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PHYSICAL REVIEW SPECIAL TOPICS - PHYSICS EDUCATION RESEARCH 9, 010121 (2013)

Supporting teachers who introduce curricular innovations into their classrooms:


A problem-solving perspective
Edit Yerushalmi and Bat-Sheva Eylon
Weizmann Institute of Science, Rehovot, Israel, 76100
(Received 19 February 2012; published 13 June 2013)
When classroom teachers introduce curricular innovations that conflict with their former deeply rooted
practices, the teachers themselves experience a process of change. One professional development
framework intended to support this change is the customization workshop, in which teachers coopera-
tively customize innovations to their own classroom contexts, reflect on the strengths and weaknesses of
classroom implementation, and refine their innovations. Two goals sometimes conflict in such workshops:
developing teachers skills as reflective practitioners (process) and maintaining crucial characteristics of
the original innovations (product). This paper explores how to meet both challenges using the insights
from a perspective that provides a striking parallel: developing expertlike problem-solving skills (process)
as well as conceptual understanding (product) in the physics classroom. We apply this perspective by
(a) characterizing an expertlike approach to pedagogical problem solving in the context of customization
workshops, (b) determining the nature of pedagogical problems best suited for developing such an
expertlike approach, (c) suggesting how to design customization workshops that support teachers to
develop an expertlike approach to pedagogical problem solving. In particular, we hypothesize that
applying cognitive apprenticeship in customization workshops in a manner similar to its application in
the teaching of expertlike problem solving in the physics classroom should effectively help teachers
approach the pedagogical problem of customization in an expertlike manner. We support our hypothesis
with an empirical study of three year-long cooperative customization workshops for physics teachers that
differed in terms of mentoring approach. We examined the questions (a) under which mentoring
approaches did teachers perform an expertlike pedagogical problem-solving process and (b) which
practices and perceptions emerged through execution of this process?

DOI: 10.1103/PhysRevSTPER.9.010121 PACS numbers: 01.40.J, 01.40.gb

I. INTRODUCTION reported that only 10% of high school physics teachers


said they had been impacted by physics education research
This paper takes a problem-solving perspective to exam- [22]. In a survey about the use of research-based instruc-
ine an especially challenging task commonly confronting tional strategies by physics faculty [23], it was found that
instructors: introducing curricular reforms into their class- most of the participating faculty were familiar with one or
rooms whose underlying approach to learning and teaching more instructional innovations. However, only about 50%
differs significantly from their former practices. The of the faculty members attempted to use them, and the
research-based curricula developed in the past two decades
innovations were rarely used as intended by the developers.
and designed, for example, to advance students expertlike
Experienced teachers who have already established a
problem solving in physics, their scientific practices, or
functioning and effective method of instruction in their
their conceptual understanding through peer discussion
classroom often hold the view that there is no need to
and guided inquiry [117] are good examples. These cur-
change their approach to instruction to comply with the
ricula commonly require instructors to leave behind their
recommended reform. They are suspicious of university
deeply rooted self-perceptions as knowledge providers and
researchers or teacher educators who do not share their
accept the role of coach [18,19].
constraints in the field. Likewise, they are wary of research
Despite the wealth of research findings showing the
results demonstrating the effectiveness of new curricula in
benefits of such innovations [20,21], and the availability
achieving learning goals [24]. Nevertheless, there is a drive
of a variety of instructional strategies and materials, these
instructional innovations have only been sparsely and inad- for change [25,26] that stems from the burnout that can
equately implemented. For example, it was recently motivate teachers to seek renewal and the unease some
teachers feel with regard to learning goals they know they
have not achieved.
Research has shown that even teachers who are con-
Published by the American Physical Society under the terms of
the Creative Commons Attribution 3.0 License. Further distri- vinced of the need to change traditional practices and
bution of this work must maintain attribution to the author(s) and views are immersed in a culture that reflects their former
the published articles title, journal citation, and DOI. practices [27]. Actualizing any change in practice requires

1554-9178=13=9(1)=010121(23) 010121-1 2013 American Physical Society


EDIT YERUSHALMI AND BAT-SHEVA EYLON PHYS. REV. ST PHYS. EDUC. RES. 9, 010121 (2013)

reestablishing classroom routines, sometime at the cost of teaching pedagogical problem solving, namely, developing
existing priorities. For example, the commitment to cover expertlike problem-solving skills (process) as well as con-
the material might conflict with the commitment to ceptual understanding (product). Nevertheless, drawing an
inquiry learning [18,19,28]. In addition, teachers have analogy between physics problem solving and the peda-
to tailor instructional materials, no matter how carefully gogical problem solving that takes place in a customization
developed, to match the constraints of their specific class- workshop raises several concerns. One might claim that the
room situation. Teachers and students earlier preconcep- knowledge needed for physics problem solving differs
tions may disrupt this implementation and lead to significantly from that required for pedagogical problem
unwanted modifications in the innovations. These changes solving. The models used in physics can be reduced to a
sometimes result in a loss of key features of the innovation, few variables and provide certainty in prediction. They are
and the targeted benefits are not achieved [23,2931]. defined explicitly as formal relationships that need to be
Thus, a major obstacle to the implementation of new interpreted unambiguously in any particular instance. In
instructional approaches that conflict with deeply rooted pedagogical problem solving, the models directing teach-
traditional practices is that it requires the teachers them- ers understanding of classroom events involve multiple
selves to undergo a process of change. variables, they are not represented as explicit formal rela-
It follows that curriculum developers efforts to dissemi- tionships, often there is no uniquely correct interpretation,
nate their products must come to terms with the needs of and one cannot predict outcomes with absolute certainty.
experienced teachers in the field and support a process of Moreover, models play a role in directing conscious sci-
change [24]. Professional development programs that in- entific decisions, while teachers decision making is often
tegrate research-based curricular innovations should do so implicit.
in a manner that revitalizes teachers and helps achieve the But perhaps there is less of an apparent dichotomy
learning goals they set for their students. Teacher educators between the two types of problem solving. When interpret-
[3234] have recommended supporting the process of ing pedagogical problem situations, teachers beliefs serve
change by establishing a process of reflection on prac- a function similar to that of concepts and principles in
tice [3540]; they expect this type of professional devel- interpreting physics problems. These beliefs define what
opment approach to give teachers the opportunity to is considered noteworthy in the classroom [45] and shape
cooperatively clarify learning goals, customize innovations how teachers interpret events and make decisions [46,47].
to their own classroom contexts, reflect on implementation, In the case of designing curricular innovations that are
and refine instruction and materials. We refer to such committed to a certain instructional paradigm, explicit
professional development programs as customization models guide pedagogical problem solving in a manner
workshops. similar to scientific problem solving. Moreover, one could
Two at times conflicting and hard-to-achieve goals are argue that when scientists confront real-world problems,
intrinsic to customization workshops: developing teachers the situation is less clearly defined than in simplified
skills as reflective practitioners who renew their practice exercises, and it is harder to identify a single correct
and accomplish goals which they set for themselves (focus answer.
on process) and directing change in teachers perceptions In fact, problem solving appears in the educational
in order to maintain the crucial characteristics of the origi- research literature as a perspective for discussing teachers
nal innovations during their customization (focus on prod- learning and expertise. Teachers learning from everyday
uct). This conundrum has prompted teacher educators to experience is described [48] as a process of identifying
redefine what should be considered as implementation of problems that classrooms present and solving these prob-
an intended curriculum in a way that is faithful to its lems through deliberate reflection, in action and on action
developers intentions. For example, there are teacher edu- [36]. An expertise scale has been suggested [49,50] that
cators [41] who claim that a faithful implementation uses teachers approaches to pedagogical problem solving
does not necessarily involve carrying out every component as one of the criteria for differentiating between an expert
of the intended curriculum. Instead, they suggest that and a novice.
curriculum implementations that are consistent with the We use the problem-solving perspective somewhat dif-
theoretical foundations of the intended curriculum can be ferently from the above. We focus on the special context of
considered a faithful implementation. professional development programs that take a problem-
In this paper we will explore how to design custom- based approach in which the participants share a common
ization workshops to achieve the above-mentioned goals. pedagogical problem and collaborate in constructing a
To this end, we will use the perspective of teaching scien- solution [51]. In particular, we focus on customization
tific problem-solving skills, especially in the physics class- workshops in which teachers are expected to refine existing
room [4244]. We chose this perspective because of solutions to a pedagogical problem. The customization
their striking parallels: the teaching of scientific problem process involves the tailoring of research-based instruc-
solving confronts challenges that are similar to those of tional strategies to fit the teachers own classrooms,

