage‑wise enrolment at the primary level includes all children those who are currently in primary classes irrespective of schools. Thus, while collecting stage‑wise information, enrolment irrespective of schools is considered. This means that primary stage enrolment includes enrolment in primary, middle, high and secondary schools.  Otherwise, if consider enrolment in a particular type of school, it is termed as institution‑wise enrolment.  Thus, enrolment in primary classes in primary schools is an example of institution‑wise data.  In fact, a large number of children are in primary classes who are otherwise not in primary schools but are in middle and other higher levels of school education. Box 2 presents educational pattern in different States & UTs, which reveals that two types of patterns are in existence. In some states, primary level consists of Grades I‑V but in other states, it is Grades I‑IV.  Similar is the case with middle and secondary levels of education.  However irrespective of state patterns, the data disseminated in case of most of the publications covered Grades I‑V at the primary and VI‑VIII at the middle level.

 

BOX 2

Educational Pattern in States & UTs STAGE

 

STAGE

State/UT

Primary

Middle

Secondary

 

 

 

 

Andhra Pradesh

I‑V

VI‑VII

VIII‑X

Assam

I‑IV

V‑VII

VIII‑X

Gujarat

I‑IV

V‑VII

VIII‑X

Goa

I‑IV

V‑VII

VIII‑X

Haryana

I‑IV

V‑VII

VIII‑X

Karnataka

I‑IV

V‑VII

VIII‑X

Kerala

I‑IV

V‑VII

VIII‑X

Maharashtra

I‑IV

V‑VII

VIII‑X

Meghalaya

I‑IV

V‑VIII

IX‑X

Mizoram

I‑IV

V‑VII

VIII‑X 

Nagaland

I‑IV

V‑VIII

IX‑XII

D & N Haveli

I‑IV

V‑VII

VIII‑X

Lakshadweep

I‑IV

V‑VII

VIII‑X

Note  :  All other States & UTs have Grades I‑V and VI‑VIII  corresponding to Primary and Middle levels of education.

Source  :  Annual Report: 1994‑95, MHRD, New Delhi.

 

INDICATORS OF ACCESS (COVERAGE)

 

            In order to know whether the existing schooling facilities are equally available to  clientele population/area/region or not, indicators of access are used.  These indicators are also used to know whether schooling facilities are adequately utilised or not, because availability of school within a habitation or a walking distance need not guarantee that the entire clientele is utilising the facilities.  While analysing accessibility, a number of indicators, such as, distance from the house, mode of travel and time need to reach schools are generally been used.  While analysing, distance to travel to reach school, norms prescribed in policy can always be used.  Generally, a primary school is supposed to be available within one kilometer from the habitation and a middle school within three kilometers.  In India, habitations are treated as lowest unit of planning where schooling facilities should be available.  Habitations are also known as cluster, which are below village level consisting of about ten houses.  Thus, number of habitations having primary schooling facilities within a habitation and/or a walking distance is considered as an indicator of access, which if links to rural population, may generate more meaningful information.  Thus, the second indicator of access one should consider is percentage of rural population served by the schooling facilities.  For example about 94 percent of the total habitations in the country had schooling facilities either within the habitation or a walking distance of one kilometer which means that only six percent habitations were out of reach of schooling facilities.  Similarly, about 95 per cent of the total population is being served by the schooling facilities which means that only a small segment of population is not accessible to schooling facilities.  While developing plans at the micro level, the two indicators presented above should be computed separately for all of its sub-units.  The identification of a habitation where schooling facilities are yet to be provided should be based on school mapping exercises referred above.

 

 

MEASURING THE EDUCATIONAL ACCESS

 

            By measuring educational access, we mean interaction between demand and supply.  Demand and supply in education means children of a specific age group utilising the educational facilities, which is termed as supply.  Broadly, indicators of measuring educational access are the indicators of coverage.  The following indicators of access are discussed in the present article:

 

            (i)         Admission Rate

 

            (ii)        Enrolment Ratio and

 

            (iii)       Transition Rate.

 

(i) Admission Rate

 

            The first important indicator of educational access is Admission Rate which is also known as Entry or Intake Rate.  Admission rate plays an important role to know coverage of child population (age 6’) in an education system, which is important to both policy makers and planners.  When enrolment is analysed, we notice two types of children in Grade I i.e. new entrants and repeaters.  But while computing the admission rate, only present members of cohort (new entrants, in Grade I are considered and repeaters are ignored, as they are members of some previous cohort.  A cohort is simply a group element (children) moving together from one grade to another and from one time period to another.  In some cases we may also have new entrants in other grades too, in situation like this we assume that their number is negligible.  The admission rate plays an important role to know status of a district with respect to other districts of the state and can also be computed separately for boys & girls, rural and urban areas and Scheduled Castes & Scheduled Tribes population.  The admission rate can be used to identify educationally backward blocks & districts, so that specific strategies are formed. As mentioned, admission rate also plays a significant role in enrolment projections and forms the basis of future enrolment in Grade II to VIII in subsequent years.

