Math Ed Readings:
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Dissertation (104 Refs)
Learning Theory: Social Cognitive Theory
Motivation in Education (Theory)
See chapter 3 for "concepts of ability and motivation", including self-perceptions of ability from an SCT perspective. Also, chapter 6 has info on teacher efficacy and motivation.
Alliance for Excellent Education. (2008). What keeps good teachers in the classroom? Understanding and reducing teacher turnover. Washington, DC: Author.


Teacher Turnover (Research - Quantitative)
Ball, D., & McDiarmid, G. (1989). The subject matter preparation of teachers (Issue Paper No. 89-4). Retrieved September 25, 2008, from Michigan State University, National Center for Research on Teacher Learning Web site: http://ncrtl.msu.edu/http/ipapers/html/pdf/ip894.pdf


Content Knowledge of Preservice Teachers (Theory)
Bandura, A. (1995). Comments on the crusade against the causal efficacy of human thought. Journal of Behavioral Therapy and Experimental Psychology, 26(3), 179-190.


Learning Theory: Social Cognitive Theory
Social Cognitive Theory as Anti-Behaviorist (Theory)
Bandura gives the philosophical argument for Social Cognitive Theory as an anti-behaviorist approach to the question of whether there is a causal relationship between cognition and behavior.
Bandura, A., Ross, D., & Ross, S. A. (1963). Imitation of film-mediated aggresive models. Journal of Abnormal and Social Psychology, 66 (1), 3-11.


Level: Primary Learning Theory: Social Cognitive Theory
Imitative Aggression in Children (Research - Quantitative)
Important early study of observation learning-- children exhibited aggresive behaviors after observing aggressive cartoons as well as after observing peer models. The term “imitation” is used to refer to the learned behavior.
Bong, M. (1997). Generality of academic self-efficacy judgments: Evidence of hierarchical relations. Journal of Educational Psychology, 89 (4), 696-709.


Level: Secondary Learning Theory: Social Cognitive Theory
Is Self-Efficacy More General than Previously Thought? (Research - Quantitative)
Abstract: The generality of academic self-efficacy judgments was examined among 588 high school students. Students rated their confidence for solving 42 problems in English, Spanish, U.S. history, algebra, geometry, and chemistry. Confirmatory factor analyses showed that students’ efficacy perceptions prevailed beyond the boundaries of specific problems. The 1st-order model with a separate self-efficacy factor for each school subject displayed the best fit. Verbal and Quantitative Academic Self-Efficacy illustrated the relations among the 1st-order factors better than General Academic Self-Efficacy. The generality of academic self-efficacy partly depended on the degree of perceived similarity among tasks. When asked to rate their efficacy toward 8 pairs of isomorphic algebra and physics problems, students reported more comparable strengths of self-efficacy as they perceived greater similarity between the problems.
Bong, M., & Clark, R. E. (1999). Comparison between self-concept and self-efficacy in academic motivation research. Educational Psychologist, 34(3), 139-153.


Learning Theory: Social Cognitive Theory
Self-Concept Vs. Self-Efficacy (Research - Quantitative)
Bong and Clark (1999) compare and contrast self-concept and self-efficacy along theoretical and empirical dimensions. They cite Shavelson et al’s (1976) definition of self-concept as the “perceptions of one’s self” that develop through an interplay of experiences, cognition, and affect. Self-concept is characterized as organized, multifaceted, hierarchical, stable, developmental, evaluative, and differentiable. The cognitive aspect of self-concept includes descriptive and evaluative components, and that the evaluative components often relate to comparisons to others (inferiority and superiority). Self-esteem refers to one’s general feelings of self-worth in which one is treated as a global entity. Self-efficacy, by focusing on one’s perception of capability to complete a given task in a specific context, is conceptually different, but often confused with self-concept. Some research suggests self-efficacy predicts self-concept. Self-concept effect sizes on achievement are often not definitive (average correlation of .21), while self-efficacy is a better predictor of both performance (.38) and persistence (.34). Self-concept has stronger relationships to anxiety, apprehension, intrinsic motivation, and value than self-efficacy. There is strong research evidence that self-concept and self-efficacy influences achievement more than the reverse effect, especially for older students (after 4th grade). The authors suggest that self-concept research could benefit from assessing cognitive components (self-concept of ability) and affective components separately, thus improving predictive power of the construct.
Book, C. L., & Freeman, D. J. (1986, March/April). Differences in entry characteristics of elementary and secondary teacher candidates. Journal of Teacher Education, 47-51.


Elementary vs. Secondary Teaching Majors (Research - Quantitative)
Book, C., Freeman, D., & Brousseau. (1985, May/June). Comparing academic backgrounds and career aspirations of education and non-education majors. Journal of Teacher Education, 27-30.


Education vs. Non-Education Majors (Research - Quantitative)
Bouffard-Bouchard, T. (2001). Influence on self-efficacy on performance in a cognitive task. The Journal of Social Psychology, 130 (3), 353-363.


Level: College Learning Theory: Social Cognitive Theory
Problem-Solving Calibration of Canadian College Students (Research - Quantitative)
Looked at 64 Canadian college students’ self-efficacy judgments on cognitive performance, problem-solving strategies, and the accuracy of self-evaluation of responses. Author concludes “self-efficacy is a viable construct for comprehending performance, particularly on academic tasks required sustained self-monitoring” (p. 353).
Brady, P., & Bowd, A. (2005). Mathematics anxiety, prior experience, and confidence to teach mathematics among pre-service education students. Teachers and Teaching: Theory and Practice, 11 (1), 37-46.


Math Anxiety, Prior Experience, Confidence in Preservice Teachers (Research - Quantitative)
Self-Esteem (Theory)
Brookhart, S. M., & Freeman, D. J. (1992). Characteristics of entering teacher candidates. Review of Educational Research, 62 (1), 37-60.


Statistical Characteristics of Future Teachers (Research - Quantitative)
Byrne, B. M. (1998). Structural equation modeling with LISREL, PRELIS, and SIMPLIS: Basic concepts, applications, and programming. Mahwah, NJ: Lawrence Erlbaum Associates.


SEM with LISREL (Theory - Quantitative)
Good book on SEM with LISREL
Campbell, J. R., & Beaudry, J. S. (1998). Gender gap linked to differential socialization for high-achieving senior mathematics students. The Journal of Educational Research, 91 (3), 140-147.


Level: Secondary
Gender Gap and Socialization (Research - Quantitative)
interesting theoretical view of the gender gap... pertains to high-achieving students (like math majors)
Campbell, N. K., & Hackett, G. (1986). The effects of mathematics task performance on math self-efficacy and task interest. Journal of Vocational Behavior, 28, 149-162.


Level: College Learning Theory: Social Cognitive Theory
Manipulating Mastery Experiences and Self-Efficacy (Research - Quantitative)
How does performance influence self-efficacy, task interest and self-evaluations of performance?
Chen, P. P. (2002). Mathematics self-efficacy calibration of seventh graders. Dissertation Abstracts International, 63(3), 858A. (AAT No. 3047203)


Level: Middle Learning Theory: Social Cognitive Theory
Self-Efficacy Calibration (Research - Quantitative)
Abstract: This study investigated seventh graders' math self-efficacy calibration and its effect on students' math performance, individual differences, such as gender, as well as academic variables, such as previous math achievement, post-performance effort judgment, and post-performance self-evaluation. According to Bandura (1986), students' self-efficacy beliefs about their capability to perform affects how they make choices of activities, courses of action, amount of effort to exert, and length of time engaged on a task. To date, the issue of the accuracy judgment of self-efficacy beliefs, termed calibration , has received little investigation. In the present study, it was measured in two ways: accuracy, which measures the magnitude of judgment errors; and bias, which measures the direction of judgment errors. In addition, the design of the study enabled the researcher to assess the relationship between students' personal processes (e.g., self-efficacy judgments of math capability, calibration, effort judgment, and performance evaluation) and variations in context (e.g., specific math problems and their difficulty level).
The results revealed that students' calibration accuracy significantly increased the predictiveness of their self-efficacy beliefs. Path analysis showed that calibration accuracy had both direct and indirect effects on math performance, with the indirect effects mediated through the students' self-efficacy beliefs. Self-efficacy played a direct role in predicting students' math performance, post-performance self-evaluation, and post-performance judgments of effort. The effects of prior math achievement on math performance were mediated largely through the students' self-efficacy beliefs. Unexpectedly, the effect of self-efficacy on post-performance judgments of effort was negative, indicating that high efficacy students needed to spend less effort in solving the math problems than low efficacy students. As for the individual differences in gender, the study found no statistical differences on any of the dependent measures, although boys had numerically higher self-efficacy, post-performance self-evaluation, and lower effort judgment than girls. In conclusion, the results revealed that students' self-efficacy beliefs play an important role in their acquisition of mathematical competence. Such information can be vital in assisting educators to tailor interventions that will enhance students' beliefs in their capability to learn math and as well as their actual success
Chen, P. P. (2003). Exploring the accuracy and predictability of the self-efficacy beliefs of seventh-grade mathematics students. Learning and individual differences, 14, 79-92.


Level: Middle Learning Theory: Social Cognitive Theory
Self-Efficacy Calibration (Research - Quantitative)
This is the closest article to my proposed dissertation design. It really should be memorized word-for-word. Using path analysis techniques, Chen found significant and independent effects of calibration, self-efficacy, and prior math achievement (as measured by the ITBS) on a mathematics test based on TIMMS items. Chen found different results when students rated their confidence on the same task versus different tasks. The generalizability and power of the study is limited by a relatively small sample size and sample of seventh graders at a catholic school in Tennessee. Chen’s findings of the significance of variables in her model are particularly helpful for my design, including her finding that gender was not a significant predictor of any other variable in the model. Chen also incorporated task difficulty in the model as a “level” variable. Good quote: “As a group, seventh-grade students overestimated their math capabilities, but their inaccuracies did not relate to the strength of their self-efficacy beliefs. Both high and low self-efficacy students were overly optimistic about their performance.” (p. 91)
Chen, P., & Zimmerman, B. (2007). A cross-national comparison study of self-efficacy beliefs of middle-school mathematics students. Journal of Experimental Education, 75(3), 221-244.


Level: Middle Learning Theory: Social Cognitive Theory
International Calibration Comparison (Research - Quantitative)
This article builds on Chen’s dissertation by applying the same protocol for assessing Taiwanese students’ self-efficacy, performance, and calibration. In the review of literature, the authors point to the work of Bol and Hacker (2001), Ewers and Wood (1993), and Pajares and Graham (1999) in suggesting that “accurate estimations of capability may be important to the academic success of gifted or highly achieving students” (p. 223). This may have implications for my study, because many mathematics majors would qualify as “gifted or highly achieving.” A major focus of this study is on the role of task-difficulty in self-efficacy judgments. Because Taiwanese content is more difficult than American, the authors compared seventh-grade U.S. students to sixth-grade Taiwanese students. The researchers found “more similarities than differences” in the self-efficacy ratings and calibration scores for students in the two countries, although there were differences favoring Taiwanese students in performance and effort.
College Board. (2008). ACT-SAT Concordance Tables. Retrieved January 15,, 2009, from http://www.act.org/aap/concordance/pdf/report.pdf


ACT-SAT conversion (Practice)
Davenport, E. C., Davison, M. L., Kuang, H., Ding, S., Kim, S. K., & Kwak, N. (1998). High school mathematics course-taking by gender and ethnicity. American Educational Research Journal, 35(3), 497-514.


Level: Secondary
Gender and Ethnicity Differences in Course Taking (Research - Quantitative)
Very small sex differences in mathematics course taking found in the 1990 NAEP data.
Dowling, D. M. (1978). The development of a mathematics confidence scale and its application in the study of confidence in women college students. Dissertation Abstracts, 39. (UMI No. AAT 7902111)


Level: College
Mathematics Confidence Scale (Research - Quantitative)
Dissertation addresses the reliability and validity of a mathematics confidence scale for college women.
Elliot, A. J., & Moller, A. C. (2003). Performance-approach goals: Good or bad forms of regulation? International Journal of Educational Research, 39, 339-356.


Are Performance Approach Goals Good or Bad? (Theory)
Abstract: At present, there is disagreement among achievement goal theorists regarding the beneficial or inimical nature of performance-approach goals. This article evaluates performance approach goals using three criteria: empirical, theoretical, and meta-theoretical (values/? beliefs). On the basis of these criteria, we conclude that performance-approach goals may be construed in both positive and negative terms, and that one’s opinion of these goals is likely to be based in which evaluative criteria one highlights. At the end of the article, we offer our own opinion of how educators should view performance-approach goals.
Ewers, C. A., & Wood, N. L. (1993). Sex and ability differences in children’s math self-efficacy and prediction accuracy. Learning and Individual Differences, 5 (3), 259-267.


Level: Primary Learning Theory: Social Cognitive Theory
Mathematics Self-Efficacy by Gifted and Sex Variables (Research - Quantitative)
Gifted and average-ability fifth graders show no differences in math self-efficacy by gender. Gifted students have higher self-efficacy than average students. Also addressed Prediction Calibration. Small study.
Finney, S. J., & Schraw, G. (2003). Self-efficacy beliefs in college statistics courses. Contemporary Educational Psychology, 28, 161-186.


Level: College Learning Theory: Social Cognitive Theory
Statistics Self-Efficacy-- Current and To Learn (Research - Quantitative)
Abstract: We developed measures of current statistics self-efficacy (CSSE) and self-efficacy to learn statistics (SELS) to address whether statistics self-efficacy is related to statistics performance, and whether self-efficacy for statistics increases during an introductory statistics course. Both instruments yielded reliable, one-factor solutions that were related positively to each other and to two measures of statistics performance (i.e., specific statistics problems and overall course performance). The CSSE and SELS also were related positively to math self-efficacy and attitudes towards statistics, but related negatively to anxiety. Changes between two different testing occasions using the CSSE indicated that statistics self-efficacy increased almost two standard deviations over a 12-week instructional period
Fischbein, E. (1987). Investigations in overconfidence. In Intuition in science and mathematics (pp. 28-42). Dordrecht: D. Reidel Publishing.


Learning Theory: Cognitive Information Processing
Psychological Foundations of Overconfidence (Theory)
Designing and Carrying-out Surveys (Theory)
Fowler gives a number of tips and tricks for designing surveys, administering such instruments, and analyzing data. The author focuses on validity and reliability of survey items, alignment of items with constructs and research questions, and assessing survey results.
Hacker, D. J., Dunlosky, J., & Graesser, A. C. (1998). Metacognition in educational theory and practice. Mahwah, NJ: Lawrence Erlbaum Associates.


Learning Theory: Social Cognitive Theory
Metacognition and prediction calibration for reading. (Theory)
See Chapter 4 for metacognition in constructivist mathematics. Also, Chapter 6 has information on test-predictions for students in reading.
Hackett, G., & Betz, N. E. (1989). An exploration of the mathematics self-efficacy/performance correspondence. Journal for Research in Mathematics Education, 20(3), 261-273.


