Professional Documents
Culture Documents
Education!
PAULUS GERDES
Department of Mathematics, Universidade Pedagogica, Maputo, Mozambique
ABSTRACT
This chapter analyses the emergence of ethnomathematics as a field of research. It starts with the work of some isolated forerunners like Wilder and
Raum, and moves to D' Ambrosio's ethnomathematical research program,
and the simultaneous gestation of other concepts, like indigenous, socio-, informal, spontaneous, oral, hidden, implicit, and people's mathematics. It
compares various conceptualisations and paradigms of ethnomathematics.
The influence of Freire's ideas on a series of scholars working in the field of
ethnomathematics is stressed. The second part of the chapter presents an
overview of ethnomathematical literature, continent by continent. The third
and final part discusses some of the basic assumptions associated with the use
of ideas from ethnomathematics in education. Some complementary and partially overlapping trends in educational experimentation are considered from
an ethnomathematical perspective.
1.
This chapter analyses the emergence of ethnomathematics as a field of research, and then presents an overview of ethnomathematicalliterature continent by continent. It concludes with some illustrations of educational
experimentation and research within an ethnomathematical perspective.
1.1
Wilder pointed out that there are some 'borderline' practices and concepts
which are difficult to place either in mathematics or outside mathematics.
Later Wilder elaborated his ideas in two books, Evolution of Mathematical
Concepts (1968) and Mathematics as a Cultural system (1981).
White started his study by asking the question 'Do mathematical truths reside in the external world, there to be discovered by man, or are they manmade inventions?' (White, 1947/1956, p.2349). In seeking an answer, he asserted that 'mathematics in its entirety, its 'truths' and its 'realities', is part of
human culture' (p.235l), and concluded with the statement that mathematical
truths 'are discovered but they are also man-made'. He went on to assert that
although mathematical truths are 'the product of the mind of the human species', they 'are encountered or discovered by each individual in the mathematical culture in which he grows up' (p.2357). For White, mathematics did
not originate with Euclid and Pythagoras - or even in ancient Egypt or Mesopotamia - but is 'a development of thought that had its beginning with the
origin of man and culture a million years or so ago' (p.236l).
910
Wilder and White did not seem to be aware of the studies by the German
mathematician, ethnologist and pedagogue, Fettweis (1881-1967i on early
mathematical thinking and culture, or of the reflections of the French psychologist Luquet on the cultural origin of mathematical notions (Luquet,
1929). Likewise, Raum's (1938) book, Arithmetic in Africa, was not known
among the mathematicians and anthropologists of his time. It contained the
substance of a course given in the Colonial Department of the University of
London Institute of Education. The foreword stated that education 'cannot be
truly effective unless it is intelligently based on indigenous culture and living
interests' (Raum, 1938, p.4). One of the principles of good teaching 'lays
down the importance of understanding the cultural background of the pupil
and relating the teaching in school to it' (Raum, 1938, p.5).
Other mathematicians, anthropologists and educators were slow to take up
these early reflections of Wilder, White, Fettweis, Luquet and Raum. The
prevailing idea in the first half of the century was that of mathematics as universal, basically aprioristic form of knowledge. A reductionist tendency tended to dominate mathematics education, with culture-free models of cognition
in the ascendency. 3
1.2
913
914
The concepts associated with these terms were provisional. They arose in the
context of indigenous 'Third World' thinking and later found their expressions in other countries. 9
The various aspects illuminated by the aforementioned provisional concepts have been gradually united under the more general 'common denominator' of D' Ambrosio's ethnomathematics. The process of unification was
accelerated by the creation, in 1985, of the International Study Group on Ethnomathematics [ISGEm].lO
2.
In the previous section, the concept of ethnomathematics was linked with the
mathematics of certain (sub)cultures. In that sense, so-called 'academic mathematics' is also a concrete example of ethnomathematics. If all ethnomathematics is mathematics, then why call it ethnomathematics? Why not simply
refer to the mathematics ofthis and that (sub)culture?
