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ORIGINAL ARTICLE Learning trajectories: a framework for connecting standards with curriculum Jere Confrey Alan P. Maloney Andrew K. Corley Accepted: 21 May 2014 Ó FIZ Karlsruhe 2014 Abstract Educational Standards provide a statement of educational competency goals. How to integrate such goal statements with the instructional core, in ways that promote curricular and instructional coherence and continuity of student learning, is a perennial challenge. In the United States, the Common Core State Standards for Mathematics, or CCSS-M, have been widely adopted, and are claimed to be based on research on learning in general and on learning trajectories in particular. The relationships, however, are tacit and incompletely, and sometimes controversially, articulated. This paper describes a body of work that associates the first nine grades of Standards (K-8) to eighteen learning trajectories and, for each learning tra- jectory, unpacks, interprets, and fills in the relationships to standards with the goal of bringing the relevant research to teachers (TurnOnCCMath.net). The connections are made using a set of descriptor elements, comprised of conceptual principles, coherent structural links, student strategies, mathematical distinctions or models, and bridging stan- dards. A more detailed description of the learning trajec- tory for equipartitioning (EQP) shows the detailed research base on student learning that underpins a particular learn- ing trajectory. How curriculum materials for EQP are designed from the learning trajectory completes the ana- lysis, illustrating the rich connections possible among standards, descriptors, an elaborated learning trajectory, and related curricular materials. Keywords Learning trajectories Á Mathematics standards Á Mathematics curriculum Á Equipartitioning Á Descriptors 1 Introduction Adoption of the Common Core State Standards for Mathematics (CCSS-M) (CCSSI 2010) by 45 states and 5 territories (out of a total of 56 states and territories) in the U.S. provides an opportunity to organize curriculum development around the concept of learning trajectories (or learning progressions). A set of grade-by-grade edu- cational goal statements for student competencies in Mathematics, the CCSS-M, has been described as a means to promote increased rigor, focus, and coherence among the standards across the various states in the U.S. The CCSS-M document, developed by two associations of state officials, thus represents rarely seen consensus on specific education policy among the majority of States, a necessity due to Constitutional restrictions on the role of the federal government in education. While these partic- ular organizational relationships are peculiar to the United States, the question of how standards can be related to research on learning and then made visible and useful to practitioners is a problem shared internationally. The writers of the CCSS-M had a mandate to base the standards on established research. A meeting hosted at North Carolina State University brought writers of the standards together with researchers to discuss the potential of learning trajectories (LTs) research to act as an evidence base for the standards (Daro et al. 2011). Researchers The term curriculum can refer to a framework of standards, a scope and sequence of detailed objectives, or a set of organized materials. The term in the title refers to the full array of meanings; other uses in the paper specify the reference. J. Confrey Á A. P. Maloney (&) Á A. K. Corley North Carolina State University, Raleigh, NC, USA e-mail: [email protected] URL: http://www.gismo.fi.ncsu.edu 123 ZDM Mathematics Education DOI 10.1007/s11858-014-0598-7

Learning trajectories: a framework for connecting standards with curriculum

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ORIGINAL ARTICLE

Learning trajectories: a framework for connecting standardswith curriculum

Jere Confrey • Alan P. Maloney • Andrew K. Corley

Accepted: 21 May 2014

� FIZ Karlsruhe 2014

Abstract Educational Standards provide a statement of

educational competency goals. How to integrate such goal

statements with the instructional core, in ways that promote

curricular and instructional coherence and continuity of

student learning, is a perennial challenge. In the United

States, the Common Core State Standards for Mathematics,

or CCSS-M, have been widely adopted, and are claimed to

be based on research on learning in general and on learning

trajectories in particular. The relationships, however, are

tacit and incompletely, and sometimes controversially,

articulated. This paper describes a body of work that

associates the first nine grades of Standards (K-8) to

eighteen learning trajectories and, for each learning tra-

jectory, unpacks, interprets, and fills in the relationships to

standards with the goal of bringing the relevant research to

teachers (TurnOnCCMath.net). The connections are made

using a set of descriptor elements, comprised of conceptual

principles, coherent structural links, student strategies,

mathematical distinctions or models, and bridging stan-

dards. A more detailed description of the learning trajec-

tory for equipartitioning (EQP) shows the detailed research

base on student learning that underpins a particular learn-

ing trajectory. How curriculum materials for EQP are

designed from the learning trajectory completes the ana-

lysis, illustrating the rich connections possible among

standards, descriptors, an elaborated learning trajectory,

and related curricular materials.

Keywords Learning trajectories � Mathematics

standards � Mathematics curriculum � Equipartitioning �Descriptors

1 Introduction

Adoption of the Common Core State Standards for

Mathematics (CCSS-M) (CCSSI 2010) by 45 states and 5

territories (out of a total of 56 states and territories) in the

U.S. provides an opportunity to organize curriculum

development around the concept of learning trajectories

(or learning progressions). A set of grade-by-grade edu-

cational goal statements for student competencies in

Mathematics, the CCSS-M, has been described as a means

to promote increased rigor, focus, and coherence among

the standards across the various states in the U.S. The

CCSS-M document, developed by two associations of

state officials, thus represents rarely seen consensus on

specific education policy among the majority of States, a

necessity due to Constitutional restrictions on the role of

the federal government in education. While these partic-

ular organizational relationships are peculiar to the United

States, the question of how standards can be related to

research on learning and then made visible and useful to

practitioners is a problem shared internationally.

The writers of the CCSS-M had a mandate to base the

standards on established research. A meeting hosted at

North Carolina State University brought writers of the

standards together with researchers to discuss the potential

of learning trajectories (LTs) research to act as an evidence

base for the standards (Daro et al. 2011). Researchers

The term curriculum can refer to a framework of standards, a scope

and sequence of detailed objectives, or a set of organized materials.

The term in the title refers to the full array of meanings; other uses in

the paper specify the reference.

J. Confrey � A. P. Maloney (&) � A. K. Corley

North Carolina State University, Raleigh, NC, USA

e-mail: [email protected]

URL: http://www.gismo.fi.ncsu.edu

123

ZDM Mathematics Education

DOI 10.1007/s11858-014-0598-7

subsequently submitted trajectory examples to the writers.1

Learning trajectories or progressions in mathematics edu-

cation are research-based frameworks developed to docu-

ment in detail the likely progressions, over long periods of

time, of students’ reasoning about big ideas in mathemat-

ics. The writers used this research base among other

sources of evidence. They also acknowledged the need for

continued research, writing, ‘‘One promise of common

state standards is that over time they will allow research on

learning progressions to inform and improve the design of

standards to a much greater extent than is possible today’’

(CCSSI 2010, p. 5). Thus, by using research on learning

trajectories and also calling for continued work, the writers

helped to establish standards as living documents with

clear expectations of change and further research over

time. This stance has international implications, recogniz-

ing that learning trajectories are dynamic; they are

responsive to tasks, forms of instruction, culture, and tools.

