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VOLUME 14 NUMBER 1 November 2015
Table of Contents
Head Start Pedagogy in an Era of Accountability .............................................................................................................. 1
Reva M. Fish, Ph.D., Laura Klenk, Ph.D., Julie Mazur, B.S. and Adena Sexton, Ph.D.
A Grounded Theory Study of Learning Patterns of Asian Students in Higher Education ......................................... 20
Abu Bakar
Caring for Persons with Spinal Cord Injury: A Mixed Study Evaluation of eLearning Modules Designed for
Family Physicians ................................................................................................................................................................ 39
Dr. Colla J. MacDonald, Dr. Jamie Milligan, Dr. Tara Jeji, Kaitlin Mathias, Dr. Hugh Kellam and Jane Gaffney
Investigating the way 5-years old children distinguish the concepts object and material Is the material
overshadowed by the object?......................................................................................................................................... 116
Evmorfia Malkopoulou, George Papageorgiou and Anastasia Dimitriou
1
Introduction
Preschool teachers face a push to increase academic rigor in their classrooms
(Brown, 2010). This is a result of both the No Child Left Behind Acts press for
greater achievement across all grades and the ongoing shift of curricular content
to earlier grades. It has been intensified by the more recent Race to the Top and
Common Core Standards initiatives. Frost (2007) warned that we are facing the
perfect storm in early childhood education with 1) the standardization of
education; 2) the dissolution of traditional spontaneous play; and 3) the growing
specter of poverty in the United States and around the world. (p. 225). This
study seeks to understand the nature of early childhood pedagogy in Head Start
classrooms subsequent to the implementation of these education reform
initiatives.
Literature Review
Head Start
When looking at the pedagogical approaches used by Head Start teachers, it is
important to understand the goals of Head Start preschools. Head Start is a
United States government-funded preschool program for children from low-
socioeconomic-status families. It was implemented in 1965 to help alleviate
social problems associated with people living in poverty and has since evolved
to be considered a program that provides school readiness skills to children in
the areas of cognitive and social/emotional development (Nemeth, 2011; Office
of Head Start, 2010). The Head Start learning framework provided to grantees is
comprised of eleven domains. The eight original domains were social and
emotional development, approaches to learning, language development, literacy
knowledge and skills, mathematics knowledge and skills, science knowledge
and skills, physical development and health, and creative arts expression. In
2011, three domains were added: logic and reasoning, social studies knowledge
and skills, and English language development. The latter applies only to
students who are dual language learners and who speak a language other than
English at home.
Head Start teachers also must be cognizant of the ongoing debate regarding the
amount of time children spend in play and playful activities versus teacher-led
instruction, and the types of teacher-led instruction that are developmentally
appropriate in early childhood (Gewertz, 2010; Graue, 2009; Nicolopoulou,
2010). When learning standards and the movement to increase rigor in the
classroom reached the early childhood grades, concerns were raised about how
teachers would meet the standards and still maintain methods of instruction that
are appropriate for the children they teach.
Some research conducted prior to the 1990s provided support for direct
instruction in preschool classrooms (Camilli, Vargas, Ryan, & Barnett, 2010).
However, there are few recent studies of direct instruction because the
movement for developmentally appropriate instruction in early childhood in the
1990s changed pedagogical practices. Camilli et al. (2010) report that researchers
have found that inquiry-based activities where children construct knowledge
with the guidance of a teacher result in greater learning than the use of direct
instruction where the teacher drills basic concepts until the students remember
them. Their meta-analysis also found that children who received instruction
individually or in small groups showed greater learning.
This study fills a gap in the existing literature by exploring the pedagogical
approaches Head Start preschool teachers use to meet increasingly rigorous
curriculum requirements and higher expectations for student learning. This was
accomplished through interviews with teachers to determine how they reconcile
adherence to developmentally appropriate classroom practices and the need to
meet established standards.
Method
The grounded theory approach to data collection and analysis was used for this
study. Grounded theory is one of several qualitative research methods that seek
to understand the nature of human actions and interactions through nonnumeric
organization and interpretation of data (Glaser, 1978; Strauss & Corbin, 1998).
The purpose of the grounded theory method is construction or extension of
theory through exploration and description of data using principles of symbolic
The eight teachers interviewed for this study had from four to eighteen years of
experience in early childhood education, with an average of about ten years of
experience across the group. Five of the teachers reported having a Child
Development Associate (CDA) credential and four of them had an associates
degree. All of the teachers interviewed were female, were enrolled in the early
childhood education program at the college, and worked in local Head Start
programs.
Data Collection
For this study, semi-structured interviews lasting about one hour each were
conducted to explore how Head Start teachers teach their preschool students.
Specifically, we were interested in how they choose pedagogical methods that
are developmentally appropriate and would facilitate the type of learning
expected by established standards. We started the interview by asking
questions such as: Tell us about your classroom. Tell us about the classroom
schedule on a typical day. What activities take place in your classroom? Which
of those activities do you find the children enjoy most? We then asked follow-up
probing questions based on their responses. In addition to the interview, each
teacher was asked to complete a questionnaire asking for contact information,
the number of years of experience at Head Start, and credentials the teacher has
earned.
Approval to conduct this study was obtained from the Institutional Review
Board. A consent form was signed by each teacher interviewed. It stated that
participation in the study was voluntary, the teacher could refuse to answer any
interview question, and that participation in the study could be discontinued at
any point.
Data Analysis
In the grounded theory approach, data analysis is performed by breaking down
and reassembling verbatim data through constant comparison in order to
describe a human process. This is accomplished by linking the key concepts
present in the data according to the properties and dimensions that exist in
discrete categories. This results in a collection of categories which are described
through statements of their relationships. The relationships explain who, what,
when, where, and how the process would be manifested. The final product is a
theoretical whole that explains and predicts how people solve the problem
addressed in the studya grounded theory. The theory is not considered to be a
definitive explanation of human behavior, but is instead a modifiable tool
available for use in future research.
All the interviews in this study were recorded and then fully transcribed,
verbatim. The transcriptions were reviewed for accuracy. During substantive
coding a systematic line-by-line review of the full transcriptions was conducted
using constant comparison to assign codes, develop conceptual categories, and
identify a core variable. Substantive coding was followed by theoretical coding
using coding families to relate substantive codes to each other in terms of their
properties and dimensions including strategies used by teachers, types of
instructional activities, classroom organization, instructional goals, and conflicts
teachers faced about their instructional practices. Memos were written
throughout the analysis process for later theoretical sorting.
Findings from the analysis of the interview data were confirmed in two ways.
First, the authors reviewed the identified codes and categories independently to
confirm that they had similar findings. Second, the authors invited the
participants to meet to discuss the findings. Three of the teachers attended the
meeting and agreed that the findings accurately explained their approaches to
instruction in their classrooms.
Findings
The initial conceptual categories identified during substantive coding included
Planning, Curriculum, Teaching, Learning, Play, Teachers role, Students, Parent
input, Administrator input, and Teacher Training. These preliminary categories
had clear connections to the topics addressed in the interview questions.
During theoretical coding, the core category and basic social psychological
process facilitating learning emerged. The process included three other
categories: choosing a setting, deciding content, and addressing other
Facilitating Learning
The Head Start teachers facilitated learning in four ways: free-choice play,
incidental teaching opportunities, play-like activities, and direct instruction.
These can be viewed along a continuum based on the degree of control the
students have in the activity and the amount of effort on the part of the teacher
to facilitate learning. The students had the greatest amount of control in free-
choice play and the effort by the teacher was limited to providing appropriate
and engaging materials. At the other end of the continuum, the students had
little control, if any, during direct instruction and it required the greatest effort
by the teacher who had to plan the activity, create any materials needed, and
lead the instruction.
Free-choice play. In free-choice play the children were generally able to move
around the classroom, choosing the area of the room in which they played, the
classmates with whom they would play, and the classroom materials they used.
Teachers reported three ways that they used free-choice play to facilitate
learning: to observe students skills, develop attachments with students, and
allow students to learn independently.
First, teachers observed the children during free-choice play to determine their
knowledge and skills in all areas of development to help design future
instructional activities. In this way, the teachers identified curriculum content
that the child was ready to learn or areas where she felt the child seemed to be
behind and could benefit from activities to move that development forward:
I stand off to the side and write down what I see and what I hear to find
out where their skill is and where their level of skill is. [Later] I teach
only through the small group. Now I sit back and let them play in
different areas and Ill just jot down what I see.
Another way the teachers used observation of free-choice play was to determine
whether students had gained understandings from prior instruction:
Their play to me is just as important as their play to them because, again,
it allows me to see where they are, if any growth has taken place from
what Ive said to them as far as introducing things to them.
The second way that teachers reported using free-choice play to facilitate
learning was to play with the children to develop an emotional attachment and
sense of trust. Teachers believed that because of this bond, students would be
more willing to do the classroom activities that they enjoyed less, such as direct
instruction:
So I think that bonding through play with your children is once you
bond with them you can get them to learn whatever you want them to
learn because they trust you even when they dont want to sit there and
dont want to do numbers. But if they trust you and you bring them over
to your small group and you make it like a game they are going to learn
from whatever youre putting in front of them.
The third way teachers used free-choice play to facilitate learning was based on
their belief that children can learn during independent activities without any
planning or control by the teacher:
When theyre playing, theyre learning so many other things. Theyre
learning to sort, theyre learning to put things in order, theyre learning
one-to-one correspondence. They learn to put pegs in, make patterns.
They learn a lot through playing.
Choosing Setting
The Head Start teachers facilitated learning by choosing the setting in which
instruction would take place in their classrooms. They had to decide whether
learning would be optimized by doing an activity with individual students, a
small group of students, or the whole class. Choosing the setting for instruction
primarily applied to play-like activities and direct instruction.
Small group instruction. The most common setting for facilitating learning in the
Head Start classrooms was small group instruction. Teachers often used play-
like activities with a small group of selected students, often chosen because there
was a concept that the teacher believed they all needed to learn.
Some things are better in small groups, some things arent. It just
depends on what it is. If the child is struggling, I find sometimes small
groups are a little bit better. If I have three kids that are struggling with
recognizing the color blue I find that if during play time I bring a small
group over and do an activity that concentrates around blue; then
sometimes thats a little bit better.
Teachers often reported conducting direct instruction in a small group setting
because it allowed them to confirm the students were learning something new
each day.
Each teacher will take a group and on a daily basis each teacher is
working with a small group of kids but one may be working with math
skills, another may be working with reading skills and so forth. We are
all working with different skills so in the run of the day we know that
those children have gotten more out of their day than just sitting on a rug
playing or going outside.
Whole class instruction. Learning was facilitated in the Head Start classrooms
through whole class activities such as circle time and reading to the children.
The teachers reported that circle time was an opportunity to share news with the
class, to supervise the development of social skills, and to review concepts:
In circle time we sing good morning to everybody, everybody says their
names. I have the Number Rock [song] which is kind of jazzy and fun
and I have a big chart and as they are all singing Im pointing to the
numbers going from 1 to 20, and I have a couple parents there singing
along with us.
Teachers reported limiting the length of circle time to accommodate the
developmental needs of the young children.
That is about fifteen minutes. I cannot have a circle longer than fifteen
minutes. The children are too young; they get too antsy.
Teachers generally did not expect students to gain much knowledge during the
whole class activities, but they saw it as an efficient way to introduce concepts
that would be learned in more depth in a small group activity at another time:
We will touch on something in a large group circle and especially for the
ones that we see we will intervene with all the children in small group.
Deciding Content
Head Start teachers facilitated student learning by designing instruction to
address specific content. They used three sources of information to determine
the concepts they would teach the children. These include the Head Start
Creative Curriculum, their understanding of the childs current knowledge, and
the contents of the kindergarten readiness test that students typically take at the
end of their last year in preschool.
Inventory. I would take you in the room and its a fifteen minute
inventory. We would do the ESI on them and see the progress theyve
made. We see where they are and things we can work on the next time
with them.
Childs current knowledge. Teachers did not rely entirely on the Creative
Curriculum to choose the concepts and skills the students should learn. Their
estimation of the childs current knowledge was also important in facilitating
learning in their classrooms:
We have the opportunity to pick and choose our activities. Sometimes
the activities that are given in the Creative Curriculum, sometimes our
children are past that and we have to be creative to kind of use that same
curriculum, but in a more advanced way to meet the needs of our
children.
The teachers knowledge of child development, in general, was combined with
their understanding of each childs individual ability when facilitating learning.
In particular, the teachers mentioned adjusting the instruction based on the
needs they perceived of different aged groups of students.
I think this curriculum is awesome for the twos and early threes, but
when youre talking about kids at four they need more structure and
more to challenge them. You cant challenge them if theyre just playing
and then they start to get bored and then you get behaviors.
When asked whether the expectations of the Creative Curriculum were
appropriate for her students, another teacher described how she uses her
familiarity with a child to individualize the curriculum:
Sometimes I think theyre a little bit too much. For a two year, nine
month I think it is a little bit high, but we have two year, nine months
that are Einsteins, so, I mean, I think it depends on the child. Okay, I
think you actually just individualize for the child and then give them a
chance. Were the teachers that are with them every day and even if
something in their assessments say well bring them to this level, I know
if theyre ready to go there or not. You know what I mean? And if theyre
not, Im not going to push them to something thats going to frustrate
them.
There were some teachers who reported their administrators encouraged them
to use more free-choice play, but they preferred to facilitate learning through
play-like activities or direct instruction:
They just think it is over their head, it is too much. But I dont think it is
because, you know, they are getting familiar with the days of the week.
We have songs for that, and okay maybe they are not grasping the
concept, but they are learning something. You know I am pointing and
they are getting familiar with the letters and the numbers.
A few of the teachers reported that due to a Head Start policy change, they were
discouraged from using the calendar as an instructional tool during circle time,
as they had in the past, because it was too abstract for the students and,
therefore, developmentally inappropriate:
Two years ago we got a thing in our mailbox explaining why you
shouldnt do calendar. One of the supervisors doesnt like it. They
havent ended it, but they dont like it. Our supervisors dont and they
put a thing in there claiming that the kids dont understand yesterday,
they dont understand today, and that some kids actually have a fear
when you get to the end of the numbers that there is no more. I guess
there have been studies on it that once they see the last number on the
calendar they get scared. They get confused because they dont
understand that there is actually another month and there is more
numbers. We actually got this pretty good article on it but
Parents. While parents do not set policies for Head Start classrooms, the teachers
felt obligated to address any concerns the parents raised. Unlike students in
other school settings, preschool students are brought to their classroom each day
by a caregiver, increasing the interaction between parents and teachers and,
thereby, the influence of parents on classroom practices. Many of the teachers
mentioned that parents wanted greater emphasis on direct instruction than the
teachers would generally include in their facilitation of learning.
Parents dont like when kids go home and they ask their kids What did
you do all day? and the kids say Play. Parents are like All they do is
play in here all day. You know what -- for a good part of the day, yes,
they do just play. Because the parents dont understand that kids learn,
they learn from play, they learn everything, every area that I told you
that we have to develop with them they learn during play. They learn it
from each other they learn it by themselves. They learn problem solving.
These are all steps towards higher skills and parents just dont
understand.
Teachers reported appeasing parents and attempting to increase the parents
engagement in the childrens education by providing them with worksheets to
use at home, even though they would not use them in the classroom.
The agency or administrators, they would prefer if we not even use a
worksheet. We want the childs idea and mainly thats what we do in the
classroom. Its just that sometimes the parents dont understand that we
allow the children to be creative because the parents are looking for that
more instructional activity thing. So we do it to kind of meet the needs of
the parents and make them feel like they are getting involved. But what
we do in the classroom is based upon that childs creativity. It is really
based on the creativity of the child and really to tell you the truth the
worksheets are something we do just to get the parents involved.
Some teachers reported that parents pushed for more academic learning because
they were concerned about the children being prepared for kindergarten.
Parents today very much worry because school is hard now and the
standards in school are harder and theyre higher so they want their kids
going to kindergarten reading.
Teachers did not always meet parents requests for more emphasis on direct
instruction. Instead they explained to parents that some forms of instruction,
such as traditional worksheets which require specific answers, are not
developmentally appropriate.
I know we have a very difficult time explaining to the parents why we do
not do dittos. They want them to do dittos; they want them to sit down
and do more structure and we try to explain to them that you dont need
a ditto to know how to write your name, you dont need a ditto to know
your numbers and colors.
Discussion
We interviewed Head Start teachers to determine the approaches to teaching
they used in their classrooms. We wanted to know how they helped their
students learn in the current early childhood education climate where there is an
increased emphasis on academic instruction to meet learning standards. The
core category and basic social psychological process that emerged from the data
was facilitating learning. We found that the primary goal of all the teachers was
to make sure their students were learning the skills and concepts they were
expected to gain in preschool. They used free-choice play, incidental teaching
opportunities, play-like activities, and direct instruction in their classrooms to
help the children learn. In the play-like activities and direct instruction, the
teachers conducted planned lessons with individual students, small groups of
students, or the whole class. They chose the concepts and skills to teach the
students using Head Starts Creative Curriculum and their familiarity with the
gaps in the students knowledge and skills. The teachers facilitation of learning
was also influenced by the expectations of their Head Start center administrators
and the parents of their students.
In general, the findings from this study show that the teachers interviewed used
empirically and professionally recommended practices (Ashiabi, 2007; Hanley,
Tiger & Ingvarsson, 2009; Lee, 2006). For most instruction, teachers planned
lessons that used play-like activities. Occasionally they facilitated learning
during childrens free-choice play, changing those child directed activities to
incidental teaching opportunities. These approaches to teaching are appropriate
because they allow preschool students to engage in activities they enjoy as they
construct knowledge (Gronlund, 2001).
