On Teaching Problem Solving in School Mathematics

Abstract

The article begins with a brief overview of the situation throughout the world regarding problem solving. The activities of the ProMath group are then described, as the purpose of this international research group is to improve mathematics teaching in school. One mathematics teaching method that seems to be functioning in school is the use of open problems (i.e., problem fields). Next we discuss the objectives of the Finnish curriculum that are connected with problem solving. Some examples and research results are taken from a Finnish-Chilean research project that monitors the development of problem-solving skills in third grade pupils. Finally, some ideas on "teacher change" are put forward. It is not possible to change teachers, but only to provide hints for possible change routes: the teachers themselves should work out the ideas and their implementation. [PUBLICATION ABSTRACT]

Headnote

* The article begins with a brief overview of the situation throughout the world regarding problem solving. The activities of the ProMath group are then described, as the purpose of this international research group is to improve mathematics teaching in school. One mathematics teaching method that seems to be functioning in school is the use of open problems (i.e., problem fields). Next we discuss the objectives of the Finnish curriculum that are connected with problem solving. Some examples and research results are taken from a Finnish-Chilean research project that monitors the development of problem-solving skills in third grade pupils. Finally, some ideas on "teacher change" are put forward. It is not possible to change teachers, but only to provide hints for possible change routes: the teachers themselves should work out the ideas and their implementation.

Keywords: Mathematics teaching; Open problems; Problem solving

O pou?evanju reevanja problemov volski matematiki

Erkki Pehkonen* *, Liisa Näveri and Anu Laine

* Za?etek ?lanka je posve?en pregledu razmer v svetu glede reevanja problemov. Nato so opisane dejavnosti skupine ProMath; namen te mednarodne raziskovalne skupine je izboljanje pouka matematike v oli. Metoda, ki bi lahko funkcionirala v oli, je uporaba odprtih prob- lemov (tj. problemska polja). Sledi razprava o ciljih finskega kurikulu- ma, ki so povezani z reevanjem problemov. Nekateri primeri so vzeti iz finsko-?ilenskega raziskovalnega projekta, ki spremlja razvoj kompetenc reevanja problemov pri u?encih tretjega razreda. Na koncu je podanih nekaj idej glede »spreminjanja u?iteljev«. Ni namre? mogo?e spreme- niti u?iteljev, mogo?e je podati le namige za spremembo razmiljanja - u?itelji bi morali sami poiskati ideje in na?in izvedbe.

Klju?ne besede: pou?evanje matematike, odprti problemi, reevanje problemov

Problem solving has a long tradition in school mathematics, and has many facets and characterisations. In order to facilitate understanding, we there- fore begin by providing a definition of problem solving (cf. Kantowski, 1980): a situation is said to be a problem when an individual must combine (for him/her) new information in a (for him/her) new way in order to solve the problem. If the individual can immediately recognise the procedures needed, the situation is a standard task (or a routine task or exercise). The term non-standard task is often used in reference to a task that one cannot usually find in mathematics books.

An Overview Of Problem-Solving Research

Since the United States is still the pioneer in the development of math- ematics teaching, we will begin with the advances there. Schröder and Lester (1989), for instance, introduced three aims for using problem solving in math- ematics teaching. They pointed out that problem solving should not be consid- ered only as teaching content, but also as a teaching method. Later, in Stand- ards for School Mathematics (NCTM, 2000), problem solving is mentioned as a teaching method with which one can improve the quality of mathematics teaching in school.

The key ideas of problem solving seem to have spread around the world, as we can see in the published overview papers. In the last ten years, a number of overview papers have been published in which the situation of problem solving has been described in several countries. The Proceedings of the ICME-9 Topic Study Group (Pehkonen, 2001), for example, is a compound of overview papers regarding problem solving from different continents. In this compound, the de- velopment of problem solving in all of the countries covered seems to be very similar. The collection of Törner, Schoenfeld and Reiss (2007) contains a descrip- tion of problem solving in 15 countries, providing an even better account of the development.

