3.1. Learning Situation and Context
The case study conducted for this investigation used a learning situation (LS from now on) designed by the first and the third author seeking the emergence of evidence of inquiry and modelling processes. This LS was designed to be implemented with students aged 12–13 during the first year of Compulsory Secondary Education (ESO from now on, for its Spanish acronym). The implementation took place at a school in Badalona (Catalonia, Spain) in February 2023, during the 2022–2023 school year, with 93 students, who were divided into three heterogeneous class groups (1st grade A, B, and C) of 31 students each by the management team of the educational centre at the beginning of the school year due to organisational reasons.
The school in which the LS took place covers the entire educational stage, that is, from early childhood to baccalaureate education, with different substages distributed in two separate buildings: one for kindergarten and primary education and another for secondary and baccalaureate education. The students attending the first year of ESO at the school during the 2022–2023 school year mostly lived in Badalona, and 76 of them had also studied their primary education at the same school. Therefore, most of the students were familiar with the school building for kindergarten and primary education and knew that it was placed just in front of the main building of the Badalona Museum (located in front of the schoolyard, on the sidewalk in front of Via Augusta Street). Most of the students were also familiar with the museum building and its structure, as it is an institution that offers multiple educational activities and it is very common for schools in Badalona to visit it, thus, the students had already visited the museum. More specifically, they knew that, beneath the white building of the museum, one could visit a part of the ancient Roman city of Baetulo and see sections of the cardo minor and the cardo maximus, a small section of the decumanus, as well as the building of the baths and numerous insulae that once contained shops.
In other words, the students were aware that the ancient
Baetulo extended beneath the Museum and partially beneath what is now the playground for kindergarten and primary school. Additionally, this playground is largely below the street level. As seen in
Figure 3, the Temple (blue line) and Pare Claret (red line) streets are parallel to each other and perpendicular to the sea, having a certain slope; and the schoolyard, located between these two streets, is flat (green circle). Therefore, the schoolyard is necessarily below ground level, which becomes plain from Via Augusta Street, located at the top of the slope of Temple and Pare Claret streets and which is much higher than the schoolyard, about three or four metres. Hence, it is not difficult to deduce that the Roman remains beneath the schoolyard are not at a great depth relative to this schoolyard.
Furthermore, during the 2022–2023 school year, the wall surrounding the schoolyard of the kindergarten and primary school building on Pare Claret and Via Augusta streets needed renovation. Therefore, anyone who transited near the Badalona Museum between September and November 2022 would have seen this work: how the school’s wall was covered with a construction fence and a semi-transparent green canvas, and how the old brick wall was gradually brought down to put up a new base of concrete and a wedged blue metal fence. Up to this point, the whole situation could be considered as totally realistic and authentic.
Considering the school’s situation regarding the known remains of ancient Baetulo based on what it is known of this Roman city (its location and the depth at which the Roman remains are found), the possibility of an archaeological discovery during the renovation works of the school’s wall, especially when reinforcing its foundations, was very high. The first year of ESO students had the contextual knowledge needed to realise this plausibility. Taking into consideration these conditions, the students were told that, during the building works conducted to renew the walls surrounding the building for kindergarten and primary education on Temple and Via Augusta streets, a discovery had been made while drilling the base of the wall facing Via Augusta Street. Some ceramic pieces which did not appear to be modern, but whose age and historical value could not be determined at first sight were discovered. The students were also told that, consequently, the workers on the site left the pieces where they found them and reported the discovery to the headmaster of the school, who informed the Badalona Museum as required by law. Shortly after, two archaeologists of the museum photographed, collected, cleaned, and catalogued the pieces, taking them away for some preliminary tests. The students were finally told that, after a week, the archaeologists of the museum returned to the school and handed the pieces over to the headmaster, also providing a preliminary report of the excavation and the results of some tests conducted to the objects found. Since the pieces had been found on the schoolyard and did not seem to be of a high value, the archaeologists of the museum lent them to the school for a period of three months after an initial cataloguing, so they could be exhibited at the school with the commitment to take proper care of them.
