Abstract
Recent years have witnessed an increase in research focused on studying on perspectives of Chinese mathematics instructions. The sustained interest is partly due to the outstanding performances of Chinese students in international studies such as the Trends in International Mathematics and Science Study (
Keywords
Introduction
Students from places such as Singapore, Japan, Korea and Hong Kong that are under strong influence of the Chinese Confucian heritage culture have consistently shown outstanding mathematics performance in In international comparisons such as international studies such as the Trends in International Mathematics and Science Study (
Attempting to make a contribution to some of these questions, the author will draw upon the findings in the project, “Fundamental challenges in using digital technologies in secondary mathematics classrooms: a comparison between different paradigms, over time, and between places” (called
Through Decades of Changes: Curriculum Reforms in Hong Kong
A non-favorable image in the 80’s: Classroom teaching in the East Asian region was predominantly described in terms of an American view of whole-class instructional style with a stern and demanding teacher who stressed mechanical learning (Stevenson & Lee, 1997). The portrayal of Hong Kong classrooms in the 80’s was a typical of such image, for example, the 1982 Llewellyn Committee reported:
The lessons we observed tended to be teacher-centred, with little use of aids beyond chalk and blackboard. In “non-exam” years, the atmosphere seemed fairly relaxed, but in the examination preparatory forms all was deadly earnest and pupils were seen taking notes, laboriously completing model answers and learning texts by rote.
The teacher-model in the 90’s: In Leung’s comparative studies of mathematics lessons in Beijing, Hong Kong and London (Leung, 1995), Hong Kong teachers in their mathematics lessons used most of the teacher-talk time for demonstrating solutions to mathematics problems and usually appeared to be rushing through the subject content. According to Leung (1995), Chinese teachers held a more rigid view of mathematics as a product rather than a process and perceived their main role as to explain the mathematics content clearly. This image is somewhat consistent with Paine’s virtuoso model of the Chinese teachers (Paine, 1990) in which textbooks were seen as the source of knowledge and the teacher was the presenter; hence, the role of the teacher was mainly demonstrating and pupils are expected to follow the teacher’s model.
The Target Oriented Curriculum (
Some changes were reported but some features remained prevalent. Mok and Morris (2001) in their study of the
As far as mathematics was concerned, the
From Target Oriented Curriculum (
Today, the position of the mathematics curriculum states in the official website:
Students require knowledge and skills that will help them live a full life in the society of the 21st century, which is an information age. Knowledge of Mathematics is a necessity for every individual if they are to contribute towards the prosperity of Hong Kong. Mathematics pervades all aspects of life. It is not possible to live in the modern world without making some use of mathematics. Many of the developments and decisions made in industry and commerce, the provision of social and community services as well as government policy and planning etc., rely to some extent on the use of mathematics.
For the role of mathematics, it includes the four aspects: (a) a powerful means of communication; (b) a tool for studying other disciplines; (c) an intellectual endeavor and a mode of thinking; and (d) a discipline, through which students can “develop their ability to appreciate the beauty of nature, think logically and make sound judgments”; and with respect to attitude, it further states the direction of enabling students to “build up confidence and positive attitudes towards mathematics learning, to value mathematics and to appreciate the beauty of mathematics.” Hong Kong Education Bureau (2019).
For the direction of information technology, it states: “The appropriate use of information technology (IT) in mathematics learning should be emphasized. High technology items like computers and calculators have profoundly changed the world of mathematics education. Students need to master IT to adapt to the dynamically changing environment. With the help of IT tools, meaningless drilling and obsolete topics are no longer essential and relevant in mathematics learning.” Hong Kong Education Bureau (2019).
Methodology
The findings reported in this paper drawn upon the analysis of data for the
In this paper, the analysis applied the post-positivist approach of triangulation (Mok & Clarke, 2016). The complex, interconnected dataset in which a variety of data types relating to the same situation or phenomenon are strategically generated for both qualitative and quantitative analysis, makes possible the description of a social situation from a variety of perspectives as well without incurring any obligation to converge on a consensus interpretation. Triangulation was enacted at the level of data type (video, interview, questionnaire and classroom artefacts), informant (teacher, students and observing researcher), analytical perspective (e.g. discourse analysis, variation theory, socio-cultural theory) and cultural perspective. In such an interpretivist paradigm, triangulation becomes the aspiration to more thorough portrayal, rather than the aspiration to more precise location (Mok & Clarke, 2016).
