Abstract
Keywords
Introduction
Quantitative research in the social sciences is undergoing a change. After years of scholarship on the oppressive history of quantitative methods, quantitative scholars are grappling with the ways that our preferred methodology reinforces social injustices (Zuberi, 2001). Among others, the emerging fields of CritQuant (critical quantitative studies) and QuantCrit (quantitative critical race theory; both articulated below) address these challenges through the application of critical perspectives to quantitative research, particularly within education (Tabron & Thomas, 2023). Although these parallel frameworks have points of departure, they agree on a key issue: The application of quantitative methods should incorporate a more critical lens.
Education toward quantitative methodology in many social science departments has prioritized quantitative literacy in the form of mathematics, programming, and high-level interpretation, often taking the epistemological and ontological aspects of statistical methods for granted. Critical literacy, which regards the ability to read the world in ways that recognize and challenge systems that perpetuate injustice and inequality, is often developed in more qualitatively oriented courses where critical theories are introduced. Said another way, quantitative and critical literacies are seldom developed in tandem—something this manuscript aims to change by introducing and defining
The history and critiques of quantitative methods are not new, and many scholars have admirably called for reconciliation between critical theory and quantitative methods (e.g., Dixon-Román, 2017). Some scholars have encouraged the integration of Indigenous methodologies to challenge Western ethnocentric assumptions (e.g., J. D. Lopez, 2021; Smith, 2012; Walter & Andersen, 2013). Data literacy scholars have also called for social justice around the production and consumption of data (e.g., Dencik et al., 2019). For applied quantitative research in education to become more critical, learners of quantitative methodology must be made aware of its historical and modern misuses. I join Arellano (2022), Tabron et al. (2020), Wise (2020), and many others across various research spaces in calling for a critical reimagining of how statistical methods are taught in education classrooms. The aim of this manuscript, therefore, is to suggest a paradigm for teaching quantitative methods focused on developing critical quantitative literacy. I formally define
This manuscript is structured as follows. In accordance with good practices of CritQuant and QuantCrit, I first offer a positionality statement to situate myself, my influences, and my biases within the context of this manuscript (Castillo & Gillborn, 2022; Diemer et al., 2023). Second, I discuss the history of quantitative methods to motivate the need for CQL. Third, I introduce the emerging fields of QuantCrit and CritQuant by providing supporting scholarship and tenets. Fourth, I suggest five fundamental considerations for developing CQL: definitions, mathematics, assumptions, design, and language. Examples of how each may appear in statistics classrooms are provided. Fifth, I differentiate CQL from CritQuant and QuantCrit and suggest the role of CQL in supplementing these two quantitative frameworks. Finally, I conclude with thoughts on the scope of CQL and its potential impact on educational scholarship.
Author Positionality
Positionality statements aim to illuminate, to the reader and the author(s), how an author’s identities and professional background interface with the context of the research being presented. Such statements are common in qualitative research studies, yet they are scarce in quantitative studies due partly to the misconception that quantitative studies are objective and that author positionality plays no role (Castillo & Gillborn, 2022). I include a positionality statement in this manuscript because I believe that neither this work nor any other research is wholly objective. Moreover, I endorse the inclusion of such statements as an essential part of producing CQL research, and I encourage such practices in other quantitative studies. I write in the first person to underscore the personal and subjective nature of this statement.
I produced this manuscript from the position of numerous privileged social identities, including that of being a cisgender, heterosexual, White male. My academic and professional backgrounds consist of philosophy, mathematics, statistics, and educational studies. I have spent more than a decade teaching statistical methods to university students, and I have applied statistical methods to academic research for most of my career. Moreover, I have no intention to stop applying them to academic research, despite recognizing their flaws. Rather, I aim to acknowledge these flaws and revisit, revise, and repurpose quantitative methods from a critical and equity-focused perspective. My doctoral studies in a large school of education introduced me to numerous critical theories, some of which were predicated on philosophies familiar from prior studies. My familiarity with philosophy, mathematics, and statistics predates my growing knowledge of critical theories. I was not taught mathematics or statistics from a critical perspective, and I was surprised to learn of their history later in my career. I attribute my ignorance to my more privileged socialization and to the nonexistence of such a paradigm as CQL. Over time, I became increasingly familiar with the emerging fields of CritQuant and QuantCrit. As I read through the research in these fields, I had numerous points of agreement, disagreement, and confusion. Some of these reactions were due to my more privileged socialization that constructed systems of maintaining ignorance (Sullivan & Tuana, 2007), and some of them were due to differences in my understanding of the strengths, weaknesses, context, and limits of quantitative methods. The idea of developing CQL arose from these tensions, including the objective to improve the criticality of quantitative methods in its goals, design, assumptions, findings, and language.
