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| \title{\textbf{Distinguishing Language Difficulty from Mathematical\\ Difficulty in Children's Word Problems}} |
| \author{CosmicMicra} |
| \affil{\textit{Bilingual Adaptive Math Project}\\\texttt{https://github.com/CosmicMicra/bilingual-math-tutor}} |
| \date{\today} |
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| \begin{document} |
| \maketitle |
|
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| \begin{abstract} |
| A bilingual child who fails a math word problem may understand the mathematics |
| perfectly and be stuck only on the English. Standard adaptive systems collapse |
| this distinction: a wrong answer lowers difficulty, which is exactly the wrong |
| response when the mathematics was never the obstacle. Building on the |
| three-component framework of \citet{daroczy2015}, who decompose word-problem |
| difficulty into linguistic complexity, numerical complexity, and their |
| interaction, we ask an empirical question: \emph{are the linguistic and |
| mathematical difficulty of a children's word problem genuinely separable |
| signals, or two faces of one underlying difficulty?} We extract an interpretable |
| twelve-feature linguistic block (readability formulas, CEFR-graded vocabulary |
| with protected mathematics terms, and dependency-parse syntax) and a |
| mathematical block (solution-step count, operation count and type, and number |
| magnitude) for 1{,}218 grade-labeled ASDiv problems and 700 SVAMP problems. Three |
| results support separability. (i) In a five-fold cross-validated regression |
| predicting a problem's grade level, the linguistic block alone reaches |
| $R^2{=}0.18$ and the mathematical block $R^2{=}0.31$; combining them reaches |
| $R^2{=}0.45$ --- a $+0.14$ lift, indicating each block carries signal the other |
| lacks. (ii) Variance partitioning attributes $0.223$ of explained variance |
| uniquely to mathematical features, $0.072$ uniquely to linguistic features, and |
| only $0.039$ to their shared component, so the two blocks explain mostly |
| non-overlapping variance. (iii) A single-dimensional difficulty index from each |
| block correlates at only Spearman $\rho{=}0.12$, i.e.\ the two axes are |
| near-orthogonal; and on SVAMP, holding the mathematics constant, linguistic |
| features still vary substantially. We argue these findings justify treating |
| language and mathematics as separate dials in adaptive instruction and |
| assessment for bilingual learners, and we release all code, features, and a |
| reproducible pipeline. |
| \end{abstract} |
|
|
| \section{Introduction} |
| Word problems are the point where mathematics meets language. To solve one, a |
| child must first read a short text, build a mental model of the situation it |
| describes, and only then carry out the arithmetic \citep{kintsch1985,cummins1988}. |
| Failure can therefore originate in two very different places: the |
| \emph{mathematics} (the child cannot perform the required operations) or the |
| \emph{language} (the child cannot decode the text well enough to recover the |
| mathematical structure). For bilingual learners and English-language learners |
| (ELLs) this distinction is not academic. \citet{abedi2001} showed that |
| \emph{linguistically modifying} mathematics test items---simplifying the |
| non-mathematical language without changing the mathematics---raises the scores of |
| ELL and low-income students, establishing unnecessary language load as a source |
| of \emph{construct-irrelevant variance}: difficulty that the test did not intend |
| to measure. \citet{martiniello2008} confirmed this at the item level, finding |
| that linguistic complexity produces differential item functioning (DIF) against |
| ELLs even after controlling for mathematical ability. |
|
|
| The practical consequence motivates this work. An adaptive tutor that lowers |
| mathematical difficulty whenever a bilingual student struggles will, for a |
| student whose mathematics is fine but whose English is not, repeatedly make the |
| mathematics easier while never addressing the real barrier. The correct response |
