Three Ways Kids Might Think About 3 – (-5)

On Friday, I asked my Algebra 1 students to make sense of 3 – (-5) and problems like it. This is the holy grail of integer instruction. It’s the hardest type of problem to make sense of, harder than (-5) – (-3), harder even than (-3) – (-5).

My students had two productive ways to make sense of 3 – (-5), and it seems to me there’s at least another way they didn’t use. That makes three ways to think about 3 – (-5). Maybe there are more ways out there, but we’re constrained by the ways in which it makes sense to think about subtraction, so the possibilities aren’t endless.

What are these three ways to make sense of subtraction? Subtraction can be seen as a “Take Away,” “Compare,” or “Additive Inverse” operation. Here’s what I mean by each, as applied to 10 – 2:

  1. 10 – 2 might mean “you start with 10 things, you take away 2 of them.” It’s dynamic, meaning, there’s change, action. This is how most of our young friends think about subtraction.
  2. You might also think of 10 – 2 as a comparison between two quantities, “how much more 10 things is than 2 things.” Older students are sometimes taught to interpret this as the distance from 2 to 10. Either way, there is no action, rather there is a measurement in place of change.
  3. Finally, you might think of subtraction as doing the opposite of addition. 10 – 2 means, then, do the opposite of what 10 + 2 does. 10 + 2 means (whatever it means but possibly) you add 2 more to 10, so 10 – 2 means take 2 away from 10.

My students adapted the “take away” and “additive inverse” to make sense of 3 – (-5). They might have used comparison, but they didn’t. Here’s what those first two models looked like:

Take Away:

Here’s one way to use the take away interpretation for 3 – (-5).

You start with 3 positives. Really, though, we’re going to want to think of this as starting not with 3 positives but with a net charge of positive 3.

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And this is still a net charge of positive 3…

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Now, take away 5 negatives. Or, take away a charge of -5? Anyway…

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…now you have 8. Tada!

Kids in my class weren’t explicit about that middle step, but they referred to it obliquely. They said things like, “well you have to imagine a lot of negatives and positives hanging around there.” I’ve seen curricula where you talk about a soup of charges. That works!

Of course, this needn’t be a model limited to charges. Swap charges with money/debt, or with helium/sandbags, floats/anchors. While kids might have different familiarity or comfort with different contexts, they all seem to help support the same kind of thinking.

Opposite of Addition

My heart’s with this one. I think it’s very promising.

It depends on knowing what 3 + (-5) is, because the idea is that 3 – (-5) should do the opposite of it.

So, when presented with 3 – (-5), you think, OK, what does 3 + (-5) do. Oh, that’s the same thing as moving to the left/taking away from 3:

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Now grounded, you reason that 3 – (-5) does the opposite. So it makes 3 more positive, moves to the right, etc.

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(N started talking about this in class in a mumbled way that I didn’t completely understand. Then, later, I offered the number line representation on the board, presenting it as a way that no one had mentioned yet. But N said, “That’s exactly what I was saying!” I found that heartening.)

Comparision

This is where the word problems can come, in full force. How much does the temperature change if it starts at -4 and moves to 10? What’s the difference in elevation between -10 and 20?

I’ve claimed before that kids don’t tend to come into their work with this interpretation of subtraction in their back pockets. That’s fine, it still works, potentially.

You say, 3 – (-5) means “how do you get from (-5) to 3?” The answer is, you add 8 to (-5).

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Why does 3 – (-5) mean getting from (-5) to 3? Not much we can say here, ‘cept that it’s consistent with 5 – 2.

Comparison seems like the least promising interpretation for me, but, hey, some people seem to swear by it.

Like I said, my heart is with the additive inverse approach at the moment. My representation of it was triggered my by kids’ work with a problem from Transition to Algebra (which I recommend highly). This was the problem, and I think it helped my students develop the ideas needed for that additive inverse interpretation:

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I can’t believe I didn’t realize you could think of subtracting negatives like this

A week ago, I thought I knew all the ways that kids could and would think about subtracting negatives. Then this happened and my world is a brighter place.

Today in class I asked kids to solve these in their heads, and to share how they thought about them:

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The big question in my mind was, do kids make sense of (-5) – (-1) as taking one negative away from five negatives? In short, the answer was “yes.”

As I often do when I want to talk about strategies, I asked kids to shout out the numerical answer they got to (-5) – (-1) right away so it would be out of the way. Then, I asked for strategies.

The first strategy shared was the “two negatives make a positive” and variations on that. Then I called on J:

If 5 – 1 = 4, then you just flip the signs to get (-5) – (-1) = -4.

OK, great! Why? J struggled to articulate the reasoning. N stepped up to the plate, and put it plainly:

It’s like taking 1 negative away from 5 negatives.

L asked for clarification. N offered it. L, who hadn’t had a way to make sense of this, had a moment. I asked her to revise her quiz later in class, and she had no issue applying this reasoning to the relevant subtraction problems on the quiz.

Great!