One step further: open problem solving

When the constructivist view of learning was accepted in mathematics education about 30 years ago, there was a need to develop teaching methods that corresponded to the challenges set by constructivism. One such solution was the open approach (or the use of open problems) in Japan.

In Japan, the so-called open approach to mathematics teaching was de- veloped in the 1970s. It was aimed at developing pupils' creativity and encourag- ing meaningful discussion in the classroom (Becker & Shimada, 1997; Pehkonen, 1995; Shimada, 1977, cf. Nohda, 1991). At the same time, so-called investigations were introduced and accepted as part of mathematics teaching in England, and soon became very popular (Wiliam, 1994). The notion of investigations was dis- seminated through the Cockcroft Report (1982) in particular. The idea of using open tasks in the classroom therefore spread throughout the world in the 1980s and 1990s, and research on the potential of open tasks in mathematics education was very lively in many countries (e.g., Clarke & Sullivan, 1992; Kwon, Park, & Park, 2006; Mason, 1991; Nohda, 1988; Pehkonen, 1989; Silver, 1995; Stacey, 1995; Williams, 1989; Zimmermann, 1991).

Almost 20 years ago, a number of articles critical of the use of open tasks were published. One American mathematician, for instance, wrote a very scepti- cal paper on learning mathematics with open problems (Wu, 1994), criticising the way open problems were used in Californian schools. At an international PME conference, Paul Blanc strongly criticised the implementation of investigations in British schools (Blanc & Sutherland, 1996), reproaching teachers for developing a new mechanical routine to solve investigations.

Using open tasks, we can respond to the challenges of developing math- ematics teaching. Such teaching leads almost automatically to problem-centred teaching and clearly increases communication in class, thus approaching instruc- tion that is more open and pupil-centred. Some ten years ago, Pehkonen (2004) wrote an overview on the situation of open problem solving. Later, Zimmermann (2010) described the development of open problem solving over the previous 20 years in Germany, while ProMath meetings have produced research results on the use of open problems for approximately 15 years (e.g., Bergqvist, 2012).

New approaches to teaching mathematics

Mathematics is not only calculation; the aim of teaching should also be the development of understanding and mathematical thinking. School teaching has been accused of viewing the act of teaching and the context in which it takes plac- es entirely differently. However, psychological studies have shown that learning (even of mathematics) is strongly situation-bound (e.g., Bereiter, 1990; Brown, Collins, & Duguid, 1989; Collins, Brown, & Newman, 1989). Studies in learning psychology have, for instance, confirmed the hypotheses of Anderson (1980) that the learning of facts and procedures takes place with various mechanisms (e.g., Bereiter & Scardamalia, 1996). New elements should therefore be added to math- ematics teaching in school.

Traditional teaching is well suited to the learning of facts, but new meth- ods - emphasising, for example, pupils' self-regulated learning - are needed for learning procedures. Open learning environments offer such an opportunity, as within them real problems can be dealt with; pupils respond to the problems actively and learning takes place in natural situations. Learning arises through independent investigations and seeking solutions. It is believed that active learn- ing of this kind leads to a better understanding of key principles and concepts. Active working sets a pupil in a real problem-solving environment and can thus combine the phenomena of real life and the classroom (cf. Blumenfeld, Soloway, Marx, Krajeik, Guzdial, & Palinscsar, 1991).

The development and formulation of ideas, pondering problem situations and balancing alternatives, require discussions between pupils and social inter- action. This essential aspect of self-regulated active working is, in our culture, a natural way to rework ideas, conceptions and beliefs (cf. Brown et al., 1989). School culture has typically been characterised by a restriction of discussion; ac- cording to learning studies, however, free discussion amongst pupils should be encouraged and not inhibited. The only problem is how to guide the discussion in the right direction and keep it within reasonable bounds.

Open Problems In Focus (The Promath Group)

In this section, we will give a short description of the history of the Pro- Math group. The emphasis of the group is on open problems and the open ap- proach in mathematics teaching, with the key question being how to use them.