Implications
Utilizing play and play-like activities as the primary means of preschool
instruction can provide more enjoyable learning experiences for the students. In
order to do that, and avoid resorting to didactic methods, the teachers must feel
confident that this approach provides children with everything they need to
learn and teachers must have the pedagogical skills to implement learning
though play (Nicolopoulou, 2010; Trawick-Smith & Dziurgot , 2010). Further,
while all of the Head Start teachers reported valuing developmentally
appropriate classroom practices, they did not always feel they had the option to
structure classroom activities exactly in the way they believed best served the
developmental needs of their students. Their own concerns about their students
performance on kindergarten readiness assessments, along with comments from
parents and directives from supervisors, pushed them to include direct
instruction of academic skills rather than allowing learning to unfold through
the mechanism most natural to the children they teach play (Brooker, 2011;
Emfinger, 2009; Ginsburg, 2007; Miller & Almon, 2009).
Research about the influence of administrators and parents on Head Start
teachers classroom pedagogical practices is clearly an important next step.
Studying the conflicts among preschool stakeholders about what are appropriate
instructional methods for young children can reveal the reasons behind them
and lead to effective ways to address them. It may be found that administrators
and parents are less aware of appropriate preschool teaching methods (Stephen,
2010) and may need information about best practices with young children so
that they can provide more informed feedback to teachers and influence
instruction in ways that support childrens enjoyment of learning. This is
particularly critical as children start their formal education.
Overall the findings from this study may not be unexpected, but they are
important. This study, uniquely, looked at Head Start teachers perspectives on
instruction across the Head Start learning framework. While it was not the intent
of this study to develop a typology of Head Start classroom activities, the
findings can provide teachers with some guidance in designing instruction.
Figure 1 provides a conceptual construct based on our findings that summaries
the strategies teachers can consider as they organize learning opportunities in
their classrooms. Teachers are provided with a framework for planning
instruction that includes facilitating learning, choosing instructional settings,
and deciding lesson content. As they identify the skills and knowledge they
want their students to gain, they can consider the types of activities and settings
that would be most effective to meet those goals. Should a particular skill be
gained through discovery within free play or through a teacher-led play-like
activity? Should small groups be used for instruction? If so, how should those
groups be formed, and, specifically, which students should work together? This
type of planning exemplifies intentional teaching, a current movement in
education which encourages early childhood teachers to share responsibility for
learning with their young students and to both plan for organized learning
experiences and recognize unplanned opportunities for teaching in their
classrooms (Epstein, 2014). Through this mindful planning, teachers can develop
effective, fun, and developmentally appropriate instruction that addresses the
needs of individual students and prepares them for the classroom structure and
instruction they will encounter in later grades.
Finally, it is important to note that although the teachers interviewed for this
study typically used professionally recommended practices, some of them
revealed a lack of awareness of the subtle ways learning changes as children
move from free-choice play, where the children have control of their activities, to
incidental teaching led by the teacher, and then to play-like activities entirely
planned by the teacher. While the teachers recognized that most students do not
like direct instruction, some of them assumed that children were not bothered by
the interruptions of their free-choice play for incidental instruction as well as the
play-like activities. Even though these are designed by teachers to be fun and
play-like, they must be sensitive to students reactions to teacher-imposed
activities. If they are not, student degree of engagement, and thereby the amount
of learning, is reduced. Teachers must consider whether children can learn more
by being immersed in uninterrupted free-choice play instead (Gray, 2013).
FACILITATING LEARNING
Basic Social Psychological Process
Greater student
influence on activity
1. Free-Choice Play
3. Play-Like Activities
CHOOSING A SETTING
How does the teacher decide how the students will learn?
Individual Student
Small Group
Whole Class
DECIDING CONTENT
How does the teacher decide what students will learn?
Creative Curriculum
Current Knowledge
Kindergarten Readiness Assessments
Administrators
Parents
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Abu Bakar
Institute of Education, University of Worcester,
United Kingdom
Significance
A record number of international students have entered the UK to study in the
past few years (Coughlan, 2011). An overwhelming number of these
international students arrived from Asian countries (HESA, 2010) where
Chinese, Indian and Pakistani form the overall majority of Non-EU students
(2011). The HESA statistics (2011) indicate that during the year 2009/10, the
number of Chinese students in the UK was 56,990 and increased to 67,325 in
2010/11, while the number of Indian students was 56,990 and increased to
67,325 in 2010/11. At the same time, the number of Pakistani students was 9,815
in 2009/10 which increased to 10,185 in 2010/11. Hence this proportion made a
total of Asian students population of 105,305 in 2009/10 out of 280,760 and
116,600 out of 298,110 non-EU students (39.11%) in 2010/11.
Indeed, various factors (Fleming, 2007; Tian, 2008) and issues (Caruana &
Spurling, 2007; Spronk, 2004) influence the way overseas students learn in HE,
however the question about Asian students as one identity is yet unclear in
literature.
The Context
The platitude, that quality education is essentially designed to generate learners
who can promote theirs learning experiences, begs the question about the
quality of that education and the support those being educated receive to enable
them to gain maximum benefit from education. Universities in the UK benefit in
many ways, not least financially, from the presence of students from many
countries, with a majority from Asian countries (HESA, 2011). However, studies
largely report the learning experiences of Asian students without seeking
students perceptions to build a consensus on how they benefit from the learning
experiences in the UK. To enable students to benefit more from quality
education also begs the question whether the nature and extent of the learning
process is felt different among CHC students than Pakistani and Indian (non-
CHC) students and what issues are of utmost importance which can support
their process of learning in the UK.
Identifying learning issues among overall Asian students who have been
generalised as surface and rote learners in HE (Li, 2004: p.12; Huang, 2008)
requires a research setting, involving both CHC and Non-CHC student where
students perceptions are heard in informal settings. The way to involve the
practicing (learners) and the practiced (learning patterns) would add more value
to the current research questions.
A similar idea has narrowly been looked at in numerous studies. The majority of
such studies have sampled Chinese and other east-Asian students (Wu, 2008;
Tian, 2008; McMahon, 2011) ignoring perceptions of South Asian (non-CHC)
students. Sovics (2008) suggestion, that learners must be looked at from
educational backgrounds in order to minimise the risk of arising
misunderstanding, fits in context of the current study. This study adopts a
generic approach to identify students perceptions as what they say about the
learning issues they find in context of studying in British HE and what lesson/s
can be learnt from CHC and Non-CHC students history of PL in order to
facilitate the learning process for those students at need. Taking the above
studies in context, a better understanding of students perceptions would help to
explore their learning patterns in a diverse learning environment in the UK and
reflect on a framework that will help in the development of a learning process.
Aims
The aims of the study were two-fold in nature. First to explore how CHC and
Non-CHC students consider learning in the UK and prior HE learning, and the
issues of major concern in relation to aspects of academic and cultural settings;
and secondly to identify a common ground for students issues of major concern
to facilitate the learning process in which they are currently involved.
Literature Review
The existence of learning issues stands in contrast to some studies that indicate
the majority of Asian students are deep learners (Bilgin & Crowe, 2008) who
prefer a student-centred approach to learning. In relation to a style of learning
Kolb and Kolb (2005) illustrate that students can easily adopt their independent
style within the initial two to three month period of their studying in an alien
learning environment. While the common perception, that Asian students are
more rote and passive learners, is also controversial (Exley, 2005; Hall, 2008;
Siddiqui, 2006; Valiente, 2008), and has been disputed by many researchers
including Biggs (1999 & 2003) and Tian (2008) etc. Cooper (2004) generalises the
issue of a process of learning development to overall students in universities.
Given these views, the increasing demand of testimony of students might
convey a variety of messages about themselves; it might even suggest that the
real problems have not yet been correctly explored or else have been
The extent to which studies might exist with reference to learning patterns, one
might argue that they have not previously been studied in relation to the current
sample in UK-based institutions. Some genuine attempts have been made by
Tian (2008), Wu (2008), McMahon (2011), Siddiqui (2006), Pritchard (2008),
Prosser and Trigwell (1999), and Felder and Brent (2005) and many others.
However the literature is still scattered in respect of identifying the core issues
which undermine the very process of learning development among overall
Asian students.
Although teaching and learning (both) have considerable influence on the way
in which students start and develop learning in HE (Kember et al., 2008; Reid et
al., 2005 cited by Pritchard, 2008), there is a general agreement that different
students adopt different ways of learning in different learning environments
(Musa & Wood, 2003; Zeegers, 2004) and use different learning styles
(Houghton, 2004) or else have different interpretations of the learning in
different learning environments. However the perception that Asian students
are highly influenced by a prior history of education is rooted in the conception
of learning paradigms they inherit from their previous education settings
(Mukhtar et al., 2011). Hence, adaptations of a certain learning style might arise
as a result of PL patterns which could be encompassed by many other aspects.
For example, Kolb and Kolb (2005) note; that Many students enter higher
education conditioned by their previous educational experiences to be passive recipients
of what they are taught (p.209).
One way to start with the academic aspects may be to identify how students
approach their learning in contrast to what style they adopt, and what they see
as issues in HE. This debate, over learning approaches/styles, has been active
for the last forty years where Kolb (1984), and Honey and Mumford (1992) tend
to dominate. While some authors use them interchangeably, as Hinkel (2011)
uses reading and literary with respect to the way students learn, others are
more specific as Franzoni & Assar (2009) specify learning styles to subject-
specific courses like linguistics and physics. Similarly Nicholls (2002) point out
certain skills and mentions that students approaches to learning encompasses
intellectual skills (knowing how rather than knowing what); verbal skills
(communication); cognitive skills (thinking and memorising); attitudes
(concerned with emotions, social and cultural approaches to learning); and
motor skills (required for physical tasks of learning) (pp.22-23). The case of CHC
(in this case Chinese) with regard to such skills, on the ground of common
practice in UK universities, is too vague (Edwards & Ran, 2006: p.4). Similarly
the scenario of other Asian students (non-CHC type) is not viewed differently.
As a result, a common perception that Asian students as rote learners has widely
prevailed. This perception has jeopardised the learning process undertaken by
overall Asian students, despite the notion of a high ratio of successful
completion of studies by Asian students (Wakeling, 2008).
Wakeling (2008) questioning the surface-learner label, during a study, found that
overseas students were more critical than UK students in their first year of
study, leaving a gap for further research to identify similarities, differences and
educational background across intercultural group of students. It is vital that the
overall number of students, in the first year, consider learning as a process of
creating links with prior learning (Brownlee, et al., 2009) which, in the context of
Asian students as teacher-centeredness (Valiente, 2008; Huang, 2008), is still
disputed in the literature. Similarly, Cooper (2004), exploring the learning
perceptions of Chinese students and Australian students, mentioned that
Chinese students come from different educational and social environment and
hence they cannot be expected to show similar patterns of learning (p.295) as
western students. Cooper found that there are clear differences among Chinese
students on their educational backgrounds (p.296). These differences may be
similar to those of other non-CHC backgrounds. To understand this
phenomenon of CHC and non-CHC on the grounds of PL history, it is vital to
seek students voices about the learning process development through the lens
of issues and history of learning when studying in the UK.
Theoretical Framework
A grounded theory approach was used in this study, and a constructivist
framework (Charmaz, 2006) informs our findings as data was coded, analysed
and themised (refer to Glaser & Strauss, 1967). A number of studies have drawn
insights about the way Chinese students learn in HE (e.g. Tian, 2008; Wu, 2008
etc.), however there is no existence of grounding the data to locate a sample of
diverse Asian, CHC and non-CHC, students studying in British HE institutions.
This as a matter of conceptual categorisation did allow us to apply coded data to
sensitise the emerging concepts underlying Asian (students) specific
understandings of learning habits and coping mechanism of the learning issues.
Given this, Charmaz (2006) points out that Coding is the pivotal link between
collecting data and developing an emergent theory to explain these data and define what
is happening in the data and begin to grapple with what it means (p.46).
In this way the emerging theory, in this study, is grounded in the data when
theoretical sampling reached a point of saturation resulting from reflection and
revisiting the theory and thus refining it. The transcription of data was coded
through NVIVO software which gave rise to further categories (see A.2) and
concepts (again revisited in further phases), leading to a formation of theory. A
brief graphical representation of process is shown below.
Given our Grounded Theory approach, this study constructs the reality from
within the data obtained from learners own understandings of learning and
relevant academic issues.
Sample
Chinese, Indian and Pakistani students were recruited, based on convenience
sampling, in three British universities studying different programmes at
undergraduate (UG) and postgraduate (PG) levels.
The overall number of students, who were interviewed in the first phase,
studying at University of Worcester, University of Edinburgh, and University
College Birmingham, is shown in the following table 1.1.
Table 1.1: List of interviewees with level of study in the UK
India 1 0 0 1 1 0 3
China 1 1 1 1 0 0 4
Pakistan 1 0 1 0 1 0 3
Total 3 1 2 2 2 0 10
In phase-two, a total of 8 students were probed from the above sample and were
selected based on their availability. While in the last phase-three, only 6
participants from the above table were interviewed for the purpose of
clarification of issues identified in first and second phases.
Method
In accordance with the sample, this study draws on qualitative data obtained
from students perceptions of learning in the UK which combines semi-
structured in-depth interviews with a three phase formula (Kvale, 2007), and
personal narratives (Elliott, 2006) using a grounded approach, originally used by
Glaser and Strauss whilst locating its sphere within its constructivist version
The original principle of this study was based on evaluating the data obtained
from semi-structured in-depth interviews through the help of personal
narratives, to develop, refine and present a basis of learning development
(theory) and the major concerns the sample students encounter during this
process development.
The Process
Previous studies have merely looked at the academic dimensions directly
affecting the learning behaviours of Chinese students (i.e. Tian, 2008) and
adjustment and language issues of East Asian students studying in a single
university in the UK (i.e. Wu, 2008; Tian, 2008 etc.). Hence, the current study
looked at a bigger picture of issues undermining an overall population of Asian
students learning and the key issues by linking theirs PL experiences to those
in the UK and focusing not only on academic issues but also those aspects
hindering students approaches to learning and the very process of learning.
In this study, for the purpose of identifying similarities and differences, all codes
were constantly compared with each other. As a result, themes started to emerge
from the combination of data, codes, categories and sub-categories. Initially,
there were 120 refined codes, which decreased to 44 codes when integrated into
common categories (see A.1 & A.2). This paved the way for the later
development of 12 axial codes (see A.1). Each emerging concept was coded and
each code was constantly compared with overlapping codes to identify
similarities and differences. The emergent themes from the coding process
facilitated making logical connections with the research aims. The emerging
themes were gradually moved from a low level to more sophisticated categories
which were based on selective coding, providing support for the evidence of the
literature review, the stage when theoretical composition, saturation (Charmaz,
2006), was complete.
In phase-one the study attempted to explore academic issues in detail from both
CHC and non-CHC students. In phase one, the analysis of the data identified the
existence of some issues in common with those identified in the literature review
(see Tian, 2008, Wu, 2008; Edwards & Ran, 2006; Ahmed, 2011). As a result of the
analysis of the data at phase-one, students found it difficult to cope within the
learning culture in the UK at early stages of learning. The reasons for this
difficulty were language barriers, lack of IL skills, difficulty in social adjustment,
and dependency in learning as a result of prior educational history. The
expression of students concerns about the lack of IL skills which was
identified as an issue of prior educational learning (students were found to be
too dependent on their teachers) is an early indicator of learning dependency.
Therefore the assumption that IL patterns are significant among students in HE
was noted for further elaboration because it also matched the researchers initial
experience in studying in the UK. The theme of dependent approach to learning
was identified among overall students for further exploration and clarification,
though its nature was differently experienced by the researcher itself.
Given that language issue exists in multiple shapes, the analysis shows that
academic writing (AW) and communication skills, at level of competence to
convey and receive ideas effectively, are two major lingual problems. Both
academic writing and oral communication the level of oral skills required for
learning, were probed to examine the extent of lingual issues among students in
HE. Although the researcher experienced a different form of lingual
incompetence than the sample students but as theirs perceptions were central to
this study, it emerged from data that these students consider English language
skills crucial to becoming independent learners.
Students also viewed support as a key requirement, vital for kick-starting the
process of learning in HE at the initial stages of their studies, confirming
previous findings (see McMahon, 2011; Wu, 2008) and it matches the
researchers own experience of starting the learning process. Questions arise
whether the importance of language skills to students is limited to competence
in interactive speaking and academic writing abilities, and whether the same
language skills are required for all students or whether language expertise is
required for certain subject areas (subject-specific).
Given that language issue have other dimensions, the issues examined related to
IL and the effects of dependency on IL, and the features students liked and
disliked in both their prior and current learning were explored further. When
themes of likes and dislikes were compared in both prior and UK learning, it
became apparent that students liked IL patterns because there were enough
resources in the UK in contrast to the ones in their PL and they were in a sense
forced to adapt to IL patterns, a sense of behavioural approach (refer to Pavlov
& Skinner) to teaching learning interaction was found. The level of studying
support was appreciated in PL in contrast to concern for lack of available
support in the UK. In other words, we can assume that behavioural approach to
learning existed in the UK, and not in PL. Therefore, liking for support in PL
while liking for availability of resources and use of IL skills in the UK were
noted as the main themes. Dislike of a lack of resources dependency on prior
learning, and the level of support provided in the UK were categorised as
themes.
