case study about reading

ORIGINAL RESEARCH article

Teaching reading: a case study through mixed methods.

$\r\nNatalia Surez*$

1 Departamento de Didácticas Específicas, Universidad de la Laguna, San Cristóbal de la Laguna, Spain
2 Departamento de Psicología Evolutiva y de la Educación, Universidad de la Laguna, San Cristóbal de La Laguna, Spain
3 Departamento de Psicología Clínica, Psicobiología y Metodología, Universidad de La Laguna, San Cristóbal de La Laguna, Spain

The present study analyzes the relationship between teachers’ beliefs about learning to read, teaching practices, and discourse. To carry out this study, we benefited from the collaboration of six teachers in kindergarten and the first levels of primary education. First, an attribution questionnaire was used to analyze beliefs about learning to read ( Jiménez et al., 2015 ). Secondly, to study teaching practices, an observation tool was used ( Suárez et al., 2018 ). Thirdly, in order to know the opinion of teachers about how to teach reading, we adapted the instrument to assess teaching perspectives elaborated by Clark and Yinger (1979) . Finally, all the information was triangulated and analyzed using mixed methods. The results indicated that the relationship between beliefs, practices, and discourse is not always consistent. In all teachers, a relationship was found between some of their beliefs, practices, and discourse. At the level of beliefs, all teachers presented one predominant attributional profile, although to a lesser extent, their beliefs were also attributable to other learning theories. The results indicated that all the teachers carried out teaching practices associated with the different learning theories. Similarly to their discourse, all teachers showed diverse opinions about the learning processes involved in reading. These results indicate that teachers maintain eclectic approaches, both when they carry out activities in the classroom and when they think about learning to read.

Introduction

For almost three decades, research has documented the influence of teachers’ beliefs on educational practice ( Berthelsen and Brownlee, 2007 ; Kuzborska, 2011 ; Barrot, 2015 ). Teacher’s beliefs are thoughts, perceptions, and values about their roles as educators, education, and how students learn ( Vartuli, 2005 ). It has even been shown that if teachers are aware of their own beliefs, the repertoire of teaching skills can be increased ( Tracey and Mandel, 2012 ), leading to a change in classroom decision making, and teaching strategies and evaluation. If we want to achieve improvements in teaching, it is necessary to examine the teachers’ beliefs and modify them ( McAlpine and Weston, 2002 ). A great deal of research in this direction has shown that instructional events can be catalysts for changing beliefs ( Stevens, 2002 ; Theurer, 2002 ; Fazio, 2003 ), since beliefs are permeable mental structures susceptible to change ( Thompson, 1992 ), although there appears to be no consensus on this ( Block and Hazelin, 1995 ; Richardson, 1996 ).

More recent studies have provided us with more detailed information on how beliefs and implicit knowledge influence teachers’ instructional practices ( Cunningham and Zibulsky, 2009 ), actions, and strategies that they implement to teach reading in the classroom. The research carried out in this regard has focused on differentiating three traits appearing in the teaching and learning of reading. Thus, Tolchinsky and Ríos (2009) analyzed the relationship between what teachers say and do (2.250), teaching practice ( N = 2), and students’ knowledge ( N = 814). To do this, they used a self-report questionnaire of 30 questions, with high reliability (α = 0.81) and a Likert scale (0–6). Through a cluster analysis, they detected three differentiated profiles: instructional practices focused on teaching the names of letters, letter–sound relationships, as well as the importance of learning products; a situational approach to activities arising from classroom situations, where students look for the means to understand texts that they do not know; and multidimensional activities such as letter knowledge, recognition, and letter–sound association, as well as reading and writing work from situations that arise in the classroom. The results showed the following distribution: instructional (33.87%), situational (37.06%), and multidimensional (29.06%). Also, they found that 30% of the children were able to recognize unknown words and did not seem to have difficulty in mastering the code, and that teachers used explicit, early, and systematic teaching practices.

Also, in Spain, Barragán and Medina (2008) , analyzed the practices teachers use through questionnaires. They found significant differences depending on the profile and educational level. Thus, nursery/kindergarten teachers showed a higher profile of situational practices (50%), compared to elementary school teachers who showed a profile of instructional practices (70%). Subsequently, they analyzed the profile of practices according to geographical area, finding that the teachers who carried out the greatest number of situational practices were those of the Basque country, followed by teachers from Almería, Cantabria, Catalonia, and the Community of Madrid (more than 50%). Catalonia and Cantabria showed a lower frequency of instructional practices (less than 20%); however, the teachers from León and Asturias used these practices more frequently (more than 55%). The same authors also observed six Early Childhood Education classrooms in Almeria. The results showed a relationship between the declared belief profile and its practices in the classroom. In another study, Ríos et al. (2010) demonstrated the relationship between the knowledge learned and the practices in teaching reading of two Infant Education teachers. They found that the contents worked on by the teacher with a situational profile were reading and writing functions, identification of words in reading, and letter names and sound values.

The teacher with an instructional profile used word identification and word reading. In the study carried out by Baccus (2004) , a direct relationship was found between the teachers’ beliefs and the instructional time dedicated to the teaching of reading. In addition, Rapoport et al. (2016) focused on analyzing the beliefs that teachers maintain ( N = 144) regarding the contribution of executive functions in reading performance and their teaching practice. Their results showed a positive relationship between these two variables ( r = 0.512, p < 0.01).

Ethnicity has been another feature highlighted in studies assessing the dyad of beliefs and practices in teaching. The Center for the Improvement of Early Reading Achievement [CIERA] (2001) examined the beliefs and practices of 250 early childhood teachers. Their results showed a relationship between beliefs (based on the importance of the development of alphabetic knowledge, word recognition, stories, and oral language) and practices. Differences in relation to beliefs were found based on the ethnicity of teachers. African American teachers tended to believe that it was more important for the child to learn to read through teaching the alphabet (e.g., naming letters, saying their sounds), while white teachers thought it was more important for children to learn to read from teaching oral language activities (e.g., answering questions about a story or telling a story from a drawing). On the other hand, they found significant differences depending on the academic training received, so teachers with a higher academic level believed that teaching of oral language was more important, while teachers with lower academic levels did not share this belief.

Also, the report presented by the Teaching and Learning International Survey (TALIS) ( OCDE, 2009 ) provides detailed information on the development of variables involved in the teaching and learning process. This report analyzed the beliefs of secondary school teachers in several countries. Their results indicated that most countries (Northeastern Europe, Scandinavia, Australia, and Korea) showed constructivist positions ( p < 0.05). Humanities teachers presented more structured beliefs and were little oriented toward students ( p < 0.05), also with differences depending on teaching experience, so the teachers with more years of experience thought and performed more structured practices ( p < 0.05). The analyses also revealed a positive correlation between constructivist beliefs and practices in teachers from different countries ( p < 0.05), except in Korea, where a weak relationship was found between beliefs and practices with a direct style. Finally, they found that positioning depended largely on the quality of the learning environment and job satisfaction ( p < 0.05). In subsequent reports ( OCDE, 2013 ), an average 95% of OECD teachers stated that they agree with constructivist practices.

Other lines of research have not found a bidirectional relationship between the teachers’ thinking and their action in the classroom. An example is the study carried out by Miglis et al. (2014) with 90 Norwegian teachers. They used a 130-item questionnaire to measure beliefs (e.g., their role as teachers, the role of teachers in teaching reading, consistency with current research about the importance of early literacy) and teaching practices (e.g., books, book contents, alphabetic knowledge, phonological awareness, and reading and writing). They found that teachers reported moderately positive beliefs about their role as a teacher in their students’ reading success, and they “agreed” with the idea that research has found that early literacy is necessary. These beliefs were not related to their practices, since the time devoted to this type of instruction was minimal. However, they discovered that the most widely used practice was “shared reading and reading aloud for 10 min a day” (29.3%). There are numerous studies that have not found a relationship between these two variables ( Wilcox-Herzog, 2001 ). Thus, for example, through two teachers’ collaboration, Pérez-Peitx (2013) was able to observe classroom practices and analyze interviews. Their results also indicated that there was no relationship between these two variables. Along the same lines, another recent study ( Utami et al., 2019 ) based on socio-cognitive theory studied teacher beliefs and practices in reading comprehension tasks. They found that the practices were not always consistent with their beliefs.

