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CHAPTER - VI
ANALYTICAL OBSERVATIONS
The Greeks were keen in putting any mathematical concept on the frying
pan of logic. Pythagoras invented the word philosophy, which means “love of
wisdom”. He searched wisdom by studying numbers. The philosophy of
Pythagoras (569-500 B.C) that “everything is number” reigned Greek
mathematics for a long time. But it became obsolete after the discovery of
incommensurable numbers. Incommensurable numbers arose with
from ‘horror to the infinite’ and allowed arithmetic not to enter into their
geometric investigations. They took shelter in the “safe” framework of geometry.
Geometry was regarded by them as present throughout in nature and the idealized
concepts of geometry appeared to them to be realized in the material world.
revolution
volume of an inscribed and two-thirds of the volume of
ellipsoid of circumscribed cylinder circumscribed cylinder
revolution
6.3: KEY-BRIDGE
During nearly two thousand years, no new method was invented to enable
mathematicians to rise to a higher generality than those of Archimedes, Eudoxus
etc.
relation between the areas (volumes) of the figures are derived. The foundations
of Cavalierie’s indivisible techniques rest upon two complementary but distinct
approaches viz. collective and distributive approaches. It is observed that
distributive approach was necessary to develop to meet the objections that might
be raised against the comparison of infinite number of indivisibles (lines and
planes). The method of Cavalieri was severely criticized by some of his
contemporaries like Guldin.
Kepler believed that the creator had made the universe in harmony where
all things are commensurable leading to the reconciliation of the curvilinear and
the rectilinear figures. In his treatise entitled Nova Stereontetria lioltorunt;
accessit stereonzetrix Archimedes supplementunt (1615), he discussed a number
of solids of revolution formed by conic section about any ordinate, or a tangent at
the vertex, or any line within or without the curve. When he applied this concept
in his work on wine-barrels, he found that when the volume of wine barrel
became maximum, the difference in the volume changes less and less. Thus, the
practical problem of measuring the volume of wine barrel inspired him to make
important contributions to the development of both integral and differential
calculus. Such observations influenced Fermat in developing his method of
finding maxima and minima of functions.
Analytical Observations 138
In this treatise, Kepler introduced for the first time the name and notion of
“infinity” into the language of geometry. He considered a circle as composed of
an “infinite” number of triangles, having their common vertex at the centre and
forming the circumference by their bases.
By the first half of 17th century, a radically different approach to the area
problem was made. The area of a region was thought to be made up of small
slices that are infinitely narrow. The slices do not have width measured by an
ordinary number. In this regard, Cavalieri’s principle i.e method of indivisibles
can be pointed to. The area of the region was thought of as a kind of “sum” of the
areas of the infinitely narrow slices. Of course, it was not possible to add the
infinite number of infinitely small areas at that time. Although this approach
Analytical Observations 139
yielded some impressive results of infinite series which was calculated by some
extraordinary methods by the medieval scholars. These methods may be viewed
as a bridge between method of exhaustion and integral calculus.
n4 n3 n2
13 + 2 3 + 33 + .......... ..... + n 3 = + +
4 2 4
n5 n 4 n3 n
14 + 2 4 + 34 + ..................... + n 4 = + + −
5 2 3 30
in the 11th century.
Neil’s rectification of a curve y = f(x) was done with the help of the area
beneath an auxiliary curve. In case of rectification of a semi- cubical parabola
Analytical Observations 141
The calculation of areas and volumes that involve only the summation
(integration) of polynomials were known by the Arabic mathematician Al-
Haytham. In the 17th century this work has been extensively elaborated by
Cavalieri, Fermat and Wallis.
Hudde and Sluse used algorithm to determine tangents and these algorithms were
modified later by Newton.
Bernoulli supposed the centre of a circle to lie on the normal to a curve and the
centre to vary until three of the points of intersection of the circle with the curve
became coincident. Thus, the problem reduced to finding three equal roots.
Applying this method, he showed that the evolute of a parabola was a
semicubical parabola.
The method of maxima and minima given by Fermat later became the
algorithm for obtaining first derivative of an algebraic polynomial. Viete, in his
Introduction to the Analytic Art of 1591, a distinction between parameters
(known) and variables (unknown) was introduced. In order to set up equations, he
Analytical Observations 144
introduced vowels A,E,I,O,U for variables and consonants for parameters. The
term ‘adequality’ used by Fermat comes from the Latin adequatio which is again
a translation of the Greek term parisotes used by Diophantus in describing the
approximation of a number as closely as possible.
• Archimedean problems
• Algebraic computational techniques of finding tangent by
Descartes
• Introduction and use of infinitesimals by Fermat and Barrow
• Problems and processes leading to the infinite.
