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Chapter 4

The Emergence of Scientific Reasoning

Bradley J. Morris, Steve Croker, Amy M. Masnick and Corinne Zimmerman

Additional information is available at the end of the chapter

http://dx.doi.org/10.5772/53885

1. Introduction
Scientific reasoning encompasses the reasoning and problem-solving skills involved in
generating, testing and revising hypotheses or theories, and in the case of fully developed
skills, reflecting on the process of knowledge acquisition and knowledge change that results
from such inquiry activities. Science, as a cultural institution, represents a “hallmark
intellectual achievement of the human species” and these achievements are driven by both
individual reasoning and collaborative cognition (Feist, 2006, p. ix).
Our goal in this chapter is to describe how young children build from their natural curiosity
about their world to having the skills for systematically observing, predicting, and
understanding that world. We suggest that scientific reasoning is a specific type of
intentional information seeking, one that shares basic reasoning mechanisms and motivation
with other types of information seeking (Kuhn, 2011a). For example, curiosity is a critical
motivational component that underlies information seeking (Jirout & Klahr, 2012), yet only
in scientific reasoning is curiosity sated by deliberate data collection and formal analysis of
evidence. In this way, scientific reasoning differs from other types of information seeking in
that it requires additional cognitive resources as well as an integration of cultural tools. To
that end, we provide an overview of how scientific reasoning emerges from the interaction
between internal factors (e.g., cognitive and metacognitive development) and cultural and
contextual factors.

The current state of empirical research on scientific reasoning presents seemingly


contradictory conclusions. Young children are sometimes deemed “little scientists” because
they appear to have abilities that are used in formal scientific reasoning (e.g., causal
reasoning; Gopnik et al., 2004). At the same time, many studies show that older children
(and sometimes adults) have difficulties with scientific reasoning. For example, children
have difficulty in systematically designing controlled experiments, in drawing appropriate
conclusions based on evidence, and in interpreting evidence (e.g., Croker, 2012; Chen &
Klahr, 1999; Kuhn, 1989; Zimmerman, 2007).

© 2012 Morris et al., licensee InTech. This is an open access chapter distributed under the terms of the
Creative Commons Attribution License (http://creativecommons.org/licenses/by/3.0), which permits
unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.
62 Current Topics in Children's Learning and Cognition

In the following account, we suggest that despite the early emergence of many of the
precursors of skilled scientific reasoning, its developmental trajectory is slow and requires
instruction, support, and practice. In Section 2 of the chapter, we discuss cognitive and
metacognitive factors. We focus on two mechanisms that play a critical role in all cognitive
processes (i.e., encoding and strategy acquisition/selection). Encoding involves attention to
relevant information; it is foundational in all reasoning. Strategy use involves intentional
approaches to seeking new knowledge and synthesizing existing knowledge. These two
mechanisms are key components for any type of intentional information seeking yet follow
a slightly different development trajectory in the development of scientific reasoning skills.
We then discuss the analogous development of metacognitive awareness of what is being
encoded, and metastrategic skills for choosing and deploying hypothesis testing and
inference strategies. In Section 3, we describe the role of contextual factors such as direct and
scaffolded instruction, and the cultural tools that support the development of the cognitive
and metacognitive skills required for the emergence of scientific thinking.

2. The development of scientific reasoning


Effective scientific reasoning requires both deductive and inductive skills. Individuals must
understand how to assess what is currently known or believed, develop testable questions,
test hypotheses, and draw appropriate conclusions by coordinating empirical evidence and
theory. Such reasoning also requires the ability to attend to information systematically and
draw reasonable inferences from patterns that are observed. Further, it requires the ability to
assess one’s reasoning at each stage in the process. Here, we describe some of the key issues
in developing these cognitive and metacognitive scientific reasoning skills.

2.1. Cognitive processes and mechanisms


The main task for developmental researchers is to explain how children build on their
intuitive curiosity about the world to become skilled scientific reasoners. Curiosity, defined
as “the threshold of desired uncertainty in the environment that leads to exploratory
behavior” (Jirout & Klahr, 2012, p. 150), will lead to information seeking. Information
seeking activates a number of basic cognitive mechanisms that are used to extract (encode)
information from the environment and then children (and adults) can act on this
information in order to achieve a goal (i.e., use a strategy; Klahr, 2001; Kuhn, 2010). We turn
our discussion to two such mechanisms and discuss how these mechanisms underlie the
development of a specific type of information seeking: scientific reasoning.

