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Chapter 1
General introduction
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Introduction
In our society, data and statistics have become pervasive (Gravemeijer,
Stephan, Julie, Lin, & Ohtani, 2017). These data can be used for inferential
reasoning (i.e., the process of drawing a conclusion based on evidence or
reasoning). However, for drawing adequate conclusions, it is fundamental that
the evidence is credible and the inferential reasoning process sound (Dewey,
1910/1997). In daily life, this might not be the case; for example, a newspaper
reports that “commuters sick of crowded, dirty train” (Pel, 2016). The
newspaper thus makes a suggestion about Dutch commuters in general, while
the sample contains only people who filed a complaint about train hygiene. In
some instances, the role of empirical evidence in drawing conclusions seems to
be left out altogether (Viner, 2016). In 2016, the Oxford English Dictionaries Word
of the Year was “post-truth,” where “objective facts are less influential in
shaping public opinion than appeals to emotion and personal belief” (Word of
the Year 2016, 2016). In the Netherlands, for example, encountered crime
decreases at a slower rate than recorded (Statistics Netherlands, 2018). Thus, in
a time where the importance of data and inferential reasoning increases,
citizens need to be able to assess the validity of inferences. Also, in the
workplace, the importance of inferential reasoning is likely to increase because
such reasoning is a skill not easily substituted by automated technologies (Liu
& Grusky, 2013).
One of the primary purposes of education is to help children become
qualified members of society, both today and in the future (Biesta, 2009). Since
inferential reasoning is an important skill in this society, primary education
could introduce children to inferential reasoning. To this end, teachers could
introduce primary school students to informal statistical inference (ISI) (Groth
& Meletiou-Mavrotheris, 2018). ISI can be defined as “a generalized conclusion
expressed with uncertainty and evidenced by, yet extending beyond, available
data” (Ben-Zvi, Bakker, & Makar, 2015, p. 293).
If primary school teachers are to introduce their students to ISI, they need
to have appropriate content knowledge of ISI (ISI-CK) themselves. However,
research suggests that many primary school teachers lack the content
knowledge to teach ISI (Batanero & Díaz, 2010; Groth & Meletiou-Mavrotheris,
2018). Moreover, the literature provides few successful examples of how the
INTRODUCTION
9
ISI-CK of pre-service primary school teachers1 can be fostered (Groth &
Meletiou-Mavrotheris, 2018; Leavy, 2010). In particular, no research has been
reported about contexts where limited time was available for interventions to
foster pre-service teachers’ ISI-CK. This restriction in intervention length is
relevant for our setting of Dutch teacher college education, where it is typical
that little time is reserved for statistics. Therefore, the aims of this thesis are to
extend the evidence about what ISI-CK pre-service primary school teachers
actually have and to investigate how interventions of limited length can foster
the ISI-CK of pre-service primary school teachers. The overall research
question of this thesis is: What is the ISI-CK of pre-service primary school
teachers, how does their ISI-CK develop during an intervention of limited
length, and what ISI-CK do they show during teaching ISI in primary school?
Informal Statistical Inference
ISI could be a suitable form for introducing primary school students to
inferential reasoning because the statistical reasoning involved in ISI tends to
be of lower complexity than in formal statistical inference. This difference in
complexity varies in a number of applications (Makar & Rubin, 2018). For
instance, while formal statistical inference might use quantitative expressions
of uncertainty, such as p-values, ISI permits qualitative expressions of
uncertainty, such as “I am quite sure.” Second, inference in ISI can be based on
(hands-on) simulations rather than closed-form formulas based on probability
theory (J. D. Mills, 2002). For example, an ISI activity could have students first
draw samples individually and then have them compare their results, thus
simulating a sampling distribution. Third, ISI allows for a diversity of images
of distributions, such as dot plots that highlight individual samples in
sampling distributions (Makar & Rubin, 2018).
The following is an example of how, in ISI, multiple statistical concepts are
used as statistical arguments to support the inference (Makar & Rubin, 2009;
Watson, 2001): Confronted with a particular sample and its distribution,
1 This dissertation concerns pre-service primary school teachers, which we often abbreviate as
“pre-service teachers.”