| is to vary the \emph{language}, not the mathematics. This is only possible if the |
| system can read the two difficulties as separate quantities. |
|
|
| \citet{daroczy2015}, in their review of linguistic and numerical factors in word |
| problems, give the conceptual foundation: word-problem difficulty decomposes into |
| (i)~linguistic complexity of the text, (ii)~numerical complexity of the |
| arithmetic, and (iii)~the interaction between them. Our contribution is to test |
| this decomposition \emph{empirically and computationally} on children's word |
| problems, and to quantify how separable the two axes actually are. Concretely: |
|
|
| \begin{itemize} |
| \item We define two interpretable, orthogonally-motivated feature blocks---a |
| \textbf{linguistic} block and a \textbf{mathematical} block---each grounded in |
| the factors named by \citet{daroczy2015}, \citet{abedi2001}, and |
| \citet{martiniello2008}, and each computable from problem text alone |
| (\S\ref{sec:method}). |
| \item We show, via block-wise regression and \emph{variance partitioning} on |
| grade-labeled problems, that the two blocks explain mostly non-overlapping |
| variance in problem difficulty (\S\ref{sec:results}, E1, E4). |
| \item We show the two difficulty axes are near-orthogonal (Spearman |
| $\rho{=}0.12$) and, using the SVAMP linguistic-perturbation paradigm |
| \citep{patel2021}, that language varies even when the mathematics is held fixed |
| (E2, E3). |
| \item We release the full pipeline, features, and results for reproduction. |
| \end{itemize} |
|
|
| We are explicit about scope: we measure the \emph{separability of difficulty |
| signals from text}, not student response data. The grade label of a problem is a |
| proxy for its overall (mathematical) difficulty; human solve-rate or |
| item-response-theory difficulty would be a stronger target and is the natural |
| next step (\S\ref{sec:limits}). |
|
|
| \section{Related Work} |
| \paragraph{Language as construct-irrelevant variance.} |
| The foundational result is \citet{abedi2001}: simplifying the non-mathematical |
| language of NAEP items raised ELL and low-SES scores without altering the |
| mathematics, framing excess language load as construct-irrelevant variance. |
| \citet{martiniello2008} operationalized this at the item level with DIF analysis |
| on a grade-4 state test, reporting that linguistic complexity predicts DIF |
| against ELLs ($\beta{=}0.141$, $p<.001$; model adj.\ $R^2{=}0.66$), and that |
| schematic (visual) representations attenuate the effect. Think-aloud studies in |
| that line identify the specific culprits: low-frequency and polysemous |
| vocabulary, long noun and prepositional phrases, multiclausal sentences with |
| embedded relative/adverbial clauses, and passive voice. \citet{shaftel2006} add a |
| crucial methodological caution---individual linguistic features are often |
| non-significant in isolation; the effect emerges only when features are |
| \emph{aggregated}---which directly motivates our use of a multi-feature block |
| rather than any single readability number. |
|
|
| \paragraph{Comprehension models and relational language.} |
| \citet{kintsch1985} and \citet{cummins1988} model word-problem solving as a |
| text$\rightarrow$situation-model translation, locating many errors before any |
| computation. \citet{hegarty1992} showed that \emph{inconsistent} relational |
| language (e.g.\ ``more than'' when subtraction is required) induces systematic |
| reversal errors via a keyword strategy---a linguistic difficulty with no |
| mathematical counterpart. \citet{daroczy2015} synthesize this literature into the |
| three-component framework we adopt. |
|
|
| \paragraph{Computational difficulty and the NLP thread.} |
| A recent NLP line operationalizes these ideas. \citet{patel2021} construct SVAMP |
| by applying controlled \emph{linguistic} perturbations (question sensitivity, |
| lexical and structural variation) to simple problems, exposing that solvers lean |
| on shallow lexical cues rather than mathematical structure---precisely a tool for |
| separating surface language from mathematics. Grade- and standards-annotated |
