Instrumenting Mathematical Activity: Reflections on Key Studies of the Educational Use of Computer Algebra Systems

This paper examines the process through which students learn to make functional use of computer algebra systems (CAS), and the interaction between that process and the wider mathematical development of students. The result of ‘instrumentalising‘ a device to become a mathematical tool and correspondingly ‘instrumenting’ mathematical activity through use of that tool is not only to extend students' mathematical technique but to shape their sense of the mathematical entities involved. These ideas have been developed within a French programme of research – as reported by Artigue in this issue of the journal – which has explored the integration of CAS – typically in the form of symbolic calculators – into the everyday practice of mathematics classrooms. The French research –influenced by socio-psychological theorisation of the development of conceptual systems- seeks to take account of the cultural and cognitive facets of these issues, noting how mathematical norms – or their absence – shape the mental schemes which students form as they appropriate CAS as tools. Instrumenting graphic and symbolic reasoning through using CAS influences the range and form of the tasks and techniques experienced by students, and so the resources available for more explicit codification and theorisation of such reasoning. This illuminates an influential North American study– conducted by Heid – which French researchers have seen as taking a contrasting view of the part played by technical activity in developing conceptual understanding. Reconsidered from this perspective, it appears that while teaching approaches which ‘resequence skills and concepts’ indeed defer – and diminish –attention to routinised skills, the tasks introduced in their place depend on another –albeit less strongly codified – system of techniques, supporting more extensive and active theorisation. The French research high lights important challenges which arise in instrumenting classroom mathematical activity and correspondingly instrumentalising CAS. In particular, it reveals fundamental constraints on human-machine interaction which may limit the capacity of the present generation of CAS to scaffold the mathematical thinking and learning of students. This revised version was published online in July 2006 with corrections to the Cover Date.     

Constructing Knowledge Via a Peer Interaction in a CAS Environment with Tasks Designed from a Task–Technique–Theory Perspective

Our research project aimed at understanding the complexity of the construction of knowledge in a CAS environment. Basing our work on the French instrumental approach, in particular the Task–Technique–Theory (T–T–T) theoretical frame as adapted from Chevallard’s Anthropological Theory of Didactics, we were mindful that a careful task design process was needed in order to promote in students rich and meaningful learning. In this paper, we explore further Lagrange’s (2000) conjecture that the learning of techniques can foster conceptual understanding by investigating at close range the task-based activity of a pair of 10th grade students—activity that illustrates the ways in which the use of symbolic calculators along with appropriate tasks can stimulate the emergence of epistemic actions within technique-oriented algebraic activity.     

Symbol sense with a symbolic-graphical system: a story in three rounds

The paper consists of a trilogy of high-school teachers solving an algebraic problem while learning to use a Computer Algebra System (CAS) in 1995, 1998, and 2001. The different approaches the teachers used and the ways the symbolic-graphical software influenced their solution process are discussed in terms of theoretical views on “symbol sense,” and regarding the notion of “instrumentation” developed among the CAS-in-education community. Two epistemological perspectives of symbol sense that were involved in the creation of instrumentation schemes were identified: (a) awareness of the special ways that the CAS software utilizes (makes sense of) symbols in algebraic manipulations and in implicit plotting, and (b) the need to make explicit the algebraic interpretations of sophisticated graphs in relation to the context of the problem. Consequently, the instrumentation schemes led to the development of advanced symbol sense.     

Integrating technology into mathematics teaching at the university level

The emergence of new computing technologies in the second half of the twentieth century brought about new potentials and promised the rapid transformation of the teaching and learning of mathematics. However, despite the vast investments in technology resources for schools and universities, the realities of schooling and the complexities of technology-equipped environments resulted in a much slower integration process than was predicted in the 1980s. Hence researchers, together with teachers and mathematicians, began examining and reflecting on various aspects of technology-assisted teaching and learning and on the causes of slow technology integration. Studies highlighted that as technology becomes increasingly available in schools, teachers’ beliefs and conceptions about technology use in teaching are key factors for understanding the slowness of technology integration. In this paper, I outline the shift of research focus from learning and technology environment-related issues to teachers’ beliefs and conceptions. In addition, I highlight that over the past two decades a considerable imbalance has developed in favour of school-level research against university-level research. However, several changes in universities, such as students declining mathematical preparedness and demands from other sciences and employers, necessitate closer attention to university-level research. Thus, I outline some results of my study that aimed to reflect on the paucity of research and examined the current extend of technology use, particularly Computer Algebra Systems (CAS) at universities, mathematicians’ views about the role of CAS in tertiary mathematics teaching, and the factors influencing technology integration. I argue that due to mathematicians’ extensive use of CAS in their research and teaching, documenting their teaching practices and carrying out research at this level would not only be beneficial at the university level but also contribute to our understanding of technology integration at all levels.     

