Thesis Ariyadi Wijaya LR
Thesis Ariyadi Wijaya LR
Ariyadi Wijaya
Invitation
Ariyadi Wijaya
You are kindly invited to attend
The Indonesian national curriculum mandates that mathematics education tasks in Indonesia: Context-based mathematics
tasks in Indonesia:
must be relevant to the needs of life and should offer students opportunities
Toward better practice and
Toward better practice and
to develop the ability to apply their knowledge. Nevertheless, the low results achievement
of Indonesian students on the PISA studies (Programme for International
Student Assessment) indicate the students’ poor performance in applying
mathematics to solve problems situated in real-world contexts. This situation
achievement on January 21, 2015
at 10:30 hrs
induced the start of the CoMTI project (‘Context-based Mathematics Tasks
Indonesia’). The aim of the project was to investigate the reason of this In the Academiegebouw
poor performance and to explore ways for improvement. The results of the of Utrecht University,
CoMTI project showed that Indonesian students mainly have difficulties Domplein 29, Utrecht
in comprehending context-based tasks and in transforming these into a
mathematical problem. With respect to possible reasons for these difficulties,
After the defense, you are
a relation was found between students’ difficulties and the opportunity-to-
welcome at the reception
learn to solve context-based tasks that they got from textbooks and teachers’
teaching practice.
Paranymphs:
Domesia Novi Handayani
domesia.novi@gmail.com
Richo Andi Wibowo
r.a.wibowo@uu.nl
Ariyadi Wijaya
A.Wijaya@uu.nl
This research was carried out in the context of the Dutch Interuniversity Centre
for Educational Research.
Wijaya, Ariyadi
ISBN: 978-90-70786-26-7
Key words: mathematics education / context-based tasks / students’ difficulties /
opportunity-to-learn / Indonesia
CONTEXTOPGAVEN IN WISKUNDE:
NAAR EEN BETERE ONDERWIJSPRAKTIJK
EN BETERE PRESTATIES
IN INDONESIË
Proefschrift
ter verkrijging van de graad van doctor aan de Universiteit Utrecht op gezag
van de rector magnificus, prof. dr. G. J. van der Zwaan, ingevolge het
besluit van het college voor promoties in het openbaar te verdedigen op
woensdag 21 januari 2015 des ochtends te 10.30 uur
door
Ariyadi Wijaya
1 Introduction 9
6 Conclusion 161
Summary 179
Samenvatting 185
Ringkasan 191
Acknowledgements 197
Curriculum Vitae 199
List of presentations related to this thesis 201
FIsme Scientific Library 203
ICO Dissertation Series 207
Introduction
Introduction
10
1 The Ministry of National Education was renamed the Ministry of Education and Culture in 2011.
2 As a consequence of the decentralization of education, the Indonesian Ministry of National Education
revised KBK into KTSP by adding the principle of school-based management. In KTSP, the government
determined the minimum standards (i.e. competences, content, and targeted performance) and every school
had the freedom to develop or adjust the minimum standards based on the school’s resources, students’
needs, and district (local) educational goals.
11
12
tasks’ (see, e.g. Blum, 2011; Maass, 2010; Tasova & Delice, 2012). According to
Maass (2010), ‘word problems’ are often seen as “very simple, often artificial tasks
with text” (p. 290). Daily experience can often be ignored when solving a word
problem because the contexts are artificial. Such a conception leads to an
impression that the solution of a word problem can be obtained by operating all
numbers given in the text with procedures that are provided explicitly (Maass,
2010). However, there is a more open definition of word problems that refers to
mathematical modeling (see, e.g. Verschaffel et al., 2000; 2010). According to these
studies, word problems should be used to support the development of modeling
competences and cannot be solved by simply taking and combining all numbers
provided in the text. The latter definition of a word problem is close to a so-called
‘authentic task’ that also refers to mathematical modeling. An authentic task is a
mathematics task that represents a real life problem or situation (Palm, 2008) and
does not have a ready-made algorithm (Kramarski et al., 2002). Furthermore, an
authentic task often employs realistic data that are incomplete or inconsistent and
asks solvers to use different representations in their solutions. The authenticity of
contexts is also highlighted by Van den Heuvel-Panhuizen (1996; 2005) who
argued that a ‘context problem’ should be authentic for students and should
require them to think within the context of the problem. “By imagining themselves
in the situation to which the problem refers, the students can solve the problem in
a way that was inspired, as it were, by the situation“ (Van den Heuvel-Panhuizen,
2005, p. 6). It means that context problems can suggest strategies to find a
solution, such as using drawings, tables, or graphs. Another term that is used to
refer to problems situated in real-world contexts is ‘modeling tasks’ (see, e.g. Blum,
2011; Maass, 2010; Tasova & Delice, 2012). Modeling tasks emphasize modeling or
translation between real-world contexts and mathematics.
13
14
Table 1
Structure of thesis
Topic that is addressed in the chapter
Chapter 1 Introduction
Chapter 2 What difficulties do Indonesian students have when solving context-
based tasks?
Chapter 3
What are possible reasons for Indonesian students’ difficulties when
Chapter 4 solving context-based tasks?
15
Another issue dealt with in this study was the relation between opportunity-to-
learn to solve context-based tasks provided in the textbooks and students’
difficulties in solving such tasks. For this, we addressed the following research
question:
x What is the connection between students’ errors when solving context-based tasks and
the characteristics of tasks in Indonesian mathematics textbooks?
Textbooks might be not the only factor influencing student performance, because
how a textbook is used in the classroom is determined by teachers. Therefore, to
get a better insight into possible explanations for students’ difficulties we also took
the teaching practices of Indonesian mathematics teachers into consideration.
16
Chapter 6 summarizes the findings from the four studies and discusses practical
implications of the findings on the teaching and learning of context-based tasks in
Indonesia. In this chapter we also provide suggestions for further research on
context-based tasks.
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Wijaya, A., Van den Heuvel-Panhuizen, M., Doorman, M., & Robitzsch, A. (2014).
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1 Introduction
Employer dissatisfaction with school graduates’ inability to apply mathematics
stimulated a movement favoring using mathematics in everyday situations (Boaler,
1993a) and a practice-orientated mathematics education (Graumann, 2011). The
main objective of this movement is to develop students’ ability to apply
mathematics in everyday life (Graumann, 2011) which is seen as a core goal of
mathematics education (Biembengut, 2007; Greer, Verschaffel, & Mukhopadhyay,
2007). In addition, this innovation was also motivated by theoretical developments
in educational psychology such as situated cognition theory (Henning, 2004;
Nunez, Edwards, & Matos, 1999) and socio-cultural theory (Henning, 2004).
Finally, this context-connected approach to mathematics education emerged from
studies of mathematics in out-of-school settings such as supermarkets (Lave, 1988)
and street markets (Nunes, Schliemann, & Carraher, 1993).
22
intention of this study was to clarify students’ obstacles or difficulties when solving
context-based tasks.
2 Theoretical background
23
1987). Another benefit of contexts is that they provide students with strategies to
solve mathematical problems (Van den Heuvel-Panhuizen, 1996). When solving a
context-based problem, students might connect the situation of the problem to
their experiences. As a result, students might use not only formal mathematical
procedures, but also informal strategies, such as using repeated subtraction instead
of a formal digit-based long division. In the teaching and learning process,
students’ daily experiences and informal strategies can also be used as a starting
point to introduce mathematics concepts. For example, covering a floor with
squared tiles can be used as the starting point to discuss the formula for the area of
a rectangle. In this way, contexts support the development of students’
mathematical understanding (De Lange, 1987; Gravemeijer & Doorman, 1999;
Van den Heuvel-Panhuizen, 1996).
The PISA study also uses a broad interpretation of context, defining it as a specific
setting within a ‘situation’ which includes all detailed elements used to formulate
the problem (OECD, 2003b, p. 32). In this definition, ‘situation’ refers to the part
of the students’ world in which the tasks are placed. This includes personal,
educational/occupational, public, and scientific situation types. As well as Van den
Heuvel-Panhuizen (2005), the PISA researchers also see that a formal mathematics
setting can be seen as a context. Such context is called an ‘intra-mathematical
context’ (OECD, 2003b, p. 33) and refers only to mathematical objects, symbols,
or structures without any reference to the real world. However, PISA only uses a
limited number of such contexts in its surveys and places most value on real-world
contexts, which are called ‘extra-mathematical contexts’ (OECD, 2003b, p. 33). To
solve tasks which use extra-mathematical contexts, students need to translate the
24
25
26
Table 1 shows that of Newman’s five error categories, only the first category that
refers to the technical aspect of reading cannot be matched to a modeling or
mathematization stage of the solution process. The category comprehension
errors, which focuses on students’ inability to understand a problem, corresponds
to the first stage of the modeling process (“understanding problem by establishing
situational model”) and to the first phase of the mathematization process
(“understanding problem situated in reality”). The transformation errors refer to
errors in constructing a mathematical problem or mathematical model of a real-
world problem, which is also a stage in the modeling process and in
mathematization. Newman’s category of errors in mathematical procedures relates
to the modeling stage of working mathematically and the mathematization stage of
solving mathematical problems. Lastly, Newman’s encoding errors correspond to
the final stage of the modeling process and mathematization at which the
mathematical solution is interpreted in terms of the real-world problem situation.
Considering these similarities, it might be concluded that Newman’s error
categories can be used to analyze students’ errors in solving context-based
mathematics tasks.
A further goal of this study was to investigate the students’ errors in connection
with the cognitive demands of the tasks and the student performance level.
Therefore, our second research question was:
2. What is the relation between the types of errors, the types of context-based tasks (in the
sense of cognitive demands), and the student performance level?
27
Table 1
Newman’s error categories and stages in solving context-based mathematics tasks
Stages in solving context-based mathematics tasks
Newman’s error
Stages in Blum and Leiss’ Stages in PISA’s
categoriesa
Modelingb Mathematizationc
Reading: -- --
Error in simple
recognition of words
and symbols
Comprehension: Understanding problem by Understanding problem
Error in understanding establishing situational situated in reality
the meaning of a model
problem
-- Establishing real model by --
simplifying situational
model
-- -- Organizing real-world
problems according to
mathematical concepts
and identifying relevant
mathematics
Transformation: Constructing mathematical Transforming real-world
Error in transforming a model by mathematizing problem into
word problem into an real model mathematical problem
appropriate which represents the
mathematical problem problem situation
Process skills: Working mathematically to Solving mathematical
Error in performing get mathematical solution problems
mathematical
procedures
Encoding: Interpreting mathematical Interpreting mathematical
Error in representing solution in relation to solution in terms of real
the mathematical original problem situation situation
solution into acceptable Validating interpreted
written form mathematical solution by
checking whether this is
appropriate and reasonable
for its purpose
-- Communicating the real- --
world solution
a (Newman, 1977, 1983; Clarkson, 1991; Clements, 1980); b (as cited in Maass, 2010); c (OECD,
2003b)
28
3 Method
The CoMTI test was administered in the period from 16 May to 2 July, 2011,
which is in agreement with the testing period of PISA (which is generally between
March 1 and August 31) (OECD, 2005). In the CoMTI test the students were
asked to show how they solved each task, while in the PISA survey this was only
asked for the open constructed-response tasks. Consequently, the time allocated
for solving the tasks in the CoMTI test was longer (50 minutes for 12 to 14 tasks)
than in the PISA surveys (35 minutes for 16 tasks) (OECD, 2005).
3.2 Participants
The total sample in this CoMTI study included 362 students who were recruited
from eleven schools located in rural and urban areas in the province of Yogyakarta,
Indonesia. Although this selection might have as a consequence that the students
1 In PISA (see OECD, 2003b, p. 52) a ‘mathematics unit’ consists of one or more questions which
can be answered independently. These questions are based on the same context which is generally
presented by a written description and a graphic or another representation.
29
in our sample were at a higher academic level than the national average2, we chose
this province for carrying out the present study for reasons of convenience (the
first author originates from this province).
To have the sample of this study close to the age range of 15 years and 3 months
to 16 years and 2 months, which is taken in the PISA surveys as the
operationalization of fifteen-year-olds (OECD, 2005), and which also applies to
the Indonesian sample in the PISA surveys, we did this study with Grade 9 and
Grade 10 students who generally are of this age. However, it turned out that in our
sample the students were in the age range from 14 years and 2 months to 18 years
and 6 months (see Table 2), which means that our sample had younger and older
students than in the PISA sample.
Table 2
Composition of the sample
Grade Boys Girls Total Min. age Max. age Mean age (SD)
Grade 9 85 148 233 14 y; 2 m 16 y; 7 m 15 y; 3m (5 m)a
Grade 10 59 70 129 14 y; 10 m 18 y; 6 m 16 y; 4 m (7 m)
Total 144 218 362
a y= year; m = month
Before analyzing students’ errors, we also checked whether the ability level of the
students in our sample was comparable to the level of the Indonesian students
who participated in the PISA surveys. For this purpose, we compared the
percentages of correct answers of 17 tasks included in the PISA 2003 survey
(OECD, 2009b), with the scores we found in our sample.
2 For example, of the 33 provinces in Indonesia the province of Yogyakarta occupied the 6th place in
the national examination in the academic year of 2007/2008 (Mardapi & Kartowagiran, 2009).
30
for these tasks was straightforward. We obtained a Cohen’s Kappa of .76, which
indicates that the scoring was reliable (Landis & Koch, 1977).
Figure 1. Percentage correct answers in the CoMTI sample and the Indonesia PISA
2003 sample
31
categorized as no credit were not coded and were excluded from the analysis
because students’ errors cannot be identified from a blank response.
The scheme that was used to code students’ errors (see Table 3) was based on
Newman’s error categories and in agreement with Blum and Leiss’ modeling
process and PISA’s mathematization stages. However, in this coding scheme we
included only four of Newman’s error categories, namely ‘comprehension’,
‘transformation’, ‘mathematical processing’, and ‘encoding’ errors. Instead of
Newman’s error category of ‘process skills’, we used the term ‘mathematical
processing’, because in this way it is more clear that errors in process skills concern
errors in processing mathematical procedures. The technical error type of ‘reading’
was not used because this type of error does not refer to understanding the
meaning of a task. Moreover, the code ‘unknown’ was added in the coding scheme
because in about 8% of the incorrect responses, the written responses did not
provide enough information for coding the errors. These responses with the code
‘unknown’ were not included in the analysis.
To make the coding more fine-grained the four error types were specified into a
number of sub-types (see Table 3), which was done on the basis of a first
exploration of the data and a further literature review. For example, a study of
Leinhardt, Zaslavsky, and Stein (1990) was used to establish sub-types related to
the use of graphs, which resulted in three sub-types: ‘treating a graph as a picture’,
‘point-interval confusion’, and ‘slope-height confusion’. The last two sub-types
belonged clearly to the error type of mathematical processing. The sub-type
‘treating a graph as a picture’ was classified under the error type of transformation
because it indicates that the students do not think about the mathematical
properties of a graph. Because students can make more than one error when
solving a task, a multiple coding was applied in which a response could be coded
with more than one code.