To our knowledge, there is no research assessing the profile of the teacher and teaching practices, in relation to all the theoretical principles that govern the teaching and learning processes of reading (i.e., innatist, maturationist, corrective, repetition, sociocultural, constructivist, psycholinguistic approaches).

The objective of this study is to find out whether or not there is a relationship between the beliefs, practices, and discourse used in teaching reading in the classroom, in order to propose more effective teaching strategies.

Materials and Methods

The study was carried out from a mixed methods perspective, integrating qualitative and quantitative sources of information through “merge” ( Creswell and Plano-Clark, 2007 ). The proposed design was triangulation ( Morse, 2003 ; Creswell and Plano-Clark, 2007 ; Tashakkori and Teddlie, 2010 ; Anguera et al., 2012 , 2018 ; Creswell, 2014 ), which was found suitable for the aims. A direct observation of teaching reading practices was carried out. The observational study was configured based on three criteria: study’s units, temporality, and dimensionality ( Anguera et al., 2011 ). The observational design can be classified as Nomothetic/Follow-up/Multidimensional (N/F/M) ( Sánchez-Algarra and Anguera, 2013 ; Portell et al., 2015 ). Frequency was analyzed. In order to analyze the relationship between teacher’s beliefs, practices, and discourse, a Pearson’s correlation was carried out.

Participants

Six teachers with an age between 25 and 50 years participated. The teachers’ years of experience ranged from 10 to 35 years. They belonged to different Infant and Primary Education units on the island of Tenerife (Canary Islands, Spain). The selection criteria were based mainly on the fact that the staff member taught the subject Spanish Language and Literature, devoting an average time period of 1 h a day to the teaching of reading.

To carry out this study, three fundamental tools were used: a questionnaire to know the teachers’ beliefs, an observation tool to analyze their practices, and a semi-structured interview to analyze the teachers’ speech about teaching and learning to read.

– Questionnaire on Beliefs about Learning and Teaching Reading , composed of 60 items (see Suárez et al., 2013 ; Jiménez et al., 2014 , 2015 ) corresponding to the basic postulates of each learning theory: innatist, maturationist, sociocultural, constructivist, corrective, repetition, and psycholinguistic (see for review Tracey and Mandel, 2012 ). Teachers had to respond according to their degree of agreement or disagreement using a Likert scale of 0–10, where 0 means strongly disagree, and 10, strongly agree. Cronbach’s Alpha was 0.88.

Observation Tool on Reading Teaching Practices. This tool used here was developed by Suárez et al. (2018) and combines a field format and systems of categories. This consists of 14 criteria—alphabetic knowledge, phonological awareness, use of teaching resources, prior knowledge of children, reinforcement, feedback, modeling, direct instruction, guided oral instruction, extracurricular tasks, reading and writing, psychomotor skills, functional reading skills, and vocabulary—and 77 categories on practices in teaching reading. For the measurement plan, the results showed that the absolute and relative generalizability measures were acceptable (at 0.970 and 0.989) at 30 sessions and that 40 sessions were needed to reach 0.977 and 0.992, respectively. For the generalizability indexes to measure inter- and intraobserver reliability, a four-faceted SRC/O (Session, Criterion, Category/Observer) design was used, and analysis showed the greatest percentage of variability to be related to the Criterion facet (33%), while the Observer facet showed no variability at all. The absolute generalizability coefficient was 0.999, and the relative coefficient was also 0.999. With respect to the intra-rater reliability, using a four-faceted SRC/M (Session, Criterion, Category/Moment) design, analysis showed that 32% of variability corresponded to the Session facet and 33% corresponded to Criterion, while Moment showed no variability. The absolute and relative generalizability coefficients obtained for Observer 1 were both 0.999. The absolute and relative coefficients for Observer 2 were both 0.997, facet showed no variability at all. The absolute generalizability validity using a two-faceted model [Observation (2) and Criterion (74)] showed a value of 0.000 (absolute and relative validity).

– Four digital video cameras and Match Vision 3.0 software ( Perea et al., 2006 ) were used for the sessions to record teaching practices. Data quality was analyzed using the Generalizability Study (GT) version 2.0.E program ( Ysewijn, 1996 ) and the SAS 9.1 statistical package. Teacher discourse was analyzed using Atlas.ti 6.0 ( Friese, 2011 ).

– Structured Teacher Interview on Teaching Practices . We adapted the interview on teaching perspectives elaborated by Clark and Yinger (1979) , composed of 28 questions on aspects related to teaching and learning: general questions about teaching, daily classes, teaching and learning, curriculum, time, and teachers’ “philosophy.” Changes were included in the nomenclature of the subjects of the curriculum and in the section on teacher philosophy (F), where the questions were guided toward the field of reading (see Table 1 ).

Table 1. Interview adapted from Clark and Yinger (1979) .

– For the interviews, a video camera and two Panasonic recorders, model RR-US455 (with 66 h of recording capacity), were used to ensure safe information storage.

– To transcribe information, the program Naturally Dragon Speaking ( Baker, 1975 ), version 12 was employed, and Atlas.ti, version 6, for information analysis ( Friese, 2011 ).

Before the recordings were made, authorization was obtained from both the teachers and the pupils’ parents. All participants provided written informed consent prior to their participation. Likewise, a schedule was agreed on for when the study would be carried out. On the day indicated, the belief questionnaire was applied to the participating teachers, their doubts in this regard were clarified, and approximately an hour was spent to complete it. Seven recording sessions per teacher (twice a week for 1 h each day) led to total of 42 h of recording (see Suárez et al., 2018 ). The interviews were held with the participating teachers and recorded in classrooms devoid of noise. Cameras were located in front of each teacher, and the furniture was arranged in an interview layout. The interviews of the six teachers were recorded, each lasting approximately 1 h. The audio was later transferred to the computer for the literal transcription of the interviews. Subsequently, the available information was collated and all the material subject to data processing organized. To conclude this phase, each interview was reviewed to gain an overall impression of the information provided by each teacher.

In the next phase, the document was segmented and coded through the Atlas.ti 6.0 program. The data were processed using the thematic analysis technique, according to the proposal of Braun and Clarke (2006) . Initially, the hermeneutic units were defined according to the interview questions, taking into account the theories about learning to read. Subsequently, the primary documents were worked on and information segmented. In this case, we focused on words as well as phrases/sentences and texts. The relevant information was then selected, and these units were encoded. Later, we established code families composed of the different variables affecting teaching and its context. Teachers’ opinions about learning to read were categorized. The code families structured the relationship between the previously identified categories and theories on the learning of reading (e.g., innatist, maturationist, sociocultural, constructivist, corrective, repetitive, and psycholinguistic).

In order to classify each teacher according to his/her attributional profile, factor scores for each theoretical approach defined the teachers’ beliefs according to the percentiles (see Table 2 ).

Table 2. Teachers’ profiles in each theory in percentiles.

To determine which theory should be attributed most to each teacher, the score was set around the percentile ≥75, and to determine which theories fitted less, around percentile ≥50 (see Figure 1 ).

Figure 1. Example teacher F. profile.

Although all teachers were characterized by a predominant attributional profile that defined their particular beliefs, we found that their reading teaching behavior could also be attributed to any of the other theories to a lesser extent (see Table 3 ).

Table 3. Summary of teachers’ profiles.

Regarding teaching reading practices, it was found that the most used was feedback (praising or correcting the student), followed by the use of teaching resources (e.g., stories, songs, or poetry), direct instruction (e.g., individual–group reading, aloud or silent, with or without intonation, and fluency) and functional knowledge of reading (e.g., summary, questions, comprehension exercises). To a lesser extent, they used literacy activities, reinforcement through praise (e.g., tangible or verbal), reading and writing, and work on alphabetic knowledge.

The latter strategy indicated that teachers mostly referred to constructivist theory, except teacher M.C., who chose to position herself in psycholinguistic theory. Similarly, teacher F. emphasized that students should build their learning and that teachers should function as a guide. To a lesser extent, she commented on aspects of the maturation and behaviorist theory (see Figure 2 ). Teacher M. also focused on the foundations of constructivism (e.g., prior knowledge, children discover their learning). She also talked about the importance of psychomotor skills, correctness in reading, as well as the involvement of parents. Teacher C. commented that students learn through construction and must discover reading autonomously through the support offered by the teacher. She also emphasized the role that parents play in reading, the importance of resources, oral language work, phonological awareness, as well as maturity in the development of reading. Teacher M.C. placed greater emphasis on the development of phonological awareness and oral language to teach reading. However, teacher S. focused more on student autonomy in the learning process and to a lesser extent on oral language, use of resources, and correction during reading (feedback). Teacher I. focused mostly on the construction of learning and less so on the role of oral language and the use of resources (library).

