Scientific method word problems

This entry was posted on February 24, 2016 by Todd Helmenstine (updated on May 17, 2021)


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Chemistry Word Problem Strategy

Updated on March 10, 2019

Many problems in chemistry and other sciences are presented as word problems. Word problems are as easy to solve as numerical problems once you understand how to approach them.

  1. Before you break out your calculator, read the problem all the way through. Make sure you understand what the question is asking.
  2. Write down all of the information you have been given. Keep in mind, you may be given more facts than you need to use in order to perform the calculation.
  3. Write down the equation or equations you need to use in order to solve the problem.
  4. Before you plug the numbers into the equations, check the units required for the equations. You may need to perform unit conversions before you can apply the equations.
  5. Once you are certain your units are in agreement, plug the numbers into the equation and get your answer.
  6. Ask yourself whether the answer seems reasonable. For example, if you are calculating the mass of a beaker and you end up with an answer in kilograms, you can be pretty certain you made an error in a conversion or calculation.

From Wikipedia, the free encyclopedia

This article is about algorithmic word problems in mathematics and computer science. For other uses, see Word problem.

In computational mathematics, a word problem is the problem of deciding whether two given expressions are equivalent with respect to a set of rewriting identities. A prototypical example is the word problem for groups, but there are many other instances as well. A deep result of computational theory is that answering this question is in many important cases undecidable.[1]

Background and motivation[edit]

In computer algebra one often wishes to encode mathematical expressions using an expression tree. But there are often multiple equivalent expression trees. The question naturally arises of whether there is an algorithm which, given as input two expressions, decides whether they represent the same element. Such an algorithm is called a solution to the word problem. For example, imagine that x,y,z are symbols representing real numbers — then a relevant solution to the word problem would, given the input {displaystyle (xcdot y)/zmathrel {overset {?}{=}} (x/z)cdot y}, produce the output EQUAL, and similarly produce NOT_EQUAL from {displaystyle (xcdot y)/zmathrel {overset {?}{=}} (x/x)cdot y}.

The most direct solution to a word problem takes the form of a normal form theorem and algorithm which maps every element in an equivalence class of expressions to a single encoding known as the normal form — the word problem is then solved by comparing these normal forms via syntactic equality.[1] For example one might decide that {displaystyle xcdot ycdot z^{-1}} is the normal form of {displaystyle (xcdot y)/z}, {displaystyle (x/z)cdot y}, and {displaystyle (y/z)cdot x}, and devise a transformation system to rewrite those expressions to that form, in the process proving that all equivalent expressions will be rewritten to the same normal form.[2] But not all solutions to the word problem use a normal form theorem — there are algebraic properties which indirectly imply the existence of an algorithm.[1]

While the word problem asks whether two terms containing constants are equal, a proper extension of the word problem known as the unification problem asks whether two terms t_{1},t_{2} containing variables have instances that are equal, or in other words whether the equation t_{1}=t_{2} has any solutions. As a common example, {displaystyle 2+3mathrel {overset {?}{=}} 8+(-3)} is a word problem in the integer group ℤ,
while {displaystyle 2+xmathrel {overset {?}{=}} 8+(-x)} is a unification problem in the same group; since the former terms happen to be equal in ℤ, the latter problem has the substitution {xmapsto 3} as a solution.

History[edit]

One of the most deeply studied cases of the word problem is in the theory of semigroups and groups. A timeline of papers relevant to the Novikov-Boone theorem is as follows:[3][4]

  • 1910: Axel Thue poses a general problem of term rewriting on tree-like structures. He states «A solution of this problem in the most general case may perhaps be connected with unsurmountable difficulties».[5][6]
  • 1911: Max Dehn poses the word problem for finitely presented groups.[7]
  • 1912: Dehn presents Dehn’s algorithm, and proves it solves the word problem for the fundamental groups of closed orientable two-dimensional manifolds of genus greater than or equal to 2.[8] Subsequent authors have greatly extended it to a wide range of group-theoretic decision problems.[9][10][11]
  • 1914: Axel Thue poses the word problem for finitely presented semigroups.[12]
  • 1930 – 1938: The Church-Turing thesis emerges, defining formal notions of computability and undecidability.[13]
  • 1947: Emil Post and Andrey Markov Jr. independently construct finitely presented semigroups with unsolvable word problem.[14][15] Post’s construction is built on Turing machines while Markov’s uses Post’s normal systems.[3]
  • 1950: Alan Turing shows the word problem for cancellation semigroups is unsolvable,[16] by furthering Post’s construction. The proof is difficult to follow but marks a turning point in the word problem for groups.[3]: 342 
  • 1955: Pyotr Novikov gives the first published proof that the word problem for groups is unsolvable, using Turing’s cancellation semigroup result.[17][3]: 354  The proof contains a «Principal Lemma» equivalent to Britton’s Lemma.[3]: 355 
  • 1954 – 1957: William Boone independently shows the word problem for groups is unsolvable, using Post’s semigroup construction.[18][19]
  • 1957 – 1958: John Britton gives another proof that the word problem for groups is unsolvable, based on Turing’s cancellation semigroups result and some of Britton’s earlier work.[20] An early version of Britton’s Lemma appears.[3]: 355 
  • 1958 – 1959: Boone publishes a simplified version of his construction.[21][22]
  • 1961: Graham Higman characterises the subgroups of finitely presented groups with Higman’s embedding theorem,[23] connecting recursion theory with group theory in an unexpected way and giving a very different proof of the unsolvability of the word problem.[3]
  • 1961 – 1963: Britton presents a greatly simplified version of Boone’s 1959 proof that the word problem for groups is unsolvable.[24] It uses a group-theoretic approach, in particular Britton’s Lemma. This proof has been used in a graduate course, although more modern and condensed proofs exist.[25]
  • 1977: Gennady Makanin proves that the existential theory of equations over free monoids is solvable.[26]

The word problem for semi-Thue systems[edit]

The accessibility problem for string rewriting systems (semi-Thue systems or semigroups) can be stated as follows: Given a semi-Thue system T:=(Sigma ,R) and two words (strings) u,vin Sigma ^{*}, can u be transformed into v by applying rules from R? Note that the rewriting here is one-way. The word problem is the accessibility problem for symmetric rewrite relations, i.e. Thue systems.[27]

The accessibility and word problems are undecidable, i.e. there is no general algorithm for solving this problem.[28] This even holds if we limit the systems to have finite presentations, i.e. a finite set of symbols and a finite set of relations on those symbols.[27] Even the word problem restricted to ground terms is not decidable for certain finitely presented semigroups.[29][30]

The word problem for groups[edit]

Given a presentation {displaystyle langle Smid {mathcal {R}}rangle } for a group G, the word problem is the algorithmic problem of deciding, given as input two words in S, whether they represent the same element of G. The word problem is one of three algorithmic problems for groups proposed by Max Dehn in 1911. It was shown by Pyotr Novikov in 1955 that there exists a finitely presented group G such that the word problem for G is undecidable.[31]

The word problem in combinatorial calculus and lambda calculus[edit]

One of the earliest proofs that a word problem is undecidable was for combinatory logic: when are two strings of combinators equivalent? Because combinators encode all possible Turing machines, and the equivalence of two Turing machines is undecidable, it follows that the equivalence of two strings of combinators is undecidable. Alonzo Church observed this in 1936.[32]

Likewise, one has essentially the same problem in (untyped) lambda calculus: given two distinct lambda expressions, there is no algorithm which can discern whether they are equivalent or not; equivalence is undecidable. For several typed variants of the lambda calculus, equivalence is decidable by comparison of normal forms.

The word problem for abstract rewriting systems[edit]

Solving the word problem: deciding if x{stackrel {*}{leftrightarrow }}y usually requires heuristic search (red, green), while deciding xdownarrow =ydownarrow is straightforward (grey).

The word problem for an abstract rewriting system (ARS) is quite succinct: given objects x and y are they equivalent under {stackrel {*}{leftrightarrow }}?[29] The word problem for an ARS is undecidable in general. However, there is a computable solution for the word problem in the specific case where every object reduces to a unique normal form in a finite number of steps (i.e. the system is convergent): two objects are equivalent under {stackrel {*}{leftrightarrow }} if and only if they reduce to the same normal form.[33]
The Knuth-Bendix completion algorithm can be used to transform a set of equations into a convergent term rewriting system.

The word problem in universal algebra[edit]

In universal algebra one studies algebraic structures consisting of a generating set A, a collection of operations on A of finite arity, and a finite set of identities that these operations must satisfy. The word problem for an algebra is then to determine, given two expressions (words) involving the generators and operations, whether they represent the same element of the algebra modulo the identities. The word problems for groups and semigroups can be phrased as word problems for algebras.[1]

The word problem on free Heyting algebras is difficult.[34]
The only known results are that the free Heyting algebra on one generator is infinite, and that the free complete Heyting algebra on one generator exists (and has one more element than the free Heyting algebra).

The word problem for free lattices[edit]

Example computation of xz ~ xz∧(xy)

xz∧(xy) ~ xz
by 5. since xz ~ xz
by 1. since xz = xz
 
 
xz ~ xz∧(xy)
by 7. since xz ~ xz and xz ~ xy
by 1. since xz = xz by 6. since xz ~ x
by 5. since x ~ x
by 1. since x = x

The word problem on free lattices and more generally free bounded lattices has a decidable solution. Bounded lattices are algebraic structures with the two binary operations ∨ and ∧ and the two constants (nullary operations) 0 and 1. The set of all well-formed expressions that can be formulated using these operations on elements from a given set of generators X will be called W(X). This set of words contains many expressions that turn out to denote equal values in every lattice. For example, if a is some element of X, then a ∨ 1 = 1 and a ∧ 1 = a. The word problem for free bounded lattices is the problem of determining which of these elements of W(X) denote the same element in the free bounded lattice FX, and hence in every bounded lattice.

The word problem may be resolved as follows. A relation ≤~ on W(X) may be defined inductively by setting w~ v if and only if one of the following holds:

  1.   w = v (this can be restricted to the case where w and v are elements of X),
  2.   w = 0,
  3.   v = 1,
  4.   w = w1w2 and both w1~ v and w2~ v hold,
  5.   w = w1w2 and either w1~ v or w2~ v holds,
  6.   v = v1v2 and either w~ v1 or w~ v2 holds,
  7.   v = v1v2 and both w~ v1 and w~ v2 hold.

This defines a preorder ≤~ on W(X), so an equivalence relation can be defined by w ~ v when w~ v and v~ w. One may then show that the partially ordered quotient set W(X)/~ is the free bounded lattice FX.[35][36] The equivalence classes of W(X)/~ are the sets of all words w and v with w~ v and v~ w. Two well-formed words v and w in W(X) denote the same value in every bounded lattice if and only if w~ v and v~ w; the latter conditions can be effectively decided using the above inductive definition. The table shows an example computation to show that the words xz and xz∧(xy) denote the same value in every bounded lattice. The case of lattices that are not bounded is treated similarly, omitting rules 2 and 3 in the above construction of ≤~.

Example: A term rewriting system to decide the word problem in the free group[edit]

Bläsius and Bürckert
[37]
demonstrate the Knuth–Bendix algorithm on an axiom set for groups.
The algorithm yields a confluent and noetherian term rewrite system that transforms every term into a unique normal form.[38]
The rewrite rules are numbered incontiguous since some rules became redundant and were deleted during the algorithm run.
The equality of two terms follows from the axioms if and only if both terms are transformed into literally the same normal form term. For example, the terms

{displaystyle ((a^{-1}cdot a)cdot (bcdot b^{-1}))^{-1}mathrel {overset {R2}{rightsquigarrow }} (1cdot (bcdot b^{-1}))^{-1}mathrel {overset {R13}{rightsquigarrow }} (1cdot 1)^{-1}mathrel {overset {R1}{rightsquigarrow }} 1^{-1}mathrel {overset {R8}{rightsquigarrow }} 1}, and
{displaystyle bcdot ((acdot b)^{-1}cdot a)mathrel {overset {R17}{rightsquigarrow }} bcdot ((b^{-1}cdot a^{-1})cdot a)mathrel {overset {R3}{rightsquigarrow }} bcdot (b^{-1}cdot (a^{-1}cdot a))mathrel {overset {R2}{rightsquigarrow }} bcdot (b^{-1}cdot 1)mathrel {overset {R11}{rightsquigarrow }} bcdot b^{-1}mathrel {overset {R13}{rightsquigarrow }} 1}

share the same normal form, viz. 1; therefore both terms are equal in every group.
As another example, the term 1cdot (acdot b) and bcdot (1cdot a) has the normal form acdot b and bcdot a, respectively. Since the normal forms are literally different, the original terms cannot be equal in every group. In fact, they are usually different in non-abelian groups.

