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Chapter I: Introduction
Background
On June 3, 2020, the New Jersey Board of Education adopted new social studies
standards that were to inform education for all public-school students in grades kindergarten
through grade twelve. The social studies standards were created to prepare students because:
Today's challenges are complex, have global implications, and are connected to people,
places, and events of the past. The study of social studies focuses on a deep
understanding of concepts that enable students to think critically and systematically about
local, regional, national, and global issues. The authentic learning experiences that enable
students to apply content knowledge, develop social studies skills, and collaborate with
students from around the world prepare New Jersey students for college, careers, and
civic life (New Jersey Department of Education, 2020).
This purposeful shift meant that the New Jersey Department of Education recognized that
the world was becoming more interconnected and that students in New Jersey needed to prepare
for a more interconnected and interdependent future. Against this background, this study arises.
The researcher's decision to employ Hess' Cognitive Rigor Matrix for evaluating higher-order
thinking in K–8 social studies standards, with the assistance of artificial intelligence (AI), was
influenced by her background as a science educator who implemented the next-generation
science standards (NGSS). Through her tenure teaching science, she witnessed firsthand the
transformative effect of the NGSS in enhancing educational rigor and fostering critical thinking
abilities among students. This experience prompted her to question whether the social studies
standards could achieve a comparable level of cognitive complexity. By examining the cognitive
demands inherent in the social studies standards, this study aimed to uncover the extent to which
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these standards equipped students to navigate the intricacies of a globally interconnected world,
in line with the objectives outlined by the New Jersey Department of Education.
The education of children has traditionally been a national enterprise, designed
primarily to socialize and prepare individuals for participation in local communities and in
autonomous nation-states (Suárez-Orozco & Qin-Hilliard, 2004). However, the world is now
radically interconnected and challenged by social, economic, and environmental problems that
spill across political and geographic divides (Hull & Hellmich, 2018). Fostering international
mindedness has long been a goal of specialized international schools (Hill, 2012). If public
school students are to remain competitive, then public education must also shift to a more
international-minded approach to teaching. This requires educators to give students the ability to
think globally, which means they must think critically in order to understand their role in an
interconnected world.
The 2020 intent, spirit, and mission for the New Jersey social studies standards align with
the United Nations' sustainable development goals (SDGs), specifically targeting Goal 4:
Education (Goal 4). The SDGs emphasize the importance of inclusive and quality education as a
means to empower individuals and promote social justice. Additionally, the key to implementing
sustainable development goals is a commitment to ensuring systems thinking is embedded in all
levels of education (Stafford-Smith et al., 2016). This shows a commitment to giving students
agency and the tools they need to navigate the world effectively. By helping students understand
the complex interconnections between concepts, the state of New Jersey's Department of
Education is promoting a more holistic and nuanced approach to problem-solving and critical
thinking.
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As schools continue to educate children and prepare them for an uncertain future,
educators and students are confronted with the reality of an interconnected global society. A
society that will require students to see themselves beyond their local community and one that
requires them to understand how decisions made locally have an impact thousands of miles away
and across geo-political lines. This context calls for a profound transformation in education.
Educators are tasked with nurturing global, critical thinking, and social consciousness in the
hearts and minds of learners. Paulo Freire, a pioneering advocate for social justice in education,
saw education as the foundation of politics. He promoted education as a foundational tool to
guide political decisions. To him, critical thinking should be used to make pedagogy relevant,
meaningful, and empowering.
In fact, his legacy at the present moment is prophetic and invaluable for navigating a dark
time in history, a time that points to a mix of hope and despair. The intersecting crises of
economics, health, climate change, politics, racism, and democracy appear apocalyptic,
especially with the rise of far-right and updated versions of fascist politics emerging across the
globe (Giroux, 2021). In the midst of all these big problems, the ideas from individuals such as
Paulo Freire show how important education is in creating a fair and just world. By giving
students the skills to think critically and be aware of the world around them, schools are not just
teaching them how to deal with the world's complexity; they are preparing them to be the ones
who'll make the world a better place.
Statement of the Problem
The world is evolving and changing quickly. Three-quarters of American companies say
they have difficulty recruiting the right people, with critical thinking among the top
requirements, according to the Society for Human Resource Management (Charlton, 2019).
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Entering the world of global competition, the emphasis is on the need to prepare students to be
communicative, collaborative, creative, innovative, to think critically and analytically, and to be
able to effectively solve real-world problems. With higher-order thinking skills, which are
essential for absorbing knowledge as well as for work performance, students will become
effective communicators, critical and dynamic thinkers, competent problem solvers, and career
experts (Živkoviüa, 2016). This is important as schools have to prepare students for uncertain
futures. Technological displacement of labor is predicted to be significant in the future; if left
unchecked, it will lead to catastrophic societal unemployment levels (Bruun & Duka,
2018). Additionally, while it is imperative to prepare students to be successful in a changing
world professionally, it is as imperative to provide them with the tools to create a just world
where all people can attain success and freedom. This requires educators to encourage students
to think critically (Hackman, 2005).
Intent and Spirit
In New Jersey, students receive social studies instruction from Kindergarten through
Grade 12. Today's challenges are complex, have global implications, and are connected to
people, places, and events of the past. The study of social studies focuses on a deep
understanding of concepts that enable students to think critically and systematically about local,
regional, national, and global issues. The intent of the standards is to create authentic learning
experiences that enable students to apply content knowledge, develop social studies skills, and
collaborate with students from around the world while preparing New Jersey students for
college, careers, and civic life. Additionally, it should be noted that the natural integration of
technology in social studies education allows students to overcome geographic borders, apply
scientific and mathematical analysis to historical questions and contemporary issues, appreciate
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cultural diversity, and experience events through the examination of primary sources. The 2020
New Jersey student learning standards in social studies are also informed by national and state
standards and other documents such as the college, career, and civic life (C3) framework for
social studies state standards. The National Center for History Education, National Council for
Social Studies, National Council for Geographic Education, Center for Civic Education, National
Council on Economic Education, National Assessment of Educational Progress, and the
Partnership for 21st Century Skills also influenced their creation (New Jersey Department of
Education, 2020).
Mission
Social studies education provides learners with the knowledge, skills, attitudes, and
perspectives needed to become active, informed, and contributing members of local, state,
national, and global communities (New Jersey Department of Education, 2020). If educators and
school administrators are responsible for nurturing students to adopt a more global perspective,
it's crucial to evaluate whether the standards that have been developed align with the desired
goals.
Purpose of the Study
The primary purpose of this research study was to assess the alignment of the 2020 New
Jersey student learning standards for social studies with Hess' Cognitive Rigor Matrix by using
artificial intelligence (AI) techniques. Although this research incorporated the use of AI, it is
important to note that the AI results were reviewed and validated by the researcher. The use of
AI allowed the researcher to determine if the standards promoted the expectation of high-order
thinking for students. Specifically, this study looked to:
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● Utilize AI-powered natural language tools to analyze the language used in the standards,
identifying, and categorizing specific keywords, phrases, or concepts that align with the
criteria defined in Hess' Cognitive Rigor Matrix.
● Create AI prompts, which were specific instructions or inputs provided to an AI model to
generate a response or perform a task. In this study, AI was tasked with categorizing
content as lower-order or higher-order thinking based on linguistic patterns and context
and Webb's depth of knowledge levels.
Research Questions
The study was guided by the overarching research question, which sought to investigate
whether the 2020 New Jersey student learning standards for social studies in Grades K–8 aligned
with the cognitive rigor matrix proposed by Hess. Do these standards effectively provide
students with the necessary framework for developing the competencies required for global
citizenship, specifically by examining the presence, complexity, and frequency of higher-order
thinking opportunities within these standards? This study examined how the language in these
standards matched up with Hess' definition of higher-order thinking. The study also assessed
how cognitively complex the standards are and how many chances they give for higher-order
thinking using Hess' Cognitive Rigor Matrix. The following additional questions served as a
guide for this research:
Research Question 1: In what way(s) does the language found on the 2020 New Jersey
student learning standards for social studies in Grades K–8 compare to Hess' Cognitive Rigor
Matrix definition of higher-order thinking?
Research Question 2: How cognitively complex are the 2020 New Jersey student learning
standards for social studies in Grades K–8 as defined by Hess' Cognitive Rigor Matrix?
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Research Question 3: How frequently do the 2020 New Jersey Student learning standards
for social studies in Grades K–8 include higher-order thinking opportunities as identified in Hess'
Cognitive Rigor Matrix?
Significance of the Study
This research study holds significant implications for the field of education and
curriculum development. It investigates whether the New Jersey social studies standards for
grades K–-8 foster critical thinking and global thinking in order to better prepare students to
understand and thrive in the interconnected world they live in. It also looks to explore how
advanced AI technologies can enhance the evaluation of educational standards in terms of
cognitive rigor, efficiency, and objectivity. By leveraging AI, this study aimed to provide
valuable insights into the alignment of the standards with higher-order thinking skills, ultimately
enhancing the rigor and effectiveness of social studies education. It also served to assess how AI
could provide efficiency and scalability when analyzing large volumes of educational materials.
AI results were then reviewed and validated by the researcher using the Framework Method and
the Mayring Step Model.
Theoretical Framework
The theoretical framework of this study incorporated four prongs that guided the
researcher, as evidenced in Figure 1. The researcher looked at critical thinking, global thinking,
and pedagogy as interconnected concepts that play a vital role in education. Critical thinking and
global thinking are essential competencies in the 21st-century education landscape. This is
because critical thinkers are able to deal with ambiguity, question biases, and apply complex
thought processes when they encounter a challenge. They can think of creative improvements to
systems and organizations and see solutions in the context of the world around them (Weeks,
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2023). In order to better understand and assess critical thinking skills, the researcher was guided
by Bloom's taxonomy, Hess' Cognitive Matrix, and Webb's depth of knowledge. Global thinking
was informed by research on sustainable futures, interconnectedness, and social justice. The
work of Paulo Freire's Pedagogy of the Oppressed played a pivotal role in guiding this
research. Pedagogical understanding was informed by the work of John Dewey's How We Think.
Additional key aspects of the study were thinking as well as cognitive complexity. The works of
John Dewey and Paulo Freire, in particular, offered invaluable theoretical perspectives that
closely intersect with the exploration of learning, cognition, and pedagogy as they relate to
learning.
The theoretical framework of the study also included the integration of AI, text analysis,
natural language processing, and automated coding techniques to assess the cognitive rigor of the
New Jersey social studies standards in Grades K–8. As it relates to AI, feature extraction refers
to the process of identifying and isolating important pieces of data from a larger dataset. This
involved using AI to evaluate student learning outcomes. These processes were then validated by
the researcher, who applied the Framework Method and the Mayring Step Model to review the
findings.
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Figure 1
Theoretical Framework
Note. Theoretical Framework. Own Work.
Definition of key Terms
Artificial intelligence (AI) is defined as one of the technological innovations that
happened to replace the manual work that is done by humans in various fields. Artificial
intelligence is a branch of science and technology that creates intelligent machines and computer
programs to perform various tasks that require human intelligence (Aghion et al., 2019).
Artificial intelligence refers to the general ability of computers to emulate human
thought and perform tasks in real-world environments, while machine learning refers to the
technologies and algorithms that enable systems to identify patterns, make decisions, and
improve themselves through experience and data (Artificial Intelligence (AI) vs. Machine
Learning, 2023).
Automated coding refers to AI using algorithms to automatically learn insights and
recognize patterns from data (Artificial Intelligence (AI) vs. Machine Learning, 2023)
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Bloom's taxonomy addresses three domains of learning (the cognitive, psychomotor, and
affective) the lower-order learning of knowledge, comprehension, and application and the
higher-order learning of analysis, synthesis, and evaluation (Nentl & Zietlow, 2008).
Cognitive complexity refers to the state or quality of a thought process that involves
numerous constructs with many interrelationships among them. Such processing is often
experienced as difficult or effortful (American Psychological Association, 2010).
Critical thinking refers to reasonable, reflective thinking that is focused on deciding what
to believe (Ennis, 1985).
Global thinking refers to thinking routines that foster understanding and appreciation of
today's complex globalized world (Mansilla, 2016).
Hess' Cognitive Rigor Matrix refers to a tool that has significant potential to enhance
instructional and assessment planning and practices at the classroom level (Hess et al., 2009).
The CRM superimposes two different cognitive complexity measures—Bloom's taxonomy and
Webb's depth of knowledge—to produce a means of analyzing the emphasis placed on curricular
materials, instructional focus, and classroom assessment (Hess et al., 2009).
Higher-order thinking refers to a situation in which for the individual or group
concerned, one or more appropriate solutions have yet to be developed (Research Advisory
Committee of the National Council of Teachers of Mathematics, 1988).
Natural language processing (NLP) refers to the branch of computer science—and more
specifically, the branch of artificial intelligence or AI—concerned with giving computers the
ability to understand text and spoken words in much the same way human beings can. It
combines computational linguistics; rule-based modeling of human language, with statistical,
machine learning, and deep learning models (International Business Machines, 2024)
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Webb's depth of knowledge refers to how deeply students must know, understand, and be
aware of what they are learning in order to attain and explain answers, outcomes, results, and
solutions. It also designates how extensively students are expected to transfer and use what they
have learned in different academic and real-world contexts (Francis, 2017).
Assumptions
This study made five assumptions that were carefully considered. The study assumed that
education played a vital role in shaping society and that learning standards, as set forth by the
New Jersey Department of Education, could assist educators and school administrators in
creating learning environments where students could see themselves as part of an interconnected
world. This study also assumed that critical thinking, as delineated by Hess' Cognitive Rigor
Matrix, could be effectively employed to evaluate the manifestation of global
thinking. Additionally, the study assumed that the work of Paulo Freire on social justice in
education offers important insights for helping students understand their role in a complex and
interconnected world. John Dewey's pedagogical principles were also assumed to contribute to a
deeper understanding of how children learn.
Limitations
The assessment of global thinking through AI and NLP techniques has not been
extensively used in educational frameworks and may have limitations in capturing nuanced
aspects of cognitive development. Additionally, Hess' Cognitive Rigor Matrix is used to measure
cognitive complexity. It's important to note that while this matrix was created in 2009, it has not
been as extensively studied as some other frameworks for assessing cognitive complexity and
critical thinking.
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Delimitations
There were three delimitations that were considered in the context of this paper. The first
is that the research concentrated on evaluating the New Jersey student learning standards for
social studies, specifically targeting cognitive rigor alignment. The study also did not employ a
comprehensive review of all potential pedagogical approaches to teaching global
thinking. Lastly, AI and NLP were used to assess cognitive complexity and linguistic patterns
using a computer-aided coding technique.
