Reversible reasoning and the working backwards problem solving strategy.
Ramful, Ajay
Introduction
Making sense of mathematical concepts and solving mathematical
problems may demand different forms of reasoning. These could be either
domain-based, such as algebraic, geometric or statistical reasoning,
while others are more general such as inductive/deductive reasoning.
This article aims at giving visibility to a particular form of reasoning
which Piaget referred to as reversibility of thought or equivalently
reversible reasoning (Inhelder & Piaget, 1958). Reversible reasoning
essentially involves reasoning from a given result to the source
producing the result. Using examples from the school mathematics
curriculum, this article illustrates how this mode of reasoning may be
involved in the solution of mathematical problems. Further, it provides
a strategy to foster reversible reasoning by formulating tasks in a
primal and dual mode. Simultaneously, the article explains why such a
mode of reasoning is essential in developing flexibility in thinking.
Working backwards and reversible reasoning
Firstly, a brief overview of the two main ideas--namely working
backwards and reversible reasoning--is presented to set the context of
the discussion. Among the range of problem solving strategies in
mathematics, working backwards is a particularly useful method in
situations when the end result of a problem is known and one has to find
the initial quantity. As clearly distinguished by Polya (1945/1988) in
'working forwards', we start from the given initial situation
(initial state) to the desired final goal (goal state), from data to
unknown. In "working backwards', "we start from what is
required and assume what is sought as already found", or "from
what antecedent the desired result could be derived" (p. 227). In
working back-wards, it is often required to reverse the operations as in
finding the inverse of a function (e.g., y = 4x + 1). Not only are the
operations reversed but the sequence of the operations is also reversed
as is schematically illustrated in Figure 1.
[FIGURE 1 OMITTED]
Working backwards is thus analogous to an unwinding or undoing
action. In playing the situation backward, one has to identify the goal
state and the operations and imagine reversing the operations. To work
backward, often one has to reverse a mental or physical action to return
from the result of a process to the start of the process. Inhelder and
Piaget (1958) described this mode of reasoning as reversibility of
thought. To make this idea more concrete, consider the following
problem: Jim has 5 marbles. He has 8 fewer marbles than Connie. How many
marbles does Connie have? (Carpenter & Moser, 1983, p.16). To solve
this question, the problem solver has to realise that if Jim has 8 fewer
marbles than Connie then the latter has 8 more marbles than Jim, that
is, the problem solver has to reverse their thought process. Inhelder
and Piaget (1958) called this form of reversible reasoning negation or
inversion. Similarly, if one knows that quantity A is greater than B,
then one has to reverse their thought to deduce that quantity B is less
than quantity A.
Consider another common problem from school mathematics concerned
with percentage increase or decrease. For instance, after a 10%
reduction, the price of a laptop went down to $600. What was the
original price of the laptop? To solve this problem, one has to make the
inference that the current price ($600) represents 90% of the original
price. This inference rests on the realisation that the original price
of the laptop (an unknown quantity) is equivalent to 100%. However,
since there is a 10% reduction, the current price is 90% of the original
price. In solving the laptop problem, one is not inverting a particular
operation or order of a process to find the original price of the laptop
but rather one is compensating for the reduction (by considering 100%
-10% = 90%). Thus this type of inference allows us to go back to find
the unknown starting quantity (the original price of the laptop).
Inhelder and Piaget (1958) called this form of reversible reasoning as
compensation. Hackenberg (2010) describes compensation in terms of
creating a state equivalent to the original state or "a
transformation back and forth between equivalent states" (p. 425)
to find the starting unknown quantity.
To make this mode of reasoning more explicit, one must distinguish
between two types of problems: primal and dual. In the primal problem,
the source and relation are specified and the aim is to find the result.
In the dual problem the result and the relation are specified and the
aim is to find the source. Figure 2 provides a diagrammatic illustration
of the primal-dual pair.
[FIGURE 2 OMITTED]
Example problems
Five example problems from different areas of mathematics are
provided to illustrate how this mode of reasoning may be involved. These
are: fractions, percentage, algebra, geometry, and data. The same
problem is reformulated from the primal to the dual form.
Example 1: Fractions
* Primal problem: A parking lot can contain a maximum of 45 cars.
How many cars can 2/3 of the parking lot contain?
* Dual problem: There are 30 cars in a parking lot. This is 2/3 of
the number of cars that the parking lot can contain. How many cars can
the parking lot contain?
In the primal problem, one has to find a part from a given whole.
In the dual problem, the part is given and one has to construct the
whole. Thus, if 2/3 of the number of cars represents 30, this means that
1/2 of 2/3, that is, 1/3 represents 15 cars. Therefore, one whole, which
can be made from 3 one third units, corresponds to 3 x 15 cars = 45
cars. Clearly, the dual problem creates more context for deep
mathematical thinking.
Example 2: Percentage
* Primal problem: Megan contributed $32 to a charity fund. Jessica
contributed 175% of what Megan contributed. How much did Jessica
contribute?
* Dual problem: Jessica contributed $56 to a charity fund. This
represents 175% of the money that Megan contributed. How much money did
Megan contribute?
