Glasnovic Gracin - 2018 - Requirements in Mathematics Textbooks A Five-Dimensional Analysis of Textbook Exercises and Examples
Glasnovic Gracin - 2018 - Requirements in Mathematics Textbooks A Five-Dimensional Analysis of Textbook Exercises and Examples
Glasnovic Gracin - 2018 - Requirements in Mathematics Textbooks A Five-Dimensional Analysis of Textbook Exercises and Examples
To cite this article: Dubravka Glasnovic Gracin (2018): Requirements in mathematics textbooks:
a five-dimensional analysis of textbook exercises and examples, International Journal of
Mathematical Education in Science and Technology, DOI: 10.1080/0020739X.2018.1431849
1. Introduction
Textbooks play an important role in mathematics education [1,2] and are used to a great
extent in mathematics classrooms [3–5]. They are regarded as artefacts that translate policy
into pedagogy and represent a link between the intended and implemented curriculum;
they reflect the potentially implemented curriculum [6]. Textbooks are considered to be the
most frequently used resources in lesson preparation in some countries, even more so than
the curriculum outlines [7]. Usiskin [8] describes the experience from the United States
where the classroom practice is more oriented to what is written in the textbooks than what
the intended curriculum says. These findings are in line with Howson’s [9] thinking that
textbooks are closer to classroom reality than curriculum outlines. Therefore, the results
of textbook research have the potential to provide a broader and deeper picture of both
curriculum requirements and classroom practices.
The research results indicate that textbooks are used to a great extent by students as a
source of tasks, particularly practice exercises [3,4,7]. Generally, ‘the tasks are considered as
devices for initiating activity’ [10,p.238] and they create opportunities for learning mathe-
matics [11]. Therefore, the nature of textbook tasks ‘can potentially influence and structure
the way students think and can serve to limit or to broaden their views of the subject matter
with which they are engaged’ [12,p.525]. Thus, it is important that the textbooks and other
curricular materials used in classrooms provide rich and worthwhile mathematical tasks.
Stenmark [13] suggests some possible features of rich tasks, they should be: essential (fit
into the core of the curriculum); authentic (use processes appropriate to the discipline);
rich (lead to other problems); engaging (thought-provoking); active (learners construct
meaning and deepen understanding); feasible (appropriate for learners); equitable (develop
thinking in a variety of styles), and open (have more than one answer or approach). Many of
the features mentioned connect rich tasks with high cognitive demands. Cognitive demand
refers to the different kinds of thinking required in a task: memorization, procedures with-
out connections to concept, procedures with connections to concept and doing mathemat-
ics [14]. Memorization involves reproducing rules or definitions, and procedures without
connections require conducting algorithms which ‘have no connections to the concepts or
meaning that underlie the procedure being used’ [14,p.348]. Procedures with connections
develop deeper levels of understanding of mathematical concepts and ideas. Doing mathe-
matics means requiring complex and non-algorithmic thinking with considerable cognitive
effort. Memorization and procedures without connections to concept (e.g. formulas) may
be characterized as low-level tasks, while the other two high-level tasks encompass ‘com-
prehension, interpretation, flexible application of knowledge and skills, and assembly of
information from several different sources to accomplish work’ [15,p.171].
The need for ‘rich’ tasks means that mathematics textbooks should provide tasks that will
engage students and challenge them to reason, as well as influence the quality of instruction
and provide opportunities for developing understanding. This does not mean that there
should be no low-level tasks in the textbooks or instruction. Vincent and Stacey [16] discuss
how it is important ‘that students are presented with a balanced curriculum experience. The
balance will need to be different for high and low achieving students, but all students need
exposure to the full range of problem types’ ([16 ,p.103]).
The various features of different types of mathematical tasks mean that their analysis
is complex. The purpose of this paper is to analyze the features and diversity of textbook
tasks according to a multidimensional tool, which, besides the usual dimensions including
cognitive demands and context types, also consists of an activity dimension to find what
should be done in a particular task.
