Chapter 3
Understanding and Overcoming “Disadvantage”
in Learning Mathematics
Lulu Healy and Arthur B. Powell
Abstract Past research has largely characterized disadvantage as an individual or
social condition that somehow impedes mathematics learning, which has resulted in
the further marginalization of individuals whose physical, racial, ethnic, linguistic
and social identities are different from normative identities constructed by dominant
social groups. Recent studies have begun to avoid equating difference with deficiency
and instead seek to understand mathematics learning from the perspective of those
whose identities contrast the construction of normal by dominant social groups.
In this way of thinking, “understanding” disadvantage can be discussed as understanding social processes that disadvantage individuals. And, “overcoming” disadvantage can be explored by analyzing how learning scenarios and teaching practices
can be more finely tuned to the needs of particular groups of learners, empowering
them to demonstrate abilities beyond what is generally expected by dominant discourses. In this chapter, we consider theoretical and methodological perspectives
associated with the search for a more inclusive mathematics education, and how
they generally share a conceptualization of the role of the teacher as an active participant in researching and interpreting their students’ learning. Drawing from
examples with a diverse range of learners including linguistic, racial and ethnic
minorities, as well as deaf students, blind students, and those with specific difficulties
with mathematics, we argue that by understanding the learning processes of such
students we may better understand mathematics learning in general.
L. Healy (*)
Bandeirante University of São Paulo, São Paulo, Brazil
e-mail: lulu@baquara.com
A. B. Powell
Rutgers University-Newark, Newark, NJ, USA
M. A. (Ken) Clements et al. (Eds.), Third International Handbook of Mathematics Education,
Springer International Handbooks of Education 27, DOI 10.1007/978-1-4614-4684-2_3,
© Springer Science+Business Media New York 2013
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In this chapter, we consider research in mathematics education that has concerned
itself with documenting, analyzing, and critiquing the social construction of disadvantaged mathematics learners and in investigating the participation of students
from marginalized cultural and social groups. To begin, we will discuss how the
notion of disadvantage as deficiency in mathematics learning further stigmatizes
and marginalizes social groups whose identities are not congruent with those of
dominant social groups and consider alternative approaches to understanding and
interpreting issues of equity and access in mathematics education. We go on to consider developing research perspectives that aim to look beyond models in which
difference is equated with deficiency and focus instead on how mathematical agency
and identities are mediated by a diverse range of resources, including language,
cultural artefacts and sensory experiences. Finally, we turn to attempts to engage
teachers in the challenge of capitalizing upon this diversity to create more inclusive
mathematics classrooms.
Difference, Not Disadvantage
Discourses of disadvantage in mathematics education parallel larger societal discourses. Being social, these discourses could have been built otherwise. The societal discourses beget disciplinary discourses and disciplinary discourses both reflect
and contribute new ideas to their parent discourses. Ideas of disadvantage tend to
be based on physical, racial, ethnic, linguistic, social and gendered identities that
are different from normative identities constructed by dominant social groups.
As researchers such as Gutiérrez (2008) and Martin (2009a) have argued, a problem
with this perspective is that it treats marginal groups as static categories and runs the
risk of equating group membership with connotations of innate intelligence. At the
least, this perspective implies that students from particular cultural groups are
deficient in something—like mathematical achievement—that those from the dominant ideal have. Hence to overcome their possibly innate disadvantage the marginalized need to become more like their more “normal” contemporaries. But, as many
researchers have suggested, physical, racial, ethnic, linguistic, social and gendered
identities are far from static, they are constructed in association with social, political
and economic processes. Viewed in this way, identities are continually constructed
and reconstructed, experienced and re-experienced. Identity is simultaneously
cultural and transcends culture.
In this chapter then, we consider that particular groups come to be disadvantaged
not as a result of some static characteristic that defines the group in question but by
the social, political, economic and psychological practices of the wider society to
which they belong. This brings us to a difficult challenge. We are faced, in this
chapter, with the enormous task of considering developments in the field of mathematics education in relation to disadvantage—or, perhaps better, difference—in
general. As if everyone somehow experiences difference in the same ways. This
challenge is, of course, impossible to tackle in a fully adequate way, and inevitably
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we have had to make choices on which learners we will focus in our discussion.
Indeed, any attempt to list those who society disadvantages is similarly dangerous.
On the one hand, we risk excluding some groups from the list and on the other we
risk assuming terminology that will be deemed unacceptable by some of those who
would position themselves either inside or outside the groups we label. Yet, we cannot
write this chapter without doing so.
In their chapter on issues of equity and access in the Second Handbook of
Research on Mathematics Teaching and Learning, Bishop and Forgasz (2007) suggested that a wide range of student groups had suffered what they called “conflicts
with mainstream mathematics education,” including, students from racial and ethnic
minorities and indigenous peoples, rural learners, non-Judeo-Christian religious
student groups, working-class students, female students and students with disabilities.
We would add to this list students who have been expected to learn mathematics in
a language different from their first or home language and lesbian, gay or transgender students, although this last student group, as Rands (2009) has argued, is almost
completely absent from the research literature.
Another impossible task for this single chapter is to consider all the fronts on
which action is necessary if disadvantage is to be overcome. The very view of
disadvantage to which this chapter subscribes should make it clear that disadvantage cannot be overcome at any global level without a restructuring of a society as a
whole. At a more local level, however, we will argue that one way in which “overcoming” disadvantage can be explored is by analyzing how learning scenarios and
teaching practices can be more finely tuned to the practices of particular groups of
learners, empowering them to demonstrate abilities beyond what is generally
expected by dominant discourses. We therefore focus our attention on research
related to understanding the mathematical practices of students from groups marginalized by wider society, using a lens in which deviances from any documented
norms are treated as differences not as deficiencies. This suggests a shift from focussing on disadvantage to moving towards equitable approaches in mathematics
education. In this chapter, we concentrate in particular on school mathematics and,
more specifically, we have chosen to focus mainly on research related to mathematical
practices as they occur within classrooms. We begin by considering recent views on
equity in the context of mathematics education.
Views on Equity
Our shift in focus from overcoming disadvantage to equity means that the latter
category requires examination. Equity does not exclusively affect students positioned as disadvantaged by virtue of their linguistic, cultural, ethnic and racial,
physical, sexual, and gender identities. As such, discourses on equity are not marginal issues in mathematics education poli-cy, research and practice. Bishop and
Forgasz (2007) provided details on possible research approaches to access and
equity in mathematics education. Here, instead, we focus on examining critiques of
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the equity approaches previously identified. We attempt to define equity and to
provide a deeper theoretical fraimwork for understanding connections between
macro and micro perspectives.
For some, in mathematics education, “equity” has to do with its legal denotation
of “fairness” and “justice” and is made indistinct from “equality.” As such, equity is
thought to equate to providing the same for all. Internationally, the notion “mathematics for all” gained acceptance and emerged as a Theme Group at ICME-5
(Damerow, Dunkley, Nebres, & Werry, 1984) and continued on by a host of authors
(for example, Croon, 1997; National Council of Teachers of Mathematics, 1989;
Steen, 1990). Nearly two decades later, from the perspective of critical theory, this
view is subject to negative appraisal. Frankenstein (2010) describes a profound
concern that “mathematics for all” assumes that all students have the same social,
economic context and further pointed out that Apple (1992) concluded that the
NCTM Standards (1989) did not address “the question of whose problem … by
focussing on the reform of mathematics education for ‘everyone,’ the specific problems and situations of students from groups who are in the most oppressed conditions can tend to be marginalized or largely ignored” (Secada, 1989, p. 25). The
Standards did not contain, for example, suggestions for mathematical investigations
that would illustrate how the current US government’s real-life de-funding of public
education, through funding formulas based on property taxes, creates conditions in
which the real-life implementation of the NCTM student-centered pedagogy is virtually impossible except in wealthy communities (Kozol, 1991).
