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Mathematical Literacy: Myths, further inclusions and exclusions

Cyril Julie

School of Science and Mathematics Education, University of the Western Cape


cjulie@uwc.ac.za

Mathematical Literacy as a new subject in the final three years (grades 10 to 12) of schooling in South
Africa is discussed. The discussion is driven by debates and deliberations around the introduction of
Mathematical Literacy as they emerged in the public domain and constructs emanating from a diverse
field of literature related to both mathematics and mathematical literacy. In particular the National
Curriculum Statement Grades 10 to 12: Mathematical Literacy is held in focus and somewhat mirrored
against Critical Mathematical Literacy. It is concluded that there should be guarding against
Mathematical Literacy degenerating into a 21st century form of arithmetic.

Introduction improvised strategies to resolve quantitative


Mathematical Literacy has been instituted as a dilemmas.
specific subject in South Africa for the last three
years of schooling, the Further Education and A note on Mathematical Literacy
Training (FET) phase (grades10, 11 and 12). All Mathematical Literacy is variously defined. These
learners not selecting Mathematics will have to definitions can be deemed as on a continuum. At
study Mathematical Literacy as a compulsory the one end of the continuum, Mathematical
subject in the FET phase. This decision was Literacy is viewed as entry into Mathematics and
reached after much discussion and debate on issues at the other end as a means to interact with
around the compulsory nature of forms of mathematical installations in society. Exemplary of
mathematical studies for all learners in the FET “Mathematical Literacy is viewed as entry into
phase. Some of these issues were differentiation in Mathematics” definition is that given by Kilpatrick
mathematical studies, the mathematics needed for (2001). He introduces the term “mathematical
entry into tertiary studies and the possibility that proficiency, defining it in terms of five interwoven
learners in schools in particularly low socio- strands to be developed in concert.” And according
economic environments will be doomed to to him “mathematical literacy…fits very well
mathematical studies of some inferior nature. [with] mathematical proficiency” (Kilpatrick,
Notwithstanding these debates and differences of 2001: 106-107, italics in original). The five strands
opinion there is agreement that a mathematically are: conceptual understanding, procedural fluency,
literate populace is needed and schools should strategic competence, adaptive reasoning and
produce such graduates. productive reasoning. In his explanations of these
The debates and deliberations referred to above strands, Mathematical Literacy as entry into
were conducted in various forums mostly by Mathematics comes through clearly. For example,
academics from tertiary institutions. In this paper adaptive reasoning is the “capacity for logical
some of the constructs emanating from these thought and for reflection on, explanation of, and
debates and deliberations and related constructs justification of mathematical arguments” and
emanating from the literature specifically linked to productive disposition “includes the student’s
what the goals of Mathematical Literacy should be habitual inclination to see mathematics as a
are discussed in relation to the National sensible, useful, and worthwhile subject to be
Curriculum Statement (Grades 10-12 – General): learned, coupled with a belief in the value of
Mathematical Literacy (Department of Education, diligent work and in one’s own efficacy as a doer
2006a). The constructs are: the teachability of of mathematics” (Kilpatrick, 2001: 107).
Mathematical Literacy, the lack of a recreational The other end of the definition continuum is
component in Mathematical Literacy, driven by Skovsmose’s critical mathematics
Mathematical Literacy and an action component, education paradigm (Skovsmose, 1994). He coined
the dilemma of contexts for Mathematical Literacy the term mathemacy and explains it in an enquiring
and the resilience of people’s qualitative way as follows:

