Research Publications - Chance and Data

Recent Research Journal Publications
 

Watson, J.M. (in press). The development of statistical understanding at the elementary school level. Mediterranean Journal of Mathematics Education.

The massive increase in information and data available in the 21st century is putting increasing pressure on school curricula around the world to prepare students to meet the demands of using the information and data for the good of society. Finding the place in an already crowded curriculum for the technological and statistical literacy skills is not easy. The needs are present across the curriculum but thus far statistical thinking has usually been placed within the mathematics curriculum under such headings as “data and chance” or “data handling.” Various suggestions have been made concerning what content should be introduced at different year levels. This paper does not make specific suggestions for students at different years of school or ages because of differences across countries but presents a developmental picture of statistical understanding from early childhood across the elementary into the middle school years. Knowing where a child currently is in the developmental sequences can indicate what activities can assist movement to higher levels of understanding. It is hoped that greater appreciation of the potential for developing statistical understanding will influence curriculum developers to find a place, integrated across the traditional disciplines, to build the foundations required for critical statistical literacy in the adult world.

Watson, J.M., & Kelly, B.A. (2007). Sample, random, and variation: The vocabulary of statistical literacy. International Journal of Science and Mathematics Education. [Electronic Version]

This paper considers the development of school students’ ability to define three terms that are fundamental to statistical literacy: sample, random, and variation. A total of 738 students in grades 3, 5, 7, and 9 were asked in a survey to define and give an example for the word sample. Of these, 379 students in grades 7 and 9 were also asked about the words random and variation. Responses were used to describe developmental levels overall and to document differences across grades on the understanding of these terms. Changes in performance were also monitored after lessons on chance and data emphasizing variation for 335 students. After two years, 132 of these students and a further 209 students who were surveyed originally but did not take part in specialized lessons, were surveyed again. The difference after two-years between the performance of students who experienced the specialized lessons and those who did not was considered, revealing no differences in performance longitudinally. For students in grades 7 and 9 the association of performance on the three terms was explored. Implications for mathematics and literacy educators are discussed.

Watson, J.M. (2007). Inference as prediction. Australian Mathematics Teacher, 63(1), 6-11.

Inference, or decision making, is seen in curriculum documents as the final step in a statistical investigation (Australian Education Council, 1991). For a formal statistical enquiry this may be associated with sophisticated tests involving probability distributions. For young students without the mathematical background to perform such tests, it is still possible to draw informal inferences based on data of various sorts, for example by comparing two graphical representations (e.g., Watson & Moritz, 1999). In doing so it is important to be able to state the assumptions that are the foundation for the decision made (Whitin, 2006). This article considers a straightforward context where students are asked to make predictions. These predictions are informal inferences that can be based on aspects of the scenario, the students’ appreciation of the context, and their cognisance of the data presented.
 

Watson, J.M. (2007). The role of cognitive conflict in developing students’ understanding of average. Educational Studies in Mathematics, 65, 21-47.

Two strands of research motivate this study. One is the interest in school students’ development of understanding of the concept of average, historically part of the mathematics curriculum and prominent in the statistics curriculum introduced in the early 1990s. The other is the belief of some educators that students learn meaningfully when presented with cognitive conflict that challenges incorrect or incomplete understandings. This study presented 58 students in Grades 3, 6, and 9 with a series of questions about the concept of average. After initial levels of response were observed, students were presented with alternative responses on video from other school students and asked to choose which best resolved the task at hand. Initial responses confirmed the levels of understanding in an earlier study based on the same questions. Responses after the presentation of cognitive conflict were either at the same level as before or higher, with no student finally agreeing with a lower level response. The results are compared with longitudinal change in relation to average and change resulting from cognitive conflict in relation to other areas of chance and data. Implications of the research are considered.

Watson, J.M., & Kelly, B.A. (2007). Assessment of students’ understanding of variation. Teaching Statistics, 29(3), 80-88.  

Several tasks used in research studies are presented with assessment rubrics and examples of the development of student understanding. The tasks focus on students’ appreciation of variation in several contexts and illustrate the need to discuss variation in the classroom and to ask students specifically about it during assessment. [This paper won the C. Oswald Prize of the Royal Statistical Society in the UK for the best paper of the year in the journal Teaching Statistics.]