Every new strategy delimits a problem type, because every strategy works for some problems and not others. The type of arithmetic problems that the above strategy (let’s call it “Taking Like from Like” or “Whole Number Analogy”) helps with is fairly specific:

  • It works for (-5) – (-1) = (-4), but it doesn’t quite work well for (-1) – (-5) = (-4). You can’t really think of that as taking 5 negatives away from 1 negative without running into some issues.
  • Of course, the model can be stretched to encompass (-1) – (-5), just as all models can. You just say you get -4 negatives. I wonder if my kids will find that useful? I don’t expect that it will, but I would love to be surprised!
  • So the problem type this “Taking Like From Like” works for is subtracting a negative from a negative where the first term is larger than the second. It’s not really a useful interpretation for 5 – (-1) or (-1) – 5.

If we’re wondering what contexts could help develop this “Taking Like from Like” reasoning, they would have to be contexts in which this strategy is easier to come up with. Then the plan would be to draw on experiences with these contextualized problems in making sense of the formal arithmetic.

So, what sorts of contexts could support this? Elevation seems useless here, since the elevations aren’t really objects in the sense needed to “take away a negative from a negative.” For the same reason, temperature seems useless here. Money might be helpful here, since if you’re adding debt with debt (and savings with savings) you’re essentially adding/subtracting like from like. Maybe a problem such as “You owe 5 dollars and then someone takes $2 of IOUs away. How much do you owe?” would do the trick? Particles/charge problems, I think, are the most promising here. Both because the context unambiguously involves negatives and also because it’s easy to represent taking those charges away.

In sum: “Taking Like From Like” is a powerful strategy; it helps for (-a) – (-b) where |a| > |b|; particle/charge problems (and maybe debt/savings problems) can help support the development of this strategy by furnishing students with contexts they can later turn into metaphors and interpretations.

5 – (-2): Taking Away -2 from 5 , or Comparing -2 and 5?

In Kent’s post (clicky), he detailed four major contexts that are commonly used to help students get a handle on negative arithmetic:

  1.       Elevation
  2.       Temperature
  3.       Money
  4.       Piles and Holes

These are contexts, though, not problem types. A single context might contain lots of different problem types, some of which might have nothing to do with negative numbers at all.

How can we turn Kent’s contexts into problem types?

I often come back to Children’s Mathematics and CGI (clicky) as a model for this sort of work. Their work focused on the addition/subtraction word problems that students solve in elementary school. So, no negative numbers in sight. Still, maybe their categories could be helpful to us here. Here they are:

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The differences between some of the CGI problem types are somewhat subtle. For example, consider the difference (offered in Children’s Mathematics) between Join, Separate, Part-Part-Whole and Compare problems:

Join problems involve a direct or implied action in which a set is increased by a particular amount…[Example:] 4 birds were sitting in a tree, 8 more birds flew onto the tree. How many birds were in the tree then.”  

Separate problems are similar to Join problems in many respects. There is an action that takes place over time, but in this case the action in the problem is one in which the initial quantity is decreased rather than increased…[Example:] Colleen had 13 pencils. She gave 4 pencils to Roger. How many pencils does Colleen have left?””

Part-Part-Whole (PPW) problems involve static relationships among a particular set and its two disjoint subsets. Unlike the Join and Separate problems, there is no direct or implied action, and there is no change over time…[Example:] 8 boys and 7 girls were playing soccer. How many children were playing soccer?”

Compare problems, like Part-Part-Whole problems, involve relationships between quantitites rather than a joining or separating action, but Compare problems involve the comparision of two distinct, disjoint sets rather that the relationship between a set and its subsets…[Example:] Mark has 8 mice, Joy has 12 mice. Joy has how many more mice than Mark?”

The key difference between Join and PPW problems is mirrored by the difference between Separate and Compare problems. That key difference is an action that kids can represent, and the absence of any such action. In a Join problem, Tom gets more apples, while in PPW instead we’d just want to know how many apples Tom and Jane together have. In Separate Tom loses some apples, while in Compare we just want to know how many more apples Jane has than Tom.

I tried to come up with some integer word problems that map the Join/PPW and Separate/Compare distinctions. Here’s what I came up with:

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If you think the above table makes sense, read it again. I’ve read through these word problems over and over, and I’ve lost a lot of confidence that the distinction between Join/PPW and Separate/Compare makes a ton of sense with integers. Why not? A few reasons:

  • The whole point of the Join/PPW distinction is that kids can come up with strategies for Join that take advantage of representing the action. For example, kids might draw a picture of Tom having 5 apples, then they’d draw a few more apples to Tom’s picture-pile. Though it’s formally tenable, that representation is harder to come up with in PPW problems because the action isn’t staring you in the face. But is the action really staring you in the face when we’re talking about “getting more debt” or “adding particles”? Do kids obviously know how to represent these actions?
  • Also, do older kids have the same hang-ups over different sorts of addition and subtraction story problems? I don’t know.
  • It’s incredibly difficult to pin these down as negative number word problems, because kids will solve many of them by using whole numbers to model the scenario. It’s possible to think of the net worth of someone with $2 in debt and $5 in savings as 5 – 2, not 5 + (-2). Which gets at an important point: integer arithmetic is used to represent scenarios. The word problems should not be seen as representations of the arithmetic. That’s getting things badly backwards.
  • There is a ton of difference between these word problems depending on the magnitude and particular values involved. Maybe it’s more important to track the differences between word problems with different values than it is to track the stories presented in the problems?

