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Transcript of US-China Education Review 2014(12A)
US-China
Education Review
A
Volume 4, Number 12, December 2014 (Serial Number 43)
David Publishing Company
www.davidpublishing.com
PublishingDavid
Publication Information: US-China Education Review A (Earlier title: US-China Education Review, ISSN 1548-6613) is published monthly in hard copy (ISSN 2161-623X) by David Publishing Company located at 240 Nagle Avenue #15C, New York, NY 10034, USA. Aims and Scope: US-China Education Review A, a monthly professional academic journal, covers all sorts of education-practice researches on Higher Education, Higher Educational Management, Educational Psychology, Teacher Education, Curriculum and Teaching, Educational Technology, Educational Economics and Management, Educational Theory and Principle, Educational Policy and Administration, Sociology of Education, Educational Methodology, Comparative Education, Vocational and Technical Education, Special Education, Educational Philosophy, Elementary Education, Science Education, Lifelong Learning, Adult Education, Distance Education, Preschool Education, Primary Education, Secondary Education, Art Education, Rural Education, Environmental Education, Health Education, History of Education, Education and Culture, Education Law, Educational Evaluation and Assessment, Physical Education, Educational Consulting, Educational Training, Moral Education, Family Education, as well as other issues. Editorial Board Members: Asst. Prof. Dr. Güner Tural Associate Prof. Rosalinda Hernandez Prof. Aaron W. Hughey Prof. Alexandro Escudero Prof. Cameron Scott White Prof. Deonarain Brijlall Prof. Diane Schwartz Prof. Ghazi M. Ghaith Prof. Gil-Garcia, Ana Prof. Gordana Jovanovic Dolecek Prof. Grigorios Karafillis Prof. James L. Morrison Prof. Käthe Schneider Prof. Lihshing Leigh Wang Prof. Mercedes Ruiz Lozano Prof. Michael Eskay Prof. Okechukwu Sunday Abonyi Prof. Peter Hills Prof. Smirnov Eugeny Prof. Yea-Ling Tsao Manuscripts and correspondence are invited for publication. You can submit your papers via Web submission, or E-mail to [email protected] or [email protected]. Submission guidelines and Web submission system are available at http://www.davidpublishing.com. Editorial Office: 240 Nagle Avenue #15C, New York, NY 10034, USA Tel: 1-323-984-7526, 323-410-1082 Fax: 1-323-984-7374, 323-908-0457 E-mail: [email protected], [email protected], [email protected] Copyright©2014 by David Publishing Company and individual contributors. All rights reserved. David Publishing Company holds the exclusive copyright of all the contents of this journal. In accordance with the international convention, no part of this journal may be reproduced or transmitted by any media or publishing organs (including various Websites) without the written permission of the copyright holder. Otherwise, any conduct would be considered as the violation of the copyright. The contents of this journal are available for any citation. However, all the citations should be clearly indicated with the title of this journal, serial number and the name of the author. Abstracted/Indexed in: Database of EBSCO, Massachusetts, USA Chinese Database of CEPS, Airiti Inc. & OCLC Chinese Scientific Journals Database, VIP Corporation, Chongqing,
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DAVID PUBLISHING
D
US-China Education Review
A Volume 4, Number 12, December 2014 (Serial Number 43)
Contents Educational Technology
Investigation of Students’ ICT Skills in Terms of Different Variables in a Technical and Vocational High School for Girls 823
Şebnem Kandil İngeç, Serap Ağa, Mina Şahingöz
Viewing Transformations: Generation of 3D CAD Images 842
Jovani Castelan, Daniel Fritzen
Curriculum and Teaching
Use of Reference in the Narratives of Kurdish-Persian Bilingual Children 848
Hossein Shokouhi, Ali Hemati
Critical Discourse Analysis: A Theoretical Framework for Analyzing Mathematics Teaching in Multilingual Classrooms? 861
Nancy Chitera
Epistemic Impact on Group Problem-Solving for Different Science Majors 873
Andrew J. Mason, Charles A. Bertram
Setting Questions in Class Based on the “Wisdom Class” Theory 880
Wu Cui
The Effect on Enhancing Students’ Inquiry Abilities via Step-by-Step Open-ended Inquiry Teaching Design 887
Chung-Ming Yang, Jeng-Fung Hung, Tai-Chu Huang
Research on Action Learning of Teachers in Higher Vocational Colleges 895
Ming-jiang Song, Jian-zhuang Shi
Pragmatic Analysis on Conflict Talk 899
Ma Yan-hong
US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 823-841
Investigation of Students’ ICT Skills in Terms of Different
Variables in a Technical and Vocational High School for Girls
Şebnem Kandil İngeç, Serap Ağa, Mina Şahingöz
Gazi University, Ankara, Turkey
This study aims to measure girls’ technical and vocational high school students’ information and communication
technology (ICT) skills and to investigate these in terms of different variables. The singular and relational survey
model was used in this study. The sample composed of 119 technical and vocational high school students. The data
were collected through a paper-based survey composed of two parts. In the first part of the survey, there are 15
items about personal information and demographic information about the participating students. In the second part,
there is a scale about ICT skills. The data were analyzed by Statistical Package for Social Sciences (SPSS) Version
21.0 by means of percent, frequency, mean, mode, median, Mann-Whitney U, and Kruskall-Wallis test. The results
showed that there were no significant differences in the technical and vocational high school students’ ICT skills
with respect to gender, class level, experience in the use of computers, frequency of using the Internet, working
style, learning style, and motivation style. As for the “number of aim using the Internet” variable, a significant
difference in the ICT skills scale was observed.
Keywords: information and communications technology (ICT) skills, mobile technology, technical and vocational
high school students
Introduction
Information and communication technologies (ICTs) have become a significant moving force in the
daily life and economic activities. An overwhelming majority of the residents of Europe currently use computers
for various purposes and using computer is an ordinary daily activity especially for the rising generation
(European Commission, 2011, p. 9). ICTs have become a field which expands its borders constantly and also
increases the number of fields it encompasses every passing day (Çoklar, 2012). As the emerging technological
developments have affected all aspects of our lives in general, they have also made an impact on our education
system and led to changes in it. The technological developments have become pervasive in all phases of the
learning-teaching process and come into use in all phases of education (Kurtoğlu, 2009). Technology-based
teaching systems came out with the works for the integration of computers into the field of education. With the
widespread use of computers and the Internet in particular, the use of technologies in the ways of reaching
information and communication has increased significantly and the concept of ICTs has become increasingly
widespread.
Şebnem Kandil İngeç, Ph.D., associate professor, Department of Physics Education, Gazi Faculty of Education, Gazi
University. Serap Ağa, B.Ed., teaching assistant, Department of Physics Education, Gazi Faculty of Education, Gazi University. Mina Şahingöz, B.Ed., teaching assistant, Department of Physics Education, Gazi Faculty of Education, Gazi University.
DAVID PUBLISHING
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INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
824
Since the technologies used in reaching information can be used for communication purposes as well,
information technology and communication technology were used together and thus, the concept of ICTs ensued
(Haznedar, 2012). All kinds of visual, auditory, and written technological tools which ensure a fast flow of
information and ideas without time and space constraints are called “ICTs” (Kurtoğlu, 2009). Developments in
ICTs affect the components constituting both the society and the education system. Therefore, students and
teachers who are components of the education system need to keep up with this change. In this respect, according
to Kurtoğlu (2009), the proper use of ICTs by each student and teacher in all classrooms and schools has recently
gained prominence.
According to the European Commission (2011, p. 9), all the European states have national strategies
designed to promote the use of ICTs in different fields including a specific strategy allocated to education. In
many cases, these strategies aim at enabling the students to acquire the essential ICT skills. For helping the
students acquire ICT skills, ICT skill levels of the students and the variables influencing the ICT skill levels
should primarily be determined. Therefore, the present study aimed at determining the ICT skill levels of the
students and the variables affecting the ICT skill levels. This study is of importance since it may guide future
studies and arrangements.
The purpose of this study is to determine the ICT skill levels of the students studying at a technical and
vocational high school for girls. The present study also aims at examining the impact of various variables, such as
demographic features of the students, motivation, frequency of using the Internet, learning method, and way of
studying on the ICT skills of the students. To this end, answers were sought for the following three questions:
1. What are the ICT skill levels of the students from the technical and vocational high school for girls?
2. Do the ICT skills of the students of the technical and vocational high school for girls vary significantly by:
(a) gender; (b) weekly Internet use; (c) learning methods; (d) way of studying; (e) purpose of using ICTs; (f)
type of motivation; and (g) duration of computer use.
3. What are the variables predicting the ICT skills of the students from the technical and vocational high
school for girls?
Literature Review
In the literature, ICTs constitute a common area of research. In these studies, self-efficacy and attitude of the
students in using ICTs (Papastergiou, 2010; Usluel, 2007; Albirini, 2004; Usta & Korkmaz, 2010; Özdemir, 2010;
Demiralay & Karadeniz, 2010), computer literacy levels and skills (Luu & Freeman, 2011), status of using ICTs
(Yurdakul, 2011; Birgin, Çoker, & Çatlıoğlu, 2010; Özmusul, 2008; Aypay, 2010), levels of benefiting from
ICTs (Özmusul, 2008; Akbaba-Altun, 2006), and competences in ICTs (Cüre & Özdener, 2008; Dinçer &
Şahinkayası, 2011; Tasir, Abour, Halim, & Harun, 2012) were observed.
In some studies conducted on teachers, attitude towards ICTs, success in the application of ICTs, integration
of ICTs into education, and competences in using computers and ICT skills were examined (Demiraslan &
Usluel, 2005; Albirini, 2004; Akbaba-Altun, 2006; Cüre & Özdener, 2008; Özdemir, 2010; Tasir et al., 2012;
Usluel, Mumcu, & Demiraslan, 2007; Balkı & Saban, 2009; Sheehy, 2001). Studies on the integration of ICTs in
education also exist. The process of integration is ambiguous and multi-dimensional (Usluel & Yıldız, 2012).
When the literature is examined, it is seen that the subject was addressed in terms of director, teacher, and school
policy (Sang, Valcke, Van Braak, & Tondeur, 2010; Tondeur, Valcke, & Van Braak, 2008; Tondeur, Van Braak,
& Valcke, 2007; Usluel et al., 2007; Mishra & Koehler, 2005; Bucci, Copenhaver, Lehman, & O’Brien, 2003;
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
825
Boshuizen & Wopereis, 2003); students (Herzig, 2004; Lim & Ching, 2004; Boshuizen & Wopereis, 2003;
Cartwright & Hammond, 2003); and curriculum (Vanderlinde & Van Braak, 2011; Vanderlinde, Van Braak, &
Hermans, 2009; Vanderlinde, Braak, De Windt, Tondeur, Hermans, & Sinnaeve, 2008).
There are studies where the impact of the use of ICTs on students’ achievements in science and their scientific
process skills were examined (Huppert, Lomask, & Lazarowitz, 2002; Geban, 1990; Tavukçu, 2008; Rohaida,
2004). At the end of these studies, it was determined that the use of ICTs made a positive impact. Furthermore,
numerous studies were conducted in order to determine the status of having ICTs, the levels of benefiting from
these technologies, and scientific process skills among primary school students (Balım, Evrekli, İnel, & Deniş, 2009;
Özmusul, 2008; Tor & Erden, 2004).
When the relevant studies are considered, only a limited number of studies examining the ICTs in terms of
motivation, learning method, and way of studying are available (Haznedar, 2012). Considering the deficiency
detected in the literature, it is suggested that examining ICT skills of the individuals comparatively in terms of
different variables will be useful and significant.
Method
Research Model
The single screening model was employed in order to reveal the ICT skill levels of the students while the
relational screening model was used to examine them in terms of different variables. The single screening model
focuses the research on a single variable and examines its situation in a specific moment or its change in a specific
period (Karasar, 2007). On the other hand, the relational screening model is generally used in the determination
of the interactions among several variables (Şimşek, 2012).
The Survey Instrument
In the research, the survey instrument consists of two parts. The first part includes 15 items in relation to the
demographic attributes that will reveal the personal information of the students as well as their status of using
ICTs descriptively. The second part, on the other hand, consists of a scale prepared by Haznedar as an up-to-date
tool which is more suitable for the conditions of Turkey. Haznedar developed this scale by adapting several items
of the scale developed by Wilkinson, Roberts, and While (2010) on the attitudes towards e-learning.
The second part consists of 28 items with the questionnaire on ICT skills of students which aims at revealing
the students’ perceived skills for using ICTs. For the answers to be given to the items, a 5-point Likert-type rating
that is frequently used by the researchers was preferred. Accordingly, the rating is as follows: 1—“Totally
disagree”, 2—“Disagree”, 3—“Unsure”, 4—“Agree”, and 5—“Totally agree”.
“ICT skills” scale has three dimensions which are information technologies, communication technologies,
and mobile technologies. The reliability coefficient of this scale is α = 0.933. Since the “ICT skills” scale has 28
items, the lowest and highest scores that can be taken from the scale are 28 and 140 respectively (Haznedar,
2012).
Participants
The research was conducted on 119 students studying at a girls’ technical and vocational high school. The
distribution of the participants by gender is given in Figure 1. While 82 (68.91%) of the participants were female,
37 (31.1%) of them were male.
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
826
Figure 1. Distribution of the participants by gender.
According to the students’ experience in computer use, 6.72% (N = 8) of the participants have experience
less than one year, 13.45% (N = 16) of themhave experience for 1-3 years, 30.25% (N = 36) of themhave
experience of 4-5 years, 28.57% (N = 34) of them have experience for 6-7 years, and 21.01% (N = 25) of them
have experience for more than 7 years (see Figure 2).
Figure 2. Distribution of the participants by experience in computer use.
Findings
Descriptive Statistics Concerning Demographic Attributes
Within the scope of the demographic attributes of the participating students, the experience of computer use,
frequency of using the Internet, purposes of using ICTs, learning method, way of studying, way of learning, and
type of motivation were examined. The percentage distributions of the demographic attributes of the
participating students were presented in graphs.
According to the data concerning the students’ frequency of using the Internet, 47.06% (N = 56) of them
use the Internet for 0-7 hours a week, 26.05% (N = 31) of them use the Internet for 8-21 hours a week, 11.76%
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
827
(N = 14) of them use the Internet for 22-35 hours a week, and 15.13% (N = 18) of them use the Internet for
more than 36 hours a week (see Figure 3).
Figure 3. Distribution of the participants’ frequencies of using the Internet.
In relation to the purposes of using ICTs, the students marked one or several of such alternatives as
making searches as regards to the courses, doing homework, radio-TV-newspaper, film-music-video, shopping,
Internet banking, game, communication, social networking, surfing through the Internet, and others. According
to the data in Figure 4, 21.01% (N = 25), 56.30% (N = 67), and 22.70% (N = 27) of the participants chose 0-3,
4-6, and 7-11 alternatives respectively, out of 11 alternatives (see Figure 4).
Figure 4. Distribution of the numbers of purposes selected by the participants for the use of ICTs.
As for the participants’ purposes of using ICTs, 73.9% (f = 88), 74.8% (f = 89), 28.6% (f = 34), 87.4%
(f = 104), 24.4% (f = 29), 2.5% (f = 3), 46.2% (f = 55), 48.7% (f = 58), 73.9% (f = 88), 41.2% (f = 49), and 2.5%
(f = 3) of the participants stated that they use the Internet for making searches as regards to the courses, doing
homework, radio-TV-newspaper, film-music-video, shopping, Internet banking, games, communication, social
networking, surfing through the Internet, and other purposes (see Figure 5). According to the results, ICTs are mostly
used for watching films and videos and listening to music while they are used for Internet banking at the least.
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
828
Figure 5. Distribution of the purposes of using ICTs among the participants.
As for the learning methods, 40.34% (N = 48) of the students prefer face-to-face education, 47.90% (N =
57) prefer mixed education (face-to-face + e-learning), while 11.76% (N = 14) prefer e-learning (see Figure 6).
Figure 6. Distribution of the participants by the learning method.
In terms of way of studying, 60.50% (N = 72) of the students prefer studying individually while 39.50%
(N = 47) of them prefer studying in groups (see Figure 7). As for the way of learning, 52.94% (N = 63)
stated that they better learn with visual aids while 32.77% (N = 39) of them found auditory aids more useful
and 14.29% (N = 17) of them find tactual aids more useful (see Figure 8). As to the types of motivation,
52.94% (N = 63) have external motivation while 47.06% (N = 56) of them have internal motivation (see
Figure 9).
88
29 58
893
88
3455
49
104
30
20
40
60
80
100
120
making searches as regards to the courses
shopping
communication (e-mail, forum,…)
doing homework
internet banking
social networking (Facebook, Twitter,…)
radio-TV-newspaper
game
surfing through the internet
film-music-video
others
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
829
Figure 7. Distribution of the participants by the way of studying.
Figure 8. Distribution of the participants by the way of learning.
Figure 9. Distribution of the participants by the type of motivation.
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
830
Measures of Central Tendency and Variability
The measures of central tendency and variability belonging to the scores of the ICT skills are given in
Table 1 while histogram and quantile-quantile (Q-Q) graph displaying the normal distribution are given in
Figure 10.
Table 1
Descriptive Statistics of the ICTs
Units Statistics
Mean 115.40
Median 119
Mod 124
SD 16.69
Skewness and std. error -0.992222
Kurtosis and std. error 0.945440
Range 79
Minimum 61
Maximum 140
Figure 10. Histogram and Q-Q graph displaying normal distribution.
The lowest and highest scores obtained from the scale of “ICT skills” were 61 and 140 respectively. The
mean of the total score was calculated as 115.40. This result shows that the ICTs of the participants correspond to
4.12 at the 5-point Likert-type scale, in other words, skill levels are high.
Analysis of the Data
The numeric data obtained from the data collection tools were coded and computerized through Statistical
Package for Social Sciences (SPSS) Version 21.0 and analyses based on sub-problems were made. In the
analysis of the demographic attributes, such descriptive statistics as frequency, percentage distribution, and cross
tabulation were employed. Results of the analyses were given in tables and interpreted. In order to examine the
ICT skills of the students in terms of various independent variables, the Kolmogrov-Smirnov test was applied to
determine the tests to be applied and the fitness of the scores to the normality was tested.
When Table 2 is examined, it is seen that the calculated p value of the ICT skill scores of the
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
831
Kolmogrov-Smirnov test is higher than 0.05. The fact that p value calculated in the Kolmogorov-Smirnov test is
lower than 0.5, which is interpreted in the way that scores deviate from the normal distribution significantly
(excessively) in this significance level (Büyüköztürk, 2002). It is seen in Q-Q graph of the skill scores given in
Figure 10 that the points on the 45 degree straight line deviate from the straight line both at extreme and median
values. Besides, the coefficient of skewness, which is -0.992 (SE = 222) shows that the distribution is negatively
skewed. When all the data are considered after all, the interpretation is that ICT skill scores of the students do not
display normal distribution. Therefore, Mann-Whitney U and Kruskall-Wallis tests, which are nonparametric
tests, were employed in order to examine the impact of different variables on the ICT skills. The Mann-Whitney
U test was used in the comparison of two groups out of independent variables while the Kruskal-Wallis test was
employed to compare more than two groups.
Table 2
Normality Test of ICT Skill Scores
Kolmogorov-Smirnova Shapiro-Wilk
Statistics Df Sig. Statistics Df Sig.
Skill 0.093 119 0.012 0.933 119 0.000
Note. a Lilliefors significance verification.
Differences in ICT Skills Based on Gender
Whether the sub-dimensions and total scores of the scale of “ICT skills” varied by gender were examined
and the results were presented in Table 3. When the results of the analysis made on the basis of the gender
variable are considered, ICT skills of the students do not vary significantly by gender (U = 1,265.500; p = 0.149;
p > 0.05). The mean rank of the ICT skills of the female students (56.93) is higher than that of the male
students (66.80). However, this difference is not statistically significant.
Table 3
Impact of Gender on the ICT Skills
Variable Gender N Mean rank Total rank U p
Skill Female 82 56.93 4,668.50
1,265.500 0.149 Male 37 66.80 2,471.50
Information technologies Female 82 56.85 4,662.00
1,259.000 0.138 Male 37 66.97 2,478.00
Communication technologies Female 82 57.38 4,705.00
1,302.000 0.214 Male 37 65.81 2,435.00
Mobile technologies Female 82 60.22 556.50
1,499.000 0.906 Male 37 65.81 1,154.50
It was seen that the mean rank of the male students (65.81) was higher than that of the female students
(60.22) in the sub-dimension of mobile technologies of the ICT skills but the difference between them was not
significant (U = 1,499.000; p = 0.906; p > 0.05). As for the sub-dimension of information technologies
(U = 1,259.000; p = 0.138; p > 0.05), the mean rank of the male students (66.97) was found to be higher than
that of the female students (56.85). Likewise, in the sub-dimension of communication technologies
(U = 1,302.000; p = 0.214; p > 0.05), the mean rank of the male students (65.81) was found to be higher than
that of the female students (57.38). These findings can imply that the ICT skills of the students do not differ
statistically significantly depending on the variable of gender in the sub-dimensions of information
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
832
technologies, communication technologies, and mobile technologies.
As a conclusion, it was accepted that the score averages of the groups did not vary by gender in the ICT
skills scale and its sub-dimensions.
Differences in ICT Skills Based on the Experience in Using Computers
Whether the total score and scores obtained from the sub-dimensions of the “ICT skills” scale showed
difference by the variable of experience in using computers was studied and the results were given in Table 4.
When the results of the analysis concerning the variable of experience of using computers are examined, it is seen
that the ICT skills of the participants did not differ significantly by the variable of experience in using computers
(χ²(4) = 4.355; p > 0.05). Mean ranks of the students’ ICT skills were found to be 41.50, 62.09, 58.00, 67.88,
and 57.02 for the students having experience for less than 1 year, 1-3 years, 4-5 years, 6-7 years, and more than
7 years respectively. This finding may imply that the ICT skills of the students do not vary statistically
significantly by the variable of experience in using computers. In other words, it was accepted that the score
averages of the groups did not differ depending on the experience in using computers.
It was determined that there were no significant differences between the sub-dimension of communication
technologies (χ²(4) = 7.983; p > 0.05) and experience in using computers and the sub-dimension of information
technologies (χ²(4) = 1.886; p > 0.05) and experience in using computers (see Table 4).
Table 4
Impact of Experience in Using Computers on the ICT Skills
Variable Experience in using computers N Mean rank SD χ² p
Skill
Less than 1 year 8 41.50
4 4.355 0.360
1-3 years 16 62.09
4-5 years 36 58.00
6-7 years 34 67.68
More than 7 years 25 57.02
Mobile technologies
Less than 1 year 8 32.75
4 10.114 0.039
1-3 years 16 67.41
4-5 years 36 57.94
6-7 years 34 67.47
More than 7 years 25 56.78
Communication technologies
Less than 1 year 8 37.88
4 7.983 0.092
1-3 years 16 55.97
4-5 years 36 63.36
6-7 years 34 69.57
More than 7 years 25 51.80
Information technologies
Less than 1 year 8 50.81
4 1.886 0.757
1-3 years 16 60.38
4-5 years 36 56.58
6-7 years 34 65.79
More than 7 years 25 59.74
Mean ranks for the mobile technologies skills were found to be 32.75, 67.41, 57.94, 67.47, and 56.78 for
the students having experience in computer use for less than 1 year, 1-3 years, 4-5 years, 6-7 years, and more
than 7 years respectively. It was determined that the difference between the mean ranks in the sub-dimension of
mobile technologies by the variable of experience in using computers was statistically significant (χ²(4) =
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
833
10.114; p < 0.05). As a conclusion, it was accepted that the score averages of the populations varied by the
variable of experience in using computers in the sub-dimension of mobile technologies.