Watson, J.M., & Kelly, B.A. (2007). Development of student understanding of outcomes involving two or more dice. International Journal of Science and Mathematics Education. [Electronic version]

Data from 154 interviews with students in Grades 3 to 13 are analyzed to suggest a developmental progression of conceptual understanding associated with the sample space for two ordinary six-sided dice tossed simultaneously. The model is then considered in the light of responses to an extension task involving three six-sided dice with four sides painted black and two white. Forty-five of the interviews are longitudinal interviews of students three or four years after the original interviews, allowing for analysis of change in levels of understanding across time. This study suggests some of the intuitions and understandings that form the intermediate steps to a complete understanding of outcomes for two dice, as well as documenting the conceptual regression likely to occur when a more difficult task is encountered. Links to previous research, including well-known misconceptions, and educational implications of the model are among the discussion points.

Watson, J.M., Callingham, R.A., & Kelly, B.A. (2007). Students’ appreciation of expectation and variation as a foundation for statistical understanding. Mathematical Thinking and Learning, 9, 83-130. 

This study presents the results of a partial credit Rasch analysis of in-depth interview data exploring statistical understanding of 73 school students in six contextual settings. The use of Rasch analysis allowed the exploration of a single underlying variable across contexts, which included probability sampling, representation of temperature change, beginning inference, independent events, the relationship of sample and population, and description of variation. Interpretation of the demands of increasing code levels for the resulting variable revealed an increasing appreciation of and interaction between the ideas of variation and expectation. Student progression in understanding is illustrated with kidmaps and educational implications are considered.

Watson, J.M., & Kelly, B.A. (2007). The development of conditional probability reasoning. International Journal of Mathematical Education in Science and Technology, 38, 213-235.

Although errors in reasoning about conditional probability have been the focus of interest of psychologists for a long time, the development of conditional reasoning in school students has received little attention. This paper considers the responses of 69 students across grades 3 to 13 in an attempt to model the development of appropriate reasoning skills. Although acknowledging the misconceptions observed by earlier researchers, this study seeks a positivist approach to describe developing understanding by combining mathematical appropriateness with structural complexity. The results of the study are intended to inform other researchers, teachers, and curriculum developers.

Watson, J.M., & Kelly, B.A. (2006). Expectation versus variation: Students’ decision making in a sampling environment. Canadian Journal of Science, Mathematics and Technology Education, 6, 145-166.

A task adapted from one used by Tversky and Kahneman (1971) was used in an interview or questionnaire context with 122 students from Grade 3 to Grade 13. Two questions assessed student understanding of the relationship of a sample to a population and of the expected value of the arithmetic mean, with and without information on a single value from the sample. Combining responses to the two questions, increasingly complex hierarchical sequences were identified in the observed responses in relation to the expected value of the means, an Expectation variable, and in relation to the degree that ideas about variation were used to support judgments, a Variation variable. Using data from another task answered by 68 of the students, responses were associated with observed development of understanding of sampling more generally, a Basic Sampling variable. Overall, the associations of levels of response among the variables were not strong, suggesting more explicit discussion of sampling issues is required in classrooms.

Watson, J.M., Kelly, B.A., & Izard, J.F. (2006). A longitudinal study of student understanding of chance and data. Mathematics Education Research Journal, 18(2), 40-55.

This study uses Partial Credit Rasch analysis to study a complex data set of student responses to survey items that were classroom-administered tests about understanding of chance and data collected from 1993 to 2003 in the Australian state of Tasmania. Data were collected from a total of 5514 individual students across Grades 3 to 11 over the decade, with 896 of these students providing at least one repeated measure. Students completed a core of common items that allowed Rasch analysis to be performed and all students were subsequently placed on the same scale for comparison. The purpose of the analysis is to consider average cohort change over time and trends in performance during the first 10 years after the curriculum was introduced in Tasmania. Implications for the education system and curriculum implementation are considered.

Chick, H.L., Pfannkuch, M., & Watson, J.M. (2005). Transnumerative thinking: finding and telling stories with data. Curriculum Matters, 1, 87-108.

A critical component in the development of students’ statistical thinking and reasoning is transnumerative thinking; that is, changing representations of data to engender an understanding of observed phenomena. Examples from Years 6 to 9 New Zealand students’ and Australian students’ representations of data from a given multivariate dataset are described. Their representations are discussed in terms of their developing abilities to explore data and unlock the stories contained therein. The implications of changing the focus of statistics instruction and the curriculum from merely teaching students how to construct graphs to exploring and representing patterns and relationships in data are presented.

Watson, J.M., & Kelly, B.A. (2005). The winds are variable: Student intuitions about variation. School Science and Mathematics, 105, 252-269.

This study uses the context of the weather to explore the development of students’ intuitive ideas of variation from pre-grade one to the ninth grade. Three aspects of understanding these intuitions associated with variation are explored in individual video taped interviews with 73 students: explanations, suggestions of data, and graphing. The development of these three aspects across grades is explored, as well as the associations among them. Fifty-eight of the students also answered a general question on the definitions of “variation” and “variable” and these responses are discussed and compared with responses to the weather task. The interview protocol may prove useful for teachers, particularly with younger children, to appreciate students’ developing understanding of variation and provide starting points for classroom work of a more specific nature, either with respect to weather or other contextual topics.

