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Statistical Thinking, Systems
Thought and Mental Models
           Vinay P. Kulkarni
  M.S.Candidate, Industrial Engineering
   Systems and Industrial Engineering
         University of Arizona
        Tucson, Arizona 85721
          E-mail: vinay@email.arizona.edu
   Ph: 520-624-7593(Home), 520-6617593(Mobile)
Presentation Topics
•   Teaching Statistical Thinking-an Experience
•   Mental Models
•   Student Thinking and Teacher Thinking
•   The Shock of the Real World
•   Class Reactions
•   Recommendations for Future Courses



6/6/2002          Vinay P. Kulkarni, University of Arizona   2
The Setting
• Introductory course in probability and statistics for
  engineers
• Text: Hogg and Ledolter
• Class: 85 engineers, mainly electrical engineers




6/6/2002         Vinay P. Kulkarni, University of Arizona   3
What We Did
•   Selected 11 best students at the end of the semester
•   All of them were awarded “A’s” at this point
•   3 sessions, more than 1 hour each
•   Alternate text: Hoerl and Snee




6/6/2002          Vinay P. Kulkarni, University of Arizona   4
The Alternate Textbook Used




6/6/2002     Vinay P. Kulkarni, University of Arizona   5
Statistical Thinking
  A philosophy of learning and action :
   – All work occurs in a system of interconnected processes
   – Variation exists in all processes
   – Understanding and reducing variation are the keys to success

Glossary of Statistical Terms, Quality Press (1996)




  6/6/2002            Vinay P. Kulkarni, University of Arizona   6
Topics
•   Systems thinking
•   Mental Models
•   Statistical Thinking & Application
•   Discussion of topics covered in the regular course




6/6/2002          Vinay P. Kulkarni, University of Arizona   7
What We Did
• Background on Statistics and Probability
• Students were given articles on “team work”,
  asked to respond by e-mail
• Case studies from Hoerl & Snee and others
• E.g: The soccer team performance case study
• Importance of group learning explained
• Communication channels opened


6/6/2002        Vinay P. Kulkarni, University of Arizona   8
Mental Models
• Conventional Wisdom, typically not based on fact
  and frequently wrong
• Adversely influences:
   – How teachers teach
   – Students learn
   – How they interact with each other



6/6/2002        Vinay P. Kulkarni, University of Arizona   9
Incorrect Mental Models
                     The Trade-off


                                                           Concepts &
           Thinking
                                                            Methods




6/6/2002              Vinay P. Kulkarni, University of Arizona          10
An Analogy
• Mathematical Statistics-Hardware
• Statistical Thinking-Software
  What use is hardware without software?
  The converse is also true, but, the hardware is
  “dead” without the software




6/6/2002         Vinay P. Kulkarni, University of Arizona   11
Statistical Thinking Vs. Mathematical Detail

“…Good statistics is not equated with mathematical
  rigor or purity, but is more closely associated with
  careful thinking” - Robert V.Hogg




6/6/2002         Vinay P. Kulkarni, University of Arizona   12
Incorrect Mental Models:an Example

   “Faculty in a national study ‘overwhelmingly’ said
   developing effective thinking was their primary
   educational purpose, but most of the 4,000 course
   goals they submitted related to teaching concepts
   in their disciplines, rather than developing the
   intellectual skills they said were so important.”




6/6/2002         Vinay P. Kulkarni, University of Arizona   13
Dealing With Mental Models (MMs)
• Instructors should:
   – explore their own
   – list and test the assumptions on which their
     MMs are built
   – assist students to discover and change their
     MMs
   – replace the wrong MMs with correct ones


6/6/2002         Vinay P. Kulkarni, University of Arizona   14
Student Thinking
• In typical statistics courses problems are
   – completely defined, clearly stated
     – data already collected, neatly tabulated
     – causes known, solutions available
• Its only a matter of figuring out the right
  formula/equation to be used
• They expect the same when they get out of school


6/6/2002             Vinay P. Kulkarni, University of Arizona   15
Student Thinking
• Theory
     –     its easy
     –     do not waste time with it
     –     to be memorized
     –     just fill some pages, will get at least half the points
     –     reserve these questions for the last on an exam
     –     does not require intelligence
     –     only counts for 10 -15 points on the exam anyway



6/6/2002                 Vinay P. Kulkarni, University of Arizona    16
The Shock
• When they step out into the real world:
     – problems are ill-defined
     – rules are unclear
     – no standard solutions
     – insufficient / incomplete / incorrect sometimes useless
       data
     – so many roads, which one to take ?
• A bunch of tools but no theory to back up their use


