1 Why does competence in basic calculation matter? Why do primary children differ in it? 1 2 1 Richard Cowan , Chris Donlan , Donna-Lynn Shepherd , and Rachel Cole-Fletcher 1 1 Institute of Education University of London 2 University College London Paper presented at the British Educational Research Association Annual Conference, University of Manchester, 2-5 September 2009 This research derives from a project funded by the ESRC and subsidized by the Institute of Education and University College London. We are grateful for their support and the collaboration of the Royal Borough of Windsor and Maidenhead schools, teachers, pupils, and parents. Correspondence concerning this paper or the larger project may be addressed to Richard Cowan at the Department of Psychology and Human Development, Institute of Education University of London, 20 Bedford Way, London WC1H 0AL or via email to [email protected]. Introduction Differences between children in mathematical progress in primary school have long been acknowledged to be considerable (Cockcroft, 1982). Substantial curriculum reorganisation in recent years does not appear to have reduced them (Brown, Askew, Millett, & Rhodes, 2003). Basic calculation – the addition of single digit numbers and corresponding subtractions- is a very simple component of integer arithmetic. Most children can do some basic calculations when they start school but at school they develop further in knowledge of numerical principles and number facts and the strategies they use to solve problems. Several studies indicate that basic calculation proficiency covaries with more general mathematical proficiency (Durand, Hulme, Larkin, & Snowling, 2005; Geary & Brown, 1991; Hecht, Torgesen, Wagner, & Rashotte, 2001; Siegler, 1988) and children identified as making unusually poor progress in mathematics consistently show deficiencies in basic calculation (Geary, Hoard, Byrd-Craven, & DeSoto, 2004; Jordan, Hanich, & Kaplan, 2003; Landerl, Bevan, & Butterworth, 2004). Why differences in basic calculation proficiency are related to differences in more general arithmetical attainment is uncertain. It could be that this reflects the importance of basic calculation competence in arithmetic: primary maths is dominated by arithmetic. It could simply reflect the overrepresentation of calculation items in standardized maths tests. Another possibility is that the same factors that cause children to differ in basic calculation also affect educational progress more generally. Such factors include parental support and socio-emotional functioning (Sacker, Schoon, & Bartley, 2002) as well as general cognitive factors such as language skills (Cowan, Donlan, Newton, & Lloyd, 2005), speed of information processing (Bull & Johnston, 1997), and working memory functioning (Gathercole & Pickering, 2000). There might also be specific numerical factors that explain the connection between basic calculation and arithmetic. These include counting sequence knowledge (Donlan, Cowan, Newton, & Lloyd, 2007), number sense (Griffin, Case, & Siegler, 1994), as well as the capacity measures in a dyscalculia screener (Butterworth, 2003). The aims of this study are to assess 1) the relations between components of basic calculation proficiency, namely knowledge of number facts, grasp of arithmetical principles, and strategy efficiency 2) the relations between basic calculation and both general factors (parental support, socioemotional functioning, language skills, processing speed, and working memory) and specific numerical factors (counting number knowledge, number sense, capacity ) and 3) the relations between basic calculation proficiency and general mathematical progress after controlling for the general and specific numerical factors. Method Participants 2 Participants were 144 Year 3 children (76 male, 68 female) attending 5 state schools in England whose parents had given consent. The schools served socially mixed catchment areas. The children’s ages ranged from 7 years 6 months to 9 years 5 months (Mean 8 years 2 months, SD = 4 months). General factors Table 1: Descriptive Statistics Measure Language TROG-E BPVS II BPVS II Standard scores Maximum M SD Range 20 168 13.74 88.25 104.90 03.34 13.75 11.94 4 - 19 9 - 118 50 - 136 54 42 27.31 20.26 04.03 03.33 12 - 40 12 - 30 54 42 23.15 13.72 04.39 06.94 1 - 35 0 - 29 36 36 12.06 10.90 03.58 03.45 0 - 23 0 - 19 Speed of information processing WISC III Symbol matching Woodcock –Johnson III Pair cancellation 45 69 18.80 39.26 03.97 09.47 6 - 28 15 - 68 Social and emotional functioning Difficulties 40 05.44 05.51 0 - 26 18 24 11.25 18.47 .7079 .4075 04.03 03.72 .1361 .0382 1 - 18 5 - 24 0 - 9377 2596 - 5011 28 12 18 16 16 14.19 04.99 15.82 05.06 02.58 06.42 02.94 02.56 04.08 02.23 0 - 27 0 - 12 0 - 18 0 - 14 0 - 14 Working Memory (WM) Phonological loop (WM: PL) Digit recall Word list recall Visuo-spatial sketchpad (WM: VSSP) Block recall Mazes memory Central executive (WM: CE) Backwards digit recall Listening recall Specific number factors Counting number knowledge Number sense Dot enumeration Numeral comparison Basic calculation Number fact knowledge Derived facts Explain Efficient strategies Counting errors Language. Two language measures were used: TROG-E, the electronic version of the Test for Reception of Grammar (Bishop, 1983), and the British Picture Vocabulary Scale (BPVS II). TROG-E is a computer-presented test of language comprehension used in identifying specific language impairment. It consists of 20 blocks of four items and testing is discontinued if the child fails one or more items in five consecutive blocks. All blocks, except the first three, assess comprehension of oral statements. Each item requires identification of the picture, out of four, that matches the utterance, e.g. 