Mathematics teachers knowledge
Teacher knowledge has been modelled as a multi-faceted construct (Ball et al., 2008; Blömeke and Delaney 2012; Shulman 1987). Various frameworks have been proposed to classify the components of teacher knowledge based on the seminal work of Shulman (1986, 1987); amongst others, these frameworks include the widely cited classification by the project Mathematical Knowledge for Teaching (MKT, Ball et al. 2008). In this framework, teacher knowledge is mainly described as subject matter knowledge (SMK) and pedagogical content knowledge (PCK).
More recently, in the first international teacher education study conducted under the auspices of the IEA, the Teacher Education and Development Study in Mathematics (TEDS-M), teacher knowledge was the core component of professional competence of pre-service mathematics teachers at the end of their education. In the framework of TEDS-M, teacher knowledge was differentiated mainly according to mathematics content knowledge (MCK), mathematics pedagogical content knowledge (MPCK), and general pedagogical knowledge (GPK) (Blömeke and Kaiser 2014; Tatto et al. 2008). In the relevant research, these three components of teacher knowledge have been considered as important factors for effective mathematics instruction and students’ mathematical learning (Baumert et al. 2010; König et al. 2014). In the present study, the framework developed in TEDS-M was adopted to describe and classify pre-service mathematics teacher knowledge in China.
Content knowledge is one of the core components of teacher knowledge in every framework mentioned above, which mainly refers to the knowledge of the subject matter and its organizing structure (Shulman 1986). Teachers’ understanding of the subject matter includes the awareness of important structures of the subject and goes beyond factual knowledge (Petrou and Goulding 2011). Similarly, content knowledge in mathematics includes both the basic factual knowledge of various branches of mathematics such as algebra, geometry, number and data—included in the framework of TEDS-M—and the conceptual knowledge of structuring and organizing principles of mathematics as a discipline (Blömeke and Delaney 2012). Furthermore, as part of their content knowledge, teachers need to understand both “that something is so” and “why it is so” (Shulman 1986, p. 9). Although a deep understanding of mathematical content is needed in order to successfully accomplish their professional activities (Döhrmann et al. 2012), it needs to be taken into account that MCK differs from advanced academic mathematics knowledge offered at institutes of higher education, as well as from everyday mathematical knowledge (Kleickmann et al. 2013).
PCK refers to subject-specific knowledge for teaching, to make subject matter accessible to students (Shulman, 1986). Ever since the work of Shulman (1986, 1987), PCK has been regarded as an important topic in research on teaching and teacher education. Shulman (1986) identified two components that are central to PCK, namely, knowledge of instructional strategies and representations, and knowledge of students’ (mis)conceptions, which was later extended. For example, in the field of mathematics education, Krauss et al. (2008) proposed within the COACTIV study that mathematics teachers’ PCK should include knowledge of mathematical tasks, knowledge of students’ existing conceptions and prior knowledge, and knowledge of mathematic-specific instructional strategies.
Similarly, in the TEDS-M project, the following two sub-domains of PCK were differentiated: (a) curricular knowledge and knowledge of planning for mathematics teaching and learning; (b) knowledge of how to enact mathematics for teaching and learning (Tatto et al. 2008). The first sub-domain mainly refers to knowledge at the pre-active stage, such as establishing appropriate learning goals, seeing connections within the curriculum, planning and selecting appropriate activities and methods, predicting typical student responses and misconceptions, and planning appropriate instructional methods. The second sub-domain refers to knowledge at the interactive stage, including knowledge of how to analyze and evaluate students’ mathematical solutions and arguments, provide appropriate feedback, and analyze and diagnose students’ questions (Döhrmann et al. 2012; Tatto et al. 2008).
Mathematics teachers’ beliefs
Teachers’ beliefs have been one of the most broadly investigated topics in the field of mathematics teacher education. However, so far, no agreed definition of beliefs has been developed (Leder 2019). One common trend is to define teacher beliefs as “psychologically held understandings, premises, or propositions about the world that are thought to be true” (Philipp 2007, p. 259). Similarly to the construct of teacher knowledge, teacher beliefs have been regarded to be a multifaceted construct (Cross, 2009; Ernest, 1989). In terms of mathematics teacher’s beliefs, the critical components include beliefs about the nature of mathematics, and beliefs about mathematics teaching and learning (Ernest 1989; Speer 2005; Thompson 1992).
