| Vernor Arguedas T | Revista Digital Matemática, Educación e Internet |

 

 

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In order to throw light on the importance of certain problems, I may also refer to Weierstrass, who spoke of it as his happy fortune that he found at the outset of his scientific career a problem so important as Jacobi's problem of inversion on which to work.

Having now recalled to mind the general importance of problems in mathematics, let us turn to the question from what sources this science derives its problems. Surely the first and oldest problems in every branch of mathematics spring from experience and are suggested by the world of external phenomena. Even the rules of calculation with integers must have been discovered in this fashion in a lower stage of human civilization, just as the child of today learns the application of these laws by empirical methods. The same is true of the first problems of geometry, the problems bequeathed us by antiquity, such as the duplication of the cube, the squaring of the circle; also the oldest problems in the theory of the solution of numerical equations, in the theory of curves and the differential and integral calculus, in the calculus of variations, the theory of Fourier series and the theory of potential--to say nothing of the further abundance of problems properly belonging to mechanics, astronomy and physics.

But, in the further development of a branch of mathematics, the human mind, encouraged by the success of its solutions, becomes conscious of its independence. It evolves from itself alone, often without appreciable influence from without, by means of logical combination, generalization, specialization, by separating and collecting ideas in fortunate ways, new and fruitful problems, and appears then itself as the real questioner. Thus arose the problem of prime numbers and the other problems of number theory, Galois's theory of equations, the theory of algebraic invariants, the theory of abelian and automorphic functions; indeed almost all the nicer questions of modern arithmetic and function theory arise in this way.

In the meantime, while the creative power of pure reason is at work, the outer world again comes into play, forces upon us new questions from actual experience, opens up new branches of mathematics, and while we seek to conquer these new fields of knowledge for the realm of pure thought, we often find the answers to old unsolved problems and thus at the same time advance most successfully the old theories. And it seems to me that the numerous and surprising analogies and that apparently prearranged harmony which the mathematician so often perceives in the questions, methods and ideas of the various branches of his science, have their origin in this ever-recurring interplay between thought and experience.

It remains to discuss briefly what general requirements may be justly laid down for the solution of a mathematical problem. I should say first of all, this: that it shall be possible to establish the correctness of the solution by means of a finite number of steps based upon a finite number of hypotheses which are implied in the statement of the problem and which must always be exactly formulated. This requirement of logical deduction by means of a finite number of processes is simply the requirement of rigor in reasoning. Indeed the requirement of rigor, which has become proverbial in mathematics, corresponds to a universal philosophical necessity of our understanding; and, on the other hand, only by satisfying this requirement do the thought content and the suggestiveness of the problem attain their full effect. A new problem, especially when it comes from the world of outer experience, is like a young twig, which thrives and bears fruit only when it is grafted carefully and in accordance with strict horticultural rules upon the old stem, the established achievements of our mathematical science.

Besides it is an error to believe that rigor in the proof is the enemy of simplicity. On the contrary we find it confirmed by numerous examples that the rigorous method is at the same time the simpler and the more easily comprehended. The very effort for rigor forces us to find out simpler methods of proof. It also frequently leads the way to methods which are more capable of development than the old methods of less rigor. Thus the theory of algebraic curves experienced a considerable simplification and attained greater unity by means of the more rigorous function-theoretical methods and the consistent introduction of transcendental devices. Further, the proof that the power series permits the application of the four elementary arithmetical operations as well as the term by term differentiation and integration, and the recognition of the utility of the power series depending upon this proof contributed materially to the simplification of all analysis, particularly of the theory of elimination and the theory of differential equations, and also of the existence proofs demanded in those theories. But the most striking example for my statement is the calculus of variations. The treatment of the first and second variations of definite integrals required in part extremely complicated calculations, and the processes applied by the old mathematicians had not the needful rigor. Weierstrass showed us the way to a new and sure foundation of the calculus of variations. By the examples of the simple and double integral I will show briefly, at the close of my lecture, how this way leads at once to a surprising simplification of the calculus of variations. For in the demonstration of the necessary and sufficient criteria for the occurrence of a maximum and minimum, the calculation of the second variation and in part, indeed, the wearisome reasoning connected with the first variation may be completely dispensed with--to say nothing of the advance which is involved in the removal of the restriction to variations for which the differential coefficients of the function vary but slightly.

While insisting on rigor in the proof as a requirement for a perfect solution of a problem, I should like, on the other hand, to oppose the opinion that only the concepts of analysis, or even those of arithmetic alone, are susceptible of a fully rigorous treatment. This opinion, occasionally advocated by eminent men, I consider entirely erroneous. Such a one-sided interpretation of the requirement of rigor would soon lead to the ignoring of all concepts arising from geometry, mechanics and physics, to a stoppage of the flow of new material from the outside world, and finally, indeed, as a last consequence, to the rejection of the ideas of the continuum and of the irrational number. But what an important nerve, vital to mathematical science, would be cut by the extirpation of geometry and mathematical physics! On the contrary I think that wherever, from the side of the theory of knowledge or in geometry, or from the theories of natural or physical science, mathematical ideas come up, the problem arises for mathematical science to investigate the principles underlying these ideas and so to establish them upon a simple and complete system of axioms, that the exactness of the new ideas and their applicability to deduction shall be in no respect inferior to those of the old arithmetical concepts.

