de Villiers M. (1996)
The Future of Secondary School Geometry.

La lettre de la preuve, Novembre-Décembre 1999.

Some developments in geometry education (2)

Process versus product teaching in geometry
The USEME experiment

© Michael de Villiers

 

Process versus product teaching in geometry

The distinction between "processes " and "product s" in mathematics education is a relatively old one. With a product is meant here the end-result of some mathematical activity which preceded it. As far back as 1978, the Syllabus Proposals of MASA regarding the South African Mathematics Project, stated:

"The intrinsic value of mathematics is not only contained in the PRODUCTS of mathematical activity (i.e. polished concepts, definitions, structures and axiomatic systems, but also and especially in the PROCESSES of MATHEMATICAL ACTIVITY leading to such products, e.g. generalization, recognition of pattern, defining, axiomatising. The draft syllabi are intended to reflect an increased emphasis on genuine mathematical activity as opposed to the mere assimilation of the finished products of such activity. This emphasis is particularly reflected in the various sections on geometry. " - MASA (1978:3)

Regrettably these good intentions, except for a few schools, were hardly implemented on a large scale in South African schools. Most teachers and textbook authors simply continued providing pupils with ready-made content that they merely had to assimilate and regurgitate in tests and exams.

Traditional geometry education of this kind can be compared to a cooking and bakery class where the teacher only shows pupils cakes (or even worse, only pictures of cakes) without showing them what goes into the cake and how it is made. In addition, they're not even allowed to try their own hand at baking!
   The distinction between some of the main processes and products of formal geometry can be summarised as shown in Table 3. Most formal products often require a number of prior processes, some of which have been indicated. The process of proving also has its own product, namely a proof, which should be distinguished from the theorem, definition or axiom to which it refers.

Product

Process

Axioms

Axiomatizing - Proving

Definitions

Defining - Experimenting - Proving

Theorems

Theorem finding & formulating - Experimenting - Refuting - Pattern finding - Generalizing -Specializing - Visualizing - Proving

Classifications

Classifying

Table 3
 

Due to limitations of space, we shall here mainly focus on the handling of definitions at Van Hiele Level 3. The direct teaching of geometry definitions with no emphasis on the underlying process of defining has often been criticised by mathematicians and mathematics educators alike. For example, already in 1908 Benchara Blandford wrote (quoted in Griffiths & Howson, 1974: 216-217):

"To me it appears a radically vicious method, certainly in geometry, if not in other subjects, to supply a child with ready-made definitions, to be subsequently memorized after being more or less carefully explained. To do this is surely to throw away deliberately one of the most valuable agents of intellectual discipline. The evolving of a workable definition by the child's own activity stimulated by appropriate questions, is both interesting and highly educational. "

The well-known mathematician Hans Freudenthal (1973:417-418) also strongly criticized the traditional practice of the direct provision of geometry definitions as follows:

"... most definitions are not preconceived but the finishing touch of the organizing activity. The child should not be deprived of this privilege ... Good geometry instruction can mean much - learning to organize a subject matter and learning what is organizing, learning to conceptualize and what is conceptualizing, learning to define and what is a definition. It means leading pupils to understand why some organization, some concept, some definition is better than another. Traditional instruction is different. Rather than giving the child the opportunity to organize spatial experiences, the subject matter is offered as a preorganized structure. All concepts, definitions, and deductions are preconceived by the teacher, who knows what is its use in every detail - or rather by the textbook author who has carefully built all his secrets into the structure ."

From our preceding discussion of the Van Hiele theory it should be clear that understanding of formal definitions only develop at Level 3, and that the direct provision of formal definitions to pupils at lower levels would be doomed to failure. In fact, if we take the constructivist theory of learning seriously (namely that knowledge simply cannot be transferred directly from one person to another, and that meaningful knowledge needs to be actively (re)-constructed by the learner), we should even at Level 3 engage pupils in the activity of defining and allow them to choose their own definitions at each level. This implies allowing the following kinds of meaningful definitions at each level:

Van Hiele 1
Visual definitions, eg. a rectangle is a quadrilateral with all angles 90 and two long and two short sides.

Van Hiele 2
Uneconomical definitions, eg. a rectangle is a quadrilateral with opposite sides parallel and equal, all angles 90 , equal diagonals, half-turn-symmetry, two axes of symmetry through opposite sides, two long and two short sides, etc.

Van Hiele 3
Correct, economical definitions, eg. a rectangle is a quadrilateral with two axes of symmetry though opposite sides.

