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Maths Problem Solving: Engaging Your Students And Strengthening Their Mathematical Skills

Meriel Willatt

Maths problem solving can be challenging for pupils. There’s no ‘one size fits all’ approach or strategy and questions often combine different topic areas. Pupils often don’t know where to start. It’s no surprise that problem solving is a common topic teachers struggle to teach effectively to their pupils.

In this blog, we consider the importance of problem solving and share with you some ideas and resources for you to tackle problem solving in your maths classroom, from KS2 up to GCSE.

What is maths problem solving?

Why is maths problem solving so difficult, how to develop problem solving skills in maths, maths problem solving ks2, maths problem solving ks3, maths problem solving gcse.

Maths problem solving is when a mathematical task challenges pupils to apply their knowledge, logic and reasoning in unfamiliar contexts. Problem solving questions often combine several elements of maths.

We know from talking to the hundreds of school leaders and maths teachers that we work with as one to one online maths tutoring providers that this is one of their biggest challenges: equipping pupils with the skills and confidence necessary to approach problem solving questions.

The Ultimate Guide to Problem Solving Techniques

The Ultimate Guide to Problem Solving Techniques

Download these 9 ready-to-go problem solving techniques that every pupil should know

The challenge with problem solving in maths is that there is no generic problem solving skill that can be taught in an isolated maths lesson. It’s a skill that teachers must explicitly teach to pupils, embed into their learning and revisit often.

When pupils are first introduced to a topic, they cannot start problem solving straight away using it. Problem solving relies on deep knowledge of concepts. Pupils need to become familiar with it and practice using it in different contexts before they can make connections, reason and problem solve with it. In fact, some researchers suggest that it could take up to two years to do this (Burkhardt, 2017). 

At Third Space Learning, we specialise in online one to one maths tutoring for schools, from KS1 all the way up to GCSE. Our lessons are designed by maths teachers and pedagogy experts to break down complex problems into their constituent parts. Our specialist tutors then carefully scaffold learning to build students’ confidence in key skills before combining them to tackle problem solving questions.

sample problem solving maths lessons

In order to develop problem solving skills in maths, pupils need lots of different contexts and word problems in which to practise them and the opportunity to engage in mathematical talk that draws on their metacognitive skills. 

The EEF suggests that to develop problem solving skills in maths, teachers need to teach pupils:

  • To use different approaches to problem solving
  • Use worked examples
  • To use metacognition to plan, monitor and reflect on their approaches to problem solving

Below, we take a closer look at problem solving at each stage, from primary school all the way to GCSEs. We’ve also included links to maths resources and CPD to support you and your team’s classroom teaching.

At lower KS2, the National Curriculum states that pupils should develop their ability to solve a range of problems. However, these will involve simple calculations as pupils develop their numeracy skills. As pupils progress to upper KS2, the demand for problem solving skills increases. 

“At this stage, pupils should develop their ability to solve a wider range of problems, including increasingly complex properties of numbers and arithmetic, and problems demanding efficient written and mental methods of calculation. With this foundation in arithmetic, pupils are introduced to the language of algebra as a means for solving a variety of problems.” National curriculum in England: mathematics programmes of study (Upper key stage 2 – years 5 and 6)

KS2 problem solving can often fall into the trap of relying on acronyms, such as RICE, RIDE or even QUACK. The most popular is RUCSAC (Read, Underline, Calculate, Solve, Answer, Check). While these do aim to simplify the process for young minds, it encourages a superficial, formulaic approach to problem solving, rather than deep mathematical thinking. Also, consider how much is wrapped up within the word ‘solve’ – is this helpful?

We teach thousands of pupils KS2 maths problem solving skills every week through our one to one online tutoring programme for maths. In our interventions, we encourage deep mathematical thinking by using a simplified version of George Polya’s four stages of problem solving. Here are the four stages:

Understand the problem

  • Devise a strategy for solving it
  • Carry out the problem solving strategy
  • Check the result

We use UCR as a simplified model: Understand, Communicate & Reflect. You may choose to adapt this depending on the age and ability of your class.

For example:

Maisy, Heidi and Freddie are children in the same family. The product of their ages is a score. How old might they be?

There are three people.

There are three numbers that multiply together to make twenty (a score is equal to 20). There will be lots of answers, but no ‘right’ answer.

Communicate

To solve the word problem we need to find the numbers that will go into 20 without a remainder (the factors).

The factors of 20 are 1, 2, 4, 5, 10 and 20.

Combinations of numbers that could work are: 1, 1, 20 1, 2, 10 1, 4, 5 2, 2, 5.

The question says children, which means ‘under 18 years’, so that would mean we could remove 1, 1, 20 from our list of possibilities. 

In our sessions, we create a nurturing learning environment where pupils feel safe to make mistakes. This is so important in the context of problem solving as the best problem solvers will be resilient and able to overcome challenges in the ‘Reflect’ stage. Read more: What is a growth mindset

Looking for more support teaching KS2 problem solving? We’ve developed a powerpoint on problem solving, reasoning and planning for depth that is designed to be used as CPD by primary school teachers, maths leads and SLT. 

The resource reflects on how metacognition can enhance reasoning and problem solving abilities, the ‘curse’ of real life maths (think ‘Carl buys 60 watermelons…) and how teachers can practically implement and teach strategies in the classroom.

You may also be interested in: 

  • Developing Thinking Skills At KS2
  • KS2 Maths Investigations
  • Word problems for Year 6

At KS3, the importance of seeing mathematical concepts as interconnected with other skills, including problem solving, is foregrounded. The National Curriculum also stresses the importance of a strong foundation in maths before moving on to complex problem solving.

“Mathematics is an interconnected subject in which pupils need to be able to move fluently between representations of mathematical ideas. The programme of study for key stage 3 is organised into apparently distinct domains, but pupils should build on key stage 2 and connections across mathematical ideas to develop fluency, mathematical reasoning and competence in solving increasingly sophisticated problems” National curriculum in England: mathematics programmes of study (Key stage 3)

“Decisions about progression should be based on the security of pupils’ understanding and their readiness to progress to the next stage. Pupils who grasp concepts rapidly should be challenged through being offered rich and sophisticated problems before any acceleration through new content in preparation for key stage 4.” National curriculum in England: mathematics programmes of study (Key stage 3)

For many students, the transition from primary to secondary school can be a huge challenge.

Especially in the aftermath of the Covid-19 pandemic and the resultant school closures, students may arrive into Year 7 with various learning gaps and misconceptions that will hold them. Some students may need focused support to plug these gaps and grow in confidence.

You can give pupils a smoother transition from KS2 to KS3 with personalised one to one online tuition with specialist tutors with Third Space Learning. Our lessons cover content from Years 5-7 and build a solid foundation for pupils to develop their problem solving skills. Pupils are supported towards independent practice through worked examples, questioning and support slides.

KS3 problem solving maths activities

The challenge for KS3 maths problem solving activities is that learners may struggle to get invested unless you start with a convincing hook. Engage your young mathematicians on topics you know well or you know they’ll be invested in and try your hand at designing your own mathematical problems. Alternatively, get some inspiration from our crossover ability and fun maths problems .

Since the new GCSE specification began in 2015, there has been an increased focus on non-routine problem solving questions. These questions demand students to make sense of lots of new information at once before they even move on to selecting the strategies they’ll use to find the correct answer. This is where many learners get stuck.

In recent years, teachers and researchers in pedagogy (including Ofsted) have recognised that open ended problem solving tasks do not in fact lead to improved student understanding. While they may be enjoyable and engage learners, they may not lead to improved results.

SSDD problems (Same Surface Different Depth) can offer a solution that develops students’ critical thinking skills, while ensuring they engage fully with the information they’re provided. The idea behind them is to provide a set of questions that look the same and use the same mathematical hook but each question requires a different mathematical process to be solved.

ssdd questions example problem solving maths

Read more about SSDD problems , tips on writing your own questions and download free printable examples. There are also plenty of more examples on the NRICH website.

Worked examples, careful questioning and constructing visual representations can help students to convert the information embedded in a maths challenge into mathematical notations. Read our blog on problem solving maths questions for Foundation, Crossover & Higher examples, worked solutions and strategies.

Remember that students can only move on to mathematics problem solving once they have secure knowledge in a topic. If you know there are areas your students need extra support, check our Secondary Maths Resources library for revision guides, teaching resources and worksheets for KS3 and GCSE topics.

DO YOU HAVE STUDENTS WHO NEED MORE SUPPORT IN MATHS?

Every week Third Space Learning’s specialist online maths tutors support thousands of students across hundreds of schools with weekly online 1 to 1 maths lessons designed to plug gaps and boost progress.

Since 2013 these personalised one to 1 lessons have helped over 150,000 primary and secondary students become more confident, able mathematicians.

Learn how the programmes are aligned to maths mastery teaching or request a personalised quote for your school to speak to us about your school’s needs and how we can help.

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6 Tips for Teaching Math Problem-Solving Skills

Solving word problems is tougher than computing with numbers, but elementary teachers can guide students to do the deep thinking involved.

Photo of elementary school teacher with students

A growing concern with students is the ability to problem-solve, especially with complex, multistep problems. Data shows that students struggle more when solving word problems than they do with computation , and so problem-solving should be considered separately from computation. Why?

Consider this. When we’re on the way to a new destination and we plug in our location to a map on our phone, it tells us what lane to be in and takes us around any detours or collisions, sometimes even buzzing our watch to remind us to turn. When I experience this as a driver, I don’t have to do the thinking. I can think about what I’m going to cook for dinner, not paying much attention to my surroundings other than to follow those directions. If I were to be asked to go there again, I wouldn’t be able to remember, and I would again seek help.

If we can switch to giving students strategies that require them to think instead of giving them too much support throughout the journey to the answer, we may be able to give them the ability to learn the skills to read a map and have several ways to get there.

Here are six ways we can start letting students do this thinking so that they can go through rigorous problem-solving again and again, paving their own way to the solution. 

1. Link problem-solving to reading

When we can remind students that they already have many comprehension skills and strategies they can easily use in math problem-solving, it can ease the anxiety surrounding the math problem. For example, providing them with strategies to practice, such as visualizing, acting out the problem with math tools like counters or base 10 blocks, drawing a quick sketch of the problem, retelling the story in their own words, etc., can really help them to utilize the skills they already have to make the task less daunting.

We can break these skills into specific short lessons so students have a bank of strategies to try on their own. Here's an example of an anchor chart that they can use for visualizing . Breaking up comprehension into specific skills can increase student independence and help teachers to be much more targeted in their problem-solving instruction. This allows students to build confidence and break down the barriers between reading and math to see they already have so many strengths that are transferable to all problems.

2. Avoid boxing students into choosing a specific operation

It can be so tempting to tell students to look for certain words that might mean a certain operation. This might even be thoroughly successful in kindergarten and first grade, but just like when our map tells us where to go, that limits students from becoming deep thinkers. It also expires once they get into the upper grades, where those words could be in a problem multiple times, creating more confusion when students are trying to follow a rule that may not exist in every problem.

We can encourage a variety of ways to solve problems instead of choosing the operation first. In first grade, a problem might say, “Joceline has 13 stuffed animals and Jordan has 17. How many more does Jordan have?” Some students might choose to subtract, but a lot of students might just count to find the amount in between. If we tell them that “how many more” means to subtract, we’re taking the thinking out of the problem altogether, allowing them to go on autopilot without truly solving the problem or using their comprehension skills to visualize it. 

3. Revisit ‘representation’

The word “representation” can be misleading. It seems like something to do after the process of solving. When students think they have to go straight to solving, they may not realize that they need a step in between to be able to support their understanding of what’s actually happening in the problem first.

Using an anchor chart like one of these ( lower grade , upper grade ) can help students to choose a representation that most closely matches what they’re visualizing in their mind. Once they sketch it out, it can give them a clearer picture of different ways they could solve the problem.

Think about this problem: “Varush went on a trip with his family to his grandmother’s house. It was 710 miles away. On the way there, three people took turns driving. His mom drove 214 miles. His dad drove 358 miles. His older sister drove the rest. How many miles did his sister drive?”

If we were to show this student the anchor chart, they would probably choose a number line or a strip diagram to help them understand what’s happening.

If we tell students they must always draw base 10 blocks in a place value chart, that doesn’t necessarily match the concept of this problem. When we ask students to match our way of thinking, we rob them of critical thinking practice and sometimes confuse them in the process. 

4. Give time to process

Sometimes as educators, we can feel rushed to get to everyone and everything that’s required. When solving a complex problem, students need time to just sit with a problem and wrestle with it, maybe even leaving it and coming back to it after a period of time.

This might mean we need to give them fewer problems but go deeper with those problems we give them. We can also speed up processing time when we allow for collaboration and talk time with peers on problem-solving tasks. 

5. Ask questions that let Students do the thinking

Questions or prompts during problem-solving should be very open-ended to promote thinking. Telling a student to reread the problem or to think about what tools or resources would help them solve it is a way to get them to try something new but not take over their thinking.

These skills are also transferable across content, and students will be reminded, “Good readers and mathematicians reread.” 

6. Spiral concepts so students frequently use problem-solving skills

When students don’t have to switch gears in between concepts, they’re not truly using deep problem-solving skills. They already kind of know what operation it might be or that it’s something they have at the forefront of their mind from recent learning. Being intentional within their learning stations and assessments about having a variety of rigorous problem-solving skills will refine their critical thinking abilities while building more and more resilience throughout the school year as they retain content learning in the process. 

Problem-solving skills are so abstract, and it can be tough to pinpoint exactly what students need. Sometimes we have to go slow to go fast. Slowing down and helping students have tools when they get stuck and enabling them to be critical thinkers will prepare them for life and allow them multiple ways to get to their own destination.

Wonder Math

How to Improve Problem-Solving Skills: Mathematics and Critical Thinking

how-to-improve-problem-solving-skills

In today’s rapidly changing world, problem-solving has become a quintessential skill. When we discuss the topic, it’s natural to ask, “What is problem-solving?” and “How can we enhance this skill, particularly in children?” The discipline of mathematics offers a rich platform to explore these questions. Through math, not only do we delve into numbers and equations, but we also explore how to improve problem-solving skills and how to develop critical thinking skills in math. Let’s embark on this enlightening journey together.

What is Problem-Solving?

At its core, problem-solving involves identifying a challenge and finding a solution. But it’s not always as straightforward as it sounds. So, what is problem-solving? True problem-solving requires a combination of creative thinking and logical reasoning. Mathematics, in many ways, embodies this blend. When a student approaches a math problem, they must discern the issue at hand, consider various methods to tackle it, and then systematically execute their chosen strategy.

But what is problem-solving in a broader context? It’s a life skill. Whether we’re deciding the best route to a destination, determining how to save for a big purchase, or even figuring out how to fix a broken appliance, we’re using problem-solving.

How to Develop Critical Thinking Skills in Math

Critical thinking goes hand in hand with problem-solving. But exactly how to develop critical thinking skills in math might not be immediately obvious. Here are a few strategies:

  • Contextual Learning: Teaching math within a story or real-life scenario makes it relevant. When students see math as a tool to navigate the world around them, they naturally begin to think critically about solutions.
  • Open-ended Questions: Instead of merely seeking the “right” answer, encourage students to explain their thought processes. This nudges them to think deeply about their approach.
  • Group Discussions: Collaborative learning can foster different perspectives, prompting students to consider multiple ways to solve a problem.
  • Challenging Problems: Occasionally introducing problems that are a bit beyond a student’s current skill level can stimulate critical thinking. They will have to stretch their understanding and think outside the box.

What are the Six Basic Steps of the Problem-Solving Process?

Understanding how to improve problem-solving skills often comes down to familiarizing oneself with the systematic approach to challenges. So, what are the six basic steps of the problem-solving process?

  • Identification: Recognize and define the problem.
  • Analysis: Understand the problem’s intricacies and nuances.
  • Generation of Alternatives: Think of different ways to approach the challenge.
  • Decision Making: Choose the most suitable method to address the problem.
  • Implementation: Put the chosen solution into action.
  • Evaluation: Reflect on the solution’s effectiveness and learn from the outcome.

By embedding these steps into mathematical education, we provide students with a structured framework. When they wonder about how to improve problem-solving skills or how to develop critical thinking skills in math, they can revert to this process, refining their approach with each new challenge.

Making Math Fun and Relevant

At Wonder Math, we believe that the key to developing robust problem-solving skills lies in making math enjoyable and pertinent. When students see math not just as numbers on a page but as a captivating story or a real-world problem to be solved, their engagement skyrockets. And with heightened engagement comes enhanced understanding.

As educators and parents, it’s crucial to continuously ask ourselves: how can we demonstrate to our children what problem-solving is? How can we best teach them how to develop critical thinking skills in math? And how can we instill in them an understanding of the six basic steps of the problem-solving process?

The answer, we believe, lies in active learning, contextual teaching, and a genuine passion for the beauty of mathematics.

The Underlying Beauty of Mathematics

Often, people perceive mathematics as a rigid discipline confined to numbers and formulas. However, this is a limited view. Math, in essence, is a language that describes patterns, relationships, and structures. It’s a medium through which we can communicate complex ideas, describe our universe, and solve intricate problems. Understanding this deeper beauty of math can further emphasize how to develop critical thinking skills in math.

Why Mathematics is the Ideal Playground for Problem-Solving

Math provides endless opportunities for problem-solving. From basic arithmetic puzzles to advanced calculus challenges, every math problem offers a chance to hone our problem-solving skills. But why is mathematics so effective in this regard?

  • Structured Challenges: Mathematics presents problems in a structured manner, allowing learners to systematically break them down. This format mimics real-world scenarios where understanding the structure of a challenge can be half the battle.
  • Multiple Approaches: Most math problems can be approached in various ways . This teaches learners flexibility in thinking and the ability to view a single issue from multiple angles.
  • Immediate Feedback: Unlike many real-world problems where solutions might take time to show results, in math, students often get immediate feedback. They can quickly gauge if their approach works or if they need to rethink their strategy.

Enhancing the Learning Environment

To genuinely harness the power of mathematics in developing problem-solving skills, the learning environment plays a crucial role. A student who is afraid of making mistakes will hesitate to try out different approaches, stunting their critical thinking growth.

However, in a nurturing, supportive environment where mistakes are seen as learning opportunities, students thrive. They become more willing to take risks, try unconventional solutions, and learn from missteps. This mindset, where failure is not feared but embraced as a part of the learning journey, is pivotal for developing robust problem-solving skills.

Incorporating Technology

In our digital age, technology offers innovative ways to explore math. Interactive apps and online platforms can provide dynamic problem-solving scenarios, making the process even more engaging. These tools can simulate real-world challenges, allowing students to apply their math skills in diverse contexts, further answering the question of how to improve problem-solving skills.

More than Numbers 

In summary, mathematics is more than just numbers and formulas—it’s a world filled with challenges, patterns, and beauty. By understanding its depth and leveraging its structured nature, we can provide learners with the perfect platform to develop critical thinking and problem-solving skills. The key lies in blending traditional techniques with modern tools, creating a holistic learning environment that fosters growth, curiosity, and a lifelong love for learning.

Join us on this transformative journey at Wonder Math. Let’s make math an adventure, teaching our children not just numbers and equations, but also how to improve problem-solving skills and navigate the world with confidence. Enroll your child today and witness the magic of mathematics unfold before your eyes!

FAQ: Mathematics and Critical Thinking

1. what is problem-solving in the context of mathematics.

Problem-solving in mathematics refers to the process of identifying a mathematical challenge and systematically working through methods and strategies to find a solution.

2. Why is math considered a good avenue for developing problem-solving skills?

Mathematics provides structured challenges and allows for multiple approaches to find solutions. This promotes flexibility in thinking and encourages learners to view problems from various angles.

3. How does contextual learning enhance problem-solving abilities?

By teaching math within a story or real-life scenario, it becomes more relevant for the learner. This helps them see math as a tool to navigate real-world challenges , thereby promoting critical thinking.

4. What are the six basic steps of the problem-solving process in math?

The six steps are: Identification, Analysis, Generation of Alternatives, Decision Making, Implementation, and Evaluation.

5. How can parents support their children in developing mathematical problem-solving skills?

Parents can provide real-life contexts for math problems , encourage open discussions about different methods, and ensure a supportive environment where mistakes are seen as learning opportunities.

6. Are there any tools or apps that can help in enhancing problem-solving skills in math?

Yes, there are various interactive apps and online platforms designed specifically for math learning. These tools provide dynamic problem-solving scenarios and simulate real-world challenges, making the learning process engaging.

7. How does group discussion foster critical thinking in math?

Group discussions allow students to hear different perspectives and approaches to a problem. This can challenge their own understanding and push them to think about alternative methods.

8. Is it necessary to always follow the six steps of the problem-solving process sequentially?

While the six steps provide a structured approach, real-life problem-solving can sometimes be more fluid. It’s beneficial to know the steps, but adaptability and responsiveness to the situation are also crucial.

9. How does Wonder Math incorporate active learning in teaching mathematics?

Wonder Math integrates mathematics within engaging stories and real-world scenarios, making it fun and relevant. This active learning approach ensures that students are not just passive recipients but active participants in the learning process.

10. What if my child finds a math problem too challenging and becomes demotivated?

It’s essential to create a supportive environment where challenges are seen as growth opportunities. Remind them that every problem is a chance to learn, and it’s okay to seek help or approach it differently.