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someone notes the high level of variance in the sample and argues that the
sample is too small and possibly biased and, therefore, expresses the inference
with a high degree of uncertainty. In this example, the statistical concepts of
sample size, bias, sampling methods, and variance are arguments in the
inference.
For our studies among pre-service teachers, we used the ISI framework of
Makar and Rubin (2009), which covers the key themes of ISI identified in the
literature (Makar & Rubin, 2018; Rossman, 2008; Zieffler, Garfield, delMas, &
Reading, 2008). We conceptualized the three components of this framework as
follows:
1. Data as evidence, subdivided into two subcomponents:
a. Using data: The inference is based on available data and not on
tradition, personal beliefs, or personal experience.
b. Describing data: Before the data can be used as evidence
within ISI, one first needs to descriptively analyze the sample
data by, for instance, calculating a mean (Zieffler et al., 2008).
The resulting descriptive statistic then functions as an
evidence-based argument within ISI (Ben-Zvi, 2006).
2. Generalization beyond the data: The inference goes beyond a
description of the sample data by making a probabilistic claim about a
population, an individual not included in the sample, or a mechanism
that produced the sample data2.
3. Probabilistic language: Due to sampling variability and the degree of
sample representativeness, the inference is inherently uncertain and
requires using probabilistic language. For the correct usage of
probabilistic language, the origins of uncertainty in inferences must be
understood. Therefore, we divided this component into four
subcomponents:
a. Sampling variability: The inference is based on an
understanding of sampling variability; it is expressed from an
understanding that the outcomes of representative samples are
similar and that, therefore, under certain circumstances, a
sample can be used for an inference.
2 In this dissertation, “to make inferences” and “to make generalizations (beyond the data)” are
used interchangeably.
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b. Sampling method: The inference includes a discussion of the
sampling method and the implications for sample
representativeness.
c. Sample size: The inference includes a discussion of the sample
size and the implications for sample representativeness.
d. Uncertainty: The inference is expressed with uncertainty and
includes a discussion of what the sample characteristics, such
as the sampling method employed and the sample size, imply
for the certainty of the inference.
We used this framework in several ways. First, the framework was used to
analyze and describe the pre-service teachers’ ISI-CK. For example, Chapters 2
and 3 show that many pre-service teachers appear to be able to use common
descriptive statistics (subcomponent “describing data”), such as the mean,
while at the same time, many tend to only describe the data without engaging
in making generalizations beyond the data (component “generalization”). This
finding led us to design tasks that put less emphasis on the subcomponent
“describing data” and more emphasis on the component “generalization” in
Chapters 4 and 5. The “describing data” subcomponent, therefore, no longer
features in the ISI framework of the later chapters. Second, the framework was
used was to operationalize the learning objectives for pre-service teachers
(Chapters 3 and 4). The attainment of these learning objectives was expected to
give them sufficient ISI-CK to teach ISI in the upper grades of primary school.
Third, the framework’s components helped us to formulate conceptual
mechanisms that explain how the activities used in the intervention may
scaffold the participants’ reasoning toward the attainment of the learning
objectives (Simon, 1995). For example, the first activity of the teacher college
intervention in Chapter 4 had the pre-service teachers search the media for a
news item that made a claim about a population based on a sample in order to
create awareness when inferential reasoning is used (component
“generalization”).
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ISI in Primary Education
In most countries, as in the Netherlands, ISI is not part of the (mathematics)
curricula of primary schools (Makar & Rubin, 2018). It is hypothesized,
however, that an introduction to ISI in the upper grades of primary school has
several potential benefits (Makar, 2016; Makar, Bakker, & Ben-Zvi, 2011). A
first benefit might be that, because it has been shown that understanding the
statistical concepts underpinning statistical inference is challenging
(Shaughnessy, Garfield, & Greer, 1996), an early introduction of ISI allows
students to be repeatedly exposed to the statistical concepts involved in ISI
over an extended period of time (Watson & Moritz, 2000). Second, it is
conjectured that ISI can facilitate the transition to formal statistical inference, as
students will gradually understand the processes involved in inferential
reasoning (Zieffler et al., 2008). Third, ISI can offer a unified framework for
learning multiple statistical concepts because ISI involves a reasoning process
in which multiple statistical concepts are used as reasoning tools, as the
example of ISI in the section on ISI shows. So it is conjectured that, by being
engaged in ISI, students learn statistics in an integrated way (Bakker & Derry,
2011).
