The Psychology of Arithmetic — Background and Themes
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THE MACMILLAN COMPANY NEW YORK · BOSTON · CHICAGO · DALLAS ATLANTA · SAN FRANCISCO
MACMILLAN & CO., LIMITED LONDON · BOMBAY · CALCUTTA MELBOURNE
THE MACMILLAN COMPANY OF CANADA, LIMITED TORONTO
THE PSYCHOLOGY OF ARITHMETIC
BY EDWARD L. THORNDIKE
TEACHERS COLLEGE, COLUMBIA UNIVERSITY
New York THE MACMILLAN COMPANY 1929
_All rights reserved_
COPYRIGHT, 1922, BY THE MACMILLAN COMPANY.
Set up and electrotyped. Published January, 1922. Reprinted October, 1924; May, 1926; August, 1927; October, 1929.
· PRINTED IN THE UNITED STATES OF AMERICA ·
Within recent years there have been three lines of advance in psychology which are of notable significance for teaching. The first is the new point of view concerning the general process of learning. We now understand that learning is essentially the formation of connections or bonds between situations and responses, that the satisfyingness of the result is the chief force that forms them, and that habit rules in the realm of thought as truly and as fully as in the realm of action.
The second is the great increase in knowledge of the amount, rate, and conditions of improvement in those organized groups or hierarchies of habits which we call abilities, such as ability to add or ability to read. Practice and improvement are no longer vague generalities, but concern changes which are definable and measurable by standard tests and scales.
The third is the better understanding of the so-called "higher processes" of analysis, abstraction, the formation of general notions, and reasoning. The older view of a mental chemistry whereby sensations were compounded into percepts, percepts were duplicated by images, percepts and images were amalgamated into abstractions and concepts, and these were manipulated by reasoning, has given way to the understanding of the laws of response to elements or aspects of situations and to many situations or elements thereof in combination. James' view of reasoning as "selection of essentials" and "thinking things together" in a revised and clarified form has important applications in the teaching of all the school subjects.
This book presents the applications of this newer dynamic psychology to the teaching of arithmetic. Its contents are substantially what have been included in a course of lectures on the psychology of the elementary school subjects given by the author for some years to students of elementary education at Teachers College. Many of these former students, now in supervisory charge of elementary schools, have urged that these lectures be made available to teachers in general. So they are now published in spite of the author's desire to clarify and reinforce certain matters by further researches.
A word of explanation is necessary concerning the exercises and problems cited to illustrate various matters, especially erroneous pedagogy. These are all genuine, having their source in actual textbooks, courses of study, state examinations, and the like. To avoid any possibility of invidious comparisons they are not quotations, but equivalent problems such as represent accurately the spirit and intent of the originals.
I take pleasure in acknowledging the courtesy of Mr. S. A. Courtis, Ginn and Company, D. C. Heath and Company, The Macmillan Company, The Oxford University Press, Rand, McNally and Company, Dr. C. W. Stone, The Teachers College Bureau of Publications, and The World Book Company, in permitting various quotations.
TEACHERS COLLEGE COLUMBIA UNIVERSITY April 1, 1920
INTRODUCTION: THE PSYCHOLOGY OF THE ELEMENTARY SCHOOL SUBJECTS xi
I. THE NATURE OF ARITHMETICAL ABILITIES 1
Knowledge of the Meanings of Numbers Arithmetical Language Problem Solving Arithmetical Reasoning Summary The Sociology of Arithmetic
II. THE MEASUREMENT OF ARITHMETICAL ABILITIES 27
A Sample Measurement of an Arithmetical Ability Ability to Add Integers Measurements of Ability in Computation Measurements of Ability in Applied Arithmetic: the Solution of Problems
III. THE CONSTITUTION OF ARITHMETICAL ABILITIES 51
The Elementary Functions of Arithmetical Learning Knowledge of the Meaning of a Fraction Learning the Processes of Computation
IV. THE CONSTITUTION OF ARITHMETICAL ABILITIES (_continued_) 70
The Selection of the Bonds to Be Formed The Importance of Habit Formation Desirable Bonds Now Often Neglected Wasteful and Harmful Bonds Guiding Principles
V. THE PSYCHOLOGY OF DRILL IN ARITHMETIC: THE STRENGTH OF BONDS 102
The Need of Stronger Elementary Bonds Early Mastery The Strength of Bonds for Temporary Service The Strength of Bonds with Technical Facts and Terms The Strength of Bonds Concerning the Reasons for Arithmetical Processes Propædeutic Bonds
