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MATHEMATICS
The logarithm of a number is the exponent when that number is expressed as a power
of 10 (or any other base). It is effectively the inverse of exponentiation. For example, the
base 10 logarithm of 100 (usually written log10 100 or lg 100 or just log 100) is 2,
because 102 = 100. The value of logarithms arises from the fact that multiplication of
two or more numbers is equivalent to adding their logarithms, a much simpler operation.
In the same way, division involves the subtraction of logarithms, squaring is as simple
as multiplying the logarithm by two (or by three for cubing, etc), square roots requires
dividing the logarithm by 2 (or by 3 for cube roots, etc).
Although base 10 is the most popular base, another common base for logarithms is the
number e which has a value of 2.7182818... and which has special properties which
make it very useful for logarithmic calculations. These are known as natural logarithms,
and are written loge or ln. Briggs produced extensive lookup tables of common (base 10)
logarithms, and by 1622 William Oughted had produced a logarithmic slide rule, an
instrument which became indispensible in technological innovation for the next 300
years.
Napier also improved Simon Stevin's decimal notation and popularized the use of the
decimal point, and made lattice multiplication (originally developed by the Persian
mathematician Al-Khwarizmi and introduced into Europe by Fibonacci) more convenient
with the introduction of “Napier's Bones”, a multiplication tool using a set of numbered
rods.
The Frenchman René Descartes is sometimes considered the first of the modern school
of mathematics. His development of analytic geometry and Cartesian coordinates in the
mid-17th Century soon allowed the orbits of the planets to be plotted on a graph, as well
as laying the foundations for the later development of calculus (and much later multi-
dimensional geometry). Descartes is also credited with the first use of superscripts for
powers or exponents.
Two other great French mathematicians were close contemporaries
of Descartes: Pierre de Fermat andBlaise Pascal. Fermat formulated several theorems
which greatly extended our knowlege of number theory, as well as contributing some
early work on infinitesimal calculus. Pascal is most famous for Pascal’s Triangle of
binomial coefficients, although similar figures had actually been produced by Chinese
and Persian mathematicians long before him.
It was an ongoing exchange of letters between Fermat and Pascal that led to the
development of the concept of expected values and the field of probability theory. The
first published work on probability theory, however, and the first to outline the concept of
mathematical expectation, was by the Dutchman Christiaan Huygens in 1657, although
it was largely based on the
ideas in the letters of the two
Frenchmen.
By “standing on the shoulders of giants”, the Englishman Sir Isaac Newton was able to
pin down the laws of physics in an unprecedented way, and he effectively laid the
groundwork for all of classical mechanics, almost single-handedly. But his contribution
to mathematics should never be underestimated, and nowadays he is often considered,
along with Archimedes and Gauss, as one of the greatest mathematicians of all time.
Newton and, independently, the German philosopher and mathematician Gottfried
Leibniz, completely revolutionized mathematics (not to mention physics, engineering,
economics and science in general) by the development of infinitesimal calculus, with its
two main operations, differentiation and integration. Newtonprobably developed his
work before Leibniz, but Leibniz published his first, leading to an extended and
rancorous dispute. Whatever the truth behind the various claims, though, it is Leibniz’s
calculus notation that is the one still in use today, and calculus of some sort is used
extensively in everything from engineering to economics to medicine to astronomy.
Both Newton and Leibniz also contributed greatly in other areas of mathematics,
including Newton’s contributions to a generalized binomial theorem, the theory of finite
differences and the use of infinite power series, and Leibniz’s development of a
mechanical forerunner to the computer and the use of matrices to solve linear
equations.
However, credit should also be given to some earlier 17th Century mathematicians
whose work partially anticipated, and to some extent paved the way for, the
development of infinitesimal calculus. As early as the 1630s, the Italian mathematician
Bonaventura Cavalieri developed a geometrical approach to calculus known as
Cavalieri's principle, or the “method of indivisibles”. The Englishman John Wallis, who
systematized and extended the methods of analysis of Descartes and Cavalieri, also
made significant contributions towards the development of calculus, as well as
originating the idea of the number line, introducing the symbol ∞ for infinity and the term
“continued fraction”, and extending the standard notation for powers to include negative
integers and rational numbers. Newton's teacher Isaac Barrow is usually credited with
the discovery (or at least the first rigorous statrement of) the fundamental theorem of
calculus, which essentially showed that integration and differentiation are inverse
operations, and he also made complete translations of Euclid into Latin and English.
Back in France, the young Descartes soon came to the conclusion that the key to
philosophy, with all its uncertainties and ambiguity, was to build it on the indisputable
facts of mathematics. To pursue his rather heretical ideas further, though, he moved
from the restrictions of Catholic France to the more liberal environment of the
Netherlands, where he spent most of his adult life, and where he worked on his dream
of merging algebra and geometry.