Teachers’ beliefs about the nature of mathematics refer to teachers’ “conscious or subconscious beliefs, concepts, meanings, rules, mental images, and preference concerning the discipline of mathematics” (Thompson 1992, p. 132). In the TEDS-M study, the framework proposed by Grigutsch et al. (1998) was employed to conceptualize the nature of mathematics from the following four views: formalism-related view, scheme-related view, process-related view, and application-related view. Fundamentally, the first two views, namely, the formalism-related view and scheme-related view, mainly describe mathematics as being static, consisting of accurate results and infallible procedures, or as a procedure-driven body of facts and formulas (Blömeke and Kaiser 2014; Thompson 1992). In contrast, the latter two views, namely the process-related view and application-related view, conceptualize mathematics as a dynamic and continually expanding domain of knowledge based on sense-making and pattern-seeking (Felbrich et al. 2012; Thompson 1992).
Teachers’ beliefs about mathematics teaching and learning refer to teachers’ views on their preferred ways of teaching mathematics, and views on how it is learned, for example, their conceptions of ideal classroom teaching activities, what behaviors and mental activities are involved in mathematics learning, and what constitutes appropriate and prototypical mathematics learning activities (Chan and Elliott 2004; Ernest 1989; Thompson 1992). In the TEDS-M framework, teachers’ beliefs about mathematics teaching and learning were mainly differentiated between two views on mathematics teaching and learning: (1) a knowledge transmission (or “traditional”) view, in which mathematics teaching is seen as a process of knowledge transmission and students receive knowledge from teachers passively, and (2) a constructivist view, in which mathematics teaching is seen as facilitating students’ knowledge construction (Blömeke and Kaiser 2014; Tatto et al. 2008).
Instructional practice
Instructional practice refers to what happens in a teacher’s classroom (Depaepe and König 2018). In literature, various ways have been used by researchers to classify instructional practice, such as teacher-centered (or traditional instruction) and student-centered (or constructivist instruction) (Hogan et al. 2013). In mathematics education, after the implementation of mathematics curriculum reform globally at around the year 2000, student-centered instruction or inquiry-based instruction has been widely advocated in many countries (Cai and Howson 2013). In such an approach to mathematics instruction, students are supposed to engage actively in meaningful and real life related mathematical problems or activities so that they can make conjectures and investigations, collect and analyze data, and communicate and collaborate with their peers. In this approach, the teacher works mainly as a facilitator guiding students’ activities (Wilkins 2008).
Mathematics instruction has also been accepted as a multidimensional construct (Kelcey et al. 2019). While investigating teachers’ instructional practice, cognitive activation and providing student learning support have been specifically emphasized by researchers (e.g., Baumert et al. 2010; Depaepe and König 2018). In mathematics instruction, the aspect of cognitive activation refers to how cognitively challenging teachers’ instructional strategies and selected tasks are for students (Kunter et al. 2013). Student support refers to the teacher’s well-judged support for students’ learning process, when they meet difficulties during working on the cognitively challenging tasks (Depaepe and König 2018; Kunter et al. 2013).
Many methods have been used in previous studies in order to study teachers’ instructional practices, such as classroom observation conducted by external observers (mainly via video-recording), and student ratings and self-reported survey by teachers (mainly via questionnaire survey) (Depaepe and König 2018). However, either method has its own advantages and disadvantages. The self-reported way has been widely employed by researchers. With a main aim of involving a relatively large group of participants. Teachers are aware of strengths and weaknesses of their instructional practices, which should be reflected in their ratings of questionnaire items. They are able to relate the content of such items to a relatively long period of teaching time, whereas external observation usually accounts for a thin slice of teacher–student interaction in the classroom, which may limit generalization of observational data. Whereas student ratings of instructional practice are valid regarding classroom interaction visible to students, such as the prevalence of disruptive student behavior, teacher ratings are valid also concerning the evaluation of instructional concepts that are behind the visible teaching processes in the classroom (Wagner et al. 2013). However, since teacher ratings may be “biased by self-serving strategies or teaching ideals” (Kunter and Baumert, 2006, p. 231), empirical results should be interpreted with caution.