VI. THE PSYCHOLOGY OF DRILL IN ARITHMETIC: THE AMOUNT OF PRACTICE AND THE ORGANIZATION OF ABILITIES 122
The Amount of Practice Under-learning and Over-learning The Organization of Abilities
VII. THE SEQUENCE OF TOPICS: THE ORDER OF FORMATION OF BONDS 141
Conventional _versus_ Effective Orders Decreasing Interference and Increasing Facilitation Interest General Principles
VIII. THE DISTRIBUTION OF PRACTICE 156
The Problem Sample Distributions Possible Improvements
IX. THE PSYCHOLOGY OF THINKING: ABSTRACT IDEAS AND GENERAL NOTIONS IN ARITHMETIC 169
Responses to Elements and Classes Facilitating the Analysis of Elements Systematic and Opportunistic Stimuli to Analysis Adaptations to Elementary-school Pupils
X. THE PSYCHOLOGY OF THINKING: REASONING IN ARITHMETIC 185
The Essentials of Arithmetical Reasoning Reasoning as the Coöperation of Organized Habits
XI. ORIGINAL TENDENCIES AND ACQUISITIONS BEFORE SCHOOL 195
The Utilization of Instinctive Interests The Order of Development of Original Tendencies Inventories of Arithmetical Knowledge and Skill The Perception of Number and Quantity The Early Awareness of Number
XII. INTEREST IN ARITHMETIC 209
Censuses of Pupils' Interests Relieving Eye Strain Significance for Related Activities Intrinsic Interest in Arithmetical Learning
XIII. THE CONDITIONS OF LEARNING 227
External Conditions The Hygiene of the Eyes in Arithmetic The Use of Concrete Objects in Arithmetic Oral, Mental, and Written Arithmetic
XIV. THE CONDITIONS OF LEARNING: THE PROBLEM ATTITUDE 266
Illustrative Cases General Principles Difficulty and Success as Stimuli False Inferences
XV. INDIVIDUAL DIFFERENCES 285
Nature and Amount Differences within One Class The Causes of Individual Differences The Interrelations of Individual Differences
BIBLIOGRAPHY OF REFERENCES 302
THE PSYCHOLOGY OF THE ELEMENTARY SCHOOL SUBJECTS
The psychology of the elementary school subjects is concerned with the connections whereby a child is able to respond to the sight of printed words by thoughts of their meanings, to the thought of "six and eight" by thinking "fourteen," to certain sorts of stories, poems, songs, and pictures by appreciation thereof, to certain situations by acts of skill, to certain others by acts of courtesy and justice, and so on and on through the series of situations and responses which are provided by the systematic training of the school subjects and the less systematic training of school life during their study. The aims of elementary education, when fully defined, will be found to be the production of changes in human nature represented by an almost countless list of connections or bonds whereby the pupil thinks or feels or acts in certain ways in response to the situations the school has organized and is influenced to think and feel and act similarly to similar situations when life outside of school confronts him with them.
We are not at present able to define the work of the elementary school in detail as the formation of such and such bonds between certain detached situations and certain specified responses. As elsewhere in human learning, we are at present forced to think somewhat vaguely in terms of mental functions, like "ability to read the vernacular," "ability to spell common words," "ability to add, subtract, multiply, and divide with integers," "knowledge of the history of the United States," "honesty in examinations," and "appreciation of good music," defined by some general results obtained rather than by the elementary bonds which constitute them.
The psychology of the school subjects begins where our common sense knowledge of these functions leaves off and tries to define the knowledge, interest, power, skill, or ideal in question more adequately, to measure improvement in it, to analyze it into its constituent bonds, to decide what bonds need to be formed and in what order as means to the most economical attainment of the desired improvement, to survey the original tendencies and the tendencies already acquired before entrance to school which help or hinder progress in the elementary school subjects, to examine the motives that are or may be used to make the desired connections satisfying, to examine any other special conditions of improvement, and to note any facts concerning individual differences that are of special importance to the conduct of elementary school work.
Put in terms of problems, the task of the psychology of the elementary school subjects is, in each case:--
(1) _What is the function?_ For example, just what is "ability to read"? Just what does "the understanding of decimal notation" mean? Just what are "the moral effects to be sought from the teaching of literature"?