Different researchers will propose different sequences;

with evolving methodologies, our understanding of them

will change over time. The purpose of this paper is to

describe how to relate standards, research on learning,

specific learning trajectories, and the development of cur-

ricular materials. Similar approaches can be developed in

any country for which explicit standards exist.

Once the CCSS-M had been widely adopted, pressure

increased to help teachers interpret and implement them.

To assist, our research group divided the Standards into 18

learning trajectories and set about unpacking them. We

named what we wrote, descriptors of the standards. As we

wrote more of them, we identified key elements of those

descriptors that generalized across the learning trajectories.

Thus, our use of the term learning trajectory broadened to

refer to clusters and sequences of standards and their

related descriptors. While these ‘‘learning trajectories’’ fit

our initial meaning for a learning trajectory, they tended to

be less precisely structured, because we now sought to

communicate a range of research results, ordered to align

roughly to the Standards. We say roughly because the

process is probably best thought of as ‘‘fit,’’ because we

accepted that the Standards were the policy instrument for

organizing instruction by grade level, but by their own

admission the Standards were not a ‘‘curriculum.’’ (Note:

the authors of the Standards also did not define their

meaning of this term.) By necessity and design, the Stan-

dards represent only what competencies should be

accomplished at grade levels, but not in what order within

grade levels, or with indication of how to connect them

across grade levels. Thus, our process was to order the

Standards within learning trajectories, to help teachers

understand the related research, and to make their intro-

duction to the Standards more efficient and compact.

As we were performing this service to the field, we also

continued to conduct research in-depth on a particular

learning trajectory, equipartitioning. This work represents

what a learning trajectory looks like when developed

independent of Standards. In the context of this work, we

created curriculum materials and an assessment system to

allow us to study how students progressed in the learning

trajectory at the upper levels. When it came time to unpack

the equipartitioning learning trajectory in relation to the

Standards, we worked diligently to link our empirical

work, our design research on curriculum materials and

assessment, and the descriptors and the Standards.

In this paper, we distill this process into a description of

how a broad synthesis of a ‘‘learning trajectory as standards

and descriptors’’ can be connected to an ‘‘empirically

derived learning trajectory’’ that is itself linked to a set of

curriculum and assessment materials. We do this in six steps:

1. Analyze standards into learning trajectory clusters;

2. Develop ‘‘learning trajectories as standards and

descriptors’’;

3. Specify the ‘‘empirically based learning trajectory’’ as

proficiency levels;

4. Design related curriculum and assessment materials;

5. Study implementation;

6. Revise the learning trajectory and curriculum materials,

based on empirical evidence (including assessment).

In addition, after we describe the ‘‘empirically based

learning trajectory’’ (Sect. 3.3.1), we add a section dis-

cussing how that previously derived empirically based

learning trajectory was linked to the CCSS-M ‘‘learning

trajectories as standards and descriptors.’’ This section is

important to demonstrate how it was necessary to ‘‘fit’’ the

different types of learning trajectories together, based on

how they evolved in real time.

Thus, while we present the six steps in a sequence, we

note that they often inform each other, are fitted together,

and should be revised and refined over time. We suggest

that articulating the six steps is useful in describing the

overall iterative process of progress toward coherence

among policy, research, design and development.

2 Definitions

2.1 What are standards?

Relating standards to curriculum writ large via learning

trajectories is a means to bring research into mainstream

1 Author Confrey served on the National Validation Committee for

the Common Core State Standards. She analyzed drafts of the CCSS-

M for alignment with the learning trajectories research base and

provided corresponding feedback to the CCSS-M writers.

J. Confrey et al.

123

educational practice. It requires careful effort to align

policy, research, and practice, and will only succeed to the

degree to which these factors, along with teacher prepa-

ration, curriculum development, and assessment, are

aligned. Iterative design and development of these com-

ponents are required.

The CCSS-M, first and foremost, are goal statements for

learning. They summarize what students are intended to

accomplish and the practices they are intended to adopt to

collectively become an educated citizenry, intellectually and

economically successful in the 21st century global economy.

Standards are also, necessarily, compromises among

communities of experts. They contain a mixture of math-

ematical and psychological language. While some might

argue for simple propositional statements of skills or con-

cepts, devoid of pedagogy, common educational standards

inevitably draw in pedagogy through content emphasis and

timing. The strong emphasis in the CCSS-M on the use of

the number line as a representation of the number system,

for example, expresses in part a pedagogical preference,

not a mathematical obligation. Likewise, expressing the

Standards by grade level, along with the intent of ensuring

coordination across grades, implies certain pedagogical

dispositions. Finally, the Standards describe when students

are held accountable for learned ideas or skills; for ideas

that develop gradually, over extended periods of time,

scaffolding must be put in place earlier if students are to

meet accountability schedules.

The CCSS-M are in fact underspecified, which is nec-

essary to facilitate flexible implementation of educational

approaches that are continually being developed and

revised as we collectively learn more about how students

learn. However, they do identify sequences and linkages of

ideas:

…the ‘‘sequence of topics and performances’’ that is

outlined in a body of mathematics standards mus-

t…respect what is known about how students learn.

As Confrey (2007) points out, developing

‘‘sequenced obstacles and challenges for stu-

dents…absent the insights about meaning that derive

from careful study of learning, would be unfortunate

and unwise.’’ In recognition of this, the development

of these Standards began with research-based learn-

ing progressions detailing what is known today about

how students’ mathematical knowledge, skill, and

understanding develop over time (CCSSI 2010, p. 4).

2.2 What are learning trajectories?

We use the terms trajectories and progressions inter-

changeably here, with the following working definition for

learning trajectory:

… a researcher-conjectured, empirically supported

description of the ordered network of constructs a

student encounters through instruction (i.e. activities,

tasks, tools, forms of interaction and methods of

evaluation), in order to move from informal ideas,

through successive refinements of representation,

articulation, and reflection, towards increasingly

complex concepts over time (Confrey et al. 2009a).

This definition, similar to others in mathematics edu-

cation (cf. Clements et al. 2004), emphasizes that learning

trajectories are conjectures, based on empirical study of

student learning and of how student ideas develop from

naı̈ve conceptions to learned ideas (domain goal under-

standings). Classroom instruction is assumed to play a

central role, including all forms of teacher support,

appropriate tasks and tools, peer-to-peer discourse, and the

language necessary to specify and build ideas.

Research aimed at developing learning trajectories/pro-

gressions in K-12 mathematics, including curriculum based

on such learning trajectories, includes early childhood

mathematics (Clements and Sarama in press), early algebra

reasoning (Blanton and Knuth 2012), geometric and spatial

thinking (Battista 2007), length and area measurement

(Barrett et al. 2012), distribution and spread (Leavy and

Middleton 2011) and data modeling (Lehrer et al. in press),

fractions, percentages, decimals, and proportions (van

Galen et al. 2008), linear measurement and geometry (van

den Heuvel-Panhuizen and Buys 2005), early numeracy

(Van den Heuvel-Panhuizen 2008) and early foundational

work on children’s learning of fractions and ratio (Streef-

land 1991), and developmental progressions for aspects of

probabilistic (Watson and Kelly 2009) and statistical

(McGatha et al. 2002; Watson 2009) reasoning. This list is

by no means exhaustive.

