discuss the problem solving method of teaching

Problem-Solving Method in Teaching

The problem-solving method is a highly effective teaching strategy that is designed to help students develop critical thinking skills and problem-solving abilities . It involves providing students with real-world problems and challenges that require them to apply their knowledge, skills, and creativity to find solutions. This method encourages active learning, promotes collaboration, and allows students to take ownership of their learning.

Table of Contents

Definition of problem-solving method.

Problem-solving is a process of identifying, analyzing, and resolving problems. The problem-solving method in teaching involves providing students with real-world problems that they must solve through collaboration and critical thinking. This method encourages students to apply their knowledge and creativity to develop solutions that are effective and practical.

Meaning of Problem-Solving Method

The meaning and Definition of problem-solving are given by different Scholars. These are-

Woodworth and Marquis(1948) : Problem-solving behavior occurs in novel or difficult situations in which a solution is not obtainable by the habitual methods of applying concepts and principles derived from past experience in very similar situations.

Skinner (1968): Problem-solving is a process of overcoming difficulties that appear to interfere with the attainment of a goal. It is the procedure of making adjustments in spite of interference

Benefits of Problem-Solving Method

The problem-solving method has several benefits for both students and teachers. These benefits include:

• Encourages active learning: The problem-solving method encourages students to actively participate in their own learning by engaging them in real-world problems that require critical thinking and collaboration
• Promotes collaboration: Problem-solving requires students to work together to find solutions. This promotes teamwork, communication, and cooperation.
• Builds critical thinking skills: The problem-solving method helps students develop critical thinking skills by providing them with opportunities to analyze and evaluate problems
• Increases motivation: When students are engaged in solving real-world problems, they are more motivated to learn and apply their knowledge.
• Enhances creativity: The problem-solving method encourages students to be creative in finding solutions to problems.

Steps in Problem-Solving Method

The problem-solving method involves several steps that teachers can use to guide their students. These steps include

• Identifying the problem: The first step in problem-solving is identifying the problem that needs to be solved. Teachers can present students with a real-world problem or challenge that requires critical thinking and collaboration.
• Analyzing the problem: Once the problem is identified, students should analyze it to determine its scope and underlying causes.
• Generating solutions: After analyzing the problem, students should generate possible solutions. This step requires creativity and critical thinking.
• Evaluating solutions: The next step is to evaluate each solution based on its effectiveness and practicality
• Selecting the best solution: The final step is to select the best solution and implement it.

Verification of the concluded solution or Hypothesis

The solution arrived at or the conclusion drawn must be further verified by utilizing it in solving various other likewise problems. In case, the derived solution helps in solving these problems, then and only then if one is free to agree with his finding regarding the solution. The verified solution may then become a useful product of his problem-solving behavior that can be utilized in solving further problems. The above steps can be utilized in solving various problems thereby fostering creative thinking ability in an individual.

The problem-solving method is an effective teaching strategy that promotes critical thinking, creativity, and collaboration. It provides students with real-world problems that require them to apply their knowledge and skills to find solutions. By using the problem-solving method, teachers can help their students develop the skills they need to succeed in school and in life.

• Jonassen, D. (2011). Learning to solve problems: A handbook for designing problem-solving learning environments. Routledge.
• Hmelo-Silver, C. E. (2004). Problem-based learning: What and how do students learn? Educational Psychology Review, 16(3), 235-266.
• Mergendoller, J. R., Maxwell, N. L., & Bellisimo, Y. (2006). The effectiveness of problem-based instruction: A comparative study of instructional methods and student characteristics. Interdisciplinary Journal of Problem-based Learning, 1(2), 49-69.
• Richey, R. C., Klein, J. D., & Tracey, M. W. (2011). The instructional design knowledge base: Theory, research, and practice. Routledge.
• Savery, J. R., & Duffy, T. M. (2001). Problem-based learning: An instructional model and its constructivist framework. CRLT Technical Report No. 16-01, University of Michigan. Wojcikowski, J. (2013). Solving real-world problems through problem-based learning. College Teaching, 61(4), 153-156

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Teaching problem solving.

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Tips and Techniques

Expert vs. novice problem solvers, communicate.

• Have students  identify specific problems, difficulties, or confusions . Don’t waste time working through problems that students already understand.
• If students are unable to articulate their concerns, determine where they are having trouble by  asking them to identify the specific concepts or principles associated with the problem.
• In a one-on-one tutoring session, ask the student to  work his/her problem out loud . This slows down the thinking process, making it more accurate and allowing you to access understanding.
• When working with larger groups you can ask students to provide a written “two-column solution.” Have students write up their solution to a problem by putting all their calculations in one column and all of their reasoning (in complete sentences) in the other column. This helps them to think critically about their own problem solving and helps you to more easily identify where they may be having problems. Two-Column Solution (Math) Two-Column Solution (Physics)

Encourage Independence

• Model the problem solving process rather than just giving students the answer. As you work through the problem, consider how a novice might struggle with the concepts and make your thinking clear
• Have students work through problems on their own. Ask directing questions or give helpful suggestions, but  provide only minimal assistance and only when needed to overcome obstacles.
• Don’t fear  group work ! Students can frequently help each other, and talking about a problem helps them think more critically about the steps needed to solve the problem. Additionally, group work helps students realize that problems often have multiple solution strategies, some that might be more effective than others

Be sensitive

• Frequently, when working problems, students are unsure of themselves. This lack of confidence may hamper their learning. It is important to recognize this when students come to us for help, and to give each student some feeling of mastery. Do this by providing  positive reinforcement to let students know when they have mastered a new concept or skill.

Encourage Thoroughness and Patience

• Try to communicate that  the process is more important than the answer so that the student learns that it is OK to not have an instant solution. This is learned through your acceptance of his/her pace of doing things, through your refusal to let anxiety pressure you into giving the right answer, and through your example of problem solving through a step-by step process.

Experts (teachers) in a particular field are often so fluent in solving problems from that field that they can find it difficult to articulate the problem solving principles and strategies they use to novices (students) in their field because these principles and strategies are second nature to the expert. To teach students problem solving skills,  a teacher should be aware of principles and strategies of good problem solving in his or her discipline .

The mathematician George Polya captured the problem solving principles and strategies he used in his discipline in the book  How to Solve It: A New Aspect of Mathematical Method (Princeton University Press, 1957). The book includes  a summary of Polya’s problem solving heuristic as well as advice on the teaching of problem solving.

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• Establishing Community Agreements and Classroom Norms
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Problem-Based Learning

Problem-based learning  (PBL) is a student-centered approach in which students learn about a subject by working in groups to solve an open-ended problem. This problem is what drives the motivation and the learning. 

Why Use Problem-Based Learning?

Nilson (2010) lists the following learning outcomes that are associated with PBL. A well-designed PBL project provides students with the opportunity to develop skills related to:

• Working in teams.
• Managing projects and holding leadership roles.
• Oral and written communication.
• Self-awareness and evaluation of group processes.
• Working independently.
• Critical thinking and analysis.
• Explaining concepts.
• Self-directed learning.
• Applying course content to real-world examples.
• Researching and information literacy.
• Problem solving across disciplines.

Considerations for Using Problem-Based Learning

Rather than teaching relevant material and subsequently having students apply the knowledge to solve problems, the problem is presented first. PBL assignments can be short, or they can be more involved and take a whole semester. PBL is often group-oriented, so it is beneficial to set aside classroom time to prepare students to   work in groups  and to allow them to engage in their PBL project.

Students generally must:

• Examine and define the problem.
• Explore what they already know about underlying issues related to it.
• Determine what they need to learn and where they can acquire the information and tools necessary to solve the problem.
• Evaluate possible ways to solve the problem.
• Solve the problem.
• Report on their findings.

Getting Started with Problem-Based Learning

• Articulate the learning outcomes of the project. What do you want students to know or be able to do as a result of participating in the assignment?
• Create the problem. Ideally, this will be a real-world situation that resembles something students may encounter in their future careers or lives. Cases are often the basis of PBL activities. Previously developed PBL activities can be found online through the University of Delaware’s PBL Clearinghouse of Activities .
• Establish ground rules at the beginning to prepare students to work effectively in groups.
• Introduce students to group processes and do some warm up exercises to allow them to practice assessing both their own work and that of their peers.
• Consider having students take on different roles or divide up the work up amongst themselves. Alternatively, the project might require students to assume various perspectives, such as those of government officials, local business owners, etc.
• Establish how you will evaluate and assess the assignment. Consider making the self and peer assessments a part of the assignment grade.

Nilson, L. B. (2010).  Teaching at its best: A research-based resource for college instructors  (2nd ed.).  San Francisco, CA: Jossey-Bass. 

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Problem-Based Learning (PBL) is a teaching method in which complex real-world problems are used as the vehicle to promote student learning of concepts and principles as opposed to direct presentation of facts and concepts. In addition to course content, PBL can promote the development of critical thinking skills, problem-solving abilities, and communication skills. It can also provide opportunities for working in groups, finding and evaluating research materials, and life-long learning (Duch et al, 2001).

PBL can be incorporated into any learning situation. In the strictest definition of PBL, the approach is used over the entire semester as the primary method of teaching. However, broader definitions and uses range from including PBL in lab and design classes, to using it simply to start a single discussion. PBL can also be used to create assessment items. The main thread connecting these various uses is the real-world problem.

Any subject area can be adapted to PBL with a little creativity. While the core problems will vary among disciplines, there are some characteristics of good PBL problems that transcend fields (Duch, Groh, and Allen, 2001):

• The problem must motivate students to seek out a deeper understanding of concepts.
• The problem should require students to make reasoned decisions and to defend them.
• The problem should incorporate the content objectives in such a way as to connect it to previous courses/knowledge.
• If used for a group project, the problem needs a level of complexity to ensure that the students must work together to solve it.
• If used for a multistage project, the initial steps of the problem should be open-ended and engaging to draw students into the problem.

