Local Instruction Theories as Means of Support for Teachers in Reform Mathematics Education

This article focuses on a form of instructional design that is deemed fitting for reform mathematics education. Reform mathematics education requires instruction that helps students in developing their current ways of reasoning into more sophisticated ways of mathematical reasoning. This implies that there has to be ample room for teachers to adjust their instruction to the students' thinking. But, the point of departure is that if justice is to be done to the input of the students and their ideas built on, a well-founded plan is needed. Design research on an instructional sequence on addition and subtraction up to 100 is taken as an instance to elucidate how the theory for realistic mathematics education (RME) can be used to develop a local instruction theory that can function as such a plan. Instead of offering an instructional sequence that “works,” the objective of design research is to offer teachers an empirically grounded theory on how a certain set of instructional activities can work. The example of addition and subtraction up to 100 is used to clarify how a local instruction theory informs teachers about learning goals, instructional activities, student thinking and learning, and the role of tools and imagery.     

Local Instruction Theories as Means of Support for Teachers in Reform Mathematics Education

This article focuses on a form of instructional design that is deemed fitting for reform mathematics education. Reform mathematics education requires instruction that helps students in developing their current ways of reasoning into more sophisticated ways of mathematical reasoning. This implies that there has to be ample room for teachers to adjust their instruction to the students' thinking. But, the point of departure is that if justice is to be done to the input of the students and their ideas built on, a well-founded plan is needed. Design research on an instructional sequence on addition and subtraction up to 100 is taken as an instance to elucidate how the theory for realistic mathematics education (RME) can be used to develop a local instruction theory that can function as such a plan. Instead of offering an instructional sequence that "works," the objective of design research is to offer teachers an empirically grounded theory on how a certain set of instructional activities can work. The example of addition and subtraction up to 100 is used to clarify how a local instruction theory informs teachers about learning goals, instructional activities, student thinking and learning, and the role of tools and imagery.     

Emergent modeling: discrete graphs to support the understanding of change and velocity

In this paper we focus on an instructional sequence that aims at supporting students in their learning of the basic principles of rate of change and velocity. The conjectured process of teaching and learning is supposed to ensure that the mathematical and physical concepts will be rooted in students’ understanding of everyday-life situations. Students’ inventions are supported by carefully planned activities and tools that fit their reasoning. The central design heuristic of the instructional sequence is emergent modeling. We created an educational setting in three tenth grade classrooms to investigate students’ learning with this sequence. The design research is carried out in order to contribute to a local instruction theory on calculus. Classroom events and computer activities are video-taped, group work is audio-taped and student materials are collected. Qualitative analyses show that with the emergent modeling approach, the basic principles of calculus can be developed from students’ reasoning on motion, when they are supported by discrete graphs.     

Defining as a mathematical activity: A framework for characterizing progress from informal to more formal ways of reasoning

The purpose of this paper is to further the notion of defining as a mathematical activity by elaborating a framework that structures the role of defining in student progress from informal to more formal ways of reasoning. The framework is the result of a retrospective account of a significant learning experience that occurred in an undergraduate geometry course. The framework integrates the instructional design theory of Realistic Mathematics Education (RME) and distinctions between concept image and concept definition and offers other researchers and instructional designers a structured way to analyze or plan for the role of defining in students’ mathematical progress.     

Students’ emergent articulations of uncertainty while making informal statistical inferences

Research on informal statistical inference has so far paid little attention to the development of students?? expressions of uncertainty in reasoning from samples. This paper studies students?? articulations of uncertainty when engaged in informal inferential reasoning. Using data from a design experiment in Israeli Grade 5 (aged 10?C11) inquiry-based classrooms, we focus on two groups of students working with TinkerPlots on investigations with growing sample size. From our analysis, it appears that this design, especially prediction tasks, helped in promoting the students?? probabilistic language. Initially, the students oscillated between certainty-only (deterministic) and uncertainty-only (relativistic) statements. As they engaged further in their inquiries, they came to talk in more sophisticated ways with increasing awareness of what is at stake, using what can be seen as buds of probabilistic language. Attending to students?? emerging articulations of uncertainty in making judgments about patterns and trends in data may provide an opportunity to develop more sophisticated understandings of statistical inference.     

