 WHY
THIS TEXTBOOK IS WRITTEN THE WAY IT IS
...because when you are a Bear of Very Little Brain, and Think of Things, you find
sometimes that a Thing which seemed very Thingish inside you is quite different
when it gets out into the open and has other people looking at it.
A.A. Milne, The House At Pooh Corner.
Writing a book is a personal business, even if you are retelling the
stories told by many other people many times: you are retelling them in your
way. So it seems natural to write an introduction that explains my motives for
writing and the ideas to which I have adhered in the process of doing so. And
since nothing is more irritating than hearing or reading a poor interpretation
of your favorite story, I cannot refrain from explaining how others misinterpret
the story and why you should listen to my telling of it. As a result, this
introduction consists of the following sections:
Section 1, WHY
WRITE ANOTHER TEXT?, explains the necessity to write a decent introductory
text on Euclidean Geometry and discusses, based on two popular textbooks,
typical flaws that make many (if not all) modern texts unsuitable and even
harmful for studying the subject.
It contains
three subsections:
1a. How they teach geometry in schools
nowadays and a brief discussion of a typical modern textbook.
1b. A critical review of another modern
text, probably the most popular one.
1c. Good old (really old!) textbooks.
Section 2, HOW IS
THIS TEXTBOOK WRITTEN?, contains a detailed discussion of the principles to
which I adhered when writing the text, and brief summaries of each chapter.
Section 3,
LITERATURE, lists the books and papers mentioned in this review.
These resources are worth reading, except, of course, for the two modern
textbooks criticized in section 1.
It has been impossible to avoid some mathematical details in the
sections 1 and 2. Skip them at your pleasure and read only the understandable
parts of the essay. (Don’t do so however when/if reading the textbook itself:
the mathematical details turn out to be important!).
WHY
WRITE ANOTHER TEXT?
…But the more
Tigger put his nose into this and his paw into that, the more things he found
which Tiggers didn’t like.
A.A.
Milne, The House At Pooh Corner.
This section contains some discourse concerning the current situation
of geometry instruction in the USA and Canada and the suitability,
or rather the unsuitability of modern textbooks. Two very popular
textbooks will be discussed. There is also a very brief discussion
of “good old” textbooks, which in general are reasonably appropriate
resources for teaching the subject.
The section turned out to be fairly long, therefore the reader has an option of
just reading the epigraphs (they will give you the gist of the contents) and
moving to section 2, which discusses the current textbook.
1a. How they teach geometry in schools nowadays and a brief discussion of
a typical modern textbook.
On Tuesday, when it
hails and snows,
The feeling on me grows and grows
That hardly anybody knows
If those are these and these are those.
A.A. Milne, Winnie-the-Pooh.
Some basic results of geometry are mentioned in the majority of modern
North American high school textbooks. These results are usually presented as
“facts of life”, without proofs or without clear presentations of geometrical
and logical underlying principles. It is not only that such texts do not improve
students’ understanding of mathematics and their ability to think and discourse
on various subjects, which have always been important “by-products” of studying
geometry. They also do not promote the knowledge of actual material: the easily
acquired (without derivation or substantiation) “facts of life” are mostly
forgotten immediately after or even before the diploma exams.
Our typical junior undergraduates would only vaguely remember something
about the proportionality in similar triangles and the formula for the
circumference, which they usually confuse with the one for the area of a circle.
Moreover, the majority believes that
is a rational number equal to
, not to mention that they do not even understand why they
should care whether it is rational or “…what did you call it?”. It has become a
common situation that in a class of 70 undergraduate students hardly anyone
knows what a median of a triangle is: “– A median? – Isn’t it something from
statistics?”
The only way to remedy this situation is to teach Euclidean geometry as a
separate subject in secondary schools as it had been done until recently for
almost 2000 years with comparatively short pauses due to outbreaks of plague,
obscurantism, educational reforms, and other natural or not so natural
disasters. In the recent times, the periods of obscurantism have been so closely
related to educational reforms that it would be hard to tell which of them have
followed the others. Both would usually run under slogans that deify the use of
technology and the immediate practical usefulness of any knowledge.
Of course, classical subjects, including Euclidean geometry,
were the first to fall victim to these fads.
As a result, it is extremely hard, if not impossible,
to find a decent textbook on the subject issued in English in the last
approximately 70 years. There are a few good old texts issued almost a century
ago, and those will be discussed later on. Those few modern textbooks
that claim to be rigorous and axiom-based are usually written in an unsystematic
and even illogical manner.
A typical example is the textbook “Geometry: tools for a changing
world” by Laurie E. Bass, Basia Rinesmith Hall, Art Johnson, and Dorothy
F. Wood, with contributing author Simone W. Bess, published by Prentice-Hall,
1998. A detailed reference on this text written by Professor D. Joyce (Clarke
University) can be found on line at
http://aleph0.clarku.edu/~djoyce/java/elements/geotfacw.html. It is worth
reading (the reference, - not the book), and it is really impossible to refrain
from quoting at least a few small excerpts, which discuss the typical faults of
almost every modern textbook for secondary schools.
