Skip to main content
Log in

A complementary survey on the current state of teaching and learning of Whole Number Arithmetic and connections to later mathematical content

  • Survey Paper
  • Published:
ZDM Aims and scope Submit manuscript

Abstract

Whole Number Arithmetic (WNA) appears as the very first topic in school mathematics and establishes the foundation for later mathematical content. Without solid mastery of WNA, students may experience difficulties in learning fractions, ratio and proportion, and algebra. The challenge of students’ learning and mastery of fractions, decimals, ratio and proportion, and algebra is well documented. Most of this research has focused on either fractions, decimals, ratio and proportion, algebra, or WNA. There is a lack of research that addresses the connection between these relevant topics. Within WNA, most research focuses on counting, computation, or solving word problems. There is a lack of research that investigates connections within WNA. This special issue is intended to bridge this research gap by explicitly highlighting the conceptual knowledge of counting, calculations, and quantity relationships, as well as the structure of word problems within and beyond WNA.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Fig. 1
Fig. 2

Similar content being viewed by others

References

  • Askew, M. (2019). Mediating primary mathematics: Measuring the extent of teaching for connections and generality in the context of whole number arithmetic. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-1010-9/ (this issue).

    Article  Google Scholar 

  • Baroody, A. J., Bajwa, N. P., & Eiland, M. (2009). Why can’t Johnny remember the basic facts? Developmental Disabilities Research Reviews, 15(1), 69–79.

    Article  Google Scholar 

  • Bartolini Bussi, M. G. (2015). The number line: A “western” teaching aid. In X. Sun, B. Kaur, & J. Novotná, (Eds.), Proceedings of the 23rd ICMI Study on ‘Primary mathematics study on whole numbers’. China, Macao: University of Macau, retrieved on February 20, 2016, from http://www.umac.mo/fed/ICMI23/proceedings.html.

  • Bartolini Bussi, M. G., & Sun, X. H. (2018). Building a strong foundation concerning whole number arithmetic in primary grades: Editorial introduction. In M. G. Bartolini, Bussi & X. Sun (Eds.), Building the foundation: Whole numbers in the primary grades (pp. 3–18). Cham: Springer.

    Chapter  Google Scholar 

  • Bartolini Bussi, M. G., Sun, X. H., & Ramploud, A. (2013). A dialogue between cultures about task design for primary school. In C. Margolinas (Ed.), Proceedings of ICMI Study 22 on task design in mathematics education (pp. 409–418). Oxford, United Kingdom. Retrieved February 10, 2019 from https://hal.archives-ouvertes.fr/hal-00834054v3.

  • Beckmann, S., & Izsák, A. (2015). Two perspectives on proportional relationships: Extending complementary origins of multiplication in terms of quantities. Journal for Research in Mathematics Education, 46(1), 17–38.

    Article  Google Scholar 

  • Beckmann, S., Izsák, A., & Ölmez, I. B. (2015). From multiplication to proportional relationships.In X. Sun, B. Kaur, & J. Novotná (Eds.), Proceedings of the 23rd ICMI Study ‘Primary Mathematics Study on Whole Numbers’. China, Macao: University of Macau, retrieved on February 20, 2016, from http://www.umac.mo/fed/ICMI23/proceedings.html.

  • Bednarz, N., & Janvier, B. (1996). Emergence and development of algebra as a problem-solving tool: Continuities and discontinuities with arithmetic. In N. Bednarz, C. Kieran & L. Lee (Eds.), Approaches to algebra (pp. 115–136). Dordrecht/Boston/London: Kluwer Academic Publishers.

    Chapter  Google Scholar 

  • Björklund, C., Kullberg, A., & Runesson, K. U. (2019). Structuring versus counting: critical ways of using fingers in subtraction. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0962-0 (this issue).

    Article  Google Scholar 

  • Blanton, M., Stephens, A., Knuth, E., Gardiner, A. M., Isler, I., & Kim, J. S. (2015). The development of children’s algebraic thinking: The impact of a comprehensive early algebra intervention in third grade. Journal for Research in Mathematics Education, 46(1), 39–87.