Paradigm 1: Traditional Practice in the Eyes of the Beholders (the Teachers and Students)
How do students view their mathematics lesson in traditional practice? In this section, some important results of the Hong Kong
Triangulation at the Level of the Informants (Teacher, Students and Observational Researchers)
Mok (2009) analysed 18 Hong Kong consecutive lessons (HK1) and presented a juxtaposition of the researcher’s analysis of the lesson with the teacher’s and students’ perspectives of the lesson. In the post-lesson student interviews, a high proportion (31 out of 34) expressed explicitly that they liked their lessons. The researcher’s perspective applies the theory of variation to delineate how the teacher-led whole class discourse with the careful selection of examples delineated a potential learning space for the students to experience the critical aspect of the object of learning, such as, factorization in algebra. To argue for the advantage of the traditional practice, some persistent features were found that included: the teacher talk was a major input in teaching; the technique of variation was used in the design of the mathematical problems and a potential learning environment with class discourse directing students to pay attention to the critical features for the object of learning. In addition, in the teacher post-lesson interviews, the teacher openly shared his ideology of teaching showing his seriously concern for the student factor, such as, deep reflection and inclination to capitalized on students’ mistakes and difficulty for scaffolding the learning experience; and consistent effort in establishing an encouraging class atmosphere where students might answer the teacher’s questions and raised their questions. In the teacher’s explanation of his ideology, his own the delineation of how to draw the students’ attention to the critical aspects of the mathematics was coincidently in alignment with the potential learning space from the framework of the learning theory of “variation” (Marton, 2014).
Triangulation at the Vygotsky’s Perspective of Learning, How Might Imitation Work
According to Vygotsky’s perspectives, students’ learning may take place through the verbal interaction with the teacher, the observation of procedures used by the teacher and imitation of teacher’s procedures (Vygotsky, 1978). Based on this perspective, imitation could be an important aspect in the process of learning. Yau and Mok (2016) analysed 14 consecutive mathematics lessons of a Hong Kong mathematics teacher (HK3), with a focus on the students’ notebook, a total of 252 items in the written work in the students’ notebook were collected from 27 students and they were analysed according to the cognitive demand of the problems and the level of imitation of the students’ work as compared with the teacher’s examples. The lessons showed a clear pattern of traditional directive teaching of sequences of teacher example-student exercise (TE-SE) cycles. The teacher examples played an important role in explaining and demonstration, whereas, student exercises indicated a high degree of similarity with teacher-example and there were different levels of imitative work: some directly copied of the teacher’s examples shown on the board, some contained some incomplete items and unattempted items; resulting in high proportion of student work that were categorized into “complete imitation” and “partial imitation”. Furthermore, some students would work on extra problems on their own initiative if they worked faster than other students. What aspects in the mathematics lessons did they see important? Supplemented with the analysis of 26 post-lesson student interviews with the stimulated video recall method, analysis of the video segments that the students attached importance to showed that 42% of the video segments were TE (teacher examples) and 55% of the video segments were SE (student exercises), therefore, both TE and SE were important although SE appeared to be slightly more important than TE. Further categorization of students’ comments on the lesson video segments showed that students thought that the teacher’s demonstration of procedures was the most important (Yau & Mok, 2016).
Triangulation at a Cultural Level, Contrast between Hong Kong and Singapore
Hong Kong and Singapore shared many similarities in their cultural and education system: both have population with Chinese as the majority, both are places with high examination pressure, both have high student achievement in international comparative studies (e.g.,
Paradigm 2: the Confluence between the Traditional Practice and Innovations
The lesson is taken from a larger data set collected in the period 2015 to 2016. The teacher of the lesson had been video recorded for 11 lessons including: 4 traditional lessons without using any special digital technology, 6 lessons using the mathematics software Geogebra in mobile tablets, one lesson with an outdoor activity using apps in the mobile phones.
The Special Lesson
The lesson was an 8th Grade lesson with duration of 1 hour and 30 minutes. The class size was 33 students. The teacher explained in the post-lesson interview that this was a special lesson for consisting the activity of making authentic measurement. The lesson consisted of two parts: (1) a trigonometry problem of finding unknown lengths in the diagram, (2) an activity for estimating the height of a bell from the school playground.
