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Upper    machine 

Channel  :  lower  is  that  of  Latham 


Monoplanes  at   Rheims. 

that    in    which    Bleriot    crossed    the    English 


THE 

SCIENCE-  HISTORY 
OF    THE    UNIVERSE 


FRANCIS   ROLT- WHEELER 

Managing  Editor 


IN  TEN  VOLUMES 


THE  CURRENT  LITERATURE  PUBLISHING  COMPANY 

NEW  YORK 

1909 


INTRODUCTIONS   BY 

Professor  E.  E.  Barnard,  A.M.,  Sc.D., 
Yerkes  Astronomical  Observatory. 

Professor  Charles  Baskerville,  Ph.D.,  F.C.S. 
Professor  of  Chemistry,  College  of  the  City  of  New  York. 

Director  William  T.  Hornaday,  Sc.D., 
President  of  New  York  Zoological  Society. 

Professor  Frederick  Starr,  S.B.,  S.M.,  Ph.D., 
Professor  of  Anthropology,  Chicago  University. 

Professor  Cassius  J.  Keyser,  B.S.,  A.M.,  Ph.D., 
Adrain   Professor  of  Mathematics,   Columbia  University 

Edward  J.  Wheeler,  A.M.,  Litt.D., 
Editor  of  'Current  Literature.' 


Professor  Hugo  Munsterberg,  A.B.,  M.D.,  Ph.D.,  LL.D., 
Professor  of  Psychology,  Harvard  University. 


EDITORIAL   BOARD 

Vol.  I — Waldemar  Kaempffert, 
'Scientific  American/ 

Vol.  II — Harold  E.  Slade,  C.E. 

Vol.  Ill — George  Matthew,  A.M.,  . 

Vol.  Ill — Professor  William  J.  Moore,  M.E., 

Assistant  Professor  of  Mechanical  Engineering,  Brooklyn 

Polytechnic  Institute. 

Vol.  IV — William  Allen  Hamor, 

Research  Chemist,  Chemistry  Department,  College  of  the 

City  of  New  York. 

Vol.  V — Caroline  E.  Stackpole,  A.M., 
Tutor  in  Biology,  Teachers'  College,  Columbia  University. 

Vol.  VI— Wm.  D.  Matthew,  A.B.,  Ph.B.,  A.M.,  Ph.D., 

Assistant    Curator,    Vertebrate    Paleontology,    American 

Museum  of  Natural  History. 

Vol.  VI — Marion  E.  Latham,  A.M., 
Tutor  in  Botany,  Barnard  College,  Columbia  University. 

Vol.  VII— Francis  Rolt-Wheeler,  S.T.D. 

Vol.  VII— Theodore  H.  Allen,  A.M.,  M.D. 

Vol.  VIII— L.  Leland  Locke,  A.B.,  A.M., 
Brooklyn  Training  School  for  Teachers. 

Vol.  VIII— Franz  Bellinger,  A.M.,  Ph.D. 

Vol.  IX— S.  J.  Woolf. 

Vol.  IX— Francis  Rolt-Wheeler,  S.T.D. 

Vol.  X — Professor  Charles  Gray  Shaw,  Ph.D., 
Professor  of  Ethics  and  Philosophy,  New  York  University. 

Leonard  Abbott, 
Associate  Editor  'Current  Literature/ 


THE 

SCIENCE  -  HISTORY 
OF     THE    UNIVERSE 


VOLUME  VIII 


PURE  MATHEMATICS 

By  L.   LELAND  LOCKE 


FOUNDATIONS  OF  MATHEMATICS 

By  PROFESSOR  CASSIUS  J.  KEYSER 


MATHEMATICAL  APPLICATIONS 

By  DR.  FRANZ  BELLINGER 


INTRODUCTION 

By  PROFESSOR  CASSIUS  J.  KEYSER 


Copyright,  1909,  by 
CURRENT    LITERATURE  PUBLISHING  COMPANY 


CONTENTS 

PART  I— PURE  MATHEMATICS 
Introduction  by  Professor  Cassius  J.  Keyser 

CHAPTER  PAGE 

I  Number I 

II  Calculation   34 

III  Powers  of  Numbers 58 

IV  Algebra 82 

V  Geometry  107 

VI     Trigonometry    153 

VII     Analytic   Geometry 164 

PART  II— FOUNDATIONS  OF  MATHEMATICS 
Special  Article  by  Prof.  Cassius  J.  Keyser  .   191 

PART  III— MATHEMATICAL  APPLICATIONS 

I  Early  Non-Mechanical  Applications 239 

II  Chronology  and  Horology 253 

III  Surveying  and  Navigation 273 

IV  Mechanical  Principles 291 

V  Machines  303 

VI  Aviation  315 


INTRODUCTION 

The  general  reader,  for  whom  this  writing  is  primarily 
designed,  though  he  be  college-bred,  and  may  thus  have 
had  a  mathematical  discipline  extending  possibly  through 
an  elementary  course  in  the  calculus,  probably  entertains 
very  erroneous  or  very  inadequate  notions  respecting  the 
proper  character  of  mathematics,  and  especially  respect- 
ing alike  its  marvelous  growth  in  modern  times  and  the 
great  range  and  variety  of  doctrines  that  the  term  has 
come  to  signify.  With  a  view  to  correcting  such  errors, 
at  least  in  some  measure,  if  they  exist,  and  in  order  to 
enhance  the  reader's  interest  and  to  enlighten  his  appre- 
ciation, it  seems  worth  while  to  preface  the  exposition 
proper  with  some  general  indications — albeit  they  must 
needs  be  mainly  of  an  exterior  kind — of  the  nature  and 
the  extent  of  the  science  whose  foundations  are  to  be 
subsequently  explained. 

Let  it  be  understood,  then,  that,  while  mathematics  is 
the  most  ancient  of  the  sciences,  it  is  not  surpassed  by 
any  of  them  in  point  of  modernity,  but  is  flourishing  even 
to-day  as  never  before,  and  at  a  rate  unsurpassed  by  any 
rival.  To  compare  it  to  a  deep-rooted  giant  tree  of 
manifold  high  and  far-branching  arms  is  not  an  adequate 
simile.    Rather  is  the  science  like  a  mighty  forest  of  such 


x  INTRODUCTION 

oaks.  These,  however,  literally  grow  into  and  through 
each  other,  so  that  by  the  junction  and  intercrescence 
of  limb  with  limb  and  root  with  root  and  trunk  with  trunk 
the  manifold  wood  becomes  a  single  living,  organic,  grow- 
ing whole.  The  mathematical  achievements  of  antiquity 
were  great  achievements.  The  works  of  Euclid  and 
Archimedes,  of  Apollonius  and  Diophantus,  will  endure 
forever  among  the  most  glorious  monuments  of  the  human 
intellect.  And  just  now,  owing  to  Dr.  Heath's  superb 
English  edition  of  Euclid's  'Elements' — a  beautiful  trans- 
lation of  the  thirteen  books  from  the  definitive  text  of 
Heiberg,  with  rich  bibliography  and  extensive  commen- 
tary setting  the  whole  matter  in  the  composite  light  of 
ancient  and  modern  geometric  research — one  sees  even 
better  than  ever  before  how  great,  mathematically,  was 
the  age  that  produced  the  immortal  Alexandrine  classic. 
Yet  the  'Elements'  of  Euclid  is  as  small  a  part  of  Mathe- 
matics as  the  Tliad'  is  of  Literature;  as  the  Tandects'  of 
Justinian  is  of  human  Jurisprudence;  or  as  the  sculpture 
of  Phidias  is  of  the  world's  total  Art. 

Not  the  age  of  Euclid,  but  our  own,  is  the  golden  age 
of  mathematics.  Ours  is  the  age  in  which  no  less  than 
six  international  congresses  of  mathematics  have  been 
held  in  the  course  of  ten  years.  To-day  there  exist  more 
than  a  dozen  mathematical  societies,  containing  a  growing 
membership  of  over  two  thousand  men  and  women  rep- 
resenting the  centers  of  scientific  light  throughout  the 
great  culture  nations  of  the  world.  In  our  time  more 
than  five  hundred  scientific  journals  are  each  devoted  in 
part,  while  more  than  two  score  others  are  devoted  ex- 
clusively,   to   the   publication   of   mathematics.     It   is   in 


INTRODUCTION  xi 

our  time  that  the  'Jahrbuch  (iber  die  Fortschritte  der 
Mathematik'  ('Yearbook  for  the  Progress  of  Mathe- 
matics'), tho  it  admits  only  condensed  abstracts  with 
titles  and  does  not  report  upon  all  the  journals,  has,  never- 
theless, grown  into  nearly  forty  huge  volumes  in  as  many 
years.  It  requires  no  less  than  the  seven  ponderous  tomes 
of  the  forthcoming  'Enkyclopadie  der  Mathematischen 
Wissenschaften'  ('Encyclopedia  of  the  Mathematical  Sci- 
ences') to  contain,  not  expositions,  not  demonstrations, 
but  merely  compact  reports  and  bibliographic  notices 
sketching  developments  that  have  taken  place  since  the 
beginning  of  the  nineteenth  century.  This  great  work  is 
being  supplemented  and  translated  into  the  French  lan- 
guage. Finally,  to  adduce  yet  another  evidence  of  like 
kind,  the  three  immense  volumes  of  Moritz  Cantor's 
^Geschichte  der  Mathematik'  ('History  of  Mathematics'), 
tho  they  do  not  aspire  to  the  higher  forms  of"  elaborate 
exposition,  and  tho  they  are  far  from  exhausting  the  pe- 
riod traversed  by  them,  yet  conduct  the  narrative  down 
only  to  1758.  (A  fourth  volume  in  continuation  of  Can- 
tor's work  has  recently  appeared.  It  was  composed  main- 
ly by  other  hands.)  That  date,  however,  but  marks  the 
time  when  mathematics,  then  schooled  for  over  a  hundred 
eventful  years  in  the  fast  unfolding  wonders  of  Analytic 
Geometry  and  the  Calculus,  and  rejoicing  in  these  the 
two  most  powerful  instruments  of  human  thought,  had 
but  fairly  entered  upon  her  modern  career.  And  so  fruit- 
ful have  been  the  intervening  years,  so  swift  the  march 
along  the  myriad  tracks  of  modern  Analysis  and  Geome- 
try, so  abounding  and  bold  and  fertile  withal  has  been 
the   creative   genius   of   the   time,   that   to   record,    even 


xii  INTRODUCTION 

briefly,  the  discoveries  and  the  creations  since  the  closing- 
date  of  Cantor's  work  would  require  an  addition  to  his 
great  volumes  of  a  score  of  volumes  more. 

It  is  little  wonder  that  so  vital  a  spirit  as  that  of  Ma- 
thesis,  increasing  in  intensity  and  more  and  more  abound- 
ing as  the  ages  have  passed — it  is  small  wonder  that  since 
pre-Aristotelian  times  it  has  challenged  the  mathematician 
and  the  philosopher  alike  to  tell  what  it  is — to  define 
mathematics ;  and  it  is  now  not  surprising  that  they  should 
try  in  vain  for  many  hundreds  of  years;  for,  naturally,; 
conception  of  the  science  has  had  to  grow  with  the  growth 
of  the  science  itself. 

Cassius  J.  Keyser. 


Editorial  Note— Beginning  on  page  J9J  will  be  found  a  notable 
paper  on  "The  Foundations  of  Mathematics/'  written  especially 
for  this  series  by  Professor  Keyser. 


MATHEMATICS 

CHAPTER  I 


The  notion  of  number  is  extremely  slow  to  develop,  both 
in  the  individual  and  in  the  race,  yet  it  has  its  origin  at 
such  a  remote  period  in  the  evolution  of  man  that  only  a 
possible  reconstruction  of  its  history  may  be  given.  Such 
an  account  may  built  up  mainly  from  three  sources,  a 
study  of  the  knowledge  and  use  of  number  among  peoples 
lowest  in  the  scale  of  civilization  at  the  present  time,  the 
genesis  of  the  number  concept  in  the  mind  of  the  child  and 
a  comparison  of  root  words  of  the  various  languages,  past 
and  present. 

Number  is  coeval  with  spoken  language,  and  probably 
antedates  by  a  long  period  any  written  language  or  sym- 
bolism. Primitive  man  recorded  the  results  of  hunting  or 
fishing  excursions,  the  number  of  warriors  in  the  opposing 
camp,  or  the  number  of  days'  journey  from  home  by  the 
use  of  pebbles,  shells,  knots  in  cord,  nicks  in  woods,  scores 
on  stone,  and,  most  important  for  the  present  study,  by  the 
fingers  and  toes. 

The  mode  of  recording  numbers  by  knots  on  cord  gave 
rise  to  the  term  "quipu"  reckoning,  from  the  Peruvian  lan- 
guage, quipu  meaning  knot.  Edward  Clodd,  in  'The  Story 
of  the  Alphabet,'  has  this  reference:  "The  quipu  has  a 
long  history,  and  is  with  us  in  the  rosary  upon  which 
prayers  are  counted,  in  the  knot  tied  in  a  handkerchief  to 


2  MATHEMATICS 

help  a  weak  memory,  and  in  the  sailor's  log-line."  Herod- 
otus tells  that  when  Darius  bade  the  Ionians  remain  to 
guard  the  floating  bridge  which  spanned  the  Ister,  he  "tied 
sixty  knots  in  a  thong,  saying :  'Men  of  Ionia,  do  keep  this 
thong  and  do  as  I  shall  say :  so  soon  as  ye  shall  have  seen 
me  go  forward  against  the  Scythians,  from  that  time  begin 
and  untie  a  knot  each  day ;  and  if  within  this  time  I  am 
not  here,  and  ye  find  that  the  days  marked  by  the  knots 
have  passed  by,  then  sail  away  to  your  own  lands/'  " 

The  quipu  reached  its  more  elaborate  form  among  the 
ancient  Peruvians.     It  consisted  of  a  main  cord,  to  which 


from    Peru. 


were  fastened  at  given  distances  thinner  cords  of  different 
colors,  each  cord  being  knotted  in  divers  ways  and  each 
color  having  its  own  significance.  Red  strands  stood  for 
soldiers,  yellow  for  gold,  white  for  silver,  green  for  corn, 
and  so  forth,  while  a  single  knot  meant  ten,  two  single 
knots  meant  twenty,  double  knots  one  hundred,  two  double 
knots  two  hundred.  Each  town  had  its  officer  whose 
special  function  was  to  tie  and  interpret  the  quipus.  They 
were  called  Ouipucamayocuna,  or  knot-officers  (compare 
'harpedonapfce,'  or  rope-stretchers,  in  connection  with  the 
Geometry  of  the  Egyptians). 

The  knot-reckoning  is  in  use  among  the  Puna  herdsmen 


NUMBER  3 

of  the  Peruvian  plateaux.  On  the  first  strand  of  the  quipu 
they  register  the  bulls,  on  the  second  the  cows,  these  again 
they  divide  into  milch-cows  and  those  that  are  dry;  the 
next  strands  register  the  calves,  the  next  the  sheep,  and  so 
forth,  while  other  strands  record  the  produce;  the  differ- 
ent colors  of  the  cords  and  the  twisting  of  the  knots  giv- 
ing the  key  to  the  several  purposes.  The  Paloni  Indians 
of  California  have  a  similar  practice,  concerning  whom 
Dr.  Hoffman  reports  that  each  year  a  certain  number  are 
chosen  to  visit  the  settlement  at  San  Gabriel  to  sell  native 
blankets.  "Every  Indian  sending  goods  provided  the  sales- 
man with  two  cords  made  of  twisted  hair  or  wool,  on  one 
of  which  was  tied  a  knot  for  every  real  received,  and  on 
another  a  knot  for  each  blanket  sold.  When  the  sum 
reached  ten  reals,  or  one  dollar,  a  double  knot  was  made. 
Upon  the  return  of  the  salesman  each  person  selected  from 
the  lot  his  own  goods,  by  which  he  would  at  once  perceive 
the  amount  due,  and  also  the  number  of  blankets  for  which 
the  salesman  was  responsible."  Hawaiian  tax-gatherers 
kept  accounts  of  the  assessable  property  throughout  the 
island  on  lines  of  cordage  from  four  to  five  hundred  fath- 
oms long. 

A  method  of  keeping  the  accounts  of  the  British  ex- 
chequer before  the  use  of  writing  paper  was  by  means  of 
tally  sticks.  These  were  of  willow  about  8  or  10  inches 
long.  Notches  were  cut,  a  deep  one  for  a  pound,  a  small 
one  for  a  shilling.  The  stick  was  then  sawed  half  in  two 
near  one  end  and  split  down  to  this  cut,  each  half  bearing 
a  record  of  the  notches.  The  shorter  piece  was  given  to 
the  depositor  and  the  bank  retained  the  longer. 

A  great  mass  of  these  sticks  was  still  in  the  basement 
of  the  Parliament  houses  when  it  was  decided  to  burn 
them  in  1834.  Samuel  S.  Dale  describes  the  bonfire.  He 
says,  "A  pile  of  little  notched  sticks  bearing  strange-look- 
ing inscriptions  in  abbreviated  Latin  and  old  English 
script,  the  evidence  of  thrift  for  a  thousand  years,  tokens 
of  all  the  motives  that  prompt  men  and  women  to  save, 


4  MATHEMATICS 

love,  hate,  greed  and  sacrifice,  hope  and  fear,  frugality 
and  fraud,  the  proceeds  of  honest  toil  and  of  crime,  held 
for  ages  that  the  missing  pieces  carried  away  by  successive 
generations  might  be  redeemed,  their  presence  a  mute  evi- 
dence of  the  blasted  hopes  of  depositors  for  a  thousand 
years.  They  were  fed  steadily  to  the  flames  from  early 
morning  until  a  few  minutes  before  seven  o'clock  in  the 
evening  of  Thursday,  October  16,  1834,  when  suddenly  a 
furnace  flue,  overheated  by  the  unusual  fire,  started  a 
blaze  in  a  room  above,  and  in  a  few  hours  the  House  of 
Lords  and  the  House  of  Commons  were  in  ashes,  along 
with  nearly  all  the  old  wooden  tally  sticks  and  all  the 
basic  standards  of  weight  and  measure  for  the  British 
Empire."    A  few  of  the  old  tally  sticks  were  saved. 

When  the  savage  in  his  first  dim  gropings  for  truth 
recognises  that  two  objects  are  more  than  one,  the  first 
step  is  taken  toward  the  formation  of  the  number  concept. 
That  a  long  pause  ensued  before  the  next  step  was  taken 
is  evidenced  by  the  number  of  cases,  cited  by  various 
writers,  of  tribes  whose  only  number  words  are  for  'one' 
and  'many'  or  'one/  'two'  and  'many.'  This  word  for 
'many'  plays  the  same  role  in  the  language  of  the  savage 
as  'infinity'  in  ordinary  parlance,  a  number  inexpressibly 
or  inconceivably  great.  The  growth  of  expressibility  of 
number  may  be  compared  with  the  ever-widening  ripples 
when  a  pebble  is  dropped  into  still  water,  the  outer  ripple 
representing  the  upper  bound  of  conceivable  number.  All 
the  region  beyond  would  be,  in  the  language  of  the  savage, 
'many.' 

The  Hindu  number  system  is  the  first  ever  devised 
which  has  no  outer  bound.  This  fact  has  led  to  a  more 
precise  use  of  the  word  'infinity'  in  modern  mathematical 
terminology. 

The  possibilities  of  the  Hindu  system  are  well  illustrated 
by  the  answers  to  the  celebrated  Archimedean  "cattle 
problems."  These  answers,  ten  in  number,  were  com- 
posed of  206,545  figures  each.     Such  a  number  if  printed 


NUMBER  5 

in  small  pica  type  would  be  nearly  a  quarter  of  a  mile  in 
length. 

The  ability  to  form  a  definite  conception  of  a  number 
grows  with  intelligence,  but  in  the  presence  of  numbers 
of  such  magnitude  it  is  opportune  to  ask  what  relation 
exists  between  the  power  to  conceive  the  number  and  the 
ability  to  represent  it.  There  seems  to  have  been  a  curi- 
ous crossing  over  of  the  two.  The  poverty  of  the  aborigi- 
nal language  should  not  be  taken  as  evidence  of  inability 
to  use  larger  numbers.  It  simply  means  that  the  verbal 
expression  paused  for  a  longer  time  after  the  number  'two* 
than  did  the  number  sense.  Instances  are  given  of  peoples 
whose  number  names  do  not  go  beyond  ten,  but  who 
reckon  as  far  as  one  hundred.  The  number  sense  grows 
along  with  other  mental  development,  but  has  not  kept 
step  with  the  verbal  and  symbolic  expression  of  large 
numbers.  It  is  questionable  if  the  number  10,000  stands 
for  a  distinct  conception  if  it  is  measured  by  units.  One 
obtains  an  idea  of  such  a  number  only  by  grouping  it,  say, 
into  a  hundred  hundreds. 

There  are  several  distinct  steps  in  the  formation  of  a 
number  system:  The  recognition  of  increase  by  adding, 
in  succession,  single  objects  to  a  group,  counting,  attach- 
ing a  number  name  to  the  group  counted,  as  'three'  sticks 
(such  a  number  in  which  the  object  or  unit  is  named  is 
called  a  concrete  number),  the  final  separation  of  the 
number  notion  from  the  objects  counted  or  abstraction 
(one  asks  how  many  sticks  in  the  group  and  the  answer  is 
'three,'  an  abstract  number),  the  indicating  of  the  number 
name  by  a  symbol,  the  choosing  of  a  method  of  grouping 
and  finally  the  perfection  of  the  system  by  arrangements 
and  combinations  of  the  number  words  and  symbols.  It 
is  a  long  way  from  the  'mokenam,'  'one' ;  'uruhu,'  'many,' 
of  the  Bococudos  to  the  modern  notion  of  number  of  the 
mathematician,  "the  class  of  all  similar  classes." 

Number  in  its  primitive  sense  answers  the  question, 
"How  many  ?"    It  is  a  pure  abstraction  which  results  from 


6  MATHEMATICS 

counting.  Cardinal  number  tells  how  many  of  the  group, 
as  'seven'  trees,  while  the  ordinal  number  of  any  one  of 
the  objects  indicates  the  position  of  the  particular  object 
in  the  series,  as  the  'sixth'  tree.  These  two  ideas  are 
equally  fundamental,  each  being  derivable  from  the  other. 
Counting  is  simply  pairing  off,  or,  in  mathematical  lan- 
guage, establishing  a  one-to-one  correspondence  between 
the  individuals  of  a  group  of  objects  counted,  as  pebbles, 
the  fingers,  marks  or  scores,  number  names  or  the  symbols 
for  these  number  names. 

In  the  first  stages  it  would  be  comparatively  easy  to  in- 
vent a  word  and  a  symbol  for  each  number,  but  as  the 
need  for  larger  numbers  grew  some  method  of  grouping 
became  necessary.  In  'Problemata,'  attributed  to  Aristotle, 
the  following  discussion  takes  place:  "Why  do  all  men, 
barbarians  as  well  as  Greeks,  numerate  up  to  ten,  and  not 
to  any  other  number,  as  two,  three,  four,  or  five,  and  then 
repeating  one  and  five,  two  and  five,  as  they  do  one  and 
ten,  two  and  ten,  not  counting  beyond  the  tens,  from  which 
they  again  begin  to  repeat?  For  each  of  the  numbers 
which  precedes  is  one  or  two  and  then  some  other,  but 
they  enumerate,  however,  still  making  the  number  ten 
their  limit.  For  they  manifestly  do  it  not  by  chance,  but 
always.  The  truth  is,  what  men  do  upon  all  occasions 
and  always  they  do  not  from  chance,  but  from  some  law  of 
nature.  Whether  is  it,  because  ten  is  a  perfect  number? 
For  it  contains  all  the  species  of  number,  the  even,  the 
odd,  the  square,  the  cube,  the  linear,  the  plane,  the  prime, 
the  composite.  Or  is  it  because  the  number  ten  is  a  prin- 
ciple? For  the  numbers  one,  two,  three,  and  four  when 
added  together  produce  the  number  ten.  Or  is  it  because 
the  bodies  which  are  in  constant  motion  are  nine?  Or  is 
it  because  of  ten  numbers  in  continued  proportion,  four 
cubic  numbers  are  consummated  (Euclid  viii,  10),  out  of 
which  numbers  the  Pythagoreans  say  that  the  universe  is 
constituted?    Or  is  it  because  all  men  from  the  first  have 


NUMBER  7 

ten  fingers  ?    As  therefore  men  have  counters  of  their  own 
by  nature,  by  this  set,  they  numerate  all  other  things." 

Dr.  Conant  gives  an  illustration  which  typifies  the  be- 
ginnings of  this  grouping  in  'The  Number  Concept.' 
"More  than  a  century  ago,"  he  says,  "travelers  in  Mada- 
gascar observed  a  curious  but  simple  mode  of  ascertaining 
the  number  of  soldiers  in  an  army.  Each  soldier  was 
made  to  go  through  a  passage  in  the  presence  of  the  prin- 
cipal chiefs ;  and  as  he  went  through  a  pebble  was  dropped 
on  the  ground.  This  continued  until  a  heap  of  ten  was 
obtained,  when  one  was  set  aside  and  a  new  heap  begun. 
Upon  the  completion  of  ten  heaps,  a  pebble  was  set  aside 
to  indicate  one  hundred,  and  so  on  until  the  entire  army 
had  been  numbered." 

That  man  carries  in  the  fingers  the  natural  counting 
machine  is  shown  by  the  fact  that  the  great  majority  of 
number  systems  have  been  based  on  five,  ten  or  twenty. 
A  typical  case  of  such  a  number  system  is  that  of  the  Zuni 
scale : 

i — topinte    taken  to  start  with. 

2 — kwilli put  down  together  with. 

3 — ha'i the  equally  dividing  finger. 

a awjte    .  \  a^  tne  fingers  all  but  one 

'      done  with. 

5— opte    the  notched  off. 

6— topalik'ya  I  another  brought  to  add  to 

(      the  done  with. 

7— kwillilik'ya    j  two   brou&ht   to   an^   held 

(      up  with  the  rest. 

8 hailik'ye    . .  \  tnree  brought  to  and  held 

(      up  with  the  rest. 

o tenal'ik'ya   (  all  but  all  are  held  up  with 

"  (      the  rest. 

io — astem'thila    all  the  fingers. 

ii — astem'thla  topaya'thl'-  i  all  the  fingers  and  another 

tona    l      over  above  held. 

And  so  forth  to  20. 


8  MATHEMATICS 

20 — kwillik'yenastem'thlan.two  times  all  the  fingers. 

ioo — assiastem'thlak'ya the  fingers  all  the  fingers. 

l,ooo — assiastem'thlanak'ye- (  the  fingers   all   the  fingers 
nastem'thla \      times  all  the  fingers. 

Arithmetic  has  been  defined  as  the  science  of  number 
and  the  art  of  computation.  This  twofold  nature  of  the 
subject  is  due  to  the  fact  that  the  Greeks  divided  the  sub- 
ject into  'Arithmetic'  proper,  which  is  the  science  of  num- 
bers, a  subject  for  the  philosopher,  and  'Logistic,'  or  com- 
putation, which  was  to  be  taught  to  the  slave. 

Notation  and  numeration  are  respectively  the  writing 
and  reading  of  numbers.  A  theory  of  the  building  up  of 
a  number  system  is  given  by  Dean  Peacock  in  his  article 
on  arithmetic  in  the  'Encyclopedia  Metropolitana' :  "The 
discovery  of  the  mode  of  breaking  up  numbers  into  classes, 
the  units  in  each  class  increasing  in  decuple  proportion, 
would  lead,  very  naturally,  to  the  invention  of  a  nomen- 
clature for  numbers  thus  resolved,  which  is  simple  and 
comprehensive.  By  giving  names  to  the  first  natural 
numbers,  or  digits — i.e.,  the  first  nine  numbers,  called 
digits,  from  counting  on  the  fingers — and  also  to  the  units 
of  each  class  in  the  ascending  series  by  ten,  we  shall  be 
enabled,  by  combining  the  names  of  the  digits  with  those 
of  the  units  possessing  local  or  representative  value,  to 
express  in  words  any  number  whatsoever.  Thus  the  num- 
ber, resolved  by  means  of  counters  in  the  manner  indi- 
cated by  Fig.  2,  would  be  expressed  (supposing  seven, 
six,  five,  and  four  denote  the  numbers  of  the  counters,  in 
A,  B,  C,  D,  and  ten,  hundred,  and  thousand,  the  value 
of  each  unit  in  B,  C,  and  D)  by  seven,  six  tens,  five  hun- 
dreds, four  thousands;  or  inverting  the  order,  and  making 
slight  changes  required  by  the  existing  form  of  the  lan- 
guage, by  four  thousand,  five  hundred,  and  sixty-seven." 

The  successive  columns  A,  B,  C,  D  are  called  orders. 
The  number  of  ones  in  any  order  required  to  make  one  of 
the  next  higher  order,  in  this  case  ten,  is  called  the  radix, 


NUMBER 


9 


scale  or  base  of  the  system.  In  the  above  formation  when 
nine  have  been  put  in  the  column  A,  the  tenth  would  be 
placed  in  column  B  and  the  nine  removed  from  column  A, 
Such  a  system  is  called  a  decimal  or  "ten  times"  system. 
One  of  the  earliest  devices  for  reckoning  consisted  of  a 
board  strewn  with  sand  on  which  parallel  lines  were  drawn 
with  the  finger.  These  lines  fulfil  the  same  office  as  the 
compartments  above  marked  A,  B,  C,  D.  Upon  the  lines 
the  counters  were  laid.  This  reckoning  board  was  called 
an  abacus  from  an  old  Semitic  word  abaq,  meaning  sand. 
The  development  of  the  abacus  from  the  sand-board  to 


D  c  a  A 

#  •  • 

#  • .  •  « 

•  »  •  o 

*  m  ■  •  • 

*  »  •  * 


Fig.  2  — Old  Method  of  Computation  with  Counters. 


the  swan  pan  of  the  Chinese  and  the  counting  frame  of 
the  kindergarten  is  to  be  considered  in  connection  with 
reckoning. 

It  was  the  custom  of  the  Romans  to  drive  a  nail  in  the 
temple  of  Minerva  for  each  year.  When,  as  with  count- 
ers, the  number  of  marks  exceeded  the  power  of  the  eye 
to  grasp  at  a  glance,  grouping  was  used. 

The  simplest  method  of  writing  a  number  is  by  a  mark 
or  stroke  for  each  unit,  or  one  in  the  number,  as  |.|  1 1 1 1 1| 
for  seven.  The  stroke  was  universally  used  by  primitive 
peoples  as  a  symbol  for  one.  The  drawing  of  the  tomb- 
board  of  Wabojeeg,  a  celebrated  war  chief  who  died  on 
Lake  Superior  about  1793,  shows  this  clearly.    His  totem, 


io  MATHEMATICS 

the  reindeer,  is  reversed.     The  seven  strokes  number  the 
war  parties  he  led,  the  three  upright  strokes  symbolize 


^>W^'< 


Fig.  3  — Tomb-board  of  Wabojeeg. 


wounds  received  in  battle.     The  horned  head  tells  of  a 
desperate  fight  with  a  moose. 