History of Quantitative Methods
Perhaps unbeknownst to many educated in traditional quantitative environments, statistical application in the social sciences began with the eugenics movement. Early pioneers of statistical methodology, such as Francis Galton, Karl Pearson, and Ronald Fisher, developed and adapted the methodology to justify the atrocities of slavery and European colonialism (Zuberi, 2001). The goal of statistics, as applied in the social sciences, was to use the “objectivity” and access to “truth” provided by the mathematical sciences to “prove” the racial and cultural superiority of Europeans versus those who were colonized by them (Zuberi & Bonilla-Silva, 2008). Discussions about how to deal with this legacy continue in professional statistics communities (Langkjær-Bain, 2019).
The overt racism embedded in eugenics-based research was publicly ostracized as little as 70 years ago, around the end of World War II (Zuberi, 2001). However, the eugenicist ideas introduced earlier did not go away. Psychometrics and intelligence testing, both of which continue to have public support and a troubling eugenicist history, became their new home (Hilliard, 1990). Psychometric methods, often used to justify and perpetuate intelligence or aptitude testing through technocratic gatekeeping, have undergone substantial development since the 1950s. Yet prior to this, such eugenicists as Lewis Terman devised and used intelligence testing with the goal of identifying candidates for sterilization (Helms, 2012; Terman, 1922, 1924). In the early 20th century, these ideas were used to justify thousands of sterilizations in the United States (Stephens & Cryle, 2017). The supremacist myth of intelligence lives on today, notably supported by such books as
Beyond their eugenicist roots, applied quantitative methods have a history of discriminating in other ways. For example, quantitative assessment has been used to gatekeep entry into universities and professions. For decades, students’ grades, which are subject to teachers’ racial and other biases, have been used alongside aptitude tests as a meritocratic signal of college worthiness (Childs & Wooten, 2022). In the legal profession, the bar examination, which is taken to provide licensure to practice law
Emerging Fields of CritQuant and QuantCrit
This manuscript considers the development of CQL as supporting two distinct frameworks being used to integrate critical theories with quantitative methods: CritQuant and QuantCrit. Although there are others, such as Indigenous methodologies (Walter & Andersen, 2013), their integration with CQL is left to scholars better able to speak to these topics. For now, this work limits its scope to CritQuant and QuantCrit, beginning with CritQuant. A richer description of CritQuant can be found in the work of Tabron and Thomas (2023); see Gillborn et al. (2018) for QuantCrit. Additionally, these ideas have been contrasted in a recent editorial in
Early iterations of what has become CritQuant can be traced back to two issues of
Baez (2007) was another early contributor to CritQuant research who interrogated what it means to be critical in research, thereby sparking the need to define
A defining feature of CritQuant scholarship is that the form of inequality and social transformation it focuses on is not predetermined by the framework. Social transformation is central to CritQuant, and social transformation must be toward equity, but the type of equity focused on in CritQuant research is left to the researcher. Accordingly, the foci and guiding critical theories within CritQuant research may vary.
