Teaching Math in Middle School

Using MTSS to Meet All Students' Needs

Leanne R. Ketterlin-Geller, Sarah R. Powell David J. Chard, & Lindsey Perry

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Teaching Math 
in Middle School
Using MTSS to  
Meet All Students’ Needs

Excerpted from Teaching Math in Middle

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Teaching Math 
in Middle School
Using MTSS to  
Meet All Students’ Needs

by

by
Leanne R. Ketterlin-Geller, Ph.D.
Southern Methodist University

Dallas, Texas
Sarah R. Powell, Ph.D.

The University of Texas at Austin
David J. Chard, Ph.D.
Boston University

Massachusetts

and
Lindsey Perry, Ph.D.
Southern Methodist University

Baltimore·London·Sydney

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Unless otherwise stated, examples in this book are composites. Any similarity to actual individuals or

circumstances is coincidental, and no implications should be inferred.
Chapter 17, Implementing MTSS: Voices From the Field, features excerpts from interviews with teachers and other educational professionals. Interview material has been lightly edited for length and clarity.

Library of Congress Cataloging-in-Publication Data

at https://lccn.loc.gov/2018056217

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Contents

About the Downloadable Materials .vii

About the Authors .ix

Foreword Robert Q. Berry, III.xi

Preface xiii

**Section I:** Building Numeracy in Middle School Students 1

Chapter 1 Laying the Foundation for Algebra .3

Chapter 2 Supporting All Students Through Multitiered Instruction 23

Chapter 3 Supporting All Students Through Differentiation,
Accommodation, and Modification. 35

**Section II:** Designing and Delivering Effective
Mathematics Instruction 49

Chapter 4 Aims for Effective Mathematics Instruction .51

Chapter 5 Evidence-Based Practices for Instruction and Intervention. 65

Chapter 6 Instructional Practices to Support Problem Solving .81

Chapter 7 Designing Interventions. 95

Chapter 8 Implementing Interventions Within a
Multitiered Framework. 107

**Section III:** Using Data to Make Decisions 119

Chapter 9 Why Should We Assess? 121
Appendix: Team-Building Activity. 137

Chapter 10 Who Needs

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vi Contents
Chapter 12 Is the Intervention Helping? Progress Monitoring  . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Chapter 13  Have Students Reached Their Goals? Summative Assessments  . . . . . . . . . . . . .189
Section IV:  Implementing MTSS to Support Effective Teaching  . . . . . . . . . . . . .201
Chapter 14 MTSS in Action  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203
Chapter 15  Assessing Your School’s Readiness for MTSS Implementation  . . . . . . . . . . . . . .215
Chapter 16  Collaboration as the Foundation for Implementing MTSS  . . . . . . . . . . . . . . . . . . .227
Chapter 17 Implementing MTSS: Voices From the Field .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 241
References  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .251

Excerpted from Teaching Math in Middle

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About the Downloadable Materials

Purchasers of this book may download, print, and/or photocopy the forms provided for 
implementing multi-tiered systems of support/response to intervention (MTSS/RTI) 
for professional use. These materials appear in the print book and are also available at 
http://downloads.brookespublishing.com for both print and e-book buyers. To access

http://downloads.brookespublishing.com for both print and e-book buyers. To access 
the materials that come with the book
1. Go to the Brookes Publishing Download Hub: http://downloads

1. Go to the Brookes Publishing Download Hub: http://downloads
.brookespublishing.com

2. Register to create an account (Or log in with an existing account)

Excerpted from Teaching Math in Middle

---

About the Authors

Leanne R. Ketterlin-Geller, Ph.D., is Professor and the Texas Instruments Chair 
in Education at Southern Methodist University. Her research focuses on the development and validation of formative assessment systems in mathematics that pro -
vide instructionally relevant information to support students with diverse needs. 
She works nationally and internationally to support achievement and engagement in 
mathematics and other STEM disciplines.
Sarah R. Powell, Ph.D., is Associate Professor in the Department of Special 
Education at the University of Texas at Austin. Sarah conducts research related to 
mathematics interventions for students with learning difficulties. Her work is currently supported by the Institute of Education Sciences, National Science Foundation, 
T.L.L. Temple Foundation, and Office of Special Education Programs of the U.S. 
Department of Education.
David J. Chard, Ph.D., is Dean ad interim of Boston University’s Wheelock College 
of Education and Human Development and Professor of Special Education. Prior to 
coming to BU, Dr. Chard served as the 14th President of Wheelock College. He was 
also founding dean of the Simmons School of Education and Human Development at 
Southern Methodist University in Dallas, Texas. He is a member of the International 
Academy for Research in Learning Disabilities and has been a classroom teacher in 
California, Michigan, and in the U.S. Peace Corps in Lesotho in southern Africa. He 
served on the Board of Directors of the National Board for Education Sciences for 
two terms from 2012-2019.
Lindsey Perry, Ph.D., is Research Assistant Professor at Southern Methodist 
University, Dallas, Texas. Her research focuses on improving students’ mathematics 
knowledge, particularly at the elementary and middle school grades, by better understanding how children reason relationally and spatially. Her work also includes the 
development of technically adequate assessments that can be used to improve these

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Foreword

All school-age students need to develop a strong understanding of the essential concepts of mathematics to be able to expand professional opportunities, understand 
and critique the world, and to experience the joy, wonder, and beauty of mathematics. 
Mathematics learning occurs across grade levels, but an essential period of mathematics development is during middle school as students expand their learning beyond 
numbers to proportional reasoning which supports thinking algebraically. For some 
students, mathematics in middle school can be overwhelming and difficult, but school 
leaders and educators need to ensure that each and every student have access to 
meaningful mathematics curriculum and high-quality teaching for effective math-

meaningful mathematics curriculum and high-quality teaching for effective mathematics learning.
In middle school, mathematics teaching, and the process of learning algebraic 
readiness and proportionality, involve more than just acquiring content and carrying 
out procedures. At this level, students are expected to represent, analyze, and generalize about patterns. Students should be able to use multiplication and addition to find 
the relationship between the two sets of numbers and should look at patterns through 
the use of tables, graphs, and symbolic representation. Over time, with support from 
teachers, the mathematical practices and processes that students engage in as they 
engage with algebraic problems deepen their understanding of key concepts while

engage with algebraic problems deepen their understanding of key concepts while 
developing procedural fluency.
Algebraic readiness and proportionality provide strong foundations for future 
mathematics courses. For students to be successful in algebra, it is essential that 
middle school mathematics teaching and learning provide opportunities to develop 
algebraic thinking and proportional reasoning. The strategies presented in Teaching 
Math in Middle School: Using MTSS to Meet All Students’ Needs provide teachers with 
research-based ideas that will promote algebraic readiness for all students. Incorporating these concepts will provide students with the opportunity to experience suc- https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

xii Foreword
Specifically, Teaching Math in Middle School: Using MTSS to Meet All Students’ 
Needs, provides detailed information about using multi-tiered support systems 
(MTSS) to effectively teach mathematics to students who may experience difficulty 
with mathematics. This book is important for educators who need to teach a variety 
of learners in the classrooms and for school leaders and educators who want to put in

place support systems that meet the needs of each and every learner.
Robert Q. Berry, III, Ph.D.
Professor, University of Virginia

