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UNIVERSITY OF MIAMI
MATHEMATICS ANXIETY AND LEARNED HELPLESSNESS
By
Joseph Franke Kolacinski
A DOCTORAL TREATISE
Submitted to the Faculty
of the University of Miami
in partial fulfillment of the requirements for
the degree of Doctor of Arts
Coral Gables, Florida
August 2003
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UMI Number: 3096372
Copyright 2003 by
Kolacinski, Joseph Franke
All rights reserved.
®
UMI
UMI Microform 3096372
Copyright 2003 by ProQuest Information and Learning Company.
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©2003
Joseph Franke Kolacinski
All Rights Reserved
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UNIVERSITY OF MIAMI
A treatise submitted in partial fulfillment of
the requirements for the degree of
Doctor of Arts
MATHEMATICS ANXIETY AND LEARNED HELPLESSNESS
Joseph Franke Kolacinski
Approved:
Gilbert Cuevas, Ph.D.
Professor of Teaching and Learning
Co-Chair of the Treatise Committee
Marvin V. Mielke, Ph.D.
Professor of Mathematics
Co-Chair of the Treatise Committee
Robert L Kelley, Ph.D.
Associate Professor of Mathematics
Associate Chair of Mathematics
Co-Chair of the Treatise Committee
Steven G. Ullmann, Ph.D
Dean of the Graduate School
Scott Ingold, Ed
Associate Dea
and Registrar
Enrollment
Shulim Kaliman, Ph.D
Professor of Mathematics
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KOLACINSKI, JOSEPH FRANKS (D.A., Mathematics)
Mathematics Anxiety and Learned Helplessness (August 2003)
Abstract of a doctoral treatise at the University of Miami.
Treatise supervised by Professor Gilbert Cuevas, Professor Marvin Mielke and
Professor Robert L. Kelley.
No. of pages in text. 85
Two factors that have been shown to interfere with the learning of
mathematics are mathematics anxiety and learned helplessness. Mathematics
Anxiety is a negative emotional state associated with low mathematical
achievement. Learned helplessness is a response to uncontrollable adverse
stimulus that leads to motivational and cognitive deficits. This study explores the
relationship between these two phenomena.
In the first phase of this study, respondents were separated into four
attributional styles. Categories A1, A2, A3 and A4 consisted of the respondents
who tend to attribute failure in mathematics to lack of effort, environmental
factors, task difficulty and lack of ability respectively. Attribution Theory tells us
that the likelihood that a respondent would experience a helplessness response
increases as the index increases. It was therefore predicted that the mean
mathematics anxiety score of each of these categories would also increase as
the index increases. This study demonstrated this up to the limitations of the
data. Nothing could be inferred about category A2, because too few respondents
fell into that category, but otherwise the mean anxiety score of each category
showed a statistically significant increase coinciding with the known increased
likelihood of a helplessness response.
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In the second phase of this study, students were exposed to an
intervention consisting of several methods known to alleviate or prevent
helplessness responses. Here it was predicted that the mathematics anxiety
score, a would decrease significantly between a pre-intervention survey and a
post-intervention survey. This did not happen. However, the mean value of a of
the comparison group increased significantly between the pre-intervention survey
and the post-intervention survey. This may indicate that the intervention
prevented a normal increase of mathematics anxiety for the experimental group.
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In memory of my mother,
Mary Franke Kolacinski
iii
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Acknowledgments
There were many people who played a roll in the completion of this
project. All of them have my thanks whether I mention them explicitly or not.
I’d first like to recognize my family and friends for their support and
encouragement over the years. Aside from the folks who will be mentioned
below, there are many people I’d like to thank here, but I will restrain myself and
mention only three; my brother, Richard Gadd, who always steers me in the right
direction when I ask him for advice, and two of my closest friends, Jason Foster
and Vicki Pearlman.
Probably the most difficult part of this process for me personally was
completing the paperwork for the Human Studies Committee. I’d like to thank
Ken Goodman, Julia Beutler and Linda Belgrave for their assistance with that
process.
Virtually everyone in the mathematics department was supportive over the
years. Professor Subramanian Ramakrishnan helped me to figure out which
statistical tests were appropriate to use and gave me some useful insight into
how to handle the data. Marta Alpar, Roneet Merkin, Patty Rua and Jay Stine
were gracious enough to allow me to collect data in their classes. Marta, Patty,
Jim Kell and Leticia Oropesa also helped collect data. All of them have my
gratitude. I would particularly like to thank Patty Rua for her assistance and
company.
Mike Rubino, a former student of mine, assisted by making a presentation
to the two classes in the experimental group. Mike is now himself in graduate
school and I wish him the best.
I count myself fortunate to have worked with each of the members of my
committee. Professors Marvin Mielke and Robert Kelley were co-chairs of the
iv
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committee, while Professors Shulim Kaliman and Scott Ingold were committee
members. Their advice and suggestions uniformly made this a better project.
The two people who probably heard the most about this project over the
years are also two of my best friends, Elvira Loredo and John Beam. Both of
them were great sounding boards, made solid suggestions and were extremely
helpful.
My most profound thanks go to the third co-chair of my treatise committee,
Professor Gilbert Cuevas. Dr. Cuevas always made himself available and taught
me a great deal as this project progressed. He was supportive of the decisions I
made, wise in his council and very patient. It due to his assistance that this
treatise has turned out as well as it has.
v
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Contents
1. Introduction 1
2. Review of Relevant Literature
Part 1 - Learned Helplessness 3
Treatment of Learned Helplessness 8
Part 2 - Mathematics Anxiety 12
Part 3 - Known Links and Some Speculations 19
3. The Study 32
4. Results, Conclusions and Recommendations 39
Instruments 39
Phase 1: The Correlational part of the Study 41
Developing an Attributional Model for Mathematics Anxiety 48
Phase 2: The Interventional part of the Study 52
Conclusions 56
References 63
Appendix A: The Phobos Inventory 66
Appendix B: The Mathematics Attribution Scale 68
Appendix C: Human Research Protocol Form 71
Appendix D: Informed Consent Memos 79
Tables and Figures
Figure 1 - Mean anxiety scores by attributional style 42
Figure 2 - Mean anxiety scores with confidence intervals 43
Figure 3 - The main effects plot 48
vi
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Table 1 - Participants in correlational study by course
Table 2 - Typical attributions, locus of control and
Susceptibility to Learned Helplessness
Table 3 - Attributional styles of the respondents in phase 1
Table 4 - ANOVA results
Table 5 - Tukey-Kramer paired comparison test results
Table 6 - Kruskal-Wallis test results
Table 7 - Mann-Whitney Test Results
Table 8 - Results of two-sample t-test assuming unequal
variance, A1 vs. A3
Table 9 - Results of two-sample t-test assuming unequal
variance, A3 vs. A4
Table 10 - Correlation Coefficients
Table 11 - Linear regression, a as a function of F-A, F-T,
F-EN and F-EF
Table 12 - Linear regression, or as a function of F-A and F-T
Table 13 - Results of the paired, two-sample t-test for means
comparing pre and post intervention values for the
experimental group
Table 14 - Results of the paired, two-sample t-test for means
comparing pre and post intervention values for the
comparison group
33
34
41
42
43
45
45
47
47
49
50
51
54
55
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■ Chapter I - Introduction
This study deals with some of the challenges and obstacles that students
face as they attempt to learn mathematics. More specifically, it addresses a
number of issues from the realm of “affective variables.” Laurie Hart Reyes says
that,
affective refers to students’ feelings about mathematics, aspects of the
classroom, or about themselves as learners of mathematics. The
definition is not intended to limit the affective domain to general feelings
such as liking/disliking of mathematics, nor is it meant to exclude
perceptions of the difficulty, usefulness and appropriateness of the
mathematics as a school subject. [Reyes, 1984, p. 558]
Over the last few decades, affective variables, particularly mathematics anxiety,
have been studied in the context of such things as gender and cultural
differences in mathematics achievement and shortages of qualified people in
technical fields. [Evans, 2000] The most compelling reason to study affective
variables is to find ways to help students learn mathematics more effectively.
[Reyes, 1984]
Affective Variables include things like mathematics anxiety, mathematical
self-concept, the perceived usefulness of mathematics, the perceived difficulty of
mathematics, learned helplessness and attributional styles. [Evans, 2000; Reyes,
1984] Of these, this study focuses on mathematics anxiety and learned
helplessness. Studies have shown that there is a negative correlation between
mathematics anxiety and achievement in mathematics. [Evans, 2000] Other
1
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studies have established that learned helplessness produces a deficit in
mathematical performance. [Gentile & Monaco, 1986] A reasonable relationship
to explore is that between learned helplessness and mathematics anxiety.
The working hypothesis of this study is that there is indeed a relationship
between these two variables.
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■ Chapter II - Review of Relevant Literature
Part 1 - Learned Helplessness
The term "learned helplessness" was first coined by M. E. P. Seligman
and J. B. Overmier (1967) to describe the effects of uncontrollable stimulus on
animals. In their earliest experiments a box was partitioned into two
compartments so that an electric shock could be administered through the floor
in either side of the box. This is referred to as a "shuttle box" because the shock
can be avoided by shuttling to the other side of the box. When a shock was
applied to one side of the box, a dog with no preconditioning that was placed in
the box would scramble across the barrier and escape the shock. Other dogs
were preconditioned with a series of shocks that they could not avoid. These
dogs thrashed about wildly when the shock was first applied, but would ultimately
lie down quietly and whine, failing to escape the shock. [Seligman & Maier,
1976]
In later studies it was determined that it was the uncontrollable nature of
the shocks, rather than the trauma of the shocks themselves that caused this
helplessness effect. To demonstrate this, M. E. P. Seligman and S. F. Maier
developed a triadic test design. Three groups of eight dogs were used. The
3
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4
dogs in the "escape group" were placed in a harness and were able to terminate
any shocks that were administered by pressing a panel with their nose. A
second group, the "yoked group" was administered shocks that they were unable
to control. Each dog in the yoked group received shocks identical in number,
duration and pattern to the shocks given to a dog in the escape group. The
control group received no shock in the harness. Twenty-four hours later the dogs
were tested in the shuttle box. The escape group and the control group were
able to learn to avoid the shocks easily, while six of the eight dogs in the yoked
group failed completely to avoid shock. Thus it was the uncontrollable nature of
the shocks rather than the trauma of the shocks themselves that caused the
helplessness effect. [Seligman & Maier, 1976]
In fact, a helplessness response can be evoked even when the adverse
events are not totally unavoidable. As long as the reinforcement is non­
contingent on the response, a helplessness effect is produced. An outcome is
non-contingent on a response if the probability that the response triggers the
desired outcome is equal to the probability that the outcome follows the absence
of the response. The subjects will therefore receive reinforcement whether they
respond or not. Thus a helplessness response is produced when the
reinforcement is or appears to be totally random and uncontrollable. [Mikulincer,
1994]
A study done by D. S. Hiroto in 1974 replicated the above results in
college students. Using a triadic design, the students were separated into three
groups. The students in the "escape group" were subjected to a painfully loud
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noise, which they were able to turn off by pressing a button. The "inescapable
group" was subjected to the same noise, but had no means of shutting off the
noise. The control group, also called the “no-noise group”, was not subjected to
the noise at all. All three groups were then subjected to the same type of noise
in a setting where they had the ability to turn the noise off. Subjects in the control
group and the escape group were able to quickly learn how to shut off the noise,
while the members of the inescapable group did not learn to escape the noise.
Most merely sat passively and endured the noise. [Hiroto & Seligman, 1975]
In addition to these motivational deficits caused by exposure to
uncontrollable adverse events, cognitive deficits have been demonstrated as
well. For example, college students with the same triadic test conditions as
above were given a series of 25 five-letter anagrams, each with the same
pattern. Two types of cognitive deficits were observed. A student from the
escape group or the no-noise group was able to solve each anagram much more
readily than a student exposed to inescapable noise, who would try and fail to
solve the first problem in the allotted 100 seconds. [Seligman & Maier, 1976]
Furthermore, a student from the escape group or the no-noise group
discovered the pattern after about three consecutive successes, while a subject
from the inescapable noise group needed approximately seven consecutive
successes before noticing a pattern. Thus exposure to uncontrollable events
made each individual anagram more difficult and inhibited the subject's ability to
notice or learn a pattern. Subsequent experiments showed that exposure to
unsolvable problems produced exactly the same effect as did inescapable noise.
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6
[Seligman & Maier, 1976]
Studies on learned helplessness in humans indicate that the helplessness
response is related to a number of consequences of a person's personality, in
particular, the subject’s involvement in the unsolvable problem and their
expectations of control over their environment. [Dor-Shav & Mikulincer, 1992]
The causal attributions made by a subject in interpreting his or her failure
determine both the subject’s involvement in the problem and his or her
expectation of control. There are three dimensions to causal attribution: locus,
stability and globality. The locus dimension determines if the person will attribute
failure to internal or external causes. Stability is concerned with whether the
causes will remain steady over time and globality with whether the causes will
remain the same over many situations. In particular, one would expect that
attributing failure to internal, stable and global causes would lead to
helplessness, while attributing failure to external, unstable and specific causes
would lead to reactance, an improvement in performance on subsequent tasks.
[Abramson, Seligman & Teasdale, 1978]
A subject’s attributional style determines that subject’s characteristic
response to frustration, which can be categorized in four ways. Intrapersistent
subjects will respond to frustration by trying to reach their goals through their own
devices. Extrapersistent subjects will try to attain their goals through outside
assistance. Intrapersistance and Extrapersistance are collectively referred to as
"need persistence." Intrapunative subjects will respond to frustration by blaming
themselves, while extrapunative subjects will defend their egos by blaming an
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outside force. Together, these responses are known as "ego defensiveness."
[Dor-Shav & Mikulincer, 1992]
One of the salient differences between need persistence and ego
defensiveness subjects is their expectation of success after failure. Need
persistence subjects will expect to succeed in future tasks, while the ego
defensiveness subjects will expect failures to recur. In addition, an internal locus
is assumed to increase ego involvement, while an external locus is assumed to
decrease ego involvement since either the responsibility or the solution is shifted
to external forces. [Dor-Shav & Mikulincer, 1992]
Thus intrapersistant subjects will attribute failure to lack of effort, an
internal and unstable cause. This should lead to an optimistic attitude and ego
involvement and in turn reactance. Extrapersistant subjects will typically attribute
failure to bad luck, which is external and unstable. These subjects should then
show an optimistic attitude and a decrease in ego involvement, leading to
reactance, but to a lesser degree than the intrapersistant group.
The intrapunative group will blame failure on a lack of ability, leading to a
pessimistic attitude and ego-involvement and hence to helplessness. Finally the
extrapunative subjects should attribute failure to task difficulty, causing a
pessimistic attitude and low ego involvement. These subjects, then, should
display helplessness at a lower level than the intrapunative group. [Dor-Shav &
Mikulincer, 1992]
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Treatment of Learned Helplessness
It has been established that Learned Helplessness is a predictor of low
academic achievement. Consider a college student who fails his or her first
examination in a college course. If the student attributes the failure to an
unstable cause such as a headache, helplessness deficits will be short lived
because the headache will go away. If the student attributes the failure to a
stable cause such as lack of ability the deficits will tend to persist because the
perceived cause will persist. [Peterson, Maier & Seligman, 1993]
Several studies have also shown that interventions based upon
helplessness theory can be used to improve the grades of college students.
[Peterson, Maier & Seligman, 1993] Wilson and Linville used the reasoning
above to develop just such an intervention, which improved the grades of college
students. A group of college students were told that their grades would tend to
improve over the course of their college career. This encouraged them to
attribute initial failures and disappointments to unstable causes. In comparison
to the control group, which was not given this intervention, the grades of the
experimental group did, in fact, improve. [Wilson & Linville, 1985]
There are many techniques that are recommended to either treat an
existing helplessness response or to lessen the likelihood of a helplessness
response in a normal subject. The relevant question here, then, is whether these
techniques will also alleviate mathematics anxiety.
Gentile and Monaco created a list of strategies to prevent helplessness
responses in mathematics students. Many of their preventative methods deal
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9
with attributional style and frustration tolerance. Even early in a student’s
“mathematics career” it is useful to provide him or her with attributions involving
effort, persistence and strategy. Students should be made to understand that
certain mathematical concepts are difficult but can be mastered with adequate
effort and the correct strategy. Attributions that emphasize inherent ability and
aptitude should be avoided. [Gentile & Monaco, 1986]
Previous work should be reviewed and students should be shown how it
leads to the concepts that are currently being studied. Students should then be
given some early success experiences to help then fit the new concepts into their
cognitive schemata. [Gentile & Monaco, 1986]
It is also important to de-emphasize the dichotomy between success and
failure. First of all, the students’ work should be evaluated, with good thinking
and partially correct work noted. Problems should not merely be graded as right
or wrong. In addition, students should be required to correct their errors allowing
them to learn to do the problems correctly and giving them an eventual
successful outcome for their effort. Explanation of errors should give the
students a sense that they have some control over the outcomes of their exams,
instead of success and failure seeming to be random. [Gentile & Monaco, 1986]
Another way to circumvent a helplessness response is to provide the
subject with experiences in which he or she can control the outcome. This
process is sometimes known as “immunization.” This is equivalent to exposing
the dogs in the shuttle box experiments to escapable shocks before treating them
with inescapable shocks. In cases where animals were initially exposed to
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10
escapable shocks, the helplessness effect was virtually eliminated. [Peterson,
Maier & Seligman, 1993] Methods for treating a helplessness response are
similar to the methods for preventing such a response.
Depression and helplessness are most likely to occur and will be most
severe whenever:
(a) The perceived probability of a positive outcome is very low or the
perceived probability of an adverse outcome is very high.
(b) The outcome in question is either highly adverse or highly desirable.
(c) The subject suspects that the outcome is uncontrollable, or...
(d) The subject attributes the uncontrollability to global, stable and internal
factors. [Abramson, Seligman & Teasdale, 1978, pp. 68-70]
These four areas suggest methods for treating a helplessness response.
If the perceived probability of an adverse outcome is very high or the
perceived probability of a positive outcome is very low, one can attempt to
change the subject’s perception of the probabilities of these events. This can be
accomplished by manipulating the environment to remove adverse outcomes or
provide for desirable outcomes. If it is possible, the actual probabilities of the
outcomes can be altered. If the outcome in question is either highly adverse or
highly desirable, the subject’s perceptions can again be modified. In this case
the adverse outcome can be made to seem less adverse, while the very
desirable outcome can be made to seem less desirable.
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11
These things can be accomplished through helping the subject reevaluate
unattainable goals and encouraging him or her to replace them with realistic
and/or attainable alternatives. [Abramson, Seligman & Teasdale, 1978]
In the event that the subject perceives an outcome to be beyond his or her
control, this perception can be changed. If a successful response is not yet
within the person’s ability, the necessary skills can be learned. Otherwise, the
subject’s erroneous belief that his or her responses will fail must be modified.