Level: College Learning Theory: Social Cognitive Theory
Effects of Major and Gender on Calibration in Mathematics (Research - Quantitative)
This important first study on calibration includes path analysis and regression approaches to assessing self-efficacy and performance in college men and women. In arguing for self-efficacy as a predictor of career decision making, Hackett and Betz cite Bandura’s contention that mathematics anxiety is a consequence of low self-efficacy, and thus self-efficacy is a more important predictive variable. One finding includes “Hackett (1985) reported the results of a path analysis indicating that mathematics self-efficacy contributed more significantly than sex, years of high school mathematics, ACT mathematics score, or mathematics anxiety to predicting the choice of a mathematics-related college major.” The authors found no gender differences in calibration or performance. Contrary to subsequent studies, self-efficacy outweighed prior performance in influencing achievement on the mathematics performance measure.
Hackett, G., Betz, N. E., O’Halloran, M. S., & Romac, D. S. (1990). Effects of verbal and mathematics task performance on task and career self-efficacy and interest. Journal of Counseling Psychology, 37 (2), 169-177.


Level: College Learning Theory: Social Cognitive Theory
Manipulating Mastery Experiences and Self-Efficacy (Research - Quantitative)
experimental manipulation of self-efficacy by passing or failing math problems
Hair, J. F., Jr., Anderson, R. E., Tatham, R. L., & Black, W. C. (1998). Multivariate data analysis (5th ed.). Upper Saddle River, NJ: Prentice Hall.


Structural Equation Modeling (Theory - Quantitative)
Chapter 12 is AWESOME… includes 7-stage process for SEM and two examples
Hansford, B. C., & Hattie, J. A. (1982). The relationship between self and achievement/?performance measures. Review of Educational Research, 52 (1), 123-142.


Level: K-12
Inconsistent Relationship between Self-Esteem and Performance (Research - Quantitative)
Abstract: This meta-analysis examines the relationship between the various self-measures and measures of performance and achievement. The statistical results of 128 studies are transformed to a common measure, namely, correlation coefficients. These studies represent a total sample of 202,823 persons and produce a data base of 1,136 correlations between self-ratings and performance measures. A range in the relationship of -.77 to .96 was reported with an “average” correlation of.21. It was found that this average relationship was modified by a number of variables. The more significant modifiers of the average relation- ship were the grade-level of subjects, socioeconomic status, ethnicity, ability of subjects, self-term used in the study, name of self-test used, type and name of performance/?achievement measures, and the reliability of both the self-ratings and performance/?achievement measures.
Harding-DeKam, J. L. (2005). Construction and validation of an instrument for assessing prospective elementary teachers’ attitudes and beliefs in mathematics. Dissertation Abstracts International, 66, 1293A. (UMI No. 3171928)


Level: College
Mathematics Attitudes and Beliefs of Prospective Elementary Teachers (Research - Quantitative)
Abstract: This research establishes the Prospective Elementary Teachers’ Mathematics Attitudes and Beliefs Survey with the following four dimensions or subscales: (1) the Prospective Teachers’ Personal Confidence About Mathematics (2) Usefulness of Mathematics Content (3) Perception of Former Teachers’ Attitudes and Beliefs About Mathematics Ability and (4) the Prospective Teachers’ Attitudes and Beliefs on Teaching Mathematics to Elementary Students. The Prospective Elementary Teachers’ Mathematics Attitudes and Beliefs Survey is administered three times: once at the beginning of the Mathematics Teacher Education Course, once at the end of the Mathematics Teacher Education Course, and once during the fall of the prospective teachers’ first year teaching elementary students.
Hill, H. C., Rowan, B., & Ball, D. L. (2005). Effects of teachers’ mathematical knowledge for teaching on student achievement. American Educational Research Journal, 42 (2), 371-406.


Level: College
Pedagogical Content Knowledge (Research - Quantitative)
Hoffman, B., & Spatariu, A. (2008). The influence of self-efficacy and metacognitive prompting on math problem-solving efficiency. Contemporary Educational Psychology, 33, 875-893.


Level: College Learning Theory: Social Cognitive Theory
Testing the Motivational Efficiency Hypothesis (Research - Quantitative)
Abstract: A regression design was used to test the unique and interactive effects of self-efficacy beliefs and metacognitive prompting on solving mental multiplication problems while controlling for mathematical background knowledge and problem complexity. Problem-solving accuracy, response time, and efficiency (i.e. the ratio of problems solved correctly to time) were measured. Students completed a mathematical background inventory and then assessed their self-efficacy for mental multiplication accuracy. Before solving a series of multiplication problems, participants were randomly assigned to either a prompting or control group. We tested the motivational efficiency hypothesis, which predicted that motivational beliefs, such as self-efficacy and attributions to metacognitive strategy use are related to more efficient problem solving. Findings suggested that self-efficacy and metacognitive prompting increased problem-solving performance and efficiency separately through activation of reflection and strategy knowledge. Educational implications and future research are suggested.
Husman, J., Brem, S., & Duggan, M. A. (2005). Student goal orientation and formative assessment. Academic Exchange Quarterly, 9 (3), 355–359.


Level: Primary
Relationship between Formative Assessments and Goal Orientations (Research - Quantitative)
Abstract: This study examined the role of formative assessment in the development of student goal orientations. Students in one elementary school were examined over the course of a school year as they participated in a reading program using continuous formative assessment. Mastery orientation remained consistently high and performance orientation decreased. Students’ personal goal orientations were significantly related to their perceptions of their teachers’ goals for reading.
Ingersoll, R. M. (2003). Is there really a teacher shortage? (Document No. R-03-4). University of Washington: Center for the Study of Teaching and Policy.


Teacher shortages (Research - Quantitative)
Isiksal, M. (2005). Pre-service teachers’ performance in their university coursework and mathematical self-efficacy beliefs: What is the role of gender and year in program? The Mathematics Educator, 15 (2), 8-16.


Level: College
Performance/elf-Efficacy for Preservice Math Teachers (Research - Quantitative)
Within a cross-sectional design of pre-service middle school mathematics teachers in Turkey, Isiksal (2005) used explored students’ mathematics self-efficacy and performance in relation to gender and year-in-program effects. Isiksal found women consistently modestly outperformed men in the program, but that men and women held similar self-efficacy views. The author also found that self-efficacy ratings increased with year in the program, which he interpreted as evidence supporting Bandura’s four sources of self-efficacy. In other words, Isiksal interpreted the apparent increase in mathematics confidence to the cumulative effect of mastery experiences in college mathematics (and education) courses.
James, W. (1890). The principles of psychology. In Classics in the History of Psychology. Retrieved January 2, 2009, from http://psychclassics.yorku.ca/James/Principles/index.htm


Classic in Personal Psychology (Theory)
First mention of self-esteem as the quotient of successes and pretensions
Johnson, C. S., & Byars, J. A. (1977). Trends in content programs for preservice secondary mathematics teachers. The American Mathematical Monthly, 84 (7), 561-566.


Level: College
Content Preparation of Preservice Math Teachers (Research - Quantitative)
Joreskog, K., & Sorbom, D. (2008). LISREL for Windows (Version 8.8) [Computer software]. Lincolnwood, IL: Scientific Software International.


LISREL (Research - Quantitative)
Common Structural Equation Modeling Software
Kahan, J. A., Cooper, D. A., & Bethea, K. A. (2003). The role of mathematics teachers’ content knowledge in their teaching: A framework for research applied to a study of student teachers. Journal of Mathematics Teacher Education, 6, 223-252.


Content Knowledge of Preservice Math Teachers (Theory - Qualitative)
Kahneman, D., Slovic, P., & Tversky, A. (Eds.). (1982). Judgment under uncertainty: Heuristics and biases. Cambridge: Cambridge University Press.


Learning Theory: Cognitive Information Processing
Cognitive Science Perspective on Calibration (Theory)
THE textbook on the cognition of people involved in making uncertain judgments.
Kersaint, G., Horton, B., Stohl, H., & Garofalo, J. (2003). Technology beliefs and practices of mathematics education faculty. Journal of Technology and Teacher Education, 11(4), 549-577.


Level: College
Math Educators and Technology Use (Research - Quantitative)
Mathematics educators talk about how little they use technology in their methods, etc. classes.
Klassen, R. M. (2006). Too much confidence? The self-efficacy of adolescents with learning disabilities. In F. Pajares & T. Urdan (Eds.), Self-efficacy beliefs of adolescents (pp. 181-200). Greenwhich, CT: Information Age Publishing.


Level: K-12 Learning Theory: Social Cognitive Theory
Overconfidence of Students with Learning Disabilities (Research - Qualitative)
Lapan, R. T., Shaughnessy, P., & Boggs, K. (1996). Efficacy expectations and vocational interests as mediators between sex and choice of math/science college majors: A longitudinal study. Journal of Vocational Behavior, 49, 277-291.


Level: College Learning Theory: Social Cognitive Theory
Efficacy and Career Interests in Math Performance (Research - Quantitative)
Lapan et al cite research that suggest high school mathematics preparation (ACT scores, mathematics courses taken) and mathematics self-efficacy ratings explain significant and independent portions in observed sex differences in men and women’s choice of mathematics-related careers (math, science, engineering). Good quote: “Results from the present study strongly support the key role of math self-efficacy (Betz & Hackett, 1983; Hackett, 1985) as a critical filter (Sells, 1980) in the developmental process through which women either embrace or reject math/cience college majors. In this study, choice of a math/cience major was largely a function of adapting to self-efficacy (Bandura, 1977) and vocational interest patterns (Hansen & Campbell, 1985) that predated student entry into college.” (p. 289)
Leikin, R., & Zaslavsky, O. (1999). Connecting research to teaching: Cooperative learning in mathematics. The Mathematics Teacher, 92(3), 240-246.


Level: K-12
Cooperative Learning (Practice)
Lists 4 conditions for cooperative learning. describes the "exchange-of-knowledge" method and lists conclusions.
Lent, R. W., Brown, S. D., & Hackett, B. (1994). Toward a unifying social cognitive theory of career and academic interest, choice, and performance. Journal of Vocational Behavior, 45, 79-122.


Learning Theory: Social Cognitive Theory
Modeling Self-efficacy, Outcome Expectations, and Choices (Theory)
great visual model
Lent, R. W., Lopez, F. G., & Bieschke, K. J. (1991). Mathematics self-efficacy: Sources and relation to science-based career choice. Journal of Counseling Psychology, 38 (4), 424-430.


Level: College Learning Theory: Social Cognitive Theory
Sources of Self-efficacy and the relationship to Career Choices (Research - Quantitative)
sources of self-efficacy helped explain gender differences in math self-efficacy
Lent, R. W., Lopez, F. G., Brown, S. D., & Gore, P. A. (1996). Latent structure of the sources of mathematics self-efficacy. Journal of Vocational Behavior, 49, 292-308.


Learning Theory: Social Cognitive Theory
Sources of Self-Efficacy (Research - Quantitative)
Lichtenstein, S., & Fischhoff, B. (1980). Training for calibration. Organizational Behavior and Human Performance, 26, 149-171.


Learning Theory: Cognitive Information Processing
Calibration in Postdictions (Research - Quantitative)
Abstract: Two experiments attempted to improve the quality of people's probability assessments through intensive training. The first involved 11 sessions of 200 assessments each followed by comprehensive feedback. It produced considerable learning, almost all of which was accomplished after receipt of the first feedback. There was modest generalization to several related probability assessment tasks, but no generalization at all to two others. The second experiment reduced the training to three sessions. It revealed the same pattern of learning and limited generalization. About one-third of all subjects appeared to use probabilities quite appropriately on some tasks before training began. Further research is needed to understand why the training worked as well as it did, why that training did not always generalize, and why some individuals seemed to need no training at all. [Relates to calibration research in other arenas; specifically, on probability assessments in which people estimate the probability that a given statement is true. With training, this article says there is improvement.]
Lichtenstein, S., Fischoff, B., & Phillips, L. D. (1982). Calibration of probabilities: The state of the art to 1980. In D. Kahneman, P. Slovic, & A. Tversky (Eds.), Judment under uncertainty: Heuristics and biases (pp. 306-334). Cambridge: Cambridge University Press.


Learning Theory: Cognitive Information Processing
Calibration Curves and Other Postdiction Calibration Measures (Theory)
Techniques for measuring postdiction calibration, especially the calibration curve.
Lightsey, R. (1999). Albert Bandura and the exercise of self-efficacy [Review of the book Self-efficacy: The exercise of control]. Journal of Cognitive Psychotherapy, 13 (2), 158-166.


Review of Bandura's (1997) Self-Efficacy (Theory)
This article reviews Bandura’s (1997) important text on self-efficacy. Lightsey loves the book and does a very good job of placing self-efficacy theory in the context of the large body of research on the construct and its correspondence to achievement. The article reports the existence of over 1800 studies (2500 articles) related to self-efficacy and its function in a wide range of human activities and experiences.
Lin, L., & Zabrucky, K. M. (1998). Calibration of comprehension: Research and implications for education and instruction. Contemporary Educational Psychology, 23, 345-391.


Level: K-12 Learning Theory: Social Cognitive Theory
Reading Calibration (Research - Mixed Methods)
Reviews literature surrounding “calibration of comprehension” for students engaging in reading tasks. The authors place calibration in the context of metacognition (specifically evaluating knowledge instead of regulating cognition) and stress the importance of multiple measures of calibration (not just a single task) “Comprehension is a continuous variable and should be measured by multiple questions.” (p. 367) The review looks at 34 studies of young adults (college students) . Results include (1) students tend to use both self-beliefs of ability and information from tasks when rating their confidence of comprehension, (2) there is little research relating pretest and posttest calibration, (3) interest in a domain may be used to assess confidence on tasks, (4) there is an “illusion of knowing” effect related to overconfidence expressed by students on moderate and difficult tasks, (5) students tend to rate their likelihood of correctly answering an item at around 70 to 75%, (6) there is little research into the effect of item difficulty on pretest ratings. Good quote: “There is a tendency for adult students to generate unrealistic feelings of knowing when it comes to evaluating outcomes of learning. As can be seen in the present review, overconfidence is a common phenomenon among young adult students that may result in inadequate learning due to premature termination of cognitive processing.” (p. 384)
Loehlin, J. C. (1987). Latent variable models: An introduction to factor, path, and structural analysis. Hillsdale, NJ: Lawrence Erlbaum Associates.


SEM with LISREL (Theory - Quantitative)
Relies heavily on that Norwegian guy's view of SEM. Some good examples.
Lopez, F., & Lent, R. (1992). Sources of mathematics self-efficacy in high school students. Career Development Quarterly, 41(1), 3-11.


Level: Secondary Learning Theory: Social Cognitive Theory
Sources of self-efficacy in High School (Research - Quantitative)
Lutzer, D. J. (2002). Mathematics majors 2002. Williamsburg, VA: College of William and Mary, Department of Mathematics.


Level: College
Estimates of Mathematics Majors (Research - Quantitative)
Lutzer, D. J., Maxwell, J. W., & Rodi, S. B. (2002). Statistical abstract of undergraduate programs in the mathematical sciences in the United States. American Mathematical Society. Retrieved May 26, 2007, from http://www.ams.org/


Level: College
U.S. Math Departments (Research - Quantitative)
Page 127 or 137 gives percents of depts using graphing calculators, specifically for calculus.
Lutzer, D. J., Rodi, S. B., Kirkman, E. E., & Maxwell, J. W. (2007). Statistical abstract of undergraduate programs in the mathematical sciences in the United States: Fall 2005 CBMS survey. American Mathematical Society.