Watson, J.M., & Kelly, B.A. (2005). Cognition and instruction: Reasoning about bias in sampling. Mathematics Education Research Journal, 17(1), 24-57.


Although sampling has been mentioned as part of the chance and data component of the mathematics curriculum since about 1990, little research attention has been aimed specifically at school students’ understanding of this descriptive area. This study considers the initial understanding of bias in sampling by 639 students in grades 3, 5, 7, and 9. Three hundred and forty-one of these students then undertook a series of lessons on chance and data with an emphasis on chance, data handling, sampling and variation. A posttest was administered to 285 of these students and two years later all available students from the original group (328) were again tested. This study considers the initial level of understanding of students, the nature of the lessons undertaken at each grade level, the post-instruction performance of those who undertook lessons, and the longitudinal performance after two years of all available students. Overall instruction was associated with improved performance, which was retained over two years but there was little difference between those who had or had not experienced instruction. Results for specific grades, some of which went against the overall trend are discussed, as well as educational implications for the teaching of sampling across the years of schooling based on the classroom observations and the changes observed.

Watson, J.M., & Chick, H.L. (2005). Collaborative statistical investigations in diverse settings. International Journal of Mathematical Education in Science and Technology, 36, 573-600.

This study presents a continuing investigation of influences on outcomes achieved by students working in groups of three on tasks related to chance and data. Earlier research described final mathematical outcomes and identified 17 factors influencing three types of short-term outcomes for groups working in an isolated setting. The current report documents the 17 factors for groups working in a classroom setting and 1654 events for all groups in both settings are identified and each associated with a factor and a short-term outcome. Consideration is then given to variables that have the potential to influence the factors, the short-term outcomes, and their interaction. The overarching variable is the setting within which the collaboration took place. Within each setting, however, two other variables operated: the task carried out, the age/grade of students, gender balance, or collaborative characteristics. The influences of these variables are described within the two settings before consideration is given to the overall influence of the settings.

Callingham, R.A., & Watson, J.M. (2005). Measuring statistical literacy. Journal of Applied Measurement, 6(1), 19-47.


This study considers the measurement of Statistical Literacy understanding that goes beyond the basic chance and data skills and knowledge in the mathematics curriculum. This understanding requires application of mathematical skills in a range of contextual situations and draws on aspects of statistics, such as variation and inference, which may not be explicit in the school curriculum. The study reports the outcomes from tests of Statistical Literacy given to 673 students from Grades 5 to 10. It confirms the nature and structure of a previously identified previously identified construct of Statistical Literacy and proposes three subgroups of items that address aspects of Statistical Literacy that might usefully be measured by classroom teachers.

Watson, J.M., & Kelly, B.A. (2004). Statistical variation in a chance setting: A two-year study. Educational Studies in Mathematics, 57, 121-144.

A series of 13 survey questions based on a 50-50 spinner is used to explore school students’ understanding of statistical variation in a chance setting. Five questions set the context by assessing understanding of theoretical expectation and representation of repeated trials in a stacked dot (line) plot. Four questions provide opportunity to display appreciation of variation from point expectation and four questions address variation from distributional expectation. Three hundred and seventy-five students in Grades 3 to 9 answered some or all of these questions. These students then took part in a unit of study on chance and data emphasizing variation. Of these students, 334 answered a post-test including the same items and a further subset of 199 students completed a longitudinal survey of the same items two years later. Analysis of the initial data showed a progression of understanding across the years of schooling, plateauing at Grade 7, improvement for all grades after instruction, and generally sustained and continuing improved performance after two years. Educational issues are considered.

Watson, J.M., & Caney, A. (2005). Development of reasoning about random events. Focus on Learning Problems in Mathematics, 27(4), 1-42.

The development of school students’ understanding of luck and random events is explored in three related studies based on tasks well known in the research literature. In Study 1, 99 students in grades 3 to 9 were interviewed on three tasks and surveyed on two tasks about luck and random behaviors in chance settings. In Study 2, 23 of these students were interviewed on the same tasks, three or four years later to monitor developmental change. In Study 3 a different group of 15 students was interviewed with two of the tasks and prompted with conflicting responses of other students on video. The aim of Study 3 was to monitor the influence of cognitive conflict in improving student levels of response. Four levels of response are identified across tasks, reflecting increasing structural complexity and statistical appropriateness. Implications for teachers, educational planners, and researchers are discussed in the light of other researchers’ findings.

