Abstract
In this chapter, the authors note that during the past 30 years there have been significant advances in our understanding of the affective, cognitive, and metacognitive aspects of problem solving in mathematics and there also has been considerable research on teaching mathematical problem solving in classrooms. However, the authors point out that there remain far more questions than answers about this complex form of activity. The chapter is organized around six questions: (1) Should problem solving be taught as a separate topic in the mathematics curriculum or should it be integrated throughout the curriculum? (2) Doesn’t teaching mathematics through problem require more time than more traditional approaches? (3) What kinds of instructional activities should be used in teaching through problems? (4) How can teachers orchestrate pedagogically sound, problem solving in the classroom? (5) How can productive beliefs toward mathematical problem solving be nurtured? (6) Will students sacrifice basic skills if they are taught mathematics through problem solving?
During the preparation of this article, Jinfa Cai was supported by a National Science Foundation grant (DRL-1008536). He is grateful for the support, but any opinions expressed herein are those of the author and do not necessarily represent the views of the NSF.
Access this chapter
Tax calculation will be finalised at checkout
Purchases are for personal use only
Notes
- 1.
We wish to emphasize that due to the complex nature of problem solving, there are no hard and fast rules concerning what students can learn about problem solving or how it should be taught. Indeed, the main theme of this analysis is that the suggestions we provide are meant as guidelines for teachers’ to consider seriously not directives that should be rigidly followed.
- 2.
Hiebert et al. (1997) describe “mathematical tools” as the collection of language, materials, and symbols that students have available when they engage in mathematical activity.
- 3.
LieCal Project (Longitudinal Investigation of the Effect of Curricula on Algebra Learning) was funded by the National Science Foundation. It investigated whether the Connected Mathematics Program (CMP) can effectively enhance student learning of algebra. The LieCal Project investigated not only the ways and circumstances under which the CMP curriculum can or cannot enhance student learning, but it also looked at the characteristics of the curriculum and implementation that lead to student achievement gains.
- 4.
A process-constrained problem requires a student to carry out a procedure or a set of routine procedures to solve the problem. In other words, the problem is set in such a way that it constrains a student’s solution to a rather limited process. Usually, a process-constrained problem can be solved by applying a “standard algorithm.” On the other hand, a task that is process open may not require an execution of a procedure or a set of procedures; instead it requires an exploration of the problem situation and then finding the solution to the problem. Therefore, the task is set in such a way that it allows students to use alternative, acceptable solution strategies. Usually, a process-open task cannot be solved by following a “standard algorithm.” See Cai (2000) for details.
References
Battista, M. T. (1999). The mathematical miseducation of America’s youth. Phi Delta Kappan, 80, 424–433.
Begle, E. G. (1973). Lessons learned from SMSG. Mathematics Teacher, 66, 207–214.
Cai, J. (2000). Mathematical thinking involved in U.S. and Chinese students’ solving process-constrained and process-open problems. Mathematical Thinking and Learning, 2, 309–340.
Cai, J. (2003). What research tells us about teaching mathematics through problem solving. In F. Lester (Ed.), Research and issues in teaching mathematics through problem solving (pp. 241–254). Reston, VA: National Council of Teachers of Mathematics.
Cai, J. (2010). Helping students becoming successful problem solvers. In D. V. Lambdin & F. K. Lester (Eds.), Teaching and learning mathematics: Translating research to the elementary classroom (pp. 9–14). Reston, VA: NCTM.
Cai, J. (2014). Searching for evidence of curricular effect on the teaching and learning of mathematics: Some insights from the LieCal project. Mathematics Education Research Journal, 26, 811–831.
Cai, J., & Hwang, S. (2002). Generalized and generative thinking in U.S. and Chinese students’ mathematical problem solving and problem posing. Journal of Mathematical Behavior, 21, 401–421.
