Michele
Spinelli Barria
,
Cecilia
Morales
,
Cristian
Merino
and
Waldo
Quiroz
*
Pontificia Universidad Católica de Valparaíso. Campus Curauma, Avenida Universidad 330, Valparaíso, Valparaíso 2373223, Chile. E-mail: waldo.quiroz@pucv.cl
First published on 18th March 2016
In this work, we developed an ontological tool, based on the scientific realism of Mario Bunge, for the analysis of the presentation of natural processes in science textbooks. This tool was applied to analyze the presentation of the concept of osmosis in 16 chemistry and biology books at different educational levels. The results showed that more than 50% of the books present the process of osmosis connected just with concentration properties associated with the hydrodynamic state of the osmotic process, forgetting the properties of osmotic pressure to define the state of osmotic equilibrium. This omission creates confusion between the state of osmotic equilibrium with the isotonic state by reducing the entire osmosis process to a mere process of diffusion by differences in concentrations. Moreover, in 4 of the biology textbooks, the presentation of the osmosis concept and osmotic equilibrium in cell system illustrations generates confusion between hydrostatic pressure generated by gravity vs. hydrostatic pressure generated by membrane tension or turgor pressure. Our results show that in most of the texts, the osmotic process is not connected with the non-equilibrium state, macroscopic dynamic state or equilibrium state, whereas in other textbooks, equivalence between these states and hypo–hyper and isotonic states is incorrectly presented.
According to Vosniadou “conceptual change requires fundamental changes in students' ontological and epistemological commitments and in their representations” (2013, p. 14). These requirements can be detected when the ontological categorization of a scientific concept in the conceptual system of a novice differs from the ontological categorization in the conceptual systems of experts. For example, Chi and colleagues have suggested that there is a difference in the ontological categorization in the concept of “heat” while a novice considers heat as “hot molecules” or “hot stuff” (an entity), instead of the speed of molecules (a process) (Chi, 2008).
Studies that use ontological tools for a disciplinary analysis of the content of natural science textbooks are scarce (Niaz, 2001; Scharmann and Smith, 2001; Rodriguez and Niaz, 2004; Niaz and Fernández, 2008; Niaz and Maza, 2011). The philosophy of science, particularly ontology, can be transformed into a powerful tool for this purpose. According to Science Magazine, among the most influential living science philosophers we have Mario Bunge (Michel et al., 2011), who proposed a philosophical system called Scientific Realism. In his proposal, five ontological categories are defined that address all areas of material reality (Bunge, 1977). These categories are:
– Thing or object
– Property
– State
– Event
– Process
This ontology has semantic connotations for text analysis because scientific knowledge is composed of concepts, and such concepts can be connected to material reality through the above ontological categories. Historically, many scientific concepts have come to be understood due to an ontological interrogation. For example, we now know that the concept of energy refers to a property, contrary to the former belief that the concept of energy is associated with an object or thing under the caloric theory (Müller, 2007).
According to this philosophical approach, a thing or object is an entity endowed with all its substantial properties (Bunge, 1977). This means that things or objects have their own existence. Scientific concepts referring to categories of things include, for example, the concepts of atom, molecule, electron, dog, or planet, unlike properties that have no existence but are part of our conceptions of things; this means that there are no properties per se but rather only properties of things. Examples of scientific concepts that refer to properties of things include mass, volume, energy, and viscosity. The thing–property relationship is essential to elucidating a scientific concept and improving the teaching thereof. Not all things or natural objects have the same properties. It was the same Mario Bunge who proposed that energy is the only property that is shared by all objects of our reality (Bunge, 2000a, 2000b). However, it is known that general properties such as mass do not appear in all objects of material reality—the photon being one such exception.
In one of our previous studies, we analyze the ontology of Boyle's law. It is clear that both concepts of volume (V) and pressure (P), present in this law in the relationship P·V = k, are properties of a gas (thing). Boyle's law does not refer to the properties of a piston or to the act of measuring the magnitudes of these variables. The application of the philosophical system of Mario Bunge allowed us to clarify these issues and to establish with a solid philosophical basis that the volume (V) of gas is the cause and the pressure (P) of gas is the effect in the relationship being studied. When we applied this ontology to the semantic analysis of 15 chemistry university textbooks, we realized that 14 of them had serious ontological and semantic shortcomings in the presentation of Boyle's law in both the texts and the illustrations (Quiroz and Rubilar, 2015).