(The beginning) “This textbook is on the list
of accepted books for the states of Texas and New Hampshire. It's a glitzy book
filled with pictures to keep the attention of the students. That's fine. It's
the content that bothers me, in particular, the lack of logical content.
Chapter 1 introduces postulates on page 14 as accepted
statements of facts. The four postulates stated there involve points, lines, and
planes. Unfortunately, the first two are redundant. Postulate 1-1 says 'through
any two points there is exactly one line,' and postulate 1-2 says 'if two lines
intersect, then they intersect in exactly one point.' The second one should not
be a postulate, but a theorem, since it easily follows from the first. And what
better time to introduce logic than at the beginning of the course?! No
statement should be taken as a postulate when it can be proved, especially when
it can be easily proved.
A number of definitions are also given in the first chapter.
Later postulates deal with distance on a line, lengths of line segments, and
angles.
The book does not properly treat constructions. Constructions
can be either postulates or theorems, depending on whether they are assumed or
proved. For instance, postulate 1-1 above is actually a construction. On pages
40 through 42 four constructions are given: 1) to cut a line segment equal to a
given line segment, 2) to construct an angle equal to a given angle, 3) to
construct a perpendicular bisector of a line segment, and 4) to bisect an angle.
Later in the book, these constructions are used to prove theorems, yet they are
not proved here, nor are they proved later in the book. There is no indication
whether they are to be taken as postulates (they should not, since they can be
proved), or as theorems. At the very least, it should be stated that they are
theorems which will be proved later. “
“Chapter 8 finally begins the basic theory
of triangles at page 406, almost two-thirds of the way through the book. This
chapter suffers from one of the same problems as the last, namely, too many
postulates. The three congruence theorems for triangles, SSS, SAS, and ASA, are
all taken as postulates. One is enough. The other two should be
theorems.”
“Final conclusion. Much more emphasis should be placed
on the logical structure of geometry. Postulates should be carefully selected,
and clearly distinguished from theorems. Every theorem should be proved, or left
as an exercise, or noted as having a proof beyond the scope of the course. Very
few theorems or none at all, should be stated with proofs forthcoming in future
chapters.
It should be
emphasized that "work togethers" are not a substitute for proofs. They can lead
to an understanding of the statement of the theorem, but few of them lead to
proofs of the theorem. It must be emphasized that examples do not justify a
theorem.”
(The end of
quotations from the reference).
Back to the Top
1b. A critical review of
another modern text, probably the most popular one.
…then this isn’t an Expo – whatever it is
– at all, it’s simply a Confused Noise. That’s what I say.”
A.A. Milne, Winnie-the-Pooh.
Another very popular text, “Geometry” by Harold Jacobs,
published by W.H. Freeman and Company, 1987 (second edition) cannot be called a
better book although at first glance it appears to be the lesser of two evils.
The discussion
claims to be axiom-based; at least the author states which of the assertions are
postulates and which of them he suggests to be theorems. However the book
possesses a really amusing feature: some postulates are derived
from the others! Anyone who has ever heard of the axiomatic approach
would argue that a derived postulate is an oxymoron: it is common
knowledge that postulates (axioms) are statements assumed to be true. – Not in
this text.
In the lesson
“The Volume of a Prism”, Cavalieri’s Principle is introduced as a postulate (Postulate
14). After a short discourse based on this postulate, the author concludes
(quotation follows): “Hence, the volume of every prism can be found by the same
formula. We will now state this conclusion as a general postulate. Postulate
15: The volume of any prism is Bh, in which B is the area of one of its
bases and h is the length of its altitude.” The author truly believes and
teaches his students that postulates follow from one another!
The aforementioned perversion of the axiomatic
method, ridiculous as it sounds, is explicitly proclaimed in Chapter 15; yet a
reader can understand that something is wrong in this respect starting with the
very first chapters.
It is not clear why some of the assumed axioms are
not being used to prove theorems. The so-called ruler postulate, which
states the existence of lengths and of the coordinates of the points in a line,
is assumed to be one of the axioms. The introduction of this postulate in a
textbook on Euclidean geometry is already a blunder, and we shall discuss it
later. So far one cannot help asking: why has this axiom not been used for
proving, for example, the existence of the midpoint of a segment? Such a proof
would take no more than one line: the point whose coordinate is the arithmetic
mean of the coordinates of the endpoints of the segment is the midpoint: just
perform the subtraction and you will see. Instead, the existence and uniqueness
of a midpoint of a segment is postulated. Then, why would we not postulate all
the results? Why should we prove anything at all?!
Even though the ruler postulate is assumed as an
axiom, it is not used in all of the proofs in which it could be useful; also, it
is never used in constructions. –Why? Do we not introduce axioms in order to
obtain results? Or is there a special selection rule discriminating some axioms
in favour of others? – Then this rule itself must be postulated as well!
