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540 May 2011 • teaching children mathematics www.nctm.org column for Contexts and addition subtraction Copyright © 2011 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.

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  • 540 May2011teaching children mathematics www.nctm.org

    column forContextsand

    additionsubtractionandsubtraction

    Copyright 2011 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.

  • Tradition has it that the success of primary school mathematics education must be measured against the ability of students to correctly execute the standard arithmetic algorithms of elementary school: column addi-tion and subtraction, column multiplication, and long division. To many educators, this is an inadequate benchmark, because a lot of inter-esting mathematics in primary school does not depend on the ability of students to successfully apply specifi c arithmetic algorithms. In fact, this belief constitutes a major point of contention in the math wars of today, in con ict with the back-to-basics philosophy advocated by some of the contenders in these wars (Schoenfeld 2004). According to Schoenfeld (p. 258), broadly stated, Americans visualize mathematics education in grades K8 as basic arithmetic; algebra and geometry are to occur beyond middle school. It is no exaggeration to say that the inability of elementary school students to execute the four basic algorithms is taken as evidence of the failure of the present educational system. When standardized testing at the state level shows that students obtain progressively diminishing scores in their ability to add, subtract, multiply, and divide (McCarron 2004; Rivera Arguinzoni 2010), parents and teachers become concerned about the usefulness of the new math cur-riculum, which seems to bring problem solving to the foreground while failing to give students the arithmetic competencies needed to solve problems. Schoenfeld (2004) remarks that the problem-solving approach of the NCTM Standards-driven curriculum was never accom-panied with a deep understanding of the nature of thinking and problem solving, and thus the problem-solving movement was superfi cial.

    By Jorge M. Lpez Fernndez and Aileen Velzquez Estrel la

    Everyday settings, like enjoying freshly baked cookies, can foster pro ciency and enhance students conceptual understanding.

    We describe what we regard as a middle ground for resolving this dilemma. We can teach the arithmetic algorithms for column addition and subtraction in a familiar problem-solving setting and in a way that fosters profi ciency in implementing the algorithms as well as a better conceptual understanding of them.

    Mathematics in Context (MiC) in Puerto rico (MeCPr) A well-known middle school mathematics cur-riculum for grades 58, the Mathematics in Context series was developed in the early 1990s under the leadership of Thomas A. Romberg, at the National Center for Research in Mathemati-cal Sciences Education (NCRMSE) of the School of Education at the University of WisconsinMadison. The series was completed through a collaborative effort between NCRMSE and Freudenthal Institute (FI) at the University of Utrecht in The Netherlands and Encyclopedia Britannica Educational Corporation. The Math-ematics in Context (MiC) curriculum is based on the fundamental tenet of Realistic Mathematics Education (RME), originally proposed by Hans Freudenthal, which asserts the natural abil-ity of children to reason about mathematical content in informal contextssuch as baking, shopping, or play time. According to RME (and in keeping with Freudenthals famous reinven-tion principle [Gravemeijer and Terwel 2000, p. 786]), learning mathematics entails no more and no less than the reinvention of mathemati-cal knowledge on the part of students under the guidance of adults (their teachers). Of course, this reinvention builds on the aforementioned informal mathematical knowledge of students.

    One of the authors (Lpez Fernndez)

    www.nctm.org teaching children mathematics May 2011 541

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  • 542 May2011teaching children mathematics www.nctm.org

    participated in the translation and adaptation of the developed MiC units for use in Puerto Rico.

    As expected, RME contextual textbooks can vary greatly. Some designs present units of the curriculum as parts of broad contextual themes, attempting to develop in a seamless, coherent, and integrated manner a plurality of curricular areas, down to specific competencies that stu-dents are expected to master. In somewhat of a piecemeal fashion, other designs develop many subthemes that focus on specific competencies that students are expected to master (the design used in MeCPR). To be sure, the difference is a matter of degree, and both approaches have their place in RME. Good examples of the first approach are the original MiC units developed in the University of Wisconsin MiC project. This approach, however, requires that middle school students possess a level of reading proficiency that is not customary in our present educational system. This situation, in and of itself, has been viewed as a deterrent to the adoption of MiC units in the United States and Puerto Rico.