Backward Transfer: An Investigation of the Influence of Quadratic Functions Instruction on Students’ Prior Ways of Reasoning About Linear Functions

The transfer of learning has been the subject of much scientific inquiry in the social sciences. However, mathematics education research has given little attention to a subclass called backward transfer, which is when learning about new concepts influences learners’ ways of reasoning about previously encountered concepts. This study examined when and in what ways a quadratic functions instructional unit productively influenced middle school students’ ways of reasoning about linear functions. Results showed that students’ ways of reasoning about essential properties of linear functions were productively influenced. Furthermore, conceptual connections were identified linking changes in students’ ways of reasoning about linear functions to what they learned during the quadratics unit. These findings suggest that it is possible to productively influence learners’ ways of reasoning about previously learned-about concepts in significant respects while teaching them new material and that backward transfer offers promise as a new focus for mathematics education research.     

Locating starting points in differential equations: a realistic mathematics education approach

The paper reports on ongoing developmental research efforts to adapt the instructional design perspective of Realistic Mathematics Education (RME) to the learning and teaching of collegiate mathematics, using differential equations as a specific case. This report focuses on the RME design heuristic of guided reinvention as a means to locate a starting point for an instructional sequence for first-order differential equations and highlights the cyclical process instructional design and analysis of student learning. The instance of starting with a rate of change equation as an experientially real mathematical context is taken as a case for illustrating how university students might experience the creation of mathematical ideas. In particular, it is shown how three students came to reason conceptually about rate and in the process, develop their own informal Euler method for approximating solution functions to differential equations.     

Backward transfer influences from quadratic functions instruction on students’ prior ways of covariational reasoning about linear functions

The study reported in this article examined the ways in which new mathematics learning influences students’ prior ways of reasoning. We conceptualize this kind of influence as a form of transfer of learning called backward transfer. The focus of our study was on students’ covariational reasoning about linear functions before and after they participated in a multi-lesson instructional unit on quadratic functions. The subjects were 57 students from two authentic algebra classrooms at two local high schools. Qualitative analysis suggested that quadratic functions instruction did influence students’ covariational reasoning in terms of the number of quantities and the level of covariational reasoning they reasoned with. These results further the field’s understanding of backward transfer and could inform how to better support students’ abilities to engage in covariational reasoning.     

Ways in which engaging with someone else’s reasoning is productive

Classrooms which involve students in mathematical discourse are becoming ever more prominent for the simple reason that they have been shown to support student learning and affinity for content. While support for outcomes has been shown, less is known about how or why such strategies benefit students. In this paper, we report on one such finding: namely that when students engage with another’s reasoning, as necessitated by interactive conversation, it supports their own conceptual growth and change. This qualitative analysis of 10 university students provides insight into what engaging with another’s reasoning entails and suggests that higher levels of engagement support higher levels of conceptual growth. We conclude with implications for instructional practice and future research.     

Leveraging interdiscursivity to support elementary students in bridging the empirical-deductive gap: the case of parity

Research has recognized deductive reasoning as challenging but not impossible for young mathematics learners. In this paper, we present a learning environment developed to assist elementary-school students to bridge the empirical-deductive gap in the context of parity of numbers. Using the commognitive framework, we construe the empirical-deductive gap as part of a broader divide between two discourses that abide by different rules of a “mathematical game”: a discourse on specific numbers and a discourse on numeric patterns. Interdiscursivity is leveraged as a mechanism for instructional design, where students’ familiar routines with specific numbers are teased out and advanced to make sense in the new discourse. We mobilize this mechanism to create opportunities for students to play an active role in recognizing issues with empirical reasoning and generating deductive arguments to establish the validity of universal statements. The environment is illustrated with a small group of 8-year-olds who learned to justify deductively that “odd + odd = even”.     

Recursive and explicit rules: How can we build student algebraic understanding?