Despite all these worries, I think there might be something salvageable in the distinction between Separate/Compare and Join/PPW. It seems to me much easier to come up with integer word problems that are clearly Compare and PPW than Separate and Join problems. And Join is easier than Separate. Really, I find it tricky to find problems that Separate problems that I think really are well represented by negative arithmetic.

Even that’s not quite right, because it’s fairly easy to find word problems that involve taking a positive quantity away from some starting quantity. What’s tricky to find are non-ridiculous story problems that involve taking away a negative quantity.

Of course this was going to be the hard part. We can come up with Compare problems all day that can be represented as a- (-b) (differences in elevation, differences in net worth, differences in temperature, etc.). The hard thing is finding Separate problems that don’t sound ridiculous and contrived that can be modeled as a – (-b).

Here’s my concluding take: there’s a basic tension in the way teachers and curriculum writers approach integer work. Everyone knows that the trickiest thing to make sense of is subtracting a negative quantity, as in a – (-b). Educators either take a Separate or a Compare approach to this sense-making, and there are trade-offs and advantages to each approach.

Go with Compare: There are lots and lots of Compare problems that can be represented as a – (-b). The problem is that kids primarily think of subtraction as taking away, not comparing. Teachers who go with Compare as their instructional strategy have to spend a lot of time helping students understand subtraction as comparison in non-negative contexts. The other disadvantage is that there’s an essentially arbitrary thing to remember about the Compare interpretation of subtraction, and that’s the sign. Is 5 – (-2) going to be 7 or -7? Are we starting from (-2) or 5?

If you go with “Compare,” you spend a lot of your time building the Compare conception of subtraction.

Go with Separate: When kids make sense of subtraction, they usually interpret subtraction as Separate. Huzzah! The problem is that it’s very hard to formulate Separate word problems that (a) involve subtracting a negative quantity and (b) make any sense at all and (c) preserve subtraction. Possible, but it’s a narrow path to take. Yes, cutting off 5 sandbags can be modeled as subtracting -5, but students won’t necessarily see this.

The difficulty of finding contexts that support the finicky notion of taking away a negative quantity means you often are stuck working in relatively few contexts, which is sub-optimal for building understanding. (Imagine learning to add whole numbers but only working in apple scenarios! You would probably have trouble with non-apple problems.) If you want to use students’ Separate understandings of subtraction, you’re spending a lot of time driving home the connection between your context and integer subtraction, since you can’t depend on students’ drawing connections across many different contexts or their naturally seeing their word problem work as connected to integer arithmetic.

If you go with “Separate,” you spend a lot of your time driving home the connection between your context and subtraction.

There are a few ways to end this line of thought. One is, “and that’s why Separate problems are so important!” Another is the same, swap “Compare” with “Separate.” A third is a sort of pessimism of the value of word problems for supporting integer arithmetic. I’m leaning towards pessimism at the moment, but we’ll see if that sticks!

How I Learned Something About Negative Integers

Apologies, Kent, for not posting my response to your piece yet. It’s in the works. Part of the reason why I haven’t responded is (sick baby/jewish holidays/new school year/baby gets sick again) your normal life stuff. But I also feel like my understanding of integers is changing every few days right now. I need to capture a bit of learning I’ve had over the past week or so, to remember what this sort of learning about teaching math can be like.

This is a story about how I learned something new about how kids can think about subtracting negatives.

It started two weeks ago. I asked my Algebra 1 kids to answer some questions about integer addition/subtraction (taken from the Shell Center).

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I was talking about this in the math office, and two other Algebra I teachers decided to give the assessment to their classes and (knowing the nerd that I am) share the results with me. There was one thing that I was truly surprised to find. I liked it so much, I tweeted about it:

(I think it’s really important to this story that I was genuinely surprised by this.)

I explained this to myself as a fairly sophisticated understanding of negative numbers. When I imagined what it would look like in class, I imagined relating the idea that (-8) – (-3) = (-5) to the idea that you can multiply both sides of an equation by -1. I thought to myself, hmm, that would be tricky to bring up in class, but it’s a very cool, sophisticated way to think about it.

I moved on, though the idea was still in the back of my head.

(I think it’s really important to this story that I am actively engaged in an attempt to better understand teaching/learning negative arithmetic with Kent. If I wasn’t engaged in this project, I might never have gone any further.)

The next step was murky. I was teaching my kids negative numbers (a little bit here and there, never our main curricular focus) and I was also reading articles and swapping emails with Kent.