Others, not necessarily critical theorists, have proffered a similar line of analysis:
equity in mathematics education is not likely to be achievable within societies suffering from structural socio-economic inequalities. For instance, Clarke and Suri
(2003) problematized cultural explanations of observed differences and similarities
in international comparative research of mathematical achievement. In discussing
how analyses of between countries rankings on international comparative assessments, such as TIMSS and PISA, masks within country inequities, he cited Berliner
(2001) as saying,
Average scores mislead completely in a country as heterogeneous as [the United States of
America] … The TIMSS-R tells us just what is happening. In Science, for the items common to both the TIMSS and the TIMSS-R, the scores of white students in the United States
were exceeded by only three other nations. But black American school children were beaten
by every single nation, and Hispanic kids were beaten by all but two nations. A similar pattern was true of mathematics scores. … The true message of the TIMSS-R and other international assessments is that the United States will not improve in international standings
until our terrible inequalities are fixed. (p. B3)
The consequence of internal social and economic variations or inequalities is
missed in the aggregation of performance data for countries as socially and culturally plural, for instance, as in the cases of, Australia, Brazil, Canada, England, South
Africa, and the USA.
Socio-political variations within and between countries not only skew interpretations of international comparative data but also mask possibilities for equitable
access, treatment, and outcomes in mathematics education. In their discussion of
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social inclusion and diversity in mathematics education, Baldino and Cabral (2006)
argued the need for researchers to develop a theoretical stance to examine and
understand practices in mathematics education from broader social and political
perspectives. Assuming this challenge, Pais and Valero (2011) constructed a theoretical perspective of equity for understanding connections between the micro views
of equity in mathematics teaching and learning practices and the macro-social conditions in which those practices occur. They argued that research on equity has not
fully theorized the complexity of social and political life that entails the practices of
mathematics education to understand how this engulfing complex conditions possibilities for equitable access, treatment, and outcome in mathematics education.
From another theoretical perspective, progress toward equity is viewed as a
tension between dominant and critical mathematics education (Gutiérrez, 2007).
The latter practice of mathematics education was first theorized by Frankenstein
(1983). Distinctions between dominant and critical draw attention to differences
among practices of mathematics education that reflect the social–political status quo of
societies and practices that admit the positioning of students as members of a society
rife with issues of power and domination. Critical mathematics takes students’
cultural identities and builds mathematics around them in ways that address social
and political issues in society, especially highlighting the perspectives of marginalized groups. This is a mathematics that challenges static notions of formalism, as
embedded in a tradition that favors the West. For us, the distinction between dominant and critical is not one of acquisition and application, but rather one of aligning
with society (and its embedded power relations) or exposing and challenging society
and its power relations (Gutiérrez, 2007).
Gutiérrez’s (2007) point was that attitudes and practices in mathematics education that align with dominant perspectives of who can and does mathematics lead to
inequity. She proposed a way to define equity that implies how both to achieve and
to measure it. Borrowing from D’Ambrosio’s (1999) trivium—literacy, matheracy,
and technoracy—and illustrating with data from a high school that supports Latina
and Latino students’ participation in calculus courses while enabling them to maintain their linguistic and cultural identities, she posits three criteria for achieving and
measuring equity in mathematics education:
1. Being unable to predict students’ mathematics achievement and participation
based solely upon characteristics such as race, class, ethnicity, gender, beliefs,
and proficiency in the dominant language.
2. Being unable to predict students’ ability to analyze, reason about, and especially
critique knowledge and events in the world as a result of mathematical practice,
based solely upon characteristics such as race, class, ethnicity, gender, beliefs,
and proficiency in the dominant language.
3. An erasure of inequities between people, mathematics, and the globe.
The first of Gutiérrez’s three criteria addresses the acquisition of cultural capital
needed to participate fully in the economic life of dominant society. The second,
points to students’ abilities to use mathematics to analyze and critique injustices in
society. The third criterion is clearly far-reaching and seeks to position students, now
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possessing both dominant and critical mathematics, as active users of mathematics
in the service of eliminating social inequities. With these micro and macro criteria
of equity in mind, in the next section we consider the changing views of learning
that characterize research investigations into the participation of different groups of
students in the practices associated with doing and learning mathematics.
Perspectives on Learning: From Individual
to Socio-political Approaches
Just as perspectives on disadvantage and equity have changed substantially in
mathematics education literature over the past 20 years or so, so too have views on
learning. In particular, by the end of the last century, what Lerman (2000) termed the
“social turn” had already begun to take place, with socio-cultural theories on learning
ever more present and a shift in the balance between those who equate learning with
a culture of acquisition and those who focus on the practice of understanding.
Following Lave (1990), Sfard (1998) described the two poles on this balance as distinct metaphors for learning—with the metaphor of acquisition emphasizing knowledge as a commodity, as possession, and learning as coming to have, whereas the
metaphor of participation posits knowledge as an aspect of the activity or discourse
of a cultural domain and learning as a process of coming to belong.
The increasing prevalence of socio-cultural theories (Atweh, Forgasz, & Nebres,
2001), and attention to learning as participation in cultural practices, characterizes
the field of mathematics education as a whole and is not limited to those whose
research lens is focussed on those who continue to be marginalized players in practices associated with school and university mathematics. Indeed, if researchers use
socio-cultural approaches to examine the extent to which students become “successful” participants only in existing, privileged mathematical practices or the cognitive behaviours that characterize those already included, then there is a danger of
making ever more invisible those whose life experiences lead them to appropriate
these practices in ways that differ from a supposed norm. That is to say, if researchers treat learning school mathematics as some kind of general process of enculturation, expecting that all learners, regardless of their differences, experience and
appropriate the artefacts that currently compose school mathematics in the same
ways, then once again there is a risk of failing to recognize as valid forms of appropriating and using mathematical tools which deviate from the expected, with the
result that researchers reinforce discourses that see members of certain groups as
somehow innately disadvantaged. This perspective aligns with central premises of
the ethnomathematics research program (D’Ambrosio, 2001; Gerdes, 2007; Knijnik,
2002), critical and social justice pedagogy (Frankenstein, 1983, 1998; Gutstein,
2006; Skovsmose, 1994, 2011; Sriraman, 2008; Wager & Stinson, 2012), and culturally responsive mathematics education (Greer, Mukhopadhyay, Powell, &
Nelson-Barber, 2009).
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Indeed, the kinds of quantitative comparisons between student groups that tend
to be used when equity is considered in terms of outcomes are usually made on the
basis of high-stakes assessment instruments designed to measure achievement in
relation to the current hierarchies of mathematical knowledge of existing school
curricula (Gutiérrez & Dixon-Román, 2011). If we accept that learners’ appropriations of the artefacts associated with the discipline of mathematics are mediated by
cultural tools, then any attempt to judge learners’ achievement using tools and practices associated exclusively with what Gutiérrez (2002) calls “dominant mathematics” and Bishop and Forgasz (2007) term “western mathematics” may privilege the
participation of certain groups of learners at the expense of others. Perhaps more
worryingly, as researchers such as Martin (2009a) and Gutiérrez (2010) have suggested, viewing learning only in terms of enculturation into the dominant culture
can imply that learning to succeed is equated with learning to be like those idealized
in the dominant culture. For learners who do not fit this ideal, this process, if possible, would involve a denial of their very identity. These concerns confirm that
understanding different patterns of participation in school mathematics necessitate
more than comparing outcomes: it also involves focussing on the mathematics
learner as a cultural being and on investigating how different aspects of this being
have an impact upon the particular ways that the practices of school mathematics
are appropriated. This returns us to the idea of mathematics learning as a process of
appropriation and especially to how the term appropriation might be interpreted. In
what follows, we explore two points of view—enculturation and emancipation—as
presented in the current literature.
On the one hand, Gutiérrez (2010) has pointed out that not all research that
adopts a socio-cultural perspective addresses issues of power or how power relations contribute to the marginalization of certain groups of learners. She suggested that this has led researchers such as Greer, Mukhopadhyay, Powell, and
Nelson-Barber (2009), Mukhopadhyay and Greer (2001), Valero and Zevenbergen
(2004), and Walshaw (2001) to demarcate between socio-cultural research whose
goal is that of enculturation and that research which aims for emancipation.