Figure 2. Teacher F. Network summarizing key concepts associated with the teaching process.

Subsequently, the information was triangulated after analyzing the beliefs, practices, and discourse of the teachers. For this, several researchers who are experts in the learning and teaching of reading skills agreed on the following relationship, in accordance with the basic postulates of each of the theories considered (see Table 4 ).

Table 4. Triangulation between theoretical profile, teaching practices, and teacher discourse.

Then the teachers’ scores were compared in relation to their beliefs, teaching practices (in terms of frequency), as well as teacher discourse, previously analyzed through its categorization into teaching–learning processes and their context (see Table 5 ). Finally, the results were interpreted according to Pearson’s correlation analysis. The results showed a high correlation ( r = 0.72, p < 0.05) in teacher F. and in teacher I. ( r = 0.71, p < 0.05) and a negative and high correlation in teacher M. ( r = −0.81, p < 0.05) between beliefs and practices. Moreover, they showed a moderate correlation in teacher C. ( r = 0.52) and in teacher M. ( r = 0.45) between beliefs and discourse. Finally, the results showed a negative and high correlation in teacher I. ( r = −0.74, p < 0.05) and in teacher M.C. ( r = −0.76, p < 0.05) between practices and discourse.

Table 5. Percentages of teachers’ beliefs, reading practices, and discourse.

Teacher F. showed links between his theoretical profile and his practices. A relationship between corrective beliefs (27.8%) and practices (29.2%) was found. On the other hand, we observed that in his practices, he used activities associated with other theories: repetition (23.5%), constructivism (19.9%), and psycholinguistic (16%). This also happened when he thought about how children learn to read, since he considered that the construction of learning (77.8%), maturation (11.1%), and providing feedback (11.1%) were fundamental. Other discourse makers, teacher M. did not show a link between her sociocultural (22%) and maturationist (23.4%) theoretical profile and her practices (5.7% and 0.6%). However, the results indicated that her maturationist (23.4%), sociocultural (22%) beliefs were related only to her discourse. So, she thought that the use of psychomotor skills (21.4%), teaching resources such as stories, stories, poems, and texts (14.3%), and teaching previous knowledge (50%) were important. However, practices based on other currents were observed: corrective reading (32.6%) and repeated reading (25.2%), as well as constructivism (19.1%), such as working previous knowledge or reading and writing and psycholinguistic skills (16.6%) [e.g., alphabetic knowledge: teaching letter names and sounds, rules with support rhymes, etc.; phonological awareness: stimulating children to become aware of letter sounds, saying words that begin with a certain sound, separating words into syllables, playing the game veo-veo (I spy.); vocabulary: teaching the meaning of words]. During the interview, opinions related to other theories were also found (i.e., corrective).

As for teacher C., there was a bidirectional relationship between her sociocultural theoretical profile (39.6%) (e.g., use of teaching resources such as stories, songs, writings from different sources, etc.) and her discourse (33.3%). Also, it was found that her psycholinguistic profile (28.9%) was related to her discourse (11.1%) (e.g., oral language or phonological awareness). However, the results indicated that this teacher carried out other practices not related to her theoretical beliefs, such as: feedback (50.8%) and repetition (16.9%). The same occurred with her discourse; she thought that maturation was also important (22.3%).

Regarding teacher M.C., a negative relationship was found between her psycholinguistic discourse (59.3%) and her teaching practices (4.1%). The same happened with her corrective practices (37.6%) and her discourse (14.8%) (e.g., correct when the child is wrong, point out, provide examples, deny). However, when we analyzed her practices, we found activities justified by other theories, such as functional knowledge of reading or use of teaching resources (13%) or repetition (19.6%) and constructivism (13%) (e.g., previous reading and writing, and likewise when we asked her opinion about how children learn to read (e.g., constructivism).

Regarding teacher S., she showed a corrective (17.6%), innatist (17.6%), sociocultural (17.6%), maturationist (16.6%), and constructivism (15.3%) profile. Then, she carried out corrective (35.1%) practices (e.g., feedback, direct instruction). During her discourse, opinions were also found that were constructivist (47.9%) and psycholinguistic (20%). Nevertheless, repetition practices (36%) were observed that had nothing to do with her expressed beliefs.

A relationship was found between the constructivism profile (23%) of teacher I. and her practices (19.3%). Then the result showed a relationship between corrective (12.6%) and repetitive (12.6%) beliefs and practices. Furthermore, this teacher used other practices unrelated to any of her attributed beliefs, such as: sociocultural (10.6%). No relationship between corrective (23%) and repetition (25.3%) practices and discourse were found. In the same way, she referred to the implication of other (e.g., sociocultural and psycholinguistic) theories in infant readers’ learning. The innatist profile of teacher I. was not related to her practices or discourse.

The results of the present study are congruent with previous study results that showed that teachers hold eclectic positions ( Clemente, 2008 ; Jiménez and O’Shanahan, 2008 ; Clemente et al., 2010 ; Rodríguez and Clemente, 2013 ). Other research has shown quite different results, from studies finding a relationship between beliefs and teaching practices in reading learning ( Cunningham and Zibulsky, 2009 ; Tolchinsky and Ríos, 2009 ; Rapoport et al., 2016 ) to studies which indicated a moderate correlation ( Baumann et al., 1998 ). On the opposite side, other authors found no such relationship ( Pérez-Peitx, 2013 ; Miglis et al., 2014 ; Enyew and Melesse, 2018 ; Utami et al., 2019 ).

The data extracted from the belief questionnaires have been complemented with the analysis of teaching practices and each teacher’s interviews, which allowed us to provide additional information ( Castañer et al., 2013 ). In our case, the interview helped us complete the teacher’s profile. We found that the teaching and learning processes are mediated by multiple contextual variables that were not identified by the questionnaire or recorded observations.

Analysis of the practices allowed us to identify not only what activities the teachers performed in their real teaching context but also how their sequence of instruction was oriented in all cases toward the use of their own multiple resources, applying other theories. The relationship found between some beliefs and practices in this study suggests that if teachers are aware of their own beliefs, the repertoire of teaching practices can be increased ( Tracey and Mandel, 2012 ), causing changes in decision making in the classroom and in teaching and evaluation strategies. In addition, as all teachers used many activities characteristic of other theories they did not explicitly hold, we focused on the opposite process, modifying their practices to cause a change in their beliefs ( Fazio, 2003 ), since these are permeable mental structures that can be modified ( Thompson, 1992 ). But how can we achieve this? Some studies confirm that people form their implicit theories through the knowledge they acquire ( Suárez and Jiménez, 2014 ).

The first step is to achieve the teacher’s predisposition to change, always through invitation ( Baena, 2000 ), by encouraging reflection. To do this, they should become aware how their own beliefs are involved in their teaching practice and how they influence student performance. In addition, the false myths about learning to read and teaching practices should be recognized, as prescribed by the National Reading Panel [NRP] (2000) . The question remains whether teachers have received training based on the latest advances in scientific research on the teaching of reading, in order to provide young students (who may or may not have difficulties) with the tools necessary for their learning to proceed optimally.

Online training offers teachers the opportunity to recycle their knowledge ( Costi et al., 2005 ; Jiménez, 2015 ; Jiménez et al., 2015 ; Jiménez and O’Shanahan, 2016 ), which generates an important pillar supporting success, integration, and sustainability in education ( Haydon and Barton, 2007 ; Somekh, 2008 ). It is also an alternative solution to the lack of time and difficulties in reconciling work and family life. It has been found that experience with these resources plays a fundamental role, since it favors a positive attitude of teachers and also confidence in the use of these tools for education ( BECTA, 2009 ). Joshi et al. (2009) found that the training teachers receive is inadequate because textbooks and courses in education reflect superstitions, anecdotes, and beliefs that are not based on scientific evidence. Research has also found that teachers do not properly use the practices that are based on scientific evidence ( Moats, 2009 ). If the learning environment is effective, it can even happen that only a small percentage of students present difficulties in learning to read ( Cunningham and Zibulsky, 2009 ).

