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exposition, language of math, math, representations, understanding math

Explaining “higher” math to beginners

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The interactive example in this post require installing Wolfram CDF player, which is free and works on most desktop computers using Firefox, Safari and Internet Explorer, but not Chrome. The source code is the Mathematica Notebook algebra2.nb, which is available for free use under a Creative Commons Attribution-ShareAlike 2.5 License. The notebook can be read by CDF Player if you cannot make the embedded versions in this post work.

Notes on viewing

Explaining math

I am in the process of writing an explanation of monads for people with not much math background.  In that article, I began to explain my ideas about exposition for readers at that level and after I had written several paragraphs decided I needed a separate article about exposition.  This is that article. It is mostly about language.

Who is it written for?

Interested laypeople

There are many recent books explaining some aspect of math for people who are not happy with high school algebra; some of them are listed in the references.  They must be smart readers who know how to concentrate, but for whom algebra and logic and definition-theorem-proof do not communicate.  They could be called interested laypeople, but that is a lousy name and I would appreciate suggestions for a better name. 

Math newbies

My post on monads is aimed at people who have some math, and who are interested in "understanding" some aspect of "higher math"; not understanding in the sense of being able to prove things about monads, but merely how to think about them.   I will call them math newbies.  Of course, I am including math majors, but I want to make it available to other people who are willing to tackle mathematical explanations and who are interested in knowing more about advanced stuff. 

These "other people" may include people (students and practitioners) in other science & technology areas as well as liberal-artsy people.  There are such people, I have met them.  I recall one theologian who asked me about what was the big deal about ruler-and-compass construction and who seemed to feel enlightened when I told him that those constructions preserve exactly the ideal nature of geometric objects.  (I later found out he was a famous theologian I had never heard of, just like Ngô Bảo Châu is a famous mathematician nonmathematicians have never heard of.)

Algebra and other foreign languages

If you are aiming at interested laypeople you absolutely must avoid algebra.  It is a foreign language that simply does not communicate to most of the educated people in the world.  Learning a foreign language is difficult. 

So how do you avoid algebra?  Well, you have to be clever and insightful.  The book by Matthew Watkins (below) has absolutely wonderful tricks for doing that, and I think anyone interested in math exposition ought to read it.  He uses metaphors, pictures and saying the same thing in different words. When you finish reading his book, you won't know how to prove statements related to the prime number theorem (unless you already knew how) but you have a good chance of understanding the statement of some theorem in that subject. See my review of the book for more details.

If your article is for math newbies, you don't have to avoid algebra completely.  But remember they are newbies and not as fluent as you are — they do things analogous to "Throw Mama from the train a kiss" and "I can haz cheeseburger?".  But if you are trying to give them some way of thinking about a concept, you need many other things (metaphors, illustrative applications, diagrams…)  You don't need the definition-theorem-proof style too common in "exposition".  (You do need that for math majors who want to become professional mathematicians.) 

Unfamiliar notation

In writing expositions for interested laypeople or math newbies, you should not introduce an unfamiliar notation system (which is like a minilanguage).  I expect to write the monad article without commutative diagrams.  Now, commutative diagrams are a wonderful invention, the best way of writing about categories, and they are widely used by other than category theorists.  But to explain monads to a newbie by introducing and then using commutative diagrams is like incorporating a short grammar of Spanish which you will then use in an explanation of Sancho Panza's relationship with Don Quixote. 

The abstractmath article on and, or and not does not use any of the several symbolic notations for logic that are in use.  The explanations simply use "and", "or" and "not".  I did introduce the notation, but didn't use it in the explanations.  When I rewrite the article I expect to put the notation at the end of the article instead of in the middle.  I expect to rewrite the other articles on mathematical reasoning to follow that practice, too.

Technical terminology

This is about the technical terminology used in math.  Technical terminology belongs to the math dialect (or register) of English, which is not a foreign language in the same sense as algebra.  One big problem is changing the meaning of ordinary English words to a technical meaning.  This requires a definition, and definitions are not something most people take seriously until they have been thoroughly brainwashed into using mathematical methodology.  Math majors have to be brainwashed in this way, but if you are writing for laypeople or newbies you cannot use the technology of formal definition.

Groups, simple groups

"You say the Monster Group is SIMPLE???  You must be a GENIUS!"  So Mark Ronan in his book (below) referred to simple groups as atoms.  Marcus du Sautoy calls them building blocks.  The mathematical meaning of "simple group" is not a transparent consequence of the meanings of "simple" and "group". Du Sautoy usually writes "group of symmetries" instead of just "group", which gives you an image of what he is talking about without having to go into the abstract definition of group. So in that usage, "group" just means "collection", which is what some students continue to think well after you give the definition.  

A better, but ugly, name for "group" might be "symmetroid". It sounds technical, but that might be an advantage, not a disadvantage. "Group" obviously means any collection, as I've known since childhood. "Symmetroid" I've never heard of so maybe I'd better find out what it means.

In beginning abstract math courses my students fervently (but subconsciously) believe that they can figure out what a word means by what it means already, never mind the "definition" which causes their eyes to glaze over. You have to be really persuasive to change their minds.

Prime factorization

Matthew Watkins referred to the prime factorization of an integer as a cluster. I am not sure why Watkins doesn't like "prime factorization", which usually refers to an expression such as  $p^{n_1}_1p^{n_2}_2\ldots p^{n_k}_k$.  This (as he says) has a spurious ordering that makes you have to worry about what the uniqueness of factorization means. The prime factorization is really a multiset of primes, where the order does not matter. 

