From Arithmetic
i n
L
c
Alerting a class to a connection between two familiar topics
Suppose a line contains the points
(−30, −12) and (10, 48). Find its
equation.
The approach often taught to solve
such a problem resembles a step-bystep recipe that starts as follows:
Step 1: Find the slope using “change
in y divided by change in x.” Students
usually memorize this initial step.
If they can find the equation, one
wonders whether they understand the
underlying concepts.
What follows is an approach to
teaching linear equations that is based
on students’ understanding of arithmetic sequences. Although these two
concepts are closely related, from our
experience we have learned that stu436
dents find arithmetic sequences more
intuitive and easier to grasp. The first
part of the article focuses on deriving
the essential properties of arithmetic
sequences by appealing to students’
sense making and reasoning. The
second part describes how to guide
students to translate their knowledge
of arithmetic sequences into an understanding of linear equations.
Ryota Matsuura originally wrote
these lessons for his mathematics
course for preservice elementary
teachers. Patrick Harless used the
lessons and the described approach
with his eighth-grade algebra students
and experienced success. The anecdotes drawn from Harless’s experience
provide insight into how teachers can
implement these ideas and how his
students made sense of arithmetic
sequences and linear equations.
Two forty-minute periods were
MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
●
Vol. 17, No. 7, March 2012
Copyright © 2012 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.
needed to introduce arithmetic
sequences. A third forty-minute
period was necessary to translate what
students learned about arithmetic
sequences into an understanding of
linear equations. (For complete lesson
plans, as well as the accompanying
problem sets, contact Matsuura at
[email protected].)
ARITHMETIC SEQUENCE:
A FIGURAL REPRESENTATION
The goal of this lesson was for students to gain familiarity with arithmetic sequences. The lesson began
with the example in figure 1a. After
reviewing the answer, the teacher introduced the notation bn (read “b sub
n”) to denote the nth box number. For
instance, we write b3 = 10, because the
third box has 10 segments.
To acquire more experience with
this sequence and to practice inter-
MATCHES: JAREK SZYMANSKI/ISTOCKPHOTO.COM
Consider the following question,
which is typically posed to students
who are studying linear equations:
Sequences to
e a r
Equations
Ryota Matsuura and
Patrick Harless
will help students become more agile with each of them.
preting the new notation, students
worked on follow-up questions that
were posed using subscripts (see
fig. 1b). Nearly all students drew
figures for the first several box numbers. From their numerical data, they
readily identified the “+ 3” pattern in
the sequence and explained:
Each figure adds a square. Because 1
line is already connected, you only need
3 to make another square: 1 on the top,
1 on the bottom, and 1 on the right.
We add 1 more box, so that’s 4 more,
but then subtract 1 because of the
overlap.
Most students attempted to write
equations of the form y = 3x + or
y = x + 3. Those who initially said y =
x + 3 were trying to capture the “+ 3”
pattern but quickly realized that the
equation did not yield the desired increase. Another student who first tried
y = 3x, recognizing that the repeated
addition would be captured in multiplication by 3, made this comment:
When I put 1 into 3x, it gave me 3;
and when I put in 2, it gave me 6. So
I knew I had to add 1 [because the
first two box numbers are 4 and 7].
The student thus reasoned that the
equation must be y = 3x + 1.
When reviewing the answer,
the teacher noticed that almost all
students had found a correct equation
either on their own or with the help
of classmates. Since the subscript notation was new, students had written
their equation as y = 3x + 1 instead of
bn = 3n + 1. They also needed frequent
reminders about how to interpret expressions such as bn. The notation did
Vol. 17, No. 7, March 2012
●
become more comfortable with use,
and students learned to appreciate the
fact that it helped them distinguish
between arithmetic sequences and
linear equations.
Some students may have difficulty making the connection between
repeated addition (or subtraction) in an
arithmetic sequence and its formal representation as multiplication. To probe
students’ understanding, a teacher
might ask those who have made this
connection to explicitly discuss why the
“+ 3” pattern is being represented as
3 times the number of boxes. (“When
you use bn = 3n + 1, it’s like starting at
0. When you find the fourth box, it is
0 to 4. That’s 4 increases of 3, so you
multiply 4 by 3. You need to multiply
to see the pattern.”) Other students
can be asked to interpret and restate
in their own words the connection
between the two:
MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
437
Fig. 1 An introductory problem gave students an opportunity to become familiar with
subscript notation.