Even more mysteries are generated by the
introduction of another axiom that has never been used in traditional textbooks
on Euclidean geometry: the protractor postulate that states the existence
and properties of the angle measure. The postulate is analogous to the ruler
postulate for the coordinates on a line. Then, since the existence of the
midpoint of a segment has been postulated it seems fair to postulate the
existence of a bisector of an angle. Or maybe to state it as a theorem, which
would be a good idea since it can be proved?! – Not a word about the existence
of bisectors, although their existence is assumed somehow. Instead, the
definition of a bisector: “A ray bisects an angle iff it is between the sides
of the angle and divides it into two equal angles” is followed by a
so-called Theorem 4: “A ray that bisects an angle divides it into angles half
as large as the angle”. It looks like the author is telling us that if we
divide by two we are getting halves, not one thirds or anything else.
Now, a few words about the ruler and
protractor postulates, which nowadays are present in almost every geometry
text. They were originally introduced by G.D. Birkhoff in his paper “A Set of
Postulates for Plane Geometry (Based on Scale and Protractor)”, Annals of
Mathematics, 33, 1932, as part of the set of axioms for plane Euclidean
geometry. The set includes two more axioms: the incidence postulate (the
existence of exactly one line through a pair of points) and a similarity
postulate (side-angle-side criterion for similarity of triangles). The four
postulates describe the undefined notions of a point, line,
distance between two points, and angle formed by three ordered points.
Birkhoff’s system of postulates does describe the geometry of the Euclidean
plane and it can be used for solving geometric problems. Yet such a choice is
not suitable for a textbook on Euclidean geometry, especially for one that
introduces readers to the subject. An introductory text ought to have some
Euclidean spirit, which is implemented in the so-called synthetic approach
(geometry without numbers). The synthetic approach allows the reader to view the
subject with maximum generality, without dependence on a number system, and
emphasizes the geometric contents of the discipline, in contrast with an
approach based on arithmetic or calculus. Another important feature of a
synthetic approach is the opportunity or rather the necessity of introducing the
notion of continuity, one of the most important notions in mathematics.
It was the idea of continuity that made it possible to construct real numbers
and to define the notion of the length of a segment. If the existence of lengths
is being postulated, the students are missing the whole story including the
notion of a real number. Unfortunately, very few resources pay attention to this
important issue. For interested readers I would recommend the paper “Teaching
Geometry According to Euclid” by Robin Hartshorne in the Notices of the AMS
(American Mathematical Society), Volume 47, # 4, April 2000.
Let us come back to the H. Jacob’s book. It does
contain the ruler and protractor postulates, but the undefined notions and other
postulates are neither the same nor equivalent to the ones used by Birkhoff.
This is not even the sloppy set of SMSG (School Mathematics Study Group)
postulates, fairly criticized in Morris Kline’s bestseller “Why Johnny Cannot
Add: The Failure of the New Math”(Vintage Books, New York, 1974).
Rather, it is an “Irish soup” of various
approaches (Birkhoff, Euclid, Hilbert, - all in one pile, – the more the
merrier) complemented with a few superfluous postulates proposed apparently by
the author himself in spite of already having too many of them. As in the book
discussed above, “Geometry: Tools for a Changing World”, both SAS
(side-angle-side) and ASA (angle-side-angle) tests for the congruence of
triangles are assumed to be postulates. In the Euclidean approach both tests are
theorems; in the Hilbertian – one of them (SAS) is a postulate and the other is
proved; in Birkhoff’s system, assuming the ruler and protractor postulates, none
of the tests is required as a postulate.
In rigorous theories the set of axioms is required
to be independent: none of the axioms can follow from others. Then we do
know what the underlying statements of the theory are. If the set is overfilled,
as in the text discussed above, it is impossible to understand what the theory
is “made of”.
One could argue that a text for secondary schools
cannot be completely rigorous, and I would agree with that. Yet, a textbook
should not be based on a mixture of incompatible approaches as it happens with
the H. Jacobs’ book. The book reminds me of a children’s story (“Knights”
by V. Dragounsky). In this story, a boy, being in need of money in order to buy
a present for Mother’s Day, emptied two bottles of his father’s drinks, a sherry
and a beer, into a jar, arguing: “Wine and wine mixed together will still be
wine.”
The only possible reason for making such a
cocktail of axioms and redundant propositions is the intention to create the
appearance of high-level rigor. This pseudo-rigor does not help anything, - it
only generates incomprehensible definitions such as, for instance, the
definition of a ray (half-line) by means of betweenness, which does not
contain explicitly the notion of the vertex or origin (later
called the endpoint) of the ray. In the definition and the subsequent
discussion of the notion of an angle not a word is said about its
interior, not to mention the fact that angles are introduced after polygons
although the latter are actually made of angles and owe them their name (in
Greek: poly = many; gonio = angle) . Some axioms of betweenness are introduced
(this could be easily avoided in an introductory course, - they have never been
substantially used anyway) whereas the others (e.g., Pasch’s axiom) are ignored.