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Khan Academy Blog

Unlocking the Power of Math Learning: Strategies and Tools for Success

posted on September 20, 2023

skills needed for mathematical problem solving

Mathematics, the foundation of all sciences and technology, plays a fundamental role in our everyday lives. Yet many students find the subject challenging, causing them to shy away from it altogether. This reluctance is often due to a lack of confidence, a misunderstanding of unclear concepts, a move ahead to more advanced skills before they are ready, and ineffective learning methods. However, with the right approach, math learning can be both rewarding and empowering. This post will explore different approaches to learning math, strategies for success, and cutting-edge tools to help you achieve your goals.

Math Learning

Math learning can take many forms, including traditional classroom instruction, online courses, and self-directed learning. A multifaceted approach to math learning can improve understanding, engage students, and promote subject mastery. A 2014 study by the National Council of Teachers of Mathematics found that the use of multiple representations, such as visual aids, graphs, and real-world examples, supports the development of mathematical connections, reasoning, and problem-solving skills.

Moreover, the importance of math learning goes beyond solving equations and formulas. Advanced math skills are essential for success in many fields, including science, engineering, finance, health care, and technology. In fact, a report by Burning Glass Technologies found that 71% of high-salary, entry-level positions require advanced math skills.

Benefits of Math Learning

In today’s 21st-century world, having a broad knowledge base and strong reading and math skills is essential. Mathematical literacy plays a crucial role in this success. It empowers individuals to comprehend the world around them and make well-informed decisions based on data-driven understanding. More than just earning good grades in math, mathematical literacy is a vital life skill that can open doors to economic opportunities, improve financial management, and foster critical thinking. We’re not the only ones who say so:

  • Math learning enhances problem-solving skills, critical thinking, and logical reasoning abilities. (Source: National Council of Teachers of Mathematics )
  • It improves analytical skills that can be applied in various real-life situations, such as budgeting or analyzing data. (Source: Southern New Hampshire University )
  • Math learning promotes creativity and innovation by fostering a deep understanding of patterns and relationships. (Source: Purdue University )
  • It provides a strong foundation for careers in fields such as engineering, finance, computer science, and more. These careers generally correlate to high wages. (Source: U.S. Bureau of Labor Statistics )
  • Math skills are transferable and can be applied across different academic disciplines. (Source: Sydney School of Education and Social Work )

How to Know What Math You Need to Learn

Often students will find gaps in their math knowledge; this can occur at any age or skill level. As math learning is generally iterative, a solid foundation and understanding of the math skills that preceded current learning are key to success. The solution to these gaps is called mastery learning, the philosophy that underpins Khan Academy’s approach to education .

Mastery learning is an educational philosophy that emphasizes the importance of a student fully understanding a concept before moving on to the next one. Rather than rushing students through a curriculum, mastery learning asks educators to ensure that learners have “mastered” a topic or skill, showing a high level of proficiency and understanding, before progressing. This approach is rooted in the belief that all students can learn given the appropriate learning conditions and enough time, making it a markedly student-centered method. It promotes thoroughness over speed and encourages individualized learning paths, thus catering to the unique learning needs of each student.

Students will encounter mastery learning passively as they go through Khan Academy coursework, as our platform identifies gaps and systematically adjusts to support student learning outcomes. More details can be found in our Educators Hub . 

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How to learn math.

Learning at School

One of the most common methods of math instruction is classroom learning. In-class instruction provides students with real-time feedback, practical application, and a peer-learning environment. Teachers can personalize instruction by assessing students’ strengths and weaknesses, providing remediation when necessary, and offering advanced instruction to students who need it.

Learning at Home

Supplemental learning at home can complement traditional classroom instruction. For example, using online resources that provide additional practice opportunities, interactive games, and demonstrations, can help students consolidate learning outside of class. E-learning has become increasingly popular, with a wealth of online resources available to learners of all ages. The benefits of online learning include flexibility, customization, and the ability to work at one’s own pace. One excellent online learning platform is Khan Academy, which offers free video tutorials, interactive practice exercises, and a wealth of resources across a range of mathematical topics.

Moreover, parents can encourage and monitor progress, answer questions, and demonstrate practical applications of math in everyday life. For example, when at the grocery store, parents can ask their children to help calculate the price per ounce of two items to discover which one is the better deal. Cooking and baking with your children also provides a lot of opportunities to use math skills, like dividing a recipe in half or doubling the ingredients. 

Learning Math with the Help of Artificial Intelligence (AI) 

AI-powered tools are changing the way students learn math. Personalized feedback and adaptive practice help target individual needs. Virtual tutors offer real-time help with math concepts while AI algorithms identify areas for improvement. Custom math problems provide tailored practice, and natural language processing allows for instant question-and-answer sessions. 

Using Khan Academy’s AI Tutor, Khanmigo

Transform your child’s grasp of mathematics with Khanmigo , the 24/7 AI-powered tutor that specializes in tailored, one-on-one math instruction. Available at any time, Khanmigo provides personalized support that goes beyond mere answers to nurture genuine mathematical understanding and critical thinking. Khanmigo can track progress, identify strengths and weaknesses, and offer real-time feedback to help students stay on the right track. Within a secure and ethical AI framework, your child can tackle everything from basic arithmetic to complex calculus, all while you maintain oversight using robust parental controls.

Get Math Help with Khanmigo Right Now

You can learn anything .

Math learning is essential for success in the modern world, and with the right approach, it can also be enjoyable and rewarding. Learning math requires curiosity, diligence, and the ability to connect abstract concepts with real-world applications. Strategies for effective math learning include a multifaceted approach, including classroom instruction, online courses, homework, tutoring, and personalized AI support. 

So, don’t let math anxiety hold you back; take advantage of available resources and technology to enhance your knowledge base and enjoy the benefits of math learning.

National Council of Teachers of Mathematics, “Principles to Actions: Ensuring Mathematical Success for All” , April 2014

Project Lead The Way Research Report, “The Power of Transportable Skills: Assessing the Demand and Value of the Skills of the Future” , 2020

Page. M, “Why Develop Quantitative and Qualitative Data Analysis Skills?” , 2016

Mann. EL, Creativity: The Essence of Mathematics, Journal for the Education of the Gifted. Vol. 30, No. 2, 2006, pp. 236–260, http://www.prufrock.com ’

Nakakoji Y, Wilson R.” Interdisciplinary Learning in Mathematics and Science: Transfer of Learning for 21st Century Problem Solving at University ”. J Intell. 2020 Sep 1;8(3):32. doi: 10.3390/jintelligence8030032. PMID: 32882908; PMCID: PMC7555771.

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Problem Solving in Mathematics Education

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  • First Online: 28 June 2016

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skills needed for mathematical problem solving

  • Peter Liljedahl 6 ,
  • Manuel Santos-Trigo 7 ,
  • Uldarico Malaspina 8 &
  • Regina Bruder 9  

Part of the book series: ICME-13 Topical Surveys ((ICME13TS))

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Problem solving in mathematics education has been a prominent research field that aims at understanding and relating the processes involved in solving problems to students’ development of mathematical knowledge and problem solving competencies. The accumulated knowledge and field developments include conceptual frameworks to characterize learners’ success in problem solving activities, cognitive, metacognitive, social and affective analysis, curriculum proposals, and ways to foster problem solving approaches. In the survey, four interrelated areas are reviewed: (i) the relevance of heuristics in problem solving approaches—why are they important and what research tells us about their use? (ii) the need to characterize and foster creative problem solving approaches—what type of heuristics helps learners think of and practice creative solutions? (iii) the importance for learners to formulate and pursue their own problems; and (iv) the role played by the use of both multiple purpose and ad hoc mathematical action types of technologies in problem solving activities—what ways of reasoning do learners construct when they rely on the use of digital technologies and how technology and technology approaches can be reconciled?

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  • Mathematical Problem
  • Prospective Teacher
  • Creative Process
  • Digital Technology
  • Mathematical Task

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Mathematical problem solving has long been seen as an important aspect of mathematics, the teaching of mathematics, and the learning of mathematics. It has infused mathematics curricula around the world with calls for the teaching of problem solving as well as the teaching of mathematics through problem solving. And as such, it has been of interest to mathematics education researchers for as long as our field has existed. More relevant, mathematical problem solving has played a part in every ICME conference, from 1969 until the forthcoming meeting in Hamburg, wherein mathematical problem solving will reside most centrally within the work of Topic Study 19: Problem Solving in Mathematics Education. This booklet is being published on the occasion of this Topic Study Group.

To this end, we have assembled four summaries looking at four distinct, yet inter-related, dimensions of mathematical problem solving. The first summary, by Regina Bruder, is a nuanced look at heuristics for problem solving. This notion of heuristics is carried into Peter Liljedahl’s summary, which looks specifically at a progression of heuristics leading towards more and more creative aspects of problem solving. This is followed by Luz Manuel Santos Trigo’s summary introducing us to problem solving in and with digital technologies. The last summary, by Uldarico Malaspina Jurado, documents the rise of problem posing within the field of mathematics education in general and the problem solving literature in particular.

Each of these summaries references in some critical and central fashion the works of George Pólya or Alan Schoenfeld. To the initiated researchers, this is no surprise. The seminal work of these researchers lie at the roots of mathematical problem solving. What is interesting, though, is the diverse ways in which each of the four aforementioned contributions draw on, and position, these works so as to fit into the larger scheme of their respective summaries. This speaks to not only the depth and breadth of these influential works, but also the diversity with which they can be interpreted and utilized in extending our thinking about problem solving.

Taken together, what follows is a topical survey of ideas representing the diversity of views and tensions inherent in a field of research that is both a means to an end and an end onto itself and is unanimously seen as central to the activities of mathematics.

1 Survey on the State-of-the-Art

1.1 role of heuristics for problem solving—regina bruder.

The origin of the word heuristic dates back to the time of Archimedes and is said to have come out of one of the famous stories told about this great mathematician and inventor. The King of Syracuse asked Archimedes to check whether his new wreath was really made of pure gold. Archimedes struggled with this task and it was not until he was at the bathhouse that he came up with the solution. As he entered the tub he noticed that he had displaced a certain amount of water. Brilliant as he was, he transferred this insight to the issue with the wreath and knew he had solved the problem. According to the legend, he jumped out of the tub and ran from the bathhouse naked screaming, “Eureka, eureka!”. Eureka and heuristic have the same root in the ancient Greek language and so it has been claimed that this is how the academic discipline of “heuristics” dealing with effective approaches to problem solving (so-called heurisms) was given its name. Pólya ( 1964 ) describes this discipline as follows:

Heuristics deals with solving tasks. Its specific goals include highlighting in general terms the reasons for selecting those moments in a problem the examination of which could help us find a solution. (p. 5)

This discipline has grown, in part, from examining the approaches to certain problems more in detail and comparing them with each other in order to abstract similarities in approach, or so-called heurisms. Pólya ( 1949 ), but also, inter alia, Engel ( 1998 ), König ( 1984 ) and Sewerin ( 1979 ) have formulated such heurisms for mathematical problem tasks. The problem tasks examined by the authors mentioned are predominantly found in the area of talent programmes, that is, they often go back to mathematics competitions.

In 1983 Zimmermann provided an overview of heuristic approaches and tools in American literature which also offered suggestions for mathematics classes. In the German-speaking countries, an approach has established itself, going back to Sewerin ( 1979 ) and König ( 1984 ), which divides school-relevant heuristic procedures into heuristic tools, strategies and principles, see also Bruder and Collet ( 2011 ).

Below is a review of the conceptual background of heuristics, followed by a description of the effect mechanisms of heurisms in problem-solving processes.

1.1.1 Research Review on the Promotion of Problem Solving

In the 20th century, there has been an advancement of research on mathematical problem solving and findings about possibilities to promote problem solving with varying priorities (c.f. Pehkonen 1991 ). Based on a model by Pólya ( 1949 ), in a first phase of research on problem solving, particularly in the 1960s and the 1970s, a series of studies on problem-solving processes placing emphasis on the importance of heuristic strategies (heurisms) in problem solving has been carried out. It was assumed that teaching and learning heuristic strategies, principles and tools would provide students with an orientation in problem situations and that this could thus improve students’ problem-solving abilities (c.f. for instance, Schoenfeld 1979 ). This approach, mostly researched within the scope of talent programmes for problem solving, was rather successful (c.f. for instance, Sewerin 1979 ). In the 1980s, requests for promotional opportunities in everyday teaching were given more and more consideration: “ problem solving must be the focus of school mathematics in the 1980s ” (NCTM 1980 ). For the teaching and learning of problem solving in regular mathematics classes, the current view according to which cognitive, heuristic aspects were paramount, was expanded by certain student-specific aspects, such as attitudes, emotions and self-regulated behaviour (c.f. Kretschmer 1983 ; Schoenfeld 1985 , 1987 , 1992 ). Kilpatrick ( 1985 ) divided the promotional approaches described in the literature into five methods which can also be combined with each other.

Osmosis : action-oriented and implicit imparting of problem-solving techniques in a beneficial learning environment

Memorisation : formation of special techniques for particular types of problem and of the relevant questioning when problem solving

Imitation : acquisition of problem-solving abilities through imitation of an expert

Cooperation : cooperative learning of problem-solving abilities in small groups

Reflection : problem-solving abilities are acquired in an action-oriented manner and through reflection on approaches to problem solving.

Kilpatrick ( 1985 ) views as success when heuristic approaches are explained to students, clarified by means of examples and trained through the presentation of problems. The need of making students aware of heuristic approaches is by now largely accepted in didactic discussions. Differences in varying approaches to promoting problem-solving abilities rather refer to deciding which problem-solving strategies or heuristics are to imparted to students and in which way, and not whether these should be imparted at all or not.

1.1.2 Heurisms as an Expression of Mental Agility

The activity theory, particularly in its advancement by Lompscher ( 1975 , 1985 ), offers a well-suited and manageable model to describe learning activities and differences between learners with regard to processes and outcomes in problem solving (c.f. Perels et al. 2005 ). Mental activity starts with a goal and the motive of a person to perform such activity. Lompscher divides actual mental activity into content and process. Whilst the content in mathematical problem-solving consists of certain concepts, connections and procedures, the process describes the psychological processes that occur when solving a problem. This course of action is described in Lompscher by various qualities, such as systematic planning, independence, accuracy, activity and agility. Along with differences in motivation and the availability of expertise, it appears that intuitive problem solvers possess a particularly high mental agility, at least with regard to certain contents areas.

According to Lompscher, “flexibility of thought” expresses itself

… by the capacity to change more or less easily from one aspect of viewing to another one or to embed one circumstance or component into different correlations, to understand the relativity of circumstances and statements. It allows to reverse relations, to more or less easily or quickly attune to new conditions of mental activity or to simultaneously mind several objects or aspects of a given activity (Lompscher 1975 , p. 36).

These typical manifestations of mental agility can be focused on in problem solving by mathematical means and can be related to the heurisms known from the analyses of approaches by Pólya et al. (c.f. also Bruder 2000 ):

Reduction : Successful problem solvers will intuitively reduce a problem to its essentials in a sensible manner. To achieve such abstraction, they often use visualisation and structuring aids, such as informative figures, tables, solution graphs or even terms. These heuristic tools are also very well suited to document in retrospect the approach adopted by the intuitive problem solvers in a way that is comprehensible for all.

Reversibility : Successful problem solvers are able to reverse trains of thought or reproduce these in reverse. They will do this in appropriate situations automatically, for instance, when looking for a key they have mislaid. A corresponding general heuristic strategy is working in reverse.

Minding of aspects : Successful problem solvers will mind several aspects of a given problem at the same time or easily recognise any dependence on things and vary them in a targeted manner. Sometimes, this is also a matter of removing barriers in favour of an idea that appears to be sustainable, that is, by simply “hanging on” to a certain train of thought even against resistance. Corresponding heurisms are, for instance, the principle of invariance, the principle of symmetry (Engel 1998 ), the breaking down or complementing of geometric figures to calculate surface areas, or certain terms used in binomial formulas.

Change of aspects : Successful problem solvers will possibly change their assumptions, criteria or aspects minded in order to find a solution. Various aspects of a given problem will be considered intuitively or the problem be viewed from a different perspective, which will prevent “getting stuck” and allow for new insights and approaches. For instance, many elementary geometric propositions can also be proved in an elegant vectorial manner.

Transferring : Successful problem solvers will be able more easily than others to transfer a well-known procedure to another, sometimes even very different context. They recognise more easily the “framework” or pattern of a given task. Here, this is about own constructions of analogies and continual tracing back from the unknown to the known.

Intuitive, that is, untrained good problem solvers, are, however, often unable to access these flexibility qualities consciously. This is why they are also often unable to explain how they actually solved a given problem.

To be able to solve problems successfully, a certain mental agility is thus required. If this is less well pronounced in a certain area, learning how to solve problems means compensating by acquiring heurisms. In this case, insufficient mental agility is partly “offset” through the application of knowledge acquired by means of heurisms. Mathematical problem-solving competences are thus acquired through the promotion of manifestations of mental agility (reduction, reversibility, minding of aspects and change of aspects). This can be achieved by designing sub-actions of problem solving in connection with a (temporarily) conscious application of suitable heurisms. Empirical evidence for the success of the active principle of heurisms has been provided by Collet ( 2009 ).

Against such background, learning how to solve problems can be established as a long-term teaching and learning process which basically encompasses four phases (Bruder and Collet 2011 ):

Intuitive familiarisation with heuristic methods and techniques.

Making aware of special heurisms by means of prominent examples (explicit strategy acquisition).

Short conscious practice phase to use the newly acquired heurisms with differentiated task difficulties.

Expanding the context of the strategies applied.

In the first phase, students are familiarised with heurisms intuitively by means of targeted aid impulses and questions (what helped us solve this problem?) which in the following phase are substantiated on the basis of model tasks, are given names and are thus made aware of their existence. The third phase serves the purpose of a certain familiarisation with the new heurisms and the experience of competence through individualised practising at different requirement levels, including in the form of homework over longer periods. A fourth and delayed fourth phase aims at more flexibility through the transfer to other contents and contexts and the increasingly intuitive use of the newly acquired heurisms, so that students can enrich their own problem-solving models in a gradual manner. The second and third phases build upon each other in close chronological order, whilst the first phase should be used in class at all times.

All heurisms can basically be described in an action-oriented manner by means of asking the right questions. The way of asking questions can thus also establish a certain kind of personal relation. Even if the teacher presents and suggests the line of basic questions with a prototypical wording each time, students should always be given the opportunity to find “their” wording for the respective heurism and take a note of it for themselves. A possible key question for the use of a heuristic tool would be: How to illustrate and structure the problem or how to present it in a different way?

Unfortunately, for many students, applying heuristic approaches to problem solving will not ensue automatically but will require appropriate early and long-term promoting. The results of current studies, where promotion approaches to problem solving are connected with self-regulation and metacognitive aspects, demonstrate certain positive effects of such combination on students. This field of research includes, for instance, studies by Lester et al. ( 1989 ), Verschaffel et al. ( 1999 ), the studies on teaching method IMPROVE by Mevarech and Kramarski ( 1997 , 2003 ) and also the evaluation of a teaching concept on learning how to solve problems by the gradual conscious acquisition of heurisms by Collet and Bruder ( 2008 ).

1.2 Creative Problem Solving—Peter Liljedahl

There is a tension between the aforementioned story of Archimedes and the heuristics presented in the previous section. Archimedes, when submersing himself in the tub and suddenly seeing the solution to his problem, wasn’t relying on osmosis, memorisation, imitation, cooperation, or reflection (Kilpatrick 1985 ). He wasn’t drawing on reduction, reversibility, minding of aspects, change of aspect, or transfer (Bruder 2000 ). Archimedes was stuck and it was only, in fact, through insight and sudden illumination that he managed to solve his problem. In short, Archimedes was faced with a problem that the aforementioned heuristics, and their kind, would not help him to solve.

According to some, such a scenario is the definition of a problem. For example, Resnick and Glaser ( 1976 ) define a problem as being something that you do not have the experience to solve. Mathematicians, in general, agree with this (Liljedahl 2008 ).

Any problem in which you can see how to attack it by deliberate effort, is a routine problem, and cannot be an important discover. You must try and fail by deliberate efforts, and then rely on a sudden inspiration or intuition or if you prefer to call it luck. (Dan Kleitman, participant cited in Liljedahl 2008 , p. 19).

Problems, then, are tasks that cannot be solved by direct effort and will require some creative insight to solve (Liljedahl 2008 ; Mason et al. 1982 ; Pólya 1965 ).

1.2.1 A History of Creativity in Mathematics Education

In 1902, the first half of what eventually came to be a 30 question survey was published in the pages of L’Enseignement Mathématique , the journal of the French Mathematical Society. The authors, Édouard Claparède and Théodore Flournoy, were two Swiss psychologists who were deeply interested in the topics of mathematical discovery, creativity and invention. Their hope was that a widespread appeal to mathematicians at large would incite enough responses for them to begin to formulate some theories about this topic. The first half of the survey centered on the reasons for becoming a mathematician (family history, educational influences, social environment, etc.), attitudes about everyday life, and hobbies. This was eventually followed, in 1904, by the publication of the second half of the survey pertaining, in particular, to mental images during periods of creative work. The responses were sorted according to nationality and published in 1908.

During this same period Henri Poincaré (1854–1912), one of the most noteworthy mathematicians of the time, had already laid much of the groundwork for his own pursuit of this same topic and in 1908 gave a presentation to the French Psychological Society in Paris entitled L’Invention mathématique —often mistranslated to Mathematical Creativity Footnote 1 (c.f. Poincaré 1952 ). At the time of the presentation Poincaré stated that he was aware of Claparède and Flournoy’s work, as well as their results, but expressed that they would only confirm his own findings. Poincaré’s presentation, as well as the essay it spawned, stands to this day as one of the most insightful, and thorough treatments of the topic of mathematical discovery, creativity, and invention.