Watson, J.M., & Kelly, B.A. (2004). Expectation versus variation: Students’ decision making in a chance environment. Canadian Journal of Science, Mathematics and Technology Education, 4, 371-396.


Sixty-six students in grades 3 to 9 were interviewed using a protocol that involved both theoretical questions about and experimentation with two spinners used in a carnival game. Of interest were students’ initial responses to questions and the changes in response and reasoning that occurred after experimentation. Because the experimentation took place in a probabilistic setting, there was the possibility of variation occurring that could appear contrary to expectation. Student responses were hence analysed based on a 2 x 2 matrix of initial estimate of chance outcome by actual experimental outcome, and with subsequent reasoning judged as appropriate based on the cell occupied. These data were used to determine a developmental progression among the students in the study. As well, data were available on these students’ responses to survey questions involving a single spinner of the type used in the interview protocol. Data for one and two spinners hence could be considered together. The outcomes of the study lead to specific suggestions for the classroom in terms of teaching expectation and variation in probabilistic settings.

Watson, J.M., & Callingham, R.A. (2003). Statistical literacy: A complex hierarchical construct. Statistics Education Research Journal, 2(2), 3-46.

The aim of this study was, first, to provide evidence to support the notion of statistical literacy as a hierarchical construct and, second, to identify levels of this hierarchy across the construct. The study used archived data collected from two large-scale research projects that studied aspects of statistical understanding of over 3000 school students in grades 3 to 9, based on 80 questionnaire items. Rasch analysis was used to explore an hypothesised underlying construct associated with statistical literacy. The analysis supported the hypothesis of a unidimensional construct and suggested six levels of understanding: Idiosyncratic, Informal, Inconsistent, Consistent non-critical, Critical, and Critical mathematical. These levels could be used by teachers and curriculum developers to incorporate appropriate aspects of statistical literacy into the existing curriculum.


Watson, J.M., & Moritz, J.B. (2003). Fairness of dice: A longitudinal study of students’ beliefs and strategies for making judgments. Journal for Research in Mathematics Education, 34, 270-304.

One hundred-eight students in Grades 3, 5, 6, 7, and 9 were asked about their beliefs concerning fairness of dice before being presented with a few dice (at least one of which was “loaded”) and asked to determine whether each die was fair. Four levels of beliefs about fairness and four levels of strategies for determining fairness were identified. Although there were structural similarities in the levels of response, the association between beliefs and strategies was not strong. Three or four years later, we interviewed 44 of these students again using the same protocol. Changes and consistencies in levels of response were noted for beliefs and strategies. The association of beliefs and strategies was similar after three or four years. We discuss future research and educational implications in terms of assumptions that are often made about students’ understanding of fairness of dice, both prior to and after experimentation.

Watson, J.M., & Moritz, J.B. (2003). The development of comprehension of chance language: evaluation and interpretation. School Science and Mathematics, 103, 65-80.

Comprehension of chance language, such as found in newspapers, is a fundamental aspect of statistical literacy. Students' understandings of chance language were explored through responses to two items in surveys administered to 2726 students from grades 5 to 11. One item involved evaluating the chance expressed in phrases from newspaper headlines using a number line, and responses were described in four levels of chance language evaluation. The other item involved interpreting, in context, an expression of percent chance, and responses were described in four levels of chance language interpretation. Students in higher grades were more likely to demonstrate higher levels of both evaluation and interpretation. The association between levels of evaluation and interpretation was further explored generally and in relation to one of the headlines involving percent. Implications for mathematics educators in relation to chance language in the curriculum across the years of schooling are discussed.

Watson, J.M., Kelly, B.A., Callingham, R.A., & Shaughnessy, J.M. (2003). The measurement of school students’ understanding of statistical variation. International Journal of Mathematical Education in Science and Technology, 34, 1-29.

This paper presents a questionnaire devised to assess school students’ understanding of statistical variation. The questionnaire is based on earlier research of students’ understanding of the chance and data curriculum and recent work, more specifically related to variation. It was devised, piloted, revised, and administered to 746 students in grades 3, 5, 7, and 9 in ten Tasmanian schools. The analysis of outcomes was carried out in three stages: a hierarchical coding scheme was developed based on a structural model of cognitive development; a Rasch analysis was carried out to produce a variable map of student performance and item difficulty on a single scale; and an holistic model of development was suggested for the questionnaire. Outcomes for individual items are presented to illustrate the range of student responses, and possible rubrics for use by teachers. For some items, comparisons are made with results of other researchers.

Watson, J.M. (2002). Inferential reasoning and the influence of cognitive conflict. Educational Studies in Mathematics, 51, 225-256.