Excerpted from Teaching Math in Middle

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Preface

As mathematics teachers, we wear our interest in and attraction to mathematics like 
badges, proud to tell everyone about how beautiful it is to learn about numbers, how 
they work, and how they help us understand the world around us. All four of us (the 
authors of this book) are a little geeky like that. In fact, combined we have more than 
80 years of teaching and research interests in how students learn mathematics, how 
teachers teach mathematics, and how teachers and their colleagues can improve student learning in mathematics. We have all been science and mathematics teachers, 
teaching a range of topics including chemistry, biology, elementary mathematics, 
algebra, advanced algebra, trigonometry, physics, and calculus. In addition, we’ve all 
pursued graduate degrees focused on improving teaching and learning in mathematics (further evidence of geekiness). As you can see, we’ve invested a lot of our lives into 
improving the teaching of mathematics and the science areas that depend on knowl-

improving the teaching of mathematics and the science areas that depend on knowledge of mathematics to make sense.
We decided to write this book for several reasons. First, we are struck by the 
evidence that being proficient in mathematics is key to academic success in life. 
Second, we believe that academic success should be accessible to everyone. Third, 
we have all observed our own students as well as others who believe that they are 
not capable of understanding and doing mathematics. Fourth, teachers who are 
prepared to teach mathematics well, working together with other education professionals, are the ingredient to ensuring student success in all subjects, but specifically in mathematics. We also believe that systems developed in schools, such 
as multi-tiered systems of support (MTSS/RTI), are important advances that will 
help students to succeed. And finally, we wrote this book because we are colleagues 
and friends who have learned a lot from one another over the years, and we hope 
that the information we have put in this book will help teachers and their education 
colleagues to improve their students’ learning and confidence with middle school xiv

xiv Preface
These performance differences are also remarkably stable with early school mathematics performance (K–1st grade) predicting later (5th grade) mathematics performance (Duncan et al., 2007). More recent findings suggest that knowledge of fractions and whole-number division, subjects taught in the intermediate grades, is more 
strongly related to high school math achievement than knowledge of whole-number 
addition, subtraction, and multiplication; verbal IQ; working memory; and parental 
income (Siegler et al., 2012). Taken together, these findings support several important notions about school mathematics: 1) helping students develop an understanding 
of mathematics early is critical to their later development, 2) development of understanding of rational numbers, in particular, has an important impact on students’ 
later success, and 3) targeted interventions for students who struggle with particular

later success, and 3) targeted interventions for students who struggle with particular 
areas of mathematics learning is necessary for their later success.
Because the evidence is abundantly clear that students’ understanding of 
middle-level mathematics concepts (i.e., fractions and division) is critical to their 
development in higher level mathematics and their overall academic success, we feel 
it is particularly important that we ensure that all learners have access to high-quality 
mathematics teaching and the broadest range of instructional supports aimed at 
promoting their success. To achieve this, we first have to create a culture in schools 
and at home in which educators and parents believe that mathematics is useful and 
learnable. We need important figures in students’ lives to promote their understanding of mathematics rather than promoting the idea that “some people are good at it” 
and “others are not math people.” We also have to confront and change some educators’ perceptions that some students can’t learn mathematics and to recognize that 
there is evidence to support mathematical development for all students regardless of 
their background, early learning experiences, or challenges (e.g., Walker, 2007; Steele,

knowledge (Banilower et al., 2013). We would encourage all teachers to take a circumspect approach.
Strive to understand mathematics concepts and principles, be comfortable 
with your own knowledge, and feel confident that even those aspects of the discipline you find confusing can be learned if you persist in trying to understand. We 
certainly don’t mean to portray this as an easy process. In fact, each of us has faced 
a time when we experienced our own “ah-hah” moments about a particular idea that 
we thought we had already mastered. For example, one of the core transitions in 
understanding that our students make in middle school mathematics is from whole 
numbers to rational numbers. Many of us experienced learning rational numbers 
with an approach that was mostly procedural and didn’t maximize our understanding. As teachers, we continue to study how rational numbers function. It should not 
surprise us that we find ourselves asking fundamental questions about such things 
as dividing fractions, for example. Why is it that when you divide    by    you get a 
21 21
larger quotient? Rather than simply teaching an “invert and multiply” approach as 
we may have been taught, how do we encourage students to predict what will hap-

\frac{1}{2}

\frac{1}{2}

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It is also important that teachers feel competent and confident in doing mathematics and work hard to shrug off the idea that they have to know everything before 
teaching it. Many successful mathematics teachers deliberately build a culture in 
their classroom wherein making mistakes is considered necessary for learning. They 
model this behavior so that students feel comfortable taking risks in their problem

model this behavior so that students feel comfortable taking risks in their problem 
solving and don’t associate mathematics success with always being right.
In other words, teaching mathematics requires more than being able to do mathematics. Effective mathematics teachers understand how students conceptualize 
mathematics and how to develop their students’ understanding in order to prepare for 
related concepts and principles that are on the horizon. They also develop their knowledge of common misconceptions students formulate that can disrupt their learning 
and how to diagnose those misconceptions. It takes experience and professional 
learning opportunities to develop these knowledge and skills that Ball, Hill, and Bass 
(2005) have referred to as “mathematics knowledge for teaching.” We believe that this 
knowledge is particularly important when working with students who struggle to 
learn mathematics. The same survey we mentioned earlier about teachers’ preparation in mathematics also reported that the vast majority of teachers do not feel that 
they have been adequately prepared to work with a diverse array of student needs in 
mathematics (Banilower et al., 2013).

they have been adequately prepared to work with a diverse array of student needs in 
mathematics (Banilower et al., 2013).
From our perspective, making middle school mathematics accessible to all learners is a function of knowing your students’ learning history, starting where they are, 
and designing instruction to help them grow in their knowledge and skills, tailoring 
instruction as needed to ensure that students develop proficiency in big ideas and 
providing appropriate accommodations when necessary for learners to continue to

providing appropriate accommodations when necessary for learners to continue to 
progress.
Our objectives in this book are to 1) set the context for the importance of supporting all learners in middle school mathematics, 2) share with you our understanding of 
effective instruction in order to build from a common vocabulary and understanding 
of the importance of teaching to learning, 3) examine the types of assessment necessary to ensure effective instruction and how different assessments assist teachers to 
support the full range of learners, and 4) offer ways of thinking about how teachers 
and other education professionals in a school or school district work collaboratively

ferentiation, Accommodation, and Modification, introduces principles for tailoring 
instruction to meet all students’ needs.
Effective implementation of MTSS depends on sound instructional methods and 
ongoing assessment. Section II of the book, Designing and Delivering Effective Mathematics Instruction, delves into best teaching practices. Within this section, Chapter 4,

to optimize the positive impact of an MTSS/RTI approach to teaching mathematics.

HOW THIS BOOK IS ORGANIZED
Our book is structured in four sections. Section I, Building Numeracy in Middle School 
Students, introduces fundamentals to help math teachers instruct middle school students. Within Section I, Chapter 1, Laying the Foundation for Algebra, discusses the 
pillars of foundational knowledge middle-school students need to prepare for algebra. 
Chapter 2, Supporting All Students Through Multi-Tiered Instruction, introduces 
the widely used MTSS/RTI model. Chapter 3, Supporting All Students Through Differentiation, Accommodation, and Modification, introduces principles for tailoring xvi

xvi Preface
teachers in planning and implementing lessons. Chapter 5, Evidence-Based Practices 
for Instruction and Intervention, grounds readers in research-supported teaching 
practices to use for core instruction in the general education classroom and for 
instructing students who need extra help. Chapter 6, Instructional Practices to Support  Problem Solving, focuses on effective instruction related to problem solving, 
a common weakness for students with learning difficulties. Chapter 7, Designing 
Interventions, describes methods for creating and implementing effective intensive intervention. Finally, Chapter 8, Implementing Interventions Within a Multi-
Tiered Framework, puts together information from the preceding chapters to explain 
how middle school math teachers can implement practical interventions and do so

how middle school math teachers can implement practical interventions and do so 
with fidelity.
In Section III, Using Data to Make Decisions, we guide teachers in using assessment results to inform instruction within MTSS/RTI. Chapter 9, Why Should We 
Assess?, provides an overview of the purposes of assessment and the different types 
of assessments used for each purpose—in essence, what questions we have about 
students’ learning and how assessment helps us find answers. The remainder of 
Section III expands upon this overview, providing detailed guidance for conducting 
each type of assessment in Chapter 10, Who Needs Extra Assistance, and How Much? 
Universal Screeners; Chapter 11, Why Are Students Struggling? Diagnostic Assessments; Chapter 12, Is the Intervention Helping? Progress Monitoring; and Chapter 13,

ments; Chapter 12, Is the Intervention Helping? Progress Monitoring; and Chapter 13, 
Have Students Reached Their Goals? Summative Assessments.
Successful implementation of MTSS/RTI depends not only on individual teachers’ work in their own classrooms, but also on collaboration. Section IV of this book, 
Implementing MTSS to Support Effective Teaching, is written to help teachers collaborate effectively with other professionals and with parents. Chapter 14, MTSS 
in Action, guides educators through the details of planning instruction and assessment at each tier of intervention, and Chapter 15, Assessing Your School’s Readiness 
for MTSS Implementation, guides them to analyze strengths and areas for improvement schoolwide as they prepare to implement MTSS. Chapter 16, Collaboration as 
the Foundation for Implementing MTSS, addresses collaboration between general 
and special educators, as well as collaboration between teachers and other stakeholders. Finally, Chapter 17, Implementing MTSS: Voices From the Field, offers 
perspectives from teachers and administrators about the real-life challenges—and 
rewards—of implementing MTSS/RTI to improve mathematics outcomes in mid-

succeed in middle school mathematics. Their success has never been more important!