The primal problem involves a multiplying action, 175% of $32 =
$56. However, the dual problem requires the realisation that 175% of an
unknown quantity (Megan's share) represent $56. Thus, to construct
100%, one has to find a way to 'get rid' of the extra 75%. One
way to proceed is to interpret 175% as 1 3/4 or 7/4 (that is, 7 quarters
or 7 one-fourth units). Thus, 7/4 of the unknown quantity represents $56
and therefore 1/4 of the unknown quantity represents 56/7 = $8 and 4
one-fourth units represents $8 x 4 = $32. Another approach could be to
reason as follows: 175% represents $56; 1% represents $56/175; and 100%
represents $56/175 x 100 = $32
One of the intuitive responses for the dual problem is illustrated
in Figure 3. The Year 7 student took 1 3/4 of the given quantity, that
is 1 3/4 of 56, rather than finding the quantity which when multiplied
by 1 3/4 yields $56. First, she divided 56 by 4 to obtain 14
(representing 1/4 of 56). Then she multiplied 1 3/4 by 3 to get 42
(representing 3/4 of 56). Eventually, she added 56 (representing 1
whole) to 42 (representing 3/4) to obtain 98. Discussing the primal and
dual problems with students in conjunction can potentially lead students
to appreciate the subtle difference between these two related problems.
Further, the dual problem may also prompt students to think in terms of
an unknown quantity.
[FIGURE 3 OMITTED]
Example 3: Algebra
* Primal problem: Evaluate the expression 100 - 57/x given that x =
3.
* Dual problem: Find the value of x in 100 - 57/x = 81.
The primal problem merely requires the substitution of x = 3 in the
expression and evaluating the expression to produce the result. Thus, it
requires working in a forward direction. The dual problem can be solved
in a number of ways. One possible method is as follows: '100 minus
what equals 81?' [19] and '57 divides by what makes 19'
[3]. This requires reversible reasoning in the sense that one has to
work back to think that if 100 minus a number equals 81 then 100 minus
81 should be the number. Similarly, if 57 divides by a number gives 19,
then 57 divides by 19 produces the unknown number. Another way of
solving this problem is to multiply the left hand side and right hand
side of the equation by x. Conceptually, this is based on the
realisation that multiplying the two sides of the equation by x does not
change the equation. Thus, 100x - 57 = 81x. Similarly, one can subtract
81x on either side of the equation without changing it to obtain 19x -
57 = 0. In the next step, 57 is added on both sides of the equation to
obtain 19x = 57. Finally, both sides of the equation is divided by 19 to
obtain x = 3. By performing similar operations on either side of the
equation, the problem solver is creating a system equivalent to the
original state to work back to determine the source (x = 3) that created
the result (81). Here, the automaticity and procedural swiftness with
which the problem solver manipulates the equation algebraically may
suppress the visibility of reversible reasoning. In fact, the importance
of reversibility in algebraic thinking has also been pointed out by
Driscoll (1999):
Effective algebraic thinking sometimes involves reversibility
(i.e., being able to undo mathematical processes as well as do
them). In effect, it is the capacity not only to use a process to
get to a goal, but able to understand the process well enough to
work backward from the answer to the starting point. (p.1)
Example 4: Geometry
* Primal problem: Find the gradient of the ramp in Figure 4.
* Dual problem: Create a ramp with the same steepness as the one
shown above but which has a base length of 13cm (Lobato &
Thanheiser, 2002). The primal problem involves working in a forward
direction (3 / 12). The dual problem, however, requires one to think of
a number which when divided by 13 gives 1/4. Thus, one has to multiply
13 by 1/4 to obtain the height.
[FIGURE 4 OMITTED]
Example 5: Data
* Primal problem: Four objects have weights 3kg, 4kg, 6kg, and 7kg.
What is the average weight of the four objects?
* Dual problem: The average weight of 4 objects is 5kg. Three of
the objects have respective weights 3kg, 4kg, and 6 kg. What is the
weight of the fourth object? (Zazkis & Hazzan, 1999, p.433).
The primal problem involves the addition of four numbers and the
division of the sum. In the dual problem, the result of the addition of
the four numbers and the subsequent division is known (i.e., the average
is known) and one has to find the fourth unknown number.
The importance of creating opportunities for fostering reversible
reasoning
Discussing the primal and dual tasks in conjunction allows students
to construct relations bi-directionally. For instance, in example 1,
students are prompted to articulate the multiplicative relationship
between the part and the whole. From this perspective, the primal-dual
pair generates situations that allow students to develop meaningful
concepts as well as exploring them in depth. The primal-dual pair may
also be regarded as generating conflicts to their instrumentally-packed
experiences.
The role of tasks and their consequences about how students engage
in sense-making have been pointed out by Stein, Grover, and Henningsen
(1996) who emphasised the importance of providing problematic situations
to students rather than algorithmic routines. They assert that carefully
chosen mathematical tasks can productively help students construct
mathematical meaning and may promote deep learning. The level and kind
of thinking that students engage in, determine what they will learn.
Dual problems can be regarded as a specific type of task with much
thought-revealing power. The dual formulation of problems may be used as
a strategy for rewording problems.
In line with current constructivist efforts to foster the
conceptual understanding of mathematical ideas, this paper offers one
way in which teachers may engage students in thinking about the
interrelationships between problem parameters by requiring them to work
bi-directionally from the source to the result and vice versa. This type
of mathematical articulation is consistent with the Australian
Curriculum: Mathematics (ACARA, 2014) which emphasises
'reasoning' as one of its proficiency standards and underlines
the necessity for students to develop capacity for logical thought. As
illustrated in the examples, the conversion of a primal problem in terms
of its corresponding dual counterpart can be a substantial resource in
reformulating common mathematical problems so that they become richer
tasks. Engaging students in such situations may provide teachers
valuable information about students' extant conceptions and enhance
their repertoire of knowledge to support their reasoning and problem
solving skills as well as their intellectual and dispositional growth.
Ajay Ramful
University of Canberra, ACT
<ajay.ramful@canberra.edu.au>
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