The relationship among teacher knowledge, beliefs and instructional practice
During the past decades, researchers explored already how teacher knowledge and teacher beliefs influence their teaching practice, especially in mathematics education. First, in terms of the relationship between MCK and teaching practice, it has been theoretically argued that teachers’ MCK has a direct relationship with their instructional practices (e.g., Ernest 1989). Similarly, in the review conducted by Fennema and Franke (1992), they concluded that “when a teacher has a conceptual understanding of mathematics, it influences classroom instruction in a positive way’’ (p. 151). However, the empirical findings are less clear. For example, Hill et al. (2008) reported that teachers with stronger Mathematics Knowledge for Teaching (MKT) (including common and specialized mathematics content knowledge) made fewer mathematical errors, responded more appropriately to students, and chose examples that helped students construct meaning. In contrast, Shechtman et al. (2010) found that teachers’ MKT did not correlate with the three areas of instructional decision-making investigated in their study: decisions about topic coverage, choice of teaching goals, and use of technology.
Such inconsistent findings suggest on the one hand that teachers’ subject matter knowledge alone does not ensure effective teaching performance (Kahan et al. 2003). On the other hand, it may imply the existence of other types of knowledge, such as pedagogical content knowledge (PCK), which might be more closely related to teachers’ instructional practices. Indeed, in empirical studies PCK has been recognized as a knowledge facet needed by teachers to provide high quality instruction. For example, Baumert et al. (2010) found that, compared with teachers’ MCK, teachers’ MPCK was more powerful in predicting instructional quality as conceptualized by the cognitive demand of tasks used during teaching. Similarly, Speer and Wagner (2009) found that due to the lack of MPCK, even teachers having extensive teaching experience and possessing strong content knowledge still faced challenges when trying to provide analytic scaffolding to move whole-class discussions toward a lesson’s mathematical goals.
Besides the fact that teachers’ knowledge shapes teachers’ practices, teacher beliefs, including beliefs about the nature of mathematics and its learning and teaching, have long been argued as another critical factor, which may influence teachers’ instructional practice. For some researchers, compared to teacher knowledge, teacher beliefs are an even stronger influential factor. For example, as Ernest (1989) pointed out, it is possible for two teachers with similar knowledge to teach mathematics in quite different ways due to their different beliefs about the nature of mathematics and its teaching and learning.
Due to the critical role played by teacher belief in teachers’ practices, many studies have investigated the relationship between the two aspects. However, the relationship between teacher beliefs and instructional practices was found to be a “subject of controversy and is acknowledged to be both subtle and complex” (Beswick 2007, p. 96). In some studies, teacher beliefs were found to be consistent with teachers’ teaching practices (e.g. Wilkins 2008) and in other studies, inconsistencies between teacher beliefs and teachers’ practices were reported (e.g. Raymond 1997).
However, it has been generally accepted that for the implementation of a reformed mathematics curriculum, teachers need to be equipped with corresponding beliefs about mathematics and its teaching and learning (Lloyd 1999). If mathematics teachers’ beliefs are not congruent with beliefs underpinning the reformed mathematics curriculum, then it will affect the degree of the implementation of the innovation ideas (Handal and Herrington 2003). Based on the global move towards group discussion, collaboration and inquiry ways of mathematics teaching (Paine et al. 2016), teachers’ dynamic beliefs about the nature of mathematics and constructivist beliefs about mathematics teaching and learning seems to be more closely related to reform based styles of mathematics teaching.
In addition, researchers also argued that teacher knowledge and teacher beliefs interact to shape teachers’ decisions and actions in classrooms (Charalambous 2015). How exactly this interaction works, however, has not been examined broadly. A few qualitative studies explored how teacher knowledge and teacher beliefs jointly influence instructional practice. For example, Zhang and Wong (2015) found that in-service mathematics teachers in China with similar professional knowledge interpreted students’ mathematics learning differently due to differences in their beliefs about mathematics. Bray (2011) investigated how four American third-grade teachers’ beliefs and knowledge influenced their error-handling capacity. The study found that teachers’ ways of handling student errors during class discussion of mathematics were clearly linked to both teacher beliefs and teacher knowledge, with some aspects of teacher response being more strongly linked to knowledge and others being influenced more by beliefs. More recently, Charalambous (2015) also investigated how three American pre-service mathematics teachers’ knowledge and beliefs interacted to influence their practices. His study found that teachers, who possessed only strong knowledge, could not ensure the creation of mathematically rich environments, and teachers with beliefs that are inconsistent with reform-based curriculum could impede teachers from performing in ways that their knowledge could otherwise have supported.
