Education Energy and Matter: Differences in Discourse in Physical and Biological Sciences Can Be Confusing for Introductory Biology Students Laurel M. Hartley, Jennifer Momsen, April Maskiewicz, and Charlene D’Avanzo Biology majors often take introductory biology, chemistry, and physics courses during their first two years of college. The various and sometimes conflicting discourse about and explanations of matter and energy in these courses may contribute to confusion and alternative conceptions (those that differ from scientific consensus) in biology learners. An important area of biology education research—students’ alternative conceptions—has produced a lengthy list of alternative conceptions related to students’ understanding of matter and energy flow through biological systems through processes such as photosynthesis and cellular respiration. By synthesizing the research literature and conducting interviews of science faculty members, we have identified similarities and differences in matter and energy discourse and teaching in these different science disciplines. This study can help biology instructors recognize and appreciate the ways in which instructors present concepts related to energy and matter in their courses and alter their discourse and teaching practices to promote learning and minimize confusion among their students. Keywords: matter, energy, discourse, biology teaching I ra Glass’s quotation (see below) reflects a common naive conception that matter and energy are synonyms. Although at a subatomic level, this statement has truth (i.e., E = mc2), biology students who articulate this idea are not thinking subatomically; they actually believe that energy “turns into” matter during processes such as photosynthesis and respiration (Hartley et al. 2011). This example shows how students in introductory physics, chemistry, and biology courses may experience discourse (how instructors explain concepts) about matter and energy in completely different ways. In the present article, we explore such differences in discourse among physicists, chemists, and biologists at an introductory college level to help biology instructors begin to bridge students’ conceptual understandings of matter and energy across these science courses. “Matter and energy are different versions of each other. And while you can convert one into the other, they cannot be created or destroyed.” —Ira Glass, host of This American Life, 31 May 2002 Matter and energy are core concepts throughout science curricula in high school and college (College Board 2009, AAAS 2011). The College Board (2009) identified matter and energy as a unifying concept that should help high-school students build connections among science disciplines. At the college level, Vision and Change in Undergraduate Biology Education (AAAS 2011) identified movement and transformation of energy and matter as a core concept underpinning biological literacy. Such repeated exposure to matter and energy in the physical and biological sciences should reinforce biology undergraduates’ understanding of both. However, research indicates that many biology students provide explanations suggesting that matter or energy can disappear, suggesting that matter can become energy and vice versa, and that fail to properly account for atoms during transformation processes (Wilson et al. 2006, Hartley et al. 2011). Understanding how matter and energy are transformed in biological systems is critical to understanding the core content taught in introductory biology courses (table 1). We suggest, therefore, that biology educators consider the entire learning landscape experienced by students who may be taking introductory biology, physics, and chemistry simultaneously. Helping introductory biology instructors understand the BioScience 62: 488–496. ISSN 0006-3568, electronic ISSN 1525-3244. © 2012 by American Institute of Biological Sciences. All rights reserved. Request permission to photocopy or reproduce article content at the University of California Press’s Rights and Permissions Web site at www.ucpressjournals.com/ reprintinfo.asp. doi:10.1525/bio.2012.62.5.10 488 BioScience • May 2012 / Vol. 62 No. 5 www.biosciencemag.org Education Table 1. Framework relating typical introductory biology curriculum to the conservation of matter and the conservation of energy. Matter Energy Topic Concept Terminology Concept Terminology Photosynthesis Matter is converted from carbon dioxide and water into glucose. Calvin cycle, light and dark reactions, plant growth, net primary production Energy is converted from light energy to chemical energy. Transmembrane proton pumps, plant growth, energy stored in plant biomass Transformation Molecules are transported through living organisms, broken down and converted into other molecules as part of growth and biomass allocation. Anabolism, catabolism, consumption or eating, biomass allocation and growth, herbivory, predation, sequestration Energy is transferred as matter is transformed from one chemical to another. Biosynthetic pathways, growth, biosynthesis, energy flow through food webs, energy pyramid Oxidation Matter is oxidized to carbon dioxide and water during respiration. Krebs cycle, glycolysis, heterotrophic respiration, autotrophic respiration, decomposition and decay, net ecosystem respiration Energy is transferred as matter is broken down into