Cai, J., & Merlino, F. J. (2011). Metaphor: A powerful means for assessing students’ mathematical disposition. In D. J. Brahier & W. Speer (Eds.), Motivation and disposition: Pathways to learning mathematics (pp. 147–156). National Council of Teachers of Mathematics 2011 Yearbook. Reston, VA: NCTM.
Cai, J., Moyer, J. C., Wang, N., Hwang, S., Nie, B., & Garber, T. (2013). Mathematical problem posing as a measure of curricular effect on students’ learning. Educational Studies in Mathematics, 83, 57–69.
Cai, J., & Nie, B. (2007). Problem solving in Chinese mathematics education: Research and practice. ZDM: The International Journal on Mathematics Education, 39, 459–473.
Cai, J., Wang, N., Moyer, J. C., Wang, C., & Nie, B. (2011). Longitudinal investigation of the curriculum effect: An analysis of student learning outcomes from the LieCal project. International Journal of Educational Research, 50, 117–136.
Carpenter, T. P., Franke, M. L., Jacobs, V. R., Fennema, E., & Empson, S. B. (1998). A longitudinal study of invention and understanding in children’s multi-digit addition and subtraction. Journal for Research in Mathematics Education, 29, 3–20.
Cazden, C. B. (1986). Classroom discourse. In M. C. Wittrock (Ed.), Handbook of research on teaching (3rd ed., pp. 432–463). New York: Macmillan.
Charles, R., & Silver, E. A. (Eds.) (1988). Research agenda for mathematics education: Teaching and assessing mathematical problem solving. Reston, VA: National Council of Teachers of Mathematics (Co-published with Lawrence Erlbaum, Hillsdale, NJ).
Cobb, P. (1994). Where is the mind? Constructivist and sociocultural perspectives on mathematical development. Educational Researcher, 23, 13–20.
Cobb, P., Wood, T., Yackel, E., Nicholls, J., Wheatley, G., Trigatti, B., et al. (1991). Assessment of a problem-centered second-grade mathematics project. Journal for Research in Mathematics Education, 22, 3–29.
Committee on Prospering in the Global Economy of the 21st Century. (2007). Rising above the gathering storm: Energizing and employing America for a brighter economic future. Washington, DC: National Academies Press.
Cooper, H. (1989a). Homework. White Plains, NY: Longman.
Cooper, H. (1989b). Synthesis of research on homework. Educational Leadership, 47, 85–91.
Doyle, W. (1988). Work in mathematics classes: The context of students’ thinking during instruction. Educational Psychologist, 23, 167–180.
Frensch, P. A., & Funke, J. (1995). Complex problem solving: The European perspective. Mahwah, NJ: Lawrence Erlbaum.
Fuson, K. C., Carroll, W. C., & Drueck, J. V. (2000). Achievement results for second and third graders using the standards-based curriculum everyday mathematics. Journal for Research in Mathematics Education, 31, 277–295.
Goldenberg, E. P., Shteingold, N., & Feurzeig, N. (2003). Mathematical habits of mind for young children. In F. K. Lester & R. I. Charles (Eds.), Teaching mathematical problem solving: Prekindergarten—grade 6 (pp. 15–29). Reston, VA: National Council of Teachers of Mathematics.
Gu, L., Huang, R., & Marton, F. (2004). Teaching with variation: A Chinese way of promoting effective mathematics learning. In L. Fan, N.-Y. Wong, J. Cai, & S. Li (Eds.), How Chinese learn mathematics: Perspectives from insiders. Singapore, Singapore: World Scientific.
Hatano, G. (1988). Social and motivational bases for mathematical understanding. In G. B. Saxe & M. Gearhart (Eds.), Children’s mathematics (pp. 55–70). San Francisco, CA: Jossey Bass.
Hatano, G. (1993). Time to merge Vygotskian and constructivist conceptions of knowledge acquisition. In E. A. Forman, N. Minick, & C. A. Stone (Eds.), Contexts for learning: Sociocultural dynamics in children’s development (pp. 153–166). New York: Oxford University Press.