• Problems of area and antiderivativative
ax 2 + bxy + cy 2 + dx + ey + f = 0
Newton and Leibniz did not invent the same calculus. They invented quite
different versions of the infinitesimal calculus each to fulfill their own interests
and purposes. There were sufficient differences between Newton and Leibniz in
respect of how they conceived of the subject. One significant aspect of their
works was the generality of their methods. Both of them were involved in the
process of inventing mathematical systems to deal with variable quantities. They
did not invent the subject from nothing. Many ideas of the foundations required
to invent calculus were already known in the past century.
His Principia (1689) includes the first type of calculus. Here, he made use
of infinitely small quantities; but apparently recognized that this was not
scientific.
The second type was that of fluxions. In his Methods of Fluxions (1671) he
stated that the moment of flowing quantities are as the velocities of their flowing
dy dy dx
which may be expressed in Leibniz’ notation as = :
dx dt dt
nn − n
x n + nox n −1 + oox n − 2 + .......... .........
2
and horizontal components of the speed (instantaneous) x& and y& respectively of
a moving point along the curve. Before writing dot notation till early 1690, he
used p and q in place of x& and y& . Parallelogram law for the addition of constant
velocity vectors was well known before Newton. He applied it only for
instantaneous velocity vectors. The strength of this approach is that it has a
logical basis based on an imaginable physical phenomenon. This method
provides the basic for his method of fluxions. Here a function is regarded as the
intersection of two moving lines, one vertical and other horizontal, both varying
with respect to time.
The approaches of both Newton and Leibniz have certain strange and
fantastical qualities. While studying motion, which was Newton’s focal idea, the
derivative of an expression which defines the position of a moving point in time t
represents the velocity of the moving point. Because of the power and generality
of the rules of both men, the attention from a particular tangent line shifted to the
derivatives and their rules.
The area and tangent seem to be of different concepts. It is natural for one
to imagine how could knowledge of one provide a means for getting knowledge
of the other? Issac Barrow(1630-1677) in his Lectiones Geometrica of 1670 gave
an indication that if the quadrature of a curve y = f(x) is known, with the area up
to x given by F(x), then subtangent to the curve y = F(x) is measured by the ratio
of its ordinate to the ordinate of the original curve.
On getting a clue, Newton gave a basic idea that the area problem could
be related to a tangent problem. In other words the area problem may be
converted to problem of derivative or rate of change. This insight of Newton was
so much creative and vital to calculus that it brought a deep issue to the surface
Analytical Observations 149
and lead to the Fundamental Theorem of Calculus. Newton was the first to
establish algorithm and to state the Fundamental Theorem of Calculus. Although,
his predecessor Torricelli and Issac Barrow had an intuitive ideas of the inverse
relationship between tangent and quadrature problems while studying the time
and motion concepts in regard to curves.
With the help of antiderivative, one can easily find the area beneath a
curve. Archimedes had no idea of antiderivative, yet he could find areas by
Eudoxus’ method of exhaustion coupled with his own awesome techniques. Thus
antiderivative connects the area problem to the derivative.
banish the “horror to the infinite” from mathematics and played a vital role to the
development and applications of calculus. Although the question of convergence
of these series were not discussed then.
Both Newton and Leibniz are regarded as the inventors of calculus, rather
than Fermat and Barrow because of power and flexibility of their calculus.
Newton’s vision on calculus mainly based on the works of Barrow and Fermat.
Leibniz used the symbol ∫ f ( x)dx for the integral of y for the first time
June, 1686. The basis of the symbol ∫ was the Latin word summa (sum), which
Leibniz stressed the need of proper application of his rules so that they
lead to correct and meaningful results .He stressed the need of general techniques
that can be applied to specific problems. But Newton gave importance to the
concrete results that can be generalized.
Newton introduced the product rule and chain rule, the quotient rule of
differentiation, Taylor’s series in a notation of individual importance. By this
particular notation, he used calculus in solving the problems of planetary
motions, the shape of the surface of a rotating fluid, the oblateness of the earth,
the motion of a weight sliding on a cycloid. These were discussed in his Principia
Mathematica (1687).
Leibniz’ ideas and notations were suitable for generalizing calculus from
single variable to multiple variables. Also the operator aspect of both derivative
and integral was highlighted by Leibniz.
In the notation battle, the “d-ism” of Leibniz’ calculus won against the
“dotage” of Newton’s fluxion notation.
Both of them were unable to place their ideas on a firm footing. We think
of mathematical ideas through a strictly logical procession of theorems based on
some basic definitions and axioms. But in case of the versions of pre-calculus, it
is not at all.
dy ( x + dx) 2 − x 2 ( x + dx + x)( x + dx − x)
= = = 2 x + dx
dx dx dx
To obtain the derivative 2x, one needs to neglect the infinitesimal term dx.