simpler molecules and some energy is converted and released as heat. Electron transport chain, respiration, movement, temperature regulation, decomposition and decay, atmospheric warming different discourse and applications of matter and energy among science disciplines may improve their ability to address student conceptions about matter and energy, which will ultimately lead to improved student learning. Our goals in this article are to compare how introductory biology, chemistry, and physics textbooks define and contextualize matter and energy; to provide a useful, compact synthesis of research on student conceptions of matter and energy; and to compare and contrast the contexts and discourses used by instructors who teach introductory biology, chemistry, and physics. Methodology for the text review, literature review, and faculty-member interviews Textbooks contain the context, definitions, and explanations for concepts in a discipline. To achieve our first goal, we reviewed popular college biology, chemistry, and physics textbooks (table 2), focusing on the definitions of energy and matter in their glossaries or texts and on concepts related to energy and matter within their indices. Next, we surveyed published biology, chemistry, and physics education research concerning students’ conceptions of matter and energy. Given the depth of this research area (nearly 4000 published articles since 1969), we do not present an exhaustive review. Rather, we detail common themes concerning student conceptions of energy and matter that emerged from our broad reading of the literature. Finally, to better understand the classroom discourse surrounding energy and matter, three of us (each a biologist) conducted 30–60-minute semistructured interviews of one or two college chemistry and physics faculty members (n = 5 chemists and n = 4 physicists) at our institutions to uncover the language, contexts, and scale commonly used in their explanations of phenomena related to matter and energy (see the supplemental material, available online at http:// dx.doi.org/10.1525/bio.2012.62.5.10, for the interview questions). Some interview questions were adopted from a study designed to expose biology students’ alternative conceptions about energy and matter (Hartley et al. 2011), whereas www.biosciencemag.org others were based on our literature review. We recorded and transcribed the interviews, and then each author independently read the transcripts to look for themes common among the faculty-member answers, with particular attention paid to commonalities and differences in the discourse used by the faculty members of various disciplines. We then discussed the themes that emerged from our readings of the transcripts, reconciled our interpretations, and returned to the transcripts to ensure that all of the data were consistent with these themes. Although this limited set of interviews cannot represent all physical-science faculty members, it did uncover several differences in how science faculty members teach about energy and matter at the introductory level. Our findings are divided into three sections: the textbook analysis, the synthesis of research on student conceptions, and the interview findings. Definitions and presentations of energy and matter in introductory physics, chemistry, and biology textbooks The textbooks’ treatments of matter differed markedly from those of energy. Of the 10 textbooks we surveyed, 8 defined energy, and all of them included energy in the index. Only four textbooks defined matter, and five included matter in the index (table 2). Six textbooks (five biology, one chemistry) described energy as “the capacity to do work” (table 2). Three biology texts included the idea that energy can promote or cause change, and two (one biology, one chemistry) described energy in relation to the movement of heat. We see several problems here. First, several words (e.g., capacity, work, heat) are lexically ambiguous (Lemke 1990)—that is, they have common, colloquial meanings that may confuse students or conflict with scientific meanings. Furthermore, abstract terms such as work may confuse students. For example, will introductory-level students understand the work done when a concentration gradient is maintained across a cell membrane or when amino acids condense to form proteins (Wood-Robinson 1985)? May 2012 / Vol. 62 No. 5 • BioScience 489 Education Table 2. Textbook definitions and index-term usage of matter and energy. Physics Chemistry Biology Definition of matter No definitions found in glossary or introductory chapters.a,b,c Anything that occupies space and has mass.d The material of the universe.e Anything that takes up space and has mass.f,g Composed of atoms.g Definition of energy The concept of energy has grown and changed with time, and it is not easy to define in a general way just what energy is.a The term energy is so broad that a clear definition is hard to write. Technically, energy is a scalar quantity associated with the state (or condition) of one or more objects… Energy is a number that we associate with a system of one or more objects.c The capacity to do work.d,e To cause heat flow.e The capacity to do work.f,g,h,i To cause change.f,i,j To cause heat flow.h Associated with a system (chemical or physical).i Index terms and concepts related to energy Potential energy, kinetic energy, mechanical