(2) _How are degrees of ability or attainment, and degrees of progress or improvement in the function or a part of the function measured?_ For example, how can we determine how well a pupil should write, or how hard words we expect him to spell, or what good taste we expect him to show? How can we define to ourselves what knowledge of the meaning of a fraction we shall try to secure in grade 4?
(3) _What can be done toward reducing the function to terms of particular situation-response connections, whose formation can be more surely and easily controlled?_ For example, how far does ability to spell involve the formation one by one of bonds between the thought of almost every word in the language and the thought of that word's letters in their correct order; and how far does, say, the bond leading from the situation of the sound of _ceive_ in _receive_ and _deceive_ to their correct spelling insure the correct spelling of that part of _perceive_? Does "ability to add" involve special bonds leading from "27 and 4" to "31," from "27 and 5" to "32," and "27 and 6" to "33"; or will the bonds leading from "7 and 4" to "11," "7 and 5" to "12" and "7 and 6" to "13" (each plus a simple inference) serve as well? What are the situations and responses that represent in actual behavior the quality that we call school patriotism?
(4) _In almost every case a certain desired change of knowledge or skill or power can be attained by any one of several sets of bonds. Which of them is the best? What are the advantages of each?_ For example, learning to add may include the bonds "0 and 0 are 0," "0 and 1 are 1," "0 and 2 are 2," "1 and 0 are 1," "2 and 0 are 2," etc.; or these may be all left unformed, the pupil being taught the habits of entering 0 as the sum of a column that is composed of zeros and otherwise neglecting 0 in addition. Are the rules of usage worth teaching as a means toward correct speech, or is the time better spent in detailed practice in correct speech itself?
(5) _A bond to be formed may be formed in any one of many degrees of strength. Which of these is, at any given stage of learning the subject, the most desirable, all things considered?_ For example, shall the dates of all the early settlements of North America be learned so that the exact year will be remembered for ten years, or so that the exact date will be remembered for ten minutes and the date with an error plus or minus of ten years will be remembered for a year or two? Shall the tables of inches, feet, and yards, and pints, quarts, and gallons be learned at their first appearance so as to be remembered for a year, or shall they be learned only well enough to be usable in the work of that week, which in turn fixes them to last for a month or so? Should a pupil in the first year of study of French have such perfect connections between the sounds of French words and their meanings that he can understand simple sentences containing them spoken at an ordinary rate of speaking? Or is slow speech permissible, and even imperative, on the part of the teacher, with gradual increase of rate?
(6) _In almost every case, any set of bonds may produce the desired change when presented in any one of several orders. Which is the best order? What are the advantages of each?_ Certain systems for teaching handwriting perfect the elementary movements one at a time and then teach their combination in words and sentences. Others begin and continue with the complex movement-series that actual words require. What do the latter lose and gain? The bonds constituting knowledge of the metric system are now formed late in the pupil's course. Would it be better if they were formed early as a means of facilitating knowledge of decimal fractions?
(7) _What are the original tendencies and pre-school acquisitions upon which the connection-forming of the elementary school may be based or which it has to counteract?_ For example, if a pupil knows the meaning of a heard word, he may read it understandingly from getting its sound, as by phonic reconstruction. What words does the average beginner so know? What are the individual differences in this respect? What do the instincts of gregariousness, attention-getting, approval, and helpfulness recommend concerning group-work _versus_ individual-work, and concerning the size of a group that is most desirable? The original tendency of the eyes is certainly not to move along a line from left to right of a page, then back in one sweep and along the next line. What is their original tendency when confronted with the printed page, and what must we do with it in teaching reading?
(8) _What armament of satisfiers and annoyers, of positive and negative interests and motives, stands ready for use in the formation of the intrinsically uninteresting connections between black marks and meanings, numerical exercises and their answers, words and their spelling, and the like?_ School practice has tried, more or less at random, incentives and deterrents from quasi-physical pain to the most sentimental fondling, from sheer cajolery to philosophical argument, from appeals to assumed savage and primitive traits to appeals to the interest in automobiles, flying-machines, and wireless telegraphy. Can not psychology give some rules for guidance, or at least limit experimentation to its more hopeful fields?
(9) _The general conditions of efficient learning are described in manuals of educational psychology. How do these apply in the case of each task of the elementary school?_ For example, the arrangement of school drills in addition and in short division in the form of practice experiments has been found very effective in producing interest in the work and in improvement at it. In what other arithmetical functions may we expect the same?
