Definitions and Models of Statistical Literacy A Literature Review
Definitions and Models of Statistical Literacy A Literature Review
Definitions and Models of Statistical Literacy A Literature Review
Sashi Sharma
To cite this article: Sashi Sharma (2017) Definitions and models of statistical literacy:
a literature review, Open Review of Educational Research, 4:1, 118-133, DOI:
10.1080/23265507.2017.1354313
Introduction
Getting outside during the summer holiday is key to happiness. (NZ Times, 11 November,
2013)
Kids who watch ‘Sesame Street’ do better in school (money.cnn.com/2015/06/ … /sesame-
street-prepare-kids-for-school-study/, 8 June 2015)
In our data-driven technological society, the need to understand and to apply statistical
literacy is paramount across all walks of life (Gal, 2004; Galesic & Garcia-Retamero, 2010; Gio-
vannini, 2008; Schield, 2010; Watson, 2014). Challenging statements and research reports
such as above regularly appear in media reports and the basis for decision-making
should be statistics rather than feelings and beliefs (Frost, 2013; Ingram, 2015; Tishkovskaya
& Lancaster, 2012). For instance, citizens need to understand that headlines such as above
were determined from a sample of the population under study and the conclusions may be
subject to confounding variables and sampling error. Indeed, citizens without statistical lit-
eracy may not be able to discriminate between credible and incredible information and will
have difficulty in interpreting, critically evaluating and communicating reactions to such
messages (English & Watson, 2016b; Gal, 2004; Galesic & Garcia-Retamero, 2010).
The importance of statistics in everyday life and work place has led to calls for an
increased attention to statistical literacy in the mathematics curriculum. Professional
organisations such as the National Council of Teachers of Mathematics (2000) in the United
States and the New Zealand curriculum document (Ministry of Education, 2007) promote a
critical perspective towards statistics. Franklin et al. (2007, p. 1) write that ‘Every high-school
with the requirements of citizenship, employment, and family and to be prepared for a
healthy, happy, and productive life’. Additionally, schools are being asked to prepare stu-
dents to be flexible thinkers, to be lifelong learners, and to manage complexities of an uncer-
tain world (Ministry of Education, 2007; Watson, 2006). Having a good grasp of social
statistics can help citizens deal with a complex array of issues and participate actively in
public debates and assert their rights (English & Watson, 2016b). Statistical literacy is
especially important in a digital age where students are constantly presented with statistics
from a variety of competing sources (Frost, 2013).
Leading statistics educators such as Garfield and Ben-Zvi (2009) claim that despite the
widespread emphasis on reform in the learning and teaching of statistics, statistics edu-
cation is still viewed as an emerging and challenging discipline, when compared to
other learning areas. Tishkovskaya and Lancaster (2010) argue that teaching statistics is
challenging because it serves students with varying backgrounds and abilities, some of
whom may have had negative experiences with statistics. Another reason could be that
statistics education in schools focuses on the procedural and computational aspects of
statistics rather than on developing conceptual understanding (Shaughnessy, 2007). The
traditional emphasis on skills development has resulted in many students not being
able to think or reason statistically and led to the call for statistics education to focus
on statistical thinking and literacy (Moore, 1997). According to Jacobe, Foti, and Whitaker
(2014), with increased expectation for teaching statistics comes the demand for tools to
properly assess the conceptual understanding of learners of statistics. However, most
large-scale assessments still emphasise procedures. There is a need to measure current
understanding in relation to expectations set forth by curriculum documents.
Moreover, there is a lack of a clear definition of statistical literacy. Statistics educators,
statisticians and researchers around the world have not reached a consensus (English,
2013; Kaplan & Thorpe, 2010; Ridgway, Nicholson, & McCusker, 2011; Schield, 2010) and
hence numerous definitions of statistical literacy abound.
The purpose of this article is to review literature related to statistical literacy. The article
begins by considering some definitions of statistical literacy. The next section describes
some research-based statistical literacy frameworks. The final section offers suggestions
for teaching and further inquiry.
professional and personal decisions’. We see in Wallman’s (1993) definition both a personal
and a societal need for our students to develop statistical literacy skills. Callingham (2007)
claims that such a definition requires that students must develop not only the mathematical
skills required to understand statistical information, but also an appreciation of the social
context in which the data are set. Chick, Pfannkuch, and Watson (2005) describe statistical
literacy as ‘transnumerative thinking’ where students will be able to make sense of and use
different representations of data to make sense of the world around them.
