Recent advances in mathematics textbook research and development: an overview

The paper departs from research published in an earlier thematic issue published by ZDM Mathematics Education in 2013 on mathematics textbook research and development by presenting a review of the literature in other languages and including books. Overall, the paper provides a brief overview of the more recent development of research in this area since then. The paper argues that mathematics textbooks as a theme of research have continued to receive rapidly growing attention internationally by opening to new developments such as electronic resources, historical reflections and international comparisons.     

The State of Proof in Finnish and Swedish Mathematics Textbooks—Capturing Differences in Approaches to Upper-Secondary Integral Calculus

Students’ difficulties with proof, scholars’ calls for proof to be a consistent part of K-12 mathematics, and the extensive use of textbooks in mathematics classrooms motivate investigations on how proof-related items are addressed in mathematics textbooks. We contribute to textbook research by focusing on opportunities to learn proof-related reasoning in integral calculus, a key subject in transitioning from secondary to tertiary education. We analyze expository sections and nearly 2000 students’ exercises in the four most frequently used Finnish and Swedish textbook series. Results indicate that Finnish textbooks offer more opportunities for learning proof than do Swedish textbooks. Proofs are also more visible in Finnish textbooks than in Swedish materials, but the tasks in the latter reflect a higher variation in nature of proof-related reasoning. Our results are compared with methodologically similar U.S. studies. Consequences for learning and transition to university mathematics, as well as directions for future research, are discussed.     

Mathematics textbooks and their use in English, French and German classrooms:

After a through review of the relevant literature in terms of textbook analysis and mathematics teachers' user of textbooks in school contexts, this paper reports on selected and early findings from a study of mathematics textbooks and their use in English, French and German mathematics classrooms at lower secondary level. The research reviewed in the literature section raises important questions about textbooks as representations of the curriculum and about their role as a link between curriculum and pedagogy. Teachers, in tunr, appear to exercise control over the curriculum as it is enacted by using texts in the service of their own perceptions of teaching and learning. The second and main part of the paper analyses the ways in which textbooks vary and are used by teachers in classroom contexts and how this influences the culture of the mathematics classroom. The findings of the research demonstrate that classroom cultures are shaped by at least two factors: teachers' pedagogic principles in their immediate school and classroom context; and a system's educational and cultural traditions as they develop over time. It is argued that mathematics classroom cultures need to be understood in terms of a wider cultural and systemic context, in order for shared understandings, principles and meanings to be established, whether for promotion of classroom reform or simply for developing a better understanding of this vital component of the mathematics education process.     

Renewing textbooks to align with reformed curriculum in former colonies: Ugandan school mathematics textbooks

Several nations have reformed both their mathematics pedagogy and curriculum. The remaining challenge is to review teaching and learning resources to support the renewed pedagogy and curriculum. This paper responds to the following question: what pedagogy and curriculum are depicted in textbooks used in Uganda? Ugandan textbooks were analyzed in terms of mathematics content structure and genre, and presentation of written and non-written voice and looks (appearance). Whereas certain Ugandan mathematics textbooks used the narrative form and others chose to eliminate the use of extensive text, these textbooks include common characteristics such as spiral coverage of mathematics content. A few strides toward reform pedagogy, such as use of contexts familiar to learners in development of rules and concepts, were evinced among selected Uganda textbooks. More strides are needed in revising a majority of textbooks to align with the renewed curricula on certain aspects including integrating learning tools—digital and non-digital—within the textbook resources. A critical reflection on curriculum renewals adopted from other countries is needed when designing textbooks to match these renewals.     

A Comparative Analysis of the Addition and Subtraction of Fractions in Textbooks from Three Countries

In this paper, we report on a comparison of the treatment of addition and subtraction of fractions in primary mathematics textbooks used in Cyprus, Ireland, and Taiwan. To this end, we use a framework specifically developed to investigate the learning opportunities afforded by the textbooks, particularly with respect to the presentation of the content and the textbook expectations as manifested in the associated tasks. We found several similarities and differences among the textbooks regarding the topics included and their sequencing, the constructs of fractions, the worked examples, the cognitive demands of the tasks, and the types of responses required of students. The findings emphasized the need to examine textbooks in order to understand differences in instruction and achievement across countries. Indeed, we postulate that within a given country there may exist a recognizable “textbook signature.” We also draw on the results and the challenges inherent in our analysis to provide suggestions and directions for future textbook analysis studies.     

