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ROUNDING UP: SEASON 1 | EPISODE 7 Today on the podcast, we're talking with Dr. Kendra Lomax from the University of Washington about a body of research called Cognitively Guided Instruction and the promise it holds for elementary educators and students. RESOURCES If you're interested in more on this topic, consider the following article for further reading: Cognitively Guided Instruction TRANSCRIPT Mike Wallus: Have you ever had an experience during your teaching career that fundamentally changed how you thought about your students and the role that you play as an educator? For me, that shift occurred during a sweltering week in July of 2007, when I attended a course on cognitively guided instruction. Cognitively guided instruction, or CGI, is a body of research that has had a massive impact on elementary mathematics over the past 20 years. Today on the podcast, we're talking with Dr. Kendra Lomax, from the University of Washington, about CGI and the promise it holds for elementary educators and students. Well, Kendra, welcome to the podcast. It's so great to have you on. Kendra Lomax: Well, thanks for having me. Mike: Absolutely. I'm wondering if we can start today with a little bit of background; part history lesson, part primer to help listeners understand what CGI is. So, can you just offer a brief summary of what CGI is and the questions that it's attempted to shed some light on? Kendra: Sure, I'll give it my best try. So, CGI is short for cognitively guided instruction, and it's a body of research that began some 30 years ago with Tom Carpenter and Elizabeth Fennema. And there's lots of other scholars that since then have kind of built upon that body of research. They really tried to think about and understand how children develop mathematical ideas over time. So, they interviewed and studied and watched really carefully what young children did as they solve whole-number problems. So, you may have heard about the book Children's Mathematics , and that's where you can read a lot about cognitively guided instruction and [it] summarizes some of that research. And they really started with whole-number computation and then have kind of expanded into areas like fractions and decimals, learning about how kids develop ideas about algebraic thinking, as well as early ideas around counting and quantity. Mike: Uh-hm. Kendra: So, there's a couple of books that are kind of in the CGI family. Young Children's Mathematics includes those original authors, as well as Nick Johnson and Megan Franke, Angela Turrou, and Anita Wager. That fractions and decimals work was really led by Susan Empson and Linda Levi. And then, like I mentioned, Thinking Mathematically is the text by the original authors that kind of talks about algebra. So, in all of those texts that summarize this research, basically, we're trying to understand how do children develop ideas over time? And Tom and Liz really set an example for all of us to follow in how they thought about sharing this research. They had a deep respect for the wisdom of teachers and the work that they do with young children. So, you won't find any sort of prescription in the CGI research about how to teach, exactly, or a curriculum. Because their approach was to share with teachers the research that they had done when they interviewed and listened to all of these many children solving problems, and then learn from the teachers themselves. What is it that makes sense to do in response to what we now know about how children develop mathematical ideas? Mike: I mean, it's kind of a foundational shift in some ways, right? It reframes how to even think about instruction, at least compared to the traditional paradigm, right? Kendra: Yeah, it's less a study of how best to teach children and really a study and a curiosity about how children bring the ideas that they already have to their work in the math classroom, and how they build on those ideas over time. Mike: Definitely. It's funny, because when I think about my first exposure I think that was the big aha, is that my job was to listen rather than to impose or tell or perfectly describe how to do something. And it's just such a sea change when you rethink the work of education. Kendra: Definitely. And it feels really joyful, too, right? You get to be a student of your students and learn about their own thinking and be really responsive to them in the moment, which certainly provides lots of challenges for teachers. But also, I think, just a sense of genuine relationship with children and curiosity and a little bit of joy. Mike: Definitely. So, I'm wondering if we could dig into a little bit of the whole-number work, because I think there's a bit that we were talking about with CGI, which is really the way in which you approach students, right? And the way that you listen to students for cues on what they're thinking is. But the research did reveal some ways to construct a framework for some of the things you see when children are thinking. Kendra: So, if you read the book Children's Mathematics , you might notice or recognize some of those ideas, because CGI is one of the research bases for