Henningsen, M. A., & Stein, M. K. (1997). Mathematical tasks and students’ cognition: Classroom-based factors that support and inhibit high-level mathematical thinking and reasoning. Journal for Research in Mathematics Education, 28, 524–549.
Hiebert, J. (2003). Signposts for teaching mathematics through problem solving. In F. K. Lester & R. I. Charles (Eds.), Teaching mathematics through problem solving: Prekindergarten—grade 6 (pp. 53–61). Reston, VA: National Council of Teachers of Mathematics.
Hiebert, J. (2003). What research says about the NCTM Standards. In J. Kilpatrick, W. G. Martin, & D. Schifter (Eds.), A research companion to Principles and Standards for School Mathematics (pp. 5–23). Reston, VA: National Council of Teachers of Mathematics.
Hiebert, J., Carpenter, T. P., Fennema, E., Fuson, K., Human, P., Murray, H., et al. (1996). Problem solving as a basis for reform in curriculum and instruction: The case of mathematics. Educational Researcher, 25, 12–21.
Hiebert, J., Carpenter, T. P., Fennema, E., Fuson, K. C., Wearne, D., Murray, H., et al. (1997). Making sense: Teaching and learning mathematics with understanding. Portsmouth, NH: Heimann.
Hiebert, J., Stigler, J., Jacobs, J. K., Givvin, K. B., Garnier, H., Smith, M., et al. (2005). Mathematics teaching in the United States today (and tomorrow): Results from the TIMSS 1999 video study. Educational Evaluation and Policy Analysis, 27(2), 111–132.
Hiebert, J., & Wearne, D. (1993). Instructional tasks, classroom discourse, and students’ learning in second-grade arithmetic. American Educational Research Journal, 30(2), 393–425.
Kamii, C. K. (with Housman, L. B.). (1989). Young children reinvent arithmetic: Implications of Piaget’s theory. New York: Teachers College Press.
Kloosterman, P., & Lester, F. K. (Eds.). (2004). Results and interpretations of the 1990–2000 mathematics assessments of the National Assessment of Educational Progress. Reston, VA: National Council of Teachers of Mathematics.
Kroll, D. L., & Miller, T. (1993). Insights from research on mathematical problem solving in the middle grades. In D. T. Owens (Ed.), Research ideas for the classroom: Middle grades mathematics (pp. 58–77). Reston, VA: National Council of Teachers of Mathematics.
Lambdin, D. V. (2003). Benefits of teaching through problem solving. In F. K. Lester & R. I. Charles (Eds.), Teaching mathematics through problem solving: Prekindergarten—grade 6 (pp. 3–13). Reston, VA: National Council of Teachers of Mathematics.
Lampert, M. (1990). When the problem is not the question and the solution is not the answer: Mathematical knowing and teaching. American Educational Research Journal, 27, 29–63.
Lapointe, A. E., Mead, N. A., & Askew, J. M. (1992). Learning mathematics. Princeton, NJ: Educational Testing Service.
Lappan, G., & Phillips, E. (1998). Teaching and learning in the connected mathematics project. In L. Leutzinger (Ed.), Mathematics in the middle (pp. 83–92). Reston, VA: National Council of Teachers of Mathematics.
Lee, B., Zhang, D., & Zheng, Z. (1997). Examination culture and mathematics education. EduMath, 4, 96–103.
Lesh, R., & Zawojewski, J. S. (2007). Problem solving and modeling. In F. Lester (Ed.), Second handbook of research on mathematics teaching and learning (pp. 763–804). Charlotte, NC: Information Age.
Lester, F. K. (1994). Musings about mathematical problem solving research: 1970–1994. Journal for Research in Mathematics Education (25th anniversary special issue), 25, 660–675.
Lester, F. K. (2013). Thoughts about research on mathematical problem-solving instruction. The Mathematics Enthusiast, 10(1 & 2), 245–278.
Lester, F. K., & Charles, R. (Eds.). (2003). Teaching mathematics through problem solving: Pre-K—grade 6. Reston, VA: National Council of Teachers of Mathematics.