The updating of knowledge according to research conclusions is proposed as an alternative for teachers who specialize in teaching reading, since teaching quality is one of the main factors determining the academic success of students ( European Council, 2008 ). For teachers to learn good practices, it is important that they have the following knowledge at their disposal: (1) fundamental research and theories about the development of language and reading; (2) strategies for use in the classroom to teach word recognition, vocabulary, text comprehension, and fluency; (3) tools to work on reading and writing at the same time; (4) the best strategies to teach reading and the materials to use; (5) different techniques for student evaluation; (6) how to maintain a good balance between theory, practice, and information technologies; (7) knowledge of dyslexia and other learning disorders ( IRA, 2007 ); and (8) how to interpret and administer assessment tests to plan teaching ( IDA, 2010 ). In addition, they must learn to ask more complex questions to help students make inferences and more elaborate reflections, as well as work with students’ prior knowledge ( RAND, 2002 ). However, the teacher alone should not be responsible for this process, because we have confirmed that in the teaching environment, there are other strong factors such as society or culture ( Quintana, 2001 ). The challenge now consists of achieving a change in the ways of thinking of those responsible for educational administration. The necessary means should also be provided to facilitate refresher courses and ongoing e-learning for teachers, with training programs that include content based on scientific evidence. One limitation is that the study consisted of six teachers and is not generalizable to a greater audience.

In general terms, we can conclude that the relationship between beliefs, practices, and discourse varies according to certain nuances. Thus, of the two beliefs attributed to teacher F., only one (corrective) was related to his form of instruction and his opinion. Among the four beliefs attributed to teacher M. (sociocultural, maturationist, repetition, and psycholinguistic), a relationship was found only between her maturationist and sociocultural profile and her discourse. Both beliefs attributed to teacher C. (sociocultural and psycholinguistic) were related to the discourse content. Of the two beliefs attributed to teacher M.C. (corrective and psycholinguistic), neither of them was related to her actions and reflections. Among the five beliefs attributed to teacher S. (sociocultural, innatist, corrective, maturationist, and constructivist) only two (corrective and sociocultural) were related to her active practices and discourse comments. Finally, of the two beliefs of teacher I. (innatist and constructivist), only constructivism was related to her practices or her opinion.

Although it is true that a relationship was found in all the teachers between some of their beliefs, practices, and discourse, as revealed in their discursive talks, all the teachers thought that learning to read depended on factors underlying other theories not related to their attributional profile. Therefore, despite attributing to them certain beliefs when they teach children to read and when they think of learning to read, it can be concluded that all teachers maintain an eclectic approach.

Data Availability Statement

All datasets generated for this study are included in the article/supplementary material.

Ethics Statement

Ethical review and approval was not required for the study on human participants in accordance with the local legislation and institutional requirements. Written informed consent to participate in this study was provided by the participants’ legal guardian/next of kin.

Author Contributions

NS: this author’s grant was used to run the project Integrando creencias y prácticas de enseñanza de la lectura (Integrating beliefs and practices about teaching reading), ref: PSI2009-11662. She participated actively in the research, analyzed the teaching practices and discourse, and was responsible for the literature review and drafting of this manuscript. JJ: supervised the project and the preparation of the study, offered theoretical guidance, and was responsible for reviewing the manuscript. CS: supervised the design and preparation of the study, offered guidance on methodology, and helped review the manuscript. All authors approved the final version of this article.

Conflict of Interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

This research has been funded through the Plan Nacional I + D + i (R+D+i National Research Plan of the Spanish Ministry of Economics and Competitiveness), project ref: PSI2009-11662 and project ref: PSI2015-65009-R, with the second author as the principal investigator. We also gratefully acknowledge the support of a Spanish Government subproject, Integration ways between qualitative and quantitative data, multiple case development, and synthesis review as main axis for an innovative future in physical activity and sports research (PGC2018-098742-B-C31) (2019–2021) (Ministerio de Ciencia, Innovación, y Universidades/Agencia Estatal de Investigación/Fondo Europeo de Desarrollo regional), that is part of the coordinated project New approach to research in physical activity and sport from a mixed methods perspective (NARPAS_MM) (SPGC201800 × 098742CV0).

Key Concepts

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Keywords : beliefs, teaching practices, reading, teacher discourse, triangulation, mixed methods

Citation: Suárez N, Jiménez JE and Sánchez CR (2020) Teaching Reading: A Case Study Through Mixed Methods. Front. Psychol. 11:1083. doi: 10.3389/fpsyg.2020.01083

Received: 30 November 2019; Accepted: 28 April 2020; Published: 10 June 2020.

Reviewed by:

Copyright © 2020 Suárez, Jiménez and Sánchez. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

*Correspondence: Natalia Suárez, [email protected]

Disclaimer: All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article or claim that may be made by its manufacturer is not guaranteed or endorsed by the publisher.

Home » Resources » Case study of Amelia, a five-year-old reader who enjoys reading at home

Case study of Amelia, a five-year-old reader who enjoys reading at home

Felicity holt-goldsmith.

Amelia* is a middle ability pupil in a mixed ability class of thirty one children, with a ratio of eighteen boys and eleven girls. The school is average size for a primary school and most of the pupils are drawn from the immediate neighbourhood. When I met Amelia she was graded at Level 1c for her reading, slightly below average for the class. The school endeavours to provide an atmosphere where the enjoyment of reading is promoted and nurtured. Children have reading books from the Oxford Reading Scheme which they take home every day and home and school links are made through reading journals. There is also a selection of books in the classroom and the school is in the process of renovating the library.

Comprehension

To try and gain an understanding of Amelia as a reader I undertook a reading conference and made observations of her reading in a range of different contexts. However, the limited amount of time spent at the placement means that only a speculative analysis can be made. Amelia was still learning to decode but she was able to utilise higher order reading skills such as comprehension. She was an able meaning maker and engaged with a variety of texts. In terms of The Simple View of Reading (Rose, 2006: 40) she would be placed in the section of ‘poor word recognition; good comprehension’ although her skills of decoding words improved quite significantly even during the short time I was at the school. Cain (2010) argues that to understand a text’s meaning a reader needs to establish local and global coherence. Local coherence is described as the ability to make links between adjacent sentences and global coherence is described as the ability to make sense of a text as a whole and relate this to personal experiences (p. 52). Amelia was able to understand the narrative of a story and could relate stories to her own life and other texts. During the reading conference I asked her about a book that she had read a few weeks ago; she was able to retell the story in great detail and described which parts were her favourite. There was also evidence that Amelia was able to engage with the meanings of individual words. For example, when reading aloud to me she read the word ‘buggy’ and said that ‘pram’ could be used as an alternative. It would be important to encourage this interest in the meanings of words in order for Amelia to progress with her comprehension skills. As Cain (2010) suggests, vocabulary knowledge is strongly associated with good reading comprehension.

Phonics and other strategies

Amelia was still learning to decode and used a number of different strategies. She used her knowledge of phonics as one way to decode words. She would split a word up into individual phonemes and then blend these together to read the word aloud. She often used her finger to cover up parts of the word in order to try and make this process easier. However, for some words she did not use this strategy. She struggled to read the word ‘children’ and said that it was too difficult to sound out because it was too long. However, when we read a different book the week after she did not have any trouble reading this word. She explained that she was able to read it because she recognised it and not because she sounded it out, suggesting that she read it from sight. Amelia did use her knowledge of phonics to read although this strategy was used in addition to others. On several occasions she looked at the pictures before attempting to read the text and would subsequently make predictions of what was going to happen in the story. She was also receptive to learning new reading strategies. When she struggled to read the word ‘snowball’ I suggested she split it into two words that she may recognise: ‘snow’ and ‘ball’. The next week we read the same book again and she used the same strategy. Amelia’s use of different reading strategies appeared to be effective and it would be important to encourage her to continue to use a variety of strategies in order for her reading to progress.