One means to this end is to provide for the performance of relevant and
successful responses from the subject. This is equivalent to repeatedly dragging
the dog in the shuttle box across the barrier until it learns that the shock is in fact
avoidable. After this therapy is repeated 30 or 40 times, the dog begins to
respond on its own. [Peterson, Maier & Seligman, 1993]
Changing the subject’s attribution of past failures from a lack of ability to a
lack of effort can also increase a subject’s expectation of controllability. This has
been shown to lead to more successful responses. This is generally referred to
as “attributional retraining.” Attributional retraining also forms the basis for
treatment in the situation in which a subject has attributed uncontrollability to a
global, stable and internal factor. If this attribution can be replaced with an
attribution to a specific, unstable and external factor, the subject should become
less likely to exhibit a helplessness response and more likely to show reactance.
[Abramson, Seligman & Teasdale, 1978] Most of the available studies involving
academic applications have used some form of attributional retraining. As
mentioned above, Wilson and Linville showed that changing attributions from
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12
stable to unstable led to increased academic performance among college
students. Other studies have worked with changing the “lack of ability” attribution
to an attribution of “lack of effort”, also a shift from stable to unstable. Evidence
also exists that a change in attribution from an internal factor to an external one
has led to an alleviation of a helplessness response. [Wilson & Linville, 1982]
Part 2 - Mathematics Anxiety
Unlike "learned helplessness" which is clearly defined and carefully
researched, Mathematics Anxiety lacks even a universally accepted definition
[Reyes, 1984, p. 563]. In order to better understand what is involved with
mathematics anxiety, we will begin our discussion with a look at the general
concept of anxiety as viewed by psychologists.
The notion of “anxiety” as a psychological construct dates back at least as
far as Freud, who characterized it by motor innervations or discharges, a
consciousness of these and feelings of “unpleasure.” An essential part of
Freud’s understanding of anxiety was that, because it is unpleasant, anxiety is
likely to be repressed or internalized and reside mainly in the unconscious. Once
there, the effects of the anxiety become masked or distorted, making the source
difficult to discern. Because, in Freud’s view, anxiety can be unconscious,
subjects cannot report their anxiety in a meaningful way, nor can it be readily
observed. [Evans, 2000]
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13
After the Second World War, the philosophy of the psychology community
shifted in part to make psychological work more scientific. So that data could be
more readily collected, anxiety was assumed to be an observable phenomenon
and as something that subjects could reliably report. Thus, “anxiety” came to be
understood merely as manifest or expressed anxiety. If a subject did not report
anxiety, it was assumed there was none. Freud’s ideas fell into disuse. [Evans,
2000]
As this reinterpretation of anxiety continued, psychologists began to
question whether to view anxiety as a constant personality trait or as a response
to stimulus. Spielberger (1970, 1972) attempted to answer this question when
he defined anxiety as “a palpable, but transitory, emotional state or condition
characterized by feelings of tension and apprehension and heightened
autonomic nervous system activity.” Although this has some similarity to Freud’s
definition it is important to note that Spielberger’s ideas, like other late 20th
century work, view anxiety purely as a manifest phenomenon. [Evans, 2000] In
Spielberger’s work, two types of anxiety are discussed. The first, the “A-state” or
state anxiety is defined as the “unpleasant emotional state or condition which is
characterized by activation or arousal of the autonomic nervous system.” State
anxiety occurs specifically when an individual is confronted with an experience
that he or she finds threatening or stressful. The second type, trait anxiety, or the
A-trait, can be described as a propensity toward experiencing state anxiety.
Thus, an individual with a high level of trait anxiety will tend to experience the A-
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14
state more severely and more frequently that an individual who is less trait
anxious. [Reyes, 1984].
The term “anxiety” has numerous definitions in the psychological literature.
In many expositions, “anxiety” is distinguished from “fear” even though these
terms are used interchangeably in other contexts. In some expositions, fear is
the intellectual process of assessing something and recognizing or believing that
it is a threat. Anxiety is the emotional and physiological response to
encountering that, which is feared. Aaron Beck writes: “A person with a fear of
small animals perceives these animals to be dangerous. However, he does not
experience anxiety until he finds himself exposed to a small animal or imagines
himself in such a situation.” [Beck, Emery & Greenberg, 1985, p. 9] Notice that
in both these definitions the primary definition of anxiety refers to an immediate
response to stimulus. Other expositions invert these notions of fear and anxiety.
In Learned Helplessness. A Theory for the Age of Personal Control, by Peterson,
Maier and Seligman, fear is described as a set of reactions, emotional,
physiological and behavioral, triggered by explicit signals that danger is present.
Anxiety, on the other hand, involves similar emotional, physiological and
behavioral reactions, but without an overt or clearly definable stimulus. Under
these definitions, the intensity of the reactions evoked by anxiety are not justified
by the perceived cause of the anxiety. [Peterson, Maier & Seligman, 1993, p. 70]
Anxiety or state anxiety provokes a number of reactions, both behavioral
and physiological. The immediate physiological reactions can include sweating,
trembling, muscle tension, increased heart rate and other symptoms and will
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15
cause an individual to cope with the perceived threat through various possible
methods. These methods include, but are not limited to, inaction,
combativeness, repression and rationalization. Some of these responses will
improve an individual’s performance but, more often, a response to the A-state
will cause a person’s performance to decrease and may even have a negative
impact on the individual. Anxiety that leads to a positive outcome such as
increased performance is called “facilitative” while, if the consequences are
negative the anxiety is said to be “debilitative.” [Reyes, 1984].
The most commonly accepted definition of mathematics anxiety,
introduced by Richardson and Suinn in 1972 draws on these notions.
“Mathematics Anxiety,” they say, “involves feelings of tension and anxiety that
interfere with the manipulation of numbers and the solving of mathematical
problems in a wide variety of ordinary life and academic situations." Another
widely accepted definition, by Byrd (1982), includes both facilitative and
debilitative anxiety occurring in any situation in which mathematics is
encountered. Both of these definitions view mathematics anxiety as a form of
state anxiety experienced in mathematical situations. Other researchers view
mathematics anxiety merely as a lack of confidence in one’s ability to learn
mathematics. [Reyes, 1984, p. 565]. Some even take a broader view. In her
book Defeating Math Anxiety. Anita Kitchens writes, “Any feeling that prevents
you from learning mathematics in a natural way as you did as a young child, or
from performing in a way that demonstrates what you have learned, is math
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16
anxiety.” [Kitchens, 1995, P. 7] This interpretation, one could argue, could
include the entire range of affective variables.
People suffering from mathematics anxiety typically recall their initial
realization that they were having difficulty with mathematics as feeling like
"sudden death." This reaction has been documented at all levels of mathematics
education from elementary to graduate school. It is generally coupled with a
feeling that some new concept or operation is completely incomprehensible.
Many have described it as a curtain being drawn or running into an impassible
wall. The feeling is described as "instant and frightening."
This sudden onset is thought to stem from students' tendency to resort to
learning by rote when faced with difficult concepts. They will try to memorize all
the information that they need to get by without trying to understand the
underlying concepts. This causes a latency period in mathematics anxiety during
which, because grades are not at first affected, neither the student nor the
teacher realizes that there is a problem with the student's understanding of the
material. When the pattern of reiterated failure inevitably occurs, it is sudden and
dramatic. No one is aware that the difficulty may have been building for years.
[Tobias, 1992]
It is possible that, prior to the "sudden and dramatic” realization above, a
student’s initial response to these repeated failures will be to become over­
anxious and try harder to comprehend or memorize the formulas the student
feels will help him or her to regain control. The student’s anxiety becomes
debilitative, actually exacerbating the problem and diminishing the student’s
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17
ability to get back on track. The more anxious the student becomes, the harder
he or she tries. The harder he or she tries, the worse the student is able to do.
The worse the student is able to do, the more anxious he or she becomes. Thus
a "vicious cycle" is set into motion. This is an example of the Yerkes-Dodson
law, which states that increased motivation is actually detrimental to performance
in more complex tasks. The greater the complexity of the task, the lower the
degree of motivation that leads to optimal performance. [Skemp, 1987]
These repeated failures then cause further exposures to tasks related to
these concepts to become highly charged with emotion. We then have a
situation in which it is previous experience, rather than the task at hand, that is
the strongest determining factor in the student's success or failure. People
exposed to repeated failure "find that there is a great deal of inertia in even
attempting a problem." [Buxton, 1991, p. 115]
There have been several attempts to build a cohesive theory of
mathematics anxiety. Laurie Buxton built a model around what he calls “math
panic.” Buxton considered the interaction of reason and emotion. In a situation
in which a subject feels a threat of impending failure, such a strong negative
emotional response is evoked that the person is incapable of reasoning
effectively, shutting off all reasonable thought about the problem. [Buxton, 1991]
Another model, developed by Byrd (1982), took more of a case study approach.
It was built from interviews with six college students who showed signs of
mathematics anxiety. These students experienced anxiety in a variety of settings
and in virtually every setting it was debilitating. This anxiety caused these
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18
students to avoid courses, majors, jobs, careers and colleges with stringent
mathematics requirements. In both of these models we again see mathematics
anxiety viewed as a form of state anxiety. [Reyes, 1984] Joseph and Nancy
Martinez, in their book Math Without Fear cast a wider net. Mathematics anxiety
“is not a discrete condition.” they write, it is a complex construct. It seldom has a
single cause or a single effect. They continue, “It has multiple causes and
multiple effects, interacting in a tangle that defies simple diagnosis and simplistic
remedies. [Martinez & Martinez, 1996, p. 2]
One factor that is consistent is the belief that there is a relationship
between mathematics anxiety and mathematical achievement. Studies have
found a consistent negative correlation between these two factors with low
anxiety linked to high achievement, although a cause and effect relationship has
not been demonstrated. [Reyes, 1984]
Further confounding the issue, a number of weaknesses have been
pointed out regarding these studies. Jeff Evans points out one of the most
significant in his book Adults' Mathematical Thinking and Emotions. Evans
looked at the two most commonly used measures of mathematics anxiety, the
Mathematics Anxiety Scale (MAS) (Fennema and Sherman, 1976) and the
Mathematics Anxiety Rating Scale (MARS) (Richardson and Suinn, 1972). In a
review of the items on each inventory, he found that in both cases mathematics
anxiety was viewed as debilitating and that the mathematics anxiety measured
was assumed to be a form of chronic or trait-anxiety. [Evans, 2000]
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Thus, even putting aside competing definitions, there are a number of
reasonable concerns with the notion of anxiety in general and mathematics
anxiety in particular. One is that modern conception of anxiety disregards the
effects of anxiety in the subconscious, although these may be relevant. Another
is that, when a model of mathematics anxiety is specific enough to be potentially
useful, that model views mathematics anxiety as a form of state anxiety, while
the instruments we use to study mathematics anxiety view it as a form of trait
anxiety limiting the scope and the usefulness of the studies. [Evans, 2000]
Clearly, better models are called for.
Part 3 - Known Links and Some Speculations
Even in the early animal experiments that formed the basis of learned
helplessness theory there was evidence of a relationship between the notions of
fear and anxiety on the one hand and the notion of learned helplessness on the
other. In studying animals that were exposed to uncontrollable stressors, such
as the inescapable shocks that were part of the shuttle box experiments, it was
observed that these stressors cause fear in the animals. These generated more
fear, in general, than controllable stressors and following the exposure to the
uncontrollable stressors, the animals showed signs of anxiety for an additional 48
to 72 hours. [Peterson, Maier & Seligman, 1993]
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20
There are experiments that indicate that increased levels of fear and
anxiety at the time of the exposure to the inescapable shock are necessary to
cause a helplessness effect. Tranquilizers such as diazepam, which reduce
feelings of fear and anxiety, have been administered to rats prior to their
exposure to inescapable shock. In these rats, the subsequent deficits in shuttle
box learning were eliminated and no helplessness effect was observed.
[Peterson, Maier & Seligman, 1993]
Observations done at the time of the shuttle box testing readily
demonstrated that both fear and helplessness responses could be measured in
the same animals and that the two seemed to coincide. In order to determine if
the learning deficits attributed to helplessness theory were actually the effects of
fear and anxiety, a number of rats were exposed to either inescapable shock or
no shock at all. Twenty-four hours later these same rats were tested in a
standard shuttle box environment. Before the shuttle box tests, the rats were
injected with diazepam, naltrexone or a control substance. The researchers
observed the rats for the presence and intensity of behavior associated with fear
and anxiety. Diazepam eliminated the fear experienced by the rats when the
shock occurred, but the subsequent helplessness effect was unaffected.
Naltrexone was already known to alleviate the helplessness response. In this
study the rats injected with naltrexone experienced a greater level of fear and
anxiety yet the helplessness effect was still eliminated and these rats learned at
the same rate as those that did not receive the inescapable shock. Thus,
although uncontrollable stressors produce high levels of fear and anxiety, it
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21
appears that the level of fear and anxiety at the time of the shuttle box testing
does not cause the helplessness effect. [Peterson, Maier & Seligman, 1993]
Let us now turn our attention to mathematics anxiety. Consider the
prevalent views of mathematics in the population. Many parents and teachers
often treat mathematics as something difficult and mysterious. These people
present mathematics as something painful and worthy of fear while showing that
they fear it themselves. Mathematics is also presented as being very important
for success in later life, but something only within the grasp of the very bright.
[Tobias, 1992, pp. 52-53] In addition, an inability to do mathematics is treated as
a normal state of affairs and nothing to be ashamed of. People will readily
discuss their inability to do mathematics problems, while no one will freely admit
to being unable to read. [Zaslavsky 1994, p. 5] Although these attitudes are cited
as causes of mathematics anxiety, they also coincide with the conditions that
make a helplessness response more likely or more severe. We can speculate
that the emphasis on the importance of mathematics to success in later life
would, to the student struggling with mathematics, make an adverse outcome
seem to be very likely. Abramson lists this among the things that increase the
likelihood and severity of a helplessness response. [Abramson, Seligman &
Teasdale, 1978, pp. 68-70] The beliefs that only the very bright can do
mathematics and that it is normal for people to have difficulties in mathematics
perpetuate the notion that some people can learn mathematics and others
cannot. This encourages those who have trouble in mathematics to attribute
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22
their failure to a lack of ability, the internal and stable cause that makes a
helplessness response most severe.
Within this context, then, consider the impact of constant failures on a
student trying to learn mathematics. Suppose that student worked a problem
incorrectly, and the reason that the work was incorrect was not explained, or
explained in a way he or she did not understand. To the student, the adverse
event, getting a bad grade or losing points because of an incorrect answer would
be non-contingent on whatever effort the student put into the problem or into
studying. Consider the impact of seemingly getting problems wrong or right at
random. It is reasonable to expect that this apparent lack of control on the part of
the student could manifest itself as a helplessness response. Like the dog or the
rat that is exposed to inescapable shocks, the student may stop trying because
whatever he tries seems to have no effect on the eventual outcome.
Experiments in learned helplessness have shown that exposure to
unsolvable problems leads to a decreased performance on subsequent tasks.
Extrapolating this situation to math students, exposing a student to a question
beyond his or her ability could well trigger a helplessness response and thus the
ordering of questions on an exam should have a meaningful impact on student
test performance. Towle and Merrill (1972) found this was the case on a test
consisting of mathematical items. In their study, students who were given a test
on which the items were ordered from difficult to easy scored significantly worse
than those who took exams on which the ordering of the questions was either
random or from easy to difficult. [Spies-Wood, 1980] Richard Skemp, in his
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23
book, The Psychology of Learning Mathematics, attributes the same effect to
anxiety:
...a good teacher can, by initially asking questions that the learner can
answer, reduce anxiety and build up confidence, and thereby improve
performance: a bad teacher can reduce an averagely intelligent pupil to tongue-
tied incompetence. [Skemp, 1987, p. 94]
The genesis of much of the ongoing research into mathematics anxiety
was actually a study of “math avoidance” especially by females. In 1974, Lucy
Sells circulated a report on the mathematical preparation of entering freshmen at
the University of California, Berkeley. The study showed that 57 percent of the
male students in the freshman class had completed four years of high school
mathematics. Only eight percent of the female students had a comparable math
background. Two years later, Sheila Tobias began to popularize the concept of
mathematics anxiety to partially explain this math avoidance and other gender
differences in mathematics. Her work on math anxiety formed the basis for a
number of “math clinics” and other interventions aimed at attracting more women
into mathematical fields. [Tobias & Weissbrod, 1980, p. 64] Tobias’ work had an
immediate impact. For the first time, educators began looking at mathematics
anxiety as a psychological state that could explain these differences rather than
focusing on skills deficits. It was quickly shown that native ability was not the
underlying cause of the gender differences in math avoidance and performance.
Unfortunately, mathematics anxiety also fails to explain these gender
differences. Although women have been shown to display, or at least report,
significantly higher levels of mathematics anxiety, these do not explain gender
differences in mathematical performance or math avoidance. In fact, at least
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among high school students, these “anxiety effects” have been shown to
manifest themselves more strongly in male students. Possible explanations for
this apparent contradiction include a greater willingness on the part of girls and
women to admit to feelings of anxiety and the possibility that women are more
capable of coping with feelings of anxiety than are men. [Hembree, 1990]
Early in the study of these gender differences it was established that it
was persistence rather than ability that accounted for the gender differences in
mathematics performance. Numerous studies in the late seventies showed that
there is no biological explanation for these differences in mathematical
performance. At the same time, other factors were shown to be linked to gender.
Prominent among these were expectations of success and attributional style. In
general, women and girls were shown to be more likely to attribute failure in
mathematics to a lack of intelligence, while men and boys tend to attribute such
failures to a lack of effort. [Tobias & Weissbrod, 1980]
Notice that this would be consistent if it were a helplessness effect rather
than mathematics anxiety that was at the root of these gender differences. Thus,
even if levels of mathematics anxiety were equal, men and women would have
very different ways of responding to them. Since women tend to attribute failure
to ability, they are, as we have seen, much more likely to exhibit a helplessness
response. [Dweck & Licht, 1980] They would tend to give up and avoid working
at and studying mathematics because they believe that whatever effort they
invest in the process will have little effect on the eventual outcome. Men on the
other hand, tend to attribute failures in mathematics to a lack of effort. This tends
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25
to make them less likely to exhibit a helplessness response and more likely to
experience reactance, leading to the increased effort and the greater persistence
identified by researchers as being responsible for the greater mathematical
performance of men.
The mathematics anxiety explanation for math avoidance follows a similar
vein. Although it has never been put forth as a single and unique explanation for
math avoidance, many researchers believe that, for some people, previous
experiences with mathematics could be severe enough and unpleasant enough
to effect their decisions regarding academic programs and career goals. The
general relationship is that, to avoid the unpleasant feelings of mathematics
anxiety, some students will stop studying mathematics. [Tobias & Weissbrod,
1980] Again this could be consistent with a helplessness response as those
earlier unpleasant experiences could be such that they convince a person that
their successes and failures in mathematics are not contingent on their actions.