Differences in ICT Skills Based on the Frequency of Using the Internet
The results of the analysis concerning the variable of frequency of using internet are given in Table 5.
When Table 5 is examined, it is seen that ICT skills of the students do not show significant difference by
the frequency of using the Internet (χ²(3) = 2.777; p > 0.05). Mean ranks of ICT skills of the students
were determined as 60.27, 58.15, 50.11, and 70.06 for the students using the Internet for 0-7 hours, 8-21 hours,
22-35 hours, and more than 36 hours a week respectively. Besides, according to Table 5, there were no
significant differences between the frequency of using the Internet and the sub-dimensions of mobile
technologies (χ²(3) = 1.773; p > 0.05), communication technologies (χ²(3) = 5.091; p > 0.05), and information
technologies (χ²(3) = 2.770; p > 0.05).
As a conclusion, according to the Kruskal-Wallis test, the independent variable of the frequency of using
the Internet had no significant impact on the ICT skills. In other words, it was accepted that the score averages
of the populations did not differ by the frequency of using the Internet.
Table 5
Impact of the Frequency of Using the Internet on the ICTs
Variable Frequency of using the Internet N Mean rank SD χ² p
Skill
0-7 hours in a week 56 60.27
3 2.777 0.427 8-21 hours in a week 31 58.15
22-35 hours in a week 14 50.11
More than 36 hours 18 70.06
Mobile technologies
0-7 hours in a week 56 62.39
3 1.773 0.621 8-21 hours in a week 31 57.40
22-35 hours in a week 14 64.61
More than 36 hours 18 53.44
Communication technologies
0-7 hours in a week 56 59.78
3 5.091 0.165 8-21 hours in a week 31 52.03
22-35 hours in a week 14 59.36
More than 36 hours 18 74.92
Information technologies
0-7 hours in a week 56 59.92
3 2.770 0.428 8-21 hours in a week 31 59.52
22-35 hours in a week 14 49.14
More than 36 hours 18 69.53
Differences of ICT Skills Based on the Type of Motivation
The Mann-Whitney U test was applied in order to determine whether the type of motivation of the
students affects their ICT skills. The results of the analysis are presented in Table 6.
Mean ranks of the ICT skills of the students’ were found to be 56.66 and 63.76 for those having external
motivation and internal motivation respectively. The mean rank of those having internal motivation is higher.
However, the difference between the average ranks by the type of motivation was not statistically significant
(U = 361.000; p = 0.370; p > 0.05). According to Table 6, ICT skills did not show significant difference in
the sub-dimensions of information technologies (U = 1,612.000; p = 0.418; p > 0.05) and mobile technologies
(U = 1,713.500; p = 0.758; p > 0.05) while they differed significantly in the sub-dimension of communication
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
834
technologies (U =1,362.00; p = 0.031; p < 0.05). As a conclusion, it was accepted that score averages of the
population differed in favour of the participants having internal motivation in the sub-dimension of
communication technologies of the “ICT skills” scale.
Table 6
Impact of Motivation on the ICT Skills
Variable Motivation N Mean rank Total rank U p
Skill External 63 56.66 3,569.50
1,553.500 0.262 Internal 56 63.76 3,570.50
Information technologies External 63 57.59 3,628.00
1,612.000 0.418 Internal 56 62.71 3,512.00
Communication technologies External 63 53.63 3,378.50
1,362.500 0.031 Internal 56 67.17 3,761.50
Mobile technologies External 63 59.20 3,729.50
1,713.500 0.758 Internal 56 60.90 3,410.50
Differences of ICT Skills Based on the Way of Studying
The Mann-Whitney U test was employed in order to reveal whether the type of motivation, way of
studying, and type of high school affected the ICT skills among the students. The results of the analysis are
presented in Table 7.
Table 7
Impact of the Way of Studying on the ICT Skills
Variable Way of studying N Mean rank Total rank U p
Skill Individual 72 56.83 4,092.00
1,464.00 0.215 Group 47 64.85 3,048.00
Information technologies Individual 72 56.60 4,075.00
1,447.00 0.183 Group 47 65.21 3,065.00
Communication technologies Individual 72 57.80 4,161.50
1,533.50 0.386 Group 47 63.37 2,978.50
Mobile technologies Individual 72 57.29 4,125.00
1,497.00 0.224 Group 47 64.15 3,015.00
As for the way of studying, it was detected that the mean rank of the participants preferring individual
study was higher than that of the participants preferring group study and the difference between them was not
significant (U = 389.00; p = 0.727; p > 0.05). When Table 7 is examined, it is seen that the scores do not differ
statistically significantly by the way of studying in the sub-dimensions of the ICT skills scale. As a conclusion,
it was accepted that the mean scores of the populations did not differ by the variable of way of studying.
Differences in ICT Skills Based on the Way of Learning
The results of the analysis concerning the way of learning are presented in Table 8. According to Table 8,
ICT skills of the students do not differ significantly by the way of learning (χ²(2) = 2.292; p > 0.05). Mean
ranks of the ICT skills of the participants were found to be 64.50, 55.27, and 54.18 for the students finding
visual aids, auditory aids, and tactual/kinaesthetic aids more useful respectively. Besides, according to Table 8,
there were no any significant differences between the way of learning and the sub-dimensions of mobile
technologies (χ²(2) = 0.771; p > 0.05), communication technologies (χ²(2) = 1.616; p > 0.05), and information
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
835
technologies (χ²(2) = 4.477; p > 0.05). As a conclusion, it was accepted that the score averages of the
populations did not differ by the way of learning.
Table 8
Impact of the Way of Learning on the ICT Skills
Variable Way of learning N Mean rank SD χ² p
Skill
Visual 63 64.50
2 2.292 0.318 Auditory 39 55.27
Tactual/kinaesthetic 17 54.18
Mobile technologies
Visual 63 58.29
2 0.771 0.680 Auditory 39 63.46
Tactual/kinaesthetic 17 58.41
Communication technologies
Visual 63 58.60
2 1.616 0.446 Auditory 39 65.14
Tactual/kinaesthetic 17 53.38
Information technologies
Visual 63 66.24
2 4.477 0.107 Auditory 39 52.05
Tactual/kinaesthetic 17 55.12
Differences in ICT Skills Based on the Learning Method
Whether the ICT skills of the students differed significantly by the learning method was tested through the
Kruskal-Wallis test, one of the nonparametric tests. In Table 9, the relevant results are presented. When Table 9
is examined, it is seen that the lowest mean rank (53.63) belongs to the students learning through face-to-face
method while the highest mean rank (65.18) belongs to the students learning through mixed education method.
This difference is not statistically significant. The ICT skills of the students did not differ significantly by the
learning method (χ²(2) = 2.808; p > 0.05).
Table 9
Impact of the Learning Method on the ICT Skills
Variable Learning method N Mean rank SD χ² p
Skill
Face-to-face 48 53.63
2 2.808 0.246 Mixed method 57 64.80
E-learning 14 62.32
Mobile technologies
Face-to-face 48 56.20
2 1.427 0.490 Mixed method 57 63.23
E-learning 14 59.89
Communication technologies
Face-to-face 48 60.34
2 0.598 0.742 Mixed method 57 61.32
E-learning 14 53.46
Information technologies
Face-to-face 48 53.02
2 3.348 0.200 Mixed method 57 65.18
E-learning 14 62.86
According to Table 9, there are no significant differences between the learning method and the
sub-dimensions of mobile technologies (χ²(2) = 1.427; p > 0.05), communication technologies (χ²(2) = 0.598;
p > 0.05), and information technologies (χ²(2) = 3.348; p > 0.05). This finding implied that the ICT skills of the
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
836
participants and their scores in the sub-dimensions did not differ by the variable of learning method. As a
conclusion, it was accepted that the mean scores of the populations did not differ by the learning method.
Differences in the ICT Skills Based on the Purposes of Using ICTs
The results of the analysis as regards to the variable of the purpose of using ICTs are presented in Table 10.
The purposes of using ICTs were grouped into three (0-3, 4-6, and 7-11) by the number of purposes marked by
the student for the use of ICTs. When Table 10 is examined, it is seen that the mean ranks of the ICT skills of
the students are 48.38, 58.53, and 74.41 for the students selecting 0-3 purposes, 4-6 purposes, and 7-11
purposes respectively. This finding may imply that the ICT skills of the students improve as the number of
purposes for using ICTs increases. Also, a significant difference was detected between the ICT skills and the
purposes of using ICTs (χ²(2) = 7.676; p < 0.05). According to Table 10, there are significant differences
between the purposes of using ICTs and the sub-dimensions of mobile technologies (χ²(2) = 3.852; p > 0.05),
communication technologies (χ²(2) = 7.554; p < 0.05), and information technologies (χ²(2) = 8.719; p < 0.05).
This finding suggested that the ICT skills of the participants and their scores in the sub-dimensions did not
differ by the variable of the purposes of using ICTs. Thus, it was concluded that the mean scores of the
populations did not differ by the purposes of using ICTs.
Table 10
Impact of the Purposes of Using ICTs on the ICT Skills
Variable Number of purposes N Mean rank SD χ² p
Skill
Between 0-3 25 48.38
2 7.676 0.022 Between 4-6 67 58.53
Between 7-11 27 74.41
Mobile technologies
Between 0-3 25 49.58
2 3.852 0.146 Between 4-6 67 63.19
Between 7-11 27 61.74
Communication technologies
Between 0-3 25 44.08
2 7.554 0.023 Between 4-6 67 62.32
Between 7-11 27 68.98
Information technologies
Between 0-3 25 51.72
2 8.719 0.013 Between 4-6 67 56.28
Between 7-11 27 76.91
Examining the Variables Predicting the ICT Skills
Setting the total score obtained from the ICT skills scale as dependent variable, gender (female and male),
experience in using computers (less than 1 year, 1-3 years, 4-5 years, 6-7 years, and more than 7 years),
frequency of using computers (0-7 hours a week, 8-21 hours a week, 22-35 hours a week, more than 36 hours a
week), number of purposes of using ICTs (between 0-3, 4-6, and 7-11), methods of learning (face-to-face,
mixed education, and e-learning), ways of working (individual and group), ways of learning (visual, auditory,
and tactual/kinaesthetic), and types of motivation (external and internal) were used as independent variables.
Out of classification techniques, Chi-square Automatic Interaction Detector (CHIAD) analysis finding the
interactions and combinations between the variables was used. The tree structure obtained with CHAID
analysis is presented in Figure 11. Figure 11 displays the predictor variables affecting the skill predicted and the
significance levels of these variables. Accordingly, only the variable of the number of purposes for using ICTs
affects the ICT skills (F(2,4142) = 123.256; p < 0.01). It can be said that gender, experience in using computers,
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
837
frequency of using the Internet, learning method, way of studying, way of learning, and type of motivation did
not have interpretive roles on the ICT skills.
Figure 11. CHAID diagram related to the variables affecting the ICT skills.
Discussion and Conclusion
The results of the analysis of the data obtained in the present study showed that the ICT skills of the
students correspond to 4.12 in the 5-point Likert-type scale, in other words, their skill levels are high. This
finding shows similarity to some studies conducted on the university students. In the study conducted by Dinçer
and Şahinkaya (2011) on the ICT competences of 440 university students, it was determined that 89.01% of the
students were highly computer literate. In a research conducted by Haznedar (2012) with the participation of
2,949 university students, the ICT skill levels of the students were examined and it was determined that the ICT
skills of the students were 4.2 in the 5-point Likert-type scale, in other words, the skill levels were high.
It was detected that the participants had 4-5 years of experience on average. This finding shows similarity
to the results of Şanlı, Abacı, and Sünkür (2012) who conducted a research with 345 primary school students.
At the end of the research, it was determined that the primary school Grade II students highly benefited from
the ICTs. In the study carried out by Özden and Açıkgül-Fırat (2013) on 487 primary school students, the
average of the students’ levels of benefiting from the ICTs was found to be 2.73 (out of 4). This average shows
that students make use of ICTs sufficiently. However, some studies in the literature revealed conflicting results
with the present study. Conducting a research with 72 students in the first year of the science and technology
high school, Gürcan (2008) determined that the high school students had been using computers for 3-4 years on
average. Examining the statuses of knowing and using computers and the Internet among the 6th, 7th and 8th
grade students studying in the primary schools in the city centre of Ankara, Tor and Erden (2004) found out
that 14% of the students did not know using computers and the Internet at all, 41.5% of them had limited
knowledge, and 44.5% of them had perfect command over computers and the Internet. According to Kanatlı
and Schreglman (2012), who tried to detect the levels of benefiting from the ICTs among the 4th, 5th, 6th, 7th,
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
838
and 8th grade students in primary schools, 27 of 352 (7.7%) students did not know using computers at all, 153
(43.5%) students had limited knowledge, while 172 (48.8%) students were pretty good at using computers.
Özmusul (2008), who conducted a research with 734 secondary grade students, on the other hand, found out
that the levels of the secondary grade students of the primary schools from benefiting from the ICTs were low
in the sub-dimension of self-expression but moderate in the sub-dimensions of reaching information,
research-search, communication, and game entertainment.
It was determined that the variable of gender did not lead to significant differences in the ICT skills of the
students from the technical and vocational high school for girls as well as the sub-dimensions. This finding
shows similarity to the study of Özmusul (2008), who examined the secondary grade primary school students’
levels of benefiting from the ICTs and whether they differed by the social and pedological variables and did not
detect a statistically significant difference between gender and the total scores collected in the scale. In the
study conducted by Özdemir (2010) with the participation of 496 university personnel, the impact of gender on
ICT skills was not found to be significant. This finding reached by Özdemir (2010) also supports the present
study.
However, it was found out in the study carried out by Kışla, Arıkan, and Sarsar (2009) with the participation
of 157 instructors randomly picked from nine faculties that the frequencies of using ICTs differed by gender.
Likewise, Haznedar (2012) determined in the study conducted with the participation of a vast number of
university students that male students had better ICT skills compared to female students. Also, it was revealed in
some studies concerning the ICT skills that gender was a distinctive variable and led to a significant difference in
favour of male students (Taylor, Goede, & Steyn, 2011; Birgin et al., 2010; Aypay, 2010; Tor & Erden, 2004;
Tella & Mutula, 2008; Link & Marz, 2006).
There were no significant differences between the ICT skills of the participants and the frequency of using
the Internet, purposes for using the ICTs, experience in using computers, way of studying, motivation, and
frequency of using the Internet. This was not an expected result. In the literature, there are a limited number of
studies examining the impacts of such variables as motivation and way of studying on the ICT skills. In the study
conducted by Haznedar (2012) with the participation of 2,959 students studying at the Faculty of Education,
Maritime Faculty, Faculty of Science, Faculty of Letters, Faculty of Fine Arts, Faculty of Law, Faculty of
Economics and Administrative Sciences, Faculty of Management, Faculty of Engineering, Faculty of Medicine,
and Faculty of Nursing, it was concluded that the ICT skills of the students improved as the experience in using
computers, frequency of using the Internet, and the number of purposes for using the ICTs increased.
As for the purposes of using ICTs, it was concluded that the ICT skills of the participants improved as the
number of purposes for using ICTs increased. This is an expected result and the students can improve themselves
in terms of ICT skills by using computers and the Internet. It was concluded in the study conducted by Haznedar
(2012) that the ICT skills of the students improved as the duration of using ICTs increased. Examining the
relationship between ICTs and scientific literacy, Luu and Freeman (2011) found the scientific literacy levels of
the students who were experienced in terms of ICTs, who were using the Internet more frequently, and who had
self-confidence in the basic ICT skills, were higher. The finding presented by Luu and Freeman (2011) is
compatible with the result of the present study. Likewise, Papastergiou (2010) indicated that the students
increased their self-efficacy levels in relation to computers and the Internet and reduced their anxieties stemming
from the computer through the course of scientific literacy.
INVESTIGATION OF STUDENTS’ ICT SKILLS IN TERMS OF DIFFERENT VARIABLES
839
Two recommendations can be made in relation to this study. Firstly, similar studies examining which
variables are influential on the levels of ICT skills should be conducted with larger samples consisting of the
students from the technical and vocational high school for girls. In line with the results to be obtained, the
students will be able to adapt to the education system which has changed with the integration of computers. In the
second place, similar studies can be conducted with the other types of high school. The results can be compared
and taken as the basis for the development of the national education strategies where ICTs are integrated.
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US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 842-847
Viewing Transformations: Generation of 3D CAD Images*
Jovani Castelan, Daniel Fritzen
SATC University, Criciuma, Brazil
The propagation and full application of the three-dimensional (3D) computer-aided design (CAD) software by
mechanical engineering and industrial design courses is a fact. However, many students find it difficult because
they have not previously developed a spatial vision and do not understand the internal process of the software to
build 3D models. This work aims at showing the image generation process on the computer screen, inducing the
students to, mentally, generate 3D model projections, improving their spatial vision, and speeding up the process of
interpreting orthogonal and isometric perspective views.
Keywords: transformations, graphic representation, views, three-dimensional (3D) computer-aided design (CAD)
modeling
Introduction
Viewing transformations is responsible for the two-dimensional (2D) image generation process, which
offers the software users the illusion of actually seeing three-dimensional (3D) objects. They concern changes
in the users’ viewpoint and are executed repeatedly in 3D computer-aided design (CAD) systems through zoom
and orbital commands, that allow a full and dynamic visualization of the object. Knowledge of the 3D image
process allows the students to develop and/or improve spatial vision, the main requirement for efficient use of
3D modeling tools. Therefore, the aim of this research is to demonstrate that understanding the algebraic-geometric
process of orthogonal and isometric views can help develop skills to manipulate 3D CAD systems.
Literature Review
The current difficulty of engineering and design students to read and visualize 3D objects may be
connected to lack of knowledge on the computational process that occurs in CAD softwares and responsible for
drawing view generation. This computational process is grounded in the Cartesian system of coordinates,
descriptive geometry, trigonometry, and algebraic processes. If students do not know these processes, their skill
development is impaired.
The skills of spatial viewing can be improved through appropriate tasks. The engineering drawing,
grounded in descriptive geometry, is used according to this purpose for two reasons: 1. It is composed by a
practical base of real situations through representation and visualization of objects; and 2. Real experiences
with geometric objects and their representations aided the development of students’ spatial view. However, * Acknowledgements: This work was financially supported by the SATC University and drawings were made by Prof. Daniel Fritzen.
Jovani Castelan, Ph.D., professor, Design and Manufacture Department, Mechanical Engineering Department, SATC University.
Daniel Fritzen, Ph.D. candidate, professor, Industrial Maintenance Department, Mechanical Engineering Department, SATC University.
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during classes, it is realized that learners have great difficulty in understanding graphic representations, which
is one of the factors that prevents the students from understanding (Seabra & Santos, 2005).
According to Gravina (1996), in mental image-forming, drawing associated with a geometric object plays
a fundamental role. Sometimes it is not clear for students that a drawing is simply a physical instance of object
representation. The aim of this research—viewing transformations—seeks to improve the visual and reading
skills that are widely used in industrial applications. The modeling, viewing, and simulation of mechanical
manipulators are an example (Maciel, Assis, & Dorneles, 2000).
Furthermore, knowing viewing transformations further develops the programming skill in CAD softwares
of open plataform (Chang, Wang, & Wisk, 1987).
Much of the potential of 3D CAD and graphic computational systems is due to the capacity to achieve
viewing transformations between different coordinate systems (Mantyla, 1988).
Viewing transformations basically corresponds to the positioning of an observer relative to an object. This
makes it necessary to determine, besides the observer’s position, the target of their vision. Generally, it is
considered that the observer is positioned on axis Z of the viewing system, seeing the object from this line
(Rogers & Adams, 1990).
The development steps presented here were formulated based on the research work by André Luiz
Battaiola (Battaiola & Erthal, 1999) and also on the Denavit-Hartenberg method (Rosário, 2005).
Development Steps
Viewing transformations begins with using an example object (chamfer cube), as shown in Figure 1.
Using this primitive geometric form is justified by the fact that it is simple to view.
Figure 1. Example object for 3D view generation.
It is important to consider that Figure 1 shows the designer’s idea—A mental image of what will be
represented in the CAD software. To transform the mental image into a computer drawing, the first step is to
draft the shape and determine the object dimensions. Following, the further steps needed to draw the object in
3D are listed.
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Step 1: Obtaining the Cylindrical Projection Points
To make cylindrical projection points of the example object, it is necessary to specify the vertex
coordinates according to the reference system (origin of the axes X, Y, Z). Assigning “1” to cube edge and
considering the mass center located at the origin (0, 0, 0), we will have the definition of object points (vertices),
as shown in Table 1.
Table 1
Object Points in XYZ Cartesian Plane
Pt./Cd. A B C D E F G H I
X -1 1 1 -1 -1 -1 1 1 -1
Y -1 -1 1 0 1 1 1 -1 -1
Z 1 1 1 1 0 -1 -1 -1 -1
Step 2: Determination of the and Angles
The 3D image is determined for the observer position in relation to this one. Thus, besides the object
coordinates, it is also necessary to specify the observer coordinates. These coordinates will give rise to two
angles: , formed by observer displacement under the XY plane, with Y becoming the rotation axis (see
Figure 2); and , formed by observer displacement around the X’ axis, from the XY plane (see Figure 3).
Figure 2 shows an example, the observer coordinates -3, 3, 3 (X, Y, Z). Using basic trigonometric relations and
the right hand rule (see Figure 4), the angle values are achieved: 45° and 35.26°.
Figure 2. Observer’s rotation angle under the Y axis ( .
Figure 3. Observer rotation angle under X’ axis .
VIEWING TRANSFORMATIONS: GENERATION OF 3D CAD IMAGES
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The and angles also determine the standard orthogonal views for technical drawing, as shown in
Table 2.
Table 2
Values of and Angles in Standard Orthogonal Views
View
Front 0 0
Top 0 -90
Left -90 0
Right 90 0
Bottom 0 90
Back 180 0
It should be stressed that the definition of the angle signal is essential to correctly generate the object
images. To assign the signal, a mnemonic resource called the “right hand rule” is used, as shown in Figure 4.
Figure 4. The right hand rule to assign the rotation angle signal.
With the thumb pointing in the positive direction of the rotation axis, the signal standards for rotation of
the related axis and the signal standards for rotation around rotated axes are established.
Step 3: Obtaining the Viewing Transformation Matrix
Once the viewing angles and object coordinates have been defined, it is possible to obtain the viewing
coordinates, which will generate a 2D image (on a XY Cartesian plane), representing a 3D object. The XY
plane can be defined as the 3D CAD work area—a place where the object views are performed.
The view’s coordinates are formed by a 4 3 matrix. Following, this matrix is multiplied by the matrix of
the object’s points (see Table 1). This procedure will provide new points plotted on an XY plane, generating an
image of the object according to observer’s position, which was defined in previous step.
Equation (1)
In Equation (1), = Result matrix; = Matrix of Figure 2 angle; and = Matrix of Figure 3 angle.
Equation (2) shows the trigonometric relations of :
cos 0sin sin cos
sin 0sin cos 0
cos sin cos0 0
sin cos 00 1
Equation (2)
Table 3 is the result of the Viewing Matrix Matrix Constituent of Object Points (see Table 1)
multiplication.
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Table 3
Result Points (Tv Table 1) on a XY Cartesian Plane
A B C D E F G H I
X’ 0.00 1.41 1.41 0.00 -0.71 -1.41 0.00 0.00 -1.41
Y’ -1.63 -0.82 0.82 -0.82 0.41 0.82 1.63 0.00 -0.82
Step 4: Isometric Perspective Drawing
Using point coordinates X’ and Y’, it is possible to design a solid cylindrical projection according to the
chosen view point. The result is shown in Figure 5.
Figure 5. Cube dimensions plotted on XY plane.
