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Algebra
what is
(school)
algebra?
algebra
learning
algebra vs algebraic thinking
arithmetic & algebra
transition
integration
context
technological age
algebra for all
approaches
generalization
express generality
multiple expressions
compare
manipulate
problem solving & modelling
concept
notion of equivalence
operational / relational thinking
concept of numbers and operations
meaning of algebraic symbols
function
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Thornton, S. J. New approaches to algebra: have we missed the point?.
MathematicsTeachingintheMiddleSchoolv. 6 no. 7 (March2001) p.388-92 [http://library.hku.hk/record=b2014009~S6]
388 MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
CU R R I C U L U M M O V E M E N T S I N T H E
United States and Australia, characterized by
such documents as Curriculum and Evaluation
Standards for School Mathematics (NCTM1989) andA National Statement on Mathematics for
Australian Schools (AEC 1991), have challenged the
conventional view of algebra as formal structure, ar-
guing that algebra is fundamentally the study of pat-
terns and relationships. Increased emphasis hasbeen given to developing an understanding of vari-
ables, expressions, and equations and to presentinginformal methods of solving equations. The empha-
sis on symbol manipulation and on drill and prac-
tice in solving equations has decreased (NCTM1989).
Has the net effect of these changes been merely
to replace one kind of procedural knowledge with
another? This article looks at three approaches to
algebra: (1) a patterns approach, in which studentsare asked to generalize a relationship; (2) a sym-
bolic approach, in which students learn to manipu-
late algebraic expressions; and (3) a functions ap-
proach, which emphasizes generation andinterpretation of graphs. This article examines the
nature of thinking inherent in each approach and
asks whether any or all of these approaches are, in
themselves, sufficient to generate powerful alge-
braic reasoning.
The Patterns Approach,or Matchstick Algebra
THE PATTERNS APPROACH TO ALGEBRA IN THE
middle school is typified by the matchstick pattern
shown in figure 1. Faced with this problem, stu-dents almost invariably describe the rule as add 3.
Most students look at the table of values horizon-tally, observing that each time a square is added, the
number of matches needed increases by three.
Well-intentioned teachers often help students find ageneral rule from this observation, saying, for exam-
ple, that if one adds 3 each time, the rule is of the
STEVE THORNTON,[email protected], is direc-
tor of teacher development at the Australian Mathematics
Trust, University of Canberra, Australia 2601. His inter-
ests include mathematical rigor and enrichment for talent-
ed students.
New Approachesto Algebra:Have We Missed the Point?
S T E P H E N J. T H O R N T O N
Fig. 1 Matchstick pattern
Examine the following pattern, complete thetable, and find a rule that shows how the num-
ber of matches (m) depends on the number of
squares (s).
Rule: m = ________
s 1 2 3 4 5 100
m 4 7 10
Copyright 2001 The National Council of Teachers of Mathematics, Inc. www.nctm.org. All rights reserved.This material may not be copied or distributed electronically or in any other format without written permission from NCTM.
VOL. 6, NO. 7 . MARCH 2001 389
form m = 3s + k, and suggesting that students try a
few numbers to determine the value of the constant.
The students regard this approach as goodteaching because it helps them obtain the correct
answer. The teacher is similarly reinforced in the
belief that he or she is acting in the students best
interests, because the students are able to find the
rule for this pattern and, perhaps, even a generalrule for other linear cases. The ability to find these
rules is, arguably, a useful skill, but do the students
understand any more about the nature of algebra
than if the subject had been introduced in a formal,
symbolic way? Students who use this heuristic tofind the constant and thus the general rule have, in
reality, looked at the specific rather than the gen-
eral. They have not necessarily acquired any well-
developed notion of the general nature of the pat-
tern but have merely learned a procedure to
develop a correct symbolic expression. The alge-braic essence of the problem is absent.
The Matchstick Pattern Problem is not about
finding a general rule. The answer to the problem,
that is, the rule itself, is unimportant. The problem
is really about alternative representations. It is a vi-
sualization exercise in which different ways of look-ing at the pattern produce differ ent expressions. Vi-
sualizing the pattern in different ways and writing
corresponding algebraic relationships help stu-
dents understand the nature of a variable and be-
come familiar with the structure of algebraic ex-pressions. This particular pattern can be visualized
in at least four different ways (seefig. 2).