'the pencil is above the flower'. A child's score is the number of blocks for which they answered every item correctly. The BPVS II is a vocabulary test which, like the TROG-E, requires the child to pick an appropriate picture from a set of four. Trials are administered in blocks of 12 and testing is discontinued if the child fails 10 items within a block. 3 Table 1 shows the descriptive statistics for both tests. A composite measure was formed by averaging the z scores on the two tests. Table 1 also shows the range and mean for the BPVS II standardized scores. This indicates that the sample is slightly above average. Processing Speed. Two measures of processing speed were used: the Symbol Matching subtest of WISC III and the Pair Cancellation subtest of Woodcock-Johnson III. Symbol Matching presents the child with rows of abstract geometric designs. In each row there are two target symbols and a group of five symbols. The child has to decide whether either target is present in the set of five. The child has two minutes to work through 45 rows. The score is the number of correct decisions less the number of incorrect decisions. In the Pair Cancellation subtest the child is shown an array consisting of pictures of dogs and balls. The child has to circle instances where a dog is adjacent and to the right of the ball. The child has three minutes to complete the task. The score is the number of correct identifications. Table 1 shows the descriptives for each test. A composite speed score was formed by averaging the z scores on the two tests. Working Memory. Subtests of the Working Memory Test Battery for Children (Pickering & Gathercole, 2001) were used to assess functioning: two phonological loop (PL) subtests (Digit Recall, Word List Recall), two visuo-spatial sketchpad (VSSP) tests (Block Recall, Mazes Memory), and two central executive (CE) tests (Backwards Digit Recall, Listening Recall). They were administered in accordance with the manual with each child receiving the subtests in the same fixed order. Each subtest involves trials at increasing span levels. Up to six trials are given at each span level. The child progresses to the next level as soon as they have correctly answered four items. A subtest is discontinued when a child fails three trials at the same span level. Table 1 shows the descriptives for each subtest. Composites for each working memory component were derived by averaging the z scores on the two relevant subtests. Mathematical progress. Teachers were asked to indicate pupils’ current estimated curriculum levels in the three National Curriculum Mathematics strands: Number; Shape, Space and Measures; and Handling Data. Only 79 teachers complied. The estimated curriculum levels were highly correlated (all rs > .9). The reliability of teachers in making these kinds of assessments was established by Oliver et al. (2004). Teachers were also asked to rate their pupils’ understanding of mathematical ideas and ability to carry out arithmetical procedures on a five point scale where 1 was labelled ‘cause for concern’ , 2 was ‘below average’, 3 was ‘ average’, 4 was ‘above average’, and 5 ‘outstanding’. All teachers complied. Table 2 shows the distributions of ratings. The correlations between estimated curriculum levels and ratings of understanding and ability to carry out arithmetical procedures were also high (all rs > .8 for the 79 pupils rated on both measures). A composite mathematical progress score was formed by averaging the z scores on the two items concerning understanding and procedural ability. Table 2: Distributions of Teachers’ Ratings Item Understanding of mathematical ideas Ability to carry out arithmetical procedures Attendance in current year Parental interest and contact Cause for concern 7 8 Below average 28 24 Average Outstanding 58 55 Above average 47 49 1 0 2 9 33 47 68 51 40 37 4 8 Parental support. Teachers rated the child’s attendance and parental interest in educational progress on the five point scale where 1 was labelled ‘cause for concern’ and 5 ‘outstanding’. Table 2 shows the distributions of ratings. A composite parental support score was formed by averaging the z scores on the two items concerning attendance and interest. Social and emotional functioning. Teachers completed Strengths and Difficulties Questionnaires (Goodman, 1997) for each pupil in their