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Progression and Transfer of the Mathematical Modelling Perspective in Junior Secondary Mathematics: The Integrated Unit on Functions and Equations as a Case Study

Xi Yang Corresponding author

Abstract

The mathematical modelling perspective is one of the places where school mathematics meets the world beyond the classroom. Yet modelling tasks in many junior secondary classrooms are still compressed into a familiar routine: read the problem, write an expression, and calculate an answer. Students may handle familiar exercises without being able to state the assumptions behind a model, judge whether a result is credible, or decide how the model should change when a condition is altered. To address this fragmentation, the present study draws on a literature review, content analysis, and design research to describe modelling as five connected phases: identifying, constructing, interpreting, validating and revising, and transferring a model. Using the integrated unit on functions and equations, the paper reorganizes related content and proposes tasks that place different models in the same context, carry one model across contexts, vary constraints, infer relationships from data, and compare competing models. The aim is to help students attend to mathematical structure rather than remember only surface-level problem types. Assessment is organized around five dimensions and four developmental levels, with evidence drawn from worksheets, classroom explanations, modelling products, transfer tasks, and reflective notes. The outcome is a design framework rather than evidence of instructional effectiveness. Its practical value lies in making assumptions, domains of applicability, and transfer visible in unit goals, classroom tasks, homework, and assessment, while leaving the framework open to subsequent classroom testing and revision.

Keywords

mathematical modelling perspective; integrated-unit instruction; learning progression; model transfer; functions and equations

References

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