Writing down the number pattern in a table, an ac-
tivity commonly found in textbooks and on work-
sheets, does not help students visualize the generalityinherent in the matchstick constructions. A much
more constructive approach is to ask students to build
one element of the pattern physically and explain how
it is put together, not in terms of numbers but in terms
of its underlying physical structure. The different alge-
braic structures then have direct physical meanings.Numerous other visual approaches to algebra are
possible (Nelsen 1993). For example, students could
be asked to visualize the pattern shown in figure 3in different ways so as to generate a relationship be-tween the number of shaded squares (b ) and the
length of the side of the white square (n). Again, at
least four different representations are possible
(seefig. 4). The point of the exercise is not to ob-
tain the answerb = 4n + 4 or any of its variants butrather to understand how the pattern can be visual-
ized and how these different visualizations can be
described symbolically. If we are to foster powerful
algebraic thinking in our students, we must encour-
age a variety of well-justified generalizations of thepattern. Rather than be an end in itself, the purpose
of generating rules is to develop insight into pat-terns and relationships. As Gardner (1973, p. 114)
writes, There is no more effective aid in under-
standing certain algebraic identities than a good di-agram. One should, of course, know how to manip-
ulate algebraic symbols to obtain proofs, but in
many cases a dull proof can be supplemented by a
geometric analogue so simple and beautiful that the
truth of a theorem is almost seen at a glance.
The SymbolicApproach, or FruitSalad Algebra
THE FORMAL, SYMBOLIC
approach to algebra, in which
variables are defined as letters that stand for num-bers, has been criticized as lacking meaning
(Chalouh and Herscovics 1988) and has been iden-
tified as the source of many difficulties faced by be-
ginning algebra students (Booth 1988). OlivierFig. 2 Different ways to visualize the matchstick pattern
Pattern built of one match plus three for eachsquare, orm = 3s + 1
Pattern built of four matches for the first
square plus three for each subsequent square,
orm = 4 + 3(s 1)
Pattern built of two horizontal rows joined byvertical links, orm = 2s + (s + 1)
Pattern built of four matches for each square,
with the overlapping match removed from all
but one of the squares, orm = 4s (s 1)
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Baroudi, Z. (2006). Easing Students' Transition to Algebra.Australian Mathematics Teacher.
Vol.62, Issue 2, pp.28-33. [http://library.hku.hk/record=b2513964~S6]
amt 62 (2) 200628
Traditionally, students learn arithmetic
throughout their primary schooling, and this
is seen as the ideal preparation for thelearning of algebra in the junior secondary
school. The four operations are taught and
rehearsed in the early years and from this, it is
assumed, children will induce the funda-
mental structure of arithmetic (Warren &
Pierce, 2004, p. 294). Recent research has
shown that the emphasis on computation can
actually lead to many misconceptions in the
students minds, which in turn will make the
learning of algebra more difficult.
This article will focus on two categories of
student misconceptions, the first concerns
difficulties with the notion of equivalence and
the second concerns difficulties with the appli-cation of the four operations. The last section
of the article presents suggestions on easing
the transition to algebra through problem-
solving.
Student misconceptionsof equivalence
Falkner, Levi and Carpenter (1999) asked 145
American grade 6 students to solve the
following problem:
8 + 4 = + 5
All the students thought that either 12 or
17 should go into the box. Referring to the
same study, Blair (2005) reports: It became
clear through subsequent class discussions
that to these students, the equal sign meant
carry out the operation. They had not
learned that the equal sign expresses a rela-
tionship between the numbers on each side of
the equal sign. This is usually attributed tothe fact that in the students experience, the
equal sign always comes at the end of an
equation and only one number comes after it
(Falkner et al., 1999, p. 3). One expert has
suggested to me that another possible origin of
this misconception is the = button on many
calculators, which always returns an answer.
Figures 1 and 2 show two typical responses
from my Year 8 class to the question: Explain
the meaning of the = sign (Toth, Weedon &
Stephens, 2004). One third of the class (nine
out of 27 students) gave an operational defini-
tion despite the fact that we had previously
discussed the meaning of the equal sign inthat class.
ZIAD BAROUDI
Figure 1. Relational and operational understanding
of the equal sign by a Year 8 student.