6/6/2002            Vinay P. Kulkarni, University of Arizona   17
Teachers’ Role
• Teachers foster this thought Process :
   – Spend less time on introduction
   – fewer conceptual questions on exams
   – no detailed explanation & discussion of
     concepts in class
   – assume students know the theory and
     concentrate on the math
   – ask students to read theory by themselves
6/6/2002         Vinay P. Kulkarni, University of Arizona   18
Conventional View of Classroom


           “Teacher is lecturing to the class”




6/6/2002            Vinay P. Kulkarni, University of Arizona   19
“Teacher is lecturing to the class”




               10 commandments
              10 commandments



   Mountain



                                                             Students

6/6/2002                Vinay P. Kulkarni, University of Arizona        20
When a Student Does Not Understand
            What Is Being Said
•   Silence
•   Self-doubt
•   Pretends understanding
•   Turns frustration outward-disturbs class-violence

• Cheats in exams
• Drops the course
• Teacher does not get feedback
6/6/2002          Vinay P. Kulkarni, University of Arizona   21
What Students Do During Lectures
   “If students are not thinking during lectures, what
   are they doing? Their attention drifts after only 10
   to 20 minutes. They are listening, asking or
   responding to questions, or taking notes only half
   of the time. Up to 15 percent of their time is spent
   fantasizing”-Lion F.Gardiner (1998)




6/6/2002          Vinay P. Kulkarni, University of Arizona   22
Teacher Thinking
• Students are:
   – dumb
   – have an attitude problem
   – not working hard
   – not interested in what I am teaching
• I do not care about them anymore



6/6/2002         Vinay P. Kulkarni, University of Arizona   23
Systems View
  “Teacher and students are engaged in the process of
   creating knowledge and understanding. They
   influence each other and learn from each other.
   They have a shared vision of their mission in the
   class-They are a team”




6/6/2002         Vinay P. Kulkarni, University of Arizona   24
Systems View
                                        S
                            S                         S
                   S                                          S
           S
                                                                  S
   Team                                                               Learning
   Work    S                           T
                                                                  S
               S
                                                              S
                   S                                  S
                                S           S


6/6/2002           Vinay P. Kulkarni, University of Arizona                  25
Learning by Doing
• That is how nature intended us to learn
• Driving Lecture Vs. Driving Lessons
• The Tulving Memory Model
   – Semantic, Episodic and Procedural Memories
• People with good semantic memories can give an
  impression of understanding
• Often, contents of Procedural Memory cannot be
  easily put into words

6/6/2002       Vinay P. Kulkarni, University of Arizona   26
Student Buy-in
• Buy-in before application of concept
• Will you be willing to buy a car without first test
  driving it?
• Create the capacity for change




6/6/2002         Vinay P. Kulkarni, University of Arizona   27
Student Reaction to the Regular Course
    “…a statistics course should include more topics
    on the usefulness of the analytical
    methods… amount of "raw math" taught be
    decreased and explanations for why we use
    hypothesis testing, distribution curves, etc. be
    added to the course curriculum.”




6/6/2002          Vinay P. Kulkarni, University of Arizona   28
Statistical Thinking Course-Response

   “….was easier for me to relate to the soccer field
   than to relate to a job environment…the questions
   asked stimulated participation, aided in the
   learning process, made us think more deeply about
   what was being said.”




6/6/2002         Vinay P. Kulkarni, University of Arizona   29
An Insightful Student Response

   “….most classes dull your brain and kill any
   creative process..…the more time that you spend
   in classes, the more bored you become with a
   subject and the less likely you are to learn and
   succeed. But, I remember more from those two
   Statistical Thinking lectures than I can recall from
   any other two lectures in any class--even when I
   just get out of that class”

6/6/2002           Vinay P. Kulkarni, University of Arizona   30
Recommendations
•   TA & faculty training
•   Faculty Collaboration
•   Empathy, Creativity, Shared responsibility
•   Exams & Laboratories for learning and testing
•   Less lecture, more class activities




6/6/2002          Vinay P. Kulkarni, University of Arizona   31
Recommendations
•   Understanding & Retention vs. Width of exposure
•   Encourage ‘Christopherian’ confrontations
•   Increase the efficiency of the learning process
•   Communicate instructions in writing
     – Students
     – Teaching Assistants




6/6/2002            Vinay P. Kulkarni, University of Arizona   32
Reference Books
• The Fifth Discipline-Peter M. Senge(1990)
• The 7 habits of highly effective people-Stephen
  R.Covey (1989)
• Enlightened Leadership-Ed Oakley and Doug
  Krug (1991)
• Cognition-Margaret W. Matlin
• 15 Proven ways to get your message across-Ernest
  W. Brewer (1997)

