### Stating One's Goal Clearly When Solving a Problem

Everyone solves problems differently. Some like to work directly with the mathematics head on, while others prefer to have a more intuitive approach. This includes studying simpler cases of a problem, or looking at examples in order to really understand what’s happening. These are all valid approaches, but the point I want to highlight is that these are all strategies. There’s a certain method to tackling a problem. It’s not that you can’t solve a problem through trial and error, but if you want to solve more problems more quickly, your best bet is to figure out a strategy.

If there’s a “most difficult” part in solving a problem, it’s usually the first step. When you first encounter a problem, there are countless directions that you can go in. This can lead to paralysis, but it can also lead to trying things randomly and hopefully get something to work. In particular, I’ve long observed that secondary students come up with a strategy I like to call “combine the numbers”. The basics of this strategy are simple. When given a question (often applicable during a word problem), look at the numbers given in the text, and try and figure out how they fit together to provide an answer. Students know that the answer is usually some combination of simple arithmetic with those numbers, so there’s a good chance that they can solve the problem without completely understanding it.

I’m not just making this up: I’ve seen it happen many times with students. This is a problem, because they are learning a completely different skill than what we want. Instead of learning how to problem solve, students are learning how to find an answer given some numbers. Since that’s not what we want, we need to find a way to direct a student’s thinking to the actual problem.

The way I do this is through asking big-picture questions. When a student is working through a word problem for example, it’s extremely common for them to give it a single read, and then say that they don’t understand. I then ask them what the goal of the problem is. What do they need to find? Then, when the student has a good idea of that, I ask them how this can be done. What do they need in order to achieve the goal? Usually, this is where the student will start giving me a sequence of operations with numbers, but I’ll immediately direct them away from that. Instead, I ask them to tell me what they need to find in words. If the student says they need to find the cost by multiplying five and four together, I’ll insist that they say something along the lines of, “To find the total cost, we need to multiply the cost of one loaf of bread (four dollars) by the number of loaves we want (five).” I’m always trying to separate the particular problem from the more general method.

It’s not that I don’t think it’s important to solve that one problem, but in the grand scheme of things, it’s a lot less important to be able to quickly solve one particular problem versus solving a general class of problems. I want to help students develop tools that will let them solve a variety of problems, instead of only a certain one.

By getting students to be proficient in stating what they need to do in order to solve a problem, they will usually have an easier time starting the problem. I’ve personally found that clearly stating a problem and what I need to do to answer the question often gets me going and working towards a solution. Having a clear goal lets you break it down into subgoals. If I’m looking to prove a result, I ask myself, “What do I need to show in order to come to my conclusion?” This becomes the basis of the proof. It can also be useful to simply get accustomed to translating between the mathematics and describing the problem in words. This seems to get one to think with a slightly different mindset, which could help as well.

When I work with students, I only have a limited amount of time to have an impact on them. I don’t want to use that time to solve one problem with no transfer of knowledge to a new one. I want to get them comfortable with a whole range of problems, so they can work through whatever gets thrown at them. By having them clearly state the goal of a problem, my hope is that students will start to see the underlying similarity between lots of problems they work on. After all, there are only so many ways to ask an “applied” question about area in secondary school. I don’t them to understand the one particular problem we worked on together, and then be unable to do the one during a test because it wasn’t the exact same. Clearly stating what one needs to do solve a problem is a great way to combat that tendency.

### Peripheral Knowledge

Why is it that some students will pick up new subjects in mathematics and science relatively easily, while others will struggle for weeks on end getting just the simple concepts down? As a tutor, I see this all the time. In fact, I would almost wager to say that most students I work with aren’t actually having difficulty with the topic they say they don’t understand. So what’s going on?

If I ask them a question concerning this topic, they will often work slowly, but will get the answer correct in the end. The place where things get tricky is in the path to getting the answer. There always comes a step where the student, hesitates, unsure of how to proceed. It’s then my job to help them get past that hump and understand what is happening. However, those problems usually stem from past knowledge that has either been forgotten or poorly done in the past.

Here’s an example. Early on in secondary school, students begin extending the notion of a fraction. In particular, they learn that fractions are not unique, and that we can have (infinitely!) many fractions that all represent the same fraction. (Think of 1/2, 2/4, 3/6, and so on.) This is something the students will quickly understand. A few visual demonstrations also helps, and then they are sold on the idea. So far so good.