Group axioms used in Knuth–Bendix completion

A1 1cdot x =x
A2 x^{{-1}}cdot x =1
A3     (xcdot y)cdot z =xcdot (ycdot z)
Term rewrite system obtained from Knuth–Bendix completion

R1 1cdot x {displaystyle rightsquigarrow x}
R2 x^{{-1}}cdot x {displaystyle rightsquigarrow 1}
R3 (xcdot y)cdot z rightsquigarrow xcdot (ycdot z)
R4 {displaystyle x^{-1}cdot (xcdot y)} {displaystyle rightsquigarrow y}
R8 {displaystyle 1^{-1}} {displaystyle rightsquigarrow 1}
R11 {displaystyle xcdot 1} {displaystyle rightsquigarrow x}
R12 {displaystyle (x^{-1})^{-1}} {displaystyle rightsquigarrow x}
R13 {displaystyle xcdot x^{-1}} {displaystyle rightsquigarrow 1}
R14 {displaystyle xcdot (x^{-1}cdot y)} {displaystyle rightsquigarrow y}
R17     {displaystyle (xcdot y)^{-1}} {displaystyle rightsquigarrow y^{-1}cdot x^{-1}}

See also[edit]

  • Conjugacy problem
  • Group isomorphism problem

References[edit]

  1. ^ a b c d Evans, Trevor (1978). «Word problems». Bulletin of the American Mathematical Society. 84 (5): 790. doi:10.1090/S0002-9904-1978-14516-9.
  2. ^ Cohen, Joel S. (2002). Computer algebra and symbolic computation: elementary algorithms. Natick, Mass.: A K Peters. pp. 90–92. ISBN 1568811586.
  3. ^ a b c d e f g Miller, Charles F. (2014). Downey, Rod (ed.). «Turing machines to word problems» (PDF). Turing’s Legacy: 330. doi:10.1017/CBO9781107338579.010. hdl:11343/51723. ISBN 9781107338579. Retrieved 6 December 2021.
  4. ^ Stillwell, John (1982). «The word problem and the isomorphism problem for groups». Bulletin of the American Mathematical Society. 6 (1): 33–56. doi:10.1090/S0273-0979-1982-14963-1.
  5. ^ Müller-Stach, Stefan (12 September 2021). «Max Dehn, Axel Thue, and the Undecidable». p. 13. arXiv:1703.09750 [math.HO].
  6. ^ Steinby, Magnus; Thomas, Wolfgang (2000). «Trees and term rewriting in 1910: on a paper by Axel Thue». Bulletin of the European Association for Theoretical Computer Science. 72: 256–269. CiteSeerX 10.1.1.32.8993. MR 1798015.
  7. ^ Dehn, Max (1911). «Über unendliche diskontinuierliche Gruppen». Mathematische Annalen. 71 (1): 116–144. doi:10.1007/BF01456932. ISSN 0025-5831. MR 1511645. S2CID 123478582.
  8. ^ Dehn, Max (1912). «Transformation der Kurven auf zweiseitigen Flächen». Mathematische Annalen. 72 (3): 413–421. doi:10.1007/BF01456725. ISSN 0025-5831. MR 1511705. S2CID 122988176.
  9. ^ Greendlinger, Martin (June 1959). «Dehn’s algorithm for the word problem». Communications on Pure and Applied Mathematics. 13 (1): 67–83. doi:10.1002/cpa.3160130108.
  10. ^ Lyndon, Roger C. (September 1966). «On Dehn’s algorithm». Mathematische Annalen. 166 (3): 208–228. doi:10.1007/BF01361168. hdl:2027.42/46211. S2CID 36469569.
  11. ^ Schupp, Paul E. (June 1968). «On Dehn’s algorithm and the conjugacy problem». Mathematische Annalen. 178 (2): 119–130. doi:10.1007/BF01350654. S2CID 120429853.
  12. ^ Power, James F. (27 August 2013). «Thue’s 1914 paper: a translation». arXiv:1308.5858 [cs.FL].
  13. ^ See History of the Church–Turing thesis. The dates are based on On Formally Undecidable Propositions of Principia Mathematica and Related Systems and Systems of Logic Based on Ordinals.
  14. ^ Post, Emil L. (March 1947). «Recursive Unsolvability of a problem of Thue» (PDF). Journal of Symbolic Logic. 12 (1): 1–11. doi:10.2307/2267170. JSTOR 2267170. S2CID 30320278. Retrieved 6 December 2021.
  15. ^ Mostowski, Andrzej (September 1951). «A. Markov. Névožmoinost’ nékotoryh algoritmov v téorii associativnyh sistém (Impossibility of certain algorithms in the theory of associative systems). Doklady Akadémii Nauk SSSR, vol. 77 (1951), pp. 19–20». Journal of Symbolic Logic. 16 (3): 215. doi:10.2307/2266407. JSTOR 2266407.
  16. ^ Turing, A. M. (September 1950). «The Word Problem in Semi-Groups With Cancellation». The Annals of Mathematics. 52 (2): 491–505. doi:10.2307/1969481. JSTOR 1969481.
  17. ^ Novikov, P. S. (1955). «On the algorithmic unsolvability of the word problem in group theory». Proceedings of the Steklov Institute of Mathematics (in Russian). 44: 1–143. Zbl 0068.01301.
  18. ^ Boone, William W. (1954). «Certain Simple, Unsolvable Problems of Group Theory. I». Indagationes Mathematicae (Proceedings). 57: 231–237. doi:10.1016/S1385-7258(54)50033-8.
  19. ^ Boone, William W. (1957). «Certain Simple, Unsolvable Problems of Group Theory. VI». Indagationes Mathematicae (Proceedings). 60: 227–232. doi:10.1016/S1385-7258(57)50030-9.
  20. ^ Britton, J. L. (October 1958). «The Word Problem for Groups». Proceedings of the London Mathematical Society. s3-8 (4): 493–506. doi:10.1112/plms/s3-8.4.493.
  21. ^ Boone, William W. (1958). «The word problem» (PDF). Proceedings of the National Academy of Sciences. 44 (10): 1061–1065. Bibcode:1958PNAS…44.1061B. doi:10.1073/pnas.44.10.1061. PMC 528693. PMID 16590307. Zbl 0086.24701.
  22. ^ Boone, William W. (September 1959). «The Word Problem». The Annals of Mathematics. 70 (2): 207–265. doi:10.2307/1970103. JSTOR 1970103.
  23. ^ Higman, G. (8 August 1961). «Subgroups of finitely presented groups». Proceedings of the Royal Society of London. Series A. Mathematical and Physical Sciences. 262 (1311): 455–475. Bibcode:1961RSPSA.262..455H. doi:10.1098/rspa.1961.0132. S2CID 120100270.
  24. ^ Britton, John L. (January 1963). «The Word Problem». The Annals of Mathematics. 77 (1): 16–32. doi:10.2307/1970200. JSTOR 1970200.
  25. ^ Simpson, Stephen G. (18 May 2005). «A Slick Proof of the Unsolvability of the Word Problem for Finitely Presented Groups» (PDF). Retrieved 6 December 2021.
  26. ^ «Subgroups of finitely presented groups». Mathematics of the USSR-Sbornik. 103 (145): 147–236. 13 February 1977. doi:10.1070/SM1977v032n02ABEH002376.
  27. ^ a b Matiyasevich, Yuri; Sénizergues, Géraud (January 2005). «Decision problems for semi-Thue systems with a few rules». Theoretical Computer Science. 330 (1): 145–169. doi:10.1016/j.tcs.2004.09.016.
  28. ^ Davis, Martin (1978). «What is a Computation?» (PDF). Mathematics Today Twelve Informal Essays: 257–259. doi:10.1007/978-1-4613-9435-8_10. ISBN 978-1-4613-9437-2. Retrieved 5 December 2021.
  29. ^ a b Baader, Franz; Nipkow, Tobias (5 August 1999). Term Rewriting and All That. Cambridge University Press. pp. 59–60. ISBN 978-0-521-77920-3.
  30. ^
    • Matiyasevich, Yu. V. (1967). «Простые примеры неразрешимых ассоциативных исчислений» [Simple examples of undecidable associative calculi]. Doklady Akademii Nauk SSSR (in Russian). 173 (6): 1264–1266. ISSN 0869-5652.
    • Matiyasevich, Yu. V. (1967). «Simple examples of undecidable associative calculi». Soviet Mathematics. 8 (2): 555–557. ISSN 0197-6788.

  31. ^ Novikov, P. S. (1955). «On the algorithmic unsolvability of the word problem in group theory». Trudy Mat. Inst. Steklov (in Russian). 44: 1–143.
  32. ^ Statman, Rick (2000). «On the Word Problem for Combinators». Rewriting Techniques and Applications. Lecture Notes in Computer Science. 1833: 203–213. doi:10.1007/10721975_14. ISBN 978-3-540-67778-9.
  33. ^ Beke, Tibor (May 2011). «Categorification, term rewriting and the Knuth–Bendix procedure». Journal of Pure and Applied Algebra. 215 (5): 730. doi:10.1016/j.jpaa.2010.06.019.
  34. ^ Peter T. Johnstone, Stone Spaces, (1982) Cambridge University Press, Cambridge, ISBN 0-521-23893-5. (See chapter 1, paragraph 4.11)
  35. ^ Whitman, Philip M. (January 1941). «Free Lattices». The Annals of Mathematics. 42 (1): 325–329. doi:10.2307/1969001. JSTOR 1969001.
  36. ^ Whitman, Philip M. (1942). «Free Lattices II». Annals of Mathematics. 43 (1): 104–115. doi:10.2307/1968883. JSTOR 1968883.
  37. ^ K. H. Bläsius and H.-J. Bürckert, ed. (1992). Deduktionsssysteme. Oldenbourg. p. 291.; here: p.126, 134
  38. ^ Apply rules in any order to a term, as long as possible; the result doesn’t depend on the order; it is the term’s normal form.

Introduction

In the last decades, mathematical word problem solving has gained much attention from both researchers and educational practitioners (Campbell, 1992; Hegarty et al., 1995; Hajer, 1996; Depaepe et al., 2010; Hickendorff, 2011, 2013; Moreno et al., 2011; Boonen et al., 2013; Swanson et al., 2013). Mathematical word problems refer to mathematical exercises that present relevant information on a problem as text, rather than in the form of mathematical notation (Rasmussen and King, 2000; Timmermans et al., 2007). Hence, effectively solving a mathematical word problem is assumed to depend not only on students’ ability to perform the required mathematical operations, but also on the extent to which they are able to accurately understand the text of the word problem (Lewis and Mayer, 1987; Hegarty et al., 1995; Van der Schoot et al., 2009; Jitendra and Star, 2012). Both of these aspects are related in such a way that developing a deeper understanding of the text of the word problem serves as a crucial step before the correct mathematical computations can be performed. Hence, a key challenge for word problem solvers is to get an adequate understanding of the problem statement (Lee et al., 2009; Thevenot, 2010; Boonen et al., 2013).

Two individual skills are relevant in this regard. First, an important factor contributing to a deeper understanding of the text of the word problem is the ability to construct a rich and coherent mental representation containing all (the relations between the) solution-relevant elements that are derived from the text base of the word problem (De Corte et al., 1985; Hegarty et al., 1995; Pape, 2003). That is, word problem solvers have to use a problem-model strategy in which they translate the problem statement into a qualitative mental representation of the problem situation hidden in the text (Pape, 2003; Van der Schoot et al., 2009). This mental representation subsequently allows them to make a solution plan and execute the required mathematical operations. Although successful word problem solvers appear to employ such a problem-model strategy by drawing on their mental representation skills, less successful problem solvers often adopt an impulsive, superficial direct translation strategy, in which they only focus on selecting the presented numbers that, in turn, form the basis for their mathematical calculations (Verschaffel et al., 1992; Hegarty et al., 1995).

The second important individual skill in word problem solving success substantiated by research evidence is the influence of a student’s reading comprehension abilities (Pape, 2003; Van der Schoot et al., 2009; Boonen et al., 2013). It has been suggested that reading comprehension abilities are especially helpful in dealing with semantic-linguistic word problem characteristics such as the sequence of the known elements in the text of the word problem, the degree to which the semantic relations between the given and unknown quantities of the problem are made explicit, and the relevance of the information in the text of the word problem (De Corte et al., 1985, 1990; Verschaffel et al., 1992; Marzocchi et al., 2002).

