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Reading Description:
Carmichael, C. S. (2016). Functions : a unifying concept. In G. Hine, R. Reaburn, J.
Anderson, L. Galligan, C. Carmicheal, M. Cavanagh, B. Ngu & B. White, Teaching
secondary mathematics (pp. 326-354). Port Melbourne, VIC. : Cambridge
University Press.
Introduction
Scholars such as Moore {2014) have suggested that quantitative reasoning and
covariational reasoning are both c1itical for success in secondmy and post
secondary mathematics education. Toe former is the cognition required to
represent (or model) an everyday situation by measurable attributes or quanti
ties, whereas the latter is the cognition needed to understand the relationship
between two or more varying quantities. Given that a function is essentially a
relationship between two varying quantities, then an emphasis on functions
is likely to develop covariational reasoning in our students. Moreover, applying
their mathematics to everyday situations is likely to develop students' quan
titative reasoning. Therefore, teachers can and should use functions, applied
326
Chapter 11: Functions 327
This setting is revisited later in the chapter in the section dealing with senior
secondary mathematics.
many students lack the formal geometric knowledge to work effectively in this
setting. The geometric setting is discussed later in the chapter when trigono
metric functions are introduced.
D I I I I I I I
Figure 11.1 Repeating pattern of squares made from matches
2 As with earlier note, this references Content Descriptor133 from the Number and Algebra
strand of the Australian Curriculum Mathematics (F-10).
Chapter 11: Functions 331
Table 11.1 Functional relationship between the number of matches and squares
Number of 2 3 4 5
squares
Number of 4 7 10
matches
In the early secondary years, however, the same problem can be used to build
on earlier experiences with patterns to introduce variables and linear rela
tions. Inevitably, questions are provided to force the students to move from
construction and counting processes to generalisation: 'How many matches
are needed for 27 squares?' or 'Can you find a rule that predicts the number
of matches for any number of squares?' Whereas some students can describe
such a rule, for many this is not an easy task. Noss, Healy and Hoyles (1997)
advocated that students be encouraged to move back and forth between the
physical construction o f the shapes (forcing them to visualise the problem)
and their attempts at generalisation. For these authors this was achieved by
having _students build their shapes on a computer screen using FMSLogo' pro
gramming, though having the students use matches would serve equally well.
In the previous example, Noss et al. (1997) described the efforts of two girls.
The first 'saw' the third (three-square) shape as 'three lots of three and one
more' (see Figure 11.2). Consequently, the student was able to extend this logic
to the four-square shape 'four lots of three and one more' and then generalise
to a 27-square shape as 'twenty seven lots of three and one more'.
CC.C
Figure 11. 2 First student's response to matches pattern
3 FMSLogo is a programming language suitable for young students available from fmslogo.
sourceforge.net.
332 Part 2: Key Mathematics Content
and 28 vertical matches'. Again, with prompting they may express this rela
tionship using the same terminology, as: M = 2S + S + 1.
10 '
"0
Ma
E
0
!j4
0
0 1 2
Number of squares
3 4
Figure 11.4 Graphical representation of a function
Chapter 11: Functions 333
Students are initially asked to predict how many of the original 27 cubes are
painted on: 3 faces, 2 faces, 1 face, and, no faces. The investigation then pro
ceeds from there, because we can now ask them to predict how many of each
category there would be if the original cube was now of side 4 units and com
prised 64 cubes. From there they could be asked to investigate a cube of side 5
units and then generalise beyond this.
Work through this investigation yourself. There is a useful interactive ver
sion of this provided by HWB: Digital learning for Wales. Access to the resource
is via their home page (hwb.wales.gov.uk), where a search for 'painted cube' is
necessary.
The last section described how algebra can be introduced in early secondary
school using a function-related approach that builds on student's primary
school experiences with patterns. Given the importance of functions in devel
oping covariational thinking, it is not surprising that the Australian Curriculum:
Mathematics devotes an entire sub-strand to functions in the
, . secondary school,
which is titled 'Linear and non-linear relationships'. This section explores that
sub-strand and connections that functions have with other content areas of the
curriculum. More specifically, it commences with a discussion on the teaching
of linear functions, introduced in early secondar y school, before moving onto
non-linear functions. It also explores connections that linear and non-linear
functions have with other strands of the mathematics curriculum.
in one setting with those in another. Several researchers (e.g. Bleich, 2003; Noss
et al., 199 7; Yerushalmy, 2000) have advocated a property-oriented approach
to these settings. When solving equations, for example, students should have
the opp01tunity to do so in different settings and be encouraged to make con
nections across the settings. They should be able to identify the solution of an
equation in each of the settings. The introduction of linear functions through
pattern-related activities, described earlier, inevitably leads to the solution of
linear equations {ACMNA179) with students asked, for example, 'If we had 37
matches in the pattern (see Figure 11.1), how many squares would there be?'