Any equation can be represented on the plane by plotting on it the solution set of the
equation. For example, the simple equation y = x yields a straight line linking together
the points (0,0), (1,1), (2,2), (3,3), etc. The equation y = 2x yields a straight line linking
together the points (0,0), (1,2), (2,4), (3,6), etc. More complex equations involving x2,x3,
etc, plot various types of curves on the plane.
As a point moves along a curve, then, its coordinates change, but an equation can be
written to describe the change in the value of the coordinates at any point in the figure.
Using this novel approach, it soon became clear that an equation like x2 + y2 = 4, for
example, describes a circle; y2 - 16x a curve called a parabola;x2⁄a2 + y2⁄b2 = 1 an
ellipse; x2⁄a2 - y2⁄b2 = 1 a hyperbola; etc.
He also had an influential rôle in the development of modern physics, a rôle which has
been, until quite recently, generally under-appreciated and under-investigated. He
provided the first distinctly modern formulation of laws of nature and a conservation
principle of motion, made numerous advances in optics and the study of the reflection
and refraction of light, and constructed what would become the most popular theory of
planetary motion of the late 17th Century. His commitment to the scientific method was
met with strident opposition by the church officials of the day.
His revolutionary ideas made him a centre of controversy in his day, and he died in
1650 far from home in Stockholm, Sweden. 13 years later, his works were placed on the
Catholic Church's "Index of Prohibited Books"
Fermat's mathematical work was communicated mainly in letters to friends, often with
little or no proof of his theorems. Although he himself claimed to have proved all his
arithmetic theorems, few records of his proofs have survived, and many mathematicians
have doubted some of his claims, especially given the difficulty of some of the problems
and the limited mathematical
tools available to Fermat.
One example of his many
theorems is the Two Square Fermat’s Theorem on Sums of Two Squares
Theorem, which shows that
any prime number which, when divided by 4, leaves a remainder of 1 (i.e. can be written
in the form 4n + 1), can always be re-written as the sum of two square numbers (see
image at right for examples).
His so-called Little Theorem is often used in the testing of large prime numbers, and is
the basis of the codes which protect our credit cards in Internet transactions today. In
simple (sic) terms, it says that if we have two numbers a and p, where p is a prime
number and not a factor of a, then amultiplied by itself p-1 times and then divided by p,
will always leave a remainder of 1. In mathematical terms, this is written: ap-1 =
1(mod p). For example, if a = 7 and p = 3, then 72 ÷ 3 should leave a remainder of 1,
and 49 ÷ 3 does in fact leave a remainder of 1.
Fermat identified a subset of numbers, now known as Fermat numbers, which are of the
form of one less than 2 to the power of a power of 2, or, written mathematically, 2 2n + 1.
The first five such numbers are: 21 + 1 = 3; 22 + 1 = 5; 24 + 1 = 17; 28 + 1 = 257; and
216 + 1 = 65,537. Interestingly, these are all prime numbers (and are known as Fermat
primes), but all the higher Fermat numbers which have been painstakingly identified
over the years are NOT prime numbers, which just goes to to show the value of
inductive proof in
mathematics.
There are clearly many solutions - indeed, an infinite number - when n = 2 (namely, all
the Pythagorean triples), but no solution could be found for cubes or higher powers.
Tantalizingly, Fermat himself claimed to have a proof, but wrote that “this margin is too
small to contain it”. As far as we know from the papers which have come down to us,
however, Fermat only managed to partially prove the theorem for the special case of n =
4, as did several other mathematicians who applied themselves to it (and indeed as had
earlier mathematicians dating back to Fibonacci, albeit not with the same intent).
Over the centuries, several mathematical and scientific academies offered substantial
prizes for a proof of the theorem, and to some extent it single-handedly stimulated the
development of algebraic number theory in the 19th and 20th Centuries. It was finally
proved for ALL numbers only in 1995 (a proof usually attributed to British mathematician
Andrew Wiles, although in reality it was a joint effort of several steps involving many
mathematicians over several years). The final proof made use of complex modern
mathematics, such as the modularity theorem for semi-stable elliptic curves, Galois
representations and Ribet’s epsilon theorem, all of which were unavailable in Fermat’s
time, so it seems clear that Fermat's claim to have solved his last theorem was almost
certainly an exaggeration (or at least a misunderstanding).
In addition to his work in number theory, Fermat anticipated the development of calculus
to some extent, and his work in this field was invaluable later to Newton and Leibniz.
While investigating a technique for finding the centres of gravity of various plane and
solid figures, he developed a method for determining maxima, minima and tangents to
various curves that was essentially equivalent to differentiation. Also, using an
ingenious trick, he was able to reduce the integral of general power functions to the
sums of geometric series.
