An Online Setting for Exploring,
Constructing, Sharing and Learning Mathematical Ideas
Marco A. Olivera, marco.pumas@gmail.com
Dept. of Mathematics Education, Center
for Research and Advanced Studies (Cinvestav)
Ana Isabel Sacristán, asacrist@cinvestav.mx
Dept. of Mathematics Education, Center
for Research and Advanced Studies (Cinvestav)
Abstract
We present here an on-going research
project on mathematical learning through a process of building math models in a
context of rich experimentation and virtual collaboration in an online
environment. Our design ideas aim to 1) harness the potential of technological
tools for exploration, discovery and learning; 2) use the Internet and social
networks as a means of virtual communication and collaboration. Although online
distance education is becoming more prevalent, this type of virtual
collaboration for learning hasn’t yet been exploited much in our country
(Mexico). We present the fundamental design of our setting, research objectives
and sample activities.
Keywords
Technology-enhanced learning, mathematics, collaboration,
constructionism, distance education
Introduction and research
objectives
For the past couple of years, we have been
working on building an Internet-mediated laboratory for experimentation and
virtual collaboration, in which students can explore mathematical problems. Sciences
such as physics, chemistry, etc. depend on research carried out in
laboratories; but in mathematics, research is done through an idealized world
where the tool for discovery is intuition (Klarreich, 2004). Thus our objective
has been in developing and researching a virtual setting (an “online lab”)
where technology is used in a two-fold way: as a tool for local
experimentation; and as a vehicle for communication and collaboration.
We present here parts on-going study that
aims to investigate how students can explore mathematical ideas through
experimentation and virtual collaboration (via a social network), which may lead
to insights and discoveries that can be more difficult through traditional
media. The main purpose is to encourage students to make discoveries and build
knowledge, following the constructionist paradigm (Papert & Harel, 1991),
in a technological environment that is conceived as a research laboratory where,
through computer programming and construction (which can involve processes such
as trial and error, debugging and feedback) learning can be enhanced (see also
Hitt, 2003; or Sacristán et al., 2010). Online blogs and social networks are
used so that participants can collaborate on a task or set of problems related
to a particular topic, sharing their ideas, knowledge and expertise.
It is remarkable how thirty years ago,
Papert (1980) had already proposed that computer microworlds could be used in
this way and for constructionism. Nowadays, the affordances of digital
technologies are more powerful and readily available, in particular allowing
virtual collaboration and communication. In spite of the growing tendency in
the use of virtual settings in education, “constructionist online
collaboration” is still rare; thus, we believe that the potential of virtual
collaboration, as such, can be exploited much more in education and may be
attractive to students in all levels who are already immersed in the dynamics
of social networks. For this, we have designed a web-based educational platform
that has, as basic elements, tools for collaboration, communication (including
a discussion forum and blogs) – see Figures 1 and 2 –and a repository of
various types of documents (e.g. tasks, programming activities, images, videos
sharing, the activity software files, etc.).

