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Click to read the earlier posts in this series: Understanding Math, Part 1: A Cultural Problem; Understanding Math, Part 2: What Is Your Worldview?; and Understanding Math, Part 3: Is There Really a Difference?

In this post, we consider the first of three math rules that most of us learned in middle school.

• Area of a rectangle = length × width

Instrumental Understanding: Math as a Tool

The instrumental approach to explaining such rules is for the adult to work through a few sample problems and then give the students several more for practice.

In a traditional lecture-and-workbook style curriculum, students apply the formula to drawings on paper. Under a more progressive reform-style program, the students may try to invent their own methods before the teacher provides the standard rule, or they may measure and calculate real-world areas such as the surface of their desks or the floor of their room.

Either way, the ultimate goal is to define terms and master the formula as a tool to calculate answers.

Richard Skemp describes a typical lesson:

Suppose that a teacher reminds a class that the area of a rectangle is given by A=L×B. A pupil who has been away says he does not understand, so the teacher gives him an explanation along these lines. “The formula tells you that to get the area of a rectangle, you multiply the length by the breadth.”

“Oh, I see,” says the child, and gets on with the exercise.

If we were now to say to him (in effect) “You may think you understand, but you don’t really,” he would not agree. “Of course I do. Look; I’ve got all these answers right.”

Nor would he be pleased at our devaluing of his achievement. And with his meaning of the word, he does understand.

As the lesson moves along, students will learn additional rules.

For instance, if a rectangle’s length is given in meters and the width in centimeters, we must convert them both to the same units before we calculate the area. Also, our answer will not have the same units as our original lengths, but that unit with a little, floating “2” after it, which we call “squared.”

Each lesson may be followed by a section on word problems, so the students can apply their newly learned rules to real-life situations.

Relational Understanding: Math as a Connected System

In contrast, a relational approach to area must begin long before the lesson on rectangles.

Again, this can happen in a traditional, teacher-focused classroom or in a progressive, student-oriented, hands-on environment. Either way, the emphasis is on uncovering and investigating the conceptual connections that lie under the surface and support the rules.

We start by exploring the concept of measurement: our children measure a path along the floor, sidewalk, or anywhere we could imagine moving in a straight line. We learn to add and subtract such distances. Even if our path turns a corner or if we first walk forward and then double back, it’s easy to figure out how far we have gone.

But something strange happens when we consider distances in two different directions at the same time — measuring the length and width of the dining table automatically creates an invisible grid.

In measuring the length of a rectangular table, we do not find just one point at any given distance. There is a whole line of points that are one foot, two feet, or three feet from the left side of the table.

And measuring the width shows us all the points that are one, two, or three feet from the near edge. Now our rectangular table is covered by virtual graph paper with squares the size of our measuring unit.

The length of the rectangle tells us how many squares we have in each row, and the width tells us how many rows there are. As we imagine this invisible grid, we can see why multiplying those two numbers will tell us how many squares there are in all.

That is what the word area means: the area of a tabletop is the number of virtual-graph-paper squares it takes to cover it up, which is why our answer will be measured in square units.

Making Sense of Mixed Units

What if we measured the length in meters and the width in centimeters?

With a relational understanding of area, even a strange combination of units can make sense. Our invisible grid would no longer consist of squares but of long, thin, rectangular centimeter-meters. But we could still find the area of the tabletop by counting how many of these units it takes to cover it.

Square units aren’t magic — they’re just easier, that’s all.

Click to continue reading Understanding Math, Part 5: Multiplying Fractions…

CREDITS: “Framed” photo (top) by d_pham via Flicker</a (CC BY 2.0, text added)>. This is the fourth post in my Understanding Math series, adapted from my book Let’s Play Math: How Families Can Learn Math Together—and Enjoy It, available at your favorite online book dealer.

Click here to read Part 1: Understanding Math: A Cultural Problem.

Educational psychologist Richard Skemp popularized the terms instrumental understanding and relational understanding to describe these two ways of looking at mathematics. It is almost as if there were two unrelated subjects, both called “math” but as different from each other as American football is from the game the rest of the world calls football.

Which of the following sounds the most like your experience of school math? And which type of math are your children learning?

Instrumental Understanding: Math as a Tool

Every mathematical procedure we learn is an instrument or tool for solving a certain kind of problem. To understand math means to know which tool we are supposed to use for each type of problem and how to use that tool — how to categorize the problem, remember the formula, plug in the numbers, and do the calculation. To be fluent in math means we can produce correct answers with minimal effort.

Primary goal: to get the right answer. In math, answers are either right or wrong, and wrong answers are useless.
Key question: “What?” What do we know? What can we do? What is the answer?
Values: speed and accuracy.
Method: memorization. Memorize math facts. Memorize definitions and rules. Memorize procedures and when to use them. Use manipulatives and mnemonics to aid memorization.
Benefit: testability.

Instrumental instruction focuses on the standard algorithms (the pencil-and-paper steps for doing a calculation) or other step-by-step procedures. This produces quick results because students can follow the teacher’s directions and crank out a page of correct answers. Students like completing their assignments with minimal struggle, parents are pleased by their children’s high grades, and the teacher is happy to make steady progress through the curriculum.

Unfortunately, the focus on rules can lead children to conclude that math is arbitrary and authoritarian. Also, rote knowledge tends to be fragile, and the steps are easy to confuse or forget. Thus those who see math instrumentally must include continual review of old topics and provide frequent, repetitive practice.