The first part was about 20 minutes for which the teacher showed a trigonometry problem to demonstrating a procedure for finding unknown lengths in a diagram containing two right-angled triangles (figure 1). The teacher via an interactive discourse guided the students to write down two equations for the unknown h and k. Teacher then asked students to solve two equations. While students were trying to solve the equations, the teacher walked around the classroom to give individual feedback and support to students. Later the teacher showed the solution procedure for the two equations on the blackboard and concluded the relationships of tan, angle, height and distance, and how to estimate height from two positions.
This part of the lesson took about 20 minutes in the lesson, a calibration with the lesson video data in year 2000 showed that this part of the lesson was very similar to a traditional lesson: the problem was a typical routine problem with standardized method and the teaching was spreading over lesson segments of consisting of problem set up via teacher-led whole class discussion, and student attempt of solving the problem via individual seatwork, followed by resuming teacher-led whole class discussion for which the teacher demonstrated and explained the correct procedures for finding the answers. This was a typical Teacher-example (TE) segment like those found in the analysis by Yau and Mok (2016).
Extracts of the teacher example
Extracts of the teacher example
The second part of the lesson was an activity for measuring the height of the bell “Aramis” from the school playground. The teacher had prepared a special worksheet for the activity (figure 2). The students were divided into groups and had spent about 30 minutes outdoor making measurement in the school playground. In the playground, the students worked on the task in with their own methods; some marked on the ground with chalk and made measurement by with their own tools. Then they tried to use their measured data to calculate the height of the bell on worksheet. In the last 20 minutes of the lesson, they returned to the classroom to complete the calculation in the classroom.
The special worksheet for the activity measuring the height of the bell “Aramis”
In the post-lesson student interview, two students (S1 and S2) were interviewed individually. The video-stimulated recall method was used. During the interview, they were invited to play back the video, stop at instances at where they thought important and tell the interviewer what they were doing at that moment and why they thought it was important.
Two students with different performances and attitudes. When the students were also asked how they saw their performance in mathematics and how they liked the subject mathematics. The two students showed different attitudes according to their answers: (1) S1 saw his performance non-steady in mathematics; his score might range from 50% to over 70% depending on how he liked the topics and how hard he did the exercises. He had a very positive towards mathematics and mathematics lessons. He liked mathematics because he found it challenging and interesting, liking solving mystery, not learning by rote. (2) S2 saw his performance as weak and his score in the last test was a bare pass. He did not like mathematics because he was not successful in the subject. His feeling towards mathematics lessons was only average for he did not quite like mathematics.
Contrasting between the special lesson and other lessons by the students. Both S1 (who liked math) and S2 (who did not like math) liked the special lesson for the reason that it was more lively, comparing with other mathematics lessons. When they described the other mathematics lessons, they used the adjective “boring” and that they had to sit all the time and the classmates were not keen to answer questions.
Episodes that the students saw important. In the analysis, the interview audio was played several times with reference to the lesson video, notes were taken for the episodes that they said important. S1 made 10 stops for the lesson video and S2 made 8 stops. S1 tended to be more detailed and sometimes expressed his feeling when describing what happened. S2 was relatively brief when comparing with S1 but they were very similar in seeing what were important in the lessons. They both liked the special lessons and used the adjectives of “lively” and “not boring”. In addition, they both attached importance for the following events in the lesson important: the teacher demo example at the beginning of the lesson, the preparation discussion before going for the playground, the actual fieldwork in the playground and the final discussion after returning to the classroom. Their ideas were summarized below:
The teacher demonstration example episode:
According to S1, the problem was different from those in other lessons, he said that the problem was difficult and the teacher asked a question that nobody seemed to know the answer, that seldom happened. As a result, the class was silence and he thought this was important. Referring to a slightly later moment but still within the episode of explaining the example, he said that he was thinking and about to answer the teacher’s question but he was surprised that he knew his answer for he had not known earlier.
According to S2, the teacher taught a method so that they did not need to go under the bell to measure the height, and he thought the teaching of how to set up the equations were important.
The episode after the demo-example and before going for the playground: They discussed in group for planning how to carry out the activity, realizing the link between the demo example and the activity, deciding what tools to use.
The actual fieldwork in the school playground: Some details of the events for making the measurement were mentioned, for example, finding two points in a straight line so that they could make measurement, the moment when they had different opinions and discussed over the chalk drawing on the ground, and measuring the height of their eye-level.