energy, thermal energy, conservation of energy, relativity, storage, transport Chemical energy, electrical energy, heat, internal energy, kinetic energy, potential energy, thermal energy, bond energy, heat, conservation of energy, transfer of energy, internal energy Chemical energy, heat, kinetic energy, thermal energy, elements, budgets, catabolic pathways, free energy, energy flow in ecosystems, laws of thermodynamics, energy processing, torpor, energy transfer between trophic levels Index terms and concepts related to matter Antimatter, dark matter, energy released by, particle nature, wave nature, building blocks of States of matter: solid, liquid, gas; quantum nature Elements, compounds Knight 2008. Serway and Faughn 1999. c Halliday et al. 2011. d Tro 2010. e Zumdahl and Zumdahl 2007. f Campbell and Reece 2007. g Raven et al. 2008. h Freeman 2011. i Sadava et al. 2011. j Brooker et al. 2008. a b The contexts in which energy appeared in the textbook indices varied. All of the textbooks addressed various forms of energy (e.g., potential, kinetic, chemical, thermal; table 2). In the biology textbooks’ indices, there was a clear focus on movement (e.g., energy flow or transfer through ecosystems) and transformations of energy (e.g., laws of transformation). In contrast, similar discourse was not apparent in the physics and chemistry textbooks’ indices. Furthermore, only two biology indices listed conservation of energy or laws of thermodynamics, whereas all of the physics and chemistry textbooks did. Therefore, on the basis of the textbook indices, one might conclude that the conservation of energy is an unimportant concept in biology. We suggest instead that the conservation of energy is an explicit topic in physics and chemistry texts but is more implicitly discussed in biology. Matter was defined concisely in four of the textbooks (two biology and two chemistry texts) as either the material of the universe or anything that takes up space or has mass (table 2). A single biology text identified matter as composed of atoms. Overall, these definitions are broad, devoid of context, and rely on the students’ existing scientific understanding. As a result, such abstractions may lead to memorization instead of problem solving. Furthermore, as with energy, numerous lexically ambiguous terms (e.g., material, space, mass) may impede student understanding. 490 BioScience • May 2012 / Vol. 62 No. 5 The context in which the concept of matter is taught was difficult to discern from the sampled textbooks. Matter was in five of the textbooks’ indices as forms or states of matter (i.e., elements, dark matter, antimatter, wave nature). We found this curious, since chemistry and physics students learn about atoms and molecules—all forms of matter. Perhaps the textbooks’ authors and editors viewed matter as a general umbrella term that they did not need to define. This is problematic, because the law of conservation of mass or matter is a unifying scientific principle that students should be able to apply to biology, physics, and chemistry. They may find this difficult if they do not recognize that atoms and molecules are both types of matter, for example. Common student alternative conceptions about energy and matter There is a wealth of research on student conceptions of energy and matter in biology, chemistry, and physics. The following summary of this work is designed to help instructors better appreciate common alternative conceptions and therefore to more effectively teach about energy and matter in biological contexts. Energy. Students’ conceptions about energy are wide ranging and differ in their sophistication. First, energy is often used www.biosciencemag.org Education in everyday discourse in a nonscientific way (Brook 1986, Millar 2005, Mohan et al. 2009), which leads to its being a lexically ambiguous term. Some students say that they “have a lot of energy,” equating the term with vigor and believing that energy is related to fitness and strength (Brook 1986). A second common idea is that energy is a currency that can be bought or sold (Cachelin et al. 2010). Students also think energy can be used up or lost (Hartley et al. 2011) and may justify this with examples of dead batteries and empty fuel tanks (Ross 1993). As a final example, students often view energy as something that enables organisms to carry out a function, with objects either needing or having energy (Mohan et al. 2009). These broad and vague ideas limit students’ ability to understand energy transformation and conservation during biological conversion processes such as respiration and photosynthesis (Anderson et al. 1986). Many do not apply the law of conservation of energy at all and assume that energy can be “used up” (Kesidou and Duit 1993, Hartley et al. 2011). Others do not account for the degradation of energy or energy transformations or conflate matter and energy, assuming that they can be interconverted (Wilson et al. 2006, Hartley et al. 2011). For example, many college biology students do not recognize energy in a form that is not biologically useful (e.g., heat as a product of cellular respiration) and therefore misunderstand energy degradation (Hartley et al. 2011). Another widespread alternative conception is that energy is stored in the bonds of substances and released when these bonds are broken—rather like a fluid leaking