Last night I threw out a question on twitter:

Kevin Moore, a researcher, replied with some names of researchers who work on understanding how kids think about negative arithmetic. This pointed me to Project Z, a big CGI-style research project about how kids think about negative arithmetic before and after formal instruction.

After a few hours of poking around (I got really into it!) I landed on this video of a kid (“Jacob”) thinking about -7 – x = -5.

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Here’s the key part of his thinking, the thing that excited and surprised me:

  • He takes 5 cubes, counts them. “Pretend this is negative 5.”
  • Puts 2 more cubes on top. “Plus 2.
  • Then he says a bunch of interesting, incomplete sentence stuff.
  • “7 – 2 = 5.”
  • After some thinking, he writes, cautiously, “(-7) – (-2) = (-5).”

That made sense with something I had seen the Project Z researchers describe in a handout. They’d call this “analogical reasoning,” where the analogy is between negative numbers and whole numbers.

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Now, I’m not saying this is some genius clicking on my part. But I was genuinely and honestly excited and surprised by all this. And it made me realize that the thing I had seen the kid do on the Shell Center assessment probably wasn’t the sophisticated equation manipulating that I saw. Probably, instead, they were describing some analogical thinking.

All this is making me realize that I’d never encouraged or helped my students think about negative numbers in this way. Would it work for every case? No, of course not, but thinking about (-8) – (-3) is hard enough for kids that having a way to think about it would be immensely helpful.

Then I connected this with a feeling I’ve had for a while. When looking at contexts for negative numbers with Kent I’ve felt that there really can’t be just one approach, that at best we’d need some sort of case-by-case instruction. Different models, analogies, strategies are helpful for different types of integer problems.

I had thought this through for contexts, but I hadn’t connected it with contextless thinking about negative numbers. With this, I was able to make a connection to what I know about teaching whole number arithmetic in early grades. I tweeted about it:

This has implications for my teaching of integers. I have a new strategy I can throw into the mix, new strategy I can keep my eyes out for in student work. I have a new focus for integer subtraction.

There’s always the meta-question: what allowed this learning to happen? Here’s what I’m seeing as significant in this story:

  • Having a project helped.
  • That the project was about student thinking about a particular topic was important for a lot of reasons. First, it’s the sort of thing different teachers on twitter can reasonably talk about. Second, student thinking about particular topics has obvious implications for teaching. Third, it’s something that researchers also work on, so I was able to be connected to Project Z by Kevin.
  • It was important, I think, to be surprised. To be surprised you have to have expectations, though. I think my expectations were formed by looking at the large collection of student responses to the Shell Center task. That made this kid’s work stand out.
  • I didn’t really understand the research until I watched the video of Jacob working on -7 – x = -5. I was surprised by that because I had tried to explain the surprising thing before.
  • Being on twitter helped for two reasons in this process. First, twitter helped me to mark a that initial observation of (-8) – (-3) = (-11) as surprising. I used twitter as a sort of bookmark for an interesting idea. Second, without twitter Kevin wouldn’t have shared Project Z with me.

This story is about changing the way I see student learning, but it’s supporting the way I had been thinking about my own personal learning. This story increases my confidence in the potential of focusing on understanding student thinking for improving my teaching.

A common problem geometry teachers face is that people have overly narrow perceptions about what counts as math. This makes sense. 90% of what kids learn in math class is arithmetic or arithmetic’s older sister algebra. These associations often don’t fit with what goes on in geometry, to the detriment of geometry. For some kids, these perceptions of unmathiness undercut their motivation to try to understand the central skills of geometry. For others it can lead to a very, very slow start to the year, where they feel as if perpetually stuck in an introduction to a subject they never get to. (When are we going to do the real math?)

One approach to this problem is to be explicit and unwavering. This is math, and we will spend class working on drawing, defining, sketching, debating, justifying and explaining. This is what math is about, just as much as it’s about practicing skills or developing procedures. Don’t like it? Tough cookies. This is geometry, and you need to learn what geometry is all about.

I don’t like this approach. It doesn’t fit with what I know about learning and teaching. I don’t teach kids to solve equations by being explicit and unwavering: This is how you solve an equation. What is this guess and check stuff? Algebra isn’t arithmetic, time to get with the program kids! Instead, we take what kids know about arithmetic and we build on it. This is one way to solve an equation, but it’s inefficient. Here’s a new tool, it’s called algebra.

I’d argue that just as we ought to take a developmental approach to teaching any mathematical topic, we ought to take a developmental approach to developing students’ perceptions of math. All we can expect by being staunch and strident is for lots of kids to not actually understand what we’re talking about.

If we want to take a development approach to solving equations then we’re tasked with articulating students’ existing thinking, eventual thinking, and proposing thinking that could bridge those two poles. If there’s an analogy here, then those are the questions we need to answer about how geometry students are likely to perceive math.

What will my geometry students likely perceive as legitimately mathematical coming in to my class? What is my goal for their mathematical perceptions?