    In Puerto Rico, mathematics education has been customarily thought of along the more traditional lines of elementary, intermediate, and high school. The category of middle school as such has not received the same amount of attention, nor has it elicited the same kinds of concerns, as it has in the United States. To accommodate Puerto Rican elementary school students different levels of reading proficiency, MeCPR materials were developed using the

    second curricular design mentioned above. The Department of Education of Puerto Rico (DEPR) commissioned MeCPR to develop the official elementary school mathematics curriculum in the setting of RME.

    Our didactic proposals for teaching the arithmetic algorithms of elementary school education are made within the setting of the K6 MeCPR project. The development of the curricular materials was accomplished as a collaborative effort between the Department of Mathematics at the University of Puerto RicoRo Piedras and the FI of the University of Utrecht in The Netherlands. Koeno Gravemeijer directed the Dutch team, and (author) Jorge M. Lpez Fernndez directed the Puerto Rican team. Integrating arithmetic algorithms was done in keeping with Freudenthals principle of guided reinvention (Freudenthal 1991; Gravemeijer 1994) within the general framework of Realistic Mathematics Education (RME) (Treffers 1991, p. 11).

    In actual operational terms, this means that the algorithms are presented in contexts familiar to students, capable of promoting exploration and the actual reinvention of the algorithms themselves by students. In this article, we dis-cuss our approach to column addition and subtraction algorithms. We refer readers who are interested in instructional design within the framework of RME to Gravemeijer (1994) and Treffers (1991).

    Algorithms for column addition and subtractionOpinions vary regarding how the column algo-rithms for addition and subtraction should be presented in the primary school curriculum. There are those who advocate that students invent the algorithms by themselves, with little guidance from the teacher (Kamii and Joseph 1988), and those who favor direct and explicit teaching of the algorithms with few motiva-tional activities. Since algorithms are explicit recipes for carrying out certain procedures, students are prone to make mistakes in execut-ing the algorithms as they strive to remember details of their implementation, especially in the absence of context. Educational research shows that students who are exposed too early to the column algorithms are prone to make serious errors regarding the order of magnitude of the

    Research shows that exposing students to column algorithms too early contributes to their confusion about units, tens, and hundreds as illustrated by the student work below.

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  • www.nctm.org teaching children mathematics May 2011 543

    resulting digits (for instance, confusing units, tens, and hundreds). In other words, the errors in the application of the algorithms to numbers up to 100 can be traced back to a lack of under-standing of the relationship between tens and ones. Students tend to treat the tens and the ones columns as if they were completely inde-pendent of each other. This leads to errors in the application of the rules for regrouping (see, for instance, Dominick and Kamii 1989). This error is especially evident when subtracting smaller from larger, that is, when the subtrahend is larger than the minuend (see fig. 1). Further-more, some children show limited conceptual understanding of addition and subtraction of integers when compared to children who go through the development and application of strategies for mental addition and subtraction. For instance, in Dominick and Kamii (1989), one finds an assortment of the types of errors that second graders with some exposure to the algorithm for column addition make in solving three-digit addition problems. Perhaps readers can determine the source of errors that lead students to produce eight different answers (9308, 1000, 989, 986, 938, 906, 838, and 295) for the stated problem 7 + 52 + 186 = . Our experi-ence is that it is not uncommon for students with practice in mental arithmetic strategies to rearrange the problem into something like the following: 5 + 50 + 190 = 45 + 200 = 245.

    At an early stage in designing our curricular materials, it became evident that we needed an appropriate context within which students would be able to perform such operations as grouping by tens and exchanging tens and ones. Adapting an original idea of Paul Cobb and Erna Yackels from A Contextual Investigation of Three-Digit Addition and Subtraction (McClain, Cobb, and Bowers 1998) related to packing and unpacking candy in a candy factory, we provided an analogous context by designing activities concerning the packing and unpacking of cook-

