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.     

Supporting Preservice Teachers' Understanding of Place Value and Multidigit Arithmetic

This article provides an analysis of a teaching experiment conducted in the context of teacher education designed to support preservice teachers' understandings of place value and multidigit addition and subtraction. The experiment addresses the following research question: Can the results from research conducted in elementary mathematics classrooms guide preservice elementary teachers' development of conceptual understanding of the same concepts? In both cases, the students (e.g., elementary students and preservice teachers) participated in activities from an instructional sequence designed to support conceptual understanding of both place value and multidigit addition and subtraction. Analyses of the episodes from the teaching experiment document the learning of the preservice teachers and how that learning was supported by initial conjectures grounded in the research on elementary students' ways of reasoning.     

Supporting Preservice Teachers' Understanding of Place Value and Multidigit Arithmetic

This article provides an analysis of a teaching experiment conducted in the context of teacher education designed to support preservice teachers' understandings of place value and multidigit addition and subtraction. The experiment addresses the following research question: Can the results from research conducted in elementary mathematics classrooms guide preservice elementary teachers' development of conceptual understanding of the same concepts? In both cases, the students (e.g., elementary students and preservice teachers) participated in activities from an instructional sequence designed to support conceptual understanding of both place value and multidigit addition and subtraction. Analyses of the episodes from the teaching experiment document the learning of the preservice teachers and how that learning was supported by initial conjectures grounded in the research on elementary students' ways of reasoning.     

How Emergent Models May Foster the Constitution of Formal Mathematics

This article deals with the role that so-called emergent models can play in the process of constituting formal mathematics. The underlying philosophy is that formal mathematics is something that is, or should be, constituted by the students themselves. In the instructional design theory for realistic mathematics education, models always have been employed to foster a process in which formal mathematics is reinvented by the students themselves. This article describes how the use of models became more and more explicated over time and developed into the notion of emergent models. The design of an instructional sequence, which deals with flexible mental computation strategies for addition and subtraction up to 100, is taken as an instance for elaborating what is meant by emergent models and what role they play in fostering the constitution of formal mathematics. The analysis shows that there are 3 interrelated processes. First. at a more holistic level, there is a global transition in which “the model” initially emerges as a model of informal mathematical activity and then gradually develops into a model for more formal mathematical reasoning. Second, the transition from “model of” to “model for” involves the constitution of anew mathematical reality that can be denoted formal in relation to the original starting points of the students. Third, in the series of instructional activities, there is not 1 model, but the model actually is shaped as a series of signs, in which each new sign comes to signify activity with a previous sign in a chain of signification.     

Reinventing solutions to systems of linear differential equations: A case of emergent models involving analytic expressions

An enduring challenge in mathematics education is to create learning environments in which students generate, refine, and extend their intuitive and informal ways of reasoning to more sophisticated and formal ways of reasoning. Pressing concerns for research, therefore, are to detail students’ progressively sophisticated ways of reasoning and instructional design heuristics that can facilitate this process. In this article we analyze the case of student reasoning with analytic expressions as they reinvent solutions to systems of two differential equations. The significance of this work is twofold: it includes an elaboration of the Realistic Mathematics Education instructional design heuristic of emergent models to the undergraduate setting in which symbolic expressions play a prominent role, and it offers teachers insight into student thinking by highlighting qualitatively different ways that students reason proportionally in relation to this instructional design heuristic.     

The effect of quantitative reasoning on prospective mathematics teachers’ proof comprehension: The case of real numbers

We report a mixed-methods research study investigating the effect of quantitative reasoning on prospective mathematics teachers’ comprehension of a proof on real numbers. Nineteen prospective mathematics teachers engaged in quantitative reasoning while developing real numbers as rational number sequences in a series of instructional activities. All participants completed a proof comprehension assessment prior to and upon completion of the instruction. Six of the prospective mathematics teachers also participated in semi-structured interviews after the post-test. Results showed a significant difference in proof comprehension performance between the pre- and post-tests. Moreover, results from the interviews showed that prospective teachers reasoned quantitatively on the proof comprehension dimensions. Results suggest that engaging in quantitative reasoning during instruction may help to develop proof comprehension, particularly in situations involving the analysis of proofs entailing properties of the real number system. We recommend embedding quantitative reasoning in teacher education and professional development programs to facilitate mathematics teachers’ proof comprehension and proving activities.     

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.     

Learning trajectories in teacher education: Supporting teachers’ understandings of students’ mathematical thinking

Recent work by researchers has focused on synthesizing and elaborating knowledge of students’ thinking on particular concepts as core progressions called learning trajectories. Although useful at the level of curriculum development, assessment design, and the articulation of standards, evidence is only beginning to emerge to suggest how learning trajectories can be utilized in teacher education. Our paper reports on two studies investigating practicing and prospective elementary teachers’ uses of a learning trajectory to make sense of students’ thinking about a foundational idea of rational number reasoning. Findings suggest that a mathematics learning trajectory supports teachers in creating models of students’ thinking and in restructuring teachers’ own understandings of mathematics and students’ reasoning.     