| corpora such as ASDiv \citep{miao2020} and EDUMATH/STEM \citep{christ2025} supply |
| the difficulty labels we use. On the language side, readability is measured with |
| classic formulas \citep{textstat} and, increasingly, with CEFR-graded vocabulary |
| \citep{arase2022}. We combine these threads: CEFR/readability features for |
| language, step/operation features for mathematics, evaluated against grade labels. |
|
|
| \section{Method} |
| \label{sec:method} |
| \subsection{Data} |
| We use two complementary corpora, both verified on the Hugging Face Hub. |
| \textbf{ASDiv} (\texttt{MU-NLPC/Calc-asdiv\_a}; 1{,}218 problems) provides an |
| integer \emph{grade} label (1--6) and a step-annotated solution |
| \texttt{chain}, giving both a difficulty target and a clean mathematical-feature |
| source. \textbf{SVAMP} (\texttt{ChilleD/SVAMP}; 700 problems) provides an |
| operation \texttt{Type} and an \texttt{Equation}, and is built specifically to |
| vary phrasing while controlling the mathematics, which we exploit for the |
| perturbation experiment. The ASDiv grade distribution is skewed toward grade~3 |
| (631 problems) with thin grade-5/6 tails (21/11), so we report rank-based |
| statistics (Spearman $\rho$) alongside $R^2$. |
|
|
| \subsection{Linguistic feature block} |
| Each problem text yields twelve language features, grouped by the factors named |
| in the assessment literature: |
| \begin{itemize} |
| \item \textbf{Readability formulas:} Flesch--Kincaid grade, Flesch Reading |
| Ease, Dale--Chall \citep{textstat}. |
| \item \textbf{Lexical / vocabulary:} number of words, words per sentence, mean |
| word length, and three CEFR-graded statistics---mean and maximum CEFR word |
| level and the fraction of words at B1 or above \citep{arase2022}. Crucially, |
| Common-Core/NCTM mathematics terms (\emph{area}, \emph{ratio}, \emph{median}, |
| \ldots) are \emph{protected}: they are excluded from the CEFR statistics so |
| that vocabulary difficulty never double-counts mathematical content. |
| \item \textbf{Syntactic:} dependency-parse depth, mean dependency length, and |
| clause count (counts of \texttt{ccomp}/\texttt{advcl}/\texttt{relcl}/ |
| \texttt{acl}/\texttt{xcomp} relations) from spaCy, targeting the multiclausal, |
| embedded structures flagged by \citet{martiniello2008}. |
| \end{itemize} |
|
|
| \subsection{Mathematical feature block} |
| From the solution \texttt{chain} (ASDiv) or \texttt{Equation} (SVAMP) we extract: |
| number of solution steps, number of arithmetic operations, maximum number |
| magnitude, and indicators for fractions and decimals---the numerical factors of |
| \citet{daroczy2015}. These features deliberately do \emph{not} read the problem |
| prose, keeping the two blocks methodologically independent. |
|
|
| \subsection{Experiments} |
| \textbf{E1 (block-wise prediction).} We predict the ASDiv grade label from |
| each block alone and from their union, using a Random Forest (and a linear Ridge |
| variant) under five-fold cross-validation, reporting $R^2$. |
| \textbf{E2 (axis separability).} We reduce each block to a single |
| difficulty index (its first principal component, sign-aligned to grade) and |
| measure the Spearman correlation between the two indices; we also report each |
| feature's correlation with grade. |
| \textbf{E3 (perturbation).} On SVAMP we group problems by mathematical |
| signature (operation type $\times$ operation count) and measure the within-group |
| coefficient of variation (CoV) of linguistic vs.\ mathematical features: if |
| language is a separate dial, it should still vary within a fixed-mathematics |
| group. |
| \textbf{E4 (variance partitioning).} From the Ridge $R^2$ of the |
| language-only, math-only, and combined models we compute the variance uniquely |
| attributable to each block and the shared component, the standard commonality |
| analysis. |
|
|
| \section{Results} |
| \label{sec:results} |
|
|
| \begin{table}[t] |
| \centering |
| \caption{E1: five-fold cross-validated $R^2$ predicting ASDiv grade level. |
| Each block carries signal; combining them adds a clear lift, indicating |