Level: College
Statistical Summary of Mathematics Programs (Research - Quantitative)
Madewell, J., & Shaughnessy, M. F. (2003). An interview with Frank Pajares. Educational Psychology Review, 15 (4), 375-397.


Learning Theory: Social Cognitive Theory
Interview of Frank Pajares (Theory)
Pajares (Madewell & Shaughnessy, 2003) summarizes his views on self-efficacy and self-beliefs in educational psychology. He describes self-efficacy as “the confidence we have in our abilities” (p. 381) and states, “What we know, the skills we possess, or what we have previously accomplished are not always good predictors of subsequent attainments because the beliefs we hold about our capabilities powerfully influence the wayswe behave. Consequently, how we behave is mediated by our beliefs about our capabilities and is often better predicted by these beliefs than by the results of our previous performances.” (p. 381) Another good quote: “What seems clear, however, is that we should not tinker with overconfidence. Tailhard de Chardin wrote that “it is our duty as human beings to proceed as though the limits of our capabilities do not exist.” Who can ever assess a student’s full potential with complete accuracy? Students surprise us all the time, just as we surprise ourselves. We should be careful about attempting to “calibrate” a student’s self-efficacy beliefs. Improving students’ calibration—the accuracy of their self-efficacy beliefs—is an enterprise fraught with potential dangers. Remember that the stronger the self-efficacy, the more likely are persons to select challenging tasks, persist at them, and perform them successfully. Efforts to lower students’ efficacy beliefs should be discouraged. Improving students’ calibration should emphasize helping them to better understand what they know and do not know so that they may more effectively deploy appropriate cognitive strategies as they perform a task. We should keep carefully in mind that the issue of “accuracy” cannot easily be divorced from issues of well-being, optimism, resilience, and optimal functioning. Research findings support the notion that, as people evaluate their lives, they are more likely to regret the challenge not confronted, the contest not entered, the risk unrisked, and the road not taken as a result of underconfidence and self-doubt rather than the action taken as a result of overconfidence and optimism.” (p. 397)
Maki, R. H., Shields, M., Wheeler, A. E., & Zacchilli, T. L. (2005). Individual differences in absolute and relative metacomprehension accuracy. Journal of Educational Psychology, 97 (4), 723-731.


Level: College
Metacomprehension accuracy = Calibration (Research - Quantitative)
Abstract: The authors investigated absolute and relative metacomprehension accuracy as a function of verbal ability in college students. Students read hard texts, revised texts, or a mixed set of texts. They then predicted their performance, took a multiple-choice test on the texts, and made posttest judgments about their performance. With hard texts, students with lower verbal abilities were overconfident in predictions of future performance, and students with higher verbal abilities were underconfident in judging past performance. Revised texts produced overconfidence for predictions. Thus, absolute accuracy of predictions and confidence judgments depended on students’ abilities and text difficulty. In contrast, relative metacomprehension accuracy as measured by gamma correlations did not depend on verbal ability or on text difficulty. Absolute metacomprehension accuracy was much more dependent on types of materials and verbal skills than was relative accuracy, suggesting that they may tap different aspects of metacomprehension.
Martin, J. (2004). Self-regulated learning, social cognitive theory, and agency. Educational Psychologist, 39(2), 135-145.


Learning Theory: Social Cognitive Theory
Overview of Social Cognitive Theory (Theory)
McMillan, J. H., Singh, J., & Simonetta, L. G. (2001, Winter). The tyranny of self-oriented self-esteem. Educational Horizons, 92-95.


Self-Focused Self-Esteem is Bad (Theory)
Suggests that the common misconception of self-esteem as a self-focused concept should be replaced by “earned self-esteem”, which can only be gained through accomplishments in outwardly-focused activities with external standards.
Mels, G. (2006). LISREL for Windows: Getting started guide. Lincolnwood, IL: Scientific Software International.


Intro to LISREL and Path Analysis (Theory)
pages 4-7 explain how to fit a path model
Mertens, D. M. (2005). Research and evaluation in educational psychology: Integrating diversity with quantitative, qualitative, and mixed methods (2nd ed.). Thousand Oaks, CA: Sage.


Research Design and Methods (Theory)
This "how to" manual for educational research includes very good discussions of validity and reliability, as well as sampling techniques and various forms of research. The discussion of methods to enhance reliability and validity (in both quantitative and qualitative designs) is especially good in the "single-case" research designs.
Midgley, C., & Urdan, T. (2001). Academic self-handicapping and achievement goals: A further examination. Contemporary Educational Psychology, 26, 61-75.


Level: Middle
Performance Avoid=Bad, Mastery=Good, Performance Approach=? (Research - Quantitative)
Abstract: This study extends previous research on the relations among students’ personal achievement goals, perceptions of the classroom goal structure, and reports of the use of self-handicapping strategies. Surveys, specific to the math domain, were given to 484 7th-grade students in nine middle schools. Personal performance-avoid goals positively predicted handicapping, whereas personal performance-approach goals did not. Personal task goals negatively predicted handicapping. Perceptions of a performance goal structure positively predicted handicapping, and perceptions of a task goal structure negatively predicted handicapping, independent of personal goals. Median splits used to examine multiple goal profiles revealed that students high in performance-avoid goals used handicapping more than did those low in performance-avoid goals regardless of the level of task goals. Students low in performance- avoid goals and high in task goals handicapped less than those low in both goals. Level of performance-approach goals had little effect on the relation between task goals and handicapping.
Milbourne, L. A. (2002). Finding mathematics teachers. Columbus, OH: ERIC Clearinghouse for Science Mathematics and Environmental Education. (ERIC Document Reproduction Service No. ED478713)


Level: College
Statistics of Mathematics Teachers (Research - Quantitative)
Moncur, M. (2007). Henry Ford (1863-1947). In Quotations by author. Retrieved January 2, 2009, from http://www.quotationspage.com/?quotes/?Henry_Ford/


Learning Theory: Social Cognitive Theory
Henry Ford Quote on Self-Efficacy (Theory)
"whether you think you can or that you can't, you're probably right"
Monk, D. H. (1994). Subject area preparation of secondary mathematics and science teachers and student achievement. Economics of Education Review, 13 (2), 125-145.


Level: College
Content Preparation of Preservice Math Teachers (Research - Quantitative)
Moore, D. A., & Small, D. A. (2007). Error and bias in comparative judgment: On being better and worse than we think we are. Journal of Personality and Social Psychology, 92 (6), 972-989.


Error, bias, and Social/ormative Comparisons (Theory)
Moore and Small (2007) discuss individual’s self-beliefs regarding social comparisons, including the primary tendency of people to judge themselves as better than average in most domains (e.g., driving, investing) and contrasting tendency to judge themselves as worse than average in very difficult domains (e.g., juggling, living past 100). The authors suggest these social comparisons, because of the ambiguous nature of “other people” and the comparative lack of information individuals have about others, really reflect self-evaluations. This suggests normative evaluations, as in those used in self-concept measures, reflect response bias toward self-evaluations. (Additional evidence for self-efficacy over self-concept.)
Morton, B. A., Peltola, P., Hurwitz, M. D., Orlofsky, G. F., Strizek, G. A., & Gruber, K. J. (2008). Education and certification qualifications of departmentalized public high school-level teachers of core subjects: Evidence from the 2003-04 Schools and Staffing Survey (NCES No. 2008-338). Washington, D.C.: National Center for Education Statistics.


Level: College
Preparation/ualifications of Math Teachers (Research - Quantitative)
Mura, R. (1987). Sex-related differences in expectations of success in undergraduate mathematics. Journal for Research in Mathematics Education, 18(1), 15-24.


Level: College
Sex-differences in Expectations for Success in Math (Research - Quantitative)
most overconfident, men more so than women
Level: K-12
Federal Oversight of K-12 Education (Practice)
Federal mandate regarding qualifications of teachers, support for students, and expectations for student performance and improvement.
O’Brien, V., Kopala, M., & Martinez-Pons, M. (1999). Mathematics self-efficacy, ethnic identity, gender, and career interests related to mathematics and science. Journal of Educational Research, 92 (4), 231-235.


Level: College Learning Theory: Social Cognitive Theory
Self-Efficacy, Gender, and Career Interests (Research - Quantitative)
O’Brien, Kopola, and Martinez-Pons (1999) describe an investigation into a literature-based model of 400 secondary students’ interest in mathematics-related careers. The authors tested a model that incorporated a general mathematics self-efficacy construct (Hackett & Betz, 1985), gender, ethnic identity, and SES. Self-efficacy was the strongest correlate of career interest, prior mathematics score (PSAT), and ethnic identity, although there was no correlation between gender and self-efficacy. In fact, the only variable that correlated to gender was interest in mathematics-related careers (males were more interested than females).
O’Connor, M. (1989). Models of human behaviour and confidence in judgment: A review. International Journal of Forecasting, 5, 159-169.


Learning Theory: Cognitive Information Processing
Review of Calibration Research in 1960s and 70s (Theory)
This article reviews the large body of research in the 1960s and 70s into individuals’ calibration in assigning confidence ratings to objective statements (e.g., How confident are you that the following is true? “Israel is larger than Nepal”) . While this form of calibration is different from calibration in self-efficacy judgments, results from psychological experiments underscores factors influencing the accuracy of confidence judgments. O’Connor gleans several factors from the literature: (1) familiarity with task requirements (e.g., assigning probability values to feelings of uncertainty takes practice), (2) familiarity with the topic of interest (subject matter knowledge), and (3) adequate feedback (on the accuracy of prior judgments). For example, the widely reported tendency of people to be overconfident in assigning confidence values is much less likely when participants have deep understanding of the content domain. The author cites Sieber (1974) and Pitz (1974) as reporting very high calibration of college students in rating their confidence in attaining given final grades in a course. O’Connor situates the results in Beach and Mitchell’s contingencies model (behaviorism).
Osborne, J. W., & Waters, E. (2002). Four assumptions of multiple linear regression that researchers should always test. Practical Assessment, Research, & Evaluation, 8(2). Retrieved January 15, 2009 from http://PAREonline.net


Assumptions of Multiple Linear Regressions (Research - Quantitative)
Lists assumptions and gives preactical reasons for testing for them.
Pajares, F., & Graham, L. (1999). Self-efficacy, motivation constructs, and mathematics performance of entering middle school students. Contemporary Educational Psychology, 24, 124-139.


Level: Middle Learning Theory: Social Cognitive Theory
Motivational Factors, Self-Efficacy, and Performance in Middle School Math (Research - Quantitative)
Pajares and Graham (1999) set-out to assess the effects of a variety of motivational factors in predicting mathematics performance among (N=273) middle school students. The authors also sought to assess whether these effects change during students’ first year in middle school. In a review of self-efficacy research, the authors say, “Across ability levels, students whose self-efficacy is higher are more accurate in their mathematics computation and show greater persistence on difficult items than do students whose self-efficacy is low.” (p. 125) In terms of gender differences, Pajares and Graham describe six studies that found no differences in performance between boys and girls, but that boys held higher confidence in mathematics than girls starting in middle school and persisting through high school. Other motivational variables that predict academic performance include math anxiety, self-concept, self-efficacy for self-regulation, perceived value, and academic engagement (persistence and effort). The article contains detailed explanation of self-efficacy and calibration instrumentation, with justification for the choices of measures in the literature. The authors also highlight the implications of administering self-efficacy surveys on high stakes assessments, which is atypical for studies of self-efficacy and academic achievement. The authors found no gender differences, but did find that gifted students performed better, held higher self-efficacy ratings, and better calibrated than non-gifted students. After controlling for all other motivational variables, self-efficacy was the largest predictor of performance, and the only significant predictor on both administrations of exams.
Pajares, F., & Miller, M. D. (1994). Role of self-efficacy and self-concept beliefs in mathematical problem solving: A path analysis. Journal of Educational Psychology, 86 (2), 195-203.


Level: Middle Learning Theory: Social Cognitive Theory
Path Analysis of Self-Efficacy and Self-Concept on Achievement (Research - Quantitative)
Pajares, F., & Miller, M. D. (1997). Mathematics self-efficacy and mathematical problem solving: Implications of using different forms of assessment. Journal of Experimental Education, 65(3), 213-229.


Level: Secondary Learning Theory: Social Cognitive Theory
Measuring Self-Efficacy and Performance (Research - Quantitative)
Tested three methods of measuring calibration when students were asked to rate their confidence in doing tasks and then completed open-ended and multiple choice tests. Calibration was lower for the open-ended test format, but did not differ significantly based on method of measurement or pre-alg vs. algebra students. The authors found no gender differences on any of the self-efficacy, calibration, or performance measures. The authors caution that "using identical self-efficacy and performance indexes in an effort to closely match belief and criterion may lead to positively biased estimates of effects from self-efficacy to performance outcomes. Thus, researchers are encouraged to use similar rather than identical items or tasks to assess self-efficacy beliefs and performance criteria" (p. 220).
Pajares, F., & Schunk, D. H. (2001). Self-beliefs and school success: Self-efficacy, self-concept, and school achievement. In R. Riding & S. Rayner (Eds.), Perception (pp. 239-266). London: Ablex Publishing.


Level: K-12 Learning Theory: Social Cognitive Theory
Overview of Self-Beliefs and Self-Efficacy (Theory)
Pajares, F., & Schunk, D. H. (2002). Self and self-belief in psychology and education: An historical perspective. In J. Aronson (Ed.), Improving academic achievement (pp. 5-25). New York: Academic Press.


History of Self-Beliefs in Educational Psychology (Theory)
Historical development of the Self in educational psychology, ranging from William James to Freud, the Humanistic Revolt, and current academic motivation research on constructs like self-concept and self-efficacy.
Pajares, F., & Urdan, T. (Eds.) (2006). Self-efficacy beliefs of adolescents. Greenwhich, CT: Information Age Publishing.


Level: Secondary Learning Theory: Social Cognitive Theory
Self-Efficacy in Adolescents (Theory)
Awesome book, with a chapter from Bandura himself (on how to measure self-efficacy), and a wide range of applications of self-efficacy research for adolescent learning.
Philippou, G. N., & Christou, C. (1998). The effects of a preparatory mathematics program in changing prospective teachers' attitudes towards mathematics Educational Studies in Mathematics, 35(2), 189-206.


Level: College Learning Theory: Social Cognitive Theory
Teacher Prep and Attitudes toward Mathematics (Research - Quantitative)
Teacher prep can improve teachers attitudes toward mathematics, including self-efficacy
Pillai, K. G. (2005). Accuracy, confidence, and calibration of consumer knowledge: Roles of product type, product involvement, and general self-efficacy. Unpublished doctoral dissertation, Florida State University.


Level: Adult
Calibration in Postdiction Consumer Knowledge with General Self-Efficacy (Research - Quantitative)
Reyes, L. H. (1984). Affective variables and mathematics education. The Elementary School Journal, 84 (5), 558-581.


Affect in Math Education (Theory)
Rosenthal, J. S. (1995). Active learning strategies in advanced mathematics classes. Studies in Higher Education, 20 (2), 223-229.


Reform Teaching in Advanced Mathematics (Practice)
Schraw, G. (1995). Measures of feeling-of-knowing accuracy: A new look at an old problem. Applied Cognitive Psychology, 9, 321-332.