(10) _Beside the general principles concerning the nature and causation of individual differences, there must obviously be, in existence or obtainable as a possible result of proper investigation, a great fund of knowledge of special differences relevant to the learning of reading, spelling, geography, arithmetic, and the like. What are the facts as far as known? What are the means of learning more of them?_ Courtis finds that a child may be specially strong in addition and yet be specially weak in subtraction in comparison with others of his age and grade. It even seems that such subtle and intricate tendencies are inherited. How far is such specialization the rule? Is it, for example, the case that a child may have a special gift for spelling certain sorts of words, for drawing faces rather than flowers, for learning ancient history rather than modern?
Such are our problems: this volume discusses them in the case of arithmetic. The student who wishes to relate the discussion to the general pedagogy of arithmetic may profitably read, in connection with this volume: The Teaching of Elementary Mathematics, by D. E. Smith ['01], The Teaching of Primary Arithmetic, by H. Suzzallo ['11], How to Teach Arithmetic, by J. C. Brown and L. D. Coffman ['14], The Teaching of Arithmetic, by Paul Klapper ['16], and The New Methods in Arithmetic, by the author ['21].
THE PSYCHOLOGY OF ARITHMETIC
THE NATURE OF ARITHMETICAL ABILITIES
According to common sense, the task of the elementary school is to teach:--(1) the meanings of numbers, (2) the nature of our system of decimal notation, (3) the meanings of addition, subtraction, multiplication, and division, and (4) the nature and relations of certain common measures; to secure (5) the ability to add, subtract, multiply, and divide with integers, common and decimal fractions, and denominate numbers, (6) the ability to apply the knowledge and power represented by (1) to (5) in solving problems, and (7) certain specific abilities to solve problems concerning percentage, interest, and other common occurrences in business life.
This statement of the functions to be developed and improved is sound and useful so far as it goes, but it does not go far enough to make the task entirely clear. If teachers had nothing but the statement above as a guide to what changes they were to make in their pupils, they would often leave out important features of arithmetical training, and put in forms of training that a wise educational plan would not tolerate. It is also the case that different leaders in arithmetical teaching, though they might all subscribe to the general statement of the previous paragraph, certainly do not in practice have identical notions of what arithmetic should be for the elementary school pupil.
The ordinary view of the nature of arithmetical learning is obscure or inadequate in four respects. It does not define what 'knowledge of the meanings of numbers' is; it does not take account of the very large amount of teaching of _language_ which is done and should be done as a part of the teaching of arithmetic; it does not distinguish between the ability to meet certain quantitative problems as life offers them and the ability to meet the problems provided by textbooks and courses of study; it leaves 'the ability to apply arithmetical knowledge and power' as a rather mystical general faculty to be improved by some educational magic. The four necessary amendments may be discussed briefly.
KNOWLEDGE OF THE MEANINGS OF NUMBERS
Knowledge of the meanings of the numbers from one to ten may mean knowledge that 'one' means a single thing of the sort named, that two means one more than one, that three means one more than two, and so on. This we may call the _series_ meaning. To know the meaning of 'six' in this sense is to know that it is one more than five and one less than seven--that it is between five and seven in the number series. Or we may mean by knowledge of the meanings of numbers, knowledge that two fits a collection of two units, that three fits a collection of three units, and so on, each number being a name for a certain sized collection of discrete things, such as apples, pennies, boys, balls, fingers, and the other customary objects of enumeration in the primary school. This we may call the _collection_ meaning. To know the meaning of six in this sense is to be able to name correctly any collection of six separate, easily distinguishable individual objects. In the third place, knowledge of the numbers from one to ten may mean knowledge that two is twice whatever is called one, that three is three times whatever is one, and so on. This is, of course, the _ratio_ meaning. To know the meaning of six in this sense is to know that if ___________ is one, a line half a foot long is six, that if [___] is one, [____________] is about six, while if [__] is one, [______] is about six, and the like. In the fourth place, the meaning of a number may be a smaller or larger fraction of its _implications_--its numerical relations, facts about it. To know six in this sense is to know that it is more than five or four, less than seven or eight, twice three, three times two, the sum of five and one, or of four and two, or of three and three, two less than eight--that with four it makes ten, that it is half of twelve, and the like. This we may call the '_nucleus of facts_' or _relational_ meaning of a number.
Ordinary school practice has commonly accepted the second meaning as that which it is the task of the school to teach beginners, but each of the other meanings has been alleged to be the essential one--the series idea by Phillips ['97], the ratio idea by McLellan and Dewey ['95] and Speer ['97], and the relational idea by Grube and his followers.