A mechanistic account of the development of scientific reasoning includes information


about the processes by which this change occurs, and how these processes lead to change
over time (Klahr, 2001). Mechanisms can be described at varying levels (e.g., neurological,
cognitive, interpersonal) and over different time scales. For example, neurological
mechanisms (e.g., inhibition) operate at millisecond time scales (Burlea, Vidala, Tandonneta,
& Hasbroucq, 2004) while learning mechanisms may operate over the course of minutes
(e.g., inhibiting irrelevant information during problem solving; Becker, 2010). Many of the
Emergence of Scientific Reasoning 63

cognitive processes and mechanisms that account for learning and for problem solving
across a variety of domains are important to the development of scientific reasoning skills
and science knowledge acquisition. Many cognitive mechanisms have been identified as
underlying scientific reasoning and other high-level cognition (e.g., analogy, statistical
learning, categorization, imitation, inhibition; Goswami, 2008). However, due to space
limitations we focus on what we argue are the two most critical mechanisms – encoding and
strategy development – to illustrate the importance of individual level cognitive abilities.

2.1.1. Encoding
Encoding is the process of representing information and its context in memory as a result of
attention to stimuli (Chen, 2007; Siegler, 1989). As such, it is a central mechanism in scientific
reasoning because we must represent information before we can reason about it, and the
quality and process of representation can affect reasoning. Importantly, there are significant
developmental changes in the ability to encode the relevant features that will lead to sound
reasoning and problem solving (Siegler, 1983; 1985). Encoding abilities improve with the
acquisition of encoding strategies and with increases in children’s domain knowledge (Siegler,
1989). Young children often encode irrelevant features due to limited domain knowledge
(Gentner, Loewenstein, & Thompson, 2003). For example, when solving problems to make
predictions about the state of a two-arm balance beam (i.e., tip left, tip right, or balance),
children often erroneously encode distance to the fulcrum and amount of weight as a single
factor, decreasing the likelihood of producing a correct solution (which requires weight and
distance to be encoded and considered separately as causal factors, while recognizing non-
causal factors such as color; Amsel, Goodman, Savoie, & Clark, 1996; Siegler, 1983).
Increased domain knowledge helps children assess more effectively what information is and
is not necessary to encode. Further, children’s encoding often improves with the acquisition
of encoding strategies. For example, if a child is attempting to recall the location of an item
in a complex environment, she may err in encoding only the features of the object itself
without encoding its relative position. With experience, she may encode the relations
between the target item and other objects (e.g., the star is in front of the box), a strategy
known as cue learning. Encoding object position and relative position increases the
likelihood of later recall and is an example of how encoding better information is more
important than simply encoding more information (Chen, 2007; Newcombe & Huttenlocher,
2000).

Effective encoding is dependent on directing attention to relevant information, which in turn


leads to accurate representations that can guide reasoning. Across a variety of tasks, experts
are more likely to attend to critical elements in problem solving, and less likely to attend to
irrelevant information, compared to novices (Gobet, 2005). Domain knowledge plays an
important role in helping to guide attention to important features. Parents often direct a
child’s attention to critical problem features during problem solving. For example, a parent
may keep track of which items have been counted in order to help a child organize counting
(Saxe, Guberman, & Gearhart, 1987). Instructional interventions in which children were
directed towards critical elements in problem solving improved their attention to these
64 Current Topics in Children's Learning and Cognition

features (Kloos & Van Orden, 2005). Although domain knowledge is helpful in directing
attention to critical features, it may sometimes limit novel reasoning in a domain and limit
the extent to which attention is paid to disconfirming evidence (Li & Klahr, 2006). Finally,
self-generated activity improves encoding. Self-generation of information from memory,
rather than passive attention, is associated with more effective encoding because it recruits
greater attentional resources than passive encoding (Chi, 2009).

2.1.2. Strategy development


Strategies are sequences of procedural actions used to achieve a goal (Siegler, 1996). In the
context of scientific reasoning, strategies are the steps that guide children from their initial
state (e.g., a question about the effects of weight and distance in balancing a scale) to a goal
state (e.g., understanding the nature of the relationship between variables). We will briefly
examine two components of strategy development: strategy acquisition and strategy selection.
Strategies are particularly important in the development of scientific reasoning. Children often
actively explore objects in a manner that is like hypothesis testing; however, these exploration
strategies are not systematic investigations in which variables are manipulated and controlled
as in formal hypothesis-testing strategies (Klahr, 2000). The acquisition of increasingly optimal
strategies for hypothesis testing, inference, and evidence evaluation leads to more effective
scientific reasoning that allows children to construct more veridical knowledge.

New strategies are added to the repertoire of possible strategies through discovery,
instruction, or other social interactions (Chen, 2007; Gauvain, 2001; Siegler, 1996). There is
evidence that children can discover strategies on their own (Chen, 2007). Children often
discover new strategies when they experience an insight into a new way of solving a
familiar problem. For example, 10- and 11-year-olds discovered new strategies for
evaluating causal relations between variables in a computerized task only after creating
different cars (e.g., comparing the effects of engine size) and testing them (Schauble, 1990).
Similarly, when asked to determine the cause of a chemical reaction, children discovered
new experimentation strategies only after several weeks (Kuhn & Phelps, 1982). Over time,
existing strategies may be modified to reduce time and complexity of implementation (e.g.,
eliminating redundant steps in a problem solving sequence; Klahr, 1984). For example,
determining causal relations among variables requires more time when experimentation is
unsystematic. In order to identify which variables resulted in the fastest car, children often
constructed up to 25 cars, whereas an adult scientist identified the fastest car after
constructing only seven cars (Schauble, 1990).