out of a broken pipe or egg (Ross 1993). In fact, energy has to be supplied to break bonds rather than its being released when they break. Misunderstanding the nature and role of energy can lead to simplistic one-dimensional explanations of biological systems. Matter. Biology instructors can learn a good deal about students’ alternative ideas about matter from chemistry, physics, and biology education research. For example, many studies identify students’ alternative conceptions about gases, including that gases can disappear, that they are weightless, or that they have little weight (e.g., Cetin et al. 2009). These ideas have implications for biology instruction, because the conservation of matter is fundamental to students’ understanding of many metabolic processes. For example, Hartley and colleagues (2011) quoted a college student talking about photosynthesis: “[carbon dioxide] does add weight but not a lot, [because] gas [does] not have much mass [and does] not take up much of the weight.” Students who ignore or misunderstand matter conservation for gaseous reactants and products may not comprehend how cellular respiration results in a loss of carbon dioxide from organisms or that the atmosphere is the carbon source in photosynthesis. Chemistry education research has exposed many alternative conceptions about the particulate nature of matter. For instance, Adadan and colleagues (2009) asked chemistry students to draw solids, liquids, and gases at the submicroscopic www.biosciencemag.org level; over half drew solids as continuous and homogenous (no particles), in contrast to liquids (large particles) and gases (small particles). Such conceptions may limit students’ understanding of molecular movement and transformations in biological systems. These ideas exist because of challenges in interpreting what we can and cannot see. Although faculty members intuitively make conceptual shifts between observable and microscopic phenomena (Maskiewicz 2006), students struggle to understand the interactions between atoms and molecules, which are not visible, and then to apply these ideas to everyday macroscopic phenomena. Even some upper-level chemistry students hold naive ideas about the size of atoms (Haidar 1997). A third level of comprehension— symbolic representations of atoms and molecules in equations and models—also challenges students’ conceptual understanding of matter (Gabel 1999). Finally, many studies describe students’ application of agency in natural phenomena: Events happen because they “need to” or are caused by an outside force (e.g., Tamir and Zohar 1991). A related idea is that things have a natural and predetermined way of being. Such ideas are evident in descriptions that “water causes salt to dissolve,” water exists because hydrogen “needs an electron in its outer shell, and oxygen needs two,” and “when you put two things together, they will always react” (Taber and Garcia-Franco 2010). Ascribing agency may prevent students from thinking about processes and mechanisms. If plants photosynthesize and animals respire out of “need,” students may find no reason to think through the underlying mechanisms. Findings from the interviews with faculty members Interviews with faculty members who teach introductory chemistry or physics revealed differences in discourse and contexts concerning matter and energy. As was expected, physical scientists, like biologists, draw on the laws of conservation of matter and energy in their courses. However, we identified three distinct differences in how matter and energy were discussed and applied: the boundaries that the faculty members drew around systems, how the faculty members traced matter and energy within systems, and the distinction between matter and energy. Drawing boundaries around systems. In introductory biol- ogy courses, living systems are examined across a range of scales—subatomic, atomic, molecular, subcellular, cellular, organismal, ecosystem, and global—and related topics may well be presented at different points in the course. For instance, what students learn about carbon fixation and the Calvin cycle may be the basis for their understanding of plant function and whole-ecosystem metabolism. However, recognizing the appropriate scale at which to reason about a biological process is difficult for students (Maskiewicz 2006, Wilson et al. 2006, Hartley et al. 2011). In contrast, science instructors easily trace matter and energy across scales. For example, ecologists considering questions about carbon dynamics in ecosystems routinely think about carbon in May 2012 / Vol. 62 No. 5 • BioScience 491 Education elemental and molecular form, in cells, in organisms, and within the ecosystem as a whole. We propose that the automatic nature of this reasoning can explain why instructors may not recognize that this is a challenge for their students. The boundaries that biologists consider with respect to energy and matter are defined by particular systems (e.g., body, ecosystem) with which we are dealing. Biologists might trace energy “flow” into a plant cell as radiant energy assimilated (and therefore biologically useful) and energy that leaves the cell in organic compounds (also useful). Energy not used to do metabolic work may not be accounted for. Although biology teachers recognize that unaccounted energy is not “lost,” a surprising number of