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13 RULES

That Expire
Overgeneralizing commonly
accepted strategies, using imprecise
vocabulary, and relying on tips
and tricks that do not promote
conceptual mathematical
understanding can lead
to misunderstanding later
in students math careers.
By Karen S. Karp, Sarah B. Bush,
and Barbara J. Dougher ty

18 August 2014 teaching children mathematics | Vol. 21, No. 1 www.nctm.org


Copyright 2014 The National Council of Teachers of Mathematics, Inc. www.nctm.org. All rights reserved.
This material may not be copied or distributed electronically or in any other format without written permission from NCTM.
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www.nctm.org Vol. 21, No. 1 | teaching children mathematics August 2014 19


I
magine the following scenario: A primary use appropriate mathematics vocabulary
teacher presents to her students the fol- to demonstrate their understanding of
lowing set of number sentences: mathematics concepts (CCSSI 2010). This,
in fact, is quite opposite of the classroom in
3+5= which the teacher does most of the talking and
+2=7 students are encouraged to memorize facts,
8 = + 3 tricks, and tips to make the mathematics
2 + 4 = + 5. easy. The latter classroom can leave students
with a collection of explicit, yet arbitrary, rules
Stop for a moment to think about which of that do not link to reasoned judgment (Hersh
these number sentences a student in your class 1997) but instead to learning without thought
would solve first or find easiest. What might (Boaler 2008). The purpose of this article is to
they say about the others? In our work with outline common rules and vocabulary that
young children, we have found that students teachers share and elementary school students
feel comfortable solving the first equation tend to overgeneralizetips and tricks that do
because it looks right and students can inter- not promote conceptual understanding, rules
pret the equal sign as find the answer. However, that expire later in students mathematics
students tend to hesitate at the remaining careers, or vocabulary that is not precise.
number sentences because they have yet to As a whole, this article aligns to Standard of
interpret and understand the equal sign as a Mathematical Practice (SMP) 6: Attend to
symbol indicating a relationship between two precision, which states that mathematically
quantities (or amounts) (Mann 2004). proficient students try to communicate
In another scenario, an intermediate student precisely to others. use clear definitions
is presented with the problem 43.5 10. and carefully formulated explanations
Immediately, he responds, Thats easy; it is (CCSSI 2010, p. 7). Additionally, we emphasize
43.50 because my teacher said that when you two other mathematical practices: SMP 7: Look
multiply any number times ten, you just add a for and make use of structure when we take
zero at the end. a look at properties of numbers; and SMP 2:
In both these situations, hints or repeated Reason abstractly and quantitatively when we
practices have pointed students in directions discuss rules about the meaning of the four
that are less than helpful. We suggest that operations.
these students are experiencing rules
that expire. Many of these rules expire Always rules that are not
when students expand their knowledge so always
of our number systems beyond whole In this section, we point out rules that seem
numbers and are forced to change their to hold true at the moment, given the content
perception of what can be included in the student is learning. However, students later
referring to a number. In this article, find that these rules are not always true; in fact,
we present what we believe are thirteen these rules expire. Such experiences can be
pervasive rules that expire. We follow frustrating and, in students minds, can further
up with a conversation about incorrect the notion that mathematics is a mysterious
use of mathematical language, and series of tricks and tips to memorize rather
we present alternatives to help than big concepts that relate to one another.
counteract common student For each rule that expires, we do the following:
misunderstandings.
The Common Core 1. State the rule that teachers share with
State Standards (CCSS) students.
for Mathematical Practice 2. Explain the rule.
ALINA555/THINKSTOCK

advocate for students to 3. Discuss how students inappropriately over-


become problem solvers generalize it.
who can reason, apply, 4. Provide counterexamples, noting when the
j u s t i f y, a n d e f f e c t i v e l y rule is not true.