Differing perspectives have been offered about student use of recursive and explicit rules. These include: (a) promoting the use of explicit rules over the use of recursive rules, and (b) encouraging student use of both recursive and explicit rules. This study sought to explore students’ use of recursive and explicit rules by examining the reasoning of 25 sixth-grade students, including a focus on four target students, as they approached tasks in which they were required to develop generalizations while using computer spreadsheets as an instructional tool. The results demonstrate the difficulty that students had moving from the successful use of recursive rules toward explicit rules. In particular, two students abandoned general reasoning, instead focusing on particular values in an attempt to construct explicit rules. It is recommended that students be encouraged to connect recursive and explicit rules as a potential means for constructing successful generalizations.     

Evaluating and Improving a Learning Trajectory for Linear Measurement in Elementary Grades 2 and 3: A Longitudinal Study

We examined children's development of strategic and conceptual knowledge for linear measurement. We conducted teaching experiments with eight students in grades 2 and 3, based on our hypothetical learning trajectory for length to check its coherence and to strengthen the domain-specific model for learning and teaching. We checked the hierarchical structure of the trajectory by generating formative instructional task loops with each student and examining the consistency between our predictions and students' ways of reasoning. We found that attending to intervals as countable units was not an adequate instructional support for progress into the Consistent Length Measurer level; rather, students must integrate spaces, hash marks, and number labels on rulers all at once. The findings have implications for teaching measure-related topics, delineating a typical developmental transition from inconsistent to consistent counting strategies for length measuring. We present the revised trajectory and recommend steps to extend and validate the trajectory.     

Progressive, classical or balanced— A look at mathematical learning environments in Swiss-German lower-secondary schools

In a national supplement to TIMSS, lower-secondary school teachers (N=102) and their students (N=975) reported on mathematics instruction by means of a teacher questionnaire (teaching-learning methods, instructional sub-goals, facilitated student activities, achievement assessment, teacher role) and a student questionnaire (teachers' instructional proficiency, classroom climate). A cluster analysis performed on the ratings of teaching-learning methods yielded a solution with three clusters referred to as progressive, classical, and balanced learning environment. Cluster-related differences in facilitated student activities, achievement evaluation and preferred teacher role were found but not in instructional sub-goals. Students from different learning environments equally approved teachers' instructional proficiency and classroom climate and also had similar TIMSS mathematics scores. The results of this study provide empirical evidence that in addition to classical teacher-centered learning environments there seem to exist more diversified and studentcentered learning environments that address the needs for students to direct their own learning, communicate and work with others, and develop ways of dealing with complex problems. In line with the research literature it was also found that high mathematics achievement is not restricted to a certain type of learning environment.     

Validating proofs and counterexamples across content domains: Practices of importance for mathematics majors

Validating proofs and counterexamples across content domains is considered vital practices for undergraduate students to advance their mathematical reasoning and knowledge. To date, not enough is known about the ways mathematics majors determine the validity of arguments in the domains of algebra, analysis, geometry, and number theory—the domains that are central to many mathematics courses. This study reported how 16 mathematics majors, including eight specializing in secondary mathematics education, who had completed more proof-based courses than transition-to-proof classes evaluated various arguments. The results suggest that the students use one of the following strategies in proof and counterexample validation: (1) examination of the argument's structure and (2) line-by-line checking with informal deductive reasoning, example-based reasoning, experience-based reasoning, and informal deductive and example-based reasoning. Most students tended to examine all steps of the argument with informal deductive reasoning across various tasks, suggesting that this approach might be problem dependent. Even though all participating students had taken more proof-related mathematics courses, it is surprising that many of them did not recognize global-structure or line-by-line content-based flaws presented in the argument.     

