Mathematical Visualization
Mathematical Visualization
Mathematics Education
at Teachers College
Fall – Winter 2011
A CENTURY OF LEADERSHIP IN
MATHEMATICS AND ITS TEACHING
© Copyright 2011
by the Program in Mathematics and Education
Teachers College Columbia University
in the City of New York
The Journal of Mathematics Education at Teachers College is a publication of the
Program in Mathematics and Education at Teachers College
Columbia University in the City of New York.
Foreword
v Honoring the Past—Anticipating the Future
J. Philip Smith, Bruce R. Vogeli, Erica Walker
Preface
vi From Slide Rules to Video Games: Technology in
Mathematics Classrooms
Diane R. Murray
Articles
1 Mathematical Visualization
Jonathan Rogness, University of Minnesota
Programming Probability
Paul Morrill, New Design Middle School
Other
88 Acknowledgement of Reviewers
Mathematical Visualization
Jonathan Rogness
University of Minnesota
Advances in computer graphics have provided mathematicians with the ability to create stunning visualizations,
both to gain insight and to help demonstrate the beauty of mathematics to others. As educators these tools can
be particularly important as we search for ways to work with students raised with constant visual stimulation,
from video games to MTV. Computer generated images, animations and interactive demonstrations permeate
all areas of mathematics education, making it important for educators and researchers to determine how best to
harness these tools to increase student learning. This survey article discusses what we know, and do not know,
about creating effective visualizations and describes possible avenues for future work in the area.
1
ROGNESS
Figure 2.
2
MATHEMATICAL VISUALIZATION
3
ROGNESS
Example 3: Möbius Transformations Revealed. A featured video, eventually garnering nearly two millions
Möbius Transformation is a function of the form views.
f (z) = (az + b) /(cz + d) where a, b, c, d, and z are all With so much content online, it is rare for any video to
complex numbers, and ad − bc ≠ 0. They are well go viral, let alone a video illustrating high level
known in complex analysis as functions which are mathematics. News outlets such as Minnesota Public
conformal and which send circles and lines on the complex Radio and the Associated Press took notice and further
plane to circles and lines. See Figures 4(a) and 4(b) for the publicized the film. While the general public may not have
effect on one particular Möbius Transformation; the points known—or cared—about the theorem illustrated in the
in the colored grid in Figure 4(a) are sent to the video, they could enjoy the mesmerizing images and colors
corresponding points in Figure 4(b). Notice that the in the movie and get a glimpse of the world of
straight line segments were sent to arcs (i.e. segments) of mathematics beyond simple arithmetic and algebra. Hence
circles, and the arcs still meet at right angles. Surprisingly, Möbius Transformations Revealed became an ambassador
the colored grid has been turned inside out, so that the gray of sorts for mathematics as a whole.
region of the plane is now bounded, and the colored areas For more information about the mathematics behind
stretch out to infinity. Möbius Transformations Revealed, see (Arnold &
Möbius Transformations Revealed is a short film Rogness, 2008). The film is available for download at
created at the University of Minnesota by Douglas Arnold http://www.ima.umn.edu/~arnold/moebius/.
and this author for the 2007 International Science and
Engineering Visualization Challenge, in which it won What Makes a Visualization Good?
Honorable Mention. A primary goal of the film was to
show non-mathematicians how beautiful mathematics can In an ideal world this article would list twelve steps
be, but the video is more than random pretty pictures. It that every reader could follow to decide if a certain
illustrates a theorem which states Möbius Transformations visualization would be effective in the classroom.
can be constructed by copying the original points onto a Unfortunately the situation is not so clear. Indeed, it is not
sphere via inverse stereographic projection, moving and certain what makes a visualization good or bad, or even
rotating the sphere as necessary, and then projecting the what the definition of visualization should be. After
points on the sphere back to the plane. Figures 5(a) and surveying 247 articles related to visualization in science
5(b), for example, show how to represent the Möbius and mathematics education, (Phillips, Norris & Macnab,
Transformation used in Figure 4 using a sphere. 2010) states: “Perhaps the most defining feature of the
Anecdotal reports from students and instructors current state of empirical research on visualization is the
around the country suggest that, for large numbers of lack of consensus about the most elemental issues that
students, this representation of Möbius Transformations surround it, including settling on a definition for
has proven easier to understand than the algebraic visualization… and deciding how to document both short-
descriptions contained in typical complex analysis books. term and long-term effectiveness.”
