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Next: Perceiving the Infinite and Up: Perceiving the Infinite and Previous: The Explanatory and Abductive

Mirror, Unveiling, and Optical Diagrams as External Representations

Certainly a big portion of the complex environment of a thinking agent is internal, and consists of the proper software composed of the knowledge base and of the inferential expertise of that individual. Nevertheless, any cognitive system consists of a ``distributed cognition'' among people and ``external'' technical artifacts (Hutchins, 1995, Norman, 1993).

In the case of the construction and examination of diagrams in mathematics (for example in geometry), specific experiments serve as states and the implied operators are the manipulations and observations that transform one state into another. The mathematical outcome is dependent upon practices and specific sensory-motor activities performed on a non-symbolic object, which acts as a dedicated external representational medium supporting the various operators at work. There is a kind of an epistemic negotiation between the sensory framework of the mathematician and the external reality of the diagram. This process involves an external representation consisting of written symbols and figures that are manipulated ``by hand''. The cognitive system is not merely the mind-brain of the person performing the mathematical task, but the system consisting of the whole body (cognition is embodied) of the person plus the external physical representation. For example, in geometrical discovery the whole activity of cognition is located in the system consisting of a human together with diagrams.

An external representation can modify the kind of computation that a human agent uses to reason about a problem: the Roman numeration system eliminates, by means of the external signs, some of the hardest parts of the addition, whereas the Arabic system does the same in the case of the difficult computations in multiplication (Zhang, 1997). The capacity for inner reasoning and thought results from the internalization of the originally external forms of representation. In the case of the external representations we can have various objectified knowledge and structure (like physical symbols - e.g. written symbols, and objects - e.g. three-dimensional models, shapes and dimensions), but also external rules, relations, and constraints incorporated in physical situations (spatial relations of written digits, physical constraints in geometrical diagrams and abacuses) (Zhang, 1997). The external representations are contrasted to the internal representations that consist of the knowledge and the structure in memory, as propositions, productions, schemas, neural networks, models, prototypes, images.

The external representations are not merely memory aids: they can give people access to knowledge and skills that are unavailable to internal representations, help researchers to easily identify aspects and to make further inferences, they constrain the range of possible cognitive outcomes in a way that some actions are allowed and other forbidden. The mind is limited because of the restricted range of information processing, the limited power of working memory and attention, the limited speed of some learning and reasoning operations; on the other hand the environment is intricate, because of the huge amount of data, real time requirement, uncertainty factors. Consequently, we have to consider the whole system, consisting of both internal and external representations, and their role in optimizing the whole cognitive performance of the distribution of the various sub-tasks (Trafton et al., 2002). It is well-known that in the history of geometry many researchers used internal mental imagery and mental representations of diagrams, but also self-generated diagrams (external) to help their thinking.

In the construction of mathematical concepts many external representations are exploited, both in terms of diagrams and of symbols. We are interested in our research in diagrams which play an optical role - microscopes (that look at the infinitesimally small details), telescopes (that look at infinity), windows (that look at a particular situation), a mirror role (to externalize rough mental models), and an unveiling role (to help create new and interesting mathematical concepts, theories, and structures).2

Optical diagrams play a fundamental explanatory (and didactic) role in removing obstacles and obscurities and in enhancing mathematical knowledge of critical situations. They facilitate new internal representations and new symbolic-propositional achievements. In the example studied in the following section in the area of the calculus, the extraordinary role of the optical diagrams in the interplay standard/non-standard analysis is emphasized. Some of them could also play an unveiling role, providing new light on mathematical structures: it can be hypothesized that these diagrams can lead to further interesting creative results. The optical and unveiling diagrammatic representation of mathematical structures activates direct perceptual operations (for example identifying how a real function appears in its points and/or to infinity; how to really reach its limits).

We stated that in mathematics diagrams play various roles in a typical abductive way (cf. the previous section). Now we can add that:


next up previous
Next: Perceiving the Infinite and Up: Perceiving the Infinite and Previous: The Explanatory and Abductive
Riki 2002-09-01