In a practical situation using a 3D CAD software, each rotational and translational movement,
accomplished with an orbital zoom tool, makes the matrix check all view points and regenerate the drawing on
the screen. At this point, it is possible to understand the importance of dedicated graphic (off-board) cards,
since the amount of calculations that must be performed instantaneously for image generation is very large.
Graphic cards of the on-board type use many main memory resources, reducing the overall efficiency of the
system.
Results
Figure 6 shows the result of two assessments performed by 22 students who were enrolled in the
computer-aided design and manufacturing (CAD/CAM) course in the first semester of 2011 in the Mechanical
Engineering School, SATC University, Criciuma, Santa Catarina State, Brazil. The first test addressed contents
shown in this paper; the second assessment was a 3D modeling practical test using a CAD software. A
tendency to similar performance in students with a good score in the first test is noted. They also achieved a
good result in the second test. On the other hand, students with weak or poor performance in the first test
showed similar results in the second test.
It is shown that students with a better theoretical understanding, as found in the first test (3D image
generation process), developed a better spatial vision, which is the principal requirement to use a 3D CAD
software.
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Figure 6. Relationship between scores of the first and second assessments.
Conclusion
In a common situation of a drawing task, it is not expected that the process presented here will be used to
make drawings, since modern 3D CAD softwares have the basic and advanced resources needed to generate 3D
objects dynamically and easily. However, understanding the generation process for 3D images in the CAD
systems is important to develop logical reasoning and spatial vision—fundamental skills for graphic,
drawing/design areas, and also for 3D CAD application development. Practical activities to evaluate process
reliability can be performed with common CAD softwares that are used in industrial design and mechanical
engineering courses.
References Battaiola, A. L., & Erthal, G. (1999). Projeções e o seu uso em computação gráfica (Using views in computation graphic) (M.A.
thesis, Departamento de Computação, Universidade Federal de São Carlos). Chang, T. C., Wang, H. P., & Wisk, R. A. (1987). Developing microcomputer software for CAD and CAM education. Computers
and Engineering, 13(1-4), 194-198. Gravina, M. A. (1996). Dinamic geometry: A new approach to learning of geometry. Porto Alegre: Instituto de Matemática da
UFRGS. Maciel, A., Assis, G. A., & Dorneles, R. V. (2000). Modelagem, visualização e simulação de manipuladores mecânicos (Modeling,
viewing and simulation of mechanical manipulators) (M.A. thesis, Departamento de Informática, Caxias do Sul University). Mantyla, M. (1988). An introduction to solid modeling. Rockville, M.I.: Computer Science Press. Rogers, D. F., & Adams, J. A. (1990). Mathematical elements for computer graphics. New York, N.Y.: McGraw Hill Publising
Company. Rosário, J. M. (2005). Princípios de mecatrônica (Principles of mechatronics). São Paulo: Prentice Hall. Seabra, R. D., & Santos, E. T. (2005). Utilização de técnicas de realidade virtual no projeto de umaferramenta 3D para
desenvolvimento da habilidade de visualização especial (Use of virtual reality tecniques on design of 3D tool to spatial view ability development). Revista Educação Gráfica, 9(2).
US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 848-860
Use of Reference in the Narratives of Kurdish-Persian
Bilingual Children
Hossein Shokouhi
Deakin University, Melbourne, Australia
Ali Hemati
Shahid Chamran University of Ahvaz, Ahvaz, Iran;
Azad University, Islam-Abad Gharb, Iran
This study investigates some of the differences and similarities between Kurdish-Persian bilinguals and Persian
monolinguals with respect to the use of referring expressions in spoken narratives. The narratives were elicited
from 36 participants, consisting of 24 bilinguals (Groups 1 and 2) and 12 monolinguals (Group 3) in the first four
grades of primary school using picture narrative book. The results have revealed that Group 1 (bilinguals told the
story in Kurdish) used definite noun phrases most frequently followed by zero anaphors, indefinite noun phrases,
and pronouns. Group 2 who narrated the story in Persian produced definite nouns most frequently followed by
pronouns, zero anaphors, and indefinite noun phrases. Group 3 (Persian monolinguals) employed definite noun
phrases most frequently followed by zero anaphors, pronouns, and indefinite noun phrases. The significant
difference between Groups 1 and 2 and Groups 2 and 3 has been in indefinite noun phrases and between Groups 1
and 3 in the use of pronouns. One reason is that children universally apply similar strategies regardless of their first
language (L1). The conclusion is that some of the differences are due to the difference in the structure between
Persian and the dialects of Kurdish.
Keywords: reference, narrative, Kurdish, Persian, bilingual children
Introduction
To introduce and maintain reference in a text, indefinite noun phrases are normally used for newly
introduced topics and the body of the text is usually maintained by definite noun phrases and pronominals,
which can be pronouns or zero anaphors. Among the different text types, narratives, as Berman (2009, p. 358)
stated, are probably “well suited to studying acquisition of referring expressions” whether it is verbal or written.
Narrative is part of a child’s adulthood life at home, in school, and other micro or macro communities, and both
adults and children produce personal narratives, fictional narratives, etc. (Manhardt & Rescorla, 2002).
Narratives can reveal different linguistic aspects, such as event-sequencing, inference-making, and
referent-tracking, and these have been the foci of many studies (Paley, 1981; Kuntay, 1997; Wigglesworth,
1997; Hickmann & Hendriks, 1999; Hickmann, 2003; among others). These studies have part of their focus on
how monolingual children develop the ability to use appropriate referring expressions in narratives. Likewise,
some studies have examined different characteristics of narratives in bilingual children and adults (Alvarez,
2003; Chen & Pan, 2009). The focus of these has been on widely used and studied languages, like English,
Hossein Shokouhi, Ph.D., lecturer, researcher, Faculty of Arts and Education, School of Education, Deakin University. Ali Hemati, Ph.D., Department of English, Shahid Chamran University of Ahvaz; lecturer, Azad University.
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Spanish, and Chinese. However, languages, such as Persian and Kurdish, have been extremely marginalized. In
fact, there are relatively few studies on these two with respect to the acquisition, development, and use of
referential expressions, excepting for Kadir’s (2005) study which has investigated the characteristics of
narrative in bilingual children whose first language (L1) is Kurdish and whose second language (L2) is English.
The attempt in the current study is to examine the use of referent tracking types in the narratives of
Kurdish-Persian bilingual children. That is, with regards to the similarities and differences in the syntax of the
two languages, we like to seek how the interplay between Persian and Kurdish can help the bilingual speakers
of both languages track the referents.
Theoretical Background
The importance of narrative in developing discourse, cognitive, social, and literal abilities of children has
been deeply investigated by scholars in the field (Nelson, 1996; Norbury & Bishop, 2003; Ozyidirim, 2009).
For example, Norbury and Bishop (2003) believed that production of a good narrative involves complex
linguistic, cognitive, and social abilities and one should also rely on different kinds of knowledge, such as
general knowledge about events, people and social interactions, and memories of episodes. Other studies have
pointed out that narrative provides the context for acquiring different forms of discourse organization, such as
anaphoric reference, thematic coherence, etc., that are of importance for the development of literal ability of
children (Feagans & Appelbaum, 1986; Bruner, 1990). Because of the crucial role that narratives play in social
and literal contexts of preschool and school-age children, a good number of studies have investigated the
prominent place of narrative for revealing differences and similarities between monolingual and bilingual
children (Raz & Bryant, 1990; Alvarez, 2003; Ilgaz & Aksu-Koc, 2005; Serrarrice, 2007; Chen & Pan, 2009;
among others).
Chen and Pan (2009), by eliciting spoken narratives in English from 60 Chinese-speaking participants who
were at different ages—five, eight, and 10, and young adults, examined the development of English referring
expressions in the narratives of Chinese-English bilinguals. For eliciting the data, they used Mayer’s (1969,
p. 429) book Frog, Where Are You? They found that “regardless of whether English is acquired as an L1 or L2,
appropriate use of referring expressions in discourse is developed gradually and is influenced by both discourse
functions (introduction vs. maintenance) and character types (main vs. secondary)”.
Some studies have focused on the fact that whether or not different versions of narratives have any
influence on the performance of children. In this regard, for example, Lynch and Van Den Broek (2007, p. 333)
investigated goal inference making in narratives in children at ages six and eight, and used two versions of
narratives they had developed before: (a) the goal-directed version, in which goals moved from high to low
levels; and (b) the non-goal directed version, in which the goal was not hierarchically related. By attempting to
find goal inference making through the use of think-aloud protocols, they found that “There was no significant
main effect of age on the total number of goal inferences or any significant interactions with the variables”. In
the same line, Ilgaz and AKsu-Koc (2005) compared play-prompted and directed elicited narratives produced
by three to five years old children and found that the former yielded narratives that have more complex episodic
structures than the latter.
Studies have also shown that there is a good relationship between the use of narrative by children and their
academic success (Snow, Tabors, Nicholson, & Kurland, 1995; Roth, Speece, & Cooper, 2002). Economic
condition of the family as well as parents’ language skills can affect the children’s narrative skills. For example,
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A. A. Zevenbergen, Whitehurst, and J. A. Zevenbergen (2003) investigated the effect of a shared-reading
program on the narrative skills of children from low-income families. They selected 123 four years old children
who attended preschool at four Head Start Centers on Long Island, New York, during the 1992-1993 school
year. They found that children who participated in the intervention program “were significantly more likely to
include references to internal states of characters and dialogue in their narratives in comparison with other
children” (Zevenbergen et al., 2003, p. 1). Hemphill (1989), Raz and Bryant (1990), and Walker, Greenwood,
Hart, and Carta (1994) have shown that children from low-income families entered preschool classes with
language skills that are behind these of their counterparts from higher-income families. Hemphill (1989) further
found that low-income children often use unspecific pronouns.
Kadir (2005) investigated the contrast between the English and the Kurdish language in terms of
grammatical gender by reading two stories, one written in Kurdish and the other in English. He read an English
story titled A Journey to the Center of the Earth by Jules Verne, published in 1969, which was similar to the
Kurdish story called Gelawej authored by Teiyfoor and published in 1992 with respect to length and language
level. He concluded that “The average compound nouns in Kurdish are higher than those in English”, because
the compound nouns are not equivalent in the two languages.
Although Kurdish speakers have lived side by side to the Persian speakers for centuries, there is little
evidence in the exploration of language features including narratives in the two languages. The present study
makes an attempt to examine narratives of Kurdish-Persian bilinguals and Persian monolinguals to shed some
light on the issue.
Kurdish is a language mainly spoken in four countries: Iran, Iraq, Turkey, and Syria. Like Persian,
Kurdish is a member of Indo-European family of languages (Lazard, 1993; Mohamadi, Nilipour, & Yadegari
2008). Regarding the classification and origin of Kurdish language, however, different ideas have been put
forward. According to Aryadoust (2006, p. 134), there are two ideas about the origin of the Kurdish language.
Some believe that it is a language belonging to the branch of modern Persian but others consider Kurdish as a
language whose source is Avestan, the language of the religion of Zorastrianism (Haig, 2004, p. 8). Concerning
the branch and classification of Kurdish language, some consider Kurmanji and Sorani as the two main
branches of modern Kurdish. Kurmanji is spoken by the vast majority of Kurds in Turkey, Syria, Armenia, and
Azerbaijan, the area known as “North Kurdistan” with an estimated 15-17 million speakers. Sorani is the
language of most Kurds in Iraq (four to six million speakers) and Iran (five to six million speakers), the area
known as “South Kurdistan” (Thackston, 2001, p. VIII). Aryadoust (2006, p. 134) believed that Kurdish has
other dialects, such as Hawrami, Shekaki, Kalhori, etc., although Hawrami sometimes is considered as a
different language because it is unintelligible to speakers of other dialects of Kurdish.
Another classification is that Kurdish has three main branches: (a) Kurmanji (or northern Sorani) spoken
in northwestern part of Iran, Turkey, and Syria; (b) Sorani spoken in most parts of Kurdistan province in Iran
and Iraq; and (c) Gorani which consists of dialects, such as Hawrami, Kalhori, etc.. In this study, Sorani dialect,
mainly spoken in Kurdistan province and also some parts of Kermanshah in Iran, is the focus of investigation.
In terms of structural characteristics, such as optional subject, expletive subject, the order of subject,
object of verb, etc., Kurdish and Persian are similar. Table 1 sums up the characteristics of these languages
(adopted from Mahand, 2002, p. 6).
The marker for indefiniteness in Persian is the suffix “-i”. However, sometimes a combination of the word
NARRATIVES OF KURDISH-PERSIAN BILINGUAL CHILDREN
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“yek” meaning “one/a” and the suffix “-i” can be used together to show and emphasize indefiniteness (e.g.,
“yek ketab”, “one/a book”; “ketab-i”, “a book”; or “yek ketab-i”, “a book”). The most outstanding markers for
definite nouns are determiners “in”, “this”, “oun”, and “that”, direct object marker “ra”, which follows the noun
or pronoun, and finally the Ezafe marker “-e” (literally meaning extra but showing possession when suffixed to
a noun phrase followed by another noun phrase, sometimes suffixed to a noun phrase followed by an adjective,
and some other times suffixed to a bare infinitive followed by a noun phrase) (see Dabir-Moghaddam, 1990;
Shokouhi & Kipka, 2003).
Table 1
A Comparison of Persian With Sorani and Hawrami
Language Optional subject
Expletive subject
Pro-drop Order of subject and verb
Replacement of subject and verb
Zero anaphora
Scrambling Enclitics
Persian + - + Subject-object-verb + + + +
Sorani + - + Subject-object-verb + + + +
Hawrami + - -/+ Subject-object-verb -/+ -/+ + -
In Sorani dialect of Kurdish, the markers of indefiniteness are “e” and “ek” and the definite markers which
are suffixed to nouns are “-ah”, “-ke”, and sometimes “-gah” for some dialects in Kermanshah, a city in the
west of Iran mostly populated by Kurdish speakers.
Method
Research Questions
As mentioned earlier, Kurdish and Persian languages are similar in terms of characteristics, such as order
of subject and verb, optional subject, etc.. Yet, it is not clear how Kurdish-Persian bilingual children use
referring expressions in narrative in comparison with their monolingual peers. For this purpose, this study
attempts to examine and answer the following questions:
1. Is there any difference between Kurdish-Persian bilingual children in the use of indefinite nouns,
definite nouns, pronouns, and zero anaphors in spoken narratives told in Kurdish and Persian?
2. What similarity/difference exists between Kurdish-Persian bilingual children and their Persian
monolingual peers in spoken narratives told in Persian?
Participants
A total of 36 children ranging from six to nine years old divided into three groups participated in the study.
The first group (Group 1) consisted of 12 participants who were Kurdish-Persian bilinguals and they were both
a mix of male and female. They were selected from rural areas in order to make sure that their L1, Kurdish, was
intact. There were three participants in each grade in Group 1 (1st through 4th graders). The second group
(Group 2) also consisted of 12 bilingual Kurdish-Persian speakers (male and female) who were also selected
from rural areas and had three participants in the 1st-4th grades. However, the difference between the two
groups, as will seen in the section “Material and Procedure” below, is that Group 1 was narrating the story in
Kurdish and Group 2 in Persian. The third group (Group 3) consisting of 12 participants of the 1st-4th graders
was monolingual Persian speakers whose parents were immigrants and their L1 was Persian. They could not
speak Kurdish although they might have known a few Kurdish words.
NARRATIVES OF KURDISH-PERSIAN BILINGUAL CHILDREN
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Material and Procedure
For the purpose of data elicitation of spoken narratives, the famous wordless picture book Frog, Where
Are You? (Mayer, 1969) was used. The reason for choosing this picture book is that many researchers have
applied this book in their studies (e.g., Berman & Slobin, 1994; Chen, 2007; Chen & Oller, 2008). The book
consists of 24 pictures and three main characters: a boy, his dog, and his pet frog. One night, the boy’s pet frog
escapes and as the boy and his dog search for it, they face a few adventurous events. In this part of the story,
some other characters, namely, an owl, some bees, and a deer appear. At the end, the boy and his dog find some
adult frogs with a number of baby frogs and they take one of them back home. Introducing and maintaining
reference to these characters can provide a good source of examining referential expressions in narratives. This
study attempted to analyze the initial and subsequent mentions of all the characters by the Kurdish-Persian
bilinguals and Persian monolinguals in the production of narratives in Kurdish and Persian.
As regards the procedure, the participants were met individually at their schools. In order to reduce stress,
they were first approached by some intimate talk in their mother language followed by some general
information about the story. After that, they were asked to look at the pictures in order to familiarize themselves
with the story. Then, they were asked to return to the first picture and tell the story. Group 1 was asked to tell
the story in Kurdish and Group 2 was asked to tell it in Persian. While the participants were narrating the story,
their voices with their own consent were recorded using a tape-recorder. The same procedure was used for the
Group 3, which consists of the monolingual Persian speakers who accordingly were asked to tell the story in
Persian.
Data Analysis
The recorded spoken narratives were transcribed, and for the transcription of recorded narratives, the
authors followed the guidelines given by Berman and Slobin (1994), i.e., narratives were transcribed verbatim
in clauses, then all transcribed narratives were analyzed and the forms of the referring expressions were coded
(indefinite nominal, definite nominal, pronoun, and zero anaphora) for our further investigation.
Results
Initially, the number of occurrences of referring expressions used by each group was obtained and then the
number of referring expressions used by participants of different grades in each group was calculated. For
comparison of groups to one another, independent samples t-tests were used (see Table 2).
Table 2
Number of Occurrences of Referential Expressions in the Three Groups
Referential expressions Group 1 Group 2 Group 3
Indefinite nouns 74 (12.17%) 90 (15.31%) 67 (11.44%)
Definite nouns 321 (52.79%) 308 (52.41%) 275 (46.93%)
Pronouns 67 (11.1%) 95 (16.15%) 111 (18.94%)
Zero anaphors 146 (24.02%) 94 (16.13%) 133 (22.69%)
According to the obtained results in Table 2, Group 1 (those bilingual participants who told the story in
Kurdish) used definite noun phrases most frequently, followed by zero anaphors, indefinite noun phrases, and
pronouns. Group 2 (bilingual Kurdish-Persian speaking children who told the story in Persian) used definite
noun phrases most frequently, followed by pronouns, zero anaphora, and indefinite noun phrases. Likewise,
NARRATIVES OF KURDISH-PERSIAN BILINGUAL CHILDREN
853
Group 3 produced definite noun phrases most frequently, followed by zero anaphora, pronouns, and indefinite
noun phrases. The results also show that the participants in the three groups sometimes used definite noun
phrases instead of indefinite noun phrases for introducing characters. This generally occurred for the 1st grade
participants in all groups but it was salient for Group 1 (the bilingual participants who told the story in Kurdish),
as shown in the following Kurdish sentence told by a 2nd grade participant in Group 1 (see Example 1).
Example 1: “This is a boy. That is his dog”.
ya ye kabera-ek. ava-ysh saeg-ke
This one boy-IND that-also dog-EZ
Notes. IND = Indefinite; EZ = Ezafe or “addition”, as in possessives.
Example 2 shows definite noun phrases told by a 3rd grade participant in Group 2, where pronouns were
expected instead of the definite noun phrases.
Example 2: “The boy sees a deer, and then the boy wants to catch the deer”.
pesar-eh gavazn-I ra mibin-eh, ba?d pesar-eh mixa-d gavazn-eh ra be-gir-eh
Boy-DEF deer-IND RA IMP-see-3SG then boy-DEF IMP-want-3SG deer-DEF RA SBJN-catch-3SG.AG
Notes. DEF = Definite; IND = Indefinite; RA = Direct object marker; IMP = Imperfective; ? = A glottal stop sound; SBJN = Subjunctive; SG = Singular; AG = Agreement.
Some of the 1st and 2nd graders in all groups failed to introduce some of the characters in their story. Also,
the use of pronouns was restricted to characters, like “the boy” and “the dog” by the 4th grade participants.
Tables 3, 4, and 5 show that although the obtained percentages are different for each grade in the three
groups, the participants in all groups acted approximately similar to one another in terms of using different
types of referential expressions. Likewise, concerning definite noun phrases and pronouns in Groups 1 and 2
and only definite noun phrases in Group 3, the participants took a descending order, that is, with an increase in
participants’ grade, and consequently their age, they used fewer definite noun phrases and pronouns in their
story. However, for zero anaphora, the reverse was true, except for the 3rd grade participants in Group 3.
Group 1 saliently used much more zero anaphora than Group 2 and, to some extent, than Group 3.
Table 3
Number of Referential Expressions Used by the Participants of Group 1
Referential expressions 1st grade (N = 3) 2nd grade (N = 3) 3rd grade (N = 3) 4th grade (N = 3)
Indefinite nouns 15 (20.27%) 18 (24.32%) 19 (25.67%) 22 (29.74%)
Definite nouns 96 (29.90%) 79 (24.61%) 75 (24.61%) 75 (23.36%)
Pronouns 20 (29.86%) 16 (23.88%) 17 (25.37%) 14 (20.89%)
Zero anaphors 23 (15.75%) 31 (21.23%) 40 (27.39%) 52 (35.63%)
Table 4
Number of Referential Expressions Used by the Participants of Group 2
Referential expressions 1st grade (N = 3) 2nd grade (N = 3) 3rd grade (N = 3) 4th grade (N = 3)
Indefinite nouns 20 (22.22%) 23 (25.55%) 23 (23.55%) 24 (26.66%)
Definite nouns 100 (33.46%) 76 (24.67%) 69 (22.42%) 63 (20.45%)
Pronouns 33 (34.73%) 23 (24.21%) 25 (26.33%) 14 (14.73%)
Zero anaphors 6 (6.38%) 26 (27.65%) 22 (23.42%) 40 (42.55%)
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854
Table 5
Number of Referential Expressions Used by the Participants of Group 3
Referential expressions 1st grade (N = 3) 2nd grade (N = 3) 3rd grade (N = 3) 4th grade (N = 3)
Indefinite nouns 12 (17.91%) 17 (23.38%) 18 (26.86%) 20 (29.85%)
Definite nouns 80 (29.09%) 71 (25.82%) 66 (24%) 58 (21.09%)
Pronouns 12 (10.81%) 29 (26.12%) 30 (27.03%) 40 (36.04%)
Zero anaphors 23 (17.29%) 38 (28.57%) 35 (26.32%) 37 (27.82%)
Table 6 shows that the means for Group 1 were higher than Groups 2 and 3 regarding the use of definite
noun phrases and zero anaphora but they were lower than Group 2 in terms of using indefinite noun phrases
and pronouns. In order to make sure whether or not the differences were significant (at the level of p < 0.05),
independent samples t-tests were done (see Tables 7, 8, and 9).
Table 6
Mean and Standard Deviation in All Three Groups in Referential Expressions
Referential expressions Group Number of participants M SD
Indefinite nouns
1 12 6.166 1.029
2 12 7.500 1.678
3 12 5.583 1.378
Definite nouns
1 12 26.500 6.792
2 12 25.666 5.970
3 12 22.916 3.579
Pronouns
1 12 5.583 2.274
2 12 7.916 3.203
3 12 9.166 4.302
Zero anaphors
1 12 12.166 7.334
2 12 7.916 6.126
3 12 11.083 3.629
Based on Leven’s test (see Table 7), concerning indefinite noun phrases (0.033 < 0.05), it was concluded
that the variances of both groups were not equal, hence, the difference between the means of Groups 1 and 2
was significant (0.031 < 0.05). Regarding definite noun phrases, variances were assumed to be equal (0.806 >
0.05) and according to the t-test, there were no differences between the means of the two groups at the level of
α (0.752 > 0.05). The case of zero anaphora was like definite noun phrases. In contrast, for pronouns, the
difference between the means of both groups was significant (0.042 < 0.05). This means that the two groups
were different in using indefinite noun phrases and pronouns and were similar in the use of definite noun
phrases and zero anaphora.