Watkins illustrates a cluster of primes as a bunch of pingpong balls stuck together with glue, so the prime factorization of 90 would be four smushed together balls marked 2, 3, 3 and 5. Below is another way of illustrating the prime factorization of 90. Yes, the random movement programming could be improved, but Mathematica seduces you into infinite playing around and I want to finish this post. (Actually, I am beginning to think I like smushed pingpong balls better. Even better would be a smushed pingpong picture that I could click on and look at it from different angles.)

Metaphors, pictures, graphs, animation

Any exposition of math should use metaphors, pictures and graphs, especially manipulable pictures (like the one above) and graphs.  This applies to expositions for math majors as well as laypeople and newbies.  Calculus and other texts nowadays have begun doing this, more with pictures than with metaphors. 

I was turned on to these ideas as far back as 1967 (date not certain) when I found an early version of David Mumford's "Red Book", which I think evolved into the book The Red Book of Varieties and Schemes.  The early version was a revelation to me both about schemes and about exposition. I have lost the early book and only looked at the published version briefly when it appeared (1999).  I remember (not necessarily correctly) that he illustrated the spectrum as a graph whose coordinates were primes, and generic points were smudges.  Writing this post has motivated me to go to the University of Minnesota math library and look at the published version again.

References

Expositions for educated non-mathematicians

Previous posts in G&G

Relevant abmath articles

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Visible algebra II

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The interactive examples in this post require installing Wolfram CDF player, which is free and works on most desktop computers using Firefox, Safari and Internet Explorer, but not Chrome. The source code is the Mathematica Notebook Wolfram website. The code for the demos is in the Mathematica notebook algebra2.nb, which is available for free use under a Creative Commons Attribution-ShareAlike 2.5 License. The notebook can be read by CDF Player if you cannot make the embedded versions in this post work.

More about visible algebra

I have written about visible algebra in previous posts (see References). My ideas about the interface are constantly changing. Some new ideas are described here.

In the first place I want to make it clear that what I am showing in these posts is a simulation of a possible visual algebra system.  I have not constructed any part of the system; these posts only show something about what the interface will look like.  My practice in the last few years is to throw out ideas, not construct completed documents or programs.  (I am not saying how long I will continue to do this.)  All these posts, Mathematica programs and abstractmath.org are available to reuse under a Creative Commons license.

Commutative and associative operations

Times and Plus are commutative and associative operations.  They are usually defined as binary operations.  A binary operation $*$ is said to be commutative if for all $x$ and $y$ in the underlying set of the operation, $x*y=y*x$, and it is associative if for all $x$,$y$ and $z$ in the underlying set of the operation, $(x*y)*z=x*(y*z)$. 

It is far better to define a commutative and associative operation $*$ on some underlying set $S$ as an operation on any multiset of elements of $S$.  A multiset is like a set, in particular elements can be rearranged in any way, but it is not like a set in that elements can be repeated and a different number of repetitions of an element makes a different multiset.  So for any particular multiset, the number of repetitions of each element is fixed.  Thus $\{a,a,b,b,c\} = \{c,b,a,b,a\}$ but $\{a,a,b,b,c\}\neq\{c,b,a,b,c\}$. This means that the function (operation) Plus, for example, is defined on any multiset of numbers, and \[\mathbf{Plus}\{a,a,b,b,c\}=\mathbf{Plus} \{c,b,a,b,a\}\] but $\mathbf{Plus}\{a,a,b,b,c\}$ might not be equal to $\mathbf{Plus} \{c,b,a,b,c\}$.

This way of defining (any) associative and commutative operation comes from the theory of monads.  An operation defined on all the multisets drawn from a particular set is necessarily commutative and associative if it satisfies some basic monad identities, the main one being it commutes with union of multisets (which is defined in the way you would expect, and if this irritates you, read the Wikipedia article on multisets.). You don't have to impose any conditions specifically referring to commutativity or associativity.  I expect to write further about monads in a later post. 

The input process for a visible algebra system should allow the full strength of this fact. You can attach as many inputs as you want to Times or Plus and you can move them around.  For example, you can click on any input and move it to a different place in the following demo.

Other input notations might be suitable for different purposes.  The example below shows how the inputs can be placed randomly in two dimensions (but preserving multiplicity).  I experimented with making it show the variables slowly moving around inside the circle the way the fish do in that screensaver (which mesmerizes small children, by the way — never mind what it does to me), but I haven't yet made it work.

A visible algebra system might well allow directly input tables to be added up (or multiplied), like the one below. Spreadsheets have such an operation In particular, the spreadsheet operation does not insist that you apply it only as a binary operation to columns with two entries.  By far the most natural way to define addition of numbers is as an operation on multisets of numbers.

Other operations

Operations that are associative but not commutative, such as matrix multiplication, can be defined the monad way as operations on finite lists (or tuples or vectors) of numbers.  The operation is automatically associative if you require it to preserve concatenation of lists and some other monad requirements.

Some binary operations are neither commutative nor associative.  Two such operations on numbers are Subtract and Power.  Such operations are truly binary operations; there is no obvious way to apply them to other structures.  They are only binary because the two inputs have different roles.  This suggests that the inputs be given names, as in the examples below.

Later, I will write more about simplifying trees, solving the max area problem for rectangles surmounted by semicircles, and other things concerning this system of doing algebra.