The coding was carried out by the first author and afterwards the reliability of the
coding was checked through an additional coding by an external coder. This extra
coding was done on the basis of 22% of students’ incorrect responses which were
randomly selected from all mathematics units. In agreement with the multiple
coding procedure, we calculated the interrater reliability for each error type and the
code unknown, which resulted in Cohen’s Kappa of .72 for comprehension errors,
.73 for transformation errors, .79 for errors in mathematical processing, .89 for
32
encoding errors, and .80 for unknown errors, which indicate that the coding was
reliable (Landis & Koch, 1977).
For studying the relationship of student performance and error type, we applied a
Rasch analysis to obtain scale scores of the students’ performance. The reason for
choosing this analysis is that it can take into account an incomplete test design
(different students got different test booklets with a different set of tasks). A partial
credit model was specified in ConQuest (Wu, Adams, Wilson, & Haldane, 2007).
The scale scores were estimated within this item response model by weighted
likelihood estimates (Warm, 1989) and were categorized into four almost equally
distributed performance levels where Level 1 indicates the lowest performance and
Level 4 the highest performance. To test whether the frequency of a specific error
type differed between performance levels, we applied an analysis of variance based
on linear mixed models (Bates, Maechler, & Bolker, 2011). This analysis was based
on all responses where an error could be coded and treated the nesting of task
responses within students by specifying a random effect for students.
4 Results
33
34
Coding Scheme for error types when solving context-based mathematics tasks
Thesis Ari_141201_FINAL.pdf 34
Chapter 2
Transformation Procedural tendency Student tends to directly use a mathematical procedure such as formula or
algorithm without analyzing whether or not it is needed.
Taking too much account of the Student’s answer only refers to the context or real-world situation without taking
context the perspective of the mathematics.
Wrong mathematical Student uses mathematical procedures or concepts which are not relevant to the
operation/concept tasks.
Treating a graph as a picture Student treats a graph as a literal picture of a situation. (S)he interprets and
focuses on the shape of the graph, instead of on the properties of the graph.
1-12-2014 16:26:22
Error type Sub-type Explanation
Thesis Ari_141201_FINAL.pdf 35
Mathematical Error in mathematical
Processing interpretation of graph:
- Point-interval confusion Student mistakenly focuses on a single point rather than on an interval.
- Slope-height confusion Student does not use the slope of the graph but only focuses on the vertical
distance.
Measurement error Student cannot convert between standard units (e.g. from m/minute to km/h)
or from a non-standard unit to a standard unit (e.g. from step/minute to
m/minute).
Improper use of scale Student cannot select and use the scale of a map properly.
Unfinished answer Student uses a correct procedure, but (s)he does not finish it.
Encoding Student is unable to correctly interpret and validate the mathematical solution in
terms of the real-world problem. This error is reflected by an impossible or not
realistic answer
Unknown Type of error could not be identified due to limited information from student’s
work.
Context-based tasks: Students’ difficulties
35
1-12-2014 16:26:22
Chapter 2
Table 4
Frequencies of error types
Type of error N %
Comprehension (C) 653 38
Transformation (T) 723 42
Mathematical processing (M) 291 17
Encoding (E) 51 3
Total of observed errors 1718a 100
a Because of multiple coding, the total of observed errors exceeds the number of incorrect
responses (i.e. n = 1532). In total we had 13 coding categories (including combinations of error
types); the six most frequently coded categories were C, CM, CT, M, ME, and T.
Table 5.
Frequencies of sub-types of comprehension errors
Sub-type of comprehension error N %
Misunderstanding the instruction 227 35
Misunderstanding a keyword 100 15
Error in selecting information 326 50
Total of observed errors 653 100
36
The student seemed to have deduced correctly that the height of the staircase had
to be divided by the number of steps in order to get the height of each step.
However, he did not divide the total height 252 (cm) by 14. Instead, he took the
400 and subtracted 252 from it and then he divided the result of it, which is 148,
by 14. So, the student made a calculation with the given total depth of the staircase,
though this was irrelevant for solving the task.
Table 6.
Frequencies of sub-types of transformation errors
Sub-type of transformation error n %
Procedural tendency 90 12
Taking too much account of the context 56 8
Wrong mathematical operation/concept 489 68
Treating a graph as a picture 88 12
Total of observed errors 723 100
37
Figure 3 shows the response of a student who made a transformation error. The
task was about the concept of direct proportion situated in the context of money
exchange. The student was asked to convert 3900 ZAR to Singapore dollars with
an exchange rate of 1 SGD = 4.0 ZAR. Instead of dividing 3900 by 4.0, the
student multiplied 3900 by 4.0. This means the student chose the wrong
mathematical procedure for solving the task.
38
Table 7.
Frequencies of sub-types of mathematical processing errors
Mathematical
Related All errors in
Sub-type of processing errors
tasks related tasks
mathematical processing error in related tasks
n n n %
Algebraic error 8 243 33 14
Arithmetical error 20 956 94 10
Error in interpreting graph 6 155 43 28
Measurement error 1 74 15 20
Error related to improper use of scale 1 177 49 28
Unfinished answer 26 1125 79 7
39
4.2 The relation between the types of errors and the types of tasks
In agreement with the PISA findings (OECD, 2009a), we found that the
reproduction tasks were the easiest for the students, whereas the tasks with a
higher cognitive demand, the connection and the reflection tasks, had a higher
percentage of completely wrong answers (which means no credit) (see Figure 5).
To investigate the relation between the error types and the tasks types we
performed a chi-square test of independence based on the six most frequently
coded error categories (see the note in Table 4). The test showed that there was a
significant relation (F2(10, N = 1393) = 91.385, p < .001). Furthermore, we found
a moderate association between the error types and the types of tasks (Phi
coefficient = .256; Cramer’s V = .181).
40
Figure 5. Percentage of full credit, partial credit, no credit, and missing response per
task type
When examining the proportion of error types within every task type, it was found
that in the reproduction tasks, mostly comprehension errors (37%) and
transformation errors (34%) were made (see Table 8). Also in the connection tasks
students made mostly comprehension errors (41%) and transformation errors
(43%). However, in the reflection tasks mostly transformation errors (66%) were
made. Furthermore, the analysis revealed that out of the three types of tasks the
connection tasks had the highest average number of errors per task.
41
Table 8.
Thesis Ari_141201_FINAL.pdf 42
Error types within task type
Compre- Transfor- Mathematical Encoding
hension mation Processing error Total errors
Incorrect error error error
Tasks
Type of task responses average
n
na number of
n % n % n % n % n %a
errors per
task
Reproduction 15 518 211 37 194 34 136 24 23 4 564 99 38
Connection 15 852 404 41 424 43 140 14 28 3 996 101 66
Reflection 4 162 38 24 105 66 15 9 0 0 158 99 40
Total 34 1532 653 723 291 51 1718b
a Because of rounding off, the total percentages are not equal to 100%
b Because of multiple coding, the total errors exceeds the total number of incorrect responses
42
1-12-2014 16:26:22
Context-based tasks: Students’ difficulties
4.3 The relation between the types of errors, the types of tasks, and
the students’ performance level
When testing whether students on different performance levels differed with
respect to the error types they made, it was found, for all task types together, that
the low performing students (Level 1 and Level 2) made more transformation
errors than the high performing students (Level 3 and Level 4) (see Figure 6)3. For 5
the mathematical processing errors the pattern was opposite. Here, more errors
were made by the high performing students than by the low performing students.
With respect to the comprehension errors there was no such a difference. The low
and high performing students made about the same number of comprehension
errors.
70
60
50
Percentage
40 Comprehension
Transformation
30
Mathematical processing
20 Encoding
n = Number of incorrect responses
10
0
1 (n=541) 2 (n=458) 3 (n=316) 4 (n=217)
A nearly similar pattern of error type and performance level was also observed
when the analysis was zoomed in on the connection tasks (see Figure 7). For the
reproduction tasks (see Figure 8) the pattern was also quite comparable. The only
difference was that the high performing students made less comprehension errors
than the low performing students.
35The diagram in Figure 6 (and similarly in Figure 7, Figure 8, and Figure 9) can be read as follows:
the students at Level 1 gave in total 541 incorrect responses of which 45% contained comprehension
errors, 47% transformation errors, 15% mathematical processing errors, and 5% encoding errors.
Because of multiple coding, the total percentage exceeds 100%.
43
70
60
50
Percentage
40 Comprehension
30 Transformation
20 Mathematical processing
Encoding
10
n = Number of incorrect responses
0
1 (n=247) 2 (n=238) 3 (n=211) 4 (n=156)
70
60
50
Percentage
40 Comprehension
30 Transformation
20 Mathematical processing
Encoding
10
n = Number of incorrect responses
0
1 (n=241) 2 (n=160) 3 (n=78) 4 (n=39)
For the reflection tasks it was found that the high performing students made more
mathematical processing errors than the low performing students (see Figure 9).
For the other error types, there was no remarkable difference across student
performance levels.
44
80
70
Percentage
60 Comprehension
50 Transformation
40
Mathematical processing
30
Encoding
20
n = Number of incorrect responses
10
0
1 (n=53) 2 (n=60) 3 (n=27) 4 (n=22)
Student performance level
45
Type of errors
Comprehension Transformation Math. Processing Encoding
Inability to understand the Inability to Inability to perform the Inability to interpret the
meaning of a task transformation the mathematical procedures mathematical solution
context problem into a in terms of the real
mathematical model situation
All tasks
All students All students All students All students
L H L H L H L H
Reproduction tasks
Recalling mathematical All students All students All students All students
properties, performing routine
procedures or standard
algorithms, and applying L H L H L H L H
technical skills
Connection tasks
Integrating and connecting All students All students All students All students
different mathematical
curriculum strands, or
linking different L H L H L H L H
representations of a problem
Reflection tasks
All students All students All students All students
Using complex problem
situations in which the
relevant mathematical L H L H L H L H
procedures are not obvious
a The percentages of errors range from 0% to 70% because the maximum percentage of students’ errors
is 66%. This range is divided into five equal levels. In the figure, these levels are represented in cells
with different degrees of shading.
The above findings suggest that focusing on the early stages of modeling process
or mathematization might be an important key to improve students’ performance
on context-based tasks. In particular for comprehending a real-world problem,
much attention should be given to tasks with lacking or superfluous information in
which students have to use their daily-life knowledge or have to select the
information that is relevant to solve a particular task.
A further focus of the present study was the relation between the type of tasks and
the types of students’ errors. In agreement with the PISA findings (OECD, 2009a)
we found that the cognitive demands of the tasks are an important factor
influencing the difficulty level of context-based tasks. Because we did not only
46
look at the correctness of the answers but also to the errors made by the students,
we could reveal that most errors were not made in the reflection tasks, i.e. the tasks
with the highest cognitive demand, but in the connection tasks. It seems as if these
tasks are most vulnerable for mistakes. Furthermore, our analysis revealed that in
the reflections tasks students made less comprehension errors than in the
connection tasks and the reproduction tasks. One possible reason might be that
most reflection tasks used in the present study did not provide either more or less
information than needed to solve the task. Consequently, students in the present
study did hardly have to deal with selecting relevant information.
Regarding the relation between the types of errors and the student performance
level, we found that generally the low performing students made more
comprehension errors and transformation errors than the high performing
students. For the mathematical processing errors the opposite was found. The high
performing students made more mathematical processing errors than the low
performing students. A possible explanation for this result is that the low
performing students, in contrast to the high performing students, might get stuck
in the first two stages of solving context-based mathematics tasks and therefore are
not arriving at the stage of carrying out mathematical procedures. These findings
confirm Newman’s (1977) argument that the error types might have a hierarchical
structure: failures on a particular step of solving a task prevents a student from
progressing to the next step.
In sum, the present study gave a better insight into the errors students make when
solving context-based tasks and provided us with indications for improving their
achievement. The results signify that paying more attention to comprehending a
task, in particular selecting relevant data, and to transforming a task, which means
identifying an adequate mathematical procedure, both might improve low
performing students’ ability to solve context-based tasks. For the high performing
students, our results show that they may benefit from paying more attention to
performing mathematical procedures.
However, when making use of the findings of the present study this should be
done with prudence, because this study has some limitations that need to be taken
into account. What we found in this Indonesian sample does not necessarily apply
to students in other countries with different educational practices. In addition, the
classification of task types – reproduction, connection and reflection – as
determined in the PISA study might not always be experienced by the students in a
47
similar way. For example, whether a reproduction task is a reproduction task for
the students also depends on their prior knowledge and experiences. For instance,
as described by Kolovou, Van den Heuvel-Panhuizen, and Bakker (2009), students
who have not learned algebra cannot use a routine algebraic procedure to split a
number into several successive numbers (such as splitting 51 into 16, 17, and 18).
Instead, they might use an informal reasoning strategy with trial-and-error to solve
it. In this case, for these students the task is a connection task, whereas for
students who have learned algebra it might be a reproduction task.
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Wijaya, A., Van den Heuvel-Panhuizen, M., & Doorman, M.. Opportunity-to-learn
context-based tasks provided by mathematics textbooks. Will be published in
Educational Studies in Mathematics.
1 Introduction
Students’ ability to apply mathematics in various contexts in daily life is seen as a
core goal of mathematics education (e.g., Boaler, 1993; De Lange, 2003;
Graumann, 2011; Muller & Burkhardt, 2007; Niss, Blum, & Galbraith, 2007). This
core goal of mathematics education is also reflected in the Programme for
International Student Assessment (PISA) (OECD, 2003b) in which the assessment
of students’ mathematics achievement focuses on students’ ability to solve
mathematics problems situated in real-world contexts. According to the PISA
Framework (OECD, 2003b), such ability should be an educational core goal
because today and in the future every country needs mathematically literate citizens
to deal with complex everyday surroundings and rapidly changing professional
environments.
Contexts from daily life can also be used as a didactical tool to support the learning
of mathematics. Students’ experiences with these contexts give a meaningful basis
to the mathematical concepts they have to learn (Cooper & Harries, 2002; Van den
Heuvel-Panhuizen, 1996). Furthermore, contexts can provide context-connected
solution strategies (Van den Heuvel-Panhuizen, 1996, 2005). However, this does
not mean that context-based tasks are always easy to solve for students. Several
studies revealed that many students have low performance on such tasks (e.g.,
Clements, 1980; Cummins, Kintsch, Reusser, & Weimer, 1988;Schwarzkopf, 2007;
Verschaffel, Greer, & De Corte, 2000). When solving context-based tasks, students
have difficulties in (1) understanding what a problem is about (Bernardo, 1999;
Cummins et al., 1988), (2) distinguishing between relevant and irrelevant
information (Cummins et al., 1988; Verschaffel et al., 2000), and (3) identifying the
mathematical procedures required to solve a problem (Clements, 1980; Verschaffel
et al., 2000).
As shown by the PISA surveys (OECD, 2003a, 2004, 2007, 2010), one country in
which students have low performance on context-based mathematics tasks is
Indonesia. For example, in PISA 2009 (OECD, 2010) only one third of Indonesian
students could answer mathematics tasks embedded in familiar contexts and less
than 1% of the students could work with context-based tasks in complex situations
which require well-developed thinking and reasoning skills. Furthermore, in a
54
recent study (Wijaya, Van den Heuvel-Panhuizen, Doorman, & Robitzsch, 2014) –
which was the first study of the Context-based Mathematics Tasks Indonesia
(CoMTI) project – we found that the errors of Indonesian students when solving
context-based tasks were mostly related to comprehending the tasks, particularly to
selecting relevant information. Many mistakes were also made in choosing the
correct mathematical operation or concept when transforming a context-based
task into a mathematical problem.