One answer is to allow the special term 'ethnomathematics' to be defined
at another level, as a research field in its own right, a field that reflects an acceptance and a consciousness of the existence of many forms of mathematics,
each particular in its own way to a certain (sub)culture.
As a research field, ethnomathematics may be defined as the cultural anthropology of mathematics and mathematical education. Even more generally, the concept of 'ethnoscience' might be developed. D'Ambrosio (1977)
described this concept as 'the study of scientific and, by extension, technological phenomena in direct relation to their social, economic and cultural
background' (p.74). In this sense, ethnoscience includes 'the study of mathematical ideas of non-literate peoples', which was Ascher and Ascher's (1986)
definition of ethnomathematics.
Among ethnographers and anthropologists the concept of 'ethnoscience'
has been used since the end of the nineteenth century. Their use of the concept
seems to have been more restricted and has carried different ideological connotations from the concept with the same name which is now used by mathematicians and others interested in ethnomathematics.
In Panoffand Perrin's (1973) dictionary of ethnological terms, two definitions of the concept of ethnoscience were presented. According to the first,
ethnoscience was a branch of ethnology which dedicated itself 'to the comparison between the positive knowledge of exotic societies and the knowledge that has been formalized in the established disciplines of western
science' (p.68). This definition raises immediately some questions, like:
'What is positive knowledge?', 'In what sense is a society exotic?, 'Does
there exist a western science?' According to the second definition, ethnoscience could be regarded as 'each application of one of the western scientific
915
2.1
Ethnomathematical Movement
3.
A series of scholars working in the field of ethnomathematics (see, for example, Frankenstein, 1981, 1983, 1989; Mellin-Olsen, 1986; Borba, 1987a; Ferreira, 1992; Frankenstein and Powell, 1994) have paid tribute to the writings
and work of the Brazilian pedagogue Paulo Freire. His ideas, in particular,
those enunciated in his books Pedagogy 0/ the Oppressed (1970) and Education/or Critical Consciousness (1973) have had a profound influence on ethnomathematicians. In Mellin-Olsen's (1986) words: 'If knowledge is related to
culture by the processes which constitute knowledge - as Freire expresses it
- this must have some implication for how we treat knowledge in the didactic
processes of (mathematical) education' (p.103). Freire included the paper
'Ethnomathematics: the mathematics of a 'favela' (slum) in a pedagogical
918
4.1
Americas
919
(see also, Pinxten, 1989; 1994). Moore (1986) analysed the use of string figures for 'Native American mathematics education' (cf., Moore, 1987; 1994),
and Marschall (1987) elaborated an 'atlas' of American Indian geometry.
Ferreira (1988, 1989) and his students at Campinas State University in
Brazil have analysed mathematics and mathematics teaching among Indian
communities in Brazil (for example, Paula and Paula (1986) reported on the
use of string figures by Tapirape Indians).
A series of important studies have been carried out and reported by D' Ambrosio's students. Borba (1987) analysed the mathematics in the daily life of
the population of a slum in Campinas; Nobre (1989a, b) studied the mathematics of the popular animal lottery and wrote a masters thesis entitled Social
and Cultural Aspects of Mathematics Curriculum Development (1989a);
Buriasco (1989) completed a masters thesis on Mathematics Outside and Inside School: From Blockage to Transition; Knijnik's (1995) doctoral thesis
was on the mathematics used by landless peasants in the southern Brazilian
state Rio Grande do SuI in their struggle to live (cf, Knijnik, 1993); Leite presented a M.Ed. thesis Playing is Serious: Studies about Playing, Learning,
and Mathematics, based on extended ethnographic research involving children aged between 5 and 8 years old. She analysed mathematical elements in
spontaneous children's play. Bello submitted a dissertation 'Indigenous
Mathematical Education - An Ethnomathematical Study of the Guarini-Kaiova Indians in the State ofSouthern Mato Grosso' (cf., D' Ambrosio, 1995a).