Question: The box numbers follow the figural pattern shown below. Each box
number counts the number of line segments used to create the figure.
How many segments are in each of the first 4 box numbers?
(a)
1. Find b5, the fifth box number.
2. Find b10.
3. Find a formula for bn, the nth box number.
(b)
Fig. 2 Students were asked to derive a formula for an arithmetic sequence from two
given terms.
Suppose you have an arithmetic sequence
a1, a2, a3, a4, a5, . . . ,
with a2 = 11 and a5 = 23.
a. Fill in the table below.
n
an
1
2
11
3
4
5
6
23
7
…
We’re adding 3 to each box. From the
beginning, that is 4 increases [for the
fourth box], so it’s 4 times 3.
Such a discussion may help those who
are still grappling with the connection
to begin developing a more mature
understanding.
An unexpected discussion occurred as to whether bn = 3n + 1
and bn = 3(n − 1) + 4 could both be
correct equations. Student justifications for bn = 3n + 1 have been shown
above. Those who wrote bn = 3(n − 1)
+ 4 explained, “The first box number is 4. Then you add 3 every time
beginning with the second, so you
have to subtract 1 [from n].” One
student suggested bn = 4n − (n − 1)
and reasoned:
4n is the number of the sides of
squares if you don’t connect them. But
if you do, there are segments that are
connected and counted twice. If there
are 2 squares, there is 1 connected
line; if there are 5 squares, there are 4
connected lines; if there are n squares,
there are n − 1 connected lines, so
that’s what you subtract.
…
b. What is the constant difference of this arithmetic sequence? Describe how
you found it.
c. If the term a0 were to exist, what would it be?
d. Find a formula for an, the nth term of this arithmetic sequence.
Fig. 3 This student’s work reflected a line of reasoning, including the increase of 12 for
Students eventually agreed that
all three representations were equivalent. Their flexible thinking about
arithmetic sequences led to their
natural inclination to simplify these
algebraic expressions and establish
their equivalence. Harless explained
that the box-number sequence is an
example of a general way to express a
pattern. He then defined these terms:
each three steps.
• Arithmetic sequence—Any sequence
with a constant difference between
the terms.
• Constant difference—The fixed
number that is added.
For example, the box numbers form
an arithmetic sequence with a constant difference of 3. Depending on
438
MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
●
Vol. 17, No. 7, March 2012
their algebra background, students
may need to work with more examples
of arithmetic sequences (in particular,
using the new notation and generalizing to equations involving n) before
moving on.
ARITHMETIC SEQUENCE:
GIVEN TWO TERMS
In the next lesson, students were
asked to derive a formula for an arithmetic sequence, including finding the
constant difference if given two terms
of the sequence. (See fig. 2.) After
completing the table, most students
claimed that the constant difference
was “obviously” 4: “From a2 to a5, the
sequence went up by 12. That took
3 steps, so it’s an increase of 4 every
step.” (See fig. 3.) After this discussion, the teacher summarized their
work by writing the following:
constant difference
increase in sequence values
=
tth
he number of steps it takes
23 − 11
=
5− 2
12
=
3
=4
To find a0, many students subtracted the constant difference of
4 from a1 = 7 and obtained a0 = 3.
Kevin also suggested using the given
term a2 = 11 and subtracting the
constant difference twice so that
a0 = 11 – (2)4 = 3.
By now, most students understood
that a formula for this sequence would
have the form an = 4n + . Eventually, Kevin derived the formula an =
3 + 4n. After seeing Kevin’s formula
on the board, several others were able
to explain that to find an, they would
start at a0 = 3 and take n steps forward, where each step is a constant
difference of 4.
When asked to find the general
Fig. 4 Questions about a specific arithmetic series helped students derive the general
formula.