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followed by implementation, reflection, and redesign of the development of problem-solving skills has a long history
learning materials and instructional strategies. An effective in the physics education research community. In this paper
customization process involves a systematic, iterative, and we adhere to central notions in this literature.
cumulative problem-solving process where teachers iden-
tify goals and examine their achievements via various A. Choice of tasksWhich pedagogical problems
courses of action. In this paper, when we refer to an expert- are suitable as subjects of customization workshops
like pedagogical problem-solving process we mean the aimed at developing expertise in pedagogical
customization process mentioned above. problem solving?
The literature on teaching problem solving guides us in the
following aspects of designing customization workshops. A problem is defined [52] as a situation in which one
(1) Choice of tasks. Which pedagogical problems are does not know how to reach the goal. The problem-solving
suitable as subjects of customization workshops process is described as a search through the space of
aimed at developing expertise in pedagogical prob- possible solution paths. In the problem-solving process,
lem solving? the solver encounters decision junctions where she or he is
(2) The nature of expertise. What characterizes expert free to choose among several possible actions that are more
pedagogical problem solving in the context of cus- or less clearly defined, and more or less legitimate [44]. A
tomization workshops? problem is distinguished from an exercise by the solvers
(3) Teaching problem solving. How can we support degree of freedom to make choices at each decision junc-
teachers in developing expertise in pedagogical tion in the solution process. In an exercise-solving process,
problem solving? the solver knows how to reach the goal and she or he carries
In the following sections, we first describe central notions out a preset procedure almost automatically. Thus, whether
from the literature on the teaching and learning of physics a problem functions as an exercise depends on the knowl-
problem solving. We will recap the insights gained from edge of the solver.
applying the problem-solving perspective to pedagogical In the physics classroom, exercises are presented in a
problem solving in customization workshops. Second, we way that makes it easy for solvers to map and retrieve the
describe an empirical study that we conducted to investigate knowledge needed for their solution. For example, they are
the third issue mentioned above. This study focused on three represented in a format familiar to the solver and are set up
year-long cooperative customization workshops for physics in a previously encountered context (surface structure);
teachers that differed in terms of the mentoring approach multipart problems are decomposed into subproblems,
provided. The ostensible goal of the workshops was to sup- making explicit the intermediate variables and principles
port the participating teachers in promoting the expertlike to be used, thus making it easy to recognize the knowledge
problem-solving behavior1 of their students. In this context needed to solve a problem. Rather than simplify the
we studied the following questions: under what mentoring problem-solving process, some research-based curricula
approach do teachers enact an expertlike pedagogical contain tasks that engage solvers in elaborated problem-
problem-solving process? Which practices and perceptions solving processes. These problems require students to prac-
do teachers develop through such a process? In particular, we tice decision making by analyzing the problem situation,
examined a hypothesis derived from the physics problem- identifying the physics concepts needed to solve the prob-
solving perspective described below that mentoring aligned lem, decomposing the problem into subproblems as needed,
with cognitive apprenticeship in customization workshops planning the execution of the solution, and evaluating the
helps teachers approach pedagogical problem solving in an results of the solution. Thus, they spur the solver to reflect
expertlike manner. We conclude by discussing recommended and refine his or her understanding of the concepts and
design guidelines that support cooperative pedagogical prob- principles applied. Examples of such problems are context-
lem solving in customization workshops aimed at introduc- rich problems [3], experiment problems [53], real-world
ing innovative instruction into the classroom. problems [54], and thinking problems [55]. These problems
are presented in a real-world context; they typically require
more than one step to solve, and often they are not accom-
II. FROM PHYSICS PROBLEM SOLVING TO panied by diagrams. Finally, they may contain more or less
PEDAGOGICAL PROBLEM SOLVING information than is needed to solve them.
Research on expert and novice differences in problem When considering teachers everyday decision making,
solving and instructional strategies to support the one can likewise differentiate between classroom situ-
ations that function either as problems or as exercises.
1
Unfamiliar situations requiring the teacher to consider
We emphasize that this paper discusses two distinct problem- alternative solutions would then be categorized as peda-
solving processes: that of the teachers who participated in the
workshops and focused on pedagogical problems, and the re- gogical problems. Situations that have been encountered
flective process of solving physics problems the teachers try to numerous times before would be considered pedagogical
develop in their students. exercises that require the experienced teacher merely to

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implement well-established solutions. Research [50] Fundamental pedagogical problems that are suited for
points out that experienced teachers acquire a large inven- customization workshops present experienced teachers
tory of case studies that allows them to readily identify and with challenges that provide an opportunity for teachers
retrieve meaningful schemas needed to solve the pedagog- renewal. These teachers have reached a stage where regular
ical problems they face, almost without having to engage classroom practice no longer challenges them and when
in conscious thought, thus reducing these problems to mere much of their decision making has become automatic and
pedagogical exercises. For example, an experienced no longer requires their time or cognitive resources. The
physics teacher whose class is studying Newtons third challenges offered by a customization workshop dealing
law would readily identify misconceptions expressed by with fundamental pedagogical problems can assist teachers
students and would have a ready arsenal of demonstrations in considering overlooked facets in class events and in
to confront the students with their misconceptions. The exploring less certain and expected action plans [57].
novice teacher knows very few preset procedures to
achieve his or her goals; on top of this, she or he is over- B. The nature of expertiseWhat characterizes
whelmed by the numerous details of running a classroom an expert pedagogical problem in
[49]thus, almost everything is conceived as a problem customization workshops?
and not as an exercise. In physics and math, experts (e.g., experienced physics
Now let us consider the pedagogical problem explored instructors) and successful novices have been found to
within a customization workshop dealing with a curricular approach problem solving in a different manner than
innovation. Again, whether customization of some particular unsuccessful novices. Experts devote considerable time
instructional innovation is a problem or an exercise depends to first representing a problem situation qualitatively and
on the resources possessed by the teachers. If the innovation making simplifying assumptions [58,59] that might help
preserves most of the teachers customary instructional struc- solve the problem, and then revise their representation if
tures, then the teachers are facing an exercise. For example, necessary [60], moving between available representations
teachers can be considered as facing an exercise when adopt- more quickly [61].
ing a new technology that they can master before entering The knowledge base of experts is characterized by a
class, without changing learning goals or traditional respon- larger vocabulary of knowledge chunks and it is organized
sibilities; the teachers can be taught the procedure and can at a deeper principle-based level than that of novices [62].
implement it with minor adjustments. Experts retrieve effective representations for use in analyz-
It is when the innovation challenges basic views and ing a problem situation that derives from their knowledge
practices that the teachers who adopt it face a real problem: base. In contrast, the novice typically matches chunks
the profound changes that are needed can be achieved only based on surface features, using earlier problems as tem-
through the very processes of applying the new classroom plates for matching new problems [63]. Expert problem
practice, reflection. and elaboration. We will term these solvers are also characterized by a strategic approach to
problems fundamental pedagogical problems; they are the solving problems rather than the haphazard trial-and-error
parallel, in the pedagogical world, to the aforementioned approach focused on plugging numbers into formulas that
tasks that engage solvers in elaborated problem-solving pro- characterizes novices [42,6468]. Experts group together
cesses, such as context-rich problems. Unfortunately, solution steps into useful subproblems while novices tend
developers of instructional innovations that require a funda- to perceive each solution step separately [63]. Researchers
mental change in teachers views and practices sometimes have described novices poor access to relevant knowledge
mistakenly expect the implementation of an innovation to be and procedures in terms of epistemic games [69]a
a mere exercise [24]. locally coherent set of behavioral rules for achieving
Research claims that to be useful in teacher renewal, a particular goals that portray certain problem-solving
challenge should prompt teachers to confront basic ques- behaviors. For example, in the epistemic game recursive
tions regarding learning and teaching, and encourage them plug-and-chug, resources such as attempting to relate
to wrestle with conflicts between innovative instruction and physical meaning to some quantity are not activated.
their former practices [26,56]. Findings suggest that The process of solving problems allows solvers to refine
experienced teachers are open to such uncertainties. For their understanding of pertinent concepts and principles
example, a study on a group of experienced teachers [70], in particular, if they engage in deliberate [5,66,71]
participating in a program aimed to develop them as lead- reflection on their interpretation of the concepts and prin-
ers of regional science teacher centers [25] portrays their ciples involved in the process of solving a problem.
professional development as a continuous cyclic process However, it has been shown that even students who had
that has four stages: (1) challenge, (2) self-fulfillment, solved more than 1000 traditional problems were unable to
(3) new routine, (4) junction. The teachers attempted to overcome related conceptual difficulties [72], suggesting
renew their practice by taking on new challenges, rather that many novices do not make use of problem solving as a
than declining into a routine period of repetition. learning opportunity. Indeed, successful problem solvers