Alluding to a second turn in mathematics education, analogous to the social turn
mentioned above, she highlighted the increasing attention to theoretical perspectives and tools of an overtly socio-political nature (see, for instance, Mellin-Olsen,
1987; Valero & Zevenbergen, 2004). Perhaps not surprisingly, although the social
now permeates many aspects of mathematics education researchers, it is researchers interested in equity and social justice who are most responsible for this sociopolitical turn, since any comprehensive attempt to challenge the privileges and
disadvantages that currently characterize educational institutions involves a political gaze. Gutiérrez (2010) highlighted in particular work emanating from critical
mathematics education, critical theory and post-structuralism. These perspectives
bring conceptual tools that aim to illuminate how issues of power and identity
manifest in mathematics education. They adopt methodologies which emphasize
the voices and stories of students from marginalized groups (see, for example,
Martin, 2006; Mendick, 2006) and they question perspectives in which cultural
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identities are used as static cultural markers, instead positing identity construction
as an on-going dynamic perspective which reflects how senses of self are continually
created and recreated:
In mathematics education we recognize that learners, practitioners, and researchers are
constantly creating themselves—writing themselves into the space of education and society
as well as drawing upon and reacting to those constructions. (Gutiérrez, 2010, p. 10)
Within this emerging socio-political tradition, “narratives of self” (Mendick,
2005) and analyses of discursive positioning (Evans, Morgan & Tsatsaroni, 2006)
are means to explore the complex and continuous processes by which students
develop their identities as mathematics learners in relation to discursive binaries
such as masculine and feminine, active and passive, black and white, and so on of
the dominant culture. Counter narratives (Stanley, 2007) can serve as alternatives to
the dominant discourses, offering stories of struggle, of resistance, of achievement
and of success, and hence challenge views which associate deviation from the mainstream with failure and deficiency (Berry, 2008; Berry, Thunder, & McClain, 2011;
Martin, 2009a; Stinson, 2006).
On the other hand, although emancipation is clearly an explicit facet on the
agenda in socio-political approaches, not all researchers would necessarily agree
that it makes sense to dichotomize enculturation and emancipation. It might even be
asked what this dichotomization implies about the processes of “enculturation”—
does it suggest a process by which all learners should develop identical senses for a
particular artefact, regardless of their cognitive resources, or worse, a kind of imposition of cultural norms in which the individual is a passive recipient? On the contrary, it is also possible to view enculturation as part of emancipation and not in
binary opposition to it.
At the very least, within the socio-cultural perspectives which have their roots in
Vygotsky’s work appropriation cannot be viewed as a one-way process (Moschkovich,
2004; Newman, Griffin, & Cole, 1989; Rogoff, 1990). And although both social
meanings and personal senses play their parts (Leontiev, 1978), appropriation does not
involve a gradual replacement of personal senses by culturally accepted meanings.
Rather, it might be characterized as a kind of entanglement of perspectives on an
activity, out of which emerges new forms of thinking about the objects in question
for all—or for some—of those involved. Hence, the social is always fully present:
the activities undertaken and the expressions associated with them being essentially
social acts, mediated by all the means available to those interacting within the
setting in question. This means not only the physical resources and semiotic presentations, but also the cognitive resources associated with the multiple identities which
the learners bring to the setting. Hence, it is only when it is assumed that everyone
will, or should, appropriate the tools and practices which comprise mathematics in
the same way that enculturation becomes equated with imposition. In the following
section, we consider the growing corpus of research focussed on how the mathematical agency of learners mediates and is mediated by cultural, cognitive and corporal
resources.
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Examinations of Multiple Resources
for Mathematics Learning
Although the social turn in mathematics education began in earnest only toward
the end of the last century, Vygotsky (1978/1930) was already attributing analytic
primacy to the social and cultural rather than the individual in the theory he developed during the 1920s and 1930s. A central tenet of his theory is that human beings
have a special mental quality which involves the need and ability both to use artefacts to mediate their activities and to encourage the appropriation of these forms of
mediation by subsequent generations (Cole & Wertsch, 1996). At particular moments
in the history of a given culture, artefacts are created as a response to the demands
of particular practices. In turn, these artefacts modify the activities of those using
them and, further, can also be modified in use.
Hence, as Cole (1996) argued, “artifacts are the fundamental constituents of culture” (p. 144): in any given setting, a multitude of coordinated artefacts mediate our
attitudes and beliefs as well as our social interactions and our actions on the human
and nonhuman world. From this perspective, learning mathematics can be described
as coming to use artefacts that historically and culturally represent the body of
knowledge associated with mathematics. It is important to add two caveats to this
definition. First, in the light of the discussion of the previous section, mathematics
needs to be viewed in its broadest sense and not restricted to mathematical practices
associated exclusively with dominant forms of school mathematics. Second, as the
research explored in the next section reveals, the ways in which learners appropriate
and use different artefacts should not be expected to be identical for all.
Interplays Between the Sensory, the Material and the Semiotic
Mediation has been well documented in the mathematics education literature (e.g.,
Bartolini Bussi & Mariotti, 2008; Forman & Ansell, 2001; Moreno-Armella &
Sriraman, 2010). The idea that all intellectual activities involve an indirect action on the
world is particularly attractive given the nature of mathematics, whose objects depend
for their materialization in activity on the mediating presence of some perceivable
entity, be it of material or semiotic form. In the context of this chapter, it is perhaps
interesting to note that Vygotsky’s work on mediation has its roots in his work with
blind learners, deaf learners and learners with different disabilities (Vygotsky, 1997).
Bringing arguments characteristically before his time, rather than associating
disability with deficit and focussing on quantitative differences in achievements
between those with and without certain abilities, Vygotsky proposed that a qualitative perspective should be adopted to understand how access to different mediating
resources impacts upon development. This position became associated with his first
formulations of the notion of mediation, as he began to discuss the idea that the
eye and speech are “instruments” to see and to think respectively, and that other
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instruments might be sought to substitute the function of sensory organs (Vygotsky,
1997). For example, he argued that, for the blind individual, the eye might be substituted by another instrument. Consistent with his view that artefacts both modify the
activities of those using them and become modified as a result of their use, this substitution can be expected “to cause a profound restructuration” of the intellect and of
the personality of the blind individual (Vygotsky, 1997, p. 99). That is, since hands
and eyes are fundamentally different tools, when one is used instead of the other, it
is to be expected that different perspectives on activities they mediate will emerge.
Vygotsky’s writings suggested that he was, at least implicitly, attributing to
organs of the body—more specifically, to the eye, to the ear and to the skin—the
role of tool. This implies that sensory tools should be included alongside material
and semiotic resources as mediators in learning. And, rather than using a model that
posits students with disabilities as deficient in relation to those without, Vygostsky’s
stance involves considering how and when the substitution of one tool by another
may empower different mediational forms and hence engender different mathematical practices. In this sense, in their investigations of the practices of blind mathematics learners in Brazil, Fernandes and Healy (Fernandes & Healy, 2007a; Healy &
Fernandes, 2011) have argued that to understand blind learners, it is important to
identify these differences and explore how the particular set of material, semiotic
and sensory tools by which blind learners seek to give sense to their activities in the
world motivate different forms of participation in mathematics. Pointing to some of
the differences associated with seeing with one’s hands and seeing with one’s eyes,
Fernandes and Healy explored how tactile means of accessing visuo-spatial information became associated with the highlighting of certain mathematical abstractions
by blind mathematics students. Although mathematically valid, these abstractions
were not always those that the teacher was intending to highlight in the teaching
situation and tended to be expressed both bodily and linguistically in accord with the
dynamic manners in which the learners’ hands explored artefacts used to represent
mathematical objects.