Students' attitude towards computer algebra systems (CAS) and their choice of using CAS in problem-solving

We explore students choice of using computer algebra systems (CAS) in problem-solving relative to their self-reported attitude towards learning mathematics with CAS. Our research design is a case study of nine Norwegian upper-secondary mathematics students with a wide range of attitude towards CAS. Our findings on routine problems indicate that (1) students use CAS whenever students perceive the problem as time-consuming regardless of their attitude towards CAS, and (2) students attitude affects their use of CAS whenever students perceive the problem as non-time-consuming. Norway, among other countries, has implemented CAS as an essential digital resource towards learning mathematics in upper-secondary school. Our discussion focuses on the implications of our findings have on local mathematics educators and national policy-makers.     

Issues in theorizing mathematics learning and teaching: A contrast between learning through activity and DNR research programs

By continuing a contrast with the DNR research program, begun in Harel and Koichu (2010), I discuss several important issues with respect to teaching and learning mathematics that have emerged from our research program which studies learning that occurs through students’ mathematical activity and indicate issues of complementarity between DNR and our research program. I make distinctions about what we mean by inquiring into the mechanisms of conceptual learning and how it differs from work that elucidates steps in the development of a mathematical concept. I argue that the construct of disequilibrium is neither necessary nor sufficient to explain mathematics conceptual learning. I describe an emerging approach to instruction aimed at particular mathematical understandings that fosters reinvention of mathematical concepts without depending on students’ success solving novel problems.     

Appropriate use of a CAS in the teaching and learning of mathematics

If the use of a computer algebra system (CAS) is to be meaningful and have an impact on students, then it must be grounded in good pedagogy and have some clearly defined goals. It is the authors' belief that an important goal for teaching mathematics with the CAS is that courses be designed so that students can become active participants in their learning experience, planning the problem-solving strategies and carrying them out. The CAS becomes an important tool and a partner in this learning process. To this end, here the authors' have linked the use of the CAS to an existing classification scheme for Mathematical Tasks, called the MATH Taxonomy, and illustrated, through concrete examples, how the goals of teaching and learning of mathematics can be set using this classification together with the CAS.     

Mathematics Education & Digital Technologies: Facing the Challenge of Networking European Research Teams

This paper introduces the IJCML Special Issue dedicated to digital technologies and mathematics education and, in particular, to the work performed by the European Research Team TELMA (Technology Enhanced Learning in Mathematics). TELMA was one of the initiatives of the Kaleidoscope Network of Excellence established by the European Community (IST-507838—2003–2007) to promote the joint elaboration of concepts and methods for exploring the future of learning with digital technologies. TELMA addressed the problem of fragmentation of theoretical frameworks in the research field of mathematics education with digital technologies and developed a methodology based on the in field cross-experimentation of educational digital environments for maths. Six European research teams engaged in cross-experimentation in classrooms as a means to begin to develop a common language and to analyse the intertwined influence played, both explicitly and implicitly, by different contextual characteristics and theoretical frames assumed as reference by the diverse teams participating in the initiative.     

Traditional instruction in advanced mathematics courses: a case study of one professor’s lectures and proofs in an introductory real analysis course

It is widely accepted by mathematics educators and mathematicians that most proof-oriented university mathematics courses are taught in a “definition-theorem-proof” format. However, there are relatively few empirical studies on what takes place during this instruction, why this instruction is used, and how it affects students’ learning. In this paper, I investigate these issues by examining a case study of one professor using this type of instruction in an introductory real analysis course. I first describe the professor’s actions in the classroom and argue that these actions are the result of the professor’s beliefs about mathematics, students, and education, as well as his knowledge of the material being covered. I then illustrate how the professor’s teaching style influenced the way that his students attempted to learn the material. Finally, I discuss the implications that the reported data have on mathematics education research.     

