Three Mathematical Cultures: What Can We Learn?

Three Mathematical Cultures: What Can We Learn?

Mark Saul

July 2023

Everyone needs mathematics.  It is the heavy industry of scientific development, the unseen basis on which the more spectacular advances in science, in technology, and in medicine are often built.  And mathematics is cheap.  We rarely need fancy equipment to pursue our research.  A pad and paper, sometimes a computer, and sometimes even less to start the process.

In some sense there is only one mathematics.  Mathematicians everywhere tend to agree on the nature of mathematical truth or whether a particular proof is valid or not.  In that sense, mathematics transcends culture.  But in another sense it does not.  The attitudes toward the subject, the place it holds in the canon of scholarship, the value it takes for average citizens or even professional academics–all these may indeed vary from culture to culture, and across time and place.  And this variation affects the nature of mathematics education.

In my visits abroad, working with mathematicians and educators, I have had to both adapt to and learn from these different mathematical cultures.  Here I write about three of them, from which I have learned the most.   These three cultures are:

 >East Asia, with its strong ability to bring large numbers of students up to a high level of mathematical competence
>The US, where students are urged to develop and use their creativity;
>East Europe, where the mathematical community inspires passion for the subject in its students.

Disclaimer: one of these is my own culture, of the United States of America.  I include it because I find it to be a strong influence on others.  The reader can decide whether this portion of my account is sufficiently objective.

The cultures of  East Asia  are well-known for providing a solid mathematical foundation for masses of people.  Countries such as Taiwan, Singapore, Korea, and Japan shine in results reported by TIMSS and PISA (Mullis et al., 2020, 7ff, 147ff).  These results have been well studied (see for example  Leung, 2020) and the cultures that produced them analyzed.  In a nutshell, these largely Confucian cultures revere learning.  The Chinese imperial examinations sometimes offered a path through the feudal economy from a rural village to the bureaucracy and splendor of the capital.  There are, to this day, local deities who receive offerings at their temples for success in examinations.  And the Chinese Empire, like the Roman Empire in the West, had a tremendous influence on nearby cultures.  These attitudes, and even some of these practices, persist.

The profession of teaching is revered in those cultures.  The teacher is respected as a source of knowledge.  In Taiwan, I saw students bow en masse to the teacher at the start of the lesson, and again at the end, thanking him or her .  Classes of 50 or 60 are not unusual on the high school level.  “Classroom management” is rarely an issue.  The student automatically respects and trusts the teacher, and the respect and trust is generally returned.  I have returned to Taiwan often over the years, and have observed as pedagogical methods there have opened up to include work by groups of students and project-based learning.  While the methods of teaching have changed and developed, the respect between the student and the teacher abides. 

The public education outcomes of these societies are the envy of the world.  But in the countries themselves, something is often perceived to be lacking.  The Japanese call it ‘zest for life ‘ (see for example Mori, or Ministry of Culture, both 2023) and have been struggling to restore to students their childhood.  This quest is on an emotional level, but of course it has its intellectual ramifications.  The Japanese seek to balance their children’s intellectual achievement with an emotional goal.

Other cultures have goals that are more directly intellectual.  Often one of them is a quest for creativity.  In many countries of this region, learning is seen as mastering a body of knowledge which has been well worked out and enshrined in the literature.  Teachers and educators—and even politicians—in those countries complain that there is little room for students to create their own knowledge or to invent new ways to reorganize the knowledge.

And in fact they often look to the US for models of ‘creativity’.  This kept coming up, for example, on a tour of China by a group of educators in 2010.  In a series of fascinating meetings, the question aroseup: “How do you encourage creativity in your students?”  It turned out that the Ministry of Education had disseminated a memorandum about creativity.  Unfortunately, what I often found was that people asking that question would expect an algorithm for creativity: institute practices A, B, and C, and you will get creative thinking.

The question stymied me.  It doesn’t work that way.   How could I even begin to answer it?   My own view, from inside the culture, is clouded.

One of the strengths of Confucian societies is the great respect for teachers and mentors.  Many have pointed out that the TIMSS and PISA data are a reflection of this deep and strong tradition. But this very strength, which allows these cultures success in mass education, at the same time hamstrings them in getting students to think for themselves.  How can the student know something the teacher doesn’t?   This question did not come up from people working in, say, China.  But many Chinese scientists who work in other countries have pointed out that this is the crux of the problem.

It is difficult for us to see this from within America, but we are very good at just this goal.  It is difficult partly because ‘thinking for oneself’ is hard to measure.  Only careful, sensitive, and intensive observation, considering the student’s immediate history and relationship to the teacher, can uncover the creative act.

But when it happens in the classroom, the moment is magical.  That look on a student’s face, that turn of phrase that you as a teacher have never heard, but which matches exactly the necessary intuitions—including the teacher’s pedagogical intuitions—are hard to forget.