The analysis encompassed Croatian mathematics textbooks in grades 6, 7 and 8. A brief
outline of education and research on textbooks in Croatia is given below. Compulsory edu-
cation in Croatia lasts for 8 years and is divided into grades 1–4 and 5–8. All pupils in
compulsory education follow the same national educational program. All textbooks used
in schools are approved by the state board. In Croatia, textbooks are traditionally bought by
parents or local communities so students have their own copies of the textbooks the school
has selected. The textbooks are brought to every mathematics lesson and used at home for
homework. The previous study comprised a survey on the role of mathematics textbooks
in grades 5–8. It involved nearly one thousand mathematics teachers, which is about half of
the total number of mathematics teachers in grades 5–8 in Croatia. The findings indicate
INTERNATIONAL JOURNAL OF MATHEMATICAL EDUCATION IN SCIENCE AND TECHNOLOGY 3
that mathematics textbooks are in use to a great extent, especially in teachers’ preparation,
in practice exercises for students and in their homework [7]. Other materials are used in
classrooms, but not to such a large extent. Also, the results showed that the most important
factor in teachers’ choosing a textbook was the quality of textbook exercises.
Since textbook exercises greatly influence mathematics teaching, it is reasonable to pose
questions about the nature of and demands in these exercises, whether they help to enhance
mathematical understanding and to what extent they can be labelled as rich.
2. Literature review
Since mathematical tasks have great potential for challenging and engaging students [11], it
is important to consider the different studies and frameworks designed and used for inves-
tigating textbook tasks.
included more variety in problem requirements (e.g. explanation or solution required, con-
ceptual understanding required).
Another interesting instrument for textbook analysis was established by Dole and Shield
[22]. The authors examined the proportional reasoning in the worked examples of two
eighth-grade Australian mathematics textbooks. The results showed a predominance of
calculation and procedure activities in comparison to tasks which support the conceptual
understanding of proportions.
Vincent and Stacey [16] investigated different topics in eighth-grade Australian mathe-
matics textbooks. The aim was to investigate the ‘shallow teaching syndrome’ shown by the
previous study. The authors developed a framework for task analysis including: procedural
complexity, type of solving processes, degree of repetition, proportion of application prob-
lems, and proportion of problems requiring deductive reasoning. The procedural complex-
ity of a textbook task may be put at one of three levels: low, moderate, or high. The type of
solving processes refers to using a procedure, a concept or making connections. Although
some textbooks did challenge students to reason and to make connections, the results show
the predominance of lower procedural complexity in the examined textbook tasks. Vincent
and Stacey point out that a balance of task types is important for all students, which was
not the case in the textbooks examined.
Brändström [23] examined the differentiation of tasks (exercises, problems, word prob-
lems) in Swedish 7th-grade textbooks. The results show a low level of challenge in textbooks
because the emphasis is on tasks with lower cognitive difficulty.
In Ireland, O’Keeffe and O’Donoghue conducted a mathematics textbook analysis study
with the intention of highlighting key textbook features which impact on students’ learning
[24]. Their framework is primarily based on the TIMSS textbook analysis and comprises
Content, Structure, Expectation and Language. The examined textbook series are found to
be non-innovative in the sense of comprehension and motivation. The analysis also showed
that less than one quarter of all exercises in all the textbooks could be classified as non-
routine problems. This finding indicates once again the low expectations in the textbook
exercises.
The literature review shows that the instrument for analysing the textbook tasks (exer-
cises, examples and other questions) usually includes: answer type, routine or concept ori-
entation, level of complexity and application. Some studies focus on a particular mathemat-
ical topic, while others focus on the mathematics textbook tasks of a whole school grade.
The developed frameworks contain a complex structure, which is in line with the multi-
layered role of textbook tasks in mathematics education [11]. The results of the studies pre-
sented in the literature review generally show the predominance of tasks with lower level
expectations in mathematics textbooks.
However, the studies presented in this section did not clearly encompass another
important dimension of textbook tasks: mathematical activities, i.e. what should be done
in a particular task (for example, does the textbook task require the activity of computation
or another activity, such as drawing a figure or giving a mathematical explanation). The
dominance of just one activity may have a negative effect on the students’ understanding of
mathematical ideas and may limit their views. For example, Dole and Shield [22] examined
proportional reasoning in the worked examples of two 8th-grade Australian mathematics
textbooks. The results showed that the ‘textbook analysis highlighted the range of compu-
tational procedures presented to students through their study of ratio and proportion, and
INTERNATIONAL JOURNAL OF MATHEMATICAL EDUCATION IN SCIENCE AND TECHNOLOGY 5
also made apparent the minimal use of diagrams, tables and graphs to further proportional
reasoning’ [22,p.32]. Different mathematical activities presented within the textbook
exercises should challenge students and develop understanding. These results indicate that
mathematical activities are also worth including in the analysis of textbook tasks.