According to Garfield, delMas, and Zieffler (2010), statistical literacy involves under-
standing and using the basic language and tools of statistics: knowing what basic statisti-
cal terms mean, understanding the use of simple statistical symbols and recognising and
being able to interpret different representations of data. They distinguish statistical lit-
eracy, statistical reasoning and statistical thinking by examining the types of words that
are useful in assessing the outcomes for these terms. They use words such as critique,
evaluate and generalise for statistical thinking (highest levels of Bloom’s taxonomy) and
terms such as describe, interpret and read for statistical literacy. However, when elaborat-
ing their list, they write that an assessment in statistical literacy might include such terms
as student interpretation and critique of selected news articles and media graphs as well as
items pertaining to basic terms and vocabulary.
Gal (2004, p. 49) defines statistical literacy as
people’s ability to interpret and critically evaluate statistical information, data-related argu-
ments … to discuss or communicate their reactionsto … statiscal information, such as their
understanding of the meaning of the information, their opinions about the implications of
this information, or their concerns regarding the acceptability of given conclusions.
In the classroom, students should be able to interpret results from studies and media
reports, be able to pose critical and reflective questions about those reports and commu-
nicate reactions where required. Even if students do not perform a study, understanding
statistics can help them assess the quality of other studies and the validity of their findings.
Watson (2006) sees statistical literacy as the ‘meeting point of the chance and data curri-
culum and the everyday world, where encounters involve unrehearsed contexts and spon-
taneous decision-making based on the ability to apply statistical tools, general contextual
knowledge, and critical literacy skills’ (p. 11). For Watson (2006) and Gal (2004), questioning
claims in social contexts such as media reports is fundamental to statistical literacy.
Clearly, the type of statistical literacy that Gal (2004) and Watson (2006) identify is differ-
ent from just being able to read and evaluate data and graphs. From the definitions of stat-
istical literacy provided by Gal and Watson, a number of aspects entwine to create a
complex construct. The emphasis on cognitive skills, contextual understanding, disposi-
tions and critical thinking may present a challenge for teaching and assessment. A frame-
work has to be identified to provide information about the development of cognitive skills
including critical thinking and dispositions.
represent the features of statistical literacy discussed in the previous section. The first fra-
mework is from Gal’s (2004) research into the understanding of statistics by adults. The
second model is the Statistical Literacy Construct from Watson and Callingham (2003).
The third framework comes from Sharma, Doyle, Shandil, and Talakia’atu (2011) collabora-
tive study.
Furthermore, Gal adds that critical evaluation of statistical information (after it has been
understood and interpreted) depends on additional elements as well, the ability to
access critical questions and to activate a critical stance. He adds that some of these
elements are held in common with literacy and numeracy, whereas others are unique
to statistical literacy. Gal writes that the components and elements in the model should
not be viewed as fixed and separate entities but as a context-dependent, dynamic set
of knowledge and dispositions that together produce statistically literate behaviour.
According to Gal (2004), a model of statistical literacy not only focuses on aspects
necessary to establish an awareness of data and critical thinking that must take place in
order to consume data, but also focuses on the dispositional aspects of statistical literacy,
a form of enquiry and action that an individual takes as a result of processing the infor-
mation. He also examines how these knowledge bases can interact with a person’s dispo-
sitions, beliefs and attitudes towards data and statistics in general. For Gal, the dispositions
or associated attitudes and beliefs motivate citizens to be critical thinkers with statistics.
The dispositional elements of statistical literacy skills recognise that students should
adopt a critical attitude to information at all times and become professional noticers. He
questioned the tacit assumption that students who learn to process data can transfer
these skills to interpreting and critically evaluating statistical information. This is consistent
with Shaughnessy (2007) who writes that although there are some overlaps between Gal’s
model of statistical literacy and Wild and Pfannkuch’s model (1999) of statistical thinking,
they are focused on different constructs, what adults need to be able to do in reading con-
texts versus statistical activity. According to Gal (2004), reading contexts emerge when
people are at home and watching television or reading newspapers or shopping or parti-
cipating in community activities. Gal points out that when a true level of statistical literacy
has been reached, it allows the individual to take the knowledge bases and critical thinking
skills that have been accumulated and apply them on their own to the statistical infor-
mation they encounter in everyday life and workplace.
122 S. SHARMA
Moreover, Gal adds that anyone who lacks the skills discussed above is functionally
illiterate as a productive worker, an informed consumer or a responsible citizen.
