| An overview of the History of Mathematics |
Mathematics starts with counting. It is not reasonable, however, to suggest that
early counting was Mathematics. Only when some record of the counting was kept
and, therefore, some representation of numbers occurred can Mathematics be said
to have started.
In Babylonia, Mathematics developed from 2000 BC. Earlier, a place value
notation number system had evolved over a lengthy period with a number base of
60. It allowed arbitrarily large numbers and fractions to be represented and so
proved to be the foundation of more high powered mathematical development.
Number problems such as that of the Pythagorean triples
(a,b,c) with a2+b2 =
c2 were studied from at least 1700 BC. Systems of linear
equations were studied in the context of solving number problems. Quadratic
equations were also studied and these examples led to a type of numerical
algebra.
Geometric problems relating to similar figures, area and volume were also
studied and values obtained for .
The Babylonian basis of Mathematics was inherited by the Greeks and
independent development by the Greeks began from around 450 BC. Zeno
of Elea's paradoxes led to the atomic theory of Democritus.
A more precise formulation of concepts led to the realisation that the rational
numbers did not suffice to measure all lengths. A geometric formulation of
irrational numbers arose. Studies of area led to a form of integration.
The theory of conic sections show a high point in pure
mathematical study by Apollonius.
Further mathematical discoveries were driven by the astronomy, for example the
study of trigonometry.
The major Greek progress in Mathematics was from 300 BC to 200 AD.
After this time progress continued in Islamic countries. Mathematics flourished
in particular in Iran, Syria and India. This work did not match the progress
made by the Greeks but in addition to the Islamic progress, it did preserve
Greek Mathematics. From about the 11th century, Adelard
of Bath, then later Fibonacci,
brought this Islamic Mathematics and its knowledge of Greek Mathematics back
into Europe.
Major progress in Mathematics in Europe began again at the
beginning of the 16th century with Pacioli,
then Cardan,
Tartaglia
and Ferrari
with the algebraic solution of cubic and quartic equations. Copernicus
and Galileo
revolutionised the applications of Mathematics to the study of the universe.
The progress in algebra had a major psychological effect and
enthusiasm for mathematical research, in particular research in algebra, spread
from Italy to Stevin
in Belgium and Vičte
in France.
The 17th century saw Napier,
Briggs
and others greatly extend the power of Mathematics as a calculatory science with
his discovery of logarithms. Cavalieri
made progress towards calculus with his infinitesimal methods and Descartes
added the power of algebraic methods to geometry.
Progress towards calculus continued with Fermat,
who, together with Pascal,
began the mathematical study of probability. However, calculus was to be the
topic of most significance to evolve in the 17th century.
Newton,
building on the work of many earlier mathematicians such as his teacher Barrow,
developed calculus into a tool to push forward the study of nature. His work
contained a wealth of new discoveries showing the interaction between
Mathematics, Physics and Astronomy. Newton's
theory of gravitation and his theory of light take us into the 18th century.
However we must also mention Leibniz,
whose much more rigorous approach to calculus (although still
unsatisfactory) was to set the scene for the mathematical work of the 18th
century rather than that of Newton.
Leibniz's
influence on the various members of the Bernoulli family was important in seeing
calculus grow in power and variety of application.
The most important mathematician of the 18th century was Euler
who, in addition to work in a wide range of mathematical areas, was to invent
two new branches, namely calculus of variations and differential geometry.
Euler
was also important in pushing forward with research in number theory begun so
effectively by Fermat.
Towards the end of the 18th century, Lagrange
was to begin a rigorous theory of functions and of mechanics. The period around
the turn of the century saw Laplace's
great work on celestial mechanics as well as major progress in synthetic
geometry by Monge
and Carnot.
The 19th century saw rapid progress. Fourier's
work on heat was of fundamental importance. In geometry, Plücker
produced fundamental work on analytic geometry and Steiner
in synthetic geometry.
Non-Euclidean geometry developed by Lobachevsky
and Bolyai
led to characterisation of geometry by Riemann.
Gauss,
thought by some to be the greatest mathematician of all time, studied quadratic
reciprocity and integer congruences. His work in differential geometry was to
revolutionise the topic. He also contributed in a major way to Astronomy and
magnetism.
The 19th century saw the work of Galois
on equations and his insight into the path that Mathematics would follow in
studying fundamental operations. Galois'
introduction of the group concept was to herald in a new direction for
mathematical research which has continued through the 20th century.
Cauchy,
building on the work of Lagrange
on functions, began rigorous analysis and began the study of the theory of
functions of a complex variable. This work would continue through Weierstrass
and Riemann.
Algebraic geometry was carried forward by Cayley
whose work on matrices and linear algebra complemented that by Hamilton
and Grassmann.
The end of the 19th century saw Cantor
invent set theory almost single handedly while his analysis of the concept of
number added to the major work of Dedekind
and Weierstrass
on irrational numbers
Analysis was driven by the requirements of mathematical physics
and astronomy. Lie's
work on differential equations led to the study of topological groups and
differential topology. Maxwell
was to revolutionise the application of analysis to mathematical physics.