Just at this time, I left Caen, where I was living, to go on a geological excursion under the auspices of the School of Mines. The incident of the travel made me forget my mathematical work. Having reached Coutances, we entered an omnibus to go some place or other. At the moment when I put my foot on the step, the idea came to me, without anything in my former thoughts seeming to have paved the way for it, that the transformations I had used to define the Fuschian functions were identical with those of non-Euclidean geometry. I did not verify the idea; I should not have had the time, as, upon taking my seat in the omnibus, I went on with the conversation already commenced, but I felt a perfect certainty. On my return to Caen, for conscience’ sake, I verified the results at my leisure. (Poincaré 1952 , p. 53)

So powerful was his presentation, and so deep were his insights into his acts of invention and discovery that it could be said that he not so much described the characteristics of mathematical creativity, as defined them. From that point forth mathematical creativity, or even creativity in general, has not been discussed seriously without mention of Poincaré’s name.

Inspired by this presentation, Jacques Hadamard (1865–1963), a contemporary and a friend of Poincaré’s, began his own empirical investigation into this fascinating phenomenon. Hadamard had been critical of Claparède and Flournoy’s work in that they had not adequately treated the topic on two fronts. As exhaustive as the survey appeared to be, Hadamard felt that it failed to ask some key questions—the most important of which was with regard to the reason for failures in the creation of mathematics. This seemingly innocuous oversight, however, led directly to his second and “most important criticism” (Hadamard 1945 ). He felt that only “first-rate men would dare to speak of” (p. 10) such failures. So, inspired by his good friend Poincaré’s treatment of the subject Hadamard retooled the survey and gave it to friends of his for consideration—mathematicians such as Henri Poincaré and Albert Einstein, whose prominence were beyond reproach. Ironically, the new survey did not contain any questions that explicitly dealt with failure. In 1943 Hadamard gave a series of lectures on mathematical invention at the École Libre des Hautes Études in New York City. These talks were subsequently published as The Psychology of Mathematical Invention in the Mathematical Field (Hadameard 1945 ).

Hadamard’s classic work treats the subject of invention at the crossroads of mathematics and psychology. It provides not only an entertaining look at the eccentric nature of mathematicians and their rituals, but also outlines the beliefs of mid twentieth-century mathematicians about the means by which they arrive at new mathematics. It is an extensive exploration and extended argument for the existence of unconscious mental processes. In essence, Hadamard took the ideas that Poincaré had posed and, borrowing a conceptual framework for the characterization of the creative process from the Gestaltists of the time (Wallas 1926 ), turned them into a stage theory. This theory still stands as the most viable and reasonable description of the process of mathematical creativity.

1.2.2 Defining Mathematical Creativity

The phenomena of mathematical creativity, although marked by sudden illumination, actually consist of four separate stages stretched out over time, of which illumination is but one stage. These stages are initiation, incubation, illumination, and verification (Hadamard 1945 ). The first of these stages, the initiation phase, consists of deliberate and conscious work. This would constitute a person’s voluntary, and seemingly fruitless, engagement with a problem and be characterized by an attempt to solve the problem by trolling through a repertoire of past experiences. This is an important part of the inventive process because it creates the tension of unresolved effort that sets up the conditions necessary for the ensuing emotional release at the moment of illumination (Hadamard 1945 ; Poincaré 1952 ).

Following the initiation stage the solver, unable to come up with a solution stops working on the problem at a conscious level and begins to work on it at an unconscious level (Hadamard 1945 ; Poincaré 1952 ). This is referred to as the incubation stage of the inventive process and can last anywhere from several minutes to several years. After the period of incubation a rapid coming to mind of a solution, referred to as illumination , may occur. This is accompanied by a feeling of certainty and positive emotions (Poincaré 1952 ). Although the processes of incubation and illumination are shrouded behind the veil of the unconscious there are a number of things that can be deduced about them. First and foremost is the fact that unconscious work does, indeed, occur. Poincaré ( 1952 ), as well as Hadamard ( 1945 ), use the very real experience of illumination, a phenomenon that cannot be denied, as evidence of unconscious work, the fruits of which appear in the flash of illumination. No other theory seems viable in explaining the sudden appearance of solution during a walk, a shower, a conversation, upon waking, or at the instance of turning the conscious mind back to the problem after a period of rest (Poincaré 1952 ). Also deducible is that unconscious work is inextricably linked to the conscious and intentional effort that precedes it.

There is another remark to be made about the conditions of this unconscious work: it is possible, and of a certainty it is only fruitful, if it is on the one hand preceded and on the other hand followed by a period of conscious work. These sudden inspirations never happen except after some days of voluntary effort which has appeared absolutely fruitless and whence nothing good seems to have come … (Poincaré 1952 , p. 56)

Hence, the fruitless efforts of the initiation phase are only seemingly so. They not only set up the aforementioned tension responsible for the emotional release at the time of illumination, but also create the conditions necessary for the process to enter into the incubation phase.

Illumination is the manifestation of a bridging that occurs between the unconscious mind and the conscious mind (Poincaré 1952 ), a coming to (conscious) mind of an idea or solution. What brings the idea forward to consciousness is unclear, however. There are theories of the aesthetic qualities of the idea, effective surprise/shock of recognition, fluency of processing, or breaking functional fixedness. For reasons of brevity I will only expand on the first of these.

Poincaré proposed that ideas that were stimulated during initiation remained stimulated during incubation. However, freed from the constraints of conscious thought and deliberate calculation, these ideas would begin to come together in rapid and random unions so that “their mutual impacts may produce new combinations” (Poincaré 1952 ). These new combinations, or ideas, would then be evaluated for viability using an aesthetic sieve, which allows through to the conscious mind only the “right combinations” (Poincaré 1952 ). It is important to note, however, that good or aesthetic does not necessarily mean correct. Correctness is evaluated during the verification stage.

The purpose of verification is not only to check for correctness. It is also a method by which the solver re-engages with the problem at the level of details. That is, during the unconscious work the problem is engaged with at the level of ideas and concepts. During verification the solver can examine these ideas in closer details. Poincaré succinctly describes both of these purposes.

As for the calculations, themselves, they must be made in the second period of conscious work, that which follows the inspiration, that in which one verifies the results of this inspiration and deduces their consequences. (Poincaré 1952 , p. 62)

Aside from presenting this aforementioned theory on invention, Hadamard also engaged in a far-reaching discussion on a number of interesting, and sometimes quirky, aspects of invention and discovery that he had culled from the results of his empirical study, as well as from pertinent literature. This discussion was nicely summarized by Newman ( 2000 ) in his commentary on the elusiveness of invention.

The celebrated phrenologist Gall said mathematical ability showed itself in a bump on the head, the location of which he specified. The psychologist Souriau, we are told, maintained that invention occurs by “pure chance”, a valuable theory. It is often suggested that creative ideas are conjured up in “mathematical dreams”, but this attractive hypothesis has not been verified. Hadamard reports that mathematicians were asked whether “noises” or “meteorological circumstances” helped or hindered research [..] Claude Bernard, the great physiologist, said that in order to invent “one must think aside”. Hadamard says this is a profound insight; he also considers whether scientific invention may perhaps be improved by standing or sitting or by taking two baths in a row. Helmholtz and Poincaré worked sitting at a table; Hadamard’s practice is to pace the room (“Legs are the wheels of thought”, said Emile Angier); the chemist J. Teeple was the two-bath man. (p. 2039)

1.2.3 Discourses on Creativity

Creativity is a term that can be used both loosely and precisely. That is, while there exists a common usage of the term there also exists a tradition of academic discourse on the subject. A common usage of creative refers to a process or a person whose products are original, novel, unusual, or even abnormal (Csíkszentmihályi 1996 ). In such a usage, creativity is assessed on the basis of the external and observable products of the process, the process by which the product comes to be, or on the character traits of the person doing the ‘creating’. Each of these usages—product, process, person—is the roots of the discourses (Liljedahl and Allan 2014 ) that I summarize here, the first of which concerns products.

Consider a mother who states that her daughter is creative because she drew an original picture. The basis of such a statement can lie either in the fact that the picture is unlike any the mother has ever seen or unlike any her daughter has ever drawn before. This mother is assessing creativity on the basis of what her daughter has produced. However, the standards that form the basis of her assessment are neither consistent nor stringent. There does not exist a universal agreement as to what she is comparing the picture to (pictures by other children or other pictures by the same child). Likewise, there is no standard by which the actual quality of the picture is measured. The academic discourse that concerns assessment of products, on the other hand, is both consistent and stringent (Csíkszentmihályi 1996 ). This discourse concerns itself more with a fifth, and as yet unmentioned, stage of the creative process; elaboration . Elaboration is where inspiration becomes perspiration (Csíkszentmihályi 1996 ). It is the act of turning a good idea into a finished product, and the finished product is ultimately what determines the creativity of the process that spawned it—that is, it cannot be a creative process if nothing is created. In particular, this discourse demands that the product be assessed against other products within its field, by the members of that field, to determine if it is original AND useful (Csíkszentmihályi 1996 ; Bailin 1994 ). If it is, then the product is deemed to be creative. Note that such a use of assessment of end product pays very little attention to the actual process that brings this product forth.

The second discourse concerns the creative process. The literature pertaining to this can be separated into two categories—a prescriptive discussion of the creativity process and a descriptive discussion of the creativity process. Although both of these discussions have their roots in the four stages that Wallas ( 1926 ) proposed makes up the creative process, they make use of these stages in very different ways. The prescriptive discussion of the creative process is primarily focused on the first of the four stages, initiation , and is best summarized as a cause - and - effect discussion of creativity, where the thinking processes during the initiation stage are the cause and the creative outcome are the effects (Ghiselin 1952 ). Some of the literature claims that the seeds of creativity lie in being able to think about a problem or situation analogically. Other literature claims that utilizing specific thinking tools such as imagination, empathy, and embodiment will lead to creative products. In all of these cases, the underlying theory is that the eventual presentation of a creative idea will be precipitated by the conscious and deliberate efforts during the initiation stage. On the other hand, the literature pertaining to a descriptive discussion of the creative process is inclusive of all four stages (Kneller 1965 ; Koestler 1964 ). For example, Csíkszentmihályi ( 1996 ), in his work on flow attends to each of the stages, with much attention paid to the fluid area between conscious and unconscious work, or initiation and incubation. His claim is that the creative process is intimately connected to the enjoyment that exists during times of sincere and consuming engagement with a situation, the conditions of which he describes in great detail.

The third, and final, discourse on creativity pertains to the person. This discourse is space dominated by two distinct characteristics, habit and genius. Habit has to do with the personal habits as well as the habits of mind of people that have been deemed to be creative. However, creative people are most easily identified through their reputation for genius. Consequently, this discourse is often dominated by the analyses of the habits of geniuses as is seen in the work of Ghiselin ( 1952 ), Koestler ( 1964 ), and Kneller ( 1965 ) who draw on historical personalities such as Albert Einstein, Henri Poincaré, Vincent Van Gogh, D.H. Lawrence, Samuel Taylor Coleridge, Igor Stravinsky, and Wolfgang Amadeus Mozart to name a few. The result of this sort of treatment is that creative acts are viewed as rare mental feats, which are produced by extraordinary individuals who use extraordinary thought processes.

These different discourses on creativity can be summed up in a tension between absolutist and relativist perspectives on creativity (Liljedahl and Sriraman 2006 ). An absolutist perspective assumes that creative processes are the domain of genius and are present only as precursors to the creation of remarkably useful and universally novel products. The relativist perspective, on the other hand, allows for every individual to have moments of creativity that may, or may not, result in the creation of a product that may, or may not, be either useful or novel.

Between the work of a student who tries to solve a problem in geometry or algebra and a work of invention, one can say there is only a difference of degree. (Hadamard 1945 , p. 104).

Regardless of discourse, however, creativity is not “part of the theories of logical forms” (Dewey 1938 ). That is, creativity is not representative of the lock-step logic and deductive reasoning that mathematical problem solving is often presumed to embody (Bibby 2002 ; Burton 1999 ). Couple this with the aforementioned demanding constraints as to what constitutes a problem, where then does that leave problem solving heuristics? More specifically, are there creative problem solving heuristics that will allow us to resolve problems that require illumination to solve? The short answer to this question is yes—there does exist such problem solving heuristics. To understand these, however, we must first understand the routine problem solving heuristics they are built upon. In what follows, I walk through the work of key authors and researchers whose work offers us insights into progressively more creative problem solving heuristics for solving true problems.

1.2.4 Problem Solving by Design

In a general sense, design is defined as the algorithmic and deductive approach to solving a problem (Rusbult 2000 ). This process begins with a clearly defined goal or objective after which there is a great reliance on relevant past experience, referred to as repertoire (Bruner 1964 ; Schön 1987 ), to produce possible options that will lead towards a solution of the problem (Poincaré 1952 ). These options are then examined through a process of conscious evaluations (Dewey 1933 ) to determine their suitability for advancing the problem towards the final goal. In very simple terms, problem solving by design is the process of deducing the solution from that which is already known.

Mayer ( 1982 ), Schoenfeld ( 1982 ), and Silver ( 1982 ) state that prior knowledge is a key element in the problem solving process. Prior knowledge influences the problem solver’s understanding of the problem as well as the choice of strategies that will be called upon in trying to solve the problem. In fact, prior knowledge and prior experiences is all that a solver has to draw on when first attacking a problem. As a result, all problem solving heuristics incorporate this resource of past experiences and prior knowledge into their initial attack on a problem. Some heuristics refine these ideas, and some heuristics extend them (c.f. Kilpatrick 1985 ; Bruder 2000 ). Of the heuristics that refine, none is more influential than the one created by George Pólya (1887–1985).

1.2.5 George Pólya: How to Solve It

In his book How to Solve It (1949) Pólya lays out a problem solving heuristic that relies heavily on a repertoire of past experience. He summarizes the four-step process of his heuristic as follows:

Understanding the Problem

First. You have to understand the problem.

What is the unknown? What are the data? What is the condition?

Is it possible to satisfy the condition? Is the condition sufficient to determine the unknown? Or is it insufficient? Or redundant? Or contradictory?

Draw a figure. Introduce suitable notation.

Separate the various parts of the condition. Can you write them down?

Devising a Plan

Second. Find the connection between the data and the unknown. You may be obliged to consider auxiliary problems if an immediate connection cannot be found. You should obtain eventually a plan of the solution.

Have you seen it before? Or have you seen the same problem in a slightly different form?

Do you know a related problem? Do you know a theorem that could be useful?

Look at the unknown! And try to think of a familiar problem having the same or a similar unknown.

Here is a problem related to yours and solved before. Could you use it? Could you use its result? Could you use its method? Should you introduce some auxiliary element in order to make its use possible?

Could you restate the problem? Could you restate it still differently? Go back to definitions.

If you cannot solve the proposed problem try to solve first some related problem. Could you imagine a more accessible related problem? A more general problem? A more special problem? An analogous problem? Could you solve a part of the problem? Keep only a part of the condition, drop the other part; how far is the unknown then determined, how can it vary? Could you derive something useful from the data? Could you think of other data appropriate to determine the unknown? Could you change the unknown or data, or both if necessary, so that the new unknown and the new data are nearer to each other?

Did you use all the data? Did you use the whole condition? Have you taken into account all essential notions involved in the problem?

Carrying Out the Plan

Third. Carry out your plan.

Carrying out your plan of the solution, check each step. Can you see clearly that the step is correct? Can you prove that it is correct?

Looking Back

Fourth. Examine the solution obtained.

Can you check the result? Can you check the argument?

Can you derive the solution differently? Can you see it at a glance?

Can you use the result, or the method, for some other problem?

The emphasis on auxiliary problems, related problems, and analogous problems that are, in themselves, also familiar problems is an explicit manifestation of relying on a repertoire of past experience. This use of familiar problems also requires an ability to deduce from these related problems a recognizable and relevant attribute that will transfer to the problem at hand. The mechanism that allows for this transfer of knowledge between analogous problems is known as analogical reasoning (English 1997 , 1998 ; Novick 1988 , 1990 , 1995 ; Novick and Holyoak 1991 ) and has been shown to be an effective, but not always accessible, thinking strategy.

Step four in Pólya’s heuristic, looking back, is also a manifestation of utilizing prior knowledge to solve problems, albeit an implicit one. Looking back makes connections “in memory to previously acquired knowledge [..] and further establishes knowledge in long-term memory that may be elaborated in later problem-solving encounters” (Silver 1982 , p. 20). That is, looking back is a forward-looking investment into future problem solving encounters, it sets up connections that may later be needed.

Pólya’s heuristic is a refinement on the principles of problem solving by design. It not only makes explicit the focus on past experiences and prior knowledge, but also presents these ideas in a very succinct, digestible, and teachable manner. This heuristic has become a popular, if not the most popular, mechanism by which problem solving is taught and learned.

1.2.6 Alan Schoenfeld: Mathematical Problem Solving

The work of Alan Schoenfeld is also a refinement on the principles of problem solving by design. However, unlike Pólya ( 1949 ) who refined these principles at a theoretical level, Schoenfeld has refined them at a practical and empirical level. In addition to studying taught problem solving strategies he has also managed to identify and classify a variety of strategies, mostly ineffectual, that students invoke naturally (Schoenfeld 1985 , 1992 ). In so doing, he has created a better understanding of how students solve problems, as well as a better understanding of how problems should be solved and how problem solving should be taught.

For Schoenfeld, the problem solving process is ultimately a dialogue between the problem solver’s prior knowledge, his attempts, and his thoughts along the way (Schoenfeld 1982 ). As such, the solution path of a problem is an emerging and contextually dependent process. This is a departure from the predefined and contextually independent processes of Pólya’s ( 1949 ) heuristics. This can be seen in Schoenfeld’s ( 1982 ) description of a good problem solver.

To examine what accounts for expertise in problem solving, you would have to give the expert a problem for which he does not have access to a solution schema. His behavior in such circumstances is radically different from what you would see when he works on routine or familiar “non-routine” problems. On the surface his performance is no longer proficient; it may even seem clumsy. Without access to a solution schema, he has no clear indication of how to start. He may not fully understand the problem, and may simply “explore it for a while until he feels comfortable with it. He will probably try to “match” it to familiar problems, in the hope it can be transformed into a (nearly) schema-driven solution. He will bring up a variety of plausible things: related facts, related problems, tentative approaches, etc. All of these will have to be juggled and balanced. He may make an attempt solving it in a particular way, and then back off. He may try two or three things for a couple of minutes and then decide which to pursue. In the midst of pursuing one direction he may go back and say “that’s harder than it should be” and try something else. Or, after the comment, he may continue in the same direction. With luck, after some aborted attempts, he will solve the problem. (p. 32-33)

Aside from demonstrating the emergent nature of the problem solving process, this passage also brings forth two consequences of Schoenfeld’s work. The first of these is the existence of problems for which the solver does not have “access to a solution schema”. Unlike Pólya ( 1949 ), who’s heuristic is a ‘one size fits all (problems)’ heuristic, Schoenfeld acknowledges that problem solving heuristics are, in fact, personal entities that are dependent on the solver’s prior knowledge as well as their understanding of the problem at hand. Hence, the problems that a person can solve through his or her personal heuristic are finite and limited.

The second consequence that emerges from the above passage is that if a person lacks the solution schema to solve a given problem s/he may still solve the problem with the help of luck . This is an acknowledgement, if only indirectly so, of the difference between problem solving in an intentional and mechanical fashion verses problem solving in a more creative fashion, which is neither intentional nor mechanical (Pehkonen 1997 ).

1.2.7 David Perkins: Breakthrough Thinking

As mentioned, many consider a problem that can be solved by intentional and mechanical means to not be worthy of the title ‘problem’. As such, a repertoire of past experiences sufficient for dealing with such a ‘problem’ would disqualify it from the ranks of ‘problems’ and relegate it to that of ‘exercises’. For a problem to be classified as a ‘problem’, then, it must be ‘problematic’. Although such an argument is circular it is also effective in expressing the ontology of mathematical ‘problems’.

Perkins ( 2000 ) also requires problems to be problematic. His book Archimedes’ Bathtub: The Art and Logic of Breakthrough Thinking (2000) deals with situations in which the solver has gotten stuck and no amount of intentional or mechanical adherence to the principles of past experience and prior knowledge is going to get them unstuck. That is, he deals with problems that, by definition, cannot be solved through a process of design [or through the heuristics proposed by Pólya ( 1949 ) and Schoenfeld ( 1985 )]. Instead, the solver must rely on the extra-logical process of what Perkins ( 2000 ) calls breakthrough thinking .

Perkins ( 2000 ) begins by distinguishing between reasonable and unreasonable problems. Although both are solvable, only reasonable problems are solvable through reasoning. Unreasonable problems require a breakthrough in order to solve them. The problem, however, is itself inert. It is neither reasonable nor unreasonable. That quality is brought to the problem by the solver. That is, if a student cannot solve a problem by direct effort then that problem is deemed to be unreasonable for that student. Perkins ( 2000 ) also acknowledges that what is an unreasonable problem for one person is a perfectly reasonable problem for another person; reasonableness is dependent on the person.