The final discussion after returning to the classroom: After returning to the classroom, they completed the calculation with their measurement data. S1 pointed out that their answer was not very good for the measured value was not good and the teacher gave them another number so that they could get a better answer. Also, he mentioned the moment that they were very happy while getting the answer, so he raised his hand to ask the teacher to check whether they were correct.
A preliminary calibration of the 11 lessons in 2016 with the typical lessons in data-2000 showed that the traditional lessons were very similar to the lessons in 2000, showing typical teacher example and student exercise TE-SE patterns with class discourse carried out in the format of teacher-led whole class discussion and between-desk-support for individual seatwork. The lessons using the Geogebra showed activity pattern also in the forms of teacher-led whole class discussion and individual seatwork; they were different from the traditional lessons for screen-display replacing the chalk writing and the students were engaged in working with tablets. The special lesson consisted a TE segment and an outdoor activity for which students worked collaboratively in groups. Hence, the calibration results showed a spectrum varying between “traditional lessons”, “using Geogebra software with similar lesson patterns” and the “special lesson with collaboration activity” with different images of the lessons (Figure 3).
Images in the “traditional paradigm”, the “lessons using Geogebra software” and the “special lesson”
Images in the “traditional paradigm”, the “lessons using Geogebra software” and the “special lesson”
What was the two students’ overall evaluation of the use of technology in their mathematics lessons? After the review of the lesson, they were asked how they liked the use of technology in mathematics lessons and they were also asked to compare the traditional lessons, the lessons using the software Geogebra in earlier period and this special lesson that they used the apps in their mobile phone.
S1’s answer was that of welcoming technology with reservation. S1 saw that technology was something good to use in lessons because it was something new. However, he did not want technology to be used in every lesson. He thought that using tablets every lesson would be like using the computer at home and it was better to let the teacher teach with face-to-face opportunities. Hence, technology was not a bad thing, but it was not always good. Although he liked the Geogebra lessons and this lesson using technology to measurement more than traditional lessons, he thought that it was not good to use mobile tablets or phones for every lesson. Using them every lesson would not be so much fun for he thought that students needed interaction and talking to each other.
S2 showed a very explicit preference to the use of technology. S2 saw technology (Geogebra, apps) as good, not boring. Different from drawing on blackboard, he thought that technology was more convenient, made the subject easier to understand for it showing more information, and he needed to understand before he could use it. He described himself that he would be day-dreaming while sitting still, thus moving about helped him become attentive. He thought that the school should use more technology.
In the post-lesson interview, the teacher explained the objective of the lesson was to let the students via some authentic tasks of measurement to learn trigonometry. He believed that mathematics was beyond numbers and authentic in the real world. The application of mathematics in the activity in the lesson created an experience of making authentic measurement, such as, the elevation angles, walking on the ground to find the distances and appropriate position to make the measurements, and these experiences enrich their mathematics sense, an authentic mathematics sense that go beyond numbers. He explained that the lesson was special because it consisted of a task that the students needed to make actual measurement to estimate the height of the bell in the school, in order to carry out the task, the students had opportunities for group work and collaboration, discussion, planning, measuring a specific height, recording, evaluation and reflection to seek for improvements. He told the students about the tasks in the day before the lesson so that they could search the internet for diagrams or methods and bring their own measuring tools, hence, some students chose to use the apps in the mobile phone.
When he reviewed the lesson video, he gave comments to the four sections of the lesson. Below summarizes what the teacher said.
Section 1: The first 15 minutes was devoted to explaining a “simplified survey problem”. It was simplified for he skipped the consideration of the height of eye-level and the use of the terms of elevation. Hence, the problem was presented as a guided detailed method of solving a slightly complex of problem, through the teacher’s guidance, the basic concepts and skills of the right-angled triangle were revised and applied. The teacher said that alternatively this could be the instruction of the task of measuring the bell for he believed that without this, the students might not think of a way to complete the task. In his description, he had taken into consideration the complexity of the activity, the students’ ability and their mathematics capacity in his planning for the lesson.