I don’t know. Evidence — student work or research — would be helpful here. And maybe I should find a way to smoke out their beliefs about math early on in the school year. In the meantime, here’s a guess as to what students’ think counts as mathematical:

  • Numbers are involved
  • After learning some math you can solve a new type of problem
  • Math questions are either right or wrong
  • Math is essentially communicated in symbols or technical language

Now, all of these beliefs are wrong in general for mathematics. That doesn’t mean these beliefs are entirely wrong. These beliefs are true for most of the math students are likely to have seen in their schooling. A shame, yes, but that it’s a shame has nothing to do with kids’ thinking, which is as legitimate as it is wrong.

Prior beliefs aren’t valuable so that we can lambaste kids for having them. Imagine starting a unit with a formative assessment that reveals that kids have all these wrong beliefs about exponents. Next class, everyone sits down and then I say, “Well so many interesting beliefs about exponents. But they’re all wrong! Here, let me show you.” I know that some teachers do this, but it’s a silly activity. You aren’t really helping kids develop those ideas and see their limitations, you’re telling them not to think, that their opinions aren’t worthwhile. You’re not giving them a chance to be smart. And yet this is conventional wisdom about how to deal with students’ beliefs about the nature of math and geometry.

What should we do once we know what students beliefs about exponents are? We should creative opportunities for kids to understand the limitations of their beliefs, give them time to formulate new theories, make explicit the truth about exponents once they have the experiences that can help them make sense of that. And shouldn’t we do that with students’ beliefs about math also?

I have a favorite style of activity. It’s an activity that kids can do with their current knowledge, but can also be done with more sophisticated knowledge, and it can be done better with the more sophisticated knowledge. In this case, that would mean that I’m looking for math that is both recognizably geometric but also makes sense as math in the limited theories that my students are likely to come into the year with.

What would that mean? My favorite geometry textbook spends its first major of unit focused on constructions. But the above puts some constraints on what sorts of constructions it would be a good idea to start with:

  • Constructions that include numbers
  • Constructions that can help students solve a new type of problem
  • Constructions that are either right or wrong
  • Constructions that involve symbolic language

Do such constructions exist? There are certainly constructions that include numbers — my favorite textbook includes a bunch of them, things like “make a triangle whose sides are exactly 3 in, 5 in and 7 in long.”  And there are certainly types of construction problems that are awfully similar: “construct a triangle with these sides”; “draw the angle bisector of this angle”; etc. And these are either right or wrong, in a sense. I could also introduce precise, symbolic and pictorial language to describe these constructions. This would feel like math.

But that’s not going to be enough. I also want to nudge my students beyond these conceptions. Math involves explanations and proofs. It often is done in informal, everyday language. It’s often more than just right or wrong. How do we get at this?

I think my plan is to build this on top of the other constructions. We’ll ask questions about the numerical constructions — why does this work? why doesn’t this work? why can these sides make a triangle? why can’t these? — and in dong so we’ll make conjectures, create informal proofs of theorems. It will be important for me to make explicit that we will spend much of the year focusing on these sorts of arguments.

Experience before formality. That’s a great principle, and one that we should use not just for mathematical content but also to help students develop their perceptions of what it means to be mathematical.

9. How do kids think about solving equations?

The last 8 posts in this series have been about working through different aspects of how kids might think about solving linear equations. In this post I want to try to synthesize what I now know about all this and ask some questions that I don’t yet know the answers to.

There are different types of linear equations that we want students to solve. What makes it worthwhile to distinguish the different types of equations is the different sorts of reasoning that is possible for different problems.

An aside: Some teachers balk at the idea that we should think of teaching in this case-by-case way. These teachers would rather equip students with general methods that work in any sort of equation rather than helping students develop strategies for different types of problems. I think that this sort of teaching strategy is often a mistake. Novices in many fields often have a hard time grasping general techniques, and what experts consider to be general strategies are often only comprehensible to students as a family of related techniques. In others words, general techniques are almost always something that we obtain by making sense of related, more specific techniques. I believe that this is true based on experience and the confirmation of expert/novice research, the failure of Polya’s strategies to improve problem solving in studies, and math education research like CGI that offers a description of how many students come to understand arithmetic. 

In the previous posts, I looked at problem types that differed along the structure of the equation:

  • ax + b = cx + d
  • ax + b = c
  • b – ax = c
  • a(bx + c) = d, etc.

It’s only worthwhile to distinguish problem types on the basis of the different thinking that kids can do with them. Ideally, we would want to look at kids’ work and talk to students in order to really nail down what thinking is possible, but in the previous posts we worked out something that seems reasonable. (The “we” that worked this out was me, a handful of really sharp commentators and a few sharp people on twitter. You know who you are. Respect.) The table below represents, I think, what we hashed out:

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(I obviously haven’t consulted with anyone about the correctness of this table. Let me know if you disagree. This blog is always about working out ideas, not about proselytizing for them.)

