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Table 3
Improvement Effect Sizes by Measure, Initial Achievement
Status, and Treatment
Measure
Initial
status
Contrast
Control vs.
transfer
Control vs.
transfer SRL
Transfer vs.
transfer SRL
Immediate High 1.91 2.29 1.11
Average 1.78 2.47 0.92
Low 1.83 2.68 0.33
Across 1.98 2.81 1.05
Near High 1.75 2.40 1.04
Average 1.22 1.81 0.55
Low 1.24 2.18 0.35
Across 1.41 2.43 0.89
Far High 0.47 0.87 0.25
Average 0.54 0.81 0.12
Low 0.69 1.17 0.21
Across 0.72 1.18 0.27
Note. SRL self-regulated learning strategies.
310
FUCHS ET AL.
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311
MATHEMATICAL PROBLEM SOLVING
year, 0.23, 1.14, and 0.92; for I know how to transfer skills I
learn to new kinds of math problems, 2.38, 2.26, and 0.50; for
When I do math, I think about whether my work is getting
better, 0.54, 1.30, and 1.20; and for I worked hard this year so I
could get better in math, 0.00, 1.93, and 1.35. (We found a nearly
significant main effect for students initial achievement status on
the question concerning knowledge about transferring skills; with
LSD follow-up, across conditions, HA and AA students scored
comparably but lower than LA students.)
What About Students With Disabilities?
As shown in Table 5, treatment groups were comparable on
demographics. Groups were also comparable on pretreatment
scores: F(2, 37) 1.35 for immediate transfer, 0.93 for near
transfer, and 0.89 for far transfer. By contrast, on improvement
scores, treatment effects were obtained for immediate transfer,
F(2, 37) 6.47, p .01 (Fisher LSD post hoc procedure:
control transfer transfer plus SRL) and for near transfer, F(2,
37) 3.81, p .05 (Fisher LSD post hoc procedure: control
transfer plus SRL; transfer comparable with both groups). On far
transfer, the treatment effect approached significance, F(2,
37) 2.35 (with LSD follow-up, the improvement of the control
group was inferior to that of the transfer-plus-SRL group). For
immediate-, near-, and far-transfer measures, respectively, the ES
for transfer versus control was 1.07, 0.51, and 0. 24; for transfer
plus SRL versus control, 1.43, 0.95, and 0.58; for transfer versus
transfer plus SRL, 0.23, 0.25, and 0.43.
Discussion
Results strengthen previous work (Fuchs et al., 2003) showing
that mathematical problem solving may be strengthened with
explicit transfer instruction that (a) broadens the categories by
which students group problems requiring the same solution meth-
ods (i.e., promotes a higher level of abstraction) and (b) prompts
Table 5
Demographics and Performance for Students With Disabilities by Treatment
Variable
Treatment
Control (n 12) Transfer (n 13) Transfer SRL (n 15)
n % M SD n % M SD n % M SD
Demographic
Gender (female) 3 25 3 23 5 33
Free or reduced lunch 11 92 10 77 9 60
Race (of color) 8 67 8 61 9 60
Disability
LD 8 67 9 69 14 93
MMR 1 8 0 0 0 0
BD 0 0 0 0 1 7
Speech 3 25 4 31 0 0
Math IEP 7 58 7 54 12 80
Reading IEP 8 67 8 61 14 93
Class behavior acceptable 5 42 10 77 5 33
Occasional problem 3 25 1 8 5 33
Frequent problem 4 33 2 15 5 33
Reading status
High 0 0 1 8 0 0
Average 2 17 2 15 3 20
Low 10 83 10 77 12 80
Math status
High 1 8 1 8 1 7
Average 0 0 4 31 3 20
Low 11 92 8 61 11 73
ESL 1 8 0 0 2 13
Performance
Immediate
Pre 2.50 2.81 2.46 3.77 1.00 1.25
Post 2.00 4.61 7.54 6.01 7.20 5.91
Improve 0.50 3.00 5.08 5.53 6.20 5.83
Near
Pre 2.50 3.24 2.40 2.87 1.28 1.71
Post 2.83 3.07 4.60 4.54 4.40 3.32
Improve 0.33 2.66 2.19 2.59 3.12 2.63
Far
Pre 4.71 3.90 5.69 4.99 3.40 4.54
Post 8.00 5.19 10.31 6.59 12.37 13.12
Improve 3.29 5.91 4.61 4.76 8.97 9.49
Note. SRL self-regulated learning strategies; LD learning disability; MMR mildly mentally retarded; BD behavior disorder; IEP individual
education plan; ESL English as a second language; Pre pretest; Post posttest; Improve posttest minus pretest.