Moreover, reading comprehension skills appear to be more important in overcoming such textual complexities than being able to use one’s mental representation skills (De Corte et al., 1985, 1990). This might explain why the use of a problem-model strategy is not sufficient in all circumstances. That is, word problems containing semantically complex features require both accurate mental representation skills and reading comprehension skills, whereas for word problems with a lower semantic-linguistic complexity, well-developed mental representational skills might be sufficient.

These findings suggest that, to teach students how to effectively solve mathematical word problems, mental representation skills and reading comprehension skills should both be part of the mathematics education program. Particularly, paying attention to semantic-linguistic features of word problems is relevant to help students improve their word problem solving success, as word problems become semantically more complex as students progress in their educational career, for example, when they make the transition to secondary education. Word problems offered in secondary school subjects like geometry, physics and biology, include more verbal information and generally contain more complex semantic-linguistic text features (Silver and Cai, 1996; Helwig et al., 1999).

The Netherlands, like many other countries, currently places great emphasis on the teaching of word problem solving in contemporary mathematics education (Ruijssenaars et al., 2004; Elia et al., 2009). The teaching of mathematics in the Netherlands takes place within the context of a domain-specific instructional approach, called Realistic Mathematics Education (RME, Van den Heuvel-Panhuizen, 2003), where the process of mathematical word problem solving plays an important role (Van den Boer, 2003; Barnes, 2005; Prenger, 2005; Van den Heuvel-Panhuizen, 2005; Hickendorff, 2011). Studies investigating the educational practice of RME show that the teaching of mental representation skills receives much attention in word problem solving instruction (Van den Heuvel-Panhuizen, 2003; Van Dijk et al., 2003; Elia et al., 2009). However, reading comprehension skills enabling students to become sensitive to semantic-linguistic complexities in a word problem appear to be trained fewer and less explicitly in the instructional practice of RME, in spite of its proven importance in previous studies (e.g., De Corte et al., 1985, 1990; Hegarty et al., 1992). This is presumably because teachers may underestimate or are not aware of the importance of reading comprehension skills for solving word problems (Hajer, 1996; Van Eerde, 2009). Thus, the current approach to teaching word problem solving appears to emphasize the development of mental representation skills, but seems to pay less attention to the role of reading comprehension skills. In this respect, the way in which word problem solving is taught in the RME curriculum does not seem to be aligned with what is currently known from research about the factors involved in effective word problem solving.

Based on the above analysis of the RME curriculum it seems legitimate to assume that students attending such a curriculum may be at a disadvantage when semantic-linguistic characteristics of a word problem have to be taken into account. That is, students from an RME curriculum are likely to experience difficulties when ask to solve mathematical word problems with a high semantic-linguistic complexity. To test this assumption, we compared students’ performance on word problems obtained while following the RME curriculum to their performances on an independent word problem solving task. First, we classified students as successful or less successful word problem solvers with the help of a mathematics test that is part of the RME curriculum, viz., the CITO Mathematics test. This test can be considered a method-specific (i.e., RME-specific) mathematics test of students’ word problem solving performance, as it builds upon the currently used instructional method for word problem solving. Hence, this test reflects the skills that students learn in the RME classroom, in order to solve word problems (Doorman et al., 2007; Hickendorff, 2011). Second, we examined students’ performance on an independent word problem solving test, which contained either word problems that they could solve by only using their mental representation skills, or word problems that required them to also rely on their reading comprehension skills for handling semantic-linguistic complexities in the word problems. This procedure provides an advantage over prior studies of, among others, Hegarty et al. (1995), Pape (2003), and Van der Schoot et al. (2009), which typically used the main dependent variable of the study (i.e., problem solving success) as an outcome measure as well as a means to classify students into successful and less successful word problem solvers. The classification used in the present study, on the other hand, is based on an external, well-established measure of mathematical word problem solving, which is independent of the main dependent variable of the study (i.e., word problem solving success). This allowed us to make more meaningful group comparisons.

As previously mentioned, a key aspect that differentiates successful from less successful word problem solvers concerns their ability to construct an accurate mental representation of the problem text. Previous studies have shown that asking students to solve compare problems, especially inconsistent compare problems (see Example 1), is a suitable method for investigating whether or not they have effectively constructed an accurate mental representation of the problem statement (e.g., Pape, 2003; Van der Schoot et al., 2009).

[Example 1 – inconsistent word problem]

At the grocery store, a bottle of olive oil costs 7 euro.

That is 2 euro more than at the supermarket.

If you need to buy seven bottles of olive oil, how much will it cost at the supermarket?

[Example 2 – consistent word problem]

At the grocery store, a bottle of olive oil costs 7 euro.

At the supermarket, a bottle of olive oil costs 2 euro more than at the grocery store.

If you need to buy 7 bottles of olive oil, how much will you pay at the supermarket?

In inconsistent word problems like the one presented in Example 1, the translation process requires the identification of the pronominal reference ‘that is’ as the indicator of the relation between the value of the first variable (‘the price of a bottle of olive oil at the grocery store’) to the second (‘the price of a bottle of olive oil at the supermarket’). This identification is necessary to become cognizant of the fact that, in an inconsistent compare problem, the relational term ‘more than’ refers to a subtraction operation rather than to an addition operation. So, inconsistent word problems create greater cognitive complexity than consistent word problems (see Example 2), requiring students to ignore the well-established association between more with increases and addition, and less with decreases and subtraction (Schumacher and Fuchs, 2012). Empirical evidence corroborates this interpretation by showing that word problem solvers make more (reversal) errors on inconsistent than on consistent word problems (i.e., consistency effect, Lewis and Mayer, 1987; Pape, 2003; Van der Schoot et al., 2009). Especially students who fail to build an accurate mental representation of the problem statement, and thus immediately start calculating with the given numbers and relational term, seem to be less successful on inconsistent word problems (Hegarty et al., 1995).

In the present study, we expected neither successful nor less successful problem solvers to experience difficulties with solving consistent compare word problems. However, we did assume that successful word problem solvers in the RME curriculum would experience less difficulties with correctly solving inconsistent compare problems as a result of their reliance on mental representation skills (acquired during word problem solving instruction in RME), than less successful problem solvers who employ a more superficial problem solving approach (Verschaffel et al., 1992; Van der Schoot et al., 2009).

It is important to keep in mind that this only holds for consistent and inconsistent compare problems with a low semantic complexity; that is, problems that only tap into students’ ability to construct an accurate mental representation. If the semantic complexity of compare problems increases, we expected that even students classified as successful word problem solvers (according to our classification based on the RME instruction) may come to experience difficulties with correctly solving inconsistent compare problems. In this case, correctly solving a word problem requires students to use both mental representational skills and reading comprehension skills, while word problem solving instruction in RME (presumably) has provided students only with considerable training in the first of these two skills.

A relatively well-studied and accepted way to increase the semantic complexity of (inconsistent) compare problems is to manipulate the relational term (Lewis and Mayer, 1987; Van der Schoot et al., 2009). According to the lexical marking principle (Clark, 1969), it is more difficult to process marked relations terms (such as ‘less’ in the antonym pair ‘more-less,’ ‘narrow’ in ‘wide-narrow’ or ‘short’ in ‘tall-short’) than unmarked relational terms (e.g., more, wide, tall). Consistent with this, research has shown that students find it easier to convert the unmarked relational term ‘more than’ into a subtraction operation than the marked relational term ‘less than’ into an addition operation (Clark, 1969; Lewis and Mayer, 1987; Kintsch, 1998; Pape, 2003; Van der Schoot et al., 2009). In the present study, we therefore refer to word problems containing a marked relational term (‘more than’) as semantically more complex word problems, whereas word problems with an unmarked relational term (‘less than’) are referred to as semantically less complex word problems (see Examples 3 and 4 for examples of marked and unmarked word problems respectively). Importantly, the difficulties experienced with solving marked inconsistent word problems lie in the fact that these problems draw on students’ use of their mental representation skills as well as on their reading comprehension skills. Accordingly, the influence of reading comprehension skills on word problem solving can only be studied for students who mentally represent the problem statement accurately, that is, the group of successful problem solvers in our study. So, although our group of successful word problem solvers may draw upon their mental representation skills, the insufficient attention to reading comprehension skills in the educational practice of RME is likely to cause them to experience difficulties with correctly solving (semantically complex) marked inconsistent word problems.

[Example 3 – marked word problem]

At the grocery store, a bottle of olive oil costs 7 euro.

At the supermarket, a bottle of olive oil costs 2 euro less than at the grocery store.

If you need to buy seven bottles of olive oil, how much will you pay at the supermarket?

[Example 4 – unmarked word problem]

At the grocery store, a bottle of olive oil costs 7 euro.

That is 2 euro less than at the supermarket.

If you need to buy seven bottles of olive oil, how much will it cost at the supermarket?

According to several researchers, the extent to which successful word problem solvers might be able to overcome difficulties with correctly solving marked inconsistent word problems is related to their reading comprehension skills (e.g., Lee et al., 2004; Van der Schoot et al., 2009). Translating a marked relational term like ‘less than’ into an addition operation is found to be closely associated with general measures of reading comprehension (Lee et al., 2004; Van der Schoot et al., 2009). This suggests that reading comprehension skills, together with mental representation skills, might be necessary to deal with semantically complex word problems. The present study therefore also takes into account students’ general reading comprehension ability.

In sum, the present study aimed to test the following hypotheses:

1. We hypothesized that, as a result of difficulties with constructing a coherent mental representation of word problems, less successful word problem solvers in the RME curriculum would make more errors on both unmarked and marked inconsistent word problems than on unmarked and marked consistent word problems.

2. We hypothesized that, as a result of paying insufficient attention to reading comprehension skills in the teaching of word problem solving, successful word problem solvers in the RME curriculum would experience difficulties with solving semantically complex, marked inconsistent word problems, but not with solving semantically less complex, unmarked, inconsistent word problems.

3. We hypothesized that, as a result of the alleged relation between reading comprehension ability and the ability to overcome the semantic-linguistic complexities of a word problem, a positive relation for successful problem solvers exists between reading comprehension ability and the number of correctly solved marked inconsistent word problems.

Materials and Methods

Selection of Participants

Data from 80 Dutch sixth-grade students (42 boys, 38 girls) from eight elementary schools in the Netherlands were collected. These students had a mean age of 11.72 years (SD = 0.40). They were almost equally divided in two groups (by means of the median split method) on the basis of their score on the CITO (Institute for Educational Measurement) Mathematics test (2008). This selection procedure resulted in a group of less successful word problem solvers (N = 41) and a group of successful word problems solvers (N = 39). The CITO Mathematics test is a nationwide standardized test that reflects the way in which word problem solving is instructed in Realistic Mathematics Education. The test contains elements like mental arithmetic (addition, subtraction, multiplication, and division), complex applications (problems involving multiple operations) and measurement and geometry (knowledge of measurement situations), all of which are offered as mathematical word problems. The internal consistency of this test was high (Cronbach’s α = 0.95, Janssen et al., 2010).

Parents provided written informed consent based on printed information about the purpose of the study. This study was carried out in accordance with the ethical procedures of the Vrije Universiteit Amsterdam.

Instruments and Procedure

The two measurement instruments that were used in this study were administrated to the students by three trained independent research assistants in a session of approximately 45 min.

Inconsistency Task

The inconsistency task contained eight two-step compare problems (see Appendix in Supplementary Material) that were selected from the study of Hegarty et al. (1992) and were translated into Dutch. All of the word problems consisted of three sentences. The first sentence of each compare problem was an assignment statement expressing the value of the first variable, namely the price of a product at a well-known Dutch store or supermarket (e.g., At Aldi a bottle of wine costs 4 euro). The second sentence contained a relational statement, expressing the value of the second variable (i.e., the price of this product at another store or supermarket) in relation to the first (e.g., At Boni, a bottle of wine costs 3 euro more than at Aldi). In the third sentence, the problem solver was asked to find a multiple of the value of the second variable (e.g., If you need to buy three bottles of wine, how much will you pay at Boni?). The answer to these compare problems always involved first computing the value of the second variable (e.g., 4 + 3 = 7), and then multiplying this solution by the quantity given in the third sentence (e.g., 7 times 3 = 21).