introductorylevel biology students believe that energy can truly be “lost” (Hartley et al. 2011), as opposed to its being not lost but biologically unavailable. In contrast, physicists may be more explicit about the conservation of energy, perhaps because physicists’ range of focus extends from the subatomic scale to the universe. Indeed, three of the four physicists that we interviewed explicitly defined a system’s boundaries when discussing energy. Physicist 1 said that “energy is conserved, and then I guess it’s a matter of thinking of what are the bounds of your system?” When discussing energy, physicist 2 said that he pays careful attention to “what your boundaries [are] and what comes in and what goes out.” Physicist 3 responded similarly to an interview question about matter and energy cycling in a rainforest (box 1, quotation 1). Four of the five chemists that we interviewed also explicitly defined system boundaries, but here, chemical reactions at the molecular scale defined the boundaries. In response to the rainforest question, chemist 1 explained that in a rain forest, her scale of interest was at the level of chemical reactions within that system (box 1, quotation 2). Interestingly, when discussing energy, all of the interviewed chemists mentioned that the boundaries encompass the universe: For instance, chemist 2 said, “but we do talk about heat and work and energy being lost, and the system gaining it and losing it, the universe gaining it and losing it around it.” Nevertheless, the problems and tasks that students engage when considering energy are at the scale of a chemical reaction (box 1, quotation 3). In summary, all five chemists specifically referred to very large and very small scales and to energy transfer across these scales and frames of reference, and they were careful to define the forms of energy (e.g., heat, chemical) that they were describing. Again, this small sample cannot represent all chemists; rather, these instructors show what it means for instructors to carefully describe and define terms and system boundaries related to energy and matter. Finally, an interview question focused on recycling of carbon versus the “loss” of energy in an ecosystem resulted in lengthy and at times confusing discussions about the terms recycling and lost. When talking about a rainforest, a biologist would not consider energy to be recycled, because after energy is transformed into heat, living systems can no longer use it for metabolic processes. In contrast, the physicists equated 492 BioScience • May 2012 / Vol. 62 No. 5 tracing energy with energy recycling. Three of the chemists said that they would not use the term recycled at all when discussing energy or matter (box 1, quotation 4). The term recycled then, seems to imply different meanings for these disciplines, because scientists focus on different aspects of a system. This illustrates how students might be confused by the use of words in biological and physical science classes. Tracing matter and energy within the system. In accordance with the quotations above, we found that all four physics interviewees emphasized the movement of energy into and out of a whole system, whereas the five chemists placed more importance on the movement of energy within the system. In contrast, the biologists tended to focus on processes that facilitate the transfer of energy in living systems. Therefore, students in introductory chemistry, biology, and physics may be asked to account for details of the energy of systems with varying degrees of specificity. The physicists that we interviewed typically focused on energy movement, with discourse about energy as moving from or toward something (box 1, quotations 5 and 6). Furthermore, all four physicists traced energy entering and leaving a system; the details of energy transformations inside the system were less important. For example, when he was asked how glucose in a grape provides the energy to move your finger, physicist 3 explained that the specific mechanisms were not important to him (box 1, quotation 7). In contrast, all five chemists were primarily interested in mechanisms and in tracking the energy of reactants and products throughout their transformation. Chemist 3 said, “Your reactants versus your products are going to have some level of potential energy… if the reactants have a higher potential energy and… [the] products have a lower potential energy, there’s a release in energy.” In biology courses, students are rarely asked to account for energy in a quantifiable way or to trace energy in an explicit way, and the chemists were eager to illuminate some of the errors of biologists regarding this issue, especially in regard to the concept of chemical bonds (box 1, quotation 8). The idea that certain chemical bonds store large amounts of energy, such as phosphate bonds in ATP (adenosine triphosphate), has been criticized for nearly 30 years (Wood-Robinson 1985) but still persists in biology courses. All five chemists also critiqued the incorrect idea that “breaking bonds gives off energy” (e.g., respiration releases the energy held in the high-energy bonds of organic molecules). Chemist 1 suggested that discourse and a lack of energy-accounting practices in biology might perpetuate this conception, whereas chemist 3 shared an excerpt from a text illustrating this point (box 1, quotation 9). In