312
FUCHS ET AL.
students to search novel problems for these broad categories (i.e.,
increases metacognition). On the immediate- and near-transfer
problem-solving measures, students in the problem-solving trans-
fer treatment reliably outgrew those in the control group. ESs were
large, regardless of students initial achievement status (1.91
and 1.98 for HA, 1.22 and 1.78 for AA, and 1.24 and 1.83 for LA)
and similar to those reported by Fuchs et al. On the far-transfer
measure, however, effects did not reliably favor the problem-
solving transfer treatment over the control group, as Fuchs et al.
had found (even though ESs were moderate to large: 0.47 for
HA, 0.54 for AA, and 0.69 for LA).
As results on the far-transfer measure suggest, a need exists to
enhance the strength of the problem-solving transfer treatment.
SRL represents one avenue to accomplish that goal due to its
capacity to strengthen the metacognitive value of the problem-
solving transfer treatment and to increase perseverance in the face
of challenge (Zimmerman, 1995). In fact, the combination of the
problem-solving transfer treatment and SRL promoted reliably
stronger improvement compared with the control group. ESs ex-
ceeded 2.00 standard deviations on immediate transfer, ranged
from 1.81 to 2.40 on near transfer, and fell between 0.81 and 1.17
on far transfer. So, whereas the problem-solving transfer treatment
alone failed to promote reliable effects on the far-transfer measure
(the most novel, and therefore truest, measure of mathematical
problem solving in this study), the combination of problem-solving
transfer and SRL succeeded in effecting this challenging outcome.
Of course, the study design also permits us to estimate the
specific contribution of SRL by comparing the improvement of
students who received the problem-solving transfer treatment com-
bined with SRL with those who received the problem-solving
transfer treatment alone. Results were mixed. On immediate trans-
fer, the contribution of SRL was evident. Children in the combined
treatment reliably outgrew those in the problem-solving treatment
without SRL. Interestingly, although the interaction between con-
dition and students initial achievement status was not significant,
ESs were larger for HA and AA students than for LA students.
This suggests the possibility of differential efficacy for SRL,
which Schunk (1996) hypothesized on the basis of research show-
ing that low-performing students may not monitor their perfor-
mance accurately (Borkowski & Buechel, 1983; Licht & Kistner,
1986). Moreover, this suggestive pattern on the immediate-transfer
measure was evident on the near-transfer task, where an interaction
between condition and initial achievement status was significant:
Although HA students in the combined treatment reliably outgrew
those in the problem-solving transfer treatment alone, with an ES
exceeding 1.00 standard deviation, the growth of the AA and LA
students was not statistically significant, with moderate ESs
of 0.55 and 0.35. Finally, on the far-transfer measure, distinctions
between the two experimental treatments were unreliable and
small for all three achievement groups, with ESs ranging be-
tween 0.12 and 0.25. Consequently, as the transfer demands in-
creased across the range of problem-solving measures, the specific
contribution of SRL became less clear.
On the one hand, the combined treatment with SRL promoted
far transfer when the problem-solving transfer treatment alone
failed to effect this challenging outcome. On the other hand, the
specific contribution of SRL, as revealed by comparing the two
experimental groups, was clear only on immediate transfer and, for
HA students, on near transfer. It is therefore instructive to examine
findings on the student questionnaire, which tapped SRL pro-
cesses. As results suggested, the explanation for the superior
growth of the combined treatment may reside with SRL. On three
of four questions assessing self-efficacy, goal orientation, self-
monitoring, and effort, students in the combined treatment scored
better (i.e., lower) than those in the problem-solving transfer
treatment without SRL (and better than those in the control group).
