Summary of Szetela & Super (1987) Running head: SUMMARY OF SZETELA & SUPER (1987) Analytic Summary of Szetela and Super (1987): Calculators and Instruction in Problem Solving in Grade 7 Samuel Otten Michigan State University 1 Summary of Szetela & Super (1987) 2 Analytic Summary of Szetela and Super (1987): Calculators and Instruction in Problem Solving in Grade 7 Problem solving is at the core of the discipline of mathematics, yet elementary and secondary students of mathematics have “a great deal of difficulty” as soon as a problem requires more than a single application of a mathematical algorithm (p. 215). Moreover, it is often the case in mathematics classrooms that problem solving only appears in the form of “story problems” which require a translation of real-world information into the appropriate mathematical language, which addresses only one type of problem solving ability. More sophisticated process problems are rarely, if ever, found in mathematics classrooms. These are problems the solutions of which require multi-steps and a synthesis of content knowledge. Student deficiency in problem solving ability is a significant issue in mathematics education, and the related problem of how to teach problem solving is the primary focus of the article. There has been contention over this matter in the past. Some researchers have argued that certain content-independent problem solving strategies can be taught, whereas other researchers have countered that content-independent strategies are characteristic of weak problem solvers who are unable to employ the more powerful content-specific strategies (see p. 215-216). Secondarily, there is debate in the mathematics education community about the impact of calculators in the hands of students and the presence or absence of sex-related differences in problem solving ability. Szetela and Super designed their research so as to speak to these topics as well. The purpose of the study was to determine the effectiveness of an instructional program that emphasized certain problem solving strategies. The authors intended to Summary of Szetela & Super (1987) 3 simultaneously gather data regarding the effect of calculators as problem solving tools and regarding possible sex-related differences in student problem solving performance. Theoretical Perspective Szetela and Super did not seem to concern themselves with developing an explicit theoretical frame for this article, but there were theoretical guidelines present in the machinery of their study. The introductory pages cited an array of past work, but only to include their voices in the topics at hand and not to harvest any overarching framework, as far as I could tell. It was not until reading the method and procedure sections that I was able to recognize Pólya’s (1957) problem solving model—understand the problem, devise a plan, carry out the plan, look back—as the primary framework. The theory of metacognitive processes explicated by Lester and Garofalo (1985) was also employed as it relates to problem solving. Research Questions The research questions were enumerated just prior to the method section. They were as follows: 1. What differences are there among the three treatment groups on the following criterion variables? a. Solving translation problems b. Solving process problems c. Solving more complex problems d. Attitude toward problem solving e. Computational skills 2. What are the differences between boys and girls in problem-solving performance? 3. What are the effects on teachers' perceptions of problem solving? Summary of Szetela & Super (1987) 4 Method Forty-two grade 7 classes participated in the study. They were divided into three groups: 14 classes with problem solving instruction and calculators (CP Group), 10 classes with problem solving instruction but no calculators (P Group), and 10 classes with no special problem solving instruction and no calculators (C Group). Teachers of the CP and P groups were trained for several days throughout the school year in problem solving instructional strategies and were given problem solving materials to supplement the classroom text. Tests comprising translation problems, process problems, and complex problems were administered once in the middle and once at the end of the school year. Student attitude toward problem solving was also measured near the end of the school year. Findings The P Group scored significantly higher than the C Group on tests of translation and process problem solving. The CP Group scored significantly higher than the C Group on the translation tests and significantly higher than both the P and C Groups on the test of attitude toward problem solving. As for sex-related differences, no significant differences in performance were found within the treatment groups, but altogether the boys scored significantly higher than the girls on translation and process tests. The statistical analysis techniques employed by Szetela and Super seemed appropriate and were specifically chosen to compare the groups rather than the individual students within the groups. A separate statistical analysis, one more individually designed, was implemented with respect to the question of sex-related differences with regard to problem solving success. Summary of Szetela & Super (1987) 5 Conclusions Szetela and Super conclude that instruction with a focus on problem solving strategies and supplementary problem solving materials is slightly more effective at developing successful problem solvers than is traditional instruction. Also, students taught with calculators exhibited a more positive attitude toward problem solving and there was no documented loss in “pencil-and-paper skills” (p. 225). The authors suggest that the resistance to the use of calculators in math classrooms may be misguided in terms of problem solving. An obvious question to ask the researchers is this: why didn’t the CP and P Groups display a more pronounced effect? This question was addressed in the article. It was reiterated that significant differences were measured, and a few explanations for the lack of further differences were offered. First, teachers in the experimental groups reported that they tended to neglect the “looking back” stage of Pólya’s model, and students in general are not likely to engage in this important stage if not guided to do so by the teacher (p. 226). Second, teachers in the control group increased their emphasis on problem solving based on school district recommendations and a possible Hawthorne effect, implying the distinction between experimental and control was blurred. Third, it may be that the “knowledge domain dominates the use of general problem-solving strategies” (p. 226), as suggested by others cited in the introduction. Fourth, the ability to problem solve is complex and it may take years for instruction to have a large-scale effect. I would also suggest that this same complexity may make the construct of “problem solving ability” difficult to capture in three- and four-item tests, as attempted here. Summary of Szetela & Super (1987) 6 The article closed with a discussion of teaching implications. The authors posited that time spent in the classroom on computation and calculation, things that could be done quickly with a calculator, is time that may be better spent developing problem solving skills and metacognitive processes in the students. They contend that the teaching of problem solving could be improved via a reassessment of curriculum priorities and an alteration of classroom environment. Overall Remarks This article made a bold attempt to investigate the effectiveness of instructional strategies focused on problem solving, and found that after a year’s time there were only slight improvements in students’ problem solving ability. I was drawn into the article because of my agreement with the researchers on the importance of problem solving in mathematics education. I was able to see how the presence or absence of calculators factored into the issue, but it was not as clear to me why the analysis of sex-related differences was included in the study. To me this seemed slightly off topic. Perhaps this was relevant to the “buzz” at the time of publication. It may be the case that the last paragraph of the article was the most important, where the authors stated that much more research in this domain is required because many more questions remain. Are the existing models of problem solving adequate? Are the existing measures adequate? How can teachers with limited problem solving experience develop rich problem solving classrooms? Good questions all. Summary of Szetela & Super (1987) References Lester, F. K., Jr., & Garofalo, J. (1985). Metacognition, cognitive monitoring, and mathematical performance. Journal for Research in Mathematics Education, 16, 163-176. Pólya, G. (1957). How to solve it (2nd ed.). Princeton, NJ: Princeton University Press. Szetela, W. & Super, D. (1987). Calculators and instruction in problem solving in grade 7. Journal for Research in Mathematics Education, 18(3), 215-229. 7