In Pernambuco (north-eastern Brazil), important research on the borderline between ethnomathematics and cognitive psychology has been done by
T. Carraher (Nunes), D. Carraher, and A. Schliemann. Schliemann (1984),
for example, analysed the mathematics used by apprentice carpenters; T. Carraher (1988) compared street mathematics and school mathematics; and Carraher, Carraher, and Schliemann (1987) analysed the differences between
written and oral mathematics; Saxe (1988) reported on candy selling and
math learning. The first edition of the Brazilian journal A Educar;fio
Matematica, published in 1993, was dedicated to ethnomathematics. It contained contributions from D' Ambrosio, Ferreira, Meira, Knijnik, and Borba.
In Colombia, Albis (1988) analysed some aspects of ritual geometry
among Indian populations. Cossio and Jerez (1986) published a study on
mathematics in the Quichua (Ecuador) and Spanish language. Cauty and his
collaborators analysed possibilities of mathematics education in the context
of what they call the ethnoeducation of the indigenous populations of Colombia (cf., Cauty 1995a,b). Gerdes (1989b) conducted a study into the arithmetic and geometrical decoration of Indian baskets from Brazil. In March 1996,
the Goeldi Museum (in Belem, Brazil) organised a conference on the teaching of mathematics and science in Amazonian languages.
Among the early workers in the field of ethnomathematics in the United
States of America were Ginsburg and his students, Petitto and Posner. In 1978
his students concluded their PhD theses on mathematical knowledge em-
920
922
4.3
Europe
there is surely more chance of them developing the positive and confident attitudes that employers say they want' (p.282) (cf., Evans, 1989; Smart and
Isaacson, 1989).
Interest in multicultural issues in mathematics education is growing in
France. In 1992 a French edition ofthe Newsletter of the International Study
Group on Ethnomathematics was launched by the Institute for Research in
Mathematics Education. At the 1993 European Summer University on History and Epistemology in Mathematics Education, D' Ambrosio was invited for
the plenary lecture (D'Ambrosio, 1995b), and Cauty (1995b), Doumbia
(1995), and Soto (1995) presented papers on 'Mathematics and Ethno-education in Colombia', 'Games and Mathematics Education in Cote d'Ivoire', and
'Mathematics Education Among Chilean Peasants', respectively.
Damerow (1992) emphasised the need for German educators to reflect on
ethnomathematical issues. Shan and Bailey (1991) and Nelson, Joseph and
Williams (1993) argued that if British educators genuinely desire to establish
education programs which will work towards the establishment of a more just
and equal society in the British context, then there is a need to develop more
balanced multicultural emphases in mathematics education programs. Skovsmose (1994) argued that ethnomathematical studies can make an important
contribution to the development and realisation of a 'critical mathematics education' agenda. Contreras presented a Ph.D dissertation at the University of
Granada, in Spain, on 'Ethnomathematics in the Artisanal Work in Andalusia: Its Integration in a Model for Pre-service Teacher Education and in Innovation of School Mathematics Curricula' (cf., D'Ambrosio, 1995a).
4.4
Africa 16
The present chair of the African Mathematical Union Commission on Mathematics Education, M. El Tom from Sudan, sees ethnomathematical education research and experimentation as a necessary activity in a context in
which most African countries attempt to imitate major curriculum reforms in
the West (El Tom, 1995).
As mentioned earlier in this chapter, where reference was made to Raum's
(1938) Arithmetic inA/rica, Gay and Cole's (1967) The New Mathematics in
an Old Culture, and Zaslavsky' s (1973) A/rica Counts, there is a rich tradition
of ethnomathematical investigation in Africa.
Lea (1987; 1989a,b; 1990) and her students at the University of Botswana
have collected information from the San hunters in Botswana. Her papers describe counting, measurement, time reckoning, classification, tracking and
some mathematical ideas in San technology and craft. Educational suggestions arising from this research can be found in Stott and Lea (1993). Garegae-Garekwe has concluded a study on 'Cultural games and mathematics
teaching in Botswana'.
924
Numerous research investigations into spoken and written numeration systems in Africa have being carried out over the past two decades (see, for example: in Nigeria, Ale (1989); in Botswana, Lea (1987, 1989a,b, 1990); in
Cote d'Ivoire, Tro (1980) and Zepp (1983); in Senegal (Kane, 1987); in Central Africa (Mubumbila, 1988); and in Mozambique (e.g. Gerdes, 1993)).