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Figure 1: Social network tools of the virtual
setting |
Figure 2: Portal to one of the explorations on the
platform including to its forums and blogs |
As already stated above, in our project, we
use technology as a tool for exploring and constructing mathematical ideas; and
as a tool for communication and collaboration. The key objectives of our study
are thus twofold: 1. To encourage experimentation, collaboration and reflection
of mathematical problems among virtual community members. 2. To analyze how
these processes can promote learning in the participants. This analysis
includes looking at the role of the computational and ICT tools in the development,
exploration and learning of the mathematical ideas studied in the virtual
environment; what thinking processes and attitudes are developed; but also what
difficulties are encountered in the execution of the virtual collaborative
activities.
Background and theoretical framework: Constructing,
sharing and learning
As stated above, our main theoretical
principle is the constructionist paradigm. Thus, we define our virtual
exploratory environment as a place where one can create, execute and
disseminate mathematical experiments across a computing infrastructure
consisting of a set of programmable objects. Jeschke, Richter & Seiler
(2005) define the concept of a virtual laboratory in mathematics and social sciences
as a set of interactive tools that achieve learning through exploration. Some
authors, such as Schmid et al. (2001), have designed virtual labs where they
can perform simulations, interactive animations, and experiments. Other
studies, such as those of Hoffman et. al (1994) and Sánchez et. al. (2002),
combine laboratory experiments with computer simulations and experimentations
that involve the manipulation of various physical tools controlled remotely via
a web platform.
In our study, the context in which the
mathematical activities take place, as well as the social forms of interaction,
are as important as the tasks themselves (Hoyles & Noss, 1987). Thus our
activities take place in a type of social network, where participants can share
a concern or set of problems on a topic and deepen their knowledge and
expertise through a social structure based on collaboration – akin to what can
happen in Wenger’s (1998) communities of practice. In other words, the key
aspect is a collaborative learning strategy: a carefully designed system to
organize and lead the interactions between team members (Johnson & Johnson,
1997). Collaborative learning is developed through a gradual process in which
members can feel mutually committed to the learning of others, creating a
positive interdependence not involving competition (Lucero et. al, 2003; Crook,
1998; Johnson & Johnson, 1997). In our project, most of this collaboration
takes place virtually.
It is worth noting that a main inspiration
and background study for our research was that of the WebLabs project, which
was a European research project in mathematics education involving schools and
research institutions in six countries. In that project, a community of
students, teachers and researchers worked collaboratively exploring
mathematical ideas and scientific phenomena through computational and virtual
infrastructures (see Matos et. al. 2003; Sendova et al., 2004; Kahn, 2004;
Mousolides et. al, 2005; Simpson, Hoyles and Noss, 2005; Mor et al., 2006). The
aim of Weblabs was to investigate new representational infrastructures for
constructing, sharing and learning mathematical and scientific ideas. Since the
design and conception of the WebLabs project, included many of the same
theoretical and methodological ideas that we support (such as a constructionist
use of technology, and collaboration in virtual communities), we have used it
as a basis for our research.
In terms of the mathematical explorations
and tasks, many these are conceived to promote learning through the building of
models. What is meant by modelling? This can be understood in several ways.
First, it can be understood as the construction of a mathematical model, thus bridging
real world phenomena with the mathematical world:
Mathematical modeling is a process of
representing real world problems in mathematical terms in an attempt to find
solutions to the problems. A mathematical model can be considered as a
simplification or abstraction of a (complex) real world problem or situation
into a mathematical form, thereby converting the real world problem into a
mathematical problem. (Ang, 2001, p. 64)
But modelling can be used, not only to
“find solutions” but, as Epstein (2008) emphasizes, to explain phenomena. Therefore models and their representations can be of different
levels of complexity and/or accuracy (i.e. more mathematically-dependent or
less). Lesh and Doerr (2003, p.10) explain that: “Models are conceptual
systems … that are used to construct, describe, or explain the behavior” of a
system. Thus, modelling is a powerful tool that can
enhance the principles of scientific thinking (Aris, 1994). That is, creating
one’s own models can be a powerful learning experience that can help to better
understand the world around us. Digital technologies have provided a new medium
for building, analyzing, and describing models; they make it easier to build
and explore one’s own models and learn new scientific ideas in the process (Colella,
Klopfer, & Resnick, 2001). One example of the possible constructionist
nature of modelling real world problems, and of its potentials for learning, is
described by Noss and Hoyles (1996) in relation to computer-based tasks related
to modelling the mathematics of banking:
Throughout the work, our students
constructed and reconstructed the resources we provided, and explored and
expressed regularities and structures they encountered. We gave them the simple
programs as building blocks, but they edited them, switched variables and
parameters, and recombined these blocks to model financial situations, some of
which were strange to our eyes […] the mathematical and banking ideas came to
be woven together to produce a powerful synergy, making both the mathematics
and the structures of banking practices more visible. The power of the computational
modelling approach was that it facilitated this interconnection: students could
interlace their banking knowledge with the mathematical ideas we intended to
teach and in the process take control of the direction of their investigations. (Noss & Hoyles, 1996, p. 29)
Lesh and Doerr (2000) claim that some of the key components involved in models and modelling are
symbolizing, communicating and mathematizing. We want to exploit these in our
project so that the tasks in our online lab provide our students with the
opportunity to engage in activities as mathematicians (Papert, 1972): by
symbolizing ideas in the problem, sharing and discussing their findings with
peers, and refining their proposed model.
The mathematical activities
We have currently been designing
exploratory activities for high-school and university students (although in
later phases of the project we would like to also work with younger students).
In the design of the activities, we have been concerned on how to design
thematic lines or mathematics explorations to enhance motivation and continuous
reflection through the virtual environment. We have thus been concerned with
two things: the mathematical ideas to be studied; and how to carry out the
explorations of those mathematical ideas. Therefore, we have been designing
computer-based exploratory hypothetical learning trajectories (Simon, 1995) of
several mathematical topics (e.g. see Figure 3); the topics we have chosen are
such so that they have the potential to generate several problems for analysis,
and may promote discussion among members of a virtual community allowing in
turn for the emergence of new issues to be analyzed. Some of the explorations
topics we have been working on, are: uniform rectilinear motion with cars;
cryptography (decoding hidden messages using frequency statistics); and the population
growth of spotted owls. For the explorations, we draw from a variety of technological
tools (depending on the activity) to explore ideas and build models, including
Modellus (see below), Logo, NetLogo, Excel and e-Slate. We present below some
sample activities from our study.
The Population of Spotted Owls