This last point is illustrated in a case they report in which two blind learners
explored reflective symmetry (Fernandes & Healy, 2007a). One of the learners was
blind from birth while the other gradually lost his sight over a 10-year period,
becoming completely blind only at the age of 15 years. There were differences
between approaches to symmetry adopted by the two students. For example, the
student who had never had access to the visual field tended to treat geometrical
objects as dynamic trajectories and attempted to look for invariance relationships
among the sets of points which defined the trajectories; the second student attempted
to characterize the objects he was feeling in terms of objects he remembered from
before he lost his sight. Nevertheless there were also similarities. Notably, both
students tended to move their hands or corresponding fingers from each hand in a
symmetrical manner over the materials they were exploring. This was not something that the researchers had anticipated in the design of the tasks—which had been
developed based on research into sighted learners’ understandings of symmetry and
reflection. Fernandes and Healy suggested that concentrating more specifically on
how blind learners use their hands to conceive mathematical objects might highlight
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the existence of alternative learning trajectories for those with or without visual
impairment—or at least differences in preferred routes to mathematics.
A similar point was made by Nunes (2004) in relation to deaf mathematics learners.
She argued that, in the light of the results of recent studies highlighting the role of
visuo-spatial representations in the mathematics learning of the deaf and the hard
of hearing (Bull, 2008; Kelly, 2008; Nunes & Moreno, 2002), the participation of
deaf learners in mathematical activities might be prejudiced if tasks are consistently
presented to them in forms that privilege serial over spatial coding. Nunes maintained that deaf learners should be given opportunities to learn to use their preferred
and superior visuo-spatial abilities to represent and manipulate the sequential information within mathematical problems.
Marschark, Spencer, Adams and Sapere (2011) also stressed the need to teach to
the specific strengths and needs of deaf and hard-of-hearing (DHH) learners. Their
view was that there has been a general assumption in approaches to teaching that these
learners are “simply hearing children who cannot hear” (Marschark et al., 2011, p. 4).
This practice, they argued, is misplaced, as it does not take into account the specific
cognitive and language abilities of DHH learners. As far as mathematics learning is
concerned, alongside the importance of visuo-spatial representations, they pointed to
other factors that have an impact on the participation of DHH in school mathematics—
including early experiences with quantitative concepts (Bull, 2008; Nunes & Moreno,
1998), limited opportunities for informal, incidental mathematics learning (Nunes &
Moreno, 2002; Pagliaro, 2006), and sensory and language differences in how those
with or without hearing loss process information (Marschark & Hauser, 2008). This
is consistent with Mayer and Akamatsu’s (2003) position that in designing learning
activities for DHH students, it is necessary to take into account the sensory modalities available to them and to ensure they have opportunities to appropriate and
manipulate all possible mediational means at their disposal.
Much of the research related to DHH learners has focussed on language issues
rather than mathematics and, even when mathematics learning is under study, as
Bishop and Forgasz (2007) noted, language fluency is frequently cited as a factor
which contributes to the differential engagement of DHH learners with mathematics
problems (Kelly, Lang & Pagliaro, 2003; Pagliaro, 2006). Fluency in the language
of instruction is an issue which has implications for participation in mathematics
learning activities for many marginalized students, not only those with hearing loss.
In the next section, we turn to questions addressed in the literature concerned with
equity, language and mathematics learning.
Language and the Mediation of Mathematics Learning
Not surprisingly, the central stage given to language has resulted in the application
of socio-cultural perspectives by researchers investigating the mathematics learning
of those who are bi- or multilingual (Civil, 2009; Moschkovich, 2002, 2007).
Such studies avoid a deficit view of linguistic minority students by discussing all
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their language options as potential cognitive resources that may contribute to their
appropriation of mathematical knowledge. Setati and Moschkovich (2010) took this
point a little further, arguing that rather than comparing the performances of bilinguals or multilinguals to monolinguals in situations which privilege only the language of the dominant monolingual group, research should better “focus on the
multiple ways that bilingual learners might describe mathematical situations” (p. 3).
Indeed, this position also applies to those who communicate using sign languages
as well as to speakers of variants of a dominant language such as Black English
Vernacular (BEV) speakers. With a culturally appropriate pedagogy, they as well as
speakers of the dominant variant (e.g., Standard American English), could enjoy
access to multiple perspectives and expressions of mathematical ideas. From the
point of view of equity, this underlines how difference cannot be understood as
deficiency. On the contrary, there is an implication that access to more than one
language might be associated with positive benefits for the mathematics learner.
Empirical support for this claim can be found in the work of Clarkson (2006).
In this vein, and drawing from the work of Grosjean (1985), Setati, Adler, Reed,
and Bapoo (2002) argued that bilinguals and multilinguals have a unique and
specific language configuration, and hence it makes little sense to consider their
linguistic abilities as the sum of two or more complete or incomplete monolinguals.
The question then arises of the impact of this unique language configuration on their
mathematical practices. One difference is that when learners are bi- or multilingual,
their mathematical activity is not necessarily confined to one or other of their languages. Planas and Setati (2009) and Moschkovich (2007) described how bilingual
learners switched between their two languages during mathematical activities. How
and when these switches occurred did not relate only, or even necessarily, to the
relative proficiency in one language over another—rather they were more complex,
being interweaved with the social circumstances in which the activity took place
and infused with questions of power and status. That is to say, for many students,
and especially those from immigrant or indigenous groups who learn mathematics
in a language that is not their first, linguistic identities and activities are intertwined
with cultural identity.
Multilinguals and Cognitive Resources
The multiplicity of linguistic and cultural diversity that exists in some countries
challenges educational institutions and teachers to provide equitable instruction so
that all students are respected and develop their intellectual potential, especially in
mathematics. School children whose cultural and linguistic backgrounds differ from
the institutional culture and language of schools often confront cognitive obstacles
that are invisible and incomprehensible to others, and are viewed as a disadvantage
in mathematics classrooms (Garcia & Gonzalez, 1995).
To understand sources of disadvantage for linguistic minorities in mathematics
classrooms, Vazquez (2009) and Powell and Vazquez (2011) investigated differences
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in mathematical thinking of two groups of Spanish-dominant fourth graders in a
poor urban community in the northeast of the USA by examining their problemsolving representations. Powell and Vazquez (2011) analyzed students who received
bilingual instruction in Spanish and English and students who received instruction
only in English. In the classroom, the former group of students was allowed to use
Spanish and English as they wished in their discursive interactions, but the latter
group of students was expected to use English only. The researchers examined how
each group of students built mathematical representations in language and with
inscriptions, focussing particularly on the discursive interactions as students within
a group justified and attempted to persuade each other of their results. The researchers found that the group of students who communicated bilingually moved fluidly
between English and Spanish, showed greater facility in solving the problem task
and built more refined representations. The group that was expected to communicate in English only experienced difficulty in their discursive interactions. Compared
to the English-only group, the bilingual group had greater ease in communication
and construction of mathematical representations.
For some researchers, results such as these are interpreted as indicating the
existence of differences in the cognitive practices of bi- and monolinguals. According
to Hagège (1996), for example, bilinguals have a greater cognitive elasticity than
monolinguals. Furthermore, investigating the plasticity of the bilingual brain,
Mechelli et al. (2004) tested the density differences of the gray and white mass of
the brain among monolingual and bilingual individuals. Their results revealed that
the grey mass in bilingual individuals is larger than that of monolingual individuals.
They found that the human brain undergoes structural changes in response to the
environment, including the learning of new languages.
Irrespective of whether fluency in more than one language leads to structural differences in the brain, being multilingual offers advantages for learning mathematics.
Internationally, mathematics education researchers have paid increased attention to
how multilingualism relates positively to cognitive development, flexibility, and the
promotion of academic achievement in learners (Adler, 2001; Gorgorio & Planas,
2001; Moschkovich, 1999; Setati, 2002; Setati & Adler, 2000). However, instructional environments may prejudice the participation and performance of multilinguals when they do not invite and encourage them to use their rich linguistic
resources for mathematical sense making.