The problems can come from a variety of sources: newspapers, magazines, journals, books, textbooks, and television/ movies. Some are in such form that they can be used with little editing; however, others need to be rewritten to be of use. The following guidelines from The Power of Problem-Based Learning (Duch et al, 2001) are written for creating PBL problems for a class centered around the method; however, the general ideas can be applied in simpler uses of PBL:

• Choose a central idea, concept, or principle that is always taught in a given course, and then think of a typical end-of-chapter problem, assignment, or homework that is usually assigned to students to help them learn that concept. List the learning objectives that students should meet when they work through the problem.
• Think of a real-world context for the concept under consideration. Develop a storytelling aspect to an end-of-chapter problem, or research an actual case that can be adapted, adding some motivation for students to solve the problem. More complex problems will challenge students to go beyond simple plug-and-chug to solve it. Look at magazines, newspapers, and articles for ideas on the story line. Some PBL practitioners talk to professionals in the field, searching for ideas of realistic applications of the concept being taught.
• What will the first page (or stage) look like? What open-ended questions can be asked? What learning issues will be identified?
• How will the problem be structured?
• How long will the problem be? How many class periods will it take to complete?
• Will students be given information in subsequent pages (or stages) as they work through the problem?
• What resources will the students need?
• What end product will the students produce at the completion of the problem?
• Write a teacher's guide detailing the instructional plans on using the problem in the course. If the course is a medium- to large-size class, a combination of mini-lectures, whole-class discussions, and small group work with regular reporting may be necessary. The teacher's guide can indicate plans or options for cycling through the pages of the problem interspersing the various modes of learning.
• The final step is to identify key resources for students. Students need to learn to identify and utilize learning resources on their own, but it can be helpful if the instructor indicates a few good sources to get them started. Many students will want to limit their research to the Internet, so it will be important to guide them toward the library as well.

The method for distributing a PBL problem falls under three closely related teaching techniques: case studies, role-plays, and simulations. Case studies are presented to students in written form. Role-plays have students improvise scenes based on character descriptions given. Today, simulations often involve computer-based programs. Regardless of which technique is used, the heart of the method remains the same: the real-world problem.

Where can I learn more?

• PBL through the Institute for Transforming Undergraduate Education at the University of Delaware
• Duch, B. J., Groh, S. E, & Allen, D. E. (Eds.). (2001). The power of problem-based learning . Sterling, VA: Stylus.
• Grasha, A. F. (1996). Teaching with style: A practical guide to enhancing learning by understanding teaching and learning styles. Pittsburgh: Alliance Publishers.

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Problem-Based Learning (PBL)

What is Problem-Based Learning (PBL)? PBL is a student-centered approach to learning that involves groups of students working to solve a real-world problem, quite different from the direct teaching method of a teacher presenting facts and concepts about a specific subject to a classroom of students. Through PBL, students not only strengthen their teamwork, communication, and research skills, but they also sharpen their critical thinking and problem-solving abilities essential for life-long learning.

See also: Just-in-Time Teaching

In implementing PBL, the teaching role shifts from that of the more traditional model that follows a linear, sequential pattern where the teacher presents relevant material, informs the class what needs to be done, and provides details and information for students to apply their knowledge to a given problem. With PBL, the teacher acts as a facilitator; the learning is student-driven with the aim of solving the given problem (note: the problem is established at the onset of learning opposed to being presented last in the traditional model). Also, the assignments vary in length from relatively short to an entire semester with daily instructional time structured for group work.

By working with PBL, students will:

• Become engaged with open-ended situations that assimilate the world of work
• Participate in groups to pinpoint what is known/ not known and the methods of finding information to help solve the given problem.
• Investigate a problem; through critical thinking and problem solving, brainstorm a list of unique solutions.
• Analyze the situation to see if the real problem is framed or if there are other problems that need to be solved.

How to Begin PBL

• Establish the learning outcomes (i.e., what is it that you want your students to really learn and to be able to do after completing the learning project).
• Find a real-world problem that is relevant to the students; often the problems are ones that students may encounter in their own life or future career.
• Discuss pertinent rules for working in groups to maximize learning success.
• Practice group processes: listening, involving others, assessing their work/peers.
• Explore different roles for students to accomplish the work that needs to be done and/or to see the problem from various perspectives depending on the problem (e.g., for a problem about pollution, different roles may be a mayor, business owner, parent, child, neighboring city government officials, etc.).
• Determine how the project will be evaluated and assessed. Most likely, both self-assessment and peer-assessment will factor into the assignment grade.

Designing Classroom Instruction

See also: Inclusive Teaching Strategies

• Take the curriculum and divide it into various units. Decide on the types of problems that your students will solve. These will be your objectives.
• Determine the specific problems that most likely have several answers; consider student interest.
• Arrange appropriate resources available to students; utilize other teaching personnel to support students where needed (e.g., media specialists to orientate students to electronic references).
• Decide on presentation formats to communicate learning (e.g., individual paper, group PowerPoint, an online blog, etc.) and appropriate grading mechanisms (e.g., rubric).
• Decide how to incorporate group participation (e.g., what percent, possible peer evaluation, etc.).

How to Orchestrate a PBL Activity

• Explain Problem-Based Learning to students: its rationale, daily instruction, class expectations, grading.
• Serve as a model and resource to the PBL process; work in-tandem through the first problem
• Help students secure various resources when needed.
• Supply ample class time for collaborative group work.
• Give feedback to each group after they share via the established format; critique the solution in quality and thoroughness. Reinforce to the students that the prior thinking and reasoning process in addition to the solution are important as well.

Teacher’s Role in PBL

See also: Flipped teaching

As previously mentioned, the teacher determines a problem that is interesting, relevant, and novel for the students. It also must be multi-faceted enough to engage students in doing research and finding several solutions. The problems stem from the unit curriculum and reflect possible use in future work situations.

• Determine a problem aligned with the course and your students. The problem needs to be demanding enough that the students most likely cannot solve it on their own. It also needs to teach them new skills. When sharing the problem with students, state it in a narrative complete with pertinent background information without excessive information. Allow the students to find out more details as they work on the problem.
• Place students in groups, well-mixed in diversity and skill levels, to strengthen the groups. Help students work successfully. One way is to have the students take on various roles in the group process after they self-assess their strengths and weaknesses.
• Support the students with understanding the content on a deeper level and in ways to best orchestrate the various stages of the problem-solving process.

The Role of the Students

See also: ADDIE model

The students work collaboratively on all facets of the problem to determine the best possible solution.

• Analyze the problem and the issues it presents. Break the problem down into various parts. Continue to read, discuss, and think about the problem.
• Construct a list of what is known about the problem. What do your fellow students know about the problem? Do they have any experiences related to the problem? Discuss the contributions expected from the team members. What are their strengths and weaknesses? Follow the rules of brainstorming (i.e., accept all answers without passing judgment) to generate possible solutions for the problem.
• Get agreement from the team members regarding the problem statement.
• Put the problem statement in written form.
• Solicit feedback from the teacher.
• Be open to changing the written statement based on any new learning that is found or feedback provided.
• Generate a list of possible solutions. Include relevant thoughts, ideas, and educated guesses as well as causes and possible ways to solve it. Then rank the solutions and select the solution that your group is most likely to perceive as the best in terms of meeting success.
• Include what needs to be known and done to solve the identified problems.
• Prioritize the various action steps.
• Consider how the steps impact the possible solutions.
• See if the group is in agreement with the timeline; if not, decide how to reach agreement.
• What resources are available to help (e.g., textbooks, primary/secondary sources, Internet).
• Determine research assignments per team members.
• Establish due dates.
• Determine how your group will present the problem solution and also identify the audience. Usually, in PBL, each group presents their solutions via a team presentation either to the class of other students or to those who are related to the problem.
• Both the process and the results of the learning activity need to be covered. Include the following: problem statement, questions, data gathered, data analysis, reasons for the solution(s) and/or any recommendations reflective of the data analysis.
• A well-stated problem and conclusion.
• The process undertaken by the group in solving the problem, the various options discussed, and the resources used.
• Your solution’s supporting documents, guests, interviews and their purpose to be convincing to your audience.
• In addition, be prepared for any audience comments and questions. Determine who will respond and if your team doesn’t know the answer, admit this and be open to looking into the question at a later date.
• Reflective thinking and transfer of knowledge are important components of PBL. This helps the students be more cognizant of their own learning and teaches them how to ask appropriate questions to address problems that need to be solved. It is important to look at both the individual student and the group effort/delivery throughout the entire process. From here, you can better determine what was learned and how to improve. The students should be asked how they can apply what was learned to a different situation, to their own lives, and to other course projects.

See also: Kirkpatrick Model: Four Levels of Learning Evaluation

I am a professor of Educational Technology. I have worked at several elite universities. I hold a PhD degree from the University of Illinois and a master's degree from Purdue University.

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Teaching problem solving

Strategies for teaching problem solving apply across disciplines and instructional contexts. First, introduce the problem and explain how people in your discipline generally make sense of the given information. Then, explain how to apply these approaches to solve the problem.

Introducing the problem

Explaining how people in your discipline understand and interpret these types of problems can help students develop the skills they need to understand the problem (and find a solution). After introducing how you would go about solving a problem, you could then ask students to:

• frame the problem in their own words
• define key terms and concepts
• determine statements that accurately represent the givens of a problem
• identify analogous problems
• determine what information is needed to solve the problem

Working on solutions

In the solution phase, one develops and then implements a coherent plan for solving the problem. As you help students with this phase, you might ask them to:

• identify the general model or procedure they have in mind for solving the problem
• set sub-goals for solving the problem
• identify necessary operations and steps
• draw conclusions
• carry out necessary operations

You can help students tackle a problem effectively by asking them to:

• systematically explain each step and its rationale
• explain how they would approach solving the problem
• help you solve the problem by posing questions at key points in the process
• work together in small groups (3 to 5 students) to solve the problem and then have the solution presented to the rest of the class (either by you or by a student in the group)

In all cases, the more you get the students to articulate their own understandings of the problem and potential solutions, the more you can help them develop their expertise in approaching problems in your discipline.