To new concepts correspond, necessarily, new signs. These we choose in such a way that they remind us of the phenomena which were the occasion for the formation of the new concepts. So the geometrical figures are signs or mnemonic symbols of space intuition and are used as such by all mathematicians. Who does not always use along with the double inequality a > b > c the picture of three points following one another on a straight line as the geometrical picture of the idea "between"? Who does not make use of drawings of segments and rectangles enclosed in one another, when it is required to prove with perfect rigor a difficult theorem on the continuity of functions or the existence of points of condensation? Who could dispense with the figure of the triangle, the circle with its center, or with the cross of three perpendicular axes? Or who would give up the representation of the vector field, or the picture of a family of curves or surfaces with its envelope which plays so important a part in differential geometry, in the theory of differential equations, in the foundation of the calculus of variations and in other purely mathematical sciences?

The arithmetical symbols are written diagrams and the geometrical figures are graphic formulas; and no mathematician could spare these graphic formulas, any more than in calculation the insertion and removal of parentheses or the use of other analytical signs.

The use of geometrical signs as a means of strict proof presupposes the exact knowledge and complete mastery of the axioms which underlie those figures; and in order that these geometrical figures may be incorporated in the general treasure of mathematical signs, there is necessary a rigorous axiomatic investigation of their conceptual content. Just as in adding two numbers, one must place the digits under each other in the right order, so that only the rules of calculation, i. e., the axioms of arithmetic, determine the correct use of the digits, so the use of geometrical signs is determined by the axioms of geometrical concepts and their combinations.

The agreement between geometrical and arithmetical thought is shown also in that we do not habitually follow the chain of reasoning back to the axioms in arithmetical, any more than in geometrical discussions. On the contrary we apply, especially in first attacking a problem, a rapid, unconscious, not absolutely sure combination, trusting to a certain arithmetical feeling for the behavior of the arithmetical symbols, which we could dispense with as little in arithmetic as with the geometrical imagination in geometry. As an example of an arithmetical theory operating rigorously with geometrical ideas and signs, I may mention Minkowski's work, Die Geometrie der Zahlen.2

Some remarks upon the difficulties which mathematical problems may offer, and the means of surmounting them, may be in place here.

If we do not succeed in solving a mathematical problem, the reason frequently consists in our failure to recognize the more general standpoint from which the problem before us appears only as a single link in a chain of related problems. After finding this standpoint, not only is this problem frequently more accessible to our investigation, but at the same time we come into possession of a method which is applicable also to related problems. The introduction of complex paths of integration by Cauchy and of the notion of the IDEALS in number theory by Kummer may serve as examples. This way for finding general methods is certainly the most practicable and the most certain; for he who seeks for methods without having a definite problem in mind seeks for the most part in vain.

In dealing with mathematical problems, specialization plays, as I believe, a still more important part than generalization. Perhaps in most cases where we seek in vain the answer to a question, the cause of the failure lies in the fact that problems simpler and easier than the one in hand have been either not at all or incompletely solved. All depends, then, on finding out these easier problems, and on solving them by means of devices as perfect as possible and of concepts capable of generalization. This rule is one of the most important levers for overcoming mathematical difficulties and it seems to me that it is used almost always, though perhaps unconsciously.

Occasionally it happens that we seek the solution under insufficient hypotheses or in an incorrect sense, and for this reason do not succeed. The problem then arises: to show the impossibility of the solution under the given hypotheses, or in the sense contemplated. Such proofs of impossibility were effected by the ancients, for instance when they showed that the ratio of the hypotenuse to the side of an isosceles right triangle is irrational. In later mathematics, the question as to the impossibility of certain solutions plays a preeminent part, and we perceive in this way that old and difficult problems, such as the proof of the axiom of parallels, the squaring of the circle, or the solution of equations of the fifth degree by radicals have finally found fully satisfactory and rigorous solutions, although in another sense than that originally intended. It is probably this important fact along with other philosophical reasons that gives rise to the conviction (which every mathematician shares, but which no one has as yet supported by a proof) that every definite mathematical problem must necessarily be susceptible of an exact settlement, either in the form of an actual answer to the question asked, or by the proof of the impossibility of its solution and therewith the necessary failure of all attempts. Take any definite unsolved problem, such as the question as to the irrationality of the Euler-Mascheroni constant C, or the existence of an infinite number of prime numbers of the form 2n + 1. However unapproachable these problems may seem to us and however helpless we stand before them, we have, nevertheless, the firm conviction that their solution must follow by a finite number of purely logical processes.

Is this axiom of the solvability of every problem a peculiarity characteristic of mathematical thought alone, or is it possibly a general law inherent in the nature of the mind, that all questions which it asks must be answerable? For in other sciences also one meets old problems which have been settled in a manner most satisfactory and most useful to science by the proof of their impossibility. I instance the problem of perpetual motion. After seeking in vain for the construction of a perpetual motion machine, the relations were investigated which must subsist between the forces of nature if such a machine is to be impossible;3 and this inverted question led to the discovery of the law of the conservation of energy, which, again, explained the impossibility of perpetual motion in the sense originally intended.

This conviction of the solvability of every mathematical problem is a powerful incentive to the worker. We hear within us the perpetual call: There is the problem. Seek its solution. You can find it by pure reason, for in mathematics there is no ignorabimus.

The supply of problems in mathematics is inexhaustible, and as soon as one problem is solved numerous others come forth in its place. Permit me in the following, tentatively as it were, to mention particular definite problems, drawn from various branches of mathematics, from the discussion of which an advancement of science may be expected.

Let us look at the principles of analysis and geometry. The most suggestive and notable achievements of the last century in this field are, as it seems to me, the arithmetical formulation of the concept of the continuum in the works of Cauchy, Bolzano and Cantor, and the discovery of non-euclidean geometry by Gauss, Bolyai, and Lobachevsky. I therefore first direct your attention to some problems belonging to these fields.  

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