the Common Core state math standards. So, when you're looking through your grade-level standards and you see that they're suggesting particular problem types, number sizes, or strategies that children might use, much of that is based on the work of cognitively guided instruction, as well as other bodies of research. So, it might sound familiar when you read through the book yourself. And what CGI helps reveal is that there's a somewhat predictable sequence: That young children develop strategies for whole-number operation for working with whole number computational problems. Mike: Yeah. Can you talk about that, Kendra? Kendra: Yeah. So, young children are going to start out with what we call direct modeling, where they are going to directly model the context of the problem. So, if we give them a story problem, they'll act out or model or show or gesture, to show the action of the problem. So, if it describes eating something (makes eating sounds), you can imagine, right, the action that goes along with eating? And we're all very familiar with it. So, they're going to show maybe, the cookies, and then cross out the ones that get eaten… Mike: Uh-hm. Kendra: …right? So, they're really going to directly model the action or relationship described in the problem. And they're going to also represent all the quantities in the problem, which is different. What they learn over time is to count on or count back. So, some of the counting strategies where they learn, "Gosh, I don't want to make all the quantities in this problem." It becomes too difficult, too cumbersome. And they learn that they could count on from one of the quantities or count back. So, in that cookie example, maybe there are seven cookies on a plate, and I have two of them for dessert, right? (makes eating sounds) They go away. So, in direct modeling, they're going to show the seven cookies. They're going to remove those two cookies that get eaten, and then count how many are left. Where in counting on—so they have had lots of experiences of direct modeling—they can say, "Gosh, I don't really want to draw that seven. I'm going to imagine the seven…" Mike: Uh-hm. Kendra: " …And I can maybe count backwards from there." Mike: So, like, 7, 6, 5. Kendra: Yeah. Right. So, I don't have to make the seven. I can just imagine it. And I keep track of those two that I'm counting back. Mike: That totally makes sense. And as a former kindergarten and first-grade teacher, it's an amazing thing to actually see that shift happen. Kendra: Right? And it's really specialized knowledge that teachers develop to pay attention to that shift. It's easy for everybody else to kind of miss it. But for teachers, it's a really important shift to pay attention to. Mike: I used to say to parents, when I would try to describe this, it's something that we almost aren't conscious of being able to do. But it's a gigantic step to go from imagining a quantity as a set of ones to imagining a quantity that is a number that you can count back from or count forward from. It's a gigantic leap. Even though to us, we've forgotten what big of a leap that was because it's been so long since we took it. Kendra: Yeah. That's one thing I love about studying children's mathematics, is, like, you get to experience that wonderment all over again… Mike: Uh-hm. Kendra: …in the things that we kind of, as adults, take for granted in how we think about the world. Mike: Yeah. I think you really clearly articulated the shift that kids make when they move from direct modeling, the action and the quantities, to that kind of shift in their thinking and also their efficiency of being able to count on or count back. Is there more to, kind of, the trajectory that kids are on from there? Kendra: There is , yeah. So, after children have had lots of experiences to direct model, and then learn to become more efficient with that, and counting on or counting back, then they might start inventing. We call them invented algorithms, which is a fancy way to say that they think about the relationship between quantities and start putting them together and taking them apart in more efficient ways. So, they might use their understanding of groups of 10, right? So, in that example, with the cookies—seven cookies and eating two of them—I might know something about the relationship with fives… Mike: Uh-hm. Kendra: …Five and two make a seven. So, they start to develop some sense of how numbers go together, and how the operations really behave. So, in addition, I can kind of add them in any order that I want to, right? So, we see these called in the Common Core standards, Strategies Based on Place Value, Properties of Operation, and the relationship between addition, subtraction, or multiplication, division. Mike: That's super helpful to actually connect that language in Common Core to what you might see, and how that translates into, kind of, what one might read about in some of the CGI research. Kendra: Right. It'd be lovely if we all had the exact same (laughs) names, wouldn't it? Mike: Definitely. One of the questions that I suspect people who might be new to this conversation are asking is, what are the conditions that I can put in