The  scoring  of  each  fifth  one  counted  may  be  regarded 
as  the  second  step  in  the  development  of  a  satisfactory 
number  symbolism.  Such  a  method  of  recording  succeed- 
ing events  is  not  uncommon  to-day.  The  thresher  often 
so  marks  each  sack  of  grain  as  it  leaves  the  machine,  and 


NUMBER  ii 

in  loading  and  unloading  vessels  it  is  frequently  the  mode 
used  by  the  tallyman.    Thus  twenty-two  would  be  written 

BMMJtllll 

Of  the  numerous  systems  of  notation  which  have  been 
devised,  three  are  distinctive  from  their  mode  of  forma- 
tion, from  their  logical  completion,  and  from  their*  ex- 
tended use :  The  Greek,  the  Roman,  and  the  Hindu,  some- 
times incorrectly  called  the  Arabic.  Consider  a  number 
formed  by  counters  placed  in  the  various  compartments  A, 
B,  C,  D  (Fig.  2).  The  largest  number  of  counters  that 
may  be  put  in  any  one  compartment  is  nine;  that  is,  there 
are  nine  numbers  for  each  compartment.  The  Greeks 
adopted  as  their  number  symbols  the  letters  of  their  alpha- 
bet in  order,  the  first  nine  letters  for  nine  numbers,  1,  2, 
3,  4,  5,  6,  7,  8,  9,  of  column  A ;  the  next  nine  letters  for  the 
numbers  10,  20,  30,  40,  50,  60,  70,  80,  90  of  column  B. 
As  the  alphabet  consisted  of  but  twenty-four  letters,  to 
fill  out  column  C  three  obsolete  letters  were  interpolated. 
In  the  accompanying  scheme,  taken  from  Gow's  'History 
of  Greek  Mathematics,'  the  starred  letters  are  those  not 
belonging  to  the  alphabet. 

The  limit  of  the  system  with  letters  of  the  alphabet 
alone  is  999.  When  it  became  necessary  to  write  larger 
numbers,  a  stroke  like  an  inverted  prime  was  put  before 
and  usually  somewhat  below  the  letter,  as  seen  in  the 
number  1,000,  to  increase  the  value  of  the  letter  one  thou- 
sandfold. For  10,000  a  new  letter  was  used,  the  M,  the 
first  letter  of  juvpioi  or  myriad.  The  symbols  were  always 
written  in  descending  order  from  left  to  right.  The 
largest  number  now  possible  in  the  Greek  notation  is 
99999999.  The  use  of  the  alphabet  as  numerals  seems  to 
date  from  about  500  B.C.  The  Greek  mode  of  writing  frac- 
tions is  quite  simple,  the  denominator  being  written  over 
the  numerator,  or  the  numerator  is  written  with  one  ac- 


12  MATHEMATICS 

cent,  followed  by  the  denominator  twice  with  two  accents, 
as  lg  or  itfKaf'Ka".  If  the  numerator  is  unity  it  is  omitted. 
Vs  would  be  written  *£'  or  \pv.  Special  signs  were  some- 
times used  for  y2,  y$,  addition  and  subtraction. 

Archimedes  devised  a  plan  by  which  the  Greek  number 
system  might  be  prolonged  indefinitely  and  which  has 
been  thought  by  some  to  contain  the  germ  of  the  modern 

*'    p'Y'  S'e'C'  S'YO't* 

1        Z     3     <t    S     t,       7      9    1     10 

k'  a'  /*'  *>' s'  o'  w  *<?«;? 

ao    Jo    4 °  so   ^o    70  ?o        <fc 

p'  <s>  t'  w  f  y  y'  <aj'*~% 

too      100  3oo  'ioo  so*   6oo  700  loo    <f00 


/K  —  t^oo      j/3   =2ooo 

Mu    <ru    At  &\ 

/  0fc  0  O  O 


Xo.ooo 

-Greek  Number  System. 


notion  of  logarithm.  "In  a  pamphlet  entitled  7pa{i/izri?$ 
(in  Latin  Arenarius,  the  sand-reckoner),  addressed  to 
Gelon,  king  of  Syracuse,"  says  Gow,  "Archimedes  begins 
by  saying  that  some  people  think  the  sand  cannot  be 
counted,  while  others  maintain  that,  if  it  can,  still  no  arith- 
metical expression  can  be  found  for  the  number.  'Now  I 
will  endeavor,'  he  goes  on,  'to  show  you,  by  geometrical 
proofs  which  you  can  follow,  that  the  numbers  which  have 
been  named  by  us  and  are  included  in  my  letter  addressed 


NUMBER  13 

to  Zeuxippus,  are  sufficient  to  exceed  not  only  the  number 
of  a  sand-box  as  large  as  the  whole  earth,  but  of  one 
which  is  as  large  as  the  universe.  You  understand,  of 
course,  that  most  astronomers  mean  by  "the  universe"  the 
sphere  of  which  the  center  is  the  center  of  the  earth  and 
the  radius  is  a  line  drawn  from  the  center  of  the  earth  to 
the  center  of  the  sun.'  Assume  the  perimeter  of  the  earth 
to  be  3,000,000  stadia  (a  stadium  was  nearly  200  yards), 
and  in  all  the  following  cases  take  extreme  measurements. 
The  diameter  of  the  earth  is  larger  than  that  of  the  moon 
and  that  of  the  sun  is  larger  than  that  of  the  earth.  The 
diameter  of  the  sun  is  thirty  times  that  of  the  moon  and  is 
larger  than  the  side  of  a  chiliagon  (a  polygon  of  1,000 
sides)  inscribed  in  a  great  circle  of  the  sphere  of  the 
universe.  It  follows  from  these  measurements  that  the 
diameter  of  the  universe  is  less  than  10,000  times  that  of 
the  earth  and  is  less  than  10,000,000,000  stadia. 

"Now  suppose  that  10,000  grains  of  sand  not  <  1  poppy- 
seed,  and  the  breadth  of  a  poppy-seed  not  <  1/v>  of  a  finger- 
breadth.  Further  using  the  ordinary  nomenclature,  we 
have  numbers  up  to  a  myriad  myriads  (100,000,000).  Let 
these  be  called  the  first  order  and  let  a  myriad  myriads  be 
a  unit  of  the  second  order  and  let  us  reckon  units,  tens, 
etc.,  of  the  second  order  up  to  a  myriad  myriads;  and  let 
a  myriad  myriads  of  the  second  order  be  a  unit  of  the 
third  order  and  so  on  ad  lib.  If  numbers  be  arranged  in 
a  geometrical  series,  of  which  1  is  the  first  term  and  10 
is  the  radix,  the  first  eight  terms  of  such  a  series  will 
belong  to  the  first  order,  the  next  eight  to  the  second 
order  and  so  on.  Calling  these  orders  octads  and  using 
these  numbers,  following  the  rule  that  spheres  are  to  one 
another  in  the  triplicate  ratio  of  their  diameters,  Archi- 
medes ultimately  finds  that  the  number  of  grains  of  sand 
which  the  sphere  of  the  universe  would  hold  is  less  than 
a  thousand  myriads  or  ten  millions  of  the  eighth  octad. 
This  number  would  be  expressed  in  our  notation  as  1  with 
sixty-three  ciphers  annexed."    There  seems  to  have  been 


14  MATHEMATICS 

no  attempt  to  apply  this  method  further,  the  ordinary- 
system  being  sufficient  for  the  needs  of  the  time. 

The  main  principle  underlying  the  Roman  system  was 
to  provide  a  symbol  for  each  column  or  order,  the  symbol 
being  repeated  for  each  unit  in  the  order.  The  following 
reconstruction  of  the  Roman  process  is  made  for  the  pur- 
pose of  comparison  with  the  other  two  systems  and  is  not 
offered  as  the  probable  historical  course. 

For  each  unit  of  column  A  a  Roman  I  was  used,  it 
being  the  nearest  to  the  primitive  stroke  or  score  | ;  X 
was  used  for  the  second  order,  C  for  the  order  of  hundreds, 
and  M  for  thousands.  These  are  called  unit  letters.  So 
far  the  gap  from  i  to  10  is  too  great,  it  being  necessary 
to  write  I  nine  times  for  9.  A  half-way  symbol  was  then 
provided  for  each  interval :  V  for  5,  L  for  50,  and  D  for 
500.  These  are  called  half-unit  letters.  It  is  altogether 
probable  that  the  half-unit  letter  is  a  relic  of  the  pause  in 
finger  reckoning  when  the  first  hand  was  completed. 
Many  of  the  decimal  systems  still  preserve  this  trace  of  a 
quinary  base. 

The  half-unit  symbol  may  have  arisen  in  connection 
with  the  use  of  the  reckoning  board,  placing  counters  on 
the  spaces  as  well  as  upon  the  lines  as  the  notes  of  the 
musical  staff.  Fig.  5  indicates  the  method  of  writing 
7,868  on  the  sand-board.  It  is  very  probable  that  the  use 
of  the  spaces  was  derived  from  the  half-unit  letter  rather 
than  in  the  reverse  order. 

So  far  the  system  is  built  upon  an  additive  basis,  the 
value,  of  a  symbol  of  equal  or  less  value  written  at  the 
right  of  a  given  symbol  being  added  to  the  value  of  the 
given  symbol;  thus  if  20  is  to  be  written,  another  X  is 
written  at  the  right  of  the  X  for  10,  as  XX,  while  16  would 
be  written  XVI.  At  this  stage  four  would  be  written; 
IIII,  a  form  still  to  be  seen  on  a  clock  face.  A  still  further 
improvement,  lessening  the  number  of  symbols,  was  the 
adoption  of  a  subtractive  principle.  This  means  that  a 
symbol  of  lesser  value  written  at  the  left  of  a  given  sym- 


NUMBER  15 

bol  has  its  value  taken  from  the  value  of  the  greater 
symbol.  In  this  way  4  would  be  written  IV.  Two  facts 
are  here  noticeable.  The  subtractive  principle  need  be 
used  but  twice  in  each  column;  in  the  column  A,  for  ex- 
ample, in  writing  4  and  9,  3  might  be  written  IIV  with 
no  advantage  over  III.  A  half-unit  letter  is  never  used 
in  the  subtractive  sense;  that  is,  L  is  used  for  50  rather 
than  LC. 

The  third  and  final  step  was  the  adoption  of  the  mul- 
tiplicative principle  (also  seen  in  the  Greek  notation). 
In  the  Roman  scheme  it  appeared  as  a  dash  or  vinculum 


v         o  so  00 

-A? e — e 2000 

D  O  SOO 

-Q OOO S-&-& = 

L  O  SO 

-X e , t-a 

v         o  f 

-f. 000 £ 

Total    78£d 

Fig.  5  — Roman  Units  and  Half-units. 

drawn  over  a  letter  to  increase  its  value  a  thousandfold; 
as  in  Fig.  5,  a  V  with  a  stroke  across  the  top  indi- 
cates 5,000.  The  Roman  mind  was  not  of  a  scientific  cast 
and  one  would  scarcely  expect  to  find  the  number  system 
worked  out  to  logical  perfection.  In  fact,  there  is  a 
decided  lack  of  uniformity  in  the  manner  of  writing  num- 
bers used  by  various  Roman  authors. 

The  following  set  of  rules  compiled  by  Dr.  French 
seems  to  be  the  logical  working  out  of  the  system:  "Af- 
firmative Rules:  (1)  The  value  of  a  unit  letter  is  re- 
peated with  every  repetition  of  the  letter;   (2)   the  value 


16  MATHEMATICS 

of  a  letter  written  at  the  right  of  a  letter  of  equal  or 
greater  value  is  added  to  that  value;  (3)  the  value  of  a 
unit  letter  written  at  the  left  of  the  next  higher  unit  or 
half-unit  letter  is  subtracted  from  the  value  of  that  letter ; 
(4)  a  vinculum  placed  over  a  letter  increases  its  value  a 
thousandfold.  Negative  Rules :  ( 1 )  A  half-unit  letter 
is  never  repeated;  (2)  a  half-unit  letter  is  never  written 
before  a  letter  of  greater  value;  (3)  a  unit  letter  is  never 
written  before  a  letter  of  greater  value  except  the  next 
higher  half-unit  and  unit  letters — i.e.,  99  is  never  written 
IC;  (4)  the  vinculum  is  never  placed  over  I;  (5)  a  let- 
ter is  not  used  more  than  three  times  in  any  order." 

Little  may  be  said  of  the  origin  of  the  Roman  Numer- 
als. It  is  generally  supposed  that  the  system  was  inher- 
ited from  the  Etruscans.  Various  and  interesting  have 
been  the  theories  advanced  to  explain  the  choice  of  the 
symbols.  One  is  that  the  I  is  a  sort  of  hieroglyphic  form 
of  the  extended  finger,  V  for  the  hand,  and  X  for  the 
double  hand.  Another  theory  is  that  decern  is  related  to 
decussare,  to  cut  across,  and  that  the  cutting  across  of  a 
symbol  multiplies  its  value  by  10;  thus  I  cut  across  is  X. 
C  is  the  initial  letter  of  centum,  one  hundred. 

Traces  of  the  subtractive  principle  have  been  found  on 
brick  tablets  from  the  Temple  Library  of  Nippur,  recently 
deciphered  by  Professor  Hilprecht  of  the  Babylonian  Ex- 
pedition of  the  University  of  Pennsylvania.  These  bricks 
probably  date  from  about  the  twentieth  century  B.C. 

Each  of  the  wide  symbols  indicated  a  ten,  the  final 
straight  wedge  a  one,  the  twenty  and  one  being  combined 
in  a  subtractive  sense  to  give  nineteen. 

The  fundamental  principle  of  assigning  a  symbol  to  each 
column  destined  the  Roman  system  of  notation  to  ulti- 
mate disuse.  By  this  principle  an  indefinitely  large  num- 
ber would  mean  an  indefinitely  large  number  of  columns, 
and  hence  an  indefinitely  large  number  of  symbols.  No 
difference  how  many  symbols  were  in  use,  it  would  be 
easy  to   specify  a  number  which  could  not  be  written. 


NUMBER  17 

Such  a  system  must  finally  give  way  to  another  with  no 
such  limitations. 

The  Babylonian  number  system  was  based  on  60,  both 
for  whole  numbers  and  fractions.  The  possible  explana- 
tion of  this  sexigesimal  system  is  that  the  year  was  reck- 
oned as  360  days,  thus  dividing  the  circle  into  360  parts, 
and  they  were  probably  aware  of  the  division  of  the  circle 
into  6  parts  by  stepping  off  the  radius  6  times  on  the  cir- 
cumference, and  by  so  doing  arriving  at  60  parts  of  the 
circle  in  each  part  stepped  off.  60  proved  to  be  a  par- 
ticularly favorable  base,  being  divisible  by  2,  3,  4,  5,  6, 
10,  and  12.  A  large  mass  of  information  as  to  the  mathe- 
matical accomplishments  has  recently  been  revealed  by 
Professor  Hilprecht,  who  has  examined  more  than  50,000 
cuneiform  inscriptions  from  the  Temple  Library  of  Nip- 
pur. 

The  Babylonians  had  a  strange  custom  of  deriving  their 
numbers  from  a  large  number  which  may  be  called  a 
basal  number.  This  basal  number  is  12,960,000  or  604. 
This  number  is,  according  to  the  theory  of  Professor  Hil- 
precht, the  famous  "Number  of  Plato,"  Republic,  Book 
VIII.  "This  number  is  constructed  from  216,  the  minimal 
number  of  days  of  gestation  in  the  human  kind,  and  is 
called  the  lord  of  better  and  worse  births."  If  the  216  be 
interpreted  as  days,  together  with  12,960,000,  the  latter 
number  gives  36,000  years,  the  "great  Platonic  year," 
which  was  the  length  of  the  Babylonian  cycle.  Thus  is 
implied  that  Plato's  famous  number  and  the  idea  of  its 
influence  upon  the  destiny  of  man  originated  in  Baby- 
lonia. 

The  Aztec  system  of  numeration  had  the  score  for  its 
basis.  There  were  special  signs  for  the  first  five  numerals ; 
for  twenty,  for  its  square,  four  hundred,  and  for  the  cube, 
eight  thousand.  Certain  combinations  of  signs  symbolized 
the  other  numerals. 

The  Chinese  had,  from  earliest  times,  constructed  a 
system  of  numerals,  similar  in  many  respects  to  what  the 


18  MATHEMATICS 

Romans  probably  inherited  from  their  Pelasgic  ancestors. 
It  is  only  to  be  observed  that  the  Chinese  mode  of  writing 
is  the  reverse  of  the  Arabic,  and  that  beginning  at  the  top 
of  the  leaf  it  descends  in  parallel  columns  to  the  bottom, 
proceeding,  however,  from  right  to  left,  as  practiced  by 

1 *  Yth. 

2 ^  Irr. 


1,000,000     ylK    Chad. 


10,000,000  J3  King. 
100,000,000  ;JSC  Kyau 


Fig.  6  — Chinese  Number  System. 

most  of  the  Oriental  nations.  Instead  of  the  vertical 
lines  used  by  the  Romans,  therefore,  horizontal  ones  are 
found  in  the  Chinese  notation.  Thus  'one'  is  represented 
by  a  horizontal  stroke  with  a  barbed  termination,  'two* 
by  a  pair  of  such  strokes.  The  mark  for  'four'  has  four 
strokes  with  a  flourish.  Three  horizontal  strokes  and 
two  vertical  ones  form  the  mark  for  'five/  and  other  sym- 
bols exhibit  the  successive  strokes  abbreviated  as  far  as 


NUMBER  19 

'nine/  'Ten'  is  figured  by  a  horizontal  stroke,  crossed 
with  a  vertical  score,  to  show  that  the  first  rank  is  com- 
pleted, while  a  hundred  has  two  vertical  scores  connected 
by  three  short  horizontal  ones. 

The  Hindu  system  was  based  on  the  principle  of  as- 
signing a  symbol  to  each  of  the  nine  numbers  of  the  first 
column,  1  for  one,  2  for  two,  3  for  three,  4  for  four,  5  for 
five,  6  for  six,  7  for  seven,  8  for  eight,  and  9  for  nine. 
The  Hindu  notation  may  be  reconstructed  as  follows:  It 
is  required  to  write  the  number  pictured  in  the  accom- 
panying cut.  There  are  four  in  the  A  column,  or  four 
ones,  three  in  the  B  column,  or  three  tens,  five  in  the  C 
column,  or  five  hundreds,  one  in  the  D  column,  or  one 
thousand,  and  four  in  the  E  column,  or  four  ten  thou- 
sands. Using  the  symbols  above,  4  is  written  in  the  A 
compartment,  3  in  the  B  compartment,  etc.  So  long  as  a 
box  arrangement  is  used  with  the  compartments  named, 
the  method  would  be  considered  complete.  In  fact,  the 
above  number  could  be  written  just  as  well  without  the 
cells,  as  41534,  and  the  order  for  which  any  symbol  stands 
would  be  determined  by  its  position  with  reference  to  the 
others.  This  is  called  the  place-value  property,  and  is 
the  important  feature  of  the  system. 

But  one  thing  is  lacking:  the  method  fails  when  any 
column  is  empty.  Suppose  columns  A  and  C  above  to  be 
vacant;  there  would  be  then  4  E's,  1  D,  3  B's,  and  no 
A's  nor  C's.  This  could  be  written  in  cells,  but  could  not 
be  written  without  some  scheme  of  labeling  the  columns. 
To  avoid  this  difficulty  a  new  symbol,  O,  was  invented. 
It  was  called  cipher  from  an  Arabic  word  meaning  empty. 
The  above  number  may  now  be  written  41,030. 

In  the  Hindu  notation  each  symbol  has  in  addition  to 
its  intrinsic  value  an  acquired  value  resulting  from  its 
position.  Thus  the  3,  standing  in  the  second  place,  has 
the  value  thirty;  3  being  its  intrinsic  value  and  the  ten 
being  its  acquired  or  place  value.  Thus  both  the  multi- 
plicative and  additive  principles  are  involved  in  place- 


20 


MATHEMATICS 


value  325  is  3  X  I(>0  +  2  X  I0  +  5-  Writing  two  symbols, 
now  called  figures,  side  by  side  adds  them  after  the  left- 
hand  figure  has  been  multiplied  by  ten. 

It  is  readily  seen  that  there  is  no  limit  to  the  number 
of  columns  that  may  be  used  without  increasing  the  num- 
ber of  symbols;  that  is,  the  Hindu  notation  begins  at 
units'  column  and  may  be  carried  indefinitely  to  the  left. 
The  smallest  number  that  may  be  written,  so  far,  is  Unity, 
or  one.  The  two  final  steps  in  the  perfecting  of  the  sys- 
tem, the  invention  of  the  decimal  point,  which  permits 
of  the  writing  of  numbers  indefinitely  small,  striking  off 


•       •        • 

•  •  • :  • 

•  •  •  • 

•  .  •  • 


£ 

0 

C 

B 

A 

H 

1 

s 

3 

H 

~* 

e 

D 

c 

B  A 

4 

1 

3 

Fig.  7  — Hindu  Notation  Arrangement. 


the  right-hand  barrier,  and  the  discovery  of  the  expo- 
nential notation  and  logarithms,  which  facilitate  compu- 
tations, will  be  considered  later,  together  with  the  long 
struggle  between  the  Roman  and  Hindu  systems  for  su- 
premacy. 

The  origin  of  the  Hindu  notation  is  shrouded  in  mys- 
tery. It  is  customary  for  Orientals  to  attribute  any  great 
discovery  or  invention  to  the  direct  revelation  of  the  gods. 
Professor  Hilprecht  gives  an  illustration  of  this  trait. 
"According  to  Berosus,  a  Babylonian  priest  who  lived 
some  time  between  330  and  250  B.C.,  the  origin  of  all 
human  knowledge  goes  back  to  divine  revelation  in  pri- 
meval times.    'In  the  first  year  there  made  its  appearance 


Fig#   8  — Oannes;    Babylontan   God  of  Mathematics   and 
Learning. 


22  MATHEMATICS 

from  a  part  of  the  Erythraean  Sea,  which  bordered  upon 
Babylonia,  a  living  being  endowed  with  reason,  who  was 
called  Oannes.  According  to  this  tradition,  confirmed  by 
Apollodorus,  the  whole  body  of  this  creature  was  like 
that  of  a  fish,  and  it  had  under  a  fish's  head  another  or 
human  head,  and  feet  similar  to  those  of  a  man  subjoined 
to  the  fish's  tail,  and  it  also  had  a  human  voice;  and  a 
representation  of  him  is  preserved  even  to  this  day.  This 
being,  it  is  said,  in  the  day  time  used  to  converse  with 
men,  without,  however,  taking  any  food;  he  instructed 
men  in  the  knowledge  of  writing,  of  sciences  and  every 
kind  of  art;  he  taught  them  how  to  settle  towns,  to  con- 
struct temples,  to  introduce  laws  and  to  apply  the  princi- 
ples of  geometrical  knowledge,  he  showed  them  how  to 
sow  and  how  to  gather  fruit;  in  short,  he  instructed  men 
in  everything  pertaining  to  the  culture  of  life.  From  that 
time  [so  universal  were  his  instructions]  nothing  else  has 
been  added  by  way  of  improvement.  But  when  the  sun 
set,  this  being  Oannes  used  to  plunge  again  into  the  sea 
and  abide  all  night  in  the  deep ;  for  he  was  amphibious.' " 

Professor  Florian  Cajori  thus  sums  up  the  leading  con- 
clusions due  to  Woepcke  as  to  the  historical  development 
of  the  Hindu  numeral  system :  "The  Hindus  possessed 
the  nine  numerals,  without  the  zero  or  cipher,  as  early 
as  the  second  century  after  Christ.  It  is  known  that  about 
that  time  a  lively  commercial  intercourse  was  carried  on 
between  India  and  Rome,  by  v/ay  of  Alexandria.  There 
arose  an  interchange  of  ideas  as  well  as  of  merchandise. 
The  Hindus  caught  glimpses  of  Greek  thought,  and  the 
Alexandrians  received  ideas  on  philosophy  and  science 
from  the  east.  The  nine  numerals,  without  the  zero,  thus 
found  their  way  to  Alexandria,  where  they  may  have 
attracted  the  attention  of  the  Neo-Pythagoreans.  From 
Alexandria  they  spread  to  Rome,  thence  to  Spain  and  the 
western  part  of  Africa. 

"Between  the  second  and  eighth  centuries  the  nine 
characters  in  India  underwent  changes  in  shape.    A  prom- 


K     ©      o 

• 

o 

o   O      O     2 

hr  <^  \, 

o- 

<h 

t'V'Of    o\   c^ 

IC    CO     55 

< 

< 

|o    to     oo    Oo 

PC  <  <^ 

> 

> 

<   < 

3    JS 

X 

3" 

^  Aa  vo  ^o 

p  tr'ov 

<3. 

o 
o 

*3 

=511 

-^N 

o< 

Ko  H\^^ 

1 

1 

♦O    (o    p 

i. 

Q. 

//   N     h    d 

_      — 

-» 

— 

•V       **         «»4         *-1 

Sanscrit  letters  of 
the  II.  Century,  a.d. 

Apices  of  Boethius 
and  of  the  Middle 
Ages. 

Gubar-numerals  of 
the  West  Arabs. 

1 

a  < 

2 

as 
a 

D  e  van  agari  -  n  u  m* 
erals. 

From  iheMirrour 
of  the  World,  printed 
by  Caxton,  14S0. 

From  the  Bam- 
berg Arithmetic  by 
Wagner  (?),  14S3. 

From  De  Arte 
Supputandi  by 
Tonstall,  1522. 

»-1       fo 


24  MATHEMATICS 

inent  Arabic  writer,  Albiruni  (died  1038),  who  was  in 
India  during  many  years,  remarks  that  the  shape  of  Hindu 
numerals  and  letters  differed  in  different  localities,  and 
that  when  (in  the  eighth  century)  the  Hindu  notation 
was  transmitted  to  the  Arabs  the  latter  selected  from 
the  various  forms  the  most  suitable.  But  before  the  East 
Arabs  thus  received  the  notation  it  had  been  perfected 
by  the  invention  of  the  zero  and  the  application  of  the 
principle  of  position. 


Fig.  10  — Nana    Ghat    Inscription,    Containing    One   of  the 
Earliest  Forms  of  Hindu  Numerals. 

"Perceiving  the  great  utility  of  the  Columbus-egg,  the 
zero,  the  West  Arabs  borrowed  this  epoch-making  sym- 
bol from  those  in  the  East,  but  retained  the  old  forms 
of  the  nine  numerals  which  they  had  previously  received 
from  Rome.  The  reason  for  this  retention  may  have  been 
a  disinclination  to  unnecessary  change,  coupled,  perhaps, 
with  a  desire  to  be  contrary  to  their  political  enemies  in 
the  East.  The  West  Arabs  remembered  the  Hindu  origin 
of  the  old  forms,  the  so-called  Gubar  or  "dust"  numerals. 
After  the  eighth  century  the  numerals  in  India  underwent 
further  changes,  and  assumed  the  greatly  modified  forms 


NUMBER  25 

of  the  modern  Devanagari  numerals."  Professor  Moritz 
Cantor  recently  expressed  the  opinion  that  the  use  of 
the  zero  was  probably  due  to  the  Babylonians,  1700  b.c. 
There  are  two  methods  of  reading  numbers  in  general 
use,  in  both  of  which  the  orders  are  grouped,  beginning 
with  the.  first  order,  or  the  order  of  units.  In  the  French 
method  each  group  consists  of  three  orders,  such  a  group 
being  called  a  period.  The  names  of  the  first  three  orders, 
beginning  with  the  lowest,  are  units,  tens  and  hundreds. 
These  names  are  applied  also  to  the  three  orders  in  each 
period  followed  by  the  name  of  the  period.  The  names 
of  the  first  12  periods  follow: 

1.  Units.  5.  Trillions.  9:  Septillions. 

2.  Thousands.  6.  Quadrillions.        iot  Octillions. 

3.  Millions.  7.  Quintillions.  11.  Nonillions. 

4.  Billions.  8,  Sextillions.  12.  Decillions.. 

In  the  English  method  each  period  consists  of  six  or- 
ders, named  units,  tens,  hundreds,  thousands,  ten  thou- 
sands, and  hundred  thousands.  The  names  of  the  periods 
follow : 

1.  Units.  3.  Billions.  5.  Quadrillions. 

2.  Millions.  4.  Trillions.  6.  Quintillions. 

In  both  systems  the  number  names  are  read  in  descend- 
ing order  from  left  to  right,  and  in  all  cases  compounds 
are  formed  in  the  same  way,  except  in  the  interval  from 
10  to  20.  Professor  Brooks,  in  'Philosophy  of  Arithme- 
tic,' gives  the  following  account  of  number  naming: 
"A  single  thing  is  called  'one';  one  and  one  more  are 
'two';  two  and  one  are  'three';  and  in  the  same  manner 
we  obtain  'four,'  'five,'  'six,'  'seven,'  'eight,'  and  'nine/ 
and  then  adding  one  more  and  collecting  in  a  group  we 
have  'ten.'  Now  regarding  the  'ten'  as  a  single  thing,  and 
proceeding  according  to  the  principle  stated,  we  have  one 
and  ten,  two  and  ten,  three  and  ten,  and  so  on  up  to  ten 
and  ten,  which  we  call  two  tens.  When  we  arrive  at  ten 
tens  we  call  this  a  new  group,  a  'hundred.'  This  is  the 
actual  method  by  which  numbers  were  originally  named; 


26  MATHEMATICS 

but  unfortunately,  perhaps,  for  the  learner  and  for  sci- 
ence, some  of  these  names  have  been  so  modified  and 
abbreviated  by  the  changes  incident  to  use,  that,  with 
several  of  the  smaller  numbers  at  least,  the  principle 
has  been  so  far  disguised  as  not  to  be  generally  perceived. 
If,  however,  the  ordinary  language  of  arithmetic  be  care- 
fully examined,  it  will  be  seen  that  the  principle  has  been 
preserved,  even  if  disguised  so  as  not  always  to  be  im- 
mediately apparent.  Instead  of  one  and  ten  we  have  sub- 
stituted 'eleven/  derived  from  an  expression  formerly  sup- 
posed to  mean  one  left  after  ten,  but  now  believed  to  be 
a  contraction  of  the  Saxon  'endlefen/  or  Gothic  'ainlif 
(ain,  one,. and  lif,  ten)  ;  and  instead  of  two  and  ten,  we 
use  the  expression  meaning,  two  left  after  ten,  but  now 
regarded  as  arising  from  the  Saxon  twelif,  or  Gothic 
tvalif  (tva,  two,  and  lif,  ten).  In  the  numbers  following 
twelve,  the  stream  of  speech  'running  day  by  day'  has 
worn  away  a  part  of  the  primary  form,  and  left  the  words 
that  now  exist.  Thus,  supposing  the  original  expression 
to  be  three  and  ten,  if  we  drop  the  conjunction  we  have 
three  ten ;  changing  the  ten  to  teen  and  the  three  to  thir, 
we  have  thirteen."  In  a  similar  manner  twenty  is  a  con- 
traction of  two  tens.  It  is  to  be  noticed  that  Professor 
Brooks  has  always  used  the  form-  two  and  ten  rather  than 
ten  and  two.  That  such  use  leading  to  the  forms  from 
10  to  20  is  the  exception  rather  than  the  rule  is  seen 
when  it  is  recalled  that  from  20  on  the  larger  number 
is  always  read  first. 