Research, practice, uncertainty and responsibility

Three issues concerning the relationship between research and practice are addressed. (1) A certain ‘prototype mathematics classroom’ seems to dominate the research field, which in many cases seems selective with respect to what practices to address. I suggest challenging the dominance of the discourse created around the prototype mathematics classroom. (2) I find it important to broaden the school-centred discourse on mathematics education and to address the very different out-of-school practices that include mathematics. Many of these practices are relevant for interpreting what is taking place in a school context. That brings us to (3) socio-political issues of mathematics education. When the different school-sites for learning mathematics as well as the many different practices that include mathematics are related, we enter the socio-political dimension of mathematics education.On the one hand we must consider questions like: Could socio-political discrimination be acted out through mathematics education? Could mathematics education exercise a regimentation and disciplining of students? Could it include discrimination in terms of language? Could it include sexism and racism? On the other hand: Could mathematics education bring about competencies which can be described as empowering, and as supporting the development of mathematical literary or a ‘mathemacy’, important for the development of critical citizenship?However, there is no hope for identifying a one-way route to mathemacy. More generally: There is no simple way of identifying the socio-political functions of mathematics education. Mathematics education has to face uncertainty, and this challenge brings us to the notion of responsibility.     

Equity in mathematics education: unions and intersections of feminist and social justice literature

Traditional models of gender equity incorporating deficit frameworks and creating norms based on male experiences have been challenged by models emphasizing the social construction of gender and positing that women may come to know things in different ways from men. This paper draws on the latter form of feminist theory while treating gender equity in mathematics as intimately interconnected with equity issues by social class and ethnicity. I integrate feminist and social justice literature in mathematics education and argue that to secure a transformative, sustainable impact on equity, we must treat mathematics as an integral component of a larger system producing educated citizens. I argue the need for a mathematics education with tri-fold support for mathematical literacy, critical literacy, and community literacy. Respectively, emphases are on mathematics, social critique, and community relations and actions. Currently, the integration of these three literacies is extremely limited in mathematics.     

Research,Reform, and Equity in U.S. Mathematics Education

This article discusses mathematics education research in relation to equity and current U.S. reforms. Although mathematics education researchers and reformers give attention to equity, work in this area tends to ignore relevant social and cultural issues. I begin by surveying articles on equity published in recent, mainstream education journals, highlighting the lack of attention given to social class and ethnicity. I discuss the implications of this limited research base. Specifically, I argue that current mathematics education reforms have been shaped by good intentions and existing research, neither of which offers adequate guidance to address the complexities of equity in mathematics classrooms today. Drawing from a study of social class differences in students' experiences in one reform-oriented classroom, I discuss the challenges and dilemmas inherent in sociocultural approaches to research in mathematics education and their potential contributions. I call for research from a sociocultural perspective, focusing on ways in which students from underrepresented groups can struggle when encountering particular instructional approaches, and ways in which teachers and students are able to address such struggles.     

Reasoning-and-Proving in School Mathematics Textbooks

Despite widespread agreement that the activity of reasoning-and-proving should be central to all students' mathematical experiences, many students face serious difficulties with this activity. Mathematics textbooks can play an important role in students' opportunities to engage in reasoning-and-proving: research suggests that many decisions that teachers make about what tasks to implement in their classrooms and when and how to implement them are mediated by the textbooks they use. Yet, little is known about how reasoning-and-proving is promoted in school mathematics textbooks. In this article, I present an analytic/methodological approach for the examination of the opportunities designed in mathematics textbooks for students to engage in reasoning-and-proving. In addition, I exemplify the utility of the approach in an examination of a strategically selected American mathematics textbook series. I use the findings from this examination as a context to discuss issues of textbook design in the domain of reasoning-and-proving that pertain to any textbook series.     

Interacting Parallel Constructions of Knowledge in a CAS Context

We consider the influence of a CAS context on a learner’s process of constructing a justification for the bifurcations in a logistic dynamical process. We describe how instrumentation led to cognitive constructions and how the roles of the learner and the CAS intertwine, especially close to the branching and combining of constructing actions. The CAS has a major influence on parallel constructions after branching and it facilitates combining. Hence, the CAS has the upper hand near branching points but the learner has the upper hand near combining points.     