Learning Theory: Cognitive Information Processing
Feeling-of-knowing Accuracy and Calibration of Postdictions (Theory)
First introduced the terms accuracy and bias, but used them for postdiction reading comprehension assessments, not self-efficacy judgments.
Schraw, G., Polenza, M. T., & Nebelsick-Gullet, L. (1993). Constraints on the calibration of performance. Contemporary Educational Psychology, 18, 455-463.


Learning Theory: Cognitive Information Processing
Calibration of Postdictions (Research - Quantitative)
Seidman, I. (1998). Interviewing as qualitative research (2nd ed.). New York: Teachers College Press.


Interviewing (Theory)
Shulman, L. S. (1986). Those who understand: Knowledge growth in teaching. Educational Researcher, 15 (2), 4-14.


Pedagogical Knowledge (Theory)
Shulman, L. S., & Shulman, J. H. (2004). How and what teachers learn: a shifting perspective. Journal of Curriculum Studies, 36 (2), 257-271.


Learning Theory: Situated Cognition
Situated Perspective of Pedagogical Knowledge (Theory)
Snedecor, G. W., & Cochran, W. G. (1989). Statistical methods (8th ed.). Ames, IA: Iowa State University Press.


Statistics of all Types (Theory - Quantitative)
Basic data analysis and statistics for social sciences, lots of examples involve physical sciences though.
Stage, F. K., Carter, H. C., & Nora, A. (2004). Path analysis: An introduction and analysis of a decade of research. The Journal of Educational Research, 98(1), 5-12.


Path Analysis Guidelines (Research - Quantitative)
contains criteria for path analysis and reporting... VERY GOOD
Stevens, J. (1996). Applied Multivariate Statistics for the Social Sciences, 3rd Ed. Mahwah, NJ: Lawrence Erlbaum Associates.


Statistical Methods (Theory)
Thorough treatment of statistical methods with SPSS. Particularly good for validating models.
Stone, N. J. (2000). Exploring the relationship between calibration and self-regulated learning. Educational Psychology Review, 12 (4), 437-475.


Learning Theory: Social Cognitive Theory
Potential Relationships between Calibration and Self-Regulation (Theory)
Suhr, D. (2008). Step your way through path analysis. Western Users of SAS Software Conference Proceedings. Retrieved January 13, 2009, from http://www.wuss.org/


Path Analysis Step-by-Step (Research - Quantitative)
Some procedural steps for path analysis.
Thiede, K. W., & Anderson, M. C. M. (2003). Summarizing can improve metacomprehension accuracy. Contemporary Educational Psychology, 28, 129-160.


Level: College
Possible to Improve Calibration (Research - Quantitative)
Abstract: In two experiments, it was examined whether the accuracy of comprehension monitoring (metacomprehension accuracy) was improved by summarizing texts. College students read texts and then some wrote a summary of each text (either immediately after reading or after a delay—the delay between reading and summarizing was filled by the reading of the remaining texts), whereas others did not (the control group). All the students then rated their comprehension of each text. Finally, they completed a test of the material covered in each text. In both experiments, metacomprehension accuracy, operationalized as the correlation between ratings of comprehension and subsequent test performance, was dramatically greater for the group of students that wrote summaries after a delay than for the control group or the group of students that wrote summaries immediately after reading a text. These findings are described in the context of a discrepancy-reduction model of self-regulated study.
Multivariate data analysis and statistics. (Theory - Quantitative)
High-level treatment of multivariate statistics. Lots of equations.
Usher, E. L., & Pajares, F. (2008). Sources of self-efficacy in school: Critical review of the literature and future research. Review of Educational Research (78)(4), 751-796.


Learning Theory: Social Cognitive Theory
Meta-analysis of Sources of Self Efficacy Research (Research - Mixed Methods)
Complete synthesis of the literature on sources of self-efficacy in education. Includes a nice summary of the very limited qualitative research into the sources, along with a recommendation for more of it. Thorough discussion of the quantitative and construct validity issues surrounding measurement of the sources.
Watson, J. M. (2001). Profiling teachers’ competence and confidence to teach particular mathematics topics: The case of chance and data. Journal of Mathematics Teacher Education, 4, 305-337.


Teacher Self-Efficacy (Practice - Mixed Methods)
Wilson, P. S., Cooney, T. J., & Stinson, D. W. (2005). What constitutes good mathematics teaching and how it develops: Nine high school teachers’ perspectives. Journal of Mathematics Teacher Education, 8 (2), 83-111.


Good Mathematics Teaching in High School (Practice - Qualitative)
Zhao, Q., & Linderholm, T. (2008). Adult metacomprehension: Judgment processes and accuracy constraints. Educational Psychology Review, 20 (2), 191-206.


Level: Adult
Calibration as Metacomprehension Accuracy in Reading (Theory)
Abstract: The objective of this paper is to review and synthesize two interrelated topics in the adult metacomprehension literature: the bases of metacomprehension judgment and the constraints on metacomprehension accuracy. Our review shows that adult readers base their metacomprehension judgments on different types of information, including experiences with current tasks and pre-formed expectations of performance affected by factors such as self-perception of ability. We propose a model that shows the anchoring and adjustment mechanism (Tversky and Kahneman, Science 185:1124–1130, 1974) underlies metacomprehension judgments. Specifically, due to test uncertainty, people may judge future comprehension performance by starting with an anchor such as pre-formed performance expectations and then (insufficiently) adjust away from it based on experiences with current tasks. This anchoring and adjustment model of metacomprehension judgment sheds light on what constrains metacomprehension accuracy. We conclude that two main accuracy constraints are the anchoring effect and the poor diagnostic validity of experiential cues. Based on the review, we discuss avenues for future research that will further our understanding of the mechanisms underlying metacomprehension.
Zimmerman, B. J., & Schunk, D. H. (1989). Self-regulated learning and academic achievement: theory, research, and practice. New York: Springer-Verlag.


Learning Theory: Social Cognitive Theory
Self-Regulation and Achievement (Theory)
Self-regulation theory, with applications to classroom learning. See Chapter 7 for connections to constructivism.
Zimmerman, B. J., Bandura, A., & Martinez-Pons, M. (1992). Self-motivation for academic attainment: The role of self-efficacy beliefs and personal goal setting. American Educational Research Journal, 29 (3), 663-676.


Level: Primary Learning Theory: Social Cognitive Theory
Self-Efficacy and Goals in Academic Motivation (Research - Quantitative)
Abstract: The causal role of students’ self-efficacy beliefs and academic goals in self-motivated academic attainment was studied using path analysis procedures. Parental goal setting and students’ self-efficacy and personal goals at the beginning of the semester served as predictors of students’ final course grades in social studies. In addition, their grades in a prior course in social studies were included in the analyses. A path model of four self-motivation variables and prior grades predicted students ‘final grades in social studies, R = .56. Students’ beliefs in their efficacy for self-regulated learning affected their perceived self-efficacy for academic achievement, which in turn influenced the academic goals they set for themselves and their final academic achievement. Students’ prior grades were predictive of their parents’ grade goals for them, which in turn were linked to the grade goals students set for themselves. These findings were interpreted in terms of the social cognitive theory of academic self- motivation.
MED 610: Survey of Math Ed Research (16 Refs)
Black, P., & Wiliam, D. (1998, October). Inside the black box: Raising standards through classroom assessment. Phi Delta Kappan, 139-148.


Level: Secondary
Formative Assessment (Practice)
Carpenter, T. P., Fennema, E., Peterson, P. L., & Loef, M. (1989). Using knowledge of children's mathematics thinking in classroom teaching: An experimental study. In T. Carpenter, J. Dossey, & J. Koehler, Classics in mathematics education research (pp. 135-151). Reston, VA: National Council of Teachers of Mathematics.


Level: Middle Learning Theory: Radical Constructivism
Cognitively Guided Instruction (Research - Quantitative)
Carraher, T. N., Carraher, E. W., & Schliemann, A. D. (1985). The relationship of teachers' conceptions of mathematics and mathematics teaching to instructional practice. In T. Carpenter, J. Dossey, & J. Koehler, Classics in mathematics education research (pp. 187-193). Reston, VA: National Council of Teachers of Mathematics.


Level: Middle Learning Theory: Situated Cognition
Street Mathematics (Research - Mixed Methods)
Colosi, L. (1997). Reliability and validity: What's the difference? In The layman's guide to social research methods. Retrieved November 5, 2006, from http://www.socialresearchmethods.net/


Reliability and Validity (Theory)
Creswell, J. W. (2003). Research design: Qualitative, quantitative, and mixed methods approaches. (2nd ed.). Thousand Oaks, CA: Sage.


Research Designs (Theory)
Economic and Social Data Service. (2006, June 22). Qualitative data types. Retrieved October 25, 2006, from http://www.esds.ac.uk/


Qualitative Data Types (Theory)
Ercikan, K., & Roth, W. (2006). What good is polarizing research into qualitative and quantitative? Educational Researcher, 35(5), 14-23.


The Qualitative-Quantitative Debate (Theory)
Ercikan and Roth aim to debunk the qualitative-quantitative dichotomy by pointing out that all contexts in education have both quantifications and interpretive qualities. They also point to the goals of most qualitative research (provide thick description and develop theories) as one reason for the difference between qualitative and quantitative approaches to generalizability. On the other hand, the authors note that most quantitative educational research does not employ random sampling and rarely meets criteria for generalizing beyond samples, so making inferences can be difficult in both arenas. Though "Research activities are polarized into qualitative and quantitative classifications based on how phenomena are represented." (p.16), it is important to use both qualitative and quantitative representations of data during analysis. The authors also point to the fact that nearly all educational research requires researches to use subjective, defensible judgments instead of objectivity. They conclude with a framework for discussing inference along 8 continuums:
Erlwanger, S. H. (1973). Benny's conception of rules and answers in IPI mathematics. Journal of Children's Mathematical Behavior, 1(2), 7-25.


Level: Primary Learning Theory: Behaviorism Methodology: Case Study
Individual Programmed Instruction (Research - Qualitative)
Benny is a student who develops incomplete understanding of mathematics by working for several years in a individualized programmed instruction curriculum. Benny "learns" that mathematics is sometimes like magic and that there are multiple answers for a given mathematical problem, but that equivalent answers may be incorrect because they do not follow the form on the answer sheet. This early example of a qualitative study was influential in mathematics education because it provided a counterexample to the benefits that behavioral researchers attributed to programmed instruction that was founded on Skinner's principles of conditioned responses. Though Benny was excelling in his program, Erlwanger was able to gain insight into Benny's many misconceptions through tasked-based interviews with qualitative follow-up questions. Benny had invented many "rules" to fit the feedback he received from the answer keys, but understood very little mathematics. Poor Benny.
Good, T. L., & Grouws, D. A. (1979). The Missouri Mathematics Effectiveness Project: An experimental study in fourth-grade classrooms. Journal of Educational Psychology, 71(3), 355-362.


Level: Primary
Evaluating a Reform Initiative (Research - Quantitative)
Lampert, M. (1990). When the problem is not the question and the solution is not the answer: Mathematical knowing and teaching. In T. Carpenter, J. Dossey, &J. Koehler, Classics in mathematics education research (pp. 153-171). Reston, VA: National Council of Teachers of Mathematics.


Level: Primary Learning Theory: Social Constructivism Methodology: Case Study
Mathematical Discourse in Teaching Exponents (Research - Qualitative)
National Council of Teachers of Mathematics. (2000). Principles and standards for school mathematics. Reston, VA: Author. Retrieved June 17, 2007, from http://my.nctm.org/


Level: K-12
Best Practices in K-12 Math (Practice)
National Council of Teachers of Mathematics. (2006). NCTM at a glance. Retrieved September 4, 2006, from http://nctm.org/


Level: K-12
The NCTM (Practice)
Nichols, D. P. (1994). The Mantel Haenszel statistic for 2x2xK tables. In SPSS keywords. Retrieved February 4, 2007, from UCLA Academic Technology Services Web site: http://www.ats.ucla.edu/


Testing for Conditional Associations (Theory)
San Diego State University Foundation, & Philipp, R. (Producers). (2004). IMAP CD-ROM: Integrating mathematics and pedagogy to illustrate children's reasoning [Motion picture]. United States: Prentice Hall.


Level: Primary
Videos of Children Learning (Practice)
Thompson, A. G. (1984). The relationship of teachers' conceptions of mathematics and mathematics teaching to instructional practice. In T. Carpenter, J. Dossey, & J. Koehler, Classics in mathematics education research (pp. 173-184). Reston, VA: National Council of Teachers of Mathematics.


Level: Middle Methodology: Comparative Case Study
Teachers' Views of Mathematics (Research - Qualitative)
Wikipedia. (2006, September 25). Mann-Whitney U. Retrieved October 16, 2006, from http://en.wikipedia.org/


Non-Parametric/mall-Sample Alternative to T-Tests (Theory)
MED 674: Secondary Math Ed (22 Refs)
Arbaugh, F., Scholten, C. M., & Essex, N. K. (2001). Data in the middle grades: A probability WebQuest. Mathematics Teaching in the Middle School, 7(2), 90-95.


Level: Middle
Teaching Probability (Practice)
Arbaugh, Scholten, and Essex report on Scholten's attempt to introduce her middle school students to probability through a WebQuest activity. WebQuest.org is produced by San Diego State University and allows teachers to build web-based inquiry activities for their classrooms. Scholten's WebQuest activity included spreadsheet simulators for tossing a coin, using a four-color-spinner, and rolling a die. The middle school students could choose the number of trials for each simulator, but then were asked to record the outcomes on a paper worksheet as well as in the spreadsheet application. The authors point to a benefit of using the simulators related to the fact that students spent much less time and cognitive energy collecting data and more time interpreting outcomes. The students also interacted with the WebQuest activity by attempting to "decipher" formulas in the spreadsheet cells and making and testing conjectures about the distribution of outcomes for specified sample sizes. The authors described opportunities for students working on the activity to construct understandings of and connections between probabilities given literally (the outcome will always occur), as percentages (46% heads), and in decimal form (0.5). Moreover, the teacher introduced the difference between theoretical probability and experimental probability, and the students' interactions with ever-increasing trial sizes may have helped them form foundational understandings of limits (specifically the Central Limit Theorem). Scholten reports intending to extend the WebQuest investigations to rolling two dice and simulating conditional probabilities. The authors give little information about the nature of the students' understanding of probability after completing the online activity, but the design of the activity clearly allowed for formative self- and teacher-assessments and afforded opportunities for students to generate data easily when forming and testing conjectures. (Note: Scholten's WebQuest activity appears to have disappeared from the internet, but many "probability simulators" and accompanying activities are available online.)
Bransford, J. D., Brown, A. L., & Cocking, R. R. (Eds.). (2000). How people learn: Brain, mind, experience, and school (Expanded ed.). Washington, DC: National Academy Press.


Learning Theory: General Learning Theory
Results of Learning Research (including Transfer) (Theory)
Reports recent research in teaching and learning in the context of learner, knowledge, assessment, and community centeredness principles. Includes mentions to classroom communication systems, evaluation of learning environments, and teacher development programs. Owens et al. (2002) used HPL as their theoretical perspective. Good quote: "New tools of technology have the potential of enhancing learning in many ways. The tools of technology are creating new learning environments, which need to be assessed carefully."
Fischbein, E., & Schnarch, D. (1997). The evolution with age of probabilistic, intuitively based misconceptions. Journal for Research in Mathematics Education, 28(1), 96-105.