The present study was set up to find an explanation for the difficulties Indonesian
students experience when solving context-based tasks. The approach taken in the
study was investigating what opportunity-to-learn Indonesian mathematics
textbooks offer Indonesian students to develop the ability to solve context-based
tasks. Although the study was situated in Indonesia, we think it is relevant for an
international audience because it contributes to existing knowledge about the
relation between textbooks’ content and what students learn. Moreover, this study
brings in a new aspect of this relation by focusing on the difficulties students
experience when solving context-based tasks.
55
Besides different aspects of OTL that can be assessed, different methods can also
reveal the OTL students receive. These methods vary from teacher and student
surveys through questionnaires, to carrying out classroom observations, and to
analyzing instructional materials. For example, the first measurements of OTL are
based on questionnaires in which teachers have to indicate whether particular
mathematical topics or kinds of problems have been taught to students. Such
questionnaires were used in the international comparative studies FIMS, SIMS and
TIMSS (Floden, 2002). Furthermore, the TIMSS video studies are an example of
revealing the OTL based on classroom observations (Hiebert et al., 2003). Another
approach applied in TIMSS was to look at what content curricula offer. Schmidt et
al. (1997, p. 4) see the curriculum – and in connection with this – textbook series
as “a kind of underlying ‘skeleton’ that gives characteristic shape and direction to
mathematics instruction in educational systems around the world” and that
provides “a basic outline of planned and sequenced educational opportunities.”
56
Tornroos, 2005). This means that if textbooks differ students will get a different
OTL (Haggarty & Pepin, 2002). As a result, different student outcomes will
appear, which is confirmed by several studies which found a strong relation
between the textbook used and the mathematics performance of the students (see,
e.g. Tornroos, 2005; Xin, 2007).
57
58
The process of solving context-based tasks requires interplay between the real
world and mathematics (Schwarzkopf, 2007) and is often described as a modeling
process (Blum & Leiss, 2007), which in general contains the following steps (1)
understanding the problem situated in reality; (2) transforming the real-world
problem into a mathematical problem; (3) solving the mathematical problem; and
(4) interpreting the mathematical solution in terms of the real situation.
59
Table 1 shows that comprehension and transformation errors were the most
dominant errors made by the Indonesian ninth- and tenth-graders when solving
context-based mathematics tasks. Within the former category most errors were
60
made in selecting the relevant information; whereas in the latter category the
students mostly used wrong procedures.
Table 1.
Frequency of students’ error when solving context-based mathematics tasks (Wijaya et al., 2014)
Type of error Frequency Sub-type of error Frequency
(total errors =
1718)
Comprehension 38% - Misunderstanding the instruction 35%
- Misunderstanding a keyword 15%
- Error in selecting relevant information 50%
Total comprehension error = 653 100%
Transformation 42% - Using a common mathematical 12%
procedure that does not apply to the
problem situation
- Taking too much account of the 8%
context
- Treating a graph as a picture 12%
- Otherwise using wrong mathematical 68%
procedure
Total transformation error = 723 100%
Mathematical 17% --a
processing
Total mathematical processing error =
291
Encoding 3% --b
Total encoding error = 51
a The sub-categories of mathematical processing error are task-specific.
b There is no sub-type for the encoding error.
In addition, in agreement with the results of the PISA study 2003 (OECD, 2009a),
we found in our study that the reproduction tasks were the easiest for the students
(67% of the responses to these tasks got a full credit), whereas the tasks with
higher cognitive demand, the connection and the reflection tasks, had lower
percentages of correct answers (in both types of tasks 39% of the responses got a
full credit).
61
aspects of OTL: the exposure to context-based tasks, the purpose of the context-
based tasks, the type of information provided in tasks, and the type of cognitive
demand required by tasks. Therefore, the following research questions were
addressed:
1. What are the amount of exposure to and the purpose of context-based tasks in
Indonesian mathematics textbooks?
2. To what extent are different types of information provided in tasks in Indonesian
mathematics textbooks?
3. What are the cognitive demands of tasks in Indonesian mathematics textbooks?
The reason for this study was to find an explanation for the difficulties Indonesian
students experience when solving context-based tasks. Therefore, we also
investigated the connection between students’ difficulties when solving context-
based tasks with the OTL in Indonesian mathematics textbooks. This resulted in
the next research question:
4. What is the connection between students’ errors when solving context-based tasks
with the characteristics of tasks in Indonesian mathematics textbooks?
3 Method
62
The mathematics textbooks chosen for this analysis are shown in Table 2. These
are the textbook series that were used in the schools involved in the first study of
the CoMTI project (Wijaya et al., 2014). All the schools either used a combination
of two of these textbook series or used all three. Of the textbook series MJHS,
which is bilingual, we only analyzed the Indonesian pages.
Table 2.
Analyzed textbooks and material
Textbook series Abbreviation Material involved in Publisher
analysis
Matematika: Konsep MKA “For Junior High School Indonesian Ministry of
dan Aplikasinya grade VIII” National Education
The three textbooks have a similar main structure. All have nine chapters, each
dealing with one mathematics topic. These chapters contain several sub-chapters
discussing specific aspects of the mathematics topic covered in the chapter. For
example, the chapter on ‘Equations of straight lines’ contains the sub-chapters: (a)
the general form of equations of straight lines, (b) the gradient, (c) the relation
between a gradient and the equation of a straight line, and (d) the application of
equations of straight lines.
Although the three textbooks have the same number of chapters, they have
different numbers of sub-chapters because they discuss the mathematics topics in
different levels of detail. For example, MJHS discusses the topic of ‘Equations of
straight lines’ in three sub-chapters, whereas the other textbooks spend four sub-
chapters on this topic.
63
64
65
66
Analysis framework for textbook analysis
Thesis Ari_141201_FINAL.pdf 66
Chapter 3
Type of information Matching - The tasks contain exactly the information needed to find the solution.
Missing - The tasks contain less information than needed so students need to find missing
information.
Superfluous - The tasks contain more information than needed so students need to select
information.
1-12-2014 16:26:24
Task characteristic Sub-category Explanation
Thesis Ari_141201_FINAL.pdf 67
Type of cognitive Reproduction - Reproducing representations, definitions or facts.
demand - Interpreting simple and familiar representations.
- Memorization or performing explicit routine computations/procedures.
Connection - Integrating and connecting across content, situations or representations.
- Non-routine problem solving.
- Interpretation of problem situations and mathematical statements.
- Engaging in simple mathematical reasoning.
Reflection - Reflecting on, and gaining insight into, mathematics.
- Constructing original mathematical approaches.
- Communicating complex arguments and complex reasoning.
- Making generalizations.
Opportunity-to-learn provided by textbooks
67
1-12-2014 16:26:24
Chapter 3
68
4 Results
Table 4.
Physical characteristics and instructional components of Indonesian mathematics textbooks
Textbook
MJHSa MKA MS
Physical characteristic
Page size (in mm) 205 × 176 × 176 × 250
277 250
Number of pages 146 252 336
Page surface areab (in cm2) 82,906 110,880 147,840
Instructional components
Number of explanation sections 25 42 56
Number of worked example 80 73 90
sections
Number of task sections 79 63 68
Total number of tasks 437 531 1187
Number of tasks in worked 119 91 218
example sections
Number of tasks in task sections 318 440 969
a Only the Indonesian pages of this textbook were analyzed.
b Multiplication of the page number and the area of a page (Valverde et al., 2002).
69
textbooks for the number of tasks. MS has a total of 1187 tasks, which is double
the number in MKA and triple that in MJHS. A similar ratio was found for the
regular tasks in the task sections, with respectively 318, 440, and 969 tasks for
MJHS, MKA, and MS.
Table 5.
Relevant and 7 2 17 4 29 3
Regular essential
tasks in context
task Camouflage context 24 8 26 6 127 13
sections No context 287 90 397 90 813 84
Total 318 100 440 100 813 100
Relevant and 8 2 19 4 39 3
essential
context
All tasks
Camouflage context 28 6 27 5 155 13
No context 401 92 485 91 993 84
Total 437 100 531 100 1187 100
70
In all three textbooks most of the contexts belong to the category of camouflage
context. Regarding the purpose of the context-based tasks, we found that all these
tasks were intended for application as indicated by their position after the
explanation sections.
Examples of each type of context are given in Figure 4, Figure 5, and Figure 6.
Both tasks in Figure 4 and Figure 5 are related to the concept of gradient. The task
in Figure 4 only uses mathematical objects and symbols.
The task in Figure 5 is set in the context of a ski slope, which is not a daily-life
situation for Indonesian students. This context is an example of a camouflage
context, because it can be neglected in solving the problem. Although the task
includes a real world situation, the photograph of the ski slope is cut and arranged
so that it exactly resembles a straight and the arrows informing the vertical and
horizontal differences also resemble a coordinate system. Furthermore, the words
‘slope’ and ‘gradient’ are mentioned explicitly and the numbers in the picture are
given in such a way that students can immediately interpret the problem as a
mathematical problem and follow the common procedure for calculating the slope
or gradient.
71
Figure 6. Task situated in relevant and essential context (MS 2A, p. 132).
A task with a relevant and essential context is shown in Figure 6. This task asks to
determine the price of four pairs of shoes and five pairs of sandals. To solve this
task students are expected to transform the ‘price problem’ into linear equations
with two variables. However, this mathematical procedure is not explicitly
mentioned in the task, nor are the numbers presented so that a solution procedure
is afforded. The variables for setting up the equations, that is, the number of pairs
of shoes and the number of pairs of sandals, are not explicitly indicated in the task.
Consequently, students need to identify the relevant information and a solution
strategy for solving the task.
72
Table 6.
Frequency of types of information in context-based tasks
Textbook
Type of
MJHS MKA MS
information
n % n % n %
Context- Matching 4 80 2 67 35 92
based tasks in Missing 1 20 1 33 2 5
worked Superfluous 0 0 0 0 1 3
example Total 5 100 3 100 38 100
sections
Matching 27 77 37 86 138 88
Context-
Missing 4 23 6 14 18 12
based tasks in
Superfluous 0 0 0 0 0 0
task sections
Total 31 100 43 100 156 100
Matching 31 86 39 85 173 89
All context- Missing 5 14 7 15 20 10
based tasks Superfluous 0 0 0 0 1 1
Total 36 100 46 100 194 100
73
In the task in Figure 8 the students are asked to find the minimum length of rope
needed to tie up the three pipes. This task is an example of a task with missing
information, in the sense that not all data are directly given to carry out a
mathematical procedure leading to the answer. In fact, for solving this task
students have to add the lengths of the three external tangents and the three arcs.
However, these lengths are not given. Thus the students must first generate this
data by using further knowledge that can be derived from the contextual situation,
such as the three arcs together constituting precisely a full circle and that one
tangent equals two radii, that is, equals the diameter of a pipe.
74
The task in Figure 9 is an example of a task with superfluous information. The task
was about finding the height of a flashlight. The task provided the diameter of the
top circle and the bottom circle of the flashlight, and the shape and volume of the
flashlight box. The shape of the flashlight box was cuboid; therefore the diameter
of the bottom of the flashlight was not needed to solve the task. Noteworthy is
that we only found one task with superfluous information, which is in the worked
example section.
75
Table 7.
Frequency of types of cognitive demands of bare tasks
Textbook
Type of cognitive
MJHS MKA MS
demands
N % n % n %
Bare tasks in Reproduction 110 96 83 94 172 96
worked Connection 4 4 5 6 8 4
example Reflection 0 0 0 0 0 0
sections Total 114 100 88 100 180 100
Focusing only on the context-based tasks (see Table 8), including a relevant and
essential context or a camouflage context, the proportions of task types according
to their cognitive demand changed remarkably. The proportions of reproduction
tasks in the context-based tasks (47%, 33%, and 56% of the context-based tasks in
MJHS, MKA, and MS respectively) are much lower than in the bare tasks. In the
context-based tasks substantial proportions of connection tasks were found (50%,
67%, and 42% of the context-based tasks in MJHS, MKA, and MS respectively).
However, reflection tasks are still either a minority or absent. Only one such task
was found in MJHS and three in MS. Differences between the three textbooks
were also found for the balance in the type of tasks. MKA contains more
connection tasks than reproduction tasks, whereas MJHS and MS have about the
same proportion of reproduction and connection tasks.
76
Table 8.
Frequency of types of cognitive demands of context-based tasks
Textbook
Type of cognitive
MJHS MKA MS
demands
n % n % n %
Context- Reproduction 2 40 1 33 22 58
based tasks Connection 3 60 2 67 16 42
in worked Reflection 0 0 0 0 0 0
example Total 5 100 3 100 38 100
sections
Context- Reproduction 15 48 14 33 87 56
based tasks Connection 15 48 29 67 66 42
in task Reflection 1 3 0 0 3 2
sections Total 31 99 43 100 156 100
Reproduction 17 47 15 33 109 56
All context- Connection 18 50 31 67 82 42
based tasks Reflection 1 3 0 0 3 2
Total 36 100 46 100 194 100
Figure 4 and Figure 5 show examples of reproduction tasks. The word ‘gradient’
was explicitly mentioned in the tasks so students could easily identify the required
mathematics procedure and apply it by using all the information. Figure 8, the task
about the three pipes, is an example of a connection task situated in a camouflage
context. The main focus of this task was finding the minimum length of rope to tie
up three pipes, which mathematically was related to the concept of common
tangent of two circles. To find the minimum length of rope students need to find
not only the length of the three common tangents, but also the length of the arcs.
Here, a connection to the concept of an equilateral triangle is needed to find the
measure of the central angle required to calculate the length of the arcs.
A connection task could also be assigned to a bare task, for example the task in
Figure 10. This task was about determining the perimeter and the area of a non-
regular shape. Connecting across representations, that is, circles with different sizes
was required to solve this task.
77
Figure 11. Reflection task situated in a relevant and essential context (MS 2A, p. 151).
78
Table 9.
Relation between students’ errors and task characteristics in textbooks
Ninth-graders’ errors Task characteristic Textbook
found in Wijaya et al. MJHS MKA MS
(2014) (934 errors)
Proportion of tasks (%)
Comprehension Type of Matching 86 85 89
errors: information in
Proportion of errors context-based
in selecting relevant tasks Missing 14 15 10
information:
21% of all errors Superfluous 0 0 1
Combining the findings from the textbook analysis and the error analysis, a
recognizable similarity between these two findings emerged. In 21% of the total of
934 errors (made by 233 ninth-graders) students made comprehension errors by
not selecting the relevant information for solving the tasks. Correspondingly, the
textbook analysis revealed that the textbooks mainly provide context-based tasks
with matching information, and only 11% to 15% of the context-based tasks had
missing or superfluous information.
79
This means these tasks are just meant to apply what has been demonstrated in the
explanation section. Thus, from the textbooks’ content, students can scarcely build
up experience in constructing a mathematical model by mathematizing a real-world
situation.
Lastly, regarding the percentage of wrong answers for the context-based tasks of
the various types of cognitive demand we also found a match with what is offered
in the textbooks. The lowest percentage of wrong answers was obtained for the
reproduction tasks which cover 33% to 56% of the context-based tasks in the
three textbooks. For the connections tasks, which form 42% to 67% of the
context-based tasks, about half of the answers were wrong. The largest percentage
of wrong answers belonged to the reflection tasks which include only 0% to 3% of
the context-based tasks in the textbooks.