So what is it that unleashes the minds of US students?  As with most cultural phenomena, this question is difficult to answer from within the culture.  The fundamental levels of culture, of ethnicity, are unconscious, and it is hard for someone participating in them to dig them out.  Too, the wellsprings of creativity are also in the unconscious mind, which adds another level of mystery to the question.

So as an American educator I am uniquely unqualified to say more about this phenomenon.  I know about it only because my hosts describe it when I travel abroad.  But it is true that Americans value creativity in ways that other cultures often overlook.  A recent Gallup poll (Gallup, 2019; Saad, 2019) found that teachers who promote creativity see results in achievement.  I don’t think this finding is particularly shocking.  The point is that an American institution (Gallup, funded partly by Apple Computers) thought to ask the question and seek the answer.  This happens less often in other cultures.

Credit in this development must be given to the European legacy in America.  British, Dutch, and Scandinavian schools have valued and encouraged independent thinking for a while.  Perhaps this is another example of the historical commonplace that America has played the role for European culture that Rome played for Greece.  In each case, the one extended and spread the innovations of the other.  Maybe.

Credit must also be given to more recent borrowings from Eastern Europe.  An extraordinary mathematical culture has developed in these countries, whose strength is not simply creativity, but passion.

The end of the Cold War gave Americans greater access to these countries, and more inter-cultural exchange.   A form of mathematical engagement new to Americans, the math circle, was largely a borrowing from these cultures.

The cultures of Eastern Europe have been strong in mathematics since their industrial revolution opened up education to their middle classes.  I have elsewhere (Saul, 1992,2003, 2017, 2022) chronicled these developments in Bulgaria, Romania, and Russia (or the USSR).  Tibor Frank (2007) has written about his native country, Hungary, which followed a slightly different path.

In brief, there are two forces at work here, neither of which apply directly to the American situation.   One is that of a small nation struggling to assert itself and consolidate its own progress.  This is a large part of the Hungarian experience.  Hungary underwent an industrialization in the late 1800s as part of the Hapsburg Empire.  There was a national resolve to make the most of the nation’s young minds, a tradition which persists to the present.  High school teachers knew, and still know, members of the mathematical research community, and would inform them of students with noticeable talent in mathematics.   A group of research mathematicians and physicists began the journal KöMaL (see MATFUND, n.d.) which to this day binds together the mathematical community.  The result is that this tiny nation of less than 10 million has become famous for producing mathematicians and scientists.

The other force, best exemplified by the USSR, is totalitarianism, which tended to push active minds into mathematics as a refuge.  In brief, Soviet totalitarianism pervaded (by definition) its citizens’ entire lives.  Thinking was dangerous.  Artists and writers worked under strict controls.  Biologists were not allowed to study evolution.  Psychologists and educators could not mention Piaget.  Researchers in the physical sciences, dependent on laboratory resources, generally had to work for the military.  Computer science was neglected, even after the Second World War.

But mathematicians were relatively free.  They needed little or no equipment, and the applications of their work were sufficiently distant from the work itself to obviate any political ‘channeling’.

So active minds, people who might otherwise have become chemists, economists, even poets, gravitated to mathematics.  Mathematics departments and classrooms became centers for a silent rejection of totalitarian values.  The social lives of mathematicians, math educators, and math students, were also their professional lives, a  subculture within the Soviet system.  And like any subculture, it strove to reproduce itself.  Research mathematicians and graduate students found common cause with teacher and pre-college students, in math circles, summer camps, and competitions.  A rich literature of advanced mathematics from an elementary standpoint developed, authored by some of the country’s most prominent researchers.  The Anneli Lax New Mathematical Library is an example of American borrowings from this culture, as is the more recent flourishing of math circles in the US.   This passion for mathematics, a love of thinking about the subject, is a strong aspect of East European culture.

I have left out here many more mathematical cultures.  The venerable mathematical traditions of South India, the current stirrings in Latin America, the vibrant mathematical culture of Western Europe, all deserve more note than this margin will allow.  And the continent of Africa is a giant just beginning to feel its strength.  In my work there, I find active young minds, and programs just starting to develop them.  This second most populous continent has only begun to offer the benefits to mankind that it surely will in future.

This description of ‘three cultures’ can be read as a set of stereotypes.  Like all stereotypes, they contain some truth.  But like all stereotypes, they cannot be applied to individual cases.  There are certainly creative Asians, passionate Americans, and schools in Eastern Europe that reach all their students with deep and important mathematics.  The point is that each of these stereotypes describes a strength of the culture, an area from with others can learn.  I hope we continue to learn.