References

Previous posts about visible algebra

Other references

 

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Visible algebra I supplement

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The interactive examples in this post require installing Wolfram CDF player, which is free and works on most desktop computers using Firefox, Safari and Internet Explorer, but not Chrome. The source code is the Mathematica Notebook algebra1.nb, which is available for free use under a Creative Commons Attribution-ShareAlike 2.5 License. The notebook can be read by CDF Player if you cannot make the embedded versions in this post work.

Active calculation of area

In my previous post Visible algebra I constructed a computation tree for calculating the area of a window consisting of a rectangle surmounted by a semicircle. The visual algebra system described there constructs a computation by selecting operations and attaching them to a tree, which can then be used to calculate the area of the window. 

I promised to produce a live computation tree later; it is below.

Press the buttons from left to right to simulate the computation that would take place in a genuine algebra system.  Note that if you skip button 2 you get the effect of parallel computation (the only place in the calculation that can be parallelized).

In Visual Algebra I the tree was put together step by step by reasoning out how you would calculate the area of the window: (1) the area is the sum of the areas of the semidisk and the rectangle, (2) the rectangle is width times height, (3) the semidisk has half the area of a disk of radius half the width of the rectangle, and so on.  So the resulting tree is a transparent construction that lets you see the reasoning that created it.  

The resulting tree could obviously be simplified.  But if you were designing a few such windows, why should you simplify it?  You certainly don't need to simplify it to speed up the computation.  On the other hand, if you are going on to solve the problem of finding the maximum area you can get if the perimeter is fixed, you will have to do some algebraic manipulation and so you do want a simplified expression.    

Later, I will write more about simplifying trees, solving the max area problem, and other things concerning this system of doing algebra.

Remark

What I am showing in these posts is a simulation of a possible visible algebra system.  I have not constructed any part of the system; these posts only show something about what the interface will look like.  My practice in the last few years is to throw out ideas, not construct completed documents or programs.  (I am not saying how long I will continue to do this.)  All these posts, Mathematica programs and abstractmath.org are available to reuse under a Creative Commons license.

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Semantics of algebra I

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Note: This post uses MathJax. If you see mathematical formulas with dollar signs around them, or badly formatted formulas, try refreshing the screen. Sometimes you have to do it two or three times.

In the post Algebra is a difficult foreign language  I listed some of the difficulties of the syntax of the symbolic language of math (which includes high school algebra and precalculus).  The semantics causes difficulties as well.  Again I will list some examples without any attempt at completeness.

The status of the symbolic language as a language

There is a sharp distinction between the symbolic language of math and mathematical English, which I have written about in The languages of math and in the Handbook of mathematical discourse. Other authors do not make this sharp distinction (see the list of references at the end of this post). The symbolic language occurs embedded in mathematical English and the embedding has its own semantics which may cause great difficulty for students.

The symbolic language of math can be described as a natural formal language. Pieces of it were invented by mathematicians and others over the course of the last several hundred years. Individual pieces (notation such as "$3x+1=2y$") can be given a strictly formal syntax, but the whole system is ambiguous, inconsistent, and context-sensitive.  When you get to the research level, it has many dialects: Research mathematicians in one field may not be able to read research articles in a very different field.

Examples

I think the examples below will make these claims plausible.  This should be the subject of deep research.

Superscripts and functions

  • A superscript, as in $5^2$ or $x^3$, has a pretty standard meaning denoting a power, at least until you get to higher level stuff such as tensors.  
  • A function can be denoted by a letter, symbol, or string, and the notation $f(x)$ refers to the value of the function at input $x$.  

For functions defined on numbers, it is common in precalculus and higher to write $f^2(x)$ to denoted $(f(x))^2=f(x)\,f(x)$.  Since the value of certain multiletter functions are commonly written without the parentheses (for example, $\sin\,x$), one writes $\sin^2x$ to mean $(\sin\,x)^2$.

The notation $f^n$ is also widely used to mean the $n$th iterate of $f$ (if it exists), so $f^3(x)=f(f(f(x)))$ and so on.  This leads naturally to writing $f^{-1}(x)$ for the inverse function of $f$; this is common notation whether the function $f$ is bijective or not (in which case $f^{-1}$ is set-valued).  Thus $\sin^{-1}x$ means $\arcsin\,x$.

It is notorious that words in mathematical English have different meanings in different texts.  This is an example in the symbolic language (and not just at the research level) of a systematic construction that can give expressions that have ambiguous meanings.

This phenomenon is an example of why I say the symbolic language of math is a natural formal language: I have described a natural extension of notation used with multiplication of values that has been extended to being used for the binary operation of composition.  And that leads to students thinking that $\sin^{-1}x$ means $\frac{1}{\sin\,x}$. 

History can overtake notation, too: Mathematicians probably took to writing $\sin\,x$ instead of $\sin(x)$ because it saves writing.  That was not very misleading in the old days when mathematical variables were always single symbols.  But students see multiletter variable names all the time these days (in programming languages, Excel and elsewhere), so of course some of them think $\sin\,x$ means $\sin$ times $x$. People who do this are not idiots.

Juxtaposition

Juxtaposition of two symbols means many different things.