5 Discussion
As the PISA studies (OECD, 2003a, 2004, 2007, 2010) have shown and our first
CoMTI study (Wijaya et al., 2014) has confirmed, Indonesian students have
difficulties in solving context-based tasks. The present study was meant to disclose
a possible reason for these difficulties by conducting an analysis of three
Indonesian mathematics textbooks. This analysis focused on the OTL to solve
context-based tasks offered by the textbooks. For identifying the characteristics of
the tasks in the textbooks we developed an analysis framework including four
perspectives: the types of contexts in tasks, the purpose of the context-based tasks,
the information used in tasks, and the types of cognitive demands in tasks.
80
The substantial number of errors made by Indonesian students in tasks with high
cognitive demands can also be traced back to the content of the Indonesian
textbooks. Of the context-based tasks, less than 3% were reflection tasks.
However, the connection tasks were found in about half the context-based tasks.
This proportion is similar to the proportion of connection tasks in the PISA study
2003 (OECD, 2009a), which might give an impression that Indonesian students
have OTL to solve these tasks. However, we should take into account that the
81
In sum, the results from our analysis of three Indonesian textbooks provide
evidence of a relation between the errors Indonesian students make when solving
context-based tasks and the content offered by the textbooks they use. This
conclusion adds to earlier studies which showed a positive relation between OTL
provided in textbooks and student achievement: the students learn what is
“taught” by the textbook. For example, Tornroos (2005) found a high correlation
between student achievement in a test and the amount of textbook content related
to the test items. Also, Xin (2007) revealed that the algorithmic strategy used by
Chinese students to solve word problem tasks was the strategy suggested in their
textbooks.
Although this study was situated in Indonesia, the results of the study may also be
beneficial for other countries where students have a low performance in context-
82
based tasks. For such countries, our study gives strong indications for examining
the OTL to solve context-based tasks as offered in the textbooks in use in these
countries.
A final limitation of our study is that the relation between student difficulties and
OTL was only investigated from the perspective of OTL in textbooks. Although
textbooks might be used as the main teaching and learning resources in the
classroom (see, e.g., Reys et al., 2004; Valverde et al., 2002), it is clear that teachers
also have an important role. For example, Pepin and Haggarty (2001) found that
how textbooks are used in classrooms is determined by the teachers. Teachers
determine the textbook sections used for students’ exercises, when the textbooks
should be used, and the ways students work with the textbooks. Regarding the use
of context-based tasks for modeling, Ikeda (2007) emphasized the important role
of teachers by arguing that the obstacle in teaching modeling is not only a lack of
modeling tasks in textbooks, but also teachers’ perceptions of mathematics and
understanding of modeling. As noted by Bishop (1988), teachers have a crucial role
in integrating students’ experiences and cultures in mathematics learning.
Furthermore, following Lampert (1990) and Boaler (1993), if teachers assume that
mathematics is a static body of knowledge and learning is the reproduction of
83
facts, procedures and truths, teachers will fail to engage students with context-
based problems or problems with missing or superfluous information. Considering
these facts, we believe that revealing possible reasons for students’ difficulties in
solving context-based tasks should also include investigations into teachers’
teaching practice and teachers’ beliefs and knowledge about context-based tasks.
Consequently, the OTL offered by teachers will be the next focus of the CoMTI
project. Another issue that also needs further attention is the influence of the
classroom culture on the OTL offered to students (see Pepin & Haggerty, 2001).
Acknowledgements
This research was supported by the Indonesian Ministry of National Education
under the Better Education through Reformed Management and Universal Teacher
Upgrading (BERMUTU) Scholarship (No. 7476-IND Grant Ref. TF090784).
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Wijaya, A., Van den Heuvel-Panhuizen, M., & Doorman, M. (submitted). Teachers’
teaching practices and beliefs regarding context-based tasks and students’ difficulties
in solving these tasks.
1 Introduction
Currently, the ability to apply mathematics is considered a core goal of
mathematics education all around the world (see, e.g., Graumann, 2011; NCTM,
2000; OECD, 2003; Scardamalia, Bransford, Kozma, & Quellmalz, 2012;
Schleicher, 2007; Tomlinson, 2004). In the United States this goal is explicitly
stated in the Principles and Standard for School Mathematics (National Council of
Teachers of Mathematics [NCTM], 2000). According to the NCTM (2000, p. 64),
mathematics teaching should enable students to “recognize and apply mathematics
in contexts outside of mathematics.” In the United Kingdom, mathematics
education is aimed at ensuring that young people acquire functional mathematics
(Tomlinson, 2004, p. 29), which includes the knowledge and the capacity to apply
mathematics. This goal is similar to what, for example, in the Programme for
International Student Assessment (PISA) is called mathematical literacy, which
refers to students’ ability “to identify, and understand, the role that mathematics
plays in the world, to make well-founded judgments and to use and engage with
mathematics in ways that meet the needs of that individual’s life as a constructive,
concerned, and reflective citizen” (Organisation for Economic Co-operation and
Development [OECD], 2003, p. 24).
90
Gruenwald, & Sauerbier, 2010; Prakitipong & Nakamura, 2006). It was also found
that students struggle to select adequate mathematical procedures (Clements, 1980;
Klymchuk et al., 2010) and often just apply a routine procedure without taking
realistic considerations into account (Sepeng, 2013; Verschaffel, Greer, & De
Corte, 2000; Xin, Lin, Zhang, & Yan, 2007).
The result from this PISA study prompted us to set up a project called “Context-
based Mathematics Tasks Indonesia” (CoMTI) to investigate how Indonesian
students’ performance can be improved. The first step in this project was a study
into Indonesian students’ difficulties when solving context-based tasks. We found
that the students mostly got stuck in the early stages of the solving process, i.e.,
they had particular difficulties with comprehending what a problem, situated in a
context, was about and made errors in transforming a context-based problem into
a mathematical problem (Wijaya, Van den Heuvel-Panhuizen, Doorman, &
Robitzsch, 2014). The next step in the CoMTI project was identifying possible
causes of these difficulties. For this, we took the concept of opportunity-to-learn
(OTL) into account, because this is seen as crucial in investigating possible reasons
for students’ low performance (Brewer & Stasz, 1996; Hiebert & Grouws, 2007).
Our first focus was on the OTL offered by textbooks. An analysis of Indonesian
mathematics textbooks revealed that only 11% of tasks were context-based
(Wijaya, Van den Heuvel-Panhuizen, & Doorman, submitted).
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words, the teaching practice of teachers can also contribute to the students’ OTL.
Moreover, teaching practice is often found to be affected by what teachers think
about mathematics (Ernest, 1989; Stipek, Givvin, Salmon, & MacGyvers, 2001;
Wilkins, 2008). It means teachers’ beliefs may also play a role in the OTL offered
by teachers.
2 Theoretical background
Indeed, several studies (e.g., Husén, 1967; Tornroos, 2005) have found that
curriculum and instructional materials are important for students’ OTL. Yet, there
were also studies (e.g., Grouws & Cebulla, 2000; Hiebert & Grouws, 2007) which
revealed that students’ mathematical performance is largely influenced by teachers’
teaching practices. These studies showed that the strategies used by teachers to
teach particular topics, the kinds of tasks they presented to students, and the
nature of the discussions they organized in class are important factors influencing
students’ OTL.
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practice causes students to “have less need to struggle and less occasion to make
efforts of their own to achieve understanding.”
Several studies (e.g., Hagaman, Casey, & Reid, 2013; Karbalei & Amoli, 2011) have
shown that the so-called three-step RAP (Read-Ask-Paraphrase) strategy can
stimulate students’ active involvement in getting to know what is asked in the
problem and can improve reading comprehension. The first step of this RAP
strategy is in agreement with Blum’s (2011, p. 24) suggestion to ask students to
“read the text precisely and imagine the situation clearly.” In the second RAP step,
students are encouraged to figure out what the problem is really asking them. This
approach is similar to Kramarski, Mevarech, and Arami’s (2002, p. 228) suggestion
to train students to formulate and answer self-addressed metacognitive
comprehension questions such as “what is the problem about?” The last RAP step
implies the teacher should ask students to formulate the problem in their own
words. Paraphrasing is helpful for students because it makes problems more
familiar and, consequently, more understandable for them (Karbalei & Amoli,
2011; Kletzien, 2009).
94
differences between this problem and the problems I have ever solved?” What all
these approaches have in common is that OTL in the transformation stage needs
to orient students toward identifying relevant mathematical procedures for solving
the problem (Galbraith & Stillman, 2006).
95
Toumasis (1997) and Tuge (2008) extended these different views on mathematics
to views on teaching and learning of mathematics. Their studies pointed out that
teachers with an absolutist view believe mathematics teaching is primarily oriented
toward mathematical content and the practice of procedural skills in which
teachers have the role of demonstrating how students should proceed. In contrast,
teachers with a fallibilist view focus their teaching of mathematics on mathematical
reasoning, the process of organizing patterns and structures, rather than on
practicing procedures and dealing with mathematics as a fixed system. Regarding
beliefs about the process of learning mathematics, within the absolutist view it is
argued that learning mathematics depends on drill or hard exercise of mathematical
procedures (Toumasis, 1997) and that mathematical concepts do not need to be
connected to the real-world context (Tuge, 2008). Teachers with a fallibilist view
are student-centered and believe learning mathematics should involve students in
investigation, exploration, problem solving and discussion (Toumasis, 1997; Tuge,
2008).
Comparing the characteristics of these two views, we may conclude that teachers
with a fallibilist view are well-placed to create teaching practices which provide
students OTL to solve context-based tasks: these teachers see mathematics as
related to everyday life; they emphasize student-centered learning through
investigation, exploration, and discussion, which is also in line with the consultative
teaching described earlier. In contrast, the absolutist view is at risk of not giving
students the chance to solve context-based tasks, because it considers mathematics
96
as a set of abstract concepts and focuses on teaching practices which offer students
opportunities to exercise mathematical procedures without connection to a real-
world context.
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1. What beliefs do Indonesian teachers have regarding mathematics, teaching and learning
of mathematics, and context-based tasks?
2. What OTL to solve context-based tasks do teachers offer students in their classroom
practice?
2.a. What kinds of context-based tasks do Indonesian teachers offer their students?
2.b. What teaching approach do Indonesian teachers use to teach context-based tasks?
3. Is there a relationship between the OTL to solve context-based tasks offered by
Indonesian teachers and the errors Indonesian students make when solving such tasks?
3 Method
3.2 Participants
The participants of the study were Junior High School mathematics teachers
working at seven schools in rural and urban areas in the province of Yogyakarta,
Indonesia. The seven schools were the same schools in which we collected the data
for investigating students’ errors when solving context-based tasks (see Wijaya et
al., 2014). We chose the province of Yogyakarta for the CoMTI project for reasons
of convenience (the first author originates from this province). All Junior High
School mathematics teachers of the participating schools filled in the
questionnaire. This resulted in a sample of 27 teachers (14 male and 13 female),
including nine Grade 7 teachers, twelve Grade 8 teachers, and eleven Grade 9
teachers1. The teachers had two to 34 years of teaching experience (M = 19,
SD = 10.02).
1 The total number is more than 27, because some teachers taught in two grades.
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For the classroom observations we asked all Grade 8 teachers2 whether they were
willing to be observed and video recorded during two mathematics lessons in
which they had to address context-based tasks for which we would provide them a
set of tasks. In total, four of the twelve Grade 8 teachers volunteered. The other
teachers either did not feel confident to be observed or argued that spending two
lessons on additional tasks would not fit their time schedule. The teachers whose
lessons were observed were from three different schools, had moderate to long
teaching experience, and all had a Bachelor degree in mathematics education (see
Table 1). They also used the same textbook, Matematika (Textbook for Junior High
School, Grade VIII: 2A & 2B).
Table 1
Teachers whose lessons were observed
Age Teaching experience Education
Name1 School Gender
(year) (year) background
Siti A Female 47 26 B.A. (math. education)
Ihsan B Male 44 17 B.A. (math. education)
Leni B Female 42 17 B.A. (math. education)
Ratih C Female 30 4 B.A. (math. education)
1 These names are pseudonyms.
2 Although Grade 9 students (the 15-year-olds) are the target group of the PISA studies, we decided
to do the observations in Grade 8 because that is where the basis for the performance in Grade 9 is
laid. Moreover, the schools did not give permission to do observations in Grade 9 classes because the
preparations for the National Exam took place in these classes.
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For all six items in this section we used the format of paired opposite statements as
employed by Adamson et al. (2002). We asked the teachers to rate their position on
a five-point rating scale ranging from 1 to 5, in which 1 represents a strong
absolutist view and 5 a strong fallibilist view.
The last part of our questionnaire, which contained seven items, investigated how
teachers think about their teaching practices (see Figure 5). The first three items
focused on how frequently teachers give context-based tasks, make their own
context-based tasks, and on modifying teaching materials. The last four items
examined the characteristics of the context-based tasks teachers offer to their
students. The teachers were asked to indicate on a five-point rating scale the
frequency of presenting particular context-based mathematics tasks (ranging from
1 “never”, 2 “once or twice in a semester”, 3 “monthly”, 4 “weekly”, to 5 “every
lesson”).
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Table 2
Questionnaire for investigating teachers’ beliefs about mathematics and the teaching and learning
of mathematics
Mathematics
Mathematics consists of Mathematics consists of objects
objects and patterns that and patterns that can be seen
have no existence outside the in real objects and natural
mind. phenomena.
The beauty of mathematics is The beauty of mathematics is
found mostly when complex found mostly in how it is
problems are solved using found in the patterns of
abstract concepts. nature.
Mathematics teaching
The most important part of The most important part of
instruction is the content of instruction is how it
the curriculum. encourages thinking among
students.
School mathematics is about School mathematics is about
learning skills which are learning skills that students
needed to understand higher will need in daily life.
levels mathematics.
Mathematics learning
Mathematics learning is more Mathematics learning is more
likely to occur through drill likely to occur when students
or practices of mathematical actively engage in problem
procedures in abstract or situated in various contexts.
formal forms.
Mathematics learning aims at Mathematics learning aims at
motivating students to learn motivating students to learn
mathematics as a subject skills they need in daily life.
matter.
3.4.1 Procedure
Classroom observations were conducted to further investigate teachers’ teaching
practice regarding context-based tasks. We observed two lessons for each of the
four Grade 8 teachers who volunteered to participate in this part of the study.
Because these classroom observations were intended to investigate how teachers
helped their students to learn solving context-based tasks, rather than to examine
the frequency of dealing with context-based tasks (this was covered by the
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To ensure the ownership of the teachers when teaching context-based tasks the
teachers could employ their own teaching strategies in the observed lessons.
Moreover, they were free to choose which and how many of the provided seven
tasks they would use. In addition they could also include other context-based tasks,
either from their textbook or designed by themselves. The observations were made
by the first author and the lessons were video recorded by using two cameras, a
static camera to record whole class activity and a dynamic camera to record the
interaction between teacher and particular students.
An internet company offers two different programs, i.e. Smile and Shine. Program
Smile charges customers 31,500 IDR for monthly fee and 30 IDR/1 Megabyte (MB).
Program Shine charges customers 18,000 IDR for monthly fee and 45 IDR/1 MB. The
registration fees including the price of modem for both programs are the same, i.e.