In contrast to CritQuant, quantitative critical race theory, or QuantCrit, is a quantitative instantiation specifically of critical race theory (CRT; Garcia et al., 2018; Gillborn et al., 2018). Although space and context prohibit a complete detailing of the scope and history of CRT, suffice it to say that it has had a tremendous impact on modern educational scholarship. CRT can be traced back to its roots with scholars of color in critical legal studies, such as Derrick Bell, Kimberlé Crenshaw, and Mari Matsuda (e.g., see Matsuda et al., 1993). Before them, W. E. B. Du Bois (1899) applied quantitative research methods to questions around racial equity. As a framework, CRT tells us that race is a social construct and that racism is embedded in legal policies and other social systems. A corollary is that race is not readily quantifiable and that quantitative research involving race ought to be critical toward its treatment of race and interpretation of its conclusions. Other important ideas emerging from CRT include the use of counter-stories to challenge and expose dominant narratives and intersectionality, which describes how oppression manifests differently along interconnected lines of other identities, such as gender, class, and disability.
QuantCrit scholars are explicit about QuantCrit scholarship being traceable to Du Bois (1899) and that the framework’s tenets are an extension of the well-established CRT tenets into quantitative research. These tenets, along with some examples of how they have been taken up in QuantCrit scholarship, are (a) the centrality of racism in data, research, and society (N. López et al., 2018; Pérez Huber & Solorzano, 2015); (b) the non-neutrality of numbers (Gillborn, 2010); (c) the nonnatural categories, such as race, in quantitative research (Sablan, 2019); (d) that the numbers do not and cannot speak for themselves (Covarrubias & Vélez, 2013; Solórzano & Yosso, 2002); and (e) the use of numbers for social justice (Crawford, 2019). For future research, Castillo and Gillborn (2022) offered suggestions for how to implement QuantCrit in educational scholarship.
Scholars from CritQuant and QuantCrit have made a compelling case against the objectivity of quantitative research in social science. They have argued that quantitative calculations can reify the human bias embedded in data and that automated arithmetic is insufficient for remediating these biases. Worse yet, clinging to the naïve belief that quantitative findings are objective reinforces systems of privilege and oppression. Again, the subjectivity of quantitative research is a noteworthy departure from the axiological tradition of viewing them as objective.
The most apparent point of divergence between these frameworks rests with the choice of critical theory to animate them. QuantCrit is explicitly an extension of CRT, wherefrom it draws its guiding tenets. CritQuant is developed out of conflict theory and is open to critical theories other than CRT (Boveda et al., 2023). For example, Garvey et al. (2019) integrated feminist and queer theory into CritQuant to examine how data on gender and sex are collected and operationalized within higher education. Because race was not the focus in their study, CritQuant offered an alternative critical quantitative framework. Indeed, due to the absence of a centrally informative critical theory, such as CRT, applied CritQuant research must draw its guiding tenets from the critical theory informing the work being undertaken. Efforts are being made to advance a more formalized CritQuant framework (e.g., Diemer et al., 2023).
More important to CQL, QuantCrit and CritQuant call for a dramatic reimagining of the way quantitative methods are viewed and understood in educational research and, therefore, taught within classrooms. Seldom is the methodological history introduced, nor are discussions had about how early racist thinking may have informed the mathematics therein. Moreover, quantitative methods still enjoy the privileged guise of objectivity in terms of political treatment (e.g., research funding) and public perception. Both frameworks call for scrutiny of the data itself along with the information’s collection and analytic processes. CritQuant explicitly calls for a deeply informed background of quantitative methods. Said another way, the heightened scrutiny and demand for criticality and rigor in education quantitative research call for an increase in
Defining Critical Quantitative Literacy
Loosely speaking, CQL can be thought of as the ability to read and produce quantitative research with a critical eye toward remediating the ways in which quantitative methods continue to perpetuate an oppressive status quo.
Critically Informed
Every aspect of the quantitative research enterprise in the social sciences can have a direct mapping onto real consequences for real people in the real world. The outcomes of quantitative research may challenge the systems that marginalize individuals or perpetuate marginalization. Researchers cannot be tasked with omniscience, but they can be cognizant of the quantitative decisions they are making and consider how these decisions may translate to real people and real consequences. Such cognizance requires careful attention to detail and scrutiny at each stage of the quantitative research continuum. This scrutiny is supported by the insights of critical theories, such as feminist theory and CRT.