The structures of German mathematics textbooks

From a socio-cultural perspective it is argued that the modality of artefacts has, structuring effects on the activities in which the artefact is involved. The mathematics textbook is an artefact that has a major influence on the activity of learning mathematics. Against this setting, the structures of the units in German mathematics textbooks for different grades and ability levels have been analysed. Firstly, the different structural elements have been examined with regard to: characteristics in terms of content; linguistic characteristics; visual characteristics; their pedagogical functions within the learning process; and situative conditions. Secondly, the orders of the structural elements within the units of the different textbooks have been compared. The findings reveal that the structure of the units is very similar in different mathematics textbooks. The units are not only composed of analogous structural elements, but these elements are also arranged in almost the same sequence. In order to develop a deeper understanding of these findings the structure of the units has been compared to the influential learning theories of J. F. Herbart and H. Roth. On this basis it is argued that the structure of the units seems to reflect the phases of idealised learning processes in general. The issue is raised if this is an appropriate structure in order to provide opportunities to learn mathematics.     

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.     

The development of school mathematics textbooks in China since 1950

This paper provides an account of the development of school mathematics textbooks in China since 1950, the year following the founding of the People’s Republic. This development can be divided into several major periods consisting of (a) translating and modifying textbooks from the Soviet Union, (b) writing and editing unified textbooks, and (c) developing multiple versions of textbooks under curriculum standards that emphasize students’ personal development. Over the last 60 years, there have been many changes in the structure and content of developed textbooks; textbooks from each period exhibit their own characteristics which relate to specific political and cultural conditions. The debates on reform of compilation principles and of textbook structure and content still intertwine within the development of school mathematics textbooks. This development has resulted in the launching of a cross-national comparative study on mathematics textbooks in China which is intended to promote the development of mathematics textbooks considering cross-national perspectives.     

Conceptualizing and organizing content for teaching and learning in selected Chinese, Japanese and US mathematics textbooks: the case of fraction division

In this study, selected Chinese, Japanese and US mathematics textbooks were examined in terms of their ways of conceptualizing and organizing content for the teaching and learning of fraction division. Three Chinese mathematics textbook series, three Japanese textbook series, and four US textbook series were selected and examined to locate the content instruction of fraction division. Textbook organization of fraction division and other content topics were described. Further analyses were then conducted to specify how the content topic of fraction division was conceptualized and introduced. Specific attention was also given to the textbooks’ uses of content constructs including examples, representations, and exercise problems in order to show their approaches for the teaching and learning of fraction division. The results provide a glimpse of the metaphors of mathematics teaching and learning that have been employed in Chinese, Japanese, and US textbooks. In particular, the results from the textbook analyses demonstrate how conceptual underpinnings were developed while targeting procedures and operations. Implications of the study are then discussed.     

Approach to mathematics in textbooks at tertiary level – exploring authors’ views about their texts

The aim of this article is to present and discuss some results from an inquiry into mathematics textbooks authors’ visions about their texts and approaches they choose when new concepts are introduced. Authors’ responses are discussed in relation to results about students’ difficulties with approaching calculus reported by previous research. A questionnaire has been designed and sent to seven authors of the most used calculus textbooks in Norway and four authors have responded. The responses show that the authors mainly view teaching in terms of transmission so they focus mainly on getting the mathematical content correct and ‘clear’. The dominant view is that the textbook is intended to help the students to learn by explaining and clarifying. The authors prefer the approach to introduce new concepts based on the traditional way of perceiving mathematics as a system of definitions, examples and exercises. The results of this study may enhance our understanding of the role of the textbook at tertiary level. They may also form a foundation for further research.     