This alone would make the video a highly successful After evaluating the literature, (Phillips, et al., 2010)
visualization. However, Möbius Transformations Revealed do identify five characteristics of effective visualizations.
has an interesting follow-up story. A low resolution Their descriptions are summarized here; for full references
version of the was uploaded to YouTube.com so that the for their conclusions, see the original source.
creators could easily share it with others. Much to their
surprise, it appeared on the YouTube home page as a
4
MATHEMATICAL VISUALIZATION
1. Color. There is some evidence to suggest colorful reflect the fact that there are no definitive answers. In the
images may be more effective in triggering student end, to paraphrase Potter Stewart, “We know a good
learning than simple black and white images. visualization when we see it,” but it is difficult to be more
2. Realism- or lack thereof. Abstracts line diagrams precise.
that focus on the essential details of a concept may In the end, trying to write out specific guidelines for
be more effective than overly complicated images creating visualizations is as fruitless as describing how to
which include unnecessary detail. write the perfect novel. In both fields we can describe
3. Relevance. This can refer to cultural relevance, for aspects of successful creations, but there will always be an
example of geometric designs in art, or in the intangible quality that defies quantitative evaluation. It is
relevance of the images to the problem at hand—is interesting to note that in a (highly unscientific) survey
the visualization really necessary to help solve the conducted by this author of post-secondary mathematics
problem, or does it serve as a distraction? faculty who are heavily invested in creating and using
4. Interactivity. The ability to control and interact with visualizations—including some of the creators of the three
the visualization seems to be an effective way to examples above, and members of a Mathematical
stimulate student learning; this is similar to the use Association of America task force which was evaluating
of physical manipulatives in a classroom. online resources for multivariable calculus—none of them
5. Animation. Many mathematical concepts depend on had surveyed the educational literature to help guide their
a changing parameter which can be represented as decisions about color, interactivity, or the design of their
time. Animations can provide a more accurate images. In short, they are “winging it,” trusting their own
representation of such ideas than a static image. pedagogical, mathematical and artistic instincts to decide
Having identified these characteristics, one might what would be most effective in facilitating student
hope we have an algorithm for making an effective learning.
visualization: create a colorful image, relevant to the
problem at hand, which includes only the essential details, The Need for Visualization
and allow the image to vary with time as appropriate,
perhaps through the control of the student. Unfortunately,
these guidelines might be helpful, but they provide no After reading the previous section one might be
guarantee about the effectiveness of the resulting image. tempted to give up on the creation and evaluation of
The problem is that incorporating these five features visualizations for the mathematics classroom, but this
of effective characterizations is not a simple yes or no would not be a responsible approach to dealing with our
proposition. All of these characteristics live on a spectrum, students. The current generation of students has been
and there are choices to be made. For example, color can raised with constant visual stimuli, whether television,
certainly make an image more visually arresting, but too computer graphics, or other media, and have come to
many colors, or clashing color combinations, could be expect such presentations. It is important not to pander to
detrimental. Certain color combinations might be highly this view and replace the symbolic calculations and logical
effective for some students, but useless to those who are arguments of mathematics courses with entertaining but
color blind. All of these issues must be balanced, and the uninformative visual images. However, as educators we
right balance depends not only on the subject matter but on must find the best way to engage our students in the
the viewer—and no two viewers are exactly the same. material. If that includes flashy pictures, so be it, as long as
To further illustrate the difficulties in identifying, let we then begin the process of training students to back up
alone creating, good visualizations, the reader is their ideas with proper mathematical reasoning and
encouraged to think about the three examples described writing.