The eight compare problems were separated in four different word problem types (see Appendix in Supplementary Material) by crossing the following two within-subject factors: Consistency (consistent vs. inconsistent) and Markedness (unmarked vs. marked). Consistency referred to whether the relational term in the second sentence was consistent or inconsistent with the required arithmetic operation. A consistent sentence explicitly expressed the value of the second variable (e.g., At Boni a bottle of wine costs 3 euro [more/less] than at Aldi) introduced in the prior sentence (e.g., At Aldi a bottle of wine costs 4 euro). An inconsistent sentence related the value of the second variable to the first by using a pronominal reference (e.g., That is 3 euro [more/less] than at Aldi). Consequently, the relational term in a consistent compare problem primed the appropriate arithmetic operation (‘more than’ when the required operation is addition, and ‘less than’ when the required operation is subtraction). The relational term in an inconsistent compare problem primed the inappropriate arithmetic operation (‘more than’ when the required operation is subtraction, and ‘less than’ when the required operation is addition). Markedness referred to whether the relational term was a marked (i.e., less than) or an unmarked (i.e., more than) member of the antonym pair ‘more-less.’ As mentioned earlier, markedness was used to manipulate the semantic complexity of the relational term. A marked relational term (i.e., less than) is semantically more complex than an unmarked relational term (i.e., more than). Hence, marked and unmarked word problems were considered as semantically more complex and semantically less complex word problems respectively.

The stimuli were arranged in four material sets. Each participant was presented with eight word problems, two from each word problem type. The order in which the word problems were presented in each set was pseudorandomized. Each set was presented to 20 participants. Across sets and across participants, each word problem occurred equally often in the unmarked/consistent, marked/consistent, unmarked/inconsistent and marked/ inconsistent version to ensure full combination of conditions and materials. Across word problems, we controlled for the difficulty of the required calculations, and for the number of letters in the names of the variables (i.e., stores) and products. To ensure that the execution of the required arithmetic operations would not be a determining factor in students’ word problem solving performance, the operations were selected on the basis of the following rules: (1) the answers to the first step of the operation were below 10; (2) the final answers were between 14 and 40; (3) none of the first steps or final answers contained a fraction of a number or negative number; (4) no numerical value occurred twice in the same problem; and (5) none of the (possible) answers were 1. The numerical values used in consistent and inconsistent problems of each word problem type were matched for magnitude (see Van der Schoot et al., 2009).

For the analyses, we looked at students’ accuracy (i.e., the amount of correct answers) on each of the four word problem types: (1) unmarked/consistent; (2) marked/consistent; (3) unmarked/inconsistent; and (4) marked/inconsistent. The internal consistency of this measure in the present study was high (Cronbach’s α = 0.90).

Reading Comprehension

The (Grade 6 version of the) normed standardized CITO (Institute for Educational Measurement) Test for Reading Comprehension (2010) of the Dutch National Institute for Educational Measurement was used to assess children’s reading comprehension level. This test is part of the standard Dutch CITO pupil monitoring system and is designed to determine general reading comprehension level in elementary school children. This test consists of two modules, each involving a text and 25 multiple choice questions. The questions pertained to the word, sentence or text level, and tapped both the text base and situational representation that the reader constructed from the text (Kintsch, 1998). On this test, children’s reading comprehension level is expressed by a reading proficiency score, which, in this study, ranged from 15 to 95 (M = 40.51, SD = 13.94). The internal consistency of this test was high with a Cronbach’s alpha of 0.89 (Weekers et al., 2011).

Data Analysis

A 2 × 2 × 2 analysis of variance (ANOVA) was conducted with Consistency (consistent vs. inconsistent) and Markedness (unmarked vs. marked) as within-subject factors and Group (less successful vs. successful word problem solvers) as the between-subject factor. Follow-up tests were performed using paired sample t-tests. The partial eta-squared (ηp2) was calculated as a measure of effect size (Pierce et al., 2004). According to Pierce et al. (2004), values of 0.02, 0.13, and 0.26 represent small, medium, and large effect sizes respectively.

In the present study, the role of reading comprehension in the four word problem types was examined by calculating the product-moment correlations (Pearson’s r) between reading comprehension and the difference score between the unmarked inconsistent and consistent word problem types, and the correlation between reading comprehension and the difference score between the marked inconsistent and consistent word problem types. These difference scores reflect the differences in performance between the consistent and inconsistent word problem types, and can be taken as a measure of the extent to which students are able to construct a mental representation of the described problem situation. The lower the difference score, the less word problem solvers suffer from the inconsistency. The correlations were first calculated for the less successful and successful word problem solvers together, and then, to test the third hypothesis, for each of these groups separately.

Our approach deviates from, but provides an important advantage over, the study by Van der Schoot et al. (2009), who added reading comprehension as a covariate in the repeated measures ANOVA. That is, the results obtained by Van der Schoot et al. (2009) could provide only limited insight into the exact locus of the covariate’s effect, as it was not known which group (less successful or successful word problem solvers) or in which word problem type (consistent unmarked/marked or inconsistent unmarked/marked) reading comprehension played a role. Moreover, it turns out that the repeated measures ANCOVA does change the main effects of the repeated measures compared to assessing the main effects via a simple repeated measures ANOVA (see Thomas et al., 2009). So, the approach used in the present study enabled us to obtain more specific insight into the precise role of reading comprehension in word problem solving. In all analyses an alpha of 0.05 was used to test the significance of the results.

Results

The overall means (M) and standard deviations (SD) for the main factors in this study, as well as their intercorrelations, are displayed in Table 1. As can be seen, there was a significant main effect of Consistency [F(1,78) = 23.84, p = 0.00, ηp2 = 0.23], indicating that consistent word problems were completed more accurately than inconsistent word problems (i.e., consistency effect). There was no significant main effect of Markedness [F(1,78) = 2.64, p = 0.11], suggesting that overall not more errors were made on marked than on unmarked word problems. The main effect of Group was also not significant [(1,78) = 1.15, p = 0.29)], indicating that overall successful problem solvers did not show a higher problem solving performance than less successful problem solvers.

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TABLE 1. Overall means, standard deviations, and correlations of the main variables.

Regarding the interacting effects between Consistency and Markedness, the analysis revealed a significant interaction [F(1,78) = 7.64, p = 0.01, ηp2 = 0.09] showing that overall the consistency effect was present for marked word problems but absent for unmarked word problems. Of more interest, in light of our hypotheses, is that, as expected, the Consistency × Markedness interaction differed for less successful and successful word problem solvers. This was evidenced by a significant three-way interaction between Consistency, Markedness, and Group [F(1,78) = 4.32, p = 0.03, ηp2 = 0.05]. In Figure 1, word problem solving performance is presented as a function of consistency (consistent vs. inconsistent) and markedness (marked vs. unmarked) for less successful problem solvers (Figure 1A), and for successful problem solvers (Figure 1B), respectively.

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FIGURE 1. Performance on the four types of word problems for the less successful (A) and successful problem solvers (B).

As shown in Figure 1A, the main effect of Consistency [F(1,38) = 8.16, p = 0.01, ηp2 = 0.18] indicates that less successful word problem solvers showed the consistency effect. Given the non-significant Consistency × Markedness interaction [F(1,38) = 0.25, p = 0.62], the consistency effect was present for both marked and unmarked word problems. No significant main effect of Markedness was found [F(1,38) = 0.12, p = 0.74]. So, less successful word problem solvers performed significantly lower on both the unmarked and marked inconsistent word problem types, compared to the consistent unmarked and marked word problem types [t(38) = 1.86, p = 0.04; t(38) = 2.57, p = 0.01 respectively].

As can be seen in Figure 1B, the group of successful problem solvers resembled the less successful problem solvers in that there was a main effect of Consistency [F(1,40) = 16.29, p = 0.00, ηp2 = 0.29], but no significant main effect of Markedness [F(1,40) = 0.27, p = 0.61]. However, in contrast to the group of less successful problem solvers, the consistency effect in the group of successful problem solvers was present for marked but absent for unmarked word problems [Consistency × Markedness interaction: F(1,40) = 17.44, p = 0.00, ηp2 = 0.30]. This indicates that successful word problem solvers performed significantly lower on marked inconsistent compared to marked consistent word problems [t(40) = 5.07, p = 0.00], whereas performance on unmarked consistent and unmarked inconsistent word problem types did not differ significantly [t(40) = 1.52, p = 0.13].

In sum, these findings show that less successful word problem solvers demonstrated the consistency effect on both semantic-linguistically simple (i.e., unmarked) and complex (i.e., marked) word problems, whereas successful word problem solvers only demonstrated the consistency effect when the word problem text contained complex semantic-linguistic features (i.e., marked).

Regarding the role of reading comprehension skills in word problem solving the following findings were obtained. Overall, there was a significant correlation between reading comprehension and mathematics scores obtained from the curriculum-specific RME test (r = 0.59, p = 0.00). This suggests that students with higher reading comprehension scores also showed higher scores on the RME mathematics test. To obtain more detailed insight into the role of reading comprehension skills in solving marked and unmarked word problems, reading comprehension scores were correlated with the difference scores (inconsistent – consistent) computed for the marked and unmarked word problem types. Results showed that reading comprehension was significantly correlated with the difference score for unmarked word problems (r = 0.19, p = 0.04) and had a marginally significant correlation with the difference score for marked word problems (r = 0.17, p = 0.06). This suggests that overall reading comprehension abilities are relevant to solving both marked and unmarked word problems.

When looking at the successful and less successful problem solvers separately, the results showed, similar to the overall findings, that reading comprehension was significantly correlated with the scores on the RME-specific mathematics test for both successful (r = 0.48, p = 0.00) and less successful problem solvers (r = 0.64, p = 0.00). So, for successful and less successful problem solvers higher reading comprehension abilities were associated with higher RME mathematics scores. Furthermore, successful word problem solvers (M = 46.42, SD = 2.66) scored significantly higher on the standardized reading comprehension test than less successful word problem solvers (M = 35.02, SD = 1.27) [t(53.32) = 3.87, p = 0.00].

More specific analyses focusing on the hypothesized relation between reading comprehension skills and solving marked inconsistent word problems revealed the following pattern of findings. In line with our expectations, the results of the correlational analyses between reading comprehension and the difference scores for marked and unmarked word problems showed that only in the group of successful word problem solvers the difference score for the marked word problem type was significantly related to reading comprehension (r = -0.40, p = 0.01). Importantly, reading comprehension was not correlated with the successful word problem solvers’ difference scores for unmarked word problems (r = -0.27, p = 0.10). Furthermore, in the group of less successful word problem solvers, reading comprehension was also not correlated with the difference scores computed for either unmarked (r = -0.04, p = 0.76) or marked word problems (r = -0.04, p = 0.83).

So, only in the group of successful word problem solvers, a higher reading comprehension score was associated with a smaller difference score. That is, the vulnerability for the consistency effect on marked word problems was lower for students who have higher reading comprehension abilities. This suggests that students with higher reading comprehension abilities appear to suffer less from being primed to an inconsistent arithmetic operation (i.e., being directed toward a subtraction operation by ‘less than’ while addition is required) in solving marked inconsistent word problems.

Discussion

This study was motivated by the observation that contemporary RME primarily teaches students to use their mental representation skills, and focuses much less on using reading comprehension skills, to solve mathematical word problems. Against this background, we set out to investigate the assumption that students from an RME curriculum experience difficulties when having to solve mathematical word problems that are semantic-linguistically complex. We therefore designed a study in which we not only manipulated the extent to which mental representation skills were required, but also varied the semantic complexity of the word problems by using a marked (i.e., high semantic complexity) or unmarked (i.e., low semantic complexity) relational term in the word problem text. Moreover, we classified students as successful and less successful word problem solvers on the basis of their performance on an independent and well-established RME-specific mathematics test.

Using this classification procedure, it was hypothesized that less successful word problem solvers would experience difficulties with correctly solving inconsistent word problems irrespective of their semantic complexity (Hypothesis 1). This hypothesis was confirmed by our analyses, which showed that less successful word problem solvers performed poorly on both marked and unmarked inconsistent word problems. Successful word problem solvers, on the other hand, were able to effectively solve inconsistent word problems that had a low semantic complexity. So, these findings show that the RME-based classification in successful and less successful problem solvers was also reflected in our experimental word problem solving task.

However, on semantically complex word problems even the successful problem solvers experienced difficulties, as indicated by the large number of errors they made on marked inconsistent word problems (Hypothesis 2). More concretely, successful word problem solvers found it more difficult to translate a marked relational term (‘less than’) into an addition operation, than to translate an unmarked relational term (‘more than’) into a subtraction operation.

