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IB Mathematical Exploration Assessment Rubric

Interactive guide to understanding the assessment criteria

What is the Mathematical Exploration?

A short report where you explore a mathematical topic of your choice in depth.

What It Is
  • 12-20 pages exploring mathematics you find interesting
  • Worth 20% of your final grade
  • Your chance to show genuine mathematical thinking
  • Can connect to any topic: sport, music, art, science, games
What It's Not
  • Not a research essay with minimal maths
  • Not copying impressive formulas you don't understand
  • Not a list of calculations without interpretation
  • Not about how hard you worked or what you enjoyed
Start with a Clear Question

Your exploration should be guided by a focused research question. This question drives everything you do.

Tip: Sometimes it helps to simplify the problem first — start with a specific case, understand it fully, then build towards the general. A simpler question explored deeply beats a complex one done superficially.

The Golden Rule: Discuss → Connect → Interpret
Discuss

Don't just calculate — explain what you're doing and why. Show your reasoning at every step.

Connect

Link different mathematical ideas together. Show the same concept algebraically, graphically, and numerically.

Interpret

What do your results mean? Relate back to your original question. Are there limitations?

Assessment at a Glance
Criterion Marks Focus
A: Communication 4 Is it coherent, organized, and complete?
B: Mathematical Presentation 4 Notation, diagrams, graphs — professional quality?
C: Personal Engagement 3 Independent thinking, creativity, your own tools?
D: Reflection 3 Critical analysis of validity and limitations?
E: Use of Mathematics 6 Correct, sophisticated, rigorous understanding?
Total 20
Top Tips
  • Start with genuine curiosity — explore something you actually want to understand
  • Simpler maths done well beats complex maths you don't understand
  • Build your own tools — spreadsheets, Desmos graphs, Python code
  • Reflect throughout — question your assumptions as you go
  • Multiple representations — show the same idea in different ways
Common Pitfalls
  • Choosing a topic that's too complex for your level
  • Substituting into formulas without understanding
  • Writing about feelings instead of mathematics
  • Saving reflection for the end instead of throughout
  • Copying worked examples without original investigation

Criterion A: Communication (4 marks)

Key Questions to Ask Yourself
  • Is the exploration easy to follow and well structured?
  • Is the rationale/aim clearly stated?
  • Are results clearly stated and summarized?
  • Is mathematical notation and terminology used appropriately?
Level Descriptors
Level 0

The exploration is difficult to follow with no clear structure

To avoid: Create clear sections with headings, write a clear introduction stating your aim, summarize findings at the end

Level 1

Some structure exists but organization is weak

What this looks like:

Basic headings present, but transitions between sections are unclear, rationale is vague, ideas not connected

How to achieve:

Use clear section titles, connect ideas between sections, state why you chose this topic, discuss relationships between concepts

Level 2

The work has structure and reasonable organization

What this looks like:

Clear sections (intro, methods, results), rationale is stated, some summarizing of results, beginning to discuss and connect ideas

How to achieve:

Ensure each section flows logically, clearly state your aim and rationale, summarize key findings, start connecting mathematical ideas

Level 3

Well-structured, coherent, and logically organized throughout

What this looks like:

Logical flow from introduction through to conclusion, ideas are discussed and connected, results are interpreted clearly, concise writing without repetition

How to achieve:

DISCUSS findings (not just state them), CONNECT different mathematical ideas, INTERPRET what results mean - avoid repetition, focus on quality over quantity

Level 4

Excellently structured, concise, complete, and highly coherent

What this looks like:

Professional presentation where ideas are deeply discussed, meaningfully connected, and insightfully interpreted. Concise - every sentence adds value, no repetition or padding. A clear research question guides the entire exploration

How to achieve:

Start with a focused research question that guides your investigation. Consider simplifying the problem first — explore a specific case deeply, then build towards the general. Master DISCUSS-CONNECT-INTERPRET: discuss each idea thoroughly, connect to broader mathematics, interpret significance. Quality over quantity: every sentence should add value

Criterion B: Mathematical Presentation (4 marks)

Key Questions to Ask Yourself
  • Is mathematical notation used correctly and consistently?
  • Are diagrams, tables and graphs well-presented and labeled?
  • Have you used professional tools (LaTeX for equations, Desmos/GeoGebra/Python for graphs)?
  • Does your work look professional enough for a mathematics journal?
  • Is symbolic notation used appropriately?
  • Are definitions and terminology used correctly?
Level Descriptors
Level 0

Mathematical notation is absent or incorrect

To avoid: Learn proper notation for your topic, define all variables, use mathematical symbols correctly, create clear diagrams