This table suggests a clear hierarchy of difficulty of solving equation problems. The equation structures that allow for the most strategies will tend to be the easiest for students, since it’s more likely that a way of approaching the problem that a student will try will bear fruit. The harder equations are the ones where the familiar strategies won’t work. Balancing won’t help you with b – ax = c. Neither will unwinding. Covering up might, but “covering up” might also be harder to learn because it isn’t as useful in the types of equations that students are most likely to practice at first — the ax + b = c and ax + b = cx + d types of problems.

Notice, also, that we can tell a story about the origins of a common misconception. Students will often try to move parts of an equation from one side of the equation to the other without keeping the sides balanced. This is a model that is useful to explain the sort of things that happen in ax – b = cx – d equations, where the subtraction makes it harder to represent the helpful algebraic move in terms of balancing weights on a mobile or any other physical quantities. Instead, it looks like we’re moving a number from one side to the other. This model sticks because, though it’s false, it can also be used to help students solve (incorrectly) so many other types of equations. It’s useful, even though it’s totally wrong, which is what makes it so tempting.

This all suggests to me that I have to give careful attention to the trickiest problem types — the ones that involve subtraction. What are the resources students might have to make sense of these types of problems?

  • We could help students develop equality properties in the “easier” problem types, and then ask them to apply that sort of reasoning to the tricker problems.
  • We could try to bend the balancing model so that it incorporates negative quantities. We might do this by treating ax – b as ax + (-b), and then removing a negative quantity from both sides of the balanced equation.
  • We could try to bend the unwinding model so that it too applies more broadly. This would also involve the manipulation of expressions, along the lines of b – ax = -ax + b.

My gut says that we can’t just choose one of these routes. Different approaches might make sense for different students, depending on how they’re solving the simpler equations. And though we eventually want all students to solve equations using equality properties, that might be a rocky road for some students. They might be only comfortable with unwinding when the rest of the class is working on the trickier equations, and they’ll need help using their own methods in these new cases.

That said, the goal is still to get everyone to use equality properties.

I think this summarizes what I’ve done. Now, what haven’t we done?

We haven’t yet created a curricular approach to developing these strategies. I’m interested in using mental equation solving activities to help students practice these strategies, along the lines of the number talks that I’ve seen work in my elementary classes with arithmetic. I’d love to have a collection of “equation strings” that target these strategies.

I thought about how the different structure an equation has can prompt different thinking. But that’s only one dimension along which an equation can differ. Equations can also differ in the numbers that are used in the place of a, b, c, and d in the table above. Some of the models are ruined by fractions, decimals or negative numbers. Others aren’t. I haven’t done any of that analysis yet, mostly because I wasn’t sure where to start. Maybe someone else can do that work, or maybe I just have to wait for when I can talk to algebra students once classes start.

Another dimension for these equations is the complexity of the expression. a(bx + c) = d wasn’t part of the above analysis. Neither was ax + bx + cx = d. There are infinite possibilities, and I wasn’t sure how to wrap my head around it without the cases multiplying and multiplying so that the whole thing got out of hand. I’d love for someone to pick this up and show me how it’s done.

On twitter, Kristin Gray really made it clear to me that it’s insanely hard to identify what approach a student has taken just based on their work. This made me quite nervous — maybe balancing reasoning is an illusion, and kids don’t really use that sort of a model when they’re working on equations. Maybe balancing reasoning is really indistinguishable from using equality properties. And how could we know if a student is unwinding or using balancing? Like I said, all of these are valid concerns that make me quite nervous. I need to get back into the classroom and talking with children so that I can hear how they talk about their thinking. I also need to see larger collections of student work beyond what I have lying around my apartment or mathmistakes.org.

Finally, now that I have all this student thinking down I think I could plan ahead for giving feedback that helps students move within the table above. What do I say if a student is using balancing, but I want them to be able to see the equality properties perspective? How do you get a kid from using the “move to the other side” model to the balancing model? How can I help kids who are only using arithmetic learn to unwind an equation? I haven’t done any of this work, but I think that I (or someone else) could.

I don’t know if I’m going to continue working on solving equations right now, but if I do I have some clear steps forward:

  • Write some mental equation solving activities ala equation strings.
  • Look at student work and listen to kids describe their thinking about ax + b = c and ax + b = cx + d equations to confirm that balancing/unwinding/equality properties really are distinctive ways of thinking about solving an equation.
  • Look at student work and listen to kids describe their thinking about equations with negatives, decimals, fractions, or more complex expressions to understand how they think about them.
  • Make notes about the feedback that would help kids move from one strategy to the other within all this.

That’s it, for now.

8. “We’re taking it away from one side and putting it on the other.”

In the video above, the student describes adding 4 to both sides as “taking the 4 away from one side and putting it on the other.” This is difference then “balance reasoning” or using the subtraction property of equations.

The problem is that this “Give and Take” model for what we can do with equations runs into problems about 50% of the time. It only works when the signs work out, and when it doesn’t it leads to errors:

In the above, the student (I think) took the 3x away from one side of the equation and put it on the left side of the equation. This is perfectly in line with how the student in the video describes his move.