    ies in a bakery setting. This context, proposed by the Dutch team (Gravemeijer, van Groenes-tijn, den Hertog, Carvalho de Figueiredo, and members of their support team at the FI), would allow students to construct the algorithms in a way that empowers them to make decisions related to figuring out what to do in particular problem situations as opposed to remembering what ought to be done. Observational experi-ences were carried out at the Carmen D. Ortiz school, and data were gathered regarding stu-dent understandingboth conceptual under-standing of numbers and operations as well as understanding of the algorithms themselves. The remainder of this article describes in more detail the context employed; discusses how this context developed into the usual column algo-rithms for addition and subtraction; and finally, contrasts our approach to other approaches used in teaching place value and the algorithms for column addition and subtraction proposed in the literature. We hope this discussion will give interested readers an indication of how to reproduce the present activities and procedures in their own classrooms.

    Scope and sequence For reasons that are not always well understood, the discussion of place value and the presenta-tion of the algorithms for column addition and subtraction occur early in American education. Early introduction of the column algorithms brings with it the danger that students will develop meaningless, error-prone routines. It is not uncommon to begin the study of place value in the first grade (with six-year-olds) and the discussion of the algorithms for column addition and subtraction in the second grade (with seven-year-olds). In sharp contrast, some European countries postpone teaching the column algorithms for addition and subtrac-tion until children gain more sophistication in formal mathematics. For instance, in the

    As they negotiate issues having to do with con-text, students actively engage in designing models and move from actual items to symbolic representations.

  • 544 May2011teaching children mathematics www.nctm.org

    Netherlands, students invest a significant amount of time practicing arithmetic number strategies for mental arithmetic, which are directly applied to addition and subtraction. In reference to the traditional algorithms on col-umn addition and subtraction, Treffers (1991, p. 48) states, In grades 1, 2, and 3 there is no room for the standard algorithms. He argues that mental arithmetic must be developed before students are able to handle the traditional column algorithms for addition and subtraction. Students are expected to learn the partitions of two-digit numbers that naturally arise in addi-tion and subtraction problems. In doing so, and in solving addition and subtraction problems, children are expected to use the natural count-

    ing strategies developed early in primary school (such as counting by doubles, by triples, by fives, counting on or counting back from multiples of five or multiples of ten, etc.). For instance,

    6+6is obtained by counting by doubles; 6+7 = (6 + 6) + 1 = 12 + 1 = 13 is almost

    counting by doubles; 112= 10 1 = 9 is calculated by counting

    back from ten; and 8+5= (8 + 2) + 3 = 10 + 3 = 13 is calculated by

    counting on to ten.

    Furthermore, in keeping with the strategy of developing mental arithmetic schemes for addi-tion and subtraction (such as the ones men-tioned), students are sometimes presented with problems in column form (in anticipation of the column algorithms) that require no-more-than or no-less-than rearrangements that can be treated with the discussed mental arithmetic techniques.

    For instance, to solve the subtraction prob-lem 23 17, a student can subtract three (or add two) to each number to obtain the equivalent and friendlier subtraction problems:

    23 20 25 17 14 19

    6 6

    Informal knowledge and nonstandard algorithmsIn solving column addition and subtraction problems of two or more digits, second graders are attracted to first handling the higher-order digits of the numbers being added or subtracted (Dominick and Kamii 1989). Childrens natural attraction toward the digits that they somehow regard as more important is a major obstacle for understanding the column algorithms. Such student behavior can be exploited to develop other algorithms for column addition and sub-traction that differ significantly with the usual algorithms for column addition and subtrac-tion. In solving the problem

    A book has 64 pages. I have read 37 pages.How many pages are left to read?

    Treffers (1991, p. 41) discusses the approach that students follow:

    Students track additions and subtractions, using the left columns of the inventory sheets to indicate the number of packaged cookies (tens) and the right columns for the number of single cookies.

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    In the following figure, an empty number line indicates one solution to the problem 64 37.

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  • www.nctm.org teaching children mathematics May 2011 545

    Add3 to get to 40; Add20 more to get to 60; and Add4 more to reach 64, for a total of

    2 + 20 + 4 = 27.