In this case the person in question would avoid mathematics due to a
helplessness response.
Much has been made in recent years about the differences in the
mathematical achievements of Asian children and American children. When we
look at the attributional styles of these two groups, we see the same thing that we
saw in the comparison of American men and women. When asked why some
students don’t do as well in mathematics as others, American children point to a
lack of ability, while Asian children appeal to a lack of effort. [Tobias, 1992] As is
the case when comparing the mathematical achievement of men and women, it
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26
is reasonable to suspect that helplessness theory can help to explain these
differences. Although the information is not readily available, it would be
interesting to discover if there is a corresponding difference between the
mathematics anxiety scores of these two groups.
Ann B. Oaks, at the 1989 National Conference on Women in Mathematics
and the Sciences proposed that there is a cognitive dimension to mathematics
anxiety and, in a number of ways, makes statements that support the view that
much of what is attributed to mathematics anxiety is explainable as a
helplessness response.
In her view, the root cause of mathematics anxiety lies in the resistance
that some students have toward gaining a conceptual understanding of
mathematics. These students do not look at mathematics as a cohesive
discipline unto itself, they view it as a meaningless set of procedures for
transforming one set of symbols into another. Their main goal in the
mathematics classroom is to learn how to perform these manipulations easily.
They do not see the usefulness of reasoning and creativity in mathematics and
so, they are unable to generalize what they have learned to even slightly different
circumstances and their verification skills are lacking. In this view, working hard
to learn mathematics consists merely of trying to memorize algorithms. Since
very few people are capable of retaining such a large amount of information
without putting it into some meaningful framework, these students fail repeatedly.
Since their failure follows hard work, they conclude that the failures are a result of
a lack of ability or mathematics anxiety itself. Indeed, many of the students
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interviewed by Oaks claimed that math anxiety was the primary factor preventing
them from being successful at mathematics. This caused them to avoid
mathematics, rather than to work at it. [Oaks, 1989] As she puts it:
Lefcourt (1982) explained that anxiety is produced by a
combination of two factors: negative results coupled with a lack of control
over the situation. The students in our study have learned that in the
mathematics classroom they are likely to fail, and they know from
experience that there is nothing they can do to keep this from happening.
Therefore, they experience the anxiety normal for an individual in this
situation.
In addition, because they have worked hard and have not
experienced success, these students are forced to shift their
understanding of what causes success for them away from controllable
factors (such as effort and getting outside help) to uncontrollable factors
such as ability and (as they view it) math anxiety. [Oaks, 1989, p. 198]
As before, consider Oaks’ views on mathematics anxiety through the lens
of helplessness theory. At the core of her view of mathematics anxiety is a
fundamental lack of understanding on the part of the students. Since the
students are focused on naive symbol manipulations, they will have little
understanding why, for example, 2(x + y) = 2x + 2y, but (x + yf * x2+ y2since
these appear very similar when viewed purely as operations on symbols without
the context that understanding the meanings of the symbols brings. Without this
understanding and even an aversion on the part of the students to gain a
conceptual understanding of the underlying mathematics, the students will be
incapable of understanding any explanation that their teacher might give them as
to why certain answers are correct and others are incorrect. The students’
successes and failures would then seem to be arbitrary and uncontrollable to the
students, which is the sort of experience that leads to a helplessness response.
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Furthermore, as Oaks points out, the continued failures of these students,
especially subsequent to what they consider to be hard work, causes them to
change their attributions of failure from lack of effort and other controllable factors
to uncontrollable factors such as a lack of intelligence or ability. Those who
attribute failure to such stable and internal factors are the most likely to
experience a helplessness effect. That these students subsequently stop
working at mathematics could be evidence of a helplessness effect taking place.
Finally, many of Oaks’ students blamed their lack of success in
mathematics on mathematics anxiety itself. This rational may be more
comfortable to the students’ self-image than attributing their failures to a lack of
intelligence, but it is still an internal and stable attribution which would have the
same effect as these other attributions toward bringing about a helplessness
response. [Oaks, 1989]
We can also see evidence of the possible usefulness of helplessness
theory when we examine some of the interventions that have been used to
alleviate mathematics anxiety.
Oaks states that, in her view, interventions that try only to alleviate anxiety
are unlikely to have an effect on a student’s long-term problems with
mathematics. In her course, she attempts to increase her students
understanding by having them work both alone and in groups in a non­
threatening atmosphere. The students share their discoveries with each other
and write papers describing their reasoning and thoughts as they tried to solve
certain problems. It is possible for her students to earn an “A” on these papers
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29
without ever generating the correct answers. The results are said to be
encouraging, with the students gaining a new sense of control over the
mathematics they do. [Oaks, 1989] Oaks appears to be attempting to shift
attributions from a lack of ability to a lack of effort and lessening the dichotomy
between success and failure for the students. Both of these techniques have
been shown to alleviate helplessness responses.
At American University, Weissbrod and Adams attempted an intervention
that provided students with positive mathematical experiences. Groups made up
their own syllabi and engaged in group work in which each member of the group
selected two problems, one that the student could do and one that he or she
could not. These problems then formed the basis of the group work. [Tobias
and Weissbrod, 1980] In allowing the students to work on problems they were
capable of solving, Weissbrod and Adams provided each group with the sort of
success experience that is known to “immunize” against a helplessness effect.
Aurelia Skiba, a high school mathematics teacher wrote about her
approach to working with math anxious students in the March 1990 issue of the
Mathematics Teacher. Again, large portions of her technique could actually be
aimed at alleviating a helplessness effect. When she states, “If I start with easy
problems and praise each step that is correct, I find that the students can
accomplish significantly more than [their] memories would suggest”, she is giving
the students early success experiences and “immunizing” them against a
helplessness response.
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Furthermore, when these students practice techniques, they do so with a
teacher’s guidance throughout. Corrections are made throughout the process
and so end with a high rate of success. Not only would this continue the
“immunization” process but also, it seems that this would lessen the dichotomy
between success and failure, further alleviating a helplessness response.
Finally, appealing to the example regarding the Asian and American
children, Skiba places heavy emphasis on the importance of effort in learning
mathematics. “I try to instill this concept of the ‘virtue of effort’ in my students."
She writes, “Once they believe they are working hard and trying their best, they
succeed.” [Skiba, 1990] Again we see a technique, attributional retraining,
recognized in alleviating helplessness responses applied to treat mathematics
anxiety.
Gentile and Monaco (1986) may have been the first to actually propose
that there is a link between mathematics anxiety and learned helplessness. They
write:
Given the large number of people who show signs of math anxiety,
it seems to us to be worth exploring their causal explanations of their own
difficulties. However, if learned helplessness is to be a reasonable
account of how they might have acquired their math anxiety, there needed
to be, in our view, at least one objective demonstration that the learned
helplessness manipulation produces a mathematics performance deficit
as well as producing certain varieties of attributions. [Gentile & Monaco,
1986, p. 166]
They were able to show exactly this. In their experiment, sixty-four high school
students were given a set of multiplication problems to solve and were given
failure feedback. These students subsequently showed a helplessness deficit in
a parallel set of multiplication problems as well as on a set of pattern recognition
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31
problems of the form “25 is to 5 as is to 8.” Thus, helplessness effects
were shown to occur in a mathematical context. Furthermore, the attributions
made by these students were similar to those in other research. In this case,
girls were more likely to attribute their failures to internal factors such as lack of
ability or effort while boys were likely to blame their failures on external factors
like problem difficulty or clarity. Interestingly, there was not a corresponding
difference in the magnitude of the helplessness effect, the performance of the
boys and the girls were depressed an equal amount. [Gentile and Monaco, 1986]
Gentile and Monaco did not try to measure or quantify the mathematics anxiety
of these students.
There is ample evidence, anecdotal and otherwise, to suggest interaction
between the concepts of mathematics anxiety and learned helplessness.
Notions from helplessness theory appear relevant and continue to further
illuminate the study of mathematics anxiety both in theory and in practice. The
study that is the basis of this paper further investigates this relationship.
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■ Chapter III - The Study
The purpose of this study was to investigate the relationship between
Mathematics Anxiety and Learned Helplessness. This was done in two parts.
The first phase of this project was a correlational study in which a large sample of
students was partitioned by attributional style to indicate the students’ propensity
toward learned helplessness. The mean mathematics anxiety scores of these
attributional styles were then examined to determine if the known differences in
helplessness responses corresponded to differences in mathematics anxiety
scores. The second phase was an interventional study. A smaller group of
students was exposed to an intervention consisting of several methods known to
lessen helplessness responses. After the students were exposed to the
intervention, they were again given questionnaires to discover if there was a
corresponding decrease in their mathematics anxiety scores.
Nine mathematics classes taught at the University of Miami were chosen
to participate in the correlational part of the study. These classes were selected
to give a cross section of the freshmen and developmental level mathematics
courses offered at the university. The students in these classes who were
eighteen years of age or older were asked to participate in the study by
32
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33
completing both the Phobos Inventory, which measures levels of Mathematics
Anxiety, and the Mathematics Attribution Scale, which measures students’
attributions regarding success and failure in mathematics. In all, 193 students
agreed to complete the questionnaires and returned usable information. Table 1
shows the courses the respondents were recruited from and indicates the
number of respondents participating from each course.
Table 1 - Participants in correlational study by course
Course Number of Respondents
MTH 099 - Intermediate Algebra 30
MTH 101 - Algebra for College Students 19
MTH 103 - Finite Mathematics 43
MTH 107 - Precalculus I 45
MTH 108 - Precalculus II 26
MTH 1 1 1 - Calculus I 30
TOTAL 193
Several responses were deemed unusable because the information returned was
incomplete or illegible or because the respondent was under the age of eighteen.
Recall that it has been shown that there is a relationship between the
attributions a person makes regarding failure and his or her susceptibility to
learned helplessness. [Dor-Shav & Mikulincer, 1992] The researcher used this
knowledge to investigate the link between learned helplessness and
mathematics anxiety. There are three dimensions to causal attribution: locus,
stability and globality. The locus dimension determines if the person will attribute
failure to internal or external causes. Stability is concerned with whether the
causes will remain steady over time, and globality with whether the causes will
remain the same over many situations. Specifically, if someone attributes failure
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to an internal and stable cause, such as a lack of ability, that person expects
failure to recur and helplessness results. If the perceived cause is internal and
unstable, such as a lack of effort, the subject tends to have an optimistic attitude
leading to reactance, an increase in performance on subsequent tasks. The
notion of globality is less useful here, since the study only relates to a single
topic, mathematics. The different attributional styles and their propensity toward
learned helplessness are summarized in table 2. [Dor-Shav & Mikulincer, 1992]
Table 2 - Typical attributions, Locus of Control and susceptibility to Learned
Helplessness:
Category A1 (F-EF) Category A4 (F-A)
Internal Interpersistent Subjects Intrapunative Subjects
“Lack of Effort” “Lack of Ability”
Locus High Reactance High Helplessness
Category A2 (F-EN) Category A3, (F-T)
External Extrapersistent Subjects Extrapunative Subjects
“Bad Luck” “Task Difficulty”
Low Reactance Low Helplessness
Unstable Stable
Stability
The attributional style of each of the 193 respondents was established
using the Mathematics Attribution Scale. The MAS generates eight scores
indicating how likely a subject is to attribute success and failure to four
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35
attributions based on locus and stability. Thus there are scores indicating how
likely it is that a subject will attribute failure to effort (F-EF), environmental factors
(F-EN), task difficulty (F-T) and innate ability (F-A). Similar scores are generated
for success attributions. The largest of the four failure scores was used to
determine in which of 4 categories a respondent was placed. In the event of a
tie, that respondent was not categorized.
Thus, the outcome of this phase of the study was to stratify the sample
into the four categories of attributional styles that indicate a person's propensity
for learned helplessness from low (A1) to high (A4). pAi is defined to be the
mean mathematics anxiety score for attributional style Ai. A hypothesis test with
null hypothesis, “H0: pai = |M(i+i)” and alternative hypothesis
“Ha: pAi = m-a (i+i) is not so” was conducted using an Analysis of Variance
(ANOVA). The Tukey-Kramer paired comparison test was then used to
determine if there was a significant pairwise difference in these means.
It was expected that the mean anxiety score would increase significantly
as the index increases, that is, the working hypothesis of this part of the study
was that pAi < PA2 < PA3 < PA4-
The second or interventional phase of this study attempted to show that
methods known to alleviate learned helplessness will also alleviate mathematics
anxiety.
To this end, four classes taught by the researcher were asked to
participate. These classes consisted of two sections of MTH 103 (Finite
Mathematics) and two sections of MTH 107 (Precalculus I). One section of each
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36
course was included in an experimental group while the other was kept as a
comparison group. The students in these sections were tested at the beginning
of the semester using the Phobos Inventory of Mathematics Anxiety and the
Mathematics Attribution Scale. These scores were also used as part of the
correlational part of this study. The sections making up the experimental group
were exposed to information and activities aimed at preventing or lessening
helplessness responses throughout the semester.
The intervention was based upon two facts: exposure to adverse events
that are perceived as uncontrollable often leads to a helplessness response; and
a helplessness response is most severe when a person attributes failure to
internal and stable causes. The researcher attempted to both prevent and
alleviate helplessness responses.
Attributional retraining is the primary method for alleviating a helplessness
response. Thus, the students in the experimental group were encouraged
throughout the semester to adopt attributions involving effort and strategy, and to
attribute failure to unstable causes rather than stable ones. Several methods
were used to encourage students in the experimental group to adopt attributions
involving effort and strategy. A former student of the researcher made a
presentation to each class in the experimental group emphasizing the importance
of effort and strategy to success in mathematics. He spoke of his own
experiences in taking MTH 107, emphasizing that, although his early grades in
the class were not as high as he would have liked them to be, he was eventually
able to succeed in the class through a combination of hard work and good study
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habits. He then described these habits and reminded the students of the on-
campus resources available to assist them with their mathematics classes. The
classes in the comparison group heard no such presentation. The experimental
group watched the Nova episode “The Proof which chronicles Dr. Andrew Wiles
quest to prove Fermat’s Last Theorem. The discussion following the video
emphasized attributions involving effort, particularly noting how Dr. Wiles solved
what is possibly the most difficult problem in all of mathematics through 7 years
of intense work. The experimental group was also given an extra credit
assignment in which the students were asked to watch and review the film Stand
and Deliver. In the film a high school math teacher inspires underachieving
students to work hard and tap potential they never knew they had. The
comparison group participated in similar activities that did not encourage
attributions toward effort but instead involved attributions of inherent ability.
These activities were built around the short film “N is a Number”, a biography of
Paul Erdos and the feature film A Beautiful Mind. To further emphasize the
importance of effort to learning mathematics, the students in the section of MTH
107 that was a part of the experimental group were provided with several “extra
practice” worksheets to supplement their regular homework assignments. These
worksheets were made available to the students in the comparison section of
MTH 107 but they were not handed out.
Methods for preventing a helplessness response were also employed. To
prevent a helplessness response, one can attempt to lessen the impact of
adverse events and give the student some expectancy of control. Recall that
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38
one factor that makes a helplessness response more likely or more severe is the
dichotomy between success and failure. [Gentile & Monaco, 1986] Thus, this
part of the intervention included giving students in the experimental group extra
credit assignments in which they corrected and explained any errors they had
made on their exams. This activity should make a helplessness response less
likely by lessening the dichotomy of success versus failure with respect to the
exams. The corresponding activity for the comparison group was sets of
additional challenging problems relating to the material on each test. The
experimental group was also told, following their first test that grades usually
improve on the second test. This encouraged them to attribute any failures to
unstable causes. The comparison group was not given this information.
At the end of the semester the students were again tested with the
Phobos Inventory and the Mathematics Attribution Scale. Methods for verifying
changes in paired data were then applied to determine if there was a significant
difference between the pre-experiment and post-experiment Mathematics
Anxiety scores. The working hypothesis of this portion of the study is that the
mathematics anxiety scores of the experimental group should decrease
significantly from the pre-intervention survey to the post intervention survey. The
results of the study are presented in chapter 4.
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■ Chapter IV - Results, Conclusions and
Recommendations
Instruments
Two instruments were used in this study. The Phobos Inventory
(Appendix A) is designed to measure levels of mathematics anxiety. It is a thirty
question Likert style questionnaire that Ronald Ferguson (1986) adapted from
the Mathematics Anxiety Rating Scale (MARS) developed by Richardson and
Suinn (1972). The first ten items on the inventory are designed to measure
numerical or computational anxiety. Items 11 through 20, measure mathematics
test anxiety, while questions 21 through 30 measure abstraction anxiety. Each
item on the inventory describes a situation involving mathematics and the
respondent is asked to indicate how much that item frightens him or her on a
scale ranging from 1 (not at all) to 5 (very much). [Ferguson, 1986] Traditionally,
the responses are totaled to generate a math anxiety score ranging from 30 to
150. Under this scheme, unanswered questions would skew the results toward a
low anxiety result. To allow for an occasional blank or indeterminate response,
the researcher generated three sub-scores by finding the mean of the actual
responses from questions 1 through 10,11 through 20 and 21 through 30
respectively. These sub-scores were then summed, generating math anxiety
39
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40
scores that range from 3 to 15 with each sub-score contributing between 1 and 5
points to the total. This anxiety score will be denoted by a.
The attributional styles of the respondents were determined using the
Mathematics Attribution Scale (Appendix B), developed by Elizabeth Fennema,
Patricia Wolleat and Joan Daniels Pedro (1979). Recall that there are four
attributional styles that are relevant here. Characterized by their standard
attributions, these can be classified as “effort” (A1), “environmental factors” (A2),
“task difficulty” (A3), and “ability” (A4). The MAS is a thirty-six-item Likert style
questionnaire. Nine events involving mathematics are described. After each
event is a list of four possible causes or attribution statements for that event, one
for each of the four relevant attributional styles. The respondents are asked to
determine whether each cause could be an explanation for the associated event.
The possible responses range from “1” meaning “strongly disagree” to “5”
meaning “strongly agree.” Thus, the higher the value, the more strongly the
respondent believes that the attribution statement could describe the cause of
the event in question. Eight of the events are used in the evaluation of the
instrument; the ninth is not scored. Four of these describe successful outcomes
and the other four describe unsuccessful outcomes. The MAS therefore
generates eight scores, four indicate how likely the respondent is to attribute
failure to effort, environmental factors, task difficulty and innate ability, (F-EF, F-
EN, F-T and F-A respectively) while the remaining scores measure the same
attributions for success. [Fennema, Wolleat & Pedro, 1979] As was done in the
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41
case of the Phobos Inventory, the mean of the responses actually received for
the relevant items was used in place of the sum of those responses.