Figure 2. Relational and operational understanding
of the equal sign by a Year 8 student.
amt 62 (2) 2006 29
While all of my Year 8 students are capable
of solving problems such as the one above,
those with an operational understanding of
the equal sign perform the sum on the left
hand side (8 + 4 = 12) and then resort to
different strategies to find the missing number
on the right. Having found that number, they
then perform the operation on the right hand
side in order to verify their answer. In contrast,
those with a relational understanding of the
equal sign recognise that the missing number
must be one less than 8, since it is being
added to a number that is one more than 4.
Figures 3 and 4 contrast two students justifi-
cations of the truth of the equation: 46 + 33 =
45 + 34. Clearly, those with an operational
understanding can establish the truth of the
statement, but their understanding proves tobe a hindrance when learning algebra.
equal sign and change their sign. I recently
asked my Year 11 students to explain to me
how they understood this method, and their
answers are best summed up by the following
statement from one of them: It gets zapped by
the equal sign! Clearly, while the justification
of that method may have been taught, the
practice of taking terms over to the other side
does nothing to address students misunder-
standings of equivalence.
Equivalence andteacher discourse
Booth (1986) suggests that teachers should
emphasise the equivalence of an equation in
the way they read number sentences. Forinstance, when working with the sentence
2 + 3 = 5, teachers should sometimes read
the left hand side as the number that is 3
more than 2, and avoid reading the equal sign
as makes as this reinforces the operational
meaning of the sign (p. 4). This use of
language is not lost on curriculum writers.
The following performance indicator comes
from level 1 (prep.) of the Curriculum
Standards Framework II, used in Victorian
schools at the time of writing: Use materials
and models to develop and verbalise
partwhole relationships (e.g., 6 is 5 and 1
more, two more than 4, one less than 7,double 3) (2000, p. 31).
Building generalisationsin arithmetic
Recent research is suggesting that students
need to be helped, from an early age, to
construct valid generalisations of the arith-
metic operations. Fuji and Stephens (2001)
introduce a concept built on elements of the
Japanese program which they call a quasi-
variable. They define this term as a number
sentence or group of number sentences thatindicate an underlying mathematical relation-
ship which remains true whatever the
numbers used (p. 260). For instance, before
students are able to understand an equation
expressed as ab + b = a, they can be intro-
duced to equations such as 78 49 + 49 = 78.
The truth of this relationship is independent of
Figure 3. Application of the relational and
operational understandings of the equal sign.
Figure 4. Application of the relational and
operational understandings of the equal sign.
When teaching students to solve equations,
we teach them the necessity of doing the same
thing to both sides. This is particularly impor-
tant as students encounter and learn to solve
algebraic equations with operations on both
sides of the symbol (e.g., 3x 5 = 2x + 1)(Knuth, Alibali, McNeil & Weinberg, 2005,
p. 69). Unless a student understands that this
rule exists to preserve the equality of both
sides, then that student will have little chance
of experiencing success. Teachers often pass
over these difficulties by teaching their
students to take terms to the other side of the
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arithmetic to
algebra, difficulty &
possibility
notion of
equivalence
intuitive strategies vs
standard algorithms
building
generalisations
in arithmetic
meaning of equal sign
relational or
operational
understanding
teachers' use of language
quasi-variable
problem
modelling
and solving
guess-check-
generalize
amt 62(2)200628
Traditionally, students learn arithmetic
throughout theirprimary schooling,and this
is seen as the ideal preparation for the
learningo f algebrain the jun iorsecondary
school.The four operations are taught and
rehearsedinthe earlyyears andfromthis,it is
assumed, children will induce the funda-
mental structure of arithmetic (Warren&
Pierce,2004, p.294). Recent researchhas
shownthat the emphasis oncomputationcan
actuallylead to manymisconceptions inthe
students minds,whichinturn will make the
learningofalgebra more difficult.
This article will focus ontwo categories of
student misconceptions,the first concerns
difficulties withthe notionofequivalence and
the secondconcerns difficulties withthe appli-
cationofthe fouroperations. The last section
ofthe article presents suggestions oneasing
the transitionto algebrathrough problem-
solving.
