Tag Archives: language of math

Very early difficulties in studying abstract math

Introduction

There are a some difficulties that students have at the very beginning of studying abstract math that are overwhelmingly important, not because they are difficult to explain but because too many teachers don’t even know the difficulties exist, or if they do, they think they are trivial and the students should know better without being told. These difficulties cause too many students to give up on abstract math and drop out of STEM courses altogether.

I spent my entire career in math at Case Western Reserve University. I taught many calculus sections, some courses taken by math majors, and discrete math courses taken mostly by computing science majors. I became aware that some students who may have been A students in calculus essentially fell off a cliff when they had to do the more abstract reasoning involved in discrete math, and in the initial courses in abstract algebra, linear algebra, advanced calculus and logic.

That experience led me to write the Handbook of Mathematical Discourse and to create the website abstractmath.org. Abstractmath.org in particular grew quite large. It does describe some of the major difficulties that caused good students to fall of the abstraction cliff, but also describes many many minor difficulties. The latter are mostly about the peculiarities of the languages of math.

I have observed people’s use of language since I was like four or five years old. Not because I consciously wanted to — I just did. When I was a teenager I would have wanted to be a linguist if I had known what linguistics is.

I will describe one of the major difficulties here (failure to rewrite according to the definition) with an example. I am planning future posts concerning other difficulties that occur specifically at the very beginning of studying abstract math.

Rewrite according to the definition

To prove that a statement
involving some concepts is true,
start by rewriting the statement
using the definitions of the concepts.

Example

Definition

A function $f:S\to T$ is surjective if for any $t\in T$ there is an $s\in S$ for which $f(s)=t$.

Definition

For a function $f:S\to T$, the image of $f$ is the set \[\{t\in T\,|\,\text{there is an }s\in S\text{ for which }f(s)=t\}\]

Theorem

Let $f:S\to T$ be a function between sets. Then $f$ is surjective if and only if the image of $f$ is $T$.

Proof

If $f$ is surjective, then the statement “there is an $s\in S$ for which $f(s)=t$” is true for any $t\in T$ by definition of surjectivity. Therefore, by definition of image, the image of $f$ is $T$.

If the image of $f$ is $T$, then the definition of image means that there is an $s\in S$ for which $f(s)=t$ for any $t\in T$. So by definition of surjective, $f$ is surjective.

“This proof is trivial”

The response of many mathematicians I know is that this proof is trivial and a student who can’t come up with it doesn’t belong in a university math course. I agree that the proof is trivial. I even agree that such a student is not a likely candidate for getting a Ph.D. in math. But:

  • Most math students in an American university are not going to get a Ph.D. in math. They may be going on in some STEM field or to teach high school math.
  • Some courses taken by students who are not math majors take courses in which simple proofs are required (particularly discrete math and linear algebra). Some of these students may simply be interested in math for its own sake!

A sizeable minority of students who are taking a math course requiring proofs need to be told the most elementary facts about how to do proofs. To refuse to explain these facts is a disfavor to the mathematics community and adds to the fear and dislike of math that too many people already have.

These remarks may not apply to students in many countries other than the USA. See When these problems occur.

“This proof does not describe how mathematicians think”

The proof I wrote out above does not describe how I would come up with a proof of the statement, which would go something like this: I do math largely in pictures. I envision the image of $f$ as a kind of highlighted area of the codomain of $f$. If $f$ is surjective, the highlighting covers the whole codomain. That’s what the theorem says. I wouldn’t dream of writing out the proof I gave about just to verify that it is true.

More examples

Abstractmath.org and Gyre&Gimble contain several spelled-out theorems that start by rewriting according to the definition. In these examples one then goes on to use algebraic manipulation or to quote known theorems to put the proof together.

Comments

This post contains testable claims

Herein, I claim that some things are true of students just beginning abstract math. The claims are based largely on my teaching experience and some statements in the math ed literature. These claims are testable.

When these problems occur

In the United States, the problems I describe here occur in the student’s first or second year, in university courses aimed at math majors and other STEM majors. Students typically start university at age 18, and when they start university they may not choose their major until the second year.

In much of the rest of the world, students are more likely to have one more year in a secondary school (sixth form in England lasts two years) or go to a “college” for a year or two before entering a university, and then they get their bachelor’s degree in three years instead of four as in the USA. Not only that, when they do go to university they enter a particular program immediately — math, computing science, etc.

These differences may mean that the abstract math cliff occurs early in a student’s university career in the USA and before the student enters university elsewhere.

In my experience at CWRU, some math majors fall of the cliff, but the percentage of computing science students having trouble was considerably greater. On the other hand, more of them survived the discrete math course when I taught it because the discrete math course contain less abstraction and more computation than the math major courses (except linear algebra, which had a balance similar to the discrete math course — and was taken by a sizeable number of non-math majors).