A brief history of ProMath

More than ten years ago, the working group ProMath (Problem Solving in Mathematics) was established by a group of Finnish and German professors in mathematics education. A spontaneous meeting at the University of Biele- feld in 1999 can be considered to be the starting point for the series of ProMath workshops. At that meeting, the members decided to meet annually, and to establish the focus of the working group as follows:

the aim of the ProMath group is to study and examine those mathemati- cal-didactical questions which arise through research on the implementa- tion of open problem solving in school.

The research group was designed to be open to everyone interested in mathematical problem solving. The group is based on voluntary organisa- tion and strives to be as democratic as possible, e.g., there is no chair and each year the group votes where the next year's meeting will take place. Usually, the location hosting the annual meeting will publish proceedings in which the par- ticipants' papers are peer reviewed.

The ProMath group has now been active for more than ten years in Eu- rope, holding annual meetings at various universities. As a rule, ProMath work- shops take place at the beginning of autumn (i.e., August/September), and loca- tions have circulated in the following countries (in alphabetical order): Finland, Germany, Hungary, Slovakia, Slovenia, Sweden. The list of all of the participants to date provides a boarder picture, as they originate from nine different coun- tries (in alphabetical order): Australia (1), Denmark (1), Finland (15), Germany (9), Greece (1), Hungary (5), Slovakia (2), Slovenia (2), Sweden (2) and USA (1). Approximately ten presentations are given at each annual meeting.

When reading through the ProMath proceedings of the first ten years, one gains the impression that at the beginning of the 2000s there were more empirical studies focused on using examples of open problems. In recent years (since the end of the 2000s), the number of general theoretical papers has in- creased, i.e., there are some papers that could only marginally be regarded as problem solving. Another change concerns the number of examples: during the last few years, the number of examples of open problems has reduced signifi- cantly. Consequently, the proceedings of the workshops no longer function as a treasure trove for teaching open problems in school. For the development of school teaching, however, both aspects are needed: examples and theory.

On the use of the open approach

In line with the aim of the group (see above), the focus of ProMath workshops is open problems and their implementation in school. We therefore begin here with the concept of the 'open approach'.

One method, accepted all over the world, for a teacher to help pupils with optimal learning environments is the so-called open approach. In order to implement this method, which was developed in the 1970s in Japan (Becker & Shimada, 1997; Shimada, 1977, cf. also Nohda, 1991), one can use so-called open tasks. Such tasks have proved to be a promising solution for developing a proper learning environment, and appear to provide an opportunity for the meaningful teaching and learning of mathematics (cf. Boaler, 1998).

Amongst others, open problems include tasks from everyday life, prob- lem posing, problem fields (or problem sequences), problems without a ques- tion, problem variations (the "what if " method), project work and investiga- tions (cf. Pehkonen, 1995; Pehkonen, 1997; Schupp, 2002). For investigations, a starting situation is typically given within which the pupil first formulates a problem and then solves it. Such tasks are used extensively in England and Scotland, for example, as well as in Australia.

Problem fields

Investigations can be divided into two groups: structured and non-struc- tured investigations. The latter are used in England: a pupil is given a starting situation and some starting problems, and then continues independently. Struc- tured investigations are called problem fields (or problem domains). In this case, the teacher prepares a number of extension questions (problems) in advance and, depending on the solution activity of the class, decides which direction pupils will take and how far they will work with the given problem situation.

The purpose of using investigations is to promote pupils' creativity, and es- pecially their divergent thinking (e.g., Kwon et al., 2006). In addition to problem solving, investigations also practise problem posing, as the pupil can, within the framework of the investigation, formulate and solve his/her own problem. When using open tasks in mathematics instruction, pupils have an opportunity to work like an active mathematician (Brown, 1997). It is also important for teachers to have experience with open problems during their education (cf. Zaslavsky, 1995).