classes. This comprises statements for which the teacher has to judge for that child whether they are certainly true, somewhat true or not true. It yields an overall difficulty score out of 40. Table 1 shows the descriptives. Specific numerical factors 4 Counting number knowledge. Knowledge of the natural number sequence was assessed orally and then with numerals. Both versions involved ascending and descending sequences. A warm up oral item was given in which the child was asked to count up from 5 to 16. Children were give support if necessary to enable them to recite the numbers by themselves. Following this they attempted a set of ascending sequences (25 – 32, 194 – 210, 2,995 – 3,004) and then a set of descending sequences (46 – 38, 325 – 317, 1006 – 997, 20, 005 – 19, 998). Numeral sequences were presented in column grids with the first few items filled in. The experimenter read out the numbers up to the continuation point and the child was asked to continue by writing in the cells below what came next. The digits of each number were in separate cells of the grid. Support was given with the first item if required to ensure that the child only wrote one digit in a cell. The first item required the child to continue from 13 to 16 and the numbers from 5 to 12 were printed above 13. Subsequent ascending sequences were 28 - 31, 899 - 901, 7,999 - 8,001, and 59,999 – 60, 001. The set of descending sequences were 11 – 9, 41 – 38, 601 – 599, 6,001 – 5,998, and 70,001 - 69, 999. Testing within a set was discontinued once a child had made errors on two sequences in a set, or when they did not wish to attempt an item. Table 1 shows the descriptives and that internal reliability was good. Number sense. Items were derived from the version of the Levels of Number Knowledge test in Griffin (unpub.). It consisted of four subtasks: Number sequence knowledge, Relative magnitude, Numerical distance, Distances. Each subtask consisted of warm up items and six test items. Numbers were shown on computer as well as being named by the experimenter. Number sequence items required children to name the number in given positions in the number sequence. The three warm up items were ‘What number comes right after 7?’, ‘What number comes before 5?’, and ‘What number comes two numbers after 3?’. Correct answers were explained if necessary. The test items were ‘two numbers after 7’, ‘right after 9’, ‘five numbers after 49’, ‘four numbers before 60’, ‘ten numbers after 99’, and ‘nine numbers after 999’. Relative magnitude items required children to identify the bigger of two numbers. Warm up items asked children ‘Which is bigger: 5 or 4?’ and ‘Which is bigger: 6 or 7?’. The pairs of numbers in the test items were 9 & 7, 13 & 14, 69 & 71, 32 & 28, 51 & 39, and 199 7 203. Numerical distance items required children to identify which of two numbers was closer to a target number. Warm up items were ‘Which number is closer to 3: 2 or 6?’ and ‘Which number is closer to 4: 6 or 1?’. The triads of numbers in the test items were ‘7: 4 or 9?’, ‘13: 14 or 11?’, ’21: 25 or 18?’, ’49: 51 or 45?’, ‘28: 31 or 24?’, ‘102: 98 or 109?’. Differences items asked children to identify which of two pairs of numbers had the greater difference. In introducing the warm up item the experimenter ensured that the child understood what was meant by difference. The warm up item asked ‘Which difference is bigger: the difference between 4 and 2 or the difference between 6 and 3?’. The test items featured the following contrasting pairs of numbers: 10 & 5 vs. 10 & 7, 9 & 6 vs. 8 & 3, 6 & 2 vs. 8 & 5, 20 & 17 vs. 25 & 20, 25 & 11 vs. 99 & 92, 48 & 36 vs. 84 & 73. Testing was discontinued within a subtask after the child had made three errors. The differences items were derived from Level 3 which is the average 10-year-old level. Only children who had not been discontinued on previous subtasks were invited to try it. They were told it was for older children and that it was fine if they did not want to do it. Table 1 shows the descriptives for the combination of the four subtasks into a single scale. A composite number sense and knowledge score was formed by averaging the z scores on the counting number knowledge and number sense tests. Capacity measures. The two capacity tasks, dot enumeration and magnitude comparison, from the computer-presented Dyscalculia Screener (Butterworth, 2003) were used. Dot enumeration required children to judge whether the number of spots matched a given numeral. Numeral comparison required children to identify the numerically greater of two numerals where sometimes the physically larger numeral is numerically smaller. The screener yields scores for each task that are adjusted for accuracy and simple response time. A composite capacity score was derived by averaging the z scores for each task. Basic calculation measures 5 Number facts. Knowledge of addition and subtraction facts was assessed using a forced retrieval procedure (Jordan, Hanich, & Kaplan, 2003) and children were audio recorded for this task. For the first warm up item, the experimenter