3. Theoretical framework
In order to examine the requirements in textbook tasks in this study, a 5D framework was
established. It consists of the following aspects: content, mathematical activities, complexity
levels, answer forms and contextual features. This type of multidimensional framework
required a combination of two theoretical sources: the Austrian educational standards [29]
6 D. GLASNOVIC GRACIN
Dimension
Content Activity Complexity Answer Contextual
levels form features
Development Development
of contextual
Process
of answer
forms features
Figure . Five-dimensional framework outline (content, activities, complexity levels, answer forms and
contextual features).
and the framework by Zhu and Fan [19]. The Austrian educational standards [29] provide
the theoretical framework for content, mathematical activities and complexity levels as given
in Section 3.1, while the dimensions of answer forms and contextual features lean on the
study presented in Zhu and Fan [19] and are given in Sections 3.2 and 3.3. The aspects from
Austrian educational standards are taken as they are given in the original source, while the
aspects of answer forms and contextual features are further developed and modified for
the purposes of the research presented in this paper. The theoretical framework outline is
presented in Figure 1.
The three main research dimensions are taken from the Austrian standards because dur-
ing the preparation of this study Croatia was in the process of putting together the new
curriculum framework and the new Austrian standards were one of the documents which
were considered an important possible influence. The reason for this is that in the past the
two countries have shared similar educational traditions and the Austrian standards offered
a new concept of mathematical competence which could also be interesting for reflecting
on mathematics education in the region.
... Content
The content requirements refer to finding out what mathematical knowledge a student
should possess in order to solve a particular textbook task. The content field of the
Austrian standards is divided into: numbers and measures (coded as I1); variables and
functional dependences (I2); geometric shapes and solids (I3); and statistic representations
and parameters (I4). These content fields follow the current national curriculum for the
lower secondary level of mathematical education. Numbers and measurements encompass
integers, rational and irrational numbers, arithmetic operations and measurement units.
Variables and functional dependences involve terms and formulas, equations and linear
equation systems, proportionality and linear and quadratic function. Geometric shapes and
solids refer to 2D and 3D shapes, similarity, isometric functions in the plane, Pythagorean
theorem, circumference, area, surface area and volume of geometric shapes. In this frame-
work, the statistics content refers to representations of statistical data, probability and ran-
dom event.
Various examples of each activity mentioned can be found in the Austrian standards
[29].
4. Method
The examined textbooks were Croatian mathematics textbooks for grades 6, 7 and 8, which
correspond to the ages 12, 13 and 14, respectively. Since this study was part of a wider
10 D. GLASNOVIC GRACIN
research [30] connected to the comparison of the PISA requirements and mathematical
competencies required in school, grades 6, 7 and 8 were included because of their impor-
tance in developing the mathematical competencies important for the upper secondary
levels.
Each textbook task was examined in order to identify categories it requires (content,
activity, complexity level, answer form and context, as shown in Tables 1–4). These cate-
gories are derived from theoretical background and research questions. Within each cate-
gory, the particular task was given a code according to Table 5. For this purpose, a qualitative
approach was needed [31] because the meaning of the text revealed the code (for exam-
ple, in finding the complexity level). A qualitative approach was accomplished through the
qualitative content analysis method [31].
4.1. Sampling
In this study, all examined items are called tasks [10]; the word ‘task’ covers all situations
that require an answer in the textbooks, no matter if the solution is given or not. These are
mostly exercises, but also worked examples, revision tasks and other questions. The study
encompassed all the tasks from the two most frequently used mathematics textbook series
in Croatia for grades 6, 7 and 8. In each grade, the two textbook series examined were used
by more than half of the total student population in Croatia of that grade. Altogether, the
study encompassed more than 22,000 textbook tasks. For the purposes of the study the two
textbook series will be referred to as textbook A and textbook B.