Children also gain new strategies through social interaction, by being explicitly taught a
strategy, imitating a strategy, or by collaborating in problem solving (Gauvain, 2001). For
example, when a parent asks a child questions about events in a photograph, the parent
evokes memories of the event and helps to structure the child’s understanding of the
depicted event, a process called conversational remembering (Middleton, 1997).
Conversational remembering improves children’s recall of events and often leads to
children spontaneously using this strategy. Parent conversations about event structures
Emergence of Scientific Reasoning 65

improved children’s memory for these structures; for example, questions about a child’s day
at school help to structure this event and improved recall (Nelson, 1996). Children also learn
new strategies by solving problems cooperatively with adults. In a sorting task, preschool
children were more likely to improve their classification strategies after working with their
mothers (Freund, 1990). Further, children who worked with their parents on a hypothesis-
testing task were more likely to identify causal variables than children who worked alone
because parents helped children construct valid experiments, keep data records, and repeat
experiments (Gleason & Schauble, 2000).

Children also acquire strategies by interacting with an adult modeling a novel strategy.
Middle-school children acquired a reading comprehension strategy (e.g., anticipating the
ending of a story) after seeing it modeled by their teacher (Palinscar, Brown, & Campione,
1993). Additionally, children can acquire new strategies from interactions with other
children. Monitoring other children during problem solving improves a child’s
understanding of the task and appears to improve how they evaluate their own
performance (Brownell & Carriger, 1991). Elementary school children who collaborated with
other students to solve the balance-scale task outperformed students who worked alone
(Pine & Messer, 1998). Ten-year-olds working in dyads were more likely to discuss their
strategies than children working alone and these discussions were associated with
generating better hypotheses than children working alone (Teasley, 1995).

More than one strategy may be useful for solving a problem, which requires a means to
select among candidate strategies. One suggestion is that this process occurs by adaptive
selection. In adaptive selection, strategies that match features of the problem are candidates
for selection. One component of selection is that newer strategies tend to have a slightly
higher priority for use when compared to older strategies (Siegler, 1996). Successful
selection is made on the basis of the effectiveness of the strategy and its cost (e.g., speed),
and children tend to choose the fastest, most accurate strategy available (i.e., the most
adaptive strategy).
Cognitive mechanisms provide the basic investigation and inferential tools used in scientific
reasoning. The ability to reason about knowledge and the means for obtaining and
evaluating knowledge provide powerful tools that augment children’s reasoning.
Metacognitive abilities such as these may help explain some of the discrepancies between
early scientific reasoning abilities and limitations in older children, as well as some of the
developmental changes in encoding and strategy use.

2.2. Metacognitive and metastrategic processes


Sodian, Zaitchik, and Carey (1991) argue that two basic skills related to early metacognitive
acquisitions are needed for scientific reasoning. First, children need to understand that
inferences can be drawn from evidence. The theory of mind literature (e.g., Wellman, Cross,
& Watson, 2001) suggests that it is not until the age of 4 that children understand that beliefs
and knowledge are based on perceptual experience (i.e., evidence). As noted earlier,
experimental work demonstrates that preschoolers can use evidence to make judgments
66 Current Topics in Children's Learning and Cognition

about simple causal relationships (Gopnik, Sobel, Schulz, & Glymour, 2001; Schulz &
Bonawitz, 2007; Schulz & Gopnik, 2004; Schulz, Gopnik,& Glymour, 2007). Similarly, several
classic studies show that children as young as 6 can succeed in simple scientific reasoning
tasks. Children between 6 and 9 can discriminate between a conclusive and an inclusive test
of a simple hypothesis (Sodian et al., 1991). Children as young as 5 can form a causal
hypothesis based on a pattern of evidence, and even 4-year-olds seem to understand some
of the principles of causal reasoning (Ruffman, Perner, Olson, & Doherty, 1993).

Second, according to Sodian et al. (1991), children need to understand that inference is itself
a mechanism with which further knowledge can be acquired. Four-year-olds base their
knowledge on perceptual experiences, whereas 6-year-olds understand that the testimony of
others can also be used in making inferences (Sodian & Wimmer, 1987). Other research
suggests that children younger than 6 can make inferences based on testimony, but in very
limited circumstances (Koenig, Clément, & Harris, 2004). These findings may explain why,
by the age of 6, children are able to succeed on simple causal reasoning, hypothesis testing,
and evidence evaluation tasks.