Where does this “Give and Take” model come from? The video above gives a clue, since the student offers the explanation to make sense of adding 4 to both sides. The story that this student developed for himself was that we’re getting rid of the 4 and putting it on the other side. This is naturally appealing, since the right side of the equation ends up with a 0 and the left side ends up with 4 more.

The “give and take” model is a way of seeing equation-moves. It helps make sense of why we would add quantities to both sides of the equation, but it makes wrong predictions about what would work for situations that don’t call for adding something to both sides, like 2x + 3 = 3x – 4.

What can we do about the give/take model? Can it be avoided?

Maybe not. Students need some way to make sense of what we’re doing in 2x + 6 = x – 4. Balance reasoning is no help with the adding 4 to both sides part of this. (Why? Because we almost never have to add stuff to both sides in balance problems, and because negative quantities don’t make a ton of sense in the balance context.)  This equation isn’t primed for backtracking, since there are variables on both sides and backtracking doesn’t handle these situations well. Perhaps we want to tell kids to first deal with the variables, using balance reasoning to get x + 6 = -4 and then using backtracking, covering up or guess and check to handle this equation. Fair enough, but this is fragile. Students should be able to make sense of the entirely appropriate move of adding 4 to both sides for  2x + 6 = x – 4 somehow. For a lot of kids, the best way to think of this case is taking stuff away from one side and slapping it on to the other.

It seems unlikely that there’s some other powerful context and type of thinking that we’ve missed. At this point, the devil is in the details. I don’t know if there’s another way to make sense of why we would add 4 to both sides in this case other than the properties of equality, or as an abstraction from balance thinking (i.e. “the mobile will always stay balanced if we add 4 to both sides.”)

I guess we just need to be careful about giving kids too many of these types of equations without justifying the move in terms of balance or equality properties.

7. How kids might think about different types of equations

I think what is really becoming clear to me is that the real work I have to do is in clarifying how kids can make sense of equations that go beyond the simplest cases.

The simplest cases are ax + b = c and ax + b = cx + d, where all the numbers are integers. They’re relatively simple for students because they can use balance reasoning or backtracking/unwinding to tackle them.

Things get more complex with equations of the type c x (ax + b) = d where the numbers are integers. I would expect these to be not-that-much harder for kids, since they can use unwinding and covering up to crack these. Still, these equations afford a new strategy, that of using the distributive property to transform this into an equation of ax + b = c type. I would bet that this is the best way to get manipulating expressions on the table, as a strategy.

b – ax = c is a lot harder, even with a, b, c as integers. It’s nearly impossible to directly use either unwinding or balancing on this equation. (Though if b > c then students can at least use the “cover up” method.) To use either balancing or unwinding, some arithmetic manipulation likely needs to be involved, treating b – ax = c as the same as b + (-ax) = c. This is useful for kids, but it’s a slippery move that many will struggle with. Another algebraic move could be transforming b – ax = c into b = c + ax. This involves having a strong grasp of the addition property of equations, something that students might develop from balance reasoning. Still, this is tough.

I don’t know whether it’s worth it to identify b- ax = c +/- dx as a distinctive type of problem. The same problems with balancing and unwinding apply, and covering up seems unlikely to help much. It seems likely to me that kids will be tempted to use balance reasoning, because of the surface resemblance of this type of equation to ax + b = cx + d. I would expect that to be the major source of errors. If we’re creative with the balance model, we can try to find a way to represent this and to use balance reasoning on this. That seems tricky to me, and I’m feeling like that might not be worth it. The other move, as before, is to use some algebraic manipulation to turn b – ax into b + (-ax). But, again, this is hard.

So far, so good. But where things get really complicated, I think, is when negative numbers and fractions get involved in any of these problem types. (As I write this, my thought is “well duh.”)

How kids think about equations with fractions, decimals and negatives in them is something I’m entirely unclear about. I think this is a place where I need to focus.

I think there’s a case to be made that all this work with integer equations should go before we spend much time working on equations with fractions/decimals/negatives involved. These trickier numbers might distract from the reasoning that we’re working on developing. This might be a situation where it makes sense to be as fluent as possible with something like balance reasoning in its natural setting before stretching the metaphor to include things like 1.4x + 9 = 0.7x + 8.

(Though, come to think about it, that’s actually pretty natural in a balance setting because weight can take on any positive value. A better example would have been -0.2x + 5 = 2x + 3. To me, this mistake in my writing underscores how little I know about non-integer equations and how kids can think about them.)

Next steps: non-integer equations, and thinking about feedback that could help students progress when working with different integer equations.