As explored in detail, the emerging theory was built upon the core indicators
derived from categories and included both academic (language writing and
expert communication; learning support impact of support on IL; likes and
dislikes, and IL from exam-oriented learning to IL) and adjustment issue. It is
noted that language skills as a whole influence IL in contrast to previous
understanding which shows that IL influence language skills (see Tian, 2008;
Tan, 2011). Alongside, learning support influences both language and IL skills.
This present a cyclical process of learning competency and the key for gradual
change lies with the nature of learning support that steers the learning process
as a whole.
In the course of investigating the impact of language skills on IL, it was found
that students initial enthusiasm towards their studies in the UK mislead them at
the point of assessment, when they found themselves trapped in a learning
culture beyond their comprehension at the early phases, as they realised at later
phases of their studies. Another indication given by students is about the need
for support towards learning patterns that arise from a lack of knowledge about
the practicing learning patterns in the UK. Students find out about learning
patterns in the UK only upon their arrival in the UK. Students indicated that
additional generic learning support has a positive impact on their learning in the
UK.
The student perceptions also indicated that liking in prior and UK-based
learning for support and liking for IL and availability of resources in the UK lead
to successful adjustment in the academic environment in the UK, which is
considered by students as a guarantee for successful learning development. This
is often called widening participation which the researchers realised at later
stage of studies.
Conclusions
Reiterating that students perceptions were central to this study, the Grounded
Theory process explored students voices, additive to the researchers personal
narrative, which are likely to replace some of the existing perceptions about
CHC and non-CHC students in relation to their learning patterns, the adaptation
issues they find in the UK, and the variance in issues among theirs learning
experiences. The process involved in developing ideas from already prevailed
perceptions to more fundamental ideas forms the basis of issues of urgent need
and the differences between these students, relevant to learning encounters.
Though, the literature highlights that cultural and social differences are most
evident among Asian and Western students (Twigg, 2006) because different
students have different cultural and social needs (Wu, 2008). This current study
negates previously held perceptions about Asian students on the basis of socio-
cultural understanding and learning experiences. Students with educational
ambitions are less prone to socio-cultural habits and aspirations; and their socio-
cultural values are only liable to represent their history of prior social
backgrounds; which might be the only way to see diversity in HE (Ahmed, 2011;
Spronk, 2004), this has nothing to do with their academic journey in the UK but
it does provide us more freedom to explore their learning adaptations and
learning abilities.
One example might be worth mentioning that Asian students expressed that
they are the ones respecting their teachers and not their western counterparts.
This does not mean that western students do not respect their teachers but it is
simply a matter of how one culturally perceives the kind of respect. The way
Asian students perceive respect may be differently perceived by western
students (Bakar, 2013). These socio-cultural perceptions are similarly found
among CHC (Tian, 2008) and non-CHC students (Ahmed, 2011) which means
that Asian students as whole, from both CHC and non-CHC backgrounds, share
a range of socio-cultural similarities.
On a similar note, steering academic aspects are the ones to sustain the basis of
students academic journeys. For example, student revelations, about IL as a
solid learning approach, will encourage and ease formulating teaching
strategies but what really constitutes and sustains this approach is also
important. For one to continue IL, it appears vital to have adequate language
skills, in particular academic writing and expert level of oral skills through
which students enable themselves to transmit ideas more effectively (Bakar,
2013). The level of incompetent language skill (particularly written) originates as
a result of different interpretation students conceive and convey. Indeed
students with inadequate language skills are less likely to demonstrate coherent
argumentations during demonstrations and presentations etc. Similarly, the
ability of coherent analytical approach to argumentation in particular might be
important in academic writing skills for all students in some subject studies
while oral communication skills are already acknowledged as different among
Asian students on the basis of different subject studies (see Entwistle, 2005). The
reason for difference in communication skills requirement in different subject
studies might be that some subject areas do not require competency in speaking.
Hence, the level of required competency in spoken language varies from
discipline to discipline because some subject areas may require intensive spoken
skills for the purpose of demonstration while others dont, and this trend may
not be limited to Asian students. Hence, language skills in respect of academic
disciplines force students to seek alternatives to meet the demand of academic
language skills. Currently students perceptions have revealed the implications
of support from within the learning environment, i.e. from teachers and this was
seen a facilitating factor to overcoming language issues in general. However it is
vital to note that students both multi-ethnic approach to learning and language
enable them to experience a successful transition. This is seen to turn the trend
towards IL skills.
Limitations
As a common practice of research not every issue can be probed in a single
study, nor all aspects of an issue, but those which affect participants more can
realistically be explored (Corbin & Strauss, 2008). Hence in the current study, it
was thought necessary to identify perceptions of both CHC and non-CHC
student in relation to issues they face. It is possible that multiple issues may exist
among sample students, as Tian (2008) and Wu (2008) found among Chinese
students but this study only focused on how different Asian students consider
learning as a process in HE and the related issues they encounter during this
time. Thus the current study forms the basis for HE learning in the UK,
extending the nature of inquiry from Chinese towards Indian and Pakistani
students. The sample was not cohesive in number but was sufficient for the
three-phase interviews, supported by the researcher personal narratives. The
study did not consider concerns other than academic nor sought identify in
broad national (identity) interpretation. Similarly students perceptions
regarding different subject-studies in relation to learning issues were not
explored in detail as it would not have been feasible in a single study, leaving a
gap for further investigation using different analytical and data collection
methods.
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A. 2: Categories
Type Name
Cat 1 Teacher Centeredness
Cat 2 Likes
Cat 3 Dislikes
Cat 4 Independent Learning
Cat 5 Translation Period
Cat 6 Interactive Learning
Cat 7 Multi-ethnic Approach
Cat 8 Learning Support
Cat 9 Learning Guidance
Kaitlin Mathias
The Centre for Family Medicine FHT
Kitchener, Ontario, Canada
Jane Gaffney
M.Ed Student, University of Ottawa
Ottawa, Ontario, Canada
and raised their awareness of specific health care needs with regard to
treating and managing persons with spinal cord injury. Residents
confirmed designing the resource to be accessed anytime and anywhere
will enable them to retrieve information on a need to know basis. A few
residents provided examples of how they applied information they
learned as a result of completing the resource. Conclusion: Effectively
designed eLearning modules that address learner needs can be a viable
approach to providing information to physicians regarding treating and
managing persons with spinal cord injury.
* This research was funded with a grant from the Ontario Neurotrauma
Foundation and the Rick Hansen Institute. The authors would like to
thank them for their support.
1. Introduction
Individuals with spinal cord injury (SCI) face many challenges in maintaining
health and wellness. Barriers to health care include environmental factors such
as the lack of wheelchair ramps, inaccessible doctors office space to maneuver
or transfer to an examination table and lack of appropriate equipment such as
height-adjustable examination tables and grab bars (Guilcher, Munce, & Couris,
2010; Hwang, Johnston, & Tulsky, 2009). Additional complications to
appropriate health care include physicians and health professionals negative
attitudes toward disability (McColl, 2006), limited health professional
knowledge regarding care needs (McColl, Forster, & Short, 2008; McMillan et al.
2014) and health system disincentives for providing care to persons with SCI
(DeJong, 1997; Marks, & Teasell, 2009). Many primary care physicians are not
knowledgeable about SCI and its effects on all body systems and therefore may
be reluctant to assume care for SCI patients (Donnelly et al. 2007; SCIRE, 2010).
Due to the lack of accessible knowledge and services, the primary care for many
individuals with SCI is in the emergency room (Guilcher et al., 2010). Persons
with physical disabilities often have many unmet health needs and are a
population that may have high health care costs due to complex secondary
conditions and higher utilization of emergency departments and hospitals
(Guilcher et al., 2010; McColl et al., 2009). Surprisingly, medical school and
residency training usually includes little, if any, experiences with physical
disability (Long-Bellil, et al, 2011). Some providers are said to lack disability
literacy or disability competence akin to the notion of cultural competence
when providers do not fully understand the issues at hand or do not relate to the
patient in an appropriate manner (Special Interest Group on SCI Model System
Innovation, 2010).
Access to primary care for those with SCI is vitally important as they are at
higher risk for comorbid health conditions such as obesity, diabetes,
cardiovascular disease and other secondary complications such as pressure
ulcers, autonomic dysreflexia, fractures, neurogenic bladder and bowel
complications and pain (Krassioukov, Furlan, & Fehlings, 2003). Middleton
(2008) argues that family physicians are well positioned to identify and manage
some conditions associated with SCI by systematically reviewing health care
concerns and preempting more serious problems this population experiences.
Calls for health care reform aimed at improving access to care for individuals
with SCI have recommended a coordinated and integrated care model that
includes community-based primary care that is patient-focused and ensures
capacity building for health care professionals (Hwang et al., 2009; McColl,
Shortt, & O'Brien, 2006; Lee, Milligan, Hillier, & McMillan, 2013; Lee, Milligan,
Hillier, & McMillan, 2014). There is a critical need to address the lack of
awareness and education of resident family physicians with regard to SCI in
order to facilitate access to primary care for persons with SCI (SCIRE, 2010).
The purpose of this study was to evaluate the Caring for Persons with Spinal Cord
Injury eLearning resource and answer the following research question: How
effective are eLearning modules with regard to meeting learning outcomes of
family medicine resident physicians treating spinal cord injury?
1.1 Context
The Caring for Persons with Spinal Cord Injury eLearning resource was designed
specifically for family physicians who care for or are considering providing care
for, persons with SCI in their practice. Design took place over a 12-month period
(December 2011- November 2012) and involved a team of subject matter experts
(three family physicians; two physiatrists with expertise in SCI, a psychiatry
resident with expertise in SCI, and an advanced practice nurse with expertise in
SCI); an instructional designer, a curriculum and evaluation expert, eLearning
and medical educational researchers; a computer programmer; a graphic
designer; and two administrators in SCI who also are persons with SCI. The
completed program was beta tested by six family physicians. Suggestions were
incorporated and identified problems were rectified and the program made
freely available on the Ontario Neurotrauma Foundation Website and at
http://eprimarycare.onf.org/. The resources consists of the following six modules
identified by SCI content experts to be relevant for family physicians in treating
persons with SCI: Module 1 Autonomic Dysreflexia; Module 2 Neurogenic
Bladder; Module 3 Neurogenic Bowel; Module 4 Pressure Ulcers; Module 5
Respiratory Complications; Module 6 Health Promotion and Maintenance.
Each module includes the following sections: definitions, prevalence,
pathophysiology, signs and symptoms, causes, management and
recommendations, follow-up and references.
2. Methodology
2.1 W(e)Learn Framework
The W(e)Learn framework (MacDonald, Stodel, Thompson & Casimiro, (2009);
Casimiro, MacDonald, Thompson & Stodel, 2009) was adopted to guide the
evaluation of the six eLearning modules. Developed through collaboration
between educators, academics, health care professionals, and industry,
W(e)Learn reflects expertise in curriculum design, psychopedagogy, and
evaluation methods. W(e)Learn outlines four critical dimensions of online inter-
professional educationstructure, content, media, and serviceand is
grounded in socio-constructivist theories and inter-professionalism (see Figure
1). W(e)Learn is intended to elicit four levels of outcome, the pinnacle of which
is organizational change and the resulting improvement in care delivery that
promotes patient well-being (for an interactive version visit
http://www.ennovativesolution.com/WeLearn/).
explanation can account for the feasibility of the program (pluralism), as these
training modules were established from a complex real-world practice.
In order to validate the findings of this study via the triangulation of qualitative
and quantitative data, results were compared from the post-module survey, and
the individual interviews. Inductive and deductive reasoning were used to
interpret the interview data. The writing adopted a narrative tone in order to
best capture the experiences of the residents, and direct quotations were
included when relevant.
Relevant information from the emerging themes was used to weave a story from
the residents perspectives portraying current strengths, practices, barriers,
enablers and challenges, with regards to the eLearning modules. Direct
quotations were used throughout to allow participants voices to be heard and to
obtain objective evidence regarding the residents perceptions of evaluating the
eLearning modules. Residents were provided an opportunity to adapt, remove
or elaborate on any quote or text that misrepresented their perspective.
The validity of this research was primarily supported by the triangulation of two
different forms of data: post-module survey, and individual interviews. Patton
(2002) states that triangulation strengthens research by combining different
types of methods or data. As well as the triangulation of the data, any
disconfirming information was included in the research report in order to
confirm validity.
2.8 Recruitment
Participants included in this study were family physician residents from the
Kitchener-Waterloo campus of the McMaster Department of Family Medicine
Program in Ontario, Canada. It is a two-year program and residents from both
years were invited. The reason we targeted this audience was twofold. Firstly,
family medicine residents likely represent a relatively homogenous group of
practitioners with similarly limited experience and exposure to individuals with
SCI; as entry-level practitioners it would seem logical to target this group in
terms of appropriateness and value of the eLearning modules.
Prior to completing the survey, residents were required to read and sign an
Informed Consent form with a Principal Investigator as a witness. Residents had
the opportunity to ask questions or seek clarification about their participation
prior to signing the form. Residents were informed (both verbally and in
writing) that their participation was strictly voluntary, and that they could
withdraw from this project at any time, refuse to participate, and choose not to
answer any questions.
3. Qualitative Findings
Ten family physician residents volunteered to participate in an individual
follow-up interview. The findings from the ten interviews are chronicled in
the ensuing sections. The findings are organized under facets of the
W(e)Learn framework: structure, content, service, media, and outcomes.
3.1 Structure
Residents responses regarding the Structure of the Caring for Persons with Spinal
Cord Injury online learning resources emerged into three themes: Learner and
Context, Pedagogical Strategies, and Reusability. These themes are discussed in the
following sections.
When asked about their experience with persons with SCI, several residents
reported they had been exposed to their supervisors patients in a Mobility
Clinic. One resident stated, I have seen a few [persons with SCI] in the Mobility
Clinic and emergency department but I am only six months in [to my residency
program]. One resident shared that when she began her residency, she was
intimidated by acquired brain and spinal cord injury. She elaborated:
We didnt get a lot of training in medical school. I had a patient in our
office who had acquired a SCI from a traumatic accident 15 years ago. It
was amazing seeing what she has done. She is now walking short
distances with assistive devices. I really need to know a lot more about
this.
3.1.3 Reusability
Several residents commented that in addition to treating persons with SCI, the
information on pressure ulcers, constipations and degenerative disk disease
make the resource valuable to use in several medical situations and with a
variety of patients. One resident explained: I have seen people with pressure
ulcers when I am in community and hospital rotations. They dont necessarily
have SCI, but having that handy tab for pressure ulcers to go back to is useful.
Another resident agreed with the fact that the information provided in the
resource is reusable beyond its intended scope. Another resident suggested the
resource was versatile and had applicable information for treating a variety of
patients. I have at least one patient who has a traumatic issue and I see tons of
elderly patients with a degenerative disk disease or degenerative spinal disease
from arthritis causing them symptoms of reduced mobility. Similarly, another
resident commented on the value of the resource with the elderly, My
preceptors practice doesnt have many people with SCI. There are a huge
number of elderly patients that have spinal issues. Finally, another resident
suggested that he too would not limit his use of the SCI resource to SCI patients:
The stool chart is something I will use, even for patients without SCI.
3.2 Content
Residents responses regarding the content in the Caring for Persons with Spinal
Cord Injury online learning resources emerged into three themes: Authentic,
Comprehensive, and Engaging. These themes are discussed in the following
sections.
3.2.1 Authentic
All residents stated the content in the resource was authentic. One resident
shared, The content was very clinically relevant. It was organized so you could
tap into things that were most relevant. I have tried to use it with a few
patients. Similarly, a second resident communicated:
I was really impressed with the program. The information was very
clinically relevant. It definitely raised awareness. I have a better chance
of guiding a conversation with someone with these injuries.
When asked if they felt the content in the online modules were authentic and
relevant to their practice, one resident stated:
Especially for the patient I saw six months ago for a physical. I had a
letter from the physiatrist that said what her injury was and her level of
function. At the time I didnt know what any of those things meant. It
would have been really helpful to have done this before. At the same
time, I am going to see her again.
Another resident commented on the authentic information the resource
provided on diagnosing and managing a person with SCI. It had things that we
should know in terms of management and recognition. This is something a
person with autonomic dysreflexia is going to present withthe hypertension.
3.2.2 Comprehensive
Residents consistently said they found the content in the resource inclusive and
comprehensive. One resident stated, The explanations of pathophysiology were
very good. Almost all had a picture and it was basic but detailed enough that I
felt like I could explain it to a patient. It made sense to me. Another resident
elaborated: I thought it was well put together. It was one of those things where
you didnt even know what you didnt know. I was like Oh I need to know
about this. Another resident voiced, The objectives overall were to give us an
exposure to what these things are and some of the pathophysiology behind it. It
was really well done. Finally, a resident shared: It was very straight forward
and basic enough for me to understand. I didnt have any unanswered
questions.
3.2.3 Engaging
When asked if the learning modules kept their interest, most residents indicated
they did. One resident stated, They [the modules] kept me motivated.
Everything seemed clinically applicable and I could see myself working through
these problems. They kept me interested in learning throughout. Another
resident commented: I didnt know this is something that I need to watch out
for in this type of patient. It makes you kind of scared as a doctor. Did it keep
me motivated to learn? Absolutely.
Some residents suggested one of the reasons the resource was able to keep their
interest was because it didnt take too long to go through. I was happy in the
way it was laid out and how everything seemed to move easily and quickly, no
lags.
3.3 Service
Residents responses regarding the Service in the Caring for Persons with Spinal
Cord Injury online learning resources emerged into three themes: Organized,
Accessibility, and Resources. These three themes are discussed in the following
sections.
