ALGEBRA FOR ALL: THE HIDDEN COST
Tracy Carolan
University of Wisconsin, Madison
PISA 2012 results indicate that school systems that group students based on ability
levels tend to have lower performance than those that do not divide students by ability.
One way some in the United States have sought to increase equity of opportunity is to
mandate enrollment of students in college-preparatory mathematics, i.e., Algebra 1 in
eighth or ninth grade. This paper is based on a study conducted on one such curricular
change. It uses a multiple linear regression model to compare two graduating class
cohorts—one from before the initiative and one after—on test scores, courses
completed, grades, and drop-out rates. There were positive gains for select groups of
males and negative results for most females with the highest losses found for White
females, especially those qualifying for special education services.
BACKGROUND
Countries around the world vary in their approach to mathematics education. Some
have a highly stratified system, sorting students from an early age, while others delay
sorting students until their last two years of schooling, if at all. PISA 2012 results
indicate that countries with systems that group students according to their ability tend
to have lower performance than those that do not. Across countries, students in schools
that do not use ability grouping on average outperform students in schools that do.
Furthermore, ability grouping or “tracking” has a disproportionate impact on students
of lower socio-economic status (SES), and that impact is greater the earlier the age at
which students are divided according to ability (OECD, 2013).
In the United States, ability grouping in mathematics is often firmly established by
grade eight, around age 13, with results similar to those found in PISA 2012: lower
levels of mathematical achievement—particularly for students from historically
marginalized or economically disadvantaged groups. Many scholars in the U.S. have
called for increased access to college-preparatory mathematics curricula at grade eight
or nine (age 13 or 14), especially for historically marginalized or disadvantaged
groups, as a way to increase equity of opportunity (e.g. Pelavin & Kane, 1990; Silva,
Moses, Rivers, & Johnson, 1990; Smith, 1996; U.S. Department of Education, 1997).
Initiatives aimed at this grade level are often called Algebra for All initiatives because
Algebra 1 is the course students generally enroll in at age 13 or 14 if they are to
complete a college-preparatory mathematics course sequence by age 18.
This study examines one such initiative in an economically and ethnically diverse
school district in the Midwestern United States: the Madison (WI) Metropolitan
School District’s (MMSD) Algebra for Everyone initiative. Analogous to results seen
internationally, students of color were under-represented in the district’s higher-level
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mathematics classes and over-represented in basic and vocational mathematics classes,
thus denying many students of color the opportunity to apply to and attend college due
to inadequate high school mathematics courses. The MMSD identified institutional
and systemic racism as a large contributor to this situation and decided to discontinue
using staff recommendations for students’ mathematics class placements and instead
place all students in a college-preparatory mathematics track.
In 2003 non-college-preparatory mathematics classes at the high schools such as
Pre-Algebra and Consumer Math were discontinued district-wide and all students were
required to enroll in an Algebra 1 or higher-level mathematics class by grade nine. The
only students who had an option for enrollment in non-college-preparatory
mathematics were Special Education students who planned to apply for an exception
based on their diagnosed disabilities (graduating via Individualized Education Plan
(IEP)).
By 2004 the Algebra for Everyone initiative was in full swing and a disturbing new
trend was appearing in the Algebra 1 classes: higher and higher failure rates were
observed across all sections and for all teachers. By 2007, failure rates in Algebra 1 had
skyrocketed to 40% (from an average of just 10% in 2000) with some Algebra 1 classes
having 65% of students failing.
Anecdotally, students of color seemed to be more likely to fail than White students,
Special Education students (those with diagnosed cognitive and/or emotional
disabilities) seemed to be more likely to fail than those not qualifying for Special
Education, and the students who struggled the most in Algebra 1 seemed to have very
low middle-school mathematics achievement. It was extremely disheartening for
classroom teachers to both literally and figuratively fail so many students.
When examining results for the school district as a whole, the policy of largely
eliminating ability grouping in ninth grade seemed to be a success. More students were
completing a college-preparatory mathematics course sequence than had ever before,
and yet there was this seemingly contradictory anecdotal evidence that the policy was
actually lowering achievement for many students. Was it just that these students were
struggling at first but were able to recover and catch up, or was it that the positive
effects on some students masked the negative effects on others when outcomes were
aggregated? This study was conceived in order to explore the effect of eliminating
ability grouping via the Algebra for Everyone initiative on students in the MMSD and
whether that effect differed at all depending on a student’s demographic group.