WORKS CITED

Frank, Tibor. (2007). The social construction of Hungarian genius (1867-1930). Background paper for the conference on John von Neumann, organized by the Princeton Institute for International & Regional Studies and the John Templeton Foundation, The Witherspoon Institute, Princeton, NJ. October 5-6, 2007.

https://www.researchgate.net/publication/242572746_The_Social_Construction_of_Hungarian_Genius

Gallup (2019) Creativity in Learning. https://www.gallup.com/education/267449/creativity-learning-transformative-technology-gallup-report-2019.aspx

Leung, Frederick K.S. (2017) “Making Sense of Mathematics Achievement in East Asia: Does Culture Really Matter?”, in Gabriele Kaiser (ed.), Proceedings of the 13th International Congress on Mathematical Education, ICME-13, 201-218.  https://link.springer.com/book/10.1007/978-3-319-62597-3#author-1-0

MATFUND Foundation (n.d.) What is KöMaL?  http://www.komal.hu/info/miazakomal.e.shtml

Ministry of Education, Culture, Sports, Science and Technology (2023) “Encouraging Zest for Living”, in Priorities and Prospects for a Lifelong Learning Society: Increasing Diversification and Sophistication, Chapter 3, Section 3, Notice from the Ministry of Education, Culture, Sports, Science and Technology, May 25, 2023 (in Japanese).   https://www.mext.go.jp/b_menu/hakusho/html/hpae199601/hpae199601_2_042.html

Mori, Lynsey Helen (2023) “Having a Zest for Life: SEL in Japan”, in Exploring Social Emotional Learning in Diverse Academic Settings, Regina Rahimi, Delores Liston, Eds., 102-125. https://www.igi-global.com/chapter/having-a-zest-for-life/321384

Mullis, Ina V. S., Martin, Michael O., Foy, Pierre, Kelly, Dana L., Fishbein, Bethany. (2020) Timss 2019 International Results in Mathematics And Science, Lynch School of Eucation and Human Deelopmnet, Boston College and International Assiciation for the Evaluation of Educational Achievement, Boston, chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.iea.nl/sites/default/files/2020-12/TIMSS-2019-International-Results-in-Mathematics-and-Science_0.pdf

Saad, Lydia (2019). “Teachers Who Promote Creativity See Educational Results”, in Gallup Blog, October 28, 2019.  https://news.gallup.com/opinion/gallup/245600/teachers-promote-creativity-educational-results.aspx

Saul, Mark (1992) “Love Among the Ruins: The Education of High-Ability Mathematics Students in the USSR,” in Focus, Vol. 12, No. 1, February, 1992.

_______ (2003) “Mathematics in a Small Place: Notes on the Mathematics of Romania and Bulgaria”, in AMS Notices, May, 2003, 561-565;

_______ and Fomin, Dmitri (2017) “Russian Traditions in Mathematics Education and Russian Mathematical Contests” (with D. Fomin), in Russian Mathematics Education: History and World Significance. Edited by Alexander Karp and Bruce R Vogeli.  Singapore: World Scientific, 2010.  Translated into Russian as российские традиции в математическом образовании и российские математичес кие соревновании, in российское математическое образование, Москва, мгпу, 2017, p. 209;

_______ (2022) “Russian influences on American mathematics education after 1991: historical roots of changes in extracurricular programs” in Zeitschrift fur Didaktik in Mathematics, 53(7), 1605-1616, DOI 10.1007/s11858-021-01293-8;

 

 

 

 

 

 

 

 

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Putting Sums back into Summer

by Scott Taylor

Colby College

Waterville, ME

 Every math teacher hears the “What’s it good for?” complaint. Even elementary students want to know what math is good for. But children, especially those who are at risk of not succeeding academically, have little prior math knowledge for us to draw on and rarely care about such adult concerns as being a good employee or making wise financial decisions, much less applications to physics or data science. But nearly every child cares deeply about the quality of their artwork, their ability to enter into a story, their ability to make beautiful music, and having fun. Through my experiences developing a summer camp, I believe that tapping into these desires for beauty, movement, and explanation can support children who are in danger of future academic failure.

The Sum Camp Story

 I live in Waterville, Maine a city of about 17,000 people in central Maine. Like many rural cities across the U.S., it is a wonderful place to live and work, but it has its challenges. A large percentage of families live in poverty and the vast majority of elementary school children test below grade-level in math. Our public schools have many dedicated, excellent teachers and administrators, but resources are stretched thin. As a professional mathematician watching my own sons move through the public school system, I was confronted by the question: “How can I help?”

An answer came during another contentious school board meeting. During a lull, a volunteer in the schools, Sara Taddeo, shared with me an idea she’d had for a summer math camp that would use the visual and performing arts to help children develop basic math skills. She believed that trauma, and its effect on executive functioning, was at the root of why many children have difficulty in math. She was interested in the ways that the arts can help people of all ages process trauma, and believed they could also help children mathematically. Her thoughts dovetailed with some of my own reading and thinking about ways to expand students’ experience of math.