These findings once again support prior observations that (subtle) semantic-linguistic elements of a word problem, more specifically the marked relational term, influence word problem solving success (Clark, 1969; Lewis and Mayer, 1987; Kintsch, 1998; Pape, 2003; Van der Schoot et al., 2009). Moreover, they are in line with empirical work consistently reporting processing problems with marked terms, which are suggested to be caused by the semantic representation of negative poles of antonym pairs (e.g., more than vs. less than) like ‘less than’ being more fixed and complex, and therefore less likely to be reversed, than that of the positive poles like ‘more than’ (e.g., Lewis and Mayer, 1987; for a detailed explanation of the underlying mechanism, see, e.g., Clark, 1969). For example, earlier studies have shown that students are less able to recall marked terms accurately in memory tasks (Clark and Card, 1969), have slower naming responses for marked terms in naming tasks (Schriefers, 1990), have slower solution times for problems with marked adjectives in reasoning problems (French, 1979), and, the finding replicated in this study, experience problems with reversing a marked inconsistent word problem (e.g., Pape, 2003; Van der Schoot et al., 2009).

Importantly, our results reveal the interesting situation that students classified as successful word problem solvers in an RME curriculum are unsuccessful in solving semantically complex (inconsistent) word problems. The fact that successful problem solvers were able to solve inconsistent word problems with a lower semantic complexity suggests that this poor performance on semantically complex word problems is not due to shortcomings in their mental representation skills. Rather, it seems that successful problem solvers particularly have difficulties to effectively handle semantic-linguistic complexities in word problems. This suggests that students lack the reading comprehension skills required for identifying and translating a primed mathematical operation to the ‘word problem appropriate’ mathematical operation. In the case of marked inconsistent word problems, this means that even successful students find it difficult to convert ‘less than’ into an addition operation. Although it could be argued that this is likely the result of the relatively little attention to the development of reading comprehension skills in the context of mathematical word problem solving in RME (e.g., Elia et al., 2009), this speculative interpretation needs to be further substantiated in future research.

Building upon prior studies (e.g., Lee et al., 2004; Van der Schoot et al., 2009), another aim of this study was to investigate whether reading comprehension skills could help (successful) word problem solvers to overcome the semantically complex marked relational term in an inconsistent word problem. In line with our expectations, reading comprehension was positively related to the performance on marked (but not unmarked) inconsistent word problems for the group of successful word problem solvers, whereas for the less successful group no significant relations were found between reading comprehension and word problem solving (Hypothesis 3).

These results provide corroborating evidence that general reading comprehension skills play an important role in students’ ability to correctly solve semantically complex word problems. Moreover, our findings represent an advance over prior work by more specifically delineating which types of word problems and for which students reading comprehension ability might have an effect. This study shows that reading comprehension skills are especially helpful when it comes to improving the performance on semantically complex word problems by successful word problem solvers (as classified by the RME mathematics test). More specifically, reading comprehension skills are relevant for word problem solving primarily in helping students to effectively translate complex (i.e., marked) relations terms encountered in inconsistent word problems to the correct mathematical operation (i.e., addition). From this, it is evident that reading comprehension skills provide a valuable addition to mental representation skills for word problem solving, and that simply relying on mental representation skills is not sufficient to correctly solve semantically complex word problems. This suggests that in addition to teaching students to use their mental representation skills to solve word problems, word problem solving instruction should have sufficient attention for developing and using reading comprehension skills related to identifying and dealing with semantic-linguistic features in the word problem statement.

It is important to start developing such skills early in elementary school, as word problems get semantically more complex when students progress in their educational career, for example when making the transition from elementary to secondary education (Silver and Cai, 1996; Helwig et al., 1999). Particularly in instructional approaches focused on word problem solving that show an imbalance between the amount of instruction time being devoted to the teaching of mental representation skills and reading comprehension skills, such as in RME, it is important to make teachers aware of this unequal distribution. Encouraging them to pay more attention to reading comprehension skills and teaching students how to deal with semantic-linguistic characteristics in word problems would then provide a good starting point to work toward more equally balanced word problem solving instructions. Moreover, it is useful to make a distinction between learning to process more subtle semantic-linguistic text features (like a marked relation term) and dealing with more general semantic text complexities (like the relevance of the information in the word problem text, the explicitness of the described relations, and the sequence of the known elements in the word problem text).

These and other practical aspects of the results, such as finding the optimal balance between the amount of instruction in strategic mental representation skills and reading comprehension skills, remain to be addressed in future research. Presumably, currently effective intervention programs that focus on both strategic mental representation skills and reading comprehension skills, such as schema-based instruction (e.g., Jitendra et al., 2002, 2011), and the Solve It! instruction method (Montague et al., 2000; Krawec et al., 2013), could provide a fruitful starting point in pursuing this challenge.

Author Contributions

All authors listed, have made substantial, direct and intellectual contribution to the work, and approved it for publication.

Conflict of Interest Statement

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.

Supplementary Material

The Supplementary Material for this article can be found online at: https://www.frontiersin.org/article/10.3389/fpsyg.2016.00191

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This is a guide on how to solve word problems!

Definition of a Word Problem:

Before you start to solve word problems, it is important to understand what a word problem is. A word problem is a mathematical exercise which is in the form of a hypothetical question that needs mathematical analysis and equations to be solved. A good way to solve word problems is by using the method called “GRASS.” GRASS is an acronym for Given, Required, Analysis, Solution, and Statement. You can use GRASS, step by step, to break down a word problem, making it easier to solve.

GRASS:

Given: Identify the given information in the question. What values are given and what do they represent? It may be helpful to know the following terms that are sometimes used in math questions and what they mean:

Term

Meaning

Sum

+ (addition)

Difference

— (subtraction)

Product

* (multiplication)

Quotient

/ (division)

Required: Look at what the question is actually asking you to find. Whatever it is, represent it with a variable e.g., x.

Analysis: If applicable, draw a sketch if one is not already provided. Decide on the appropriate math techniques to use and the formulas that relate the different quantities of interest. Whenever possible, use one variable only. For example, if you’re looking for two numbers that differ by 5, then let x, and x+5 (or x and x-5) represent the two numbers, NOT x and y. Alternatively, you may be able to use some information presented in the question to help you rewrite your equation in terms of one variable only.

Solution: Solve the equation or find the answer you’re looking for. You’ll have to think hard about the various math techniques you’ve learned in your courses to figure out which ones work for this particular question. Make sure your solution(s) makes sense in the context of the application—e.g., a negative area doesn’t make any sense.

Statement: Finish off with a concluding statement to make clear the answer to the question. If applicable, include units in your answer.

Here is a simple example to show how GRASS is used to solve a word problem.

Example:

The perimeter of a rectangular park is 26 m. If the length of the park is 5m, what is the width of the park?

Given: In this question, we are given the perimeter of the rectangular park as 26 m. We are also told that the length of the park is 5 m. So, P= 26m and L= 5m.

Required: The question asks: “What is the width of the park?” From this we know we have to find the width. Find: w = ?

Analysis: We can draw a sketch of the rectangular park to find out what formulas we might have to use to find the width.

Note: The longer sides are the lengths and the shorter sides are the widths.

Word Problem Sketch

So from this sketch, we can see that we need the formula for the perimeter of a rectangle.

P= 2L + 2w

If we rearrange the equation for w, then we get

w = (P – 2L) ÷ 2

The simplified equation is,

w = P/2 — L

Solution: So now that we have our equation, we can solve for the unknown variable w by subbing in our known variables, P and L.

w = (26m)/2   —  5m

w = 13m — 5m

w = 8m 

Statement: We found that the width is 8 metres. So now write your final answer from your solution in words.

Therefore, the width of the rectangular park is 8 metres.

Example:

Example:

Example:

Problem 1 : 

The table below shows the population of the three largest countries in North America in 2011. Find the total population of these countries.

Solution :

Method 1 :

Step 1 : 

First, write each population with the same power of 10.

United States : 3.1 x 108

Canada : 0.338 x 108

Mexico : 1.1 x 108

Step 2 : 

Add the multipliers for each population.

3.1 + 0.338 + 1.1  =  4.538

Step 3 : 

Write the final answer in scientific notation :

4.538 x 108

Method 2 :

Step 1 : 

First, write each number in standard notation.

United States : 310,000,000

Canada : 33,800,000

Mexico : 110,000,000

Step 2 : 

Find the sum of the numbers in standard notation.

310,000,000 + 33,800,000 + 110,000,000  =  453,800,000

Step 3 : 

Write the final answer in scientific notation :

453,800,000  =  4.538 x 108

Problem 2 : 

Using the population table in the above example, how many more people live in Mexico than in Canada ? Write your answer in scientific notation.

Solution : 

7.62 x 107 more people live in Mexico than in Canada.

Problem 3 :

When the Sun makes an orbit around the center of the Milky Way, it travels 2.025 × 1014 kilometers. The orbit takes 225 million years. At what rate does the Sun travel? Write your answer in scientific notation.

Solution : 

Key points : 

The answer is the number of kilometers per year that the Sun travels around the Milky Way.

Set up a division problem using

Rate  =  Distance / Time 

to represent the situation.

Step 1 : 

Substitute the values from the problem into the Rate formula. 

Step 2 : 

Write the expression for rate with years in scientific notation.

That is, 225 million  =  2.25 x 108.

Then, we have

Step 3 :

Find the quotient by dividing the decimals and using the laws of exponents.

Divide the multipliers.

2.025 ÷  2.25  =  0.9 

Divide the powers of 10.

1014 ÷ 108  =  1014-8 

1014 ÷ 108  =  106 

Step 4 :

Combine the answers to write the rate in scientific notation.

0.9 x 106  =  9.0 x 105

Justify and Evaluate : 

Use estimation to check the reasonableness of your answer.

9.0 x 105 is close 106so the answer is reasonable.

Reflect

1)  Light travels at a speed of 1.86 x 105 miles per second. It takes light from the Sun about 4.8 × 10³ seconds to reach Saturn. Find the approximate distance from the Sun to Saturn. Write your answer in scientific notation.

2)  Light travels at the speed of 1.17 x 107 miles per minute. Pluto’s average distance from the Sun is 3,670,000,000 miles. On average, how long does it take sunlight to reach Pluto? Write your answer in scientific notation.

Answers for the above questions : 

1)  8.928 × 108 miles

2)  3.14 × 102 minutes

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Arithmetic Word Problem Solving: The Role of Prior Knowledge

Catherine Thevenot, in Acquisition of Complex Arithmetic Skills and Higher-Order Mathematics Concepts, 2017

The role of daily life experience in solving arithmetic word problems

One goal of teaching children to solve arithmetic word problems is to help them in concretizing abstract mathematical concepts by relating these to their daily lives. For example, the problem “Susan sold two-thirds of her jam jars for 44 cents each. She has 12 left for sale. How much money does she have from the jars already sold?” should allow children to apply their knowledge about fractions in a plausible and concrete situation. However, the relation can work both ways and our daily life experience can also impact the way arithmetic word problems are mentally represented and solved.

As an example of how the framing of a word problem can sometimes dramatically influence performance, consider the study by Fischbein, Deri, Nello, and Marino (1985) where 5th, 7th, and 9th graders were asked to choose the correct operations for two word problems. The first problem was: “From 1 quintal of wheat you get 0.75 quintals of flour. How much flour do you get from 15 quintals of wheat?” And the second problem was: “1 kilo of detergent is used in making 15 kilos of soap. How much soap can be made from 0.75 kilos of detergent?” For the first problem, the percentages of correct answer were 79% for 5th graders, 74% for 7th graders, and 76% for 9th graders. However, for the second problem, the percentages of correct answer were only of 27, 18, and 35% in 5th, 7th, and 9th graders, respectively. Despite the fact that both problems require the same multiplication (15 × 0.75), the second problem was far more difficult to solve than the first one.

According to Fischbein et al. (1985), this is due to the fact that in the first case the operator is a whole number but in the second case, the operator is a decimal (see also DeWolf and Melissa, this volume). In this second case, the problem contradicts the tacit mental representation that students have about multiplication, which is often understood as repeated addition. Within this naïve conception, the operator must be a whole number. For example, it is easy to understand that three quarters (0.75) of a liter of milk are multiplied by 3 to feed 3 cats (0.75 + 0.75 + 0.75), but a problem in which 3 L of milk is multiplied by 0.75 has no intuitive meaning. Similarly, the conceptualization of multiplication as repeated addition makes it difficult for students to understand that the multiplicand (i.e., first number in the example just above) can be a negative number. Another constraint of the repeated addition model for multiplication is the property that multiplication “makes bigger.” This sometimes faulty conception is reinforced by everyday experience because when one thing is multiplied by something else, the result is always a larger number (see also Van Hoof and Jo, this volume). For example, if we multiply the price of a glass of wine by the number of guests at a party, the result is unfortunately higher than the price of a single glass. More generally, Fischbein et al.’s experiment shows that the inferences arising from people’s daily experiences can be inappropriately applied during the solving of arithmetic word problems and other mathematical problems.