The same can be said about some incidence axioms that were implicitly meant by
Euclid in his Elements and thus could be omitted without trouble (see the
aforementioned Kline’s book about the “new math” and level of rigor). Postulate
2 tells us: If there is a line, there are at least two points on the line.
The first part of the phrase instigates the reader to ask: What if there is no
line(s)? This formulation is a travesty of a postulate from the system proposed
by D. Hilbert: Every line contains at least two points. The next
postulate of incidence states that there exist three points not lying in one
line. Why has this one been ignored by the author? Moreover, the next axiom,
called Postulate 3: If there are three noncollinear points, then there is
exactly one plane that contains them, does seem to require the assurance
that three noncollinear points do exist! So, why is the axiom of their existence
not included?
The other numerous flaws of the book are minor
comparing to the aforementioned ones. Let us list just a few of them.
The notion of the locus, which is crucial
for Euclidean geometry, especially for constructions, is not present in the
book.
Even though the book features a chapter on
Non-Euclidean geometries, the author makes no effort to specify which results
would still be true if the parallel postulate had not been assumed. Lesson 7 in
the Chapter “Parallel Lines” is entitled “Two More Ways to Prove Triangles
Congruent” and presents the angle-angle-side (AAS) test for general triangles
and the hypotenuse-leg (HL) test for right ones. Thus readers may erroneously
think (actually they are encouraged to think so) that these tests follow from
the parallel postulate, and this false idea is supported by the proof given in
the book. As a matter of fact, these tests are true in a geometry that assumes
all Euclidean postulates except the parallel postulate (so-called neutral
geometry), thus they would be true, for instance, in hyperbolic geometry.
Limits were
introduced seemingly to explain the notion of circumference. “Because,” as the
author explains, “a mathematically precise definition of the word limit,
would be quite difficult to understand, an informal explanation is given
instead”. Unfortunately, the given “explanation” is also difficult if not
impossible to understand and contains a mistake for good measure (it is the
absolute value of the difference, not the difference, between the
terms of the sequence and the limit that “can be made as small as we wish”).
Even the corrected “explanation” would not help much since the illustrating
examples, consisting mostly of another set of “funny” pictures, do not possess
the necessary content. The problems of the section also do no explain the
mathematical contents of limits but only teach students to write the symbol
replacing the words limit when n tends to infinity. An excerpt follows.
“Write each of
the following statements in symbols.
Example:
The limit of the sequence whose nth term is
is 0.
Answer :
.
13. The limit of
the sequence whose nth term is is .
14. The limit of
the sequence whose nth term is is -1.” (end of quotation)
The learning of a
notion is replaced with a lesson on how to use the notation.
The uniqueness
property and the Weierstrass’ theorem, which is really crucial for defining the
circumference, are not even mentioned. As a result, the circumference is defined
as a limit whose existence is vaguely supported by a few numerical experiments.
The number (pi) is not defined explicitly as the universal ratio of the
circumference to the radius.
Limits are never
used anywhere else although they could help, for example, to provide beautiful
proofs for the formulae of the volumes of pyramids and other solids.
The problems are trivial and often irrelevant,
especially those that were supposed to show a “real-life connection”. The latter
is also apparently provided through an enormous number of pictures, cartoons,
and photographs, many of them ugly and repulsive (such as a photo of a telephone
booth packed with bodies illustrating the section “The Volume of a Prism) with
very little relevance to the topic, some of them with erroneous commentaries.
Lesson 7, “Spheres”, in the Chapter “Geometric Solids”, starts with a picture of
an old man with a huge ball of string. The commentary states: “The photograph
shows him [Mr. Roberts] standing with the result of his unusual hobby, a ball of
string three feet in diameter! How heavy would a ball of string this size be? To
answer this, it would be helpful to know how to find the volume of a sphere.
”(End of quotation). – It will not be helpful: the ball is obviously porous and
non-uniform, hence knowing the volume will not help even for a rough estimate of
the weight! Does that mean students should not learn about spheres and their
volumes?
Speaking of the pictures (each chapter starts with
one, approximately half a page in size), there is one which is particularly
puzzling (not to say – irritating): Lesson 5 “Straight Segments” begins with a
picture of Marilyn Monroe presented as a net of straight segments. What was the
point of placing this picture? Is there any learning value? It is not easy to
understand from it what the late actress looked like: this net of segments may
just as well be a picture of Marge Simpson, Euclid, your neighbour Willy, or
anyone at all. Does the message of the picture state that everything under the
sun can be made of straight segments, and that is why they should be studied? Or
is it intended to assert the triumph of science and technology by disfiguring
beauty?
O’Henry wrote (“Squaring
the Circle”, The Complete Works of O’Henry, vol.II): “Beauty is Nature in
perfection; circularity is its chief attribute. Behold the full moon, the
enchanting gold ball, the domes of splendid temples, the huckleberry pie,…On the
other hand, straight lines show that Nature has been deflected. Imagine Venus’s
girdle transformed into a ‘straight front!’” So, maybe it would be better not to
straighten out naturally occurring curves? There are already too many things to
be straightened out in this book: the difference between the axioms and
theorems, for instance! Maybe it would be better to leave the pictures
beautiful, the axioms believable and independent, the theorems proved, the
definitions defining, and the textbooks teaching something useful, – e.g.
geometry?