References
Ball, D. L., Hill, H. C., & Bass, H. (2005, Fall). Knowing mathematics for teaching.  American 
Educator, 14–46.
Banilower, E. R., Smith, P. S., Weiss, I. R., Malzahn, K. A., Campbell, K. M., & Weis, A. M. (2013). 
Report of the 2012 National Survey of Science and Mathematics Education. Chapel Hill, NC: 
Horizon Research.
Berch, D. B., Mazzocco, M. M. M., & Ginsburg, H. P. (Eds.). (2007).  Why is math so hard for 
some children? The nature and origins of mathematical learning difficulties and disabilities . 
Baltimore, MD: Paul H. Brookes Publishing Co.
Duncan, G. J., Dowsett, C. J., Claessens, A., Magnuson, K., Huston, A. C., Klebanov, P.,. . . Japel, C.

rewards—of implementing MTSS/RTI to improve mathematics outcomes in middle school.
We hope that readers find this book a helpful resource in helping all students to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

xvii

Preface xvii
Gersten, R., Chard, D. J., Jayanthi, M., Baker, S. K., Morphy, P., & Flojo, J. (2009). Mathematics 
instruction for students with learning disabilities: A meta-analysis of instructional components. Review of Educational Research, 79, 1202–1242.
Hanushek, E. A., & Rivkin, S. G. (2006).  School quality and the black–white achievement gap
(NBER Working Paper No. 12651). Washington, DC: National Bureau of Economic Research.
Siegler R. S., Duncan, G. J., Davis-Kean, P. E., Duckworth, K., Claessens, A., Engel, M., . . . 
Chen, M. (2012). Early predictors of high school mathematics achievement.  Psychological 
Science, 23(7), 691–697.
Steele, J. (2003). Children’s gender stereotypes about math: The role of stereotype stratification. 
Journal of Applied Social Psychology, 33, 2587–2606.
Walker, E. N. (2007). Why aren’t more minorities taking advanced math?  Education

Excerpted from Teaching Math in Middle

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SECTION I

Building Numeracy in 
Middle School Students

https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx
Our goal in writing this book is to provide meaningful resources to 
you—teachers, instructional coaches, and leaders—as a cohesive and 
comprehensive tool to support student success in middle school mathematics classes. Section I sets the stage for the remainder of the book. We 
start by defining algebra readiness in the middle grades in Chapter 1. 
Next, we describe how instruction and assessment can work together 
in a multi-tiered system of support (MTSS) to meet students’ needs 
(Chapter 2). In Chapter 3, we illustrate approaches to making instruction and assessment accessible to all students. We hope this section is a 
useful resource to continue referring to as you make your way through 
the rest of the book. You will find that we refer to topics introduced in 
The chapters in this section will help you answer the following 
What does algebra readiness look like in my middle-school mathematics classroom? When students work algebraically, they are generalizing their knowledge about numbers and operations to solve 
problems with unknown quantities. Research on how students 
learn mathematics highlights three key factors in becoming ready 
for algebra: 1) procedural fluency with whole numbers, 2) conceptual understanding of rational numbers, and 3) proficiency with rational number operations. In Chapter 1, we describe how students’ 
knowledge and understanding of whole-number concepts and operations lay the foundation for their work with rational numbers. We 
illustrate how carefully designed instruction can support students’ 
How can I help all students be ready for algebra? All students in your 
mathematics classroom can be ready for algebra. Some students 
may need more intensive instructional support to reach this goal 
than others. MTSS is a framework that integrates instruction and 
assessment to help identify the intensity of instructional support 
1

OVERVIEW: FOUNDATIONS

OVERVIEW: FOUNDATIONS 
FOR MEETING ALL STUDENTS’ NEEDS
Our goal in writing this book is to provide meaningful resources to 
you—teachers, instructional coaches, and leaders—as a cohesive and 
comprehensive tool to support student success in middle school mathematics classes. Section I sets the stage for the remainder of the book. We 
start by defining algebra readiness in the middle grades in Chapter 1. 
Next, we describe how instruction and assessment can work together 
in a multi-tiered system of support (MTSS) to meet students’ needs 
(Chapter 2). In Chapter 3, we illustrate approaches to making instruction and assessment accessible to all students. We hope this section is a 
useful resource to continue referring to as you make your way through 
the rest of the book. You will find that we refer to topics introduced in

The chapters in this section will help you answer the following 
questions:
1. What does algebra readiness look like in my middle-school mathematics classroom? When students work algebraically, they are generalizing their knowledge about numbers and operations to solve 
problems with unknown quantities. Research on how students 
learn mathematics highlights three key factors in becoming ready 
for algebra: 1) procedural fluency with whole numbers, 2) conceptual understanding of rational numbers, and 3) proficiency with rational number operations. In Chapter 1, we describe how students’ 
knowledge and understanding of whole-number concepts and operations lay the foundation for their work with rational numbers. We 
illustrate how carefully designed instruction can support students’

Excerpted from Teaching Math in Middle

---

2 Building Numeracy in Middle School Students
your students need to be ready for algebra. In Chapter 2, we introduce MTSS and 
preview the three tiers of instructional support that are typical within MTSS. We 
discuss how you can use assessment results to help guide your decision making. 
These concepts are discussed in considerably more detail in Sections II and III of

These concepts are discussed in considerably more detail in Sections II and III of 
the book.
3. What is accessibility, and how can I make my instruction and assessments more 
accessible? Differentiated instruction, accommodations, and modifications can be 
implemented to improve the accessibility of your instruction and assessment. In 
Chapter 3, we describe each of these approaches to improving accessibility, provide examples to help differentiate each approach, and discuss when you might 
consider using them. An important point to remember from this chapter is that 
decisions to use these approaches may have different implications for students’ 
opportunities to learn the content. Moreover, accommodations and modifications 
are typically made by a team of people who are working to support an individual

Excerpted from Teaching Math in Middle

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Laying the  
Foundation for Algebra

What do you notice about these problems?

What do you notice about these problems?
•	 A	boy	has	13	apples.	Four	apples	are	red.	The	rest	are	green.	How	many	green	apples

•	 A	boy	has	13	apples.	Four	apples	are	red.	The	rest	are	green.	How	many	green	apples	
does he have?
•	 There	are	red	and	green	apples	in	each	basket.	The	ratio	of	red	apples	to	the	total	
number of apples is 4:13. If a boy has one basket with 4 red apples, how many green

number of apples is 4:13. If a boy has one basket with 4 red apples, how many green 
apples does he have?
How	are	these	problems	different?	How	are	these	problems	similar?	Why	is	it	
that a typical middle school student would have no difficulty solving the first problem 
(and actually might think it is so easy that there must be a trick) but would struggle to

(and actually might think it is so easy that there must be a trick) but would struggle to 
solve the second problem?
The transition from working with concrete objects and scenarios in elementary 
school (often similar to the first problem) to working with abstract concepts like ratios 
in	middle	school	(as	in	the	second	problem)	poses	a	barrier	for	many	students.	For	
some students, this is when mathematics becomes “magical,” not in the sense of fairy 
princesses making your wishes come true, but more in the sense of casting evil spells. 
Resilient students usually progress through the content in spite of the evil spell, often 
relying on their procedural proficiency (instead of their conceptual understanding) to 
succeed. Less resilient students get mired down in the trickery. This is the beginning

PAVING THE WAY FOR ALGEBRAIC REASONING: 
SETTING THE FOUNDATION IN EARLY MATHEMATICS
Without knowing it, many young students are proficient in working with algebraic

succeed. Less resilient students get mired down in the trickery. This is the beginning 
of the end of their love of mathematics.
Why is this transition so challenging for some students? In this chapter, we 
describe the transition from concrete to abstract mathematics and the importance 
this transition plays in preparing students for algebra. We talk about the critical role

of numeracy in helping your students successfully navigate this transition.
PAVING THE WAY FOR ALGEBRAIC REASONING:

Without knowing it, many young students are proficient in working with algebraic 
concepts.	We	see	examples	like	the	one	shown	in	Figure	1.1.
In	 the	 Figure	 1.1	 example,	 students	 are	 not	 only	 making	 the	 transition	 from	
their knowledge of concrete objects (i.e., the dog bones) to a symbolic representation 
of the object (the number 3), but also solving for an unknown. In the example shown go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

How many bones go in the doghouse to make this true?