62 Pythagoras 64, December, 2006, pp. 62-69


Cyril Julie

As the notion of critical education The teachability of Mathematical Literacy


developed, literacy was seen as a It is a widely held opinion that Mathematical
competency which enabled students to see Literacy is more difficult to teach than the
and reinterpret part of (their) reality and to “normal” school-going mathematics. At a meeting,
react to this reality…The essential question organised by Higher Education South Africa
for critical mathematics education, then, is (HESA), to discuss the Mathematics and
whether or not it is possible to develop a Mathematical Literacy in the Revised Curriculum
competency, mathemacy, which has a Statement for the Further Education and Training
potential similar to that of literacy and which band this issue was raised. One of the participants
may help students to reinterpret their reality related how this difficulty manifested itself when a
and to pursue a different reality? highly adept and well-versed teacher experienced
(Skovsmose (in collaboration with Nielsen this difficulty when teaching Mathematical
and Powell), 1995: 7-8). Literacy to a group of preservice teachers. The
Critical Mathematical Literacy has a focus on teacher also referred to similar experiences when
citizenship and an interest in mathematical models discussing Mathematical Literacy at a regional
structuring social life. There is a specific interest in meeting of the Association for Mathematics
the critique of such models (see for example Julie, Education of South Africa. Although no firm
1998a and Gellert, 2004). Skovsmose (2004) evidence about the difficulty of teaching of
provides a kind of technique to identify the Mathematical Literacy was offered at the two
“mathematics in action” regulating societal meetings, the general noddings and “oohs” and
matters. Julie (2006) argues that in essence this “aahs” of the audience gave the impression of a
“mathematics in action” is actually “mathematics general agreement that Mathematical Literacy is
in and for action”. In this paper the definition of indeed difficult to teach. Is Mathematical Literacy
Mathematical Literacy as in the region of the really that difficult to teach? Is it teachable at all?
Critical Mathematical Literacy guided the In order to understand this it is necessary to delve
interrogation of the South African National into notions of teaching and the development of
Curriculum Statement (NCS) (Grades 10-12 – teachable products.
General): Mathematical Literacy (Department of Teaching is a deliberative act in which a
Education, 2006a) and some issues surrounding the knowledgeable person relays her/his understanding
implementation of this subject. of a body of declared and established knowledge to
Of the principles underpinning the NCS someone not as yet knowledgeable about this body
(Grades 10-12 – General): Mathematical Literacy, of declared and established knowledge.1 This
“social transformation” and “human rights, relaying includes revealing and providing
inclusivity, environmental and social justice” opportunities for engagement with the domain’s
(Department of Education, 2006a: 1) indicate some navigational technologies and the necessary skills
support for Critical Mathematical Literacy. This is for the construction of artifacts deemed belonging
further buttressed by the definition of to the domain. It is a social activity having a
Mathematical Literacy given as: distinctly historically-developed-and-changing
Mathematical Literacy is a subject identity in distinct settings. Teaching a group of
driven by life-related applications of grade 1 learners, although there are overlaps, has a
mathematics. It enables learners to different identity from that of teaching a group of
develop the ability and confidence to grade 9 learners. Within this process of relaying,
think numerically and spatially in order values are implicitly relayed and appropriated.
to interpret and critically analyse There are, amongst others, the values of
everyday situations and to solve mathematics per se i.e. of “the nature of
problems. (Department of Education, mathematics”, the values the teacher holds with
2006a: 9) respect to the goals of teaching and the values the
However, as will be discussed below, there is learners bring to and appropriate in the classroom.
still some way to go for the realisation of a Critical The implicit relaying of values is in many
Mathematical Literacy education at least at the
level of the intended curriculum. Notwithstanding 1
this intention, any curriculum has to be taught in The presentation of teaching as “relay” does not exclude teaching
underpinned and informed by one or other form of constructivism as a
schools and hence this issue is discussed in relation theory of learning. In fact, most constructivist-inspired teaching has
to the teaching of Mathematical Literacy in the elements of the expository teaching and vice versa. Exposition is more
implicit in constructivist-inspired teaching and the other way round in
next section. expository. The difference thus is one of degree and not of kind.

