Skip to main content

Measuring Change in Mathematics Learning with Longitudinal Studies: Conceptualization and Methodological Issues

  • Chapter
Large-Scale Studies in Mathematics Education

Part of the book series: Research in Mathematics Education ((RME))

Abstract

Learning is fundamentally about growth and change. Longitudinal studies of mathematics learning must therefore conceptualize, measure, analyze, and interpret changes in students’ mathematical thinking. This chapter provides a perspective on how researchers can deal with issues entailed in researching such change over time, drawing on the authors’ experiences with two longitudinal projects in the USA and China. Both the LieCal (Longitudinal Investigation of the Effect of Curriculum on Algebra Learning) project and the China project studied the effects of curriculum on student learning. Based on these projects, several challenges are discussed, including the complexity of conceptualizing and measuring change in mathematical thinking, the importance of appropriate analytic techniques, the need to consider long-term change, and critical concerns when interpreting the correlates or causes of observed change.

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

eBook
USD 16.99
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book
USD 109.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book
USD 109.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

References

  • Betebenner, D. W. (2008). Toward a normative understanding of student growth. In K. E. Ryan & L. A. Shepard (Eds.), The future of test-based educational accountability (pp. 155–170). New York: Taylor & Francis.

    Google Scholar 

  • Brophy, J., & Good, T. L. (1986). Teacher behavior and student achievement. In M. Wittrock (Ed.), Handbook of research on teaching (pp. 328–366). New York: Macmillan.

    Google Scholar 

  • Burton, L. (1984). Mathematical thinking: The struggle for meaning. Journal for Research in Mathematics Education, 15, 35–49.

    Article  Google Scholar 

  • Cai, J. (1995). A cognitive analysis of U.S. and Chinese students’ mathematical performance on tasks involving computation, simple problem solving, and complex problem solving. Journal for Research in Mathematics Education monograph series 7. Reston, VA: National Council of Teachers of Mathematics.

    Google Scholar 

  • Cai, J. (1997). Beyond computation and correctness: Contributions of open-ended tasks in examining students’ mathematical performance. Educational Measurement Issues and Practice, 16(1), 5–11.

    Article  Google Scholar 

  • Cai, J. (2000). Mathematical thinking involved in U.S. and Chinese students’ solving process-constrained and process-open problems. Mathematical Thinking and Learning, 2, 309–340.

    Article  Google Scholar 

  • Cai, J. (2007). Empirical investigations of U.S. and Chinese students’ learning of mathematics: Insights and recommendations. Beijing, China: Educational Sciences Publishing House.

    Google Scholar 

  • Cai, J. (2014). Searching for evidence of curricular effect on the teaching and learning of mathematics: Some insights from the LieCal project. Mathematics Education Research Journal. doi:10.1007/s13394-014-0122-y.

    Google Scholar 

  • Cai, J., & Moyer, J. C. (2006). A conceptual framework for studying curricular effects on students’ learning: Conceptualization and design in the LieCal Project. Paper presented at the annual meeting of the International Group of Psychology of Mathematics Education, Prague, Czech Republic: Charles University in Prague.

    Google Scholar 

  • Cai, J., Moyer, J. C., Wang, N., & Nie, B. (2011). Examining students’ algebraic thinking in a curricular context: A longitudinal study. In J. Cai & E. Knuth (Eds.), Early algebraization: A global dialogue from multiple perspectives (pp. 161–186). New York: Springer.

    Chapter  Google Scholar 

  • Cai, J., Ni, Y. J., & Lester, F. (2011). Curricular effect on the teaching and learning of mathematics: Findings from two longitudinal studies in China and the United States. International Journal of Educational Research, 50(2), 63–143.

    Article  Google Scholar 

  • Cai, J., Wang, N., Moyer, J. C., Wang, C., & Nie, B. (2011). Longitudinal investigation of the curricular effect: An analysis of student learning outcomes from the LieCal project in the United States. International Journal of Educational Research, 50, 117–136.

    Article  Google Scholar 

  • Cai, J., Moyer, J. C., & Wang, N. (2013a). Longitudinal investigation of the effect of middle school curriculum on learning in high school. In A. M. Lindmeier & A. Heinze (Eds.), Proceedings of the 37th Conference of the International Group for the Psychology of Mathematics Education (pp. 137–144). Kiel, Germany: PME.

    Google Scholar 

  • Cai, J., Moyer, J. C., Wang, N., Hwang, S., Nie, B., & Garber, T. (2013b). Mathematical problem posing as a measure of curricular effect on students’ learning. Educational Studies in Mathematics, 83, 57–69.