Back to the Top
1c. Good
old (really old!) textbooks.
“Rabbit,” said Pooh to himself. “I
like talking to Rabbit. He talks about sensible things. He doesn’t use long,
difficult words, like Owl”.
A.A. Milne, The House at Pooh Corner.
The category of “good old textbooks”
includes a few geometric texts written approximately a century ago. Usually
based on close-to-Euclidean sets of common notions and postulates and written in
somewhat simplified language (compared to the English translations of The
Elements), they are reasonable textbooks from which students could learn the
actual geometric material as well as the methods of proofs and the ways of
logic.
One of the best of such books is “A School
Geometry, Parts I-VI” by H.S. Hall and F.H. Stevens (Macmillan and Co.,
Limited, London, 1908). The text includes a discussion of both the plane and
solid geometries at the secondary school level.
There are a few flaws, which are, let us emphasize
this again, very minor comparing to the ones in the aforementioned modern texts.
The set of postulates contains superfluous
statements, such as, for example, the equality (congruence) of right angles, the
existence of the bisectors of angles and of the midpoints of segments. The
notion of equality (congruence) is not defined and not described as an undefined
term (in “The Elements”, it was mentioned among the common notions),
which may leave students puzzled about the validity of the proofs of fairly
obvious statements whereas less obvious ones are tacitly assumed.
Axioms of continuity have not been introduced and
thus the notion of the length of a segment has not been discussed even though
all kinds of measures, including irrational ones, are used throughout the book.
It is a great loss for a school text since the students are losing the only
opportunity to be introduced to the theory of real numbers. (The theory of real
numbers is never discussed in high school Algebra and Analysis courses, nor in
undergraduate Calculus; only a few higher level undergraduate courses include a
discussion of Dedekind’s cuts. Thus, students typically spend quite a few years
considering functions of real variable without having an idea of what is
a real number; it is not surprising then that they encounter great difficulties
when dealing with limits and continuity).
The results of neutral geometry are not singled
out, thus students cannot appreciate the role of the parallel postulate and the
idea of generating different geometries by changing some postulates. It is
however an important story, both historically and methodologically.
The notion of circumference does not receive any
consideration. It is only mentioned that the ratio of the circumference to the
radius is the same (approximately 3 and one seventh) for all circles.
Most of the exercises are technical and trivial,
and thus would not excite interest in the subject, especially among strong
students.
The discussion is very dry, sometimes lacking
explanations, such as, for instance, why the constructions should be performed
with a straightedge and a compass alone. The book loses the sense of creating
and uncovering things that is inherent in “The Elements”.
With all these disadvantages, the book by H.S.
Hall and H.S. Stevens, in contrast with the aforementioned modern texts, is a
decent book from which students can learn the basics of Euclidean geometry.
Back to the Top
HOW
IS THIS TEXTBOOK WRITTEN?
“Getting Tigger
down,” said Eeyore, “and Not hurting anybody. Keep those ideas in
your head, Piglet, and you’ll be all right.”
A.A. Milne,
The House At Pooh Corner.
When writing the text, I attempted my best to make it satisfy the following
conditions:
a) The text
discusses in consistent and sequential manner the basic principles and results
of Euclidean plane geometry; the approach is synthetic, in Euclidean spirit.
b) The
discussion is rigorous but not overly formal, so that the first eight chapters
could be understood by secondary school students.
c) A curious
young reader will appreciate the beauty of the subject and thus will enjoy
working on the course.
d) As a result
of using the textbook, a student will acquire valuable intellectual habits that
cannot be obtained otherwise than by studying Euclidean geometry.
The choice of the set of axioms constitutes the most important and difficult
part of writing a geometry text. One cannot base an introductory secondary
school level discussion of the subject on a set that is rigorous from a modern
point of view, such as, for instance, the Hilbert’s set of axioms, which is
deemed as the briefest one for a rigorous treatment of the subject: this set is
too abstract, and the principle of “Not hurting anybody” would be
violated. Some rigor should probably be sacrificed in favour of clarity.
There is an excellent discussion of the problem of excessive rigor in
introductory textbooks in the chapter “Rigor” of Morris Kline’s “Why Johnny
can’t add”. The author’s opinion has been supported by the ones of great
mathematicians such as Blaise Pascal and Henri Poincare. The latter wrote: “…if
the demonstration rests on premises which do not appear to him [student] more
evident than the conclusion, what would this unfortunate student think? He will
think that the science of mathematics is only arbitrary accumulation of useless
subtleties; either he will be disgusted with it or he will amuse himself with it
as a game and arrive at a state of mind analogous to that of the Greek
sophists.”