Teaching Problem-Solving Skills

Many instructors design opportunities for students to solve “problems”. But are their students solving true problems or merely participating in practice exercises? The former stresses critical thinking and decision­ making skills whereas the latter requires only the application of previously learned procedures.

Problem solving is often broadly defined as "the ability to understand the environment, identify complex problems, review related information to develop, evaluate strategies and implement solutions to build the desired outcome" (Fissore, C. et al, 2021). True problem solving is the process of applying a method – not known in advance – to a problem that is subject to a specific set of conditions and that the problem solver has not seen before, in order to obtain a satisfactory solution.

Below you will find some basic principles for teaching problem solving and one model to implement in your classroom teaching.

Principles for teaching problem solving

• Model a useful problem-solving method . Problem solving can be difficult and sometimes tedious. Show students how to be patient and persistent, and how to follow a structured method, such as Woods’ model described below. Articulate your method as you use it so students see the connections.
• Teach within a specific context . Teach problem-solving skills in the context in which they will be used by students (e.g., mole fraction calculations in a chemistry course). Use real-life problems in explanations, examples, and exams. Do not teach problem solving as an independent, abstract skill.
• Help students understand the problem . In order to solve problems, students need to define the end goal. This step is crucial to successful learning of problem-solving skills. If you succeed at helping students answer the questions “what?” and “why?”, finding the answer to “how?” will be easier.
• Take enough time . When planning a lecture/tutorial, budget enough time for: understanding the problem and defining the goal (both individually and as a class); dealing with questions from you and your students; making, finding, and fixing mistakes; and solving entire problems in a single session.
• Ask questions and make suggestions . Ask students to predict “what would happen if …” or explain why something happened. This will help them to develop analytical and deductive thinking skills. Also, ask questions and make suggestions about strategies to encourage students to reflect on the problem-solving strategies that they use.
• Link errors to misconceptions . Use errors as evidence of misconceptions, not carelessness or random guessing. Make an effort to isolate the misconception and correct it, then teach students to do this by themselves. We can all learn from mistakes.

Woods’ problem-solving model

Define the problem.

• The system . Have students identify the system under study (e.g., a metal bridge subject to certain forces) by interpreting the information provided in the problem statement. Drawing a diagram is a great way to do this.
• Known(s) and concepts . List what is known about the problem, and identify the knowledge needed to understand (and eventually) solve it.
• Unknown(s) . Once you have a list of knowns, identifying the unknown(s) becomes simpler. One unknown is generally the answer to the problem, but there may be other unknowns. Be sure that students understand what they are expected to find.
• Units and symbols . One key aspect in problem solving is teaching students how to select, interpret, and use units and symbols. Emphasize the use of units whenever applicable. Develop a habit of using appropriate units and symbols yourself at all times.
• Constraints . All problems have some stated or implied constraints. Teach students to look for the words "only", "must", "neglect", or "assume" to help identify the constraints.
• Criteria for success . Help students consider, from the beginning, what a logical type of answer would be. What characteristics will it possess? For example, a quantitative problem will require an answer in some form of numerical units (e.g., $/kg product, square cm, etc.) while an optimization problem requires an answer in the form of either a numerical maximum or minimum.

Think about it

• “Let it simmer”.  Use this stage to ponder the problem. Ideally, students will develop a mental image of the problem at hand during this stage.
• Identify specific pieces of knowledge . Students need to determine by themselves the required background knowledge from illustrations, examples and problems covered in the course.
• Collect information . Encourage students to collect pertinent information such as conversion factors, constants, and tables needed to solve the problem.

Plan a solution

• Consider possible strategies . Often, the type of solution will be determined by the type of problem. Some common problem-solving strategies are: compute; simplify; use an equation; make a model, diagram, table, or chart; or work backwards.
• Choose the best strategy . Help students to choose the best strategy by reminding them again what they are required to find or calculate.

Carry out the plan

• Be patient . Most problems are not solved quickly or on the first attempt. In other cases, executing the solution may be the easiest step.
• Be persistent . If a plan does not work immediately, do not let students get discouraged. Encourage them to try a different strategy and keep trying.

Encourage students to reflect. Once a solution has been reached, students should ask themselves the following questions:

• Does the answer make sense?
• Does it fit with the criteria established in step 1?
• Did I answer the question(s)?
• What did I learn by doing this?
• Could I have done the problem another way?

If you would like support applying these tips to your own teaching, CTE staff members are here to help.  View the  CTE Support  page to find the most relevant staff member to contact. 

• Fissore, C., Marchisio, M., Roman, F., & Sacchet, M. (2021). Development of problem solving skills with Maple in higher education. In: Corless, R.M., Gerhard, J., Kotsireas, I.S. (eds) Maple in Mathematics Education and Research. MC 2020. Communications in Computer and Information Science, vol 1414. Springer, Cham. https://doi.org/10.1007/978-3-030-81698-8_15
• Foshay, R., & Kirkley, J. (1998). Principles for Teaching Problem Solving. TRO Learning Inc., Edina MN.  (PDF) Principles for Teaching Problem Solving (researchgate.net)
• Hayes, J.R. (1989). The Complete Problem Solver. 2nd Edition. Hillsdale, NJ: Lawrence Erlbaum Associates.
• Woods, D.R., Wright, J.D., Hoffman, T.W., Swartman, R.K., Doig, I.D. (1975). Teaching Problem solving Skills.
• Engineering Education. Vol 1, No. 1. p. 238. Washington, DC: The American Society for Engineering Education.

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Teaching problem solving: Let students get ‘stuck’ and ‘unstuck’

Subscribe to the center for universal education bulletin, kate mills and km kate mills literacy interventionist - red bank primary school helyn kim helyn kim former brookings expert @helyn_kim.

October 31, 2017

This is the second in a six-part  blog series  on  teaching 21st century skills , including  problem solving ,  metacognition , critical thinking , and collaboration , in classrooms.

In the real world, students encounter problems that are complex, not well defined, and lack a clear solution and approach. They need to be able to identify and apply different strategies to solve these problems. However, problem solving skills do not necessarily develop naturally; they need to be explicitly taught in a way that can be transferred across multiple settings and contexts.

Here’s what Kate Mills, who taught 4 th grade for 10 years at Knollwood School in New Jersey and is now a Literacy Interventionist at Red Bank Primary School, has to say about creating a classroom culture of problem solvers:

Helping my students grow to be people who will be successful outside of the classroom is equally as important as teaching the curriculum. From the first day of school, I intentionally choose language and activities that help to create a classroom culture of problem solvers. I want to produce students who are able to think about achieving a particular goal and manage their mental processes . This is known as metacognition , and research shows that metacognitive skills help students become better problem solvers.

I begin by “normalizing trouble” in the classroom. Peter H. Johnston teaches the importance of normalizing struggle , of naming it, acknowledging it, and calling it what it is: a sign that we’re growing. The goal is for the students to accept challenge and failure as a chance to grow and do better.

I look for every chance to share problems and highlight how the students— not the teachers— worked through those problems. There is, of course, coaching along the way. For example, a science class that is arguing over whose turn it is to build a vehicle will most likely need a teacher to help them find a way to the balance the work in an equitable way. Afterwards, I make it a point to turn it back to the class and say, “Do you see how you …” By naming what it is they did to solve the problem , students can be more independent and productive as they apply and adapt their thinking when engaging in future complex tasks.

After a few weeks, most of the class understands that the teachers aren’t there to solve problems for the students, but to support them in solving the problems themselves. With that important part of our classroom culture established, we can move to focusing on the strategies that students might need.

Here’s one way I do this in the classroom:

I show the broken escalator video to the class. Since my students are fourth graders, they think it’s hilarious and immediately start exclaiming, “Just get off! Walk!”

When the video is over, I say, “Many of us, probably all of us, are like the man in the video yelling for help when we get stuck. When we get stuck, we stop and immediately say ‘Help!’ instead of embracing the challenge and trying new ways to work through it.” I often introduce this lesson during math class, but it can apply to any area of our lives, and I can refer to the experience and conversation we had during any part of our day.

Research shows that just because students know the strategies does not mean they will engage in the appropriate strategies. Therefore, I try to provide opportunities where students can explicitly practice learning how, when, and why to use which strategies effectively  so that they can become self-directed learners.

For example, I give students a math problem that will make many of them feel “stuck”. I will say, “Your job is to get yourselves stuck—or to allow yourselves to get stuck on this problem—and then work through it, being mindful of how you’re getting yourselves unstuck.” As students work, I check-in to help them name their process: “How did you get yourself unstuck?” or “What was your first step? What are you doing now? What might you try next?” As students talk about their process, I’ll add to a list of strategies that students are using and, if they are struggling, help students name a specific process. For instance, if a student says he wrote the information from the math problem down and points to a chart, I will say: “Oh that’s interesting. You pulled the important information from the problem out and organized it into a chart.” In this way, I am giving him the language to match what he did, so that he now has a strategy he could use in other times of struggle.

The charts grow with us over time and are something that we refer to when students are stuck or struggling. They become a resource for students and a way for them to talk about their process when they are reflecting on and monitoring what did or did not work.

For me, as a teacher, it is important that I create a classroom environment in which students are problem solvers. This helps tie struggles to strategies so that the students will not only see value in working harder but in working smarter by trying new and different strategies and revising their process. In doing so, they will more successful the next time around.

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Evan Glazer (University of Georgia)

Editor’s Note: Dr. Glazer chose to use the term Problem-based Instruction and Inquiry, but my reading and other references to this chapter also use the term Problem-based Learning. The reader can assume the terms are equivalent.

Description

• Problem-based inquiry is an effort to challenge students to address real-world problems and resolve realistic dilemmas.

