ISSN 1463-6840 Proceedings of the British Society for Research into Learning Mathematics Volume 32 Number 3 Proceedings of the Day Conference held at the University of Cambridge, Saturday 17th November 2012 These proceedings consist of short research reports which were written for the joint NORME-BSRLM day conference on 17 November 2012. The aim of the proceedings is to communicate to the research community the collective research represented at BSRLM conferences, as quickly as possible. We hope that members will use the proceedings to give feedback to the authors and that through discussion and debate we will develop an energetic and critical research community. We particularly welcome presentations and papers from new researchers. Published by the British Society for Research into Learning Mathematics. Individual papers © contributing authors 2012 Other materials © BSRLM 2012 All rights reserved. No part of this publication may be produced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording or any information storage retrieval system, without prior permission in writing from the publishers. Editor: C. Smith, Institute of Education, London University ISSN 1463-6840 Informal Proceedings of the British Society for Research into Learning Mathematics (BSRLM) Volume 32 Number 3, November 2012 Proceedings of the Day Conference held at the University of Cambridge on 17th November 2012 A functional taxonomy of multiple representations: A tool for analysing Technological Pedagogical Content Knowledge 1 Hatice Akkoç and Mehmet Fatih Ozmantar Marmara University & Gaziantep University Coverage of topics during a mathematics pedagogy module for undergraduate pre-service primary teachers 7 Yahya Al Zahrani and Keith Jones University of Southampton Rethinking partnership in initial teacher education and developing professional identities for a new subject specialist team which includes a joint schooluniversity appointment: A case study in mathematics 13 Rosa Archer, Siân Morgan and Sue Pope University of Manchester Argumentative activity in different beginning algebra classes and topics 19 Michal Ayalon and Ruhama Even Weizmann Institute of Science, Israel Calculating: What can Year 5 children do now? 25 Alison Borthwick and Micky Harcourt-Heath Relentless consistency: Analysing a mathematics prospective teacher education course through Fullan’s six secrets of change 31 Laurinda Brown University of Bristol, Graduate School of Education Educational game Euro-Axio-Polis: Mathematics, economic crisis and sustainability a a a Maria Chionidou-Moskofoglou , Georgia Liarakou , Efstathios Stefos , Zoi Moskofogloub a University of the Aegean- Rhodes Greece, bUniversity College London 37 I thought I knew all about square roots 43 Cosette Crisan Institute of Education, University of London Developing a pedagogy for hybrid spaces in Initial Teacher Education courses 49 Sue Cronin and Denise Hardwick Liverpool Hope University From failure to functionality: a study of the experience of vocational students with functional mathematics in Further Education 55 Diane Dalby University of Nottingham, UK. Investigating secondary mathematics trainee teachers’ knowledge of fractions 61 Paul Dickinson and Sue Hough Manchester Metropolitan University Teacher noticing as a growth indicator for mathematics teacher development 67 Ceneida Fernándeza, Alf Colesb, Laurinda Brownb a University of Alicante (Spain); bUniversity of Bristol Teacher-student dialogue during one-to-one interactions in a post-16 mathematics classroom 73 Clarissa Grandi Thurston Community College/University of Cambridge Using scenes of dialogue about mathematics with adult numeracy learners – what it might tell us. 79 Graham Griffiths Institute of Education, University of London Professional development in mathematics teacher education 85 Guðný Helga Gunnarsdóttir, Jónína Vala Kristinsdóttir and Guðbjörg Pálsdóttir University of Iceland – School of Education Engaging students with pre-recorded “live” reflections on problem-solving: potential applications for “Livescribe” pen technology 91 Mike Hickman Faculty of Education and Theology, York St John University A student teacher’s recontextualisation of teaching mathematics using ICT Norulhuda Ismail Institute of Education, University of London 97 Mathematical competence framework : An aid to identifying understanding? 103 Barbara Jaworski Loughborough University, Mathematics Education Centre The role of justification in small group discussions on patterning. 109 Dr Cecilia Kilhamn Faculty of Education, University of Gothenburg, Sweden Social inequalities, meta-awareness and literacy in mathematics education 115 Bodil Kleve Oslo and Akershus University College of Applied sciences Stimulating an increase in the uptake of Further Mathematics through a multifaceted approach : Evaluation of the Further Mathematics Support Programme. 121 Stephen Lee and Jeff Searle Mathematics in Education and Industry and Durham University Exchange as a (the?) core idea in school mathematics 126 John Mason University of Oxford and Open University Exploring the notion ‘cultural affordance’ with regard to mathematics software 132 John Monaghan and John Mason University of Leeds; University of Oxford and Open University Doing the same mathematics? Exploring changes over time in students' participation in mathematical discourse through responses to GCSE questions 138 Candia Morgana, Sarah Tanga, Anna Sfardb a Institute of Education, University of London, UK; bUniversity of Haifa, Israel Vending machines: A modelling example 144 Peter Osmon King’s College, London Gendered styles of linguistic peer interaction and equity of participation in a small group investigating mathematics 150 Anna-Maija Partanen and Raimo Kaasila Åbo Akademi University and University of Oulu, Finland Beauty as fit: An empirical study of mathematical proofs 156 Manya Raman Umeå University Making sense of fractions in different contexts 161 Frode Rønning Sør-Trøndelag University College and Norwegian University of Science and Technology, Trondheim, Norway Developing statistical literacy with Year 9 students: A collaborative research project 167 Dr Sashi Sharmaa, Phil Doyleb, Viney Shandilc and Semisi Talakia’atuc a The University of Waikato; bThe University of Auckland; and cMarcellin College Feedback on feedback on one mathematics enhancement course 173 Jayne Stansfield Graduate School of Education, University of Bristol, UK and Bath Spa University UK Developing an online coding manual for The Knowledge Quartet: An international project 179 Tracy L. Weston, Bodil Kleve, Tim Rowland University of Alabama; Oslo and Akershus University College of Applied Sciences; University of East Anglia/University of Cambridge Preservice primary school teachers’ performance on rotation of points and shapes a a Zeynep Yildiz , Hasan Unal , A. Sukru Ozdemir 185 b a Department of Elementary Education, Faculty of Education, Yildiz Technical University; Department of Elementary Education, Faculty of Education, Marmara University b Working Group Reports Report from the Sustainability in Mathematics Education Working Group: Task design 191 Nichola Clarkea, Maria Chionidou-Moskofogloub, Zoi Moskofoglouc, Alison Parrishd, Anna-Maija Partanene a University of Nottingham, UK; bUniversity of the Aegean-Rhodes Greece; cUniversity College, London; dWarwick University UK; eAbo Akademi University, Denmark. Report of the Mathematics education and the analysis of language working group Alf Coles and Yvette Solomon University of Bristol and Manchester Metropolitan University 196 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 A functional taxonomy of multiple representations: A tool for analysing Technological Pedagogical Content Knowledge Hatice Akkoç and Mehmet Fatih Ozmantar Marmara University & Gaziantep University This study investigates the development of prospective mathematics teachers’ use of multiple representations during teaching in technologyrich environments. Forty prospective teachers took part in a teacher preparation programme which aims to develop technological pedagogical content knowledge (TPCK). As part of this programme, prospective teachers participated in workshops during which the TPCK framework was introduced focusing on function and derivative concepts. Various components of TPCK were considered. This study investigates one particular component of TPCK: knowledge of using multiple representations of a particular topic with technology. The content we focus on in this paper is the “concept of radian measure”. Two out of forty prospective teachers introduced the concept of radian measure as part of their micro-teaching activities. The data obtained from semi-structured interviews, videos of prospective teachers' lessons, their lessons plans and teaching notes was analysed to investigate prospective teachers' knowledge of representations and of connections established among representations using technological tools such as Cabri Geometry software. We use the framework of “functional taxonomy of multiple representations” which differentiates three main functions that multiple representations serve in learning situations: to complement, constrain and construct. We discuss the educational implications of the study in designing and conducting teacher preparation programmes related to the successful integration of technology in teaching mathematics. Keywords: technological pedagogical content knowledge, multiple representations, concept of radian measure, prospective mathematics teachers. Introduction This study is part of a research project which aims to develop prospective mathematics teachers’ Technological Pedagogical Content Knowledge (TPCK) (Mishra and Koehler 2006). TPCK has been a useful framework for exploring what teachers need to know or to develop for effective teaching of particular content. The components of TPCK have been examined by only a few researchers. Among those, Pierson (2001) and Niess (2005) used four components of PCK suggested by Grossman (1990) to define the components of TPCK. In our research project, four of these components were adopted from Grossman (1990). A component regarding multiple representations was added as the fifth component of TPCK: Knowledge of using multiple representations of a particular topic with technology Knowledge of students’ difficulties with a particular topic and addressing them using technology From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 1 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Knowledge of instructional strategies and methods for a particular topic using technology Knowledge of curricular materials available for teaching a particular topic using technology Knowledge of assessment of a particular topic with technology In the project, TPCK framework with its five components was used to design a course for prospective mathematics teachers. Prospective teachers participated in the activities concerning each component. This study focuses on a particular component of TPCK, namely the knowledge of using multiple representations (MRs) with technology. This paper aims to bring the content dimension into play focusing on the concept of radian measure and investigates how two prospective mathematics teachers integrate technology into their lessons to use multiple representations (MRs) of radians. Theoretical framework To investigate prospective teachers’ development with regard to using MRs in technology-rich environments, we use the framework of “functional taxonomy of multiple representations” which differentiates three main functions that multiple representations serve in learning situations: to complement, constrain and construct (Ainsworth 1999). MRs might have complementary roles; that is, different representations involve distinct yet complementary information or may support different processes. MRs might also have constraining roles. Representations can confine inferences, allowing one to constrain potential (mis)understandings stemming from the use of another one. Finally, MRs might help students construct a deeper understanding by providing cognitive linking of representations which might eventually lead one to ‘see’ complex ideas in a new way and apply them more effectively (Kaput 1989). Ainsworth (1999) describes pedagogical functions that MRs serve as mentioned above and proposes “systematic design principles”. She suggests discouraging translation for complementary roles of MRs, to automate translation for constraining interpretation and to scaffold translation for constructing a deeper understanding. Although these principles are speculative, they provide a framework towards the pedagogy of using MRs. This study investigates how prospective teachers use MRs under this framework. Methodology Forty prospective mathematics teachers took part in the course. They were enrolled in a teacher preparation programme (which will award them a certificate for teaching mathematics in high school for students aged between 15 and 19) in a state university in Istanbul. As part of this course, prospective teachers participated in workshops during which the TPCK framework was introduced focusing on function and derivative concepts. With regard to multiple representations, the workshops focused on examples of MRs and how to make links between them with or without using technology. Students' preferences for different representations which might be used for different tasks were also discussed. The content we focus on in this paper is the “concept of radian measure”. Prospective teachers prepared and conducted their own workshops and discussed the issues of representing radians. After these workshops, From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 2 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 two out of forty prospective teachers (Gamze and Mutlu) introduced the concept of radian measure as part of their micro-teaching activities. Both prospective teachers were female and twenty-two years old. The data obtained from semi-structured interviews, videos of prospective teachers' micro-teaching lessons (where they teach to their peers in a computer lab), their lessons plans and teaching notes was analysed to investigate prospective teachers' knowledge of representations and of connections established among representations using technological tools such as Cabri software. To do that, representations either drawn on the board or constructed using the software were recorded. In addition to that, verbatim transcripts of micro-teaching lessons and interviews were coded to reveal how prospective teachers link different representations. Findings In this section, findings obtained from the data analysis will be presented in two subsections. Each sub-section is devoted to each prospective teacher’s lesson and how they use MRs and links between them to teach concept of radian measure. Findings regarding Gamze’s lesson Gamze started her lesson by giving a brief history of angle. She then defined angle, positive arc and negative arc. She assessed prior knowledge of unit circle by giving various points and asking her peers to find whether they were on the unit circle or not. After defining the angle of 1 degree verbally she explained it graphically on the board. In other words, she used graphical representation for a complementary purpose. She explained 1 radian in a similar way. She first explained it verbally as follows: 1 radian is the angle which faces an arc equivalent to the length of a radius (Gamze). She then drew a graphical representation of any angle other than 1 radian and asked her peers the following question: How many radiuses are there in this arc? (Gamze). She then asked her peers to find out the measure of the central angle facing the whole circle using the Cabri Geometry software. Together with the class, she constructed a circle and found that the measure of the central angle is 6.28 (which is nearly 2π) radians (See Figure 1). As can be observed from Gamze’s approach, she used MRs for constructing a deeper understanding. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 3 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Figure 1 Graphical representation of 6.28 radians by Gamze using Cabri Geometry software Another way she used such a translation is concerned with the algebraic representation of radian which is arc-length divided by radius, L/R. She used Cabri Geometry software to translate the algebraic representation of radian measure (L/R) to graphical representation. She asked her peers to construct three circles and find the measure of the angle as shown in Figure 2. Figure 2 Graphical representation of L/R by Gamze using Cabri Geometry software She used scaffolding to translate between MRs by asking questions as follows: Measure the arcs on these three circles and radiuses of these circles. Are they the same?...What I wonder is whether the ratio of arc and radius is the same?...Ratios are the same. So it’s not dependent on the length of the arc. Radian is the ratio of the length of an arc over the length of the radius. So it’s L/R (Gamze). As can be seen from the excerpts and Figure 2 above, Gamze promoted an understanding of the meaning of radian angle. In other words, she used graphical and algebraic representations for constructing a deeper understanding. Gamze’s reflections on her lesson also indicate that she used MRs for constructing a deeper understanding: Different representations are important for conceptual relationships. I tried to use multiple representations to promote understanding and translations… I think Cabri Geometry is very appropriate software to show the relationship between From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 4 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 radian and length of arc. I used Cabri Geometry to emphasise the arc. I wanted to show the relations in a dynamic way (Gamze). Findings regarding Mutlu’s lesson Mutlu started her lesson by explaining the concepts of angle, directed angle and directed arc on the board. Drawing a circle and a central angle on the circle, she asked her peers the relationship between an angle and the length of the corresponding arc. Why do we need radian as an angle measurement when we already have degree? (Mutlu). She first explained graphically what 1 radian is then expressed it verbally. In other words, she used verbal and graphical representation for a complementary purpose (See Figure 3). Figure 3 Graphical representation of 6.28 radians by Mutlu using Cabri Geometry software She then asked her peers to find out how many radians a round angle is: If this is 1 radian, then how many radians is the whole circle? Let’s look at this together… Yes, 6 radians and there is some left here. It is nearly 0,28… Is this number familiar to you? Nearly 2π (Mutlu) As can be seen from the excerpts and Figure 3 above, Mutlu, together with her peers, constructed a graphical representation and discovered that there are 6 radiuses and approximately 0.28 radiuses on a circumference of the circle. In that sense, she used Cabri Geometry to construct a deeper understanding of the concept of radian measure. In other words, she translated verbal representation to graphical representation using Cabri Geometry software to construct a deeper understanding of radian. Mutlu’s reflections on her lesson indicate that she also used MRs for constraining interpretation as well as the other two purposes of MRs. She mentioned that radian is generally understood in terms of π (not as an arbitrary real number such as 2). To constrain this interpretation, she said that she asked her peers to construct a graphical representation using Cabri Geometry and found that a round angle is approximately 6.28 radians. Discussion and conclusion The analysis of data indicated that both prospective teachers used MRs aiming at a conceptual understanding of radian, i.e. for constructing a deeper understanding. They From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 5 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 also used MRs for complementary purposes while only Mutlu used MRs for constraining purposes. For complementary purpose, both prospective teachers defined concept of radian measure verbally and explained it using graphical representation by drawing a circle and an arc on it. For constructing a deeper understanding of the concept of radian measure, both prospective teachers asked their peers to find out the measure of the central angle facing the whole circle using the Cabri Geometry software (See Figure 1). This requires a translation from verbal to graphical representation which is not automatic but rather should be constructed using the software. The case for using MRs for constraining purpose was observed only in Mutlu's lesson. She mentioned that radian is generally understood in terms of π (not as a real number such as 2). To constrain this interpretation, she asked her peers to construct a graphical representation using Cabri Geometry and showed that a round angle is approximately 6.28 radians. These observations let us draw two main conclusions. First any successful preparation program for technology integration should provide opportunities for participants to appreciate the contribution of MRs for an effective use of technology aiming at a conceptual understanding. Several studies (such as that of Juersvich et al. 2009) suggest that the links among the MRs are not often established by teachers during instruction. Second, functional taxonomy of MRs provides a theoretical lens to analyse (prospective) teachers’ practice of technology integration regarding how MRs can be effectively used in technology-rich environments. Acknowledgement This study is part of a project (project number 107K531) funded by TUBITAK (The Scientific and Technological Research Council of Turkey). References Ainsworth, S. 1999. The functions of multiple representations. Computers & Education 33: 131-152. Grossman, P. L. 1990. The making of a teacher: Teacher knowledge and teacher education. New York: Teachers College Press. Juersivich, N., J. Garofalo, and V. Fraser 2009. Student Teachers’ Use of Technology-Generated Representations: Exemplars and Rationales. Journal of Technology and Teacher Education 17: 149-173. Kaput, J. J. 1989. Linking representations in the symbol systems of algebra. In Research Issues in the Learning and Teaching of Algebra, ed. S. Wagner and C. Kieran, 167-194. Hillsdale, NJ: Erlbaum. Mishra, P., and M. J. Koehler. 2006. Technological Pedagogical Content Knowledge: A Framework for Teacher Knowledge. Teachers College Record 108: 1017– 1054. Niess, M.L. 2005. Preparing teachers to teach science and mathematics with technology: Developing a technology pedagogical content knowledge. Teaching and Teacher Education 21: 509–523. Pierson, M. E. 2001. Technology integration practice as a function of pedagogical expertise. Journal of Research on Computing in Education 33: 413-429. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 6 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Coverage of topics during a mathematics pedagogy module for undergraduate pre-service primary teachers Yahya Al Zahrani and Keith Jones University of Southampton Recently, research on teacher preparation has begun examining the opportunities to learn that pre-service teachers have of the different forms of knowledge thought to be necessary for effective teaching. This paper reports on one component of a wider study of undergraduate pre-service specialist primary mathematics teacher preparation: the pre-service teachers’ opportunities to learn about the primary school mathematics curriculum during a final-year undergraduate module on mathematics pedagogy (MPM). Using data from observations of the complete teaching of this module at two university colleges in Saudi Arabia, the findings indicate that while the pre-service teachers had some opportunity to learn about teaching aspects of the primary school geometry curriculum, they had little or no opportunity to learn about teaching topics related to the algebra taught in the upper primary school years. The main reason for this discrepancy was that while the MPM contained some sessions on primary school geometry, there were no sessions explicitly related to primary school algebra even though the current version of the relevant primary school curriculum now includes some algebra for Grades 5 and 6 (pupils aged 10-12). Keywords: opportunity to learn, school mathematics curriculum, geometry, algebra, pre-service primary mathematics teacher education Introduction For some time, research on teacher education in general, and on initial teacher education in particular, has focused on the forms of knowledge that teachers need in order to teach most effectively (see, for example, Rowland and Ruthven 2011). Such forms of knowledge have commonly been categorised into ‘subject matter knowledge’ and ‘pedagogical content knowledge’ (see, for example Petrou and Goulding 2011). Here, ‘subject matter knowledge’ (SMK) is, in general, taken to refer to the key facts, theories, models and concepts of mathematics, together with the processes by which such theories and models are generated and established as valid. Pedagogical content knowledge (PCK), in contrast to SMK, encompasses the representations, examples and applications of mathematics that mathematics teachers use in order to make mathematics comprehensible to students, together with the strategies that such teachers use in order to overcome students’ difficulties in learning mathematics. PCK also includes knowledge of the school curriculum. Researchers have, more recently, begun examining the opportunities to learn (OTL) that pre-service teachers have of these different forms of knowledge (see, for example, Chapter 7 of Tatto et al. 2012). One major reason for this focus on OTL is that pre-service mathematics teachers can experience difficulties in teaching primary school mathematics even though they have completed relevant university-based From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 7 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 training; this being an example of what is generally referred to as the ‘theory-practice gap’ (for more on this ‘gap’ see, for example Brouwer and Korthagen 2005). Programmes for preparing primary mathematics teachers are diverse, globally. In some countries, for example the UK and Germany, primary teachers are prepared as generalists to teach all primary school subjects (though in the UK the training of some specialist primary mathematics teachers is beginning in 2013). In contrast, in some countries such as Thailand, Malaysia and Saudi Arabia, primary teachers are prepared as specialists to teach mainly mathematics. Even so, there is a lack of studies concerned with university-based teacher preparation curricula, with Stuart and Tatto (2000, 493) commenting that “much less has been written on the professional curriculum for teacher preparation”. This study is addressing this issue by analysing the OTL aspects of the primary school curriculum during a Mathematics Pedagogy Module (MPM) taken by undergraduate specialist primary pre-service mathematics teachers in the first semester of their fourth year of study, immediately prior to spending a semester in school. Research into the design of mathematics teacher education programmes A major study that is providing a global perspective on the design of initial teacher preparation programmes is the Teacher Education and Development Study in Mathematics (TEDS-M) being undertaken by Tatto and colleagues (see Tatto et al. 2008; 2012). TEDS-M is aiming to build a comprehensive picture of primary and secondary mathematics teacher education around the world. The TEDS-M study has three components: the first is examining teacher education policy, schooling, and social contexts at the national level, the second is studying primary and lower secondary mathematics teacher education routes, institutions, programmes, standards, and expectations for teacher learning, while the third is determining the knowledge of mathematics and related teaching of future primary and lower secondary school mathematics teachers. In analysing the characteristics of mathematics teacher preparation across the 17 countries participating in TEDS-M, Tatto et al. (2012) report a diversity of practice in terms of institutional arrangements and regulatory systems. For example, Tatto et al. (2012) show that initial teacher preparation programmes that focus on preparing teachers to teach in lower and upper-secondary schools provide more opportunities to learn mathematics in depth comparing to the programmes that prepare teachers to teach at the primary level. This is likely to be because the overwhelming majority of secondary school mathematics teaches are specialists, while this is not the case for primary teachers of mathematics. In terms of opportunity to learn about the relevant school mathematics curriculum, the TEDS-M results show that for future primary mathematics teacher there is a high degree of variability across countries and programme groups. Greater OTL was found in preparation programmes for specialist primary mathematics teachers and for programmes preparing teachers to teach the higher grade levels (see Tatto et al. 2012, 181). Theoretical framework: opportunity to learn (OTL) The TEDS-M study (see Tatto et al. 2008; Tatto et al. 2012) uses the concept of opportunity to learn (OTL) in order to investigate pre-service teachers’ pedagogical content knowledge of mathematics subject topics (such as number, geometry, algebra, and data). The term OTL was first coined by Husen (1967): From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 8 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 “students have had the opportunity to study a particular topic or learn how to solve a particular type of problem presented by the test …if they have not had such an opportunity, they might in some cases transfer learning from related topics to produce a solution but certainly their chance of responding correctly to the test item would be reduced”. (Husen 1967, 162-163) Carroll (1963, 727) is perhaps best known for taking up the term OTL as “time allowed for learning” For this study, the notion of OTL in the TEDS-M (2008) framework was used to examine the extent to which the content of the MPM provided opportunity for the pre-service primary mathematics teachers to learn about the primary school mathematics curriculum. Methodology The purpose of the study was to analyse the extent to which pre-service primary mathematics teachers had opportunity to learn how to teach geometry and algebra as specified in the relevant primary school mathematics curriculum. The study was implemented in Saudi Arabia and focused on the mathematics pedagogy module MPM that was taught during the second semester of the academic year 2011-2012 at two university colleges. Data was collected by observing university mathematics education lecturers teaching the MPM at each of the two university colleges. To document each taught session, an observation sheet was used. This observation sheet divided each session into 12 parts, each lasting for ten minutes (1-10 minutes; 11-20 minutes, 21-30 minutes and so on). The role of the researcher-as-observer was to determine what type of mathematical content was taught by the mathematics education university lecturers every 10 minutes in each session of the MPM. The type of mathematical content was based on the TEDS-M framework (Tatto et al. 2008). The following categories were used: Very heavy emphasis: if the lecturer focuses on topics related to the concepts: Geometry, Algebra for 75%≤100% of the session time (= 91 ≤ 120 minutes) Heavy emphasis: if the lecturer focuses on topics related to the concepts: Geometry, Algebra for 50% < 75% of the session time to the concepts (= 61 ≤ 90 minutes) Average emphasis: if the lecturer focuses on topics related to the concepts: Geometry, Algebra for 25 % < 50% of the session time to the concepts (= (31≤ 60minutes) Little emphasis: if the lecturer devotes less than of 25% of the sessions time to the concepts (= ≤ 30 minutes) As the study was conducted in Saudi Arabia, it is germane to know that the primary mathematics school curriculum in Saudi Arabia is specified across six grades. In each grade the curriculum emphasises different topics across the four mathematical subject areas of Numbers, Algebra, Geometry, and Data. Table 1 shows a comparison of the 2002 primary mathematics curriculum for Grades 1 to 6, compared with the curriculum in 2012. Grade primary mathematical school topics 2002 1 (pupils aged 6-7 Years) Comparison and classification, numbers up to 5, location and style, numbers up to 10, numbers up to 20, combine. Additions methods, subtraction, fractions. primary mathematical school topics 2012 Comparison and classification, numbers up to 5, location and style, numbers up to 10, numbers up to 20, combine. Additions methods, subtraction, measurement, geometric shapes and fractions, money and time. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 9 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 2 3 Numbers up to 100 patterns, combining methods, methods of subtraction, data representation and reading, collecting twodigit numbers, fractions, numbers until 1000, geometric shapes, measurement: length, area, measurement: collection of 3digit numbers, subtraction of 3-digit numbers Numbers up to 100 patterns, combining methods, methods of subtraction, data representation and reading, collecting twodigit numbers, fractions, numbers until 1000, geometric shapes, measurement: length, area, measurement: Capacity and weight, collection of 3-digit numbers, subtraction of 3-digit numbers Addition, subtraction, multiplication 1, multiplication 2. Division 1, division 2, measurement, geometric shapes, display and interpretation of data, fractures Addition, subtraction, multiplication 1, multiplication 2. Division 1, division 2, measurement, geometric shapes, display and interpretation of data, fractures Addition and subtraction organize and display data and interpretation, patterns and algebra, multiplication in the number of number one, multiplication in a two-digit number. Divide by the number of number one; identify geometric shapes and its description. Measurement, fractions usual, and decimal. Addition and subtraction organize and display data and interpretation, patterns and algebra, multiplication in the number of number one, multiplication in a two-digit 4 number. Divide by the number of number one; identify geometric shapes and its description, measurement, fractions and decimals. Addition, subtraction, multiplication, Addition, subtraction, multiplication, division, use of algebraic expressions for division. Normal for instance, 2/3, 4/5. example (3+x)-1=? x=2, functions and Representation and representation of data, equations such as 2x=6, fractions such as 5 denominators and complications, collect and 2/3, 4/5. Representation of data, put fractions, geometric shapes, denominators and complications. Geometric measurement: perimeter, area and volume. shapes, measurement such as perimeter, area and volume. Topics in algebra: functions and numerical patterns such as 2, 4, 8, or 15, 10, 5, 0. Operations on decimals, fractions normal Statistics and graphical representations, 6 and decimal fractions, measurement: length, operations on decimals, fractions and (pupils capacity and mass. Normal fractions, ratio decimals, measurement such as length, aged and proportion, percentages and capacity and mass. Ratio and proportion, 11-12 probabilities, Geometric , polygons, percentages and probabilities, Geometry: Years) measurement: perimeter, area and volume, polygons, measurement: perimeter, area and volume, Table 1: the KSA primary mathematical school topics 2002/2012 Source: Obecan Education: 2002-2012 [changes by 2012 shown in italics] As can be seen from Table 1, the main change in the primary mathematics curriculum in 2012, compared with 2002, is the introduction of algebra topics for pupils in Grades 5 and 6 (pupils aged 10-12). Analysis and result Table 2 shows, for each session of the MPM, the percentage of time devoted to, and the degree of emphasis on, the two school mathematics subject areas of primary geometry and algebra. From Table 2, it can be seen that the pre-service primary mathematics teachers had average (or below) opportunity to learn concepts related to geometric topics. In contrast, in terms of OTL about algebra topics, there was no coverage at all. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 10 Sessions N of the Mathematics Pedagogy Module 1 sessions Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 degree of emphasis on school geometry topics * VHE (1) ------- * HE (2) ------- * AE (3) ------- * LE (4) 0 24 0 14 0 degree of emphasis on school algebra topics % * VHE (1) ------- * HE (2) ------- * AE (3) ------- * LE (4) 26 24 18 10 22 % x(1) 0 21.6 Classification concept 2 y(1) 20 20 x(2) 0 15 2 Counting concept 4 y(2) 11.6 8.3 The four x(3) 0 18.3 3 operations y(3) 0 0 8 6.6 (+, - , ×, ÷) Fractions and x(4) ---0 0 ---4 3.3 4 operations on ------y(4) 0 0 6 5 them Geometry x(5) --40 -33.3 ---8 6.6 concept, e.g. a ----5 straight line, y(5) 56 46.6 0 0 --angles Geometric ------x(6) 48 40 0 0 shapes and 6 their ------y(6) 54 45 6 5 properties Geometric ------x(7) 58 48.3 12 10 7 models, e.g. ------1 38 331.6 10 8.3 cylinder, cube y(7) x(8) --50 -441.3 ---8 6.6 8 Measurement units1 y(8) --40 -33.3 ---0 0 Applications -------0 14 11.6 of quantitative x(9) 9 and qualitative ------1 analyses of the y(9) 8 6.6 10 8.3 problems * (1) VHE Very heavy emphasis (2) HE heavy emphasis (3) AE Average emphasis (4) LE little emphasis Table 2: emphasis on school mathematics topics during sessions at university colleges x and y 1 Discussion Overall, the data indicate that while the pre-service teachers received average opportunity to learn topics related to teaching the primary school geometry curriculum, they had little or no opportunity to learn topics related to teaching primary school algebra. A key reason for this discrepancy is that while there are some sessions of the MPM related to primary school geometry, there are no sessions related to primary school algebra. Even though the mathematics school curriculum in Saudi Arabia has changed over the period 2002 to 2012, and now includes some algebra topics for pupils in Grades 5 and 6, the MPM has not changed for more than 10 years (according to the directory of undergraduate courses 2002-2012 at each of the university colleges). Conclusion This study showed that there was average emphasis on some topics in school geometry during the MPM. However, there was little or no emphasis on school From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 11 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 algebra. This confirms how there is variation of opportunity to learn in some topics related to both subject areas of geometry and algebra. What remains unclear is how to decide how much to emphasise topics such as school geometry and algebra in a teacher preparation programme for pre-service primary mathematics teachers. The implications of this are that more research is needed on how much, and in what way, topics related to geometry, algebra or other mathematical areas should be included in pre-service mathematics teachers curriculum to match topics in primary mathematics school curriculum. References Brouwer, N., and F. Korthagen. 2005. Can teacher education make a difference? American Educational Research Journal 42(1): 153-224. Carroll, J. 1963. A model for school learning. Teachers College Record 64: 723-733. Husen, T., ed. 1967. International study of achievement in mathematics: a comparison of twelve countries. New York: John Wiley. Obecan Education 2012. Mathematics and science. Riyadh: Obecan Education. Petrou, M. and M. Goulding 2011.Conceptualising teachers’ mathematical knowledge in teaching. In Mathematical knowledge in teaching, ed. T. Rowland and K. Ruthven, 9-25. New York: Springer. Rowland, T., and K. Ruthven, eds. 2011. Mathematical knowledge in teaching. New York: Springer. Stuart, J. S. and M. T. Tatto 2000. Designs for initial teacher preparation programs: an international view. International Journal of Educational Research 33(5): 493514. Tatto, M. T., J. Schwille, S. Senk, L. Ingvarson, R. Peck, and G. Rowley. 2008. Teacher education and development study in mathematics (TEDS-M): conceptual framework. East Lansing, MI: TEDS-M. Tatto, M. T., J. Schwille, S. Senk, L. Ingvarson, G. Rowley, R. Peck, K. Bankov, M. Rodriguez and M. Rackase. 2012. Policy, practice, and readiness to teach primary and secondary mathematics in 17 countries. Amsterdam: International Association for the Evaluation of Educational Achievement. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 12 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Rethinking partnership in initial teacher education and developing professional identities for a new subject specialist team which includes a joint schooluniversity appointment: A case study in mathematics Rosa Archer, Siân Morgan and Sue Pope University of Manchester In a time of rapid and extensive change in initial teacher education policy, a new team of mathematics educators is establishing at the University of Manchester. How does a new team of mathematics educators (some with experience of other institutions) establish itself and ensure that previous strengths and successes are maintained and developed? One member of the team is a joint school-university appointment. What are the affordances of a joint school-university appointment? What are the personal challenges for the appointee and colleagues working with the appointee – in school and in university? Evidence for the paper is through personal reflective accounts, focus group discussions with school and university colleagues, an anonymous questionnaire of student teachers and their course outcomes. The outcomes of this early experience have implications for the developing practice of the University of Manchester PGCE mathematics team and the way in which university and school based colleagues work together to optimise learning for beginning teachers, as new models of ITE are adopted within a well-established partnership. These implications may provide areas for consideration by institutions rethinking partnership in initial teacher education. Keywords: initial teacher education, partnership, secondary mathematics Introduction In the rapidly changing landscape of initial teacher education in England following the change of government in 2010, the need to appoint a new team of mathematics educators presented both challenges and opportunities. Alongside experienced mathematics educators, the university worked with one of its partnership schools in the vanguard of Teaching Schools to make a joint appointment. An experienced teacher and former National Strategies consultant, the appointee brought complementary strengths to the university tutor team. Conscious that this was a novel situation, the team determined to investigate the impact on student outcomes and their emerging professional identities. We adopted a case study approach (Wellington 2000) using mixed methods: student questionnaire and summative attainment data, focus group and one to one interviews and tutors’ reflective diaries, with a view to providing a rich evidence base. The principal aim was to ensure that the quality of the provision was maintained, whilst enhancing learning of tutors, teachers/mentors and student teachers through the opportunities of the new arrangements. Through exploring this novel context we hoped to be able to identify priorities for our future development and provide a case which others might find a valuable reference point when considering ways of developing their initial teacher education provision. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 13 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 National Context When the coalition government came to power in 2010 it set out its agenda for education in England in the white paper The Importance of Teaching (Department for Education (DfE) 2010). A principle aim was to put more teacher training into schools. At the same time Ofsted (2010) reported that the best quality and value for money initial teacher training (ITT) was higher education institution (HEI) led. HEI courses, whatever their duration, have a substantial school element (24 weeks for secondary and 18 weeks for primary) and guaranteed teaching experience in at least two contrasting schools. As well as ensuring students meet expectations for teaching they include academic study which results in a qualification which enables teachers to work in other countries as well as England. School based routes into teaching have existed for several years and the aspiration to have all ITT in schools is not a new one. Anthea Millett as the chief executive of the Teacher Training Agency, a non-departmental government body with responsibility for teacher recruitment and training, (1995-1999) was also very keen on moving ITT into schools. Despite preferential funding and a lighter touch inspection regime, the graduate teacher training programme (GTP) and school based ITT consortia (SCITTs) provides just one in five of all new teachers (Smithers and Robinson 2011). Evidence from Ofsted (2010, 2012) is clear that the quality of school based ITT is far more variable and it is less cost effective. Often schools take on trainees with the hope of alleviating staffing shortages. Consequently trainees find themselves with substantial teaching responsibilities and the emphasis is on survival, as opposed to development as critically reflective practitioners with an understanding of how young people learn and develop, particularly in the context of their specialist area (primary or a subject at secondary). In 2003, based on a scheme in USA (Teach for America), Teach First brought 200 graduates with firsts or upper class seconds into teaching for two years. In 2010 the numbers had increased to 500. Teach First participants have six weeks training and then work in challenging inner city schools with high proportions of disadvantaged youngsters that traditionally struggle to recruit and retain staff. Teach First recruits high performing graduates who can become teachers of secondary mathematics with just grade B at A level (Teach First 2012). There is on-going support for Teach First trainees throughout the first year, but the assumption is that subject specific development happens largely in school. This is unlikely to happen as Teach First participants are likely to be working in schools with a shortage of subject specialists, indeed subject specific pedagogy is identified by Ofsted as an area for improvement (Teach First 2012). The current secretary of state is a strong proponent of Teach First (DfE 2010) and further expansion of the scheme has recently been announced (DfE 2012a). For a mathematics PGCE course (the most popular route into teaching) half a degree or equivalent in mathematics is usually required. Six- or nine-month subject knowledge enhancement courses enable suitable candidates with an A level and relatively little undergraduate experience to develop their knowledge and understanding of their chosen specialism. In July 2012 the Secretary of State announced that schools could employ whoever they wanted as teachers (DfE 2012b). Whilst this has always been possible, schools have usually used the untrained teacher/instructor pay scale rather than paying a qualified teacher salary. Teach First and the July announcement seem to contradict the government’s espoused commitment to teacher subject expertise. From September 2012, all student teachers From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 14 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 will have to pay £9000 fees for the PGCE course and there will be differentiated bursaries dependent on degree classification. It is too early to say what impact these changes will have, however many colleagues have expressed concerns (e.g. Association for Language Learning (ALL) 2012). The white paper (DfE 2010) also introduced Teaching Schools to be akin to Teaching hospitals. Teaching Schools are expected to take a lead in both initial teacher education and professional development for a group of local schools, typically both primary and secondary. They are expected to work with at least one local university ITT provider in developing their provision. School Direct has been introduced as a new route into teaching, where aspirant teachers are recruited and trained by the Teaching School and its partner schools, with variable levels of university input. School Direct (salaried) replaces GTP (Teaching Agency 2012) This new model, with schools taking a larger share of responsibility for ITT creates the potential for a new type of professional who is both a teacher and an academic, somebody who occupies a third space. A third space is a “territory between academic and professional domains, which is colonised primarily by less bounded forms of professional” (Whitchurch 2008, 377). The particular context The University of Manchester Postgraduate Certificate of Education (PGCE) programme is well established and well regarded. It has consistently been graded Outstanding since inspection of initial teacher education was introduced in 2002. The programme has a strong partnership with a substantial core of schools and colleges that have worked with the University over many years. Many mentors completed their PGCE at the University. The entire mathematics course team was renewed during the 2011-12 academic year, following a long period of stable staffing. Alongside two academics with experience in other universities, a joint university/school appointment was made. The school is a long established partner with the University and was one of the first Teaching Schools. The overriding concern of the team was to ensure that all student teachers were supported and challenged to be as successful as possible both in school and academically and that standards were maintained. The PGCE requires students to complete six Masters level assignments and four individual study packs. All students have weekly meetings with their mentors, and termly school visits by their tutors where the tutor, mentor and student teacher discuss progress and agree targets, and termly tutorials. Tutors are expected to quality assure the school placement and moderate mentors’ judgements about progress during these visits. Students also receive support and feedback from tutors on their preparation for school, files and academic assignments; when necessary additional school visits and tutorials are provided. The mathematics education tutors contribute to all aspects of the PGCE programme, recruitment and selection, mentor training and update sessions. Tutors also run seminar sessions for the education and professional studies strand of the PGCE programme where students work in mixed subject groups. The University expects all tutors to undertake research and scholarly activity. As in many other higher education institutions (Pope and Mewborn 2009) any tutor who does not have research qualifications is expected to complete a Masters or Doctorate as required. Mentors are expected to be role models for the student teachers, demonstrating and nurturing reflective practice. They are expected to have a weekly meeting with From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 15 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 their student teacher reviewing progress and negotiating targets. Usually the student teacher works with at least one of the mentor’s classes. The mentor co-ordinates the school experience of the student(s) within the department, and assesses their progress at the end of each placement. The vast majority of students are placed individually. Where students are placed in pairs or threes they each have a personal mentor. The Teaching School has a very strong mathematics department involved in a range of outreach and collaborative work with its family of schools, both primary and secondary. The head of mathematics and the joint school/university appointee have substantial experience in advisory and consultancy work. The joint school/university appointee enabled a different model of placements to be explored. The school department takes four student teachers at any one time and the appointee is mentor to all four. A small number of schools offer contrasting placements to the Teaching School which is a high performing selective girls’ school, enabling eight students to participate during the year. The student teachers write a short application to be involved, mindful of the need to be confident with mathematics up to A level. The school/university joint appointee has both the university tutor role and school mentor role for the student teachers alongside becoming a valued senior member of the school. The evidence At the end of the academic year the team collated the PGCE student outcomes including school grades and academic attainment, and course evaluations. Team members undertook interviews with school based and university based colleagues and identified key points from their reflective journals. The PGCE student data was collected as a matter of course and students gave their permission for its use as part of the case study. Colleagues based in school and university were invited to contribute to the evidence base and volunteers from the university took part in a focus group discussion, while school colleagues had one to one discussions with individual members of the mathematics education team. The joint appointee was not involved in the interviews. A semi-structured interview schedule was devised to help ensure that the same themes were discussed with all interviewees but also to allow the interviewer to probe where appropriate. We investigated whether the tutor groups were equivalent in terms of prior attainment and outcomes. Although the students who had worked with the joint university/school appointee were slightly stronger academically and did particularly well in school, there was no statistically significant difference in performance. All the students who had worked with the joint appointee reported that there was coherence between school and university expectations and were generally happy with the course documentation. Other students were slightly less happy with the overall coherence between school and university expectations. The focus group of university tutors was very positive about the new team, they felt the team was collegiate, pro-active, had high expectations and were very committed. They recommended that team members established clearer boundaries with students and were more confident and assertive in whole course discussions and developments, as the team members had a great deal to contribute. School based colleagues were excited by the opportunity to work more closely with the university. They said that having more student teachers in the department had been very rewarding. They observed that student teachers really benefitted from having access to their mentor/tutor whilst in school. A major concern was that the role From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 16 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 and responsibilities of the joint appointee lacked clarity and colleagues tended to defer everything to do with the student teachers to the joint appointee, even though the department had a number of experienced mentors. During the year there had been a Teaching Agency (TA) funded project on lesson study (Lewis and Tsuchida 1988) involving the Teaching School and University with a number of other partner schools. Teachers, mentors, tutors and student teachers worked together to plan, teach, evaluate, refine, teach and evaluate lessons designed to promote mathematical dialogue and argumentation. This was led by the joint appointee working with a professor from the University. The outcomes were shared at a conference involving colleagues from all the schools involved and all the student teachers (AGGS 2012). The team plans to build on this experience to enhance the effectiveness of the PGCE and its contribution to the professional development of teachers in partnership schools. The tutors found the year challenging: new cultures, documentation, expectations and relationships. For the joint appointee a new school, moving into initial teacher education and embarking on Masters level study was rewarding but very demanding. Time spent travelling between school and university was a lost opportunity for enculturation in either environment. Making space away from the student teachers when in school was difficult. The biggest challenge was, as a mentor, having to assess students on school practice whilst also being the tutor. Conclusion The year provided significant challenges for the tutors developing as a team in a wellestablished ITT provider. In addition the joint school/university appointee had to negotiate a new school in which she had a senior appointment and embark on Masters level study. There is no evidence to suggest that the student teachers had a less good preparation despite the new team. University and school colleagues were positive about the new team and the new type of appointment. Benefits were perceived for the course as a whole and the student teachers. The Teaching Agency funded lesson study pilot was particularly successful, strengthening partnership with schools, enhancing the professional development of all involved and informing future developments of the course. Building on the experiences of the first year the team intend to incorporate collaborative planning, teaching, reflection and evaluation into the programme for all students work more closely with a number of schools pro-actively involve mentors in the university elements of the course exploit synergies across the different emerging routes into teaching be more explicit with student teachers about why they are asked to do what they do ensure that academic assignments are relevant to students’ personal professional development. The team will research the impact of lesson study on the development of the student teachers, colleagues in partner schools and their own understanding of effective pedagogy. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 17 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 References Association for Language Learning (ALL). 2012. Statement from the Association for Language Learning on ITE reform 12/12/2012. http://www.alllanguages.org.uk/uploads/files/Press%20Releases/Statement%20on%20ITE% 20reform%20from%20ALL.pdf Altrincham Girls’ Grammar School (AGGS). 2012. Lesson study conference. http://www.aggs.trafford.sch.uk/index.php/teaching-school/teaching-schoolnews/991-lesson-study-conference-enhancing-dialogue-and-questioning-inmathematics-classrooms Day, C., B. Elliott and A. Kington. 2005. Reform, standards and teacher identity: challenges of sustaining commitment. Teaching and teacher education 21: 563-577. Day, C., P. Sammons, G. Stobart, A. Kington and Q. Gu. 2007. Teachers matter: connecting lives, work and effectiveness. Maidenhead: Open University Press. DfE. 2010. The importance of teaching. London: HMSO. DfE. 2012a. Tripling number of top graduates recruited through Teach First Press release 14/6/2012. http://www.education.gov.uk/inthenews/inthenews/a00210309/triplingnumber-of-top-graduates-recruited-through-teach-first DfE. 2012b. Academies to have the same freedom as free schools over teachers Press release 27/7/2012. http://www.education.gov.uk/inthenews/inthenews/a00212396/academies-tohave-same-freedom-as-free-schools-over-teachers HE academy. http://www.heacademy.ac.uk/professional-recognition Ofsted. 2010. Annual Report 2009/10. London: Ofsted. Ofsted. 2012. Annual report 2010/11. London: Ofsted. Lewis, C. and I. Tsuchida. 1988. A lesson is like a swiftly flowing river: how research lessons improve Japanese education. American Educator Winter, 12-17 and 50-51. Pope, S. and D.S. Mewborn. 2009. Becoming a teacher educator: perspectives from the United Kingdom and the United States. In ICMI Study series 15: The Professional Education and Development of Teachers, ed. R. Even and D. Loewenberg Ball, 113-120. New York: Springer. Smithers, A. and P. Robinson. 2011. The good teacher training guide 2011. Buckingham: Buckingham University. Teaching Agency. 2012. http://www.education.gov.uk/get-into-teaching/teachertraining-options/school-based-training/school-direct.aspx Teach First. 2012. http://graduates.teachfirst.org.uk/recruitment/requirements/teaching-subjectrequirements.html Teach for America. http://www.teachforamerica.org/our-mission TDA 2011 http://www.tda.gov.uk/training-provider/itt/schooldirect.aspx (accessed 21/03/2012). Wellington, J. 2000. Educational research, contemporary issues and practical approaches. London: Continuum. Whitchurch, C. 2008. Shifting identities and blurring boundaries: the emergence of third space professionals in UK higher education. Higher Education Quarterly 62:377–396. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 18 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Argumentative activity in different beginning algebra classes and topics Michal Ayalon and Ruhama Even Weizmann Institute of Science, Israel This study compares students’ opportunities to engage in argumentative activity between two classes taught by the same teacher and across two topics in beginning algebra: forming and investigating algebraic expressions and equivalence of algebraic expressions. The study comprises two case studies, in which each teacher taught two 7th grade classes. All four classes used the same textbook. Analysis of classroom videotapes revealed that the opportunities to engage in argumentative activity related to forming and investigating algebraic expressions were similar in each teacher's two classes. By contrast, substantial differences were found between one teacher's classes with regard to the opportunities to engage in argumentative activity related to equivalence of algebraic expressions. The discussion highlights the contribution of the topic, the teacher, and the class to shaping argumentative activity. Keywords: argumentative activity, mathematics, topic, teacher, class, deductive reasoning, inductive reasoning. Background In recent years, there has been a growing appreciation of the importance of incorporating argumentation into school mathematics. First, because the principal facets of argumentative activity – justifying claims, generating and justifying conjectures, and evaluating arguments – are all essential components of doing, communicating, and recording mathematics. In addition, accumulating research suggests that participation in argumentative activities – which encourage students to explore, confront, and justify different ideas and hypotheses – promotes mathematical understanding (e.g., Yackel and Hanna 2003). However, studies have shown that argumentation is not widely used in mathematics classrooms (e.g., Hiebert et al. 2003). Research also shows that students commonly use different kinds of justifications, which often depart from the norms of the field (e.g., Harel and Sowder 2007). Specifically, research shows that deductive reasoning is a source of great difficulties for students, and that students often have difficulties in constructing arguments treating the general case (Harel and Sowder 2007). Instead, students often employ inductive reasoning, which is considered to be the simplest and most pervasive form of everyday problem-solving activities (Nisbett et al. 1983), and is often students' preferred way to form, test, and justify mathematical conjectures (Harel and Sowder 2007). Studies point to a variety of roles for the teacher in creating opportunities for argumentation (e.g., Yackel 2002). An important role is encouraging students to take an active part in the argumentative activity, e.g., prompting them to generate claims, to provide justifications and to critically evaluate different arguments. Another important role of the teacher involves responding to students’ arguments. Thus, for example, the teacher plays a significant role in explicating students’ justifications to emphasize the structure of the argument, and in supplying argumentative support that From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 19 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 was either omitted or left implicit. Moreover, as a representative of the mathematics community, an important role of the teacher is to present to students what constitutes acceptable mathematical arguments and to model particular ways of constructing and confronting arguments. However, how the interactions among the teacher, the class, and the mathematical topic shape students’ opportunities to engage in argumentative activity is not well understood. The study reported here examines this issue. For this purpose, we use two case studies to compare students’ opportunities to engage in argumentative activity between two classes taught by the same teacher, when learning two beginning algebra topics: forming and investigating algebraic expressions and equivalence of algebraic expression. Each topic requires a different kind of reasoning: Work on forming and investigating algebraic expressions by using substitution of numerical values into expressions mainly requires inductive reasoning. In contrast, work on equivalence of algebraic expressions requires extensive use of deductive reasoning. The specific research question examined is: How do (1) the contribution of the teacher to the argumentative activity, (2) the contribution of the students to the argumentative activity, and (3) the types of justifications, vary between two classes taught by the same teacher using the same textbook and across two beginning algebra topics – forming and investigating algebraic expressions, and equivalence of algebraic expressions? Methodology Participants, setting, and textbook Sarah taught two of the classes, S1 and S2, each in a different school. Rebecca taught the other two classes, R1 and R2, each in a different school. Class work in Sarah’s and Rebecca’s classes consisted almost entirely of work on tasks from the textbook. The textbook used in the four classes was part of the Everybody Learns Mathematics program (1995-2002). This study focuses on four central units: Two units deal with forming and investigating algebraic expressions, mainly by substituting numerical values into expressions as a means to develop a sense about their behaviour (e.g., task 1 in Figure 1). Work within these units largely requires inductive reasoning. Two additional units focus on equivalence of algebraic expressions, dealing with identifying, generating, and justifying the equivalence or non-equivalence of expressions by employing several ideas, such as substituting numerical values into expressions as a means to prove non-equivalence, substituting numerical values into expressions as an inadequate means to prove equivalence, and expanding and simplifying expressions as a means to maintain/prove equivalence (e.g., task 2 in Figure 1). Work within this topic requires extensive use of deductive reasoning, i.e., proving equivalence and non-equivalence of expressions. Data collection The main data source was video and audiotapes of the teaching of the four units in each of the four classes. Data analysis Detailed data analysis of the lessons included only the whole-class work. The videotaped lessons were transcribed and the argumentative activity in each class during the whole-class work on each topic was then analysed. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 20 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 1) Consider the algebraic expression 4 – k: Find a positive number and a negative number whose substitution yields a positive result. Is there a positive number whose substitution yields a negative result? Demonstrate it. Is there a negative number whose substitution yields a negative result? Explain why. 2) Find among the following pairs of expressions a pair in which the expressions are not equivalent: 2∙m, m∙2 1∙m, m m – 4, 4 – m m + 4, 4 + m For each of the remaining pairs, find a property that shows that the expressions are equivalent. Figure 1. Examples of textbook tasks (abbreviated from Robinson and Taizi 1997). The first step of analysis was to examine the teacher’s and the students’ utterances according to their argumentative function within the whole-class work (e.g., claim, request for claim, justification, request for justification). The second step was to identify the teacher's and students' argumentative moves associated with each claim, indicating them as an argumentative sequence. Two kinds of claims were the focus of the analysis. One was related to generalizations of the behaviour of algebraic expressions in the case of forming and investigating algebraic expressions (10 such claims were found in each of the four classes). A second kind of claims was about determining the equivalence of algebraic expressions in the case of equivalence of algebraic expressions (13, 11, 33, 30 claims in S1, S2, R1, and R2 respectively). The third step of the analysis involved classifying the types of justifications raised in the argumentative sequences into one of two types: (1) justifications based on a general mathematical rule, and (2) justifications based on a numerical example. We then compared for each topic the two classes taught by each teacher on the contribution of the teacher to the argumentative activity, the contribution of the students to the argumentative activity, and the types of justifications suggested in class. Argumentative activity in Sarah's classes Analysis of classroom data revealed that the teacher’s contribution to the argumentative activity, the students’ contribution to the argumentative activity, and the types of justifications suggested in class were similar in Sarah’s two classes, for each of the two mathematics topics. Sarah’s contribution. Sarah prompted her students to establish the claims (generalization for the behaviour of algebraic expressions or determining the equivalence of algebraic expressions). She was the one who usually provided the justifications for the claims, supporting them with proof-related ideas on which they are based. Students’ contribution. The students provided the claims. Types of justifications. Almost all of the justifications in both classes were based on general mathematical rules. The following episode from S1 class work on task 2 in Figure 1 illustrates the recurrent argumentative sequence in Sarah’s two classes in the two topics. Sarah pointed at the expressions 2∙m and m∙2: From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 21 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The contributor Utterance The argumentative moves Sarah Are they equivalent? Request for a claim Student Equivalent Claim Sarah Right. These expressions are equivalent. In order to prove equivalence we have to use the properties. Here it is the commutative property. We have multiplication so we are permitted to replace the order and it will be the same. Justification (based on a general mathematical rule) + the proof-related idea on which the justification is based. Argumentative activity in Rebecca's classes As in Sarah’s classes, analysis of classroom data revealed that the teacher’s contribution to the argumentative activity, the students’ contribution to the argumentative activity, and the types of justifications suggested in class, were similar in Rebecca’s two classes during the whole-class work on forming and investigating algebraic expressions. Rebecca’s contribution. Unlike Sarah, in addition to prompting her students to establish claims (generalization for the behaviour of algebraic expressions), Rebecca also requested students to justify the claims and encouraged a dialectical discourse among students, by asking for their opinion about a claim raised in class. Her response to students’ arguments was approval. Students’ contribution. Rebecca’s students provided the claims, the justifications, and collectively evaluated claims offered in class. Types of justifications. Almost all the justifications in both classes were based on general mathematical rules. The following episode from R2 class work on task 1 in Figure 1 illustrates the recurrent argumentative sequence in both of Rebecca’s classes on this topic. After substituting positive and negative numbers into the expression 4 – k, Rebecca asked the class to generalize the outcomes produced by the substitutions, and a student suggested a generalization. Rebecca asked for the other students’ opinion about it, which led to students’ collective evaluation: The contributor Utterance The argumentative moves Rebecca Which numbers will give positive results? Request for a claim Student 1 Any number smaller than four Claim Rebecca Did you hear what she said? Is she right? Challenge for evaluation Student 2 I don’t think she is right Objection Student 3 Because if she substitutes half… Justification (for the opposition) Student 4 If she substitutes half it will be okay Opposition Student 5 Minus one? Justification (for the first opposition) Rebecca Substitute minus one here [points to the algebraic expression] Challenge for examination Later on, the students accepted the initial generalization and justified it. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 22 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 In contrast to the previous results, in the case of equivalence of algebraic expressions, while similarity was found in both classes in the teacher’s contribution to the argumentative activity during the whole-class work, considerable differences were found between the classes with regard to the contribution of the students to the argumentative activity and the types of justifications suggested in class. Rebecca’s contribution. As in the previous case, in both her classes, Rebecca encouraged her students to establish claims (determining the equivalence of algebraic expressions), to justify claims, and to evaluate claims. Her response to students’ justifications was approving the correct ones or encouraging a different justification in cases of the incorrect ones, with no explicit distinction between adequate and inadequate justifications. Students’ contribution. In both classes students provided the claims and the justifications. However, whereas in R1 students’ arguments were frequently challenged and evaluated by their peers, in R2, despite of Rebecca's encouragement, no critical evaluation among students developed. Types of justifications. In R1, all justifications relied on general rules – simplifying and expanding algebraic expressions by using properties of real numbers. In contrast, in R2, students repeatedly suggested substituting numerical values into expressions to prove equivalence (a specific case of supportive examples for universal statements as mathematically invalid). The following episode from R2 class work on task 2 in Figure 1 illustrates the recurrent argumentative sequence in R2. Rebecca pointed at the pair of expressions m + 4 and 4 + m written on the board: The contributor Utterance The argumentative moves Rebecca Are they equivalent? Request for a claim Student Equivalent Claim Rebecca How can I prove it? Request for justification Student Because if you substitute 2 you get 6 in both Justification Rebecca Okay. But maybe it is by coincidence? Request for justification Student Substitute 3 justification Rebecca [Substituting 3 in both expressions and obtaining 7 in both]. Do we have to substitute more numbers in order to prove that they are equivalent? What do you think? Request for justification Substitute 4 justification Student Discussion One main finding was the identification of a typical approach to argumentation of each teacher, as manifested in both her classes and during the teaching of both topics. Sarah’s argumentation approach exposed students to mathematical arguments and explicit ideas of proving, but it did not give the students a significant role in their generation and evaluation. Rebecca’s approach to argumentation largely shifted to students the responsibility for justifying and evaluating claims, but she seldom discussed the arguments raised in class or offered an explicit distinction between adequate and inadequate ones. While restricted to the cases of this study, this finding From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 23 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 of a “constant” teaching approach to argumentation that hardly changes even when the situations change provides new information for research dealing with teaching mathematics in general and in encouraging class argumentation in particular, and requires further examination. Still, another main finding was the identification of differences in the opportunities for argumentative activity in the case of one of the teachers in the teaching of one of the topics. The argumentative activity during work on forming and investigating algebraic expressions was similar in Sarah’s two classes as well as in Rebecca’s two classes. However, whereas the argumentative activity during work on equivalence of algebraic expressions was similar in Sarah’s classes, there were substantial differences during work on this topic between Rebecca’s classes. These differences were expressed in different types of justifications provided by students in each class and in the extent to which dialectical discourse developed in each class. These differences can be related to the intersection of mathematical situations that involve deductive reasoning, known to be difficult for students (Harel and Sowder 2007), and Rebecca’s approach to argumentation, which included students but hardly acted on their contributions. In contrast, work associated with forming and investigating algebraic expressions basically involves inductive reasoning, known to be students’ usual preferred way to form and test mathematical conjectures (e.g., Harel and Sowder 2007). Consequently, it is possible that the use of inductive reasoning suited students’ preferences. In Sarah’s case, however, her “non-inclusive” approach apparently prevented the class and the mathematical topic from playing a dominant role; thus they did not serve as a source of differences in neither of the topics. These findings emphasize the need for further research into the role of the mathematical topic – in addition to the teacher – and in particular inductive- and deductive-related topics, in shaping the argumentative activity in class. Likewise, they highlight the need to incorporate attention to another factor: the classroom. References Harel, G., and L. Sowder. 