METHODS
Data Source
I used transcript and demographic data from two graduating class cohorts: the last
cohort in the MMSD whose students were able to enroll in classes below Algebra 1 and
the cohort entering high school soon after the implementation of the Algebra for
Everyone initiative. The first cohort (Cohort A) entered ninth grade in 2000 and was
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the last cohort for whom Pre-Algebra was still an option at all four high schools in the
district. Cohort B entered high school in 2004, which was the second year in which
Algebra 1 was the lowest-level math class offered at all four high schools. I chose the
second year of the Algebra for Everyone initiative to avoid as much as possible any
effects of the adjustment period on student achievement.
The raw data I received contained transcript data for grades 8 through 12 for 4,440
students in the MMSD who were either enrolled in ninth grade in the fall of 2000 or the
fall of 2004. Students who were not first-time ninth-graders in either 2000 or 2004
were excluded from the study. After these exclusions, there remained 2,019 students in
Cohort A and 2,006 students in Cohort B.
Eighth-Grade (Incoming Ninth-Grade) Achievement
Using independent-samples T tests to compare the means of Cohort A and Cohort B, I
discovered that there were not significant differences (p ≤ 0.05) in mean eighth-grade
achievement between the two groups either overall, or when divided into each of the
eight main demographic subgroups (Asian males and females, Black males and
females, Hispanic males and females, White males and females), in terms of the
number of eighth-grade mathematics credits earned or the eighth-grade mathematics
grade point average (GPA).
I also compared scores from the state-wide standardized test given in eighth grade: the
Wisconsin Knowledge and Concepts Examination (WKCE). Unfortunately, I was
unable to conclusively compare eighth-grade WKCE scores from Cohort A to Cohort
B because of changes to the WKCE test which occurred in 2002 (WI DPI, 2003), but
the change in the MMSD’s 8th grade scores from Cohort A to Cohort B closely
resembles the changes seen across those years state-wide. When this result is paired
with the favorable comparison of the measures of 8th grade mathematics GPA and 8th
grade mathematics credits earned, it gives confidence that students in the two cohorts
entered high school with essentially the same prior achievement.
Criteria on Which Cohorts Were Compared
I then set out to measure whether any of the positive effects desired by proponents of
Algebra for All initiatives, as well as any possible negative effects, were realized
during the implementation in the MMSD. I compared the two cohorts on measures of
student achievement chosen to address specific claims found in the literature (see
Table 1).
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Measure(s) of student achievement
Notes on how data were recorded
Level of initial high school
mathematics class enrollment.
1 = Special Ed or Pre-Algebra
(non-college prep mathematics)
2 = Algebra 1
Level of highest mathematics class
taken in high school for which credit
was received.
3 = Geometry
4 = Algebra 2
5 = Algebra 3, Pre-Calc, or AP Stats
6 = Calc AB or higher.
GPA in high school mathematics
classes and overall high school GPA.
GPA was unweighted and on a
four-point scale.
Overall ACT scores
mathematics sub-scores.
ACT
If there was more than one score, the
highest one was used.
Number of mathematics credits earned
in high school.
Programming classes were not
included in the total.
and
Drop-out rate.
Table 1: Measures of student achievement.
Statistical Methods and Justification
I used a standard multiple linear regression model because it allowed me to better
isolate the effects of the Algebra for Everyone initiative from other known variables,
such as gender or socio-economic status. For example, if a particular subgroup had an
increase in drop-out rates from Cohort A to Cohort B, it may be due to the initiative,
but it could also be due to an increase in the proportion of students in that group with
low socio-economic status. Multiple linear regression calculates the magnitude of
change we can expect to see in the dependent variable due to each predictor
(independent variable) and create a model which quantifies this change.
Regression models for all variables have coefficients for the following predictors
where possible: Cohort, Gender, each of the races/ethnicities except for White, Special
Education status, English Language Learner status, and Socio-Economic status. I
translated the demographic data into dummy codes of 0 and 1 so as to be able to use
them as predictors in linear regression models for each measure in Table 1. Because the
drop-out variable took only values of yes (1) or no (0), I used a binary logistic
regression model to analyze this change.
The focus of this study was the coefficient for Cohort, which represents the amount of
change from Cohort A to Cohort B for a given variable that may be attributed to the
Algebra for Everyone initiative.