Fermat’s correspondence with his friend Pascal also helped mathematicians grasp a
very important concept in basic probability which, although perhaps intuitive to us now,
was revolutionary in 1654, namely the idea of equally probable outcomes and expected
values.
But Pascal was also a mathematician of the first order. At Blaise Pascal (1623-1662)
the age of sixteen, he wrote a significant treatise on the
subject of projective geometry, known as Pascal's
Theorem, which states that, if a hexagon is inscribed in a circle, then the three
intersection points of opposite sides lie on a single line, called the Pascal line. As a
young man, he built a functional calculating machine, able to perform additions and
subtractions, to help his father with his tax calculations.
He is best known, however,
for Pascal’s Triangle, a
convenient tabular
presentation of binomial co-
efficients, where each number
is the sum of the two numbers
directly above it. A binomial is
a simple type of algebraic
expression which has just two
terms operated on only by
addition, subtraction,
multiplication and positive
whole-number exponents,
such as (x +y)2. The co-
efficients produced when a
binomial is expanded form a
symmetrical triangle (see
image at right).
Pascal also made the conceptual leap to use the Triangle to help solve problems in
probability theory. In fact, it was through his collaboration and correspondence with his
French contemporary Pierre de Fermat and the Dutchman Christiaan Huygens on the
subject that the mathematical theory of probability was born. Before Pascal, there was
no actual theory of probability - notwithstanding Gerolamo Cardano’s early exposition in
the 16th Century - merely an understanding (of sorts) of how to compute “chances” in
dice and card games by counting equally probable outcomes. Some apparently quite
elementary problems in probability had eluded some of the best mathematicians, or
given rise to incorrect solutions.
It fell to Pascal (with Fermat's help) to bring together the separate threads of prior
knowledge (includingCardano's early work) and to introduce entirely new mathematical
techniques for the solution of problems that had hitherto resisted solution. Two such
intransigent problems which Pascal and Fermat applied themselves to were the
Gambler’s Ruin (determining the chances of winning for each of two men playing a
particular dice game with very specific rules) and the Problem of Points (determining
how a game's winnings should be divided between two equally skilled players if the
game was ended prematurely). His work on the Problem of Points in particular, although
unpublished at the time, was
highly influential in the
unfolding new field.
Pascal then looked for a way of generalizing the problem that would avoid the tedious
listing of possibilities, and realized that he could use rows from his triangle of
coefficients to generate the numbers, no matter how many tosses of the coin remained.
As Fermat needed 2 more points to win the game and Pascal needed 3, he went to the
fifth (2 + 3) row of the triangle, i.e. 1, 4, 6, 4, 1. The first 3 terms added together (1 + 4 +
6 = 11) represented the outcomes where Fermat would win, and the last two terms (4 +
1 = 5) the outcomes where Pascal would win, out of the total number of outcomes
represented by the sum of the whole row (1 + 4 + 6 +4 +1 = 16).
Pascal and Fermat had grasped through their correspondence a very important concept
that, though perhaps intuitive to us today, was all but revolutionary in 1654. This was
the idea of equally probable outcomes, that the probability of something occurring could
be computed by enumerating the number of equally likely ways it could occur, and
dividing this by the total number of possible outcomes of the given situation. This
allowed the use of fractions and ratios in the calculation of the likelhood of events, and
the operation of multiplication and addition on these fractional probabilities. For
example, the probability of throwing a 6 on a die twice is 1⁄6x 1⁄6 = 1⁄36 ("and" works like
multiplication); the probability of throwing either a 3 or a 6 is 1⁄6 + 1⁄6 = 1⁄3 ("or" works like
addition).
Later in life, Pascal and his sister Jacqueline strongly identified with the extreme
Catholic religious movement of Jansenism. Following the death of his father and a
"mystical experience" in late 1654, he had his "second conversion" and abandoned his
scientific work completely, devoting himself to philosophy and theology. His two most
famous works, the "Lettres provinciales" and the "Pensées", date from this period, the
latter left incomplete at his death in 1662. They remain Pascal’s best known legacy, and
he is usually remembered today as one of the most important authors of the French
Classical Period and one of the greatest masters of French prose, much more than for
his contributions to mathematics.
Over two miraculous years, during the time of the Great Plague of 1665-6, the young
Newton developed a new theory of light, discovered and quantified gravitation, and
pioneered a revolutionary new approach to mathematics: infinitesimal calculus. His
theory of calculus built on earlier work by his fellow Englishmen John Wallis and Isaac
Barrow, as well as on work of such Continental mathematicians as René
Descartes, Pierre de Fermat, Bonaventura Cavalieri, Johann van Waveren Hudde and
Gilles Personne de Roberval. Unlike the static geometry of the Greeks, calculus allowed
mathematicians and engineers to make sense of the motion and dynamic change in the
changing world around us,
such as the orbits of planets,
the motion of fluids, etc.