20 August 2014 teaching children mathematics | Vol. 21, No. 1 www.nctm.org


5. State the expiration date or the point problem. Keywords can be informative but
when the rule begins to fall apart for many must be used in conjunction with all other
learners. We give the expiration date in words in the problem to grasp the full meaning.
terms of grade levels as well as CCSSM con- Expiration date: Grade 3 (3.OA.8).
tent standards in which the rule no longer
always works. 3. You cannot take a bigger number

1
from a smaller number.
Thirteen rules that expire Students might hear this phrase as they first
1. When you multiply a number by ten, learn to subtract whole numbers. When students
just add a zero to the end of the number. are restricted to only the set of whole numbers,
This rule is often taught when students are subtracting a larger number from a smaller one
learning to multiply a whole number times results in a negative number, an integer that is

2
ten. However, this directive is not true when not in the set of whole numbers, so this rule is
multiplying decimals (e.g., 0.25 10 = 2.5, not true. Later, when students encounter applica-
0.250). Although this statement may reflect tion or word problems involving contexts that
a regular pattern that students identify with include integers, students learn that this rule
whole numbers, it is not generalizable to other is not true for all problems. For example, a gro-
types of numbers. Expiration date: Grade 5 cery store manager keeps the temperature of the
(5.NBT.2). produce section at 4 degrees Celsius, but this is
22 degrees too hot for the frozen food section.

3
2. Use keywords to solve word problems. What must the temperature be in the frozen
This approach is often taught throughout food section? In this case, the answer is a nega-
the elementary grades for a variety of word tive number, (4 22 = 18). Expiration date:
problems. Using keywords often encourages Grade 7 (7.NS.1).
students to strip numbers from the problem
and use them to perform a computation 4. Addition and multiplication make

4
outside of the problem context (Clement and numbers bigger.
Bernhard 2005). Unfortunately, many key- When students begin learning about the
words are common English words that can operations of addition and multiplication,
be used in many different ways. Yet, a list of they are often given this rule as a means to
keywords is often given so that word problems develop a generalization relative to operation
can be translated into a symbolic, computa- sense. However, the rule has multiple counter-
tional form. Students are sometimes told that examples. Addition with zero does not create a
if they see the word altogether in the problem, sum larger than either addend. It is also untrue

5
they should always add the given numbers. when adding two negative numbers (e.g., 3 +
If they see left in the problem, they should 2 = 5), because 5 is less than both addends.
always subtract the numbers. But reducing In the case of the equation below, the product is
the meaning of an entire problem to a simple smaller than either factor.
MathType 1
scan for key words has inherent challenges. 1 1 1
For example, consider this problem: =
4 3 12
John had 14 marbles in his left pocket. He This is also the case when one of the factors
had 37 marbles in his right pocket. How is a negative number and MathType 2 factor is
the other
many marbles did John have? 1
positive, such as 3 8= 24. Expiration date:
8 4 = 2 or 4 8 =
Grade 5 (5.NF.4 and 5.NBT.7) and2 again at
If students use keywords as suggested above, Grade 7 (7.NS.1 and 7.NS.2).
they will subtract without realizing that the MathType 3
problem context requires addition to solve. 5. Subtraction and division make
1 2 5
Keywords become particularly troublesome numbers smaller. =
when students begin to explore multistep word 4 5 heard
This rule is commonly 8 in grade 3: both
problems, because they must decide which subtraction and division will result in an
keywords work with which component of the MathType
answer that is smaller than at least4one of the
1
www.nctm.org Vol. 21, No. 21 | teaching children mathematics August 2014 21
numbers in the computation. When numbers 8. Multiply everything inside the

6
are positive whole numbers, decimals, or frac- parentheses by the number outside
tions, subtracting will result in a number that the parentheses.
is smaller than at least one of the numbers As students are developing the foundational
MathType 1However, if the
involved in the computation. skills linked to order of operations, they are often
MathType 1
1 1 1two negative numbers,
subtraction involves told to first perform multiplication on the num-
=1 1 1
students may 4notice 3 12a contradiction
= (e.g., 5 bers (terms) within the parentheses. This holds

7
4 the
( 8) = 3). In division, 3 rule
12 is true if the num- true only when the numbers or variables inside
bers are positive whole numbers,
MathType 2 for example: the parentheses are being added or subtracted,
MathType 2 because the distributive property is being used,
1
8 4 = 2 or 4 8 = 1 for example, 3(5 + 4) = 3 5 + 3 4. The rule is
8 4 = 2 or 4 2 8 = untrue when multiplication or division occurs
2
However, if the numbers you are dividing are in the parentheses, for example, 2 (4 9)
fractions, the quotientMathType 3
may be larger: 2 4 2 9. The 4 and the 9 are not two separate