Despite the fact that this whole discovery was not true, that is, nothing was found during the works carried out at the wall surrounding the school and the foundations of that wall were never touched, the presented situation could still be considered as realistic and authentic because it was feasible to have occurred and drew a scenario, absolutely for educational purposes, close to the students’ context to which they could be interested.
Based on this supposed discovery, and taking advantage of the fact that the first year of ESO students had just been learning about the romanisation process in Catalonia during their History classes, the headmaster suggested that they could take care of the found ceramic pieces and try to investigate their origin through what they had learned and the resources the school could offer them. Therefore, the students had to take care of the pieces (as an example, they were told that the pieces could be touched only when wearing gloves) and do their best to discover from which historical period the found ceramic pieces could be and what they had originally been. Hence, the students were grouped into 18 working teams (about five students each) for a few days with the goal of uncovering all the secrets hidden in these ceramic remains, which they assumed to be discovered at the school. The different teams worked to formulate hypotheses, which were then confirmed by those formulated by the rest of the working teams in the class, and a consensus to the conducted research was reached.
It is important to remark that, to implement the LS described, the authors collaborated with archaeologists from the Badalona Museum, who provided actual Roman ceramic pieces from the 1st century A.D. which were not currently in exhibition at the museum (see
Figure 4). These pieces had sufficient observable characteristics for the students to deduce—by using their previous knowledge about Roman society and, particularly, about the ancient city of
Baetulo, or through accessible documentary sources—the period in which they were made, as well as their uses (domestic, religious, social, etc.), the social class to which their owners belonged, etc. Preliminary reports were also provided to the students, simulating the actual reports prepared by the archaeologists of the museum, with details of other contextual objects that could shed light on the origin of the ceramic pieces.
Thus, the problem–situation presented to the students used a historical and archaeological context as a basic source to promote the inquiry process and was placed in a context close to the students’ everyday lives. More specifically, since the discovery was a realistic and authentic situation which was supposed to occur in a certain place (the schoolyard) where the students played some months ago, this context made the LS potentially motivating for them and was totally aligned with our educational purposes. Finally, we must stress two preconditions for the implementation of this LS: on one hand, it was the very first time the students faced this type of activity, which represented a challenge for them; on the other hand, the students did not have knowledge of neither the inquiry nor modelling processes, therefore, they did not know the heuristics (steps, cycles) to solve this type of problem–situation.
3.3. Data Analysis
Once data were collected by the first author using the instruments mentioned in
Section 3.2, we conducted a thematic analysis, following an adaptation of the methodology of six phases proposed by Braun and Clarke [
31], as detailed in
Table 1.
We must stress that we adapted the thematic analysis proposed by the work presented in [
31] to the needs of our study, since we do not intend to discover new processes (or subprocesses) but to observe how the already known processes appeared in relation to one another. Therefore, we firstly conducted a literature review both in inquiry and modelling processes to elaborate our theoretical framework, from which we determined the a priori themes appearing in
Table 2, corresponding to the different subprocess of the inquiry and modelling processes described in
Figure 1 and
Figure 2, respectively. Since we also followed the methodology applied by the work presented in [
9], we considered it relevant to foresee similar initial codes.
Once we implemented the LS and collected the data (as described in
Section 3.2), we proceeded with the thematic analysis. To this end, we firstly transcribed the videorecorded data, read the dairy of sessions (with the notes taken by the first author), and reviewed the students’ productions (Phase 1 in
Table 1). Secondly, we assigned the codes in
Table 2 to the data collected from each of the 18 participating working groups in each stage of the LS (Phase 2 in
Table 1). In this phase, the first author proposed a first codification for the collected data and divided them into seven stages of implementation, which led us to a triangulation in the following way: first, the remaining three authors codified individually the episodes from the stages of implementation; second, we compared our codifications, achieving an agreement percentage of 91% among the four of us; and finally, we discussed our differences of codification until we reached a consensus, due to our previous experience in this type of analysis.