References

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Forms of proofs

Abstractmath.org is a website I have been maintaining since 2005. It is intended for people beginning the study of abstract math, often a course that requires proofs and thinking about mathematical structures. The Introduction to the website and the article Attitude explain the website in more detail.

One of the chapters in abstractmath.org covers Proofs. As everywhere in abstractmath.org, there is no attempt at complete coverage: the emphasis is on aspects that cause difficulty for abstraction-newbies. In the case of proofs, this includes sections on how proofs are written (math language is a big emphasis all over abstractmath.org). One of those sections is Forms of Proof. This post is a fairly extensive revision of that section.

More than half of the section on Proofs has already been revised (the ones entitled “abstractmath.org 2.0)”, and my current task is to finish that revision.

Normally, I post the actual article here on Gyre&Gimble, but something has changed in the operation of WordPress which causes the html processor to obey linebreaks in the input, which would make the article look chaotic.

So this time, I have to ask you to click a button to read the revised section on Forms of Proof. I apologize for the excessive effort by your finger.
 

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Improving abstractmath.org

This post discusses some ideas I have for improving abstractmath.org.

Handbook of mathematical discourse

The Handbook was kind of a false start on abmath, and is the source of much of the material in abmath. It still contains some material not in abmath, parti­cularly the citations.

By citations I mean lexicographical citations: examples of the usage from texts and scholarly articles.

I published the Handbook of mathe­ma­tical discourse in 2003. The first link below takes you to an article that describes what the Handbook does in some detail. Briefly, the Handbook surveys the use of language in math (and some other things) with an emphasis on the problems it causes students. Its collection of citations of usage could some day could be the start of an academic survey of mathematical language. But don’t expect me to do it.

Links

The Handbook exists as a book and as two different web versions. I lost the TeX source of the Handbook a few years after I published the book, so none of the different web versions are perfect. Version 2 below is probably the most useful.

  1. Handbook of mathe­ma­tical discourse. Description.
  2. Handbook of mathe­ma­tical discourse. Hypertext version without pictures but with active internal links. Some links don’t work, but they won’t be repaired because I have lost the TeX input files.
  3. Handbook of mathe­ma­tical discourse. Paperback.
  4. Handbook of mathematical discourse. PDF version of the printed book, including illustrations and citations but without hyperlinks.
  5. Citations for the paperback version of the Handbook. (The hypertext version and the PDF version include the citations.)

Abmath

Soon after the Handbook was published, I started work on abstractmath.org, which I abbreviate as abmath. It is intended specifically for people beginning to study abstract math, which means roughly post-calculus. I hope their teachers will read it, too. I had noticed when I was teaching that many students hit a big bump when faced with abstraction, and many of them never recovered. They would typically move into another field, often far away from STEM stuff.

Links

These abmath articles give more detail about the purpose of this website and the thinking behind the way it is presented:

Presentation of abmath

Informal

Abmath is written for students of abstract math and other beginners to tell them about the obstacles they may meet up with in learning abstract math. It is not a scholarly work and is not written in the style of a scholarly work. There is more detail about its style in my rant in Attitude.

Scholarly works should not be written in the style of a scholarly work, either.

Links

To do:

Every time I revise an article I find myself rewriting overly formal parts. Fifty years of writing research papers has taken its toll. I must say that I am not giving this informalization stuff very high priority, but I will continue doing it.

No citations

One major difference concerns the citations in the Handbook. I collected these in the late nineties by spending many hours at Jstor and looking through physical books. When I started abmath I decided that the website would be informal and aimed at students, and would contain few or no citations, simply because of the time it took to find them.

Boxouts and small screens

The Handbook had both sidebars on every page of the paper version containing a reference index to words on that page, and also on many pages boxouts with comments. It was written in TeX. I had great difficulty using TeX to control the placement of both the sidebars and especially the boxouts. Also, you couldn’t use TeX to let the text expand or contract as needed by the width of the user’s screen.

Abmath uses boxouts but not sidebars. I wrote Abmath using HTML, which allows it to be presented on large or small screens and to have extensive hyperlinks.
HTML also makes boxouts easy.

The arrival of tablets and i-pods has made it desirable to allow an abmath page to be made quite narrow while still readable. This makes boxouts hard to deal with. Also I have gotten into the habit of posting revisions to articles on Gyre&Gimble, whose editor converts boxouts into inline boxes. That can probably be avoided.

