Conclusion We started our quest for rigorous mathematical thinking with a question of what constitutes the core of mathematical culture and how this culture can be appropriated and internalized by students in the mathematics classroom. A brief review of various reform attempts made since the 1960s demonstrates that in spite of good intentions of many reformers mathematics education in the United States is still suffering from three major problems: the stan- dards of mathematics education are set in terms of products rather than processes, the cognitive prerequisites of efficient mathematical learning do not receive proper attention, and the activities taking place in mathematical classrooms rarely foster the development of students’ reflective and rigorous mathematical reasoning. In this sense many of these activities do not qualify to be called “learning activities” in a proper sense because they do not lead students toward becoming self-regulated and independent learners. Though all students suffer from the above-mentioned educational inadequacy, those from socially underprivileged groups suffer more because their immediate environment does not offer compensatory mechanisms available to more privileged students. We then proposed a blueprint for the development of the Rigorous Mathe- matical Thinking (RMT) paradigm based on a double theoretical foundation of Vygotsky’s (1986) concept of psychological tools and Feuerstein’s (1990) notion of mediated learning experience. Vygotsky envisaged human cogni- tive functions as shaped by the sociocultural tools and interactions available in given society. Symbolic mediators, such as signs, symbols, texts, formu- lae, pictures, and so on, constitute a potentially powerful stock of tools that can organize and shape human attention, perception, memory, and problem solving. Once internalized these tools become inner psychological tools of a person. The proposed RMT paradigm uses Feuerstein et al.’s (1980, 2002) Instrumental Enrichment program to expand and enrich the students’ system 193
194 Rigorous Mathematical Thinking of general psychological tools and in this way enhance their cognitive func- tions. Further, following the logic of Vygotsky’s theory we extended the notion of psychological tools toward such specific mathematical tools as number line, data table, the x-y coordinate system, and graphs. One of the primary tasks of mathematics education according to the RMT paradigm is to create condi- tions for students’ appropriation of these symbolic systems as tools that can shape the process of their mathematical reasoning and concept formation. In other words, it is not enough to provide a student with, for example, the x-y coordinate system as an external tool for manipulation with specific data; the aim is to facilitate the process of internalization so that the concept of the x-y system becomes an inner psychological tool for students’ thinking about all kinds of data. The theory of mediated learning experience (Feuerstein, 1990) provides us with a model of teacher/student interaction. Instead of being just a source of information and rules, the teacher in this model is expected to be sensitive to the cognitive needs of the students and to shape the teaching/learning interac- tion in a way that fosters cognitive functions and problem-solving strategies. The concept of mediated learning together with the notion of mathematically specific psychological tools was then translated into specific didactics of RMT teaching and teacher training. The “mechanics” of RMT classroom teaching and learning interactions was illustrated by the vignettes derived from actual classroom cases. In addition, several cases of RMT applications with differ- ent groups of underprivileged students were systematically researched and the pretest, posttest, and follow-up data analyzed to demonstrate the effectiveness of the RMT approach. We put particular emphasis on the potential for rigor- ous mathematical reasoning demonstrated by students belonging to severely disadvantaged groups. The very fact that such potential does exist and can be identified justifies the investment of instructional time and teachers’ energy into the cases that otherwise might be considered hopeless. Now it is time to focus on still unresolved issues and future directions for research and implementation. The first one is the issue of assessment. Our claim is that the current emphasis on summative assessment that focuses on students’ mastery of certain mathematical rules and operations should be complemented by at least an equally strong emphasis on formative assessment. While summative assessment responds to the question, “What the students can do now,” formative assessment helps to formulate the intervention strat- egy “What should be done to help the student to achieve the instructional ob- jective.” In our opinion the most promising perspective for formative assess- ment is so-called dynamic or learning potential assessment (see Haywood and Lidz, 2007; Sternberg and Grigorenko, 2002). Instead of checking what