Batanero (2002) suggests that while Gal’s model can be useful at a macro level of
analysis for understanding what statistical literacy involves and to help policy-makers
to take decisions about the big ideas that should be taught at different curriculum
levels, we need specific micro-level models that can be used to analyse statistical
concepts.
been identified from data which were gathered under test conditions, and the issue of pro-
viding assessment as part of normal classroom setting remains. The next framework pro-
vides information that will allow valid inferences to be made about students’
understanding regardless of the context of the assessment task.
In preparing for the teaching experiment, the research team conducted whole-class
performance assessments with two groups of year-9 from the same school in which the
team planned to work. The assessment was undertaken by students in normal class-
room settings rather than under test conditions. The instrument consisted of eight
tasks, each with a series of questions. Four questions are used to discuss the stages
in the framework.
Question 1 displayed information about children’s favourite junk foods in a bar graph. It
required students to read information from the graph to explaining their responses and
asking worry questions.
In the comparing temperatures task (Question 2), students had to compare the temp-
eratures in Auckland and Wellington and provide some explanations about how the temp-
eratures change. They had to question how and why the data were collected and to think
of the meaning within its context.
Question 3, called the race, was set in the context of a championship. It addressed
aspects of measures of centre and statistical variation. The open-ended question required
students to make a choice using data provided in the form of a table and provide expla-
nations for the choice.
Question 4 used the context of an advertisement involving Wonder Gel. Such state-
ments are prolific in the media; students were expected to think statistically and critically
evaluate the statement and communicate their thinking in writing.
(a) What junk food did children say was their favourite junk food? Explain your thinking.
(b) What other information would you like before you can make decisions based on the
graph? Explain your thinking.
Day 1 2 3 4 5 6
Wellington temperature oC 15 16 12 10 13 10
Auckland temperature oC 18 13 16 15 19 20
Day 7 8 9 10 11 12
Wellington temperature oC 13 15 9 13 8 12
Auckland temperature oC 13 11 15 15 16 15
Which girl would you select for the championships and why?
What questions would you have about this advertisement? Explain your thinking.
The framework is based on the Watson and Callingham’s (2003) and Watson’s (2006) stat-
istical literacy construct that included six levels. The six levels identified by Watson have
been reduced to four stages. Students can exhibit the stages at any curriculum level.
The boundaries between the stages are not hard edges but rather provide a set of
stages that give a convenient way of describing changes as students progress to higher
levels of thinking. The aim is to furnish teachers with a tool that can be used to scaffold
and assess students’ statistical literacy constructs.
The four stages are the following.
. There is only an informal engagement with context, often reflecting intuitive non-stat-
istical ideas and beliefs.
126 S. SHARMA
. Due to reading or writing difficulty, students are unable to explain their thinking and
often guess answers. With respect to statistical terminology, students provide
random or inappropriate explanations. When making inferences, students focus on ima-
ginative story telling or inappropriate aspects. Students use subjective reasoning to
describe measures of centre or spread of data.
. Questions asked are not based on the data or focused on irrelevant contextual issues.
. Students are successful at some basic table and graph reading, as these require under-
standing of single elements and basic one-step straightforward reading.
. Students focus on a single relevant aspect or attempt to attend to one or more relevant
aspects of the data but have difficulty in integrating the aspects.
. Appropriate but non-critical engagement with context.
. Accurate use of statistical skills associated with simple statistics and graph
characteristics.
. Single or partially correct comparisons made within a data table or graph.
. General or single statements made about the data collection methods and validity of
findings with no reference to context.
. Questions asked are valid but based on one aspect of data.
. There is an understanding of the purpose of the data, data displays, measures of centre
and inferences made. There is a critical evaluation of data collection methods, choice of
measures and validity of findings that shows appreciation of variation and the need for
uncertainty in making predictions.
. Sophisticated statistical and mathematical skills are associated with success at this
stage, especially in media contexts.
. There is the ability to interpret subtle aspects of language.
. Questions asked are based on relevant features of the data and the context using mul-
tiple perspectives.
The next section illustrates the levels of students’ statistical understanding as they
engaged with the above questions. Student explanations and questions are mapped
onto the Statistical Literacy Framework. The four stages, although examined separately
in the framework, are closely linked. For example, the ability to analyse and interpret
data builds on the ability to read data displays.