Scientific concepts do not only refer to laws, as in the case of Boyle's law. Concepts also exist that refer to states, events or processes. In this philosophical system, the “state” concept is defined as the framework or list of properties that characterize or identify an object in a determined instant. An example of state is the liquid states of a substance, which are defined by a number of characteristic properties such as viscosity, formless, capillary, etc. In the case of events, this concept relates to the change in natural objects. The transformation of one object into another or the passage from one state of an object to another state is considered an event. Given the above reasoning, we wonder how natural processes are presented in science textbooks. We are particularly interested in the concept of osmosis as it is approached in many chemistry and biology textbooks.
Fig. 1 shows that, independent of the way in which a natural process is presented from a semantic-ontological point of view, natural processes must be connected with a change of states. Therefore, these changes of states must have a temporary connection, meaning a sequence that connects the initial and final states of a material system, an object. In this scheme, the categorization of a concept that refers to a process and categorizes it as a property, state or thing thus becomes an ontological error.
Things or objects such as the moon, a uranium atom or a human being have their own existence. Then processes, properties or states have no existence but appear on objects. For example, there is no rotation process, but there is rotation of the moon; the aging process does not exist independently, but there is aging of a human being; in reality fission does not exist, but there is a process of fission of the uranium nucleus.
The importance of a correct ontological categorization of a scientific concept is demonstrated with the concept of energy. Today energy is considered as a property; however, in the past times in the context of caloric theory it was ontologically classified as a thing, as a fluid that can be obtained from the bodies. The same happens today with the concept of heat, which is a process of energy transfer due to temperature differences; however, heat tends to be classified as a thing (i.e. a caloric fluid) or a property (i.e. heat energy), which becomes an ontological error under this framework. Table 1 shows the types of errors with an explanation provided for each error.
Error | Explanation |
---|---|
Type 1 error (E1) | This is an error of ontological type. It occurs when a process is mistakenly assigned to a different ontological category, such as property (E1A), state (E1B) or thing (E1C). |
Type 2 error (E2) | This is an error of omission. It occurs when a process is presented without associating it with its respective states. |
Type 3 error (E3) | This error occurs when a state is associated with properties that are unrelated to the context or the time in which the state is manifested. |
Type 4 error (E4) | This error occurs when a change of state is not associated with a thing or a particular material system—its material reference does not exist (E4A) or is ambiguous (E4B). |
At a macroscopic level, we can ontologically analyze the concepts involved to define the system of osmosis. On one side, we have a solution A; a solution having a solute concentration that we will call CAsolute and a concentration of solvent denominate CAsolvent. Similarly, the B solution is also an object that has properties CAsolut and CBsolvent.
According to the definition of the process as a temporary change in the state of a thing, in this case, the thing or object is the complete system of A + membrane + B. The initial non-equilibrium state is set when the pressures of both solutions are different, due to differences in concentrations as shown in Fig. 2. Given these initial conditions, we move to the macroscopic dynamic state in which the osmotic flow begins as a spontaneous solvent transfer from solution A to solution B, as shown in the same Fig. 2. The spontaneity is generated by solvent concentration differences in which CAsolvent > CBsolvent according to Fick's diffusion law. When the height of the B solution level rises above the height of A, the hydrostatic pressure of the B solution begins to increase—the latter being an emergent property of the system A + B when the membrane height level B is greater than A. Finally, the equilibrium state is reached, though based on one additional property. The additional pressure exerted by the column of solution B increases until it reaches the osmotic flow stop point, which is the state of osmotic equilibrium.
Osmotic flow stops due to the additional height “h” that solution B reaches, which in this case is CAsolvent ≠ CBsolvent. This is the osmotic pressure Π. Then, that pressure, which is hydrostatic pressure, can be calculated as Π = d·h·g, where d is the density, h is the height level, and g is the gravity constant. In general terms, any pressure that stops an osmotic flow from reaching the state of osmotic equilibrium is an osmotic pressure independent, as this is generated either by increasing levels of a solution or through a piston or a membrane tension. Next, we will discuss the 3 states of the osmotic process.