Ascher (1990) analysed mathematical-logical aspects of story puzzles
from Algeria, Cape Verde Islands, Ethiopia, Liberia, Tanzania and Zambia.
Kubik (1990) recorded 'arithmetical puzzles' from the Valuchazi (eastern
Angola and northwestern Zambia). Doumbia (1993, 1994) conducted teaching experiments in Cote d'Ivoire in the context of traditional verbal and cowry games (cf., Doumbia and Pil, 1992). Ondo (1990) published a study on two
'calculation games' -the 'Mancala' games-and Owani (Congo) and Songa
(Cameroon, Gabon, Equatorial Guinea) (cf., Deledicq and Popova, 1977)
have also carried out ethnomathematical investigations. The Faculty of Education at the Ahmadu-Bello-University (Zaria, Nigeria) has been active in
carrying out ethnomathematical investigations. Shirley (1988), for example,
has studied the mathematics used by unschooled children and adults in daily
life, and has considered the possibility of embedding this knowledge in mathematics education programs.
At the regional conference on 'Mathematics, Philosophy, and Education'
held in Yamoussoukro, Cote d'Ivoire, in January 1993, Doumbia (Cote
d'Ivoire) and Gerdes (Mozambique) jointly conducted a workshop on the didactic uses of traditional African games, drawings and craft work. The Association for Mathematics Education in South Africa (AMESA) included, as
part of its first national congress in 1994, a round-table discussion on ethnomathematics and education. In the same year AMESA formed a study group,
coordinated by D. Mosimege, on ethnomathematics. Mosimege himself is researching the educational use of string figures and other traditional games
from the north of South Africa. Millroy (1992), conducted an ethnographic
study into the mathematical ideas which are embedded in everyday woodworking activities of a group of carpenters in Cape Town.
In Mozambique ethnomathematical research started in the late 1970's. As
most 'mathematical' traditions which survived colonisation and most 'mathematical' activities in the daily life of the Mozambican people are not explicitly mathematical, in the sense that the mathematics is partially 'hidden', the
first aim of this research was to 'uncover' the 'hidden' mathematics. The first
results of this 'uncovering' are included in the book On the Awakening ofGeometrical Thinking (Gerdes, 1985b,c). The main thesis was slightly extended
in Ethnogeometry: Cultural-anthropological Contributions to the Genesis
and Didactics of Geometry (Gerdes, 1991a). In the book African Pythagoras:
A Study in Culture and Mathematics Education, Gerdes (1992a, 1994b; cf.,
1988b) showed how diverse African ornaments and artefacts can be used to
create a rich context for the discovery and the demonstration of the so-called
Pythagorean Theorem and of related ideas and propositions. Gerdes included
925
It seems that thus far most ethnomathematical research has been directed to-
926
Whatever the principal focus and methodology used, the research findings
stimulate the reflection on the history of mathematics and science in general.
As D'Ambrosio (1995a) stated: 'We can hardly fit knowledge recognized in
a variety of cultural environments into the current academic classification of
knowledge which comes from the civilisations around the Mediterranean.
With the increasing attention to - and respectful attitude towards - different
cultures, broader epistemologies are needed (PA). This need has found expression in the organisation of international symposia such as 'Ethnomathematics, Ethnoscience, and the Recovery of World History of Science' and
'Ethnoscience and Ethnomathematics: The History of the Evolution of
Modes of Thought in the Last Five Hundred Years', which were the respective themes at the 19th International Congress of History of Science (held in
Zaragoza in 1993) and the 20th Congress (to be held in Liege in 1997) (cf.,
D'Ambrosio and Gerdes, 1994). At the 1996 Oberwolfach History of Mathematics Meeting on the theme 'Significant Changes in our Picture of Mathematics' Past', special attention was paid to ethnomathematical research. 18
Ethnomathematical-educational research, including the study of possible
educational implications of ethnomathematical research, is still in its infancy.