Suppose you have an arithmetic sequence
d1, d2 , d3, d4, d5, . . . ,
where each term is given by the formula dn = −3 + 7n.
a. Fill in the table below.
n
1
2
3
4
5
6
7
dn
…
…
b. What is the constant difference of this arithmetic sequence?
c. If the term d0 were to exist, what would it be?
d. Lena says, “I could have answered questions (b) and (c) without answering question (a) first.” What does she mean? Explain.
form of the nth term, some students
realized right away that a0 would play
a role in the formula. However, several
others computed a0 as if it were an
unrelated problem, then found the
missing constant term of an = 4n +
through experimentation. Harless
heard these comments: “Oh, it’s just
a0!” or “So that’s why they asked me to
find a0.” These students then explained
that “a0 is what you have before you
start adding the 4s.”
At this point, students had essentially derived the slope formula on
their own. They had also found an
equation of a line, given its two points.
As you will soon see, all that remained
was to translate the results about arithmetic sequences into the language of
linear equations.
Later on, students encountered
the problem in figure 4, which asked
them to derive the general formula
for arithmetic sequences. Most students were comfortable interpreting
the given formula, as they (like Lena)
did not use the table to answer questions (b) and (c). They explained,
“For the constant difference, 7 is
Vol. 17, No. 7, March 2012
●
Fig. 5 This symbolic representation
prompted students to make a meaningful generalization about linear functions.
multiplied by n, which means that
everything is a difference of 7” and
“Lena means that by looking at the
equation, the constant, which is –3,
is the answer for d0, and the 7 tells
her the constant difference.” Finally,
a student summarized the discussion
on the board, as shown in figure 5,
which prompted students to make the
following generalization:
A formula for an arithmetic
sequence has the form
an = a0+(constantdifference)•n.
But more important than the formula
itself was the fact that students derived
it by themselves and thus truly understood the concepts it represented.
MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
439
CONNECTION TO
LINEAR EQUATIONS
Students translated their experiences with arithmetic sequences into
a genuine understanding of linear
equations. This lesson began with the
question in figure 6a. Students had
trouble getting started on this exercise, even though they were capable of
plotting points, because the notation
(n, bn ) confused them. Harless listed
a few points that would be on the
graph. For example, the box number
b3 = 10 corresponds to the point
(3, 10) on the coordinate plane.
Students began to see what was being
asked and could complete the graph
without further difficulty. One student
sketched the graph shown in figure 6b
on the board. Notice how she first
plotted the points (n, bn) from the
box-number sequence and then drew
the line passing through these points.
Students saw that these points appeared to form a line, which was what
they had expected. When asked why
they anticipated a line, they responded,
“Because they increase by the same
amount each time.” When asked if
this would be true for any arithmetic
sequence, they said, “Yes, because
every arithmetic sequence goes up by
the same amount each time.”
Then Harless asked whether or not
bn = 1 + 3n is an equation of this line.
He reminded students that bn = 1 + 3n
is an equation for the box-number
sequence from their first exercise
and asked, “What does n represent?”
(“It’s the number of boxes.”) “What
would happen if we let n = 2.4?”
(“We wouldn’t have a meaningful box
number.”) He said that on the original
graph with the points plotted, only
the box numbers are represented; the
values of n are the “counting numbers.”
But on the graph of the line that connects the points, n = 2.4 is included
even though b2.4 has no meaning as a
box number. Therefore, the graph of
bn = 1 + 3n is given by the discrete
points (n, bn) only and not by the line
passing through these points.
The teacher explained that to
Fig. 6 A knowledge of linear equations and subscript notation was required to complete
this task.
Recall the box number pattern:
4
7
10
13
Make a graph of the points (n, bn), where bn represents the nth box number.
(a)
account for all points on the line
(not just those from the box-number
sequence), they must replace n and bn
with x and y. Thus, an equation of the
line is y = 1 + 3x. To verify this claim,
suppose x = 2.4. Then,
y = 1 + 3(2.4) = 8.2.
Students could see from the graph
that the point (2.4, 8.2) is, indeed,
on the line. They experimented with
a few other noninteger values of x.
The teacher then said that an equation such as y = 1 + 3x can be used
as a point tester (i.e., to test whether
any point on the coordinate plane is
on the graph of the equation) (EDC
2009). Given this correspondence
between an arithmetic sequence (e.g.,
bn = 1 + 3n) and a linear equation
(e.g., y = 1 + 3x), Harless defined the
slope of a line as the constant difference of its corresponding arithmetic
sequence. For example, the line corresponding to the box-number sequence
has slope 3, because the sequence has
a constant difference of 3.