The potential benefits of introducing ISI in primary school can only be
reaped if ISI is in the zone of proximal development of primary school
students; that is, if primary school students can be successfully engaged in
meaningful ISI activities while being supported by a more knowledgeable
other, which, in a school setting, is often the teacher (Vygotsky, 1978).
Successful engagement of students in ISI requires them to have some intuitive
notions of chance, as one to needs to have a sense that sampling results usually
vary from sample to sample (Chance, delMas, & Garfield, 2004; Saldanha &
Thompson, 2002). Piaget and Inhelder (1975/1951) showed that, around seven
years old, primary school students start to show intuitive notions about
uncertainty. Recent evidence suggests that even babies as young as eight
months “are sensitive to statistical patterns” (Gopnik, 2012, p. 1625). Babies
tend to watch for a longer period of time when a sample of mostly white balls
are drawn from a box of mostly red balls than when the sample is composed of
mostly red balls. The researchers thus suggest that babies possess intuition
about the likelihood of events.
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Also, recent research evidence in the field of statistics education suggests
an early introduction of ISI is possible (Ben-Zvi, 2006; Ben-Zvi et al., 2015;
Makar, 2016; Meletiou-Mavrotheris & Paparistodemou, 2015; Paparistodemou
& Meletiou-Mavrotheris, 2008). Leavy (2017) showed that kindergarten
children demonstrated some initial ability to make inferences based on given
data. Although far from being perfect, some inferences based on the data
(component “data as evidence”) were expressed tentatively, using expressions
such as “I think,” “maybe,” and “probably” (component “probabilistic
language”). While it may be that primary school students cannot be expected
to develop mature understandings of inferential reasoning, their emergent and
incomplete understandings can provide a valuable foundation for later
education (cf. the spiral curriculum Bruner, 1960; Makar et al., 2011). Chapter 4
provides an example of a meaningful introductory ISI activity that served as an
example for pre-service teachers how ISI could be introduced to primary
school students. These were hands-on activities that required little descriptive
analyses (Arnold, Pfannkuch, Wild, Regan, & Budgett, 2011) and involved a
tangible population and sample.
ISI and Pre-Service Primary School Teachers
Pre-service teachers’ knowledge of ISI
If primary school students are to be introduced to ISI, their future teachers
must be well prepared to conduct this introduction (Batanero & Díaz, 2010)
and, therefore, need to possess a thorough knowledge of ISI (Groth &
Meletiou-Mavrotheris, 2018). Teachers’ content knowledge impacts their
students’ learning achievements (Fennema & Franke, 1992; Rivkin, Hanushek,
& Kain, 2005) and may facilitate the development of the teachers’ pedagogical
content knowledge, which is, in this case, the knowledge of how to teach ISI
(Burgess, 2009; Groth, 2013; Leavy, 2010; Shulman, 1986). This content
knowledge must extend beyond what their pupils will learn. Teachers need to
have knowledge about the place of the particular content in the curriculum
(horizon content knowledge) and specific knowledge that is relevant for
teaching the content (specialized content knowledge) (Ball, Thames, & Phelps,
2008). Given the importance of teachers’ ISI-CK for primary school students’
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learning, our studies aimed to contribute to the scientific evidence about how
to foster pre-service teachers’ ISI-CK.