Research with older children, however, has revealed that 8- to 12-year-olds have limitations
in their abilities to (a) generate unconfounded experiments, (b) disconfirm hypotheses, (c)
keep accurate and systematic records, and (d) evaluate evidence (Klahr, Fay, & Dunbar,
1993; Kuhn, Garcia-Mila, Zohar, & Andersen, 1995; Schauble, 1990, 1996; Zimmerman,
Raghavan, & Sartoris, 2003). For example, Schauble (1990) presented children aged 9-11 with
a computerized task in which they had to determine which of five factors affect the speed of
racing cars. Children often varied several factors at once (only 22% of the experiments were
classified as valid) and they often drew conclusions consistent with belief rather than the
evidence generated. They used a positive test strategy, testing variables believed to
influence speed (e.g., engine size) and not testing those believed to be non-causal (e.g.,
color). Some children recorded features without outcomes, or outcomes without features,
but most wrote down nothing at all, relying on memory for details of experiments carried
out over an eight-week period.

Although the performance differences between younger and older children may be
interpreted as potentially contradictory, the differing cognitive and metacognitive demands
of tasks used to study scientific reasoning at different ages may account for some of the
disconnect in conclusions. Even though the simple tasks given to preschoolers and young
children require them to understand evidence as a source of knowledge, such tasks require
the cognitive abilities of induction and pattern recognition, but only limited metacognitive
abilities. In contrast, the tasks used to study the development of scientific reasoning in older
children (and adults) are more demanding and focused on hypothetico-deductive reasoning;
they include more variables, involve more complex causal structures, require varying levels
of domain knowledge, and are negotiated across much longer time scales. Moreover, the
tasks given to older children and adults involve the acquisition, selection, and coordination
of investigation strategies, combining background knowledge with empirical evidence. The
results of investigation activities are then used in the acquisition, selection, and coordination
Emergence of Scientific Reasoning 67

of evidence evaluation and inference strategies. With respect to encoding, increases in task
complexity require attending to more information and making judgments about which
features are relevant. This encoding happens in the context of prior knowledge and, in many
cases, it is also necessary to inhibit prior knowledge (Zimmerman & Croker, in press).

Sodian and Bullock (2008) also argue that mature scientific reasoning involves the
metastrategic process of being able to think explicitly about hypotheses and evidence, and
that this skill is not fully mastered until adolescence at the very earliest. According to Amsel
et al. (2008), metacognitive competence is important for hypothetical reasoning. These
conclusions are consistent with Kuhn’s (1989, 2005, 2011a) argument that the defining
feature of scientific thinking is the set of cognitive and metacognitive skills involved in
differentiating and coordinating theory and evidence. Kuhn argues that the effective
coordination of theory and evidence depends on three metacognitive abilities: (a) The ability
to encode and represent evidence and theory separately, so that relations between them can
be recognized; (b) the ability to treat theories as independent objects of thought (i.e., rather
than a representation of “the way things are”); and (c) the ability to recognize that theories
can be false, setting aside the acceptance of a theory so evidence can be assessed to
determine the veridicality of a theory. When we consider these cognitive and metacognitive
abilities in the larger social context, it is clear that skills that are highly valued by the
scientific community may be at odds with the cultural and intuitive views of the individual
reasoner (Lemke, 2001). Thus, it often takes time for conceptual change to occur; evidence is
not just evaluated in the context of the science investigation and science classroom, but
within personal and community values. Conceptual change also takes place in the context of
an individual’s personal epistemology, which can undergo developmental transitions (e.g.,
Sandoval, 2005).

2.2.1. Encoding and strategy use


Returning to the encoding and retrieval of information relevant to scientific reasoning tasks,
many studies demonstrate that both children and adults are not always aware of their
memory limitations while engaged in investigation tasks (e.g., Carey, Evans, Honda, Jay, &
Unger, 1989; Dunbar & Klahr, 1989; Garcia-Mila & Andersen, 2007; Gleason & Schauble,
2000; Siegler & Liebert, 1975; Trafton & Trickett, 2001). Kanari and Millar (2004) found that
children differentially recorded the results of experiments, depending on familiarity or
strength of prior beliefs. For example, 10- to 14-year-olds recorded more data points when
experimenting with unfamiliar items (e.g., using a force-meter to determine the factors
affecting the force produced by the weight and surface area of boxes) than with familiar
items (e.g., using a stopwatch to experiment with pendulums). Overall, children are less
likely than adults to record experimental designs and outcomes, or to review notes they do
keep, despite task demands that clearly necessitate a reliance on external memory aids.