As shown in Table 8, the variances for indefinite noun phrases, definite noun phrases, and zero anaphora
were assumed to be equal because the figures 0.248, 0.092, and 0.109 were larger than α (0.05). Therefore,
according to the t-test, there were no significant differences between the means of Groups 1 and 3 regarding the
use of indefinite noun phrases, definite noun phrases, and zero anaphora (0.253 > 0.05; 0.119 > 0.05; 0.698 >
0.05). In contrast, for pronouns, the variances were not assumed to be equal (0.003 < 0.05) and since 0.017 <
0.05, there was a significant difference between the means of both groups. So, by comparing Groups 1 and 3,
the difference is only obvious for pronouns.
NARRATIVES OF KURDISH-PERSIAN BILINGUAL CHILDREN
855
Table 7
Independent Samples Test for Comparing Groups 1 and 2
Referential expressions
Levene’s test for equality of variances
T-test for equality of means
Sig. t Df Sig. (2-tailed) Mean difference
Indefinite nouns Equal variances assumed
0.033 2.34 18.25 0.031 -1.33 Equal variances not assumed
Definite nouns Equal variances assumed
0.806 0.320 22 0.752 0.833 Equal variances not assumed
Pronouns Equal variances assumed
0.075 -2.05 22 0.042 -2.33 Equal variances not assumed
Zero anaphors Equal variances assumed
0.774 1.54 22 0.138 4.25 Equal variances not assumed
Table 8
Independent Samples Test for Comparing Groups 1 and 3
Referential expressions
Levene’s test forequality of variances
T-test for equality of means
Sig. t Df Sig. (2-tailed) Mean difference
Indefinite nouns Equal variances assumed
0.248 1.17 22 0.253 0.583 Equal variances not assumed
Definite nouns Equal variances assumed
0.092 1.62 22 0.119 3.58 Equal variances not assumed
Pronouns Equal variances assumed
0.003 -2.64 16.88 0.017 -3.66 Equal variances not assumed
Zero anaphors Equal variances assumed
0.109 0.393 22 0.698 0.916 Equal variances not assumed
According to Table 9, for all referential forms, the variances were assumed to be equal, because all figures
0.313, 0.085, 0.092, and 0.055 were larger than 0.05 (α). So, the means of Groups 2 and 3 were only different
for indefinite noun phrases (0.006 < 0.05) and they were equal for definite noun phrases, pronouns, zero
anaphora respectively (0.185 > 0.05; 0.428 > 0.05; and 0.138 > 0.05).
Table 9
Independent Samples Test for Comparing Groups 2 and 3
Referential expressions
Levene’s test for equality of variances
T-test for equality of means
Sig. t Df Sig. (2-tailed) Mean difference
Indefinite nouns Equal variances assumed
0.313 3.05 22 0.006 1.916 Equal variances not assumed
Definite nouns Equal variances assumed
0.085 1.36 22 0.185 2.75 Equal variances not assumed
Pronouns Equal variances assumed
0.092 -0.807 22 0.428 -1.25 Equal variances not assumed
Zero anaphors Equal variances assumed
0.055 -1.54 22 0.138 -3.16 Equal variances not assumed
NARRATIVES OF KURDISH-PERSIAN BILINGUAL CHILDREN
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Overall, Tables 7, 8, and 9 demonstrate that the means of Groups 1 and 2 were different from each other in
indefinite noun phrases and pronouns. Similarly, the difference in the means between Groups 1 and 3 was
significant for pronouns. However, the significant difference between Groups 2 and 3 was related to indefinite
noun phrases.
Discussion
The obtained results in Tables 3, 4, and 5 show how Kurdish-Persian bilingual and Persian monolingual
children acquire and use different referential expressions in narrating the story. In fact, by analyzing the
indefinite noun phrases and zero anaphora, it is clear that the bilingual and monolingual participants have been
similar. That is, with an increase in participants’ age, there has been an increase in these two referential
expressions. The similarities, as evidenced by Berman (2001, p. 421) in relation to bilingual and monolingual
speakers of various languages, may be attributed to similar strategies for “global discourse production in their
conceptualization, planning, and organization of their narrations”.
Regarding the referring expression of definite noun phrases, the 1st grade participants in the three groups
produced fewer definite noun phrases to introduce and maintain characters than their 2nd grade counterparts.
The same was true for the 3rd grade children in comparison with the 2nd grade and further for the 4th grade
participants compared to the 3rd graders. The descending order observed in all of groups can show the effects
of age on the use of definite noun phrases as a referential device. This finding, to some extent, supports Chen
and Pan’s finding (2009) that with an increase in participant’s age, there is a descending order in the production
of definite noun phrases. Moreover, the finding is in line with Jisa (2000, p. 597), whose observation made it
clear that from a “discursively economic” viewpoint, the use of definite noun phrases is expected to decrease
with age.
Concerning pronouns, Group 1 (bilingual children who told the story in Kurdish) and Group 2 (bilingual
children who told the story in Persian) acted similarly. That is, the older participants used pronominals less
frequently than the younger ones. However, this was almost reverse for Group 3 (Persian monolingual children),
although there was an exception for the 3rd grade participants of Groups 1 and 2. The differences in the
performance of Groups 1 and 2 in comparison with Group 3 could be relevant to possible differences between
Kurdish and Persian languages. It seems that Kurdish-speaking children use fewer pronouns and use more
definite noun phrases instead, which could partly be due to Kurdish’s number of cliticized pronouns on specific
and frequent verbs, like “go”, “eat”, etc., which are fewer than those in Persian (Rokhzadi, 2000, p. 164). The
comparison of performance of Groups 2 and 3 showed that participants of Group 2 produced fewer pronouns
than those of Group 3. In fact, Group 3 (Persian-speaking children) used more pronouns than the other two
groups. It could be discussed that bilingual participants of Group 2 who told the story in Persian seem to have
been influenced by their L1, Kurdish. It seems that this is an example of bootstrapping that “something that has
been acquired in language A fulfills a booster function for language B” (Gawlitzek-Mailwald & Tracy, 1996,
p. 903). Moreover, altogether the three groups produced fewer pronouns in comparison with definite noun
phrases (see Table 2). This can be supported by Berman (2009) stating that the acquisition of reference is:
Mastered relatively late … and is a cognitively demanding domain, requiring such late developing abilities as: memory retention across stretches of extended discourse; clear grasp of the distinction between new and given information; understanding of mutual knowledge and the ability to provide sufficient non-redundant information about who is being referred to at each point in the unfolding story. (p. 362)
NARRATIVES OF KURDISH-PERSIAN BILINGUAL CHILDREN
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Berman (2009) continued that coordination of all these types of information processing along with
encoding them by appropriate means of linguistic expression is a challenging task for children, even for those at
the school age. Since using and maintaining pronominals across the narrative requires more cognitive
capabilities in comparison with definite nouns, the participants used more definite nouns in discourse narrative
where a pronominal could be used. Another interesting point which ratifies the above-mentioned quotation is
that all groups experienced a developmental path in acquiring and using definite noun phrases and pronominals.
That is, with an increase in age, the participants of all groups produced relatively less definite noun phrases
revealing their readiness for more pronominals due to more cognitive maturation.
Referential expressions of zero anaphora in all groups were similar in that by an increase in grade and
consequently age, there was an increase in zero anaphors with an exception for the 3rd graders in Groups 2 and
3. The performance of Group 1 in using zero anaphors (24.02%) and Group 3 (22.69%) were close and this can
show that Group 1 had mastered the Kurdish language as their L1, and Group 3 (monolingual children) had
mastered the Persian. This can support Mahand’s (2002, p. 6) explanation of Sorani dialect of Kurdish which is
similar to Persian in terms of the occurrence of zero anaphora. Furthermore, the priority in the production of
zero anaphors in comparison with pronouns by the participants of Groups 1 and 3 may be supported by Givon
(1983) that the most continuous topics are zero anaphors, unstressed pronouns, and stressed pronouns and the
most discontinuous topic is referential indefinite noun phrases. However, Group 1 does not apparently conform
to Givon’s taxonomy in terms of indefinite noun phrases (see Table 2). One reason could be that the
participants of Group 1 who told the story in Kurdish knew that ending pronouns attached to the end of some
particular verbs were the same for second and third plural persons (Rokhzadi, 2000), so in order to remove
ambiguity, they used referring expressions other than zero anaphora, and chiefly among them was the indefinite
noun phrases. Another reason may be related to their lack of knowledge in terms of the place where indefinite
noun phrases could be used.
The results obtained through t-tests revealed that Groups 1 and 2 had significant difference in the
production of indefinite noun phrases and pronouns. In fact, Group 2 significantly produced more indefinite
noun phrases and pronouns than Group 1. The reason for this could be Group 2 participants’ incomplete
acquisition of the structure of Persian. For example, they sometimes used indefinite nouns for some of
characters (such as a boy and a dog) after they had introduced them. Likewise, one reason for the less frequent
use of pronouns by Group 1 (bilingual children who narrated the story in Kurdish) could be related to the
number of endings attached to some verbs in the form of pronouns in Kurdish.
As regards the comparison of the performance of Groups 1 and 3, t-tests showed that they were
significantly different from each other in the use of pronouns. Group 3 (monolingual children) produced more
pronouns (18.94%) in comparison with Group 1 (11.01%) (bilingual children who narrated the story in
Kurdish). An interesting finding is that in Group 1, the higher the participants’ age, the fewer pronouns were
present in their story whereas for Group 3, the reverse was true. This shows that bilingual Kurdish-Persian
speaking children gradually learn that the use of pronouns may cause ambiguity in their narratives, hence,
produced fewer of them.
Similarly, regarding the narratives of Group 2 (bilingual children who narrated the story in Persian) and
Group 3 (monolingual children who told the story in Persian), the mean of Group 2’s performance is
significantly higher than that of Group 3 in terms of indefinite nouns. In fact, the means of Group 2 in terms of
indefinite noun phrases (7.50) and definite noun phrases (25.66) were higher than those of Group 3 (indefinite
NARRATIVES OF KURDISH-PERSIAN BILINGUAL CHILDREN
858
noun phrases = 5.58; definite noun phrases = 22.91), but the means of Group 2 for pronouns (7.916) and zero
anaphors (7.916) were lower than those of Group 3 (pronouns = 9.166; zero anaphors = 11.083). The reason for
this is that, as stated earlier, reference imposes a cognitive load on speakers for processing (Berman, 2009). But
the cognitive load of references in form of pronoun and zero anaphor is much more for Group 2 (participants
who learned Persian as a L2) than Group 3 (monolingual Persian speakers). So, processing of pronouns and
zero anaphors should logically be harder for Group 2 than Group 3. By the same token, Group 3 used fewer
indefinite and definite noun phrases in comparison with Group 2, which may be due to that Group 2
participants, who have erroneously relied on their L1, Kurdish, and further to avoid ambiguity, produced more
definite and indefinite noun phrases than pronominals.
However, the last point to mention about the differences is that some of the discrepancies between
Groups 1 and 2 in Kurdish-Persian bilingual speaker group and Group 3 in Persian monolingual speaker group
may correlate to the social class or participant’s families. As mentioned before, Groups 1 and 2 were selected
from rural parts and Group 3 from urban parts. This selection was compulsory in order to make sure that
Groups 1 and 2 would be those subjects whose spoken language in family and even around the school was
Kurdish and that they only spoke Persian in class. Therefore, it can be supposed that some of differences
between Groups 1 and 2 (as bilingual children) and Group 3 (as monolingual ones) have been due to their
social class, families’ income, and social status. It could be discussed that bilingual participants may be behind
their monolingual peers in urban parts. If we suppose that Groups 1 and 2 were from low-income families (as to
some degree they were) and Group 3 from higher-income families, then some of the discrepancies would be
due to other conditions that could affect the language development. This is in line with other studies which
reveal that children from low-income families enter preschool classes with language skills that are behind those
from higher-income families (Raz & Bryant, 1990; Walker et al., 1994). Further research is needed to prove
whether some parts of the obtained results in the present study could be due to participants’ higher-income
family background. Likewise, further research can be conducted to compare other dialects of Kurdish, like
Kurmanji, to find out whether or not they act like Sorani dialect in comparison to Persian.
Conclusion
This study revealed two points about the use of referential expressions in narrative by Kurdish-Persian
bilingual children and their monolingual Persian peers. First, both monolingual and bilingual children used
similar strategies for producing the expressions and experienced a similar developmental path in acquiring
these expressions. Second, Kurdish-Persian bilinguals who learn Persian as a L2 experience more cognitive
load in producing and processing pronominals and they are, as a result, behind their Persian monolingual peers.
The conclusion is that the differences between Persian monolinguals and Kurdish learners learning Persian as a
L2 in using pronouns and zeros anaphora could be the result of the differences between Persian and Sorani
Kurdish language structures. The implication of this study would be more exposure to narratives in both
languages, which is required to make them realize between the structures of the languages.
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US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 861-872
Critical Discourse Analysis: A Theoretical Framework for
Analyzing Mathematics Teaching in Multilingual Classrooms?
Nancy Chitera
University of Malawi-The Polytechnic, Blantyre, Malawi
The purpose of this article is to develop a framework that can be used to describe and explain how mathematics
teachers construct a multilingual classroom and the discourse practices being produced in a mathematics classroom.
It conceptualizes the discourse practices used by mathematics teacher educators as they prepare student teachers to
teach mathematics. The framework developed here is shaped by Critical Discourse Analysis (CDA) drawn from
Fairclough. This provides the theoretical and conceptual tools to examine the discourse practices of mathematics
teacher educators and how they make available these discourse practices for student teachers to draw on. In broad
terms, this article examines the discourse practices of the mathematics teacher educators and how they support
the student teachers develop discourse practices relevant for teaching and learning school mathematics in
multilingual classrooms. This article is broken down into several sections. The first section discusses what it means
for student teachers to develop discourse practices for mathematics teaching. The second section provides an
introduction to CDA, followed by its origins, key terms, and elements of Fairclough’s CDA. Thereafter, the author
outlines the strategies involved in doing CDA. The last section discusses why CDA is relevant to the mathematics
classroom.
Keywords: mathematics teachers, multilingual classroom, discourse practices, mathematics teacher educators,
Critical Discourse Analysis (CDA), student teachers
Introduction: Discourse Practices for Mathematics Teaching
In this article, the author suggests that learning how to teach mathematics in multilingual classrooms can
be understood as discourse practices, where discourse practices here mean:
The whole process of social interaction of which text is just part of it; and include language forms (written and spoken), patterns of interactions among the participants, as well as values embedded in the use of language and power relations and attitudes to knowledge. (Fairclough, 1989, p. 24)
Furthermore, discourse practices include language forms (written or spoken) which operate together with
verbal and visual elements, such as depiction and gesture in the context of “meaning-burdened designs”
(Fairclough, Graham, Lemke, & Wodak, 2004, p. 5). In other words, learning how to teach school mathematics
in teacher training colleges includes the language that is in use in the college mathematics classroom together
with accompanying verbal and visual elements in the context of teaching. It is a discourse practice with specific
activities and discursive practices different from the learning of school mathematics. For example, student
Nancy Chitera, Ph.D., associate professor, Mathematics and Statistics Department, University of Malawi-The Polytechnic.
DAVID PUBLISHING
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teachers, when learning how to teach, have to be able to deal with the problem of attending to different
learners’ solutions, whereas in learning, the issue is just to get the solution, one does not have to know a variety
of solutions. Thus, learning how to teach mathematics can be regarded as a distinct discourse practice.
Student teachers in a college mathematics classroom, therefore, learn and develop familiarity and
confidence with the discourse practices for school mathematics teaching. Willet (1995) argued that learning a
language is the process of becoming a member of a socio-cultural group. Willet (1995) further argued that, by
engaging in the socio-cultural practices of the group, people gradually appropriate the language and culture
needed to be considered an insider or part of the group. In Willet’s (1995) words, it can be said that learning
how to teach mathematics is the process of becoming a member of a mathematics teaching community and
requires student teachers to engage in its practices in order to acquire the discourse practices. The new
discourse practices enable student teachers to become active members and be accepted by the wider community
of mathematics teachers. However, in this case, student teachers can use the discourse practices after these
discourse practices have been made available to them through their mathematics teacher educators in the
teacher training programmes. The question is how do mathematics teacher educators make available these
discourse practices to student teachers?
Through the interaction between student teachers and mathematics teacher educators in the mathematics
teaching classroom, student teachers are initiated into the discourse practices. This means that, through
interaction, mathematics teacher educators in a mathematics classroom display the discourse practices for
mathematics teaching to student teachers, as Mercer (1995) put it, “Teachers are expected to help their students
develop ways of talking, writing and thinking which will enable them to travel on wider intellectual journeys,
understand and being understood by other members of the wider communities of education” (p. 83). Although
Mercer was talking about school learners, his ideas apply just as well to mathematics teacher educators. In
Mercer’s language, mathematics teacher educators are expected to help student teachers develop ways of
talking, writing, and thinking which may enable them to teach in multilingual classrooms. Rogoff (1990, p. 195)
explained that while participating in social activity, individuals jointly build shared understandings of the
activity. It can be argued therefore that it is in the process of finding the common ground and incorporating the
language used, the skills, and the perspectives constituting the activity that student teachers in mathematics
classrooms acquire a range of discourse practices. Therefore, the study argues that mathematics teacher
educators who have been in the practice for some time have acquired the discourse practices that are involved
and need to be encouraged in order to develop discourse practices for school mathematics teaching. However,
this may depend on their community, their access to resources, and/or the availability of the materials needed
for activities related to their discourse practices for mathematics teaching development. Developing discourse
practices for school mathematics teaching in a multilingual classroom is thus not simply an individual’s activity;
rather it is connected to mathematics teacher educators and student teachers’ participation and evolves in and
through interaction in their classrooms. It should be understood, however, that this is not a one-way process by
which student teachers in a mathematics classroom will just appropriate knowledge and skills as displayed by
their mathematics teacher educators. It occurs through the politics of social interaction (Bloome & Willet,
1991). Bakhtin (1982), Gee (1990), Goffman (1967), Gumperz (1982), and Willet (1995) argued that people
not only build shared understandings in the process of interaction, they also evaluate and contest those
understandings as they struggle to further individual agendas. Willet (1995) continued to argue that as people
act and react to one another in a community, they also build social relations (for example, hierarchical relations)
CRITICAL DISCOURSE ANALYSIS
863
and identities (for example, good students). According to Fairclough (1989), these structures both constrain and
sustain relationships of power, solidarity, and social order which are shaped by the broader political and
historical contexts in which they are embedded. Through this process of interaction, these relations, identities,
and ideologies are altered and reshaped (Rodby, 1992).
Bloome and Bailey (1992) argued that people build actions by acting and reacting to one another and
holding one another accountable for acting within the evolving interpretive framework of the event. They
establish participants’ identities and roles and create norms, rules, and strategies for accomplishing events and
criteria for evaluating them. Such an orientation has considerable implications for this article of the discourse
practices of mathematics teacher educators as they interact with student teachers. In the process of acting
and reacting to one another, mathematics teacher educators and student teachers build their discourse
practices. That is, what mathematics teacher educators say and do shapes both their discourse practices
and student teachers’ discourse practices. Similarly, what student teachers do and say in the college
mathematics classrooms also contributes to both the discourse practices of mathematics teacher educators and
of themselves.
In this paper, the author has tried to explain how the Critical Discourse Analysis (CDA) approach can be
used to examine the discourse practices of mathematics teacher educators in teacher training colleges. Further,
the author has explained how CDA can be used to explain how mathematics teacher educators enact these
discourse practices for student teachers to draw on. But, first, the theoretical underpinnings of Norman
Fairclough’s CDA should be explained. His systematic approach and method in analysis are the reasons for its
application in this approach.
CDA: What It Is and What It Is for
CDA is generally classified as an approach which consists of different perspectives and different tools and
methods for studying the relationship between the use of language and social context (Waller, 2006). Due to
this diversity, studies in analyzing discourse are different, derived from quite different theoretical backgrounds
and oriented towards very different data and methodologies (Weiss & Wodak, 2002). For example, Waller
(2006) argued that there are those who focus on a detailed analysis of texts—The linguistic features of text,
while, on the other hand, there are those who focus on the social aspects of text production—transformation,
consumption, and redistribution—that are focusing on discourse only. Within this diversity, there also exist a
normative approach and a critical approach (Waller, 2006). The normative approach focuses on just describing
a situation, while the critical approach focuses on deconstructing hegemonic relations of power in and over
discourse and how this undermines the social justice. The key figures in this area include Fairclough (1992a;
1992b; 1992c; 1993; 1995a; 1995b; 1996; 1998; 2001; 2003), Van Dijk (1993; 1997; 1998a; 1998b; 1999;
2001), and Wodak (1996; 2000; 2001) among others. In this article, the author draws exclusively on
Fairclough’s CDA methodology which attempts to bridge the texts and social aspect of text production by
merging the normative and critical approaches.
CDA is discussed by Fairclough (2001) as a visible and influential branch of discourse analysis, which is
useful in analyzing the potential power and value of the words (either written or spoken) used by people in a
community. It is an approach to the mathematics classroom of discourse which considers the use of language as
a form of social practice (Fairclough, 1989, p. 20; Fairclough & Wodak, 1997, p. 258). It considers the context
of language as crucial to discourse (Wodak, 2001) and it takes particular interest in the relation between
CRITICAL DISCOURSE ANALYSIS
864
language and power. In this theory, the analysis of discourse is not just transparent; it is instead a perceptive
and committed approach that includes the Web of examining the social processes implicated in the discourse
(Aman & Mustafa, 2006, p. 5). This theory also proposes that a close and systematic analysis of discourse can
reveal the nature of social practice in discourse. In other words, the theory considers discourse as an aspect of
social practice (Chouliaraki, 2000, p. 297).
Fairclough (2003) further argued that discourse is not only preoccupied with the analysis of texts (e.g.,
books, transcripts, letters, pictures, and so on), but is more a matter of discriminating the systems and
regulations which govern bodies of texts and the processes which texts themselves govern dialectically.
Therefore, discourse, as a “social practice”, is a relatively stabilized form of social activity (Fairclough, 1995a;
1995b; 1995c; 2003; Harvey, 1996).
Social practices refer to actual acts of human activities, utterances, or writing. They also include
economical, political, cultural, and ideological orientations (Fairclough, 1992b, p. 66). In “mathematics
teaching”, social practices include different elements, such as activities that involve reasoning, solving
problems, explaining solutions, and writing on the board. They also include social relations, visual aids,
teachers and learners, written and spoken words, and body language. CDA examines the social practices of
individuals or institutions that involve concerns, such as the use and abuse of power, hegemony, ideological
operations, and social change, as well as conflict, domination, race, and leadership (Fairclough, 1992a; 1992b;
1992c; Van Dijk, 1991; Wodak, 1996). In short, when analyzing discourse, social factors that are embedded
within the discourse as well as determine their own production need to be taken into account (Aman & Mustafa,
2006).
