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Development and evolution of instrumented schemes: a case study of learning programming for mathematical investigations

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Abstract

We are interested in understanding how university students learn to use programming as a tool for “authentic” mathematical investigations (i.e., similar to how some mathematicians use programming in their research work). The theoretical perspective of the instrumental approach offers a way of interpreting this learning in terms of development of schemes by students; these development processes are called instrumental geneses. Nevertheless, how these schemes evolve has not been fully explained. In this paper, we propose to enrich the theoretical frame of the instrumental approach by a model of scheme evolution and to use this new approach to investigate learning to use programming for pure and applied mathematics investigation projects at the university level. We examine the case of one student completing four investigation projects as part of a course workload. We analyze the productive and constructive aspects of the student’s activity and the dynamic aspect of the instrumental geneses by identifying the mobilization and evolution of schemes. We argue that our approach constitutes a new theoretical and methodological contribution deepening the understanding of students’ instrumented learning processes. Identifying instrumented schemes illuminates in particular how mathematical knowledge and programming knowledge are combined. The analysis in terms of scheme evolutions reveals which characteristics of the situations lead to such evolutions and can thus inform the design of teaching.

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Acknowledgements

This work is funded by the Social Sciences and Humanities Research Council of Canada (#435-2017-0367) and has received ethics clearance from the Research Ethics Board at Brock University (REB #17-088). We thank all of the research assistants involved in our project for their valuable work toward our research, in particular Kirstin Dreise who significantly contributed by creating Jim’s Excel table of schemes.

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Correspondence to Ghislaine Gueudet.

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Appendices

Appendix 1 Interview question template for MICA projects (i.e., programming-based pure or applied mathematics investigation projects) and associated parts of the development process model

figure a

Appendix 2 Tool developed and used for the analysis of Jim’s mobilization and evolution of schemes

Figure 4 presents a table illustrating the process used to analyze Jim’s schemes throughout his MICA I experience. It is a screenshot of the “articulating” scheme (goal in the green column A) and its rules-of-action, concepts-in-action, and theorems-in-action components (green column E) after Jim’s first labs, its evolution (green column G) during project 1, and then its mobilization (empty green columns I, K, M, O, Q) in his subsequent labs and projects, progressing in time (along MICA I course activities) from column C to R. These were interpreted from evidence in Jim’s data of rules-of-action (blue cells in columns H, L, P) and operational invariants (yellow cells in columns F, J) with their associated strategy and perception codes listed in column B in blue and yellow cells, respectively, used to identify scheme components and also from inferred evidence in Jim’s data of scheme mobilization (dark green cell in columns N and R, with code in column B). Finally, columns C-D (pre-MICA I) are hidden as they were blank representing no evidence of the scheme.

Fig. 4
figure 4

Analysis of Jim’s scheme of “articulating a mathematical process in the programming language” throughout his MICA I experience

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Gueudet, G., Buteau, C., Muller, E. et al. Development and evolution of instrumented schemes: a case study of learning programming for mathematical investigations. Educ Stud Math 110, 353–377 (2022). https://doi.org/10.1007/s10649-021-10133-1

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