For teachers, the foremost reason for learning ISI-CK is to use this
knowledge in their teaching. It is, therefore, important to investigate how
teachers’ ISI-CK “plays out” in teaching (Rowland, Turner, Thwaites, & Hurst,
2009), as “teacher knowledge can only be understood in the context in which
they work” (Petrou & Goulding, 2011, p. 20). So, while Chapters 2 and 4
describe ISI-CK using an online questionnaire, and Chapters 3 and 4
investigate pre-service teachers’ ISI-CK when engaged in ISI activities in
teacher college sessions, the focus of Chapter 5 is on the ISI-CK of three pre-
service teachers “in action” while teaching an ISI lesson.
A review of the literature suggests that few studies have reported on pre-
service teachers’ ISI-CK (Ben-Zvi et al., 2015). For example, the knowledge of
pre-service teachers in the (sub-)components “using data” and “generalization
beyond the data” have hitherto not been investigated. This implies that there is
also no overview available that integrates pre-service teachers’ knowledge of
all ISI components. Therefore, our first study, reported in Chapter 2, aimed to
comprehensively describe pre-service teachers’ ISI-CK by surveying 722 first-
year pre-service teachers from seven teacher colleges across the Netherlands.
The limited available evidence about pre-service primary school teachers’
ISI-CK suggests that many pre-service teachers have difficulty making
inferences and lack an understanding of representativeness and sampling
variability (Groth & Meletiou-Mavrotheris, 2018). The evidence on the
“probabilistic language” component suggests that many pre-service teachers
show a limited understanding of sampling methods, sample size,
representativeness, and sources of bias in the case of self-selection (Groth &
Bergner, 2005; Meletiou-Mavrotheris, Kleanthous, & Paparistodemou, 2014;
Watson, 2001). Concerning the “sampling variability” subcomponent, Mooney,
Duni, VanMeenen, and Langrall (2014) report that a substantial proportion of
the teachers they examined understood that sample distributions are likely to
be different from the population distribution. However, an understanding of
the implications of variability for the actual sample proved to be more difficult.
Watson and Callingham (2013) found that only half of the teachers they
interviewed could conceptualize that a smaller sample has greater variability.
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No studies have so far been conducted on how pre-service teachers use
descriptive statistics in the context of ISI. However, the literature on pre-service
teachers’ understanding of descriptive statistics in general has shown this
understanding to be generally superficial (Batanero & Díaz, 2010;
Chatzivasileiou, Michalis, Tsaliki, & Sakellariou, 2011; Garfield & Ben-Zvi,
2007; Jacobbe & Carvalho, 2011; Koleza & Kontogianni, 2016). More
specifically, only a minority of teachers attend to both center and spread when
comparing data sets (Canada & Ciancetta, 2007), while understanding of the
mean, median, and mode is mostly procedural (Groth & Bergner, 2006; Jacobbe
& Carvalho, 2011). In sum, this research suggests there is a need to develop at
least some components of pre-service primary school teachers’ ISI-CK.
Interventions to foster pre-service teachers’ ISI-CK
In order to investigate how to foster pre-service teachers’ ISI-CK, we aimed to
design an intervention that would be useful in mathematics education
curricula of Dutch teacher colleges. In these curricula, there is usually little
time reserved for statistics, and attention to ISI is likely to be absent altogether
(Van Zanten, Barth, Faarts, Van Gool, & Keijzer, 2009). We, therefore, did not
expect that teacher colleges would consider implementing lengthy ISI courses
in their mathematics education courses. To obtain ecological valid results, we
designed relatively short interventions (Chapter 3: one session; Chapter 4: five
sessions) that could be implemented in the current mathematics education
curriculum.
To date, the literature has not provided other examples of such short
interventions, and very few studies have investigated how to foster pre-service
primary school teachers’ ISI-CK (Ben-Zvi et al., 2015; Groth & Meletiou-
Mavrotheris, 2018). The only study to date, Leavy (2010), showed a tendency
among pre-service teachers to focus on data collection and analysis at the
expense of inferential reasoning. This tendency is ascribed to the pre-service
teachers’ inexperience with conducting statistical investigations themselves.
Furthermore, pre-service teachers have severe problems designing lessons that
provide opportunities to discuss ISI with students (Leavy, 2010; Makar &
Rubin, 2009).