300,000 IDR. In January Doni subscribed for program Shine. In May Doni used 550
MB of internet data.
a. How much money should be paid by Doni in May?
102
Last Saturday, Joni and his friends went biking for Time Distance
three hours nonstop. (in minutes) (in km)
During the journey, Joni frequently checked the 10 2.5
odometer on his bike. The table shows the time 20 6
and the distance travelled by Joni and his friends. 35 11
a. Estimated how far Joni travelled after: 60 20.5
- a half hour 90 32
- two hours 110 38.5
b. Estimate when Joni reached the fastest speed. 150 50
The approach we chose for analyzing the video data units was based on what
Erickson (2006) called the part-to-whole deductive approach; an approach that is
used when the analysis has a particular theoretical orientation. As discussed earlier,
there is evidence from literature that teaching practices which reflect consultative
teaching offer students more OTL to solve context-based tasks than directive
teaching approaches. Therefore, we developed a framework for coding teaching
practices (see Table 3) which included characteristics of both approaches for all
four stages of solving a context-based task. When a teacher did not pay attention
to a particular stage, it was coded as “no instruction”.
The coding was carried out by the first author and afterwards the reliability of the
coding was checked through an additional coding by a researcher of mathematics
education not involved in this study. This extra coding was done based on two
randomly selected lessons from the eight video-recorded lessons. The Cohen’s
Kappa for the coding of these two lessons was .89, which indicates that the coding
was reliable (Landis & Koch, 1977).
103
104
Framework for coding teachers’ teaching practice related to context-based tasks
TRANSFOR- - Encouraging students to explore various procedures by - Telling students the mathematics
MATION considering their existing knowledge and experiences; concept or procedure required to solve
STAGE for example, by asking them to formulate and answer the problem.
self-addressed metacognitive questions, such as “What - Directly translating a real-world problem
are the similarities or differences between this problem with the into a mathematical problem.
problems I have ever solved?”
1-12-2014 16:26:26
Teaching practice supportive for Teaching practice not supportive for
Stage of solving a No
providing students OTL to solve context-based tasks providing students OTL to solve context-
MATH. - Stimulating students to check the mathematical - Directly correcting students’ mistake at a
PROCESSING procedures they perform; e.g. by saying “Check your particular step of the mathematical
STAGE calculation thoroughly”, “Do you already perform the algebraic procedures.
operation correctly?”
ENCODING - Asking students to verify the reasonableness of - Directly telling students if their solution
STAGE solutions in terms of the original problem; for example, is unrealistic or does not make sense.
by asking them to formulate and answer self-addressed - Focusing only on the correctness of the
metacognitive questions, which focus on reflecting on mathematical solution without
the solution: “Does the solution make sense?” connecting it to the context of the
- When students only give mathematical solution, asking problem.
them to interpret the solution in terms of the context
of the problem; for example, by asking: “What does this
number mean?”
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Teachers’ teaching practicesand beliefs
1-12-2014 16:26:26
Chapter 4
4 Results
106
2 The beauty of mathematics is found mostly when The beauty of mathematics is found mostly in
mathematics problems are solved using abstract how it is found in the patterns of nature.
concepts.
Mathematics teaching
3 The most important part of teaching is the The most important part of teaching mathematics is
mathematics content. how it encourages thinking and reasoning among
students.
4 School mathematics is about teaching topics, School mathematics is about teaching skills that
skills, and procedures which are needed to students will need in daily life.
understand pure mathematics.
Mathematics learning
5 Mathematics learning is more likely to occur Mathematics learning is more likely to occur
through drill or practices of mathematical when students actively engage in problem
procedures in abstract form. situated in various contexts.
Strong Strong
absolutist fallibilist
view view
Figure 3. Teachers’ tendency towards a n absolutist or fallibilist view on mathematics, mathematics teaching, and mathematics
learning
107
Teachers’ teaching practices and beliefs
1-12-2014 16:26:26
Chapter 4
Finally, we asked whether or not the teachers agreed with the statement that the
number of context-based tasks provided in textbooks is sufficient. Almost half (13
out of 27) (strongly) disagreed and only a quarter (seven out of 27) (strongly)
agreed.
108
109
Table 4
Number of Cases a Mathematics Question was Presented in the Four Observed Classrooms
Number of cases related to Number of cases related to
a bare mathematics question a context-based mathematics question
Teacher Worked Exercise question Worked Exercise question
example example
question question
Siti 3 5 (all discussed) - 6 ( 4 discussed)
Ihsan 2 2 (all discussed) 2 11 ( 6 discussed)
Leni 3 6 ( 4 discussed) - 6 ( 3 discussed)
Ratih 3 5 (all discussed) - 4 ( 2 discussed)
Total 11 18 (16 discussed) 2 27 (15 discussed)
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also found a substantial number of cases where no instruction was given. This
happened in all stages, but most often in the encoding and transformation stages.
Comprehension stage
Transformation stage
Encoding stage
(N = 4 x 15 cases)
Figure 6. Overview per stage and over all stages of the teaching approaches used by
the four teachers in the 15 found cases that were related to a context-based
mathematics question
An example of directive teaching in the comprehension stage is when Leni and her
students were working on the Journey task (see Figure 2 and Excerpt 1). After
distributing the student worksheet, Leni directly read aloud the text to her students
(see lines 1-4) and demonstrated how to read information in the table (see lines 5-
111
7). The students were not given opportunities to paraphrase the task and to derive
information from the table by themselves.
The water in the backyard is filled in with water every day. Time (x) Volume of water
The relation between the time of filling water and the volume in minutes in the tank (y)
of water poured into the tank is shown in the table. in litre
a. Let x be the time of filling water and y be the volume of 0 2
Water poured into the tank. Does every pair of time and the 1 7
related volume given in the table satisfy the equation 2 12
y = 5x + 2? 3 17
4 22
b. Plot the points representing the pairs of (x,y) on the Cartesian
5 27
coordinate and sketch a graph passing all these points.
c. If water is filled into the tank in 10 minutes, how much water
is in the tank?
Another kind of directive teaching observed in the transformation stage was telling
the students what mathematical procedure to carry out. For example, when Leni
and her students discussed a question about estimating the time Joni reached the
112
fastest speed (see Question b in Figure 2). Although Leni encouraged her students
to share their answers (see lines 3 and 5 in Excerpt 3), her focus was on the
answers and not on stimulating them to identify relevant mathematical procedures.
Furthermore, Leni directly told her students the fastest speed was the steepest line
(see lines 5-9).
In the transformation stage it was further observed that when students had already
found an adequate transformation into a mathematical problem – which was the
113
case in six of the 15 questions – the teachers did not discuss with their students
how they arrived at this mathematical problem and whether other procedures
would have also been possible.
114
Table 5 shows that the students made a substantial number of errors in the
comprehension stage, which mostly were errors in selecting relevant information.
In relation to this earlier finding, 41% of the teachers (strongly) agreed that
context-based tasks should only provide matching information. Furthermore, the
same number of teachers (strongly) disagreed that superfluous information should
be included in a context-based task. Regarding their conceived practice, 67% of the
teachers reported that they provide in every lesson or weekly context-based tasks
that contain only the information needed to find the solution. Finally, observed
teaching practice revealed that consultative teaching was not used in this stage.
With respect to the transformation stage, the findings were quite similar. In this
stage students made a high number of errors in identifying the required procedures
and, correspondingly, three quarters of teachers (strongly) agreed that context-
based tasks should state explicitly what mathematical procedure is required.
Moreover, two thirds of the teachers offered students such context-based tasks
weekly or in every lesson. The observed teaching practice showed that in 40% of
the cases no instruction was given related to this stage and that in half the cases
teaching was directive. Hardly any consultative teaching was provided to offer
students opportunities to develop their ability to transform a real-world problem
into a mathematical problem.
31 In total, 233 ninth-graders were involved in this previous study that was carried out in school year
2011-2012. The students came from the same schools as the teachers in the present study which took
place in the school year 2012-2013 and involved teachers from Grade 7 to Grade 9. The test that was
administered contained 34 questions distributed over four different booklets. Every student made 13
items. The analyzed data consisted of 3027 responses (students × items). Of these responses 1855
were correct, 346 were missing and 826 were incorrect which included 934 errors (because of the
multiple coding, the number of errors is larger than the number of incorrect responses).
115
116
Teachers’ beliefs and teaching practices per stage of solving context-based tasks and proportion of students’ errors in this stage
Stage in Proportion of type of Teachers’ beliefs Teachers’ reported teaching Observed type of teaching
solving a errors in the stage about context-based practice for teaching context- approach when teaching
context- (233 ninth-graders tasks based tasks context-based tasks
based task made 934 errors)a (N = 27 teachers) (N = 27 teachers) (N = 15 cases)
Compre- 38% Matching Strongly 41% Weekly/Every lesson 67% No instruction 20%
hension (50% of errors in this information agree/Agree
stage stage were errors in Superfluous Strongly 41% Never/Once-twice in 52% Directive instruction 80%
selecting relevant information disagree/Disagree semester
information) Missing Strongly 22% Never/Once-twice in 44% Consultative instruction 0%
information disagree/Disagree semester
Transfor- 39% Explicitly Strongly 74% Weekly/Every lesson 67% No instruction 40%
mation (68% of errors in this providing agree/Agree Directive instruction 53%
stage stage were errors in required Consultative instruction 7%
identifying required mathematical
procedures) procedures
1-12-2014 16:26:27
Teachers’ teaching practices and beliefs
In the mathematical processing stage the situation was different. Here consultative
teaching was observed in 43% of the cases, which might explain why students
made fewer mathematical processing errors than comprehension and
transformation errors. Lastly, we found that in the encoding stage, where students
only made a few errors, in almost all cases the teachers did not give any instruction
to students. Obviously, the teachers mostly ignored the interpretation of a
mathematical answer in terms of the context of a problem.
The first focus of the study was to investigate Indonesian teachers’ beliefs about
the nature of mathematics, the teaching and learning of mathematics, and context-
based tasks (Research question 1). It was found that in general the Indonesian
teachers in the study had a tendency toward a fallibilist view on mathematics, its
learning and teaching. This view suggests that they had ideas that are supportive
for offering students OTL to solve context-based tasks. However, teachers were
not always consistent in their responses. Almost half of them believed that school
mathematics is teaching pure mathematics, which clearly reflects an absolutist view.
Regarding the teachers’ beliefs about context-based tasks, we found the teachers
tended to perceive context-based tasks as merely plain word problems. Most
teachers thought that context-based tasks should provide only the information
needed to find the solution and should explicitly provide the required mathematical
procedures. In line with other researchers (Chapman, 2009; Galbraith & Stillman,
2006; Maas, 2010; Verschaffel et al., 2010), we argue that having such beliefs about
context-based tasks and perceiving context-based tasks as straightforward word
problems will not be supportive for providing students OTL to solve context-
based tasks. Teachers who have such beliefs might only focus on the mathematical
properties or structures of a context-based tasks without attaching great value to
the problems’ context (Chapman, 2009). Furthermore, they might abandon daily
117
life knowledge and experiences during the solving process (Galbraith & Stillman,
2006) and might not contribute to the students’ sense-making of a problem
(Verschaffel et al., 2010). Moreover, word problems usually provide mathematical
procedures and therefore do not offer enough opportunities for students to learn
to identify an appropriate procedure or make a mathematical model of the
problem situation (Maass, 2010).
When investigating the kinds of context-based tasks the Indonesian teachers offer
their students (Research question 2a) the questionnaire data indicated a relation
with the teachers’ beliefs. In agreement with their beliefs, the teachers reported
that they mostly gave context-based tasks which explicitly provide the needed
procedures and contain only the information that is relevant for solving the tasks.
Furthermore, most teachers stated that they rarely gave context-based tasks with
superfluous information.
With respect to how context-based tasks were taught (Research question 2b) the
classroom observations revealed that the Indonesian teachers in our sample mainly
used a directive teaching approach. The teachers mainly told the students what the
problem is about, what information they have to use, and what mathematical
problem they have to solve. The teachers also immediately corrected their
students’ mistakes when performing a mathematical procedure, and focused on the
mathematical solution without connecting it to the context of the problem. In
agreement with Antonius et al. (2007) who argued that teaching context-based
tasks requires more than telling what students should do and offering exercises to
practice, we argue that the observed teaching practice in the investigated
Indonesian classrooms cannot be considered to be supportive for providing
students OTL to solve context-based tasks. More specifically, our observation that
in the comprehension stage the teachers did not give their students opportunities
to paraphrase the tasks, might contribute to students’ difficulty in comprehending
a context-based task (see Hagaman, Casey, & Reid, 2008). Paraphrasing would help
students to understand the text of a task, and to get access to what they already
know about the task (Kletzien, 2009). The directive teaching observed in the
transformation stage is also not beneficial to teaching students to solve context-
based tasks, because as Barnes (2000) stressed, this teaching discourages students
to think about mathematical concepts involved in tasks. Only in the mathematical
processing stage did we find the teachers using consultative teaching, which may
be so because the teachers have more experience in teaching mathematical
procedures than in dealing with real-world problems. Therefore they might have
118
Our finding about teachers’ preference for the directive teaching approach is in
line with results from other studies which also examined teaching practices in
mathematics classrooms in Indonesia (see, e.g., Human Development Department
East Asia and Pacific Region, 2010; Maulana, Opdenakker, Den Brok, & Bosker,
2012). These studies revealed that Indonesian mathematics teachers tended to take
a directive role in which they mostly explain while students write, listen, and
answer closed questions. Maulana et al. (2012) argued that such directive practices
might be caused by a cultural aspect of Indonesian society that considers the
teacher profession as highly respected, so the teacher is considered as the source of
knowledge, whereas students are the recipients.
119
practices was captured. Moreover, in this selection the focus was only on one
mathematics topic. The teachers might have shown different teaching practices if
they were observed for more lessons addressing various mathematics topics. In any
case a larger sample of teachers would have given a more reliable picture of
Indonesian teachers’ teaching practice regarding context-based tasks. Finally, to
answer the research question about the relationship between OTL offered by
teachers and errors made by students we used data, as explained in the Results
section, which came from the same schools, but not from the same cohorts.
These limitations make it clear that to have a more robust understanding of the
teachers’ role in the difficulties students have when solving context-based tasks, it
is necessary to conduct a further research which has a wider scope and includes
more teachers that are followed, with their students, over a long time.
Nevertheless, the present study gives a first understanding of the importance of
the OTL offered by the teachers and added to our earlier study about the OTL to
solve context-based tasks offered in Indonesian textbooks (Wijaya et al.,
submitted).
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performance in solving these tasks – lessons from Indonesia.
1 Introduction
The broad recognition of the importance of mathematics for coping with the
demands of the 21st century has led to an emphasis on developing students’ ability
to apply mathematics in a real-world context as an important goal of mathematics
education (Eurydice, 2011; Graumann, 2011; National Council of Teachers of
Mathematics [NCTM], 2000; Tomlinson, 2004). This ability is also the focus in the
framework used in the Programme for International Student Assessment (PISA) of
the Organisation for Economic Co-operation and Development (OECD, 2003).