How many bones go in the doghouse to make this true?

with symbolic representations, but they are also evaluating the relationship between 
two quantities. Because of the nature of these examples, we as teachers, parents, and 
tutors sometimes don’t recognize the valuable connections these problems have to

tutors sometimes don’t recognize the valuable connections these problems have to 
algebraic concepts.
Simply put, working algebraically means that your students can generalize their 
knowledge about numbers and operations to solve problems with unknown quantities. 
When students think algebraically, they can see relationships among quantities

| 1 rabbit = 2 ears |  |
| --- | --- |
| 2 rabbits = ____ears |  |
| 3 rabbits = ____ears |  |
| 4 rabbits = ____ears |  |

Figure 1.2. Sample word problem involving algebraic reasoning (evaluating the relationship between two quantities).

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Laying the Foundation for Algebra 
the	dog	bones	and	doghouse	shown	in	Figure	1.1,	the	student	is	being	asked	to	find	
an unknown quantity. Instead of this unknown being represented with a symbol (as 
is done with most variables in middle school and beyond), it is represented with a 
concrete	object	(the	doghouse).	However,	students	are	still	asked	to	generalize	their	
arithmetic skills to find the number of bones in the doghouse. Students could find the

3+4=\gamma

_{3+1+1+1+1=7}

3+2+2=7

7-3=4

\gamma-4=3

^\!7\!-\!1\!-\!1\!-\!1\!-\!1\!=\!3

7 – 4 = 3
7 – 1 – 1 – 1 – 1 = 3
By providing opportunities for young students to think algebraically, we are teaching 
them to use variables and, as in the rabbit problem, they begin to see covariation

them to use variables and, as in the rabbit problem, they begin to see covariation 
among quantities (which serves as a pre-skill to understanding functions).
These examples are concrete in nature and allow students to use their understanding	of	numbers	and	operations	in	a	flexible	way.	However,	as	soon	as	we	represent the problem abstractly as 3 + x = 7 and expect students to solve for x in a specific 
and precise manner, many students begin to stumble and have difficulties. To be more 
realistic, we understand that most middle school students would have little difficulty 
with	this	example.	However,	given	a	slightly	more	complex	problem	such	as	the	grade	8	
item from the 2011 National Assessment of Educational Progress (NAEP) shown in 
Figure	1.3,	many	students	see	no	connection	between	this	abstract	representation	and

Figure	1.3,	many	students	see	no	connection	between	this	abstract	representation	and	
the concrete representations they worked with throughout elementary school.

the concrete representations they worked with throughout elementary school.
The solution appears as impossibly magical as pulling a rabbit out of a hat.
For	many	students,	the	leap	from	concrete	to	abstract	mathematical	representations is often the cause of their difficulties with mathematics, and algebra in particular. 
However,	 strong	 numeracy	 skills	 can	 help	 students	 transition	 from	 working	 with	
concrete representations to abstract algebraic reasoning and help them navigate the

mathematical magic.

E. 4

WHAT ARE NUMERACY SKILLS?
In thinking about what skills and knowledge students need to successfully transition 
from concrete mathematics in elementary school to abstract mathematics in high 
school algebra, several notable organizations have contributed their perspectives.

---

6 Building Numeracy in Middle School Students
The	National	Mathematics	Advisory	Panel	(NMAP;	2008),	a	presidential	panel	convened to address issues of mathematics underachievement, identified several foundational skills that support students’ algebra readiness, including fluency with whole 
numbers, fluency with fractions, and particular aspects of geometry and measurement. In this book, we highlight the importance of the first two foundational skills and

ment. In this book, we highlight the importance of the first two foundational skills and 
identify three key areas to support students’ readiness for algebra:

2. Conceptual understanding of rational number systems

1. Procedural fluency with whole number operations

3. Proficiency operating with rational numbers
These fundamental skills and knowledge can be seen as a progression that helps students	move	from	concrete	to	abstract	reasoning.	First,	students	develop	a	conceptual	
understanding of whole numbers (i.e., 0, 1, 2, 3, . . .) and then they gain skills in adding, 
subtracting, multiplying, and dividing whole numbers. As they gain proficiency with 
whole number operations, they are better able to verify the reasonableness of their 
solutions. Next, they build on and extend their conceptual understanding of whole 
numbers to develop a conceptual understanding of rational numbers (i.e., any number 
p
that can be written as q, where p and q are integers). Then, students integrate their 
conceptual understanding of rational numbers with their proficiency in whole number 
operations	to	compute	with	rational	numbers.	Finally,	students	combine	these	skills	
and knowledge to generalize arithmetic principles learned with whole and rational 
numbers to solve abstract problems involving symbolic notation. This progression,

\frac{p}{q}

numbers to solve abstract problems involving symbolic notation. This progression, 
illustrated	in	Figure	1.4,	helps	build	a	foundation	for	algebraic	reasoning.
These skills combine to contribute to students’ overall understanding of numbers, or numeracy. Numeracy, often called number sense, refers to a “child’s fluidity and flexibility with numbers, the sense of what numbers mean, and an ability 
to perform mental mathematics and to look at the world and make comparisons” 
(Gersten & Chard, 1999, pp. 19–20). You might think you have heard numeracy 
often referenced when talking about young students’ development of mathematics 
skills. You are right. In fact, in the Common Core State Standards in Mathematics 
(CCSS-M), number sense is referenced as students develop the concept of whole numbers in grade 1 and then begin to understand fractions in grade 5. There is no mention

In other words, even though numeracy is not explicitly mentioned within middle 
school content standards, it is implicit to students’ being able to meet those standards.
This chapter focuses on the three interconnected concepts, listed previously, 
that support students’ transition from concrete to abstract thinking and serve as the

bers in grade 1 and then begin to understand fractions in grade 5. There is no mention 
of numeracy or number sense in the middle grades content standards.
However,	if	you	look	closer	at	most	content	standards,	including	the	CCSS-M,	
you will see that middle school students are required to flexibly use numbers across 
number systems (whole numbers, integers, rational numbers). You will also notice 
that students need to use properties of operations lawfully and understand why they 
work. Students need to apply their knowledge to problem-solving scenarios to make 
predictions or solve the situation. You will see that students need to operate proficiently with whole numbers, integers, and rational numbers, and understand, justify, 
and evaluate outcomes of operations. These skills all relate to students’ number sense. 
What’s more, these also all relate to students’ development of algebraic reasoning. 
In other words, even though numeracy is not explicitly mentioned within middle

---

Figure 1.4. Progression of skills that help to build a foundation for algebraic reasoning.

specifically on students’ ability to work with properties of operations; conceptual 
understanding of rational number systems; and proficiency with rational number

upon to strengthen each of the three pillars.

understanding of rational number systems; and proficiency with rational number 
operations.
Just as pillars support the structure of a building, we can regard these foundational skills as pillars serving to support students’ algebraic reasoning. This relationship	is	illustrated	in	Figure	1.5.	The	subsections	that	follow	describe	what	each	pillar	
“looks like” when students demonstrate these skills in the classroom. Each subsection also highlights core mathematical concepts that middle school teachers can focus go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

Figure 1.5. The three pillars of algebraic reasoning.

word problems on tests; he gets frustrated when trying to set up the problem and has 
difficulty deciding how to solve it.
Jailynn is a seventh-grader who does well in her mathematics class but doesn’t think 
of herself as a “math person.” She isn’t able to execute complex algorithms in her head 
and is often the last to complete her mathematics tests. She likes word problems and is 
able to correctly translate the word problem to a symbolic problem and find the solution.