3.3.1 Organized
When asked what they thought of resource, residents consistently commented
that it was organized. One resident stated, It was really well organized. That
was really great. I thought it was good and clear. A second resident stated,
The content was comprehensive, clear, and well organized. Obviously a lot of
time was spent making sure that it had everything it needed and was really
focused and clear. Lastly, a resident explained her experience with the SCI
learning resource, Overall it was very positive. If I was going for a certain topic,
knew it was there, and wanted to brush up, I would go to the areas I wanted.
When asked if the content followed a logical progression, a resident said, Yes, I
wouldnt change the order of anything. Another resident specified: It seemed
logical. I split it up over a couple of nights, but it made sense. Another resident
also commented on the logical lay out of the resource. The information was
really well laid out and thought out. I found the diagrams helpful for my basic
understanding. It was really practical. One resident reiterated, It was very
user-friendly. If I have a patient or a question about autonomic dysreflexia I
could go back and find the information quickly.
Lastly, a resident asserted her appreciation for the organization of the SCI
resource; The way it is laid out is not too intimidating. I could just click on the
hyperlinks that I thought were most relevant to whatever patient I am seeing.
3.3.2 Accessibility
The most common theme that emerged was that residents were adamant the
resource addressed an important topic omitted in medical school and they
expect they will access the resource in the future. One resident commented, It is
nice to go back to something that says this is the presentation, this is how you
manage it, this is when you refer, and these are the tests you do. However,
residents clarified that because SCI is not something they expect to see often,
having an online resource will allow them to access relevant information when
they need it.
Residents justified that there are hundreds of medical conditions to cover during
family medicine residency, many of which are not covered or adequately
covered in their training and some they do not even experience during their
program. Several residents commented this resource would allow them to access
the information on SCI in a just-in-time manner. One resident clarified, This is
a handy tool that I can go back to. Another resident reported the resource
would be valuable to access in the future, In the event of a patient with a spinal
cord injury who presents with a cough, cold, pressure ulcers, any kind of
constipation, I will definitely use this in the future. Another resident agreed,
These are skills I would like to have in my back pocket so I can refer to when I
have a patient with a spinal cord injury comes in. Finally, a resident affirmed
that she too sees the SCI resource as a valuable source to access relevant
information on a need to know basis. There were some tabs that were content
heavy. In real life what is going to happen is I am going to have one patient with
a specific concern and I am going to go that tab.
3.3.3 Resources
Residents conveyed they appreciated having the information they needed on
SCI conveniently located in one place. Residents repeatedly commented they
found the links providing access to numerous resources beneficial. One resident
explained, I clicked on a few of them [resource links] and they looked really
useful. Access to all relevant resources collected in one place. Likewise, another
resident commented on the resources provided in the links, There were a lot of
good links. There was an American Source link that I found very good and
bookmarked as well.
3.4 Media
Residents responses regarding Media in the Caring for Persons with Spinal Cord
Injury resources emerged into two themes, Navigating, and Technology. These
themes are discussed in the ensuing sections.
3.4.1 Navigating
Every resident reported they found the resource user-friendly and easy to
navigate. When asked how they found navigation one resident responded,
Piece of cake. It was really clear and easy to go through. A second resident
stated, They were easy to navigate. Compared to some other eLearning
modules, these were very easy to get through. Another resident elaborated;
Whoever you paid to develop your website did a good job. I was impressed
with all the graphics. You communicated the ideas effectively. It is nice too
because you can use it on a phone. Similarly, a resident commented, I opened
a few links to find more information and I found that was user-friendly. Finally
a resident specified, When I went on I knew exactly what to do.
Several residents stated they appreciated the fact that the Caring for Persons with
Spinal Cord Injury resource was online. In the words of one resident, I liked that
it is online so I can refer to it whenever I want. Although a few residents stated
they glanced at the resource on their phone, most reported they had completed
the resource on their desktop computer. One resident revealed, There was no
technical difficulty. It would have been nice to try this on different mediums
than just my laptop. A second resident shared, I looked through it on my
phone once.
Several residents explained they access the Internet several times a day to obtain
medical information. In the words of one resident, I use my phone or the
computer to guide my learning ten or fifteen times over the course of the day. I
dont know how people trained in residency before things like Up-To-Date and
other Internet resource were available.
3.4.2 Technology
When asked how the resource could be improved, most residents had little to
say. For example, one resident stated, I dont think you need to do that [make
improvements]. It is well laid out and when I actually need it, it will be there for
me. When asked if anything could be done differently that would have kept
interest, any suggestions made were with regard to using more interactive
technology. In the words of one resident, If we could incorporate some videos
and interactive quizzes, that would encourage you to keep going and motivate
you some more. Another resident suggested adding videos to change it up. I
dont know if some videos would be handy. It wasnt necessary because all of
the information is there and readable, but sometimes to change up the way you
are learning. Another resident communicated, Maybe going through some
case discussions in a video format.
A few learners suggested more diagrams and animation. One learner suggested,
The content was great. There are a few things I think could benefit from an
animation for the visual learner. A second learner testified, Anatomical stuff
would have benefited from a little animation or more pictures to showcase. I am
not a visual learner so it was not a big thing for me. I can see a lot of people
wanting something like that. A third resident stated, More pictures and
animation would be an improvement, but I dont think there was anything that
was a glaring concern or omission. I thought it was well done.
3.5 Outcomes
Residents responses regarding outcomes from the Caring for Persons with Spinal
Cord Injury online learning resources emerged into six themes: New Knowledge,
Bookmarked, Raised Awareness, Sharing with Colleagues, Application, and Increased
Comfort. These three themes are discussed in the following sections.
3.5.2 Bookmarked
One indication that residents plan to access the modules in the future is that
several reported they booked marked the resource. One resident stated, I
bookmarked it. I am going to use it soon for studying for the CCFP exam
(certification exam). It is something I am going to use for the foreseeable future.
Another resident commented, I bookmarked it on my browser because I
thought it was really useful. Another resident shared that he felt the resource
was worth bookmarking. It was easy access and then I bookmarked it so I can
go back. Lastly, a resident shared why she bookmarked the SCI resource:
I was very impressed. I found a lot of information that I didnt
previously know a lot about. I thought the layout was really good
separating it into topics as well as breaking the topics down. There were
some good images. I bookmarked it so I can keep coming back to it.
being more aware of issues related to SCI will make her change to being more
proactive when treating persons with SCI in the future; Knowing and being
aware about autonomic dysreflexia. I am going to be more thorough in
examination with skin changes and be more active in trying to prevent that.
Little practice changes and being more proactive.
3.5.5 Application
Several residents reported that after completing the resource, they realize they
could have managed the treatment of SCI patients better in the past. They went
on to say they intend to apply their new knowledge next time. One resident
confided:
Autonomic dysreflexia, looking back I have seen it before and didnt
recognize it. That module stuck in my mind as something that is going to
be on my differential for certain patient presentations. Being able to
effectively counsel patients around what they might be experiencing and
how to have better prevention.
Another resident discussed how he intends to implement what he learned as a
result of completing the resource; Before this module, those things didnt cross
my mind. I actually saw a patient [since doing the module] and approached
them differently. He had some of the symptoms so I was more comfortable
talking to him about it. One resident reflected:
Looking back I had two patients that I had seen that I should have asked
about things or been more aware about blood pressure or checking for
ulcers. Now seeing patients it changes what questions I ask and how
long I speak to them.
Finally, a resident stated, Talking with the patient after I had done the module,
he was very aware of the things I learnt. So just reminding myself that most of
those patients are very knowledgeable.
4.1 Structure
With regards to the structure of the modules, the majority of responses from the
participants were positive. All 28 of the completed surveys indicated residents
felt the resource met their needs with regards to content, that the resource was
relevant and that the resource engaged them in the learning experience. Twelve
out of 28 participants disagreed that the modules provided opportunities for
problem-solving experiences and 11 out of 28 disagreed that the module
provided opportunities to apply material learned. Eight out of 28 participants
indicated in the open-ended question regarding structure that problem solving
or case studies would be a useful addition in order to make the modules more
interactive.
4.2 Content
With regards to content, the residents opinions were also positive. Twenty-eight
out of 28 felt the content was of appropriate depth and breadth, and that the
content included information that would help them in their personal or
professional lives. Twenty-seven out of 28 indicated that the content was
accurate and free of errors, was well-organized and that the resource included
sufficient online resources. In the open-ended question regarding content,
residents indicated that while the resource was a bit repetitive, it provided
useful treatment recommendations, helpful hyperlinks and diagrams, and that
4.3 Media
Responses related to media were also extremely strong, in particular with
regards to the accessibility of the content. Twenty-eight out of 28 residents
responded that the resource was easy to navigate, provided relevant and
appropriate use of technology, facilitated a meaningful learning experience, and
allowed them to learn using their preferred learning style. Several residents
indicated in the open-ended question on media that videos would be useful
tools to present cases, and that the vertical scrolling could be reduced on some
pages.
4.4 Service
Residents gave the highest marks for service, particularly with regards to the
expertise and level of knowledge presented. All 28 residents indicated that the
resource respected their experience and knowledge, and that the subject matter
experts were qualified and experienced in the industry. Twenty-seven out of 28
responded that there was easy access to support tools, information and help. In
the open-ended question on service, several residents indicated that the
numerous linked resources (particularly the patient handouts) were useful
additions that they would utilize in the future.
4.5 Outcomes
The responses to the outcomes of the module were positive like the other four
constructs. Twenty-eight out of 28 residents said that the resource was
interesting, valuable, and that as a result of their participation in the modules
that they understood new principles. However residents did not respond as
favorably when asked if they had acquired proficiency in new techniques (8
disagree, 4 not applicable) or when asked if they would initiate new ideas
and/or projects in the workplace (4 disagree, 6 not applicable). Several residents
indicated in the open-ended question on outcomes that while the modules were
an informative resource tool, it did not give them proficiency in techniques.
medical conditions, the reality is they are unable to know everything they need
to know on every condition and situation. Residents in this study confirmed that
by designing the SCI resource so it can be accessed anytime and anywhere there
is an Internet connection will enable them to retrieve information from it on a
need to know basis.
Several residents commented that in addition to treating persons with SCI, the
information on pressure ulcers, constipation and degenerative disk disease make
the resource also valuable to use in several medical situations and with a variety
of patients. Designing quality online learning experiences requires considerable
resources in terms of time, effort and money. Creating a resource that is
adaptable to different situations is a sign of quality eLearning design and critical
in the healthcare economic climate. Residents reported the resource was
versatile and had applicable information for treating a variety of patients.
Reusability, generativity, and adaptability are important characteristics of
quality learning resources and a value-added component of any quality-learning
event (MacDonald et al., 2001).
Every resident reported they found the resource user-friendly and easy to
navigate. Several residents stated they appreciated the fact that the resource was
online. Although a few residents stated they glanced at the resource on their
phone, most reported they hadnt tried to access the resource on their phone but
completed the resource on their desktop computer. Several residents explained
they access the Internet several times a day to obtain medical information.
Residents stated they learned new knowledge as a result of going through the
resource. Several of these residents commented specifically on the value of
In addition to raising awareness and knowledge regarding what to look for and
how to treat issues related to SCI, several residents reported that after
completing the SCI resource, they realized they could have managed the
treatment of a SCI patient better in the past had they completed the resource
earlier, and they intend to apply their new knowledge next time. Several
residents commented on how the resource increased their comfort regarding
treating persons with SCI.
There are limitations to this study. The sample group was 28, which may
influence the range of responses; however there was great consistency in the
themes that emerged. The residents participating in this study were from one
particular location of a single family medicine residency program. Residents
might be considered to be more technologically astute then more experienced
family physicians and therefore might have different opinions. Lastly, more
clinically experienced family physicians may have different learning styles and
needs and therefore more research with this group may be necessary.
In conclusion, residents reported they enjoyed the SCI learning experience and
learned new information and raised their awareness with regard to diagnosing,
treating and managing persons with SCI. Residents confirmed that by designing
the SCI resource so it can be accessed anytime and anywhere there is an Internet
connection will enable them to retrieve information from it on a need to know
basis. Therefore, in response to the research question, structuring and designing
a SCI resource that can be accessed conveniently online is a viable approach to
providing relevant authentic information to physicians and/or residents
regarding this vulnerable patient population.
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For the following questions, the available response options are: Strongly disagree,
Disagree, Strongly agree, Agree, Not applicable
Content
1) The content is of appropriate depth and breadth
2) The content is well organized
3) The content is accurate and free of errors
4) The content includes information that will help me in my personal and/or
professional life.
5) The content includes information I will be able to use in my personal and/or
professional situations
6) The content includes sufficient online resources
Media
7) In this resource it was easy to "navigate" through the content.
8) Website features provide relevant and appropriate use of technology
9) The instructions are divided into clear and logical sections
10) Presentation of material utilizes aesthetically pleasing graphics
11) Presentation of material utilizes effective pop-up menus and windows
12) The choice of technological tools facilitates a meaningful learning experience
13) The choice of technological tools allow me to learn using my preferred learning
style
Service
14) The resource respects my experience and knowledge
15) The subject matter experts are qualified and experienced in the industry
16) There is easy access to support tools, information, and help
17) There is easy access to related web-sites
Structure
18) The resource meets my needs with regards to content
19) The resource meets my needs with regards to media
20) The resource kept my interest
21) The resource motivates me to learn
22) The resource is relevant
23) The resource engages me in the learning experience
24) The material follows a logical progression
25) The modules provides opportunities for problem-solving experiences
26) The modules provide opportunities to apply material learned
27) The material challenges and supports my ideas
Outcomes
28) Engaging in this resource minimises or eliminates travel expenses related to
furthering my professional education
29) The resource is interesting
30) The resource is valuable
31) As a result of my participation in these modules I understand new principles
32) As a result of my participation in these modules I have acquired proficiency in
new techniques
33) As a result of my participation in these modules I will initiate new ideas and/or
projects in the workplace
Please complete the following statements:
1. The most valuable aspect of the resource is
2. The design or delivery of this resource could be improved by
3. What, if anything, did you learn in this resource that you will apply in either
your personal or professional life?
Appendix C
Table 1.1: Trainees Responses to the Structure Items for Caring for Persons with SCI
Program Evaluation (N=28)
Response Options
# Answer Options Strongly Disagree Agree Strongly Not
Disagree Agree Applicable
The resource meets my needs
1 0 0 12 16 0
with regards to content
The resource meets my needs
2 0 3 13 12 0
with regards to media
Table 1.2: Trainees Responses to the Content Items for Caring for Persons with SCI
Program Evaluation (N=28)
Response Options
# Answer Options Strongly Disagree Agree Strongly Not
Disagree Agree Applicable
The content is of appropriate
1 0 0 11 17 0
depth and breadth
2 The content is well organized 0 3 11 17 0
The content is accurate and
3 1 0 0
free of errors 18 9
The content includes
information that will help me
4 0 0 0
in my personal and/or 12 16
professional life
The content includes
information I will be able to
5 0 0 1
use in my personal and/or 12 15
professional situations
The content includes
6 0 1 0
sufficient online resources 12 15
Table 1.3: Trainees Responses to the Service Items for Caring for Persons with SCI
Program Evaluation (N=28)
Response Options
# Answer Options Strongly Disagree Agree Strongly Not
Disagree Agree Applicable
The resource respects my
1 0 0 11 17 0
experience and knowledge
The subject matter experts are
2 qualified and experienced in 0 0 14 14 0
the industry
There is easy access to
14 13
3 support tools, information, 0 0 1
and help
There is easy access to related 13 13
4 0 1 1
web-sites
Table 1.4: Trainees Responses to the Media Items for Caring for Persons with SCI
Program Evaluation (N=28)
Response Options
# Answer Options Strongly Disagree Agree Strongly Not
Disagree Agree Applicable
In this resource it was easy to
1 "navigate" through the 0 0 9 19 0
content
Website features provide
2 relevant and appropriate use 0 0 14 14 0
of technology
The instructions are divided
3 0 1 9 19 0
into clear and logical sections
Presentation of material
14 13
4 utilizes aesthetically pleasing 0 1 0
graphics
Presentation of material
11 14
5 utilizes effective pop-up 0 3 0
menus and windows
The choice of technological
15 13
6 tools facilitates a meaningful 0 0 0
learning experience
The choice of technological
17 11
7 tools allow me to learn using 0 0 0
my preferred learning style
Table 1.5: Trainees Responses to the Outcome Items for Caring for Persons with SCI
Program Evaluation (N=28)
Response Options
# Answer Options Strongly Disagree Agree Strongly Not
Disagree Agree Applicable
Engaging in this resource
minimizes or eliminates travel
1 0 0 15 8 5
expenses related to furthering
my professional education
2 The resource is interesting 0 0 18 10 0
3 The resource is valuable 0 0 8 20 0
As a result of my
13 15
4 participation in these modules 0 0 0
I understand new principles
As a result of my
participation in these modules
5 0 8 4
I have acquired proficiency in 9 7
new techniques
As a result of my
14 4
participation in these modules
6 I will initiate new ideas 0 4 6
and/or projects in the
workplace
Emma P. Bullock
Utah State University
Logan, Utah
Abstract. This paper discusses a content analysis of the Saxon Math curriculum
in the middle school grades of 6th to 8th grades. Researchers reviewed the Saxon
math programs philosophical and pedagogical intent in light of common
curriculum ideologies and the adoption of the Common Core State Standards
across the United States. Data were gathered and analyzed in the areas of clarity,
comprehensiveness, accuracy, depth of mathematical inquiry and mathematical
reasoning, organization, and balance. Strengths of the program include
comprehensiveness, accuracy, and organization.