 

            The computation procedure of Admission Rate is presented below:

 

                                                            New Entrants in Grade “I”

Apparent Admission Rate         =                                                                      X 100              (1)

                                                            Population of Age “6” Year

 

 

                                                            New Entrants of Age `6' in Grade "I"

Age‑specific Admission Rate    =                                                                                  X 100  (2)

                                                            Population of Age "6" Year

 

            The admission rate presented above indicate that Apparent Admission Rate consider new entrants in Grade I irrespective of ages which means children above and below age `6' are  included in enrolment which may in some cases resulted into rate more than hundred. That is why the rate is known as Gross Admission Rate which is considered a crude indicator of access and may not present the true picture of the coverage.  If considered total enrolment (Grade I) instead of new entrants, the corresponding rate is known is Gross Admission Rate which again is a crude indicator.   Therefore, Age‑specific Admission Rate is computed which is considered better than the gross entry rate.  Age‑specific admission rate cannot cross hundred because of its consideration of new entrants of age `6' in Grade I which means children of below and above age `6' are excluded from Grade I enrolment.  This rate has serious policy implications and unless brought to hundred, the goal of UPE cannot be realised.  Apart from the admission rate presented above, Cohort Admission Rate is last in the series which watch movement of a particular members of a cohort over several consecutive years and account for the member of cohort who successfully sooner or later enter school (Kapoor, n.d.)  but due to limited data which is available on Grade I enrolment, the same cannot be computed at any level.

 

            In 1990‑91, total enrolment in Grade I was reported 27.06 million including those of 1.23 million repeaters of previous cohort.  The population of age `6’ officially entitled to get admission in Grade I was 20.98 million.  Let us first compute Gross Admission Rate by using the following formula:

 

 

                                    Total Grade "I" Enrolment

   G.A.R           =                                                            X 100                                                (3)

                                    Population of Age "6"

 

                                     27.06 million

                        =                                              X 100

                                    20.98 million

 

                        =          128.98 %

 

The computation of Apparent Admission Rate needs new entrants in Grade I which can be obtained by subtracting repeaters from the enrolment i.e. 27.06 ‑ 1.23  = 25.83 million.

 

                                                                        25.83 million

Thus, Apparent Admission Rate            =                                              X 100

                                                                        20.98 million

 

                                                            =          123.10 % .

 

The next rate, we compute below is Age‑specific Admission Rate which requires new entrants of age `6' in Grade I which is readily not available from any of the regular sources.  If we assume, 19.23 million children in Grade I of  age `6', then the Age‑specific Admission Rate is computed as follows:

                                    19.23

                        =                      X 100

                                    20.98

 

                        =          91.66 %

 

 

which indicates that about 92 per cent population of age‑6 were admitted in schools or a little more than 8 per cent were otherwise out‑of‑school in the year 1990‑91.  For some of the other cohorts, admission rate at the all‑India level is computed which is presented in Table 1 (Mehta 1993a & 1995a).  The table reveals that a large number of children enter education system every year but it remains to see how many of them retain in the system.  Further, it has been noticed that a large number of over‑age and under‑age children are also included in Grade I enrolment which makes the statistic more than hundred.  Due to limitations in data, the net admission rate presented above couldn't be computed.

 

Enrolment Ratio is the next indicator of coverage that is presented below.

 

Table 1

 

Apparent Admission Rate: All India

(1984‑85 to 1990‑91)

                                                                                           (Figures in Percentage)

 

Year

Apparent

Admission

Rate

Gross Admission

 

Boys

Girls

Total

Rate (Total)

1984‑85

145.75

106.88

126.77

132.35

1985‑86

154.19

113.00

134.10

140.58

1986‑87

132.34

102.91

118.00

123.45

1987‑88

133.82

104.10

119.35

124.89

1988‑89

140.80

106.10

123.90

133.73

1989‑90

123.70

96.60

110.50

112.65

1990‑91

137.00

108.20

123.10

128.98

Note    :  Due to over‑age and under‑age  children, the rate comes  out more than 100 per cent.

Source :  Mehta, Arun C. (1995a).

 

 

(ii)  Enrolment Ratio: Concept, Definitions and Limitations

 

            Enrolment Ratio is simply division of enrolment by population, which gives extent to which the education system is meeting the needs of child population.  Two questions may crop‑up, first enrolment of which level and second, population of what age group.  Before we present definition of enrolment ratio, let us first examine the position of different States & UTs with reference to enrolment ratio at primary and middle levels of education.   It has been observed that in many of our states, the enrolment ratio  at the primary level is more than 100 per cent (currently 105 per cent at the national level, Table 2) and on the other hand in some states like Bihar (76%), Rajasthan (91%) and  Uttar Pradesh (89%); the enrolment ratio is less than hundred.  Further, it has been observed that at the middle level, except for Himachal Pradesh,  Kerala, Mizoram, Lakshadweep, Pondicherry and Tamil Nadu, none of the states have enrolment ratio more than hundred per cent which shows the quantum of drop‑outs from one stage to another and incidence of over‑age and under‑age children. It has also been noticed that in some of the smaller States & UTs, such as, Goa, Dadar and Nagar Haveli, Manipur, Mizoram, Sikkim, Lakshadweep and Pondicherry where the base population (age‑specific) is small, only slight over‑reporting of enrolment  and over‑age and under‑age children dramatically change the enrolment ratio (Table 3).  In orde