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Running head: SUPPORTING ESL STUDENTS 1
Supporting English as a Second Language Students with Mathematical Story Problems
Kendra L. Seitz
Concordia University
A Research Report Presented to
The Graduate Program in Partial Fulfillment of the Requirements
For the Degree of Masters in Education
Concordia University - Portland
November 2015
SUPPORTING ESL STUDENTS 2
Supporting English as a Second Language Students with Mathematical Story Problems
Students who are learning English as a second language encounter many difficulties in
the classroom. It may seem that mathematics should not present as many difficulties for language
learners as other subjects, because numbers and concepts in mathematics are largely universal.
However, the language of mathematics is unique and complex. ESL students often struggle in
mathematics due to limited English proficiency. One area that is especially difficult for ESL
students is mathematical word problems. The Common Core State standards, adopted by 46
states and the District of Columbia, include word problem standards at every grade level
(National Governors, 2010). The purpose of this review is to examine the existing research in
order to discuss strategies for improving ESL students’ success with mathematical story
problems.
Review of the Literature
Language Difficulties with Story Problems
English language learners encounter difficulties with story problems for a number of
reasons. Story problems are often complex, use content specific language, and involve problem
solving skills as well as comprehension to solve (Barwell, 2003; Bernard & Calleja, 2005;
Cardelle-Elawar, 1990; Gerofsky, 1996; Mayer, 1987; Whang, 1996). Word problems typically
follow a three-part structure: a “set-up,” a collection of information, and a question (Gerofsky,
1996). In order to be successful with these types of problems, students must be familiar with
story problem structure as well as understand the context of the “story” and the information
given (Ambrose & Molina, 2014; Barwell, 2003; Bernard & Calleja, 2005; Whang, 1996).
Furthermore, readers of story problems must analyze text in a unique way, utilizing a different
set of comprehension skills than used when reading stories or essays (Kintsch & Greeno, 1985).
SUPPORTING ESL STUDENTS 3
Barwell’s (2003) case study found that familiarity with word problems as well as real-world
experiences were necessary in solving story problems. Similarly, Bernard and Calleja (2005)
found that “real-life constraints prevented straightforward application of mathematical
procedures” (p. 177). Additionally, Ambrose and Molina (2014) found that while unfamiliar
vocabulary tended not to be an issue for students, difficulties arose from a lack of context to
connect to personal experience. In a case study of English-Korean bilingual students evaluating
the source of difficulty in solving mathematical word problems, Whang (1996) found that
students had trouble with nonsense problems, as well as problems written in a passive voice,
written with events described in reverse order, or involving irrelevant information. In another
study analyzing Hispanic students’ mathematical performance, students were asked to analyze
difficulties according to four categories based on Mayer’s (1987) model of problem solving.
Difficulties were categorized into problems with translation, integration, planning, or execution
(Cardelle-Elawar, 1990). English language learners struggle with mathematical story problems
for a variety of reasons including difficulty translating problems, unfamiliarity with the structure
of word problems, and the inability to connect with the context of the problem, which would
enable them to plan steps for solving (Barwell, 2003; Cardelle-Elawar, 1990; Gerofsky, 1996;
Mayer, 1987; Whang, 1996).
Small Group Instruction
Academic outcomes may be improved for English as a Second Language students
receiving small group or individualized instruction (Brenner, 1998; Cardelle-Elawar, 1990;
Kamps et. al., 2007). In a study describing evidence-based, second-tier interventions in schools
serving ESL students, Kamps et. al. (2007) discovered that students receiving direct, small-group
instruction in reading outperformed students in other intervention programs. In a previous study,
SUPPORTING ESL STUDENTS 4
Brenner (1998) concluded that large-group instruction did not successfully facilitate
mathematical conversation with ESL students, while small groups were more successful.
Cardelle-Elawar’s (1990) study resulted in improved mathematical performance for students who
received specific feedback based on errors they made with story problems. The feedback was
individualized or tailored to the needs of groups of students, and given one-on-one or in small
groups. Students in this study demonstrated increased comprehension of key words and
sentences in story problems (Cardelle-Elawar, 1990). When instruction is given in small groups
or one-on-one, students have a greater opportunity improve skills in both language and problem-
solving (Brenner, 1998; Cardelle-Elawar, 1990; Kamps et. al., 2007).