Before using algebraic methods, students should utilise the numerical setting,
extending Table 11.1 and/or using arithmetic methods. Similarly; they should
utilise the graphic setting and extend Figure 11.4, which would raise interesting
questions regarding the continuity of the function. Even when using algebraic
methods to solve the equation 37 = 3S + 1, the ACM recommends that students
should have access to a number of different strategies. The back-tracking
method advocated by Lowe et al. (1993), for example, provides a diagrammatic
approach to the solution of equations that can be used before formal algebraic
manipulations occur. Though limited in scope, the method builds on students'
understandings of aiithmetic and requires them to present the equation as a
flowchart (see Figure 11.6) and then work backwards along the flowchart to
determine the unknown. The point is that a property of functions is empha
sised in different settings, thus building up those important connections.
x3 +1
37
As students progress through the secondaiy school and their skills in algebraic
manipulations improve, they are encouraged to explore generalisations of the
linear function y = mx + c. 'fypically students are asked to plot a series of func
tions and to observe the effects of altering the coefficient and constant term
on the shape of the plot. Ideally they should discover these relationships. See,
for example, Activity 11.2, which explores this idea further.
Students in later secondary (Years 9 and 10) are required to solve simul
taneous linear equations. Encouraging access to different function settings
336 Part 2: Key Mathematics Content
Log in to HOTmaths and select the ' HOTmaths Global' Course list and then
choose the ' Early Secondary' Course. From the Topic list choose ' G raphs
on the Cartesian plane', then the ' Comparing lines & equations' Lesson.
Look at the widgets 'Changing the coefficient' and ' Changing the con
stant term' . Use the first widget to graph the functions: (a) y = x (b) y = 2x
(c) y = 3x (d) y = 1 00x, without clearing successive plots. Similarly, use the
second to graph the family of functions: y = x±c.
..
Changing the constant 1e1m
'\
Oo �,1r,,,-.'.,ad&ec,:...,,•.,s1,en:,,rx•t>
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""" c':ea<l',�tl-.a oc"«ttW t.., <·He� ,;,�� dt+-.._
,
2.I+y-3•0
,; 1, � ,,_._ff(., :l d x ln·.-est1gatfr•g the c;.o�ffKl�nt of .-:c
,
T,�� l'l.r!.-a-),:,_1n_,_'<:.';J-', .a.ly\;-, !i"'l l!,;g;j:"1.� (i.'.�;J t'•,? H-.;'!f':l.'.t:t IJ,,.e U'� 'l"i!,i;..t lo �:'lit<C'7..:S-/.a.�v;'_,,.i? &··d o&r,f.i
d .I (p",c,·,�-".(�j (·��,t-!$�"""1¢- L��«:tt'-�Q,e.,'-',&-;t!',.c;:1t,1tl-�&'.a,;:•idt.::-.*'-'"
&'•;>,.
The ' Changing the coefficient' widget, found using the pathway in
Activity 1 1 .2, allows students to see the relationship between coefficient
and gradient. It also demonstrates that increasingly greater coefficients
produce lines that approach the vertical y-axisc Develop some ' sets' of
questions that students could use with this widget. Identify the purpose
of each set, in other words what feature of the linear function would this
set of questions be trying to illustrate?
2 Suggest some activities that you would have students do after they
have used these widgets to explore the influence of the coefficient and
constant term.
338 Part 2: Key Mathematics Content
u
,. Ii
,2;
.3/
4)
5! 7 ; 1 9 } , I ii
' , 5 3 · , s ; .io) t2l ,.
2 2
3 3
4 4
s 5
6 6
7 1
8
9
to
11
[Ill]
12
.
y = 2x
_ _ __ _ __ _ _ _ __ _ __ _ _ _ _ __.,,
_
Use the g roph to keep improving your guess.