Conclusion 195 children can do at a present moment, dynamic assessment focuses on what Vygotsky (1986) calls their zone of proximal development. Dynamic assess- ment thus helps to distinguish between the present performance level and the learning potential of the child. Moreover, it also identifies those inter- vention strategies that demonstrate their efficiency in helping children to construct new psychological functions and operations. Cognitive psychol- ogy and education already accumulated considerable experience in dynamic assessment of such cognitive functions, as perception, attention, memory, and general problem solving. What is still missing is a strong curriculum-based dynamic assessment. This task will remain complicated as long as mathe- matics standards are perceived in terms of content. If, however, we approach mathematical standards from the perspective of concept formation, then the dynamic assessment of mathematical reasoning is quite attainable. The amount of work, however, is not going to be small because for each one of the conceptually understood standards a dynamic assessment procedure should be developed and a form of mediation given during the assessment should be elaborated. The benefits, however, may be enormous, because instead of a simple dichotomy of achieving and underachieving students, we would be able to identify students both in terms of their achievement level and their learning potential and, in addition, receive information regarding those forms of mediation that are particularly effective for enhancing the learning abilities of a given student. The second issue is mediation provided by the teachers. One of the central themes of the RMT paradigm is the need to turn the mathematics teacher from being a mere provider of information and rules into a mediator. One of the central differences between these two roles is that the teacher-mediator does not take the students’ cognitive functions for granted but actively explores the cognitive status of his or her students and shapes the instructional situation in such a way that it promotes the students’ cognitive development (on current approaches to teaching thinking, see Harpaz, 2007). The teacher-mediator should also be well versed in the conceptual aspects of mathematical culture and be able to teach mathematics conceptually rather than just procedurally. Last, but not least, the teacher-mediator should be able to engage students in active interactional learning activities in the classroom without sacrificing the requirement for mathematical rigor. These tasks require certain changes in both preservice and in-service train- ing of mathematics teachers. First, we strongly believe that preservice training of future mathematics teachers should include a serious study of cognitive processes not only theoretically but also practically. It would be desirable to include training in some of the cognitive enrichment programs, for example,
196 Rigorous Mathematical Thinking Feuerstein et al.’s (1980) Instrumental Enrichment, in the college curriculum so that future teachers receive a hands-on experience in the development of their own and their students’ cognitive functions. Experience with cogni- tive enrichment programs may also serve as a platform for teaching the techniques of mediation. In addition, mathematics teachers should receive a deeper understanding of mathematics culture and the conceptual aspects of mathematical knowledge. There is no justification for the United States to be so severely behind other countries in the percentage of primary school teachers who received specialization in teaching mathematics (Ginsburg, Cooke, Lein- wand, Noell, and Pollock, 2005). Finally, in-service training should include additional experience in teaching mathematics to students who demonstrate serious cognitive problems, either because of a learning disability or socio- cultural disadvantage. The latter objective will inevitably come to the fore with more and more special needs children being integrated into regular classrooms. The third issue is the need for redesigned instructional materials. The ob- jectives of the RMT approach require text- and workbook materials that respond to the need for cognitively oriented, conceptual, and mediated learn- ing and teaching. In this respect the steps already taken in adapting the Vygotskian mathematics curriculum to the needs of the primary school in the United States (Davydov, Gorbov, Mikulina, and Saveleva, 1999) should be continued and extended. At the present moment these materials cover only the first few years of the primary school. The materials compatible with RMT should be constructed for middle and high school. Moreover, special emphasis should be made on the development of remedial materials aimed at students who for a variety of reasons reached high school without cognitive functions and mathematical conceptual knowledge appropriate for the chal- lenges of the high school mathematics curriculum. The new materials should assist mathematics teachers in turning their lessons into a genuine learning activity that leads the students toward becoming reflective, self-regulated, and, ultimately, independent learners.
