MATH302 Possible projects in the history of calculus and analysis 2010

Extra General references

Encyclopaedia of Mathematics. An updated and annotated translation of the Soviet Encyclopaedia. Kluwer, 1991. QA5.E51

Electronic reference sources:

http://www.credoreference.com.ezproxy.liv.ac.uk/

the Physical Sciences and Mathematics section of Oxford Reference Online http://www.oxfordreference.com.ezproxy.liv.ac.uk/views/SUBJECT_SEARCH.html?subject=s19

In modern times, the word ``analysis'' is used in mathematics to decribe all mathematics which derives from the study of calculus. The word ``calculus'' is used for mathematics involving differentiation and integration. The subject of Analysis is somewhat bigger than this, because even straightforward intergration, and certainly differential equations and other calculus calculations, lead one to think carefully about the nature of functions, and even numbers themselves. This is a modern view: people doing mathematics in the seventeenth and eighteenth, and even parhapd the nineteenth, centuries, mainly just on with the job of calculation, being confronted with questions about Meaning of their work but often (quite sensibly) not dwelling too much on such questions. Nevertheless the word ``analysis'' was used by Newton in his first paper on Calculus, and from then on.

One or two books are given in the list below which you might find useful. But the suggestion is that you start by looking in a general history, at relevant chapters. The general histories themselves have good and extensive bibliographies for each chapter. So you will have plenty of further references to check, some of which will probably be unobtainable, but some will and some of that will be original source material - possibly in a language which you do not know or are not very familiar with. But it is still worth looking at such material - you can then at least decide for yourself to what extent mathematics is a universal, or eternal, language.

Suggested Books

M.E. Baron: The origins of the infinitesimal caluculus. Pergamon, Oxford, 1969. QA21.B26.

June: Poincare and the three-body problem.

G.D. Birkhoff: Dynamical Systems, Amer. Math. Coll. Publ. Vol 9 (1927) QA845.B61

F. Cajori: A History of the conceptions of limits and fluxions. Store 6 (HCL stack 2) QA24.C13

J.Fauvel and J. Gray: THe History of Mathematics: A Reader, MacMillan (1987) QA21.F24

J. Gray: Linear differential equations and group theory from Riemann to Poincare. QA372.G77

G.W. Leibniz. The early mathematical manuscripts of Leibniz, with notes by J.M. Child. QA37.L52

Isaac Newton: Mathematical Principles of Natural Philosophy, third edition in 2 volumes translated into English by A. Motte. Introduction by F. Cajori. University of California Press. QA803.N56

Isaac Newton: The Mathematical works of Isaac Newton, introduced by D. Whiteside. QA3.N56.

H. Poincar\' e : Last essays of H. Poincar\' e, edited by I. Bolchic, QA8.6.P75

H. Poincar\' e: Les nouvelles methodes de la M\' ecanique Celeste reprint Dover 1957, QB351.P75

S. Smale, Dynamical Systems, Bull AMS 73 (1967) 747-817.

Any project on the History of Mathematics should ideally contain several elements. The subject matter for any project will be restricted in the period of time, the mathematical subject matter, and the people involved. A clear introductory description of the subject matter is of course essential. Some setting into historical, political and cultural context will be interesting and relevant. You will probably want to say something about the people who worked on the mathematics involved in the project. (I have avoided saying mathematicians because, of course, it is only relatively recently in historical terms that job descriptions have restricted to the point that people do describe themselves as mathematicians only.) It is of course important to give a clear description of the problems that interested these people, the way they tackled these problems, the mathematics they did as a result, what their contemporaries thought of their work, the significance in their own time and for future generations.

The titles below start from some subject area, with some suggestion of people you are likely to want to look up in the subject area, some key words from this mathematical subject matter, and some questions you might want to ask yourself and try to find the answers too. I do not myself necessarily know the answers to all these questions.

Suggested Project Titles

  • 1. Numbers: real, rational, integer.

    Rational and irrational numbers. When and what were the earliest proofs of irrationality of the square root of 2, pi, e? Continued fractions: what are they, what is the earliest use of them you can find, who else used them? Algebraic and transcendental numbers. Cauchy sequences. Dedekind cuts. The Peano axioms for integers. Eudoxus, Hermite, Weierstrass, Hamilton, Cantor. How many real numbers are there?

  • 2. The development of calculus.