our interviews, it was clear that tracing matter within a system was just as important an issue for chemists as tracing energy. The chemistry faculty members explicitly required students to quantitatively trace atoms and molecules. One interviewee suggested that biologists’ tendency to black-box (or fail to explain in detail) enzymatic reactions of biological processes may well confuse students in regard to tracing www.biosciencemag.org Education Box 1. Interview responses regarding student conceptions of matter and energy. Drawing boundaries around systems Quotation 1. Physicist 3: “[In the rainforest], a physicist might talk about… the boundaries of that system. So if it’s a closed system, if it’s this rainforest,… all the energy in there is recycled within the system.” Quotation 2. Chemist 1: “The boundary meaning the entire rainforest… you’re talking about the ecosystem?… When [sic] we give problems, individual problems for students to solve, and we actually have them calculate how much heat is given off by a system. When we refer to a system, it is something very small.” Quotation 3. Chemist 3: “You could compare the energy of the reactants and the products, and then, so if something—let’s say the reactants are of higher energy and then the products are of lower energy, there’s that change and so that is maybe given off as heat.” Quotation 4. Chemist 3: “When we’re talking about energy or matter, we don’t use the word recycled. We’re talking more in a context of overall, so energy is, you know, not created or destroyed, so it’s conserved, transferred from one form to another.... Really, in the big scheme of things, when we’re talking, ‘energy is conserved’ it’s like in the universe, really.” Tracing matter and energy within the system Quotation 5. Physicist 3: “I think of energy in terms of transfer.... On the level of what we talk about in physics most of the time, the energy contained in an entity is transferred to some other entity or state. Thermal energy. Heat transfer. You have to have a gradient for energy transfer.” Quotation 6. Physicist 2: “And in a system, if energy leaves or somehow disappears, [we say] ‘Oh, let’s track down where that energy went,’ and then we’ll define that as kind of another form of energy.” Quotation 7. Physicist 3: “So I’d probably say, well, the glucose has energy and the ATP [adenosine triphosphate] has energy. And something happened in between [that] transferred that energy. And I… don’t really care about the mechanism.… All I’m concerned about when thinking about energy is that the energy here got transferred to the energy there. Probably it wasn’t 100%. Nothing’s ever 100%. So something happened, but that’s the flow of energy.” Quotation 8. Chemist 2: “So one of the biggest misconceptions in chemistry [is that] breaking bonds gives off energy. That’s so wrong. Energy comes flying out when you form bonds. Wrong! You are breaking bonds in glucose, putting energy in, but then in the formation of carbon dioxide and water, you’re losing energy, energy’s released.… It’s the formation of a more stable system that transfers the energy. So the energy of glucose is released when the carbon dioxide and water are formed.... It’s just the difference in energy between carbon dioxide and water, and [that between] glucose and oxygen. Reactions are coupled in a molecular way.” Quotation 9. Chemist 3: “Scientists often say that energy is stored in chemical bonds or in a chemical compound, which may make it sound as if breaking the bonds in the compound releases energy. For example, we often hear in biology that energy is stored in glucose or in ATP. However, breaking a chemical bond always requires energy. When scientists say that energy is stored in a compound, or that a compound is energy rich, it means that the compound can undergo a reaction in which weak bonds break and strong bonds form, releasing energy. It is always the forming of chemical bonds that releases energy.” (Tro 2011, pp. 388–389) Quotation 10. Chemist 2: “When you go from ATP to ADP [adenosine diphosphate], and you lop off a phosphate.… So I think it’s a black box, just ATP goes to ADP and then you get a phosphate and then you get energy… but… P for us is phosphorus, it’s not a phosphate.” Conflating matter and energy Quotation 11. Physicist 3: “As E = mc 2, now we’re talking about kind of a special situation in physics. So it’s not something I think necessarily applied to every day life. So, while it is true that there’s an equivalence between matter and energy, in a biological context, matter can’t become energy.” Quotation 12. Physicist 1: “Within the context of chemistry and biology, matter and energy are two separate things... [but that’s not] true when you’re dealing with nuclear processes or high-energy physics processes, particle physics.” matter (box 1, quotation 10). Chemist 2’s argument here is that P represents a phosphorus atom in chemistry, not a phosphate group. In this way, biologists may be confusing students who are learning how to follow atoms through biological mechanisms and across organizational scales. Conflating matter and energy. Our last finding from the inter- views returns us to Ira Glass’s quotation. From a biological www.biosciencemag.org perspective, matter and energy are distinct; matter cycles through cells, organisms, and ecosystems, whereas energy may flow through these