Chapter 1
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CHAPTER 1

THE PROBLEM

    This chapter presents an overview for a qualitative research study investigating the initial offering of the Advanced Placement (AP) Statistics course. Topics include problem, research questions, rationale, theoretical construct and overview of the study.

Introduction

    Nationwide efforts in mathematics education reform were stimulated in 1989 when the National Council for Teachers of Mathematics (NCTM) released the Curriculum and Evaluation Standards for School Mathematics and the National Research Council (NRC) published Everybody Counts: A Report to the Nation on the Future of Mathematics Education. The spirit of reform was inspiring mathematics educators and researchers to study the ways students think and learn. This reform included a shift in the kind of mathematical knowledge students were expected to develop from formulas and memorization of algorithms toward constructing individual, mathematically sound concepts and understandings (Davis, 1992).
    Many mathematics education researchers utilize a constructivist epistemology to understand students’ reasoning processes and their development of concepts. Constructivism, a theory of learning, embraces the fundamental idea that learners construct knowledge. This learning theory also has pedagogical implications. Rather than emphasizing traditional lecturing methods, teachers provide "a set of mathematical experiences which the teacher attempts to arrange for the student" (Lochhead, 1991, p. 76). This shift in pedagogy has also impacted mathematics education research. Many education scholars across all academic levels are attempting to observe, understand, and describe the process of learning. Many mathematics education researchers’ goals are moving toward understanding students’ thinking about mathematics and their construction of ideas.

The Problem

    For many years, the College Board, public schools, and participating colleges have collaborated to provide college level courses to high school mathematics students through the Advanced Placement (AP) Program (College Entrance Examination Board, 1996). The AP program serves three educational groups: (a) students who wish to earn college credit while in high school, (b) secondary schools who encourage their students in the same, and © the colleges that grant credit to these students (Watkins, Roberts, Olsen, & Scheaffer, 1997). Students enroll in AP classes their junior or senior year. If they pass the corresponding nationally standardized AP exams in the spring, they may receive college credit for the course. In the fall of 1996, an AP course was implemented in Statistics. The AP Statistics curriculum provides college bound students the opportunity to study statistics in an academically challenging high school environment. Consistent with NCTM’s Curriculum and Evaluation Standards for School Mathematics(1989) and the current reform movement, the AP Statistics course emphasizes concept-oriented instruction, writing, group projects, computer applications and simulations. According to the College Board Advanced Placement Course Description (1997),

The AP Statistics course lends itself naturally to a mode of teaching that engages students in constructing their own knowledge . . . Important components of the course should include the use of technology, projects and laboratories, cooperative group problem solving, and writing as a part of concept-oriented instruction and assessment. This approach gives students ample opportunity to think through problems, make decisions, and share questions and conclusions with other students as well as the teacher. (p. 11)

In the same spirit of reform as that prevalent in mathematics education, the Georgia Pre-School through Post-Secondary Education (P-16) Initiative (Vollmer, 1996) provides opportunities for systemic reform at all levels of education. Among P-16's five purposes, three are addressed by the AP Program. They are: (a) to improve student achievement, (b) to help students move smoothly from one educational system to another, and (c) to ensure that all students who enter the University System are prepared to succeed. The AP Program is a cooperative effort between secondary schools, colleges, and the College Board (College Entrance Examination Board, 1996). Characteristics of the AP Program (College Entrance Examination Board, 1996) include,

A commitment to academic rigor, a reliance on outstanding secondary school teachers and college faculty for the maintenance and development of the program, and a belief that able secondary school students can profitably handle college-level material. (p. 8)

Clearly, the goals of P-16 are addressed by the Advanced Placement Program.
    Increased attention on how students learn is changing the role of the teacher in mathematics classrooms. Also, there is additional consideration on statistics in the education curriculum. Meeting both these changing trends, the College Board implemented an AP Statistics class in the fall of 1996. However, there was no research on the effects of concept-oriented instruction on students’ learning in the AP Statistics classroom.

Research Questions

    Despite increased attention to the importance of statistics in high school and college curricula, many educators state that little research on teaching and learning statistics has been conducted (Cobb, 1992; Garfield & Ahlgren, 1988; Shaughnessy, 1992). Also, due to the rapid and recent technology explosion, more research is recommended regarding the impact of non-traditional pedagogy on learning statistics (Dunham & Dick, 1994; Moore, 1996; Shaughnessy, 1992).
    This study used ethnographic methods, including longitudinal fieldwork and in-depth interviewing, to understand and describe students’ learning in a concept-oriented, activity-based, AP Statistics classroom. The research focused on how the AP Statistics Test Development Committee’s recommended pedagogy effects students’ learning and subsequent performance on the AP exam. To achieve this goal, the following questions were addressed. Questions 1 and 2 emerged from the study. The emergence of these questions is described in chapter 4.