Level: K-12
Informal Probability Understanding (Research - Quantitative)
Fischbein and Schnarch (1997) administered a probability questionnaire to 20 students in each of grades 5, 7, 9, 11 as well as 18 preservice teachers in college. The instrument (p. 98-100) asks questions directly related to seven intuitive (as opposed to logical) misconceptions identified in probability research. While the authors claim their instrument was designed to study the evolution of students' misconceptions over time, they did not collect time series data, choosing instead to conduct independent random samples. Their results suggest students at all ages frequently hold the misconception that a 5-6 and a 6-6 dice throw are equally likely. Five of the main misconceptions consistently increased with age, except college students held fewer misconceptions regarding the effect of sample size on probabilistic events. The only misconception that appeared to reduce with age was the "conjunction fallacy", defined as the mistaken belief that the probability of an event appears to be higher than the probability of the intersection of the event with another event (e.g., If Dan wants to be a doctor and enrolls in school, it might seem more likely Dan is enrolled in medical school than in school). The seven misconceptions, in order of the their frequency in the populations, were 1) Compound and Simple Events, 2) Effect of Sample Size, 3) Heuristic of Availability, 4) The Conjunction Fallacy, 5) Representativeness, 6) Negative Recency, and 7) The Time Axis Effect. Each effect, along with its roots in literature, is described on p. 100. Many fifth graders did not respond to some of the items, suggesting their understanding of probability was too low for intuitive misconceptions to have formed.
Gigerenzer, G. (1996). On narrow norms and vague heuristics: A reply to Kahneman and Tversky (1996). Psychological Review, 103(3), 592-596.


Misconceptions vs. Alternate Ways of Understanding Probability (Theory)
Much of the research I've read regarding students' constructions of probability cites Kahneman's 1976 study of biases and heuristics. Kahneman found 15 fallacies in students' probability judgments and attributed many of the errors to conjunction and representativeness heuristics-- terms that are still in wide use. Gigerenzer (1996) argues that this approach to probability errors relies too heavily on after-the-fact explanations by researchers of what students might have been thinking and the belief that students use what is similar (representativeness), what comes easily to mind (availability), what comes first (anchoring). According to Gigerenzer, these terms are not precise enough to describe cognitive processes and do not suggest theoretical consequences for instruction or even predict student errors in new probabilistic situations. The author cites his own research into students' use of frequency strategies when assessing probability when claiming many of the "fallacies" in students' thoughts identified by Kahneman and his colleagues almost completely disappear when students are given empirical frequency data along with problems. In fact, students usually reason correctly using the logic of Bayesian probability when given the same problems Kahneman used to find students' misconceptions. The frequentist approach, according to the author, also has the benefit of giving researchers a theoretical framework for creating models of students' cognitive processes when working with probability. Now that researchers have spent 25 years identifying and quantifying students' errors in evaluating probabilities, Gigerenzer calls for cognitive explanations of how these errors develop and how and when they change.
Healy, L., & Hoyles, C. (2000). A study of proof conceptions in algebra. Journal for Research in Mathematics Education, 31 (4), 396-428.


Level: Middle
Students Conceptions of Algebraic Proof (Research - Mixed Methods)
Healy and Hoyles aimed to investigate the impact of the new proof component in England’s National Curriculum using mixed methods. The authors used hierarchical linear modeling (students at Level 1, class, school, teacher, and curriculum at Level 2). Students and teachers were asked separately to choose proofs of number theoretic statements based on the one that most resembled a proof they might give as well as the proof they thought would receive the best marks. The most popular choice for “own method” was the least popular choice for “get the best mark”; however, this could be due to the survey instrument because the task of “List the one proof that most closely resembles the method you prefer” was IMMEDIATELY followed by “List one that might receive the best mark”. The authors point to evidence that students “transported” (or transferred) the investigations approach in their curriculum when trying to construct proofs of number conjectures. Students used techniques like the ones they were taught. Students tended to use empirical arguments, but were aware that they were not considered valid for their teachers (“they knew more was expected of them”). The students' viewed the purpose of proof to be verification, explanation, examples, or ritual (p. 417) Moreover, the study found gender differences: “Higher general mathematics competence is associated with better constructed proofs, with girls performing better than boys” (p. 421) The study originally aimed to compare schools and teachers, but found no differences in students’ choices associated with teacher effects-- found more unexplained variation within schools than between schools.
Hiebert, J., Morris, A. K., & Glass, B. (2003). Learning to learn to teach: An "experiment" model for teaching and teacher preparation in mathematics. Journal of Mathematics Teacher Education, 6, 201-222.


Level: K-12
Lesson Experiments as Professional Development (Practice)
Hope-Jones, W. (1924). A plea for teaching probability in schools. The Mathematical Gazette, XII(171), 139-157.


Level: Secondary
Probability Examples for Secondary (Practice)
Hope-Jones (1924) argued for the teaching of probability in schools-- in 1924!-- through interesting non-standard examples that relate to standard probabilistic distributions and outcomes. The argument is supported by cautioning against allowing average students to leave their schooling with probability-related misconceptions and "superstitions" (p. 157) such as "one thing is as good as another because you never know what is going to happen" and "if you have been winning, your luck is in, and you will go on winning". These same ideas are prominent in current probability research. However, the article really shines in its examples. Hope-Jones outlines elementary scenarios that lead to interesting probability distributions, many of which would be great to use in today's classrooms. Examples include, what are the odds of the the 3rd best runner in a four-heat track meet finishing in the top six?, what are the relative likelihoods of the sum of six randomly thrown dice?, and what is the probability of 12 spins of a spinner that is 1/h Black resulting in 3 Black values? The answers to these scenarios lead to Logistic, Normal, and Binomial Distributions. Other interesting examples result in an inverted distribution and a lengthy discussion of center of gravity and inflection points for a distribution. Hope-Jones description of the distribution of artillery shells fired from a gun is particularly interesting because of the connection to multivariate normal distributions. While many of the examples relate to calculus, I think students of all abilities can explore each of the scenarios beginning in middle school. Hope-Jones ends one example by saying, "This is the kind of thing that might surprise a boy; and perhaps some of you believe, as I do, in the value of a surprise" (p. 148). The examples in his article of full of surprises.
Johnson, R. T., & Johnson, D. W. (1994). An overview of cooperative learning. In J. Thousand, A. Villa, & A. Nevin (Eds.), Creativity and collaborative learning (chap. 3). Baltimore: Brookes Press.


Level: K-12
Cooperative Learning (Practice)
Jones, G. A., Thornton, C. A., Langrall, C. W., & Tarr, J. E. (1999). Understanding students' probabilistic reasoning. In L. V. Stiff & F. R. Curcio (Eds.), Developing mathematical reasoning in grades K-12 (pp. 146-155). Reston, VA: National Council of Teachers of Mathematics.


Level: Middle
Probabilitistic Reasoning (Practice)
This chapter of the NCTM's 1999 yearbook on mathematical reasoning addresses probabilistic reasoning in elementary and middle school students. Relying on clinical research conducted at Illinois State, the authors suggest a framework for categorizing students' probabilistic reasoning into four levels: subjective (qualitative reasoning), transitional, informal quantitative, and numerical (consistently quantitative). Their framework is particularly useful in the ways it can be used for planning, implementation, and evaluation by instructors who teach students at varying probabilistic reasoning levels. The chapter includes sample tasks designed to elicit typical reasoning patterns at each of the levels, e.g., "In many games players get an extra turn when a double is rolled. How many doubles would you expect in fifty rolls of two dice?" (p. 150) In addition to presenting a useful way of characterizing student reasoning, the "key concepts" identified by the authors include tasks associated with six critical components of probability reasoning: sample space, experimental probability, theoretical probability, probability comparison, conditional probability, and independence. Each of the six components of probability reasoning and operationally defined in the chapter and the "representativeness" fallacy (i.e., four heads in a row means a tails is more likely to come up next) is connected to understanding of independence.
Level: K-12
Anti-Standards (Practice)
Level: K-12
Informal Probability Understanding (Research - Quantitative)
This article tests a theoretical model for students' informal understanding of probability called the outcome approach. The outcome approach posits that students view probabilistic statements, e.g., "their is a 70% chance it will rain", as aids in predicting single outcomes rather than frequency based statements (i.e., it's probably going to rain vs. it will rain 7 out of 10 times). Students with an outcome orientation tend to think of probabilistic events as causal relationships with weighted influences (the object will land face up because it is heavier on the bottom and has a small side on the top), which may lead to misconceptions. To test his model, Konold conducted and analyzed task-based interviews of 16 undergraduates for instances of incorrect informal reasoning. These initial problems (the Weather Problem, the Misfortune Problem, and the Bone Problem) were chosen to vary along dimensions relating to the sample space, chance factors, and cultural tendency to view the problem statistically. The students responses were coded according to the outcome approach model in order to predict students' performance during follow-up task-based interviews. The predictive strength of the model was strong, suggesting that students who used outcome approaches in the initial tasks used them again in the follow-up tasks. Konold connects an outcome orientation to a "personalist interpretation" of probability, whereby students use prior experience and "feelings of certainty" to assist their probability judgments. These strong prior conceptions, based on experience, may be viable in everyday probability settings but might also interfere with the learning of formal probability. The article also includes appendices of problems that tend to illicit outcome approaches from students.
Nathan, M. J., & Koedinger, K. R. (2000). Teachers' and researchers' beliefs about the development of algebraic reasoning. Journal for Research in Mathematics Education, 31, 168-190.


Level: Secondary
Algebraic Reasoning (Research - Quantitative)
Suggesting that "teachers' beliefs about students' ability and learning greatly influence their instructional practices" (p. 168), Nathan and Koedinger (2000) set out to investigate the degree of correspondence between students' performance on algebraic problem solving tasks and rankings made by (n=67) secondary teachers and (n=35) mathematics education researchers regarding the relative difficulty of the algebra problems. Informed by a review of literature, the authors distinguish between start-unknown (SU) and result-unknown (RU) tasks in Algebra I. Nathan and Koedinger further categorized the tasks into story problems (prose and context), word equation problems (prose but no context), and symbolic equations (of the "solve for x" type). Combining the two categorizations, the authors designed and administered an algebra exam that contained each of the six types of elementary algebra problems to (n=245) students who completed Algebra I in middle school or high school (Koedinger & Nathan, 1998). In descending order of percentage-correct, students were most likely to successfully complete RU Story, RU Word, SU Story, RU Equation, SU Word, and SU Equation. The most successful student solution strategies were guess-and-check and "unwinding" (working backwards). Though the sample of teachers and researchers was a convenience sample, the beliefs implicit in the rankings of the teachers did not accurately match the students' performance. When asked to rank-order the six types of algebra problems from "easiest" to "hardest" for students in Algebra I, the mean teacher and researcher list was RU Equation, RU Word, RU Story, SU Equation, SU Story, and SU Word. Thus, the teachers and researchers appeared to stress the result-unknown/tart-unknown order above the roles played by word, story, and equation problems. Based on the results of the surveys, the authors propose an alternative developmental model for understanding algebra that they call the Verbal Precedence Model (VPM). The VPM more successfully categorized students' solution patterns than the Symbol Precedence Model implicit in the teacher and researcher rankings and most Algebra I textbooks.
Nicolson, C. P. (2005, September). Is chance fair: One student's thoughts on probability. Teaching Children Mathematics, 83-89.


Level: Primary Learning Theory: Radical Constructivism Methodology: Case Study
Informal Probability Understanding (Research - Qualitative)
Nicolson (2005) reports on a series of three videotaped interviews with a fifth grader named Paul. The task-based interviews introduced Paul to common probability activities surrounding flipping a single coin (once and then ten times), drawing from candy bags with different distributions of raspberry and blueberry candies, rolling a single die, and spinning a spinner with colored regions. Though well-articulated, Paul's subjectively based interpretations of chance-- level 1 according to Jones' (1997) framework-- were based largely on prior experiences and incorrect generalizations from small trials. Paul believed that occurrences involving chance were entirely unpredictable unless a physical (deterministic) explanation could be found, and thus did not fully understand representativeness. For example, Paul reported that when he flips coins they usually come up heads, but when he flipped a coin ten times it came up tails six times. Paul reasoned that the result was different because the "tail" of a penny was lighter than the head and that since he usually flipped a coin by reversing the coin onto the back of his hand at the end the results actually supported his theory that the heavier side lands face up. Paul used similar logic to describe dice and spinner outcomes. Nicolson found Paul's "misconceptions" remained after six hands-on classroom lessons on probability, suggesting that Paul's beliefs were not changed by classroom experience. Nicolson concludes that probability understanding may not improve from empirical activities (e.g., with coins or spinners) because variations in distributions of results may be explained by "luck", "loaded dice", "extra effort", etc., and thus may not give students persuasive reasons to abandon subjectively based probability beliefs. Nicolson instead advocates for more "real-world" experiences that are not based on repeated trials; for example, What is the probability of me picking a student's name out of a hat with a summer birthday?
Rubel, L. H. (2007). Middle school and high school students' probabilistic reasoning on coin tasks. Journal for Research in Mathematics Education, 38(5), 531-556.


Level: K-12
Probability and Coins (Research - Quantitative)
As part of her dissertation, Rubel's (2007) investigation of student's reasoning with probability related to coin tasks is thorough and remarkably well-set in related literature. The article is a great example of integrating clinical or "teaching interviews" into a well-designed quantitative study of students' reasoning. The diagnostic task asked grade 6-12 students at a private New York high school to complete tasks (adapted from existing instruments) related to coin-toss scenarios and common misconceptions regarding sample space, randomness, compound events, and independence. Using Chi-squared analysis and interviews of 33 students, Rubel found much of the errors in students' responses could be explained using a theoretical framework combining representativeness heuristics, the negative recency effect (p. 533), core beliefs about coins (p. 534), and Jones' classification of student reasoning (subjective, transitional, informal quantitative, numerical). A unique strength of Rubel's Probability Inventory was that it asked for justification of all solutions, meaning that students' reasoning could be classified into general categories. The clinical interviews added great validity to Rubel's claims, with transcripts of students' explanations providing some of the most compelling evidence for how students think about independence and distributions of outcomes (see especially "Bob" on p. 545).
Schultz, J. E., & Waters, M. S. (2000). Discuss with your colleagues: Why Representations? [Special section]. Mathematics Teacher, 93(6), 448-453.


Level: K-12
Representation (Practice)
Stohl Lee, H. (2005). Students' reasoning with small and large trials in probability simulations. In G. M. Lloyd, M. Wilson, J. L. M. Wilkins, & S. L. Behm (Eds.), Proceedings of the 27th Annual Meeting of the North American Chapter of the International Group for the Psychology of Mathematics Education.


Level: Middle Methodology: Basic
Trial Size and Empirical Probability (Research - Qualitative)
Stohl, H., & Tarr, J. E. (2002). Developing notions of inference using probability simulation tools. Journal of Mathematical Behavior, 21, 319-337.