At other times, these everyday inferences can help students mentally represent word problems. Coquin-Viennot and Moreau (2003) showed that a problem such as “For a prize, the florist prepares 5 roses and 7 tulips for each of the 14 candidates. How many flowers does the florist use in total?” is likely to be solved by children using a distributed strategy, that is, (14 x/5) +/(14 x/7). However, a different strategy is used when the same problem is framed “For a prize, the florist prepares a bouquet composed of 5 roses and 7 tulips for each of the 14 candidates. How many flowers does the florist use in total?” With this wording, the problem is more likely to be solved with a factorizing strategy, by performing 14 x/(5 + /7). In the second formulation of the problem, the term “bouquet,” and more precisely the knowledge that it corresponds to a bunch of flowers, structures the organization of the elements contained in the mental representation constructed to solve the problem.

Similar results were obtained by Bassok, Chase, and Martin (1998). They showed that the semantic relations between the everyday objects represented in word problems can influence how college students construct mathematical representations. More concretely, division involves an asymmetric mathematical relation between dividend and divisor (a/b ≠ b/a). When Bassok et al.’s participants were asked to create word problems, they applied this asymmetric relation to object sets that readily evoked functionally asymmetric semantic relations (e.g., apples and baskets), but refrained from dividing object sets that did not evoke functionally asymmetric relations (e.g., apples and oranges). Conversely, when apples and oranges had to be integrated in the text of the problem, college students usually related such functionally symmetric sets with the mathematically symmetric operation of addition (a + b = b + a). As in Coquin-Viennot and Moreau’s (2003) study, students’ knowledge of everyday relationships shaped the mental representations they constructed about mathematical relations.

These illustrations suggest that students’ mental representations constructed to solve arithmetic word problems are strongly influenced by their everyday knowledge. In other words, individuals process the concrete situations described within the text of the problem and do not focus directly on the mathematical relations between the different elements of the problem. According to Brissiaud and Sander (2010), the initial mental representation constructed from a problem text always activates a situation-based strategy first, even after instruction (see also Brissiaud, 1994). In other words, students will always first attempt to solve word problems using their knowledge about concrete daily life situations. This approach is modified only when the strategy based on the simulation of the situation described in the text does not produce an answer. For example, the situation-based strategy for a problem such as “Luc is playing with 42 marbles. During the game, he loses 39 marbles. How many marbles does Luc have now?” would consist of counting backward from 42, which is cognitively demanding. A less demanding and thus more efficient approach would be to “rerepresent” the problem and count forward from 39 to 42. In accordance with their Situation Strategy First model, the authors show that such problems are indeed more difficult for 7- and 8-year-old children than problems where the situation-based strategy maps directly onto the most efficient strategy (i.e., “Luc is playing with 42 marbles. During the game he loses 3 marbles. How many marbles does Luc have now?”).

We have seen so far that real world knowledge can sometimes prevent the construction of mathematically accurate mental representations of the situations described in word problems. We have also seen that everyday knowledge can shape the mental representations of word problems and even support the mathematical representation of the information presented in them. Nevertheless and conversely, as we will see in the next section, real word knowledge is sometimes ignored when it should not be because individuals wrongly assume that everyday experience has nothing to do with mathematical problem solving.

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The Role of Cognitive Processes in Treating Mathematics Learning Difficulties☆

Lynn S. Fuchs, … Caitlin Craddock, in Cognitive Foundations for Improving Mathematical Learning, 2019

Preliminary Results

We report on results to date for three outcomes: arithmetic, word-problem solving, and understanding of word-problem language. With respect to arithmetic, the three active conditions performed comparably at posttest, with each group outperforming the control group. The effect size for number knowledge intervention versus control was 0.81; the effect size for word-problem intervention versus control, 1.27; and the effect size for word-problem with embedded language comprehension, 1.68. These are all large effect sizes, indicating strong positive effects.

On the word-problem solving outcomes, the pattern of effects differs. The effect between the two word-problem conditions, with and without embedded language comprehension, is not significantly different, but is nearly so (P = .06). If the pattern of effects holds throughout the study cohorts, then an advantage for the embedded language comprehension component will be significant. Importantly, children in both word-problem conditions perform significantly stronger than number knowledge intervention children and stronger than control children, who perform comparably to each other. The effect size for word-problem intervention with embedded language comprehension instruction versus control is 1.16; for word-problem intervention versus control, 0.79; and for number knowledge intervention versus control 0.10. The effect size between the two word-problem conditions is 0.37.

So, both word-problem intervention conditions are producing significantly better word-problem outcomes than number knowledge intervention and control, but differences between the two word-problem conditions are not significant. To date, number knowledge intervention appears comparable to control on word-problem solving, despite that number knowledge intervention is producing significantly better arithmetic performance (effect size = 0.81). This raises questions about whether transfer from arithmetic to word problems is sufficient to support word-problem development among at-risk children. It also suggests added value for explicit word-problem intervention over number knowledge intervention on first-grade word-problem outcomes.

In terms of understanding of word-problem language, children in the word-problem intervention with embedded language comprehension instruction condition completed intervention with superior understanding compared to children in each of the other three conditions. The effect size contrasting number knowledge intervention with control was 0.01; the effect size contrasting word-problem intervention with control was 0.08. By contrast, the effect size contrasting word-problem intervention with embedded language comprehension with control was 0.50. The effect size comparing the two word-problem conditions was 0.42.

We also asked whether end-of-intervention understanding of word-problem language mediates condition effects on the word-problem solving outcome. In Fig. 3, condition effect refers to each active condition versus control (i.e., three models were run, one for each of the three active conditions versus control). Each model controls for pretest word-problem and arithmetic skill. Each model includes posttest word-problem language understanding (the potential mediator) and the condition effect: number knowledge intervention versus control in the upper left panel; word-problem intervention versus control, in the upper right panel; and word-problem intervention with embedded language comprehension instruction versus control in the lower panel.

Fig. 3

Fig. 3. Mediation effects for word-problem specific language understanding.

In all three models, the effect of word-problem language on the word-problem outcome (the b path shown on the descending side of each triangle) was significant. This indicates that stronger word-problem language is related to stronger word-problem solving. The a path (the ascending side of each triangle) shows whether the intervention had a positive effect on word-problem language. The mediation effect is the product of the a path and the b path. Given the similarly strong b paths for all three models, the strength of the mediation effect depends on the strength of a path. The a path was not significant for number knowledge intervention versus control: The effect of number knowledge intervention on word-problem language was weak, with an a path coefficient of .02 (P = .924). The a path was also not significant for word-problem intervention versus control: The effect of word-problem intervention on word-problem language is weak, with an a path coefficient of .04 (P = .808). By contrast, the a path was significant for word-problem intervention with embedded language instruction versus control: The effect of word-problem intervention with embedded language instruction on word-problem language is strong, with an a path coefficient of .53 (P = .005). Therefore in the word-problem intervention condition with embedded language comprehension instruction, additional power accrues on the word-problem outcome via the language component’s unique effect on word-problem language, which in turn supports word-problem solving.

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Learning and Solving More Complex Problems: The Roles of Working Memory, Updating, and Prior Skills for General Mathematical Achievement and Algebra

Kerry Lee, … Rebecca Bull, in Acquisition of Complex Arithmetic Skills and Higher-Order Mathematics Concepts, 2017

Mathematical Relational Skills and Arithmetic Word Problems

Orton and Orton (1999) found children relied on arithmetic strategies for solving number sequences. On a cross-sectional basis, we found performances on the Number Sequences and arithmetic word problems to be correlated strongly and positively. A similar pattern of correlations was found between the Number Sequences and Numerical Operations tasks. These findings are consistent with the hypothesis that competency in arithmetic may be important for finding solutions to number sequences.

With few exceptions, we also found performance on Number Sequences predicted accuracy on the arithmetic word problems in the following year. These predictive relations were somewhat stronger in the earlier grades. Notably, relations in the reverse direction were neither strong nor consistent: arithmetic performance did not consistently predict performance in Number Sequences. The same analyses conducted with the Function Machine task revealed a similar pattern of findings, but with weaker and less consistent associations.

One interpretation of the cross-sectional and longitudinal findings is that arithmetic skills are used in solving the relational problems, but they matter little in children’s learning of more complex relational skills. This interpretation is consistent with the demands of the relational tasks. Faced with a number sequence, children need to figure out the structural relations specific in the sequence before they can usefully carry out any arithmetic operations. Arithmetic competency will matter little if children cannot figure out which arithmetic operation to apply. Some children will rely on a guess-and-check heuristic to try to work out the solution. Equivalent to a brute-force approach, the use of such heuristics to solve relational tasks is critically dependent on the efficiency with which arithmetic operations are conducted. However, even with guess-and-check, correct estimation of the structural relations will help narrow the range of operations and functions to be attempted. Conversely, children good at the relational tasks are more likely to have a better sense of relations between numbers, and in applying and reversing operations; both of which will aid in the learning of more complex arithmetic operations.

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Foreword: Build It and They Will Come

Robert S. Siegler, in Acquisition of Complex Arithmetic Skills and Higher-Order Mathematics Concepts, 2017

A third major theme of this volume is the intensifying effort to use findings from cognitive science research to improve math learning. This is most evident in areas where a substantial empirical base is available to guide the instructional efforts, such as mathematical equivalence, arithmetic word problems, and rational numbers, as indicated in the chapters by McNeil et al., Thevenot, Barnes and Raghubar, and Jordan et al. However, it also is evident in areas with a smaller empirical base, in particular in the chapters on algebra by Booth et al. and by Rittle-Johnson et al. These instructional efforts promise to yield practical benefits for educating students; they also promise to yield theoretical benefits for understanding mathematical development.

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Aptitude and achievement testing

Lynda J. Katz, Franklin C. Brown, in Handbook of Psychological Assessment (Fourth Edition), 2019

Current measures of mathematical achievement

Among the measures of achievement in the area of mathematics, those found in the Woodcock–Johnson Achievement Battery (Houghton Mifflin Harcourt, 2014) and the WRAT4 (Wilkinson & Robertson, 2006) are excellent screening measures. Steiner and Ashcraft (2012) have developed three brief assessments of math achievement, two which are drawn from the WRAT and one composed of noncopyrighted items, for use with college students when lengthy testing is not feasible. Highly relevant for the clinician is their discussion of the changes between the WRAT3 and WRAT4 arithmetic problems. The authors point out that the newer test has removed four of the five most difficult items including the algebra problem with two unknowns, the factoring problem with exponents, and the function problem. Eight new items of lesser difficulty have also been added, making the WRAT4 somewhat less challenging and effectively decreasing the overall difficulty level of the test, according to the authors (Steiner & Ashcraft, 2012).

Earlier, the WRAT3 Arithmetic subtest was used in a study by Passolunghi, Marzocchi, and Fiorillo (2005) to identify the presence of an underlying arithmetic learning disorder (ALD) in a group of children with ADHD compared with a group of children with an ALD only and a control group achieving at normal levels. Children were included in the arithmetic learning disabilities group if their score was less than 29, which is two standard deviations below the mean according to Italian norms on the arithmetic subtest of the WRAT3. According to the authors of the study, children in the ADHD and the ALD group did not present any specific reading deficit using an Italian version of the reading subtest. As part of a comprehensive neuropsychological evaluation, the students were required to complete a set of eight arithmetic word problems that had been adapted from a standardized Italian test of arithmetic word problems in use for primary schools. Their results showed that when working with arithmetic word problems, the children with ADHD recalled significantly more irrelevant literal information and significantly less relevant information than the other two groups. The ALD group was significantly more impaired in the solution of problems containing irrelevant numerical information. Both groups showed an impairment on working memory tasks (Passolunghi et al., 2005). They concluded that in all of the cognitive tasks involved in arithmetic word problems (comprehending the problem, constructing a representation of it, planning, and monitoring single subgoals), executive functions (particularly inhibition mechanisms) may explain an impairment in arithmetic word problem solving. Thus they provided evidence that problem solving difficulties of children with ADHD and ALD are related to the inability to reduce the memory accessibility of nontarget and irrelevant information.