Lester, F. K., Garofalo, J., & Kroll, D. L. (1989). Self-confidence, interest, beliefs and metacognition: Key influences on problem-solving behavior. In D. B. McLeod & M. Adams (Eds.), Affect and mathematical problem solving: A new perspective (pp. 75–88). New York: Springer.
Lester, F. K., & Kehle, P. E. (2003). From problem solving to modeling: The evolution of thinking about research on complex mathematical activity. In R. A. Lesh & H. M. Doerr (Eds.), Beyond constructivism: Models and modeling perspectives on mathematics problem solving, learning, and teaching (pp. 501–517). Mahwah, NJ: Lawrence Erlbaum.
Levasseur, K., & Cuoco, A. (2003). Mathematical habits of mind. In H. L. Schoen & R. I. Charles (Eds.), Teaching mathematics through problem solving: Grades 6–12 (pp. 27–37). Reston, VA: National Council of Teachers of Mathematics.
Lindquist, M. M. (1989). Results from the fourth mathematics assessment of the National Assessment of Educational Progress. Reston, VA: National Council of Teachers of Mathematics.
Lubienski, S. T., McGraw, R., & Struchens, M. E. (2004). NAEP findings regarding gender: Mathematics achievement, student affect, and learning practices. In P. Kloosterman & F. K. Lester (Eds.), Results and interpretations of the 1990–2000 mathematics assessments of the National Assessment of Educational Progress (pp. 305–336). Reston, VA: National Council of Teachers of Mathematics.
Ma, X. (2006). Cognitive and affective changes as determinants for taking advanced mathematics courses in high school. American Journal of Education, 113, 123–149.
Maher, C. A., & Martino, A. M. (1996). The development of the idea of mathematical proof: A five-year case study. Journal for Research in Mathematics Education, 27, 194–214.
Marcus, R., & Fey, J. T. (2003). Selecting quality tasks for problem-based teaching. In H. L. Schoen & R. I. Charles (Eds.), Teaching mathematics through problem solving: Grades 6–12 (pp. 55–67). Reston, VA: National Council of Teachers of Mathematics.
Marzano, R. J., Pickering, D. J., & Pollock, J. E. (2001). Classroom instruction that works: Research-based strategies for increasing student achievement. Alexandria, VA: Association of Supervision and Curriculum Development.
McGraw, R., & Lubienski, S. T. (2007). NAEP findings related to gender: Achievement, student affect, and learning experiences. In P. Kloosterman & F. K. Lester (Eds.), Results and interpretations of the 2003 mathematics assessment of the National Assessment of Educational Progress (pp. 261–287). Reston, VA: National Council of Teachers of Mathematics.
McLeod, D. B., & Adams, M. (Eds.). (1989). Affect and mathematical problem solving: A new perspective. New York: Springer.
National Council of Teachers of Mathematics; (1989). Curriculum and evaluation standards for school mathematics. Reston, VA: Author.
National Council of Teachers of Mathematics; (1991). Professional standards for teaching mathematics. Reston, VA: Author.
National Council of Teachers of Mathematics; (2000). Principles and standards for school mathematics. Reston, VA: Author.
National Research Council. (2004). On evaluating curricular effectiveness: Judging the quality of K-12 mathematics evaluation. Washington, DC: National Academies Press.
Ni, Y., Li, Q., Cai, J., & Hau, K.-T. (2015). Has curriculum reform made a difference in the classroom? An evaluation of the new mathematics curriculum in Mainland China. In B. Sriraman, J. Cai, K.-H. Lee, F. Fan, Y. Shimuzu, C. S. Lim, & K. Subramanium (Eds.), The first sourcebook on Asian research in mathematics education: China, Korea, Singapore, Japan, Malaysia and India. Charlotte, NC: Information Age.