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Finding Pedagogy in Recreational Problem Solving: reflections and lessons learned

By Dimitrios Roxanas

A few years ago, when I started my tenured job at the University of Sheffield, one of my first initiatives was to start a problem solving seminar for students (undergraduate and graduate) and also academic staff.  I have to admit I was a bit apprehensive when I pitched the idea of setting up these sessions (full disclosure: and for several months after!): I was a new and untested hire, with no obvious relevant credentials (I never competed in mathematical competitions beyond the local level), and a very distinct lack of seniority about me. Despite that, I found a lot of support from my more senior colleagues, some of whom are experienced recreational mathematics problem solvers: not only are they attending our sessions frequently, but they have also let me decide on the objectives that I wanted to pursue, and let me design the activities that I feel contribute to these goals.

Problem solving is certainly an integral part of learning and creating new mathematics, but for many mathematicians recreational problem solving is also a favourite pastime. I am mostly referring to solving problems from mathematical competitions -at the pre-university (e.g., International Mathematical Olympiad (IMO)) level, as well as the undergraduate level (Putnam, International Mathematics Competition for University Student (IMC)).  But I also include problems from journals like the American Mathematical Monthly, Math Horizons, College Mathematics Journal and Mathematics Magazine. I have found myself drawn to the challenge but also to the artistic elements of problem solving, and I have come to appreciate its benefits to my research and to the way I absorb new mathematical ideas and I approach problems.

 

For my PhD I studied at the University of British Columbia (UBC, Vancouver, Canada) where Greg Martin and Dragos Ghioca were organizing a Putnam seminar, which was (is) in part training for the Putnam competition each December. The series was particularly popular with the more ambitious students, whether they planned to take the Putnam or not, and I could see why. No, it wasn’t just because of the free pizza and pop that the department was offering! The problems that were selected for the sessions were (very) difficult and yet deceptively easy to state.  To solve them one need not have extensive background beyond the 1st or 2nd year of undergraduate studies, and still they would present an exciting challenge. You had to draw from rather basic material, but to make progress on those problems you would have to use this elementary material in creative ways. I always found this challenge very rewarding, and at UBC it was clear that I wasn’t the only one who felt this way.

My current problem solving sessions (PSS) are held every two weeks in both semesters. The sessions last 1.5-2 hours.  They take place in a big lecture hall (when in person) or Blackboard–our Virtual Learning Environment—while all teaching and learning activities were moved online due to the pandemic. When in person, there is always pizza (which is a bit counterintuitive, I am always feeling “slower” after a couple of slices!) and very little structure. I distribute the handouts and then people move around, use the boards, chat, brainstorm, sigh loudly in frustration, but also exclaim in delight when a breakthrough comes. I love it! There are 110+ members in my mailing list for the group and we typically see 30-70 students and faculty joining the sessions. I estimate the regular members around 40, the vast majority of whom are undergraduate students.

Academic staff and graduate students are always welcome and especially faculty members.  They attend frequently.  Sometimes we even have 6-7 academics in attendance. I cannot emphasize enough how important I find the presence of faculty in these sessions.  This is an excellent opportunity to increase faculty-student contact and make the students feel part of the academic community: academic citizenship extends to them too. It is a relaxed and friendly atmosphere, and it is much easier for the students to approach the faculty, ask for advice, bounce ideas off them, ask for their work to be checked, or just chat about academic life and their research.

From a pedagogical perspective there are even more benefits from this: I don’t share the problems and the solutions with the faculty members ahead of the sessions. On purpose.  The idea to try this was a result of personal reflection.  For many years I have been thinking about how to improve my own problem solving skills and become a better researcher, and I have frequently found myself frustrated reading solutions to problems and proofs in books and papers with no clue about the motivation that led to them. How did they know that such-and-such lemma would be useful? Did they know of this result in advance? If yes, how did they realize that this was applicable in this setting? How did they even think that this was the correct statement to prove? How can I learn to see what they see?

And of course, in my mind, “they” was usually a faceless authority; someone with such inherent mathematical talent, and lighting-speed intuition, that I could never hope to match. It wasn’t until I started working with Stephen Gustafson for my PhD that I realized that if those, very experienced and technically-skilled mathematicians, cared to share their insights and way of approaching problems (as he did), I could also start thinking like them. At first, you perhaps start by blindly applying to your own work their principles and rules-of-thumb, even if you haven’t fully internalized them or appreciated their significance in your context. Practice, and regular reflection, will eventually help you master it.