However, notwithstanding the high importance attached to teaching students to
apply mathematics, there is a discrepancy between this intended goal and the
achievement of students. A number of studies (e.g., Cooper & Dunne, 2000; Sam
et al., 2001) have shown students’ low performance in solving mathematics tasks
that are situated in real-world contexts. In the PISA studies (OECD, 2010; 2013) it
was found that many students cannot solve real-world problems that require
reasoning skills and mathematical modeling of complex situations.
126
carried out, and provide precisely the information that is needed to solve the task.
Finally, in our third study (Wijaya et al., submitted b) classroom observations were
carried out to identify what opportunities teachers offer their students to learn to
solve context-based tasks. Here we noticed that Indonesian teachers mostly used
directive and teacher-centered teaching and did not give students opportunities to
actively get involved in and reflect on the process of solving context-based tasks.
In the present study, the findings of these three earlier studies were synthesized
and used to develop an intervention that offers students opportunity-to-learn to
solve context-based tasks. This intervention was put to the test in a field
experiment in which we investigated whether student performance can be
enhanced by giving students experience in solving context-based tasks that require
the selection of relevant information and an adequate mathematical procedure, and
by offering them a teaching approach that involves them actively in the process of
solving context-based tasks.
2 Theoretical background
In each of these stages students can face difficulties and make errors. Research has
shown that in the first stage students often misunderstand the meaning of the tasks
and misinterpret the terms used in the tasks (Bernardo, 1999; Klymchuk et al.,
2010). In the second stage students are struggle to identify the mathematical
concept or procedure that is needed to solve the tasks (Clements, 1980; Klymchuk
et al., 2010). This difficulty relates to students’ tendency either to apply routine
mathematical procedure without realistic considerations (Verschaffel et al., 2000;
Xin et al., 2007) or to take too much account of the context of the tasks so that no
127
mathematical concept or procedure is used (Boaler, 1994). In the third stage where
the mathematical processing is carried out, students can make errors in carrying
out mathematical procedures. At the end of the solving process, in the fourth
stage, students often have difficulties in interpreting a solution in terms of the
context, and give solutions that are not relevant to the context of the tasks (Greer,
1997).
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content is also an important aspect. As found by Xin (2007), students tend to solve
word problems by using the solution strategies suggested in the textbooks. Third,
students’ opportunity-to-learn is also determined by the characteristics of the tasks
in textbooks. In this respect, Charalambous et al. (2010) mention the cognitive
demands of tasks and the required types of responses in tasks. For example, it
makes a difference whether students can build up experience with tasks in which
they just have to recall facts and procedures, or that they are offered tasks in which
they have to model a problem situation or reflect on a solution. With respect to
opportunity-to-learn to solve real-world problems, Maass (2007) highlighted the
importance of giving students tasks that have superfluous and missing information.
Such tasks are necessary to direct students to pay attention to the context of the
tasks and to teach students to distinguish between relevant and irrelevant
information. Furthermore, it is also essential to provide students with real-worlds
problems that do not provide explicit suggestions about the required procedures to
develop students’ modeling competence (Maass, 2010).
129
solving process and reflect on it (Kramarski et al., 2002; Montague, 2007; 2008).
Another kind of metacognitive prompt is giving a verbal prompt or instruction to
help students focus attention on particular aspects of the solving process and to
assist them in carrying out the solving process (Goldman, 1989; Montague, 2007;
Montague et al., 2000). For example, the instruction to underline the important
information in a task (see e.g. Montague, 2007; 2008) can be used to guide students
to focus on identifying relevant information. Asking students to paraphrase a task
is also an important prompt. According to Karbalei and Amoli (2011) and Kletzien
(2009), students who explain in their own words what the task is about, gain a
better understanding of the task while doing this.
Our error analysis revealed that 38% of Indonesian students’ errors when solving
context-based tasks were comprehension errors. Students often misunderstood the
question of a context-based task. Students also made remarkable errors in selecting
relevant information in which they tended to use all information given in the text
without considering the relevance of this information. Transformation errors were
found in 42% of students’ errors. Many students used the wrong procedure or
concept when solving a context-based task in which they tended to use a familiar
procedure. Regarding mathematical processing errors which are not directly related
to the context-based character of the tasks, but rather to the mathematical topic
130
addressed in the tasks, we found that 17% of all errors were of this type. In our
study, students frequently made errors in interpreting graphs and in dealing with
algebraic formulas or expressions. Finally, encoding errors were found to be in the
minority, with only 3% of students’ errors belonging to this type. An example of
this error type is students giving 70 meter as the pace length of a human.
Our textbook analysis revealed that only 10% of the tasks in the textbooks were
context-based tasks. When zooming in on the characteristics of these context-
based tasks, we found that three quarters of them used a camouflage context,
which means that the context can be neglected when solving the task and that the
procedures are explicitly provided. It also means that the students did not have to
think about transforming the task into a mathematical problem. Furthermore, this
lack of stimulus for transformation was amplified by the fact that all the context-
based tasks were given after the explanation sections in which a particular concept
or procedure was explained. With respect to the type of information, 85% of the
context-based tasks contained matching information, meaning that only the
relevant information was provided. Lastly, only 2% of the context-based tasks in
Indonesian textbooks were reflection tasks, i.e. tasks with the highest cognitive
demands that require constructing original mathematical approaches and
communicating complex arguments and reasoning.
131
Combining these findings with our findings regarding the types of students’ errors
strongly indicates that both sets of findings are related. First of all, when only 10%
of the tasks in Indonesian textbooks are context-based one cannot expect
Indonesian students to be good at solving such tasks. Also, the characteristics of
the tasks included in the textbooks are clearly reflected in the students’ errors. For
example, the lack of opportunity students that get in dealing with superfluous and
missing information can be recognized in the large number of errors Indonesian
students made in selecting information. Similarly, the high percentage of students’
transformation errors corresponds to the low number of context-based tasks in
textbooks in which the students had to figure out the mathematical procedure by
themselves.
To examine in more detail the teaching practice, observations were done in four
classrooms. As studies by Anthonius et al. (2007) and Blum (2011) highlighted that
for teaching mathematical modeling a consultative teaching practice is more
helpful than a directive teaching practice we took this distinction as the perspective
of our classroom observations. In consultative teaching a teacher plays a
consultative role and involves students to actively carry out and reflect on the
process of solving context-based tasks, while in directive teaching a teacher mainly
tells students what they should do to solve a context-based task. Our observations
covered in total eight lessons carried out in four classrooms of four teachers.
132
4 Method
133
teaching program that was developed on the basis of the textbook that they
regularly use.
4.2 Participants
The study took place in six junior high schools located in the province of
Yogyakarta, Indonesia. This province was chosen for reasons of convenience; the
first author originates from this part of the country. In every school an
experimental class and a control class were selected. In four schools there was only
one teacher for each grade; therefore in these schools one teacher taught both the
experimental and the control class. In the other two schools the experimental class
and the control class were taught by different teachers. We left the decision about
the allocation of these teachers to one of the two conditions to the school
principal. All eight participating teachers had a bachelor degree in mathematics
education and considerable teaching experience, ranging from 5 to 32 years
(M = 18.9 years; SD = 9.9 years). In each school several textbooks were in use, but
all schools also had one textbook in common, which was Matematika (Textbook
for Junior High School, Grade VIII: 2A & 2B).
In total, in the six schools 311 eight graders (M = 13.8 years; SD = 0.5 year)
participated in the study, involving 146 students in the experimental group and 165
in the control group. However, the data analysis was based on the 299 students
(M = 13.7 years; SD = 0.5 year) who were present during both the pretest and the
posttest. Of these students, 144 students were in the experimental group and 155
students in the control group.
134
135
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the monthly fee for the program Smile (30,500 IDR), the fee per 1 MB (40 IDR),
or the registration fee (300,000 IDR).
The third characteristic required for the context-based tasks was that they do not
contain apparent indications about the procedures that can be used to solve the problem. If
explicit information is given about what procedure to apply, then students are not
offered opportunity-to-learn to decide what would be a suitable mathematical
procedure. Therefore, we designed the Internet task so that students are not put
directly on the track of starting with a particular mathematical procedure, such as
making a calculation, formulating and solving an equation, or drawing a graph.
Instead, students are just asked to decide whether it is better for Doni to change
the internet program and, if yes, when it is better to change. This means that
students have to come up with a procedure by themselves.
The metacognitive prompts were meant to point students to important aspects of the
tasks and the solving process. A first metacognitive prompt was asking students to
underline all the information included in a context-based task and to discuss the
included information. For example, in the Internet task this prompt was given in
the first assignment. As a second metacognitive prompt, students were asked to
use their own words to explain the Internet task. This paraphrasing of a given
problem was a second type of metacognitive prompt to help students to get a
better understanding of what the problem is about. Finally, a third type of
metacognitive prompt was to elicit self-questioning. For example, in the Internet
task students were stimulated to ask themselves questions, such as “What strategy
can we use to solve Doni’s problem?”.
137
question in the context-based tasks, but in the later lessons the prompts gradually
faded out.
The suggestions for discussions to promote reflection were not embedded in the tasks, but
were only included in the teacher guide. This means that suggestions were
provided for additional instructions or guiding questions. For example, when
students had difficulties with only circling the relevant information in the Internet
task, the teacher could suggest students moving away from the question they had
to answer in this task (“How much money did he pay in May?”) and starting with
identifying the keywords of this question. Based on these keywords students can
look for relevant information in the remaining text.
138
The observations and the teachers’ reports gave the impression that with respect to
the consultative teaching in general the teachers did the intervention according to
the plan. However, for the exposure of context-based tasks, on average the
teachers discussed only six out of the nine tasks that we gave them. Furthermore,
the observations revealed that during the lessons the teachers frequently read the
teacher guide before giving a metacognitive prompt or stimulating discussion and
reflection.
139
9A ‘mathematics unit’ consists of one or more questions that can be answered independently (see OECD,
2003, p. 52). These questions are based on the same context which is generally presented by a written
description and/or a graphic or another representation.
140
To avoid a re-test effect due to administering two times the same items, the group
of students in each class was randomly split in half, leading to two groups of which
one got Booklet A as a pretest and Booklet B as a posttest, with the other group
getting these booklets in the reverse order.
The coding was carried out by the first author. The interrater reliability of the
coding was checked through an extra coding by a mathematics teacher who was
not part of this study. The extra coding was done on the basis of 12% of the coded
responses, which were randomly selected. With a Cohen’s Kappa of .78, the
141
agreement between the first author and the second coder was substantial (Landis &
Koch, 1977).
5 Results
We also took an exploratory look at the effect of the school, finding a significant
main effect for the school students were in (p < .001, Ƨp2 = .114). In Figure 4 the
different gains for the students in the control and experimental condition in the six
schools are displayed.
142
Figure 4. Mean gain scores for students in the control (white) and experimental (gray)
condition in the six schools
143
Figure 4. Mean gain scores for students in the control (white) and experimental (gray)
condition in the six schools for both booklet orders
Table 1 presents the results of the error analysis. Looking at the changes in the
total number of errors between the experimental group and the control group we
found that the decrease in the number of errors made by the students in the
experimental group was about ten percent points larger than in the control group:
in the experimental group the decrease in errors was 18%, whereas in the control
group this was 7%. This showed that there was a significant difference between the
experimental group and the control group on the decrease in the total number of
errors (Ʒ² (1, n = 4127) = 4.149, p = .042).
144
Table 1
The number of errors made by the students in the pretest and the posttest
Number of
Types of errors Percent of
Sub-types of errors Group
errors Pre- Post- change
test test
Compre- Errors in understanding Exp. 68 51 - 25% a
hension instruction Control 84 93 11%
Errors in understanding Exp. 22 36 64%
a keyword Control 14 39 179%
Errors in selecting Exp. 125 86 - 31%
information Control 125 127 2%
Exp. 215 173 - 20%
Total
Control 223 259 16%
Encodingc Exp. 32 33 3%
Control 58 53 - 9%
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For the transformation errors the results were different. Here, for both the
students in the experimental and the control group there was on average a decrease
of 20% in the number of errors, but at item level the change in errors differed
between the two groups. For example, in a follow-up question in the Skateboard
task students were asked to determine the number of different skateboards that
can be assembled based on a number of different skateboard components. The
transformation error that most students made was to simply add up the number of
components. This error decreased by 20% in the control group, but by only 3% in
the experimental group. However, for other items we found that for students in
the experimental group, in contrast with the students in the control group, the
number of transformation errors in the posttest was remarkably smaller than in the
pretest. This appeared to be the case for context-based tasks addressing the
interpretation of graphs. For example, in the Speed task in which a graph of the
varying speed of a racing car that drives along a flat 3-kilometer-track is presented,
students were asked to choose from five alternative race tracks along which the car
could have produced the speed graph that was shown. A usual transformation
error for this task was treating a graph as a literal picture of a situation. In the
experimental group the occurrence of this error decreased by 17%, whereas in the
control group it stayed the same. This result can be explained by the fact that in
the intervention program less explicit procedures were given for solving tasks
related to graphs than in the control group. In the regular program the tasks were
mostly cast in a particular mathematical language by which the students were
146
immediately directed to the procedure of using linear equations to create tables and
use the numbers in the tables to draw graphs (with x horizontally and y vertically).
Consequently, students in the experimental group had had more opportunities to
learn to interpret and reason about graphs in context-based tasks.
Similar to comprehension errors, for mathematical processing errors the number
of errors decreased in the experimental group while it increased in the control
group. When taking a closer look at the sub-types of the mathematical processing
errors, we found that the largest difference between the two groups was in
arithmetical errors: in the posttest the number of arithmetical errors in the
experimental group barely changed, whereas in the control group the number
increased by 70%. Lastly, regarding the encoding errors we found only a small
number of errors and in both groups the number of these errors hardly changed
between pretest and posttest.
6 Discussion
Although our analysis showed that the students in the experimental group made
more progress than the students in the control group, the difference between the
two groups was only marginally significant and the effect was small. This result
might be due to the short duration of our intervention, which contained only five
30-minute lessons over a two-week period. In such a short time the students might
not have internalized the metacognitive prompts. As highlighted by Veenman et al.
(2006), prolonged training is fundamental for a successful metacognitive
instruction. Furthermore, because the teachers only offered and discussed six of
the nine tasks we provided, the students might not have received enough chances
to deal with the context-based tasks. Finally, following Kramarski et al. (2002),
who indicated that teacher experience in metacognitive instruction influences
student performance, the Indonesian teachers experience with this type of
instruction might have played a role. Several studies have shown that directive
teaching is still the dominant approach in mathematics lessons in Indonesia
(Maulana et al., 2012; Wijaya et al., submitted b; World Bank, 2010).
147
Because of limited financial resources available for this study there were
restrictions in the way we could set up our research. This resulted in some
limitations that should be taken into account in the interpretation of our findings.
A first limitation is that we could not include a large number of schools to achieve
sufficient statistical power. Furthermore, because of the limited number of schools
that we could take on board, we could not compose two groups of matched
schools followed by a random allocation to the experimental or the control group.
In our design, the two conditions were situated within every school. However,
most schools had only one teacher for each grade, which means that in these
schools the experimental students and the control students were taught by the
same teacher. This is not an ideal situation, because what the teachers did in the
experimental group might have had an influence on their teaching practices in the
control group. Another shortcoming of the study is that we could not include a
measure of the students’ general achievement level in mathematics in the analysis,
because the different districts where the schools were located administered their
own tests for Grade 8, which made the scores of students in different schools not
comparable.