This study follows two earlier studies of school students’ abilities to draw inferences when comparing two data sets presented in graphical form (Watson and Moritz, 1999; Watson, 2001). Using the same interview protocol with a new sample of 60 students, 20 from each of grades 3, 6, and 9, cognitive conflict was introduced in the form of video clips of reasoning expressed by students in the earlier studies. This methodology was intended to mimic the type of argumentation that might take place in the classroom but in a controlled setting where identical arguments could be presented to different students. Interviews were videotaped and analysed in a similar fashion to the earlier studies in order to document change associated with the presentation of cognitive conflict. Change was documented with respect to the levels of observed response for two parts of the protocol, and for the use of displayed variation in the graphs. Implications of the methodology for future research and teaching are discussed.

Watson, J.M., & Kelly, B.A. (2002). Emerging concepts in chance and data. Australian Journal of Early Childhood, 27(4), 24-28.

Interviews with seven six-year-old children shed light on the emerging ideas related to four themes within the chance and data part of the mathematics curriculum: appreciation of uncertainty and variation, observing and creating representations, appreciating the need to count and conserve quantity, and using data for interpreting and predicting.

Watson, J.M., & Moritz, J.B. (2002). Quantitative literacy for pre-service teachers via the internet. Mathematics Teacher Education and Development, 4, 43-56.


Quantitative literacy involves not just basic number skills, often called numeracy, but also the ability to integrate basic skills in contexts that require high levels of literacy to interpret situations and make judgments. This paper discusses the development, implementation, and evaluation of a unit designed to assist pre-service teachers of mathematics to see the relevance of quantitative literacy to daily life, to understand and discuss aspects of quantitative literacy themselves, and to prepare and deliver lessons in schools using an internet site as a teaching resource. Forty pre-service teachers (a) selected a newspaper article and developed student questions and brief comments for discussion with teachers, identifying issues for mathematics teaching; (b) developed a teaching unit for one or more class lessons and implemented it in the classroom; (c) prepared an evaluation of the experience; and (d) discussed their colleagues’ work in relation to these tasks online. Responses indicated most of the pre-service teachers could engage with these tasks and came to believe that they supported effective teaching in the classroom. Some difficulties are identified, however, related to the implementation of the project, and suggestions are made for future variations.

Chick, H.L., & Watson, J.M. (2002). Collaborative influences on emergent statistical thinking—A case study. Journal of Mathematical Behavior, 21, 371-400.

The purpose of this case study is to examine how collaboration affects the emergent statistical thinking of a group of three Grade 6 boys. Results of previous studies of students in Grades 3, 6, and 9 suggested that (a) when finding and justifying associations in data sets students working in groups may produce higher level outcomes than those working individually, and (b) there are numerous factors that influence the success or otherwise of collaborative activity. The current study, based on detailed analysis of video tape and transcripts of a group working collaboratively on a data handling task, documents various factors that affect collaboration and how these contribute to the attainment of desirable cognitive outcomes in terms of the task set. These outcomes are classified by emergent statistical themes and insight is gained into how naïve statistical thinking begins to develop during the collaborative process. Implications for educators and researchers are considered.

Watson, J.M., & Chick, H.L. (2002). A case study of graduate professional development in the TAFE sector. Australian Educational Researcher, 29(2), 73-91.

There has been very little provision of professional development for teachers of mathematics in the technical and further education (TAFE) sector and even less evaluation and reporting on such programs. In 1993, the University of Tasmania developed an extensive professional development program in mathematics that was designed for TAFE teachers as well as those from the K–12 sector. This case study describes the project, considering such issues as the professional development needs of the TAFE teachers and what components should be included in a professional development program. Evidence is provided for the short- and long-term effectiveness of the program. The flexible structure of the program could be used as a model for professional development in other TAFE curriculum areas.

Watson, J.M. (2002). Discussion: Statistical literacy before adulthood. International Statistical Review, 70, 26-30.

Watson, J.M., & Moritz, J.B. (2002). School students’ reasoning about conjunction and conditional events. International Journal of Mathematical Education in Science and Technology, 33, 59-84.


The objective of this study was to provide baseline data in an area of the mathematics curriculum that is beginning to receive greater attention than previously. Four survey items were completed by 2615 students in grades 5 to 11. Two survey items asked for estimates of probability or frequency for everyday events (A), (B), and their conjunction (A and B). Two survey items asked for estimates of probability or frequency for conditional events, (X|Y) and (Y|X). Cross-sectional and longitudinal analyses revealed improvement with grade in expressing probability numerically and in distinguishing conditional events, but no change in incidence of conjunction errors. The relationships of responses to conjunction items with those to conditional items, and of both with responses to other items of basic chance measurement were considered. Implications were related to interpretation of the results in terms of previous research and suggestions for educators.