6/6/2002        Vinay P. Kulkarni, University of Arizona   33

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Statistical Thinking, Systems Thought and Mental Models

  • 1. Statistical Thinking, Systems Thought and Mental Models Vinay P. Kulkarni M.S.Candidate, Industrial Engineering Systems and Industrial Engineering University of Arizona Tucson, Arizona 85721 E-mail: vinay@email.arizona.edu Ph: 520-624-7593(Home), 520-6617593(Mobile)
  • 2. Presentation Topics • Teaching Statistical Thinking-an Experience • Mental Models • Student Thinking and Teacher Thinking • The Shock of the Real World • Class Reactions • Recommendations for Future Courses 6/6/2002 Vinay P. Kulkarni, University of Arizona 2
  • 3. The Setting • Introductory course in probability and statistics for engineers • Text: Hogg and Ledolter • Class: 85 engineers, mainly electrical engineers 6/6/2002 Vinay P. Kulkarni, University of Arizona 3
  • 4. What We Did • Selected 11 best students at the end of the semester • All of them were awarded “A’s” at this point • 3 sessions, more than 1 hour each • Alternate text: Hoerl and Snee 6/6/2002 Vinay P. Kulkarni, University of Arizona 4
  • 5. The Alternate Textbook Used 6/6/2002 Vinay P. Kulkarni, University of Arizona 5
  • 6. Statistical Thinking A philosophy of learning and action : – All work occurs in a system of interconnected processes – Variation exists in all processes – Understanding and reducing variation are the keys to success Glossary of Statistical Terms, Quality Press (1996) 6/6/2002 Vinay P. Kulkarni, University of Arizona 6
  • 7. Topics • Systems thinking • Mental Models • Statistical Thinking & Application • Discussion of topics covered in the regular course 6/6/2002 Vinay P. Kulkarni, University of Arizona 7
  • 8. What We Did • Background on Statistics and Probability • Students were given articles on “team work”, asked to respond by e-mail • Case studies from Hoerl & Snee and others • E.g: The soccer team performance case study • Importance of group learning explained • Communication channels opened 6/6/2002 Vinay P. Kulkarni, University of Arizona 8
  • 9. Mental Models • Conventional Wisdom, typically not based on fact and frequently wrong • Adversely influences: – How teachers teach – Students learn – How they interact with each other 6/6/2002 Vinay P. Kulkarni, University of Arizona 9
  • 10. Incorrect Mental Models The Trade-off Concepts & Thinking Methods 6/6/2002 Vinay P. Kulkarni, University of Arizona 10
  • 11. An Analogy • Mathematical Statistics-Hardware • Statistical Thinking-Software What use is hardware without software? The converse is also true, but, the hardware is “dead” without the software 6/6/2002 Vinay P. Kulkarni, University of Arizona 11
  • 12. Statistical Thinking Vs. Mathematical Detail “…Good statistics is not equated with mathematical rigor or purity, but is more closely associated with careful thinking” - Robert V.Hogg 6/6/2002 Vinay P. Kulkarni, University of Arizona 12
  • 13. Incorrect Mental Models:an Example “Faculty in a national study ‘overwhelmingly’ said developing effective thinking was their primary educational purpose, but most of the 4,000 course goals they submitted related to teaching concepts in their disciplines, rather than developing the intellectual skills they said were so important.” 6/6/2002 Vinay P. Kulkarni, University of Arizona 13
  • 14. Dealing With Mental Models (MMs) • Instructors should: – explore their own – list and test the assumptions on which their MMs are built – assist students to discover and change their MMs – replace the wrong MMs with correct ones 6/6/2002 Vinay P. Kulkarni, University of Arizona 14
  • 15. Student Thinking • In typical statistics courses problems are – completely defined, clearly stated – data already collected, neatly tabulated – causes known, solutions available • Its only a matter of figuring out the right formula/equation to be used • They expect the same when they get out of school 6/6/2002 Vinay P. Kulkarni, University of Arizona 15
  • 16. Student Thinking • Theory – its easy – do not waste time with it – to be memorized – just fill some pages, will get at least half the points – reserve these questions for the last on an exam – does not require intelligence – only counts for 10 -15 points on the exam anyway 6/6/2002 Vinay P. Kulkarni, University of Arizona 16
  • 17. The Shock • When they step out into the real world: – problems are ill-defined – rules are unclear – no standard solutions – insufficient / incomplete / incorrect sometimes useless data – so many roads, which one to take ? • A bunch of tools but no theory to back up their use 6/6/2002 Vinay P. Kulkarni, University of Arizona 17