Figure 11. 9 Guess and check simultaneous equations and Discovering where lines
cross widgets
Chapter 11: Functions 339
The widgets used in Activity 1 1 .3 provide numerical and graphic settings for
the solution of simultaneous equations. How would you utilise these resources
and what else would you use to develop students' understanding of simulta
neous equations?
than its mass. Students can be provided with these data and use technology to
plot the mass of the soap against the number of days it was in use. The rela
tionship is surprisingly very linear. Alternatively, similar investigations can be
developed from the students' own experiences.
N o n- l i n o a r fu n ctions
Students will encounter non-linear functions when they sketch parabolas and
circles in Year 9 (ACMNA296 ), if not before, and then in Year 10 when they
explore links between the graphic and algebraic settings for each of: quadrat
ics, circles, exponential functions (ACMNA239) and hyperbolas (ACMNA267).
Some students in Year 10 will also encounter periodic functions (ACMMG275 )
as they study trigonometry.
Quadratic functions can be introduced through investigative work involv
ing patterns (see for example, the skeleton tower, described in Activity 11.5 ).
Exponential functions, on the other hand, can be introduced or developed
Chapter 1 1 : Functions 341
Students should initially have access to this exponential function through the
numerical setting provided by a spreadsheet tool such as Excel (see first four
columns of Table 11.2). Moreover, it also allows a link to the graphic setting (see
Figure 11.10). In both settings students can gain an appreciation of the under
lying mathematical features of exponential functions. Extending the spread
sheet, for example, reveals that whereas it takes 13 years to add $10 000 to the
initial amount, it takes eight years to add a further $10 000 and then just five
more years to add another $10 000.
Developing the link to the algebraic setting would involve establishing the formulae shown in
the last column ofTable 1 1 .2, and then generalising these to A � 1 0000 x(1 .056)'
342 Part 2: Key Mathematics Content
The skeleton tower (Shell Centre for Mathematical Education, n.d.) provides
a pattern-based approach for introducing students to quadratic functions.
Students in lower secondary school are encouraged to construct a skeleton
tower with a height of six blocks. From there they are asked to establish the
relationship between the height of the tower and the number of blocks. As they
work through this investigation students can combine the 'wings' of the tower
to form rectangular shapes and thus find a generalisation. Try this skeleton
tower investigation yourself (full details are available from map.mathshell.org/
index.php, search under tasks and select 'skeleton tower' under 'high school').
functions explicitly and many of them cover content, such as rates, that can
be taught in a function-related way. In this section the discussion focuses on
those aspects of functions that have not been discussed earlier in the context
of the lower secondary school curriculum. More specifically, it examines the
algebra of functions, transformations of functions, trigonometric functions
and modelling with functions. The content areas covered in the section are
restricted to the subjects: Mathematical Methods and Specialist Mathematics.
Before covering these areas, however, a brief discussion on pedagogical consid
erations is provided.
Pedagogical considerations
In the senior secondary school students are introduced to the formal setting
(at least in the more formal mathematics subjects such as Mathematical
Methods) and teachers need to establish links between this setting and other
function settings. Yet, as described earlier, students have difficulty connecting
understandings in one function setting with those in another; they tend to
compartmentalise their understanding (Gerson, 2010). Students, for example,
might be able to provide the period of a trigonometric function in a graphic set
ting but not in an algebraic setting, thus compartmentalising within settings.
On the other hand, they may be able to solve a linear equation in a graphic set
ting but be unable to solve a quadratic equation in a graphic setting, thus com
partmentalising within concepts (linear versus quadratic). Clearly, teachers
need to provide opportunities for students to connect their understandings.
Bloch (2003) described an experiment where students explored functions in
the formal setting without resort to the algebraic setting. In what she termed
the 'graphic milieu', the author described a number of tasks that allowed stu
dents to connect understandings between the formal and graphic settings. In
particular; she made use of paths (see Alson, 1992) to demonstrate the link
between these settings. These are described below and their use demonstrated
later in the chapter.
The direct path (see left-most graph in Figure 11.11), shows the graphic rep
resentation of the mapping f: X --> Y where an element of the domain x0 E X
is mapped onto the element f(x0 ) E Y. The definition of a function then fol
lows: as a mapping such that for every x0 E X, there is only one direct path.