Next, students delved into pairs
of problems like those in figure 7.
They were asked equivalent questions in two different ways, first in
the language of arithmetic sequences
and then in the language of linear
equations.
Problem 1 was a familiar question,
and most students found the formula
2
cn = 5 + n
3
easily. But some students, despite
having a strong understanding of
arithmetic sequences, struggled with
the fact that the constant difference
was a fraction. They converted it to a
decimal approximation, as shown by
the following response:
The constant difference is 0.67. To
find this, I found the difference between 21 and 31 and divided that by
(b)
440
MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
●
Vol. 17, No. 7, March 2012
the difference between the subscripts
(24 and 39). That equaled 0.67, so
the constant difference is 0.67.
Rounding led to incorrect answers
(for c0 and cn), but also gave the
teacher an opportunity to discuss the
merits of using exact values. Problem 2a went smoothly, with several
students gleefully declaring, “It’s the
same problem!” They realized that
the points (24, 21) and (39, 31) on
the line corresponded to the terms
c24 = 21 and c39 = 31 of the arithmetic
sequence. Thus, students used their
results from problem 1 to immediately
conclude that the line has slope 2/3
and the equation
Fig. 7 Students were asked equivalent questions in two different ways, first in the
language of arithmetic sequences and then in the language of linear equations.
1. Consider an arithmetic sequence with c24 = 21 and c39 = 31. What is its
constant difference? What is c0? The formula for cn?
2. Suppose a line contains the points (24, 21) and (39, 31).
a. Find the slope and equation of this line. (Hint: This should be easy if
you have completed question 1.)
b. Where does the line cross the y-axis? How is this point related to the
original arithmetic sequence from problem 1?
c. Is the point (102, 73) on the line? How do you know?
Fig. 8 This student response used the equation that was derived as a point tester.
2
y = 5 + x.
3
Problem 2b of figure 7 prompted
students to make the connection
between the start value c0 = 5 of
the arithmetic sequence and the
y-intercept (0, 5) of the corresponding line. The teacher did not yet
introduce the term y-intercept in this
lesson. Students readily recognized
that “the line crosses the y-axis at
5. It’s the value of c0.” Thus, when
later introducing the formal term of
y-intercept, students will have a solid
understanding of the concept, and
the term will be easily connected to
already established ideas.
Problem 2c was an application
of the point-tester notion. All students were comfortable with it and,
aside from those who converted their
answers to decimal approximations,
had no difficulty with its implementation (see fig. 8). Students continued
to work on similar pairs of problems.
They found the questions about
arithmetic sequences more intuitive
and easier to understand. Problem 2
is a typical question that students face
when studying linear equations, but it
required nothing more than a simple
translation from the language of
Fig. 9 Flexibility was added to this problem in that arithmetic sequences allowed n to
take on all integer values (including negatives).
Suppose you have an arithmetic sequence
. . . , d-3, d-2, d-1, d0, d1, d2, d3, . . . ,
which extends infinitely in both negative and positive directions. Moreover,
suppose that d-6 = 1 and d18 = 17. What is its constant difference? What is
d0? The formula for dn?
arithmetic sequences to that of linear
equations.
Students then worked on the
question in figure 9, which gave them
more flexibility when using arithmetic
sequences by allowing n to take on all
integer values (including negatives).
Students felt comfortable with this
problem, and the negative subscript
did not present any difficulty. They
considered the number of steps
Vol. 17, No. 7, March 2012
●
between –6 and 18 when finding the
constant difference, which was 2/3.
To find d0, most students took 18
steps back from d18 = 17 by subtracting 2/3 × 18 from 17. Finding the
formula
2
dn = 5 + n
3
was routine by this point.
Finally, students were asked:
MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
441
stood that they could recast the linear
equations problem in the language of
arithmetic sequences and then apply
the familiar techniques (see fig. 10).
Suppose a line contains the points
(−30, −12) and (10, 48). Find its
equation.
Many approached this problem by first
translating the given points to terms of
an arithmetic sequence. One student
commented, “I found this by changing it into a problem [an arithmetic
sequences problem] not coordinates.