    Article  Google Scholar 

  • Blanton, M. L., & Kaput, J. J. (2011). Functional thinking as a route into algebra in the elementary grades. In J. Cai & E. Knuth (Eds.), Early algebraization: A global dialogue from multiple perspective (pp. 5–23). Berlin: Springer.

    Chapter  Google Scholar 

  • Boaler, J. (2015). What’s math got to do with it? How teachers and parents can transform mathematics learning and inspire success. New York: Penguin Books.

    Google Scholar 

  • Bruner, J. S. (1966). Toward a theory of instruction (Vol. 59). Cambridge: Harvard University Press.

    Google Scholar 

  • Čadež, T. H., & Kolar, V. M. (2015). Comparison of types of generalizations and problem-solving schemas used to solve a mathematical problem. Educational Studies in Mathematics, 89(2), 283–306.

    Article  Google Scholar 

  • Carpenter, T. P., Fennema, E., Franke, M., Levi, L., & Empson, S. B. (1999). Children’s mathematics: Cognitively guided instruction. Portsmouth: Heinemann.

    Google Scholar 

  • Carpenter, T. P., Moser, J. M., & Romberg, T. A. (Eds.). (1982). Addition and subtraction: A cognitive perspective. Mahwah: Lawrence Erlbaum Associates.

    Google Scholar 

  • Ching, B. H.-H., & Nunes, T. (2017). The importance of additive reasoning in children’s mathematical achievement: A longitudinal study. Journal of Educational Psychology, 109, 477–508.

    Article  Google Scholar 

  • Clements, D. H., & Sarama, J. (2011). Early childhood mathematics intervention. Science, 333(6045), 968–970.

    Article  Google Scholar 

  • Cooper, J. (2019). Mathematicians and teachers sharing perspectives on teaching whole number arithmetic: Boundary-crossing in professional development. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0995-4 (this issue).

    Article  Google Scholar 

  • Ding, M. (2016). Opportunities to learn: Inverse relations in U.S. and Chinese textbooks. Mathematical Thinking and Learning, 18(1), 45–68.

    Article  Google Scholar 

  • Ding, M., & Auxter, A. E. (2017). Children’s strategies to solving additive inverse problems: a preliminary analysis. Mathematics Education Research Journal, 29(1), 73–92.

    Article  Google Scholar 

  • Elementary Mathematic Department. (2005). Mathematics teacher manual, Grade 1(Vol.1). Beijing: People Education Press.

    Google Scholar 

  • Freiman, V., Polotskaia, E., & Savard, A. (2017). Using a computer-based learning task to promote work on mathematical relationships in the context of word problems in early grades. ZDM Mathematics Education, 49(6), 835–849.

    Article  Google Scholar 

  • Fuson, K., & Li, Y. (2009). Cross-cultural issues in linguistic, visual-quantitative, and written-numeric supports for mathematical thinking. ZDM Mathematics Education, 41, 793–808. https://doi.org/10.1007/s11858-009-0183-7.

    Article  Google Scholar 

  • Gelman, R., & Butterworth, B. (2005). Number and language: How are they related? Trends in Cognitive Sciences, 9(1), 6–10.

    Article  Google Scholar 

  • Gick, M. L., & Holyoak, K. J. (1980). Analogical problem solving. Cognitive Psychology, 12(3), 306–355.

    Article  Google Scholar 

  • Givvin, K. B., Stigler, J. W., & Thompson, B. J. (2011). What community college developmental mathematics students understand about mathematics, Part II: The interviews. The MathAMATYC Educator, 2(3), 4–18.

    Google Scholar 

  • Greer, B. (1992). Multiplication and division as models of situations. In D. A. Grouws (Ed.), Handbook of research on mathematics teaching and learning: A project of the National Council of Teachers of Mathematics (pp. 276–295). New York: Macmillan.