Level 1

Some appropriate mathematical notation is used

What this looks like:

Basic notation present but inconsistent, some graphs/tables without labels, variables mostly defined, basic presentation

How to achieve:

Be consistent with notation, label all axes and tables, define variables at first use, improve visual quality

Level 2

Mathematical presentation is mostly appropriate

What this looks like:

Generally correct notation, most graphs and tables are labeled, terminology mostly accurate, reasonably professional appearance

How to achieve:

Check all notation is standard, ensure all visuals are properly labeled, use correct terminology. Consider using graphing software (Desmos, GeoGebra) for clearer visuals

Level 3

Mathematical presentation is appropriate throughout

What this looks like:

Correct notation consistently used, all diagrams/tables well-presented and labeled, proper terminology, professional-looking presentation

How to achieve:

Review notation standards, double-check all labels and legends, use precise mathematical language. Use professional tools: graphing software (Desmos, GeoGebra, Python), consider LaTeX for equations

Level 4

Mathematical presentation is precise, concise, and exemplary

What this looks like:

Flawless notation (LaTeX-quality), publication-quality graphs created with professional software, perfect terminology, elegant and polished mathematical writing

How to achieve:

Use professional tools: LaTeX for equations, Python/Desmos/GeoGebra for graphs, Excel/Sheets for data tables. Polish all mathematical writing to publication standard. Ask yourself: "Does this look professional enough for a mathematics journal?"

Criterion C: Personal Engagement (3 marks)

Key Questions to Ask Yourself
  • Does the exploration show independent thinking and creativity?
  • Have you developed your own tools (spreadsheet models, code, physical models)?
  • Have you connected multiple areas of mathematics for a true purpose to answer your question?
  • Does the student ask their own questions and explore ideas?
  • Is there evidence of the student thinking for themselves and taking it further?
  • Note: This is NOT about stating personal interest - it's about demonstrating independent mathematical development
Level Descriptors
Level 0

No evidence of independent mathematical development

To avoid: Take ownership of your exploration - develop your own approach, create your own tools, connect ideas independently

Level 1

Limited independent mathematical engagement

What this looks like:

Mostly follows given examples, minimal development of own methods or tools, limited mathematical connections

How to achieve:

Start creating your own approach: try building a simple spreadsheet model, make your own variations, explore connections

Level 2

Some evidence of independent mathematical engagement

What this looks like:

Some independent exploration, beginning to develop own tools (basic spreadsheet/code), making some mathematical connections

How to achieve:

Develop your own tools: create spreadsheet models, write code, build physical models. Start connecting different mathematical areas to answer your question

Level 3

Significant independent mathematical engagement

What this looks like:

Developed own sophisticated tools (complex spreadsheets, programs, models), connected multiple mathematical areas for genuine purpose, taken exploration significantly further than initial scope

How to achieve:

Take it FURTHER: develop sophisticated tools (advanced Excel models, Python code, physical/digital simulations), meaningfully connect multiple areas of mathematics (algebra+geometry, calculus+statistics) to truly answer your question. This is NOT about personal interest stories - it's about independent mathematical development

Criterion D: Reflection (3 marks)

Key Questions to Ask Yourself
  • Have you questioned the validity of your results? Under what conditions are they valid/invalid?
  • What are the mathematical limitations of your approach or model?
  • How extendable is your work? What variations could you explore?
  • CRUCIALLY: When you identify limitations, what do you DO about them? Try different models? Test alternatives?
  • Note: This is NOT about personal feelings (enjoyment, effort, working earlier). This is mathematical reflection on validity, limitations, and acting upon these insights
Level Descriptors
Level 0

No mathematical reflection on validity or limitations

To avoid: Question your results: Are they valid? Under what conditions? What are the limitations?

Level 1

Limited mathematical reflection

What this looks like:

Mentions validity or limitations superficially, but doesn't explore or act on them. May include irrelevant personal reflections (enjoyed it, should have started earlier)

How to achieve:

Question validity critically: Test your results, identify specific mathematical limitations, consider what conditions make results invalid. Avoid personal feelings - focus on mathematics

Level 2

Meaningful mathematical reflection

What this looks like:

Questions validity of results, identifies mathematical limitations, discusses extensions, begins to act on limitations (tests alternatives)

How to achieve:

Critically examine: When are results valid/invalid? What mathematical limitations exist? Test different models/approaches when you find limitations. Discuss how extendable your work is

Level 3

Substantial critical mathematical reflection with action

What this looks like:

Rigorously questions validity, identifies specific mathematical limitations AND acts on them (tries different models, tests alternatives, explores variations), discusses sophisticated extensions with mathematical justification

How to achieve:

REFLECT → ACT cycle: Identify "this is not valid because X" → DO something (test different model, adjust approach, try variations). Show: validity testing, limitation analysis, AND concrete action taken. This is NOT about enjoyment/effort - it's about mathematical rigor and responsive investigation

Criterion E: Use of Mathematics (6 marks)

❌ Loses Marks

Replicating impressive topics
without understanding

✓ Scores Well

Simpler mathematics done WELL
with precise, clear explanations

Substitution into a formula rarely passes Level 3 (often Level 2)

Justify why your chosen method is appropriate, and explore the problem with multiple tools to demonstrate you understand the logic of your investigation.