Bishop (1994) has argued that in order to experiment, a basic and radical assumption needs to be recognised: specifically, 'all formal mathematics education is a process of cultural interaction, and that every child (and teacher)
experiences some degree of cultural conflict in that process' (p.16). Established theoretical constructs of mathematics education are not based on this
assumption. For example, it has never been made clear what teachers and students should do in mathematics educational task situations where there is obviously cultural dissonance between out-of-school and in-school cultural
norms.
Ethnomathematical research findings suggest that mathematics educators
need to reflect on, and take actions with respect to certain fundamental mathematics educational questions: Why teach mathematics? What and whose
mathematics should be taught, by whom and for whom?, Who participates in
curriculum development?, etc. Abreu (1993) suggested that one of the most
pressing problems arising from her ethnomathematical studies among sugar
cane families in rural Brazil was: 'How should school practices be organised
927
Incorporation into the curriculum of elements belonging to the sociocultural environment of the pupils and teachers, as a starting point for
mathematical activities in the classroom, is likely to increase the
motivation ofboth pupils and teachers.
928
Lecturers and students of the master's degree program in mathematics education for primary schools at the Beira Branch of Mozambique's Universidade
Pedag6gica have analysed arithmetic used inside and outside of school. On
interviewing illiterate women to determine how they find sums and differences, it was found that the women solved easily nearly all the problems, using
essentially methods of oral/mental computation, that is to say, computation
based on the spoken numerals. The methods used were often similar to those
suggested in current primary school mathematics syllabuses, but there were
some interestingly different approaches (Draisma, 1992). For instance, 59 per
cent of the interviewed women calculated mentally 62 - 5 = ... by first subtracting 2 and then 3. That is to say, they used the same method which was
emphasised in the school textbooks. Another 29 per cent of the women subtracted first 5 from 60 and then added 2, and 12 per cent subtracted first 10
from 62, and added the difference between 10 and 5 (i.e., 5).
Did these women (re)invent their method? Did they learn them? From
whom and how?
When multiplying, most of the interviewed women solved the problems by
doubling. An example illustrates the process 6 x 13 = ... Schematically the
most common approach was as follows: 2 x 13 = 26; 4 x 13 = 2 x 26; 2 x 26
= 52; 6 x 13 = 26 + 52; 26 + 52 = 78 (Draisma, oral communication, 1992).
Does each of these women (re)invent the doubling method spontaneously? Or
does there exist a tradition? If so, how was the method taught and learnt?
C
Shirley (1988) and his students at the Ahmadu Bello University in Nigeria
conducted oral interviews with unschooled, illiterate members of the students' home communities. They found that although some of the (arithmetical) algorithms used by the informants were similar to those taught in schools,
other interesting non-standard techniques were also used. Shirley advised
teachers to work with their students in finding the (ethno )algorithms used in
their communities - by the literate or illiterate, rural or urban inhabitants.
'Too often', Shirley (1988) stated, 'school lessons leave the impression that
there is only one way to do a given task' (p.9).
929
Examples are provided in the work of Bulafo, Uaila, and Cherinda (basket
weaving techniques); Saide (Yao pottery); Soares (traditional house building); and Mapapa and Ismael (games in Mozambique) and Mosimege (games
in South Africa).
930
game is used in the study of symmetry, and of multiples and divisors (cf.,
Toure, 1993, 1994).
H
Examples are to be found in the work of Stott and Lea (Botswana); and Gerdes (1992b, 1994c) and Doumbia on the Pythagorean Theorem. Langdon
(1989) explored the symmetries of'adinkra' cloths (in Ghana) for the purpose
of using them in the classroom. From a similar perspective, M. Harris (1988)
described and explored not only the printing designs on plain woven cloths
from Ghana, but also symmetries on baskets from Botswana and 'buba'
blouses from the Yoruba (Nigeria).
ENDNOTES
1.
2.
3.
4.
5.
6.
7.
8.
931
9.
10.
11.
12.
13.
14.
15.
16.
17.
932
18.
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