Organization of the Study
A major theme of this dissertation was the issue of cognitive complexity within the New
Jersey learning standards for Grades K–8. In addition, it introduced AI as a coding tool, which is
in line with AI's integration across several fields. The literature review in Chapter 2 encompasses
the study's theoretical framework, prior research on higher-order thinking, and four main
research components. Chapter 3 examines the research design and methodology in detail while
offering a detailed analysis of Artificial Intelligence's involvement in the coding process and the
reliability mechanisms used to ensure it. Results, including the data discovered during the study,
are presented in Chapter 4. Chapter 5 summarizes the findings, discusses their implications, and
suggests future research along with potential policy recommendations.
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Chapter 2: Literature Review
Technological advancements are taking place at an alarming pace in the 21st
century. These may increase exponentially as time moves forward. This rapid pace of
technological progress and globalization creates a constantly shifting socio-political landscape,
which future generations will be left to navigate. To be successful, children must be able to
adapt, comprehend, and negotiate unprecedented complexities. This extraordinary change
leading to unfettered globalization, which was supposed to bring the world together and provide
greater prosperity, inevitably seems to be leading to economic inequality and globalization
(Watson, 2017). Watson (2017) shared how globalization has led to an increase in international
trade, investments, and technological advancements. These have created significant economic
growth and even development in many parts of the world. He also made a point to discuss how
this wealth has not been evenly distributed among the masses or throughout the world. Although
globalization was once described as a great equalizer and an opportunity to develop previously
undeveloped countries, the wealth has not been evenly distributed, what it has actually done, is to
create wider economic disparities both between and within countries. Watson explained that
globalization has benefited from access to highly skilled workers around the world, but low-
skilled workers have faced job losses and stagnant wages due to competition from cheaper labor
markets abroad. This has led to an increase in income inequality not just in developing countries
but even in many developed countries. But income inequality isn’t the only concern. Other
concern associated with globalization include:
• Cultural Homogenization: Tomlinson described cultural homogenization as a trend in
which different cultures begin to look like each other due to the process of globalization.
Instead of varied, rich cultures, there is less cultural diversity. This leads to the loss of
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local traditions. Customs lose their distinctiveness. Global media, products, and ideas are
being spread across wider geographies, reaching various cultures that then look to the
media-depicted ideals and begin to minimize the importance of cultural diversity. While
he acknowledged how global connection could lead to the creation of an understanding,
he also warned of the danger associated with the decline of diversity (Tomlinson, 2009).
• Exploitation of Labor: In his work, Silver (2013) explained how exploitation of labor
was bad for a number of reasons. Specifically, he highlighted how it undermined human
rights, how it brought inequality to society. Silver went on to talk about how it widened
the gap between the rich and poor. This gap decreases consumer purchasing power, and it
undermines the dignity of work and the workers (Silver, 2013).
• Environmental Degradation: Shiva (2000) spoke on the implications of deforestation,
pollution, and industrialization, which cause deteriorating ecosystems and loss of
biodiversity, as well as intensifying climate change. According to Shiva, environmental
degradation does not only hurt the environment; it endangers human health and culture.
Shiva emphasized the need for sustainable practices and how the world must turn to eco-
friendly policies to avoid more damage and to assure the well-being of our planet and its
inhabitants.
• Loss of Sovereignty: Held and McGrew (2009) spoke of the dangers that threaten the
autonomy of individual countries through mechanisms like international corporations,
trade agreements, and global governing bodies. These groups have so much power,
money, and influence that they can actually challenge how democracies work. What's
more, they don't always have to follow the same rules or face the same consequences as
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you, as individuals. Consider how, in the United States of America, corporations are
deemed people and can contribute large sums of money to elections, yet if a company is
responsible for a death or the health of individuals, there are not any individuals who are
criminally charged.
These threats create a sense of urgency to develop an education model that does not rely
on the old agrarian model of banking information. It requires a model of learning that could
empower students, that will give them greater agency. To do so, one must create learning
environments that promote both critical and global thinking. A model of learning is needed that
may give students agency over the content and one that can equip them to face future challenges.
Considering Hess’ and Bloom's perspectives on higher-order thinking, curricula must incorporate
tasks that require analysis, evaluation, and invention in place of rote learning and memorization.
This fosters intellectual growth and prepares students for real-world problem-solving, thereby
nurturing citizens capable of ethical reasoning and constructive debate in a complex, globalized
world.
Conscientização, critical consciousness, is a concept popularized by Brazilian educator
and philosopher Paulo Freire (Campus Suite, n.d.). It refers to the process of gaining a
comprehensive understanding of the world, which enables the perception and exposure of social
and political contradictions. Through conscientização, individuals are not only aware of systemic
and structural injustices, but they are also motivated to act against them. For Freire, reflection
without subsequent action is meaningless. People need to reflect upon their learning in order to
better understand their circumstances and act to change them. This enhanced comprehension
through reflection and critical thinking ensures that subsequent actions are well-informed and
effective. As a result of Freire's pedagogy, oppressed people were empowered through reflection
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and practice. In Freire's view, to reach a higher level of understanding and application, it was
necessary to synthesize several viewpoints and perspectives in order to reach invention and
innovation. He believed that critical thinking enabled individuals to go beyond accepting
information at face value by equipping them with the means to challenge dominant narratives,
question authority, and seek alternatives. It was his belief that empowered individuals were in a
better position to take decisive and significant action (Ko, 2024).
This mixed-methods study aimed to assess global thinking in the 2020 New Jersey
student learning standards for social studies in Grades K–8. The choice to work with these grades
was purposeful. In kindergarten through fifth grade, students develop their foundational skills for
learning.
By middle school, students have a broader understanding of the world, and they possess
more advanced cognitive abilities that allow them to build on the skills they have established in
their primary years. Assessing global thinking is becoming increasingly important. Today's
students will live in a more interconnected global society and a society whose technological
advancements and progress are changing at alarming rates. As a result of this, students need to
develop a deeper understanding of diverse cultures and global issues. These issues include the
development of sustainable economics and navigating multiple perspectives. The literature
review spanned several key areas, including higher-order thinking and cognitive complexity,
using Hess' Cognitive Rigor Matrix, which provided a framework for evaluating the cognitive
demands of learning tasks. The research examined global thinking, drawing on a wealth of
previous studies and theoretical frameworks. The researcher embarked on a thorough literature
review. The aim was to sift through empirical studies and theories that shed light on higher-order
thinking and how global thinking is measured. This took place while exploring various
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theoretical frameworks connected to these concepts. The research questions shaped the literature
review. During the literature review, the definitions of higher-order thinking as they appear in
both educational curricula and scholarly discussions were addressed. This was also done while
addressing the concept of global thinking and how it is related to higher-order thinking and
cognitive complexity, as the mission and vision of the New Jersey Department of Education's
social studies standards in Grades K–12 speak to them. Particularly, the review focused on the
application of higher-order thinking within the 2020 New Jersey student learning standards for
social studies for Grades K–8.
Literature Search Strategy
The purpose of this chapter is to examine and review previous research and literature.
Boote and Beile's (2005) guidelines were the basis for the literature research procedures.
According to Boote and Beile (2005), a comprehensive, sophisticated literature review is both
the starting point and the source of ideas for significant, fruitful research. In addition, according
to Boote and Beile (2005), for education research to be useful and meaningful, it must be
cumulative; it must build on and learn from prior research and scholarship on the topic. To
advance this study, the researcher set out to not only read related previous research but also
review and analyze the literature. The researcher's literature review included online searches
from the Seton Hall University Database, SAGE, ProQuest Databases, EBSCO, Google Scholar,
New Jersey Department of Education websites, previous dissertations, and peer-reviewed
articles. The search terms included higher-order thinking, cognitive complexity, pedagogical
rigor, global thinking, global awareness, social studies standards, Webb's depth of knowledge,
Bloom's taxonomy, Hess' matrix, social justice, and artificial intelligence. The criteria for
inclusion of literature included, (a) peer-reviewed original research, (b) dissertations, (c)
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government reports, (d) peer and non-peer-reviewed literature global thinking, (e) theoretical
literature, (f) seminal works, (g) studies published within the last 50 years.
Overview of Current Literature
The research in the area of how learning standards affect global thinking in students and
the extent to which cognitive complexity is embedded in learning standards was limited. The
first part of the literature review centered on critical thinking. Much of the research expressed the
need to develop complex analytical thinking within students and emphasized a need to develop
21st century skills. 21st century skills include the 4 Cs: critical thinking, creativity, collaboration
and communication. A focus was placed on better understanding Bloom's taxonomy, Hess'
Cognitive Rigor Matrix, and Webb's depth of knowledge. For this reason, the literature review
focused on analyzing theories to provide an understanding of higher-order thinking and cognitive
complexity using Hess' Cognitive Rigor Matrix.
Global thinking was the subject of the second part of the literature review. Due to a lack
of literature in the area, the researcher reviewed literature on global thinking and focused on
sustainable futures, interconnectedness, and social justice. Paulo Freire's work Pedagogy of The
Oppressed was a pivotal part of this research. The third purpose was to review the history of
pedagogy, most importantly as explained and seen by John Dewey, and how it relates to child
development, thinking, and cognition. The researcher also devoted time to better understanding
artificial intelligence. Feature extraction was a crucial component of this research because one of
the main functions of AI is to extract information and skills from a large dataset. In this case, it
may be the New Jersey student learning standards for social studies for Grades K-8. Finally, this
review concludes by analyzing the New Jersey student learning standards for social studies in
grades K-8, their influence on curriculum, and the demand for global student thinking.
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As children move from kindergarten through high school graduation, the content and
organization of their education have a significant impact on their capacity to contribute to a
world that is thriving and healthy (Dernbach, 2009). For this reason, it is critical to recognize that
the knowledge and skills children acquire throughout their educational journey shapes their
perception of the world in which they live and their potential to address urgent societal
challenges.
In order to cultivate new knowledge and foster innovative ways of thinking among young
people and adults, critical thinking and global citizenship are critical components. Giving
students agency to achieve economic prosperity, actively participating in democratic processes,
promoting justice and equity, and concurrently regenerating the health of ecosystems is the
fundamental basis of all life and production (Cloud, 2005). In global citizenship, learners learn
how social, economic, and environmental dimensions are interconnected and develop the tools to
make informed decisions about complex global issues.
Education in system dynamics and systems thinking are crucial in this situation. Systems
thinking is a comprehensive approach to viewing the world around us as parts of a whole
(Arnold & Wade, 2015). This thinking allows for the analysis of the interactions between the
parts of the system to better understand those interactions to live successfully within the system
(Norqvist & Ärlestig, 2021). These instructional frameworks direct students to investigate both
the relationships and interdependencies among discrete system components and the discrete
system as a whole. Global thinking promotes holistic understanding by taking into account the
complex web of connections within a system, as opposed to concentrating only on discrete
elements (Dernbach, 2009). Through global thinking, students develop a more thorough
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understanding of the implications of their choices on various aspects of the system and gain
insight into the long-term effects of their actions.
The fundamental tenet of all ethics is that people are fundamentally a part of a global
community made up of interdependent parts. Human instincts may drive competition for
personal gain, but ethics motivate people to work together for the good of all (Leopold, 2015).
This profound realization highlights the importance of encouraging interconnectedness and
group efforts to address global issues in educational settings.
What this shows is that changes in educational pedagogy and subject matter over a child's
academic career greatly impact that child's ability to contribute to a prosperous and healthy
world. By incorporating global thinking into student learning standards, educators can give
students the skills, foundation, and moral framework they need to handle the complex problems
of our time.
Theoretical Framework
Global thinking helps students understand the complex systems of power, privilege, and
oppression that exist in the world (Chan & Mak, 2020). It also helps them develop empathy and
understand people's perspectives from different cultures and backgrounds. Finally, it helps them
develop the skills to think critically and analytically about global issues.
Key Concepts and Definitions
Global thinking refers to the ability to understand and analyze issues from a global
perspective. It involves recognizing the interconnectedness of the world, valuing cultural
diversity, and considering the impact of global challenges on various scales (Cloud, 2005;
Leopold, 2015).
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Cognitive rigor refers to the level of complexity and intellectual challenge in educational tasks. It
involves higher-order thinking skills, such as critical thinking, problem-solving, and analysis,
which push students to engage deeply with the content and develop a deeper understanding
(Hess, 2014).
Systems thinking involve understanding the interconnectedness and interdependencies of various
components within a system. It encourages examining relationships, feedback loops, and the
broader implications of actions, allowing for a holistic understanding of complex issues
(Meadows & Wright, 2015).
Global citizenship refers to a sense of belonging and responsibility towards the global
community. It involves awareness of global issues, valuing diversity, promoting social justice,
and actively engaging in efforts to address global challenges (UNESCO, 2013).
Dr. Karin Hess, an expert in curriculum and assessment design, developed Hess'
Cognitive Rigor Matrix. The tool was designed to evaluate cognitive demands on instructional
tasks and activities (Hess et al., 2009). Educators benefit from the matrix because it allows them
to examine the cognitive rigor of tasks related to global topics and perspectives. Global thinking
requires an understanding of complex global challenges, the ability to evaluate information
critically, and a willingness to consider diverse perspectives. Using the cognitive rigor matrix,
educators can identify the level of cognitive demand required by specific tasks and ensure that
students engage in higher-order thinking processes relevant to global thinking.
The matrix assesses tasks based on four dimensions of cognitive rigor: (a) recall and
reproduction, (b) skills and concepts, (c) strategic thinking, and (d) extended thinking. These
dimensions progressively increase cognitive complexity and demand deeper levels of thinking
(Hess, 2014). The matrix was designed to aid educators in designing and assessing tasks that
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align with different levels of cognitive rigor, ranging from lower-order thinking skills to higher-
order thinking skills. Hess' Cognitive Rigor Matrix consists of four quadrants that categorize
tasks based on two dimensions: Bloom's taxonomy and Webb's depth of knowledge (DOK)
(Smith & Smith, 2019). In Bloom's taxonomy, educational objectives are categorized according
to levels of cognitive complexity, while Webb's DOK framework describes cognitive demands.
The four quadrants of Hess' Cognitive Rigor Matrix are evidenced in Figures 2 and 3.
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Figure 2
Hess’ Cognitive Rigor Matrix (CRM) for Reading and Listening
Note. Hess’s Cognitive Rigor Matrix for Reading and Listening. From Cognitive Rigor &
DOK Focus Area by K.K. Hess, 2009, Karin-Hess.com (https://www.karin-
hess.com/_files/ugd/5e86bd_1c0a13cbb2bc4f1185a558dbfeb27ffd.pdf). Copyright 2009 by
Karin Hess. Reprinted with permission.