showed a card with 4 -2 and asked the child to read it. She used the way the child read it, whether ‘4 take away 2’ or ‘4 minus 2’, and said most people knew the answer to this without having to work it out. She explained she was going to show some other sums and that if the child knew the answer they should tell her as fast as possible. If they would have to work it out then they should just say ‘work out’. The second warm up item was ‘3 – 2’. Then followed 18 subtraction items in the same order: 10 – 5, 3 - 3, 10 - 9, 6 - 4, 15 - 10, 8 - 4, 13 - 5, 12 11, 7 - 7, 14 - 10, 8 - 0, 12 - 6, 13 - 9, 16 - 7, 15 – 8, 11 – 8. As the experimenter showed each card she read out the problem on it. Then the addition items were introduced with two warm up items: 2 + 2, and 3 + 2. Then 10 addition items were presented: 4 + 2, 10 + 8, 9 + 3, 6 + 6, 3 + 4, 6 + 10, 9 + 4, 3 + 8, 7 + 5, 6 + 7, 9 + 9, 7 + 9. Timings were derived from the audio recordings. Children were credited with knowing a combination if they gave the correct answer within 3 seconds from when the experimenter read out the problem. Principles. Understanding of principles was assessed with two tasks: derived facts and explaining patterns and principles. Derived facts assessed children’s understanding of calculation principles and patterns in addition and subtraction. It drew on procedures used by Dowker (2005) and Jordan et al. (2003). Children were presented with pairs of problems in which the given answer to the first could be used to solve the second, i.e. the answer could be derived from the given fact. Each pair of problems was presented on computer and read to the child. Audio recordings were made of each child’s performance. The first warm up item involved the experimenter explaining that the child would see a problem with the answer and another which she wanted them to solve as fast as possible and that the first problem might help them. The first problem was 32 + 19 = 51 and the second was 32 + 19 = ?. In the second warm up item, the first problem was 20 – 5 = 15 and the second was 21 – 5 = ?. Then followed twelve pairs of problems. There were two of each that were related by the following principles and patterns: commutativity of addition ( 47 + 86 = 133, 86 + 47 = ?; 94 + 68 = 162, 68 + 94 = ?), subtrahend minus one ( 46 – 28 = 18, 46 – 27 = ?; 273 – 245 = 28, 273 – 244 = ?), subtraction complement principle (153 – 19 = 134, 153 – 134 = ?; 84 – 27 = 57, 84 – 57 = ?), doubles plus one pattern (37 + 37 = 74, 37 + 38 = ?; 64 + 64 = 128, 65 + 64 = ?), inverse relation between addition and subtraction ( 27 + 69 = 96, 96 – 69 = ?; 36 + 98 = 134, 134 – 36 = ? ), subtrahend plus one (64 – 36 = 28, 64 – 37 = ?; 157 – 92 = 165, 157 – 93 = ?). Children were credited with using a principle or pattern if they answered correctly within 5 seconds of the second problem appearing. Explaining patterns and principles. The aim of this task was to assess children’s knowledge of numerical rules, patterns and principles and their beliefs in the generality of them. Audio recordings were made of each child’s performance. The experimenter introduced it as follows. ‘There are some patterns and rules for adding and subtracting. Some you might know about already and some you might be learning about later. I’m going to show sets of problems that have a pattern or rule in common.’ The warm up item involved showing three n + 1 problems (4 + 1, 37 + 1, 125 + 1). The experimenter asked what they had in common. If necessary, she explained the number after rule, i.e. that when one is added to a number the answer is the next number. She asked if they knew that already. She then pointed out that it was true for all numbers when you add one to them. The six main items followed a similar pattern. First a set of three problems was shown on the computer and the child asked to articulate the connection between them (spontaneous naming). Subsequently the experimenter described the connection and the child was asked if they recognized it (recognition). Finally the experimenter asked if it held for all problems with the connection (generalization). The six patterns used were n – n, n + 10, n – 0, n - (n-1) = 1, n + 0, and 1 + n. Strategy assessment: Addition and subtraction. Children’s strategies were assessed with a set of 16 addition and subtraction problems. Audio recordings were made of each child’s performance. In two warm up items (2 + 5, 5 – 3) the experimenter explained that she was going to ask them to do some adding problems and some take-aways, that they could solve them any way they 6 liked and they should try and get the right answer, and that after they had solved them she would ask how they had solved it. The problems were presented on computer and read out by the experimenter. They were 4 + 6, 17 – 9, 11 + 5, 10 – 4, 3 + 14, 7 – 6, 8 + 9, 7 - 7, 7 + 8, 12 – 7, 4 + 9, 16 – 8, 12 – 6, 15 + 3, 6 + 9, 15 – 8. For each problem attempted, children’s strategies and accuracies were coded. Strategies were classified as either retrieval (if they knew the answer without having to work it out), or efficient (if they used a related fact or decomposed the numbers in the problem), or counting if they counted on from one of the addends or up from the subtrahend or down from the minuend. Two variables were derived: accurate efficient strategy use and counting errors. Table 3: Correlations between basic calculation components, general mathematical progress, general factors and specific numerical factors Principles Derived Explain facts - .42 - Derived facts Explain Efficient Counting errors Basic calculation Strategies Efficient Counting errors .37 - .34 .43 - .43 - .53 - Facts - .55 - .62 - .59 - .63 Mathematical progress - .55 - .57 -. 