Philipp, R. A. (2007). Teachers’ beliefs and affect. In F. K. Lester (Ed.), Second handbook of research on mathematics teaching and learning (pp. 257–315). Charlotte, NC: Information Age.
Rasmussen, C., Yackel, E., & King, K. (2003). Social and sociomathematical norms in the mathematics classroom. In H. Schoen & R. Charles (Eds.), Teaching mathematics through problem solving: Grades 6–12 (pp. 143–154). Reston, VA: National Council of Teachers of Mathematics.
Redfield, D. L., & Rousseau, E. W. (1981). A meta-analysis of experimental research on teacher questioning behavior. Review of Educational Research, 51, 237–245.
Resnick, L. B. (1989). Developing mathematical knowledge. American Psychologist, 44, 162–169.
Reys, R., Reys, B., Lapan, R., Holliday, G., & Wasman, D. (2003). Assessing the impact of standards-based middle grades mathematics curriculum materials on student achievement. Journal for Research in Mathematics Education, 34, 74–95.
Riordan, J., & Noyce, P. (2001). The impact of two standards-based mathematics curriculum in student achievement in Massachusetts. Journal for Research in Mathematics Education, 32, 368–398.
Rosenshine, B., Meister, C., & Chapman, S. (1996). Teaching students to generate questions: A review of the intervention studies. Review of Educational Research, 66, 181–221.
Rowe, M. B. (1974). What time and rewards as instructional variables, their influence on language, logic, and fate control. Journal of Research in Science Teaching, 11, 81–94.
Schoen, H., & Charles, R. (Eds.). (2003). Teaching mathematics through problem solving: Grades 6–12. Reston, VA: National Council of Teachers of Mathematics.
Schoenfeld, A. H. (1979). Explicit heuristic training as a variable in problem-solving performance. Journal for Research in Mathematics Education, 10(3), 173–187.
Schoenfeld, A. H. (1985). Mathematical problem solving. Orlando, FL: Academic.
Schoenfeld, A. H. (1992). Learning to think mathematically: Problem solving, metacognition, and sense making in mathematics. In D. A. Grouws (Ed.), Handbook of research on mathematics teaching and learning (pp. 334–370). New York: Macmillan.
Schoenfeld, A. H. (2002). Making mathematics work for all children: Issues of standards, testing, and equity. Educational Researcher, 31, 13–25.
Schoenfeld, A. H. (2013). Reflections on problem solving theory and practice. The Mathematics Enthusiast, 10(1 & 2), 9–34.
Senk, S. L., & Thompson, D. R. (Eds.). (2003). Standards-based school mathematics curricula: What are they? What do students learn? Mahwah, N.J.: Lawrence Erlbaum.
Silver, E. A. (1985). Teaching and learning mathematical problem solving: Multiple research perspectives. Mahwah, NJ: Erlbaum.
Silver, E. A., & Cai, J. (1996). An analysis of arithmetic problem posing by middle school students. Journal for Research in Mathematics Education, 27(5), 521–539.
Silver, E. A., & Kenney, P. A. (Eds.). (2000). Results from the seventh mathematics assessment of the National Assessment of Educational Progress. Reston, VA: National Council of Teachers of Mathematics.
Silver, E. A., Leung, S. S., & Cai, J. (1995). Generating multiple solutions for a problem: A comparison of the responses of U.S. and Japanese students. Educational Studies in Mathematics, 28(1), 35–54.
Steen, L. A. (1999). Twenty questions about mathematical reasoning. In L. V. Stiff & F. R. Curcio (Eds.), Developing mathematical reasoning in grades K-12 (pp. 270–285). Reston, VA: National Council of Teachers of Mathematics.
Stein, M. K., Boaler, J., & Silver, E. A. (2003). Teaching mathematics through problem solving: Research perspectives. In H. Schoen (Ed.), Teaching mathematics through problem solving: Grades 6–12 (pp. 245–256). Reston, VA: National Council of Teachers of Mathematics.