The next step is to introduce the concept of reducing fractions. If you have a large fraction, like 64/128, you want to rewrite it such that the numerator and denominator don’t have any more common factors. This lets us deal with “smaller” numbers in the numerator and denominator. Indeed, after a moment’s glance you will probably recognize that 64/128=1/2. The task is to get students to be able to go from these “larger” representations of a fraction to a smaller representation.

Once the mechanics of this process are hammered out, you would think that this would be a relatively simple thing for students to do. The actual “work” consists in factoring large numbers into their constituent parts. This is something that they have previously worked on, namely, while working on their multiplication tables in elementary school.

Yet this is where some hit a snag! It turns out that many student’s haven’t actually learned their multiplication tables, which makes reducing fractions go from being a straightforward task to one that is time-consuming and difficult. And yes, knowing one’s multiplication tables does essentially come down to memorization, but I would argue that is a very good use of memorization (unlike many other examples). Having a sense of how numbers “fit” together to produce other numbers helps in many other areas of mathematics, and it is very useful here.

For this specific example, the student will often have to work out each fraction individually, perhaps even making a factor tree for each number so that they are comfortable with how the number breaks up. Of course, there’s nothing wrong with this, but it makes it very difficult to finish a test within the allotted time when one has to work out the factors of a number one by one instead of knowing how they break up. This is only made worse with calculators, because it allows students to get by more easily, without knowing this basic concept. Then, when this need to be able to know the factors of a number comes up again, the student will have to pull out a calculator again, increasing their dependency on some outside source to help them.

This illustrates a broader point within mathematics in particular: most of the time, you can’t “escape” a concept by faking knowledge of it. Eventually, you will need to use that tool in some other problem, and you will be expected to know how it works. But, if the first time you learned it you did not take the time to understand and improve, that concept will come back to haunt you later on. This is simply a consequence of the fact that mathematics is cumulative, building on prieviously learned concepts. If a student didn’t understand something in the past, yet showed “enough” knowledge that they still continued on to new things, chances are they only got worse at the particular concept, since they never really worked at it again. This becomes a problem when it suddenly resurfaces and the student has to now learn both the new concept and the old one simultaneously.

This kind of knowledge (what I might call “peripheral” knowledge) is the kind that often causes the students I work with to struggle. It’s the simple reality that students start having difficulties because they’re trying to catch up on “old” material while also trying to get the hang of the new content. It’s no wonder that they struggle when this is happening!

There’s no easy way to fix this. The truth is that if the student wants to improve and really understand, they have to put in the work to catch up. If this means they have to work on their multiplication tables after school, then that’s what it takes. I try to make this very clear when I work with students and I see they are having these kinds of issues. I won’t be able to help them within a span of an hour or so every week, particularly when they bring work that addresses new topics, while I know that the underlying issue is the older topics. I do my best to suggest to them to do more practice on the underlying topic, because that’s where they will really see the largest returns.

Will it be easy? No. But it’s a lot better to be realistic about these kinds of issues than to simply “get a tutor” and hope that everything becomes better. In mathematics, the peripheral knowledge is what ends up separating those that struggle through every single problem and those that can work through them systematically. As such, I recommend to always be aware of your background within mathematics, and to acknowledge the areas in which you are weak and may need some work. Then, address those before automatically saying that you don’t understand the new material. Chances are, the new topics will make a lot more sense once you have worked through and are comfortable with the older topics.

### Estimation, Modeling, and Accuracy

I’m currently studying both mathematics and physics in university, and I have to admit that it can be difficult to straddle the line between the two. Both are similar, yet demand different mindsets in terms of how to think about tackling a problem and actually coming up with a solution. In mathematics, not only is the right answer desirable. Every step along the way should be rigourously justified. That’s because the conclusion that one wants to get to rests on the arguments that come beforehand. Without those arguments, you don’t have anything. This is why mathematics classes require students to create proofs that carefully apply definitions. I’m not saying that there isn’t any playfulness involved, but when it comes down to making an argument, the clearer the supporting propositions, the easier it is for others to become convinced of the truth of your claim.

In physics, I’ve found that the situation is quite different. Being mathematically coherent is of course necessary within developing a theory, but the truth is that physicists are much “looser” with their mathematics, for lack of a better word. In physics, it’s often taken for granted that certain complications “are so small that they won’t make a difference”, which allows them to drop the complications. This is something that absolutely would not be allowed when proving statements in mathematics, because any weak argument is the first thing that gets attacked when someone critiques a proof. Many people think that π+e is transcendental, but since we don’t have a proof of this, it’s an unjustified belief.