The inverse path (shown as the middle graph in Figure 11.11) commences
with elements in the range (points on the y-axis) and shows the mapping
J-1 : Y --> X. The identity paths (right-most graph in Figure 11.11) illustrate the
identity function y = x, that maps elements onto themselves.
344 Part 2: Key Mathematics Content
k ��
h (h,h)
y
X 1 h k
f- Yo X X
Bloch (2003) desc1ibed how with tools such as the paths identified above, stu
dents can start to think in the formal function setting without relying neces
sadly on the algebraic setting. This is particularly helpful because, as noted,
students tend to have difficulty working in the algebraic setting. The use of
these paths in the algebra of functions is explained in the next section.
Algebra of functions
The ACM requires some students to understand the inverse of fu nctions
(ACMSM095). Using the graphic setting, students should see that a function
y = f(x) and its inverse (when it exists) y = r'(x) are reflections of each other
across the line y = x. Similarly, using the algebraic setting students can deter
mine that the inverse of, for example, f(x) = 2x+1 is r'(x) = x-i. Bloch (2003)
2
maintained that with the use of paths, students should be able to appreciate
the graphic nature of the inverse without the need for algebraic methods
(see Figure 11.12). The left-most diagram in Figure 11.12 shows how paths
are used to find the position of the point (h,J-'(h)). Students can start with
an abscissa x = h, follow a vertical path to the line y � x, and then a hodzontal
path to the function Y = J(x), where the point o f intersection will be (f- 1 (h), h).
Taking a vertical path back to the line y = X at the point (F' (h),r'(h)) and
then a horizontal path back to the odginal abscissa yields the desired posi
tion of the point on the inverse function (h,F' (h)). The second diagram shows
the same process for the abscissa x = k, yielding the location of a second point
(k,F' (k)). Following this process for a few abscissae students should be able to
sketch (or plot) the inverse function shown in the third diagram and observe
the relationship between any function and its inverse as a reflection across
the line y = x.
Chapter 11: Functions 345
y
Y= f(x) .. f:x
y
r= f(x)
y I ·
y � f(X)· ·········· ;.•'f� X
/-·
··
(r\h), h) .. ({�;··
. .. .
. .. . ...... .. . Y= ,-1 (x}
.. .(hi. )
(h,r'(h))
(r'.(ni:r' (h,t''(h))
...
..........
- -
- --�·--------------- h X
k X k h X
The ACM suggests that students recognise features of the graphs y = f(x), y = af(x),
y = f(x) + c, and y = f(x - a), but separates these into concepts related to quad
ratic functions (ACMMM007), hyperbolic or inverse functions (ACMMM013),
polynomials (ACMMM017), and trigonometric functions (ACMMM039). It is sug
gested that treating all of these transformations on a number of different types
of functions can avoid students compartmentalising within concepts. Students
need to be able to recognise, for example, that irrespective of function type,
y = f(x- a) is the-horizontal translation of y = f(x) through a units. Rather than
focusing learning on a type of function (parabola, hyperbola, etc.), a focus on
the type of transformation is also needed.
I 1�t·h n 11t.1/: .
l -
<ru.>;S1,lg'EJ
<huta(ro
�
UAfrRfillWl,.-..i:
E::l...©.
.- Fire\) �,J;fj
'_Jso,.,.;J
Iii L I I
How would you use this resource in a teaching situation? What specific direc
tions would you provide for students and what function-related concepts
could be developed? See, for example, Sokolowski (2013), who described its
use with a class of high school students from the United States.
Trigonometric -functions
Wrapping functions
Imagine a square centred on the origin with vertices (1, 0), (0, 1), ( - 1, 0) and
(0, -1). Imagine then that we anchored a piece of stling to the point (1, 0) and
wrapped the string around the edges of the square in an anticlockwise direc
tion (see Figure 11.14). We are concerned with the relationship between the
length of the string (as the independent variable) and the ordinate of the point
on the square, where the unit of length4 in this example is -./2. Students can
4 Gough (2010) recommended commencing with a simpler model for students, a square with
sides parallel to the axes and vertices A(l,1), B(-1,1), C(-1,-1) and D 1
( ,-1). The unit of length is
therefore simpler.
348 Part 2: Key Mathematics Content
represent this in the numerical setting (Table 11.3 ) and the graphic setting
(Figure 11.15 ). In the latter, they should consider the appropriateness of con
necting the points with straight line sections.