The  word  million  seems  to  have  been  used  first  by 
Marco  Polo  (1254-1324).  During  the  next  300  years  it 
was  used  by  writers  in  several  senses,  and  not  until  the 
sixteenth  century  did  it  succeed  in  finally  securing  its 
place  in  the  number  system.  Billion  in  the  English  sys- 
tem is  equivalent  to  one  thousand  French  billions,  or  a 
trillion. 

An  example  will  suffice  to  show  the  two  methods  of 
reading  a  number.     Thus,  436,792,543,896,578,  according 


NUMBER  27 

to  the  French  method,  is  read  four  hundred  thirty-six 
trillion,  seven  hundred  ninety-two  billion,  five  hundred 
forty-three  million,  eight  hundred  ninety-six  thousand, 
five  hundred  seventy-eight;  while  the  English  method 
would  be  four  hundred  thirty-six  billion,  seven  hundred 
ninety-two  thousand,  five  hundred  forty-three  million, 
eight  hundred  ninety-six  thousand,  five  hundred  seventy- 
eight. 

The  primitive  form  of  the  abacus  was  a  board  strewn 
with  sand,  upon  which  lines  were  drawn  and  pebbles  were 
used  as  counters.  On  the  Egyptian  abacus  the  lines  were 
at  right  angles  to  the  operator,  and  Herodotus  states  that 
they  "calculate  with  pebbles  by  moving  the  hand  from 
right  to  left,  while  the  Greeks  move  it  from,  left  to  right," 
thus  indicating  that  the  units'  column  was  taken  with  the 
Egyptians  on  the  extreme  left.  The  varying  values  of 
the.  counters  when  changed  from  one  column  to  another 
is  referred  to  in  the  comparison  of  Diogenes  Laertius, 
."A  person  friendly  with  tyrants  is  like  the  stone  in  com- 
putation, which  signifies  now  much,  now  little,"  which 
recalls  Carlyle's  ranking  of  men  with  the  pieces  on  a 
chessboard.  A  single  example  of  a  Greek  abacus  is  ex- 
tant in  the  form  of  a  marble  table  discovered  on  the 
island  of  Solamis  in  1846,  and  now  preserved  in  Athens. 
This  table  is  5  feet  long  and  2^  feet  wide,  and  the  lines, 
which  are  parallel  to  the  operator,  are  in  a  good  state  of 
preservation. 

Difficulty  of  calculation  with  Roman  numerals  rendered 
necessary  the  use  of  the  abacus,  inherited  from  the 
Greeks,  and  in  turn,  the  ease  with  which  the  ordinary 
computations  were  performed  with  its  aid  prevented  the 
perfecting  or  inventing  of  a  usable  system  of  notation. 
Horace  (Sat.  I,  6,  75)  alludes  to  the  practice  of  boys 
marching  to  school  with  the  abacus  and  box  of  pebbles 
suspended  from  the  left  arm :  "Quo  puero  magnis  ex 
centurionibus  orti,  Lasvo  suspensi  loculos  tabulamque 
lacerto."    In  the  time  of  greatest  Roman  luxury  (Juvenal, 


28 


MATHEMATICS 


Sat.    II,    131)    the   counters   were   of   ivory,    silver,    and 
gold. 

A  more  serviceable  form  was  developed  under  Roman 
usage,  in  which  the  table  or  board  was  replaced  by  a 
thin  metal  plate  with  grooves  cut  entirely  through,   in 


,  ' 

yt                                        ..,                * 

•3                                                           •" 
x                                                             u 

-3 

:                  i 

6. 
0                                                                 * 

1                1 

h 

' 

3 

Xi.3  I   UvJ'Hii.x 

Fig. 


— Salamis   Abacus.     The   Only   Known   Early   Greek 
Specimen. 


which  were  metal  buttons  which  could  be  slid  from  one 
end  of  the  groove  to  the  other.  If  at  one  end,  a  button 
registered  one  in  that  groove;  if  at  the  other,  it  was  value- 
less. In  place  of  a  long  groove  containing  9  buttons,  a 
shorter  groove  registered  4,  and  a  still  shorter  one,  imme- 


NUMBER  29 

diately  above,  had  a  value  of  5.  At  the  right  of  units', 
column  were  two  short  columns  in  which  could  be  regis- 
tered twelfths,  the  Roman  fraction,  still  preserved  in 
name,  in  ounce  and  inch.  Several  of  these  metal  abaci 
are  to  be  found  in  museums. 

Another  form  of  abacus  still  in  general  use  in  the 
Orient  is  that  of  a  frame  across  which  wires  are  strung, 
upon  which  are  movable  beads.  This  is  the  'swanpan'  of 
the  Chinese  and  the  'tchotu'  of  the  Russians.  In  1812  the 
abacus  was  carried  from  Russia  to  France,  in  the  form  of 
the  counting  frame,  as  a  device  for  teaching  number  in 
primary  work,  and  is  now  found  in  all  kindergartens,  a 
slight  evidence  of  belief  in  the  "culture-epoch"  theory 
that  the  training  of  the  child  mind  should  follow  the 
steps  in  the  mental  development  of  the  race. 

At  the  decadence  of  Rome  the  Roman  notation  and 
abacus  reckoning  remained  as  an  inheritance  to  central 
Europe.  The  Arabs  being  in  possession  of  the  Hindu 
numerals  carried  them  to  Spain,  and  they  were  used  in 
the  commercial  towns  bordering  the  eastern  end  of  the 
Mediterranean  Sea.  Some  of  the  more  aspiring  youths  of 
England  and  France  journeyed  to  Spain  to  acquire  the 
learning  of  the  Greeks  and  Hindus  which  had  been  pre- 
served and  cultivated  assiduously  by  the  Moors.  Others, 
merchantmen  of  Italy,  perceived  the  advantage  gained  in 
the  use  of  these  numerals  in  the  Phoenician  towns,  and 
they  in  turn  carried  the  knowledge  home. 

Of  the  former  who  visited  Spain  was  Gerbert  (d.  1003), 
afterward  Pope  Sylvester  II.  Gerbert's  abacus  was  of 
leather,  and  contained  27  columns.  In  place  of  the  old 
counters  new  ones  of  horn  were  used,  upon  each  of  which 
one  of  the  first  nine  numerals  was  written.  Thus  the 
first  step  in  the  use  of  Hindu  numerals  was  taken.  Of 
the  latter,  merchantmen  of  Italy,  was  Leonardo  of  Pisa, 
who  in  1202  wrote  a  treatise  on  mathematics  called  'Liber 
Abaci/  It  begins  thus :  "The  nine  figures  of  the  Hindus 
are  9,  8,  7,  6,  5,  4,  3,  2,  1.    With  these  nine  figures  and 


« 


30  MATHEMATICS 

this  sign,  o,  which  in  Arabic  is  called  sifr,  any  number; 
may  be  written/' 

The  long  struggle  of  500  years  for  supremacy  between 
the  line-reckoning,  or  abacus,  and  the  Hindu  numerals, 
began.    In  one  of  the  cuts  is  seen  a  page  of  line-reckoning 

ADDITION. 

Matter* 
be  eaficft  tfcap  m  tbis  arrets  to  abte 
but  tteo  fummes  at  ones  togptber: 
%tfto  be  it,  pou  tnaf  c  ab&c  moicas  J  &*!  rck 
fouanone*  tbcrcfoie  tbfjeunc  pou  fypn<* 
e&be  tteo  rummcd,FouSn!i  fpj&e  fee  botonr 
one  of  tbcuMe  fouccb  not  ibbtcbr,  Mb  tben 
bp  (i  fciato  a  ipite  erode  tbc  otber  IpntSAlnb 
aftcrtfcar&c  fcreebotntcibeotbcr  fumrne >  fo 
tfjattbat  ipnemape 
Jebertbenetbcimaa 
if  pott  fcbottlbe  abb: 

fcMito*    &6f$  fo  SJ4*  >  P0S8 

im£  muft  fee  pour  fftmcB 
aspoufceberc* 

&nb  tycn  if  pou 
!pft*  poamapcaba* 
tbc  oic  to  tbc  otber  in  ttiz  fame  ptae.  02  tl* 
pou  map  afcbf  tl)  :iu  botftc  robitbrr  in  flWflb 
place  :tobif  b  ^ap  ,bpcaufe  w  55  moft  pls^ur  ft 

Fig.  12  — Reckoning  on  the  Line  (1558). 

from  an  early  English  textbook,  The  Ground  of  Artes/ 
by  Robert  Recorde,  1558.  This  work,  which  ran  through 
at  least  28  editions,  is  in  the  form  of  a  dialogue  between 
master  and  pupil.  The  following  extract  concerns  the 
difficulty  the  pupil  has  in  multiplying  by  a  fraction  as 
to  why  the  product  should  be  less  than  the  number  mul- 


NUMBER  31 

tiplied.  The  master  explains  the  definition  of  multipli- 
cation, but  the  scholar  is  not  satisfied,  and  the  master  says : 
"Master. — If  I  multiply  by  more  than  one,  the  thing 
is  increased;  if  I  take  it  but  once,  it  is  not  changed; 
and  if  I  take  it  less  than  once,  it  cannot  be  as  much 
as  before.  Then,  seeing  that  a  fraction  is  less  than 
one,  if  I  multiply  by  a  fraction,  it  follows  that  I  do 
take  it  less  than  once." 

"Pupil. — Sir,  I  do  thank  you  much  for  this  reason; 
and  I  trust  that  I  do  perceive  the  thing." 
The  use  of  counters  had  not  disappeared  in  England 
and  Germany  before  the  middle  of  the  seventeenth  cen- 
tury. 

Various  methods  of  finger  reckoning  have  been  devel^- 
oped,  and  are  commonly  found  in  the  older  arithmetics. 
The  accompanying  cut  is  from  Recorde's  'The  Ground  of 
Artes,'  1558,  and  gives  a  general  idea  of  this  practice. 

According  to  Pliny  the  image  of  Janus  or  the  Sun 
was  cast  with  the  fingers  so  bent  as  to  indicate  365  days. 
Some  have  thought  that  Proverbs  iii,  16,  "Length  of  days 
in  her  right  hand,"  alludes  to  such  a  form  of  expressing 
numbers. 

An  interesting  illustration  is  given  by  Leslie:  "The 
Chinese  have  contrived  a  very  neat  and  simple  kind  of 
digital  signs  for  denoting  numbers,  greatly  superior  to 
that  of  the  Romans.  Since  each  finger  has  three  joints, 
let  the  thumbnail  of  the  other  hand  touch  these  joints  in 
succession,  passing  up  one  side  of  the  finger,  down  the 
middle,  and  again  up  the  other  side,  thus  giving  nine 
marks  applicable  to  the  decimal  notation.  On  the  little 
finger  these  signify  units,  on  the  next  tens,  on  the  next 
hundreds,  etc.  The  merchants  of  China  are  accustomed, 
it  is  said,  to  conclude  bargains  with  each  other  by  help 
of  these  signs,  and  to  conceal  the  pantomime  from  the 
knowledge  of  bystanders. 

The  Korean  schoolboy  carries  to  school  a  bag  of  count- 
ing-bones, each  about  5  inches  long,  and  somewhat  thin- 


^ 


X1\  4/( 


8  0 


J)0 


200 


pOOC 


^ 


JOOO 


2000 


3000 


4ooo 


5000 

6000 
7000 
3000 

m 

)Q00 


Fig.  13  — Finger  Reckoning. 


NUMBER 


33 


ner  than  the  ordinary  leadpencil.  A  box  of  square  sticks, 
4  inches  in  length  and  about  y2  inch  square,  called  sangi, 
is  used  in  a  very  ingenious  fashion  by  the  Chinese  for  the 
solution  of  algebraic  equations. 

The  form  of  reckoning  board  adopted  in  the  Middle  Ages 
has  left  some  words  and  customs.  Fitz-Nigel,  writing  about 
the  middle  of  the  twelfth  century,  describes  the  board  as 
a  table  about  ten  feet  long  and  five  feet  wide,  with  a  ledge 
or  border,  and  was  surrounded  by  a  bench,  or  'bank,'  for 
the  officers.  From  this  'bank'  comes  the  modern  word 
bank  as  a  place  of  money  changing.    The  table  was  cov- 


Fig.  14  — Chinese  Digital  Notation. 

ered  after  the  term  of  Easter  each  year  with  a  new 
black  cloth  divided  by  a  set  of  white  lines  about  a  foot 
apart,  and  across  these  another  set  which  divided  the 
table  into  squares.  This  table  was  called  "scaccarium," 
which  formerly  meant  chessboard,  from  which  is  the  term 
exchequer,  the  Court  of  Revenue. 


CHAPTER  II 

CALCULATION 

Under  the  term  'logistic'  the  Greeks  treated  what  is 
now  ordinarily  termed  computation  or  calculation,  the  lat- 
ter word  coming  from  a  Latin  word  meaning  'pebble/  in- 
asmuch as  the  reckoning  was  done  with  counters  or  peb- 
bles. Calculation  is  the  process  of  subjecting  numbers 
to  certain  operations  now  to  be  denned.  There  are  six 
fundamental  operations  in  arithmetic,  all  growing  out  of 
the  first.  Formerly  these  were  differently  classified,  some- 
times as  high  as  nine  being  considered,  the  other  three 
being  special  cases  or  complications  of  the  fundamental 
six. 

These  six  operations  are  divided  into  two  groups,  the 
direct  operations,  of  which  there  are  three,  and  the  in- 
verses, each  of  which  has  the  effect  of  undoing  one  of 
the  former  three. 

DIRECT  INVERSE 

i.  Addition.  4.  Subtraction. 

2.  Multiplication.  5.  Division. 

3.  Involution.  6.  Evolution. 

When  one  object  is  put  with  a  group  of  like  objects, 
forming  thus  a  new  group  having  one  more  object  than 
the  original  group,  the  process  is  said  to  be  that  of  addi- 
tion, and  is  indicated  by  +.  (This  sign  appears  in  a 
work  by  Grammateus  in  1514,  and  in  15 17  in  a  book  by 
Gillis  vander  Hoecke.  Thus,  1  apple  added  to  2  apples 
34 


CALCULATION  35 

gives  3  apples,  or  with  abstract  numbers,  2  H-  i  =  3«  The 
objects  or  numbers  added  are  called  'addends*  or  'sum- 
mands/  and  the  resulting  group  or  number  is  the  'sum/ 
The  ending  end  or  -and,  so  common  in  mathematical  ter- 
minology, is  Latin  present  passive  participle;  in  this  case 


C2M>itfc.  tr 

ai^ie fctn JU «bbircnt)ieqtiartt«tet emed ita^ flr/tcmR3tlDt  oftrrthcti  l*c  \=  Wllfc  |«  foal) 
tneno/a\eVi.mitVi:piimxmttp:ima/(ccur\i)i  .   J  j  *      ■ 

m«pfcub8/terti«mittcrtiajc.Tn&fna6b:aui»Hiccrtbept!tt)tqua{»flfntrerti  T^  UflcrnaitniM 
^etfok^jei^cnal&^iftmc^/rnb— /m:ripija£rtt),,{<ciip;j.1.C:atcuimtnftuacnntbtmti6(t 

ro«nneinauantiter&«anbec&cno2fen-f' ,     ,  C*"^01'^   1M-.1M#. . 

•ber-fofo!mannfol|eqoantitetflb&itn&rrtCC»f"atIon2!c|Mt«..ct--  ^mcC4m»Bm 

$3gefai3tbfie$eycber.-{-ober  —  icpfcbwn&m  rustic/ atotwhttfc  j  tan&  ^ 

Old   9pM.-j-7tl.     <T  pit.— 4W.  fcn^    »   «^V  * 

ff  p».-WCT.      «  p»  —  lotft. 4  > 

|«IF«/p».-f-'i!ft.     >4pji.— 14^1.  C?tnnim!ofaftrcciim&  J  ewft  7«/i&  v 

CSiccnber  Kegel.  ^_  ,  .    ,'  >     •      * 

3|1in&cr5bernqusntttct-f-^?>fn^ro«®ft"nail0i^trtriini1^  1  MnftJ—  y «  ct"* 
trrn—/»nb-}-ubmrifft—  /fofol^ecnbcr,^   * 

flrdfffm/rnju&eniliaaboWtitcnbiP/feRC-'        CrnulnpliMnrmorntfcoflnMMcjMlm. 

ale  <rp:!.-j-<;N:      4p:i.-j-»N.  'STXlOilOimulfipliffrcnuiDrn^fcewtCf  i>\ttfh? 

i*p;t.-—4N.       gptr— <?M.  _^    ^-^iitoctfftllcnallcDcnoinmtroUdu.fniDiiiKJfu 

'     ,8p?i,— I-2N.     topii.— an.  *i«  aloft ttmultiplifcrcn  mrt fimpcten  ncrr.iiurfce 

fTQjcbmr  Kegel  <rcorftfhDcimonunrrmulftptuc«niiac6ffiudiucvr 

folubrrfl&rfMwvontoman^^ 

o«genfd)jcib.—3f?cofibfr/basbicrn&erqua;(oiDitmu!fip!icccrtmet4eotmtita!ooo;m. 
ritrtftbfriri|ftbUfibern/fo5ie^ccmsrciibf««lwa6tmu:t«pli(crHS:»»8mct5foimtt*^«rtifli; 
anfrcm/vmbjti  bemcHTcn  ff  pc  -j  -  alo ~ 


Fig.  15  — First  Use  of  Plus  and  Minus  Signs. 
Left  Column  a  Page  from  Grammateus ;  Right,  from  Gillis  vander 
Hoecke. 

addends  is  to  be  translated  literally  the  'being  added' 
numbers. 

Addition  is,  in  its  simplest  form,  the  putting  together; 
or  uniting  of  two  numbers;  and  all  additions  of  this  na- 
ture may  be  broken  up  into  a  series  of  repetitions  of  the 
fundamental  process  of  increasing  a  number  by  unity. 
Thus,  if  it  be  desired  to  add  3  apples  to  5  apples,  it  may 


36  MATHEMATICS 

be  done  at  a  single  step,  or  at  three  partial  steps,  which 
may  be  indicated  thus: 

5  apples  +  i  apple   =  6  apples; 

6  apples  -J-  i  apple   =  7  apples; 

7  apples  -J-  i  apple   =  8  apples; 
or  5  apples  -f-  3  apples  =  8  apples; 

the  three  steps  resulting  the  same  as  the  single  step  given 
last,  which  justifies  the  statement  above  that  addition 
rests  upon  the  fundamental  process  of  increasing  a  num- 
ber by  unity. 

Like  numbers  are  those  in  which  the  same  unit  is 
used;  7  apples  and  3  apples  are  like  numbers,  as  also  7 
and  3;  4  trees  and  9  stones  are  unlike  numbers,  as  are 
5  ones  and  7  tens ;  that  is,  in  a  number  435,  written  in  the 
Hindu  notation,  4  in  hundreds'  order  is  not  like  3  in  tens' 
order,  nor  like  5  in  units'  order.  It  is  fundamental  that 
only  like  numbers  may  be  added;  before  3  tens  is  added 
to  5  ones,  the  3  tens  must  be  changed  into  30  ones.  This 
is  a  very  simple  matter,  only  being,  as  it  were,  a  shift  in 
thought,  and  it  accounts  in  a  great  measure  for  the  sim- 
plicity of  the  operations  with  Hindu  numerals.  In  435, 
the  4  may  be  thought  of,  in  turn,  as  4  hundred  or  as  40 
tens  or  as  400  ones.  The  place-value  feature  permits 
of  numbers  being  immediately  broken  up  into  parts,  and 
these  parts  treated  one  at  a  time.  Thus,  in  addition,  like 
orders  are  written  in  the  same  column  and  the  columns 
are  added  separately.  This  process  is  illustrated  in  the 
following  example: 

432  =  4  hundred  +  3  tens  -|-  2  ones ; 
265  =  2  hundred  -j-  6  tens  -f-  5  ones ; 

697  =  6  hundred  -f-  9  tens  -f-  7  ones. 

The  sum  of  the  ones,  5  +  2  =  7,  is  first  found,  and  writ- 


CALCULATION  37 

ten  below  the  column  of  ones,  and  the  other  orders  are 
added  in  succession. 

A  difficulty  arises  when  the  sum  of  a  column  is  greater 
than  9,  the  largest  number  that  may  be  written  in  a  col- 
umn.   An  example  will  make  this  clear: 

387  =  3  hundred  +     8  tens  +    7  ones; 
256  =  2  hundred  +     5  tens  +     6  ones; 

643  =  5  hundred  +  13  tens  +  13  ones; 
or  5  hundred  +  14  tens  +  3  ones; 
or  6  hundred  +     4  tens  +     3  ones. 

The  13  ones  is  changed  to  1  ten  and  3  ones;  the  3  is 
written  in  ones'  column  and  the  1  ten  is  added  in  ("car- 
ried to")  the  tens'  column.  The  14  tens  is  treated  in 
a  similar  way. 

Addition  obeys  the  commutative  law;  that  is,  the  addi- 
tion may  be  performed  in  any  order.  54-3  =  3  +  5.  It 
is  immaterial  whether  the  3  is  added  to  the  5  or  the  5  is 
added  to  the  3. 

The  associative  law  is  also  valid  for  addition.  If  5 
and  7  are  to  be  added  to  4,  it  does  not  matter  whether 
the  5  be  added  and  then  the  7,  or  the  5  and  7  first  united 
and  then  added  to  the  4.  This  is  expressed  by  means  of 
parentheses.  The  parentheses  mean  that  the  numbers 
within  are  first  united:  4  +  5+7  =  4+ (5  +  7).  If 
two  numbers  are  added,  the  sum  is  a  number.  This  state- 
ment seems  like  mere  verbiage,  but  will  take  on  meaning 
when  considered  in  the  light  of  the  other  operations. 

Subtraction  is  the  inverse  operation  of  addition.  Addi- 
tion is  putting  one  number  with  another  to  form  a  third, 
and  subtraction  is  taking  one  number  from  another  to 
form  a  third.  If  addition  has  been  stated  in  the  form : 
given  two  numbers,  to  find  their  sum,  subtraction  would 
be  stated:  given  the  sum  of  two  numbers   and  one  of 


38  MATHEMATICS 

them,  to  find  the  other.  The  sum  of  two  numbers  is  8, 
and  one  of  them  is  5,  what  is  the  other?  would  be  solved 
by  taking  5  from  8,  leaving  3.  Subtraction  is  indicated 
by  — .  The  number  taken  away  is  called  the  'subtrahend/ 
and  the  number  from  which  the  subtrahend  is  taken  is 
named  'minuend.'  The  resulting  number  is  called  're- 
mainder,' or  'difference,'  depending  upon  which  of  the 
two  phases  of  subtraction  is  considered.  These  two  points 
of  view  may  be  brought  out  by  concrete  examples. 

If  A  has  $10  and  pays  out  $7,  how  many  dollars  has 
he  remaining?  In  this  example  the  $7,  or  subtrahend, 
was  originally  a  part  of  the  minuend  $10,  and  is  taken 
away.  The  $3  is  then  called  'remainder.'  Again:  If  A 
has  $10  and  B  has  $7,  how  many  dollars  must  B  earn  to 
have  as  many  dollars  as  A?  Here  the  $10  of  A  and  the 
$7  of  B  are  distinct  numbers,  and  the  resulting  number 
is  called  the  'difference.' 

In  subtraction,  the  subtrahend  is  written  before  the  min- 
uend, with  like  orders  in  the  same  column.  Each  column 
is   subtracted  separately: 

476  =  4  hundred  +  7  tens  +  6  ones ; 
263  =  2  hundred  -f-  6  tens  -f-  3  ones ; 


213  =  2  hundred  -f-  1  ten    +  3  ones. 

Two  methods  are  in  general  use  in  the  case  that  the  num- 
ber in  an  order  of  the  subtrahend  is  too  large  to  be  taken 
from  the  number  in  the  same  order  of  the  minuend.  Both 
methods  are  inherited  from  the  Hindus,  having  come 
down  from  the  earliest  printed  textbooks,  and  seem  to  be 
of  about  equal  difficulty. 

The  method  of  Decomposition,  or  Borrowing,  consists 
of  taking  1  unit  from  the  next  higher  order,  changing 
it  to  the  order  in  question,  adding  to  the  number  in  that 
order,  which  makes  the  subtraction  possible.  7  hundred 
+  2  tens  -j-  4  units  =  7  hundred  +  I  ten  +  lA  units  = 
6  hundred  +  11  tens  +  14  units. 


CALCULATION  39 

724 
—  269 

455 
6  hundred  -}-  11  tens  +  J4  units 
—  2  hundred  +    6  tens  +    9  units 

=  4  hundred  +    5  tens  +    5  units. 

The  method  of  Equal  Additions  is  based  on  the  fact  that 
the  same  number  may  be  added  to  both  minuend  and  sub- 
trahend without  changing  the  value  of  the  difference ;  that 
is,  724  —  269  =  (724  +  100  -f  10)  —  (269  +  100  +  10) • 
The  10  in  the  minuend  is  thought  of  as  10  ones,  while  in 
the  subtrahend  it  is  necessary  to  think  of  it  as  1  ten.  Sim- 
ilarly for  the  100.  The  example  used  above  is  worked 
by  means  of  equal  additions,  and  will  show  the  transfor- 
mations involved: 

7^4  is  repiaced  by       724  +  100  +  10 
—  269  —  269  +   100  +   10 


hundreds  tens  ones  hundreds  tens  ones 
724+10  tens +  10  ones  =  7  +  (2+10) +  (4+10)  =  7  12  14 
269+1  hundred+i  ten=  (2  +  1)    +    (6+1)  +     9        = 3 7 9 


In  use  with  the  first  method  it  may  be  said 
724 
—  269 

9  from  14,  5; 

6  from  11,  5; 

2  from    6,  4. 
With  the  second  method, 

9  from  14,  5 ; 

7  from  12,  5; 

3  from    7,  4. 

Another  mode  of  thinking  of  subtraction  is  called  the 


40  MATHEMATICS 

Austrian  method,  or  the  method  of  "making  change." 
That  the  greater  portion  of  subtractions  in  the  business 
world  is  concerned  with  making  change  has  led  to  a  wide 
use  of  the  method  in  the  school-room.  It  consists  in 
building  to  the  subtrahend  until  the  minuend  is  reached. 
That  it  is  the  natural  method  is  evidenced  by  the  fact) 
that  it  is  almost  invariably  used  by  those  who  have  never 
had  the  benefit  of,  or  have  forgotten,  school  training : 

987 
—  236 

One  says  6  and  1  are  7 ;  writes  1 ; 
3  and  5  are  8 ;  writes  5 ; 
2  and  7  are  9;  writes  7. 

Its  introduction  as  a  distinct  method  is  due  to  Augustus 
de  Morgan,  England's  foremost  writer  on  arithmetic. 

It  is  readily  seen  that  subtraction  does  not  obey  the 
commutative  law.  One  may  subtract  5  from  8,  but  not 
8  from  5.  This  leads  to  the  query,  If  one  number  is 
subtracted  from  another,  is  the  result  always  a  number? 
The  answer  is  'yes>'  if  the  minuend  is  larger  than  the 
subtrahend.  Otherwise,  that  the  result  is  not  a  number, 
such  as  those  heretofore  considered.  These  will  be  called 
natural  numbers.  If  5  is  to  be  subtracted  from  8  no  diffi- 
culty arises;  but  if  attempt  be  made  to  take  8  from  5, 
the  fact  arises  that  no  such  operation  is  possible.  Such 
a  condition  brings  the  arithmetician  face  to  face  with  one 
of  the  most  important  considerations  in  mathematics,  one 
without  which  the  complete  structure,  modern  mathemat- 
ics, would  not  be  possible.  It  is  the  principle  of  con- 
tinuity, or  principle  of  no  exception,  due  to  Hankel.  It 
may  be  stated  in  this  form :  There  shall  be  no  exception 
to  the  applicability  of  any  operation.  If  the  result  is  not 
found  in  such  numbers  as  already  belong  to  the  system, 
call  this  result  a  number  of  a  new  kind  and  determine 
its  properties. 


CALCULATION  41 

Suppose  a  man  has  $50  and  spends  $40,  he  has  left  $10. 
This  operation  is  subtraction.  Suppose  he  spends  $60  in- 
stead of  $40.  This  seems  very  much  the  same  kind  of 
an  operation.  It  is  agreed  to  call  this  subtraction  also, 
and  say  that  he  has  a  debt  of  $10,  which  is  a  new  kind 
of  number.  The  natural  numbers  may  be  represented  by 
dots  with  any  chosen  interval  between  them : 

1         2        3        4        5         6        7        8        9       10 

If  one  goes  4  dots  to  the  right  from  the  third  dot,  he  is  at 
dot  7,  or  3  +  4  =  7.  If  one  goes  5  dots  to  the  left  from 
dot  9  he  is  at  dot  4.  This  going  to  the  left  is  expressed 
by  as  —  or  subtraction,  9  —  5  =  4-  But  if  one  starts  at 
dot  5  and  attempts  to  go  8  dots  to  the  left,  no  dot  is  found 
to  mark  the  stopping  point.  The  fiat  of  the  mathema- 
tician says,  let  there  be  a  dot  there.  In  this  manner  a 
series  of  dots  is  obtained  extending  to  the  opposite  di- 
rection, 
—  6  —  5—4—3—2—1         01234567 

These  may  be  named  or  marked  at  pleasure.  Call  the  first 
one,  at  the  left  of  1,  o,  the  second  —  1,  the  third  — 2,  etc. 
The  reason  for  the  choice  of  these  names  is  apparent? 
If  a  man  has  $1  and  spends  $1,  he  has  no  dollar  remain- 
ing, and  the  symbol  for  an  empty  place  is  o.  If  he  now 
spends  $1  he  is  $1  in  debt.  As  this  is  the  opposite  of  $1 
credit,  it  is  appropriate  to  mark  it  —  1,  giving  it  a  sign  — 
to  distinguish  it  from  1.  If  it  is  desired  to  mark  the  1,  a 
plus  sign,  +>  is  put  before  it,  calling  all  numbers  to  the 
right  of  o  positive  numbers  and  those  to  the  left  nega- 
tive numbers.  Then  5  —  8  =  —  3,  while  8  —  5  =  -f-  3. 
All  the  numbers,  as  now  represented,  are  called  whole 
numbers  or  'integers/  If  it  is  agreed  always  to  mark  the 
ones  at  the  left  of  o,  one  may  mark  the  ones  at  the  right, 
or  not,  at  will,  and  no  confusion  will  arise,  o  is  now  a 
number  dividing  the  positives  from  the  negatives.  It  is 
called  zero. 