Phase 1: The Correlational part of the study
In the corelational part of the study, the 193 respondents were classified
by their attributional styles with regard to failure. Recall from chapter 2, part 1,
that it was a person’s attributions of and responses to failure that determined his
of her susceptibility to learned helplessness. Each student was categorized
according to his or her maximum failure score. Forty students could not be
categorized because of ties in their largest scores. The results are summarized
in table 3. It is striking that so few students fell into category A2. Further
research should be conducted to determine if this is a statistical abnormality or if
this is a normal characteristic of college students.
Table 3 - Attributional Styles of the respondents in phase 1
Category Largest Failure
Score
from the MAS
Standard
Attribution
#of
Respondents
Mean value
of or
A1 F-EF Effort 58 6.47
A2 F-EN Environment 5 6.86
A3 F-T Task 48 7.04
A4 F-A Ability 42 8.61
The corresponding mean total anxiety score from the Phobos Inventory for each
of these categories is shown in table 3. As predicted in chapter 3, the mean
anxiety score increased with the index. And so we have:
M-A1 < PA2 < PA3 < PA4.
This is shown graphically in figure 1.
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42
Figure 1 - Mean anxiety scores by attributional style
Category
A single factor ANOVA was performed to determine if these increases are
significant. The results of the ANOVA, shown in table 4, show a p value of
.0000075, indicating that there is a statistically significant difference between the
means of at least two of the four categories at a confidence level greater than
99%. As we can see in figure 2, if the means of each category are compared
using a 95% confidence interval, it appears that pAi and pA3 are significantly
smaller than pA4.
Table 4 - ANOVA results
Source of Variation SS df MS F P-vaiue F crit
Between Groups 115.69 3 38.56 9.65 0.0000075 2.67
Within Groups 595.51 149 3.00
Total 711.19 152
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43
Figure 2 - Anxiety score means of A1 through A4 with confidence intervals
Individual 95% CIs For Mean
Based on Pooled StDev
Category
A1
N
58
Mean
6.474
StDev -----
1.866
A2 5 6 . 860 1.784 {---- _- _*____ _.---------- )
A3 48 7 . 042 1.842 (------* - - - )
A4 42 8.612 2 .342 (------* -------)
Pooled StDev = 1.999 6.0 7.2 8.4
This was further investigated using a Tukey-Kramer paired comparison test. As
the results in table 5 indicate, it is indeed the case that pAi and jj,A3are
significantly smaller than pA4. The confidence intervals containing the differences
of the means between A1 and A4 and between A3 and A4 do not contain zero
and therefore the means of the anxiety scores of these categories are
significantly different at a confidence level of at least 95%.
Table 5 - Tukey-Kramer paired comparison test results.
Tukey's pairwise comparisons
Family error rate = 0.0500
Individual error rate = 0.0104
Critical value = 3.67
Intervals for (column level mean) - (row level
mean)
A2
A3
A4
A1 A2 A3
-2.805
2 .032
-1.580 -2.620
0.444 2.256
-3.189 -4.206 -2.666
-1.087 0 .703 -0.474
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44
And so, even though this does not support the entire of the hypothesis that
Pai < pa2 < PA3 < pa4 at a 5% level of significance, it does support the overall
notion that there is a relationship between the phenomena of mathematics
anxiety and learned helplessness. In particular, the attributional style most prone
to a helplessness response displayed levels of anxiety significantly higher than
the group least prone to such a response. The ability attribution may be the most
salient here, as the mean anxiety score for that attribution was significantly
higher than the mean anxiety scores of the effort and task attributions, which
were not significantly different from each other according to these tests. It is
possible that the anxiety score for the ability attribution would be significantly
higher than the environment attribution as well, but it is difficult to infer anything
meaningful about the environmental attribution, because so few respondents fell
into category A2.
Both the ANOVA and the Tukey-Kramer Paired Comparison Test assume
that the data being analyzed is normally distributed with equal variance. [Rice,
1995] Since this is not necessarily the case here, it is prudent to bolster these
findings using some non-parametric methods. A Kruskal-Wallis Test was
performed on the data to determine if there existed a significant difference in the
median anxiety scores of categories A1, A2, A3 and A4. Let j]Ak be the median
anxiety score of attributional style Ak. The difference is indeed significant as we
can see in table 6. With p < 0.05, the median anxiety scores are different at a
confidence level greater than 95%.
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45
Table 6 - Kruskal-Wallis Test Results
Category N Median Ave Rank Z
A1 58 6.500 61 .0 -3 .50
A2 5 7 .000 70 .2 -0 .35
A3 48 7 .050 74 .4 -0.49
A4 42 8.400 102 .9 4 .45
Overall 153 77 .0
H = 22.26 DF = 3 P = 0 .000
H = 22.27 DF = 3 P = 0.000 (adjusted for ties)
As is the case with the ANOVA, this tells us that there is a significant
difference between at least two of the categories, but it does not give us
information as to which of the categories are different. Thus Mann-Whitney
Tests were conducted on pairs of attributional styles. Again, no meaningful
information could be inferred about category A2, since so few respondents fell
into that category. The results regarding the other attributional styles however,
were more definitive than those from the ANOVA and Tukey-Kramer tests. The
relevant results are given in table 7.
Table 7 - Mann-Whitney Test results
Mann-Whitney Test and Cl: A3, A1
A3 N = 48 Median = 7.050
A1 N = 58 Median = 6.500
Point estimate for rjA3 - rjA1 is 0.600
90.0 Percent Cl for rjA3 - r/A1 is (-0.000,1.299)
W = 2837.5
Test of r]A3 = rjA1 vs rjA3 > rjA1 is significant at 0.043 9
The test is significant at 0.0438 (adjusted for ties)
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46
Table 7 (continued) - Mann-Whitney Test results
Mann-Whitney Test and Cl: A4, A3
A4 N = 42 Median = 8.400
A3 N = 48 Median = 7.050
Point estimate for r]Ai - rjA3 is 1.528
90.0 Percent Cl for T]A4: - i]A3 is (0.722,2.300)
W = 2313.0
Test of /7a4 = ?7a3 v s rjAi > rjA3 is significant at 0.0006
The test is significant at 0.0006 (adjusted for ties)
Thus ?7ai < 77A3 is shown with a 5% level of significance. The results for the other
relationship are stronger, and show that tja3 < 77A4 is true at a better than 1% level
of significance. Recall that the hypothesis of this phase of the study was that
Pai < pa2 < pa3 < P-A4- This relationship is true for the medians of the anxiety
scores for every attributional style that was large enough to yield useful results.
It is reasonable to conclude that the Mann-Whitney and Kruskal-Wallis tests give
better information in this situation because they do not assume any underlying
distributions on the data and, the Mann-Whitney allows one-sided tests as well
as two-sided tests. In addition, testing for results with respect to the median
rather than the mean makes the results less sensitive to outliers.
Two-sample t-tests were conducted to determine if this relationship could
be demonstrated with regard to the means of the anxiety scores for each of the
attributional styles using one-tailed tests. The results were similar to the results
from the Mann-Whitney and Kruskal-Wallis tests. Once more, nothing
meaningful could be determined regarding the environmental attribution,
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47
category A2, but the hypothesis was otherwise supported by these tests with
respect to the other attributional styles as is shown in tables 8 and 9.
Table 8 - Results of two-sample t-test assuming unequal variance, A1 vs. A3
A1 A3
Mean 6.47 7.04
Variance 3.48 3.39
Observations 58 48
Hypothesized Mean Difference 0
df 101
tStat -1.57
P(T<=t) one-tail 0.06
t Critical one-tail 1.66
P(T<=t) two-tail 0.12
t Critical two-tail 1.98
Here, using a one-tailed test, since p « 0.06 < 0.10 we can reject the null
hypothesis that pAi = pa3 and accept the alternate hypothesis that ^Ai < pA3 at a
level of significance less than 10%. The result that p,A3 < |aA4 is much stronger
and can be accepted at a better than 1% level of significance.
Table 9 - Results of two-sample t-test assuming unequal variance, A3 vs. A4
A3 A4
Mean 7.04 8.61
Variance 3.39 5.48
Observations 48 42
Hypothesized Mean Difference 0
df 78
tStat -3.5
P(T<=t) one-tail 0.0004
t Critical one-tail 1.66
P(T<=t) two-tail 0.0008
t Critical two-tail 1.99
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48
The hypothesis of phase one of the study is therefore verified up to the limitations
of the data. That is, jmi < pa3 < pa4 at a 10% or better level of significance.
Developing an attributional model for mathematics anxiety
To further explore this relationship; the failure scores from the MAS were
compared to a, the anxiety score from the Phobos Inventory, for all 193
respondents. The main effects plot is shown in figure 3, below. It shows the
mean value of a for each value of the four scores, F-EF, F-EN, F-T and F-A from
the MAS, plotted against that value. Examining this figure, there appears to be
little relationship between the scores F-EF and F-EN and the anxiety scores.
The scores F-T and F-A however, appear to have linear relationship with a, with
the correlation appearing stronger with respect to F-A.
Figure 3 - The Main Effects Plot
F-EF F-EN F-T F-A a v e
2? 10.0
8
'T) 8.5
to
o
■5 7.0
o
-
©
< 4.0
<5.0 1.01.0 4.5 2.0 5.0 1.0
MAS SCORES
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49
The correlation coefficients further support this observation. As is evident
in table 10, the correlation coefficient increases as we progress from the scores
related to the attributional styles associated with reactance to those related to
helplessness. Thus, the more likely an attributional style is to have a
helplessness response, the more closely the related MAS score correlates with
the mathematics anxiety score. The correlation coefficient p .53 between a and
F-A indicates a fairly strong relationship considering the self-reporting nature of
the data at hand.
Table 10 - Correlation Coefficients
MAS Score Correlation coefficient
with anxiety score, a
F-EF 0.028678
F-EN 0.181144
F-T 0.397659
F-A 0.530908
An attempt was made, using linear regressions to find a function that
would model a in terms of F-A, F-T, F-EN and F-EF. The initial attempt, involving
all four of these factors is shown in table 11.
This model is significant at a confidence level of at least 99%, given that
the value of “Significance P « 3.90 x 10 ~9 < 0.01. The value of “Adjusted R2” ^
0.29 is again acceptable given the nature of the data. A better model is possible
however. The large P-values for F-EN and F-EF as well as the small values of
the coefficients of these variables indicate that these factors contribute little to the
model.
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50
Table 11 - Linear regression, or as a function of F-A, F-T, F-EN and F-EF
Regression Statistics
Multiple R 0.550
R Square 0.302
Adj. R Square 0.287
Standard Error 1.815
Observations 193
ANOVA
df SS MS F Significance F
Regression 4 268.13 67.03 20.34 6.15 x 10 ~14
Residual 188 619.62 3.30
Total 192 887.75
Coefficients
Standard
Error tStat P-value
Intercept 2.110 0.895 2.357 0.019
F-A 1.045 0.169 6.179 3.90 x 10 ~9
F-T 0.539 0.271 1.990 0.048
F-EN 0.096 0.218 0.442 0.659
F-EF -0.117 0.151 -0.772 0.441
Other models were tried. The significance of interactions, (factors such as
F-A x F-T) was tested as was the significance of quadratic factors such as (F-A)2.
None of these made a significant contribution to the model. The model based on
just F-A and F-T was the best fit and is shown in table 12.
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51
Table 12 - Linear regression, a as a function of F-A and F-T
Regression Statistics
Multiple R 0.547
R Square 0.299
Adj. R Square 0.292
Standard Error 1.809
Observations 193
ANOVA
df SS MS F Significance F
Regression 2 265.796 132.898 40.599 2.09 x 1 0 ~ 1b
Residual 190 621.951 3.273
Total 192 887.747
Coefficients
Standard
Error tStat P-value
Intercept 1.917 0.776 2.471 0.014
F-A 1.043 0.168 6.190 3.63 x 10 ~9
F-T 0.556 0.255 2.181 0.030
Thus, in addition to the relationships noted above, there is a model
describing a that is based upon the scores for the two attributions, ability and
task difficulty, that lead to a helplessness response. Recall that the other two
attributional styles, effort and environment, lead to reactance rather than
helplessness.
or = 1.917 + 1.043(F-A) + 0.556(F-T) + e
It may be possible to use this model to predict mathematics anxiety.
It is interesting that F-EF, the score for the effort attribution, does not
correlate with the anxiety score and that it contributes little to the model of a in
table 11. One might expect to find a strong negative correlation between F-EF
and a since the effort attribution leads to high reactance rather than
helplessness. That this is not the case is an interesting question warranting
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52
further research. Recall that intrapersistent subjects, who attribute failure to lack
of effort, expect success rather than failure on future tasks. [Dor-Shav &
Mikulincer, 1992] It is therefore possible that their attributions regarding failure
have little effect on their overall attitudes about mathematics and on their level of
mathematics anxiety in particular. Oaks mentions a phenomenon that is another
possible explanation. When students become convinced that they cannot
succeed at mathematics, they avoid working at it. This allows a student to blame
failure on lack of effort, allowing him or her save face. [Oaks, 1989] Oaks
proceeds to quote a student who explains her feelings on the matter.
When I feel myself starting to slip, I put up the books because I
don’t want to slip and I’m scared. It’s easier to put up the books because
then you say, “Well, I didn’t study, and I got this bad grade. But it’s O. K.
because l didn’t study and I didn’t deserve it anyway.”
But that little fear of “I studied; I tried and look at my grade” is scary.
I’m scared that if I do open the book and I do try to study, that I’m not
going to get it and that I’m going to be a failure anyway. You don’t want to
find out that that you’re stupid and you couldn’t handle it.
[Oaks, 1989, pg. 199]
Students in this situation may have inflated F-EF scores, masking a relationship
between a and F-EF that would otherwise be discernable.
Phase 2: The Interventional Part of the Study
In phase 2 of the study students in an experimental group were exposed
to an intervention designed to lessen helplessness responses. There were thirty-
six students in the experimental group and twenty-seven in the comparison group
who responded to both the pre-intervention questionnaire and the post­
intervention questionnaire. Recall that the hypothesis of this phase of the study
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53
was that although the intervention was designed to lessen a helplessness
response, there would be a corresponding decrease in the mathematics anxiety
score, a of the students in the experimental group. There was also a tacit
assumption that the scores of the students in the comparison group would not
change. Neither of these things happened. For the experimental group, there
was no discernable change in a at all, much less a statistically significant one.
There was also no significant change in any of the failure scores from the MAS.
These facts were established using a paired two-sample t-test for means. The
results for the experimental group are summarized in table 13.
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54
Table 13 - Results of the paired, two-sample t-test for means comparing pre and
post intervention values for the experimental group.
Pre anx Postanx Pre F-EF Post F-EF Pre F-EN Post F-EN
Mean 7.53 7.55 3.57 3.60 2.68 2.78
Variance 3.84 4.31 0.74 0.80 0.35 0.38
Observations 36 36 36 36 36 36
Pearson Correlation 0.74 0.55 0.59
Hypothesized Mean Diff. 0 0 0
df 35 35 35
tStat -0.08 -0.17 -1.07
P(T<=t) one-tail 0.47 0.43 0.15
t Critical one-tail 1.69 1.69 1.69
P(T<=t) two-tail 0.94 0.87 0.29
t Critical two-tail 2.03 2.03 2.03
Pre F-T Post F-T Pre F-A Post F-A
Mean 3.63 3.55 3.41 3.42
Variance 0.34 0.40 0.75 0.80
Observations 36 36 36 36
Pearson Correlation 0.62 0.83
Hypothesized Mean Diff. 0 0
df 35 35
tStat 0.81 -0.08
P(T<=t) one-tail 0.21 0.47
t Critical one-tail 1.69 1.69
P(T<=t) two-tail 0.42 0.94
t Critical two-tail 2.03 2.03
Hembree (1990) did an overview of research done on mathematics anxiety and
noted that whole-class interventions were not effective in the treatment of
mathematics anxiety. Phase two of this study may be another example in
support of Hembree’s findings. However, examining the data for the comparison
group, as shown in table 14, gives us another possible explanation.
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55
Table 14 - Results of the paired, two-sample t-test for means comparing pre and
post intervention values for the comparison group
Pre anx Postanx Pre F-EF Post F-EF Pre F-EN Post F-EN
Mean 6.96 7.61 3.17 3.56 2.64 2.68
Variance 3.02 5.93 0.69 0.65 0.42 0.39
Observations 27 27 27 27 27 27
Pearson Correlation 0.73 0.77 0.35
Hypothesized Mean Difference 0 0 0
df 26 26 26
tStat -2.00 -3.63 -0.26
P(T<=t) one-tail 0.03 0.00006 0.40
t Critical one-tail 1.71 1.71 1.71
P(T<=t) two-tail 0.06 0.0012 0.79
t Critical two-tail 2.06 2.06 2.06
Pre F-T Post F-T Pre F-A Post F-A
Mean 3.46 3.69 2.88 3.20
Variance 0.23 0.34 0.57 0.78
Observations 27 27 27 27
Pearson Correlation 0.50 0.68
Hypothesized Mean Difference 0 0
df 26 26
t Stat -2.14 -2.54
P(T<=t) one-tail 0.02 0.01
t Critical one-tail 1.71 1.71
P(T<=t) two-tail 0.04 0.02
t Critical two-tail 2,06 2.06
Notice that there is a statistically significant increase between the pre and post
intervention values of a, F-A, F-T and F-EF. For the one-tailed tests, all these
results are significant at a level of 5% or better. For the two-tailed tests, the
increases in F-A, F-T and F-EF are significant at the 5% level, while the increase
in a is significant at the 10% level. One possible explanation for this is that an
increase in anxiety is normal at the end of a semester. The corresponding
increases in F-A and F-T are consistent with this according to the linear
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regression model given in table 12, and although an increase in F-EF might be
suspected of relating to a decrease in a, the regression models did not support
that fact. Verifying that an increase in mathematics anxiety is normal over the
course of a semester is an obvious subject for further research. If this is indeed
the case, these results would seem to indicate that the intervention was
successful in preventing a normally occurring increase in mathematics anxiety.
Further research should be done to verify this assumption. If such an increase in
mathematics anxiety is normal, it might be fruitful to revisit some of the studies
reviewed by Hembree. Treatments that appeared to be ineffective in treating
mathematics anxiety may have, in actuality had a significant preventative effect.
Conclusions
This study has shown a relationship between mathematics anxiety and
learned helplessness. Separating students into attributional styles showed that,
with the exception of the one style for which there was insufficient data, as the
likelihood of a helplessness response increased, the mean and median
mathematics anxiety score of that group would increase as well. A regression
model was developed that predicted the mathematics anxiety score as a function
of the two attribution scores most closely related to helplessness. It also appears
that an intervention aimed at lessening helplessness responses prevented a
normal increase in mathematics anxiety.