    The Greek technique of exhaustion, Roberval, Tonnicelli, Fermat, D\' escartes, Barrow, Kepler, Cavalieri, Wallis, Wren, Huygens (not necessarily all of these!) and of course, Newton, Leibniz. You might prefer to concentrate on the work of Newon and/or Leibniz, perhaps give an account of the controversy about precedence, and the impact on mathematics for some time to come.

  • 3. Complex Numbers and Analysis.

    (Of course, complex numbers are not only important in Analysis.) What are the earliest uses of complex numbers that you can find. What are the latest recorded protests against the use of complex numbers that you can find? Geometrical Representaion of complex numbers (Argand, Wessel). Partial fractions, their use in integration, relation with complex functions (John Bernoulli). Exponential, cosine and sine functions (Euler, de Moivre). Use of complex functions to evalutate real integrals such as the integral of cos x divided by a polynomial. (Euler, d'Alembert, Laplace). Cauchy's fundamental work on complex analysis. (Contour integrals, Cauchy's Theorem: to what extent is it really his theorem?) holomorphic functions and Taylor's theorem.

  • 4. Ordinary Differential Equations.

    Some key early examples: isochrone (a swinging pendulum problem): James Bernoulli, catenary/heavy string problem (John Bernoulli, Huygens, Leibniz) tractrix (James Bernoulli), Bernoulli's equation. Can you find any of the orginal works? If so, are any of the techniques at alll recongnizable, e.g. separation of variables? Who seems to have first introduced the technique? What about the Integrating factor technique? Clairaut, singular solutions. LInear equations. Series solutions of differential equations. Possibly the history of existence theorems.

  • 5. Calculus of Variations.

    A Calculus of Variations Problems are very important in the history of calculus and analysis. The isochrone, brachistochrone, heavy string/catenary (again) Geodesics. John and James Bernoulli. Dido's problem. (What is it, who was Dido anyway, and who considered the problem more recently than Dido?) Euler and Euler's differential equation. Fermat and light: Principle of Least Time. Huygens. Maupertuis: Principle of Least Action. Lagrange, mechanics. Later developments: minimal surfaces?

  • 6. Infinite series.

    Where does the formula for the sum of a geometric series originate? Who said: ``divergent series are the invention of the devil ...with the exception of the geometric series, there does not exist in all of mathematics a single infinite series the sum of which has been determined rigorously''? What is the earliest known written proof of divergence of the sum of 1/k ? Is there more than one proof? What about the value of reciproals of squares of integers, or other powers? Convergence/divergence of series, Euler constant. Absolute convergence, rearrangements of series, radius of convergence. Kerala School of Astronomy and Mathematics, Euler, Abel, Cauchy, Bolzano, Gauss.

  • 7. The Wave Equation and Fourier series/ partial differential equations.

    Can you find the early works of Euler and d'Alembert on the wave equation, in particular, d'Alembert's derivation of the wave equation for a vibrating string, and his solution? Connection with what are now called Fourier series and the (big) question of which functions can be represented as Fourier series. But when did Fourier first work with them, and why? Lagrange, Laplace. Connection with music, J-P. Rameau. The equation of the drum: Euler, Bessel functions.

    Alternatively, it would be possible to do a project on partial differential equations with less emphasis on Fourier series. The wave equation in its various forms is obviously an important example. Another supremely important example is the Lapalace equation in its various forms. What is it? (Have you come across it?) Why is it called that? Euler, Lagrange, Gauss, Legendre, Laplace, Fourier, Poisson, Green and (especially in two dimensions) Cauchy, Riemann. Minimal surfaces and the Laplace equation. Characteristics. Monge.

  • 8. Functions.

    What is a function? What different definitions have various people used over the past four centuries? The ``closed'' form and others. Represntation of functions (which) by Taylor series, Fourier series. Special functions: sin, cosine, hyperbolic, Bessel, elliptic. (How did some or all of these first arise, do you think?) Continuous, differentiable, nowhere differentiable, spacefilling functions. Weierstrass. (He is a possible subject of a biographical project.) Functions defined by series, uniform approximation.

    9. The History of Dynamical Systems.

    In some ways this will be a harder topic than the others because interest in dynamics in the twentieth century was high - and recent history tends not to have textbooks written about it. So any work on this topic would need more looking at direct mathematical sources. A good place to start might be the introduction to W. Szlenk's Dynamical Systems (QA614.8.S99) which has some limited historical comments. Key people whose bibliographical details are worth looking up include Henri Poincare, George Birkhoff, Mary Cartwright, Stephen Smale. Some precise references are given in ``suggested books''