This is not to say that, once found, the solution cannot be seen as accessible through reason. During the actual process of solving, however, direct and deductive reasoning does not work. Perkins ( 2000 ) uses several classic examples to demonstrate this, the most famous being the problem of connecting nine dots in a 3 × 3 array with four straight lines without removing pencil from paper, the solution to which is presented in Fig.  1 .

Nine dots—four lines problem and solution

To solve this problem, Perkins ( 2000 ) claims that the solver must recognize that the constraint of staying within the square created by the 3 × 3 array is a self-imposed constraint. He further claims that until this is recognized no amount of reasoning is going to solve the problem. That is, at this point in the problem solving process the problem is unreasonable. However, once this self-imposed constraint is recognized the problem, and the solution, are perfectly reasonable. Thus, the solution of an, initially, unreasonable problem is reasonable.

The problem solving heuristic that Perkins ( 2000 ) has constructed to deal with solvable, but unreasonable, problems revolves around the idea of breakthrough thinking and what he calls breakthrough problems . A breakthrough problem is a solvable problem in which the solver has gotten stuck and will require an AHA! to get unstuck and solve the problem. Perkins ( 2000 ) poses that there are only four types of solvable unreasonable problems, which he has named wilderness of possibilities , the clueless plateau , narrow canyon of exploration , and oasis of false promise . The names for the first three of these types of problems are related to the Klondike gold rush in Alaska, a time and place in which gold was found more by luck than by direct and systematic searching.

The wilderness of possibilities is a term given to a problem that has many tempting directions but few actual solutions. This is akin to a prospector searching for gold in the Klondike. There is a great wilderness in which to search, but very little gold to be found. The clueless plateau is given to problems that present the solver with few, if any, clues as to how to solve it. The narrow canyon of exploration is used to describe a problem that has become constrained in such a way that no solution now exists. The nine-dot problem presented above is such a problem. The imposed constraint that the lines must lie within the square created by the array makes a solution impossible. This is identical to the metaphor of a prospector searching for gold within a canyon where no gold exists. The final type of problem gets its name from the desert. An oasis of false promise is a problem that allows the solver to quickly get a solution that is close to the desired outcome; thereby tempting them to remain fixed on the strategy that they used to get this almost-answer. The problem is, that like the canyon, the solution does not exist at the oasis; the solution strategy that produced an almost-answer is incapable of producing a complete answer. Likewise, a desert oasis is a false promise in that it is only a reprieve from the desolation of the dessert and not a final destination.

Believing that there are only four ways to get stuck, Perkins ( 2000 ) has designed a problem solving heuristic that will “up the chances” of getting unstuck. This heuristic is based on what he refers to as “the logic of lucking out” (p. 44) and is built on the idea of introspection. By first recognizing that they are stuck, and then recognizing that the reason they are stuck can only be attributed to one of four reasons, the solver can access four strategies for getting unstuck, one each for the type of problem they are dealing with. If the reason they are stuck is because they are faced with a wilderness of possibilities they are to begin roaming far, wide, and systematically in the hope of reducing the possible solution space to one that is more manageable. If they find themselves on a clueless plateau they are to begin looking for clues, often in the wording of the problem. When stuck in a narrow canyon of possibilities they need to re-examine the problem and see if they have imposed any constraints. Finally, when in an oasis of false promise they need to re-attack the problem in such a way that they stay away from the oasis.

Of course, there are nuances and details associated with each of these types of problems and the strategies for dealing with them. However, nowhere within these details is there mention of the main difficulty inherent in introspection; that it is much easier for the solver to get stuck than it is for them to recognize that they are stuck. Once recognized, however, the details of Perkins’ ( 2000 ) heuristic offer the solver some ways for recognizing why they are stuck.

1.2.8 John Mason, Leone Burton, and Kaye Stacey: Thinking Mathematically

The work of Mason et al. in their book Thinking Mathematically ( 1982 ) also recognizes the fact that for each individual there exists problems that will not yield to their intentional and mechanical attack. The heuristic that they present for dealing with this has two main processes with a number of smaller phases, rubrics, and states. The main processes are what they refer to as specializing and generalizing. Specializing is the process of getting to know the problem and how it behaves through the examination of special instances of the problem. This process is synonymous with problem solving by design and involves the repeated oscillation between the entry and attack phases of Mason et al. ( 1982 ) heuristic. The entry phase is comprised of ‘getting started’ and ‘getting involved’ with the problem by using what is immediately known about it. Attacking the problem involves conjecturing and testing a number of hypotheses in an attempt to gain greater understanding of the problem and to move towards a solution.

At some point within this process of oscillating between entry and attack the solver will get stuck, which Mason et al. ( 1982 ) refer to as “an honourable and positive state, from which much can be learned” (p. 55). The authors dedicate an entire chapter to this state in which they acknowledge that getting stuck occurs long before an awareness of being stuck develops. They proposes that the first step to dealing with being stuck is the simple act of writing STUCK!

The act of expressing my feelings helps to distance me from my state of being stuck. It frees me from incapacitating emotions and reminds me of actions that I can take. (p. 56)

The next step is to reengage the problem by examining the details of what is known, what is wanted, what can be introduced into the problem, and what has been introduced into the problem (imposed assumptions). This process is engaged in until an AHA!, which advances the problem towards a solution, is encountered. If, at this point, the problem is not completely solved the oscillation is then resumed.

At some point in this process an attack on the problem will yield a solution and generalizing can begin. Generalizing is the process by which the specifics of a solution are examined and questions as to why it worked are investigated. This process is synonymous with the verification and elaboration stages of invention and creativity. Generalization may also include a phase of review that is similar to Pólya’s ( 1949 ) looking back.

1.2.9 Gestalt: The Psychology of Problem Solving

The Gestalt psychology of learning believes that all learning is based on insights (Koestler 1964 ). This psychology emerged as a response to behaviourism, which claimed that all learning was a response to external stimuli. Gestalt psychologists, on the other hand, believed that there was a cognitive process involved in learning as well. With regards to problem solving, the Gestalt school stands firm on the belief that problem solving, like learning, is a product of insight and as such, cannot be taught. In fact, the theory is that not only can problem solving not be taught, but also that attempting to adhere to any sort of heuristic will impede the working out of a correct solution (Krutestkii 1976 ). Thus, there exists no Gestalt problem solving heuristic. Instead, the practice is to focus on the problem and the solution rather than on the process of coming up with a solution. Problems are solved by turning them over and over in the mind until an insight, a viable avenue of attack, presents itself. At the same time, however, there is a great reliance on prior knowledge and past experiences. The Gestalt method of problem solving, then, is at the same time very different and very similar to the process of design.

Gestalt psychology has not fared well during the evolution of cognitive psychology. Although it honours the work of the unconscious mind it does so at the expense of practicality. If learning is, indeed, entirely based on insight then there is little point in continuing to study learning. “When one begins by assuming that the most important cognitive phenomena are inaccessible, there really is not much left to talk about” (Schoenfeld 1985 , p. 273). However, of interest here is the Gestalt psychologists’ claim that focus on problem solving methods creates functional fixedness (Ashcraft 1989 ). Mason et al. ( 1982 ), as well as Perkins ( 2000 ) deal with this in their work on getting unstuck.

1.2.10 Final Comments

Mathematics has often been characterized as the most precise of all sciences. Lost in such a misconception is the fact that mathematics often has its roots in the fires of creativity, being born of the extra-logical processes of illumination and intuition. Problem solving heuristics that are based solely on the processes of logical and deductive reasoning distort the true nature of problem solving. Certainly, there are problems in which logical deductive reasoning is sufficient for finding a solution. But these are not true problems. True problems need the extra-logical processes of creativity, insight, and illumination, in order to produce solutions.

Fortunately, as elusive as such processes are, there does exist problem solving heuristics that incorporate them into their strategies. Heuristics such as those by Perkins ( 2000 ) and Mason et al. ( 1982 ) have found a way of combining the intentional and mechanical processes of problem solving by design with the extra-logical processes of creativity, illumination, and the AHA!. Furthermore, they have managed to do so without having to fully comprehend the inner workings of this mysterious process.

1.3 Digital Technologies and Mathematical Problem Solving—Luz Manuel Santos-Trigo

Mathematical problem solving is a field of research that focuses on analysing the extent to which problem solving activities play a crucial role in learners’ understanding and use of mathematical knowledge. Mathematical problems are central in mathematical practice to develop the discipline and to foster students learning (Pólya 1945 ; Halmos 1994 ). Mason and Johnston-Wilder ( 2006 ) pointed out that “The purpose of a task is to initiate mathematically fruitful activity that leads to a transformation in what learners are sensitized to notice and competent to carry out” (p. 25). Tasks are essential for learners to elicit their ideas and to engage them in mathematical thinking. In a problem solving approach, what matters is the learners’ goals and ways to interact with the tasks. That is, even routine tasks can be a departure point for learners to extend initial conditions and transform them into some challenging activities.

Thus, analysing and characterizing ways in which mathematical problems are formulated (Singer et al. 2015 ) and the process involved in pursuing and solving those problems generate important information to frame and structure learning environments to guide and foster learners’ construction of mathematical concepts and problem solving competences (Santos-Trigo 2014 ). Furthermore, mathematicians or discipline practitioners have often been interested in unveiling and sharing their own experience while developing the discipline. As a results, they have provided valuable information to characterize mathematical practices and their relations to what learning processes of the discipline entails. It is recognized that the work of Pólya ( 1945 ) offered not only bases to launch several research programs in problem solving (Schoenfeld 1992 ; Mason et al. 1982 ); but also it became an essential resource for teachers to orient and structure their mathematical lessons (Krulik and Reys 1980 ).

1.3.1 Research Agenda

A salient feature of a problem solving approach to learn mathematics is that teachers and students develop and apply an enquiry or inquisitive method to delve into mathematical concepts and tasks. How are mathematical problems or concepts formulated? What types of problems are important for teachers/learners to discuss and engage in mathematical reasoning? What mathematical processes and ways of reasoning are involved in understanding mathematical concepts and solving problems? What are the features that distinguish an instructional environment that fosters problem-solving activities? How can learners’ problem solving competencies be assessed? How can learners’ problem solving competencies be characterized and explained? How can learners use digital technologies to understand mathematics and to develop problem-solving competencies? What ways of reasoning do learners construct when they use digital technologies in problem solving approaches? These types of questions have been important in the problem solving research agenda and delving into them has led researchers to generate information and results to support and frame curriculum proposals and learning scenarios. The purpose of this section is to present and discuss important themes that emerged in problem solving approaches that rely on the systematic use of several digital technologies.

In the last 40 years, the accumulated knowledge in the problem solving field has shed lights on both a characterization of what mathematical thinking involves and how learners can construct a robust knowledge in problem solving environments (Schoenfeld 1992 ). In this process, the field has contributed to identify what types of transformations traditional learning scenarios might consider when teachers and students incorporate the use of digital technologies in mathematical classrooms. In this context, it is important to briefly review what main themes and developments the field has addressed and achieved during the last 40 years.

1.3.2 Problem Solving Developments

There are traces of mathematical problems and solutions throughout the history of civilization that explain the humankind interest for identifying and exploring mathematical relations (Kline 1972 ). Pólya ( 1945 ) reflects on his own practice as a mathematician to characterize the process of solving mathematical problems through four main phases: Understanding the problem, devising a plan, carrying out the plan, and looking back. Likewise, Pólya ( 1945 ) presents and discusses the role played by heuristic methods throughout all problem solving phases. Schoenfeld ( 1985 ) presents a problem solving research program based on Pólya’s ( 1945 ) ideas to investigate the extent to which problem solving heuristics help university students to solve mathematical problems and to develop a way of thinking that shows consistently features of mathematical practices. As a result, he explains the learners’ success or failure in problem solving activities can be characterized in terms their mathematical resources and ways to access them, cognitive and metacognitive strategies used to represent and explore mathematical tasks, and systems of beliefs about mathematics and solving problems. In addition, Schoenfeld ( 1992 ) documented that heuristics methods as illustrated in Pólya’s ( 1945 ) book are ample and general and do not include clear information and directions about how learners could assimilate, learn, and use them in their problem solving experiences. He suggested that students need to discuss what it means, for example, to think of and examining special cases (one important heuristic) in finding a closed formula for series or sequences, analysing relationships of roots of polynomials, or focusing on regular polygons or equilateral/right triangles to find general relations about these figures. That is, learners need to work on examples that lead them to recognize that the use of a particular heuristic often involves thinking of different type of cases depending on the domain or content involved. Lester and Kehle ( 2003 ) summarize themes and methodological shifts in problem solving research up to 1995. Themes include what makes a problem difficult for students and what it means to be successful problem solvers; studying and contrasting experts and novices’ problem solving approaches; learners’ metacognitive, beliefs systems and the influence of affective behaviours; and the role of context; and social interactions in problem solving environments. Research methods in problem solving studies have gone from emphasizing quantitative or statistical design to the use of cases studies and ethnographic methods (Krutestkii ( 1976 ). Teaching strategies also evolved from being centred on teachers to the active students’ engagement and collaboration approaches (NCTM 2000 ). Lesh and Zawojewski ( 2007 ) propose to extend problem solving approaches beyond class setting and they introduce the construct “model eliciting activities” to delve into the learners’ ideas and thinking as a way to engage them in the development of problem solving experiences. To this end, learners develop and constantly refine problem-solving competencies as a part of a learning community that promotes and values modelling construction activities. Recently, English and Gainsburg ( 2016 ) have discussed the importance of modeling eliciting activities to prepare and develop students’ problem solving experiences for 21st Century challenges and demands.

Törner et al. ( 2007 ) invited mathematics educators worldwide to elaborate on the influence and developments of problem solving in their countries. Their contributions show a close relationship between countries mathematical education traditions and ways to frame and implement problem solving approaches. In Chinese classrooms, for example, three instructional strategies are used to structure problem solving lessons: one problem multiple solutions , multiple problems one solution , and one problem multiple changes . In the Netherlands, the realistic mathematical approach permeates the students’ development of problem solving competencies; while in France, problem solving activities are structured in terms of two influential frameworks: The theory of didactical situations and anthropological theory of didactics.

In general, problem solving frameworks and instructional approaches came from analysing students’ problem solving experiences that involve or rely mainly on the use of paper and pencil work. Thus, there is a need to re-examined principles and frameworks to explain what learners develop in learning environments that incorporate systematically the coordinated use of digital technologies (Hoyles and Lagrange 2010 ). In this perspective, it becomes important to briefly describe and identify what both multiple purpose and ad hoc technologies can offer to the students in terms of extending learning environments and representing and exploring mathematical tasks. Specifically, a task is used to identify features of mathematical reasoning that emerge through the use digital technologies that include both mathematical action and multiple purpose types of technologies.

1.3.3 Background

Digital technologies are omnipresent and their use permeates and shapes several social and academic events. Mobile devices such as tablets or smart phones are transforming the way people communicate, interact and carry out daily activities. Churchill et al. ( 2016 ) pointed out that mobile technologies provide a set of tools and affordances to structure and support learning environments in which learners continuously interact to construct knowledge and solve problems. The tools include resources or online materials, efficient connectivity to collaborate and discuss problems, ways to represent, explore and store information, and analytical and administration tools to management learning activities. Schmidt and Cohen ( 2013 ) stated that nowadays it is difficult to imagine a life without mobile devices, and communication technologies are playing a crucial role in generating both cultural and technical breakthroughs. In education, the use of mobile artefacts and computers offers learners the possibility of continuing and extending peers and groups’ mathematical discussions beyond formal settings. In this process, learners can also consult online materials and interact with experts, peers or more experienced students while working on mathematical tasks. In addition, dynamic geometry systems (GeoGebra) provide learners a set of affordances to represent and explore dynamically mathematical problems. Leung and Bolite-Frant ( 2015 ) pointed out that tools help activate an interactive environment in which teachers and students’ mathematical experiences get enriched. Thus, the digital age brings new challenges to the mathematics education community related to the changes that technologies produce to curriculum, learning scenarios, and ways to represent, explore mathematical situations. In particular, it is important to characterize the type of reasoning that learners can develop as a result of using digital technologies in their process of learning concepts and solving mathematical problems.

1.3.4 A Focus on Mathematical Tasks

Mathematical tasks are essential elements for engaging learners in mathematical reasoning which involves representing objects, identifying and exploring their properties in order to detect invariants or relationships and ways to support them. Watson and Ohtani ( 2015 ) stated that task design involves discussions about mathematical content and students’ learning (cognitive perspective), about the students’ experiences to understand the nature of mathematical activities; and about the role that tasks played in teaching practices. In this context, tasks are the vehicle to present and discuss theoretical frameworks for supporting the use of digital technology, to analyse the importance of using digital technologies in extending learners’ mathematical discussions beyond formal settings, and to design ways to foster and assess the use of technologies in learners’ problem solving environments. In addition, it is important to discuss contents, concepts, representations and strategies involved in the process of using digital technologies in approaching the tasks. Similarly, it becomes essential to discuss what types of activities students will do to learn and solve the problems in an environment where the use of technologies fosters and values the participation and collaboration of all students. What digital technologies are important to incorporate in problem solving approaches? Dynamic Geometry Systems can be considered as a milestone in the development of digital technologies. Objects or mathematical situations can be represented dynamically through the use of a Dynamic Geometry System and learners or problem solvers can identify and examine mathematical relations that emerge from moving objects within the dynamic model (Moreno-Armella and Santos-Trigo 2016 ).

Leung and Bolite-Frant ( 2015 ) stated that “dynamic geometry software can be used in task design to cover a large epistemic spectrum from drawing precise robust geometrical figures to exploration of new geometric theorems and development of argumentation discourse” (p. 195). As a result, learners not only need to develop skills and strategies to construct dynamic configuration of problems; but also ways of relying on the tool’s affordances (quantifying parameters or objects attributes, generating loci, graphing objects behaviours, using sliders, or dragging particular elements within the configuration) in order to identify and support mathematical relations. What does it mean to represent and explore an object or mathematical situation dynamically?

A simple task that involves a rhombus and its inscribed circle is used to illustrate how a dynamic representation of these objects and embedded elements can lead learners to identify and examine mathematical properties of those objects in the construction of the configuration. To this end, learners are encouraged to pose and pursue questions to explain the behaviours of parameters or attributes of the family of objects that is generated as a result of moving a particular element within the configuration.

1.3.5 A Task: A Dynamic Rhombus

Figure  2 represents a rhombus APDB and its inscribed circle (O is intersection of diagonals AD and BP and the radius of the inscribed circle is the perpendicular segment from any side of the rhombus to point O), vertex P lies on a circle c centred at point A. Circle c is only a heuristic to generate a family of rhombuses. Thus, point P can be moved along circle c to generate a family of rhombuses. Indeed, based on the symmetry of the circle it is sufficient to move P on the semicircle B’CA to draw such a family of rhombuses.

A dynamic construction of a rhombus

1.3.6 Posing Questions

A goal in constructing a dynamic model or configuration of problems is always to identify and explore mathematical properties and relations that might result from moving objects within the model. How do the areas of both the rhombus and the inscribed circle behave when point P is moved along the arc B’CB? At what position of point P does the area of the rhombus or inscribed circle reach the maximum value? The coordinates of points S and Q (Fig.  3 ) are the x -value of point P and as y -value the corresponding area values of rhombus ABDP and the inscribed circle respectively. Figure  2 shows the loci of points S and Q when point P is moved along arc B’CB. Here, finding the locus via the use of GeoGebra is another heuristic to graph the area behaviour without making explicit the algebraic model of the area.

Graphic representation of the area variation of the family of rhombuses and inscribed circles generated when P is moved through arc B’CB

The area graphs provide information to visualize that in that family of generated rhombuses the maximum area value of the inscribed circle and rhombus is reached when the rhombus becomes a square (Fig.  4 ). That is, the controlled movement of particular objects is an important strategy to analyse the area variation of the family of rhombuses and their inscribed circles.

Visualizing the rhombus and the inscribed circle with maximum area

It is important to observe the identification of points P and Q in terms of the position of point P and the corresponding areas and the movement of point P was sufficient to generate both area loci. That is, the graph representation of the areas is achieved without having an explicit algebraic expression of the area variation. Clearly, the graphic representations provide information regarding the increasing or decreasing interval of both areas; it is also important to explore what properties both graphic representations hold. The goal is to argue that the area variation of the rhombus represents an ellipse and the area of the inscribed circle represents a parabola. An initial argument might involve selecting five points on each locus and using the tool to draw the corresponding conic section (Fig.  5 ). In this case, the tool affordances play an important role in generating the graphic representation of the areas’ behaviours and in identifying properties of those representations. In this context, the use of the tool can offer learners the opportunity to problematize (Santos-Trigo 2007 ) a simple mathematical object (rhombus) as a means to search for mathematical relations and ways to support them.

Drawing the conic section that passes through five points

1.3.7 Looking for Different Solutions Methods

Another line of exploration might involve asking for ways to construct a rhombus and its inscribed circle: Suppose that the side of the rhombus and the circle are given, how can you construct the rhombus that has that circle inscribed? Figure  6 shows the given data, segment A 1 B 1 and circle centred at O and radius OD. The initial goal is to draw the circle tangent to the given segment. To this end, segment AB is congruent to segment A 1 B 1 and on this segment a point P is chosen and a perpendicular to segment AB that passes through point P is drawn. Point C is on this perpendicular and the centre of a circle with radius OD and h is the perpendicular to line PC that passes through point C. Angle ACB changes when point P is moved along segment AB and point E and F are the intersection of line h and the circle with centre M the midpoint of AB and radius MA (Fig.  6 ).