In designing the interventions reported in Chapter 4, we incorporated
these findings by using activities that elicit awareness of inferences and by
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providing pre-service teachers with a pre-designed lesson plan rather than
having them design their own.
Theoretical Framework
As the above discussion revealed, there are no examples of interventional
studies that show how to foster the ISI-CK of pre-service teachers within a
limited time frame. Therefore, the second aim of this thesis is to design such
interventions and study the development of pre-service teachers’ ISI-CK. This
section sets out which theories on learning and teaching were used in
designing the interventions.
The activities used in our studies are predominantly based on inquiry-
based teaching, where the learning involved is defined as guided co-
construction of knowledge (Dobber, Zwart, Tanis, & van Oers, 2017). For
students in general, inquiry-based learning environments have been shown to
be effective in developing their ISI knowledge (Makar et al., 2011). In such
learning environments, a driving question is typically posed to motivate
students to engage in inquiries (Garfield & Ben-Zvi, 2008; Groth, Bergner,
Burgess, Austin, & Holdai, 2016). In the case of ISI, such a question would elicit
the need to conduct statistical investigations as a means of finding an answer to
the driving question (Garfield & Ben-Zvi, 2008; Groth et al., 2016). It is expected
that such environments help to construct knowledge of key statistical topics
(Ben-Zvi, Gravemeijer, & Ainley, 2018; Cobb & McClain, 2004). Chapters 3
through 5 report on pre-service teachers or primary school students being
engaged in statistical investigations.
Inquiry-based teaching is well aligned with the Dutch mathematics
primary school curricula given that these curricula are typically based on
realistic mathematics education (RME), which originates from the work of
Hans Freudenthal (1973). For example, guided reinvention, which is one of the
central tenets of RME, resembles the idea of guided co-construction of
knowledge: Students reinvent mathematical and statistical tools for solving
problems under the guidance of the teacher and the materials (Freudenthal,
1991). An educational designer could incorporate activities that use students’
informal solution strategies as starting points for the reinvention process. In
INTRODUCTION
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this thesis, the principle of guided reinvention underlies the growing samples
activity (Bakker, 2004) employed in Chapter 3 as well as the activities in
Chapter 4.
For effective inquiry-based learning, appropriate teacher guidance is
essential (Dobber et al., 2017). In particular, the teacher plays an important role
in providing scaffolds, in being a role model for conducting inquiries, and in
establishing the cultural norms of statistical inquiry (Makar et al., 2011). An
important task of the teacher is, thus, to enculturate students into such
practices. Although stemming from a different theory on learning, direct
explanations can be useful for teachers to employ in inquiry-based teaching
when such explanations build on pre-existing knowledge and are provided
when students are aware of what they do not know (Hmelo-Silver, Duncan, &
Chinn, 2007). The demonstration of a simulated sampling distribution in
Chapter 4 provides an example of such a “just-in-time” explanation.
Inquiry-based learning can be linked to sociocultural learning theories such
as situated cognition theory, which posits that knowledge is contingent upon
how and where it was learned (Putnam & Borko, 2000). From this theory, we
highlight three issues that are relevant for our research. First, we assume that
learning activities, or practices, need to be authentic and make sense to the
students. We follow the view of Brown, Collins, and Duguid (1989) of
authentic practices in the sense that these are practices that professionals
would be engaged in as well. From the perspective of ISI, this implies that
students conduct statistical investigation themselves (Garfield & Ben-Zvi, 2008)
and work with real, or realistic, datasets (Cobb & McClain, 2004) to experience
real statistical research (see Chapters 3 and 4). From the perspective of teacher
education, teaching internships in placement schools are used to offer
authentic practices (Putnam & Borko, 2000). In our research, we had the
participating pre-service teachers teach an ISI lesson based on meaningful
problems (Chapter 5).
Second, we acknowledge the situated nature of knowledge. Therefore, we
assume that what pre-service teachers can do and how they think depends on
the context (Ball, 1997). As mentioned in Section 3.1, we, therefore, do not look
only at the knowledge in contexts outside the practice of teaching (during tests
and during teacher college sessions, in Chapters 2, 3, and 4) but in Chapter 5,
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we also investigate how their ISI-CK is displayed in their teaching (Rowland et
al., 2009) – which is the ultimate goal of learning ISI.