42  MATHEMATICS 

The  properties  of  a  negative  number  which  are  most 
important  are  two:  (i)  A  negative  number  may  be  rep- 
resented by  a  dot  as  far  to.  the  left  of  o  as  the  correspond- 
ing positive  number  is  to  the  right.  (2)  A  negative 
number  destroys  the  effect  of,  or  annuls,  a  positive  num- 
ber of  the  same  value  when  added  to  it;  thus,  +  8  -{- 
(  —  5)  =  -|-  3,  the  —  5  destroying  -f  5  of  the  +  8,  leav- 
ing +  3. 

If  in  an  addition  example,  all  the  addends  are  the  same, 
as  in  2  -{-  2  -j-  2  -J-  2  =  8;  the  form  is  shortened  into 
4X2  =  8,  tne  first  number,  or  the  'multiplier/  indicating 
how  many  addends  were  taken.  The  second  number, 
showing  the  addend,  is  called  the  'multiplicand/  The  St. 
Andrew's  cross,  indicating  that  the  operation  of  multi- 
plication is  to  be  performed,  was  introduced  by  William 
Oughtred  in  1631.  Robert  Recorde,  about  1557,  intro- 
duced =  as  the  sign  of  equality,  which  he  says  is 

"A  paire  of  parallels  or  Gemowe  lines  of  one 
length,  thus  =  becaufe  noe  2  thyngs  can  be  moare 
equalle." 

Multiplication  is,  then,  in  essence,  repeated  addition. 

The  Commutative  Law  is  seen  to  be  valid  in  this  opera- 
tion :  7  rows  of  3  dots  is  the  same  as  3  rows  of  7  dots ;  or 

3X7  =  7X3- 

Multiplication  also  obeys  the  associative  law;  that  is, 
in  a  multiplication  example  where  mor^  than  two  num- 
bers, or  factors  as  they  are  called  when  used  in  multipli- 
cation, are  involved,  these  factors  may  be  grouped  in 
any  manner. 

3  X  7  X  5  =  3  X  (7  X  5)  =  (3  X  5)  X  7- 
The  3  may  be  multiplied  by  the  7,  and  this  result,  called 
a  product,  may  then  be  multiplied  by  5 ;  or  the  7  and  5 
may  first  be  multiplied  and  then  the  3  used,  etc. 

A  negative  number  multiplied  by  a  positive  gives  a  nega- 
tive product.  If  in  the  line  of  dots  one  goes  5  dots  to  the 
left,  3  times,  one  arrives  at  dot  —  15,  or  —  5X3  =  —  I5- 


CALCULATION  43 

But  if  one  attempts  to  multiply  3  by  —  5,  no  meaning  is 
attached.  One  may  perform  a  certain  act  3  times,  or  1 
time,  or  0  times  (which  means  that  the  act  is  not  per- 
formed), but  to  attempt  to  perform  an  act  —  5  times  is 
meaningless.  In  keeping  with  the  Principle  of  No  Ex- 
ception, such  an  operation  must  be  given  a  meaning,  and 
it  is  done  by  widening  the  definition  of  multiplication ; 
but  in  doing  so  the  old  multiplication  (repeated  addition) 
must  be  kept  as  a  special  case. 

It  should  be  noted  that  this  application  of  the  Principle 
of  Continuity  is  a  purely  arbitrary  process.  It  may  be 
said  since  the  multiplication  by  a  negative  has  no  mean- 
ing, simply  reject  it  and  say  it  cannot  be  performed. 
Such  was  the  usage  for  a  long  time,  and  had  it  continn 
ued  so  the  whole  system  of  mathematics  would  have  been 
like  an  unsymmetrical  tree,  simply  allowed  to  develop 
and  branch  in  any  manner.  The  filling  out  or  com- 
pleting the  meaningless  cases  is  like  a  process  of  graft- 
ing which  rounds  out  and  gives  a  symmetrical  growth. 

One  method  of  procedure  here  would  be  as   follows: 

—  5X3  =  —  15,  and  knowing  that  with  positive  num- 
bers the  commutative  law  holds,  it  is  agreed  to  still  let 
it  be  valid,  from  which,  —  5X3  =  3X  —  5>  but  —  5X3 
=  —  15 ;  therefore,  3X  —  5  =  —  *5>  an<^  tne  conclusion 
is  multiplication  by  a  negative  number  changes  the  sign 
of  the  multiplicand  and  then  multiplies  it.  Another  and 
better  method  is  to  define  the  operation  of  multiplication 
in  such  a  way  that  it  will  be  applicable  in  all  cases.  Such 
a  definition  is  the  following:  Multiplication  is  the  per- 
forming that  operation  on  the  multiplicand  which,  if  per- 
formed on  unity  (or  one),  produces  the  multiplier.  To 
multiply  3  by  —  5. 

The  operation  upon  1  which  produces  —  5  is  to  change 
the  sign  of  1  and  repeat  it  5  times.     Do  the  same  with  3, 

—  3,  —  3,  —  3,  —  3,  —  3,  the  sum  of  which  is  —  15,  as 
before.     It  will  be  seen  that  this  definition  of  multiple 


44 


MATHEMATICS 


cation  includes  repeated  addition  as  a  special  case.  In 
the  same  manner  it  is  seen  that  —  3  X  ( —  5)  ==  ~f~  J5- 

Considering  the  four  cases, 

+  3X(+-5)=+i5.  +3X  (-5)  =-iS 

.   -  3  X  (—  5)  =  +  15,  -  3  X  (+  5)  =  -  15, 

it  is  clear  that  when  the  two  signs  are  both  -f-  or  both  — , 
that  is,  alike,  the  product  is  +;  when  they  are  unlike,  the 
product  is  — .  The  conclusion  is,  then,  in  multiplication, 
two  like  signs  produce  -{-,  and  two  unlike  signs  produce  — . 
The  sign  -f-  is  read  plus,  and  —  is  read  minus. 

One  of  the  commonest  forms  of  the  early  methods  for 
multiplication  is  the  Tessellated  Multiplication,  very  much 
akin  to  the  usage  of  to-day. 


3    6  ?  2  S 


2 

f 

S 

3 

8 

0 

7 

3 

9 

7 

0 

? 

* 

7 

9 

4 

0 

K 

2. 

/ 

f 

1 

0 

2    3    7    7    3'  7   .5-  ?    Q 

Fig.   16  — Tessellated  Multiplication. 

Another  was  the  Quadrilateral  Multiplication.  In  this 
form  the  partial  products  do  not  progress  to  the  left,  as 
in  the  Tessellated  style,  and  are  added  obliquely,  as  shown 
by  the  arrows.     These  were  not  drawn  in  the  work. 

Lucas  de  Burgo  called  the  third  form  Latticed  Mul- 
tiplication. The  multiplicand  is  the  outside  top  horizon- 
tal row,  the  multiplier  the  outside  right  vertical  column. 
The  product  of  any  figure  of  the  multiplicand  by  a  figure 
of  the  multiplier  is  found  in  the  square  formed  by  the 
intersection  of  the  column  and  row  in  which  the  figures 


CALCULATION 


45 


multiplied  are  found;  thus  9  X  2  is  found  in  the  third 
column  from  left,  and  second  row  from  the  bottom.  These 
products  are  added  in  the  oblique  columns  cut  out  by  the 

6y2ff 


Fig.   17  — Quadrilateral  Multiplication. 

diagonal  lines  to  the  left.     Less  purely  mental  work  is 

performed  in  this  method  than  in  either  of  the  other  two. 

Napier,  the  inventor  of  logarithms,  made  use  of  this 

3  &  ?  t  s- 


3     T    £-   S"     o 

Fig.   18  — Latticed  Multiplication. 

method  in  a  device  called  Napier's  rods,  which  were  usu- 
ally of  bone,  and  enabled  the  operator  to  perform  the  mul- 
tiplications mechanically. 


46 


MATHEMATICS 


From  these  methods  was  evolved  the  modern  form.  As 
in  addition  and  subtraction,  the  numbers  are  broken  up 
into  orders: 

437 
56 

2622 
2185 

24472 

Hundreds.  Tens.  Ones. 

4            3  7 

5  6 


24 
15 


18 
35 


42 


or, 

42  ones  =  4  tens  -f-  2  ones ; 

18  tens  +  4  tens  =  22  tens  =  2  hundred  +  2  tens; 

24  hundred  -f-  2  hundred  =  26  hundred  =  2  thousand  +  6 
hundred. 

In  the  second  row  of  partial  products, 

35  tens  =  3  hundred  -f-  5  tens; 

15  hundred  +  3  hundred  =  18  hundred  =  1  thousand  +  8 
hundred ; 

20  thousand  -f-  1  thousand  =  21  thousand  =  2  ten  thou- 
sands +  1  thousand. 

The  two  partial  products  then  appear  thus,  and  are  added : 
2.622 
2185 


24472 


The  product  of  any  two  whole  numbers  is  a  whole  num- 
ber.    The  product  of  0  and  any  whole  number  is  0. 
The  inverse  operation   of   multiplication   is   called   di- 


CALCULATION 


47 


vision.  In  its  simplest  form  it  is  repeated  subtraction.  If 
it  is  asked  how  many  2's  in  8?  the  answer  would  be  de- 
termined by  subtracting  2  from  8  in  succession  as  many 
times  as  possible,  noting  the  number  of  times,  4,  as  the 
answer.  Division  has  two  phases.  One  may  think  of 
finding  how  many  times  one  number  is  contained  in  an- 
other, which  is  'Division,'  proper,  a  species  of  measure- 
ment, or  one  may  wish  to  divide  a  number  into  equal  parts, 


■pant  n* 

Oicnne     o< 


t>am  J  c  <o  jparrt  <]■>{  r. 

1  —  Co  1  ]  >  c  —  1 


aoslio  protht  tu  inrnid.  cbe  foiw  dm  motfw 
rndkitHim  fmUicbmo^h  quad  Liff.ro  «»  l»"* 
SmmMMiSo  li  nrmpli  foi  fota.iw  nee  in  bun* 

Di  w«U  pe  fare lopiediftofcacbtero.joe.j  14- 
f,9.5> ,  4.e  notree  f»rlo  per  U  quarro  modi  come 
garaifotto. 


9  <4.. 

9  ?4/« 

r*9J*'^ 


m 


JSBKpJf 

',;M'4l< 


3.        1        6 


\6i\it\6T    J 

vNl  t\i4i< 


Fig,  19  — Right  Column  Is  a  Page  from  the  First  Printed 
Arithmetic  (Treviso)  ;  Left  Column  Is  a  Page  from 
Calandri,   Showing  Italian  Long  Division. 


the  number  of  such  parts  being  given.  This  form  is  called 
'Partition/  With  abstract  numbers  no  such  distinction 
need  be  made,  but  with  concrete  numbers  it  is  important. 
The  name  of  the  number  to  be  divided  is  'Dividend,' 
of  the  dividing  number  'Divisor,'  and  of  the  resulting 
number  'Quotient.'  If  any  part  of  the  Dividend  is  left 
undivided  it  is  called  'Remainder/      There  are  various 


48  MATHEMATICS 


signs  used  to  indicate  division ;  —  or  8/2  may  be  regarded 

2 
as  indicating  that  8  is  to  be  divided  by  2,  as  also  8 :  2.   The 
sign  in  general  use,  -+-,  was  used  by  Dr.  John  Pell  (1610- 
1685),  altho  this  sign  had  been  in  use  with  other  meaning 
by  earlier  German  writers. 

Three  methods  or  algorithms  for  what  is  now  termed 
long  division  deserve  to  be  mentioned.  One  of  the  epoch- 
making  works  on  arithmetic  was  written  by  Luca  Paciuolo, 
a  Franciscan  monk.  This  book,  published  in  Venice  in 
1494,  gives  the  first  of  these  methods,  the  galley  or  scratch 

1 

^&7S(7     m-7U7       K§&'M 
m  m  v 

Fig.  20  — Galley  Division. 
I.,   Completed  example;   II.,  III.,  IV.  and  V.,  successive  changes 


method,  a  dividing  upward.  It  is  a  relic  of  the  old  method 
of  reckoning  on  sand,  where  the  figure  is  scratched  out 
as  soon  as  used.  The  above  example  of  the  method  is 
from  Purbach. 


CALCULATION  49 

Thus  to  divide  59078  by  74.  In  the  first  step,  7  is  divided 
into  59,  and  the  quotient  7  is  written,  7  7's  are  49;  49 
from  59  is  10,  which  is  written  above  59.    The  dividend  is 

10/ 
now  /078.    7  4's  are  28;  281  from  100  is  72,  which  is  writ- 
ten still  above  the  last  dividend.     The  new  dividend  is 

7/ 
/»/ 

now  /yS,  and  the  division  continues,  each  figure  being 
scratched  out  as  soon  as  used. 

The  first  downward  division,  the  present  Italian  method, 
appears  in  a  printed  arithmetic  by  Calandri  (1491),  altho 
it  is  found  occasionally  in  manuscript  form  during  the 
fifteenth  century.    See  Fig.  19. 

Consider  the  example  following. 


74)59078(798ff 
5i8 

727 
666 

618 

592 

26  Rem. 


I  shows  the  completed  form  of  solution,  and  II  the  suc- 
cessive steps,  obtained  by  separating  the  number  into 
orders. 


50  MATHEMATICS 

II 


74)59078(79 
49  28 
5i     8 
5     1     8 


727 
63  36 
66    6 

6    6    6 


6    1     8 

56  32 

59    2 

5    9    2 


2     6  Remainder 

The  three  lines  show  the  partial  product  in  the  three 
stages  of  its  reduction. 

The  third,  or  Austrian,  method  consists  in  omitting  the 
partial  products  and  performing  the  subtraction  at  once : 

74)59078(79811 

618 
26 

Comparing  the  three  methods  as  to  two  points,  (1) 
beginning  on  the  left  to  subtract  the  partial  product,  (2) 


CALCULATION 


5i 


writing  the  partial  product,  the  following  scheme  will  show 
their  relations: 

Gallev.       Italian.  Austrian. 

(1)  Yes         No  No 

(2)  No  Yes        No 

The  Galley  method  is  so  called  on  account  of  the  final 
form,  which  resembles  a  boat  under  full  sail.    The  Aus- 


gAlci  jXrXTteHfte   7  <T  peji  8 


-An  Elaborate  Form  of  Galley  Division. 


trian  method,  which  probably  will  ultimately  replace  the 
Italian,  is  constructed  from  a  combination  of  the  best  fea- 


52  MATHEMATICS 

tures  of  both  the  older  methods  (2)  of  the  galley  and  (1) 
of  the  Italian. 

As  in  the  inverse  process  of  subtraction  it  was  found 
that  the  operation  did  not  always  result  in  a  natural  num- 
ber, and  it  was  necessary  to  create  a  new  kind  of  num- 
ber, the  negative,  thus  widening  the  number  system  to 
form  the  class  of  whole  numbers,  or  integers,  it  is  to  be 
expected  that  a  like  condition  exists  in  the  case  of  division. 

If  2  be  divided  by  1  the  quotient  is  2;  but  if  one  at- 
tempts to  divide  1  by  2  no  corresponding  whole  number 
is  found.  Considering  the  second  phase  of  division,  the 
separating  of  a  number  into  2  equal  parts,  it  is  agreed 
to  let  this  quotient  be  a  number  such  that  it  requires  two 
of  them  to  make  I,  or  unity.  This  new  number  is  named 
one-half,  and  written  by  putting  the  number  divided  above 
a  short  horizontal  line,  and  the  divisor  below  the  line,  as 
h  The  class  of  such  numbers  is  called  'Fractions,'  from 
the  Latin,  frangere,  to  break.  The  number  below  the 
line  is  called  the  'denominator,'  or  namer,  telling  what 
the  part  is;  the  number  above  the  line  tells  how  many 
parts  are  taken,  and  is  called  the  'numerator,'  or  number- 
er.    This  function  of  the  numerator  will  be  apparent  later. 

The  first  widening  of  the  number  system,  which  arose 
in  the  case  of  the  inverse  operation,  subtraction,  created 
exactly  as  many  new  numbers  as  there  were  already  in 
the  system  before  the  new  numbers  entered.  Every  com- 
bination of  two  numbers  with  a  minus  sign  between  them 
gives  a  positive  or  natural  number,  when  the  larger  num- 
ber appears  before  the  sign;  and  a  negative — that  is,  a 
new — number  when  the  smaller  number  comes  first.  In 
division,  the  case  is  the  exception  rather  than  the  rule 
where  either  order  of  the  numbers  results  in  a  whole  num- 
ber, as  f  and  f ,  and  if  one  order  does  so  result  the  other 
does  not,  as  f  and  f.  It  is  apparent,  then,  that  the  new 
numbers  taken  in  under  the  name  fraction  are  infinitely 
greater  in  number,  when  compared  with  the  number  al- 
ready in. 


: 


..,."; 


^ 


-  =^yyiH   tf 


>xS  ,.«• 


Oldest  Geometrical   Drawings  Known — the  Ahmes   Papyrus 


CALCULATION  53 

A  fraction  may  be  interpreted  in  any  one  of  three  ways : 
the  fraction  f  may  be  thought  of  as  ( i )  3  units  divided 
into  2  equal  parts,  (2)  1  unit  divided  into  2  equal  parts, 
and  3  of  these  parts  taken,  as,  3  times  i;  (3)  an  indi- 
cated division  not  yet  performed.  The  distinction  between 
(1)  and  (2)  may  be  seen  from  a  figure,  where  unity 
or  1  is  represented  by  a  line  1  centimeter  in  length. 

If  the  numerator  of  a  fraction  is  1,  it  is  called  a  unit 
fraction,  as  h  h  h  A  'proper'  fraction  has  a  numer- 
ator less  than  its  denominator,  as  7,  f,  tV  All  other 
fractions  are  'improper,'  as  8/3,  5/2,  4/2.  Such  a  fraction 
can   always   be   changed   to   either   a   whole   number,   as 

1 \i 

/"  I  1      )     ' 1  3 


=t2. 
2. 


V2  =  2,  or  a  whole  number  and  a  unit  fraction,  as  */2 

=  i'A- 

The  whole  numbers  were  represented  by  dots  arranged 
on  a  line  at  equal  intervals,  extending  to  the  right  and  left 
indefinitely  from  a  chosen  dot,  marked  o,  or  zero. 
—6  —5—4—3—2—1       0       1       2       3       4 


The  creation  of  the  number  x/2  introduces  a  point  mid- 
way between  o  and  1,  and  by  combination  with  each  of  the 
whole  numbers  in  the  manner  8/2  =  il/2  also  places  a  point 
midway  in  each  interval.  The  fraction  %  places  a  point 
half  way  from  o  to  l/2.  By  continuing  this  process  it  is 
seen  that  distance  between  the  dots  representing  fractions 
is  made  smaller  and  smaller,  as  the  various  fractions 
take  their  places  on  the  line.  When  all  of  the  fractions 
have  been  represented,  if  one  chooses  a  particular  dot,  say 


54  MATHEMATICS 

s/t,  one  can  always  find  another  dot  among  those  placed 
whose  distance  from  the  given  dot,  3/t,  is  less  than  any- 
assigned  length  of  line.  The  proof  of  this  may  be  put 
in  the  form  of  conversation  between  A  and  B.  If  the 
dot  i  is  i  inch  from  the  dot  o,  A  is  to  show  that  a  dot 
may  be  found  in  the  collection  of  dots  which  represent 
fractions  which  shall  be  nearer  to  the  dot  */i  than  any 
fractional  part  of  an  inch  which  B  may  name. 

bcbtSt  bififigpr  bet  fe&m  t#yl  aim  • 

T  fcfeflc  ftgur  {fi  tm  befcefft  atrt  ft ertel  VM  atrtQ 
ITTX  gamsen/af  fo  mag  man  and)  tin  f&nfftaft/ayt 
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Fig.  22  — Fractions  with  Roman  Numerals. 

B  says,  "Is  there  a  dot  nearer  to  3/?  than  1/w  of  an 
inch?" 
A's  reply  is,  "Choose  the  dot  31/70>  whose  distance  from 

s/z  is  y™." 

B  then  says,  "Find  me  a  dot  nearer  than  1/wo  of  an 
inch." 


CALCULATION  55 

A's  answer  is,  'The  dot 301/700  is  only  1/no  of  an  inch  from 
*/"',  and  so  forth  for  any  value  B  may  name. 

The  dots  are  said  to  be  'dense/  and  it  might  be  thought 
that  the  whole  line  is  filled  up,  that  it  has  become  a  con- 
tinuous line  rather  than  a  collection  of  discrete  dots.  But 
such  is  not  the  case;  there  are  infinitely  more  dots  on 
the  line  that  do  not  represent  fractions  than  there  are 
dots  that  do  represent  them.  The  third  of  the  inverse 
processes,  evolution,  will  reveal  the  existence"  of  the  miss- 
ing dots,  and  by  its  aid  they,  as  a  new  type  of  number, 
will  be  included  in  the  number  system,  which  will  then 
be  represented  by  a  continuous  line. 

Fractions  are  treated  in  the  most  ancient  mathematical 
handbook  known,  written  by  an  Egyptian  scribe,  Ahmes, 
or  Moon-born,  some  time  before  1700  B.C..  This  papyrus, 
now  preserved  in  the  British  Museum,  is  entitled  'Direc- 
tions for  obtaining  the  knowledge  of  all  dark  things," 
and  covers  practically  the  whole  extent  of  Egyptian  math- 
ematics, no  substantial  advances  being  made  until  the  time 
of  Greek  influence.  Another  papyrus,  that  found  at 
Akhmim,  written  perhaps  after  500  a.d.,  gives  the  same 
treatment  of  fractions  as  is  found  in  the  work  of  Ahmes. 
Thus  Egyptian  Mathematics  was  in  its  most  flourishing 
condition  when  Abram  left  Ur  of  the  Chaldees,  and  re- 
mained stationary  for  a  thousand  years.  (See  Frontis- 
piece.) 

The  writer  gives,  in  most  cases,  no  general  rule  for 
obtaining  results,  simply  a  succession  of  like  problems, 
the  easy  step  of  generalizing  by  induction  seemingly  be- 
ing beyond  his  power.  Whole  numbers  receive  no  treat- 
ment, the  work  beginning  with  fractions,  which  subject 
was  evidently  very  difficult,  as  the  author  confines  his  at- 
tention solely  to  unit  fractions  and  fractions  with  numer- 
ator 2.  Fractions  of  the  latter  type  are  changed  into  the 
sum  of  two  or  more  unit  fractions.  Thus  Ahmes  changed 
a/»  into  a/e  and  Vis,  and  gives  a  table  of  such  changes  of 


5^  MATHEMATICS 

fractions  between  yz  and  2/99.  By  the  aid  of  this  table  any; 
fraction  of  odd  denominator  could  be  so  broken  up. 

In  this  way  Ahmes  could  solve  such  a  problem  as  "Di- 
vide 5  by  21."  The  5  is  first  broken  into  2  and  2  and  1 ; 
from  the  table  is  found  2/2i  =  y14  and  1/a;  5/2i  =  */» 
and  (yM  and  y«)  and  (y«  and  y«)  =  y21  and  (2/M  and 
7*0  =  7»  and  y,  and  ya  =  y,  and  2/2i  =  y,  and  x/w  and 
/*2.  The  fractions  were  written  side  by  side,  with  no  sign 
for  addition  between  them. 

While  the  Egyptians  met  the  difficulties  of  fractions  by 
reducing  them  to  fractions  having  a  constant  numerator, 
I,  the  Babylonians  avoided  the  same  difficulties  by  treating 
only  fractions  with  a  fixed  denominator,  60,  and  the  Ro- 
mans also  used  a  single  denominator,  12. 

The  usual  rule  for  the  division  of  fractions  by  inverting 
the  divisor  and  then  multiplying  is  not  common  in  the 
textbooks  of  the  sixteenth  century.  It  is  given  as  follows 
by  Thierfeldern   (1578)  : 

"When  the  denominators  are  different  invert  the  divisor 
(which  you  are  to  place  at  the  right)  and  multiply  the 
numbers  above  together  and  the  numbers  below  together; 
then  you  have  the  correct  result.  As  to  divide  %  by  Yz, 
invert  thus :  ji  X  V5  =  "/»  =  llA" 

The  close  of  the  eighth  century  found  the  Hindu  deci- 
mal notation  practically  perfect  as  a  means  of  writing 
whole  numbers.  The  final  perfection  of  the  method  by 
applying  it  to  fractions,  in  the  form  of  decimals,  did  not 
occur  until  the  time  of  Simon  Stevin  (1 548-1620).  In 
seven  pages  of  his  work,  published  in  1585,  Stevin  leaped 
what  had  been  an  impassable  gap  for  900  years.  The 
reason  for  this  pause  is  not  difficult  to  determine. 

In  decimal  fractions,  or  decimals,  unity,  or  1,  is  divided 
into  ten  equal  parts,  each  part  called  a  'tenth';  a  tenth 
is  divided  into  ten  equal  parts  and  each  part  called  a  'hun- 
dredth';  thus  the  orders  on  the  right  of  units'  column  are 
symmetrically  named,  adding  the  suffix  -th,  with  those  on 
the  right.    As  the  number  of  orders  on  the  left  is  unlim- 


CALCULATION  57 

ited,  so  the  number  of  orders  on  the  right  is  unbounded, 
and  one  is  enabled  to  write  numbers  of  unlimitedly  small 
value;  the  smaller  the  value  of  the  number  (less  than  i), 
the  larger  the  number  of  orders  required  to  express  it. 
The  units'  column  is  marked  by  placing  a  period  after  it 
(sometimes  the  period  is  midway  between  the  top  and  bot- 
tom lines  of  the  type,  as  3-8,  but  ordinarily  it  is  written 
on  the  base  line,  as  3.8  for  3  and  8  tenths).  In  reading 
decimals  the  decimal  point  is  always  read  'and.' 

In  the  first  grouping  of  units  there  was  no  reason  for 
putting  ten  in  a  group  rather  than  any  other  number,  the 
use  of  ten  simply  growing  out  of  the  use  of  the  hands  as 
a  counting  machine.  In  fact,  it  would  have  greatly  sim- 
plified some  applications  of  the  number  system  if  primi- 
tive mathematicians  had  been  born  with  six  fingers  on 
each  hand.  A  duodecimal,  or  12  scale,  would  enable  the 
writing  of  such  common  fractions,  Yz,2/z,TAy  duodecimally, 
in  the  form  .4,  .8,  .2;  whereas  decimally  they  have  a  con- 
tinually recurring  set  of  figures,  %  =  .3333,  etc;  %  = 
.1666,  etc.  Charles  XII.  of  Sweden,  a  short  time  before 
his  death,  while  lying  in  the  trenches  before  a  Norwe- 
gian fortress,  seriously  debated  introducing  the  duodeci- 
mal system  of  numeration  into  his  dominions. 

On  the  other  hand,  there  is  a  very  decisive  predeter- 
mining feature  in  the  case  of  the  division  of  the  unit.  Ne- 
cessity arose  for  halving  or  dividing  objects  into  two  equal 
parts  long  before  separation  into  ten  parts  was  even 
thought  of;  while  the  difficulty  of  dividing  into  ten  equal 
parts  is  apparent.  The  use  of  the  period  (or  comma)  to 
mark  the  unit  order  began  with  Pitiscus,  161 2.  With  all 
the  advantages  of  the  decimal  notation  carried  to  the 
right  of  the  units'  column,  it  was  not  until  the  nineteenth 
century  that  decimals  came  into  ordinary  arithmetic. 


CHAPTER  III 


POWERS  OF   NUMBERS 


If  in  the  product  of  several  numbers,  these  numbers  or 
factors  happen  to  be  a  repetition  of  the  same  number,  or, 
in  other  words,  if  the  factors  are  equal,  the  product  is 
called  a  power  of  the  number  which  was  repeatedly  used 
to  produce  it.  The  process  of  finding  a  power  of  a  num- 
ber is  involution.  The  term  power  was  used  by  the  early 
Greek  writers  in  this  sense.  The  powers  are  named  fol- 
lowing the  ordinal  names  of  the  number  of  times  the  fac- 
tor is  used.  If  the  factor  2  is  used  5  times,  as  2  X  2  X  2 
X  2  X  2,  or  32,  32  is  said  to  be  the  fifth  power  of  2.  The 
second  power  is  called  the  square  of  the  number,  as  it 
was  early  known  that  the  number  of  square  units  in  a 
square  is  equal  to  the  second  power  of  the  number  of 
units  of  length  in  one  side. 

If  a  square  is  5  inches  on  each  side,  its  surface  may  be 
measured,  using  a  small  square  1  inch  on  each  side.  Such 
a  unit  is  called  a  square  unit  or  square  inch,  or  a  unit  of 
square  measure.  This  square  inch  may  be  laid  along  one 
edge  5  times,  thus  forming  1  row  of  5  square  inches;  5 
such  rows  may  be  formed  one  above  the  other,  completely 
using  up  or  covering  the  original  square.  The  area  or 
surface  of  the  square  is  then  said  to  be  5  +  5  square 
inches  or  25  square  inches.  The  number  of  square  units 
in  a  square  is  then  the  second  power  of  the  number  of 
units  of  length  in  one  side.  This  fact,  which  was  early 
known,  led  to  the  naming  the  second  power  of  a  number 
58 


POWERS  OF  NUMBERS 


59 


the  square  of  the  number.  In  a  similar  manner  the 
volume  of  a  cube  is  found  by  taking  for  the  unit  of  cubical 
measure  a  cube  I  inch  on  each  edge. 

A  cube  is  a  solid  figure  in  which  all  of  the  edges,  meet- 
ing in  a  corner,  are  at  right  angles  to  each  other,  and  in 
which  all  the  edges  are  equal.  In  this  cube  each  edge  is 
5  inches.  Its  volume  is  found  by  taking  for  a  unit  of 
cubical  measure  a  cube  i  inch  on  each  edge.     This  unit 


Fig.    22,  — Square   Measures. 

or  cubic  inch  is  laid  along  one  edge  as  many  times  as 
possible,  or  5  times,  thus  forming  a  row  of  5  cubic  inches. 
On  the  bottom,  5  such  rows  may  be  formed,  giving  a 
layer  of  5  X  5  cubic  inches.  It  requires  5  such  layers  to 
fill  up  the  given  cube,  or  5  X  5  X  5  CUDic  inches.  This  use 
of  the  third  power  of  the  number  of  inches  on  the  edge 
gives  the  name  'cube'  of  a  number  to  the  third  power  of  the 
number.  Since  no  solid  figure  exists  with  4  edges  at  right 
angles,  this  process  of  naming  the  powers  ceases  with  the 
third,  or  cube.  In  the  figure,  taken  from  a  paper  by  Miss 
Benedict,  are  shown  various  symbols  which  have  been 
devised  for  the  indication  of  powers. 