This is why I want students to see experienced mathematicians dealing with challenging problems, stripped of most context, and witness their thinking process. The problems I set are usually challenging enough to stump professional mathematicians. I would be the first to admit that there have been problems I couldn’t solve and many others that required a lot of time, effort and lateral thinking on my part before they budged. I want the PSS to also serve as training for research. And in research, we often don’t know how to get started or what tools can be useful. So what can one do? You can try small cases, or you can experiment by changing the problem a bit, e.g., by dropping or adding assumptions, working with “better” functions than you are “allowed to”, or maybe you can expand the space of admissible solutions. And I have found that one should always stay on the lookout for patterns. Why? Because when I spot a pattern or I make some observations, it usually leads (naturally) to formulating claims and conjectures. But that’s great news! This is something tangible I can try to prove (or disprove). It is unlikely (at least for me) that one will simply look at the problem and know immediately how to go about it.

All this is very different from what the students are used to from homework and exams. The context is always clear there (it must be relevant to the current chapter we are covering in class…), and there are a handful of possible tools that might be relevant when you are doing an exercise. To quote P. Zeitz (“Art and Craft of Problem Solving”, 2007, John Wiley & Sons) exercises “can be easy or hard but never puzzling”. There is obviously a clear place for exercises in the mathematical curriculum: this is how students learn the mechanics, and how they internalize the theory. Sure, I routinely use “mechanical” exercises to help them solidify their grasp of the material and appreciate the definitions, but also I expose them to harder ones, which I might scaffold if I deem it necessary. But these are still not problems.  Problems are perhaps open-ended, and definitely not questions that one immediately sees how to approach. To be more specific about the type of questions I am talking about, consider the following (Putnam 2014, B1):

base 10 over-expansion of a positive integer N is an expression of the form

$N = d_k 10^k + d_{k-1} 10^{k-1} + \cdots + d_0 10^0,$

with $d_k \neq 0$ and $d_i \in \{0,1,2,\dots,10\}$ for all $i$.

For instance, the integer N=10 has two base 10 over-expansions: 10=10⋅100

and the usual base 10 expansion 10=1⋅101+0⋅100.

Which positive integers have a unique base 10 over-expansion?

The hard part in this problem is to come up with the right claim to try to prove. Then actually proving that claim is a matter of technique and good bookkeeping. If you haven’t solved the problem, and I tell you that I claim (and then go about proving it) that the answer is “all the integers with no 0’s in their usual base-10 expansion”, you have every right to feel that the claim came out of the sky, and perhaps question your ability to ever do good mathematics. This is a prime example of a problem that invites investigation (and exactly why I picked it).

It’s impractical to share here all the experimentation we did with the students to approach this, so let me just outline some of the highlights:

Start by playing with several numbers, perhaps even randomly at first. “Playing” here refers to trying to express positive integers (with a varying number of digits) in two different base 10 over-expansions.

For example, one can start by looking at multiples of 10 and easily see that they can’t have a unique over-expansion. What about numbers smaller than 10? What about numbers between multiples of 10?

Can we be more systematic in our search? Maybe, let’s look at 2-digit numbers first, then 3-digit numbers, and so on?

List your findings. (we are trying to spot a pattern!)

So, for integers in the range (“ * “ is a placeholder for any digit 1-9) :

1-9: unique over-expansion

10-99: not unique if multiple of 10, i.e., of the form  * 0. Hmm…

100-999: not unique if multiple of 10, i.e., of the form  * * 0 , but wait! I can also find another representation for numbers of the form  * 0 * . Hmm…

1000-9099: let’s see, I can find a different to the standard base-10 representation for numbers of the form * * * 0 , * * 0 * , * 0 *  * . Hmmm…!

This is already suggesting a pattern! All these have a 0 in their decimal expansion; am I looking for all the integers with no 0’s in their usual base-10 expansion then?

Once a concrete, “mathematical” claim has been established, a few went about proving it (which isn’t too hard, I invite everyone to try). This is an example of a problem where if you spend your time staring at it, without getting your hands “dirty” with some examples, you will likely never even figure out how to get started!

I also try to remind students that sometimes you get fixated on the wrong pattern, or you didn’t check enough cases for an educated conjecture and what you are trying to prove is actually not true in general. And you know what? That’s fine. We still learn from approaches that don’t work (and they can inform successful ones). Also, many famous mathematicians claimed statements that ended up being false. We are in good company!

Seeing the faculty members approach these problems the same way they would approach a research question has been instructive and motivating for my students. Interestingly, since we started this activity at Sheffield a few years ago, there has been a dramatic increase in the uptake of undergraduate summer research projects. As the coordinator of both programs I have seen a significant overlap between those who attend the PSS and those who pursue summer research. In some cases, undergraduate students started attending research seminars, or formed advanced study groups and in one case they even started working jointly on an open problem!