She takes her time to complete her mathematics tests because she verifies her answers.
Which student would you say has greater procedural fluency? Although Landon 
can quickly execute operations and has developed mental arithmetic strategies, when 
given a mathematics problem in context, he struggles to select the appropriate operation and execute a strategy to solve it. Jailynn, on the other hand, may lack speed and 
the ability to perform complex mental arithmetic, but she understands the operations 
in novel contexts, effectively employs the algorithms, and can use different solution 
strategies to verify her answers. Both students possess unique but important aspects

---

Laying the Foundation for Algebra 
Being procedurally fluent allows students to devote more of their attention to working out more complex problems, connecting the procedures with concepts, and seeing 
relationships among quantities. Also, arithmetic skills of upper elementary (Bailey, 
Siegler,	&	Geary,	2014;	Hecht,	Close,	&	Santisi,	2003)	and	middle	school	(Hecht,	1998)

Siegler,	&	Geary,	2014;	Hecht,	Close,	&	Santisi,	2003)	and	middle	school	(Hecht,	1998)	
students significantly contribute to their ability to perform fraction computation.
Although many people would have said that Landon had greater procedural 
fluency than Jailynn because of the speed with which he computes as well as the mental strategies he employs, we can see from this definition that he lacks some of the 
other components of procedural fluency. Jailynn, who many people would have said 
was not procedurally fluent because she lacks speed and mental arithmetic strategies, has other skills that contribute to her proficiency with procedures. Although 
proficient in some aspects of whole-number operations, both of these students may 
encounter difficulties as they make the transition from concrete arithmetic to more 
abstract algebraic thinking. As a middle school mathematics teacher, you will teach 
students like Landon and Jailynn, and your task will be to help them both develop a 
deeper understanding of numbers, or numeracy, in order to strengthen their proce-

deeper understanding of numbers, or numeracy, in order to strengthen their procedural fluency. Doing so involves working with properties of operations.
For	 middle	 school	 students,	 advancing	 their	 procedural	 fluency	 with	 whole	
numbers to the point where it will support their algebraic reasoning involves understanding and being able to apply basic properties of operations. The basic properties 
of operations that support algebra readiness include the distributive property, the 
commutative and associative properties of addition and multiplication, the identity elements for addition and multiplication, the inverse properties of addition and 
multiplication, and mathematical equality. Examples of these properties are shown

multiplication, and mathematical equality. Examples of these properties are shown 
in Table 1.1.
For	Landon,	understanding	these	properties	of	operations	will	help	him	understand the relationships among operations to be able to use them more flexibly when 
solving	 word	 problems.	 For	 Jailynn,	 building	 proficiency	 with	 these	 properties	 of	
operations will increase her procedural efficiency so she becomes faster and better 
able to compute using mental arithmetic strategies. In other words, working with 
properties of operations strengthens students’ conceptual understanding and their

properties of operations strengthens students’ conceptual understanding and their 
procedural fluency.
In	their	2008	publication	on	learning	processes	for	NMAP,	Geary	and	his	col-

| Property | Example |
| --- | --- |
| Distributive | 4(2+3)=(4×2)+(4×3) |
| Commutative | Addition:5+7=7+5Multiplication:6×4=4×6 |
| Associative | Addition:(1+3)+2=1+(3+2)Multiplication:(4×5)×2=4×(5×2) |
| Identity | Addition:7+0=0+7Multiplication:7×1=1×7 |
| Inverse | Addition:5+(-5)=0Multiplication:6×$\frac{1}{6}$=1 |

Table 1.1. Properties of operations that support algebra readiness

Excerpted from Teaching Math in Middle

4(2+3)=(4\times2)+(4\times3)

---

10 Building Numeracy in Middle School Students
students become procedurally proficient. Students who understand properties of 
operations can efficiently solve arithmetic problems, identify and correct errors, apply 
algorithms in contextualized settings, and generalize their understanding to novel 
situations. Also, as your students get better at using properties of operations to operate 
with whole numbers, they should be able to transfer their knowledge to solve problems 
with rational numbers as well as with symbols. This forms the foundation for their

Building Numeracy in Middle School Students
students become procedurally proficient. Students who understand properties of 
operations can efficiently solve arithmetic problems, identify and correct errors, apply 
algorithms in contextualized settings, and generalize their understanding to novel 
situations. Also, as your students get better at using properties of operations to operate 
with whole numbers, they should be able to transfer their knowledge to solve problems 
with rational numbers as well as with symbols. This forms the foundation for their

with rational numbers as well as with symbols. This forms the foundation for their 
ability to lawfully manipulate numbers and symbols to solve algebraic problems.
Because properties of operations have been part of most elementary and middle school content standards for years, you might ask why we are emphasizing the 
importance of these skills now. Even though these skills are in the content standards, 
many textbooks and other instructional materials have done little to help students

many textbooks and other instructional materials have done little to help students 
understand properties of operations beyond learning their definitions. In fact, state

ability to label the property of operation correctly.

(1+4)+8=1+(4+8)

(1	+	4)	+	8	=	1	+	(4	+	8)

A. Associative property

B. Commutative property

C. Distributive property

D. Identity property
However,	these	items	don’t	assess	whether	students	can	use	the	properties	flexibly	to	
solve problems. Two properties are particularly valuable for helping middle school 
students develop conceptual understanding and procedural fluency: mathematical

is more, if students do not understand mathematical equality, they may continue 
to think of mathematics as mysterious magic that abides by made-up rules.
Understanding mathematical equality means that students see the equal sign as 
bridging	equivalent	relationships	between	expressions	(Baroody	&	Ginsburg,	1983).	
Knowing that the equal sign indicates that the quantities are equivalent helps students understand the reasons for rules such as “If you do something to one side, you 
have	to	do	the	same	thing	to	the	other	side.”	However,	in	the	elementary	school	grades,	
the equal sign is often viewed as an operator symbol that directs students to do something.	For	example,	if	a	teacher	writes	“46	–	14	=”	on	the	board,	most	students	would	
“do” the subtraction and produce the correct answer of 32. In these instances, students learn that the equal sign is a command that directs them to operate. Some students will either directly or indirectly assume that answers to problems such as these

^46-14=^{9} go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

Laying the Foundation for Algebra

46\mathrm{~}-6\mathrm{~}-8

46\mathrm{~-~}10\mathrm{~-~}4

(46+4)-14-4

(45+1)-(15-1)

(45 1 1) 2 (15 2 1)

46	–	10	–	4	or	(45	+	1)	–	(15	–	1)	would	be	discounted	as	incorrect.	This	type	of	instruction focuses often on what procedure students are to follow when they see the equal 
sign, rather than on developing students’ conceptual understanding of what the equal 
sign means. This assumption will limit students’ ability to think flexibly about quanti-

sign means. This assumption will limit students’ ability to think flexibly about quantities and manipulate numbers to solve algebra problems.
As a middle school mathematics teacher, you may find some students come to 
your classes with these assumptions ingrained in their thinking. They may argue and 
protest or think you are invoking more mathematical magic when you tell them that 
there	are	multiple	ways	to	represent	the	solution	to	46	–	14,	as	shown	in	Figure	1.6.	
To help students see the lawfulness of these solutions, you will likely need to design 
your instruction carefully to help students identify their misunderstandings and then 
work to reinforce the meaning of mathematical equality. (See the instruction chapters 
in Section II of this book for information on the importance of dispelling misconceptions [Chapter 4] and guidance on designing instruction to overcome misconceptions [Chapter 7].) Beginning first with whole number operations and then increasing 
the complexity by introducing variables, you can demonstrate that the meaning of 
mathematical equality remains constant when working with concrete to abstract 
representations. The reward for the hard work of learning this important property of 
operations will come when students can flexibly work with numbers to solve increas-

tion. Specifically, understanding this property can help students like Jailynn perform 
mathematical operations faster and more efficiently.
As students build their procedural fluency, some students may need additional 
help	 in	 developing	 strategies	 to	 increase	 their	 efficiency.	 For	 example,	 Jailynn	
struggles to carry out operations quickly and is not able to perform complex mental	arithmetic.	Her	inefficiency	may	become	a	burden	for	solving	increasingly	com-