It is hard to disagree with this opinion when talking about some axioms from
Hilbert’s set. I think an introductory text can safely set aside some incidence
axioms, such as “There exist at least two points in every straight line”
and “There exist three points that do not lie in the same straight line”
(will any young student ever question this?!) and all the betweenness axioms.
Really, what would any person inexperienced in abstract mathematics think about
the postulate claiming that “If A, B, and C are points of a straight line and
B lies between A and C, then B lies also between C and A”?
Morris Kline wrote about these and some other axioms often included in modern
texts for beginners: “To ask students to recognize the need for these missing
axioms and theorems is to ask for a critical attitude and maturity of mind that
is entirely beyond young people. If the best mathematicians did not recognize
the need for these axioms and theorems for two thousand years how can we expect
young people to see the need for them?” This question concerns all axioms not
included in the original text of Euclid’s “The Elements”.
I
do concur with this opinion of Morris Kline, whom I hold in great esteem,
related to the aforementioned axioms of incidence and betweenness. Yet, based on
my personal experience as a student (first and foremost!) and later as an
instructor, I would argue about the inclusion of axioms of congruence and
continuity.
When I studied geometry in junior high school in Russia in the mid sixties, we
followed a great textbook “Geometria” by A.P. Kiselyov (Uchpedgiz,
Moscow, 1950, the eleventh edition). The textbook, written somewhere at the end
of the 19th century, used the set of the basic axioms equivalent to
the original Euclidean postulates. With that, the fifth postulate (Euclidean
parallel postulate) was introduced in the discussion after all the basic results
following from the first four postulates had been derived. As a result of such a
sequence of the presentation, even though the existence of non-Euclidean
geometries has not been discussed in the book, the readers could understand that
quite a few fundamental results, such as congruence of triangles, did not
require the parallel postulate in order to be obtained. The Archimedean
continuity axiom was added to the set right before the discussion of
proportionality of segments and similarity. Based on this axiom, the notions of
lengths and real numbers were introduced almost rigorously.
Such a discussion seems to be almost perfect. Yet I do remember experiencing a
sense of discontent when our teacher proved the first basic theorem: The
bisector of the vertical angle of an isosceles triangle is also a median and an
altitude, and the base angles of an isosceles triangle are equal. The
symmetry of an isosceles triangle seemed to be quite obvious, and still it was
being proved by means of superposition performed as a physical motion! The
comparison of figures by means of superposition had never been defined or
explained by means of postulates, and still we used it for a mathematical
proof?! I felt it was unfair, “not playing by the rules”, especially because the
rules had been proclaimed just before the proof: the teacher explained that we
are going to deal with ideal, i.e. non-physical, objects for which some
statements (axioms) are assumed, and then she operated with these ideal objects
as if they were made of cardboard! The cardboard-likeness had not been
postulated!
Later on, when reading the comments to The Elements in the English
translation by Sir Thomas Heath, I was quite happy to learn that neither Euclid
nor any of his followers really trusted the superposition principle. This
principle had been assumed as one of the axioms or common (not particularly
geometrical) notions: Common Notion 4: “The things that coincide with one
another are equal to one another”, and then used only twice, in the proofs
of congruence tests for triangles. It looks like Euclid shyed away from using
the superposition, since he never applied it in the theorems where it could
simplify the proof (for instance, in Proposition 1.5, which states the equality
of the base angles of an isosceles triangle).
Keeping all this in mind, I did postulate the existence of rigid motions (isometries)
that are needed for the basic congruence theorems. The motions have been defined
as segment-preserving transformations. The congruence (equality) of segments has
been introduced as an undefined notion described by two axioms, and the
congruence of figures has been defined through superposition by means of rigid
motions. This seems to be a natural and almost rigorous way; one can
easily remake it into a rigorous one by adding the axioms of addition of
segments (I use the Euclidean common notion the sums of equals are equal
instead) and the aforementioned “obvious” incidence and betweenness axioms,
which I think are not necessary in an introductory text.
The first chapter of the book introduces the undefined terms (point, line,
plane, congruence of segments), first definitions and first axioms. It also
includes a brief discussion of the importance of theoretical knowledge and of
the subject of Euclidean geometry as a geometry in which congruence is defined
through superposition by means of rigid motions. The existence of certain types
of motions has been explained at the intuitive level, by means of physical
motions, and then postulated.
Chapter 2 includes an elementary discussion of the basic rules of logic,
specifically applied to conditional statements as well as the general structure
of axiom-based fields of knowledge. Inductive and deductive reasoning are
discussed. The role of axioms and derivation of theorems in axiom-based theories
is being considered.
The notions of converse, inverse, and contrapositive statements are introduced
and the relations between them are discussed, both theoretically and based on
simple examples. Special attention has been paid to the proof by
contradiction (Reductio ad absurdum), both the substantiation and the use of
the method. Another important method of proof, The Principle of Math
Induction, is included in the problems section accompanying the chapter.
In Chapter 3, angles are defined and their basic properties discussed. The
generation of angles by the rotation of rays and the generalization of the
notion of angle for the case of non-convex interiors has been considered. The
existence of right angles and their congruence is proved.