6o 


MATHEMATICS 


Writing  the  number  of  the  power  a  little  above  and  to 
the  right  of  the  number,  as  f  for  7  X  7  X  7>  1S  due  to 
the  French  mathematician  and  philosopher,  Des  Cartes. 
The  3,  which  indicates  the  number  of  times  the  7  is  used 
as  a  factor,  is  called  an  'exponent/  while  the  7  is  termed 
the  'base.'  The  exponential  notation  permits  the  writing 
of  very  large   (or  very  small)   numbers  much  more  com- 


/ 

/ 

/ 

/ 

s  1             X 
f     1         / 

1      / 

l/ 

) 

— 1 1 1 • 

Fig.  24  — Cubic  Measures. 


pactly  than  can  be  dene  without  its  use.  Modern  re- 
searches in  Astronomy  and  Physics  have  rendered  neces- 
sary the  use  of  extremely  large  numbers  (as  well  as  ex- 
tremely small),  the  lower  orders  of  which  are  either  un- 
known or  of  small  consequence.  The  number  of  vibra- 
tions per  second  of  light  waves  in  the  visible  spectrumi 
vary  from  3.94  (io14)   to  7.63   (io)14.     The  wave  lengths 


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62  MATHEMATICS 

of     the     spectrum     vary     from     .0000007621     meter     to 
.0000003933825  meter.     In  the  exponential  notation  these 

1  1 

numbers  would  be  written  7621  X  — ,  an(l  3933-825  X  — • 

io10  io10 

If  two  powers  of  the  same  number  are  to  be  multiplied, 
the  exponents  are  added,  as 

fXf  =  f  +  5  =  f 

(7X7X7)  X  (7X7X7X7X7)  =7X7X7X 

7X7X7X7X7 

If  two  powers  of  the  same  number  are  to  be  divided,  the 

exponent  of  the  divisor  is  subtracted  from  the  exponent 

of  the  dividend. 

f-t-f  =  7X7X7X7X7-^-7X7X7  =  7X7- 

If  a  power  of  a  number  is  itself  to  be  raised  to  a  power, 

as  in  finding  the  third  power  of  f,  the  result  is  obtained 

by  multiplying  the  exponent  2  by  the  3,  exponent  of  the 

power  to  which  "f  is  to  be  raised: 

(fy  =  fxfX7'  =  7'=?x'- 

A  corresponding  process  takes  place  in  extracting  a 
root  of  a  power : 

f-yr-  =  f72X72X72  =  f  =  7e  +  s 
As  the  exponent  indicates  the  number  of  times  the  base 
is  used  as  a  factor,  it  must  be  a  natural  number,  since 
using  a  number  as  a  factor  —  3  times,  or  ^  a  time,  is 
meaningless.  The  Principle  of  No  Exception  is  here  ap- 
plied as  before,  and  a  meaning  is  given  to  exponents  of 
the  form,  —  3,  2/$,  o,  which  will  be  at  the  same  time  con- 
sistent with  the  meaning  of  a  whole  number  used  as  an 
exponent. 

If  7s  be  divided  by  y5,  the  quotient  is  1 ;  but  if  the  expo- 
nents be  subtracted,  as  is  done  when  division  is  performed, 
the  quotient  is  7s  —  5  =  70,  which  should  be  equal  to  1.  In  a 
similar  manner  it  may  be  shown  that  any  number  with  an 
exponent  o  is  equal  to  1.  Is  this  reasonable  in  the  light  of 
the  use  of  an  exponent  to  tell  how  many  times  a  factor 
appears?    In  3  X  5>  or  I5>  7  1S  not  used  as  a  factor;  or  in 


POWERS  OF  NUMBERS  6$ 

other  words,  it  is  used  zero  times,  which  may  be  written 

3X5X/  =  3X5Xi=3X5- 

Carrying  the  reasoning  a  step  further, 

f  _5_   78  =  (7X7X7><7><7)  ^  (7X7X7X7X7X7X7X7)   =  J* 

But  subtracting  exponents, 

7  -^7  =7       =7      • 
Therefore  7  ~ 3  =  -§,  which  may  be  stated  generally.      The 

sign  of  an  exponent  may  be  changed  by  changing  the  po- 
sition of  the  number  from  one  side  of  the  denominator 
line  to  the  other. 

The  meaning  to  be  attached  to  y2/3  is  determined  in  a 
similar  manner.  It  will  be  assumed  that  2/$,  when  used  as 
an  exponent,  while  as  yet  it  has  no  meaning,  will  follow 
the  law  above  for  multiplication ;  that  is,  to  multiply  7V3 
by  itself,  the  exponents  are  added, 

7%  X  7^  =  7*  +  §  =  7* 

Repeat  the  process, 

7§  X  7§  X  7§  =  7*  +  §  +  *  =  7*  =  72- 

When  a  number  is  used  as  a  factor  3  times  it  is  said 
to  be  cubed.  The  inverse  process,  of  finding  the  number 
when  its  cube  is  given,  is  called  finding  the  cube  root. 

Since  the  cube  of  78  =  y2,  7  must  be  the  cube  root  of 
72;  that  is,  the  numerator  of  a  fractional  exponent  tells  the 
power  that  is  to  be  taken,  and  the  denominator  tells  the 
root  to  be  taken.  32%  means  that  32  is  to  be  squared  and 
its  fifth  root  found,  322  =  1024.  The  fifth  root  of  1024  is 
4,  since  4X4X4X4X4  =  I024>  whence  32%  =  4; 
165  =  1 6*  =  4,  since  4  X  4  =  J6;  71  is,  of  course,  7. 

The  use  of  exponents  in  computations  greatly  facilitates 
the  work.    Exponents  so  used  are  called  logarithms. 

It  will  be  agreed  that  10  will  be  used  as  a  base,  and  that 
every  number  is  some  power  of  10,  understanding  by 
power,  10  with  an  exponent  which  is  not  necessarily  a 
whole  number.  io°  =  1,  101  =  10,  io2  =  100,  io3  =  1000, 
etc.    Since  the  exponent  of  1  or  io°  is  o,  and  of  10  or  io1  is 


64  MATHEMATICS 

i,  any  number  between  i  and  10  must  have  for  an  ex- 
ponent, or  logarithm,  a  number  between  o  and  i.  In  the 
same  manner,  any  number  lying  between  10  and  ioo  will 
have  a  logarithm  whose  value  is  between  I  and  2.  These 
facts  may  be  put  in  a  very  brief  form : 

Logarithm  of  1  is  o. 

Logarithm  of  10  is  1. 

Logarithm  of  100  is  2. 

Logarithm  of  1000  is  3. 

Logarithm  of  8  is  a  decimal  lying  between  o  and  I. 
The  value  of  this  decimal,  found  by  an  elaborate  process 
of  calculation,  is  .903090  -f-  an  unending  decimal.  Tables 
have  been  calculated  of  these  exponents,  to  every  number 
an  exponent,  or  logarithm,  and  to  every  logarithm  a  num- 
ber. If  it  be  required  to  multiply  one  number  by  another, 
the  logarithm  of  each  number  is  found  in  the  table ;  these 
two  logarithms  are  added,  giving,  according  to  the  method 
of  adding  exponents,  the  logarithm  or  exponent  of  the 
product.  Opposite  this  logarithm  is  found  the  number 
or  product  desired.  Thus,  by  the  use  of  logarithmic  tables 
the  operation  of  multiplication  is  replaced  by  the  much 
easier  and  shorter  operation  of  addition,  and  division  is 
replaced  by  subtraction.  This  final  step  in  the  perfecting 
of  the  methods  of  computation  was  the  invention  of  John 
Napier,  Baron  of  Merchiston  (1550-1617).  It  seems  to 
be  an  easy  consequence  of  the  exponential  notation,  but, 
curiously  enough,  was  discovered  by  Napier  before  the 
invention  of  exponents  by  Des  Cartes  in  1637,  altho  the 
first  steps  toward  this  exponential  notation  are  found  in 
the  works  of  Simon  Stevin   (1548-1620). 

In  October,  1608,  Hans  Lipperhey  invented  the  tele- 
scope. In  the  summer  of  1609  it  was  perfected  by  Galileo, 
and  from  this  date  began  the  conquest  of  the  heavens. 
The  next  century,  terminating  with  the  death  of  Sir  Isaac 
Newton,  1727,  was  the  golden  age  of  astronomy,  in  which 
the  movements  of  the  celestial  bodies  were  subjected  to 
mathematical  law.     It  is  a  striking  coincidence  that  the 


POWERS  OF  NUMBERS  65 

invention  of  the  telescope,  which  so  increased  the  need 
for  tedious  calculation,  should  occur  almost  simultaneously 
with  the  invention  of  logarithms,  which  to  such  a  degree 
shortened  these  calculations.  The  greatest  of  French 
mathematicians  -and  astronomers,  La  Place,  paid  this  trib- 
ute to  Napier:  "The  invention  of  logarithms,  by  shorten- 
ing the  labors,  doubled  the  life  of  the  astronomer." 

"It  is  one  of  the  greatest  curiosities  of  science  that 
Napier  constructed  logarithms  before  exponents  were 
used,"  says  Cajori,  "and  the  fact  that  logarithms  naturally 
flow  from  the  exponential  symbol  was  not  observed  until 
much  later,  by  Euler." 

Following  is  a  description  of  Napier's  method:  "Let 
AE  be  a  definite  line  (AE  is  taken  to  be  io7,  a  proceeding 
very  similar  to  the  basing  of  the  Babylonian  number  sys- 
tem, or  604),  A'D'  a  line  extending  from  A'  indefinitely. 


BCD  a 

^ j-H 1 


A'     B'     C     D' 

Imagine  two  points  starting  at  the  same  moment,  the  one 
moving  from  A  toward  E,  the  other  from  A'  along  A'D'. 
Let  the  velocity  during  the  same  moment  be  the  same 
for  both.  Let  that  of  the  point  on  line  A'D'  be  uniform ; 
but  the  velocity  of  the  point  on  AE  decreasing  in  such 
a  way  that  when  it  arrives  at  any  point  C  its  velocity  is 
proportional  to  the  remaining  distance  CE.  If  the  first 
point  moves  along  a  distance  AC,  while  the  second  one 
moves  over  a  distance  A'C,  then  Napier  calls  A'C  the 
logarithm  of  CE."  The  adaptation  to  the  number  10  was 
suggested  at  a  meeting  of  Napier  with  Henry  Briggs, 
who  was  professor  of  geometry  in  Gresham  College,  Lon- 


66  MATHEMATICS 

don.  Briggs'  own  words  indicated  his  admiration  for  the 
invention:  "Napier,  Lord  of  Markinston,  hath  set  my 
head  and  hands  at  work  with  his  new  and  admirable  log- 
arithms. I  hope  to  see  him  this  summer,  if  it  please  God, 
for  I  never  saw  a  book  which  pleased  me  better  and  made 
me  more  wonder."  Briggs  was  delayed  in  his  journey 
to  meet  Napier,  who  said  to  a  friend:  "Ah,  John,  Mr. 
Briggs  will  not  come."  Just  at  that  moment  Briggs  ar- 
rived, and  it  is  said  that  almost  one-quarter  of  an  hour 
passed  by,  each  beholding  the  other  without  speaking  a 
word.  Briggs  at  last  spoke  :  "My  lord,  I  have  under- 
taken this  long  journey  purposely  to  see  your  person,  and 
to  know  by  what  engine  of  wit  or  ingenuity  you  first  came 
to  think  of  this  most  excellent  help  in  astronomy,  viz.,  the 
logarithms ;  but,  my  lord,  being  by  you  found  out,  I  won- 
der nobody  found  it  out  before,  when  now  known  it  is 
so  easy." 

Computations  of  logarithms  to  the  base  io  soon  fol- 
lowed, and  are  known  to-day  by  the  name  Briggs  loga- 
rithms. 

In  1647  Gregory  St.  Vincent  discovered  that  the  use  of 
a  base  denoted  by  E  =  2.718281828459046  +  .  .  .  had 
a  peculiar  relation  to  the  equilateral  hyperbola.  Such 
logarithms  are  called  hyperbolic,  or  natural,  altho  occa- 
sionally incorrectly  termed  Naperian,  and  are  of  immense 
service  in  Pure  Mathematics.  Since  Napier  did  not  use 
exponents,  he  cannot  be  said  to  have  used  a  base  in  his 
system.  If,  however,  his  logarithms  are  expressed  as  ex- 
ponents, the  base  or  number  which  is  raised  to  the  power 
would  be  very  nearly  1/e,  where  1/e  is  the  base  of  the  natu- 
ral system. 

The  invention  of  logarithms  was  designed  to  simplify 
the  labor  of  calculation.  An  attempt  along  another  line 
has  been  to  perform  the  calculations  mechanically.  Na- 
pier, with  the  "rods  or  bones,"  succeeded  in  a  way  with 
multiplication.     The  first  successful  attempt  to  perform 


Fig.   z'j  — Leibnitz   Calculating   Machine. 
From    Poleai,    the    Earliest  Treatise   on    Mechanical   Calculation. 


POWERS  OF  NUMBERS  69 

the  first  four  operations  by  machinery  alone  was  that  of 
Blaise  Pascal  (1623-1662),  when  a  lad  of  eighteen.  The 
close  application  to  this  work  undermined  a  not  over 
strong  constitution,  and  he  died  at  the  early  age  of  39. 

The  Pascal  machine,  which  is  here  illustrated,  was  con- 
structed on  the  principle  of  a  wheel  upon  the  circumfer- 
ence of  which  were  marked  the  first  9  numerals.  One 
turn  of  this  wheel  caused  the  next  wheel,  similarly  marked, 
to  pass  through  a  tenth  of  a  revolution,  and  so  forth. 
Pascal's  machine  was  not  built,  however,  strictly  on  a  deci- 
mal scale,  as  it  was  designed  for  monetary  work.  A  simi- 
lar attempt  was  made  by  Leibnitz,  the  German  mathema- 
tician. 

The  most  elaborate  calculating  engine  ever  attempted 
was  designed  by  Charles  Babbage  (1791-1871),  on  which 
he  expended  a  private  fortune  of  over  $100,000,  and  to- 
ward which  the  British  Government  contributed  $80,000 
and  a  fireproof  building  for  its  construction.  While  the 
machine  was  never  completed,  the  work  on  it  left  an  in- 
delible stamp  on  British  artizanship.  The  most  success- 
ful machine  was  constructed  by  George  and  Edward 
Scheutz,  who  were  inspired  by  the  attempt  of  Babbage. 
This  machine,  which  computes  and  prints  logarithmic  and 
other  tables,  finally  came  into  the  possession  of  the  Dud- 
ley Observatory  at  Albany,  N.  Y.  The  last  few  years 
have  seen  a  great  advance  in  the  art  of  constructing  com- 
puting machines  for  purely  commercial  purposes. 

The  inverse  process  of  involution  is  evolution,  the  prob- 
lem of  which  is  to  determine  one  of  a  given  number  of 
equal  factors  when  their  product  alone  is  given.  The 
factors  so  found  are  called  square  root,  cube  root,  fourth 
root,  etc.,  depending  upon  the  number  of  factors  involved. 
The  square  root  of  4  is  2,  the  cube  root  of  2j  is  3.  The 
simplest  method  of  extracting  a  root  is  to  divide  the  num- 
ber by  its  lowest  prime  factor  and  continue  the  process. 
It  may  be  illustrated  in  finding  the  cube  root  of  216.  Since 


70 


MATHEMATICS 


there  are  three  factors  2,  and  three  factors  3,  there  are 
three  factors  2X3,or6;or  the  cube  root  of  216  is  6. 

2  )  216 

2  )  108 

2  )  54 

3)  27 

3)  9 

3l3 


The  symbol  of  evolution  is  V  >  an  abbreviation,  r, 
for  root,  followed  by  the  vinculum;  a  figure  is  placed 
above  the  V  to  indicate  the  root  taken,  except  in  the  case 
of  square  root,  when  it  is  usually  omitted. 

The  ordinary  algorithm  or  scheme  for  finding  square 
root  is  given  in  a  paraphrase  of  the  work  of  Theon,  of 
Smyrna,  who  flourished  about  139  a.d.  :  "We  learn  the 
process  from  Euclid,  II,  4,  where  it  is  stated,  'If  a  straight 


D 

£ 


*                    F 

2          /oo 
/o 

2. 

A      B 


line  be  divided  by  any  point,  the  square  on  the  whole  line 
is  equal  to  the  squares  of  both  parts,  together  with  twice 
the  oblong  which  may  be  found  from  those  segments.'  Scs 
with  a  number  like  144,  we  take  a  lesser  square,  say  100, 
of  which  the  root  is  10.  We  multiply  10  by  2,  because 
in  the  remaining  gnomon,  ABCDEF,  there  are  two  ob- 


72 


MATHEMATICS 


longs,   and  divide  44  by  20.     The   remaindei,   4,   is   the 
square  of  AB,  or  2." 

Cube  root  is  found  in  a  similar  manner,  based  on  the 
cube  instead  of  the  square.  Thus  the  cube  on  the  sum 
of  two  lines,  a  and  b,  is  equal  to  the  cubes  on  a  and  b  and 
3  flat  figures  a  on  two  edges  and  b  on  the  third,  together 
with  3  oblong  figures  b  on  each  of  2  edges  and  a  on  the 
third;  this  is  expressed  by  a  formula:  (a  +  b)3  =  a3  + 
3a2b  +  3ab2  +  b8. 


Fig.  29  — Illustration  of  Cube  Root. 
1566.) 


(Trenchant's  Arithmetic, 


That  evolution  does  not  always  result  in  a  number  of 
our  system,  a  fraction,  which  will  now  be  called  a  'rational' 
number,  is  seen  if  one  attempts  to  find  the  square  root 
of  2.  This  may  be  done  with  any  degree  of  approxima- 
tion by  annexing  ciphers  on  the  right  of  units'  column, 

resulting  in   an   endless   decimal,    1.4142 That 

this  number  cannot  be  expressed  as  a  fraction  is  proved 
in  Euclid's  'Elements  of  Geometry,'  altho  the  proof 
is  attributed  to  some  commentator.  Suppose  W—  — 
where  m  and  n  represent  the  numerator  and  denominator 
of  a  fraction,  and  have  no  common  factor.  Then  multi- 
plying this  equation  by  itself,  member  by  member, 
2  =  m2/n2,  which  says  that  m2  is  divisible  by  n2,  which  can- 


POWERS  OF  NUMBERS 


73 


not  be,   since  m  and  n  have  no  common   factor.     In   a 
square,  side  I,  the  diagonal  is  represented  by  1/2. 

It  is  proved  in  Euclid  I,  47,  that  the  square  of  AC  is 
equal  to  the  sum  of  the  squares  on  BC  and  AB.  The 
square  on  AB  is  1,  on  BC  1,  and  the  sum  of  these  is  2. 
The  square  on  AC  is  2,  then  AC  is  1/2.  If  AC  and  AB 
have  a  common  measure — that  is,  if  a  third  line  exists 
which  is  contained  a  whole  number  of  times  in  AB  and 

AC — y_2    would   be   represented   by   the    quotient    of    two 

1 
whole  numbers,  as    — ,  which  is  shown  above  to  be  im- 


possible. If  AB  is  taken  as  this  third  line,  it  is  contained 
in  itself  once,  and  in  AC  more  than  once  and  not  twice; 
or,  the  ratio  of  these  two  numbers,  ™,  is  less  than  2  and 
more  than  1.  This  may  be  put  in  the  form,  t  <  —  <  2. 
If  Vio  of  AB  is  taken,  there  results  1.4  <  ^  <  1.5.  If 
V10  of  this  is  used,  1.41  <™  <  1.42.  Continuing,  1.414 
<5i  <  1.415,  1.4142 ■<"  <  1.4143,  and  so  on  indefinitely. 
These  two  lines  are  said  to  be  incommensurable;  that  is, 
they  have  no  common  measure.  Euclid  does  not  treat 
of  incommensurables  as  such,  as  his  mode  of  representing* 
numbers  by  lines,  which  will  be  spoken  of  later,  and  the 


74  MATHEMATICS 

peculiar  device  used  by  him  in  dealing  with  ratios,  avoid- 
ed the  difficulty.    Theodorus  (c.  400  b.c.)  showed  that  the 

lines  represented  by  V  3>  V  5>  /  7>  V  8>  V  *o»  V  IX»  V  I2> 

y  13,  ■/  14,  |/  15,  and  j/  17,  are  incommensurable  with  the 
unit  line. 

Going  back  to  the  number  system  following  division,  it 
was  found  to  be  representable  by  a  series  of  dots,  between 
any  two  of  which  existed  a  third  dot,  yet  the  dots  do  not 
form  a  continuous  line.  If  one  chooses  as  the  side  of 
the  above  square  the  distance  from  dot  0  to  dot  1,  and  then 
lays  off  AC  from  0,  the  end  C  will  give  a  dot  which  is 
not  found  in  the  system  of  rationals.  The  final  widening 
of  the  number  system,  so  far  as  arithmetic  is  concerned, 
takes  place  here  when  such  expressions  as  V~z^V~^Tt  or 
the  ratio  of  the  circumference  to  the  diameter  of  a  circle 
=  3.14159  .  .  .,  e,  the  base  of  the  Naperian  system  of 
logarithms  are  called  numbers,  altho  none  of  them  is  rep- 
resentable fully  by  any  number  of  orders  in  the  Hindu 
notation.  Such  numbers  are  called  irrationals,  and  are 
divided  into  two  classes :  surds,  which  are  expressible  by 
a  combination  of  root  signs,  and  transcendentals,  which 
are  not,  as  n  and  £.  A  transcendental  is  sometimes  de- 
fined as  a  number  which  is  not  the  root  of  any  algebraic 
equation,  with  positive  integral  exponents  and  rational  co- 
efficients. 

Irrationals  were  discovered  by  the  Pythagoreans.  The 
following  story  is  told  concerning  irrationals:  "It  is 
said  that  the  man  who  first  made  the  theory  of  irrationals 
public  died  in  a  shipwreck  because  the  unspeakable  and 
invisible  should  always  be  kept  secret,  and  that  he  who 
by  chance  first  touched  and  uncovered  this  symbol  of  life 
was  removed  to  the  origin  of  things,  where  the  eternal 
waves  wash  around  him."  Such  is  the  reverence  in  which 
these  men  held  the  theory  of  irrational  quantities. 

Greek   arithmetic,    the    science    of   numbers    as   distin- 


POWERS  OF  NUMBERS 


75 


guished  from  logistic,  or  calculation,  has  its  beginnings 
with  Pythagoras  (circa  569-500  B.C.),  who  founded  a 
brotherhood  holding  common  philosophical  beliefs,  which 
were  based  on  mathematics.  The  Pythagoreans  did  not 
commit  their  work  to  writing  and  held  it  secret  from  those 
outside  their  own  circle,  and  the  glory  of  any  discovery 
was  given  to  Pythagoras  himself  as  the  founder  of  the 
school. 

The  properties  of  numbers  studied  by  the  Pythagoreans 
may  be  classed  under  four  heads  which  give  rise  to  four 
types  of  numbers :  'Polygonal'  numbers,  or  those  num- 
bers which  if  indicated  by  dots  can  be  arranged  in  poly- 
gons or  regular  figures;  'factors'  of  numbers,  numbers 
forming  a  'proportion/  and  numbers  in  'series/ 


0 

0 

0 

0 

O 

O 

/ 

6% 

3 

0 

0 

0 

0 

0 

O 

0 

0 

0 

0 

O 

O 

&: 

0 

0 

0 

0 

O 

O 

b  o\ 
00   o. 

$ 

5^/di 

0 

0 
F 

0 

0 

O 

O 

Fig 

00  '  0 '  o- 
to 

31  — Triangular 

O    O     Q 

6 

Lg-    30 

— Gnomon. 

Numbers 

All  numbers  (whole)  are  divided  into  two  classes,  even 
and  odd.  The  odd  numbers,  I,  3,  5,  7,  .  .  .  are  called  'gno- 
mons'— that  is,  an  odd  number  is  always  the  difference 
between  two  square  numbers,  and  can  therefore  be  rep- 
resented by  the  figure  which  remains  when  a  square  is 
cut  from  the  corner  of  a  larger  square.  Thus  in  the  figure 
36  is  a  square  number,  since  it  can  be  arranged  in  the 
form  of  a  square  with  6  dots  on  a  side.    The  lower  right- 


76  MATHEMATICS 

hand  square  16  is  taken  from  36  and  there  remains  the 
gnomon  20. 

The  product  of  two  numbers  is  said  to  be  plane,  and  if 
the  number  cannot  be  represented  by  a  square  it  is  called 
oblong.  Triangular  numbers  are  those  which  can  be  ar- 
ranged in  the  form  of  a  triangle : 

In  the  triangular  number  10,  one  side  of  the  triangle  is 
4.  The  following  passage  from  Lucian  (given  by  Ball) 
has  reference  to  this  fact.  A  merchant  asks  Pythagoras 
what  he  can  teach  him.  The  following  conversation  en- 
sues : 

Pythagoras — I  will  teach  you  how  to  count. 
Merchant — I  know  that  already. 
Pythagoras — How  do  you  count? 

Merchant — One,  two,  three,  four 

Pythagoras — Stop !  What  you  take  to  be  four  is 
ten,  a  perfect  triangle,  and  our  symbol. 
It  may  be  said  that  the  whole  treatment  of  numbers  by 
the  Greeks  through  the  time  of  Euclid  was  geometrical. 
The  ease  with  which  numbers  could  be  represented  by 
lines  led  to  a  habitual  linear  symbolism  such  as  is  used  by 
Euclid  (circa  300  B.C.),  where  the  second,  seventh,  eighth 
and  ninth  and  tenth  books  either  deal  with  magnitudes, 
which  include  lines  as  well  as  numbers,  or  numbers  them- 
selves which  are  represented  by  lines. 

The  first  proposition  of  the  seventh  book  of  Euclid  is 
taken  from  T.  L.  Heath's  'Euclid,'  Vol.  II,  p.  296,  the  most 
valuable  commentary  that  has  appeared  in  English : 

Two  unequal  numbers  being  set  out,  and  the  less 
being  continually  subtracted  in  turn  from  the  greater, 
if  the  number  which  is  left  never  measures  the  one 
before  it  until  an  unit  is  left,  the  original  numbers  will 
be  prime  to  one  another  (that  is,  will  contain  no  com- 
mon factor). 

For,  the  less  of  two  unequal  numbers  AB,  CD  being 
continually  subtracted  from  the  greater,  let  the  num- 
ber which  is  left  never  measure  the  one  before  it  until 


POWERS  OF  NUMBERS 


77 


an  unit  is  left.  I  say  that  AB,  CD  are  prime  to  one 
another — that  is,  that  an  unit  alone  measures  AB,  CD. 

For,  if  AB,  CD  are  not  prime  to  one  another,  some 
number  will  measure  them. 

Let  a  number  measure  them,  and  let  it  be  E ;  let  CD, 
measuring  BF,  leave  FA  less  than  itself;  let  AF, 
measuring  DG,  leave  GC  less  than  itself,  and  let  GC, 
measuring  FH,  leave  an  unit  HA. 


-  G 


B     O 


t 


Since,  then,  E  measures  CD,  and  CD  measures  BF, 
therefore  E  measures  BF.  But  it  also  measures  the 
whole  BA;  and  therefore  it  will  also  measure  the  re- 
mainder AF. 

But  AF  measures  DG;  and  therefore  E  also  meas- 
ures DG.  But  it  also  measures  the  whole  DC ;  there- 
fore it  will  also  measure  the  remainder  CG. 

But  CG  measures  FH,  therefore  E  also  meas- 
ures FH. 

But  it  also  measures  the  whole  FA ;  therefore  it 
will  also  measure  the  remainder,  the  unit  AH,  tho 
it  is  a  number,  which  is  impossible. 

Therefore    no   number   will    measure   the   numbers 
AB,  CD ;  therefore  AB,  CD  are  prime  to  one  another. 
This  theorem  leads  to  the  usual  method  of  determining 
the  largest  number  which  is  a  common  factor  of  two  given 
numbers.     The  smaller  is  divided  into  the  larger,  the  re- 
mainder from  this  division  into  the  former  divisor.     The 


78 


MATHEMATICS 


final  remainder  which  is  contained  without  a  remainder  is 
the  largest  common  divisor;  if  this  last  divisor  is  unity 
the  numbers  are  said  to  be  prime  to  each  other. 


5^5 


Fig.    32  — Albert   Durer's    Engraving    Melancholy,    Showing 
Magic  Squares. 

With  the  Greeks  is  found  much  mysticism,  imbibed  from 
the  Egyptians.  The  Pythagoreans  sought  the  origin  of 
all  things  in  number. 


POWERS  OF  NUMBERS  79 

One  is  the  essence  of  all  things ;  four  is  the  symbol  of 
perfection  corresponding  to  the  human  soul ;  five  is  the 
cause  of  color;  six  of  cold;  seven  of  mind,  health  and 
light;  eight  of  love  and  friendship.  A  perfect  number  is 
equal  to  the  sum  of  its  factors :  28  =  1  +  2  +  4  +  7  +  14. 
Other  numbers  are  excessive  or  defective.  Amicable  num- 
bers are  those  each  of  which  is  equal  to  the  sum  of  the 
factors  of  the  other,  as  222  =  1  +2  +  4  +  71  +  142  and 
284  =  1  +  2  +  4  +  5  +  10  +  11  +  20  +  22  +  45  +  55 
+  no. 

To  Eratosthenes  is  due  a  method  of  picking  out  prime 
numbers,  numbers  which  have  no  factors  except  the  num- 
ber itself  and  unity.  The  even  numbers,  except  2,  contain 
no  primes.  All  the  others,  as  far  as  one  wished  to  go, 
were  written  upon  a  papyrus.  Every  third  number  con- 
tains 3  as  a  factor  and  was  cut  out  of  the  papyrus,  so  with 
every  fifth,  seventh,  and  so  forth.  The  remaining  numbers 
on  the  papyrus  are  prime.  The  papyrus  with  the  holes 
where  the  numbers  were  cut  out  was  called  Eratosthenes' 
sieve.  The  last  important  Greek  writer  on  arithmetic  was 
Diophantus  of  Alexandria,  who  flourished  about  150  b.c. 
His  work  will  be  mentioned  in  connection  with  Algebra. 

One  of  the  famous  theorems  in  the  theory  of  numbers, 
due  to  Ferrnat,  concerns  the  number  of  primes  contained 
in  the  form  Fn  =  22n  +  1  where  n  is  any  number.  Fermat 
believed  that  every  value  of  n  gives  a  prime  and  showed 
this,  for  n  =  o,  1,  2,  3,  4. 

Euler  in  1732  found  that  for  n  =  5  the  number  has  a 
factor,  641.  Factors  have  been  found  for  each  of  the 
following  values  of  n:   6,  7,  9,  n,  12,  18,  23,  36,  38. 

Fermat  asserted  without  proof  that  nn  +  yn=  znis  un- 
solvable  except  in  certain  self-evident  cases.  Mathemati- 
cians have  not  as  yet  been  able  to  prove  or  disprove  this 
statement. 