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.     

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.     

Comparing preservice teachers’ professional noticing skills in elementary mathematics classrooms

This paper examines the implementation of an instructional module on preservice elementary teachers’ professional noticing of children’s mathematical thinking. The module focuses on professional noticing skills through the content focus of early algebraic reasoning and uses complex video vignettes from whole class instruction in authentic elementary mathematics classrooms. Findings indicated that two of the three components of professional noticing (attending and interpreting) showed statistically significant increases in a treatment group that did not occur in a comparison group. The deciding component remains a challenge that warrants further research.     

Exploring the Use of New Representations as a Resource for Teacher Learning

An important goal of mathematics education reform is to support teacher learning. Toward this end, researchers and teacher educators have investigated ways in which teachers learn about mathematical content, pedagogical strategies, and student thinking as they implement reform. This study extends such work by examining how one elementary school and one high school teacher learned from students' interpretations of new conceptually based representations contained in instructional materials aligned with the Principles and Standards for School Mathematics ( National Council of Teachers of Mathematics, 2000 ). Results indicated that teaching with new representations provided a rich context for teacher learning at both the elementary and high school level, and three dimensions were identified along which such learning occurred. The results suggest that pedagogical content knowledge with respect to representations is an important facet of teacher cognition that should be studied in greater depth.     

Preservice teachers learning to teach proof through classroom implementation: Successes and challenges

Proof and reasoning are central to learning mathematics with understanding. Yet proof is seen as challenging to teach and to learn. In a capstone course for preservice teachers, we developed instructional modules that guided prospective secondary mathematics teachers (PSTs) through a cycle of learning about the logical aspects of proof, then planning and implementing lessons in secondary classrooms that integrate these aspects with traditional mathematics curriculum in the United States. In this paper we highlight our framework on mathematical knowledge for teaching proof and focus on some of the logical aspects of proof that are seen as particularly challenging (four proof themes). We analyze 60 lesson plans, video recordings of a subset of 13 enacted lessons, and the PSTs’ self- reported data to shed light on how the PSTs planned and enacted lessons that integrate these proof themes. The results provide insights into successes and challenges the PSTs encountered in this process and illustrate potential pathways for preparing PSTs to enact reasoning and proof in secondary classrooms. We also highlight the design principles for supporting the development of PSTs’ mathematical knowledge for teaching proof.     

The interconnectedness of relational and content dimensions of quality instruction: Supportive teacher–student relationships in urban elementary mathematics classrooms

Scholars assert that the often-impoverished instructional practices found in urban schools are tied to teachers’ negative relationships with African American and Latin@¹ students (Ferguson, 1998, McKown and Weinstein, 2002, McKown and Weinstein, 2008, Morris, 2005, Stiff and Harvey, 1988). However, measures of mathematics instructional quality rarely measure relational elements of instruction. This study responds to such shortcomings by analyzing relational interactions in urban elementary mathematics classrooms in tandem with content instruction of teachers who engage in supportive relationships with African American and Latin@ students. This study identified teachers with high quality student performance, content instruction, and supportive relationships as defined through relational interactions. After selecting two teachers, the results detail relational interactions that show how these teachers established supportive relationships with students vis-à-vis their mathematics instruction. Therefore, these findings offer insight into the ways in which relational interactions add to our understanding of quality content instruction for African American and Latin@ students.     

Integrating learning theories and application-based modules in teaching linear algebra

The research team of The Linear Algebra Project developed and implemented a curriculum and a pedagogy for parallel courses in (a) linear algebra and (b) learning theory as applied to the study of mathematics with an emphasis on linear algebra. The purpose of the ongoing research, partially funded by the National Science Foundation, is to investigate how the parallel study of learning theories and advanced mathematics influences the development of thinking of individuals in both domains. The researchers found that the particular synergy afforded by the parallel study of math and learning theory promoted, in some students, a rich understanding of both domains and that had a mutually reinforcing effect. Furthermore, there is evidence that the deeper insights will contribute to more effective instruction by those who become high school math teachers and, consequently, better learning by their students. The courses developed were appropriate for mathematics majors, pre-service secondary mathematics teachers, and practicing mathematics teachers. The learning seminar focused most heavily on constructivist theories, although it also examined socio-cultural and historical perspectives. A particular theory, Action-Process-Object-Schema (APOS) [10], was emphasized and examined through the lens of studying linear algebra. APOS has been used in a variety of studies focusing on student understanding of undergraduate mathematics. The linear algebra courses include the standard set of undergraduate topics. This paper reports the results of the learning theory seminar and its effects on students who were simultaneously enrolled in linear algebra and students who had previously completed linear algebra and outlines how prior research has influenced the future direction of the project.     