A third and related point is that successful use of knowledge in new
situations is facilitated by a high degree of similarity with the context where
the knowledge was learned (Carter & Doyle, 1989; Putnam & Borko, 2000). So,
to facilitate the use of the pre-service teachers’ ISI-CK in primary classrooms,
we aimed for close links between the teacher college activities and the teaching
practice in primary school by, for example, modeling a lesson that the pre-
service teachers could teach themselves in their placement schools (Chapter 4)
and by integrating content knowledge and pedagogical content knowledge
(Groth, 2017).
Finally, our research was also informed by cognitive learning theories such
as conceptual change theory. We follow Cobb (1994), who argued that
enculturation of practices presupposes an actively constructing student and
that different constructions can result for different students. We assume that
learners have to actively construct their knowledge (Ben-Zvi et al., 2018;
Freudenthal, 1973; Mickelson & Heaton, 2004). Therefore, all interventions are
primarily activity based.
Methodological Approach
The following methodological tenets guided the design and legitimatization of
the research and the interventions.
Agency
The concept of agency was important in designing the research, in particular in
terms of the content of Chapters 4 and 5. Agency can be defined as “the actual
ways situated persons willfully master their own life” (van Oers, 2015, p. 19).
For our research, agency implies that the pre-service teachers are motivated to
participate in the intervention and experience a sense of ownership about their
own learning and use of ISI and the task of teaching an ISI lesson. Pre-service
teachers who express such agency could, for example, prepare the ISI lesson in
such a way that they tailor the lesson to their students’ needs while
simultaneously ensuring the underlying ideas of ISI are maintained. Such an
INTRODUCTION
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attitude is opposed to pre-service teachers who teach as executors of a course
of actions prescribed in a lesson plan.
A first reason why agency is important in our research is that the pre-
service teachers’ motivation to participate in the intervention was necessary for
a proper functioning of the intervention’s activities and, thus, for obtaining
good research data. A second and more important reason is that, in their role
as teachers, they need to be able to show their primary school students the
relevance of ISI and motivate them to engage in ISI. This task can only be done
successfully if the teachers are motivated to engage in ISI themselves.
Dutch pre-service primary school teachers are likely to be unfamiliar with
ISI and inquiry-based teaching, which may have affected their development of
agency. Historically, Dutch primary mathematics curricula spent little time on
statistics, and to date, ISI is not part of Dutch primary education curricula (Van
Zanten et al., 2009). Moreover, an inquiry-based teaching approach appears to
be at odds with mainstream teaching practices in Dutch primary schools.
Although Dutch mathematics curricula are mostly based on RME (Freudenthal,
1973), Gravemeijer, Bruin-Muurling, Kraemer, and van Stiphout (2016)
speculate that actual teaching practices are characterized by “the tendency to
link learning to the ability of students to successfully carry out well-defined
tasks and by ‘getting right answers’” (p. 36). Most pre-service teachers will
have encountered this procedure-oriented mathematics in their placement
schools. These schools have been argued to be “powerful discourse
communities” in which “patterns of classroom teaching and learning have
historically been resistant to fundamental change” (Putnam & Borko, 2000, pp.
8-9). As a result, we expected that the historical context of procedure-oriented
mathematics teaching and the institutional context of placement schools could
lead to doubts about the relevance of ISI and lead to teacher reluctance to
adopt the openness and uncertainty of an inquiry-based teaching approach
(Engeström, 2011; Penuel, 2014; Putnam & Borko, 2000).
Another factor that could lead to reluctance to participate in the
intervention might be that when pre-service teachers were themselves primary
school students, they may have been taught with a similar procedure-oriented
approach. Since their experience as learners influences their perceptions of
what good teaching entails (Lortie, 1975), they may be reluctant to accept an
inquiry-based teaching approach.