24
Figure 3
Hess’ Cognitive Rigor Matrix (CRM) for Writing and Speaking
Note. Hess’s Cognitive Rigor Matrix for Reading and Listening. From Cognitive Rigor &
DOK Focus Area by K.K. Hess, 2009, Karin-Hess.com (https://www.karin-
hess.com/_files/ugd/5e86bd_1c0a13cbb2bc4f1185a558dbfeb27ffd.pdf). Copyright 2009 by
Karin Hess. Reprinted with permission.
Bloom's taxonomy is a useful instrument for evaluating global thinking because it
encompasses a variety of cognitive processes that are required for engaging with global issues.
Global thinking requires higher-order cognitive abilities, including analysis, evaluation,
synthesis, and creation. These skills go beyond basic recall and comprehension and require
25
students to apply knowledge, think critically, and consider diverse perspectives within a global
context.
By using Bloom's taxonomy, educators can design learning activities and assessments
that target specific levels of cognitive complexity aligned with global thinking. Assessing global
thinking using Bloom's taxonomy allows educators to evaluate students' ability to analyze global
problems, evaluate the implications of different perspectives, synthesize information from
multiple sources, and generate creative solutions to global challenges.
Bloom's taxonomy categorizes educational objectives according to their cognitive
complexity (Bloom et al., 1956). The Bloom taxonomy was developed by Benjamin Bloom and
a group of educators in the 1950s to assist educators in the design of instruction and assessment
of learning results. It consists of six levels, each representing a progressively higher level of
cognitive engagement:
26
Figure 4
Bloom’s Taxonomy
Note. Bloom’s levels of learning. From Bloom’s Taxonomy, by P. Armstrong, 2010, Vanderbilt
University Center for Teaching (https://cft.vanderbilt.edu/guides-sub-pages/blooms-taxonomy/ ).
CC BY-NC 4.0 DEED.
Webb's depth of knowledge (DOK) is a framework for assessing and planning instruction
that categorizes cognitive complexity, as shown in Figures 4 and 5. The DOK system was
developed by Norman L. Webb and ranks tasks based on their cognitive demand and depth of
understanding (Webb, 2002).
27
Figure 5
Webb’s Depth of Knowledge Levels
Note. Levels of learning based on Webb’s Depth of knowledge. From The Idea Book: Webb's
Depth of Knowledge, by the University of Saskatchewan,
n.d. (https://openpress.usask.ca/ideabook/chapter/webbs-depth-of-knowledge/ CC BY-NC 4.0
DEED.
Silver (2013) argued that educators need to integrate rigorous learning experiences that
promote critical thinking, problem-solving, and a deep understanding of global issues so that
students can cope with the challenges of the globalized world. In his article, he drew a
connection between cognitive rigor and global thinking, emphasizing the importance of rigorous
28
learning experiences that develop critical thinking skills and a deep understanding of global
issues. Teachers can prepare students for active participation in a globalized society by
integrating global perspectives and designing assessments that reflect cognitive rigor.
By applying Hess' Cognitive Rigor Matrix to the New Jersey student learning standards,
one can determine the alignment of cognitive rigor, which has been linked to global thinking.
Also, it is possible to identify potential gaps in the cognitive demands required by the standards.
Integrating the Three
In order to appropriately assess global thinking and the goals of the New Jersey
Department of Education's social studies goals, the teachings of Paulo Freire, John Dewey and
Benjamin Bloom were used as source materials. Paulo Freire's work focuses on empowering
students to question and transform the society they live in through critical thinking. John Dewey
believed in learning by doing. For Dewey, education is seen as a hands-on experience that
prepares students for active participation in democracy. Benjamin Bloom's taxonomy organizes
learning objectives from simple recall of facts to complex analysis and creative thinking. He
organizes these ideas through various levels.
When these approaches are blended together, students are not just taught to memorize
dates, formulas, or definitions but they are encouraged to understand why these ideas, thoughts,
concepts and skills matter in the bigger picture. For example, when students learn about history,
they are not just memorizing events; they are analyzing cause and effect, considering different
perspectives, and understanding the impact on today's world.
Teaching and learning in this style allows students to make connections to the real world.
As students explore big ideas and abstract concepts, they are encouraged to think deeply about
how these apply to their lives. Employing John Dewey and Paulo Freire's approach, teaching
29
through the advanced tiers of Webb's Depth of Knowledge framework enhances the significance
of educational content and boosts engagement, moving away from mere memorization of facts.
This allows students to see the links between what they learn in the classroom and what they
experience in life.
Consider how climate change, social inequality, and the pace of technological change can
be understood by students if presented as abstract, complex concepts. It can become
overwhelming, and students may see these problems as unsolvable and too complicated to
consider. By using an approach that allows students to not just learn about these issues in
isolation but to see how they connect to their lives, and if they are allowed to create solutions in
an authentic manner, they can understand how interconnected these challenges are to their lives.
When using Freire, Dewey, and Bloom as educational inspiration, students are aided in
becoming more aware of the complexities of the world, and they are also given the opportunity
to see themselves as problem-solvers. In this manner, students are empowered to contribute to
the global dialogue by asking questions, getting involved, and adding their voices.
In this manner, students are prepared to do more than simply process and be part of
academic subjects. Additionally, they are prepared to navigate and contribute to a world they are
a part of. Giving students agency by teaching critical thinking and global thinking teaches them
to lead, how to innovate, and how to make a difference so that they are ready to take on the
challenges of a global community. The goal of this holistic approach is to prepare students for
life in a fast-paced, ever-changing world, not just for state assessments but to know that
preparing them in this manner may allow them to succeed on assessments that test application,
logic, and reasoning skills.
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When Freire's, Dewey's, and Bloom's ideas are integrated harmoniously in classroom
practice, they have the potential to generate a multifaceted learning experience for students,
characterized by richness, depth, and diversity. The goal here is not just to fill students' heads
with facts. In order for them to make an impact on global conversations, educators need to spark
curiosity and challenge them to see things in new ways. Students need to be engaged with
material, ideas, and concepts in order for them to ask questions about the world in which they
live. This type of thinking and learning prepares students to be stewards of the planet and
advocates for humanity. It should be noted that this type of learning requires educators to be
properly prepared and supported to deliver education at such a high level, and students need to
master these skills, not simply be exposed to them.
By blending the insights and theories of these educational philosophers, a learning
journey is being crafted that is designed to prepare students for the realities of a world which is
more connected than ever. It is about moving beyond seeing students as recipients of information
and viewing them as capable beings able to make sense of information so that a sense of global
awareness and responsibility is fostered in them. This kind of education prepares them to
navigate the complexities and seize the opportunities of a shared global community.
Methodology
A content analysis approach was used in this study's research design, which focused on
how New Jersey social studies standards for Grades K–8 assessed global thinking. Finding
patterns, themes, and relationships in textual data through content analysis, is a systematic and
objective process. The cognitive rigor matrix, created by Hess in 2009, was used in the study as
the framework for evaluating higher-order thinking in the identified standards.
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The study focused on higher-order thinking because findings suggested that if teachers
purposely and persistently practiced higher-order thinking strategies— dealing in class with real-
world problems, encouraging open-ended class discussions, and fostering inquiry-oriented
experiments—there was a statistically significant improvement in critical thinking skills (Miri et
al., 2007).
• Data Collection Methods: The standards for social studies in New Jersey for Grades K–8
were examined in order to gather the data for this study. The official website of the New
Jersey Department of Education was used to access the standards document. The
standards served as the main information source for the content analysis.
• Data analysis procedures: The data analysis procedures required several steps to apply the
cognitive rigor matrix and evaluate global thinking in the NJ social studies standards. The
following steps were taken:
• Familiarization: In order to understand the document's content and structure, the
researcher carefully examined the NJ social studies standards. The standards were read
multiple times, and potential questions were noted on the margins.
• Identification of relevant standards: The researcher highlighted particular verbiage in the
standards that related to cognitive complexity and Webb's depth of knowledge.
• Application of the cognitive rigor matrix: The researcher applied the cognitive rigor
matrix, developed by Hess in 2009, to analyze the identified standards. The matrix
consists of four categories (know, apply, analyze, and evaluate) and two dimensions
(content complexity and cognitive demand). Each standard was evaluated and assigned a
rating based on its alignment with the categories and dimensions of the matrix. The
ratings were determined through a systematic coding process.
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• Coding process: The coding process drew upon established content analysis methods, as
outlined by Krippendorff (2018), Neuendorf (2017), Elo and Kyngäs (2008), and Hsieh
and Shannon (2005). It involved systematically examining each standard and applying
the cognitive rigor matrix to assign appropriate codes. Specific words or phrases within
the standards that required higher-order thinking skills, critical analysis, or global
perspective were circled as indicators of global thinking.
• Application of cognitive rigor matrix: The AI model applied Hess' Cognitive Rigor
Matrix, categorizing each standard based on cognitive complexity and demand.
• Automated coding: ChatGPT systematically analyzed the standards, assigning codes
based on indicators of global thinking.
• Data interpretation: After completing the coding process, the data were analyzed. The
researchers looked for how the standards were categorized based on Webb's depth of
knowledge verbiage. This verbiage and type of categorization was tied to global thinking.
The findings were also interpreted in relation to the research objectives.
• Verification and reliability: To ensure accuracy, the AI-generated codes were reviewed
manually and compared with Hess' Cognitive Rigor Matrix by the researcher using the
framework method.
By integrating the coding procedures and principles outlined by Krippendorff (2018),
Neuendorf (2017), Elo and Kyngäs (2008), and Hsieh and Shannon (2005), the study ensured a
rigorous and systematic approach to the content analysis process. This included steps such as
familiarization, identifying relevant standards, applying the cognitive rigor matrix, coding, data
verification, and data interpretation.
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Using artificial intelligence to categorize depth of knowledge (DOK) levels in social
studies standards provided multiple benefits. Artificial intelligence is an emerging technology
that is being used more and more across multiple disciplines and industries. One would suspect it
will soon become mainstream in curriculum development. Here is an explanation supported by
research-backed data:
Efficiency and Accuracy in Data Processing:
• Research insight: AI algorithms, particularly those used in advanced language models,
can process and analyze large volumes of textual data efficiently and accurately (Mayika
et al., 2022).
• Application in DOK categorization: Using AI to analyze social studies standards allows
for quicker categorization into appropriate DOK levels. The expectation is also that it can
ensure a consistent and objective analysis. This can be particularly valuable given the
scope of this research, which looks to review and categorize 264 standards.
This study used Hess' Cognitive Rigor Matrix to evaluate how the New Jersey social studies
standards for Grades K–8 prepare the students with the ability to be global thinkers. By
reviewing these standards, the researcher assessed if these standards provided the proper
guidance for educators to challenge students and engage them in thinking more critically. It
assessed higher-order thinking and critical thinking in Grades K–2, 3–5, and 6–8. The research
examined the extent and regularity with which Hess' Cognitive Rigor Matrix and Webb's depth
of knowledge are applied in these grade levels. This study evaluated whether the standards
offered sufficient opportunities for students to engage in comparative analysis, citation of
evidence, creation, and other analytical activities.
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Consistency in educational standards is crucial for ensuring equitable learning opportunities
(Darling-Hammond, 2010). This assures all students have the same chances to learn and grow,
no matter where they are. Using AI and ChatGPT to look at these standards helped to accomplish
this in a more efficient manner. It takes away personal biases when looking at the various
standards. It should be noted that while it may take away personal biases, AI is not without its
own biases. While AI can help identify and reduce the impact of human biases, it can also make
the problem worse by baking in and deploying biases at scale in sensitive application areas
(Manyika et al., 2022).
Leaning on systematic analysis, Hess' Cognitive Rigor Matrix was used to assess the
standards that allowed for the identification of specific indicators of higher-order thinking
present within the New Jersey social studies standards for Grades K–8.
AI provides a standardized approach to categorizing DOK levels, reducing subjective
biases, and ensuring uniformity across different standards and curricula. Furthermore, this
method supports a data-driven, research-aligned approach to curriculum development, ensuring
that educational standards are rigorous, comprehensive, and aligned with the global thinking
goals that the New Jersey Department of Education set forth in its mission and vision. To
minimize AI bias, the researcher used factual prompts that integrate Webb's depth of knowledge
to categorize the standards.
Review of Social Studies Standards
New Jersey student learning standards for social studies (New Jersey Department of
Education, 2020) emphasized the progressive nature of the standards and their inherent
requirement for global thinking in their mission and vision statements. The mission statement
highlights the goal of social studies education to develop informed and contributing members of
35
local, state, national, and global communities (New Jersey Department of Education, 2020). This
distinction prioritizes an understanding beyond the local community and one that seeks to give
students agency in their understanding of their role in an interconnected world.
Global thinking is further supported by the vision statement within the NJ student learning
standards. It outlines several key attributes that students should possess:
• civic-minded, globally aware, and socially responsible;
• Exemplify fundamental values of democracy and human rights through active
participation in local, state, national, and global communities;
• Make informed decisions about local, state, national, and global events based on inquiry
and analysis;
• Consider multiple perspectives, value diversity, and promote cultural understanding;
• Recognize the relationships between people, places, and resources as well as the
implications of an interconnected global economy;
• Apply an understanding of critical media literacy skills when utilizing technology to
learn, communicate, and collaborate with diverse people around the world and
• Discern fact from falsehood and critically analyze information for validity and relevance
(New Jersey Department of Education, 2020).
The mission and vision of the NJ student learning standards for social studies clearly indicate
that they are progressive and explicitly require global thinking. By accessing and mastering the
standards, students may gain a better understanding of global issues and a greater engagement
with local and global affairs communities, think critically about diverse perspectives, and apply
their knowledge in an interconnected world.
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The mission and vision of both the NJ student learning standards for social studies and the
National Council for the Social Studies (NCSS), demonstrate a shared emphasis on global
thinking and civic engagement. The NCSS (National Council for Social Studies, n.d.)
emphasizes the promotion of civic competence and the importance of educating students who are
committed to democratic values. They speak to the goal of having students possess knowledge
about their community, nation, and world, as well as the ability to apply inquiry processes,
analyze data, collaborate, make decisions, and solve problems. The NCSS also acknowledges the
significance of global connections and the need for students to understand diverse global
societies.
Both the NJ student standards for social studies and the NCSS standards aim to promote
civic engagement, global awareness, and an understanding of the interconnectedness of our
world. Developing informed and active citizens is emphasized in both sets of standards. They
both address the importance of citizens being able to analyze information critically, consider
multiple perspectives, and contribute to their communities, both locally and globally.