Watson, J.M., & Moritz, J.B. (2001). Development of reasoning associated with pictographs: representing, interpreting, and predicting. Educational Studies in Mathematics, 48, 47-81.

A developmental model involving four response levels is proposed concerning how students arrange pictures to represent data in a pictograph, how they interpret these pictographs, and how they make predictions based on these pictographs. The model is exemplified by responses from three related interview-based studies. In Study 1, examples of each response level are provided from 48 preparatory- to tenth-grade students. Students from higher grades were more likely to respond at higher levels. In Study 2, 22 students were interviewed longitudinally after a three-year interval; many improved in response level over time, although a few responded at lower levels. In Study 3, 20 third-grade students were interviewed and then prompted with conflicting responses of other students on video; many improved their initial responses to higher levels after exposure to the conflicting prompts. Association among levels of representing, interpreting, and predicting were explored. Educational implications are discussed concerning reasonable expectations of students and suggestions to develop these skills in students at different grades.

Watson, J.M. (2001). Longitudinal development of inferential reasoning by school students. Educational Studies in Mathematics, 47, 337-372.

This study follows an earlier study of school students’ abilities to draw inferences when comparing two data sets presented in graphical form (Watson & Moritz, 1999). Forty-two students who were originally interviewed in grades 3 to 9, were subsequently interviewed either three or four years later. The results for individual student development add to the credibility of the cross-age observations, as well as support the hierarchical framework suggested by the original study. Changes in levels of performance and strategies for drawing conclusions are documented. A further step from the original study is the consideration of how students used the variation displayed in the graphical presentation of the data sets as a basis for decision-making. Implications for teaching and for further research are discussed.

Chick, H.L., & Watson, J.M. (2001). Data representation and interpretation by primary school students working in groups. Mathematics Education Research Journal, 13, 91-111.

Twenty-seven grade 5/6 students, working in triads in a near-classroom environment, were video-taped as they considered a supplied data set over three 45-minute sessions. They were asked to hypothesise about associations in the data and represent these on a group poster. Each student was assigned to three categories: one for the observed level of interpreting the information provided in the data set, one for the observed level of representing the chosen data, and one for the type of collaboration observed in the group. In addition, students were asked their views on the group work. Levels of interpretation and representation skills were related and there was some indication of a possible association with the type of group collaboration. There was no association of type of collaboration and students’ views on group work. Descriptive aspects of the three characteristics—interpretation, representation, and collaboration—are considered, as are implications for future research and for the classroom.

Watson, J.M., & Chick, H.L. (2001). Factors influencing the outcomes of collaborative mathematics problem solving—An introduction. Mathematical Thinking and Learning, 3(2&3), 125-173.

This study is an investigation of the factors that influence the effectiveness of collaboration on open-ended mathematical tasks. Students in grades 3, 6 and 9 worked in groups of three on two chance and data tasks: one related to fair dice and the other related to associations among variables presented on data cards. The groups’ outcomes and the types of collaboration observed are investigated in relation to issues raised in the literature. Various phenomena are identified that influence cognitive “lifting,” “hovering,” and “falling,” that is, improvement, no change, and reduction in levels of functioning, respectively. These phenomena include cognitive factors, social or interpersonal factors, and external factors.

Watson, J.M. (2001). Profiling teachers’ competence and confidence to teach particular mathematics topics: The case of chance and data. Journal of Mathematics Teacher Education, 4, 305-337.

This paper presents an instrument for assessing teacher achievement and teacher need in relation to the chance and data part of the mathematics curriculum. The development of a profiling instrument, to be used with teachers, had two main objectives. The first was to assist in assessing teacher achievement in the context of proposals for the adoption of professional standards for mathematics teachers. The second was to assess professional development needs for teachers in the light of changes to the mathematics curriculum. The background for the development of the instrument is presented, followed by a description of the instrument and the results of responses to it from 43 Australian teachers. Uses for the instrument and further development possibilities are also discussed.


Watson, J.M., & Chick, H.L. (2001). Does help help?: Collaboration during mathematical problem solving. Hiroshima Journal of Mathematics Education, 9, 33-73.