    Google Scholar 

  • Hegarty, M., Mayer, R. E., & Monk, C. A. (1995). Comprehension of arithmetic word problems: A comparison of successful and unsuccessful problem solvers. Journal of Educational Psychology, 87(1), 18.

    Article  Google Scholar 

  • Hino, K., & Kato, H. (2019). Teaching whole-number multiplication to promote children’s proportional reasoning: a practice-based perspective from Japan. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0993-6 (this issue).

    Article  Google Scholar 

  • Hitt, F., Saboya, M., & Zavala, C. C. (2017). Rupture or continuity: The arithmetic-algebraic thinking as an alternative in a modelling process in a paper and pencil and technology environment. Educational Studies in Mathematics, 94(1), 97–116.

    Article  Google Scholar 

  • Horner, R. D., & Baer, D. M. (1978). Multiple-probe technique: A variation of the multiple baseline. Journal of Applied Behavior Analysis, 11, 189–196.

    Article  Google Scholar 

  • Houdement, C., & Tempier, F. (2019). Understanding place value with numeration units. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0985-6 (this issue).

    Article  Google Scholar 

  • Howe, R. (2019). Learning and using our base ten place value number system: theoretical perspectives and twenty-first century uses. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0996-3 (this issue).

    Article  Google Scholar 

  • Huang, R., Zhang, Q., Chang, Y. P., & Kimmins, D. (2019). Developing students’ ability to solve word problems through learning trajectory-based and variation task-informed instruction. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0983-8 (this issue).

    Article  Google Scholar 

  • Kaur, B. (2015). The model method—A tool for representing and visualising relationships. In X. Sun, B. Kaur, & J. Novotná, (Eds.), Proceedings of the 23rd ICMI Study on primary mathematics study on whole numbers. China, Macao: University of Macau, retrieved on February 20, 2016, from http://www.umac.mo/fed/ICMI23/proceedings.html.

  • Kaur, B. (2019). The why, what and how of the ‘Model’ method: A tool for representing and visualising relationships when solving whole number arithmetic word problems. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-1000-y (this issue).

    Article  Google Scholar 

  • Klein, F. (1924). Elementarmathematik vom höheren Standpunkte aus: Arithmetik, algebra, analysis [Elementary mathematics from a higher standpoint: Arithmetic, algebra, analysis] (Vol. 1, 3rd edn.). Berlin: Springer.

    Google Scholar 

  • Li, X., Ding, M., Capraro, M. M., & Capraro, R. M. (2008). Sources of differences in children’s understandings of mathematical equality: Comparative analysis of teacher guides and student texts in China and in the United States. Cognition and Instruction, 26, 195–217.

    Article  Google Scholar 

  • Liu, F., Xu, F., & Geary, D. C. (1993). A comparative study of the cognitive factors affecting Chinese and American children’s numerical skill. Psychological Science, 16, 22–27.

    Google Scholar 

  • Ma, L. (2010). Knowing and teaching elementary mathematics: Teachers’ understanding of fundamental mathematics in China and the United States. New York: Routledge Taylor & Francis Group.

    Google Scholar 

  • Martin, M. O., & Mullis, I. V. (2013). TIMSS and PIRLS 2011: Relationships among reading, mathematics, and science achievement at the fourth grade—Implications for early learning. Chestnut Hill: TIMSS & PIRLS International Study Center, Boston College.

    Google Scholar 

  • Marton, F. (2015). Necessary conditions of learning. New York: Routledge.

    Google Scholar 

  • Mason, J. (1996). Expressing generality and roots of algebra. In N. Bednarz, C. Kieran & L. Lee (Eds.), Approaches to algebra: Perspectives for research and teaching (pp. 65–86). Dordrecht/Boston/London: Kluwer. https://doi.org/10.1007/978-94-009-1732-3_5.

    Chapter  Google Scholar 

  • Matar, M., Sitabkhan, Y., & Brombacher, A. (2013). Early primary mathematics education in Arab countries of the Middle East and North Africa. Bonn: Deutsche Gesellschaft fur Internationale Zusammenarbeit (GIZ) GmbH.