Ideas for reforming mathematics teaching by Walsch

We will next consider the internal reform of mathematics education un- dertaken in East Germany commencing in the 1980s, which aimed at improv- ing the quality of teaching within the existing curriculum (Walsch, 1984). The purpose was to move away from the method of model learning and towards the development of problem-solving thinking. According to Walsch (1984), didactic studies in East Germany showed that 85% of all tasks dealt with in mathematics lessons could be solved with a model known to the pupil. The reform was planned to be implemented "through working with tasks", i.e., the central idea was to deal with learning topics in the form of problems. Thus the central idea of the reform could be summarised as: Ordinary mathematics tasks will be dealt with in an un- ordinary form! (ibid) The following example demonstrates the idea.

Example 1. When the class is calculating the perimeter and area of a rectangle, the teacher can ask pupils to investigate whether the following statements are true or not (through experimenting, drawing, concluding logically, etc.):

* Two rectangles that have the same perimeter always have the same area.

* If the area of a rectangle is enlarged its perimeter will also always get longer.

* For each rectangle there is another rectangle that has the same area but a longer perimeter.

On teaching problem solving in Finland

The purpose of mathematics learning for all age groups in Finland is the understanding of mathematical structures and the development of mathematical thinking, not merely mastering mechanical calculations (NBE, 2004). In order to develop correct learning habits, this should be the objective from the very begin- ning (Grade 1), as knowledge that is based on understanding can be more easily transferred to other contexts (cf. Sierpinska, 1994). According to the Finnish cur- riculum, it is not sufficient for pupils to be able to calculate mechanically, they should also be capable of providing reasoning and drawing conclusions, as well as being able to explain their activity verbally and in writing (NBE, 2004).

In the foundation of the kindergarten curriculum (NBE, 2010), it is al- ready stated that in the development of mathematical thinking it is important that children learn to observe their own thinking. Children should be challenged to explain what they think and how they think, as well as to justify their thinking.

Some examples from the Finnish-Chilean comparison study

The three-year Finnish-Chilean comparison study has been financed in 2010-13 by the Academy of Finland (project #1135556) and CONICYT in Chile (project AKA 09). Its aim is to clarify the development of grade 3-5 pupils' mathe- matical understanding and problem-solving skills when using open problem tasks at least once a month. More details on the research project are available in, for example, the published paper (Laine, Näveri, Pehkonen, Ahtee, & Hannula, 2012).

Example 2. The task "Divide a Square", implemented in November 2010, was the second experimental task: "Divide a square into two identical pieces. In how many different ways can you make the division? Make a note of your solutions."

The results of the problem are published in, for example, a paper by Laine et al. (2012). The first research question in the study is: "How do pupils solve an open non-standard problem?" Pupils' solutions were categorised and classified as follows.

Pupils' performance in solving the problem can be divided into five hierarchi- cal levels (cf. Table 1). The lowest level is No solution (Level 0), where the pupil has produced no solution during the lesson. Next is the Basic level (Level 1), where the pupil has found only the two obvious solutions (dividing with a diagonal into two triangles, and with a straight line parallel to the sides into two rectangles). The next level is labelled Straight line (Level 2), where the pupil has, in addition to the two ob- vious solutions, divided the square with a straight line that is neither a diagonal nor parallel to the side of the square. Finding such a solution requires a certain amount of creativity, i.e., the solver must be able to see outside of the frame of the basic solutions. There are, in fact, an infinite number of different solutions. The third level is Curved line (Level 3) where the dividing line can be arbitrarily curved, such as a fraction line or a curved line composed of arcs, whereby the solver breaks away from the barrier of the straight line. The number of such solutions is also infinite, but in this case the car- dinality of potential solutions seems to be even greater than in the previous case. The highest level (Level 4) is represented by Middle point thinking, where the middle point of the square is seen as the essential element of the solutions, since all dividing lines - straight or curved - go through it and are symmetrical in relation to the middle point.

Most of the pupils reached levels 1-3 in their solutions, but only 13 pupils (15%) reached the highest level (Level 4). The mode value in solutions was Level 1.

Example 3. The fourth experimental task, solved in February 2011, was "Arithmagon": "Arithmagons are specific number triangles. In arithmagons, there is a number in each corner of the triangle and their sum is between the corner numbers. Your task is to find the missing numbers in the corners. You should also explain your strategy to find the missing numbers in the case that two numbers on the sides of the triangle are the same. Additionally, construct a few arithmagons for your partner to solve."