  • If $m$ and $n$ are numbers, $mn$ denotes the product of the two numbers.
    • Multiplication is commutative, so $mn$ and $nm$ denote the same number, but they correspond to different calculations.  
  • If $M$ and $N$ are matrices, $MN$ denotes the matrix product of the two matrices.
    • This is a binary operation but it is not the same operation denoted by juxtaposition of numbers. (In fact it involves both addition and multiplication of numbers.)
    • Now $MN$ may not be the same matrix as $NM$.
  • If $A$ and $B$ are points in a geometric drawing, $AB$ denotes the line segment from $A$ to $B$.
    • This is a function of two variables denoting points whose value is a line segment.  
    • It is not what is usually called a binary operation, although as an opinionated category theorist I would call it a multisorted binary operation.
    • It is commutative, but it doesn't make sense to ask if it is associative.

This phenomenon is called overloaded notation.  

  • In order to understand the meaning of the juxtaposition of symbols, you have to know the type of the variables.
  • ​The surrounding text may tell you specifically the variables denote matrices or whatever. So this is an instance of context-sensitive semantics. 
    • Students tend to expect that they know what any formula means in isolation from the text.  It may make them very sad to discover that this doesn't work — once they believe it, which can take quite a while.
  • In many cases the problem is alleviated by the use of convention.
    • Matrices are usually denoted by capital letters, numbers by lower case letters.
    • But points in geometry are usually denoted by capital letters too.  So you have to know that referring to a geometric diagram is significant to understanding the notation. This is an indirect form of context-sensitivity.  Did any teacher every point this out to students?  Does it appear anywhere in print?

The earlier example of $\sin^{-1}x$ is a case which is not context-sensitive.  Knowing the types of the variables won't help.  Of course, if the author explains which meaning is meant, that explanation is within the context of the book!  That is not a lot of help for grasshoppers like me that look back and forth at different parts of a math book instead of reading it straight through..  

Equations

Consider the expressions

  1. $x^2-5x+4=0$
  2. $x^2+y^2=1$
  3. $x^2+2x+1=(x+1)^2$

They are assertions that two expressions have the same value. A strictly logical view of an equation containing variables is that it puts a constraint on the variables.  It is true of some numbers (or pairs of numbers) and false of others.  That is the defining property of an equation. Equation 1 requires that $x=1$ or $x=4$.  Equation 2 imposes a constraint which is satisfied by uncountably many pairs of real numbers, and is also not true of uncountably many pairs. But equation 3 puts no constraint on the variable.  It is true of every number $x$.

A strictly logical view of symbolic notation does math a disservice.  Here, the notion that an equation is by definition a symbolic statement that has a truth set and a falsity set may be correct but it is not the important thing about any particular equation. When we read and do math we have many different metaphors and images about a concept.  The definition of a kind of object is often in terms of things that may not be the most important things to know about it.  (One of the most important fact about groups is that it is an abstraction of symmetries, which the axioms don't mention at all.)

Equation 1. is something that would make most people set out to discover the truth set.  Equation 2. calls out for drawing its graph.  Equation 3. being an identity means that is useful in algebraic reasoning.  The images they call up are different and what you do with them is different.  The images and metaphors that cluster around a concept are an important part of the semantics of the symbolic language.

I expect to post separately about the semantics of variables and about the semantics of symbolic language embedded in mathematical English.

References

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Algebra is a difficult foreign language

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Note: This post uses MathJax.  If you see mathematical formulas with dollar signs around them, or badly formatted formulas, try refreshing the screen. Sometimes you have to do it two or three times.

Algebra

In a previous post, I said that the symbolic language of mathematics is difficult to learn and that we don't teach it well. (The symbolic language includes as a subset the notation used in high school algebra, precalculus, and calculus.) I gave some examples in that post but now I want to go into more detail.  This discussion is an incomplete sketch of some aspects of the syntax of the symbolic language.  I will write one or more posts about the semantics later.

The languages of math

First, let's distinguish between mathematical English and the symbolic language of math. 

  • Mathematical English is a special register or jargon of English. It has not only its special vocabulary, like any jargon, but also used ordinary English words such as "If…then", "definition" and "let" in special ways. 
  • The symbolic language of math is a distinct, special-purpose written language which is not a dialect of the English language and can in fact be read by mathematicians with little knowledge of English.
    • It has its own symbols and rules that are quite different from spoken languages. 
    • Simple expressions can be pronounced, but complicated expressions may only be pointed to or referred to.
  • A mathematical article or book is typically written using mathematical English interspersed with expressions in the symbolic language of math.

Symbolic expressions

A symbolic noun (logicians call it a term) is an expression in the symbolic language that names a number or other mathematical object, and may carry other information as well.

  • "3" is a noun denoting the number 3.
  • "$\text{Sym}_3$" is a noun denoting the symmetric group of order 3.
  • "$2+1$" is a noun denoting the number 3.  But it contains more information than that: it describes a way of calculating 3 as a sum.
  • "$\sin^2\frac{\pi}{4}$" is a noun denoting the number $\frac{1}{2}$, and it also describes a computation that yields the number $\frac{1}{2}$.  If you understand the symbolic language and know that $\sin$ is a numerical function, you can recognize "$\sin^2\frac{\pi}{4}$" as a symbolic noun representing a number even if you don't know how to calculate it.
  • "$2+1$" and "$\sin^2\frac{\pi}{4}$" are said to be encapsulated computations.
    • The word "encapsulated" refers to the fact that to understand what the expressions mean, you must think of the computation not as a process but as an object.
    • Note that a computer program is also an object, not a process.
  • "$a+1$" and "$\sin^2\frac{\pi x}{4}$" are encapsulated computations containing variables that represent numbers. In these cases you can calculate the value of these computations if you give values to the variables.  