Such problems create opportunities for meaningful activities that engage students in problem solving and higher-ordered thinking in authentic settings. Many textbooks attempt to promote these skills through contrived settings without relevance to students’ lives or interests. A notorious algebra problem concerns the time at which two railway trains will pass each other:

Two trains leave different stations headed toward each other. Station A is 500 miles west of Station B. Train A leaves station A at 12:00 pm traveling toward Station B at a rate of 60 miles per hour. Train B leaves Station B at 2:30 pm for Station A at a rate of 45 miles per hour. At what time will the trains meet?

Reading this question, one might respond, “Who cares?”, or, “Why do we need to know this?” Such questions have created substantial anxiety among students and have, perhaps, even been the cause of nightmares. Critics would argue that classic “story problems” leave a lasting impression of meaningless efforts to confuse and torment students, as if they have come from hell’s library. Problem-based inquiry, on the other hand, intends to engage students in relevant, realistic problems.

Several changes would need to be made in the above problem to promote problem-based inquiry. It would first have to be acknowledged that the trains are not, in fact, traveling at constant rates when they are in motion; negotiating curves or changing tracks at high speeds can result in accidents.

Further, all of the information about the problem cannot be presented to the learner at the outset; that is, some ambiguity must exist in the context so that students have an opportunity to engage in a problem-solving activity. In addition, the situation should involve a meaningful scenario. Suppose that a person intends to catch a connecting train at the second station and requires a time-efficient itinerary? What if we are not given data about the trains, but instead, the outcome of a particular event, such as an accident?

Why should we use problem-based inquiry to help students learn?

The American educational system has been criticized for having an underachieving curriculum that leads students to memorize and regurgitate facts that do not apply to their lives (Martin, 1987; Paul, 1993). Many claim that the traditional classroom environment, with its orderly conduct and didactic teaching methods in which the teacher dispenses information, has greatly inhibited students’ opportunities to think critically (Dossey et al., 1988; Goodlad, 1984; Wood, 1987). Problem-based inquiry is an attempt to overcome these obstacles and confront the concerns presented by the National Assessment of Educational Progress:

If an unfriendly foreign power had attempted to impose on America the mediocre educational performance that exists today, we might well have viewed it as an act of war. We have, in effect, been committing an act of unthinking, unilateral educational disarmament. (A Nation at Risk, 1983)

Problem-based inquiry emphasizes learning as a process that involves problem solving and critical thinking in situated contexts. It provides opportunities to address broader learning goals that focus on preparing students for active and responsible citizenship. Students gain experience in tackling realistic problems, and emphasis is placed on using communication, cooperation, and resources to formulate ideas and develop reasoning skills.

What is a framework for a problem-based inquiry?

Situated cognition, constructivism, social learning, and communities of practice are assumed theories of learning and cognition in problem-based inquiry environments. These theories have common themes about the context and the process of learning and are often associated.

Characteristics

Some common characteristics in problem-based learning models:

Activity is grounded in a general question about a problem that has multiple possible answers and methods for addressing the question. Each problem has a general question that guides the overall task followed by ill-structured problems or questions that are generated throughout the problem-solving process. That is, to address the larger question, students must derive and investigate smaller problems or questions that relate to the findings and implications of the broader goal. The problems or questions thus created are most likely new to the students and lack known definitive methods or answers that have been predetermined by the teacher.

Learning is student-centered; the teacher acts as facilitator. In essence, the teacher creates an environment where students take ownership in the direction and content of their learning.

Students work collaboratively towards addressing the general question . All of the students work together to attain the shared goal of producing a solution to the problem. Consequently, the groups co-depend on each other’s performance and contributions in order to make their own advances in reasoning toward answering the research questions and the overall problem.

Learning is driven by the context of the problem and is not bound by an established curriculum. In this environment, students determine what and how much they need to learn in order to accomplish a specific task. Consequently, acquired information and learned concepts and strategies are tied directly to the context of the learning situation. Learning is not confined to a preset curriculum. Creation of a final product is not a necessary requirement of all problem-based inquiry models.

Project-based learning models most often include this type of product as an integral part of the learning process, because learning is expected to occur primarily in the act of creating something. Unlike problem based inquiry models, project-based learning does not necessarily address a real-world problem, nor does it focus on providing argumentation for resolution of an issue.

In a problem-based inquiry setting, there is greater emphasis on problem-solving, analysis, resolution, and explanation of an authentic dilemma. Sometimes this analysis and explanation is represented in the form of a project, but it can also take the form of verbal debate and written summary.

Instructional models and applications

• There is no single method for designing problem-based inquiry learning environments.

Various techniques have been used to generate the problem and stimulate learning. Promoting student-ownership, using a particular medium to focus attention, telling stories, simulating and recreating events, and utilizing resources and data on the Internet are among them. The instructional model, problem based learning will be discussed next with attention to instructional strategies and practical examples.

Problem-Based Learning

• Problem-based learning (PBL) is an instructional strategy in which students actively resolve complex problems in realistic situations.

It can be used to teach individual lessons, units, or even entire curricula. PBL is often approached in a team environment with emphasis on building skills related to consensual decision making, dialogue and discussion, team maintenance, conflict management, and team leadership. While the fundamental approach of problem solving in situated environments has been used throughout the history of schooling, the term PBL did not appear until the 1970s and was devised as an alternative approach to medical education.

In most medical programs, students initially take a series of fact intensive courses in biology and anatomy and then participate in a field experience as a medical resident in a hospital or clinic. However, Barrows reported that, unfortunately, medical residents frequently had difficulty applying knowledge from their classroom experiences in work-related, problem-solving situations. He argued that the classical framework of learning medical knowledge first in classrooms through studying and testing was too passive and removed from context to take on meaning.

Consequently, PBL was first seen as a medical field immersion experience whereby students learned about their medical specialty through direct engagement in realistic problems and gradual apprenticeship in natural or simulated settings. Problem solving is emphasized as an initial area of learning and development in PBL medical programs more so than memorizing a series of facts outside their natural context.

In addition to the field of medicine, PBL is used in many areas of education and training. In academic courses, PBL is used as a tool to help students understand the utility of a particular concept or study. For example, students may learn about recycling and materials as they determine methods that will reduce the county landfill problem.

In addition, alternative education programs have been created with a PBL emphasis to help at-risk students learn in a different way through partnerships with local businesses and government. In vocational education, PBL experiences often emphasize participation in natural settings.

For example, students in architecture address the problem of designing homes for impoverished areas. Many of the residents need safe housing and cannot afford to purchase typical homes. Consequently, students learn about architectural design and resolving the problem as they construct homes made from recycled materials. In business and the military, simulations are used as a means of instruction in PBL. The affective and physiological stress associated with warfare can influence strategic planning, so PBL in military settings promotes the use of “war games” as a tactic for facing authentic crises.

In business settings, simulations of “what if” scenarios are used to train managers in various strategies and problem-solving approaches to conflict resolution. In both military and business settings, the simulation is a tool that provides an opportunity to not only address realistic problems but to learn from mistakes in a more forgiving way than in an authentic context.

Designing the learning environment

The following elements are commonly associated with PBL activities.

Problem generation: The problems must address concepts and principles relevant to the content domain. Problems are not investigated by students solely for problem solving experiences but as a means of understanding the subject area. Some PBL activities incorporate multidisciplinary approaches, assuming the teacher can provide and coordinate needed resources such as additional content, instructional support, and other teachers. In addition, the problems must relate to real issues that are present in society or students’ lives. Contrived scenarios detract from the perceived usefulness of a concept.

Problem presentation: Students must “own” the problem, either by creating or selecting it. Ownership also implies that their contributions affect the outcome of solving the problem. Thus, more than one solution and more than one method of achieving a solution to the problem are often possible. Furthermore, ownership means that students take responsibility for representing and communicating their work in a unique way.

Predetermined formats of problem structure and analysis towards resolution are not recommended; however, the problem should be presented such that the information in the problem does not call attention to critical factors in the case that will lead to immediate resolution. Ownership also suggests that students will ask further questions, reveal further information, and synthesize critical factors throughout the problem-solving process.

Teacher role: Teachers act primarily as cognitive coaches by facilitating learning and modeling higher order thinking and meta cognitive skills. As facilitators, teachers give students control over how they learn and provide support and structure in the direction of their learning. They help the class create a common framework of expectations using tools such as general guidelines and time lines.

As cognitive modelers, teachers think aloud about strategies and questions that influence how students manage the progress of their learning and accomplish group tasks. In addition, teachers continually question students about the concepts they are learning in the context of the problem in order to probe their understanding, challenge their thinking, and help them deepen or extend their ideas.

Student role: Students first define or select an ill-structured problem that has no obvious solution. They develop alternative hypotheses to resolve the problem and discuss and negotiate their conjectures in a group. Next, they access, evaluate, and utilize data from a variety of available sources to support or refute their hypotheses. They may alter, develop, or synthesize hypotheses in light of new information. Finally, they develop clearly stated solutions that fit the problem and its inherent conditions, based upon information and reasoning to support their arguments. Solutions can be in the form of essays, presentations, or projects.

Maine School Engages Kids With Problem-Solving Challenges (11:37)

https://youtu.be/i17F-b5GG94

[PBS NewsHour].(2013, May 6). Maine School Engages Kids with Problem Solving Challenges. [Video File]. Retrieve from https://youtu.be/i17F-b5GG94

Special correspondent John Tulenko of Leaning Matters reports on a public middle school in Portland, Maine that is taking a different approach to teaching students. Teachers have swapped traditional curriculum for an unusually comprehensive science curriculum that emphasizes problem-solving, with a little help from some robots.

Effectiveness of Problem and Inquiry-based learning.

Why does inquiry-based learning only have an effect size of 0.31 when it is an approach to learning that seems to engage students and teachers so readily in the process of learning?

When is the right and wrong time to introduce inquiry and problem based learning?

Watch video from John Hattie on inquiry and problem-based learning, (2:11 minutes).

[Corwin]. (2015, Nov. 9). John Hattie on inquiry-based learning. [Video File]. Retrieved from https://youtu.be/YUooOYbgSUg.