Reading mathematics for understanding—From novice to expert

As students progress through the college mathematics curriculum, enter graduate school and eventually become practicing mathematicians, reading mathematics textbooks and journal articles appears to become easier and leads to increased proficiency and understanding. This study was designed to begin to understand how mathematically more advanced readers read for understanding in mathematical exposition as it appears in textbooks compared to first-year undergraduate students. Three faculty members and three graduate students participated in this study and read from a first-year graduate textbook in an area of mathematics unfamiliar to each of them. The observed reading strategies of these more mathematically advanced readers are compared to observed reading strategies of first-year undergraduate students from an earlier study. The reading methods of the faculty level mathematicians were all quite similar and were markedly different from those that have been identified for undergraduate students, as well as from those used by the graduate students in this study. A Mathematics Reading Framework is proposed based on this study and previous research documenting the strategies that first-year undergraduate students use for reading exposition in their mathematics textbooks.     

Approaches and practices in developing school mathematics textbooks in China

In this study, we aim to examine and discuss approaches and practices in developing mathematics textbooks in China, with a special focus on the development of secondary school mathematics textbook in the context of recent school mathematics reform. Textbook development in China has its own history. This study reveals some common practices and approaches developed and used in selecting, presenting and organizing content in mathematics textbooks over the years. With the recent curriculum reform taking place in China, we also discuss some new developments in compiling and publishing high school mathematics textbooks. Implications obtained from Chinese practices in textbook development are then discussed in a broad context.     

Studying textbooks in an information age—a United States perspective

This paper discusses issues centered around three topics related to studying textbooks in an information age. First considered are the multiple roles of textbooks, from a source of content and questions to a vehicle for changing the curriculum. Second are some of the lessons we have learned from studies comparing student performance with different textbooks within the United States, including the recognition that a common test given to students using two different curricula cannot cover the differences between the curricula and still be fair to all the students. Third is the consideration of textbooks as a delivery system and their comparison with electronic delivery of curriculum, including a discussion of the overt nature of textbooks as compared to the covert nature of electronic systems. We distinguish this use of electronic devices from the use of computers and calculators to do mathematics. Finally, predictions are given regarding the future of textbooks in an age of electronic delivery systems. The perspective of this paper is from the United States and based on the author’s four decades of experience directing studies of instruction and student performance with different mathematics textbooks.     

Opportunity to learn problem solving in Dutch primary school mathematics textbooks

In the Netherlands, mathematics textbooks are a decisive influence on the enacted curriculum. About a decade ago, Dutch primary school mathematics textbooks provided hardly any opportunities to learn problem solving. In this study we investigated whether this provision has changed. In order to do so, we carried out a textbook analysis in which we established to what degree current textbooks provide non-routine problem-solving tasks for which students do not immediately have a particular solution strategy at their disposal. We also analyzed to what degree textbooks provide ‘gray-area’ tasks, which are not really non-routine problems, but are also not straightforwardly solvable. In addition, we inventoried other ways in which present textbooks facilitate the opportunity to learn problem solving. Finally, we researched how inclusive these textbooks are with respect to offering opportunities to learn problem solving for students with varying mathematical abilities. The results of our study show that the opportunities that the currently most widely used Dutch textbooks offer to learn problem solving are very limited, and these opportunities are mainly offered in materials meant for more able students. In this regard, Dutch mainstream textbooks have not changed compared to the situation a decade ago. A textbook that is the Dutch edition of a Singapore mathematics textbook stands out in offering the highest number of problem-solving tasks, and in offering these in the materials meant for all students. However, in the ways this textbook facilitates the opportunity to learn problem solving, sometimes a tension occurs concerning the creative character of genuine problem solving.     

Interpretations of National Curricula: the case of geometry in textbooks from England and Japan

This paper reports on how the geometry component of the National Curricula for mathematics in Japan and in one selected country of the UK, specifically England, is interpreted in school mathematics textbooks from major publishers sampled from each country. The findings we report identify features of geometry, and approaches to geometry teaching and learning, that are found in a sample of textbooks aimed at students in Grade 8 (aged 13–14). Our analysis raises two issues which are widely recognised as very important in mathematics education: the teaching of mathematical reasoning and proof, and the teaching of problem-solving. In terms of the teaching of mathematical reasoning and proof, our evidence indicates that this is dispersed in the textbook in England while it is concentrated in geometry in the textbook in Japan. In terms of the teaching of mathematical problem-solving and modeling, our analysis shows that it is more concentrated in the textbook from England, and rather more dispersed in the textbook from Japan. These findings indicate how important it is to consider ways in which these issues can be carefully designed in the geometry sections of future textbooks.     