A symbolic statement is a symbolic expression that represents a statement that is either true or false or free, meaning that it contains variables and is true or false depending on the values assigned to the variables.

  • $\pi\gt0$ is a symbolic assertion that is true.
  • $\pi\lt0$ is a symbolic assertion that it is false.  The fact that it is false does not stop it from being a symbolic assertion.
  • $x^2-5x+4\gt0$ is an assertion that is true for $x=5$ and false for $x=1$.
  • $x^2-5x+4=0$ is an assertion that is true for $x=1$ and $x=4$ and false for all other numbers $x$.
  • $x^2+2x+1=(x+1)^2$ is an assertion that is true for all numbers $x$. 

Properties of the symbolic language

The constituents of a symbolic expression are symbols for numbers, variables and other mathematical objects. In a particular expression, the symbols are arranged according to conventions that must be understood by the reader. These conventions form the syntax or grammar of symbolic expressions. 

The symbolic language has been invented piecemeal by mathematicians over the past several centuries. It is thus a natural language and like all natural languages it has irregularities and often results in ambiguous expressions. It is therefore difficult to learn and requires much practice to learn to use it well. Students learn the grammar in school and are often expected to understand it by osmosis instead of by being taught specifically.  However, it is not as difficult to learn well as a foreign language is.

In the basic symbolic language, expressions are written as strings of symbols.

  • The symbolic language gives (sometimes ambiguous) meaning to symbols placed above or below the line of symbols, so the strings are in some sense more than one dimensional but less than two-dimensional.
  • Integral notation, limit notation, and others, are two-dimensional enough to have two or three levels of symbols. 
  • Matrices are fully two-dimensional symbols, and so are commutative diagrams.
  • I will not consider graphs (in both senses) and geometric drawings in this post because I am not sure what I want to write about them.

Syntax of the language

One of the basic methods of the symbolic language is the use of constructors.  These can usually be analyzed as functions or operators, but I am thinking of "constructor" as a linguistic device for producing an expression denoting a mathematical object or assertion. Ordinary languages have constructors, too; for example "-ness" makes a noun out of a verb ("good" to "goodness") and "and" forms a grouping ("men and women").

Special symbols

The language uses special symbols both as names of specific objects and as constructors.

  • The digits "0", "1", "2" are named by special symbols.  So are some other objects: "$\emptyset$", "$\infty$".
  • Certain verbs are represented by special symbols: "$=$", "$\lt$", "$\in$", "$\subseteq$".
  • Some constructors are infixes: "$2+3$" denotes the sum of 2 and 3 and "$2-3$" denotes the difference between them.
  • Others are placed before, after, above or even below the name of an object.  Examples: $a'$, which can mean the derivative of $a$ or the name of another variable; $n!$ denotes $n$ factorial; $a^\star$ is the dual of $a$ in some contexts; $\vec{v}$ constructs a vector whose name is "$v$".
  • Letters from other alphabets may be used as names of objects, either defined in the context of a particular article, or with more nearly global meaning such as "$\pi$" (but "$\pi$" can denote a projection, too).

This is a lot of stuff for students to learn. Each symbol has its own rules of use (where you put it, which sort of expression you may it with, etc.)  And the meaning is often determined by context. For example $\pi x$ usually means $\pi$ multiplied by $x$, but in some books it can mean the function $\pi$ evaluated at $x$. (But this is a remark about semantics — more in another post.)

"Systematic" notation

  • The form "$f(x)$" is systematically used to denote the value of a function $f$ at the input $x$.  But this usage has variations that confuse beginning students:
    • "$\sin\,x$" is more common than "$\sin(x)$".
    • When the function has just been named as a letter, "$f(x)$" is more common that "$fx$" but many authors do use the latter.
  • Raising a symbol after another symbol commonly denotes exponentiation: "$x^2$" denotes $x$ times $x$.  But it is used in a different meaning in the case of tensors (and elsewhere).
  • Lowering a symbol after another symbol, as in "$x_i$"  may denote an item in a sequence.  But "$f_x$" is more likely to denote a partial derivative.
  • The integral notation is quite complicated.  The expression \[\int_a^b f(x)\,dx\] has three parameters, $a$, $b$ and $f$, and a bound variable $x$ that specifies the variable used in the formula for $f$.  Students gradually learn the significance of these facts as they work with integrals. 

Variables

Variables have deep problems concerned with their meaning (semantics). But substitution for variables causes syntactic problems that students have difficulty with as well.

  • Substituting $4$ for $x$ in the expression $3+x$ results in $3+4$. 
  • Substituting $4$ for $x$ in the expression $3x$ results in $12$, not $34$. 
  • Substituting "$y+z$" in the expression $3x$ results in $3(y+z)$, not $3y+z$.  Some of my calculus students in preforming this substitution would write $3\,\,y+z$, using a space to separate.  The rules don't allow that, but I think it is a perfectly natural mistake. 