Such findings from previous qualitative studies may suggest that teacher beliefs will not only directly influence teachers’ teaching practices but that they may also mediate the relationship between teacher knowledge and instructional practice (Charalambous 2015; Wilkins 2008). A few quantitative studies indeed verified the mediating role played by teacher beliefs. For example, Wilkins (2008) investigated the relationship between 481 in-service elementary teachers’ MCK, their beliefs about the effectiveness of inquiry-based instruction and their use of inquiry-based instruction. The study found that beliefs partially mediated the effects of content knowledge and instructional practice. Similarly, Campbell et al. (2014) investigated 266 upper-grade elementary teachers’ MCK and MCPK, perceptions and students’ achievement and found that teachers’ beliefs regarding mathematical solutions and instruction to support incremental mastery of skills interacted with content and pedagogical content knowledge.
A brief description of mathematics education context in Mainland China
Due to the cultural, historical and political differences, the history of the development of mathematics education at both primary and secondary school level in Mainland China is quite different from the history of mathematics education in most Western countries. Therefore, the modern mathematics movement did not exert any influence on the development of mathematics education in Mainland China. Basic mathematics skills and traditional mathematics topics such as Euclidean geometry have kept their relevance until now (Zhang et al. 2016). Right after the establishment of The People’s Republic of China in 1949, mathematics textbooks used in Mainland China were adopted directly from the former Soviet Union. Mathematics education in the former Soviet Union emphasized the rules and regulations of basic knowledge and the rigor of proof, including the training of logical reasoning (Zhang et al. 2004). Such features were not only reflected in the textbooks published in 1952 and in the subsequent revised textbooks, but also significantly influenced the ways mathematics teaching and learning were conducted in Mainland China (Xu 2013).
Against this background, even though the mathematics curriculum at primary and secondary school level in Mainland China later experienced several periods of change, a unique feature of Chinese mathematics education practice was gradually shaped, that is, ‘two basics’, namely, basic mathematics concepts and basic mathematics skills (Ni et al. 2014; Zhang et al. 2004). A main characteristic of this culture is the emphasis on the acquisition of foundational mathematics knowledge (e.g., mathematical definitions and principles), and problem solving skills other than the development of students’ creative thinking (Leung 2001, 2017). Mathematics teaching is “predominantly content orientated and exam driven. Instruction is very much teacher dominated and student involvement minimal” (Leung 2001, p. 35). In addition, students have few opportunities for group work or activities but do routine exercises individually and repeatedly in order to solve problems quickly later (Leung 2001; Ni et al. 2014).
The emphasis on accurate and abstract mathematics in mathematics classrooms and the development of students’ problem solving skills under the ‘two basics’ mathematics education culture on the one hand equipped Chinese students with a solid foundation in mathematics, which helped them perform quite well in international comparative studies. On the other hand, limitations of this culture, such as neglecting the processes of constructing and advancing mathematics knowledge, the connections between different forms of knowledge, and especially the connections between mathematics and students’ real lives and its application in these contexts, and students’ active role in the learning of mathematics, have been recognized and criticized (Ni et al. 2014). Due to limitations of this sort, in 2001, the Chinese government started a new round of mathematics curriculum reform. Constructivism was “borrowed” from the West “as a dominant theory” (Tan 2017, p. 241), which underpins this round of mathematics curriculum reform.
Therefore, under the influence of constructivism, fundamental changes were made to the selection and inclusion of mathematics content, mathematics teaching and learning methods and assessment systems (Ni et al. 2014). Significant changes were also made to the description of mathematics itself in the reformed mathematics curriculum standards and its revised version. Instead of the excessive emphasis on the abstract and rigorous nature of mathematics, mathematics was further described as a tool, a foundation for science and technology, which is able to be applied in all the aspects of social production and daily life, and a kind of human culture as well (Ministry of Education 2001, 2011). In terms of mathematics teaching and learning methods, fundamentally, teachers were strongly encouraged to use inquiry-based mathematics instruction, which can facilitate the processes of knowledge construction and the application of knowledge. In addition, students were encouraged to use various ways of learning mathematics such as self-exploration and cooperation with their peers, rather than receiving information entirely from their teachers (Ministry of Education 2001, 2011). In other words, a significant change in mathematics instruction is encouragement for the traditional teacher-centered approach to be replaced by a student-centered approach (Tan 2017).
Research questions and hypotheses
This study investigates the relationship between Chinese pre-service teachers’ knowledge, beliefs and self-reported instructional practices, namely: MCK, MPCK, beliefs about the nature of mathematics, beliefs about mathematics teaching and learning, and instructional practices. We hypothesize the following:
a direct effect of MCK and MPCK on instructional practice;
a direct effect of beliefs about the nature of mathematics and beliefs about mathematics teaching and learning on teachers’ instructional practice;
a mediation role played by beliefs between MCK, MPCK and instructional practice.