George Berkeley criticized the role of infinitesimal increments. The fact that the
increment dx was considered to be non-zero at the start of calculation (hence the
‘ghost’) and set to be zero at the end of the calculation (hence ‘departed
quantity’) i.e the former supposition that the increments were something and later
supposition that there be no increments. This is a false way of reasoning.
Analytical Observations 155
Berkeley admitted that the calculus may produce correct results, but for no solid
reason. The logic and method were severely criticized by him.
The modern definition of limit is less than 150 years old. Limits were
used for the first time for resolution of Paradoxes of Zeno (450 BC). Archimedes
(287-212 BC) encountered infinite series in his rigorous proofs of formulae for
some area and volume problems. Due to the absence of concept of limit, he
devised cumbersome but ingenious arguments called ‘reductio ad absurdum’ that
included the idea of limit. The word limit has nearly the same meaning as bound.
In calculus, however, it has a different meaning. The limit of a function at a point
is what the function is on the threshold of doing at that point. The word limit is
close to the Latin word limen, which means ‘threshold’.
Issac Newton also failed to identify the fundamental role of limit in the
beginning. He calculated the fluxion to curves, not quite derivative but very close
to it. On the other hand, in his Principia Mathematica (1689), he recognized that
the limit must be the starting point to tangent, quadrature and related problems.
Cauchy was the first who gave a definition of the integral of a continuous
function. It was stated in his "Resume des lecons donnees a l' Ecole Royale
Polytechnique sur le calcul infinitesimal": Let f (x) be a continuous function on
[a,b]. Take arbitrary points a = x0 < ... < xn = b in the interval [a,b] and partition
the interval into n subintervals [xi-1,xi] (i = 1, 2, ..., n). If
the "limit" of the sum
n
S= ∑ f ( xi −1 )( xi − xi −1 )
i =1
exists as the length of the longest subinterval tends to zero, then the limit is
known as the integral of f (x) on [a,b]. This is consistent with the modern
definition of the integral of a continuous function.
n
S= ∑ f (ξ )( x
i =1
i i − xi −1 )
In the 19th century, calculus was put on rigorous footing .Moreover, during
this period the calculus were generalized to Euclidean space and Complex plane.
The notion of integral was later generalized by Lebesgue. Calculus provides tools
like the limit and the infinite series which resolves the paradoxes of Zeno and
others.
The first proof of Rolle’s theorem was given by Michel Rolle in 1691 by
using the methods developed by the Dutch mathematician Johan Van Wavern
Hudde [38].
The Mean value theorem in its modern form was stated by Bernard
Bolzano and Augustine –Louis Cauchy (1789-1857)
and civilization. Many mathematical truths were known to the Indians when the
Greeks and the western world were ignorant of these. The Greeks were keen in
putting any mathematical concept on the frying pan of logic; whereas the Hindus
were mostly fond of giving the siddhaantic treatment (only the results to the
masses and the logical approach to the elite) to mathematics. “proof was
distasteful to Indian temperament as it was congenial to the Greek, the Hindus
were as apt on calculations as the Greeks were inapt” [6] .
The study of Dr. George Gheverghese Joseph reveals the fact that there is
strong circumstantial evidence of transmission of Indian discovery of calculus to
Western Europe via Jesuit missionaries from Kerala during 2nd half of 16th
century and “that knowledge , the team argues, may have eventually been passed
on to Newton himself” [20]. The question arises as to why the Jesuits were
interested to Indian mathematics? To this question there are several answers:
x3 x5 x7
i.e sin x = x − + − + ................................
3! 5! 7!
In the 16th and 17th century, prior to the discovery of clock technology of
18th century, some mathematicians and navigational theorist like Stevin,
Mersenne were aware of this fact. Matteo Ricci, a Jesuit missionary who was
trained in mathematics and astronomy under the guidance of Clavius, was sent to
Coimbra (Kerala) to learn local methods of time-keeping (jyotisa) from the
Brahmins and Moors of Cochin in about 1581. Capt. Ajit Vadakayil in his book
“Issac Newton, The Calculus Thief”(2011) states that Matteo Ricci borrowed
calculus Malayalam text from Calicut King and never returned it. He also states
that Wish and Hyne stole calculus texts from Trichur Temple Library a few years
later.
6.12: CONCLUSION
western world was ignorant of ancient Indian works for sufficiently long period,
because of language and communication problems. Other reason may be the
sense of negligence to the scientific communities of Non-European world which
was a legacy of European colonialism.