Figure 3: Schematic of the owls’ population
activities and learning trajectories
The details of this exploration are beyond
the scope of this paper, but we include some of them here because this is a
real-life problem that can be used to introduce students to many mathematical
topics, but is, particularly, an example of a use of complex numbers. The
mathematical model centres on a system of recursive equations involving populations of rats and
owls, where Ok is the owl´s population at time k; Rk is
the rat´s population at time k; and p is an unknown positive number:

Time (months) |
Owl´s Population
(O) |
Rat´s Population
(R) |
Rate (Rat´s
population /Owl´s Population) |
1 |
|
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2 |
|
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3 |
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Table 1: Populations of owls and rats through time
One of the first tasks is to fill a table
(similar to the one shown in Table 1) that can help students – using the NetLogo
(http://ccl.northwestern.edu/netlogo/) multi-agent programmable modelling
environment – modify, as necessary, a Population Dynamics program to do a
simplified model of this Owls and Rats situation. In order to properly solve
the set of equations, linear algebra is required (leading to a solution
involving complex numbers). So this is an opportunity to introduce themes of
linear algebra to students, through the eigenvectors and eigenvalues of the
matrix:
Or, at another level, through the following matrix equation, where
Jk is the female population of very young owls in the k time; Sk is the is the female population of middle age owls in the k time; and ak is the female population of old age owls in the k time:

The Free Fall explorations
The Free fall activity (which is a
much-exploited activity in mathematics and science education) is intended for
exploration of the movement of an object being dropped down. The purpose of the
activity is for students to construct a mathematical model to express the
relationship between time and height, such as the equation h= g .(t2) / 2,
where h is the height, t is the
time-interval, and g is the gravity constant. The explorations use Modellus, a
free software from Portugal (http://modellus.fct.unl.pt/), for which we provide
a link on our platform. Students have to record a video of the free fall of a
ball (or other object), using a video camera, upload it unto the Modellus
system, and analyze the mechanics of the experimental data, first locally, on
their own computers, and then through virtual collaboration (see below). The
Modellus software allows for analysis of the distance from the origin and the
floor, at different time intervals (see Figure 4), so that the speed in each
interval can be inferred, and eventually they might discover that there is a
constant (the gravity constant).

Figure 4: Analysis, using Modellus, of a person
dropping a ball. |

Figure 5: Blog of
the “Free fall” activity. |
On the platform we provide a worksheet with
reflection questions regarding the activity, as well as suggestions of
different working tables; using the questions and tools on the worksheets as
guidelines, students then write down, on a blog (Figure 5), their inferences
about the phenomena derived from their explorations using the software; they
can add their videos, files and screen captures. They can then participate in
online virtual collaborative discussions, sharing ideas and analyzing each
other’s data and conclusions, in order to refine their individual models and
construct a collaborative model of the phenomenon
In summary, the purpose is for students to
collaboratively build a mathematical model of the free-fall phenomenon, through
a hypothetical learning trajectory that involves processes of: getting data,
discussing their findings through the blog, the forum, when possible
video-conferences, and then test their model using the Modellus software; this
is a cyclical process until a mutual agreement is reached on a mathematical
model that best describes the phenomena, and finding the gravity constant. This
activity is followed by a second activity to discover the gravity constant on
the Moon, by analyzing videos of a man jumping on the Moon.
The Moving Cars explorations
The Moving Cars activity is intended for
students to explore linear motion with constant speed, and
model it through a mathematical process of experimentation. The phenomenon of uniform rectilinear movement encompasses a
wealth of mathematical ideas to be explored and experimented by students, and
yet is a real phenomenon that can be modelled using basic equations. For this
activity we also use the Modellus environment.
The tasks in this activity are of two
kinds:
§ Initial
exploration tasks, proposed by the teacher.
§ Open
exploration tasks proposed by the students.
The first group of tasks is intended to
provide students with the intuition of "uniform rectilinear motion with
constant velocity". For this, we start from different situations: A first situation
is given by providing a Modellus model (see Figure 6), with two moving vehicles
that begin their journey at the same time with different speeds (for example,
car A has a speed of 5 km/hr, while car B has a speed of 7 km/hr).