Origins and Key Elements of Fairclough’s CDA
CDA came into being mainly through Fairclough (1989; 2003). It is grounded in theories of language that
define language as a social phenomenon (Halliday, 1978; Kress, 1989). Fairclough (1989) assumed that people
use language to accomplish a variety of social goals. He also assumed that any analysis of language must be
linked to a social theory that encompasses both everyday social practices (for example, students and teachers
discussing a book) and the social institutions in which they occur (such as in colleges), as well as the broader
ideological context. Thus, CDA is a sociolinguistic tool that facilitates a simultaneous focus on the linguistic
features of a specific text, for example, vocabulary, semantics, phonological features, and on the social
structures and practices underlying the text (Bloome & Talwalkar, 1997). Fairclough built on and used existing
social theories; however, he challenged social theory to include a perspective of discourse and language as it
unfolds in actual texts and social interactions (Bloome & Talwalkar, 1997), which he called text-oriented
discourse analysis (Fairclough, 1995a; 1995b; 1995c). Fairclough argued that if social theories are to be helpful
in informing the everyday life of the community, then a thoughtful perspective of the nuts and bolts of language
use must be part of the foundations of social theory because language use is part of the foundations of everyday
life. This is so because, according to Fairclough (2003), language provides a description of structures, events,
social practices, and relations between and among people and between and among institutions. However, for
CDA, “Language is not powerful on its own—It gains power by the use powerful people make of it” (Weiss &
Wodak, 2002, p. 14). CDA, as compared to other kinds of discourse analysis, combines text-oriented discourse
analysis with an in-depth understanding of recent sociological discussions of society, culture, and power
(Gilbert, 1992). In addition, it has also provided a theory-method linkage that is absent in many sociological
CRITICAL DISCOURSE ANALYSIS
865
discussions of everyday life and language use and in many linguistic discussions of social dynamics.
CDA for Fairclough is concerned with the investigation of the relation between two assumptions about
language use that language is both socially shaped and is socially shaping (Fairclough, 1995a, p. 131). Through
the notion of different functions of language in texts, Fairclough (1995a) identified the theoretical assumption
that texts and discourses are socially constitutive: “Language use is always simultaneously constitutive of
identities, social relations and systems of knowledge” (p. 134). In other words, discourse simultaneously
constructs: (a) the social identity of a subject, namely, social position and character type; (b) the social
relationship between people; and (c) knowledge systems and beliefs, in various degrees of importance
depending on situations. Thus, every text contributes to the constitution of these three aspects of society and
culture. Fairclough (1995a) claimed that these three aspects are always present simultaneously and one may
take precedence over the others.
The three simultaneous constructs mentioned above are intricately linked to four language functions,
namely, identity, relationship, ideational, and textual functions (Aman & Mustafa, 2006). Identity functions are
related to the ways in which social identities are constructed by discourse. Relationship functions refer to the
manner in which social relationships among participants are negotiated. Ideational functions concern the
ways texts reflect not only the world but also its processes, entities, and connections. Textual functions, on the
other hand, refer to linguist information and social institutions that are outside of the text (Fairclough, 1992b,
p. 65).
Moreover, CDA aims at raising awareness of how people’s subjectivities are shaped, influenced, and
constrained by institutional social structures, and by demonstrating the extent to which texts, produced by an
individual, construct or position the participants in the community (Fairclough, 1989). For Fairclough, these
structures determine the role people act out in particular social situations, the identities and interpersonal
relationships they perform, and the representation of the world that gets taken for granted as they interact with
others. Thus, CDA gives tools to analyze how language symbolizes the community in particular interests and
how texts position the members of the community and produce the relations of institutional power at work in
classrooms. It assigns special significance to the structure of speech and texts and provides methods for
specifying the linguistic features of different types of discourse units and the way they are connected together
into larger units of meaning.
According to Fairclough and Wodak (1997), discourse is not merely a linguistic category or
communicative medium; it is mediation between social structure and cultural practice. As a social process,
discourse is linked intricately to the socio-cultural context from which it operates (Aman & Mustaffa, 2006).
Thus, it is neither produced, nor can it function in a vacuum; it is instead contextual discourse, one that is
embedded within institutional systems of ideology. Consequently, it can be said that mathematics teacher
educators’ discourse practices are tied to the context of teaching and cannot be isolated from it. This suggests
that the discourse practices of the mathematics teacher educators must not be understood as located in their
minds, but in their participation in interaction with each other and the student teachers in a mathematics
classroom. Furthermore, the way educators use texts in a multilingual mathematics classroom could also be a
source of the patterns of particular social settings that they have constructed (The word “text” here refers to the
“social event”) (Fairclough, 1993, p. 138) which includes language in use, whether written or spoken, that has
consistency and at the same time implied meanings (Luke, 1992). It may also be other forms of communication,
CRITICAL DISCOURSE ANALYSIS
866
such as body language and visual images. These patterns, according to Kress (1993), emanate from the
sequence of coherent choices of words in the text, such as grammar. These choices together build up
particular social worlds that represent the members in the community. Fairclough (1989) called this the
“representational function” of the text. Halliday (1978) argued that the purposes and actions of the members
in a community mediate the form of language and grammatical choices to be used in the text. In other words,
texts, written or spoken, build the position (Kress, 1989) of the speaker in the community. That is, the way one
uses his/her text reflects the position he/she assumes in the community. Thus, the way texts are produced and
used in the mathematics classroom portrays the position of mathematics teacher educators and how they
position their student teachers. Thus, language in this sense is symbolic. Therefore, viewing language as
symbolic, it can be argued that the way texts are produced and used by teacher educators in a college
mathematics classroom reveals and portrays the position of mathematics teacher educators and student teachers
in their classrooms.
CDA is also concerned with analysis at both micro and macro levels, through the analysis at the
intermediate level that of social practices and structures, in terms of genres, discourses, and styles accessed,
hence it includes both linguistic analysis and interdiscursive analysis (Fairclough, 2003, p. 3). It emphasizes
ways to approach language (or more broadly, discourse) and to investigate relations of power and how they are
constituted at the micro and macro levels.
Stages of Analysis in CDA
The underlying principles in Fairclough’s CDA theory are its descriptive, interpretative, and explanatory
approaches towards discourse (Fairclough, 1992b). Based upon these principles, Fairclough produced a
three-dimensional approach to discourse analysis, namely, textual analysis, discourse practice analysis, and
social process analysis.
Fairclough (1995c) described this three-dimensional approach to discourse analysis as:
A three-dimensional framework where the aim is to map three separate forms of analysis onto one another: analysis of (spoken and written) language texts, analysis of discourse practice (process of text production, distribution and consumption) and analysis of discursive events as instances of socio-cultural practice. (p. 2)
He claimed that his theoretical analysis includes three comprehensive ways to read the complex social
conditions embedded in discourse, which primarily requires interdisciplinary, or at the very least,
transdisciplinary skills (Fairclough, 1997).
Textual Analysis
Textual analysis is a linguistic analysis of a text in which Fairclough (2001) explained that the main object
of analysis is the text itself (both verbal and non-verbal). It is a process whereby the structure and meanings of
textual discourse are described. This analysis involves highlighting the formal features of the text, such as the
lexical items which include vocabulary, pronouns, and words that suggest a particular conception of how the
community or classroom, in particular, operates and words implying metaphorical meanings, grammatical
features, assumptions being made, and absences. This stage requires analytical reading in order to highlight the
formal features in the texts produced by the participants in the community.
In relation to the objectives and nature of the discourse analyzed in the mathematics classroom, in addition
to highlighting the textual features, explanations also focused on textual structures, that is a description of
CRITICAL DISCOURSE ANALYSIS
867
interaction control, namely, who controls the interaction, turn-taking, and structure of change in discourse. A
reading of these aspects can provide insights into the discourse practices that are commonly used by
mathematics teacher educators in their classrooms and the knowledge system, beliefs, values, or perceptions
regarding social relationships and identities that are embedded in discourse (Fairclough, 1992a, pp. 75-78 &
234-237; 1995a, pp. 133-134).
Discourse Practice Analysis
Discourse practice analysis aims at interpreting the processes of discourse production at the micro level,
that is, the interpretation of the relationship between text and interaction. At this stage, text is seen as the
outcome of a course of action and as a resource in the process of interpretation (Fairclough, 2001). The
interpretation may examine discourse production—whether it has been conventional or creative, producers of
the discourse, the distribution and use of discourse, as well as the presence of elements, such as
interdiscursivity of genre and intertextuality (Fairclough, 1992a, p. 65 & 134).
Genre for Fairclough is the use of language associated with a particular social activity (Fairclough, 1993, p.
138). For example, in a mathematics classroom, mathematics teaching as a genre has its own use of language,
visual aids, bodily movements, sequencing of information, and its own style of teaching, which might be
different from other subjects. Thus, different genres are different means of production of a specifically textual
sort and different resources for structuring (Fairclough, 2000, p. 441). Furthermore, genre is also a set of
relatively stable conventions, which are both creative and traditional. That means that genre is relatively stable
and at the same time open to change.
During this stage, features of the text are highlighted when seen cumulatively and in relation to each other
and to the wider context, which can then be interpreted in terms of the particular epistemological and
ideological beliefs of the participants. In the mathematics classroom, words and phrases of the text when seen
cumulatively and in relation to each other will be highlighted. These words and phrases will act as clues that
will characterize the discourse practices in college mathematics classrooms, that is, whether the discourse
practices are conventional or creative. These clues may also suggest the ways in which student teachers and
their teacher educators relate to each other, the power relationship that exists between them, and some specific
discourse practices.
Social Process Analysis
Social process analysis is concerned with revealing the social issues and practices that are embedded
in discourse through its dialectic relationship with the nature of texts and discourse practices, as
previously discussed. In other words, it is an analysis of the discursive processes and the social processes. It is
concerned with the relationship between interaction and social context. The aim of this stage is to represent
a discourse as a social practice (Fairclough, 2003). It extends the interpretation into an explanation of the
findings found in the descriptive and interpretative stages. Such analysis aims at revealing the reasons why an
addresser produces a particular discourse (Fairclough, 1992a; 1992c). Therefore, in the mathematics classroom,
this stage will represent the mathematics teacher educators’ discourse as a practice that is displayed by the
educators.
Fairclough (1995c), in this three-dimension analysis of CDA, examined the production and utilization of
text (and discourse practices) as a component of the system that ties together the discourse practices of the
participants in the community and the existing power relations. The focus on processes of production and
CRITICAL DISCOURSE ANALYSIS
868
interpretation gives critical discourse analysis a merit for looking beyond individuals (Bloome & Talwalkar,
1997). This process is where the researcher analyses the factors, which may explain the social constructions of
the responses given by the participants. For example, one may look at factors, such as social relations,
instruments or materials, objects, time and place, forms of consciousness, beliefs/values/desires, and
institutions/rituals (Fairclough, 1999; 2003). Thus, for example, the production of a mathematics lesson in
college mathematics classrooms involves not just the work of mathematics teacher educators but also the work
of the social institution including its discourse practices, material resources, and its political and economic
location.
Analysis in CDA moves back and forth between text analysis (description) and analysis of power relations
among the people participating in the community (interpretation). This back and forth analysis shows that the
interpretation as well as the linguistic features of the conversation is bounded (although not strictly) by the
discourse practices of the particular institution within which they take place. However, in analysis, the author
does not focus only on the list of linguistic features outside of their context of use. As Bloome and Talwalkar
(1997) argued, one cannot simply make a linguistic feature and code a transcript to illuminate power relations.
The explication of power relations requires a dialectical praxis—a movement back and forth among social and
linguistic theories and across methodological approaches to the analysis of texts and event. Thus, in practice,
CDA is a form of a descriptive critique.
Exploring Mathematics Teacher Educators’ Discourse Practices Through CDA
CDA provides tools to analyze how discourse symbolizes the mathematics classroom in college
mathematics classrooms in particular interests and how mathematics teacher educators are positioned in
relation to their student teachers in the context of mathematics teaching. In the mathematics classroom, the
theory of CDA can also be used to find out how mathematics teacher educators construct multilingual
mathematics classrooms and how they use their spoken and written language. Furthermore, it can be used to
uncover the discourse practices being used during their teaching in a college mathematics classroom and how
they make available the discourse practices for student teachers to draw on. CDA helps in identifying the tacit
as well as explicit features of mathematics teacher educators’ talk (and accompanying non-verbal
communication) that impact upon the kinds of relationships and identities that exist in their college
mathematics classrooms. These features would point to the discourse practices that mathematics teacher
educators display and make available for student teachers. The central argument here is that the nature of the
typical discourse practices of the college mathematics classroom in multilingual contexts may be a significant
factor for producing the discourse practices for school mathematics teaching and making it available for student
teachers to draw on.
In a classroom situation, mathematics teacher educators and student teachers use language/texts (written or
spoken) to make sense of their community and to construct social actions and relations required for teaching
and learning mathematics. A great deal depends on both mathematics teacher educators and student teachers’
capacities to construct, control, and manipulate texts and if mathematics teacher educators and student teachers
are to participate accordingly in their classrooms. According to Fairclough (2001), whenever people speak,
write, listen, or read, they do so in ways which are considered as appropriate in a particular social setting. It can
therefore be assumed that in a college mathematics classroom, for mathematics teacher educators to produce
texts accordingly (written or spoken language during teaching and interaction with the student teachers) and be
CRITICAL DISCOURSE ANALYSIS
869
able to control and manipulate texts, they need to know what to say and what to do, and at what time. Therefore,
CDA in this case opens up additional ways for investigating what mathematics teacher educators in college
mathematics classrooms know in order to produce, interpret, and evaluate the texts produced when teaching
student teachers and the hidden motivations behind the language used. As for student teachers, they need to
know and understand the texts produced by their mathematics teacher educators and be able to manipulate,
interpret, and evaluate in the context if they are to participate in their classes.
In the case of spoken texts, like conversations in a college mathematics classroom, language is used to
represent mathematics teacher educators’ positions and ideas to establish and build up relations and identities.
Spoken and written texts are objects in which cultural representations and social relations and identities are
expressed through language and other signal structures (Luke, 1992). However, in a classroom situation,
mathematics teacher educators’ texts are not used for a fixed position or identity only. They are the actual
media through which their socially constructed and contested identities are made and remade (Luke, 1996).
Extending this into a mathematics classroom in college mathematics classrooms, interactions between
mathematics teacher educators and student teachers should enable the student teachers to act as mathematics
teachers. It can therefore be assumed that it is through the everyday texts produced by the mathematics teacher
educators that student teachers learn how to recognize, represent, and be a member of a community (i.e., a
mathematics teacher in a multilingual classroom). What this means is that what mathematics teacher educators
say, how they say it, and how they interact with their student teachers together make up available discourse
practices for student teachers to draw on. It is not only the school curriculum and policies that influence student
teachers’ practices but also how mathematics teacher educators use their language. Of course, how student
teachers use what they have learnt when they go for actual teaching in a primary mathematics multilingual
classroom also depends on the context and local factors in the particular school.
Depending on how the discourse practices are made available, they may enhance or limit the development
of the discourse practices necessary for school mathematics teaching in multilingual classrooms. The way
mathematics teacher educators use their language may advantage some student teachers in a mathematics
classroom to have access to the discourse practices for mathematics teaching while at the same time
disadvantaging others. This suggests that the discourse practices of mathematics teacher educators can enable,
obstruct, or even deny the student teachers, and hence, access to the discourse practices for school mathematics
teaching. Through the practices of mathematics teacher educators, student teachers can exercise control and
selection of the mathematics teaching practice. Thus, learning how to teach mathematics is placed in cultural
practice, in the community of a mathematics classroom. Therefore, the organization of activities can make the
discourse practices for mathematics teaching and learning visible to student teachers in practice. It can further
make visible the less explicit facets of multilingual mathematics classroom discourse practices. It will also
provide a means for identifying thoughts that mathematics teacher educators promote and the interests they
serve as they interact with the student teachers.
Thus, this article argues that mathematics teacher educators and student teachers’ interaction or talk in a
mathematics classroom is a critical site at this stage in student teachers’ careers, in which different positions are
created. It is argued that becoming a full participant as a mathematics teacher depends not only on the
availability and use of mathematics or other textbooks, for example, but also on being exposed to and having
insight into mathematics teaching practices. In line with this argument, the discourse practices of the
CRITICAL DISCOURSE ANALYSIS
870
mathematics teacher educators also contribute to the effective development of the student teachers in becoming
full participants. Considering the interaction and talk between student teachers and mathematics teacher
educators in a mathematics classroom, the interaction between them involves the actual actions, problems,
hopes, and needs in regard to the primary mathematics teaching profession. The classroom talk as a discourse is
one where the participants concerned are expected to share the characteristics of teaching. In other words, it can
be said that it is a power relationship which operates through the participant’s thoughts, intentions, desires, and
whatever contributions that may or may not be difficult to tell. In this sense, the interactions in a mathematics
classroom serve to build the participants’ identity as a kind of speaking subject, such as a facilitator or an expert.
Thus, interactions tell a story that reveals the participants’ identities.
Conclusion
This article identifies CDA as a theory that can be used to examine the discourse practices of the
mathematics teacher educators in college mathematics classrooms in teacher training colleges. This article has
shown that CDA tools can be used to identify the tacit as well as explicit features of mathematics teacher
educators’ talk that impact upon the kind of relationships and identities that may hinder or enhance the
development of the discourse practices in student teachers. The article argues that the nature of the typical
discourse practices of the college mathematics classrooms in multilingual contexts might be a significant factor
for producing the discourse practices for mathematics teaching and making available discourse practices for
student teachers to draw on.
This article identifies mathematics teacher educators as a crucial source for student teachers to develop
discourse practices for teaching mathematics in multilingual classrooms. The language used is symbolic in the
sense that the way one uses it reflects the position one holds in the classroom. Through the interaction between
mathematics teacher educators and student teachers, identities are shared and passed on to student teachers.
Therefore, through the everyday use of texts, student teachers learn how to recognize, represent, and be a
mathematics teacher in a multilingual mathematics classroom. Thus, what mathematics teacher educators do,
say, how they say it, together with student teachers’ interaction in the classroom make available discourse
practices for student teachers to draw on. Thus, developing discourse practices for mathematics teaching in
multilingual classrooms and how mathematics teacher educators use them in a college mathematics classroom
are deeply linked to the ongoing activities in the practice of teaching.
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Publications. Van Dijk, T. A. (1998a). Ideology: A multidisciplinary study. London, U.K.: Sage. Van Dijk, T. A. (1998b). Towards a theory of context and experience models in discourse processing. In H. Van Oostendorp, & S.
Goldman (Eds.), The construction of mental models during reading. Hillsdale, N.J.: Erlbaum. Van Dijk, T. A. (1999). Critical discourse analysis and conversation analysis. Discourse and Society, 10(4), 459-450. Van Dijk, T. A. (2001). Multidisciplinary CDA: A plea for diversity. In R. Wodak, & M. Meyer (Eds.), Methods of critical
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US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 873-879
Epistemic Impact on Group Problem-Solving for Different
Science Majors*
Andrew J. Mason, Charles A. Bertram
University of Central Arkansas, Conway, USA
Implementation of cognitive apprenticeship in an introductory physics lab group problem-solving exercise may be
mitigated by epistemic views toward physics of non-physics science majors. Quantitative pre-post data of the Force
Concept Inventory (FCI) and Colorado Learning Attitudes About Science Survey (CLASS) of 39 students of a first
semester algebra-based introductory physics course, while describing typical results for a traditional-format course
overall (g = +0.14), suggest differences in epistemic views between health science majors and life science majors
which may correlate with differences in pre-post conceptual understanding. Audiovisual data of student lab groups
working on a context-rich problem and students’ written reflections described each group’s typical dynamics and
invoked epistemic games. We examined the effects of framework-based orientation (favored by biology majors)
and performance-based orientation (favored by computer science, chemistry, and health science majors) on pre-post
attitude survey performance. We also investigated possible correlations of these orientations with individual
quantitative survey results and with qualitative audiovisual data of lab groups’ choice of epistemic games.
Keywords: problem-solving, epistemic views, meta-cognition, Introductory Physics for the Life Sciences (IPLS)
Introduction
Recently, attention has been turned toward designing Introductory Physics for the Life Sciences (IPLS)
courses to suit the needs of life science majors (Redish et al., 2014; Moore, Giannini, & Losert, 2014). The
importance of problem-solving skills for IPLS students is one of several concerns addressed by these efforts
(Crouch & Heller, 2014). Techniques, such as coordinated group problem-solving (Heller, Keith, & Anderson,
1992), may be a useful way to introduce students to physics problem-solving techniques, in conjunction with
context-rich problems (Heller & Hollabaugh, 1992) designed to assist students in developing a problem-solving
framework.
One concern when addressing these issues regards measuring attitudes toward problem-solving, e.g., the
Maryland Physics Expectations Test (MPEX) (Redish, Steinberg, & Saul, 1998) and the Colorado Learning
Attitudes About Science Survey (CLASS) (Adams, Perkins, Podolefsky, Dubson, Finkelstein, & Wieman,
2006). In particular, it is noted that learning orientation of physical science majors often leads to more
successful careers in the physical sciences (Hazari, Potvin, Tai, & Almarode, 2010); however, it remains
* Acknowledgements: The authors of this paper are grateful to L. Ratz for his assistance in data collection. They are also grateful to L. Kryjevskaia, A. Boudreaux, A. McInerny, B. Lunk, and M. B. Kustusch for their helpful discussions. Funding was provided by the University of Central Arkansas Sponsored Programs Office and Department of Physics and Astronomy.
Andrew J. Mason, Ph.D., assistant professor, Department of Physics and Astronomy, University of Central Arkansas. Charles A. Bertram, B.Sc. candidate, Department of Physics and Astronomy, University of Central Arkansas.
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unclear whether such a learning orientation exists toward physics for IPLS students who are not majoring in
physics.
An IPLS Course With Diversity of Majors: Are Expectations Different?
Currently, we are investigating an algebra-based IPLS course taught at a medium-size state university
level with moderate-sized student populations per course section (45-70 students). The format of the course is
traditional in nature, and is taught by two to four instructors each semester in a traditional lecture-lab format,
albeit with no recitation sections. A typical class population contains biology majors as well as chemistry and
computer science majors, in addition to health and behavioral science majors who are housed in a separate
college from the other majors. As a result, content importance, as well as course expectations, may fluctuate
between different majors.
With regard to problem-solving, such a variance in expectations may possibly affect the learning outcomes
and effectiveness of the exercise. One potential effect is lab groups’ choice of epistemic games (Tuminaro &
Redish, 2007) to approach the problem solution; performance-motivated students may choose games that seem
to more directly reach the solution, ignoring other potentially useful games oriented toward a problem-solving
framework.
We examined data from a typical first semester IPLS course section to investigate the nature of
expectation differences and how they may affect student interactions in a group problem-solving exercise. A
reflection exercise (Yerushalmi, Cohen, Mason, & Singh, 2012) is introduced to help students identify areas of
struggle in solving physics problems. Epistemic and attitudinal tendencies among majors will be identified and
considered in light of students’ views toward a problem-solving framework.
Research Goals
We establish a preliminary measure of students’ learning goals, and investigate whether this measure is
related to survey results reflecting content knowledge and attitudes toward physics for the problem-solving
exercise. Choice of major may be correlated to learning goals as well. We also examine whether this same
measure of learning goals for laboratory groups corresponds to choice of epistemic games for a
problem-solving approach.
Procedure
Lab Problem-Solving Exercise
Data were taken in the spring semester of 2014 for a first semester introductory algebra-based physics
course of 48 students spread across two laboratory sections. The study took place with primarily biological
science and health and behavioral sciences majors; the student body also included several computer science and
chemistry majors and some non-science majors. The problem-solving activity comprised the first hour of each
lab section prior to the lab activity.
Beginning each laboratory period, a context-rich problem was introduced to lab groups of two or three
students each to work on cooperatively. Students wrote and submitted their reflections about which part of the
problem-solving process they individually struggled with, if any, on a rubric adapted from a self-diagnosis
study done by Yerushalmi et al. (2012). A learning assistant (Otero, Pollock, & Finkelstein, 2010) was
available to proctor the laboratory sections alongside the instructor. The instructor and the learning assistant
assisted students in a verbal tutorial fashion; in addition, lab groups were permitted to use their lecture notes if
EPISTEMIC IMPACT ON GROUP PROBLEM-SOLVING FOR DIFFERENT SCIENCE MAJORS
875
desired. After the students were finished, the instructor outlined the solution and allowed the students a chance
to reflect on their problem-solving skills, specifically the areas of the problem solution that they struggled to
understand along the way. This process was repeated every week for the duration of the semester, except exam
weeks.