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Index A Nation at Risk, 37 in mathematics, 5, 12, 49, 160, 189 abacus, 20, 21, 22, 108, 199 Boyer, C., 22, 23, 116 acceleration, 14, 32, 183, 185, 186 Breugel, Peter, 52 accountability, 37, 38, 48, 49 Brown, A., 60, 79, 197 accuracy, 4, 5, 34, 49, 124 Bruner, J., 35 achievement Campbell, G., 47 academic, 5, 37, 47 Campione, J., 60 student, 4, 39, 40, 49 caretaker, 51 activity Carney, J., 61 exploratory, 82 Carpenter, T., 41 African American Carroll, J., 60 students, 5, 13, 14, 47, 167 cause-effect Ageyev, V., 50, 63 Alexandrova, E., 68, 70 relationship, 12, 31, 145, 148 algebra, 11, 23, 24, 29, 61, 71, 88, 93, 112, 119, Chaiklin, S., 7, 58 Chalip, L., 21 121, 144, 145, 154, 160, 168, 183 Chazan, D., 44 American Association for the Advancement Cioffy, G., 61 clock, 52 of Science, 24, 38 codes Amharic language, 102 Anderson, N., 81 mathematical, 112 anthropological cognitive perspective, 19 development, 2, 6, 8, 13, 17, 25, 43, 51, 54, Apollonius, 22 64, 75, 125, 126, 136, 166, 189, 195 apprenticeship, 6, 7, 50, 53, 63, 64 assessment education, 7, 58, 59 functions, 1, 2, 7, 8, 9, 10, 11, 12, 13, 17, 19, dynamic, 59, 60, 61, 106, 195 formative, 167 21, 26, 27, 28, 29, 31, 32, 33, 46, 54, 59, 60, summative, 167 64, 65, 72, 81, 82, 84, 85, 88, 89, 90, 91, 93, Atahanov, R., 68, 70, 71, 72 107, 117, 119, 120, 121, 122, 123, 125, 126, 130, 131, 135, 136, 144, 145, 153, Babylonians, 22, 23, 116 159, 161, 162, 169, 176, 180, 185, 186, Beckmann, J., 61 189, 190, 191, 193, 194, 195, 196 Before It’s Too Late, 36, 201 operations, 1, 21 Benchmarks for Science Literacy, 38 structures, 26, 74, 75, 76 Bernoulli’s law, 62 tools, 1, 2, 3, 99, 106, 126 big ideas Cohen, J., 104 205
206 Index Cole, M., 116 Elementary and Secondary Act of 1965, 36 comparing English cognitive function of, 84 as a second language, 61 Concentrated Reinforcement Lessons, 104, Ethiopia, 10, 102, 104, 105 evaluation 105, 106 concepts of RMT program, 166 everyday experience, 3, 19, 27, 41, 55, 61, 62, academic, 62 everyday, 62, 64, 125 89 scientific, 25, 43, 62 Eves, H., 17, 22, 23, 112, 114, 116 standards-based, 39, 119 superordinate, 100 Fermat, 23, 24 constancy, 2, 10, 12, 16, 17, 18, 27, 29, 111, Ferrara, R., 79 Feuerstein, R., 2, 6, 8, 9, 10, 49, 51, 52, 58, 60, 130, 145, 148, 150, 154, 156, 174, 177, 185, 186, 192 74, 75, 76, 77, 78, 79, 80, 81, 90, 95, 103, constructivism, 27, 50, 62, 64, 66 146, 151, 193, 194, 196 Cooke, G., 44, 196 First International Mathematics Study, 37 Coolidge, J., 23 formulae, 6, 54, 69, 79, 89, 193 coordinate system, 22, 23, 46, 115, 121, 156, Fosnot, C., 27 194 fractions, 11, 13, 47, 61, 67, 68, 104, 135, 136, counting 138, 140, 142, 143, 144, 159, 167, 168, finger, 20, 54 169, 171, 