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Mathematical Literacy: Myths, further inclusions and exclusions

instances in the form of “anecdotal mentioning” in Literacy from its definitions to school-teachable
statements such as “Mathematics has always knowledge. The difficulty, I contend, has to do
played a role in war and the money spent on it can with some inadequacies of the didactical analysis
be better used for feeding the poor of the world” process. These inadequacies can have various
when teaching quadratic theory and doing an sources. Two of the most important sources are:
applications-like problem on the distance traveled
by a projectile. Or through “admonishing (1) Lack of epistemic dependence on experts
statements” such as “Can you see that if we just Wittmann (1998) defines the core task of
follow the applications of the definitions and the Mathematics Education, as a field of study, as the
theorems we logically come to the desired development of learning resources which lead to
conclusion. In a lot of issues in real life, it is also productive and meaningful learning. He argues that
like this – do the things logically from the start and mathematics educators play a crucial role in this
a defensible conclusion will follow” after, say, regard and that one of their tasks is the didactical
demonstrating the method for dealing with a analysis of subject matter to design school learning
geometry rider. Both these utterances are not what resources. This process, Wittman insists, is not the
are being explicitly taught. They emerge if and primary task of teachers because they do not have
when the teacher finds it opportune to make these the time to do this. This “not having the time” to
utterances and so brings to bear his/her value engage in the act of didactical analysis is also the
positions on the situation at hand – expenditure on case with “subject advisors” within departments of
warfare versus expenditure on feeding the poor and education. Wittman’s proposal is essentially a call
destitute or the power of the mathematical-like for the epistemic dependence on experts which
rule-following in a closed system as a desirable Hardwig (1985) presents as having “…good
form of logical reasoning. reasons for believing a proposition if one has good
Teaching is decidedly different from what reasons to believe that others have good reasons
happens when a member of a knowledge-making [and] that…because the layperson is the epistemic
community informs and conveys her/his frontier inferior of the expert (in matters which the expert
knowledge products to the affiliated knowledge- is expert), rationality sometimes consists in
making community. In this instance he/she is not refusing to think for oneself.” Didactical analysis
relaying declared and established knowledge. by mathematics educators as experts should render
Rather, she/he is bringing to the affiliated an elementarised and integrity-preserving version
community her/his knowledge constructs at the of the body of knowledge which is in principle
frontiers of a field in a discipline. This knowledge teachable for the level for which this body of
is not-yet declared, established and vetted by the knowledge is elementarised. The experts
community. Frontier knowledge is not relayed but elementarise this body of knowledge through
rather co-explored by a community of practitioners theorisation and thought-experimentation which
in order to make it part of the body of declared and leads to hypothetical learning trajectories. This
established knowledge of the domain. does not guarantee that the hypothesised trajectory
It is not a given that after declaration and will work in the real classroom situation. This
establishment a body of knowledge is immediately leads to the second inadequacy in the process
teachable. To become teachable, especially as followed with respect to Mathematical Literacy.
school knowledge, it has to and does go through a
series of transpositions from its declarative and (2) Lack of experimentation with hypothetical
established forms (Artique, 1994: 28). These are teaching trajectories
didactical transpositions and it is through There is emerging realisation that teaching
mathematical didactical analysis that the subject products should be designed and developed along
matter is made amenable for school teaching. the same lines as engineering products are
Mathematical Literacy, in its variety of presented developed (Burkhardt and Schoenfeld, 2003). Such
definitions, as a domain of declared and a process, it is argued, will increase the likelihood
established knowledge needs to proceed through a that the distance between the intended and
similar set of didactical analyses to make it implemented is decreased. Teachable products
teachable. If now the claim is made that it is more should thus be obtained through a process of
difficult to teach Mathematical Literacy than other research and development with real classrooms as
school-going mathematics then it seems wise to phenomenal domains and sites of experimental
search for this “difficulty” at the level of the implementation. This process has not, as yet, been
processes of didactical analysis of Mathematical followed for Mathematical Literacy in South