Introduction
Public education is a complex struggle between competing cultural interests,
hard practical and bureaucratic realities, and the needs of various stakeholders.
The political and social conditions of any given time and geographical region,
greatly influence what society deems important, and thus, what should be
passed along to the rising generation. In nothing are political, economic,
religious, social, and educational interests more controversial than what should
or should not be included in the public school curriculum. With the Russian
launch of Sputnik in 1957 and the ensuing passage of the National Defense
Education Act of 1958, the specific development of more rigorous mathematics
curriculum took on a greater urgency in the United States of America. However,
what defines rigorous continues to be, and has only become, more
controversial over time.
and Standard for School Mathematics, followed in 2000. These, along with the
passage of the No Child Left Behind (NCLB) Act of 2001 and the adoption of the
Common Core State Standards in Mathematics (CCSSM) (Common Core State
Standards Initiative, 2010) by the majority of the states, contributed to an even
higher level of accountability in mathematics, with its accompanying emphasis
on high-stakes testing for all groups of students. As such, it became of great
importance to many interest groups from parents, to legislators, to textbook
companies at federal, state, and local levels to determine what constitutes a
rigorous and effective mathematics curriculum.
It is beyond the scope of this project to consider all the mathematics curriculum
available in todays vast offerings. However, it may be of help to various
stakeholders, decision makers, and researchers for systematic content analyses
of particular mathematics programs. Therefore, the purpose of this project is to
provide a thorough content analysis of one specific mathematics program in the
middle grades: the Saxon math middle school sequence consisting of the
curricular resources associated with Course 1, Course 2, and Course 3.
1. Curriculum Ideologies
While many curriculum researchers have given labels to past and current
interest groups (Apple, 2004; Kliebard, 2004; Noddings, 2013), Eisner (2003)
identified six current overarching curriculum ideologies that will be referenced
in this paper as a way to describe the complexities found in the current political
and economic climate in the United States: religious orthodoxy, rational
humanism, progressivism, critical theory, reconceptualism, and cognitive
pluralism. Kliebard (2004) also introduced the concept of social efficiency as an
ideology that will be added to Eisners list. A brief definition of each ideology
follows.
The final ideology considered for this analysis is that of social efficiency.
Kliebard (2004), which emphasizes the creation of a coolly efficient, smoothly
running society. While this ideology had its beginning at the turn of the 20 th
century, aspects of this ideology are so embedded in American culture as to be
almost unconscious. While it is not one of Eisners six current ideologies, and is
unpopular with current researchers, it nonetheless permeates the bureaucratic
and organizational structure of schools to such a degree, there really is no other
ideology that encompasses the current state of accountability.
In the current political climate with the implementation of CCSSM and the high-
stakes testing environment, the rational humanism and social efficiency
ideologies seem to dominate the landscape of mathematics curriculum in the
United States; although aspects of reconceptualism and cognitive pluralism can
be found in the CCSSM as part of the mathematical practices (NCTM, 2000,
2014). Saxon math programs seem to resonate with those interest groups that
have religious orthodoxy, rational humanism, and social efficiency ideological
tendencies. From this researchers experience those with progressive, critical
theory, reconceptualistic, and cognitive pluralistic leanings tend to criticize the
Saxon math program.
Methodology
In conducting this content analysis, the criteria are taken from the
recommendations outlined in On Evaluating Curricular Effectiveness: Judging the
Quality of K-12 Mathematics Evaluations (2004). First, from the disciplinary
perspective, this analysis will look at Saxon maths clarity, comprehensiveness,
Second, from the learner perspective, this analysis will look at the programs
engagement, timeliness and support for diversity, and assessment, defined as
follows:
1. Engagement: How do the materials capture a variety of aspects of attention
to students participation in the learning process that may vary because of
considerations of prior knowledge, interests, curiosity, compelling
misconceptions, alternative perspectives, or motivation?
2. Timeliness and support for diversity: How does this meet the needs of all
students, in terms of the level of preparation (high, medium, low), the
diverse perspectives, the cultural resources and backgrounds of students,
and the timeliness of the pace of instruction?
3. Assessment: How do these materials determine what students know?
Finally, from the teacher perspective, this analysis will look at the programs
intended pedagogy, resources, and professional development (National
Research Council, 2004), again, defined as follows:
1. Pedagogy and resources: How do the materials pay attention to the abilities
and needs of teachers? Do the materials help strengthen teachers content
knowledge? How are children expected to be filtered (grouped)? What
resources do teachers have to deal with various situations?
2. Professional development: What are the expectations of the designers for
professional development? How are teachers expected to develop deeper
understandings?
Participants
While considering these questions, the researcher met with a group of 4 middle
grades mathematics teachers at a suburban, public charter school to
systematically review every lesson to identify which CCSSM standard(s) were
covered (see Appendices A, B and C for coverage tables). The researcher
discussed the best placement with the teachers and came to consensus before
moving to the next lesson. However, sometimes the group decided to go back
and reassess their decisions as future lessons were considered. In all about 50
hours were spent in this analysis.
Results
1. Disciplinary Perspective
Clarity of mathematics content. The philosophy behind the Saxon math
organizational structure does not allow for the identification of major conceptual
ideas in the traditional sense of a unit. While objectives are listed for every
individual lesson, teachers would need to create an awareness of the big ideas of
the CCSSM for their students. There is only minimal help for this in the teacher
materials. Also, because of the distributed and integrated approach, various
standards from third through high school are covered in Course 1 and Course 2.
In Course 3, various standards from 4th through high school are covered. In
addition, topics are arranged in a distributed way. For example, in lessons 66-70
of Course 2, the standard 7th grade text, the following topics are covered with the
corresponding CCSSM standard in parentheses: Ratio Problems Involving Totals
(6.RP.3), Geometric Solids (7.G.3), Algebraic Addition (7.NS.1a, 7.NS.1b, 7.NS.1c,
7.NS.1b), Proper Form of Scientific Notation (8.EE.3), and Volume (6.G.2). While
all of the standards from the 6th, 7th, and 8th grade core are covered in each
respective course if all the lessons are taught with the additional topics from the
Standards Success Books, the depth required by the core would need to be
consciously developed by the teacher. While resources exist to do this, it is not
necessarily laid out for the teacher.
As further examples, in Course 2, only 62 out of the 132 lessons specifically cover
7th grade CCSSM standards. The other 70 lessons include content from 6th grade
(35 lessons), 8th grade (17 lessons), 5th grade (15 lessons), 4th grade (9 lessons),
high school (5 lessons), 3rd grade (3 lessons), and not in the CCSSM (3 lessons). In
Course 3, only 57 out of the 160 lessons include content specifically from the 8th
grade CCSSM standards, the other 103 lessons include content from high school
(45 lessons), 7th grade (33 lessons), 6th grade (32 lessons), not in the CCSSM (7
lessons), 5th grade (2 lessons), and 4th grade (3 lessons). It should be noted that
lessons sometimes cover content from multiple grade standards. It would be
easy for an inexperienced teacher to skip the level of preparation needed to
highlight the big ideas expected by the CCSSM and have students experience a
disjointed collection of various topics. Thus the clarity, expected by the CCSSM,
is the major weakness in the Saxon math middle school offerings.
Accuracy. With the new revisions there are some errors in the solutions
manuals. In some instances, entire blocks of questions are different from the
problems in the student textbooks, especially in Course 2. The problems are less
in the solutions manuals of Course 1 and Course 3. The errors are mainly in the
solutions to the problem sets (homework). There are rare errors in the test
solutions. However, the problems and answers are always correct in the
teachers manual highlighted in red. The examples in the teacher and student
texts and resources are also always mathematically correct. Thus, accuracy for
these materials is a strength if the solutions manuals are disregarded and other
resources are used to grade assignments.
2. Learner Perspective
Engagement. The program has a built in review period at the beginning of each
level. The first 20-30 lessons allow for a review of previous concepts that could
be used to help students that may lack prior knowledge, or these lessons could
be rapidly covered for those who do not. In addition, early finishers in the
written practice offer the opportunity to deepen mathematical learning with
problem solving, cross-curricular, and enrichment activities. Extensions in the
investigations allow students to expand their knowledge of the investigation
concepts, work on their higher-order thinking skills, and explore more
connections. The teacher also has access to Extend the Problem suggestions for
more ways to engage the advanced learner. Performance Tasks and activities
also allow for real-world connections. Graphing calculator activities, online
activities, and manipulative kits are available for greater depth of
understanding. If teachers choose to use these materials, there are multiple ways
to appeal to students with various differentiated needs. However, the materials
are not designed to explore issues of power or social justice. Teachers would
need to supplement such materials if this were a goal of their school or district.
Timeliness and support for diversity. While the developers generally expect
teachers to cover one lesson a day, adaptations are available for faster and
slower paces as needed. Adaptations are available for special education or self-
contained resource classrooms, Title I resources exist for pullout programs, and
a test and practice generator is provided to create individualized worksheets. In
addition, throughout the student text, ESL/ELL students have structures to help
them acquire mathematical understanding through visual models, hands-on
activities, and mathematical conversations and language prompts. Teacher notes
in this area focus on language acquisition, not on re-teaching or simplifying the
mathematics. If social justice issues are not a primary, or even secondary goal,
this is a strength of the Saxon math curriculum.
3. Teacher Perspective
Pedagogy and resources. Teacher materials list the objectives of each lesson, the
materials needed, the math language introduced or needed (including ESL
specific vocabulary), and the technology resources and adaptations available. In
addition, teacher tips referring to ways to use manipulatives, think about
concepts, and anticipate student errors are embedded in the teacher text. Specific
prompts are given to encourage mathematical discourse, develop problem
solving strategies and tie in to past and future concepts. There are many
resources to help teachers with limited abilities including partial scripts, if
desired. Specific sections in the teacher materials help teachers to make
connection to other subjects such as geography, history, science, and sports.
Every ten lessons, possible big ideas are listed such as algebraic thinking,
probability and fractions, equivalence, measurement and geometry, and spatial
thinking. However, teacher learning through inquiry is not explored explicitly.
Discussion
As a comprehensive K-12 program, Saxon math provides a unique choice in
todays curricular offerings. Due to its unusual organizational structure
constructed of distributed units of instruction, integrated strands, and
incremental learning, no other program looks or feels like Saxon math. In
keeping with the developers philosophical and pedagogical intent, the program
has strengths and weaknesses that need to be considered before adoption, as
well as features that may appeal to certain ideological leanings.
Student engagement, resources for diverse needs, and assessment are also
strengths of this program rational humanism and socially efficient perspectives.
Teachers have access to a wide variety of formative and summative paper and
pencil assessments. Many ways to track student progress are embedded in the
program. Teachers also have access to many different ways to engage students,
enrich and enhance learning, and reteach as necessary.
Conclusion
The Saxon math middle school curricular offerings consisting of Course 1,
Course 2, and Course 3, offer a comprehensive, organizationally strong choice to
schools across America. With recent revisions and additional resources ensuring
a complete coverage of the CCSSM, schools can feel comfortable that all relevant
mathematical topics with be introduced. However, schools may hesitate to adopt
the program because the clarity of the mathematics content of the program is a
major weakness due to its lack of organization around big mathematical ideas.
In addition, unless teachers receive specific professional development, it is
possible the program can become more about breadth than depth as intended by
the CCSSM.
References
Apple, M. W. (2004). Idealogy and curriculum (3rd ed.). New York: RoutledgeFalmer.
Common Core State Standards Initiative. (2010). Common core state standards for
mathematics. Washington, D.C.: National Governors Association Center for Best
Practices and the Council of Chief State School Officers.
Dewey, J. (2003). My pedagogic creed. In D. J. Flinders & S. J. Thornton (Eds.), The
Curriculum Studies Reader. New York: Routledge.
Eisner, E. (2003). Curriculum ideologies. In The Educational Imagination: On the Design and
Evaluation of School Programs (pp. 202249). Upper Saddle River: Merrill-Prentice
Hall.
Gardner, H. (1993). Multiple intelligences: The theory in practice. Basic books.
Greathouse, D. (1997). Utilizing Keymath Teach and Practice to improve middle school
students arithmetic skills. Psychological Reports, 81(3), 13611362.
Kliebard, H. M. (2004). The struggle for the American curriculum (3rd ed.). New York:
RoutledgeFalmer.
National Research Council. (2004). On evaluating curricular effectiveness: Judging the quality
of K-12 mathematics evaluations. Washington, D.C.: The National Academies
Press.
NCTM. (2000). Principles and standards for school mathematics. Charlotte, NC: Information
Age Publishing.
NCTM. (2014). Principles to actions: Ensuring mathematical success for all. Reston, VA:
National Council of Teachers in Mathematics.
Noddings, N. (2013). Education and democracy in the 21st century. New York: Teachers
College Press.
Resendez, M. (2008). The relationship between using Saxon Math at the elementary and middle
school levels and student performance on the North Carolina statewide assessment.
Retrieved from
http://saxonhomeschool.hmhco.com/HA/correlations/pdf/s/Saxon_Math_Ar
chival_Report_NC_GR_3-8_2008.pdf
Resendez, M., & Azin, M. (2007). The relationship between using Saxon Elementary and
Middle School Math and student performance on California statewide
assessments. Retrieved March, 15, 2010.
Resendez, M., Fahmy, A., & Azin, M. (2005). The relationship between using Saxon
Middle School math and student performance on Texas statewide assessments.
Jackson, WY: Pres Associates. Retrieved from
http://steckvaughn.hmhco.com/NR/rdonlyres/4C2C4E04-80F6-4201-9CA6-
24C9B956D439/0/SXMath_Middle_TX_research_web.pdf
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math/features/unique-pedagogy
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Appendix A
Table 1: Course 3
Lesson # Content Standard
9 Prime Numbers
Test 1
11 Percents 6.RP.3c
Test 2
19 Polygons 8.G.2
Test 3
Test 4
Test 5
32 Probability 7.SP.5
Test 6
Test 7
42 Volume 6.G.2
Test 8
Test 9
Test 10
Test 11
61 Sequences F.BF.2
Test 12
Test 13
75 Area of a Trapezoid
Test 14
Test 15
Test 16
90 Sets
Test 17
Test 18
Test 19
Test 20
Test 21
Test 22
Appendix B
Table 2: Course 2
Lesson # Content Standard
Test 1
Test 2
Test 3
Test 4
Test 5
Rounding Decimals
Test 6
39 Proportions 6.RP.3
Test 7
Test 8
Test 9
Tets 10
58 Symmetry 8.G.3
Test 11
Test 12
70 Volume 6.G.2
Test 13
Test 14
Test 15
Test 16
89 Diagonals 8.G.5
Interior Angles
Exterior Angles
Negative Coefficients
Test 17
Test 18
98 Scale 7.RP.2d
Scale Factor
Test 19
Test 20
Test 21
Test 22
Appendix C
Table 3: Course 1
Lesson # Content Standard
8 Perimeter 3.MD.8
Test 1
Test 2
Test 3
21 Divisibility 4.OA.1
Test 4
28 Angles 4.G.1
Test 5
Test 6
Test 7
Test 8
47 Circumference; Pi 6.RP.1
Test 9
Test 10
Test 11
Test 12
Test 13
71 Parallelograms 6.G.1
Test 14
78 Capacity 5.ND.1
Test 15
83 Proportions 6.RP.2
Test 16
Test 17
Test 18
97 Transversals 8.G.5
Test 19
Test 20
Test 21
Test 12
Test 13
James M. Hanson
University of New South Wales
Sydney, Australia
Introduction
Inquiry-based learning methods have been adopted in education for two main
reasons: (i) many educators and researchers believe that they help students
develop a deeper understanding of conceptual knowledge (Learning Goal 1)
than is typically attained via traditional teaching methods (Bransford, Brown &
Cocking, 2000; Brown & Palincsar, 1989; Rogoff, 1998; Webb & Palincsar, 1996)
and (ii) inquiry-based learning techniques model the norms and methods of
inquiry in a profession or discipline and therefore develop students capabilities
for engaging in such inquiry for themselves, throughout their personal lives and
professional careers (Learning Goal 2) (Barrows, 1990; Bereiter, 2002a, 2002b;
Bereiter & Scardamalia, 2000, 2003; Feltovich, Spiro & Coulson, 1997;
Scardamalia & Bereiter, 1996, 2006; Schon, 1983,1987; Wells, 1999, 2000, 2002).
Those capabilities are built by mastering the skills in conducting inquiry-related
tasks, by developing an understanding of the principles underpinning inquiry
Self-Directed Learning
Self-directed learning, whether conducted individually or in collaboration with
others, is an activity in which the conceptualisation, design, conduct and
evaluation of the learning project are directed by the learner. (Brookfield, 2009)
Although humans have presumably been engaging in self-directed learning
since time immemorial, the term is now most closely associated, in the English-
Inquiry-Based Learning
Inquiry-based learning, in education, challenges students with questions,
problems or scenarios which are intended to motivate learning. The learning is
achieved by inquiry, which might include such activities as investigation,
experimentation, debate or discussion, to discover or construct answers or
solutions. It often culminates with the learner having to present and explain his
or her findings to others. The learning, so achieved, may be problem-specific or
it may be more general. Inquiry-based learning, in which learners are presented
with questions and assisted to discover or construct answers (ie. concepts), is
often contrasted with direct instruction, in which learners are presented with
concepts directly. In direct instruction, it is the instructor who presents a
concept, explains it and elaborates upon its relationships with other previously-
presented concepts. The learner learns by observing, listening and, hopefully,
thinking about what is being presented. In inquiry-based learning, it is the
learner who does the explaining and elaborating and, although this may require
more time and more effort from the learner, it forces the learner to think
carefully about what is being learned and thus leads to deeper understanding
than might be achieved by direct instruction.