Peer Discussion
Academic success increases when students have the opportunity to discuss concepts with
peers (Barwell, 2003; Brenner, 1998; Fuchs, Fuchs & Karns, 2001; Kemps et. al., 2007).
Mathematical discussion with peers supports language development as well as discovery of
mathematical solutions (Barwell, 2003; Brenner, 1998). ESL students are supported when they
are given opportunities to solve contextualized math problems, communicate their solutions, and
represent their thinking (Musanti, Celedon-Pattichis, & Marshall, 2009). In a case study of two
teachers implementing an algebra program, Brenner (1998) concluded that the teacher who
created a classroom climate for mathematical discussion was more successful. Large group
instruction was not successful in facilitating back-and-forth communication with ESL learners,
suggesting that the opportunity for mathematical discussion in small groups may be a
prerequisite for participation in large group settings (Brenner, 1998). Barwell’s (2003) case study
of an ESL and native speaking pair of students writing and solving a story problem together,
though it analyzed only two students rather than a whole class, found that the meaning-rich
SUPPORTING ESL STUDENTS 5
nature of peer discussion assisted the ESL participant in both developing academic vocabulary
and mathematical knowledge. Similarly, a study of kindergarten students concluded that the use
of a specific program involving peer mediation, in which partners discussed and coached each
other, improved outcomes for all students, most significantly those with initial academic need
(Fuchs, Fuchs & Karns, 2001). Peer interaction provides language learners a setting in which
they can develop language skills as well as deepen their understanding of mathematics (Barwell,
2003; Brenner, 1998; Fuchs, Fuchs & Karns, 2001; Kemps et. al., 2007).
Visual Representations
Students tend to be more successful with mathematical story problems that are
represented in a drawn format, with pictures of items mentioned in the story accompanied by
brief captions (Beckman, 2004; Moyer, J., Sowder, Threadgill-Sower & Moyer, M., 1984).
Beckmann (2004) analyzed the success of students from Singapore in mathematics. The analysis
concluded that students’ strong mathematical performance may be a result of the use of simple
pictorial representations and diagrams used in textbooks and instructional materials.
Singaporeans use “strip diagrams” as representations for many different types of word problems
in grades 4-6 texts. Echevarria, Vogt, and Short (2010) support the use of graphic organizers in
assisting ESL students with English comprehension as well.
Analysis
Studies suggest that students must be able to utilize a problem-solving approach to
successfully solve story problems (Barwell, 2003; Whang, 1996). In Barwell’s (2003) study,
peers mediated the problem-solving process, while in Whang’s (1996) research, teachers assisted
the process. Both studies indicate that ESL students will need support in identifying and applying
problem-solving strategies. The research also indicates that ESL students encounter difficulties
SUPPORTING ESL STUDENTS 6
with story problems due to a lack of comprehension of the context of the problems (Ambrose &
Molina, 2014; Barwell, 2003; Bernard & Calleja, 2005; Whang, 1996). For teachers, this finding
suggests the need for scaffolding in order to assist ESL students’ in contextualizing mathematical
problems.
It is unclear whether or not small-group interventions offer the most benefit for ESL
students struggling with mathematical word problems. The research presenting the strongest
evidence in favor of this strategy analyzed reading, rather than math instruction (Brenner, 1998).
Although Cardelle-Elawar’s (1990) favored differentiated over whole-group discussion, the
success of the study was attributed to the specific feedback teachers gave students, rather than
the small-group or individualized setting in which the feedback was given.
A stronger argument arises in support of peer discussion as an effective strategy for
supporting ESL students with story problems. The research spans multiple grade-levels in order
to evaluate mathematical discussion with peers, suggesting that peer discussion may be an
effective strategy for improving academic success for students of all ages (Barwell, 2003;
Brenner, 1998; Fuchs, Fuchs & Karns, 2001). The literature described multiple approaches to
peer collaboration, from partnerships to cooperative work groups, and all of the research
indicated academic benefit for students engaging in mathematical discussion with peers
(Barwell, 2003; Brenner, 1998; Fuchs, Fuchs & Karns, 2001). Only one of the studies reviewed,
however, compared students engaging in mathematical discussion with partners to a control
group (Fuchs, Fuchs & Karns, 2001). Additionally, only one of the studies focused on word
problems specifically (Barwell, 2003).