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This study was conceived primarily out of concern that the Algebra for Everyone
initiative was having a differing effect on certain demographic subgroups versus
others. This interest necessitated that the analysis not stop at simply calculating results
for the MMSD as a whole, males vs. females, or even the eight main demographic
subgroups. In all, I calculated regression equations for approximately 150 different
demographic subgroups: for example, one of the subgroups was the group of White
Female Low-SES Special-Ed students. At first glance, this seems like a great deal of
unnecessary calculations, but the fine grain size proved to be pivotal in terms of
attaining useful results. Many variables did not show significant differences for the
larger demographic group but differences became significant as the group was
subdivided.
The fine grain size allowed this study to answer, in a way that would not have been
possible otherwise, the question of whether the Algebra for Everyone initiative had
divergent effects on different demographic groups.
RESULTS
Positive Results: Increased Achievement for Select Groups of Males
As hoped, the Algebra for Everyone initiative did increase the mathematics
achievement in the MMSD of some historically marginalized and/or disadvantaged
groups, including Asian and White males of low socio-economic status, Black males
who were not of low socio-economic status and were not receiving Special Education
services, and Hispanic males who were not classified as English language learners. For
these groups, the initiative yielded:
x
x
x
x
x
An increase in the number of credits earned in mathematics classes.
An increase in the level of the highest mathematics class.
An increase in the mathematics GPA and the overall GPA.
Higher college entrance examination scores (measured here by ACT test
scores) and more students taking college entrance examinations.
A decreased or stable drop-out rate.
These are encouraging results because they show that the theory behind an Algebra for
All initiative is sound: many more students than previously thought are ready for
college-preparatory mathematics and when given the opportunity to enroll they will
rise to meet the challenge.
Negative Results: Decreased Achievement for Females and Vulnerable Males
Unfortunately, other demographic groups in the MMSD did not fare as well, suffering
large losses in academic achievement after implementation. Sadly, these were some of
the very groups the initiative was designed to empower, including Black male and
female Special Education students, Black males who were of low-socio-economic
status, Hispanic females, Hispanic males who were English language learners, White
females (especially those eligible for Special Education services), and Special
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Education students of all races and genders. For these groups, the consequences of the
initiative included:
x
x
x
x
x
Fewer credits earned in mathematics classes.
A reduction in the level of the highest mathematics class.
Lower mathematics grade point average (GPA) and lower overall GPA.
Lower college entrance examination scores (measured here by ACT test
scores) scores and fewer students taking the college entrance examination.
An increased drop-out rate.
Any groups of students not named here showed mixed results, with the exception of
Asian females for whom there was inconclusive evidence of either a positive or
negative overall effect.
DISCUSSION
These results would show that Algebra for Everyone had positive effects on many
students in the district, opening up the doors to college to many who would not
otherwise have considered it. However, it did this while closing the doors to a
traditional high school diploma for many others and leading still others to elect
minimal mathematics preparation—the opposite of what was intended.
Teacher Expectations and Student Achievement
When examining the list of students for whom the Algebra for Everyone initiative met
its goals, the salient feature is the gender they all have in common: male. These results
could be an example of what Rosenthal and Jacobsen (1968) termed the “Pygmalion
effect” in which teacher expectations of student learning become reality. Males are
traditionally viewed as being better at mathematics and, given that their SES may not
be readily apparent, for those not receiving Special Education or English Language
Learner services there would have been no reason for a teacher or their classmates to
expect them not to do well.
Correspondingly, the second list contains students from demographic groups society
has historically deemed more likely to struggle or fail in mathematics classes: females,
students of color with low socio-economic status, English language learners, and
students with diagnosed cognitive or emotional difficulties that qualify them for
Special Education services. In these students’ cases, disliking mathematics or
struggling to do well in it might be seen as common and/or not unexpected and
therefore would not be cause for alarm.
Mathematical Identity
Ma’s (2003) research on the acceleration of regular students also may apply here. Ma
found that when regular students are accelerated (defined as students who score at the
65th percentile or lower, taking Algebra I in seventh or eighth grade), their attitude
toward mathematics declines more quickly than their peers who were not accelerated
and their anxiety increases at a higher rate than their regular peers who were not
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accelerated. Ma was unable to find any student-level or school-level factors that could
reliably predict this attitude decrease or increase in anxiety level. Using previous
research on attitudes and how they relate to learning, Ma came to the conclusion that
the negative effects are due to regular students being overwhelmed by the demands of
the higher-level class.