Drawing segment AB tangent to the given circle

Figure  7 a shows the right triangle AFB as the base to construct the rhombus and the inscribed circle and Fig.  7 b shows the second solution based on triangle AEB.

a Drawing the rhombus and the inscribed circle. b Drawing the second solution

Another approach might involve drawing the given circle centred at the origin and the segment as EF with point E on the y-axis. Line OC is perpendicular to segment EF and the locus of point C when point E moves along the y-axis intersects the given circle (Fig.  8 a, b). Both figures show two solutions to draw the rhombus that circumscribe the given circle.

a and b Another solution that involves finding a locus of point C

In this example, the GeoGebra affordances not only are important to construct a dynamic model of the task; but also offer learners and opportunity to explore relations that emerge from moving objects within the model. As a result, learners can rely on different concepts and strategies to solve the tasks. The idea in presenting this rhombus task is to illustrate that the use of a Dynamic Geometry System provides affordances for learners to construct dynamic representation of mathematical objects or problems, to move elements within the representation to pose questions or conjectures to explain invariants or patterns among involved parameters; to search for arguments to support emerging conjectures, and to develop a proper language to communicate results.

1.3.8 Looking Back

Conceptual frameworks used to explain learners’ construction of mathematical knowledge need to capture or take into account the different ways of reasoning that students might develop as a result of using a set of tools during the learning experiences. Figure  9 show some digital technologies that learners can use for specific purpose at the different stages of problem solving activities.

The coordinated use of digital tools to engage learners in problem solving experiences

The use of a dynamic system (GeoGebra) provides a set of affordances for learners to conceptualize and represent mathematical objects and tasks dynamically. In this process, affordances such as moving objects orderly (dragging), finding loci of objects, quantifying objects attributes (lengths, areas, angles, etc.), using sliders to vary parameters, and examining family of objects became important to look for invariance or objects relationships. Likewise, analysing the parameters or objects behaviours within the configuration might lead learners to identify properties to support emerging mathematical relations. Thus, with the use of the tool, learners might conceptualize mathematical tasks as an opportunity for them to engage in mathematical activities that include constructing dynamic models of tasks, formulating conjectures, and always looking for different arguments to support them. Similarly, learners can use an online platform to share their ideas, problem solutions or questions in a digital wall and others students can also share ideas or solution methods and engaged in mathematical discussions that extend mathematical classroom activities.

1.4 Problem Posing: An Overview for Further Progress—Uldarico Malaspina Jurado

Problem posing and problem solving are two essential aspects of the mathematical activity; however, researchers in mathematics education have not emphasized their attention on problem posing as much as problem solving. In that sense, due to its importance in the development of mathematical thinking in students since the first grades, we agree with Ellerton’s statement ( 2013 ): “for too long, successful problem solving has been lauded as the goal; the time has come for problem posing to be given a prominent but natural place in mathematics curricula and classrooms” (pp. 100–101); and due to its importance in teacher training, with Abu-Elwan’s statement ( 1999 ):

While teacher educators generally recognize that prospective teachers require guidance in mastering the ability to confront and solve problems, what is often overlooked is the critical fact that, as teachers, they must be able to go beyond the role as problem solvers. That is, in order to promote a classroom situation where creative problem solving is the central focus, the practitioner must become skillful in discovering and correctly posing problems that need solutions. (p. 1)

Scientists like Einstein and Infeld ( 1938 ), recognized not only for their notable contributions in the fields they worked, but also for their reflections on the scientific activity, pointed out the importance of problem posing; thus it is worthwhile to highlight their statement once again:

The formulation of a problem is often more essential than its solution, which may be merely a matter of mathematical or experimental skills. To raise new questions, new possibilities, to regard old questions from a new angle, requires creative imagination and marks real advance in science. (p. 92)

Certainly, it is also relevant to remember mathematician Halmos’s statement ( 1980 ): “I do believe that problems are the heart of mathematics, and I hope that as teachers (…) we will train our students to be better problem posers and problem solvers than we are” (p. 524).

An important number of researchers in mathematics education has focused on the importance of problem posing, and we currently have numerous, very important publications that deal with different aspects of problem posing related to the mathematics education of students in all educational levels and to teacher training.

1.4.1 A Retrospective Look

Kilpatrick ( 1987 ) marked a historical milestone in research related to problem posing and points out that “problem formulating should be viewed not only as a goal of instruction but also as a means of instruction” (Kilpatrick 1987 , p. 123); and he also emphasizes that, as part of students’ education, all of them should be given opportunities to live the experience of discovering and posing their own problems. Drawing attention to the few systematic studies on problem posing performed until then, Kilpatrick contributes defining some aspects that required studying and investigating as steps prior to a theoretical building, though he warns, “attempts to teach problem-formulating skills, of course, need not await a theory” (p. 124).

Kilpatrick refers to the “Source of problems” and points out how virtually all problems students solve have been posed by another person; however, in real life “many problems, if not most, must be created or discovered by the solver, who gives the problem an initial formulation” (p. 124). He also points out that problems are reformulated as they are being solved, and he relates this to investigation, reminding us what Davis ( 1985 ) states that, “what typically happens in a prolonged investigation is that problem formulation and problem solution go hand in hand, each eliciting the other as the investigation progresses” (p. 23). He also relates it to the experiences of software designers, who formulate an appropriate sequence of sub-problems to solve a problem. He poses that a subject to be examined by teachers and researchers “is whether, by drawing students’ attention to the reformulating process and given them practice in it, we can improve their problem solving performance” (p. 130). He also points out that problems may be a mathematical formulation as a result of exploring a situation and, in that sense, “school exercises in constructing mathematical models of a situation presented by the teacher are intended to provide students with experiences in formulating problems.” (p. 131).

Another important section of Kilpatrick’s work ( 1987 ) is Processes of Problem Formulating , in which he considers association, analogy, generalization and contradiction. He believes the use of concept maps to represent concept organization, as cognitive scientists Novak and Gowin suggest, might help to comprehend such concepts, stimulate creative thinking about them, and complement the ideas Brown and Walter ( 1983 ) give for problem posing by association. Further, in the section “Understanding and developing problem formulating abilities”, he poses several questions, which have not been completely answered yet, like “Perhaps the central issue from the point of view of cognitive science is what happens when someone formulates the problem? (…) What is the relation between problem formulating, problem solving and structured knowledge base? How rich a knowledge base is needed for problem formulating? (…) How does experience in problem formulating add to knowledge base? (…) What metacognitive processes are needed for problem formulating?”

It is interesting to realize that some of these questions are among the unanswered questions proposed and analyzed by Cai et al. ( 2015 ) in Chap. 1 of the book Mathematical Problem Posing (Singer et al. 2015 ). It is worth stressing the emphasis on the need to know the cognitive processes in problem posing, an aspect that Kilpatrick had already posed in 1987, as we just saw.

1.4.2 Researches and Didactic Experiences

Currently, there are a great number of publications related to problem posing, many of which are research and didactic experiences that gather the questions posed by Kilpatrick, which we just commented. Others came up naturally as reflections raised in the framework of problem solving, facing the natural requirement of having appropriate problems to use results and suggestions of researches on problem solving, or as a response to a thoughtful attitude not to resign to solving and asking students to solve problems that are always created by others. Why not learn and teach mathematics posing one’s own problems?

1.4.3 New Directions of Research

Singer et al. ( 2013 ) provides a broad view about problem posing that links problem posing experiences to general mathematics education; to the development of abilities, attitudes and creativity; and also to its interrelation with problem solving, and studies on when and how problem-solving sessions should take place. Likewise, it provides information about research done regarding ways to pose new problems and about the need for teachers to develop abilities to handle complex situations in problem posing contexts.

Singer et al. ( 2013 ) identify new directions in problem posing research that go from problem-posing task design to the development of problem-posing frameworks to structure and guide teachers and students’ problem posing experiences. In a chapter of this book, Leikin refers to three different types of problem posing activities, associated with school mathematics research: (a) problem posing through proving; (b) problem posing for investigation; and (c) problem posing through investigation. This classification becomes evident in the problems posed in a course for prospective secondary school mathematics teachers by using a dynamic geometry environment. Prospective teachers posed over 25 new problems, several of which are discussed in the article. The author considers that, by developing this type of problem posing activities, prospective mathematics teachers may pose different problems related to a geometric object, prepare more interesting lessons for their students, and thus gradually develop their mathematical competence and their creativity.

1.4.4 Final Comments

This overview, though incomplete, allows us to see a part of what problem posing experiences involve and the importance of this area in students mathematical learning. An important task is to continue reflecting on the questions posed by Kilpatrick ( 1987 ), as well as on the ones that come up in the different researches aforementioned. To continue progressing in research on problem posing and contribute to a greater consolidation of this research line, it will be really important that all mathematics educators pay more attention to problem posing, seek to integrate approaches and results, and promote joint and interdisciplinary works. As Singer et al. ( 2013 ) say, going back to Kilpatrick’s proposal ( 1987 ),

Problem posing is an old issue. What is new is the awareness that problem posing needs to pervade the education systems around the world, both as a means of instruction (…) and as an object of instruction (…) with important targets in real-life situations. (p. 5)

Although it can be argued that there is a difference between creativity, discovery, and invention (see Liljedahl and Allan 2014 ) for the purposes of this book these will be assumed to be interchangeable.

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Further Reading

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Liljedahl, P., Santos-Trigo, M., Malaspina, U., Bruder, R. (2016). Problem Solving in Mathematics Education. In: Problem Solving in Mathematics Education. ICME-13 Topical Surveys. Springer, Cham. https://doi.org/10.1007/978-3-319-40730-2_1

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International Journal for Lesson and Learning Studies

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Article publication date: 3 January 2017

Problem solving is a skill in mathematics which although always relevant has heightened priority due to the changes in the new mathematics GCSE (Department for Education, 2013). It has previously been a skill which is deemed underdeveloped within mathematics and therefore is a theme which teachers are seeking to improve and nurture in order to align with the new changes. The GCSE is the formal qualification that students take at the end of Key Stage 4 (KS4) in the UK. The paper aims to discuss these issues.

Design/methodology/approach

The focus of the enquiry was to explore, using lesson studies, the differences in students’ approaches to problem solving. Consequently, key themes relating to the mediation of gender, ability, and academic motivation surfaced. Considering these themes, the paper subsequently reflects upon pedagogical practices which might effectively develop students’ ability to problem solve. The study took part in a mixed gender comprehensive secondary school with students taking part in the observation lesson ranging in age from 11 to 12 years old. The authors are the teachers who took part in the lesson study. The teachers implemented observation techniques in the form of video and peer observation with the accompanying teacher. In addition, students provided feedback on how they approached the problem-solving tasks through a form of semi-structured interviews, conducted via the use of video diaries where no teachers were present to prevent power bias. Following this, a thematic analysis of both the observations and student video diaries generated conclusions regarding how said key themes shaped the students’ approaches to problem solving.

Students’ frustration and competitive need to find a specific answer inhibited their ability to thoroughly explore the problem posed thus overseeing vital aspects needed to solve the problem set. Many students expressed a passion for problem solving due to its freedom and un-rigid nature, which is something teachers should nurture.

Originality/value

Generally, teachers are led by a culture in which attainment is the key. However, an atmosphere should be developed where the answer is not the key and students can explore the vibrant diversity mathematics and problem solving can offer.

  • Lesson study
  • Mathematics
  • Problem-solving skills
  • Video diaries

Bradshaw, Z. and Hazell, A. (2017), "Developing problem-solving skills in mathematics: a lesson study", International Journal for Lesson and Learning Studies , Vol. 6 No. 1, pp. 32-44. https://doi.org/10.1108/IJLLS-09-2016-0032

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Unlike exercises, there is never a simple recipe for solving a problem. You can get better and better at solving problems, both by building up your background knowledge and by simply practicing. As you solve more problems (and learn how other people solved them), you learn strategies and techniques that can be useful. But no single strategy works every time.

Pólya’s How to Solve It

George Pólya was a great champion in the field of teaching effective problem solving skills. He was born in Hungary in 1887, received his Ph.D. at the University of Budapest, and was a professor at Stanford University (among other universities). He wrote many mathematical papers along with three books, most famously, “How to Solve it.” Pólya died at the age 98 in 1985.1

1. Image of Pólya by Thane Plambeck from Palo Alto, California (Flickr) [CC BY

Screen Shot 2018-08-30 at 4.43.05 PM.png

In 1945, Pólya published the short book How to Solve It , which gave a four-step method for solving mathematical problems:

First, you have to understand the problem.

After understanding, then make a plan.

Carry out the plan.

Look back on your work. How could it be better?

This is all well and good, but how do you actually do these steps?!?! Steps 1. and 2. are particularly mysterious! How do you “make a plan?” That is where you need some tools in your toolbox, and some experience to draw upon.

Much has been written since 1945 to explain these steps in more detail, but the truth is that they are more art than science. This is where math becomes a creative endeavor (and where it becomes so much fun). We will articulate some useful problem solving strategies, but no such list will ever be complete. This is really just a start to help you on your way. The best way to become a skilled problem solver is to learn the background material well, and then to solve a lot of problems!

Problem Solving Strategy 1 (Guess and Test)

Make a guess and test to see if it satisfies the demands of the problem. If it doesn't, alter the guess appropriately and check again. Keep doing this until you find a solution.

Mr. Jones has a total of 25 chickens and cows on his farm. How many of each does he have if all together there are 76 feet?

Step 1: Understanding the problem

We are given in the problem that there are 25 chickens and cows.

All together there are 76 feet.

Chickens have 2 feet and cows have 4 feet.

We are trying to determine how many cows and how many chickens Mr. Jones has on his farm.

Step 2: Devise a plan

Going to use Guess and test along with making a tab

Many times the strategy below is used with guess and test.

Make a table and look for a pattern:

Procedure: Make a table reflecting the data in the problem. If done in an orderly way, such a table will often reveal patterns and relationships that suggest how the problem can be solved.

Step 3: Carry out the plan:

Notice we are going in the wrong direction! The total number of feet is decreasing!

Better! The total number of feet are increasing!

Step 4: Looking back:

Check: 12 + 13 = 25 heads

24 + 52 = 76 feet.

We have found the solution to this problem. I could use this strategy when there are a limited number of possible answers and when two items are the same but they have one characteristic that is different.

Videos to watch:

1. Click on this link to see an example of “Guess and Test”

http://www.mathstories.com/strategies.htm

2. Click on this link to see another example of Guess and Test.

http://www.mathinaction.org/problem-solving-strategies.html

Check in question 1:

clipboard_e6298bbd7c7f66d9eb9affcd33892ef0d.png

Place the digits 8, 10, 11, 12, and 13 in the circles to make the sums across and vertically equal 31. (5 points)

Check in question 2:

Old McDonald has 250 chickens and goats in the barnyard. Altogether there are 760 feet . How many of each animal does he have? Make sure you use Polya’s 4 problem solving steps. (12 points)

Problem Solving Strategy 2 (Draw a Picture). Some problems are obviously about a geometric situation, and it is clear you want to draw a picture and mark down all of the given information before you try to solve it. But even for a problem that is not geometric thinking visually can help!

Videos to watch demonstrating how to use "Draw a Picture".

1. Click on this link to see an example of “Draw a Picture”

2. Click on this link to see another example of Draw a Picture.

Problem Solving Strategy 3 ( Using a variable to find the sum of a sequence.)

Gauss's strategy for sequences.

last term = fixed number ( n -1) + first term

The fix number is the the amount each term is increasing or decreasing by. "n" is the number of terms you have. You can use this formula to find the last term in the sequence or the number of terms you have in a sequence.

Ex: 2, 5, 8, ... Find the 200th term.

Last term = 3(200-1) +2

Last term is 599.

To find the sum of a sequence: sum = [(first term + last term) (number of terms)]/ 2

Sum = (2 + 599) (200) then divide by 2

Sum = 60,100

Check in question 3: (10 points)

Find the 320 th term of 7, 10, 13, 16 …

Then find the sum of the first 320 terms.

Problem Solving Strategy 4 (Working Backwards)

This is considered a strategy in many schools. If you are given an answer, and the steps that were taken to arrive at that answer, you should be able to determine the starting point.

Videos to watch demonstrating of “Working Backwards”

https://www.youtube.com/watch?v=5FFWTsMEeJw

Karen is thinking of a number. If you double it, and subtract 7, you obtain 11. What is Karen’s number?

1. We start with 11 and work backwards.

2. The opposite of subtraction is addition. We will add 7 to 11. We are now at 18.

3. The opposite of doubling something is dividing by 2. 18/2 = 9

4. This should be our answer. Looking back:

9 x 2 = 18 -7 = 11

5. We have the right answer.

Check in question 4:

Christina is thinking of a number.

If you multiply her number by 93, add 6, and divide by 3, you obtain 436. What is her number? Solve this problem by working backwards. (5 points)

Problem Solving Strategy 5 (Looking for a Pattern)

Definition: A sequence is a pattern involving an ordered arrangement of numbers.

We first need to find a pattern.

Ask yourself as you search for a pattern – are the numbers growing steadily larger? Steadily smaller? How is each number related?

Example 1: 1, 4, 7, 10, 13…

Find the next 2 numbers. The pattern is each number is increasing by 3. The next two numbers would be 16 and 19.

Example 2: 1, 4, 9, 16 … find the next 2 numbers. It looks like each successive number is increase by the next odd number. 1 + 3 = 4.

So the next number would be

25 + 11 = 36

Example 3: 10, 7, 4, 1, -2… find the next 2 numbers.

In this sequence, the numbers are decreasing by 3. So the next 2 numbers would be -2 -3 = -5

-5 – 3 = -8

Example 4: 1, 2, 4, 8 … find the next two numbers.

This example is a little bit harder. The numbers are increasing but not by a constant. Maybe a factor?

So each number is being multiplied by 2.

16 x 2 = 32

1. Click on this link to see an example of “Looking for a Pattern”

2. Click on this link to see another example of Looking for a Pattern.

Problem Solving Strategy 6 (Make a List)

Example 1 : Can perfect squares end in a 2 or a 3?

List all the squares of the numbers 1 to 20.

1 4 9 16 25 36 49 64 81 100 121 144 169 196 225 256 289 324 361 400.

Now look at the number in the ones digits. Notice they are 0, 1, 4, 5, 6, or 9. Notice none of the perfect squares end in 2, 3, 7, or 8. This list suggests that perfect squares cannot end in a 2, 3, 7 or 8.

How many different amounts of money can you have in your pocket if you have only three coins including only dimes and quarters?

Quarter’s dimes

0 3 30 cents

1 2 45 cents

2 1 60 cents

3 0 75 cents

Videos demonstrating "Make a List"

Check in question 5:

How many ways can you make change for 23 cents using only pennies, nickels, and dimes? (10 points)

Problem Solving Strategy 7 (Solve a Simpler Problem)

Geometric Sequences:

How would we find the nth term?

Solve a simpler problem:

1, 3, 9, 27.

1. To get from 1 to 3 what did we do?

2. To get from 3 to 9 what did we do?

Let’s set up a table:

Term Number what did we do

skills needed for mathematical problem solving

Looking back: How would you find the nth term?

skills needed for mathematical problem solving

Find the 10 th term of the above sequence.

Let L = the tenth term

skills needed for mathematical problem solving

Problem Solving Strategy 8 (Process of Elimination)

This strategy can be used when there is only one possible solution.

I’m thinking of a number.

The number is odd.

It is more than 1 but less than 100.

It is greater than 20.

It is less than 5 times 7.

The sum of the digits is 7.

It is evenly divisible by 5.

a. We know it is an odd number between 1 and 100.

b. It is greater than 20 but less than 35

21, 23, 25, 27, 29, 31, 33, 35. These are the possibilities.

c. The sum of the digits is 7

21 (2+1=3) No 23 (2+3 = 5) No 25 (2 + 5= 7) Yes Using the same process we see there are no other numbers that meet this criteria. Also we notice 25 is divisible by 5. By using the strategy elimination, we have found our answer.

Check in question 6: (8 points)

Jose is thinking of a number.

The number is not odd.

The sum of the digits is divisible by 2.

The number is a multiple of 11.

It is greater than 5 times 4.

It is a multiple of 6

It is less than 7 times 8 +23

What is the number?

Click on this link for a quick review of the problem solving strategies.

https://garyhall.org.uk/maths-problem-solving-strategies.html

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Using NRICH Tasks to Develop Key Problem-solving Skills

In her article Developing Excellence in Problem Solving with Young Learners , Jennie Pennant suggests that as teachers we can help children get better at problem solving in three main ways, one of which is through 'explicitly and repeatedly providing children with opportunities to develop key problem-solving skills'. This article builds on Jennie's.  In particular, it explains what we mean by 'problem-solving skills' and aims to give further guidance on how we can help learners to develop these skills by highlighting relevant NRICH tasks.  

What do we mean by 'problem-solving skills'?

In the aforementioned article, Jennie outlines four stages of the problem-solving process:

By explicitly drawing children's attention to these four stages, and by spending time on them in turn, we can help children become more confident problem solvers.  Jennie outlines different ways in which learners might get started on a task (stage 1), but it is once they have got going and are working on the problem (stage 2) that children will be making use of their problem-solving skills. Here are some useful problem-solving skills:

  • Trial and improvement
  • Working systematically (and remember there will be more that one way of doing this: not just the one that is obvious to you!)
  • Pattern spotting
  • Working backwards
  • Reasoning logically
  • Visualising
  • Conjecturing

The first two in this list are perhaps particularly helpful.  As learners progress towards a solution, they may take the mathematics further (stage 3) and two more problem-solving skills become important:

  • Generalising

Having reached a solution, stage 4 of the process then involves children explaining their findings and reflecting on different methods used. For the purposes of this article, we will think of 'problem-solving skills' as  those skills that learners need in order to work on the mathematics of a task, during stages 2 and 3 of the problem-solving process.  