176 criteria French, J., 182 of mediation, 77 function Crosby, A., 54, 114 concept of, 12, 14, 176, 177 cultural background, 17 culturally different Garb, E., 61 students, 1, 9, 10, 200 geometry, 19, 22, 23, 24, 92, 93, 110, 119, 145, Cummins, J., 101 curriculum 160 national, 39, 119 Gerber, M., 61 Curriculum and Evaluation Standards for Gillings, R., 114, 116 School Mathematics, 38 Gindis, B., 50, 59, 63 Ginsburg, A., 44, 47, 196 Davydov, V., 26, 62, 66, 68, 79, 134, 196 Glasersfeld, E., 62 decision making, 54 Gorbov, S., 26, 66, 196 Dermen, D., 182 graphic organizers, 6, 54, 73 Descartes, 23, 24 graphic-symbolic organizers, 28, 30 double-entry bookkeeping, 53 graphs, 24, 58, 95, 96, 145, 186, 194 Down syndrome, 74 Grigorenko, E., 60, 194 Duckworth, E., 64 Guthke, J., 61 earth Harman, H., 182 concept of, 55 Harpaz, Y., 195 Hatano, G., 21, 108 education Hawking, S., 187 goal of, 4, 35, 96 Haycock, K., 47 Haywood, C., 194 Educational Commission of the States, 37 Hebrew, 102, 103, 104 Egyptians, 22, 23, 116 Henningsen, M., 43 Ekstrom, R., 182 Herrenstein, R., 187 elaboration phase Hiebert, J., 5, 41, 44, 46 of mental act, 77, 81, 82, 97, 117
Index 207 Hipparchus, 22 Levi-Strauss, C., 17 Huang, G., 101 Lidz, C., 59, 194, 199 Lindquist, M., 41 immigrant literacy, 4, 35, 38, 53, 54, 103, 105, 116 students, 7, 10, 57, 101, 102, 103, 104, 106 scientific, 38 immigrants, 101, 102, 105 logical evidence, 23, 88, 113, 114, 121, 129, infancy, 74 input phase 130, 140, 144, 148, 153, 154, 158, 162, 164, 166, 175, 176, 192 of mental act, 82 Luria, A., 20, 21, 53 Instrumental Enrichment Lurie, L., 102, 103 subgoals, 90 Ma, L., 44, 45, 46 Instrumental Enrichment Program, 9, 10, 12, maps, 55, 58, 95 Martin, M., 24 13, 72, 90, 91, 92, 93, 94, 95, 96, 97, 99, Marzano, R., 167 100, 103, 104, 105, 106, 107, 114, 162, mathematical 177, 181, 182, 183 intentionality, 8, 77, 79, 80, 81, 95, 192 activity, 2, 3, 24, 28, 29, 41, 43, 88, 108, 109, intercepts, 12, 145 116, 117, 120, 124, 131, 132, 136 International Association for the Evaluation of Educational Achievement, 37 concepts, 3, 13, 27, 28, 32, 107, 119, 120, 122, 159, 161, 168, 169 Jacobson, D., 61 Johnson, L. B., 37 culture, 2, 16, 17, 20, 21, 24, 193, 195 function, 12, 88, 112, 145, 148, 154, 177, Kaplan, B., 19 Karpov, Y., 25, 63, 64 183, 186 Kelly, D., 24 insight, 14 Kennedy, J. F., 36 knowledge, 1, 2, 3, 7, 16, 19, 24, 26, 27, 28, Keppel, F., 37 Kinard, J., 177, 181 33, 40, 41, 42, 44, 45, 46, 59, 64, 80, 81, 82, Kline, M., 114, 116 84, 88, 108, 109, 120, 121, 124, 125, 126, Kozulin, A., 2, 9, 10, 50, 51, 55, 57, 61, 63, 89, 129, 130, 196 learning, 2, 12, 24, 25, 27, 43, 44, 45, 46, 55, 90, 100, 102, 103, 105, 177 90, 120, 124, 189, 193 Krasilovsky, D., 74 models, 14, 183 operations, 1, 