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Fig. 3 A system in a state of non-equilibrium. Pressure differences occur due to differences in concentration which is considered the first state of the osmosis process. |
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Fig. 4 Osmotic process example where the osmotic equilibrium state is equivalent to the isotonic state. |
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Fig. 5 Initial and final state of an osmotic process in a model of a turgid cell. To the left (A) is the initial state of non-equilibrium, where the solvent osmotic flow occurs from the outside towards the inside of the cell due to differences in concentrations of solvent (CAsolvent > CBsolvent), and to the right (B) is the state of osmotic equilibrium, which is achieved by turgor pressure (PT), which stops the osmotic flow because of membrane tension (Pritchard, 2001). |
This condition also satisfies the requirement that CAsolvent > CBsolvent. The same reasoning applies inversely and can be used to define the hypotonic state. Analogously, the isotonic state is the state where the solvent concentration in the cytoplasm is equal to the concentration of solvent in the plasma, so that CAsolvent = CBsolvent. With no hydrostatic pressure in cell systems, there exists an ontological equivalence between the osmotic state of non-equilibrium and the hypertonic and hypotonic states, because all these states are defined by the same properties: the solvent concentration differences on both sides of the membrane. However, many biology textbooks claim that the osmotic flow to or from the cytoplasm is stopped when the isotonic state is reached, which is not always correct. The state of osmotic equilibrium is equal to the isotonic state in a cellular context only when there is no membrane pressure (i.e. turgor pressure), because equal concentrations of A and B imply equal pressures on both sides of the membrane, as shown in Fig. 6.
It is important to mention that the isotonic state is not equivalent to the state of osmotic equilibrium when turgor pressure exists. As discussed earlier in Fig. 5, turgor pressure is equivalent to osmotic pressure because it can stop the osmotic flow even when the solvent concentrations are different on both sides of the membrane. In a system that has turgor pressure, the osmotic equilibrium state is not equivalent to the isotonic state because the properties that define the state of osmotic equilibrium (pressures) are not the same properties that define the isotonic state of equilibrium (concentrations). The poor definition of the osmotic process as a succession of states defined by concentrations (i.e., hyper-, hypo- and isotonic states) is very common. As previously discussed, however, equivalence is correct only under certain conditions, as shown in Fig. 7.
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Fig. 7 Comparing ontological osmotic processes. On the left is the connection of the ontological categories in the context of a traditional osmosis membrane system and piston system, as presented in chemistry texts. On the right is a particular case of osmosis in cell systems in the absence of osmotic pressure (which is valid only for cells with a flaccid membrane as shown in Fig. 6) as presented in some biology textbooks. |
Based on the present ontological analysis and in the general tool of Fig. 1, we are able to build a concrete tool for identifying errors in the presentation of osmosis. Fig. 8 shows this proposal. The tool in Fig. 8 enables us to perform an ontological-semantic analysis of the presentation of osmosis in science texts. Four errors therein are identified: the first (E1) is when the concept of osmosis is assigned to a different ontological category than a process. The second error (E2) is associated with bypassing the states involved in the osmosis process and defining the concept only from its properties. The third error (E3) corresponds to defining osmosis states by concentration as a property—an error that could be remedied by explaining the conditions under which this equivalence is valid in the absence of osmotic pressure in chemical systems or biological systems. Finally, the fourth error (E4) is associated with assigning the wrong material system; for example, assigning a cell system, an osmotic process regulated by hydrostatic pressure. Table 2 shows the 4 types of errors and their definitions.
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Fig. 8 Semantic tool for the presentation of osmosis in textbooks based on the ontology of scientific realism. Potential errors are distinguished in red. |
Error | Explanation |
---|---|
Type 1 error (E1) | This error is generated when osmosis is not presented as a process but as a colligative property (E1A). |
This error is presented in textbooks that confuse the osmosis concept with the osmotic pressure concept. It may also be generated by confusing the osmosis concept with a state (E1B) or an object (E1C). | |
Type 2 error (E2) | This error occurs when the osmosis process is explained only from the properties of chemical potential or osmotic pressure or internal energy, without specifying any of the three states, especially the osmotic equilibrium states. |
Type 3 error (E3) | This error occurs when non-equilibrium states or the state of osmotic equilibrium are confused with other states, such as the hypertonic, hypotonic or isotonic states. This happens when osmosis is presented just as a diffusion process. |
We have defined a special error type 3 (E3′) that occurs when the osmotic equilibrium relates only to the hydrostatic pressure generated by gravity and not to the concept of osmotic pressure, which is an ontological reductionism. | |
Type 4 error (E4) | This error occurs when osmosis is not associated with a material system (E4A) or when osmosis occurs in multiple material associated systems, which are not necessarily equivalent (E4B)—such as systems with or without hydrostatic pressure, dehydrated plant cells vs. turgid cells, etc. |
There has been research on how teachers use the textbook of science in the classroom (Digisi and Willett, 1995) and how this use can influence the teaching–learning process. For example, Martins and Assunçao Brigas (2005) highlight the ways in which textbooks (school and/or university) can be used by teachers considering:
(a) The treatment of the concepts in some books promotes the formation of alternative conceptions, so the teacher must be aware of these deficiencies in school and/or university textbooks (Dall'Alba et al., 1993).