earlier. What makes them effective? How do they make It is also worth noting that visualization is not just
use of the five features of visualizations described in this useful for education, but has become an important tool in
section? Certainly all three use visually arresting, colorful mathematical research. The proof that the Costa surface is
images. They all describe complex ideas, but the pictures a complete minimal embedded surface of finite topology,
have been simplified to show only essential features. Two for example, was driven by the analysis of computer
of them are animated movies while the third, Curved generated images. One of the mathematicians involved in
Spaces, is a highly interactive visualization. the proof, David Hoffman, wrote an excellent article
Yet it is impossible to attribute the success of these (Hoffman, 1987) describing the process, and concluded:
visualizations to the specific color, layout, or interactive “The computer-created model is not restricted to the role
controls chosen in their design. Would the geodesic video of illustrating the end product of mathematical
be any less instructive if the figure eight surface were a understanding, as the plaster models are. They can be part
different color? If the colors in Möbius Transformations of the process of doing mathematics.” Similarly, Jeffrey
Revealed were arranged differently, would student learning Weeks, creator of Curved Spaces, wrote “It began with a
be diminished? While these questions may seem silly, they desire to show people the images that mathematicians
5
ROGNESS
already had in their heads. But then... I found that the more effective we can be in the classroom. Many of the
interactive visualizations not only allowed me to most basic questions are too deep to answer in the near
communicate mental images I already had, but actually future; it will be many years, for example, before cognitive
gave me new mental images, in effect deeper psychologists fully understand the process of how the
understandings of things I had thought I had already viewing of a visual image or animation produces learning.
understood.” (Weeks, personal communication, 2011) However, there are many questions which could be
These mathematicians are just two of many whose addressed by current researchers. (Whiteley, 2004)
research has been heavily influenced by computer suggests a number of research questions, including:
graphics. Hence the use of visualizations in mathematics 1. Which visuals are used by experts when solving
classrooms does not just help students understand mathematical problems? How are they used?
concepts; their use provides important training for students 2. How do the visual practices of experts compare with
to do mathematics in the classroom and beyond. the visual representations and processes supported
Walter Whiteley, a mathematician at York University, by our teaching materials and pedagogies?
makes the further point that using visualization can help 3. How does a teacher recognize the mis-seeing and
develop visual reasoning skills, an area often overlooked in misinterpretation [of mathematical concepts] and
our curriculum. When students struggle with algebra skills, support change?
it is generally expected that they can improve with practice 4. If a person does not use visual reasoning, is some
and good teaching. Yet students who say they cannot think portion of that skill set lost? At what ages?
visually are often told not to worry; some people just are 5. What proportion of our students would engage
not “wired” to think that way. Whiteley has stated a mathematics more effectively and more
number of claims related to the importance of visualization enthusiastically through visual processes?
in both mathematics and mathematics education, including This author further suggests the following questions as
the following; for full details and citations related to his possible avenues of research.
claims, see (Whiteley, 2004): 1. When should a visualization be used in the
• Visuals are widely used, in diverse ways, by classroom? In some cases this may be a simple
practicing mathematicians. pedagogical choice, but with some concepts this
• Visual reasoning in solving problems is central to may be critically important. Showing students a
numerous other fields: engineering, computer visualization at the beginning of a lesson may help
science, chemistry, biology, applied statistics. engage students and motivate the rest of the lesson.
• We create what we see. Visual reasoning or “seeing In other cases it may intimidate and confuse
to think” is learned. It can also be taught and it is students, and they will tune out before learning the
important to teach it. theoretical concept behind the image.
• Children begin school with relevant visual abilities, 2. Many geology departments around the country have
including 3D. In North America, this declines used a so-called GeoWall system to display images
through school. in three dimensions, similar to the systems used to
• Visually based pedagogy opens mathematics to show three-dimensional Hollywood movies in
students who are otherwise excluded, such as those multiplex theaters. Would the use of this system in
with special needs or learning styles. multivariable calculus and other courses improve
As educators this leaves us in an uncomfortable student learning of concepts in three dimensions?
position. Visualization in the mathematics classroom is Answering one of these questions, or any of the others
important for a variety of reasons: initial engagement of which may have occurred to readers, would provide useful
students’ interest; improving student understanding of a information for educations. The creation of visualizations
concept, particularly for visual learners; development of will always remain an inexact science, but given their
visual reasoning skills; and as an important tool for importance in mathematics, we have a duty to learn as
mathematical exploration and research. At the same time, much about their use as possible.
we are unable to identify precisely what makes any
particular visualization effective or not. Where do we go Practical Advice for
from here? Creating and Using Visualizations.
Future Directions Some people have the patience and skills to write
computer programs from scratch to display the precise
Clearly there is no shortage of open questions for visual images they desire; Curved Spaces, for example, is
research related to visualization in mathematics education. written in C++ using OpenGL routines. Computer
While we may never find definitive answers, the more data programming is not for the uninitiated, however.
we have about how students learn from visual stimuli, the Fortunately there exist many higher level tools to create
6
MATHEMATICAL VISUALIZATION