3, 11, 19, 26, 27, 28, 110, 122, language 132, 134 academic, 101 procedures, 3, 27 conversational, 101 reasoning, 1, 4, 7, 15, 19, 32, 42, 59, 70, 71, everyday, 4, 117, 118, 119 76, 77, 107, 108, 109, 169, 193, 194, 195 thinking, 1, 4, 8, 10, 12, 17, 19, 42, 43, 46, Lappan, G., 39 49, 58, 76, 77, 117, 118, 124, 141, 193 Latino students, 5, 13, 47, 167 mathematics learning education, 4, 40, 42, 43, 44, 107, 108, 109, 193, 194, 202 activity, 2, 6, 7, 8, 24, 25, 26, 27, 43, 44, 50, language of, 3, 4, 28, 32, 43, 45, 46, 88, 117, 63, 64, 65, 66, 67, 68, 70, 71, 81, 196 118, 119, 123, 148, 150, 159, 166, 171 Mead, G. H., 18 direct, 74, 75, 77, 79, 90 meaning potential, 61, 103, 104, 106, 186, 194, 195 systems of, 18 learning how to learn, 7, 41, 63, 65 measurement, 30, 67, 68, 119, 132 Leibniz, 23, 24 mediated learning experience, 2, 6, 8, 12, 51, Leinwand, S., 44, 196 52, 74, 75, 77, 78, 79, 80, 81, 90, 95, 125, Lennon, R., 168, 176, 186 193, 194 lesson plans, 13, 41, 161, 188, 189
208 Index mediation Oresme, 22 of meaning, 8, 80 Orfield, G., 48 symbolic, 21 organic impairment, 74 Otis, A., 168, 176, 186 mediators output phase human, 74 symbolic, 6, 51, 54 of mental act, 82 Menninger, K., 20 part/whole mental age, 76 relationship, 2, 114 Merzbach, U., 116 metacognition, 3, 117, 125 peer learning, 66 Mikulina, G., 26, 66, 196 perception Miller, K., 21 Miller, R., 90 analytic, 9, 91, 93 Miller, S., 50, 63 Perkins, D., 79 misconceptions, 6, 50, 62, 67, 137 physics, 55, 183 modifiability Piaget, J., 17, 26, 68, 73, 74, 75, 76 pictures, 6, 55, 57, 73, 95, 192, 193 cognitive, 75, 198 PISA (Program for International Student Morris, A., 68 motivation, 4, 33, 41, 43, 80, 81, 91, 124, 181, Assessment), 71 Pollock, E., 44, 196 182 poverty, 75 Mullis, I., 24 precision, 4, 5, 24, 28, 49, 85, 108, 113, 117, multicultural 121, 124, 132, 159 classroom, 2, 17 problem solving, 1, 9, 25, 26, 33, 44, 47, 53, 58, education, 17 Murrey, C., 187 65, 66, 70, 71, 72, 81, 82, 92, 93, 95, 98, 99, musical notations, 54 101, 102, 103, 104, 105, 106, 119, 123, 135, 167, 177, 193, 194 National Assessment of Educational Progress, psychological 37, 46 functions, 7, 8, 10, 58, 59, 63, 73, 85, 108, 117, 195 National Council of Teachers of Mathematics, tools, 2, 3, 6, 8, 9, 10, 11, 12, 13, 15, 20, 28, 17, 38, 177, 186, 201 40, 43, 45, 46, 51, 54, 55, 57, 58, 66, 81, 83, 95, 96, 101, 104, 107, 108, 109, 110, 114, National Defense Education Act, 36 115, 117, 121, 123, 125, 132, 135, 145, 158, National Research Council, 38 159, 161, 180, 185, 189, 190, 191, 193, 194 Newton, X., 43 Pullan, J., 20 No Child Left Behind, 38, 39, 47, 48 Noell, J., 44, 196 Rand, Y., 74, 90 number Raven Colored Progressive Matrices, 105 Raven Progressive Matrices, 60 line, 3, 11, 13, 30, 