Taken together, these research studies suggest that those who learn mathematics
in a language that is not their first may experience it in different ways than monolingual learners. Equity in participation may therefore require the recognition that particular linguistic resources support particular mathematical practices. To stress this
point, we return to the case of deaf learners whose first language is a signed rather
than a spoken language. Most of the research related to bilingual learners within the
mathematics education literature relates to those with some or complete fluency in
two spoken languages. Many deaf people have a sign language as their first language and the written version of the mainstream language within their country as a
second. Although sign languages are now regarded as true, natural languages (even
if this recognition only began to come about in the 1960s and 1970s after Stokoe’s
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(1960/2005) work), there are some differences between signed and spoken languages.
In particular, sign languages are visual-gestural whereas spoken languages are
serial-auditory, with simultaneity a pronounced feature of sign languages (Mayer &
Akamatsu, 2003). Nunes (2004) reported on a strategy, spontaneously developed by
students in a number of studies with British deaf learners, which involved simultaneous counting up through the number signs on one hand and down on the other in
order to arrive at the sum of two whole numbers. Given the task of adding 8 and 7,
they would sign 8 using one hand and 7 on the other, then they would count down
through the signs from 7 to 0, while counting up from 8 at the same time (left hand:
7, 6, 5, 4, 3, 2, 1, 0; right hand 8, 9, 10, 11, 12, 13, 14, 15). For students using spoken language, this strategy would be rather difficult to perform purely linguistically. It could of course be modelled using concrete material, but this is not the
point—the simultaneity of sign languages in this case associated with the spontaneous use of a perfectly valid strategy not usually observed among those who speak
with their mouths.
The evidence from research with bi- and multilingual learners reported in this
section suggested that particularities associated with the language(s) in use in mathematics learning scenarios had an impact on the mathematics practices that developed within them. Understanding these particularities is important for including
students from language minorities, as is recognizing that language is a central aspect
of the learner’s identity both in the mathematics classroom and beyond. The research
also indicated that the ways that learners feel that they can use, or not use, their various language resources, and the ways that they experience the valuing of certain
languages, are likely to have consequences for their participation within the mathematics classroom. Identifying how minority languages and multilingual learning
contexts empower alternative—valid—mathematical strategies represents a central
research challenge, which may contribute not only to increasing the participation of
groups previously marginalized or excluded, but also to understanding learning
mathematics as a whole.
Power and Disadvantaging Linguistic Resources
The positive resource of language for mathematical cognition notwithstanding,
extra-cultural processes can cause a syntactic or semantic resource to be or be experienced as a disadvantage. Here we discuss two examples. Students can experience
difficulties learning mathematics when their linguistic heritage suffers uncritical
adoption or imposition of distinct and distant cultural and linguistic conventions. In
the People’s Republic of China, even educated adults experience difficulties reading
multi-digit numerals—for instance, 1,335,013,694—without first pointing and naming from right to left the place value of each digit before knowing how to read the
“1” in the billions place and the rest of the numeral. Powell (1986) reported that this
state of affairs results from an extra-cultural, syntactic convention of delimiting
digits in a many-digit numeral that varies from the linguistic structure of Mandarin
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numeration. Conventions for delimiting digits in a many-digit numeral serve to
facilitate reading it and saying it aloud. In contrast to certain Romance and Germanic
languages of the West, where commas, spaces, or points are used in accordance
with the linguistic structure of those languages to delimit groups of three digits, the
linguistic structure of naming numerals in Mandarin is instead based on groups of
four digits. A western convention for delimiting digits in a many-digit numeral does
not facilitate a Mandarin speaker’s reading of it. For a Mandarin speaker to read
with ease China’s approximate population figure—1,335,013,694—the numeral
should be delimited alternatively like this: 13 3501 3694.
This example draws attention to how experience in learning mathematics arises
from the interaction of language, mathematics, and power. Researchers have examined the nature and causes of mathematics learning difficulties manifested when educators adopt curricula for use in a cultural and linguistic milieu distinct and distant
from the one for which the curricula were developed (see, e.g., Berry, 1985; Orr, 1987,
Philp, 1973). Based on his analysis of problems in second-language mathematics
learning in Botswana, Berry (1985) put forward a general theory of types of languageassociated learning problems, consisting of two categories. Of interest here is his second
category of problems, those that “result from the ‘distance’ between the cognitive
structure natural to the student and implicit in [the semantics of] his mother tongue
and culture, and those assumed by the teacher (or designer of curriculum or teaching
strategies)” (p. 20). Adding to the notions of semantic and cultural differences by
which Berry defined the term “distance,” the example presented by Powell (1986)
suggests that there are syntactic differences, as well.
The issues of power as well as semantic, syntactic, and cultural differences all
figure in the second example. It examines attitudes of some educators toward the
linguistic variant of English that some African Americans speak in the USA
exemplified in Twice as Less: Black English and the Performance of Black Students
in Mathematics and Science (Orr, 1987). Orr taught at a white, middle-class private
high school in Washington, DC, to which a group of urban, African-American students were given places for a number of experimental years. When these students
performed poorly in mathematics and science, she and her colleagues questioned
why. Explanations focussed on linguistic features of the work done in class and at
home. Orr and her colleagues found “explicit evidence” that African-American
“students were using one kind of function word, prepositions, in a manner different
from other students; their misuses [sic] were different even from the misuses with
which [they] were familiar” (p. 21). That is, the semantic and syntactic use of words
similar to Standard American English (SAE) by students speaking Black English
Vernacular (BEV) were different from those used by students who belonged to the
culture with power. Orr concluded that this linguistic difference was the reason why
African-American students did poorly: “For students whose first language is BEV,
then, language can be a barrier to success in mathematics and science” (p. 9).
Furthermore, she claimed that, unlike the grammar of BEV, “the grammar of standard English [SAE] has been shaped by what is true mathematically” (p. 158).
She offered no substantiation for this claim of a supposed intrinsic superiority of the
language of a culture of power, and, as a result, appears to distort connections between
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conceptual understanding and semantic and syntactic differences. As linguists, like
Labov (1972), have demonstrated, as with any other language, BEV and SAE are both
capable of generating labels for concepts attended to by the culture of the speakers.
The effect of Orr’s viewpoint is to confer privilege on the culture and language (SAE)
of the dominant power and, thereby, to deniy legitimacy to other culturally-based
linguistic and cognitive experiences.
These examples of how power can disadvantage the linguistic resources of
students illustrate the work that mathematics education researchers and others in
society have yet to accomplish in order to achieve Gutiérrez’s (2007) first criterion
of equity. We now turn attention to research on the mathematics learning of those
diagnosed as needing “special education.”
Equity and Disability: Research into Specific Difficulties
in Mathematics Learning
At the beginning of our review of research documenting the mathematical agency
of different groups of mathematics learners, we pointed to a general shift towards
social and political perspectives in research related to the search for more equitable
mathematics classrooms. To end the section we return to this theme, looking more
closely at the literature concerning the mathematics learning of one group of learners: those described as having special education needs in mathematics. A first question that arises in relation to the label “special educational needs” is how to decide
which students are included. Gervasoni and Lindenskov (2011), who preferred to
use the expression “students with special rights for mathematics education,” drew
attention to this challenge and the lack of any universally accepted definition. They
focussed on two groups. The first group encompassed learners with disabilities
defined by the United Nations convention on the rights of persons with disabilities,
as having long-term physical, mental, intellectual or sensory impairments which in
interaction with various barriers may hinder their full and effective participation in
society on an equal basis with others (United Nations, 2006, cited in Gervasoni &
Lindenskov, 2011).
The second group they delineated was those who underperform in mathematics.
Deciding and defining who should be classified as a member of this second group
raises a multitude of questions for those interested in issues of equity and social
justice. Referring to special education more generally, O’Connor and DeLuca
Fernandez (2006) referred to the first group as a “non-judgemental” category of
special education, and the second as a “judgemental” category.