John Dewey
In today's fast-moving world, technology is changing daily life quicker than ever.
Technological advancements affect science, how businesses work, and how individuals interact
with the world on a daily basis and throughout their day. The world is getting smaller because
individuals can talk to each other in real time, share news, and get information any time of the
day with very minimal effort. However, unlike in the recent past, humans are no longer simply
receiving information now; everyone has the ability to create their own content, not just look at
what others have made. Technology companies have not just made technology easily accessible,
37
but they are also monetizing individuals’ interactions with it. To succeed in this connected world,
individuals must become tech-savvy and adaptable.
In the information age, knowledge and skill are power, but creativity and adaptability
reign supreme. The advancements and changes will inevitably lead to a greater need for
sophisticated knowledge and skills in the workplace. This means that there will be a demand for
students to learn how to process information in order to develop more advanced skills at a
younger age. Thus, American students are reaching a critical point in their education where they
can only absorb a certain amount of advanced content before their cognitive limits are reached.
To address this, it is necessary to modify the approach. Instead of trying to expand the
capacity of knowledge, like enlarging a cup, which ultimately has its limits, the focus should be
on changing the content within the cup. Altering the content can increase the density of
knowledge without overwhelming students. John Dewey was an influential American
philosopher, psychologist, and educational reformer who greatly contributed to the field of
education. His work emphasized the importance of education as a means of fostering democratic
values and active participation in society. Dewey believed that education should be student-
centered and focused on the needs and interests of learners rather than being solely content-
driven.
He believed education should be experiential and hands-on, allowing students to engage
in practical and meaningful activities that promote critical thinking, problem-solving, and
inquiry-based learning (Dewey, 2015). As a progressivist, Dewey emphasized the integration of
academic subjects with real-life experiences, as well as the development of social skills and
moral character, as seen in Figure 6.
38
Figure 6
John Dewey’s Theory of Structure
Note. John Dewey’s theory of learning. From John Dewey's Theory, by P. Main, 2023, Structural
Learning.). (https://www.structural-learning.com/post/john-deweys-theory). Structural-Learning
Blog. Copyright 2023 by Paul Main. Reprinted with permission.
According to Ornstein, in progressivist thought, these skills include problem-solving and
scientific methods. Schools should nurture cooperation and self-discipline and transmit the
society's culture. Because reality is constantly changing, Dewey saw little need to focus on a
fixed body of knowledge. Progressivism emphasizes how to think, not what to think (Ornstein &
Hunkins, 2018). Progressivism, as argued by Sahu (2002), asserts that teaching should evolve
alongside societal changes, emphasizing adaptability to new advancements rather than adhering
39
rigidly to past methodologies. Here, learning is based on children's innate curiosity in trying to
make sense of the world by accessing a cognitively rigorous curriculum.
Considering the limitations on the quantity of content that can be covered within a school
year, it is essential to prioritize learner-centered approaches to education more than ever before.
Today's kindergarteners, for example, will not solely need to memorize facts and details or recall
the chronological order of U.S. Presidents. Instead, they will need to possess the skills to adapt
effectively to rapidly changing circumstances and to generate innovative solutions for problems
that are currently unknown to the world.
This shift highlights the importance of cultivating higher-order thinking skills and global
thinking abilities. By fostering critical thinking, problem-solving, and creativity, students may be
better equipped to navigate an ever-evolving world. Education should give students agency over
what they are learning. It should provide them with opportunities to think critically, analyze
complex situations, consider multiple perspectives, and apply their knowledge to real-world
challenges. By placing the learner at the center, schools can provide opportunities for students to
perform more effectively in a future world with more dynamic demands.
Researchers believe that students learn best by diving into content that is tailored to them,
and students are expected to learn in a group and from each other in a constructivist manner.
Learning happens best when it is done by solving real-world problems and using new ways to
find information. This real-world application is where students are able to apply what they learn
in a more authentic manner. This student-centered approach focusing on real issues that need
creative solutions equips students with the necessary skills to think critically and logically.
Learning should take place for the purpose of understanding and making sense of the world in a
dynamic and interactive manner, which happens at the higher levels in Webb’s depth of
40
knowledge framework. Education should not be seen as a tool to simply get a job but as an
opportunity to develop the necessary skills to contribute to the world in a purposeful and positive
manner. This means education needs to be more about active participation and collaboration
rather than just memorizing facts. Learning that involves recalling and remembering occurs at
the lower levels of Webb's depth of knowledge framework, where critical thinking is less
developed.
The researcher sees education as the most powerful tool in shaping a future where
learning and society change and grow together for the betterment of the planet and all its
inhabitants. By embracing this change, education becomes a force for making a difference. When
education is interactive and constructive, it helps students find their own understanding of what
learning means. This approach not only transforms students but also prepares them to tackle the
complex challenges of sustainability.
Paulo Freire
According to Freire, critical consciousness and transformative education are tools that
can be used for liberation and social change (Freire, 1970). A traditional education system treats
students passively by transferring knowledge to them. Instead, Freire advocated for an approach
to education that encourages critical thinking, dialogue, and active engagement with the world,
which requires a cognitively rigorous curriculum.
Critical thinking is an essential component of Freire's educational philosophy. It involves
the ability to analyze, evaluate, and question information and ideas in a systematic and reflective
manner. Rather than accepting information passively, critical thinkers engage in deep reflection,
consider multiple perspectives, and assess the credibility and relevance of the information
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presented to them, which places it at Bloom’s highest level, “evaluate” “create” and Webb’s
DOK Level 3 and Level 4.
Freire argued that education should not simply transmit established knowledge and
societal norms but ought to enable students to critically examine and challenge them (Mahmoudi
et al., 2014). Students gain agency over their learning when they make sense of the information
they are introduced to. By gaining agency through critical thinking, students can also have a
deeper understanding of the world. They can identify social injustices, take action to bring about
positive change and work toward making the world a better place.
Through critical thinking, education becomes a dynamic process that engages students in
questioning the status quo. It provides them the skillset to identify and challenge oppressive
structures while also engaging in dialogue and collaboration with others. As students engage
actively with the world, they develop critical consciousness. They become aware of social and
political issues. They recognize power dynamics and imagine possibilities for social change.
Living in a global society and recognizing systems of oppression requires a global perspective.
This global perspective leads to an understanding of interconnectedness, interdependence, and
the complex issues that go beyond national borders. It involves recognizing global challenges,
valuing diversity, and considering multiple perspectives (Mundy, 2002). People who engage in
global thinking consider issues such as social justice, human rights, and environmental
sustainability beyond their immediate context.
Pedagogy of the Oppressed by Paulo Freire and global thinking are closely linked
because both emphasize critical consciousness, dialogue, and social transformation, all of which
need to be supported by standards that promote global understanding. Freire's approach
challenges oppressive systems and encourages individuals to critically analyze their social
42
reality, question dominant narratives, and work toward social justice (Freire, 1970). By doing so,
it encourages an understanding of international social, cultural, and political issues.
Global citizens can be nurtured by cultivating critical consciousness and a deeper understanding
of power dynamics through the Pedagogy of the Oppressed. It aligns with the principles of
global thinking by encouraging individuals to critically examine and challenge existing
structures and to promote social equality and solidarity on a global scale (Mundy, 2002).
Pedagogy of the Oppressed and global thinking are interconnected and mutually reinforcing
concepts that promote critical awareness, social justice, and active engagement with the world.
Overview of Social Studies Standards
In 2020, the New Jersey Department of Education released the new student learning
standards for social studies (NJSLS-SS). NJSLS-SS were progressive and forward-thinking; they
were created with three overarching standards: U.S. History: America in the World, World
history/global studies, and active citizenship in the 21st century. These new standards have a
greater focus on depth over breadth, with a strong emphasis on developing learners who are
civic-minded, globally aware, and socially responsible (New Jersey Department of Education,
2020). The mission and vision sections provide a vivid description of what NJ social studies
aspires to foster and provide for student learners. The NJ DOE encouraged teachers that the
content did not need to be linear. The central goal was to create interdisciplinary units that were
evidence-based action and solution-oriented (Hanna, 2021). Many of the performance
expectations deliberately called for collaboration, deliberation, reflection, and questioning key
attributes within social-emotional learning. These also emphasize higher-order thinking skills
and support students in building those critical SEL skills (Hanna, 2021).
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The Case for Integrating Global Thinking in Social Studies Standards
PISA, which stands for the Programme for International Student Assessment is a
worldwide study by the Organisation for Economic Co-operation and Development (OECD) in
member and non-member nations intended to evaluate educational systems by measuring
students' performance in mathematics, science, and reading literacy every three years. Their
framework for global student learning outcomes offers a comprehensive process for integrating
global perspectives and skills in education. PISA offers a framework for “global competence
assessment which measures students’ capacity to examine local, global and intercultural issues,
to engage in open, appropriate and effective interactions with people from different cultures, and
to act for collective well-being and sustainable development.” (OECD, 2020). According to the
framework, students need to understand key ideas like cultural diversity, global systems and
issues, and global citizenship to become globally competent (OECD, 2020). These ideas give
students a foundation on which to explore and comprehend the complexity of the world. In
addition to offering a set of fundamental questions, the framework also provides a set of
directives for researching and examining global issues (OECD, 2020). The framework
encourages students to examine world issues, consider multiple viewpoints, and broaden their
knowledge of the world. Additionally, PISA offer a codebook developed in partnership with
Global Cities, Inc. Global Cities, Inc. is part of a program with Bloomberg Philanthropies. They
offer a codebook which is a “tool for evaluators and teachers interested in determining how well
students are demonstrating global learning in any program or classroom” (OECD, 2020).
They highlight the importance of incorporating a variety of viewpoints and resources. They
speak to the value of fostering collaborative and inquiry-based learning opportunities (OECD
2020).
44
Reviewing the framework was critical as it included a crucial component that evaluated
global competence (OECD, 2020). It suggested several methods, such as performance-based
evaluations, projects, and reflections, to gauge students' knowledge, abilities, and attitudes in
relation to global education. These skills align directly with Hess' Cognitive Rigor Matrix,
specifically on the higher order side of the matrix. When students are encouraged to examine
world issues and consider multiple viewpoints, as suggested by the framework, they are
engaging in higher-order thinking skills. These skills are the same as detailed in Hess' Cognitive
Rigor Matrix and Webb's DOK. The framework's emphasis on stimulating, culturally sensitive
learning environments, incorporation of diverse viewpoints, and fostering collaborative and
inquiry-based learning directly aligns with the higher levels of cognitive rigor and depth of
knowledge that these educational frameworks advocate.
To ensure the integration of global education, the framework also acknowledges the need for
supportive systems and policies (OECD, 2018), which the researcher used to provide further
recommendations. To advance global education, policymakers, and academic leaders are urged
to create opportunities for professional growth, provide adequate funding, and form alliances. In
general, the framework for global education provides policymakers and educators with a
roadmap for incorporating global perspectives, abilities and understanding into the curriculum.
By incorporating global perspectives into the social studies curriculum, students can better
understand and address global issues. Additional scholarly sources further support the imperative
for a global education. These findings align with the framework proposed by the OECD (2018),
emphasizing the need for comprehensive systems and policies to support the integration of
global perspectives into education.
45
• Examining global interconnections: This framework suggests there should be a focus on
helping students understand how the world is interconnected (OECD, 2013). Educators
should guide students in exploring the connections and influences between societies,
cultures, economies, and environments (OECD, 2013).
• Analyzing global systems and challenges: Students should be encouraged to analyze
global issues, such as economic interdependence, environmental sustainability, political,
and social justice (Cornell University, n.d.). Through discussion and investigation,
teachers can help students evaluate these complex issues critically.
• Investigating cultural diversity: The New York State Education Department puts a focus
on cultural responsiveness and states that, “having high expectations and delivering
rigorous instruction for all students regardless of identity markers, including race, gender,
sexual orientation, language, ability, and economic background,” creates a welcoming
and affirming environment. By exposing students to a variety of cultures, traditions,
beliefs, and practices, teachers can inspire their students to respect and value different
points of view and ways of living (NYSED, n.d.).
• Developing global citizenship: Is stressed as part of the Universal Declaration of Human
Rights, first drafted in 1948 after World War II. This includes understanding one's rights
and responsibilities in the global community (Israel, 2015). According to the framework,
developing global citizenship entails being aware of one's obligations to the world
community (Israel, 2015).
In line with these perspectives, it is evident that the inclusion of global education in the
curriculum is not merely a pedagogical option but a necessity for preparing students to thrive in
an interconnected world. For this reason, policymakers and academic leaders must prioritize
46
initiatives that promote global competence, including professional development opportunities,
adequate resource allocation, and collaborative partnerships. Through intentional integration of
global thinking within the social studies curriculum, educators can empower students to critically
engage with complex global issues and contribute meaningfully to a more interconnected and
interdependent world.
Role of AI in Education
The development of artificial intelligence has had a significant impact on modern society.
Modern society is changing as a result of it. It is making a significant impact in businesses and
individuals' daily lives. AI can make work way more efficient and help with new ideas. AI
allows work to get done better and quicker. Writing an email or letter for mass distribution in the
past could have taken hours. Now with the proper prompt it can be done in minutes.
Analyzing articles could take days or weeks; now, it can be done in minutes. It is estimated that
80% of the world’s data is unstructured, and a significant proportion of them are text-heavy. In
order to find insights among unstructured text, text analytics techniques are employed to
transform the text into data that can be used for further analysis (Papadopoulos & Charalabidis,
2020). The researcher chose to integrate AI in order to extract information from the dataset more
quickly and efficiently.
Extraction refers to the process of identifying and isolating important pieces of data from
a larger dataset. In this case, AI extracted specific verbiage from the New Jersey social studies
standards for Grades K–8 that is aligned with Hess' Cognitive Rigor Matrix and Webb’s depth of
knowledge framework in order to identify cognitive complexity within the standards. This
allowed AI to evaluate student learning outcomes. These results were then validated by the
researcher who applied the framework method to review the findings.
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Chapter 3: Methodology
In 2020, the New Jersey Department of Education updated the New Jersey student
learning standards for social studies with the mission that: Social studies education provides
learners with the knowledge, skills, attitudes, and perspectives needed to become active,
informed, and contributing members of local, state, national, and global communities.” These
goals align with the United Nations' global sustainability goals, which state, “Ensure inclusive
and quality education for all and promote lifelong learning, which includes global citizenship as
one of its targets, (United Nations, n.d.). As a result, students can gain a deeper understanding of
the world by learning about world events through global citizenship. While the goals created by
the New Jersey Department of Education are progressive and forward-thinking, do they set forth
the framework for students to develop the competencies to become global citizens?