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Cyril Julie

Africa. It appears that the expectation is that arsenal of recreational pursuits such a person can
teacher inservice providers will develop learning engage in.
resources for courses that will be offered to One definition of Mathematical Literacy is
teachers. These materials should then form the provided by the Program for International Student
basis for classroom learning resources. The Assessment (PISA) (OECD, 2000). This definition
problem with such an approach is that it does not is in terms of the desirable outcomes and is stated
provide an empirical base of learner handling of as “to make well-founded judgments and to use
subject matter. There is emerging acceptance that and engage with mathematics in ways that meet the
learner handling of subject matter should form an needs of that individual’s life as a constructive,
integral part of the desirable knowledge that concerned and reflective citizen” (OECD, 2000:
teachers should be exposed to. The integration of 21). This definition privileges citizenship and
learner handling of school-going mathematics and awareness-building of a participatory democracy.
the school-going mathematical content is Even if it can be argued that remotely “needs” is
increasingly gaining acceptance as a particular inclusive and that anything can fill this “needs”
kind of mathematics – mathematical knowledge for slot, it is unlikely that “needs” would be beyond
teaching (Ball and Bass, 2000). Design research what will appear in Mathematical Literacy
conducted with real classrooms as phenomenal examinations. Thus “recreational” mathematics
domains will provide such knowledge of learner will be suppressed or even disallowed and
behaviour and such knowledge is virtually non- excluded.
existent for school-going Mathematical Literacy. It
should not now be concluded that a research and Lack of an action component
development approach will render teacher-proof In the discussion on the purpose of Mathematical
teaching products. Teachers always amend and Literacy attention is given to citizenship. It is
adapt products to fit the contextual demands they stated:
are faced with. However, having exemplary To be a participating citizen in a
teaching products informed by the reality of developing democracy, it is essential that
classrooms will provide teachers with a more the adolescent and adult have acquired a
considered base from which to make their critical stance with regard to
decisions, amendments and adaptations. mathematical arguments presented in the
The seeming difficulty of teaching media and other platforms. The
Mathematical Literacy is thus more a system-level concerned citizen needs to be aware that
problem than a teaching problem. Despite the issue statistics can often be used to support
of the teachability of Mathematical Literacy, there opposing arguments, for example, for or
are others that need highlighting in order for the against the use of an ecologically
NCS (Grades 10-12 –General): Mathematical sensitive stretch of land for mining
Literacy to move towards the expressed intentions. purposes. In the information age, the
power of numbers and mathematical
ways of thinking often shape policy.
Lack of a recreational component in Unless citizens appreciate this, they will
Mathematical Literacy not be in a position to use their vote
The second chapter of the NCS (Grades 10-12 – appropriately. (Department of Education,
General): Mathematical Literacy (Department of 2006a: 10)
Education, 2006a) is a discussion on the purpose, This points in the direction of the exclusion of
scope, educational and career links and the an action component. Mathematical Literacy is
learning outcomes. Conspicuous in this discussion embedded in the applications of mathematics and
is the absence of reference to mathematics as mathematical modelling. Mathematical modelling
recreation. Recreational mathematics is a fairly and the applications of mathematics are essentially
well-established activity. It is commonplace to find about the development of some mathematical
books and articles of a mathematical recreational technology to realise a certain objective. This
nature. The many books by, for example, Gardner objective is an action objective. For example, if a
(1981) and others attest to this. If one takes the mathematical model is developed to predict the
view of a well-rounded and educated person also supply and demand of teachers then the action
being someone who participates in some form of objective is to plan in such a way for the education
recreational activity then recreation through of teachers so that the demand will be met.
mathematics cannot per se be excluded from the Although it can be argued that the NCS (Grades

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Mathematical Literacy: Myths, further inclusions and exclusions