To reach Level 5-6: You need both Sophistication (multiple representations, cross-connected ideas) AND Rigour (clear logical arguments)

Key Definitions
Precision

Error-free mathematics using appropriate accuracy at all times

Sophistication

Multiple representations, different perspectives, linking areas of mathematics

Rigour

Clarity of logic and language in arguments and calculations

SL vs HL at Level 6
SL Mathematics must be correct (occasional minor errors acceptable)
HL Mathematics must be PRECISE (error-free throughout)
Level 0 Little or no relevant mathematics
What This Looks Like

Very basic or irrelevant mathematics, not appropriate for DP level

How to Achieve This

Use mathematics at least at your course level, ensure it's relevant to your question

Level 1 Some relevant mathematics used but limited understanding
What This Looks Like

Basic mathematics present but limited understanding shown. WARNING: Replicating impressive-sounding topics (Fourier analysis, curved surface area) without understanding scores poorly here

How to Achieve This

Use mathematics you actually UNDERSTAND. Don't just copy advanced formulas - explain them clearly. Better to use simpler math well than complex math poorly

Level 2 Relevant mathematics with limited understanding
⚠️ This is where most "substitute into formula" explorations land.
What This Looks Like

Appropriate level mathematics used but with gaps in understanding. Imprecise/vague explanations reveal incomplete understanding despite research

How to Achieve This

Ensure mathematics matches your course (HL/SL), show you understand concepts through PRECISE explanations, apply correctly. Quality of explanation reveals depth of understanding

Level 3 Course-appropriate mathematics, partially correct
What This Looks Like

Mathematics at right level, some understanding shown, some correct work but errors reveal incomplete grasp. May have researched but not fully understood

How to Achieve This

Use mathematics commensurate with HL/SL, demonstrate understanding through CLEAR, PRECISE explanations, minimize errors. Examiners can tell if you've researched but not understood

Level 4 Appropriate mathematics with good understanding
What This Looks Like

Correct mathematics at course level, good understanding demonstrated through precise explanations, mostly accurate work. Understanding is evident, not just replication

How to Achieve This

Use sophisticated course-level mathematics that you genuinely understand. Explain precisely and concisely - vague explanations lose marks even with correct results

Level 5 Strong mathematics with thorough understanding
What This Looks Like

Advanced mathematics appropriate to course, very good understanding shown through precise, clear explanations. Application is sophisticated and well-understood

How to Achieve This

Use challenging mathematics for your level, show deep understanding through crystal-clear explanations. IMPORTANT: Known outcomes (deriving well-known formulas) rarely score here - you need original application

Level 6 Excellent mathematics, completely correct, thorough understanding
SL: Mathematics must be correct
HL: Mathematics must be PRECISE (error-free)
What This Looks Like

Sophisticated mathematics appropriate to your course level, flawless execution, deep understanding evident through precise, insightful explanations. Original application, not replication of known results. You can draw inspiration from other IB syllabi (e.g., SL students using matrices or Poisson distribution from HL) - what matters is HOW WELL you understand and apply it

How to Achieve This

WARNING: You do NOT need mathematics well beyond your syllabus - using topics from other IB syllabi is perfectly acceptable (SL students can use HL topics like matrices, differential equations, etc.). What matters is ORIGINAL APPLICATION with THOROUGH UNDERSTANDING shown through precise, concise explanations. Replication of known outcomes rarely scores well, no matter how impressive the mathematics sounds. Examiners spot researched-but-not-understood work instantly through imprecise explanations

Build Your Own Tools
  • Dynamic graphs on Desmos or GeoGebra
  • Spreadsheet models (Excel, Google Sheets)
  • Python code for simulations or calculations
  • Physical models or constructions
Explain Precisely
  • Define all variables and terms
  • Justify why methods are appropriate
  • Vague explanations lose marks
  • Quality over quantity
Reflect → Then Act
  • Identify limitations as you go
  • Then DO something about them
  • Test alternative approaches
  • Not a list of "I could have done..."