systems and degrade. However, each of us has experienced introductory-level biology students who tell us that matter and energy are interchangeable, invoking E = mc 2. We originally assumed that the belief originated in a physics class, but interviews with physicists led us to another hypothesis: that students get the idea of May 2012 / Vol. 62 No. 5 • BioScience 493 Education E = mc2 from popular media such as This American Life or from everyday conversations. From a physicist’s perspective, although matter can be created from energy at a small scale (e.g., particle physics), matter and energy are not interchangeable at the cellular or organismal scale (box 1, quotations 11 and 12). Students’ confusion ultimately results from their lack of understanding of higher-energy physics and the critical importance of scale in this particular case. difficult to relate different types of symbolic representations of molecules (such as molecular formulas and shapes) to one another, for example. Validated concept inventories like this are useful tools to help faculty members recognize especially problematic aspects of students’ understanding of energy and matter and to assess approaches, such as active teaching, that are designed to improve understanding (D’Avanzo 2008). Instructional interventions How can biology instructors help introductory-level students navigate such differences in the discourse and conception of energy and matter? Several suggestions have been proposed by science educators to promote students’ scientific understanding of matter and energy and their application of that understanding. Energy as an abstract concept is very difficult to teach and learn, which leads to debates about how energy should be taught in early grades through college (Millar 2005). For instance, Kesidou and Duit (1993) recommended teaching the concepts of energy degradation (energy becomes less usable) and energy conservation together. Our textbook review suggests that energy degradation is emphasized less than energy conservation. Solomon (1985, p. 169) recommended adding “there is the same amount of energy at the end as at the beginning” to the phrase “energy can never be created nor destroyed.” Here, the “same as” phrase is meant to cue students to account for energy. Certainly, teaching students to routinely account for energy would be valuable. There are also debates about introducing energy qualitatively or quantitatively (Duit 1987, Millar 2005). Warren (1982) argued that energy should be introduced from the start as an abstract mathematical concept, because qualitative treatment makes energy seem like an invisible, intangible substance that can flow from place to place. Others see qualitative treatment as a useful way of simplifying a difficult idea (Millar 2005). The many studies about students’ preconceived ideas about matter have led to a good deal of research on possible interventions. Visualization—asking students to represent their understanding visually—has been a fruitful area of research. For example, Harrison and Treagust (1996) studied students’ sketches of atoms, which included models like solar systems, single and multiple orbits, and electron clouds that differed in size by orders of magnitude. This research led to the recommendation that instructors provide opportunities for students to draw their conceptions. The use of computers to help the students better visualize microscopic phenomena is an exciting area of research in chemistry (e.g., Cetin 2009). Finally, there is a large amount of literature on conceptual inventories in the physical sciences—researchbased sets of questions designed to expose students’ alternative conceptions. For instance, Birk and Kurtz (1999) used a two-tier diagnostic test (each multiple-choice question required a brief explanation) on covalent bonding and structure and showed that even some graduate students found it Critical lessons and opportunities for faculty members In general, we found both similarities and differences regarding contexts and discourse practices among the three disciplines with respect to matter and energy. Instructors in all three disciplines applied the laws of thermodynamics to constrain ideas about what is possible and not possible, but whether the laws of thermodynamics are an explicit part of the course varied among them. We found that the language or discourse used and the system boundaries discussed were fundamentally different among the disciplines. For example, in chemistry class, a student may implicitly be required to draw boundaries around a molecular reaction, whereas in physics, the boundary might be the entire universe, and in biology, the boundary might be the body of an organism or an ecosystem. Explicitly understanding the boundaries of a system has a direct influence on how far students choose to trace matter and energy and whether they see matter and energy as being conserved. Differences in discourse and boundary delineations among the disciplines are rarely explained to students. We also found that many of the science textbooks that we surveyed were not organized in a manner that parallels or facilitates the teaching of core concepts for biological literacy, which includes an understanding of the pathways and transformations of matter and energy. Indeed, although textbooks are valuable collections of fundamental knowledge within a