Glazer, E. (2010) Emerging Perspectives on Learning, Teaching, and Technology, Global Text, Michael Orey. (Chapter 14) Attribution CC 3.0. Retrieved from https://textbookequity.org/Textbooks/Orey_Emerging_Perspectives_Learning.pdf

Instructional Methods, Strategies and Technologies to Meet the Needs of All Learners Copyright © 2017 by Evan Glazer (University of Georgia) is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Why Every Educator Needs to Teach Problem-Solving Skills

Strong problem-solving skills will help students be more resilient and will increase their academic and career success .

Want to learn more about how to measure and teach students’ higher-order skills, including problem solving, critical thinking, and written communication?

Problem-solving skills are essential in school, careers, and life.

Problem-solving skills are important for every student to master. They help individuals navigate everyday life and find solutions to complex issues and challenges. These skills are especially valuable in the workplace, where employees are often required to solve problems and make decisions quickly and effectively.

Problem-solving skills are also needed for students’ personal growth and development because they help individuals overcome obstacles and achieve their goals. By developing strong problem-solving skills, students can improve their overall quality of life and become more successful in their personal and professional endeavors.

Problem-Solving Skills Help Students…

   develop resilience.

Problem-solving skills are an integral part of resilience and the ability to persevere through challenges and adversity. To effectively work through and solve a problem, students must be able to think critically and creatively. Critical and creative thinking help students approach a problem objectively, analyze its components, and determine different ways to go about finding a solution.  

This process in turn helps students build self-efficacy . When students are able to analyze and solve a problem, this increases their confidence, and they begin to realize the power they have to advocate for themselves and make meaningful change.

When students gain confidence in their ability to work through problems and attain their goals, they also begin to build a growth mindset . According to leading resilience researcher, Carol Dweck, “in a growth mindset, people believe that their most basic abilities can be developed through dedication and hard work—brains and talent are just the starting point. This view creates a love of learning and a resilience that is essential for great accomplishment.”

    Set and Achieve Goals

Students who possess strong problem-solving skills are better equipped to set and achieve their goals. By learning how to identify problems, think critically, and develop solutions, students can become more self-sufficient and confident in their ability to achieve their goals. Additionally, problem-solving skills are used in virtually all fields, disciplines, and career paths, which makes them important for everyone. Building strong problem-solving skills will help students enhance their academic and career performance and become more competitive as they begin to seek full-time employment after graduation or pursue additional education and training.

  Resolve Conflicts

In addition to increased social and emotional skills like self-efficacy and goal-setting, problem-solving skills teach students how to cooperate with others and work through disagreements and conflicts. Problem-solving promotes “thinking outside the box” and approaching a conflict by searching for different solutions. This is a very different (and more effective!) method than a more stagnant approach that focuses on placing blame or getting stuck on elements of a situation that can’t be changed.

While it’s natural to get frustrated or feel stuck when working through a conflict, students with strong problem-solving skills will be able to work through these obstacles, think more rationally, and address the situation with a more solution-oriented approach. These skills will be valuable for students in school, their careers, and throughout their lives.

    Achieve Success

We are all faced with problems every day. Problems arise in our personal lives, in school and in our jobs, and in our interactions with others. Employers especially are looking for candidates with strong problem-solving skills. In today’s job market, most jobs require the ability to analyze and effectively resolve complex issues. Students with strong problem-solving skills will stand out from other applicants and will have a more desirable skill set.

In a recent opinion piece published by The Hechinger Report , Virgel Hammonds, Chief Learning Officer at KnowledgeWorks, stated “Our world presents increasingly complex challenges. Education must adapt so that it nurtures problem solvers and critical thinkers.” Yet, the “traditional K–12 education system leaves little room for students to engage in real-world problem-solving scenarios.” This is the reason that a growing number of K–12 school districts and higher education institutions are transforming their instructional approach to personalized and competency-based learning, which encourage students to make decisions, problem solve and think critically as they take ownership of and direct their educational journey.

Problem-Solving Skills Can Be Measured and Taught

Research shows that problem-solving skills can be measured and taught. One effective method is through performance-based assessments which require students to demonstrate or apply their knowledge and higher-order skills to create a response or product or do a task.

What Are Performance-Based Assessments?

With the No Child Left Behind Act (2002), the use of standardized testing became the primary way to measure student learning in the U.S. The legislative requirements of this act shifted the emphasis to standardized testing, and this led to a  decline in nontraditional testing methods .

But   many educators, policy makers, and parents have concerns with standardized tests. Some of the top issues include that they don’t provide feedback on how students can perform better, they don’t value creativity, they are not representative of diverse populations, and they can be disadvantageous to lower-income students.

While standardized tests are still the norm, U.S. Secretary of Education Miguel Cardona is encouraging states and districts to move away from traditional multiple choice and short response tests and instead use performance-based assessment, competency-based assessments, and other more authentic methods of measuring students abilities and skills rather than rote learning. 

Performance-based assessments  measure whether students can apply the skills and knowledge learned from a unit of study. Typically, a performance task challenges students to use their higher-order skills to complete a project or process. Tasks can range from an essay to a complex proposal or design.

Preview a Performance-Based Assessment

Want a closer look at how performance-based assessments work?  Preview CAE’s K–12 and Higher Education assessments and see how CAE’s tools help students develop critical thinking, problem-solving, and written communication skills.

Performance-Based Assessments Help Students Build and Practice Problem-Solving Skills

In addition to effectively measuring students’ higher-order skills, including their problem-solving skills, performance-based assessments can help students practice and build these skills. Through the assessment process, students are given opportunities to practically apply their knowledge in real-world situations. By demonstrating their understanding of a topic, students are required to put what they’ve learned into practice through activities such as presentations, experiments, and simulations. 

This type of problem-solving assessment tool requires students to analyze information and choose how to approach the presented problems. This process enhances their critical thinking skills and creativity, as well as their problem-solving skills. Unlike traditional assessments based on memorization or reciting facts, performance-based assessments focus on the students’ decisions and solutions, and through these tasks students learn to bridge the gap between theory and practice.

Performance-based assessments like CAE’s College and Career Readiness Assessment (CRA+) and Collegiate Learning Assessment (CLA+) provide students with in-depth reports that show them which higher-order skills they are strongest in and which they should continue to develop. This feedback helps students and their teachers plan instruction and supports to deepen their learning and improve their mastery of critical skills.

Explore CAE’s Problem-Solving Assessments

CAE offers performance-based assessments that measure student proficiency in higher-order skills including problem solving, critical thinking, and written communication.

• College and Career Readiness Assessment (CCRA+) for secondary education and
• Collegiate Learning Assessment (CLA+) for higher education.

Our solution also includes instructional materials, practice models, and professional development.

We can help you create a program to build students’ problem-solving skills that includes:

• Measuring students’ problem-solving skills through a performance-based assessment    
• Using the problem-solving assessment data to inform instruction and tailor interventions
• Teaching students problem-solving skills and providing practice opportunities in real-life scenarios
• Supporting educators with quality professional development

Get started with our problem-solving assessment tools to measure and build students’ problem-solving skills today! These skills will be invaluable to students now and in the future.

Ready to Get Started?

Learn more about cae’s suite of products and let’s get started measuring and teaching students important higher-order skills like problem solving..

Problem Solving Method Of Teaching

The problem-solving method of teaching is the learning method that allows children to learn by doing. This is because they are given examples and real-world situations so that the theory behind it can be understood better, as well as practice with each new concept or skill taught on top of what was previously learned in class before moving onto another topic at hand.

What is your preferred problem-solving technique?

Answers : - I like to brainstorm and see what works for me - I enjoy the trial and error method - I am a linear thinker

Share it with me by commenting.

For example, while solving a problem, the child may encounter terms he has not studied yet. These will further help him understand their use in context while developing his vocabulary. At the same time, being able to practice math concepts by tapping into daily activities helps an individual retain these skills better.

One way this type of teaching is applied for younger students particularly is through games played during lessons. By allowing them to become comfortable with the concepts taught through these games, they can put their knowledge into use later on. This is done by developing thinking processes that precede an action or behavior. These games can be used by teachers for different subjects including science and language.

For younger students still, the method of teaching using real-life examples helps them understand better. Through this, it becomes easier for them to relate what they learned in school with terms used outside of school settings so that the information sticks better than if all they were given were theoretical definitions. For instance, instead of just studying photosynthesis as part of biology lessons, children are asked to imagine plants growing inside a dark room because there is no sunlight present. When questioned about the plants, children will be able to recall photosynthesis more easily because they were able to see its importance in real life.

Despite being given specific examples, the act of solving problems helps students think for themselves. They learn how to approach situations and predict outcomes based on what they already know about concepts or ideas taught in class including the use of various skills they have acquired over time. These include problem-solving strategies like using drawings when describing a solution or asking advice if they are stuck to unlock solutions that would otherwise go beyond their reach.

Teachers need to point out in advance which method will be used for any particular lesson before having children engage with it. By doing this, individuals can prepare themselves mentally for what is to come. This is especially true for students who have difficulty with a particular subject. In these cases, the teacher can help them get started by providing a worked example for reference or breaking the problem down into manageable chunks that are easier to digest.

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Ultimately, the goal of teaching using a problem-solving method is to give children the opportunity to think for themselves and to be able to do so in different contexts. Doing this helps foster independent learners who can utilize the skills they acquired in school for future endeavors.

The problem-solving method of teaching allows children to learn by doing. This is because they are given examples and real-world situations so that the theory behind it can be understood better, as practice with each new concept or skill taught on top of what was previously learned in class before moving onto another topic at hand.

One way this type of teaching is applied for younger students particularly is through games played during lessons. By allowing them to become comfortable with the concepts taught through these games, they are able to put their knowledge into use later on. This is done by developing thinking processes that precede an action or behavior. These games can be used by teachers for different subjects including science and language.

For instance, a teacher may ask students to imagine they are plants in a dark room because there is no sunlight present. When questioned about the plants, children will be able to recall photosynthesis more easily because they were able to see its importance in real life.