6. Equation Strings

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From http://numberstrings.com/2015/01/30/true-or-false-can-a-number-string-develop-relational-thinking/

In my elementary school classes, I find it very helpful to ask students to do mental math in addition to written math. I’ll often put a series of related problems on the board and ask kids to figure out the answers in their heads, and then we’ll share strategies. Some people call these number talks, other people talk about number strings. Whatever you call them, these are helpful for my arithmetic teaching for three reasons:

  • Working in our heads makes certain brute-force strategies harder, so we get a focus on more efficient strategies. An example: it’s harder to do 7 x 9 = 9 + 9 + 9 + 9 + 9 + 9 + 9 in your head, so it’s an opportunity for kids to practice picking a more efficient strategy for a tricky situation, like 7 x 9 = 7 x 10 – 7.
  • Students are likely to come up with different strategies for these problems, and this gives students a chance to contrast other strategies with their own. I think this helps kids better understand all these strategies.
  • Finally, stringing a few related problems together can allow us to be explicit about the connections between simpler arithmetic problems (e.g. 10 x 7) and more complex arithmetic problems (e.g. 9 x 7).

I think there’s a good analogy between learning to fluently and efficiently multiply and learning to fluently and efficiently solve equations. I also think I might find it useful to introduce “equation talks” or “equation strings” this year.

Now that I’ve clarified for myself what strategies kids might use for solving equations, I feel equipped to think about what equation talks might be target those strategies.

For targeting “balance thinking”:

  • x + 1 = 2x
  • 2x + 1 = 3x
  • 4x = 1 + 3x
  • 5x + 2 = 3x

For targeting “backtracking” or “unwinding”:

  • 2x = 4
  • 2x + 2 = 4
  • 2(x + 1) + 2 = 4
  • [2(x + 1) + 2]/2 = 4

For targeting “covering up” in b – ax = c problems:

  • 5 – x = 3
  • 5 – 2x = 3
  • 10 – 2x = 3
  • 100 – 2x = 3

For targeting balance reasoning with decimals:

  • x + 3 = 2x
  • 0.5x + 3 = 2.5x
  • 3 + 1.4x = 5.4x
  • 1.1x + 6 = x

And, so on. I think this will be helpful.

(Friendly wager: I bet we’ll see a book called “Algebra Talks” or something like that published in the next five years. Takers??)

5. Looking at research on how kids think about solving ax + b = c

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This is from Does Understanding the Equal Sign Matter? Evidence from Solving Equations  (Knuth, Stephens, McNeil, Alibali, 2006). The article is about an aspect of solving equations that I haven’t focused on yet — the meaning of the equals symbol — but their research is useful for me in some other way.

They were interested in the connection between conceptual understanding of the equals symbol and the ability of students to solve equations. In doing this work, though, they asked a bunch of students to solve equations and coded their strategies. I’ve been interested in getting clearer on the ways kids think about solving equations, so this is a good bit of evidence to serve as a check on what I’ve been blabbering about.

The researchers identified 6 different sorts of responses to 4m + 10 = 70 and 3m + 7 = 25:

  • Answer only
  • No response/don’t know
  • Guess and test
  • Unwind
  • Algebra
  • Other

It’s good to know that students are using unwind (i.e. backtracking) in solving equations, and that the researchers could distinguish this from algebraic moves. (The difference is this: “in using an unwind strategy students start with the constant value from one side of the equation and then perform arithmetic operations on that value.” They coded something as “algebra” if it operated on both sides of an equation, like “subtract 10 from both sides.”)

What about the absence of strategies such as “balance reasoning”? It’s not surprising that this strategy was absent, since the “ax + b = c” equation type doesn’t really give much of an opportunity for that sort of thinking. It’s much more likely for balance reasoning to come up in equations of the type “ax + b = cx + d.”

Still, I wonder how could these researchers would have distinguished between balance reasoning and algebra had they studied these types of equations? I suppose that some students could make the balance reasoning explicit by drawing some sort of figure. Besides for that, though, I don’t know. If you take away an x from each side, that’s going to look like algebra.

I wonder if it would come through in students explanations of why you can take away an x from each side. This makes me think that balance reasoning (as opposed to use of algebraic principles) will be harder to identify in students’ thinking, but might be identifiable in student explanations.

In sum, reading the Knuth paper gave me confidence that unwinding/backtracking really is a strategy that students use and develop as part of their equation solving repertoires. It’s not some magical way of thinking invented by math teachers that kids only use if you tell them to.

This also helped me identify two different problem types for solving equations:

  • c x [ax + b] = d, where unwinding/backtracking is a potential strategy, in addition to using equality properties and guess-and-check, but balance reasoning isn’t likely to show up.
  • ax + b = cx + d, where balance reasoning is a potential strategy, in addition to using equality properties and guess-and-check, but unwinding/backtracking is unlikely to help.

As long as I’m here, I might as well add a third problem type:

  • b – ax = c, where neither backtracking nor balance reasoning are much help.

Are there any strategies, beyond algebra, that are helpful for students as they try to solve b – ax = c? I feel like we’re close to getting all the big picture ways of thinking about solving equations on the table. There are so many types of equations, though, and there are lots of mini-moves that kids need to learn.

I feel like digging into what kids are likely to develop out of guess-and-check with b – ax = c would be interesting. I wonder if I can find any papers that detail student work for those types of equations. I wonder if anything on mathmistakes.org can be helpful. I wonder how close I can get by just spitballing based on experience?