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were found to better assess their state of understanding to change their instruction, locking them into existing
when studying worked examples and to generate more views and practices. Thus, the knowledge base underlying
self-explanations than their less successful peers [63]. teachers efforts in such endeavors resembles that of nov-
Students beliefs with respect to the nature of physics ice problem solvers.
knowledge and learning are consistent with these results. Alternatively, one can consider curriculum developers to
The same issues arise in pedagogical problem solving: play the role of expert pedagogical problem solvers, in
namely, whom we consider an expert and which prob- particular, if they take a design study [77] approach by
lems promote expert approach. testing interventions under development concurrently in
Using the characterization of expert problem solvers as a the classroom. A design study approach affords sensitivity
model, we expect the knowledge base of expert pedagog- to the dynamic classroom context, one that requires an
ical problem solvers to be organized hierarchically. We immediate response to students difficulties and systemic
expect that when they are engaged in the customization constraints. Design studies accompanying the development
of curricular innovations these teachers would be commit- of curricular innovations involve a systematic, iterative,
ted to a certain paradigm and to ensuring that the critical and cumulative problem-solving process. They research, in
instructional features stemming from this paradigm will be specific settings, whether implemented curricular innova-
present. We would also expect the expert pedagogical tions are committed to some paradigm and adjust their
problem solver to employ a systematic, iterative, and cu- design to be consistent with the curricular goals associated
mulative problem-solving process; the process should with that paradigm. Accordingly, in this paper we will view
involve data collection tools (observations, interviews, curriculum developers engaged in a design study as expert
questionnaires, etc.) and data analysis procedures to yield pedagogical problem solvers. We will cast teachers, even
well-grounded conclusions on diverse aspects of a given experienced ones, in the role of novice pedagogical prob-
reform. These aspects might include students preconcep- lem solvers when facing fundamental pedagogical prob-
tions and their actual performance during the introduction lems (i.e., pedagogical problems such as the customization
of the innovation. of instructional innovations to their classrooms).
Who might be considered an expert pedagogical prob-
lem solver? C. Teaching problem solving
One might assume that the natural example of an expert As mentioned earlier, most students need support in
pedagogical problem solver is an experienced teacher who order to develop expertlike problem-solving behavior.
has accumulated expertise in teaching. If this is an appro- Instructors rarely explicitly support the learning process
priate choice, these teachers learning can be portrayed as a that should take place while students solve problems, or
systematic, iterative, and cumulative reflective process develop in students an expertlike approach to problem
accompanying classroom practice. The literature proposes solving [78,79]. The typical approach is to assign problems
that teachers change their perceptions through an iterative to solve and provide help when students cannot get by on
reasoning process [73]. their own and request the teacher to help them. We will
Frequently however, teachers adaptations of curricular refer to an approach that involves students in problem
innovations are guided by their former views and by the solving without explicit guidance as a means of developing
pushes and pulls of diverse systemic pressures [74,75], their problem-solving skills as the minimal guidance
some of which are aligned with the innovation and some approach. Another common approach to teaching problem
in conflict with it, rather than by explicit models or even by solving is to involve students in semiexercise solving. We
an explicit set of priorities. The principles around which will refer to this approach as the spoon-fed approach. In this
their rich knowledge is organized may differ significantly approach, textbook problems are represented schematically
from those underlying the innovations they are attempting and are decomposed into parts. Thus, textbooks often trans-
to adapt. As a result, even teachers who have consciously form problems into semiexercises, effectively bypassing the
adopted new views and goals may still, by default, uncon- essential skills of choosing representations and planning
sciously interpret and respond to the rich class information strategy in which novices are weakest [42,43]. But because
available based on their former views [28,29,76]. Teachers of this very avoidance, solving many exercises will not
generally perform more of their reflections in action or transform a novice into an expert problem solver.
soon after events have occurred, and less frequently carry Moreover, teachers frequently model correct procedures
out conscious, explicit after-the-fact introspection [48]. As to solve a problem without demonstrating that the correct
a result, while occasionally they are aware of contradic- procedure was arrived at through exploring alternative so-
tions between various intentions, they might not analyze lution paths. A possible outcome is that students will draw
how these play out in the classroom and how to best handle the conclusion that one should have a ready method for the
them to preserve the critical features of the curricular solution of a given problem and the method should produce
innovation. The very experience that otherwise enables an answer to the problem in just a few minutes [80]. Thus,
their fluid performance can get in the way of their attempt they might perceive problems as mere exercises.

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While the instructional strategies described above fail to would involve workshop participants in exploring solu-
develop an expertlike problem-solving approach, there are tions to fundamental pedagogical problems. Scaffolding
research-based practices that show that such an approach would be provided by structuring teachers work, requiring
can be taught and learned. For example, the cognitive them to follow a prescribed expertlike pedagogical
apprenticeship [81] approach underlies many [82] peda- problem-solving strategy, and structuring group discussion
gogical techniques [14,6] that have been shown to pro- through role allocation to provide opportunities for peer
mote expertlike problem solving [4,83]. In this approach, and/or self-explanation and evaluation.
the authentic work environment of the expert, that requires The goal of the study described in the next section was to
an elaborated problem-solving process, is mimicked by investigate empirically the above-mentioned inferences
presenting problems that involve a real-world context concerning the three mentoring approaches and their po-
[3,5355]. The tacit problem-solving strategies of experts tential to develop the pedagogical problem-solving exper-
are externalized in a prescribed problem-solving frame- tise of experienced teachers.
work [2,5,68,84] that is modeled in the examples of prob-
lem solutions that the instructors present to students. Later III. THE STUDY
on, students are required to use the strategy in their own As mentioned above, the goal of this study was to
solutions. Cognitive apprenticeship involves providing ini- empirically identify mentoring approaches that foster
tial scaffolding and later fading [3]. One way to provide expertlike pedagogical problem solving and, in particular,
scaffolding is by structuring group work to provide to examine the hypothesis that mentoring aligned with
opportunities for peer and/or self-evaluation through role cognitive apprenticeship in customization workshops helps
allocation based on formats found in the literature to be teachers approach pedagogical problem solving in an
effective [85]. expertlike manner. To that end, we studied three workshops
Given our inference that teachers are novice pedagogical in which teachers customized innovations requiring
problem solvers when faced with customizing curricular changes in deeply rooted views and practices. As discussed
innovations, it follows that teachers expertise in this above, such a customization task presents teachers with a
domain needs to be developed. How can we support teach- fundamental pedagogical problem and provides a context
ers in developing expertise in pedagogical problem solv- in which they can develop expertise in pedagogical prob-
ing? Again we will search for guidance in the literature that lem solving.
discusses the development of expertise in physics problem The mentoring in the three workshops differed in terms
solving. of the intended distribution of roles between the workshop
Extending the analogy from the above, we inferred that leader and the participants. One of the workshops was
in addition to choosing an appropriate fundamental peda- planned to provide minimal guidance (the minimal guid-
gogical problem for customization workshops, the choice ance approach), another maximal guidance and structuring
of mentoring approach in these workshops should have a (the spoon-fed approach), and the third workshop was
significant impact on the chances for the participating modeled after the cognitive apprenticeship approach.
teachers to develop expertise in pedagogical problem solv- As described below in detail, the three workshops
ing. Three distinct mentoring approaches have been dis- involved extensive interactions between the mentor and
cussed: the minimal guidance approach, the maximal the teachers, who responded to the ongoing construction
guidance (spoon-fed) approach, and the cognitive appren- of knowledge by the teachers. Therefore, before studying
ticeship approach. Research has shown that the first two the processes and outcomes of the different approaches, it is
have not been successful in developing students problem- necessary to examine how each of the approaches was
solving expertise. Considering the minimal guidance enacted and to what extent it indeed implemented the
approach, we infer that it may not be sufficient to simply intended approach. We will then report on the study of
assemble teachers in a customization workshop and pro- two research questions.
vide them with help when they encounter difficulties in (1) To what extent did each of the mentoring
coping with the challenge on their own. Even if they are approaches lead to the development of an expertlike
eager to adopt an innovation, such an approach will not pedagogical problem-solving process?
yield an expertlike approach to pedagogical problem solv- (2) What were the practices and perceptions developed
ing. As for the spoon-fed approach, we infer that subdivid- by the participating teachers in workshops where an
ing the task and overguidance of the teachers in each step expertlike pedagogical problem-solving process
took place?
of the customization process will not lead to expertise in
pedagogical problem solving. A. Method
Inspired by the application of cognitive apprenticeship
to developing expertlike problem solving in the physics 1. The sample
classroom, we suggest that it is a mentoring approach Each of the workshops involved a small group (five to
suitable for customization workshops. Such mentoring eight participants) of teachers preparing their students to