It is important for teachers to point out in advance which method will be used for any particular lesson before having children engage with it. By doing this, individuals can prepare themselves mentally for what is to come. This is especially true for students who have difficulty with a particular subject. In these cases, the teacher can help them get started by providing a worked example for reference or breaking the problem down into manageable chunks that are easier to digest.

lesson before having children engage with it. By doing this, individuals can prepare themselves mentally for what is to come. This is especially true for students who have difficulty with a particular subject. In these cases, the teacher can help them get started by providing a worked example for reference or breaking the problem down into manageable chunks that are easier to digest.

The teacher should have a few different ways to solve the problem.

For example, the teacher can provide a worked example for reference or break down the problem into chunks that are easier to digest.

The goal of teaching using a problem-solving method is to give children the opportunity to think for themselves and to be able to do so in different contexts. Successful problem solving allows children to become comfortable with concepts taught through games that develop thinking processes that precede an action or behavior.

Introduce the problem

The problem solving method of teaching is a popular approach to learning that allows students to understand new concepts by doing. This approach provides students with examples and real-world situations, so they can see how the theory behind a concept or skill works in practice. In addition, students are given practice with each new concept or skill taught, before moving on to the next topic. This helps them learn and retain the information better.

Explain why the problem solving method of teaching is effective.

The problem solving method of teaching is effective because it allows students to learn by doing. This means they can see how the theory behind a concept or skill works in practice, which helps them understand and remember the information better. This would not be possible if they are only told about the new concept or skill, or read a textbook to learn on their own. Since students can see how the theory works in practice through examples and real-world situations, the information is easier for them to understand.

List some advantages of using the problem solving method of teaching.

Some advantages of using the problem solving method of teaching are that it helps students retain information better since they are able to practice with each new concept or skill taught until they master it before moving on to another topic. This also allows them to learn by doing so they will have hands-on experience with facts which helps them remember important facts faster rather than just hearing about it or reading about it on their own. Furthermore, this teaching method is beneficial for students of all ages and can be adapted to different subjects making it an approach that is versatile and easily used in a classroom setting. Lastly, the problem solving method of teaching presents new information in a way that is easy to understand so students are not overwhelmed with complex material.

The problem solving method of teaching is an effective way for students to learn new concepts and skills. By providing them with examples and real-world situations, they can see how the theory behind a concept or skill works in practice. In addition, students are given practice with each new concept or skill taught, before moving on to the next topic. This them learn and retain the information better.

What has been your experience with adopting a problem-solving teaching method?

How do you feel the usefulness of your lesson plans changed since adopting this method?

What was one of your most successful attempts in using this technique to teach students, and why do you believe it was so successful?

Were there any obstacles when trying to incorporate this technique into your class? 

Did it take a while for all students to get used to the new type of teaching style before they felt comfortable enough to participate in discussions and ask questions about their newly acquired knowledge?

What are your thoughts on this method? 

“I have had the opportunity to work in several districts, including one where they used problem solving for all subjects. I never looked back after that experience--it was exciting and motivating for students and teachers alike." 

"The problem solving method of teaching is great because it makes my subject matter more interesting with hands-on activities."

What is the role of educators in facilitating problem-solving method of teaching?

Role of Educators in Facilitating Problem-Solving Understanding the Problem-Solving Method The problem-solving method of teaching encourages students to actively engage their critical thinking skills to analyze and seek solutions to real-world problems. As such, educators play a crucial part in facilitating this learning style to ensure the effective attainment of desired skills. Encouraging Collaboration and Communication One of the ways educators can facilitate problem-solving is by promoting collaboration and communication among students. Working as a team allows students to share diverse perspectives while considering multiple solutions, thereby fostering an open-minded and inclusive environment that is crucial for effective problem-solving. Creating a Safe Space for Failure Educators must recognize that failure is an integral component of the learning process in a problem-solving method. By establishing a safe environment that allows students to fail without facing judgment or embarrassment, teachers enable students to develop perseverance, resilience, and an enhanced ability to learn from mistakes. Designing Relevant and Engaging Problems The selection and design of appropriate problems contribute significantly to the success of the problem-solving method of teaching. Educators should focus on presenting issues that are relevant, engaging, and age-appropriate, thereby sparking curiosity and interest amongst students, which further improves their problem-solving abilities. Scaffolding Learning Scaffolding is essential in the problem-solving method for providing adequate support when required. Teachers need to break down complex problems into smaller, manageable steps, and gradually remove support as students develop the necessary skills, thus promoting their self-reliance and independent thinking. Providing Constructive Feedback Constructive feedback from educators is invaluable in facilitating the problem-solving method of teaching, as it enables students to reflect on their progress, recognize areas for improvement, and actively develop their critical thinking and problem-solving abilities. In conclusion, the role of educators in facilitating the problem-solving method of teaching comprises promoting collaboration, creating a safe space for failure, designing relevant problems, scaffolding learning, and providing constructive feedback. By integrating these elements, educators can help students develop essential life-long skills and effectively navigate the complex world they will experience.

Can interdisciplinary approaches be incorporated into problem-solving teaching methods, and if so, how?

Interdisciplinary Approaches in Problem-Solving Teaching Methods Integration of Interdisciplinary Approaches Incorporating interdisciplinary approaches into problem-solving teaching methods can be achieved by integrating various subject areas when presenting complex problems that require students to draw from different fields of knowledge. By doing so, learners will develop a deeper understanding of the interconnectedness of various disciplines and improve their problem-solving skills. Project-Based Learning Activities Implementing project-based learning activities in the classroom allows students to work collaboratively on real-world problems. By involving learners in tasks that necessitate the integration of diverse subjects, they develop the ability to transfer skills acquired in one context to novel situations, thereby expanding their problem-solving abilities. Role of Teachers in Interdisciplinary Teaching Teachers play a crucial role in the successful incorporation of interdisciplinary methods in problem-solving teaching. They must be prepared to facilitate student-centered learning and engage in ongoing professional development tailored towards interdisciplinary education. In doing so, educators can create inclusive learning environments that encourage individualized discovery and the application of diverse perspectives to solve complex problems. Benefits of Interdisciplinary Teaching Methods Adopting interdisciplinary teaching methods in problem-solving education not only enhances students' problem-solving abilities but also fosters the development of critical thinking, creativity, and collaboration. These essential skills enable learners to navigate and adapt to an increasingly interconnected world and have been shown to contribute to students' academic and professional success. In conclusion, incorporating interdisciplinary approaches into problem-solving teaching methods can be achieved through the integration of various subject areas, implementing project-based learning activities, and the active role of teachers in interdisciplinary education. These methods benefit students by developing problem-solving skills, critical thinking, creativity, and collaboration, preparing them for future success in an interconnected world.

In what ways can technology be integrated into the problem-solving method of instruction?

**Role of Technology in Problem-Solving Instruction** Technology can be integrated into the problem-solving method of instruction by enhancing student engagement, promoting collaboration, and supporting personalized learning. **Enhancing Student Engagement** One way technology supports the problem-solving method is by increasing students' interest through interactive and dynamic tools. For instance, digital simulations and educational games can help students develop critical thinking and problem-solving skills in a fun, engaging manner. These tools provide real-world contexts and immediate feedback, allowing students to experiment, take risks, and learn from their mistakes. **Promoting Collaboration** Technology also promotes collaboration among students, as online platforms facilitate communication and cooperation. Utilizing tools like video conferencing and shared workspaces, students can collaborate on group projects, discuss ideas, and solve problems together. This collaborative approach fosters a sense of community, mutual support, and collective problem-solving. Moreover, it helps students develop essential interpersonal skills, such as teamwork and communication, which are crucial in today's workplaces. **Supporting Personalized Learning** Finally, technology can be used to provide personalized learning experiences tailored to individual learners' needs, interests, and abilities. With access to adaptive learning platforms or online resources, students can progress at their own pace, focus on areas where they need improvement, and explore topics that interest them. This kind of personalized approach allows instructors to identify areas where students struggle and offer targeted support, enhancing the problem-solving learning experience. In conclusion, integrating technology into the problem-solving method of instruction can improve the learning process in various ways. By fostering student engagement, promoting collaboration, and facilitating personalized learning experiences, technology can be employed as a valuable resource to develop students' problem-solving skills effectively.

I graduated from the Family and Consumption Sciences Department at Hacettepe University. I hold certificates in blogging and personnel management. I have a Master's degree in English and have lived in the US for three years.

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Key Tips On Problem Solving Method Of Teaching

Problem-solving skills are necessary for all strata of life, and none can be better than classroom problem-solving activities. It can be an excellent way to introduce students to problem-solving skills, get them prepped and ready to solve real problems in real-life settings.  

The ability to critically analyze a problem, map out all its elements and then prepare a solution that works is one of the most valuable skills; one must acquire in life. Educating your students about problem-solving techniques from an early age can be facilitated with in-class problem-solving activities. Such efforts encourage cognitive and social development and equip students with the tools they will need to tackle and resolve their lives.  

So, what is  a  problem-solving method of teaching ?

Problem Solving  is the act of defining a problem; determining the cause of the problem; identifying, prioritizing and selecting alternatives for a solution; and implementing a solution. In a problem-solving method, children learn by working on problems. This skill enables the students to learn new knowledge by facing the problems to be solved. It is expected of them to observe, understand, analyze, interpret, find solutions, and perform applications that lead to a holistic understanding of the concept. This method develops scientific process skills. This method helps in developing a brainstorming approach to learning concepts. 

In simple words, problem-solving is an ongoing activity in which we take what we know to discover what we do not know. It involves overcoming obstacles by generating hypotheses, testing those predictions, and arriving at satisfactory solutions. 

The problem-solving method involves three basic functions

• Seeking information
• Generating new knowledge 
• Making decisions 

This post will include key strategies to help you inculcate problem-solving skills in your students. 

First and foremostly, follow the 5-step model of problem-solving presented by Wood

Woods' problem-solving model

Identify the problem .