Then I did the same things as the other
problems.” Several students clearly
articulated the correspondence between
the line passing through (−30, −12) and
(10, 48) and the arithmetic sequence
with a-30 = –12 and a10 = 48. By this
time, none of the arithmetic sequences
posed a challenge, and students under-
CONCLUSION
We have described a way of learning
linear equations in which students
first study arithmetic sequences. Our
approach, which relies on the intuitive
nature of arithmetic sequences, makes
learning linear equations more accessible to students.
We end with a story about Katie,
who had a formulaic understanding of
linear equations before these lessons
were taught. In fact, Katie had written
the notes in figure 11a at the top of
Fig. 10 Students understood that they could recast the linear equations problem in the
language of arithmetic sequences and then apply familiar techniques.
her activity sheet. When asked about
an arithmetic sequence with a 1 = 3 and
a 4 = 15, she found the constant difference using an approach that made
sense to her (see fig. 11b). Next, when
asked about a line containing (1, 3)
and (4, 15), she computed the slope
using the traditional slope formula,
then recognized the connection between the two concepts (see fig. 11c).
Similar to Katie, several students in
Harless’s class had a cursory and rotememorized understanding of linear
equations. Such students benefited as
much or even more from these lessons
than the students for whom the topic
was essentially new.
Note: To implement these lessons
in your classroom using the activity
sheets and the lesson plans, contact
the author at
[email protected].
REFERENCE
Education Development Center. 2009.
CME Project Algebra 1. Boston, MA:
Pearson.
Fig. 11 Learning arithmetic sequences allowed Katie to draw deeper connections, as
shown by these explanations.
(a)
(b)
Download one
of the free
apps for your smartphone. Then scan
this tag to access
www.nctm.org/mtms019 to find a
continuation of the activity sheet.
(c)
442
MATHEMATICS TEACHING IN THE MIDDLE SCHOOL
Ryota Matsuura,
[email protected], is an
assistant professor of mathematics at St. Olaf College
in Northfield, Minnesota.
His interests include how
teachers acquire mathematical habits of mind
and apply these habits to
their classroom instruction. Patrick Harless,
[email protected], teaches algebra and
geometry at Fay School in Southborough,
Massachusetts. He is interested in technology and open-ended tasks to engage and
challenge students.
●
Vol. 17, No. 7, March 2012
activity sheet
Name ______________________________
ARITHMETIC SEQUENCES
1. You have seen that the first four box numbers are 4, 7, 10, and 13, as shown below.
a. Find b5 (i.e., the fifth box number).
b. Find b10.
c. Find b100.
d. Find bn (i.e., a formula for the nth box number).
e. Challenge: Is 5000 a box number? Why, or why not?
2. Determine if each sequence below is an arithmetic sequence. Explain how you know.
a. 2, 9, 16, 23, 30, 37, 44, 51, . . .
b. 1, 2, 3, 4, 5, 6, 7, 8, . . .
c. 3, 7, 13, 21, 31, 43, 57, 73, . . .
d. 7, 7, 7, 7, 7, 7, 7, 7, . . .
e. 25, 19, 13, 7, 1, −5, −11, −17, . . .
from the March 2012 issue of
activity sheet
(continued)
Name ______________________________
3. Suppose you have an arithmetic sequence
a1, a2, a3, a4, a5, . . .
with the following properties:
• a2 = 11 (i.e., the second term is 11)
• a5 = 23
a. Fill in the table.
n
1
an
2
3
4
11
5
6
23
b. What is the constant difference of this arithmetic sequence? Describe how you found it.
c. If the term a0 were to exist, what would it be?
d. Find a100.
e. Find an (i.e., a formula for the nth term of this arithmetic sequence).
4. Suppose you have an arithmetic sequence
c1, c2, c3, c4, c5, . . .
with the following properties:
• c20 = 99
• c31 = 154
a. What is the constant difference of this arithmetic sequence? Describe how you found it.
b. If the term c0 were to exist, what would it be?
c. Find c100.
d. Find cn.
e. If cn = 359, find n. What does your answer mean?
A continuation of the activity sheet is online at www.nctm.org/mtms019.
from the March 2012 issue of
7
...
...