Understanding
The word
Statistical Research Design
Designing statistical research requires the awareness that in order to use quantitative methods to answer research questions, complex social phenomena must be distilled into measurable variables (ontology). In doing so, decisions must be made, and these decisions introduce external and researcher biases into the research design. Such introductions cannot be avoided, and CQL requires an analysis of the implications. Additionally, before a design is ever considered, research questions must be formulated, and these questions ought to be critical and equity-oriented in nature. These aspects of statistical research design must be met with the elements of the previously mentioned
Definitions
From the beginning stages of formulating research questions to the final stages of presenting quantitative research findings, variables and terms are being defined (and sometimes
Variables
Variables encompass what has been included
Methods
Although considerable attention is paid to the choice of quantitative methodology, considerably
Findings
Understanding the findings includes not only recognizing the most precise
Fundamental Considerations for Developing CQL
The ways in which educators of quantitative research methods can reimagine the way content is conceptualized and presented in their classrooms are endless. In fact, the core quantitative content of most methods courses need not change. Developing CQL only requires changes in the way content is contextualized, framed, presented, understood, and prioritized, such that learners of quantitative methodology can couple and apply it with axiological, ontological, and epistemological insights from critical theories, such as CRT. The following are some considerations that might be incorporated for cultivating CQL in a quantitative methods classroom. In many cases, these considerations also translate into a more rigorous and careful application of statistical methods writ large.
Unpacking the Statistical Definitions
Perhaps the most familiar statistic in quantitative methods is the arithmetic mean (henceforth,
A related definition to consider might be
Unpacking the Math
Slowing down to contextualize the mathematical formulae found in quantitative research methods is essential for building CQL and for reimagining how these tools should be used. The goal is to read the mathematical machinery through a critical lens. For example, an educator might ask which part of the mean’s equation led it to obscure the values found in the tails of a distribution. The answer may be twofold. First is the invisible (and unnecessary) equal weighting of each observation in the data set. Second, the sum obtained in the numerator is divided by the total number of observations
Other opportunities to unpack the math arise and illuminate ways in which biases, inequities, and hasty generalizations can seep in. For example, it is well known that the
Building CQL also means building the awareness that quantitative methods do not have to be limited by many of these assumptions. Exploratory data analysis is a powerful tool that can help uncover, for example, differential response patterns between groups (e.g., Culpepper & Zimmerman, 2006). Moreover, despite their heightened difficulty in interpretation, nonlinear models exist and can be adopted by researchers. Similarly, effect sizes exist to help contextualize mean differences, and awareness of their mathematical functioning can help scholars critically discuss mean differences in scientific research. In psychometrics, such tools as robust estimators and multiple group modeling help mitigate unmet statistical assumptions or analyze differences in measurement along group-based lines. The mathematics undergirding quantitative methodology are riddled with definitions and assumptions that are important for building insightful CQL. Importantly, these definitions and assumptions render epistemological claims from quantitative research more ambiguous and uncertain than often believed.
Unpacking the Assumptions
Quantitative research methods include at least two types of assumptions: mathematical assumptions, such as the homoscedasticity of residuals in linear regression models, and philosophical assumptions, such as the intrinsic value in the variables being used as part of the quantitative inquiry. Mathematical assumptions are often discussed in quantitative methods classrooms, but the philosophical assumptions are often taken for granted. Both have important implications for building CQL.