(b) The main ideas of the text should ideally correspond to both; the main ideas in the science class and the information in the text that has been considered important for the students. This structural significance of the text itself is underestimated (Alexander and Kulikowich, 1994).
(c) Most text promotes memorizing facts and vocabulary, putting less emphasis on the understanding of knowledge and the applications of this knowledge in the daily life of students (Stinner, 1992).
Considering that scientific knowledge has an ontological material reference (Bunge, 1974a, 1974b), and further, that scientific concepts are systematized in theories (Bunge, 2000a, 2000b), we believe that teachers should keep in mind the role that the textbook can play in helping students to build appropriate concepts (Martins and Assunçao Brigas, 2005). At the university level this means that the learning of a scientific concept is more than memorizing definitions. This implies also connect both with material reality through their respective ontological category as to associate with the other concepts of the theory on which this is embedded. In this work 15 university scientific texts, 14 of them in Spanish and 1 in English where the osmosis concept is presented, were analyzed.
(a) Availability of textbooks in our university and nearby libraries.
(b) Inclusion of recent textbooks.
(c) Inclusion of textbooks that have published various editions, which show their acceptance by the science education community.
(d) Consultations with colleagues in different parts of the world revealed that various textbooks selected for this study are used for translations.
(e) Various studies published in science education journals have used these textbooks.
Table 3 shows the analysis of the presentation of the osmosis concept in 15 science textbooks based on the tool presented in Fig. 8. The first 5 texts (L1 to L5) correspond to biology textbooks and other texts (L6 to L15) correspond to Chemistry. These books have issues ranging from 1969 to 2013. Table 4 shows the result of this analysis based on the 4 error types described in Table 2. In all 15 books, both text (T) and illustrations (I) were analyzed.
Textbook | Editorial | Author | Year | Pages | ID | Language |
---|---|---|---|---|---|---|
Introducción a la Botánica | Compañía editorial Continental | Cronquist A. | 1969 | 38–41 | L1 | Spanish |
Botánica | McGraw-Hill | Lüttge U., Kaluge M. and Bauer G. | 1993 | 63–65, 69–70, 145, 394–395, 426, 437, 451, 466, 502 | L2 | Spanish |
Fundamentos de la Fisiología Vegetal | McGraw-Hill | Azcón J. and Talón M. | 2000 | 26–27 | L3 | Spanish |
Biología | McGraw-Hill | Ville C. | 1996 | 45 | L4 | Spanish |
Biología | Panamericana | Curtis H., Barnes S. and Schneck Massarini A. | 2008 | 64 | L5 | Spanish |
Química 9 ed | McGraw-Hill | Chang, R | 2007 | 523–525 | L6 | Spanish |
Química 11 edn | McGraw-Hill | Chang R. and Goldsby K. | 2013 | 541–543 | L7 | Spanish |
Principios de química general 3 edn | Panamericana | Atkins P. and Jones L. | 2006 | 308–310 | L8 | Spanish |
Principios de química general 5 edn | Panamericana | Atkins P. and Jones L. | 2012 | 360–362 | L9 | Spanish |
Chemistry & Chemical Reactivity 2 edn | Harcourt college Pub | Kotz J. and Purcell | 1991 | 583–586 | L10 | English |
Química y reactividad Química 5 edn | Thomson international | Kotz J. and Treichel P. | 2003 | 582–585 | L11 | Spanish |
Conceptos básicos de Química | Compañía editorial Continental | Sherman A., Sherman S. and Russikokk L. | 1999 | 348–351 | L12 | Spanish |
Química general | McGraw-Hill | Longo F. | 1975 | 171–173 | L13 | Spanish |
Química general 3 edn | McGraw-Hill | Whitten K., Gailey K. and Davis R. | 1998 | 525–528 | L14 | Spanish |
Química general 8 edn | Cengage learning | Whitten K., Davis R., Peck M. and Stanley G | 2008 | 527–531 | L15 | Spanish |
No. | Textbook | Criteriaa | |||
---|---|---|---|---|---|
1 | 2 | 3 | 4 | ||
a T′ and I′ indicate an E3′ error type. | |||||
1 | Cronquist, A. (Cronquist, 1969) (1969) | I | I | ||
2 | Lüttge (Lüttge et al., 1993) (1993) | I | |||
3 | Azcón and Talón (Azcón-Bieto and Talón, 2000) (2000) | T | |||
4 | Curtis (Curtis et al., 2008) and Barnes (2008) | T | |||
5 | Ville (Villee, 1996) (1996) | T | T | I | |
6 | Chang R. (2007) | T′ | IT | ||
7 | Chang R. and Goldsby K. (2013) | T′ | IT | ||
8 | Atkins P. and Jones L. (2006) | T | T | T | |
9 | Atkins P. and Jones L. (2012) | T | T | T | |
10 | Kotz J. and Treichel P. (2003) | T | T | TT′ | |
11 | Kotz J. and Treichel P. (2005) | T | T | TT′ | |
12 | Sherman A., Sherman S. and Russikokk L. (1999) | T | TI′ | ||
13 | Longo F. (1975) | T | T | ||
14 | Whitten K., Gailey K. and Davis, R. (1998) | T | TI′ | TI | |
15 | Whitten K., Davis R., Peck M. and Stanley, G. (2008) | T | TI′ | T |