Research Questions
The study was guided by the overarching research question, which sought to investigate
whether the 2020 New Jersey student learning standards for social studies in Grades K–8 aligned
with the cognitive rigor matrix proposed by Hess. The research question sought to know if the
standards effectively provided students with the necessary framework for developing the
competencies required for global citizenship, specifically by examining the presence,
complexity, and frequency of higher-order thinking opportunities. In this study, the researcher
looked at how the language used in these standards matched Hess' definition of higher-order
thinking. The researcher assessed how cognitively complex the standards were and how many
chances they gave for higher-order thinking using Hess' Cognitive Rigor Matrix The following
additional questions served as a guide for this research:
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• Research Question 1: In what way(s) does the language found on the 2020 New Jersey
student learning standards for social studies in Grades K–8 compare to Hess' Cognitive
Rigor Matrix definition of higher-order thinking?
• Research Question 2: How cognitively complex are the 2020 New Jersey student learning
standards for social studies in Grades K–8 as defined by Hess' Cognitive Rigor Matrix?
• Research Question 3: How frequently do the 2020 New Jersey student learning standards
for social studies in Grades K–8 include higher-order thinking opportunities as identified
in Hess' Cognitive Rigor Matrix?
Research Design and Methodology
The study used a mixed-methods approach. The qualitative aspect involved conducting a
qualitative content analysis of the language used in the New Jersey student learning standards for
Grades K–8. The content analysis was meant to better understand the standards' language,
higher-order thinking requirements, and alignment with the desired outcomes for global
thinking. Qualitative content analysis is a research approach for the description and interpretation
of textual data using the systematic process of coding (Assarroudi et al., 2018). Additionally,
“qualitative research allows asking questions that cannot be easily put into numbers to
understand human experience. Getting at the everyday realities of some social phenomenon and
studying important questions as they are really practiced helps extend knowledge and
understanding” (Cleland, 2017, p. 61).
Due to the nature of this study, the researcher chose to combine the framework method
and the Mayring step model. In doing so, the researcher was able to leverage the structural
benefits of the framework method, which is used for data organization and thematic analysis.
The Mayring step model allows for detailed textual analysis. This approach is particularly useful
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in mixed-methods research, where both broad thematic insights and detailed text interpretations
are based on a predetermined coding scheme (Mayring, 2000). The framework method was used
to help organize the standards and for the researcher to become more familiar with the dataset,
the New Jersey social studies standards for Grades K–8. The standards were organized and
shared with AI so that a detailed analysis could be applied by grade level. This allowed the
researcher to more easily categorize the dataset, understand the data, and find patterns. The
standards were inputted into AI, starting from Grades K–2 first, then 3–5 and finally 6–8.
The researcher coded the dataset twice with AI, on two separate days on two separate
computers and then used the Mayring step model to refine the thematic analysis as well as
enhance validity and reliability. The Mayring step model allowed the researcher to review the
standards more deeply using Webb’s depth of knowledge framework. When there were
disagreements between AI and the researcher, the researcher, as the educator, made the final
decision on the categorization of the standards, as shown in Figure 7.
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Figure 7
Framework Method and Mayring Step Model Process
Note. Synthesis of the Mayring Step Model and Framework Method. Adapted from “Using the
framework method for the analysis of qualitative dyadic data in health research” by N. Collaço,
R. Wagland, O. Alexis, A. Gavin, A. Glaser, & E. K. Watson, 2021, Qualitative Health
Research, 31(8) (https://doi.org/10.1177/10497323211011599) and “Qualitative Content
Analysis” by P. Mayring, 2000, Forum Qualitative Sozialforschung
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1(2) (https://www.researchgate.net/publication/215666096_Qualitative_Content_Analysis). Both
articles licensed under CC BY 4.0.
The quantitative part of the research highlighted the use of artificial intelligence (AI) and
natural language processing (NLP) as essential tools for data analysis. These advanced AI
technologies were vital for evaluating the New Jersey student learning standards and aligning
them with Hess' Cognitive Rigor Matrix framework, Webb's depth of knowledge, and Bloom's
taxonomy.
This research utilized AI tools, particularly the Chat GPT model, to categorize and
organize the language within the standards. Through prompting, the AI model was trained to
identify specific keywords, phrases, or concepts related to different levels of cognitive
complexity, as defined by Hess' Cognitive Rigor Matrix. As part of the methodology, the
prompts were provided to replicate the study. These helped to better understand how AI
connected the identified keywords, phrases, or concepts to established cognitive frameworks,
such as Hess' Cognitive Rigor Matrix, Webb's depth of knowledge, and Bloom's taxonomy. This
mapping process provided a structured way to assess the standards based on their alignment with
these frameworks, as shown in Figure 8.
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Figure 8
Sequence Mapping for Coding Standards
Note. Sequence Diagram of AI-Assisted Analysis and Classification of Educational Standards.
This diagram illustrates the three-part process of input and interpretation of raw educational
standards, analysis and classification. Own Work.
Part 1 required the researcher to input the prompt and then upload the data and standards
into AI, ChatGPT. The standards were copied and pasted right into AI, allowing it to read and
begin interpreting them. Part 2 involved ChatGPT analyzing the cognitive demands and
classifying the standards based on Webb’s depth of knowledge levels. Finally, in Part 3 ChatGPT
returned the standards in a table that included the standard as well as the Webb’s depth of
knowledge Level, 1–4.
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The AI and NLP were used because of their efficiency and consistency in the analysis. AI
was able to quickly and consistently process large amounts of text data and reduce the risk of
human bias and error. It should still be noted that bias can creep into algorithms in several ways.
AI systems learn to make decisions based on training data, which can include biased human
decisions or reflect historical or social inequities, even if sensitive variables such as gender, race,
or sexual orientation are removed (Manyika et al., 2022). Incorporating AI and NLP into the
research design represented an innovative approach to educational assessment. By using this
method, the New Jersey student learning standards could be analyzed with greater objectivity
and reliability. To ensure the validity of the study, the researcher used the framework method in
conjunction with the Mayring step model to review the findings.
In education, the strength of quantitative research is that the findings are derived from
finding exact facts; that is, the same research methods are applied, and the results are generalized
(Hara, 1995). In contrast to mono-method research, mixed-methods research often produces
superior results due to its methodological pluralism and eclecticism (Johnson & Onwuegbuzie,
2004).
Using the mixed methods approach allowed the research to identify categories, themes,
and patterns related to the distribution and frequency of high-order thinking in the 2020 New
Jersey student learning standards for social studies in Grades K–8, based on Hess' Cognitive
Rigor Matrix. The mixed-methods approach allowed for comparing, analyzing, and categorizing
the language of higher-order thinking found within the standards.
Webb's depth of knowledge (DOK) and Hess' Cognitive Rigor Matrix are tools used
together to help understand the cognitive demands and complexity of educational standards.
Educational materials are designed using both frameworks to ensure they align with the intended
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cognitive rigor level. Here is a detailed explanation of how these two frameworks can work
together.
Webb's Depth of Knowledge (DOK)
Webb's DOK framework, as shown in Figures 8 and 9, categorizes tasks and standards
into four levels based on the cognitive complexity required to complete them:
DOK Level 1 (recall and reproduction): These tasks are considered to be the simplest.
They ask students to recall information or reproduce facts or procedures. It doesn’t involve much
thinking. Asking a student the title of a book or at what temperature water boils would fall into
this level.
DOK Level 2 (basic application of concepts and skills): These require students to apply
knowledge and skills to solve simple problems or perform routine tasks. Asking a student to
contrast or classify would fall into this level.
DOK Level 3 (strategic thinking and complex reasoning): These tasks demand more
complex thinking from students and require them to use reasoning skills. Here, students are
expected to analyze, synthesize, and draw conclusions from information they are presented.
DOK Level 4 (extended thinking and complex reasoning): These tasks are considered to
represent the highest cognitive demand. They require students to think critically, analyze
multiple sources of information, make connections across subjects. These types of tasks allow
student to think more authentically and develop their own idea.
Figure 9
Webb’s Depth of Knowledge
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Note. Depth of knowledge learning levels. From Striving for Higher-Order Thinking and Depth of
Knowledge, by T. Watanabe, 2013, wwwatanabe (https://gcci.uconn.edu/2017/11/14/building-
classroom-dialogue-using-webbs-depth-of-knowledge/) CC BY-NC 4.0 DEED.
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Figure 10
Webb’s DOK Question Stems
Note. Levels of learning based on Webb’s Depth of knowledge. From Webb's Depth of Knowledge, by P.
Main, 2023, Structural Learning. (https://www.structural-learning.com/post/webbs-depth-of-
knowledge ) Copyright 2023 by Paul Main. Reprinted with permission.
Hess' Cognitive Rigor Matrix
Hess' Cognitive Rigor Matrix categorizes educational standards and tasks into four levels
similar to Webb's DOK but uses slightly different terminology which focus more on the product
of the task.
Level 1 (recall): At this level, the focus is on whether students are able to remember
factual information. It involves tasks like remembering dates of events.
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Level 2 (skill/concept): At this level the focus in on if students are able to apply
knowledge and skills to solve problems or perform tasks. An example would be tasks
requiring students to understand cause and effect.
Level 3 (strategic thinking): At this level, there is a demand for more complex cognitive
skills. Students need to analyze information and think critically to solve problems.
Level 4 (extended thinking): This is the level with the highest cognitive demand. Students
are having more complex thoughts.
Using Webb's DOK and Hess' Cognitive Rigor Matrix Together
While the two frameworks complement each other and both frameworks have four levels.
Webb's Depth of Knowledge has a greater focus on the cognitive processes involved in a task
and emphasizes how students engage with and approach the task. Hess' Cognitive Rigor Matrix
on the other hand tends to have a greater focus on the expected outcome of the task. It focuses on
what students should be able to demonstrate as a result of their learning process.
It should be noted that there is a wide range of perspectives and discourses regarding what the
term global citizenship means. Its definition can be seen as undefined and even abstract.
Nussbaum (2017) argued that global citizenship requires an ability to think as a citizen of the
whole world, not just some local region or group. This view of global citizenship is closely
aligned with that of (Haigh, 2014), whose aspiration and vision is that future graduates (who they
remind us will be both our future leaders and neighbors) will be able to solve the problems of the
future, to care for those who cannot care for themselves, to defend the social values that we
believe in, to protect the environment for those who will follow and to help set the world on a
sustainable course. This type of social consciousness and problem-solving ability requires
intercultural intelligence, the ability to solve problems, comprehensive communication, and
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compassion, which is achieved through cognitive engagement with complex rigor, which aligns
more readily with Hess' Cognitive Rigor Matrix framework.
Reliability Assurance in Qualitative Data Analysis
Reliability is a cornerstone of rigorous research, ensuring the consistency and
dependability of data analysis procedures. The qualitative phase of this research looked at the
content language of the 2020 New Jersey student learning standards for social studies in Grades
K–8. The dataset were also run through AI twice. In both cases, the researchers run the three
different sessions to input the standards by grade level. The researcher then integrated the
framework Method and the Mayring step model to analyze the data.
Role of ChatGPT
Artificial intelligence was used to perform the content analysis to ensure reliability in
qualitative analysis. The research employed the use of ChatGPT. ChatGPT played an important
role in coding the standards using Hess' Cognitive Rigor Matrix and Webb's depth of knowledge.
Here's a breakdown of ChatGPT's role in the process:
Content Analysis and Categorization
ChatGPT was employed to analyze the text of the New Jersey social studies standards for
Grades K–8. Its primary task was to read, understand, and categorize each standard based on
Hess' Cognitive Rigor Matrix and Bloom’s taxonomy. The AI model was able to identify key
phrases and concepts within the standards that corresponded to different levels of cognitive
demand, from basic recall to higher-order thinking skills.
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Efficiency and Scalability
The volume of standards and the complexity of their content required an efficient tool for
analysis. Using ChatGPT allowed for a quick and seamless process that reviewed all pages of the
standards in a small amount of time. Using ChatGPT allowed the standards to be analyzed
objectively, helping to avoid mistakes and unfairness. This helped to stay consistent, avoids
biases, and unfair slants. The software stuck to a strict set of rules from the cognitive rigor
matrix, so every standard gets judged by the same high bar.
Coding Reliability
To further strengthen the reliability of the qualitative analysis the researcher assessed the
results of ChatGPT. In these checks, the researcher independently coded the data and then
compared the results with that of ChatGPT. Errors were analyzed and documented. Where cases
existed and there was a significant departure from AI coding and researcher opinion,
discrepancies were analyzed and reviewed, and compared to established literature.
Transparent Reporting of Methodology
To assure transparency, the prompts inputted into AI were provided to allow replication
of the study.
Additionally, the researcher clearly documented the version of the AI tool used, how the data
were inputted, and any limitations or challenges encountered.
As a single researcher conducting coding for this research, ensuring inter-coder reliability
was important to ensure the validity of the finding. For this reason, the following is a step-by-
step guide on how the researcher reviewed the AI ChatGPT findings.
Clear Coding Guidelines
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• ChatGPT was provided with the prompt to code the standards. The prompts and outputs
were shared in Appendix B of this research.
• The standards were assessed by ChatGPT twice using the same prompts.
• The standards were assessed in separate sessions. First, it assessed starting from Grades
K–2, then 3–5, and finally 6–8.
• The researcher provided the findings of all coding findings in this Appendix
• The researcher made the final determination on the classification.
Codebook Creation
• The researcher used Webb’s depth of knowledge graphic by Tracy Watanabe and depth
of knowledge – Descriptors, Examples, and Question Stems for Increasing Depth of
Knowledge in the Classroom Developed by Dr. Norman Webb and Flip Chart developed
by Myra Collins to review AI, ChatGPT findings.
• Discrepancies were highlighted. The researcher also provided a reason for the
discrepancies.
Reflection and Revision
• The researcher reflected on and reviewed coding decisions periodically.
• The researcher consulted the coding guidelines when unsure.
Code Comparison and Documentation
After the researcher completed the coding, a reliability check was conducted.
Discrepancies were documented. Throughout the coding process, challenges and errors were
documented and reviewed.
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Validity
Enhancing the validity of a study that utilizes AI, such as ChatGPT, for analyzing
educational standards involved several key strategies. These strategies were designed to ensure
that the research findings accurately reflected the reality they intended to represent. This study
used multiple data sources, methods, or theories to cross-verify the results. This study combined
AI analysis and a human conducting manual coding. Additionally, the researcher used multiple
prompts to introduce AI to Hess' Cognitive Rigor Matrix Webb’s depth of knowledge, and
Bloom’s taxonomy. AI tested the standards with the same prompts to provide consistency.
