SEQUENCED BENCHMARKS FOR K–12 MATHEMATICS Regional Educational Laboratory Contract #ED-01-CO-0006 Deliverable #2004-02 Prepared by John S. Kendall Keri DeFrees Jill Williams © 2004 McREL This document has been funded at least in part with federal funds from the U.S. Department of Education under contract number ED-01-CO-0006. The content of this publication does not necessarily reflect the views or policies of the Department of Education nor does mention of trade names, commercial products, or organizations imply endorsement by the U.S. Government. TABLE OF CONTENTS PREFACE......................................................................................................................................iii INTRODUCTION..........................................................................................................................1 Source Documents......................................................................................................................1 Method........................................................................................................................................2 How This Document Can Be Used.............................................................................................5 SEQUENCED BENCHMARKS Communication 1. Communicating about Mathematics.................................................................8 Properties/Concepts of Numbers 2. Exponents/Logarithms/Roots............................................................................9 3. Fractions..........................................................................................................10 4. Integers............................................................................................................11 5. Ratio/Proportion/Percent.................................................................................12 6. Whole Numbers – Procedures........................................................................13 7. Whole Numbers – Relationship......................................................................14 Computation 8. Addition/Subtraction – Processes...................................................................15 9. Addition/Subtraction – Properties and Order of Operations...........................16 10. Multiplication/Division...................................................................................17 Measurement 11. Basic and Linear Measures.............................................................................18 12. Perimeter/Area/Volume..................................................................................19 13. Units of Measurement.....................................................................................20 14. Volume and Capacity......................................................................................21 15. Weight and Mass.............................................................................................22 Geometry 16. Lines and Angles.............................................................................................23 17. Motion Geometry............................................................................................24 18. Shapes and Figures.........................................................................................25 Data 19. Data Organization and Display – Methods.....................................................26 20. Data Organization and Display – Reading and Interpretation........................27 21. Data Collection and Sampling........................................................................28 22. Data Distribution ............................................................................................29 Probability 23. Likelihood/Chance/Certainty..........................................................................30 24. Reasoning and Predicting from Data..............................................................31 i Algebra 25. Graphs and Graphing Systems – Correspondence to Algebra........................32 26. Graphs and Graphing Systems – Solving Problems.......................................33 27. Equations and Inequalities – Representation..................................................34 28. Equations and Inequalities – Solving Problems..............................................35 29. Expressions.....................................................................................................36 30. Patterns............................................................................................................37 31 Variables.........................................................................................................38 BIBLIOGRAPHY.........................................................................................................................39 ii PREFACE This report is one in a series of reference documents designed especially to assist those who are directly involved in the revision and improvement of content standards. It presumes a basic understanding of the purposes for standards and the process of standards review. It is important to note that it is intended to be a desktop reference as opposed to a practical guide. Readers desiring more background and context for the work described here may wish to consult A Technical Guide for Revising or Developing Standards and Benchmarks (Kendall, 2001). This report presents mathematics benchmarks organized into instructional sequences by topic. Each sequence is based upon an analysis of the order of content as it appears among a set of highly rated state standards. This report does not assign content to specific grades or recommend that content be taught at specific grades; however, each item within a sequence includes information on the grades at which that content is found within the state standards documents analyzed. The report is intended to inform and guide state or district curriculum directors or others who, starting from content that is placed within broad grade bands, need to assign specific grades to benchmarks or objectives. Alternatively, those who have benchmarks or objectives already placed at specific grades may wish to compare the sequence of content outlined in this report in order to confirm the commonality of that sequence. Teachers may find the sequence of content useful for organizing instruction. iii INTRODUCTION At the beginning of the standards movement in the early to mid 1990s, most states delineated the content of standards as benchmarks or objectives for a range of grades, such as K–4, 5–8, and 9–12. As states have revised their standards, usually as part of an established review cycle, they have described them in narrower grade ranges, for example, K–2, 3–5, 6–8, and 9–12. Some states have taken this process a step further by describing content for each level from kindergarten through grade 8. A significant number of states, however, still do not provide such grade-by-grade distinctions in standards. This lack of grade-level benchmarks or objectives provides districts with some freedom to define the local curriculum yet, for many districts, it also presents an immediate problem. In order to implement standards, districts must find a way to translate these grade-range benchmarks into meaningful benchmarks or objectives for day-to-day schooling at specific