Allow your students to identify the system under study by interpreting the information provided in the problem statement. Then, prepare a list of what is known about the problem, and identify the knowledge needed to understand (and eventually) solve it. Once you have a list of known problems, identifying the unknown(s) becomes simpler. The unknown one is usually the answer to the problem; however, there may be other unknowns. Make sure that your students have a clear understanding of what they are expected to find. 

While teaching problem solving, it is very important to have students know how to select, interpret, and use units and symbols. Emphasize the use of units and symbols whenever appropriate. Develop a habit of using appropriate units and symbols yourself at all times. Teach your students to look for the words only and neglect or assume to help identify the constraints. 

Furthermore, help students consider from the beginning what a logical type of answer would be. What characteristics will it possess?  

Think about it

Use the next stage to ponder the identified problem. Ideally, students will develop an imaginary image of the problem at hand during this stage. They need to determine the required background knowledge from illustrations, examples and problems covered in the course and collect pertinent information such as conversion factors, constants, and tables needed to solve the problem. 

Plan a solution

Often, the type of problem will determine the type of solution. Some common problem-solving strategies are: compute; simplify; use an equation; make a model, diagram, table, or chart; or work backwards. 

Help your students choose the best strategy by reminding them again what they must find or calculate. 

Carry out the plan

Now that the major part of problem-solving has been done start executing the solution. There are possibilities that a plan may not work immediately, do not let students get discouraged. Encourage them to try a different strategy and keep trying. 

Encourage students to reflect. Once a solution has been reached, students should ask themselves the following questions: 

•  Does the answer make sense? 
•  Does it fit with the criteria established in step 1? 
•  Did I answer the question(s)? 
•  What did I learn by doing this? 
•  Could I have done the problem another way?  

Other tips include

Ask open-ended questions.

When a student seeks help, you might be willing to give them the answer they are looking for so you can both move on. But what is recommend is that instead of giving answers promptly, try using open-ended questions and prompts. For example: ask What do you think will happen if..? Why do you think so? What would you do if you get into such situations? Etc. 

Emphasize Process Over Product

For elementary students, reflecting on the process of solving a problem helps them develop a growth mindset. Getting an 'incorrect' response does not have to be a bad thing! What matters most is what they have done to achieve it and how they might change their approach next time. As a teacher, you can help students learn the process of reflection. 

Model The Strategies

As children learn creative problem-solving techniques, there will probably be times when they will be frustrated or uncertain. Here are just a few simple ways to model what creative problem-solving looks like and sounds like. 

• Ask questions in case you don't understand anything.
• Admit to not knowing the right answer.
• Discuss the many possible outcomes of different situations. 
• Verbalize what you feel when you come across a problem.
• Practising these strategies with your students will help create an environment where struggle, failure and growth are celebrated!

Encourage Grappling

Grappling is not confined to perseverance! This includes critical thinking, asking questions, observing evidence, asking more questions, formulating hypotheses and building a deep understanding of a problem. 

There are numerous ways to provide opportunities for students to struggle. All that includes the engineering design process is right! Examples include: 

• Engineering or creative projects
• Design-thinking challenges
• Informatics projects
• Science experiments

Make problem resolution relevant to the lives of your students

Limiting problem solving to class is a bad idea. This will affect students later in life because problem-solving is an essential part of human life, and we have had a chance to look at it from a mathematical perspective. Such problems are relevant to us, and they are not things that we are supposed to remember or learn but to put into practice in real life. These are things from which we can take very significant life lessons and apply them later in life. 

What's your strategy? How do you teach Problem-Solving to your students? Do let us know in the comments. 

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5 Teaching Mathematics Through Problem Solving

Janet Stramel

In his book “How to Solve It,” George Pólya (1945) said, “One of the most important tasks of the teacher is to help his students. This task is not quite easy; it demands time, practice, devotion, and sound principles. The student should acquire as much experience of independent work as possible. But if he is left alone with his problem without any help, he may make no progress at all. If the teacher helps too much, nothing is left to the student. The teacher should help, but not too much and not too little, so that the student shall have a reasonable share of the work.” (page 1)

What is a problem  in mathematics? A problem is “any task or activity for which the students have no prescribed or memorized rules or methods, nor is there a perception by students that there is a specific ‘correct’ solution method” (Hiebert, et. al., 1997). Problem solving in mathematics is one of the most important topics to teach; learning to problem solve helps students develop a sense of solving real-life problems and apply mathematics to real world situations. It is also used for a deeper understanding of mathematical concepts. Learning “math facts” is not enough; students must also learn how to use these facts to develop their thinking skills.

According to NCTM (2010), the term “problem solving” refers to mathematical tasks that have the potential to provide intellectual challenges for enhancing students’ mathematical understanding and development. When you first hear “problem solving,” what do you think about? Story problems or word problems? Story problems may be limited to and not “problematic” enough. For example, you may ask students to find the area of a rectangle, given the length and width. This type of problem is an exercise in computation and can be completed mindlessly without understanding the concept of area. Worthwhile problems  includes problems that are truly problematic and have the potential to provide contexts for students’ mathematical development.

There are three ways to solve problems: teaching for problem solving, teaching about problem solving, and teaching through problem solving.

Teaching for problem solving begins with learning a skill. For example, students are learning how to multiply a two-digit number by a one-digit number, and the story problems you select are multiplication problems. Be sure when you are teaching for problem solving, you select or develop tasks that can promote the development of mathematical understanding.

Teaching about problem solving begins with suggested strategies to solve a problem. For example, “draw a picture,” “make a table,” etc. You may see posters in teachers’ classrooms of the “Problem Solving Method” such as: 1) Read the problem, 2) Devise a plan, 3) Solve the problem, and 4) Check your work. There is little or no evidence that students’ problem-solving abilities are improved when teaching about problem solving. Students will see a word problem as a separate endeavor and focus on the steps to follow rather than the mathematics. In addition, students will tend to use trial and error instead of focusing on sense making.

Teaching through problem solving  focuses students’ attention on ideas and sense making and develops mathematical practices. Teaching through problem solving also develops a student’s confidence and builds on their strengths. It allows for collaboration among students and engages students in their own learning.

Consider the following worthwhile-problem criteria developed by Lappan and Phillips (1998):

• The problem has important, useful mathematics embedded in it.
• The problem requires high-level thinking and problem solving.
• The problem contributes to the conceptual development of students.
• The problem creates an opportunity for the teacher to assess what his or her students are learning and where they are experiencing difficulty.
• The problem can be approached by students in multiple ways using different solution strategies.
• The problem has various solutions or allows different decisions or positions to be taken and defended.
• The problem encourages student engagement and discourse.
• The problem connects to other important mathematical ideas.
• The problem promotes the skillful use of mathematics.
• The problem provides an opportunity to practice important skills.

Of course, not every problem will include all of the above. Sometimes, you will choose a problem because your students need an opportunity to practice a certain skill.

Key features of a good mathematics problem includes:

• It must begin where the students are mathematically.
• The feature of the problem must be the mathematics that students are to learn.
• It must require justifications and explanations for both answers and methods of solving.

Problem solving is not a  neat and orderly process. Think about needlework. On the front side, it is neat and perfect and pretty.

But look at the b ack.

It is messy and full of knots and loops. Problem solving in mathematics is also like this and we need to help our students be “messy” with problem solving; they need to go through those knots and loops and learn how to solve problems with the teacher’s guidance.

When you teach through problem solving , your students are focused on ideas and sense-making and they develop confidence in mathematics!

Mathematics Tasks and Activities that Promote Teaching through Problem Solving

Choosing the Right Task

Selecting activities and/or tasks is the most significant decision teachers make that will affect students’ learning. Consider the following questions:

• Teachers must do the activity first. What is problematic about the activity? What will you need to do BEFORE the activity and AFTER the activity? Additionally, think how your students would do the activity.
• What mathematical ideas will the activity develop? Are there connections to other related mathematics topics, or other content areas?
• Can the activity accomplish your learning objective/goals?

Low Floor High Ceiling Tasks

By definition, a “ low floor/high ceiling task ” is a mathematical activity where everyone in the group can begin and then work on at their own level of engagement. Low Floor High Ceiling Tasks are activities that everyone can begin and work on based on their own level, and have many possibilities for students to do more challenging mathematics. One gauge of knowing whether an activity is a Low Floor High Ceiling Task is when the work on the problems becomes more important than the answer itself, and leads to rich mathematical discourse [Hover: ways of representing, thinking, talking, agreeing, and disagreeing; the way ideas are exchanged and what the ideas entail; and as being shaped by the tasks in which students engage as well as by the nature of the learning environment].

The strengths of using Low Floor High Ceiling Tasks:

• Allows students to show what they can do, not what they can’t.
• Provides differentiation to all students.
• Promotes a positive classroom environment.
• Advances a growth mindset in students
• Aligns with the Standards for Mathematical Practice

Examples of some Low Floor High Ceiling Tasks can be found at the following sites:

• YouCubed – under grades choose Low Floor High Ceiling
• NRICH Creating a Low Threshold High Ceiling Classroom
• Inside Mathematics Problems of the Month

Math in 3-Acts

Math in 3-Acts was developed by Dan Meyer to spark an interest in and engage students in thought-provoking mathematical inquiry. Math in 3-Acts is a whole-group mathematics task consisting of three distinct parts:

Act One is about noticing and wondering. The teacher shares with students an image, video, or other situation that is engaging and perplexing. Students then generate questions about the situation.

In Act Two , the teacher offers some information for the students to use as they find the solutions to the problem.

Act Three is the “reveal.” Students share their thinking as well as their solutions.