57 - .53 - .76 Language Speed WM:PL WM: VSSP WM: CE - .27 - .41 - .22 - .32 - .28 - .39 - .36 - .32 - .33 - .39 - .29 - .38 - .26 - .20 - .33 - .20 - .35 - .24 - .30 - .31 - .38 - .52 - .31 - .27 - .41 Parental support Difficulties - .17 - .10 - . 11 - .25 - . 25 - .18 - .13 - .23 - .23 - .23 Number sense and knowledge Capacity - .48 - .29 - .58 - .40 - .52 - .32 - .64 - .44 - .75 - .42 Age - .06 -.--.033 -.12 - .03 - .02 Correlations greater than .20 or less than - .20 have a probability of less than .05. Correlations greater than .29 or less than - .29 have a probability of less than .0005. Results and Discussion All basic calculation measures correlated substantially with each other and with teachers’ ratings of overall mathematical progress as Table 3 shows. They also correlated with the general factors (parental support, socio-emotional functioning, working memory, information processing speed, and language skills) and the specific numerical factors. Significant correlations remained between basic calculation components and overall progress even when the general and specific factors were partialled out as Table 4 shows. Table 4: Partial correlations between basic calculation components and general mathematical progress controlling for age and general and specific factors Derived facts Explain Efficient Counting errors Principles Derived facts Explain - .20* - Efficient .12* .15* - Strategies Counting errors - .05** - .07** - .31** - Facts - .31** - .35** - .29** - .28** 7 Mathematical progress - .34** - .20* -.24* - .10** - .41** * p < .05. ** p < .0005. As with any study there are limitations. No measure is perfect and some qualities may be only roughly approximated with quantitative methods. For example the reliance on teacher ratings is questionable though as Oliver et al. (2004) argued, teachers are best placed to judge pupils’ mathematical progress and within our study there were substantial correlations between teacher ratings and estimated curriculum levels. Teacher ratings of children’s socio-emotional functioning on the SDQ have been used in several studies. Using teacher assessments of parental support is novel but they are surely in a good position to know about parental contact with the school and the child’s attendance record. Ensuring their children attend is an indicator of parental commitment to children’s education. Turning up to parent evenings and meetings is also an indicator of parental involvement. Our sample is not demographically representative of the UK. Poorer families are less well represented: eligibility for free school meals is approximately 7%, compared to 18% nationally. The five participating schools all volunteered to take part. They included one first school. The four participating primary schools have substantially above average success in KS2 results in maths (85 96 % of pupils achieving Level 4 or better, compared to 79% nationally and 82% for the LA).The implications this may have for the generalizability of our findings is uncertain. These results suggest competence in basic calculation matters because it is more intimately connected with general mathematical competence than any of the other factors considered. Our study does not establish causal direction or even causality: it is just a correlational study. Basic calculation competence may reflect general mathematical competence as much as it influences it. Secondly although knowledge of number facts is a major component of basic calculation and a substantial correlate of general mathematical competence it is not the only component: there is more to basic calculation competence than knowing facts. Understanding principles and making use of these in solving problems is important too. While components of basic calculation substantially covary there are limits to this. For example a child who shows a superior knowledge of facts does not invariably show a good understanding of principles. This indicates the validity of the claim that there is not a single mathematical ability (Dowker, 2005). Finally the relations between basic calculation proficiency and the general and specific factors suggest that there may be many reasons why children differ. The limitations in the extent of these indicate that there may well be other causes of variation. References Bishop, D. V. M. (1983). The test for reception of grammar (TROG). 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