The difference in physics (and science in general) is the fact that we often know what the answer should be. This makes a huge difference in terms of the way that we work through theory to get to a result. It’s a lot easier to say “these other contributions won’t have a large effect” when we know that continuing in this manner will give the observed result. Of course, it probably is true that certain contributions aren’t as important (and one can show this mathematically), but that extra work is often hand-waved away. Because of this, I’ve observed that we often will simplify matters a lot more than what I would have thought appropriate, because it gives the correct answer.

I’ve had mixed feelings about this, particularly because I’ve been on the other side in my mathematics classes, where it was necessary to go through the steps, even if something seemed obvious or didn’t make a huge difference. I often thought it was annoying (and still do, at times) when the mathematics were “simplified” in the sense that rigour was sacrificed for brevity and the final result. I wished we would rigourously justify each and every step, in order to make things mathematically correct. I also didn’t like the fact that sometimes we would “guess” results, in the sense that the best way to solve an equation was to try a solution and see what came out of it. This all seemed far removed from my studies in mathematics.

Recently though, I’ve not had a change of heart, but rather I’ve understood more of the rationale behind a lot of these decisions. As I’ve wrote about before, science is about making models of the world that both explain and predict the various features we see around us. However, in order to be mathematically tractable, simplifications and approximations are necessary. Furthermore, they aren’t fundamentally a bad thing, as long as one keeps in mind the simplifications throughout. This was the key I was missing. It’s not that we’re deliberately ignoring thorny issues, it’s that we are making a first model, which can always be refined and improved. It’s unrealistic to expect to have hyper-realistic models when first learning a subject, so these toy models with their approximations will have to do. Even if I don’t like the fact that we approximate irregular shapes as spheres, it’s done so that the problem is tractable and it doesn’t change the end result drastically.

My shift in mindset has come after really digging into some of the work of Tadashi Tokieda, who has some interesting resources from an old course available here. He is an applied mathematician who is also a great communicator. If you look at the website I linked to, you will see that he is very good at explaining things, and I particularly like how he characterizes the kind of work an applied mathematician should do. He says that an applied mathematician should be trying to do a back-of-the-envelope every day in order to increase one’s skills. The goal here isn’t to be analytically exact. Instead, it’s about probing the relationships between the items of interest. It’s about using mathematics to get to a result, without being overly worried about the formalism. That can wait for later. This has inspired me to start doing the same.

I’ve begun working on asking myself questions that delve into this sort of thing, where it’s unclear how to exactly begin, but by making approximations, a reasonable estimate can be found. It’s not easy, but it has gotten me to be more open with estimation. As the author of a book I’m reading on the subject writes, “It’s okay to say that 2 3=10.” The point isn’t to be precise. It’s to make a calculation tractable.

The more that I think about it, the more that I realize that we quickly discourage students from doing this at school. We say, “Don’t guess. Find the exact answer.” The truth is that estimation is important, and should be more frequently used. We should be able to take any kind of statement with a number attached and make sense of it. This ability is crippled when everything has to be exact. As such, I think we should be encouraging more estimation and less accuracy in order to get a foothold into a problem. Only then should we move onto refining and making a model more accurate. After all, that’s what we often do in science. We start with something we can handle, and make it more and more sophisticated.

### Why Do We Make a Fuss About Definitions?

If you’ve ever taken a mathematics course, chances are that you’ve seen how definitions are one of the common items on the board. Definitions form the heart and soul of mathematics. They allow us to pose problems in very precise ways, yet they are the bane of many students, who get back their assignments and see that points were deducted because things that seemed “minor” and weren’t included were in fact quite important.

There’s a case to be made that the details aren’t always so important, but mathematics is a bit of a special case, because when one wants to refine their arguments, it’s critical to have clear definitions. Without them, there’s a good chance that you can get stuck trying to convince others of the veracity of your claims. Additionally, it turns out that while we have a pretty good intutition about many mathematical properties, capturing these properties can be more difficult than it seems at first.

For example, what would you tell me if I asked you to define a circle? Really, what would you say? Of course, we all know what a circle is, so you might draw one for me. But, I insist on you giving me a definition that I could apply to any shape I drew, without you there to tell me if it was a circle or not.

Perhaps you would say that a circle is the shape with only one side. That seems reasonable, and is certainly true for the circles I know of. So I draw this:

Evidently, this is not what you were talking about.

“No egg shapes!” you say. But then I might draw you something else, such as an ellipse or the shape that a running track makes. What about those shapes? Or what about more complicated shapes that still have one “side”, but aren’t circles?