Learning trajectories are not a stage approach (Piaget

1970), which delineates developmental stages that must be

mastered before passage to later stages. Rather, they are

probabilistic statements that claim that, given rich tasks

and tools carefully sequenced to build from prior knowl-

edge, students tend to exhibit predictable ranges of

behaviors, including their responses to the tasks and their

ways of speaking about or explaining their reasoning.

Among the features of these empirically based claims is

that students’ beliefs may be productive at an early point,

but become dysfunctional or incorrect later, requiring stu-

dents to modify or replace them. As an example from

equipartitioning, young students may claim that when a

single whole is equipartitioned, the parts must be of the

same size and shape to qualify as fair shares. This student

belief is often productive in facilitating their early rea-

soning about fair shares. But when children later encounter

two identical rectangles—one split in half vertically and

A framework for connecting standards with curriculum

123

the other split in half diagonally—and are asked which

piece, if any, is larger, they come to recognize that two

shapes do not need to be congruent to be equal in size

(Confrey and Maloney 2012).

Learning trajectories are also not logical analyses based

on disciplinary prerequisites. They are, instead, the result

of empirical investigation of what children recognize,

value, and perceive, and how distinctions evolve from

those experiences (Confrey and Maloney in press; Cle-

ments and Sarama in press). In the afore-mentioned

example, of children first believing that equal-sized parts

must have the same shape to have the same size, and later

encountering the realization that equal parts must be the

same size but not necessarily the same shape, the founda-

tions for the original belief and its modification are not

logical but experiential.

3 Process of linking standards, learning trajectories,

and the intended and enacted curriculum

3.1 Analyzing standards into learning trajectory

clusters

The CCSS-M and its corresponding documentation estab-

lish an intended connection between the Standards and

learning trajectories, but fully delineated relationships were

not developed. Several groups, such as the team at Illus-

trative Mathematics (www.illustrativemathematics.org),

provide illustrations of the range and types of mathematical

work that students experience in a faithful implementation

of CCSS-M. We wished, however, to lay out more fully

articulated relationships between empirical study of student

learning and the Standards, and to distinguish such

analyses from (1) logical/mathematical or propositional

analyses based on thought experiments of possible

sequences, and (2) the treatment of topics that one would

find in textbooks for elementary mathematics or pedagog-

ical methods. We sought to interpret in detail the intention

of CCSS-M to support deep, conceptual mathematical

reasoning via learning progressions. The impetus for this

work was two-fold: (1) to provide a resource that interprets

the more conceptually oriented CCSS-M from the stand-

point of student learning, and to lend more coherence to the

potential curricular implementation of the Standards; and

(2) to take the opportunity for the development of the

Standards to bring mathematics education research to the

attention of teachers by relating the Standards systemati-

cally to the research.

The result of these efforts is TurnOnCCMath.net:

Learning Trajectories for the K-8 Common Core Math

Standards (Confrey et al. 2012b), in which we delineated

18 learning trajectories (Table 1), focusing on ‘‘big ideas,’’

that embedded all of the K-8 Standards. A big idea is ‘‘a

statement of an idea that is central to the learning of

mathematics, one that links numerous mathematical

understandings into a coherent whole’’ (Charles 2005).

Here, the general process will be described first, and then

the specific steps and components of that process will be

elaborated by example of the equipartitioning learning

trajectory.

Numerous design decisions are embedded in the Turn-

OnCCMath resources. Alternate models were considered;

for instance, one that would emphasize the multiple

meanings of Standards in relation to different LTs. At first

glance, our placement of particular clusters of Standards

into particular LTs can seem somewhat unconventional.

For example, we constructed a Division and Multiplication

Table 1 Learning trajectories encompassing the K-8 CCSS-M

Learning trajectory Grades Number (Fig. 1) Learning trajectory Grades Number (Fig. 1)

Counting K–2 1 Time and money K–3a 9

Addition and subtraction K–4 2 Elementary data and modeling K–5 7

Shapes and angles K–7 6 Early equations and expressions K–7 10

Length, area, and volume K–8 5 Place value and decimals K–8 3

Equipartitioning 1–5 4 Division and multiplication 2–6 8

Fractions 3–5 11 Integers, number lines, and coordinate planes 5–8 14

Ratio and proportion, and percents 6–8 12 Linear equations, inequalities, and functions 6–8 13

Rational and irrational numbers 6–8 15 Variation, distribution, and modeling 6–8 17

Chance and probability 7 18 Triangles and transformations 7–8 16

The grade spans reflect both CCSS-M and bridging standards. Number (Fig. 1) column lists the number of the learning trajectory on the hexagon

map in Fig. 1, belowa Limiting time and money to grades K-3 represents a decision by the writers of CCSS-M to limit attention to these topics as mathematical topics

in their own right, rather than as applications of other topics (use of numbers, decimals, etc.). Kamii and Russell (2012) argue that the CCSS-M

treat time simply as a system of representations, implicitly understating the complexity of student learning about time by failing to account for

children’s need to conceptualize temporal relationships and to coordinate hierarchical units

J. Confrey et al.

123

LT as well as a Fractions LT. Multiplication and division

of fractions were placed at the top level of the Division and

Multiplication LT rather than within the Fractions LT,

while addition and subtraction of fractions remained within

the Fractions LT (and not in the Addition and Subtraction

LT). Our rationale was that division and multiplication

create fractions, and fractions become critical multiplica-

tive operators, so fractional division and multiplication are

considered an extension of the meaning of those opera-

tions, whereas addition and subtraction, well established

prior to the introduction to fractions and combining

(additive reasoning) with fractions, are treated as a com-

ponent of a fractional system of numeration.

A hexagon map (Fig. 1; Confrey et al. 2012b) embeds

the K-8 CCSS-M within these learning trajectories, with

the LTs proceeding generally from the lower left to the

upper right, to visually reinforce the notion of increasing

sophistication in student reasoning and complexity of

content across time. Each hexagon represents a single

Standard. The gray-scale view shown here depicts the

Standards by LT across grade levels; an alternate view (not

shown) color-codes the Standards by grade level. As far as

was practical, if the main content of one Standard followed

directly from that of a previous Standard, those Standards’

hexagons were positioned contiguously, upwards and to the

right; when content related to different Standards could be

taught in parallel, those Standards were positioned roughly

in parallel along the general direction of the LT.