| complementary (non-redundant) information.} |
| \label{tab:e1} |
| \begin{tabular}{lccc} |
| \toprule |
| Feature block & Random Forest $R^2$ & Ridge $R^2$ \\ |
| \midrule |
| Language only & $0.179 \pm 0.050$ & $0.112 \pm 0.038$ \\ |
| Mathematics only & $0.313 \pm 0.079$ & $0.263 \pm 0.055$ \\ |
| Combined & $\mathbf{0.452 \pm 0.059}$ & $\mathbf{0.335 \pm 0.026}$ \\ |
| \bottomrule |
| \end{tabular} |
| \end{table} |
|
|
| \paragraph{The two blocks are complementary (E1).} |
| Table~\ref{tab:e1} and Figure~\ref{fig:r2} show that language alone predicts |
| grade ($R^2{=}0.18$) and mathematics alone predicts it better ($R^2{=}0.31$), as |
| expected since grade is a mathematics-anchored label. The key number is the |
| \emph{combination}: $R^2{=}0.45$, a $+0.14$ gain over mathematics alone. If |
| language were merely a noisy restatement of mathematical difficulty, adding it |
| could not improve prediction this much. |
|
|
| \paragraph{Mostly non-overlapping variance (E4).} |
| Commonality analysis on the Ridge models (Figure~\ref{fig:partition}) attributes |
| $0.223$ of explained variance \emph{uniquely} to the mathematical block, $0.072$ |
| \emph{uniquely} to the linguistic block, and only $0.039$ to the shared |
| component. In relative terms, shared variance is roughly $12\%$ of the total |
| explained---the two blocks measure largely different things. |
|
|
| \begin{figure}[t] |
| \centering |
| \begin{subfigure}{0.62\textwidth} |
| \includegraphics[width=\linewidth]{fig_block_r2.png} |
| \caption{Block-wise predictive $R^2$ (E1).} |
| \label{fig:r2} |
| \end{subfigure}\hfill |
| \begin{subfigure}{0.36\textwidth} |
| \includegraphics[width=\linewidth]{fig_variance_partition.png} |
| \caption{Variance partition (E4).} |
| \label{fig:partition} |
| \end{subfigure} |
| \caption{Language and mathematics features contribute complementary, |
| largely non-overlapping information about a problem's grade-level difficulty.} |
| \end{figure} |
|
|
| \paragraph{Near-orthogonal difficulty axes (E2).} |
| The single-dimensional linguistic and mathematical difficulty indices correlate |
| at only Spearman $\rho{=}0.12$ ($p{=}2.5\!\times\!10^{-5}$): the correlation is |
| statistically detectable but practically negligible |
| (Figure~\ref{fig:scatter}). Each axis correlates with grade on its own |
| (language $\rho{=}0.27$, mathematics $\rho{=}0.14$). Per-feature |
| (Figure~\ref{fig:featcorr}), the strongest \emph{linguistic} predictors of grade |
| are words-per-sentence ($\rho{=}0.27$), mean dependency length ($\rho{=}0.26$), |
| clause count ($\rho{=}0.26$), and parse depth ($\rho{=}0.22$)---exactly the |
| syntactic-complexity factors \citet{martiniello2008} identified---while the |
| strongest \emph{mathematical} predictor is the presence of fractions |
| ($\rho{=}0.41$). |
|
|
| \begin{figure}[t] |
| \centering |
| \begin{subfigure}{0.46\textwidth} |
| \includegraphics[width=\linewidth]{fig_axes_scatter.png} |
| \caption{The two difficulty indices (E2).} |
| \label{fig:scatter} |
| \end{subfigure}\hfill |
| \begin{subfigure}{0.52\textwidth} |
| \includegraphics[width=\linewidth]{fig_feature_corr.png} |
| \caption{Per-feature correlation with grade.} |
| \label{fig:featcorr} |
| \end{subfigure} |
| \caption{Left: the linguistic and mathematical difficulty axes are |
| near-orthogonal. Right: syntactic-complexity features drive the language axis; |
| fraction/decimal presence drives the mathematics axis.} |
| \end{figure} |
|
|
| \paragraph{Language varies when mathematics is fixed (E3).} |
| On SVAMP, grouping by mathematical signature and measuring within-group |
| variability, linguistic features retain a mean coefficient of variation of |
| $0.33$---substantial phrasing variation persists even when the underlying |
| operation and operation count are held constant. (Mathematical features show |
| higher residual CoV, $1.42$, because number \emph{magnitudes} still differ within |
| a signature; the relevant point is that language is far from constant once the |
| mathematics is pinned.) This is the perturbation-style evidence that language is |
| an independently movable dial \citep{patel2021}. |
|
|
| \section{Discussion} |