Thirdly, according to the characteristics of these data, there was no need of searching for new potential themes since they corresponded to the inquiry and modelling subprocesses shown in
Table 2 (Phase 3 in
Table 1). Fourthly, we compared the frequency of the codes assigned to the data collected in each stage of implementation for each working team, observing how the data fitted each theme or, in terms of our investigation, the inquiry or modelling subprocesses, according to their characterisation in the specialised literature (Phase 4 in
Table 1). Fifthly, based on the latter, we produced a general process (unifying the inquiry and modelling subprocesses), where there was no need of defining new themes, for the same reasons explained above (Phase 5 in
Table 1). Finally, we produced the report of the thematic analysis conducted, pointing out which subprocesses appeared together in the different stages of implementation and stating possible relationships and synergies among them, as intended in our investigation (Phase 6 in
Table 1).
After having conducted the thematic analysis described above on the 18 working teams of students who were involved in the LS, we selected the productions of four teams to report in this article. This selection is justified because, according to the objectives set out in this investigation, these four working teams were the most involved during the implementation of the LS and, based on the direct observations of the first author, they showed the development of inquiry and modelling subprocesses, by reasoning their steps and justifying their conclusions more clearly than the rest of working teams. Therefore, we report the analyses of: Team 3, Team 4, Team 5, and Team 8.
3.4. Example of Thematic Analysis on One Episode
We shall now exemplify how we conducted the thematic analysis on one particular episode from the implemented LS. This example corresponds to the analysis of the data collected from Team 5 during the fourth stage of implementation. As we will widely explain when presenting the results of our study, the work performed by the students during this stage consisted of the reproduction of the original sections of the ceramic piece by using geometric methods, based on the fact that the different pieces were solids of revolution.
The first author, who played a double role as researcher and support teacher, stayed along the different stages of implementation of the LS with the students, and prepared a dairy of sessions with notes written by himself (based on his direct observation), also assigned the codes shown in
Table 2 (Phase 1 in
Table 1). We must stress that we adapted the thematic analysis proposed by the work presented in [
31] to the needs of our study, since we do not intend to discover new processes (or subprocesses) but to observe how the already known processes appeared in relation to one another. Hence, we determined the a priori themes appearing in
Table 2, corresponding to the different subprocess of the inquiry and modelling processes described in
Figure 1 and
Figure 2, respectively.
Firstly, we transcribed the videorecorded data and observed the pictures taken during the corresponding session, and read the students’ productions where they described their work (Phase 1 in
Table 1). Secondly, we took the codification agreed upon for Team 5 (Phase 2 in
Table 1), which we developed starting from the following two observations:
The students wrote down the following tasks in their dairy of work during the fourth stage of implementation: “To take measures of the superior part of the pieces; to take measures of the inferior part of the pieces; to improve the questions”.
The first author wrote down the following notes in his diary of sessions during the same stage: “There are groups that realise that they need to take more than one section to measure the ceramic piece with the profilometer and write it down; they also refine the questions they posed during the first stage [of implementation], from more general to more particular questions regarding the shape of the pieces”.
After discussing these two observations, we assigned the code
Planning [I4] to the work performed by Team 5 in the fourth stage of implementation. To obtain the needed measures of the contour of the ceramic piece, the students fabricated a profilometer with cardboard and skewers, so when they pressed this instrument against one of the ceramic pieces, the piece pushed the skewers inside the cardboard and the contour of the piece remained drawn in the skewers, as shown in
Figure 5.
The procedure shown in
Figure 5 allowed the students to reproduce that contour on a paper sheet to work with later. Then, we continued with the following two observations:
The first author wrote down the following notes in his diary of sessions during the fourth stage of implementation: “The students are obtaining measures of different parts of the ceramic pieces (thickness, height, contours of the different circles that conform the sections perpendicular to the base of the piece)”.