Using expressions and writing about them

  • If I write "If $x$ is an odd integer, then $3+x$ is odd", then I am using $3+x$ in a sentence. It is a noun denoting an unspecified number which can be constructed in a specified way.
  • When I mention substituting $4$ for $x$ in "$3+x$", I am talking about the expression $3+x$.  I am not writing about a number, I am writing about a string of symbols.  This distinction causes students major difficulties and teacher hardly ever talk about it.
  • In the section on variables, I wrote "the expression $3+x$", which shows more explicitly that I am talking about it as an expression.
    • Note that quotes in novels don't mean you are talking about the expression inside the quotes, it means you are describing the act of a person saying something.
  • It is very common to write something like, "If I substitute $4$ for $x$ in $3x$ I get $3 \times 4=12$".  This is called a parenthetic assertion, and it is literally nonsense (it says I get an equation).
  • If I pronounce the sentence "We know that $x\gt0$" we pronounce "$x\gt0$" as "$x$ is greater than zero",  If I pronounce the sentence "For any $x\gt0$ there is $y\gt0$ for which $x\gt y$", then I pronounce the expression "$x\gt0$" as "$x$ greater than zero$",  This is an example of context-sensitive pronunciation
  • There is a lot more about parenthetic assertions and context-sensitive pronunciation in More about the languages of math.

Conclusion

I have described some aspects of the syntax of the symbolic language of math. Learning that syntax is difficult and requires a lot of practice. Students who manage to learn the syntax and semantics can go on to learn further math, but students who don't are forever blocked from many rewarding careers. I heard someone say at the MathFest in Madison that about 25% of all high school students never really understand algebra.  I have only taught college students, but some students (maybe 5%) who get into freshman calculus in college are weak enough in algebra that they cannot continue. 

I am not proposing that all aspects of the syntax (or semantics) be taught explicitly.  A lot must be learned by doing algebra, where they pick up the syntax subconsciously just as they pick up lots of other behavior-information in and out of school. But teachers should explicitly understand the structure of algebra at least in some basic way so that they can be aware of the source of many of the students' problems. 

It is likely that the widespread use of computers will allow some parts of the symbolic language of math to be replaced by other methods such as using Excel or some visual manipulation of operations as suggested in my post Mathematical and linguistic ability.  It is also likely that the symbolic language will gradually be improved to get rid of ambiguities and irregularities.  But a deliberate top-down effort to simplify notation will not succeed. Such things rarely succeed.

References

 

 

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category theory, exposition, Handbook, language, language of math, math, understanding math

Mathematical and linguistic ability

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This post uses MathJax.  If you see mathematical formulas with dollar signs around them, or badly formatted formulas, try refreshing the screen.  Sometimes you have to do it two or three times.

Some personal history

When I was young, I was your typical nerdy geek.  (Never mind what I am now that I am old.)

In high school, I was fascinated by languages, primarily by their structure.  I would have wanted to become a linguist if I had known there was such a thing.  I was good at grasping the structure of a language and read grammars for fun. I was only pretty good at picking up vocabulary. I studied four different languages in high school and college and Turkish when I was in the military.  I know a lot about their structure but am not fluent in any of them (possibly including English).

After college, I decided to go to math grad school.  This was soon after Sputnik and jobs for PhD's were temporarily easy to get.

I always found algebra easy.  When I had to learn other symbolic languages, for example set theory, first order logic, and early programming languages, I found them easy too.  I had enough geometric insight that I did well in all my math courses, but my real strength was in learning languages. 

When I got a job at (what is now) Case Western Reserve University, I began learning category theory and a bit of cohomology of groups. I wrote a paper about group automorphisms that got into Transactions of the AMS.  (Full disclosure: I am bragging). 

The way Saunders Mac Lane did cohomology, he used "$+$" as a noncommutative operation.  No problem with that, I did lots of calculations in his notation.  In reading category theory I learned how to reason using commutative diagrams.  That is radically different from other math — it isn't strings of symbols — but I caught on. I read Beck's thesis in detail.  Beck wrote functions on the right (unlike Mac Lane) which I adapted to with no problem.  In fact my automorphisms paper and many others in those days was written with functions on the right. 

Later on in my career, I learned to program in Forth reasonably well. It is a reverse Polish language. Then (by virtue of summer grants in the 1990's) to use Mathematica, which I now use a lot:  I am an "experienced" user but not an "expert".

Learning foreign languages in studying math

I taught mostly engineering students during my 35 years at CWRU (especially computer engineering). When I used a text (including my own discrete math class notes) some students pleaded with me not to use $P\wedge Q$ and $P \vee Q$ but let them use $PQ$ and $P+Q$ like they did in their CS courses.  Likewise $1$ and $0$ instead of T and F.  Many of them simply could not switch easily between different codes.  Similar problems occurred in classes in first order logic. 

In the early days of calculators when most of them were reverse Polish, some students never mastered their use. 

These days, a common complaint about Mathematica is that it is a difficult language to learn; at the MAA meeting in Madison (where I am as I write this) they didn't even staff a booth.  Apparently too many of the professors can't handle Mathematica.

I gave up writing papers with functions on the right because several professional mathematicians complained that they found them too hard to read. I guess not all professional mathematicians can switch code easily, either. 

There are many great mathematicians whose main strength is geometric understanding, not linguistic understanding.  Nevertheless, to become a mathematician you have to have enough linguistic ability to learn…

Algebra

The big elephant in the room is ordinary symbolic algebra as is used in high school algebra and precalculus.  This of course causes difficulty among first year calculus students, too, but college profs are spared the problem that high school teachers have with a large percentage of the students never really grasping how algebra works.  We don't see those students in STEM courses.

It is surely the case that algebra is a difficult and unintuitive foreign language.  I have carried on about this in my stuff about the languages of math in my abstractmath site. 

Some students already in college don't really understand expressions such as $x^2$.  You still get some who sporadically think it means $2x$.  (They don't always think that, but it happens when they are off guard.)  Lots of them don't understand the difference between $x^2$ and $2^x$.