To do:

I have to decide whether to turn all boxouts into inline small-print paragraphs the was you see them in this article. That would make the situation easier for people reading small screens. But in-line small-print paragraphs are harder to associate to the location you want them to refer, in contrast to boxouts.

Abmath 2.0

For the first few years, I used Microsoft Word with MathType, but was plagued with problems described in the link below. Then I switched to writing directly in HTML. The articles of abmath labeled “abstractmath.org 2.0” are written in this new way. This makes the articles much, much easier to update. Unfortunately, Word produces HTML that is extraordinarily complicated, so transforming them into abmath 2.0 form takes a lot of effort.

Link

Illustrations

Abmath does not have enough illustrations and diagrams. Gyre&Gimble has many posts with static illustrations, some of them innovative. It also has some posts with interactive demos created with Mathematica. These demos require the reader to download the CDF Player, which is free. Unfortunately, it is available only for Windows, Mac and Linux, which precludes using them on many small devices.

Links

To do:

  • Create new illustrations where they might be useful, and mine Gyre&Gimble and other sources.
  • There are many animated GIFs out there in the math cloud. I expect many of them are licensed under Creative Commons so that I can use them.
  • I expect to experiment with converting some of the interactive CFD diagrams that are in Gyre&Gimble into animated GIFs or AVIs, which as far as I know will run on most machines. This will be a considerable improvement over static diagrams, but it is not as good as interactive diagrams, where you can have several sliders controlling different variables, move them back and forth, and so on. Look at Inverse image revisited. and “quintic with three parameters” in Demos for graph and cograph of calculus functions.

Abmath content

Language

Abmath includes most of the ideas about language in the Handbook (rewritten and expanded) and adds a lot of new material.

Links

  1. The languages of math. Article in abmath. Has links to the other articles about language.
  2. Syntactic and semantic thinkers. Gyre&Gimble post.
  3. Syntax trees in mathematicians’ brains. Gyre&Gimble post.
  4. A visualization of a computation in tree form.Gyre&Gimble post.
  5. Visible algebra I. Gyre&Gimble post.
  6. Algebra is a difficult foreign language. Gyre&Gimble post.
  7. Presenting binops as trees. Gyre&Gimble post.
  8. Moths to the flame of meaning. How linguistics students also have trouble with syntax.
  9. Varieties of mathematical prose, by Atish Bagchi and Charles Wells.

To do:

The language articles would greatly benefit from more illustrations. In parti­cular:

  • G&G contains several articles about using syntax trees (items 3, 4, 5 and 7 above) to understand algebraic expressions. A syntax tree makes the meaning of an algebraic expression much more transparent than the usual one-dimensional way of writing it.
  • Several items in the abmath article More about the language of math, for example the entries on parenthetic assertions and postconditions could benefit from a diagrammatic representation of the relation between phrases in a sentence and semantics (or how the phrases are spoken).
  • The articles on Names and Alphabets could benefit from providing spoken pronunciations of many words. But what am I going to do about my southern accent?
  • The boxed example of change in context as you read a proof in More about the language of math could be animated as you click through the proof. *Sigh* The prospect of animating that example makes me tired just thinking about it. That is not how grasshoppers read proofs anyway.

Understanding and doing math

Abmath discusses how we understand math and strategies for doing math in some detail. This part is based on my own observations during 35 years of teaching, as well as extensive reading of the math ed literature. The math ed literature is usually credited in footnotes.

Links

Math objects and math structures

Understanding how to think about mathematical objects is, I believe, one of the most difficult hurdles newbies have to overcome in learning abstract math. This is one area that the math ed community has focused on in depth.

The first two links below are take you to the two places in abmath that discuss this problem. The first article has links to some of the math ed literature.

Links

To do: Everything is a math object

An important point about math objects that needs to be brought out more is that everything in math is a math object. Obviously math structures are math objects. But the symbol “$\leq$” in the statement “$35\leq45$” denotes a math object, too. And a proof is a math object: A proof written on a blackboard during a lecture does not look like it is an instance of a rigorously defined math object, but most mathe­maticians, including me, believe that in principle such proofs can be transformed into a proof in a formal logical system. Formal logics, such as first order logic, are certainly math objects with precise mathematical definitions. Definitions, math expressions and theorems are math objects, too. This will be spelled out in a later post.

To do: Bring in modern ideas about math structure

Classically, math structures have been presented as sets with structure, with the structure being described in terms of subsets and functions. My chapter on math structures only waves a hand at this. This is a decidedly out-of-date way of doing it, now that we have category theory and type theory. I expect to post about this in order to clarify my thinking about how to introduce categorical and type-theoretical ideas without writing a whole book about it.

Particular math structures

Abmath includes discussions
of the problems students have with certain parti­cular types of structures. These sections talk mostly about how to think about these structure and some parti­cular misunder­standings students have at the most basic levels.