Participants and Sampling
This study did not use any participants or population sampling.
Data Sources and Collection
The data gathered were retrieved from a public website containing the New Jersey
student learning standards (NJSLS) in social studies, which is reviewed and revised every 5
years. The 2020 NJSLS in social studies was adopted by the State Board of Education on June 3,
2020 (New Jersey Department of Education, 2020). The data can be collected at any time. As the
NJSLS was developed in 2020, new standards will not be developed until 2025. The data were
copied and pasted directly from the New Jersey Department of Education and pasted onto a
Google Doc before being inputted into the AI program. The standards are posted on the New
Jersey Department of Education website by grade level. It is provided in Grades K–2 (54
standards), 3–5, (100 standard), and 6–8 (109 standards). Figure 10 below summarizes the
standards being analyzed by grade.
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Figure 11
Social Studies Standards by Grade Levels
Note. Distribution of the NJ Student Learning Standards for Social Studies across various grades
between K-8. Own work.
Data Analysis
In order to analyze the New Jersey student learning standards in social studies, the
researcher used Hess' Cognitive Rigor Matrix. Bloom's taxonomy correlates cognitive
complexity with Webb's depth of knowledge, and Hess' Cognitive Rigor Matrix correlates task
actions with Webb's depth of knowledge. The student's cognitive level and the type of task they
are expected to perform can, therefore, be examined for each standard, allowing multiple
perspectives to be explored.
Educational standards are the learning goals for what students should know and be able to
do at each grade level (What are educational standards? What are educational standards?
(Common Core State Standards Initiative, n.d.). Assessing the standards allowed the researcher
the opportunity to identify the type of language within the standards, its cognitive complexity,
and its frequency. It allowed for (a) deductive coding analysis, (b) assessment levels of rigor
using Hess' Cognitive Rigor Matrix, and (c) assessment frequency using Hess' Cognitive Rigor
Matrix.
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Additionally, the Hess' Cognitive Rigor Matrix links the cognitive complexity of Webb’s
depth of knowledge and the actions of tasks categorized in Bloom’s taxonomy. This allowed for
each standard to be analyzed not only for the type of task that was being asked of the students
but also for the level of cognition students are required to utilize, allowing each standard to be
examined from multiple perspectives
Validity and Credibility
Assuring the validity and credibility of the research is paramount. As Merriam (2009)
pointed out, validity and reliability are closely related. Internal validity from a traditional
perspective rests for some on the assumption that a study is more valid if repeated observations
in the same study or replications of the entire study produce the same results. In this logic, truth
is established by repetition, but people, measurements, and observations are all subject to error
(Merriam, 2009). In terms of research design, Merriam (2009) suggested that reliability is a
result of repeatedly studying a single reality and yielding the same results. Research reliability
refers to the reproducibility of results. If repeated, will the results be replicated? Human behavior
is never static, which makes reliability in the social sciences difficult. In order to ensure the
validity of the research, a review of coding methods from other studies was included. The
research also included two analysts in coding each of the standards and then comparing their data
and findings, increasing inter-rater reliability. All standards were coded based on Hess' Cognitive
Rigor Matrix coding protocol. All prompts used with ChatGPT were provided.
Limitations
The study was designed to examine the New Jersey social studies standards in Grades K–
8. The analysis did not cover the standards for high school. Higher-order thinking and cognitive
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complexity are measured in multiple ways. A clear, definitive connection between cognitive
complexity, higher-order thinking, and global thinking has not been established.
While there are strengths for using AI, in this case ChatGPT, to analyze the New Jersey
student learning standards for social studies, it was also important to understand the limitations.
These limitations could impact how the standards are interpreted. AI is proficient at repeatedly
carrying out the same task, but if we want any adjustments or improvements, we must manually
alter the codes. (Duggal, 2023) Additionally, AI systems can inherit biases present in their
training data. These biases could influence how the standards are analyzed and categorized,
potentially leading to skewed results (Mayika et al., 2022). The biggest concern was that while
the researcher understood the prompts being used to initiate the coding, there was no
transparency about the AI algorithm being used.
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Chapter 4: Data Analysis and Results
This study was guided by the overarching question: In what way(s) does the language
found on the 2020 New Jersey student learning standards for social studies in Grades K–8
compare to Hess' Cognitive Rigor Matrix definition of higher-order thinking? In order to
understand the findings of this mixed-methods study, which used artificial intelligence (AI) to
assess the New Jersey student learning standards for social studies in Grades K–8, it was
important to understand how AI was used and how the research was standardized. The research
reviewed 263 standards. The standards were inputted into AI twice, on two different days, using
two different computers. These results were then reviewed by the researcher using the
framework method as well as the Mayring step method.
The researcher first used AI to assess the 263 standards, followed by the framework
method and Mayring step model as coding tools for the analysis of qualitative data to review the
AI findings. The framework method has been used since the 1980s (Gale et al., 2013b). The parts
of the framework are as follows:
Familiarization: The aim of this stage of framework analysis is to get to know the data
extensively (Parkinson et al., 2015).
Identifying a framework: The aim of this stage of framework analysis is to organize
data in a meaningful and manageable way for subsequent retrieval, exploration and examination
during the final mapping and interpretation stage (Parkinson et al., 2015).
Indexing: This involves systematically applying the framework to each interview
transcript (Parkinson et al., 2015).
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Charting: The aim of the charting stage is to organize the data into a more manageable
format to facilitate data analysis in the next stage of framework analysis (Parkinson et al.,
2015).
Mapping and interpretation: The aim of this stage of framework analysis is to move
beyond data management towards understanding it (Parkinson et al., 2015).
The researcher first prompted AI, ChatGPT, with the commamd to begin the coding
process. It required that the researcher prepare ChatGPT with the “mindset” of the work it would
perform as well as how the work would be performed. The first prompt was,
You are conducting doctoral research on the New Jersey social studies standards. I will
give you about 10 standards at a time, copied from the New Jersey Department of
Education website. You will use Hess' Cognitive Rigor Matrix to label the standards by
level based on the verbiage or task demand. Specifically, you will use Hess' Cognitive
Rigor Matrix (Reading CRM) and (writing-speaking CRM), applying Webb's depth of
knowledge levels to Bloom's cognitive process dimensions. You will create a table with
column one for the standards and column two for Webb's depth of knowledge classification.
Do you understand?
The complete interaction between the researcher and ChatGPT is shared in Appendix B.
This prompt was able to define the framework by asking Hess' Cognitive Rigor Matrix
framework. This framework contains the cognitive skills being focused on to identify higher-
order thinking within the New Jersey student learning standards for social studies in Grades K–8.
Using this framework allowed AI (ChatGPT) and the researcher to have a clear definition of
cognitive skills, which would ensure consistent application. The researcher then inputted
approximately 10 of the New Jersey learning standards into ChatGPT at a time. The researcher
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also started a new session with the same prompt three times. One new session was used for each
of the grade levels.
In the context of using ChatGPT, a new session generally refers to starting a fresh
interaction with the model without any prior context or history from previous interactions. Each
session is isolated, meaning that ChatGPT does not remember the conversation from past
sessions. When you start a new session, it is as if you are interacting with ChatGPT for the first
time, with no memory of previous questions, answers, or any other information shared in earlier
sessions (OpenAI, 2024). In the first session, it reviewed the standards from Grades K–2; in the
second, it was Grades 3–5, and finally, from Grades 6–8 standards. Three different sessions were
used in case there were errors or disruptions so that a new session would not have to be initiated
for the entire coding process. This would have been time-consuming and would not have
improved the results. Inputting the standards approximately 10 at a time allowed AI to
familiarize itself with the standards while getting a general sense of the content and structure.
The prompt to use Hess' Cognitive Rigor Matrix framework allowed AI to categorize the
cognitive skills that are within the standards based on Webb’s depth of knowledge from Level 1–
4. Once the standards were entered the coding process commenced and AI read through and
created a table as instructed which allowed the researcher to see the standard with the
corresponding Webb’s depth of knowledge level.
The consistency was done by the researcher by adding approximately 10 standards at a
time without any additional prompts or information to assure the same process was used for the
entire coding process. No adjustments were necessary. To analyze the data, the researcher then
inputted the prompt, “What is the frequency of each level. I will input all levels.” The levels
were copied from the table and inputted one by one.
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This allowed AI to calculate the frequency of Webb’s depth of knowledge levels for the
entire Grades K–2 standards, then Grades 3–5, and finally Grades 6–8. The following Table 12
shows how steps one through six were implemented.
Figure 12
Framework Method Steps
Note. Applying the Framework Method to Educational Standards. Adapted from “Using the Framework
Method for the Analysis of Qualitative Dyadic Data in Health Research,” by N. Collaco, R. Wagland, O.
Alexis, A. Gavin, A. Glaser, & E. K. Watson, 2021, Qualitative Health Research, 31(8), p. 1557
(https://doi.org/10.1177/10497323211011599) CC BY 4.0 DEED.
Step 7, interpret and report, of the framework method, as detailed in Figure 11, was used
by the coder in the review process. Step 8, reflect and recommend are used later in the chapter.
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Findings
As it relates to the overarching question, "In what way(s) does the language found on the
2020 New Jersey student learning standards for social studies in Grades K–8 compare to Hess'
Cognitive Rigor Matrix definition of higher-order thinking?" The researcher found evidence of
depth and complexity in the standards from kindergarten through eighth grade. The standards
frequently call for analysis, evaluation, and synthesis, as shown in the frequency tables. Terms
such as evaluate, analyze, compare and contrast, and use evidence, which are hallmarks of
higher-order thinking, are seen throughout the standards. A distribution of depth of knowledge
(DOK) levels is shown in Figure 13 for Grades K–8 standards. The chart revealed:
• DOK 1 (recall and reproduction) comprised 3.4% of the standards.
• DOK 2 (skill/concept) comprised 37.6% of the standards.
• DOK 3 (strategic thinking and reasoning) comprised 40.6.0% of the standards.
• DOK 4 (extended thinking) comprises 18.2% of the standards.
In Hess' Cognitive Rigor Matrix, higher-order thinking is characterized by complex cognitive
processes, which are represented by the higher DOK levels:
• DOK 3 specifically involves strategic thinking, complex reasoning, and the ability to plan
and use evidence. This level requires students to go beyond text or rote application of
skills. At this level, students must be able to explain, support, or justify their thinking.
• DOK 4 requires extended thinking, complex analysis, and the ability to synthesize
information from multiple sources or contexts. Students at this level engage in tasks that
involve long-term investigation, research projects, and problem-solving. At this level
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students spend more than one class period learning and applying information and creating
authentic connection to the material they are learning.
The language of the New Jersey standards, as indicated by the pie chart, aligns well with Hess'
definition of higher-order thinking. The chart evidences that there is a substantial emphasis on
DOK 3 and DOK 4 levels:
• The combined percentage for DOK 3 and DOK 4 is 58.8%, indicating that a majority of
the standards aim to engage students in strategic and extended thinking activities. This
suggests that the standards are designed to foster an educational environment where
students are encouraged to engage in higher-order thinking.
• The time that students are expected to dedicate to DOK 1 shows a minimal focus on
simple recall and reproduction, which are considered lower-order thinking skills.
• DOK 2 standards reflect a total of 37.6% of the standards. This indicates that
understanding the foundational skills and concepts is necessary, but they are not the sole
focus of the educational process.
Figure 13 demonstrates an alignment with Hess' Cognitive Rigor Matrix as it shows that
the standards place a strong emphasis on higher-order thinking skills, which are crucial for
preparing students not just for academic success but also for real-world problem-solving and
decision-making in an interconnected world, where global thinking is critical.
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Figure 13
NJ Student Learning Standards in Grades K-8 by DOK Level
Note. How the questions are distributed based on Webb’s Depth of Knowledge between grades
K-8. Own Work.
Question 2 Findings
As it relates to question two, “How cognitively complex are the 2020 New Jersey student
learning standards for social studies in Grades K–8 as defined by Hess' Cognitive Rigor Matrix
The 2020 New Jersey student learning standards for social studies for Grades K–8, as analyzed
through Hess' Cognitive Rigor Matrix, demonstrated a significant level of cognitive complexity.
Hess' Cognitive Rigor Matrix combined Bloom's taxonomy with Webb's depth of knowledge
(DOK) to provide a more comprehensive view of cognitive demand in educational standards and
tasks. The cognitive complexity of the 2020 New Jersey student learning standards for social
studies in Grades K–8 is aligned with the higher levels of Hess' Cognitive Rigor Matrix because
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the standards show a strong emphasis on strategic and extended thinking. This reflects an
educational approach that values critical thinking and analysis, as well as application and
synthesis and research and inquiry. The expected skills and learning, when taught appropriately
in schools, can prepare students not only to understand historical, civic, economic, and
geographic concepts but also to apply this understanding critically and creatively in various
contexts. Globally competent students can draw on and combine the disciplinary knowledge and
modes of thinking acquired in schools to ask questions, analyze data and arguments, explain
phenomena, and develop a position concerning a local, global, or cultural issue. Global thinking
routines capture key forms of thinking embodied in global competence. They are open-ended,
assuming no right or wrong answers. They are simple in design, which makes them useful for
teachers of varied levels of expertise yet cognitively sophisticated, providing extensive room for
growth and refinement. When teachers make these routines habitual practices—part of the way
we do things here—they pave the way for the kind of learning we need to prepare our youth for
our interdependence in the world (Mansilla, 2016).
Figure 14 indicates that the standards place an emphasis on foundational skills DOK 1
and DOK 2. These skills are crucial for building initial knowledge and understanding. However,
it should be noted that there is a considerable emphasis, 37%, on strategic thinking, which is
Webb’s depth of knowledge Level 3, indicating that even at this early stage, students are being
introduced to more complex cognitive tasks that require reasoning, applying knowledge, and
making connections. While extended thinking, Webb’s depth of knowledge in Level 4 tasks is
minimal. It allows educators to begin engaging students in multi-step problem-solving and
projects that require the integration of knowledge from various sources.
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Figure 14
NJ Student Learning Standards in Grades K–2 by DOK Level
Note. How the questions are distributed based on Webb’s Depth of Knowledge between grades
K-2. Own Work.