    Since teachers generally regard this as a sub-traction problem, some of them show amaze-ment when students who technically cannot subtract are able to solve the problem simply by counting forward. In fact, children can employ the strategy of counting from 37 to 64 to get the answer (which, incidentally, is the way that people calculated change before the age of computerized cash registers). Treffers then discusses models that can be used to represent this approach to subtraction, among them what he calls empty number lines (i.e., non- calibrated number lines) to represent the jumps in moving on the number line from 37 to 64 (1991, p. 42). Interested readers might examine Mathematics in Context: Number Tools (1997, p. 12) to see how the strategies for mov-ing on an empty number line are turned into the Jump, jump game, an intuitive model sug-gesting how to develop mental arithmetic while solving subtraction problems (see fig. 2).

    Cookie bakery contextAll activities designed for the two-digit column addition and subtraction for the second grade were placed in the setting of a cookie bakery run by a baker in charge of baking the cookies, and his wife, an accountant in charge of keeping the books. The bakery sells cookies individually, in packages of ten, and in boxes of ten packages. The idea is that the factory manager, Mrs. Book-keeper, must be able to quickly take inventory of cookies at the bakery at any given time. In this context, all counting activities (especially add-ing and subtracting the number of cookies) are linked to activities of packing and unpacking cookies. Students normally begin packing and unpacking activities using real cookies, snap cubes, or other manipulatives (phase 1: con-crete). They then proceed to making diagrams or drawings to represent problem situations in the bakery (phase 2: semi-concrete). Finally, students move to numerals to represent the number of cookies or number of packages in a given problem situation (phase 3: abstract). This progressive symbolizing and modeling of the packing of cookies within the cookie bakery

    context is tied to the decomposition of arith-metical units of different orders of magnitude (initially units and tens). Familiarity with such decompositions is certainly needed for the cor-rect implementation of the column addition and subtraction algorithms. Below is a sampling of typical questions that can arise in this context. The questions have to do with the different ways to pack a certain number of cookies. Expected answers will depend on the level of abstraction (the phase) that students have reached.

    Ifthe bakery sells approximately eight pack-ages of cookies daily, how many do they sell altogether?

    Keylahas five packages of ten cookies, and there are seven left. If she wants to complete eight packages, show how many cookies are needed.

    Onemorning, Mr. Baker discovers that three packages and twenty-three unpacked cookies are left at the bakery from the previous day. How many cookies must he bake to complete eight packages?

    Acustomer wants to buy three packages of cookies just before closing time. Mr. Baker does not know if there are sufficient cookies in the store. He notices a package of cookies and seven unpacked cookies on the counter. If there are fifteen freshly baked cookies just out of the oven, can he sell the three packages of cookies that the customer wants?

    The final stage in this process of progres-sive mathematization and symbolization is, of course, implementing the column algorithms. Certainly one of the most outstanding virtues of the context is that a table schemeoriginally designed for the convenience of Mrs. Book-keeper in her chore of keeping inventories of the cookies in the bakeryis transformed progres-sively into the usual column algorithms. Thus, the bakery scenario offers students all the added understanding that comes from the operations elicited by the model, such as the arithmetic decompositions that must be negotiated for keeping the bakery inventories. Figure 3 shows the sheets designed for keeping inventories, one for addition and one for subtraction. Note that the left-hand columns are used to indicate the number of packages of ten cookies, and the right-hand columns, for indicating the number

  • 546 May2011teaching children mathematics www.nctm.org

    of unpacked cookies. Clearly one can make inventories in the bakery warehouse, keeping track of the additions (which originate from the baker sending newly baked cookies) and sub-tractions (which arise from sending new cookies to display in the cookie store). Also clear is that those people who are in charge of the store dis-play can make their own inventories.

    Students are enticed to solve such inventory problems while teachers progressively decon-textualize the problem situations and do away with the inventory tables to get the conventional

    notation for column addition or subtraction. Students remember the cookie bakery meta-phor long after they study the algorithms; the context is excellent for empowering students to correctly solve column addition and subtrac-tion problems. The context allows students to solve problems related to the exchange of units and tens while adding or subtracting, and at the same time allows them to recognize the com-mon errors related to the confusion of digits of different orders of magnitude.