3.2 Developing ‘‘learning trajectories as standards

and descriptors’’

A ‘‘learning trajectory’’ implies gradual learning overtime

based on predictable patterns in student thinking. As we

analyzed each learning trajectory cluster and wrote up the

various research findings, we found that those findings

were comprised of a number of common elements. The

research team formalized these ideas into detailed

descriptors comprised of five ‘‘elements’’ (Confrey 2012).

These can be regarded as a set of lenses through which to

view the kinds of intermediate understandings through

which students move from the initial levels of trajectories

to target understandings. Each is briefly described below:

1. Coherent structure a recurring framework or structure

for reasoning, which can be fostered through

Fig. 1 Hexagon map of the K-8

Common Core State Standards

for Mathematics embedded in

18 learning trajectories

(Confrey et al. 2012b). Number

code of the LTs is shown in

Table 1; some LTs composed of

non-adjacent Standards (e.g. 4,

10). See www.TurnOnCCMath.

net for color version of map and

complete descriptions of the 18

learning trajectories

A framework for connecting standards with curriculum

123

instruction to support student investigation and reflec-

tion from lower through upper levels of a learning

trajectory.

2. Underlying conceptual or cognitive principles ‘‘big

ideas’’ within the learning trajectory, including the

target understanding. These may begin with a cogni-

tive primitive, an action from which embodied oper-

ations and schemes are built.

3. Students’ strategies, inscriptions and representations,

misconceptions how students make their reasoning and

intermediate understandings visible. Students invent,

adapt, or adopt strategies and representations as they

solve challenges, demonstrating their ways of thinking

and, often, revealing misconceptions that must be

addressed instructionally. However, misconceptions

often have a kernel of ‘‘right thinking’’ (Confrey

1990), so they must be elicited and then refined into

alternative conceptions or valid intermediate steps on

paths to more sophisticated thinking.

4. Meaningful distinctions and multiple models emergent

mathematical distinctions and models support increas-

ingly sophisticated and nuanced building of the big

ideas. In developing intermediate proficiencies, stu-

dents often invent or adopt generalizations or language

for different categories, or express models that corre-

spond to different schemes that support recognition of

different mathematical situations.2

5. Bridging standards The hexagon map’s progression of

Standards comprises an ‘‘abridged’’ learning trajectory.

Bridging standards represent learning targets that may

be needed instructionally to support greater continuity

of student learning than might be discerned from the

major intellectual targets encapsulated in the CCSS-M

alone.

In Sect. 3.3.2, we describe how depicting the equipar-

titioning learning trajectory as ‘‘standards and descriptors’’

illustrates each of these elements.

3.3 Specifying the ‘‘empirically based learning

trajectory’’ as proficiency levels

3.3.1 Equipartitioning proficiency levels

Equipartitioning3 (EQP) is the construct of ‘‘cognitive

behaviors that have the goal of producing equal-sized

groups (from collections) or equal-sized parts (from con-

tinuous wholes), or equal-sized combinations of wholes and

parts, such as is typically encountered by children initially

in constructing ‘‘fair shares’’ for each of a set of individu-

als’’ (Confrey et al. 2009a, Confrey et al. 2009b). Early

research conducted by Pothier and Sawada (1983) identified

four levels of student partitioning capabilities during

engagement with tasks of partitioning wholes: sharing,

algorithmic halving, evenness, and oddness. Pepper and

Hunting (1998) identified distinct performance differences

in students’ strategies for sharing collections of items,

classified by the extent of systematicity of students’ strat-

egies and whether they resulted in equal shares. Our work

identified three cases of fair sharing in the literature (A—

collections; B—single wholes; C—multiple wholes) and

synthesized student-centered research involving these into

the single construct of equipartitioning (Confrey et al.

2009a). We refined these three cases into a set of profi-

ciency levels. Proficiency levels delineate skills and

understandings that students develop, from less to more

sophisticated, and leading to the capstone level of gener-

alization, the target understanding of the learning trajectory.

Additional research on students solving problems with

different numbers of people sharing and different geo-

metric shapes being shared led to the identification of task

classes. Task classes incorporated different parameter

values for problems. For instance, empirical observations

demonstrated that equipartitioning increases in difficulty

somewhat systematically for both collections and wholes,

from 2-splits (creating two equal-sized groups), to splits of

higher powers of two, other even splits, and then odd splits.

Similarly, splitting rectangular wholes is often easier for

children than splitting circular wholes. A matrix of the

proficiency levels and relevant task classes for equiparti-

tioning is shown in Fig. 2.

Levels 1–5 of the EQP LT include accomplishing

equipartitioning of collections and wholes, justifying

strategies and results, naming the fair share in relation to

the size of the whole (or collection) as ‘‘1/nth of,’’ and,

conversely, identifying the size of the whole in relation to a

single fair share as ‘‘n times as many/much.’’

2 Educators recognize the importance of prior knowledge and of

identifying clear targets for learning. A major challenge, however, lies

in identifying and evaluating intermediate states of proficiency and

understanding their role in moving students forward in their thinking.

To describe these intermediate states, teachers and researchers must

recognize or invent meaningful distinctions; vocabulary terms for

these tend to exhibit properties that are both cognitive and mathe-

matical, such as partitive vs. quotative division, which later simply

collapse to ‘‘division.’’ We refer to these as ‘‘meaningful distinc-

tions.’’ In addition, ‘‘big ideas’’ (conceptual principles within a LT)

may depend on earlier models corresponding to different schemes

governing recognition of situations in the real world. These are

typically captured as a ‘‘generalization’’ that encapsulates multiple

meanings for experts, but tends to obscure the distinctions and models

that students need to grapple with as they learn. Students need ample

opportunity to explore such distinctions and models before moving to

a generalization, to understand implications and adaptability of a

generalization for its many referents and applications.

3 Confrey (2009) introduced equipartitioning as a more general term

for the operation of splitting, in which equal shares are produced. It is

distinct from partitioning, which can refer to breaking or segmenting

into unequal parts, such as a room partition.

J. Confrey et al.

123

The middle levels (6–11) include various emergent

relations and properties related to equipartitioning of single

wholes (rectangles and circles), including composing splits

(anticipating multiplication), compensation of number of

shares and size of shares, and recognizing the theoretical

possibility of sharing a whole for any number of people

(Continuity Principle). The upper levels (12–16) focus on

multiple wholes, and draw on the proficiencies that stu-

dents have developed in working with collections and

single wholes. There are two parallel, main types of strat-

egies: (1) co-splitting (Corley et al. 2012; Corley 2013),

coordinating splits of both the objects and sharers in fair-

sharing problems, resulting in equivalent multiplicative

changes in the values of each quantity (anticipating ratio),

and (2) strategies for dealing, splitting, and distributing

multiple wholes to sharers. Each of these types of strategies

then leads students to the claim that for any a objects

shared among b sharers, the fair share will be a/b objects

per sharer (target understanding, level 16).

3.3.2 Connecting the empirically based LT to the CCSS-M

In this section, we circle back to show how the

empirically based learning trajectory was linked to the

learning trajectory as standards and descriptors post

hoc. This was necessitated by the timing of the work.