To summarize the findings, in the correlational phase of the study, the
respondents were separated into four attributional styles. Category A1 consisted
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57
of those who tend to attribute failure to lack of effort. Categories A2, A3 and A4
contained the respondents who tend to attribute failure in mathematics to
environmental factors, task difficulty and lack of ability respectively. Attribution
Theory tells us that the likelihood that a respondent would experience a
helplessness response should increase as the index increases. It was therefore
predicted that the mean mathematics anxiety score of each of these categories
would also increase as the index increases. That is,
|M 1 < HA2 < PA3 < M-A4-
This was established up to the limitations of the data. Nothing could be inferred
about category A2, because too few respondents fell into that category. With
that exception there was significant evidence that this relationship exists, and so,
PA1 < PA3 < HA4
was shown with a better than 10% level of significance. This was further
supported by non-parametric methods. This relationship holds true for the
medians of these categories as well as the means. Thus the relationship,
T]A1 < T1A3 < T1A4
was established with a better than 5% level of significance.
It was also shown that the scores generated by the Mathematics
Attribution Scale could be used to model a, the mathematics anxiety score
generated by the Phobos Inventory. The scores most closely related to
helplessness, F-A and F-T, measuring the likelihood that a respondent would
attribute failure in mathematics to lack of ability and task difficulty were the only
scores that had a significant effect on the model and so,
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Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless
Math anxiety and learn helpless

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Math anxiety and learn helpless

  • 1. UNIVERSITY OF MIAMI MATHEMATICS ANXIETY AND LEARNED HELPLESSNESS By Joseph Franke Kolacinski A DOCTORAL TREATISE Submitted to the Faculty of the University of Miami in partial fulfillment of the requirements for the degree of Doctor of Arts Coral Gables, Florida August 2003 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 2. UMI Number: 3096372 Copyright 2003 by Kolacinski, Joseph Franke All rights reserved. ® UMI UMI Microform 3096372 Copyright 2003 by ProQuest Information and Learning Company. All rights reserved. This microform edition is protected against unauthorized copying under Title 17, United States Code. ProQuest Information and Learning Company 300 North Zeeb Road P.O. Box 1346 Ann Arbor, Ml 48106-1346 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 3. ©2003 Joseph Franke Kolacinski All Rights Reserved Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 4. UNIVERSITY OF MIAMI A treatise submitted in partial fulfillment of the requirements for the degree of Doctor of Arts MATHEMATICS ANXIETY AND LEARNED HELPLESSNESS Joseph Franke Kolacinski Approved: Gilbert Cuevas, Ph.D. Professor of Teaching and Learning Co-Chair of the Treatise Committee Marvin V. Mielke, Ph.D. Professor of Mathematics Co-Chair of the Treatise Committee Robert L Kelley, Ph.D. Associate Professor of Mathematics Associate Chair of Mathematics Co-Chair of the Treatise Committee Steven G. Ullmann, Ph.D Dean of the Graduate School Scott Ingold, Ed Associate Dea and Registrar Enrollment Shulim Kaliman, Ph.D Professor of Mathematics Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 5. KOLACINSKI, JOSEPH FRANKS (D.A., Mathematics) Mathematics Anxiety and Learned Helplessness (August 2003) Abstract of a doctoral treatise at the University of Miami. Treatise supervised by Professor Gilbert Cuevas, Professor Marvin Mielke and Professor Robert L. Kelley. No. of pages in text. 85 Two factors that have been shown to interfere with the learning of mathematics are mathematics anxiety and learned helplessness. Mathematics Anxiety is a negative emotional state associated with low mathematical achievement. Learned helplessness is a response to uncontrollable adverse stimulus that leads to motivational and cognitive deficits. This study explores the relationship between these two phenomena. In the first phase of this study, respondents were separated into four attributional styles. Categories A1, A2, A3 and A4 consisted of the respondents who tend to attribute failure in mathematics to lack of effort, environmental factors, task difficulty and lack of ability respectively. Attribution Theory tells us that the likelihood that a respondent would experience a helplessness response increases as the index increases. It was therefore predicted that the mean mathematics anxiety score of each of these categories would also increase as the index increases. This study demonstrated this up to the limitations of the data. Nothing could be inferred about category A2, because too few respondents fell into that category, but otherwise the mean anxiety score of each category showed a statistically significant increase coinciding with the known increased likelihood of a helplessness response. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 6. In the second phase of this study, students were exposed to an intervention consisting of several methods known to alleviate or prevent helplessness responses. Here it was predicted that the mathematics anxiety score, a would decrease significantly between a pre-intervention survey and a post-intervention survey. This did not happen. However, the mean value of a of the comparison group increased significantly between the pre-intervention survey and the post-intervention survey. This may indicate that the intervention prevented a normal increase of mathematics anxiety for the experimental group. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 7. In memory of my mother, Mary Franke Kolacinski iii Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 8. Acknowledgments There were many people who played a roll in the completion of this project. All of them have my thanks whether I mention them explicitly or not. I’d first like to recognize my family and friends for their support and encouragement over the years. Aside from the folks who will be mentioned below, there are many people I’d like to thank here, but I will restrain myself and mention only three; my brother, Richard Gadd, who always steers me in the right direction when I ask him for advice, and two of my closest friends, Jason Foster and Vicki Pearlman. Probably the most difficult part of this process for me personally was completing the paperwork for the Human Studies Committee. I’d like to thank Ken Goodman, Julia Beutler and Linda Belgrave for their assistance with that process. Virtually everyone in the mathematics department was supportive over the years. Professor Subramanian Ramakrishnan helped me to figure out which statistical tests were appropriate to use and gave me some useful insight into how to handle the data. Marta Alpar, Roneet Merkin, Patty Rua and Jay Stine were gracious enough to allow me to collect data in their classes. Marta, Patty, Jim Kell and Leticia Oropesa also helped collect data. All of them have my gratitude. I would particularly like to thank Patty Rua for her assistance and company. Mike Rubino, a former student of mine, assisted by making a presentation to the two classes in the experimental group. Mike is now himself in graduate school and I wish him the best. I count myself fortunate to have worked with each of the members of my committee. Professors Marvin Mielke and Robert Kelley were co-chairs of the iv Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 9. committee, while Professors Shulim Kaliman and Scott Ingold were committee members. Their advice and suggestions uniformly made this a better project. The two people who probably heard the most about this project over the years are also two of my best friends, Elvira Loredo and John Beam. Both of them were great sounding boards, made solid suggestions and were extremely helpful. My most profound thanks go to the third co-chair of my treatise committee, Professor Gilbert Cuevas. Dr. Cuevas always made himself available and taught me a great deal as this project progressed. He was supportive of the decisions I made, wise in his council and very patient. It due to his assistance that this treatise has turned out as well as it has. v Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 10. Contents 1. Introduction 1 2. Review of Relevant Literature Part 1 - Learned Helplessness 3 Treatment of Learned Helplessness 8 Part 2 - Mathematics Anxiety 12 Part 3 - Known Links and Some Speculations 19 3. The Study 32 4. Results, Conclusions and Recommendations 39 Instruments 39 Phase 1: The Correlational part of the Study 41 Developing an Attributional Model for Mathematics Anxiety 48 Phase 2: The Interventional part of the Study 52 Conclusions 56 References 63 Appendix A: The Phobos Inventory 66 Appendix B: The Mathematics Attribution Scale 68 Appendix C: Human Research Protocol Form 71 Appendix D: Informed Consent Memos 79 Tables and Figures Figure 1 - Mean anxiety scores by attributional style 42 Figure 2 - Mean anxiety scores with confidence intervals 43 Figure 3 - The main effects plot 48 vi Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 11. Table 1 - Participants in correlational study by course Table 2 - Typical attributions, locus of control and Susceptibility to Learned Helplessness Table 3 - Attributional styles of the respondents in phase 1 Table 4 - ANOVA results Table 5 - Tukey-Kramer paired comparison test results Table 6 - Kruskal-Wallis test results Table 7 - Mann-Whitney Test Results Table 8 - Results of two-sample t-test assuming unequal variance, A1 vs. A3 Table 9 - Results of two-sample t-test assuming unequal variance, A3 vs. A4 Table 10 - Correlation Coefficients Table 11 - Linear regression, a as a function of F-A, F-T, F-EN and F-EF Table 12 - Linear regression, or as a function of F-A and F-T Table 13 - Results of the paired, two-sample t-test for means comparing pre and post intervention values for the experimental group Table 14 - Results of the paired, two-sample t-test for means comparing pre and post intervention values for the comparison group 33 34 41 42 43 45 45 47 47 49 50 51 54 55 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 12. ■ Chapter I - Introduction This study deals with some of the challenges and obstacles that students face as they attempt to learn mathematics. More specifically, it addresses a number of issues from the realm of “affective variables.” Laurie Hart Reyes says that, affective refers to students’ feelings about mathematics, aspects of the classroom, or about themselves as learners of mathematics. The definition is not intended to limit the affective domain to general feelings such as liking/disliking of mathematics, nor is it meant to exclude perceptions of the difficulty, usefulness and appropriateness of the mathematics as a school subject. [Reyes, 1984, p. 558] Over the last few decades, affective variables, particularly mathematics anxiety, have been studied in the context of such things as gender and cultural differences in mathematics achievement and shortages of qualified people in technical fields. [Evans, 2000] The most compelling reason to study affective variables is to find ways to help students learn mathematics more effectively. [Reyes, 1984] Affective Variables include things like mathematics anxiety, mathematical self-concept, the perceived usefulness of mathematics, the perceived difficulty of mathematics, learned helplessness and attributional styles. [Evans, 2000; Reyes, 1984] Of these, this study focuses on mathematics anxiety and learned helplessness. Studies have shown that there is a negative correlation between mathematics anxiety and achievement in mathematics. [Evans, 2000] Other 1 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 13. studies have established that learned helplessness produces a deficit in mathematical performance. [Gentile & Monaco, 1986] A reasonable relationship to explore is that between learned helplessness and mathematics anxiety. The working hypothesis of this study is that there is indeed a relationship between these two variables. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 14. ■ Chapter II - Review of Relevant Literature Part 1 - Learned Helplessness The term "learned helplessness" was first coined by M. E. P. Seligman and J. B. Overmier (1967) to describe the effects of uncontrollable stimulus on animals. In their earliest experiments a box was partitioned into two compartments so that an electric shock could be administered through the floor in either side of the box. This is referred to as a "shuttle box" because the shock can be avoided by shuttling to the other side of the box. When a shock was applied to one side of the box, a dog with no preconditioning that was placed in the box would scramble across the barrier and escape the shock. Other dogs were preconditioned with a series of shocks that they could not avoid. These dogs thrashed about wildly when the shock was first applied, but would ultimately lie down quietly and whine, failing to escape the shock. [Seligman & Maier, 1976] In later studies it was determined that it was the uncontrollable nature of the shocks, rather than the trauma of the shocks themselves that caused this helplessness effect. To demonstrate this, M. E. P. Seligman and S. F. Maier developed a triadic test design. Three groups of eight dogs were used. The 3 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 15. 4 dogs in the "escape group" were placed in a harness and were able to terminate any shocks that were administered by pressing a panel with their nose. A second group, the "yoked group" was administered shocks that they were unable to control. Each dog in the yoked group received shocks identical in number, duration and pattern to the shocks given to a dog in the escape group. The control group received no shock in the harness. Twenty-four hours later the dogs were tested in the shuttle box. The escape group and the control group were able to learn to avoid the shocks easily, while six of the eight dogs in the yoked group failed completely to avoid shock. Thus it was the uncontrollable nature of the shocks rather than the trauma of the shocks themselves that caused the helplessness effect. [Seligman & Maier, 1976] In fact, a helplessness response can be evoked even when the adverse events are not totally unavoidable. As long as the reinforcement is non­ contingent on the response, a helplessness effect is produced. An outcome is non-contingent on a response if the probability that the response triggers the desired outcome is equal to the probability that the outcome follows the absence of the response. The subjects will therefore receive reinforcement whether they respond or not. Thus a helplessness response is produced when the reinforcement is or appears to be totally random and uncontrollable. [Mikulincer, 1994] A study done by D. S. Hiroto in 1974 replicated the above results in college students. Using a triadic design, the students were separated into three groups. The students in the "escape group" were subjected to a painfully loud Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 16. noise, which they were able to turn off by pressing a button. The "inescapable group" was subjected to the same noise, but had no means of shutting off the noise. The control group, also called the “no-noise group”, was not subjected to the noise at all. All three groups were then subjected to the same type of noise in a setting where they had the ability to turn the noise off. Subjects in the control group and the escape group were able to quickly learn how to shut off the noise, while the members of the inescapable group did not learn to escape the noise. Most merely sat passively and endured the noise. [Hiroto & Seligman, 1975] In addition to these motivational deficits caused by exposure to uncontrollable adverse events, cognitive deficits have been demonstrated as well. For example, college students with the same triadic test conditions as above were given a series of 25 five-letter anagrams, each with the same pattern. Two types of cognitive deficits were observed. A student from the escape group or the no-noise group was able to solve each anagram much more readily than a student exposed to inescapable noise, who would try and fail to solve the first problem in the allotted 100 seconds. [Seligman & Maier, 1976] Furthermore, a student from the escape group or the no-noise group discovered the pattern after about three consecutive successes, while a subject from the inescapable noise group needed approximately seven consecutive successes before noticing a pattern. Thus exposure to uncontrollable events made each individual anagram more difficult and inhibited the subject's ability to notice or learn a pattern. Subsequent experiments showed that exposure to unsolvable problems produced exactly the same effect as did inescapable noise. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 17. 6 [Seligman & Maier, 1976] Studies on learned helplessness in humans indicate that the helplessness response is related to a number of consequences of a person's personality, in particular, the subject’s involvement in the unsolvable problem and their expectations of control over their environment. [Dor-Shav & Mikulincer, 1992] The causal attributions made by a subject in interpreting his or her failure determine both the subject’s involvement in the problem and his or her expectation of control. There are three dimensions to causal attribution: locus, stability and globality. The locus dimension determines if the person will attribute failure to internal or external causes. Stability is concerned with whether the causes will remain steady over time and globality with whether the causes will remain the same over many situations. In particular, one would expect that attributing failure to internal, stable and global causes would lead to helplessness, while attributing failure to external, unstable and specific causes would lead to reactance, an improvement in performance on subsequent tasks. [Abramson, Seligman & Teasdale, 1978] A subject’s attributional style determines that subject’s characteristic response to frustration, which can be categorized in four ways. Intrapersistent subjects will respond to frustration by trying to reach their goals through their own devices. Extrapersistent subjects will try to attain their goals through outside assistance. Intrapersistance and Extrapersistance are collectively referred to as "need persistence." Intrapunative subjects will respond to frustration by blaming themselves, while extrapunative subjects will defend their egos by blaming an Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 18. outside force. Together, these responses are known as "ego defensiveness." [Dor-Shav & Mikulincer, 1992] One of the salient differences between need persistence and ego defensiveness subjects is their expectation of success after failure. Need persistence subjects will expect to succeed in future tasks, while the ego defensiveness subjects will expect failures to recur. In addition, an internal locus is assumed to increase ego involvement, while an external locus is assumed to decrease ego involvement since either the responsibility or the solution is shifted to external forces. [Dor-Shav & Mikulincer, 1992] Thus intrapersistant subjects will attribute failure to lack of effort, an internal and unstable cause. This should lead to an optimistic attitude and ego involvement and in turn reactance. Extrapersistant subjects will typically attribute failure to bad luck, which is external and unstable. These subjects should then show an optimistic attitude and a decrease in ego involvement, leading to reactance, but to a lesser degree than the intrapersistant group. The intrapunative group will blame failure on a lack of ability, leading to a pessimistic attitude and ego-involvement and hence to helplessness. Finally the extrapunative subjects should attribute failure to task difficulty, causing a pessimistic attitude and low ego involvement. These subjects, then, should display helplessness at a lower level than the intrapunative group. [Dor-Shav & Mikulincer, 1992] Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 19. Treatment of Learned Helplessness It has been established that Learned Helplessness is a predictor of low academic achievement. Consider a college student who fails his or her first examination in a college course. If the student attributes the failure to an unstable cause such as a headache, helplessness deficits will be short lived because the headache will go away. If the student attributes the failure to a stable cause such as lack of ability the deficits will tend to persist because the perceived cause will persist. [Peterson, Maier & Seligman, 1993] Several studies have also shown that interventions based upon helplessness theory can be used to improve the grades of college students. [Peterson, Maier & Seligman, 1993] Wilson and Linville used the reasoning above to develop just such an intervention, which improved the grades of college students. A group of college students were told that their grades would tend to improve over the course of their college career. This encouraged them to attribute initial failures and disappointments to unstable causes. In comparison to the control group, which was not given this intervention, the grades of the experimental group did, in fact, improve. [Wilson & Linville, 1985] There are many techniques that are recommended to either treat an existing helplessness response or to lessen the likelihood of a helplessness response in a normal subject. The relevant question here, then, is whether these techniques will also alleviate mathematics anxiety. Gentile and Monaco created a list of strategies to prevent helplessness responses in mathematics students. Many of their preventative methods deal Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 20. 9 with attributional style and frustration tolerance. Even early in a student’s “mathematics career” it is useful to provide him or her with attributions involving effort, persistence and strategy. Students should be made to understand that certain mathematical concepts are difficult but can be mastered with adequate effort and the correct strategy. Attributions that emphasize inherent ability and aptitude should be avoided. [Gentile & Monaco, 1986] Previous work should be reviewed and students should be shown how it leads to the concepts that are currently being studied. Students should then be given some early success experiences to help then fit the new concepts into their cognitive schemata. [Gentile & Monaco, 1986] It is also important to de-emphasize the dichotomy between success and failure. First of all, the students’ work should be evaluated, with good thinking and partially correct work noted. Problems should not merely be graded as right or wrong. In addition, students should be required to correct their errors allowing them to learn to do the problems correctly and giving them an eventual successful outcome for their effort. Explanation of errors should give the students a sense that they have some control over the outcomes of their exams, instead of success and failure seeming to be random. [Gentile & Monaco, 1986] Another way to circumvent a helplessness response is to provide the subject with experiences in which he or she can control the outcome. This process is sometimes known as “immunization.” This is equivalent to exposing the dogs in the shuttle box experiments to escapable shocks before treating them with inescapable shocks. In cases where animals were initially exposed to Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 21. 