Figure 6: Exploration of the
movement of two cars with the Modellus software

Figure 7: Defining the
mathematical equations of the distance covered by each car |

Figure 8: Graph and table of the
distance covered in function of the time |
Students can define the mathematical
equations of the distance covered by each car, as shown in Figure 7. In
Modellus they can also build a table of distance covered by each car in
function of the time (see Figure 8). Some of the explorations that are suggested refer to the
question: After how long will the vehicles be separated by an x distance (for
example, by 80, 90, or 150 miles)? To answer this, students must manipulate the
mathematical objects, define new mathematical equations by creating another
variable which measures the distance between objects, and, at a higher level,
solving an equation. During the explorations, they can use exploration tools,
such as the one to measure distances (see Figure 9), or the one (see Figure 10) for defining distances (a
function) by parts (see Figure 11).

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Figure 9: Modellus tool to
measure distances |
Figure 10: Modellus tool to
define a function by parts |
Figure 11: Distance defined by
parts, considering time intervals |
The second group of tasks (those proposed
by students for other students) is intended for students to explore their own
ideas and socialize with their peers, thus promoting collaborative work. Some
ideas for this, include students proposing a graph to other students (over the
virtual platform), and asking the other students to find/build a model or
mathematical equations that fits the graph; or viceversa: proposing the
mathematical equations of the model and then asking their peers to describe a
situation that fits these.
Methodological aspects and preliminary
results
Currently we are working with a learning
community that consists of 60 adult continuing education students enrolled in a
distance (online) open university system (www.abiertayadistancia.sep.gob.mx – launched two years ago by the Mexican Ministry of Education), studying
towards a degree in Mathematics. These students are finishing their second year
of studies, and constitute a very mixed community of students of all ages and
backgrounds and are located in different parts of the country. These are
subjects who are, to some degree, familiar with self-study and with the use of
different tools used in distance education, such as a learning platforms and
forums, etc, since the distance university system is based on Moodle. However,
for our study we chose not to use Moodle since we found it limited in terms of
social networking capabilities and for virtual collaboration; we thus have our
own platform (http://imat.cinvestav.mx).
One of the approaches for the data analysis
is based on the documentary approach proposed by Gueudet and Trouche (2009) who
consider that the analysis of documents (which in our case are all of the
participants’ contributions on the virtual platform: e.g. comments on forums;
messages – which include written interviews from our part; blogs; development
of computational objects or codes; approaches to the problems; etc.) should
consider the following components: the material component (i.e. the set of
resources used in the educational activity), the mathematical component (the
concepts and activities involved the study) and the dialectical component
(which includes the organization and planning of the activity).
So far, 27 of the 60 students (with an
interesting age range from 20 to 70 years old) have volunteered to take part in
our study, with more signing up every day. We have divided these students to
participate in the different activities. A first group, consisting of 6
students, have been working on the Moving Cars explorations. Below we give some
initial findings from this group.
First, there were initial difficulties in
the proposed collaborative and exploratory model of working, because this is
very unusual in the Mexican educational system. Participants are thus used to
simply following detailed instructions from a teacher, solving some activities
individually and expecting a grade. To collaborate virtually, was even stranger
for them. So one of the first obstacles was for them to understand this new
working paradigm and that it wasn’t “solving a problem that would be graded”.
However, gradually the participants have been getting used to the activities
and began engaging first in discussions on what it means to build a
mathematical model. Through these discussions they identified (as a virtual
group) that there have to be elements such as variables
and equations that describe a mathematical model; and, individually, they began
building their models in Modellus, such as the case of Judy who published in
her individual blog on the platform, an image of her model (Figure 12).
There also had discussions on the forums in
relation to the concepts of speed and velocity, as well as on the meaning and
interpretation of the graphs. Thus we are beginning to see good results from
the virtual activities in the sense that there is collective reflection and
discussion on the meanings of the activities, concepts and elements involved. A
student also proposed a model for the use of a taxi, involving distance, time
and cost; this has also led to discussions among the members. Work continues
and we hope to achieve further positive results and meaningful learning and
constructions.

Figure 12: Judy’s first model in
Modellus
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