    Article  Google Scholar 

  • Cai, J., Silber, S., Hwang, S., Nie, B., Moyer, J. C., & Wang, N. (2014). Problem-solving strategies as a measure of longitudinal curricular effects on student learning. In P. Liljedahl, C. Nicol, S. Oesterle, & D. Allan (Eds.), Proceedings of the 38th Conference of the International Group for the Psychology of Mathematics Education and the 36th Conference of the North American Chapter of the Psychology of Mathematics Education (Vol. 2, pp. 233–240). Vancouver, BC, Canada: PME.

    Google Scholar 

  • Christie, C. A., & Fierro, L. A. (2010). Program evaluation. In P. Peterson, E. Baker, & B. McGaw (Eds.), International encyclopedia of education (Vol. 3, pp. 706–712). Oxford: Elsevier.

    Chapter  Google Scholar 

  • Fisher, A., & Foreit, J. (2002). Designing HIV/AIDS intervention studies: an operations research handbook. Washington, DC: Population Council.

    Google Scholar 

  • Ginsburg, H. P. (Ed.). (1983). The development of mathematical thinking. New York: Academic.

    Google Scholar 

  • Hatano, G. (1988). Social and motivational bases for mathematical understanding. In G. B. Saxe & M. Gearhart (Eds.), Children’s mathematics (pp. 55–70). San Francisco: Jossey Bass.

    Google Scholar 

  • Heckman, J., Doyle, O., Harmon, C., & Tremblay, R. (2009). Investing in early human development: Timing and economic efficiency. Economics and Human Biology, 7, 1–6.

    Article  Google Scholar 

  • Hiebert, J., & Carpenter, T. P. (1992). Learning and teaching with understanding. In D. A. Grouws (Ed.), Handbook of research on mathematics teaching and learning (pp. 65–97). New York: Macmillan.

    Google Scholar 

  • Hmelo-Silver, C. E. (2004). Problem-based learning: What and how do students learn? Educational Psychology Review, 16, 235–266.

    Article  Google Scholar 

  • Hwang, S., Cai, J., Shih, J., Moyer, J. C., Wang, N., & Nie, B. (2015). Longitudinally investigating the impact of curricula and classroom emphases on the algebra learning of students of different ethnicities. In J. A. Middleton, J. Cai, & S. Hwang (Eds.), Large-scale studies in mathematics education. New York: Springer.

    Google Scholar 

  • Kieran, T., & Pirie, S. B. (1991). Recursion and the mathematical experience. In L. P. Steffe (Ed.), Epistemological foundations of mathematical experience (pp. 78–101). New York: Springer.

    Chapter  Google Scholar 

  • Krathwohl, D. R. (2002). A revision of Bloom’s taxonomy: An overview. Theory Into Practice, 41, 212–218.

    Article  Google Scholar 

  • Krutetskii, V. A. (1976). The psychology of mathematical abilities in schoolchildren. Chicago: University of Chicago Press.

    Google Scholar 

  • Li, Q., & Ni, Y. J. (2011). Impact of curriculum reform: Evidence of change in classroom practice in the mainland China. International Journal of Educational Research, 50, 71–86.

    Article  Google Scholar 

  • Linn, R. L. (2007). Performance standards: What is proficient performance? In C. E. Sleeter (Ed.), Facing accountability in education: Democracy and equity at risk (pp. 112–131). New York: Teachers College Press.

    Google Scholar 

  • Loveless, T. (2008). The misplaced math student. The 2008 Brown Center Report on American Education: How well are American students learning? Washington, DC: Brookings.

    Google Scholar 

  • Ma, X. (2010). Longitudinal evaluation design. In P. Peterson, E. Baker, & B. McGaw (Eds.), International encyclopedia of education (Vol. 3, pp. 756–764). Oxford, England: Elsevier.

    Google Scholar 

  • Mayer, R. E. (1987). Educational psychology: A cognitive approach. Boston: Little & Brown.

    Google Scholar 

  • Mislevy, R. J. (1995). What can we learn from international assessments? Educational Evaluation and Policy Analysis, 17(4), 419–437.

    Article  Google Scholar 

  • Moyer, J. C., Cai, J., Wang, N., & Nie, B. (2011). Impact of curriculum reform: Evidence of change in classroom practice in the United States. International Journal of Educational Research, 50, 87–99.

    Article  Google Scholar 

  • National Research Council. (2001). Knowing what students know: The science and design of educational assessment. Washington, DC: National Academy Press.

    Google Scholar 

  • National Research Council. (2004). On evaluating curriculum effectiveness: Judging the quality of K-12 mathematics evaluations. Washington, DC: The National Academies Press.

    Google Scholar 

  • Ni, Y. J., Li, Q., Cai, J., & Hau, K. T. (2009). Has curriculum reform made a difference? Looking for change in classroom practice. Hong Kong, China: The Chinese University of Hong Kong.