Children are often asked to judge their memory abilities, and memory plays an important
role in scientific reasoning. Children’s understanding of memory as a fallible process
68 Current Topics in Children's Learning and Cognition

develops over middle childhood (Jaswal & Dodson, 2009; Kreuzer, Leonard, & Flavell,
1975). Young children view all strategies on memory tasks as equally effective, whereas 8- to
10-year-olds start to discriminate between strategies, and 12-year-olds know which
strategies work best (Justice, 1986; Schneider, 1986). The development of metamemory
continues through adolescence (Schneider, 2008), so there may not be a particular age that
memory and metamemory limitations are no longer a consideration for children and
adolescents engaged in complex scientific reasoning tasks. However, it seems likely that
metamemory limitations are more profound for children under 10-12 years.

Likewise, the acquisition of other metacognitive and metastrategic skills is a gradual


process. Early strategies for coordinating theory and evidence are replaced with better ones,
but there is not a stage-like change from using an older strategy to a newer one. Multiple
strategies are concurrently available so the process of change is very much like Siegler’s
(1996) overlapping waves model (Kuhn et al., 1995). However, metastrategic competence does
not appear to routinely develop in the absence of instruction. Kuhn and her colleagues have
incorporated the use of specific practice opportunities and prompts to help children develop
these types of competencies. For example, Kuhn, Black, Keselman, and Kaplan (2000)
incorporated performance-level practice and metastrategic-level practice for sixth- to eighth-
grade students. Performance-level exercise consisted of standard exploration of the task
environment, whereas metalevel practice consisted of scenarios in which two individuals
disagreed about the effect of a particular feature in a multivariable situation. Students then
evaluated different strategies that could be used to resolve the disagreement. Such scenarios
were provided twice a week during the course of ten weeks. Although no performance
differences were found between the two types of practice with respect to the number of
valid inferences, there were more sizeable differences in measures of understanding of task
objectives and strategies (i.e., metastrategic understanding).

Similarly, Zohar and Peled (2008) focused instruction in the control-of-variables strategy
(CVS) on metastrategic competence. Fifth-graders were given a computerized task in which
they had to determine the effects of five variables on seed germination. Students in the
control group were taught about seed germination, and students in the experimental group
were given a metastrategic knowledge intervention over several sessions. The intervention
consisted of describing CVS, discussing when it should be used, and discussing what
features of a task indicate that CVS should be used. A second computerized task on potato
growth was used to assess near transfer. A physical task in which participants had to
determine which factors affect the distance a ball will roll was used to assess far transfer.
The experimental group showed gains on both the strategic and the metastrategic level. The
latter was measured by asking participants to explain what they had done. These gains were
still apparent on the near and far transfer tasks when they were administered three months
later. Moreover, low-academic achievers showed the largest gains. It is clear from these
studies that although meta-level competencies may not develop routinely, they can certainly
be learned via explicit instruction.
Emergence of Scientific Reasoning 69

Metacognitive abilities are necessary precursors to sophisticated scientific thinking, and


represent one of the ways in which children, adults, and professional scientists differ. In
order for children’s behavior to go beyond demonstrating the correctness of one’s existing
beliefs (e.g., Dunbar & Klahr, 1989) it is necessary for meta-level competencies to be
developed and practiced (Kuhn, 2005). With metacognitive control over the processes
involved, children (and adults) can change what they believe based on evidence and, in
doing so, are aware not only that they are changing a belief, but also know why they are
changing a belief. Thus, sophisticated reasoning involves both the use of various strategies
involved in hypothesis testing, induction, inference, and evidence evaluation, and a meta-
level awareness of when, how, and why one should engage in these strategies.

3. Scientific reasoning in context


Much of the existing laboratory work on the development of scientific thinking has not
overtly acknowledged the role of contextual factors. Although internal cognitive and
metacognitive processes have been a primary focus of past work, and have helped us learn
tremendously about the processes of scientific thinking, we argue that many of these studies
focused on individual cognition have, in fact, included both social factors (in the form of, for
example, collaborations with other students, or scaffolds by parents or teachers) and cultural
tools that support scientific reasoning.

3.1. Instructional and peer support: The role of others in supporting cognitive
development
Our goal in this section is to re-examine our two focal mechanisms (i.e., encoding and
strategy) and show how the development of these cognitive acquisitions and metastrategic
control of them are facilitated by both the social and physical environment.