Student misconceptionsofequivalence
Falkner,Levi andCarpenter(1999) asked145
American grade 6 students to solve the
followingproblem:
8+ 4= + 5
All the students thought that either12 or
17should go into the box.Referring to the
same study,Blair(2005) reports:It became
clear throughsubsequent class discussions
that to these students,the equal signmeant
carry out the operation. They had not
learnedthat the equal signexpresses arela-
tionshipbetweenthe numbers oneachside of
the equal sign.This is usuallyattributed to
the fact that inthe students experience,the
equal signalways comes at the endof an
equationandonlyone numbercomes afterit
(Falkneret al., 1999,p.3). One expert has
suggestedto me that anotherpossible originof
this misconceptionis the =buttonon many
calculators,whichalways returns ananswer.
Figures 1and2 showtwo typical responses
frommy Year8class to the question:Explain
the meaningof the = sign(Toth, Weedon&
Stephens,2004).One third ofthe class (nine
out of27students) gave anoperational defini-
tiondespite the fact that we hadpreviously
discussedthe meaningof the equal signin
that class.
ZIADBAROUDI
Figure1.Relationalandoperationalunderstandingoftheequalsignbya Year 8student.
Figure2.Relationalandoperationalunderstandingoftheequalsignbya Year 8student.
Baroudi (2006)
Al
Cuoco
Fennell
Falkner
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Student Misconception of Equivalence
illustrated with findings ofFalkner, Levi & Carpenter (1999),response to a 'simple' open
number sentence
diference between operational and relationalunderstanding
relationalthinking
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the '=' sign is used in equations to show
that whatever is on the right of the '='sign is equal to whatever is on the leftof the '=' sign e.g. 49=7x7, 3+3=5+1
etc
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the '=' sign specifies that you are comingto the conclusion of a sum of somethinge.g. 3x2=6 '=' means you are going to
have a total
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46 + 33 = 45 +34
True, because if you ... subtract 1 from34 and add it onto 45 you get 33 and
46 ... just like the other side
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In the following expression,what number do you thinkbelongs in the box?
8+4 = ( )+5
How do you think students in
the early grades or middleschool typically answer this
question?
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Relational Thinking
How can students answer these?
7 6 4+
( )= +
534 533 176+ ( ) = +
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally.Boston: Allyn & Bacon. p.262
Relational Thinking
When a student observes and uses numericrelationships between two sides of the equal
sign rather than actually computing theamounts, the thinking involved is referred toasrelational thinking.
Relational thinking goes beyond simplecomputation and instead focuses on how one
operation or series of operation is relatedanother.
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1
Algebra in Elementary Schools:
Its Not About xs and ys
2007 NCTM Conference
Atlanta, Georgia
Tad WatanabeKennesaw State University
http://science.kennesaw.edu/~twatanab
What should elementary school algebra look
like?
What are the fundamental ideas of algebra
that are appropriate for investigation by
elementary school students?
What ideas related to algebra are discussed
in the Japanese elementary school
curriculum?
http://science.kennesaw.edu/~twatanab/NCTM07.pdf
Homepage of Tad Watanabe:
http://science.kennesaw.edu/~twatanab/
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Watanabe, 2007
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Watanabe, 2007
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Watanabe, 2007
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Watanabe, 2007
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A correct understanding of the equalsign is the first form of symbolism that
is addressed.
Students from grade 1 through middle
school continue to think of= as a
symbol that separates problem from
answer.
Out of an exploration of open
sentences an understanding of variable
can and should develop.
Meaning Of Equal Sign
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally.Boston: Allyn & Bacon. pp.260-261
Meaning of Equal Sign
First, it is important for students to see andunderstand the relationships in our number system.The equal sign is a principal method of representing
these relationships. For example,
6 7 5 7 7 = +When basic ideas, initially and informally developedthrough arithmetic, are generalized and expressed
symbolically, powerful relationships are availablefor working other numbers in a generalized manner.
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally. Boston: Allyn & Bacon. pp.260-261
Meaning of Equal Sign
A second reason is that when students fail tounderstand the equal sign, they typically havedifficulty when it is encountered in algebraicexpressions. Even solving a simple equation such as
5 24 81x!
=
requires students to see both sides of the equal signas equivalent expressions. It is not possible to "do" theleft-hand side.
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally. Boston: Allyn & Bacon. p.261
True or False
Introduce true/false sentences or equations withsimple examples to explain what is meant by a trueequation and a false equation. Then put several
simple equations on the board, some true and somefalse.