The students wrote down the following notes in their diary of work during the same stage: “By using a piece of cardboard and some wooden skewers, we fabricated a tool that we could use to obtain the contour of the [ceramic] pieces”.
After discussing these two observations, we assigned the code Collecting, classifying, elaborating, and interpreting data [I5] to the work performed by Team 5 in the fourth stage of implementation. During the third stage of implementation, the students had been conducting research about the pieces using, among other sources, a catalogue of Roman ceramic pieces provided by the Badalona Museum. Therefore, when they began the fourth stage, they already knew that the ceramic pieces were fabricated using a potter’s wheel, which led them to suppose that these pieces had to be solids of revolution and their sections had to be circumferences. Despite the relatively obvious fact that the contours of these pieces were not perfect circumferences since they were old, slightly eroded, and craft pottery does not produce perfect shapes, all the working teams treated these contours as part of a perfect circumference to being able to perform a geometric analysis on them. Then, we continued with the following two observations:
Up to this point of the implementation, we had not found any explicit evidence of mathematical procedures followed by the students; however, the consideration made by them regarding a supposedly perfect circumference shed light on an idealisation of the shape, which is an important aspect of the modelling process. After discussing these two observations, we assigned the code
Simplifying and structuring [Mb] to the work performed by Team 5 in the fourth stage of implementation. The procedure described by the students led them to build a real model of the ceramic piece, mainly guided by the fact that they already knew that a circumference can be obtained from the three known points. Again, we found interesting data revealing the mathematisation of the real model, and the intention of conducting a mathematical work to obtain the complete shape of the circumference, that is, the students continued a portion of the modelling cycle. At this point, we assigned the code
Mathematising [Mc] to the work performed by Team 5 in the fourth stage of implementation. In addition to the production shown in
Figure 6, we continued with the following observation:
The students wrote the following in their final report: “We used a geometric technique by which using only three points of a circle we can reproduce all the other points” (there were other working teams describing a similar procedure, but it will be widely shown in
Section 4.4).
Therefore, we assigned the code
Working mathematically [Md] to the work performed by Team 5 in the fourth stage of implementation. Once the students had obtained the complete circumference and drawn it on their paper sheets, they consider it as the original shape of the section of the ceramic piece they had. In other words, we could infer that the students were interpreting their mathematical results in the context of the real object they were working with, that is, the ceramic piece, which can be supported by
Figure 6, where they wrote “Part superior” and “Part inferior” (“Superior part” and “Inferior part”, respectively, in Catalan language) besides the two obtained circumferences to refer the parts of the ceramic piece. Therefore, we assigned the code
Interpreting [Me] to the work performed by Team 5 in the fourth stage of implementation.
Finally, the students checked the accuracy of their results, comparing the pieces with the drawn sections they had constructed, and observing how they fitted. This procedure was written down by the first author in his diary of sessions as follows: “All the groups compare the circumferences obtained by applying geometric methods on the contours of the [drawn] pieces and the real pieces to check how accurately the former fits the latter”. Thus, after discussing this observation and the data collected, we assigned the codes Validating [Mf] and Validating results [I6] to the work performed by Team 5 in the fourth stage of implementation. There were no more codes assigned to Team 5 in this stage.
Once we replicated this thematic analysis with the 18 working teams, we compared the different codifications assigned to them and observed which codes recurrently appeared in each stage of implementation. With this latter procedure, we could also identify which inquiry and modelling subprocesses appeared together, which led us to develop a general process (Phase 5 in
Table 1). Finally, we produced a report, checking again the thematic analysis previously performed and observing how it fitted the data, and proposed the integrative cycle for inquiry and modelling subprocesses that we present in
Section 5 (Phase 6 in
Table 1).