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Contrasting Cases in Mathematics Lessons Support Procedural Flexibility and Conceptual Knowledge Jon R. Star Harvard University Bethany Rittle-Johnson Vanderbilt University EARLI Invited Symposium: Construction of (elementary) mathematical knowledge: New conceptual and methodological developments, Budapest, August 29, 2007 Acknowledgements • Funded by a grant from the United States Department of Education • Thanks to research assistants at Michigan State University and Vanderbilt University: – Kosze Lee, Kuo-Liang Chang, Howard Glasser, Andrea Francis, Tharanga Wijetunge, Holly Harris, Jen Samson, Anna Krueger, Heena Ali, Sallie Baxter, Amy Goodman, Adam Porter, and John Murphy 2 Comparison • Is a fundamental learning mechanism • Lots of evidence from cognitive science – Identifying similarities and differences in multiple examples appears to be a critical pathway to flexible, transferable knowledge • Mostly laboratory studies • Not done with school-age children or in mathematics (Gentner, Loewenstein, & Thompson, 2003; Kurtz, Miao, & Gentner, 2001; Loewenstein & Gentner, 2001; Namy & Gentner, 2002; Oakes & Ribar, 2005; Schwartz & Bransford, 1998) 3 Central tenet of math reforms • Students benefit from sharing and comparing of solution methods • “nearly axiomatic,” “with broad general endorsement” (Silver et al., 2005) • Noted feature of ‘expert’ math instruction • Present in high performing countries such as Japan and Hong Kong (Ball, 1993; Fraivillig, Murphy, & Fuson, 1999; Huffred-Ackles, Fuson, & Sherin Gamoran, 2004; Lampert, 1990; Silver et al., 2005; NCTM, 1989, 2000; Stigler 4 & Hiebert, 1999) “Contrasting Cases” Project • Experimental studies on comparison in academic domains and settings largely absent • Goal of present work – Investigate whether comparison can support learning and transfer, flexibility, and conceptual knowledge – Experimental studies in real-life classrooms – Computational estimation (10-12 year olds) – Algebra equation solving (13-14 year olds) 5 Why algebra? • Area of weakness for US students; critical gatekeeper course • Particular focus: Linear equation solving • Multiple strategies for solving equations – Some are better than others – Students tend to memorize only one method • Goal: Know multiple strategies and choose the most appropriate ones for a given problem or circumstance 6 Solving 3(x + 1) = 15 Strategy #1: 3(x + 1) = 15 3x + 3 = 15 3x = 12 x=4 Strategy #2: 3(x + 1) = 15 x+1=5 x=4 7 Similarly, 3(x + 1) + 2(x + 1) = 10 Strategy #1: 3(x + 1) + 2(x + 1) = 10 3x + 3 + 2x + 2 = 10 5x + 5 = 10 5x = 5 x=1 Strategy #2: 3(x + 1) + 2(x + 1) = 10 5(x + 1) = 10 x+1=2 x=1 8 Why estimation? • Widely studied in 1980’s and 1990’s; less so now • Viewed as a critical part of mathematical proficiency • Many ways to estimate • Good estimators know multiple strategies and can choose the most appropriate ones for a given problem or circumstance 9 Multi-digit multiplication • Estimate 13 x 44 – “Round both” to the nearest 10: 10 * 40 – “Round one” to the nearest 10: 10 * 44 – “Truncate”: 1█ * 4█ and add 2 zeroes • Choosing an optimal strategy requires balancing – Simplicity - ease of computing – Proximity - close “enough” to exact answer 10 Flexibility is key in both domains • Students need to know a variety of strategies and to be able to choose the most appropriate ones for a given problem or circumstance • In other words, students need to be flexible problem solvers • Does comparison help students to become more flexible? 11 Intervention • Comparison condition – compare and contrast alternative solution methods • Sequential condition – study same solution methods sequentially 12 Comparison condition 13 Sequential condition 14 Outcomes of interest • Procedural knowledge • Conceptual knowledge • Flexibility 15 Procedural knowledge • Familiar: Ability to solve problems similar to those seen in intervention Algebra Estimation -1/4(x - 3) = 10 Estimate: 12 * 24 5(y - 12) = 3(y - 12) + 20 Estimate: 37 * 17 • Transfer: Ability to solve problems that are somewhat different than those in intervention Algebra Estimation 0.25(t + 3) = 0.5 Estimate: 1.92 * 5.08 -3(x + 5 + 3x) = 5(x + 5 + 3x) = 