These limitations ask for further research to get a more thorough understanding of
whether and how students’ ability in solving context-based tasks can be improved
148
149
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155
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Outline of the intervention program
Chapter 5
2 Gradient (1) - Understanding definition of - Identifying and completing missing - Experiment task: 1
gradient information. Determining the
- Determining gradient of a - Selecting relevant information. fastest speed of
straight line through two - Identifying appropriate mathematics bike simulation
points procedure. - Price task:
Determining the
increase rate of
oil price
3 Gradient (2) - Determining gradient of parallel - Identifying and completing missing - Bus task: 1
lines information. Comparing bus
- Determining gradient of - Identifying appropriate mathematics speed
perpendicular lines procedure. - Water pump task
- Interpreting the solution in terms of the (1):
problem situation. Visualizing the
rates of filling
water tanks
1-12-2014 16:26:29
Bare
Mathematical Goal related to Goal related to
Lesson Context-based task math.
5 Equation of Determining the equation and - Selecting relevant information - Water pump task 2
straight line sketching the graph of: - Interpreting the solution in terms of the (2):
(2) - A line through point (x1,y1) and problem situation Estimating
parallel to another line filling rates
- A line through point (x1,y1) and
perpendicular to another line
OTL to solve context-based tasks and students’ performance
157
1-12-2014 16:26:29
Appendix 2
158
Coding scheme for error types when solving context-based mathematics tasks
Chapter 5
Transformation Procedural tendency Student tends to directly use a mathematical procedure such as formula or
algorithm without analyzing whether or not it is needed.
Taking too much account of the Student’s answer only refers to the context or real-world situation without taking
context the perspective of the mathematics.
Wrong mathematical Student uses mathematical procedures or concepts which are not relevant to the
operation/concept tasks.
Treating a graph as a picture Student treats a graph as a literal picture of a situation. (S)he interprets and
focuses on the shape of the graph, instead of on the properties of the graph.
1-12-2014 16:26:29
Error type Sub-type Explanation
Encoding Student is unable to correctly interpret and validate the mathematical solution in
terms of the real-world problem. This error is reflected by an impossible or not
realistic answer.
OTL to solve context-based tasks and students’ performance
159
1-12-2014 16:26:29
Chapter 2
160
Conclusion
Conclusion
The error analysis revealed that Indonesian students primarily had difficulties in
comprehending context-based tasks and in transforming real-world problems into
mathematical problems. In the process of comprehending a context-based task,
students often made errors in selecting relevant information, i.e. they tended to use
all information provided in the task. This finding adds to the results of the PISA
studies (e.g. OECD, 2013) that most Indonesian students can solve context-based
tasks if all relevant information is given and the questions are clearly stated. In line
with Jupri, Drijvers, and Van den Heuvel-Panhuizen (2014), it was found that
when Indonesian students had to transform a real-world problem into a
mathematical problem many of them were unable to identify the required
mathematical concept or procedure. The students had a tendency to apply a
162
familiar procedure or calculation without considering its relevance for the context
of the task.
In addition to these specific results, this study showed how analyzing students’
difficulties can be a crucial preliminary step in the process of improving student
performance because it sheds light on key aspects of solving context-based tasks
that need to be developed. For example, the findings of this study suggest that
improving the task comprehension of Indonesian students requires a focus not
only on students’ language competence, but also on the ability to select relevant
information. Furthermore, the ability to identify the required procedure or concept
was found to be another key competence that needs to be improved.
163
Teachers’ beliefs
The findings of this study showed that the involved teachers tended to perceive
context-based tasks merely as plain word problems. The teachers focused only on
the use of simple real-world contexts without really taking mathematical modeling
into account and argued that the mathematical procedure required to solve a
context-based task should be given explicitly. Furthermore, the teachers also did
not consider missing and superfluous information as an important characteristic of
a context-based task. In sum, the teachers did not hold beliefs that are supportive
towards providing students with opportunity-to-learn to solve context-based tasks.
164
teachers mostly gave students context-based tasks that had explicit indications
about the required procedure and provided only the relevant information. The
second aspect is the teaching approach used by teachers to help students learn to
solve context-based tasks. It was revealed that the teachers mostly used directive
teaching. In directive teaching, students are not actively involved in reflecting on
and carrying out the stages of solving context-based tasks. With respect to the
process of comprehending a context-based task the teachers frequently told
students what the task was about and what information was needed to solve it.
This directive teaching approach was also observed in the process of transforming
a real-world problem into a mathematical problem. It was visible in how the
teachers directly told their students the mathematical procedure required to solve
the task. In contrast to directive teaching, a consultative teaching approach, in
which students get opportunities to actively perform and reflect on the solving
process, was rarely used by the teachers. This teaching approach was mostly
observed in the process of carrying out mathematical procedures, which, in fact, is
a process in which students do not have to deal with the contexts of a task.
165
The field experiment showed that there was only a small and marginally significant
effect of the opportunity-to-learn on students’ gain scores. Nevertheless, a closer
examination of the effect of the opportunity-to-learn on students’ errors revealed a
positive influence. Students who received the opportunity-to-learn could better
understand the instruction for a context-based task and had improved
performance in selecting relevant information. With respect to transforming a real-
world problem into a mathematical problem and identifying the required
procedure in general no influence of the opportunity-to-learn was found.
However, a positive influence was found for context-based tasks addressing graphs
– i.e. the topic taught during the intervention period – in which students who got
the opportunity-to-learn were better able to explain a mathematical interpretation
of a graph. Reflecting upon this finding and referring to Howson (2010), it can be
learned that to improve students’ ability to identify the required procedure it is
essential to provide not only context-based tasks that are related to the topic being
taught, but also context-based tasks that address other topics.
166
167
168
Relevant and essential context. A context-based task should use a real-world context
that is essential and needs to be considered in the solving process. Such tasks offer
students more opportunities to transform a real-world problem to a mathematical
problem, which is an important aspect of applying mathematics.
169
Superfluous and missing information. The ability to distinguish between relevant and
irrelevant information is a key aspect of solving problems in real life. However, this
PhD research shows that most students were not able to select information and,
correspondingly, received mainly tasks that contained only the information
required to find the solution. With respect to this finding, I recommend offering
students context-based tasks that have superfluous or missing information; i.e.
tasks that have more or less information than what is needed to find the solution.
Teaching approach is not the only important aspect of teaching practices, because
in order to optimally support their students’ acquiring particular competences,
teachers also need to know students’ learning difficulties. This research suggests
that diagnosing students’ difficulties could provide essential information for
improving student performance. Therefore, I recommend teachers including
diagnosing students’ difficulties as an integral part of their teaching practices.
170
2.3 Teachers
In relation to the previous two recommendations, I would like to highlight three
essential roles of a teacher. First, a teacher is required to select tasks that match the
learning goals and the students’ ability level, because not every task in a textbook
might be appropriate for his/her classroom practice. Second, a teacher should
design tasks when textbooks do not accommodate all learning goals set in the
curriculum or when the teacher has his/her own specific learning goals. The third
role of a teacher is to convert tasks to learning opportunities; which means the
teacher should use the tasks to support students’ learning.
The findings about the low exposure of context-based tasks in textbooks and that
teachers mostly offered students mere plain word problems indicate a need to
increase the teachers’ role in selecting and designing context-based tasks.
Designing one’s own tasks could also lead to better task ownership for teachers
and also contribute to teachers’ flexibility and creativity in using the tasks to
support students’ learning, which is in fact related to the third role of a teacher. To
increase the three roles of a teacher I recommend paying attention to teachers’
beliefs about context-based tasks. A correspondence between teachers’ beliefs
about context-based tasks and the characteristics of tasks they offered to students
indicates that having appropriate beliefs might be crucial for selecting and
developing good context-based tasks. Furthermore, appropriate beliefs, according
to Blum (2011), are also necessary for teaching context-based tasks, which is the
third role of a teacher. As an addition to beliefs, knowledge is also an important
element for increasing the roles of a teacher in teaching context-based tasks. A
teacher needs to have knowledge of context-based tasks, which includes: (1) the
type of context; (2) non-explicit procedures; (3) the type of information; and (4)
cognitive demands of tasks.
Above all, as my final note I would like to highlight that we cannot rely solely on
teachers to improve student performance. Teachers need professional
development for which support from other parties, especially teacher training
institutions, is highly required. Professional development for teachers has been
recognized as a key aspect to improve the quality of education and student
achievement (Guskey, 2002; Porter, Garet, Desimone, Yoon, & Birman, 2000;
Supovitz & Turner, 2000). Therefore, I would like to recommend teacher training
institutions to consider beliefs and knowledge about context-based tasks in their
training programs.
171
172
The investigation into possible reasons for student difficulties only emphasized
factors that are related to cognitive aspects, i.e. textbooks and teachers’ teaching
practices. However, as pointed out by Leron and Hazzan (1997), students’ thinking
is influenced not only by cognitive factors, but also by affective factors. Therefore,
investigating affective factors such as students’ motivation might provide a
comprehensive picture about possible factors that influence student performance
on context-based tasks.
With regard to teachers’ teaching practices the focus was only on teachers’ beliefs
and teaching approaches. Although the research findings regarding these two
aspects already provide recommendations for improving educational practices in
Indonesia, it is important to take teachers’ knowledge about context-based tasks
into consideration. Teachers’ knowledge about context-based tasks might also have
influence on teaching practices and, therefore, on student performance.
Another issue that needs further consideration is teacher quality, because teachers
play a key role in the learning process of students. In attempting to improve
teacher quality, the Indonesian government, through the Teacher Law 2005, sets
minimum academic and professional requirements for teachers. One of the
requirements is the need for higher standards in classroom teaching, in which
teachers are required to engage students in the learning process (Jalal et al., 2009). I
argue that the consultative teaching that was developed in this PhD research meets
this requirement. Therefore, as a further study it might be valuable to incorporate
and collaborate the knowledge generated by this research into two major teacher
training programs that are positioned by the Indonesian government as strategies
for teacher quality improvement; i.e. Pendidikan dan Latihan Profesi Guru (in-service
teacher profession training) and Pendidikan Profesi Guru (professional education for
pre-service teachers).
173
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176
Samenvatting
Ringkasan
Acknowledgments
Curriculum vitae
Summary
Four studies were carried out to answer these research questions. The studies are
reported in chapters 2 to 5 of this thesis. Chapter 2 contributes to answering the
first research question, Chapter 3 and Chapter 4 address the second research
question, and Chapter 5 provides an answer to the last research question. Finally,
the findings of the four studies are synthesized in Chapter 6.
Chapter 2 describes the study into Indonesian students’ difficulties when solving
context-based tasks. In this first study, a total of 362 ninth- and tenth-grade
students from eleven schools from rural and urban areas in the Province of
Yogyakarta in Indonesia took a paper-and-pencil test on context-based PISA
mathematics tasks. To investigate the kinds of difficulties students have when
solving these tasks an error analysis was performed on the students’ responses. For
this purpose, an analysis framework was developed by combining Newman’s error
categories with the stages of modeling when solving context-based tasks and the
stages of mathematization as used in PISA. The analysis framework comprised
four types of errors: comprehension, transformation, mathematical processing, and
encoding.
179
After investigating students’ difficulties, the next step in this PhD research was
identifying possible explanations for these difficulties. For this purpose the
concept of ‘opportunity-to-learn’ was used as the key perspective. The
investigation focused on opportunities-to-learn in the used mathematics textbooks
as well as in the teaching practice of the teachers.
The analysis revealed that the investigated Indonesian mathematics textbooks have
a very low number of context-based tasks. Only 10% of tasks could be labeled as
context-based tasks. To get a better picture of the relation between opportunity-to-
learn offered in textbooks and student performance, an in-depth analysis of the
characteristics of these context-based tasks was carried out. It was found that three
quarters of the context-based tasks in the textbooks used a camouflage context
(which means that the tasks are merely dressed-up bare problems) and provided an
explicit indication about the mathematical procedure to be used. This finding
shows that Indonesian mathematics textbooks do not offer students enough
opportunity-to-learn to identify a suitable mathematical procedure to solve a
context-based task, which might explain the high number of transformation errors
made by the students. Moreover, the textbook analysis also disclosed that most
context-based tasks in Indonesian textbooks provided just precisely the
information needed to solve a task. This result signifies a lack of opportunities for
students to learn to select relevant information, which, therefore, might have
contributed to students’ comprehension errors, in particular errors in selecting
information.
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The classroom observations showed that the teachers mainly used a directive
teaching approach in which they told the students what a context-based task is
about, translated the task into a mathematical problem, and explained what
mathematical procedure had to be carried out. Students were not encouraged to be
actively involved in and reflect on the process of solving context-based tasks. This
directive teaching approach was mostly used in the comprehension and
transformation stages. Consultative teaching in which students were actively
engaged in the process of solving context-based tasks was barely used by the
teachers. Remarkably, this consultative teaching approach was mostly used in the
mathematical processing stage; the stage in which students factually do not have to
deal with the context of a task.
Chapter 5 describes the final study of this PhD research in which the findings of the
first three studies were used to develop an intervention intended to offer students
opportunity-to-learn to solve context-based tasks. This intervention comprised two
components: a set of context-based tasks and guidelines for a consultative teaching
181
This study revealed that there was only a small and marginally significant effect of
the opportunity-to-learn on the students’ gain scores. Nevertheless, a closer
examination of the effect of the intervention on the students’ errors revealed a
positive influence. The students who received the opportunity-to-learn could
better understand the wording of a context-based task and had improved
performance in selecting relevant information. With regard to the students’
performance in transforming a real-world problem into a mathematical problem
and in identifying a suitable procedure no influence of the intervention was found
in general. However, a positive influence was found for context-based tasks
addressing graphs, which was the topic taught during the intervention period.
Students who were involved in the intervention were better able to give a
mathematical interpretation of graphs. This finding indicates that to improve
students’ ability to identify a suitable mathematical procedure it is important to
provide students with context-based tasks that address all kinds of topics and not
only offer them context-based tasks that are related to the topic that is currently
taught, because then the mathematical procedure is more or less given.
Chapter 6 provides an overview of the findings of the four studies and offers
recommendations for educational practice and for further research. The main
conclusions that can be drawn from this PhD research are that on the one hand
Indonesian students mainly had difficulties in comprehending context-based tasks
and in transforming them into a mathematical problem, and that on the other hand
it was found that there was a lack of opportunity-to-learn to solve context-based
tasks in textbooks and teachers’ teaching practice. On the basis of these research
findings three recommendations were given for improving the practice of teaching
context-based tasks. The first recommendation is to include more context-based
tasks in the learning materials; especially context-based tasks that use relevant and
essential contexts, have superfluous or missing information, and do not explicitly
signify what mathematical procedure is suitable. The second recommendation
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addresses the teaching practice; that is, the use of a consultative approach and
make use in the teaching practice of the knowledge about students’ difficulties
when they have to solve context-based tasks. The third recommendation is to pay
attention in teacher education and professional development to teachers’ beliefs
and their knowledge about context-based tasks, because these two aspects are
essential for selecting good tasks (or designing them) and creating learning
opportunities with them.
183
Samenvatting
1. Welke problemen hebben Indonesische leerlingen bij het oplossen van contextopgaven?
2. Wat zijn mogelijke verklaringen voor de problemen van Indonesische leerlingen bij het
oplossen van contextopgaven?