Level: Middle Methodology: Basic
Probability Simulation (Research - Qualitative)
Stohl and Tarr's qualitative case study of students' learning of statistical inference through probability simulations summarizes a twelve-session instructional intervention using a technology-based learning environment. The researchers developed a series of activities using the software program Probability Explorer, which were then implemented in a sixth grade classroom of average ability students. The activities were designed to engage students in thinking about common conceptual difficulties regarding probability, including connections between theoretical probability and expected distributions at differing sample sizes. The researchers videotaped three pairs of students during all class sessions and analyzed the recordings using Powells analytic method. The final report focuses on two students, Manuel and Brandon, and their developing understanding through three critical instruction sessions referred to as Mystery Marble Bag, the Spinner Simulation task, and Schoolopoly. Transcripts of conversations between and among the students and the teacher-researcher support claims of developing understanding. The authors conclude that carefully designed problem solving tasks can foster sound understanding of probability and statistical inference in a technology-enhanced learning environment.
Tomoff, J., Thompson, M., & Behrens, J. (2000, April). Measuring NCTM-recommended practices and student achievement with TIMSS. Paper presented at the Annual Meeting of the American Educational Research Association, New Orleans, LA. (ERIC Document Reproduction Service No. 443887)


Level: K-12
Assessing Best Practices (Research - Quantitative)
U. S. Department of Education. (2008). Foundations for success: The final report of the National Mathematics Advisory Panel. Retrieved July 19, 2008, from http://www.ed.gov/athPanel


Level: K-12 Learning Theory: Cognitive Information Processing
Policy Change and Closing the Gap (Practice)
Van de Walle, J. A. (2006). Teaching mathematics in the era of the NCTM standards. In Elementary and middle school mathematics: Teaching developmentally (6th ed., pp. 1-6). Allyn & Bacon.


Level: Primary
Teaching and Best Practices (Practice)
Watson, J. M., & Moritz, J. B. (2003). Fairness of dice: A longitudinal study of students' beliefs and strategies for making judgments. Journal for Research in Mathematics Education, 34(4), 270-304.


Level: K-12
Fairness and Probability (Research - Quantitative)
The authors suggest students and teachers should consider the fairness of dice (and other probability tools) as an important and questionable property. They report on a longitudinal study of 78 grade 3, 5, 6, 7, and 9 students in Australia and Tasmania. Initial survey data of students' conceptions of fairness in dice was followed by clinical interviews of a subsample of 44 students 4 years later. The students responses to the survey and subsequent interviews supported previously reported observations that students may hold a variety of conceptions about the fairness of dice, from idiosyncratic beliefs that dice are unfair (based on experience), inconsistent beliefs that dice are fair but extremes (1 and 6) are less likely, unistructural beliefs that dice are fair for theoretical reasons (their shape, number of sides, etc.), multistructural beliefs that dice are fair subject to how they are manufactured and rolled, and relational beliefs that short term outcomes may vary but long term behavior of dice represents fairness. Students' strategies for determining whether a particular set of dice is fair ranged from Ikonic (intuition and luck-based), Untestable (they are always fair), Observational (unsystematic trials or inspection of physical dimensions), and Empirical (large or small sampling based on recording trials). The results of the study indicate that many students progressed from an idiosyncratic or inconsistent belief of dice fairness to a unistructural belief system. Most students' strategies for evaluating dice did not change over time; students consistently used the Observational approach. The authors did not employ an educational intervention to improve students' strategies for assessing dice fairness, so suggest the students' normal education over the four years did not help them to develop empirical strategies or begin to see dice as fair only under certain conditions. They suggest experimenting with loaded dice or unfair coins could help students learn about theoretical and empirical distributions as well as variation and inference.
Wilensky, U. (1995). Paradox, programming, and learning probability: A case study in a Connected Mathematics framework. Journal of Mathematical Behavior, 40, 253-280.


Level: Secondary Methodology: Case Study
A Computer-Probability Paradox (Research - Qualitative)
Wilensky is a mathematician associated with the Connected Mathematics project who conduction 17 in-depth interviews with participants ranging from 14 to 64 years old (averaging 7 hours each). The interview questions related to statistical and probability concepts, and the case study he presents is of Ellie, a computer programmer, who is asked to give a solution to Bertrand's Paradox: "From a given circle, choose a random chord. What's the probability that the chord is longer than a radius?" Since "choose a random chord" is not a well-defined term, there are multiple "right" answers to the question, and Ellie used a solid argument to show the result is 2. Wilensky, seeking to challenge Ellie's reasoning, gave a logical argument for the probability equaling 3. Ellie struggled with the concept, wrote a computer program to simulate her reasoning, and was not able to resolve the cognitive conflict until she considered her code in the context of real life (i.e., "we could drop pins on a circle, and see which way they pointed too", "it depends on what you mean by random"). Wilensky believes the interaction with the problem, together with Ellie's attempts to simulate her reasoning on a computer (using thousands of "turtles" in StarLogo), helped her to better understand the epistemological foundations of "randomness" and reflect on the possibility of multiple correct interpretations of the problem. Wilensky also warns of "black box simulations" that do not allow students access to the underlying code of a simulation. He argues for giving students access to controlled programming environments based on the perceived conceptual thinking of Ellie, but since the "student" in his interview was a professional computer programmer, his claims may not transfer to typical secondary student populations.
MED 675: College Math Ed (15 Refs)
Andersen, J. (2006). One approach to quantitative literacy: Understanding our quantitative world. In N. B. Hastings (Ed.), A fresh start for collegiate mathematics: Rethinking the courses below calculus (pp. 101-108). Washington, DC: The Mathematical Association of America.


Level: College
Quantitative Literacy (Practice)
Andersen reports on a course and accompanying text she developed at Hope University called Understanding Our Quantitative World. The new course is designed to serve students who are not required to complete a specific mathematics course as part of their major but instead are in need of a general education mathematics course. Andersen outlines the content sequence of the course, including graphing and describing data, modeling with multivariate, linear, exponential, logarithmic, periodic, and power functions, and basic probability and statistics. Topics are introduced through daily readings from the text, follow-up written assignments, and small-group activities that often relate to web or other public resources of data (e.g., articles in popular magazines). Student and faculty reactions to the course have been positive. The chapter ends with an activity that typifies the approach taken in the course to developing new mathematical ideas: students study the motion of a clock and collect sound data using CBLs and calculators in the "Periodic Functions" activity.
Brann, M., Edwards, C., & Myers, S. A. (2005). Perceived instructor credibility and teaching philosophy. Communication Research Reports, 22(3), 217-226.


Level: College
Progressivism vs. Transmission and its Effect on Student Perceptions (Research - Quantitative)
Bruner's Radical Constructivism (Theory)
Dubinsky, E. (2001, May). Using a theory of learning in college mathematics courses. MSOR Connections, 10-16. Retrieved April 30, 2007, from http://mathstore.ac.uk/


Learning Theory: APOS
APOS Theory in College Math (Theory)
Dubinsky starts by describing what he believe constitutes an acceptable theory in education. A theory should (1) support prediction, (2) possess explanatory power, (3) be applicable to a broad range of phenomena, (4) help organize thinking about learning phenomena, (5) serve as a tool for analyzing data, and (6) provide a language for communication about learning. He goes on to describe APOS theory in mathematics education. In APOS theory, a hierarchy of understanding is established for mathematical concepts: action, process, object, schema. Similar to Van Heile levels, APOS theory provides a framework for describing students' understanding while simultaneously acknowledging the constructivist viewpoint that understanding can exist on multiple levels and is unique to individuals. Interestingly, Dubinsky (the inventor of APOS) suggests that the most important instructional strategies for helping students construct internal representations of mathematics are cooperative learning and "having students write computer code to implement mathematical concepts" p. 13. The driving example of the article is a study into the genetic decomposition and related teaching of the mathematical concept of cosets in abstract algebra.
Ellington, A. J. (2006). An assessment of general education mathematics courses' contribution to quantitative literacy. In L. A. Steen (Ed.), Supporting assessment in undergraduate mathematics (pp. 81-88). Mathematical Association of America. Retrieved June 27, 2007, from http://www.maa.org/


Level: College
Effects of a Quantitative Literacy Course (Research - Quantitative)
Ellington reports on an assessment of the impact of introductory mathematics courses at Virginia Commonwealth University on students' quantitative reasoning skills. Through workshop meetings and collaboration among faculty, the mathematics department developed 16 multiple choice items to test quantitative reasoning skills relative to topics in unit analysis, interpretation of charts and graphs, proportional reasoning, counting, percentages, percent increase or decrease, use of mathematical formulas, average, and exponential growth. Every student taking Contemporary Mathematics, College Algebra, Precalculus, or Calculus I in one of the three semesters between Fall 2002 and Fall 2003 completed a random subset of 4 of the 16 items as part of a required placement test (before taking a math class) and again as part of the final examination in the course. Performance on the placement test items may have been negatively biased by instructions that described a quarter-point penalty for incorrectly answering questions on the placement test. The items listed on final exams were described as bonus items. The summary statistics suggested that a similar number of items were answered in both settings, with a marked increase in the mean percentage of correct responses between the pre- and post-test items. All classes combined, students answered 13 of the 16 items significantly more often after taking one of the introductory mathematics courses. However, students taking the only course that specifically addressed quantitative reasoning (Contemporary Mathematics) both (1) initially scored lower than the combined mean on all of the items and (2) showed less improvement than the combined sample. The final exam mean score was significantly higher than the placement means on only 9 of the 16 items in the Contemporary Mathematics group. The results in the Contemporary Mathematics group might be due to lower initial quantitative reasoning skills, ineffective instruction, or limitations in the validity of the instrument.
Elliott, B., Oty, K., McArthur, J., & Clark, B. (2001). The effect of an interdisciplinary algebra/ourse on students' problem solving skills, critical thinking skills and attitudes toward mathematics. International Journal of Mathematical Education in Science and Technology, 32, 811-816.


Level: College
Interdisciplinary Algebra (Research - Quantitative)
This article describes the effects of a course developed at Southeastern Oklahoma State University entitled 'Algebra for the Sciences'. The course introduced college algebra topics by first introducing science topics through guest lectures from professors in Biology, Physics, and Chemistry. The research team compared student performance in four sections of the Algebra for the Sciences class to corresponding performance of four sections of College Algebra over the course of a year. Problem-solving skills were assessed by comparing mean scores on common final exam items, critical thinking skills were assessed using the Watson-Glaser Critical Thinking Appraisal, and student attitudes at the end of the course were measured using Likert-type responses to five statements such as "math is important in my life" and "I found this class to be interesting." Students in the two groups performed equally well on the all of the individual common problem-solving items. In terms of critical thinking, the Algebra for the Sciences students outperformed the College Algebra students on only one subscale: "Inference". However, the students taking the interdisciplinary algebra course expressed much more favorable views toward the course than those taking the traditional algebra course (Elliot et al., 2001, Table 3). The results are strikingly more positive in the experimental group, especially on the items "I found this class to be interesting" (84% agreed compared to 42%) and "The materials in this course are related to practical situations" (90% agreed compared to 53%).
Friedberg, S., Ash, A., Brown, E., Hughes Hallet, D., Kasman, R., Kenney, M., et al. (2001). Study habits. In Teaching mathematics in colleges and universities: Case studies for today's classroom: Faculty edition (pp. 49-54,141-143). Providence, RI: American Mathematical Society.


Level: College
Teaching with Quizzes in Calc II (Practice)
This short vignette describes the efforts of Angelica, a fictional teaching assistant in a large mathematics department, to introduce regular quizzes as part of assessment in a Calculus II course.
Gold, B. (2006). Alternatives to the one-size-fits-all precalculus/lgebra course. In N. B. Hastings (Ed.), A fresh start for collegiate mathematics: Rethinking the courses below calculus (pp. 249-253). Washington, DC: Mathematical Association of America.


Level: College
Reform College Algebra (Practice)
Citing a growing dissatisfaction with the roles college algebra and precalculus play in liberal arts education, Gold describes her experiences in breaking up the college algebra courses at Monmouth University into several more focused introductory college mathematics courses. Before the changes at Monmouth, college algebra was designed and implemented as a precalculus course, even though few students went on to calculus and many students needed very different mathematical skills for their majors. Gold's solution was to retain the traditional college algebra course for students planning on taking calculus and develop three additional courses: Foundations of Elementary Mathematics, Mathematical Modeling in the Biological Sciences, and Mathematical Modeling in the Social Sciences. In light of the changes, the traditional college algebra course no would longer fulfill general education requirements at the university. After drafting tentative syllabi for the courses, Gold discussed the proposed courses with the chairs of related departments at Monmouth and arrived at consensus content and textbook choices for the courses. While there is little discussion in the chapter on the relative success of the new courses, the narrative explains some of the important issues surrounding making changes to college algebra at a university. In particular, Gold describes some lessons that grew from her experience related to the importance of (1) tactfully explaining changes to mathematics faculty, (2) keeping faculty that are responsible for advising students well-informed of new requirements, and (3) arranging articulation agreements with universities to reduce transfer students' difficulties meeting general education requirements.
Greer, B., & Harel, G. (1998). The role of isomorphisms in mathematical cognition. Journal of Mathematical Behavior, 17(1), 5-24.


Level: College Methodology: Basic
Types of Isomorphism during Problem Solving Transfer (Research - Qualitative)
In the context of mathematical cognition, isomorphism refers to when an individual recognizes a surface-level or structural-level correspondence between two mathematical problems or statements. Greer and Harel set isomorphism within the larger context of knowledge transfer, which was extensively researched in the 1970's and 80's (summarized by Lave, 1988). A primary goal of this theoretical article was to propose three models for cognitive isomorphism: surface-level isomorphim, deep isomorphism, and mediated isomorphism. Examples of each proposed model distinguish them from each other. Considerable effort is spent discussing teaching implications of isomorphism research, including the use of analogies, manipulatives, and teacher-imposed isomorphisms as solution aids.
Rietz, H. L. (1910). The teaching of college algebra. The American Mathematical Monthly, 17(3), 51-55.


Level: College
College Algebra in 1910 (Practice)
Rietz (1910), from the University of Illinois, presents his thoughts on some important aspects of teaching college algebra. The historical nature of the think piece provides historical context for college algebra reform. Rietz defines College Algebra to be a freshman mathematics course for students who successfully completed 1 1/ears of algebra in secondary school. He points out that College Algebra is a difficult course to successfully teach in college because 1) professors from many branches of mathematics would like students to be familiar with a variety of algebraic methods used in the specializations, 2) there is difficulty identifying unifying elements among the many topics, 3) instructors differ on the appropriate role of proof, limits, and series in a first year college mathematics course. In much the way that geometry is unified by logic and proof, Rietz argues that College Algebra should be unified by two key concepts: a) the concept that an equation is a relation to be satisfied (rather than a condition with an unknown that needs to be found), and b) the idea of tracking the changes of a function and its close connection to plotting graphs. Even in 1910, Rietz points out that "the view has been frequently expressed by writers on mathematical education that the mathematics of of the college is not well correlated with the mathematics as taught at present in the secondary schools, and that the ideas of the best trained mathematicians have little influence on school instruction" (p. 52). In terms of appropriate topics in College Algebra, Rietz suggests that 1) theory of equations be treated lightly and primarily as a method to introduce methods of approximation, 2) logarithms can be a useful tool in plotting graphs of functions, and 3) limits and infinite series are appropriate for College Algebra if they are introduced as examples of functions "whose changes in value concern us". He reiterates that graphing should be increasingly used to help understand functions and that exercises and problems should include "illustrative problems so connected with the experience of the pupil as to make the principle appear of real value on account of its applications" (p. 53).
Sizer, T. R. (2002). The Coalition of Essential Schools' Common Principles. Retrieved May 21, 2007, from http://www.essentialschools.org/


Level: Primary
Essentialism in Education (Practice)
Smith, M. K. (2002). Jerome S. Bruner and the process of education. Retrieved May 27, 2007, from http://www.infed.org/


Learning Theory: Radical Constructivism
Biography of Bruner (Theory)
U.S. Department of Education. (1997). Middle school: Getting on the road to challenging mathematics and science courses. In Mathematics equal opportunity.