Taking it further

Amelia is an enthusiastic reader and enjoys reading at home. She reads to her mother and father on a daily basis and explained that her father reads to her and her sister every night before bed. It appeared that her home life fosters a positive attitude to reading and this was arguably beneficial to her reading progress. Clark (2011) has found that there is a positive relationship between the number of books a child has at home and their reading attainment level. Goouch and Lambirth (2011) also suggest that children who read at home would have a head start at school ‘with their knowledge of how stories work, patterns and tunes in stories, the relationship between illustration and print as well as some clear information about print drawn from reading and re-reading favourite tales’ (p. 8). As previously discussed Amelia seemed to be an able meaning maker and this could partly be due to the fact that reading is a part of her daily routine at home.

It would be crucial to encourage Amelia’s enthusiasm and enjoyment of reading in order for her reading to progress further. Ofsted reports have consistently argued for a greater emphasis on reading for pleasure within the taught curriculum in both primary and secondary schools (Ofsted, 2012: 42). Amelia enjoys reading books about animals and it would be important to consider her interests and try and incorporate this when suggesting reading books. Lockwood (2008) argues that it is important to discuss children’s reading choices and reflect this when updating book stocks. This would be a way of promoting reading for pleasure not only for Amelia but for all the children in the class.

In conclusion, Amelia appeared to have good comprehension skills and her ability to decode was developing. She engaged with texts and was able to express opinions on books that she had read. She used her knowledge of phonics to decode words but did not rely on this strategy alone. Amelia enjoys reading and reads in a variety of different contexts. It would be crucial to encourage this positive attitude to reading in order for her reading to develop further. This could be done in various ways, including ensuring that her interests were reflected in the books that were available to read in the classroom. It would also be important to provide choice and to demonstrate the joy of reading by reading stories together as a class. Trying to promote reading for pleasure would be beneficial not only for Amelia but for all the children in the class.

* A pseudonym

Cain, K. (2010) Reading Development and Difficulties West Sussex: Blackwell Publishing Ltd.

Clark, C. (2011) Setting the Baseline: The National Literacy Trust’s first annual survey into reading London: National Literacy Trust.

Goouch, K. and Lambirth, A. (2011) Teaching Early Reading and Phonics London: Sage.

Lockwood, M. (2008) Promoting reading for pleasure in the primary school London: Sage.

Ofsted (2012) Moving English Forward. Available at:

http://www.ofsted.gov.uk/resources/moving-english-forward (Accessed: 3rd March 2014).

Rose, J. (2006) Independent review of the teaching of early reading. Available at: http://webarchive.nationalarchives.gov.uk/20130401…

https://www. education.gov.uk/publications/eOrderi… (Accessed: 5th March 2014)

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Eighty-seven students at Newfield Elementary School took part in a six month, whole class, Sound Reading Improvement and Intervention. Teachers were concerned about their students’ low test scores and poor decoding and fluency.

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During my decade as dean of Harvard Business School, I spent hundreds of hours talking with our alumni. To enliven these conversations, I relied on a favorite question: “What was the most important thing you learned from your time in our MBA program?”

Nitin Nohria is the George F. Baker Jr. and Distinguished Service University Professor. He served as the 10th dean of Harvard Business School, from 2010 to 2020.

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The Space and Practice of Reading

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Mirroring worldwide debates on social class, literacy rates, and social change, this study explores the intersection between reading and social class in Singapore, one of the top scorers on the Programme for International Assessment (PISA) tests, and questions the rhetoric of social change that does not take into account local spaces and practices. This comparative study of reading practices in an elite school and a government school in Singapore draws on practice and spatial perspectives to provide critical insight into how taken-for-granted practices and spaces of reading can be in fact unacknowledged spaces of inequity. Acknowledging the role of social class in shaping reading education is a start to reconfiguring current practices and spaces for more effective and equitable reading practices. This book shows how using localized, contextualized approaches sensitive to the home, school, national and global contexts can lead to more targeted policy and practice transformation in the area of reading instruction and intervention. Chapters in the book include: • Becoming a Reader: Home-School Connections • Singaporean Boys Constructing Global Literate Selves: School-Nation Connections • Levelling the Reading Gap: Socio-Spatial Perspectives The book will be relevant to literacy scholars and educators, library science researchers and sociologists interested in the intersection of class and literacy practices in the 21st century.

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Categories: Engaging with Courses , Strategies for Learning

Reading is one of the most important components of college learning, and yet it’s one we often take for granted. Of course, students who come to Harvard know how to read, but many are unaware that there are different ways to read and that the strategies they use while reading can greatly impact memory and comprehension. Furthermore, students may find themselves encountering kinds of texts they haven’t worked with before, like academic articles and books, archival material, and theoretical texts.

So how should you approach reading in this new environment? And how do you manage the quantity of reading you’re asked to cover in college?

Start by asking “Why am I reading this?”

To read effectively, it helps to read with a goal . This means understanding before you begin reading what you need to get out of that reading. Having a goal is useful because it helps you focus on relevant information and know when you’re done reading, whether your eyes have seen every word or not.

Some sample reading goals:

To find a paper topic or write a paper;
To have a comment for discussion;
To supplement ideas from lecture;
To understand a particular concept;
To memorize material for an exam;
To research for an assignment;
To enjoy the process (i.e., reading for pleasure!).

Your goals for reading are often developed in relation to your instructor’s goals in assigning the reading, but sometimes they will diverge. The point is to know what you want to get out of your reading and to make sure you’re approaching the text with that goal in mind. Write down your goal and use it to guide your reading process.

Next, ask yourself “How should I read this?”

Not every text you’re assigned in college should be read the same way. Depending on the type of reading you’re doing and your reading goal, you may find that different reading strategies are most supportive of your learning. Do you need to understand the main idea of your text? Or do you need to pay special attention to its language? Is there data you need to extract? Or are you reading to develop your own unique ideas?

The key is to choose a reading strategy that will help you achieve your reading goal. Factors to consider might be:

The timing of your reading (e.g., before vs. after class)
What type of text you are reading (e.g., an academic article vs. a novel)
How dense or unfamiliar a text is
How extensively you will be using the text
What type of critical thinking (if any) you are expected to bring to the reading

Based on your consideration of these factors, you may decide to skim the text or focus your attention on a particular portion of it. You also might choose to find resources that can assist you in understanding the text if it is particularly dense or unfamiliar. For textbooks, you might even use a reading strategy like SQ3R .

Finally, ask yourself “How long will I give this reading?”

Often, we decide how long we will read a text by estimating our reading speed and calculating an appropriate length of time based on it. But this can lead to long stretches of engaging ineffectually with texts and losing sight of our reading goals. These calculations can also be quite inaccurate, since our reading speed is often determined by the density and familiarity of texts, which varies across assignments.

For each text you are reading, ask yourself “based on my reading goal, how long does this reading deserve ?” Sometimes, your answer will be “This is a super important reading. So, it takes as long as it takes.” In that case, create a time estimate using your best guess for your reading speed. Add some extra time to your estimate as a buffer in case your calculation is a little off. You won’t be sad to finish your reading early, but you’ll struggle if you haven’t given yourself enough time.

For other readings, once we ask how long the text deserves, we will realize based on our other academic commitments and a text’s importance in the course that we can only afford to give a certain amount of time to it. In that case, you want to create a time limit for your reading. Try to come up with a time limit that is appropriate for your reading goal. For instance, let’s say I am working with an academic article. I need to discuss it in class, but I can only afford to give it thirty minutes of time because we’re reading several articles for that class. In this case, I will set an alarm for thirty minutes and spend that time understanding the thesis/hypothesis and looking through the research to look for something I’d like to discuss in class. In this case, I might not read every word of the article, but I will spend my time focusing on the most important parts of the text based on how I need to use it.

If you need additional guidance or support, reach out to the course instructor and the ARC.

If you find yourself struggling through the readings for a course, you can ask the course instructor for guidance. Some ways to ask for help are: “How would you recommend I go about approaching the reading for this course?” or “Is there a way for me to check whether I am getting what I should be out of the readings?”

If you are looking for more tips on how to read effectively and efficiently, book an appointment with an academic coach at the ARC to discuss your specific assignments and how you can best approach them!