For Grades 3–5, as shown in Figure 14, the emphasis on basic skills and concepts,
Webb’s depth of knowledge Level 2 is slightly higher, which is reflective of the need to solidify
foundational knowledge as students move into more complex subject matter. However, the
standards maintain a strong focus, 35%, on strategic thinking Webb’s depth of knowledge Level
3, which continues to foster students' abilities to analyze, compare, and infer. The increase in
extended thinking, Webb’s depth of knowledge Level 4, indicates that there is a progression
towards more demanding tasks that require extended reasoning and problem-solving.
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Figure 15
NJ Student Learning Standards in Grades 3–5 by DOK Level
Note. How the questions are distributed based on Webb’s Depth of Knowledge between grades
3-5. Own Work.
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Figure 16
NJ Student Learning Standards in Grades 6–8 by DOK Level
Note. How the questions are distributed based on Webb’s Depth of Knowledge between grades
6-8. Own Work.
As the middle school standards, Grades 6–8, are analyzed, standards make a substantial
shift towards higher-order thinking skills. The majority of the standards fall into Webb’s depth of
knowledge Level 3 and Level 4. These tasks require more strategic and extended thinking tasks.
These account for 85.3% of the standards. These standards will require a curriculum that is
heavily weighted towards tasks that demand deep engagement, such as conducting research,
engaging in complex reasoning, problem-solving, and synthesizing information across multiple
domains. There is minimal emphasis on Webb’s depth of knowledge in Level 2. There is also the
absence of Webb’s depth of knowledge Level 1, which is important.
This implies that with the standards, educators are expected to create learning
opportunities for students who move beyond simple recall. It requires educators to teach in a
manner that allows students to apply their foundational knowledge in more sophisticated ways.
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When reviewing the New Jersey student learning standards for social studies in Grades
K–8, it is evident that there is a progression toward increasing cognitive complexity. The
standards in the early grades lay the groundwork with a strong base in foundational knowledge
and skills, yet they do not shy away from introducing students to tasks that require higher-order
thinking. As students progress, the focus shifts significantly towards strategic and extended
thinking, aligning with Hess’ CRM's definition of cognitive complexity. By the middle school
years, the standards predominantly involve tasks that engage students in complex, cognitively
demanding activities, preparing them for the challenges of higher education and the workforce.
This progression reflects a deliberate curricular design to develop critical thinking and problem-
solving skills as students advance through their educational journey.
Question 3 Findings
Question 3 looked at “How frequently do the 2020 New Jersey student learning standards
for social studies in Grades K–8 include higher-order thinking opportunities as identified in Hess'
Cognitive Rigor Matrix?” Throughout the Grade K–8 standards, students are encouraged to
apply knowledge across various contexts, not just within the area of social studies. There are
instances where students are asked to engage with contemporary issues, use evidence, and
support arguments, and they are also tasked with understanding the impact of historical events on
current society.
This cross-disciplinary application is aligned with Hess' Cognitive Rigor Matrix for
higher DOK levels. As evidenced in Figure 16, only 3% of the standards are at DOK level 1,
which is the lowest level of cognitive complexity in Webb’s depth of knowledge framework. At
least 58% of all standards in Grades K–8 are DOK level 3 or DOK level 4. DOK Level 3
standards require strategic thinking, complex and abstract thinking, and can have multiple
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answers and approaches. This means the standards created if used in classrooms, can create
opportunities for students to develop critical thinking, problem-solving, and decision-making
skills, which have been shown to lead to global thinking. DOK Level 4 standards require
students to extend their thinking and focus on complex reasoning and planning. These standards
often require extended periods of time with multiple steps (Webb, 2002).
Figure 17
NJ Student Learning Standards in Grades K-8 by DOK Level
Note. How the questions are distributed based on Webb’s Depth of Knowledge between grades
K-8. Own Work.
Error Finding:
It should be noted that when the researcher conducted the AI, ChatGPT analysis for the
NJ student learning standards for social studies in Grades 3-5, an error message was present
which was noted in Appendix A. The error is noted in Figure 17.
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Figure 18
AI Error Message
Note. Screenshot of an interaction showing an error message for analyzing the New Jersey social
studies standards in Grades 3–5, using Hess' Cognitive Rigor Matrix and Webb's depth of
knowledge levels. Own Work.
The AI was asked to explain the error message for guidance and it responded as follows:
“The message in the screenshot provided indicates that the user has reached the current usage
cap for GPT-4 and, therefore, cannot continue using GPT-4 until a specified time when the cap
resets.” Thus, it offered two alternatives:
Use the default model: This allows the user to continue interacting with the AI but with
the default model provided by OpenAI, which may not be GPT-4. The default model might be an
earlier version, like GPT-3 or GPT-3.5, which could potentially offer a different performance in
terms of understanding and generating responses.
Try again after the specified time: This suggests that the user can wait until the indicated
time when the usage cap for GPT-4 is reset. At this time, the user will be able to use GPT-4
again.
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The usage cap is likely in place to manage demand and ensure fair access to the system
for all users. When you encounter such a message, it affects your query by potentially limiting
the complexity of the responses you can receive if you opt to use the default model instead of
GPT-4. The depth, accuracy, and nuances of the answers could be impacted depending on the
capabilities of the alternative model being used (ChatGPT, 2024).
The researcher was unaware if this may have caused coding errors. Because the coder
was not familiar enough with the multiple versions of ChatGPT the researcher was unable to
make a determination as if the coding process was impacted. The coding confirmation process
has been detailed in Appendix B with inconsistencies documented.
Coding Confirmation
Due to the nature of this study, the researcher chose to combine the framework method
with the Mayring step method. This allowed for leveraging the structural benefits of the
framework method, which is used for data organization and thematic analysis. The Mayring step
method allowed for detailed textual analysis. This approach is particularly useful in mixed-
methods research, where both broad thematic insights and detailed text interpretations are based
on a predetermined coding scheme (Mayring, 2000). During the coding process, the research
found disagreement with ChatGPT’s DOK-level assignment. Full details are shared in Appendix
B.
The analysis of the New Jersey student learning standards for social studies using
artificial intelligence (AI), specifically ChatGPT, revealed some intriguing insights into what it
was capable of doing as well as what some of its limitations are when it comes to using it in
educational research. This is specifically when using it for extraction and coding of large
datasets. The researcher’s process involved running the standards through ChatGPT twice to
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assess how the AI coded the standards based on Webb's depth of knowledge levels. The findings
highlighted a lack of consistency in the AI's coding process. Therefore, it was important to
investigate or at least better understand the implications of using AI for extracting and coding
large datasets.
Inconsistencies in AI Coding
While using the AI, ChatGPT, the researcher noted inconsistencies between the two
coding sessions. The coding of the dataset was performed at the grade level. This means the
researcher inputted the Grades K–2 standards, then Grades 3–5, and finally Grades 6–8. Each
grade level set was inputted in a unique session. The prompts were the same for all three grade
levels. The researcher did not perform all the coding sessions on the same day or on the same
computer. In fact, they were not even performed at the same time of day. This is important to
note because there are different versions of ChatGPT, and at peak times, an older version of the
AI may be used. When the researcher used ChatGPT to code the New Jersey student learning
standards for social studies, inconsistencies were noted. These can be attributed to several factors
in addition to those already mentioned. First, AI algorithms, including those used by ChatGPT,
learn from vast amounts of data to make inferences. However, these inferences can vary due to
the nuances in the data it was trained on and the inherent ambiguity in natural language. For
example, in Webb’s depth of knowledge, Level 2 and Level 3 both list “compare” as a verb in
their respective levels. The difference between when it is level 2 versus level 3 is when the
students are asked to apply the skill; it is a level 2 verb. When using reasoning to compare, it
becomes a level 3 verb. Additionally, educational standards, like the New Jersey student learning
standards for social studies, often contain complex, multifaceted concepts that can be interpreted
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differently, leading to differences in how AI categorizes these standards into Webb's depth of
knowledge levels.
Concerns with Using AI for Large Dataset Coding
The inconsistencies observed raised important concerns regarding the reliability of using
AI, like ChatGPT, for coding large datasets. The variability the researcher found in coding this
dataset shows the potential impact that relying solely on AI can have on the quality of research
findings.
These inconsistencies can lead to potentially flawed interpretations or conclusions.
Relying on AI to process and code large datasets, the inconsistencies should be a concern to
other researchers, and they should be cautious. It emphasizes the need for human oversight and
verification. Due to the limitations presented by AI, the role of the researcher as a subject matter
expert becomes incredibly important. For this study, the researcher manually coded the New
Jersey student learning standards for social studies.
The researcher leveraged their expertise in the subject matter and their familiarity in
using Webb's depth of knowledge framework. This manual approach allowed for more targeted
interpretations of the standards. By leveraging AI in educational research through coding
standards, both its potential and limitations were revealed. Even though AI offers promising
opportunities for analyzing large datasets, human expertise and oversight are crucial. By
incorporating subject matter experts into the research process, researchers help manage AI's
limitations.
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Table 1
Frequency Table Grades K-2
Note. Comparison of depth of knowledge (DOK) level totals identified by ChatGPT and
researchers for Grades K–2. Own Work.
The researcher continued to find some disagreement with ChatGPT coding in Grades 3–
5. In reviewing the categorization of the depth of knowledge (DOK) levels between the ChatGPT
responses and those determined by the researcher, minor discrepancies were noted across the
categories. For instance, ChatGPT identified 58 items at DOK 2 (skill/concept), while the
researcher identified 56, as shown in Table 2. This shows that there is some marginal variation in
the categorization process. Similarly, a slight difference was observed at DOK 3 (strategic
thinking and reasoning), with ChatGPT identifying 37 items and the researcher 35. It was
important to acknowledge these differences. It should be noted that they are not deemed
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substantial enough to warrant a more detailed statistical analysis at this moment. Overall, the
researcher found that the trends in categorization were consistent between the two sources.
Table 2
Frequency Table Grades 3–5
Note. Comparison of depth of knowledge (DOK) level totals identified by ChatGPT and
researchers for Grades 3–5. Own Work.
The bigger discrepancies between ChatGPT and the researcher appear in Grades 6–8. As
seen in Figure 11, the researcher deemed nine more standards to be classified as DOK Level 2
than ChatGPT, which categorized them as DOK Level 3. Eight of these nine standards
specifically used “explain how” and “explain why,” which Webb’s depth of knowledge
specifically categorizes as DOK Level 2 (Webb, 2002). Hence, the researcher categorized them
as DOK Level 2, as noted in Table 3.
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Table 3
Frequency Table Grades 6-8
Note. Comparison of depth of knowledge (DOK) level totals identified by ChatGPT and
researchers for Grades 6–8. Own Work.
Findings Summary
On June 3, 2020, the New Jersey Board of Education adopted new social studies
standards that were to inform education for all public school students in Grades K–12.
The social studies standards were created to prepare students because “Today’s challenges are
complex, have global implications, and are connected to people, places, and events of the past.
The study of social studies focuses on a deep understanding of concepts that enable students to
think critically and systematically about local, regional, national, and global issues. Authentic
learning experiences that enable students to apply content knowledge, develop social studies
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skills, and collaborate with students from around the world prepare New Jersey students for
college, careers, and civic life” (New Jersey Department of Education, 2020, Para 3).
This purposeful shift meant that the New Jersey Department of Education recognized that the
world was becoming more interconnected and that students in New Jersey needed to prepare for
a more interconnected and interdependent future.
The 2020 intent, spirit, and mission for the New Jersey social studies standards align with
the United Nations sustainable development goals, specifically targeting Goal 4: Education. The
SDGs emphasize the importance of inclusive and quality education as a means to empower
individuals and promote social justice.
The purpose of this mixed-methods study was to analyze the New Jersey student learning
standards for social studies in grades K-8 using Hess' Cognitive Rigor Matrix. Standards were
coded first using artificial intelligence, ChatGPT, and then reviewed by the researcher using the
framework method. The standards were coded using Webb’s depth of knowledge Level 1
through Level 4. The assessment of these standards as performed by AI, ChatGPT, and the
researcher showed that these standards if executed in the classroom from kindergarten through
eighth grade, may prepare students to think critically and be active and positive contributors to
local, regional, national, and global issues. The standards not only focus on introducing students
to higher-order thinking and complex cognitive skills and ideas but also progressively increase
the DOK levels from kindergarten to eighth grade. For example, from kindergarten to second
grade, there are approximately five DOK level 1, standards 27 DOK Level 2, 20 DOK level 3,
and only two DOK level 4. This means that the New Jersey social studies standards in Grades K–
8 align them with the UN's sustainable development goals, focusing on quality education. Using
AI and cognitive analysis tools, it was found that these standards progressively built critical
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thinking and problem-solving skills, preparing students to address local and global issues
effectively.
Conclusion
It was evident through analysis conducted in this study that the New Jersey social studies
standards for Grades K–8 are setting the stage for New Jersey students to have a bright future.
When exposed to these standards in the classroom, students are not just about memorizing dates
and facts. They are being tasked with thinking bigger and deeper, not just about historical figures
or events but about modern-day issues. This affords students the opportunity to develop the
global thinking skills that the state of New Jersey so purposely emphasized in its mission and
vision when it developed these standards. From the minute students arrive in kindergarten, they
are ushered to the standards set goals. When delivered proficiently by teachers and mastered by
students, the standards can set the learners on a path where learning is more than just taking
notes. With these standards, social studies classes have the opportunity to be places that are
about asking questions, analyzing different sides of a story, and finding solutions. When
delivered properly, they afford students the opportunity to see the past, the present, and even the
future through different lenses. This approach is key to getting them ready for a world that is
dynamic on a daily basis.
When looking toward the future, it is pretty exciting to see that students will have the
opportunity to grow up equipped with the kind of thinking that can tackle global challenges
head-on. These standards are lofty in that they require a new way of thinking and teaching. The
road to teaching these standards may be bumpy with all the learning gaps, but the education
community is still smoothing out from the pandemic. However, they can become a benchmark
for quality high-level instruction to help students navigate through life. As students learn and
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master these standards, they can work together to create ideas that can make a real difference,
understand other people from around the world, and learn how to work together. So, for the
learner sitting in classrooms today and for the society waiting for them out there, this is more
than just education; it is preparation for a world that needs their smart, compassionate, and
leadership. The standards are not just about shaping scholars but global citizens ready to step up
and create a better future for everyone.
This research journey was embarked on to explore the presence of cognitive complexity
and global thinking in the 2020 New Jersey student learning standards for social studies in
Grades K–8. The researcher used the lens of Hess' Cognitive Rigor Matrix and Webb's depth of
knowledge levels to assess higher-order thinking in these. The findings support that when the
standards were created, there was a deliberate curricular emphasis on higher-order thinking
skills. If the standards are executed as intended by well-trained teachers, and these skills are
mastered by students, they are better prepared for the demands of the modern world, where
global and critical thinking capabilities are necessary.