31, 46, 58, 114, 115, 121, reading comprehension, 61, 103, 104, 106 123, 155, 156, 163, 164, 165, 166, 194 Reagan, R., 37 reasoning system, 30, 46, 113, 114, 120, 123, 129, 130, 132 analogical, 109, 136 syllogistic, 91 numbers Recorde, 112 natural, 11, 67 reflection, 7, 8, 18, 25, 58, 59, 65, 66, 68, 70, 71, rational, 11, 67 whole, 11, 135 161, 177, 190 refugee, 76, 77 Nunes, T., 108 representation O’Donnell, B., 161 notion of, 58 OLSAT, 168, 176 Reyes, B., 39 Olson, D., 116 Olson, S., 36
Index 209 rigor, 4, 10, 16, 32, 33, 36, 44, 77, 108, 123, 141, table 166, 167, 195 as psychological tool, 100 as symbolic tool, 97 Riley, R., 36 functions of, 98 RL-3 test, 182 Rogoff, B., 17, 50, 64 task analysis, 8, 65, 70 Rothman, R., 167 Taylor, A., 161 teachers’ beliefs, 188 Saljo, R., 55 temporal orientation, 2, 16, 18 Salomon, G., 79 tests Saveleva, O., 26, 66, 196 scaffolding, 6, 12, 40, 50, 125, 135 psychometric, 59 Schmittau, J., 26, 66, 69, 70, 124, 134 thinking Schoultz, J., 55 Science for All Americans, 38 quantitative, 85 Scribner, S., 116 Third International Mathematics and Science Sertima, I., 114 Sfard, A., 50 Study, 36, 46, 47, 101, 199 Shulman, L., 161 tools signs, 6, 28, 29, 30, 32, 52, 54, 65, 73, 97, 159, material, 18, 52, 73 193 transcendence, 8, 12, 77, 78, 79, 80, 81, 95, 129 slope, 12, 13, 112, 145, 154 transfer, 5, 42, 49, 54, 79, 82, 85, 104, 182 Smeltzer, D., 114 Tsvetkovich, Z., 68 Smith, D., 22, 114 Smith, I., 24, 47 University of Geneva, 74 socially disadvantaged students, 1, 90 sociocultural Vamvakoussi, X., 67 variable activity, 51 needs systems, 2, 16, 17 dependent, 13, 22, 85, 112, 118, 148, 150, theory, 5, 6, 7, 8, 44, 49, 50, 51, 54, 154, 156, 179 95 independent, 13, 22, 88, 112, 118, 148, 149, South Africa, 102 150, 154, 156, 179 Stafylidou, S., 68 standards-based movement, 4 velocity, 14, 183, 184, 185, 186, 187, 188 Stech, S., 64 Verschaffel, L., 1 Stein, M., 43 Vinovskis, M., 46 Sternberg, R., 60, 82, 194 Vosniadou, S., 67, 68 Stigler, J., 5, 21, 46 Vygotsky, L., 2, 3, 5, 6, 7, 8, 20, 21, 25, 27, 28, strategies, 10, 12, 42, 46, 47, 48, 60, 65, 66, 72, 32, 44, 45, 49, 50, 53, 54, 58, 59, 61, 62, 63, 74, 77, 79, 93, 103, 104, 106, 117, 177, 77, 79, 85, 89, 95, 96, 108, 117, 118, 193, 194, 195 195 structural change, 2, 26, 124 structure/function relationships, 3, 9, 12, Werner, H., 19 14, 28, 29, 30, 31, 108, 110, 113, 123, 183, Wingenfeld, S., 61 190 Wood, D., 50 Sunderman, G., 48 Wyndhamn, J., 55 symbols, 6, 11, 19, 20, 28, 29, 30, 32, 46, 54, 65, 95, 97, 107, 109, 110, 111, 112, 113, 114, Xie, X., 42 117, 132, 145, 159, 193 Zaslavsky, C., 114 zone of proximal development, 7, 58, 59, 60, 61, 62, 63, 72, 89, 90, 197 Zuckerman, G., 8, 65, 71, 79
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