Further research may be needed to determine if and how students must be trained to have
mathematical discussions. Brenner’s (1998) research suggested that a positive classroom climate
SUPPORTING ESL STUDENTS 7
for discussion must be established in order for ESL students to participate in meaningful
mathematical conversation. It did not, however, discuss specifics as to how this climate can be
achieved. In contrast, the kindergartners in the peer-mediation study were specifically trained in
mediation strategies (Fuchs, Fuchs & Karns, 2001).
While the literature reviewed supports the practice of students engaging in mathematical
conversation with peers, it does not explicitly address the use of peer discussion in order to
improve success for ESL students with story problems over time. Peer discussion was successful
in terms of promoting academic language and problem solving, as well as improving overall
math outcomes. Such interactions may have the added benefit promoting socioemotional skills in
native speaking peers who have ESL classmates (Gottfried, 2011).
Finally, the literature also supports the use of graphic organizers and other visual
representations to increase student success with mathematical word problems (Beckman, 2004;
Echevarria, Vogt, & Short, 2010; Moyer, J., Sowder, Threadgill-Sower & Moyer, M., 1984).
Visual representations may be especially beneficial for ESL students, and are considered an
effective strategy for scaffolding content for language learners (Echevarria, Vogt, & Short,
2010). One visual model that may be useful in multiple contexts is the strip diagram used in
textbooks in Singapore (Beckman, 2004). The research did not indicate any other specific visual
representations.
Conclusions
The ability to understand and solve word problems is essential for success in mathematics
courses throughout K-12 education. Story problems are an area that cause difficulty for many
students whose first language is not English. These problems require real-world experiences
SUPPORTING ESL STUDENTS 8
within American culture to comprehend, as well as familiarity with story problem structure, and
an understanding of academic vocabulary, all of which ESL students may lack.
Small group instruction as well as allowing students to collaborate with peers may be
effective strategies for improving ESL students’ success with story problems in mathematics.
According to the reviewed literature, peer discussion can be a contributing factor to language
development as well as problem solving skills in ESL students. In order for peer discussion to be
successful, teachers must provide a safe environment for discussions to take place, and it is likely
that students need to be trained in mathematical discussion protocol. Additionally, visual
representations of data and the use of graphic organizers may be beneficial in scaffolding story
problems for ESL students. Further research needs to be conducted to evaluate these strategies
specific to language learners’ ability to solve mathematical word problems.
Demographic Data for the Proposed Project
The research will take place in the homes of three ESL fifth-grade students in two
households, in a private tutoring environment. The students include two boys, (twins), and a girl,
all of whom speak German as their first language. All three students attend a public elementary
school in a Midwestern metropolitan area. The school is a Title 1 building and was formerly an
ESL magnet school, contributing to the large population of ESL students in the school. General
education classrooms consist of 25-75% ELLs and there are over 20 first languages spoken in the
building. The study will involve the students as well as their tutor, who formerly taught these
students in third and fourth grade. The students in the study come from upper-middle class
families and receive weekly tutoring from their former teacher.
The study will target three ESL students struggling in the area of applied mathematics.
The participants were selected according to three criteria: (1) According to benchmark data, the
SUPPORTING ESL STUDENTS 9
selected students struggle with application of mathematics but have strong computational skills,
(2) students fall within the intermediate level of English language proficiency, and (3) students
have been receiving mathematical instruction in English for at least two years. Furthermore,
students were available after school for a study group and parents agreed to have them
participate in the research.
Students chosen for this study scored below 75% on classroom and district math
benchmark assessments throughout fourth grade. They have stronger computational skills but
have difficulty processing word problems and explaining computations in writing. All three
students scored at level four (expanding) English proficiency on the WIDA ACCESS for ELLs
exam in fourth grade. In the language dFomain of writing, the students fell within the developing
level of English proficiency (level three).
Proposed Action
Several strategies have been identified for implementation in order to explore outcomes.