Chapter 4 contains the most substantial results of the so-called neutral
geometry (Euclidean geometry without the Euclidean parallel postulate):
congruence of triangles, existence of the bisectors of angles and midpoints of
segments, properties of isosceles triangles, inequality in triangles, loci and
axial symmetry.
Chapter 5 discusses constructions. It explains why only a straightedge and a
compass are being used, and all the basic classical constructions of neutral
geometry are described and substantiated in detail. The general 4-step plan for
solving construction problems (analysis, construction, synthesis, and
investigation) is given and illustrated in the problems section.
Chapter 6 starts with the notion of parallel lines and a few more results of
neutral geometry: the proof of the existence of parallel lines and the tests for
parallelism based on the angles. Then the parallel postulate in Playfair’s
formulation is stated, and its equivalence to the 5th Euclidean
postulate is shown. The congruence/supplementarity of angles with parallel and
perpendicular sides has been proved. Applications to constructions are
considered.
Chapter 7 contains all the basic classical results of the Euclidean geometry of
parallelograms and trapezoids as well as related topics, such as central
symmetry and translations and their use in constructions. The discussion closely
follows that of the Kiselyov’s “Geometria”.
The basic results of the Euclidean geometry of circles (some of them
post-Euclidean, still treated as classical) is discussed in Chapter 8. With a
few minor deviations, the text is a translation of the section concerning
circles from the Kiselyov’s book. The chapter ends with the discussion of the
remarkable points of concurrency: incentre, circumcentre, centroid and
orthocentre of a triangle.
Chapter 9 starts with a rigorous discussion of the notion of the measurement of
a segment. The continuity is introduced through the Archimedes axiom and
Cantor’s principle of nested segments. These axioms are quite natural, and it is
easy to visualize them, in contrast with the Dedekind’s postulate, which does
not sound very intuitive and is not easy to comprehend for students without
experience in abstract mathematics (see the section Principle of Continuity
in the comments Other Axioms Introduced After Euclid’s Time of the
Heath’s translation of The Elements). Dedekind’s principle is often
employed in university level texts for introducing lengths in geometry and real
numbers in analysis. One can show the equivalence of this postulate to
Archimedes and Cantor’s axioms together, and therefore the latter two, which are
more intuitive, are in my opinion a better choice.
Irrational numbers are introduced as the measures of segments incommensurable
with the unit of length. The existence of incommensurable segments is proved
purely geometrically, and another example of such a proof is proposed as a
problem for students to solve. The ratio of segments is defined as the ratio of
their measures, and it is shown that it does not depend on the choice of the
unit length.
The similarity of triangles and then of arbitrary polygons is defined through
the proportionality of the sides and congruence of angles and the tests are
proved for general triangles, then for right triangles. Then, starting with a
problem of constructing a polygon similar to a given one, the notions of a
similarity transformation, centre of a homothety and magnification ratio have
been introduced. These are employed for giving a new definition of similarity
that is applicable for all (not necessarily rectilinear) figures and includes
the original definition as a particular case. The use of similarity
transformations in constructions is discussed.
Then follow all the classical results concerning proportional segments. These
concern the segments cut by parallel lines on their transversals, on parallel
lines by their transversals, the properties of the bisectors of interior and
exterior angles in a triangle, proportional segments in circles, and all the
metric relations in right triangles, including the Pythagorean theorem, which
follows from them. The same section also includes the converse of this famous
theorem and its generalizations for the cases of acute-angled and obtuse-angled
triangles; the latter are used in the following sections for deriving the cosine
theorem for solving triangles.
Trigonometric functions of acute angles are introduced and their properties
discussed. Then the cosine theorem is proved, the notion of sine is generalized
for obtuse angles, and the sine theorem proved.
The chapter ends with the discussion of applications of algebra for solving
geometric problems, in particular for performing constructions. A few examples,
including the golden ratio, the mean proportional, the fourth
proportional, and various expressions involving roots are considered.
Chapter 9, in contrast with the preceding chapters, does require some
rudimentary knowledge of algebra, including solutions of quadratic equations in
radicals.
Chapter 10 starts with a discussion of regular polygons, but the main focus of
the chapter is the notion of the circumference of a circle. This is an extremely
interesting and exciting topic, routinely ignored both in the secondary school
and the university level texts. At the same time the notion of circumference is
extremely important both from the theoretical and the practical points of view,
for instance for such a “minor thing” as defining trigonometric functions on the
unit circle.
The circumference is introduced based on Cantor’s principle (we knew we would
need it again!), and thus does not require the notion of the limit of a
sequence. Still, an optional approach, by means of limits is considered, with
the limits and their basic properties introduced beforehand. The chapter ends
with the introduction of the radian measure of angles.
Chapter 11 deals with areas. A square with a unit side is assigned the unit
area; the areas of all the other figures are defined by the principles of the
equivalence of congruence figures and equivalence by finite decomposition. The
existence of the area of any rectangle (with rational or irrational lengths of
its sides) is proved. Various formulae for determining the areas of
parallelograms, triangles, trapezoids, and regular polygons are derived.