... Content
Mathematical content refers to the content from the Austrian standards. Since the con-
tent of the Austrian standards does not completely correspond to the Croatian curriculum
INTERNATIONAL JOURNAL OF MATHEMATICAL EDUCATION IN SCIENCE AND TECHNOLOGY 11
content the requirements were slightly modified for the purposes of this study. For example,
the Austrian curriculum and standards include more topics within descriptive statistics and
probability than the current Croatian curriculum. Therefore, this study focused on topics
included in the Croatian curriculum and textbooks: graphical data representations, arith-
metic mean and probability of a random event.
Example 1: ‘Write the number 3/100 as decimal number and as percentage.’ This task
refers to the content of numbers (Table 5). This requires representation activities because
the given fraction should be represented with two other representations of a rational num-
ber. The task is put on the lowest complexity level (direct application of basic knowledge
and skills). The required answer is closed and the task is intra-mathematical.
Example 2: ‘Find the circumference of the isosceles triangle ABC with the leg b = 73 cm
and the base height h = 55 cm.’ This task refers to the content of geometry and requires
computation activities. This requires using the Pythagorean Theorem and connecting it to
the knowledge of the isosceles triangle and its circumference; therefore, it is on the complex-
ity level of connections. The required answer is closed and the task is intra-mathematical
(Table 5).
4.4. Procedure
The analysis of all the tasks in the selected textbooks was conducted using the framework
described above. Each of the 22,168 tasks was examined according to the 5D instrument and
then coded into the corresponding category. Since this study was part of a wider doctoral
research [30], the accuracy and reliability of coding was ensured by checking samples of the
tasks with the thesis mentors who were creators of and experts on the Austrian standards.
To ensure the consistency of the framework application across such a huge number of tasks,
the analysis was conducted in steps over 9 months. Each step was followed by the checking
of samples. In addition, discussions with the mentors were especially valuable in coding
some of the more problematic and equivocal tasks.
The next step was to analyze the coding results using quantitative methods, which
encompassed finding the relative frequencies of codes within a specific mathematical topic.
For this purpose, the SPSS program was used.
5. Results
The results are presented in five main sections, which follow the five dimensions of the
framework.
5.1. Content
All school textbooks in Croatia are approved by an expert group appointed by the Minister
of Education, with the purpose of ensuring that the textbook content matches the curric-
ular requirements. Although this section is about content findings, they cannot be fully
separated from other aspects of the framework (Tables 6–13).
Table 6 shows that 4% of these 943 tasks required students to represent integers, usually
on the number line. 95% of all items required calculation activities with integers, 3% of
items required interpreting a given picture or mathematical formula, while none of the 943
items required argumentation or reasoning activities. Similar results are obtained in text-
book series B (Table 7). The activities aspect does not add up to 100% because some of the
tasks required more than one activity. Further, the results presented in Tables 6 and 7 show
that about 90% of all integer tasks require low cognitive demands (K1) and that almost all
tasks include intra-mathematical situations (IM) with integers (96% in textbook A and 97%
in textbook B).
Focusing on the mathematical activities in the topics of numbers and measurements
(Tables 6 and 7) the results show that textbook requirements emphasize operation activ-
ities and calculation techniques in arithmetic education. The findings point to a lack of
presentation, interpretation and above all argumentation activities about numbers. Only
the topic ‘Percentages’ significantly requires representation activities in the tasks (44% in
textbook A and 36% in textbook B, Tables 6 and 7). These tasks refer to translation from
one representation of rational number to another. The interpretation activities in the topic
‘Set R’ are represented with 35% in textbook A and 28% in textbook B. These activities are
to do with observing decimal notation of rational and irrational numbers and comparing
them.
In the topic ‘Numbers’ the level of the activities is reproductive or simpler connections,
higher cognitive activities such as reflective thinking are not encouraged in the topics Num-
bers and Measurements. Also, all the textbook tasks in this topic are of the closed answer
type. Intra-mathematical tasks dominate in textbooks, even within topics which have a
strong connection to everyday life, such as fractions and percentages. The results in rela-
tion to the topic ‘Numbers’ indicate that the emphasis is on symbolic tasks and on following
rules for operations.