How can we help children get better at these problem-solving skills?

skills needed for mathematical problem solving

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People also looked at

Original research article, mathematical problem-solving through cooperative learning—the importance of peer acceptance and friendships.

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  • 1 Department of Education, Uppsala University, Uppsala, Sweden
  • 2 Department of Education, Culture and Communication, Malardalen University, Vasteras, Sweden
  • 3 School of Natural Sciences, Technology and Environmental Studies, Sodertorn University, Huddinge, Sweden
  • 4 Faculty of Education, Gothenburg University, Gothenburg, Sweden

Mathematical problem-solving constitutes an important area of mathematics instruction, and there is a need for research on instructional approaches supporting student learning in this area. This study aims to contribute to previous research by studying the effects of an instructional approach of cooperative learning on students’ mathematical problem-solving in heterogeneous classrooms in grade five, in which students with special needs are educated alongside with their peers. The intervention combined a cooperative learning approach with instruction in problem-solving strategies including mathematical models of multiplication/division, proportionality, and geometry. The teachers in the experimental group received training in cooperative learning and mathematical problem-solving, and implemented the intervention for 15 weeks. The teachers in the control group received training in mathematical problem-solving and provided instruction as they would usually. Students (269 in the intervention and 312 in the control group) participated in tests of mathematical problem-solving in the areas of multiplication/division, proportionality, and geometry before and after the intervention. The results revealed significant effects of the intervention on student performance in overall problem-solving and problem-solving in geometry. The students who received higher scores on social acceptance and friendships for the pre-test also received higher scores on the selected tests of mathematical problem-solving. Thus, the cooperative learning approach may lead to gains in mathematical problem-solving in heterogeneous classrooms, but social acceptance and friendships may also greatly impact students’ results.

Introduction

The research on instruction in mathematical problem-solving has progressed considerably during recent decades. Yet, there is still a need to advance our knowledge on how teachers can support their students in carrying out this complex activity ( Lester and Cai, 2016 ). Results from the Program for International Student Assessment (PISA) show that only 53% of students from the participating countries could solve problems requiring more than direct inference and using representations from different information sources ( OECD, 2019 ). In addition, OECD (2019) reported a large variation in achievement with regard to students’ diverse backgrounds. Thus, there is a need for instructional approaches to promote students’ problem-solving in mathematics, especially in heterogeneous classrooms in which students with diverse backgrounds and needs are educated together. Small group instructional approaches have been suggested as important to promote learning of low-achieving students and students with special needs ( Kunsch et al., 2007 ). One such approach is cooperative learning (CL), which involves structured collaboration in heterogeneous groups, guided by five principles to enhance group cohesion ( Johnson et al., 1993 ; Johnson et al., 2009 ; Gillies, 2016 ). While CL has been well-researched in whole classroom approaches ( Capar and Tarim, 2015 ), few studies of the approach exist with regard to students with special educational needs (SEN; McMaster and Fuchs, 2002 ). This study contributes to previous research by studying the effects of the CL approach on students’ mathematical problem-solving in heterogeneous classrooms, in which students with special needs are educated alongside with their peers.

Group collaboration through the CL approach is structured in accordance with five principles of collaboration: positive interdependence, individual accountability, explicit instruction in social skills, promotive interaction, and group processing ( Johnson et al., 1993 ). First, the group tasks need to be structured so that all group members feel dependent on each other in the completion of the task, thus promoting positive interdependence. Second, for individual accountability, the teacher needs to assure that each group member feels responsible for his or her share of work, by providing opportunities for individual reports or evaluations. Third, the students need explicit instruction in social skills that are necessary for collaboration. Fourth, the tasks and seat arrangements should be designed to promote interaction among group members. Fifth, time needs to be allocated to group processing, through which group members can evaluate their collaborative work to plan future actions. Using these principles for cooperation leads to gains in mathematics, according to Capar and Tarim (2015) , who conducted a meta-analysis on studies of cooperative learning and mathematics, and found an increase of .59 on students’ mathematics achievement scores in general. However, the number of reviewed studies was limited, and researchers suggested a need for more research. In the current study, we focused on the effect of CL approach in a specific area of mathematics: problem-solving.

Mathematical problem-solving is a central area of mathematics instruction, constituting an important part of preparing students to function in modern society ( Gravemeijer et al., 2017 ). In fact, problem-solving instruction creates opportunities for students to apply their knowledge of mathematical concepts, integrate and connect isolated pieces of mathematical knowledge, and attain a deeper conceptual understanding of mathematics as a subject ( Lester and Cai, 2016 ). Some researchers suggest that mathematics itself is a science of problem-solving and of developing theories and methods for problem-solving ( Hamilton, 2007 ; Davydov, 2008 ).

Problem-solving processes have been studied from different perspectives ( Lesh and Zawojewski, 2007 ). Problem-solving heuristics Pólya, (1948) has largely influenced our perceptions of problem-solving, including four principles: understanding the problem, devising a plan, carrying out the plan, and looking back and reflecting upon the suggested solution. Schoenfield, (2016) suggested the use of specific problem-solving strategies for different types of problems, which take into consideration metacognitive processes and students’ beliefs about problem-solving. Further, models and modelling perspectives on mathematics ( Lesh and Doerr, 2003 ; Lesh and Zawojewski, 2007 ) emphasize the importance of engaging students in model-eliciting activities in which problem situations are interpreted mathematically, as students make connections between problem information and knowledge of mathematical operations, patterns, and rules ( Mousoulides et al., 2010 ; Stohlmann and Albarracín, 2016 ).

Not all students, however, find it easy to solve complex mathematical problems. Students may experience difficulties in identifying solution-relevant elements in a problem or visualizing appropriate solution to a problem situation. Furthermore, students may need help recognizing the underlying model in problems. For example, in two studies by Degrande et al. (2016) , students in grades four to six were presented with mathematical problems in the context of proportional reasoning. The authors found that the students, when presented with a word problem, could not identify an underlying model, but rather focused on superficial characteristics of the problem. Although the students in the study showed more success when presented with a problem formulated in symbols, the authors pointed out a need for activities that help students distinguish between different proportional problem types. Furthermore, students exhibiting specific learning difficulties may need additional support in both general problem-solving strategies ( Lein et al., 2020 ; Montague et al., 2014 ) and specific strategies pertaining to underlying models in problems. The CL intervention in the present study focused on supporting students in problem-solving, through instruction in problem-solving principles ( Pólya, 1948 ), specifically applied to three models of mathematical problem-solving—multiplication/division, geometry, and proportionality.

Students’ problem-solving may be enhanced through participation in small group discussions. In a small group setting, all the students have the opportunity to explain their solutions, clarify their thinking, and enhance understanding of a problem at hand ( Yackel et al., 1991 ; Webb and Mastergeorge, 2003 ). In fact, small group instruction promotes students’ learning in mathematics by providing students with opportunities to use language for reasoning and conceptual understanding ( Mercer and Sams, 2006 ), to exchange different representations of the problem at hand ( Fujita et al., 2019 ), and to become aware of and understand groupmates’ perspectives in thinking ( Kazak et al., 2015 ). These opportunities for learning are created through dialogic spaces characterized by openness to each other’s perspectives and solutions to mathematical problems ( Wegerif, 2011 ).

However, group collaboration is not only associated with positive experiences. In fact, studies show that some students may not be given equal opportunities to voice their opinions, due to academic status differences ( Langer-Osuna, 2016 ). Indeed, problem-solvers struggling with complex tasks may experience negative emotions, leading to uncertainty of not knowing the definite answer, which places demands on peer support ( Jordan and McDaniel, 2014 ; Hannula, 2015 ). Thus, especially in heterogeneous groups, students may need additional support to promote group interaction. Therefore, in this study, we used a cooperative learning approach, which, in contrast to collaborative learning approaches, puts greater focus on supporting group cohesion through instruction in social skills and time for reflection on group work ( Davidson and Major, 2014 ).

Although cooperative learning approach is intended to promote cohesion and peer acceptance in heterogeneous groups ( Rzoska and Ward, 1991 ), previous studies indicate that challenges in group dynamics may lead to unequal participation ( Mulryan, 1992 ; Cohen, 1994 ). Peer-learning behaviours may impact students’ problem-solving ( Hwang and Hu, 2013 ) and working in groups with peers who are seen as friends may enhance students’ motivation to learn mathematics ( Deacon and Edwards, 2012 ). With the importance of peer support in mind, this study set out to investigate whether the results of the intervention using the CL approach are associated with students’ peer acceptance and friendships.

The Present Study

In previous research, the CL approach has shown to be a promising approach in teaching and learning mathematics ( Capar and Tarim, 2015 ), but fewer studies have been conducted in whole-class approaches in general and students with SEN in particular ( McMaster and Fuchs, 2002 ). This study aims to contribute to previous research by investigating the effect of CL intervention on students’ mathematical problem-solving in grade 5. With regard to the complexity of mathematical problem-solving ( Lesh and Zawojewski, 2007 ; Degrande et al., 2016 ; Stohlmann and Albarracín, 2016 ), the CL approach in this study was combined with problem-solving principles pertaining to three underlying models of problem-solving—multiplication/division, geometry, and proportionality. Furthermore, considering the importance of peer support in problem-solving in small groups ( Mulryan, 1992 ; Cohen, 1994 ; Hwang and Hu, 2013 ), the study investigated how peer acceptance and friendships were associated with the effect of the CL approach on students’ problem-solving abilities. The study aimed to find answers to the following research questions:

a) What is the effect of CL approach on students’ problem-solving in mathematics?

b) Are social acceptance and friendship associated with the effect of CL on students’ problem-solving in mathematics?

Participants

The participants were 958 students in grade 5 and their teachers. According to power analyses prior to the start of the study, 1,020 students and 51 classes were required, with an expected effect size of 0.30 and power of 80%, provided that there are 20 students per class and intraclass correlation is 0.10. An invitation to participate in the project was sent to teachers in five municipalities via e-mail. Furthermore, the information was posted on the website of Uppsala university and distributed via Facebook interest groups. As shown in Figure 1 , teachers of 1,165 students agreed to participate in the study, but informed consent was obtained only for 958 students (463 in the intervention and 495 in the control group). Further attrition occurred at pre- and post-measurement, resulting in 581 students’ tests as a basis for analyses (269 in the intervention and 312 in the control group). Fewer students (n = 493) were finally included in the analyses of the association of students’ social acceptance and friendships and the effect of CL on students’ mathematical problem-solving (219 in the intervention and 274 in the control group). The reasons for attrition included teacher drop out due to sick leave or personal circumstances (two teachers in the control group and five teachers in the intervention group). Furthermore, some students were sick on the day of data collection and some teachers did not send the test results to the researchers.

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FIGURE 1 . Flow chart for participants included in data collection and data analysis.

As seen in Table 1 , classes in both intervention and control groups included 27 students on average. For 75% of the classes, there were 33–36% of students with SEN. In Sweden, no formal medical diagnosis is required for the identification of students with SEN. It is teachers and school welfare teams who decide students’ need for extra adaptations or special support ( Swedish National Educational Agency, 2014 ). The information on individual students’ type of SEN could not be obtained due to regulations on the protection of information about individuals ( SFS 2009 ). Therefore, the information on the number of students with SEN on class level was obtained through teacher reports.

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TABLE 1 . Background characteristics of classes and teachers in intervention and control groups.

Intervention

The intervention using the CL approach lasted for 15 weeks and the teachers worked with the CL approach three to four lessons per week. First, the teachers participated in two-days training on the CL approach, using an especially elaborated CL manual ( Klang et al., 2018 ). The training focused on the five principles of the CL approach (positive interdependence, individual accountability, explicit instruction in social skills, promotive interaction, and group processing). Following the training, the teachers introduced the CL approach in their classes and focused on group-building activities for 7 weeks. Then, 2 days of training were provided to teachers, in which the CL approach was embedded in activities in mathematical problem-solving and reading comprehension. Educational materials containing mathematical problems in the areas of multiplication and division, geometry, and proportionality were distributed to the teachers ( Karlsson and Kilborn, 2018a ). In addition to the specific problems, adapted for the CL approach, the educational materials contained guidance for the teachers, in which problem-solving principles ( Pólya, 1948 ) were presented as steps in problem-solving. Following the training, the teachers applied the CL approach in mathematical problem-solving lessons for 8 weeks.

Solving a problem is a matter of goal-oriented reasoning, starting from the understanding of the problem to devising its solution by using known mathematical models. This presupposes that the current problem is chosen from a known context ( Stillman et al., 2008 ; Zawojewski, 2010 ). This differs from the problem-solving of the textbooks, which is based on an aim to train already known formulas and procedures ( Hamilton, 2007 ). Moreover, it is important that students learn modelling according to their current abilities and conditions ( Russel, 1991 ).

In order to create similar conditions in the experiment group and the control group, the teachers were supposed to use the same educational material ( Karlsson and Kilborn, 2018a ; Karlsson and Kilborn, 2018b ), written in light of the specified view of problem-solving. The educational material is divided into three areas—multiplication/division, geometry, and proportionality—and begins with a short teachers’ guide, where a view of problem solving is presented, which is based on the work of Polya (1948) and Lester and Cai (2016) . The tasks are constructed in such a way that conceptual knowledge was in focus, not formulas and procedural knowledge.

Implementation of the Intervention

To ensure the implementation of the intervention, the researchers visited each teachers’ classroom twice during the two phases of the intervention period, as described above. During each visit, the researchers observed the lesson, using a checklist comprising the five principles of the CL approach. After the lesson, the researchers gave written and oral feedback to each teacher. As seen in Table 1 , in 18 of the 23 classes, the teachers implemented the intervention in accordance with the principles of CL. In addition, the teachers were asked to report on the use of the CL approach in their teaching and the use of problem-solving activities embedding CL during the intervention period. As shown in Table 1 , teachers in only 11 of 23 classes reported using the CL approach and problem-solving activities embedded in the CL approach at least once a week.

Control Group

The teachers in the control group received 2 days of instruction in enhancing students’ problem-solving and reading comprehension. The teachers were also supported with educational materials including mathematical problems Karlsson and Kilborn (2018b) and problem-solving principles ( Pólya, 1948 ). However, none of the activities during training or in educational materials included the CL approach. As seen in Table 1 , only 10 of 25 teachers reported devoting at least one lesson per week to mathematical problem-solving.

Tests of Mathematical Problem-Solving

Tests of mathematical problem-solving were administered before and after the intervention, which lasted for 15 weeks. The tests were focused on the models of multiplication/division, geometry, and proportionality. The three models were chosen based on the syllabus of the subject of mathematics in grades 4 to 6 in the Swedish National Curriculum ( Swedish National Educational Agency, 2018 ). In addition, the intention was to create a variation of types of problems to solve. For each of these three models, there were two tests, a pre-test and a post-test. Each test contained three tasks with increasing difficulty ( Supplementary Appendix SA ).

The tests of multiplication and division (Ma1) were chosen from different contexts and began with a one-step problem, while the following two tasks were multi-step problems. Concerning multiplication, many students in grade 5 still understand multiplication as repeated addition, causing significant problems, as this conception is not applicable to multiplication beyond natural numbers ( Verschaffel et al., 2007 ). This might be a hindrance in developing multiplicative reasoning ( Barmby et al., 2009 ). The multi-step problems in this study were constructed to support the students in multiplicative reasoning.

Concerning the geometry tests (Ma2), it was important to consider a paradigm shift concerning geometry in education that occurred in the mid-20th century, when strict Euclidean geometry gave way to other aspects of geometry like symmetry, transformation, and patterns. van Hiele (1986) prepared a new taxonomy for geometry in five steps, from a visual to a logical level. Therefore, in the tests there was a focus on properties of quadrangles and triangles, and how to determine areas by reorganising figures into new patterns. This means that structure was more important than formulas.

The construction of tests of proportionality (M3) was more complicated. Firstly, tasks on proportionality can be found in many different contexts, such as prescriptions, scales, speeds, discounts, interest, etc. Secondly, the mathematical model is complex and requires good knowledge of rational numbers and ratios ( Lesh et al., 1988 ). It also requires a developed view of multiplication, useful in operations with real numbers, not only as repeated addition, an operation limited to natural numbers ( Lybeck, 1981 ; Degrande et al., 2016 ). A linear structure of multiplication as repeated addition leads to limitations in terms of generalization and development of the concept of multiplication. This became evident in a study carried out in a Swedish context ( Karlsson and Kilborn, 2018c ). Proportionality can be expressed as a/b = c/d or as a/b = k. The latter can also be expressed as a = b∙k, where k is a constant that determines the relationship between a and b. Common examples of k are speed (km/h), scale, and interest (%). An important pre-knowledge in order to deal with proportions is to master fractions as equivalence classes like 1/3 = 2/6 = 3/9 = 4/12 = 5/15 = 6/18 = 7/21 = 8/24 … ( Karlsson and Kilborn, 2020 ). It was important to take all these aspects into account when constructing and assessing the solutions of the tasks.

The tests were graded by an experienced teacher of mathematics (4 th author) and two students in their final year of teacher training. Prior to grading, acceptable levels of inter-rater reliability were achieved by independent rating of students’ solutions and discussions in which differences between the graders were resolved. Each student response was to be assigned one point when it contained a correct answer and two points when the student provided argumentation for the correct answer and elaborated on explanation of his or her solution. The assessment was thus based on quality aspects with a focus on conceptual knowledge. As each subtest contained three questions, it generated three student solutions. So, scores for each subtest ranged from 0 to 6 points and for the total scores from 0 to 18 points. To ascertain that pre- and post-tests were equivalent in degree of difficulty, the tests were administered to an additional sample of 169 students in grade 5. Test for each model was conducted separately, as students participated in pre- and post-test for each model during the same lesson. The order of tests was switched for half of the students in order to avoid the effect of the order in which the pre- and post-tests were presented. Correlation between students’ performance on pre- and post-test was .39 ( p < 0.000) for tests of multiplication/division; .48 ( p < 0.000) for tests of geometry; and .56 ( p < 0.000) for tests of proportionality. Thus, the degree of difficulty may have differed between pre- and post-test.

Measures of Peer Acceptance and Friendships

To investigate students’ peer acceptance and friendships, peer nominations rated pre- and post-intervention were used. Students were asked to nominate peers who they preferred to work in groups with and who they preferred to be friends with. Negative peer nominations were avoided due to ethical considerations raised by teachers and parents ( Child and Nind, 2013 ). Unlimited nominations were used, as these are considered to have high ecological validity ( Cillessen and Marks, 2017 ). Peer nominations were used as a measure of social acceptance, and reciprocated nominations were used as a measure of friendship. The number of nominations for each student were aggregated and divided by the number of nominators to create a proportion of nominations for each student ( Velásquez et al., 2013 ).

Statistical Analyses

Multilevel regression analyses were conducted in R, lme4 package Bates et al. (2015) to account for nestedness in the data. Students’ classroom belonging was considered as a level 2 variable. First, we used a model in which students’ results on tests of problem-solving were studied as a function of time (pre- and post) and group belonging (intervention and control group). Second, the same model was applied to subgroups of students who performed above and below median at pre-test, to explore whether the CL intervention had a differential effect on student performance. In this second model, the results for subgroups of students could not be obtained for geometry tests for subgroup below median and for tests of proportionality for subgroup above median. A possible reason for this must have been the skewed distribution of the students in these subgroups. Therefore, another model was applied that investigated students’ performances in math at both pre- and post-test as a function of group belonging. Third, the students’ scores on social acceptance and friendships were added as an interaction term to the first model. In our previous study, students’ social acceptance changed as a result of the same CL intervention ( Klang et al., 2020 ).

The assumptions for the multilevel regression were assured during the analyses ( Snijders and Bosker, 2012 ). The assumption of normality of residuals were met, as controlled by visual inspection of quantile-quantile plots. For subgroups, however, the plotted residuals deviated somewhat from the straight line. The number of outliers, which had a studentized residual value greater than ±3, varied from 0 to 5, but none of the outliers had a Cook’s distance value larger than 1. The assumption of multicollinearity was met, as the variance inflation factors (VIF) did not exceed a value of 10. Before the analyses, the cases with missing data were deleted listwise.

What Is the Effect of the CL Approach on Students’ Problem-Solving in Mathematics?

As seen in the regression coefficients in Table 2 , the CL intervention had a significant effect on students’ mathematical problem-solving total scores and students’ scores in problem solving in geometry (Ma2). Judging by mean values, students in the intervention group appeared to have low scores on problem-solving in geometry but reached the levels of problem-solving of the control group by the end of the intervention. The intervention did not have a significant effect on students’ performance in problem-solving related to models of multiplication/division and proportionality.

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TABLE 2 . Mean scores (standard deviation in parentheses) and unstandardized multilevel regression estimates for tests of mathematical problem-solving.

The question is, however, whether CL intervention affected students with different pre-test scores differently. Table 2 includes the regression coefficients for subgroups of students who performed below and above median at pre-test. As seen in the table, the CL approach did not have a significant effect on students’ problem-solving, when the sample was divided into these subgroups. A small negative effect was found for intervention group in comparison to control group, but confidence intervals (CI) for the effect indicate that it was not significant.

Is Social Acceptance and Friendships Associated With the Effect of CL on Students’ Problem-Solving in Mathematics?