I have found that this approach to problem solving (i.e., investigation and experimentation), or rather, this attitude, is not necessarily a developed instinct in our students, not even in the better ones. But, again agreeing with P. Zeitz, it can be taught and nurtured. Encouraging in-session interaction with faculty is one way to do this, but this is just one component of what I try to do.  I make additional progress to this goal also by how I present my solutions to these problems, and of course by my choice of problems.  Clearly the two are connected: appropriate problems will give me the chance to highlight the steps in this approach.

In writing solutions to such problems, my goal is to shed light on the thinking process, not to present a linear exposition as you would see in a textbook. So I don’t hesitate to take a nonlinear path, sharing my thoughts along the way, showing dead-ends, adding remarks that explain the state of my insight into the problem, but also how my intuition is strengthened and my insight deepened as I experiment, calculate, and develop small-scale plans. And again, isn’t this how we do research? In my opinion that’s not only an appropriate approach but also a desirable one. To quote Steven Krantz (from “How to Teach Mathematics”, 1999, AMS) “…we learn inductively (from the specific to the general) rather than deductively (from the general to the specific). The deductive model is highly appropriate for recording mathematics, but it does not work for discovering mathematics…”. 

 As an educator, it delights me that this activity allows me to aim to go beyond the low (knowledge, comprehension, and application) stages of expertise (in Bloom’s taxonomy) to those of analysis and synthesis. And this is exactly because these problems require investigation, speculation and conjecture before one can come close to a solution. It is exactly the element of investigation that is present in analysis and synthesis that students rarely get to experience when they learn mathematics.

Pedagogical reasons aside, the impact of the PSS on engagement have been clear at Sheffield. The sense of community has been much more pronounced.  Student-faculty interaction has increased.  This has been seen very positively by the students:  many are starting to feel that they are members of the department’s  academic community. Previously-isolated students have found like-minded peers and they are now studying together, going beyond the curriculum, and together engaging in research.   !

Having said that, there is still a lot to be done.  The students who participate in these activities are admittedly among the higher-performing ones, the more likely to engage if we offer them the opportunity, and they are usually the ones who are more inclined towards Pure Mathematics. How to reach out to more students? My first attempt was to include a second category of problems, or rather two categories. One is basically challenging brainteasers in the form of technical interview questions. The other is “algorithmic puzzles”, challenging problems that can be approached in a systematic way (perhaps after some recasting into a more amenable form), for example using Dynamic Programming. My hope was that this would appeal to students who are more interested in programming or something more “applied”, and to also offer some training for those challenging quant/software engineering/data science interviews. My next project will be to introduce a second series revolving around mathematical modelling, which hopefully will allow us access to a different subset of the student population.

One of the hardest aspects in organizing this activity was striking a good balance: and trying to be more inclusive, trying to adjust the level of the problems so that students don’t get totally discouraged, but at the same time making them hard enough for students to think outside the box, embrace new techniques and the “investigation-first” attitude that I am hoping to promote; and to also build resilience in the face of challenge. I don’t claim to have found an algorithm for selecting good problems, and I am sure some keen students have been occasionally discouraged despite my best intentions. Other than managing expectations and working towards a supportive environment where “failing” is seen as a necessary (and expected) step of the process, I have tried to adapt too: I have been starting the sessions off with quick, “warm-up” problems, still not trivial, that everyone has a chance to solve. (Groups of) students work independently, so nobody will notice if you spend the whole session working on the “warm-up problem”. Note to self: stop calling it a “warm-up” problem?

Another source of “anxiety” for me comes from the workload involved. In the past 3 years, I have typed more than 300 pages for my Problem Solving sessions. I have compiled “theory” (methods of proof, specific problem solving strategies and tricks) from various sources, I have created about 40 handouts, and I have written very detailed solutions to every problem. What does that entail? First, I identify the topics I want to discuss and look into my sources for good ways of motivating a method and also examples. I always solve the problems myself before looking at the official solutions which means that I can get (very) stuck, and I frequently have to discard problems (maybe because there was a very specific trick, or you needed to know a rather esoteric result). Then I type up everything. Looking back I usually need 10-15 hours of preparation for a single problem solving session, and so far I haven’t been able to recycle work from previous years — I think that I will eventually try for a 4-year cycle and hope that my colleagues won’t mind seeing some of the same problems every 4 years!

I want to quickly discuss the transition to online sessions, a necessity that the Covid-19 pandemic brought on. This really required a new approach. You can’t possibly replicate the big room-with-pizza-and-people-moving-around ambience in an online session, and I was well  –  aware that no matter what we tried, the social aspect would suffer somewhat. One of the challenges in online sessions is that only one person can be speaking at the same time (unless of course you are using “breakout rooms”). Another challenge is that it would be difficult to ensure intervals of peace and quiet for some serious thinking to take place. I realized that I had to avoid long silences, which would be rather awkward, so I changed the format of the sessions.  Instead of sharing the problems for the first time at the session, I would send them 3-7 days in advance, and ask people to volunteer to present their solutions (or just things they tried). They had until the night before the session to let everyone know if they wanted to do that (we always had at least one volunteer, either student or staff). But that was just part of it, because that didn’t guarantee we would always have fun in the sessions.  And why do it if it’s not going to be fun?