14 D. GLASNOVIC GRACIN
The results indicate high proportions of calculation and operation activities in the exam-
ined tasks, on the symbolic level and requiring closed answers (Tables 8 and 9). Interpreta-
tive, argumentative and reflective skills are not required from students in the topics Algebra
and Functional Dependences.
The topic ‘Equations’ encompasses linear equations with a single variable, the system
of two linear equations with two variables and a simple quadratic equation x2 = a. The
textbook tasks in these areas focus on intra-mathematical calculation tasks, without using
authentic tasks or the idea of equivalent equations. Linear equations and equation systems,
apart from 100% of operation and calculation activities, also require representations in
10%–20% of tasks. This means that in the textual tasks students should express the given
problem in a symbolic way with an equation or equation system.
The chapters on linear function require representations in about one third of tasks, cal-
culations in two thirds of tasks in textbook A and in about half of the tasks in textbook
B, and interpretation activities in about one third of tasks. The required activities in lin-
ear function comprise of drawing a graph of a linear function given in a symbolic form
(representation activities), calculating function value for given argument x (calculation),
or reading the values from a given graph (interpretation).
Functions and algebra frequently use symbolic tasks, except for the topic of direct and
indirect proportionality. This topic places more emphasis on exercises with realistic or
authentic contexts. In textbook A, 78% of 283 examined tasks had realistic context (Table 8).
Similarly, in textbook B, 72% of 482 examined proportionality tasks had realistic or
INTERNATIONAL JOURNAL OF MATHEMATICAL EDUCATION IN SCIENCE AND TECHNOLOGY 15
authentic context (Table 9). These results indicate that the textbook authors extensively
used the context-oriented tasks in this topic. Although the topic of proportionality may
be included in arithmetic (Numbers), its approach in Croatian textbooks and curriculum
is more algebraic, meaning it is included in the content of functional dependences in the
results.
The results show that geometry tasks mostly focus on reproduction, simple connections,
closed answers and intra-mathematical requirements. In terms of activities, the results show
an emphasis on routines in calculating or constructing activities. Presentation activities
refer to sketching or constructing a geometric picture, while interpretation activities consist
of reading data from a given or constructed picture. Also, the results showed a deficit of
argumentation activities and open answers. In terms of the complexity level, there is a clear
lack of reflective thinking requirements.
The textbook chapters on Pythagorean Theorem show that the task requirements put
strong emphasis on operation and calculation activities (Table 10 and 11). The Pythagorean
Theorem is introduced in the 8th grade after students have been taught square roots [32].
Textbook A offered 723 tasks, and textbook B 797 tasks within this topic. More than 90%
of them required calculation and only 13% required interpretation of a given picture. This
16 D. GLASNOVIC GRACIN
means that the tasks mostly cover two values in the textual form, and students are supposed
to find (compute) the length of the third side of a right-angled triangle. Although the impor-
tance of the Pythagorean Theorem has always been in its implementation to problems from
everyday life, the results show the Pythagorean Theorem presented as a rule applicable in
the pure intra-mathematical objects (98% in textbook A and 91% in textbook B).
The topic Isometric Mappings in the Plane puts emphasis on representation activities:
conducting translation, rotation or reflection of a given geometric object, including the
composition of these mappings. The topic Relationship of lines in space consists of many
tasks with a given picture where students have to recognize (interpret) the relationship
between two marked geometric objects (e.g. a plane and a line which are parallel). Most
of the tasks in this chapter have low cognitive demands.
As in other content topics, argumentation activities, open answers and reflection are not
required in the geometry chapters. Still, the topic Similar Triangles in grade 7 encompasses
15% tasks of textbook B which require argumentation activities. These tasks offer a picture
of two triangles whose corresponding sides are in the same ratio or whose angles are equal.
Students are supposed to prove that the two given triangles are similar using the appropriate
similarity postulates.
In comparison to the results of Numbers and Algebra, the Geometry tasks require
more representation and interpretation activities, but computation and operation
activities remain the most frequent activities in the chapters on geometric shapes and solids
in mathematics textbooks.