    Google Scholar 

  • Ni, Y. J., Li, Q., Cai, J., & Hau, K. T. (in press). Has curriculum reform made a difference in classroom? An evaluation of the new mathematics curriculum in the Mainland China. In B. Sriraman, J. Cai, K-H. Lee, F. Fan, Y. Shimuzu, C. S. Lim, K. Subramanium (Eds.). The first sourcebook on Asian research in mathematics education: China, Korea, Singapore, Japan, Malaysia and India. Charlotte, NC: Information Age.

    Google Scholar 

  • Ni, Y., Li, Q., Li, X., & Zhang, Z.-H. (2011). Influence of curriculum reform: an analysis of student mathematics achievement in mainland China. International Journal of Educational Research, 50, 100–116.

    Article  Google Scholar 

  • Ni, Y. J., Zhou, D., Li, Q., & Li, X. (2012). To feel it to better learn it: Effect of instructional tasks on mathematics learning outcomes in Chinese primary students. Paper presented at the third meeting of the EARLI SIG 18 Educational Effectiveness, Zurich, Switzerland, 29–31 August 2012.

    Google Scholar 

  • Ni, Y. J., Zhou, D. H., Li, X., & Li, Q. (2014). Relations of instructional tasks to teacher-student discourse in mathematics classrooms of Chinese primary schools. Cognition and Instruction, 32, 2–43.

    Article  Google Scholar 

  • Polya, G. (1945). How to solve it. Princeton, NJ: Princeton University Press.

    Google Scholar 

  • Raudenbush, S. W., & Bryk, A. S. (2002). Hierarchical linear models. Newbury Park, CA: Sage.

    Google Scholar 

  • Reynolds, A. J. (2000). Success in early intervention: The Chicago Child-Parent Centers. Lincoln, NE: University of Nebraska Press.

    Google Scholar 

  • Schoenfeld, A. H. (1992). Learning to think mathematically: Problem solving, metacognition, and sense making in mathematics. In D. A. Grouws (Ed.), Handbook of research on mathematics teaching and learning (pp. 334–371). New York: Macmillan.

    Google Scholar 

  • Schoenfeld, A. H. (Ed.). (1997). Mathematical thinking and problem solving. Mahwah, NJ: Erlbaum.

    Google Scholar 

  • Steen, L. A. (1999). Twenty questions about mathematical reasoning. In L. V. Stiff & F. R. Curcio (Eds.), Mathematical reasoning in grades K-12 (1999 Yearbook of the National Council of Teachers of Mathematics). NCTM: Reston, VA.

    Google Scholar 

  • Stein, M. K., & Lane, S. (1996). Instructional tasks and the development of student capacity to think and reason: An analysis of the relationship between teaching and learning in a reform mathematics project. Educational Research and Evaluation, 2, 50–80.

    Article  Google Scholar 

  • Sternberg, R. J. (1999). The nature of mathematical reasoning. In L. V. Stiff & F. R. Curcio (Eds.), Developing mathematical reasoning in grades K-12 (pp. 37–44). Reston, VA: National Council of Teachers of Mathematics.

    Google Scholar 

  • Sternberg, R. J., & Ben-Zeev, T. (Eds.). (1996). The nature of mathematical thinking. Hillsdale, NJ: Erlbaum.

    Google Scholar 

  • Vernon, D. T., & Blake, R. L. (1993). Does problem-based learning work? A meta-analysis of evaluative research. Academic Medicine, 68, 550–563.

    Article  Google Scholar 

  • Weiss, C. H. (1998). Evaluation: Methods for studying programs and policies (2nd ed.). Upper Saddle River, NJ: Prentice Hall.

    Google Scholar 

Download references

Acknowledgments 

Preparation of this article was supported by grants from the National Science Foundation (ESI-0454739 and DRL-1008536) and Research Grant Council of HKSAR, China (CERG-462405; CERG-449807) and the National Center for School Curriculum and Textbook Development, Ministry of Education of People’s Republic of China. Any opinions expressed herein are those of the authors and do not necessarily represent the views of the funding agencies.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Jinfa Cai .

Editor information

Editors and Affiliations

Rights and permissions

Reprints and permissions

Copyright information

© 2015 Springer International Publishing Switzerland

About this chapter

Cite this chapter

Cai, J., Ni, Y., Hwang, S. (2015). Measuring Change in Mathematics Learning with Longitudinal Studies: Conceptualization and Methodological Issues. In: Middleton, J., Cai, J., Hwang, S. (eds) Large-Scale Studies in Mathematics Education. Research in Mathematics Education. Springer, Cham. https://doi.org/10.1007/978-3-319-07716-1_13

Download citation

Publish with us

Policies and ethics