10 escapable shocks, the helplessness effect was virtually eliminated. [Peterson, Maier & Seligman, 1993] Methods for treating a helplessness response are similar to the methods for preventing such a response. Depression and helplessness are most likely to occur and will be most severe whenever: (a) The perceived probability of a positive outcome is very low or the perceived probability of an adverse outcome is very high. (b) The outcome in question is either highly adverse or highly desirable. (c) The subject suspects that the outcome is uncontrollable, or... (d) The subject attributes the uncontrollability to global, stable and internal factors. [Abramson, Seligman & Teasdale, 1978, pp. 68-70] These four areas suggest methods for treating a helplessness response. If the perceived probability of an adverse outcome is very high or the perceived probability of a positive outcome is very low, one can attempt to change the subject’s perception of the probabilities of these events. This can be accomplished by manipulating the environment to remove adverse outcomes or provide for desirable outcomes. If it is possible, the actual probabilities of the outcomes can be altered. If the outcome in question is either highly adverse or highly desirable, the subject’s perceptions can again be modified. In this case the adverse outcome can be made to seem less adverse, while the very desirable outcome can be made to seem less desirable. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 22. 11 These things can be accomplished through helping the subject reevaluate unattainable goals and encouraging him or her to replace them with realistic and/or attainable alternatives. [Abramson, Seligman & Teasdale, 1978] In the event that the subject perceives an outcome to be beyond his or her control, this perception can be changed. If a successful response is not yet within the person’s ability, the necessary skills can be learned. Otherwise, the subject’s erroneous belief that his or her responses will fail must be modified. One means to this end is to provide for the performance of relevant and successful responses from the subject. This is equivalent to repeatedly dragging the dog in the shuttle box across the barrier until it learns that the shock is in fact avoidable. After this therapy is repeated 30 or 40 times, the dog begins to respond on its own. [Peterson, Maier & Seligman, 1993] Changing the subject’s attribution of past failures from a lack of ability to a lack of effort can also increase a subject’s expectation of controllability. This has been shown to lead to more successful responses. This is generally referred to as “attributional retraining.” Attributional retraining also forms the basis for treatment in the situation in which a subject has attributed uncontrollability to a global, stable and internal factor. If this attribution can be replaced with an attribution to a specific, unstable and external factor, the subject should become less likely to exhibit a helplessness response and more likely to show reactance. [Abramson, Seligman & Teasdale, 1978] Most of the available studies involving academic applications have used some form of attributional retraining. As mentioned above, Wilson and Linville showed that changing attributions from Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 23. 12 stable to unstable led to increased academic performance among college students. Other studies have worked with changing the “lack of ability” attribution to an attribution of “lack of effort”, also a shift from stable to unstable. Evidence also exists that a change in attribution from an internal factor to an external one has led to an alleviation of a helplessness response. [Wilson & Linville, 1982] Part 2 - Mathematics Anxiety Unlike "learned helplessness" which is clearly defined and carefully researched, Mathematics Anxiety lacks even a universally accepted definition [Reyes, 1984, p. 563]. In order to better understand what is involved with mathematics anxiety, we will begin our discussion with a look at the general concept of anxiety as viewed by psychologists. The notion of “anxiety” as a psychological construct dates back at least as far as Freud, who characterized it by motor innervations or discharges, a consciousness of these and feelings of “unpleasure.” An essential part of Freud’s understanding of anxiety was that, because it is unpleasant, anxiety is likely to be repressed or internalized and reside mainly in the unconscious. Once there, the effects of the anxiety become masked or distorted, making the source difficult to discern. Because, in Freud’s view, anxiety can be unconscious, subjects cannot report their anxiety in a meaningful way, nor can it be readily observed. [Evans, 2000] Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 24. 13 After the Second World War, the philosophy of the psychology community shifted in part to make psychological work more scientific. So that data could be more readily collected, anxiety was assumed to be an observable phenomenon and as something that subjects could reliably report. Thus, “anxiety” came to be understood merely as manifest or expressed anxiety. If a subject did not report anxiety, it was assumed there was none. Freud’s ideas fell into disuse. [Evans, 2000] As this reinterpretation of anxiety continued, psychologists began to question whether to view anxiety as a constant personality trait or as a response to stimulus. Spielberger (1970, 1972) attempted to answer this question when he defined anxiety as “a palpable, but transitory, emotional state or condition characterized by feelings of tension and apprehension and heightened autonomic nervous system activity.” Although this has some similarity to Freud’s definition it is important to note that Spielberger’s ideas, like other late 20th century work, view anxiety purely as a manifest phenomenon. [Evans, 2000] In Spielberger’s work, two types of anxiety are discussed. The first, the “A-state” or state anxiety is defined as the “unpleasant emotional state or condition which is characterized by activation or arousal of the autonomic nervous system.” State anxiety occurs specifically when an individual is confronted with an experience that he or she finds threatening or stressful. The second type, trait anxiety, or the A-trait, can be described as a propensity toward experiencing state anxiety. Thus, an individual with a high level of trait anxiety will tend to experience the A- Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 25. 14 state more severely and more frequently that an individual who is less trait anxious. [Reyes, 1984]. The term “anxiety” has numerous definitions in the psychological literature. In many expositions, “anxiety” is distinguished from “fear” even though these terms are used interchangeably in other contexts. In some expositions, fear is the intellectual process of assessing something and recognizing or believing that it is a threat. Anxiety is the emotional and physiological response to encountering that, which is feared. Aaron Beck writes: “A person with a fear of small animals perceives these animals to be dangerous. However, he does not experience anxiety until he finds himself exposed to a small animal or imagines himself in such a situation.” [Beck, Emery & Greenberg, 1985, p. 9] Notice that in both these definitions the primary definition of anxiety refers to an immediate response to stimulus. Other expositions invert these notions of fear and anxiety. In Learned Helplessness. A Theory for the Age of Personal Control, by Peterson, Maier and Seligman, fear is described as a set of reactions, emotional, physiological and behavioral, triggered by explicit signals that danger is present. Anxiety, on the other hand, involves similar emotional, physiological and behavioral reactions, but without an overt or clearly definable stimulus. Under these definitions, the intensity of the reactions evoked by anxiety are not justified by the perceived cause of the anxiety. [Peterson, Maier & Seligman, 1993, p. 70] Anxiety or state anxiety provokes a number of reactions, both behavioral and physiological. The immediate physiological reactions can include sweating, trembling, muscle tension, increased heart rate and other symptoms and will Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 26. 15 cause an individual to cope with the perceived threat through various possible methods. These methods include, but are not limited to, inaction, combativeness, repression and rationalization. Some of these responses will improve an individual’s performance but, more often, a response to the A-state will cause a person’s performance to decrease and may even have a negative impact on the individual. Anxiety that leads to a positive outcome such as increased performance is called “facilitative” while, if the consequences are negative the anxiety is said to be “debilitative.” [Reyes, 1984]. The most commonly accepted definition of mathematics anxiety, introduced by Richardson and Suinn in 1972 draws on these notions. “Mathematics Anxiety,” they say, “involves feelings of tension and anxiety that interfere with the manipulation of numbers and the solving of mathematical problems in a wide variety of ordinary life and academic situations." Another widely accepted definition, by Byrd (1982), includes both facilitative and debilitative anxiety occurring in any situation in which mathematics is encountered. Both of these definitions view mathematics anxiety as a form of state anxiety experienced in mathematical situations. Other researchers view mathematics anxiety merely as a lack of confidence in one’s ability to learn mathematics. [Reyes, 1984, p. 565]. Some even take a broader view. In her book Defeating Math Anxiety. Anita Kitchens writes, “Any feeling that prevents you from learning mathematics in a natural way as you did as a young child, or from performing in a way that demonstrates what you have learned, is math Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 27. 16 anxiety.” [Kitchens, 1995, P. 7] This interpretation, one could argue, could include the entire range of affective variables. People suffering from mathematics anxiety typically recall their initial realization that they were having difficulty with mathematics as feeling like "sudden death." This reaction has been documented at all levels of mathematics education from elementary to graduate school. It is generally coupled with a feeling that some new concept or operation is completely incomprehensible. Many have described it as a curtain being drawn or running into an impassible wall. The feeling is described as "instant and frightening." This sudden onset is thought to stem from students' tendency to resort to learning by rote when faced with difficult concepts. They will try to memorize all the information that they need to get by without trying to understand the underlying concepts. This causes a latency period in mathematics anxiety during which, because grades are not at first affected, neither the student nor the teacher realizes that there is a problem with the student's understanding of the material. When the pattern of reiterated failure inevitably occurs, it is sudden and dramatic. No one is aware that the difficulty may have been building for years. [Tobias, 1992] It is possible that, prior to the "sudden and dramatic” realization above, a student’s initial response to these repeated failures will be to become over­ anxious and try harder to comprehend or memorize the formulas the student feels will help him or her to regain control. The student’s anxiety becomes debilitative, actually exacerbating the problem and diminishing the student’s Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 28. 17 ability to get back on track. The more anxious the student becomes, the harder he or she tries. The harder he or she tries, the worse the student is able to do. The worse the student is able to do, the more anxious he or she becomes. Thus a "vicious cycle" is set into motion. This is an example of the Yerkes-Dodson law, which states that increased motivation is actually detrimental to performance in more complex tasks. The greater the complexity of the task, the lower the degree of motivation that leads to optimal performance. [Skemp, 1987] These repeated failures then cause further exposures to tasks related to these concepts to become highly charged with emotion. We then have a situation in which it is previous experience, rather than the task at hand, that is the strongest determining factor in the student's success or failure. People exposed to repeated failure "find that there is a great deal of inertia in even attempting a problem." [Buxton, 1991, p. 115] There have been several attempts to build a cohesive theory of mathematics anxiety. Laurie Buxton built a model around what he calls “math panic.” Buxton considered the interaction of reason and emotion. In a situation in which a subject feels a threat of impending failure, such a strong negative emotional response is evoked that the person is incapable of reasoning effectively, shutting off all reasonable thought about the problem. [Buxton, 1991] Another model, developed by Byrd (1982), took more of a case study approach. It was built from interviews with six college students who showed signs of mathematics anxiety. These students experienced anxiety in a variety of settings and in virtually every setting it was debilitating. This anxiety caused these Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 29. 18 students to avoid courses, majors, jobs, careers and colleges with stringent mathematics requirements. In both of these models we again see mathematics anxiety viewed as a form of state anxiety. [Reyes, 1984] Joseph and Nancy Martinez, in their book Math Without Fear cast a wider net. Mathematics anxiety “is not a discrete condition.” they write, it is a complex construct. It seldom has a single cause or a single effect. They continue, “It has multiple causes and multiple effects, interacting in a tangle that defies simple diagnosis and simplistic remedies. [Martinez & Martinez, 1996, p. 2] One factor that is consistent is the belief that there is a relationship between mathematics anxiety and mathematical achievement. Studies have found a consistent negative correlation between these two factors with low anxiety linked to high achievement, although a cause and effect relationship has not been demonstrated. [Reyes, 1984] Further confounding the issue, a number of weaknesses have been pointed out regarding these studies. Jeff Evans points out one of the most significant in his book Adults' Mathematical Thinking and Emotions. Evans looked at the two most commonly used measures of mathematics anxiety, the Mathematics Anxiety Scale (MAS) (Fennema and Sherman, 1976) and the Mathematics Anxiety Rating Scale (MARS) (Richardson and Suinn, 1972). In a review of the items on each inventory, he found that in both cases mathematics anxiety was viewed as debilitating and that the mathematics anxiety measured was assumed to be a form of chronic or trait-anxiety. [Evans, 2000] Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 30. 19 Thus, even putting aside competing definitions, there are a number of reasonable concerns with the notion of anxiety in general and mathematics anxiety in particular. One is that modern conception of anxiety disregards the effects of anxiety in the subconscious, although these may be relevant. Another is that, when a model of mathematics anxiety is specific enough to be potentially useful, that model views mathematics anxiety as a form of state anxiety, while the instruments we use to study mathematics anxiety view it as a form of trait anxiety limiting the scope and the usefulness of the studies. [Evans, 2000] Clearly, better models are called for. Part 3 - Known Links and Some Speculations Even in the early animal experiments that formed the basis of learned helplessness theory there was evidence of a relationship between the notions of fear and anxiety on the one hand and the notion of learned helplessness on the other. In studying animals that were exposed to uncontrollable stressors, such as the inescapable shocks that were part of the shuttle box experiments, it was observed that these stressors cause fear in the animals. These generated more fear, in general, than controllable stressors and following the exposure to the uncontrollable stressors, the animals showed signs of anxiety for an additional 48 to 72 hours. [Peterson, Maier & Seligman, 1993] Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 31. 20 There are experiments that indicate that increased levels of fear and anxiety at the time of the exposure to the inescapable shock are necessary to cause a helplessness effect. Tranquilizers such as diazepam, which reduce feelings of fear and anxiety, have been administered to rats prior to their exposure to inescapable shock. In these rats, the subsequent deficits in shuttle box learning were eliminated and no helplessness effect was observed. [Peterson, Maier & Seligman, 1993] Observations done at the time of the shuttle box testing readily demonstrated that both fear and helplessness responses could be measured in the same animals and that the two seemed to coincide. In order to determine if the learning deficits attributed to helplessness theory were actually the effects of fear and anxiety, a number of rats were exposed to either inescapable shock or no shock at all. Twenty-four hours later these same rats were tested in a standard shuttle box environment. Before the shuttle box tests, the rats were injected with diazepam, naltrexone or a control substance. The researchers observed the rats for the presence and intensity of behavior associated with fear and anxiety. Diazepam eliminated the fear experienced by the rats when the shock occurred, but the subsequent helplessness effect was unaffected. Naltrexone was already known to alleviate the helplessness response. In this study the rats injected with naltrexone experienced a greater level of fear and anxiety yet the helplessness effect was still eliminated and these rats learned at the same rate as those that did not receive the inescapable shock. Thus, although uncontrollable stressors produce high levels of fear and anxiety, it Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 32. 21 appears that the level of fear and anxiety at the time of the shuttle box testing does not cause the helplessness effect. [Peterson, Maier & Seligman, 1993] Let us now turn our attention to mathematics anxiety. Consider the prevalent views of mathematics in the population. Many parents and teachers often treat mathematics as something difficult and mysterious. These people present mathematics as something painful and worthy of fear while showing that they fear it themselves. Mathematics is also presented as being very important for success in later life, but something only within the grasp of the very bright. [Tobias, 1992, pp. 52-53] In addition, an inability to do mathematics is treated as a normal state of affairs and nothing to be ashamed of. People will readily discuss their inability to do mathematics problems, while no one will freely admit to being unable to read. [Zaslavsky 1994, p. 5] Although these attitudes are cited as causes of mathematics anxiety, they also coincide with the conditions that make a helplessness response more likely or more severe. We can speculate that the emphasis on the importance of mathematics to success in later life would, to the student struggling with mathematics, make an adverse outcome seem to be very likely. Abramson lists this among the things that increase the likelihood and severity of a helplessness response. [Abramson, Seligman & Teasdale, 1978, pp. 68-70] The beliefs that only the very bright can do mathematics and that it is normal for people to have difficulties in mathematics perpetuate the notion that some people can learn mathematics and others cannot. This encourages those who have trouble in mathematics to attribute Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 33. 22 their failure to a lack of ability, the internal and stable cause that makes a helplessness response most severe. Within this context, then, consider the impact of constant failures on a student trying to learn mathematics. Suppose that student worked a problem incorrectly, and the reason that the work was incorrect was not explained, or explained in a way he or she did not understand. To the student, the adverse event, getting a bad grade or losing points because of an incorrect answer would be non-contingent on whatever effort the student put into the problem or into studying. Consider the impact of seemingly getting problems wrong or right at random. It is reasonable to expect that this apparent lack of control on the part of the student could manifest itself as a helplessness response. Like the dog or the rat that is exposed to inescapable shocks, the student may stop trying because whatever he tries seems to have no effect on the eventual outcome. Experiments in learned helplessness have shown that exposure to unsolvable problems leads to a decreased performance on subsequent tasks. Extrapolating this situation to math students, exposing a student to a question beyond his or her ability could well trigger a helplessness response and thus the ordering of questions on an exam should have a meaningful impact on student test performance. Towle and Merrill (1972) found this was the case on a test consisting of mathematical items. In their study, students who were given a test on which the items were ordered from difficult to easy scored significantly worse than those who took exams on which the ordering of the questions was either random or from easy to difficult. [Spies-Wood, 1980] Richard Skemp, in his Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 34. 23 book, The Psychology of Learning Mathematics, attributes the same effect to anxiety: ...a good teacher can, by initially asking questions that the learner can answer, reduce anxiety and build up confidence, and thereby improve performance: a bad teacher can reduce an averagely intelligent pupil to tongue- tied incompetence. [Skemp, 1987, p. 94] The genesis of much of the ongoing research into mathematics anxiety was actually a study of “math avoidance” especially by females. In 1974, Lucy Sells circulated a report on the mathematical preparation of entering freshmen at the University of California, Berkeley. The study showed that 57 percent of the male students in the freshman class had completed four years of high school mathematics. Only eight percent of the female students had a comparable math background. Two years later, Sheila Tobias began to popularize the concept of mathematics anxiety to partially explain this math avoidance and other gender differences in mathematics. Her work on math anxiety formed the basis for a number of “math clinics” and other interventions aimed at attracting more women into mathematical fields. [Tobias & Weissbrod, 1980, p. 64] Tobias’ work had an immediate impact. For the first time, educators began looking at mathematics anxiety as a psychological state that could explain these differences rather than focusing on skills deficits. It was quickly shown that native ability was not the underlying cause of the gender differences in math avoidance and performance. Unfortunately, mathematics anxiety also fails to explain these gender differences. Although women have been shown to display, or at least report, significantly higher levels of mathematics anxiety, these do not explain gender differences in mathematical performance or math avoidance. In fact, at least Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 35. 24 among high school students, these “anxiety effects” have been shown to manifest themselves more strongly in male students. Possible explanations for this apparent contradiction include a greater willingness on the part of girls and women to admit to feelings of anxiety and the possibility that women are more capable of coping with feelings of anxiety than are men. [Hembree, 1990] Early in the study of these gender differences it was established that it was persistence rather than ability that accounted for the gender differences in mathematics performance. Numerous studies in the late seventies showed that there is no biological explanation for these differences in mathematical performance. At the same time, other factors were shown to be linked to gender. Prominent among these were expectations of success and attributional style. In general, women and girls were shown to be more likely to attribute failure in mathematics to a lack of intelligence, while men and boys tend to attribute such failures to a lack of effort. [Tobias & Weissbrod, 1980] Notice that this would be consistent if it were a helplessness effect rather than mathematics anxiety that was at the root of these gender differences. Thus, even if levels of mathematics anxiety were equal, men and women would have very different ways of responding to them. Since women tend to attribute failure to ability, they are, as we have seen, much more likely to exhibit a helplessness response. [Dweck & Licht, 1980] They would tend to give up and avoid working at and studying mathematics because they believe that whatever effort they invest in the process will have little effect on the eventual outcome. Men on the other hand, tend to attribute failures in mathematics to a lack of effort. This tends Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 36. 