Relational Understanding: Math as a Connected System

Each mathematical concept is part of a web of interrelated ideas. To understand mathematics means to see at least some of this web and to use the connections we see to make sense of new ideas. Giving a correct answer without justification (explaining how we know it is right) is mere accounting, not mathematics. To be fluent in math means we can think of more than one way to solve a problem.

Primary goal: to see the building blocks of each topic and how that topic relates to other concepts.
Key questions: “How?” and “Why?” How can we figure that out? Why do we think this is true?
Values: logic and justification.
Method: conversation. Talk about the links between ideas, definitions, and rules. Explain why you used a certain procedure, and explore alternative approaches. Use manipulatives to investigate the logic behind a technique.
Benefit: flexibility.

Relational instruction focuses on children’s thinking and expands on their ideas. This builds the students’ ability to reason logically and to approach new problems with confidence. Mistakes are not a mark of failure, but a sign that points out something we haven’t yet mastered, a chance to reexamine the mathematical web. Students look forward to the “Aha!” feeling when they figure out a new concept. Such an attitude establishes a secure foundation for future learning.

Unfortunately, this approach takes time and requires extensive personal interaction: discussing problems, comparing thoughts, searching for alternate solutions, and hashing out ideas. Those who see math relationally must plan on covering fewer new topics each year, so they can spend the necessary time to draw out and explore these connections. Relational understanding is also much more difficult to assess with a standardized test.

What constitutes mathematics is not the subject matter, but a particular kind of knowledge about it.

The subject matter of relational and instrumental mathematics may be the same: cars travelling at uniform speeds between two towns, towers whose heights are to be found, bodies falling freely under gravity, etc. etc.

But the two kinds of knowledge are so different that I think that there is a strong case for regarding them as different kinds of mathematics.

—Richard R. Skemp

For Further Reading

• The difference between instrumental and relational understanding
• Richard Skemp’s Relational Understanding and Instrumental Understanding
• Instrumental vs. Relational: Student Response

Click to read Part 3: Is There Really a Difference?

CREDITS: “Humphreys High School Football” photo (top) by USAG- Humphreys via Flicker, and “Performing in middle school math class” (middle) by woodleywonderworks via Flicker all (CC BY 2.0). “I Can Explain My Thinking” poster by Nicole Ricca via Teachers Pay Teachers. “Snow globe” photo by Robert Couse-Baker via Flickr (CC BY 2.0, text added).

This is the second post in my Understanding Math series, adapted from my book Let’s Play Math: How Families Can Learn Math Together—and Enjoy It, available at your favorite online book dealer.

All parents and teachers have one thing in common: we want our children to understand and be able to use math. Counting, multiplication, fractions, geometry — these topics are older than the pyramids.

So why is mathematical mastery so elusive?

The root problem is that we’re all graduates of the same system. The vast majority of us, including those with the power to shape reform, believe that if we can compute the answer, then we understand the concept; and if we can solve routine problems, then we have developed problem-solving skills.

—Burt Furuta

The culture we grew up in, with all of its strengths and faults, shaped our experience and understanding of math, as we in turn shape the experience of our children.

Six Decades of Math Education

Like any human endeavor, American math education — the system I grew up in — suffers from a series of fads:

• I lived through the experiment with hyper-abstract New Math in the 1960s,

• …which led to the reactionary Back to Basics movement of the 1970s and 80s.

• In the last part of the twentieth century, Reform Math focused on problem solving, discovery learning, and student-centered methods.

• But Reform Math brought calculators into elementary classrooms and de-emphasized pencil-and-paper arithmetic, setting off a “Math War” with those who argued for a more traditional approach.

• Now, policymakers in the U.S. are debating the Common Core State Standards initiative. These guidelines attempt to blend the best parts of reform and traditional mathematics, balancing emphasis on conceptual knowledge with development of procedural fluency.

The “Standards for Mathematical Practice” encourage us to make sense of math problems and persevere in solving them, to give explanations for our answers, and to listen to the reasoning of others‌—‌all of which are important aspects of mathematical understanding.

But the rigid way in which the Common Core standards have been imposed and the ever-increasing emphasis on standardized tests seem likely to sabotage any hope of peace in the Math Wars.

What Does It Mean to “Understand Math”?

Through all the math education fads, however, one thing remains consistent: even before they reach the schoolhouse door, students are convinced that math is all about memorizing and following arbitrary rules.

Understanding math, according to popular culture‌—‌according to movie actors, TV comedians, politicians pushing “accountability,” and the aunt who quizzes you on your times tables at a family gathering‌—‌means knowing which procedures to apply so you can get the correct answers.

But when mathematicians talk about understanding math, they have something different in mind. To them, mathematics is all about ideas and the relationships between them, and understanding math means seeing the patterns in these relationships: how things are connected, how they work together, and how a single change can send ripples through the system.

Mathematics is the science of patterns. The mathematician seeks patterns in number, in space, in science, in computers, and in imagination. Theories emerge as patterns of patterns, and significance is measured by the degree to which patterns in one area link to patterns in other areas.

—Lynn Arthur Steen

Click here to read Understanding Math, Part 2: What Is Your Worldview?

CREDITS: “Thinking” photo (top) by Klearchos Kapoutsis via Flicker and “Math on a Slate” (middle) by Pranav via Flicker (CC BY 2.0). “I Can Model Problems” poster by Nicole Ricca via Teachers Pay Teachers. “Math Homework” photo (bottom) by tracy the astonishing via Flickr (CC BY-SA 2.0, text added).

This is the first post in my Understanding Math series, adapted from my book Let’s Play Math: How Families Can Learn Math Together—and Enjoy It, available at your favorite online book dealer.