As seen in Table 3 , students’ peer acceptance and friendship at pre-test were significantly associated with the effect of the CL approach on students’ mathematical problem-solving scores. Changes in students’ peer acceptance and friendships were not significantly associated with the effect of the CL approach on students’ mathematical problem-solving. Consequently, it can be concluded that being nominated by one’s peers and having friends at the start of the intervention may be an important factor when participation in group work, structured in accordance with the CL approach, leads to gains in mathematical problem-solving.

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TABLE 3 . Mean scores (standard deviation in parentheses) and unstandardized multilevel regression estimates for tests of mathematical problem-solving, including scores of social acceptance and friendship in the model.

In light of the limited number of studies on the effects of CL on students’ problem-solving in whole classrooms ( Capar and Tarim, 2015 ), and for students with SEN in particular ( McMaster and Fuchs, 2002 ), this study sought to investigate whether the CL approach embedded in problem-solving activities has an effect on students’ problem-solving in heterogeneous classrooms. The need for the study was justified by the challenge of providing equitable mathematics instruction to heterogeneous student populations ( OECD, 2019 ). Small group instructional approaches as CL are considered as promising approaches in this regard ( Kunsch et al., 2007 ). The results showed a significant effect of the CL approach on students’ problem-solving in geometry and total problem-solving scores. In addition, with regard to the importance of peer support in problem-solving ( Deacon and Edwards, 2012 ; Hwang and Hu, 2013 ), the study explored whether the effect of CL on students’ problem-solving was associated with students’ social acceptance and friendships. The results showed that students’ peer acceptance and friendships at pre-test were significantly associated with the effect of the CL approach, while change in students’ peer acceptance and friendships from pre- to post-test was not.

The results of the study confirm previous research on the effect of the CL approach on students’ mathematical achievement ( Capar and Tarim, 2015 ). The specific contribution of the study is that it was conducted in classrooms, 75% of which were composed of 33–36% of students with SEN. Thus, while a previous review revealed inconclusive findings on the effects of CL on student achievement ( McMaster and Fuchs, 2002 ), the current study adds to the evidence of the effect of the CL approach in heterogeneous classrooms, in which students with special needs are educated alongside with their peers. In a small group setting, the students have opportunities to discuss their ideas of solutions to the problem at hand, providing explanations and clarifications, thus enhancing their understanding of problem-solving ( Yackel et al., 1991 ; Webb and Mastergeorge, 2003 ).

In this study, in accordance with previous research on mathematical problem-solving ( Lesh and Zawojewski, 2007 ; Degrande et al., 2016 ; Stohlmann and Albarracín, 2016 ), the CL approach was combined with training in problem-solving principles Pólya (1948) and educational materials, providing support in instruction in underlying mathematical models. The intention of the study was to provide evidence for the effectiveness of the CL approach above instruction in problem-solving, as problem-solving materials were accessible to teachers of both the intervention and control groups. However, due to implementation challenges, not all teachers in the intervention and control groups reported using educational materials and training as expected. Thus, it is not possible to draw conclusions of the effectiveness of the CL approach alone. However, in everyday classroom instruction it may be difficult to separate the content of instruction from the activities that are used to mediate this content ( Doerr and Tripp, 1999 ; Gravemeijer, 1999 ).

Furthermore, for successful instruction in mathematical problem-solving, scaffolding for content needs to be combined with scaffolding for dialogue ( Kazak et al., 2015 ). From a dialogical perspective ( Wegerif, 2011 ), students may need scaffolding in new ways of thinking, involving questioning their understandings and providing arguments for their solutions, in order to create dialogic spaces in which different solutions are voiced and negotiated. In this study, small group instruction through CL approach aimed to support discussions in small groups, but the study relies solely on quantitative measures of students’ mathematical performance. Video-recordings of students’ discussions may have yielded important insights into the dialogic relationships that arose in group discussions.

Despite the positive findings of the CL approach on students’ problem-solving, it is important to note that the intervention did not have an effect on students’ problem-solving pertaining to models of multiplication/division and proportionality. Although CL is assumed to be a promising instructional approach, the number of studies on its effect on students’ mathematical achievement is still limited ( Capar and Tarim, 2015 ). Thus, further research is needed on how CL intervention can be designed to promote students’ problem-solving in other areas of mathematics.

The results of this study show that the effect of the CL intervention on students’ problem-solving was associated with students’ initial scores of social acceptance and friendships. Thus, it is possible to assume that students who were popular among their classmates and had friends at the start of the intervention also made greater gains in mathematical problem-solving as a result of the CL intervention. This finding is in line with Deacon and Edwards’ study of the importance of friendships for students’ motivation to learn mathematics in small groups ( Deacon and Edwards, 2012 ). However, the effect of the CL intervention was not associated with change in students’ social acceptance and friendship scores. These results indicate that students who were nominated by a greater number of students and who received a greater number of friends did not benefit to a great extent from the CL intervention. With regard to previously reported inequalities in cooperation in heterogeneous groups ( Cohen, 1994 ; Mulryan, 1992 ; Langer Osuna, 2016 ) and the importance of peer behaviours for problem-solving ( Hwang and Hu, 2013 ), teachers should consider creating inclusive norms and supportive peer relationships when using the CL approach. The demands of solving complex problems may create negative emotions and uncertainty ( Hannula, 2015 ; Jordan and McDaniel, 2014 ), and peer support may be essential in such situations.

Limitations

The conclusions from the study must be interpreted with caution, due to a number of limitations. First, due to the regulation of protection of individuals ( SFS 2009 ), the researchers could not get information on type of SEN for individual students, which limited the possibilities of the study for investigating the effects of the CL approach for these students. Second, not all teachers in the intervention group implemented the CL approach embedded in problem-solving activities and not all teachers in the control group reported using educational materials on problem-solving. The insufficient levels of implementation pose a significant challenge to the internal validity of the study. Third, the additional investigation to explore the equivalence in difficulty between pre- and post-test, including 169 students, revealed weak to moderate correlation in students’ performance scores, which may indicate challenges to the internal validity of the study.

Implications

The results of the study have some implications for practice. Based on the results of the significant effect of the CL intervention on students’ problem-solving, the CL approach appears to be a promising instructional approach in promoting students’ problem-solving. However, as the results of the CL approach were not significant for all subtests of problem-solving, and due to insufficient levels of implementation, it is not possible to conclude on the importance of the CL intervention for students’ problem-solving. Furthermore, it appears to be important to create opportunities for peer contacts and friendships when the CL approach is used in mathematical problem-solving activities.

Data Availability Statement

The raw data supporting the conclusions of this article will be made available by the authors, without undue reservation.

Ethics Statement

The studies involving human participants were reviewed and approved by the Uppsala Ethical Regional Committee, Dnr. 2017/372. Written informed consent to participate in this study was provided by the participants’ legal guardian/next of kin.

Author Contributions

NiK was responsible for the project, and participated in data collection and data analyses. NaK and WK were responsible for intervention with special focus on the educational materials and tests in mathematical problem-solving. PE participated in the planning of the study and the data analyses, including coordinating analyses of students’ tests. MK participated in the designing and planning the study as well as data collection and data analyses.

The project was funded by the Swedish Research Council under Grant 2016-04,679.

Conflict of Interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

Publisher’s Note

All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article, or claim that may be made by its manufacturer, is not guaranteed or endorsed by the publisher.

Acknowledgments

We would like to express our gratitude to teachers who participated in the project.

Supplementary Material

The Supplementary Material for this article can be found online at: https://www.frontiersin.org/articles/10.3389/feduc.2021.710296/full#supplementary-material

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Keywords: cooperative learning, mathematical problem-solving, intervention, heterogeneous classrooms, hierarchical linear regression analysis

Citation: Klang N, Karlsson N, Kilborn W, Eriksson P and Karlberg M (2021) Mathematical Problem-Solving Through Cooperative Learning—The Importance of Peer Acceptance and Friendships. Front. Educ. 6:710296. doi: 10.3389/feduc.2021.710296

Received: 15 May 2021; Accepted: 09 August 2021; Published: 24 August 2021.

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Copyright © 2021 Klang, Karlsson, Kilborn, Eriksson and Karlberg. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

*Correspondence: Nina Klang, [email protected]

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skills needed for mathematical problem solving

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STUDENTS’ ERRORS IN PROBLEM-SOLVING REVIEWED FROM THE PERSPECTIVE OF MATH RESILIENCE

The purpose of this research is to: 1) identify students' mistakes in solving mathematical problems in trigonometry in terms of mathematical resilience according to the Newman Procedure, and 2) discuss trigonometric problems from the point of view of mathematical resilience according to the Newman Procedure.  This type of research is qualitative. The research subjects were 3 students from SMA Negeri 1 Slawi, selected using a purposive sampling technique. The methods of data collection are tests, questionnaires, interviews, and documentation. The data analysis techniques used are data reduction, data presentation, and drawing conclusions.  Based on the results of the data analysis, we obtained the following: (1) Students' mistakes in reading the questions include: students do not understand the context of the sentence, students do not correctly understand the meaning, and students do not read all the meanings of the desired words. (2) The answers to the questions include: answers that do not contradict the accepted answers but do not coincide with the inquiry accepted in the question, and answers that do not address what is required in the problem posed, often being a question of application. (3) Transforming the problem includes: considering a method being investigated, using the wrong method, and not translating the method to be used. (4) Process skills contain: concept errors, errors in computing, not continuing the settlement procedure, and not processing calculations. (5) The final answer includes: an answer that fits the context of the question, and an answer that does not match the conclusion. The contributing factors include: lack of self-confidence, confusion in describing the problem in the form of a picture, hurrying in solving problems, lack of accuracy, inability to manage time well, inability to think about problems thoroughly, forgetting to identify what is suitable and trying, confusion in determining the formula to be used, and solving the problem without completing the conclusion.

Afriyanti, I., Mulyono, & Asih, T. S. N. (2018). Mathematical literacy skills reviewed from mathematical resilience in the learning of discovery learning assisted by schoology. UJMER: Unnes Journal of Mathematics Education Research, 7 (1), 71–78. Retrieved from https://journal.unnes.ac.id/sju/ujmer/article/view/24330/11171

Afriyanti, I., Wardono, & Kartono. (2018). Pengembangan literasi matematika mengacu PISA melalui pembelajaran abad ke-21 berbasis teknologi. PRISMA: Prosiding Seminar Nasional Matematika , 1 (1), 608–617. Retrieved from https://journal.unnes.ac.id/sju/prisma/article/view/20202/9580

Alhara, Z. H., Asikin, M., & Amidi, A. (2021). Problem solving ability based on Newman procedure in team games tournament learning. UJME: Unnes Journal of Mathematics Education , 10 (1), 39–44. Retrieved from https://journal.unnes.ac.id/sju/ujme/article/view/32922/20019

Anggraini, L., Wulandari, S., & Nurmala. (2022). Errors of class VIII junior high school students in solving mathematical communication problems based on the Newman Procedure. Journal of Education and Learning Mathematics Research (JELMaR) , 3 (2), 103–108. https://doi.org/10.37303/jelmar.v3i2.80

Arjun, M., & Muntazhimah. (2023). The effect of mathematical resilience on the mathematical problem-solving ability of students. AKSIOMA: Jurnal Program Studi Pendidikan Matematika , 12 (1), 944-950. https://doi.org/10.24127/ajpm.v12i1.6584

Chu, S., Reynolds, R. B., Tavares, N. J., Notari, M., & Lee, C. W. Y. (2017). 21st century skills development through inquiry-based learning: From theory to practice . Singapore: Springer.

Dirgantoro, K. P. S., Saragih, M. J., & Listiani, T. (2019). Analisis kesalahan mahasiswa PGSD dalam menyelesaikan soal statistika penelitian pendidikan ditinjau dari prosedur Newman. JOHME: Journal of Holistic Mathematics Education , 2 (2), 83-96. https://doi.org/10.19166/johme.v2i2.1203

Duah, F. (2017). Mathematics resilience: What is known in the pre-tertiary mathematics education research and what we have found researching non-mathematics-specialists. Proceedings of the British Society for Research into Learning Mathematics, 37 (2), 1–6. Retrieved from https://bsrlm.org.uk/wp-content/uploads/2017/08/BSRLM-CP-37-2-11.pdf

Ekayanti, A., & Nasyiithoh, H. K. (2018). Profile of students’ errors in mathematical proof process viewed from adversity quotient (AQ). Tadris: Jurnal Keguruan dan Ilmu Tarbiyah, 3 (2), 155–166. https://doi.org/10.24042/tadris.v3i2.3109

Fitriani, Herman, T., & Fatimah, S. (2023). Considering the mathematical resilience in analyzing students’ problem-solving ability through learning model experimentation. International Journal of Instruction , 16 (1), 219–240. https://doi.org/10.29333/iji.2023.16113a

Goodall, J., & Johnston-Wilder, S. (2015). Overcoming mathematical helplessness and developing mathematical resilience in parents: An illustrative case study. Creative Education, 6 (5), 526–535. https://doi.org/10.4236/ce.2015.65052

Granberg, C. (2016). Discovering and addressing errors during mathematics problem-solving: A productive struggle? The Journal of Mathematical Behavior , 42 , 33–48. https://doi.org/10.1016/j.jmathb.2016.02.002

Gürefe, N., & Akcakin, V. (2018). The Turkish adaptation of the mathematical resilience scale: Validity and reliability study. Journal of Education and Training Studies, 6 (4), 38–47. Retrieved from https://redfame.com/journal/index.php/jets/article/view/2992/3265

Haghverdi, M., Semnani, A. S., & Seifi, M. (2012). The relationship between different kinds of students’ errors and the knowledge required to solve mathematics word problems. Bolema: Boletim de Educação Matemática, 26 (42), 649–665. https://doi.org/10.1590/s0103-636x2012000200012

Halim, F. A., & Rasidah, N. I. (2019). Analisis kesalahan siswa dalam menyelesaikan soal cerita aritmatika sosial berdasarkan prosedur Newman. GAUSS: Jurnal Pendidikan Matematika , 2 (1), 35-44. https://doi.org/10.30656/gauss.v2i1.1406

Harsela, K., & Asih, E. C. M. (2020). The level of mathematical resilience and mathematical problem-solving abilities of 11th grade sciences students in a senior high school. Journal of Physics: Conference Series , 1521 , 1-7. https://doi.org/10.1088/1742-6596/1521/3/032053

Hasanah, F. J., & Firmansyah, D. (2022). Analisis kemampuan pemecahan masalah ditinjau dari motivasi belajar siswa. Jurnal Educatio , 8 (1), 247-255. https://doi.org/10.31949/educatio.v8i1.1959

Jonassen, D. H. (2011). Learning to solve problems: A handbook for designing problem-solving learning environments . New York, NY: Routledge.

Kristayulita, K., & Nusantara, T. (2018). Error analysis of mathematical problems on TIMSS: A case of Indonesian secondary students. IOP Conference Series: Materials Science and Engineering, 296 , 1-7. https://doi.org/10.1088/1757-899X/296/1/012010

Kurnia, H. I., Royani, Y., Hendiana, H., & Nurfauziah, P. (2018). Analisis kemampuan komunikasi matematik siswa SMP ditinjau dari resiliensi matematik. Jurnal Pembelajaran Matematika Inovatif , 1 (5), 933–940. Retrieved from https://download.garuda.kemdikbud.go.id/article.php?article=1090878&val=16412&title=ANALISIS%20KEMAMPUAN%20KOMUNIKASI%20MATEMATIK%20SISWA%20SMP%20DI%20TINJAU%20DARI%20RESILIENSI%20MATEMATIK

Lai, C. F. (2012). Error analysis in mathematics. Behavioral Research and Teaching, 1-9. Retrieved from https://files.eric.ed.gov/fulltext/ED572252.pdf

Lastiningsih, N., Mutohir, T. C., Riyanto, Y., & Siswono, T. Y. E. (2017). Management of the school literacy movement (SLM) programme in Indonesian junior secondary schools. World Transactions on Engineering and Technology Education , 15 (4), 384–389. Retrieved from http://www.wiete.com.au/journals/WTE&TE/Pages/Vol.15,%20No.4%20(2017)/13-Lastiningsih-N.pdf

Nababan, R., Hutauruk, N., & Perawati, L. (2021). Pengaruh model pakem sistem daring terhadap hasil belajar PKn pada materi perumusan dan penetapan Pancasila sebagai dasar negara siswa kelas VII di SMP Negeri 26 Medan T.A. 2021/2022. Jurnal Darma Agung , 29 (3), 448-464. https://doi.org/10.46930/ojsuda.v29i3.1245

Oktaviani, M. (2019). Analysis of students’ error in doing mathematics problem on proportion. 2nd Asian Education Symposium, 1 , 172-177. https://doi.org/10.5220/0007300601720177

Öztürk, M., Akkan, Y., & Kaplan, A. (2020). Reading comprehension, mathematics self-efficacy perception, and mathematics attitude as correlates of students’ non-routine mathematics problem-solving skills in Turkey. International Journal of Mathematical Education in Science and Technology , 51 (7), 1042–1058. https://doi.org/10.1080/0020739X.2019.1648893

Pambudi, D. S., Budayasa, I. K., & Lukito, A. (2020). The role of mathematical connections in mathematical problem solving. Jurnal Pendidikan Matematika , 14 (2), 129–144. https://doi.org/10.22342/jpm.14.2.10985.129-144

Peatfield, N. (2015). Affective aspects of mathematical resilience. Proceedings of the British Society for Research into Learning Mathematics, 35 , 70–75. Retrieved from https://bsrlm.org.uk/wp-content/uploads/2016/02/BSRLM-IP-35-2-13.pdf

Prakitipong, N., & Nakamura, S. (2006). Analysis of mathematics performance of grade five students in Thailand using Newman procedure. Journal of International Cooperation in Education , 9 (1), 111–122. Retrieved from https://cice.hiroshima-u.ac.jp/wp-content/uploads/2014/03/9-1-9.pdf

Pungut, M. H. A., & Shahrill, M. (2014). Students’ english language abilities in solving mathematics word problems. Mathematics Education Trends and Research , 1-11. https://doi.org/10.5899/2014/metr-00048

Raduan, I. H. (2010). Error analysis and the corresponding cognitive activities committed by year five primary students in solving mathematical word problems. Procedia - Social and Behavioral Sciences . https://doi.org/10.1016/j.sbspro.2010.03.600

Rohmah, S., Kusmayadi, T. A., & Fitriana, L. (2020). Mathematical connections ability of junior high school students viewed from mathematical resilience. Journal of Physics: Conference Series , 1538 (1), 1-12. https://doi.org/10.1088/1742-6596/1538/1/012106

Saleh, K., Yuwono, I., As’ari, A. R., & Sa’dijah, C. (2017). Errors analysis solving problems analogies by Newman procedure using analogical reasoning. International Journal of Humanities and Social Sciences, 9 (1), 17-26. Retrieved from https://ijhss.net/index.php/ijhss/article/view/253/89

Sari, Y. M., & Valentino, E. (2016). An analysis of students error in solving PISA 2012 and its scaffolding. JRAMathEdu (Journal of Research and Advances in Mathematics Education), 1 (2), 90–98. https://doi.org/10.23917/jramathedu.v1i2.3380

Schleicher, A. (2019). PISA 2018 insights and interpretations. Retrieved from https://www.oecd.org/pisa/PISA%202018%20Insights%20and%20Interpretations%20FINAL%20PDF.pdf

Singh, P., Rahman, A. A., & Hoon, T. H. (2010). The Newman procedure for analyzing primary four pupils errors on written mathematical tasks: A Malaysian perspective. Procedia - Social and Behavioral Sciences, 8 , 264-271. https://doi.org/10.1016/j.sbspro.2010.12.036

Stacey, K., & Turner, R. (2015). Assessing mathematical literacy: The PISA experience , 1–321. Cham: Springer.

Sutiarso, S., & Rohmah, M. (2018). Analysis problem solving in mathematical using theory Newman. EURASIA Journal of Mathematics, Science and Technology Education, 14 (2), 671–681. https://doi.org/10.12973/ejmste/80630

Szabo, Z. K., Körtesi, P., Guncaga, J., Szabo, D., & Neag, R. (2020). Examples of problem-solving strategies in mathematics education supporting the sustainability of 21st-century skills. Sustainability, 12 (23), 1–28. https://doi.org/10.3390/su122310113

Tayeb, T., Angriani, A. D., Humaerah, S. R., Sulasteri, S., & Rasyid, M. R. (2018). The students’ errors in answering geometric tests with Newman procedures. Journal of Physics: Conference Series , 1114 , 1-8. https://doi.org/10.1088/1742-6596/1114/1/012048

Thomas, D. S., & Mahmud, M. S. (2021). Analysis of students’ error in solving quadratic equations using Newman’s procedure. International Journal of Academic Research in Business and Social Sciences , 11 (12), 222–237. https://doi.org/10.6007/ijarbss/v11-i12/11760

Veloo, A., & Krishnasamy, H. N. (2015). Types of student errors in mathematical symbols, graphs and problem-solving. Asian Social Science, 11 (15), 324-334. https://doi.org/10.5539/ass.v11n15p324

Widodo, S. A., Darhim, & Ikhwanudin, T. (2018). Improving mathematical problem solving skills through visual media. Journal of Physics: Conference Series , 948 , 1-8. https://doi.org/10.1088/1742-6596/948/1/012004

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Skills needed for mathematical problem solving (7).