Preliminary results in the Arithmagon task are given in the published paper (Näveri, Ahtee, Laine, Pehkonen, & Hannula, 2012). In this paper, the first research question also dealt with pupils' skill in solving such a non-stand- ard problem.

The pupils' achievements were classified into three categories. Category A included achievements whereby pupils had come up with both a reasoning for the arithmagon solution and solvable additional arithmagons with sides with at least two of the same sums. Category B accounted for achievements in which no reasoning was provided for the solution, but pupils found additional arithmagons with sides with at least two of the same sums. In Category C were achievements in which pupils came up with neither reasoning nor additional arithmagons with sides with at least two of the same sums.

Furthermore, pupils' justifications for finding a solution method (i.e., Category A) when there are "two same sums" in the arithmagons were divided into three sub-classes according to the level of the justification. In the reason- ings of sub-class A.1, it is clearly evident that the pupil took into account the fact that there are two same sums in the arithmagon. In the reasonings of sub-class A.2, it emerged that the pupil understood the fact that the solution was found using addition. In sub-class A.3 were those pupils who had at least tried to write something for a reasoning.

Summary of the results

In view of the results of the two examples, the first research question - "How do pupils solve an open non-standard problem?" - can be answered as follows (Table 1). On one hand, the mode value of pupils' solutions was Level 1 (38%), thus about two-fifths of the pupils only reached the basic level. On the other hand, 60% of the pupils' solutions showed some level of creativity, and as many as 15% of the pupils reached the midpoint thinking. However, we must re- member that teachers guided the groups of pupils individually, and some of them may have helped their pupils more than the others.

In the second problem, about 30% of the pupils' answers included a de- scription of a strategy (cf. Table 2), while in the rest of the answers it was only mentioned that addition is needed, and in some cases not even this was stated. Evens and Houssart (2004) claim that the skill of presenting general mathemati- cal statements begins to develop by Grade 3 or 4 (cf. Pehkonen, 2000). It therefore seems to be important to give pupils from Grade 3 tasks in which they are com- pelled to explain how, based on the given information, they reach a particular conclusion, and to encourage them to explain their thinking to others (and to the teacher).

Observations based on the results presented in the present paper can be formulated as follows. Pupils (even those in Grade 3) have a great deal of potential that should be utilised and developed. The use of more creative tasks will develop pupils within the framework of the curriculum, as one objective of the Finnish curriculum is the development of creativity in all subjects (NBE, 2004). Pupils' reasoning skills, as demanded by the curriculum, will also be developed.

Conclusion

The Finnish curriculum demands that, in addition to calculation skills, problem solving and mathematical thinking should be taught in school (includ- ing primary school) (NBE, 2004). However, this does not seem to occur within ordinary mathematics teaching, where the teacher is too eager to use the text- book and its tasks. Therefore, new elements should be connected in instruction: open problem tasks with which the teacher can develop the pupils' problem solv- ing and thinking skills.

In order for teachers to be able to implement such teaching, they should be interested in the development of teaching and committed to the new approach (cf. Shaw, Davis, & McCarty, 1991). The teachers in our experimental project were clearly ready to experiment with new solutions, and some of them were genuinely interested in the possibilities of open problem solving. Some of the teachers even made significant advances in this regard, creating the impression that they are ready to use the method in the future.

The rise of constructivism focused on teachers' mathematics-related be- liefs. Here, the concept belief is understood as knowledge and feelings based on earlier experiences. Beliefs conduct and structure every teaching and learning process. In order to change teaching-learning processes, teachers' beliefs about good and successful instruction should be developed and changed. In the litera- ture, one finds numerous research reports on the requirements for changing and developing teachers. However, none of the described intervention methods seem to be successful without problems. What is needed, therefore, is a new under- standing of the problems of change and development in teachers' professional ac- tivities (for more on the problems of teacher change, see, for instance, Pehkonen (2007)).

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