3. Hoe kunnen de prestaties van Indonesische leerlingen bij contextopgaven verbeterd
worden?
185
De foutenanalyse liet zien dat de meeste fouten van de leerlingen gemaakt werden
in het begrijpen van de opgaven en in het omzetten naar een wiskundige
bewerking. Deze bevinding impliceert dat de Indonesische leerlingen vooral moeite
hadden met de eerste twee fasen in het proces van het oplossen van
contextopgaven. Bij het begrijpen van de opgaven maakten de leerlingen vooral
fouten in het selecteren van de relevante gegevens en bij het omzetten naar een
wiskundige bewerking lukte het ze vaak niet om een passende wiskundige
procedure te vinden.
186
187
Hoofdstuk 5 beschrijft de laatste studie die in het kader van dit promotieonderzoek
is uitgevoerd. In deze studie is een veldexperiment uitgevoerd om de bevindingen
van de tweede studie (leermogelijkheden in wiskundemethodes, zie hoofdstuk 3)
en de derde studie (leermogelijkheden in de lespraktijk, zie hoofdstuk 4) te toetsen.
Daarvoor is een interventie ontwikkeld waarin de leerlingen uitdrukkelijk
leermogelijkheden werden geboden voor het oplossen van contextopgaven. De
interventie bestond uit twee componenten: een verzameling contextopgaven en
een onderwijsaanpak waarbij de leerlingen door meta-cognitieve hints werden
gestimuleerd actief mee te denken bij het oplossen van contextopgaven. Deze
contextopgaven hadden drie belangrijke kenmerken: een relevante en essentiële
context, overbodige of ontbrekende gegevens, en geen expliciete aanwijzingen
voor de uit te voeren wiskundige procedures. Om het effect van de interventie te
meten is een voortoets en een natoets afgenomen bestaande uit contextopgaven
die ontleend waren aan vrijgegeven PISA-opgaven. Het experiment is uitgevoerd
met derde klassen voortgezet onderwijs van zes scholen, waarbij op elke school
een experimentele klas en een controleklas heeft meegedaan. In totaal zijn de
gegevens van 299 leerlingen (met een gemiddelde leeftijd van 13.7 jaar)
geanalyseerd waarbij zowel gekeken is naar het verschil in goedscore tussen de
voortoets en natoets als naar het type gemaakte fouten.
188
Hoofdstuk 6 levert een overzicht van de resultaten van de vier studies en geeft
aanbevelingen voor de lespraktijk en voor vervolgonderzoek. De belangrijkste
conclusies van dit promotieonderzoek zijn dat Indonesische leerlingen van de ene
kant problemen hebben met het begrijpen van wat precies in een contextopgave
gevraagd wordt en met het vertalen van contextopgaven naar een wiskundig
probleem en dat van de andere kant wiskundemethodes en de lespraktijk van
leraren de leerlingen nauwelijks gelegenheid bieden om het oplossen van
contextopgaven te leren. Daarom zijn op basis van dit onderzoek drie
aanbevelingen geformuleerd. De eerste aanbeveling is het opnemen van meer
contextopgaven in het lesmateriaal, in het bijzonder moeten daarin contextopgaven
worden opgenomen met relevante en essentiële contexten, met ontbrekende of
overbodige gegevens en zonder expliciete aanwijzingen voor de te gebruiken
wiskundige procedure. De tweede aanbeveling heeft betrekking op de manier
waarop contextopgaven onderwezen moeten worden. Leraren zouden hun
leerlingen actief mee moeten laten denken bij het oplossen van de opgaven. Ook
zouden leraren meer oog moeten hebben voor de fouten die de leerlingen in de
verschillende fasen van het oplossingsproces maken. Hiermee zouden de leraren
rekening moeten houden bij hun onderwijsaanpak. De derde aanbeveling is dat er
in de opleiding en begeleiding van leraren aandacht moet zijn voor de opvattingen
189
190
Ringkasan
Dalam PhD tesis ini terdapat tiga pertanyaan utama yang dibahas:
1. Kesulitan apakah yang dihadapi siswa Indonesia saat mengerjakan soal berbasis konteks?
2. Apakah kemungkinan penyebab kesulitan siswa dalam mengerjakan soal berbasis
konteks?
3. Bagaimana kemampuan siswa Indonesia dalam mengerjakan soal berbasis konteks dapat
ditingkatkan?
Bab 2 sampai 5 dalam PhD tesis ini menyajikan hasil dari empat penelitian yang
dilaksanakan untuk menjawab ketiga pertanyaan utama penelitian tersebut di atas.
Bab 2 ditujukan untuk menjawab pertanyaan pertama, Bab 3 dan Bab 4 membahas
pertanyaan kedua, dan Bab 5 menampilkan jawaban untuk pertanyaan ketiga. Hasil
dari empat penelitian tersebut dirangkum dan disintesis di Bab 6.
191
Setelah meneliti kesulitan siswa, langkah selanjutnya dalam penelitian PhD ini
adalah mengidentifikasi kemungkinan penyebab kesulitan tersebut. Untuk hal ini
konsep ‘kesempatan belajar’ (opportunity-to-learn) digunakan sebagai perspeksi utama.
Hasil analisis menunjukkan kurangnya soal berbasis konteks di ketiga buku teks
matematika yang dianalisis. Soal berbasis konteks hanya sebanyak 10% dari
keseluruhan soal yang ada dalam buku. Untuk mendapatkan pemahaman yang
lebih baik tentang hubungan antara ‘kesempatan belajar’ dengan tingkat pencapaian
siswa, dilakukan analisis lanjutan untuk mengidentifikasi karakteristik soal berbasis
konteks. Analisis ini mengungkap bahwa tiga perempat dari soal berbasis konteks
yang ada di buku menggunakan konteks kamuflase (yaitu konteks dapat diacuhkan
dalam penyelesaian soal) dan menampilkan prosedur penyelesaian secara jelas.
Temuan ini menunjukkan bahwa buku teks matematika di Indonesia tidak
menyediakan kesempatan yang cukup kepada siswa untuk belajar mengidentifikasi
prosedur atau konsep matematika yang dibutuhkan untuk menyelesaikan suatu soal
berbasis konteks. Hal ini mungkin merupakan salah satu alasan atas banyaknya
kesalahan transformasi yang dilakukan siswa. Lebih lanjut lagi, hasil analisis buku
juga mengungkap bahwa mayoritas soal berbasis konteks yang ada di buku teks
hanya menyediakan informasi yang dibutuhkan untuk menjawab soal. Hal ini
menunjukkan kurangnya kesempatan untuk siswa belajar memilih informasi yang
192
relevan. Hal tersebut berperan pada banyaknya kesalahan pemahaman yang dibuat
siswa, khususnya kesalahan dalam memilih informasi.
Angket guru menunjukkan bahwa para guru menganggap soal berbasis konteks
sekadar soal cerita biasa (word problems), yaitu soal yang menyediakan prosedur
penyelesaian secara jelas. Selain itu, mereka juga menganggap bahwa soal berbasis
kontek tidak perlu memuat informasi berlebih (superfluous information) maupun
memiliki informasi terselubung (missing information). Keyakinan guru tersebut juga
tercermin pada praktik mengajar guru. Para guru melaporkan bahwa mereka sering
memberi siswa soal yang memuat prosedur penyelesaian secara jelas tetapi jarang
memberi siswa soal yang memuat informasi berlebih ataupun informasi
terselubung. Praktik mengajar semacam itu merupakan salah satu kemungkinan
penyebab kesulitan siswa dalam mengidentifikasi prosedur matematika untuk
menyelesaikan soal dan dalam memilih informasi yang relevan.
Hasil observasi kelas menunjukkan bahwa para guru lebih sering menggunakan
‘pengajaran langsung’ (directive teaching) dimana mereka: memberi tahu siswa apa
yang dimaksud dalam soal, mengubah soal menjadi bentuk permasalahan
matematika, dan menjelaskan prosedur atau konsep matematika apa yang
dibutuhkan. Siswa tidak diminta untuk terlibat secara aktif dalam menyelesaikan
dan melakukan refleksi atas proses penyelesaian soal. Praktik pengajaran secara
langsung tersebut paling sering digunakan di dua tahap awal penyelesaian soal:
pemahaman (comprehension) dan transformasi (transformation). Pengajaran konsultatif
(consultative teaching), dimana siswa terlibat secara aktif dalam penyelesaian soal,
sangat jarang digunakan oleh guru. Pengajaran konsultatif tersebut digunakan guru
di tahap pemrosesan matematis (mathematical processing), yaitu tahapan dimana
konteks dunia nyata (real-world contexts) bukan menjadi fokus utama.
193
Hasil eksperimen menunjukkan bahwa efek intervensi pada peningkatan skor siswa
hanya signifikan secara marginal (marginally significant). Namun demikian, penelitian
lanjutan pada efek intervensi terhadap kesalahan siswa menunjukkan adanya
pengaruh yang positif. Siswa yang menerima intervensi memiliki peningkatan
kemampuan dalam memahami soal dan memilah informasi. Terkait kemampuan
siswa dalam melakukan transformasi soal berbasis konteks menjadi bentuk
permasalahan matematika, untuk keseluruhan soal tidak ditemukan pengaruh dari
intervensi tetapi untuk soal yang berkaitan dengan grafik, yaitu soal yang diajarkan
saat intervensi, ditemukan pengaruh positif. Untuk soal yang terkait grafik siswa di
kelas eksperimen memiliki kemampuan yang lebih baik dalam memberikan
interpretasi matematis untuk suatu grafik yang terkait konteks dunia nyata.
Berdasarkan temuan tersebut, dapat disimpulkan bahwa untuk meningkatkan
kemampuan siswa dalam mengidentifikasi konsep atau prosedur matematis untuk
menyelesaikan soal berbasis konteks tidaklah cukup hanya memberikan soal yang
berkaitan dengan topik yang sedang diajarkan, melainkan juga soal yang terkait
dengan berbagai macam topik berbeda.
Bab 6 menampilkan ikhtisar dari hasil penelitian PhD ini serta menawarkan
rekomendasi untuk praktik pendidikan dan penelitian lanjutan. Kesimpulan utama
dari hasil penelitian PhD ini adalah: (1) kesulitan terbesar yang dialami siswa
Indonesia dalam menyelesaikan soal berbasis konteks adalah dalam proses
memahami soal dan mengubahnya ke dalam permasalahan matematika, dan (2)
kurangnya kesempatan belajar soal berbasis konteks yang diperoleh siswa, baik di
buku teks maupun dalam praktik mengajar guru. Hasil tersebut menunjukkan
adanya hubungan antara kesulitan siswa dengan kesempatan belajar yang diperoleh
194
siswa. Hasil penelitian juga menunjukkan bahwa mendiagnosis kesulitan siswa dan
mengidentifikasi kesempatan belajar yang diperoleh siswa merupakan dua langkah
penting untuk merumuskan cara meningkatkan pencapaian siswa. Berdasarkan
hasil penelitian PhD ini, dapat dirumuskan beberapa rekomendasi untuk
meningkatkan praktik pengajaran soal berbasis konteks. Pertama, memberi siswa
lebih banyak soal berbasis konteks, khususnya soal yang: (1) menggunakan konteks
yang relevan, (2) memuat informasi berlebih dan informasi terselubung, dan (3)
tidak menampilkan secara langsung prosedur matematika yang dibutuhkan untuk
menjawab soal. Kedua, menggunakan pendekatan konsultatif serta memasukkan
kegiatan mendiagnosis kesulitan siswa sebagai bagian terpadu dari praktik mengajar
guru. Ketiga, pentingnya memberi perhatian pada keyakinan dan pengetahuan guru
tentang soal berbasis konteks pada program pendidikan dan pelatihan guru karena
kedua hal tersebut merupakan modal penting untuk meningkatkan kemampuan
guru dalam memilih (atau mengembangkan) soal serta dalam menciptakan
kesempatan belajar untuk siswa.
195
Acknowledgements
“The Milky Way is nothing else but a mass of innumerable stars planted together in clusters.”
First, I would like to express my sincere gratitude to my promotor, Marja van den
Heuvel-Panhuizen, who has supported and guided me with her impressive
knowledge and expertise. It was a great opportunity for me to do my PhD research
under her guidance. She guided me to see things in a comprehensive and coherent
way that was not only important for my PhD work, but will also be essential for
my future professional life. The way she guided me reminds me of another quote
from Galileo Galilei: “we cannot teach people anything; we can only help them discover it
within themselves.” She gave me this opportunity to learn.
I would like to acknowledge the Indonesian Ministry of Education and Culture for
the scholarship I received. I would also like to express my gratitude to the
authorities of Yogyakarta State University, the university where I work as a
lecturer, for giving me permission to pursue my doctoral degree.
During my PhD study I received support and help from my colleagues at the
Freudenthal Institute for Science and Mathematics Education. Special thanks to
my officemates, Michiel Veldhuis and Xiaoyan Zhao, for the encouragement,
fruitful discussion, and also our routine ‘lunch 'meeting’. I would also like to thank
Al Jupri, my fellow Indonesian PhD student, for helping me with interrater
reliability and many other things. I am grateful to Nathalie Kuijpers for correcting
my written English and for her editorial assistance. Thanks to Mark Uwland and
197
When dealing with statistical analyses of my data I also got help from Alexander
Robitzsch and Michiel Veldhuis. Thanks to both of you. I am also deeply indebted
to the teachers and the students who participated in my studies. Completion of my
PhD research would have never been possible without their help and cooperation.
198
Curriculum Vitae
Ariyadi Wijaya was born on July 16, 1982 in Banjarnegara, Indonesia. In 2000, he
completed his secondary schooling at Sandhy Putra Technical High School of
Telecommunication in Purwokerto and then started his university studies in
Mathematics Education at Yogyakarta State University, Indonesia. After obtaining
a bachelor degree, with honors, in 2004, he immediately worked as a senior high
mathematics teacher. In 2005 he started a new job as a lecturer at the Department
of Mathematics Education, the Faculty of Mathematics and Natural Sciences,
Yogyakarta State University (YSU). He pursued a master degree in Science,
Communication and Education at Utrecht University, the Netherlands in 2006 and
graduated with honors in 2008.
In February 2015 he will go back to his position as a lecturer at the YSU to teach
in the Undergraduate Program and Graduate Program of mathematics education.
199
Wijaya, A., Van den Heuvel-Panhuizen, M., & Doorman, M. Identifying ways to
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201
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206
In the ICO Dissertation Series dissertations are published of graduate students from
faculties and institutes on educational research within the ICO Partner Universities:
Eindhoven University of Technology, Leiden University, Maastricht University, Open
University of the Netherlands, University of Amsterdam, University of Twente, Utrecht
University, VU University Amsterdam, and Wageningen University, and formerly
University of Groningen (until 2006), Radboud University Nijmegen (until 2004), and
Tilburg University (until 2002). The University of Groningen, University of Antwerp,
University of Ghent, and the Erasmus University Rotterdam have been ‘ICO ‘Network
partner’ in 2010 and 2011. From 2012 onwards, these ICO Network partners are full ICO
partners, and from that period their dissertations will be added to this dissertation series.
281. Cviko, A. (19-12-2013). Teacher Roles and Pupil Outcomes. In technology-rich early literacy
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