8
MathType 3
1 2 5 terms, because they are not separated by a plus
= 1 2 5 or minus sign. This error may not emerge in
4 5 8 =
4 5 8 situations when students encounter terms that
This is also the case when dividing two nega- do not involve the distributive property or when
MathType 4
tive factors: (e.g., 9 3 MathType
= 3). Expiration
4 dates: students use the distributive property without
Grade 6 (6.NS.1) and 1 again at Grade 7 (7.NS.1 the element of terms. The confusion seems to be
1

9
and 7.NS.2c). 2MathType 1 an interaction between students partial under-
2
1 1 1 standing of terms and their partial understand-
6. You always MathType
=1
4divide
3 12the larger number ing of the distributive propertywhich may not
MathType 5
by the smaller
1 1 1 number. MathType 5 be revealed unless both are present. Expiration
= 1 1
This rule4may 3 12be true when 2 =1 students

1 begin to date: Grade 5 (5.OA.1).
2MathType 42 = 2
learn their basic facts for2 whole-number 4 divi-
MathType 2
sion and the computations are 1 contextu-
not 9. Improper fractions should always be
8 41= 21or 4 8 =

10
8 4But,
ally based. = 2 or for
4 8 example,
= if 2the problem written as a mixed number.
2 1
states that Kate has72 cookies 7 to divide among When students are first learning about fractions,
herself and two friends,
MathTypeMathType
3 then the
3 portion for they are often taught to always change improper
each person
1 2 is5 2 3. Similarly, it is possible to
= 1 2 5
fractions to mixed numbers, perhaps so they
4 5 8 in
have a problem which= one number might be can better visualize how many wholes and parts
4 5 8
a fraction: the number represents. This rule can certainly

11
MathType 4
help students understand that positive mixed
1 MathType 4
Jayne has of a pizza and wants to share it numbers can represent a value greater than one
2
1
with her brother. What portion of the whole whole, but it can be troublesome when students
pizza will each get?25
MathType are working within a specific mathematical con-
1 1 text or real-world situation that requires them
2 =
In this case, the
2 computation
4
MathTypeis as
5 follows: to use improper fractions. This frequently first
occurs when students begin using improper
1 1 1
2 = fractions to compute and again when students
7 2 4 later learn about the slope of a line and must
Expiration date: Grade 5 (5.NF.3 and 5.NF.7). represent the slope as the rise/run, which is
1 sometimes appropriately and usefully expressed
7. Two negatives make 7 a positive. as an improper fraction. Expiration dates:
Typically taught when students learn about Grade 5 (5.NF.1) and again in Grade 7 (7.RP.2).
multiplication and division of integers, rule 7 is
to help them determine the sign of the product 10. The number you say first in counting
or quotient. However, this rule does not always is always less than the number that
hold true for addition and subtraction of inte- comes next.
gers, such as in 5 + (3) = 8. Expiration date: In the early development of number, students
Grade 7 (7.NS.1). are regularly encouraged to think that number

22 August 2014 teaching children mathematics | Vol. 21, No. 1 www.nctm.org


MathType 2
1
8 4 = 2 or 4 8 =
2

MathType 3
Some commonly used
1 2 language expires and should be replaced with more appropriate alternatives.
TABL E 1
5
=
4 5 8

Expired mathematical language and suggested alternatives


MathType 4
What is stated
1 What should be stated
2 or
Using the words borrowing Use trading or regrouping to indicate the actual action of trading or
carrying when subtracting or adding, exchanging one place value unit for another unit.
MathType 5
respectively
1
2 = 4
Using the phrase ___ out 2of __ to Use the fraction and the attribute. For example, say one-seventh of the
describe a fraction, for example, one length of the string. The out of language often causes students to think
1
out of seven to describe a part is being subtracted from the whole amount (Philipp, Cabral, and
7
Schappelle 2005).

