Supporting the development of algebraic thinking in middle school: a closer look at students’ informal strategies

This study investigated how 31 sixth-, seventh-, and eighth-grade middle school students who had not previously, nor were currently taking a formal Algebra course, approached word problems of an algebraic nature. Specifically, these algebraic word problems were of the form x + (x + a) + (x + b) = c or ax + bx + cx = d. An examination of students’ understanding of the relationships expressed in the problems and how they used this information to solve problems was conducted. Data included the students’ written responses to problems, field notes of researcher-student interactions while working on the problems, and follow-up interviews. Results showed that students had many informal strategies for solving the problems with systematic guess and check being the most common approach. Analysis of researcher-student interactions while working on the problems revealed ways in which students struggled to engage in the problems. Support mechanisms for students who struggle with these problems are suggested. Finally, implications are provided for drawing upon students’ informal and intuitive knowledge to support the development of algebraic thinking.     

Prospective middle grade mathematics teachers’ knowledge of algebra for teaching

This study examined prospective middle grade mathematics teachers’ knowledge of algebra for teaching with a focus on knowledge for teaching the concept of function. 115 prospective teachers from an interdisciplinary program for mathematics and science middle teacher preparation at a large public university in the USA participated in a survey. It was found that the participants had relatively limited knowledge of algebra for teaching. They also revealed weakness in selecting appropriate perspectives of the concept of function and flexibly using representations of quadratic functions. They made numerous mistakes in solving quadratic or irrational equations and in algebraic manipulation and reasoning. The participants’ weakness in connecting algebraic and graphic representations resulted in their failure to solve quadratic inequalities and to judge the number of roots of quadratic functions. Follow-up interview further revealed the participants’ lack of knowledge in solving problems by integrating algebraic and graphic representations. The implications of these findings for mathematics teacher preparation are discussed.     

Students' Concepts‐ and Theorems‐in‐Action on a Novel Task About Similarity

Similarity is a fundamental concept in the middle grades. In this study, we applied Vergnaud's theory of conceptual fields to answer the following questions: What concepts‐in‐action and theorems‐in‐action about similarity surfaced when students worked in a novel task that required them to enlarge a puzzle piece? How did students use geometric and multiplicative reasoning at the same time in order to construct similar figures? We found that students used concepts of scaling and proportional reasoning, as well as the concept of circle and theorems about similar triangles, in their work on the problem. Students relied not only on visual perception, but also on numeric reasoning. Moreover, students' use of multiplicative and proportional concepts supported their geometric constructions. Knowledge of the concepts and ideas that students have available when working on a task about similarity can inform instruction by helping to ground formal introduction of new concepts in students' informal prior experiences and knowledge.     

The fractional knowledge and algebraic reasoning of students with the first multiplicative concept

To understand relationships between students’ quantitative reasoning with fractions and their algebraic reasoning, a clinical interview study was conducted with 18 middle and high school students. Six students with each of three different multiplicative concepts participated. This paper reports on the fractional knowledge and algebraic reasoning of six students with the most basic multiplicative concept. The fractional knowledge of these students was found to be consistent with prior research, in that the students had constructed partitioning and iteration operations but not disembedding operations, and that the students conceived of fractions as parts within wholes. The students’ iterating operations facilitated their work on algebra problems, but the lack of disembedding operations was a significant constraint in writing algebraic equations and expressions, as well as in generalizing relationships. Implications for teaching these students are discussed.     

Validating proofs and counterexamples across content domains: Practices of importance for mathematics majors

Validating proofs and counterexamples across content domains is considered vital practices for undergraduate students to advance their mathematical reasoning and knowledge. To date, not enough is known about the ways mathematics majors determine the validity of arguments in the domains of algebra, analysis, geometry, and number theory—the domains that are central to many mathematics courses. This study reported how 16 mathematics majors, including eight specializing in secondary mathematics education, who had completed more proof-based courses than transition-to-proof classes evaluated various arguments. The results suggest that the students use one of the following strategies in proof and counterexample validation: (1) examination of the argument's structure and (2) line-by-line checking with informal deductive reasoning, example-based reasoning, experience-based reasoning, and informal deductive and example-based reasoning. Most students tended to examine all steps of the argument with informal deductive reasoning across various tasks, suggesting that this approach might be problem dependent. Even though all participating students had taken more proof-related mathematics courses, it is surprising that many of them did not recognize global-structure or line-by-line content-based flaws presented in the argument.     

Comparing German and Taiwanese secondary school students’ knowledge in solving mathematical modelling tasks requiring their assumptions

Mathematization is critical in providing students with challenges for solving modelling tasks. Inadequate assumptions in a modelling task lead to an inadequate situational model, and to an inadequate mathematical model for the problem situation. However, the role of assumptions in solving modelling problems has been investigated only rarely. In this study, we intentionally designed two types of assumptions in two modelling tasks, namely, one task that requires non-numerical assumptions only and another that requires both non-numerical and numerical assumptions. Moreover, conceptual knowledge and procedural knowledge are also two factors influencing students’ modelling performance. However, current studies comparing modelling performance between Western and non-Western students do not consider the differences in students’ knowledge. This gap in research intrigued us and prompted us to investigate whether Taiwanese students can still perform better than German students if students’ mathematical knowledge in solving modelling tasks is differentiated. The results of our study showed that the Taiwanese students had significantly higher mathematical knowledge than did the German students with regard to either conceptual knowledge or procedural knowledge. However, if students of both countries were on the same level of mathematical knowledge, the German students were found to have higher modelling performance compared to the Taiwanese students in solving the same modelling tasks, whether such tasks required non-numerical assumptions only, or both non-numerical and numerical assumptions. This study provides evidence that making assumptions is a strength of German students compared to Taiwanese students. Our findings imply that Western mathematics education may be more effective in improving students’ ability to solve holistic modelling problems.     