During this research, an intriguing and unexpected subplot arose. Inconsistencies were
found between the AI and the researcher as well as the AI and itself, when it was asked to assess
and categorize the standards using the exact same prompts. This variability raised consequential
reliability concerns in educational research contexts.
These inconsistencies are not just technical glitches. They indicate a broader issue
inherent when using artificial intelligence programs to code educational content. The nuanced
discrepancies observed, which could be attributable to factors such as the time of coding, the
device used, or even the version of AI engaged with, highlighted the complex, dynamic nature of
AI algorithms and their interpretations of educational standards.
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While AI is new and offers unlimited potential, the researcher cautions against over-
relying on it for the critical task of coding large datasets in educational research. The
implications for future research are profound. AI offers unprecedented scalability and efficiency
in handling large datasets; however, its current limitations necessitate a more balanced
approach.
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Chapter 5: Summary, Conclusions, and Recommendations
Chapter 5 provides a summary of the findings, as well as conclusions and
recommendations for policymakers and any potential future researchers. In order to do so, it is
important to understand that education continues to change at an alarming rate. The world
changes so fast that one no longer knows what kind of future schools are preparing students for.
At the time this research was being compiled, education was changing rapidly. This can be
attributed to the national teacher shortage, which can be blamed on teacher burnout, high
demands from parents, lack of social-emotional support, and even lack of transition from the
COVID-19 pandemic, in which many teachers and students had not addressed the trauma they
faced. Technological resources are being marketed to districts and to educators daily. Many
promise to make huge gains yet do not have the field data to support their promises. As teachers
burn out and opportunity gaps widen, school leaders are more amenable to possible solutions that
can stop the bleeding.
In addition to what is happening in education, the world is dealing with advancements in
technology that is threatening to disrupt democracies around the world. The war that was going
on in Europe between Russia and Ukraine threatened to destabilize the European Union and its
allies. Additionally, the Israeli-Palestinian conflict was far from being resolved and possibly in
one of the most hostile phases anyone has ever seen. For once, the United States and its
international allies did not see eye-to-eye. The election of 2024 in the United States promises to
be one of the most important elections in American and world history.Where does that leave
society?
In order for education to be effective and to support students in their success in an ever-
changing world, it must prepare them with the skills needed in the 21st century which will enable
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them to understand themselves as part of an interconnected world, where they can develop the
collaborative skills and critical thinking skills they need to succeed.
While this seems simple enough, one must take into account that teachers and schools are
still dealing with learning loss that was a result of the global pandemic. For this reason, many
may ask how educators can begin to focus on global thinking and critical thinking when many
students still are not able to read or do mathematics at their grade level. While this is a valid
concern, it should be noted that critical thinking and experiential learning opportunities that give
students agency over their learning and foster global thinking are not in addition to, but a
different approach to thinking about how students are taught while simultaneously preparing
them for the future.
Purpose
This study set out to answer three research questions. The first question was, “In what
ways does the language found in the 2020 New Jersey student learning standards for social
studies in Grades K–8 compare to Hess' Cognitive Rigor Matrix definition of higher-order
thinking?” It was evident from the onset, as the researcher began to assess the standards from
kindergarten all the way through eighth grade, that there was a purposeful and meaningful
intention to include specific verbiage that aligned with Hess' Cognitive Rigor Matrix as well as
Webb's depth of knowledge. For Grades K–2, the standards incorporate a balanced mix of
Webb's depth of knowledge levels, with the majority falling under level 2 (skill/concept). Both
the AI and researcher's coding results were quite consistent, suggesting that students were
introduced to both basic recall and some more sophisticated skills at an early age.
As students progress from Grades 3–5, there was a noticeable shift towards higher DOK levels,
with the bulk of the standards focusing on DOK 2 (skill/concept) and DOK 3 (strategic thinking
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& reasoning). The AI and researcher totals for DOK 4 (extended thinking) differed, indicating
some room for interpretation at the most complex level of thinking; however, this shift was
nominal, and none significantly altered the experience for the students in these grades.
In Grades 6–8, a significant increase in skills related to DOK 3 and DOK 4 levels was seen. The
researcher identified more opportunities for extended thinking than AI. This shift in increasing
levels of Webb’s depth of knowledge as students get older suggests that as students advance, the
curriculum increasingly challenges them with complex and abstract thinking tasks. The skills
they are exposed to and expected to develop are more rigorous and challenging than expected.
It is important to understand how the findings relate to the research questions. The first question
asked, “In what way(s) does the language found on the 2020 New Jersey student learning
standards for social studies in Grades K–8 compare to Hess' Cognitive Rigor Matrix definition
of higher-order thinking?”
When the language in the New Jersey social studies standards was compared to Hess'
Cognitive Rigor Matrix, it was evident that there was a progression in cognitive complexity.
This is evident in the verbiage and skill requirements as students progress through Grades K–8.
The language and demands reflect a transition from basic recall to advanced analytical and
evaluative tasks. For children, this progression means that as they move from Grades K–8, they
are expected to develop and sharpen their thinking skills. As they enter kindergarten, they spend
some of their social studies time on basic recall, like remembering facts and details. However, it
should be noted that this is less than 10% of the time, as noted in the findings in Chapter 3. As
learners get older, they are encouraged to think more deeply. They are tasked with analyzing
information and evaluating different viewpoints, as well as citing evidence and using different
resources. This kind of learning prepares them to handle more complex problems and think
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critically, to be successful in today's world. When education systems emphasize higher-order
thinking from an early age, students are able to develop problem-solving and critical thinking
skills, which are important as they get older and become contributing members of a global
society. Children who grow up with problem-solving and critical thinking skills can question the
status quo, innovate, and find better ways of doing things. With these skills, and in the future,
these students will have the ability to be more engaged as citizens, ready to tackle big issues like
climate change, inequality, and global health crises.
The second question the research set out to answer was, “How cognitively complex are
the 2020 New Jersey student learning standards for social studies in Grades K–8 as defined by
Hess' Cognitive Rigor Matrix?”
Looking at how cognitive complexity is defined by Hess' Cognitive Rigor Matrix and
Webb’s depth of knowledge and distributed according to New Jersey standards, it is evident that
they are well-distributed. Standards appear to move upward as students move from Grades K–8.
This means that as children progress through their academic careers, they become more
challenged and are able to develop higher-order thinking skills. This indicates a deliberate effort
to develop higher-order thinking skills in students throughout their educational journey.
The final research questions asked, “How frequently do the 2020 New Jersey student
learning standards for social studies in Grades K–-8 include higher-order thinking opportunities
as identified in Hess' Cognitive Rigor Matrix?” The frequency of higher-order thinking
opportunities increases with each grade level. Grades K–2 are the foundational grades. Here, the
groundwork for learning, understanding, and making sense of social studies concepts and ideas is
set. In Grades 3–5, there are more intermediate skills developed, and by the time students reach
middle school, Grades 6–8, the standards provide more frequent and advanced higher-order
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thinking opportunities. As students progress from Grades K– 8, they are afforded more chances
to flex their brain muscles. By the time students arrive in middle school, they are tackling the
kind of cognitive complexity that prepares them for the real world. New Jersey's social studies
standards for social studies in Grades K–8 provide students with a strong foundation that allows
them to develop the global thinking skills that will help them to be successful in a world, no
matter the challenges they face.
Discussions and Implications
In this study, Hess' Cognitive Rigor Matrix was used to assess higher-order thinking in
GradeK–8 social studies standards by using artificial intelligence (AI) as a coder. As AI has not
been widely applied, thus, it was important to explore its implications for educational policy on
its effectiveness in research, and the dynamic role it can play as a component of research.
Throughout this research, AI proved to be a powerful tool for dissecting understanding and the
cognitive complexity of these standards. In addition to its use as a coder, AI became a partner in
research. In some cases, AI played an unofficial mentor role in the research process. The
researcher was able to get recommendations and suggestions on the articles to read. It enabled
the creation of idea maps.
It helped the researcher better understand readings by providing summaries and
simplified explanations. An important finding in this research was how AI can be used to support
students in higher education. The use of artificial intelligence can help tailor educational content,
identify areas of difficulty, and suggest additional resources to help students succeed. This
unique dynamic significantly shaped the research process, offering new perspectives and
capabilities that enriched the analysis and understanding of the research process. This
personalized approach can help bridge educational gaps that students from disadvantaged
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backgrounds might face or fill gaps that polylingual students can encounter due to meet code-
switching.
While AI was a wonderful tool for coding large datasets in a short amount of time, its
inconsistencies highlighted the indispensable value of human oversight in contextualizing and
reviewing its findings to ensure they aligned with research objectives. A human review was
essential not only for interpreting and validating the results but also for ensuring that the research
remained ethical. Through this symbiotic relationship, human intelligence and artificial
intelligence can work together to enhance understanding of complex educational phenomena.
The ability to learn continuously is an intriguing aspect of using AI in research. As AI
algorithms process more data, the accuracy and efficiency of their analyses should improve,
suggesting that AI can yield more refined insights over time. It is important to note that OpenAI's
ChatGPT does not learn and update its knowledge base in real time as a result of user
interactions. The model's learning process occurs during its training phase, where it is fed vast
amounts of text data. Despite this, due to its complex algorithms and the vast amount of training
data it has encountered, the AI model's interpretation can vary slightly between sessions. This
can lead to different emphases or nuances being picked up in each response, as was seen in this
study. This study may contribute to the conversation about the use of artificial intelligence in
education. It shows how AI can affect education research and policy, as well as the need to
balance AI's abilities with human skills. In the future, combining AI with education can greatly
enhance research and help students.
Suggestions for Future Research
In this study, global thinking was assessed in the New Jersey social studies standards in
Grades K–8. Based on this research, the standards create opportunities for students to develop
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the global thinking skills, the New Jersey Department of Education set forth in its mission
statement and vision statement. There are three potential studies that would provide valuable
insight into their effectiveness. The first would be to engage in a barrier assessment. Researchers
are encouraged to create a study that can identify any barriers to effectively teaching these
standards in a manner that achieves the cognitive complexity learning opportunities intended by
the standards.
Future studies could look into resource limitations, teacher training gaps, or systemic
educational inequalities. Understanding these roadblocks is important because, without the right
tools and support, those standards might not reach their full potential.
Another opportunity to research is to take a closer look at how schools are actually putting these
standards into practice. Curriculum implementation is critical. Delving into how these standards
are being implemented across various schools and districts and what factors contribute to
successful or challenging integration would provide meaningful feedback. Quality standards are
important, and the New Jersey Department of Education has been successful in developing them.
However, teaching and learning are not just about handing teachers a new set of guidelines; it is
about seeing how they bring them to life in the classroom. Are some schools able to implement
these standards effectively while others struggle? It is vital to understand what is making the
difference. This is not just about making sure every student is being provided equitable access; it
is about sharing what is working so that every school can make the same gains.
It is also important to engage in longitudinal studies. Tracking how students are doing
over time can provide feedback for improving these standards or for developing future standards.
It is not enough to know they have the opportunity to be exposed to critical thinking and global
issues. It has to be documented if these skills are maintained and carried beyond the classroom.
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Are they becoming the problem-solvers and world-shakers? By following their journey, it will be
apparent if what is being taught now is prepping them for the real world.
Finally, when it comes to AI, it is crucial to understand why there is a disagreement in
coding standards. Research could be conducted to assess whether allowing AI to ask more
guiding questions before prompting it to code the standards can enable it to better understand the
nuances of coding. The question arising is whether it would it be possible for AI to better code
standards if Bloom's taxonomy framework and Webb's depth of knowledge framework were
uploaded?
Considerations for Policymakers
We stand at the crossroads of history, where the decisions made today forge the path for
the generations of tomorrow. Education is our most potent weapon in the pursuit of freedom and
equality. With that said it must be accessible to every child, regardless of their zip code or the
circumstances of their birth. Today’s students hold the promise of our nation's future within their
capable hands. Each child deserves to walk into classrooms that serve not just as rooms with
whiteboards but as gateways to forge critical thinking skills and develop an understanding of
their role in an interconnected global village with many challenges to be faced.
We are in a very precarious time. Policymakers need to act very assertively and
decisively, yet as a nation, we stand more divided than ever before. The first call is for
policymakers to act with the courage that our times demand. For standards such as these to be
successful, policymakers must ensure every school is equipped with the resources needed to
thrive. They must ensure that educators are supported now more than ever, as we are already
dealing with mass educator attrition across the country. Quality educators have the ability to
nurture the minds of children who will one day solve the puzzles that are not being solved now.
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Quality educators are the only ones who can break down the barriers of inequality so that
every young child has the opportunity to rise, unbounded by the ceilings that confined their
predecessors. When it comes to education, we should never be bound by what is politically
expedient. We should be propelled to act with the conviction of what is right. Investing in
education with unwavering belief is not merely an instrument of personal advancement but the
bedrock of democracy and progress. Policymakers must act with urgency now more than ever.
When providing children with the opportunity to think critically and logically and when giving
them agency over their learning, we lift them up. Agentic students are not just taught to dream
but to reason, not just to aspire, but to engage, not just to reach for the stars, but to navigate the
cosmos. When education is done purposefully, rigorously, and when global thinking is the norm,
schools do more than educate; they liberate. Policymakers’ charges may be complex, but they are
not complicated. Thus, they need to ensure:
• Resource allocation: Continue to ensure that schools have the necessary resources, such
as adequate funding, modern technology, and access to quality materials.
• Teacher support: Providing robust training programs, ongoing professional development,
and support systems for teachers can help them adapt to and effectively teach the new
standards. Assuring that teachers have the quality leadership they deserve at the school,
district, county, and state levels is vital.
• Equity in education: Continuing to address systemic inequalities that affect students'
ability to benefit from the standards is crucial. This includes considering the needs of
students from diverse socioeconomic, cultural, and language backgrounds.
• Assessment methods: Developing formative assessment tools that accurately measure the
cognitive complexity and higher-order thinking skills outlined in the standards to help
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ensure that educational objectives are being met. These should be seamless tools that are
easily integrated into classroom instruction to keep things simple for teachers.
• Feedback loops: Establishing mechanisms to receive feedback from educators, students,
and the community about how the standards are working in practice can help
policymakers make informed adjustments.
• Sustainability: Policies should consider the sustainability of education reforms, including
how to maintain and build upon the changes brought about by the standards.
• Ethics: Students and educators should have guidelines for the responsible use of AI,
safeguarding their interests.
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