    Google Scholar 

  • Mellone, M., Ramploud, A., Di Paola, B., & Martignone, F. (2019). Cultural transposition: Italian didactic experiences inspired by Chinese and Russian perspectives on whole number arithmetic. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0992-7 (this issue).

    Article  Google Scholar 

  • National Assessment of Educational Progress result, NEAP (2015). Retrieved March 15, 2018, from http://www.nationsreportcard.gov/reading_math_2015/#mathematics/acl?grade=4.

  • National Council of Teachers of Mathematics (NCTM). (2000). Principles and standards for school mathematics. Reston: Author.

    Google Scholar 

  • National Research Council and Mathematics Learning Study Committee. (2001). Adding it up: Helping children learn mathematics. Washington, DC: National Academies Press.

    Google Scholar 

  • Nunes, T., Dorneles, B. V., Lin, P.-J., & Rathgeb-Schnierer, E. (2016). Teaching and learning about whole numbers in primary school. Dordrecht: Springer.

    Book  Google Scholar 

  • Ostad, S. (1998). Developmental differences in solving simple arithmetic word problems and simple number-fact problems: A comparison of mathematically normal and mathematically disabled children. Mathematical Cognition, 4(1), 1–19.

    Article  Google Scholar 

  • Peltenburg, et al. (2012). Special education students’ use of indirect addition in solving subtraction problems up to 100—A proof of the didactical potential of an ignored procedure. Educational Studies in Mathematics, 79(3), 351–369.

    Article  Google Scholar 

  • Post, T., Behr, M., & Lesh, R. (1988). Proportionality and the development of pre-algebra understandings. In A. P. Shulte & A. F. Coxford (Eds.), The ideas of algebra, K-12 (pp. 78–90). National Council of Teachers of Mathematics, 11906 Association Dr., Reston, VA 22091.

  • Richland, L. E., Zur, O., & Holyoak, K. J. (2007). Cognitive supports for analogy in the mathematics classroom. Science, 316, 1128–1129.

    Article  Google Scholar 

  • Savard, A., & Polotskaia, E. (2017). Who’s wrong? Tasks fostering understanding of mathematical relationships in word problems in elementary students. ZDM, 49(6), 823–833.

    Article  Google Scholar 

  • Sun, X. H. (2011). “Variation problems” and their roles in the topic of fraction division in Chinese mathematics textbook examples. Educational Studies in Mathematics, 76(1), 65–85.

    Article  Google Scholar 

  • Sun, X. H. (2013). The structures, goals and pedagogies of “variation problems” in the topic of addition and subtraction of 0–9 in Chinese textbooks and reference books. Paper presented in Eighth Congress of European Research in Mathematics Education (CERME 8), Feb. 6–10, 2013, Antalya, Turkey.

  • Sun, X. H. (2015). Chinese core tradition to whole number arithmetic. In X. Sun,, B. Kaur, & J. Novotná, (Eds.), Proceedings of the 23rd ICMI Study on primary mathematics study on whole numbers’ (pp. 140–148). China, Macao: University of Macau, retrieved on February 20, 2016, from http://www.umac.mo/fed/ICMI23/proceedings.html.

  • Sun, X. H. (2018). Uncovering Chinese pedagogy: Spiral variation—The unspoken principle of algebra thinking used to develop Chinese curriculum and instruction of the “two basics”. In G. Kaiser, H. Forgasz, M. Graven, A. Kuzniak, E. Simmt & B. Xu (Eds.), Invited lectures from the 13th International Congress on Mathematical Education (pp. 651–669). Cham: Springer.

    Chapter  Google Scholar 

  • Sun, X. H. (2019). Bridging whole numbers and fractions: Problem variations in Chinese mathematics textbook examples. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-01013-9 (this issue).

    Article  Google Scholar 

  • Sun, X. H., Chambris, C., Sayers, J., Siu, M. K., Cooper, J., Dorier, J., et al. (2018). What and why of whole number arithmetic: Foundational ideas from history, language, and societal changes. In M. G. Bartolini Bussi & X. H. Sun (Eds.), Building the foundation: Whole numbers in the primary grades (pp. 91–124). New York: Springer.