The last decade has witnessed a debate about the conditions under which
inquiry-based learning might be superior or inferior to traditional direct
instruction for the development of students conceptual knowledge (Hmelo-
Silver, Duncan & Chinn, 2007; Kirschner, Sweller & Clark, 2006; Kuhn, 2007;
Tobias & Duffy, 2009). But inquiry-based learning methods also serve another
purpose which is perhaps the main reason for their growing popularity: they
teach students how to engage in systematic inquiry. They place students in the
guided and supported role of young scientist or young social scientist. The
intention is to foster positive attitudes, in students, toward questioning and open
inquiry, and to develop their skills in using analytical techniques (comparing
hypotheses, designing experiments, collecting and analysing data) and engaging
in discourse patterns (debating, offering causal explanations, questioning
assumptions, etc.) which, it is hoped, will enable them to engage in systematic
inquiry throughout their professional and personal lives (Scardamalia &
Bereiter, 2006).
These are the types of personally-relevant questions that motivate learning via
self-directed inquiry and learners often begin by searching for relevant
information provided by informants whom they believe to be knowledgeable.
Today, this process often begins with an internet search. The internet contains
an abundance of information relevant to each of the six questions, listed above,
and many others. The mass media, too, runs regular stories on each of these
topics and many others. What makes these topics media-worthy is that they are
personally-relevant to many people and the answers to these questions are hotly
debated. On topics such as these, the distinction between information and
misinformation is not easily drawn.
Cognitive tools
Cognitive tools are constructed objects or learnable techniques designed assist
human cognition. They enable us to do more cognitively than we would be able
to do without them (Resnick, 1987). A map is a cognitive tool that enables a
skilled user to navigate through an unfamiliar landscape. A simple electronic
calculator is a cognitive tool that allows us to complete calculations more quickly
and with less effort. The technique of long division, learned in elementary
schools prior to the advent of the calculator, was also a cognitive tool which
enabled students to divide large numbers, using only their knowledge of
elementary multiplication tables, up to 10x10. Even scientific theories can be
regarded as cognitive tools which enable explanation and, in many cases,
prediction. Today, the term cognitive tool is most often associated with
computer-based objects & procedures (Jonassen & Reeves, 1996), since a
computer allows us to house a great variety of cognitive tools in a single device
(eg. apps on a smartphone), but computers are not essential to the concept.
Every profession and human pursuit has its own set of cognitive tools. In a
sense, it is skill in using the cognitive tools of ones profession that distinguishes
the more skilled professional from the less skilled. Inquiry-based learning
methods are, quite properly, modelled on the investigative work of natural
scientists and engineers. Learners use some of the cognitive tools used by
scientists influence diagramming, causal model building, hypothesis testing
and so on. But the view of the scientific profession, assumed in inquiry-based
learning, is a purists view, unsullied by the possibility of self-interest or
financial motivations or political ideology. It is a view in which truth always
wins, nature doesnt deceive and, thanks to the scientific method, nor do
scientists. Indeed, in education environments, generally, students are supposed
to assume that textbook writers dont make mistakes and teachers dont set out
to deceive students. Given enough time and sufficient resources, the work of the
scientific community probably does eventually converge on the purists ideal.
Hopefully, questions 1-4 listed above, will eventually have clear answers, thanks
to the scientific work of health scientists and environmental scientists.
Economists and financial analysts express conflicting opinions about question 5,
but time & hindsight will eventually answer that question, too.
Meanwhile, however, people are faced with professional and personal decisions
of real consequence and those decisions cannot wait for hindsight or for well-
established answers from the scientific community. The designers of inquiry-
based learning would typically model this challenge as a scientific challenge to
be addressed by building a causal model, proposing and testing hypotheses and
they would be at least half right. But there is another aspect to this challenge
which tends to be ignored by educators. A well-resourced scientist can
investigate nature directly via experiment or systematic observation & data
collection. The self-directed inquirer can do this, to a limited degree (eg. by
trying out different weight-loss diets) but must depend, for the most part, on
informants. The inquirer, described earlier, will learn about the effects of
anabolic steroids from informants in a misinformation-rich environment.
Since the top ten hits on Google present opposing conclusions, some skepticism
is clearly in order. But universal skepticism, though it might seem like a safe
epistemological position, is utterly useless for practical purposes. Disbelieving
everything is no better than believing everything, when there are judgments and
decisions to be made.
The first judgments required, here, are judgments about the informants,
themselves. This challenge is quite similar to the challenges faced daily by
police investigators and intelligence analysts. These two professions, like all
professions, have developed or adopted cognitive tools to assist them in their
cognitive tasks. Police investigators use evidence, including the claims of
informants, to try to explain how a crime was committed and by whom. The
police explanation, if persuasive, will become the prosecutions account of how
& why the defendant allegedly committed the crime. Intelligence analysts use
evidence, including the claims of informants, to assess the risks of future crimes,
security breaches or acts of aggression. Their assessments and forecasts, if
persuasive, may lead to preventative action by police forces, defense forces or
security agencies. Both of these professions face challenging tasks especially
the intelligence analysts, who have to deal with the future and both work in
misinformation-rich environments, where secrecy and deceit are commonplace
and where the claims of informants may be motivated by a range of factors:
public duty, remorse, greed, fear, loyalty, vengeance, ideology, ego, the desire
for special treatment, the cessation of mistreatment, or any combination of these
(Fitzgerald, 2006).
This article will now introduce The Admiralty Code a cognitive tool for
evaluating information or evidence which has proven sufficiently useful in these
professions to have become part of their standard toolbox of analytical
techniques. Use of The Admiralty Code is sufficiently straightforward to be
included in inquiry-based education programs without requiring much
additional teaching time.
The Code prompts the inquirer to rate each piece of evidence according to:
1. The expected reliability of the source in providing accurate information
on this occasion (rated from A to F). The source might be a person (eg.
the Captain of the Kormoran), a publication (ie. Nature, Wikipedia), a
method of information collection (eg. interrogation of prisoners of war, a
death-bed confession, DNA testing), or some other information source.
A sources reputation is typically based on its track record of providing
accurate information in the past, so one important aspect for assessing
the reliability of the source is its reputation. Another important aspect is
motivation why might the information source be providing this
information? The other major factor for assessing human witnesses is
their competence (proximity to the reported events, fatigue, sensory
limitations, potential for unintentional bias, and expertise in correctly
interpreting what they claim to have seen or heard).
2. The likely validity of the claim (rated from 1 to 6). How does the claim
compare with other evidence that has been shown to be valid? How well
does it fit with existing theories/explanations (eg. is it consistent with the
laws of physics? Is it consistent with the Australian navys standard
procedures in 1941?)
The Code applies a letter (A-F) and a number (1-6) to each piece of evidence to
indicate its credibility. At the top end of the diagonal credibility scale, A1
evidence would be a claim, emanating from a highly-reputable source with no
plausible ulterior motive, which has also been verified by other means. At the
bottom end, E5 evidence would be a claim from a very dubious source which
seems inconsistent with other known facts. The letter F indicates a source with
unknown reliability and the number 6 indicates a claim whose validity cannot
yet be assessed, so F6 evidence should be treated as not yet on the scale. Dealing
with evidence along the diagonal is quite straightforward. A1 and B2 evidence
would be accepted as credible. D4 and E5 evidence would be rejected as non-
credible, with C3 evidence on the borderline. The more difficult judgments are
those that lie off the diagonal. E2 evidence would be a plausible claim from a
source known to have been untrustworthy in the past. It might be worth
looking closely at the sources motive for informing. B5 evidence would be a
very surprising claim from a normally-reliable source. This might require
caution and open-mindedness until it can be reassessed at a later time, when
more information becomes available. A later reassessment might upgrade its
likely validity or simply confirm that it was wrong, all along. A few more such
errors and our B source might have to be downgraded to a C. The inquirer who
uses the Admiralty Code can decide how many cells to color white (credible),
how many to color light-gray (uncertain) and how many to color dark-gray
(non-credible). Light gray cells often indicate that further investigation is
required to try to validate or invalidate this piece of evidence, but this would
require additional investigative work and resources, in addition to time, so an
inquirer has to make a type of cost-benefit decision when choosing to color a
square light-grey. An overly-cautious inquirer might choose to color all cells
light-gray, except for A1 and E5. By doing so, this inquirer can be confident of
never making an erroneous judgment. But, by doing so, this inquirer will also
probably never make a decision.
inquirers do not require all three of these analytical techniques just one, or
perhaps two. But the more challenging the information environment becomes,
the more useful all three of these techniques can be. This case has been chosen
because it shows how all three of these cognitive tools can be used to make
reasonable and defensible judgments even in the most misinformation-rich
environments those characterised by a shortage of evidence and a wealth of
conspiracy theories.
HMAS Sydney was a light cruiser which had an eventful and very successful
campaign in the Mediterranean in 1940. While operating with the British
Mediterranean fleet, she had, on one occasion, engaged two Italian cruisers and
defeated them in a two-on-one gunnery battle, sinking one of the Italian ships
and forcing the other to retire. With a glowing reputation now as the best ship
in the navy, HMAS Sydney returned to Australia in 1941, where she took up
patrol and convoy escort duties in the relatively peaceful waters of the Indian
Ocean (Gill, 1957). In November 1941, HMAS Sydney escorted a troopship,
carrying part of the Australian 8th Division, bound for Singapore, where that
Division was being posted to try to deter anticipated aggression by Japan. Half
way to Singapore, in late-November 1941, HMAS Sydney handed over escort
duties to another cruiser, as planned, and turned back toward Fremantle, its
home port in Western Australia. HMAS Sydney was never seen again.
The German sailors from Kormoran, now prisoners of war, told their
interrogators that they had been sailing northward off Western Australia when
they saw a warship, directly ahead, steaming southward towards them.
Merchant raiders carried torpedoes which could sink a cruiser at close range, but
cruisers carried more accurate, longer-range torpedoes, more guns which were
accurate at a longer range and they had superior speed and combat systems.
Raiders were converted cargo ships which were never designed to fight
warships and their strategic purpose was to create and maintain a hazard for
merchant ships that would tie up British warships in convoy and patrol work. A
raider crews mission was to remain undiscovered for as long as possible. If they
were trapped by an allied warship, they were instructed to scuttle their ship to
prevent items of military value from falling into allied hands. Perhaps the most
valuable item carried by a raider was its enigma machine, used for encoded
communication with other German ships, such as the raider supply ships which
would rendezvous secretly with the raiders to replenish their supplies of fuel,
food and ammunition. A captured enigma machine would enable the allies to
break the German raider fleets code and mop up the remaining raiders and
their supply ships very quickly, freeing up naval resources for the main fight in
Europe and the North Atlantic.
Mindful of their mission, the Kormorans crew tried to evade identification by the
approaching warship. They changed course dramatically from due north to
southwest, turning their stern towards the warship and positioning themselves
between it and the setting sun so that it would be difficult for observers on the
warship to see the identifying details of their own ship. When the warship
changed course to intercept, the Germans increased speed to try to delay a visual
inspection from abeam until after sunset, when identification would be more
difficult. After dark, Kormoran might even have a chance to escape, since
Australian cruisers carried no radar in 1941.
Sydney developed a full head of steam and pursued at high speed, sending
persistent requests, via signal lamp, for the unknown ships name and
destination. After delaying for some time, the Germans eventually replied by
signal flags, but hoisted them deliberately in a position where they were
obstructed by a mast and difficult to see. The setting sun, behind those signal
flags, would have ensured that they were quite unreadable from the bridge of
Sydney. After a long pursuit, Sydneys great speed brought her alongside the
unknown ship before the sun had set and Kormorans options were running out.
But Kormorans captain saw one last chance the Australian ship was alone and
the Australian captain, for whatever reason, had brought HMAS Sydney much
too close, well within easy range of Kormorans torpedoes. If he had to scuttle
Kormoran to prevent capture of his enigma machine, he would do so those
were his orders but at this very close range the Germans might actually have
an even chance, if they chose to fight. At point blank range, the advantage of
surprise might allow them to inflict severe damage on Sydney, before the
Australians could respond with their superior longer-range weapons. If his
disguise failed, the German captain would first try to fight, leaving scuttling as
his last resort.
Sydney asked again for the ships name and destination a clear sign that they
had not been able to read the Kormorans signal flags, earlier. The Germans
replied according to their Dutch disguise, Straat Malakka. Destination Batavia.
Evidently disbelieving, Sydney asked them to display Straat Malakkas secret call
sign, known only to allied ships. Realising that the game was up, Kormorans
crew replied by firing two torpedoes at Sydneys vulnerable hull, only 1,000
yards away. Rapid and accurate shellfire from her four 6-inch guns exploded
into Sydneys bridge, gunnery control tower and forward gun turrets.
Continuous machine gun fire killed the exposed crews manning Sydneys
torpedo tubes and secondary guns, preventing their use. Sydneys main guns
fired back, but when a torpedo struck the hull directly under the two forward
turrets, their four guns fired no more. Within a minute or two, Sydneys bridge
and other command spaces were completely destroyed, all senior officers killed
or wounded, all of her secondary weapon crews killed by machine gun fire and
half of her main guns knocked out by the torpedo blast. Sydney swung wildly to
port, straight towards Kormoran the Germans thought she was trying to ram
them, in a last attempt to take them to the bottom but the Kormoran increased
speed and Sydney just missed, passing close astern. One of her remaining gun
turrets had now jammed facing the wrong direction, leaving only the final
turret, with its two 6-inch guns, to face Kormorans continuing barrage. But those
two guns were enough to inflict fatal damage on a merchant raider. Shells
exploded in Kormorans engine room destroying her engines and starting fuel
fires that could not be controlled. As the burning Sydney steamed slowly away,
Kormorans guns fired shell after shell into her hull, until she was out of range.
Later, when Kormorans uncontrolled fuel fire was approaching her supply of
explosive mines, the German captain gave the order to abandon ship and set off
the scuttling charges to let the sea put out the fire before the crew could be killed
by exploding mines. The Germans reported last seeing Sydney, from their life
rafts, heading slowly south-southeast, toward her home port of Fremantle,
burning furiously from the bridge to the stern. Later, in the darkness, they saw
the orange glow of her fires, over the horizon. Then they flickered and went out.
So said the German informants, but many Australians, including the families of
the sailors lost on HMAS Sydney, found the German account unconvincing. At
best, some thought, the German merchant raider must have been operating in
cooperation with a Japanese submarine. Perhaps the German merchant raider
lured HMAS Sydney toward it to investigate its identity, from a safe distance,
while a Japanese submarine lurked nearby to torpedo the preoccupied warship.
Prisoners of war are not required to provide more than minimal information,
under interrogation, and the German sailors were initially reluctant to say
anything. But allegations had been raised that the German crew may have been
involved in some sort of war crime perhaps operating with a submarine from a
non-combatant nation (Japan) and then machine-gunning the Australian
survivors to remove all witnesses to their crime and some of the Germans had
been threatened with these allegations during their interrogation, in an attempt
to make them cooperate. But this threat of a war crimes charge gave them a
In the late-1940s, with wartime feelings still fresh in peoples memories, it was
perhaps understandable that most of the Australian public rejected the
Germans account of what had allegedly happened to HMAS Sydney, but doubts
persisted well into the 1990s, even among generations born after the war.
Several searches were conducted for the wrecks of both ships, but the perceived
credibility of the German evidence was still so low, that those searches were
conducted far away from where the German captain had said his ship went
down. His report was treated as deliberate disinformation intended to lead
investigators away from the true location of the wrecks which might, it was
thought, reveal evidence of a war crime such as machine-gunning Australian
survivors in their life rafts. The one piece of wreckage that had been recovered
was an Australian life raft which was riddled with holes and this gave greater
credence to the war crime theory. Was this continued rejection (or, at least,
questioning) of the German evidence reasonable?
Using the Admiralty Code to rate the German survivors as information sources,
we will be interested in their reputations, their motivations and their
competence as witnesses. Reputation is difficult to judge, in this case, but in the
1940s, these German sailors may have had a reputation for untrustworthiness
thrust upon them, partly due to wartime prejudice and partly due to the
appalling actions of their Nazi government. In terms of motivation, the first
point is that these witnesses were not innocent bystanders. The account of the
battle that emerged would affect their reputations among Australians but, more
importantly, among their fellow Germans. By November 1941, all of Europe
was either defeated, neutral or allied to Germany, Britain had been isolated and
neutralised as a European land-power, and the German army was approaching
Moscow. These German sailors expected to be sent home as heroes, probably in
1942, as soon as Germany had defeated the Soviets, turned its forces back
towards the west, forced Britain to negotiate peace terms and won the war. One
of their motivations, we can reasonably assume, was to be loyal to their nation
and to their navy, which might be regarded as a reason to portray the events of
that day in a way that reflected well on the German navy and on themselves
brave German sailors fighting honorably against a superior ship and prevailing,
thanks to superior German tactics and leadership. Once they had been
threatened with a war crime charge, a new motivation came in to play self-
protection and self-preservation. The punishment for a war crime could be
severe, even execution. It was the Australian interrogators who gave the
German sailors this motivation, but once it was done it was done. They now
had a motivation to say whatever it took to save their own lives. On the
question of competence, the Australian interrogators were very thorough:
determining which sailors had been in a position to see and hear things directly
and which sailors were merely recounting claims they had heard later from their
crew-mates, as they floated in life rafts or sat in internment camps. But, in any
case, the main doubt about these witnesses, as a source of information, arose
from the motivations that were assumed to be behind their story. It was thought
that they had made up a story, portraying themselves as innocent, to protect
themselves from an Australian war crimes charge. As a source, they might have
been rated D or E.