place? Or what are the things that I might, as a teacher, be able to influence that would help kids move and make some of these shifts. Knowing that the answer isn't direct instruction. I could get a kid to mimic counting on, but if they're still really thinking about numbers in the sense of a direct modeler, they haven't really shifted, right? So, my wondering is, how would you describe some of the ways that teachers can help nudge children, or kind of set up situations that are there to help kids make the shift without telling, or… Kendra: (chuckles) Mike: …like, giving away the game? Kendra: Totally. Yeah. That's one takeaway that I'm always on the lookout for when people hear about CGI and this trajectory that's somewhat predictable. Mike: Uh-hm. Kendra: Let's just teach them the next strategy then, right? Mike: Right. Kendra: And what's important to remember is that these are called invented algorithms for a reason. Mike : Uh-hm. Kendra: Because children are actually inventing mathematics. It's amazing. Kindergartners are inventing mathematics. And so, our role is really to create the right opportunities for them to do that important work. And like you're saying, when they're ready for the next ideas that they're building on their existing knowledge, rather than us kind of coming in and trying to create that artificially. Mike: Uh-hm. Kendra: So, again, like, Liz and Tom really kind of taught us to be students of our students as well as students of teachers. Mike: Uh-hm. Kendra: So, what we've learned over time…some of the things that teachers have found really productive for supporting students to kind of move through this trajectory, to create increasingly efficient strategies, is really about thinking about carefully choosing the problems that we've put in front of students. Mike: Uh-hm. Kendra: So, paying attention to the context. Is it familiar to them? Is it reasonable for the real world? Are we helping kids see that mathematics is all around them. Mike: Uh-hm. Kendra: Paying attention to the quantities that we select. So, if we want them to start thinking about those relationships with five and 10, or as they get older with hundreds and thousands, that we're intentional about the quantities that we choose for those problems. Mike: Right. Kendra: And then, of course we know that students learn a lot from not just us, but their relationships and their discussions with their classmates. So, really orchestrating classroom discussions, thinking about choosing students to work together so that they can both learn from one another, and really just finding ways to help students connect their current thinking with the new ideas that we know are on the horizon for them. Mike: I would love for you to say a little bit more about number choice. That is such a powerful strategy that I think is underutilized. So, I'm wondering if you could just talk about being strategic around the number choices that you offer to kids. Can you say more about that? Kendra: Sure! It's going to depend on grade level, of course, right? Mike: Uh-hm. Kendra: Because they're going to be working with very different quantities early in elementary and then later on… One thing I would say, across all of the grade levels, is to not limit students whenever possible. So, sometimes we want to give problems that kids are really comfortable with, and we know they're going to be successful. But if I'm thinking of how they develop more efficient strategies, sometimes the growth comes in making it a little tricky. So, giving quantities that are just a little bit beyond where they're counting as young children, so they develop the need to learn that counting sequence. Or, as we're working with older students, if we know that particular multiplication facts are less familiar to students. Giving them that nudge by creating story context, where they can really make sense of the action of the relationship that's happening in it, but maybe choosing that times seven that we know has been tricky for kids, right? Mike: Yep. Kendra: So, I would just encourage people to not shy away from problems that we know pose some challenge to students. That's actually where a lot of the meat and the rigor happens. And, but then we also want to provide support inside of those, right? So, working with a partner. Mike: Definitely. Kendra: Or making sure they have access to those counting charts. That's one thing I would say across grade levels. Mike: Yeah. So, you made me think of something else. It's fascinating to have this conversation, Kendra, 'cause it reminds me of all the things that I had to learn over time. And I think one of the things that I'm wondering if you could talk a little bit more about is, the types of problems and how the problem that you choose for a given group of students might influence whether they're direct modeling or they're counting on or whether they're using invented algorithms. Because I think, for me, one of the things that it took a while to make sense, is that the progression isn't necessarily linear, right? Like, if I'm counting on in a certain context, that doesn't mean I'm counting on in…
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