25 to make them less likely to exhibit a helplessness response and more likely to experience reactance, leading to the increased effort and the greater persistence identified by researchers as being responsible for the greater mathematical performance of men. The mathematics anxiety explanation for math avoidance follows a similar vein. Although it has never been put forth as a single and unique explanation for math avoidance, many researchers believe that, for some people, previous experiences with mathematics could be severe enough and unpleasant enough to effect their decisions regarding academic programs and career goals. The general relationship is that, to avoid the unpleasant feelings of mathematics anxiety, some students will stop studying mathematics. [Tobias & Weissbrod, 1980] Again this could be consistent with a helplessness response as those earlier unpleasant experiences could be such that they convince a person that their successes and failures in mathematics are not contingent on their actions. In this case the person in question would avoid mathematics due to a helplessness response. Much has been made in recent years about the differences in the mathematical achievements of Asian children and American children. When we look at the attributional styles of these two groups, we see the same thing that we saw in the comparison of American men and women. When asked why some students don’t do as well in mathematics as others, American children point to a lack of ability, while Asian children appeal to a lack of effort. [Tobias, 1992] As is the case when comparing the mathematical achievement of men and women, it Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 37. 26 is reasonable to suspect that helplessness theory can help to explain these differences. Although the information is not readily available, it would be interesting to discover if there is a corresponding difference between the mathematics anxiety scores of these two groups. Ann B. Oaks, at the 1989 National Conference on Women in Mathematics and the Sciences proposed that there is a cognitive dimension to mathematics anxiety and, in a number of ways, makes statements that support the view that much of what is attributed to mathematics anxiety is explainable as a helplessness response. In her view, the root cause of mathematics anxiety lies in the resistance that some students have toward gaining a conceptual understanding of mathematics. These students do not look at mathematics as a cohesive discipline unto itself, they view it as a meaningless set of procedures for transforming one set of symbols into another. Their main goal in the mathematics classroom is to learn how to perform these manipulations easily. They do not see the usefulness of reasoning and creativity in mathematics and so, they are unable to generalize what they have learned to even slightly different circumstances and their verification skills are lacking. In this view, working hard to learn mathematics consists merely of trying to memorize algorithms. Since very few people are capable of retaining such a large amount of information without putting it into some meaningful framework, these students fail repeatedly. Since their failure follows hard work, they conclude that the failures are a result of a lack of ability or mathematics anxiety itself. Indeed, many of the students Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 38. 27 interviewed by Oaks claimed that math anxiety was the primary factor preventing them from being successful at mathematics. This caused them to avoid mathematics, rather than to work at it. [Oaks, 1989] As she puts it: Lefcourt (1982) explained that anxiety is produced by a combination of two factors: negative results coupled with a lack of control over the situation. The students in our study have learned that in the mathematics classroom they are likely to fail, and they know from experience that there is nothing they can do to keep this from happening. Therefore, they experience the anxiety normal for an individual in this situation. In addition, because they have worked hard and have not experienced success, these students are forced to shift their understanding of what causes success for them away from controllable factors (such as effort and getting outside help) to uncontrollable factors such as ability and (as they view it) math anxiety. [Oaks, 1989, p. 198] As before, consider Oaks’ views on mathematics anxiety through the lens of helplessness theory. At the core of her view of mathematics anxiety is a fundamental lack of understanding on the part of the students. Since the students are focused on naive symbol manipulations, they will have little understanding why, for example, 2(x + y) = 2x + 2y, but (x + yf * x2+ y2since these appear very similar when viewed purely as operations on symbols without the context that understanding the meanings of the symbols brings. Without this understanding and even an aversion on the part of the students to gain a conceptual understanding of the underlying mathematics, the students will be incapable of understanding any explanation that their teacher might give them as to why certain answers are correct and others are incorrect. The students’ successes and failures would then seem to be arbitrary and uncontrollable to the students, which is the sort of experience that leads to a helplessness response. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 39. 28 Furthermore, as Oaks points out, the continued failures of these students, especially subsequent to what they consider to be hard work, causes them to change their attributions of failure from lack of effort and other controllable factors to uncontrollable factors such as a lack of intelligence or ability. Those who attribute failure to such stable and internal factors are the most likely to experience a helplessness effect. That these students subsequently stop working at mathematics could be evidence of a helplessness effect taking place. Finally, many of Oaks’ students blamed their lack of success in mathematics on mathematics anxiety itself. This rational may be more comfortable to the students’ self-image than attributing their failures to a lack of intelligence, but it is still an internal and stable attribution which would have the same effect as these other attributions toward bringing about a helplessness response. [Oaks, 1989] We can also see evidence of the possible usefulness of helplessness theory when we examine some of the interventions that have been used to alleviate mathematics anxiety. Oaks states that, in her view, interventions that try only to alleviate anxiety are unlikely to have an effect on a student’s long-term problems with mathematics. In her course, she attempts to increase her students understanding by having them work both alone and in groups in a non­ threatening atmosphere. The students share their discoveries with each other and write papers describing their reasoning and thoughts as they tried to solve certain problems. It is possible for her students to earn an “A” on these papers Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 40. 29 without ever generating the correct answers. The results are said to be encouraging, with the students gaining a new sense of control over the mathematics they do. [Oaks, 1989] Oaks appears to be attempting to shift attributions from a lack of ability to a lack of effort and lessening the dichotomy between success and failure for the students. Both of these techniques have been shown to alleviate helplessness responses. At American University, Weissbrod and Adams attempted an intervention that provided students with positive mathematical experiences. Groups made up their own syllabi and engaged in group work in which each member of the group selected two problems, one that the student could do and one that he or she could not. These problems then formed the basis of the group work. [Tobias and Weissbrod, 1980] In allowing the students to work on problems they were capable of solving, Weissbrod and Adams provided each group with the sort of success experience that is known to “immunize” against a helplessness effect. Aurelia Skiba, a high school mathematics teacher wrote about her approach to working with math anxious students in the March 1990 issue of the Mathematics Teacher. Again, large portions of her technique could actually be aimed at alleviating a helplessness effect. When she states, “If I start with easy problems and praise each step that is correct, I find that the students can accomplish significantly more than [their] memories would suggest”, she is giving the students early success experiences and “immunizing” them against a helplessness response. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 41. 30 Furthermore, when these students practice techniques, they do so with a teacher’s guidance throughout. Corrections are made throughout the process and so end with a high rate of success. Not only would this continue the “immunization” process but also, it seems that this would lessen the dichotomy between success and failure, further alleviating a helplessness response. Finally, appealing to the example regarding the Asian and American children, Skiba places heavy emphasis on the importance of effort in learning mathematics. “I try to instill this concept of the ‘virtue of effort’ in my students." She writes, “Once they believe they are working hard and trying their best, they succeed.” [Skiba, 1990] Again we see a technique, attributional retraining, recognized in alleviating helplessness responses applied to treat mathematics anxiety. Gentile and Monaco (1986) may have been the first to actually propose that there is a link between mathematics anxiety and learned helplessness. They write: Given the large number of people who show signs of math anxiety, it seems to us to be worth exploring their causal explanations of their own difficulties. However, if learned helplessness is to be a reasonable account of how they might have acquired their math anxiety, there needed to be, in our view, at least one objective demonstration that the learned helplessness manipulation produces a mathematics performance deficit as well as producing certain varieties of attributions. [Gentile & Monaco, 1986, p. 166] They were able to show exactly this. In their experiment, sixty-four high school students were given a set of multiplication problems to solve and were given failure feedback. These students subsequently showed a helplessness deficit in a parallel set of multiplication problems as well as on a set of pattern recognition Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 42. 31 problems of the form “25 is to 5 as is to 8.” Thus, helplessness effects were shown to occur in a mathematical context. Furthermore, the attributions made by these students were similar to those in other research. In this case, girls were more likely to attribute their failures to internal factors such as lack of ability or effort while boys were likely to blame their failures on external factors like problem difficulty or clarity. Interestingly, there was not a corresponding difference in the magnitude of the helplessness effect, the performance of the boys and the girls were depressed an equal amount. [Gentile and Monaco, 1986] Gentile and Monaco did not try to measure or quantify the mathematics anxiety of these students. There is ample evidence, anecdotal and otherwise, to suggest interaction between the concepts of mathematics anxiety and learned helplessness. Notions from helplessness theory appear relevant and continue to further illuminate the study of mathematics anxiety both in theory and in practice. The study that is the basis of this paper further investigates this relationship. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 43. ■ Chapter III - The Study The purpose of this study was to investigate the relationship between Mathematics Anxiety and Learned Helplessness. This was done in two parts. The first phase of this project was a correlational study in which a large sample of students was partitioned by attributional style to indicate the students’ propensity toward learned helplessness. The mean mathematics anxiety scores of these attributional styles were then examined to determine if the known differences in helplessness responses corresponded to differences in mathematics anxiety scores. The second phase was an interventional study. A smaller group of students was exposed to an intervention consisting of several methods known to lessen helplessness responses. After the students were exposed to the intervention, they were again given questionnaires to discover if there was a corresponding decrease in their mathematics anxiety scores. Nine mathematics classes taught at the University of Miami were chosen to participate in the correlational part of the study. These classes were selected to give a cross section of the freshmen and developmental level mathematics courses offered at the university. The students in these classes who were eighteen years of age or older were asked to participate in the study by 32 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 44. 33 completing both the Phobos Inventory, which measures levels of Mathematics Anxiety, and the Mathematics Attribution Scale, which measures students’ attributions regarding success and failure in mathematics. In all, 193 students agreed to complete the questionnaires and returned usable information. Table 1 shows the courses the respondents were recruited from and indicates the number of respondents participating from each course. Table 1 - Participants in correlational study by course Course Number of Respondents MTH 099 - Intermediate Algebra 30 MTH 101 - Algebra for College Students 19 MTH 103 - Finite Mathematics 43 MTH 107 - Precalculus I 45 MTH 108 - Precalculus II 26 MTH 1 1 1 - Calculus I 30 TOTAL 193 Several responses were deemed unusable because the information returned was incomplete or illegible or because the respondent was under the age of eighteen. Recall that it has been shown that there is a relationship between the attributions a person makes regarding failure and his or her susceptibility to learned helplessness. [Dor-Shav & Mikulincer, 1992] The researcher used this knowledge to investigate the link between learned helplessness and mathematics anxiety. There are three dimensions to causal attribution: locus, stability and globality. The locus dimension determines if the person will attribute failure to internal or external causes. Stability is concerned with whether the causes will remain steady over time, and globality with whether the causes will remain the same over many situations. Specifically, if someone attributes failure Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 45. to an internal and stable cause, such as a lack of ability, that person expects failure to recur and helplessness results. If the perceived cause is internal and unstable, such as a lack of effort, the subject tends to have an optimistic attitude leading to reactance, an increase in performance on subsequent tasks. The notion of globality is less useful here, since the study only relates to a single topic, mathematics. The different attributional styles and their propensity toward learned helplessness are summarized in table 2. [Dor-Shav & Mikulincer, 1992] Table 2 - Typical attributions, Locus of Control and susceptibility to Learned Helplessness: Category A1 (F-EF) Category A4 (F-A) Internal Interpersistent Subjects Intrapunative Subjects “Lack of Effort” “Lack of Ability” Locus High Reactance High Helplessness Category A2 (F-EN) Category A3, (F-T) External Extrapersistent Subjects Extrapunative Subjects “Bad Luck” “Task Difficulty” Low Reactance Low Helplessness Unstable Stable Stability The attributional style of each of the 193 respondents was established using the Mathematics Attribution Scale. The MAS generates eight scores indicating how likely a subject is to attribute success and failure to four Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 46. 35 attributions based on locus and stability. Thus there are scores indicating how likely it is that a subject will attribute failure to effort (F-EF), environmental factors (F-EN), task difficulty (F-T) and innate ability (F-A). Similar scores are generated for success attributions. The largest of the four failure scores was used to determine in which of 4 categories a respondent was placed. In the event of a tie, that respondent was not categorized. Thus, the outcome of this phase of the study was to stratify the sample into the four categories of attributional styles that indicate a person's propensity for learned helplessness from low (A1) to high (A4). pAi is defined to be the mean mathematics anxiety score for attributional style Ai. A hypothesis test with null hypothesis, “H0: pai = |M(i+i)” and alternative hypothesis “Ha: pAi = m-a (i+i) is not so” was conducted using an Analysis of Variance (ANOVA). The Tukey-Kramer paired comparison test was then used to determine if there was a significant pairwise difference in these means. It was expected that the mean anxiety score would increase significantly as the index increases, that is, the working hypothesis of this part of the study was that pAi < PA2 < PA3 < PA4- The second or interventional phase of this study attempted to show that methods known to alleviate learned helplessness will also alleviate mathematics anxiety. To this end, four classes taught by the researcher were asked to participate. These classes consisted of two sections of MTH 103 (Finite Mathematics) and two sections of MTH 107 (Precalculus I). One section of each Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 47. 36 course was included in an experimental group while the other was kept as a comparison group. The students in these sections were tested at the beginning of the semester using the Phobos Inventory of Mathematics Anxiety and the Mathematics Attribution Scale. These scores were also used as part of the correlational part of this study. The sections making up the experimental group were exposed to information and activities aimed at preventing or lessening helplessness responses throughout the semester. The intervention was based upon two facts: exposure to adverse events that are perceived as uncontrollable often leads to a helplessness response; and a helplessness response is most severe when a person attributes failure to internal and stable causes. The researcher attempted to both prevent and alleviate helplessness responses. Attributional retraining is the primary method for alleviating a helplessness response. Thus, the students in the experimental group were encouraged throughout the semester to adopt attributions involving effort and strategy, and to attribute failure to unstable causes rather than stable ones. Several methods were used to encourage students in the experimental group to adopt attributions involving effort and strategy. A former student of the researcher made a presentation to each class in the experimental group emphasizing the importance of effort and strategy to success in mathematics. He spoke of his own experiences in taking MTH 107, emphasizing that, although his early grades in the class were not as high as he would have liked them to be, he was eventually able to succeed in the class through a combination of hard work and good study Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 48. habits. He then described these habits and reminded the students of the on- campus resources available to assist them with their mathematics classes. The classes in the comparison group heard no such presentation. The experimental group watched the Nova episode “The Proof which chronicles Dr. Andrew Wiles quest to prove Fermat’s Last Theorem. The discussion following the video emphasized attributions involving effort, particularly noting how Dr. Wiles solved what is possibly the most difficult problem in all of mathematics through 7 years of intense work. The experimental group was also given an extra credit assignment in which the students were asked to watch and review the film Stand and Deliver. In the film a high school math teacher inspires underachieving students to work hard and tap potential they never knew they had. The comparison group participated in similar activities that did not encourage attributions toward effort but instead involved attributions of inherent ability. These activities were built around the short film “N is a Number”, a biography of Paul Erdos and the feature film A Beautiful Mind. To further emphasize the importance of effort to learning mathematics, the students in the section of MTH 107 that was a part of the experimental group were provided with several “extra practice” worksheets to supplement their regular homework assignments. These worksheets were made available to the students in the comparison section of MTH 107 but they were not handed out. Methods for preventing a helplessness response were also employed. To prevent a helplessness response, one can attempt to lessen the impact of adverse events and give the student some expectancy of control. Recall that Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 49. 38 one factor that makes a helplessness response more likely or more severe is the dichotomy between success and failure. [Gentile & Monaco, 1986] Thus, this part of the intervention included giving students in the experimental group extra credit assignments in which they corrected and explained any errors they had made on their exams. This activity should make a helplessness response less likely by lessening the dichotomy of success versus failure with respect to the exams. The corresponding activity for the comparison group was sets of additional challenging problems relating to the material on each test. The experimental group was also told, following their first test that grades usually improve on the second test. This encouraged them to attribute any failures to unstable causes. The comparison group was not given this information. At the end of the semester the students were again tested with the Phobos Inventory and the Mathematics Attribution Scale. Methods for verifying changes in paired data were then applied to determine if there was a significant difference between the pre-experiment and post-experiment Mathematics Anxiety scores. The working hypothesis of this portion of the study is that the mathematics anxiety scores of the experimental group should decrease significantly from the pre-intervention survey to the post intervention survey. The results of the study are presented in chapter 4. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 50. ■ Chapter IV - Results, Conclusions and Recommendations Instruments Two instruments were used in this study. The Phobos Inventory (Appendix A) is designed to measure levels of mathematics anxiety. It is a thirty question Likert style questionnaire that Ronald Ferguson (1986) adapted from the Mathematics Anxiety Rating Scale (MARS) developed by Richardson and Suinn (1972). The first ten items on the inventory are designed to measure numerical or computational anxiety. Items 11 through 20, measure mathematics test anxiety, while questions 21 through 30 measure abstraction anxiety. Each item on the inventory describes a situation involving mathematics and the respondent is asked to indicate how much that item frightens him or her on a scale ranging from 1 (not at all) to 5 (very much). [Ferguson, 1986] Traditionally, the responses are totaled to generate a math anxiety score ranging from 30 to 150. Under this scheme, unanswered questions would skew the results toward a low anxiety result. To allow for an occasional blank or indeterminate response, the researcher generated three sub-scores by finding the mean of the actual responses from questions 1 through 10,11 through 20 and 21 through 30 respectively. These sub-scores were then summed, generating math anxiety 39 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 51. 