1. What are the salient features of the AP Statistics course and the genesis of these features?

2. What teaching strategies are effective in implementing the recommended pedagogy?

3. How do projects that employ cooperative group problem solving and writing influence students’ development of statistical concepts?

4. How does gathering data effect students’ understanding of statistics?

5. What components of activity-based, concept-oriented instruction effect students’ performance on the AP exam?

Rationale

    The reform movement within mathematics education has pedagogical implications leading some teachers to change teaching techniques. Still, many teachers present mathematics by lecture and assess students’ learning using traditional methods. Teaching and assessing rote manipulations based on regurgitation of these "taught" ideas implies that mathematical thinking is simple memorization. Many reform oriented educators resist this notion and encourage critical reasoning about mathematical ideas (American Mathematical Association of Two-Year Colleges [AMATYC], 1995; Confrey, 1990; Davis, Maher, & Noddings, 1990; Mathematical Association of America [MAA], 1991; National Council of Teachers of Mathematics [NCTM], 1989). Calculators and computers can do the arithmetic. The student, however, needs to have conceptual understanding in order to create or choose the appropriate technique to solve a problem (Cobb, 1992; Creswell, 1994; Garfield & Ahlgren, 1988).
    The role of statistics in education is also changing. Many educators and statisticians see statistics as a branch of mathematics easily adaptable to the constructivist theory of learning. As the science of data analysis, statistics incorporates critical examination of the data, interacting with data by modeling and hypothesis testing, and drawing conclusions based on the same. These elements of statistical thinking and analysis involve active involvement by the student. Students need to examine the situation, generate ideas about the behavior of the situation, and use other statistical techniques to test their ideas.
    The role of statistics is also changing in education because statistics classes are gaining more attention and enrollment (College Entrance Examination Board, 1997). Educators are more aware that high school graduates need the ability to critically read and analyze statistics prevalent in everyday life (Cobb, 1992; Garfield & Ahlgren, 1988; Moore, 1990, 1997). In addition, while many students do not have a high school statistics background, enrollment in college statistics is larger than that for calculus (Loftsgaarden, Rung, & Watkins, 1997). Increasingly more departments, including business, nursing, psychology, and social work, require at least one statistics course toward degree requirements. Many students, however, who pass the course lack the ability to apply any conceptual understanding to nontextbook scenarios. Despite the increasing emphasis of statistics in college curricula and the growing trend in mathematics education to develop constructivist teaching techniques, the need exists for more research investigating the influence of constructivist pedagogy on students learning statistics (Cobb, 1992; Garfield & Ahlgren, 1988; Shaughnessy, 1992). Specifically, there is no research on the Test Development Committee’s recommended pedagogy’s effect on high school students’ conceptions of AP Statistics topics.

Theoretical Construct

    The learning theory of constructivism supports ontological assumptions that "emphasize the importance of understanding the processes through which human beings concretize their relationship to their world" (Morgan & Smircich, 1980, p. 493). Constructivism asserts that learners construct knowledge and understand their world by connecting new information with existing knowledge (Piaget, 1964). The mathematics education interpretation of constructivism provides a description of the cognitive processes involved when students’ connect mathematical ideas (Cobb, Wood, & Yackel, 1990).
    Constructivism has had a profound effect on mathematics education. Rather than emphasizing test scores as a measure of learning, many mathematics educators are looking into students’ thought processes and how learners come to know. Seeking to understand and interpret is consistent with the learning theory of constructivism. Researchers emphasize identifying themes that explain how students assimilate new information. Misconceptions and prior knowledge are important pieces of the puzzle. The increased interest in how students construct meaning has many researchers and teachers shifting their attention from passive to active learning. Teaching strategies are moving from lectures of routine, meaningless computations to student activities involving applying and understanding concepts (Confrey, 1990).
    As a result of learning experiences, students’ knowledge is constantly in flux and is influenced by the individual’s lens through which he or she views the world (Hatano, 1996). Therefore, each learner arrives with uniquely constructed ideas about mathematics. Students have different learning styles, various levels of understandings, and distinct inaccurate ideas. One challenge for teachers is to uncover misconceptions and provide activities where students can construct (or reconstruct) and understand sound mathematical concepts. Constructivist teachers understand that a critical element of the constructivist theory is the idea that students connect new information to existing information (Piaget, 1964). Constructivists suggest students be actively involved if they are expected to successfully make these connections. The challenge has been to create pedagogical models that assist students in making these connections. Rather than developing inflexible models reminiscent of behaviorism, constructivists suggest pedagogical strategies that actively involve students in the learning process. Recommended activities include using technology, projects, cooperative group problem solving and writing assignments. The AP Statistics Test Development Committee, appointed by the College Board, recommends these same pedagogical techniques for the AP Statistics course. Consistent with constructivist theory, this study investigated the statistical understandings that AP high school students construct in a concept-oriented class with respect to the Test Development Committee’s recommended pedagogy.