These articles are certainly not proper intro­ductions to the structures. Abmath in general is like that: It tells students about some aspects of math that are known to cause them trouble when they begin studying abstract math. And that is all it does.

Links

To do:

  • I expect to write similar articles about groups, spaces and categories.
  • The idea about groups is to mention a few things that cause trouble at the very beginning, such as cosets, quotients and homomorphisms (which are all obviously related to each other), and perhaps other stumbling blocks.
  • With categories the idea is to stomp on misconceptions such as that the arrows have to be functions and to emphasize the role of categories in allowing us to define math structures in terms of their relations with other objects instead of in terms with sets.
  • I am going to have more trouble with spaces. Perhaps I will show how you can look at the $\epsilon$-$\delta$ definition of continuous functions on the reals and “discover” that they imply that inverse images of open sets are open, thus paving the way for the family-of-subsets definition of a topoogy.
  • I am not ruling out other particular structures.

Proofs

This chapter covers several aspects of proofs that cause trouble for students, the logical aspects and also the way proofs are written.

It specifically does not make use of any particular symbolic language for logic and proofs. Some math students are not good at learning languages, and I didn’t see any point in introducing a specific language just to do rudimentary discussions about proofs and logic. The second link below discusses linguistic ability in connection with algebra.

I taught logic notation as part of various courses to computer engineering students and was surprised to discover how difficult some students found using (for example) $p+q$ in one course and $p\vee q$ in another. Other students breezed through different notations with total insouciance.

Links

To do:

Much of the chapter on proofs is badly written. When I get around to upgrading it to abmath 2.0 I intend to do a thorough rewrite, which I hope will inspire ideas about how to conceptually improve it.

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Unless

Mark Meckes recently wrote (private communication):

I’m teaching a fairly new transition course at Case this term, which involves explicitly teaching students the basics of mathematical English along with the obvious things like logic and proof techniques.  I had a student recently ask about how to interpret “A unless B”.  After a fairly lively discussion in class today, we couldn’t agree on the truth table for this statement, and concluded in the end that “unless” is best avoided in mathematical writing.  I checked the Handbook of Mathematical Discourse to see if you had anything to say about it there, but there isn’t an entry for it.  So, are you aware of a standard interpretation of “unless” in mathematical English?

I did not consider  “unless” while writing HMD.   What should be done to approach a subject like this is to

  • think up examples  (preferably in a bull session with other mathematicians) and try to understand what they mean logically, then
  • do an extensive research of the mathematical literature to see if you can find examples that do and do not correspond  with your tentative understanding.  (Usually you find other uses besides the one you thought of, and sometimes you will discover that what you came up with is completely wrong.)  

What follows is an example of this process.

I can think of three possible meanings for “P unless Q”:

1.  “P if and only if not Q”,
2.  “not Q implies P”
3.  “not P implies Q”.

An example that satisfies (1) is “x^2-x is positive unless 0 \leq x \leq 1“.  I have said that specific thing to my classes — calculus students tend not to remember that the parabola is below the line y=x on that interval. (And that’s the way you should show them — draw a picture, don’t merely lecture.  Indeed, make them draw a picture.)

An example of (2) that is not an example of (1) is “x^2-x is positive unless x = 1/2“.  I don’t think anyone would say that, but they might say “x^2-x is positive unless, for example, x = 1/2“.  I would say that is a correct statement in mathematical English.  I guess the phrase “for example” translates into telling you that this is a statement of form “Q implies not P”, where Q is now “x = 1/2”.   Using the contrapositive, that is equivalent to “P implies not Q”, but that is neither (2) nor (3).

An example of (3) that is not an example of (1) is “x^2-x is positive unless -1 < x < 1“.  I think that any who said that (among math people) would be told that they are wrong, because for example (\frac{-1}{2})^2-\frac{-1}{2} = \frac{3}{4}.  That reaction amounts to saying that (3) is not a correct interpretation of “P unless Q”.

Because of examples like these, my conjecture is that “P unless Q” means “P if and only if not Q”.  But to settle this point requires searching for “unless” in the math literature and seeing if you can find instances where “P unless Q” is not equivalent to “P if and only if not Q”.  (You could also see what happens with searching for “unless” and “example” close together.)

Having a discussion such as the above where you think up examples can give you a clue, but you really need to search the literature.  What I did with the Handbook is to search JStor, available online at Case.  I have to say I had definite opinions about several usages that were overturned during the literature search. (What “brackets” means is an example.)

My proxy server at Case isn’t working right now but when I get it repaired I will look into this question.

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Computable algebraic expressions in tree form

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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