SQ3R is a form of reading and note taking that is especially suited to working with textbooks and empirical research articles in the sciences and social sciences. It is designed to facilitate your reading process by drawing your attention to the material you don’t know, while building on the pre-existing knowledge you already have. It’s a great first step in any general study plan. Here are the basic components:

When using SQ3R, you don’t start by reading, but by “surveying” the text as a whole. What does that mean? Surveying involves looking at all the components of the text—like its subheadings, figures, review questions, etc.—to get a general sense of what the text is trying to achieve.

The next step of SQ3R still doesn’t involve reading! Now your job is to create questions around the material you noted in your survey. Make note of the things you already seem to understand even without reading, and then write out questions about the material that seems new or that you don’t fully understand. This list of questions will help guide your reading, allowing you to focus on what you need to learn about the topic. The goal is to be able to answer these questions by the end of your reading (and to use them for active study as well!).

Now that you’ve surveyed and questioned your text, it’s finally time to read! Read with an eye toward answering your questions, and highlight or make marginal notes to yourself to draw your attention to important parts of the text.

If you’ve read your text with an eye to your questions, you will now want to practice answering them out loud. You can also take notes on your answers. This will help you know what to focus on as you review.

As you study, look back at your questions. You might find it helpful to move those questions off the physical text. For example, when you put questions on flashcards, you make it hard to rely on memory cues embedded on the page and, thus, push yourself to depend on your own memory for the answer. (Of course, drawing from your memory is what you’ll need to do for the test!)

Seeing Textbooks in a New Light

Textbooks can be a fantastic supportive resource for your learning. They supplement the learning you’ll do in the classroom and can provide critical context for the material you cover there. In some courses, the textbook may even have been written by the professor to work in harmony with lectures.

There are a variety of ways in which professors use textbooks, so you need to assess critically how and when to read the textbook in each course you take.

Textbooks can provide:

A fresh voice through which to absorb material. For challenging concepts, they can offer new language and details that might fill in gaps in your understanding.
The chance to “preview” lecture material, priming your mind for the big ideas you’ll be exposed to in class.
The chance to review material, making sense of the finer points after class.
A resource that is accessible any time, whether it’s while you are studying for an exam, writing a paper, or completing a homework assignment.

Textbook reading is similar to and different from other kinds of reading . Some things to keep in mind as you experiment with its use:

The answer is “both” and “it depends.” In general, reading or at least previewing the assigned textbook material before lecture will help you pay attention in class and pull out the more important information from lecture, which also tends to make note-taking easier. If you read the textbook before class, then a quick review after lecture is useful for solidifying the information in memory, filling in details that you missed, and addressing gaps in your understanding. In addition, reading before and/or after class also depends on the material, your experience level with it, and the style of the text. It’s a good idea to experiment with when works best for you!

Just like other kinds of course reading, it is still important to read with a goal . Focus your reading goals on the particular section of the textbook that you are reading: Why is it important to the course I’m taking? What are the big takeaways? Also take note of any questions you may have that are still unresolved.

Reading linearly (left to right and top to bottom) does not always make the most sense. Try to gain a sense of the big ideas within the reading before you start: Survey for structure, ask Questions, and then Read – go back to flesh out the finer points within the most important and detail-rich sections.

Summarizing pushes you to identify the main points of the reading and articulate them succinctly in your own words, making it more likely that you will be able to retrieve this information later. To further strengthen your retrieval abilities, quiz yourself when you are done reading and summarizing. Quizzing yourself allows what you’ve read to enter your memory with more lasting potential, so you’ll be able to recall the information for exams or papers.

Marking Text

Marking text, which often involves making marginal notes, helps with reading comprehension by keeping you focused. It also helps you find important information when reviewing for an exam or preparing to write an essay. The next time you’re reading, write notes in the margins as you go or, if you prefer, make notes on a separate document.

Your marginal notes will vary depending on the type of reading. Some possible areas of focus:

What themes do you see in the reading that relate to class discussions?
What themes do you see in the reading that you have seen in other readings?
What questions does the reading raise in your mind?
What does the reading make you want to research more?
Where do you see contradictions within the reading or in relation to other readings for the course?
Can you connect themes or events to your own experiences?

Your notes don’t have to be long. You can just write two or three words to jog your memory. For example, if you notice that a book has a theme relating to friendship, you can just write, “pp. 52-53 Theme: Friendship.” If you need to remind yourself of the details later in the semester, you can re-read that part of the text more closely.

Reading Workshops

If you are looking for help with developing best practices and using strategies for some of the tips listed above, come to an ARC workshop on reading!

Microsoft Modifies 'Recall' AI Feature Amid Privacy, Security Failings

In response to recent public outcry, Recall is getting new security accouterments. Will that be enough to quell concerns?

Picture of Nate Nelson, Contributing Writer

June 10, 2024

Microsoft is adding new security measures to assuage widely publicized concerns over its new "Recall" AI feature. Some, though, still aren't convinced the company went far enough.

It's now just eight days until Microsoft releases Recall, a new artificial intelligence (AI)-driven program that will periodically take, store, and analyze screenshots of Copilot+ PCs as they're being used day-to-day. Recall is supposed to act like a kind of memory bank, allowing users to instantly find and reference things they've come across recently: apps, websites, images, and documents.

From the outset, Recall has been criticized as a potential goldmine for personal data theft . The noise got loud enough that, on Friday, Microsoft announced three new security-oriented updates for it:

In a reversal of its initial stance, Microsoft will now ship Recall turned off by default.

Users will need to enroll in Windows Hello in order to enable it, and so-called "proof of presence" will be required to use its primary features.

Recall data will be encrypted, and only decrypted and accessible once a user authenticates via Windows Hello.

Though they may represent a step in the right direction, experts remain skeptical that these changes will be enough to protect users' most sensitive passwords, photos, personally identifying information (PII), and financial information from hackers.

Risks in Recall: A Case Study

Many security experts cringed when Recall was announced, but few more than Marc-André Moreau, CTO of Devolutions. He worried that Windows' newest toy would inevitably capture and store visible passwords from his company's software for managing remote connections. With such passwords in hand, hackers would be able to easily connect to and manipulate any victim PC.

"Looking at documentation for how Recall works," he recalls, "it literally said that it wouldn't make an effort of removing sensitive information, credentials, or PII — anything which you would want scraped out, it would just keep in local files."

Microsoft's logic, it seemed, was that because Recall screenshots were stored only on the user's machine, they would remain safe from remote access. "Microsoft has this new chip which makes it possible to do the processing locally, and they thought that everybody would be fine since the data isn't uploaded to the cloud," Moreau explains. "But you wouldn't install a keylogger on your machine just because the files are stored locally. Files can be grabbed by malware. So why would you enable Recall?"

To demonstrate the point, he performed a simple red team exercise. In his telling, "I didn't have to do much. I just set up an environment, used some tool that somebody made online to force-install it, and then I installed [Devolutions'] Remote Desktop Manager. I clicked 'view password,' then 'record,' and then I found the database. I opened it, and I could see the extracted password alongside the screenshot that includes the password."

Here's Recall capturing temporarily visible passwords from Remote Desktop Manager in a test Azure VM. It's less effective that I would have thought, the search results are screenshots, and it's unclear how one can obtain the full OCR text it used for the match pic.twitter.com/RUiLs57bKz — Marc-André Moreau (@awakecoding) June 3, 2024

Other researchers have also found simple ways of accessing sensitive data in Recall screenshots . One has already developed and released an open source tool to help speed up the job.

To try to protect his customers, Moreau next looked for a way to exclude his company's software from Recall by default. He came up short.

Are Microsoft's New Updates Enough?

Users will have more control over their data privacy now, thanks to Microsoft's turning off Recall by default.

Moreau is skeptical, though, that Windows Hello can be fully and properly integrated into Recall without delaying its preview release, which is mere days away. "I'm in software, things don't happen that fast," he says.

Dark Reading reached out to Microsoft for comment on how it will be able to marry Windows Hello and Recall in time for June 18. In response, Microsoft said in a statement: "As we shared in our May 3 blog , security is our top priority at Microsoft, in line with our ⁠ Secure Future Initiative (SFI), and we are evaluating Recall through that lens. As we implement SFI across Microsoft, we may shift some feature release dates and will update our public roadmaps as this happens."

In the barely a month since that blog post, and Satya Nadella's letter " prioritizing security above all else ," for some critics, Recall recalls other AI products that are getting rushed to market.