For I learned a lot about math problem solving this year, an
index of self-efficacy, the ES comparing the combined treatment
with the problem-solving transfer treatment without SRL was 0.92.
For When I do math, I think about whether my work is getting
better, a question designed to tap goal orientation and self-
monitoring, the ES was 1.20. Moreover, student effort was greater
in the combined condition with SRL, with students in the com-
bined treatment agreeing more strongly with the statement, I
worked hard this year so I could get better in math, compared
with students in the problem-solving treatment alone (ES 1.35).
In this way, SRL may have provided the key mechanism by which
the effects of the combined treatment were realized.
With respect to students with disabilities, a group of children
who receive most of their instruction in regular classrooms (U.S.
Department of Education, 1999) and for whom transfer effects are
most difficult to effect (e.g., White, 1984), both treatment groups
grew comparable amounts on immediate transfer and improved
more than the control group. ESs were large: for transfer versus
control, 1.07; for transfer plus SRL versus control, 1.43. Moreover,
although effects for the combined treatment on measures with
greater transfer challenge failed to achieve statistical significance
for the small sample of students with disabilities, the ESs of 0.95
on near transfer and 0.58 on far transfer are notable. In fact, the ES
for the combined treatment of 0.58, with lessons delivered to the
whole class, are almost identical to the ES reported on the same
far-transfer measure for small-group tutoring that incorporated the
problem-solving transfer treatment without SRL (Fuchs, Fuchs,
Hamlett, & Appleton, 2002). So, even for this lowest achieving
group of students, who may experience difficulty setting realistic
goals (Robbins & Harway, 1977; Tollefson, Tracy, Johnsen, Buen-
ning, & Farmer, 1982) and monitoring performance accurately
(e.g., Borkowski & Buechel, 1983; Licht & Kistner, 1986), the
promise of SRL is great. In the future, we might explore the power
of combining SRL with small-group service delivery to increase
the magnitude of effects documented in the present study.
In sum, instruction designed to increase student behaviors as-
sociated with SRL promotes SRL processes as well as learning.
The SRL literature is extended in four ways. First, we experimen-
tally established effects on mathematical problem solving, a do-
main potentially well suited for SRL due to demands for metacog-
nition and perseverance in the face of challenge (De Corte et al.,
2000). Second, we extended the range of SRL transfer effects.
Sawyer et al. (1992) demonstrated SRL effects on generalization
across settings, from pull-out instructional locations to the regular
class. In the present study, we demonstrated effects on a far-
transfer measure for which the format and content varied from
instructional materials. Third, we extended the external validity of
previous work: Our treatments were delivered in whole-class for-
mat to naturally constituted classes over a relatively long duration
of 4 months. Finally, we contributed to the SRL literature by
separating effects for HA, AA, and LA learners as well as those
with disabilities, thereby, documenting effects for the range of
313
MATHEMATICAL PROBLEM SOLVING
learners typically found in regular classrooms. At the same time,
the strength of effects may be mediated by students achievement
histories. This may be due to low achievers difficulty in setting
realistic goals (Robbins & Harway, 1977; Tollefson et al., 1982)
and monitoring performance (e.g., Borkowski & Buechel, 1983;
Licht & Kistner, 1986), to initially low SRL processes (e.g., Lester
& Garofalo, 1982; Schoenfeld, 1992; Silver et al., 1980), or to a
mismatch between the problem-solving curriculum and low
achievers level of development (Nicholls, 1979; Stipek, 1993).
Future work should be designed to examine the performance and
cognitive variables associated with treatment responsiveness.
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Received October 25, 2001
Revision received December 10, 2002
Accepted December 11, 2002
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