| Across four analyses the same conclusion recurs: in children's word problems, |
| linguistic difficulty and mathematical difficulty are \emph{separable} signals. |
| They are not independent in the strict statistical sense---a weak positive |
| coupling ($\rho{=}0.12$) is expected, since higher grades tend to bring both |
| harder mathematics and denser prose---but the coupling is small enough that |
| treating them as one dial discards most of the linguistic signal. The |
| $+0.14$ predictive lift (E1) and the $0.072$ of \emph{uniquely} linguistic |
| variance (E4) are precisely the information an adaptive system throws away when it |
| responds to every wrong answer by lowering mathematical difficulty. |
|
|
| \paragraph{Implications for bilingual instruction.} |
| This is the empirical justification for a two-dial design. If a tutor can |
| estimate a problem's linguistic load separately from its mathematical load, it |
| can respond to a struggling bilingual student by first \emph{reducing language |
| load while holding the mathematics constant}---e.g.\ simplifying syntax or |
| providing CEFR-appropriate vocabulary and bilingual glosses---rather than making |
| the mathematics easier. This is exactly the linguistic-modification intervention |
| \citet{abedi2001} showed to recover ELL performance, now usable as an online, |
| per-problem adaptation. The protected-mathematics-term design (vocabulary |
| substitution that never touches \emph{ratio} or \emph{median}) ensures such |
| adaptation changes language without changing mathematical meaning. |
|
|
| \paragraph{Limitations and next steps.} |
| \label{sec:limits} |
| First, our difficulty target is a problem's \emph{grade label}, a coarse, |
| mathematics-anchored proxy; the stronger target is human solve-rate or an |
| item-response-theory difficulty parameter estimated from student responses, which |
| would let us test separability against \emph{behavioral} difficulty directly. |
| Second, the ASDiv grade distribution is skewed toward grade~3, which depresses |
| absolute $R^2$; the relative, rank-based separability results are more robust to |
| this than the raw $R^2$. Third, our analysis is English-only. \citet{daroczy2015} |
| caution that linguistic complexity is language-specific---manipulations that |
| raise difficulty in English need not transfer to Spanish, where morphology rather |
| than word order carries much relational meaning. Extending the linguistic block |
| to Spanish (via a Spanish dependency parser and a Spanish CEFR resource) and |
| testing whether the \emph{same} problem has different linguistic difficulty in its |
| two languages is the central bilingual experiment this paper sets up. Finally, the |
| mathematical block reads gold solution annotations; predicting difficulty from the |
| problem text alone (without the equation) is a harder and more deployable variant. |
|
|
| \section{Conclusion} |
| We tested, empirically, whether the linguistic and mathematical difficulty of |
| children's word problems are separable, operationalizing the three-component |
| framework of \citet{daroczy2015} with interpretable language and mathematics |
| feature blocks over 1{,}218 grade-labeled ASDiv problems and 700 SVAMP problems. |
| Block-wise regression, variance partitioning, axis-correlation, and a |
| linguistic-perturbation test all converge: the two difficulties carry mostly |
| non-overlapping signal and correspond to near-orthogonal axes. For bilingual |
| mathematics instruction and assessment, this is the quantitative case for |
| treating language and mathematics as separate dials---and for responding to a |
| struggling bilingual learner by adjusting the language before touching the |
| mathematics. |
|
|
| \paragraph{Reproducibility.} |
| All feature-extraction code, the extracted feature matrices, the analysis |
| script, and the figures are released with this paper. |
|
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| \bibliographystyle{plainnat} |
| \bibliography{refs} |
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| \end{document} |
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