    Chapter  Google Scholar 

  • Sun, X. H., Kaur, B., & Novotná, J. (Eds.)., (2015). Primary mathematics study on whole numbers: ICMI Study 23 Conference Proceedings, June 3–7, 2015 in Macau, China. University of Macau. Retrieved from http://www.umac.mo/fed/ICMI23/proceedings.html.

  • Sun, X. H., Neto, T., & Ordóñez, L. (2013). Different features of task design associated with goals and pedagogies in Chinese and Portuguese textbooks: The case of addition and subtraction. In C. Margolinas (Ed.), Proceedings of ICMI Study 22 on task design in mathematics education (pp. 409–418). Oxford, United Kingdom. Retrieved February 10 from https://hal.archives-ouvertes.fr/hal-00834054v3.

  • Thanheiser, E., & Melhuish, K. (2019). Leveraging variation of historical number systems to build understanding of the base-ten place-value system. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0984-7 (this issue).

    Article  Google Scholar 

  • Venkat, H., & Mathews, C. (2019). Improving multiplicative reasoning in a context of low performance. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-0969-6 (this issue).

    Article  Google Scholar 

  • Verschaffel, L., Greer, B., Van Doren W., & Mukhopadhyway (Eds.). (2009). Words and worlds: Modelling verbal descriptions of situations (pp. 21–38). Rotterdam: Sense Publishers.

    Google Scholar 

  • Vondrová, N., Novotná, J., J., & Radka Havlíčková, R. (2019). The influence of situational information on pupils’ achievement in additive word problems with several states and transformations. ZDM Mathematics Education. https://doi.org/10.1007/s11858 (this issue).

    Article  Google Scholar 

  • Xie, X., & Carspecken, P. (2008). Philosophy, learning and the mathematics curriculum. Dialectical materialism and pragmatism related to Chinese and U.S. mathematics curriculum. Rotterdam: Sense Publishers.

    Google Scholar 

  • Xin, Y. P. (2012). Conceptual model-based problem solving: Teach students with learning difficulties to solve math problems. Rotterdam: Sense Publishers.

    Book  Google Scholar 

  • Xin, Y. P. (2015). Conceptual model-based problem solving: Emphasizing pre-algebraic conceptualization of mathematical relations. In E. A. Silver & P. A. Kenney (Eds.), More lessons learned from research: Useful and useable research related to core mathematical practices (pp. 235–246). Reston: National Council of Teachers of Mathematics (NCTM).

    Google Scholar 

  • Xin, Y. P. (2019). The effect of a conceptual model-based approach on ‘additive’ word problem solving of elementary students struggling in mathematics. ZDM Mathematics Education. https://doi.org/10.1007/s11858-018-1002-9/ (this issue).

    Article  Google Scholar 

  • Xin, Y. P., Liu, J., & Zheng, X. (2011a). A cross-cultural lesson comparison on teaching the connection between multiplication and division. School Science and Mathematics, 111(7), 354–367.

    Article  Google Scholar 

  • Xin, Y. P., Zhang, D., Park, J. Y., Tom, K., Whipple, A., & Si, L. (2011b). A comparison of two mathematics problem-solving strategies: Facilitate algebra-readiness. The Journal of Educational Research, 104, 381–395.

    Article  Google Scholar 

Download references

Acknowledgements

This study was funded by the research committee of the University of Macau, Macao, China [MYRG2015-00203-FED].

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Xu Hua Sun.

Additional information

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Rights and permissions

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Sun, X.H., Xin, Y.P. & Huang, R. A complementary survey on the current state of teaching and learning of Whole Number Arithmetic and connections to later mathematical content. ZDM Mathematics Education 51, 1–12 (2019). https://doi.org/10.1007/s11858-019-01041-z

Download citation

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s11858-019-01041-z

Navigation