The matrix representation in Fig. 2 was developed as a

tool for the construction and mapping of assessment

items to proficiency levels, and developing diagnostic

assessments and construct validity studies. Such repre-

sentations are more relevant to researchers than to

educational practitioners. How then to communicate to

most educators the essential aspects of student pro-

gression from a cognitive primitive (binary split of a

collection or single whole), to articulating foundations

for multiplicative reasoning, including the groundwork

for reasoning about ratio, fractions, division and mul-

tiplication, and do so in relation to the CCSS-M?

Adapting this learning trajectory for the CCSS-M

required designing a way to represent the equiparti-

tioning LT in a way that is both faithful to the research

(to articulate the progression of student reasoning about

equipartitioning), and recognizes the policy significance

of the Common Core Standards. We illustrate how this

was done by describing the application of the descriptor

elements to the ideas from the proficiency matrix.

In TurnOnCCMath, the Common Core Standards and

bridging standards for equipartitioning are organized in

three sections to reflect the case structure of the equipar-

titioning LT (Table 2). We first discuss the six CCSS-M

Fig. 2 Equipartitioning

learning trajectory matrix, with

proficiency levels and task

classes (Confrey and Maloney

2012, updated 2013). ‘X’

represents task classes most

relevant to particular

proficiency levels

A framework for connecting standards with curriculum

123

Standards, and then show how the bridging standards fill in

gaps. The first three relevant CCSS-M Standards occur in

first and second grade; all three concern sharing a contin-

uous whole (LT Section 2). Standard 1.G.A.3 (grade 1)

mentions student understanding for two and four shares,

anticipates the naming of those shares both by relative size

(unit fractions 1/2 and 1/4) and relationally (‘‘one-half of’’

and ‘‘one-fourth of’’), and introduces qualitative compen-

sation between the number of sharers and the size of the

corresponding share. The LT emphasizes describing the

relationship between the reassembled whole and the single

shares as ‘‘times as much as’’ a single share. We interpreted

the Standards’ request to describe the whole in terms of the

number of shares to allude to reassembly within the LT

structure. Standard 2.G.A.3 simply builds on 1.G.A.3 by

including thirds, and adds the student understanding that

fair shares do not need to be congruent (Property of

Equality of Equipartitioning, or PEEQ—Level 10 of the

EQP LT). The third Standard in the LT (2.G.A.2) describes

partitioning a rectangle into rows and columns; in the LT,

as elaborated by the TurnOnCCMath descriptors, the bi-

directional equipartitioning of a rectangle is included as

composition of splits (multiplicative reasoning), even

though the Standard explicitly suggested that verifying the

number of (equi)partitions is a counting exercise (additive

reasoning).

Two-third-grade Standards were incorporated into the

equipartitioning LT: 3.G.A.2—generating unit fractions

from shapes, and 3.NF.A.1—generating fractional quanti-

ties, a/b, by combining a unit fractions (1/b) of an equi-

partitioned whole. The final Standard identified for the

equipartitioning LT, from fifth grade (5.NF.B.3), equates

fractions of the form (a/b) with whole-number division

statements (a 7 b), and indicates that problems involving

whole-number division can have outcomes stated as frac-

tions. This Standard was embedded into the top level of the

learning trajectory (Generalization—i.e., that fair sharing

of multiple wholes (a) among multiple sharers (b), can be

Table 2 Common Core and bridging standards in the equipartitioning learning trajectory

Section 1: Equipartitioning evenly divisible collections

1.EQP.A Equipartition evenly divisible collections into fair shares among up to four sharers, and name the results as a number of objects and

as part of a whole evenly divisible collection (e.g., one-half, one quarter, or one-third)

1.EQP.B Reassemble the evenly divisible collection and describe the whole collection as two, three, or four times as many as in a single share

2.EQP.B Use fair sharing of evenly divisible collections to create 2 9 2 boxes in which one column is labeled as number of objects and the

other as number of people sharing, filling in two rows with 1) the original size of collection, number of people sharing and 2) the size of fair

share, one person

2-3.EQP.E Predict that equipartitioning collections into larger (smaller) numbers of shares results in smaller (larger)-sized shares

(qualitative compensation), and that doubling, tripling, quadrupling, etc., the number of sharers halves, thirds, quarters, etc. the size of the

share (quantitative compensation)

2-3.EQP.F Reallocate shares from departing sharers among remaining sharers

Section 2: Equipartitioning wholes

1.G.A.3 Partition circles and rectangles into two and four equal shares, describe the shares using the words halves, fourths, and quarters, and

use the phrases half of, fourth of, and quarter of. Describe the whole as two of or four of the shares. Understand for these examples that

decomposing into more equal shares creates smaller shares

2.G.A.3 Partition circles and rectangles into two, three, or four equal shares, describe the shares using the words halves, thirds, half of, a third

of, etc., and describe the whole as two halves, three thirds, four fourths. Recognize that equal shares of identical wholes need not have the

same shape

2-4.EQP.C Understand that any single whole (e.g., a circle, a square, a rectangle) can be equipartitioned into any n equal shares

2.G.A.2 Partition a rectangle into rows and columns of same-size squares and count to find the total number of them

2.EQP.D Predict the resulting number of parts from equipartitioning a rectangle using vertical and horizontal cuts

3.G.A.2 Partition shapes into parts with equal areas. Express the area of each part as a unit fraction of the whole

3.NF.A.1 Understand a fraction 1/b as the quantity formed by 1 part when a whole is partitioned into b equal parts; understand a fraction a/b

as the quantity formed by a parts of size 1/b

Section 3: Equipartitioning multiple wholes

2-4.EQP.A Solve and record problems involving fair sharing of collections of indivisible items or of multiple wholes, using co-splits

4-5.EQP.A Equipartition multiple wholes by dealing, splitting, and distributing

5.NF.B.3 Interpret a fraction as division of the numerator by the denominator (a/b = a 7b). Solve word problems involving division of

whole numbers leading to answers in the form of fractions or mixed numbers, e.g., by using visual fraction models or equations to represent

the problem

CCSS-M Standards are listed in plain text, and labeled by the CCSS-M nomenclature; bridging standards are listed in italics, and labeled by a

similar nomenclature, such that ‘‘EQP’’ indicates the learning trajectory (equipartitioning), the first number indicates grade level, and the last

letter indicates an alphabetical order

J. Confrey et al.

123

expressed as fraction a/b and as a division statement a 7b).4

The LT’s proficiency levels are only partially encom-

passed by the Common Core Standards themselves. The

LT includes equipartitioning of collections, and other

major concepts and distinctions necessary for students’

progression through foundations for early multiplicative

reasoning pertaining to ratio and fraction. Children apply

strategies for fairly sharing collections even before they

enter school (Hunting and Sharpley 1988). A coherent

structural element, the three criteria for equipartitioning,

emerges from students sharing both wholes and collections

(Confrey and Maloney 2010; detailed below). Student

reasoning about multiple wholes and fractions (a/

b) requires students to leverage understanding of fair

sharing of both collections and single wholes, and both

should be reflected in early instruction. We therefore added

a number of bridging standards (Fig. 2) to the EQP LT, as a

kind of instructional ‘‘connective tissue’’ for the typically

sparse goal statement skeleton of the CCSS-M.