The general analysis of Table 4 shows that the least reiterated error is E1. Only 4 out of 16 analyzed texts misclassified the osmosis concept primarily as a colligative property, thus confusing the concept of osmosis with the concept of osmotic pressure. Another interesting tendency is that the E2 error can be found in 8 of the 16 texts analyzed, with mainly chemistry books presenting this error. Apparently, the association between the osmotic process and the states occurs mostly in biology texts, but as we shall see with the E3 error, this association was established erroneously with the hyper, hypo- and isotonic states in different cellular contexts. Error E3 was the most frequent error in the analysis. It appeared in 13 of the 16 texts analyzed. In these books, osmotic states are defined by ownership concentration properties instead of pressure properties. On the other hand, the osmosis equilibrium state is reduced to a fact related only to hydrostatic pressure. It is very interesting to note that the only error that is mostly presented in the illustrations in biology textbooks was the E4 error. Of the 6 biology textbooks, 4 had errors associated with using a reference material not equivalent to a cell system. This trend occurred mostly in biology textbooks because many of their illustrations appealed to concepts of osmotic pressure in contexts of hydrostatic pressure and then applied this to cellular systems in which hydrostatic pressure does not exist; only 2 books consider the osmotic pressure as turgor pressure.
“The osmotic pressure is produced by the tendency of water molecules to pass through the membrane to equalize the concentration of water molecules on both sides”
The errors here include relating osmotic pressure to a diffusion process and not defining it as a property that stops the osmotic flow, which is also not necessarily diffusional. For the second error, the osmotic equilibrium state is related to the properties of the concentrations (E3)—i.e., the isotonic state—, which does not occur in any type of turgor cell. Finally, a type 4 error is detected because they use an illustration that includes osmotic pressure related to concentration differences and not turgor pressure.
Even if the molecular discrimination is equivalent (De Berg, 2006) and the air space can act as a membrane our main objection for using this analogy is that there is no osmotic pressure to stop the solvent transport. We recognize that the use of this analogy to explain the osmotic process can be considered as correct from the point of view of the molecular mechanism or erroneous from the ontological point of view of the final stage of the process so we recommend that our objection must be taken with caution. A third error (E3) is detected on page 542. On this page, it is mentioned that the osmotic equilibrium state corresponds to the state where the isotonic concentration and osmotic pressure are the same on both sides of the semipermeable membrane.
An E3′ error can be found on page 582, where the state of osmotic equilibrium is associated with the hydrostatic pressure but without explicit mention of its equivalence with osmotic pressure. As in other texts, it is assumed that the height of the column of the solution is a measure of the osmotic pressure and not just a particular case of it.
“…there will be displacement of water from the solution into the bladder until the concentrations become equal”
Thus, the text clearly relates the osmotic equilibrium state to the isotonic state without specifying the conditions where this equivalence is valid.
Another error in this text is that no states are mentioned to explain the osmotic process; it always mentions only the properties of pressure and concentration, even in the same examples of its illustrations (E2). In its latest version (L15), this text removes an illustration without osmotic pressure, and its replacement includes the example of cell systems embedded in solutions in hyper-, hypo- and isotonic states, thus defining the osmotic process according to concentration and not pressure (E3).
Figure use in biology texts has been generally counterproductive when trying to extrapolate examples with hydrostatic osmotic pressure generated by gravity to cell systems with turgor osmotic pressure generated by cell tension, thus confusing the material reference where both are equivalent.
It is a projection of this work to evaluate the alternative conceptions about osmosis held by students who use these texts. On the other hand, the connection of a natural process with their respective states and properties for the presentation in scientific texts is possible and desirable for texts aimed at younger readers. Can we use the same ontological strategy to lower the learning achievement level? We believe that it is possible to consider making ontological concessions to facilitate the learning of younger readers, something that deserves a separate investigation, and a special analysis of high school textbooks is mandatory for this purpose.
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