24 Estimate: 148 ÷ 11\ 16 Conceptual knowledge • Knowledge of concepts Algebra Estimation If m is a positive number, which of these is equivalent to (the same as) m + m + m + m? (Responses are: 4m; m4; 4(m + 1); m + 4) What does “estimate” mean? For the two equations: 213x + 476 = 984 213x + 476 + 4 = 984 + 4 Without solving either equation, what can you say about the answers to these equations? Explain your answer. Mark and Lakema were asked to estimate 9 * 24. Mark estimated by multiplying 10 * 20 = 200. Lakema estimated by multiplying 10 * 25 = 250. Did Mark use an OK way to estimate the answer? Did Lakema use an OK way to estimate the answer? (from Sowder & Wheeler, 1989) 17 Flexibility • Ability to generate, recognize, and evaluate multiple solution methods for the same problem (e.g., Beishuizen, van Putten, & van Mulken, 1997; Blöte, Klein, & Beishuizen, 2000; Blöte, Van der Burg, & Klein, 2001; Star & Seifert, 2006; Rittle-Johnson & Star, 2007) • “Independent” measure – Multiple choice and short answer assessment • Direct measure – Strategies on procedural knowledge items 18 Flexibility items (independent measure) Algebra Solve 4(x + 2) = 12 in two different ways. For the equation 2(x + 1) + 4 = 12, identify all possible steps (among 4 given choices) that could be done next. A student’s first step for solving the equation 3(x + 2) = 12 was x + 2 = 4. What step did the student use to get from the first step to the second step? Do you think that this way of starting this problem is (a) a very good way; (b) OK to do, but not a very good way; (c) Not OK to do? Explain your reasoning. 19 Flexibility items (independent measure) Estimation Estimate 12 * 36 in three different ways. Leo and Steven are estimating 31 * 73. Leo rounds both numbers and multiplies 30 * 70. Steven multiplies the tens digits, 3█ * 7█ and adds two zeros. Without finding the exact answer, which estimate is closer to the exact value? Luther and Riley are estimating 172 * 234. Luther rounds both numbers and multiplies 170 * 230. Riley multiplies the hundreds digits 1█ █ * 2█ █ and adds four zeros. Which way to estimate is easier? 20 Method • Algebra: 70 7th grade students (age 13-14)* • Estimation: 158 5th-6th grade students (age 10-12) • Pretest - Intervention (3 class periods) - Posttest – Replaced lessons in textbook • Intervention occurred in partner work during math classes – Random assignment of pairs to condition • Students studied worked examples with partner and also solved practice problems on own *Rittle-Johnson, B, & Star, J.R. (2007). Does comparing solution methods facilitate conceptual and procedural knowledge? An experimental study on learning to solve equations. Journal of Educational Psychology, 99(3), 561-574. 21 Results • Procedural knowledge • Flexibility – Independent measure – Strategy use • Conceptual knowledge 22 Procedural knowledge Students in the comparison condition made greater gains in procedural knowledge. Procedural Gain Score (Post - Pre) Sequential 0.5 Compare 0.4 0.3 0.2 0.1 0 Familiar Algebra Transfer Familiar Transfer Estimation 23 Flexibility (independent measure) Students in the comparison condition made greater gains in flexibility. Flexibility Gain Score (Post - Pre) 0.5 Sequential Compare 0.4 0.3 0.2 0.1 0 24 Algebra Estimation Flexibility in strategy use (algebra) Strategies used on procedural knowledge items: 25 Conceptual knowledge Comparison and sequential students achieved similar and modest gains in conceptual knowledge. Conceptual Gain Score (Post - Pre) 0.5 Sequential Compare 0.4 0.3 0.2 0.1 0 Algebra Estimation 26 Overall • Comparing alternative solution methods rather than studying them sequentially – Helped students move beyond rigid adherence to a single strategy to more adaptive and flexible use of multiple methods – Improved ability to solve problems correctly 27 Next steps • What kinds of comparison are most beneficial? – Comparing problem types – Comparing solution methods – Comparing isomorphs • Improving measures of conceptual knowledge 28 Thanks! You can download this presentation and other related papers and talks at http://gseacademic.harvard.edu/~starjo Jon Star Bethany Rittle-Johnson [email protected] [email protected] 29