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take the national physics matriculation exam. Except for problems and to sort the problems into these categories.
one teacher who had 8 years of experience, all the other The artifacts used resemble those described in a study
teachers had over 20 years of experience. Their class sizes investigating instructors reasons for choosing problem fea-
ranged from 15 to 35 students. The schools represent a tures in a calculus-based introductory physics course [19].
variety of achievement levels, as measured by the average The categorization was discussed, allowing the teachers to
matriculation exam grades of these schools. reconstruct their experience as problem solvers and as
teachers, to reveal their beliefs regarding the process of
2. The workshops solving a problem and their instructional considerations in
designing problems for their students, and to reflect on and
As mentioned earlier, three versions of a year-long
examine their beliefs, goals, and practices while construct-
workshop for high school physics teachers took place.
ing a mutual professional language. An example of the type
All of the workshops aimed to explore the fundamental
pedagogical problem of promoting students expertlike of conflict such an activity can expose is between the
problem-solving behaviors. All versions involved teachers prevailing structure of problems like those on the matricu-
in cooperative reflection on their practice while customiz- lation exam and the recognition that such a structure does
ing curricular innovations into their classrooms. The work- not encourage students to develop important aspects of
shops consisted of five components. The content of problem solving. In another activity the workshop partic-
components (a) and (b) (presentation of research literature ipants were provided with examples of prescribed problem-
and constructivist activities) was similar across the three solving frameworks suggested in the literature as means to
workshops, although their form differed. In workshop A externalize and model to students the tacit problem-solving
(minimal guidance) these components were spread over strategies of experts [1,3,5,86]. They were asked to use
the first third of the workshop during the school year, while these frameworks to solve specific problems on their own
in workshops B and C they were concentrated in the and reflect on their experience while comparing the various
summer workshops. The other workshop components frameworks they tried out.
[(c)(e)] were all part of the collaborative customization Component (c): Development of instruction and
of the innovations that were introduced in components (a) materials.The participants were asked to form pairs
and (b) to the participating teachers classrooms: the devel- or triads interested in implementing the same instruc-
opment of modified versions of the innovations, implemen- tional innovation. Each team was asked to define proce-
tation, and reflection. A short description of these dures appropriate to their classroom contexts and to
components follows: write the accompanying materials. This component
Component (a): Presentation of the research literature. took place during face-to-face workshop meetings as
The participants were acquainted with the findings of labo- well as between meetings via Email and phone calls.
ratory and classroom research regarding physics problem Component (d): Implementation.The teachers were
solving, its learning and teaching, and with resulting cur- asked to implement the instruction and materials they
ricular innovations that attempt to achieve expertlike had developed and to report back at a subsequent workshop
problem-solving behaviors in introductory physics students meeting.
[15,9,10,62,63,8689]. They focused mostly on innova- Component (e): Reflection.After teachers experimented
tions that take a cognitive apprenticeship approach and on with the modified innovations in their classrooms, they
innovations that employ alternative assessment methods. reflected cooperatively on the experience in the meeting,
Component (b): Constructivist activities.These were evaluated the innovations, and discussed how to refine them.
designed to expose existing beliefs of the participants about The form of the last three components differed among
teaching and learning problem solving and to raise conflicts the workshops.
with the research literature. Activities lasted 12 hours and Workshop AMinimal guidance.Workshop A was
were performed individually or in groups of two or three carried out during one school year and included 18 meet-
members. A sample constructivist activity was sorting ings, 2:8 hours per meeting. In addition, participants
problems. The participants were asked to judge concrete class time involved the implementation of instructional
instructional artifacts comparable to those they encounter in strategies discussed in the workshop ( 4 hours). In this
their teaching environments. They were given five possible workshop the approach was to first present teachers with
ways to state the same problem; what differed was the the research literature, then to ask teachers to choose
solution process they required of the student (e.g., a prob- innovations they would like to try out in class and develop,
lem that provides a diagram. and is broken down into individually or in pairs. The teachers were then asked to
explicit subproblems, does not require students to draw a elaborate the instructional procedures and materials appro-
sketch or identify subproblems, whereas a problem that priate to their classrooms, implement the instruction and
lacks these elements does). The teacher participants were materials, suggest methods by which to evaluate the
also given worksheets that asked them to identify categories instructional innovations, and carry out this evaluation.
that they found useful in differentiating between the While the teachers were expected to initiate and carry

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out the directions for the cooperative work, there were no the classroom activity, the tools used (e.g., instructional
explicit rules or designated time slots guiding them on how sequence and related materials distributed to students in
to do so. However, the workshop leader intervened when the classroom), and results (e.g., student work and other
the teachers did not make progress on their own. feedback on classroom activities). The peers role was to
Workshop BMaximal guidance.Workshop B had give feedback on the documentation. Then the presenter
two parts. The first part consisted of a 2-day summer was required to formulate questions about his or her
workshop to enable teachers to make a decision of whether instructional concerns regarding this experience for a dis-
to participate and commit themselves to a yearly work- cussion in which all teachers were asked to participate. The
shop. The second part took place during one school year workshop leader provided a summary of the discussion
and included 14 meetings, 3 hours per meeting. In addi- including concerns and possible instructional directions for
tion, participants class time involved the implementation future work. The teachers were asked to choose from these
of instructional strategies discussed in the workshop five possible instructional directions, and meetings might then
times ( 10 hours). In this workshop the approach from be devoted to developing related materials. The role of the
the beginning was to leave the decision regarding which workshop leader was to remind participants to fulfill their
innovations would be developed in the hands of the work- roles on schedule, probe for details by asking teachers to
shop leader. Workshop meetings were dedicated to the expand on issues they had raised, and request that they
development by the teachers of materials to accompany justify their actions by connecting details of the instruc-
these innovations. The workshop leader contributed tional design to the workshop goals.
resources from the literature for teachers to integrate into The flag person framework was implemented in both
the materials they developed. Teachers were asked to face-to-face meetings and via a computerized network
implement in their classrooms the instruction and materials setting in forums and conferences that were password
that they had developed and, in subsequent workshop protected, giving only the participants access. Most cycles
meetings, to give feedback and discuss their concerns were actually implemented online. Each online cycle
regarding the implementation. At that point again, the extended over 2 weeks, with the following schedule:
workshop leader decided upon the direction to explore in  Wednesday: Presenter uploads documentation of
the next development and implementation modules, and so instructional innovation she or he carried out in the
forth. To summarize, the teachers were expected to execute classroom to the workshop forum.
what the workshop leader planned.  The following Wednesday: Peers upload their feed-
Workshop CThe cognitive apprenticeship mentoring back to the workshop forum.
approach.Workshop C had two parts. The first part con-  Thursday 6 p.m.: Presenter uploads his or her ques-
sisted of a 2.5-day summer workshop to enable teachers to tions to the workshop forum.
make a decision of whether to participate and commit  Thursday 1011 p.m.: All participants join the
themselves to the workshop. The second part took place e-discussion.
over two school years. The first year included 14 meetings After several cycles: Workshop leader provides a sum-
of 3 hours per meeting, and 4 meetings of 6 hours each. mary of the discussions and the participants choose
The second year included 14 meetings of 3 hours each. For directions to follow.
the purpose of this study, only the first part of the work-
shop, similar in length to workshops A and B, was used for
3. Data collection
analysis. In this period, in addition to workshop time, the
participants class time involved the implementation of We documented all public interactions among the work-
instructional strategies discussed in the workshop 6 times shop participants in the context of the year-long work-
(12 hours). The results of the rest of the workshop were shops. These data captured both the collaborative
used for in-depth analysis of the cognitive apprenticeship solution effort and the interaction between mentor and
mentoring approach. In this workshop the decision regard- teachers. Data were collected both in face-to-face and
ing which innovations would be developed was in the online workshop meetings.
hands of the participants, but the cooperative work was The analysis took the different workshop lengths into
managed through a repetitive cycle of activities structured account. In studying the execution of the pedagogical
by clearly defined schedule targets and participant respon- problem-solving process, we focused on the customization
sibilities. We termed this structure the flag person frame- process, and hence we excluded from the analysis the
work, because, in each cycle, while all participants were introductory summer sessions that were added in
to try out innovative instruction in their classroom, one workshops B and C. These summer sessions consisted of
participant at a time took turns in the role of presenter; a presentation of the research literature [component (a)]
as the flag person, she or he had to document and report and constructivist activities [component (b)] and did not
on his or her classroom experience. relate directly to the customization process. Workshop A
The presenters were asked to include in their documen- (minimal guidance) lasted about 49 hours and the custom-
tation a description of the goals they felt were needed for ization part of workshop B (maximal guidance) lasted