Given the results of Passolunghi et al. (2005) and Steiner and Ashcraft (2012), the KeyMath-3 Diagnostic Assessment (Connolly, 2007) may be a useful instrument when a more comprehensive assessment of math skills is required. Available in two parallel forms for use with individuals between the ages of 4.5 and 21 years, the tests items are grouped into 10 subtests that represent three general math content areas: basic concepts, operations, and applications. It covers the following item content: Numeration, Algebra, Geometry, Measurement, Data Analysis and Probability; Mental Computation and Estimation; Addition and Subtraction; Multiplication and Division; Foundations of Problem Solving; and Applied Problem Solving. The instrument reflects the content and process standards of the National Council of Teachers of Mathematics (2000). In addition, there is an extensive computer generated report that specifically details the individual’s current skills in each area of measurement. Rosli (2011) provides a more in-depth review of the KeyMath Test for those interested in this test.

Finally, Brendefur and colleagues (2015) are in the process of developing the Primary Math Assessment (PMA) which is based on a multiple gating system and described as “A Comprehensive Mathematical Assessment Tool to Improve Mathematics Intervention for At-Risk Students.” The instrument is designed to identify K-2 students at risk for poor math outcomes across six dimensions of math that are closely aligned with the common core math standards and include number sequencing, operations (number facts), contextual problems, relational thinking, measurement, and spatial reasoning (Brendefur et al., 2015). As early intervention is a key in the education of students at risk for failure, the instrument has the potential for being a significant addition to the field of assessment with younger children in the area of mathematics, once it is more fully validated.

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The Relation Between Space and Math

Kelly S. Mix, Yi-Ling Cheng, in Advances in Child Development and Behavior, 2012

3 Spatial Visualization

Spatial visualization encompasses a variety of tasks that require mental transformations of 2D and 3D objects, such as paper folding, the form board, and block design. Performance on each of these tasks is related to math performance throughout development from early childhood to adolescence.

The block design subtest on the WISC, for example, is significantly correlated with composite scores of math achievement throughout school age, from kindergarten to 12th grade (Johnson, 1998; Markey, 2010). More specific connections have been reported between the ability to copy block patterns and performance on arithmetic word problems in 12-year-olds (Hegarty & Kozhevnikov, 1999) and counting skills in 6-year-olds (Kyttälä et al., 2003).

Mazzocco and colleagues found that spatial visualization, as measured on the Positions in Space subtest of the Developmental Test of Visual Perception (DVTP-2), is highly correlated with both kindergarten and third grade TEMA-2 scores (Lachance & Mazzocco, 2006; Mazzocco & Myers, 2003). Likewise, Sherman (1979) found a significant association between high schoolers’ spatial visualization scores on the Differential Aptitude Test and their math problem-solving scores. In fact, this was the only spatial task that predicted math problem solving. On the DAT, spatial visualization is measured using cube turning and figure turning tasks (i.e., imagining how an object will look when turned). Spatial visualization, as measured on a part-whole reasoning task, also correlated significantly with children’s performance on the math subtest of the Iowa Test of Basic Skills in grades 2, 5, 6, and 7 (Guay & McDaniel, 1977). Finally, spatial visualization was highly correlated with fourth graders’ measurement skills, even when working memory was controlled (Casey, Dearing, Vasilyeva, Ganley, & Tine, 2011).

These studies provide strong evidence of a connection between spatial visualization and math. However, several other kinds of spatial visualization that are well represented in the spatial development literature have not yet been studied with respect to math performance. For example, there is extensive research on children’s ability to relate maps and models to physical spaces (e.g., Liben, 2001; Marzolf & DeLoache, 1994; Newcombe & Huttenlocher, 1992; Rieser, Garing, & Young, 1994; Shusterman, Lee, & Spelke, 2008; Uttal, 2000), but it is not known whether individual differences in this ability relate to individual differences in math achievement. Similarly, research has not considered whether individual differences in navigation through space (e.g., Cornell & Hay, 1984) or sensitivity to geometric information (e.g., Hermer & Spelke, 1994) is related to math performance.

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Problem Solving

R.E. Mayer, in Encyclopedia of Human Behavior (Second Edition), 2012

Problem-Solving Transfer

Transfer is the effect of prior learning on new learning. When the new learning task is a problem to solve, we can use the term problem-solving transfer to refer to the effect of prior learning on solving a new problem (Mayer and Wittrock, 2006). Positive transfer occurs when previous learning helps you on a new task, whereas negative transfer occurs when previous learning hurts you on a new task. For example, if you have learned arithmetic, it should be easier for you to solve an arithmetic word problem – which would indicate positive transfer. If you learned to drive on the right side of the road in the United States, you may experience negative transfer in trying to learn to drive on the left side of the road in Australia.

How does transfer work? This has been a central research question in psychology and education since Thorndike’s (Thorndike and Woodworth, 1901; Thorndike, 1931) pioneering work in the early 1900s, and has generated three alternative explanations: general transfer, specific transfer, and mixed transfer. General transfer is the idea that learning task A can help you on task B, even if A and B have nothing specifically in common. For example, the doctrine of formal discipline (which is a classic theory of general transfer) posited that learning certain school subjects, such as Latin and geometry, would improve students’ minds in general and thereby help them on unrelated tasks in the future. The doctrine of formal discipline was used to justify the establishment of Latin schools, in which the curriculum consisted of learning Latin, Greek, geometry, and similar subjects. In one of the first experiments in the field of educational psychology, Thorndike (Thorndike and Woodworth, 1901; Thorndike, 1931) was able to show that students who learned Latin did not perform any better in learning bookkeeping than did students who had not learned Latin. Subsequent research (Singley and Anderson, 1989) also found little support for the idea of general transfer.

In contrast, specific transfer is the idea that learning task A will help you in task B only to the degree that A and B have identical elements in common. Thus, learning Latin may help you learn Spanish because some of the verb conjugations are similar and many of the words are similar. The theory of specific transfer is problematic for educators because it suggests that students need to learn every specific piece of knowledge they will ever need.

Mixed transfer is a compromise between general and specific transfer that involves specific transfer of a general principle, that is, mixed transfer occurs when a learner abstracts a general principle from learning A and is able to apply it to solving a new problem B. The transfer is specific because both A and B can be solved by the same general principle but what is being transferred is a general principle rather than specific behaviors. For example, if students learn to make sense out text passages by producing summaries, this general method can be transferred to the task of making sense out of a new text passage. Research on teaching cognitive strategies shows that students can benefit from learning general strategies such as summarizing in reading comprehension (Pressley and Woloshyn, 1995; Mayer, 2008).

Promoting positive transfer is a fundamental goal of education, that is, educators seek to help students learn in ways so that they will be able to use what they have learned to solve new problems. Mayer and Wittrock (2006) have described seven ways to promote problem-solving transfer: load-reducing methods, such as helping students build automaticity in basic skills; structure-based methods, such as using concrete models; schema-based methods, such as using advance organizers or pretraining; generative methods, such as encouraging learners to engage in elaboration or self-explanation; guided discovery methods, such as providing hints as someone solves a problems; modeling methods, such as providing worked examples; and teaching thinking skills, such as training people to use effective methods and strategies.

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The Psychology of Learning and Motivation

Alicia Forsberg, … Nelson Cowan, in Psychology of Learning and Motivation, 2021

5.1 Correlations between working memory performance and educational outcomes

A large body of evidence suggests that better working memory capacity has important consequences for children’s ability to acquire new knowledge and skills (see Cowan & Alloway, 2008, for a review), and is a good predictor of academic success (Dehn, 2008; Kane & Engle, 2000, 2002; Kyllonen & Dennis, 1996). For example, Alloway and Alloway (2010) found that working memory ability at age five predicted both literacy and numeracy 6 years later, while intelligence test scores accounted for a smaller portion of unique variance in both learning outcomes. They concluded that working memory is not a mere proxy for IQ but a dissociable cognitive skill central to academic achievement.

Indeed, performance in reading, written language, and mathematics all have medium to large correlations with working memory capacity (rs = 0.55–0.92; Engle, Tuholski, Laughlin, & Conway, 1999). Similarly, poorer working memory is related to lower performance on arithmetic word problems (Swanson & Sachse-Lee, 2001), poor computational skills (Bull & Scerif, 2001; Geary, Hoard, & Hamson, 1999), and reductions in various other aspects of mathematics ability (Bull & Scerif, 2001; Jarvis & Gathercole, 2003; Li & Geary, 2013; Siegel & Ryan, 1989), including the strategies used in simple and complex addition (Geary, Hoard, Byrd-Craven, & DeSoto, 2004). Similarly, working memory appears to play a critical role in science learning (Danili & Reid, 2004; Johnstone & Al-Naeme, 1991; Sweller, 1994) and various aptitude measures in children (Gray et al., 2017).

Insights into the link between working memory and language processing have been found using different theoretical frameworks of working memory (for a review, see Adams, Nguyen, & Cowan, 2018). Working memory plays a role in both literacy (De Jong, 1998; Gathercole et al., 2004; Gathercole & Pickering, 2000; Swanson, 1994) and language comprehension (Nation, Adams, Bowyer-Crane, & Snowling, 1999; Seigneuric, Ehrlich, Oakhill, & Yuill, 2000). For example, individual differences in phonological memory, often measured by nonword repetition tasks, seem closely associated with vocabulary acquisition (Baddeley et al., 1998; Gathercole & Baddeley, 1989; Gathercole, Willis, Emslie, & Baddeley, 1992; Hu, 2003). However, in typically developing children, working memory scores (requiring both memory and processing) predict reading achievement independently of verbal short-term memory task scores (requiring only verbal memory, but no processing; Swanson & Howell, 2001) and phonological awareness skills (Swanson & Beebe-Frankenberger, 2004). Thus, language development also seems aided by a general working memory ability, above and beyond phonological memory ability.

Research also suggests connections between working memory performance and developmental language disorders. An early study showed that children with language disorders performed at lower levels than age-matched peers on nonword repetition tasks, suggesting that children with language disorders have working memory storage deficits, which may contribute to, or even cause, the disorders (Gathercole & Baddeley, 1990). Children with reading disabilities show deficits in verbal working memory tasks relative to typically developing children (Siegel & Ryan, 1989; Swanson, 1994, 1999; Swanson & Berninger, 1996). Moreover, different aspects of working memory performance may support different aspect of cognitive development. Children with language-specific impairments may have specific verbal working memory impairments but not be impaired for visuospatial tasks (Pickering & Gathercole, 2004). Furthermore, childhood dyslexia appears associated with a modality-general serial order memory deficit (e.g., Cowan et al., 2017; Majerus & Cowan, 2016), highlighting the complex role the working memory system plays in language impairments. Indeed, Gray et al. (2019) emphasized that knowing each child’s specific working memory profile—in addition to their language impairment—is useful, as working memory assessment scores contribute additional information about their cognitive functioning beyond their learning disabilities diagnosis.

So far, we have highlighted the relationship between better working memory ability and performance in various educational areas. However, we can also glean interesting insights regarding the role of working memory in education by considering examples when working memory is not strongly associated with subject-specific attainment. For instance, Gathercole et al. (2004) found that both Math and English assessment in younger children (focusing on literacy) was linked with working memory capacity. However, at age 14, complex working memory test scores were associated with better mathematics and science attainment, but not English literature attainment. The higher-level skills assessed in 14-year-olds included comprehension and analysis of literature. These patterns suggest that some aspects of educational attainment may be more independent of working memory ability. Similarly, Gathercole et al. (1992) explored the development of phonological memory and vocabulary acquisition. Before the age of five, phonological memory ability was strongly associated with vocabulary acquisition. However, after the age of five, there was no clear relationship between phonological memory and vocabulary development. On the other hand, phonological memory may still play a role, at least at a later age, in the case of learning a second language (e.g., Erikson et al., 2018).

While evidence for a correlation between working memory ability and educational attainment is convincing, we know less about the mechanisms by which this occurs. We consider these mechanisms next.

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Traumatic Brain Injury, Part II

Irene Cristofori, Harvey S. Levin, in Handbook of Clinical Neurology, 2015

Penetrating traumatic brain injury

Penetrating TBI has been largely studied in military populations. Most of these studies investigate the changes in general intelligence before and after injury. In the civilian population, these kinds of studies are rare, especially because preinjury data are often lacking. However, this is not the case when studying military populations. New military recruits are required to complete tests of general cognitive and learning ability – thus, providing researchers with a measure of preinjury intelligence.