Problem solving heuristics,affect, and discrete mathematics

It has been suggested that activities in discrete mathematics allow a kind of new beginning for students and teachers. Students who have been “turned off” by traditional school mathematics, and teachers who have long ago routinized their instruction, can find in the domain of discrete mathematics opportunities for mathematical discovery and interesting, nonroutine problem solving. Sometimes formerly low-achieving students demonstrate mathematical abilities their teachers did not know they had. To take maximum advantage of these possibilities, it is important to know what kinds of thinking during problem solving can be naturally evoked by discrete mathematical situations—so that in developing a curriculum, the objectives can include pathways to desired mathematical reasoning processes. This article discusses some of these ways of thinking, with special attention to the idea of “modeling the general on the particular.” Some comments are also offered about students' possible affective pathways and structures.     

Teachers’ responses to student mathematical thinking in Chinese elementary mathematics classrooms

Recent research on teachers’ use of student mathematical thinking (SMT) and recommendations for effective mathematics instruction claim that how teachers respond to SMT has great impact on student mathematical learning in the classroom. This study examined some Chinese mathematics teachers’ responses to student in-the-moment mathematical thinking that emerged during whole class discussion. The findings of this study revealed that the majority of Chinese elementary mathematics teachers in the data involved the whole group of students to make sense of in-the-moment SMT. They either invited students to digest SMT involved in the instance or provided an extension of the instance to further develop student mathematical understanding.     

Characterizing exemplary mathematics instruction in Japanese classrooms from the learner’s perspective

This paper aims to examine key characteristics of exemplary mathematics instruction in Japanese classrooms. The selected findings of large-scale international studies of classroom practices in mathematics are reviewed for discussing the uniqueness of how Japanese teachers structure and deliver their lessons and what Japanese teachers value in their instruction from a teacher’s perspective. Then an analysis of post-lesson video-stimulated interviews with 60 students in three “well-taught” eighth-grade mathematics classrooms in Tokyo is reported to explore the learners’ views on what constitutes a “good” mathematics lesson. The co-constructed nature of quality mathematics instruction that focus on the role of students’ thinking in the classroom is discussed by recasting the characteristics of how lessons are structured and delivered and what experienced teachers tend to value in their instruction from the learner’s perspective. Valuing students’ thinking as necessary elements to be incorporated into the development of a lesson is the key to the approach taken by Japanese teachers to develop and maintain quality mathematics instruction.     

Game Design as an Interactive Learning Environment for Fostering Students'' and Teachers'' Mathematical Inquiry

Many learning environments, computer-based or not, have been developed for either students or teachers alone to engage them in mathematical inquiry. While some headway has been made in both directions, few efforts have concentrated on creating learning environments that bring both teachers and students together in their teaching and learning. In the following paper, we propose game design as such a learning environment for students and teachers to build on and challenge their existing understandings of mathematics, engage in relevant and meaningful learning contexts, and develop connections among their mathematical ideas and their real world contexts. To examine the potential of this approach, we conducted and analyzed two studies: Study I focused on a team of four elementary school students designing games to teach fractions to younger students, Study II focused on teams of pre-service teachers engaged in the same task. We analyzed the various games designed by the different teams to understand how teachers and students conceptualize the task of creating virtual game learning environment for others, in which ways they integrate their understanding of fractions and develop notions about students' thinking in fractions, and how conceptual design tools can provide a common platform to develop meaningful fraction contexts. In our analysis, we found that most teachers and students, when left to their own devices, create instructional games to teach fractions that incorporate little of their knowledge. We found that when we provided teachers and students with conceptual design tools such as game screens and design directives that facilitated an integration of content and game context, the games as well as teachers' and students' thinking increased in their sophistication. In the discussion, we elaborate on how the design activities helped to integrate rarely used informal knowledge of students and teachers, how the conceptual design tools improved the instructional design process, and how students and teachers benefit in their mathematical inquiry from each others' perspectives. In the outlook, we discuss features for computational design learning environments. This revised version was published online in August 2006 with corrections to the Cover Date.     

Prospective Teachers' Perspectives on Mathematics Teaching and Learning: Lens for Interpreting Experiences in a Standards‐Based Mathematics Course

In a mathematics course for prospective elementary teachers, we strove to model standards‐based pedagogy. However, an end‐of‐class reflection revealed the prospective teachers were considering incorporating standards‐based strategies in their future classrooms in ways different from our intent. Thus, we drew upon the framework presented by Simon, Tzur, Heinz, Kinzel, and Smith to examine the prospective teachers' perspectives on mathematics teaching and learning and to address two research questions. What perspectives on the learning and teaching of mathematics do prospective elementary teachers hold? How do their perspectives impact their perception of standards‐based instruction in a mathematics course and their future teaching plans? Qualitative analyses of reflections from 106 prospective teachers revealed that they viewed mathematics as a logical domain representative of an objective reality. Their instructional preferences included providing firsthand opportunities for elementary students to perceive mathematics. They did not take into account the impact of a student's conceptions upon what is learned. Thus, the prospective teachers plan to incorporate standards‐based strategies to provide active experiences for their future elementary students, but they fail to base such strategies upon students' current mathematical conceptions. Throughout, the need to address prospective teachers' underlying perspectives of mathematics teaching and learning is stressed.