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about 42 hours, a roughly similar length of time. To enable represent information exchanges such as teachers obser-
comparison between workshops, we selected and analyzed vations in their classrooms, working on resources from the
data from the first 45 hours for workshop C (cognitive literature, etc. The transcript of the workshops was classi-
apprenticeship). fied according to these exchange units and we character-
We also asked the teachers to answer an initial ques- ized each exchange unit according to the following
tionnaire regarding students approaches to problem solv- categories.
ing and teachers practices in this context. Location: 1. workshop; 2. home; 3. classroom.
The face-to-face meetings each lasted between 2 and Who was active? 1. workshop leader; 2. leader and
3 hours and were held in a science teacher education center teachers; 3. teachers.
in a university setting. A video camera located in the corner Who initiated? 1. workshop leader; 2. leader and teach-
of the meeting room focused on the presenter who stood in ers; 3. teachers.
front of the group, and an audiotape recorder was located When the teachers responded to a direct request by the
on a table nearer the group. A transcript of the meetings workshop leader, we assigned a value of 1 (workshop
was prepared from the tapes. We collected as data any leader) as the initiator, whereas when participants asked
documents distributed to the participants by the workshop to address an issue, we attributed a value of 3 (teachers).
leader or by one of the teachers. Sometimes it was not clear who had initiated a particular
The online meetings took place via a server running information interchange, for example, during a summary
communication software that connected the participants discussion where decisions on future actions were made
(Worldgroup Server software by Galacticomm, Inc.). The mutually. There we assigned a value of 2 (leader and
software provided electronic mail (text and attachments), teachers).
password-protected forums, and chat rooms enabling the Approximate duration of information exchange: We
exchange of textual and graphic information. Emails, estimated the time in multiples of 5 minutes. The time
attached files sent to the forum, and the protocols of distribution of the categories sheds light on the interaction
electronic conferences were all collected. between the mentor and the teachers participating in the
workshop.
4. Units and categories of analysis For example, a teachers presentation to his workshop
As described above, the analysis proceeded in two steps. peers of a class activity consisted of several information
First we attempted to characterize the mentoring that was exchanges: teachers observation in class, account to
implemented, and then studied the pedagogical problem- peers, peer feedback. Observation in class was charac-
solving process that took place in each of the workshops. terized in the following way: The teacher represents
For each step we chose an appropriate unit of analysis as information from the class on the subject of classroom
described below. activity from representation in the form of visuals and
Characterizing the implemented mentoring via infor- speech to representation in the form of thought. The
mation exchanges.We first determined the mentoring workshop was represented as a series of information
approach of each workshop. To this end, we analyzed the exchanges. This sometimes required summarization of
distribution of roles between mentor (workshop leader) interactions. For example, peer feedback on a teachers
and participants and defined an analysis unit dubbed account to peers might be provided by several group
information exchange to represent an information trans- members, interrupted by the answer of the presenting
fer among group members (including the mentor). This teacher, etc. We grouped together all the peer feedback
methodological approach derives from an approach to regarding a specific account into one information inter-
tutoring in the context of problem solving that perceives change unit.
the effectiveness of tutoring as dependent upon the nature Characterizing the processes and products of the work-
of the interaction between tutors and students [90]. Thus, shop via episodes.In order to analyze the processes
the analysis examined the following questions: Are tutors that the teachers experienced during the workshop, we
and students maximally interactive, with the tutors elicit- defined a unit of analysis that we termed episode. The
ing responses from students and the students responding to episode unit grouped together several information
tutors elicitation? Who initiates the interaction? exchanges that shared similar content (e.g., self-
Accordingly, this unit refers to the following four diagnosis). An episode could take place as part of one
variables. workshop meeting or extend over several meetings. We
(1) Agent A (teacher, peers, leader) formed a uniform representation for the episodes that
(2) Agent B (teacher, peers, leader, class, text) includes its topic, the resources it utilized, the materials
(3) The subject (learning materials, classroom activity, it produced, the meeting in which it occurred, and a brief
research topic) description (see Fig. 1).
(4) Representations (visuals, thoughts, text, speech) The episodes were categorized into expertlike pedagog-
Agent A stands for the active agents in the workshop. ical problem-solving steps (Table I) that should take place
Agent B includes additional agents, class, and text to in a customization workshop. This categorization enabled

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Episode 6, Workshop A (minimal guidance): Self diagnosis


(Meeting 5) The workshop leader distributed sample instructional strategies from the educational research literature
dealing with self-diagnosis within problem solving. She initiated a discussion on the following questions: What
goals might such activities serve? Which, if any, of the teachers students would benefit from such activities, and
how would teachers expect students to perform? Teachers raised and discussed additional questions, such as whether
such activities should involve a fading stage. The participants and leader agreed that the teachers would choose a
specific instructional strategy dealing with self-diagnosis within problem solving, select a topic for which they
would like to implement the strategy, and write related materials.
Products: A summary that included a) the instructional strategies teachers considered trying out, and b) a distinction
between teachers diagnosis, student self-diagnosis, and guided self-diagnosis

FIG. 1. Example of an episode description.

us to investigate to what extent an expert pedagogical solving (model construction, data collection and analysis,
problem-solving approach took place. These steps interpretation, and validation). Assessment of stages of the
included: problem-solving process has also been implemented in the
Analysis. Discussion of possible goals, examination of context of research on problem-solving approaches [92].
the extent to which these goals were achieved in existing Another method is the use of scoring rubrics for analyzing
practice, subsequent redefinition of goals. expertlike experimental investigation [93].
Planning. Proposal of possible instructional strategies
for achieving the specific goals, choice of a specific course B. Findings
of action from among those proposed.
Implementation. Development and classroom imple- The findings will be described in three parts. The first
mentation of activities and materials. part describes the characteristics of the enactment of the
Evaluation. Examination of the extent to which goals three workshops and discusses the extent to which they
were attained, start of a new solution cycle during which followed the intended modes of mentoring. The other two
the intervention was diagnosed and refined. parts provide findings for the two research questions of this
The planning and implementation constitute the actual study. One examines the effectiveness of each of the
solution construction. workshops in providing opportunities for expert peda-
The information exchange analysis described above was gogical problem solving to take place. The other investi-
associated with each of the episodes, thus resulting in a rich gates teachers practices and perceptions in those
description of the processes that the teachers experienced workshops in which pedagogical problem-solving pro-
throughout the workshops both in terms of the content and cesses took place.
in terms of the interactions with the mentor.
This method of assessing the pedagogical problem- 1. Characterizing mentoring approaches
solving process by mapping it into distinct steps resembles in the workshops
methods used for analyzing expertlike problem-solving Figures 2(a)2(c), show a summary of the time duration
processes in the physics classroom. One of these methods of information exchanges, for all sessions of workshops A,
is to map and assess the reasoning that the student pro- B, and C, as well as the distribution of work between home,
vides, mapping both the execution of the major steps in the class, and workshop meetings, in terms of active party and
problem-solving process and the conceptual understanding initiator.
reflected within each step. For example, an assessment As shown in Fig. 2(a), workshop A (minimal guidance)
rubric [91] designed for applying mathematics in realistic had the following characteristics.
contexts (within the topic of mechanics) contained four  The teachers were active overall (home class
assessment categories, following the stages of problem workshop) about 70% of the time. A high level of
teacher activity was especially evident in the face-to-
TABLE I. Mapping episodes to steps in the pedagogical face meetings in the workshop (about 85% of the
problem-solving process. time).
Episode number  Overall, the teachers initiated information exchanges
Stage of solution 1 2 3 4 5 6 7 8 9 10 only about 30% of the time, while the leader initiated
information exchanges about 80% of the time.
Analysis
 In class, the teachers carried out the activities devel-
Planning action
oped in the workshop during the meetings. There
Implementation
Evaluation were only two class implementations, both initiated
by the workshop leader.

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FIG. 2. Frequency and time duration of information exchange by active party and initiator.

 The work carried out at home was done mainly by As mentioned above, in workshop A (minimal guidance)
the leader summarizing former meetings, reviewing the plan was to provide minimal guidance: teachers were
literature for discussion, and consequently determin- expected to take control of the problem-solving process.
ing how the cooperative work should evolve. The leader was supposed to give support only if needed,

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without a systematic prespecified plan of guidance. The expert customization processes (e.g., collecting and ana-
findings show that such support was indeed needed since lyzing classroom data, interpretation of classroom events
the teachers were not very active in initiating information committed to the paradigm underlying the customized
exchanges. Thus, when the workshop leader realized that innovation). The workshop leaders role is to scaffold this
the teachers were not taking control of the problem-solving process. In such a context teachers are expected to be
process, she intervened by initiating information active both in and out of the workshop and to initiate and
exchanges about 80% of the time. carry out activities in their classes. The distribution of roles
Figure 2(b) indicates that in workshop B (maximal between the workshop leader and the teachers indicated by
guidance): the data was aligned with the above description.
 The teachers were active overall (home, class, work- A comparison of the three workshops regarding the
shop) about 60% of the time; in particular, they were aspects described above sheds light on the teacher behavior
active in the workshop about 75% of the time. resulting from these three modes of guidance. All
 They initiated information exchanges only about 10% workshops led to a high level of activity in the workshops
of the time, while the leader initiated information face-to-face meetings but workshop C (cognitive appren-
exchanges about 90% of the time. ticeship) led to a higher level of activity and initiation of
 The above pattern of activity was also evident in the information exchanges by the teachers as compared to the
workshop face-to-face meetings where the teachers other two modes of guidance. While in workshop C the
were active 75% of the time, but hardly initiated any teachers initiated activities (as required by the approach),
information exchanges on their own. The leader was in the other workshops this aspect was weak. In
the one who initiated the information exchanges workshop A with minimal guidance, the spontaneous
nearly 100% of the time. behavior of the teachers exhibited reluctance to taking
 There were five double-session implementations in initiatives on their own, while in workshop B the tight
the teachers classes. The activities that were imple- guidance inhibited teachers initiatives.
mented in the classroom were prepared mostly by the It is also interesting to compare the teachers behavior in
workshop leader at home. class. In workshop A, with minimal guidance, there was
Judging from the data, the findings show that workshop little implementation, showing that without support in this
B (maximal guidance) was as intended and involved tight area, teachers shy away from trying out innovations requir-
guidance. The workshop leader initiated the information ing genuine changes in their classes. In workshop B, with
exchanges, and the control on planning and decisions was tight guidance, the workshop leader required implementa-
mostly in the hands of the workshop leader. The teachers tion and tailored the work in the workshop towards prepar-
hardly took any initiative on their own. ing the necessary materials for this implementation and
Figure 2(c) indicates that in workshop C (cognitive indeed it took place. In workshop C, that embodied the
apprenticeship): cognitive apprenticeship approach, the distribution of roles
 The teachers were active in the workshop nearly between the workshop leader and the teachers resulted in a
100% of the time, while the workshop leader was larger number of actual implementations of the innovations
less active, about 50% of the time. in the classrooms. The implementations were preceded by
 The teachers initiated information exchanges 60% of customization efforts by the teachers, who prepared
the time, while the workshop leader initiated fewer instructional materials for their classrooms. In addition,
information exchanges, only about 35% of the time. documentation of classroom practice served as follow-up
 About 50% of the time the teachers and the workshop activities in which teachers analyzed their experiences to
leaders interacted as indicated by the overlap of in- share them with their peers.
formation exchanges.
 The teachers initiated the implementation of activ-
ities in their classes in six double period sessions. 2. Assessing the performance of the expertlike
 The teachers were active at home, preparing the pedagogical problem-solving process
activities to be implemented in class and analyzing As described earlier (in the section Characterizing the
them for collaborative reflection in the workshop. processes and products of the workshop via the episodes),
This work was mostly initiated by them (about 60% in order to operationally map the process of solving a
of the time). The workshop leader was also active at fundamental pedagogical problem in a customization
home (about 30% of the time), providing feedback workshop, we formulated a prescribed pedagogical
and needed guidance to the teachers. problem-solving process as measurable steps: analysis,
We conclude that the characteristics of teachers behav- planning, implementation, and evaluation.
ior in workshop C were consistent with the cognitive These steps integrate those defined in the literature on
apprenticeship approach that we described previously. physics problem solving [2,5] (a definition that highlights
In this approach teachers are expected to follow a pre- the analysis, planning, and evaluation steps) with those
scribed customization process that explicates implicit defined in the literature on teachers problem solving,