In complicated situations, students don't grasp the difference between an expression such as $x^2+2x+1$ and a statement like $x^2+2x+1=0$.  Not to mention the difference between the way $x^2+2x+1=0$ and $x^2+2x+1=(x+1)^2$ are different kinds of statements even though the difference is not indicated in the syntax.

There are many irregularities and ambiguities (just like any natural language — the symbolic language of math is a natural language!): consider $\sin xy$, $\sin x + y$, $\sin x/y$.  (Don't squawk to me about order of operators.  That's as bad as aus, außer, bei, mit, zu.  German can't help it, but mathematical notation could.)

One monstrous ambiguity is $(x,y)$, which could be an ordered pair, the GCD, or an open interval.  I found an example of two of those in the same sentence in the Handbook of Mathematical Discourse, and today in a lecture I saw someone use it with two meanings about three inches apart on a transparency.

Anyway, the symbolic language of math is difficult and we don't teach it well.

Structuring calculations

There are other ways to structure calculations that are much more transparent.  Most of them use two or three dimensions.

  • Spreadsheets: It is easy to approximate the zeros of a function using a spreadsheet and changing the input till you get the value near zero. Why can't middle school students be taught that?
  • Bret Victor has made suggestions for easy ways to calculate things.
  • My post Visible Algebra I suggest a two-dimensional approach to putting together calculations.  (There are several more posts coming about that idea.)
  • Mathematica interactive demos could maybe be provided in a way that would allow them to be joined together to make a complicated calculation. (Modules such as an inverse image constructor.)  I have not tried to do this.

A lot of these alternatives work better because they make full use of two dimensions.  Toolkits could be made for elementary school students (there are some already but I am not familiar with them).  

It is impractical to expect that every high school student master basic algebraic notation.  It is difficult and we don't know how to teach it to everyone. With the right toolkits, we could provide everyone, not just students, to put together usable calculations on their computer and experiment with them.  This includes working out the effect of different payment periods on loans, how much paint you need for a room, and many other things.

STEM students will still have to learn algebraic notation as we use it now.  It should be taught as a foreign language with explicit instruction in its syntax (sentences and terms, scope of an operator, and so on), ambiguities and peculiarities.

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Visible Algebra I

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This is the first in a series of articles about how algebra could be implemented without using the standard language of algebra that so many people find difficult. The code for the graphs are in the Mathematica notebook Algebra1.nb.

An algebra problem

Suppose you are designing a window that is in the shape of a rectangle surmounted by a semicircle, shown above for the window with width 2 and rectangle height 3. 

This example occurs in a tiresomely familiar calculus problem where you put a constraint on the perimeter of the window, thus turning it into a one-variable problem, then finding the values of the width and height that give the maximum area.  In this post, I am not going to get that far.  All I will do is come up with a calculation for the area.  I will describe a way you might do it on a laptop five or ten years from now. 

You have an algebra application that shows a screen with some operations that you may select to paste into your calculation.  The ones we use are called plus, times, power, value and input. You choose a function called value, and label it "Area of window". You recognize that the answer is the sum of the areas of the rectangle and the area of the semicircle, so you choose plus and attach to it two inputs which you label "area of rectangle" and "area of semicircle", like this:

 

The notational metaphor is that the computation starts at the bottom and goes upward, performing the operations indicated.

You know (or are told by the system) that the area of a rectangle is the product of its width and height, so you replace the value called "area of rectangle" with a times button and attach two values called $w$ and $h$:

 

You also determine that the area under the semicircle is half the area of a circle of radius $r$ (where $r$ must be calculated).

 

You have a function for the area of a circle of radius $r$, so you attach that:

Finally, you use the fact that you know that the semicircle has a radius which is half the width of the rectangle.

Now, to make the calculation operational, you attach two inputs named "width" and "height" and feed them into the values $w$ and $h$.  When you type numbers into these buttons, the calculation will proceed upward and finally show the area of the window at the top.

In a later post I will produce a live version of this diagram.  (Added 2012-09-08: the live version is here.) Right now I want to get this post out before I leave for MathFest.  (I might even produce the live version at MathFest, depending on how boring the talks are.) 

You can see an example of a live calculation resembling this in my post A visualization of a computation in tree form.

Remarks

Who

  • This calculation might be a typical exercise for a student part way along learning basic algebra. 
  • College students and scientists and engineers would have a system with a lot more built-in functions, including some they built themselves.

Syntax

  • Once you have grasped the idea that the calculation proceed upward from the inputs, carrying out the operations shown, this picture is completely self-explanatory.
    • Well, you have to know what the operations do.
    • The syntax for standard algebra is much more difficult to learn (more later about this).
  • The syntax actually used in later years may not look like mine.
    • For one thing, the flow might run top down or left to right instead of bottom up. 
    • Or something very different might be used. What works best will be discovered by using different approaches.
  • The syntax is fully two-dimensional, which makes it simple to understand (because it uses the most powerful tool our brain has: the visual system).
    • The usual algebraic code was developed because people used pencil and paper. 
    • I would guess that the usual code has fractional dimension about 1.2. 
    • The tree syntax would require too much writing with pencil and paper.  That is alleviated on a computer by using menus.
    • Once you construct the computation and input some data it evaluates automatically.
  • It may be worthwhile to use 3D syntax.  I have an experiment with this in my post Showing categorical diagrams in 3D.