Students decide which are true and which are false.For each response they are toexplain theirreasoning.
5 2 7+ =
4 1 6+ =
4 4 8+ =
8 10 1= !
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally. Boston: Allyn & Bacon. p.261
True or False
Afterwards, have students explore equations that areless traditional in form:
Do not try to explore all variations in a single lesson.Listen to the types of reasonsand plan additional
equations accordingly for subsequent days.
4 5 8 1+ = +
4 5 4 5+ = +9 5 14 0+ = +
3 7 7 3+ = +
9 5 14+ =
6 3 7 4!
=!
8
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally. Boston: Allyn & Bacon. p.261
Open Sentences
Write several open sentences on the board. To beginwith, these can be similar to the true/false sentencesthat you have been exploring.
5 2+ = ( )
4 5 1+ =
( )!
4 6+ ( ) =
3 7 7+ = + ( )
The task is to decide what number can be put into thebox to make the sentence true. Of course, an
explanation is also required.
( ) + =4 8
( ) =!
10 1
6 7 4!
( )= !
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally.Boston: Allyn & Bacon. p.262
Writing True/False Sentences
After students have had ampletime to discuss true/false andopen sentences, challenge them
to make up their own true/falsesentences that they can use to
challenge their classmates.
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics TeachingDevelopmentally. Boston: Allyn & Bacon.
http://wps.ablongman.com/ab_vandewalle_math_6/0,12312,3548294-,00.html
A recent focus of research in algebraic
reasoning is on structure or generalizationsbased on properties of our number system.
Generalization is again the main interest.For example, when students note that 4 x 7
= 7 x 4, what helps them to understand
that this is true for all numbers?
Making Structure in the Number System
Explicit
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van de Walle, J.A. (2007) Elementary and Middle School Mathematics Teaching Developmentally.
Boston: Allyn & Bacon.http://wps.ablongman.com/ab_vandewalle_math_6/0,12312,3548294-,00.html
Further, how do students go about
"proving" that properties such as the
commutative property or relationships on
odd and even numbers are always true?
By helping students make conjectures
about the truth of equations and open
sentences, they can then be challenged to
make decisions about the truth of these
conjectures for all students.
Making Structure in the Number System
Explicit
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Routes to, Roots of Algebra
Expressing Generality
Rearranging and Manipulatingexpressions as entities
building and stripping expressions
Possibilities and Constraints
getting a sense of X as a variable
Generalized Arithmetic
becoming explicitly aware of the rules thatoperations on numbers satisfy
seeing, saying and recording
Mason, Graham, Pimm & Gowar, (1985)
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What is school algebra about? What is it
for? When does it begin?
http://www.ncetm.org.uk/mathemapedia/AlgebraMathemapedia
School algebra is about developing amanipulable language for expressinggeneralities about numbers and their
properties, making it much easier toconjecture & convince that it would beusing only words and pictures.
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What is school algebra about? What is it
for? When does it begin?
http://www.ncetm.org.uk/mathemapedia/Algebra
Mathemapedia
The manipulation of algebraic symbols issometimes referred to as arithmetic withletters and as generalized arithmetic ......
Traditionally algebra has been introduced asmanipulating letters as if they werenumbers, which lacks motivation ......, and
efficacy and suggests that there are a lot ofrules to be learned in order to do algebra.
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What is school algebra about? What is it for? When
does it begin?
http://www.ncetm.org.uk/mathemapedia/Algebra
Mathemapedia
Another approach is to prompt learners toexpress generalities as early as possible, and
gradually to move to more and more succinctexpressions, often in situations in which thereare multiple expressions for the same thing.
Learners then develop the wish to work out howto transform one expression into another, andthey can draw upon their knowledge of
arithmetic in doing this. Thus algebra emergesas a language which can be used to expressand to manipulate generalisations.
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First Encounters of Expressing Generality
... algebra is most usefully seen as a language inwhich toexpress generalities, usually to do withnumbers.
Learners will only understand algebra as alanguage of expression if theyperceive andexpressgeneralities for themselves.
At first this takes time, but in this way learnersbecome effective users of algebra.
Experience with expressing generality in differentcontexts leads tomultiple expressionsfor the samething.
Mason et al 2005, p.23