Simon’s team’s contributions to scientific progress in mathematics education: A commentary on the Learning Through Activity (LTA) research program

I discuss two ways in which the Learning Through Activity (LTA) research program contributes to scientific progress in mathematics education: (a) providing general and content-specific constructs to explain conceptual learning and instructional design that corroborate and/or elaborate on previous work and (b) raising new questions/issues. The general constructs include using instructional design as testable models of learning and using theoretical constructs to guide real-time, instructional adaptations. In this sense, the general constructs promote understanding of linkages between conceptual learning and instruction in mathematics. The concept-specific constructs consist of empirically-grounded, hypothetical learning trajectories (HLTs) for fractional and multiplicative reasoning. Each HLT consists of specific, intended conceptual changes and tasks that can bring them forth. Questions raised for me by the LTA work involve inconsistencies between the stance on learning and reported teaching-learning interactions that effectively led to students’ abstraction of the intended mathematical concepts.     

Reinforcing key combinatorial ideas in a computational setting: A case of encoding outcomes in computer programming

Counting problems are difficult for students to solve, and there is a perennial need to investigate ways to help students solve counting problems successfully. One promising avenue for students’ successful counting is for them to think judiciously about how they encode outcomes – that is, how they symbolize and represent the outcomes they are trying to count. We provide a detailed case study of two students as they encoded outcomes in their work on several related counting problems within a computational setting. We highlight the role that a computational environment may have played in this encoding activity. We illustrate ways in which by-hand work and computer programming worked together to facilitate the students’ successful encoding activity. This case demonstrates ways in which the activity of computation seemed to interact with by-hand work to facilitate sophisticated encoding of outcomes.     

Sequence limits in calculus: using design research and building on intuition to support instruction

This article is based on research completed within an ongoing project to develop a calculus course which serves as the foundation for the mathematical education of undergraduate students who are training to become elementary teachers. Several research-based activities have been developed, tested, and refined. In this paper we discuss how the design research approach was used to create and implement an instructional task that introduces the concept of limit of a sequence using popular characters from a children’s television show. We present the intuition that students brought to the instructional sequence, the development of the tasks based on the instructional design theory of Realistic Mathematics Education, and the evolution of the intuition that students displayed after instruction. Results include the instructional task developed and student work which reveals that students use context, informal notions of limit, and the notion of “arbitrarily close” to write about their limit understandings.     

Seeking mathematics success for college students: a randomized field trial of an adapted approach

Many students enter the Canadian college system with insufficient mathematical ability and leave the system with little improvement. Those students who enter with poor mathematics ability typically take a developmental mathematics course as their first and possibly only mathematics course. The educational experiences that comprise a developmental mathematics course vary widely and are, too often, ineffective at improving students’ ability. This trend is concerning, since low mathematics ability is known to be related to lower rates of success in subsequent courses. To date, little attention has been paid to the selection of an instructional approach to consistently apply across developmental mathematics courses. Prior research suggests that an appropriate instructional method would involve explicit instruction and practising mathematical procedures linked to a mathematical concept. This study reports on a randomized field trial of a developmental mathematics approach at a college in Ontario, Canada. The new approach is an adaptation of the JUMP Math program, an explicit instruction method designed for primary and secondary school curriculae, to the college learning environment. In this study, a subset of courses was assigned to JUMP Math and the remainder was taught in the same style as in the previous years. We found consistent, modest improvement in the JUMP Math sections compared to the non-JUMP sections, after accounting for potential covariates. The findings from this randomized field trial, along with prior research on effective education for developmental mathematics students, suggest that JUMP Math is a promising way to improve college student outcomes.     

Exploring a structure for mathematics lessons that initiate learning by activating cognition on challenging tasks

While there is widespread agreement on the importance of incorporating problem solving and reasoning into mathematics classrooms, there is limited specific advice on how this can best happen. This is a report of an aspect of a project that is examining the opportunities and constraints in initiating learning by posing challenging mathematics tasks intended to prompt problem solving and reasoning to students, not only to activate their thinking but also to develop an orientation to persistence. Data were sought from teachers and students in middle primary classes (students aged 8–10 years) via online surveys. One lesson focusing on the concept of equivalence is described in detail although mention is made of other lessons. The research questions focused on the teachers’ reactions to the lesson structure and the specifics of the implementation in a particular school. The results indicate that student learning is facilitated by the particular lesson structure. This article reports on the implementation of this lesson structure and also on the finding that students’ responses to the lessons can be used to inform subsequent learning experiences.