2(3+x)=23 go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

12 Building Numeracy in Middle School Students

| FOIL method | Distributive property method |
| --- | --- |
| (4+x)(3+x) | (4+x)(3+x) |
| First terms:(4)(3)=12 | Distribute the 4 across the second expression:(4)(3)=12 |
| Outside terms:(4)(x)=4x | (4)(x)=4x |
| Inside terms:(x)(3)=3x | Distribute the x across the second expression:(x)(3)=3x |
| Last terms:(x)(x)=x2 | (x)(x)=x2 |
| Solution:$x^{2}+3x+4x+12=x^{2}+7x+12$ | Solution:$x^{2}+3x+4x+12=x^{2}+7x+12$ |

(4+x)(3+x)

(4+x)(3+x)

(x)(3)=3x

(x)(x)=x^{2}

(x)(x)=x^{2}

x^{2}+3x+4x+12=x^{2}+7x+12

\frac{501+00}110x x^{2}+3x+4x+12=x^{2}+7x+12

distributive property may help her turn complex problems into simple arithmetic that 
she	can	easily	solve	in	her	head.	Consider	the	problem	42	×	63.	Using	place	value	and	
the distributive property, this problem can be written as the sum of two expressions 
that	are	much	less	complex:	[(42	×	6)	×	10]	+	(42	×	3).	If	Jailynn	is	not	ready	to	compute	
two-digit by one-digit multiplication in her head, the problem can be further decomposed	into	single	digit	multiplication:	(40	×	60)	+	(2	×	60)	+	(40	×	3)	+	(2	×	3).	Using	the	
distributive property in this way can help students like Jailynn increase their speed in

((40\times80)+(2\times80)+(40\times3)+(8\times3)

distributive property in this way can help students like Jailynn increase their speed in 
executing algorithms as well as develop strategies for mental computation.
Another important reason for having a thorough understanding of the distributive property is that it demystifies some of the “tricks” students learn to solve problems 
in	 algebra.	 For	 example,	 the	 FOIL	 method	 is	 routinely	 used	 to	 multiply	 binomials.	
The	FOIL	mnemonic	represents	the	steps	students	take	to	multiply	the	first terms 
in each binomial, then the outside terms, then the inside terms, and then the last 
terms.	Although	this	is	technically	correct,	the	FOIL	method	is	nothing	more	than	an

ab
Figure 1.7. Example of a visual representation to help students understand how the distributive

terms.	Although	this	is	technically	correct,	the	FOIL	method	is	nothing	more	than	an	
application of the distributive property, as shown in Table 1.2.
As	teachers	clutter	the	curriculum	with	tricks	like	the	FOIL	method,	students	
become less certain of which actions are lawful and begin to see mathematics as a 
series of seemingly random rules that are memorized and applied in special circumstances.	Visual	representations,	like	the	one	shown	in	Figure	1.7,	can	be	used	to	help

---

Laying the Foundation for Algebra 
students conceptually understand why the distributive property works as it does. 
Conceptually understanding the distributive property addresses both potential gaps 
in applying the procedures and improves efficiency. This may be particularly helpful 
for students who see the distributive property as a set of rules that must be followed in

for students who see the distributive property as a set of rules that must be followed in 
a certain order.
Although we have highlighted mathematical equality and the distributive property here, students’ understanding of other properties of operations is an important 
component of numeracy that will help them develop proficiency with whole number 
operations and, ultimately, to apply algorithms to solve algebraic problems. As students 
become proficient in using properties of operations with numeric representations, 
they can generalize their knowledge to solve increasingly more abstract problems in

algebra.

The Second Pillar: Understanding Rational Numbers Conceptually
Young children understand the meaning of numbers from a very young age, and—even 
without knowing it—they have a firm grasp of concepts such as cardinality (“I got 
two cookies from Ms. Robinson”) and even the ordinal meaning of numbers (“I came 
in first place in the race”). Quickly, they begin to understand concepts such as quantity 
(“I have a lot of cookies”) and can begin to make quantity comparisons (“No fair! You 
got more cookies than me”). Soon, an understanding of number as a distance between 
points develops (“I can jump over three boxes”) and distance comparisons (“It is 
taking forever to get to Grandma’s. Are we there yet?”). In each of these instances, 
children’s conceptual understanding of whole numbers is rooted in concrete experi-

children’s conceptual understanding of whole numbers is rooted in concrete experiences, objects, or representations.
Once schooling starts, students begin to formalize their understanding of natural numbers and then extend this understanding to whole numbers. They understand 
that numbers represent quantities with magnitude. They understand that equivalent 
representations of numbers have the same quantity. Although understanding natural and whole numbers lays the foundation for students to perform operations and 
then later develop a conceptual understanding of integers and rational numbers, an 
essential ingredient to this mix is students’ understanding of the concept of place 
value. Place value is the value of a digit in a base-10 system and is typically referenced 
as a shorthand notation for writing numbers. Connections among these different

help them generalize their knowledge of operations with whole numbers to operations 
with rational numbers.
Consider	the	two	problems	shown	in	Figure	1.9.	Although	both	items	assess	
the same grade 5 content standard from the CCSS-M that states “read, write, 
and compare decimals to thousandths” (5.NBT.3), they are tapping into different 
dimensions of students’ understanding. The item on the left assesses students’ 
knowledge of place value vocabulary (hundredths place) and ability to recognize

---

Figure 1.8. Connections among different conceptual understandings in mathematics: natural and whole

conceptual understanding of place value by asking students to identify the value 
of each digit within a given number as well as identify how the digits relate to 
each other to form the number. Also, the students’ knowledge of place value with 
whole numbers is integrated into their knowledge of place value with decimals. 
Constructing learning and assessment opportunities that integrate these important dimensions of place value provides the foundation for understanding rational

| Which digit is in the hundredths place in 536.184? | What is the value of 8 in 536.184? |
| --- | --- |
| Answer:8 | Answer:8×($\frac{1}{100}$) |

\ {{\sfsf n n s w e r}}\ {\textstyle{8}}\times\left(\frac{1}{100}\right)

1
Answer: 8 Answer: 8 × ()
100
Figure 1.9. Comparison of two fifth-grade test items assessing different dimensions of students’ understanding of

tant dimensions of place value provides the foundation for understanding rational 
numbers.
As a middle school teacher, you know the struggles many students have when 
it comes to learning about rational numbers, particularly when learning about fractions. Even for students who have been historically successful in mathematics, 
learning fractions can be perplexing, vexing, and downright maddening. Students go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

Figure 1.10. Example of a shaded figure used

numbers that can serve as roadblocks for learning fractions—for example, consider

numbers that can serve as roadblocks for learning fractions—for example, consider 
the following:
•	 Misconception 1: “Size always matters.” Although this is the case for whole numbers, it does not always hold true for rational numbers. With whole numbers, size 
matters.	For	example,	the	area	of	the	two	shapes	in	Figure	1.10	is	different	because	
the	size	of	the	unit	square	is	different.	However,	when	talking	about	fractions,	the

proportion of the two shapes that is shaded is the same.
•	 Misconception 2: “Bigger numbers are bigger.” With whole numbers, “bigger” numbers	have	greater	quantity	(13	is	“bigger”	than	2).	However,	when	talking	about	frac-
(

\left\\\{{\frac{1}{13}}\right\

bers	have	greater	quantity	(13	is	“bigger”	than	2).	However,	when	talking	about	frac-
1
tions, “bigger” denominators indicate smaller quantities ( is “smaller” than )
13 21
•	 Misconception 3: “Multiplying makes numbers bigger.” When multiplying whole 
numbers,	the	product	is	a	larger	number	than	the	factors	(2	×	2	=	4).	However,	when	
()