    Guided reinvention The cookie bakery context allows students to invent and apply the column algorithms for addition and subtraction. The process described allows them to go from contextual situations related to cookie packaging to abstract situa-tions having to do with the operations associ-ated with column addition and subtraction, especially with regrouping for addition and subtraction. This process provides an example of how the principle of guided reinvention works within RME.

    Typically, students are presented with famil-iar contextual situations to which they can relate through the informal mathematical knowledge that they bring with them to school. In our case, the context of the cookie bakery allows students to end up learning about exchanges between digits representing units and tens (and can be extended to hundreds for third graders) while trying to understand some issues that arise in a bakery. The context helps students avoid the mistakes associated with the rules for regroup-ing in addition and subtraction. It also averts the common mistake of subtracting smaller from larger when the subtrahend is larger than the minuend. According to the RME teaching methods, students actively engage in the design of models (such as the cookie bakery inventory sheets) to describe contextual situations, while negotiating issues having to do with packing and unpacking cookies in the bakery.

    This process yields a transition from using actual cookies and snap blocks to symbolizing cookie packages by means of drawings or as dig-its on an inventory sheet (see fig. 4). Thus, stu-dents typically begin using descriptive models to understand problem situations in the bakery context. These models turn progressively more abstract and end up being prospective models

    To understand problem situations within a context, students typically begin using descriptive models, which turn progressively more abstract and generate mathematical questions not envisioned in the original situation.

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    Reflect and discuss

    Contexts for column addition and subtractionReflective teaching is a process of self-observation and self-evaluation. It means looking at your classroom practice, thinking about what you do and why you do it, and then evaluating whether it works. By collecting information about what goes on in our classrooms and then analyzing and evaluating this information, we identify and explore our own practices and underlying beliefs.

    The following questions related to Contexts for column addition and subtrac-tion, by Jorge M. Lpez Fernndez and Aileen Velzquez Estrella, are suggested prompts to aid you in reflecting independently on the article, discussing it with your colleagues, and using the authors ideas to benefit your own classroom practice.

    1. On page 543, the authors challenge readers to determine the source of the errors that lead students to produce eight different answers (9308, 1000, 989, 986, 938, 906, 838, and 295) for the stated problem 7 + 52 + 186 = . Accept the challenge, then discuss your ideas with a colleague.

    2. Reflect on the student misconceptions that lead to such errors.

    3. Discuss various instructional strategies to help students resolve their misconceptions.

    Tell us how you used Reflect and discuss as part of your professional development. Submit letters to Teaching Children Mathematics at [email protected]. Include readers exchange in the subject line. Find more information at tcm.msubmit.net.

  • www.nctm.org teaching children mathematics May 2011 547

    capable of generating questions of mathemati-cal value not envisioned in the original contex-tual situation.

    Since a context underlies the use of the descriptive model as it gives rise to the prospec-tive model, students master the use of the latter (in our case, column addition and subtraction), even after it has been stripped of its original contexta useful skill indeed. For instance, performing a cookie operation that requires subtracting a smaller minuend from a sub-trahend is inconceivable; it just does not have any reasonable interpretation in the context of the cookie bakery. In the parlance of RME, the process of designing the descriptive model is horizontal mathematization, and the transition from the descriptive model to the prospective model is vertical mathematization (see fig. 5). Of course, RME instructional design capitalizes on this interaction between contexts and stu-dents capacity for symbolization to give reality to Freudenthals famous principle of guided

    reinvention. We refer interested readers to The Role of Contexts and Models in the Develop-ment of Mathematical Strategies and Procedures (Beishuizen, Gravemeijer, and van Lieshout 1997).

    Students use horizontal mathematization in the process of designing a descriptive model and vertical mathematization in transitioning from a descriptive model to a prospective model.

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    e 5

    Check outwww.nctm.org/elementary Lessons and activities Problems database Online articles Topic resources

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  • 548 May2011teaching children mathematics www.nctm.org

    ConclusionIntroducing familiar contexts to elementary school students can be useful in promoting understanding of the standard arithmetic algorithms of primary school education. The context described illustrates how the principle of guided reinvention can be articulated within the framework of RME to improve students understandingboth at a conceptual level as well as at an operational levelwhen imple-menting the traditional column algorithms for addition and subtraction. By learning the algorithms in this fashion, students are able to uncover a wide collection of abstract questions related to the exchange of units and tens and the use of the algorithms. Even out of context, the cookie bakery imagery, with its implicit operations and actions, somehow remains with the students.