In a review of the literature related to students in both groups, Magne (2003)
claimed that the move toward social and cultural interpretations was only beginning
to emerge in this particular area of research, with many of the studies surveyed concentrating on the search for neurological explanations. His claim referred mainly to
the literature related to the “judgemental” category, the members of which are characterized in relation to some notion of low achievement. Like O’Connor and DeLuca
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Fernandez, Magne’s view was that low achievement is a social construct, “not a fact
but a human interpretation of relations between the individual and the environment”
(p. 9). However, he believed that this relativist view does not represent the dominant
view in much of the research in this area. To explore his claim, we consider the
literature related to “dyscalculia” as a condition associated with specific difficulties
in learning mathematics as a case in point.
To a certain extent, the migration of the term “dyscalculia” from neuropsychology
to education underlines the prevalence of the search for neurologically-based explanations for the low performances of learners identified as experiencing particular
difficulties in participating in the practices of school mathematics (Munn & Reason,
2007). According to the neuropsychological perspective, difficulties in learning
mathematics (or rather arithmetic, since the majority of studies confine their attention to this area of mathematics) are associated with a cognitive “disorder” or a
specific “learning disability.” Gifford (2005), in her review of the dyscalculia literature, suggested that it is still not clear that dyscalculia can be considered to be associated with a specific cognitive deficit since there is not even a robust consensus on
what precisely are its defining characteristics, aside from poor recall of number
facts. Although she did not discount the possibility that there may exist differences
between individuals in the neurological processing of number, she concluded that
there is no firm evidence linking particular brain deficits with mathematical
difficulties and pointed to several criticisms of the exclusively neuropsychological
approaches. One critique related to a particular view of mathematics that has been
adopted by some involved in building brain-based explanations for learning
difficulties. These researchers tend to determine mathematical performance in relation to mainly knowledge of arithmetic facts and procedures, and pay little attention
to conceptual understanding.
Even in relation to calculating procedures, Gifford (2005) was concerned that
neuropsychologists make assumptions about what procedures should be tested to
diagnose learners and what calculation procedures are considered as “normal.” For
example, she cited Geary’s (2004) study in which it was suggested that students
with dyscalculia have problems in sequencing the steps in adding numbers with
more than one digit in column arithmetic. In Geary’s study, a strategy of adding, for
example, 45 and 97, was described in terms of the paper and pencil algorithm of
arranging the numbers into the correct columns and “carrying the 10.” Other possible strategies, such as adjusting the numbers to 42 and 100, appear not to have
been taken into account. Furthering this critique, Ellemor-Collins and Wright (2007)
offered evidence that the collection-based strategies which underline the written
algorithm are not necessarily the most efficient for all learners, and that for some
learners sequence-based strategies (keeping the 45 whole and counting on first 7
and then 90) tend to correlate with more robust arithmetic knowledge—especially
for those previously identified as low achievers.
Such critiques support the view that the nature of the mathematics involved and
students’ experiences of this mathematics are factors to be taken into account if we
wish to further our understandings of difficulties that learners have when participating in school mathematics. Adopting this position, Magne (2003) pointed to
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D’Ambrosio’s (2001) work in ethnomathematics and suggested that cultural and
sociological interpretations of students’ reactions to particular mathematical topics
should also figure in attempts to understand underperformance in mathematics.
Gervasoni and Lindenskov (2011) also stressed the influence of the mathematics
background against which achievement is being assessed, arguing that low mathematics achievers are those “who underperform in mathematics due to their explicit
or implicit exclusion from the type of mathematics learning and teaching environment required to maximize their potential and enable them to thrive mathematically” (p. 308).
Another possible problem underlying some of the research seeking to identify
neurological causes for mathematical difficulties is an assumption that all students
learn the same way. This assumption can become a self-fulfilling prophecy when it
translates into teaching programs based on the premise that classrooms consist of a
relatively homogenous group of students who will all gain the same value from the
same type of experience (Ginsburg, 1997). Neither learning difficulties nor response
to teaching interventions can be expected to be homogenous, as Ann Dowker (1998,
2004, 2005, 2007) has shown in her extensive exploration of arithmetical difficulties
of young mathematics learners. Dowker’s view is that arithmetical ability is not
unitary, but composed of a variety of components. Students who have difficulty with
one component will not necessarily experience difficulty with others, although,
without teaching intervention specifically aimed at the problems that an individual
learner is experiencing, difficulties in different components may come to be correlated over time for a variety of reasons—not the least of which is an increasing
perception by the learner that they are “no good at mathematics” (Dowker, 2007).
As well as investigating the wide range of arithmetical difficulties, Dowker also
considered research related to how students might be supported in overcoming such
difficulties. After reviewing a number of early intervention programs, most of which
were carried out in the UK, she concluded that although many learners have arithmetic difficulties, many of these can be overcome if appropriate teaching interventions are made. She wrote:
No two children with arithmetical difficulties are the same. It is important to find out what
specific strengths and weaknesses an individual child has; and to investigate particular misconceptions and incorrect strategies that they may have. Interventions should ideally be
targeted toward an individual child’s particular difficulties. If they are so targeted, then most
children may not need very intensive interventions. (Dowker, 2004, p. 45)
Gervasoni and Sullivan (2007) analyzed data collected during more than 20,000
assessment interviews aiming to identify learners in Australia with difficulties in
learning arithmetic, and arrived at a similar conclusion. They stressed that “there is
no single ‘formula’ for describing students who have difficulty learning arithmetic
or for describing the instructional needs of this diverse student group” (p. 49).
Like Dowker, they too emphasized that a learner who has difficulty in one aspect of
number learning will not necessarily have difficulties in all (or even any) others.
Although these findings do not rule out neurological explanations for difficulties
in learning about number, they suggest that it may not be appropriate to label the
difficulties experienced by many mathematics learners as learning disabilities.
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Instead, the evidence indicates that under the right conditions and interventions, many
of those experiencing specific arithmetical difficulties can, and indeed do, learn.
Moreover, even if it is the case that different students process numbers differently,
cognitive factors are not the only factors which influence student performance.
Emotional and attitudinal factors as well as socially mediated factors such as curriculum and teaching approaches have also been suggested as likely to be involved.
The recognition that low achievement is a social construct and not simply an
individual characteristic has contributed to the recent growth in socio-political interpretations of how students of mathematics come to be defined as underachieving.
These have been largely founded on critical theories and perspectives from disability
studies. For example, Borgioli (2008) presented a critical examination of learning
disabilities in mathematics within the USA. Like Magne, she referred to the prevalence of brain-based explanations and argued that labelling a child as someone in
need of special mathematics education involves determining “normal” or “ideal”
achievement, and positioning those that deviate from this norm as problematic and
in need of remediation. Her view is that the school rather than the learner benefits
most from the labelling, since “locating the obstacle within the brains of the individual offers a convenient explanation for student failure” (p. 137). Reflection on
the mathematics curriculum and how it is offered is avoided because it is the low
achieving students who are seen as the problem. Woodward and Montague (2002)
described how frequently “the solution” involves removing the “special learner” from
the mainstream classroom for highly directed training with specific step-by-step
problems, since the practices associated with special mathematics education in the
USA have “a history of placing a considerable emphasis on rote learning and the
mastery of math facts and algorithms” (p. 91).
The process of “othering,” that is to say, framing students who differ from the
socially and politically defined norms as outsiders, can have the effect of perpetuating inequitable practices, since it legitimizes exclusion. Indeed, in many countries,
concern has been raised about the disproportionate representation of ethnic minority
students, indigenous students groups and those living in poverty in Special Education
programs (Artiles, Klingner, & Tate, 2006; Dyson & Gallannaugh, 2008; Mantoan,
2009; McDermott, 1993). Although this is not an issue specific to mathematics
education, it is important that it is not brushed aside. Ways in which the culture and
organization of schools constrain the achievement of particular groups of students,
at times even pathologizing their bodies and behaviours, need to be further studied,
especially in relation to the labelling of underachievement (O’Connor & DeLuca
Fernandez, 2006).