Dedekind's  view  of  the  irrational  as  a  "schnitt,"  or  cut, 
may  be  given  in  his  own  words,  "If  all  points  of  the 
straight  line  fall  into  two  classes,  such  that  every  point 


to 

26 

6 

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Fig.  33  — The  Nine  Sections  of  a  Magic  Cure.     (Andrews.) 


47 

22 
II 
62 

19 

26 

35 
38 

16 
63 
46 
21 
36 
39 
18 
27 

23 
48 
61 
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Fig.  34  — Closed  Knights  Tour,  Magic  Square.     (Wenzelides.) 


A 

BC 

D 

E 

F 

G 

H 

1 

K 

L 

M 

N 

0 

P 

a 

u 

-Jf 

11 

-3? 

17 

3/ 

7? 

3Z 

Sf 

Z2 

-23 

U 

-II 

-77 

i- 

*f 

Fig.  35  — Euler's  Magic  Square. 


POWERS  OF  NUMBERS  81 

of  the  first  class  lies  to  the  left  of  every  point  of  the  sec- 
ond class,  then  there  exists  one  and  only  one  point  which 
produces  this  division  of  all  points  into  two  classes,  this 
severing  of  the  straight  line  into  two  portions."  If  the 
point  represents  a  rational  number,  well  and  good;  if  not, 
the  'exists'  posits  such  a  point  and  it  is  said  to  represent  an 
irrational  number. 

The  formation  of  magic  squares  which  reveal  the  won- 
drous symmetry  of  numbers  has  had  a  fascination  for 
mathematicians  of  all  lands.  The  earliest  record  of  a 
magic  square  is  found  in  Chinese  literature  of  about  1125 
a.d.  ('Chinese  Philosophy/  by  Dr.  Paul  Carus,  quoted  by 
W.  S.  Andrews).  The  wood-cut  by  Albert  Diirer  contains 
the  first  magic  square  found  in  the  Christian  Occident. 
Successive  numbers,  beginning  with  1,  are  to  be  so  placed 
in  square  array  that  the  sum  of  each  column,  the  sum  of 
each  row  and  the  sum  of  each  diagonal  shall  be  the  same. 
A  curious  form  of  the  magic  square  was  worked  out  by  a 
Moravian,  Wenzelides,  in  which  the  numbers,  in  addition 
to  having  the  arrangement  of  a  magic  square,  follow  the 
knight  on  a  chessboard,  one  square  forward  and  one 
square  diagonally.     (Fig.  34.) 

Magic  cubes  have  also  been  constructed,  in  which  the 
numbers  are  arranged  in  cubical  array. 

An  unsolved  problem  found  among  Euler's  papers  is  to 
place  a  number  in  each  of  the  sixteen  squares  A,  B,  C  .  .  . 
such  that  the  sum  of  the  squares  of  the  numbers  shall 
fulfil  the  conditions  of  a  magic  square,  and  in  addition 
the  products  of  the  numbers  taken  horizontally  two  at  a 
time,  and  also  vertically  two  at  a  time,  shall  be  the  same. 

Euler  stated  that  he  had  found  a  general  means  of  solu- 
tion which  is  not  given.  The  particular  case  here  given 
was  found  in  the  papers  he  left.     (Fig.  35.) 


CHAPTER  III 


There  is  no  hard-and-fast  dividing  line  between  Algebra 
and  Arithmetic.  Algebra  was  called  by  Sir  Isaac  Newton 
Universal  Arithmetic,  a  generalization  of  those  processes 
which  have  to  do  with  number.  It  is  a  generalization  in 
the  application  of  the  processes  rather  than  in  the  processes 
themselves.  The  most  important  generalization  is  in  the 
notion  of  number  itself.  In  arithmetic  it  was  represented 
by  a  continuous  line,  indefinite  in  extent  both  to  the  right 
and  left.  A  combined  result  of  the  three  inverse  proc- 
esses, subtraction,  division  and  evolution,  widens  this  num- 
ber system  to  cover  the  entire  plane. 

Algebra  has  been  defined  as  the  Science  of  the  Equation, 
but  the  equation  is  also  a  valuable  asset  of  arithmetic. 
When  the  savage  first  recognises  that  2  is  made  up  of  I 
and  i,  setting  these  ideas  over  against  each  other  and  bal- 
ancing them,  the  equation  has  become  a  factor  in  his 
thought,  altho  it  has  had  no  symbolic  or  verbal  expression. 
The  algebraic  use  of  the  equation  differs  essentially  from 
the  general  use  to  which  it  is  put  in  arithmetic.  In  the 
latter  it  was  arrived  at  after  a  process  of  thought  and 
sums  up  that  thought;  that  is,  it  becomes  a  formula  in 
which  are  found  only  known  terms.  It  is  seen  after  an 
elaborate  course  of  reason  and  experiment  that  the  square 
described  on  the  sum  of  two  lines  a  and  b  is  equivalent  to 
two  squares,  one  on  a  and  another  on  b,  and  two  rectangles 
or  oblongs  formed  by  a  for  one  side  and  b  for  the  other. 


ALGEBRA  83 

This  is  put  in  the  shape  of  a  formula,  (a  +  b)2  =  a2  +  2 
ab  +  b2,  where  nothing  is  found  in  it  except  the  known 
lines  a  and  b.  Thus  in  arithmetic  the  equation  is  the 
vehicle  by  which  truth  already  discovered  is  expressed. 

On  the  other  hand,  in  Algebra  the  equation  is  the  tool 
by  which  the  discovery  is  made.  The  unknown  number, 
or  the  number  to  be  found,  is  represented  by  some  symbol 
or  word,  and  from  the  statement  of  the  problem  a  balance 
is  set  up  which  the  operator  manipulates  until  such  un- 
known is  determined.  The  equation  is  the  most  useful  and 
powerful  tool  in  the  hands  of  the  algebraist,  and  this  par- 
ticular distinction  just  made  may  be  said  to  be  the  impor- 
tant one.  The  main  purpose  of  Algebra  is  to  evolve  a 
mechanism  by  which  the  equation  may  be  so  manipulated 
that  it  will  reduce  to  a  simple  equation  between  the  un- 
known number  on  the  one  hand  and  a  known  number  on 
the  other. 

If  the  average  school  boy  were  asked  for  his  notion  of 
algebra  his  probable  reply  would  be  that  it  has  something 
to  do  with  x  and  y.  In  paging  over  a  recent  text-book  on 
the  subject  the  remark  was  made  that  the  whole  language 
seemed  to  be  made  up  of  x's  and  y's.  While  the  develop- 
ment of  a  comprehensive  symbolism  is  one  of  the  impor- 
tant features  of  the  Algebra  of  to-day  it  was  not  always  so. 
The  modern  symbolism  in  Algebra  did  not  reach  its  pres- 
ent perfection  until  the  eighteenth  century,  and  in  the  past 
ten  years  a  new  symbolism  has  sprung  up  in  which  words, 
which  are  ambiguous  at  best,  are  entirely  replaced  by  sym- 
bols in  the  whole  course  of  the  reasoning. 

However,  Algebra  to-day  is  characterized  by  a  more 
general  symbolism  for  number.  The  use  of  a  single  letter 
for  the  unknown  number  and  of  other  letters  for  the 
known  numbers  involved  greatly  facilitates  the  operations 
with  these  numbers  and  enables  the  stating  of  a  general 
law  in  a  single  step.  In  the  formula  cited  above  a  is  a  line ; 
it  may  be  regarded  as  a  number  which  is  found  by  measur- 
ing the  line  by  a  unit.    Two  elements  come  in  which  make 


84  MATHEMATICS 

this  a  more  general  number  than  could  be  expressed  in  the 
Hindu  notation.  If  the  unit  is  changed  the  number  a  is 
changed.  In  this  way  a  may  be  said  to  stand  for  any  posi- 
tive number  whatsoever.  Again  a  and  b  may  be  any  two 
lines  at  will  and  the  statement  is  still  true.  The  Principle 
of  Continuity  or  of  No  Exception,  invoked  in  the  widening 
of  the  number  system,  gave  new  numbers  which  in  general 
obey  the  laws  of  the  old.  Thus  the  above  statement,  which 
originated  with  a  and  b  as  lines,  is  equally  true  if  a  and  b 
are  negative  numbers.  Summing  up  this  point,  it  may  be 
said  that  in  addition  to  representing  numbers  by  the  Hindu 
method,  Algebra  represents  numbers  by  means  of  letters, 
and  while  such  numbers  are  regarded  as  known,  yet  it  may 
be  that  no  particular  value  is  thought  of  in  the  discussion, 
and  they  may  be  given  any  value  at  will. 

Again,  a  number  which  is  in  a  constant  state  of  flux  or 
change  may  be  the  subject  of  thought,  as  the  price  of  wheat 
on  the  exchange  or  the  velocity  of  a  railroad  train.  It 
would  be  exceedingly  difficult  to  represent  such  a  number 
with  no  more  mechanism  than  arithmetic  affords,  but  Al- 
gebra allows  of  its  representation  by  a  letter.  The  last 
letters  of  the  alphabet  are  usually  allotted  to  these  variable 
numbers  and  the  first  letters  to  constants  or  numbers  which 
do  not  vary.  Another  and  in  some  ways  parallel  distinc- 
tion is  made  in  using  the  last  letters  for  unknowns  and  the 
first  letters  for  knowns.  These  are  simply  two  phases  of 
the  same  convention. 

This  use  of  a  letter  for  a  general  number  is  found  in  the 
works  of  Aristotle,  where  he  says  in  one  place:  "If  A  is 
the  moving  force,  B  that  which  is  moved,  G  the  distance 
and  D  the  time,"  etc. 

Still  a  more  general  representation  of  number  may  be 
arrived  at  through  the  idea  of  functionality.  A  number  is 
said  to  be  a  function  of  one  or  more  other  numbers  if  it 
depends  for  its  value  upon  the  value  of  the  other  number  or 
numbers.  Thus  the  volume  of  a  rectangular  solid  depends 
on  the  length  of  base,  the  width  of  base  and  the  altitude, 


ALGEBRA  85 

In  some  cases  it  is  known  exactly  what  the  relation  termed 
functionality  is,  but  in  the  great  majority  of  cases  such 
functionality  or  dependence  cannot  be  put  in  any  more 
definite  form. 

If  a,  b  are  respectively  the  length  and  width  of  the  base 
and  c  the  altitude  and  V  the  volume  of  the  rectangular 
solid,  functionality  is  expressed  by  V  =  F  (a,  b,  c).  This 
functionality  may  be  more  definitely  expressed  as  V  = 
a  X  b  X  c  One  says  the  state  of  the  weather,  S,  depends 
upon  temperature,  T,  humidity  H,  direction  and  velocity 
of  wind,  D  and  V.  But  no  more  definite  form  can  be  writ- 
ten than  S  =  F  (T,  H,  D,  V). 

If  x,  y  are  two  variable  quantities,  with  dependence  of  y 
upon  x,  this  is  put  in  the  form  y  =  f  (x). 

The  number  system  of  arithmetic  was  developed  from 
the  simple  process  of  counting  and  gave  rise  to  an  idea 
of  number  (the  field  of  real  numbers)  which  was  asso- 
ciated with  a  line,  a  space  notion.  Real  number  may  be 
thought  as  arising  from  sequence  in  time.  51  is  thought 
of  not  as  a  collection  of  51  units,  but  as  an  element  in  a 
series  after  50  and  before  52.  In  counting  one  arrives  at 
51  after  50  and  before  52.  In  this  way  Algebra  may  be 
conceived  of  as  the  science  of  time  series  as  opposed  to 
geometry,  the  science  of  space,  thus  treating  of  the  a  priori 
elements  of  Kant,  time  and  space.  The  two,  Algebra  and 
Geometry,  have  been  closely  interwoven  in  their  historical 
development,  especially  in  the  beginnings  of  each.  It  has 
been  seen  how  the  Greeks  built  their  theory  of  number 
upon  its  line  representation,  and  it  is  a  commonplace  that  if 
a  relation  can  be  pictured  to  the  eye  by  means  of  a  figure 
in  space  the  reasoning  is  greatly  assisted. 

Such  a  view  is  sometimes  misleading.  If  intuition  alone 
had  been  trusted  to  determine  whether  or  no  all  points  had 
been  used  up  by  fractions,  the  answer  would  have  been 
'yes'  and  the  irrationals  would  have  been  omitted. 

Environment  and  racial  conditions  have  been  the  deter- 
mining factors  in  the  growth  of  Algebra  and  Geometry. 


86  MATHEMATICS 

Egypt  was  an  agricultural  country,  land  was  of  value  and 
Geometry  as  the  science  of  measurement  began  there. 
The  Arabians  were  a  nomadic  people ;  land  was  only  valu- 
able at  the  time  it  was  being  grazed  by  the  flocks  and 
herds;  the  peculiarly  clear  atmosphere,  resplendent  with 
myriads  of  stars,  nightly  turned  the  Arab's  attention  to 
the  celestial  bodies  as  he  tended  the  flock,  and  he  was  led 
to  cultivate  those  branches  of  analysis  and  astronomy 
which  he  received  as  the  product  of  the  subtle,  imaginative 
mind  of  the  Hindu.  Thus  Geometry  and  Algebra,  each 
arising  from  the  needs  and  characteristics  of  a  race  pe- 
culiarly adapted  to  its  cultivation,  were  developed  side  by 
side,  each  borrowing  something  from  the  other,  but  pre- 
serving its  own  distinctive  qualities  until  the  time  of 
Descartes  (1637),  when  by  his  invention  of  the  analytic 
geometry  the  two  streams  converge  again,  each  becomes 
in  full  the  interpretative  agency  of  the  other. 

Less  than  fifty  years  ago  it  began  to  be  more  and  more 
realized  that  while  Geometry  always  interpreted  Algebra 
correctly  if  it  itself  were  correctly  interpreted,  yet  the 
notions  of  Geometry  were  only  conventionally  and  approxi- 
mately represented  by  a  figure  and  that  intuition  guided  by 
the  eye  was  not  always  to  be  trusted.  So  a  new  movement 
sprang  up  to  completely  arithmetize  Geometry.  Its  first 
and  great  apostle  was  Karl  Weierstrass,  the  "father  of 
precision/'  born  at  Ostendfelde  October  13,  1815. 

The  investigations  of  the  foundations  of  mathematics 
of  the  past  ten  or  fifteen  years,  carried  on  by  a  host  of 
mathematicians  in  Italy,  France,  Germany,  England  and 
the  United  States,  has  carried  this  work  farther — to  base 
all  geometry  upon  number.  Thus  the  continuity  of  the 
whole  field  of  mathematics  has  been  established  and  a  com- 
plete symmetrical  system  has  been  built  up  or  created,  be- 
ginning with  the  simple  notion  of  putting  one  with  one, 
growing  like  a  great  oak  from  the  acorn  until  to-day  it  is 
impossible  for  one  mind  in  a  lifetime  to  embrace  it  in  all 
its  ramifications. 


ALGEBRA  87 

A  simple  equation  is  one  in  which  there  is  one  unknown 
quantity  and  it  is  involved  only  in  its  first  power  or  degree, 
as  x  -f-  7  =  15.  It  is  easily  seen  that  the  only  value  of  x 
for  which  this  equation  can  be  true  is  8  or  x  -f-  7  =  15  if 
x  =  8.  A  simple  equation  then  may  be  looked  upon  as  a 
single  condition  which  is  satisfied  if  a  certain  value  is 
given  to  the  unknown. 

The  Egyptian  treatise  on  mathematics  by  Ahmes  gives, 
after  his  treatment  of  unit  fractions,  eleven  problems,  each 
resulting  in  a  simple  equation.  The  equation  given  is 
quoted  by  Cajori. 


Ha'  neb-f      ma-f    ro  sefex-f    hi-i     xePer_f    em  sa  sefex ; 

Heap  its  f ,      its  £,       its  \,  its  whole,  it  gives  37 

i.e.  «(!         +i         +}         +1)        =  37 


Another  problem  reads  "Heap,  its  2/3,  its  1/2,  its  X/T, 
its  whole,  it  gives  33."  Which  put  in  modern  form,  omit- 
ting the  sign  of  addition  which  was  not  used  by  Ahmes, 

1  v,  y2  v.  *  =  33- 

The  method  of  solution  is  to  determine  by  what  I  2/3  7> 
1/1  must  be  multiplied  to  give  33  and  the  answer  is  14  a/4 
V97  7*  7e79  7tt6  7i94  7388-  Such  was  the  laborious  and  awk- 
ward solution  of  a  simple  equation. 

The  mathematics  of  the  Hindus  from  Brahmagupta,  born 
598  a.d.,  to  Bhaskara,  born  11 14,  was  made  known  to  the 
English-speaking  world  by  H.  T.  Colebrooke  (1817). 
These  treatises  are  clothed  in  mystic  and  obscure  language 
and  are  very  difficult  of  translation.  The  story  of  the  ori- 
gin of  the  work  by  Bhaskara  is  given  by  Brooks :  "The 
work  is  named  for  the  author's  daughter,  Lilavati,  who  it 
appeared  was  destined  to  pass  her  life  unmarried  and  with- 
out children.     The  father,  however,  having  ascertained  a 


88  MATHEMATICS 

lucky  hour  for  contracting  her  in  marriage,  left  an  hour- 
cup  on  a  vessel  of  water,  intending  that  when  the  cup 
should  subside  the  marriage  should  take  place.  It  hap- 
pened that  the  girl,  from  a  curiosity  natural  to  children, 
looked  into  the  cup  to  see  the  water  coming  in  at  the  hole, 
when,  by  chance,  a  pearl  separated  from  her  bridal  dress, 
fell  into  the  cup,  and  rolling  down  to  the  hole,  stopped  the 
influx  of  water.  When  the  operation  of  the  cup  had  been 
thus  delayed,  the  father  was  in  consternation,  and  examin- 
ing, he  found  that  the  small  pearl  had  stopped  the  flow  of 
water,  and  the  long  expected  hour  had  passed.  Thus  dis- 
appointed, the  father  said  to  the  unfortunate  daughter,  T 
will  write  a  book  of  your  name,  which  shall  remain  to  the 
latest  times,  for  a  good  name  is  a  second  life  and  the 
groundwork  of  eternal  existence.'  " 

The  following  problem  from  the  Lilavati  serves  to  show 
the  poetic  form  in  which  they  are  garbed: 

"Out  of  a  heap  of  pure  lotus  flowers,  a  third  part,  a  fifth, 
a  sixth,  were  offered  respectively  to  the  gods  Siva,  Vishnu, 
and  the  Sun ;  a  quarter  was  presented  to  Bhavani ;  the  re- 
maining six  were  given  to  the  venerable  preceptor.  Tell 
me,  quickly,  the  whole  number  of  flowers." 

"Out  of  a  swarm  of  bees,  one-fifth  of  them  settled  on  the 
blossom  of  the  cadamba  and  one-third  on  the  flower  of 
the  silind'hri ;  three  times  the  difference  of  these  numbers 
flew  to  the  bloom  of  a  cutaja.  One  bee,  which  remained, 
hovered  and  flew  about  in  the  air,  allured  at  the  same 
moment  by  the  pleasing  fragrance  of  a  jasmine  and  pan- 
danus.  Tell  me,  charming  woman,  the  number  of  the 
bees." 

The  following  examples  are  taken  from  The  Ganita- 
Sara-Sangraha,  previously  quoted,  translated  by  M.  Ranga- 
charya,  of  Madras.  The  source  of  this  material  is  an 
article  by  Professor  David  Eugene  Smith  in  'Bibliotheca 
Mathematica'   (December,  1908)  : 

"One-fourth  of  a  herd  of  camels  was  seen  in  the  forest; 


ALGEBRA  89 

twice  the  square  root  (of  that  herd)  had  gone  on  to  the 
mountain  slopes ;  and  three  times  five  camels  (were)  how- 
ever (found)  to  remain  on  the  bank  of  a  river.  What  is 
the  numerical  measure  of  that  herd  of  camels?" 

A  quadratic  equation  is  one  in  which  appears  as  the 
highest  power  of  the  unknown  the  second  power.  Thus 
the  equation  x2  —  7  x  -f-  12  =  o  contains  the  second 
power  of  x  and  is  therefore  a  quadratic,  yielding  as  the 
two  values  of  x,  3  and  4.  The  question  naturally  arises, 
How  can  x  be  at  the  same  time  3  and  4?  The  quadratic  is 
the  expression  of  a  double  condition ;  it  is  satisfied  not  by 
3  and  4  at  the  same  time,  but  by  3  or  by  4. 

As  is  seen  by  substituting  3  or  x,  giving  32  —  7X3  + 
12  =  o,  or,  9  —  21  -f-  12  =  o,  again  4,  42  —  7X4+  I2 
=  o,  or,  16  —  28  +  12  =  0.  The  equation  x2  —  7  x  -f- 
12  =  o  is  true  if  x  is  3,  or  if  x  is  4. 

Various  devices  have  been  used  to  solve  the  quadratic, 
which  may  be  written  in  the  general  form  ax2  -j-  bx  +  c 
=  o,  where  a,  b,  c  may  have  any  values  whatever  except 
that  a  may  not  be  o  (if  a  =  o,  the  second  degree  term 
would  vanish  and  the  equation  would  no  longer  be  quad- 
ratic). The  simplest  mode  is  by  "completing  the  square." 
If  the  equation  to  be  solved  is  x2  -j-  6x  =  16,  it  is  seen 
by  comparing  with  the  expression  for  the  square  of  (a  + 
b),  a2  +  2  ab  -f-  b2  that  the  left  member  of  the  equation 
in  order  to  be  a  perfect  square  should  have  the  term  9 
added  to  it.  Adding  this  to  the  other  side  also  the  balance 
is  preserved. 

x2  +  6  x  +  9  =  16  +  9  =  25. 

Now  since  both  sides  are  perfect  squares,  the  square 
roots  may  be  found.  The  square  root  of  x2  +  6  x  +  9  = 
x  +  3.  And  the  square  root  of  25  may  be  +  5,  or  —  5, 
since  (+  5)  X  (+  5)  =  25,  and  (—  5)  X  (—  5)  =25. 
This  two-fold  condition  is  then  expressed  by  writing 
V25  =  ±  5.  Where  as  above  it  is  understood  that, 
either  -f-  5,  or  —  5  is  to  be  taken.     Equating  the  square 


90  MATHEMATICS 

roots  of  the  two  members  x  +  3  =  i  5,  and  breaking 
this  up  into  two  conditions, 

x  +  3  =  +  5orx  +  3  =  —  5 

X  =  2  x  = 8 

Bhaskara,  who  solved  such  equations,  says  "the  second 
value  in  this  case  is  not  to  be  taken,  for  it  is  inadequate, 
people  do  not  approve  of  negative  roots." 

Such  equations  as  the  above  were  readily  solved  by  the 
Hindus.  Hankel  says  of  them :  "If  one  understands  by  Al- 
gebra the  application  of  arithmetical  operations  to  complex 
magnitudes  of  all  sorts,  whether  rational  or  irrational 
numbers  or  space-magnitudes,  then  the  learned  Brahmins 
of  Hindostan  are  the  real  inventors  of  Algebra." 

About  150  years  after  Mohammed's  flight  from  Mecca, 
the  study  of  Hindu  science  was  taken  up  at  Bagdad  in 
the  court  of  Caliph  Almansus.  In  773  a.d.  there  appeared 
at  his  court  a  Hindu  astronomer,  with  astronomical  tables 
which  were  translated  into  Arabic.  The  first  Arabic 
treatise  now  known  is  that  of  Muhammed  ibn  Musa  Alch- 
warizmi.  The  work,  which  was  translated  probably  by 
Athelard  of  Bath,  and  which  is  the  first  work  in  which 
the  word  Algebra  (or  in  the  Arabic  aldschebr  walmuka- 
bala)  occurs,  begins :  "Spoken  has  Algorithmi.  Let  us  give 
deserved  praise  to  God,  our  leader  and  defender."  The 
word  Algorithmi  is  the  Latin  form  of  the  author's  name, 
from  which  comes  the  word  algorithm,  signifying  a  rule 
for  computation.  The  two  words  used  as  a  name  for 
Algebra  mean  "restoration  and  opposition"  and  have  ref- 
erence to  the  transposing  of  the  terms  of  an  equation 
and  discarding  equal  terms  from  both  members. 

An  equation  of  the  form  y  =  2  x  -f-  5  expresses  a  con- 
dition between  two  unknowns  or  variables.  Such  an  equa- 
tion is  said  to  be  indeterminate,  since  any  number  of  pairs 
of  values  of  x  and  y  will  satisfy  it. 

If  x  =  1,  y  =  7 ;  if  x  =  o,  y  =  5 ;  if  x  =  —  1,  y  is  3 ; 


ALGEBRA  91 

if  x  =  —  2,  y  =  1 ;  if  x  =  —  3,  y  =  —  1,  and  so  on 
indefinitely.  This  relation  between  x  and  y  may  be  shown 
graphically  by  a  method  which  is  the  foundation  of  the 
Analytic  Geometry,  invented  by  Des  Cartes  (1637),  from 
which  date,  it  may  safely  be  said,  modern  mathematics 
takes  its  rise.  The  principle  upon  which  it  is  based  is  that 
a  point  in  a  plane  may  ba  located  if  its  distances  are  known 
from  two  intersecting  lines,  called  axes.  These  axes  are 
chosen  for  convenience  at  right  angles,  altho  this  is  im- 
material except  for  simplicity. 

The  study  of  indeterminate  equations  is  called  Diophan- 
tine  analysis,  from  Diophantos  of  Alexandria,  the  last 
great  Greek  mathematician,  of  whose  work  six  books  re- 
main, which  treat  of  such  problems  as: 

To  find  a  right-angled  triangle  such  that  the  difference 
of  its  sides  is  a  square,  and  also  the  greater  alone  is  a 
square,  and,  thirdly,  its  area  +  the  less  side  is  a  square. 
A  solution  to  this  problem  is  to  take  1,  2  for  the  lengths 
of  the  sides.  The  Fermat  equation  xn  +  yn  =  zn  is  an 
indeterminate  equation. 

The  most  famous  problem  of  this  type  is  the  "cattle'* 
problem,  attributed  to  Archimedes,  the  most  celebrated 
problem  of  antiquity.  It  is  in  the  form  of  an  epigram, 
and  has  been  translated  by  T.  L.  Heath  as  follows: 

"Compute,  O  stranger !  the  number  of  cattle  of  Helios, 
which  once  grazed  on  the  plains  of  Sicily,  divided  accord- 
ing to  their  color,  to  wit:  (1)  White  Bulls  =  y2  -\-  y3 
of  the  Black  Bulls  +  Yellow  Bulls;  (2)  Black  Bulls  =  % 
and  y,  of  the  Dappled  Bulls  +  the  Yellow;  (3)  Dappled 
Bulls  =  V.  +  Vi  of  the  White  +  Yellow;  (4)  the  White 
Cows  =  Yz  and  y^  of  the  Black  Herd  (Bulls  and  Cows  = 
Herd)  ;  (5)  the  Black  Cows  =  yA  and  l/$  of  the  Dappled 
Herd;  (6)  the  Dappled  Cows  =  */„  and  V6  of  the  Yel- 
low Herd;  (7)  the  Yellow  Cows  =  */«  +  */,  of  the  White 
Herd. 

"He  who  can  answer  the  above  is  no  novice  in  numbers, 


92  MATHEMATICS 

nevertheless  he  is  not  yet  skilled  in  wise  calculations;  but 
come,  consider  all  the  following  numerical  relations  be- 
tween the  Oxen  of  the  Sun:  (8)  If  the  White  Bulls  were 
combined  in  one  total  with  the  Black  Bulls,  they  would 
be  in  a  figure  equal  in  depth  and  breadth,  and  the  far- 
stretching  plains  of  Thrinacia  would  be  covered  by  the 
figure  (square)  formed  by  them;  (9)  should  the  Yellow 
and  Dappled  Bulls  be  collected  in  one  place,  they  would 
stand,  if  they  ranged  themselves  one  after  another,  in  the 
form  of  an  equilateral  triangle.  If  thou  discover  the  so- 
lution of  this  at  the  same  time;  if  thou  grasp  it  with  thy 
brain;  and  give  correctly  all  the  numbers;  O  stranger! 
go  and  exult  as  a  conqueror ;  be  assured  that  thou  art  by  all 
means  proved  to  have  abundance  of  knowledge  in  this 
science." 

The  Hillsboro  (111.)  Mathematical  Club  worked  on  this 
problem  from  1889  to  1893.  The  answer  given  for  the 
number  of  white  bulls  will  reveal  the  magnitude  of  the 
numbers  involved:  1,596,510,804,671,144,531,435,526,194,- 
370,     .     .     .     385,150,341,800. 

Where  the  .  .  .  indicate  the  omission  of  68,834  periods 
of  three  figures  each.  Each  of  the  ten  answers  is  com- 
posed of  206,545  figures. 

Another  of  these  famous  puzzles  is  attributed  to  Euclid : 
"A  mule  and  a  donkey  were  walking  along  laden  with 
corn.  The  mule  said  to  the  donkey,  Tf  you  gave  me  one 
measure  I  should  carry  twice  as  much  as  you ;  if  I  gave 
you  one,  we  should  both  carry  equal  burdens.'  Tell  me 
their  burdens,  O  most  learned  master  of  geometry." 

If  two  equations,  x  +  2  y  =  4,  and  x  —  y  =  1,  are 
given,  both  x  and  y  are  determined.  Such  a  system  is 
called  a  linear  system,  and  a  single  pair  of  values  of  x  and 
y  may  be  found  which  satisfies  both  conditions.  The 
statement  of  the  two  equations  may  be  thought  of  as  re- 
quiring that  the  position  be  found  in  which  the  generating 
point  of  either  line  will  simultaneously  lie  on  its  own  line 


ALGEBRA 


93 


and  also  on  the  other.  The  graphical  solution  indicates 
that  the  point  S  (x  =  2,  y  =  i),  or  more  briefly  put, 
S  (2,  i),  is  the  desired  point. 


y 


■••flCi— 


■fj^. 


rX» 


y> 


In  the  study  of  such  systems,  Leibnitz  (1646-1716)  dis- 
covered a  symmetrical  arrangement  of  the  known  numbers, 
or  the  coefficients  as  they  are  called,  which  has  been  of 
immense  service.  This  symmetrical  array  is  called  a  de- 
terminant. 

The  system  of  three  equations 

ax  +  by  +  cz  =  d 
lx  +  my  -fnz  =  p 
rx  +  sy  +  t  z  =  q 

may  be  solved  for  x  by  writing  a  fraction  whose  numera- 
tor is  made  up  of  the  numbers  on  the  right  for  a  first  col- 
umn and  the  coefficients  of  y  and  of  z  for  the  other  two, 
and  the  denominator  is  the  three  columns  of  coefficients 
of  x  and  y  and  z. 


94 


MATHEMATICS 

The  following  is  the  arrangement: 
d     b     c 
p    m    n 
q     s     t 


The  evaluation  of  this  may  be  shown  in  the  method  used 
for  finding  the  numerator. 