2007. Toward a comprehensive perspective on proof. In Second handbook of research on mathematics teaching and learning: A project of the National Council of Teachers of Mathematics, ed. F. K. Lester, 805-842. Charlotte, NC: Information Age. Hiebert, J., R. Gallimore, H. Garnier, K. B. Givvin, H. Hollingsworth, J. Jacobs, J. Stigler. 2003. Teaching mathematics in seven countries: Results from the TIMSS 1999 video study. Washington, DC: National Centre for Education Statistics. Nisbett, R., D. Krantz, C. Jepson, and Z. Kunda. 1983. The use of statistical heuristics in everyday inductive reasoning. Psychological Review, 90: 339-363. Robinson, N., and N. Taizi. 1997. On algebraic expressions 1. Rehovot, Israel: Weizmann Institute of Science. (in Hebrew) Yackel, E. 2002. What we can learn from analyzing the teacher's role in collective argumentation. Journal of Mathematical Behavior, 21: 423-440. Yackel, E., and G. Hanna. 2003. Reasoning and proof. In A research companion to principles and standards for school mathematics, ed by J. Kilpatrick, W. G. Martin, and D. Schifter, 227-236. Reston, VA: National Council of Teachers of Mathematics. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 24 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Calculating: What can Year 5 children do now? Alison Borthwick and Micky Harcourt-Heath In 2006, 2008 and 2010 we collected and analysed answers from a Year 5 QCA test paper to explore the range of calculation strategies used by a sample of approximately 1000 Year 5 children. Once again in 2012 we have repeated this research using the same group of 22 schools. This paper explores the findings from the 2012 data, including case studies. It examines the range of strategies used by the children. We conclude by considering if and how the use of particular calculation strategies has impacted on the overall results and we ask if this shows greater clarity about which strategies lead children to success. Keywords: calculations, strategies, primary mathematics Introduction This Year 5 research emerged (Borthwick and Harcourt-Heath 2007) when the National Numeracy Strategy (NNS) (DfEE 1999) was the main framework that teachers used to support them in planning and delivering mathematics in the English National Curriculum. Prior to the introduction of the NNS the mathematics curriculum had focused more on the applications of mathematics and less on written calculation strategies. However, the NNS placed more emphasis on arithmetic skills and children were exposed to perhaps alternative methods for calculating than they had been shown before (e.g. number lines and the grid method). The UK now has a renewed Primary Framework for Mathematics (DfES 2006), which still includes this emphasis on written calculation strategies. One of the main aims of both the original and revised mathematics curriculum was to provide children with the “ability to calculate accurately and efficiently, both mentally and with pencil and paper, drawing on a range of calculation strategies” (DfEE 1999, 4). We have also retained this aim as our benchmark when analysing the Year 5 data. However, while our longitudinal study continues to follow the progress of children’s success with written calculation strategies, other research shows that this proficiency with calculations is not yet secure for many pupils. Howat (2006) reported that children (aged 8 years old) were still failing in arithmetic because they were unable to sufficiently understand that a ten in a two-digit number could be ten ones or one ten. While there is a plethora of research that examines children’s progress and understanding in specific calculation strategies (e.g. Anghileri 2001; Anghileri, Beishuizen and van Putten 2002), our study is unique in that it involves large scale data spanning across the last six years which looks at strategies for all four operations. However, this paper concentrates only on the 2012 outcomes rather than the previous data (Borthwick and Harcourt-Heath 2007; 2010). Methodology and context Data was collected from test papers completed by Year 5 children from 22 schools throughout Norfolk. A range of primary and junior schools were selected. Responses to four questions from each of the papers were analysed for their calculation From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 25 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 strategies. One question each for addition, subtraction, multiplication and division was used. Calculation Question Addition 546 + 423 Subtraction 317 – 180 Multiplication 56 x 24 Division 222 ÷ 3 Table 1. Questions from QCA Year 5 test paper The four questions we selected were chosen as they had no context and required children to perform a calculation, as opposed to less abstract problems that involve children in some interpretation before a calculation can be carried out. The categories used for analysis were determined by the National Numeracy Strategy (DfEE 1999) and other research (e.g. Beishuizen 1999). Findings and discussion Each of the following sections looks at proportions of children using the range of strategies for the four questions and includes examples of children’s work. Addition 94% correct / 6% incorrect 546 + 423 Number Correct Number Incorrect Percentage Correct Percentage Incorrect Not attempted Standard algorithm 430 10 98% 2% Number Line 32 7 95% 5% Partitioning 179 9 95% 5% Expanded vertical 168 6 97% 3% Answer only 114 22 84% 16% Other 14 8 64% 36% Totals 937 62 94% 6% Table 2: Results from 999 children for addition question. This question was by its very nature the least useful because it did not require bridging through ten or one hundred. As a result, a number of different strategies were identified. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 26 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Subtraction 69% correct / 31% incorrect 317 – 180 Number Correct Not attempted Number Incorrect Percentage Correct Percentage Incorrect 11 Standard Algorithm – decomposition 106 71 60% 40% Standard Algorithm – equal addition 0 2 0% 100% Number Line 484 70 87% 13% Negative Number 13 5 72% 28% Counting Up 20 65 24% 76% Counting Back 16 1 94% 6% Answer only 28 9 76% 24% Other 24 74 24% 76% Totals 691 308 69% 31% Table 3: Results from 999 children for subtraction question. Almost all children attempted to answer this question, with the number line emerging as the most often selected and successful strategy (see Figure 2 below for an example). However, those children who employed the counting up strategy but did not record the number line were not as successful as those who drew it to aid their thinking. Almost one fifth of children selected the standard algorithm but this was much less successfully employed. As illustrated in Figure 1 below, some children still demonstrate a lack of understanding about subtraction by using partitioning inappropriately and incorrectly. Figure 1 Figure 2 Multiplication 42% correct / 58% incorrect 56 x 24 Number Correct Number Incorrect Percentage Correct From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 27 Percentage Incorrect Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Not attempted 109 Standard Algorithm 5 19 21% 79% 397 283 58% 42% Expanded Vertical 7 7 50% 50% Two partial products only 0 70 Answer Only 0 14 0% 100% Other 11 77 13% 87% Totals 420 579 42% 58% Grid Method 100% Table 4: Results from 999 children for multiplication question. Over two thirds of the children chose to use the grid method for completing the multiplication calculation. We were surprised to note that this category had both the highest number of correct (397) and the highest number of incorrect (283) responses. While Figure 3 below shows an appropriate grid structure, the presentation of the multiples of tens numbers (e.g. 50 and 120) might cause us to question issues of place value. It could be suggested that children had been taught to think when multiplying 20 by 50 that you simply multiply 2 by 5 and add two zeros. The particular example shown also demonstrates the impact of incorrect partial product calculations on the overall answer. The second example, Figure 4, shows a typical representation of the ‘two partial products’ category that more than 7% of the children used. Figure 3 Figure 4 Division 38% correct / 62% incorrect 222 ÷ 3 Number Correct Not attempted Standard Algorithm Number Incorrect Percentage Correct Percentage Incorrect 151 48 38 56% From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 28 44% Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Chunking Down 58 19 75% 25% Chunking Up 83 47 64% 36% Number Line 152 142 52% 48% Answer Only 19 96 17% 83% Other 23 123 16% 84% Totals 383 616 38% 62% Table 5: Results from 999 children for division question. This calculation was the least well answered with 15% not even attempting it. Although the number line was selected most often, a significant proportion of children did not gain a correct answer through its use. Examination of the children’s responses revealed that the underlying strategies are not secure, for example, children repeat the subtraction of 3 but they seem not to be moving to the next stage where they are subtracting multiple ‘chunks’ of 3. This leads to inefficiency and simple errors in calculation. Case study Figure 5 Figure 6 The two examples shown in Figures 5 and 6 are taken from children in the same class. 95% of the 21 children in this group answered the division question correctly and they all used the same ‘sharing’ strategy and similar layout. Whilst this could demonstrate that the children had been taught to answer this algorithmically, closer analysis showed that children had chosen different sized ‘chunks’. This would suggest that while children have been taught this particular method, they have also been given the associated mental skills and understanding to make it their own, even to the point where the first child has used a negative chunk to readjust. It is interesting to note that in the same school the parallel class employed a range of division strategies with a lower 65% of children answering correctly. Conclusion The overarching aim of this paper was to report on the findings from the 2012 data and examine the range of strategies used by the children. From this analysis it is clear that the number line still seems to be under-utilised, despite the wealth of research that reinforces the strength of this particular method (e.g. Beishuizen 1999; Anghileri, From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 29 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Beishuizen and van Putten 2002). While more informal strategies are being used, according to this research, there is some evidence to suggest that these are being sometimes taught algorithmically. This would suggest that teachers’ subject knowledge is still weak, despite the fact that it is widely recognised that the mathematical subject knowledge of teachers is an important factor in the teaching and learning of mathematics (Williams 2008). Indeed it was Williams (2008) who recommended that every school should have access to a maths specialist teacher (MaST). This has not yet been fulfilled. Division remains the weakest calculation in terms of success in the 2012 data and does seem to be as Watson and Mason (2012) describe, for many children, ‘the odd one out’. While Watson and Mason talk of children developing ‘coping strategies’ to ‘get away with it’ our research would show that for many children, they simply do not even tackle this calculation. This research tells us that there are some Year 5 children who are still not able to complete age related calculation questions for all four rules. This continues to have implications for schools with regard to the policies they adopt for calculations but also the importance they place on other aspects of learning mathematics, such as representation (e.g. Barmby et al. 2011). References Anghileri, J. 2001. Development of division strategies for Year 5 pupils in ten English schools. British Educational Research Journal, 27 (1): 85-103. ----------- 2007. Developing number sense. London: Continuum. Anghileri, J., M. Beishuizen and K. van Putten. 2002. From informal strategies to structured procedures: Mind the gap! Educational Studies in Mathematics, 49 (2): 149-170. Barmby, P., T. Harries, S. Higgins, and J. Suggate. 2009. The array representation and primary children’s understanding and reasoning in multiplication. Educational Studies in Mathematics, 70 (3): 217-41. Beishuizen, M. 1999. The empty number line as a new model. In Issues in Teaching Numeracy in Primary Schools, ed. I. Thompson. Buckingham: Open University Press. Borthwick, A. and M. Harcourt-Heath. 2007. Calculation strategies used by Year 5 children. Proceedings of the British Society for Research into Learning Mathematics, 27 (1): 12-17. ---------- 2010. Calculating: What can Year 5 children do? Proceedings of the British Society for Research into Learning Mathematics, 30 (3): 13-18. Department for Education and Employment. 1999. Framework for teaching Mathematics from Reception to Year 6. London: DfEE. Department for Education and Skills. 2006. Primary framework for Literacy and Mathematics. London: DfES. Howat, H. 2006. Participation in elementary mathematics: an analysis of engagement, attainment and intervention. Unpublished PhD thesis, University of Warwick. Watson, A. and J. Mason. 2012. Division – the sleeping dragon. Mathematical Teaching, 230: 27-29. Williams, P. 2008. Independent review of mathematics teaching in early years settings and primary schools. London: DfCSF. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 30 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Relentless consistency: Analysing a mathematics prospective teacher education course through Fullan’s six secrets of change Laurinda Brown University of Bristol, Graduate School of Education In the leadership of change literature, Michael Fullan’s work is influential. He has developed theories about the process of working rather than the content of that process. The work of a mathematics teacher educator could be seen as leading change for a group of prospective teachers. This paper aims to use Fullan’s ‘six secrets of change’ to analyse the structure of the mathematics education aspects of the one-year University of Bristol Postgraduate Certificate of Education (PGCE) course, to gain insight into both practices that illustrate Fullan’s ‘secrets’ and possible developments to the course given aspects of the secrets not in evidence. Fullan’s idea of ‘relentless consistency’ seems to fit with the way the prospective teachers evaluate strengths of the course. Key words: mathematics education; leadership of change; mathematics teacher education: relentless consistency. Introduction I first worked with a one-year PGCE group at the University of Bristol, Graduate School of Education in 1990. In the UK, prospective secondary mathematics teachers will have a degree in mathematics or a mathematics-related subject and apply to a university education department for a one-year PGCE course either directly after completing their degree or, later in life, after having worked in such careers as being an actuary, engineering, ICT professional or even managing a pub or tree-felling! Two of us work together running the PGCE course and we like to interview and offer places to those students who contribute to the widest spread of age; experience; and views and applications of mathematics as possible. We find that the multiplicity of views and the fact that we, as tutors, do not believe that there is one way of teaching mathematics lead to an energised learning environment where the interactions and sharing between the group of prospective teachers is central. Their task, given to them at the start of the year, is to become the teacher that is possible for them. The importance of the group interactions is often commented on as part of our end-of-year evaluations. Given that our prospective teachers already have their mathematicsrelated degrees, we do not need to teach them advanced mathematics as such. We do, however, spend time in workshops where they transform their learning of mathematics to extend the range of their possible offers to their pupils through listening to and working with the different ways their fellow prospective teachers have of solving mathematical problems or of presenting activities to their students. However, we have not found a way of analysing the structure of the course to allow us to gain a sense of why these ways of working provide the positive learning experiences that taking the course seems to provide consistently over the years, and what we are not doing that could potentially develop the course further. Although, of course, there have been innovations on the course, often responding to feedback, it From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 31 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 has basically stayed the same structure for the last twenty years, throughout many changes in the mathematics curriculum in schools. Design of the Course The PGCE mathematics course was designed on enactivist principles. A strapline that I would use for this is ‘seeing more, seeing differently’. There is not space in this paper to describe enactivist principles in detail but my colleague, Alf Coles, and I have written about these most recently in a paper in ZDM (Brown and Coles 2011), describing how practices of ‘deliberate analysis’ can be used by novices and experts. Novices do not have to behave in different ways from experts when they learn. These practices are used on the PGCE course at Bristol where Alf Coles and I now work together. We are working to support the prospective teachers in extending their range of practices and to do this they have to become aware of what they are not doing. We have various strategies for this but in this paper, I want to illustrate how our own learning can be exemplified by looking through a different perspective to support us in seeing what is not there to develop our own practices as teacher educators. Fullan’s Six Secrets of Change After working with the Blair government in the UK to implement the National Strategies for numeracy and literacy, Fullan applied his learning to the raising of standards in literacy and numeracy in Ontario, Canada. The large-scale project description can be found on the web and states that “Our goal is to have 75 per cent of 12-year-old students achieving a high standard of proficiency in reading, writing, and mathematics” (Ministry of Education, Ontario, ‘Reach every student’ 2008, 5) over an initial four years of implementation. Fullan’s learning, applied in the Ontario project, was distilled in his book Six Secrets of Change (2008). The six secrets read like sound-bites. They are statements related, crucially, to the process of working as leaders of change rather than anything to do with the content of the change process. So, the sound-bites do not mention literacy or numeracy, for instance. The six secrets of change are: 1. Love your employees; 2. Connect peers with purpose; 3. Capacity building prevails; 4. Learning is the work; 5. Transparency rules; and 6. Systems learn. In what follows, for each of these secrets, there will be a paragraph explaining some of the thinking and strategies suggested by Fullan. After these paragraphs, sections of the PGCE syllabus and handbook will be discussed, seen through the headings to give insight into the processes used. The use of any framework applied to the familiar is only useful if it can see what we would not normally see. Where are the gaps between the framework of Fullan’s Six Secrets of Change and what we currently do that could shed light on where, perhaps, we could develop the course in the future. Although the six secrets are given separate labels they need to be seen as inter-related in that “the same action can enhance several secrets simultaneously” (Fullan 2008, 37). All six secrets, any one of which can support an aspect of a community, “in total point to what is missing” (37). 1. Love your employees We need to value teachers (employees) as much as the children and parents (customers). Fullan quotes Barber and Mourshed, “the quality of the education system cannot exceed the quality of its teachers” (2007, 23). So, “one of the ways you love your employees is by creating the conditions for them to succeed” (25). How do you From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 32 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 support people to “find meaning, increased skill development and personal satisfaction in making contributions that simultaneously fulfil their own goals and the goals of the organization” (25)? 2. Connect peers with purpose There is an acceptance that we learn through doing when this is related to a purpose, such as implementing change through new materials; new behaviours/practices; or/and new beliefs/understandings in a cyclical manner. Findings are focused at a meta-level to the content of teaching and learning. The basic challenge here is, how can teachers (or children in schools) take forward the agenda as their own? 3. Capacity building prevails Initially, Fullan advises leaders to give descriptive, not judgemental, feedback, building feedback into the system. Over time, the conversations can become more open and are learning conversations, in that both parties are learning. In schools, children might be feeding back what they have been doing on A3 sheets for class discussion and in meetings of teachers, similarly, teachers might share how they did a problem and discuss with each other. 4. Learning is the work Fullan discusses the importance of ‘relentless consistency’ within the system, not to dampen creativity but to allow the rethinking and redoing cycle that seems to be so important. In his work with teachers, ‘snapshot views’ are used to support them becoming aware of their own learning. The system supports the teachers in observing themselves, “making a science of performance”. 5. Transparency rules This is not “attempting to use the measurement tail to wag the performance dog” (93), nor “measuring things that are not amenable to action” (94). So, transparency is “openness about results” and “what practices are most strongly connected to successful outcomes” (99). Therefore, in a non-punitive system, transparency rules when it is combined with deep learning in context as opposed to league tables (paraphrased 103). 6. Systems learn Focus on developing many leaders working together, instead of relying on key individuals. These leaders “approach complexity with a combination of humility and faith that effectiveness can be maximized” (109). Secret 6 is the meta-secret because it builds on secrets one to five. Guidelines for action for leaders are “Act and talk as if you were in control and project confidence; take credit and some blame; talk about the future; be specific about the few things that matter and keep repeating them” (Pfeffer and Sutton 2006, 206, quoted in Fullan 2008, 119). Discussion Each year, during the summer between cohorts on the PGCE course, which starts in September and finishes in June/July, our mathematics course handbook is updated. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 33 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Ofsted, one year, praised our handbook for being slim-line whilst describing exactly what happens. Through changes in competences to standards; national curricula for mathematics; strategies; and initiatives such as Every Child Matters, our handbook, at its heart, remains unchanged. Why this is possible can be seen from this extract from the introduction to the ‘programme and us’, at the start of the handbook (see next section for a discussion): There is not one way to teach mathematics. Schools use a variety of approaches and we see the programme as allowing each individual student teacher: to experience that variety by: working in at least two different schools with different approaches supported by an Associate Tutor (AT) in each school; sharing the impressions of others on the PGCE programme; and day visits to three schools. to discover how best to use themselves and their talents to teach mathematics effectively to those children with whom they work, supported by sharing perspectives on reading and research to develop flexibility of approach in their classroom to learn new skills. You will find a range of age, work experience, technological skills, mathematical interests and mathematical expertise within the group. The programme aims to use the strengths of the group of student teachers in partnership with the PGCE tutors and the Associate Tutors [mathematics department mentors in schools] to support each other through: working at issues of teaching and learning doing mathematics together: at your own level to plug gaps in your knowledge, e.g., find an applied mathematician to help you work at mechanics which you have never done; tackling activities to see what the children might experience and extend your appreciation of the range of possible approaches sharing technical skills such as using computer equipment and packages and developing academic writing working in a variety of schools with different practices and comparing and contrasting those with the experiences of others in the group. Applying Fullan’s Framework Fullan would argue that planning is important but better as a 5-page document (rather than a thick manual) where the structures are built of doing and evaluating because “you are more likely to behave your way into new ways of thinking than you are to think your way into new ways of behaving” (2008). Our slim-line handbook inducts the students into processes: they are going to be working in a group; doing mathematics; sharing skills; comparing and contrasting experiences with others; and, most importantly, discovering how best to use themselves to teach mathematics effectively (so that children learn). So, these prospective teachers are being supported in finding their own meaning (Secret 1), and we are creating conditions in which evidence would say the majority of them thrive. In the first session of the year, we share the purpose with them of the year being about finding the teacher they can become (Secret 2). We continue throughout the year to check out where they are in this task through tutorials and when we visit them in schools. The handbook talks in terms of processes, not of the content of syllabuses or of particular mathematics. The course is described at a meta-level. In the timetable for the Autumn Term of the course, structures emerge. On Friday mornings there are From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 34 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 ‘Groups’, where we split the cohort into two, effectively tutor groups. This sub-group has the same tutor, who will visit them in school and work with them in reflecting time on Friday mornings at the university. Monday mornings are workshops where we work at some mathematical activities together as a class and then develop our thinking on issues that arise. Similarly, there are patterns that emerge over the year, for instance, when the prospective teachers arrive back from a period of school practice, they sit in reflecting teams of three (in almost all cases!) to discuss their developing practice using the details of their experiences to distil out issues. These practices have the feel of ‘relentless consistency’ (Secret 4). The way the course works is through these rethinking and redoing cycles. During the group sessions on Friday, we are explicit about a way of working where they share details of their practices and listen to others to extend their range of possible strategies, not judge what someone else offers. Over time, the group learns to trust this process and shares more openly in learning conversations (Secret 3). From the details of practice arise intentions or issues, such as, how do we get children sharing responses to an activity? The group often then develops a range of strategies to tackle such an issue from both their observations of other teachers in the different schools and their own teaching. So, the relentless consistency of these practices does not dampen creativity but supports the prospective teachers in both seeing the strategies they use as valuable to others, whilst also seeing more and differently in that they are opened up to strategies they were not aware of that become possibilities for future action for themselves. There is ‘deep learning in context’, not a league table of the best to worst prospective teachers in the group (Secret 5). The sharing is in relation to teaching strategies that support the children to learn effectively. And the system learns (Secret 6). As leaders of the group, we keep repeating the things that matter, e.g., “no right or wrong action, just what you did and reflecting on it”, and there do not seem to be many of these statements. We talk about the future, since there are communities of ex-PGCE teachers in the schools that we work with in partnership. As our student teachers learn to learn about the children in their classrooms as mathematics learners, we learn about the patterns related to becoming a teacher of mathematics. The student teachers have the task of learning to teach mathematics, however, we cannot do it for them. We do ‘project confidence’ (Secret 6), because experience tells us that what we do works, even when we do not answer their requests for a lesson that will work tomorrow. We do not teach in their practice schools. What we can do on the course is provide them with the conditions to succeed. What’s not there? When I first read Fullan’s book, there was so much that I felt I was recognising and images from our course were present for me. Here was another language I could use to describe the background structures to the course. Although I have tried to give an indication of how each secret could be illustrated, it is the case that for me the six are inter-related. What also happened was that, in reflecting on the six, I became aware of what was missing so we can further develop the course. The mathematics PGCE course is not run in isolation from the whole PGCE course and there are 4 points during the year, called Review Points, where the prospective teachers and their ATs think about progress. This is not against the standards, as such, because we have a course document where ‘pen portraits’ have been written that describe, at each Review Point, what behaviours could be evidenced From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 35 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 for each of the (currently) 8 standards and from Very Good, through Good and Satisfactory to Pass. In reading Secret 4, I initially considered that these Review Points were the snapshot views. However, so much else from the secrets was being contradicted through their use, including the judgements that somehow take away from the individual student teacher’s sense of purpose. As time went by, I realised that what would be a strong development for the course would be if the prospective teachers had a mechanism through which they could take ‘snapshot views’ to support them becoming aware of their own learning, the system supporting them in ‘making a science of their own learning’. Coincidentally, Alf Coles (2012) has an interest in using video for professional development and the next connection was obvious. We are now in a process through which I can imagine that prospective teachers in the future will use video-recordings of their lessons over the year with snapshots illustrating their progress and awareness of their learning. In the first year, we ran a research project where 7 of the group with their ATS and the two UTs worked as a collaborative group to develop use of ICT and supported the student teachers in taking a video showing progress in learning of the children whilst using an ICT programme. During this academic year, we have now built the same task into an assignment for everyone in the PGCE mathematics group. We are looking long term for video recordings to become part of the culture of the course as a learning tool for the student teachers’ progress. This is already beginning! At a recent meeting of ATs, one AT talked, without our direction, about how he had used video recordings in his department to support professional development after working with them on our course as a student teacher. Learning is the work and this positive feedback bodes well for the relentless consistency of their use in the future! References Barber, M. and M. Mourshed. 2007. How the world’s best-performing school systems come out on top. London: McKinsey and Co. Brown, L. and A. Coles. 2011. Developing expertise: how enactivism re-frames mathematics teacher development. ZDM Mathematics Education 43, 861-873. Coles, A. 2012. Using video for professional development: the role of the discussion facilitator. Journal of Mathematics Teacher Education. DOI 10.1007/s10857012-9225-0. Fullan, M. 2008. Six secrets of change: what the best leaders do to help their organizations survive and thrive. San Francisco, CA: Jossey-Bass. Pfeffer, J. and R. I. Sutton. 2006. Hard facts, dangerous half-truths and total nonsense: profiting from evidence-based management. Boston: Harvard Business School Press. Ministry of Education, Ontario. 2008. Reach every student: Energizing Ontario Education. http://www.edu.gov.on.ca/eng/document/energize/. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 36 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Educational game Euro-Axio-Polis: Mathematics, economic crisis and sustainability Maria Chionidou-Moskofogloua, Georgia Liarakoua, Efstathios Stefosa, Zoi Moskofogloub a University of the Aegean- Rhodes Greece, bUniversity College London A game called Euro-Axio-Polis was constructed by students of the Aegean University aiming to promote teaching and learning on mathematics and sustainability for 6th grade pupils. 40 students played Euro-Axio-Polis and Monopoly to investigate differences between the two games, and wrote five key words that characterized each game. Also 19 sixth grade pupils played the Euro-Axio-Polis game during students’ teaching practice and wrote five key words about the game. The research results suggest that Monopoly reflects capitalist economic terms and social values while Euro-Axio-Polis reflects social values associated with sustainable development such as solidarity and equity. Pupils were more likely than students to make reference to socio-political issues such as parliament, education, democracy, elections and political power. As far as mathematics is concerned, most students and half of 6th grade pupils recall the mathematical concepts percentages and interest rates while they played Euro-Axio-Polis. Keywords: teacher training, cross thematic teaching approaches, mathematics, sustainability and values Overview Research in mathematics education and training over the last decades has focused on the enhancement of new pedagogical and epistemological approaches to learning and teaching mathematics. However, the shift from the positivist paradigm about mathematics as well as from the teacher-centered instructional models towards constructivist and emancipatory ones is a challenging task for many mathematics education students. It is difficult for them to understand, for example, how mathematics is related to cultural issues and ideas that may affect peoples’ everyday lives (Burton 2004; Chasapis 1996) and what is the meaning of contextual and authentic learning in mathematics education (Lave and Wenger 1991). As is the case for facilitation of pupils’ mathematical learning, trainee teachers may also learn better by doing, i.e., designing and exploring new approaches to teaching and learning in a collaborative context, developing some novel learning activities, experimenting and reflecting critically on them, and transforming their own new mathematical discourse as well as their instructional schemas. By doing so students are also beginning to learn a) how to relate theory with practice in mathematics education (Jaworski 2006; Sakonidis 2012; Rowland et al. 2012; Lerman, Murphy and Winbourne 2012); b) how to deal with complexity while creating and managing meaningful and flexible learning environment (Potari and Jaworski 2002); c) how to realize critical epistemological concepts, such as Leone’s Burton “four epistemological challenges” (2004) to mathematics education. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 37 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Having adopted most of the above dimensions of pedagogical philosophy, the formal Curriculum Development Design for Mathematics, introduced by the Greek Ministry of Education (Pedagogical Institute 2003), has given emphasis, among others, on a) the implementation of some inter-disciplinary and cross-thematic (Chionidou-Moskofoglou 2007) projects within all school subjects; b) the provision of extra time for a “Flexible Zone” type of instruction during which open and innovative approaches to learning and teaching can be applied by teachers; c) teachers’ efforts for pedagogical enrichment of the school instructional context; d) pedagogical instrumentalization of digital technology; e) exploring and introducing new approaches to mathematics attainment evaluation. In an attempt to facilitate university students’ professional empowerment towards this direction, an educational game has been designed and evaluated as an alternative ecological approach to mathematical instruction that makes connections between mathematics and socio-economic problem solving. The idea of approaching mathematics as a socio- cultural product has been introduced and a very promising area for this notion is this concept of sustainability (Petocz and Reid 2003; Clarke 2012). Sustainability has become a central notion in environmental policy discourse over the last two decades. Trying to regulate the relations between human societies and nature, sustainability is a complex and open concept that lends itself to many different interpretations (Liarakou and Flogaiti 2007). However, there is some consensus that sustainability brings together three different axes: environment, economy and society. They constitute the pillars of sustainability: three interdependent and overlapping systems, the proper functioning of all three is a necessary condition for achieving sustainability. Environment refers to the effective protection of nature and prudent use of natural resources. Economy stems from the need to establish a prosperous and viable economic exchange which takes into consideration the limits of economic growth and is based on a redefinition of consumption levels. As far as society is concerned, human welfare and rights, promotion of democratic and participatory systems and processes are among the issues which play a key role in sustainability. Description of Euro-Axio-Polis The game Euro-Axio-Polis was constructed according to the above mentioned constructivist theoretical background by 4th year university students in primary education and the first author from March to June 2012. The objective of the game is to teach the concept of ‘percentage’ and ‘interest rate’ to 6th grade pupils during their teaching practice. Additional aims of Euro-Axio-Polis are: a) challenging the prevailing function of mathematics as a means of reproduction of the dominant ideology and the market economy, b) raising university students’ and pupils’ awareness of sustainability and c) contributing to the students’ social empowerment and emancipation. Euro-Axio-Polis rules have been designed to suit a classroom of approximately 20 pupils. Duration of the game is 40-50 minutes. Players are divided into five groups of four. Each team represents one of the 29 European Union countries that have financial transactions with the European Central Bank (ECB). All teams start from the STARTING POINT with one billion Euros in cash. Each country plays throwing the dice and, depending on the number it gets, places the pawn on the corresponding box. According to the options given in the particular box, the team decides on its actions. In the frames with the mark “YOU DECIDE”, the country gets a From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 38 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 card and decides on its next actions depending on the given options – dilemmas (e.g. What does your country choose? (A) to pay Doctors without Borders €170 million or (B) to receive for its treasury €170 million by cutting pension funds for the health of its citizens (See Figure 1). After the 50 minute duration, pupils vote which country is the winner according to their own criteria: the winning country may be the one that has raised the most money or has made the ‘best’ decisions, i.e. has the greatest number of (A)s or (B)s as in Table 1 below. PENSIONS REDUCE YOU DECIDE What does your country choose? -To pay Doctors Without Borders 170 million € (A) or -To receive for its treasury 170 million € by cutting pension funds for the health of its citizens (B) 500.000.000 € REDUCES IN INSURANCE FUNDS FOR HEALTH 500 X 106 € Figure 1 Example game cards and board Sewage installation Financial aid to Child’s Smile (Α) (Α) (Β) (Β) (Α) (Α) (Α) Sale of Hazardous electronic waste Sale of state land Pensions reduce Non-participation in the Olympics Sale of works of Art Construction of Nursing homes Construction of sports centers Maintenance and enhancement of monuments and archeological sites Financial Support to Doctors Without Borders (Α) Cuts in pension funds for public health (Β) Total X? (Β) (Β) (Β) X? Table 1: Grouping of decisions The research process The game was played and evaluated by 40 senior students (3 males and 37 females) of the Department of Primary Education of the University of the Aegean and 19 pupils of sixth grade of the Primary School. The aim was to investigate the differences between the classic Monopoly game and Euro-Axio-polis. This assessment has been part of an ongoing process which includes a variety of techniques. The qualitative method was chosen as the research approach. Data collection took place in the form of a written questionnaire, from which conceptual connections made by university students and pupils emerged. The questionnaire included two open-ended questions asking participants to write at least five words which, in their opinion, characterise Monopoly game in its classic form and Euro-Axio-polis game respectively. Having played the Euro-Axio-polis game, students and pupils answered spontaneously and without having been affected by predefined concepts of the researchers nor guided to specific answers. Data gathered from the above questions were based on the written responses of participants. They were organized in thematic areas, which appointed the classification of responses. Finally, qualitative data were interpreted into quantitative data. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 39 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Results University students’ responses were grouped into classes according to their semantic content. Four categories were formed covering all the words that were recorded: a) financial terms b) game components c) values and d) mathematical concepts. Regarding the keywords that characterize the classic Monopoly, the category with the highest frequency in students’ responses is the one of financial terms. This class gathered a total of 51 reports while 12 different words were reported. The following terms gathered the most reports: buying and selling (15), money (10), investing (5), business (4), taxes (4), rent (4), bank (3) and shares (2). The second category, with a total of 12 references, is related to the game’s components. The term with the most references in this category is the prison/jail (5) to which players can be sent. The second term is decision (2) the player should make about buying and selling. The third category includes two values, competition (2) and individualism (2) and a reference of the term ‘value’. Both values that were recorded are related to the capitalist economic model, in which the game is supported. The low percentage obtained by the fourth category of words ‘mathematical concepts’ is impressive because it was mentioned by only 1 student. In the second question, in which University students were asked to write down words that characterise the Euro-Axio-Polis, the picture is different. The category that collected most reports (41) is that of values. Nine different values were reported with equity (21) in the first position; other recorded values were solidarity (4), charity (2), respect (2), active participation (2) and fellowship (2), while justice and altruism had only one report. In contrast with Monopoly, the reported values of Euro-Axio-Polis reflect - to a bigger extent - values inherent in sustainability. These values are also related to the economic realm, especially equity which refers to wealth distribution. The category of economic conditions was in second place with 19 references. In contrast to the same category of the classic Monopoly game in which the term buying and selling dominated, most reports are compiled by the economic crisis notion (6) while the remaining terms refer to various economic terms such as money (5) and investment (3). The third category referring to the game’s component got 17 references, including European countries (4) and sustainability (3). Finally, the category ‘Mathematical concepts’ had very few references in this question too: only two students reported on percentages and interest rate during the game which may means that mathematics was an invisible culture for the majority of the students. 6th grade pupils’ responses about Euro-Axio-polis were also grouped into classes according to their semantic content. Beside the four categories that emerged during the analysis of University students’ answers, two new ones were added: sociopolitical issues and emotions. The category with the highest frequency (28) in pupils’ answers refers to the game’s components. The following terms gathered most of the pupils’ references: monopoly (9), countries (5), starting point (2), European Union (2) and decision (2). The difference from the University students’ answers concerning this category is evident: while pupils refer mostly to descriptive elements of Euro-Axio-polis, University students reveal more qualitative ones (e.g. cooperation, dilemmas) and stress the elements that differentiate the play of the two games. Concerning the category of economic terms, the following ones gathered most of the students’ notions: economics (9), euro (3), income (2) and tax (2). While current economic crisis terms ware included in game cards, pupils reported a variety of other words related to the actual situation in Greece. Playing Euro-Axio-polis game brought to From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 40 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 their mind socio-political issues like politics (3), society (3), parliament (3), education, democracy, elections, power, SYRIZA (Radical Left Coalition Party), Merkel, Hitler. The fourth category includes the following nine references related to mathematics: mathematics (5), percentages (2), operations (1) and numbers (1). This low frequency rate could be explained by the idea of mathematics becoming part of an ‘invisible culture’ in the pupil’s eye. Ranked in fifth place was another category expressing pupils’ emotions affected by Euro-Axio-polis game. The game seeed to create positive feelings in pupils since it was associated with joy (3), entertainment (2), enthusiasm and interest. Finally, in contrast to students, few pupils associated Euro-Axio-Polis game with values. The only value reported is charity, mentioned by six pupils. Conclusion One of the objectives of the educational game Euro-Axio-Polis was to create an authentic, mathematics instructional environment in which concepts such as percentages and interest rates are embedded in some realistic and playful learning activities while, at the same time, mathematics education is meaningfully integrated in a realistic cultural context where the prevailing idea of mathematics as a politically neutral instrument at the service of a dominant capitalistic values reproduction ideology is under question. The latter is achieved when the players of this game are confronted with dilemmas and decision making situations in which socio-cultural issues, such as sustainability vs. economic investment and profit, as well as and value judgment discourse, were involved. The results of this survey conducted with university students, as well as with 6th grade pupils, are encouraging. While, in the case of Monopoly, economic conditions and values that refer to the ascendant economic model dominate students’ discourse, this is not the case with Euro-Axio-Polis. Here values such as solidarity, equity and social interdependence prevail, which are associated with sustainable development. The game also evokes the actual crisis in Greece, which resembles the current socio-political condition of other European countries too. University students highlighted terms related to economic crisis, while pupils referred mostly to sociopolitical aspects of the crisis. Keywords used by participants to describe the components of the game are very interesting. While in Monopoly terms describing the game (e.g. prison, command) are reported, in Euro-Axio-polis qualitative characteristics were brought up, such as cooperation between individuals and groups, resolving ethical dilemmas etc. Furthermore, another significant outcome which rose through students’ answers and may be worthwhile to be further researched, is the fact that only a few students appreciate that mathematics can be learned within a sociopolitical context. It seemed that mathematics in realistic contexts is an invisible culture (ChionidouMoskofoglou, Vitsilaki and Vasiliadis 2006) for the most of university students and 6th grade pupils. Future research attempt should focus on the investigation of how Euro-AxioPolis embedded in school and lifelong learning curriculum and teaching approaches, should support university students and school pupils in developing meaningful, not isolated and functional mathematics in a socio-political context gaining happiness and independence in mathematics (Smith 2011). From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 41 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 References Burton, L. 2004. Mathematicians as enquirers. Berlin:Springer. Chasapis, D. 1996. The reference frames of mathematical concepts in primary education teaching and their ideological orientations. Proceedings of the 1st Panhellenic Congress on Mathematics Education, 113-123. Chionidou-Moskofoglou, M., C. Vitsilaki, and A. Vasiliadis. 2006. Workplace Mathematics as an invisible culture. Entrepreneurs’ views of basic numeracy skills. Mediterranean Journal for Research in Mathematics Education 5(1): 67-75. Chionidou-Moskofoglou, M. 2007. A Proposal for Interdisciplinary and Cross Thematic Integration Mathematics Teaching and Learning Approach via Philosophy, ICT- History and language. In Current Trends in Mathematics Education, Proceedings of the 5th Mediterranean Conference, ed. E. Avgerinos and A. Gagatsis, 451-459. Clarke, N. 2012. Report from the Sustainability Working Group: Developing a research agenda. In Proceedings of the British Society for Research into Learning Mathematics, 32(1). Jaworski, B. 2006. Theory and practice in mathematics teacher development: critical inquiry as mode of learning in teaching. Journal of Mathematics Teacher Education, 9: 187-211. Lave, J. and E. Wenger. 1991. Situated learning: Legitimate peripheral participation. Cambridge: Cambridge University Press. Lerman, S., B. Murphy and P. Winbourne. (2012). Big ideas in teacher knowledge and mathematical pedagogy. In Proceedings: Innovative approaches in Education. Design and Networking, ed. E. Koleza, A. Garmpis and C. Markopoulos, 133-144. Liarakou, G., and E. Flogaiti. 2007. From environmental education to education for sustainable development. Athens: Nissos publications. Nardi, E., and S. Steward. 2003. Is mathematics T.I.R.E.D? A profile of quiet disaffection in the secondary mathematics classroom. British Education Research Journal 29(3): 345-66. Pedagogical Institute 2003. Interdisciplinary framework in mathematics education. Athens: available at http://www.pi-schools.gr/programs/depps. Petocz, P. and Reid, A. 2003. What on earth is sustainability in mathematics? New Zeeland Journal of Mathematics, 32:135-144. Potari, D. and B. Jaworski. 2002. Tackling complexity in mathematics teaching development: using the teaching triad as tool for reflection and analysis. Journal of Mathematics Teacher Education 5: 351-380. Rowland, T., F. Turner, A. Thwaites, and P. Huckstep. 2009. Developing primary mathematics teaching: Reflecting on practice with the Knowledge Quartet. London: Sage. Sakonidis, H. 2012. Management of mathematical activity and creation of mathematical meaning in classroom: A critical link in development of teaching practice. In Proceedings: Innovative approaches in Education. Design and Networking, ed. E. Koleza, A. Garmpis and C. Markopoulos, 109133. Smith, C. 2011. Choosing more mathematics: happiness through work, Research in Mathematics Education 12(2): 99-116. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 42 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 I thought I knew all about square roots Cosette Crisan Institute of Education, University of London Following on from my observations of the inconsistencies and misuse of the radical symbol amongst pupils, undergraduates, teachers and some authors of school textbooks, I became interested in those decisions that teachers take when confronted with inaccurate or ambiguous representations of the square root concept and its associated symbol notation. The impact that the ambiguous treatment of this mathematical concept and its associated symbol notation has on a number of PGCE students’ conceptual understanding and pedagogical affinity will be discussed. Keywords: square roots, ambiguous definition, textbooks How it all started My interest with this particular mathematical concept started a number of years ago, just as I was embarking on teaching my Year 8 pupils about square roots. It was my first year of teaching mathematics at secondary school level after having taught various pure mathematics courses at university level for over ten years. I remember glancing at the textbook the pupils were using and as I did so I was very surprised to find a new symbol which I was not familiar with. The textbook introduced the symbol ± , according to which the notation 16 was understood to stand for the positive and negative square root of 16. As I expected, my pupils found this new notation confusing, especially after having studied the square root the previous year when the textbook simply and clearly stated that “A square root is represented by the symbol . For example, 16 4 and – 4” (Evans et al. 2008) (note and not or in the definition above, introducing or indicating a further ambiguity about yet another mathematical symbol, namely ± ). As a mathematician, I felt uncomfortable with the situation. The square root symbol , referred to as ‘the radical symbol’ is assigned to the positive square root of any non-negative real number, since x 2 x for any real number x and thus its value is always a non-negative real number. While I did not expect this level of rigour in defining new concepts or symbols to Year 8 pupils (nor did I think that was desirable at this level of pupils’ mathematical education), I was worried by the textbook’s incorrect definition and use of a mathematical symbol together with the lack of consistency and rigour in treating a mathematical concept.. In Crisan (2008, 2012) I identified the widespread misuse of the radical symbol amongst the authors of a large number of school textbooks. Most of the many teachers I talked to about the square root of a number did not seem to question the textbook definition; but used it according to how it was introduced by the class textbooks. It was not unusual for teachers to report to me that they taught pupils that 9 3 at KS3 and KS4 foundation level, while teaching pupils that 9 3 at KS4 higher level and KS5. Just a handful of teachers said that they were very keen to point From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 43 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 out the textbook inaccuracies to their pupils, teaching them to use the symbol for the positive square root value of a number only. They did so despite running into difficulties at times, such as when confronted with examination marking schemes that awarded marks for the negative values of a square root. The study While Ball and Phelps (2008) argue that teachers need to be able to make judgments about the mathematical quality of instructional materials and modify them as necessary, can we rest assured that users (teachers) of these resources are able to identify inaccuracies and ambiguities and know what to do about ‘putting them right’ given for example, the constraints of the departmental practices or exam board syllabus specifications? For this reason I decided to carry out a small study involving prospective teachers, students on a Post Graduate Certificate of Education (PGCE) course, and present them with a number of mathematics questions to solve involving the square root. The aim of this study was to explore the participants’ knowledge about the square root and its associated symbol notation and to the decisions they take in the planning for teaching when confronted with inaccurate definitions or ambiguous representations of this concept held by other participants or present in the instructional materials consulted. I was also interested to find their sources of conviction when adopting a particular ‘definition’ of the concept and how they justify their choices. In this study the eight secondary mathematics PGCE volunteers were engaged in a number of mathematics and pedagogically specific tasks with the aim of gaining access to their knowledge, views, beliefs and intended practices. The participants were split into two groups according to their availabilities for group discussion (group I – pseudonyms: Jan, Jemma, Jack and Joan; group II – pseudonyms: Billy, Barry, Ben and Bea). Data Collection Participants were first given a piece of homework consisting of questions where the concept of square root was likely to be employed. The mathematics questions were designed so that they would bring to the surface the ambiguities and inconsistencies of this concept and its associated symbol. The participants were then invited to talk to each other about how they solved/answered the questions set. During the discussion, implications for teaching about square roots arose naturally, either through the participants’ reflection on how they had been taught the topic or how they would teach the topic themselves. Immersion of the participants’ mathematical work in the pedagogical space was taken further through another task, namely fictional pupils’ scenarios. The participants were asked to give written feedback to three fictional pupils’ responses (Emma-KS3, Peter-KS4 and Lucy-KS5) characterised by a subtle mathematical error in a question involving the square root, throwing further light on the choices the participants made about treating this concept. Discussion and findings In the following I will report on some aspects of the participants’ approaches to solving some of the questions set as homework, supporting their written and oral explanations with data collected during the group discussions and some of their written feedback to the fictional pupils’ scenarios where relevant. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 44 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The participants’ knowledge and understanding of the square root of a number When discussing the answer to the question asking them to solve the equation x 2 16 , all the participants were in agreement that the solutions were x 4 . The solutions were reached either by solving the equation by factorisation (one participant), by using the graphical approach (two participants) or, in the most popular approach, by ‘taking the square root’ of both sides, the latter giving x 2 16 hence x 4 since 16 equals ± 4 (five participants). Group I were happy with this above explanation when given by Jan. A similar solution was put forward by Billy in group II, but he changed his mind very soon after offering his explanation. He then quickly said: Actually, strictly speaking that is not right, is it? Looking at it now, I would amend it to say that x 16 since x 2 x and 16 equals 4. After this contribution, the participants debated whether the answer when ‘taking the square root’ was either positive or negative. Sometimes it could be +, sometimes it could be –, said Barry, while Ben attempted to clarify this point by saying: It depends how you want to define the root function. Billy interrupted abruptly to say: The root function is defined as two numbers multiplied together to give the original number and so x 2 x . However, he then changed his mind to say that 16 should equal ± 4 , and so the equation x 2 16 reduces to solving x 4 , an equation in a format unfamiliar to all participants in group II. The explanations put forward by Bill, Barry and Ben illustrate the two facets of this ‘elementary procept’ (Gray and Tall 1994), an amalgam of a process (the inverse of the square function) which produces a mathematical object (the square root of a number) and a symbol which is used to represent either process or object (the radical symbol notation). The radical symbol is used for both a process and a concept, giving thus rise to ambiguity. Indeed, such ambiguity gave rise to a further interesting debate which took place when solving another question asking them to give the answer to following solutions were put forward: 9 2 81 9 ; 9 2 1 2 2 (9 ) , which can then be taken forward by using the order of the operations (brackets first) 1 2 2 2 9 (9 ) 1 as (81) 2 81 9 ; , which if using the order of the operations (laws of indices) 2 can be taken further as 9 9 2 . The 1 2 91 9 and finally, 92 = 9 since the square and square root cancel each other (given that the square root and square functions are inverse of each other) Despite the obvious equality 9 2 81 , all four explanations were regarded as being valid and the participants in group I did not seem to be able to find any ‘fault’ in the reasoning approaches presented above, as all explanations seemed to have a logical, firm foundation. This is not an identity, but they can be equal, Jan then said. The participants understood that this was ambiguous, and tried to ‘get to the bottom’ of this ambiguity. While doing so, they had a lengthy discussion about the differences From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 45 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 between a mapping and a function. Jack concluded that it is all to do with the fiddling things like … between … functions and mappings, which I cannot quite put my finger on why. The participants in group II had a similar debate when comparing each other’s answers to another question asking them to simplify 25y 2 . In the light of the earlier discussion about solving the equation x 2 16 , they settled for the following convention: for a variable y 2 y , while for a number 25 5 and so the solution of the equation was 5 y , which ‘worked’ when these values were substituted back into the equation. At this point, Ben summarised that perhaps in different contexts, the square root could mean different things. He went on to say that if working in the context of graphs and functions at KS5, one can consider only the positive value, whereas when finding the square root of numbers, one could consider the + or –. Both Billy and Barry illustrated this aspect with the formula for calculating the roots of a quadratic equation, namely b b 2 4ac , justifying the presence of the ± as the 2a result of calculating the square root of a number (the numerical value of b 2 4ac ). When prompted to consider more carefully the quadratic formula, the participants realized that in fact the ± becomes redundant in the formula. Sources of conviction During the group discussion, if conflicting or non-equivalent views of how to work with the square root were encountered, the participants were invited to discuss, debate and reach a consensus. Most of the participants’ sources of conviction, which they used in order to justify their answers, were external in nature. The participants relied on what they remembered from school or what they learned from the instructional materials they consulted when doing the mathematics homework. While consulting the materials available to them (textbooks, dictionary, mathematics glossary, examination papers with marking schemes, web sites), the participants commented on the inconsistencies in how the square root was presented. For example, while browsing an A-level textbook (Pledger et. al., 2004), the participants realised that according to the chapter on surds, 25 = 5 with no mention of the , while the following chapter on quadratic functions draws pupils attention to the fact that 25 = + 5 or - 5 . The other instructional materials reviewed suggested that 16 4 or - 4 , that 16 4 and -4 , that 16 = ±4 , introduced the new notation ± 16 standing for the positive and negative square root of 16, or gave pupils a choice, namely that 16 is 4 most of the time, but that it could also be -4, depending on the context of the problem to be solved. Quite annoyed by this, Billy thought that this was abuse of language and notation at A-level and that mathematics should not be about free choices. Billy went on to say that in his view this was the result of simplifying things for the sake of our pupils. He explained how taking an easy route with Year 7 pupils when introduced to the positive and negative square root of 25 without a clear distinction about the symbols in use is similar to the difficulties pupils have with the incorrect (but widely accepted) way of reading -7-12 as ‘minus 7 minus 12’, leading to difficulties in understanding the operation that needs to be performed. During the group discussion Bea expressed her frustration with the fact that her group were not making much progress in checking the rest of the homework From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 46 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 questions due to confusion over the definition of the square root. She shared with the group that she was taught at school that the square root of a number is always a nonnegative number and as a result her answers to this question (and other similar to this one) were non-negative numbers. In fact, she was confused by the polemic surrounded the + or -: I cannot see what the problem is? x 2 = x for any x real number; this is the definition of the square root, so why not use it? Bea explained that taking the square root of both sides yields x = 16 , hence ± x = 4 , resulting in x = ± 4. The definition presented by Bea created some uneasiness amongst the other participants as they did not think it would be of much use since the square root is introduced to pupils much earlier than the concept of modulus function, or function for that matter. However, the participants in group II liked the clarity of this definition and adhered to it. For example, Barry in group II gives the following feedback to one fictional pupil scenario (Emma - KS3): However, by convention, we usually take 4 to just mean the positive root, i.e. 2, and he is consistent in the feedback to the pupils. In group I, the discussion led to the participants making a clear distinction between the square root of a number and the square root of a square number written in index form and evidence collected through their feedback to fictional pupils’ scenarios indicated that the participants were prepared to work with these two facets of the square root concept even if it led to conflicting pedagogical decisions. In her feedback, Jan tells Emma, the KS3 fictional pupil that 25 9 16 4 so when you see you must consider both the positive and the negative roots. However, in her feedback to Peter, the KS5 pupil she explains that 72 can only equal 7, as this is about the square root being the inverse process to squaring, Discussion and some findings The participants brought to the group discussion different knowledge and understanding about the concept of square root of a number. Strong held beliefs With one exception, all the participants identified + 4 and - 4 as the square roots of 16 and their written answers revealed that they used the radical symbol to denote any of these square roots, i.e. 16 4 . This is how we were taught since very little, said Jan and this explains why the participants (especially those in group I) invested a lot of energy in defending this knowledge. The participants’ sources of conviction were external in nature in most cases, recalling and reproducing definitions they remembered from school or textbooks, while not claiming any ownership of the square root concept. Initially, when encountering ambiguities in the questions they were solving, the participants worked on the premise that their knowledge of square roots was correct, i.e. 16 4 , as most of the participants were taught, hence they looked elsewhere for resolving any issues they encountered instead of revisiting their knowledge and understanding of the concept. Competing Claims However, the discomfort amongst the participants in group II caused by the logical inconsistencies ( 9 2 81 ) motivated the participants to reconsider their From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 47 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 knowledge of this concept. They felt ready to alter it and to adhere to Bea’s definition of the concept as it clearly was free of any ambiguities. Despite realizing that they were not going to be able to introduce this definition at KS3 and 4 levels, the participants were happy to present the use of the radical symbol to younger pupils as a ‘convention’ for positive square roots only, confident that they had a firm mathematical foundation for this argument. The participants in group I however could not reach a consensus and as a result they accepted both facets of the square root. They were still not clear about the underlying mathematics of the concept, but made some pedagogical decisions: teaching pupils that 9 3 at KS3 and KS4 foundation level, while 9 3 at KS4 higher level and KS5, complying with the textbooks they consulted. Both definitions were seen as valid and the participants’ feedback to pupils’ responses suggested that the square root symbol was used differently for different year groups. The use of instructional materials It was important to expose the prospective teachers to situations where textbooks give different but not equivalent or even ambiguous definitions of a mathematical concept. Good textbooks providing accurate information are needed. This does not necessarily mean that formal definitions should be introduced to the pupils, but authors of such textbooks have to be very careful when less formal definitions are introduced, without careful considerations for the implications for further learning This study highlighted the need for prospective teachers to revisit their subject knowledge and develop an appreciation of mathematics as a coherent discipline, where different areas of mathematics are related and interconnected (square root definition, functions, mappings, relationships, identities, symbol use were aspects considered by the participants). It is this view and understanding of mathematics that enable teachers to scrutinise the available instructional resources and to decide for themselves on the appropriate pedagogical approaches and not rely on how they were taught when at school or on the authority of textbooks or examination boards. References Ball, D. L.and G. Phelps. 2008. Content knowledge for teaching: What makes it special? Journal of Teacher Education 59: 389-407. Crisan C. 2008. Square roots: positive or negative. Mathematics Teaching, 209: 44. Crisan C. 2011. What is the square root of sixteen? Is this the question? Mathematics Teaching 230: 21-22. Evans, K., K. Gordon, T. Senior and B. Speed. 2008. New mathematics frameworking, Year 7, Pupils Book 3, Collins Education. Gray, E. M. and D. O. Tall. 1994. Duality, ambiguity and flexibility: A proceptual view of simple arithmetic. The Journal for Research in Mathematics Education 26 (2): 115 -141. TIMSS. 1995. Press Release June 10, 1997 http://timss.bc.edu/timss1995i/Presspop1.html Accessed on 08 April 2012. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 48 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Developing a pedagogy for hybrid spaces in Initial Teacher Education courses Sue Cronin and Denise Hardwick Liverpool Hope University We share an emerging pedagogy for Initial Teacher Education (ITE) mathematics tutors who are seeking new ways to work with student teachers in what Zeichner (2010) defines as hybrid spaces. In terms of Initial Teacher Education, hybrid spaces are those spaces which are formed to “bring together school and university based teacher educators and practitioners and academic knowledge in new ways to enhance the learning of prospective teachers” (92). For the last three years the PGCE secondary mathematics programme in the authors’ university has included a Saturated Learning Project (SLP). This has involved taking all of the secondary mathematics students into school one morning for each of ten weeks to work with groups of pupils in a shared communal space, supported by class teachers and university tutor. The project has now been extended to the PGCE primary course with ten student teachers specialising in mathematics. They also worked over a number of weeks with a group of Y6 pupils. The experiences in such hybrid spaces enriched and extended students’ practical and pedagogical knowledge by facilitating understanding of theories about teaching and learning mathematics in a real, shared context. This new pedagogical approach is strengthening school-university partnership and improving learning experiences for both student teachers and their pupils. Keywords: hybrid spaces, saturated learning, initial teacher education Context and background of Initial Teacher Education Initial teacher education (ITE) in England is at present more than at any other time in its history a site of great contestation and change. The pace of political reform is exponential and will force unparalleled and abrupt cultural and organisational changes by universities and partner schools. The new UK coalition government’s drive to shift the focus of control of teacher education into schools by reforming the current system has significant and not yet fully understood implications for Higher Education (McNamara and Menter 2011). Placing greater emphasis on the workplace and employment based routes will require university initial teacher educators to reconsider and reposition themselves within the field. Justifying critically the unique and valuable learning spaces created for the beginning teacher by the university is an important step forward towards a new vision of professional learning. This paper sets forward the response of tutors at a particular university and how the development of hybrid spaces (Zeichner 2010) may be part of a new pedagogy which offers additional expansive learning experiences and new democratic ways of working with schools to support student teachers and their professional development. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 49 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Origins of the Hybrid Space Zeichner (2010) outlines hybrid spaces in ITE as those spaces which involve a “rejection of binaries such as practitioner and academic knowledge and theory and practice and involve the integration of what are often seen as competing discourses in new ways” (2010, 92). Three years ago the secondary mathematics education tutor introduced the Saturated Learning Project (SLP) as an enhancement to the exisiting programme offered as part of the university taught course. The project was in keeping with the vision of a closer, more democratic partnership with school mathematics departments involved in the ITE programme. It was designed to allow an exploration of new ways of working more closely with partner schools, using the cohort of PGCE mathematics student teachers as co-enquirers. The project involved challenging boundaries between the ‘academic’ learning situated in the university and the ‘professional’ learning situated in the school setting. The SLP created a new hybrid space in which academic and professional practice were brought closer together by moving one of the weekly university sessions into a partner school and involving the mathematics department more closely in the content and purpose of the sessions. The original SLP involved the entire cohort of secondary mathematics students placed in a pilot school for a morning a week, working with the same two groups of pupils for ten weeks. It contrasted as a learning experience with the traditional ‘solo’ model used on the university PGCE secondary course, where a trainee is placed on their own in a school with a supervising mentor. This is a model which forms the basis for many secondary teacher training courses run by universities and, as Bullough et al. (2002) note, one that has remained little changed for 50 years. Placing all the student mathematics teachers in the one learning space presented a new learning experience for not just the student teachers but for the university tutor, the school teachers and colleagues. The design of the SLP facilitated the formation of small communities of enquiry (Senge 1990) as the school teachers, student teachers and university tutor worked collectively with the same group of pupils. The experience provided a new space to enrich and extend students’ practical and pedagogical knowledge by facilitating understanding of theories about teaching and learning mathematics in an authentic, shared context. The student teachers developed practices which were not the same as those in their individual placement schools and thus the SLP afforded knowledge of a different practical and pedagogical nature to reflect on and against. In 2012 this saturated model was extended into a partner primary school. The ten specialist mathematics PGCE primary students worked over a series of weeks with a Y6 class who were preparing for the Key Stage 2 National Curriculum tests (NCTs) and in addition worked with the mathematics coordinator to prepare a series of enrichment activities for all year groups as part of a mathematics week. Methodology The project evolved as an action research project. Action research is characterised as a form of: self-reflective enquiry undertaken by participants in social (including educational) situations in order to improve the rationality and justice of (a) their own social or educational practices, (b) their understanding of these practices, and (c) the situations in which the practices are carried out. It is most rationally empowering when undertaken by participants collaboratively ... sometimes in cooperation with outsiders. (Kemmis 1983: 34). From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 50 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 As university tutors, instigating the research project, we were both insider researchers as well as cooperating outsiders. Although we were fully participatory in the research project it could be argued that we were outside of the school community in which the project was sited. There were advantages to this position as we had, as insiders, some of what Coughlan (2001) refers to as “the pre-understanding from being an actor in the processes being studied” (2001, 49), together with a degree of objectivity through our external position as university tutors. The original SLP projects took place in the first semester of the secondary PGCE course and involved the secondary mathematics cohorts working with examination groups of Y11 (16-year old) pupils on a one-to-one basis and small groups of three or four Y7 pupils with two student teachers. In the second year all of the learning took place in the school hall which provided a large physical space in which all groups could work alongside each other. Before and after each session an hour was set aside for preparation and anticipatory reflection (Van Manen 1995). The morning ended with a further reflective hour when the student teachers initially discussed their experiences and evaluated the successes and identified areas for improvement in their own learning groups and then contributed comments and reflections to the whole cohort. The SLP project started at the beginning of the PGCE course so the tutor in collaboration with the school’s head of department prepared the lessons. The student teachers in their small working groups had to spend one hour before teaching reviewing and adapting the materials. Initially the tutor felt it would have been of greater benefit if the students had had the opportunity to co-construct and plan their own lessons for their pupils. However the time constraints of the programme overall and the very early stage of the student teachers’ own professional development meant this was an unrealistic aim. In retrospect this model offered some advantages to the student teachers and the tutor as it ensured more effectively the delivery of a quality experience for the pupils and provided a scaffolded experience in lesson planning and the development of active learning strategies. The students concentrated their efforts on translating the tutor’s and head of department’s plans and activities into engaging experiences for the particular pupils they were working with. The subsequent discussions focussed on the effectiveness of the learning experienced by their pupils. Evaluation of the SLP The research project evaluation had two different aspects; firstly the impact of the project on the pupils’ learning and the school more generally, and secondly the impact on the student teachers. As initial teacher educators we have a responsibility to provide expansive learning experiences for our student teachers but ultimately these must have a value in preparing them to teach i.e. have a resulting impact on pupil learning. From the school’s perspective the partnership with ITE providers needs to be seen as one that offers positive benefits for their school. Increasingly as schools are focused on performance and accountability many hold a deficit model of beginning teachers not seeing the possibilities of their positive contributions to their pupils early on in their PGCE course. The projects have been evaluated using largely qualitative methods involving questionnaires, short interviews and focus group discussions. These have involved all of the stakeholders: heads of department, coordinators and classroom teachers, a sample of the pupils together with the student teachers. In all three years the From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 51 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 secondary SLP has involved working with Key Stage 4 (15-16 years) examination classes and groups of Y7 or Y8 pupils (11-13 years). Some quantitative data of the KS4 pupils’ progress has also been collected. The outcomes of the project have been extremely positive from all of the participants’ perspectives. All of the schools involved have evaluated the project as beneficial for their pupils and staff. The heads of department have viewed SLP as contributing to their KS4 pupils’ achievement in public examinations. The expected grades for pupils in the SLP pilot school were exceeded with 55% of the pupils involved in the sessions achieving an examination grade higher than originally predicted. The second year SLP project head of mathematics wrote a report which included the following: We believe with the explained support and personalised pathways put in place through the SLP, these pupils are in a good position to build upon these foundations and bring their attainment in line with National expectations of 3 levels [of progress] from KS2 to KS4. (Head of Department report to Governors, 2010) The pupils’ views were collated using a questionnaire. A majority of the responses have been encouraging with over 85% making positive comments. All pupils who responded said they felt it was a good project. Across the three years of the project the examination groups’ responses have been particularly positive, perhaps understandably as they have appreciated the individual support afforded by the student teachers as they approach their formal examinations. The Y7 and Y8 pupils’ responses have also been positive, their evaluations indicated after the individual support, the enjoyable nature of the practical mathematical activities ranked second for the thing they liked most about working with the extra student teachers. The primary project has had similar positive responses from the school. The coordinator was pleased that the NCT mathematics results increased from 47% achieving level 4 and above in the previous year to 53%. In particular she felt the impact had been most significant on those achieving level 5 and above which increased from 18% to 28%. Although this increase has many contributory factors the teachers’ perceptions were that the SLP had made a difference. The feedback from primary pupils was also very positive. A concern for many of the student teachers is that they will swamp the pupils and be overwhelming for them. However, as with the secondary pupils’ responses the primary pupils were largely un-phased by the additional adults and saw the benefits of greater attention and access to support and guidance. Impact on the beginning teachers A more detailed evaluation of the student teachers’ opinions was obtained through questionnaires and focus group discussions. Overall the student teachers found the experience beneficial in several ways. They recognised the value of getting a close up understanding of a learner over a series of weeks, as one put it: “it helps you get inside the head of a learner”. They also found working closely with a peer extremely beneficial. In particular they valued the peer support when they were not sure how to support learner understanding of a concept. Many have also commented on the benefits in listening to and watching the teaching styles of their peers. During the SLP I was paired with another teacher and this proved an excellent learning experience not only for the children but for the teachers. When a pupil could not understand a concept being taught by one of us, we could look across From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 52 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 and ask for another interpretation. It highlighted that all teachers are different and they have been taught differently. PGCE secondary student 2011 Not having to prepare the lesson materials was also viewed as a positive by many of the students who felt it allowed them to concentrate on the pedagogical aspects of the tasks and spend time considering the most effective ways to teach. It also provided a dry run for activities which they transferred and adapted for their own solo teaching. The SLP has been identified by over 85% of all secondary student teachers involved over the three years as having a significant positive impact on their practice, as one student noted; “I have subsequently used some of the ideas in my own class teaching and found them to be very successful.” The students also recognised that the pupils had benefited from their support but most of their comments were about the benefits to themselves rather than the pupils. Although I stated that our mission was to help prepare the Y11 pupils for their GCSE exam, it has to be recognised that the PGCE students benefited from the SLP as much if not more than the pupils. (PGCE Secondary Student 2010) Maths Week gave me a chance to experiment and take risks without the worry of being observed which meant I produced much more creative lessons. (PGCE Primary Student 2012) Gave valuable experience of working in an inner city school with a lot of special needs. (PGCE Primary 2012) I remember being quite shocked by the inability of GCSE pupils to recall basic number facts during the early SLP session. But the experience stood me in good stead when I began to teach my own lessons as I was better prepared to deal with such issues by the time my first school placement began. (PGCE Secondary Student 2012) Conclusion and discussion- what is afforded by the Hybrid space? One of the original driving forces for the SLP was the awareness of how many students move towards a privileging of school experience over university experiences, often viewing the two aspects of their professional learning as separate, indeed disparate. Allen (2009) argues student teachers re-orientate their practice as they increase the time spent in school, giving agency to the school based practice over their university experiences. This dichotomy of theory and practice is one initial teacher educators need to challenge. The development of the student teacher over the PGCE course should not be a process of displacement; with the student teachers substituting theories about practice with all the situated practices of the placement school, but one of critical integration. Edwards and Protheroe suggest that the student teachers’ knowledge is “heavily situated and that students are not acquiring new ways of interpreting learning that are easily transferable” (2003, 227). This is supported by Hobson et al (2008) who found a majority of student teachers viewed the university component of their courses as least relevant. Indeed over half failed to see the links to the authentic classroom setting. By relocating the site of learning the university tutors were able to work with the students in an authentic setting and to facilitate a greater level of connection between theory and practice. The SLP affords more opportunity for the mathematics tutor to offer different perspectives at possible sites for contestation in the school context. Wilson (2005) notes that one of the dangers of the university – school model, is that student teachers spend two thirds of their time in school where there may be limited opportunity to discuss with anyone their emerging practice on a practical From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 53 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 level. She argues that this “may severely limit the novice teachers’ capacity to be critically reflective of their own practice” (2005, 375). The SLP creates a reflective space which allows time to consider some of these important practical issues concerning developing mathematical understanding with peers, teachers and tutor. References Allen, J. 2009. Valuing practice over theory: How beginning teachers re-orient their practice in the transition from the university to the workplace. Teaching and Teacher Education 25: 647-654. Bullough, R., J. Young, L. Erickson, J.R. Birrell, D.C. Clark, M.W. Egan, C.F. Berrie, V. Halesand G. Smith. 2002. Rethinking field experiences: Partnership teaching versus single placement teaching. Journal of Teacher Education (53): 68-80. Coghlan, D. 2001. Insider action research projects implications for practicing managers. Management Learning 32: 49-60. Hobson, A.J., A. Malderez, L. Tracey, M. Giannakaki, G. Pell and P.D. Tomlison. 2008. Student teachers’ experiences of initial teacher preparation in England: core themes and variations. Research Papers in Education 23: 407-433. Hopkins, D. 1985. A teacher's guide to classroom research. Philadelphia: Open University Press. Kemmis, S.1983. Action research. In International encyclopedia of education: Research and studies, ed. T. Husen and T Postlewaite, 32-45. Oxford: Pergamon. McNamara, O. and I. Menter. 2011. 'Interesting times' in UK teacher education. Research Intelligence (116): 9-10. Reason, P., and H. Bradbury. 2008. Introduction. In The Sage handbook of action research: Participatory inquiry and practice, ed. P. Reason and H. Bradbury, 1-10. Thousand Oaks, CA: Sage Publications Senge, P. M. 1990. The fifth discipline: The art and practice of the learning organization, London: Random House. Van Manen, M. 1995. On the epistemology of reflective practice. Teachers and Teaching: Theory and Practice 1: 33-50. Wilson, E. 2005. Pedagogical startegies in initial education. Teachers and Teaching: Theory and Practice 11: 359-378. Zeichner, K. 2010. Rethinking the connections between campus courses and field Experiences in college and university–based teacher education. Journal of Teacher Education 61: 81-99. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 54 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 From failure to functionality: a study of the experience of vocational students with functional mathematics in Further Education Diane Dalby University of Nottingham, UK. Many students who undertake vocational courses in Further Education colleges in England enter post-compulsory education as mathematical ‘failures’ at GCSE level but their experience in college has the potential to change not just their attainment, but also their future attitude and ‘functionality’ with mathematics in employment and society. This paper outlines the early stages of a mixed methods study to identify the main influences on the student experience and their effects on the aspirational trajectory from ‘failure’ to ‘functionality’. Keywords: functional, mathematics, Further Education, vocational. The context for the study Many students who have not achieved grades A*-C at GCSE ( the standard English and Welsh mathematics qualification taken at age 16) choose to undertake vocational training post-16, often in a Further Education college, where they are often recommended to improve these skills and may be expected to take a functional mathematics qualification in addition to their vocational course. It is the experience of these vocational students with functional mathematics that is the focus of this research. International comparisons of mathematical performance show England in a relatively weak position (Organisation for Economic Co-operation and Development (OECD) 2010) and adult numeracy levels have been a concern since this was highlighted by the Moser Report (1999). Despite the Skills for Life Strategy (Department for Education and Employment (DfEE) 2001), there has been little significant change in adult numeracy skills (Department for Business, Innovation & Skills (BIS) 2011) and recognition of the need to improve the mathematics skills of the nation is not lacking in recent reports although the means of effecting the change is still unclear. Evidence of the transmission of low numeracy across generations (Parsons and Bynner 2005) and suggestions that school leavers with low levels of mathematics may be disadvantaged economically as adults (Ananiadou, Jenkins, and Wolf 2004) provide further reasons to improve the mathematical skills of young adults, both for their own benefit and for the future of the next generation. The mission for colleges is to transform these ‘failures’ into ‘successes’ within the constraints of policy, funding and curriculum. The first stages of this research indicate that this involves not just the challenge of getting students through an examination but also a battle in the affective domain to change their established attitudes to mathematics. Research Aims The research takes the form of a comparative study of the experience of vocational students with functional mathematics in colleges with different staffing structures. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 55 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The aim is to identify the major influences and their effects on the learning of functional mathematics. Staffing structures for functional mathematics may be divided broadly into two types: those with a centralised functional mathematics team and those with functional mathematics teachers dispersed into the vocational departments. However, between these two structural extremes lie a range of hybrid management structures that combine some dispersed functions with a variable level of centralised control. The three colleges engaged in the research use either a dispersed arrangement or a more centralised hybrid arrangement but are such that comparisons between the effects of centralisation or dispersion can be made. The main research question of ‘What factors influence the experience of functional mathematics for vocational students in Further Education?’ is followed by the additional questions summarised below, but, from a social constructivist view, it is the social interactions within these areas that are of particular interest. What effect do college structures and policies have on the student experience? In what ways is functional mathematics relevant to students? What approaches to teaching functional mathematics are being used and what effect do they have on student learning? What influence do the students’ prior experience and background have? What influence do the attitudes, beliefs and values of vocational and mathematics staff have on the students’ experience of functional mathematics? Potential factors affecting the student experience Structures, policies and systems Organisational structures link people together, creating bonds or barriers and there are both benefits and disadvantages in the different structures. For example, a dispersed structure may facilitate a more integrated approach to functional mathematics, resulting in greater relevance for students, but can isolate functional mathematics specialists from their professional community leading to negative effects on teacher attitudes. College policies operate within the constraints of government policy and funding but individual colleges do retain some freedom. Some may direct all students on a particular vocational course to take functional mathematics but others may exempt those with high grades in GCSE mathematics or even direct all students to a different functional skill. Early indications from the research suggest that these policies affect individual student attitudes depending on whether they perceive a need to improve their mathematical skills or not. The functional mathematics curriculum The functional mathematics curriculum (Qualification and Curriculum Authority (QCA) 2007) requires students to be able to make sense of situations, represent them, analyse them, use appropriate mathematics, interpret results and communicate. This is based on the assumption that learners need certain mathematical skills and abilities “to gain the most out of life, learning and work.” (QCA 2007, 3). Early indications from the research suggest that this concept of mathematics for real life and work has been adopted by functional mathematics teachers. There is some ambiguity about what skills people actually need (Roper, Threlfall, and Monaghan 2006) and whether From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 56 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 this is just knowledge with limited utility value (Ernest 2004) or a wider set of skills that goes beyond basic numeracy (Hoyles et al. 2002). However, the view that functionality involves problem-solving and communication and “requires more than fluency with ‘the basics’” (Wake 2005, 6) is consistent with the views of functional mathematics teachers at this stage in the research. For students, how they relate to the functional mathematics curriculum is a key issue. Disaffection or lack of interest in mathematics often stems from a failure to see relevance (Nardi and Steward 2003) . This may be because mathematics does not relate to their personal goals and interests (Ernest 2004) and is perceived to have no practical usefulness, transferable process skills or professional exchange value (Sealey and Noyes 2010). The emphasis in the curriculum on being able to apply mathematics in a range of contexts (QCA 2007) restricts the opportunity to use a relevant context and the problems of ‘transferability’ between the classroom and real life mathematics (Lerman 1999; Nunes, Schliemann, and Carraher 1993) also present difficulties for students. Prior experience The view that the nature of an individual is both socially constructed and emergent is a useful starting point for a consideration of students in Further Education since they bring with them a legacy from their previous lives but are still engaged in a learning process that shapes their future. Affective factors such as attitudes, beliefs and emotions, have been shown to have an influence on the learning of mathematics (Hannula 2002; Zan et al. 2006) and the concept of attitude as a set of emotions associated with the situation, combined with a belief about the expected consequences and the relationship to the individual’s personal values (Hannula 2002) is useful for this study. Affective and cognitive structures are closely intertwined (Goldin et al. 2011) and there is some evidence of this in early discussions with students. Both stable and rapidly changing affective traits have been recognised (Goldin 2003) suggesting that although deep emotions and beliefs may be resistant, there is some scope for change. Social and cultural factors produce dispositions towards certain behaviours that are often resistant and may adversely affect student attainment (Noyes 2009) or performance in the classroom (Lubienski 2000). Not all these factors can be examined in this research but initial discussions indicate that attitudes from the past are evident in students and remain a significant influence on initial attitudes. Vocational staff The transition from school to college brings students into a new social environment and learning community in which they adjust, establish their identity and adopt behaviours that relate to the group norms. In an organisation, the complex set of rules or traditions often referred to as ‘organisational culture’ (Deal and Kennedy 2000) reproduces patterns of thinking, feeling and behaviour in a community. In a large and complex organisation there may be several localised, departmental communities with different values and attitudes but the vocational department is the main learning community for vocational students. Attitudes and values are often transmitted implicitly and as students adjust to the values and behaviours of the department, vocational teachers can become significant influences. Their frequent social interactions with students may have more effect than those of the functional mathematics teacher and differences between the vocational From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 57 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 and functional mathematics teams may only serve to reinforce beliefs that functional mathematics is unrelated to their vocational world. Functional mathematics teachers Teachers of functional mathematics may be part of a mathematics team, a functional skills team or a vocational team in the college structure. The combination of subjects that they teach and the team or department they are affiliated to will affect their sense of identity within their learning community and their approaches to teaching functional mathematics. Early interviews indicate that functional mathematics teachers have clear ideas about the concept of functional mathematics and how to teach it but the external assessment and college performance measures do have an impact. Initial lesson observations indicate that teaching approaches are varied but it is teachers’ beliefs about the value of functional mathematics and their ability to build positive relationships with students that are emerging as significant. In the interviews teachers frequently referred to their main challenges as: changing negative student attitudes, persuading students that functional mathematics is relevant to them and boosting the confidence of students who have already experienced failure. Research methods The range of and type of information to be gathered is wide and a mixed methods approach is appropriate since both qualitative and quantitative data will be collected and integrated at the analysis stage. The main methods are: interviews with managers to gain an overview of structures and policies; questionnaires for functional mathematics teachers on their background, beliefs, teaching approaches and attitudes; interviews with functional mathematics teachers to further explore these areas; lesson observations of certain student groups; student focus groups to gain a student perspective on the lessons, their beliefs about functional mathematics and their prior experience; questionnaires and interviews with vocational staff to gain understanding of their beliefs and attitudes towards functional mathematics. The central part of the research concerns the student experience in the classroom and the triangulation of student perceptions, functional mathematics teachers’ views and lesson observations by the researcher. Some early indications are described in the following section, based on ten individual interviews with functional mathematics teachers, 30 questionnaires, two student focus group discussions and ten lesson observations, plus preliminary work with five student groups, three teachers and one functional mathematics team. Early emerging themes The first indications reinforce the suggestion that less than a grade C in GCSE mathematics is regarded as failure. Low attainment is strongly linked to negative emotional responses and expectations of continuing failure. Comments such as “We’re thick, therefore we’re doing functional maths”, “I’m never going to get it, I feel so stupid” and “Always dreaded it, since school” illustrate the negativity, assumptions and lack of confidence present in many students. Students frequently stated a belief that functional mathematics had value and the comment “You can’t get anywhere without maths” is typical. Their explanations revealed that some see functional mathematics skills as useful tools for real life and others acknowledge the exchange value of the qualification to access further training or a career. However, their beliefs about the value of mathematics, coupled with their From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 58 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 own lack of success, seem to reinforce feelings of failure for some students yet provide motivation for others. Staff interviews show that teacher backgrounds vary widely and that few would be seen as mathematics specialists in a school situation. All the staff interviewed had had other careers before entering teaching and many had used mathematics in that career. The teachers interviewed all shared an enthusiasm for functional mathematics and strongly believed that students needed these skills for life, even if they would not actually use mathematics in a job. They made a clear distinction between ‘functionality’ and ‘traditional’ mathematics, referring to functional mathematics as the application of mathematical skills in real life situations and the development of transferable, problem-solving skills. They believed that functional mathematics has value but this is more about the value of the skills students develop than the actual qualification they achieve, which they feel has variable levels of acceptance amongst employers and HE institutions. There was strong opinion that functional mathematics is useful and that even students with high grades in GCSE mathematics benefit from a functional mathematics course since it develops skills that are often lacking. There are some indications from staff interviews that student attitudes to mathematics and their attainment can change. In preliminary work, students at the end of their course agreed that the teacher-student relationship in college was different to school and they felt more positive about mathematics as a result. In the main study student comments such as “If I’d had Pete as a teacher at school I’d have passed my GCSE” and “I really enjoyed that lesson, considering I hate maths” suggest that new relationships and environments can change attitudes but it may take time. As one teacher commented when referring to the relevance of functional mathematics to real life, “They don’t see it at first but in the end they do.” Concluding comments The transition from school to Further Education provides an opportunity for change in students who may have previously experienced failure with mathematics. The early indications of this research are that students bring a legacy from school but it is possible to provide an environment in which student beliefs and attitudes can be reshaped, useful mathematical skills for the future can be developed and students can gain the confidence to use them. References Ananiadou, K., A. Jenkins and A. Wolf. 2004. "Basic skills and workplace learning: what do we actually know about their benefits?" Studies in Continuing Education no. 26 (2):289-308. BIS. 2011. Skills for life survey: Headline findings. London: Department for Business, Innovation and Skills. Deal, T. E., and A. Kennedy. 2000. Corporate cultures: The rites and rituals of corporate life. Cambridge, Massachusets: Perseus Books. DfEE. 2001. Skills for Life: The national strategy for improving adult literacy and numeracy skills. London: HMSO. Ernest, P. 2004. Relevance versus ytility. In International Perspectives on Learning and Teaching Mathematics, ed. B. Clarke, D. M. Clarke, G. Emanuaelson, B. Johansson, D. Lambin, F. Lester, A. Wallby and K .Wallby, 313-327. Goteborg: National Center for Mathematics Education. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 59 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Goldin, G. 2003. "Affect, meta-affect, and mathematical belief structures." In Beliefs: a hidden variable in mathematics education?, edited by G. Leder, E. Pehkonen and G. Torner, 59-72. New York: Kluwer Academic Publishers. Goldin, G.A., Y.M. Epstein, R.Y. Schorr and L.B. Warner. 2011. "Beliefs and engagement structures: behind the affective dimension of mathematical learning." ZDM The International Journal on Mathematics Education no. 43: 547-560. Hannula, M.S. 2002. "Attitude towards mathematics: Emotions, expectations and values." Educational Studies in Mathematics no. 49 (1): 25-46. Hoyles, C., A. Wolf, S. Molyneux-Hodgson and P. Kent. 2002. Mathematical skills in the workplace: final report to the Science Technology and Mathematics Council. London: Institute of Education and the STM Council. Lerman, S. 1999. Culturally situated knowledge and the problem of transfer in the learning of mathematics. In Learning mathematics: From hierarchies to networks, ed. L Burton, 93-107. London: Falmer. Lubienski, S.T. 2000. "A clash of social class cultures? Students' experiences in a discussion-intensive seventh-grade mathematics classroom." The Elementary School Journal no. 100 (4):377-403. Moser, Claus. 1999. Improving Literacy and Numeracy: A Fresh Start. London: Department for Education and Employment. Nardi, E., and S. Steward. 2003. "Is mathematics TIRED? A profile of quiet disaffection in the secondary mathematics classroom." British Educational Research Journal no. 29 (3):345-366. Noyes, A. 2009. "Exploring social patterns of participation in university-entrance level mathematics in England." Research in Mathematics Education no. 11 (2):167-183. Nunes, T., A.D. Schliemann and D.W. Carraher. 1993. Street mathematics and school mathematics. Cambridge: Cambridge University Press. OECD. 2010. PISA 2009 Results: What students know and can do: Student performance in reading, mathematics and science. Paris: OECD. Parsons, S., and J. Bynner. 2005. Does numeracy matter more? London: National Research and Development Centre for Adult Literacy and Numeracy. QCA. 2007. Functional skills standards. London: Qualfications and Curriculum Authority. Roper, T., J. Threlfall and J. Monaghan. 2006. "Functional mathematics: What is it?" Research in Mathematics Education no. 8 (1):89-98. Sealey, P., and A. Noyes. 2010. "On the relevance of the mathematics curriculum to young people." The Curriculum Journal no. 21 (3):239-253. Wake, G. 2005. "Functional mathematics: More than “back to basics”." Nuffield Review of 14-19 Education and Training. Aims, Learning and Curriculum Series, Discussion Paper no. 17:1-11. Zan, R., L. Brown, J. Evans, and M.S. Hannula. 2006. "Affect in mathematics education: An introduction." Educational Studies in Mathematics no. 63 (2):113-121. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 60 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Investigating secondary mathematics trainee teachers’ knowledge of fractions Paul Dickinson and Sue Hough Manchester Metropolitan University At Manchester Metropolitan University, approximately eighty students each year qualify to become teachers of secondary mathematics. Of these, roughly half do not have a mathematics degree, but have studied on a Subject Knowledge Enhancement (SKE) course. This research study is concerned not with the pure mathematical knowledge of such trainees, but with the nature of their knowledge. Asking them relatively routine questions on fractions showed almost all trainees reaching for a known procedure to answer the questions. Furthermore, when asked how they knew they were correct, most trainees used the procedure as the authority for this. The trainees then studied the teaching of fractions, after which they taught the topic in school. This paper focusses on the first part of the study, which analyses the trainees’ own knowledge of fractions. A later paper will report on the classroom work of the trainees. Keywords: secondary; understanding; fractions; trainee teachers Introduction A 52 year-old policewoman was asked how she would work out . She smiled, wryly. ‘What did you say, a quarter plus a half?’ she says, writing the two fractions with her index finger on the empty table in front of her. ‘It’s something to do with common denominator?’ she asks (gesturing a horizontal line underneath her imaginary quarter and a half). ‘Then is it something to do with cross multiplying’ (again gesturing this with her index finger pen on the table). ‘Do you know the answer?’ I ask. ‘Oh yeah, it’s three-quarters.’ It would seem she knew this answer all along and yet her first preference was to attempt to re-call a procedure which she had probably not used for over 30 years. We have seen other evidence of this when working in classrooms, with trainee teachers, and with adults. Why is it that so many people seem to elect to use a formal method instead of their common sense intuitions? Research focus Although much has been written about trainee teachers’ subject knowledge (e.g. Schulman 1986; Ball 1990; Brown et al. 1999; Goulding, Rowland and Barber 2002), much of it has focussed on primary teachers and/or on pedagogic subject knowledge. With the advent of so many trainees now coming from SKE courses, it seems pertinent to look at the nature of the subject knowledge of such trainees. Consequently, our current research focuses on the two questions: To what extent is teacher trainees’ knowledge of fractions dominated by procedural routines? From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 61 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 What would be the issues in trainee teachers adopting a more conceptual approach to the teaching of fractions This paper deals specifically with the first of these, the issue of trainees’ subject knowledge, and describes research undertaken at Manchester Metropolitan University (MMU) in 2011. Data Collection We wanted an instrument that would enable us to measure the trainees’ knowledge of fractions and in particular how procedural / conceptual this knowledge was. When trainees are interviewed for the PGCE at MMU, they are usually asked the question, ‘work out , followed by: ‘How do you know you are right?’ Our experiences of this have led us to believe that for many trainees their answers are dominated by a procedural knowledge of fractions. We chose to investigate this further by examining the subject knowledge of 31 trainees who were part-way through a subject knowledge enhancement (SKE) course. Using a test seemed the most appropriate method for collecting our initial data, as it would enable us to quickly gather knowledge about the whole cohort. We were aware of issues of validity and whether the test would actually be able to measure what we intended it to measure (Mertler 2006). This led to us designing a format of test which was in two parts, though the trainees were not initially aware of this. Initially, the trainees were asked to answer a series of questions on fractions. We emphasised that we were not concerned with correct or incorrect answers but with looking at the methods they had used. After this was completed, we asked the trainees to look at each question again and say how they knew their answers were correct. We suspected that the first responses would be dominated by procedural routines, and hence the second question was introduced to expose other ways of thinking about fractions. We were conscious that sometimes people feel under pressure to use a known procedure because this is what they perceive to be the ‘correct method’. So the second question gave each participant an opportunity to expose an alternative strategy. In designing the questions, we tried to ensure that they covered the range of content knowledge normally expected in school level mathematics. We included ‘bare’ fractions questions and questions which were set in context, so that in the analysis we might be able to see whether this had any impact on the initial methods used. We also chose questions which had previously been used with pupils (Dickinson and Eade 2005) and questions which had been used as part of continuing professional development (CPD) for experienced teachers (Fosnot and Dolk 2002). This was deliberate as it gave us an opportunity for comparison and also an opportunity to establish the reliability of the questions. Data Analysis The test: strategies used to answer the questions While questions covered all aspects of fractions, for this analysis we focus on the three parts of the first question and the trainees’ responses to these. To work out the trainees used a variety of approaches. Several converted into a topheavy fraction and applied the rules for multiplying fractions, a few used the long multiplication routine to find , some chose to partition it into (3 lots of 14) + From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 62 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 ( lot of 14) or alternatively (14 lots of 3) + (14 lots of ), some worked out then Fosnot and Dolk (2002) describe two categories of approach to problems of this type: firstly the use of an algorithm or procedure and secondly the use of ‘number sense.’ Applying ‘number sense’ involves having an awareness of a number of strategies and making a case-by-case judgement about the best strategy to use. Twenty out of the thirty-one trainees went for an algorithmic approach (either by using a standard procedure to multiply fractions or by using long multiplication). Of those using number sense (some form of partitioning) only three went for the efficiency of doubling and then multiplying by 7. The results would suggest a strong leaning towards the use of algorithms / procedures. Responses to the second question, , were also procedural with all 31 trainees employing a version of the strategy ‘top x top over bottom x bottom’. The final part of this first question, , also revealed a strong preference for the standard procedure with 28 of the 31 trainees applying a version of ‘invert and multiply’. In only 3 cases did the trainees appear to be using a ‘number sense’ approach by choosing to retain the division element of the question. Use of algorithms versus ‘number sense’- some pros and cons From the responses, trainees showed a clear preference for the use of procedures, as perhaps was to be expected. Procedures are quick and efficient and (provided you remember exactly what to do), can be easy to use and produce accurate answers. There is something quite powerful about knowing, for example, that whenever one sees a division of fractions question, all that needs to be done is to ‘invert and multiply’. Applying ‘number sense’ on the other hand requires having many strategies at your disposal and deciding on which strategy to use (Fosnot and Dolk 2002). This implies that the user needs to have a deeper understanding of number and of the connections that exist within the world of numbers (for example, an understanding that when multiplying two numbers together, the same result comes from halving the first, doubling the second and then multiplying). Where learners are able to apply number sense, then their methods have the potential to be even quicker and more efficient than using a procedure. We saw this in the case of . Seeing this as is potentially a lot quicker than converting to fractions and multiplying. Seeing a calculation in an ‘easier numbers’ form can also minimise the opportunity for calculation errors. Possible reasons for the widespread use of procedures This is the way they were taught at school Perhaps the most influential factor is the way the trainees were taught at school (Bramald, Hardman and Leat 1995) and whether the focus was on learning procedures or on developing mathematical concepts. Much has been written about the tension between these two approaches, for example Brown (1999, 3) refers to the “swings of the pendulum” between approaches which stress the “accurate use of calculating From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 63 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 procedures” and those which favour developing “number sense”. Others (see Thompson 1994, 1997; Sugarman 1997; Beishuizen 1999) discuss the issues relating to the teaching of algorithms for number operations compared with the teaching of mental strategies, informal written methods and a development of number sense. Despite the heavy investment into research of this nature and indeed the emphasis placed by the National Numeracy Strategy (NNS 1999) on the use of models such as the empty number line, the overriding emphasis in UK textbooks is still to show a procedure and then produce questions which practice that procedure (Haggarty and Pepin 2001). Consequently, it is likely that, in whichever era the trainees were taught their school mathematics, the goal will have been to have knowledge of the standard written procedures. It is also possible that this may have been the only approach they were taught. The trainee’s awareness of non-procedural approaches to working with fractions is limited. One question to consider here is: ‘Were the trainees making a positive choice to use a procedural approach over a number sense approach or did they not possess the facility to try the questions any other way?’ Swan (2006, 16) refers to the fact that despite spending many years practising techniques, it is possible to gain very little “substantial understanding of the underlying concepts”. We suspect that many of the trainees would have little conceptual (or ‘relational’ (Skemp 1976)) understanding of why their procedures worked. The second element of the test, whereby trainees had to say how they knew they were right was designed to expose some of the issues relating to the type of understanding they possessed. A discussion of the responses to the questions: How do you know you are right? Having analysed the responses we were able to distinguish four main categories. Categories 1 and 2 link closely to the responses one might expect from someone who has predominantly an ‘instrumental understanding’ (Skemp 1976) of maths. Categories 3 and 4 relate to having a ‘conceptual understanding’ of maths. Category 1 – Uses the algorithm to justify the algorithm This was a common occurrence across all the questions. One trainee stated ‘I know I am right because I trust the method’; another said “I’ve always done it this way”. Some repeated exactly the same calculations; some reversed the sum and then applied another procedure. Several (see Figure 1) simply described the procedure they had used as a justification for why they must be right. These trainees could be said to be displaying ‘instrumental understanding’ as described by Skemp (1976) in that they can apply the rule but their only justification for this rule is the rule itself. Category 2 – Acknowledges that they don’t know why they are right Many trainees were not able to offer any explanation as to how they knew they were right. Unlike those in Category 1, these trainees seemed to recognise the limitations of their algorithm as a means of giving credence to their answer. Several referred to the fact that their method was ‘just a rule’; something they had learned at school and never really questioned. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 64 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Figure 1: Trainee teachers use of algorithm to justify the use of an algorithm A couple of the trainees said to us later that it was only since coming on the SKE course that they had started to question the way in which they understood maths. This is another indicator that for many the experience of learning maths at school may be almost exclusively procedural. Category 3 – Uses an alternative ‘sense making’ strategy Having first used a procedure to answer the question, these trainees answered the question again using a ‘number sense’ approach. Like those in category 2, the algorithm provided them with little sense of whether they were right or not, but these trainees looked for, and were able to find, an alternative way of looking at the problem. Given the brevity and relative simplicity of many of these approaches, it seems strange that more trainees did not adopt these strategies initially. It would appear that sometimes people feel compelled to use the ‘standard method’, even when more complicated, as this is what is believed to be ‘proper maths’. Category 4 – Draws a picture This strategy was rarely used despite the fact that classic early notions of fractions are developed around pictures (Lamon 1999).Even when the question was set in the context of “How many inches can be fitted into of an inch?”, only five out of 31 drew pictures. Two of these drew a circular diagram, showing no affinity with the linear representation inferred by the context. When asked to find another way of proving that is not equal to , only 11% drew pictures and yet this is relatively easy to see if you do draw a picture. It was clear from analysing these tests that: 1. Most trainees demonstrated a procedural (rather that conceptual) knowledge of fractions 2. Most trainees appeared satisfied to use the authority of a procedure to justify a procedure, although others did recognise the need to find other ways to justify their procedures (even if they did not yet know what these were). It is important to recognise that many of these trainees may not see a need to teach fractions in any way other than how they learned them at school. Countering this represents a huge challenge, as it involves changing people’s beliefs. According to Swan (2006), central beliefs are often established young, firmly held onto, and are incredibly difficult to change, particularly once one reaches adulthood. Working with the trainees on these issues represents the second part of this research study. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 65 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 References Ball, D. L. 1990. The mathematical understandings that prospective teachers bring to teacher education. Elementary School Journal 90: 449–466. Beishuizen, M. 1999. The empty number line as a new model. In Issues in Teaching Numeracy in Primary Schools, ed. I. Thompson, 157-168. Suffolk: Open University Press. Bramald, R., F. Hardman, and D. Leat. 1995. Initial teacher trainees and their views of teaching and learning. Teaching and Teacher Education 11(1): 23-31. Brown, M. 1999. Swings of the Pendulum. In Issues in Teaching Numeracy in Primary Schools, ed. I. Thompson, 3-16. Suffolk: Open University Press. Brown, T., O. McNamara, L. Jones, and U. Hanley. 1999. Primary student teachers’ understanding of mathematics and its teaching. British Education Research Journal 25: 299–322. Dickinson, P. and F. Eade. 2005. Trialling Realistic Mathematics Education (RME) in English secondary schools. Proceedings of the British Society for Research into Learning Mathematics 25(3). Fosnot, C.T. and M. Dolk, 2002. Young mathematicians at work: Constructing fractions, decimals, and percents. Portsmouth: Heinemann. Goulding, M., T. Rowland and P. Barber. 2002. Does it matter? Primary teacher trainees' subject knowledge in mathematics. British Educational Research Journal 28(5): 689-704 Haggarty, L. and B. Pepin, 2001. Mathematics textbooks and their use in English, French and German classrooms: a way to understand teaching and learning cultures. Zentralblatt für Didaktik der Mathematik: International Reviews on Mathematical Education 33(5):158-175. Lamon, S. J. 1999. Teaching fractions and ratios for understanding. Mahwah, NJ, USA: Lawrence Erlbaum Associates. Mertler, C. A. 2006. Action research: Teachers as researchers in the classroom. London: Sage Productions. National Numeracy Strategy. 1999. Sudbury: Department for Education Schulman, L. S. 1986. Those who understand: Knowledge growth in teaching. Educational Researcher 15(2): 4- 31. Skemp, R. 1976. Relational understanding and instrumental understanding. Mathematics Teaching, the journal of the Association of Teachers of Mathematics 77:20-26 Sugarman, I. 1997. Teaching for strategies. In Teaching and learning early number, ed. I. Thompson, 142-154. Buckingham: Open University Press. Swan, M. 2006. Collaborative Learning in Mathematics. A Challenge to our beliefs and practices. London: NRDC. Thompson, I. 1994. Young children's idiosyncratic written algorithms for addition. Educational Studies in Mathematics 26: 323-345. ______. 1997. Mental and written algorithms: can the gap be bridged? In Teaching and Learning Early Number, ed. I. Thompson, 97-109. Buckingham: Open University Press. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 66 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Teacher noticing as a growth indicator for mathematics teacher development Ceneida Fernándeza, Alf Colesb, Laurinda Brownb a University of Alicante (Spain); bUniversity of Bristol In this paper, we report on our analysis of four transcripts of teacher meetings that took place over the academic year 2011-12. These meetings took place in the context of a project looking into tackling underachievement in primary mathematics through a focus on creativity. We bring the idea of growth indicators (Jacobs, Lamb and Philipp 2010) within the framework of noticing (Mason 2002) in order to analyse shifts in teacher discourse. There is evidence of growth but we conclude by discussing the complexity of teacher change and problems with any set of indicators. Key words: noticing, primary school teachers, mathematics teacher development, growth indicators. Background In this paper we report on our analysis of four transcripts of teacher meetings that took place over the academic year 2011-12, in the context of a project aimed at tackling underachievement in primary mathematics through creativity. The project is a collaboration between the University of Bristol and the charity ‘5x5x5=creativity’ (5x5x5), it is funded over the period September 2011 to July 2013, in part by the Rayne Foundation. For the purposes of the project, we were defining creativity within mathematics to be indicated by students noticing patterns, asking their own questions, making their own conjectures. In the first year, which we report on here, three primary/infant schools in the South West region of the UK were involved. One teacher from each of the three schools joined a project group that met five times over the academic year. These were twilight meetings that generally lasted just over an hour. Alf convened this group and, in between meetings, was able to visit the schools to observe and then lead sessions with the teachers’ classes, with a focus on running activities and class discussion in a way that allowed and supported student creativity. Alf made on average 10 visits to each school. The focus of the meetings was on teachers sharing the work they had been doing, including strategies for developing creativity and for tackling underachievement. The ages of the focus classrooms were year 2 (aged 6-7) in schools A and B and a mixed year 3-4 in school C. Theoretical Framework Noticing is an important skill for teachers. However, noticing effectively is challeging. Although this skill has been conceptualized from different perspectives, the common theme is how teachers process complex classroom events. Mason (2002) considered noticing to be a fundamental element of expertise in teaching, characterized by: (a) keeping and using a record, (b) developing sensitivities, (c) recognizing choices, (d) preparing to notice at the right moment and, (e) validating with others. On the other hand, van Es and Sherin (2002) considered that noticing includes: (a) identifying noteworthy aspects of a classroom situation, (b) using knowledge about the context to reason about classroom interactions, and (c) making From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 67 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 connections between specific classroom events and broader principles of teaching and learning. Recent studies have provided different contexts for the development of the skill of noticing. For example, Coles (2012) proposed aspects within his role of facilitating discussion of teaching videos. One of these aspects is moving to interpretation: during a period of time constructing ‘accounts of’ (Mason 2002) what was observed on a video clip, the task is to reconstruct the precise words or actions and their chronology. In focusing on the detail of what was noticed or observed, it is possible to then move to accounts for (interpretations of what occurred and why) avoiding judgmental comments. Noticing is supported by having a period of time describing the episode in all its detail and re-watching the clip when needed. In this research, we are going to select a particular focus for noticing: children’s mathematical thinking. In this context, Jacobs, Lamb and Philipp (2010) conceptualize teachers’ competence in noticing as a set of three interrelated skills: attending to children’s strategies, interpreting children’s understanding and deciding how to respond on the basis of children’s understanding. Their findings also indicated that this skill could be developed, providing growth indicators that can help professional developers identify and celebrate shifts in teachers’ professional noticing of children’s mathematical thinking Specifically (ibid, 196 (numbering added))., 1. A shift from general strategy descriptions to descriptions that include the mathematically important details. 2. A shift from general comments about teaching and learning to comments specifically addressing the children’s understanding. 3. A shift from overgeneralizing children’s understandings to carefully linking interpretations to specific details of the situation. 4. A shift from considering children only as a group to considering individual children, both in terms of their understandings and what follow-up problems will extend those understandings. 5. A shift from reasoning about next steps in the abstract to reasoning that includes consideration of children’s existing understandings and anticipation of their future strategies. 6. A shift from providing suggestions for next problems in general terms to specific problems with careful attention to number selection. For the purposes of this paper, we focus on the first four indicators as the last two are linked to instructional decisions. In the meetings that we analyse, teachers are reflecting on their work with their classes and so did not talk about ‘future strategies’ or ‘next problems’. A teacher gives a general strategy description when he/she identifies a tool or mentions that the problem was solved successfully but omits details of how the problem was solved (indicator 1). If, later on, for example thinking about wholenumber operations, the same teacher comments how children counted, used tools or drawings to represent quantities, or decomposed numbers to make them easier to manipulate, we would see a shift into the consideration of ‘mathematically important detail’ (indicator 1). Teachers may give general comments about teaching and learning, such as, “I learned that it’s important to allow students to use different tools to come up with mathematical problem solution” (Jacobs, Lamb and Philipp 2010, 186). If, afterwards, they make sense of the details of a student strategy and note how these details reflected what the children did understand, for example recognizing the ability to count by 2s or the ability to switch between counting by 2s and 1s we could From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 68 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 identify a shift into giving comments specifically addressing the children’s understanding (indicator 2). A teacher overgeneralizes children’s understandings when they go beyond the evidence provided. For instance, saying, “children understand subtraction and addition — and which to choose when presented with a problem…” (ibid, 186). This broad conclusion is difficult to justify on the basis of the children’s performance on a single problem for which many may have used different strategies. If, later on, teachers make sense of the details of a student strategy and note how these details reflected what the children did understand in specific situations, we would said that there is a shift into linking interpretations to specific details of the situation (indicator 3). Finally, considering children as a group is another characteristic of overgeneralising children’s understanding; a shift is indicated by discussion of anything linked to individual understanding (indicator 4). Recently, research has shown evidence of prospective teachers’ professional noticing of children’s mathematical thinking development in relation to the framework above. Fernández, Llinares and Valls (2012) show that participation in online debates supports this development in the specific domain of proportional reasoning. Text produced by prospective teachers in on-line debates helped some of the teachers attend to the mathematical elements of proportional and non-proportional situations and link these elements with characteristics of students’ understandings. In Fernández, Llinares, and Valls (2012) there was evidence of such shifts from general strategy descriptions (before the participation in the on-line debate) to descriptions that included the mathematically important details (after the participation). However, more studies, focusing on the different contexts that could improve this skill, are needed. Our objective in this paper is to analyze the discussions of in-service primary school teachers who participated in the project introduced above. We were interested to see if there was evidence of any shifts in relation to the first four indicators. Data and analysis In this research we are going to focus on two of the three in-service teachers: Sara and Anna (pseudonyms). They are in-service teachers for the schools A and B, respectively. School A is a rural primary school with high levels of mobility in the student population. School B is an infant school in an urban area with high levels of social deprivation. We have not considered the third teacher involved in the study or school C, since in that school the teacher who was involved was swapped half way through the year, so neither teacher was involved for the whole year. The data we consider in this paper is the transcripts of the four meetings between staff that were audiotaped. The first teacher meeting was not audio-recorded to allow for an ethical discussion. Other data from the project that we have not analysed includes lesson field notes and students’ work. For the analysis we three researchers analysed individually the transcript of the first meeting looking for evidence of the aforementioned shifts (Jacobs, Lamb and Philipp 2010). Then, agreements and disagreements were discussed in an attempt to share the evidence for shifts. Once we shared this evidence and came to an agreement, we applied these filters to the rest of the meeting data. Results In this section, we present some evidence of the shifts in the two in-service teachers, Sara and Anna. We begin by offering two sections of Sara talking, which were chosen From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 69 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 as they were the first comments she offered, in responding to the invitation to reflect on the work she had been doing in her classroom. Sara (meeting 2) The first session, we looked at the place-value chart didn’t we before the last meeting and I talked with Alf about some of my children used to work with decimals. And also to consolidate multiplying and dividing by 10s, 100s and 1000s and in the first session we looked at the chart and noticed patterns and then they had to make a journey, how could they get, going up and down the columns and choose a number and take a journey and get back to the same place, and so they could do a journey of two steps, they might take five multiply by ten and divide by ten to get back, they could try and take it further. By the end of that session some of them were getting more adventurous because we’d shown them decimals on the other side of the chart. Sara (meeting 3) This is M’s from last year, he did similar kind of activities where they revisited their work cut it out and made comments… Today they started with shapes. It’s the investigation of how many sticks are you using. So he started to comment about what he noticed and how he felt. So looking at what the answers were and just showing he found it quite there and he found it easy but he’s got all this other work about patterns. We observe that there is a shift across these meetings from considering children only as a group in meeting 2, to considering individual children in meeting 3 (indicator 4). Some evidence of this shift is when she says, in meeting 2, “they could do a journey”, “some of them were getting more adventurous”. Later on, in meeting 3, she considers individual children, for example, she talks about the work of “M”. We also see a shift from general comments about teaching and learning to comments specifically addressing the children’s understanding (indicator 2). In meeting 2, Sara says “we looked at the place-value chart… to consolidate multiplying and dividing by 10s, 100s and 1000s” “they could do a journey of two steps” (general teaching and learning comments). In meeting 3, she says “he started to comment about he noticed and how he felt…. He’s got all this other work about patterns” (she has addressed the child’s understanding). In contrast, we do not see a shift in indicator 4 (from overgeneralizing children’s understandings to carefully linking interpretations to specific details of the situation). An example of generalizing children’s understandings in meeting 3 is when she says, “So looking at what the answers were and just showing he found it quite [ ] there and he found it easy but he’s got all this other work about patterns”. Although she has addressed the child’s understanding, she goes beyond the evidence provided: “he found it easy but he’s got all this other work about patterns” (what Jacobs, Lamb and Philipp (2010) called limited evidence of interpretation of children’s understanding). We see, across the two transcripts, general strategy descriptions without mathematically important details (indicator 1). In the next transcripts, focusing on Anna in meetings 2 and 3, we observe that she talks on both occasions about individual children (indicator 4), this was a general pattern across all meetings. In meeting 2 she talks about “M’s” progress and in meeting 3, she continues talking about this child, we have selected these excepts below for analysis, to see what has changed in how she talks about the same child. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 70 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Anna (meeting 2) So, we’ve got this boy who actually I don’t know if you remember M on the first session and he sat one of the first times when you came in when he copied and he sat next to A who records really neatly. He didn’t know what was going on but he copied how she recorded as in one number in each box. So, I was he’s copied, he hasn’t done anything. But actually from that he’s recording his own and recording in that way which is really nice. So here it was, they could each choose, they chose their own number and practicing how many different ways they could make that number using the Cuisenaire, so he picked up the yellow. So we worked out what number that was and it was ‘five’. So, then he started building his five wall and recording it and for him this is amazing. So, he is knowing that it all equals five. He is beginning to see well he’s adding them together even though it’s not in the 1 plus 2 plus 3. Anna (meeting 3) And then M. He tried this with Cuisenaire and realized he couldn’t really work it out so he moved onto a hundred square when he was doing his finding out about the five times table and so then spotted the pattern that he is going and circling on the hundred square, so he could just carry it on. And that was the first step in January of him being able to notice a pattern that he could then use. Anna has given comments addressing the children’s understanding, and does not give general comments about teaching and learning (indicator 2). For example, in meeting 2, she says “he picked up the yellow. So we worked out what number that was and it was ‘five’. So, then he started building his five wall and recording it…he’s adding them together even though it’s not in the 1 plus 2 plus 3”. And in meeting 3, she says, “he tried this with Cuisenaire and realized he couldn’t really work it out so he moved onto a hundred square when he was doing his finding out about the five times table and so then spotted the pattern that he is going and circling on the hundred square”. However we can observe a shift from overgeneralizing children’s understanding in meeting 2 to linking interpretation to specific details of the situation in meeting 3 (indicator 3). The evidence is that in meeting 2 she says “So, he is knowing that it all equals five. He is beginning to see well he’s adding them together even though it’s not in the 1 plus 2 plus 3”. Although there is attention paid here to the children’s understanding, we read an overgeneralisation in the comment “he is beginning to see well he’s adding”, which we do not read as something it is possible to observe directly. In meeting 3, she says “And that was the first step in January of him being able to notice a pattern that he could then use”. Here, in contrast to meeting 2, the comment is a careful interpretation of specific details – M has noticed a pattern that he was able to continue and this was the first time he had done this during the year. In these two contrasting comments we see evidence of Anna considering mathematically important details in both (indicator 1) although perhaps, as ever, there are more mathematical issues that could be raised. Discussion At the BSRLM session in Cambridge we valued highly the comments we received from participants at our session, where we asked people to use the framework of growth indicators to analyse the transcripts above. The analysis above has been From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 71 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 informed by the discussion. However, in offering these transcripts we also wanted to raise questions about the growth indicators themselves and this also came out of the discussion at BSRLM. One participant pointed to a phrase of Anna’s from the second meeting, that was not particularly relevant to the growth indicators, but which he felt was strong evidence for change. Anna says, “So I was he’s copied, he hasn’t done anything. But actually from that he’s recording his own and recording in that way which is really nice.” In these comments, Anna is demonstrating an awareness of her own learning. She is noticing that her ideas altered about the value of this student copying a recording method from another student. This kind of noticing is not part of the framework of growth indicators and yet, for the participant in the session, is a key feature of teacher growth. In the session we also discussed some underlying assumptions behind the whole notion of ‘growth’. The word perhaps carries implications of a linear or unidirectional movement or some kind of ideal endpoint. In contrast, we bring to mind a phrase of a 5x5x5 artist, Catherine Lamont who, when talking about positive changes in some students in the context of her own work, stopped herself and commented: “it’s not even a move forward, it’s a move.” In the transcripts of Sara and Anna, above, we also see evidence of ‘moves’ without necessarily wanting to invoke a direction or value judgment. Acknowledgments The research reported here has been funded by the Rayne Foundation and the University of Bristol. Ceneida’s time has been financed in part by the Universidad de Alicante (Spain) under birth project nºGRE10-10 and in part by the grant from Conselleria d’Educació, Formació i Ocupació de la Generalitat Valenciana (BEST/2012/293). References Coles, A. 2012. Using video for professional development: the role of the discussion facilitator. Journal of Mathematics Teacher Education online first, DOI 10.1007/s10857-012-9225-0 Fernández, C., S. Llinares, and J. Valls. 2012. Learning to notice students’ mathematical thinking through on-line discussions. ZDM. Mathematics Education 44: 747-759. Jacobs, V.R., L.C. Lamb and R. Philipp. 2010. Professional noticing of children’s mathematical thinking. Journal for Research in Mathematics Education 41 (2): 169-202. Mason, J. 2002. Researching your own practice. The discipline of noticing. London: Routledge-Falmer. van Es, E., and M.G. Sherin. 2002. Learning to notice: scaffolding new teachers’ interpretations of classroom interactions. Journal of Technology and Teacher Education 10: 571-596. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 72 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Teacher-student dialogue during one-to-one interactions in a post-16 mathematics classroom Clarissa Grandi Thurston Community College/University of Cambridge Recent developments in mathematics education place an unprecedented emphasis on the role of discourse in developing students’ conceptual understanding, with a corresponding de-emphasis on the use of ‘telling’: the stating of facts and demonstration of procedures. This action research study investigated teacher-student dialogue during one-to-one interactions in my post-16 mathematics classroom. The participants were four A-level students. Data sources included clinical interviews, student feedback interviews and an analytical log; and the data were coded using a framework of scaffolding categories drawn largely from current research literature. The findings suggest that, although I utilised more ‘telling’ than ‘questioning’ interventions, often these ‘telling’ actions served useful and necessary functions. They also indicate that my scaffolding skills developed as a result of the process of critical analysis; and that the scaffolding strategies valued by my students were those that they felt best promoted their independence. The study concludes by suggesting that context is a crucially important factor in addressing the dilemma of whether or not to tell. Keywords: post-16 mathematics classroom, ‘dilemma of telling’, teacherstudent dialogue, scaffolding strategies. Introduction Current reforms in mathematics education, influenced by a social constructivist view of learning, place dialogue at the heart of the development of conceptual understanding and mathematical thinking skills. Teachers are now seen as ‘facilitators of learning’ (Smith 1996; Lobato, Clarke and Ellis 2005) who manage discussion within a student’s ZPD by employing suitable scaffolding and fading techniques (Wood, Bruner and Ross 1976; Vygotsky 1978). Underlying these ideas is a strong criticism of transmissive teaching styles, often referred to as ‘teaching by telling’. However, there is very little in terms of specific guidance for teachers about how best to achieve these reform aims (Chazan and Ball 1995; Smith 1996; Baxter and Williams 2010). This has led to what Baxter and Williams describe as the “dilemma of telling: how to facilitate students coming to certain understandings without directly telling them what they need to know or do” (8). This has been a recurring dilemma in my own practice at an English 13 – 18 comprehensive school. Research Literature Kyriacou and Issitt (2007) note that research on teacher-student dialogue in this country is scant, especially so at the local level of one-to-one interaction. What research there is into whole-class teaching generally reveals a prevalence of transmissive ‘teaching by telling’, and little evidence of effective scaffolding that From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 73 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 might effect a handover to independence (Myhill and Warren 2005; Kyriacou and Issitt 2007). Reasons proposed for the prevalence of the transmission model include acknowledgement that scaffolding can be a difficult and uncomfortable task, carried out in a pressured environment; and that teachers’ beliefs about the nature of mathematics, as well as their own schooling, can affect their competence at scaffolding (Schoenfeld 1992; Myhill and Warren 2005). When effective scaffolding was observed, teachers were seen to hold back from telling, instead eliciting student thinking through the use of probing questions, along with carefully tailored questions and prompts that provided just enough guidance for breakthrough (Tanner and Jones 2000; Goos 2004; Cheeseman 2009; Ferguson and McDonough 2010). But is achieving effective teacher-student dialogue in mathematics teaching as simple as striving to eliminate an ingrained habit of telling? Chazan and Ball (1995) propose that a blanket exhortation to avoid telling is inadequate because it ignores the importance of context. Lobato, Clarke and Ellis (2005) point out that many kinds of telling perform useful functions in the development of conceptual understanding, and can thus be reconciled with a constructivist viewpoint. These two sets of researchers, along with Baxter and Williams (2010), suggest that it is important to gain further understanding of the function of teacher actions through analysis of the intentions behind their scaffolding decisions. Research Questions Having decided that the aim of my research was to improve the quality of the teacherpupil dialogue in my A-level classroom through a process of critical reflection, I formalised the following research questions: RQ1: What does a critical analysis of the form and function of my utterances reveal about the nature of my scaffolding strategies? RQ2: Can the form and function of my scaffolding interventions be changed as a result of investigation on my part? RQ3: What does student feedback reveal about what students valued about the scaffolding strategies I employed? Research Design and Participants My formalised RQs, with their emphasis on reflective action, arose out of an interpretivist viewpoint and led quite naturally to the use of an action research methodology. The small scale of my study and the time constraints placed upon it, restricted the number of action research cycles to two. After outlining my research aims to the 12 students in my Year 13 core maths group, six male students volunteered to take part. As a small sample was sufficient for the introspective, indepth nature of my study, I used purposive sampling to select four participants. Data Collection Tools Clinical Interviews In order to answer RQ1 and RQ2 I decided that audio recording would provide the clearest data set. I also decided that it might be best to record myself interacting with a single student in a one-to-one situation outside of the bustle of the classroom – ‘in vitro’ rather than ‘in vivo’. I therefore opted to use a clinical, task-based interview, of From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 74 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 the type closely associated with Piaget’s work, in which the interviewer’s responses are contingent on the subject’s reactions to the task (Rowland 2000). This means of eliciting student thinking by contingent prompting and probing is a similar discourse model to that involved in the type of local level on-the-fly scaffolding (van Lier 1996; Brush and Saye 2002) that I wished to develop in my own practice, and therefore seemed to provide a rich means of analysing my performance. Interviews took place during those lessons when an adjoining classroom was vacant for interview use, with both classroom doors remaining open. In order to maintain further links with a familiar setting, I used questions from the A-level textbook, selecting two for each cycle of intervention: questions that were sufficiently challenging for the participants to require assistance. Transcription, including paralinguistic messages (pauses, interruptions and heavily stressed words), was carried out promptly to minimise data loss. Student Feedback Interviews In order to answer RQ3, participants were interviewed immediately after their clinical interview, using the same recording method. The following open questions were devised to enable the participant to reply without restriction, and to allow me to probe more deeply or clear up misunderstandings if these arose: Q1 Did you find any aspect of the teacher input helpful? Q2 Was there anything that wasn’t helpful? Q3 Is there anything that might have been more helpful for me to do? Q4 Is there anything you would like to add? Analytical Log In order to carry out the process of critical reflection inherent in the two action research cycles, I used an analytical log in which to record my evaluation of the clinical interviews. I also recorded the thoughts, feelings and insights that arose during the process of analysing the interview transcripts. As a result, the log had a narrative quality more characteristic of a journal of reflection. In this way I hoped to bring my own subjectivity to bear on the analytical process, and to unearth the intentionality behind my utterances. Data Analysis On one level I wanted to identify the form of my dialogic interventions. I therefore colour-coded the text of the transcript using green font for questioning and red font for telling. However, following Lobato et al (2005), I also wanted to identify the function of my utterances. I began with 6 categories borrowed from Anghileri (2006), but it soon became clear that my coding framework needed to be more fluid, and I ended with a total of 12 categories, a mixture of predetermined and emergent codes: Checking, Confirming, Convention, Demonstrating, Directing, Explaining, Focusing, Funnelling, Parallel modelling, Probing, Prompting and Rephrasing. Each category was colour-coded, and the transcript was then colour-highlighted accordingly. Transcripts from the student feedback interviews were coded in the first instance according to the participant’s perception of the ‘helpfulness’ or otherwise of a particular scaffolding intervention. The above function codes were then applied. The analytical log was coded according to whether I had criticised or approved each scaffolding intervention, and both form and function codes were applied. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 75 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Findings RQ1: What did a critical analysis of the form and function of my utterances reveal to me about the nature of my scaffolding strategies? Analysis of the form of my scaffolding interactions in the first cycle suggested that I overwhelmingly relied on telling (113 out of 170, with the remaining 57 coded as questions). However, analysis of the function of those interactions revealed that a large proportion of the telling actions were simple confirmations of the rightness or wrongness of student ideas. With confirming excluded, the most common telling categories were explaining conceptual content; demonstrating a procedure; directing by providing instructions, advice or suggestions; and outlining a convention. Analysis of the ‘critical’ content of my analytical log revealed that I was dissatisfied with instances where I employed telling to demonstrate, direct, explain or funnel, and where I used questioning to funnel. In cases where a student was unable to recall a procedure, I felt that parallel modelling would have been a more useful strategy than demonstrating using the question itself. In the cases where I was critical of my explaining interventions, I felt that it would have been more beneficial to have assisted the student with probing and prompting guidance. I also noted that there was a controlling element to my directing, sometimes due to lack of confidence. With regard to the funnelling instances, I reflected that I seemed to be hurrying the student towards the answer instead of allowing him more time to respond to my questioning. Analysis of the ‘approving’ content of my analytical log revealed that I was more satisfied with instances where I employed telling to confirm, discuss convention, and parallel model, and when I used questioning to probe and prompt. I felt that confirming was a necessary part of my scaffolding strategy. I also felt that ‘telling to share a convention’ was the only way to impart arbitrary mathematical knowledge, and hence was a necessary intervention. I approved of one instance in which I directed the student on how to set out his work, as I felt this also involved the sharing of a conventional norm. I noted that probing questions revealed student thinking, and, in the case of one individual, elicited his longest responses. And finally I reflected that prompting questions enabled the student to work through problems more independently, whilst also allowing for the possibility of internalisation for future independent use. RQ2: Can the form and function of my scaffolding interventions be changed as a result of investigation on my part? Analysis of the form of my scaffolding utterances in the second cycle of clinical interviews revealed that I used a greater proportion of questioning interventions than pre-investigation (telling accounted for 79 out of 134 coded utterances, with the remaining 55 coded as questions). There were some notable changes in the function of my scaffolding interventions that may have resulted from my investigation. I demonstrated and explained a good deal less, having been critical of my use of those interventions previously. I parallel modelled more often, and also probed more often and more directly. The final observed change was that I was now utilising indirect prompts – a form of fading – which I had not done in the first cycle of clinical interviews. Analysis of the critical content of my second cycle analytical log revealed that I was dissatisfied with instances where I used questioning to focus, funnel, probe and From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 76 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 prompt. A common theme underlay these criticisms: the observation that I was not giving the students sufficient time to think. Finally I noted that my lack of confidence with using an untried method had caused me to intervene and change the way the student was approaching a particular question. Analysis of the approving content of my analytical log revealed that I was satisfied with many more of my scaffolding interventions that I had been previously: specifically instances where I employed telling to discuss convention, direct (when procedural content was involved), focus, parallel model and probe; and where I used questioning to focus, parallel model, probe and prompt. I was also pleased with my use of indirect fading prompts. RQ3: What did student feedback reveal about what students valued about the scaffolding strategies I employed? Analysis of the feedback interview responses from the first cycle of clinical interviews revealed that discussing a conventional norm, explaining and prompting were valued strategies. And interestingly, one student made the suggestion that parallel modelling would have helped him more – exactly mirroring the conclusion I had reached myself. Analysis of student responses from the second cycle of clinical interviews revealed that prompting, parallel modelling and confirming were valued scaffolding strategies. One student also suggested that more use of demonstrating would have helped him, specifically the use of diagrams to enable him to visualise the situation more easily. Conclusion What has emerged from the analysis of my utterances is that the situation is far more complex than the widespread notion, cited in Baxter and Williams, that “teachers should not lecture, demonstrate or ‘tell’” (2010, 8). My findings are consistent with Chazan and Ball’s (1995) argument that context is all-important, and is a crucial consideration in the management of the dilemma of telling. This discovery, coupled with the realisation that I had, indeed, been able to develop my scaffolding skills – to tell more selectively and question more skilfully – has made me a more confident practitioner; and my coding framework continues to serve as a useful reflective tool. Such is the paucity of research into teacher-student interactions (Kyriacou and Issitt 2007), particularly at secondary level, that there is abundant scope for teacherresearchers to undertake studies into ‘on the fly’ teacher-student interactions in their classrooms. In this regard, the coding framework I have devised may prove a useful tool to others wishing to examine and develop their scaffolding strategies. The impact of classroom pressures on scaffolding strategies – something that policy makers often seem to overlook – is a further topic that may be of interest to the teacher-researcher. References Anghileri, J. 2006. Scaffolding practices that enhance mathematics learning. Journal of Mathematics Teacher Education 9: 33-52. Baxter, J.A., and S. Williams. 2010. Social and analytic scaffolding in middle school mathematics: managing the dilemma of telling. Journal of Mathematics Teacher Education 13: 7-26. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 77 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Brush, T., and J. Saye. 2002. A summary of research exploring hard and soft scaffolding for teachers and students using a multimedia supported learning environment. Journal of Interactive Online Learning 1 (2): 1-12. Chazan, D., and D. Ball. 1995. Beyond exhortations not to tell: The teacher’s role in discussion-intensive mathematics classes. NCRTL Craft Paper 95 (2): 1-26. Cheeseman, J. 2009. Challenging mathematical conversations. In Crossing divides: Proceedings of the 32nd annual conference of the Mathematics Education Research Group of Australasia, ed. R. Hunter, B. Bicknell, and T. Burgess, Vol. 1. Palmerston North, NZ: MERGA. Ferguson, S. and A. McDonough. 2010. The impact of two teachers’ use of specific scaffolding practices on low-attaining upper primary students. In Shaping the future of mathematics education: Proceedings of the 33rd annual conference of the Mathematics Education Research Group of Australasia, ed. L. Sparrow, B. Kissane, and C. Hurst. Fremantle, Western Australia: John Curtin College of the Arts. Goos, M. 2004. Learning mathematics in a classroom community of inquiry. Journal of Research in Mathematics Education 35 (4): 258-291. Kyriacou, C. and J. Issitt. 2007. Teacher-pupil dialogue in mathematics lessons. Proceedings of the British Society for Research into Learning Mathematics 27 (3): 61-65. Lobato, J., D. Clarke, and A.B. Ellis. 2005. Initiating and eliciting in teaching: A reformulation of telling. Journal for Research in Mathematics Education 36 (2): 101-136. Myhill, D. and P. Warren. 2005. Scaffolds or straitjackets? Critical moments in classroom discourse. Educational Review 57 (1): 55-69. Rowland, T. 2000. The Pragmatics of Mathematics Education: Vagueness in Mathematical Discourse. London: Falmer Press. Schoenfeld, A.H. 1992. Learning to think mathematically: Problem solving, metacognition, and sense-making in mathematics. In Handbook for Research on Mathematics Teaching and Learning, ed. D. Grouws, 334-370. New York: MacMillan. Smith, J.P. 1996. Efficacy and teaching mathematics by telling: A Challenge for Reform. Journal for Research in Mathematics Education 27 (4): 387-402. Tanner, H., and S. Jones. 2000. Scaffolding for success: reflective discourse and the effective teaching of mathematical thinking skills. In Research in Mathematics Education Volume. 2, ed. T. Rowland and C. Morgan, 19-32. London: British Society for Research into Learning Mathematics. van Lier, L. 1996. Interaction in the language curriculum: Awareness, autonomy and authenticity. Harlow: Longman. Vygotsky, L. S. 1978. Mind in society: The development of higher psychological processes. Cambridge, Massachusetts: Harvard University Press. Wood, D., J.S. Bruner, and G. Ross. 1976. The role of tutoring in problem solving. Journal of Child Psychology and Psychiatry 17: 89-100. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 78 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Using scenes of dialogue about mathematics with adult numeracy learners – what it might tell us. Graham Griffiths Institute of Education, University of London The study concerns the use of prepared dialogue scenes involving mathematics with groups of adult learners. It is intended to consider how we might characterise discussion following the reading of scenes of dialogue. The article outlines some examples of scenes and the response from the use of these in an early exploratory phase with some adult learners intending to become teaching assistants. A discussion of the scenes and responses leads to some conclusion about the characteristics of more appropriate scenes for the main study. Keywords: adult, numeracy, dialogue, intervention, discussion Introduction The study concerns the use of prepared dialogue scenes involving mathematics with groups of adult learners. It is intended to answer the following question: How might we characterise the discussion following reading of scenes of dialogue? The idea for this work came from two broad areas, one of which concerns learner-learner interactions and the other concerns the use of participants in verbalising the words of others. A few years ago, I was involved in a project in which discussion of mathematical concepts by learners was a key part of the learning intervention. What interested me was that learner-learner interactions were at times rather minimal. The reports from the sessions contained very few records of learner-learner interactions. A search around learner interactions in the literature produced more teacher-learner interactions than learner-learner. Indeed most of these were concerned with school learners rather than adults, the area which was of most interest to me. A second influence for me began in an observation that I made when attending a research seminar. I had noted that in one session participants were asked to read out the parts of dialogue that were collected in the course of the research. I noted that this appeared to be an effective way of presenting the information. The most obvious aspect of this was that a change in voice appeared to produce a positive difference in delivery with participants actively engaged rather than passive observers. From this, I started to use this approach in my teacher training by asking participants to read the dialogue (and at times narrator aspects) when investigating various literature. In particular, this appeared to work effectively when looking at the work of Jean Lave and others (Lave, Murtaugh and de la Rocha 1984) with adults in the supermarket and with the dialogue scenes written by Lakatos (1976) in Proofs and Refutations (more below). From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 79 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 This study is an investigation into the use of such dialogue scenes as a learning activity within the classroom. Some proposed scenes have been collected (and constructed) and used in an exploratory stage with adult learners. Who are the participants? It is perhaps useful to spend some time exploring the context of this activity and the participants before considering the scenes and their use. This work will be undertaken with adult numeracy learners. Each of these three words ‘adult’, ‘numeracy’ and ‘learners’ deserves some consideration. The meaning of ‘adult’ is not necessarily straight forward. There are a number of points that could count as the beginning of adulthood: ages 16, 17, 18, 21 and 25 all have cultural or legal significance. Those writers such as Knowles (1990), who are interested in adult learning, and the notion of androgogy, have argued that the context of people’s lives play a significant role in learning. It is fairly clear that all the ages noted above are likely to contain individuals with a range of life stories and histories. The study proposed will run in a further education college with learners who have self-selected to join programmes and who could be any age from 16 upwards although it is most likely that the vast majority will be in their 20s. These are individuals who have not had entirely successful experiences with education in the past but who now are looking for a second chance (see Swain et al. 2005). Next comes the word ‘numeracy’. A contentious word with a range of meanings and connotations and used to contrast with the word ‘mathematics’. In the primary National Numeracy Strategy (Department for Education and Employment (DfEE) 1999) it was argued that the subject of study was mathematics and that there was an intent to develop ‘numerate’ students. In the world of adult education, ‘numeracy’ has been used to connote the relationship that mathematics has with the context in which it works. In the proposed study, the word will be a description of the learners. That is, the learners that have chosen courses that come under the funding streams for ‘adult numeracy’. The subject under study may be called mathematics or numeracy and, while the relationship between the learners and the subject will be important, as will the words that they use, in the proposed research the term ‘mathematics’ will be used for the subject of study and ‘numeracy’ for the learner. And now the third of those words - used quite a lot in the preceding paragraphs - ‘learners’. It has become the norm to use this word in the postcompulsory sector. This has been introduced to enable an overarching term for all those involved in learning in the sector, which may include workplace learning where individuals feel that the term ‘student’ is not a good description. Nevertheless, the participants in this study will be adult learners in a further education college and therefore might equally be described as students. Examples of dialogue scenes The following are examples of the type of dialogue that might be used. These scenes have been trialled in an exploratory stage of the work with a small group of three volunteer adult numeracy learners. These learners were studying adult numeracy in order to qualify as school teaching assistants The scenes were read and discussed in one separate session rather than being embedded in normal classroom activity and, thus, may only be indicative of their intended use. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 80 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 A scene about reverse percentages This scene was developed as part of a CPD package for teachers along with associated training resources (Swan 2005). The scene is used here to illustrate what may be achieved although the content is not the most appropriate to the target group of this study. The discussion of such ‘reverse percentage’ problems will prove difficult to most participant learners. The discussion in the scene follows information stating that fares had increased by 20% in one month then later reduced by 20%, and a character proposing that the fares are “back to what they were” before the increase. Harriet ; that’s wrong, because … they went up by 20%, say you had £100 that’s 5 , no 10. Andy ; yes, £10 so its 90 quid, no 20% so that’s £80. 20% of 100 is 80, … no, 20. Harriet : five twenties are in a hundred. Dan; say the fare was 100 and it went up by 20%, that’s 120. Sara: then it went back down, so that’s the same. Harriet : no, because 20% of £120 is more than 20% of £100. It will go down by more so it will be less. Are you with me? Andy: Would it go down by more? Harriet; Yes because 20% of 120 is more than 20% of 100. Andy: What is 20% of 120? Dan: 96… Harriet: It will go down more so it will be less than 100. Dan: it will go down to 96. (Swan 2005: 28) The scene is useful here as it contains some clear mathematical ideas, namely the calculation of percentages, concerns the discussion of the solution to a problem involving the mathematical idea and uses a range of formal and informal language. A scene from Season 1 Episode 8 of The Wire The next scene shows how a child (Sarah) is having difficulties with calculations of her school homework, and finds it easier to understand a related problem in the context of drug sales. Sarah discusses her difficulties with Wallace, a drug dealer who is looking after her and asks for help with a text book problem. W: This one here? A bus travelling on Central Avenue begins its route by picking up 8 passengers, at the next stop it picks up 4 more and an additional 2 at the 3 rd stop while discharging 1. The next to last stop, 3 passengers get off the bus while another 2 get on. How many passengers are still on the bus when the last stop is reached? …. Just do it in your head. [tosses book away] After a discussion with a third character about a deal the scene returns to Sarah’s problem. . S: Eight? W: Damn, Sara. Look. You work in the ground stash, you got twenty tall pinks, two picks come out for you and ask for two each, another one cops 3, then Bodie hands you up 10 more, but some white guy rolls up in a car, waves you down a piece for 8. How many vials you got left? S: [thinks for a bit] fi’teen From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 81 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 W: how … you able to keep The Count but you not able to do the book problem then. S: The Count be wrong, they [cut] you up. (Simon and Burns 2002) This interchange – while fictional – can be seen as illustrative of what is sometimes called the ‘transfer problem’ (Evans 1999). Following the work of those investigating ‘real world’ mathematics such as Nunes, Carraher and Schliemann (1993) and Lave, Murtaugh and de la Rocha (1984) it has been noted that moving between contexts is either difficult or impossible. This scene involves some mathematics – addition and subtraction of two digit whole numbers - at relatively low levels of the curriculum combined with a great deal of informal language. A scene discussing the point of mathematical study This is an example of a self-produced scene developed to raise discussion about the point of studying mathematics. Teacher : mathematics helps us to understand how to build bridges, send submarines to the bottom of the ocean and rockets to the moon. Jo(e) : didn’t the millennium bridge have to be closed down because they hadn’t worked out that it would wobble? Toni/y : and didn’t NASA mess up with metres and yards and lost a satellite. Sam: and I’m not going to build bridges or send people to the moon anyway. Teacher : aren’t there other subjects that you do where you might not use it straight away. Alex : yeah, I think this is interesting Many teachers will recognise the questions raised by learners about the purpose of learning mathematics. This scene may help to raise this issue with learners and involves mostly everyday language although it does not contain any mathematical calculations. Some analysis of the scenes I take a social constructivist view of learning and situate the study within those that interpret discourse. I am interested in the interactions that follow the reading of given scenes of dialogue that involve mathematics. Sfard (2008) proposes a structure that sees mathematical discourse through four properties: (1) word use, (2) visual mediators, (3) narrative and (4) routines. Other notions such as Engeström’s model for activity theory (e.g. Engeström 1999) offer ways of interpreting language use in relation to the backgrounds and experience of the participants concerned. To illustrate some issues in the choice of scenes I will outline some examples that occurred within the exploratory study of word use within the scenes. This exploratory study allowed some consideration of the scenes’ appropriateness for the main study. In particular, I am interested in the ways in which the learners use language to discuss the scenes. For example the extent to which they repeat the language used within the scenes in their discussions is noted. The following extract comes from the discussion by learners and researcher of the CPD percentage scene. Words and phrases of interest have been italicised. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 82 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Learner 1: It’s telling you that it is going up 20% and then coming back down again. Researcher: So does that take it back to the same level, or different? Learner 1: Um, near enough the same level? Researcher: what do you think? Learner 2: I think that it is almost the same level but the argument of Harriet … £120 20% and £100 20% will be different. Learner 1 uses some of the more everyday language from the scene, when discussing the scene ‘going up’ and ‘coming back down’. This learner also adopts the language of the researcher in response to the ‘level’ which is not included in the scene. Learner 2 directly uses the text to answer the question although the learner is still hedging about the resolution to the problem. The following interchange relates to the use of the drug scene. Learner 1 - The child is used to the second calculation … it’s in its everyday life. The first bit probably doesn’t happen very often. But the second part is probably like us going to the shops and buying bread every day. Researcher - a teacher the other day … said that you can’t talk about drugs with a class Learner 2 – no not really Learner 3 – you’re dealing with adults, you can talk about anything with adults This discussion shows a possible problem in using this scene in the study. The learners have shown that they draw some meaning from the text but there appears to be less opportunity for developing discussion from a mathematical angle. This may be because the mathematical concepts involved – addition and subtraction of integers – are well understood by these learners. It is possible that for other learners the ‘word problem’ aspect may produce some interesting discussion. The following quotation is from one learner responding to the third scene. It will not come easily in our minds that constructing a bridge needs mathematics … to build an effective and sound quality bridge that will last for a number of years. And it will be building bridges between your mental ability as well, … yes some people believe maths is difficult … and if they think maths is difficult I want to build a bridge where they can have fun and at the same time learn real maths. The learner has taken language from the text – ‘the bridge’ – and used it as a metaphor for her own views. This use of language here does exemplify the type of discussion that was intended during the intervention. The difficulty is that while this is an important discussion about the appreciation of mathematics the scene does not provide an opportunity for much discussion about particular mathematical concepts. Overall, from the use of these three scenes, some criteria for scene selection is emerging. Scenes should involve: (a) a discussion of a mathematical problem; (b) an appropriate level of mathematical content; and (c) a range of everyday and technical vocabulary. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 83 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Conclusion The use of such dialogue scenes has potential as a learning intervention. If we see the use of language as a key to learning then the recording of learner-learner interchanges about the scenes should bring insight into learning for the education community. The three scenes discussed all show that there is a potential for the development of mathematical thinking through the discussion of such scenes. The difficulty is in the selection and/or construction of scenes that address appropriate mathematical concepts while allowing for an appreciation of mathematics at the same time. Nevertheless, criteria are emerging that will help the choice and construction of appropriate scenes. References DfEE. 1999. The national numeracy strategy. London: DfEE. Engeström, Y. 1999. Innovative learning in work teams: Analysing cycles of knowledge creation in practice. In Perspectives on Activity theory, ed. Y. Engeström R. Miettinen and R. Punamäki, 377-406. Cambridge: Cambridge University Press. Evans, J. 1999. Building bridges: Reflections on the problem of transfer of learning in mathematics. Educational Studies in Mathematics 39, 23-44. Knowles, M. S. 1990. The adult learner: A neglected species. Houston: Gulf Publishing Company. Lakatos, I. 1976. Proofs and refutations. Cambridge: Cambridge University Press. Lave, J., M. Murtaugh, and O. de la Rocha. 1984. The dialectic of arithmetic in grocery shopping. In Everyday Cognition: Its Development in Social Context, eds. B. Rogof, and J. Lave, 67-94. London: Harvard University Press:. Nunes T., D. W. Carraher and A. D. Schliemann. 1993. Street mathematics and school mathematics. Cambridge: Cambridge University Press. Sfard, A. 2008. Thinking as communicating. Cambridge: Cambridge University Press. Simon, D., and E. Burns. 2002. The Wire Season 1 Episode 8 Lessons. Unpublished script. Swain, J., E. Baker, D. Holder, B. Newmarch, and D. Coben. 2005. ‘Beyond the daily application’: making numeracy teaching meaningful to adult learners, London: NRDC Swan, M. 2005. Improving learning in mathematics: challenges and strategies. London : DfES Standards Unit (available online at https://www.ncetm.org.uk/public/files/224/improving_learning_in_mathemati cs.pdf accessed 03.02.13) From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 84 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Professional development in mathematics teacher education Guðný Helga Gunnarsdóttir, Jónína Vala Kristinsdóttir and Guðbjörg Pálsdóttir University of Iceland – School of Education Icelandic student teachers’ professional development starts at the onset of their initial teacher education. We have studied our teaching as teacher educators with a focus on the development of learning communities and reflective practices that are considered important elements of effective professional development. Our studies have given us some guidelines to work with and strengthened our beliefs on the importance of collaboration and discussions. Keywords: teacher education; learning-community; professional development Introduction Professional development is an important part of teacher education for both student teachers and teacher educators. Professional development is a life long process. In our teacher educational program the student teachers are supposed to develop their professional theory from the onset of their studies and are introduced to various ways to develop professionally. Teacher education for compulsory schools (6–16 year old students) in Iceland has in recent years been undergoing radical changes. It has changed from being a three-year bachelor program to a more research based five-year master degree (300 credits). Student teachers who want to become mathematics teachers take a 120-credit specialisation in mathematics and mathematics education both at bachelors and masters level. The authors of this paper have taught different mathematics education courses for more than 20 years and have taken part in developing the teacher education program in cooperation with colleagues. During this period of change we have studied our teaching as teacher educators with focus on the development of learning communities and reflective practices (Guðjónsdóttir and Kristinsdóttir 2011; Gunnarsdóttir and Pálsdóttir 2011). In our mathematics education courses students have been introduced to various ways to collaborate and develop professionally. They have used lesson study, collaborative lesson planning and co-teaching. They have also worked on group assignments on important issues in mathematics teaching and learning as well as assignments that challenge them to develop their own professional perspective and identity. Our aim is also to introduce professional learning strategies to our students that they can use when they enter the teaching profession. In this paper we will report on our ongoing research on our teaching and development of the mathematics teacher education program. Effective professional development Several researchers have pointed out some principles for effective professional development by synthesizing results from various research and development projects (Borko 2004; Desimone 2009; Loucks-Horsley et al. 2010; Wei et al. 2009) From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 85 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Wei et al. (2009) define effective professional development as development that leads to improved knowledge and instruction by the teachers and improved student learning. They draw on research from both the US and elsewhere that links student learning to teacher development. They put forward four main principles for designing professional learning: Professional development should be intensive, ongoing, and connected to practice. Professional development should focus on student learning and address the teaching of specific curriculum content. Professional development should align with school improvement priorities and goals. Professional development should build strong working relationships among teachers. (Darling-Hammond et al. 2009) They also indicate that other factors like school-based coaching and mentoring and induction programs for new teachers are important and likely to increase the effectiveness of teachers. Intensive professional development rooted in practice is also most likely to change teaching practices and lead to increased student learning. According to Loucks-Horsley et al. (2010) effective professional development is designed to address students learning goals and needs. It is driven by images of effective classroom learning and teaching and gives teachers opportunities to develop both their content and pedagogical content knowledge and inquire into their practice. It is research based and implies active learning for teachers in learning communities with their colleagues and other experts. It is a lifelong process, linked to other parts of the school system and should be continuously under evaluation. Professional learning communities seem to play an important role in supporting teachers in continuously improving their teaching and sustaining their professional learning (Fernandez 2002; Loucks-Horsley et al. 2010). Lesson study is referred to as an example of a professional development strategy that has many of the aspects that characterize effective professional development. Lesson study enhances teachers’ knowledge and quality teaching, it develops leadership capacity and the building of professional learning communities (Loucks-Horsley et al. 2010). According to Desimone (2009) there is a consensus among researchers on the main critical features of professional development that can be linked with changes in teachers practice and knowledge and to some degree in student learning. She points out five main features. These are focus on content, active learning, coherence, duration and collective participation. According to Desimone there is strong evidence that focus on content and how students learn that content, in professional development, can be linked to teacher development and to some extent to student learning. Active learning where teachers engage in various activities like observations, reviewing of student work and discussions is also an important feature. Collective participation and duration are equally important. Teachers need time to work with, reflect on and try out new ideas and they need to do this in a learning community with others dealing with the same issues. The critical features Desimone points out seem to capture the core in principles for effective professional development both Darling- Hammond et al. (2009) and Loucks-Horsley et al. (2010) present. They also have much in common with what Borko et al. (2011) claim to be the shared view of many teacher educators on professional development. According to this view professional development for teachers should be a collective endeavour, it should be about the work of teaching and the learning opportunities should be situated within the teachers practice. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 86 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Some examples from our research In the design of our mathematics education courses we have introduced our student teachers to various ways of collaborating and building learning communities during their studies by: giving students good possibilities for developing a professional language and collaboration competency, creating opportunities for student teachers to focus on students’ mathematical learning, introducing to them effective professional learning strategies. We have developed our ways in teaching based on our studies of our own teaching. In these studies we have gathered data from oral and written assignments, interviews, course materials, recordings of evaluation meetings and our course notes. We analyse and categorise the data by emerging themes and reflect on them together with the intension to improve our practice. We will here give some examples from our studies on lesson study, reflective diaries, and student teachers’ reflection on their own learning and on our reflective practice. Lesson study In lesson study a group of 15 student teachers planned one lesson in grade 8–10 and the lesson was taught twice. The focus of the data analysis was on how the process affected the student teachers. Four themes emerged from the data; Professional language, collaborative competence, pupils learning and mathematical content. The data shows that the student teachers developed their competencies in using professional language. When describing their ideas and asking into each other’s ideas they discussed thoroughly and went into depth and therefore needed theoretical concepts both from mathematics and mathematics education. It was also evident that they started to refer to the theories and literature they all had studied to make their ideas clearer and to give them more weight. They made an effort to develop ideas together. The lesson study process requires collaborative competence. The whole group has to discuss and come to a conclusion. The student teachers experienced a learning community when they created a lesson plan together and took joint responsibility for the lesson. They experienced taking decisions and thinking together. Through their practice with lesson study they felt how important conversations were. The student teachers started with discussing the teaching approach and wanted to build a lesson that the pupils would find interesting and fun to participate in. They discussed ideas they thought the pupils would like and ended with making a game. Based on their notes from observing the pupils learning in the lesson during the first round of teaching they focused on the flow of the lesson. They discussed and wrote about the connection between teaching and learning. The lesson was taught in 3–4 different schools at a time so the student teachers could also compare and discuss how the lesson developed differently in different schools even though they all had the same teaching plan. They were telling stories about pupils that gained understanding and made some discoveries. When deciding on the mathematical content the student teachers chose to work with prime numbers and composite numbers. During the planning process they refined their own understanding of the content. They discussed how prime numbers were related to other content in number theory and other fields of mathematics. They also discussed what it implies to teach prime numbers. The student From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 87 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 teachers found lesson study a positive experience. They were more conscious about how complex mathematics teaching is and the advantages of planning it together. Reflective diary In most of our courses one of the assignments is to write a reflective diary. As an example all participants read the book Connecting Mathematical Ideas by Boaler and Humphreys (2005). In choosing the books the main concern was that its content was on teaching and learning from both practical and theoretical points of view. The student teachers discussed each chapter of the book in small groups and wrote together a reflective diary based on their discussions. We emphasised that they reflected on the text and connected what they read to their experience from their own learning, studies of theories and teaching practice. Recently we conducted an interview study with five new mathematics teachers. They referred to the reflective diary and the group discussions as an experience that has been helpful to them in their practice. The content of the books became so familiar to them that they often referred to them in their discussions with their colleagues. They have kept the books and brought them with them to their schools. From this study we have learned that the discussion of a text is just as important as the reading. Student teachers’ reflections on their own learning We urge our students to reflect on their mathematics learning in the teacher education programs as well as their former learning in school. When they study new research on pupils’ ways of learning mathematics and different approaches to mathematics teaching they get inspired to teach their pupils in a way that gives all pupils an opportunity for meaningful mathematics learning. Reflecting on their experience as mathematics learners and relating to their studies, three student teachers wrote: When we went to school the teacher described the procedures for calculating numbers, the traditional algorithm. Then we practiced the algorithms individually. We never worked together or even discussed our procedures. We cannot remember that we ever explored relationships between numbers or used any mathematical models. The focus was on memorizing and rote learning and the problems were without context. (Anna, Hanna & Sigga February 2010) It seems to be so deeply rooted in our culture that this is the way we learn mathematics that when the student teachers look back this is what they recall. According to their experience Icelandic classrooms seem to resemble classrooms in other western countries as described by Stiegler and Hiebert (1999, 2004). When asking the student teachers about other things they did at school they remember having played games and explored together into many fields in science, arts and crafts, where they used mathematics as a tool, measured, calculated, transformed, reasoned, etc. but they never thought of this experience as mathematics learning. They remember to have been active learners but stereotypes of mathematics learners as passive receivers are the images they give of their own learning. In order to help our students develop their understanding of their own way of learning mathematics we emphasise that they reflect on their own thinking while solving mathematical tasks. According to Mason (2009) learning mathematics can be supported by providing opportunities for learners to manipulate familiar objects. The aim is to get a sense of relationships that are instances of important properties such as mathematical concepts and facts. Through doing, talking and attempting to record, they can work towards articulating those concepts and facts. Important things happen From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 88 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 when learners try to reconstruct for themselves, in their own words and in conventional terms, what they are coming to understand. In order to support learning, it helps to sensitise yourself to learners’ struggles, and the best way to do this is to challenge yourself mathematically by placing yourself in a similar situation and become a learner again. Björn one of our student teachers wrote in his final remarks on the end of term reflective assignment: Finally I want to add that this assignment has been very helpful. It is important to take time to think what one has been doing during the winter. I have discovered things about myself, that I of course had some vague ideas about, but are important to write down because then they somehow become more real. What I have discussed here does not only relate to my mathematics learning but gives a good picture of me as a person. Therefore my reflection on my way of studying mathematics has helped me to understand my way of learning not only mathematics but in general. (Björn May 2006) The assignment was individual but Björn was writing about his reflections on learning in a community with his fellow student teachers. Exploring mathematics with others, doing, talking and reflecting together as well as discussing what they had read about research on children’s mathematics learning helped him reflect on how mathematics learning gradually became meaningful to him. Our professional development Our collaboration has helped us see from a broad range of views how our student teachers are learning, and in so doing we believe that we have managed to respond to them in a more professional way. By discussing our responses to them and helping each other understand their learning we have opened up a forum and encouraged them to critically reflect on their classroom practice in the light of research. By giving the student teachers access to research on children’s mathematical development, their capacity to evaluate students’ learning, through analysis of their engagement in authentic mathematical problems, has been enhanced. We have experienced that when the student teachers investigate mathematics their confidence in solving problems increases. Additionally, their understanding of how pupils use diverse ways to solve mathematical problems expands. The transformation from theory to practice does not proceed automatically. Teacher educators can create learning communities for student teachers and should be responsible for supporting them in teaching mathematics in inclusive schools. As teacher educators we have the desire to identify approaches to teacher education to ensure that teachers meet the demand to develop relative to the complexity in mathematics teaching. The complexity of teaching about teaching is embedded in the nature of teaching itself and demands a sophisticated understanding of practice (Loughran 2007). In analysing the development of our own teaching we have found that theories and research findings have affected our ways of thinking about mathematics teaching and learning. We have found it rewarding to build our work on research in mathematics education. Gradually we have realized how important it is for teacher educators to understand that pedagogy of teacher education must go beyond the transmission of information about teaching. Student teachers need not only to concentrate on learning what is being taught, but also the way in which that teaching is conducted. Teaching is a complex process that cannot be learned once and for all and it is important in teacher education to open the doors to research in the field. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 89 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Writing about our research enhances our understanding of how our collaboration has grown to develop a community of inquiry where we reflect on our work together. It has also affected the learning community that we have developed along with the student teachers. References Boaler , J., and C. Humphreys. 2005. Connecting mathematical ideas: Middle school video cases to support teaching and learning. Portsmouth, NH; Heinemann. Borko, H. 2004. Professional Development and Teacher Learning: Mapping the Terrain. Educational Researcher, 33(8): 3–15. Borko, H., K. Koellner, J. Jacobs, and N. Seago, 2011. Using video representations of teaching in practice-based professional development programs. ZDM, 43(1): 175–187. Darling-Hammond, L., R. C. Wei, A. Andree, N. Richardson and S. Orphanos. 2009. Professional learning in the learning profession: A status report on teacher development in the United States and abroad. Dallas, TX: National Staff Development Council. Desimone, L. M. 2009. Improving impact studies of teachers professional development: Toward better conceptualizations and measures. Educational Researcher, 38(3): 181–199. Fernandez, C. 2002. Learning from Japanese Approaches to Professional Development: The Case of Lesson Study. Journal of Teacher Education, 53(5): 393–405. Guðjónsdóttir, H., and J. V. Kristinsdóttir. 2011. Team teaching about mathematics for all: Collaborative self-study. In What counts in teaching mathematics, ed. S. Schuck and P. Pereira, 29–44. Dordrecht: Springer. Gunnarsdóttir, G. H., and G. Pálsdóttir. 2011. Lesson study in teacher education: A tool to establish a learning community. In Proceedings of the Seventh Congress of the European Society for Research in Mathematics Education, ed. M. Pytlak, E. Swoboda ans T. Rowland, 2660–2669. Rzeszów: University of Rzeszów. Loucks-Horsley, S., K. E. Stiles, S. Mundry, P. W. Hewson, and N. Love. 2010. Designing Professional Development for Teachers of Science and Mathematics (3rd edition.). Thousand Oaks, CA: Corwin. Loughran, J. 2007. Enacting a pedagogy of teacher education. In Enacting a pedagogy of teacher education, ed. T. Russell and J. Loughran, 1–15. New York/Oxon: Routledge. Mason, J. 2009. Learning from listening to yourself. In Listening counts: Listening to young learners of mathematics, ed. J. Houssart and J. Mason, 157–170. Stoke: Trentham Books. Stiegler, J. W., and J. Hiebert. 1999. The teaching gap: Best ideas from the world’s teachers for improving education in the classroom. New York: Free Press. Stiegler, J. W., and J. Hiebert. 2004. Improving mathematics teaching. Educational Leadership 61(5): 12–17. Wei, R. C., L. Darling-Hammond, A. Andree, N. Richardson and S. Orphanos. 2009. Professional learning in the learning profession: A status report on teacher professional development in the United States and abroad. Technical report. Dallas, TX: National Staff Development Council. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 90 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Engaging students with pre-recorded “live” reflections on problem-solving: potential applications for “Livescribe” pen technology Mike Hickman Faculty of Education and Theology, York St John University Building on the author's PhD work with part time postgraduate (PGCE) primary student teachers, this paper considers the potential application of Livescribe pen technology to facilitate/support reflection on collaborative mathematical problem solving, allowing opportunities for participants to engage in ‘live’ reflection on their ‘free’ problem solving performance in order to elicit reasoning/effective strategies and thereby inform their future practice. With recorded (group) thinking aloud, followed and supplemented by a stimulated recall/task-based interview opportunity and associated problem solving/talk framework, participants are encouraged to articulate their problem solving strategies, experiences and understanding with the benefit of potentially reduced influence from the researcher. The risk of think-aloud protocols impacting negatively on problem solving performance is arguably reduced by the use of a technology that allows the ‘replay’ of participants’ workings/jottings alongside their verbal contributions. Keywords: digital audio; thinking aloud; primary; PGCE; problem solving; stimulated recall. Introduction As discussed in Hickman (2011), the overarching focus of this project is on the ways in which digital audio can support student teachers’ learning and levels of confidence in teaching primary mathematics (specifically problem solving) to their own pupils. To this end, and utilising a think-aloud protocol (T-AP) informed by the work of Ericsson and Simon (1993), their verbal contributions during collaborative problem solving activities (taken from Primary National Strategies materials) are recorded using digital audio recorders with the recordings subsequently played back to them in stimulated recall interviews (SRIs). The SRIs allow opportunities for participants to reflect upon the different types of verbal contributions made (in line with Mercer’s (1995) talk framework i.e. identifying ‘exploratory’ and ‘cumulative’ contributions and considering their impact upon the group’s ‘success’ at solving the given problem) as they ‘relive’/replay their original work. They also arguably provide opportunities for the student teachers to identify effective problem solving strategies to take forward into their classroom practice, although this is not a major consideration of the current iteration of this work (which is not directly concerned with following the participants into the classroom as it considers student teachers’ perceptions of their levels of confidence in teaching primary problem solving). Both T-AP and SRI allow opportunities for participants to reflect upon their mathematical problem solving performance – the former during a task ‘in the moment’ in a self-directed fashion; the latter at some point afterwards, although with the caveat that, as recommended by Fox-Turnball (2009, 206) it “should occur as From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 91 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 soon as possible after the task is completed”. Both Ericsson and Simon (1993) and Robertson (2001) comment upon the different ‘levels’/types of thinking aloud that are possible, with greater amounts of verbalisation potentially causing greater disruption to mathematical thinking and performance. This provides a rationale for avoiding excessive verbalisation during the task and exploring opportunities for post-task reflection via SRI. The Livescribe pen (detailed below) has supported the combination of both methodologies to allow for verbalisation of the strategies employed during a group problem solving event to be ‘revisited’ within SRI and even potentially built upon, with some new learning arguably taking place as a result of this ‘live’ reflection on pre-recorded work. Such a concentration on student teachers’ verbal contributions fits well with Duval’s (2006, 104) point that “research [of this kind]…must be based on what students do really by themselves, on their productions, on their voices” and in the case of this project, the students’ reflection affords the potential for them to learn about their own learning (in a metacognitive sense) from their own voices. In this way, the SRI provides the opportunity to identify and/or reconsider participants’ “knowledge” of their problem solving strategies. This process was, in part, influenced and informed by Goldin’s (1997, 41) task based interviews which allow researchers “to observe and draw inferences from mathematical behavior”. This four stage exploration begins with ‘free’ problem solving “with sufficient time… [for response]… and only non-directive follow-up questions” and culminates in “exploratory (metacognitive) questions (e.g., “Do you think you could explain how you thought about the problem?”)” (45). The initial recording with think-aloud protocol and Livescribe pen affords the opportunity for ‘free’ problem solving; Goldin’s (1997) succeeding stages are evident within the SRI that follows. Livescribe pens The brand name Livescribe refers to a digital pen with built-in digital audio recorder and camera which tracks the user’s writing across special proprietary paper, recording both the marks made and any speech/utterances produced during the writing – providing the user has remembered to press ‘record’, of course!. While the pen can be used as an ordinary pen on regular paper, any writing produced will not be attached to audio recordings made (indeed, the pen is not able to record sound without ‘tapping’ the record icon on the proprietary paper so its usefulness with ordinary paper is singularly reduced) and replay will not be possible. Recordings can be listened back to in one of two ways: either by tapping any written word on the note paper to listen back to the exact word/s said when the word was being written or by connecting the pen, via USB, to a computer and using the ‘Livescribe desktop’ to upload the contents of the pen for replay on screen. Having done this, it is then possible to ‘play back’ an entire page of work (or more) with associated audio. The writing appears, in real time, on a virtual version of the original paper on the computer screen (with the sound coming through the more powerful computer speakers instead of the very small speaker contained in the pen). Either one of these methods would be able to facilitate recall, should it be required. In the pilot work for this project, it quickly became clear that the latter approach, when working on group problem solving and therefore group recall, was preferable as the whole group could more easily both see and hear the replay of their work. Within the SRI, the group are able to hear their original spoken contributions and consider how these relate to specific written symbols and working; this has, indeed, prompted some interesting and useful observations: From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 92 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 ‘I had three columns written on the paper and, like XXX was saying, that the image on the top of the sheet, wasn’t it, with the three…?’ ‘Yeah, and so I’ve gone…right…nine…that would that…whatever…and that, whatever…and then we went systematically down and then it occurred to me, why don’t we start with nine?’ (Stimulated recall transcript) The above extract from a recall session illustrates the way in which the recording informed the response given – the second respondent identified their first contribution of “nine” and their resultant attempt to work “systematically” through the problem from the ‘animated jottings’ provided by Livescribe. If students had listened back solely to their verbal contributions, the strategy employed to attack this particular problem (‘make as many three digit numbers as possible with 25 beads on one abacus’) would not have been clear – indeed, this particular individual’s one and only verbal contribution at this point in the recording was the word “nine”. Even with the T-AP employed strongly encouraging participants to explain their reasoning, such was the enthusiasm of the group (with overlapping speech and much in the way of ‘unfinished’ thought) that the student had been unable to add to their statement, ‘swept away’ by contributions from their peers. ‘So it comes down to what you can’t see…in the audio…there was an attempt to try to verbalise this, I know…I tried to tell someone, can you just say out loud…?’(Stimulated recall transcript) As seen above, participants attempted to ‘hold each other to task’ by indicating where things needed to be (more effectively) verbalised; they were also able to indirectly reflect upon the inadequacies of audio recording/T-AP alone as a method for capturing their contributions (and this will, indeed, be used to inform further iterations of the work). Within the Livescribe SRIs, the audio supported notes often provided evidence of exploratory contributions that would not otherwise have been evident (such as proposing nine as an appropriate, systematic place to begin when addressing the problem above). To an extent, then, it could be argued that this ‘makes up for’ and even potentially enhances the quality of the participants’ original mathematical discussion. So, we’ve got all the combinations of 9. 8 and 7…so you’ve got 3 9s in each, 9 appears three times in each column, 8 appears twice… And that must be because [of] the number bonds in 25…something to do with number bonds… (‘Beads’ Digital Audio transcript) In the extract above, participants have already gone some way towards solving the ‘beads’ problem just eight minutes into the recording; that they continued their discussion for a further eight minutes illustrates their level of uncertainty. The Livescribe-supported SRI allowed them to revisit this and actually confirm their original thoughts. I’m really desperately trying to think ‘cos you knew reading through this...why did we make it so difficult? It’s not difficult, is it? [Murmur of agreement] (Stimulated recall transcript) In some respects, the ‘live’ reflection within the SRI enables a ‘second go’ at thinking aloud and, as will be further discussed below, this additional layer of thinking aloud brings aspects to participants’ attention that were not evident when first tackling the problem. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 93 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Contrasting digital audio recorders and Livescribe pens As indicated above, initial pilot work involved ‘traditional’ digital audio recorders, albeit supported by transcripts of the participants’ problem solving work and their original jottings within the original SRI. This led, as will be discussed below, to some confusion amongst the students in identifying which of the written jottings matched with their verbal comments and, indeed, one problem which quickly became apparent was that the discussion in the SRI became over-focused on these more ‘technical’ issues. Other technologies such as tablet computers may provide some of the advantages of the Livescribe pen in that they can allow the recording of audio in conjunction with written notes (also affording the playback of such recordings alongside jottings), as indicated by Weibel et al. (2011). However, there are advantages to paper-based working that fit well with this project and its postgraduate student teacher participants: paper is “portable, cheap and robust” and it is “much more convenient to scan through a book than to browse a digital document” (Weibel et al. 2011, 258). This, in part, informs the use of Livescribe over tablet computers or other similar technologies in this work. In addition, it is arguably equally beneficial to employ a technology that requires less in the way of formal briefing or training, given the relative simplicity of the pens compared to other technologies, when working with student teachers with varied levels of ICT experience and whose confidence in and contribution to problem solving tasks is the primary concern of the work. Although the intention of the project was always to utilise both the T-AP and SRI methodologies (which, of course, could have stood alone as independent methods for capturing data on domain specific problem solving), participants were able to identify their exploratory comments more effectively within the Livescribe supported SRI than those produced by digital audio alone. It is also clear that the import of their original exploratory statements had not been recognised via the T-AP alone due to their listening to each other’s contributions (as would be expected in group problem solving opportunities), the level of concentration required on own verbal contributions and, indeed, their awareness of being recorded in the first place. Beyond just ‘missing’ exploratory contributions made in the original problem solving event, participants had also missed connections with previous problems encountered and successfully solved. The framework proposed in Hickman (2011) is informed by Mercer (1995), Hošpesová and Novotná (2009) and Seal’s (2006) identification of the importance of exploratory talk. For the purposes of this project, ‘exploratory’ contributions have been split up into those that restate the problem by using analogy to clarify it to other members of the group and those that restate it in mathematical form (i.e. identifying operations required that were not explicitly stated in the original question). Both categories are arguably assisted by an appreciation of ‘similar’ problems (i.e. a problem is seen to be ‘like’ another that had previously been encountered); with the T-AP alone, however, contributions of this kind were not much in evidence. For example, in the SRI (but not in the T-AP) of the abacus problem, participants noted that they had, in fact, been presented with a problem similar to one that had previously been encountered (indeed, the problem had been chosen for this reason) – they had simply failed to notice this on first encounter. Watching their tabulation of the Beads problem on the screen in consort with their verbal offerings had made this clearer to them. Therefore, the Livescribe supported SRI afforded students the opportunity to make connections, from their original contributions and From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 94 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 working, that had not been explicitly identified in the original problem solving session. One contention of this project is, then, that Livescribe pen technology is better able than the more ‘traditional’ digital audio recorders to afford participants the opportunity to revisit their actions in the moment whilst standing outside the moment. The ‘replaying’ of their written notes alongside (essentially ‘in time with’) their original verbal contributions potentially also provides a stronger prompt for recall and ultimately reflection than the more typically employed (in SRI) video and audio technologies which do not so strongly connect the written with the spoken. Conclusion The ‘unfinished’ nature of much of the participants’ verbalised thought in the T-AP recordings produced to date was caused in part by the attempt to reduce the impact of the protocol on their problem solving performance by limiting the amount of thinking aloud that actually had to be articulated. This reflected Ericsson and Simon’s (1993) comments about the degree to which more ‘extreme’ verbalisations of thoughts, moves and actions will ultimately impact on the mathematics. A higher level of verbalisation could potentially have reduced the number of ‘unfinished’ thoughts but ultimately would not have prevented other issues impacting upon these recordings, including interruptions from other members of the group that inadvertently cut short their peers’ speech. It is, therefore, perhaps unsurprising that such thought was not always effectively built upon (in Mercer’s (1995) ‘cumulative’ sense) within the original problem solving opportunities. Participants’ attention was split between the demands of the problem set, the need to solve this with/alongside their colleagues (which, of course, is not itself without problems due to the risks of ‘exposing’ mathematical uncertainties in front of peers) and the ‘artificial’ situation of being audio recorded/having to think aloud whilst engaging in this work. We suggest that the Livescribe-supported SRI reduced the impact of these factors by providing a valuable opportunity for them to clarify what had originally been propounded both by themselves and their peers and revisit their learning in a way that fits well with Polya’s (1957) concept of ‘looking back’ at problem solving work. It allows them to concern themselves less with the think-aloud protocol during the original recording, even omit details that would be seriously ‘missed’ if recorded by conventional digital audio recorders, as a combination of spoken and written material is employed within the SRI to prompt their recall. Indeed, their SRI contributions to date indicate that the technology allows them to identify for themselves especially productive/beneficial contributions made, that may not have been recognised as such by observers, and this again fits well with the four stage exploration of Goldin’s (1997) task-based interviews. Some refinement to the T-AP utilised to underpin this work is almost certainly required to address some of the issues encountered by groups such as unintentional interruptions. More also arguably needs to be done to effectively ‘capture’ participants’ resource use whilst solving problems (although an effective TAP that ensured participants articulated clearly their choice of appropriate resources and thinking behind this would prevent this being a major problem). However, the Livescribe technology itself has shown some promise in prompting productive responses that encourage deeper exploration and even exploratory talk (Mercer, 1995) and this, when enhanced further, may be of significant benefit to future classroom practitioners. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 95 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 References Duval, R. 2006. A cognitive analysis of problems of comprehension in a learning of mathematics. Educational Studies in Mathematics, 61: 103-131. Ericsson, K.A., and H.A. Simon. 1993. Protocol analysis: Verbal reports as data. Cambridge, MA: MIT Press. Fox-Turnball, W. 2009. Stimulated recall using autophotography - A method for investigating technology education. Proceedings of the Pupil's Attitudes toward Technology Conference (PATT-22), 24-28 Aug 2009:204-217. http://www.iteaconnect.org/Conference/PATT/PATT22/FoxTurnbull.pdf. Accessed 21.12.12 Goldin, G.A. 1997. Observing mathematical problem solving through task-based interviews. Journal for Research in Mathematics Education, 9: 40-177. Hickman, M. 2011. A talk framework for primary problem solving. Informal Proceedings of the British Society for Research into Learning Mathematics, 31 (3). http://www.bsrlm.org.uk/IPs/ip31-3/BSRLM-IP-31-3-13.pdf Accessed 20.12.12 Hošpesová, A., and J. Novotná. 2009. The process of problem solving in school teaching. In Proceedings of the 33rd Conference of the International Group for the Psychology of Mathematics Education 3, eds. M.Tzekaki, M. Kaldrimidou and H. Sakonidis, 193-200. Thessaloniki, Greece: PME. Mercer, N. 1995. The guided construction of knowledge: Talk amongst teachers and learners. Clevedon: Multilingual Matters. Polya, G. 1957. How to solve it: A new aspect of mathematic method. New York: Doubleday Anchor Books. Robertson, S.I. 2001. Problem solving. Hove: Psychology Press. Seal, C. 2006. How can we encourage pupil dialogue in collaborative group work? (Summary produced for the National Teacher Research Panel Conference, 2006). http://www.edupa.uva.es/schemesofwork/ntrp/lib/pdf/seal.pdf Accessed 20.12.12 Weibel, N., A. Fouse, E. Hutchins and J.D. Hollan. 2011. Supporting an integrated paper-digital workflow for observational research. In Proceedings of the 16th International Conference on Intelligent User Interfaces: 257-266. http://adamfouse.com/pdfs/weibel-iui-2011.pdf. Accessed 20.12.12. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 96 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 A student teacher’s recontextualisation of teaching mathematics using ICT Norulhuda Ismail Institute of Education, University of London In university mathematics education courses, messages about the pedagogy and content of teaching mathematics are conveyed to student teachers. During the teaching practicum, mentor teachers also have their own set of messages about mathematics teaching. My research investigates the messages conveyed to student teachers and the ways student teachers acknowledge these messages and incorporate them into their teaching using the notion of recontextualisation. The use of information and communication technology (ICT) in teaching mathematics is generally viewed positively in the university and by mentor teachers. In this paper I share some data and analysis of the messages about ICT, and how one student teacher recontextualises these messages into his own teaching of mathematics. Keywords: ICT, student teachers, recontextualisation Introduction For student teachers, the teaching practicum is a difficult experience as they try to select ‘approved’ methods of teaching set by the university discourse. A study by Goh and Matthews (2011) on Malaysian student teachers’ journal writing revealed their frustrations in choosing the appropriate methodology and techniques for teaching. They are also worried that they are unable to answer students’ questions. The problems faced by Malaysian student teachers could be due to the design of teacher training programs in Malaysia. Lee (2004) has described some of the weaknesses of teacher training programs in Malaysia which focus mostly on general pedagogical knowledge such as time on task, questioning techniques and preparing lesson plans and not on actual methods for teaching subjects. Furthermore, the presence of a mentor teacher who may not have aligned views about the appropriate approaches in teaching mathematics may make the practicum an even more confusing experience for many student teachers. Lee (2004) highlighted that mentor teachers are not being prepared to provide effective supervision to help student teachers develop their practices in teaching. This scenario has led me to develop a research project to investigate the various messages about teaching mathematics provided by a teacher training program in Malaysia. I am also investigating how student teachers acknowledge and apply these messages during the teaching practicum in consideration of the messages about teaching mathematics of their mentor teachers. One of the themes that has arisen from the data is the emphasis on use of information and communication technology (ICT) in teaching mathematics. I will present in this paper analysis on the program’s messages about use of ICT in teaching mathematics. Finally, I will show how one student teacher acknowledges and applies this message in his teaching, with respect to his mentor teacher’s interest. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 97 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Theoretical framework I am using the notion of recontextualisation (Bernstein 2000) to conceptualise the transformation of messages about teaching mathematics from the teacher training program to the setting of the mathematics classroom. Recontextualisation selectively relocates, and refocuses a discourse and relates it to other aspects to focus onto another principle. Recontextualisation will occur as student teachers adjust the messages about teaching mathematics to the new site, subject to the conditions of the social and political relations of the new site (Thomas 2003). This means that, in recontextualisation, student teachers will select from their experiences concerning teaching mathematics in the teacher training program and refocus it to the principle of teaching the class at hand. For example, when planning a lesson, a student teacher has to select ICT tools to incorporate into their lesson. In the teacher training program setting, they have experienced in the teacher training program setting guidelines on appropriate ICT tools and how to use these tools in teaching mathematics. They select from this experience, relocate and refocus the guidelines, while also considering the requirements of the mentor teacher. Methodology The data collection consisted of observing and video recording sessions from courses in the university setting that focused on developing student teachers’ knowledge about teaching of mathematics. The courses are Methods for teaching mathematics, Microteaching and Laboratory in mathematics education. I am using a critical discourse analysis approach to draw out the messages about teaching mathematics from the university setting. To do this, I focus on the objects (what counts as an ICT tool) and value statements regarding the objects. I also focus on suggested methods in using the tools and value statements regarding the methods. In the end, I may develop an observational scheme that will assist in helping to identify student teachers’ recontextualisation of these messages. In the school setting, six student teachers and their mentors were participants for this research. The mentor teachers were interviewed and their messages about teaching mathematics were drawn out. The student teachers were observed three times each and interviewed at least once. In considering student teacher’s recontextualisation of using ICT, I focus on two aspects. First I focus on student teachers knowing the messages about using ICT in the interviews. This concerns their acknowledgement of the messages, and the ways in which student teachers position themselves in the acknowledgement. Then, I focus on student teachers acting out the messages of using ICT in their mathematics teaching, focusing on the functions of the tools and the similarities and differences in the ways they use ICT from the university setting and the mentor’s advice. Data analysis of messages from university setting In the analysis regarding the messages about mathematics teaching, I focus on the objects demonstrated to the student teachers, and value statement regarding the objects. The table is a portion of a transcript from a Microteaching class, where a lecturer was giving her initial comments on a student teacher’s lesson regarding her use of a ministry approved ICT tool in teaching matrices. In the text, the object talked about is technology and the value statement about the use of the official ministry tool is that it saves time for teachers. The message given here is that the use of official From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 98 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 ministry tool is viewed as sufficient (good) because teachers can save time in teaching preparation as they do not have to build their own tools. Table 1: data analysis extract Text analysis Ok. Let’s look at her strengths. One thing is she used technology. That is very good. you can apply that Object: technology Evaluation of use of ICT: very good/ more than sufficient. You don’t have to do it yourself, so there is Further explanation of why it’s good no need to waste time. because it saves time. Messages about teaching mathematics using ICT in university setting The three courses, Methods for teaching mathematics, Microteaching and Laboratory in mathematics education, held distinct messages according to the objectives of each activity, therefore portraying different evaluations of use of ICT in teaching mathematics. The Methods class focused on the ICT objects, emphasising the novelty and the quality of each tool displayed. Therefore the values conveyed focused on the ICT tool itself. The Microteaching class was about applying ICT tool into teaching. Here, the comments focused on the teacher’s ability to find a balance between the role of the teacher and the role of the ICT. Finally, the Laboratory class aim was to develop technological pedagogical content knowledge among student teachers and the activity was to demonstrate by allowing student teachers experience learning school level mathematics using ICT based tools. Table two summarises the messages conveyed about teaching mathematics using ICT tools and value statements regarding the use of ICT. Table 2: messages conveyed about use of ICT in teaching mathematics 1a. What objects are demonstrated or displayed to student teachers? Methods for teaching math Tool 1: A song about the rules of exponent. Tool 2: An energetic song about the difference of ‘log’ use in everyday life and in mathematics. Tool 3: A static powerpoint with no animations. Tool 4: A PowerPoint about vectors with animation and very colourful. Microteaching Tool 1: a ministry approved tool which has narration and animation about the introduction to matrices. It has the starter set that showed items ordered in rows and columns. It had activities where students or the teacher can key in the answer. Had use of matrices in other fields. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 99 Laboratory in math education Tool: MSWLogo. Students learn to program the turtle to move around the playground. Through the activity, the students construct knowledge about polygons. Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 1b. What values are placed on the objects? Tool 1: the song is satisfactory. But, the mathematical notations need to be correct. Tool 3: the static PowerPoint is usual and unauthentic. Tool 4: the PowerPoint with animations is satisfactory. 2a. What is the suggested method in using these tools? 2b. What values are placed on the suggested methods? Tool 2: Must explain the difference between use of certain terms in life and in mathematics. Teachers have to make this clear in the lesson. Tool 4: students should use this PowerPoint which has animations and colours as an example in creating their own PowerPoint. Tool 2: differentiating the use of terms in mathematics and in life helps students to understand better the language of mathematics. Tool 4: colourful and animated powerpoints is motivating to students. Tool 1: the ICT tool was interesting. However, it was only interesting for the first two minutes because students may not be able to concentrate on the display for long. It was good because it assisted in the teaching and learning process where the ‘teacher’ could use the tool for several segments of the lesson. The ministry tool was played for the starter set which explained examples of matrices in everyday life. Tool is open source, free, and compatible with many operating systems. Introduction of tool using tutorial. Giving direct/basic instructions. Math activity: Whole class problem solving In the closure, a activity about mini activity was creating polygons. conducted where Student teachers students had to construct individually solve knowledge of some matrices interior angles problems in while learning to cryptography. program the turtle to create polygons, guided by the lecturer. The use of ICT is Students can viewed positively. construct However, there knowledge about needs to be a mathematics balance between through the use of ICT and technological pedagogical based activities. strategies. Teaching However, teachers needs to be student need to closely centred where guide students so students are active, that the students have group construct the activities. knowledge intended. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 100 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Saiful’s mentor teacher’s messages about teaching using ICT Saiful is a student teacher participant who took the same university courses prior to his teacher training semester. The rest of the paper depicts Saiful’s mentor teacher’s messages and Saiful’s recontextualisation of teaching mathematics using ICT. Saiful’s mentor teacher is highly interested in seeing him incorporate the use of ICT especially in developing and using interesting and animated PowerPoint. This view seems to be aligned with tool 4 in the Methods class, where the use of multimedia based ICT incorporates amusing and motivational elements into the classroom. Saiful’s recontextualisation of teaching mathematics using ICT Saiful Knowing the Messages about teaching using ICT During the interview, Saiful clearly identifies his mentor teacher’s interests in using PowerPoint to teach mathematics as it includes creative elements. My mentor teacher, she likes fun activities, such as PowerPoint, she likes use of teaching aids which are very creative, so the teaching does not seem too traditional bound. In using ICT, Saiful states that he does not use PowerPoint much because he views its use is to be limited. Saiful appears to align himself with the laboratory class, where the use of mathematics applications allows students to experiment with mathematical objects. He explains how he used a mathematics application in class to teach straight lines. I think mathematics applications are a lot better than PowerPoint. I used it for form four students teaching straight lines. The students can key in the gradients and see how a small and big gradient looks like. It’s online. Furthermore, Saiful views that the use of PowerPoint is limited for teaching mathematics because this requires both practical work and understanding. This suggests that he views PowerPoints as only useful for displaying notes such as tool 3 in methods class. I think that use of PowerPoint is useful in teaching mathematics. However, there is a limit. When compared with other subjects that require more reading, mathematics is an understanding and practical subject. So, these two aspects need to be considered when using PowerPoint. Saiful acting out the messages about teaching using ICT In one of the lessons I observed, Saiful’s mentor teacher was also there to observe him. Saiful had taken into consideration his mentor teacher’s preferences by compiling several ICT based tools which he uses throughout the lesson. For the starter, pictures of an obese and underweight man were displayed and students had to guess the topic which was mass. In the exchange about the pictures, the term weight was used consistently. However, the students were able to guess the topic name correctly which is mass because Saiful had asked the students to open the textbook to the topic page before the class began. Despite this, Saiful did not differentiate between the different use of the terms ‘weight’ and ‘mass’ in mathematics and in life. This was an element emphasised in Methods class where use of terms in life and in mathematics should be differentiated by the teacher. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 101 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The avatar selected stated the definitions of mass, but it was exactly as the content in the textbook. However, there was an element of amusement as the students laughed when Saiful played the avatar. Their response seems to be aligned with Methods class and the mentor teacher’s view that ICT should give an element of amusement for students. The notes displayed were static and exactly the same as in the textbook. This is one of the concerns of Microteaching class, that the use of ICT can make the class still appear dull. In Microteaching class, it is advised that group activity must be included to overcome this. However, Saiful was unable to conduct the group activity because he did not prepare the weighing tools beforehand. To compensate, Saiful asked the students to guess the weight of selected objects by calling them out to him. Conclusion This research focuses on the ways student teachers recontextualise the messages about teaching mathematics using ICT from the university setting and the mentor teacher. During the interview, Saiful aligns himself with the Laboratory class, where he says he prefers using technological tools to teach because it allows students to experiment with mathematics knowledge. However, the class observed did not include any elements of experimentation. This observation seem to show a mismatch between his own verbal preference about having a lot of interesting activities, to his actions where the tools displayed were just resources for the content and did not provide interesting activities for students to conduct. Saiful also attempted to apply group work as advised in Microteaching class, but the tools were not prepared beforehand, so the group activity was unable to be carried out successfully. No officials from the university were present during this observation. Therefore it is possible the criteria selected for this lesson was dominantly from the expectations of the mentor teacher because she was there to observe him. The analysis show that although a student teacher is clearly aware of the interests of his mentor teacher in seeing him teach using PowerPoint, his own values about mathematics learning being practical and his beliefs that PowerPoint is limited for teaching mathematics means that he does not entirely fulfil the mentor teacher’s interest. To compensate, Saiful compiled a set of tools to support his teaching. However, there is rigidness in his selection as the avatar and the notes were clear repetition from the textbooks and did not provide much variety to the lesson. References Bernstein, B. 2000. Pedagogy, symbolic control and identity: Theory, research, critique: Oxford : Rowman & Littlefield Goh, P.S. and B. Matthews. 2011. Listening to the concerns of student teachers in Malaysia during teaching practice. Australian Journal of Teacher Education 36, no 3: 92-103. Lee, M. 2004. Malaysian teacher education into the new century In Reform of teacher education in the Asia-pacific in the new millennium: Trends and challenges, eds Cheng, Y, Chow, K and Mok, M, 81-91: Springer Netherlands. Thomas, P. 2003. The recontextualization of management: A discourse-based approach to analysing the development of management thinking. Journal of Management Studies 40, no 4: 775-801. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 102 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Mathematical competence framework : An aid to identifying understanding? Barbara Jaworski Loughborough University, Mathematics Education Centre Research into the teaching of mathematics to engineering students to promote their conceptual understanding (Jaworski and Matthews 2011) has shown the problematic nature of planning for and identifying understanding. I review the project briefly and introduce the idea of competencies from the Danish project, KOM (translated as Competencies and Mathematical Learning). Through the medium of designing inquirybased tasks for students and use of the competency framework for analysis of tasks, I consider the relevance of such a competency-based analysis and its usefulness (or otherwise) for recognising student understanding. This leads to important questions for further research of a developmental nature. Keywords: mathematical competency; engineering students, inquiry-based teaching, sociocultural setting, developmental research. Mathematics for Engineering students: In this paper I discuss a research project which aimed to study the design and teaching mathematics in ways which enable students’ conceptual learning and understanding of mathematics for flexible use in engineering contexts. The project was fundamentally about teaching: in particular, how teaching relates to learning with understanding. The project, ESUM, Engineering Students Understanding Mathematics, involved an innovation in teaching and learning. It was a developmental research project; that is, it involved research that both studies development and contributes to that development. It focused centrally on INQUIRY – inquiry in mathematics and learning mathematics and inquiry in the teaching process. It attracted support from the Royal Academy of Engineering through the UK HE-STEM programme. Funding supported a researcher to work with the teaching team and paid for a literature review. Research questions included How can we enable engineering students’ more conceptual understanding of mathematics? o What teaching approach (and why)? DESIGN o What means of perceiving students’ outcomes? APPROACH o What outcomes? EVALUATION A sociocultural frame In seeking mathematical understanding, we were interested not only in cognitive processes, but in the whole context and culture in which we are active. (Schmittau 2003; Vygotsky 1978; Wertsch 1991). This included the following principles: All learning is social; knowledge grows in the social domain within which individual knowledge is formed. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 103 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Learning takes place through participation in social and cultural worlds mediated by social and cultural tools. Scientific concepts grow through pedagogical mediation. Thus we were interested in mathematical meanings, relating to an established body of mathematical knowledge; perspectives of students and teachers, relating to learning mathematics; institutional dynamics and constraints influencing perspectives on learning and teaching; worlds (cultures) in and beyond the institutional setting creating parameters and boundaries for engaging in learning and teaching. The institutional setting (pre-innovation) A university three-year BSc for first year students in Materials Engineering included a one year module in mathematics. The ESUM project studied the first semester of this module. Students were fresh from school still with perspectives from their school culture. The module was allocated two lectures and one tutorial per week (each 50 minutes). The university encouraged use of a Virtual Learning Environment – LEARN – for communication, holding notes and resources. Assessment was by exam (60%) and 8 computer based tests (40%). Teaching was largely traditional in style with perceived instrumental approaches to mathematics (Artigue, Batanero and Kent 2007; Hiebert 1986; Skemp 1977). The teaching-research team (co-learners) The teaching team of three experienced teachers, two having extensive experience of teaching engineering students, had responsibility for interpretation of curriculum, design of innovation and teaching approach, design of questions/tasks/group project (with the help of PhD students). One member (the lecturer) taught the module. The research team, of four people, included the teaching team plus a research officer (paid for with the HE-STEM funding). Together they designed research which included Research in practice (insider research)) Research on practice (outsider research) (Bassey 1995) Learning through inquiry – a developmental research methodology & innovation The inquiry approach aimed to promote learning through an inquiry community in mathematics AND in mathematics teaching). A Community of Inquiry (CoI) was seen to be based on processes of participation and reification as described by Wenger (1998) in a Community of Practice (CoP). It embraced the principles that addressing inquiry-based questions challenges existing ideas and engages students in meaningmaking more deeply; it motivates ‘wanting to know’, encouraging asking one’s own questions, and looking critically at outcomes; it enables development of a critical sense through critical alignment (Jaworski 2006). A developmental research process involved linked forms of research: Insider research – cyclic approach: Insiders, teachers who are also researchers, engage in cycles of activity involving design (of tasks), work in practice (act/teach & From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 104 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 observe), reflect on and analyse what has been done, feedback to further planning, disseminate to others in the field. Outsider research – data and analysis: Involving research into processes and practices from the outside – taking out data and analysing it through a rigorous research process including design documentation, student surveys, observation of practice (audio recording), interviews; analysis relevant to the kinds of data; overall activity theory analysis; dissemination and publication (Jaworski 2003). The innovation involved a modification to teaching, with implications for learning mathematics. It included use of inquiry-based questions in lectures and particularly in tutorials; a GeoGebra environment for demonstration in lectures and for student exploratory use in tutorials in relation to inquiry-based questions; small group activity: students in groups of three or four working on tasks in tutorials, discussing solutions together and with the lecturer; a small group (assessed) project: tasks given by the lecturer for exploration by students in a group with requirement to submit a group project for assessment; and changes to assessment to include the assessed project. Figures 1, 2 and 3 show examples of tasks which were designed and used in the ESUM innovation: Think about what we mean by a function and write down two examples. Try to make them different examples. 1. Open question/task in a lecture In the topic area of real valued functions of one variable Consider the function f(x) = x2 + 2x (x is real) a) Give an equation of a line that intersects the graph of this function: (i) Twice (ii) Once (iii) Never (Adapted from Pilzer et al. 2003, 7) b) If we have the function f(x) = ax2+bx+c what can you say about lines which intersect this function twice? 3. Tutorial task – for small group work c) Write down equations for three straight lines and draw them in GeoGebra d) Find a (quadratic) function such that the graph of the function cuts one of your lines twice, one of them only once, and the third not at all and show the result in GeoGebra. e) Repeat for three different lines (what does it mean to be different?) 2. A lecture and tutorial task Findings from the ESUM project indicated important differences between perceptions towards mathematical learning, the value of inquiry processes and use of GeoGebra of those designing and delivering teaching (the teaching team) and those experiencing the teaching and learning from it (the students). For details see Jaworski and Matthews (2011), Jaworski, Robinson, Matthews and Croft (2012). Here I focus From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 105 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 on our desire to improve students’ conceptual understandings of mathematics (compared with previous cohorts) which proved elusive in the ESUM analysis. What does it mean to understand and how can we recognise understanding? It was clear in observation of teaching sessions the extent to which students engaged with mathematics and their degrees of conceptualization. This was pleasing in many respects (for those teaching), however, due to being very local and specific, it did not reveal general characteristics or provide objective insight to the nature of conceptual understanding. Examination and test scores showed improvement on previous cohorts, but this was not indicative of the quality of understanding. Thus we sought an alternative approach to discerning understanding. We became aware that the mathematics working group of the European Society for Engineering Education (SEFI) was promoting a set of competencies deriving from the work of the Danish KOM Project (e.g., Niss 2003; SEFI 2011) for the design of mathematics teaching for engineering students. We decided to look critically at what these might offer. The SEFI document quotes Niss (2003, 183) as follows: Possessing mathematical competence means having knowledge of, understanding, doing and using mathematics and having a well-founded opinion about it, in a variety of situations and contexts where mathematics plays or can play a role. A mathematical competency is a distinct major constituent in mathematical competence Eight competencies have been identified as follows. See SEFI (2011) and Niss (2003) for a detailed breakdown of what each competency includes. The ability to ask and answer questions in and with mathematics The ability to deal with mathematical language and tools 1. Thinking mathematically 5. Representing mathematical entities 2. Reasoning mathematically 6. Handling mathematical symbols and formalism 3. Posing and solving mathematical problems 7. Communicating in, with and about mathematics 4. Modelling mathematically 8. Making use of aids and tools We began by using these competencies to analyse some of our tasks. For example in Task 2a above, given in a lecture in which students had to work on the task in their seats talking with their neighbours, we analysed as follows: The function is easy to sketch – it is easy to see lines which cross it in the three conditions [5] Students have to talk to each other [7] They have to think about equations for their lines [1] [3] [6] They start to reason about the differences between the lines [2] They have to give feedback to the lecturer and others in the cohort [2] [7] We see further analysis of Task 2b-e: b) generalising from (a) [1, 2, 7] d) tackling an open-ended problem [1, 2, 3, 7, 8] c) Inventing own mathematical objects and using a technological tool [1, 2, 5, 6, 7, 8] e) Addressing mathematical generality [1, 2, 3, 5, 6, 7] From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 106 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 From this example, we believe that our tasks are broadly in line with the stated competencies. There seems to be a region of synergy between the competencies and goals of inquiry- based learning. The tasks designed for the latter seem to fulfil the former. Our next challenge is to try to recognize student understanding in relation to the competencies. The Danish team has suggested three dimensions for specifying and measuring progress: Degree of coverage: The extent to which the person masters the characteristic aspects of a competency. Radius of action: The contexts and situations in which a person can activate a competency. Technical level: How conceptually and technically advanced the entities and tools are with which the person can activate the competence. The SEFI Mathematics working group is in the process of specifying what such dimensions can look like in relation to the mathematical curriculum for engineering students. With regard to ESUM, we ask how our data might allow us to address the three dimensions in order to discern what competencies students gained/achieved. In fact, existing data is not adequate: it was not collected for this purpose, so we ask what data we would need to collect; for example we can record data and analyse it from events such as: In lectures: we can ask further questions and encourage students to respond (we recognise that not all can/will do so). In tutorials: we can visit groups, talk with them about their current thinking, probe and challenge appropriately (of course, we cannot be with all groups all of the time). Assessment: in tests or exams, we can design suitable questions and analyse students’ responses (which may or may not reveal understanding). Assessment through group project with written report: we can look critically for evidence of understanding (we also need to consider who has done most of the work) Analysis of the data would allow us to seek evidence of competencies having been addressed. For this to be effective for successive groups of students we need a systematic process which can be achieved quickly and efficiently which requires assessment instruments to be developed to have accord with competency statements. We can see above some of the constraints to this process, and recognise that cultural issues revealed through ESUM will also present challenges (see Jaworski et al. 2012) Questions for further research using a competency framework From the above, we see a use of the competencies in evaluating design of tasks and a potential development of instruments for a systematic use of competencies against the three dimensions to measure student progress. The latter needs further consideration. A third potentially valuable use of competencies would be in providing a formative presence, for example, in creating opportunities for students to achieve competency and as a tool for teachers in working with students to achieve competency. With respect to this third area of consideration we ask: what are the elements of creating the sociocultural setting in which the desired mathematical practices and ways of being are nurtured as central to participation? ESUM identified students as having an essentially strategic focus towards their studies; thus we might also ask: are there ways in which students can develop an awareness of competency as a means of changing the nature of their strategic focus? Within our sociocultural frame in which we consider teaching for learning mathematics in relation to a cohort of students rather than in terms of individuals – in which we have to take seriously systemic and cultural factors as revealed by ESUM – From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 107 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 we see the above questions as motivating for further research of a developmental nature. The questions are challenging for the design of both teaching and research: teaching is seen as a research process through which teachers and students can come closer in their understandings of what it means to learn mathematics effectively for engineering contexts. We hope to pursue these questions and invite others who are interested to join us in this endeavour. References Artigue, M., C. Batanero and P. Kent. 2007. Mathematics thinking and learning at post secondary level. In Second handbook of research on mathematics teaching and learning, ed. F. Lester, 1011-1050. Charlotte, NC: Information Age Publishing. Bassey, M. 1995. Creating education through research. Edinburgh: British Educational Research Association. Hiebert, J. 1986. Conceptual and procedural knowledge: The case of mathematics. Hillslade, NJ: Erlbaum. Jaworski, B. 2003. Research practice into/influencing mathematics teaching and learning development: Towards a theoretical framework based on co-learning partnerships., Educational Studies in Mathematics 54: 249-282. ——— 2006. Theory and practice in mathematics teaching development: Critical inquiry as a mode of learning in teaching. Journal of Mathematics Teacher Education 9: 187-211. Jaworski, B., and J. Matthews. 2011. Developing teaching of mathematics to first year engineering students. Teaching Mathematics and Its Applications 30: 178185. Jaworski, B., C. Robinson, J. Matthews, and A. C. Croft. 2012. An activity theory analysis of teaching goals versus student epistemological positions. International Journal of Technology in Mathematics Education 19: 147-52. Niss, M. 2003. The Danish “KOM” project and possible consequences for teacher education. In Educating for the future: Proceedings of an international symposium on mathematics teacher education, ed. R. Straesser, G. Brandell, B Grevholm and O. Hellenius, 179-190. Gothenburg, Sweden: NCM, Gothenburg University. SEFI (European Society for Engineering Education). Draft, 2011. A framework for mathematics curricula in engineering education: A report of the mathematics working group. SEFI (European Society for Engineering Education). Pilzer, S., M. Robinson, D. Lomen, D., Flath, D., Hughes Hallet, B. Lahme, J. Morris, W. McCallum, and J Thrash, J. 2003. ConcepTests to accompany calculus, Third Edition. Hoboken NJ: John Wiley & Son. Schmittau, J. 2003. Cultural-historical theory and mathematics education. In Vygotsky’s educational theory in cultural context, ed. A. Kozulin, B. Gindis, V. S. Ageyev and S. M. Miller, 225-245. Cambridge: Cambridge University Press. Skemp, R. 1976. Relational understanding and instrumental understanding. Mathematics Teaching 77: 20-26. Vygotsky, L. 1978. Mind in society. Cambridge, MA: Harvard University Press. Wenger, E. 1998. Communities of practice. Cambridge: Cambridge University Press. Wertsch, J. V. 1991. Voices of the mind: A sociocultural approach to mediated action. Cambridge, MA.: Harvard University Press. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 108 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The role of justification in small group discussions on patterning. Dr Cecilia Kilhamn Faculty of Education, University of Gothenburg, Sweden Swedish students have not been successful in solving geometrical pattern tasks in the TIMSS study and as a result it has been introduced as explicit core content in the National Syllabus (Lgr11) for grades 1-6. Analysis of video recordings of three student groups working with a task taken from TIMSS07 showed that students’ initial approach to the task was often unsuccessful. In this situation it was then a call for justification that led them on, for example through questioning why a solution was correct or what the answer meant. The call for justification came from the teacher, from other students or from a student’s wish to understand. An implication of this study is that students would benefit from incorporating justification as an essential part of their problem solving process. Key words: algebra, patterns, justification, video data, TIMSS tasks, problem solving Introduction Generalizations and patterns are often highlighted as key ideas in mathematics, essential parts of early algebra and fundamental to algebraic reasoning (e.g. Cai and Knuth 2011). Working with problems of detecting and/or generating patterns, describing a term and its position in a sequence, is an approach to algebra as generalization aimed at enhancing students’ insight into detecting sameness and differences, making distinctions, repeating, ordering, classifying and labeling (Mason 1996, 83). Lee (1996, 106) writes: “As an introduction to algebra, an entry into the culture, I think a generalizing approach is grounded historically, philosophically, and psychologically and has proven its merits pedagogically wherever it has been tried.” Although patterning has been acknowledged in school curricula in many countries it has not been a prominent part of Swedish school textbooks or of classroom practices. As a result of declining results on TIMSS tests, particularly concerning algebra, patterning was explicitly introduced as core content for grades 16 in the Swedish National Curriculum Lgr11 (Skolverket 2011). In the rather short mathematics syllabus part of the curriculum (pages 59-63 cover the whole syllabus for mathematics in grades 1 through 9) patterning is mentioned twice, as core content for grades 1-3 as well as grades 4-6, in the short, and quite general phrase: “How simple patterns in number sequences and simple geometrical forms can be constructed, described and expressed.” Currently patterning problems are making their way into textbooks, and teachers are starting to do patterning in their classes. A general question to ask in this situation is if teachers understand what students are supposed to learn by doing patterning tasks. Will simply exposing students to patterning activities result in better understanding of algebra, more qualified algebraic reasoning, higher problem solving skills, and eventually show up as better results on future TIMSS achievement tests? This was suggested in the official TIMSS report from the TIMSS 2007 test, which commented on the poor result on task M05_03 (see figure 1) with the words “Since additive changes […] are not considered particularly difficult to encode, the difficulties are probably due to lack of exposure to patterning” (Skolverket 2008, From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 109 = : ' * 1!X<0) 7. !$* * 050>. !76$) &. 1!$' . !) : 5!7: ) 10* . ' . * !9$' 507( -$' -3!* 08807( -5!5: !. ) 7: * . !C " ZZVEM !56. !* 08807( -50. 1!$' . !9' : #$#-3!* ( . !5: !-$7%!: 8!. A9: 1( ' . !5: !9$55. ' ) 0) &Y" !Cb. 8Q!b \V\#Q!9!ZI M !$( 56: ' J1!5' $) 1-$50: ) E;!? 6. !15( * 3!' . 9: ' 5. * !6. ' . !$04 1!$5!-: : %0) &!4 : ' . ! $5!6: = !1: 4 . !<= . * 016!15( * . ) 51!0) !&' $* . !G!$99' : $76!5601!9' : #-. 4 !5: !$* * ' . 11!N( . Smith, C. (Ed.) Proceedings of the British$#: Society Research into November ( 5!=for6$5 !56. 1. !15 ( *Learning . ) 51!) . Mathematics . * !0) !8( 5( ' 32(3) . !0) 15 ' ( 750: ) ;!2012 ! ? $#-. !" Q!? @ 2 <<!5$1%!2 H^aH\M !&' $* . ![ !' . 1( -51!0) !<= . * . ) VQ!Cb$99: ' 5!\V\7M !9;!" " " E! ! 97 author’s translation). The task was solved correctly by only 16 % of Swedish 3. $' ! T: ' ' . 75!Cc E! d 0* !) : 5!5' 3!Cc E! students. This paper looks more closely at how some Swedish" G;[ students in grade VHH\! ! " _ ;_ ! 6 approach this task in order to address questions about these VHHIwhat ! " G;H! students "need I ;G! in ! future instruction concerning problem solving in general and patterning in particular. ! In the first analysis it was found that justification played an essential role in getting 98: ; ; +% ) . <+: =>?=@++ students to advance from an unsuccessful initial strategy. ! ! @ ) !56. !8 0&( ' . M !" \!4 $5 1!= . ' 4. !( squares 1. * !5: !4 in $%. !a row. In the figure, 13 matches were used to76.make _ !1N( $'in. 1! ) ! $!'that : = ;!K 1!56. in !) this ( 4 #.way ' !: using 8! What is the number of squares a 0row can 6$5 be !0 made 73 1N( $' . 1! 0) ! $! ' : = ! 56$5! 7$) ! #. ! 4 $* . ! 0) ! 5601! ! matches? = $3!( 10) &!I \!4 $576. 1+!! Show the calculations that<6: lead your answer = !to56. ! 7$-7( -$50: ) 1! 56$5! -. $* ! 5: ! 3: ( ' ! $) 1= . ' ! Figure 1: TIMSS task M05_03 ! ! ! ! ! Patterning, problem solving and justification. ! ! Students’ difficulties with patterning appear on three levels as described by Lee ! /0& ( ' . !"(seeing Q!? @ 2 <<!5 !2 H^aH\M ! (1996, 105): at “the perceptual level the$1% intended pattern), at the verbalizing ! level (expressing the pattern clearly), and at the symbolization level (using n to @ ) !56. !>0* . : !15( * 3!15( * . ) 51!= . ' . !$1%. * !5: != : ' %!: ) !5601!9' : #-. 4 !0) !14 $--!&' : ( 91M represent the nth array or number).” These levels align well with the three )aspects of 01! = 63! 56. ! -$15! N( . 150: ) ! = $1! 1-0&65-3! $-5. ' . * ;! @ 15. $* ! : 8! #. 0) &! $1%. * ! 5: ! 16: = patterns mentioned in the Lgr11: constructed, described 7$7( -$50:how ) 1!15(patterns * . ) 51!= ' . are !104 9-3!$1% . * !Y` : = !* : !3: ( !%) : =and Y+!@ 5!= $1!-. 85!5: !. $76!5. $7 &0>. !0 ) 15'to ( 75 0: )addressed 1!$1!5: !6: =simultaneously !4 ( 76!: 8!56. !* 017( : ) !$) * !' . 1( expressed. Whether these aspects are be or 110 separately is -51!15( * . ) 51!= . ' . !$1 ' 05. !* : = ) 0) &!$75 0>05 0. 1!0 ) !5. A5#%1!$'level . !7: 4 and 4 : ) the -3!15' ( 75( ' . * !5: !6. -9!15 an open question. Some may =choose to) ;!e$5 work5. 'with only the perceptual &. ) . ' $5. ! 9$55. ' ) 1! #3! $1%0) &! 56. 4 ! 5: ! 7: ) 50) ( . ! 56. ! 9$55. ' ) M ! * . 17' 0#. ! 56. ! ) . A5! construction of patterns in the* . early grades, descriptions 56!80&( ' . ;!? 6. !? @ 17' 0#. !5 6. !9$55.verbal ' ) !$) * !$!7' . $5. !$!8: ' 4later, ( -$!8: 'and !56. !)symbolic 2 <<!5$1%!$#: > expressions only when formal15(algebra been toM * . ) 51!5: has !4 $% . !( 1. !:introduced. 8!$!9$55. ' ) !5Others 6. 3!80' 15may !) . . *choose !5: !* . 5. 75 != 6076!4 $%. 1!05!$!9' work on all levels at the same time, using patterning tasks as a way of introducing algebraic notation to express!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! generalities. Based on a Vygotskian perspective on " !Cd , !* . !$* * 050>$!8f ' g) * ' 0) &1105( $50: ) . ' ) $!0) 5. !$) 1. 1!1g' 1% 0-5!1>, ' $!$55!. ) %: * $!C/( teaching and learning, referred to as the theory of knowledge objectification (Radford " ZZVEM !1, !%$) !1>, ' 0&6. 5. ' ) $!1) $' $' . !15, !$55!80) ) $!0!: >$) $!>0* !4 f ) 15. ' 5g) %$) * . ;Y! 2001), algebraic thinking is described as a tangible social practice materialized in the V!b$99: ' 5 !\V\M !VHH[ !C$EQ!? @ 2 <<!VHHI !<>. ) 1%$!&' ( ) * 1%: -. . -. >. ' 1!%( ) 1%$9. ' !0!4 $5. body through gestures, visualization in0:the use such : 76!) $5(and ' >. 5.perception, ) 1%$9!0!. 55!0)and 5. ' ) $5 ) . --5 !9. ' of 19. signs %50>;!<% : ->. ' as %. 5! %-( 10>. !$) $-31' $99: ' 5!50--!\V\M !VHH[ Q!<>. 1%$!. -. >. ' 1!4 . 4 $50%%( ) 1%$9. ' !0!? @ 2 words and symbols (Radford@)2012). Radford shows evidence of )students’ use$5of VHHI Q !* L ( 9$) $-31!C #E !1$4 5 !L g4 8 f ' $) * . !$) $-31C 7E !4 . * !<>. ' 0 & . M !` : ) & !P: ) & M !? $0 = $) ! gestures becoming part of a linguistic repertoire that helps them notice and articulate specific aspects of a pattern. In such a view on learning it is not possible to separate the levels of perception, verbalizing and expressing a pattern since all these aspects of patterning contribute to the linguistic repertoire that affords development of algebraic thinking. Patterning activities in textbooks are commonly structured to help students generate patterns by asking them to continue the pattern, describe the next figure, describe the pattern and a create a formula for the nth figure. The TIMSS task above asks students to make use of a pattern they first need to detect, which makes it a problem solving task without the scaffold of a guided step-by-step procedure. It is thus more of a true problem to solve than a didactically designed patterning task. Lee (1996) addresses the problem-solving issue of patterning using the term ‘perceptual agility’ to describe the ability to see several patterns in a sequence of figures or numbers and judging which patterns are useful. Such agility is closely related to justification and argumentation. Through justification a pattern will be validated and argumentation will support or refute the usefulness of different patterns. From 1969 to 1994 Swedish curricula focused more on instruction about problem solving and learning for problem solving than learning through problem From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 110 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 solving (Wyndhamn, Riesbeck and Schoultz 2000). Problem solving in the Nordic countries during this time has been described as ‘applied problem solving’ (Zimmermann, 2001). The National Syllabus (Lgr 11) treats problem solving as both core content and as an ability students should develop. Today there is a movement in Sweden to work with ‘rich problems’ emphasising open problems, different solutions and use of multiple representations (e.g. Haglund, Hedrén and Taflin 2010). What value does problem solving and generalizing activities in school mathematics have beyond learning the specific mathematics content embedded in the problem? Zimmermann (2001, 57) lists some possible goals and characteristics of problem-oriented mathematics instruction, such as “possibilities for the invention of conjectures and their critical discussion, including refutations and proofs”, “connecting thinking” and “opportunities for communication”. These goals bear many similarities with the list of purposes for justification in school mathematics expressed by 12 middle school teachers in a more recent study by Staples, Bartlo and Thanheiser (2012). Justification, according to these teachers, promotes conceptual understanding and fosters mathematical skills and dispositions. One teacher says: Justification pushes students beyond a procedure to a deeper understanding of the math. In order to justify their thinking, they have to justify not only the hows, but get to the whys of what they’re doing. (454) In classrooms the demand to ‘explain your thinking’ is often met by a verbalising of the procedure, whereas a demand to ‘justify your solution’ could perhaps help student develop mathematical reasoning and argumentation. Method Using a larger set of video data collected within the project VIDEOMAT (Kilhamn and Röj-Lindberg 2012) this study is an analysis of small group discussions when solving the TIMSS task presented above. This paper reports on 3 groups of students from 2 different grade 6 classes working on the problem. The task was given by the researchers following four lessons of introduction to algebra planned individually by each teacher as part of the normal curriculum. The aim of the intervention was to study how these students worked on the problems without specific instruction but within the context of introductory algebra. The teachers handed out and gave instructions to the group activity in slightly different ways for example concerning whether they expected individual or group documentation. To encourage discussion the final request in the original task to ‘Show the calculation’ was replaced by the question ‘How do you know?’ The group discussions were video recorded and the videos were then viewed many times by the author of this paper as well as other members of the VIDEOMAT research team. Essential parts of the interactions were transcribed. The analysis focused on students’ initial and subsequent strategies, particularly changes of strategy, as well as the nature and effect of any teacher intervention. The student groups spent 9 –14 minutes working on the problem. Results and discussion In this section the three groups, here called Alpha, Beta and Gamma, are presented one at a time with analytical comments. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 111 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Group Alpha (S1T1-SG2) This group of four girls only has one paper to write on and most of the time girl C takes charge of the paper and does most of the talking. Initially A suggests drawing, B wants to work it out with numbers, and C starts drawing squares. However, C keeps losing track of how many she has drawn and the paper is too small. Her drawing is not systematic. After 2 minutes they all start discussing number facts in search of some factors for which the product is 73. They are off task for a few minutes discussing the nine times table. After five minutes B raises her hand to attract the teacher’s attention and starts a new drawing, this time completing one square at a time with three lines for each. C counts as B draws, nodding her head for every count and making them very clearly in threes: 23 24 25 ,…, 32 33 34. Then the drawing gets too small, and C takes the paper and continues the drawing coming up with ideas of how to fit more squares in. After 54 sticks the row of squares reaches the edge of the paper and B takes over starting a new row of squares. After 11 minutes both A and B raise their hands and the teacher finally joins them. Teacher: well then what have you done? C: we’re not done, because it’s too tiresome to draw all 73 B: well we don’t know… Can’t you like, take 73 times 4? Teacher: what does that give you? B: I don’t know… [A gestures that she has an idea, the teacher directs attention to her] A: is it, can’t you take, like, 73 divided by 3 minus 1. Because here, it’s 3 otherwise and so if you divide those 3 and then you just take away this first one here Teacher: yes, why did you think of that? In the episode the teacher does not evaluate B’s suggestion but asks her to clarify. Girl A, who has mainly participated as an observer, suddenly finds room to give a suggestion that shows her perception of the addition of threes and the extra one, possibly through the simultaneous drawing, nodding and counting of the others. The teacher evaluates the solution and leaves, and at the end of 14 minutes the girls hand in a paper with the solution 73/3 – 1, which is not quite correct. There is a slight call for justification by the teacher helping the girls to get past the perceptual level and beginning to verbalise the pattern, but the group never gets to the correct expression. Group Beta (S3-SG1) This group of two girls (B and D) and two boys (A and C) takes 9 minutes to solve the problem. Like Alpha, they start by suggesting number facts (73·4, 73/4) and then begin drawing squares, each one on their own paper. A, B and D spend the following 7 minutes drawing. A makes many drawings, rubbing them all out and starting over several times. First she loses track of how many she has drawn. Then she gets different total amounts (28 and 24). She checks both answers by multiplying 28·4 and 24·4. Neither of the products is 73 so they are slightly at a loss. C has suggested an equation but keeps seeking a multiple of 4. When dividing 13/4 he realises that 12/4=3. C exclaims that 24 squares “feels right.” B starts a new drawing this time systematically one square at a time counting 1234, 567, 8910…They hear from another group that the answer is 24, but they are still not satisfied. After 7 minutes C calls the teacher’s attention. C: Teacher: look we counted how many we could do and it is 24. why? [B looks up] From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 112 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 C: B: T: because we counted, how many, of these there are for 73 or, you do 72 divided by no 73 divided by 3, and then minus 1. that is very difficult to calculate. In which order should you take minus and divided by? Why do you take minus 1? In this episode, the students themselves want to find a justification, seek evaluation from the teacher who answers by requesting a justification that goes beyond their drawing. B who has been totally engrossed in her drawing suddenly looks up and finds that she has seen the pattern and verbalises it. Again the teacher questions her answer, asking her to explain why she takes minus 1 so that she can work out in which order the subtraction and division need to be done. When this is resolved, they compare ‘solution by drawing’ with ‘solution by the general expression’. Group Gamma (S3-SG2) The third group is a dysfunctional group with four members. Girl A works on the task for 12 minutes, at times joined by boy B. C and D are mostly off task or trying to copy what A is writing but never contributing with ideas. As in both the other groups an initial strategy is to use number facts (13·4). Then A suggests an equation and writes 3x=73, showing that she has perceived the pattern of multiples of three. She calculates 73/3=24,3333… and the others copy her answer. They seem to have finished when the teacher comes past. When seeing their answer, she questions the result asking if it will not be an even number of squares, or a strange sort of square at the end, one is not closed. Girl A laughs, and the teacher points to the picture asking “what about the first square?” She leaves them to try again. Peers from another group come by, telling them to divide 72 by 3 instead of 73 by 3. Girl A contemplates this, wondering why. After some time she exclaims: “wait, you take it away to use at the end don’t you!” She has now perceived the pattern and expressed it verbally. She finally expresses the answer as “3x=72 and then +1”, and explains her solution to B. In this episode the call for justification comes from the teacher when she evaluates the initial solution and questions its validity. Also A herself feels a need for justification once she knows the correct solution, and she is not satisfied until she can express clearly why she has to take off an extra stick to add at the end. Conclusions A summary of the analysis shows that initial, but unsatisfactory, strategies were similar in all groups. These were: using number facts, drawing squares, or writing an equation. In the process of drawing systematically, in combination with gestures and/or counting in 3’s, the pattern was perceived, but not readily verbalised. In each group there was a turning point initiated by a call for justification of their first effort. This call for justification came from the teacher or from students themselves. In groups Alpha and Beta the teacher played a role of changing the pattern of participation slightly, thus giving new ideas opportunity to surface. In group Alpha the students finished when the teacher no longer asked for a justification, and therefore the problem was not fully solved on the symbolisation level, whereas group Beta were asked to justify also the order of operation and the reason for subtracting 1. Undoubtedly, a massive exposure to similar additive pattern tasks would probably result in better average achievement, but it might not make students better equipped to solve slightly different problems. These findings suggest that students would benefit from engaging in problem solving where the justification of a solution becomes an essential part of the process. In addition to Polya’s four stages of problem From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 113 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 solving (Polya, 1990/1945), a fifth stage of justification and argumentation could be added. The teacher’s role in small group problem solving activities is not so much to guide students in a step-by-step procedure, or to evaluate their solutions, but rather to ask them a) to justify what they are doing, b) to create opportunities for new ideas to come forward and c) to expect valid mathematical argumentation. Acknowledgements This article is a result of research funded by the Joint Committee for Nordic Research Councils for the Humanities and the Social Sciences (NOS-HS). The author is a member of LinCS, a national centre of excellence for research on Learning, Interaction and Mediated Communication funded by the Swedish Research Council. References Cai, J., and E. Knuth. eds.. 2011. Early algebraization. A global dialogue from multiple perspectives. Berlin: Springer. Haglund, K., R. Hedrén and E. Taflin. 2010. Rika matematiska problem. Stockholm: Liber. Kilhamn, C. and A-S. Röj-Lindberg. (in press). Seeking hidden dimensions of algebra teaching through video analysis. In Nordic research in mathematics education, past, present and future. ed. B. Grevholm. Oslo: Cappelen Damm. Lee, L. 1996. An initiation into algebraic culture through geberalization activities. In Approaches to algebra: Perspectives for research and teaching. eds. N. Bednarz, C. Kieran and L. Lee. 87-106. Dortrecht: Kluwer Academic Publishers. Mason, J. 1996. Expressing generality and the roots of algebra. In Approaches to algebra. Perspectives for research and teaching. eds N. Bednarz, C. Kieran and L. Lee. 65-86. Dortrecht: Kluwer Academic Publishers. Polya, G. 1990/1945. How to solve it. London: the Penguin Group. Radford, L. 2001. The historical origins of algebraic thinking. In Perspectives on school algebra. eds R. Sutherland, T. Rojano, A. Bell and R. Lins. 13-36. Dortrechs, The Netherlands: Kluwer academic press. Radford, L. 2012. On the development of early algebraic thinking. PNA, 6: 117-133. Skolverket. 2008. TIMSS 2007 Svenska grundskoleelevers kunskaper i matematik och naturvetenskap i ett internationellt perspektiv. Rapport 323. Stockholm: Skolverket. Skolverket. 2011. Curriculum for the compulsory school, preschool class and the leisure-time centre 2011. Stockholm: Skolverket. Staples, M., J. Bartlo and E. Thanheiser. 2012. Justification as a teaching and learning practice: its (potential) multifacted role in middle grades mathematics classrooms. Mathematical behaviour, 31(4): 447-462. Wyndhamn, J., E. Riesbeck and J. Schoultz. 2000. Problemlösning som metafor och praktik.. Linköping: Linköpings Universitet. Zimmermann, B. 2001. On some issues on mathematical problem solving from a European perspective. In Problem solving around the world. Proceedings of the topic study group 11 at ICME-9 in Japan 2000. ed E. Pehkonen. Turku: University of Turku. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 114 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Social inequalities, meta-awareness and literacy in mathematics education Bodil Kleve Oslo and Akershus University College of Applied sciences In this paper I take as a starting point social inequalities and pupils’ different learning possibilities as a result of their social background, and consider mathematics on three levels: The level of Discourse, which primarily encompasses cultural relations and communities of meanings in school; the level of genre which concerns recognizable common cultural texts and the frames of reference which support their understanding, and finally, the level of paradigmatic and syntagmatic modes of thought which are necessary for learning within mathematics. My argument is that in order to decrease the school’s reinforcement of social inequalities, teaching should be based on meta-awareness rather than acquisition through pupils’ activities. Keywords: mathematical discourse; genre; modes of thought. Introduction In 2006 a new curriculum reform, The Knowledge Promotion (LK06) was introduced in Norway. The overall goal for this new curriculum was to raise the knowledge level for all pupils in school and to change the school so that the impact of family background on pupils’ school results should be less. In Norway, education is a democratic right and social background should no longer be a reason for lack of education. Yet, despite the democratization which has taken place, social inequalities are increasing within the Norwegian educational system, as in many parts of the world: educated parents foster educated children (Bakken 2004; Bourdieu 1995; Zevenbergen 2001). In taking the increasing social inequalities as a starting point I suggest that a higher meta-awareness of both language and modes of thought will increase all pupils’ possibilities for learning. The focus will be on pupils who are characterized as previously low attaining in the school discourse. My argument is based on Bruner (1986) and on other theorists who have developed his theories further. One of Bruner’s main arguments is that we learn through the use of language and being aware of the learning situation. The challenges will be addressed by taking a literacy perspective which recognizes that mathematics as a school subject draws on a range of discourses. Olson (1994) emphasizes that school subjects belong to different textual communities, and to master a school subject is to develop the ability to manipulate different texts: To be literate it is not enough to know the words; one must learn how to participate in the discourse of some textual community. And that implies knowing which texts are important, how they are to be read and interpreted, and how they are to be applied in talk and action. (273) Gee (2003) emphasizes the difference between acquisition and learning, reminding us that what many pupils already have acquired before they start school, others have to actively learn. This is a problem which has been neglected in many pedagogical reforms. Teaching which is mainly based on acquisition through pupils’ From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 115 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 activities and not on meta-linguistic awareness will reinforce the differences which are already there. Thus school can be looked upon as a reinforcement of social inequalities. Meta-linguistic awareness and literacy competence characterize the “winners” in the Norwegian school (Bakken 2004), as in other countries. Many ‘weak’ pupils find it difficult to distinguish everyday language and school language and these pupils will also have difficulties in mathematics in their meeting with the new and strange in the subject (Zevenbergen 2001). The main purpose of this paper is to discuss pupils’ learning possibilities in mathematics from a literacy perspective. The argumentation will take place on three theoretical levels: I explore mathematics on the level of discourse, then I turn to the level of genre, and thirdly I examine the implications of Bruner’s (1986) concept of ‘modes of thought’ in terms of ways of thinking and reasoning in the subject. First, however, I start by discussing the impact of social inequalities for pupils’ learning, and the role of their prior understanding about ‘the meaning’ of typical classroom activities, that is, of playing the school game (Olson 2003). Literacy and primary and secondary discourses Pupils start school with different prior understandings about its activities and goals. They have different experiences with books, literature and calculation, and different affinities in relation to letters and numbers. These prior understandings, which encompass experiences, language, habits, affinities and feelings, constitute what Gee (2003) calls their “primary Discourse”. The primary Discourse is a ‘value Discourse’ and is part of different networks of meanings. It may, or may not, support school activities. Some pupils feel comfortable at school because of a match with their primary Discourse, while for others school may be more or less foreign. This is a challenge in a learning context. School is more or less about constant meetings with new and different thinking and texts, what Gee calls “secondary Discourses”. Ideally, the purpose of schooling is to encourage openness to unfamiliar and new secondary Discourses. Zevenbergen (2001) focuses on the potential difficulties pupils will meet in mathematics classrooms. Like Gee, she emphasizes that pupils enter school and mathematics classrooms with different social backgrounds and correspondingly different language backgrounds. Drawing on Bourdieu, she argues that some pupils are “predisposed” (47) to learn mathematics, not because of innate abilities but rather because of their family habitus. These pupils are better equipped to cope with the mathematical culture and to “position themselves more favorably in the eyes of their teachers” (47). For others the opposite will happen, and success will be more elusive. This initial habitus is also recognizable in Norwegian classrooms (Penne 2006). In this paper, sociocultural differences in mathematics classrooms in Norway are recognised. According to Gee (2003), literacy for pupils is a question of mastering secondary Discourses. Pupils meet them in school and in mathematics. A precondition is meta-awareness in the learning process incorporating contextual understanding and interpretation. Discourses, genres and modes of thought- three levels in the teaching/learning process In order to discuss the challenges sociocultural differences play for mathematics teaching and learning, I consider mathematics on three levels: The level of Discourse, From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 116 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 which primarily encompasses cultural relations and communities of meanings in school; the level of genre which concerns recognizable common cultural texts and the frames of reference which support their understanding, and finally, the level of paradigmatic and syntagmatic modes of thought (Bruner, 1986) which are necessary for learning within mathematics. Developed by Olson as “modes of apprehension” in the school context, these are “the frames of reference in terms of which children and adults formulate their experience, the major modes in which they define the discourses or disciplines that are the concern of schooling” (2003, 156). Thus one learns to reason or think as a mathematician. The level of discourse A Discourse is a kind of ‘community of meaning’, of ways of thinking to understand the world or a part of the world. Discourse gives meaning, a feeling of inclusion and identity, for example in the profession of teaching. Within a Discourse, some frames may be obvious while others are in motion, formulated by Gee (2001) as follows: We can think of Discourses as identity kits. It's almost as if you get a tool kit full of specific devices (i.e. ways with words, deeds, thoughts, values, actions, interactions, objects, tools, and technologies) in terms of which you can enact specific activities associated with that identity. (720) Mathematics teachers are located within a Discourse or “identity kit” as is the textbook in the subject. To mathematics teachers the Discourse is creating an implicit world of knowledge or experience. However, from some pupils’ point of view, what is obvious to teachers may not be certain. Some have a background providing them with access towards unfamiliar Discourses or secondary Discourses, but others will not recognize these without support from the teacher. Thus Solomon (2009) emphasizes the teacher’s role in supporting mathematical literacy, and I agree that this can only be facilitated through intervention from the teacher which makes rules, language and nature of arguments in the subject more explicit. The only way pupils can become party to what is frequently implicit knowledge is through awareness of mathematics as a secondary Discourse. According to Dowling (2001) formal mathematics is often projected onto a practical task for the less able pupils, for example shopping, in the public domain. As Walkerdine (1988) pointed out, the use of numbers in shopping is not the same as studying number relationships in mathematics in the esoteric domain. Thus mathematics presented in an everyday discourse may be embedded in practical tasks and ‘less able’ pupils will not gain the desired access to the subject. As a result pupils’ predispositions for mathematics, or lack of such, will be reinforced at school. Similarly, Kleve (2007) reported that perceived low-attaining pupils were taught mathematics differently from high-attaining pupils in Norway. Low-attaining pupils were confronted with more rote learning and focus on methods and procedures, in comparison with pupils who were perceived to be more able. Furthermore the lowattaining pupils were not challenged in the same way to make connections between different areas of mathematics. The genre level and pupils’ prior understanding Although there is much discussion in the literature about the relationship between discourse and genre, I will adhere to Hyland’s (2003) definition of genre as follows: From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 117 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Genre refers to abstract, socially recognised ways of using language. It is based on the assumptions that the features of a similar group of texts depend on the social context of their creation and use, and that those features can be described in a way that relates a text to others like it and to the choices and constraints acting on text producers. Genres, then, are the effects of the action of individual social agents acting both within the bounds of their history and the constraints of particular contexts, and with a knowledge of existing generic types. (21) Although a variety of genres are expressed in our curriculum, and teachers themselves draw on these genres, research suggests that genres are rarely made clear for pupils, who may lack the same control of genre. The challenge for teachers is to be explicit about their use of genres and teach genres explicitly. Successful pupils come to school with sufficient pre-understanding. Less successful pupils need the teacher’s assistance to understand the implicit rules of genre in the subject (Solomon 2009). For Hyland (2003), an approach which is sensitive to genre offers … the most effective means for learners to both access and critique cultural and linguistic resources … The provision of a rhetorical understanding of texts and a metalanguage to analyze them allows students to see texts as artifacts that can be explicitly questioned, compared, and deconstructed, so revealing the assumptions and ideologies that underlie them. (125) Prior understanding opens up the text’s meaning as linked to a cultural community of meaning. It is the same issue in mathematics. Solomon (2009) emphasizes the importance of awareness of genre in all subjects, also in mathematics. Despite not being evident in mathematics classrooms, a wide range of genres are being used. Graphs, for example are means of communicating information and express meaning. Also mathematical definitions, proofs, equations, algorithms and statistical tables are considered as expressions of genre. In the mathematical part of the curriculum in Norway (Kunnskapsdepartementet 2006) these are integrated as competence aims, which encompass a variety of genres in line with the description presented by Marks and Mousley (1990): In solving problems, writing reports, explaining theorems and carrying out other mathematical tasks, we use a variety of genres...Events are recounted (narrative genre), methods described (procedural genre), the nature of individual things and classes of things explicated (description and report genres), judgments outlined (explanatory genre), and arguments developed (expository genre). (119) Genres may be discursively expressed, but they will always be more than this. On one hand they represent different textual traditions. On the other hand genres are part of successful pupils’ prior understanding; they are frames for understanding, necessary for academic development and may be used as interpretive lenses (Bruner 1986; Feldman and Kalmar 1996). Many pupils need a specific prior understanding to decode the genre signs necessary for a relevant interpretation of the text (CochranSmith 1994). The research reviewed here demonstrates the importance for pupils to gain awareness of mathematics discourse as well as learning about genre in the subject. Discourse and genres make mathematics what it is. Awareness of different modes of thought in mathematics As a last point, awareness of different modes of thought as a prerequisite for learning is discussed. Suggesting that it is necessary, but not sufficient, to work on the level of discourse and genre, and building on Bruner’s (1986) distinction between From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 118 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 paradigmatic and syntagmatic modes of thought, I argue that working with mathematics requires both modes of thought, or ‘modes of apprehension’. For Bruner, the paradigmatic mode of thought is linked to a scientific way of thinking that requires arguments based on decontextualized generalizations and explanations (as in the case of mathematics). It requires the acknowledgement of an unchangeable, permanent, abstract system. The syntagmatic mode of thought is primarily narrative and requires hermeneutical ways of reasoning, and as such contextualized interpretations. Bruner (1986) writes: Let me begin by setting out my argument as baldly as possible, better to examine its basis and its consequences. It is this. There are two modes of cognitive functioning, two modes of thought, each providing distinct ways of ordering experience, of constructing reality. The two (though complementary) are irreducible to one another. Efforts to reduce one mode to the other or to ignore one at the expense of the other inevitably fail to capture the rich diversity of thought. (11) The syntagmatic mode communicates an ‘experienced’ world, and is more or less subjectively based and therefore cannot communicate absolute truth but, rather, verisimilitude. We therefore have to interpret within contexts, within which parts can be explained in the light of wholes and vice versa. In communicating and thinking in the syntagmatic mode, the narrative structure is the most pervasive cognitive schema (Bruner 1986). For Bruner it is unrealistic to suppose that the two modes can be separated and that we can choose the one over the other. Although, as Mason and Johnston-Wilder (2004) point out, people deal with generalizations and abstractions all the time, in mathematics generalizations are expressed in a succinct notation from which further conclusions, particular or general, may be drawn: “Mathematics deals with relationships per se, and so context is of the least importance; hence the prevalence of abstractions in mathematics” (132, my emphasis). Oatley (1996) refers to Bruner’s ‘two modes of thought’ claiming that objects expressed in the narrative or syntagmatic mode slips easier into the mind whereas the mind is more resistant to objects expressed in the paradigmatic mode. He refers to how Newton’s third law can be explained either narratively (syntagmatic) or with a mathematical equation (paradigmatic mode of thought). He thus emphasizes the need for both modes of thought in physics. Meta-awareness in the learning process, why is it so important? In this paper I have argued for meta-awareness for all pupils. The starting point was social inequalities and pupils’ different learning possibilities as a result of their social background, which forms their primary Discourse. Meta-awareness and literacy competence characterize the winners in school. However, meta-awareness should not be reserved for those whose social background, or ‘value Discourse’ supports school activities. To decrease the school’s reinforcement of social inequalities, teaching should be based on meta-awareness rather than acquisition through pupils’ activities. My argument has been on three levels; discourse, genre and modes of thought. On the level of Discourse, I have argued that the only way pupils can become party to implicit knowledge is through awareness of mathematics as a secondary discourse. The teacher plays a crucial role in this work. Also, it is important that the ‘less able’ pupils not only should be presented mathematics in an everyday discourse, because then they will not gain the desired access to the subject. On the level of genre, it is important for the teachers to be explicit about genres and to help pupils establish sufficient pre-understanding. Finally, the argument has been that both modes of From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 119 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 thought, paradigmatic and syntagmatic are necessary for all pupils in the mathematics learning process. References Bakken, A. 2004. Økt sosial ulikhet i skolen? Tidsskrift for Ungdomsforskning, 4: 8391. Bourdieu, P. 1995. Distinksjonen. Oslo: Pax forlag. Bruner, J. 1986. Actual minds, Possible words. Cambridge, London: Harvard University Press. Cochran-Smith, M. 1994. The making of a reader. New Jersey: Ablex Publishing. Dowling, P. 2001. Reading mathematics texts. In Issues in mathematics teaching, ed. P. Gates, 180-196. London: RoutledgeFalmer. Feldman, C. F., and D. A. Kalmar. 1996. “Autobiography and fiction as modes of thought.” In Modes of thought: Explorations in culture and cognition, eds. D. R. Olson and N. Torrance. Cambridge: Cambridge University Press. Gee, J.P. 2001. Reading as situated language: A sociocognitive perspective. Journal of Adolescent & Adult Literacy no. 44 (8):714-725. Gee, J. P. 2003. Social linguistics and literacies. Ideology in Discourse. New York: Routledge Falmer. Hyland, K. 2003. Genre-based pedagogies: A social response to process. Journal of Second Language Writing no. 12 (1):17-29. Kleve, B. 2007. Mathematics teachers' interpretation of the curriculum reform, L97, in Norway, Faculty of Mathematics and Science, Doctoral Thesis, Høgskolen i Agder, nr 5, Kristiansand. Kunnskapsdepartementet. 2006. Læreplanverket for kunnskapsløftet: Midlertidig utgave. Oslo: Utdanningsdirektoratet. Marks, G., and Mousley, J. 1990. Mathematics education and genre: Dare we make the process writing mistake again? Language and Education no. 4 (2):117135. Mason, J. and S. Johnston-Wilder. 2004. Fundamental constructs in mathematics education. London: RoutledgeFalmer. Oatley, K. 1996. Inference in narrative and science. In Modes of thought: Explorations in culture and science, eds. D. R. Olson and N. Torrance, 123142. Cambridge: Cambridge University Press. Olson, D. R. 1994. The world on paper: The conceptual and cognitive implications of reading and writing. Cambridge: Cambridge University Press. Penne, S. 2006. Profesjonsfaget norsk i endringstid. Å konstruere mening, selvforståelse og identitet gjennom språk og tekster. (Dr. polit), Dr. polit avhandling, UV-fakultetet, Universitetet i Oslo, nr 63. Solomon,Y. 2009. Mathematical literacy. Developing identities of inclusion. London and New York: Routledge. Walkerdine, V. 1988. The Mastery of reason, cognitive development and the production of rationality. London: Routledge. Zevenbergen, R. 2001. Language, social class and underachievement in school mathematics. In Issues in mathematics teaching, ed. P. Gates, 38-50. London: RoutledgeFalmer. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 120 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Stimulating an increase in the uptake of Further Mathematics through a multifaceted approach : Evaluation of the Further Mathematics Support Programme. Stephen Lee and Jeff Searle Mathematics in Education and Industry and Durham University Over recent years there has been a marked increase in the number of students studying A-level Further Mathematics in England. In 2012 12,688 students sat the qualification, with the numbers having more than doubled from 5,627 in 2005 (Joint Council for Qualifications figures). The increase has been evident despite the common perception that Further Mathematics is a difficult subject. The work of Mathematics in Education and Industry’s (MEI) governmentfunded Further Mathematics Support Programme (FMSP) has been highly influential in stimulating this increase through not only enabling all students who wish to study Further Mathematics to have access to tuition, but also through supporting teachers and students in schools and colleges in a variety of ways. An external evaluation of the FMSP has been undertaken by the Centre for Evaluation and Monitoring at Durham University. This paper reports on aspects of the evaluation and how these relate to the multifaceted approach taken by the FMSP to increase participation in Further Mathematics, including: innovative tuition models, enrichment events, extensive provision for teachers to undertake professional development and also an insight into direct attempts by the FMSP to engage with schools and colleges who have not traditionally offered the subject. Keywords: Further Mathematics, evaluation, tuition, continued professional development. Introduction This paper assumes some familiarity with the UK education system. In brief, most 16 year old students sit formal examinations in subjects including mathematics, known as GCSE or level 2 qualifications. At this stage, academic-pathway students choose to specialise in three or four subjects. Those who wish to continue their study of mathematics to level 3 (advanced level) take A-level Mathematics and in addition they can take A-level Further Mathematics. Both advanced courses in mathematics are available at advanced subsidiary (AS) level, usually a one year course, or the full A-level (A2) which is usually a two year course. Many students choose to take the full A-level in mathematics and the AS-level in Further Mathematics, Those who study A-level Further Mathematics are exposed to additional and new material beyond that found in A-level Mathematics. Several topics met in A-level Mathematics are developed further such as integration and differentiation, but some completely new topics are studied in A-level Further Mathematics, such as complex From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 121 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 numbers and matrices. The study of applications of mathematics in mechanics, statistics and decision mathematics met in A-level Mathematics can also be extended in Further Mathematics, as well as the topics in pure mathematics. Background to the FMSP The services currently offered by the FMSP to students and teachers have evolved over time. Input from external evaluations has played a part in this evolutionary path. What has now become the FMSP started from a suggestion by a practising teacher prior to the year 2000 who was worried about the decline of Further Mathematics. He suggested that MEI should determine if anything could be done to stem the decline. Subsequently, MEI responded by initiating a pilot project having successfully obtained funding from the Gatsby Charitable Foundation. Details of the pilot project entitled ‘Enabling Access to Further Mathematics’, including how it was structured, can be seen in Stripp (2002). The pilot project was deemed to be a success and was highlighted in the report Making Mathematics Count by Professor Adrian Smith on post-14 mathematics (2004). Searle (2010, 2008) gave some discussion of the concerns expressed around 2000 by academics in mathematics and other STEM subjects as to the lack of readiness of terms of knowledge and fluency in mathematics seen in applicants to degree level courses. Subsequently, in 2004, MEI received funding from the Department for Education and Skills to enable their pilot to be rolled out nationwide in England, with the project becoming known as the Further Mathematics Network (FMN). The basic structure of the FMN was locally based management teams supported and directed by a national central team. The activities of the locally based management teams led to increasing engagement with many schools and colleges and their students and teachers, and the number of students taking Further Mathematics began to grow again. The number of students who took the full A-level in Further Mathematics increased during the lifetime of the FMN from about 5000 to over 9000(Stripp 2007; Searle 2008). In 2009 a new contract was awarded for a national Further Mathematics Support Programme (FMSP), which was based on the FMN. MEI won the competitive tender to manage the project centrally (Stripp 2010). As well as the central team of MEI staff, in 2012, the locally based management of the FMSP is through 30 Area Coordinators, who are employed by schools and universities and Local Authorities. The Area Coordinators are now the primary facilitators of day-today engagement with schools and colleges and their students and teachers. FMSP’s multi-faceted approach to increasing the uptake of Further Mathematics The primary goal of the FMSP is to give every student who can benefit from studying Further Mathematics the opportunity to do so. In order to achieve this, a multi-faceted approach has been developed. This approach involves a number of strands of activity, including: Innovative tuition models in Further Mathematics Enrichment events which aim to inspire students A range of opportunities for teachers to undertake professional development From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 122 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Direct attempts to engage with schools and colleges who have not traditionally offered the subject Student tuition A vital aspect of the national FMSP is its flexibility to meet the particular needs of students and teachers at a local level. For example student tuition by the FMSP is provided in a number of ways, including: Face-to-face tuition (very small classes and/or involving school consortia) Live Online Tuition (LOT) A mixture of the two – Live Interactive Lectures for FM (LIL FM) To support students preparing for examinations in both A-level Mathematics and Further Mathematics the FMSP offers a revision programme that is also flexible in that it involves online revision events and/or face-to-face events. Student participation in the recent live online events was quite large. Thousands of students, along with a number of teachers, accessed the sessions. The live sessions are recorded and many more thousands of students and teachers viewed the recordings when they were made available after a live session had ended. Enrichment The FMSP also offers enrichment events. These events aim to inspire students in mathematics both at Key Stage 4 when they are studying for GCSE and also whilst they are studying at advanced level. There are a number of enrichment opportunities offered by the FMSP: Year 10 Team Mathematics Challenge (for students aged 14/15). There are over 50 regional events, involving over 1000 schools and over 4000 students. Senior Team Mathematics Challenge in collaboration with the United Kingdom Mathematics Trust (for students aged 16/17). There are over 50 regional events, involving over 1000 schools and colleges and over 4000 students. There is also a national final. In 2012/13 60 enrichment events for Key Stage 4 students (aged 15/16) are taking place. These events enable students to meet new ideas in mathematics and its applications, as well as being given challenging problems to solve. Other one day events for various age groups including themes such as ‘Maths Works’ and ‘Taking Maths Further’. Professional development The FMSP has developed a variety of opportunities for teachers to undertake professional development in the teaching of advanced mathematics. These opportunities include: Face-to-face events Live Online Professional Development (LOPD) courses Extended 15 month professional development courses (Teaching Further Mathematics (TFM) Teaching Advanced Mathematics (TAM)) From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 123 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Many teachers take up these opportunities; during the academic year 2011-12 there were over 1000 teacher days of participation in professional development offered by the FMSP. Direct engagement As might be expected with any national project there are a number of schools and colleges who, for whatever reason, don’t engage with it. The FMSP has made direct attempts to engage with schools and colleges who have not traditionally offered Further Mathematics, some of which have led to the school or college now offering Further Mathematics. Specific events like the Access to Further Mathematics conferences for senior school leaders and teachers have acted to inform and advise those unsure of the benefits, to them and their students, of having Further Mathematics in their post 16 curriculum offer. These events too have resulted in some schools and colleges now offering Further Mathematics. Evaluating the FMSP The Centre for Evaluation and Monitoring (CEM) at Durham University has conducted external and extensive evaluation of the FMSP since its inception in 2009, and of the FMN before then. To date, there have been three reports on the FMN (two interim and one final) and three reports on the FMSP (one interim and two end of Phase reports, see: www.furthermaths.org.uk/fmnetwork_impact.php). A comprehensive review of many of the activities of the FMSP highlighted in the previous section has been included in these evaluation reports. A large numbers of interviews and surveys were conducted; teachers, students, event participants, stakeholders and Area Coordinators were all involved. The evaluators also observed a range of events first hand. As well as receiving direct feedback on the activities of the FMSP as above, the evaluators at CEM also reviewed student take up and achievement data year-onyear in AS and A-level Mathematics and Further Mathematics. Data on the 2009 and 2012 entries can be seen in Table 1. The percentage change in entries between the two years is also displayed, as is a comparison between 2005 and 2012, which is the lifetime to date of MEI’s Further Mathematics project. Table 1 AS/A-level Mathematics and Further Mathematics certifications in 2009 and 2012 (Source: Joint Council for Qualifications) 2009 2012 12688 2009-2012 percentage change 26% 2005-2012 percentage change 125% A-level Further Mathematics AS-level Further Mathematics 10073 12710 20370 60% 324% A-level Mathematics AS-level 66552 78951 19% 64% 95408 139585 46% 46% From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 124 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Mathematics The complete evaluation can be seen on the FMSP website ( www.furthermaths.org.uk/fmnetwork_impact.php). Included within the evaluation reports was a summary that stated: The FMSP is an effective and successful organisation, evidenced by the growth in student numbers and the positive feedback from teachers when interviewed from the perspective of a range of activities. Searle (2012, 31) It went on to say: The work of the FMSP is highly valued by students, teachers and more generally by stakeholders, and this work should continue. Searle (2012, 31) In summary A brief overview of the strategies employed by the FMSP to enable any student who could benefit from studying Further Mathematics to do so has been provided. Support for students and teachers has been at the heart of the success of the FMSP. Student support includes tutoring, enriching, and inspiring students in mathematics. Teacher support includes professional development, advice, guidance and information in developing Further Mathematics in their school or college. It is predominantly the actions and enthusiasm of the Area Coordinators to meet needs and demands in their local area that has now enabled many more students to study Further Mathematics and teachers to teach Further Mathematics in a way that engages and motivates students. References Searle, J. 2008. Evaluation of the Further Mathematics Network. In Improving Educational Outcomes Conference, Durham University. Searle, J. 2010. Investigating the impact of the Further Mathematics Network. Proceedings of the British Society for Research into Learning Mathematics, 30 (1): 207-214. Searle, J. 2012. Evaluation of the Further Mathematics Support Programme 20092012 - Summary Report: August 2012 www.furthermaths.org.uk/fmnetwork_impact.php Smith, A. 2004. Making Mathematics Count: The report of Professor Adrian Smith’s Inquiry into post-14 mathematics education. London: DfES. Stripp, C. 2002. Enabling access to Further Mathematics. MSOR Connections, 2 (4): 19-22. Stripp, C. 2007. The Further Mathematics Network. MSOR Connections, 7 (2): 31-35. Stripp, C. 2010. The end of the Further Mathematics Network and the start of the new Further Mathematics Support Programme. MSOR Connections, 10 (2): 35-40. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 125 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Exchange as a (the?) core idea in school mathematics John Mason University of Oxford and Open University I propose that exchange is a core idea underlying much of school mathematics. Alerted by young children struggling with the difference between coins as objects and coins as having value, I began to explore the action of exchanging one thing for another. If exchange is augmented to include substitution then it shows up everywhere, from counting to algebra, from money to currency, from ratio to algorithms and Turing machines. Introduction The phenomenon of interest is children in years 2, 3 and 4 who when shown some play-coins and asked “how much is there?” respond by counting the number of objects rather than adding their total value. Primary teachers have been quick to tell me that young children do not get to use coins in the way they themselves did when young, because of credit cards etc.. Nevertheless there is an important awareness which underpins not only mathematics but ordinary life, in which things have value(s) and sometimes you are expected to attend to the quantity and sometimes to the value. I began the session therefore with the observation that prior to the act of counting, which requires coordinating the physical action of pointing with the verbal act of reciting a memorised cultural poem, there is the physical action of exchanging one thing for another, repeatedly. Thus Task 0: I have a pile of red counters (all the same size) and you have yellow counters. Exchange each of my red counters for a yellow counter until all the reds are gone. What mathematical action is involved? At the heart of this action is the awareness of one-to-one relationship. Here I am using awareness in the sense of Gattegno (1987; see also Young and Messum 2011) to mean ‘that which enables action’. However, the action of exchange depends on discerning and distinguishing both the entity-ness of individual counters, the colours of the counters, and distinguishing the red counters from each other without being concerned about minor imperfections in the colouring or the shape. It also requires some fine motor control, and sufficiently focused attention to complete all the exchanges, repeating the exchange action over and over. Finally, there is an expectation that repetition of the act of exchange is not simply a repeated physical act, but is accompanied by some sort of growing sense of the act of exchanging ‘one thing for another’. In this and the following tasks my question is about the mathematical action, but this question is for the teacher not the child! Tasks involving such an exchange can be set in many different contexts, changing the red counters to other objects. Also there can be a practice of lining up the reds and the yellows as the exchange takes place. Someone commented that the language of this task might be demanding for young children; however here I am concerned with the mathematical awarenesses. I leave to primary experts how to From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 126 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 phrase such tasks. I am confident that children will quickly learn what exchange means through being immersed in such tasks. At some point these exchanges become related to the act of counting (uttering items from the verbal ‘poem’ consisting of number names) so that cardinality becomes available as a focus of attention in exchange tasks. Task 1: I have a pile of red counters. I exchange each of them for 3 yellow counters. What mathematical action is involved? The underlying awareness is what we (later) call multiplication. As Dave Hewitt observed, if you attend to the exchange, you experience scaling (one to three); if you attend to the growing pile of yellows you experience repeated addition. These are two vital aspects of multiplication, but scaling gets overlooked when children are led to believe that ‘multiplication is repeated addition’ rather than that ‘repeated addition is one form of multiplication’. Note that engaging in one or two similar exchanges is preliminary to but not the same as internalising a deep sense of exchange, and different again from becoming consciously aware of the generality that is being instantiated: any number of red counters, exchanging them for some specified number of yellow counters. So far so good. Task 2: I have a pile of red counters. I exchange 5 reds for 1 yellow and do this until I can make no more exchanges. What mathematical action is involved? With some encouragement people responded with terms such as ratio, division and division with remainder. At some point in this sequence one could invite children to exchange, say 5 small red counters for 1 large red counter. The notion of ‘value’ arises from context (a large red is ‘worth’ 5 small counters) as a subsidiary but important awareness. Note however that the relative sizes of coins do not indicate their relative value. Thus it is vital when attending to size to vary whether the larger counter is worth more or less. This can be augmented by having large objects worth the same or less than smaller objects when engaging in play-shops and other exchange activities. The task can be augmented by inviting children to explore what numbers of red counters, once exchanged, end up with only yellow counters, or with exactly 1 yellow counter. Now things get a bit tricky. Task 3: I have a pile of red counters. I exchange 5 reds for 2 yellows and do this until I can do no more exchanges. What mathematical action is involved? Different ways of attending to the action might lead to different awarenesses. For example, there is a doubling and a dividing by 5. If there is a remainder then the left over reds are ‘worth’ 2/5ths of a yellow, so perhaps what is going on is multiplication by 2/5, or multiplying by 2 and dividing by 5. However: Task 4: I have a pile of red counters. I exchange 1 red for 2 browns, and 5 browns for 1 yellow. What mathematical action is involved? I have a pile of red counters. I exchange 5 reds for 1 green, and 1 green for 2 yellows. What mathematical action is involved? Essentially, the result can sometimes depend on order: if you double first and then divide by 5 you may have some brown left over; if you divide by 5 first you may have some red counters left that cannot be exchanged. For example, starting with 18 reds, From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 127 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 the first exchange rules end up with 7 yellows and 1 brown, while the second exchange ends up with 6 yellows and 3 reds. How are these to be reconciled? It depends on having absorbed the notion and language of value, so that seeing each red as worth 2 browns, 3 reds are worth 6 browns which is ‘the same as’ 1 extra yellow and 1 red remaining. Thus the exchanges can be reconciled, but, I suspect, only after having encountered and developed some fluency with the language of ‘value’. This in turn can be supported by being immersed in many simpler exchanges in many different contexts over a considerable period of time. Helen Williams (workshop at ATM Easter 2012) has videotape of children engaged in a variety of exchange tasks in different contexts, ending up with an auction in which it seems that at least some of the children haven’t really grasped what bidding is about! It is worth noting that Valerie Walkerdine (1988) challenged the practice of using unrealistic values for pretend objects when trying to get children to work with tasks. I then went on to provide evidence that exchange, often in the form of substitution, pervades school mathematics. A slight difference between these notions is that for some people exchanges are reversible, while substitutions may not be. Barter and Exchange Barter has taken place long before and well after the introduction of money. For example, there are amazingly complete records of exchanges in the town of Prato (now a part of Florence) over two hundred years (Marshall 1999, 72-73). Here are three instances: Task 5 : I will exchange 3 of my sheep for 5 of your geese; I know I can exchange 7 geese for a colt … As a baker I will exchange 12 loaves of bread for use of your horse for a day As more and more people became merchants, it was necessary to educate sons into the mechanics of barter. The renaissance painter Piero de la Francesca (1412-1492) was asked by his patron to write a book for young men to learn arithmetic and in it there are tasks such as Task 6: Two men want to barter. One has cloth, the other wool. The piece of cloth is worth 15 ducats. He puts it up for barter at 20 and 1/3 in ready money. A cento of wool is worth 7 ducats. What price for barter so that neither is cheated? I had to be helped to see that what it means is that the barter price is 20 but that 1/3 must be in cash (this at a time when coins were scarce). The solution provided involves dividing 56 by 5: Treat the 1/3 ready money as 1/3 of 20, that is 20/3. Reduce both the original and the barter prices by the amount of ready money: 15 – 20/3 and 20 – 20/3, namely 25/3 and 40/3. The ratio of these gives the ‘inflation’ proportion required, namely 40/25 = 8/5 (and involves a division by 25/3). Then the wool merchant should barter at 7 x 8/5 = 56/5 ducats, and this agrees with the answer given by Francesca. Adolescents sometimes like collecting ‘cards’ showing football players or the like, and they engage in swaps such as “You can have any three from this pile in exchange for … (two specific cards)”. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 128 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Functions Whenever there is an input-output relationship there is a form of exchange, or at least substitution going on: I exchange an x for the value associated with x. This applies (without any formal language using x or f) to look-up tables such as timetables, vending machines and so on. Often the exchange is one way: it cannot be reversed, or cannot be reversed uniquely. It is well known that the awareness which underpins functions and the language of f(x) for functions remains mysterious for many students. Graphs of functions are literally the coordination of input with output, which can be ‘seen’ as a form of exchange. Attention directed to functions, as elsewhere in algebra, often focuses on the mechanics of manipulating symbols. Thus substitution into functions to find the function values presents obstacles to students who have no mental images with which to make sense of the act of substitution; perhaps exchange could provide that enactive foundation. A plausible conjecture might be that with extensive experience of exchange, and having integrated the discourse of exchange into their vocabulary, students might not find the notion of function so abstract. Task 7: If a configuration of n identical hexagons forms a shape with 4n + 2 edges on its perimeter, how many edges will be made by 3n + 2 such hexagons in the corresponding shape? The multiple use of n is an obstacle for many, when all that is signalled is exchanging each n in the formula 4n + 2 with the expression 3n + 2. Imagine the tension for Scandinavian countries in which the pronunciation of the words for ‘one’ and the letter ‘n’ are very hard to distinguish! Patterns and Relationships Task 8: You are shown the first three terms of a sequence of black and white pictures, each generated from the previous by means of the same rule. How many little squares will there be in the nth picture and what will be the proportion of black squares? What might be interesting in this task is to catch yourself looking for and trying to articulate a relationship, which is presumably what people mean by ‘pattern spotting’. If the relationship is ‘the same’ between each successive pair, then there is a property which is being instantiated, and that will serve to generate pictures farther along in the sequence. In the session there was little time so I directed attention to the way in which each picture after the first is used to generate the next picture. Then I showed the second sequence so that participants could rehearse that particular way of looking. The underlying perception is that each square is replaced with a 3 by 3 square, coloured according to a specific and invariant rule. A great deal of ‘pattern spotting’ that is currently used to stimulate pre-algebraic From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 129 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 thinking involves substitution of something for something else, and expressing that relationship as a property. Newton’s Principle Newton formulated an awareness that people develop spontaneously through enaction, even if they do not articulate it the way Newton did: if you have a collection of masses, then you can treat the system as a single mass (the sum of the masses) concentrated at the centre of mass of the system. Statics as a part of mechanics depends on this observation. But there are some slightly counter-intuitive aspects! Task 9: Where is the centre of mass of three equal masses placed at the vertices of a triangle, or four at the vertices of a quadrilateral? Where is the centre of mass of three rods forming the edges of a triangle, or four rods being the edges of a quadrilateral? Where is the centre of mass of a uniform sheet of triangular (quadrilateral) material? It turns out that for a triangle two of these must coincide but the third only coincides for special triangles, while for quadrilaterals, all three are in general slightly different. (Thanks to an ATM workshop led by Jayne Stansfield for reminding me of this.) Number Necklaces I tried to show an animation from the internet (Von Worley 2012) which displays n circles distributed around a circle in such a way as to display all the factors of n. My question was going to be “what can one do with this?” and whether participants saw it as involving substitution in the way that I do. Here are some sample frames: Frames for 9, 14, 20 and 30 Actions Whenever a mathematical investigation proceeds by locating and working with actions that preserve some property in the objects acted upon, there is a form of exchange going on. Any configuration can be replaced by the result of one of the actions. Mathematical attention then focuses on the actions and how they are related. For example, the inverse relation between addition and subtraction is a relation between the actions of ‘adding n’ (for some n) and ‘subtracting n’, and likewise for multiplication and division, exponentials and logarithms, differentiation and integration. Furthermore, the properties of arithmetic (commutativity, associativity, distributivity) that provide the properties for manipulating algebra, are relationships between actions, and can again be seen as a form of exchange. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 130 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Statistics Newton’s principle alerted me to the fact that every ‘statistic’ is a summary of a set of data, and as such it stands for or (re)presents the original data. We exchange the mass of data for statistical information such as the mean, median or mode, but also upon occasion the maximum and the minimum. The Whole of Algorithmic Mathematics My final example involves Markov Sequences related to Post Productions. For example Task 10: Given a sequence of symbols such as $AAAAAAAA$BBBBB$, you are permitted to replace any occurrence of A$B by AA$ and any occurrence of $$ by $. What mathematical action is being enacted by carrying out all possible replacements, over and over? Interpreting $AAAAAAAA$ as a presentation of 8, and similarly for the Bs, the replacement rule effectively calculates the sum of two numbers. Now construct a similar replacement rule that will subtract two numbers. A little thought coupled with appreciation of the previous example leads to the rules A$B is to be replaced by $, and $$ is to be replaced by $. Finding a way to multiply and divide is rather trickier but can be done. Furthermore, the action of any Turing machine can be presented by replacement rules like these, so that exchange lies at the heart of all algorithmic mathematics. Summary As with all mathematical topics, what matters is not the specific exercises or tasks, but provoking students to be aware of the generality being instantiated. Exchange certainly lies at the heart of the awarenesses that underpin counting and basic arithmetic. It seems that in the form of substitution it underpins much of school mathematics. The examples of exchange presented here were meant to illustrate the pervasiveness of exchange in school mathematics, and are certainly not exhaustive. Might it be the case that real appreciation of and familiarity with exchange in the early years could provide the foundation for many more students to find mathematical thinking both attractive and understandable? Yet to be considered is whether geometrical thinking involves exchange in any substantive way. References Gattegno, C. 1987. The Science of Education Part I: theoretical considerations. New York: Educational Solutions. Marshall, R. 1999 The Local Merchants of Prato: small entrepreneurs in the late medieval economy. Baltimore: Johns Hopkins University Press. Von Worley, S. 2012. Dance, Factor, Dance. http://www.datapointed.net, accessed Dec 2012. Walkerdine, V. 1988. The Mastery Of Reason. London: Routledge & Kegan Paul. Young, R. and P. Messum. 2011. How we learn and how we should be taught: An introduction to the work of Caleb Gattegno. London: Duo Flamina. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 131 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Exploring the notion ‘cultural affordance’ with regard to mathematics software John Monaghan and John Mason University of Leeds; University of Oxford and Open University About 10 years ago the Gibsons’ notion of ‘affordance’ was extended to cultural objectives underlying designed computer systems. Chiappini (2012) extends this idea to mathematics software. We critically, but respectfully, review these extensions – does ‘cultural affordance’ add anything new to valuations of software for doing mathematics? Keywords: affordances, constraints, culture, mathematics, software Introduction This paper is an exploration of the construct ‘cultural affordance’ (CA), and whether it adds anything to what we might, as mathematics educators, call ‘rich software (SW) environments’. In the opening sections the first author outlines the genesis and development of the construct ‘affordance’, culminating in a recent extension applied to evaluating a SW system designed for learning/doing algebra. Then each author critically considers these developments of the construct ‘affordance’. The paper ends with an overview and matters/questions for further consideration. The development of the construct ‘affordance’ E and J Gibson developed the constructs ‘affordances’, ‘constraints’ and ‘attunements’ over three decades, from the 1950s. A succinct account is: The affordances of the environment are what it offers the animal, what it provides or furnishes, either for good or ill … It implies the complementarity of the animal and the environment. … If a terrestrial surface is nearly horizontal … nearly flat … and sufficiently extended (relative to the size of the animal) and if its substance is rigid (relative to the weight of the animal), then the surface affords support. (Gibson 1979, 127) Note that the Gibsons’ affordances are very basic things – knives have edges that afford slicing. Norman (1988) equates affordances with perceived affordances, which is not the Gibsons’ view – their affordances exist whether we perceive them or not. Norman (1999) corrects his earlier ‘mistake’ and rants on about the misuse of the term: it is wrong to claim that the design of a graphical object on a screen “affords clicking.” Sure, you can click on the object but you can click anywhere. Yes, the object provides a target and it helps the user to know where to click and maybe even what to expect in return, but those aren’t affordances, those are conventions and feedback (ibid, 40) The construct is widely used in mathematics education; Watson (2007), for example, examines tasks and questions that afford participation in mathematics classrooms. This, to us, is a legitimate application of the construct – it considers what the environment (equipped with social norms) provides the animal (student) with appropriate attunements. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 132 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Turner & Turner (2002) take the construct much further, to what they call ‘ergonomic affordances’ and ‘cultural affordances’ which they introduce as: affordances for embodied action are peculiarly central to effective interaction with people and objects in a technologically mediated environment. In the real world, embodied action recognises the constraints of our physical bodies … embodiment allows us to use a wealth of non-verbal mechanisms and to make assumptions about the perceptual resources and scope for action of other embodied beings (93) A cultural affordance (CA) is a feature or set of features which arises from the making, using or modifying of the artefact and in doing so endowing it with the values of culture from which it arises. Unlike simple affordances or those which arise from embodiment, CAs can only be recognised (in an extreme sense) by a member of the culture which created it. CAs are exploited with the artefact in use and will change if the artefact is put to a different use. (94) It should be noted that the Turners are not mathematics educators. They design and evaluate collaborative virtual environments (CVE). The project behind the theory they develop is important in terms of critical safety-training simulations in maritime and offshore work practices. Ergonomic cultural affordances may be important in safety-training SW, but does this importance extend to the culture of mathematics? Giampaolo Chiappini is a mathematics educator and Chiappini (2012) applies the Turners’ constructs to his software Alnuset designed for high school algebra. He starts by considering ergonomic affordances, e.g. the representation of algebraic variables on the line through sliding points associated to letters that can be dragged along the line with the mouse, and he lists a number of other ergonomic affordances. We agree that sliders in mathematics SW systems can provide an ‘ergonomic affordance’, because they afford interaction between the users’ bodily movement and the system’s graphical/symbolic representation. Chiappini then turns his attention to CAs: The ergonomic affordances of … Alnuset are not sufficient in themselves to allow students to master the meaning, values and principles of the cultural domain which has inspired the creation of these ergonomic affordances … it is only through an activity that features which emerge from .. [Alnuset] … can be transformed into cultural affordances and can assume the values of the culture from which they arise. (138) To address how these meanings and values may be acquired by students he turns to activity theory, focusing on “every human activity can be characterized by contradictions” (138). He adopts Engeström’s notion of the cycle of expansive learning where the evolution of activity goes through a number of phases. The first phase … the assignment of an open problem on an important issue of algebra learning and concerning an obstacle of an epistemological nature. … Typically a conflict emerges in terms of an unexpected representative event as a reaction of the system software to the student action that appears surprising to their consciousness. … In the second phase … students are requested to face tasks that broaden problematic areas of the knowledge in question. … Tasks in this phase are designed in order to exploit the visuo-spatial and deictic ergonomic affordance of the algebraic line to allow students to explore the conditions, causes and explicative mechanisms of conflicts … In the third phase the use of the algebraic line is integrated with the axiomatic algebraic model incorporated into the AlNuSet algebraic manipulator…. In this phase the teacher encourages both the establishment of the algebraic axiomatic model in the student’s practice and the development of meta-cognitive processes From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 133 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 involved in the re-configuration in symbolic terms of the algebraic meanings expressed beforehand in visuo-spatial and deictic terms. In the fourth phase [the teacher fosters] … a full awareness by students of the developed knowledge through the comparison with the memory of their knowledge before the beginning of the cycle. (139) John Monaghan’s reaction Chiappini’s approach (and software, not described here – see his paper) is interesting, as is the evolution of the construct ‘affordance’. Of the two constructs, ‘ergonomic affordance’ appears relatively unproblematic compared to ‘cultural affordance’. But there is something appealing to the construct ‘cultural affordance’ with regard to the culture of mathematics and software used in mathematics learning and teaching. Spreadsheets are amongst the most widely ‘mathematical’ software in schools. Although they were designed for finance, not mathematics instruction, the quasi algebra, B2=2*A2+1, is ‘cell arithmetic’ and can only support the development of some cultural aspects of algebra. Spreadsheets afford ‘filling down’. This ergonomic affordance can be appropriated by mathematics teachers to solve equations by a decimal search. For example, to solve x3=100, we can fill down single digits in one column, fill down corresponding cubes in an adjacent column and see a solution between 4 and 5; we can then fill down between 4 and 5 in steps of 0.1 and see a solution between 4.6 and 4.7, etc. Such an appropriation is a cultural act on the part of the mathematics teacher (for one aspect of mathematics). It may be that the construct ‘cultural affordance’ permits us to hone in on affordances of software system that support (or do not support) aspects of mathematics that we wish to promote. Chiappini brings in activity theory (AT) and Engeström’s version of AT in particular – are these essential? Regarding AT, I think ‘yes and no’. ‘No’, I’m sure that someone who is not particularly drawn to AT could put an interpretation on the transformation of ergonomic affordances into ‘real’ mathematical understandings by students which is not based on AT. ‘Yes’ in as much as AT does highlight that learning mathematics is a cultural process (would someone who is not drawn to AT even have an interest in the phrase ‘CA’?) Now, with regard to Engeström’s version of AT, I first note that there are a number of forms of AT. Engeström’s version is a ‘systems’ approach and it could (and has) been argued (see LaCroix 2012) that it is too big to capture the nitty-gritty details of students’ actions in doing and learning mathematics. Personally I suspect the AT approach of Luis Radford (see LaCroix, 2012, again, for details), who looks at nitty-gritty student details and pays close attention to gestures (which could be called ergonomic actions), may be a more suitable AT approach to looking at how the affordances of a mathematics SW system can assume, in the words of the Turners (above), “the values of the culture from which they arise”. Further to this, there appears to be a certain ‘Italian flavour’ to Chiappini’s version of the Engeström approach. By this I mean, it is certainly an Engeström-based approach but I have detected that an Italian way of sequencing learning and teaching involves initially presenting students with tasks that are beyond their technical powers and then attending to technical matters in intermediate lessons before returning to a form of the original task; and this is basically what happens in the four phases above. Now there is much to laud in this approach to sequencing learning and teaching but there are other means as well. There is thus a sense in which Chiappini may be ‘prescribing’ rather than ‘describing’ students’ actions; I do not see anything wrong in From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 134 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 prescribing as long as we realise that what students do may differ to what we want them to do. Finally it needs to be asked whether the construct ‘affordance’ has been stretched too far from “affordances are very basic things, knives have edges that afford slicing”? To “assume the values of the culture from which they arise” requires an elaborate peopled environment with specific tasks and sub-tasks “designed in order to exploit the visuo-spatial and deictic ergonomic affordance” of a specific artifact (Alnuset). Now I do not see anything ‘wrong’ with this elaboration, I just wonder whether the Gibsons would recognize the animal-environment relation in this account. John Mason’s responses The notion of ‘cultural affordances’ has an immediate appeal for me, at least until it runs up against the Gibsons’ insistence that they be independent of people, time and place. It seems reasonable, even indisputable that immersion in a culture provides access to cultural tools, whose attunements then afford specific actions. For example, recognizing the possibility of studying a set of objects by studying actions acting on those objects (in the way that, for example, analysis studies the reals, rationals and complex numbers by studying various families of functions, or Klein’s approach to geometry as the study of groups of permissible actions). It seems to me that the CA construct with respect to software is a portmanteau for the enculturation of one or more people into (some aspects of) a culture enjoyed by the author of the software. It is the finer grained analysis of that enculturation which is of interest to me, and I suspect to most mathematics educators. I find the notions of affordances, constraints and attunements powerful triggers to direct attention to important aspects of tasks generally, and software in particular, but only by seeing them as evolving and developing during activity. Affordances perceived at the beginning are usually a subset of the affordances recognized later. Trying to encompass all of the affordances as basic, absolute affordances fails to take into account the user and their evolving attunements. For example, in spreadsheets, ‘fill down’ offers both ergonomic and cultural affordance. Treating affordances as the union of all possible basic affordances in all possible situations takes away the power of the framework for identifying what is possible inthe-moment, moment-by-moment. One approach to a finer grained analysis of enculturation into, exploitation and evolution of affordances could be through activity theory as used by Engstrom or Radford. Another could be through abstraction of Bruner’s trio of modes of (re)presentation Enactive–Iconic–Symbolic. Take for example one of my own applets: Tangent Power (Mason 2012). Define the tangent power of a point P with respect to a function f to be the number of tangents through P to the graph of f. Some initial questions might be: What tangent powers are possible and where are the points with a given tangent power? What are the greatest and the least possible tangent powers, and where would these points they be found? These are outer tasks (Tahta 1988) to initiate activity. An inner task (not to be made explicit until after work on the task) is encountering inflection points as the places where the first derivative changes direction. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 135 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 I usually start with a quintic, displayed by pressing the Particular Button at the top left hand side of the screen. At first sight there are a mass of buttons and a prominent graph. What the buttons do will only emerge through trial or through watching someone drive the software. Following Turner & Turner and Chiappini Usability (affordances): Fine-motor coordination required; reasonable eyesight; focusing on some parts of the screen while ignoring others. Ergonomic affordances: There appear to be buttons that could be pressed, but even recognizing these requires some cultural capital; you can drag a point along an axis which drives a tangent to the curve; you can display boundary regions; you can create a point with a number-label to use as a label for the tangent-power of a region. (Local) Cultural Affordances: Unless you have been told or shown, it is not evident that to change a number (such as Poly Degree or New Number) you clickand-hold while typing in an appropriate number. (Global) Cultural Affordances: Opportunity to explore various particular instances of a phenomenon, and to generalise to a broad class of functions; opportunity to challenge your sense of what happens to tangents at points with large (in absolute value) x-coordinate; opportunity to challenge assumptions (concept images) about tangents and whether they can cut or be tangent to a curve ‘elsewhere’, or even cross the curve at a point of tangency; encounter geometric implications of a first derivative having an extremal value. Constraints: Polynomials of degree up to 7 whose variation fits on the screen. Attunements: Users need to have some familiarity with graphs of functions and tangents; in order to concentrate on the mathematical relationships and properties, it is necessary to develop some facility with the use of the buttons etc. Following Bruner Enactive Affordances: Dragging (and animating) a point to animate a line through a point or a tangent to the curve; dragging red points alters the curve; extension permits a line at a fixed angle to the tangent; display of curve enveloped by those lines. Iconic Affordances: Stabilising the image of particular polynomial, with a (possible) sense of generality through the possibility of dragging red points to change the polynomial; stabilising a particular position for point P and a particular line through P; allowing line through P to be varied; stabilising image of a tangent; animating the tangent; providing instances of enveloped curve when lines are at a fixed angle to the tangent, for making conjectures. Symbolic Affordances: Not really present; From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 136 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Overview Seeing CAs as ‘features arising from making, using and modifying artefacts’ draws attention to how conditions make some things more likely, and other things unlikely or even impossible, so that both affordances and constraints contribute to creative potential. Moreover, the affordance expected may not be the affordance experienced. Seeing CAs as ‘internalised’, ‘condensed’, ‘reified’, ‘semantic contractions’ offers a psychological contribution, because what I make of and do with an artefact can be slightly different to what you make of and do with it. For example many people do not seem to make use of the affordance of styles in MSWord, yet it is present, but perhaps not perceived, or if perceived, not acted upon for various idiosyncratic as well as social reasons. Each user of a cultural artefact brings to it their own propensities, stressings and ignorings, and intentions, so the artefact itself, as an object in the material world may look the same, yet in conjunction with a person in a social setting may bring to mind different possibilities. Might not the adjective ‘cultural’ mislead attention away from the personal, the psyche of the individual (their awareness, enactive potential and affective states) as an important component? The cultural and indeed the historical play a role in the genesis, but the condensation-contraction is likely to be personal. If the person’s state were dominantly social, wouldn’t everyone in the class give the same response to a teacher’s probe, or at least the group would agree on a response? References Chiappini, G. 2012. The transformation of ergonomic affordances into cultural affordances: The case of the Alnuset system. International Journal for Technology in Mathematics Education, 19(4):135-140. Gibson, J.J. 1979. The ecological approach to visual perception. Boston: Houghton Mifflin. LaCroix, L.N. 2012. Mathematics learning through the lenses of cultural historical activity theory and the theory of knowledge objectification. CERME7, WG16, http://www.cerme7.univ.rzeszow.pl/WG/16/CERME7_WG16_%20LaCroix.pdf Mason, J. 2012. Tangent Power. Applet available at mcs.open.ac.uk/jhm3/Presentations/Presentations%202012 Mason J. (in press). Interactions Between Teacher, Student, Software and Mathematics: getting a purchase on learning with technology. In The Mathematics Teacher in the Digital Era: An International Perspective on Technology Focused Professional Development, ed A. Clark-Wilson, O. and N. Sinclair. Springer. Norman, D.A. 1988. The psychology of everyday things. New York: Basic Books. Norman, D.A. 1999. Affordances, conventions, and design. Interactions, May-June: 38-42. Tahta, D. 1981. Some thoughts arising from the new Nicolet films. Mathematics Teaching, 94:25-29. Turner, P. & Turner, S. 2002. An affordance-based framework for CVE evaluation. People and Computers XVII – The Proceedings of the Joint HCI-UPA Conference, 89-104. London: Springer. Watson, A. 2007. The nature of participation afforded by tasks, questions and prompts in mathematics classrooms. Research in Mathematics Education: Papers of the BSRLM 9:111-126. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 137 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Doing the same mathematics? Exploring changes over time in students' participation in mathematical discourse through responses to GCSE questions Candia Morgana, Sarah Tanga, Anna Sfardb a Institute of Education, University of London, UK; bUniversity of Haifa, Israel The project “The Evolution of the Discourse of School Mathematics” uses the lens of GCSE examinations to investigate changes over the last three decades in what is expected of students in England. We have identified differences in the discursive features of examination questions through this period and now seek to investigate how these differences may have affected the nature of student participation in mathematics discourse. Students have been tested using questions varying in characteristics typical of different points in time. We discuss the design of the test, and present some preliminary results. Keywords: assessment; examination; mathematical discourse Introduction During the past three decades or so in England there have been a number of changes in curriculum and assessment policy and government interventions in pedagogy and assessment practices. These changes form the background to our study, which seeks to investigate how school mathematics has changed over the period.1 Rather than focusing on the documents and policies that seek to regulate the curriculum, we try to gain insight into the curriculum that students actually experience and the nature of the mathematical discourse in which they are expected to learn to participate. We take GCSE examinations as our window onto these expectations because of the welldocumented relationship between high-stakes examinations, curriculum and pedagogy (e.g. Broadfoot 1996) The study is framed by a theoretical assumption that understands doing mathematics as participating in mathematical forms of discourse (Sfard 2008). Hence we focus analytically on the discourse of examination texts and of student responses. Phase 1 of the project has involved the development of an analytic framework, described in (Tang, Morgan, and Sfard 2012), and analysis of a sample of examination papers. We have no space here for the full details, but present below some key findings that highlight differences found between examinations set at different dates. The main focus of the present paper is Phase 2 of the project, in which we investigate how students respond to examination questions that have differing discursive characteristics. We have constructed and administered two versions of a test, enabling us to compare student responses to ‘parallel’ questions. Below, we describe the design of the test and present some results, raising questions about the nature of the mathematical activity involved in examination success. Phase 1: Analysis of examination questions Our analysis of the changing discourse of examinations has made use of a sample of Higher Tier question papers from two of the three English examination boards. The 1 The project “The Evolution of the Discourse of School Mathematics through the Lens of GCSE Examinations” is funded by the ESRC grant reference: RES-062-23-2880 From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 138 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 sample includes the papers for summer examinations taken in each of 8 years. The years range from 1980 (pre-GCSE) to 2011, chosen to capture major changes in curriculum and examination policy and practice within this time frame. The analysis focuses on how mathematics and mathematical activity are construed and on the role of the student-examinee in this. Here we summarise some of the differences found in the analysis. Fuller details of some of these areas of the analysis have been and will be reported elsewhere (Morgan and Tang 2012; Morgan, Tang, and Sfard 2011; Tang, Morgan, and Sfard 2012). Human agency in mathematical and non-mathematical processes In considering the nature of mathematical activity construed in the examination texts, we ask to what extent mathematical processes are presented as being performed by human agents. Across the whole sample, agency in mathematical processes is overwhelmingly obscured. The means by which this is done has changed from passive voice “a tangent has been drawn” to use of relational statements “line AB is a tangent”. A reduction in the use of passive voice constructions has been a deliberate change made by the examination boards, following advice that passive voice lowers reading comprehension. The corresponding increase in relational statements, however, may further increase alienation, as the process itself (in this case “drawing”) is now absent. While human agents are thus largely absent from mathematical processes, they are to be found as actors in everyday practices in contextualised questions. Contextualisation The proportion of contextualised questions rose substantially in the first few years of GCSE, falling back in more recent years. Throughout the period, the majority of contextualized questions demand little engagement with the context itself. In the most recent years in our sample (2010 and 2011) we have coded approximately 40% of all contextualized questions as “ritual”, that is, of a standard form widely used as ‘exercises’ in the classroom (Nyabanyaba 2002). This compares to just 8% of contextualized questions coded as “ritual” in 1980. Grammatical, logical and task complexity The most recent examinations overwhelmingly use simple one-clause sentences. This is accompanied by a marked decrease in the use of conjunction “and” and implications (“hence”, “then”, “therefore”). Again, the reduction in grammatical complexity follows an explicit policy of attempting to avoid linguistic characteristics known to reduce reading comprehension. However, it is also relevant to ask whether, by avoiding the complexity of sentences with dependent clauses or clauses joined by conjunctions and implications, engagement with some important aspects of the logic of mathematics are also avoided. We have also considered the complexity of the mathematical activity expected of students by considering the “grain size” (defined as the number of decisions required to achieve a solution) of tasks. The analysis of this factor has not yet been completed, though preliminary results suggest that, while the majority of tasks are of grain size one or two, the proportion of tasks with higher grain size has decreased. In 1987, 16% of tasks involved three or more decisions, while only 8% of tasks had this level of complexity in 2011. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 139 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Framing of student response This part of the analysis concerns the degree of flexibility for students in producing and presenting their answer. In 1980 and 1987, students had a separate answer book, providing no guidance about the extent or shape of the expected response. Later examination papers provide space for answering on the same page as the question and, in many cases, gaps to fill in and lines to place the answer. There is variation between and within years in how the form of student answers is defined. Methods of framing include: explicit statement of methods (e.g. “Use algebra to …”). In recent years there is a tendency to ask students to “write down …” or to “calculate …” rather than simply to “find …”. The use of imperatives (e.g. “Write down the amount …”) rather than questions (e.g. “How many …?”) also constrains possible approaches to finding an answer. formatting answers. While in some cases a simple space or line is given for students to write their final answer, in others, the format of the answer is strongly determined. For example, the answer line for a question involving simultaneous equations might be given as “x= ……, y= ……”. In recent years, the units of the answer are commonly included on the answer line (e.g. “…… kg”). Phase 2: Testing students In Phase 2 of the project, we ask what differences the discursive characteristics of an examination question make to the mathematics students engage in when answering. In order to investigate this, we have designed two versions of a test with ‘parallel’ questions involving characteristics typical of examinations set at different dates. In each case, an original question was included on one version of the test, while the other version of the test included a ‘contrived’ adaptation of the question, making use of discursive characteristics found in questions on a similar topic in another year. The questions were distributed to ensure that each test contained four original questions and four ‘contrived’ questions, four with ‘early’ discursive characteristics (1980 – 1995) and 4 with ‘late’ characteristics (1999-2011). This test has been administered to a sample of 158 Year 10 students from six classes in four London schools (all entered for Higher Tier GCSE). Half the students were assigned to each version of the test. In the next sections we present the design and results of two questions that gave rise to some striking differences in the responses to the two versions. proportion – the ‘Election’ question In table 1 we present the two versions of the question on proportion, summarising some of main differences structuring our design of the ‘contrived’ question. Table 2 then shows some of the differences in student responses to the two versions, focusing on the occurrence of some different correct strategies. Table 1: Two versions of the proportion question From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 140 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 ‘contrived’ question, based on 1999 original 1987 question 1. In the 1983 General Election, 650 Members of Parliament were elected. Shortly before 1. Before the 2010 General Election, an opinion poll asked voters which party they the election, an opinion poll indicated these voting intentions: intended to vote for. Conservative 38%, Labour 32%. The results of the opinion poll were: Conservative 38% If Members of Parliament had been elected in the same proportions as the poll results, find how many M.P's of parties other than Conservative or Labour would have been elected. Labour 32% a) Write down what percentage of voters said they would vote for a party other than Conservative or Labour. ……………………………….. [1] 650 Members of Parliament were elected. The proportions of MPs elected for each party were the same as the poll results. Answer ……………………………….. [2] b) Calculate how many MPs of parties other than Conservative or Labour were elected. ……………………………….. [1] increased human presence in (non-mathematical) processes: “ voting intentions” vs. “voters said they would vote for …” decreased grammatical complexity: two temporal phrases (in reverse order of time!) vs. one; “in the same proportions” (qualifying phrase) vs. “the proportions were the same” (independent single clause sentence) decreased logical complexity: “If MPs had been elected, […] would have been elected” (conditional structure) vs. “The proportions were …” (statement of fact) decreased grain size: 1x3 vs. 1 + 1x2 1 increased explicitness of instructions: “Find” vs. “Write down”; “Calculate” increased emphasis: use of space to separate points; bold to highlight negation 1 Table 2: Some results for the proportion question 1987 ‘new’ 52% 81% calculate 30% of 650 38% 72% calculate 70% of 650 and subtract 15% 4% calculate 32% and 38% and subtract both from 650 23% 9% fully correct answers strategy Unsurprisingly a high proportion of those doing the ‘new’ version of this question have calculated 30% of 650 directly. The structure of the question, divided into two explicit sub-tasks, suggests this approach. Although the overall success rate for the original version is substantially lower, the proportions choosing to use a correct strategy are relatively close (76% vs. 85%). It may be that those attempting the more complex strategies have made more errors in calculation; our analysis has not yet addressed this issue. percentage change – the ‘Car’ question In table 3, we present the two versions of the question on proportion. Table 4 then shows some of the differences in student responses to the two versions, focusing on the extent to which the context of the question is taken into account. Table 3: Two versions of the percentage change question From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 141 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 original 2010 question ‘contrived’ question, based on 1980 Arwen buys a car for £4000 The value of the car depreciates by 10% each year. Work out the value of the car after two years. The value of a car depreciates by 10% each year. If it cost £4000 originally, what would be its value after two years? £ ................................... decreased human presence: The introduction of “Arwen” in the original 2010 question suggests that the question is about an everyday practice, whereas the contrived question is in what Dowling (1998) calls the expressive domain: clearly school mathematics, not everyday, even though expressed in non-specialised vocabulary. increased grammatical and logical complexity: simple sentences vs. conditional two-clause sentence demanding hypothetical reasoning decreased explicitness of instructions: explicit “Work out” vs. question seeking information decreased specification of form of answer: space for working delimited by line for answer; units given vs. open space Table 4: some results for the percentage change question 2010 ‘old’ 63% 48% full sentence answer e.g. “The value after two years would be £3240” 0% 14% £ sign used in answer 16% 62% £ sign used in working but not consistently 20% 13% £ sign used consistently throughout working 9% 18% fully correct answers Contextualisation Again, the ‘new’ (original 2010) version of the question has a higher success rate. We have not yet investigated the strategies used but wish to draw attention to differences in how students located their responses in relation to the contextualisation of the question. In presenting their answer, 14% of those doing the ‘old’ version (11 students) wrote a full sentence, relating the numerical result to the value of the car. This was not done by any of those answering the 2010 version. We assume that the printed answer line with the £ sign frames students’ response so that there is no perceived need (or space) for other means of signalling the answer (although 16% still wrote their answer with a £ sign elsewhere on the page). Less easy to explain is the use of the £ sign in the working. While similar proportions used it at least once in their working, twice as many of those doing the ‘old’ style question used it consistently throughout. Discussion We have chosen to look at results for two questions differing substantially in their success rates between the ‘old’ and ‘new’ versions. However, our main interest is not in levels of difficulty but in the nature of the mathematical activity that students engage in when responding to questions with different discursive characteristics. Following Bezemer and Kress (2008), we ask what is gained and what is lost when the discourse changes. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 142 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The analyses offered here focus on students’ choice of strategy and the contextualisation of their responses. In the ‘Election’ question, splitting the task into sub-tasks seems to have directed students towards using a more efficient strategy (and perhaps thereby achieving greater success). However, making a decision about strategy is in itself an important mathematical activity, involving students in exercising agency as mathematical thinkers. In the ‘Car’ question, in spite of the apparent attempt to make the context more ‘relevant’ by introducing human activity, the tight framing of the answer space seems to reduce the extent to which students engage with the context, not only in presenting their final answer but also throughout their working. In both cases, students’ mathematical activity appears to be affected by subtle changes in the discursive characteristics of the questions. Examination boards have made some of these changes deliberately to increase student access and to prevent “language getting in the way of the mathematics”. Our analysis suggests, however, that “the mathematics”, which may appear the same, is itself changed for some students. This analysis of student responses has allowed us to form conjectures about which features of the questions prompt particular types of response. In the next phase of the project we intend to interview students who took these tests to probe more deeply into the ways they participate in mathematical discourse as they read and respond to questions with different discursive characteristics. References Bezemer, J. and G. Kress. 2008. Writing in multimodal texts: A social semiotic account of designs for learning. Written Communication, 25 2: 166-195. Broadfoot, P. M. 1996. Education, Assessment and Society. Buckingham: Open University Press. Dowling, P. 1998. The Sociology of Mathematics Education. London: Falmer Morgan, C. and S. Tang. 2012. Studying changes in school mathematics over time through the lens of examinations: The case of student positioning. In Proceedings of the 36th Conference of the International Group for the Psychology of Mathematics Education ed. T. Y. Tso. (Vol. 3: 241-248). Taipei, Taiwan: PME. Morgan, C., S. Tang, and A. Sfard. 2011. Grammatical structure and mathematical activity: comparing examination questions. Proceedings of the British Society for Research into the Learning of Mathematics, 31 3. Retrieved from http://www.bsrlm.org.uk/IPs/ip31-3/BSRLM-IP-31-3-20.pdf Nyabanyaba, T. 2002. Examining Examination: The ordinary level (O level) mathematics examination in Lesotho and the impact of recent trends on Basotho students' epistemological access. Unpublished PhD dissertation. University of the Witwatersrand, Johannesburg, South Africa. Sfard, A. 2008. Thinking as Communicating: Human development, the growth of discourses, and mathematizing. Cambridge: Cambridge University Press. Tang, S., C. Morgan and A. Sfard. 2012. Investigating the evolution of school mathematics through the lens of examinations: developing an analytical framework. Paper presented at the 12th International Congress on Mathematical Education, Topic Study Group 28 on Language and Mathematics, Seoul, Korea. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 143 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Vending machines: A modelling example Peter Osmon King’s College, London Throughout the last century the mathematics of the continuum underpinned the science and technology of the developed world. Today’s developed world is increasingly dominated by the artefacts and processes of information technology and it is discrete mathematics that underpins this technology. A finite state machine description of the behaviour of vending machines, in the form of state transition diagrams and state transition tables, is used as an example to demonstrate that modelling numerous artefacts of today’s everyday world would be within reach of many 15-19 year old learners if the curriculum were to give more emphasis to discrete mathematics Keywords: mathematics applications, modelling, discrete mathematics, finite state machines, state transition diagram, state transition table. Introduction This presentation is one of a series where the overall aim is to make the case for an updated curriculum- one with less emphasis on the continuum and more on discrete mathematics. The argument for this change is essentially that while during the nineteenth and twentieth centuries continuum mathematics underpinned the science and technology of the developed world, now in the twenty-first century our civilisation is becoming IT-dominated and the mathematics that underpins it is discrete. Moreover mathematics performs this underpinning role through modelling and this is what applied mathematics should mean in the curriculum. To elaborate this: looking for patterns and building models with them is how we understand the world around us. Mathematics is the science of patterns, and so can help with model-making and hence with our understanding of the world. Applied mathematics is model-making and using in the context of either the everyday world or some professional discipline such as science or engineering. But learners in school have limited knowledge of (a) mathematics (b) application domains (principally science and their everyday world), and these limitations narrow the range of models they can hope to appreciate. However, with respect to their limited mathematics knowledge, quite a lot of the relevant discrete mathematics (sets, relations, logic, events, algorithms, sequential machines) needed for understanding the behaviour of typical artefacts and processes of our everyday twentieth-century world could, with a reformed curriculum, be within reach of learners aged 15-19. In today’s mathematics curriculum, discrete mathematics does not emerge as a distinct branch of the subject until university. The topic Finite State Machines (FSMs) is an example of this accessible mathematics. See for example Rosen (2007, 796-798). From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 144 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 An example of model-making in today’s everyday world Vending machines of all kinds are part of our everyday environment. If we ignore the detail of what a particular instance dispenses, it is clear that they exhibit similar behaviours: there is a common behaviour pattern or at least a common family of patterns. In what follows I aim to show that describing these behaviour patterns is potentially within the reach of school mathematics. Finite State Machines (FSMs) is the particular discrete mathematics topic needed for describing vending machine behaviour. Figure 1 outlines the process of modeling the behaviour of a vending machine by designing an appropriate FSM. Before getting further into the example I should introduce the term “state”. State is an intuitive concept that helps us understand the behaviour of entities, usually systems, over time. Thus we speak of the state of the weather, of the economy, of London’s transport network, of our health. “State” can be described mathematically. A familiar example is the parabolic trajectory of a projectile subject to vertical acceleration due to gravity. Its state at any moment is described by values of its position and velocity variables (x,y,vx,vy). The projectile has a continuum of states. Note that I have chosen not to use mathematical subscripts, considering instead that the abbreviated state name vx is more appropriate for learners. Now consider the behaviour of vending machines- these familiar entities have sets of discrete states- rather than a continuum like the projectile. This kind of behaviour is characteristic of the artefacts and systems in the IT dominated world in which we all now live. Mathematics Finite State Machine Make a model (Understand) Application Behaviour of a vending machine Figure 1. Designing an FSM to model the behaviour of a vending machine. FSM notation: State Transition Diagrams (STDs) An STD is a bubble and arrow diagram that describes the behaviour of an entity over time. Bubbles represent states which are given names. The entity has a finite set of states S = {S0, S1, S2, etc}. By convention, S0 is the initial state. When speaking generally we call the current-state Scs. State names are written in the upper half of the bubble. Characteristic of a state is its set of outputs O. A state’s output is written in the lower half of the bubble. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 145 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Arrows show the possible transitions from Scs to a next-state Sns. A state has a set of Inputs I = {I1, I2, etc} to choose which of several possible transitions occurs. An arrow is labelled with the particular input which selects that transition. That is there is a next-state function: Scs x I = Sns. (Understanding FSM models may be helped by assuming that States have duration and Transitions are instantaneous- the mathematics has nothing to say about such matters.) Figure 2 aims to clarify STD notation. It shows a state bubble and transition arrows into the state, from possible previous-states, and out of the state, into the various possible next-states. Possible transitions into State S STD notation bubble (state) and arrows (transitions) State name: S Output during state: O I1 I2 I3 Possible transitions out of State S Input value selects one Figure 2. STD notation: a state bubble- containing the State name and Outputs during that state- and possible Transitions in and out of that state with the Input values that select them. FSM application example: drinks vending machine Now, to be specific, consider drinks vending machines as our everyday example, and first consider a very simple machine that accepts 50p coins and offers a choice of two drinks: Cola or Orange. This machine has four states, as follows. S0. Initial state: Waiting Output: “Insert 50p coin” Input of coin- causes transition toS1. Choosing drink Output: “Cola/Orange” Choice of Input buttons- causes a transition to either- From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 146 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 S2. Dispensing Cola or S3. Dispensing Orange Output: “Please wait” Input: dispensing finished- causes transition toS4. Drink is ready Output: “Take drink” Input: removal of drink- causes transition back to S0 From this information we can construct the STD for this simple machine. It looks like the diagram in Figure 3. STD for Simple drinks Vending machine S0 Insert coin coin inserted S0. Waiting S1. Offering choice S2. Dispensing Cola S3. Dispensing Orange S4. Drink is ready S1 Drink taken Choose Cola Orange S2 S3 Please wait Please wait Finished Finished S4 Take drink Figure 3. STD for the simple drinks vending machine A State Transition Tables (STT) is an alternative notation for describing FSM behaviour. The Table below describes the STT for the simple drinks machine. As the table demonstrates, a STT is actually two tables: the output table and the next-state table, corresponding to the machine’s output function and next-state function respectively. Current-state S0 Waiting S1 Offering choice S2 Dispensing Cola S3 Dispensing Orange S4 Drink is ready Output Insert coin Choose Please wait Please wait Take drink Input/Next-state Coin-inserted/S1 Cola/S3 Orange/S4 Finished/S4 Finished/S4 Drink-taken/S0 STTs are more compact than STDs: they can describe, on a single page, behaviour with more states and transitions. While it is generally harder to comprehend From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 147 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 behaviour from a tabular description, drawing large and complicated STDs can become tedious, even with the aid of special software. A more elaborate vending machine: more functionality and more states Now consider a drinks vending machine with more functionality: drinks still cost 50p each, but this machine accepts 5p, 10p, 20p, and 50p coins, and gives change. Further, the machine offers a choice of five hot drinks - tea, coffee, strong-coffee, mocha, chocolate - and also offers choices of additives - unsweetened/sugar/double-sugar and black/milk/double-milk. When it comes to describing its behaviour with an FSM, this means not just more states but more complicated connections- quite a lot to get one’s head round. How to proceed? Our vending machine problem provides an opportunity to introduce the following two heuristics which are helpful in many problem solving situations (Polya 1945): (A) Divide-and-conquer “Factorise” the problem into parts: a Payment part and a Drinks-and-AdditivesChoices part. (B) Easier-problem-first (applies to both parts): Payment part: let the complications in progressively. We have already considered a 50p coin only machine, so now accept a range of coins- but no change given, and then, at the next stage, give change. Choices part: let the complications in progressively. We have already considered a binary choice machine, now provide a five-way choice of drinks, and finally introduce two levels of additives choice. Following in the tradition of mathematics textbooks, the task of working out a description of the more elaborate vending machine- as either a STD or a STT- is left to the reader. Some other applications of finite state machines Vending machines in today’s world dispense a great variety of goods and services besides drinks- perhaps the most common is the automatic teller machine (ATM) or “hole in the wall” outside banks that dispenses money, or one’s bank account information, in response to input information supplied by a magnetic strip on one’s debit card, supplemented by choices input by keypad. ATMs differ from most vending machines in that they are not self-contained within a cabinet- not localised- but rely on electronic communications with a, generally remotely located, bank database. Perhaps this also behaves as a finite state machine. Communication between a pair of FSMs- the output from one providing the input for the other and vice versa- is a more challenging modelling problem. Vending machines of various kinds are by no means the only applications of finite state machines in our everyday world. Other examples include control of traffic lights, lifts, and traditional combination locks. In a rather different context- word processing- FSMs can perform syntax checking. A problem example that demonstrates this application, while not taking too long to work out, is devising an FSM that checks that every left-hand bracket in a sentence or mathematical expression containing nested pairs of brackets has a matching right-hand one. My experience presenting a range of such examples to first year undergraduates, who have no more than GCSE level mathematics, is that they get From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 148 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 quite interested in the problems and can manage to solve them; also, that this is a class of problems that seem well-suited to collaborative group working. Conclusions This paper is about meaningful teaching of applied mathematics to 15-19 year olds. I have argued that this means teaching modelling and that, to make models, learners need knowledge of some application domain- and in practice this has to be either science or else the everyday world- together with the relevant mathematics. During the nineteenth and twentieth centuries, continuum mathematics (calculus especially) underpinned the classical physics base of much nineteenth and twentieth century industry as well as many everyday artefacts. Now, in the twentyfirst century, it is becoming apparent that today’s business and industry as well as today’s everyday artefacts and processes, rest on information technology- which in turn is underpinned by discrete mathematics (sets, logic, relations, algorithms, events, sequential machines) rather than the formerly dominant continuum mathematics. But in today’s mathematics curriculum, discrete mathematics does not emerge as a distinct branch of the subject until university. In this paper, by focusing on a particular topic in discrete mathematics, namely finite state machines, I have sought to demonstrate that, were the curriculum to be reformed to give appropriate recognition to the contemporary importance of discrete mathematics, there are many familiar everyday artefacts and processes that would then be accessible to younger learners to model. Reference Rosen, K. H. 2007. Discrete mathematics and its applications. Sixth edition. New York: McGraw-Hill, Polya, G. 1945. How to solve it. Princeton: Princeton University Press From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 149 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Gendered styles of linguistic peer interaction and equity of participation in a small group investigating mathematics Anna-Maija Partanen and Raimo Kaasila Åbo Akademi University and University of Oulu, Finland In a teaching experiment with two Finnish upper secondary classes, the basics of calculus were studied using an investigative approach and a small-group setting. As part of the ethnographic teacher research, the different styles of talking of the girls and boys in four groups were analyzed through application of the concept of sociolinguistic subcultures. This paper focuses on the interactions in one of the groups where two girls and a boy discuss mathematics. We show how the linguistic strategies typical of these boys prohibited the full potential of the contributions of the girls to be utilized in the collective construction of meaning in the group. Promoting democratic discussions in small groups may need attention in terms of gendered ways of interacting. Keywords: small groups, sociolinguistics, gender, mathematics education Introduction Small-group activities are widely used as a method of studying mathematics, especially in problem-solving and inquiry approaches. Normally, they are found to promote students’ mathematical learning, although research on the use of small-group discussions in instruction has also revealed differentiated possibilities for student participation in the group activities (Good, Mulryan and McCaslin 1992, Bennett et al. 2010). If the democratic discussion of ideas constructed by all the students in a group is prohibited, much of the potential of the working method is lost. The first author, Partanen, conducted a teaching experiment with two of her upper secondary classes in Finland, in which students investigated mathematics in friendship groups of three to four. Partanen (2007) analysed the different sociolinguistic subcultures (Maltz and Borker 1982) in four of the small groups and found differences in the styles of talking of the girls and boys. In this paper we use the earlier analysis to focus on the interactions within one of these groups containing two girls and a boy. The aim of this paper is to investigate how the styles of talking of the girls and boys were enacted in the discussions of this focus group. Theoretical framework Equity of participation in small-group discussions Although research reviews on the use of small groups in instruction show that group discussions promote students’ learning and acquisition of high order skills, they also point to the observation that the quality of collaboration and interaction varies from group to group, and that democratic and high quality interactions do not appear naturally (Good, Mulryan and McCaslin 1992, Bennett et al. 2010). Differentiated opportunities of participation for students in small groups in mathematics instruction have been observed, for example, as a function of achievement (Rozenholz 1985) and From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 150 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 gender (Lindow, Wilkinson and Peterson 1985). Esmond (2009) also showed how the type of tasks given to students influenced equity of participation in the small-group activity. Bennet et al. (2010) reported differences in interactional styles according to gender in small-group discussions. All-male groups confronted differences in their individual predictions and explanations, whilst all-female groups searched for common features of their predictions and tried to avoid conflict. Mixed groups interacted in a more constrained way, and it can be argued that the best of all-male and all-female group interactions was lost in them (Bennet et al. 2010). Sociolinguistic subcultures Maltz and Borker (1982) write in their classic paper about different styles of talking of American women and men in friendly conversations. They argue that girls learn to do three things with words: 1) to create and maintain relationships of closeness and equality, 2) to criticize others in acceptable ways, and 3) to interpret, accurately, the speech of other girls. On the other hand, boys use speech in three major ways: 1) to assert one’s position of dominance, 2) to attract and maintain an audience, and 3) to assert oneself when other speakers have the floor (Maltz and Borker, 1982). Four small groups as a context The focus group of this paper is one of the four small groups studied in a teaching experiment established by the first author (Partanen 2011). Partanen (2007) described the different styles of talking of the girls and boys in the four small groups. In the peer interaction of the groups studied, the girls invited and encouraged others to speak, and they acknowledged what the others said more than the boys. For example, the girls expressed proactive utterances that required (and received) a response, and they used tag questions. They also gave more positive minimal responses. The girls gave more space for the others to express their ideas than boys, for example, by phrasing propositions that were meant to enhance the mathematical discussion as questions or in conditional form. These features of the girls’ talk can be interpreted as trying to avoid giving the impression of mathematical authority and also recognizing the speech rights of others, which both contribute to building relationships of equality (Partanen 2007). The boys in the four small groups were more assertive than the girls. They interrupted each other more often, and they had disputes, boasting, name calling, jeering, and mocking. They also gave more orders to each other than the girls. In line with Maltz and Borker (1982), the boys seemed to be very often in the process of posturing and counter-posturing (Partanen 2007). Methodology The experimental courses in the term 2001/2002 were established for the dissertation of the first author (Partanen 2011). She aimed at developing her own practice of using the investigative small-group approach in teaching upper secondary mathematics in her school Lyseonpuiston lukio in Finland. The project can be seen as teacher research (Cochran-Smith and Lytle 1999). The research question for this paper is as follows: how did the different sociolinguistic subcultures of the girls and boys in the four small groups show up in the discussions of the focus group? From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 151 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The experimental classes consisted of 31 and 28 second-year students, approximately 17 years old. They worked in friendship groups of three to four, and almost all of the groups were single-sex groups. The course was one of the compulsory courses for high level mathematics. Instead of teaching the important concepts of calculus, limits, and derivatives directly, the teacher gave the students questions and problems to be discussed and solved together. After the small-group sessions, the ideas of the students were discussed and summarized, and the teacher tried to connect her further teaching to the experiences of the students. The data for this paper consists of six recorded discussions in one focus group that consists of two girls, Anni and Jenni, and a boy, Veikko. The earlier analysis of the sociolinguistic subcultures in the four small groups (Partanen 2007) showed that Veikko used strategies of talking typical of both the boys and girls. The way of analyzing data was close to that used in microethnographic analysis of interaction (Erickson 1992). Transcribed discussions in the small group were divided into episodes according to the themes. The episodes were then analyzed in chronological order. For each episode, the group participation structure was described. After this description, the teacher made conjectures of the typical participation structure in the group. When she was looking at the next episode, she revised and developed the conjectures. In this way, a holistic picture of the typical interactions in the group developed in her writings. She continued revising the conjectures until she felt certain satisfaction with the description. Finally, the typical interactions in the small group were examined in the context of the sociolinguistic subcultures analyzed in the interactions of the four small groups (Partanen 2007). Results Through the following two episodes, we are going to illustrate how the ways of talking typical of the boys that were also used by Veikko prohibited the full potential of the two girls to be utilized in the collective meaning-making processes of the small group. Prior to the episode, the class had measured some position-time values for a glider on an air track and fitted a simple quadratic function to the data. For the smallgroup session, the students were given questions about the meaning of the gradient of chord and the instantaneous velocity. In episode 1, the students are considering the meaning of the gradient of the chord (f(z) – f(1))/(z – 1) to the position-time graph. Overlapping of speech is shown in the transcription. Episode 1 31 Anni: So, what do they mean? (looks at the previous two pages of her notebook) Because this is time and that’s distance (points to the axis in her calculator). 32 Jenni: So, how do we draw it? (takes her calculator) 33 Veikko: What does the gradient of the chord mean, then? (looks at Anni triumphantly) Because it is time [indistinct]. 34 Anni: (does not notice the expression on Veikko’s face) Is it something like an average, something like that? … I don’t know. 35 Anni: (Jenni is following the discussion between Anni and Veikko) But, isn’t it, 36 Veikko: When time goes on From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 152 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 isn’t it average Look, here, because this is time (points to his notebook). Then, then, well x is, yes, here it meets that (points to the graph in Anni’s calculator). The [indistinct] average value or something like that. 39 Anni: Um. 40 Veikko: Well, how was it, then? 41 Anni: (points with her pen to the screen of the calculator). So that if it is the average value, then the steeper it is, the longer the time is. For the average thing. 37 Anni: 38 Veikko: It seems that Anni was close to constructing an important idea: that the gradient of the chord is the average velocity. Yet, Veikko interrupts her and, by doing so, transforms the meaning of what Anni was saying. Anni gives up and returns to the previously discussed idea that the longer the time interval is the steeper the corresponding chord. Most probably, a learning opportunity for all the students was destroyed. A few times, it happened that Anni was expressing a promising idea, and Veikko prohibited it from being expressed so that a learning opportunity was lost. Normally, Anni did not persist with her idea, like the boys in the other groups sometimes did. At the beginning of the data, it was typical of the participation structure in this group that Veikko and Anni collaborated, trying to achieve a consensus about the topic being discussed. Jenni either followed the discussions or worked alone with her calculator. When she rarely expressed herself, she spoke timidly with a low voice. Although the students listened to each other in their conversations, it was harder for Veikko than for the girls. After the first four small group sessions, Veikko had to be absent from a few lessons. When he returned, the first topic was about constructing methods for finding the equations of a tangent and a normal to a curve at a particular x-value. It was a year ago when Veikko had studied the equations of lines, but the girls had attended the course during the previous period, just a few weeks before. Jenni had the notes from that course with her, and she seemed to have knowledge about the important methods and formulae. The typical participation structure of this group changed when Jenni had her chance to participate in the working of the small group. The group had succeeded in finding out the equations of the tangent and normal to the graph of a third order polynomial function. They were beginning to write a summary about their investigation. Jenni asked Anni to write the summary on a transparency. After a short and friendly debate, Anni accepted the task. Episode 2 20 Veikko: Let’s first write that here. Firstly, we need to substitute this (points to his notebook). Don’t write yet, but let’s discuss this. (Anni and Jenni give a short laugh.) We should first substitute that x by minus one here in the original expression to get the y-value. Then, we need the x. 21 Jenni: No, but, that’s the gradient, I mean. (points to Anni’s notebook). 22 Veikko: Yeah, no, but, so, so that if we substitute that, and we’ll get the gradient. 23 Jenni: No. 24 Veikko: No, but, well, here we don’t need. (The girls laugh. Anni is holding her From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 153 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 25 Jenni: 26 Veikko: 27 28 29 30 Jenni: Veikko: Jenni: Anni: 31 32 33 34 Jenni: Veikko: Jenni: Veikko: 35 Anni: 36 Veikko: 37 Anni: 38 Veikko: 39 Anni: 40 Jenni: head by her hands.) Do we need to substitute this here? Yes. Yes. To get the y. But this is it (points to Anni’s notebook). And then we need to find the x. Then we need to differentiate the original expression, to get the gradient of Yes. tangent. Exactly (gives a short laugh). And, after that. So, we shall first put it (takes her pen). Shall I write that x = -1 is substituted in the equation, in that? Yes. Or, should we make it general? Or, just for this task? Can we make it general? So that if you first substitute x in this original equation (points to Anni’s notebook). No but, shall we write that we get the equation of the, the tangent (points at a place in her notebook). And then, let’s write that the gradient can be found by substituting the Differentiated. Differentiated, yes. Yes. In this episode, Jenni is playing a much more active role than earlier. She participates in organizing the group work (the debate before the episode). She discusses with Veikko about the meaning of their results and she supports Anni’s suggestions. Although, at the end of the data, there were episodes where Jenni was not quite this active, she followed with attention the discussions between Anni and Veikko and, every now and then, participated in them. We interpret these occurrences so that Veikko’s assertiveness and willingness to take and hold the floor in the discussions of the group excluded Jenni from participating in the collaboration. Discussion In the first episode discussed, Veikko interrupted Anni and thus prohibited her from expressing what seemed to be a very promising idea. Anni did not persist with her point of view. The second episode shows how Jenni participated in the small-group activity much more after Veikko’s absence during his temporary confusion. We see these episodes as examples of how the ways of talking typical of boys (Partanen 2007) produced obstacles for the two girls in the group to participate in the collective meaning-making processes when they were communicating in ways typical of the girls. For developing the use of small-group discussions in mathematics instruction, it is important to search for ways of establishing democratic participation. If multi-vocal contributions of all the participants can be utilized, the group activity will be enriched. One aspect that may lead to inequality in participation is the different sociolinguistic subcultures of girls and boys (Maltz and Borker 1982). Some researchers in science education have identified notable differences in interactional styles according to gender (Bennet et al. 2010). Our analysis, furthermore, shows how the differences in the styles of talking may influence the From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 154 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 possibilities for students to participate in the small-group discussions. The two episodes also exemplify possible consequences of this influence for the collective processes of meaning construction. Training is recommended for students and teachers in the skills required for handling and participating in group discussions (Bennet et al. 2010). In mathematics education research, the work of Cobb and Yackel (1996) on social and sociomathematical norms has potential for contributing to resolving the problem. However, the challenge still remains for future research and developmental work, firstly, of identifying the important factors that contribute to inequalities in the possibilities for participation and, secondly, of developing ways of overcoming those problems. References Bennett, J., S. Hogarth, F. Lubben, B. Campbell, and A. Robinson. 2010. Talking science: the research evidence on the use of small group discussions in science teaching. International Journal of Science Education, 32: 69–95. Cobb, P., and E. Yackel. 1996. Constructivist, emergent and sociocultural perspectives in the context of developmental research. Educational Psychologist, 31(3/4): 175–190. Cochran-Smith, M., and S. Lytle. 1999. The teacher research movement: a decade later. Educational Researcher, 28(7): 15–25. Erickson, F. 1992. Ethnographic microanalysis of interaction. In The handbook of qualitative research in education, eds. M. D. Lecompte, W. L. Millroy, and J. Preissle, 201–225. San Diego: Academic Press Inc. Esmonde, I. 2009. Mathematics learning in groups: analyzing equity in two cooperative activity structures. The Journal of the Learning Sciences, 18: 247– 284. Good, T. L., C. Mulryan, and M. McCaslin. 1992. Grouping for instruction in mathematics: a call for programmatic research on small-group processes. In Handbook of research on mathematics teaching and learning, ed. D. Grows, 165–196. New York: MacMillan. Lindow, J., L. Wilkinson, and P. Peterson. 1985. Antecedents and consequences of school-age children’s verbal disagreements during small-group learning. Journal of Educational Psychology, 77: 658–667. Maltz, D., and R. Borker. 1982. A cultural approach to male-female miscommunication. In Language and social identity, ed. J. Gumperz, 196– 216. Cambridge: Cambridge University Press. Partanen, A-M. 2007. Styles of linguistic peer interaction of girls and boys in four small groups investigating mathematics. Journal of Philosophy of Mathematics Education, 21(2). http://people.exeter.ac.uk/PErnest/pome21/index.htm (accessed December 27, 2012) Partanen, A-M. 2011. Challenging the school mathematics culture, an investigative small-group approach – Ethnographic teacher research on social and sociomathematical norms. PhD diss., University of Lapland, Finland. Rosenholtz, S. 1985. Effective schools: interpreting the evidence. American Journal of Education, 93: 352–388. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 155 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Beauty as fit: An empirical study of mathematical proofs Manya Raman Umeå University Beauty has been discussed since ancient times, but discussions of beauty within mathematics education are relatively limited. This lack of discussion is surprising given the importance of beauty within the practice of mathematics. This study explores one particular metaphor of beauty, that of beauty as fit, as a way to distinguish between proofs that are considered beautiful and those that are not. Several examples are examined, supported by empirical data of mathematicians and mathematics educators who judged and ranked different proofs in a seminar on mathematical beauty. Keywords: beauty, fit, proof, mathematician, mathematics Introduction The idea of beauty as fit is an ancient one. It was touted by the Stoics, who defined beauty as “that which has fit proportion and alluring color.” (Cicero, as quoted in Tatarkiewicz 1972) and the Pythagoreans who claimed, “order and proportion are beautiful and fitting” (Aristotle, as quoted in Tatarkiewicz 1972). The metaphor persists to modern times. Beardsley described one essential characteristic of aesthetic experience to be “a feeling that things are working or have worked themselves out fittingly” (Beardsley 1982). This metaphor of beauty as fit can be found not only in the arts, but also in mathematics, as Hardy famously asserted, “The mathematician’s patterns, like the painter’s or the poet’s must be beautiful; the ideas like the colours or the words must fit together in a harmonious way” (Hardy 1967). And Sinclair (2002) discusses some of the ways that her sense of fit guided her in the process of discovering a proof of Napoleon’s theorem. That fit can be used productively as a metaphor seems clear, but we still know little about what fit means in mathematics, whether it has different connotations in different contexts, and why the notion of fit might have anything to do with beauty, or aesthetic preference more generally. The focus on aesthetics in mathematics education is not new. In the 1970s Papert (1978) suggested that mathematical thinking consists of three processes: cognitive, affective, and aesthetic. At the time of his writing, only the first of these was a serious area of research. Now, there has been substantial process made also on the second. Aesthetics remains under-researched, despite an attempt in the 1980s to jump-start the field (Dreyfus and Eisenberg 1986). In recent years there has been a bit of activity in the field, mostly due to Nathalie Sinclair. One purpose of this paper, part of a larger project conducted in cooperation with Lars-Daniel Öhman, a mathematician at Umeå University, is to try to contribute to the momentum generated from her work. One of Sinclair’s main contributions (see e.g. Sinclair 2004) has been to shift the focus away from judgements of mathematical objects (such as proofs) towards a more holistic account of the role that aesthetics can play mathematical practice, three From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 156 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 of which she identifies as generative, motivational, and evaluative. While this is an important shift, the paper here concerns only the evaluative aspect, or in particular what makes a particular proof beautiful. The reason for this focus is that it seems difficult to move forward with any serious research program on aesthetics without nailing down what is meant by mathematical beauty in the first place. This brings us back to the metaphor of beauty as fit. Fit is by no means the only metaphor used for beauty. Others include unity, perfection, moderation, and metaphor itself (see Tatarkiewicz 1972 for an excellent account of the history of these and other accounts of beauty). Yet, the metaphor seems productive, in ways we will discuss below, and working mathematicians refer to it when making judgements about the beauty of mathematical proofs. In other words the metaphor is persistent enough that it seems important to try to understand exactly what it means. The goal of this paper is to try to clarify at least some of the roles of fit in the context of mathematical proof. We will discuss below, though two examples of proofs: (i) what does it mean for a proof to fit a theorem, and (ii) what different types of fit a beautiful proof might possess. The analysis of proofs is supported by data collected in a year-long seminar on mathematical beauty, attended by mathematicians and mathematics educators who provided their own subjective judgements about the aesthetic values of the different proofs. Examples Pythagorean theorem Let c be the length of the hypotenuse of a right triangle T0, and let a, b be the lengths of the remaining two sides. Then the sum of the areas of the squares constructed on sides a and b of T0 equals the area of the square constructed on the hypotenuse, or symbolically a2 + b2 = c2. The first example we will consider is the Pythagorean Theorem. This is a familiar theorem, for which most mathematicians will know many different proofs, and most likely have a favourite. Below we present one proof, from Euclid VI. 31, that is fairly familiar and among those that the mathematicians in our seminar preferred, and a second proof which might be new for many people and which proved to be less popular. We begin with the proof from Euclid. b c d a Figure 1 First proof. Consider Figure 1. The line d is perpendicular to c, and intersects the vertex of the triangle. Let T1 be the right triangle with hypotenuse a and side d, and let T2 be the right triangle with hypotenuse b and side d. Clearly, by the principle of conservation of area, the sum of the areas of T1 and T2 equals that of T0. We can, of course, consider these three triangles as being constructed on either side of the original triangle. Also, by standard congruences (two shared angles), all the triangles T0, T1 and T2 are congruent. Scaling a figure F in the plane by a linear factor k changes the area of F by a factor k2. Therefore, if the theorem holds for any set of congruent plane figures constructed on either side of the original triangle, it holds for all such sets of congruent plane figures. As observed above, From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 157 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 the theorem holds for congruent right-angled triangles, and therefore holds for any set of congruent figures, in particular, squares. The missing algebra establishing that it is indeed the equation a2 + b2 = c2 that follows from the scaling considerations can be presented in the following manner: The linear scaling factor from T1 to T2 is b/a, from T2 to T0 is c/b and so on. If we let Si be the area of Ti, for i = 0, 1, 2, it follows that S0 = S1 + S2 = (a/c)2 S0 + (b/c)2 S0, from which we get c2 = a2 + b2 by cancelling S0 and multiplying through by c2. Second proof. Suppose we have the subtraction formulas for sine and cosine: (1) cos(α − β) = cos(α) cos(β) + sin(α) sin(β) (2) sin(α − β) = sin(α) cos(β) − cos(α) sin(β). Suppose that α is the angle opposite to side a, and β is the side opposite to side b, and without loss of generality that 0 < α ≤ β < 90◦ . We now have cos(β) = cos(α − (β − α)) = cos(α) cos(β − α) + sin(α) sin(β − α) = cos(α)(cos(α) cos(β) + sin(α) sin(β)) + sin(α)(sin(α) cos(β) − cos(α) sin(β)) = (cos2(α) + sin2(α)) cos(β), from which it follows that cos2(α) + sin2(α) = 1, since cos(β) is the ratio between one leg and the hypotenuse of a right triangle, and as such is never zero. The theorem now follows from the definitions of sine and cosine and scaling. In our seminar, these two proofs were presented along with six other proofs of the theorem. Members of the seminar, both mathematicians and mathematics educators were asked to rank the proofs from those they liked best to least, and to write a word to describe what they thought of the proofs (e.g. beautiful, nice, slick). The reason for posing the task as such was to separate the issues of preference and beauty: one might like a proof for other reasons than its aesthetic appeal, and there are words similar to beauty (like elegance) that might have a distinctly different connotation. The pilot data show that proof 1 above was preferred to proof 2 for all the mathematicians and one of the mathematics educators. The words used to describe the first proof included, “simple”, “beautiful”, and “conceptually correct”, while the words used to describe the second proof included “ugly”, “clever”, and “unnatural”. One of the mathematics educators also preferred proof 1, but the reasons given by the other two for preferring proof 2 was that it was easier for them to follow, having just seen the area argument for the first time and not grasping it entirely. The point of this first example is to distinguish a proof that our mathematicians agreed fits a theorem (the first proof) from the one that does not (the second). The mathematicians suggested that the reason the first one fits is that it gets directly to what the Pythagorean theorem is about. With a very simple algebraic calculation one can check that the sum of the similar squares behaves the same way as the sum of the similar triangles, which conveniently both lie on the three sides of the triangles and also make up the interior (so one can easily see that the sum of the first two is the same as the second.) The proof is both economical – it doesn’t involve outside information, as the second proof using trigonometry does – and it is transparent– once you see the idea of the proof you immediately see why the conclusion of the theorem follows. In contrast, the second proof, while neat or perhaps new to the reader, involves extraneous information: the Pythagorean relationship falls out of the calculation, but one does not have a sense of why the theorem holds. The proof appears like a trick, a set of algebraic manipulations which From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 158 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 give you the result while keeping you in the dark. This proof, while having some aesthetic merits, was not considered by our mathematicians to be beautiful. Pick’s theorem Let A be the area of a lattice polygon, let I be the number of interior lattice points, and let B be the number of boundary lattice points, including vertices. Then A = I + B/2 − 1. The second example we will consider is Pick’s theorem, which gives a simple formula for calculating the area of a lattice polygon, that is a polygon constructed on a grid of evenly spaced points. The theorem, first proven by Georg Alexander Pick in 1899, is a classic result of geometry. An interior (lattice) point is a point of the lattice that is properly contained in the polygon, and a boundary (lattice) point is a point of the lattice that lies on the boundary of the polygon. We will assume two facts as lemmas, first that it is always possible to triangulate a polygon (see Figure 2 as an example), and the second that each of the elementary triangles has area ½. There are many proofs of this theorem, but the one below is considered to be among the most beautiful (see Raman and Öhman (2011) for another beautiful proof). Figure 2: A triangulated lattice polygon Proof sketch. For space reasons we sketch the proof below and refer to Aigner and Ziegler (2009) for details. The idea of this proof is to conceive of the triangulated lattice polygon as a polyhedron, with each triangle as a face, and the outer area (outside of the boundary of the polygon) as a face. We can count the number of edges in two different ways: 3 N = 2 eint + ebd. where N is the number of triangles, eint is the number of interior edges, and ebd is the number of boundary edges. Note that we are overcounting the edges on both sides, but by the same amount, namely the number of edges that are shared by neighbouring triangles. Next, we apply Euler’s formula, V + F - E = 2, where V = number of vertices, F = number of faces, and E = number of edges. For our polyhedron, V = I + B, F = N + 1, and E = eint + ebd. Using substitution and algebra, one can now arrive at the formula A = I + B/2 -1. The point of this proof is to show that proofs can “ fit” in at least two different ways. Proof 1 of the Pythagorean theorem, above, fits the theorem in a way which we will label as “internal fit”, meaning that the proof directly illuminates what the theorem is about, providing a sense of why the theorem is true. The proof of Pick’s theorem above fits in a way we will label as “ external fit”, meaning that the proof derives its beauty from the way it is connected to a family of other theorems, in this case the theorems that can be proven using Euler’s theorem (and this particular case is a surprising application of that theorem.) This kind of fit does not convey meaning or explanation, per se, but links the theorem, through the proof, to a class of theorems not previously thought to be related. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 159 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Discussion We now return to the question of fit: what does it mean for a particular proof to fit a particular theorem? Our analysis above indicates that there are at least two types of fit— internal fit and external fit— that can both potentially give rise to the sensation of beauty. We are far from proving that the relationship always holds, that is to say that fit and beauty are always coupled. In fact, looking at the empirical data we see that some people prefer proofs that we claim do not have fit. The reason for this mismatch might arise from the fact that judgements of mathematical beauty must be linked to understanding. If one does not understand a particular proof, one cannot judge it as beautiful. So it is difficult to say exactly how fit and beauty relate, except to say there seems to be some correlation among people with a particular level of understanding. Another potential lesson from this short exploration is that we should distinguish between (1) a proof having a particular sort of fit to a theorem; and (2) whether a particular person can see the fit. The first feature could be objective while the second one is subjective. These two features are often confused, giving rise to the knee jerk “beauty is in the eye of the beholder” type attitude. Making a distinction between whether a proof is beautiful and whether a person can grasp that beauty can help explain phenomena such as why mathematicians judge different proofs to be beautiful, or why mathematicians and non-mathematicians do the same, without drawing a necessary conclusion that mathematical beauty is subjective. Moreover, the metaphor of ‘fit’ suggests a more objective view of beauty might be warranted— whether a proof is appreciated as beautiful is a subjective claim, but whether a proof fits a theorem, which relies more on the nature of the proof than our perception of it, is a more objective one. References Aigner, M., and G. Ziegler. 2009. Proofs from THE BOOK (4th ed.). Berlin, New York: Springer-Verlag. Beardsley, M. C. 1982. The aesthetic point of view. Selected essays. Ithaca: Cornell University Press. Dreyfus, T., and T. Eisenberg. 1986. On the aesthetics of mathematical thought. For the Learning of Mathematics, 6(1): 2-10. Hardy, G. H. 1967/1999. A mathematician’s apology. New York: Cambridge University Press. Papert, S. 1978. The mathematical unconscious. In On aesthetics and science, ed. J. Wechsler, 105-120. Boston: Birkh•auser. Raman, M., and L.-D. •Öhman. 2011. Two beautiful proofs of Pick’s Theorem. Proceedings of Seventh Conference of European Research in Mathematics Education. Rzeszow, Poland. Feb. 9-13. Raman, M., and L.-D. Öhman. (In prep). Beauty as fit: A mathematical case-study. Sinclair, N. 2002. The kissing triangles: The aesthetics of mathematical discovery. International Journal of Computers for Mathematical Learning 7: 45-63. Sinclair, N. 2004. The roles of the aesthetic in mathematical inquiry. Mathematical Thinking and Learning, 6(3): 261-284. Tatarkiewicz, W. 1972. The great theory of beauty and its decline. The Journal of Aesthetics and Art Criticism, 31(2): 165-18. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 160 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Making sense of fractions in different contexts Frode Rønning Sør-Trøndelag University College and Norwegian University of Science and Technology, Trondheim, Norway This presentation is based on a study of 20 pupils, aged 9-10, in a Norwegian primary school. The pupils were exposed to two, rather different, classroom situations and in both situations the concept of fraction was central. The pupils were given tasks and in order to accomplish these tasks it was necessary to make sense of fractions in some way. An interesting observation is how the presence of different mediating artefacts influences the pupils’ meaning making. Keywords: Fractions, semiotic representations, mediating artefacts. The classroom episodes The first episode takes place in the pupils’ regular classroom, which is quite large and holds an area furnished as a kitchen at one end. There are 20 pupils in the class and the pupils come in groups of five to the kitchen area to do a particular task, making batter for waffles. This task involves measuring out a number of ingredients (milk, flour, butter) and in this paper I am particularly interested in what happens when the pupils measure out 15 decilitres of milk. The milk comes in boxes marked “1/4 liter2”, and the pupils have measuring beakers available that can take 1 litre. The beakers are transparent, with a scale marked “1 dl, 2 dl, …. 9 dl, 1 lit” from bottom to top. The second episode takes place some time later. In this episode the pupils receive a task sheet with drawings of red and blue milk boxes of equal size and with the information that a blue box contains 1/3 litre of milk and a red box contains 1/4 litre. Here the standard fractional notation with a horizontal bar is used. In this text I will use the fraction notation a/b to save space. On the task sheet the following four situations are described: A: Three blue boxes, B: Four blue boxes, C: Four red boxes, and D: Three red boxes. The following questions are given: Which box, red or blue, contains most milk? Which situation, A, B, C or D, represents the largest quantity of milk? And which situation represents the smallest quantity of milk? Are there any situations with the same amount of milk? How many decilitres of milk are there in situation D? You need 15 decilitres of milk and you have boxes containing 1/4 litre, hence red boxes. How many boxes do you need? The pupils have only pencil and paper available and no concrete material. The 20 pupils are grouped in the same way as in the first episode and each group leaves the rest of the class to join me in an adjacent room to work with the task for about 30 minutes. Both episodes were video recorded and the video footage constitutes the most important data for the analysis. Video recordings have been transcribed, first in Norwegian, and later parts of the transcriptions have been translated into English. In addition there exist notes and drawings made by the pupils in the second episode. 2 Norwegian spelling of litre From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 161 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The most important research questions for the study are: how do the children make sense of fractions given with different representations, and, in what ways will mediating artefacts influence the children’s sense making of fractions? Theoretical framework The study reported on in this paper is concerned with pupils applying and developing mathematical knowledge in different settings, which calls for a stance that knowledge is situated (Lave and Wenger 1991). Closely related to this is also the idea that the knowledge depends on the sociocultural artefacts that mediate between stimulus and response (Wertsch 1991). I will use the term artefacts to denote both physical tools, such as measuring devices that are used in the described situations, and psychological tools, such as language and signs. All the artefacts involved are considered as cultural tools, containing both psychological and physical aspects (Säljö 2005/2006, 28). My analysis of the pupils’ work in the two situations rests heavily on semiotic theory. The concept of sign is fundamental, and according to Peirce [a] sign is a thing which serves to convey knowledge of some other thing, which it is said to stand for or represent. This thing is called the object of the sign; the idea in the mind that the sign excites, which is a mental sign of the same object, is called the interpretant of the sign. (Peirce 1998, 13, emphasis in original) A sign has two functions, a semiotic function; “something that stands for something else”, and an epistemological function, indicating “possibilities with which the signs are endowed as means of knowing the objects of knowledge” (Steinbring 2006, 134). All mathematical objects are abstract but, despite this, mathematical concepts and the signs representing them are used to refer also to real life situations. A sign or symbol can therefore be thought of as representing a mathematical concept as well as a concrete object or reference context. This is visualised in The Epistemological Triangle (Steinbring 2006, 135) shown in Figure 1 below. Object/reference context Sign/symbol Concept Figure 1: The epistemological triangle The relations in the Epistemological Triangle are largely conventional and in a learning process these relations are in development. In a given situation meaning is created through mediation between the sign/symbol and object/reference context. This means that the system is continuously in development based on interaction between pupil/s and teacher. According to Steinbring “[t]he links between the corners of the epistemological triangle are not defined explicitly and invariably, they rather form a mutually supported, balanced system” (Steinbring 1997, 52). Analysis of the two episodes Although the two episodes can be said to deal with largely the same mathematical topic they are very different in their context. Even though the first episode takes place in a mathematics lesson it is very close to an everyday context. Both the task itself From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 162 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 and the artefacts that are used are of a nature that the children will recognise from their daily life experiences. The purpose of the task is also of a very practical character. The pupils were supposed to make the batter for the waffles and later in the day they were going to cook the waffles and eat them together with other pupils at the school. In the second situation the task is of a nature which could be said to be typical for a school task. Although it makes reference to daily life artefacts (milk boxes) the milk boxes are only imaginary and it had no practical consequences whether the task was correctly solved or not. Making sense of the symbol 1/4 liter In the first episode most pupils noticed the text “1/4 liter” on the milk boxes and they started to discuss the meaning of this sign. Several suggestions were offered for the meaning of the sign. Here are some examples: “One four litres”, “One comma3 four litres”, “four and a half litres”, “one and a half litres”. Some of the suggestions are combined with common sense such as when the teacher challenges the proposal that it is 4.5 litres in one box the pupils suggest that it must be decilitres, because, as one pupil says, “it isn’t even half a litre”. In one of the groups Jessica suggests that one box contains “one comma four” (i.e. 1.4) litres and James follows up by suggesting that it will be 2.8 if they take two boxes. If they had relied on counting in this way they would not have obtained the desired amount of milk but Ellie points to the fact that there is an empty measuring beaker on the table which they can use. Jessica had not seen this in the first place, but being made aware of it she and James start pouring milk into the measuring beaker. Now the scale of the measuring beaker takes over the role as a sign connecting the amount of milk to the boxes (reference context). This new sign renders the original sign 1/4 liter obsolete and the pupils no longer have any need to make sense of this sign. On the video one can see that the pupils follow closely the level of milk rising in the measuring beaker when they pour in the fourth box and they show no sign of making a connection between the fact that they have used four boxes and that the scale shows 1 litre. Jessica says that “we need to have five more decilitres”. Now they pour the milk into the bowl with the flour and fetch another box of milk. Jessica pours in the content of the box into the now empty measuring beaker and says “three decilitres” while looking and pointing at the scale. During this process I ask how much there is in one box. Jessica looks at the sign 1/4 liter and says “one comma four litres”. The measuring task has now been completed without ever making correct sense of the sign 1/4 liter. When I ask them how many boxes they have used they present the answer “six” which is obtained by counting the empty boxes. The excerpt below shows how Jessica works only in the realm of decilitres and the number of boxes only comes in because it is explicitly asked for by me, not because it is necessary to complete the task. 3 Jessica: Three, four, five six. Have you thrown away any? Ellie: Me. No. Jessica: OK, then we have used six. Frode: Six, to get 15 decilitres? Jessica: Yes, we had 10 before, and then we took five now. In Norwegian “comma” is used for the decimal point, so “one comma four” would be 1.4. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 163 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 My interpretation of this episode is that during the process the measuring beaker has been introduced as a new sign, replacing the sign given in fractional notation, and the mediation of the concept 15 dl takes place between the scale of the measuring beaker and the milk boxes instead of between the sign 1/4 liter and the milk boxes. The effect of the measuring beaker can be seen also in the reasoning of Joseph and Thomas, who were urged by the teacher not to use the measuring beaker. Joseph: Ohh. A quarter of a litre, that is … a quarter … ten decilitres is one litre. We have to have three of these then, then it will be. Five of these I think … no not five. How much should we, Thomas, if we take three of these, no four, then it is one litre and we want fifteen decilitres, and that is, and ten decilitres that is one litre. But how many more than four do we have to take then? Thomas: Then we have to take four, and then we have to take … two Joseph: Then we have two, and ten decilitres here. And then it is fifteen. The excerpt above shows that 1/4 is replaced by “a quarter” and that “four plus two boxes” will equal one and a half litre. Without the measuring beaker the sign 1/4 is given meaning in order to solve the task. Which box, red or blue, contains most milk? This is the first question on the sheet given to the pupils in the second episode. Here the reference context is taken to be the pictures of the coloured, equally sized, boxes and the sign is given in the standard fraction notation, such as in Figure 2. 1 3 Volume of one box Figure 2: The epistemological triangle for the volume To compare the volume of the red box to the volume of the blue box the only available representation is the symbol given as a fraction. The reference context gives no information about the relative size of the boxes. The pupils soon agree that 1/3 > 1/4 and to justify their argument they create a new reference context in terms of a rectangle divided in strips. An example is shown in Figure 3. The drawings are not made to match the actual situation but I interpret that the drawings are meant to show that when m > n, 1/m < 1/n. This interpretation is supported by a statement from one of the pupils saying, “the larger the number below, the smaller is the actual part”. Figure 3: Comparing fractions From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 164 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 How many boxes to get 15 dl? In Episode 1 the pupils relied on the measuring beaker to get the correct amount of milk, except Joseph and Thomas who were encouraged to manage without it. In Episode 2 the option of using a measuring beaker, or any other physical artefact, is not there, so the pupils have to rely on making sense of the signs. I have previously described how the group with Jessica and James completely depend on the scale of the measuring beaker to get 15 dl in Episode 1 and that they answer the question about how many boxes they have used by just counting the empty boxes. Below is part of the dialogue when the same group solves the problem of getting 15 dl in Episode 2. Jessica: Five, ten, fifteen. It will be three Ellie: So it is three Frode: OK, five, ten, fifteen. That is three Ellie: It is just like in D, one, two, three Jessica: Three boxes, it will be three boxes James: Three boxes, no, we should have fifteen Ellie: We are not supposed to have fifteen boxes, but fifteen decilitres Jessica: Yes, and each box takes two and a half decilitres Emily: Couldn’t we… Jessica: I did not understand this Ellie: Me neither Emily: Two comma five, two comma five, that is five, and then we have five three times in fifteen, and then it is two for each, so it is six Ellie: OK, but then I did not understand anything … Emily: Every five is two boxes, so it is three, therefore six. After some initial confusion Emily comes up with a solution by converting 2 times 2.5 to 5 and then 3 times 5 to 15. Then she finds the number of boxes, 6, by taking 2 times 3. Compared to the solution by Joseph and Thomas presented before there are similarities but also differences. Both solutions entail building up the total amount using a multiplicative procedure but in different ways. Joseph and Thomas find that 4 boxes equal 1 litre and that they need 2 more to get 15 dl = 1.5 litre. This reasoning was repeated by Joseph in Episode 2 when he said about Situation C (where there are 4 boxes of 1/4 l): “C is one litre, which is ten decilitres. Then I need half of C again, and that is two and therefore it is six. Two plus four is six.” Both solutions involve two steps, where the first step establishes a relation between a number of boxes and a number of decilitres that is easy to handle further to get 15. Presented in a table the two solutions can be illustrated as shown in Tables 1 and 2 below. Boxes Dl 4 10 4+(half of)4= 15=10+(half of)10= 4+2=6 10+5 Table 1: Joseph’s solution Boxes dl 2 5 3x2=6 15=3x5 Table 2: Emily’s solution From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 165 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 The solutions shown in Tables 1 and 2 end with the answer six boxes as a result of a process where the symbol “1/4 liter” plays a crucial role. Joseph, in accordance with his reasoning in Episode 1, connects 1/4 with “a quarter” and “four quarters equal one whole (litre)”. Emily links decimal notation to fractional notation, 2.5 dl = 1/4 l, and then she uses 5 dl as a starting point to count 5-10-15. In Episode 1 the presence of the measuring beaker made the interpretation of the symbol 1/4 liter redundant. Instead of 1/4 liter being the sign that mediates between boxes and decilitres the scale of the measuring beaker was used as the mediating artefact. The scale functions as an indexical sign (Peirce 1998) that has a real connection to the object that it represents, namely the milk in the measuring beaker. Further analysis of the two situations described in this paper can be found in Rønning (2010 and in press). References Lave, J., and E. Wenger. 1991. Situated learning: Legitimate peripheral participation. Cambridge: Cambridge University Press. Peirce, C. S. 1998. The essential Peirce. Selected philosophical writings. Vol. 2 (1893-1913). (Edited by the Peirce Edition Project). Bloomington, IN: Indiana University Press. Rønning, F. 2010. Tensions between an everyday solution and a school solution to a measuring problem. In Proceedings of the Sixth Congress of the European Society for Research in Mathematics Education. January 28th - February 1st 2009, Lyon, France, eds. V. Durand-Guerrier, S. Soury-Lavergne, and F. Arzarello, 1013-1022. Lyon: INRP. ––– in press. Making sense of fractions given with different semiotic representations. Paper to be presented at the Eighth Congress of the European Society for Research in Mathematics Education, February 2013. Säljö, R. 2006. Læring og kulturelle redskaper. Om læreprosesser og den kollektive hukommelsen (S. Moen, Trans.) [Learning and cultural tools. On processes of learning and collective memory]. Oslo: Cappelen Akademisk Forlag. (Original work published 2005). Steinbring, H. 1997. Epistemological investigation of classroom interaction in elementary mathematics teaching. Educational Studies in Mathematics, 32: 49-92. ––– 2006. What makes a sign a mathematical sign? An epistemological perspective on mathematical interaction. Educational Studies in Mathematics, 61: 133162. Wertsch, J. V. 1991. Voices of the mind. Cambridge, MA: Harvard University Press. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 166 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Developing statistical literacy with Year 9 students: A collaborative research project Dr Sashi Sharmaa, Phil Doyleb, Viney Shandilc and Semisi Talakia’atuc a The University of Waikato; bThe University of Auckland; and cMarcellin College Despite statistical literacy being relatively new in statistics education research, it needs special attention as attempts are being made to enhance the teaching, learning and assessing of this strand. It is important that teachers are aware of the challenges of teaching and assessing of this literacy. In this collaborative research study, two cycles of teaching experiments were carried out in two year 9 classes. The data set consisted of audio and video-recordings of classroom sessions, copies of students’ written work, audio recorded interviews conducted with students, and field notes of the classroom sessions. The results shed light on tools and techniques which the research team used to help students develop critical statistical literacy skills. The findings have implications for teaching and further research. Key words: statistical literacy, high school students, collaborative research, teaching experiments, relevant contexts, data based arguments Introduction Every day, people all over the world are bombarded with a complex array of numbers and statistics (Budgett and Pfannkuch 2010; Gal 2004;Paulos, 2001; Schield, 2010). For example, statistics of opinion polling, business, employment and health regularly appear in the news media and research reports. According to a number of educators (e.g. Best 2001; Gal 2004; Paulos 2001), people without statistical literacy may be misled or have difficulty in interpreting and critically evaluating such messages. Best (2001) writes that consumers need to understand that statistics is a social construct and that people debating social problems may chose statistics selectively and present them to support their point of view. For example, gun-control advocates may be more likely to report the number of children killed by guns, whereas opponents of guncontrol may prefer to count citizens who use guns to defend themselves from attack. However, people often choose to rely on an author’s interpretation and seem not to engage adequately with such information. The importance of statistics in everyday life and workplace have led to calls for an increased attention to statistical literacy in the mathematics curriculum (Ministry of Education 2007; Schield 2010; Shaughnessy 2007; Watson 2006). Schield (2010) argues that one of the most important goals for teaching statistics in schools is to prepare students to deal with the statistical information that increasingly impacts on their lives. More specifically, critical stance (Gal 2004) - the ability to take and evaluative stance with respect to statistical flaws and biases contained in media, marketing and financial reports - is of vital importance in the quest for statistical literacy. In New Zealand, Begg et al. (2004) have called for a greater emphasis to be placed on statistical literacy in the curriculum so that students can become active and critical citizens. The use of the term statistical literacy is much more explicit in the From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 167 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 new curriculum document with the addition of statistical literacy achievement objectives (Ministry of Education 2007). Additionally, schools are being asked to prepare students to be flexible thinkers, lifelong learners, and to manage complexities of an uncertain world (Ministry of Education 2007). They need to think for themselves when faced with contradictory information from diverse sources and contexts (Gal 2004; Paul 2011). Watson (2003) stated that in this century decision making for all citizens is likely to be made based on the critical thinking skills derived from the statistical literacy strand. Gal (2004) sees statistical literacy as the need for students to be able to interpret results from studies and reports and to be able to pose critical and reflective questions about those reports. Gal would like students to come away from a statistical literacy class with an ability to evaluate statements from reports and ask a set of questions such as: Where did the data come from? What kind of study is it? According to Watson , statistical literacy is the “ meeting point of the chance and data curriculum and the everyday world, where encounters involve unrehearsed contexts and spontaneous decision-making based on the ability to apply statistical tools, general contextual knowledge, and critical literacy skills” (2006, 11). Clearly, the type of statistical literacy that Gal (2004) and Watson (2006) propose is different from just being able to read and evaluate data and graphs. Aspects of Gal’s notion of statistical literacy have been incorporated in the New Zealand Curriculum. It is interesting to see terms like statistical thinking and statistical literacy in the revised curriculum document as well as notions of critical thinking in the key competencies and descriptions of effective pedagogy (Ministry of Education 2007). However, many of the theories and developments of statistics education are still very new. It is not clear how many teachers are aware of the theories and developments in statistics education and how many teachers understand teaching as inquiry and the implications of research in their classrooms. For instance, there may be a match/mismatch between the stance taken by the current curriculum towards statistical literacy and what teachers understand of statistical literacy (Doyle 2008). Research in New Zealand and overseas (Garfield and Ben-Zvi 2008; Hill, Rowan and Ball 2005; Hunter 2010) has consistently acknowledged the importance of the teacher in student learning. A key theme of Effective Pedagogy in Mathematics/Pāngarau Best Evidence Synthesis Iteration [BES] is that “quality teaching is not simply a matter of ‘knowing your subject’ or ‘being born a teacher” (Anthony and Walshaw 2007, 4). There is a need for quality professional development in secondary schools to make sure that good practice occurs in as many classrooms as possible. Teachers need to become fully conversant with the theory to participate in the research process. A design research approach allows researchers and teachers to work together within a research process in which researchers and teachers work together to explore student learning. The research approach According to Bakker (2004), statistical ideas need to be developed slowly and systematically using carefully designed sequences of activities in appropriate learning environments, which challenge students to explore, conjecture and evaluate their reasoning. One way to develop these sequences of activities is through a researchand-development process called design research (Cobb 2000). Design research is cyclic with action and critical reflection taking place in turn. There are benefits for From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 168 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 teachers and researchers undertaking such research. In this type of collaborative research the teacher is involved in the whole process and takes part in posing questions, collecting data, drawing conclusions and writing reports. Research design and data collection methods The following inter-related research questions guided our study: How can we support students to develop statistical literacy within a data evaluation environment? How can we develop a classroom culture where students learn to make and support statistical arguments based on data in response to a question of interest to them? What learning activities and tools can be used in the classroom to develop students’ statistical critical thinking skills? Preparation for the teaching experiment This phase consisted of literature review (statistical literacy, teaching experiment) and the first attempt at reformulating a teaching sequence. Then, the research team proposed a sequence of ideas, skills, knowledge and attitudes that they hoped students would construct as they participate in activities. The team planned activities to help move students along a path towards the desired learning goals. As part of the activities, students evaluated statistical investigations or activities undertaken by others including data collection methods, choice of measures and validity of findings (Ministry of Education 2007). The team envisioned how dialogue and statistical activity would unfold as a result of planned classroom activities. The teaching took place in regular classrooms and as part of mathematics teaching. The teaching activities were spread over up to two weeks to suit the school schedule. The research team was involved in designing, teaching, observing and evaluating sequences of activities. There were two cycles of teaching experiments. The goal was to improve the design by checking and revising conjectures about the trajectory of learning for both the classroom community and the individual students. Students’ thinking and understanding was given a central place in the design and implementation of teaching eight lesson in each cycle. The research team performed a retrospective analysis after each lesson to reflect on and redirect the learning. In addition the team performed analysis of the unit after an entire teaching experiment has been completed. The continually changing knowledge of the research team created continual change in the learning sequence. Data Collection The data set consisted of video-recordings of classroom sessions conducted during the design experiment, copies of all the students’ written work, audio recorded miniinterviews conducted with students, and field notes of the classroom sessions. Semistructured interviews were also conducted while the design experiment was in progress, with six groups of three students. These interviews were scheduled after class sessions and focused on students’ interpretation of classroom events with a particular emphasis on the identities they were developing as consumers of statistics. . Each teacher-researcher kept a logbook of specific events that took place during the data collection period. The team was engaged in conscious reflection and evaluation of situations as they unfolded. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 169 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Data Analysis The research team read the transcripts, watched the videotapes, and formulated conjectures on students’ learning on the basis of episodes identified in the transcripts and video. The generated conjectures were tested against other episodes and the rest of the collected data. Results Statistical literacy is more than the ability to do calculations and read tables and graphs. Our findings show that students are actually quite good at this. Students were able to interpret and critically evaluate statistical information and data related arguments. Additionally, they were able to discuss and communicate their understanding and opinions to others. Students can be exposed to critical questions in statistics as reflected in the following student quote: The simplest question I want to ask is how they got the information. Now that we have talked about statistic … and now that we probably understand a bit about statistics, I would want to ask how they got the information We noticed that literacy skills are critical in the development of statistical literacy. Students were required to communicate their opinions clearly orally and in writing. Students in the class were of different language abilities and needed to interact in order to improve the group’s statistical communication. This presented various demands on students’ literacy skills as indicated in the following student quote: Because usually, like in normal maths, we don’t use literacy … like we use addition, subtraction but we actually have some kind of literacy for the things we do in statistics. The classroom discourse was important for statistical literacy. Most of our classroom activities included group and whole class discussion of the data. This typically involved a small group activity in which the students worked on problems together and then reported back to the whole class. The two teachers took time to remind the students how to work in groups (e.g. how to agree and disagree and how to present to the class). Our results show that students can be taught how to question and challenge in respectful ways as part of classroom discourse. Students found group work useful: When you are working alone you just get one point of view and when you are working in a group you get different perspectives of other ideas … how other people are thinking, learning in class Context is an important component of statistical literacy. Our findings show that students need exposure to both familiar and unfamiliar contexts. Engagement with context helps students develop higher order thinking skills. However, our results show that some contextual knowledge may be a barrier for some students. This is revealed in the journal entry below: My students found the language used in the Hans Rosling video difficult to understand. I had to show the clip a couple of times. Some students even questioned why I was using this clip.. Teachers were able to address this in two ways. The first was to start from familiar contexts before moving to unfamiliar contexts. The other was to use contexts From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 170 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 of interest to the students. This involved handing over some of the control and planning of lessons to students. Teachers had an important role in the construction of a purposeful classroom environment. Teachers needed to guide the pedagogical setting so statistically relevant aspects were discussed Limitations and implications for teaching and research The limitations of design research can relate to technical and human aspects. On the technical side, the recording devices used in the study may not have captured everything that was said by the students and the teachers. On the human side, interview data may be subjective, hence has limitations associated with reliability. Students’ views, during interviews in particular, may have been influenced by our unequal relationship. Their teachers assessed their work, so during the interviews, students may have said things they thought we wanted to hear. Another human limitation relates to researcher prejudices and biases. Since we were both the practitioners and the researchers, data collection and analysis could have been affected by our predispositions and partiality. Major implications for practice and research that can be drawn from this study are discussed below. We envision statistical literacy going beyond calculations. It is more than the ability to do calculations and read tables and graphs. Students should be able to interpret and critically evaluate statistical information and data related arguments. Additionally, they should be able to discuss and communicate their understanding and opinions to others. This has potential consequences in how the teaching of statistical literacy might be altered for greater effectiveness. For example, ample class time should be spent on discussion and reflection rather than presentation of information. As well as statistical knowledge, literacy knowledge and skills are important for statistical literacy. Since all statistical messages are conveyed through written or oral text the understanding of statistical messages requires the activation of various literacy skills. Additionally, students are required to communicate their opinions clearly orally or in writing so others can judge the validity of their arguments. These present various demands on students’ literacy skills. Teachers need to help students access information. We believe that the nature of the learning environment and classroom culture are major contributors to success for students, and teachers need to put a high priority on building a classroom climate that positively engages all students. Students need to understand the importance of sharing their opinions in order to advance their statistical ideas. It would be valuable for teachers to help students reflect on the purposes of explaining and justifying their thinking to others The ability to interpret and critically evaluate reports that contain statistical elements is paramount in our information laden society. Teachers need to give students some basic foundations for critiquing and evaluating statistically based information that they encounter in daily life. We assume that students can be taught these reasoning skills through using media articles as a springboard into learning about how to evaluate these reports. Consequently they will become familiar with a list of worry questions and apply them to real life examples without prompting, consistent with Gal (2004). Groth (2007) argues that the relationship between educational research and teaching practice has often been stormy because researchers are often interested in theoretical aspects and general questions whereas teachers are usually interested in From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 171 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 solving problems related to situations that arise in the classroom on daily basis. We believe that a partnership between schools and universities can help strengthen cyclic flow of information. References Anthony, A, and M. Walshaw. 2007. Effective pedagogy in mathematics/Pangarau best evidence synthesis iteration [BES] Wellington: Ministry of Education Bakker, A. 2004. Reasoning about shape as a pattern in variability. Statistics Education Research Journal, 3, no. 2: 64-83. Budgett, S. and M. Pfannkuch. 2010. Using media reports to promote statistical Literacy for non-quantitative major. In Proceedings of the 8th International Conference on the Teaching of Statistics, ed. C. Reading, Ljubljana, Solvenia: International Statistical Institute and International. Association for Statistical Education. Available www.stat.auckland.ac.nz/~iase/publications.php [© 2010 ISI/IASE] Begg, A. M. Pfannkuch. M. Camden. P. Hughes. A. Noble. and C. Wild. 2004. The school statistics curriculum: statistics and probability education literature review. Auckland: Auckland Uniservices Ltd, University of Auckland. Cobb, P. 2000. Conducting teaching experiments in collaboration with teachers, In Handbook of research design in mathematics and science, ed. A. Kelly and R. Lesh, 307-333. Mahwah, NJ: Lawrence Erlbaum. Doyle, P. 2008. Developing statistical literacy with students and teachers in the secondary mathematics classroom, Unpublished masters thesis. Waikato University, Hamilton, New Zealand. Gal, I. 2004. Statistical literacy: Meanings, components, responsibilities. In The challenge of developing statistical literacy, reasoning and thinking, ed. J. B. Garfield and D. Ben-Zvi, 47-78. Dordrecht, The Netherlands: Kluwer. Groth, R. E. 2007. Reflections on a research-inspired lesson about the fairness of dice. Mathematics Teaching in the Middle school 13: 237-243. Garfield, J. B. and D. Ben-Zvi. 2008. Preparing school teachers to develop students’ statistical reasoning. In Proceedings of the ICMI Study 18 and 2008 IASE Roundtable Conference, ed. C. Batanero, G. Burrill C. Reading and A. Rossman. Joint ICMI/IASE Study: Teaching Statistics in School Mathematics, Challenges for Teaching and Teacher Education. Hill, H., B. Rowan. and D. Ball. 2005) Effects of teachers’ mathematical knowledge for teaching on student achievement. American Educational Research Journal 42: 371-406. Hunter, R. 2010. Changing roles and identities in the construction of a mathematical community of inquiry. Journal of Mathematics Teacher Education 13, 397409. Ministry of Education. 2007. The New Zealand curriculum. Wellington: Learning Media. Paul. R. 2011. Critical thinking: How to prepare students for a rapidly changing world. The Critical Thinking Foundation: USA. Paulos, J. A. 2001. Innumeracy: Mathematical illiteracy and its consequences. New York: Hill and Wang. Watson, J. M. 2006. Statistical literacy at school: Growth and goals Mahwah, NJ: Lawrence Erlbaum. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 172 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Feedback on feedback on one mathematics enhancement course Jayne Stansfield Graduate School of Education, University of Bristol, UK and Bath Spa University UK This paper reports on changes in students’ perceptions of assessment during a Mathematics Subject Knowledge Enhancement Course (MEC). Students’ views were gathered pre- and post-MEC via an open-question questionnaire with semi-structured interviews for some. Pre- and postMEC understanding of mathematics features highly in the students’ sense of progress, but few had experienced feedback prior to the MEC. PostMEC feedback is viewed as the most useful aspect aiding their sense of progress. Keywords: summative assessment; formative assessment; feedback; understanding Introduction The Mathematics Subject Knowledge Enhancement Course (MEC) is designed for post-graduates whose degrees contain insufficient mathematical subject knowledge for direct entry to Initial Teacher Training (ITT). It aims to provide students with deep understanding of mathematical concepts and their inter-connectedness, as opposed to surface or rote learning. Understanding cannot be represented by any single or simple model (Pirie 1988). Several models exist such as Skemp’s (1979) schema, in which isolated concepts become more connected as understanding takes place. That connections are an important part of understanding is backed up by Mousley (2004), whose literature review demonstrated that development of understanding is focused on ‘connected knowing’. Hence I am using the following succinct summary as a working definition of understanding. A mathematical idea or procedure or fact is understood if it is part of an internal network. More specifically, the mathematics is understood if its mental representation is part of a network of representations. The degree of understanding is determined by the number and the strength of the connections. (Hiebert and Carpenter 1992, 67) Moreover, Hiebert and Carpenter (1992) point out that a variety of tasks are needed in order to avoid an individual task being done by rote with no understanding. On completion of the course, I am required to report on students’ readiness to progress to their ITT course. Since the inception of the MEC, I have been determined that assessment occurring throughout the course should support the students’ learning and understanding and give a sense of progress. The assessment regime is based on Black and Wiliam’s (1998) guidance for using assessment to focus on learning. A wide range of tools are used such as researching and presenting a topic of their own choice; traditional tests; writing their own test and sitting one written by a peer; posters; investigations; and others. Initially, all tasks are used formatively i.e., to aid student learning. Work is returned to students with tutor comments. Students write their response to this and then use a criterionreferenced grid to grade their work. It is only after this process that tutors give grades. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 173 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Summative, formative assessment and feedback Black and Wiliam’s (1998) opinion that formative assessment impacts positively on student learning is backed up by Higgins, Hartley and Skelton (2002) who describe how assessment methods influence the quality of learning, saying, moreover, that formative feedback resulting from assessment can lead to deep rather than surface learning and that a positive impact occurs when students ‘connect’ with the feedback. Deep learning is not an automatic consequence of feedback. According to Struyven, Dochy and Janssens, “students’ perceptions about assessment and their approaches to learning are strongly related” (2005, 336) and “a surface approach to learning is easily induced, whereas promoting the deep approach seems to be more problematic”. So, it is likely that some feedback methods will be more effective than others. Murtagh and Baker’s (2009) analysis of feedback delivery methods, “revealed explicitly that the students much welcome all of the feedback strategies that are employed across the programme” (2009, 24), whilst one-one tutorials were the most highly rated method. Orsmond, Merry and Reiling (2004) caution that, since the student learning experience is shaped by assessment, the tutor feedback and student learning should be inseparable. If they become separated the formative aspect is lost. Bailey and Garner (2010) highlight some difficulties with feedback such as it can be opaque; its purposes can be ambivalent; and practices vary between tutors. MEC tutors have been working on these issues over several years with assessment planned as an integral part of the course and moderation to ensure consistent standards of feedback. Ideally, we would use comment-only marking as suggested by Black and Wiliam (1998) but, given that summative assessment is required by the institution, the choice seems to be either to use the formative task in a summative manner or to have formative tasks and separate summative tasks, duplicating effort to find out nothing new. Indeed, Newton (2007) argues that there is no difference between the two forms of assessment, only the use to which the results are put. Taras thinks that the only difference between summative and formative assessment is timing, arguing that all assessment is in fact summative of the learning to that point and “formative assessment is in fact summative assessment plus feedback which is used by the learner” (2005, 466). In Newton’s terms, our assessment regime has been designed to prioritise formative over summative assessment, moreover “summative judgements could be derived from an aggregation of judgements made for formative purposes.” (2007, 154). Some tasks on the MEC are accepted by the students without complaint whilst, anecdotally, one in particular is often seen as not ‘valid’. This task involves writing a test for peers. Each test is taken by one other member of the cohort, i.e., each student sits a different test. They are assessed on how fully their own test covers the topic and also on their ability to answer the peer’s test. In my opinion, this task is the most valid, i.e., assessing that which it is intended to assess, of those used but less reliable, i.e., less likely to give exactly the same result if repeated. Perhaps their use of ‘valid’ could be substituted with ‘fair’. I think this process is fair because we feedback based on what we see individuals have done, need to do and could do. Yet some students perceive unfairness, perhaps because we use the results from this task to form a summative statement, and because as Taras says, this “requires reliability (of grades or classification) to take precedence over validity (of assessment)” (2005, 474). Hence, I decided to investigate what perceptions students hold of assessment, in particular what their perceptions are at the beginning and end of the MEC, not just of fairness but more generally. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 174 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Research Design/Method I planned this naturalistic investigation as a preliminary study to attempt to identify what views students hold. I wanted to minimise the effect of my own and others’ opinions in order to hear students’ views as clearly as possible. With 19 students starting the course, interviewing all was not practical. An open-question questionnaire was used to elicit views from all. This was repeated at the end of the course, slightly amended to ask about their time on the MEC. Additionally, permission was requested for use of students’ reflective logs; assessment feedback; circle-time discussions; interviews at the end of the course; and possible future interviews. 16 students completed the course of whom 10 gave permission for all of the above; 1 refused use of anything; and the rest gave varying permissions. Of the 10 students who gave full permissions, 5 were interviewed using naturalistic/semistructured interviews in order to allow opinions to be expressed freely (Gray 2009; Cohen, Manion and Morrison 2011). I attempted to choose these to be representative of the cohort in terms of gender and prior qualifications but, ultimately, the choice was made pragmatically based on who was available and would be easily accessible in the future for follow-up interviews. The pre-course answers were analysed using a generalised form of thematic analysis based on Rapley (2011). Member checking (Cohen, Manion and Morrison 2011) was performed by asking all students to code their own responses under these themes and my coding adjusted as a result. Post-course answers were then analysed using the same themes. Data analysis My focus here is on the two questions I have analysed at this point: Q1 “Describe how you knew how well you were doing in mathematics.” and Q3 “What do you think is most useful for you to know how well you are doing in mathematics?” The number of responses coded under each theme is shown in table 1 below. Theme Q1 Q3 Correct Answers 8 2 Marks 7 2 Easy/ability 3 0 Enjoyment 1 0 Understanding 8 5 Teachers 4 4 Confidence 3 2 Comparison with others 2 0 Self-help? 1 6 Reliance on method? 2 1 Lack of fear (student insisted this 1 0 is not any of above) Table 1: Pre MEC - Prevalence of themes from Q1&3 of questionnaire The table appears to show an apparent mismatch between how they knew and how they find it most useful to know. Understanding features highly in both lists. But correct marks and answers, which are highest in how they actually knew, are replaced by self-help when considering what they found most useful, raising several questions that I wish to explore in more detail, for instance who decided if the answers are From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 175 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 correct? The switch to self-help, when thinking about what is most useful, may imply, perhaps, the teachers rather than the students? One student coded “High marks in exams” as ‘Correct answers’ whilst I had coded it as ‘Marks’. It may be that the two categories are in fact one or need to be split in some different way. Only one student mentioned “feedback” which they coded as ‘Teachers’. Post-course results 13 students completed the post-course questionnaire. See table 2 below. Theme Q1 Q3 Correct Answers 2 0 Marks 6 4 Easy/ability 0 0 Enjoyment 0 0 Understanding 7 4 Teachers 1 2 Confidence 3 0 Comparison with others 1 0 Self-help? 1 0 Reliance on method? 0 0 Lack of fear 0 0 Feedback 4 3 Table 2: Post MEC - Prevalence of themes from Q1&3 of questionnaire Table 1 included responses from 17 students therefore direct numerical comparison with Table 2 is difficult, however, there are several things that I noticed immediately. ‘Correct answers’ appears to be far less important for how they knew how well they were doing, although ‘marks’ and ‘understanding’ remain important. However, a new theme of feedback was needed in order to code several responses e.g., Assessment feedback, “being regularly assessed and getting assessment feedback”, whilst four themes were not mentioned at all. Responses to ‘what is most useful?’ are coded under four themes only: marks; understanding; feedback; and teachers. ‘Correct answers’ is no longer a frequently occurring theme, perhaps this indicates that marks and correct answers are either somehow different and dependence on correct answers has decreased, or that perceptions of correct answers has changed. ‘Feedback’ and ‘teachers’ need further exploration since ‘feedback’ is given by teachers and the only response in the precourse data that mentioned ‘feedback’ was coded as ‘teachers’ by the participant. Interviews In order to try to understand what has changed, the 5 interview transcripts were inspected alongside the rest of the data on a student-by-student basis. I include a brief overview of 2 students below. Student A In the pre-MEC questionnaire, ‘A’ talked about fear; “teacher scared the living daylights out of me” but also of her enjoyment of doing questions if she could understand them. She continued to demonstrate this dichotomy during the MEC. Her reflective logs mentioned understanding frequently. For example, “I just wanted to understand why…. woke up in the morning understanding”. References to fear also From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 176 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 occurred frequently e.g., “Graphs bring me out in a cold sweat. I feel fearful before I’ve even read the question.” Moreover, she raised questions for herself to follow up, e.g., “I’m not really sure what triangle numbers are all about, yet. What’s their relevance?” Fear and real interest are sitting (uncomfortably?) side by side. The other theme repeatedly coming out of her log was the amount of time she was spending coupled with a sense of failure, e.g., commenting on the pace of lessons, “I understand and can apply suvat equations when I work on the questions at home, but in class I feel panicky” or “I’ve spent hours and hours working on this and I feel very deflated”. She continued to work with determination and later reported, “…. I’ve been able to complete the papers…” and I found no more mention of fear. In the post-MEC questionnaire, ‘A’ described how she, “Didn’t find ‘exam’ results useful at all in school” perhaps implying that now she does? In interviews, she explained that examinations feel like they are testing knowledge but other types of assessment task are more than that. ‘A’ particularly liked tasks that could be taken home and worked on in her own time. I surmised perhaps as a result of the effect of time pressure but actually ‘A’ saw these as a continuation of the learning process (“Every single one I took home I learnt so much more than learning it for an exam”) and therefore useful. ‘A’ compared how she knew how well she was doing prior to the MEC as only from “end of year exams” and “getting the ‘right’ answer in class”, but after the MEC as “understanding. Understood links with other areas. Assessments.” She also said the “staged assessments” were the most useful way for her to know this. Although she does not use the word feedback, in my opinion this is implied because she engaged thoroughly with the feedback process, e.g., “I am happy that I fully understand the concepts of straight line graphs. I can see where I didn’t use precise terminology in part 2 and understand my errors.” Student K ‘K’ said that correct answers, marks and understanding were important pre-MEC, describing learning as a feat of memory, “I definitely remember at school cramming before an exam and going in and it’s all just in that short-term memory pull it all out onto the page bang and the examiner says end of the exam pick your bag up and you walk out and you can’t even remember the questions you’ve answered”. Post-MEC he considered understanding and feedback as important. Talking about MEC assessments he said “where you know really having to justify everything from first principles but then actually having reflected on it I say well this is great” In his reflective log, he talked about feedback from tutors as important but also the ability to explain to others, as he saw this as essential for a future in teaching. He also enjoyed the assessment task and found the feedback useful e.g., “I enjoyed this piece of work as it helped me check my understanding”. Conclusion The MEC students’ responses indicate their views on how they know how well they are doing have altered from a reliance on correct answers and marks to feedback, although it is not clear in what ways correct answers and marks overlap or differ. Connection with the feedback is evident. I would argue that subsequent work frequently demonstrates that feedback has been acted on, although evidence of this is not given here. Questionnaires and interview responses describe feedback as useful From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 177 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 with assessment tasks being enjoyable and part of the learning process, indicating a close link is present between the formative feedback and their learning. Further discussion is needed with this set of participants to clarify boundaries between the themes in order to enable more accurate coding when working with future cohorts. In particular, it is not clear whether ‘correct answers’ and ‘marks’ are the same or in what way they differ. Nor is it apparent who decides the answers are correct (students, teachers, book etc.). Where the coding ‘teachers’ has been used what is the nature of reliance on the teacher and does this include marks and written feedback? Understanding featured highly both pre- and post-MEC. As yet I have made no attempt to analyse what students mean by understanding. Their perception of what it means to understand may be very different to mine. This would be a valuable future investigation. References Bailey, R., and M. Garner. 2010. Is the feedback in higher education assessment worth the paper it is written on? Teachers' reflections on their practices. Teaching in Higher Education 15:187-98. Black, P., and D. Wiliam. 1998. Inside the black box: Raising standards through classroom assessment. London: King's College. Cohen, L., L. Manion and K. Morrison. 2011. Research Methods in Education (7th Ed.) Oxford: Routledge. Gray, D. 2009. Doing Research in the Real World. London: Sage. Hiebert, J. and T.P. Carpenter. 1992. Learning and teaching with understanding. In Handbook of Research on Mathematics Teaching and Learning, ed. D.A. Grouws, 65-97. New York: Macmillan. Higgins, R., P. Hartley and A. Skelton. 2002. The conscientious consumer: Reconsidering the role of assessment feedback in student learning. Studies in Higher Education 27: 53-64. Mousley, J. 2004. An aspect of mathematical understanding: The notion of "connected knowing" Proceedings of the 28th Conference of the International Group for the Psychology of Mathematics 2004: 377-84. Murtagh, L., and L. Baker. 2009. Feedback to feed forward: Student response to tutors' written comments on assignments. Practitioner Research in Higher Education 3: 20-28. Newton, P. 2007. Clarifying the purposes of educational assessment. Assessment in Education 14: 149-70. Orsmond, P., S. Merry and K. Reiling. 2000. The use of student derived marking criteria in peer and self-assessment. Assessment and Evaluation in Higher Education 25: 21-38. Pirie, S. 1988. Understanding: Instrumental, relational, formal, intuitive... How can we know? For the Learning of Mathematics 9(3): 7-11. Rapley, T. 2011. Some Pragmatics of Qualitative Data Analysis.In Qualitative Research ed. D. Silverman, 273-290. London: Sage. Skemp, R. 1979. Intelligence, learning, and action. Chichester: John Wiley &Sons, Struyven, K., F. Dochy and S. Janssens. 2005. Students' perception of evaluation and assessment in higher education: a review. Assessment and Evaluation in Higher Education 30: 325-41. Taras, M. 2005. Assessment - summative and formative - some theoretical reflections. British Journal of Educational Studies, 53: 466-78. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 178 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Developing an online coding manual for The Knowledge Quartet: An international project Tracy L. Weston, Bodil Kleve, Tim Rowland University of Alabama; Oslo and Akershus University College of Applied Sciences; University of East Anglia/University of Cambridge This paper provides a brief overview of the work to date of an international research team that has worked together since Fall 2011. The team members are mathematics educators and researchers who use the Knowledge Quartet (Rowland et al. 2009) in their work as researchers as a framework by which to observe, code, comment on and/or evaluate primary and secondary mathematics teaching across various countries, curricula, and approaches to mathematics teaching. The countries represented on the team include the UK, Norway, Ireland, Italy, Cyprus, Turkey and the United States. The team has developed a Knowledge Quartet coding manual for researchers which is freely available for other researchers to use. This is a collection of primary and secondary vignettes that exemplify each of the 21 Knowledge Quartet (KQ) codes, with classroom episodes and commentaries provided for each code. This work provides increased clarity on what each of the KQ dimensions ‘look like’ in a classroom setting, and is helpful to researchers interested in analysing classroom teaching using the KQ. This paper provides an overview of the Knowledge Quartet, describes the working methods of the team and offers examples of classroom vignettes that exemplify two of the codes as an indication of what can be found on the coding manual website (www.knowledgequartet.org). Keywords: mathematical knowledge in teaching; classroom observations; data analysis; primary mathematics teaching; secondary mathematics teaching. Background Beginning in 2011 an international team of researchers began working collaboratively to develop a coding manual to support researchers interested in using the Knowledge Quartet (Rowland et al. 2009) in data analysis. The Knowledge Quartet (KQ) is an empirically grounded theory of knowledge for teaching in which the distinction between different kinds of mathematical knowledge is of lesser significance than the classification of the situations in which mathematical knowledge surfaces in teaching (see Rowland, 2008). It can be considered what Ball and Bass would call a “practicebased theory of knowledge for teaching” (2003, 5). Based on empirical grounded theory and an iterative process of grouping similar codes, four dimensions exist on the KQ framework which are depicted in Figure 1. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 179 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Figure 1: The relationships of the four dimensions that comprise The Knowledge Quartet (Rowland, Turner, Thwaites & Huckstep, 2009). The KQ identifies three categories of situations in which teachers’ mathematics-related knowledge is revealed in the classroom: transformation, connection, and contingency (Rowland, Huckstep and Thwaites 2005). Foundation, which comprises a teacher’s mathematical content knowledge and theoretical knowledge of mathematics teaching and learning, supports each of these categories of situations. Transformation is the category most similar to Shulman’s conceptualization of pedagogical content knowledge, that is, how a teacher takes his/her own content knowledge and transforms it into ways that are accessible and pedagogically powerful to pupils. This category pays special attention to the teacher’s use of representations, examples, explanations, and analogies. A second dimension is connection, which is whether a teacher makes instructional decisions with an awareness of connections across the domain of mathematics (that mathematics is not, after all, a subject that contains discrete topics) and an ability to sequence experiences for pupils, anticipate what pupils will likely find ‘hard’ or ‘easy’ and understand typical misconceptions in a given topic. Since not all aspects of a lesson can be planned for ahead of time, contingency is the dimension that focuses on how a teacher must think on his/her feet in unplanned and unexpected moments, such as to respond to pupils’ statements, answers, and questions. Within each of the four dimensions there exist four to eight codes which identify specific aspects of mathematics teaching to consider in planning, reflection, and evaluation. To date, the majority of writing about the Knowledge Quartet has been focused on describing the framework (Rowland et al. 2009) and its origin (Rowland 2008) and has been written to support teacher development of mathematical knowledge in teaching (MKiT). In recent years team members have been using the KQ as a tool to support focused reflection on the application of teacher knowledge of mathematics subject-matter and didactics in mathematics teaching (Corcoran 2007; Kleve 2009; Rowland and Turner 2009; Turner 2009) and working with early-career teachers, pre-service teachers and their school-based mentors, and with universitybased mathematics teacher educators, in applying the KQ to the development of mathematics teaching. Through these interactions we have seen that participants often conceptualise one or more of the dimensions of the KQ in ways that differ from the understandings shared within the research team which conducted the classroombased research leading to its development and conceptualisation. Therefore, we have seen that the framework is open to interpretive risks and mis-appropriation. Furthermore, the majority of the writings have focused on explaining the essence of From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 180 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 each of the four dimensions rather than identifying definitions for each of the underlying codes. These considerations are supported by Ruthven (2011): Essentially, the Knowledge Quartet provides a repertoire of ideal types that provide a heuristic to guide attention to, and analysis of, mathematical knowledge-in-use within teaching. However, whereas the basic codes of the taxonomy are clearly grounded in prototypical teaching actions, their grouping to form a more discursive set of superordinate categories – Foundation, Transformation, Connection and Contingency – appears to risk introducing too great an interpretative flexibility unless these categories remain firmly anchored in grounded exemplars of the subordinate codes” (85, emphasis added). Beyond his categorization of generic and content specific aspects of teacher knowledge, Shulman (1986) also identified ataxonomy for the forms in which knowledge might be represented, including propositional knowledge, case knowledge, and strategic knowledge. Case knowledge contains salient instances of theoretical constructs in order to illuminate them, and a subcategory of this domain is the use of prototypes. It is within case knowledge that we situate the project at hand. Project aim Compared to previous work, this project focused on researchers (not teachers) and expanded KQ use into secondary grades and across countries and curriculum. The aim of the project was to assist researchers interested in analysing classroom teaching using the Knowledge Quartet by providing comprehensive coverage to ‘grounded exemplars’ of the 21 contributory codes from primary and secondary classrooms. An international team of 15 researchers was assembled. All team members were familiar with the KQ and used it in their own research as a framework by which to observe, code, comment on and/or evaluate primary and secondary mathematics teaching across various countries, curricula, and approaches to teaching. The team includes representatives from the UK, Norway, Ireland, Italy, Cyprus, Turkey and the United States.4 Project methods In Autumn 2011 team members individually examined their data and identified available codes that they could contribute to the project. A template was developed in which the scenario of how the episode unfolded was captured. Often this included excerpts of transcripts and/or photographs from the lesson. Then a commentary was written, which analyzed the excerpt and explained why it is representative of the particular code and why it is a strong example. In January 2012 each team member submitted scenarios and commentary for at least three codes from his/her data to offer as especially strong, paradigmatic exemplars. Drafts of each scenario were written by individual team members remotely and shared via Dropbox. In February 2012, scenarios were assigned to each team member to review for agreement of the code with the scenario and improvement of the commentary. In March 2012, 12 team 4 Tim Rowland, University of East Anglia/University of Cambridge, UK; Tracy Weston, University of Alabama, US; Anne Thwaites, University of Cambridge, UK; Fay Turner, University of Cambridge, UK; Bodil Kleve, Oslo and Akershus University College of Applied Sciences, NO; Dolores Corcoran, St. Patick’s University, IE; Ray Huntley, Brunel University, UK; Gwen Inson, Brunel University, UK; Marilena Petrou, Cyprus/UK; Ove Gunnar Drageset, University of Tromsoe, NO; Nicola Bretscher, Kings College London, UK; Mona Nosrati, University of Cambridge, UK/NO; Marco Bardelli, IT; Semiha Kula, Dokuz Eylül University, TR; Esra Bukova Guzel, Dokuz Eylül University, TR. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 181 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 members met for the Knowledge Quartet Coding Manual Conference at the University of Cambridge. Groups of three team members evaluated and revised each scenario and commentary. Throughout the spring and summer, individuals again worked remotely to revise scenarios based on conference feedback. To date, 55 total scenarios and commentary have been written. These scenarios and commentary combine to form a ‘KQ coding manual’ for researchers to use. This is a collection of primary and secondary vignettes that exemplify each of the 21 KQ codes, with classroom episodes and commentaries provided for each code. The collection of codes and commentary is freely available online at www.knowledgequartet.org. The website provides an overview of the Knowledge Quartet and its four dimensions as well as the work to-date of the international team’s scenarios and commentaries describing mathematics teaching across multiple countries, topics, and pupil ages. Additional scenarios and commentaries continue to be added to the website. Sample scenarios In order to exemplify our work we will present two scenarios which illustrate two of the codes. First we present an example of the code Responding to students’ ideas (RSI), a code within the Contingency dimension. Second, we present an example of the code Decisions about sequencing within the Connection dimension. Responding to students’ ideas The following scenario from a lesson that took place in 2002 (Rowland 2010) is offered here as a kind of prototype of the RSI code. Jason was reviewing elementary fraction concepts with a Year 3 (pupil age 7–8) class. The pupils each had a small oblong whiteboard and a dry-wipe pen. Jason asked them to ‘split’ their individual whiteboards into two. Most of the children predictably drew a line through the centre of the oblong, parallel to one of the sides, but one boy, Elliot, drew a diagonal line. Jason praised him for his originality, and then asked the class to split their boards ‘into four’. Again, most children drew two lines parallel to the sides, but Elliot drew the two diagonals. Jason’s response was to bring Elliot’s solution to the attention of the class, but to leave them to decide whether it is correct. This scenario is interesting mathematically, and not so ‘elementary’ in the context of the Year 3 curriculum. Responding to Elliot’s solution, either by teacher exposition, or in interaction with the class, makes demands on Jason’s content knowledge, both Subject Matter Knowledge (SMK) and Pedagogical Content Knowledge (PCK), in three significant respects. Jason has to decide whether the noncongruent parts of Elliot’s board are equal, but also what notions of ‘equal’ will be meaningful to his 7–8 year-old students, and what kinds of legitimate mathematical arguments about area will be accessible to them. Decisions about sequencing Connection as a dimension in the Knowledge Quartet is “concerned with the decisions about sequencing and connectivity” (Rowland, Turner, Thwaites, & Huckstep, 2009, 36). One of the codes within this dimension is Decisions about Sequencing (DS), which is concerned with “introduc(ing) ideas and strategies in an appropriately progressive order” (37). We suggest that in the scenario described below, the sequence of the exercises was consciously done by the teachers. The teacher had From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 182 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 prepared four different exercises to be done in whole class before the pupils were told to work individually with tasks from the textbook. The lesson objective was to learn to calculate with improper fractions. Placing this lesson in the Connection dimension of the KQ and coding it as Decision about Sequencing is based on the progression of the exercises discussed below. The first exercise 6/8+5/8 was presented with both illustrations and numbers. To work out this exercise pupils calculated with numbers, converting improper fractions to mixed number which was illustrated on the figure by pulling shaded pieces from one rectangle to fill up the other on the smart board. In this exercise it was possible to get the correct answer 1 3/8 by counting shaded pieces on the illustration. The second exercise was presented without numbers. The teacher had shaded 5/8 of one circle and 4/8 of another circle and pupils were asked how large a part of the first was shaded and then of the second before they worked out the answer. The answer, 9/8, was converted to 1 1/8 which was illustrated on the figure. This time, it was not possible to pull the pieces. The teacher erased from one circle and filled up the other. When starting the third exercise 3/5+3/5 and 7/10+5/10, the teacher said, “let us try without illustrations”. This suggests that he consciously wanted the pupils to calculate the sum of two fractions which added up to an improper fraction, without having illustrations as mediating tool. The fourth exercise was different from the first three in several ways. It was illustrated with two circles, each divided in quarters. All quarters were shaded and the calculation 2-1/4 was written below. This time the illustrations were not on two sides of an equal sign, the calculation was subtraction, and it started with a whole number. The exercise for the pupils was both to illustrate how much to erase from the figure and also to work it out with numbers. Hans’ choices of illustrations and numbers / only illustrations / only numbers reflected a progression in the lesson. However, the fourth exercise required a subtraction and thus introduced an added complexity. In this example subtraction was thought of as “take away”, but could also be comparison. Thus there was a leap, or a missing link. It might have been preferable here to have an exercise that was adding, with one of the numbers as a mixed number and the other as a fraction. Also, whether the exercises chosen were appropriate for developing a solid concept of improper fractions may be discussed. In all exercises the fractions were presented as part of a whole. According to research, fractions as part of a whole is inconsistent with the existence of improper fractions and possibilities for obtaining a well-developed concept of fractions are limited if one focuses on fractions as part of a whole (Kleve, 2009). Discussion Both of the proceeding classroom vignettes are offered as exemplars of a given KQ code (RSI and DS, respectively). We readily acknowledge there may be ‘room for improvement’ and indeed have identified some possible instructional decisions to this end. It was not uncommon in our work for scenarios to seem strong exemplars of one KQ code, and simultaneously lacking in another. Other scenarios were considered strong examples of multiple KQ codes, and in these instances the team worked toward a consensus of which KQ code seemed ‘best’ exemplified by the scenario. An underlying question during this project was whether any adjustments would need to be made to the Knowledge Quartet when applied to secondary grades. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 183 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Although the content involved is different in upper grades, it was not necessary to add or remove any codes to capture effective mathematics teaching to pupils beyond the primary grades. The majority of the scenarios on the website are from primary grades (which is helpful in that the mathematics do not get to be so difficult as to burden the reader trying to sort out the mathematics instead of thinking about the code), and approximately one-quarter of the codes are from secondary grades and will be helpful to researchers interested in using the KQ to analyze secondary teaching. The team continues to collect and write scenarios, with the near-term goal of having at least three scenarios per each of the 21 KQ codes. We encourage the use and sharing of the www.knowledgequartet.org website as this work provides increased clarity on what each of the KQ codes ‘look like’ in a classroom setting and is helpful to researchers interested in analyzing classroom teaching using the KQ across a wide range of countries, contexts, and pupil ages. References Ball, D. L., and H. Bass. 2003. Towards a practice-based theory of mathematical knowledge for teaching. In Proceedings of the 2002 Annual Meeting of the Canadian Mathematics Education Study Group, ed. B. Davis and E. Simmt, 314. Edmontson, AB: CMESG/GCEDM. Kleve, B. 2009. Aspects of a teacher's mathematical knowledge on a lesson on fractions. Proceedings of the British Society for Research into Learning Mathematics 29(3): 67–72. Rowland, T., F. Turner, A. Thwaites and P. Huckstep. 2009. Developing primary mathematics teaching, Reflecting on practice with the Knowledge Quartet. London: Sage. Rowland, T. 2008. Researching teachers’ mathematics disciplinary knowledge. In International handbook of mathematics teacher education: Vol.1. Knowledge and beliefs in mathematics teaching and teaching development, ed. P. Sullivan and T. Wood, 273-298. Rotterdam, The Netherlands: Sense Publishers. Rowland, T., P. Huckstep and A. Thwaites. 2005. Elementary teachers’ mathematics subject knowledge: the knowledge quartet and the case of Naomi. Journal of Mathematics Teacher Education, 8:255-281. Ruthven, K. 2011. Conceptualising mathematical knowledge in teaching. In Mathematical Knowledge in Teaching, ed. T. Rowland and K. Ruthven, 83-96. New York: Springer. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 184 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Preservice primary school teachers’ performance on rotation of points and shapes Zeynep Yildiza, Hasan Unala, A. Sukru Ozdemirb a Department of Elementary Education, Faculty of Education, Yildiz Technical University; Department of Elementary Education, Faculty of Education, Marmara University b In this study, the purpose was to reveal thinking styles and different points of view of pre-service primary school teachers about the concept of “rotation” in mathematics. The study was conducted with undergraduate students who are studying in the department of primary school teacher education. The subject of “rotation” in this study has two sub-topics which are rotation of points around a point and rotation of shapes about a point in a coordinate plane. A test about rotation was applied to 44 students and then interviews were made with 5 students. Results of the study include an analysis of correct and incorrect answers of students. Keywords: preschool mathematics teachers, education, rotation Overview According to Pehlivan (2008), knowledge, skills, attitudes and habits gained at the primary level are highly influential on individuals’ later lives. Accordingly, it is stated that the importance of classroom teachers who undertake a major part of individuals’ education at this level and their qualities cannot be ignored. In Turkey, in order to respond to social upheaval, education systems and accordingly teacher training institutions are in the process of reconstruction (Alkan 2000; cited in Karaca 2008). These configurations also bring the necessity for teachers who have to find a balance between modernism and traditional methods to have some qualifications. These qualifications can be classified as in the following (Delors et al. 1996, cited in Karaca 2008). Teachers should constantly be investigative in order to help students to construct knowledge personally. Teachers should constantly keep students’ individual thinking capacities awake during learning by going beyond their own disciplines. Teachers should commit themselves to educate students in accordance with objectives. Teachers should teach students how to learn and which cognitive tools can help them to get more useful outcomes. Teachers should be able to use new information-communication technologies which are developing rapidly and which increase the quality of teaching process. According to Pırasa (2009), knowledge of teaching mathematics has components which are still discussed and which are evolving. This knowledge which was seen as unary and which was recently considered as if it consisted only of subject knowledge, was redeveloped together with the completion of the definition of the subject education. At first, in classroom teacher training programs, student teachers’ From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 185 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 knowledge of teaching mathematics was developed by providing two different knowledge types: professional knowledge (about teaching) and subject knowledge (about mathematics). Later, the program was reorganised to add a course concerned with teaching mathematics, requiring an extensive and comprehensive editing of the original program content (Pırasa 2009). The content of the teacher education programmes in Turkey was changed with the new curriculum which was put into practice in 2005-2006, taking constructivist learning theory as a base (Ministry of Education, 2005). According to Selim (2009) constructive learning theory is a teaching and learning approach which is based on relating new knowledge to the existing knowledge of individuals. In constructivist learning, when the learners process the knowledge which is obtained through observation, experience or transfer from external sources in their minds, then this information becomes meaningful. In this study, we analyse the performance of student teachers on rotation tasks typical of this new constructivist curriculum. The ‘rotation’ topic includes sub-topics such as rotating points around points or rotating figures around points. With this research, it is intended to understand preservice primary school teachers’ thinking skills and different viewpoints about the subject. Methodology A ‘scanning model’ was used in the study. The scanning model is an approach which aims to define a present or past case as it exists today (Arlı and Nazik 2001). Qualitative and quantitative data collection instruments were used in this research. For collecting quantitative data, a test about rotation was conducted by researchers. In order to collect qualitative data, some students were interviewed and detailed questions were asked about their solutions. Study Group This research was carried out with 44 students who are studying in the department of primary school teacher education in a state university in Istanbul from Marmara region. Implementation The test about “rotating a point or figures around a specific point in the coordinate system” was applied to students. Students were asked to complete this test in one lesson. During this time, they were asked both to solve the questions and to write explanations about their solutions. A semi-circular protractor was given to students while they were solving questions. After this test, face-to-face interviews with five students were conducted to get detailed information about their thinking while solving the test questions. Five students were determined according to their papers. Especially students who made interesting solutions were chosen. In these interviews, students were asked how they made their solutions and how they thought while they were making solutions. Data Collection Instruments The test which was used during research was created by the researchers and included six questions. Each question was expressed and asked on a coordinate plane. Enough From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 186 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 space next to questions was provided to students for making calculations and writing explanations about the solutions. Questions included the following processes: Rotating a point around the origin. Rotating a point around a point. Rotating figures around a point inside them. Rotating figures around a point outside them. Rotating figures around a point on the figure. Findings The first question was to rotate a point given in a coordinate system by 90 degrees around an origin. When the answers were analysed it was seen that students mostly found the correct solutions by using ‘using a protractor’ and ‘counting squares’ techniques. Students who got wrong solutions had mistakes mostly because they thought they must take symmetry. So, they drew the 90 degree arc incorrectly. The second question was to rotate a rectangle by 180 degrees around a point on that rectangle. When the answers analysed it was seen that all the students with correct answers rotated the corner points of the figure around the asked point which is one of the corners. Then, they formed the rotated image rectangle by combining newly formed points accordingly. The following mistakes were frequently made by the students who got wrong solutions. Some students specified the required point in the figure and then drew a 180 degree arc starting from that point. They drew the rectangle with one corner at the end point of the arc that they had drawn. While solving the same question, some other students rotated the figure apparently randomly or intuitively. Some other students rotated the figure around the origin or reflected in the y-axis. The third question was to rotate a point by 270 degrees around a point different from the origin. When the answers were analysed it was seen that students mostly used ‘drawing by using a protractor’ and ‘drawing a 270 degree arc’ methods. In drawing by using a protractor; firstly they drew a line segment by combining point and reference point. Then they drew another line segment of the same length to form a 270 degree angle whose corner point was a reference point. They placed the image point on the other end of this line segment. Some students answered this question correctly by drawing a 270 degree circular arc. For this, they drew a 270 degree arc centered at the reference point and with one end at the point to be rotated (the object). They placed the image point on the other end of the arc. Nearly half of the students’ wrong answers also tried to solve this question by drawing a 270 degree arc. However, they specified the centre of this arc incorrectly, and so their solutions were also incorrect. The remaining incorrect answers did not pay attention to the distance between the object point and the reference point. That is, the distance between the object point and the reference point and the distance between the image point and the reference point were not drawn equally. The fourth question was to rotate a point 180 degrees around a point that is different from the origin. When the answers were analysed it was seen that most of the students who gave correct answers to this question found their solution either by using a protractor or by taking symmetry. When the solutions of the students with incorrect answers were analysed, drawing mistakes can be seen originating from the misuse of protractor or not drawing equally the lengths which should be equal between object point-reference point and image point–reference point. Besides, From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 187 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 students thought that they needed to get symmetry of the point for rotating 180 degree operation, but they used one of the horizontal or vertical axes of the reference point as a reflective symmetry axis. The fifth question was to rotate a point 90 degree around a point outside a triangular figure. When the questions were analysed it was seen that this question has the lowest percentage of correct answers. Four students, who found the correct answer for this question, rotated the corner points of the figure by applying the rotation rules correctly and made their drawings according to this. Approximately one third of the students who gave incorrect answers tried to solve the question by reflecting the figure in a vertical axis through the reference point. Some students specified a point in the triangle; they rotated this point around reference point at desired amount and direction. Later on, they drew the triangle ‘by eye’ so that the point would stay inside. Also some students generally rotated the figure 90 degree inferentially by taking one edge of the figure into consideration and completing the triangle by eye. The sixth question was to rotate a figure 270 degree around a point inside itself. When the answers were analysed it was seen that students mostly rotated the figure around the reference point by specifying the corner points of the figure, and then they drew the rotated form of the figure according to this. Besides, there were also students who got the correct figure by rotating the rectangle 90 degree three times. When the incorrect solutions were analysed, it was seen that most of them had attempted rotation but drew the rotated figure incorrectly. In addition to this, students who reflected or translated the figure were also identified. Some students tried to find solution by drawing a 270 degree arc from the reference point. And three of the students made operations such as rotating the figure 3-dimensionally. In the research, the data which was collected after implementation through face to face interviews with students were evaluated. In these interviews, students who made incorrect solutions stated that they do not have enough information about using a protractor. They showed this as the reason of their mistakes in most of the questions. Especially they had difficulties in deciding which point (the object point which will be rotated or the reference point) to place at the centre of protractor. While some students were making drawings, they did not paid necessary attention to the equality of lengths which should be equal. When the reason of this was asked, they showed the involvement of millimeters. They stated the difficulty of making millimetric measurements. Figure 1 gives an example of this kind of solution. Figure 1: A student’s solutions Some of the students expressed the fact about their without equality of lengths drawings that instead of using a protractor or making mathematical drawings they made mental and imaginary rotations. Figure 2: Students’ solutions using symmetry of the shape or point From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 188 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 While rotating the point around the origin, there were students who got symmetry according to x-axis as seen in first solution above. When students were asked to explain their solutions, they told that they got symmetry according to x-axis but they could not explain the reason of this. In second solutions above, it was seen that symmetry of a figure, which was asked to rotate 180 degree around F point, was determined according to y-axis. In third solution above, similarly the symmetry of the triangle which was asked to rotate according to point A was determined according to y-axis. Figure 3: Students’ solutions using symmetry of the shape or point The above solutions related to 180, 270 and again 270 degree rotations respectively. In the all three solutions above in Figure 3, an arc was drawn for the desired angle with a protractor centred at a random point. The students did not recall which point they used as a centre of rotation and they could not make any explanation about this situation. While the centre of the arc which was drawn should be the reference point (point that will be rotated around) they did not pay any attention to that point. Figure 4 is an example of the solutions of some students who tried to make rotation as 3-dimensional. For the reason of this, they expressed that they thought the figure as 3-dimensional like a book or a notebook but not two dimensional. Figure 4: Student’s solution about thinking 3-dimensionally Figure 5: Student’s solution about taking symmetry according to origin One of the incorrect responses to rotate a figure 180 degree around a point inside that figure is seen in Figure 5. When this student was asked about how he or she found this solution, he or she stated that since 180 degree rotation was asked, he or she thought that it was necessary to take symmetry. For this reason, the student made his or her drawing by taking the symmetry of the figure and the point inside that figure, according to origin. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 189 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Conclusion When the solutions of pre-service teachers were searched generally, it is possible to make the following comments. Students who made right solutions have enough basic knowledge about the subject. In interviews these students gave answers with self-assurance. When their solutions were analysed, their drawings show how they reached their answer. In addition to that there are also students who reached the correct solution by different methods. When these different methods analysed, we can make this comment. Knowing how to use protractor, and doing millimetric drawings may be evidence of that they learned this subject as conceptual when they are in primary school. Although they haven’t learned this subject again in the middle school, they can make connections between other mathematics subjects which they learned afterward. This can be a result of that they constructed their knowledge strongly. For the incorrect solutions, the general result after interviews was that these students don’t have enough knowledge about the subject and they have some deficiency about basic concepts. Not knowing how to use protractor may be an indicator of that situation. Our results show the thinking and misconceptions of some pre-service teachers. We consider that determining this kind of conceptual deficiency amongst so many student teachers is important. By adding this kind of self-assessment and discussion of misconceptions to teacher education programs, quality of teacher education may be increased. References Alkan, C. 2000. Meslek ve Öğretmenlik Mesleği, In Öğretmenlik Mesleğine Giriş. ed. V. Sönmez. Ankara: Anı Yayınları Arlı, M. ve Nazik, M.H. 2001. Bilimsel Araştırmaya Giriş, Gazi Kitapevi, Ankara. Karaca, E. 2008. Eğitimde Kalite Arayışları Ve Eğitim Fakültelerinin Yeniden Yapılandırılması, Dumlupınar Üniversitesi, Sosyal Bilimler Dergisi, Sayı 21 Ministry of Education/Milli Eğitim Bakanlığı. 2005. İlköğretim Matematik Dersi Öğretim Programı ve Kılavuzu, Ankara: MEB Yayınları Pırasa, N. 2009. Sınıf Öğretmeni Adaylarının Matematik Öğretimiyle İlgili Bilgilerinin Değişim Sürecinin İncelenmesi, Karadeniz Teknik Üniversitesi, Doktora Tezi Pehlivan, K. B. 2008. Sınıf Öğretmeni Adaylarının Sosyo-kültürel Özellikleri ve Öğretmenlik Mesleğine Yönelik Tutumları Üzerine Bir Çalışma, Mersin Üniversitesi Eğitim Fakültesi Dergisi, Cilt 4, Sayı 2, Aralık 2008, ss. 151-168. Selim, Y. 2009. Matematik Öğretmen Adaylarının Bilgisayar Destekli Olarak Hazırladıkları Öğretim Materyalinin Niteliği ile Matematik ve Öğretmenlik Meslek Bilgileri Arasındaki İlişkilerin İncelenmesi, Atatürk Üniversitesi, Doktora tezi Delors, J. and the Task Force on Education for the Twenty-first Century 1996. Learning: The Treasure Within. Paris: UNESCO. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 190 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Working Group Reports Report from the Sustainability in Mathematics Education Working Group: Task design Nichola Clarkea, Maria Chionidou-Moskofogloub, Zoi Moskofoglouc, Alison Parrishd, Anna-Maija Partanene a University of Nottingham, UK; bUniversity of the Aegean-Rhodes Greece; cUniversity College, London; dWarwick University UK; eAbo Akademi University, Denmark. The Sustainability in Mathematics Education Working Group discusses research on how to integrate learning about climate change and sustainable living with the learning of mathematics. In the third group meeting, participants from Denmark, Greece and the UK focused on the design of cross-curricular tasks for the simultaneous learning of mathematics and sustainability issues. We drew on examples of task design experiences from Greece and the UK. Keywords: sustainability, climate change, mathematics, teaching, learning, task design, curriculum, critical mathematics education, practice, systems, social justice, local. Introduction In this third meeting of the Sustainability Working Group, we explored some of the particular features of designing tasks for learning mathematics whilst also learning about climate change and sustainable living. We considered some of the ways in which producing cross-curricular tasks might raise particular issues for a task designer. We took advantage of the three national contexts represented in the meeting (Denmark, Greece, UK) to consider the ways in which local context can inform what and how students learn about sustainable living, climate change, and mathematics. Our discussions in this session stemmed from elaboration of two examples of tasks designed for learning about sustainability issues whilst learning the mathematics outlined below. The initial foci for discussion were drawn from the research agenda set in the first working group (Clarke 2012): (1) To design high quality materials for use in teaching sustainability in mathematics lessons. (2) To evaluate materials for learning about sustainability in mathematics lessons. The Euro-Axio-Polis Game Chionidou-Moskofolou, Moskofolou, Liarakou and Stefos (2011) have designed a game with fourth year education students engaged in initial teacher education practice at the University of the Aegean. The game is called Euro-Axio-Polis. This is a board game aimed at 6th grade students, in which pupils make spending decisions in small groups, stimulating whole-class discussion about mathematical calculation techniques and the effect of repeated percentage changes, but also stimulating argument about From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 191 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 difficult social choices. Designed with education students, this project also helps beginning teachers embed teaching about sustainability in their practices. The mathematical content of the task includes calculating percentage changes, using interest rates, repeated percentage change, and manipulation of large numbers in a money context. The mathematical practices in which students engage include attending to others’ actions, turn taking, understanding others’ calculations, and justifying and explaining their own calculations. The sustainability context of the game is making difficult economic choices given scarce resources, and choosing between actions with different ecological and economic impacts. The pupils are learning about the types of choices faced in their political context, and become aware that social choices are based not just in economic constraints, but are based in values. Clarke’s virtual water tasks Clarke (working with a science teacher and environmentalist, Michael Sparks) is developing a sequence of tasks on the measure of virtual water. This is a concept developed by Allan (2011) to make sense of the amount of embedded water used in production of goods and services. Clarke works with schools engaged in sustainable living projects to help them embed sustainability in classroom curricula. The sustainability focus of these whole-school actions is food security and urban growing. Clarke also works to promote mathematical learning about sustainability in out-ofschool contexts. Clarke claims that if students are to learn how to live sustainable lives in response to constraints imposed by climate change, they need good understanding of scaling relationships (Wake 2011). Scaling is especially import because students need to notice that small personal changes they as individuals might choose to make, if adopted by large numbers of people, could have large impact. Scalings work (potentially) across time, from individual at a time to cumulative individual action, and also from individual to group actions. Students need also to gain a sense of the relative effect of the different scalable actions they might engage with. Sustainability contexts thus afford important learning opportunities on proportional reasoning. The tasks on virtual water also afford learning about measures and quantification. Often, the measures used in work on sustainability are complex, involving averages, and combinations of averages. These defined measures need to be explicated as part of students’ learning. Clarke uses the context of virtual water to develop students’ understanding of devising and critiquing measures. The virtual water context also affords work on sustainability: understanding the effects of scalable actions on the amount of actual and embedded water used, and the way water is imported and exported in virtual form. This helps students to make sense of the impact of choices they make about water use. Students also learn to engage in sustainable practices, by identifying resource use and considering alternative choices of action, based on their use of their measures and their own personal values. Clarke linked her work to some research questions raised in the report of the first working group (Clarke 2012): What mathematics do students need to understand and be able to use if they are to understand everyday life choices about sustainable living? How can students best learn the mathematics they require to understand everyday choices linked to sustainability issues? From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 192 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 What values and principles inform our choices of what mathematics to teach and how to teach it to students, to help them learn about living sustainably? Which parts of the mathematics and science of sustainability and climate change are accessible to students, at what stages of learning? She argues that much of the science and mathematics of climate change is complicated: basic principles such as the greenhouse effect can be explained using school mathematics and science, but communicating in more depth requires greater mathematical and scientific sophistication. However, if the reality of climate change is accepted (and this is the current scientific consensus) there are different choices to be made between actions. The mathematics about those choices can appear simultaneously too simple (scaling) and too complex (large and very small numbers; complex measures) for use in schools. Nevertheless, students need to be taught to engage with this type of value-laden estimation task, and to use and critique such measures as a central part of learning to live sustainable lives. Discussion We spent some time discussing the role of values in the tasks presented to students. In both Chionidou-Moskofolou et al.’s game and in Clarke and Sparks’s scaling tasks, students are presented with choices between possible actions. Their mathematical work shows different resources use consequences of choices, with different economic and social impacts. In neither case did the authors intend that the choice on offer was false, and students were to be constrained to a particular form of (environmentally preferable) action. The designers were trying to avoid ‘moral’ overtones in those choices, by giving real options linked to different viable sets of values, raising awareness of resource use rather than condemning one set of choices. The task designers were thus not intending that students learned the ‘correct’ choice to make. Rather, part of what students are being offered is the opportunity to engage in public discussion of a plurality of values that inform different choices, and the practice of justifying choices and values to others. What blurs the issue is the need to offer particular alternative forms of action in the tasks: those choices are clearly informed by the designers’ own values and their intentions to produce constructive argument. The group agreed on the importance of developing negotiation and argumentation skills, given the complexity of many of the environmental choices to be considered. For example, although a food might have relatively low virtual water content, its embedded energy costs might be high. Making judgments about incommensurable resources requires consideration of values, not just mathematics (Brown and Barwell 2011 discussed in Clarke 2012). The group discussion also explored the different educational contexts within which tasks were being offered. Partanen described the Danish schools context, in which there is a requirement that students address green issues in school learning. Parrish and Clarke described the shifting educational and political contexts of the UK, and differences between school subjects. This raised research questions: Why do some teachers choose to teach about sustainability in the context of mathematics lessons? Why do others choose not to? What impact do national and school policies have on teacher choices? Chionidou-Moskofoglou and Moskofoglou developed discussion of local context. They outlined the relevance of the Euro-Axio-Polis Game to the Greek national context. The game engages students in thinking about large-scale economic From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 193 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 decisions. These might be argued to lack realism since all the numbers are initially rounded to the nearest hundred thousand Euros, the percentages are neat integer values, and school children do not really make these types of economic choices. However, Chionidou-Moskofoglou et al.’s research findings show that students were nevertheless highly engaged with the game and many argued passionately, perhaps as if the decisions were real for them (Chionidou-Moskofoglou et al. 2011). The hard economic decisions being made in Greek politics have impact on students’ lives, through cuts, unemployment, and national debt. This perhaps makes national economic decision-making a “live question” (Peirce 1877) for Greek children. Similarly, Clarke described how children in Lancashire and Hong Kong schools who are engaged in growing projects raised questions about planting arrangements, water use and crop yields. Those students are raising what for them are “live questions”. Since those students raise issues there is no need to make assumptions or guess what (all) young people want, in an attempt to design a task that is relevant or real, because the crop production work of the group of students provides them with relevant mathematics in a truly shared context. That context works for those students, but would not necessarily work for others; the same is true for economic decision making in the Greek students’ context. We thus began to develop a sense of the importance of localism in task design for teaching about mathematics and sustainability, perhaps reminiscent of Lave’s discussion of the difference between abstraction and generality (Lave 1988). However, this also raises the problem of which mathematics can be made a “live question” for which students. Conclusions Exploring issues drawing on three different national contexts allowed us to share experiences of working on sustainability in mathematics lessons. We opened up possibilities for tasks, task designing, and research on the efficacy of tasks, and considered working together to explore topics and share the load of designing tasks, identifying potential difficulties for teachers. We considered the value of large-scale contexts and how to attend to the importance of different locally-live issues whilst drawing on (abstract) mathematics. We agreed to continue our discussion online, and a literature review was suggested as a topic for the next working group meeting in the UK. Many thanks to all participating colleagues for their lively, interesting contributions. References Allan, J.A. 2011. Virtual water: Tackling the threat to our planet’s most valuable resource. London: I.B. Tauris. Brown, T. and Barwell, R. 2011. Mathematics and climate change. In Psychology of Mathematics Education Newsletter, February/March 2011, pages 6-8. Clarke, N. 2012. Report of the first sustainability in mathematics education working group. In Informal Proceedings of the British Society for Research into Learning Mathematics, ed. C. Smith, 32(1) March 2012. Available online: http://www.bsrlm.org.uk/IPs/ip32-1/BSRLM-IP-32-1-03.pdf Accessed 2.1.13. Chionidou-Moskofolou, M., Z. Moskofolou, G. Liarakou, and E. Stefos. 2011. Lecture on Euro-Axio-Polis presented at BLOD, Athens 2011. Available online: http://www.blod.gr/lectures/Pages/viewlecture.aspx?LectureID=523 Accessed 12.12.12. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 194 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Lave, J. 1988. Cognition in practice: Mind, mathematics and culture in everyday life. Cambridge: Cambridge University Press. Peirce, C.S. 1877. The fixation of belief. Available online: http://www.peirce.org/writings/p107.html Accessed 2.1.13. Wake, G. 2011. Modelling in an integrated mathematics and science curriculum: Bridging the divide. Paper presented at the 7th Congress of the European Society for Research in Mathematics Education, University of Rzeszów, Poland. From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 195 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 Report of the Mathematics education and the analysis of language working group Alf Coles and Yvette Solomon University of Bristol and Manchester Metropolitan University In this paper, we report on the discussion and issues raised at the working group session at the day conference in Cambridge. Key words: language, gesture, analysis, mathematics education. Brief history of the working group At Cambridge there was the third meeting of the re-formed Mathematics Education and the Analysis of Language Working Group. In the first meeting (November 2011) we worked with conversation analysis and linguistic ethnography approaches to analyzing data. This was followed in March 2012 by a session that triangulated conversation analysis and a multi-modal approach (see Farsani 2012). The aims of the group are to share and develop approaches to the analysis of classroom talk. We aim to dwell in the detail of how we work with language in our own mathematics education research. In this session we worked on some data collected by Yvette during a teacher-training course on which she taught in the UK, asking the questions of how we understand transcript data and what do different transcription methods allow or constrain? Context of data We offered the working group three different transcriptions of the same event, in which some prospective teachers were performing (with their bodies) a demonstration of how the earth moves around the sun. The prospective teachers’ task was to explain why we have seasons. They were modelling this with M moving around D and spinning, whilst leaning her body towards and away from D, who was holding a torch (the sun). The most pared down transcript (that we offered first) is below. If you were not at the group meeting, you might want to try to make sense of this data and consider what you bring to your sense making. Transcript 1 A: well this is [‘] summer A: This is in winter D: Right. D: Northern hemisphere’s in winter. D: the southern hemisphere’s in summer A: Earth’s moving this way D: Mandy’s moving anticlockwise round me. D: but she spins round clockwise as well A: yeah From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 196 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 A: Stop! A: Now this is summer A: and this is winter when you’re at the furthest point aren’t you A: we had erm summer and a cold winter as well M: shall I finish off? [laughing] A: and there you go In the session, we then offered the transcript below, with more details about gestures and movement. You might want to consider what, for you, is the same of different about engaging with the following transcript compared to the one above. Transcript 2 A: well this is [‘] summer [Ashley moves towards Mandy and supports her with one foot underneath Mandy’s raised foot, indicating that the foot end of Mandy is summer. Mandy is leaning back at an angle, Danielle is holding the torch. Mandy starts to wobble, Ashley holds on to her] A: This is in winter [at the same time Mandy taps her own head, Ashley gestures towards Mandy’s head] D: Right. D: [Lifts hand in air to indicate upwards] Northern hemisphere’s in winter. D: [Lowers hand to point at Mandy’s foot] the southern hemisphere’s in summer [??] A: Earth’s moving [‘] this way [Ashley and Danielle both gesture to indicate orbit in slow anticlockwise sweeping circular movement with their lower arms] D: Mandy’s moving anticlockwise round me. [At ‘round me’ Mandy simultaneously raises her left hand and gestures fast and tight anti-clockwise rotation from the wrist] D: but she spins round clockwise as well [Danielle sweeps her hand down and fast to turn her lower arm movement into a clockwise rotation] A: yeah [Mandy starts to spin round clockwise (according to her own body, ie she moves to the right as she turns) and orbit anticlockwise at the same time. Ashley holds on to her to keep her balance (Mandy is on one foot all the time)] A: Stop! [Mandy has completed a 180degree orbit. Danielle has turned round and is shining the torch on to Mandy, who has her back turned] A: [moves to hold Mandy and demonstrate] A: [voice for audience] Now this is summer [Mandy pats the back of her own head] A: and this is winter [both point to Mandy’s raised foot] when you’re at the furthest point aren’t you [non-public teacher-to-child voiced question directed at M] [.. indistinct brief dialogue between A and D] A: we had erm summer and a cold winter as well [?indistinct, transcription may not be faithful] M: shall I finish off? [laughing] [ completes orbit] A: and there you go From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 197 Smith, C. (Ed.) Proceedings of the British Society for Research into Learning Mathematics 32(3) November 2012 We then had a third transcript, not reproduced here, which included snapshots from a video and, in the session, we also showed participants the short video clip itself, on which this transcript is based. Discussion We now summarise some of the issues that arose from discussion of the task of engaging with the data above. There were several comments about an initial preference for working with the most pared down transcript. Engaging with transcript 1 first, forced an attempt to reconstruct the events and work out what they meant. The effect of then being offered transcript 2 was described, by several people, as a shift from working something out yourself to then being told. It was as though the ‘authorial’ voice of the researcher was much more present in transcript 2. It was clear there were interpretations in transcript 2, for example, “non-public teacher-to-child voiced question”. On reflection, of course, it was recognised that the authorial voice and interpretation of the researcher is just as present in transcript 1 but perhaps not as visible. This became apparent when we watched the video clip. There were a lot of other voices and noises on the clip and the intentions and interests of the researcher suddenly became relevant. We needed to know the context of why Yvette had transcribed what she had – and this context was in fact an interest in embodied understandings of mathematics. What is left out of the data we present each other is often not alluded to in research reports. Another preference for transcript 1 was that the relationships between speakers and turns in the dialogue were more apparent than when all the detail was added. One sense that came across from the discussion was that, as researchers, we need to see the data in its “fullest” form, i.e., in this case the video, but that to actually work on the job of analysis a pared down transcript was easier. Exactly this issue is raised in Powell, Francisco and Maher (2003, 412), do we use tapes as data or transcripts as data? A preference for transcripts with more non-verbal detail was also expressed and it was noted that even in the transcript with the images, there was not an attempt to convey tones of voice, or pauses and timings and these “vocal” aspects of talk can be important in our interpretations, particularly if we want to be able to tell how “hedged” contributions are, i.e., how much they are expressed in ways that communicate a lack of certainty. One participant reflected on how she had been constrained to use audio rather than video recordings of lessons, in order to comply with ethical concerns expressed by some students, but that she had ultimately valued this constraint and the way it made her focus on aspects of talk only. We hope the group will continue at the next BSRLM meeting and we invite anyone to contact Alf if they have some data/issues they would like to share. References Farsani, D. 2012. Mathematics Education and the Analysis of Language Working Group Report: Making multimodal mathematical meaning. Proceedings of the British Society for Research into Learning Mathematics, 32(1): 19-24 Powell, A., J. Francisco and C. Maher. 2003. An analytical model for studying the development of learners’ mathematical ideas and reasoning using videotape data. Journal of Mathematical Behaviour, 22: 405-435 From Informal Proceedings 32-3 (BSRLM) available at bsrlm.org.uk © the author - 198