The other feature that I introduced in the online versions was “quick fire problems”. By that I mean a selection of interesting problems (typically from the UKMT Senior Mathematical Challenge, the AMC or the AIME) that can be tackled in 5-10 minutes. We would start the session with a couple of those, and then intersperse them among the more “serious” problems’ presentations and discussions. So I would give 5-15 minutes, depending on the difficulty of the problem, which was protected quiet time during which students were encouraged to send me private messages with questions/solutions.  Once the time was up, I would ask for volunteers to present their solutions, typically using interactive online whiteboards (but also visualizers). This activity generated quite a bit of interaction, with the additional benefit of creating opportunities for more students to feel successful with solving less (but still) challenging problems.

After 19 months of social distancing and multiple lockdowns, UK universities have recently returned to face-to-face teaching. And what better way to celebrate the return to in-person activities than by attacking hard mathematical problems (in our properly-ventilated lecture theatres)? Our problem solving sessions this term have hit an all-time-high attendance record: 65 students and 5 staff in one session, and we are regularly hosting 30-40 students.  As you can imagine we’ve been having a blast! We can’t wait to work on the problems from this December’s Putnam Competition.

I want to conclude by thanking my colleagues at the University of Sheffield, especially (in alphabetical order) James Cranch, Neil Dummigan, Frazer Jarvis, Jayanta Manoharmayum, Fionntan Roukema, Evgeny Shinder, and Alan Zinober, fok r supporting these activities, for their input and feedback, and more importantly for contributing to a better student experience.

About the author: Dimitrios Roxanas is a mathematician at the University of Sheffield, UK. He earned his PhD at the University of British Columbia and then moved to the UK, spending a few years at the University of Edinburgh and the University of Bath before moving to Sheffield. At the University of Sheffield he is the organizer of a problem solving seminar and the coordinator of under

 

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Finding Pedagogy in Recreational Problem Solving: reflections and lessons learned

By Demitrios Roxanas

A few years ago, when I started my tenured job at the University of Sheffield, one of my first initiatives was to start a problem solving seminar for students (undergraduate and graduate) and also academic staff.  I have to admit I was a bit apprehensive when I pitched the idea of setting up these sessions (full disclosure: and for several months after!): I was a new and untested hire, with no obvious relevant credentials (I never competed in mathematical competitions beyond the local level), and a very distinct lack of seniority about me. Despite that, I found a lot of support from my more senior colleagues, some of whom are experienced recreational mathematics problem solvers: not only are they attending our sessions frequently, but they have also let me decide on the objectives that I wanted to pursue, and let me design the activities that I feel contribute to these goals.

Problem solving is certainly an integral part of learning and creating new mathematics, but for many mathematicians recreational problem solving is also a favourite pastime. I am mostly referring to solving problems from mathematical competitions -at the pre-university (e.g., International Mathematical Olympiad (IMO)) level, as well as the undergraduate level (Putnam, International Mathematics Competition for University Student (IMC)).  But I also include problems from journals like the American Mathematical Monthly, Math Horizons, College Mathematics Journal and Mathematics Magazine. I have found myself drawn to the challenge but also to the artistic elements of problem solving, and I have come to appreciate its benefits to my research and to the way I absorb new mathematical ideas and I approach problems.

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Three foundational theorems of elementary school math

By Ben Blum-Smith, Contributing Editor

This post discusses three very familiar facts from grade-school mathematics. In spite of their familiarity, I believe they tend to go under-appreciated, at every level of math education. In the elementary grades, my experience is that if they do get explicit attention, we generally treat them as tools students should learn to use, rather than as the subject of their own inquiry. Meanwhile, in the later grades—middle school, high school, college, and beyond—we are already used to them, so they tend to be seen as trivialities, not worthy of further reflection.

I think this might be a missed opportunity.[1] We lose the chance to delectate with our students in these facts’ surprisingness, their non-obviousness. And we pass up the occasion to ask why they hold.

Therefore, I submit to you three foundational theorems of elementary school math.

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From Teaching Math to Teaching Students Math

by Yvonne Lai (University of Nebraska-Lincoln)

I did not want to present. Someone had selected my solution to a geometry problem to present at a Mathfest 1996 session. I wasn’t sure who this person was, but I knew already that I did not appreciate them. I was 16 years old, my father was ecstatic at the honor, and I wished my father had never found out, because then I could have played hooky and no one would be the wiser.

