Disciplinary Literacy, Trade Books, and Culturally Responsive Teaching in Middle Grades Social Studies

Disciplinary literacy, which emphasizes teaching students the skills and strategies used by practitioners, has become more prevalent in U.S. schools over the last 15 years. Therefore, teachers need to be deliberate as they assist students to think and write like practitioners (Shanahan & Shanahan, 2008). The National Council for the Social Studies (NCSS) has placed an emphasis on disciplinary literacy in its College, Career, and Civic Life (C3) Framework for Social Studies State Standards (NCSS, 2013a).

            Emphasizing disciplinary literacy means social studies teachers need to give careful thought and consideration in designing learning experiences to develop their students’ historical, civic, economic, and geographic thinking skills (NCSS, 2013a). For some, this will mean redefining their classroom practices. Incorporating disciplinary literacy practices is complicated by the fact that many students are not reading on grade level.

Our intervention is centered on using trade books focusing on civil rights activists that address the racial discrimination Black Americans faced immediately after the U.S. Civil War. Students read excerpts of the trade books and additional sources as a whole class and in groups. They utilized these texts to answer analysis prompts where they used evidence to support their arguments. In this article, we share both our intervention and the successes from the project.

The demographics in U.S. public schools have dramatically changed in the 21st century. White majorities in schools have given way to student populations that are more diverse. This is due in part to immigration patterns to the United States. With the changing demographics in the United States, social studies teachers need to reconsider how they design classroom instruction. One approach is to incorporate culturally responsive teaching, which is defined by Geneva Gay (2000) as “using the cultural knowledge, prior experiences, frames of reference, and performance styles of ethnically diverse student to make learning encounters more relevant to and effective for them” (pg. 29). Additionally, culturally responsive teaching emphasizes the need for high expectations and academic achievement for culturally diverse students, which reflects the empowered school culture described by Banks (2019). 

Gay (2000) calls for teachers to scaffold and connect ethnically and culturally diverse students with the curriculum of the varied academic subjects. Doing so helps teachers to achieve the transformative approach to multicultural education described by Banks (2019). In the transformative approach, “the structure of the curriculum is changed to enable students to view concepts, issues, events, and themes from the perspective of diverse ethnic and cultural groups” (Banks, 2019, p. 64). If social studies teachers are to move beyond the additive and contributions approaches to multicultural education, it is necessary to consider how to incorporate the experiences and viewpoints of minorities beyond a single month in the year (King & Brown, 2014). In the social studies, this would entail using a variety of resources to authentically represent different groups’ values and perspectives throughout the curriculum. Texts that reflect students’ cultures act as mirrors. This allows students to see themselves in their U.S. history curriculum (Bishop, 1990).

There are several key components of culturally responsive teaching for social studies teachers to consider. Effective instruction in the social studies includes primary and secondary sources that allow students to analyze different groups’ perspectives and beliefs about historical and contemporary issues. Doing so provides students with the information to develop a nuanced understanding of an issue and helps to prepare them to work with people from different backgrounds in our pluralistic democratic society (Banks, 2019; Gay, 1994). By focusing on their culture through reading assignments, students can also analyze and critique historical and contemporary power structures in U.S. society and thus equip them with the knowledge to take civic action to address social, cultural, economic, and political inequities (Ochoa-Becker, 1996). One of the approaches to addressing ethnic and cultural diversity in the classroom identified by Gay (2000) is the use of trade books as instructional tools.

            The term trade book refers to books, other than textbooks, that are available in retail establishments. Trade books include informational texts, picture books, and graphic novels (McGowan & Guzzetti, 1991). Not only are trade books more engaging than the typical social studies textbook, but they are also better written (Palmer & Stewart, 1997). Trade books highlight individuals and events frequently excluded from traditional textbooks (Chick, 2008). Trade books are not shallow in content and difficult to read (Berkeley et al., 2016; Tracy, 2003).

Trade books enable teachers to focus on a specific individual or event in depth. Diverse perspectives can be accessed by using several trade books in a curated text set about a specific event or time (Palmer & Stewart, 1997). The diversity of available trade books, in content, format, and readability, offers teachers an opportunity to select texts that best match their students’ reading and learning needs (Liang, 2002; Saul & Dieckman, 2005).

For social studies teachers, trade books offer students a chance to step into a new time or place (Beck & McKeown, 1991) to meet lesser-known historical figures and make emotional connections to the events depicted (Chisholm et al., 2017). It is through this emotional connection that trade books can be used as tools to develop students’ historical empathy skills, which is the effort to better understand historical figures, their actions, decisions, and lived experiences (Endacott & Brooks, 2013). Trade books also offer social studies teachers a way to teach disciplinary literacy by requiring students to analyze for perspective, bias, and purpose (Shanahan & Shanahan 2008).