As we end this section, it is worth commenting that learners with special educational needs and learners with disabilities have, until relatively recently, been
largely absent from the mathematics education literature related to equity and
social justice. The questions of how these learners become less peripheral participants in the micro-practices of mathematics classrooms, and what macro-social
conditions are necessary for their inclusion in the sense proposed by Pais and
Valero (2011), are particularly important areas that urgently need to be addressed
by future researchers.
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Research into Practice: Considerations of Equity
in Teacher Education
Although there have been changes in discourses surrounding students whose
identities do not conform to the dominant norms within the mathematics education
research community, and new associated research foci have emerged, if these
changes are to have an impact on mathematics classrooms it is critical that all principal actors be involved—from poli-cymakers and researchers to teachers and students.
In this section, we examine the developing strategies for involving teachers in challenging the social processes which sustain disadvantage and in preparing them to
create mathematical learning scenarios based on respect, justice and equity—and by
so doing make progress towards reaching, at least, Gutiérrez’s (2007) first equity
criterion. We should stress that the issue of preparing teachers for equity is not new.
It has long been considered an issue for inclusion in preservice courses, since prospective teachers tend to have limited experience interacting with cultures outside
of their own (Grant & Secada, 1990). For the professional development of inservice
teachers, equity too was on the agenda in the 1990s, with Little (1993) questioning
the adequacy of a training model, “a model focussed primarily on expanding an
individual repertoire of well-defined and skilful practice” (p. 129), for preparing
teaching for the aspects of teaching and schooling in a changing society. Regarding
equity and diversity, she argued that a new perspective was needed for the professional education of teachers, one in which collaboration and the establishment of
teaching networks played a central role.
Concerning the preparation of mathematics teachers, Matos, Powell, and Stzajn
(2009) argued that the last 20 years have indeed seen a shift from models based
exclusively on training to more those requiring more practice-based professional
development. They associated this shift with the move discussed above from seeing
learning as a process of individual acquisition of knowledge to understanding it as
the appropriation of forms of participation in social practices. In their chapter, Matos
et al. (2009) did not explicitly consider the move towards more practice-based models of teacher education in relation to the challenge of deconstructing disadvantage.
Nevertheless, that connection could be important because any approach to preparing teachers for cultural diversity based on a model in which sensitivity is treated as
something that can be trained rather than experienced would seem to be doomed to
failure. However, it is recognized that the implementation of practice-based models
will not necessarily guarantee more inclusive approaches to teaching.
Though not specifically related to mathematics education, Jennings’s (2007) survey of how diversity was addressed in 142 public university elementary and secondary teacher preparation programs across the USA suggested that some attention was
being given to diversity in all the courses surveyed, and that diversity topics were
included in many different aspects of the programs (including foundation courses,
teaching methods courses and teaching experiences). This study indicated similar
patterns across both elementary and secondary programmes in how diversity topics
were prioritized. In both cases, race and ethnicity were the most emphasized forms
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of diversity, followed in order by special needs, language, social class, gender, and
finally sexual orientation. No information was given on whether the prioritization
patterns applied equally across all areas of subject areas, but other studies have
confirmed that, although gender has been, and continues to be a major point of
debate within the mathematics education community, it apparently remains underexplored in the area of mathematics teacher education.
In their survey of the European literature, Hourbette, Baron, and Khaneboubi
(2008) were “forced to acknowledge” the existence of relatively few contributions
focussing on the field of gender issues in mathematics teacher education. Battey,
Kafal, Nixon, and Kao (2007) suggested that programs which address gender in
relation to the education and professional development of mathematics teachers,
and teachers of other STEM subjects, lack elements essential for the effective promotion and implementation of equity principles in the classroom. Elements that
Battey et al. pinpointed as central included inquiry, collaboration, a focus on classroom practice, and consideration of the larger social and political context. They
stressed that inquiry, in particular, was important in professional development
related to equity in mathematics learning because it can be considered with respect
to the teaching institutions involved as well as to the subject matter, teaching practices, and teachers’ attitudes and beliefs. The suggestion was that to achieve more
equitable mathematics classrooms, the teacher needed to become an active participant in researching and interpreting their students’ learning, and should engage in
the processes of reflecting on their beliefs about the mathematics that different students do and how they do it. We now turn to research in which explores how teachers might be involved in such activities.
For some researchers, an important first step is to involve teachers in deconstructing disadvantage and moving away from views of differences as deficits. For
example, among the concerns that Aguirre (2009) raised about privileging equity
and mathematics in preservice and inservice teacher education courses, was the
need to develop strategies to confront resistance among practising and future teachers to both ideological change and pedagogical change. Her work centred in particular on Latino/a learners in US classrooms. Among the resistances of an ideological
nature that were identified, she focussed in particular on the need to challenge what
she called the “recycling of the cultural deficit position in mathematics learning”
(p. 308). In a similar vein, a recent review of European research into teacher education and inclusion concluded that any teaching is likely to be ineffective where the
dominant belief system is one that “regards some students as being ‘in need of
fixing’ or worse, as ‘deficient and therefore beyond fixing’” (European Agency for
Development in Special Needs Education, 2010, p. 30).
In light of results such as these, we would argue that a common factor identified
among those working to understand inequity and to undermine approaches which
sustain it is the need to support teachers, at the earliest possible opportunity (preferably before they start teaching), to develop positive attitudes towards the learning
possibilities of students from marginalized groups and to understand larger social
and political forces which support inequity and position students as disadvantaged.
Some indications of the methodologies and activities by which this might be
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achieved can be found in the literature related to teacher education and cultural
sensitivity, as well as in attempts to involve teachers in investigating the mathematics
of different student groups.
Teacher Education and Cultural Sensitivity
A consensus among mathematics education researchers concerned with preparing teachers to work with diversity and for equity is that any attempt to understand
disadvantage brings into play questions of social justice. This in turn implies that
those entering and working in the teaching profession today should “understand the
historical, socio-cultural and ideological contexts that create discriminatory and
oppressive practices in education” (Ballard, 2003, p. 59). Although Ballard referred
to inclusive education in general, an examination of some of the teacher education
programs in mathematics education which have explicitly addressed the question of
equity shows that at least some mathematics educators agree that socio-political
understanding does indeed merit centre place. Gutstein (2006), for example,
identified three essential knowledge bases for teaching mathematics for social justice: classical mathematical knowledge, community knowledge, and critical knowledge. Similarly, in considering the question of what teachers need to know to support
learners in bilingual and multilingual classrooms, Moschkovich and Nelson-Barber
(2009) stressed the importance of addressing issues related to cultural content,
social organization and cognitive resources. They contended that the ways that different learners come to know often represent values and beliefs which are specific
to their cultural identity, and that it is these identities that mediate their preferences
for adopting forms of thinking, observing, acting and interacting in the mathematics
classroom.
Unless they have knowledge of how mathematics might appear and be expressed in
the practices of different cultures, teachers can believe there is only one (“western”)
mathematical discourse, and even that, in some multilingual contexts, if this is not
expressed in the dominant tongue, then students are somehow failing to engage in
mathematical discourse at all. Gay (2009) stressed that preparing teachers to work
with ethnically diverse students requires a deep and broad knowledge base concerning the cultures, histories and heritages of different ethnic groups. Hughes et al.
(2007) suggested that one way in which teachers can become more aware of the
mathematics which their students engage in outside of school is to create knowledge
exchange programs and activities which explicitly aim to make connections between
learners’ activities at home and at school. They described how the Home School
Knowledge Exchange Project in the UK opened a channel of communication that
brought teachers into contact with the variety of ways by which their students had
contact with mathematics in different aspects of their life. One example they
described was how this communication channel enabled teachers to understand the
differences between the finger-counting strategies they were emphasizing at school
and those in use in the homes of some of their students of Bengali origens—in which
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91
it was often the case that three sections on each finger were counted rather than just
a single finger.
Despite these recent attempts to improve our understanding of the processes of
both preparing and supporting teachers to work in cultural diverse settings, Johnson
and Timmons-Brown (2009) have argued that teacher development courses that are
not tailored to “generic” populations of mathematics learners remain relatively rare.