This paper considers the circumstances surrounding instances where help is sought and/or provided in a collaborative problem-solving situation. Video-taped observations of nine groups of three grade 5/6 students working over three 45-minute periods on an open-ended task allowed for the documentation of questions asked, answers provided, and outcomes achieved. Help associated with questioning was provided in two contexts: by students or teachers in response to student questions and by teachers through questions. Hierarchical levels were defined for questions, answers, and outcomes. It was then possible to compare the levels of each component of this sequence for student-initiated and teacher-initiated questions. As well, unsolicited help provided by students was documented. The lower level of questioning by students in comparison to teachers was influential throughout the question-answer-outcome sequence, indicating that student soliciting of help through questioning was not as effective as unsolicited help offered through the questioning of teachers. Some differences associated with gender or gender-composition of groups were observed and these are discussed in relation to the context of the study and other findings in the literature.

Watson, J.M. (2000). Preservice mathematics teachers’ understanding of sampling: Intuition or mathematics. Mathematics Teacher Education and Development, 2, 121-135.


This paper considers 33 preservice secondary mathematics teachers’ solutions to a famous sampling problem, well known for confounding educated adults. Of particular interest is the use of intuition and/or formal mathematics in reaching a conclusion. The relationships of solution strategy to students’ background in formal mathematics and to gender are also considered. Implications for teaching statistics at both the secondary and preservice teacher education levels are discussed briefly.

Torok, R., & Watson, J. (2000). Development of the concept of statistical variation: An exploratory study. Mathematics Education Research Journal, 12, 147-169.

An appreciation of variation is central to statistical thinking, but very little research has focused directly on students’ understandings about variation. In this exploratory study, four students from each of grades 4, 6, 8, and 10 were interviewed individually on aspects of variation present in three settings. The first setting was an isolated random sampling situation, whereas the other two settings were realistic sampling situations. Four levels of responding were identified and described in relation to developing concepts of variation. Implications for teaching and future research on variation are considered.

Watson, J. M., & Moritz, J. B. (2000). Developing concepts of sampling. Journal for Research in Mathematics Education, 31, 44-70.

In developing ideas associated with statistical inference, a key element involves developing concepts of sampling. The objective of this research is to understand the characteristics of students' constructions of the concept of sample. Sixty-two students in grades 3, 6, and 9 were interviewed using open-ended questions related to sampling; written responses to a questionnaire were also analysed. Responses were characterized in relation to the content, structure and objectives of statistical literacy. Six categories of construction were identified and described in relation to the sophistication of developing concepts of sampling. These categories illustrate helpful and unhelpful foundations for an appropriate understanding of representativeness and hence will help curriculum developers and teachers plan interventions.

Watson, J. M., & Moritz, J. B. (2000). Development of understanding of sampling for statistical literacy. Journal of Mathematical Behavior, 19(1), 109-136.

The development of understanding sampling is explored through responses to four items in a longitudinal survey administered to over 3000 students from grades 3 to 11. Responses are described with reference to a three-tiered framework for statistical literacy, including defining terminology, applying concepts in context, and questioning claims made without proper justification. Within each tier increasing complexity is observed as students respond with single, multiple, and integrated ideas to four different tasks. Implications for mathematics educators of the development of sampling concepts across the years of schooling are discussed.

Watson, J. M., & Moritz, J. B. (2000). The longitudinal development of understanding of average. Journal of Mathematical Thinking and Learning, 2(1&2), 11-50.

The development of the understanding of average was explored through interviews with 94 students from grades 3 to 9, follow-up interviews with 22 of these students after three years, and follow-up interviews with 21 others after four years. Six levels of response were observed based on a hierarchical model of cognitive functioning. The first four levels described the development of the concept of average from colloquial ideas into procedural or conceptual descriptions to derive a central measure of a data set. The highest two levels represented transferring this understanding to one or more applications in problem-solving tasks to reverse the averaging process and to evaluate a weighted mean. Usage of ideas associated with the three standard measures of central tendency and with representation are documented, as well as strategies for problem solving. Implications for mathematics educators are discussed.

Watson, J. M. & Moritz, J. B. (1999). The beginning of statistical inference: Comparing two data sets. Educational Studies in Mathematics, 37, 145-168.

The development of school students' understanding of comparing two data sets is explored through responses of students in individual interview settings. Eighty-eight students in Grades 3 to 9 were presented with data sets in graphical form for comparison. Student responses were analysed according to a developmental cycle which was repeated in two contexts: one where the numbers of values in the data sets were the same and the other where they were different. Strategies observed within the developmental cycles were visual, numerical, or a combination of the two. The correctness of outcomes associated with using and combining these strategies varied depending upon the task and the developmental level of the response. Implications for teachers, educational planners and researchers are discussed in relation to the beginning of statistical inference during the school years.

Watson, J. M., & Moritz, J. B. (1999). The development of concepts of average. Focus on Learning Problems in Mathematics, 21(4), 15-39.