Bridging standards 1.EQP.A and 1.EQP.B (Sect. 1)

introduce equipartitioning of evenly divisible collections,

reassembly of the created parts, and relational naming.

Bridging standard 2-4.EQP.C (Sect. 2) spans several grade

levels, to address the Continuity Principle of equiparti-

tioning, which represents an anticipatory schema (Steffe

1994). A bridging standard that spans grades reflects that

the particular understandings develop gradually, with

increasingly complex situations that students are likely to

encounter over several years.

The second-grade bridging standard 2.EQP.B introduces

the ‘‘fair share box’’ (Fig. 3) early in the LT, for use ini-

tially with collections, and later for use with both single

wholes and multiple wholes. This simple, two-by-two

tabular device supports children in recording the pairs of

values produced for each of the two quantities (original

amount shared among the original number of people, and

size of the fair share for one person) in fair sharing situa-

tions (Confrey 2012; Confrey et al. 2012b). It visually

establishes that multiplicative relationships are four-valued

(Vergnaud 1994), mediating student understanding of the

inverse relationship of equipartitioning and reassembly

(times-as-many or times-as-much), and later the inverse

relation between division and multiplication.

For equipartitioning collections, bridging standards

2–3.EQP.E and 2–3.EQP.F include compensation (which

later can be extended to form a basis of inverse variation),

and address reallocation, the efficient redistribution of extra

shares in the case that a number of sharers depart, which

sets up distributivity.

Standard 2.G.A.2 (Sect. 2, single wholes) introduces

shapes partitioned into equal-area parts. Bridging standard

2.EQP.D focuses on multiple ways of equipartitioning such

shapes—in particular, the composition of horizontal and

vertical splits as a model for generating such equipartitions

(of a rectangle). This focus helps teachers support students

to develop multiplicative reasoning, and avoid defining

multiplication solely as repeated addition. While repeated

addition may be useful for justifying whole-number multi-

plication, it is thoroughly inadequate for all other rational

numbers, and actually undermines students’ learning about

the multiplicative structure of other numbers (Devlin 2008).

Co-splitting (Sect. 3), which supports subsequent

development of ratio, was added as a grade-spanning

bridging standard, 2–4.EQP.A. Researchers have recog-

nized for decades that ratio reasoning evolves far earlier

than it is introduced in the Standards (Confrey and Scarano

1995; Resnick and Singer 1993; Streefland 1984, 1985).

Other pre-6th grade foundations for ratio, from Standards

that support covariation and correspondence in patterns in

tables (4th- and 5th-grade), are embedded in the Early

Equations and Expressions LT.

Finally, bridging standard 4–5.EQP.A emphasizes how

students gradually combine and extend equipartitioning

proficiencies for collections and single wholes, to multiple

wholes—using strategies such as deal-and-split, split into

benchmark fractions and deal, and split-all—to gradually

approach the general understanding that for any number of

objects and any number of sharers, a objects shared among

b people is the same as a/b objects per person.

Fig. 3 Fair-share box, in this case showing the numerical relation-

ships among the total number of items in a collection, the number of

people sharing, and the number of items in a single share, for a single

person. Pairs of directional arrows indicate corresponding changes in

number of people and number of objects

4 In our professional judgment, fractions and division should be

instructionally related earlier than 5th grade. However, mutual

accommodation of empirically derived LTs and LTs as Standards

and descriptors required compromises. Nonetheless, we would

recommend that teachers build the link earlier.

A framework for connecting standards with curriculum

123

Combining CCSS-M Standards and bridging standards,

examples of the descriptor elements can be identified:

• Coherent structure The three criteria for equipartition-

ing, used for all instances of equipartitioning and

justification: (1) creating the desired number of shares,

(2) creating equal-sized shares, and (3) exhausting the

whole or collection.

• Underlying cognitive principle The proto-operation of

splitting, identified as a cognitive primitive distinct

from counting (Confrey 1988).

• Strategies, representations, and misconceptions Strate-

gies for fairly sharing collections, single wholes, and

multiple wholes, the fair-share box (representation),

and the (initially productive) misconception that fair

shares of congruent single wholes must be congruent.

• Meaningful distinctions and multiple models Compen-

sation, PEEQ, co-splitting, and multiple models for the

notation a/b (as embedded in the LT’s target

understanding).

3.4 Designing related curriculum materials

To conduct research to further specify and validate the

EQP LT, we were required to develop relevant curriculum

materials (grades two to five), because students currently

lack systematic instructional exposure to equipartitioning.

We have now conducted a total of four teaching experi-

ments using versions of the curriculum materials (Confrey

et al. 2012a; Corley 2013). The materials comprised seven

paper-based curricular ‘‘packets’’ mapped onto the learning

trajectory matrix, as shown in Fig. 4, showing the LT

proficiency levels that are explicitly covered by each cur-

riculum packet and measured by assessment items corre-

sponding to each packet. Assessment items were

incorporated in digital, tablet-based diagnostic assessments

developed specifically for each packet. From early

assessment item studies, we recognized that assessing

individual proficiency levels was neither practical (would

require far too many items for the entire LT) nor desirable

(student reasoning about individual items typically incor-

porated multiple proficiency levels). Furthermore, profi-

ciency level overlap between curricular packets reflects the

applicability of some proficiency levels to multiple cases –

Justification and Naming, for instance, were recognized as

distinct practices germane to development of early math-

ematical reasoning, and were therefore included as distinct

proficiency levels.

The instructional model was to present tasks and pro-

mote group discussion intended to elicit the main ideas in

groups of proficiency levels, build student agreement on

task strategies, representations, and promote mathematical

practices such as justification and argument. Tasks

systematically used the cases and the task classes relevant

to individual rows of the EQP LT matrix, varying the

anticipated item difficulty at those levels. For example,

tasks for sharing collections used the context of pirate

treasure (see Wilson et al. 2012), and varied the number of

pirates and the gold coins. The tasks typically began with a

challenge for students, requiring sharing of strategies,

justifications, and results, and concluded with introduction

or recapitulation of relevant terms and vocabulary.

3.5 Studying implementation

Curricular and assessment tasks generated evidence about

what topics came easily to students and which were more

novel or produced unexpected results (Confrey et al.

2012a; Corley 2013). We provide three examples here to

illustrate how those studies of implementation of the cur-

riculum shed light on subsequent development of the LT,

its relation to the standards, and implied revisions to the

curriculum itself, or our approach to assessment.

Example 1 (reassembly of shares and relational naming).