(2\times2)=4,

\left({\frac{1}{2}}\times{\frac{1}{2}}\!=\!{\frac{1}{4}}\right)

numbers,	the	product	is	a	larger	number	than	the	factors	(2	×	2	=	4).	However,	when	
1
multiplying proper fractions, the product is a smaller number ( ×  = ).
21 21 4
•	 Misconception 4: “Dividing makes numbers smaller.” When dividing whole numbers,	the	quotient	is	a	smaller	number	than	the	dividend	(15	÷	5	=	3).	However,	
when dividing proper fractions, the quotient is a larger number than the dividend 
()

when dividing proper fractions, the quotient is a larger number than the dividend 
1 1 1
( ÷  = ).
15 5 3
Each of these overgeneralizations implies that students do not conceptually 
understand rational numbers. In some cases, students’ previous instructional experience	with	whole	numbers	or	fractions	has	caused	some	of	the	confusion.	For	example, instruction that overly relies on fraction models such as pizzas or pies can limit 
students’ understanding of the meaning of fractions. Relying too heavily on circular models may cause students to believe that fractions are always shaded parts of 
circles. Students may not make the connection that the model represents a numerical 
value unless other representations are presented to them (e.g., number lines). When 
students conceptually understand rational numbers, they understand that rational 
numbers represent quantity with magnitude. They understand that rational numbers 
have multiple representations (including fractions and decimals) but require equal

\left({\frac{1}{15}}\!\div\!{\frac{1}{5}}\!=\!{\frac{1}{3}}\right)

---

1
Figure 1.11.  Representation of  4  representing

\frac{4}{4}

Consider how students develop and demonstrate conceptual understanding of 
1
fractions, using the example of  4  to illustrate the progression. Initially, many stu-

\frac{1}{4}

1
fractions, using the example of  4  to illustrate the progression. Initially, many students	would	generate	a	representation	like	the	one	shown	in	Figure	1.11.
Although this representation indicates an understanding of equal partitioning of 
a whole, it does not represent a full understanding of the meaning of fractions. As students gain greater awareness that fractions can represent equal partitioning of a set,

\frac{1}{4}

dents gain greater awareness that fractions can represent equal partitioning of a set, 
1
they might represent  4 	as	shown	in	Figure	1.12.
Still, to understand fractions conceptually, students should know that fractions 
are numbers with magnitude that can be used to measure quantities. Representing 
1
the fraction  4  using a number line would indicate a deeper conceptual understanding,

\frac{4}{4}

1
the fraction  4  using a number line would indicate a deeper conceptual understanding, 
such	as	the	representation	in	Figure	1.13.
By representing a fraction as a point on a number line, students recognize a fraction as a quantity, or distance from zero, and see the meaning of equal partitioning 
of a number line. Students begin to compare the quantity of fractions and further 
develop and refine the mental number line they constructed for whole numbers in 
elementary school. They also begin to understand that whole numbers can be represented as fractions and that fractions can be greater than or less than 1, as well as

1
Figure 1.12. Representation of  4 representing understanding of equal partitioning

\frac{1}{4}

resented as fractions and that fractions can be greater than or less than 1, as well as 
less than 0.
As students understand the magnitude of a fraction, students would represent

\frac{1}{4} go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

012
1
Figure 1.13. Representation of  4  representing understanding 
that fractions are numbers with magnitude that can be used to

\frac{4}{4}

As students generate increasingly more sophisticated representations of fractions (as depicted in this progression), they demonstrate deep conceptual understanding that includes recognizing fractions as quantities with magnitude, and they 
understand the importance of equal partitioning. Students can then integrate their 
conceptual understanding of rational numbers with their knowledge of natural and 
whole number systems to increase their flexibility when working with these numbers. 
For	example,	students	can	use	composition	and	decomposition	to	reason	about	equivalent fractions, and similarly, decimals. Imagine that a student, Matt, conceptually 
1 1 2
understands the quantity   .	He	should	be	able	to	recognize	that 	 +  =   is an equiva-
21 4 4 4
lent representation to    because the magnitude of the representation has not changed 
21
even if the quantity is divided into more equal parts. An equivalent fractions chart 
like	the	one	in	Figure	1.15	is	often	used	to	teach	students	about	equivalent	fractions.	
Although this chart can be used as a quick reference, students shouldn’t need to memorize this chart if they have a solid conceptual understanding of fractions as quanti-

{\frac{1}{4}}\ +\ {\frac{1}{4}}\,{\={\frac{2}{4}}}

{\frac{1}{2}}

\ \frac{1}{2}

orize this chart if they have a solid conceptual understanding of fractions as quantities with magnitude.
In summary, students’ understanding of natural and whole number systems—
place value, in particular—supports their conceptual understanding of rational numbers. In turn, this conceptual understanding of rational numbers lays the foundation 
for success in future mathematics. In particular, conceptual understanding of rational	numbers	has	been	found	to	significantly	contribute	to	upper	elementary	(Hecht	
et	al.,	2003)	and	middle	school	(Hecht,	1998)	students’	ability	to	operate	and	estimate

Excerpted from Teaching Math in Middle

012
Figure 1.14. Representation of 14 representing understanding of the

with fractions as well as students’ ability to set up word problems.

The Third Pillar: Developing Proficiency With Rational Number Operations
As we mentioned, many middle school students struggle with fractions. Their limited conceptual understanding is often observed in their confusion with fraction 
operations. Researchers have found that a strong understanding of foundational 
fraction	 concepts	 predicts	 fluency	 with	 fraction	 operations.	 However,	 we	 often	
do not know that students struggle with basic fraction concepts until we get to 
operations.

\frac{1}{4} go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

12

Students develop proficiency with fractions in a number of different ways. 
Hallett,	Nunes,	and	Bryant	(2010)	found	at	least	five.	Some	students	have	stronger	
conceptual knowledge and weaker procedural knowledge; others have stronger procedural knowledge and weaker conceptual knowledge. Some have average amounts 
of both, whereas others have strong knowledge of both. This information seems 
intuitive, but researchers found something interesting when they looked at students’ 
ability to solve fraction problems and reason quantitatively. Students with stronger 
conceptual understanding of fractions outperformed students with average procedural knowledge, but students with stronger procedural knowledge did not outperform students with average conceptual knowledge. In other words, higher levels of 
conceptual understanding may help students compensate for average procedural 
knowledge of fractions, but higher levels of procedural knowledge may not have the

knowledge of fractions, but higher levels of procedural knowledge may not have the 
same effect on performance.
Conceptual understanding of fractions also extends to conceptually understanding the algorithms that govern operations with fractions. Because operations with 
fractions may seem counterintuitive to many students, grounding instruction in 
fraction concepts and the underlying mathematical rationale for the algorithm may 
help students see through the magic’s smoke and mirrors to understand the meaning 
of the operations. Once students understand the lawfulness of the algorithms, they 
can begin to see how the procedures can be applied in general. This is an important go to https://products.brookespublishing.com/Teaching-Math-in-Middle-School-P1132.aspx

Laying the Foundation for Algebra 
Dividing fractions is one of the most vexing	of	the	operations.	First,	many	students	
(and adults) have a difficult time explaining a 
situation that involves division of fractions. 
Textbooks often provide a limited number of 
situations that can be conveniently modeled 
using ribbon or string. Although these models 
help introduce students to the algorithm and

Dividing fractions is one of the most vexing	of	the	operations.	First,	many	students	Strong conceptual under-
(and adults) have a difficult time explaining a standing of fractions may 
situation that involves division of fractions. 
compensate for weaker 
Textbooks often provide a limited number of 
situations that can be conveniently modeled procedural fluency, but the

help introduce students to the algorithm and 
provide some context for developing conceptual understanding, they often focus on the measurement model of division (and do 
little to develop the partitive model or the product-and-factors model) and leave stu-

little to develop the partitive model or the product-and-factors model) and leave students with an incomplete picture of division of fractions.
To demonstrate how to build conceptual understanding of the meaning of division	of	fractions,	we	provide,	in	Figure	1.16,	an	example	of	how	teachers	can	build	
on students’ conceptual understanding of fractions to develop the meaning of divi-

| Problem: Vanessa has $2\frac{5}{8}$ feet of rope. She wants to cut the rope into $\frac{1}{2}$ foot sections. How many $\frac{1}{2}$ foot sections of rope will she have? |  |
| --- | --- |
| What is the problem asking? | How many $\frac{1}{2}$ units of length are in $2\frac{5}{8}$? |
| Model $2\frac{5}{8}$ on a number line | 0 1 2 3 |
| Add a fraction model of $2\frac{5}{8}$ to the number line | 0 1 2 3 |
| Divide the model into $\frac{1}{2}$ units | 0 1 2 3 |
| Determine the number of $\frac{1}{2}$ units in $2\frac{5}{8}$ | There are five $\frac{1}{2}$ units and $\frac{1}{4}$ of a $\frac{1}{2}$ unit.
Therefore, $2\frac{5}{8}+\frac{1}{2}=5\frac{1}{4}$. |