Statistical mechanics was developed by Maxwell,
Boltzmann
and Gibbs.
It led to ergodic theory.
The study of integral equations was driven by the study of
electrostatics and potential theory. Fredholm's
work led to Hilbert
and the development of functional analysis.
Notation and communication
There are many major mathematical discoveries but only those which can be
understood by others lead to progress. However, the easy use and understanding
of mathematical concepts depends on their notation.
For example, work with numbers is clearly hindered by poor notation. Try
multiplying two numbers together in Roman numerals. What is MLXXXIV times
MMLLLXIX? Addition of course is a different matter and in this case Roman
numerals come into their own, merchants who did most of their arithmetic adding
figures were reluctant to give up using Roman numerals.
What are other examples of notational problems? The best known is probably
the notation for calculus used by Leibniz
and Newton.
Leibniz's
notation lead more easily to extending the ideas of calculus, while Newton's
notation although good to describe velocity and acceleration had much less
potential when functions of two variables were considered. British
mathematicians who patriotically used Newton's
notation put themselves at a disadvantage compared with the continental
mathematicians who followed Leibniz.
Let us think for a moment how dependent we all are on mathematical notation
and convention. Ask any mathematician to solve ax = b and you'll be given the
answer x = b/a. I'd be very surprised if you were given the answer a = b/x, but
why not? We are, often without realising it, using a convention that letters
near the end of the alphabet represent unknowns while those near the beginning
represent known quantities.
It was not always like this: Harriot
used a as his unknown as did others at this time. The convention we use (letters
near the end of the alphabet representing unknowns) was introduced by Descartes
in 1637. Other conventions have fallen out of favour, such as that due to Vičte
who used vowels for unknowns and consonants for knowns.
Of course ax = b contains other conventions of notation which we
use without noticing them. For example the sign "=" was introduced by Recorde
in 1557. Also ax is used to denote the product of a and x, the most efficient
notation of all since nothing has to be written!
Brilliant discoveries?
It is quite hard to understand the brilliance of major mathematical
discoveries. On the one hand they often appear as isolated flashes of brilliance
although in fact they are the culmination of work by many, often less able,
mathematicians over a long period.
For example, the controversy over whether Newton
or Leibniz
discovered calculus first can easily be answered. Neither did since Newton
certainly learnt calculus from his teacher Barrow.
Of course, I'm not suggesting that Barrow
should receive the credit for discovering calculus, I'm mearly pointing out
that calculus comes out of a long period of progress staring with Greek
Mathematics.
Now we are in danger of reducing major mathematical discoveries as no more
than the luck of who was working on a topic at "the right time". This too would
be completely unfair (although it does go some why to explain why two or more
people often discovered something independently around the same time). There is
still the flash of genius in the discoveries, often coming from a deeper
understanding or seeing the importance of certain ideas more clearly.
How we view history
We view the history of Mathematics from our own position of understanding and
sophistication. There can be no other way but nevertheless we have to try to
appreciate the difference between our viewpoint and that of mathematicians
centuries ago. Often the way Mathematics is taught today makes it harder to
understand the difficulties of the past.
There is no reason why anyone should introduce negative numbers just to be
solutions of equations such as x + 3 = 0. In fact, there is no real reason why
negative numbers should be introduced at all. Nobody owned -2 books. We can
think of 2 as being some abstract property which every set of 2 objects
possesses. This in itself is a deep idea. Adding 2 apples to 3 apples is one
matter. Realising that there are abstract properties 2 and 3 which apply to
every sets with 2 and 3 elements and that 2 + 3 = 5 is a general theorem which
applies whether they are sets of apples, books or trees moves from counting into
the realm of Mathematics.
Negative numbers do not have this type of concrete representation on which to
build the abstraction. It is not surprising that their introduction came only
after a long struggle. An understanding of these difficulties would benefit any
teacher trying to teach primary school children. Even the integers, which we
take as the most basic concept, have a sophistication which can only be properly
understood by examining the historical setting.
A challenge
If you think that mathematical discovery is easy then here is a challenge to
make you think. Napier,
Briggs
and others introduced the world to logarithms nearly 400 years ago. These were
used for 350 years as the main tool in arithmetical calculations. An amazing
amount of effort was saved using logarithms; how could the heavy calculations
necessary in the sciences ever have taken place without logs?
Then the world changed. The pocket calculator appeared. The logarithm remains
an important mathematical function but its use in calculating has gone for ever.
Here is the challenge. What will replace the calculator? You might say that
this is an unfair question. However let me remind you that Napier
invented the basic concepts of a mechanical computer at the same time as logs.
The basic ideas that will lead to the replacement of the pocket calculator are
almost certainly around us.
We can think of faster calculators, smaller calculators, better calculators
but we're asking for something as different from the calculator as the calculator
itself is from log tables. We could have an answer to our own question but it would
spoil the point of our challenge to say what it is. Think about it and realise
how difficult it was to invent non-Euclidean geometries, groups, general
relativity, set theory, .... .
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