A comparative analysis of linear functions in Korean and American standards-based secondary textbooks

This paper compares sections on functions and linear functions from two Korean textbooks and an American standards-based textbook (University of Chicago School Mathematics Project [UCSMP] Algebra) to understand differences and similarities among these textbooks through horizontal and vertical analyses. We found that these textbooks provide different opportunities to learn (OTL). UCSMP Algebra places strong emphasis on real-life applications of linear functions rather than on pure mathematics and mathematical algorithms. Also, compared to Korean textbooks, UCSMP Algebra offers more OTL for students to solve, explain, and reason about higher level cognitively demanding mathematics problems than Korean secondary textbooks. Contradictory results, compared to previous studies about East Asian mathematics textbooks indicate the need for further study to compare secondary textbooks from more East Asian countries. Also, with the results of this study, we need to understand the results of international assessments more carefully.     

The quality of non-textual elements in mathematics textbooks: an exploratory comparison between South Korea and the United States

As an exploratory investigation, this study aims to analyze non-textual elements in some Korean and US mathematics textbooks using a conceptual framework whose components include accuracy, connectivity, contextuality, and conciseness. By analyzing three US textbooks and three Korean ones, the study not only shows patterns in the use of non-textual elements in mathematics textbooks in different contexts but also provides insights into how to assess the quality of non-textual elements in mathematics textbooks, which I hope will contribute to the provision of more meaningful and productive learning opportunities to school children. Overall, the results from this study show that there is significant difference across topics and textbooks, which implies different opportunities to learn through non-textual elements. This study makes a unique contribution to the conceptualization of non-textual elements in mathematics education and has implications for textbook analysis and curriculum development.     

How well aligned are common core textbooks to students’ development in area measurement?

Among dozens of factors that influence mathematics teaching in the elementary classroom, textbooks endure as a significant contributor to the conversation. While teachers have many considerations while lesson planning, the textbook often forms an important launch point in determining what to include in lessons and how to do so. It follows that discrepancies between textbooks and research‐recommended pathways for learning may lead to concerns or issues with pacing in the classroom. To explore this idea further, this study examined the alignment between three popular Common Core–aligned textbooks series and learning trajectories with respect to the topic of area measurement. Our findings indicated key differences in the ways textbooks presented area lessons and research‐recommended ways of learning area topics, including a lack of appropriate area topic coverage in early grades and a mismatch of timing of concepts in later grades. The results indicated that the standards‐based textbooks examined may lack attention to important topics in the pacing of area instruction, and suggest the need to inform both preservice and inservice teachers about the gap between textbook lessons and area learning trajectories so that development steps in area learning trajectory can be included in lesson plans.     

Requirements in mathematics textbooks: a five-dimensional analysis of textbook exercises and examples

Mathematics textbooks play a very important role in mathematics education and textbook tasks are used by students for practice to a large extent. Since the nature of the tasks may influence the way students think it is important that the textbooks provide a balance of a variety of tasks. The analyses of the requirements in textbook tasks contain the usual dimensions of content, cognitive demands, question type and contextual features. The aim of this study is to embed a new fifth dimension into the framework: mathematical activities. This addresses the question of what a student should do in a particular textbook task: to represent, to compute, to interpret or to use argumentation. The analysis encompassed more than 22,000 tasks from the most commonly used Croatian mathematics textbooks in the 6th, 7th and 8th grade. The results show that the textbooks do not provide a full range of task types. There is an emphasis on computation, while argumentation and interpretation activities, reflective thinking and open answer tasks are underrepresented. The study revealed that incorporating mathematical activities into the multidimensional framework of textbook tasks may help to better understand the opportunities to learn which are afforded students by using mathematics textbooks.