2{\frac{5}{8}}

\frac{1}{2}

{\frac{1}{2}}

p^{\frac{5}{8}}

2{\frac{5}{8}}2

\frac{1}{2}

Figure 1.16. Example of how teachers can build on students’ conceptual understanding of fractions to develop the

\frac{1}{4}

\frac{1}{2}

---

20 Building Numeracy in Middle School Students

| Properties of operations | Algebraic examples | Numeric examples |
| --- | --- | --- |
| Division is the inverse operation of multiplication | M÷N=X(N≠0)Leftrightarrow M=X×N(N≠0)(1) | 32÷10=x32=x×10 |
| Given | Put M=$\frac{a}{b}$,N=$\frac{c}{d}$,and X=$\frac{x}{y}$($b\neq0,d\neq0,y\neq0$) | M=$\frac{7}{16}$N=$\frac{3}{8}$x=$\frac{x}{y}$ |
| Substitution | $\frac{a}{b}\div \frac{c}{d}=\frac{x}{y}$ | $\frac{7}{16}\div \frac{3}{8}=\frac{x}{y}$ |
| Fundamental theorem of fractions | by(1)$\frac{a}{b}=\frac{x}{y}\times\frac{c}{d}$ | $\frac{7}{16}=\frac{x}{y}\times\frac{3}{8}$ |
| Identity property of multiplication | multiply both sides by $\frac{d}{c}$$\frac{a}{b}\times\frac{d}{c}=\frac{x}{y}\times\frac{c}{d}\times\frac{d}{c}$ | $\frac{7}{16}\times\frac{8}{3}=\frac{x}{y}\times\frac{3}{8}\times\frac{8}{3}$ |
| Multiplicative inverse | $\frac{c}{d}\times\frac{d}{c}=1$\frac{a}{b}\times\frac{d}{c}=\frac{x}{y}$ | $\frac{3}{8}\times\frac{8}{3}=1$\frac{7}{16}\times\frac{8}{3}=\frac{x}{y}$ |
| If a=b and b=c,then a=c | $\therefore\frac{a}{b}\div \frac{c}{d}=\frac{a}{b}\times \frac{d}{c}$ | $\therefore\frac{7}{16}\div \frac{3}{8}=\frac{7}{16}\times \frac{8}{3}$ |

\left(\ \mathsf{N}\neq\dot{0}\right)\ (1)

32\div10=x

32\ {\ =\ }{\\}x\ {10}

\mathsf{P u t}\,\mathsf{M}=\frac{a}{b}\,,\mathsf{N}=\frac{c}{d}\,,mathsf{a n d}\,\mathsf{X}=\frac{x}{\gamma}

M=\frac{7}{16}

(b\neq0,d\neq0,\gamma\neq0)

\mathbb{N}\!=\!\frac{3}{8}

\ \!{\mathsf{X}}\!=\!{\frac{\chi}{\gamma}}

\frac{a}{b}\div\frac{c}{d}\,=\,\frac{x}{y}

\frac{7}{16}\!\div\!\frac{3}{8}\!=\!\frac{x}{y}

\scriptstyle{\frac{7}{16}}\ {=\,{\frac{x}{y}}}\times{\frac{3}{8}}

\underline{{\ \ \ \ \ \}\}underline{{\ \\},\mathsf{m u l i i p h\,s i d e s\,b\ ,!,,,}}\ underline{

{\textstyle\frac{7}{16}}\times{\textstyle\frac{8}{3}}\ {\textstyle=\ }frac{x}{\gamma}\times{\textstyle\frac{3}{8}}\times{\textstyle\frac{8}{3}}

\ {\frac{\frac{c}{d}\times{\frac{d}{c}}=1}{\gg}}{\frac{a}{b}\times{\frac{d}{c}}=\frac{x}{y}}

\frac{\frac{3}{8}\times\frac{8}{3}=1}{\ \

\ =b

\ \ ,,,,,,,,,

\therefore\frac{a}{b}\div\frac{c}{d}=\frac{a}{b}\times\frac{d}{c}

\therefore\frac{7}{16}\div\frac{3}{8}=\frac{7}{16}\times\frac{8}{3}

If a = b and b = c, then a = c

Source: Ketterlin-Geller & Chard (2011).
but instead to illustrate the integration of students’ conceptual understanding of

but instead to illustrate the integration of students’ conceptual understanding of 
fractions.
For	many	students,	the	second	troubling	aspect	of	dividing	fractions	is	the	
algorithm. Although the algorithm (affectionately called “invert and multiply”) is 
straightforward and easy to execute, many students do not understand why or how it 
works—further	adding	to	the	magic	and	mystery.	Having	a	conceptual	understanding	
of the meaning of division of fractions is important, but students also need to under-

and advanced quantitative reasoning skills necessary for algebra.

guide but should be discussed or reviewed with students to verify their conceptual 
understanding of the algorithm.
Algorithms for operations with fractions need to be grounded in students’ conceptual understanding of fractions but also need to be taught conceptually. Conceptual approaches to teaching the meaning of operations with fractions and the 
mechanics of the operations may support subsequent fraction problem-solving skills

---

Laying the Foundation for Algebra 
need to be taught as integrated concepts to build a deeper level of mathematical

need to be taught as integrated concepts to build a deeper level of mathematical 
proficiency.
Students’ development of conceptual understanding begins as they work with 
number systems, properties, and operations. As students understand and use their 
numeracy, basic and advanced, it demystifies algebra and allows them to see that 
algebra is a way of using the knowledge they have learned across the number systems. 
Foundational	understanding	of	how	number	systems	relate,	what	lawful	properties	
can be depended on across the systems, and why and how the operations can be used 
should be developed and strengthened as new number concepts and properties are 
introduced. This level of numeracy helps students develop algebraic reasoning and 
supports their lawful application of skills and knowledge to solving abstract problems. 
Given that algebraic reasoning is essential to college and career readiness, it is critical

that students have a solid foundation for algebra.

SUMMARY: THE PILLARS OF ALGEBRAIC REASONING
This chapter identified three pillars of algebraic reasoning: 1) procedural fluency with 
whole number operations, 2) conceptual understanding of rational number systems, 
and 3) proficiency operating with rational numbers. These pillars serve as the foundation of algebraic reasoning. We also discussed the importance of mathematical equality and properties of operations. These ideas support the pillars and enable students 
to be flexible and efficient with numbers. Conceptual understanding is central to all

of these ideas.

ADDITIONAL RESOURCES
You may wish to consult the following resources to learn more about the topics discussed in this chapter.
Geary,	D.	C.,	Boykin,	A.	W.,	Embretson,	S.,	Reyna,	V.,	Siegler,	R.,	Berch,	D.	B.,	&	Graban,	J.	(2008).	
Chapter 4: Report of the Task Group on Learning Processes. Retrieved from http://www
.ed.gov/about/bdscomm/list/mathpanel/report/learning-processes.pdf
National	 Mathematics	 Advisory	 Panel.	 (2008).	 Foundations for success: The final report of 
the National Mathematics Advisory Panel. Retrieved from https://www2.ed.gov/about
/bdscomm/list/mathpanel/report/final-report.pdf
Siegler,	R.,	Carpenter,	T.,	Fennell,	F.,	Geary,	D.,	Lewis,	J.,	Okamoto,	Y.,	.	.	.	Wray,	J.	(2010).	Developing effective fractions instruction for kindergarten through 8th grade: A practice guide (NCEE 
#2010-4039). Washington, DC: National Center for Education Evaluation and Regional 
Assistance, Institute of Education Sciences, U.S. Department of Education. Retrieved from