Stein, M. K., Grover, B. W., & Henningsen, M. (1996). Building student capacity for mathematical thinking and reasoning: An analysis of mathematical tasks used in reform classrooms. American Educational Research Journal, 33(2), 455–488.
Stein, M. K., & Lane, S. (1996). Instructional tasks and the development of student capacity to think and reason: An analysis of the relationship between teaching and learning in a reform mathematics project. Educational Research and Evaluation, 2(1), 50–80.
Stein, M. K., Remillard, J. T., & Smith, M. S. (2007). How curriculum influences student learning. In F. K. Lester (Ed.), Second handbook of research on mathematics teaching and learning (pp. 319–369). Greenwich, CT: Information Age.
Stephan, M., & Whitenack, J. (2003). Establishing classroom social and sociomathematical norms for problem solving. In F. K. Lester & R. I. Charles (Eds.), Teaching mathematics through problem solving: Prekindergarten—grade 6 (pp. 149–162). Reston, VA: National Council of Teachers of Mathematics.
Sternberg, R. J. (1999). The nature of mathematical reasoning. In L. V. Stiff & F. R. Curcio (Eds.), Developing mathematical reasoning in grades K-12 (pp. 37–44). Reston, VA: National Council of Teachers of Mathematics.
Stevenson, H. W., & Lee, S. (1990). Contexts of achievement: A study of American, Chinese, and Japanese children. Chicago: University of Chicago Press.
Tarr, J. E., Reys, R. E., Reys, B. J., Chávez, O., Shih, J., & Osterlind, S. J. (2008). The impact of middle-grades mathematics curricula and the classroom learning environment on student achievement. Journal for Research in Mathematics Education, 39, 247–280.
Thompson, A. G. (1992). Teachers’ beliefs and conceptions: A synthesis of the research. In D. A. Grouws (Ed.), Handbook of research on mathematics teaching and learning (pp. 127–146). New York: Macmillan.
Thompson, A. G., Philipp, R. A., Thompson, P. W., & Boyd, B. A. (1994). Calculational and conceptual orientation in teaching mathematics. In D. B. Aichele & A. F. Coxford (Eds.), Professional development for teachers of mathematics (pp. 79–92). Reston, VA: National Council of Teachers of Mathematics.
Van de Walle, J. A. (2003). Designing and selecting problem-based tasks. In F. K. Lester & R. I. Charles (Eds.), Teaching mathematics through problem solving: Prekindergarten—grade 6 (pp. 67–80). Reston, VA: National Council of Teachers of Mathematics.
Verschaffel, L., & De Corte, E. (1997). Teaching realistic mathematical modeling in the elementary school: A teaching experiments with fifth graders. Journal for Research in Mathematics Education, 28, 577–601.
Wilson, J. W., Fernandez, M. L., & Hadaway, N. (1993). Mathematical problem solving. In P. S. Wilson (Ed.), Survey of research in mathematics education: Secondary school (pp. 57–78). Reston, VA: NCTM.
Wood, T., & Sellers, P. (1997). Deepening the analysis: Longitudinal assessment of a problem-centered mathematics program. Journal for Research in Mathematics Education, 28, 163–186.
Author information
Authors and Affiliations
Corresponding author
Editor information
Editors and Affiliations
Rights and permissions
Copyright information
© 2016 Springer International Publishing Switzerland
About this chapter
Cite this chapter
Lester, F.K., Cai, J. (2016). Can Mathematical Problem Solving Be Taught? Preliminary Answers from 30 Years of Research. In: Felmer, P., Pehkonen, E., Kilpatrick, J. (eds) Posing and Solving Mathematical Problems. Research in Mathematics Education. Springer, Cham. https://doi.org/10.1007/978-3-319-28023-3_8
Download citation
DOI: https://doi.org/10.1007/978-3-319-28023-3_8
Published:
Publisher Name: Springer, Cham
Print ISBN: 978-3-319-28021-9
Online ISBN: 978-3-319-28023-3
eBook Packages: EducationEducation (R0)