About two thirds of tasks within the chapters on statistics in both of the textbooks require
calculation activities. This can be explained by the fact that the main requirement of the
topic Arithmetic mean is to calculate the average of given numerical data. One third of
tasks refers to representation of data, and one third to interpretation of a given data table
INTERNATIONAL JOURNAL OF MATHEMATICAL EDUCATION IN SCIENCE AND TECHNOLOGY 17
or graph. The situation is similar for the statistics chapters in textbooks A and B, but in
the topic of probability there are significant differences between the two textbooks. Text-
book B requires only calculations, while textbook A has representation activities in one
quarter of its tasks. Both textbooks favour low cognitive levels and closed answer forms
in the tasks. Again, argumentation and reasoning skills, open answer forms and reflective
thinking are not represented to a great extent in mathematics textbooks in statistics and
probability education in Croatia. However, there are more realistic context exercises than
intra-mathematical ones in the descriptive statistics and probability topics.
5.2. Activities
In general, the results show that textbook tasks require mainly calculation activities with
numbers and terms, as well as operations such as conducting geometric constructions
(Tables 6–13). They are predominant in all the topics analyzed except for Space Relation-
ships and Isometric Mappings. The chapters on equations require calculation activities in
100% of the tasks in all the textbooks examined. The traditional geometry topics such as
plane shapes or solids predominantly require operational or computational skills of calcu-
lating circumferences, areas, volumes or surface areas. This implies that geometry is actually
quickly switched to dealing with numbers or algebraic terms.
The results presented in Tables 6–13 show that argumentation and reasoning activities
are not present in Croatian mathematics textbooks at all. Only the chapters on triangle
similarity contain exercises requiring argumentation skills (in 15% of tasks in one textbook,
and in 7% of tasks in the other). They refer to explaining (proving) the similarity of two
triangles using the similarity theorems.
5.5. Context
The results indicate the usage of intra-mathematical tasks to a huge extent (more than 88%
in almost all topics). Only the research results for descriptive statistics, probability and pro-
portionality show a higher proportion of realistic contexts.
18 D. GLASNOVIC GRACIN
they have the potential to be easily modified to create rich tasks. For example, some of
them could be transformed from closed answer to open answer tasks with the addition of
questions such as ‘Why? Can you explain it?’ In others, the predominating computation
requirement could be modified into another activity. These modifications present ideas for
further studies, including stating design principles, developing a variety of rich tasks and
intervention in the classroom. Related to this idea, the results indicate that it would be
worthwhile gaining further insight into teachers’ beliefs and expectations of the textbook
content, because if the aim is to change classroom practice, then teachers’ attitudes is a very
important issue.
With regard to the international context, the research presented in this paper highlights
the significance and complexity of textbook task design and analysis in general. The mul-
tidimensional framework proved to be a powerful analytical tool for identifying students’
opportunities to learn. The provision of a balance of different task types in textbooks and
other curriculum materials, including providing more rich tasks, may be of interest to cur-
riculum developers and researchers all over the world. The idea of embedding the dimen-
sion of mathematical activities, a domain which refers to what a student needs to do in a
particular task, can be implemented in textbook analyzes worldwide, with the aim of better
understanding national or international curriculum requirements and to gain insights into
the opportunities to learn which students have in different countries. In this way, the results
of textbook task analyses may help explain the differences in the performance of different
countries in international student assessments, such as PISA or TIMSS.
The literature review showed that the textbook tasks in many countries predomi-
nantly require low cognitive demands. Correspondingly, it would be interesting to find out
whether similar mathematical activities predominate in textbooks from different countries,
and to what extent these correlate with the results from large-scale studies. For example, the
findings on the high proportion of calculation and operation activities in geometry chap-
ters raise a question about the required activities in geometry in textbooks in other coun-
tries. In this way, the results obtained in this study may contribute to the global discus-
sion about the issues on contemporary geometry education and tendencies in mathematics
education.
Acknowledgments
The author would like to thank Prof Dr Edith Schneider and Prof Dr Werner Peschek
from the Institut für Didaktik der Mathematik – Austrian Educational Competence Centre,
Alpen-Adria Universität Klagenfurt for all their helpful suggestions and discussions during
the coding and analysing process.
Disclosure statement
No potential conflict of interest was reported by the author.
ORCID
Dubravka Glasnovic Gracin http://orcid.org/0000-0001-5195-4873
INTERNATIONAL JOURNAL OF MATHEMATICAL EDUCATION IN SCIENCE AND TECHNOLOGY 21
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