Is There Something to be Gained from Guessing? Middle School Students' Use of Systematic Guess and Check

This article will share results from research that investigated how sixth‐, seventh‐, and eighth‐grade students who had not been exposed to formal algebraic methods approached word problems of an algebraic nature. Student use of systematic guess and check, the predominate approach taken by these students, is the focus. The goal is to consider the students' use of systematic guess and check reasoning in terms of the broadening perspective of algebra and algebraic thinking by highlighting ways in which this reasoning can provide a basis for developing some of the thinking patterns and discourse of formal algebra. Two perspectives will be highlighted: relationships among quantities and function‐based reasoning.     

Learning the Algebraic Method of Solving Problems

This study of students' attempts to formulate and solve algebra word problems shows that the logic underlying algebraic problem solving methods is little understood. Students' prior experiences with solving problems in arithmetic gives them a compulsion to calculate which is manifested in the meaning they give to “the unknown” and how they use letters, their interpretation of what an equation is, and the methods they choose to solve equations. At every stage of the process of solving problems by algebra, students were deflected from the algebraic path by reverting to thinking grounded in arithmetic problem solving methods.     

Coping strategies applied to comprehend multistep arithmetic word problems by students with above-average numeracy skills and below-average reading skills

This article discusses how 13-year-old students with above-average numeracy skills and below-average reading skills cope with comprehending word problems. Compared to other students who are proficient in numeracy and are skilled readers, these students are more disadvantaged when solving single-step and multistep arithmetic word problems. The difference is smaller for single-step word problems. Analysis of large-scale data as well as a case study suggested that students used knowledge of stereotype item formats and keywords to cope with comprehending word problems. Instances where students used prior experiences to form predispositions to word problems were observed in the case study. In addition, analyses in both studies revealed that errors caused by overuse of keywords were more frequent among the students with below-average reading skills.     

Connecting multiplicative thinking and mathematical reasoning in the middle years

Mathematical reasoning and problem solving are recognised as essential 21st century skills. However, international assessments of mathematical literacy suggest these are areas of difficulty for many students. Evidenced-based learning trajectories that identify the key ideas and strategies needed to teach mathematics for understanding and support these important capacities over time are needed to support teachers and curriculum developers so that they do not have to rely solely on mathematics content knowledge. Given this goal and recent evidence to suggest a relationship between the development of multiplicative thinking and mathematical reasoning, this paper explores the processes involved in developing a single, integrated scale for multiplicative thinking and mathematical reasoning using data from a four-year design-based project to establish learning and assessment frameworks for algebraic, geometrical and statistical reasoning in the middle years of schooling.     

Mapping and development of intuitive proportional thinking

The purpose of this study was two-fold. First, to find out students’ informal understanding of proportional problems, and discuss their solution strategies. Second, to investigate how the intuitions developed by students influence their strategies to solve proportional problems. To this end, we interviewed 16 students in Grades 4 and 5, while they were solving proportional problems. It was found that students intuitively used the unit-rate strategy indicating an attempt to transfer the knowledge resulted by their experience with solving simple multiplicative problems. Fourth and fifth graders tended to shift from the unit-rate strategy to other strategies if there was no easy way to calculate the unit-value directly from the context of the problems. Since fifth graders were more comfortable than fourth graders in calculating the unit-value, they felt less the need to invent other solution strategies.     

What Can Be Learned From Informal Student Writings in a Science Context?

This exploratory study analyzed four informal science-related writing tasks produced by 374 seventh-grade students (172 boys and 202 girls) from two schools with different socioeconomic populations. The study demonstrates that students' informal writing in science contexts can provide a rich source of information regarding students' cognitive and attitudinal engagement with science. Students' writing reflects the level at which students understand previously learned science-related ideas and gives insight into themes and issues they would be interested in learning. This study further demonstrates how students organize and personalize science knowledge acquired inside as well as outside of school when given novel and unconventional (informal) science-related tasks. The study also demonstrates that informal writing tasks encourage students to express opinions, values, and attitudes associated with science and science learning. Examples are provided of similarities and differences in students' writing preferences and in the quality of writing produced by boys and girls. Suggestions for further studies for teachers and researchers are discussed.     