Students who were enrolled in a grade-level class when they would otherwise have
enrolled in a below-grade-level class may have an experience similar to a regular
student who was accelerated to an above-grade-level class. Students who had lower
prior academic achievement may have been more susceptible to feeling discouraged
and overwhelmed, leading to the increased dropout rates and a loss of the
lower-achieving students from the group of students taking the ACT.
Another influence on how students experience mathematics classes is how they
perceive themselves to perform as compared to their peers. Correll (2001) determined
that students’ self-assessment of their mathematical ability is done in reference simply
to others in their daily classes, not in reference to the entire grade-level or student body.
Prior to Algebra for Everyone, lower-achieving students would have been placed in a
Pre-Algebra or lower class where they could have excelled relative to others in their
class. Post Algebra for Everyone, these same students were placed in a more difficult
Algebra 1 class with students with stronger prior achievement. The lower grades
achieved in Algebra 1 vs. Pre-Algebra and their lower performance relative to their
classmates may have affected students’ views of their mathematical abilities
correspondingly.
Individual Agency
A third possible explanation is that the Algebra for Everyone initiative inadvertently
changed the cost/benefit ratio of pursuing higher mathematics and/or a high school
diploma. Correll (2001) found that girls who were strong in both English and
mathematics were less likely to elect to enroll in Calculus (the most advanced
mathematics course offered at a typical U.S. high school) than girls who were also
strong in mathematics but not in English. In a sense, many girls who stayed with
mathematics may have done so not because they loved mathematics but because they
had no other viable alternatives.
The groups with the greatest negative effects from the Algebra for Everyone initiative
could perhaps be those for whom another option besides continuing with mathematics
was readily available. This may have taken the form of enrolling in more history or
English classes or, for those students who also struggle in the other disciplines such as
many of the Special Ed students, it could have meant dropping out.
Increasing equity of opportunity without harming vulnerable students
Of course, the theories posited above are simplifications of the complex reality which
influences students’ choices, but all seem to point to Algebra for Everyone not as the
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cause of the results we see here, but rather as a trigger for amplification of
already-existing trends and dynamics.
It would appear that school systems that seek to eliminate ability grouping may
unknowingly wield a double-edged sword, and further research is needed to paint a
clearer picture of the dynamics involved and the optimal solutions. In principle, a
policy designed to increase equity of opportunity, such as an Algebra for All initiative,
would function only to place underestimated students in classes that were more
appropriate, thereby unlocking their heretofore untapped potential. However, this
study suggests that this result was achieved for only a fraction of students and that the
success of these students was attained only at the cost of their peers’ achievement.
This study would suggest that eliminating formal ability grouping is but one factor in
increasing student achievement. Another important factor in student achievement is
how students incorporate cultural beliefs about mathematics into their identities, and it
is one that will be much more challenging for schools to address.
References
Correll, S. J. (2001). Gender and the career choice process: The role of biased
self-assessments. American Journal of Sociology, 106(6), 1691-1730.
Ma, X. (2003). Effects of early acceleration of students in mathematics on attitudes toward
mathematics and mathematics anxiety. Teachers College Record, 105(3), 438-464.
OECD. (2013). PISA 2012 results: What makes schools successful? Resources, policies and
practices (Vol. 4). PISA, OECD Publishing. Retrieved from
http://dx.doi.org/10.1787/9789264201156-en
Pelavin, S. H., & Kane, M. (1990). Changing the odds: Factors increasing access to college.
New York: The College Board.
Rosenthal, R., & Jacobson, L. (1968). Pygmalion in the classroom. The Urban Review, 3(1),
16-20.
Silva, C. M., Moses, R. P., Rivers, J., & Johnson, P. (1990). The Algebra Project: Making
middle school mathematics count. The Journal of Negro Education, 59(3), 375-391.
Smith, J. B. (1996). Does an extra year make any difference? The impact of early access to
algebra on long-term gains in mathematics attainment. Educational Evaluation and Policy
Analysis, 18(2), 141-153.
U.S. Department of Education. (1997). Mathematics equals opportunity: White paper
prepared for U.S. Secretary of Education Richard W. Riley. Washington, D.C.: Author.
Wisconsin Department of Public Instruction. (2003). Questions and answers regarding the
new 2002-03 WKCE proficiency levels. Retrieved from the Wisconsin Department of
Public Instruction website: http://dpi.wi.gov/files/oea/pdf/profnewq_a.pdf
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