3.1.1. Encoding
Children must learn to encode effectively, by knowing what information is critical to pay
attention to. They do so in part with the aid of their teachers, parents, and peers. Once
school begins, teachers play a clear role in children’s cognitive development. An ongoing
debate in the field of science education concerns the relative value of having children
learn and discover how the world works on their own (often called “discovery learning”)
and having an instructor guide the learning more directly (often called “direct
instruction”). Different researchers interpret these labels in divergent ways, which adds
fuel to the debate (see e.g., Bonawitz et al., 2011; Hmelo-Silver, Duncan, & Chinn, 2007;
Kirshner, Sweller, & Clark, 2006; Klahr, 2010; Mayer, 2004; Schmidt, Loyens, van Gog, &
Paas, 2007). Regardless of definitions, though, this issue illustrates the core idea that
learning takes place in a social context, with guidance that varies from minimal to
didactic.
70 Current Topics in Children's Learning and Cognition

Specifically, this debate is about the ideal role for adults in helping children to encode
information. In direct instruction, there is a clear role for a teacher, often actively pointing out
effective examples as compared to ineffective ones, or directly teaching a strategy to apply to
new examples. And, indeed, there is evidence that more direct guidance to test variables
systematically can help students in learning, particularly in the ability to apply their
knowledge to new contexts (e.g., Klahr & Nigam, 2004; Lorch et al., 2010; Strand-Cary & Klahr,
2008). There is also evidence that scaffolded discovery learning can be effective (e.g., Alfieri,
Brooks, Adrich, & Tenenbaum, 2011). Those who argue for discovery learning often do so
because they note that pedagogical approaches commonly labeled as “discovery learning,”
such as problem-based learning and inquiry learning, are in fact highly scaffolded, providing
students with a structure in which to explore (Alfieri et al., 2011; Hmelo-Silver et al., 2007;
Schmidt et al., 2007). Even in microgenetic studies in which children are described as engaged
in “self-directed learning,” researchers ask participants questions along that way that serve as
prompts, hints, dialogue, and scaffolds that facilitate learning (Klahr & Carver, 1995). What
there appears to be little evidence for is “pure discovery learning” in which students are given
little or no guidance and expected to discover rules of problem solving or other skills on their
own (Alfieri et al., 2011; Mayer, 2004). Thus, it is clear that formal education includes a critical
role for a teacher to scaffold children’s scientific reasoning.

A common goal in science education is to correct the many misconceptions students bring to
the classroom. Chinn and Malhotra (2002) examined the role of encoding evidence,
interpreting evidence, generalization, and retention as possible impediments to correcting
misconceptions. Over four experiments, they concluded that the key difficulty faced by
children is in making accurate observations or properly encoding evidence that does not
match prior beliefs. However, interventions involving an explanation of what scientists
expected to happen (and why) were very effective in mediating conceptual change when
encountering counterintuitive evidence. That is, with scaffolds, children made observations
independent of theory, and changed their beliefs based on observed evidence. For example,
the initial belief that a thermometer placed inside a sweater would display a higher
temperature than a thermometer outside a sweater was revised after seeing evidence that
disconfirmed this belief and hearing a scientist’s explanation that the temperature would be
the same unless there was something warm inside the sweater. Instructional supports can
play a crucial role in improving the encoding and observational skills required for reasoning
about science.

In laboratory studies of reasoning, there is direct evidence of the role of adult scaffolding.
Butler and Markman (2012a) demonstrate that in complex tasks in which children need to
find and use evidence, causal verbal framing (i.e., asking whether one event caused another)
led young children to more effectively extract patterns from scenes they observed, which in
turn led to more effective reasoning. In further work demonstrating the value of adult
scaffolding in children’s encoding, Butler and Markman (2012b) found that by age 4,
children are much more likely to explore and make inductive inferences when adults
intentionally try to teach something than when they are shown an “accidental” effect.
Emergence of Scientific Reasoning 71

3.1.2. Strategy development and use


As discussed earlier in this chapter, learning which strategies are available and useful is a
fundamental part of developing scientific thinking skills. Much research has looked at the
role of adults in teaching strategies to children in both formal (i.e., school) and informal
settings (e.g., museums, home; Fender & Crowley, 2007; Tenenbaum, Rappolt-Schlichtmann,
& Zanger, 2004).

A central task in scientific reasoning involves the ability to design controlled experiments.
Chen and Klahr (1999) found that directly instructing 7- to 10-year-old children in the
strategies for designing unconfounded experiments led to learning in a short time frame.
More impressively, the effectiveness of the training was shown seven months later, when
older students given the strategy training were much better at correctly distinguishing
confounded and unconfounded designs than those not explicitly trained in the strategy. In
another study exploring the role of scaffolded strategy instruction, Kuhn and Dean (2005)
worked with sixth graders on a task to evaluate the contribution of different factors to
earthquake risk. All students given the suggestion to focus attention on just one variable
were able to design unconfounded experiments, compared to only 11% in the control group
given their typical science instruction. This ability to design unconfounded experiments
increased the number of valid inferences in the intervention group, both immediately and
three months later. Extended engagement alone resulted in minimal progress, confirming
that even minor prompts and suggestions represent potentially powerful scaffolds. In yet
another example, when taught to control variables either with or without metacognitive
supports, 11-year-old children learned more when guided in thinking about how to
approach each problem and evaluate the outcome (Dejonckheere, Van de Keere, & Tallir,
2011). Slightly younger children did not benefit from the same manipulation, but 4- to 6-
year-olds given an adapted version of the metacognitive instruction were able to reason
more effectively about simpler physical science tasks than those who had no metacognitive
supports (Dejonckheere, Van de Keere, & Mestdagh, 2010).