domain, they usually do not illuminate the interrelationships between biology, chemistry, and physics. The simple and concise nature of textbook definitions of matter and energy, for example, support rote memorization but do little to facilitate a systems approach to thinking about solutions to scientific problems. Our findings lead to several critical lessons and opportunities for biology instructors. First, we must recognize that students walk into our classrooms with a wide range of alternative ideas about energy and matter that we might not anticipate. Biology faculty members can promote student learning by being precise about our language as we explain concepts that involve matter or energy. In doing so, we need to be aware that language that is lexically ambiguous carries multiple and often conflicting meanings for our students. Such language, instead of clarifying difficult concepts, may cause further confusion. Teachers may also explain to students how biologists account for and describe energy and matter in contrast to how physicists and chemists do so. As a final suggestion, instructors often use analogies and 494 BioScience • May 2012 / Vol. 62 No. 5 www.biosciencemag.org Education metaphors as tools to explain complex or abstract concepts, with the intention of helping students gain understanding by mapping difficult ideas to a familiar analog (Duit 1991). However, this approach can lead to misrepresentations and misunderstandings. For example, Venville and Treagust (1997) explained how biological analogies can be a doubleedged sword: beneficial in some cases or leading to students’ alternate conceptions in other cases. Research shows that students do not transfer prior knowledge across disciplines or even across scales within the same discipline (e.g., from a single cell to an entire organism; Maskiewicz 2006). Because the scale at which we reason guides our discourse (i.e., what we say explicitly to our students and what we do not say), we propose that issues with scalar reasoning are a root cause of some students’ erroneous reasoning about matter and energy. A student taking courses in the three disciplines could be studying energy, for example, at scales ranging from the subatomic to the universe and everything in between. Therefore, we believe that increasing instructor awareness of the differences in how biologists, chemists, and physicists reason about matter and energy can help students leverage and integrate prior knowledge, which would lead to greater understanding. Our own scientific conceptions of the natural world are often obvious to us: We understand where the system boundaries lie, we can identify the components that make up the system, we understand how those components interact, and we can reason across scales of time and space (Ben-Zvi Assaraf and Orion 2010). In short, biologists are expert systems thinkers. At times, we may forget that students are just beginning to think and reason about systems. Systems thinking is far from trivial to learn and to teach (Hmelo-Silver and Azevedo 2006), but current calls to reform introductory biology explicitly include systems thinking as a core concept for biological literacy (AAAS 2011), and therefore, we should teach our students to think about energy and matter from a systems perspective. Ultimately, we ask ourselves what the correct approach to teaching matter and energy is in an introductory biology course. In response, we encourage biology instructors to communicate with instructors in physics and chemistry who teach introductory courses, so that common contexts can be identified and shared with students. Courses such as “Integrated Science” at Princeton and the “Bridging the Disciplines with Authentic Inquiry and Discourse” curriculum at Michigan State University recognize the importance of instructors’ working across disciplinary boundaries to foster students’ abilities to transfer ideas across courses. Although we recognize that integrated curricula are not feasible at every university, simply discussing our courses and identifying common contexts could support a more integrated understanding of matter and energy for our students. Acknowledgments This project was supported by a catalytic minigrant awarded to the authors as part of a National Science Foundation www.biosciencemag.org Research Coordination Network Grant (DBI-0840911) and is covered by Institutional Review Board file no. 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Zumdahl SS, Zumdahl SA. 2007. Chemistry, 7th ed. Houghton Mifflin. Laurel M. Hartley ([email protected]) is an assistant professor of integrative biology at the University of Colorado Denver whose research interests are in ecology and biology education. Jennifer Momsen is an assistant professor of biology at North Dakota State University, in Fargo. Her research is focused on undergraduate learning of biology. April Cordero Maskiewicz is an associate professor of biology at Point Loma Nazarene University, in San Diego, California, whose research is focused on teaching and learning in biology. Charlene D’Avanzo is a professor of ecology in the School of Natural Sciences and director of the Center for Teaching and Learning at Hampshire College, in Amherst, Massachusetts. Her current scholarly activities are in faculty-memberdevelopment research. 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