At stages 0/1, the students were able to extract point information from the bar graph
(Question 1: favourite junk food was ice cream) and tables (Question 3: choose Rita
because she has the highest). The students could find information by directly looking at
the data display or comparing the data locally. However, there was no consideration of
the context or data as a distribution. Random or no explanations or questions are likely
to indicate reading/writing difficulties, as the explanations could be lengthy and structu-
rally complex. So, students used random phrases such as They both cold. The response, ice
cream because ice cream is sweet indicates lack of engagement with the problem context
and use of non-statistical reasoning. This misinterpretation of the task may be related to
the belief that the children like sweet junk food rather than survey students about favour-
ite junk food. When asking questions, students focus on inappropriate or idiosyncratic
aspects, for example, the question: Why do we have to select girls can’t it be mixed? may
be related to classroom activities where teachers use mixed ability grouping rather than
focus on selecting a student for the championship (Question 3).
Questions asked reproduce the words used in the task, for example,
How many children don’t like ice cream? What time of the year were these recorded?
The response also indicates a link to literacy skills for some students and the possible
issues of reading a scenario.
At stage 2, responses indicate that statistical and literacy skills are sufficient for the
problem to be understood but explanations focus on single features of data display or
measures of centre, such as Yes, the mean temperature of Auckland is 15.5C while the
mean temperature of Wellington is 12C without considering the need to integrate variability
or context. Hence, it is not just knowing curriculum-based formulas such as add them up
and divide by total number of values but integrating these with an understanding of the
increasingly sophisticated settings within which questions arise.
At this stage, questions asked are likely to detect the critical features for representative-
ness or bias. For instance, How many children were involved in the survey? is judged as an
appropriate question in this question because sample size can influence validity of findings.
At stage 3, students start to appreciate many contexts, although they cannot go further
to explain/question data. In terms of questioning the Wonder gel (Question 4), students
128 S. SHARMA
present sample size, representativeness and random ideas such as How many hairstylists
were surveyed? Was the survey random or systematic? Was the survey representative of all
hairstylists? However, there is no evidence of integrating the statistical and contextual
information.
At the top stage of the statistical literacy framework, students demonstrate critical
thinking skills associated with sampling, measures of centre and data display. As men-
tioned previously, sophisticated statistical and higher order skills are associated with
success at stage 4, especially in media contexts. For the junk food question, students
are likely to suggest random methods or random methods combined with representation
such as 100 boys and 100 girls picked at random.
Other frameworks
The three frameworks discussed previously are by no means the only frameworks available
for describing statistical thinking or statistical literacy. Wild and Pfannkuch (1999) have
developed a model for statistical thinking which built upon statistics education literature
as well as interviews with statisticians and undergraduate students. The researchers have
identified four dimensions: an investigative cycle, types of thinking, an interrogative cycle
and dispositions. The investigative cycle or PPDAC cycle (problem, plan, data, analysis and
conclusion) describes the process of statistical investigation.
Wild and Pfannkuch’s second dimension states that there are five fundamental types of
statistical thinking: recognition of the need for data transnumeration (or using different
representations of data to give better understanding), understanding variation, using stat-
istical models and integrating the statistical with the contextual (Wild & Pfannkuch, 1999).
The interrogative cycles (generate, seek, interpret, criticise and judge) describe the think-
ing process that statisticians use when dealing with the problem and the data. Finally, Wild
and Pfannkuch describe the dispositions that statisticians require for statistical problem-
solving. Wild and Pfannkuch’s dimensions are non-hierarchical and non-linear, however,
the investigative cycle and the interrogative cycle are sequential.
Wild and Pfannkuch’s (1999) dispositions components are scepticism, imagination, curi-
osity, awareness, openness, propensity to seek deeper meaning, being logical, being engaged
and persevering. Under scepticism, Wild and Pfannkuch see the need to ‘adopt a critical
eye’. Although some of the statisticians that Wild and Pfannkuch researched believed
that the dispositions could not be taught, Wild and Pfannkuch describe how the investi-
gative cycle and the interrogative cycle, for example, can be used as thinking tools
prompting students to address certain issues.
While the Watson and Callingham’s (2003) and Sharma et al.’s (2011) frameworks come
out of the work of statistics educators working in classrooms with students, the Wild and
Pfannkuch (1999) framework comes from the researchers researching from the statis-
tician’s viewpoint and looking at what statisticians believe they do. Wild and Pfannkuch
do not attempt to describe the progression or development in statistical literacy or the
development of statistical concepts in students but rather outline what statisticians actu-
ally do. The focus is on describing a much wider framework for statistical thinking. This was
clearly not the intention of the researchers. Wild and Pfannkuch do not see statistical
thinking or statistical literacy as separate entities but rather that there is ‘holistic thinking
informed by statistical elements’ (1999, p. 244).