3.2. Cultural tools that support scientific reasoning


Clearly, even with the number of studies that have focused on individual cognition, a
picture is beginning to emerge to illustrate the importance of social and cultural factors in
the development of scientific reasoning. Many of the studies we describe highlight that even
“controlled laboratory studies” are actually scientific reasoning in context. To illustrate,
early work by Siegler and Liebert (1975) includes both an instructional context (a control
condition plus two types of instruction: conceptual framework, and conceptual framework plus
analogs) and the role of cultural supports. In addition to traditional instruction about
variables (factors, levels, tree diagrams), one type of instruction included practice with
analogous problems. Moreover, 10- and 13-year-olds were provided with paper and pencil
to keep track of their results. A key finding was that record keeping was an important
mediating factor in success. Children who had the metacognitive awareness of memory
limitations and therefore used the provided paper for record keeping were more successful
72 Current Topics in Children's Learning and Cognition

at producing all possible combinations necessary to manipulate and isolate variables to test
hypotheses.

3.2.1. Cultural resources to facilitate encoding and strategy use


The sociocultural perspective highlights the role that language, speech, symbols, signs,
number systems, objects, and tools play in individual cognitive development (Lemke, 2001).
As highlighted in previous examples, adult and peer collaboration, dialogue, and other
elements of the social environment are important mediators. In this section, we highlight
some of the verbal, visual, and numerical elements of the physical context that support the
emergence of scientific reasoning.
Most studies of scientific reasoning include some type of verbal and pictorial representation as
an aid to reasoning. As encoding is the first step in solving problems and reasoning, the use
of such supports reduces cognitive load. In studies of hypothesis testing strategies with
children (e.g., Croker & Buchanan, 2011; Tschirgi, 1980), for example, multivariable
situations are described both verbally and with the help of pictures that represent variables
(e.g., type of beverage), levels of the variable (e.g., cola vs. milk), and hypothesis-testing
strategies (see Figure 1, panel A). In classic work by Kuhn, Amsel, and O’Loughlin (1988), a
picture is provided that includes the outcomes (children depicted as healthy or sick) along
with the levels of four dichotomous variables (e.g., orange/apple, baked potato/French fries,
see Kuhn et al., 1988, pp. 40-41). In fact, most studies that include children as participants
provide pictorial supports (e.g., Ruffman et al., 1993; Koerber, Sodian, Thoermer, & Nett,
2005). Even at levels of increasing cognitive development and expertise, diagrams and
visual aids are regularly used to support reasoning (e.g., Schunn & Dunbar, 1996; Trafton &
Trickett, 2001; Veermans, van Joolingen, & de Jong, 2006).

(A) (B) (C)

Figure 1. Panel A illustrates the type of pictorial support that accompanies the verbal description of a
hypothesis-testing task (from Croker & Buchanan, 2011). Panel B shows an example of a physical
apparatus (from Triona & Klahr, 2007). Panel C shows a screenshot from an intelligent tutor designed to
teach how to control variables in experimental design (Siler & Klahr, 2012; see
http://tedserver.psy.cmu.edu/demo/ted4.html, for a demonstration of the tutor).
Emergence of Scientific Reasoning 73

Various elements of number and number systems are extremely important in science.
Sophisticated scientific reasoning requires an understanding of data and the evaluation of
numerical data. Early work on evidence evaluation (e.g., Shaklee, Holt, Elek, & Hall, 1988)
included 2 x 2 contingency tables to examine the types of strategies children and adults used
(e.g., comparing numbers in particular cells, the “sums of diagonals” strategy). Masnick and
Morris (2008) used data tables to present evidence to be evaluated, and varied features of
the presentation (e.g., sample size, variability of data). When asked to make decisions
without the use of statistical tools, even third- and sixth-graders had rudimentary skills in
detecting trends, overlapping data points, and the magnitude of differences. By sixth grade,
participants had developing ideas about the importance of variability and the presence of
outliers for drawing conclusions from numerical data.