grades. Unfortunately, there has been little guidance available to districts as they undertake this process. Documents in each subject area produced by national professional organizations might be considered the highest authority in this regard, but none provides grade-by-grade recommendations. It seems likely that these organizations were deterred by the lack of research that guides the placement of content at specific grade levels. In addition, many organizations avoid the assignment of content to a grade because it is likely to be seen as overly prescriptive. Yet, the problem for a school district remains. In most schools, content must be assigned to a specific grade because it must be taught at a specific grade. Although it seems likely that there will never be adequate research to support the assignment of specific content definitively to a specific grade, we can infer that the sequence of content in state standards documents reflects the authors’ beliefs about how the ideas and skills that students learn in different grades and topics depend on and support one another. To assist educators in the development of grade-by-grade benchmarks in mathematics, this report presents information about the sequence in which knowledge and skills appear in a small set of mathematics documents that have been highly rated by a number of national organizations. The method employed here, and discussed in detail below, entails the analysis of exemplary standards documents for patterns of content sequence by three individuals, and the review of the established content sequences by two reviewers experienced in mathematics instruction. This method has been used previously by Mid-continent Research for Education and Learning (McREL) to identify the sequence of content in the English language arts (Kendall, Snyder, & Flynn, 2003) and science (Kendall, DeFrees, & Richardson, 2002). Users of the previous studies have reported that the sequencing information has been useful as a comparison with their state standards and as a help in developing district objectives. Teachers also report consulting the sequenced topics to help them organize instruction. SOURCE DOCUMENTS Three evaluation reports were used to help select the state standards documents analyzed in this study. One report was the American Federation of Teachers’ (AFT) Making Standards Matter (1998), which includes ratings of the state standards in terms of specificity and clarity. Another perspective on state standards was published by the Fordham Foundation in the report State Mathematics Standards: An Appraisal of Math Standards in 46 States, the District of 1 Columbia, and Japan (Raimi & Braden, 1998). Finally, the Council for Basic Education evaluated mathematics documents across the states in Great Expectations: Defining and Assessing the Rigor in State Standards for Mathematics and English Language Arts (Berman & Joftus, 1998). Although a variety of state standards documents have been highly rated for their mathematics standards, five state documents that were highly rated by all three organizations and that identify objectives at each grade level from kindergarten through 8th grade were selected as source documents for this analysis: • Utah’s Core Curriculum Standards: Mathematics (1994) • Mathematics Content Standards for California Public Schools (1990) • Mathematics Standards of Learning for Virginia Public Schools (1995, June) • Ohio’s Model Competency-Based Mathematics Program (1990, November) • West Virginia Programs of Study: Instructional Goals and Objectives (1995, June) Not since these ratings appeared in the mid 1990s has there been any comparable review of state standards documents by multiple organizations. Thus, in order to select standards documents for this report that are widely endorsed for their quality, we were limited to the documents reviewed in the mid 1990s, which are now some 10 to 15 years old. However, we believe that these documents fairly represent the current state of content standards in mathematics. This view is based on our continued familiarity with state standards over the last 10 years as we have conducted our own studies or reviews for state and district clients. For this sequencing study, we determined that it was preferable to select standards documents that were highly rated by multiple organizations, although somewhat dated, than to select documents that had been highly rated by only a single organization. METHOD In order to track mathematics content across these state documents, each of which varies somewhat in the content described, a uniform set of benchmarks was required as a basis for comparison. McREL’s online standards database was used for this purpose. The database, the online equivalent of Content Knowledge: A Compendium of Standards and Benchmarks for K– 12 Education (3rd ed.) (Kendall & Marzano, 2000), provides a synthesis of 137 standards documents representing 14 content areas. By using the benchmarks in this document as a basis for comparison, McREL analysts were able to track the presence or absence of mathematics content in each of the state documents in order to find content that was addressed in common. It should be noted that benchmarks in the Compendium were not used in the actual sequencing of content; they were merely used as a means for tracking and organizing the content of the five standards documents analyzed. On some occasions, in fact, benchmarks that appear in the same grade band within the Compendium — and thus indicate no preferred sequence of instruction — were found to have a preferred sequence of instruction based upon evidence from the state documents analyzed in this study. 2 An example can be found under the topic of “integers.” In the Compendium, the concept of the characteristics and properties of integers, as well as the concept of the role of positive and negative integers, appear in benchmarks at the 6–8 grade range; at this same level appears a benchmark regarding addition, subtraction, multiplication, and division of integers. In the course of our analysis, we found evidence that three states consistently address the first two topics in a grade prior to addressing the skills of addition, subtraction, multiplication, and division of integers. In order to uncover this sequence and many others like it, it was necessary to deconstruct the more broadly written benchmarks of the Compendium into their component parts, then combine those content elements that were found to be shared among the source documents and could be established in a sequence. In addition to identifying a set of benchmarks for comparison, it also was necessary to use a set of topics to help organize this information. A topic is a level of organization that is more specific than a standard, but more general than a benchmark. A topic names an idea that organizes a small collection of benchmarks or objectives. In McREL’s Compendium, several topics are commonly found within a standard, and each topic organizes two or more benchmarks (for a description of the process of topic development and samples in mathematics and language arts, see Kendall, 2000). The list of topics used here, organized by sub-discipline, is presented in Exhibit 1. The articulation of benchmarks under each topic in this report was based entirely on the presence of that content in the state standards source documents