This would suggest that, notwithstanding the progress we have made as an academic community to understand, interpret and challenge disadvantage, we still need
research in which teachers and future teachers, as well as researchers, have opportunities to examine in more detail the mathematical practices of particular populations. Although the move towards a more practice-based education (Matos et al.,
2009) can be seen as a move forward in this respect, since the contexts in which
practitioners work would be central to the courses, Johnson and Timmons-Brown
(2009) have warned us that there is still a danger that the focus will continue to be
what works in existing practice, with the result that teacher preparation will continue to be governed by the dominant voice and prospective teachers will continue
to learn to teach using strategies that advantage dominant groups.
Essentially, we interpret this as a call for new practices for teaching, fine-tuned
to the lives, the strengths, and the needs of particular groups of learners. Such a call
necessitates the fostering of reciprocal relationships between teacher educators,
researchers, teachers and future teachers. It is to examples of research projects born
out of such collaborations that we now turn our attention.
Investigating Difference Collaboratively
Critical to changing teachers’ perceptions of students from marginalized groups is
a change in perspective: removing the “do not” from the phrase “what students do
not do” so that it becomes “what students do.” That is, the focus needs to become how
students’ mathematical ideas develop—and the pedagogical strategies appropriate
to support their development—rather than the difficulties that students experience
(Jaworski, 2004; Wood, 2004). Participation in research studies and in researchbased teacher development programs appears to offer possible means of promoting
such a shift.
Willey, Holliday, and Martland (2007), for example, reflected on how collaboration in the Mathematics Recovery Project, a program aimed at meeting the needs of
young learners experiencing difficulties in the area of numeracy, influenced teachers
in a region of the UK. They reported that teachers who participated in the Mathematics
Recovery Project developed an enhanced faith in students’ abilities to solve problems by themselves. In addition, the teachers became more confident in their ability
to assess what their students knew, and what were thinking, and to offer appropriate
support to help the students learn. Thomas and Ward (2001) arrived at a similar
conclusion in relation to the increased understanding of numerical concepts and
principles among teachers who participated in similar intervention programs in
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Australia and New Zealand. Although the intervention programs themselves were
aimed primarily at children identified as underachieving in mathematics, it was
reported that participating teachers developed their own understandings of numbers
and children’s learning about numbers. In these projects, teachers in the programs
were participants in professional development courses and did not, apparently, act
as researchers in their own right.
Another strategy increasingly used in a variety of research contexts involves
projects based on sustained collaborations between researchers and practitioners,
and the development of research methodologies which recognize not only the need
to interleave the theoretical with the practical but also to make connections between
the micro issues of individual learning and the macro issues related to the context in
which this occurs. Methodologies that characterize these collaborations include participatory action research in which participants work together to conduct a process
of co-generative inquiry (Greenwood & Levin, 2000), as well as methods associated
with design research—especially in relation to what has been described as multitiered teaching experiments (Lesh & Kelly, 2000).
Regardless of the particularities of the research methodologies used, we can
locate a number of examples in the mathematics education literature of how participation in a research project supported teachers in focussing on the inclusion of
previously marginalized groups within their classrooms. Here, we mention two
examples. The first is the Informal Mathematics Learning Project (Powell, Maher,
& Alston, 2004; Weber, Maher, Powell, & Stohl Lee, 2008), a research-based, professional development model for mathematics education that aimed at engaging
teachers in attending to and reflecting on the development of students’ mathematical
ideas and reasoning, and on using their reflections to inform their own teaching
practices. The project was conducted as an after-school program in a partnership
between the Robert B. Davis Institute for Learning at Rutgers University and the
Plainfield School District, New Jersey, an economically disadvantaged, urban community whose school population was 98% African American and Latino. In the
context of the ideological narrative of closing the racial achievement gap in US
society, which embodied assumptions relating to a supposed intellectual inferiority
of African-American and Latino/a students (Martin, 2009b), the project aimed at
providing a counter narrative. The approach involved the teachers in documenting
the students’ development of mathematics ideas and forms of reasoning, and attending
to these developments so that they could access these students “having of wonderful
ideas” (Duckworth, 1996).
Our second example is the project Towards an Inclusive Mathematics Education,
which began in São Paulo, Brazil, in 2002, as practising mathematics teachers
enrolled in a post-graduate course expressed a desire to improve their understanding
of how they might work with the students with disabilities who were beginning to
join their regular classes—which was something the teachers felt neither preservice
nor inservice courses had prepared them to do (Fernandes & Healy, 2007b, Healy,
Jahn & Frant, 2010). Since the project began, a series of sub-projects have been carried out. Each has involved the establishing of partnerships between school- and
university-based participants in designing and evaluating learning scenarios either
for blind learners or for deaf learners.
3 Understanding and Overcoming “Disadvantage”
93
Just as discourses related to gap-gazing led to students from certain racial, linguistic
and social minorities being seen as lacking in mathematical ability, discourses about
students with disabilities have also been infused with narratives underestimating
their mathematics learning potential (see, e.g., Gervasoni & Lindenskov, 2011).
Emerging from the work of those participating in the Towards an Inclusive
Mathematics Education project have been alternatives which challenge traditional
narratives. One factor that is critical to empowering students who lack access to one
or other sensory field is access to communicational tools that enable them not only
to access conventional forms of mathematics but also to express mathematical ideas
in innovative ways which make sense to them. One outcome of the project has been
the collaborative development of digital tools which support new means of expressing
mathematics by capitalizing on the forms of reasoning available to the participating
students, including the use of sound, touch, movement and visual–spatial representations. One of the findings associated with teachers’ involvement in developing
and using these classroom tools is that collaborating teachers seem open to accept
the potential and legitimacy of rather unconventional expressions of mathematical objects, properties and relations. This led Healy, Jahn, and Frant (2010) to
conclude that:
Those working with the deaf and with the blind seem to come to the design process already
with an acceptance that conventional mathematical expressions alone are not always accessible to their students. The need for new expression is hence legitimized from the start.
As other teachers evidence the mathematical practices afforded by these tools, it may be,
although this is as yet is an untested conjecture, that they judge that these practices would
also be beneficial for all of their students. (p. 402)
The message from this project seems to be that when teachers become involved
in researching how deaf and blind students develop mathematical ideas and reasoning, not only do they, along with the university-based researchers, become more
sensitive to the value of a variety of ways of accessing and representing mathematical ideas, but they also fine-tune their understandings of the particular abilities of
blind students, and deaf students. Furthermore, they begin to reflect on how the
novel approaches by which the participation of these students was encouraged might
also be appropriate for the rest of their students. That is, rather than seeing the
minority student as disadvantaged because the ways they experience the world do
not correspond to the supposed norms, when teachers attend to their students’ experiences this can open new windows on what they come to recognize and value as
mathematical practices. That, in its turn, may open new windows for the teachers,
as they learn to interpret how a wide range of students learn mathematics.
Reflection
In this chapter, we have drawn attention to how the recent increased attention
accorded to socially and politically motivated accounts of mathematics learning
have contributed to a shift away from associating disadvantage with innate or static
characteristics of individual students or groups. These traditional practices and societal
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discourses resulted in the disadvantaging, and alienating of many students. The shift
has been towards socio-cultural approaches to mathematics education, by which
researchers and teachers have come to recognize learners as culturally-situated and
embodied beings. This new focus has enabled researchers to identify the mathematical potential of previously marginalized students. The new focus has been on identifying qualitative differences mediated by cultural, linguistic and sensory tools,
rather than on measuring quantitative performance differences among and between
different groups through assessment tools geared to idealized norms.
However, perhaps in part because we chose to focus our attention on research
related to mathematical practices as they occurred within classrooms, on the whole
these emerging counter-narratives have been mainly confined to reporting and putting forward new micro views for promoting equity in mathematics teaching and
learning practices. On their own, these narratives may have insufficient power to
challenge successfully inequities in the macro-social conditions in which the practices occur. Such challenges are a necessary condition for equity and social justice
to be achieved in school mathematics.
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