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TABLE II. Workshop A (minimal guidance): Episodes mapped to pedagogical problem-solving steps. Implementation consists of
both the development of instruction and materials as well as carrying those out in the classroom. In all tables, bold check marks refer to
the classroom implementation.

Episode number
Stage of solution 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
p p p p p p p p
Analysis
p p p
Planning action
p p p
Implementation
p p p p p
Evaluation

such as action-research steps [94]: (1) definition of a Since in an iterative problem-solving process we would
problem, (2) suggestion of a solution, (3) development expect previous workshop products to be a major source of
and execution of instruction and materials, (4) evaluation information, this analysis can indicate to what extent the
and refinement. solution process was indeed iterative.
As described earlier, the episodes were mapped to these Execution of the pedagogical problem-solving process
steps. Workshop A (minimal guidance).We mapped the work-
This mapping enabled us to analyze, for each workshop, shop episodes to the stages of the solution process, as
how many iterations took place in the process of context- shown in Table II, to identify which stages of the peda-
rich pedagogical problem solving, which steps were exe- gogical problem-solving process were carried out, and how
cuted, and which were not. much iteration took place.
We also examined the extent to which the participants Table II shows that
made use of earlier products that they had developed. For (1) Two iterations occurred: the first ended in episode
example, did workshop meetings respond to what actually 12, and the second did not involve analysis as a first
happened in the teachers classrooms? To that end, we also stage.
categorized the information exchanges by source of infor- (2) Analysis was the major component, most of it in the
mation, to map the variety of sources that contributed to the first quarter of the workshop.
pedagogical problem-solving experience. In the context of (3) Planning was the shortest component in the
this workshop there were three possible sources: external workshop.
source of information, when the workshop participants (4) Implementation in the classroom took place twice
and/or the leader made use of the research literature, (the bold check marks).
teachers general knowledge, when teachers long- We constructed histograms of the information
term accumulated experience served as the focal point in exchanges in terms of source of information, as shown in
their arguments, and internal source of information, Fig. 3, to determine the extent to which information flowed
when participants related to previous workshop products from the classroom to the workshop.
(e.g., classroom implementation of innovations that the Only one-quarter of the total time in the workshop was
teachers developed in the workshop and then documenting spent relating to its previous products (source of informa-
this implementation in a workshop meeting). tion was internal). This happened mainly at home; the
participants finalized work they had started in the work-
shop meetings and in the classroom where innovations
customized in the workshop were implemented. In the
workshop meetings themselves, the main source of infor-
mation was teachers general knowledge, not previous
workshop products. Thus, the teachers relied upon their
accumulated experience but did not continuously elaborate
new ideas in the workshop.
Execution of the pedagogical problem-solving process
Workshop B (maximal guidance).We used the same
method to map the workshop B episodes to the stages of
the solution process, as shown in Table III.
Table III shows that
(1) Three partial iterations occurred: the first in epi-
sodes 14 (excluding analysis), the second in
FIG. 3. Workshop A (minimal guidance): Information ex- 1013, and the third in 1418 (these iterations
changes by source of information and location. excluded planning).

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TABLE III. Workshop B (maximal guidance): Episodes mapped to pedagogical problem-solving steps.

Episode number
Stage of solution 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
p p p p p p
Analysis
p
Planning action
p p p p p
Implementation
p p p p p p
Evaluation

(2) Repeated analysis was carried out in the workshop. Workshop C was intended to follow a cognitive appren-
(3) Implementation, in the form of development of ticeship approach. The group work was structured by
materials, was a more dominant component com- assigning roles (e.g., documenter, feedback provider,
pared to workshop A (minimal guidance); most summarizer), and was also supported by group moni-
workshop participants reported four implementa- toring sessions (see Table IV).
tions of developed materials in the classroom (the Table IV shows the recurring execution of all stages of
bold check marks). the pedagogical problem-solving process.
Figure 4 shows the time distribution and the number of (1) At least six iterations occurred (in episodes 56,
information interchanges for the various sources of 910, 1516, 1718, 1920, 2122).
information: (2) In each iteration, all stages of the problem-solving
Compared to workshop A (minimal guidance), much process were carried out. (Analysis was dominant in
more of workshop B (maximal guidance) was based on the introductory summer workshop, excluded from
its previous products than on teachers general knowledge, the table.)
both at home and in the classroom. However, the workshop (3) In each iteration, developed materials were imple-
meetings themselves were still based mostly on teachers mented in the classroom and reported on (the bold
general knowledge. check marks).
The workshop leader did the majority of the work that (4) Workshop C introduced the stage of group or self-
was done at home [Fig. 2(b)], but the source of her work monitoring of the execution of the process; this
was different. In workshop A (minimal guidance), she stage occurred three times. The first two episodes
spent half of her time editing resources from the research were initiated by the workshop leader whereas the
literature to present in the workshop, and the other half other ones were initiated by the participants.
editing materials produced in the workshop. In workshop B Figure 5 shows the time distribution and the number of
(maximal guidance), most of the time was devoted to information interchanges for the various sources of infor-
editing materials that the teachers had developed in the mation in workshop C.
workshop. Compared to workshops A and B, the workshop meet-
Execution of the pedagogical problem-solving process ings in workshop C were based to a much greater extent on
Workshop C (cognitive apprenticeship).The mapping of previous products that resulted from internal interactions in
workshop C episodes to the stages of the solution process is the workshop: namely, teachers documentation of their
shown in Table IV. classroom experiences rather than on teachers general
knowledge.
A significant part of the work at home [Fig. 2(c)] was
done by the teachers rather than the workshop leader, and
the source of information for their work was mostly their
classroom experience with innovative instructional ideas
that resulted from the workshop discussions. The workshop
leaders main role when working at home was providing
feedback on materials produced by the teachers in the flag
people cycles, as well as producing summaries of the issues
that were raised in these cycles for the group to discuss.
Summary: Pedagogical problem-solving process
enacted in each of the workshops.We found that teachers
did not spontaneously adopt an expertlike pedagogical
problem-solving approach under the minimal guidance
provided in workshop A (minimal guidance). Analysis
FIG. 4. Workshop B (maximal guidance): Information inter- was the major component of that workshop (eight epi-
changes by source of information and location. sodes), and the number of planning episodes was small

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TABLE IV. Workshop C (cognitive apprenticeship): Episodes mapped to pedagogical problem-solving steps.