Without going into too much complicated detail, Newton (and his contemporary Gottfried
Leibnizindependently) calculated a derivative function f ‘(x) which gives the slope at any
point of a function f(x). This process of calculating the slope or derivative of a curve or
function is called differential calculus or differentiation (or, in Newton’s terminology, the
“method of fluxions” - he called the instantaneous rate of change at a particular point on
a curve the "fluxion", and the changing values of x and y the "fluents"). For instance, the
derivative of a straight line of the type f(x) = 4x is just 4; the derivative of a squared
function f(x) = x2 is 2x; the derivative of cubic functionf(x) = x3 is 3x2, etc. Generalizing,
the derivative of any power function f(x) = xr is rxr-1. Other derivative functions can be
stated, according to certain rules, for exponential and logarithmic functions,
trigonometric functions such as sin(x), cos(x), etc, so that a derivative function can be
stated for any curve without discontinuities. For example, the derivative of the curve f(x)
= x4 - 5x3 + sin(x2) would be f ’(x) = 4x3 - 15x2 + 2xcos(x2).
Having established the derivative function for a particular curve, it is then an easy
matter to calcuate the slope at any particular point on that curve, just by inserting a
value for x. In the case of a time-distance graph, for example, this slope represents the
speed of the object at a
particular point.
The “opposite” of
differentiation is integration or
integral calculus (or, in
Newton’s terminology, the
“method of fluents”), and
together differentiation and
integration are the two main
operations of calculus.
Newton’s Fundamental
Theorem of Calculus states
that differentiation and
integration are inverse
operations, so that, if a
function is first integrated and
then differentiated (or vice
versa), the original function is
retrieved.
Newton chose not to publish his revolutionary mathematics straight away, worried about
being ridiculed for his unconventional ideas, and contented himself with circulating his
thoughts among friends. After all, he had many other interests such as philosophy,
alchemy and his work at the Royal Mint. However, in 1684, the
German Leibniz published his own independent version of the theory, whereas Newton
published nothing on the subject until 1693. Although the Royal Society, after due
deliberation, gave credit for the first discovery to Newton (and credit for the first
publication to Leibniz), something of a scandal arose when it was made public that the
Royal Society’s subsequent accusation of plagiarism against Leibniz was actually
authored by none other Newton himself, causing an ongoing controversy which marred
the careers of both men.
Later in life, he wrote a number of religious tracts dealing with the literal interpretation of
the Bible, devoted a great deal of time to alchemy, acted as Member of Parliament for
some years, and became perhaps the best-known Master of the Royal Mint in 1699, a
position he held until his death in 1727. In 1703, he was made President of the Royal
Society and, in 1705, became the first scientist ever to be knighted. Mercury poisoning
from his alchemical pursuits perhaps explained Newton's eccentricity in later life, and
possibly also his eventual death.
But, between his work on philosophy and logic and his day
job as a politician and representative of the royal house of
Hanover, Leibniz still found time to work on mathematics.
He was perhaps the first to explicitly employ the
mathematical notion of a function to denote geometric
concepts derived from a curve, and he developed a
system of infinitesimal calculus, independently of his
contemporary Sir Isaac Newton. He also revived the Gottfried Leibniz (1646-1716)
ancient method of solving equations using matrices,
invented a practical calculating machine and pioneered the use of the binary system.
Like Newton, Leibniz was a member of the Royal Society in London, and was almost
certainly aware of Newton’s work on calculus. During the 1670s (slightly later
than Newton’s early work), Leibniz developed a very similar theory of calculus,
apparently completely independently. Within the short period of about two months he
had developed a complete theory of differential calculus and integral calculus (see the
section on Newtonfor a brief description and explanation of the development of
calculus).
Unlike Newton, however, he
was more than happy to
publish his work, and so
Europe first heard about
calculus from Leibniz in 1684,
and not from Newton(who
published nothing on the
subject until 1693). When the
Royal Society was asked to
adjudicate between the rival
claims of the two men over the
development of the theory of
calculus, they gave credit for
the first discovery to Newton,
and credit for the first
publication to Leibniz.
However, the Royal Society,
by then under the rather
biassed presidency
of Newton himself, later also
accused Leibniz of plagiarism,
a slur from which Leibniz
never really recovered.
Leibniz is also often considered the most important logician between Aristotle in Ancient
Greece and George Boole and Augustus De Morgan in the19th Century. Even though
he actually published nothing on formal logic in his lifetime, he enunciated in his working
drafts the principal properties of what we now call conjunction, disjunction, negation,
identity, set inclusion and the empty set.