Level: Middle
Raising Middle School Expectations (Practice)
Wake, G. D., Williams, J. S., & Haighton, J. (2000). Spreadsheet mathematics in college and in the workplace: A mediating instrument? Proceedings of the 24th Conference of the International Group for the Psychology of Mathematics Education, 4, 265-271.


Level: College Methodology: Spreadsheets in College Algebra
The researchers' discussion highlighted the likelihood that some mathematical knowledge developed in college can be transferred to the workplace easily. Spreadsheets were identified as being particularly important to this transfer by virtue of their ease of use. Students also appeared to respond positively to the fact that the police inspector used mathematics only in response to a clear need. However, when the role of the spreadsheet was not apparent in necessary calculations, students had difficulty applying their mathematical knowledge to the situation. (Research - Mixed Methods)
This short proceedings article reports on a case study of college mathematics students who are introduced to individuals who use spreadhsheets in the workplace. Participating students with limited college mathematics background met with (1) a police inspector who analyzed job performance of officers in a large city, and (2) a finance specialist at a medium-sized company. Qualitative analysis focused on the role of mathematics in the police inspectors' work as well as the interaction between students and the Inspector as the participants attempted to make sense of the mathematics used in the spreadsheet application.
MED 700: Cognition and Learning (48 Refs)
Anderson, J. R., Simon, H. A., & Reder, L. M. (1996). Situated learning and education. Educational Researcher, 25(4), 5-11. Retrieved April 30, 2007, from http://act-r.psy.cmu.edu/.


Learning Theory: Situated Cognition
Critique of Situated Cognition (Theory)
Anderson et al. consider situated learning from the perspective of how situated learning theory addresses some of the issues central to cognitive science. They suggest that research contradicts many of the fundamental claims of situated cognition. In particular, they attribute four claims to social learning theory: (1) action is grounded in the concrete situation in which it occurs, (2) knowledge does not transfer between tasks, (3) training by abstraction is of little use, and (4) instruction needs to be done in complex social environments. This article was the first of a series of responses between Anderson et al. and Greeno in Educational Researcher.
Learning Theory: Social Cognitive Theory
Defining Social Cognitive Theory (Theory)
Brown, J. S., Collins, A., & Duguid, P. (1989). Situated cognition and the culture of learning. Educational Researcher, 18(1), 32-42. Retrieved October 14, 2006, from http://www.exploratorium.edu/


Learning Theory: Situated Cognition
Overview of Situated Cognition (Theory)
Caine, R. N., & Caine, G. (1998). Building a bridge between the neurosciences and education: Cautions and possibilities. NASSP Bulletin, 82(598), 1-8.


Learning Theory: Complexity Science
Neuroscience (Theory)
The authors motivate the need for a biological approach to cognitive sciences by describing some of the flaws inherent in the high threat, low challenge industrial-model of education in the western world. They describe the biological implications of fear and helplessness and list the four principles of neuroscience research: (1) the brain is innately motivated to search for meaning, (2) the search for meaning takes place by patterning, (3) emotions are critical for patterning, and (4) complex learning is enhanced by challenge and inhibited by threat. The "nuts and bolts" of brain research--with the exception of some discussion of the mechanisms of fear-- are omitted as the authors focus on educational implications of considering schooling in the context of the principles of neuroscience.
Davis, B., & Simmt, E. (2003). Understanding learning systems: Mathematics education and complexity science. Journal for Research in Mathematics Education, 34(2), 137-157.


Learning Theory: Complexity Science
Complexity Science (Theory)
Complexity science takes the perspective that learning occurs through "ongoing, recursively elaborative adaptations through which systems maintain their coherences within their dynamic circumstances" (p. 138). The article describes a conceptual shift made by complexity science theorists about learning systems. Instead of deterministic process-product views of learning, the authors suggest that learning should be viewed as a probabilistic (dynamical) system that exists simultaneously on many levels. Events have the tendency to emerge under certain conditions and four conceptual characteristics promote effective learning systems: (1) internal diversity, (2) redundancy, (3) decentralized control, and (4) organized (constrained) randomness. An example of the spontaneous emergence of a learning system among teachers in professional development classes is examined from the complexity science perspective.
Debowski, S., Wood, R. E., & Bandura, A. (2001). Impact of guided exploration and enactive exploration on self-regulatory mechanisms and information acquisition through electronic search. Journal of Applied Psychology, 86(6), 1129-1141.


Level: College Learning Theory: Social Cognitive Theory
Guided Exploration and Learning to Search (Research - Quantitative)
Driscoll, M. P. (1994). Constructivism. In Psychology of learning for instruction (pp. 373-397). Needham Heights, MA: Allyn & Bacon.


Learning Theory: Radical Constructivism
Overview of Constructivism (Theory)
Driscoll, M. P. (2000). Psychology of learning for instruction (2nd ed.). Needham Heights, MA: Allyn & Bacon.


Learning Theory: General Learning Theory
Overview of Learning Theories (Theory)
Driscoll, M. P. (2000). Introduction to theories of learning and instruction. In Psychology of learning for instruction (2nd ed., pp. 11-17). Boston, MA: Allyn & Bacon.


Basics of Learning (Theory)
Following a brief history of learning, Driscoll dives into epistemological considerations in the philosophy of knowledge and learning. Perspectives on what is considered valuable knowledge (empiricism, nativism, rationalism) are combined with what is considered to be knowable (skepticism, idealism, realism, pragmatism) to give a vocabulary for discussing the three major epistemological traditions: objectivism, interpretivism, and pragmatism. The introduction is brief but includes helpful diagrams and tables that I've referred to many times in trying to grapple with the philosophical assumptions of various learning theories.
Driscoll, M. P. (2004). Psychology of learning for instruction (3rd ed.). Boston, MA: Allyn & Bacon.


Learning Theory: General Learning Theory
Overview of Learning Theories (Theory)
Reference to the whole book.
Driscoll, M. P. (2004). Cognitive and knowledge development. In Psychology of learning for instruction (3rd ed., pp. 185-205). Boston, MA: Allyn & Bacon.


Learning Theory: Radical Constructivism
Learning Development (Theory)
Driscoll summarizes the developmental theories of Piaget, including his genetic epistemology, four-stage theory of cognitive development, and the developmental processes that Piaget believed explain learning and development. A particular focus is on Piaget's research into early development and the cognitive characteristics of sensorimotor, preoperational, concrete operational, and formal operational children are explained in some detail. Piaget's mechanisms for learning and epistemological shift to radical constructivism are also described, including a description of how assimilation, accommodation, and a biological drive to reach cognitive equilibrium (equilibration) promote learning. Driscoll also gives examples of the three kinds of knowledge according to Piaget: physical knowledge, logical-mathematical knowledge, and social knowledge.
Driscoll, M. P. (2004). Cognitive Information Processing. In Psychology of learning for instruction (3rd ed., pp. 71-110). Boston, MA: Allyn & Bacon.


Learning Theory: Cognitive Information Processing
Cognitive Information Processing (Theory)
This chapter includes a thorough summary of the basic principles of cognitive information processing (CIP). CIP began with a three stage model for memory-- short term, working, and long term memory are seen as the basic mediums for cognitive processes. Subprocesses include attention, executive monitoring, pattern recognition, rehearsal, chunking, encoding, and retrieval. The summary also lists many of the major scientific results in CIP. Of particular interest are the studies that helped to establish the Stroop effect, primacy and recency effects, effective elaborative encoding methods, and possible models for long term memory and forgetting processes. The chapter concludes with some implications of the theory for learning and instruction.
Driscoll, M. P. (2004). Self-regulation. In Psychology of learning for instruction (3rd ed., pp. 328-332). Boston, MA: Allyn & Bacon.


Learning Theory: Social Cognitive Theory
Overview of Self-Regulation (Theory)
This brief portion of Driscoll's text summarizes the work of Zimmerman and Schunk in self-regulation. As a concept in social cognitive theory, a large amount of research has looked into the dimensions of academic self-regulation and possible instructional interventions that might help students improve their self-regulatory behavior. Monitoring progress toward goals is described as being fundamental to what Zimmerman and Schunk call enactive feedback loops, which include three strategies: (1) observing one's performance, (2) comparing one's performance to a standard or goal, and (3) reacting and responding to the perceived differences. Thus, planning/orethought, monitoring of performance, and self-reflection contribute to a three-phased cycle of self-regulation. A point is made that self-regulation may or may not be "teachable" through modeling strategies that have been shown to be effective tools for self-regulation.
Driscoll, M. P. (2004). Situated cognition. In Psychology of learning for instruction (3rd ed., pp. 153-183). Boston, MA: Allyn & Bacon.


Learning Theory: Situated Cognition
Overview of Situated Cognition (Theory)
Driscoll summarizes situated cognition from the perspective that it represents a shift in a certain segment of the educational research community towards viewing learning from a sociological perspective. With a decreased emphasis on individual psychological factors, situated learning specialists like Lave and Wenger have proposed a model for learning that incorporates co-constructed knowledge and communities of practice. Wenger's four basic premises of situated learning-- we are social, knowledge is a matter of competence with respect to valued enterprises, knowing is the pursuit of such enterprises, and meaningful understanding of the world is the ultimate goal of learning-- are couched within the process of legitimate peripheral participation. Peripheral participation is the primary learning process in situated cognition, and is characterized by varying learning trajectories and the use of signs (semiosis). A number of instructional programs rooted in situated learning are listed toward the end of the chapter, including anchored instruction, apprenticeships, anchored instruction, and learning community approaches to instruction.
Driscoll, M. P. (2004). Vygotsky: The social formation of mind. In Psychology of learning for instruction (3rd ed., pp. 245-263). Boston, MA: Allyn & Bacon.


Learning Theory: Social Constructivism
Vygotsky and Social Constructivism (Theory)
Vygotsky's theoretical framework included (1) a focus on development, (2) a claim that higher mental processes have their origin in social processes, and (3) a belief that mental processes can only be understood in terms of the tools and signs that mediate them. Driscoll's summary of Vygotsky's social constructivist approach to learning includes a description of each of these principles, including some elements of his theory that oppose the assumptions of radical constructivism. Three processes are understood to drive learning: the zone of proximal development, cultural mediation, and internalization. Driscoll suggests that, although Vygotsky was interested in education, his work was banned in Russia for some time and he tended to focus on the processes underlying learning and development. Thus, the promise of his writings for instruction did not begin to surface in education until the 1980s, where it quickly became associated with scaffolding and reciprocal teaching.
Ernest, P. (1996). Varieties of constructivism: A framework for comparison. In L. P. Steffe & P. Nesher (Eds.), Theories of mathematical learning (pp. 335-350). Mahwah, NJ: Lawrence Erlbaum Associates.


Learning Theory: Social Constructivism
Philosophy of Radical Constructivism (Theory)
According to Ernest, the varieties of constructivism can be categorized into four distinct theoretical frameworks: information-processing constructivism, weak (i.e., trivial, exogenous) constructivism, radical constructivism, and social constructivism. Ernest delves into the epistemological and philosophical orientation of each variety of constructivism and even addresses each varieties' stance toward ontology, epistemology, methodology, and pedagogy. The theories are contrasted according to their metaphors for the mind, models of the world, and relative emphasis on the individual and social aspects of learning. Ernest describes himself as a social constructivist.
Level: Primary
Number Activity (Practice)
Gergen, K. J. (1995). Constructivism in education (L. P. Steffe & J. Gale, Eds.). Hillsdale, NJ: Lawrence Erlbaum.


Learning Theory: Social Constructivism
History of Constructivism (Theory)
The exogenous (world centered) and endogenous (mind centered) views of the world, according to Gergen, are fraught with philosophical dilemmas and intellectual problems that are well understood and essentially irresolvable. Instead of arguing for one of the two approaches, Gergen and others claim that social constructivism provides a dialectical view of the world that, in essence, changes the subject when it comes to ontology and epistemology. The three principles of social constructionism are (1) Meaning is context dependent, (2) Meaning in language is achieved through social interdependence, and (3) Language primarily serves communal functions. Gergen goes on to describe several educational implications of the social constructionist stance, including the resulting diffusion of authority, the vitalization of student-teacher and student-student relationships, the generation of meaning through practice, and the breaking of content boundaries.
Greeno, J. G. (1997). On claims that answer the wrong questions. Educational Researcher, 26(1), 5-17.


Learning Theory: Situated Cognition
Defense of Situated Cognition (Theory)
In this article, Greeno responds to Anderson et al.'s (1996) claims that situated learning takes stances in education that are contradicted by research in the cognitive sciences. Rather than argue that Anderson was incorrect in his claims about learning, Greeno argues that situated learning theorists simply disagree with the assumptions that support Anderson's view of situated cognition. Greeno addresses each of the four claims made by Anderson by suggesting that, while the claims are appropriate considerations for cognitive information processing theory, the claims violate assumptions of situated learning. Where Anderson argues that a learner's cognitive load in complex environments can become so overwhelming that the ability to learn may suffer, Greeno simply states that from the situated learning perspective all learning is viewed as occurring in complex environments. Thus, there is no way to remove the complexity from environments and reduce learning to processes and factors. Knowledge is co-constructed and exists in the interactions among members of a community. When contrasted with the assumptions of CIP, the assumptions of situated learning make it possible to agree with Anderson's claims and simultaneously believe that they do not apply to situated learning.
Huetnick, L., & Munshin, S. N. (2004). Learning theories. In Teaching mathematics for the 21st century: Methods and activities for grades 6-12 (2nd ed., pp. 38-51). Upper Saddle River, NJ: Pearson Education.


Learning Theory: General Learning Theory
Overview of Learning Theories (Theory)
Jaworski, B., & Jaworski, J. (Producers). (1998, July). Interview with Ernst von Glasersfeld [Television broadcast]. Budapest, Hungary: BBC.


Learning Theory: Radical Constructivism
Radical Constructivism in Layman's Terms (Theory)
This is a transcript for a portion of a short interview with Ernst von Glasersfeld at the International Congress of Mathematical Education (1988). von Glasersfeld starts the interview by describing the long-standing difficulty in philosophy with the nature of reality: "Now, the skeptics who started right at the beginning of the history of philosophy of the western world have been adamant in telling us that no true picture of the real world is possible." (p.1) Radical constructivism, in his view, offers an interpretivist epistemology that avoids these difficulties by claiming that knowledge "instead of having to be a true representation of the world, has to work". This allows for the use of terms like cognitive fit or match, where people can evaluate their perceptions by checking them against their interpretations of the world and seeing if their beliefs seem consistent with their experience. The rest of the interview includes a description of trivial and radical constructivism along with some of the changes in education that might result from a shift toward a radical constructivist view of learning.
Kamii, C. (1982). Number in preschool and kindergarten: Educational implications of piaget's theory. Washington, D.C.: National Association for the Education of Young Children.