Episode number
Stage of solution 1 2 3 4 5 6 7 8 9
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
p p p p p p p p p p
Analysis
p p p pp p p p p
Planning action
p p p
Implementation
p p p p p p p p p p
Evaluation
p p p
Group or self-monitoring

(three episodes). Only two iterations took place, both cognitive apprenticeship approach. Here, the teachers
culminating in classroom implementations, but they did engaged in a full and continuing expertlike pedagogical
not evolve from each other since they were developed in problem-solving process, interwoven with group process-
parallel by two different teachers. On the whole, workshop ing episodes (three episodes).
meetings responded mainly to teachers concerns that More importantly, six iterations took place in the first
stemmed from experience accumulated throughout their year, and in each one all stages of the problem-solving
careers, rather than to actual difficulties reported regarding process were carried out. In each iteration, materials were
classroom implementation of previous workshop products. both developed and implemented in the classroom.
They also responded, to some extent, to resources the Compared to workshops A (minimal guidance) and B, a
workshop leader imported into the workshops. significantly higher proportion of workshop C (cognitive
In workshop B, where guidance was very tight, the apprenticeship) responded to its previous products.
picture was very different. Implementation, mainly devel- To summarize, the above analysis enabled us to answer
opment of materials, comprised the major component (nine our first research question. We were able to differentiate
episodes), and planning almost disappeared (one episode). between pedagogical problem-solving approaches that
Analysis and evaluation, respectively, preceded and fol- took place in the workshops. Moreover, an expertlike
lowed the three classroom implementations as well as the pedagogical problem-solving process took place solely
development episodes that did not result in classroom under the cognitive apprenticeship mentoring approach
implementation. In this case, evaluation took the form of implemented in workshop C.
development of evaluation tools that were not applied in
classrooms and reflected teachers concerns regarding the 3. Practice and perceptions developed throughout an
innovations. A positive difference from workshop A (mini- expertlike pedagogical problem-solving process
mal guidance) was that more teachers implemented the
materials, one more iteration took place, and more infor- Our goal in this paper was to gain insights into how to
mation exchanges were based on previous workshop achieve two goals of customization workshops: develop-
products. ment of expertlike pedagogical problem solving and con-
Workshop C (cognitive apprenticeship) was the only one ceptual change. We expected that experiencing expertlike
where the interaction between the workshop leader and the pedagogical problem solving would serve as a learning
participating teachers was structured according to the opportunity and lead to conceptual change. To exemplify
how this process occurs, we now turn to our second
research question: namely, what were the practices and
perceptions developed by the participating teachers in
workshops where an expertlike pedagogical problem-
solving process took place?
We were able to study the practice and perceptions devel-
oped throughout an expertlike pedagogical problem-solving
process only where such a process actually occurred
where participants engaged in extensive iteration of all steps
of the problem-solving process. Only workshop C (cognitive
apprenticeship), which lasted two years, fulfilled that crite-
rion. Eight teachers participated in workshop C.
We first characterized teachers initial perceptions of the
learning and instruction of problem solving using an open-
ended questionnaire that was administered during the first
FIG. 5. Workshop C (cognitive apprenticeship): Information meeting of the workshop. We then performed time-
interchanges by source of information and location. dependent content analysis in which we looked for shared

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TABLE V. Workshop C (cognitive apprenticeship): Implemented innovations.

Sequence number of flag person cycle


Stage 1 Stage 2 Stage 3
Instructional innovations 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Solving problems guided by a problem-solving (PS) strategy       
Mapping execution of a problem-solving strategy   
Choosing PS strategy level applied to solve problems 
Eliciting problem-solving strategies from students 
Self-diagnosis of problem solution using sample solution       
Mutual diagnosis of problem solution in diverse couples 
Drawing analogies between a correct and a mistaken solution  
Self-diagnosis of problem solution using a PS strategy  
Self-diagnosis of problem solution using solution flow charts  
Self-diagnosis of problem solution using lists of mistakes 

themes between consecutive cycles in the instruction and flag person cycles in which these documentation episodes
materials teachers developed and implemented. Following took place, in chronological order. These cycles were
this analysis we identified three major stages that differed categorized according to the three stages mentioned above.
in terms of the nature of the materials developed. We We marked which innovations were documented in each of
analyzed the modifications the teachers introduced to the these episodes.
original innovations during successive iterations and Initial practice and perceptions.An open-ended ques-
looked for the dimensions and timetables for the changes tionnaire served to study teachers initial perceptions of the
in teachers work. All implementation steps that included a learning and teaching of problem solving. We were inter-
classroom component (instruction and materials that were ested in answers that fell into the following categories.
both developed and implemented in the teachers class- (1) A category related to possible approaches to problem
rooms) were reported during the documentation episode of solving, in particular, to learning in this context (e.g., in
each flag person cycle. This documentation served as the response to the question how should one cope with solv-
data to study how the teachers modified the original ing a difficult problem in Physics?, a teacher answered,
instructional innovations that they implemented. first identify the phenomenon involved and then the
Finally, we analyzed the relationship between evaluation related laws; or in response to what do you perceive to
or analysis and planning or implementation. To do so, we be self-monitored learning?, another teacher answered,
related the questions the flag person formulated for dis- independently solving novel problems).
cussion (reflecting evaluation or analysis) to the instruction (2) A category related to teachers practices in the con-
and materials that the flag persons documentation speci- text of problem solving (e.g., answers to questions such as
fied were developed and implemented (reflecting planning how do you promote students self-monitoring skills;
or implementation). how do you teach students to solve problems?).
Table V lists the innovations that were implemented and Answers related to teachers practices were further split
reported on in the flag person cycles, and the number of the into two major categories:

FIG. 6. A distribution of workshop participants answers to the prequestionnaire.

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TABLE VI. Solution diagnosis form. problem-solving strategy suggested in the literature [2]:
Step Exists? Correct? Explain (a) focus the problem, (b) describe the physics, (c) plan the
solution, (d) execute the plan, (e) evaluate the answer.
Focus the physics The teachers adapted this strategy using the topic of
Plan work and energy. For example, the detailed instruction in
Execute
step (c) was Divide the problem into sub-problems in
Evaluate
order to find unknown variables needed to find the target
quantity. The teachers added the following to this instruc-
(2a) Student centered practicesencouraging students tion: For each sub-problem, write the known and
to practice the target approaches to problem solving (e.g., unknown variables in an equation representing the princi-
in response to the question how should one cope with ple of energy conservation. They considered the new
solving a difficult problem in Physics?, a teacher instruction as applicable to a whole set of problems dealing
answered, I should guide students to break the problem
with energy conservation.
down into sub-problems; or, in response to the question,
The teachers did transform their previous methods of
how do you promote students self-monitoring skills?, a
teaching in that they required their students to perform
teacher answered I require evaluation of the likelihood of
steps (to diagnose their solutions, to follow a strategy)
the final solution).
that they had formerly only hoped students would do
(2b) Teacher centered practices that were not aimed at
with no explicit guidance. Yet the teachers adapted the
encouraging students to practice the target approaches
strategies to conform more closely to traditional instruc-
(e.g., a teacher answered how should one cope with
tion. On the one hand, they provided guidance that was
solving a difficult problem in Physics?, with, I should
detailed in comparison to the original innovations, reflect-
illustrate through a demonstration; or, in response to the
question how do you promote students self-monitoring ing a tendency to go with the spoon-fed approach. On
skills?, a teacher answered, give them tests). the other hand, they abandoned important elements of the
As is clear from the above, the questions enabled original instructional strategies, such as group work, mod-
answers that could be assigned to all categories. Figure 6 eling the strategies in their sample solutions, and using
shows for each of the workshop participants the fraction of context-rich problems (they used traditional textbook
statements expressed in each category out of the total problems).
number of statements that each of the teachers expressed Stage 2: First year, second semester: In this stage (cycles
(miscellaneous statements are not included, all names have 810) the teachers customization efforts focused on
been changed). making students more comfortable with the instructional
We observed a common trend in teachers answers: most innovations, as well as addressing the diversity in their
seemed to possess an elaborate portrayal of the problem- classrooms. For example, in flag person cycle 8 they fam-
solving process and its relation to learning (students iliarized students with problem-solving strategies. They
problem-solving approaches category). However, most of asked students to suggest problem-solving steps and then
the teachers statements portrayed teacher centered teach- vote on which of these steps to include in a strategy to be
ing practices rather than student centered ones; thus, their used in their class. Then they held class discussions regard-
teaching practices did not coincide with their understand- ing how to organize problem solving into its main steps,
ing of students learning while solving problems. and the pros and cons of working with strategies.
Modifications in instruction and materials reported in In flag person cycle 9, the teachers addressed students
the flag person documentation.Next, we looked for diversity by developing two levels of more and less
shared themes between consecutive cycles, in instructional detailed strategy the students could choose between. For
strategies and materials. We found three major develop- example, the instruction divide . . . mentioned previ-
mental stages. ously was elaborated in the more detailed strategy to
Stage 1: Year one, first semester: In this stage (cycles include guiding questions such as, Does the body change
17) the teachers asked their students to follow a strategy its motion (linear or curved trajectory, constant or changing
(steps in a problem solution) when solving problems or to speed)? Do the forces on it changeare they conservative?
diagnose their own solutions based on the teachers solved Do they perform work? The detailed strategy was more
example. These instructional strategies were presented by suitable to students who needed a more confined set of
the workshop leader in the summer workshop. The mod- possible decisions. The students were given the choice of
ifications they made to the instructional innovations intro- which strategy to choose and were asked to reflect on their
duced in the summer workshop focused on adapting choices.
strategies to different topics and writing solved examples Stage 3: Year two: In stage 3 (cycles 1116) the teach-
that matched these strategies. For example, a specific ers customization reflected a more elaborated and refined
strategy introduced in the summer introductory workshop understanding of the nature of the learning process
consisted of five steps for solving problems aligned with a involved in problem solving and teachers interventions