Although language, symbols, and number systems are used as canonical examples of
cultural tools and resources within the socio-cultural tradition (Lemke, 2001), recent
advances in computing and computer simulation are having a huge impact on the development
and teaching of scientific reasoning. Although many studies have incorporated the use of
physical systems (Figure 1, panel B) such as the canal task (Gleason & Schauble, 2000), the
ramps task (e.g., Masnick & Klahr, 2003), mixing chemicals (Kuhn & Ho, 1980), and globes
(Vosniadou, Skopeliti, & Ikospentaki, 2005), there is an increase in the use of interactive
computer simulations (see Figure 1, panel C). Simulations have been developed for electric
circuits (Schauble, Glaser, Raghavan, & Reiner, 1992), genetics (Echevarria, 2003),
earthquakes (Azmitia & Crowley, 2001), flooding risk (Keselman, 2003), human memory
(Schunn & Anderson, 1999), and visual search (Métrailler, Reijnen, Kneser, & Opwis, 2008).
Non-traditional science domains have also been used to develop inquiry skills. Examples
include factors that affect TV enjoyment (Kuhn et al., 1995), CD catalog sales (Dean & Kuhn,
2007), athletic performance (Lazonder, Wilhelm, & Van Lieburg, 2009), and shoe store sales
(Lazonder, Hagemans, & de Jong, 2010).

Computer simulations allow visualization of phenomena that are not directly observable in
the classroom (e.g., atomic structure, planetary motion). Other advantages include that they
are less prone to measurement error in apparatus set up, and that they can be programmed
to record all actions taken (and their latencies). Moreover, many systems include a
scaffolded method for participants to keep and consult records and notes. Importantly, there
is evidence that simulated environments provide the same advantages as isomorphic
“hands on” apparatus (Klahr, Triona, & Williams, 2007; Triona & Klahr, 2007).

New lines of research are taking advantage of advances in computing and intelligent
computer systems. Kuhn (2011b) recently examined how to facilitate reasoning about
multivariable causality, and the problems associated with the visualization of outcomes
resulting from multiple causes (e.g., the causes for different cancer rates by geographical
area). Participants had access to software that produces a visual display of data points that
represent main effects and their interactions. Similarly, Klahr and colleagues (Siler, Mowery,
Magaro, Willows, & Klahr, 2010) have developed an intelligent tutor to teach experimentation
74 Current Topics in Children's Learning and Cognition

strategies (see Figure 1, panel C). The use of intelligent tutors provides the unique
opportunity of personally tailored learning and feedback experiences, dependent on each
student’s pattern of errors. This immediate feedback can be particularly useful in helping
develop metacognitive skills (e.g., Roll, Alaven, McLaren, & Koedinger, 2011) and facilitate
effective student collaboration (Diziol, Walker, Rummel, & Koedinger, 2010).

Tweney, Doherty, and Mynatt (1981) noted some time ago that most tasks used to study
scientific thinking were artificial because real investigations require aided cognition.
However, as can be seen by several exemplars, even lab studies include support
and assistance for many of the known cognitive limitations faced by both children and
adults.

4. Summary and conclusions


Determining the developmental trajectory of scientific reasoning has been challenging, in
part because scientific reasoning is not a unitary construct. Our goal was to outline how the
investigation, evidence evaluation, and inference skills that constitute scientific reasoning
emerge from intuitive information seeking via the interaction of individual and contextual
factors. We describe the importance of (a) cognitive processes and mechanisms, (b)
metacognitive and metastrategic skills, (c) the role of direct and scaffolded instruction, and
(d) a context in which scientific activity is supported and which includes cultural tools
(literacy, numeracy, technology) that facilitate the emergence of scientific reasoning. At the
outset, we intended to keep section boundaries clean and neat. What was apparent to us,
and may now be apparent to the reader, is that these elements are highly intertwined. It was
difficult to discuss pure encoding in early childhood without noting the role that parents
play. Likewise, it was difficult to discuss individual discovery of strategies, without noting
such discovery takes place in the presence of peers, parents, and teachers. Similarly,
discussing the teaching and learning of strategies is difficult without noting the role of
cultural tools such as language, number, and symbol systems.

There is far more to a complete account of scientific reasoning than has been discussed here,
including other cognitive mechanisms such as formal hypothesis testing, retrieval, and other
reasoning processes. There are also relevant non-cognitive factors such as motivation,
disposition, personality, argumentation skills, and personal epistemology, to name a few
(see Feist, 2006). These additional considerations do not detract from our assertion that
encoding and strategy use are critical to the development of scientific reasoning, and that we
must consider cognitive and metacognitive skills within a social and physical context when
seeking to understand the development of scientific reasoning. Scientific knowledge
acquisition and, importantly, scientific knowledge change is the result of individual and
social cognition that is mediated by education and cultural tools. The cultural institution of
science has taken hundreds of years to develop. As individuals, we may start out with the
curiosity and disposition to be little scientists, but it is a long journey from information
seeking to skilled scientific reasoning, with the help of many scaffolds along the way.
Emergence of Scientific Reasoning 75

Author details
Bradley J. Morris
Kent State University, USA

Steve Croker and Corinne Zimmerman


Illinois State University, USA

Amy M. Masnick
Hofstra University, USA

Acknowledgements
All authors contributed equally to the manuscript. The authors thank Eric Amsel, Deanna
Kuhn, and Jamie Jirout for comments on a previous version of this chapter.

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