In rating the German account of events, many of their claims are quite plausible
and consistent with Australian and German naval procedures and the historical
record of previous naval engagements, but there are two glaring inconsistencies:
1. The German account claims that HMAS Sydney drew close alongside
them, which allowed them to torpedo her, but the Australian navy had a
clear procedure for identifying suspicious ships which involved standing
off at a safe distance where the warship would have an overwhelming
advantage in longer-range weaponry, and sending a small motor launch
in to do the close identification. The German account requires us to
accept that the best ship in the Australian navy completely ignored its
own navys procedures.
2. The German account claims that they last saw Sydney, on fire, heading
slowly over the horizon in a south-southeasterly direction, apparently
under control. The German ship was also on fire, yet the majority of the
German crew were able to abandon ship under controlled conditions and
survive in their life rafts until they reached the coast or were picked up at
sea. From HMAS Sydney, there were no survivors, no bodies and no
wreckage, except for one unmanned life-raft, riddled with small holes
(now on display at the Australian War Museum in Canberra). In the
history of modern naval warfare, only a tiny number of warships had
been lost with no survivors and those few had been blown apart when
their magazines exploded catastrophically. Sydney had not exploded.
Why, then, had none of her crew been able to abandon ship? The
German account requires us to accept that HMAS Sydney went down in a
way that was utterly unique in the history of naval warfare.
Many of the Germans detailed claims are plausible, but since they cant be
verified via other sources, they would be rated no higher than 3 on the
Admiralty Codes scale of likely validity. The two problematic claims, described
above, are crucially important to the German account but they are inconsistent
with other known facts. They present us with two incredible surprises: (1) that
Sydneys captain and other senior officers disregarded their navys procedures
not something that military forces are in the habit of doing, and (2) HMAS
Sydney did not explode, but somehow still managed to disappear suddenly and
catastrophically, leaving no survivors an event unique in modern naval
history. Those two claims would be rated very low on the Admiralty Codes
scale of likely validity.
It was the apparent implausibility of these two key German claims that opened
the door to some barely-more-plausible alternative theories, which formed the
basis of the war crimes suspicion. Kormoran had no weapons that could damage
Sydney severely at the long range required by the Australian navys procedures.
Only a lurking submarine could have done that and, in that part of the world, it
could only have been a Japanese submarine. Apart from a few catastrophic
magazine explosions, no warship in modern history had gone down without
survivors, but the lack of survivors might plausibly be explained by a German
(or Japanese) decision to finish off Sydneys survivors with machine-gun fire as
they floated helpless on their life rafts a theory consistent with the one life raft
that was found, riddled with holes, and a ruthless decision which might have
been made to conceal Japanese involvement, 18 days before their planned attack
on Pearl Harbor.
For over 60 years, the Australian publics unwillingness to accept the German
eyewitness accounts as credible evidence, was probably quite reasonable. But
the meagre evidence supporting the conspiracy theories was no better and the
most reasonable position to have taken, before 2008, would have been to
acknowledge that we simply didnt know what happened to HMAS Sydney.
Only further inquiry might help resolve the controversy.
In 2008, another search was mounted for the wrecks of Kormoran and Sydney.
This search was funded by the Finding Sydney Foundation, an independent non-
profit organisation, and conducted by Blue Water Recoveries, a highly-reputable
British deep-sea search and salvage company, led by David Mearns, an
American-born marine scientist and deep-sea search expert. While conducting
background research in preparation for this task, Mearns had been shown a
German-English dictionary, by the nephew of the German captain, in which the
captain had encoded a secret account of the battle for his superiors in Germany,
based on Kormorans log book. When decoded and translated by Captain Peter
Hore RN, this account was almost identical to the German captains testimony
under interrogation in 1941 (Hore & Mearns, 2003). Although self-promotion
might still have been a motivation behind some aspects of the coded dictionary
account, as seems to have been the case in his published post-war narrative
(Detmers, 1975), self-preservation clearly was not, since the coded dictionary
was never seen by Australian authorities, during the war.
Mearns started the 2008 search by assuming that the German account of the
battle location might be correct. It was; the wreck of Kormoran was found just
where the Germans had always said it would be. Following the German
account, Mearns then searched in a south-southeasterly direction and found the
wreck of HMAS Sydney 11.4 nautical miles (13.1 miles or 21 km) away from the
wreck of Kormoran (Mearns, 2009). The German captains claim about the
location of the ships had now been verified by an independent source.
wrecks, indicating a battle at point blank range. It also shows damage from
smaller guns and machine guns around Sydneys torpedo tubes and secondary
guns, just as the Germans had claimed, again indicating a very close range
battle. The video footage shows massive torpedo damage beneath Sydneys
forward main gun turrets and reveals, for the first time that Sydneys entire bow
section eventually broke off, as a result of that torpedo damage. A burning ship
breaking in two and sinking rapidly, while its only living crew members were
below decks, would explain the lack of survivors. The presence of small boats
and life rafts, some still attached to the wreck, show that few, if any crew-
members were able to abandon ship. Indeed, every German claim that was able
to be checked against physical evidence from the wrecks has now been verified.
Step-by-step, through the 40 hours of video footage, the track record and
reputation of those German informants gets better and better. Many German
claims remain untested, but none have been invalidated and those two big,
problematic claims that led so many to doubt the German testimony have now
been verified. David Mearnss video evidence from the sea floor would rate
very close to A1 and, since it verifies the most controversial German claims, the
Germans, themselves, must now be regarded as reliable informants their
verified claims are now rated as A1 or B1 and even their unverified claims as A3
or B3. Indeed, it might now be reasonable to rate one Germans claim as verified
if it is consistent with claims made by other Germans, during interrogation, since
they have now been shown to be very reliable eyewitnesses.
Conclusion
The HMAS Sydney case illustrates the value of The Admiralty Code as a
cognitive tool for guiding learners and investigators in evaluating claims and
evidence. In information environments characterised by competing claims from
a range of sources, the Admiralty Code (or NATO System) can assist an inquirer
to focus on two crucial factors for evaluating the credibility of those claims: the
competence and motivations of the informant, and the consistency of the claim
with what else is known.
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Introduction
Students understanding of phenomena is one of the main targets in science education.
So the nature of the materials involved should be comprehensible to a satisfying
degree. Young children have experiences of their physical environment through
objects and the various materials they are made of. Thus, the way they identify and
distinguish them is considerable for preschool educator in order to organize science
and environmental activities involving appropriate materials and objects.
Johnson (1996, 1998 & 2000) and (Solomonidou & Stavridou, 2000) suggest knowing
materials presupposes the clarification of basic concepts. When, for instance, one
cannot evaluate whether a property is due to the substance or due to the object, then it
is not clear what the change of this property means, i.e. a change of substances during
the phenomenon means a chemical change, whereas a change of only the object (form)
means a physical one.
Moreover, lack of distinction between object and material is quite common; it begins
from early young ages with material and object being interlinked and still exists in
adolescence and beyond. As Piaget (1972) pointed out, concepts occur in children
through the development of the basic ontological categories cause, object, space and
time. So the classifications criteria which children use to define material and object
seem to be important for the particular concepts development and further for their
science education.
Children experience objects putting them into groups according to their common
attributes (Spelke, Kestenbaum, Simons & Wein, 1995). Typically, these categories
could be ontologically distinct and they can form certain concepts (Chi, Slotta, & de
Leeuw, 1994; Keil, 1989; Slotta, Chi & Joram, 1995). The difficulty in making
distinction between materials and object is probably due to their limited ability to
work at the macroscopic level, studying macroscopic properties, whereas it can be
improved in older ages when their ability to work also at microscopic level has been
developed (Dickinson, 1987; Driver, Squires, Rushworth & Wood-Robinson, 2000;
Krnel, Watson, & Glazar, 1998).
In any case, age is one of the major factors affecting childrens ability to describe and
identify materials and objects, contributing in the distinction between them, although
education factors, such as school science curriculum and relevant instructions, could
also be significant (Krnel et al. 1998; Krnel & Glazar, 2003; Liu & Lesniac, 2006;
Michaels, Shouse & Schweingruber 2008; Slotta et al. 1995; Smith, Wiser, Anderson &
Krajicik, 2006). Other factors are the size of the object made by a material, the
childrens familiarity with a certain object and the form of a material (continuous form,
powder, etc). Younger children made relevant classifications using a mixture of
properties of objects and materials. On this basis when classification is applied on
solids, the concept of object is clear and distinct (Saxe, Tzelnic & Carey, 2006). Even
among solids criteria are posed easier on compact than on the flexible, powdered, or
non-rigid ones (Huntley-Fenner, Carey & Solimundo, 2002; Kalish & Gelman, 1992;
Kobayashi, 1997).
As far as criteria and change in the form of objects are concerned, the situation is even
more complicated. In particular, contradictory results were found for the infants
ability to identify the materials after cutting the objects into pieces (Dickinson, 1987;
Driver et al. 2000; Smith, Solomon & Carey, 2005). Infants of 4 years old when an
object was transformed could not see what did changed and what (Michaels et al.,
2008) remained.
Further to the above when such studies approach early ages, verbal communication is
also an important issue (Gelman & Bloom, 2000; Goswami, 1998; Keil 1989; Mitchell &
Riggs, 2000). The development of language makes this explicit. Krnel et al (2003) came
to the conclusion that initially children of early age classify easier than verbalize in a
sufficient way even though they confirm good communication skills by checking
parents education and mother language. The lack of knowledge of specific words
could be a significant factor affecting the validity and the reliability of what is
recorded and evaluated. While an argument is taking place is possible due to false
categorizations, difficulties in the use of appropriate words nave essentialism to
arise (Dickinson, 1987; Gelman & Bloom, 2000; Hicling & Wellman, 2001; Kobayashi,
1997). Additionally, it is also considered that children resist to suggestions and they
are suspicious to questions playing the game of right or wrong ones (Birbeck &
Murray, 2007). Consequently, all these make things even more complicated and
relevant research evidence should be examined as possibly insufficient or under
verification. In this paper verbal communication is tried to be measured by the
number of ontological categories recalled to childrens mind when specific pictures are
shown to them (Cole & Cole, 2000).
In this context and due to the complexity and the importance of this topic for the
understanding of further domains such as environment, physical and chemical
changes, sustainability, the matter concept, it was considered as very important to
further study it, focusing on how five years old preschoolers think and argue when
objects made of specific materials are presented to them under certain circumstances,
asking for identification and classification.
This study aims to: a) investigate how five years old children conceptualize the
concept material and object and how they distinguish them, b) the criteria they use
to identify material and objects and c) whether the criteria they use are relating to
generally characteristics or to extensive or intensive properties of object and
material. The verbal communication ability of the children was also evaluated.
Research purpose
Although, the concept of object is related in fact to three other main concepts i.e., the
material from which is made of, its design and the amount of the material (Johnson
1996, 2000) we made a simplification: As it is about a preschoolers study, we focused
only on the shape (instead of the entire characteristics of a design) and on compact
objects, which means that the amount of the material could be replaced by the
simpler concept of the size (since, in that case, amount and size are analogous to
each other). As a result, we assume that the concept of object can be mainly
characterized by: a) The material b) the shape c) the size
Other characteristics or properties of an object made by a specific material were
considered as secondary additional characteristics. For instance, the color is in fact a
property of a material, which can differentiate the material (for example, different
colors in metallic objects indicate different metals, like silver vs. copper). However, for
simplicity reasons and taking into account the age of the children, we assumed that all
metals, independently of their exact composition (silver, copper, iron, etc) and thus
their color, they are considered as one material (metal).
In the above context the following research questions can be recognized:
How children of that age recognize and classify objects made of specific
materials. Which criteria do they use for such classifications?
How childrens classifications are affected by the complexity of the case
(number of the objects and the materials or transformation of the object)?
Whether verbal communication affects childrens answers.
Method
Sample
The participants were 30 five-year-old children (15 boys and 15 girls). All children
were second grade preschoolers. The particular preschool center had five classes of 25
students each. So we interviewed six children of each class. Especially we picked
them up from every class by the alphabetic catalogue choosing the first, the forth and
the seventh girl and the same procedure for the boys. The sample described well social
and demographic data. All children lived in urban environment; spoke the official
language as mother language. They all had parents graduated of secondary and
higher education, aged of 22 to 41.
Instrument
The collection of the data was based on a number of semi-structured interviews, which
in fact were conversations with the preschoolers in a semi-structured form (Mason,
2003).
Before the main part of the interview, the communication ability was evaluated. Five
photos were presented to the children, in each one of which, a particular item (without
any background) was pictured: a shark (photo 1), a parrot (photo 2), a tin of Cola
(photo 3), a fir tree (photo 4) and a boy playing with bubbles (photo 5). The children
were asked to express what they see in the photo. However, in fact, for each one of the
items pictured in the corresponding photos, a particular number of ontological
categories were preset. In particular, they were as follows:
i) For photo 1: shark, fish, animal, carnivore
ii) For photo 2: animal, bird
iii) For photo 3: tin, refreshment, coke, beverage
iv) For photo 4: plant, tree, Christmas tree
v) For photo 5: joy, sadness
Thus, 15 ontological categories were preset for all the five items. For the evaluation of
the childrens verbal communication ability, we counted every expression that fits to
any of these preset ontological categories Slotta et al (1995). Any other irrelevant
description was rejected.
The main part of the protocol includes three tasks. In each one of the tasks 1 and 2, the
children were asked a) to recognize a number of objects made of particular materials,
b) to classify the objects explaining their criteria and c) to classify again the objects in a
different way if they could explaining again their new criteria. In task 3, the
children were asked to recognize similarities and differences between an initial object
and its pieces after cutting. All the objects, together with their materials, were
common and familiar to the children.
Task 1
For the implementation of task 1, the objects made of the materials that are presented
in Table 1 were used.
Table 1
The objects that are used in task 1
All the nine objects were initially in a box. Each one of the children was asked to take
them out and to put them on the table before questioning. The protocol of the
interviews includes the following procedure:
1. Putting the objects into groups
2. Explain why.
3. After a disarrangement, putting again the objects into (new) groups
4. Explain again way.
Task 2
For the implementation of task 2, the objects made of the materials that are presented
in Table 2 were used. In this task, it is actually a study of twelve different objects, since
there were three different colors in each one of the materials. Thus, although the
overall complexity of the classification was increased, it was more possible for the
children to use the material as a criterion (due to material common characteristics),
since the objects were significantly different in their other main characteristics (the
shape and the size). However, apart from these main characteristics, other secondary
characteristic or properties could be criteria for classification of the objects by the
2015 The author and IJLTER.ORG. All rights reserved.
120
children, like the color. The latter was common in a number of objects e.g., in a
wooden red wheel, in a plastic red baby rattle or in a red dolls t-shirt.
Table 2
The objects that were used in task 2
Scissors
T-shirt
Wheel
Spoon
Pencil
Glove
Rattle
Piece
Doll
Key
Tin
Bin
Metal (different colors)
Wood (different colors)
Plastic (different colors)
Cloth (different colors)
Also in task 2, all the objects were initially in a box. Each one of the children was asked
to take them out and to put them on the table before questioning. The protocol of the
interviews includes the same procedure as in the case of Task 1.
Task 3
In this task, two objects, namely a plastic glass and a paper plate, were presented to
the children before and after cutting into pieces. Children were asked to recognize the
materials after cutting and to state similarities and differences in comparison to the
initial objects.
Each interview lasted about 50 minutes and it was audio recorded. Data were
qualitatively analyzed, although they were also statistically elaborated after coding.
Procedure
The final form of the research tool, including the objects and the materials that were
used, was designed after a pilot study. In the pilot study, two infants, a five-year-old
boy and a five-year-old girl, were interviewed. During the procedure it was clearly
noticed that some objects and materials had to be modified in order to record
responses that ensures data. After the necessary changes we proceed to the main
study. To be more specific the first metal plate was not recognized easy as a plate. The
round shape made it look more like a cover pan. We also changed the metal tin with
an empty one. The tin in the pilot was full as we had decided to use covered
materials. The content distracted the children and they seemed to be more interested
to find what is inside than focus to the groups they were told to make.
like color green, Christmas balls, branches and leaves, soil and woods. The photo with
the refreshment was described as cola tin, refreshment, a metal box, soda, something
red, like beer, being cool, something that adults drink. In the fourth photo picturing a
parrot, children described it mainly as a bird and wild animal. Furthermore they
mentioned characteristics such as, it is like chicken, like pigeon, it talks, it is green, it
flies, it is a night bird and it has feathers and a beak. In the last photo (a boy playing
with bubbles) children described a boy who, is playing with the bubbles, is joyful, feels
good, laughs and likes what he does.
Apart from the above descriptions, children did express and describe the expected
ontological categories. They used the expected words which indicate the ontological
categories a fir tree, a cola, a parrot. Some of them used more than one word to
describe the photo: A shark, it is dangerous, it eats fishes, dolphins and men. Boy
No3 It is a parrot an animal like a chickenBoy No 4 A treea Christmas
treewith green leaves Girl No 21. The majority of them used the exact words we
expected to. They seem to handle ordinary ontological categories in a sufficient way
adding words strongly connected to the photos. Counting every childs description
that fits to a corresponding category, a total score was recorded for each one of them.
The results of the analysis indicated that two of the children were able to express and
describe 5, 7 or 8 ontological categories, while five of them did express and describe 9,
10 or 12. Seven children did describe 11 and only one of them express 13 or 14
ontological categories.