The first teaching experiment involved students who had

completed 2rd or 3rd grades (from 7 to 10 years of age).

They quickly generated fair shares of collections by deal-

ing (distributing one-by-one). Observing one another, they

quickly appropriated methods of systematic dealing and

using composite units, and readily named fair shares as a

count of the number of objects. When fair sharing for two

persons, they could express the idea that each person would

‘‘get half’’ of the collection. However, relational naming of

shares and collections was much more difficult to engen-

der. When sharing 12 coins among 3 people, they described

the fair share as 4 coins or 4 coins per person, but

describing the size of one share in relation to the size of the

collection was challenging.

We adapted the instructional plan to teach them how to

describe a part of a collection relationally, and vice versa

(for the above example, how to reason the whole collection

as three times as many as a single share). This involved the

students essentially re-unitizing a collection of n objects to

a single whole, and a fair share comprising multiple objects

as one share out of three total shares. It emerged that

helping students view the whole collection, when shared

among n people, as n times as many as a single share,

required helping them first view a single share, then two

shares as twice as many as the single share, then three

shares as three times as many, and so on. The most suc-

cessful strategy involved visually bracketing drawings of

shares in consecutive groups of groups, each as a form of

‘‘times as many’’ as a single share. We argue that intro-

ducing the ‘‘times as many’’ concept as the inverse to

splitting is necessary to (1) establish reversibility of

J. Confrey et al.

123

equipartitioning, so that, subsequently, division and mul-

tiplication are viewed as inverse operations, (2) avoid

making multiplication explicitly dependent on, or derived

from, repeated addition, and (3) establish a recursive rather

than iterative foundation for multiplication. This points to a

broader foundation for multiplicative reasoning across a

variety of models, such as scaling, Cartesian products, and

area, as well as the use of repeated groups.

These insights engendered discussion of reordering

some of the levels of the learning trajectory. Naming of

shares and justifying strategies were initially integrated in

the levels for sharing a collection and sharing a whole.

Subsequent experience led us to make naming and justi-

fying individual proficiency levels, distinguish such

mathematical practices from mere accomplishment and

basic strategies of fair sharing, while recognizing that they

transcended individual cases. Naming, justifying, and

reassembly for sharing collections and then wholes

reflected our conjecture that through treatment of collec-

tions and single wholes in parallel we could (1) introduce

early multiplicative reasoning foundations to offset the

traditional bias towards repeated addition, and (2) help

establish and reinforce the practices.

Example 2 (criteria for equipartitioning). In sharing a

single whole (cake), students often exhibited typical mis-

conceptions. Our curricular approach to elicit students’

understandings (including misconceptions) was based on

students creating their own inscriptions (Lehrer et al. 2007)

and to promote class identification and discussion of

features.

Student inscriptions for sharing a rectangular cake for 4

persons (Fig. 5) fell into several categories (allowing for

imprecision of drawing). Students sorted the rectangles into

groups, with spirited discussion about how the represen-

tations were similar and different. Bottom row rectangles:

same-size shares but rectangle not entirely shared (the

leftmost three) or has an incorrect number of shares

(rightmost). Middle row: correct number of (unequal-size)

pieces. Top row: correct number of (approximately) equal-

size shares, and rectangles shared entirely.

In helping students to distinguish among the rectangles,

the researchers facilitated them in becoming accustomed to

and proficient in articulating the three criteria for equi-

partitioning; the three criteria soon became a refrain when

students justified their fair sharing outcomes.

Example 3 (student application of early levels of the LT

to higher levels). Corley (2013) conducted a design study

of the development of co-splitting, the action of simulta-

neously splitting objects and sharers into groups that

maintain the same fair share per person as in the original

collections of objects and sharers. Some tasks were derived

from Streefland (1991): for a number of pizzas and a

number of people, distributing people and pizzas among

multiple tables in order to maintain the fair share of pizza

among the people. The student participants, who had

completed 3rd, 4th, or 5th grades (ages 8 through 11), had

already been taught multiplication and division in their

schooling. Corley examined the degree to which students

relied on the lower levels of the learning trajectory as they

learned co-splitting (students first had a brief (4-day) series

of instruction on equipartitioning collections and single

wholes). In the co-splitting tasks, the students used the

lower level proficiencies without prompting, providing

further validation of the value of a sequenced curricular

Fig. 4 Mapping of curriculum

packets to EQP LT proficiency

levels

A framework for connecting standards with curriculum

123

progression based on the learning trajectory. The study also

linked the development of co-splitting to the depth of

understanding of multiplication and division, suggesting

that at higher levels and in more advanced learning tra-

jectories, interactions and relations among learning trajec-

tories become evident and important.

Design studies of implemented curricula can help to

improve instruction on targeted topics, and can be empir-

ically linked to student learning on subsequent topics. By

pragmatically incorporating awareness of descriptor ele-

ments into the curricular design, curricular materials can be

adjusted to support different levels of understanding, from

fundamental cognitive principles, to strategies and repre-

sentations, to emergent properties. Students can be sup-

ported through instruction to enhance the likelihood of

making mathematical distinctions, thereby supporting their

ability to apply increasingly sophisticated ‘‘big ideas’’ and

arrive at mathematical generalizations.

3.6 Revising the learning trajectory and curriculum

materials, based on empirical evidence (including

assessment)

The teaching experiments also included a diagnostic

assessment component. We had concurrently designed and

implemented a prototype software, LPPSync, that had a

practice mode and a diagnostic assessment mode for peri-

odically examining students’ progress on the LT profi-

ciency levels (Confrey et al. 2012a). The central priority in

this diagnostic approach was to generate specific evidence

of student progress (or lack thereof) in direct relation to the

underlying theory of learning—that is, the learning tra-

jectory itself (Confrey et al. 2011). The assessment system

was designed for deployment on tablets, browser based,

and built in HTML5. Student response data were processed

in a centralized server-based database. The diagnostic

assessments comprised six items (two each of easy, med-

ium, and difficult items) per packet, covering several levels

of an LT; items were themselves randomly generated from

a parameterized sample space. The digital diagnostic

assessment environment employed virtual manipulatives

and text- and number-entry, including statements of justi-

fication, and supported analysis of student strategies for the

three equipartitioning cases. The prototype system pro-

vided teachers and students data on students’ learning

within the LT in real time, both individually and accu-

mulated across all students. The system is still relatively

primitive, but for one lesson, it led to the creation of

assignments tailored to the topics in sharing a whole cus-

tomized for individual students. The approach showed

promise in helping students become partners in assessing

and addressing, through their own practice, their own

understanding and growth.