10-12 – General): Mathematical Literacy does (1998) work, essentially argues against the use of
include an action component, it is rather a removed contexts emanating from the life-world of learners
futuristic one. So, for instance, dealing with from marginalised and poverty-infested
investments and their growth has limited, if any, backgrounds since according to him this will not
immediate action value for the majority of learners provide such learners with the necessary “article of
who will be following the Mathematical Literacy universally recognized cultural capital such as a
curriculum. There are, however, instances of school diploma [which] confers symbolic power on
engagement with issues in Mathematical Literacy the holder” (Muller, 2000: 62). The mathematical
where learners should be sensitised to the knowledge, preferred by Muller, that should be
possibilities of action due to the outcome of the distributed for the attainment of such a “school
analysis of the situation by mathematical means. In diploma” is that which is an elementarised version
his inaugural address as professor of Applied of Pure Mathematics. A careful study of the NCS
Mathematics at the University of Cape Town, Ellis (Grades 10-12 – General): Mathematical Literacy
(1976: 17) highlights this notion of action and (Teacher Guide) (Department of Education, 2006b)
asserts that if the results from a mathematical indicates that this is subtly the case for
analysis illuminate profound injustice of a Mathematical Literacy at the suggested
politically-instituted practice then non-action is implemented curriculum level.
meaningless. After analysing the growth of pass It is not only the ‘unreality’ of contexts that is
law arrests and finding its exponential growth an issue. Pollak (1969) drew attention to context
pattern, he asserts problem types and identified “five problem types
…the only true basis of freedom is a that are normally included under the rubric
realistic vision of the alternative ‘application of mathematics’.” He further “discards
possibilities before us. Mathematical three of these [contexts problem types] as
studies can sometimes help us in inappropriate since they do not take into account
understanding what alternative the complexity of the world outside of
possibilities are. But such an mathematics or their reality is fairly unreal” (in
understanding is quite valueless unless it Julie, 1998b: 294). According to Julie (1998)
affects our actions. An understanding of Pollak suggest two desired problem contexts. The
the courses of any social wrong, which first is closed context problems – problems for
does not lead to some corrective action to which the model of a contextual situation is
right that wrong, is meaningless. (Ellis, essentially provided and the learners explore the
1976: 17) given mathematical model. The other is the open
Thus through Mathematical Literacy it is not type context problem – “Problems which emulate
only an analytical competence that needs to be the…way applied mathematicians would receive a
developed but also an action competence. This problem, in all its complexity, from a
competence is viewed as making decisions commissioning agency” (Julie, 1998b: 294). Busse
individually or collectively and embarking on and Kaiser (2003) draw attention to the changes a
action, based on the decisions, to address the issue context undergoes when encountered by a learner.
at hand (Jensen and Schnack, 1997: 168-169). They distinguish between objective figurative
context – “the real description of the real scenario”
The dilemma of contexts and the subjective figurative context – “the
in Mathematical Literacy interpretation of the objective figurative contexts”
The NCS (Grades 10-12 – General): Mathematical (Busse and Kaiser, 2003: 4). Their proposition is
Literacy, as is the case for other definitions of that it should not be unquestionably accepted that
Mathematical Literacy, gives much attention to the there is a one-to-one mapping between the contexts
desirable contexts to be used. Which contexts to as presented in a task and contexts as interpreted
use in Mathematical Literacy is a complex issue. In by learners. The issue of learning transfer and the
her statement that “organizing a lawn mowing use of context is discussed by Boaler (1993) and
business in math class is neither real lawn practice she suggests “that contexts may be useful in
nor real school practice” (Lave, 1988: 20), Lave relation transfer even though contexts as generally
brings forth the dilemma of context and this is used are not useful” (Boaler, 1993: 13, italics in
repeated by Muller when he states that original).
contextually-driven mathematics “is neither ‘real’ Skovsmose (1998) addresses the question of
mathematics nor recognizably ‘real life’.” (2000: using contexts emanating from the immediate
67). Muller (2000), drawing heavily on Dowling’s environment of the learner. He argues that in their