Since World War II, three neuropsychological tests have been used by the military to assess general intelligence. The first, the Army General Classification Test (AGCT), was developed during World War II in order to assess general learning ability and was composed of four subtests: vocabulary, arithmetic word problems, object-function matching, and mental imagery. Successively, in 1950, the Armed Forces Qualification Test (AFQT) was introduced in order to have a more precise measure of the ability to integrate the military training. The AFQT included word knowledge, paragraph comprehension, arithmetical reasoning, and mathematics knowledge tests. In 1970, the Armed Services Vocational Aptitude Battery (ASVAB) was first introduced, in order to select and classify the military population to specific available jobs. These tests provided a general intelligence score similar to the intelligence quotient (IQ).

Studies of patients with penetrating TBIs are primarily conducted with veterans from World War II and the Vietnam War. This group of studies has generated invaluable knowledge about cognitive functioning after injury. The benefits of studying this population include the availability of preinjury cognitive information, matched control participants with nonbrain injuries, and the possibility of performing longitudinal studies.

Previous studies using World War II veterans have reported the following findings (Tueber and Weinstein, 1954; Weinstein and Teuber, 1957). From 5 to 8 years after injury, patients with penetrating TBIs had longer reaction times, produced more errors, and recalled fewer items on the Seguin-Goddard Form Board Test (a measure of tactual-spatial problem solving) compared to peripheral nerve injury patients without brain injury. The same TBI patients also showed a decline in general intelligence, as measured by the AGCT, between 10 and 12 years after their penetrating TBI – an effect that was not a result of preinjury education or general intelligence (Weinstein and Teuber, 1957).

Following studies have shown that TBI patients have lower general intelligence scores compared to controls (Grafman et al., 1988; Corkin et al., 1989; Raymont et al., 2008). Grafman and colleagues (1988) identified predictors of postinjury intellectual processing, as a function of preinjury intelligence and lesion size in Vietnam veterans who had survived penetrating injuries. Among all factors analyzed, preinjury intelligence was the best predictor of postinjury general intelligence, followed by lesion size and location. However, lesion location predicted performance on specific cognitive abilities: patients with left temporal and occipital lesions performed worse on vocabulary and object-function matching ability, respectively (Grafman et al., 1988).

From the 1950s until the 1980s, Corkin and colleagues (1989) examined long-term cognitive stability in the same group of World War II veterans with penetrating TBI. Over this 30 year period, the patients exhibited a decline on the AGCT and the Hidden Figures Test (a measure of the ability to distinguish figures from a background). Patients with left parietal lobe damage showed greater declines in vocabulary and arithmetic, while patients with right parietal lobe damage showed greater declines in visual perception. These task-specific declines were more pronounced in older patients. Based on these findings, the authors concluded that penetrating TBI could accelerate the natural process of cognitive decline due to aging (Corkin et al., 1989).

More recently, Raymont and colleagues (2008) examined changes in general intelligence over a 40 year period in Vietnam War veterans with penetrating TBI, in comparison to matched control participants who were also veterans but had no TBI. All participants in this study completed the AFQT at three time points: immediately prior to their military deployment, 12–15 years following their return from deployment, and again 30–40 years after return from deployment. Before the injury, patients and controls did not significantly differ in general intelligence. However, from the preinjury assessment to approximately 30 years postinjury, penetrating TBI patients exhibited a greater decline in general intelligence in comparison to their matched control participants. Lesion location, level of neural atrophy (focal versus global) and certain genetic markers (catechol-O-methyl transferase (COMT) and brain-derived neurotrophic factor (BDNF)) were associated with exacerbated decline. In addition, thickness of the third ventricle and presence of global atrophy were significantly correlated with changes in AFQT score from preinjury to postinjury. Finally, Raymont and colleagues also reported a correlation between the postwar degree of parietal lobe atrophy and the degree of decline on the AFQT.

The utility of lesion location studies in predicting cognitive decline has also been demonstrated in another recent study. Barbey and collaborators (2012) studied the role of the dorsolateral prefrontal cortex (dlPFC) in general intelligence, using the Wechsler Adult Intelligence Scale (WAIS) (Wechsler, 2008).This study demonstrated that TBI patients with penetrating focal dlPFC lesions have impaired general intelligence compared to non-dlPFC TBI patients and healthy control participants. These results have significant implications for the neuropsychological assessment of patients with TBIs. From a clinical perspective, a better understanding of the potential deficits in general intelligence among patients with TBIs could help the design of tests and training, with potential to enhance patients’ cognitive abilities and mitigate everyday life disability.

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Systems Neuroscience of Mathematical Cognition and Learning

Teresa Iuculano, … Vinod Menon, in Heterogeneity of Function in Numerical Cognition, 2018

Lateral Frontotemporal Cortices: Language-Mediated Systems

Basic Organization

Phonological skills are essential for successful mathematical skill acquisition, particularly during the early stages of learning (Carey, 2004). Even before formal schooling, children are introduced to number words during language acquisition. Specifically, phonological processing plays a pivotal role in learning to count and in the perceptual-to-semantic mapping from number words (i.e., “one,” “two,” “three,” “four”) to numerosities (Carey, 2004). There is evidence that phonological awareness (i.e., the ability to recognize and manipulate different word sounds) and arithmetic skills are associated with one another (De Smedt, Taylor, Archibald, & Ansari, 2010). Moreover, several behavioral studies have demonstrated a link between the ability to process linguistic information and arithmetic word problems (e.g., “John has 9 pennies. He spent 3 pennies at the store. How many pennies does he have left?”), and arithmetic computations (Fuchs, Fuchs et al, 2008; Fuchs, Powell et al, 2008; Jordan, Levine, & Huttenlocher, 1995). There is also evidence that arithmetic facts are represented as a “verbal code” in the cortex (Dehaene, Piazza, Pinel, & Cohen, 2003; Grabner et al., 2009; Prado et al., 2011). Moreover, processing of arithmetic facts engages verbal information processing regions in the STS, the MTG, and the IFG (Andres, Michaux, & Pesenti, 2012; Andres, Pelgrims, Michaux, Olivier, & Pesenti, 2011; Lee, 2000; Prado, Mutreja, & Booth, 2014; Prado et al., 2011) (Fig. 15.4A,a,b).

Figure 15.4. Language systems for mathematical knowledge.

(A) Basic organization. (a) Brain areas showing increased activity during mental arithmetic tasks compared to letter reading. Left: Schematic of the arithmetic task during which participants had to multiply the Arabic digit displayed on the screen by 3 or 4, or subtract it from 11 or 13. Right: brain regions of the middle temporal gyrus (MTG) and superior temporal sulcus (STS) (in blue) were more active for multiplication tasks, whereas posterior parietal regions (in orange) showed significant activation for both multiplication and subtraction tasks; (b) CORONAL views of brain regions showing increased functional activity during the same mental arithmetic task as (A,a). Red clusters (first three from the left) show the parietal and frontal areas involved in subtraction and multiplication. These include the posterior superior parietal lobe (pSPL), the horizontal segment of the intraparietal sulcus (hIPS), and the inferior frontal gyrus (IFG). Blue clusters (last panel on the right) include perisylvian areas of the STS and MTG that showed greater activation for multiplication than subtraction. (B) Heterogeneity of skills. (a) Functional activity modulation of the MTG during multiplication, but not subtraction, in children. Left: Localizer task—participants decided whether two visually presented words rhymed or not. Middle: Arithmetic tasks—participants were asked to evaluate multiplication (top) or subtraction (bottom) math problems containing single-digit operands. Right: Activity in the left MTG region of interest (ROI) as a function of operation (multiplication and subtraction) and school grade; (b) significant correlations between peak activations in the Heschl’s gyrus in the temporal lobe during mental arithmetic (multiplication and subtraction) and self-reported use of verbalization strategies for different stimulus presentation (i.e., Arabic digits and number words). Note: Heschl’s gyrus ROI defined based on the automated anatomical labeling atlas; (c) Group differences in functional activation during multiplication in ROIs identified using the same rhyming task as (B,a). IFG and STG–MTG clusters showed greater activation for small compared with large problems for typically developing (TD) children, but not for children with mathematical learning disabilities (MLD).

(A,a) Modified from: Andres et al., 2012, NeuroImage © 2012 by Elsevier. (A,b) Modified from: Andres et al., 2011, NeuroImage © 2011 by Elsevier. (B,a) Modified from: Prado et al., 2014, Developmental Science © 2014 by John Wiley & Sons, Inc. (B,b) Modified from: Zarnhofer et al., 2012, Behavioral and Brain Functions © 2012 by BioMed Central Ltd. (B,c) Modified from: Berteletti et al., 2014, Cortex © 2011 by Elsevier.

Heterogeneity in Typical and Atypical Development

Mathematical proficiency is dependent on successful early learning about numerical quantity, including binding of individual numbers to their names, which requires engagement and parallel development of language-related processing (Gobel, Watson, Lervag, & Hulme, 2014). Indeed, several neuroimaging studies have reported engagement of language-related brain systems during mathematical tasks in children (Evans, Flowers, Napoliello, Olulade, & Eden, 2014; Prado et al., 2011, 2014; Rosenberg-Lee et al., 2014; Zarnhofer et al., 2012). The degree of this engagement is often based on problem type (e.g., the arithmetic operation to be performed) and strategy use, highlighting a source of heterogeneity in the role of language processing on mathematical cognition. For example, Prado et al. report age-related activation increases in left lateral temporal cortex, a region typically associated with language comprehension, for multiplication, but not for subtraction (Fig. 15.4B,a). Conversely, subtraction problems showed increased activity in regions of the PPC involved in numerosity and visuospatial processing as a function of age and skills (Prado et al., 2011, 2014). These findings are in line with previous results demonstrating that multiplication relies more on verbal strategies, whereas subtraction is often solved through visuospatial strategies as reflected by the differential neural substrates engaged (Dagenbach & McCloskey, 1992; Dehaene & Cohen, 1995; Ischebeck et al., 2006). Paralleling these findings, similar results have emerged in a heterogeneous population of elementary school children, involving children with MLD. In their study, Rosenberg-Lee et al. (2014) found greater activity for addition relative to subtraction problems in the bilateral STS, middle temporal gyri (MTG), and the hippocampus, regions involved in language processing, and memory, respectively. Conversely, subtraction problems were supported by a network of posterior parietal and frontal regions (Rosenberg-Lee et al., 2014)—see also Evans et al. (2014) for a similar result.

Moreover, there is evidence that variability in strategy use modulates activation in verbal brain systems during mathematical problem-solving. Zarnhofer et al. reported that individuals who verbalize multiplication and addition operations show stronger activation in regions associated with auditory processing—in the Heschl’s gyrus and Rolandic operculum—compared with individuals who simply visualize the numbers, independent of whether problems were presented as Arabic numerals or written number words (Zarnhofer et al., 2012) (Fig. 15.4B,b).

With respect to heterogeneity in mathematical abilities, children with MLD show aberrant activation in verbal information processing regions of the STS, MTG, and IFG—identified via an independent phonological localizer task (Berteletti, Prado, & Booth, 2014; Prado et al., 2011)—suggesting difficulties in verbal retrieval of problem solutions (Fig. 15.4B,c).

Furthermore, the integration of phonological and orthographic codes, anchored in the STS, MTG, and FG, respectively, might also play an important role in individual differences in the acquisition of mathematical skills, similarly to reading skills. A previous study in 7- to 9-year-olds, found that subtraction problems activated a network of posterior parietal regions, including the IPS and SMG, whereas addition problems activated a network of language-related regions in the STS and MTG (Evans et al., 2014). This same network of language-mediated areas was also active during a reading task, suggesting that verbally mediated systems underlie both arithmetic problem-solving and reading. The integration of phonological and orthographic codes has not been formally explored in mathematical cognition, however, it is plausible to predict that, at least for certain arithmetical operations (i.e., addition and multiplication), successful neural integration of these two codes at the early stages of development might predict later learning and proficiency.

This framework could also be useful for assessing the known associations of math and reading skills and comorbidity of disabilities in these two cognitive domains (Ashkenazi, Black, Abrams, Hoeft, & Menon, 2013). Indeed, a recent study demonstrated that compared with TD controls, children with developmental dyslexia and mild impairments in fact retrieval displayed greater activity in the SMG for both addition and subtraction problems (Evans et al., 2014). Conversely, the TD group engaged the SMG only for subtraction and not addition problems, suggesting that children with developmental dyslexia might use alternate nonverbal strategies for both operations to compensate for neural aberrancies in language-related areas.

Together these findings highlight the importance of these—often overlooked—verbally mediated systems in the development of mathematical cognition. The extant literature also demonstrates that it is important to consider multiple variables (i.e., type of task, type of strategy, age, comorbidity of skills) when assessing neurocognitive correlates of heterogeneity of outcomes in mathematical learning.

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