Later posts will cover related topics:

  • The difficulties with standard algebraic notation.  They are not trivial.
  • Solving equations in tree form.
  • Using properties such as associativity and commutativity in tree form.
  • Using this syntax with calculus.
  • The deep connection with Lawvere theories and sketches.

References

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A visualization of a computation in tree form

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The interactive examples in this post require installing Wolfram CDF player, which is free and works on most desktop computers using Firefox, Safari and Internet Explorer, but not Chrome. The source code is the Mathematica Notebook Live evaluation of expressions in TreeForm 3, which is available for free use under a Creative Commons Attribution-ShareAlike 2.5 License. The code is ad-hoc.  It might be worthwhile for someone to design a package that produces this sort of tree for any expression. The notebook can be read by CDF Player if you cannot make the embedded versions in this post work.

This demonstration shows the step by step computation of the value of the expression $3x^2+2(1+y)$ shown as a tree.  By moving the first slider from right to left, you go through the six steps of the computation. You may select the values of $x$ and $y$ with the second and third sliders.  If you click on the plus sign next to a slide, a menu opens up that allows you to make the slider move automatically, shows the values, and other things.

Note that subtrees on the same level are evaluate left to right.  Parallel processing would save two steps.

A previous post related to this post is Making visible the abstraction in algebraic notation.

  

 
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Computable algebraic expressions in tree form

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Invisible algebra

  1. An  expression such as $4(x-2)=6$ has an invisible abstract structure.  In this simple case it is

using the style of presenting trees used in academic computing science.  The parentheses are a clue to the structure; omitting them results in  $4x-2=6$, which has the different structure

By the time students take calculus they supposedly have learned to perceive and work with this invisible structure, but many of them still struggle with it.  They have a lot of trouble with more complex expressions, but even something like $\sin x + y$ gives some of them trouble.

Make the invisible visible

The tree expression makes the invisible structure explicit. Some math educators such as Jason Dyer and Bret Victor have experimented with the idea of students working directly with a structured form of an algebraic expression, including making the structured form interactive.

How could the tree structure be used to help struggling algebra students?

1) If they are learning on the computer, the program could provide the tree structure at the push of a button. Lessons could be designed to present algebraic expressions that look similar but have different structure.

2) You could point out things such as:

a) “inside the parentheses pushes it lower in the tree”
b) “lower in the tree means it is calculated earlier”

3) More radically, you could teach algebra directly using the tree structure, with the intention of introducing the expression-as-a-string form later.  This is analogous to the use of the initial teaching alphabet for beginners at reading, and also the use of shape notes to teach sight reading of music for singing.  Both of these methods have been shown to help beginners, but the ITA didn’t catch on and although lots of people still sing from shape notes (See Note 1) they are not as far as I know used for teaching in school.

4) You could produce an interactive form of the structure tree that the student could use to find the value or solve the equation.  But that needs a section to itself.

Interactive trees

When I discovered the TreeForm command in Mathematica (which I used to make the trees above), I was inspired to use it and the Manipulate command to make the tree interactive.


This is a screenshot of what Mathematica shows you.  When this is running in Mathematica, moving the slide back and forth causes the dependent values in the tree also change, and when you slide to 3.5, the slot corresponding to $ 4(x-2)$ becomes 6 and the slot over “Equals” becomes “True”:

As seen in this post, these are just screen shots that you can’t manipulate.  The Mathematica notebook Expressions.nb gives the code for this and lets you experiment with it.  If you don’t have Mathematica available to you, you can still manipulate the tree with the slider if you download the CDF form of the notebook and open it in Mathematica CDF Player, which is available free here.  The abstractmath website has other notebooks you may want to look at as well.

Moving the slider back and forth constitutes finding the correct value of x by experiment.  This is a peculiar form of bottom-up evaluation.   With an expression whose root node is a value rather than an equation, wiggling the slider constitutes calculating various values with all the intermediate steps shown as you move it.  Bret Victor ‘s blog shows a similar system, though not showing the tree.

Another way to use the tree is to arrange to show it with the calculated values blank.  (The constants and the labels showing the operation would remain.)   The student could start at the top blank space (over Times)  and put in the required value, which would obviously have to be 6 to make the space over Equals change to “True”.  Then the blank space over Plus would have to be 1.5 in order to make multiplying it by 4 be 6.  Then the bottom left blank space would have to be 3.5 to make it equal to 1.5 when -2 is added.  This is top down evaluation.

You could have the student enter these numbers in the blank spaces on the computer or print out the tree with blank spaces and have them do it with a pencil.  Jason Dyer’s blog has examples.

Implementation

My example code in the notebook is a kludge.  If you defined a  special VertexRenderingFunction for TreeForm in Mathematica, you could create a function that would turn any algebraic expression into a manipulatable tree with a slider like the one above (or one with blank spaces to be filled in).  [Note 2]. I expect I will work on that some time soon but my main desire in this series of blog posts is to through out ideas with some Mathematica code attached that others might want to develop further. You are free to reuse all the Mathematica code and all my blog posts under the Creative Commons Attribution – ShareAlike 3.0 License.  I would like to encourage this kind of open-source behavior.

Notes

1. Including me every Tuesday at 5:30 pm in Minneapolis (commercial).

2. There is a problem with Equals.  In the hacked example above I set the increment the value jumps by when the slider is moved to 0.1, so that the correct value 3.5 occurs when you slide.  If you had an equation with an irrational root this would not work.  One thing that should work is to introduce a fuzzy form of Equals with the slide-increment smaller that the latitude allowed in the fuzzy Equals.

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