Using the phrase reducing fractions Use simplifying fractions. The language of reducing gives students the
incorrect impression that the fraction is getting smaller or being reduced
in size.
Asking how shapes are similar when Ask, How are these shapes the same? How are the shapes different? Using
children are comparing a set of shapes the word similar in these situations can eventually confuse students about
the mathematical meaning of similar, which will be introduced in middle
school and relates to geometric figures.

Reading the equal sign as makes, for Read the equation 2 + 2 = 4 as Two plus two equals or is the same
example, saying, Two plus two makes as four. The language makes encourages the misconception that the
four for 2 + 2 = 4 equal sign is an action or an operation rather than representative of
a relationship.

Indicating that a number divides Say that a number divides another number a whole number of times or
evenly into another number that it divides without a remainder.
Plugging a number into an expression Use substitute values for an unknown.
or equation

Using top number and bottom num- Students should see a fraction as one number, not two separate numbers.
ber to describe the numerator and Use the words numerator and denominator when discussing the different
denominator of a fraction, respectively parts of a fraction.

relationships are fixed. For example, the rela- 12. Please Excuse My Dear Aunt Sally.
tionship between 3 and 8 is always the same. To This phrase is typically taught when students
determine the relationship between two num- begin solving numerical expressions involv-
bers, the numbers must implicitly represent a ing multiple operations, with this mnemonic
count made by using the same unit. But when serving as a way of remembering the order of
units are different, these relationships change. operations. Three issues arise with the appli-
For example, three dozen eggs is more than eight cation of this rule. First, students incorrectly
eggs, and three feet is more than eight inches. believe that they should always do multipli-
Expiration date: Grade 2 (2.MD.2). cation before division, and addition before
subtraction, because of the order in which they
11. The longer the number, the larger appear in the mnemonic PEMDAS (Linchevski
the number. and Livneh 1999). Second, the order is not as
The length of a number, when working with strict as students are led to believe. For example,
whole numbers that differ in the number of in the expression 32 4(2 + 7) + 8 4, students
digits, does indicate this relationship or mag- have options as to where they might start. In
nitude. However, it is particularly troublesome this case, they may first simplify the 2 + 7 in the
to apply this rule to decimals (e.g., thinking that grouping symbol, simplify 32, or divide before
0.273 is larger than 0.6), a misconception noted doing any other computationall without
by Desmet, Grgoire, and Mussolin (2010). affecting the outcome. Third, the P in PEMDAS
Expiration date: Grade 4 (4.NF.7). suggests that parentheses are first, rather than

www.nctm.org Vol. 21, No. 1 | teaching children mathematics August 2014 23


Other rules that expire
We invite Teaching Children Mathematics (TCM) readers to submit
additional instances of rules that expire or expired language that
this article does not address. If you would like to share an example,
please use the format of the article, stating the rule to avoid, a case of
how it expires, and when it expires in the Common Core State Standards
overlap and greater coherence as students
for Mathematics. If you submit an illustration of expired language, progress from Kgrade 12. We feel that by using
include What is stated and What should be stated (see table 1). consistent, accurate rules and precise vocabu-
Join us as we continue this conversation on TCMs blog at lary in the elementary grades, teachers can play
www.nctm.org/TCMblog/MathTasks or send your suggestions and a key role in building coherence as students
thoughts to tcm@nctm.org. We look forward to your input.
move from into the middle grades and beyond.
No one wants students to realize in the upper
elementary grades or in middle school that their
grouping symbols more generally, which would teachers taught rules that do not hold true.
include brackets, braces, square root symbols, With the implementation of CCSSM, now is
and the horizontal fraction bar. Expiration date: an ideal time to highlight common instructional
Grade 6 (6.EE.2). practices that teachers can tweak to better pre-
pare students and allow them to have smoother
13. The equal sign means Find the transitions moving from grade to grade. Addi-
answer or Write the answer. tionally, with the implementation of CCSSM,
An equal sign is a relational symbol. It indi- many teacherseven those teaching the same

12
cates that the two quantities on either side of grade as they had previouslyare being required
it represent the same amount. It is not a signal to teach mathematics content that differs from
prompting the answer through an announce- what they taught in the past. As teachers are
ment to do something (Falkner, Levi, and planning how to teach according to new stan-
Carpenter 1999; Kieran 1981). In an equation, dards, now is a critical point to think about the
students may see an equal sign that expresses rules that should or should not be taught and the
the relationship but cannot be interpreted as vocabulary that should or should not be used in
Find the answer. For example, in the equations an effort to teach in ways that do not expire.