The impact of a conceptual model-based mathematics computer tutor on multiplicative reasoning and problem-solving of students with learning disabilities

The study explored the impact of Please Go Bring Me-COnceptual Model-based Problem Solving (PGBM-COMPS) computer tutoring system on multiplicative reasoning and problem solving of students with learning disabilities. The PGBM-COMPS program focused on enhancing the multiplicative reasoning and problem solving through nurturing fundamental mathematical ideas and moving students above and beyond the concrete level of operation. This is achieved by taking advantages of the constructivist approach from mathematics education and explicit conceptual model-based problem solving approach from special education. Participants were three elementary students with learning disabilities (LD). A mixed method design was employed to investigate the effect of the PGBM-COMPS program on enhancing students’ multiplicative reasoning and problem solving. It was found that the PGBM-COMPS program significantly improved participating students’ problem solving performance not only on researcher developed criterion tests but also on a norm-referenced standardized test. Qualitative and quantities data from this study indicate that, in addition to nurturing fundamental concept of composite units, it is necessary to help students to understand underlying problem structures and move toward mathematical model-based problem representation and solving for generalized problem solving skills.     

A Study Comparing the Efficacy of a Mole Ratio Flow Chart to Dimensional Analysis for Teaching Reaction Stoichiometry

Reaction stoichiometry calculations have always been difficult for students. This is due to the many different facets the student must master, such as the mole concept, balancing chemical equations, algebraic procedures, and interpretation of a word problem into mathematical equations. Dimensional analysis is one of the main ways students are taught to solve these problems. However, this methodology does not provide all students with a complete understanding of how to solve these problems. Introduction of alternative problem solving techniques, such as proportional reasoning, can help to improve student understanding. The mole ratio flow chart (MRFC) is a logistical sequence of steps that incorporates molar proportions. Students are able to begin analysis of a problem from many different starting points using this MRFC method. Analyses of data collected indicate that MRFC users performed as well on exam problems covering reaction stoichiometry calculations as students using dimensional analysis. Further, class sections exposed to both dimensional analysis and MRFC methods scored as well on exam problems as class sections exposed only to dimensional analysis. These results indicate that the MRFC is a viable alternative method for teaching reaction stoichiometry calculations and for helping to create a more complete understanding of the subject.     

Students’ images of problem contexts when solving applied problems

This article reports findings from an investigation of precalculus students’ approaches to solving novel problems. We characterize the images that students constructed during their solution attempts and describe the degree to which they were successful in imagining how the quantities in a problem's context change together. Our analyses revealed that students who mentally constructed a robust structure of the related quantities were able to produce meaningful and correct solutions. In contrast, students who provided incorrect solutions consistently constructed an image of the problem's context that was misaligned with the intent of the problem. We also observed that students who caught errors in their solutions did so by refining their image of how the quantities in a problem's context are related. These findings suggest that it is critical that students first engage in mental activity to visualize a situation and construct relevant quantitative relationships prior to determining formulas or graphs.     

Capturing and characterizing students’ strategic algebraic reasoning through cognitively demanding tasks with focus on representations

In mathematics education, it is important to assess valued practices such as problem solving and communication. Yet, often we assess students based on correct solutions over their problem solving strategies—strategies that can uncover important mathematical understanding. In this article, we first present a framework of competencies required for strategic reasoning to solve cognitively demanding algebra tasks and assessment tools to capture evidence of these competencies. Then, we qualitatively describe characteristics of student reasoning for various performance levels (low, medium, and high) of eighth-grade students, focusing on generating and interpreting algebraic representations. We argue this analysis allows a more comprehensive and complex perspective of student understanding. Our findings lay groundwork to investigate the continuum of algebraic understanding, and may help educators identify specific areas of students’ strength and weakness when solving cognitively demanding tasks.     

Leveraging Structure: Logical Necessity in the Context of Integer Arithmetic

Looking for, recognizing, and using underlying mathematical structure is an important aspect of mathematical reasoning. We explore the use of mathematical structure in children’s integer strategies by developing and exemplifying the construct of logical necessity. Students in our study used logical necessity to approach and use numbers in a formal, algebraic way, leveraging key mathematical ideas about inverses, the structure of our number system, and fundamental properties. We identified the use of carefully chosen comparisons as a key feature of logical necessity and documented three types of comparisons students made when solving integer tasks. We believe that logical necessity can be applied in various mathematical domains to support students to successfully engage with mathematical structure across the K–12 curriculum.     

An investigation of 6th graders’ solutions of Cartesian product problems and representation of these problems using arrays

Two hour-long interviews were conducted with each of 14 sixth-grade students. The purpose of the interviews was to investigate how students solved combinatorics problems, and represented their solutions as arrays. This paper reports on 11 of these students who represented a balanced mix of students operating with two of three multiplicative concepts that have been identified in prior research (Hackenberg, 2007, 2010; Hackenberg & Tillema, 2009). One finding of the study was that students operating with different multiplicative concepts established and structured pairs differently. A second finding is that these different ways of operating had implications for how students produced and used arrays. Overall, the findings contribute to models of students’ reasoning that outline the psychological operations that students use to constitute product of measures problems (Vergnaud, 1983). Product of measures problems are a kind of multiplicative problem that has unique mathematical properties, but researchers have not yet identified specific psychological operations that students use when solving these problems that differ from their solution of other kinds of multiplicative problems (cf. Battista, 2007).