There are too many mathematical assumptions in quantitative research methods to address here. Moreover, these assumptions vary, depending on the method being discussed. For the sake of illustration, consider the assumptions of homoscedastic and normally distributed residuals in a linear regression model. Besides simply knowing that these are mathematical assumptions of the linear regression model, emphasizing their importance from a critical perspective can help develop CQL. The interpretation of non-normal residuals, for example, may change, depending on the residual distribution’s shape, but in general, non-normal residuals imply that the model is performing poorly for some individuals (observations). This result could mean that the model is making poor predictions for some individuals (given by standardized residuals far from zero), or it could mean that the model is systematically over- or underpredicting for individuals within some range of the data if the residual plot is skewed. Augment this information with the interpretation of heteroscedastic residuals, which imply that the regression model is systematically performing better for some ranges of the data than for others. In both cases, axiological issues around equity arise when we ask such questions as
Philosophical assumptions in quantitative research methods often go unexamined because they are not mathematical and, therefore, can evade discussion in quantitative methods classrooms. However, they are crucial for meaningful statistical inference and, therefore, a fundamental part of developing CQL. For example, if a researcher wants to compare students’ performance on a statewide assessment along racial and ethnic lines, they are making implicit ontological assumptions about the meaningfulness of the statewide assessment and the classification mechanism for racial and ethnic groups. If such assumptions about the meaningfulness of these things were
Other philosophical assumptions are also dormant in quantitative research. Taking all prior assumptions for granted, if a researcher were to claim statistical significance between racial or ethnic groups on a statewide assessment, then some authority is afforded to the confidence level α to arbitrate what is statistically relevant. This assumption is epistemological in that if a
Unpacking the Design
Designing a study to answer questions by using quantitative methods is difficult and requires ontological sacrifices to translate a complex reality into numbers. These challenges have been suggested elsewhere in this manuscript, yet other important considerations for CQL include the two closely related issues of the data collection mechanism and the analytic sample. These issues are farsighted in that they have generalization in mind and are concerned with
Other important considerations of research design include the mechanism by which data are collected, and how this mechanism may relate to participants’ responses. For example, psychological phenomena, such as stereotype threat, are well known for their downward impact on evaluation scores for more marginalized individuals (Nguyen & Ryan, 2008). Alternatively, other psychological phenomena, such as desirability bias, are known to skew responses to survey questions pertaining to sensitive topics (Grimm, 2010). The insight of CQL is to recognize that numbers are not generated in a vacuum. Consideration must be given to the influences on these numbers when using them for statistical analysis. These ideas are shared with the data literacy scholarship, within which some scholars have called for an increased criticality around the production and consumption of data itself (e.g., Irgens et al., 2020; Pangrazio & Selwyn, 2019). The key realization is that whether explicitly or implicitly, decisions are made about
Unpacking the Language
An easy way in which educators can help build CQL is by paying careful attention to the language used in quantitative research. This focus often requires picking apart the words used within the
Other important considerations of the language in quantitative research regard how some individuals may be implicitly excluded from the study and how deficit frameworks may be introduced. Limiting an investigation of educational outcomes to boys and girls, for example, assumes a gender binary that alienates and discredits the experiences of individuals with other gender or sex identities (Garvey et al., 2019). Alternatively, deficit language is often used to describe the results of statistical analyses, especially in conversations around student achievement (Ladson-Billings, 2007). It could even be argued that deficit language comes naturally to a system of epistemological inference formulated around analyzing the probability and magnitude of mean differences between two populations. This work is an opportunity to discuss how quantitative research ignores the underlying sociopolitical systems that produce and contribute to deficit narratives (Russell et al., 2022). Deficit framings are not
Differentiating CQL From QuantCrit and CritQuant
Unlike QuantCrit and CritQuant, which apply critical frameworks to produce quantitative findings, CQL should be thought of as a precursor that focuses on the reading, understanding, and contextualizing of the quantitative methodology itself. In much the same way that knowledge of linear regression models is thought of as a prerequisite for conducting an informed linear regression analysis, CQL can be thought of as the combined knowledge of quantitative methods and critical theory needed to conduct informed critical quantitative research or to interrogate the criticality of the quantitative components therein. CQL is a step toward producing scholars who are better able to do this type of work.
Because of its emphasis on CRT, coursework can (and should) be developed on how to conduct rigorous QuantCrit research (Arellano, 2022). Similarly, early tenets are being put in place that offer a starting point for CritQuant training (Diemer et al., 2023). Yet neither of these approaches takes the methods themselves as its focus. By contrast, CQL is a critical methods–focused paradigm that can be adopted in any quantitative classroom. For instance, introductory statistics classes in education can discuss the racist history of eugenicist Karl Pearson when introducing linear correlation (Zuberi, 2001); discussing the statistical mean can illuminate the fact that
CQL aims to develop a critically informed understanding of statistical methods, making it an essential pedagogical component of CritQuant, QuantCrit, and other equity-focused quantitative frameworks. Moreover, CQL is not independent of these frameworks. Just as CQL intends to support research applying CritQuant and QuantCrit frameworks, research may also reveal important considerations for quantitative methods classrooms. For example, scholars thinking critically about the language around such techniques as dummy coding may provide better methodological suggestions for a CQL-focused classroom (e.g., Ro & Bergom, 2020). Alternatively, scholars with advanced CQL may operationalize their CQL to produce antiracist quantitative research (e.g., Campbell, 2020). Figure 1 offers a conceptual diagram that distinguishes the role and position of CQL in research production while placing it in communication with other critical quantitative frameworks.