Overview of the Study

    Shulman (1988) argued that flexibility is required to investigate a complex environment and school is complex. A researcher interested in identifying and describing complex learning processes needs flexibility for patterns to emerge. Methodology sensitive to describing complex factors encouraged adaptation of ideas and influences (Lincoln & Guba, 1985). Qualitative researchers explored complex processes using inductive logic (Creswell, 1994). Specifically, an ethnographic design supported the emergence of patterns and themes. Therefore, educational researchers believed qualitative research methods were appropriate for research that investigates complex processes (Creswell, 1994).
    To address the research questions, I contacted a teacher in a school that offered AP Statistics. I had a limited number of schools to choose from since this initial course was not offered at every high school. I chose a teacher who piloted the AP Statistics class in the school year 1995-1996. The purpose of the fall quarter visits was to observe, gather baseline data, and attempt to establish rapport. Data were collected on students’ projects winter and spring quarters. Project notes were collected routinely throughout their project assignment. I conducted interviews after completion of their project presentations. The interviews sought to clarify how various elements from the Test Development Committee’s recommended pedagogy, including the use of technology, projects and laboratories, cooperative group problem solving, and writing as a part of concept-oriented instruction and assessment, affected their project development.
    Certain data sources included copies of students’ tests and other work, especially project notes, that might reflect their concept development. Specifically, all students collaborated with other students on a project. Their assignment included submitting weekly progress reports. The students responded to a series of open-ended questions to address. In order to check their conceptual development, these questions required them to compose sentences and paragraphs. In addition, traditional tests and individuals’ scores, writing samples, computer assignments, and final project reports were collected. Data were gathered and analyzed in an attempt to clarify how various elements from the Test Development Committee’s recommended pedagogy affected the students’ concept development.
    I conducted interviews asking questions that focused on how they did, or did not, utilize various techniques to construct understandings. The techniques of interest are those recommended by the Test Development Committee, including the use of technology, projects and laboratories, cooperative group problem solving, and writing as a part of concept-oriented instruction and assessment. Key informants were chosen for further investigation of their learning process as patterns begin to emerge. Choosing informants for interviewing is "largely opportunistic" (Lincoln & Guba, 1985, p. 259). As the researcher, I observed the class dynamics seeking to identify students who provided a variety of learning prospectives. I requested the instructor to do the same. As I began to narrow the list of prospective informants, I discussed my ideas with the teacher.
    I utilized member checking, triangulation of data, and peer debriefing to verify descriptions. The idea is to examine various types of collected data to identify trends and patterns. To verify emerging patterns, the instructor reviewed drafts. Also, these patterns were confirmed during interviews with the students. Ongoing member checking served to verify that these patterns and behaviors were accurate reflections of the informants’ thoughts and conceptual development.
    Two research questions emerged from the data. To address the first emergent question, I gathered a variety of resources from the College Board, the Educational Testing Service (ETS), and the instructor. College Board and ETS resources included published materials and structured interviews with representatives from both organizations. To answer the second emergent question, I referred to the structured interview and numerous other conversations with the instructor.

Summary

    The College Board implemented an AP Statistics class to address the needs of the changing curriculum of colleges. The AP Statistics Test Development Committee, appointed by the College Board, recommended pedagogical techniques supported by the constructivist learning theory. These techniques included the use of technology, projects, cooperative group problem solving, and writing. This study utilized qualitative research methods to observe, understand, and describe the impact of the Test Development Committee’s recommended pedagogy on AP students’ development of statistical concepts. The next chapter presents a review of the literature.