Case Studies for Quantitative Reasoning A Casebook of Media Articles by Bernard L. Madison, Stuart Boersma, Caren Diefenderfer, and Shannon Dingman Fayetteville, Arkansas Ellensburg, Washington Roanoke, Virginia Supported by the National Science Foundation Grant # DUE-071503 ii Contents Table of Contents page Introduction Section 1 Using Numbers and Quantities 1. Introduction to numbers and quantities 2. Case Study 1.1 Numbed by the Numbers & Three Bad Numbers 3. Case Study 1.2 Harps Supermarkets Advertising Poster 4. Case Study 1.3 What $1.2 Trillion Can Buy Section 2 - Percent and Percent Change 1. Introduction to percent and percent change 2. Case Study 2.1 Tax Rates Case Study 3. Case Study 2.2 Other People’s Money 4. Case Study 2.3 Big Stink in Little Elkins 5. Case Study 2.4 Trainees fueling agency’s optimism 6. Case Study 2.5 More Mothers of Babies Under 1 Are Staying Home Section 3 – Measurement and Indices 1. Case Study 3.1 Forbes hospital rates high in health care 2. Introduction to Indices 3. Case Study 3.2 Tell the Truth: Does this Index Make Me Look 4. Case Study 3.3 Market Gauges 5. Case Study 3.4 GOP Disputes and Is the glass half full … 6. Case Study 3.5 FOXTROT cartoon 7. Case Study 3.6 Real Estate Track and Median home prices fell Section 4 – Linear and Exponential Growth 1. Introduction to interest on money 2. Introduction to weighted averages 3. Case Study 4.1 Credit Card Disclosure Statement 4. Case Study 4.2 Words of a Guru: Math, Plain and Simple 5. Case Study 4.3 Forcing fuel efficiency on consumers doesn’t work Section 5 – Graphical Interpretation and Production 1. Case Study 5.1 Enrollment Rates Rise and UA Enrollment up 2. Case Study 5.2 Number of Students on Central Plaza 3. Case Study 5.3 Two Views of a Tax Cut graphic 4. Case Study 5.4 Sexual Betrayal Graph 5. Case Study 5.5 Decade After Health Care Crisis, Soaring Costs Section 6 – Counting, Probability, Odds, and Risk 1. Introduction to counting 2. Introduction to probability, odds and risk 3. Case Study 6.1 Why Journalists Can’t Add 3 Contents iii 4. Case Study 6.2 The Odds of That Additional Exercises 1. Section 1 2. Section 2 3. Section 3 4. Section 4 5. Section 5 6. Section 6 1 Case Studies in Quantitative Reasoning Introduction – Case Studies for Quantitative Reasoning Residents of the United States face critical quantitative reasoning (QR) challenges more often than residents of any society in history. These challenges occur for two major reasons: Personal prosperity in US society requires numerous QR-based decisions. Sustaining US democratic processes requires citizens who can reason quantitatively. These two demands for QR are required of all US citizens and are in addition to the QR demands of the workplace, which vary depending on the area of work. This casebook provides a tool for educational response to the enormous QR demands that US residents face. It is the foundation for developing and delivering an everfresh, real-world-based course that starts or moves students down a path toward quantitative literacy (QL). The terms QL and quantitative reasoning (QR) are used interchangeably, and other terms such as numeracy essentially have the same meaning. The contents of this book are governed by two criteria: Every QR problem is a contextual problem, that is, the quantitative reasoning is about a circumstance that is embedded in or grows out of a real-world context. Every mathematical or statistical topic investigated is one that is contained in or useful in critiquing a public media article. This book contains twenty-four case studies of public media articles, mostly from newspapers. Also included are introductory notes and exercises on the basic concepts of understanding and comparing Quantitative literacy (QL) is a habit of mind, quantities; percent and percent and, consequently, achieving QL requires both change; indices; interest on money; extensive interaction between students and weighted averages; counting; and teachers and practice beyond school. At the collegiate level, we are concerned with a high probability, odds and risk. Each of level of QL, befitting persons with baccalaureate the articles contains quantitative degrees, analogous to what Lawrence Cremin information, analyses, or (1988) termed liberating literacy, as opposed to argument. These case studies are inert literacy. Therefore, the QL we seek meant to be both items of study includes command of both the enabling skills needed to search out quantitative information and examples of case studies that and power of mind necessary to critique it, students and teachers can create reflect upon it, and apply it in making decisions. using public media articles from the present day, keeping the Cremin, L. A. (1988). American education: The material fresh and more obviously Metropolitan experience 1876-1980. New York. NY: Harper & Row. relevant. Students discovering and presenting for class discussion articles that illustrate QR increase essential student engagement in the course. By creating case studies and discussing those in this book, students will develop Introduction 2 reasoning skills and disposition toward continuing practicing those skills beyond a course and beyond school. They will develop a habit of mind to reason quantitatively in their everyday lives as citizens, consumers, and workers. A course based on this book will differ in many ways from traditional courses in mathematics or statistics. First, the book is not organized by mathematical topic, rather by the reasoning domains required to understand and critique articles in public media. Second, the exercises and study questions are not versions of template problems organized by solution methods. Third, and most important, the exercises and study questions are designed to address common, challenging quantitative reasoning situations in daily life. This approach to teaching toward quantitative literacy (QL) is based on the assumption that there are canonical QL situations that students need to address and resolve. These situations very often involve the following steps: Encountering a challenging contextual circumstance, e.g. reading a newspaper article that contains the use of quantitative information or arguments. Interpreting the circumstance, making estimates as necessary to decide what investigation or study is merited. Gleaning out critical information and supplying