specified earlier. Each state document was reviewed for any sequence information it provided by topic. Sequence information is defined as the presence of a concept or skill in a grade that is topically related to another concept or skill at a higher or lower grade. That is, in any given document, two or more topic-related concepts must appear separated by at least one grade to be considered informative in the development of articulated content. Simply put, if two benchmarks addressing a given topic appeared in the same grade, it was inferred that the authors of the document did not consider the difference between content to be significant enough that the benchmark or objective should be addressed in separate grades. In such a case, the state document did not contribute information about the sequence of content. Thus, each articulation under a topic was established by sufficient evidence from the state standards documents. Closely related ideas beneath a topic often appeared at different grade levels in each of the standards documents, but as long as these ideas were presented in the same order in each of at least three documents, a sequence was established. For example, the idea that students should understand the defining properties of three dimensional figures was found in three of the standards documents at grades 6 or 7 (see Topic 18, Shapes and Figures). Four of the documents also addressed, at different grades, the concept that students should be able to predict and verify the effects of combining, subdividing, and changing basic shapes, yet each document introduced this concept prior to the grade at which it introduced the idea that students should understand the defining properties of three dimensional figures, thereby establishing a sequence of information. 3 Exhibit 1. Summary of Mathematics Topics Addition/subtraction Multiplication/division Analytic geometry Number systems Basic and linear measures Patterns Communicating about mathematics Perimeter/area/circumference Data collection and sampling Perimeter/area/volume Data distribution Permutations/combinations Data organization and display Precision/accuracy Decimals Problem-solving Equations and inequalities Proof and empirical verification Estimation Rate Experimental probability Ratio/proportion/percent Exponents/logarithms/roots Reasoning and predicting from data Expressions Representing problems Factors/multiples/primes Sequences and series Formulating/testing hypotheses Sets Fractions Shapes and figures Functions Similarity and congruence Graphs and graphing systems Solution strategies Integers Triangles Likelihood/chance/certainty Trigonometry Lines and angles Units of measurement Mathematical enterprise Uses of mathematics Mathematical reasoning Variables Mathematics, science, and technology Vectors Matrices Volume/capacity Measurement estimation Weight and mass Motion geometry/transformations Whole numbers/place value/numeration In other words, if the presence of sequenced content was established in any one document, the same relative sequence ⎯ that is, the sequence from earlier to later grade ⎯ had to be supported by at least two additional documents in order to be considered useful relative to the articulation of content within the topic. One additional requirement was established to ensure that the sequences were meaningful. If a sequence of content was found in the reverse order in any other standards document, it was removed from consideration. For example, one standards document anticipated that students should predict and verify the effect of combining, subdividing, and changing basic shapes in the grade prior to their understanding that shapes can be congruent or similar. Another standards document reversed the grade sequence; that is, students were first expected to understand that shapes could be congruent or similar in the grade before they were expected to be able to predict and verify the effect of operations on shapes. Because of this reversal of grades, no sequence of content was established, despite evidence of content sequence available from other states. 4 The product of this analysis across the standards documents is presented in 31 topic sequences. Each sequence represents the articulation of that aspect of a topic that was supported by evidence from state standards documents. There are 27 topics addressed in the 31 topic sequences because some topics involve more than one sequence to completely cover the associated content. For example, the topic of Addition/Subtraction has one sequence that addresses the process itself (Topic 8) and another that addresses knowing the properties and order of operations (Topic 9). It should be understood that each of the topics sequenced in this document has more benchmarks associated with it, both in the Compendium and in the state standard documents, than appear in this document. Only those benchmarks whose articulation could be supported by the state standards documents appear here. Similarly, there are many topics that are not articulated in this study because there was inadequate support from the state standards documents. Of the 54 topics identified for the mathematics standards in McREL’s standards database, approximately 57 percent could be presented in some sequence. The topics that could be sequenced in this report comprise 123 unique benchmarks. Readers should be aware that the content described in 100 benchmarks of McREL’s Compendium could not be sequenced using the methodology adopted for this study. The fact that this content could not be sequenced of course says nothing about its relative importance. For the benchmark content that could not be sequenced in this report, readers will need to employ other strategies to determine grade level placement (for a discussion of such strategies, see Kendall, 2001, pp. 16–19). This report will not be useful for helping to identify all the significant content in mathematics. For such a purpose, readers might consult the highly rated state standard documents listed above, or consult a synthesis of these highly rated documents (see Kendall, Snyder, Schintgen, Wahlquist, & Marzano, 1999). HOW THIS DOCUMENT CAN BE USED This collection of content sequenced by topic should prove useful for those districts and schools that seek to assign their state’s grade-range content to specific grades for instruction. It is quite likely that the topics in the pages that follow are addressed in nearly every state’s mathematics standards. Reviewing each topic in turn, users can compare the content to their own state standards document. Of first interest during such a review is whether all content identified in this study for a given topic also can be found in the state or district standards being compared. Users may likely determine that any content not found should be added to their own standards because this content is commonly found in highly rated documents. Once the scope of content for a topic has been reviewed, the content should be examined for grade placement. For this work, two kinds of information are available. First, the study indicates where content, in the form of benchmarks, appears in sequence relative to other content in the same topic across three or more states. Second, for each benchmark in a topic, the grade or grades at which that content is found in the state documents is also provided. 5