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The possible resistance of pre-service teachers to ISI and inquiry-based
teaching made it essential to search for ways to foster the participants’ agency.
We first approached this possibility with the initial activity used in the teacher
college intervention (Chapter 4), which had the participants search the media
for reports where claims were made based on a sample. It was hypothesized
that this activity would help them see the relevance of ISI. Second, we stressed
their position as key actors in translating what was offered at teacher college to
their own classrooms. Third, we emphasized their role as research informants,
whose information was necessary for our research purposes. For example, we
stressed that the purpose of teaching an ISI lesson was not that their students
would learn ISI, but rather that we could investigate the possibilities of having
inexperienced teachers teach ISI. We hypothesized that this role of test case
would alleviate possible feelings of anxiety. In Chapter 6, I will discuss to what
extent we were successful in fostering the pre-service teachers’ agency.
Practice-oriented research
As mentioned above, we aimed to design interventions that could be
incorporated with relative ease into the mathematics education curricula of
primary education teacher colleges. As such, the interventional studies
discussed in Chapters 3 through 5 are examples of practice-oriented research
(A. J. Mills, Durepos, & Wiebe, 2009). The first approach to increase the
usability of the interventions was by embedding relatively short interventions
in existing teacher education courses. This stands in contrast with other
interventional studies in the domain of statistics education for teachers, which
often involved semester- or summer-long interventions (e.g. Groth, 2017;
Leavy, 2010). Second, the intervention was implemented in existing classes of
pre-service teachers enrolled in a regular curriculum for primary education
rather than in classes with teachers specializing in mathematics or statistics
education or among high-ability pre-service teachers. Third, the activities were
designed in such a way that teacher educators, as well as teachers, could apply
the activities with relative ease in their own classrooms. The activities require
little organization and mostly involve hands-on activities (Pratt & Kazak, 2018)
in lieu of using educational statistics software such as Tinkerplots (Konold &
Miller, 2011). The use of such software requires a considerable time and
financial investment, which could make teacher educators and teachers
INTRODUCTION
21
reluctant to use the activities in their own education. These methodological
choices were expected to foster the ecological validity and transferability of the
results (Lewis & Ritchie, 2003).
Qualitative and mixed-methods research
Given that there is limited previous research related to our research aims, the
study in this thesis is predominantly explorative. Qualitative and mixed-
methods research designs are particularly well suited (Ritchie, 2003) for
exploratory research. Both types of designs are also commonly used in
statistics education research (Petocz, Reid, & Gal, 2018).
The studies reported in Chapters 2 and 4 used mixed-methods designs. The
questionnaire study in Chapter 2 used open questions that allowed the
respondents to give their own answers without steering them in a particular
direction, while the subsequent statements to be evaluated allowed for probing
for information that was not provided through the initial questioning. These
different perspectives thus yield complementary information with the effect of
describing a more complete picture of pre-service teachers’ ISI-CK
(Schoonenboom & Johnson, 2017). Chapter 4 covers a study using an
abbreviated and slightly adapted version of the questionnaire from Chapter 2
as a pretest and posttest. The results from these sources were primarily used
for providing quantitative overviews of the development of the participants’
ISI-CK. Qualitative data from the open-ended questions and from classroom
observations helped us gain deeper knowledge of pre-service teachers’
reasoning and argumentation about ISI. The latter data also helped us gain
insight into which, and in what way, activities were useful for fostering the
pre-service teachers’ ISI-CK (Garfield & Ben-Zvi, 2008).
First-person perspective
In the two interventional studies (Chapters 3 and 4), I combined the roles of
designer, researcher, and teacher educator. This combination of roles was
expected to have several benefits. First, as a researcher, I was well acquainted
with the ISI literature, and as a teacher educator, I was familiar with the
particular teacher education context. This combination helped me design ISI
activities that were framed by the results in the literature but that were also
tailored to the specific context. Second, because ISI is not part of Dutch teacher
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college curricula, Dutch teacher educators are usually not familiar with ISI and
would have to be instructed about it. This might lead to a loss of instructional
quality. Moreover, it would make the study unnecessarily complex by
introducing a third layer of interaction between researcher and teacher
educator, on top of the interactions between teacher educator and pre-service
teachers, and between pre-service teachers and primary school students. Third,
being also a teacher educator helped me to experience from the inside the
workings and effectiveness of the activities (Ball, 2000). Furthermore, I knew
the pre-service teachers I was working with well because I was their regular
mathematics teacher educator. This helped me to interpret their discussions
and mannerisms, and it allowed me to use our shared history and experiences
in teaching ISI.