Section 2: The next about 20 minutes section, the teacher explained the special worksheet and gave the students to divide into groups, to discuss and plan what to do. It also gave the teacher an opportunity to “listen to the students’ discussion”. He said that this was especially important for by this he got feedback whether the students understood the earlier example and instruction, gave him a chance to clarify further. He also explained the remaining pages of the worksheet and told the students the rules when they got outside the classroom.
Section 3: For this section the students worked outside the classrooms in the school playground. The teacher observed “many interesting instances” (helped how to measure the angle of elevation, helped two weak students who needed more support, The students were very engaged in the task, willing to try and ask questions).
Section 4: Back to the classroom. He helped the students check whether the measured value not appropriate. He got the idea for the next lesson to use Geogebra to verify the answer with a different possibility.
Conclusion and Discussion
The study has been situated in a context of curriculum reforms and changes in Hong Kong. The story set off with the non-favorable image of the classrooms in the 80’s that called for an awakening of the detrimental effect of rote and mechanical learning as well as the stress as a result of the highly competitive examination system, leading to reform directions much influenced by Western learning theories, world trends of increasing emphasis of the process of learning, and outlook for developing learners’ capacity for the 21st century including the disposition of using information technology in the recent decades. Interestingly international comparatives studies, such as,
What are the robust features in the traditional paradigm? The traditional practice paradigm (Mok, 2009) demonstrates some robust features. The lessons demonstrated a consistent teacher-example-and-student-exercise (TE-SE) pattern providing evidence that imitation played a significant role in the students’ process of learning. What to imitate is a major concern? The students indicated an expectation of quality demonstration and clear explanation while they attached importance to the teacher’s expository segments in the lessons. Triangulation with the teacher’s perspectives further unfolds two important reasons supporting the teacher as an authority figure receiving high respect: (1) the teacher’s emphasis on taking into the students’ needs and ability consideration resulting in a design of lessons tailored for his perception of empowering students’ understanding of the subject matter. (2) The teachers’ demo and explanation supports learning and understanding, making a reference to the variation theory applicable in both the work of Chinese and northern European scholars (Gu, Huang & Marton, 2004; Runesson & Mok, 2005; Marton, 2014; Mok & Yau (2006) also argued that the variations embedded in the teacher’s examples and students’ exercises in fact helped the students to experience the object of learning in a deep sense leading to an understanding of the mathematical concepts and procedures from multiple perspectives (Gu, Huang & Marton, 2004; Huang, et al., 2006). In addition, the private work in the notebook and the explicit sharing of their thinking in the post-lesson interviews suggested evidence for some students, the traditional practice of TE-SE examples might help developing a confidence and motivation in the work and possibly a “deep” approach that might bring about understanding beyond memorization (Biggs, 1998).
What are the robust features in the special lesson? The lesson is “special” for several reasons. It is special for it is very different from the lesson of the traditional practice. It is a confluence of the traditional elements and a unique outdoor activity applying of the trigonometric example they learned inside the classroom. The two students expressed a conflicting sentiment to the traditional practice. They saw the importance of learning from the teacher’s demo example but they used the adjective “boring” to describe the lesson pattern of the traditional practice. Their open sharing of their feelings suggests that in addition to good quality demonstration, attributes such as, lively atmosphere, opportunities for collaborative work and discussion, hands-on activity such as making measurement, links between mathematics examples inside the classroom and authentic work, experience of overcoming difficulty and achieving success and suitable use of technology. The lesson in a sense was innovative for its alignment with several features advocated in the curriculum reforms, such as, collaborative and communicative work, application of problem solving skills and the use of technology. Similar to the traditional practice, the teacher played a directive role in the design of the lesson including the choice of the example and activity. In addition, his reflection and evaluation showed many elements of learning, he valued instances of listening to the students’ discussion, helping weaker students engage in the tasks and making better mathematics sense, observing the students working, getting new ideas of the next lesson.
What happens if “Confucius” were in a classroom experiencing the curriculum reforms in the 21st century? Teaching is often seen as a cultural activity (Stigler & Hiebert, 2004). Some scholars sought for answers for the Asian learning paradox in the cultural perspectives, or more the specifically, the Confucian heritage culture (
the creation of a learning space of variations enabling in-depth understanding of the subject matter,
the lively and interactive class atmosphere for making enquiry feasible, and
the experience and opportunities of realizing the values and overcoming difficulty in the process of learning.
Footnotes
Acknowledgements
The project is funded by General Research Fund, Research Grants Council, Hong Kong