The  numbers  connected  with  each  arrow  to  the  right 
are  multiplied  and  given  the  +  sign,  those  connected  with 
arrows  pointing  to  the  left  are  multiplied  and  given  the  — 
sign.  The  sum  of  the  six  terms  is  the  numerator,  or,  dmt 
+  bnq  -\-  cps  —  smq  —  bpt  —  dsn:  —  similarly  for  the 
denominator. 

An  equation  of  the  form  x2  —  4  x  —  5  =  0,  called  a 
quadratic,  or  equation  of  the  second  degree,  has  been 
solved  by  "completing  the  square."  Another  method  is  by 
means  of  a  graph  x2  —  4  x  —  5  is  placed  equal  to  y  and 
the  graph  drawn  by  taking  particular  values  for  x,  and 


ALGEBRA 


95 


from  these  determining  the  values  of  y  which  goes  with 
each.  A  table  of  these  values  (taken  from  Boyd's  Alge- 
bra) shows  the  process.  It  is  required  to  find  the  values 
of  x  which  makes  y  =  o  or  which  satisfy  x2  —  4  x  —  5  = 
y,  when  y  =  o.  In  the  figure  y  =  0  when  the  curve  crosses 
the  x  axis  X'  X,  or  the  values  are  —  I  ~h  5. 
x2  —  4  x  —  5  =  0,  then,  when  x  =  —  1,  or  -j-  5. 


For  y  =  xa 

—  4x— 5 

;  x 

y 

0 

-  5 

+  1 

-  8 

+  2 

-  9 

+  3 

-  8 

+  4 

-  5 

+  6 

0 

+  6 

+  7 

etc. 

etc. 

-1 

0 

-2 

+  7 

-3 

+16 

etc. 

etc. 

Another  figure   taken    from   the   same   text   shows   the 
method  of  solving  the  simultaneous  quadratic  system. 
x2-|-y2  —  2xy  —  4X  —  8y  —  20  =  0 

xy  =  —  2. 

P,  Q,  R,  S  are  the  points  of  intersection  of  the  two 
curves,  and  the  value  of  x  and  y  for  each  can  be  read  di- 
rectly from  the  figure. 

Solving  the  equation,  x2  —  6x  =  —  13,  by  completing 
the  square,  adding  9  to  both  members,  x  is  found  to  be 
equal  to  3  db  V  —  4,  and  the  question  arises,  What  is  the 
measuring  of  V  —  4?  It  is  known  that  (+  2)2  =  +  4, 
and  that  ( —  2  )2=  +  4.  No  number  in  the  system  so  far 
considered  will,  when  squared,  give  a  negative  number, 


96 


MATHEMATICS 


and  means  must  be  devised  by  which  such  a  number  may 
be  interpreted. 

V  —  4  may  be  factored  into  V  4,  V  —  I  or  2  V  —  i. 

If  2  be  multiplied  by  —  i,  the  result  is  —  2,  or  the  point 


--1-f--f- 

-4---J---M-- 

/fffr- 

■T"      T 1 

■     i     |     i  p t 

+  10;          j          ,          i 

— j-J-j-- 

•--4--T-4-" 

■-|-f--i-i- 

— J-4--J-- 

I      !      j      j 

+  5    l           j                     ; 

'       !       !       ! 

-j-H 

!       !       !       ! 

j       {       !    D, 

r^rjQ    j        i 

|K     !                 !+5 

:  J  L^[ 

|     N\      j        j    M 

0        I 

i    i^. 4 — 

^fs|      ! 

/L-^-p^i 

Tn'TT"' 

-  5  :      j      !      • 

j  a  i  *  i     : 

A  is  changed  over  to  the  position  B.  V  —  I  multiplied 
by  itself  must  produce  —  i,  from  the  notion  of  square  root, 
or  V-  iXV  —  i  =—  I- 

Then  2XV  —  i  XV  —  I==  —  2-     If  2  be  multi- 
plied twice  in  succession  by  V  —  I,  the  result  is  moving 


ALGEBRA 


97 


A  to  B.  Then  it  is  reasonable  to  suppose  that  one  mul- 
tiplication or  2  X  V  —  l  should  move  it  halfway. 
All  that  is  now  necessary  is  to  choose  the  path.  If  A 
should  be  moved  along  the  line  A  B,  half  the  motion 
would  carry  it  ,to  o,  or  y  —  i  X  2  —  °-  But  o  X  2  —  °» 
and  that  would  require  that  V  —  I  =  o.  But  this  is 
not  desirable.     The   next   simplest   path   is   a   semicircle. 


If  two  multiplications  carry  A  to  B,  a  single  multiplica- 
tion should  carry  it  to  C.  This  is  found  to  be  a  satisfac- 
tory definition,  for  by  3  multiplications  A  is  carried  around 
toD. 

r  2XV-1XV  —  iXV  —  i=2X(—  OX 

V  —  1=  —  2  V  —  1,  that  is,  D  is  marked  with  the  — 
sign  of  C,  which  should  be  so,  and  a  fourth  multiplication 


98  MATHEMATICS 

gives  2,  that  is,  4  multiplications  carries  A  through  a  com- 
plete revolution.  The  V  —  x  is  indicated  by  i,  which  has 
the  function  of  a  sign,  merely  indicating  that  the  number 
before,  which  it  is  placed  belongs  on  the  vertical  line  CD, 
while  a  number  without  such  a  sign  is  on  the  horizontal 
line  AB,  that  is,  a  real  number.  A  number  represented 
on  AB  is  called  a  pure  imaginary,  the  name  'imaginary* 
or  'fictitious'  number  being  given  to  expressions  of  this 
kind  which  constantly  arose  in  the  solution  of  equations 
and  to  which  no  meaning  had  been  attached.  Bhaskara 
says:  "The  square  of  a  positive  as  well  as  of  a  negative 
number  is  positive,  and  the  square  root  of  a  positive  num- 
ber is  double,  positive  and  negative.  There  can  be  no 
square  root  of  a  negative  number,  for  this  is  no  square." 

The  Italian  algebraists  called  them  "impossible  num- 
bers." It  was  not  until  1797  that  Caspar  Wessel  devised 
a  method  of  representation  of  imaginaries,  but  it  did  not 
attract  particular  attention.  Again  in  1806  Jean  Robert 
Argand  independently  arrived  at  the  representation  given 
above.  It  is  a  curious  fact  that  the  entire  known  biog- 
raphy of  Argand  could  be  written  in  half  a  dozen  lines, 
yet  his  work  is  the  basis  of  one  of  the  most  extensive 
fields  in  all  mathematics. 

The  number  system  now  consists  of  real  numbers  rep- 
resented on  a  horizontal  line  and  pure  imaginaries  on  a 
vertical  line.  The  combination  of  these  two  classes  forms 
the  class  complex  numbers,  which  covers  the  entire  plane. 
In  the  figure  3  +  2  i  is  found  by  stepping  off  3  units  to 
the  right  of  O  and  2  units  up,  giving  point  P. 

On  the  axis  of  real  numbers,  O4,  the  point  marked  3 
represents  the  number  3,  but  it  was  found  to  be  sometimes 
more  convenient  to  think  of  3  as  represented  by  the  seg- 
ment of  line  beginning  with  O  and  ending  with  3.  With 
the  number  2  +  3  i  it  will  be  thought  of  as  represented  by 
the  point  P  or  by  the  line  segment  OP  at  will. 

The  angle  MOP  is  called  the  amplitude  of  P,  and  is  de- 


ALGEBRA 


99 


noted  by  <P.  The  length  of  OP,  which  is  V  22  +  3*  =  V  *3> 
is  termed  a  modulus  and  indicated  by  mod  P. 

Complex  numbers  obey  the  laws  laid  down  for  real 
numbers.  They  may  be  subjected  to  the  six  operations  of 
addition,  subtraction,  multiplication,  division,  involution 
and  evolution.  The  mode  of  addition  is  the  same  as  that 
employed  in  adding  real  numbers. 


P3+U 


If  the  real  numbers  are  thought  of  as  line  segments,  and 
2  is  to  be  added  to  3,  it  is  done  by  placing  the  initial  point 
O  of  O  2  on  the  terminal  point  3  of  O  3.  The  point  then 
occupied  by  point  2  of  O  2  in  its  new  position  is  5  and 
O  5  is  the  segment  sum  of  O  3  and  O  2.  If  the  two  com- 
plexes 2  +  31  and  5  +  2  i  are  to  be  added  they  are  rep- 
resented* as  in  the  figure,  the  first  by  OP  and  the  second 
by  OQ.     Starting  at  P,  lay  off  OL,  5  units  to  the  right 


ioo  MATHEMATICS 

and  2  units  up.  OR,  which  is  the  diagonal  of  a  parallelo- 
gram on  OP  and  OQ,  is  the  sum  of  2  +  3  i  and  5  +  2  i. 
The  number  system  now  covers  the  entire  plane;  to 
every  point  in  the  plane  there  is  a  number  and  vice  versa. 
The  plane  is  two-dimensional,  that  is,  by  the  Cartesian  co- 
ordinates x  y  a  point  is  determined  by  two  values,  x  and 
y,  or  in  the  Argand  diagram  by  the  two  real  numbers  a 
and  b  in  the  complex  a  -f:  bi.    Space  is  three-dimensional 


in  points.  To  locate  a  point  in  a  room  completely  it  is 
necessary  to  specify  its  distances  respectively  from,  say,  the 
floor  and  each  of  two  intersecting  walls,  or  by  3  numbers. 
To  take  in  all  points  in  space,  a  third  line  or  axis  would 
be  drawn  perpendicular  to  the  plane  of  the  paper  in  the 
Argand  diagram  at  point  O.  Now  if  a  third  sign  of  di- 
rection j  were  used,  and  the  number  system  extended  to 
take  in  space,  what  would  result?  The  apparent  discrep- 
ancy between  the  number  system,  which  is  two-dimen- 
sional, and  space,  which  is  three-dimensional,  has  been  a 
source  of  a  great  deal  of  study  and  involves  some  of  the 
most  important  theorems  of  algebraic  analysis. 


ALGEBRA  101 

A  general  equation  of  the  form 
a0  xn  -f-  ax  xn  - *  +  a2  xn-2  -f  .  .  .  +  a^  x  +  an  ==  o 
is  said  to  be  of  the  nth  degree,  where  the  exponents  are 
all  whole  numbers.  It  has  been  proved  that  if  such  an 
equation  is  satisfied  by  a  single  value  of  x  it  is  satisfied  by 
n  values,  that  is,  it  has  n  roots.  These  roots  may  all  be 
real  or  part  real  and  part  complex.  If  there  are  complex 
roots  they  enter  in  pairs  which  are  conjugate,  that  is,  if 
a  +  bi  is  a  root  so  also  is  a  —  bi.  The  condition  that  "if  it 
is  satisfied  by  a  single  root"  is  very  important. 

Why  should  it  not  be  ?  It  was  found  that  the  quadratic 
could  be  easily  solved,  and  very  many  special  equations  of 
higher  degree.  The  cubic  or  equation  of  the  third  degree 
taxed  the  powers  of  the  algebraists,  and  it  was  not  until 
1545  that  a  general  solution  was  found.  It  seems  almost 
axiomatic  that  the  general  equation  must  have  a  root,  but 
such  things  are  not  taken  for  granted.  The  first  proof 
that  the  general  equation  with  whole  numbers  for  ex- 
ponents and  coefficients,  real  or  complex,  was  given  in 
Argand's  memoirs.  Since  that  time  a  number  of  proofs 
have  been  offered,  the  principal  contributor  being  Cauchy. 
This  is  called  the  fundamental  theorem  of  Algebra. 

Now  since  the  hypothesis  is  proved,  the  conclusion  that 
there  are  n  roots  is  easily  proved,  such  proof  being  famil- 
iar to  any  schoolboy.  The  next  concern  is,  what  is  the 
nature  of  the  roots?  Weierstrass  proved  that  the  roots 
all  are  of  the  form  a  +  bi,  that  is,  complex  numbers  of  the 
two-dimensional  system. 

This  at  once  settles  the  question  raised  above,  whether 
or  not  it  is  possible  to  extend  the  number  system  to  the 
three  mensions  of  space.  If  the  extension  is  made,  such 
numbers  would  not  be  the  roots  of  algebraic  equations;  in 
other  words,  such  numbers  would  not  be  subject  to  the 
ordinary  laws  of  Algebra. 

Two  diverging  lines  of  thought  begin  here:  if  such  ex- 
tension of  the  number  system  be  made  what  formal  laws 
of  Algebra  shall  be  rejected?      Having    determined    the 


102  MATHEMATICS 

nature  of  the  roots  of  equations,  to  devise  laws  by  which 
an  equation  may  be  solved.  The  second  of  the  two  will 
be  considered  first.  It  has  been  seen  that  the  quadratic 
is  solvable.  Equations  of  higher  degree  have  been  solved 
in  special  cases.  The  general  solution  of  the  cubic  next 
received  attention. 

The  following  account  of  the  solution  of  the  cubic  is 
from  Ball's  History  of  Mathematics: 

"Nicolo  Fontana,  generally  known  as  Nicholas  Tartaglia 
— that  is,  Nicholas  the  stammerer — was  born  at  Brescia 
in  1500  and  died  in  Venice  on  December  14,  1557.  After 
the  capture  of  the  town  by  the  French  in  15 12,  most  of  the 
inhabitants  took  refuge  in  the  cathedral  and  were  there 
massacred  by  the  soldiers.  His  father,  who  was  a  postal 
messenger  at  Brescia,  was  among  the  killed.  The  boy 
himself  had  his  skull  split  through  in  three  places,  while 
both  his  jaws  and  his  palate  were  cut  open;  he  was  left 
for  dead,  but  his  mother  got  into  the  cathedral,  and  finding 
him  still  alive  managed  to  carry  him  off.  Deprived  of 
all  resources,  she  recollected  that  dogs  when  wounded 
always  licked  the  injured  place,  and  to  that  remedy  he 
attributed  his  ultimate  recovery,  but  the  injury  to  his 
palate  produced  an  impediment  in  his  speech  from  which 
he  received  his  nickname.  His  mother  managed  to  get 
sufficient  money  to  pay  for  his  attendance  at  school  for 
fifteen  days,  and  he  took  advantage  of  it  to  steal  a  copy- 
book from  which  he  subsequently  taught  himself  to  read 
and  write ;  but  so  poor  were  they  that  he  tells  us  he  could 
not  afford  to  buy  paper,  and  was  obliged  to  make  use  of 
tombstones  as  slates  on  which  to  work  his  exercises. 

"He  commenced  his  public  life  by  lecturing  at  Verona, 
but  he  was  appointed  at  some  time  before  1535  to  a  chair 
of  mathematics  at  Venice,  where  he  was  living  when  he 
became  famous  through  his  acceptance  of  a  challenge  from 
a  certain  Antonio  del  Fiori.  Fiori  had  learned  from 
his  master,  one  Scipione  Ferreo  (who  died  at  Bologna 
in  1526),  an  empirical  solution  of  a  cubic  equation  of  the 


ALGEBRA  103 

form  x3  -j-  qx  =  r.  This  solution  was  previously  un- 
known in  Europe,  and  it  is  probable  that  Ferreo  had 
found  the  result  in  an  Arab  work. 

"Tartaglia,  in  answer  to  a  request  from  Colla  in  1530, 
stated  that  he  would  effect  the  solution  of  a  numerical 
equation  of  the  form  x3  +  px2  =  r.  Fiori,  believing  that 
Tartaglia  was  an  impostor,  challenged  him  to  a  contest. 
According  to  this  challenge,  each  of  them  was  to  deposit 
a  certain  stake  with  a  notary,  and  whoever  could  solve 
the  most  problems  out  of  a  collection  of  thirty  propounded 
by  the  other  was  to  get  the  stakes,  thirty  days  being  al- 
lowed for  the  solution  of  the  questions  proposed.  Tarta- 
glia was  aware  that  his  adversary  was  acquainted  with  the 
solution  of  a  cubic  equation  of  some  particular  form,  and 
suspecting  that  the  questions  proposed  to  him  would  all 
depend  on  the  solution  of  such  cubic  equations,  set  himself 
the  problem  to  find  a  general  solution,  and  certainly  dis- 
covered how  to  obtain  a  solution  of  some  if  not  all  cubic 
equations.  When  the  contest  took  place  all  the  questions 
proposed  to  Tartaglia  were,  as  he  suspected,  reducible  to 
the  solution  of  a  cubic  equation,  and  he  succeeded  within 
two  hours  in  bringing  them  to  particular  cases  of  the 
equation  x3  -f-  qx  =  r,  of  which  he  knew  the  solution. 
His  opponent  failed  to  solve  any  of  the  problems  which 
were  proposed  to  him,  which  as  a  matter  of  fact  were  all 
reducible  to  numerical  equations  of  the  form  x3  +  px2  =  r 
(notice  that  in  this  form  the  x2  term  is  present,  while  in 
the  other  the  x  term  appears).  Tartaglia  was  therefore 
the  conqueror,  and  he  subsequently  composed  some  verses 
commemorative  of  his  victory." 

Tartaglia,  as  was  the  custom  in  those  days,  did  not  re- 
veal his  method  of  solution.  He  hoped  to  publish  a  trea- 
tise on  Algebra  of  which  the  crowning  feature  would  be 
the  making  known  to  the  world  this  newly  discovered  solu- 
tion of  the  cubic;  but  in  this  he  was  to  be  disappointed 
through  the  treachery  of  Girolamo  Cardan,  the  most 
famous  astrologer  of  the  time.     This  Cardan  was  a  most 


104  MATHEMATICS 

strange  admixture  of  genius  and  madness,  a  gambler  if 
not  a  murderer,  an  ardent  student  of  science,  solving 
problems  which  had  long  baffled  investigation.  The  elder 
of  his  two  sons  was  executed  for  poisoning  his  wife,  while 
it  is  said  that  Cardan  cut  off  the  ears  of  the  younger  in 
a  fit  of  rage.  In  1570  Cardan  was  imprisoned  for  heresy 
on  account  of  having  published  the  horoscope  of  Christ. 

R-E  GVIA. 

Deducito  tertiam  partem numeri  rerum  ad  cubum,cui  addes 
quadratum  dimidrj  numeri  a:qiiationis,&  totiits  actipe  radicem,  fdli 
cet  quadratam,quam  feminabisjunicp  dimidium  numeri  quod  iam 
in  fe  duxeras,adrjcies,ab  altera  dimidium  idem  minucs,habcbisq$  Bi 
nomuim  cumfua  Apocome,  inde  detracla  r&  cubica  Aporomaccx  rs 
cubica  fui  Binomrj,refiduu  quod  ex  hoc  rclinquitur.eft  rei  eftimatio* 
Excmplum.cubus  &  tf  pofitiones,  a:quan* 
tur  20,ducito  2- ,  tertiam  partem  tf  ,  ad  cu** 
btim,ficS,ducfo  dimidium  numeri  infe, 
fit  1  oo,iunge  1 00  &  8,fit  1  o8>accipe  radi* 
cem  quae  eft  is  1 08,  &  cam  gcminabis,alte  | 
ti  addes  1  o,dimidium  numeri,ab  altero  mi 
nues  tantundem,habebis  Binomiu  j*  1 08 
p:  1  o,&  Apotomen  rz  i  08  m:  1  o ,  horum 
•actipe  R25*  cub"  &  mimic  illam  que  eft  Apo , 
tomac,ab  ea  qua:  eft  Bfnomrj,  habebis  rei  arftimationem,  Rr  v:  cub:  Rr 
i  08  p:  1  o  m:R2  v:  cubica  Rt  1  0$  m:  1  o« 

Aliud,cubtis  pi  $  rebus  a:quetur  io,duc  1, tertiam  partem  *,  ad 
cubum,fit  f  ,duc  c.dimidium  1  o,ad  quadratum,  fit  2C,iunge  2c  Sc  t  , 

H    2  fiunc 

Fig-  36  — First  Published  Solution  of  the  Cubic  Equation  ; 
from  Ars  Magna.     (1545.) 

He  afterward  settled  at  Rome,  where  he  received  a  pen- 
sion in  order  to  secure  his  services  as  astrologer  to  the 
court.  Having  foretold  that  he  should  die  on  a  particular 
day,  he  felt  called  upon  to  commit  suicide  to  preserve  his 
reputation. 

In  1545  Cardan  completed  and  published  the  Ars  Magna, 
the  most  advanced  treatise  on  Algebra  which  had  appeared 


cub9p:tfreb9a?qlis  20 
.  %  20 

$ 19 

108 
IS  loSpno 
rz  1  o$m:  1.0 
R?v:cu.R2io8pno 
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ALGEBRA  105 

up  to  that  time,  and  in  which  was  given  Tartaglia's  solu- 
tion of  the  cubic.  This  method  has  since  been  known, 
as  Cardan's  method.  Cardan  also  published  the  work  of 
his  pupil,  Ferrari,  on  the  biquadratic  or  equation  of  the 
fourth  degree.  This  solution  is  sometimes  known  by 
Bombelli's  name,  to  whom  is  due  the  credit  of  represent- 
ing the  three  roots  to  the  simplest  form  in  the  so-called 
irreducible  case. 

From  this  time  on  mathematicians  devoted  a  great 
amount  of  time  in  attempting  the  solution  of  equations  of 
higher  degree.  In  his  'Reflections  on  the  Resolution  of 
Algebraic  Equations,'  Lagrange  (1736-1813)  gave  a 
scientific  classification  of  the  methods  already  applied  to 
the  cubic  and  biquadratic,  but  was  unable  to  apply  them 
to  the  quintic  or  equation  of  the  fifth  degree.  In  this  dis- 
cussion the  foundation  was  laid  for  the  study  of  substi- 
tutions, but  other  matters  pressing  for  attention  made 
necessary  the  laying  aside  of  this  work.  He  determined 
to  take  up  the  subject  at  some  future  time,  but  never 
did  so. 

It  was  reserved  for  the  brilliant  young  Norwegian,  Neils 
Henrik  Abel  (1802-1829),  to  give  a  rigid  demonstration 
of  the  impossibility  of  solving  the  quintic  or  higher  equa- 
tions by  means  of  radicals. 

The  extension  of  the  number  system  to  three  dimensions 
was  attempted  by  Argand  and  resulted  in  failure.  A 
corollary  of  Weierstrass'  theorem  that  the  root  of  an  alge- 
braic equation  must  be  of  the  form  a  -f-  bi  is  that  no  fur- 
ther extension  can  be  made  and  have  the  numbers  still 
conform  to  the  laws  of  algebra.  In  the  formation  of  the 
complex  number  there  are  two  units,  1,  or  the  unit  along 
the  axis  of  reals,  and  i,  the  unit  along  the  axis  of  pure  im- 
aginaries.  If  the  system  is  to  be  extended  to  space  a  third 
unit  is  to  be  chosen — call  it  j — which  will  be  measured  on  a 
perpendicular  to  the  two  axes  already  used.  A  number  of 
this  form  would  be  a  -f-  bi  -f-  cj.  When  the  negative  num- 
ber was  introduced,  it  was  assumed  that  in  multiplication 


106  MATHEMATICS 

It  should  obey  the  commutative  law  that  1  X  *  =  i  X  *• 
This  was  a  pure  assumption,  made  in  order  to  give  a  mean- 
ing to  multiplication  by  a  negative.  It  was  the  subject  of 
years  of  meditation  with  William  Rowan  Hamilton,  as  to 
what  would  be  necessary  in  order  to  extend  the  system  so 
as  to  include  the  new  unit  j.  At  last,  on  the  16th  of 
October,  1843,  while  walking  with  his  wife  along  the  Royal 
Canal  in  Dublin,  the  discovery  flashed  upon  him  that  the 
commutative  law  might  be  rejected,  and  he  engraved  with 
his  knife  on  a  stone  in  Brougham  Bridge  the  fundamental 
formula  of  the  new  algebra  which  is  called  Quaternions. 
This  bridge  is  since  known  as  Quaternion  Bridge. 

In  1844  appeared  a  classic  work  on  analysis,  the  'Aus- 
dehnungslehre'  of  Hermann  Grassmann,  in  which  the 
number  system  is  carried  to  n  dimensions.  This  work 
attracted  so  little  notice  on  account  of  its  "philosophische 
allgemeinheit"  it  is  said  that  after  eight  years  but  one 
man  had  read  it.  In  1862  a  new  edition  was  published 
which  received  no  more  appreciation  than  the  first,  and  at 
the  age  of  fifty-three  its  author,  with  a  heavy  heart,  gave 
up  mathematics  for  the  study  of  Sanskrit. 

The  generalization  of  algebra  is  carried  out  by  assuming 
any  number  of  units  i,  j,  k,  1,  etc.,  forming  numbers  with 
them  as  a  -f-  bi  +  cj  4*  dk  +  el  -f-  •  •  •  an<3  choosing  to  re- 
ject one  or  the  other  of  the  laws  of  ordinary  algebra  (for 
at  least  one  must  be  rejected)  and  then  building  up  a  con- 
sistent algebra  upon  the  remaining  laws.  In  1870  Ben- 
jamin Pierce,  one  of  the  foremost  mathematicians  that 
America  has  produced,  published  his  'Linear  Associative 
Algebra/  givng  the  elements  of  162  algebras,  in  which  the 
numbers  are  linear  functions  of  the  units  and  obey  the 
associative  law. 


CHAPTER  IV 


GEOMETRY 


Geometry  is  the  science  of  space  and  is  concerned  with 
relations  which  exist  between  its  various  elements,  linear, 
superficial  and  solid.  The  earliest  measurements  were 
linear,  and  for  the  unit  was  taken  some  portion  of  the 
human  body — for  example,  finger-breadth,  palm,  span,  foot, 
ell,  cubit  and  fathom — but  the  body  does  not  possess  any 
convenient  unit  for  the  measurement  of  either  surface  or 
solid.  The  oldest  geometrical  work  known  uses  the  square 
unit  for  areas  and  the  cubical  unit  for  solids.  How  and 
when  the  choice  of  such  units  was  made  is  difficult  to 
say.  The  study  of  primitive  races  made  possible  the  re- 
construction of  the  steps  in  the  formation  of  the  number 
concept,  but  such  study  is  silent  in  regard  to  the  begin- 
nings of  geometry. 

The  word  geometry,  from  the  Greek,  meaning  "to  meas- 
ure the  earth,"  has  its  origin,  as  is  the  case  with  most 
sciences,  in  the  needs  of  the  human  being  at  some  particu- 
lar time,  as  is  indicated  by  Herodotus  (II,  109)  where  he 
says  that  Sesostris  (c.  1400  B.C.)  divided  the  land  of  Egypt 
into  rectangular  plots  for  the  purpose  of  more  convenient 
taxation;  that  the  annual  floods,  caused  by  the  rising 
of  the  Nile,  often  swept  away  portions  of  a  plot,  and  that 
surveyors  were  in  such  cases  appointed  to  assess  the  neces- 
sary reduction  in  the  tax.  Hence,  in  my  opinion,  arose 
geometry  and  so  came  into  Greece. 

Ahmes  gives  a  number  of  problems  concerning  the  cal- 
107 


108  MATHEMATICS 

culation  of  the  contents  of  barns,  but  as  the  shapes  are 
unknown  it  is  impossible  to  interpret  them.  As  with  his 
work  in  arithmetic,  no  rules  are  given,  but  a  number  of 
problems  solved  in  a  similar  manner.  The  method  used 
in  finding  the  contents  of  a  barn  is  to  multiply  together 
two  of  the  dimensions  and  this  by  one  and  one-half  the 
third.  He  also  finds  the  area  of  a  square,  of  an  oblong, 
of  an  isosceles  triangle  and  of  an  isosceles  trapezoid,  the 
latter  two  being  incorrectly  found.  In  the  isosceles  tri- 
angle, a  triangle  with  two  equal  sides,  Ahmes  takes  half 
the  product  of  the  base  and  one  of  the  equal  sides  and  fol- 
lows the  analogous  proceeding  with  the  isosceles  trape- 
zoid. While  the  error  is  slight  in  the  examples  given,  it 
is  sufficient  to  show  that  the  results  were  only  empirical 
and  that  Ahmes  was  unable  to  extract  the  square  roots 
which  are  necessary  in  an  exact  solution.  The  area  of  a 
circle  is  found  by  deducting  from  the  diameter  its 
one-ninth  and  squaring  the  remainder,  which  gives 
the  value  of  the  ratio  of  the  circumference  to  the 
diameter  of  a  circle,  usually  indicated  by  #,  to  be  3.1604, 
a  value  much  more  nearly  correct  than  those  used  by 
many  later  writers. 

Another  glimpse  of  Egyptian  geometry  is  given  by 
Democritus  (c.  460-370  B.C.)  :  "In  the  construction  of  plane 
figures  with  proof  no  one  has  yet  surpassed  me,  not  even 
the  Harpedonaptae  of  Egypt.  To  Professor  Cantor  is  due 
the  credit  of  making  clear  the  exact  meaning  of  this  word, 
which  is  a  compound  of  two  words,  meaning  "rope 
stretchers'*  or  "rope  fasteners."  Cantor  says:  There  is 
no  doubt  that  the  Egyptians  were  very  careful  about  the 
exact  orientation  of  their  temples  and  other  public  build- 
ings. But  inscriptions  seem  to  show  that  only  the  north 
and  south  lines  were  drawn  by  actual  observation  of  the 
stars.  The  east  and  west  lines  were  drawn  at  right  an- 
gles to  the  others.  Now  it  appears,  from  the  practice  of 
Heron  of  Alexandria  and  of  the  ancient  Indian  and  prob- 
ably also  the  Chinese  geometers,  that  a  common  method  of 


GEOMETRY  109 

securing  a  right  angle  between  two  very  long  lines  was  to 
stretch  round  three  pegs  a  rope  measured  in  three  por- 
tions, which  were  to  one  another  in  the  ratio  3:4:5.  The 
triangle  thus  formed  is  right-angled.  Further,  the  opera- 
tion of  rope-stretching  is  mentioned  in  Egypt,  without  ex- 
planation, at  an  extremely  early  time  (Amenemhat  I). 
If  this  be  the  correct  explanation  of  it,  then  the  Egyptians 
were  acquainted  2,000  years  B.C.  with  a  particular  case  of 
the  proposition  now  known  as  the  Pythagorean  theorem. 
Egyptian  geometry,  as  well  as  the  other  sciences,  was  in 
the  hands  of  the  priestly  caste,  whose  conservatism  is  il- 
lustrated by  the  fact  that  Egyptian  doctors  used  only  the 
recipes  of  the  ancient  sacred  books,  for  fear  of  being  ac- 
cused of  manslaughter  if  the  patient  died.  That  no  prog- 
ress was  made  beyond  that  of  Ahmes  is  borne  out  by  the 
Edfu  inscriptions  of  107-88  B.C.,  two  hundred  years  after 
Euclid,  in  which  the  formula  given  by  Ahmes  for  the 
isosceles  trapezoid  is  still  given  but  applied  to  any  four- 
sided  figure,  a  proceeding  of  which  Ahmes  himself  would 
not  have  been  guilty. 