The research will combine the strategies of peer discussion, small group instruction, and
vocabulary instruction, and evaluate these strategies as possible solutions for supporting ESL
students with mathematical story problems. Much of the existing literature indicated that
providing students with opportunities to discuss mathematical concepts has a positive impact on
learning. Mathematical discussion with peers supports language development as well as
discovery of mathematical solutions (Barwell, 2003; Brenner, 1998). Two of the fifth-grade
students participating in this study are twins from Germany, and the third fifth-grader is also
from Germany, lives nearby the twins, and their families know one another. As a result, the
participants and their families have agreed to take part in a study group. The teacher will guide
them in solving complex, open-ended mathematical problems together. They may be able to
SUPPORTING ESL STUDENTS 10
discuss concepts in their native language. The researcher hypothesizes that having the
opportunity to explore solutions together in an environment that is low-stakes will encourage
discussion and risk-taking. Additionally, research supports the use of small-group instruction as a
best practice (Brenner, 1998; Cardelle-Elawar, 1990; Kamps et. al., 2007). The small study-
group setting will allow the instructor to guide students in deepening their understanding.
Explicit vocabulary instruction will take place in conjunction with the aforementioned
strategies. The language of mathematics is unique and complex. Part of the difficulty that ESL
students have with word problems stems from the language used in such problems (Cardelle-
Elawar, 1990). Marzano (2004) recommends following a six-step process when explicitly
teaching vocabulary. The first step is to provide students with the dictionary definition of a word,
along with a non-linguistic representation. Next, students restate the description in their own
words. (Students may do so in their home language.) Then, students construct a picture or
diagram that relates to the vocabulary word. In the last steps, students periodically are engaged in
reviewing the terms through activities, discussion, and games. These strategies would work well
in a tutoring setting. Instruction will focus on words that are indicators of certain mathematical
operations, such as sum, difference, product, quotient, groups, each, etc.
Data Collection and Analysis Methods
Triangulation
Table 1
Triangulation Matrix
Issues to consider in attempting to answer
the research question
Data Source
#1
Data
Source #2
Data Source
#3
How does the study group change student
performance in regards to attempting
mathematical word problems?
Benchmark
assessments
Student
survey
Field notes
Student
work
SUPPORTING ESL STUDENTS 11
How does the study group change student
performance in regards to comprehension of
mathematical word problems?
Student survey Student
work
Field notes
How does the study group change student
performance in regards to accurately solving
mathematical word problems?
Benchmark
assessments
Student
work
Field notes
The study will combine qualitative and quantitative data collection methods in a mixed-
method approach. Several factors will be considered in order to more fully answer the research
question. Multiple data sources will be analyzed in consideration of each factor including (1)
benchmark assessments, (2) a student pre- and post- survey, (3) field notes from the study group,
and (4) artifacts gathered from student work.
Benchmark Assessment
At the beginning of fifth grade, the participants took a district benchmark assessment
“screener” based on fourth grade math concepts. Data from this assessment will be analyzed to
determine how many word problems were attempted, what, if any, strategies were used, and if
they were solved accurately. At the end of the study, results from the latest benchmark
assessment, (they are administered quarterly), will be analyzed in the same way, and compared
to the pre-test results. The researcher will look for trends in the data.
Student Survey
A student survey (Appendix A) will be administered at the beginning and end of the
study. The survey will collect information regarding students’ attitudes toward and
comprehension of story problems. The survey will allow the researcher to analyze students’
feelings about mathematical word problems and how their feelings change over the course of the
study. Questions are asked regarding comprehension and problem solving strategies, which the
literature shows as two main areas of difficulty for ESL students, in order to determine if the
strategies implemented throughout the research project have an impact on these areas.
SUPPORTING ESL STUDENTS 12
Field Notes and Artifacts
Detailed field notes will be taken throughout the study. As students work together to
solve word problems in the small group, artifacts of student work will be collected as well. The
researcher will code the data and look for patterns and trends. For example, students may begin
to attempt problems in different ways. One student may gravitate toward one strategy such as
representing a problem with pictures, while another student may tend to use a different strategy.
The researcher will look for changes over time as students attempt to solve problems and discuss
problems using the language of mathematics.
Ideas for Sharing Findings
The conclusions drawn from this study may be transferable to others teaching students of
similar backgrounds in similar settings. The researcher will share the results of the study first
with the participants’ classroom teachers. These discussions would allow the classroom teachers
to extend successful practices into their classrooms and continue to support the participants in
effective ways. The researcher will also present findings to colleagues in a district professional
development session. A break-out session model for professional development utilized within the
school district allows teachers to select which sessions to attend based on interest and
applicability. Furthermore, the researcher intends to present the results of the research to other
professionals at a best practices conference held by a local intermediate school district.