This diversity of views concerning what the function is that is to be improved in the case of learning the meanings of the numbers one to ten is not a trifling matter of definition, but produces very great differences in school practice. Consider, for example, the predominant value assigned to counting by Phillips in the passage quoted below, and the samples of the sort of work at which children were kept employed for months by too ardent followers of Speer and Grube.
THE SERIES IDEA OVEREMPHASIZED
Thorndike opens with a declaration that learning is “essentially the formation of connections or bonds between situations and responses.” This bond theory, drawn from his earlier work in educational psychology, drives every recommendation in the book. He is not content with generalities: he insists that practice and improvement are “definable and measurable by standard tests and scales.” The preface frames arithmetic not as a logical system to be grasped, but as a set of habits to be built, with the satisfyingness of results as the chief force shaping those habits.
The excerpts show Thorndike applying this framework to specific operations. He argues that long multiplication should be taught as a “teaching unit” because each bond “gets much help from, and gives much help to, the others.” In contrast, denominate numbers should be broken apart and distributed across the curriculum. His reasoning is consistently psychological rather than mathematical: he cares about interference, transfer, and the timing of bond formation.
Bonds, Not Logic
Thorndike’s central claim is that arithmetic ability consists of thousands of specific connections. He writes that “habit rules in the realm of thought as truly and as fully as in the realm of action.” This leads him to reject the notion that understanding mathematical principles should precede drill. Instead, he advocates forming bonds through repeated practice with immediate feedback. For example, he recommends that pupils learn the series “5 = .... 2s and .... remainder” before tackling short division, treating these as practice on division tables rather than as conceptual preparation. The bond theory also explains his insistence on teaching long multiplication as a unit: each sub-skill (carrying, placing partial products) reinforces the others, reducing interference.
The Sequence of Multiplication
Thorndike prescribes a precise order for introducing multiplication facts. He suggests teaching short multiplication as soon as the ×2, ×3, ×4, and ×5 facts are learned, putting ×6, ×7, and the rest to work immediately. He warns against delaying multi-digit multipliers: “If the pupil gets used to multiplying only as one does with two-place multipliers, he will suffer more by the resulting interference.” The excerpts show him advocating for four-, five-, and six-place numbers early, even if the pupil “cannot exactly realize” their magnitude. The rationale is purely psychological—the bonds are strengthened by repeated use in varied contexts, not by logical progression.
Denominate Numbers as a Counterexample
In sharp contrast to his treatment of multiplication, Thorndike argues that denominate numbers “most certainly should not be treated as a large teaching unit.” He proposes scattering reductions across the curriculum: feet-to-inches as practice for multiplication with large numbers, gallons-to-quarts as preparation for fractions. He even suggests inventing a measure called the “twoqua” (midway between quart and gallon) to teach carrying and borrowing. This reveals his willingness to sacrifice mathematical authenticity for pedagogical efficiency. The bonds for denominate numbers, he claims, are best formed “as helpful preparations for and applications of other bonds” throughout the first eight half-years of instruction.
The Role of Measurement and Testing
Thorndike repeatedly invokes standard tests and scales as tools for defining and measuring improvement. The excerpts do not detail his own experiments, but they show his reliance on data from actual classrooms. He cites “genuine” textbooks, courses of study, and state examinations as sources for his examples of erroneous pedagogy. This empirical stance is consistent with his bond theory: if learning is the formation of measurable connections, then instruction should be evaluated by its effects on those connections. He does not argue from tradition or authority, but from what he claims is observable in pupil performance. The reader is left to infer that his recommendations are based on systematic observation, though the excerpts provide only hints of the evidence.
Thorndike’s book is not a general treatise on mathematics education but a specific application of his connectionist psychology. Readers interested in the history of educational theory will find a clear example of how behaviorist ideas were translated into classroom practice. Those looking for practical teaching tips should note that Thorndike’s recommendations are tightly tied to his bond theory; accepting his sequence of instruction means accepting his underlying model of learning. The excerpts offer a concentrated sample of his method: precise, data-oriented, and unapologetically prescriptive.
There’s something touching in how Thorndike saw arithmetic as a chain of tiny, dependable habits—each answer a quiet click in the mind. It reminds me of sitting with The Psychology of Arithmetic, feeling the weight of fixed sequences. The Science of Human Nature: A Psychology for Beginners — Inside the Classic has that same earnest patience, the gentle belief that understanding grows from simple bonds, slowly laid down.
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