13
below, the equal sign provides no indication of
an answer. Expiration date: Grade 1 (1.OA.7). REF EREN C ES
Boaler, Jo. 2008. Whats Math Got to Do with
6=+4 It? Helping Children Learn to Love their Most
3 + x = 5 + 2x Hated Subjectand Why Its Important for
America. New York: Viking.
Clement, Lisa, and Jamal Bernhard. 2005. A
Expired language Problem-Solving Alternative to Using Key
In addition to helping students avoid the thir- Words. Mathematics Teaching in the Middle
teen rules that expire, we must also pay close School 10 (7): 36065.
attention to the mathematical language we use Common Core State Standards Initiative (CCSSI).
as teachers and that we allow our students to 2010. Common Core State Standards for
use. The language we use to discuss mathemat- Mathematics. Washington, DC: National
ics (see table 1) may carry with it connotations Governors Association Center for Best
that result in misconceptions or misuses by Practices and the Council of Chief State
students, many of which relate to the Thirteen School Officers. http://www.corestandards
Rules That Expire listed above. Using accurate .org/wp-content/uploads/Math_Standards.pdf
and precise vocabulary (which aligns closely Desmet, Laetitia, Jacques Grgoire, and
with SMP 6) is an important part of developing Christophe Mussolin. 2010. Developmental
student understanding that supports student Changes in the Comparison of Decimal
learning and withstands the need for complexity Fractions. Learning and Instruction 20 (6):
as students progress through the grades. 52132. http://dx.doi.org/10.1016
/j.learninstruc.2009.07.004
No expiration date Falkner, Karen P., Linda Levi, and Thomas P.
One characteristic of the Common Core State Carpenter. 1999. Childrens Understanding
Standards for Mathematics (CCSSM) (CCSSI of Equality: A Foundation for Algebra.
2010) is to have fewer, but deeper, more rigor- Teaching Children Mathematics 6 (February):
ous standards at each gradeand to have less 5660.

24 August 2014 teaching children mathematics | Vol. 21, No. 1 www.nctm.org


Hersh, Rueben. 1997. What Is Mathematics, Karen S. Karp, karen@louisville.edu,
Really? New York: Oxford University Press. a professor of math education at the
Kieran, Carolyn. 1981. Concepts Associated University of Louisville in Kentucky, is
with the Equality Symbol. Educational a past member of the NCTM Board of
Studies in Mathematics 12 (3): 31726. Directors and a former president of the
http://dx.doi.org/10.1007/BF00311062 Association of Mathematics Teacher
Linchevski, Liora, and Drora Livneh. 1999. Educators. Her current scholarly work
focuses on teaching math to students
Structure Sense: The Relationship between
with disabilities. Sarah B. Bush, sbush@
Algebraic and Numerical Contexts. Educa-
bellarmine.edu, an assistant professor
tional Studies in Mathematics 40 (2): 17396.
of math education at Bellarmine
http://dx.doi.org/10.1023/A:1003606308064
University in Louisville, Kentucky, is a
Mann, Rebecca. 2004. Balancing Act: The Truth
former middle-grades math teacher who
behind the Equals Sign. Teaching Children is interested in relevant and engaging
Mathematics 11 (September): 6569. middle-grades math activities. Barbara
Philipp, Randolph A., Candace Cabral, and J. Dougherty is the Richard Miller Endowed Chair for
Bonnie P. Schappelle. 2005. IMAP CD-ROM: Mathematics Education at the University of Missouri. She
Integrating Mathematics and Pedagogy to is a past member of the NCTM Board of Directors and
Illustrate Childrens Reasoning. Computer is a co-author of conceptual assessments for progress
software. Upper Saddle River, NJ: Pearson monitoring in algebra and an iPad applet for Kgrade 2
Education. students to improve counting and computation skills.

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