CQL in relation to CritQuant, QuantCrit, and outcomes.
Guiding Questions for Building CQL
A useful practice for building CQL is to slow down, ask questions that may seem to have obvious answers, and reflect on what those answers really mean in the context of quantitative research. The aim is to move away from the presumed clarity and objectivity of the numbers, situating them instead in the ambiguous, subjective context of their assumptions and mapping them to more substantive research questions. The following questions and themes are not exhaustive but encourage researchers and students to reflect on the fundamental considerations above. Please also see the example lesson plan provided in the supplemental materials.
Design
Fundamental questions for constructing a quantitative research design include
Measurement
Quantitative research findings should be interpreted in the context of specific measurement definitions for the variables used in a study. Accordingly, interrogating definitions and placing them in context offers a broad space for inquiry. SES is commonly measured in a variety of ways (such as household income or free and reduced lunch), yet these definitions are
Methodology
Just as developing CQL is theory-agnostic, it is also (quantitative) methods-agnostic in that developing CQL applies to any quantitative methodology. No matter the method, CQL encourages one to ask
Suggestions, Future Research, and Conclusion
This paper introduces critical quantitative literacy as the critically informed understanding of the scope of quantitative methodology, including but not limited to statistical research design, definitions, variables, methods, and findings. CQL is framed as the requisite combined knowledge of quantitative methodology and critical theory to support CritQuant, QuantCrit, and other equity-oriented quantitative research frameworks. It is (critical) theory- and (quantitative) method-agnostic and spans the entire process of quantitative inquiry, from hypotheses to design, to analysis, to narration, and to dissemination. The goal of this paper is not to exhaust the scope of CQL but rather to familiarize the reader with the idea so that developing CQL might be taken up in practice and in educational spaces.
Development of CQL has important implications for the future of quantitative research and quantitative methods education. First, focusing on CQL joins the overdue process of recognizing and publicizing the oppressive history of quantitative social science research. Developing CQL in quantitative education informs learners so that injustices are recognized and can be better avoided in the future. Second, CQL starts the engine of reformulating and reimaging quantitative methods to serve critical goals toward equality in education research. In this way, CQL is allied with CritQuant and QuantCrit. As suggested, the broad scope of CQL makes its adoption amenable to any quantitative research endeavor or in any quantitative methods classroom. Third, CQL carries with it the capacity to cultivate more equity-minded quantitative scholars ready to produce critically informed research. The simplifying nature of quantitative methods has, in many ways, precluded pursuit of answers to critical questions. Scholars with CQL may help develop the tools and produce research more capable of answering important critical questions. Finally, CQL has the potential to positively influence public and educational policy by fine-tuning quantitative research methodologies and applications. Through their heightened criticality within quantitative methods, those who develop CQL are poised to thoughtfully use quantitative methods to tell counter-stories and propose more equity-oriented policies.
What is included in this manuscript is not and cannot be an exhaustive list of the scope, foundations, or guideposts for conducting CQL. However, CQL can be included as the subject of additional research in numerous ways. For example, the extent to which developing CQL serves as a gateway into students’ interest in CritQuant, QuantCrit, or quantitative methods more generally is currently unclear. If incorporating CQL fosters these interests, it would be insightful to contrast the successes of different CQL-building practices. Another area of further research might be the implications of CQL on chosen methodology. It may be, for example, that some statistical methods emerge as theoretically preferable to others, given the assumptions these methods do or do not make. Alternatively, newly developed statistical design, theory, or methodology better capable of reaching critical goals may emerge. Whatever the direction, getting CQL off the ground is an important first step toward critical quantitative scholarship. In more ways than one, developing CQL is only the beginning.