As can be seen from the two examples at Van Hiele Levels 1 & 2, pupils' spontaneous definitions would also tend to be partitional , in other words, they would not allow the inclusion of the squares among the rectangles (by explicitly stating two long and two short sides). In contrast, according to the Van Hiele theory, definitions at Level 3 are typically hierarchical , which means they allow for the inclusion of the squares among the rectangles, and would not be understood by pupils at lower levels.
   The presentation of formal definitions in textbooks is often preceded by an activity whereby pupils have to compare in tabular form various properties of the quadrilaterals, eg. to see that a square, rectangle and rhombus have all the properties of a parallelogram. The purpose clearly is to prepare them for the formal definitions later on which are hierarchical . (In other words, the given definitions provide for the inclusion of special cases, eg. a parallelogram is defined so as to include squares, rhombi and rectangles). However, research reported in De Villiers (1994) show that many pupils, even after doing tabular comparisons and other activities, if given the opportunity, still prefer to define quadrilaterals in partitions . (In other words, they would for example still prefer to define a parallelogram as a quadrilateral with both pairs of opposite sides parallel, but not all angles or sides equal).
   A constructivist approach would not directly present pupils with read-made definitions, but allow them to formulate their own definitions irrespective of whether they are partitional or hierarchical. By then discussing and comparing in class the relative advantages and disadvantages of these two different ways of classifying and defining quadrilaterals (both of which are mathematically correct), pupils may be led to realize that there are certain advantages in accepting a hierarchical classification. For example, if pupils are asked to compare the following two definitions for the parallellograms, they immediately realize that the former is much more economical than the latter:

hierarchical: A parallelogram is a quadrilateral with both pairs of opposite sides parallel.
partitional: A parallelogram is a quadrilateral with both pairs of opposite sides parallel, but not all angles or sides equal.

Clearly in general, partitional definitions are longer since they have to include additional properties to ensure the exclusion of special cases. Another advantage of a hierarchical definition for a concept is that all theorems proved for that concept then automatically apply to its special cases. For example, if we prove that the diagonals of a parallelogram bisect each other, we can immediately conclude that it is also true for rectangles, rhombi and squares. If however, we classified and defined them partitionally, we would have to prove separately in each case, for parallelograms, rectangles, rhombi and squares, that their diagonals bisect each other. Clearly this is very uneconomical. It seems clear that unless the role and function of a hierarchical classification is meaningfully discussed in class as described in De Villiers (1994), many pupils will have difficulty in understanding why their intuitive, partitional definitions are not used.

The USEME experiment

Is it possible to devise teaching stategies for the teaching of the processes of defining and axiomatising at Van Hiele levels 3 and 4? This in fact was the focus of the University of Stellenbosch Experiment with Mathematics Education (USEME) conducted with a control group in 1977 and an experimental group in 1978 (see Human & Nel et al, 1989a). The experiment was aimed at the Grade 10 (Std 8) level and involved 19 schools in the Cape Province. Whereas the traditional approach focusses overridingly on developing the ability of making deductive proofs (especially for riders), the experimental approach was aimed mainly at:

- developing the ability to construct formal, economical definitions for geometrical concepts
- developing understanding of the nature and role of axioms, definitions and proof.

The following is an example of one of the first exercises in defining used in the experimental approach (see Human & Nel et al, 1989b:21).

 

EXERCISE

1(a) Make a list of all the common properties of the figures below. Look at the angles, sides and diagonals and measure if necessary.

(b) What are these types of quadrilaterals called?
(c) How would you explain in words, without making a sketch , what these quadrilaterals are to someone not yet acquainted with them?

The spontaneous tendency of almost all the pupils in (c) was to make a list of all the properties discovered in (a); thus giving a correct, but uneconomical description (definition) of the rhombi (thus suggesting Level 2 understanding). This led to the next two exercises which was intended to lead them to shorten their descriptions (definitions), for example:

EXERCISE (continuing)

2. A letter is addressed as follows:

Mr. JH Nel
"Nelstevrede"
9 Venter Avenue
PO Box 48639
Stellenbosch
7600

   (a) The address is unnecessarily long. Give a shortened version of the above address so that the letter would still arrive at Mr. Nel. (Post in Stellenbosch is delivered in post boxes as well as to street addresses.)
   (b) Are there other shortened versions of the above address whereby the letter would still reach Mr. Nel? Give as many shortened versions as you can. Everyone must be as short as possible.

3. (a) Construct three different rhombi on your own.
   (b) Look again at the verbal description of rhombi you gave in 1(c). Is your description perhaps unnecessarily long? If so, give a shorter description of rhombi which nevertheless would still definitely give you a rhombus if you constructed a figure according to the information contained in your (shorter) description: ensure therefore that it will have all the properties of a rhombus, even if all these properties are not mentioned in (your) shorter description.
   (c) Give three different short verbal descriptions of rhombi.
   (d) Try to construct a quadrilateral which is not a rhombus, but complies to the conditions of your first (shorter) descriptions in (b). If you can achieve that, your description is not an accurate description of the rhombi! Check your other two shorter descriptions of the rhombi in the same manner.