The Pythagorean Theorem is revisited, in terms of areas; two different proofs
are proposed. The theorem claiming that the ratio of areas of similar figures is
the square of their similarity ratio is proved. The derivation of the formula
for the area of a circle concludes the chapter.
There is no cartoons and glitzy pictures in this book: I believe that the
subject itself is so beautiful that it does not require any embellishments
either in direct or ironical sense of this word. Epigraphs are a different
matter. It is an old and noble tradition to start a chapter of a book with a
suitable epigraph, which sheds some light on the following contents and thus
helps the reader. Since the textbook is written for the children who think that
they are almost adults, I found it appropriate to turn their attention to the
book which many of them think they have overgrown, but they have not. Thus all
the epigraphs have been borrowed from “The Complete Tales of Winnie-the-Pooh”,
which is really a book of wisdom for all ages. Some solutions of the problems
are also preceded by epigraphs that illustrate the main idea of the solution or
give a helpful hint. These are excerpts from various classical books for
children and youth.
Every section of each chapter is supplied with a set of problems. Also, each
chapter is concluded with a large set of Review problems; the latter are
usually the core problems of the course whereas many of the problems concluding
sections are simple technical exercises. There are over 1200 problems
altogether. Some of them are quite challenging; the most difficult ones are
usually marked with an asterisk and supplied with hints in the first part of the
Answers, Hints, Solutions section and with a solution (or solutions) in
the second part of the section. Also, the problems that demonstrate new methods
(e.g., the use of symmetry in constructions) are provided with detailed
solutions.
The students who use the book should solve problems, - it is absolutely
essential. A person who solves a difficult problem experiences a sense of
triumph that is unlike anything else. Solving problems and describing their
solutions may be difficult in the beginning, but it must become a more customary
activity for those who study the methods of proofs and constructions presented
in the text. Also, in the course of their studies students will learn how to
substantiate their ideas and express them in writing.
Geometry is a difficult but a very rewarding subject. I cannot imagine any other
discipline that can arouse a comparable feeling of beauty and harmony. Many of
the greatest minds in the history of the humankind considered studying geometry
to be the commencement of their intellectual lives. Albert Einstein could never
forget the tremendous impression produced on him by his first geometry textbook.
Bertrand Russell, an eminent philosopher of mathematics wrote in his
autobiography: “At the age of eleven, I began Euclid… This was one of the
greatest events of my life, as dazzling as first love. I had not imagined there
was anything so delicious in the world.”
Let us hope that modern students will not be deprived from such an experience.
Back to the Top
LITERATURE: BOOKS AND PAPERS MENTIONED IN THIS REVIEW.
“Owl looked at the
notice again. To one of his education the reading of it was easy.”
A.A. Milne, The
House At Pooh Corner.
- The
thirteen books of Euclid’s Elements translated with introduction and
commentary by Sir Thomas Heath, 2nd edition, 3 volumes,
republication by Dover, 1956.
-
Geometry: tools for a changing world by Laurie E. Bass, Basia Rinesmith
Hall, Art Johnson, and Dorothy F. Wood, with contributing author Simone W.
Bess, published by Prentice-Hall, 1998. A detailed reference on this text
written by Professor D. Joyce (Clarke University) can be found on line at
http://aleph0.clarku.edu/~djoyce/java/elements/geotfacw.html.
-
Geometry by Harold Jacobs, published by W.H. Freeman and Company, 1987
(second edition).
- G.D.
Birkhoff, “A Set of Postulates for Plane Geometry (Based on Scale and
Protractor)”, Annals of Mathematics, 33, 1932.
- The
Foundations of Geometry by David Hilbert; authorized translation by E.J.
Townsend, The Open Court Publishing Company, Le Salle, Illinois, 1950.
-
Teaching Geometry According to Euclid by Robin Hartshorne in the Notices
of the AMS (American Mathematical Society), Volume 47, # 4, April 2000.
This paper can be
found on line at
http://www.ams.org/notices/200004/fea-hartshorne.pdf
- Why
Johnny Cannot Add: The Failure of the New Math, by Morris Kline,
Vintage Books, New York, 1974.
-
Twenty years under a bed and other stories about Deniska by Victor
Dragounsky (in Russian), Rosman, Moscow, 1999.
-
Squaring the Circle, in The Complete Works of O’Henry, vol.II, Doubleday
& Company, Inc. Garden City, NY.
- A
School Geometry, Parts I-VI by H.S. Hall and F.H. Stevens (Macmillan and
Co., Limited, London, 1908).
-
Geometria by A.P. Kiselyov (in Russian), Uchpedgiz, Moscow, 1950, (the
eleventh edition).
- The
Complete Tales of Winnie-the-Pooh by A.A. Milne with decorations by Ernest H.
Shepard, Dutton Children’s Books, New York, 1994.
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