Data Collection
The Force Concept Inventory (FCI) and the CLASS were given as pre- and post- tests in the first and last
laboratory sections of the semester, with emphasis on the CLASS for attitudinal changes in student population,
both overall and with regard to specific item clusters. Of the two laboratory sections, 39 total students
submitted complete data for both surveys. Four students, two from each lab section, were omitted for either
failing to provide complete data or not taking a form of data seriously (e.g., choosing “Neutral” for all CLASS
questions). Five other students dropped the course prior to its conclusion.
Audiovisual data were taken of the students in a late-semester laboratory lesson regarding rotational
dynamics. The researchers used these data to confirm typical lab group behavior observed anecdotally over the
course of the semester, and to identify epistemic games used by different lab groups in the transcribed data. The
latter goal is useful to understand whether or not choice of epistemic games is related to FCI gains, CLASS
gains, or student survey responses.
In addition, the students were given an end-of-semester survey to provide feedback in free-response form
about the reflection exercise. The survey asked the question: “In what ways did you find the exercise useful
toward learning the material in the course?”. The students’ written responses were collected and transcribed in
order to determine a classification scheme.
Results
Free-Response Survey: Measure of Learning Goals
Responses of the students on the end-of-semester survey showed that 37 of 39 students found the learning
exercise useful as a whole. The remaining two students left comments about the portions of the exercise they
did find useful, and so could still be analyzed. After transcription, the survey responses were found to be
classifiable into one of the three groups.
The first response group was more “framework-oriented”, i.e., responses focused on receiving help on
different aspects of a problem-solving framework (e.g., visualization, concepts, and mapping to equations). The
second group was “performance-oriented”, i.e., their responses were focused on how the exercise helped them
perform in other aspects of the course (e.g., exams, homework, and pre-laboratory preparation). The remainder
of students’ responses offered responses that could not be definitively classified, either because the response
was too general (e.g., helping on problem-solving as a whole) or because the response did not seem to focus
strongly on specific aspects of the course material (e.g., studying in a group). As such, all 39 students were
classifiable by survey responses.
Table 1 shows the distribution of lab sections, as well as the distribution of select majors into response
categories, namely, “framework-oriented”, “performance-oriented”, and “vaguely-defined” response categories.
It is noted that three students gave both framework-oriented and performance-oriented responses, and so are
included in both of those categories.
EPISTEMIC IMPACT ON GROUP PROBLEM-SOLVING FOR DIFFERENT SCIENCE MAJORS
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Table 1 Students Categorized Into Problem-Solving Exercise Orientations as Determined by End-of-Semester Free-Response Essays
Group Framework-oriented Performance-oriented Vaguely-defined
N (out of 39) 14 19 9
Lab 1 (19) 8 9 5
Lab 2 (20) 6 10 4
Biological science (16) 10 5 3
Health and behavioral sciences (10) 2 5 4
Chemistry/computer science (8) 0 8 0
Non-science (5) 2 1 2
To properly evaluate whether these categories are meaningful, we consider potential overlap with the FCI
and the CLASS. Table 2 compares the average pre-test scores and average individual normalized gains for
students on the FCI and CLASS with regard to the three student categories defined in Table 1. FCI data are in
terms of percentages of correct responses, and CLASS data are in terms of percentages of responses that are
considered more “expert-like”, as opposed to neutral or more novice-like responses. As there are individual
fluctuations in pre-tests and post-tests, an average of individual student gains is different, and more accurate
than comparing the group pre-test score to the group post-test score; hence, post-test scores are omitted to avoid
confusion.
Table 2 Average Scores in Percentile Form for Student Survey Response Groups for FCI and CLASS Pre-test Scores, as Well as Averaged Individual Modified Gains on the Post-test for Both the FCI and CLASS
Group Framework-oriented Performance-oriented Vaguely-defined All
N 14 19 9 39
FCI pre-test (%) 28% 31% 24% 30%
FCI gain (g) +0.22 +0.13 +0.04 +0.14
CLASS pre-test (%) 62% 62% 52% 61%
CLASS gain (g) +0.10 -0.09 +0.00 -0.02
Note. SE ranges from 2-7% for FCI data and 4-9% for CLASS data.
The framework-oriented response group appeared to have the highest averaged individual gain of the three
groups. The vaguely-defined response group had minimal FCI gains and negligible CLASS gains, while the
performance-oriented group experienced moderate FCI gains and an averaged decline across individual CLASS
gains.
With regard to CLASS item clusters, the framework-oriented group experienced moderately strong
positive gains for the three problem-solving item clusters (g = +0.34 for the PS-General cluster, +0.46 for
PS-Confidence, and +0.16 for PS-Sophistication), as well as weak positive gains for Conceptual Understanding
and Applied Conceptual Understanding clusters (g = +0.08). In contrast, the performance-oriented group had
negative gains across all item clusters, with gain values ranging from -0.09 to -0.32.
Despite small sample size, a borderline significant difference existed in average gains of
framework-oriented and performance-oriented students (p = 0.06). The framework-oriented group also showed
borderline significance in FCI gains from the vaguely-defined group (p = 0.056). There were no other
statistically significant differences between the three groups.
EPISTEMIC IMPACT ON GROUP PROBLEM-SOLVING FOR DIFFERENT SCIENCE MAJORS
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Use of Epistemic Games
Transcriptions from the audiovisual data sample provided examples of epistemic games that could be
corroborated with corresponding reflection rubrics submitted for that particular lab problem. Figure 1 displays
the rubric reflections of a student that was classified as framework-oriented. The student here invokes these
games in terms of reflection upon areas of the problem solution which presented a struggle.
Figure 1. Example of a framework-based student’s rubric from a lab group problem-solving exercise involving rotational dynamics.
In terms of games identified by Tuminaro and Redish (2007), the student exhibits an example of a
Recursive Plug-and-Chug game, i.e., the student realized that one equation for torque does not address the
unknown quantity of angular acceleration, and opted for another equation that does. The student also hints at
use of a Mapping Mathematics to Meaning game; the written phrase “The weight of the hanging mass is
irrelevant if we use the aT given” implies recognition of a target concept, namely, the relationship between
tangential linear acceleration and angular acceleration, which tells the story of why a force from a hanging mass
does not need to be calculated.
Audiovisual data, as checked by rubric performance by the researchers, showed an interesting distribution
of epistemic games preferred by different lab groups, as described by Tuminaro and Redish (2007). The results
are shown in Table 3, in terms of lab groups that were majority (at least two members who were)
performance-oriented, majority framework-oriented, or an even mix of performance- and framework- oriented
response students. One group with two vaguely-defined response students is omitted, as this group hesitated to
use any epistemic games at all. The Physical Mechanism game was present for all lab groups, as the
context-rich problem explicitly prompted its use with constructing a story about the physical situation; as such,
the game is not included in Table 3. Lab groups tended to have either two or three performance-oriented
students (performance groups) or a mixture of performance-oriented, framework-oriented, and vaguely-defined
response students (mixed groups). Performance and mixed groups both heavily used the Recursive
Plug-and-Chug game, while performance groups also focused strongly on Mapping Math(ematics) to Meaning
in trying to find an equation that would relate the target to other problem concepts. However, this game cannot
explicitly be tied to performance-oriented students, as several performance groups had a
non-performance-oriented student with two performance-oriented students.
EPISTEMIC IMPACT ON GROUP PROBLEM-SOLVING FOR DIFFERENT SCIENCE MAJORS
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Table 3 Tendencies of Different Orientations of Lab Groups Using Given Epistemic Games
Game Performance groups Framework groups Mixed groups Total
Pictorial Analysis 3 2 1 6
Transliteration to Maths 1 2 1 4
Recursive Plug-and-Chug 5 0 5 10
Mapping Math to Meaning 5 1 1 7
Mapping Meaning to Math 0 0 0 0
Total lab groups 6 2 6 14
Note. Physical Mechanism is omitted.
Discussion and Conclusion
Framework-oriented student survey responses are suggested by CLASS and FCI results to translate to
higher relative individual gains in conceptual understanding and higher relative individual gains in attitudes
toward physics. Performance-oriented student survey responses translate to somewhat less robust FCI gains and
broadly negative CLASS gains. Of interest is an indication from Table 1 that most framework-oriented students
were biology majors, accompanied by two health science majors and two non-science majors. Taken in context
with the results in Table 2, biology majors seem more likely to employ a framework-oriented perspective and
benefit more in content and attitudinal gains.
Performance-oriented lab groups heavily, but not exclusively, favor a choice of epistemic games, which,
as observed, seem to reflect a heavy reliance on using equations and typify a novice-like problem-solving
approach. These tendencies seem to support CLASS data suggesting a decline in expert-like attitudes for
performance-oriented students. While the sample size is small for framework-oriented groups, there is a
tendency to focus on Transliteration to Mathematics and Pictorial Analysis games, which correspond to a wider
variety of problem-solving framework elements.
While biology majors were more likely to prefer and benefit from a framework-oriented view, this is not
true for chemistry and computer science majors, who prefer performance, or for health and behavioral science
majors, who either prefer performance or have a vaguely-defined view of problem-solving. Thus far, diversity
of majors appears to be linked to an epistemic disparity that presents a challenge to problem-solving framework
pedagogies. Future class sections will offer a larger sample size in order to further define these tendencies.
References Adams, W., Perkins, K., Podolefsky, N., Dubson, M., Finkelstein, N., & Wieman, C. (2006). New instrument for measuring
student beliefs about physics and learning physics: The Colorado Learning Attitudes About Science Survey. Physical Review
Special Topics—Physics Education Research, 2, 010101.
Crouch, C. H., & Heller, K. (2014). Introductory physics in biological context: An approach to improve introductory physics for
life science students. American Journal of Physics, 82, 378-386.
Hazari, Z., Potvin, G., Tai, R. H., & Almarode, J. (2010). For the love of learning science: Connecting learning orientation and
career productivity in physics and chemistry. Physical Review Special Topics—Physics Education Research, 6, 010107.
Heller, P., & Hollabaugh, M. (1992). Teaching problem solving through cooperative grouping. Part 2: Designing problems and
structuring groups. American Journal of Physics, 60(7), 637-644.
Heller, P., Keith, R., & Anderson, S. (1992). Teaching problem solving through cooperative grouping. Part 1: Group versus
individual problem solving. American Journal of Physics, 60(7), 627-636.
Hestenes, D., Wells, M., & Swackhamer, G. (1992). Force concept inventory. The Physics Teacher, 30(3), 141-158.
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Moore, K., Giannini, J., & Losert, W. (2014). Toward better physics labs for future biologists. American Journal of Physics, 82(5), 387-393.
Otero, V., Pollock, S., & Finkelstein, N. (2010). A physics department’s role in preparing physics teachers: The Colorado learning assistant model. American Journal of Physics, 78(11), 1218-1224.
Redish, E. F., Bauer, C., Carleton, K. L., Cooke, T. J., Cooper, M., Crouch, C. H., ... Thompson, K. (2014). NEXUS/Physics: An interdisciplinary repurposing of physics for biologists. American Journal of Physics, 82(5), 368-377.
Redish, E., Steinberg, R., & Saul, J. (1998). Student expectations in introductory physics. American Journal of Physics, 66, 212-224.
Tuminaro, J., & Redish, E. (2007). Elements of a cognitive model of physics problem solving: Epistemic games. Physical Review Special Topics—Physics Education Research, 3, 020101.
Yerushalmi, E., Cohen, E., Mason, A., & Singh, C. (2012). What do students do when asked to diagnose their mistakes? Does it help them? Physical Review Special Topics—Physics Education Research, 8, 020109-020110.
US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 880-886
Setting Questions in Class Based on the “Wisdom Class” Theory
Wu Cui
Southwest University, Chongqing, China;
The Fifth Primary School in Longquanyi District, Chengdu, China
In the process of classroom education, setting questions in class is an important teaching method, which is used in
the whole teaching activity and acts as the link between the thoughts of teachers and students. Hence, creating a
wisdom class and using according questions to aid the class are of great significance to both students and teachers.
In this paper, 40 elementary students from the 9th grade and 10 of their teachers were studied and the result showed
that learning requirements facing to the whole class and students’ learning beliefs are essential principles, and
questions should be set by having an exhaustive understanding of the textbook, giving previous homework, creating
a thinking atmosphere, and setting a proper difficulty for the students. The proper time to set questions is when the
old knowledge and new knowledge of the student conflict in the awareness of the student, when the teacher wants
to spread thought, and when the teacher wants to make a conclusion.
Keywords: wisdom class, learning questions, method, wisdom of the classroom
Introduction
Education is not only an art for human, but also an art made by human. So, being a good educator requires
more wisdom than just knowledge and technology. The wisdom of education is realized in the reaction between
teachers and students in class. In this aspect, a wisdom class is an efficient class which is based on the
understanding on the law of teaching and learning. “Class wisdom” is a certain activity in class, which is of
wise significance. “Wisdom class” is the general property of the teaching and learning activities, which is the
specific realization of class wisdom.
Literature Review
“Teaching is intended to create learning” is a famous motto suggested by Pearson in 1989. This is
reasonable because learning pushes teaching to make processes and improvements. Over a century, an
impressive change has taken place among the researchers in highlighting learning in terms of the student or the
class constructing wise ideas (Altan, 2006). Educators were thus encouraged to recognize their students with no
strongly held preconceptions and to provide them with experiences which will be helpful to build on their
current knowledge of the world (Duit & Confrey, 1996). Pursuing wisdom and trying to become a wise teacher
have already become the ideal state for many teachers. Both domestic and overseas researchers have made
efforts to develop this topic.
In the 1970s, there was a great change in the Western education and science field—The focus has been
transferred from finding the law of teaching to pursuing the educational significance in learning context. Thus,
Wu Cui, Ed.D. candidate, Southwest University; principal, The Fifth Primary School in Longquanyi District, Chengdu.
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the Western course and teaching theory tend to find wisdom of teaching in the Eastern culture. In Manen’s
(1991) The Tact of Teaching: The Meaning of Pedagogical Thoughtfulness, he used the research method and
aspect of phenomenology to explain the practical significance of pedagogy and wisdom of teaching. His
research focused on the constitution of wisdom, the feature of wisdom, the function of wisdom, the importance
of wisdom, and the way of realization of wisdom. He suggested that the wisdom of education is one of the
forms of knowledge, and also a kind of care shown to children. In the Multiple Intelligences Theory, Gardner
(1983) put forward that intelligence included nine aspects: verbal/linguistic intelligence; logical/mathematical
intelligence; visual/spatial intelligence; bodily/kinesthetic intelligence; musical/rhythmic intelligence;
inter-personal/social intelligence; intra-personal/introspective intelligence; naturalist intelligence; and
existentialist intelligence.
Besides the foreign researchers, many Chinese researchers also realized the importance of teaching
wisdom on the behavior of teaching and learning in class. From the late 1990s until now, the wisdom of
teaching and wisdom class have become an essential category in research in teaching theory (Bernat, 2004;
Bernat & Gvozdenko, 2005). The range of the research could be divided into two parts:
1. Some researchers tend to discuss the wisdom of the class and wisdom class in the aspect of theory.
Some researchers judged the wisdom of teaching by the subject of teaching and thought that the wisdom of
teaching is the activity of teachers who design the curriculum and manage the class. Other researchers
considered that the wisdom of class is practical wisdom, which has a direct point to the action. In other words,
it is the teacher’s reaction in real teaching context to lead the class go as he/she wanted;
2. The topic of wisdom class, at the same time, attracts people’s attention. Some researchers thought
that the class should go from knowledge to wisdom, wisdom class should be set for the growth of wisdom.
Some of them also thought that the wisdom class should show students’ way of thinking, should have various
way of teaching, and should be full of teaching wisdom (Bernat & Lloyd, 2007). In addition, some opinions
held that the wisdom class could enrich students’ knowledge, develop students’ ability, integrate students’
personality, and enhance students’ wisdom. It changes the traditional knowledge-centered teaching form and
focuses on the all-round development of students by creating self-controlled classes, activated classes,
emotional classes, lively classes, and interesting classes. With the establishment of the learning community, the
thinking ability, creative ability, and practical ability could be developed. The core idea of the “wisdom
class” is to promote students’ problem-solving ability. It should be a unity of morality, ability, agility, and
creativity.
Method
In order to answer the research questions, a survey study was designed to the elementary students and their
teachers. The survey was composed of a questionnaire including three parts, which was prepared by the
researcher after a thorough understanding of the literature review.
Three Main Methods
Theoretical research method. Theoretical research is to analyze, synthesize, abstract, and generalize the
nature and relation of complicated educational problems so as to find the inherent law or general conclusion.
This research takes the method of literature review to make a new assessment of the wisdom class with the
previous results of other people’s research.
SETTING QUESTIONS IN CLASS BASED ON THE “WISDOM CLASS” THEORY
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Class observations. This study takes the non-participating observation method and makes a qualitative
study by recording the behavior, objective state, and the phenomenon relating to the subject in detail and to
make analysis of the teaching wisdom and the quality of wisdom class in teachers’ teaching practice.
Questionnaire and interviews. The subjects would be asked to give their understanding about the
question and their answers (written or spoken) would be recorded for further analysis.
Participants
The subjects of the study consisted of 40 elementary students from the 9th grade and 10 of their teachers.
Each teacher teaches a different subject. The reason for choosing the subjects of this age group is that students
of this level are teenagers, so they have already had an outlook on world and life. Besides, in their teens, they
started to learn some subjects to a deeper extent, such as geography and geometry, so they could give their
response which has more value for research.
Research Questions
1. What are the principles of setting questions in class?
2. What are the proper occasions to set questions?
3. What are the strategies to set questions?
Procedures
The subjects were asked to write their answers of the research questions in each questionnaire. Each
question was developed after a pilot study had been conducted. The subjects were allowed to enrich their
responses, either positive ones or negative ones. In order to analyze these qualitative date, information was
coded with the sequence of the answer taking the code from 0 to X (X is the number of the choices for each
question). The research questionnaire was developed after a thorough review of literature, resulting in several
basic elements to choose for the answer to each question (see Table 1).
Table 1 The Research Questionnaire Q1: What are the principles of setting questions in class? Teaching on the basis of the standard of the students (0)
Question should be set for the whole class (1)
Making the classactive (2)
Teaching from the easy content to thehard (3)
Developing the students creatively (4)
Others (5) ________
Q2: What are the proper occasions to set questions? When the students have a general picture of the knowledge, but not a detail one (0)
When the knowledge pointcould be spread (1)
When the knowledge could be asked repeatedly to know deeply (2)
Others (3) __________
Q3: What are the strategies to set questions?
Make a deep understanding of the textbook (0)
Setting homework for a new lesson (1)
Creating an atmosphere forthinking (2)
Making a balancebetween the level ofthe ease and difficultyof the question (3)
Stimulating students’ curiosity (4)
Others(5) ________
Classroom questioning is common to every teacher, because this is what he/she has to do in every class
by awareness or not (Horwitz, 1999). So, many people may ignore the design and research on it, and
sometimes teachers may ask students questions in the classroom casually, or they sometimes let the whole class
to answer a question collectively. In fact, it is one of the most direct reflections as a teaching aid and an
important method to check the teaching result of a teacher. But not many teachers would re-examine and
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ponder their questions made in the class, so it cannot play the role of teaching reflection, which is a great pity in
teaching activities.
Results
Responses of Research Question 1
Students. Most of the students thought that the class should be student-centered, and students must enjoy
the class just as they are doing their homework (Schommer, 2004). Teachers’ preparation is usually called as
“preparing students”, which is to study and design lesson plans (Diab, 2006). The selection of teaching
materials and courseware and the use of teaching aids, teaching methods, and teaching strategies are all
inseparable from the study of the students. Designing questions in class should set out from the psychological
characteristics of students. Using fascinating questions, the design must take into account the classroom
recipients’ (students’) characteristics of age (Kalaja & Barcelos, 2003). A greenhand teacher often puts too
much time on the textbook, but does not pay attention to the application of knowledge. The purpose for setting
questions is to develop benign interaction and apply heuristic teaching method so as to stimulate students’
interest, because emotional factors will affect the teaching effect, and language input must consider how to
improve learners’ interest as well as mobilize their enthusiasm.
The students also stated that understanding the psychological characteristics of themselves is a must in
considering the class questions. Classes should be designed with “humorous” problems, which are able to bring
laughter to the classroom. Students of different regions, different ages, different schools, and different
psychological characteristics should be taken separately and teachers could not apply the same problem to
different types of students.
Teachers. From teachers’ point of view, when setting questions, they should promote advantages and
abolish disadvantages. This is a vital principle. Because high-tech features of modern life, the channels of the
students to accept knowledge are very wide, and the popularity of the Internet leads to a rather broad
knowledge of students. Teachers’ knowledge, no matter how rich, is impossible to fully cover students’
curiosity. It is common to see the phenomenon that a teacher sometimes is unable to answer the question raised
by the students. After all, if possible, in the premise of not violating the syllabus, teachers should try to keep
their “teacher’s dignity”, and sometimes design some topics or questions which closely relate to both their
interests and students’ learning desire.
Responses of Research Question 2
Students. Questioning in class plays a different role at different stages of classroom teaching. Setting
questions before the new knowledge could pave the way for learning; heuristic learning of the new knowledge
could guide students to think actively and seize the focus of knowledge; and setting questions when making a
summary aims to check students’ state of receptivity and create a chance for teachers to make supplement.
Therefore, the appropriate time to raise questions should be chosen when the language material would be
introduced, when knowledge needs to be consolidated, and when students are a little tired.
Teachers. The teachers stated that when raising a question, the question should be firstly said to the whole
class, and then it is the time to ask a specific student to answer. Firstly, this method can make all the students to
pay attention to the question. If the teacher assigned the question to a certain student, then only the designated
student would pay attention to the question, and the rest of the students’ attention would be greatly reduced.
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Secondly, this way can make all the students to create an answer in mind in advance, because each of the
students thought that it might be asked to himself/herself. Thirdly, this method can help each student make
comments on other students’ answers. Because each student has prepared an answer, and he/she could compare
his/her answer to others’. In short, the purpose of the teacher to ask questions is to make the students think
independently and make sure that every student is involved in the enquiry.
Responses of Research Question 3
When it comes to the strategy of raising questions, the students had a linear perspective shared with the
teachers.
Firstly, both sides stated that the order of asking should not have a certain sequence. Some teachers are
raising questions in accordance with students’ seating order or in accordance with the name list. These
mechanical methods surely could provide an average distribution of the opportunity to ask questions to all
students, but also have a shortcoming because the definite order could give the students a hint that it is
someone’s turn to deal with the question. The rest of the students thus cannot pay attention to the question.
Besides, teachers’ questions should face to the whole class, rather than a few smart ones.
Secondly, the attitude of the teacher when asking questions should be calm and natural, and he/she should
show his/her belief that the student can answer. If he/she shows a serious expression, the student then cannot
think quietly, so he/she is unable to speak out the answer.
Thirdly, each question is declared for just once. Teachers should be clear when coming up with a question.
After that, they do not need to repeat the question, for frequent repeating may reduce students’ attention to the
question (Nikitina & Furuoka, 2006). But, the teacher could explain the question if the student even does not
make the meaning of the question. After the question, the teacher should leave appropriate time for the students
to think rather than ask for a hurried answer. If a student’s answer is not complete, another student could be
designated to make supplement.
Conclusions
The goal of this research was to determine the principles and strategies of setting questions in class
because learning questions are of significant importance to knowledge acquisition.