Based on the logic of the quartiles (25%, 50%, 25%) of the distribution of childrens
verbal communication ability, as it is presented in the Figure 1, we tried to distinguish
children in three main categories, Low Level category (LL), Medium Level (ML)
category and High Level category (HL). However, due to inconvenience in fitting
these percentages in the numbers expressing the childrens ability, it comprised 6
children in LL, 17 in ML and 7 in HL category respectively. The corresponding
childrens verbal communication ability is 0-8 for LL, 9-11 for ML and 12-14 for HL.
Besides, the categorization of the sample in LL, ML and HL in that context did not
really help in clarifying the main question of this study. Although one can see
differences among them throughout the three recognition and classification tasks, we
2015 The author and IJLTER.ORG. All rights reserved.
122
could not find any specific relevant correlation. For instance, maybe it is not random
that in all these tasks and subtasks, only one LL preschooler in one subtask (see last
Table 6) recognized an object made by a material whereas in all the other cases the
LL preschoolers of the sample recognized and categorized only either a material or
an object; however the picture is not clear also in the other two categories (ML and
HL).
Task 1
When the 9 objects of task 1 were put on the table (see Table 1), children were asked to
recognize them, naming every one of them. There was a variety of designations in
their responses, since many children designated in some cases only the material of the
object (e.g. this is plastic), in some other cases only the object (e.g. it is spoon) and in
some cases both of them (e.g. a glassy plate). In Table 3, one can see the number of
designations in childrens recognitions (object material object made by a material)
and one who gave no designation of any kind of recognition.
Table 3
The number of childrens responses in each of the cases of task 1 (recognition, 1st
classification, 2nd classification)
Properties
Material
Material
Material
Utility
Utility
Object
Object
Object
Number of 4 5 0 3 1 0 1 2 3 0 0 1 3
LL Children
Number of 12 11 2 7 6 1 4 12 10 1 1 4 8
ML
Children
Number of 6 3 1 1 2 0 3 5 5 0 0 2 3
HL
Children
Total 22 19 3 11 9 1 8 19 18 1 1 7 14
Number of
Children
As one can see in Table 3, the designations are numerous, since many children used
more than one designation in order to recognize the 9 objects, i.e. in some cases they
recognized them as objects, in some others as materials and in some others as objects
made by a specific material. Some relevant examples are given below:
These are plates and spoons [Boy No14], he recognises in a very clear way the
specific objects and insists on the plural of the words plate and spoon. A glass like a
mirror, a glass, a spoon, plastic spoon and a plastic plate [Girl No 2] this child seems to
recognize the objects based first on material, afterwards on object only and then
continues with both of them.
When children were asked to put the nine objects into groups, there was also a variety
of classifications in each case. Some of the children (one of the ML category and
especially three of the LL category), did not understand the procedure that is asked
and further instructions had been given. The final results of the childrens 1st
classification are presented in Table 3. As one can see there were four criteria that was
used by the children: The first included verbal references about material as: iron,
plastic, glassy, metal, bronze, paper, something like metal, tin. The second category
included verbal references about objects as plates, glasses, spoons. The third
category included verbal references about properties as: (color) white, grey, silver,
gold, dark, the same color, (hardness) hard, (fragility) it can break, (sparkle) shiny, like
a torch, like a mirror, (sound) they have the same noise, because they hurtle the same,
(scheme) is round, because they stand. The fourth category included verbal references
about utility as: because we eat food with the spoon, we can stir the coffee, we eat
cakes, we drink juices, I thought it was tea and we sip a little.
However, similarly to recognition, also in 1st classification, there were many cases
where the same child used more than one criterion. For example: When girl No 7 was
asked why she had put particular objects together firstly she said because they are
white and white focusing obviously on the property of color. Trying to explain the
other groups that she had made, she said they are plastic they are glassy they are
iron. Another child, Girl No15, made a group of three glasses and said that this one is
tough and the other one is tough, they are glassy and also they are making the same noise.
An overview of childrens criteria in this 1st classification shows that children use
mostly the criterion of properties for such a classification, whereas also the criteria of
material and object are used quite often. They used less the criterion of utility.
The next step of Task 1 was to rearrange the nine objects on the table and ask every
child to try again to put them into new groups so that they have something in
common. The results were different in this second attempt of classification (see Table
4). Although a number of children used again more than one criterion in order to
accomplish this 2nd classification, many children could not proceed to a new
classification. Comparing childrens criteria in this 2nd classification with those in the
1st classification, one can see that the criterion of material is used more often, whereas
the criteria of properties and object are used less.
The criterion of properties is the most frequent during both the classifications,
following by the criterion of material, whereas third is the criterion of object. Only
one child in each classification referred to an object made by a material, indicating
perhaps that such multiple criteria are quite sophisticated for them. It is also
noticeable that a half of the children remained steady in their preferences along the
classifications. Particularly, 7 children used the material as criterion of classification,
1 the utility, 7 the properties and 11 children used more than one. Some changes in
their preferences were: from object to material 2 children, from material to object 2,
from material to more than one 1. In addition, when the criterion in the 1st
classification was the material, the properties was in the 2nd one. When the criterion
in the 1st classification was the object, the utility usually follows in the 2nd one.
When the above findings were related to those of childrens verbal communication
ability, some interesting relations were found (see Table 4). Since all the ML and HL
children had reported 9 to 14 ontological categories in their descriptions, it was
expected that they probably would follow this initial tendency also when they use and
define categories over recognition, 1st and 2nd classification. However, this did not
happen as they seem to be rather laconic. As for the use of the criteria, the criterion of
material was present over the three levels, although the children of LL also preferred
to use the criteria of utility and properties more often than the other two levels. In
addition, although we expect that the level of communication could also affect the
use of the criterion of object made by a material, the analysis showed that children
did not use it no matter the level they belonged (to), (with) the exception of five times.
Task 2
In this task, there were 12 objects on the table (see table 2) and children were asked
first to recognize them, naming every one of them, and then to classify them in two
attempts. Again, there was a variety of designations in their recognitions, as one can
see in Table 4.
Table 4
The number of childrens responses in each case of task 2 (recognition, 1st
classification, 2nd classification)
Properties
Material
Material
Material
Utility
Utility
Object
Object
Object
Number of 0 5 0 3 0 0 3 6 1 0 0 1 3
LL Children
Number of 1 14 6 5 0 0 8 10 5 0 0 7 9
ML
Children
Number of 0 7 3 4 0 1 4 12 1 1 0 2 2
HL
Children
Total 1 26 10 12 0 1 15 28 7 1 0 10 14
Number of
Children
Since in this task, there were 12 different objects, this criterion (of the object) is
present in almost all childrens responses. They recognized all the given items as
objects. However, a number of children used the object made by a material criterion,
whereas one child referred to material. The object made by a material was
2015 The author and IJLTER.ORG. All rights reserved.
125
recognized in cases of the plastic ball, wooden toy and the iron bottle, where the
material was more obvious to observe it and to combine it with the object. On the
contrary, the red wooden wheel was mostly recognized as a circle.
Although the same reason as previously in recognition, i.e. there were 12 different
objects, in the 1st and the 2nd classifications of this 2nd task, the criterion of object was
almost absent in childrens justifications. The massive use of criterion of the object in
recognition was not followed by a similar tendency afterwards in classifications. On
the contrary, the criteria that dominated were properties and utility. (See also Table 5)
In the 1st classification 15 childrens statements were with the utility of the objects.
Their answers included verbal references to how can objects be used. Such an extract is
following [Boy No1]:
- Put them into groups to have something in common. Why did you put these together (glove,
spoon, key, t-shirt, pencil and one left aside).
- We wear this t-shirt. We get something with this. This is a box to put things inside. This is a
toy and another toy.
The criterion of properties was used by 28 children, including verbal references about
color. They mentioned some colors and the word color itself. An extract is given
below [Girl No 5]:
- Why did you put these together? (Pencil, t-shirt, baby rattle)
- They are red.
- And why these? (Spoon key, tin)
- They have the same color grey.
- And why these? (Pencil, toy doll)
- They are like grey and like grey. Same color
- Why did you put these together? (Glove, cloth)
- Same color.
Generally, in their descriptions, children were using the exact words like wooden, wool,
glass, steel or plastic for material or particular colors for the property of color, as well
as they were using verbs like eat, keeps us warm, etc for utility. As for the procedure
that the children followed during the first grouping, this appears to have some
particular steps. Initially, they put the objects in numerous groups. They described
their reasoning, talking bout properties for every single object. Then they made
comparisons, managing to notice as more common characteristics as possible. The
resulting small groups had usually two objects in some occasions three and some
times an object was left to be the last one apart from the others. The properties that
had been referred by the children, mostly concerned the color, the hardness the
fragility, the sound or some characteristics of the design e.g. , they are hard [Boy
No27], the end of scissors will break [Girl No24], it is the same sound [Girl
No24] they have heads [Boy No30]. The utility was described for each one the
glove is used for the cold and the key to unlock the door [Girl No24]. When they
discussed about pairs they had reasoning like because scissors cut the cloth [Boy
No29], whereas when they discussed about triads or more, they began to make a story
A man wears the t-shirt, gets out of his home with his key and his suitcase [Boy
No11].
For the needs of the 2nd classification of task 2, we rearranged the objects on the table
and asked the children to try again to put them into new groups, thinking if they have
something in common. The categories were then similar to the first grouping i.e.,
object, material, object made by material, properties and utility as Table 5
shows. A new finding at this stage was that, 8 children did not make any groups. Even
though we gave instructions again, they could not make any progress. A careful look
at the answers of these children in their first classification of task 2 shows that they
2015 The author and IJLTER.ORG. All rights reserved.
126
used more than one criterion. This means that they maybe used up all the possible
criteria they could think of and any further encouragement would be meaningless.
Furthermore, the grouping at this second attempt, followed the same pattern as in the
first one as for the distribution of the children into the categories. Thus, although the
majority of the children applied all the criteria, when the criterion of material was the
dominant one, the second choice was the properties; when the dominant criterion
was the object, the second was the utility. Generally, the number of criteria was
increased as the children moved from the recognition to the 1st and 2nd classifications
i.e., in both classification they used much more criteria even in cases of children who
were laconic in recognition. There were only two exceptions in children, who steadily
were choosing the material and the utility throughout the procedure.
Comparing the above findings to those of task 1, one can see that the criterion of
material is not the most preferable as it was possibly expected. Since the criterion of
object is constrained by the use of 12 different objects in this task 2, the use of
material could be more massive in comparison to the task 1. However, many of the
materials used in this task 2 were covered, as they were presented in the way they
appear to be in everyday life, e.g. colored wooden toy. This was maybe the reason for
a different procedure in their evaluation and classification and for the promotion of
other criteria such properties and utility. Simple forms of materials, such the metal
tin and the metal key facilitated its recognition and thus, in those cases the material
dominated as a criterion.
When the above findings for task 2 were related to those of childrens verbal
communication ability, no clear relations were found (see also Table 5). This could be
expected, as in this task 2 there were 12 different objects. Thus, all the children, no
matter their level of verbal communication, chose in first recognition the criterion of
object. During the grouping, they all chose properties and utility as criteria and
not material, object or object made by a material. In addition, the level of
communication seems to be in unexpected analogy with their choices. Children with
LL and HL chose firstly one criterion and steadily remained to one or two criteria no
matter their ability to use categories.
Task 3
Initially, a paper plate and the same paper plate cut to pieces were put on the table.
Children were asked to recognize them and to refer differences and similarities
justifying their responses.
Table 5
The number of childrens responses in case of paper plate of task 3 (recognition,
differences and similarities)
Object
Number of 5 6 0 0 4 0 1 0 3 1 0 1 1
LL Children
Number of 14 15 2 0 6 1 4 6 1 5 2 2 5
ML
Children
Number of 7 7 0 1 1 1 4 0 0 2 0 2 3
HL
Children
Total 26 28 2 1 11 2 9 6 4 8 2 5 9
Number of
Children
As Table 5 shows, the majority of the children recognized both, the paper plate and the
same paper plate cut to pieces as paper or plate whereas only few as paper
plate. As for the differences and the similarities between the paper plate and the same
paper plate cut to pieces, children were mostly responded without justifications. When
there were justifications, they were mostly due to the properties like the color and
less due to new status, i.e. children mentioned the words cut or piece. Only in few
cases, they were based on the material. The justifications were in general short and
some examples are given below:
Let me show you something else now. What is it?
It is a plate.
What is made off?
It is made of paper.
[We are cutting it] Have they anything in common?
No.
Have they something different?
It is cut. [Girl No7]
What is it?
It is a plate.
What is made off?
It is made of plastic.
[We are cutting it] Have they anything in common?
They have.
What?
This is cut. We can put it together.
Have they something different?
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128
No [Girl No9]
Further to the above, a plastic glass and the same plastic glass cut to pieces were put
on the table. Children were asked again to recognize them and to refer differences and
similarities justifying their responses.
Table 6
The number of childrens responses in case of plastic glass of task 3 (recognition,
differences and similarities)
Object
Number of 4 5 1 0 4 0 2 0 1 0 0 0 2
LL Children
Number of 10 11 4 1 8 0 7 1 1 7 0 3 5
ML
Children
Number of 6 6 1 0 2 0 5 1 0 4 1 3 2
HL
Children
Total 20 22 6 1 14 14 2 2 11 1 6 9
Number of
Children
As Table 6 shows, the results are similar to the previous procedure with the plate.
Many of the children recognized both, the plastic glass and the same plastic glass cut
to pieces as objects or materials and less of them as plastic glass. As for the
differences and the similarities between them, again children were mostly responded
without justifications. May be it is difficult to answer this kind of questions in a clear
way. In general terms, similarities as color seem to be easier to be found. Color is the
most used characteristic in that case of similarities. In differences children only
mentioned that the object was afterwards cut in pieces. It was not found a straight
answer about the lost shape in a cut object; possibly, it is implied in answers like it is
cut or it is in pieces.
The cutting of the object did not really change the whole picture as it is formed so far.
Although the majority of the children could affirm the existence of differences and
similarities pre and post cutting, they could not give more information about them,
and words like it is the same material was not clearly recorded. Children rather
observed the changes in the form of the objects and in some occasions they talked
2015 The author and IJLTER.ORG. All rights reserved.
129
about the new status (e.g. it is cut, it is a piece) in terms of new object characteristics,
advocating the priority of the object in such ages (Dickinson, 1987).
When the above findings were related to those of childrens verbal communication
ability, no significant relationship was found. The majority of the children provided
justifications in a similar way. (See Tables 5 and 6)
Conclusions
Children conceptualize material and object when they act on objects made of by
various materials. As far as the recognition of the objects made by specific materials is
concerned, it seems that preschoolers tend to recognize and name, either, objects or
materials rather than objects made by materials. When the possibilities are equal for
the two concepts, as in task 1 where there is in fact a combination of three objects by
three materials, children almost equally recognize the object or the material without be
able to specify any particular reason. A similar distribution between the two concepts
holds true for the recognition of task 3, although there are some children in that task
naming objects made by materials. On the contrary, when different object are present,
as in task 2, children focus on the objects at the first place, whereas material seems to
be a second option for them. As a result, children recognize the material only when
first have recognized the object and thus, there are children referring to objects made
by materials in this case. Maybe this originates from the young ages, where, as
Dickinson (1987) reports, children have already developed a primarily knowledge of
objects, in contrast to the material that even in the age of 9-10 is overshadowed by the
object.
The same sense concerning an overshadowing of the material by the object one may
has when studying the results concerning the classifications of task 1 and 2. In task 1
where the possibilities for the two concepts are equal, children did use them equally,
although the dominant criterion is a mixture of properties of objects and materials, as
in the research of Krnel and Glazar (2003), following by the criterion of utility. The
material starts to take the advantage as criterion in comparison to the object in the 2nd
classification, when children were looking for alternative criteria, showing probably
that the material is not a priority for them as criterion. On the contrary, utility and
mainly properties still are intensively present although there is a fade in their
appearance.
The above thoughts are also supported by the results of the task 2. In the first
classification of the task 2, where 12 different objects are under classification, it was
expected that material would be the dominant criterion. Although, children responses
reveal material as a significant criterion, indeed, properties and utility were again the
dominant criteria. In addition, properties of the material (mainly the color) seem to
take the advantage. Almost the same is the picture in the 2nd classification and,
although children had fewer choices in that classification, material did not take any
advantage. In sort, in accordance to other researches (e.g., Krnel et al. 1998; Krnel and
Glazar 2003), it seems that the material is not an easy choice as criterion for such
classifications by the 5 years old preschoolers.
The evaluation of the childrens verbal communication ability revealed many kinds of
expressions and descriptions related to the items pictured in the photos. Although the
childrens distribution of Figure 1 is in line with a number of researchers thoughts
(Dickinson, 1987; Gelman & Bloom, 2000; Kobayashi, 1997) about the existence of
childrens difficulties in the use of appropriate words, these difficulties seem to be
limited and the number of the preschoolers with low level of communication was
rather expected. On the contrary, the majority of them did express and describe the
preset categories and in some cases, with more than the expected words. This could
positively affect the validity and the reliability of the study, although in such cases any
relevant conclusion should be under further investigation (Birbeck & Murray, 2007).
Nevertheless, it seems that the simplicity or the complexity of the whole context of the
tasks does not really affected childrens priorities in the criteria posed for such
classifications. The material appears to be overshadowed by the object in this age and,
in line with the relevant researches, it probably follows the cognitive development of
each child. However, if one thinks about the importance of these two concepts for the
understanding of many other topics in science education, the question that could pose
here is how science educators could help children to clear things up a question for
further investigation.
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