    BIBLIOGRAPHYBeishuizen, Meindert, Koeno Gravemeijer, and

    Ernest van Lieshout. The Role of Contexts and Models in the Development of Mathematical Strategies and Procedures. Research in Math-ematics Education Series, no. 26, Freudenthal Institute, Utrecht University. Utrecht, the Neth-erlands: CD- Press, 1997.

    Dominick, Ann, and Constance Kamii. The Harm-ful Effects of Carrying and Borrowing in Grades 14. In New Directions for Elementary School Mathematics, 1989 Yearbook of the National Council of Teachers of Mathematics (NCTM), edited by Paul R. Trafton and Albert P. Shulte. Reston, VA: NTCM, 1989.

    Freudenthal, Hans. Revisiting Mathematics Educa-tion. China Lectures. Dordrecht, the Nether-lands: Kluwer Academic Publishers, 1991.

    Gravemeijer, Koeno P. E. Developing Realistic Math-ematics Education. Research in Mathematics Education Series, Freudenthal Institute, Utrecht University. Utrecht, the Netherlands: CD- Press, 1994.

    Gravemeijer, Koeno P. E., and Jan Terwel. Hans Freudenthal: A Mathematician on Didactics and Curriculum Theory. Journal of Curriculum Stud-ies 32, no. 6 (2000): 77796.

    Kamii, Constance, and Linda Joseph. Teaching Place Value and Double-Column Addition. Arithmetic Teacher 35, no. 6 (1988): 4852.

    Kamii, Constance, and Judith Rummelsburg. Arithmetic for First Graders Lacking Number

    Concepts. Teaching Children Mathematics 14, no. 7 (March 2008): 38994.

    Keijzer, Ronald. Teaching Formal Mathematics in Primary Education. Research in Mathematics Education Series, no. 45, Freudenthal Institute, Utrecht University. Utrecht, the Netherlands: CD- Press, 2003.

    Klein, Anton Steven. Flexibilization of Mental Arithmetic Strategies on a Different Knowledge Base. Research in Mathematics Education Series, no. 29, Freudenthal Institute, Utrecht University. Utrecht, the Netherlands: CD- Press, 1998.

    Mathematics in Context: Number Tools, vol. 1 (sup-ple ment). Chicago: Encyclopedia Britannica, 1997.

    McClain, Kay, Paul Cobb, and Janet Bowers. A Contextual Investigation of Three-Digit Addition and Subtraction. In The Teaching and Learning of Algorithms in School Mathematics, 1998 Yearbook of the National Council of Teachers of Mathematics (NCTM), edited by L. Morrow, pp. 14150. Reston, VA: NCTM, 1998.

    McCarron, Bev. Students Mediocre Test Scores Prompt State to Examine Different Curriculums. Press release. The Star Ledger, November 28, 2004.

    Rivera Arguinzoni, A. Estrepitosa Cada en Matemticas en las ltimas Pruebas Puertorrique-as. El Nuevo Da, March 18, 2010.

    Schoenfeld, Alan H. The Math Wars. Educational Policy 18, no. 1 (2004): 25386.

    Treffers, Adrian. Didactical Background of a Math-ematics Program for Primary Education in Realistic Mathematics Education in Primary School, On the Occasion of the Opening of the Freudenthal Insti-tute. Research in Mathematics Education Series, no. 9, Freudenthal Institute, Utrecht University. Utrecht, the Netherlands: CD- Press, 1991.

    Jorge M. Lpez Fernndez, jorgemar [email protected], teaches in the mathematics department of the University of Puerto Rico at the Ro Piedras campus. He is interested in the development of mathematical ideas as evidenced by the history of mathemat-ics. Aileen Velzquez Estrella, [email protected], teaches seventh- and eighth-grade mathemat-

    ics at Carmen D. Ortiz school in Aguas Buenas, Puerto Rico. She is interested in classroom research related to the ways that students learn mathematics in elemen-tary school.