However, this combination of roles could threaten the reliability of the
observations and the validity of the conclusions. Therefore, in Chapter 6, I will
discuss in what ways I tried to separate the roles and to what extent the threats
to the reliability and validity were counteracted.
Outline of this Thesis
The overall research question was, What ISI-CK do pre-service primary school
teachers have and how does their ISI-CK develop during interventions of
limited length? To answer this question, four studies were conducted:
Chapter 2 reports on a study that surveyed 722 first-year pre-service
primary school teachers from seven teacher colleges across The Netherlands in
order to describe the ISI-CK of first-year pre-service teachers. The results
informed the design of the interventions to foster pre-service teachers’ ISI-CK.
Research question, Chapter 2: To what extent do first-year pre-service
primary school teachers have appropriate ISI-CK?
Chapter 3 reports on an exploratory study of pre-service teachers’
reasoning processes about ISI when they were engaged in a growing samples
activity, to study how this heuristic supported pre-service teachers’
development of reasoning about ISI.
INTRODUCTION
23
Research question, Chapter 3: What reasoning about ISI do first-year pre-
service primary school teachers display when they are engaged in a growing
samples activity, and what is the quality of their reasoning?
Chapter 4 reports on a case study investigating ISI-CK development in a
class of 21 pre-service primary school teachers who participated in a short
intervention consisting of several activities aimed at fostering their content
knowledge and pedagogical content knowledge of ISI.
Research question, Chapter 4: In what respect does the ISI-CK of pre-
service primary school teachers develop during a teacher college intervention,
and what role do the activities used during the intervention play in this
development?
Chapter 5 reports on an embedded case study of three pre-service teachers
who participated in the study discussed in Chapter 4 as they demonstrated
their ISI-CK by teaching an ISI lesson.
Research question, Chapter 5: What ISI-CK do three pre-service primary
school teachers express while teaching an ISI lesson in primary school?
The four studies were separately published or submitted in different
places. Therefore, each study necessarily had to discuss the practical relevance
and the theoretical background. As a consequence, the chapters are to some
extent repetitious with regard to these issues.
Expected Contribution to Research and Practice
This thesis aims to extend the body of scientific knowledge about ISI-CK of
pre-service primary school teachers and demonstrate how this knowledge can
be developed as a result of teacher college education. These results may inform
other researchers, instructional designers, and teacher educators who wish to
study ISI in the context of pre-service teacher education or to implement ISI
activities in teacher training.
Although this thesis offers grounded examples of ISI education in only one
Dutch teacher college, it may reveal characteristics of learning processes among
CHAPTER 1
24
pre-service teachers that could be applicable in other contexts as well. The
results may, thus, contribute to the formation of a domain-specific theory of
learning and inquiry-based teaching of ISI (Van den Akker, Gravemeijer,
McKenney, & Nieveen, 2006), in particular, for pre-service teachers, but also for
other types of learners. The data from the different studies in this thesis
resulted in a list of provisional design heuristics that could be part of such a
domain-specific theory of ISI (see Chapter 6).
As some of the teacher college activities used in our research are explicitly
designed to be used with relative ease in primary education, these activities
may be useful for those wishing to design and study ISI learning environments
for primary education. Furthermore, the results of our research may reveal
how recommendations for statistics education in general (Cobb & McClain,
2004) can be applied in the context of ISI and whether adaptations to these
recommendations are required when applied in ISI education. Finally, this
thesis also contributes to the conceptualization of ISI for pre-service teachers
and how ISI-CK can be measured (Chapter 2).
INTRODUCTION
25
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