Level: Primary Learning Theory: Radical Constructivism
Piaget and Number (Practice)
Kamii explores the concept of number in cognition in terms of its role as a logico-mathematical form of knowledge as opposed to physical knowledge or social (conventional) knowledge. Using Piaget's theory, the description in the chapter incorporates the processes of radical constructivist development: simple and reflective abstraction, the four stages, etc. Of particular educational value are the descriptions of Piaget and other's experiments about the learning of number: hierarchical inclusion, mental ordering, conservation tasks, connexity tasks (incrementing by 1).
Lave, J. (1988). Cognition in practice: Mind, mathematics, and culture in everyday life. Cambridge: Cambridge University Press.


Learning Theory: Situated Cognition
Defining Situated Cognition (Theory)
Lesh, R., & Lehrer, R. (2003). Models and modeling perspectives on the development of students and teachers. Mathematical Thinking and Learning, 5(2&3), 109-129.


Learning Theory: Models and Modeling
Models and Modeling and Learning (Theory)
Models and modeling is outlined by the authors in terms of theory, practice, and research. The M&M perspective on knowledge, and how it derives from modeling cycles is described in the context of constructivism, followed by a description of the "paper airplane problem" as a model-eliciting activity. Then, the theoretical assumptions of the M&M paradigm are outlined so that teachers and researchers gain insight into the mechanisms for learning proposed by the theory. In Lesh's view, learning occurs as individuals make, test, refine, and retest models, or interpretations of the world. Its worth pointing out that this mechanism restricts the theory to the learning of math and science. The article also includes a list of the six design principles for problem solving tasks that might combine to form a model-eliciting activity.
Lesh, R., Lester, F. K., Jr., & Hjalmarson, M. (2003). A models and modeling perspective on metacognitive functioning in everyday situations when problem solvers develop mathematical constructs. In R. Lesh & H. M. Doerr (Eds.), Beyond constructivism (pp. 382-403). Mahwah, NJ: Lawrence Erlbaum Associates.


Learning Theory: Models and Modeling
Models and Modeling and Metacognition (Theory)
Lobato, J. (2003). How design experiments can inform a rethinking of transfer and vice versa. Educational Researcher, 32(1), 17-20.


Actor-Oriented Transfer Research (Theory)
McCloskey, M. (1991). Networks and theories: The place of connectionism in cognitive science. Psychological Science, 2(6), 387-395.


Learning Theory: Complexity Science
Connectionism (Theory)
Pajares, F. (2004). Albert Bandura: Biographical sketch. Retrieved April 7, 2007, from http://www.des.emory.edu/


Learning Theory: Social Cognitive Theory
Albert Bandura (Theory)
Pajares, F., & Kranzler, J. (1995, April). Role of self-efficacy and general math ability in mathematical problem-solving: A path analysis. Paper presented at the Annual Meeting of the American Educational Research Association, San Francisco, CA. (ERIC Document Reproduction Service No. ED387342)


Level: Secondary Learning Theory: Social Cognitive Theory
Path Analysis of Self-Efficacy (Research - Quantitative)
This is a powerful path analysis attempt at describing the role of self-efficacy in mathematical achievement in problem solving tasks. Using a test of general mental ability (psychometric g), opportunities for students to predict their performance, and problem solving performance tasks, the authors were able to implement aspects of Bandura's theory of self-efficacy to construct a structural equations model for performance that included math anxiety, gender, race, general ability, prior math achievement, self-efficacy, and performance. Students were found to have low calibration (they overestimated their performance ability). "Students' self-efficacy about their math capability had strong direct effects on math anxiety and on mathematical problem-solving performance even when general mental ability was controlled" (p. 17) Race differences in confidence were also found.
Pea, R. D. (1987). Socializing the knowledge transfer problem. International Journal of Educational Research, 11(6), 639-663.


Redefining Transfer (Theory)
Putnam, R. T., & Borko, H. (2000). What do new views of knowledge about thinking have to say about research on teacher learning? Educational Researcher, 29(1), 4-15.


Learning Theory: Situated Cognition
Situated Cognition's Impact on Research (Theory)
Resnick, L. B., & Ford, W. W. (1981). Information-processing analyses of understanding. In The psychology of mathematics for instruction (pp. 196-237). Hillsdale, NJ: Lawrence Erlbaum Associates.


Learning Theory: Cognitive Information Processing
Cognitive Information Processing (Theory)
This chapter includes a description of semantic memory (long term memory) from the cognitive information processing perspective. In this view, knowledge structures are viewed as concept maps with dual qualities of structuredness and associativity, which means that concepts are understood to exist in the mind in terms of relationships that are constructed among them. Qualities characterizing well-structured mental concepts of mathematical ideas include integratedness, connectedness, and correspondence. The discussion leads rather naturally to some implications of this model for long term memory in problem solving strategies. Instructional modes that might improve the three qualities of well-structured memory are suggested and developed around examples of problem solving tasks for children.
Resnick, L. B., & Ford, W. W. (1981a). Piaget and the development of cognitive structures. In The psychology of mathematics for instruction (pp. 155-172, 189-194). Hillsdale, NJ: Lawrence Erlbaum.


Learning Theory: Radical Constructivism
Piaget and Development (Theory)
This chapter complements Driscoll's discussion of Piaget's theory of cognitive development in children from the perspective of mathematics. Evidence for cognitive differences in Piaget's four stages of development is presented by way of examples of Piagetian task-based experiments. The angles-of-a-triangle problem (in which students may discover that all angles of a triangle sum to 180), the dot-in-a-rectangle problem (in which students need to develop a coordinate system), the number conservation task (where matched items are separated and young children no longer believe there are the same number of both items), and the bending rod experiment (where participants must identify which qualities of a rod affect bending strength) are all outlined in the chapter. Instructional considerations arising from the Piagetian and Neo-Piagetian research programs are contrasted with some criticisms of the Piaget's stage theory. The clinical interaction method developed by Piaget for research is closely tied to the kinds of things that occur in teaching and represents a major advance in educational research.
Level: Secondary Learning Theory: Social Cognitive Theory
Metacognition (Practice)
This article describes metacognition (or thinking about thinking) as existing through knowledge about one's own cognition and regulation of cognition. Knowledge of cognition can be considered from the perspective of (1) declarative knowledge (what I know about myself and the factors that influence my learning), (2) procedural knowledge (heuristics and strategies for doing things), and (3) conditional knowledge (ways that I know when and how to use declarative and procedural knowledge). The other aspect of metacognition is regulation, which is the means by which an individual controls their learning. Included in regulation are the subprocesses of planning, monitoring, and evaluation. Metacognition is domain general and can be learned when instructors employ classroom strategies that promote awareness, regulation, and support for evaluating progress and the effectiveness of problem-solving approaches.
Schunk, D. H. (2004). Learning theories: An educational perspective (pp. 285-289, 447-451). Upper Saddle River, NJ: Pearson Education.


Learning Theory: General Learning Theory
Overview of Learning Theories (Theory)
Schunk, D. H. (2004). Behavioral theories. In Learning theories: an educational perspective (pp. 29-81). Upper Saddle River, NJ: Pearson Education.


Learning Theory: Behaviorism
Overview of Behaviorism (Theory)
Schunk, D. H. (2004). Cognitive learning processes. In Learning theories: an educational perspective (pp. 190-217). Upper Saddle River, NJ: Pearson Education.


Learning Theory: General Learning Theory
Some Learning Processes (Theory)
Schunk, D. H. (2004). Information processing. In Learning theories: An educational perspective (pp. 136-189). Upper Saddle River, NJ: Pearson Education.


Learning Theory: Cognitive Information Processing
Cognitive Information Processing (Theory)
Schunk, D. H. (2004). Learning: Introduction, issues, historical perspectives. In Learning theories: an educational perspective (pp. 1-27). Upper Saddle River, NJ: Pearson Education.


Learning Theory: General Learning Theory
Basics of Learning (Theory)
Schunk, D. H. (2004). Social cognitive theory. In Learning theories: an educational perspective (pp. 83-134). Upper Saddle River, NJ: Pearson Education.


Learning Theory: Social Cognitive Theory
Overview of Social Cognitive Theory (Theory)
Schunk, D. H. (2004). Vygotsky's sociocultural theory. In Learning theories: An educational perspective (pp. 291-300). Upper Saddle River, NJ: Pearson Education.


Learning Theory: Social Constructivism
Vygotsky and Social Constructivism (Theory)
Shepard, L. A. (2000). The role of assessment in a learning culture. Educational Researcher, 29(7), 4-14.


Learning Theory: Complexity Science
Assessment within Systems Theory (Theory)
Simon, S. D. (1999). From neo-behaviorism to social constructivism? The paridigmatic non-evolution of Albert Bandura. Unpublished master's thesis, Emory University. Retrieved March 28, 2007, from http://www.des.emory.edu/


Learning Theory: Social Cognitive Theory
Albert Bandura and Epistemology (Theory)
Steffe, L. P., & Kieren, T. (1994). Radical constructivism and mathematics education. Journal for Research in Mathematics Education, 25(6), 711-733.


Learning Theory: Radical Constructivism
History of Radical Constructivism (Theory)
This article chronicles the development of radical constructivism in mathematics education since Piaget and Bruner in the 1960s. The authors claim that the preconstructivist revolution and a shift in normal science away from the Cartesian epistemology of behavioral sciences converged to support naturalistic studies into learning during the later half of the 20th century. Competing forms of constructivism have existed from the beginning and constructivists have actively debated one another and empirical sciences on the philosophical assumptions supporting their theory. The article also suggests that constructivist approaches to research in mathematics education often lead to provocative and powerful new ways of teaching, which is an added benefit of the theoretical approach.
Sylwester, R. (1994). What the biology of the brain tells us about learning. Educational Leadership, 51(4), 46-51.


Learning Theory: Complexity Science
Neuroscience (Theory)
The author of this article uses the metaphor in neurosciences that the brain is a jungle (as opposed to a linear processor of stimuli or organism). Imaging technology and evolutionary principles support a neural Darwinism model for brain functioning. Sylwester suggests that the brain acts in many of the same ways that living organisms do; it has been shaped by selection over thousands of years and is organized at birth to be able to adapt to the kinds of cognitive demands that humans face. Nature and nurture exist in a balance as the genetic predispositions to learn and reorganize knowledge are reinforced by interactions and experiences. However, as the increasing cognitive demands of society begin to outpace our mental ability to adapt, we develop a technological brain to allow for distributed knowledge and abilities to respond to huge amounts of information. Sylwester also suggests several educational implications of neuroscience, mostly related to the metaphor of the mind as jungle. Maybe learning should take place in a complex environment, he suggests.
Thorndike, E. L. (1924). The psychology of arithmetic. In The '1923 Report' and connectionism (pp. 102-121). New York: Macmillan.


Level: Primary Learning Theory: Behaviorism
Behaviorism in Arithmetic (Research - Quantitative)
Bonds, or associations, or connections, are reinforced patterns of interacting with the environment. In this early paper on the psychology of learning, Thorndike describes his intuitive theory of how an individual forms and maintains bonds for arithmetic. As the frequency of correct responses to a predetermined type of task increase, we see evidence for strengthened bonds. Thorndike believes that if conditions are set properly, students can develop strong bonds in mathematics through the rewards of successfully and reliably completing basic tasks. Later, students are able to generalize certain abstract properties of numbers from the many examples they complete during practice. The article also argues for inductive approaches to arithmetic instruction, where students naturally discover deeper principles of numbers only after they become comfortable with procedures.
von Glasersfeld, E. (1996). Aspects of radical constructivism and its educational implications. In P. Nesher, L. P. Steffe, P. Cobb, G. Goldin, & B. Greer (Eds.), Theories of mathematical learning (pp. 307-314). Mahwah,, NJ: Lawrence Erlbaum Associates.


Learning Theory: Radical Constructivism
Philosophy of Radical Constructivism (Theory)
This short chapter outlines the educational assumptions and implications of radical constructivism in the field of mathematics education. The point is made that Piaget's developmental theories and research methodology were widely accepted and thoroughly studied while his genetic epistemology was largely ignored until the 1980s. The interpretivist perspective of radical constructivism is outlined, including the belief that all knowledge is subjective and that mental representations of the world vary widely and do not simply exist as isomorphisms of an external reality. The article concludes by developing the radical constructivists approach to how researchers and teachers might view the making of abstraction and misconceptions (ways of thinking that are not viable in the learner's interpretations).
Zawojewski, J. S., & Lesh, R. (2003). A models and modeling perspective on problem solving. In R. Lesh & H. M. Doerr (Eds.), Beyond constructivism (pp. 317-336). Mahwah, NJ: Lawrence Erlbaum.


Learning Theory: Models and Modeling
Models and Modeling and Problem Solving (Theory)
This chapter accepts Lester's (1983) definition that a problem is a task for which (1) the individual or group wants or needs to find a solution, (2) there is not a readily determined method of solution, and (3) the individual or group must construct a solution. The authors contrast the models and modeling approach to problem solving (which includes cyclical trial procedures to use given information to reach goals) to the information processing view of problem solving (which includes the selection of a procedure that will allow for the solution to a problem from the given information). The chapter argues that Polya and other's general strategies for problem solving are of little benefit to learners, and instead suggests that heuristics and strategies are largely tied to context. They summarize the six points of the chapter: (1) the most useful strategies and procedures are learning during the solution development process for specific problems, (2) the most important purpose of strategies is to help students refine and revise models, (3) any strategy can be productive or counterproductive (depending on the problem), (4) the productivity of a strategy depends on the purpose for using it, (5) problem solving strategies develop along a variety of dimensions, and (6) early levels of understanding often emerge in social aspects of development. The chapter also includes transcripts of students working on a model-eliciting activity.
MED 701: Quantitative Math Ed (19 Refs)
Abbott, M. L., Joireman, J., & Stroh, H. R. (2002). The influence of district size, school size and socioeconomic status on student acheivement in Washington: A replication study using heirarchical linear modeling. Lynwood, WA: Washington School Research Center.


Level: Secondary
SES and School Size (Replicates O'Callaghan, 1998) (Research - Quantitative)
Dees, R. L. (1991). The role of cooperative learning in increasing problem-solving ability in a college remedial course. Journal for Research in Mathematics Education, 22(5), 409-421.


Level: College
Cooperative Learning in Remedial Math (Research - Quantitative)
Ellington, A. J. (2003). A meta-analysis of the effects of calculators on students' achievement and attitude levels in precollege mathematics classes. Journal for Research in Mathematics Education, 34(5), 433-463.


Level: Secondary
Calculators in Secondary Math (Research - Quantitative)
Evans, S. W. (2006). Differential performance of items in mathematics assesment materials for 7-year-old pupils in English-medium and Welsh-medium versions. Educational Studies in Mathematics, 64(2), 145-168.


Level: Primary
DIF: Testing Items (Research - Quantitative)
Foster, J., Barkus, E., & Yavorsky, C. (2006). Path analysis. In Understanding and using advanced statistics. (pp. 89-102). London: Sage Publications.


Path Analysis in Correlational Studies (Theory)