Clearly here pupils were led to shorten their descriptions (definitions) of rhombi by leaving out some of its properties. For example, in 3(a) pupils found that one does not need to use all the properties to construct a rhombus. One could for example obtain one by constructing all sides equal. In (b) and (c) pupils typically came up with different shorter versions, some of which were incomplete (particularly if they're encouraged to make it as short as possible by promising a prize!), for example: "A rhombus is a quadrilateral with perpendicular diagonals ". This provided opportunity to provide a counter-example and a discussion of the need to contain enough (sufficient) information in one's descriptions (definitions) to ensure that somebody else knows exactly what figure one is talking about.
   With some encouragement, pupils came up with several different possibilities. Also note at this stage that they were not expected to logically check their definitions, but by accurate construction and measurement (in other words a typical Level 2 activity). For example, pupils were expected to construct figures as shown in Figure 12 to evaluate definitions like the following:

(1) A rhombus is a quadrilateral with all sides equal.
(2) A rhombus is a quadrilateral with perpendicular, bisecting diagonals.
(3) A rhombus is a quadrilateral with bisecting diagonals.
(4) A rhombus is a quadrilateral with one pair of opposite sides parallel and
one pair of adjacent sides equal.
(5) A rhombus is a quadrilateral with perpendicular diagonals and one pair of
adjacent sides equal.
(6) A rhombus is a quadrilateral with both pairs of opposite sides parallel and
one pair of adjacent sides equal.

Figure 12: Construction & measurement

 

Psychologically, constructions like these are extremely important for the transition from Level 2 to Level 3. It helps to develop an understanding of the difference between a premisse and conclusion and their causal relationship; in other words, of the logical structure of an "if-then " statement. Logically each of the above statements can be rewritten in this form. For example, the last statement could be rewritten as: "If a quadrilateral has both pairs of opposite sides parallel and one pair of adjacent sides equal, then it is a rhombus (ie. has all sides equal, perpendicular bisecting diagonals, etc)". Smith (1940) reported marked improvement in pupils' understanding of "if-then " statements by letting them make constructions to evaluate geometric statements as follows:

"Pupils saw that when they did certain things in making a figure, certain other things resulted. They learned to feel the difference in category between the relationships they put into a figure - the things over which they had control - and the relationships which resultedwithout any action on their part. Finally the difference in these two categories was associated with the difference between the given conditions and conclusion, between the if-part and the then-part of a sentence. "

After some experimental exploration of different alternative definitions for the rhombi as described above, the pupils were then led into a deductive phase where starting from one definition they had to logically check whether all the other properties could be derived from it (as theorems). The same exercises were then repeated for the parallelograms. Eventually, it was explained to pupils that it would be confusing if everyone used different definitions for the rhombi and parallelograms, and it was agreed to henceforth use one definition only for each concept. (Note that the role and function of a hierarchical classification for the quadrilaterals was not adequately addressed at the time of the USEME experiment, and was one of the reasons for the subsequent study reported in De Villiers (1994)).
   A common misconception among pupils (and even some of their teachers and textbook authors) is that axioms are self-evident truths, instead of necessary starting points for a mathematical system. An important objective of the USEME project was to let pupils understand the necessity of definitions and axioms by providing them with the experience that not all propositions within a formal system can be proved without getting a circularity, and that one consequently had to accept certain propositions as starting points (Van Hiele Level 4). Instead of presenting a finished axiomatic system to pupils, they were first engaged in the process of systematization as follows (see Human & Nel et al, 1989b: 43). (Note: Although pupils at this point knew the properties of parallel lines from informal exploration, they had not been given a formal definition for parallel lines nor logically derived any of the properties. They had also earlier been introduced to proof as a means of explanation of several interesting riders).

EXERCISE

1. Try to prove that if two parallel lines are cut by a transversal, then alternate angles are equal. You may make use of our other assumptions about parallel lines (corresponding angles equal, co-interior angles supplementary), as well as the theorem that when two straight lines intersect, vertically opposite angles are equal.

2. In your proof in n°1 you made use of certain assumptions. Now try to prove these assumptions too.

3. Once again, in your proofs in n° 2, you made use of assumptions. Now make an attempt to prove these assumptions as well and to carry on in this way until you have proved all your assumptions.

In attempting to answer questions 1, 2 and 3, pupils inevitably argued circularly. The following is an example:

 

1.

(corresponding angles, )

(directly opposite angles)

Alternate angles are therefore equal.

 

2.

(co-interior angles, )
(QP extended forms straight line)

Corresponding angles are therefore equal.

3.

(APB is straight line)
(alternate angles, )

The sum of the co-interior angles on the same side of the transversal are therefore 180 .

 

Figure 13: A circular argument

 

These series of proofs can be schematically represented as shown in Figure 13 and clearly illustrate the underlying circular argument. The problem is that no matter how much they try, they inevitably land up with some kind of circularity. Although many pupils did not at first recognize the problem, some subsequent exercises alerted them to the underlying problem and the realization that it is impossible to prove all mathematical statements or properties of mathematical objects without obtaining a circular argument. They then realized that one had to accept one of these properties as a statement without proof (ie. as a definition or axiom) to avoid a circularity.
   Comparative research at the conclusion of the USEME experiment indicated that not only had the experimental groups gained substantially in their ability to define known and unknown geometric objects (economically correct), but that they had developed a deeper understanding of the nature of axioms, as well as an ability to recognize circular and other invalid arguments (see Human, Nel et al, 1989a).