Experience shows that group work is very useful in solving problems in general [12]. When the problem given to students is challenging, students are happy to work in groups. In fact is was shown that cooperative learning and metacognitive activities have positive effects on the students’ abilities to solve problems [19-20]. Group work also prepares students for the future where they have to work together on large problems and projects.

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Top 10 Challenges to Teaching Math and Science Using Real Problems

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Nine in ten educators believe that using a problem-solving approach to teaching math and science can be motivating for students, according to an EdWeek Research Center survey.

But that doesn’t mean it’s easy.

Teachers perceive lack of time as a big hurdle. In fact, a third of educators—35 percent—worry that teaching math or science through real-world problems—rather than focusing on procedures—eats up too many precious instructional minutes.

Other challenges: About another third of educators said they weren’t given sufficient professional development in how to teach using a real-world problem-solving approach. Nearly a third say reading and writing take priority over STEM, leaving little bandwidth for this kind of instruction. About a quarter say that it’s tough to find instructional materials that embrace a problem-solving perspective.

Nearly one in five cited teachers’ lack of confidence in their own problem solving, the belief that this approach isn’t compatible with standardized tests, low parent support, and the belief that student behavior is so poor that this approach would not be feasible.

The nationally representative survey included 1,183 district leaders, school leaders, and teachers, and was conducted from March 27 to April 14. (Note: The chart below lists 11 challenges because the last two on the list—dealing with teacher preparation and student behavior—received the exact percentage of responses.)

Trying to incorporate a problem-solving approach to tackling math can require rethinking long-held beliefs about how students learn, said Elham Kazemi, a professor in the teacher education program at the University of Washington.

Most teachers were taught math using a procedural perspective when they were in school. While Kazemi believes that approach has merit, she advocates for exposing students to both types of instruction.

Many educators have “grown up around a particular model of thinking of teaching and learning as the teacher in the front of the room, imparting knowledge, showing kids how to do things,” Kazemi said.

To be sure, some teachers have figured out how to incorporate some real-world problem solving alongside more traditional methods. But it can be tough for their colleagues to learn from them because “teachers don’t have a lot of time to collaborate with one another and see each other teach,” Kazemi said.

What’s more, there are limited instructional materials emphasizing problem solving, Kazemi said.

Though that’s changing, many of the resources available have “reinforced the idea that the teacher demonstrates solutions for kids,” Kazemi said.

Molly Daley, a regional math coordinator for Education Service District 112, which serves about 30 districts near Vancouver, Wash., has heard teachers raise concerns that teaching math from a problem-solving perspective takes too long—particularly given the pressure to get through all the material students will need to perform well on state tests.

Daley believes, however, that being taught to think about math in a deeper way will help students tackle math questions on state assessments that may look different from what they’ve seen before.

“It’s myth that it’s possible to cover everything that will be on the test,” as it will appear, she said. “There’s actually no way to make sure that kids have seen every single possible thing the way it will show up. That’s kind of a losing proposition.”

But rushing through the material in a purely procedural way may actually be counterproductive, she said.

Teachers don’t want kids to “sit down at the test and say, ‘I haven’t seen this and therefore I can’t do it,’” Daley said. “I think a lot of times teachers can unintentionally foster that because they’re so urgently trying to cover everything. That’s where the kind of mindless [teaching] approaches come in.”

Teachers may think to themselves: “’OK, I’m gonna make this as simple as possible, make sure everyone knows how to follow the steps and then when they see it, they can follow it,” Daley said.

But that strategy might “take away their students’ confidence that they can figure out what to do when they don’t know what to do, which is really what you want them to be thinking when they go to approach a test,” Daley said.

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The 7 Best AI Tools to Help Solve Math Problems

Quick links, the test questions, wolframalpha, microsoft mathsolver.

While OpenAI's ChatGPT is one of the most widely known AI tools, there are numerous other platforms that students can use to improve their math skills.

I tested seven AI tools on two common math problems so you know what to expect from each platform and how to use each of them.

I used two math problems to test each tool and standardize the inputs.

  • Solve for b: (2 / (b - 3)) - (6 / (2b + 1)) = 4
  • Simplify the expression: (4 / 12) + (9 / 8) x (15 / 3) - (26 / 10)

These two problems give each AI tool a chance to show reasoning, problem-solving, accuracy, and how it can guide a learner through the process.

Thetawise provides more than simple answers; you can also opt to have the AI model tutor you by sharing a detailed step-by-step breakdown of the solution. Using the platform is fairly straightforward, given that all you need to do is navigate to the platform and key in the math problem at hand. Alternatively, you can even upload a photo of the math problem onto the platform, and the AI will analyze the image and provide you with an answer.

The AI platform gave us a step-by-step breakdown of the problem:

It resulted in the answer:

While the answer is correct, the tool also provides further options for students to generate a more detailed breakdown of the steps or ask more specific questions.

WolframAlpha is an AI tool capable of solving advanced arithmetic, calculus, and algebra equations. While WolframAlpha's free version provides you with a direct answer, the paid version of the tool generates step-by-step solutions. If you want to make the best use of WolframAlpha's capabilities, you can sign up for the Pro version, which costs $5 per month for the annual plan if you're a student.

As expected, Wolfram Alpha solved both problems, showcasing its ability to handle different problems and provide precise answers quickly.

Julius works pretty similarly to the other AI tools on this list. That said, the highlight of this platform is that it has a built-in community forum, which users can use to discuss their prompts, results, or even issues they might be facing with the platform. Its active user base helps you quickly exchange ideas and receive feedback or advice. The platform's default version uses a combination of GPT-4 and Calude-3, based on whichever model best suits the prompt you input.

We tested the platform's accuracy by submitting the same problems that we did with the other AI tools. When submitting your prompt, you have the option of typing your question or uploading an image or a Google Sheet.

Julius provided correct solutions and offered options to help users verify the solution.

One of the oldest AI platforms, Microsoft's MathSolver is a great option if you want a tool capable of providing free step-by-step solutions to calculus, algebra, and other math problems. Here's how it fared when we submitted our math problems.

Microsoft's MathSolver provided the correct answers, and you can view the steps to the solution, take a quiz, solve similar problems, and more. This can be a great way to practice and perfect your understanding of different concepts.

Symbolab allows you to practice your math skills via quizzes, track your progress, and provide solutions to mathematical problems of different types, including calculus, fractions, trigonometry, and more. You can also use the Digital Notebook feature to keep track of any math problems you solve and share them with your friends. Another highlight of this platform is that educators can use the tool to create a virtual classroom, generate assessments, and share feedback, among other things.

The platform not only displays the answer but also lets you view a breakdown of the steps involved in solving the problem. You can also share the answers and steps via email or social media or print them for reference.

Anthropic launched its Claude 3 AI models in March 2024. Anthropic stated that Claude Opus, the most advanced Claude 3 model, outperforms comparable AI tools on most benchmarks for AI systems, including basic mathematics, undergraduate-level expert knowledge, and graduate-level expert reasoning. To test the platform's accuracy and ease of use, we submitted our two math problems. Here's how the platform performed:

While Claude initially got the answer wrong, probing it and requesting further clarification led to a correct solution.

Remember that we used the free version of Claude to solve this problem; subscribing to Opus (its more advanced model) is recommended if you want to take advantage of Claude's more advanced problem-solving capabilities.

Given that Claude got the previous problem wrong, our second, more basic fraction-based problem will indicate if the AI's performance was an anomaly or part of a consistent pattern.

As you can see, Claude correctly solved this problem and provided a detailed step-by-step breakdown of how it arrived at the answer.

GPT-4 can solve problems with far greater accuracy than its predecessor, GPT-3.5. If you're using the free version of ChatGPT, you'll likely only have access to GPT 3.5 and GPT-4o . However, for $20 per month, you can subscribe to the Plus model, which gives you access to GPT-4 and allows you to input five times the number of messages per day compared to the free version. That said, let's check how it performs with math problems.

In both cases, GPT-4o provided the correct answer with a detailed breakdown of the steps. While the platform is free, unlike other models, it does not have a quiz feature or a community forum.

These AI tools offer unique features and capabilities that make them a good option for math problems. Ultimately, the best way to pick a tool is by testing different models to determine which platform best fits your preferences and learning needs.

The 7 Best AI Tools to Help Solve Math Problems

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The year 2024 has continued to see the long-awaited rise of generative AI in many aspects of life. Every day, we see news of the latest tools and developments to help with our needs, from generating a grocery list to coding a program. Artificial intelligence promises a bright future, an exciting prospect that also carries fears of the technology replacing humans and eliminating jobs . While this future is further ahead than many will claim, two facts remain true: AI and its fast growth present more opportunities rather than dangers, and we must continue to teach our children how to code so they can take advantage of the freedom of creativity that AI provides.

Generative AI is driven using LLMs, or large-language models. It learns by combining the prompts and queries you enter with the information available from many sources, including the web. Generative AI can create base code with a simple prompt, but it still needs an engineer or programmer to check that code, understand what needs to be modified, and then apply it to the right context and use in a program. AI frees the programmer from debugging and instead allows for a focus on creativity. It lets us reinvent a better wheel—a wheel that more people can access and benefit from.

With that in mind, consider the benefits of learning how to code in our increasingly technological world. Instead of having to go through hours of courses to learn base code, we are free to be creative, to think critically, and to problem-solve. With easier access to generating starting code, our children face lower barriers in learning how to use code to solve the problems of today and tomorrow. They can more freely collaborate, communicate, and create. The power of learning how to code is in the intangible skills of breaking down a problem piece by piece and approaching it in different ways to find a solution. Coding is one of the best mediums to combine problem-solving and technology.

For example, take the case where you need to use generative AI to draft an email. You wouldn’t simply copy and paste what your prompt yields; you would read through it, evaluate the word choice and tone, and then make edits to ensure accuracy. You would integrate your personal voice and reformat the AI’s results for consistency and style. AI provides the starting point, but you are ultimately responsible for the final product. You use your critical thinking skills and creativity to apply the generated results in the way you want and need.

Teaching our children how to code ensures that they can focus on their best work by being creative, modifying, and problem-solving. They won’t have to spend hours starting from scratch repeatedly or redoing work that’s already been done.

Coding jobs will evolve as AI improves

This also leads to the idea that not all coding jobs will be eliminated, they will just evolve. Programming positions today require an intensive number of hours to learn and master the coding languages that a specific job requires (i.e. Python, C#, etc.). This requirement for highly specialized knowledge to be qualified for a job will go away as AI continues to improve. It will continue to be critical to learn how to code in the future, but the knowledge and training a programmer needs will shift to knowing how to leverage tools and AI-built programs, rather than the hundreds of hours needed to master a specific programming language.

While there is a long pathway ahead for a generative AI tool to be 100% accurate and free of errors, there will be a time in the future when AI becomes the everyday tool to support our lives. Also, for every disruptive tool or invention, there are new jobs to improve and maintain such creations. In the programming world, there will always be a need for those who understand the code that drives the technology that we use.

In February, when Google’s AI Gemini was prompted to generate an image of a U.S. senator from the 1800s, the results were incorrect and comical —users reported images ranging from a group of Asian men dressed in Western period attire to Native American women in their traditional garb. Google engineers with the proper programming skills had to fix the logic and data being used by the AI. How many other times have we already seen so-called advanced generative AI tools require fixes or elimination of false statements in the past year alone?

The rise of AI presents unparalleled opportunities to innovate and expand our technological capabilities. By integrating AI into our lives, we free ourselves from the constraints of specialized knowledge, allowing us to focus on creativity and problem-solving. To fully leverage AI’s benefits, we must continue to teach our children the invaluable skills of coding. In doing so, we prepare them to thrive in a future where technology and creativity go hand in hand. Embrace AI and let us inspire the next generation to innovate and create like never before.

Ed Kim is vice president of education and training at Code Ninjas .

More on artificial intelligence:

  • I’ve read over 100 AI requests for proposals from major companies. Here’s the matrix of guardrails and obligations that is emerging
  • The race for human-AI interaction usage data is on—and the stakes are high
  • For Gen Zers like me, AI regulation isn’t happening fast enough —and our future depends on it
  • AI’s ability to write for us—and our inability to resist ‘The Button’ —will spark a crisis of meaning in creative work

The opinions expressed in Fortune.com commentary pieces are solely the views of their authors and do not necessarily reflect the opinions and beliefs of  Fortune .

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  1. How to Improve your Students' Confidence with Problem Solving Skills in

    skills needed for mathematical problem solving

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  3. Problem Solving Steps Math

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  4. Indicators of mathematical problem-solving skills.

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  5. Problem Solving Strategies for Math Poster by TeachPlanLove

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    skills needed for mathematical problem solving

VIDEO

  1. 🔥Problem solving skill is more important

  2. Mathematical problem solving by our student @prathibha High school,Gwk

  3. Problem Solving and Reasoning: Polya's Steps and Problem Solving Strategies

  4. Tips to Solving Problems Effective

  5. Why Can't I Improve in Mathematics

  6. Class 6 Maths

COMMENTS

  1. PDF Skills Needed for Mathematical Problem Solving

    Skills Needed for Mathematical Problem Solving Dr A Dendane, UGRU Math 10 th Annual Research Conference UAE University 13-16 April, 2009 www.analyzemath.com 4/13/2009 1. Why Is Mathematical Problem Solving Important? It helps students 1. develop and improve the generic ability to solve real life problems,

  2. 20 Effective Math Strategies For Problem Solving

    Here are five strategies to help students check their solutions. 1. Use the Inverse Operation. For simpler problems, a quick and easy problem solving strategy is to use the inverse operation. For example, if the operation to solve a word problem is 56 ÷ 8 = 7 students can check the answer is correct by multiplying 8 × 7.

  3. PDF Assessment Strategies for Enhancing Students' Mathematical Problem

    mathematical skills needed in today's world and the shifts that should be made in both content and pedagogy for preparing students to acquire relevant 21 ... mathematical problem-solving skills, and effect/role of assessments on students' mathematical problem-solving skills' as keywords, 63 studies were obtained. With a

  4. Problem Solving Maths: Strengthening Mathematical Skills

    There will be lots of answers, but no 'right' answer. Communicate. To solve the word problem we need to find the numbers that will go into 20 without a remainder (the factors). The factors of 20 are 1, 2, 4, 5, 10 and 20. Combinations of numbers that could work are: 1, 1, 20 1, 2, 10 1, 4, 5 2, 2, 5. Reflect.

  5. 6 Tips for Teaching Math Problem-Solving Skills

    1. Link problem-solving to reading. When we can remind students that they already have many comprehension skills and strategies they can easily use in math problem-solving, it can ease the anxiety surrounding the math problem. For example, providing them with strategies to practice, such as visualizing, acting out the problem with math tools ...

  6. How to Improve Problem-Solving Skills: Mathematics and Critical

    Decision Making: Choose the most suitable method to address the problem. Implementation: Put the chosen solution into action. Evaluation: Reflect on the solution's effectiveness and learn from the outcome. By embedding these steps into mathematical education, we provide students with a structured framework. When they wonder about how to ...

  7. PDF Developing mathematical problem-solving skills in primary school by

    mathematical problem-solving by providing visual tools called Problem-solving Keys, would improve students' performance in tasks and skills in justifying their reasoning. To map students' problem -solving skills and strategies, data from 25 fifth graders' pre-tests and post-tests with non-routine mathematical tasks were analysed.

  8. Unlocking the Power of Math Learning: Strategies and Tools for Success

    A 2014 study by the National Council of Teachers of Mathematics found that the use of multiple representations, such as visual aids, graphs, and real-world examples, supports the development of mathematical connections, reasoning, and problem-solving skills. Moreover, the importance of math learning goes beyond solving equations and formulas.

  9. The Problem-solving Classroom

    The Problem-solving Classroom. This article forms part of our Problem-solving Classroom Feature, exploring how to create a space in which mathematical problem solving can flourish. At NRICH, we believe that there are four main aspects to consider: • Highlighting key problem-solving skills. • Examining the teacher's role.

  10. PDF Problem solving in mathematics

    Therefore, high-quality assessment of problem solving in public tests and assessments1 is essential in order to ensure the effective learning and teaching of problem solving throughout primary and secondary education. Although the focus here is on the assessment of problem solving in mathematics, many of the ideas will be directly transferable ...

  11. Problem Solving in Mathematics Education

    Problem solving in mathematics education has been a prominent research field that aims at understanding and relating the processes involved in solving problems to students' development of mathematical knowledge and problem solving competencies. ... though he warns, "attempts to teach problem-formulating skills, of course, need not await a ...

  12. Skills Needed for Mathematical Problem Solving (2)

    Mathematical problem solving is a process depending on many phases. There are four main phases in mathematical problem solving [10]. Understand the problem. Devise a plan. Carry out the plan. Look back. In solving a problem similar, or close, to another problem solved in the past, we will surely follow a linear process as shown in figure 1.

  13. Skills Needed for Mathematical Problem Solving (1)

    The necessary skills for problem solving as well as the methods and strategies to teach or facilitate them are discussed. 1. INTRODUCTION. Mathematical problem solving related to counting and daily transactions of commerce has been present from the earliest days of human experience. Geometry was also widely used in land measurement [1].

  14. Developing problem-solving skills in mathematics: a lesson study

    Purpose. Problem solving is a skill in mathematics which although always relevant has heightened priority due to the changes in the new mathematics GCSE (Department for Education, 2013). It has previously been a skill which is deemed underdeveloped within mathematics and therefore is a theme which teachers are seeking to improve and nurture in ...

  15. Module 1: Problem Solving Strategies

    Step 1: Understanding the problem. We are given in the problem that there are 25 chickens and cows. All together there are 76 feet. Chickens have 2 feet and cows have 4 feet. We are trying to determine how many cows and how many chickens Mr. Jones has on his farm. Step 2: Devise a plan.

  16. A Guide to Problem Solving

    A Guide to Problem Solving. When confronted with a problem, in which the solution is not clear, you need to be a skilled problem-solver to know how to proceed. When you look at STEP problems for the first time, it may seem like this problem-solving skill is out of your reach, but like any skill, you can improve your problem-solving with practice.

  17. PDF Enhancing Students ' Mathematical Problem -Solving Skills ...

    Keywords: problem-solving strategies, visualisation techniques, bar model, mathematical problem-solving skills . INTRODUCTION Problem-solving is an important skill that one must have. Problem-solving in mathematics helps students to experience on how to solve daily life problems by applying their mathematical knowledge and skill. Word problem ...

  18. Using NRICH Tasks to Develop Key Problem-solving Skills

    Pattern spotting. Working backwards. Reasoning logically. Visualising. Conjecturing. The first two in this list are perhaps particularly helpful. As learners progress towards a solution, they may take the mathematics further (stage 3) and two more problem-solving skills become important: Generalising. Proving.

  19. Students' Difficulties in Mathematics Problem-Solving ...

    These skills are divided into three domains; i) knowledge; ii) application and iii) reasoning. This statement showed that, students did not totally acquired mathematics skills needed especially in problem-solving. Many of them are still struggling and this finding should not be taken lightly. It is crucial to get the understanding of this problem.

  20. Mathematics as a Complex Problem-Solving Activity

    Problem-solving in mathematics supports the development of: The ability to think creatively, critically, and logically. The ability to structure and organize. The ability to process information. Enjoyment of an intellectual challenge. The skills to solve problems that help them to investigate and understand the world.

  21. PDF Students' Mathematical Problem-solving Ability Based on Teaching Models

    Furthermore, students learn to apply their mathematical skills with new ways; they develop a deeper understanding of mathematical ideas and feel the experience of being a mathematician through solving-problems (Badger et al., 2012). ... Mathematical problem-solving ability (MPSA) of students can be seen from several dimensions, one of .

  22. Frontiers

    Mathematical problem-solving constitutes an important area of mathematics instruction, and there is a need for research on instructional approaches supporting student learning in this area. This study aims to contribute to previous research by studying the effects of an instructional approach of cooperative learning on students' mathematical problem-solving in heterogeneous classrooms in ...

  23. Students' Errors in Problem-solving Reviewed From the Perspective of

    The relationship between different kinds of students' errors and the knowledge required to solve mathematics word problems. Bolema: Boletim de Educação Matemática, 26(42), 649-665 ... Darhim, & Ikhwanudin, T. (2018). Improving mathematical problem solving skills through visual media. Journal of Physics: Conference Series, 948, 1-8 ...

  24. Skills Needed for Mathematical Problem Solving (7)

    Skills Needed for Mathematical Problem Solving (7) Experience shows that group work is very useful in solving problems in general [12]. When the problem given to students is challenging, students are happy to work in groups. In fact is was shown that cooperative learning and metacognitive activities have positive effects on the students ...

  25. Top 10 Challenges to Teaching Math and Science Using Real Problems

    Teachers perceive lack of time as a big hurdle. In fact, a third of educators—35 percent—worry that teaching math or science through real-world problems—rather than focusing on procedures ...

  26. The 7 Best AI Tools to Help Solve Math Problems

    The Test Questions. Thetawise. WolframAlpha. Julius. Microsoft MathSolver. Symbolab. Claude. ChatGPT-4o. While OpenAI's ChatGPT is one of the most widely known AI tools, there are numerous other ...

  27. Can you solve this school level super easy maths teaser?

    Solving math teasers sharpens problem-solving skills and enhances logical thinking, challenging the brain. These puzzles improve memory and concentration, making it easier to tackle tasks. They ...

  28. AI will make coding skills more, not less, valuable—and it's more

    The power of learning how to code is in the intangible skills of breaking down a problem piece by piece and approaching it in different ways to find a solution. Coding is one of the best mediums ...