  • 18. Teachers’ Role • Teachers foster this thought Process : – Spend less time on introduction – fewer conceptual questions on exams – no detailed explanation & discussion of concepts in class – assume students know the theory and concentrate on the math – ask students to read theory by themselves 6/6/2002 Vinay P. Kulkarni, University of Arizona 18
  • 19. Conventional View of Classroom “Teacher is lecturing to the class” 6/6/2002 Vinay P. Kulkarni, University of Arizona 19
  • 20. “Teacher is lecturing to the class” 10 commandments 10 commandments Mountain Students 6/6/2002 Vinay P. Kulkarni, University of Arizona 20
  • 21. When a Student Does Not Understand What Is Being Said • Silence • Self-doubt • Pretends understanding • Turns frustration outward-disturbs class-violence • Cheats in exams • Drops the course • Teacher does not get feedback 6/6/2002 Vinay P. Kulkarni, University of Arizona 21
  • 22. What Students Do During Lectures “If students are not thinking during lectures, what are they doing? Their attention drifts after only 10 to 20 minutes. They are listening, asking or responding to questions, or taking notes only half of the time. Up to 15 percent of their time is spent fantasizing”-Lion F.Gardiner (1998) 6/6/2002 Vinay P. Kulkarni, University of Arizona 22
  • 23. Teacher Thinking • Students are: – dumb – have an attitude problem – not working hard – not interested in what I am teaching • I do not care about them anymore 6/6/2002 Vinay P. Kulkarni, University of Arizona 23
  • 24. Systems View “Teacher and students are engaged in the process of creating knowledge and understanding. They influence each other and learn from each other. They have a shared vision of their mission in the class-They are a team” 6/6/2002 Vinay P. Kulkarni, University of Arizona 24
  • 25. Systems View S S S S S S S Team Learning Work S T S S S S S S S 6/6/2002 Vinay P. Kulkarni, University of Arizona 25
  • 26. Learning by Doing • That is how nature intended us to learn • Driving Lecture Vs. Driving Lessons • The Tulving Memory Model – Semantic, Episodic and Procedural Memories • People with good semantic memories can give an impression of understanding • Often, contents of Procedural Memory cannot be easily put into words 6/6/2002 Vinay P. Kulkarni, University of Arizona 26
  • 27. Student Buy-in • Buy-in before application of concept • Will you be willing to buy a car without first test driving it? • Create the capacity for change 6/6/2002 Vinay P. Kulkarni, University of Arizona 27
  • 28. Student Reaction to the Regular Course “…a statistics course should include more topics on the usefulness of the analytical methods… amount of "raw math" taught be decreased and explanations for why we use hypothesis testing, distribution curves, etc. be added to the course curriculum.” 6/6/2002 Vinay P. Kulkarni, University of Arizona 28
  • 29. Statistical Thinking Course-Response “….was easier for me to relate to the soccer field than to relate to a job environment…the questions asked stimulated participation, aided in the learning process, made us think more deeply about what was being said.” 6/6/2002 Vinay P. Kulkarni, University of Arizona 29
  • 30. An Insightful Student Response “….most classes dull your brain and kill any creative process..…the more time that you spend in classes, the more bored you become with a subject and the less likely you are to learn and succeed. But, I remember more from those two Statistical Thinking lectures than I can recall from any other two lectures in any class--even when I just get out of that class” 6/6/2002 Vinay P. Kulkarni, University of Arizona 30
  • 31. Recommendations • TA & faculty training • Faculty Collaboration • Empathy, Creativity, Shared responsibility • Exams & Laboratories for learning and testing • Less lecture, more class activities 6/6/2002 Vinay P. Kulkarni, University of Arizona 31
  • 32. Recommendations • Understanding & Retention vs. Width of exposure • Encourage ‘Christopherian’ confrontations • Increase the efficiency of the learning process • Communicate instructions in writing – Students – Teaching Assistants 6/6/2002 Vinay P. Kulkarni, University of Arizona 32
  • 33. Reference Books • The Fifth Discipline-Peter M. Senge(1990) • The 7 habits of highly effective people-Stephen R.Covey (1989) • Enlightened Leadership-Ed Oakley and Doug Krug (1991) • Cognition-Margaret W. Matlin • 15 Proven ways to get your message across-Ernest W. Brewer (1997) 6/6/2002 Vinay P. Kulkarni, University of Arizona 33