“Math in 3 Acts” is a fun way to engage your students, there is a low entry point that gives students confidence, there are multiple paths to a solution, and it encourages students to work in groups to solve the problem. Some examples of Math in 3-Acts can be found at the following websites:

• Dan Meyer’s Three-Act Math Tasks
• Graham Fletcher3-Act Tasks ]
• Math in 3-Acts: Real World Math Problems to Make Math Contextual, Visual and Concrete

Number Talks

Number talks are brief, 5-15 minute discussions that focus on student solutions for a mental math computation problem. Students share their different mental math processes aloud while the teacher records their thinking visually on a chart or board. In addition, students learn from each other’s strategies as they question, critique, or build on the strategies that are shared.. To use a “number talk,” you would include the following steps:

• The teacher presents a problem for students to solve mentally.
• Provide adequate “ wait time .”
• The teacher calls on a students and asks, “What were you thinking?” and “Explain your thinking.”
• For each student who volunteers to share their strategy, write their thinking on the board. Make sure to accurately record their thinking; do not correct their responses.
• Invite students to question each other about their strategies, compare and contrast the strategies, and ask for clarification about strategies that are confusing.

“Number Talks” can be used as an introduction, a warm up to a lesson, or an extension. Some examples of Number Talks can be found at the following websites:

• Inside Mathematics Number Talks
• Number Talks Build Numerical Reasoning

Saying “This is Easy”

“This is easy.” Three little words that can have a big impact on students. What may be “easy” for one person, may be more “difficult” for someone else. And saying “this is easy” defeats the purpose of a growth mindset classroom, where students are comfortable making mistakes.

When the teacher says, “this is easy,” students may think,

• “Everyone else understands and I don’t. I can’t do this!”
• Students may just give up and surrender the mathematics to their classmates.
• Students may shut down.

Instead, you and your students could say the following:

• “I think I can do this.”
• “I have an idea I want to try.”
• “I’ve seen this kind of problem before.”

Tracy Zager wrote a short article, “This is easy”: The Little Phrase That Causes Big Problems” that can give you more information. Read Tracy Zager’s article here.

Using “Worksheets”

Do you want your students to memorize concepts, or do you want them to understand and apply the mathematics for different situations?

What is a “worksheet” in mathematics? It is a paper and pencil assignment when no other materials are used. A worksheet does not allow your students to use hands-on materials/manipulatives [Hover: physical objects that are used as teaching tools to engage students in the hands-on learning of mathematics]; and worksheets are many times “naked number” with no context. And a worksheet should not be used to enhance a hands-on activity.

Students need time to explore and manipulate materials in order to learn the mathematics concept. Worksheets are just a test of rote memory. Students need to develop those higher-order thinking skills, and worksheets will not allow them to do that.

One productive belief from the NCTM publication, Principles to Action (2014), states, “Students at all grade levels can benefit from the use of physical and virtual manipulative materials to provide visual models of a range of mathematical ideas.”

You may need an “activity sheet,” a “graphic organizer,” etc. as you plan your mathematics activities/lessons, but be sure to include hands-on manipulatives. Using manipulatives can

• Provide your students a bridge between the concrete and abstract
• Serve as models that support students’ thinking
• Provide another representation
• Support student engagement
• Give students ownership of their own learning.

Adapted from “ The Top 5 Reasons for Using Manipulatives in the Classroom ”.

any task or activity for which the students have no prescribed or memorized rules or methods, nor is there a perception by students that there is a specific ‘correct’ solution method

should be intriguing and contain a level of challenge that invites speculation and hard work, and directs students to investigate important mathematical ideas and ways of thinking toward the learning

involves teaching a skill so that a student can later solve a story problem

when we teach students how to problem solve

teaching mathematics content through real contexts, problems, situations, and models

a mathematical activity where everyone in the group can begin and then work on at their own level of engagement

20 seconds to 2 minutes for students to make sense of questions

Mathematics Methods for Early Childhood Copyright © 2021 by Janet Stramel is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

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Problem Solving in Mathematics Education

• Open Access
• First Online: 28 June 2016

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

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

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

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

These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.

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

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

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

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

1 Survey on the State-of-the-Art

1.1 role of heuristics for problem solving—regina bruder.

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

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

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

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

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

1.1.1 Research Review on the Promotion of Problem Solving

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

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

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

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

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

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

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

1.1.2 Heurisms as an Expression of Mental Agility

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

According to Lompscher, “flexibility of thought” expresses itself

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

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

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

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

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

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

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

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

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

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

Intuitive familiarisation with heuristic methods and techniques.

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

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

Expanding the context of the strategies applied.

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

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

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

1.2 Creative Problem Solving—Peter Liljedahl

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

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

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

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

1.2.1 A History of Creativity in Mathematics Education

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

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

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

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

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

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

1.2.2 Defining Mathematical Creativity

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

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

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

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

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

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

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

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

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

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

1.2.3 Discourses on Creativity

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

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

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

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

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

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

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

1.2.4 Problem Solving by Design

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

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

1.2.5 George Pólya: How to Solve It

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

Understanding the Problem

First. You have to understand the problem.

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

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

Draw a figure. Introduce suitable notation.

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

Devising a Plan

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

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

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

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

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

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

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

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

Carrying Out the Plan

Third. Carry out your plan.

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

Looking Back

Fourth. Examine the solution obtained.

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

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

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

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

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

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

1.2.6 Alan Schoenfeld: Mathematical Problem Solving

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

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

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

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

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

1.2.7 David Perkins: Breakthrough Thinking

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

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

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

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

Nine dots—four lines problem and solution

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

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

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

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

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

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

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

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

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

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

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

1.2.9 Gestalt: The Psychology of Problem Solving

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

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

1.2.10 Final Comments

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

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

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

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

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

1.3.1 Research Agenda

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

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

1.3.2 Problem Solving Developments

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

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

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

1.3.3 Background

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

1.3.4 A Focus on Mathematical Tasks

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

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

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

1.3.5 A Task: A Dynamic Rhombus

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

A dynamic construction of a rhombus

1.3.6 Posing Questions

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

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

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

Visualizing the rhombus and the inscribed circle with maximum area

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

Drawing the conic section that passes through five points

1.3.7 Looking for Different Solutions Methods

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

Drawing segment AB tangent to the given circle

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

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

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

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

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

1.3.8 Looking Back

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

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

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

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

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

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

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

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

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

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

1.4.1 A Retrospective Look

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

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

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

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

1.4.2 Researches and Didactic Experiences

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

1.4.3 New Directions of Research

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

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

1.4.4 Final Comments

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

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

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

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Further Reading

Boaler, J. (1997). Experiencing school mathematics: Teaching styles, sex, and setting . Buckingham, PA: Open University Press.

Borwein, P., Liljedahl, P., & Zhai, H. (2014). Mathematicians on creativity. Mathematical Association of America.

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Gardner, M. (1982). Aha! gotcha: Paradoxes to puzzle and delight . New York, NY: W. H. Freeman and Company.

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Root-Bernstein, R., & Root-Bernstein, M. (1999). Sparks of genius: The thirteen thinking tools of the world’s most creative people . Boston, MA: Houghton Mifflin Company.

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

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• Effective Teaching Strategies

Problem-Based Learning: Benefits and Risks

• November 12, 2009
• Maryellen Weimer, PhD

Problem-based learning, the instructional approach in which carefully constructed, open-ended problems are used by groups of students to work through content to a solution, has gained a foothold in many segments of higher education.

Originally PBL, as it’s usually called, was used in medical school and in some business curricula for majors. But now it is being used in a wide range of disciplines and with students at various educational levels. The article (reference below) from which material is about to be cited “makes a critical assessment” of how PBL is being used in the field of geography.

Much of the content is relevant to that discipline specifically, but the article does contain a useful table that summarizes the benefits and risks of PBL for students, instructors, and institutions. Material on the table is gleaned from an extensive review of the literature (all referenced in the article). Here’s some of the information contained in the table.

Benefits of Problem-Based Learning

For Students

• It’s a student-centered approach.
• Typically students find it more enjoyable and satisfying.
• It encourages greater understanding.
• Students with PBL experience rate their abilities higher.
• PBL develops lifelong learning skills.

For Instructors

• Class attendance increases.
• The method affords more intrinsic reward.
• It encourages students to spend more time studying.
• It promotes interdisciplinarity.

For Institutions

• It makes student learning a priority.
• It may aid student retention.
• It may be taken as evidence that an institution values teaching.

Risks of Problem-Based Learning

• Prior learning experiences do not prepare students well for PBL.
• PBL requires more time and takes away study time from other subjects.
• It creates some anxiety because learning is messier.
• Sometimes group dynamics issues compromise PBL effectiveness.
• Less content knowledge may be learned.
• Creating suitable problem scenarios is difficult.
• It requires more prep time.
• Students have queries about the process.
• Group dynamics issues may require faculty intervention.
• It raises new questions about what to assess and how.
• It requires a change in educational philosophy for faculty who mostly lecture.
• Faculty will need staff development and support.
• It generally takes more instructors.
• It works best with flexible classroom space.
• It engenders resistance from faculty who question its efficacy.

Reference: Pawson, E., Fournier, E., Haight, M., Muniz, O., Trafford, J., and Vajoczki, S. 2006. Problem-based learning in geography: Towards a critical assessment of its purposes, benefits and risks. Journal of Geography in Higher Education 30 (1): 103–16.

Excerpted from The Teaching Professor , February 2007.

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Discussion methods.

Discussion methods are a variety of forums for open-ended, collaborative exchange of ideas among a teacher and students or among students for the purpose of furthering students thinking, learning, problem solving, understanding, or literary appreciation. Participants present multiple points of view, respond to the ideas of others, and reflect on their own ideas in an effort to build their knowledge, understanding, or interpretation of the matter at hand.

Discussions may occur among members of a dyad, small group, or whole class and be teacher-led or student-led. They frequently involve discussion of a written text, though discussion can also focus on a problem, issue, or topic that has its basis in a “text” in the larger sense of the term (e.g., a discipline, the media, a societal norm). Other terms for discussions used for pedagogical purposes are instructional conversations (Tharp & Gallimore, 1988) and substantive conversations (Newmann, 1990).

A defining feature of discussion is that students have considerable agency in the construction of knowledge, understanding, or interpretation. In other words, they have considerable “interpretive authority” for evaluating the plausibility or validity of participants responses. 

Source: ASHA Education

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