Geometric dissections now swing and twist

Conclusion  With their visual and kinetic appeal, hinged dissections and their design techniques will continue to play a role in mathematical recreation and education. They also invite substantive research in mathematics and computer science. Hinges are the simplest of linkages, permitting only relative rotation between connected pieces; with hingeability we address issues of transformation of objects which have wider relevance. In addition to the problem of generality discussed briefly in the introduction, there is the search for algorithms: procedures for determining whether a given dissection is hingeable, and for finding effectively a plan of motion that carries the hinged pieces from one of the figures to the other.     

Research, Reform, and Equity in U.S. Mathematics Education

This article discusses mathematics education research in relation to equity and current U.S. reforms. Although mathematics education researchers and reformers give attention to equity, work in this area tends to ignore relevant social and cultural issues. I begin by surveying articles on equity published in recent, mainstream education journals, highlighting the lack of attention given to social class and ethnicity. I discuss the implications of this limited research base. Specifically, I argue that current mathematics education reforms have been shaped by good intentions and existing research, neither of which offers adequate guidance to address the complexities of equity in mathematics classrooms today. Drawing from a study of social class differences in students' experiences in one reform-oriented classroom, I discuss the challenges and dilemmas inherent in sociocultural approaches to research in mathematics education and their potential contributions. I call for research from a sociocultural perspective, focusing on ways in which students from underrepresented groups can struggle when encountering particular instructional approaches, and ways in which teachers and students are able to address such struggles.     

Assessment of teacher knowledge across countries: a review of the state of research

This review presents an overview of research on the assessment of mathematics teachers’ knowledge as one of the most important parameters of the quality of mathematics teaching in school. Its focus is on comparative and international studies that allow for analyzing the cultural dimensions of teacher knowledge. First, important conceptual frameworks underlying comparative studies of mathematics teachers’ knowledge are summarized. Then, key instruments designed to assess the content knowledge and pedagogical content knowledge of future and practicing mathematics teachers in different countries are described. Core results from comparative and international studies are documented, including what we know about factors influencing the development of teacher knowledge and how the knowledge is related to teacher performance and student achievement. Finally, we discuss the challenges connected to cross-country assessments of teacher knowledge and we point to future research prospects.     

On the role of computers and complementary situations for gendering in mathematics classrooms

My study is about the (de)gendering effects of computers on mathematical teaching and learning. I approach the issue by directing attention to the possible intertwining of participants’ relationships to mathematics or computers with their relationships to gender in classroom interaction. According to my analysis, the constitution of gender-neutral relationships to mathematics and computers is subtly interspersed with gendered forms. They emerge from certain conducive situations, and are about mathematically unspecific program manipulations. Thus, findings do not indicate the further gendering of mathematics but the gendering of technology. However, computer algebra systems (CAS) seem to minimize the effects.     

“Do we teach subjects or students?” Analyzing science and mathematics teacher conversations about issues of equity in the classroom

Teachers involved in a Master's level course in diversity participated in virtual, synchronous, anonymized discussions around issues of ethnic and racial diversity, gender, and stereotypes that could impact their students’ participation in fields related to science, technology, engineering, and mathematics (STEM). Guided by theoretical frameworks from Social Cognitive Career Theory (SCCT) and Critical Race Theory (CRT), a convenience sample of 14 science and mathematics teachers participated in a series of virtual chats using open‐ended questioning and facilitated by two university instructors. Using conversation and critical discourse analyses, three primary themes emerged: understanding of issues related to stereotypes, encouragement of females and minorities to pursue careers in STEM, and the place for diversity discussions in science and mathematics classrooms. The teachers felt burdened by curricular and administrative constraints that inhibit their ability to participate in thought‐provoking critical conversations. The paper concludes with a discussion of ways teachers can assist in the STEM career identity development of their underrepresented females and students of color and calls for research that combines the key findings in SCCT and CRT to build confidence and capacity for teachers to effectively confront issues of racism, sexism, and stereotyping in science and mathematics classrooms.