SUPPORTING ESL STUDENTS 13
References
Ambrose, R., and Molina, M. (2014). Spanish/English bilingual students’ comprehension of
arithmetic story problem texts. International Journal of Science and Mathematics
Education 12(6). 1469-1496. http://dx.doi.org/10.1007/s10763-013-9472-2
Barwell, R. (2003). Patterns of attention in the interaction of a primary school mathematics
student with English as an additional language. Educational Studies in Mathematics
53(1), 35-59. http://dx.doi.org/10.2304/ciec.2012.13.1.74
Beckmann, S. (2004). Solving algebra and other story problems with simple diagrams: A method
demonstrated in grade 4-6 texts used in Singapore. Mathematics Educator 14(1). 42-46.
http://tme.journals.libs.uga.edu/index.php/tme/index
Brenner, M. E. (1998). Development of mathematical communication in problem solving groups
by language minority students. Bilingual Research Journal 22(2), 103–28.
http://dx.doi.org/10.1080/15235882.1998.10162720
Cardelle-Elawar, M. (1990). Effects of feedback tailored to bilingual students’ mathematics
needs on verbal problem solving. The Elementary School Journal 91(2), 165-175.
http://dx.doi.org/10.1086/461644
Echevarria, J., Vogt, M., and Short, D. (2010). Making content comprehensible for English
language learners: The SIOP model. Boston: Allyn & Bacon.
Fuchs, L.S., Fuchs, D., and Karns, K. (2001). Enhancing kindergartners’ mathematical
development: Effects of peer-assisted learning strategies. The Elementary School
Journal, 101(5), 495-510. http://dx.doi.org/10.1086/499684
Gerofsky, S. (1996). A linguistic and narrative view of word problems in mathematics education.
For the Learning of Mathematics 16(2), 36-45. Retrieved from http://flm-journal.org/
SUPPORTING ESL STUDENTS 14
Gottfried, M. (2011). The positive peer effects of classroom diversity: Exploring the relationship
between English language learner classmates and socioemotional skills in early
elementary schools. The Elementary School Journal, 115(1), 22-48.
http://dx.doi.org/10.1086/676948
Kamps, D., Abbot, M., Greenwood, C., Arreag-Mayer, C., Willis, H., Longstaff, J., … Walton,
C. (2007). Use of evidence-based, small-group reading instruction for English language
learners in elementary grades: Secondary-tier intervention. Learning Disability Quarterly
30(3), 153-168. http://dx.doi.org/10.2307/30035561
Kintsch, W., and Greeno, J. G. (1985). Understanding and solving word arithmetic problems.
Psychological Review 92(1). 109-129. http://dx.doi.org/10.1037/0033-295x.92.1.109
Marzano, R. J. (2004). Building background knowledge for academic achievement: Research on
what works in schools. Alexandria, VA: ASCD.
Mayer, R. (1987). Educational psychology. Boston: Little, Brown.
Moyer, J. C., Sowder, L. Threadgill-Sower, J., and Moyer, M. B. (1984). Story problem
formats: Drawn versus verbal versus telegraphic. Journal for Research in Mathematics
Education 15(5). 342-351. http://dx.doi.org/10.2307/748424
Musanti, S., Celedon-Pattichis, S., Marshall, M. (2009). Reflections on language and
mathematics problem solving: A case study of a bilingual first-grade teacher. Bilingual
Research Journal 32(1). 25-41. http://dx.doi.org/10.1080/15235880902965763
National Governors Association Center for Best Practices & Council of Chief State School
Officers. (2010). Common Core State Standards. Washington, DC: Authors.
SUPPORTING ESL STUDENTS 15
Whang, W-H. (1996). The influence of English-Korean bilingualism in solving mathematics
word problems. Educational Studies in Mathematics 30(3), 289-312.
http://dx.doi.org/10.1007/bf00304569
SUPPORTING ESL STUDENTS 16
Appendix A
Student Survey
Question 1- Always 2-Most of
the Time
3-
Sometimes
4-Never
Word problems are difficult for
me. 1 2 3 4
I know what to do first when I
read a story problem. 1 2 3 4
I understand the words in a story
problem. 1 2 3 4
I can picture the story in my head
when I read a story problem. 1 2 3 4
I make a plan to solve story
problems. 1 2 3 4