Our teaching experiments, incorporating the curriculum

materials, LPPSync system, and ongoing review of class-

room interactions around instruction, led to revisions of the

LT. We offer two examples. (1) Fig. 4 already reflects the

importance of the co-splitting construct, initially discerned

in the initial teaching experiments based on work of

Streefland (1984, 1985), and extended in Corley’s (2013)

research. Co-splitting has now been substantiated as an

early proto-construct that helps students link reasoning

about splits of collections of indivisible items to splits of

collections of divisible wholes, and revealed how readily

students’ recognize the utility in what is later referred to as

a unit ratio. (2) Analysis of the first two teaching experi-

ments led us to further reconsider relational naming for

early fraction sense. We initially conjectured that students

would readily recognize the equivalence of a share of an

equipartitioned collection of items (e.g. from sharing 12

items for 4 people) and the same equipartition of a single

whole (which they readily named ‘‘one-fourth’’), by rec-

ognizing the share of three items as one share or group out

of four shares or groups. Analysis of their reasoning, and

further interviews trying out various juxtaposition of ma-

nipulatives, then pointed us toward modifications of the

curriculum that we believe will promote students to

Fig. 5 Student rectangles (one

rectangle per student) shared

fairly for four persons. Figure is

a black and white representation

of students’ original work done

on colored construction paper

J. Confrey et al.

123

identify this version of equivalence of relational naming of

shares and wholes, which could be incorporated earlier in

instruction than is currently typical in most curricula.

4 Summary

We suggest that learning trajectories have a major role to

play as boundary objects (Star and Griesemer 1989) that

connect standards, curriculum, assessment, and profes-

sional development (Confrey and Maloney in press; Con-

frey 2011; Confrey and Maloney 2012), and can act as a

unifying framework for models of teaching (Sztajn et al.

2012). From those perspectives, we recounted here the

development of a broadly usable set of learning trajectories

that embed the entire K-8 CCSS-M in the US, and provide

a framework for interpreting those Standards from the

standpoint of research on student learning of mathematics.

We then depicted our own work on equipartitioning as an

example of the level of detail that comprises development

of a fully articulated learning trajectory based primarily on

direct study of student learning, that otherwise may not

have been clear or fully articulated and realized by the

Standards alone. We described curriculum materials

developed specifically with respect to the LT and then used

in teaching experiments—a next phase of research to refine

the LT from a standpoint of construct and instructional

validity. We briefly described a browser-based diagnostic

assessment system developed as a prototype for formative

diagnostic assessment use and as a vehicle for field-testing

items in relation to LT’s proficiency levels, task classes,

and instruction. We then returned to recount how we

incorporated CCSS-M standards and new bridging stan-

dards into a CCSS-M-based, modified learning trajectory

that illustrates progression of student learning of the

equipartitioning construct that reflects empirical research

while remaining true to the intent of the Common Core

project.

Awareness of student learning enables teachers to better

recognize students’ conceptual growth through intermedi-

ate understandings, and thus to facilitate students’ overall

progress towards the higher-level generalizations or overall

learning targets (Wilson et al. 2013). We believe that the

descriptor elements provide specific scaffolding to support

teachers in anticipating student mathematical reasoning

and building instructional coherence over time as a means

of implementing the CCSS-M in the US, or standards-

driven curriculum in any country.

The equipartitioning LT was used to illustrate the

forging of research-based links to standards and to develop

an early version of a LT-based curriculum. Our own

research and development agenda during the past 10 years

has been similar to work led by Clements and Sarama

(early number, shape, and geometry), Lehrer and Schauble

(data modeling), Battista, Barrett, and Clements (shape,

length and area measurement), and others internationally:

to develop learning trajectories for various major concep-

tual areas (in our case, rational number or multiplicative

reasoning).

Identified as a distinct topic only recently, equiparti-

tioning has yet to be incorporated as such into conventional

curricula. Relevant tasks are included in many curricula,

but foundational competencies of the learning trajectory

(e.g., naming fair shares in relation to a collection, or

developing relational naming of fractions through equi-

partitioning) are lacking and insufficiently covered. When

taken as a whole, these competencies lay the groundwork

for student reasoning about division and multiplication,

fractions, and ratio. Conventional curricula treat multipli-

cation solely as repeated addition, which is a major

impediment to developing an early sense of multiplicative

reasoning as a foundation for fraction and ratio. We believe

that the equipartitioning LT, with its cognitive principles

related to contexts familiar to students (splitting, sharing)

and its unifying case-based structure, provides teachers a

framework with which to focus instructionally on student

behaviors that promote early multiplicative reasoning

competencies.

The learning trajectories-based analysis in this paper

suggests how the other two overarching goals of the CCSS-

M—improved coherence and focus—can be enhanced

through the linkage of standards to more in-depth learning

trajectories and thoughtfully related curriculum and

assessment. Coherence and focus imply not merely inten-

tion, but careful curricular, instructional, and assessment

design, and subsequent interpretation of implementation in

relation to achieved outcomes. Learning trajectories, more

than any other approach we are aware of, seem to have

tremendous potential as an underlying principled frame-

work for aligning curriculum, instruction, and assessment

(both formative and summative) into an internally coherent

whole that would improve student learning in any educa-

tional system. The six-step process outlined in this paper

provides one prototypical path for accomplishing this goal.

In conclusion, we offer some final observations that we

hope are relevant to the international community. (1)

Mathematics educational standards should be designed to

incorporate careful attention to research on student learn-

ing. (2) The descriptor elements we describe here provide

overlapping but distinct lenses for practitioners to use in

improving their awareness—and support—of their own

students’ learning. (3) Because standards seem inevitably

to have variations in topic or competency ‘‘grain size,’’ and

because they are not curricula, the bridging standards are a

valuable tool to fill gaps between standards and to

emphasize intermediate understanding and transition

A framework for connecting standards with curriculum

123

between major topics. Bridging standards provide a

reminder to practitioners that teaching merely standard by

standard is likely to embed inappropriate sequences of, and

transitions between, topics, and undermine, rather than

amplify, student learning. (4) Learning trajectories offer a

systematic way for research to be communicated to

teachers and other practitioners for integration into their

own instructional practice. We remind, however, that

learning trajectories are not linear or fixed (e.g., research is

ongoing; innovative instructional technologies can lead to

major transformation in how students approach learning

and how they learn concepts), that student learning is not

assumed to be uniform across cultures or regions, and that

student learning depends heavily on instruction. (5)

Finally, we propose that learning trajectories offer an

opportunity to synthesize existing research from the entire

international community (our first synthesis of rational

number reasoning (Confrey 2008) drew on the work of

researchers from more than thirty countries), and in so

doing, enrich our understanding of differences in student

learning as grounded in different cultures and countries.

Acknowledgments This material is based upon work supported by

the National Science Foundation (DRL-0758151 and DRL-073272)

and Qualcomm. Any opinions, findings, conclusions, or recommen-

dations expressed in these materials are those of the authors and do

not necessarily reflect the views of the National Science Foundation

or other funders. The authors wish to acknowledge the contributions

of K. Nguyen, S. Varela, N. Monrose, Z. Yilmaz, and L. Neal to the

development of the LPPSync software, curriculum writing, data

analysis, and/or the conduct of the teaching experiment itself.

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