reasonable data for data not given. Modeling the information in some way and performing mathematical or statistical analyses and operations. Reflecting the results back into the original circumstance. These steps often require careful reading of both continuous prose and discontinuous prose (such as graphical representations), using mathematics or statistics, and then interpreting and critiquing the original prose in light of the mathematical results. Critical reasoning is required throughout. In general, students are not expecting this complicated process because their previous mathematics experiences have been narrower and more precisely defined. Frequently, the fourth phase gets the most attention because it is the process of traditional mathematics and statistics courses. Many of the problems are ill posed and require reasonable assumptions to resolve, and many of the problems have multiple reasonable responses. Consequently, conclusions require explanations of reasoning that led to the conclusions. Quantitative Reasoning Proficiency The model of mathematical proficiency as described in the National Research Council publication Adding It Up1 is helpful in understanding the challenges of QR. In the model, mathematical proficiency has five intertwined strands (See the 1 Kilpatrick, J., Swafford, J., & Findell, B., Eds. (2001). Adding it up. Washington, DC: National Academies Press. 3 Introduction accompanying box). Whereas some traditional mathematics courses depended strongly on the second strand, procedural fluency, all five of these strands are critical for QR, and the last two listed, adaptive reasoning and productive disposition, take on added importance for proficiency in QR. This stems from the fact that QR is a habit of mind and requires adapting reasoning to numerous unpredictable contexts. Productive disposition is often missing from students and non-students when it comes to understanding and critiquing quantitative material. The plaints by students, “where will I ever use this” and “I was never good at math,” run counter to productive disposition because Mathematical Proficiency from Adding It Up they question the conceptual understanding – comprehension of relevance of school mathematical concepts, operations and relations mathematics and procedural fluency – skill in carrying out procedures one’s own efficacy flexibly, accurately, efficiently, and appropriately strategic competence – ability to formulate, represent, to understand and and solve mathematical problems use it. adaptive reasoning – capacity for logical thought, reflection, explanation, and justification productive disposition – habitual inclination to see mathematics as sensible, useful, and worthwhile, coupled with a belief in diligence and one’s own efficacy. Assessment The nature of the exercises and study questions in this casebook requires new thought about assessing student work. That which is valued in a response to a QR problem situation differs from that which is valued in traditional disciplinary-based courses, especially those in mathematics or statistics. Assessing QR involves judging written analyses and reflections and the quality of evidence given in support of arguments or conclusions. Because of these differences, frequent reminders are necessary for students to supply the following: Evidence supporting reasoning or assertions. Calculations that produce numerical results. Correct units on quantities. Complete and correct sentences stating evidence and conclusions. Precision of language in stating questions and results. Content of Casebook As mentioned above, there are three different types of materials in this book: 1) 2) 3) 4) Introductory notes on basic concepts Warm up exercises on the basic concepts involved in case studies Articles that are the subject of case studies Study questions on the articles For students who need more practices with some of the types of problems encountered in the six sections, there are additional exercises in the back of the book. The questions and tasks take different forms, including the following: Introduction 4 a) Identifying and reporting quantitative information and arguments from the articles. b) Developing additional quantitative information from information in the articles. c) Critiquing the arguments, analyses, and conclusions of the articles. d) Extending the arguments beyond those in the articles. e) Research and reporting on concepts related to the articles. The questions and tasks in the case studies of the articles can be used in various ways: discussed in class; some assigned for student responses; all assigned for student responses; or discussed in groups of students in class to produce a group response. The content is arranged in six sections, sorted by basic concepts that occur in the articles, but various concepts recur throughout the case studies. Occasionally, concepts that are unfamiliar to students are encountered without full explanation. For example, it is assumed that students can produce graphs of linear and exponential functions. Skipping sections will likely not mean that material that is needed later is being omitted. Prerequisites Proportional, graphical, statistical, and algebraic reasoning are required to analyze the cases in this book and numerous similar cases that can be developed by students and teachers. Basic knowledge of algebra, descriptive statistics, and proportionality is necessary, but there is little dependence on algorithms and complex mathematical concepts. No knowledge of trigonometry, analytic geometry, or calculus is assumed, but the ideas of all three (proportionality, geometric reasoning, rate of change, approximation, etc.) are very helpful in fully developing the study of various cases. In terms of course prerequisites, students need to have a working knowledge of middle school mathematics and high school algebra (or college algebra). The sophistication of the case studies derives mostly from the contexts that span economics, sociology, politics, government policies, entertainment, health, and measurement. Acknowledgement We gratefully acknowledge support of the National Science Foundation for the further development and expansion of this course (DUE-0715039). Bernard L. Madison Shannon Dingman Fayetteville, Arkansas Stuart Boersma Ellensburg, Washington Caren Diefenderfer Roanoke, Virginia 5 Introduction