            As mentioned previously, in culturally responsive pedagogy, teachers employ varied sources that celebrate the history and lived experiences of the culturally diverse students in the classroom. Trade books are an excellent way to do this. For students of color, historical figures who look like them are often portrayed as victims, with little agency and impact on U.S. history (King, 2020). This is not the mirror we want our students to see. To counter this image, teachers should use texts that present people of color impacting their world. This is the framework we utilized to design our study.

We designed a year-long project for the 2021-2022 academic year in which a sixth-grade teacher would use trade books to thematically teach the concept of civil rights in the United States from Reconstruction to the present. We envisioned thematic teaching to be the examination of a specific concept, in this case civil rights, while still teaching U.S. history chronologically. Thus, the thematic teaching approach was embedded into the existing content taught in the grade level. We chose to focus on the civil rights theme because we wanted students to recognize that the civil rights movement in the 1950s and 1960s did not exist in a vacuum. There were events, individuals, and groups who strove for civil rights long before Dr. King.

We determined that trade books would be an effective way to address this theme, as there are books written for young people that address all of the eras of U.S. history. Many of them highlight the struggles and achievements of culturally diverse individuals. To identify high quality trade books aligned with the sixth-grade curriculum and the civil rights theme, we first referred to the NCSS Notable Trade Book lists. All trade books were read, evaluated with regard to both project goals and text quality, and were agreed upon by the two researchers and the teacher.

The thematic teaching through our project was conducted at the Academy (a pseudonym), a new public charter school located in a medium-size city in the Southern United States. At the time of this project, there is only a sixth-grade class of 100 students at the time of our project. The Academy’s mission statement is clearly aligned with the principles of culturally responsive teaching. The school mission is socially justice oriented, seeking to empower their students to be agents of change.

Black students represent 93% of the Academy’s sixth grade class. The remaining 7% include students who identify as Latinx, white, and Asian. The social studies teacher, Ms. Edwards (a pseudonym), identifies as a white female and has more than ten years of experience teaching social studies in both middle school and high school settings. We should acknowledge that both researchers identify as white, one a white male and the other a white female.

            The learning activities were co-constructed with the participating teacher. The three of us crafted an instructional plan that was both reflective of content that addressed the state standards, incorporated the selected trade book, reflected both the school’s mission, and the teacher’s understanding of the students’ learning needs. We helped the teacher monitor student work and aided with instruction, when requested. Based on the fact that the students’ completed work when we were present did not greatly differ from their work when we were not in the classroom, we posit that our participation in class instruction had little impact on the students’ performance.

This paper explores the results of the first two eras addressed in curriculum: Reconstruction and the Progressive Era. The trade books chosen for these units included Henry Louis Gates, Jr.’s (2019) Dark Sky Rising: Reconstruction and the Dawn of Jim Crow and Walter Dean Myers and Bonnie Christensen’s (2008) Ida B. Wells: Let the Truth Be Told. Dark Sky Rising, a non-fiction chapter book, is written for the young adolescent reader and contains numerous primary sources embedded into the narrative. It explores the rise and fall of African American civil liberties during the Reconstruction era. Ida B. Wells: Let the Truth Be Told (Myers & Christensen, 2008) is a 2009 NCSS Notable Trade Book. It is a picture biography of Ida B. Wells’s life and includes her childhood, education, work as a journalist and suffragette, as well as her efforts fighting the lynching of Black Americans.

We used the trade books as anchor texts in the two units. In the Reconstruction unit, Dark Sky Rising (Gates, Jr., 2019). was used to explore literacy tests, poll tax, Plessy v. Ferguson, and Jim Crow segregation laws designed to keep African Americans second-class citizens in the latter 1800s. During the second unit, students read the trade book Ida B. Wells (Myers & Christensen, 2008) and watched videos about Wells to examine how violence was used as a tool to maintain white hegemony in the South.

Excerpts from Dark Sky Rising (Gates Jr., 2019) were used due to the book’s length. A whole class read-aloud strategy was used for both Dark Sky Rising (Gates Jr., 2019) and Ida B. Wells (Myers & Christensen, 2008). Students also did partner readings of sections from both trade books. They worked together to complete tasks that required them to synthesize information found in the trade books to explain how policies were created to disenfranchise African Americans and how violence was used to maintain these social inequalities.

There was evidence that two years’ worth of disruptions due to the COVID-19 pandemic impacted the students’ literacy skills. It was apparent in the interactions between the teacher and students that there was also a discrepancy between expectations in the middle school and the elementary school. Students were initially resistant to reading informational texts, synthesizing information, and writing to convey their understanding. Over the course of the year, the students’ resistance was reduced, and their work reflected improved literacy skills.