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Cyril Julie

daily trade practices people do not view the work cooking and everyday financial calculations are
they are doing as essentially mathematical. They used as contexts for mathematical treatment.
are simply exercising their skills and competences Whilst not arguing against this there is not clarity
dealing with the job at hand. Thus, Skovsmose for which issues in their daily lives ordinary people
argues, a tailor is doing tailoring and not the actually need mathematical calculations and
mathematics of mapping a two-dimensional cloth procedures. I argue that those situations in which
in the plane to a three-dimensional body in space. people use mathematical ways in some instinctive
True there is nothing wrong with this argument but way should not be colonised for classroom use and
it cannot serve as reason for prohibiting someone teaching, no matter how much mathematical
else from addressing such an issue from a elegance might be extracted from such activities.
mathematical angle. In fact, there are many Meeting a self-employed, self-appointed and non-
instances, as Skovsmose admits in his tailoring unionised porter at the airport I got involved in a
example, where the mathematical description of discussion with her about her work and the amount
some human activity served as inspiration for the of money she earns. The conversation went as
development of some form of mathematics. In follows (in the primary language of the porter and
addition to the argument about the non- myself, of course).
mathematical attention people involved in CJ: Hoeveel maak jy nou op ’n dag?
activities and practices, other than visibly P: As’t goed gaan da ga ek hystoe met about
mathematical work, give to their work, Skovsmose ’n honerd, one fifty ’n dag. Dit depend
also advances the argument that learners are oek of ek dollars of ponne kry, nie rante
generally not interested in dealing with activities nie. Die Americans en die anne mense
from their backgrounds. He proposes that contexts gie altyd dollars ma die Engelse mense
dealing with possible futures of learners should be gie ponne, daai dik coins.
foregrounded as an alternative. Using piloting as CJ: Hoe exchange jy dit na rante?
an example to be foregrounded, Skovsmose P: Ek ga sommer hie na ABSA da binne en
realises the problematic he is confronted with. It is dan change hulle’t vi my.
this: His father was a tailor and he would have CJ: Hoe wiet djy dat hulle gie vir jou die
been averse to deal with the mathematics of regte amount?
tailoring in his school mathematics classes. But he P: Hulle sal my nie rob nie. Hulle ken al vi
was (and presumably still is) not interested in my. Maar ek kyk oek na rie bod. Nou is
piloting. ’n dollar ampe tien rand. As ek drie
The crux of the question of desirable contexts dollars het dan moet hulle vi my ampe
to be used in Mathematical Literacy is a major dêtig rant gie. Die bank moet mos altyd
dilemma facing mass schooling and education, and iets kry vi hulle expenses. Soe hou ek
can be captured as “What are the contexts and trek.
situations within which school-learning activities CJ: Jou kinners oppie skool. Wat sal djy
should be embedded so that they will appeal to all laaik hulle moet leer van dié goed?
learners to be constructively engaged in the P: Niee, hulle moet lee wat die teachers sê
learning to be fostered by these contextually- hulle moet lee.
embedded activities?” The NCS (Grades 10-12 – In summary she told me that she earned about
General): Mathematical Literacy (Teacher Guide) one hundred to one hundred and fifty rand per day.
(Department of Education, 2006b) indicates that She gets her “tips” from tourists in dollars or
not much attention has been given to this issue. In pounds and reads on the display board at the bank
most instances contexts emanated from curriculum at the airport what the exchange rates are. She then
and learning resource designers’ perceptions on does an approximation and works in some additive
what preferred contexts should be. and qualitative way by anchoring on some whole
number. This is not a strange way of working.
The resilience of the mixture of qualitative People, regardless of levels of education, do such
and quantitative procedures to resolve qualitative calculations all the time and my
everyday quantitative dilemmas contention is that no amount of schooling will
A feature standing out in Mathematical Literacy change this.
for school-going is that school-goers should As already stated, to change ordinary common-
develop competence to use mathematics in their sense ways to mathematical ways and hope that
daily lives. The manifestation of this desire is that people will apply such in their day-to-day
issues and situations such as shopping, baking, mathematical-like activity is folly. People do not

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Mathematical Literacy: Myths, further inclusions and exclusions

walk around with abstract mathematical models in least, was devised to maintain discrimination and
their heads. When confronted with a mathematical- domination.
like dilemma they resort to qualitative ways of
dealing with these dilemmas and utilise all sorts of
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A habit of basing convictions upon evidence, and of giving


to them only that degree or certainty which the evidence
warrants, would, if it became general, cure most of the ills
from which the world suffers.
– Bertrand Russell

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