OPEN REVIEW OF EDUCATIONAL RESEARCH 129
Reading (2002) suggests ‘profile for statistical understanding’ based on the SOLO tax-
onomy across five areas of statistics: data collection; data tabulation and representation;
data reduction; probability; and interpretation and inference. Jones et al. (2000) developed
a framework for characterising children’s statistical thinking. The framework provides a
coherent picture of young children’s thinking and their cognitive knowledge. The frame-
work has four levels of thinking across four key constructs.
The GAISE framework (Franklin et al., 2007) identifies three levels of statistical develop-
ment (levels A, B and C) that students from K to 12 progress through in order to develop
statistical understanding. Grade ranges for these levels are not specified; however, ideally
levels A, B and C would correspond with elementary (Grades K-5/Ages 5–11), middle
(Grades 6–8/Ages 12–14) and high school (Grades 9–12/Ages 15–18). These frameworks
do not specifically mention statistical literacy, although they are similar to the hierarchical
framework of Watson and Callingham (2003).
be used as a basis for individual interviews with students where the teacher might inter-
vene with additional questions such as who did the survey when students are unsure of
their responses. It is also possible to integrate tasks like these with classroom activities.
The tasks may be motivating to use with groups of students. Group responses could be
assessed directly or used as a basis of classroom discussion or debate about the validity
of statements. This could lead to an extended discussion about becoming critical consu-
mers of information in the media.
While researchers have investigated students’ cognitive development in statistical lit-
eracy (Watson, 2006; Watson & Callingham, 2003), few have explicitly investigated the
associated dispositional component (motivation beliefs and attitudes) that affects or sup-
ports statistically literate behaviour. Ingram (2015) and Panksepp (2003) state that many
higher order cognitive abilities co-evolve with corresponding affective processes. Gal
(2004) explains that development of research methods in this area is crucial for under-
standing the forces that shape statistically literate behaviour in diverse contexts. Accord-
ing to Gal, changes in dispositions can be measured as part of evaluating the impact of
educational interventions aimed at improving statistical literacy of all walks of life.
Research questions could include:
What are the student attitudes and motivation towards statistical literacy and the way we can
teach it?
From the above ideas, it is essential to place emphasis on issues that adults may have to
cope with as consumers of statistics and the implications for needed knowledge and edu-
cational experience. Like Gal (2004), I believe that attention to real-world demands should
be part of the consideration that guides what gets taught, assessed and valued in the stat-
istics classroom. The emphasis on critical thinking and contextual understanding,
however, can present challenges for teaching and assessment (Garfield & Ben-Zvi, 2009;
Shaughnessy, 2007; Watson, 2006). To assist teachers, a framework must be identified
that will provide information about the cognitive skills, including critical thinking in socially
based curriculum approaches. I believe that such a framework is likely to be dynamic in
nature and can be viewed as a developmental sequence. This means that prior knowledge
and experiences will influence current understanding and lead to the development of
more complex statistical literacy constructs.
Existing classroom schemes of work tend to focus more on generating data rather
than on interpreting or evaluating other studies or reports. The focus is on students
going through the statistical inquiry cycle. School textbooks may also play a central
role in statistics classroom to help students develop statistical skills and techniques.
Students are expected to be able to work through the exercises by themselves with
the teacher available to help them. In light of changed curriculum expectations and
extended social expectations for statistical literacy, teachers across the different learn-
ing areas will have increased expectations placed on them in terms of appreciating
statistical literacy and how to develop it (English & Watson, 2016a; Franklin et al.,
2007; Usiskin, 2014). English (2013) claims that statistical literacy requires a long time
to develop and must begin in the earlier years of schooling. It is likely that professional
development for teachers will be needed (Pierce & Chick, 2013) if they are to assist
OPEN REVIEW OF EDUCATIONAL RESEARCH 131
their students to achieve the highest levels of statistical literacy before they leave
formal schooling.
Disclosure statement
No potential conflict of interest was reported by the author.
Notes on contributor
Sashi Sharma is a Senior Lecturer, Department of Mathematics, Science and Technology Education at
The University of Waikato. She teaches mathematics education papers in a number of programmes.
Her research interests include statistics education, language and cultural issues and teacher
education.
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