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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

    [email protected]

    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