It was clear that they were not used to completing tasks like the ones assigned. Their written responses were short and rarely in complete sentences (see Figure 1):

Figure 1: Student Example 1, Impact of Plessy vs. Ferguson

Despite the brevity of the students’ answers, the majority of students’ responses were correct, indicating that they were able to successfully read the trade books and articulate responses to questions focusing on the obstacles African Americans faced.

There were encouraging signs from the first two handouts that with simple modeling from the teacher and researchers, some of the students included references from the trade book and primary sources to support their arguments. Students would add the page number where they found their answers to the questions (See Figure 2):

Figure 2: Student Example 2, Impact of Poll Taxes and Literacy Tests

By the end of the first two units, almost all students were consistently using evidence from sources to support their arguments, and they were doing so in complete sentences. Additionally, students made subtle thematic arguments regarding how different civil rights activists worked to address racial discrimination.

One other item of note was that in addition to strengthening students’ disciplinary literacy and historical thinking skills, they also started to discuss historical figures in three dimensional terms. Often, middle school students see historical figures as dead characters who lacked hopes and dreams (Clabough et al., 2017). These students started talking about the historical figures, Frederick Douglass from the first project and Ida B. Wells from the second project, in three dimensional terms in the second unit’s summative assessment. That assignment tasked students with drawing a Janus figure for Frederick Douglass and Ida B. Wells while also answering questions about these two individuals’ backgrounds and advocacies. The trade books and resources selected through the first two units were designed to highlight how and why both historical figures advocated for civil rights.

The students’ writing showed tremendous progress within the course of a month. Most were writing in complete sentences by the end of the Janus figure activity (See Figure 3):

Figure 3: Student Example 3, Janus Figure Assessment

 The majority of the students cited evidence at the end of the sentences from the trade books and the resources used. The students consistently wrote about Frederick Douglass and Ida B. Wells in three dimensional terms by capturing events in their childhood and family life, as well as their values and beliefs about civil rights issues.

            When social studies teachers talk about thematic teaching, they often speak of a dichotomy between chronological instruction and thematic instruction (Turan, 2020). Our work in this project suggests a different approach, one where teachers do not have to sacrifice chronological teaching to embrace thematic instruction. The units highlighted in this project were taught in a chronological order. However, they both included a focus on the struggle for African American civil rights, using the selected trade books as anchor texts. As demonstrated in their Janus figures, the students were able to make thematic connections between the two individuals. The theme was not diluted by teaching the units chronologically, and the chronology of the content was not lost in examining a theme. This project demonstrates that, at least in thematic teaching, you can have your cake and eat it too.

            Social studies education has long embraced using trade books as instructional tools. There are quite a few articles describing the potential benefits of using trade books in the middle grades social studies class (Clabough & Sheffield, 2022; Wilkins et al., 2008). However, there is little research within the last twenty years that outlines how these potential benefits play out in the middle school classroom.

We found in our work at the Academy that using the trade books was an effective method to engage students in disciplinary literacy. The students demonstrated the ability to gather information from sources and draw informed and supported conclusions. They also began to employ historical empathy, a highly complex skill, with regard to the African American leaders studied in the Reconstruction and Progressive Era units. The results from this project indicate that the articles extolling the potential benefits of trade books in the social studies classroom were well-founded.

Students need opportunities to explore their culture in meaningful ways (Gay, 2000). The exploration of culturally responsive trade books offers students a way to empathize with varied groups’ lived experiences, which is also an important aspect of historical empathy (Endacott & Brooks, 2013). Additionally, drawing on trade books that address diverse cultures helps to cultivate an inclusive learning environment that values all students.

The sixth-grade students were actively engaged in our project through class discussions during read alouds and group work analyzing trade books and supplementary sources. The content being explored focused on African Americans’ lived experiences with racial discrimination. Students were able to see how historical figures analyzed public policies and took civic action, thus demonstrating for the students the practical necessity of being able to complete complex reading tasks. Finally, students gained the skills needed as future democratic citizens to take civic action as change agents to address social injustices (NCSS, 2013b).

            During our time with the students at the Academy, the importance of starting small with building students’ disciplinary literacy skills and giving them space to grow became increasingly obvious. Within a month, the students went from writing sentence fragment responses in the first two tasks to consistently articulating their answers in complete sentences with references to support their arguments. This transformation was accomplished from support and modeling by the teacher and researchers. The exploration of culturally responsive trade books also allowed the students’ historical empathy skills to be strengthened as they could articulate historical figures’ values, beliefs, and advocacies. Social studies teachers need to strive for students to engage in disciplinary literacy in order to examine the experiences and achievements of marginalized groups and to explore complex topics within the U.S. history curriculum. Avoid the assumption that just because students are not reading on grade level, or struggle with writing, that they cannot engage in historical analysis. The students’ growth and engagement with the content that we observed in the first month of school suggests that with the right support, students can successfully grapple with complex historical content.

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