The development of concepts of average is explored for students from grades 3 to 11 through four survey items administered to 2250 students. A cognitive model describes the structural development of the concepts from single ideas into more complex descriptions to derive a measure of average from a data set. In association with this development, the presence of ideas related to the three common measures of average - mean, median and mode - is monitored in different contexts. Implications for mathematics educators of the structure of student outcomes and the choice among the three measures are discussed.

Watson, J. M., & Moritz, J. B. (1999). Interpreting and predicting from bar graphs. Australian Journal of Early Childhood, 24(2), 22-27.

Bar graphs are commonly used throughout society as a simple tool for representing data. How do students in early childhood interpret bar graphs in a familiar context? Thirty Grade 3 students were interviewed to explore their interpretations of a bar graph of How Children Travel To School and their predictions for various changed circumstances. Student responses to the task of interpreting the graph reflected three levels of graph comprehension: reading the data, reading between the data, and reading beyond the data.

Watson, J.M. (1998). Professional development for teachers of probability and statistics: Into an era of technology. International Statistical Review., 66, 271-289

The focus of this paper is the professional development of teachers of probability and statistics at the school level. Within a world where the statistics curriculum is changing at the school level, the professional development needs of teachers of statistics are changing and the technology to meet these needs is changing. This paper reviews the work in the field, describes the development of a multimedia package for professional development of statistics teachers and looks to the future.

Watson, J. M., & Moritz, J. B. (1998). Longitudinal development of chance measurement. Mathematics Education Research Journal, 10(2), 103-127

Understanding of chance measurement and how this develops over time is explored by analysis of response data collected in 1993, 1995, and 1997. The data are analysed to document changes in levels of observed outcomes for students in relation to the SOLO developmental model, extending the previous work of Watson, Collis and Moritz (1997). The chance and data curriculum was introduced in Tasmania in 1993 and comparisons over the years indicate no improvement in outcomes by 1997 with respect to chance measurement. Gender differences, favouring males, are observed for selected secondary school grade levels.

Watson, J. M., Moritz, J. B., & L. Pereira-Mendoza (1998). Interpreting a graph in a social context. The Mathematics Educator, 3(1), 61-71.

Mulligan, J. T., & Watson, J. M. (1998). A developmental multimodal model for multiplication and division. Mathematics Education Research Journal, 10(2), 61-86

This paper presents an analysis of young students' development of multiplication and division concepts based on a multimodal functioning SOLO model. The analysis is drawn from two sources of data: a two-year longitudinal study of 70 grade 2 through to 3 students' solutions to 24 multiplicative word problems and exemplars from a problem-centred teaching project with grade 3 students. An increasingly complex range of counting, additive and multiplicative strategies based on an equal-grouping structure demonstrated conceptual growth through ikonic and concrete symbolic modes. The solutions employed by students to solve any particular problem reflected the mathematical structure they imposed on it. A SOLO developmental model for multiplication and division is described in terms of developing "structure" and associated counting and calculation strategies.


Watson, J. M., Collis, K. F., & Moritz, J. B. (1997). The development of chance measurement. Mathematics Education Research Journal, 9, 60-82.

This paper presents an analysis of three questionnaire items which explore students' understanding of chance measurement in relation to the development of ideas of formal probability. The items were administered to 1014 students in Grades 3, 6 and 9 in Tasmanian schools. The analysis, using the NUD·IST text analysis software, was based on the multimodal functioning SOLO model. An analysis of the results and a developmental model for understanding chance measurement are presented, along with implications for curriculum and teaching practice.


Watson, J. M., Collis, K. F., Callingham, R. A., & Moritz, J. B. (1995). A model for assessing higher order thinking in statistics. Educational Research and Evaluation, 1(3), 247-275.


As in other areas of the school curriculum, the teaching, learning and assessment of higher order thinking in statistics has become an issue for educators following the appearance of recent curriculum documents in many countries. These documents have included probability and statistics across all years of schooling and have stressed the importance of higher order thinking across all areas of the mathematics curriculum. This paper reports on a pilot project which applied the theoretical framework for cognitive development devised by Biggs and Collis to a higher order task in data handling in order to provide a model of student levels of response. The model will assist teachers, curriculum planners and other researchers interested in increasing levels of performance on more complex tasks. An interview protocol based on a set of 16 data cards was developed, trialed with Grade 6 and 9 students, and adapted for group work with two classes of Grade 6 students. The levels and types of cognitive functioning associated with the outcomes achieved by students completing the task in the two contexts will be discussed, as will the implications for classroom teaching and for further research.

 

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Faculty of Education
University of Tasmania
Private Bag 66 Hobart Tasmania Australia 7001
Phone: 61-3-6226-2570; Fax: 61-3-6226-2569
Jane.Watson@utas.edu.au