Research Question 1: Three Principles of Setting Questions
Learning requirements determine the teaching activity. Teaching should start from students’ learning
requirements. The teaching object should be set on the basis of the level of the cognition of the students, the
teaching content on the basis of the requirement of the cognition of the students, and the teaching strategy on
the basis of the law of cognition of the students. Teachers should create student-centered classes. Pair work is
an efficient way to enhance the creativity of both teaching and learning for it requires students to take part in
the class. New tasks are assigned to students continuously so that they have to separate those difficult questions
into easier component, thus, they know how to deal with questions creatively in the subsequent learning.
Facing to the whole class. Respecting every student is the basic principle to carry out teaching activities.
Every student should be encouraged to make trial and errors in studies. The more mistakes a student makes, the
more his/her characters will appear and the more he/she may learn from his/her mistakes. Thus, different
pedagogies were required to realize efficient teaching, and all these pedagogies should be adapted to different
backgrounds of the learners. Otherwise, interpersonal barriers or misunderstandings may ensue. This is also a
SETTING QUESTIONS IN CLASS BASED ON THE “WISDOM CLASS” THEORY
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major aim of teaching—to establish a correct cognition of studying of the learners and help them use what they
have learned to the maximum degree.
Developing students’ learning beliefs. In the field of teaching and researching, learners’ individual
differences have attracted more and more attention because individual differences have a great impact on the
learning results. As one of the most important individual differences, learning beliefs may affect the process
and results of learning and acquisition (Kalaja & Barcelos, 2003, p. 1). Learning beliefs belong to the category
of epistemology, which is the knowledge held by students by tuition on knowledge and learning experience
(Buehl & Alexander, 2001). It is a belief system which involves the nature of knowledge, the nature of
learning , and the nature of learning process.
Learning beliefs will affect the behavior of autonomous learning. For example, learning beliefs will affect
students’ self-analyzing and self-monitoring in the learning tasks. Besides, understanding students’ learning
beliefs and learning strategies could help them develop the self-learning ability. That is why teachers should
help develop students’ learning beliefs (Liao, 2006). Learning beliefs correlate positively with the result of a
course. Positive beliefs will promote English studying and negative ones will obstruct the study. In order to
establish a positive effect on the result of study, wise teachers should develop students’ learning beliefs.
Research Question 2: Three Occasions to Set Questions
When the old knowledge and new knowledge of the student conflict in the awareness of the student.
That is to say, a question should be set when the student has a general understanding of what he/she is going to
learn but has no comprehensive picture yet. Because when his/her curiosity is stimulated and transferred into a
strong desire to the unknown world, the teaching process could be carried out easier.
When the teacher wants to spread thought. After learning a lesson, students should try to draw
inferences about other cases from what they have learned (Li, 2005). If the teacher asked the students to create
another sentence with the syntax they have learned just now and the students respond with a right answer, they
could be truly judged as acquiring the knowledge point. So, raising questions at this time could not only be
regarded as a test by the teacher, but also a process of consolidation.
When the class is over and the teacher wants to make a conclusion. A good question may relate to the
main ideas of the knowledge point of the class, and students could have a reflection after being given questions
like that.
Research Question 3: Four Strategies of Setting Questions
Having an exhaustive understanding of the textbook. An exhaustive understanding of the textbook is a
must for teachers who would like to set efficient questions. Only when teachers have a well understanding and
personal interpreting of the textbooks could they apply the textbook creatively and flexibly and then set creative
questions accordingly (Mantle-Bromley, 1995).
Giving previous homework for students. Previous homework could stimulate students’ enthusiasm of
learning new contents and thus make a preparation for them to enter the class to make discussion. Previous
homework is not just a requirement for reviewing, but one for out-class research. Students would be provided
more chances to determine the learning points to explore. When they are learning the textbook with questions,
they are more likely to put forward their own ideas.
Creating a thinking atmosphere. Teachers should use various methods to make a good lead-in in
teaching a new lesson and try their best to keep students’ curiosity. By creating a thinking atmosphere which is
SETTING QUESTIONS IN CLASS BASED ON THE “WISDOM CLASS” THEORY
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close to certain subject, the class would be more interesting and attractive.
Making a balance between ease and difficulty. When it comes to setting learning questions for students
in class, every teacher should choose a proper aspect as well as consider the requirements of the whole class
because students vary in learning attitude, personality, and degree of learning. Hence, teachers should have
difficult questions, questions of medium difficulty, and easier questions so as to neither prevent dampening
initiative nor restrain the development of students’ intelligence.
References Altan, M. Z. (2006). Beliefs about language learning of foreign language major university students. Australian Journal of Teacher
Education, 31(2), 45-52. Bernat, E. (2004). Investigating Vietnamese ESL learners’ beliefs about language learning. EA Journal, 21(2), 40-54. Bernat, E., & Gvozdenko, I. (2005). Beliefs about language learning: Current knowledge, pedagogical implications, and new
research directions. TESL-EJ, 9(1), 1-29. Bernat, E., & Lloyd, R. (2007). Exploring the gender effect on EFL learners’ beliefs about language learning. Australian Journal
of Educational & Developmental Psychology, 7, 79-91. Buehl, M. M., & Alexander, P. A. (2001). Beliefs about academic knowledge. Educational Psychology Review, 13(4), 385-418. Diab, R. L. (2006). University students’ beliefs about learning English and French in Lebanon. System, 34(1), 80-96. Duit, R., & Confrey, J. (1996). Reorganising the curriculum and teaching to improve learning in science and mathematics. In D. F.
Treagust, R. Duit, & B. J. Fraser (Eds.), Improving teaching and learning in science and mathematics (pp. 79-93). New York and London: Teachers College Press.
Gardner, H. (1983). Frames of mind: The theory of multiple intelligences. Cambridge, M.A.: Basic Books. Horwitz, E. K. (1999). Cultural and situational influences on foreign language learners’ beliefs about language learning: A review
of BALLI studies. System, 27(4), 557-576. Kalaja, P., & Barcelos, A. M. F. (Eds.). (2003). Beliefs about SLA: New research approaches (pp. 7-33). Dordrecht, the
Netherlands: Kluwer Academic Publishers. Li, X. P. (2005). An analysis of Chinese EFL learners’ beliefs about the role of rote learning in vocabulary learning strategies.
Asian EFL Journal, 7(4), 109-110. Liao, P. (2006). EFL learners’ beliefs about and strategy use of translation in English learning. RELC Journal, 37(2), 191-215. Manen, M. V. (1991). The tact of teaching: The meaning of pedagogical thoughtfulness. New York, N.Y.: State University of
New York Press. Mantle-Bromley, C. (1995). Positive attitudes and realistic beliefs: Links to proficiency. Modern Language Journal, 79(3),
372-386. Nikitina, L., & Furuoka, F. (2006). Re-examining Horwitz’s beliefs about language learning inventory (BALLI) in the Malaysian
context. Electronic Journal of Foreign Language Teaching, 3(2), 209-219. Schommer, M. (2004). Explaining the epistemological belief system: Introducing the embedded systemic model and coordinated
research approach. Educational Psychologist, 39(1), 19-29.
US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 887-894
The Effect on Enhancing Students’ Inquiry Abilities via
Step-by-Step Open-ended Inquiry Teaching Design
Chung-Ming Yang, Jeng-Fung Hung
National Kaohsiung Normal University,
Kaohsiung City, Taiwan
Tai-Chu Huang
National Sun Yat-sen University,
Kaohsiung City, Taiwan
The purpose of this study is to promote more open-ended inquiry activities in junior high school science lessons in
the current educational system with fixed textbooks. Researchers adapted existing curriculum-based experimental
activities for more open-ended inquiry ones. In addition, the whole class was provided with more opportunities to
explore complete activities in limited teaching time. This study used Hazel’s proposals of levels of inquiry. The
method was to carry out the current 8th grade experiments through the step-by-step teaching material modification
(from levels of inquiry 0 to 2b) and to combine the experimental teaching method with the 5E (engage, explore,
explain, elaborate, and evaluate) learning cycle. After a quasi-experimental study, we compared the traditional
teaching method with the step-by-step open-ended inquiry teaching one on 8th graders’ basic and integrated science
process skills and academic achievements. The study result showed that the academic achievement in the
experimental group, based on the same instructional time, was not worse than that in the control group. No
significant difference was found on the total scores of the basic science process skills between the two groups, but a
significant difference was found on the “predicting” dimension. There was a significant difference on the total
scores of the integrated science process skills between the two groups. Significant differences were found on
“interpreting data” as well as “experiment designing” dimensions. Hence, the study indicated that it could enhance
students’ inquiry ability through step-by-step openly inquiry levels to change the existing curricula, which served as
a reference of educational reform.
Keywords: step-by-step open-ended inquiry, process skills, 5E learning cycle
Introduction
Can teachers work on inquiry teaching more easily? Since 1999, the Ministry of Education has been
engaging in new curriculum standards in Taiwan. They emphasized grades 1st-9th to develop their inquiry and
research abilities. In practice, science teachers were faced with the pressure of high school entrance
examinations and the limitation of instructional time. In addition, school teachers had difficulty working on
their inquiry teaching. In Taiwan’s junior high schools, students were used to conducting experiments, but they
did them in a “cookbook experiments” way. In fact, teachers should adapt the traditional experiment process for
a more open-ended one. According to Hurd, Bybee, Kahle, and Yager’s (1980) research, most teachers did not
Chung-Ming Yang, Ph.D. candidate, Graduate Institute of Science Education, National Kaohsiung Normal University. Jeng-Fung Hung, Ph.D., chairman, Graduate Institute of Science Education, National Kaohsiung Normal University. Tai-Chu Huang, Ph.D., professor, Center for General Education, National Sun Yat-sen University.
DAVID PUBLISHING
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teach in an open-ended way. Costenson and Lawson (1986) interviewed several experienced science teachers in
order to understand the key to the problem. They interviewed two groups of teachers who preferred either
lecture pedagogy or inquiry-based teaching methods. The reasons why those experienced teachers did not adopt
inquiry-based teaching methods were as follows: (a) time- and energy- consuming; (b) slow teaching schedule;
(c) difficult for students to read; (d) high risk of using; (e) dividing classes based on students’ academic abilities;
(f) students’ immaturity; (g) teaching habits; (h) lacking order of the textbooks; (i) not getting used to the
method; and (j) without proper laboratory equipment. Lawson (1995) proposed that the ready experimental
class to inquiry in fact should take less time and effort than the class in the lecture and “cookbook” pedagogy.
Once students were convinced that the basis of the information was formed by them, the conclusions obtained
in the classroom would form motivation and participation. During this process, adopting this teaching method
in fact might not need much supervision. According to the main goal of the Educational Policies Commission
(1961), education was to help students develop the ability to think, but if they did not have background
knowledge, they could not develop the ability to think or to apply. Therefore, within the limited time available
for teachers, they should carefully choose the knowledge that students must learn. There were two basic
elements of the knowledge: One was the potential of the development of rational thinking, and the other was
the important knowledge in school and social life (Hung, 2003). As a matter of fact, teachers tended to feel
unable to control when facing both predicaments regarding teachers’ beliefs and the uncertainties of inquiry
teaching activities. So, it was an important issue to make good use of the uncertainties and to handle them.
Metz (2004) indicated that there were five conceptual uncertainties for 4th and 5th graders when they engaged
in scientific researches: (a) uncertainty of how to produce the expected results; (b) uncertainty of the data; (c)
uncertainty of determining the data trends; (d) uncertainty of universal trend; and (e) uncertainty of theoretical
advantages trend. In Metz’s (2004) research, 71% of 4th graders and 87% of 5th graders had uncertainties on
their one or more conceptual areas. In these areas, there were 80% of 4th graders and 97% of 5th graders to
assume how to modify their research strategies to resolve uncertainties. Those analyses indicated that most
children developed a full understanding of how to have access to scientific uncertainties. From the
epistemological perspective, “knowledge problem” in this context reflected their scientific inquiry and these
children showed at least a basic understanding of the complex relationship between the natural world and
verism lacking knowledge. Therefore, inquiry activities were full of uncertainties. It was very important for
teachers to help their students deal with uncertainties. In fact, it is difficult for teachers to transform their
habitual teaching method into the inquiry teaching with uncertainties.
Therefore, the purpose of this research was to help teachers teach inquiry via step-by-step open-ended
inquiry teaching design (SSOID). We also looked forward to seeing teachers able to teach inquiry activities
easily in a more open-ended way.
Schwab (1962) suggested teaching science as a process of study and advocated teaching science by the
inquiry approach. Based on students’ autonomy in science learning, he proposed four levels of scientific
inquiry which were summarized in Table 1.
This teaching mode was arranged from easy to difficult, and the design was called “Invitations to Inquiry”
according to abilities of the inquiry with four stages (Gan & Chen, 1996):
1. A teacher proposed the research scope and prompted the methods of discussion;
2. Students organized questions, pointing out the technical difficulties in the process of inquiry;
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3. Students distinguished questions, pointing out the difficulties that should be resolved during the inquiry
process;
4. Students tried to propose a way of solving the problems.
The important points of the implementation methods were:
(a) Bringing up the needed background knowledge verbally;
(b) Inviting students to answer questions;
(c) Handling students’ responses properly and assisting students to modify their errors and to make them
reasonable;
(d) Trying to guide students to maintain their thinking in a correct way.
Each stage left blank time and teachers should induce students to explore the questions step by step and
make decisions based on the inquiry abilities and the open-ended level of students. In this pattern, teachers
should realize that “the training of pursuing knowledge” was more important than “teaching knowledge”. So,
the purpose of teaching was not to make students to look for the right answers, but rather focused on the inquiry
process of students to do by themselves; teachers needed to be careful to maintain students’ interest and
participation in the activities.
Table 1
The Level of Openness in the Teaching of Inquiry
Level Problem Equipment Procedure Answers Name
0 Given Given Given Given Confirmatory
1 Given Given Given Open Guided inquiry
2a Given Given Open Open Guided-opened inquiry
2b Given Open Open Open Guided-opened inquiry
3 Open Open Open Open Open-ended inquiry
Note. Source: Schwab, 1962; Herron, 1971.
Method
Table 2
The BSCS 5E Instructional Model Phase Summary
Engage These experiences mentally engage the students with an event or question. Engagement activities help students make connections with what they know and can do.
Explore Students work with one another to explore ideas through hands-on activities. Under the guidance of teachers, students experience a common set of experiences that help them clarify their own understanding of major concepts and skills.
Explain Students explain their understanding of the concepts and processes that they are learning. Teachers help students clarify their understanding and introduce information related to the concepts to be learned.
Elaborate These activities challenge students to apply what they have learned and extend their knowledge and skills.
Evaluate Students assess their own knowledge, skills, and abilities. Evaluation activities also allow teachers to evaluate students’ progress.
The teaching strategy on the experiment group was SSOID. In one semester, all experiments and some
activities in a science book were adapted to be an inquiry experimental manual. There were 21 experiments in
this experimental manual. The SSOITD was to open from level 0 to level 2b. We open the level of experiments
step by step. For example, experiment 1-1 is level 1, experiment 1-2 is level 2a, experiment 1-3 is level 2b, and
so on. The open level is determined by the teacher according to the content of instruction. Teachers could revise
STEP-BY-STEP OPEN-ENDED INQUIRY TEACHING DESIGN
890
experiments of the textbooks into more open-ended inquiry experiments. The second theoretical basis for the
teaching design activities was the instructional model. Since 1980, the Biological Sciences Curricula Study
(BSCS) developed the 5E (engage, explore, explain, elaborate, and evaluate) instructional model. The summary
of the five phases is presented in Table 2. In the inquiry activities, the tasks could guide the teachers how to
conduct and instruct students what to do. The five phases could make the teaching process smooth.
Object
Forty-two students in the experimental group were taught by the researcher Chung-Ming Yang. The
researcher was their tutor and science teacher. The control group included 39 students, whose relationship in
the class was very good. They were honorable and often got high performance in school. Students of the control
group had positive learning motivation, and they often discussed homework after class. Their science teacher
managed the class strictly, all the students listened carefully and the teacher and students interacted very well.
The teacher often sacrificed his time to help students solve problems. Because the teacher believed that the
learning quality was very important, so he always taught lesson clearly and explained carefully, led students to
experiment regularly and obey the recipes textbooks’ steps. The control group could get high scores in science
subject.
Research Questions
1. Is SSOID suitable for existing curricula?
2. What is the effect on 8th grades of SSOID?
3. What causes the effect?
Research Tools
The scales we used in this study included Basic Science Process Skills Scale, Integrated Science Process
Skills Scale, and Learning Achievement Tests.
Science process skills scales. The scales were developed by the Lin and Chen (1984), including seven
basic science process skills abilities (observation, measurement, classification, comparison, prediction,
reasoning, and variables understanding) and five integrated science process skills abilities (variables controlling,
operational definition, chart using, hypotheses establishment, and experiments designing). There were 48
questions in these scales and each process skill included four questions. The former 28 questions were basic
science process skills, and the latter 20 questions belonged to integrated abilities. The scales were suitable for
7th-9th graders. So, we used them directly. The validity and reliability of the scales are discussed below.
Validity. In 1984, Lin and Chen original test’s criterion-related validity on full tests was 0.76, on the basic
science process skills was 0.71, and on the integrated science process skills was 0.65. Each validity of our study
are 0.64, 0.68, and 0.58.
Reliability. The reliability of the science process skills scales is shown in Table 3.
Learning achievement tests. When the 8th grade semester began, schools held review examinations
with the range of all the 7th grade science lessons. We used the review examination as the achievement
pre-test. After one semester ended, schools held another review examination with 8th grade science lessons
from Chapter 1 to Chapter 6. We used the latter one as the post-test which matched our teaching and study
time.
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Table 3
The Reliability of Science Process Skills Scales
Scope
Lin and Chen (1984) This study
Retest reliability Kuder-Richardson reliability
Pre-test Post-test Country 7th 8th
Full test 0.92 0.85 0.71 0.81 0.69 0.76
Basic skills 0.89 0.77 0.62 0.75 0.65 0.63
Integrated skills 0.73 0.71 0.52 0.66 0.47 0.67
The Design and Implementation of SSOID
The research was a quantitative and qualitative design. In the face of quantitative research design, it was
based on quasi-experimental research design, and major research-related variables were as follows:
1. The experimental treatments:
(a) The experimental group implements SSOID teaching;
(b) The control group implements traditional teaching.
2. Control variables: teaching scope (Book 3, from Chapter 1 to Chapter 6), 20 weeks, learning
atmosphere, and so on.
3. Research treatments:
(a) Analysis of covariance (ANCOVA): Basic Science Process Skills Scale and Integrated Science Process
Skills Scale;
(b) T-test: learning achievement test.
4. Quantitative research codes: All the audio, video, and other raw data were transcribed into text and data
were encoded (see Table 4). The data were analyzed according to research purposes. Finally, the description
and interpretation of the data were triangulated, related literatures were reviewed, and a conclusion was made.
Table 4
Codes of Data Source
Data source Code
Class record CR
Learning sheet LS
Students’ experience sharing SF
Teaching diary TD
Experiment report ER
Students’ interview SI
Results
Basic Science Process Skills
Table 5 was the summary of the Basic Science Process Skills Scale by the ANCOVA way. Before
experiment, the F value of the “total score”, “observation”, “measurement”, “classification”, “comparison”,
“reasoning”, and “variables understanding” of the experimental group and the control group is not significant
(p > 0.05), so the two groups are homogenous. After the research treatment, the “total score”, “observation”,
“measurement”, “classification”, “comparison”, “reasoning”, and “variables understanding” on the two groups
of the basic science process skills had no significant difference. But they had significant differences in the
“prediction” dimension.
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Table 5
The Adjustment Mean Scores and Significance on Basic Science Process Skills Between the Two Groups
Source Df MS F Sig.
Basic skills total score Group 1 0.338
0.379 0.540 Error 78 0.893
Observation Group 1 2.411 E-03
0.003 0.955 Error 77 0.752
Measurement Group 1 1.068 E-02
0.014 0.905 Error 78 0.743
Classification Group 1 5.097 E-02
0.099 0.754 Error 78 0.517
Comparison Group 1 0.406
0.506 0.479 Error 78 0.803
Prediction Group 1 3.830
6.984 0.010** Error 78 0.548
Reasoning Group 1 0.732
1.048 0.309 Error 78 0.698
Variables understanding Group 1 4.036
3.374 0.070 Error 78 1.196
Integrated Science Process Skills
Table 6 was the summary of the Integrated Science Process Skills Scale by the ANCOVA way. Before
experiment, the F value of the “total score”, “variables controlling”, “operational definition”, “chart using”,
“hypotheses establishment”, and “experiment designing” are not significant (p > 0.05), so the two groups were
homogenous. After the research treatment, “variables controlling”, “chart using”, and “hypotheses
establishment” on two groups of the integrated science process skills had no significant difference. But they
had significant differences on “total score”, “operational definition”, and “experiment designing” dimensions.
Table 6
The Adjustment Mean Scores and Significance on Integrated Science Process Skills Between the Two Groups
Source Df MS F Sig.
Integrated skills total score Group 1 108.200
11.362 0.001** Error 78 9.523
Variables controlling Group 1 4.223
3.294 0.073 Error 78 1.282
Operational definition Group 1 7.279
7.594 0.007** Error 78 0.959
Chart using Group 1 0.388
0.452 0.503 Error 78 0.859
Hypotheses establishment Group 1 4.442
3.725 0.057 Error 78 1.193
Experiments designing Group 1 8.590
7.736 0.007** Error 78 1.110
Achievement Tests
Table 7 showed that there was a significant difference (p < 0.05) between the experimental group and the
control group in science achievement test.
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Table 7
The Independent T-test on Achievement Between the Two Groups
Group N Average Sig. Standard error t Df Sig. (2-tailed)
The experimental group 42 59.60 11.549 1.782 2.907 79 0.005*
The control group 39 50.97 10.622 1.701
Findings of Qualitative Analysis
The reasons why SSOITD enhanced students’ science learning were as follows:
1. Open-ended inquiry experimental activities offered students more negotiable opportunities to
communicate, converse, and enhance their thinking; meanwhile, it helped assimilate the construction of
knowledge;
2. With integrating constructivism theory into experimental teaching, students could construct their way of
thinking through group discussion from a different perspective in order to promote a more complete knowledge
construction;
3. Problem-solving orientation could provide learners a better opportunity to use meta-cognition;
4. It needed evaluation and motivation of self-recognition to solve problems. Open-ended inquiry
experiments provided more opportunities, which enabled learners to apply process skills via mega-cognition in
order to solve problems.
Conclusions and Implications
1. Embedded inquiry experiments in science teaching do not affect the progress of teaching. In inquiry
experiments, group discussions, presentations, and sharing take most of the instructional time. However, group
communication can not only construct correct knowledge, but also deepen students’ new science knowledge.
The teacher plays a vital role as a provider and instructor. Adapting all experiments in one semester in teaching
may enable teachers to have more flexible time to adjust their teaching procedures and process;
2. Step-by-step arrangement makes students used to the procedure of experiments and reduces the
frustration of writing experimental paper. Modeling arrangement makes experimental procedure smooth and
easy to the teacher. Experimental manuals or experimental reports should be well-organized; they cannot be
seen as the homework or appendage of the textbook just for students to copy the answer.
References Bryan, L. A., Daly, S., Hutchinson, K., Sederberg, D., Benaissa, F., & Giordano, N. (2007). A design-based approach to the
professional development of teachers in nanoscale science. Retrieved from Highly Interactive Classrooms Presentation Database: http://hi-ce.org/presentations/index.html
Chang, R. P. H. (2008). Vision for global nanoscale science and engineering education. Retrieved from http://www.nclt.us/gnseews2008/presentation.shtml
Costenson, K., & Lawson, A. E. (1986). Why isn’t inquiry used in more classrooms? The American Biology Teacher, 48(3), 150-158.
Educational Policies Commission. (1961). The central purpose of American education. Washington, D.C.: Educational Policies Commission.