40 scores that range from 3 to 15 with each sub-score contributing between 1 and 5 points to the total. This anxiety score will be denoted by a. The attributional styles of the respondents were determined using the Mathematics Attribution Scale (Appendix B), developed by Elizabeth Fennema, Patricia Wolleat and Joan Daniels Pedro (1979). Recall that there are four attributional styles that are relevant here. Characterized by their standard attributions, these can be classified as “effort” (A1), “environmental factors” (A2), “task difficulty” (A3), and “ability” (A4). The MAS is a thirty-six-item Likert style questionnaire. Nine events involving mathematics are described. After each event is a list of four possible causes or attribution statements for that event, one for each of the four relevant attributional styles. The respondents are asked to determine whether each cause could be an explanation for the associated event. The possible responses range from “1” meaning “strongly disagree” to “5” meaning “strongly agree.” Thus, the higher the value, the more strongly the respondent believes that the attribution statement could describe the cause of the event in question. Eight of the events are used in the evaluation of the instrument; the ninth is not scored. Four of these describe successful outcomes and the other four describe unsuccessful outcomes. The MAS therefore generates eight scores, four indicate how likely the respondent is to attribute failure to effort, environmental factors, task difficulty and innate ability, (F-EF, F- EN, F-T and F-A respectively) while the remaining scores measure the same attributions for success. [Fennema, Wolleat & Pedro, 1979] As was done in the Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 52. 41 case of the Phobos Inventory, the mean of the responses actually received for the relevant items was used in place of the sum of those responses. Phase 1: The Correlational part of the study In the corelational part of the study, the 193 respondents were classified by their attributional styles with regard to failure. Recall from chapter 2, part 1, that it was a person’s attributions of and responses to failure that determined his of her susceptibility to learned helplessness. Each student was categorized according to his or her maximum failure score. Forty students could not be categorized because of ties in their largest scores. The results are summarized in table 3. It is striking that so few students fell into category A2. Further research should be conducted to determine if this is a statistical abnormality or if this is a normal characteristic of college students. Table 3 - Attributional Styles of the respondents in phase 1 Category Largest Failure Score from the MAS Standard Attribution #of Respondents Mean value of or A1 F-EF Effort 58 6.47 A2 F-EN Environment 5 6.86 A3 F-T Task 48 7.04 A4 F-A Ability 42 8.61 The corresponding mean total anxiety score from the Phobos Inventory for each of these categories is shown in table 3. As predicted in chapter 3, the mean anxiety score increased with the index. And so we have: M-A1 < PA2 < PA3 < PA4. This is shown graphically in figure 1. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 53. 42 Figure 1 - Mean anxiety scores by attributional style Category A single factor ANOVA was performed to determine if these increases are significant. The results of the ANOVA, shown in table 4, show a p value of .0000075, indicating that there is a statistically significant difference between the means of at least two of the four categories at a confidence level greater than 99%. As we can see in figure 2, if the means of each category are compared using a 95% confidence interval, it appears that pAi and pA3 are significantly smaller than pA4. Table 4 - ANOVA results Source of Variation SS df MS F P-vaiue F crit Between Groups 115.69 3 38.56 9.65 0.0000075 2.67 Within Groups 595.51 149 3.00 Total 711.19 152 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 54. 43 Figure 2 - Anxiety score means of A1 through A4 with confidence intervals Individual 95% CIs For Mean Based on Pooled StDev Category A1 N 58 Mean 6.474 StDev ----- 1.866 A2 5 6 . 860 1.784 {---- _- _*____ _.---------- ) A3 48 7 . 042 1.842 (------* - - - ) A4 42 8.612 2 .342 (------* -------) Pooled StDev = 1.999 6.0 7.2 8.4 This was further investigated using a Tukey-Kramer paired comparison test. As the results in table 5 indicate, it is indeed the case that pAi and jj,A3are significantly smaller than pA4. The confidence intervals containing the differences of the means between A1 and A4 and between A3 and A4 do not contain zero and therefore the means of the anxiety scores of these categories are significantly different at a confidence level of at least 95%. Table 5 - Tukey-Kramer paired comparison test results. Tukey's pairwise comparisons Family error rate = 0.0500 Individual error rate = 0.0104 Critical value = 3.67 Intervals for (column level mean) - (row level mean) A2 A3 A4 A1 A2 A3 -2.805 2 .032 -1.580 -2.620 0.444 2.256 -3.189 -4.206 -2.666 -1.087 0 .703 -0.474 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 55. 44 And so, even though this does not support the entire of the hypothesis that Pai < pa2 < PA3 < pa4 at a 5% level of significance, it does support the overall notion that there is a relationship between the phenomena of mathematics anxiety and learned helplessness. In particular, the attributional style most prone to a helplessness response displayed levels of anxiety significantly higher than the group least prone to such a response. The ability attribution may be the most salient here, as the mean anxiety score for that attribution was significantly higher than the mean anxiety scores of the effort and task attributions, which were not significantly different from each other according to these tests. It is possible that the anxiety score for the ability attribution would be significantly higher than the environment attribution as well, but it is difficult to infer anything meaningful about the environmental attribution, because so few respondents fell into category A2. Both the ANOVA and the Tukey-Kramer Paired Comparison Test assume that the data being analyzed is normally distributed with equal variance. [Rice, 1995] Since this is not necessarily the case here, it is prudent to bolster these findings using some non-parametric methods. A Kruskal-Wallis Test was performed on the data to determine if there existed a significant difference in the median anxiety scores of categories A1, A2, A3 and A4. Let j]Ak be the median anxiety score of attributional style Ak. The difference is indeed significant as we can see in table 6. With p < 0.05, the median anxiety scores are different at a confidence level greater than 95%. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 56. 45 Table 6 - Kruskal-Wallis Test Results Category N Median Ave Rank Z A1 58 6.500 61 .0 -3 .50 A2 5 7 .000 70 .2 -0 .35 A3 48 7 .050 74 .4 -0.49 A4 42 8.400 102 .9 4 .45 Overall 153 77 .0 H = 22.26 DF = 3 P = 0 .000 H = 22.27 DF = 3 P = 0.000 (adjusted for ties) As is the case with the ANOVA, this tells us that there is a significant difference between at least two of the categories, but it does not give us information as to which of the categories are different. Thus Mann-Whitney Tests were conducted on pairs of attributional styles. Again, no meaningful information could be inferred about category A2, since so few respondents fell into that category. The results regarding the other attributional styles however, were more definitive than those from the ANOVA and Tukey-Kramer tests. The relevant results are given in table 7. Table 7 - Mann-Whitney Test results Mann-Whitney Test and Cl: A3, A1 A3 N = 48 Median = 7.050 A1 N = 58 Median = 6.500 Point estimate for rjA3 - rjA1 is 0.600 90.0 Percent Cl for rjA3 - r/A1 is (-0.000,1.299) W = 2837.5 Test of r]A3 = rjA1 vs rjA3 > rjA1 is significant at 0.043 9 The test is significant at 0.0438 (adjusted for ties) Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 57. 46 Table 7 (continued) - Mann-Whitney Test results Mann-Whitney Test and Cl: A4, A3 A4 N = 42 Median = 8.400 A3 N = 48 Median = 7.050 Point estimate for r]Ai - rjA3 is 1.528 90.0 Percent Cl for T]A4: - i]A3 is (0.722,2.300) W = 2313.0 Test of /7a4 = ?7a3 v s rjAi > rjA3 is significant at 0.0006 The test is significant at 0.0006 (adjusted for ties) Thus ?7ai < 77A3 is shown with a 5% level of significance. The results for the other relationship are stronger, and show that tja3 < 77A4 is true at a better than 1% level of significance. Recall that the hypothesis of this phase of the study was that Pai < pa2 < pa3 < P-A4- This relationship is true for the medians of the anxiety scores for every attributional style that was large enough to yield useful results. It is reasonable to conclude that the Mann-Whitney and Kruskal-Wallis tests give better information in this situation because they do not assume any underlying distributions on the data and, the Mann-Whitney allows one-sided tests as well as two-sided tests. In addition, testing for results with respect to the median rather than the mean makes the results less sensitive to outliers. Two-sample t-tests were conducted to determine if this relationship could be demonstrated with regard to the means of the anxiety scores for each of the attributional styles using one-tailed tests. The results were similar to the results from the Mann-Whitney and Kruskal-Wallis tests. Once more, nothing meaningful could be determined regarding the environmental attribution, Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 58. 47 category A2, but the hypothesis was otherwise supported by these tests with respect to the other attributional styles as is shown in tables 8 and 9. Table 8 - Results of two-sample t-test assuming unequal variance, A1 vs. A3 A1 A3 Mean 6.47 7.04 Variance 3.48 3.39 Observations 58 48 Hypothesized Mean Difference 0 df 101 tStat -1.57 P(T<=t) one-tail 0.06 t Critical one-tail 1.66 P(T<=t) two-tail 0.12 t Critical two-tail 1.98 Here, using a one-tailed test, since p « 0.06 < 0.10 we can reject the null hypothesis that pAi = pa3 and accept the alternate hypothesis that ^Ai < pA3 at a level of significance less than 10%. The result that p,A3 < |aA4 is much stronger and can be accepted at a better than 1% level of significance. Table 9 - Results of two-sample t-test assuming unequal variance, A3 vs. A4 A3 A4 Mean 7.04 8.61 Variance 3.39 5.48 Observations 48 42 Hypothesized Mean Difference 0 df 78 tStat -3.5 P(T<=t) one-tail 0.0004 t Critical one-tail 1.66 P(T<=t) two-tail 0.0008 t Critical two-tail 1.99 Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 59. 48 The hypothesis of phase one of the study is therefore verified up to the limitations of the data. That is, jmi < pa3 < pa4 at a 10% or better level of significance. Developing an attributional model for mathematics anxiety To further explore this relationship; the failure scores from the MAS were compared to a, the anxiety score from the Phobos Inventory, for all 193 respondents. The main effects plot is shown in figure 3, below. It shows the mean value of a for each value of the four scores, F-EF, F-EN, F-T and F-A from the MAS, plotted against that value. Examining this figure, there appears to be little relationship between the scores F-EF and F-EN and the anxiety scores. The scores F-T and F-A however, appear to have linear relationship with a, with the correlation appearing stronger with respect to F-A. Figure 3 - The Main Effects Plot F-EF F-EN F-T F-A a v e 2? 10.0 8 'T) 8.5 to o ■5 7.0 o - © < 4.0 <5.0 1.01.0 4.5 2.0 5.0 1.0 MAS SCORES Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 60. 49 The correlation coefficients further support this observation. As is evident in table 10, the correlation coefficient increases as we progress from the scores related to the attributional styles associated with reactance to those related to helplessness. Thus, the more likely an attributional style is to have a helplessness response, the more closely the related MAS score correlates with the mathematics anxiety score. The correlation coefficient p .53 between a and F-A indicates a fairly strong relationship considering the self-reporting nature of the data at hand. Table 10 - Correlation Coefficients MAS Score Correlation coefficient with anxiety score, a F-EF 0.028678 F-EN 0.181144 F-T 0.397659 F-A 0.530908 An attempt was made, using linear regressions to find a function that would model a in terms of F-A, F-T, F-EN and F-EF. The initial attempt, involving all four of these factors is shown in table 11. This model is significant at a confidence level of at least 99%, given that the value of “Significance P « 3.90 x 10 ~9 < 0.01. The value of “Adjusted R2” ^ 0.29 is again acceptable given the nature of the data. A better model is possible however. The large P-values for F-EN and F-EF as well as the small values of the coefficients of these variables indicate that these factors contribute little to the model. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 61. 50 Table 11 - Linear regression, or as a function of F-A, F-T, F-EN and F-EF Regression Statistics Multiple R 0.550 R Square 0.302 Adj. R Square 0.287 Standard Error 1.815 Observations 193 ANOVA df SS MS F Significance F Regression 4 268.13 67.03 20.34 6.15 x 10 ~14 Residual 188 619.62 3.30 Total 192 887.75 Coefficients Standard Error tStat P-value Intercept 2.110 0.895 2.357 0.019 F-A 1.045 0.169 6.179 3.90 x 10 ~9 F-T 0.539 0.271 1.990 0.048 F-EN 0.096 0.218 0.442 0.659 F-EF -0.117 0.151 -0.772 0.441 Other models were tried. The significance of interactions, (factors such as F-A x F-T) was tested as was the significance of quadratic factors such as (F-A)2. None of these made a significant contribution to the model. The model based on just F-A and F-T was the best fit and is shown in table 12. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 62. 51 Table 12 - Linear regression, a as a function of F-A and F-T Regression Statistics Multiple R 0.547 R Square 0.299 Adj. R Square 0.292 Standard Error 1.809 Observations 193 ANOVA df SS MS F Significance F Regression 2 265.796 132.898 40.599 2.09 x 1 0 ~ 1b Residual 190 621.951 3.273 Total 192 887.747 Coefficients Standard Error tStat P-value Intercept 1.917 0.776 2.471 0.014 F-A 1.043 0.168 6.190 3.63 x 10 ~9 F-T 0.556 0.255 2.181 0.030 Thus, in addition to the relationships noted above, there is a model describing a that is based upon the scores for the two attributions, ability and task difficulty, that lead to a helplessness response. Recall that the other two attributional styles, effort and environment, lead to reactance rather than helplessness. or = 1.917 + 1.043(F-A) + 0.556(F-T) + e It may be possible to use this model to predict mathematics anxiety. It is interesting that F-EF, the score for the effort attribution, does not correlate with the anxiety score and that it contributes little to the model of a in table 11. One might expect to find a strong negative correlation between F-EF and a since the effort attribution leads to high reactance rather than helplessness. That this is not the case is an interesting question warranting Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 63. 52 further research. Recall that intrapersistent subjects, who attribute failure to lack of effort, expect success rather than failure on future tasks. [Dor-Shav & Mikulincer, 1992] It is therefore possible that their attributions regarding failure have little effect on their overall attitudes about mathematics and on their level of mathematics anxiety in particular. Oaks mentions a phenomenon that is another possible explanation. When students become convinced that they cannot succeed at mathematics, they avoid working at it. This allows a student to blame failure on lack of effort, allowing him or her save face. [Oaks, 1989] Oaks proceeds to quote a student who explains her feelings on the matter. When I feel myself starting to slip, I put up the books because I don’t want to slip and I’m scared. It’s easier to put up the books because then you say, “Well, I didn’t study, and I got this bad grade. But it’s O. K. because l didn’t study and I didn’t deserve it anyway.” But that little fear of “I studied; I tried and look at my grade” is scary. I’m scared that if I do open the book and I do try to study, that I’m not going to get it and that I’m going to be a failure anyway. You don’t want to find out that that you’re stupid and you couldn’t handle it. [Oaks, 1989, pg. 199] Students in this situation may have inflated F-EF scores, masking a relationship between a and F-EF that would otherwise be discernable. Phase 2: The Interventional Part of the Study In phase 2 of the study students in an experimental group were exposed to an intervention designed to lessen helplessness responses. There were thirty- six students in the experimental group and twenty-seven in the comparison group who responded to both the pre-intervention questionnaire and the post­ intervention questionnaire. Recall that the hypothesis of this phase of the study Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 64. 53 was that although the intervention was designed to lessen a helplessness response, there would be a corresponding decrease in the mathematics anxiety score, a of the students in the experimental group. There was also a tacit assumption that the scores of the students in the comparison group would not change. Neither of these things happened. For the experimental group, there was no discernable change in a at all, much less a statistically significant one. There was also no significant change in any of the failure scores from the MAS. These facts were established using a paired two-sample t-test for means. The results for the experimental group are summarized in table 13. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 65. 54 Table 13 - Results of the paired, two-sample t-test for means comparing pre and post intervention values for the experimental group. Pre anx Postanx Pre F-EF Post F-EF Pre F-EN Post F-EN Mean 7.53 7.55 3.57 3.60 2.68 2.78 Variance 3.84 4.31 0.74 0.80 0.35 0.38 Observations 36 36 36 36 36 36 Pearson Correlation 0.74 0.55 0.59 Hypothesized Mean Diff. 0 0 0 df 35 35 35 tStat -0.08 -0.17 -1.07 P(T<=t) one-tail 0.47 0.43 0.15 t Critical one-tail 1.69 1.69 1.69 P(T<=t) two-tail 0.94 0.87 0.29 t Critical two-tail 2.03 2.03 2.03 Pre F-T Post F-T Pre F-A Post F-A Mean 3.63 3.55 3.41 3.42 Variance 0.34 0.40 0.75 0.80 Observations 36 36 36 36 Pearson Correlation 0.62 0.83 Hypothesized Mean Diff. 0 0 df 35 35 tStat 0.81 -0.08 P(T<=t) one-tail 0.21 0.47 t Critical one-tail 1.69 1.69 P(T<=t) two-tail 0.42 0.94 t Critical two-tail 2.03 2.03 Hembree (1990) did an overview of research done on mathematics anxiety and noted that whole-class interventions were not effective in the treatment of mathematics anxiety. Phase two of this study may be another example in support of Hembree’s findings. However, examining the data for the comparison group, as shown in table 14, gives us another possible explanation. Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 66. 55 Table 14 - Results of the paired, two-sample t-test for means comparing pre and post intervention values for the comparison group Pre anx Postanx Pre F-EF Post F-EF Pre F-EN Post F-EN Mean 6.96 7.61 3.17 3.56 2.64 2.68 Variance 3.02 5.93 0.69 0.65 0.42 0.39 Observations 27 27 27 27 27 27 Pearson Correlation 0.73 0.77 0.35 Hypothesized Mean Difference 0 0 0 df 26 26 26 tStat -2.00 -3.63 -0.26 P(T<=t) one-tail 0.03 0.00006 0.40 t Critical one-tail 1.71 1.71 1.71 P(T<=t) two-tail 0.06 0.0012 0.79 t Critical two-tail 2.06 2.06 2.06 Pre F-T Post F-T Pre F-A Post F-A Mean 3.46 3.69 2.88 3.20 Variance 0.23 0.34 0.57 0.78 Observations 27 27 27 27 Pearson Correlation 0.50 0.68 Hypothesized Mean Difference 0 0 df 26 26 t Stat -2.14 -2.54 P(T<=t) one-tail 0.02 0.01 t Critical one-tail 1.71 1.71 P(T<=t) two-tail 0.04 0.02 t Critical two-tail 2,06 2.06 Notice that there is a statistically significant increase between the pre and post intervention values of a, F-A, F-T and F-EF. For the one-tailed tests, all these results are significant at a level of 5% or better. For the two-tailed tests, the increases in F-A, F-T and F-EF are significant at the 5% level, while the increase in a is significant at the 10% level. One possible explanation for this is that an increase in anxiety is normal at the end of a semester. The corresponding increases in F-A and F-T are consistent with this according to the linear Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 67. regression model given in table 12, and although an increase in F-EF might be suspected of relating to a decrease in a, the regression models did not support that fact. Verifying that an increase in mathematics anxiety is normal over the course of a semester is an obvious subject for further research. If this is indeed the case, these results would seem to indicate that the intervention was successful in preventing a normally occurring increase in mathematics anxiety. Further research should be done to verify this assumption. If such an increase in mathematics anxiety is normal, it might be fruitful to revisit some of the studies reviewed by Hembree. Treatments that appeared to be ineffective in treating mathematics anxiety may have, in actuality had a significant preventative effect. Conclusions This study has shown a relationship between mathematics anxiety and learned helplessness. Separating students into attributional styles showed that, with the exception of the one style for which there was insufficient data, as the likelihood of a helplessness response increased, the mean and median mathematics anxiety score of that group would increase as well. A regression model was developed that predicted the mathematics anxiety score as a function of the two attribution scores most closely related to helplessness. It also appears that an intervention aimed at lessening helplessness responses prevented a normal increase in mathematics anxiety. To summarize the findings, in the correlational phase of the study, the respondents were separated into four attributional styles. Category A1 consisted Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.
  • 68. 57 of those who tend to attribute failure to lack of effort. Categories A2, A3 and A4 contained the respondents who tend to attribute failure in mathematics to environmental factors, task difficulty and lack of ability respectively. Attribution Theory tells us that the likelihood that a respondent would experience a helplessness response should increase as the index increases. It was therefore predicted that the mean mathematics anxiety score of each of these categories would also increase as the index increases. That is, |M 1 < HA2 < PA3 < M-A4- This was established up to the limitations of the data. Nothing could be inferred about category A2, because too few respondents fell into that category. With that exception there was significant evidence that this relationship exists, and so, PA1 < PA3 < HA4 was shown with a better than 10% level of significance. This was further supported by non-parametric methods. This relationship holds true for the medians of these categories as well as the means. Thus the relationship, T]A1 < T1A3 < T1A4 was established with a better than 5% level of significance. It was also shown that the scores generated by the Mathematics Attribution Scale could be used to model a, the mathematics anxiety score generated by the Phobos Inventory. The scores most closely related to helplessness, F-A and F-T, measuring the likelihood that a respondent would attribute failure in mathematics to lack of ability and task difficulty were the only scores that had a significant effect on the model and so, Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.