As you can see, this is quickly becoming a much more difficult problem than what it should be. I mean, we should be able to define a circle without any problem! It’s not exactly the most sophisticated shape in existence. However, the problem is that none of the above proposed definitions solely capture the notion of a circle. They do define sets of objects with a certain property, but the sets aren’t restricted to only circles.

This is an important realization, because it points us to the right definition of a circle. What we want is a definition that includes only circles, and all circles. Both the “only” and the “all” are important. What we are looking for is the defining characteristic of a circle (of course, there could be more than one, and so we would have a list of such characteristics).

After a bit of investigation and drawing shapes that are both circles and shapes that are close to circles, an important property that will be found is that a circle has a radius. This isn’t just a random sort of measurement on a circle. What you might notice is that that the radius is the distance that any point on the circle has from the centre of the circle. If you compare this to any other shape you drew that wasn’t a circle, you will quickly realize that only the circle has this property. As such, this seems like a good candidate for a definition of a circle.

Therefore, we define a circle to be the (x,y) points that are exactly a distance r from a chosen point (the centre of the circle). Go ahead and try out these definitions on the shapes you know of. Is it satisfied only for circles, and does it include all of them? You will find that yes, this definition does indeed work.

What we’ve done here is an important phenomenon in mathematics, which is to abstract or “boil down” some sort of structure to its essence. Frequently, mathematicians begin with some sort of structure that is familiar or intuitive to them, and then they ask, “What is the essence of this object?” From there, mathematicians come up with the appropriate definitions to talk about their chosen object of study.

You might notice that our definition of a circle doesn’t talk about being round. This suggests that being round isn’t necessarily “fundamental” to being a circle. (Though, we know that graphically, their curvature is apparent.) Instead, the fundamental essence of a circle seems to be its centre, and the distance r at which all points are away from the centre. In other words, if I wanted to describe any circle to you, I only have to specify two things: its centre and radius. With those two parameters, you can exactly reconstruct the circle I was imagining, even if you didn’t see what I had beforehand.

## Good definitions admit further explorations

Another consequence of a good definition is that it enables further avenues of exploration. To continue with our study of the circle, it turns out that the circle is only a special case of a more general class of objects, called n-spheres. Here, n is the dimension of the object itself (and is greater than or equal to zero), so the circle we are working with is a one-sphere, since the circle is simply a one-dimensional curve. (Remember, a circle is only the boundary of the object. If we were talking about the area inside, it would be called a disk1.) The definition of the n-sphere is a straightforward generalization of our definition for a circle. A n-sphere is the set of points (x1, x2, …, xn+1) which are a distance r from a centre point.

Let’s look at the two other familiar examples. What is the zero-sphere? Well, it’s the set of points (x) which are a distance r from a certain point. But these points are only defined by one coordinate, which means they all lie on the same line! In other words, if we’re given a point (b) on a line, there are only two points that are exactly a distance r from (b). These points are given by (b+r) and (b-r), and can be seen below.

I fully grant you that this isn’t the most interesting object we can think of, but it is consistent with out definition. The other one that we can easily visualize is the two-sphere, which is what you were likely imagining when I said the word sphere in the first place.

Two more note about spheres. You might think that it would have made more sense to call the two-sphere (the regular sphere) a three-sphere, since it’s a three-dimensional object. The problem is that the regular sphere is we only need two free coordinates to describe a sphere (since the radius is constant), which is why we use the description we do.

Additionally, this generalization of the circle means that we can think about spheres in higher dimensions. We can’t visualize them, of course, but we can work with them mathematically. And that’s the important part. We can only do so much mathematics with a definition of a circle that says it’s a “round object”. With our new definition, we can precisely study a sphere in any dimension we want, which is quite useful.

Definitions (along with axioms) work as the building blocks of mathematics. What’s nice about them is that even though we can quickly build up complex machinery and theory that surrounds these definitions, we can always bring ourselves back to the basics if we get stuck. One of my professors captures this perfectly. He often tells us that, if we get stuck on a problem with the new theory we’ve learned, we should always be able to go back to the basics in order to answer a question, or at least find a foothold into the problem.

For myself, this is often how I go about writing proofs. In mathematics, we write proofs to be as minimal as possible, which means that we don’t want to assume anything that we don’t absolutely have to. Therefore, if a certain kind of object is necessary to get a result, there’s a good chance that knowing the definition of that object will help with the proof. That’s why I always try to keep the definitions of the objects I work with handy. You never know if they can be just the thing you need in order to more deeply understand or solve a problem.

1. You can also either include or exclude the boundary. That’s called a closed or open disk.