Statistical modeling processes through the lens of instrumental genesis

Digital technology is indispensable for doing and learning statistics. When technology is used in mathematics education, the learning of concepts and the development of techniques for using a digital tool are known to intertwine. So far, this intertwinement of techniques and conceptual understanding, known as instrumental genesis, has received little attention in research on technology-supported statistics education. This study focuses on instrumental genesis for statistical modeling, investigating students’ modeling processes in a digital environment called TinkerPlots. In particular, we analyzed how emerging techniques and conceptual understanding intertwined in the instrumentation schemes that 28 students (aged 14–15) develop. We identified six common instrumentation schemes and observed a two-directional intertwining of emerging techniques and conceptual understanding. Techniques for using TinkerPlots helped students to reveal context-independent patterns that fostered a conceptual shift from a model of to a model for. Vice versa, students’ conceptual understanding led to the exploration of more sophisticated digital techniques. We recommend researchers, educators, designers, and teachers involved in statistics education using digital technology to attentively consider this two-directional intertwined relationship.