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that can support it. For example, in cycles 13 and 16 the affected each other by analyzing the relationship between
teachers reported assigning a self-diagnosis activity the questions the flag people formulated and the instruction
designed to focus the students attention on diagnosing and materials they reported having developed and
their use of the strategy rather than comparing their solu- implemented.
tion to the teachers sample solution. In this activity the Stage 1 (cycles 17 in the first semester) was a direct
students were assigned a context-rich problem as home- continuation of the analysis that took place in the summer
work, and were required to solve it by following specific workshop. The teachers made use of the main innovations
strategy guidelines. The strategy was written in the format introduced in that workshop.
of requirements for the presentation of the solution. For The main issues discussed within each flag person cycle
example, the instruction for the planning step mentioned were defined by the flag person who phrased questions for
earlier, Divide the problem into sub-problems, was discussion. Throughout the first stage, these questions dealt
modified to Present the sub-problems you identified: with how, issues focusing on students affective atti-
choice of a body, listing of known and unknown quantities tudes toward the innovation tried in class (e.g., Should I
in the sub-problem . . . . Then, in class, students were require my students to use a strategy in their problem
asked to fill in a diagnosis form focused on the strategy solving, or should I just advise them to do so?) and
steps, as shown in Table VI. classroom diversity (e.g., The strong students dont
In the Exists? column the students were asked to want to cooperate with the weak ones; how do you suggest
check off the steps that had been done, in the Correct? handling this problem?).
column to identify whether these parts were right or wrong, The instructional innovations developed in stage 2
and in the Explain column to write an explanation of (described above) indeed responded to the concerns raised
what went wrong in the solution. by these questions. At the end of this stage (i.e., at the end of
This activity guided students to diagnose the stage in the first year) the teachers voiced ambivalent feelings. On
problem solving where their mistakes occurred, rather than the one hand, they expressed satisfactionI acquired
merely identifying their mistakes. The strategy was written tools to develop my students ability to slowly and confi-
in the format of requirements for the presentation of the dently perform a critical review of their work . . . their
solution, rather than as directions for consecutive steps in responsibility and involvement is higher. On the other
the solution process. hand, they felt that they were still at the beginning of the
Other innovative approaches were tried as well in this road. They questioned the utility of basing self-diagnosis on
stage, such as how to guide students in the self-diagnostic a solved example, since in such a situation there is no need
process. These included drawing solution flow charts and for revision of the solution. These hesitations were accom-
providing lists of common mistakes found in student solu- panied by a retreat to earlier positions. There was a revival
tions so students could compare their own mistakes. of ideas that contradicted the whole spirit of the workshop
Relationship between the modifications in instruction and had seemingly been abandoned as early as the initial
and materials and flag person questions.Secondly, we summer workshop, such as How to prevent students from
studied how the pedagogical problem-solving steps making mistakes. At that point, the teachers asked to

TABLE VII. Pedagogical problem-solving steps embedded in the flag person framework.

Problem-solving steps
Flag person stages Analysis Planning action Implementation Evaluation
Flag person Formulating and Reporting classroom Reporting data collected
documentation reporting activity instruction regarding students attitudes
goals and performance
Peer feedback Formulating concerns Proposing Requesting to
about class experience alternatives elaborate report
Flag person Formulating concerns
questions about class experience
Discussion Interpreting concerns Suggesting response
about class experience
Decisions based on Determining future
summary assembled directions
by workshop leader
Workshop meetings Developing instruction
in between flag and related materials
person cycles

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continue the workshop for another year, during which time the spoon-fed approach in that decisions were mostly
they hoped to write classroom materials and carry out a in the hands of the workshop leader. Workshop C took
systematic evaluation of one mode of instruction. a cognitive apprenticeship approach in developing
In stage 3, the teachers reexamined goals that had, on the expertlike pedagogical problem solving. Scaffolding was
face of it, already been agreed upon in the introductory provided by requiring teachers to follow an explicit strat-
workshop more than a year earlier. For example, one teacher egy that externalized expertlike pedagogical problem
posed the following question, after trying an activity to solving. In addition, group discussions were structured
teach self-diagnosis based on strategy: The activity through role allocation to provide opportunities for peer
required students to find and correct their mistakes. I see and/or self-explanation and evaluation.
three different groups: those who are willing and able, those To answer our first research question regarding the
who tried but did not succeed, and those who did not bother. extent to which each of the mentoring approaches led to
What, if anything, do you think students from the second the development of an expertlike pedagogical problem-
group gained from taking part in the activity? It is our solving process, we used two methods to examine this
understanding that this teacher was weighing learning skills process in each workshop. First, we analyzed the sources
versus content knowledge as goals of instruction. The of information for all information exchanges that took
teachers were honest about their doubts, although, as place in each workshop. Second, we mapped all workshop
described earlier, the instruction they developed and imple- episodes to the principal steps of the pedagogical problem-
mented deviated significantly from former class routines solving process.
and reflected a strong commitment to achieving new goals. We found that teachers did not employ an expertlike
It is clear that these questions had an impact on the pedagogical problem-solving approach under the minimal
implemented instruction and vice versa. Initially, teachers guidance provided in workshop A (minimal guidance). Not
customized innovations to different physics topics. At that all problem-solving steps were executed; few cycles of the
stage the questions reflected a consensus on goals, and the problem-solving process occurred, and the existing ones
only issue at hand was the means to achieve them; thus. did not evolve out of each other. Workshop meetings did
implementation focused on addressing students affective not rely, to any significant extent, on previous workshop
attitudes. As time passed, and the goals were materialized in products, such as on lessons learned from classroom imple-
the implementation, teachers acquired a deeper understand- mentation of customized innovations,
ing of the meaning and implications of the goals, and there Workshop B (maximal guidance) differed from
was a need to reexamine them. This examination resulted in workshop A (minimal guidance) in that more teachers
focusing the guidance of students on revision rather than on implemented the materials, more iterations took place,
the whole problem-solving process. While doing so, the and more information exchanges were based on previous
teachers dared to do more and more nontraditional things in workshop products. Yet, planning was almost entirely
the classroom. The changes, however, emerged over a very absent and some of the innovations customized in the
long time period and ranged along several dimensions. workshop and the evaluation tools developed in the work-
shop were not implemented.
Only in workshop C, in which the interaction between
IV. CONCLUSION
the workshop leader and the participating teachers was
The goal of this study was to identify mentoring structured according to the cognitive apprenticeship
approaches that foster expert pedagogical problem solving approach, did the teachers engage in a full and continuing
and to empirically examine the hypothesis that custom- expertlike pedagogical problem-solving process. The
ization workshops that employ the mentoring approach of problem-solving process was interwoven with group pro-
cognitive apprenticeship effectively lead teachers to enact cessing episodes.
expertlike pedagogical problem solving. To answer our second research question about the prac-
To do so, we studied the pedagogical problem-solving tices and perceptions developed by the participating teach-
process that took place in three customization workshops ers in a workshop where an expertlike pedagogical
that differed in their mentoring approaches. problem-solving process took place, we examined the
We first analyzed the actual distribution of roles between changes in curricular products developed during the two
the workshop leader and the participating teachers to years of this workshop, workshop C.
determine the mentoring approach used in each workshop. We found substantial improvement in teachers practice
This analysis showed that workshop A (minimal guidance) and perceptions. Teachers persisted in tailoring existing
was a version of the minimal guidance approach to research-based curricula to suit their needs, while changing
involving teachers in pedagogical problem solving. perceptions and practices to promote students expertlike
However, when the workshop leader realized that the problem solving. They experimented more boldly and
teachers were not taking control of the problem-solving more often with nontraditional methods in the classroom.
process, she took control back and initiated the workshop However, we found that it took a very long time for
activities. Workshop B (maximal guidance) tended toward teachers to internalize the workshop goals. While in

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early workshop discussions it seemed that there was a con- strategy. Scaffolding is provided by guiding the teachers in
sensus on goals, leaving only a need to consider means, as their pursuit of the prescribed pedagogical problem-
time passed and the goals were materialized through their solving process as it is embedded in the definition of the
implementation, teachers reexamined these goals and altered flag person framework. This process comprised analysis,
their understanding of the problem-solving process along planning, implementation, and evaluation stages as shown
with their instructional role within it. This finding corrobo- in Table VII.
rates the work of Fullan and Stiegelbauer [95] who found that To summarize, this study shows that to turn fundamental
it takes a minimum of two years of professional development pedagogical problems into an effective vehicle in teachers
for a teacher to fundamentally change his or her approach. professional development, one needs to carefully structure
These findings allow us to suggest a form of mentoring their exploration. In particular, this study suggests that
that indeed leads to the enactment of an expertlike applying cognitive apprenticeship in customization work-
problem-solving process. Based on these findings, we con- shops, in a manner similar to its application in the teaching
clude that the most effective mentoring approach examined of expertlike problem solving in the physics classroom, can
here was the cognitive apprenticeship approach taken in effectively scaffold teachers exploration of fundamental
the flag person framework, the backbone structure of pedagogical problems in the context of customization
workshop C. In the flag person framework, group work workshops.
is structured by assigning roles (e.g., documenter, ACKNOWLEDGMENTS
feedback provider, summarizer) and is supported by group
processing sessions. The implicit or tacit problem-solving We would like to thank the teachers who participated in
strategies of experts are externalized via the mentors this study. Their professional integrity enabled us to carry
prescribing and enforcing of an expertlike problem-solving out this work.

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