Notas del editor

  1. These are the topics of my presentation today. There are other more extensive topics in this area which have been researched and written about extensively by academicians and professionals from the industry. We here limit ourselves to addressing the issues that appeared to us to be fundamental, as we learnt from our experience.
  2. This refers to the regular introductory course taught in the department of Systems and Industrial Engineering at the University of Arizona
  3. Convinced that the old ways of teaching are passé and that the new approach to teaching statistical thinking laid out in the text by Hoerl and Snee is promising, we decided to conduct a short “experiencement” to see how students respond to it.
  4. The definition of statistical thinking as used by Hoerl and Snee and one which we adopted in teaching this short course
  5. We selected a small group of topics which included systems thinking and mental models in addition to statistical thinking. We felt this was important as we believe statistical thinking has emerged from systems thinking and its principles. While systems thought helps us to see the world as it is and to correct our faulty mental models, statistical thinking uses systems thought to weave out a philosophy of learning and action with unlimited applications in all fields of human endeavor and especially to enhance business performance.
  6. What is statistics and probability, how it was invented or discovered as the case may be, why it became necessary to create such a discipline, What is its role in our everyday decision making, in personal to professionals settings What is statistical thinking Is it a new discipline or a new way of teaching? How is it different from what we have been doing so far? Why does it stress so much on teamwork?
  7. Why is the topic of mental models central to the issue of redesigning the introductory statistics course
  8. Statistical thinking does not have a firm mathematical foundation. Counter argument-Statistics is not math. It only uses math for a purpose. Math for math’s sake does not make sense.
  9. This is an important and at the same time a controversial issue. We firmly believe that it is not enough to have a great car if you want to reach your destination, you also need a good roadmap to navigate your way through!
  10. This is an example to show how the incongruity between conscious noble thought and faulty mental models can prevent teachers from doing what they set out to do.
  11. Constantly exploring your own mental models replacing them with realistic and better ones, assisting students to do the same, until both you and your students have developed a shared vision seems to us to be very important to achieve change and improvement
  12. This in our opinion is the primary fault with the kind of problem solving taught in classrooms today
  13. This is what we discovered from our experience and observations
  14. When students step out into the real world, they are greeted by the shock of realization. The realization that what they did in the classroom did not prepare them for the real world. Thus they are now evaluated for something they never learnt in the first place
  15. Teachers play a substantial role in the emergence of such a sad situation.
  16. This is the typical picture of the instructor in students’ minds. The instructor sitting on his great mountain of authority and preaching to the crowd of silent students
  17. Silence-cause they are embarrassed, get into “I’m not ok” kind of situation, or the teacher is bad thought, what to do but pretend to understand, we will deal with the lesson later, never catch up, the error propagates, leads to students dropping the class, cheating in exams and blaming the instructor.
  18. An interesting find
  19. When the teacher does not get feedback he does not know what is happening, whether the students are understanding what he is teaching, or they are downright stupid-leads to teacher apathy
  20. When the classroom is viewed this way by both the teacher and the taught the whole perspective changes and an atmosphere conducive to change and learning is created
  21. A brief look at the philosophy of learning by doing. Extensive work has been done in this field by a great number of researchers in various fields and we cannot talk enough about it. Suffice it to say that that is how nature intended us to learn.
  22. The two most important steps that can tremendously increase your chances of success with implementing a change is ensuring student buy-in and creating a capacity for change in the students. Neglecting to create this capacity is in our opinion the primary cause of the failure of most improvement programs.
  23. This student incidentally was the best student in the class (based on her performance on exams and homework) and had done exceedingly well in the regular introductory statistics course with three straight 100s on three exams and five straight 100s on five homewroks.
  24. Here the student is referring to the soccer team performance case study from Hoerl and Snee
  25. This is a very insightful response from a student who gave this short course his greatest support and enthusiasm from the word go.
  26. Tas and faculty need to be trained in the latest teaching methods and learning theories Faculty teaching various interrelated courses must collaborate and reach a joint understanding on course objectives, teaching methods and evaluation systems Empathy between the students and the instructors, creativity in designing the course and class activities and sharing the responsibility for learning –these things are essential to the success of a course Exams should serve to teach and not merely to evaluate and there aught to be laboratories which can serve as testing grounds for the students to test their theories Less of the class time should be spent on lectures and more time should be devoted to group activities and discussion
  27. Tas and faculty need to be trained in the latest teaching methods and learning theories Faculty teaching various interrelated courses must collaborate and reach a joint understanding on course objectives, teaching methods and evaluation systems Empathy between the students and the instructors, creativity in designing the course and class activities and sharing the responsibility for learning –these things are essential to the success of a course Exams should serve to teach and not merely to evaluate and there aught to be laboratories which can serve as testing grounds for the students to test their theories Less of the class time should be spent on lectures and more time should be devoted to group activities and discussion