(1,0) X
y
Figure 11.14 Geometric basis of a simple wrapping function
Ordinate (y) 0 0 -1 0 0 -1
'•,,Length
·
· ··
·e .
might examine more carefully the nature of the function between these inter
vals (see right-most graph in Figure 11.16). Ozgiin-Koca, Edwards and Meagher
(2013) described a hands-on approach using the unit circle and uncooked spa
ghetti, where students physically measured the ordinate in each case using
a piece of uncooked spaghetti (broken to the correct length) and then glued
that onto a plot of ordinate against length. They observed, however, that the
physical manipulation (breaking and gluing) of spaghetti was time consuming
for students, prompting the authors to develop an applet for this activity (see
tinyurl.com/spagh1).
Ay
AY
f {
X ' X
,,
V ¥
V
Figure 1 1 . 1 6 Using the unit circle as the geometric basis for a wrapping function
Example: Intuitively one would expect that the distribution of births by birth
date would be uniform and this statement could be P ? sed as the basis of an
investigation. The distribution of births by birth date for residents in New York
during 1978 is avai1ab1e from www.dartmouth.edu/-chance/teaching__aids/
data/birthday. txt.
Plots of these data are shown in Figure 11.17, where the first day recorded was
Sunday 1 January 1 978.
(a) 12000
a
10000
8000
--�f�I�\
:0
15 6000 .
0
.0
E
,,
z 4000
2000
O L.----- - - ----- - -
0 100 200 300
Day of the year
(b) 12000
10000
8000
€
:0
15 6000
0
n
� 4000 ·
z
2000
o '--- - -
'
- --------
- ' ' -�'
0 10 20 30 40 50
Day of the year
Figure 1 1 .17 Plots of birth numbers by date for New York in 1 978
Chapter 11: Functions 351
Figure 11.17a shows birth numbers for each day over the year. An inspec
tion of this suggests a seasonal variation occurs during the year. Figure 11.17b
shows the number of births for each day during the first 50 days of the year
and shows an approximate periodicity of seven days. At this stage, these
data may merely be used to illustrate the notion of periodicity and students
could be encouraged to consider the context from which they were collected
to suggest why the periodicity occurs. They could also provide hypotheses
to explain the apparent seasonal variation shown in the first plot. Although
Galbraith (2011) cautioned against mindlessly fitting curves to data, students
could explore transformations of trigonometric functions to produce curves
of a similar nature to that shown in the second plot. A simple attempt is
shown in Figure 11.18, which entails an understanding of periodicity, ampli
tude, phase shift and vertical shift; notions which are all within the reach
of a senior mathematics student. Taking the absolute value of the function
to obtain the final form, however, may require some prompting questions.
Students could also explore the addition of periodic functions in order to
model the apparent seasonal effects, thus laying the groundwork for Fourier
analysis. In any case, they should be encouraged to refer back to the original
context and discuss the problem: Is the distribution of birthdays uniform?
More importantly, however, they could consider whether the model is gener
alisable to other populations.
1 2 000
1 0 000
'" ''
''
(/)
8000
b 6000
2E
z 4000
:J
2000
� Model function
- - - Actual function
0
0 10 20 30 40 50
Day of the year
Figure 1 1 . 1 8 Comparison of model and actual functions
352 · Part 2: Key Mathematics Content
l"NA
n-, ,, ', i'lw ·1· 1 ,,1. ,_,1
,1 ,
'·"
Table 1 1 .4
Considering the steps needed to model a real-world situation from Activity 1 1 .9,
how would you develop the activity into a lesson or unit of work? What ques
tions would you use to guide students through the activity? What difficulties
do you anticipate they might have with the activity? See Wood (2003), who
has used similar data with senior students.
Chapter 1 1 : Functions 353
S u mmary
investigations, both described in this chapter, are ideal for developing early
knowledge of functions. As students progress through the secondary school
and become more familiar with the graphic setting, activities can be problem
based. The chapter presented a problem that required simultaneous equations
and recommended numerical, graphic and algebraic solutions. As students are
introduced to the formal setting, activities are needed to develop connections
with the other settings. The use of paths was suggested as a means for build
ing connections between the graphic and formal settings. Similarly, activities
based on wrapping functions were presented with the intent of building con
nections between the geometric, graphic and algebraic settings.