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.     

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.     

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.     

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.     

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.     

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.     

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.     

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.     

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.     

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.     

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.     

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.     

Teachers' Considerations of Students' Thinking During Mathematics Lesson Design

Teachers' abilities to design mathematics lessons are related to their capability to mobilize resources to meeting intended learning goals based on their noticing. In this process, knowing how teachers consider Students' thinking is important for understanding how they are making decisions to promote student learning. While teaching, what teachers notice influences their decision‐making process. This article explores the mathematics lesson planning practices of four 4th‐grade teachers at the same school to understand how their consideration of Students' learning influences planning decisions. Case study methodology was used to gain an in‐depth perspective of the mathematics planning practices of the teachers. Results indicate the teachers took varying approaches in how they considered students. One teacher adapted instruction based on Students' conceptual understanding, two teachers aimed at producing skill‐efficient students, and the final teacher regulated learning with a strict adherence to daily lessons in curriculum materials, with little emphasis on student understanding. These findings highlight the importance of providing professional development support to teachers focused on their noticing and considerations of Students' mathematical understandings as related to learning outcomes. These findings are distinguished from other studies because of the focus on how teachers consider Students' thinking during lesson planning. This article features a Research to Practice Companion Article . Please click on the supporting information link below to access.     

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.     

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.     

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.     

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.     

Using Contrasting Case Activities to Deepen Teacher Understanding of Algebraic Thinking and Teaching

Findings from an on-going design experiment within a year-long graduate course for middle school teachers of mathematics are reported. The purpose of the course was to help teachers assist students in transitioning from arithmetic to algebraic reasoning. Goals included developing teachers' ability to interpret, compare, and generalize across multiple mathematical solutions and to help teachers see and explain opportunities for algebraic thinking in their curriculum. To achieve these goals, we developed contrasting-cases instruction grounded in cognitive theory. Based on a pre-posttest design and a video assessment task developed by the researchers, teachers improved significantly on measures of pedagogical content knowledge (PCK) related to course goals, but not on a measure of spontaneous reflection or algebra content knowledge. Future work will improve the course in an attempt to promote better learning through reflection and better transfer of PCK to classroom practice.     

The Impact of Professional Noticing on Teachers' Adaptations of Challenging Tasks

This study investigates how teacher attention to student thinking informs adaptations of challenging tasks. Five teachers who had implemented challenging mathematics curriculum materials for three or more years were videotaped enacting instructional sequences and were subsequently interviewed about those enactments. The results indicate that the two teachers who attended closely to student thinking developed conjectures about how that thinking developed across instructional sequences and used those conjectures to inform their adaptations. These teachers connected their conjectures to the details of student strategies, leading to adaptations that enhanced task complexity and students' opportunity to engage with mathematical concepts. By contrast, the three teachers who evaluated students' thinking primarily as right or wrong regularly adapted tasks in ways that were poorly informed by their observations and that reduced the complexity of the tasks. The results suggest that forming communities of inquiry around the use of challenging curriculum materials is important for providing opportunities for students to learn with understanding.