Ironically, AI could well solve these programs' most pressing security flaws. "I could upload a Recall screenshot to ChatGPT today and tell it to identify the data which looks sensitive, and it will be able to," Moreau notes. "They could have used their AI chip to help solve this [data leakage] but they didn't even try. They were too eager to ship."

About the Author(s)

Nate Nelson, Contributing Writer

Nate Nelson is a freelance writer based in New York City. Formerly a reporter at Threatpost, he contributes to a number of cybersecurity blogs and podcasts. He writes "Malicious Life" -- an award-winning Top 20 tech podcast on Apple and Spotify -- and hosts every other episode, featuring interviews with leading voices in security. He also co-hosts "The Industrial Security Podcast," the most popular show in its field.

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The state of AI in early 2024: Gen AI adoption spikes and starts to generate value

If 2023 was the year the world discovered generative AI (gen AI) , 2024 is the year organizations truly began using—and deriving business value from—this new technology. In the latest McKinsey Global Survey on AI, 65 percent of respondents report that their organizations are regularly using gen AI, nearly double the percentage from our previous survey just ten months ago. Respondents’ expectations for gen AI’s impact remain as high as they were last year , with three-quarters predicting that gen AI will lead to significant or disruptive change in their industries in the years ahead.

About the authors

This article is a collaborative effort by Alex Singla , Alexander Sukharevsky , Lareina Yee , and Michael Chui , with Bryce Hall , representing views from QuantumBlack, AI by McKinsey, and McKinsey Digital.

Organizations are already seeing material benefits from gen AI use, reporting both cost decreases and revenue jumps in the business units deploying the technology. The survey also provides insights into the kinds of risks presented by gen AI—most notably, inaccuracy—as well as the emerging practices of top performers to mitigate those challenges and capture value.

AI adoption surges

Interest in generative AI has also brightened the spotlight on a broader set of AI capabilities. For the past six years, AI adoption by respondents’ organizations has hovered at about 50 percent. This year, the survey finds that adoption has jumped to 72 percent (Exhibit 1). And the interest is truly global in scope. Our 2023 survey found that AI adoption did not reach 66 percent in any region; however, this year more than two-thirds of respondents in nearly every region say their organizations are using AI. 1 Organizations based in Central and South America are the exception, with 58 percent of respondents working for organizations based in Central and South America reporting AI adoption. Looking by industry, the biggest increase in adoption can be found in professional services. 2 Includes respondents working for organizations focused on human resources, legal services, management consulting, market research, R&D, tax preparation, and training.

Also, responses suggest that companies are now using AI in more parts of the business. Half of respondents say their organizations have adopted AI in two or more business functions, up from less than a third of respondents in 2023 (Exhibit 2).

Gen AI adoption is most common in the functions where it can create the most value

Most respondents now report that their organizations—and they as individuals—are using gen AI. Sixty-five percent of respondents say their organizations are regularly using gen AI in at least one business function, up from one-third last year. The average organization using gen AI is doing so in two functions, most often in marketing and sales and in product and service development—two functions in which previous research determined that gen AI adoption could generate the most value 3 “ The economic potential of generative AI: The next productivity frontier ,” McKinsey, June 14, 2023. —as well as in IT (Exhibit 3). The biggest increase from 2023 is found in marketing and sales, where reported adoption has more than doubled. Yet across functions, only two use cases, both within marketing and sales, are reported by 15 percent or more of respondents.

Gen AI also is weaving its way into respondents’ personal lives. Compared with 2023, respondents are much more likely to be using gen AI at work and even more likely to be using gen AI both at work and in their personal lives (Exhibit 4). The survey finds upticks in gen AI use across all regions, with the largest increases in Asia–Pacific and Greater China. Respondents at the highest seniority levels, meanwhile, show larger jumps in the use of gen Al tools for work and outside of work compared with their midlevel-management peers. Looking at specific industries, respondents working in energy and materials and in professional services report the largest increase in gen AI use.

Investments in gen AI and analytical AI are beginning to create value

The latest survey also shows how different industries are budgeting for gen AI. Responses suggest that, in many industries, organizations are about equally as likely to be investing more than 5 percent of their digital budgets in gen AI as they are in nongenerative, analytical-AI solutions (Exhibit 5). Yet in most industries, larger shares of respondents report that their organizations spend more than 20 percent on analytical AI than on gen AI. Looking ahead, most respondents—67 percent—expect their organizations to invest more in AI over the next three years.

Where are those investments paying off? For the first time, our latest survey explored the value created by gen AI use by business function. The function in which the largest share of respondents report seeing cost decreases is human resources. Respondents most commonly report meaningful revenue increases (of more than 5 percent) in supply chain and inventory management (Exhibit 6). For analytical AI, respondents most often report seeing cost benefits in service operations—in line with what we found last year —as well as meaningful revenue increases from AI use in marketing and sales.

Inaccuracy: The most recognized and experienced risk of gen AI use

As businesses begin to see the benefits of gen AI, they’re also recognizing the diverse risks associated with the technology. These can range from data management risks such as data privacy, bias, or intellectual property (IP) infringement to model management risks, which tend to focus on inaccurate output or lack of explainability. A third big risk category is security and incorrect use.

Respondents to the latest survey are more likely than they were last year to say their organizations consider inaccuracy and IP infringement to be relevant to their use of gen AI, and about half continue to view cybersecurity as a risk (Exhibit 7).

Conversely, respondents are less likely than they were last year to say their organizations consider workforce and labor displacement to be relevant risks and are not increasing efforts to mitigate them.

In fact, inaccuracy— which can affect use cases across the gen AI value chain , ranging from customer journeys and summarization to coding and creative content—is the only risk that respondents are significantly more likely than last year to say their organizations are actively working to mitigate.

Some organizations have already experienced negative consequences from the use of gen AI, with 44 percent of respondents saying their organizations have experienced at least one consequence (Exhibit 8). Respondents most often report inaccuracy as a risk that has affected their organizations, followed by cybersecurity and explainability.

Our previous research has found that there are several elements of governance that can help in scaling gen AI use responsibly, yet few respondents report having these risk-related practices in place. 4 “ Implementing generative AI with speed and safety ,” McKinsey Quarterly , March 13, 2024. For example, just 18 percent say their organizations have an enterprise-wide council or board with the authority to make decisions involving responsible AI governance, and only one-third say gen AI risk awareness and risk mitigation controls are required skill sets for technical talent.

Bringing gen AI capabilities to bear

The latest survey also sought to understand how, and how quickly, organizations are deploying these new gen AI tools. We have found three archetypes for implementing gen AI solutions : takers use off-the-shelf, publicly available solutions; shapers customize those tools with proprietary data and systems; and makers develop their own foundation models from scratch. 5 “ Technology’s generational moment with generative AI: A CIO and CTO guide ,” McKinsey, July 11, 2023. Across most industries, the survey results suggest that organizations are finding off-the-shelf offerings applicable to their business needs—though many are pursuing opportunities to customize models or even develop their own (Exhibit 9). About half of reported gen AI uses within respondents’ business functions are utilizing off-the-shelf, publicly available models or tools, with little or no customization. Respondents in energy and materials, technology, and media and telecommunications are more likely to report significant customization or tuning of publicly available models or developing their own proprietary models to address specific business needs.

Respondents most often report that their organizations required one to four months from the start of a project to put gen AI into production, though the time it takes varies by business function (Exhibit 10). It also depends upon the approach for acquiring those capabilities. Not surprisingly, reported uses of highly customized or proprietary models are 1.5 times more likely than off-the-shelf, publicly available models to take five months or more to implement.

Gen AI high performers are excelling despite facing challenges

Gen AI is a new technology, and organizations are still early in the journey of pursuing its opportunities and scaling it across functions. So it’s little surprise that only a small subset of respondents (46 out of 876) report that a meaningful share of their organizations’ EBIT can be attributed to their deployment of gen AI. Still, these gen AI leaders are worth examining closely. These, after all, are the early movers, who already attribute more than 10 percent of their organizations’ EBIT to their use of gen AI. Forty-two percent of these high performers say more than 20 percent of their EBIT is attributable to their use of nongenerative, analytical AI, and they span industries and regions—though most are at organizations with less than $1 billion in annual revenue. The AI-related practices at these organizations can offer guidance to those looking to create value from gen AI adoption at their own organizations.