The problem that I did not want to present

The visual of a solution that I did not want to present

That summer, I was a student at the Canada/USA Mathcamp, a residential program whose name describes its purpose. Mathfest and Mathcamp both took place on the campus of the University of Washington-Seattle that year, and someone had the brilliant idea that a few high school students would be made to present their solutions to the problem in the above figure – which featured in the entrance application to Mathcamp – at Mathfest 1996.

When I met my two co-presenters, I found out that none of us wanted to present, nor had we any idea how to present even a measly 10 minutes of mathematics, nor had anyone told us anything except that we were supposed to show up at a particular room on the appointed day. (Mathcamp was a young program at the time, formed on a whim and a dream, with all but nonexistent infrastructure at the time.) The moment was 10 days away, and we dreaded each closing minute.

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Access To Epidemic Modeling

Kurt Kreith and  Alvin Mendle, University of California, Davis

Covid-19 has left teachers seeking topics that are both engaging and lend themselves to online instruction.   As a guiding force for the measures that have reshaped our lives, epidemic modeling stands out as natural.  For teachers at the secondary level and those involved in teacher education, this leads to the question: How can an understanding of epidemic modeling be made accessible to students at large?

From the vantage point of evolutionary biology, viewing epidemics as a form of natural selection is a good place to start.  An ability to reproduce and mutate rapidly would seem to give the virus a distinct advantage.  The tools Humankind can bring to bear include (1) human intellect and (2) a capacity for social organization. Both have figured prominently into efforts to manage Covid-19 and make an appearance in the model to be developed below.

Modern epidemic modeling began with the S.I.R. model created by Kermack and McKendrick in 1927, introducing the use of S, I, and R to designate susceptible, infected, and recovered demographic variables.   Here we consider a population P of fixed size (it undergoes neither births nor deaths, and those recovered enjoy total immunity). In set theoretic terms, this can be thought of as

P = S ∪ I ∪ R

where people pass from S to I and from I to R at prescribed rates.  The model yields values for all three variables as a function of time.

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In Memoriam N. N. Konstantinov

by Mark Saul

This summer marks the thirtieth year since the end of the Soviet Union.  It also marks the passing of one of the great figures of Russian mathematical culture, Nicholas Nikolayevich Konstantinov.  This note concerns both events, but cannot do justice to either.  Rather, I will here give some personal reminiscences that might contribute to the picture, but not find a place in the historical record.    I leave to other sources the task of a more comprehensive account.  Here’s my story.

The year was 1987.  The Cold War was still smoldering, but no longer raging.  I received a phone call from an American teaching colleague: “I got an email message for you from one Professor Konstantinov in Moscow.”

Just the fact that this message had arrived was remarkable.  The World Wide Web had yet to appear.  Email was new and laptops rare.  And it was not yet clear that the internet could form a bridge between the two camps in the global political stalemate.  Was a graph of the Eastern and Western computer networks even connected?  How did a colleague from Moscow contact me?  And why?

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Outcomes-Based Assessment — Structural Change in Calculus

by Rebecca Torrey

Associate Professor of Math

Brandeis University

Traditional Grading Sends the Wrong Message

For many years I taught Calculus with a traditional structure, in which the students’ grades were mostly determined by a few high-stakes exams (a final and a couple of midterms).  In my classes, I would tell my students:

  • How important it was to practice regularly; 
  • To carefully review their exams and the solutions;
  • That it’s ok to get things wrong and learn from their mistakes;
  • That the idea that we can improve through practice applies in math just as it would in anything else they want to learn.

But the structure of my class was giving them a very different message.  The structure told them:

  • You only really need to study three times during the semester: right before the midterms and the final; 
  • Don’t bother reviewing your work since you will rarely, if ever, get tested on those same problems again;
  • You can only do well in the class if you get all the problems (including the very hardest) right on the first try.

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Mathematics as Logic

by Mark Saul

Maybe it is obvious, but it is something I’ve come to appreciate only after years of experience: mathematics is logic driven, and teaching and learning mathematics is centered on teaching and learning logic.  I find this to be true philosophically, but also practically, in my teaching.  And even in my own learning.

Philosophically, this point of view has deep roots.  Plato’s Academy.  Russell and Whitehead.  Frege, Tarski.  And that’s all I want to say about this area, which is outside my expertise.  I leave it to those who think more deeply about the philosophy of logic to forge connections between my experience and their work.  I think it is probably enough here to think about the ‘logic’ as concerning just the simplest propositional calculus: implication, negation, and perhaps quantifiers.

Because what I want to say is that in my teaching, the closer I look at difficulties that students have the more likely it is that the difficulty is with these basic aspects of logic.  And (conversely!) if students leave my classroom having understood these logical connectives more robustly, I consider that I have succeeded.

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