Gan, H. G., & Chen, W. D. (1996). The evolution analysis of elementary school natural science curriculum materials. Science Education Research and Development, 13, 26-32.
Greenburg, A. (2009). Integrating nanoscience into the classsroom: Perspectives on nanoscience education projects. American Chemical Society Nano, 3(4), 762-769.
Herron, M. D. (1971). The nature of scientific enquiry. School Review, 79(2), 171- 212.
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Hidi, S. (2001). Interest, reading, and learning: Theoretical and practical considerations. Educational Psychology Review, 13, 191-209.
Hung, C. F. (2003). The historical review of inquiry teaching and preliminary exploration of creative inquiry model. National Kaohsiung Normal University Journal, 15, 641-662.
Hurd, P. B., Bybee, R. W., Kahle, J. B., & Yager, R. E. (1980). Biology education in secondary schools of the United States. American Biology Teacher, 42, 388-410.
Krajcik, J. S. (2008). Learning research in nanoscience. Retrieved from http://www.nclt.us/gnseews2008/presentation.shtml Lawson, A. E. (1995). Science teaching and the development of thinking. Belmont, C.A.: Wadsworth Publishing Company. Lin, B. S., & Chen, Q. S. (1984). The study of junior high school students’ scientific process skills (Unpublished Master’s thesis,
Graduate Institute of Science Education, National Kaohsiung Normal University). Linnenbrink-Garcia, L., Durik, A. M., Conley, A. M., Barron, K. E., Tauer, J. M., Karabenick, S. A., & Harackiewicz, J. M.
(2010). Measuring situational interest in academic domains. Educational and Psychological Measurement, 70(4), 647-671. Metz, K. E. (2004). Children’s understanding of scientific inquiry: Their conceptualization of uncertainty in investigations of their
own design. Cognition and Instruction, 2(22), 219-291. Schwab, J. (1962). The teaching of science as enquiry. In J. J. Schwab, & P. F. Bradwein (Eds.), The teaching of science (pp.
1-103). Cambridge, M.A.: Harvard University Press.
US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 895-898
Research on Action Learning of Teachers in Higher
Vocational Colleges
Ming-jiang Song
Southwest University; Chongqing Youth Vocational
& Technical College, Chongqing, China
Jian-zhuang Shi
Chongqing Youth Vocational & Technical College,
Chongqing, China
Action learning refers to that man try everything to find out the new pattern of action in similar situations of the
future by introspection and comprehension about past and present experience (affairs) in order to achieve a certain
purpose or solve a certain problem. Compared with the traditional vocational teachers’ training model, the action
learning model based on “experience-introspection-action” is better to promote and enhance the practical
knowledge growth and personal theory construction of vocational teachers. Action learning can simultaneously
promote mutual development of individuals and learning groups (organizations).
Keywords: action learning, vocational teachers, problem-solving
What Is Action Learning
In daily life, people always refer to action, but very few people go deeply into its concrete meaning.
Obviously, it is quite important and necessary to conduct an in-depth exploration of what is action and to
specify its values. To clarify what is action learning, what is action should be known first. In Chinese context,
action usually refers to an activity that is taken to achieve a certain intention (Xinhua Dictionary, 1985, p. 943).
Thus, action has two meanings: 1. Action is a kind of conscious and purposeful activity; and 2. Action has
initiative and proactive characteristics.
In the West, many scholars respectively put forward various understandings about action. Aristotle
thought that man is a rational animal. Compared with animal, what activities that people are engaged in are
purposefully and consciously rational actions. Weber defined action as interactive action or social action (Jia,
2005). This evidently comes down in one continuous line with the theory of communicative action which he
has consistently advocated. Habermas (1989) defined action as purposefully rational behavior. He believed that
action is the behavior activity conducted by objective guidance and rational choice. Parsons (1980) considered
that all action is behavior, but behavior may not be action, because behavior needs to have certain conditions to
become action (Chi, 1980). Both individual action and social action are conscious, purposeful, and systematical
(Chi, 1980). Ahrendt especially emphasized the subjectivity of action and its effect on self and others. She
* This is one of research production of the project “The Study of Development of Higher Vocational Colleges” (No. 2013YBMK152), supported by Planned Program of Social Science Foundation of Chongqing Municipality, as well as one of research production of the project “Chongqing Urban Integration of Vocational Education Reform and Mechanism Innovation Research” (No. 133267), supported by Chongqing Higher Education Reform Project.
Ming-jiang Song, Ph.D. candidate, Faculty of Education, Southwest University; associate professor, Research Department, Chongqing Youth Vocational & Technical College.
Jian-zhuang Shi, M.Ed., assistant researcher, Research Department, Chongqing Youth Vocational & Technical College.
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believed that “Action, the only activity that goes on directly between men without the intermediary of things
and matters” (as cited in Wang, 2006, p. 59). She also thought that man of action can reveal themselves; or
more specifically, in fact, to reveal self in the intercourse with others is an activity and a conversational action
with others and for others (Yang, 2009). Ahrendt revealed the essential properties of human action. That is to
say, action not only reveals self, but also has an influence on others. Accordingly, we think that action is a
rational activity which man conduct for achieving a certain purpose. This kind of activity is an active and
initiative self-revelation and has an active effect on others.
Learning is man’s basic way of surviving and living. It is very difficult to imagine how man will be
without learning. Generally speaking, learning is always conducted in a particular situation. With increasing
experience and changes, it aims at solving problems on the basis of introspection. We have related concepts of
action and learning, and how can we define action learning? The British scholar Reg Revans believed that the
theoretical hypothesis of traditional education is that any question has a right answer (Revans, 1971). Directed
learning can help people improve abilities to find out right answers. The theoretical hypothesis of action
learning is that there are no action courses can directly and effectively help people solve problems. There exists
differentiation in any one of the managers’ personalities, experiences, beliefs, and ways of thinking. This will
have an influence on the tendency of thinking and problem determination as well as ways to solve problems.
Therefore, the ability to raise an insightful question in the uncertain situation is a more useful learning method.
Professor Mike Pedler thought that action learning is helpful for self-development and organization
development, and action activities derived from the problems can both help to solve problems and change
people who are solving problems (Pedler, 1991). It is worth noting that action learning emphasizes people’s
urgent needs to solve real problems in the real situation; meanwhile, action learning is more dependent on the
model of learning partnership on the basis of introspection of individual experience.
McNulty and Canty (1985) thought that action learning is a process of learning to act by taking actions. To
some extent, without action, there is no learning; and without learning, there is no right action. Generally
speaking, action learning includes three elements: problems needed to be solved, learning tasks, and action
learning groups. Accordingly, action learning can be understood as in order to achieve a certain purpose or
solve a certain problem, man try everything to find out the new pattern of action in similar situations of the
future by introspection and comprehension about past and present experience (affairs). Action learning can
simultaneously promote mutual development of individuals and learning groups (organizations).
The Value of Action Learning to Teachers in Higher Vocational Colleges
Objectively speaking, no one can deny the value of action learning in enhancing individual and
organizational development since action learning has been proposed. But what is the value of action learning?
Different individuals and organizations have different answers, so it is hard to state the specific value of action
learning for individuals and organizations. Thus, when discussing the value of action learning with various
individuals or organizations, people cannot obtain consistent results. Besides, we also do not expect to have the
same effect when discussing the value of the action learning with different individuals or organizations.
This point should be clarified for teachers in higher vocational colleges. Action learning is derived from
the training of enterprise management personnel, while it is relatively less applied in the education field. In
training, it is mainly applied in that trainers and trainees are trained and practicing for some key issues to which
they pay close attention in practice, and that they learn and study in practice until they finally solve problems.
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For higher vocational colleges in China, vocational training of the vast majority of teachers starts from
imparting knowledge. This kind of training mainly emphasizes that teachers obtain teaching knowledge and
skills. The basic hypothesis is that teaching knowledge and skills obtained by teachers can improve teaching
practice and teaching quality and highlight the public knowledge instead of teachers’ practical knowledge.
There is little or less attention to professional development of teachers. Teachers are in the passive position of
teaching training. Obviously, the traditional training paradigm is not conducive to the professional development
of teachers. Therefore, it is imperative to innovate learning methods of teachers in higher vocational colleges.
Action learning is a good choice. First of all, action learning emphasizes learning initiative and
introspection based on experience. It is conducive to the improvement of passive learning methods in the
training pattern for teachers in higher vocational colleges. Introspection, based on experience, largely fits with
practicalness and operability of higher vocational education. Secondly, action learning, as an adult learning
method, is in line with features of working and cognition of teachers in higher vocational colleges. It can
promote the development of practical knowledge of teachers in higher vocational colleges and the construction
of personalized theory. Meanwhile, partner learning helps to improve introspection and cooperation awareness
of teachers in higher vocational colleges, and further promotes their professional development and mutual
development.
Certainly, not everyone approves these positive effects of action learning. However, how many people can
make right value judgment after putting it into practice? We believe that only in a real situation can people face
real problems, take actions, and realize the essence.
How to Conduct Action Learning for Teachers in Higher Vocational Colleges
As we know, a perfect theory is not equal to a perfect reality. From the ideal point of view, numerous
schemes about how teachers in higher vocational colleges conduct action learning can be designed. However,
here we do not intend to make detailed strategies about how they conduct action learning, because we cannot
accurately predict many uncertain factors, such as real teaching situation and teaching psychology. However, it
means that we have no advice on this issue.
It is not difficult to understand that the most effective way for teachers in higher vocational colleges to
conduct action learning is experience introspection, rational action, and team learning. On the basis of
experience introspection, teachers in higher vocational colleges can learn how to solve real problems by
rational action and team learning. Furthermore, they promote the growth of practical knowledge and the
construction of personalized theory, and then have the professional development. Teachers’ professional
development is a lifelong process, so action learning also needs a continuously cyclic process.
At the same time, learning is a very complicated system. In the era of post-figurative culture, knowledge
production, technological innovation, and information dissemination are far more booming and unpredictable
than any previous era. Consequently, the rate of frequency and the difficulty of real problems which teachers in
higher vocational colleges encounter are greatly increased. This even more needs team knowledge and team
wisdom. The emerging of numerous modern wise ideas is the best example.
As mentioned before, action learning is a kind of adult learning. The hypothesis of adult learning is based
on solving problems. That is to say, the logical starting point in professional development of teachers in higher
vocational colleges is usually not modeled knowledge system, but complex and changeable real problems. The
goals are to solve problems. At present, the great challenges that teachers in higher vocational colleges are
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facing are the complexity of internal and external changes in higher vocational education tends to trigger a
serious of adaptive problems of upgrades, such as the industrial organization of regional adjustment,
employment impact of market orientation, revolution of global information technology, etc.. It is difficult for
teachers in higher vocational colleges to find out the right approach to solve the problems if they lack the
consciousness of professional development, the desire of active learning, and the ability of profound
introspection, and if they do not learn from others’ experience or ask experts’ advice.
Obviously, action learning which is centered on problems is just the starting point for the development of
teachers in higher vocational colleges. There are various interests in different professions, so the same problem
encountered is bound to have a different understanding. Even if the same person faces the same problem,
he/she will have a totally different understanding because of different locations and time. Therefore, in team
learning, it is very important to have a personal independence for every teacher in higher vocational colleges.
Only teachers remain independent consciousness and take active participation, action will be conducted,
introspection will be in effect, and learning will be started.
Conclusion
In summary, we believe that combining with working and professional features of teachers in higher
vocational colleges, it is a feasible choice to have a project based on real problems as the core and a team of
task-oriented action learning. Here, “experience-introspection-action” are interrelated basic elements to achieve
individual development of teachers in higher vocational colleges and mutual development of learning teams. A
nonlinear cyclic process exists between these elements. Through deep introspection on the past and present
experience, teachers in higher vocational colleges have the specific grasp of real problems, take actions in
specific projects and tasks, and finally solve problems.
References Chi, Q. C. (1980). Parsons and social action theory. Social Sciences Abroad, 10, 61-63. Habermas, J. (1989). Communication and the evolution of society. Chongqing: Chongqing Press. Jia, C. Z. (2005). The foreign history of sociology. Beijing: China Renmin University Press. McNulty, N., & Canty, G. R. (1995). Proof of the pudding. Journal of Management Development, 1, 53-66. Pedler, M. (1991). Action learning in practice. Aldershot, U.K.: Gower Publishing Ltd.. Revans, R. W. (1971). Developing effective managers. New York, N.Y.: Praeger. Wang, Y. L. (2006). Between philosophy and politics: Hannah Arendit’s political philosophy research (Ph.D. dissertation, Fudan
University, Shanghai). Xinhua Dictionary. (1985). Beijing: The Commercial Press. Yang, E. (2009). Why Brewer Arendt is important? Nanjing: Yilin Press.
US-China Education Review A, ISSN 2161-623X December 2014, Vol. 4, No. 12, 899-902
Pragmatic Analysis on Conflict Talk
Ma Yan-hong
Qufu Normal University, Qufu, China
Conflict talk, as a common social and cultural phenomenon, is an important subject of discourse analysis. This
paper discusses the different definitions of conflict talk, summarizes researches of scholars at home and abroad, and
analyzes the pragmatic functions of conflict talk with examples, intended to see its diversity of terminology and
research perspectives. Finally, the paper explores pragmatic analysis of conflict talk in the future study.
Keywords: conflict talk, pragmatic analysis, definition, diversity
Introduction
For a long time, cooperative and polite conversational behavior in speech communication is the focus of
pragmatics, while little attention is paid to the noncooperation—the impoliteness, in the conflict speech acts.
Conflict and ease, which are ubiquitous in interpersonal relationships, are not only the two common states of
interpersonal communication, but also a game of illocutionary force in different speech acts, word choices, and
contexts (Ran, 2010).
Research on conflict talk, as a cross research, which involves cognitive linguistics, sociology, pragmatics,
and other disciplines, is based on the integration of information resources in every subject. Research on conflict
talk faces the reality, attempting to guide the verbal communication in people’s interpersonal relationships, so
as to build a harmonious interpersonal relationship and form a benign interpersonal interaction.
Related Research
In 1962, Z. S. Harris, an American structural linguist, was the first to use the term “discourse analysis”.
Since then, many scholars, from many disciplines, such as sociolinguistics, pragmatics, and psycholinguistics,
conduct research on linguistic analysis, and discourse analysis has also become a booming cross-discipline. As
the research on discourse analysis explored by many scholars and researchers at home and abroad deepens,
discourse analysis of conflict has become one of the focuses of these studies.
Firstly, definitions of the term are varied in different angles. Various scholars, at home and abroad, present
different definitions of conflict talk from different angles. Some representatives are as follows: Grmishaw
(1990) defined it as “conflict talk” (as cited in Ran, 2010); Krainer (1988) referred to it as “verbal discord”;
Schiffrin (1985) gave it the definition of “oppositional argument” (as cited in Ran, 2010); and so on.
In domestic research, different definitions were also found, such as “conflict talk”, “confrontational
discourse”, and “opposing discourse”. Diversity of the term definition can not only show varying degrees of
This paper is the stage research of “Pragmatic Study of Conflict Talk in English and Chinese Discourse” (No. XSK201318) of the Qufu Normal University Philosophy and Social Science Program.
Ma Yan-hong, M.A., lecturer, Department of Foreign Language Teaching, Qufu Normal University.
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conflict and differences of scopes, but also illustrate that conflict sometimes becomes sharp, and it sometimes
manifests the quality of ease only to show the speaker and hearer’s different opinions.
Literature review shows that specific research on conflict talk by scholars and researchers, at home and
abroad, are vey limited, because many studies, as unilateral isolated analysis, are more scattered in
socio-linguistics and some linguistic studies (Grimshwa, 1990). These different terminologies reflect the
specific usages of conflict talk, that is to say, they have different concerns and emphases in different
contexts.
Diversity of the same phenomenon reflects the variety of conflict context, and the corresponding impact
and change happen with the changes of different contexts. Therefore, it can be easily seen that there is a wide
range of disputes about definitions of conflict talk and its scope, and thus systematical research on conflict talk
is particularly important, which hopes to provide a sufficient basis and foundation for pragmatic study of
conflict talk. All in all, conflict talk is some kind of confrontation or dispute in choice of words arising out of
the speaker and the hearer’s disagreement. This is a dynamic process with mutual cooperation between the two
sides of speech act. This is consistent with bi-directional characteristics of the conflict talk.
Secondly, a comparison is made between the spaces of research on conflict talk at home and abroad.
Foreign conflict talk research achievements are embodied in the proceedings entitled “Conflict Talk:
Sociolinguistic Investigations of Arguments in Conversations” by Grimshwa (1990), which included 12
published papers by the conflict talk researchers from around the world. The research initially focused on the
structural feature of language in different speech events (argument, debating, contradiction, etc); later,
researchers gradually began to focus on linguistic strategies with which conflict can be induced or avoided. In
general, some scholars argue about the structure and composition of conflict talk, while some others are
interested in language and social interaction features of conflict talk. This shows that the conflict talk studies
abroad have been very intense.
Compared with foreign research status, analyses on conflict talk started late in China. Zhao (2004)
revealed the construction of conflict and deepened the conflict talk analysis by observing, describing, and
explaining the conflict talk with the help of structural analysis. Pragmatic study of conflict talk in China mainly
involves the theory of linguistic adaptation put forward by Verschueren (2000). Jia’s (2007) study, on the
discourse analysis of the causes of conflict, suggested that conflict talk, as the choice of a dynamic language, is
the result of ignoring the contextual factors. The study also discussed the role of conflict talk generated. The
shortage of the research is that the contextual factors of conflict talk are widely scoped, so it is no easy to
effectively reveal the dynamic causes of conflict talk. These above studies laid foundations for further studies
on conflict talk, but the pragmatic principles and interpersonal constraints about the initiation, sharp, and end of
conflict talk have not been involved yet. At the same time, although some studies involve pragmatics analysis
of conflict talk, but they only analyze simply according to Western principles of politeness and cooperation,
which is lack of specific pragmatic principle in Chinese context. These achievements are not in competition
with the research by scholars abroad either in breadth or depth.
Pragmatic Function of Conflict Talk
A speaker and a hearer do not just use conflict talk for quarrels, but to achieve a particular communication
purpose, which illustrates that there are pragmatic principles of the use of conflict talk, and its function is
subject to the specific influence of pragmatic constraints and interpersonal communication.
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Outlet for Negative Feelings
Devito (2007) pointed that “Both sides are prone to generate negative emotions such as anger, resentment,
dissatisfaction, disappointment in interpersonal conflicts”. In this case, one communicator will vent his/her
frustration or anger through conflict talk, thereby reducing the accumulation of these emotions in the heart and
the chance to produce more conflict, which in a way is conducive to the long-term relationship between the
parties. The function of rhetorical questions, without doubt, is to increase the semantic meaning or express
censure (Wang, 1985). Denial, blame, criticism, complaints, protests, and other negative aspects in rhetorical
questions play an important role in the context of the conflict. Taking the following example as an instance,
Haiping (a television character in Dwelling Narrowness) vented her negative emotions to her husband by using
a combination of rhetorical questions and direct contradiction:
(Haiping and Su Chun did some shopping in the supermarket, Su Chun lost a coin for the bag depositing. Haiping quarreled with Su Chun because of the lost dollar).
Haiping: You go to get the money back. Do not come back if you cannot find it! Su Chun: Is not that one dollar? It has been lost, and you cannot make me go to hell? Haiping: You get it back! Su Chun: Why are you always nagging? Nagging all the time on the way. Now, I am warning you, you have really
got to stop this now! Haiping: Take a good look at yourself, without capabilities what did you contribute to this family? Why did you get
married? How dare you quarrel with me as you really could not support your wife and kids! I was thinking, how could I marry someone like you!
Haiping used two rhetorical questions to refute her husband. Through conflict talk, Haiping expressed her
strong dissatisfaction, complained about her husband, and made him more aware of her feelings, in order to
vent her negative emotions.
Maintenance of Identity
Identity and face are closely interlinked and inseparable. Spencer-Oatey (2007) pointed out that a close
relationship between identity and face is found from the perspective of identity theory. It has been seen that
because identity and face closely intertwine, maintaining identity in communication is to keep and lift one’s
face. At the same time, saving face is the process of maintaining identity. One party in conflict turns to conflict
talk to question, criticize the other, and damage the other party’s image, so as to safeguard his/her own positive
identity.
(Haiping lost her newly-bought bike and very distressed. After returning home, she found that Su Chun was smoking, so she was furious, and conflict happened.)
Haiping: You quickly quit smoking! Su Chun: What hobbies do I have in addition to smoking? Haiping: Why did not you like earning money? Why did not you like doing business? Why cannot you promote to be
rich? After graduation till now, you even have not been a section chief. I have not been promoted, because I have to bear children. What have you done?
Haiping was very angry because her bike was stolen, so her accumulated anger exploded towards
her husband. She adopted negative evaluation language and showed that she was different from her husband
with having children as an excuse for her failure of promotion to maintain and enhance her own image and
face.
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Future Pragmatic Study
Firstly, further studies are to be explored about some specific factors, such as age, power, gender, etc., that
play different roles in conflict talk in different contexts. English and Chinese conflict talk have different
contexts, and the comparison is going to be made to better understand the social pragmatic mechanism in
Chinese context.
Secondly, conflict talk is commonly associated with impoliteness. Courtesy is the care of others’ face. In
communication, a speaker uses politeness to maintain and enhance the social relations between the two sides.
However, the principle of cooperation and politeness are based on the Western philosophy by Western
philosophers. Further research is needed to explore whether these principles fit traditional Chinese culture and
Chinese structure. There is still a wide range of exploration of the differences of pragmatic variety, initiation,
end of conflict talk between Chinese and English conflict talk.
Finally, previous studies concerning language power are mostly concentrated on the party who is in the
dominant position in communication, and especially focused on what kind of strategies or methods one used in
order to maintain his/her dominant position. Therefore, comprehensive and in-depth analysis in the subsequent
research about the various strategies used by both parties can better guide people to use strategies or positive
means to achieve better communication effect, maintain harmonious interpersonal relationships, and expand the
depth of pragmatics study of conflict talk.
Conclusion
In summary, the triggering, upgrading, and ending of conflict talk in different stages reflect the systematic
characteristics in specific context. Specific research under the theory of pragmatics is needed to find the
different context mechanism and systematic characteristics in various stages. At the same time, research on
conflict study can guide people in real-life communication and eliminate unnecessary conflict to achieve better
communication results.
References Devito, J. A. (2007). The interpersonal communication book (10th ed.). Beijing: Peking University Press. Grimshaw, A. D. (1990). Conflict talk: Sociolinguistic investigations of arguments in conversations. Cambridge, U.K.: Cambridge
University Press. Harris , Z. S. (1952). Discourse analysis. Language, 28, 1-30. Jia, J. T. (2007). A pragmatic study on conflict talk—An adaptation approach (Master’s thesis, Shanxi University). Krainer, E. (1988). Challenges in a psychotherapy group. Proceedings of The Fourteenth Annual Meeting of the Berkeley
Linguistic Society. Berkeley, C.A.: Berkeley Linguistics Society. Ran, Y. P. (2010). Overview of pragmatic studies about conflict talk. Foreign Language Education, 1, 1-6. Schiffrin, D. (1985). Everyday argument: The organization of diversity in talk. In T. A. Van Dijk (Ed.), Handbook of discourse
analysis (pp. 35-46, Vol.3: Discourse and Dialogue). London, U.K.: Academic Press. Spencer-Oatey,H. (2007). Theories of identity and the analysis of face. Journal of Pragmatics, 4, 639-656. Verschueren, J. (2000). Understanding pragmatics. Beijing: Beijing Foreign Language Teaching and Research Press. Wang, L. (1985). Modern grammar of Chinese. Beijing: The Commercial Press. Zhao, Y. L. (2004). Conflict talk analysis. Foreign Language Research, 5, 37-42.