To start, gen AI high performers are using gen AI in more business functions—an average of three functions, while others average two. They, like other organizations, are most likely to use gen AI in marketing and sales and product or service development, but they’re much more likely than others to use gen AI solutions in risk, legal, and compliance; in strategy and corporate finance; and in supply chain and inventory management. They’re more than three times as likely as others to be using gen AI in activities ranging from processing of accounting documents and risk assessment to R&D testing and pricing and promotions. While, overall, about half of reported gen AI applications within business functions are utilizing publicly available models or tools, gen AI high performers are less likely to use those off-the-shelf options than to either implement significantly customized versions of those tools or to develop their own proprietary foundation models.

What else are these high performers doing differently? For one thing, they are paying more attention to gen-AI-related risks. Perhaps because they are further along on their journeys, they are more likely than others to say their organizations have experienced every negative consequence from gen AI we asked about, from cybersecurity and personal privacy to explainability and IP infringement. Given that, they are more likely than others to report that their organizations consider those risks, as well as regulatory compliance, environmental impacts, and political stability, to be relevant to their gen AI use, and they say they take steps to mitigate more risks than others do.

Gen AI high performers are also much more likely to say their organizations follow a set of risk-related best practices (Exhibit 11). For example, they are nearly twice as likely as others to involve the legal function and embed risk reviews early on in the development of gen AI solutions—that is, to “ shift left .” They’re also much more likely than others to employ a wide range of other best practices, from strategy-related practices to those related to scaling.

In addition to experiencing the risks of gen AI adoption, high performers have encountered other challenges that can serve as warnings to others (Exhibit 12). Seventy percent say they have experienced difficulties with data, including defining processes for data governance, developing the ability to quickly integrate data into AI models, and an insufficient amount of training data, highlighting the essential role that data play in capturing value. High performers are also more likely than others to report experiencing challenges with their operating models, such as implementing agile ways of working and effective sprint performance management.

About the research

The online survey was in the field from February 22 to March 5, 2024, and garnered responses from 1,363 participants representing the full range of regions, industries, company sizes, functional specialties, and tenures. Of those respondents, 981 said their organizations had adopted AI in at least one business function, and 878 said their organizations were regularly using gen AI in at least one function. To adjust for differences in response rates, the data are weighted by the contribution of each respondent’s nation to global GDP.

Alex Singla and Alexander Sukharevsky are global coleaders of QuantumBlack, AI by McKinsey, and senior partners in McKinsey’s Chicago and London offices, respectively; Lareina Yee is a senior partner in the Bay Area office, where Michael Chui , a McKinsey Global Institute partner, is a partner; and Bryce Hall is an associate partner in the Washington, DC, office.

They wish to thank Kaitlin Noe, Larry Kanter, Mallika Jhamb, and Shinjini Srivastava for their contributions to this work.

This article was edited by Heather Hanselman, a senior editor in McKinsey’s Atlanta office.

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Pharmalittle: We’re reading about a Moderna Covid-flu vaccine, a paused Pfizer study, and more

By Ed Silverman June 10, 2024

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G ood morning, everyone, and welcome to another working week. We hope the weekend respite was invigorating and inspiring, because that oh-too predictable routine of online meetings, phone calls, and deadlines has returned. But what can you do? The world, such as it is, continues to spin. So to give it a nudge in a better direction, we are firing up the coffee kettle to brew some cups of stimulation. Our choice today is a new addition to our overflowing pantry — maple bourbon. Please feel free to join us. Meanwhile, we have once again assembled a few items of interest for you. Best of luck on your journey today and, of course, do keep in touch. …

Moderna announced that, in a Phase 3 clinical trial, its combination Covid-19 and influenza vaccine generated stronger immune responses in older adults than individual vaccines targeting those viruses , STAT says. The findings, disclosed in a press release, suggest the company may be on track to bring a combination flu and Covid vaccine to the market, potentially as early as autumn 2025. A combo shot could improve uptake of both flu and Covid vaccines. U.S. health officials recommend annual flu and Covid vaccinations for everyone, but the need is seen to be especially acute for older adults, who are at higher risk from serious illness from both Covid and influenza infections.

Pfizer paused a study of an experimental gene therapy for muscular dystrophy after a child who received it died suddenly , Bloomberg News writes. The patient, a young boy, suffered a cardiac arrest after receiving Pfizer’s one-time treatment last year. The boy was part of a mid-stage study, now concluded, that enrolled children between the ages of 2 and 4, Pfizer paused administering the same gene therapy in a separate, final-stage study while it investigates the boy’s death. That study is looking at the gene therapy, called fordadistrogene movaparvovec, to treat Duchenne muscular dystrophy, a rare and fatal muscle-wasting disease that primarily affects boys.

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PDF Insights From a Literacy Tutor: A Case Study of Critical Reading and
For this case study, the authors use interactive read-alouds and writing samples to document the reading and writing events of this yearlong tutorial experience. They report on the power of critical literacy to engage a developing reader and improve her comprehension. These
What the Case Study Method Really Teaches
What the Case Study Method Really Teaches. Summary. It's been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study ...
The Space and Practice of Reading
This comparative study of reading practices in an elite school and a government school in Singapore draws on practice and spatial perspectives to provide critical insight into how taken-for-granted practices and spaces of reading can be in fact unacknowledged spaces of inequity. Acknowledging the role of social class in shaping reading ...
Reading, receiving, revising: A case study on the relationship between
Case selection was informed by previous research on students' responses to the assignment central to this study (Watts et al., 2022).In their analysis, Watts et al. (2022) identified the mechanism students chose as most likely in their initial and revised drafts, and quantitatively analysed points of agreement and disagreement between students in the peer review process.
Reading
Some sample reading goals: To find a paper topic or write a paper; To have a comment for discussion; To supplement ideas from lecture; To understand a particular concept; To memorize material for an exam; To research for an assignment; To enjoy the process (i.e., reading for pleasure!). Your goals for reading are often developed in relation to ...
How curriculum and assessment policies affect the role of reading in an
Reading assessment is a critical feature of education systems. The aim of this study is to explore reading assessment policy in the New Zealand (NZ) assessment culture. We reviewed research publications, national policy documents and test protocols on reading for year levels 6-9 (ages 9-13).
Case Study in Reading Disability: An Emergent Literacy Perspective
This case study chronicles the development of reading and writing in an eight-year-old student identified as learning disabled. The study is rooted in the forms of multiple theoretical perspectives of literacy, including cognitive science, sociohistorical, and developmental (emergent literacy). The central focus is on the changes in the forms ...
Notion Note-Taking Enhancement: UX Case Study
This case study was created for educational purposes. The Notion note-taking enhancement described here is a fictional feature used to demonstrate my process and skills as a UX designer. ... As someone who loves reading and using Notion, I often find it annoying to switch between my reading material and Notion just to take notes. This inspired ...
Microsoft Alters 'Recall' AI Feature for More Privacy
Risks in Recall: A Case Study. Many security experts cringed when Recall was announced, but few more than Marc-André Moreau, CTO of Devolutions. ... Dark Reading June 20 Event. June 20, 2024 ...
The state of AI in early 2024: Gen AI adoption spikes and starts to
If 2023 was the year the world discovered generative AI (gen AI), 2024 is the year organizations truly began using—and deriving business value from—this new technology. In the latest McKinsey Global Survey on AI, 65 percent of respondents report that their organizations are regularly using gen AI, nearly double the percentage from our ...
Partner Case Study Series
ElasticDocs Intuitive Knowledge Container, the company's flagship product, is a cloud-enabled web solution that organizes, structures, and accesses unstructured data for the energy industry. It's available in a Software-as-a-Service model through the Microsoft Azure Marketplace. Iraya Energies implemented ElasticDocs on Azure to access ...
PDF Using a Case Study Assignment in a Reading Methods Course
reading professionals (Brown, Collins, & Duguid, 1989; Lave & Wenger, 1991). The case study assignment is the primary vehicle for this work as students connect their growing understanding of literacy development and the reading process with their work with a struggling reader in their field placement.
Moderna releases Covid-flu vaccine, Pfizer pauses study
The findings, disclosed in a press release, suggest the company may be on track to bring a combination flu and Covid vaccine to the market, potentially as early as autumn 2025. A combo shot could ...