That  the  early  Greek  geometers  derived  their  first 
knowledge  from  the  Egyptians  is  derived  from  many 
sources.  Eudemus  (c.  330),  pupil  of  Aristotle,  wrote  a 
history  of  geometry  in  which  occurs  this  passage :  "Geom- 
etry is  said  by  many  to  have  been  invented  among  the 
Egyptians,  its  origin  being  due  to  the  measurement  of 
plots  of  land.  This  was  necessary  there  because  of  the 
rising  of  the  Nile,  which  obliterated  the  boundaries  apper- 
taining to  separate  owners.  Nor  is  it  marvelous  that  the 
discovery  of  this  and  other  sciences  should  have  arisen 
from  such  an  occasion,  since  everything  which  moves  in 
development  will  advance  from  the  imperfect  to  the  per- 
fect. From  mere  sense-perception  to  calculation,  and 
from  this  to  reasoning,  is  a  natural  transition."  The  last 
step  is  the  one  taken  by  the  Greeks — the  Egyptian  geom- 
etry was  concrete,  a  thing  of  sense,  and  to  Thales  is  due 
the  honor  of  creating  the  beginnings  of  abstract  geometry, 


no  MATHEMATICS 

a  product  of  reason,  the  object  of  which  is  to  establish 
precise  relations  between  the  parts  of  a  figure,  so  that 
some  of  them  could  be  found  from  others  in  a  purely 
rigorous  manner. 

Thales  of  Miletus  (640-546  B.C.)  was  a  merchantman 
when  his  native  city  was  in  its  most  flourishing  condition, 
and  resided  for  a  long  period  in  Egypt,  from  whence  he  re- 
turned to  his  native  city  in  his  old  age,  bringing  with  him 
the  knowledge  of  geometry  and  astronomy.  Tradition  in- 
forms us  that  he  was  one  of  the  first  gifted  with  the 
acumen  to  form  a  'trust.'  Learning  from  the  stars  that 
the  crop  of  olives  would  be  abundant  during  a  certain 
year,  Thales  secured  control  of  all  of  the  oil-presses,  and 
in  the  following  fall  made  a  large  profit  through  his  fore- 
sightedness.  (Aristotle.)  He  announced  beforehand  an 
eclipse  of  the  sun  which  happened  May  28,  585  B.C.,  during 
a  battle  between  the  Medes  and  Lydians,  and  to  this  fact 
is  attributed  his  inclusion  in  the  ranks  of  the  Seven  Wise 
Men,  for  as  Plutarch  says,  he  "apparently  was  the  only 
one  of  these  whose  wisdom  stepped  in  speculation  beyond 
the  limits  of  practical  utility ;  the  rest  acquired  the  name  of 
wisdom  in  politics."  In  a  conversation  concerning  Amasis, 
King  of  Egypt,  between  Niloxenus  and  Thales,  given  by 
Plutarch,  the  former  says :  "Altho  he  (Amasis)  admired 
you  (Thales)  for  othe-  things,  yet  he  particularly  liked 
the  manner  by  which  you  measured  the  height  of  the  pyra- 
mid without  any  trouble  or  instrument ;  for  by  merely 
placing  a  staff  at  the  extremity  of  the  shadow  which  the 
pyramid  casts,  you  formed  two  triangles  by  the  contact  of 
the  sunbeams,  and  showed  that  the  height  of  the  pyramid 
was  to  the  length  of  the  staff  in  the  same  ratio  as  their 
respective  shadows."  From  Proclus  it  is  learned  that 
Thales  devised  a  method  of  determining  the  distance  of 
ships  at  sea  by  a  theorem  which  is  now  known  as  Euclid 
I,  26. 

Pythagoras,  concerning  whose  life  there  is  a  great 
deal  of  obscurity,  was  probably  induced  by  Thales  to  visit 


GEOMETRY  in 

Egypt  when  a  young  man,  where  he  lived  many  years,  aft- 
erward visiting  Crete  and  Tyre  and  perhaps  Babylon. 
Returning  to  Samos,  his  home,  he  found  it  under  the 
tyranny  of  Polycrates,  and  migrated  to  Italy,  where  he 
lived  and  taught  for  more  than  twenty  years.  His  broth- 
erhood falling  under  suspicion  owing  to  its  secrecy, 
Pythagoras  fled  to  Metapontum,  where  it  is  supposed  he 
was  murdered  in  a  popular  outbreak  about  500  b.c. 

To  Pythagoras,  who  raised  geometry  to  the  rank  of  a 
science,  are  many  of  the  most  important  theorems.  He 
is  said  to  have  introduced  weights  and  measures  among  the 
Greeks,  to  have  discovered  the  numerical  relations  of  the 
musical  scale,  to  have  proved  the  theorem  of  squares  on 
the  sides  of  a  right  triangle,  to  have  discovered  that  the 
plane  around  a  point  is  filled  by  six  equilateral  triangles, 
four  squares  or  three  hexagons,  to  have  found  the  con- 
struction of  a  figure  upon  a  line  which  is  similar  to  a 
given  figure  and  equivalent  to  a  second  given  figure.  The 
word  mathematics  is  due  to  the  Pythagorean  school,  and 
to  them  is  attributed  the  division  of  a  line  into  extreme 
and  mean  ratio,  called  the  Golden  Section,  so  that  the 
whole  line  is  to  the  greater  segment  as  this  segment  is 
to  the  lesser,  from  which  construction  is  derived  that  of  the 
inscription  in  a  circle  of  the  regular  five  and  ten  sided 
polygons. 

Proclus  says  that  Pythagoras  discovered  the  "construc- 
tion of  the  cosmic  figures,"  "the  five  bodies  in  the  sphere," 
concerning  one  of  which  Iamblichus  says  that  Hippasus 
was  drowned  for  the  impiety  of  claiming  its  discovery, 
whereas  the  whole  was  his  discovery,  for  "it  is  thus 
they  speak  of  Pythagoras,  and  they  do  not  call  him  by  his 
name." 

The  five  regular  solids  were  alternately  compared  by 
the  Pythagoreans  with  the  five  worlds  and  with  the  five 
senses  of  man.  Kepler,  led  astray  by  the  speculations  of 
the  philosophers,  conjectured  that  they  were  in  some 
way  connected  with  the  orbits  of  the  five  worlds.    He  ac- 


ii2  MATHEMATICS 

cordingly  arranged  the  five  solids  in  order,  each  inscribed 
in  a  sphere,  which  in  turn  was  inscribed  in  the  next  figure 
and  with  the  sun  at  the  center.  The  surfaces  of  the 
spheres  carried  the  orbits  of  the  planets.     He  found  the 


Fig.  37  ■ 


-Kepler's  Analogy  of  the  Five  Solids  and  the  Five 
Worlds. 


ratio  of  the  distances  to  be  remarkably  near  the  ratio  of 
the  actual  distances  from  the  sun.  He  made  known  his 
remarkable  pseudo-discovery  in  the  'Mysterium  cosmo- 
graphicum'  (1596),  which  had  at  least  one  beneficial  effect 


GEOMETRY  113 

in  that  it  brought  him  to  the  notice  of  Galileo  and  Tycho 
Brahe  and  opened  the  way  for  the  future  true  discoveries 
which  have  placed  his  name  in  the  galaxy  of  the  immor- 
tals. 

Plutarch,  in  relating  the  discovery  of  the  construction 
of  a  figure  similar  to  one  and  equivalent  to  another,  says 
that  Pythagoras  offered  a  sacrifice  in  thanksgiving,  think- 
ing it  finer  and  more  elegant  than  the  other  concerning 
the  squares  on  the  sides  of  a  right  triangle.     Pythagoras 


Fig-  38  — Inner  Portion  of  Kepler's  Cosmographicum.     (See 
Fig-  37-) 

thought  that  the  distances  of  the  heavenly  bodies  from  the 
earth  formed  a  musical  progression,  from  which  comes  the 
expression  "the  harmony  of  the  spheres." 

The  Pythagorean  theorem  that  the  square  described  on 
the  hypothenuse  of  a  right  triangle  is  equivalent  to  the 
sum  of  the  two  squares  described  on  the  sides  is  the  most 
famous  theorem  of  geometry.  It  is  said  that  over  a  thou- 
sand distinct  proofs  have  been  offered  for  it.  The  proof 
given  by  Pythagoras  has  never  been  found.  He  probably 
was  led  to  the  investigation  of  the  figure  from  the  observa- 
tion of  the  special  case  which  is  common  in  flooring  with 


H4 


MATHEMATICS 


square  tiles,  as  in  the  figure.  The  Egyptians  were  fa- 
miliar with  the  right  angle  property  of  the  particular  tri- 
angle with  sides  3,  4,  5.  Within  the  last  few  years  it  has 
not  only  been  shown  that  the  Hindus  were  familiar  with 


Fig.    39  — Perigal's   Dissection. 

the  Pythagorean  theorem  in  all  its  generality  and  the 
theory  of  the  irrational  long  before  the  time  of  Pythagoras, 
but  Bitrk  goes  so  far  as  to  assert  that  the  much-traveled 
Pythagoras  obtained  his  knowledge  from  India.  The 
proof  given  in  the  school  text  of  to-day  and  is  the  classic 


GEOMETRY 


ii5 


one  given  by  Euclid,  which,  notwithstanding  the  strictures 
of  Schopenhauer  as  "a  mouse-trap  proof  and  "a  proof 
walking  on  stilts,  nay,  a  mean,  underhand  proof,"  is  one 
of   the   most   beautiful   ever   offered. 

One  of  the  most  celebrated  forms  of  proof  is  known  as 
Perigal's  dissection,  in  which  the  squares  are  so  cut  that 
H  +  P  +  R-f-L  +  Ein  the  figure  may  be  arranged  to 
form   the   large   square.     Another   form   of  dissection   is 


given  in  the  second  figure  in  the  shape  of  a  puzzle,  in 
which  the  parts  A,  B,  C,  D,  E  are  to  be  cut  out  and  ar- 
ranged so  as  to  exactly  cover  the  large  square. 

This  theorem  is  the  limiting  case  between  two  theorems 
which  may  be  stated  together:  The  square  on  the  side 
opposite  an  acute  (obtuse)  angle  is  equal  to  the  sum  of  the 
squares  on  the  other  two  sides  diminished  (increased)  by 
twice  the  rectangle  of  one  of  those  sides  and  the  projec- 
tion of  the  other  upon  it.  The  figure  of  the  Pythagorean 
theorem  was  called  by  the  Persians  the  Princess,  and 
other  two  figures  were  the  Sisters  of  the  Princess.  The 
figure  of  one  of  these  cases  is  here  given  which  Gorre- 


n6 


MATHEMATICS 


sponds  to  the  figure  given  by  Euclid  for  the  Pythagorean 
theorem.  In  the  accompanying  figure  if  the  triangle  in 
question  is  ABC,  AB  is  the  side  opposite  the  acute  an- 
gle BCA.  CE  is  the  projection  of  CA  upon  CB.  If  CA 
is  allowed  to  revolve  about  point  C  to  the  position  CA", 


Fig.  40  • — One  of  the  'Sisters  of  the  Princess.' 

A"B  will  have  become  a  side  opposite  an  obtuse  (greater 
than  a  right)  angle.  But  in  the  turning  it  passes  through 
the  condition  of  perpendicularity  CA',  and  the  right  tri- 
angle CA'B  is  the  boundary  between  the  two  cases.  When 
this  condition  occurs  the  projection  CE  is  zero  and  the 
Pythagorean  theorem  results.     The  three  cases  are  stated 


GEOMETRY  117 

in  a  single  law  in  trigonometry  called  the  Law  of  Cosines, 
which  in  turn  but  one  case  of  a  general  law  in  spherical, 
plane  and  pseudospherical  geometry. 

The  third  century  b.c.  produced  the  three  greatest  mathe- 
maticians of  antiquity,  Euclid,  Archimedes  and  Apollonius, 
of  which  the  earliest  was  Euclid.  Very  little  is  known  of 
his  life.  Proclus  gives  this  account  of  him:  "Not  much 
younger  than  these  (Hermotimus  and  Philippus)  is 
Euclid,  who  put  together  the  Elements,  collecting  many 
of  Eudoxus'  theorems,  perfecting  many  of  Theaetetus', 
and  also  bringing  to  irrefragable  demonstration  the 
things  which  were  only  somewhat  loosely  proved  by 
his  predecessors.  This  man  lived  in  the  time  of  the 
first  Ptolemy.  For  Archimedes,  who  came  immediately 
after  the  first  Ptolemy,  makes  mention  of  Euclid :  and  fur- 
ther, they  say  that  Ptolemy  once  asked  him  if  there  was 
in  geometry  any  shorter  way  than  that  of  the  elements, 
and  he  answered  that  there  was  no  royal  road  to  geometry. 
He  is  younger  than  the  pupils  of  Plato,  but  older  than 
Eratosthenes  and  Archimedes;  for  the  latter  were  con- 
temporary with  one  another,  as  Eratosthenes  somewhere 
says." 

That  Euclid  founded  a  school  at  Alexandria  is  known 
from  this  passage  from  Pappus:  "Apollonius  spent  a 
very  long  time  with  the  pupils  of  Euclid  at  Alexandria, 
and  it  was  thus  that  he  acquired  such  a  scientific  habit  of 
thought."  Stobaeus  relates  that  "some  one  who  had  be- 
gun to  read  geometry  with  Euclid,  when  he  had  learned  the 
first  theorem,  asked  Euclid,  'But  what  shall  I  get  by  learn- 
ing these  things?'  Euclid  called  his  slave  and  said,  'Give 
him  threepence,  since  he  must  make  gain  out  of  what  he 
learns.' "  The  importance  of  Euclid's  elements  was  rec- 
ognised by  the  Greek  philosophers,  who  posted  on  the  doors 
of  their  schools:  "Let  no  one  enter  here  who  is  unac- 
quainted with  Euclid." 

The  purpose  of  the  elements  is  to  begin  with  a  few 
common   notions   which    are    statements    assumed    to   be 


n8  MATHEMATICS 

evident  to  any  reasoning  being,  and  togetker  with  five 
assumptions  from  these  build  step  by  step  a  complete 
chain  of  theorems.  That  he  succeeded  is  evidenced  by 
the  following  passage  from  Brill :  "Whatever  has  been 
said  in  praise  of  mathematics,  of  the  strength  perspicuity 
and  rigor  of  its  presentation,  all  is  especially  true  of  this 
work  of  the  great  Alexandrian.  Definitions,  axioms  and 
conclusions  are  joined  together  link  by  link  as  into  a 
chain,  firm  and  inflexible,  of  binding  force,  but  also  cold 
and  hard,  repellent  to  a  productive  mind  and  affording 
no  room  for  independent  activity.  A  ripened  understand- 
ing is  needed  to  appreciate  the  classic  beauties  of  this 
great  monument  of  Greek  ingenuity.  It  is  not  the  arena 
for  the  youth  eager  for  enterprise;  to  captivate  him  a 
field  of  action  is  better  suited  where  he  may  hope  to 
discover  something  new,  unexpected." 

The  work  of  Euclid  was  so  perfect  that  it  has  remained 
for  2,000  years  the  model  from  which  text-books  in  ele- 
mentary geometry  have  been  written.  It  is  safe  to  say  that 
it  is  the  greatest  work  that  a  single  human  mind  has  ever 
produced.  The  Elements  was  divided  into  thirteen  books, 
best  known  to-day  through  three  translators:  Simson, 
Heiberg  and  T.  L.  Heath;  the  latter  work  appeared  in 
1908,  and  is  of  immense  value  in  the  realization  of  the 
great  geometer's  work. 

Euclid  defines  a  point  as  that  which  has  no  part,  a  line 
as  breadthless  length,  and  a  straight  line  as  a  line  which 
lies  evenly  with  the  points  on  itself.  Five  postulates  and 
five  common  notions  form  the  foundation  upon  which  the 
superstructure  is  built.     The  following  are  granted: 

1.  That  a  straight  line  may  be  drawn  from  any  point 
to  any  point. 

2.  That  a  finite  straight  line  may  be  produced  continu- 
ously in  a  finite  straight  line. 

3.  That  a  circle  may  be  drawn  with  any  center  and  any 
radius. 

4.  That  all  right  angles  are  equal  to  one  another. 


GEOMETRY  119 

5.  That  if  a  straight  line  falling  on  two  straight  lines 
make  the  interior  angles  on  the  same  side  less  than  two 
right  angles,  the  two  straight  lines,  if  produced  indefi- 
nitely, meet  on  that  side  on  which  are  the  angles  less 
than  the  two  right  angles. 

It  will  be  noticed  that  the  plane  geometry  is  built  on 
three  elements,  the  point,  the  straight  line  and  the  circle. 
This  may  be  put  otherwise:  the  three  are  only  the  circle 
and  its  two  limiting  forms,  the  point  being  the  circle  when 
its  radius  has  become  zero,  and  the  straight  line  the  form 
when  the  radius  of  the  circle  has  increased  to  infinity. 
These  three  elements  limit  Euclidean  geometry  to  two 
instruments,  the  undivided  straight-edge  and  the  compass. 
Euclid  assumes  that  the  circle  may  be  drawn,  but  the 
straight  line  has  been  drawn.  It  is  a  significant  fact  that 
it  was  not  until  1864  that  an  instrument  was  invented  by 
Peaucillier  by  which  a  straight  line  could  be  drawn  by 
mechanical  means. 

Postulate  2  implies  that  space  is  continuous,  not  dis- 
crete, and  also  assumes  its  infinitude. 

The  five  common  notions  are : 

1.  Things  which  are  equal  to  the  same  thing  are  equal 
to  each  other. 

2.  If  equals  be  added  to  equals,  the  sums  are  equal. 

3.  If  equals  be  subtracted  from  equals,  the  remainders 
are  equal. 

4.  Things  which  coincide  with  one  another  are  equal  to 
one  another. 

5.  The  whole  is  greater  than  any  part. 

Common  notion  4  implies  the  free  mobility  of  rigid 
bodies  in  space.  Bertrand  Russell  says  what  is  called  mo- 
tion in  geometry  is  merely  the  transference  of  attention 
from  one  figure  to  another,  and  actual  superposition  nomi- 
nally employed  by  Euclid  is  not  required.  Common  notion 
5  separates  the  finite  from  the  infinite.  The  modern  defini- 
tion of  an  infinite  element  is  that  which  is  equal  to  a  part 
of  itself. 


120  MATHEMATICS 

According  to  Proclus,  every  problem  and  every  theorem 
which  is  complete  with  all  its  parts  perfect  purports  to  con- 
tain in  itself  all  of  the  following  elements :  enunciation,  set- 
ting out,  definition  or  specification,  construction  or  ma- 
chinery, proof  and  conclusion.  The  enunciation  states 
what  is  given  and  what  is  sought.  The  setting  out  marks 
off  what  is  given  beforehand  and  adapts  it  to  the  investi- 
gation. The  definition  makes  clear  the  particular  thing 
sought.  The  construction  adds  what  is  needed  for  the  pur- 
pose of  finding  out  what  is  sought.  The  proof  draws  the 
required  inference  by  reasoning  scientifically  from  ac- 
knowledged facts.  The  conclusion  reverts  again  to  the 
enunciation,  confirming  what  has  been  demonstrated. 

The  fifth  proposition  of  Book  I,  asserting  the  equality 
of  the  base  angles  of  an  isosceles  triangle,  has  been  called 
the  'pons  asinorum/  or  bridge  of  asses,  the  inference  be- 
ing that  if  the  youth  had  ability  to  master  this  theorem, 
his  future  career  in  geometry  was  assured.  An  important 
set  of  theorems  in  Book  I  is  concerned  with  the  conditions 
of  equality  of  triangles,  which  may  be  stated  as  follows: 

I.  Two  triangles  are  equal  if  the  three  sides  of  one  are 
respectively  equal  to  the  three  sides  of  the  other. 

II.  Two  triangles  are  equal  if  two  sides  and  the  included 
angle  of  one  are  respectively  equal  to  the  corresponding 
parts  of  the  other. 

IF.  Two  triangles  are  equal  when  a  side  and  the  two 
adjacent  angles  are  equal  respectively  to  the  correspond- 
ing parts  of  the  other. 

III.  Two  triangles  are  equal  when  two  sides  and  an  an- 
gle opposite  one  of  them  are  equal  respectively  to  the  cor- 
responding parts  of  the  other  (containing,  however,  an 
ambiguous  case). 

III'.  Two  triangles  are  equal  when  two  angles  and  a 
side  opposite  one  of  them  are  equal  respectively  to  the 
corresponding  parts  of  the  other. 

It  will  be  noticed  that  these  are  arranged  in  pairs,  with 
the  exception  of  I,  which  would  be  paired  with  the  theorem 


GEOMETRY  121 

stating  the  equality  of  the  triangles  provided  the  corre- 
sponding angles  are  equal,  which  is  not  necessarily  true 
in  plane  geometry. 

The  primed  number  of  each  pair  may  be  gotten  from  the 
unprimed  by  changing  side  to  angle  and  vice  versa. 

A  side  is  determined  by  the  two  end  points  and  an  angle 
by  the  two  including  lines,  the  point  and  line  being  the  two 
limiting  cases,  one  on  either  side  of  the  circle.  Such 
a  property  of  certain  theorems  is  called  reciprocity  or 
duality,  and  enables  one  to  think  of  such  a  theorem  as  a 
theorem  in  points  or  a  theorem  in  lines  as  well.  This 
statement  well  illustrates  duality:  two  points  (lines)  de- 
termine a  line  (point).  In  the  triangle  theorems  the 
breaking  down  of  reciprocity  in  I  is  due  to  the  fact  that  the 
three  angles  of  a  triangle  are  not  independent,  as  in  the 
case  in  sphere  geometry.  If  two  are  given  the  third  may 
be  found  by  subtracting  the  sum  of  the  two  from  two 
right  angles.  Three  elements  (a  majority  of  the  five  which 
may  be  independent)  are  required  for  the  determination 
of  a  triangue. 

The  most  important  of  the  remaining  theorems  of 
Book  I  are  those  treating  of  parallels  (which  will  be  con- 
sidered later)  and  the  Pythagorean  theorem.  Book  III 
treats  of  circles.  Book  IV  of  the  inscription  of  regular 
polygons  in  the  circle,  one  of  the  famous  problems  of  the 
ancients,  and  which  leads  to  the  usual  method  of  deter- 
mining the  approximate  value  of  the  ratio  of  the  circum- 
ference to  the  diameter  of  a  circle.  The  remaining  books 
through  Book  IX  are  mostly  concerned  with  the  geometry 
of  lines — that  is,  arithmetic  treated  geometrically.  The 
last  three  books  are  concerned  with  the  geometry  of  space 
and  culminate  in  the  regular  solid  figures  which  may  be  in- 
scribed in  a  sphere.  While  Euclid  has  been  the  guiding 
star  of  geometrical  text-books  for  twenty  centuries,  yet 
the  tides  of  darkness  have  been  so  dense  at  many  times 
that  only  the  faintest  gleams  of  light  were  discernible. 
About  1570  Sir  Henry  Savile,  warden  of  Merton  College, 


122  MATHEMATICS 

strove  to  arouse  an  interest  by  a  course  of  lectures  on 
Greek  geometry,  which  were  published  in  1621.  Conclud- 
ing, he  says:  "By  the  grace  of  God,  gentlemen  hearers,  I 
have  performed  my  promise;  I  have  redeemed  my  pledge. 
I  have  explained,  according  to  my  ability,  the  definitions, 
postulates,  axioms  and  the  first  eight  propositions  of  the 
Elements  of  Euclid.  Here,  sinking  under  the  weight  of 
years,  I  lay  down  my  art  and  my  instruments."     (Cajori.) 

Savile  says :  "In  the  beautiful  structure  of  geometry 
there  are  two  blemishes,  two  defects ;  I  know  no  more." 
These  were  the  assumption  of  the  fifth  postulate  and  the 
theory  of  proportion.  The  non-Euclidean  geometry  has 
vindicated  Euclid's  position  in  the  first,  and  it  has  taken 
500  years  from  the  time  of  Savile  to  appreciate  the  theory 
of  proportion. 

The  purpose  of  Euclid  was  to  build  up,  with  a  minimum 
of  assumptions,  a  logical  structure  in  which  reason  is  the 
sole  factor.  In  such  a  system  the  figure  that  is  drawn  is 
simply  a  guide  to  the  thought  and  might  be  entirely  dis- 
pensed with.  Unless  it  is  used  with  care,  it  may  by  subtly 
involving  intuition  ensnare  one  into  error.  The  following 
example  of  the  result  of  such  misleading  is  well  known: 
ABCD  is  a  square.  AB  is  bisected  perpendicularly  at  E. 
DF  is  drawn  equal  to  BD.  AF  is  bisected  perpendicularly 
at  G.  The  two  perpendiculars  meet  at  H.  CH,  DH,  AH, 
and  FH  are  drawn  in  the  triangles  ACH  and  FDH. 
CH  =  DH,  AC  =  FD,  AH  =  FH.  Therefore  by  the 
theorem  of  equality  of  two  triangles  having  sides  respec- 
tively equal,  the  triangles  ACH  and  FDH  are  equal  and 
the  corresponding  angles  ACH  and  FDH  are  equals.  But 
angle  ACH  =  angle  BDH,  from  which  angle  FDH  = 
angle  BDH;  a  magnitude  equaling  a  part  of  itself  which 
contradicts  the  fifth  common  notion,  that  a  whole  is  greater 
than  any  part  of  it. 

This  elimination  of  observation  from  the  geometry 
taught  the  schoolboy  has  led  to  attacks  in  recent  years  on 
the  advisability  of  the  use  of  Euclid  as  a  school  text.    J.  J. 


GEOMETRY 


123 


Sylvester,  one  of  England's  two  greatest  mathematicians, 
in  answer  to  Huxley's  statement  that  "mathematics  is  that 
study  which  knows  nothing  of  observation,  nothing  of  ex- 
periment,   nothing   of   induction,    nothing   of   causation," 


gave  voice  to  the  following:  "I  should  rejoice  to  see 
Euclid  honorably  shelved  or  buried  'deeper  than  e'er  plum- 
met sounded'  out  of  the  schoolboy's  reach."  The  Perry 
movement,  inaugurated  in  England  by  John  Perry  in  1901, 


I24  MATHEMATICS 

has  in  a  measure  resulted  in  departing  from  Euclid  so  as 
to  make  geometry  more  of  a  subject  of  experiment  and 
observation. 

The  second  great  mathematician  of  this  period  was 
Archimedes,  born  at  Syracuse  in  287  B.C.,  studied  at  Alex- 
andria, returned  to  Sicily  and  died  in  his  native  city  in 
212  b.c.  Aside  from  his  mathematical  contributions,  his 
mechanical  ability  was  marvelous. 

Archimedes  was  killed  during  the  sack  of  Syracuse  by 
the  Romans  under  Marcellus.  A  soldier  found  him  in  the 
garden  tracing  a  geometrical  figure  in  the  sand  as  was 
customary  in  those  days.  Archimedes  told  him  to  get  off 
the  figure  and  not  spoil  it.  The  soldier,  insulted,  thrust 
him  through  with  his  dagger. 

The  figure  of  a  sphere,  inscribed  in  a  cylinder,  was  cut 
on  his  tomb  in  commemoration  of  his  favorite  theorem 
that  the  volume  of  the  sphere  is  two-thirds  that  of  the 
cylinder  and  its  surface  is  four  times  that  of  the  base  of  the 
cylinder.  Cicero  rediscovered  the  tomb  in  75  b.c.  and 
gives  a  beautiful  account  of  his  search  in  Tusc.  Disp., 
V.  23. 

"Shall  I  not,  then,  prefer  the  life  of  Plato  and  Archytas, 
manifestly  wise  and  learned  men,  to  his  (Dionysius'),  than 
which  nothing  can  possibly  be  more  horrid,  or  miserable, 
or  detestable? 

"I  will  present  you  with  an  humble  and  obscure  mathe- 
matician of  the  same  city,  called  Archimedes,  who  lived 
many  years  after;  whose  tomb,  overgrown  with  shrubs 
and  briers,  I  in  my  qusestorship  discovered  when  the  Syra- 
cusans  knew  nothing  of  it,  and  even  denied  that  there  was 
any  such  thing  remaining;  for  I  remembered  some  verses 
which  I  had  been  informed  were  engraved  on  his  monu- 
ment, there  was  placed  a  sphere  with  a  cylinder.  When  I 
had  carefully  examined  all  the  monuments  (for  there  are 
a  great  many  tombs  at  the  gate  Achradmse)  I  observed  a 
small  column  standing  out  a  little  above  the  briers,  with 
the  figure  of  a  sphere  and  cylinder  upon  it;  whereupon  I 


GEOMETRY  125 

immediately  said  to  the  Syracusans — for  there  were  some 
of  their  principal  men  with  me  there — that  I  imagined  that 
was  what  I  was  inquiring  for.  Several  men,  being  sent 
with  scythes,  cleared  the  way,  and  made  an  opening  for 
us.  When  we  could  get  at  it,  and  were  come  near  to  the 
front  of  the  pedestal,  I  found  the  inscription,  tho  the 
latter  part  of  all  the  verses  were  effaced  almost  half  way. 

"Thus  one  of  the  noblest  cities  of  Greece,  and  one  which 
at  one  time  likewise  had  been  very  celebrated  for  learning, 
had  known  nothing  of  the  monument  of  its  greatest  genius, 
if  it  had  not  been  discovered  to  them  by  a  native  of  Ar- 
pinum." 

The  work  on  the  Quadrature  (or  finding  the  area  of  a 
segment)  of  the  Parabola  is  one  of  the  most  important 
works  of  Archimedes.  The  proof  of  the  principal  theorem 
of  this  work  depends  upon  the  "method  of  exhaustions"  in- 
vented by  Eudoxus,  and  which  is  the  forerunner  of  the 
modern  powerful  implement  of  analysis,  the  calculus.  The 
lemma  is  thus  stated  by  Archimedes:  "The  excess  by 
which  the  greater  of  two  unequal  areas  exceeds  the  less 
can,  if  it  be  continually  added  to  itself,  be  made  to  exceed 
any  finite  quantity."  The  theorem  itself  asserts  that  the 
area  of  a  segment  of  the  parabola  is  equal  to  four-thirds 
of  a  certain  triangle  inscribed  in  it. 

Another  important  work,  'The  Sphere  and  the  Cylinder,' 
containing  sixty  propositions,  was  sent  to  his  friends  in 
Alexandria,  in  which  he  purposely  misstated  some  of  his 
results,  "to  deceive  those  vain  geometricians  who  say  they 
have  found  everything  but  never  give  their  proofs,  and 
sometimes  claim  they  have  discovered  what  is  impossible." 

The  work  of  Archimedes  is  of  particular  interest  at  the 
present  time  owing  to  the  discovery  of  a  lost  work  by 
Professor  Heiberg  in  Constantinople  during  the  summer 
of  1906.  The  purpose  of  this  work,  which  is  addressed  to 
Eratosthenes,  is  well  summed  up  in  the  following  state- 
ment and  makes  clear  the  method  by  which  Archimedes 
arrived  at  his  discoveries:    "I  have  thought  it  well  to 


126  MATHEMATICS 

analyze  and  lay  down  for  you  in  this  same  book  a  peculiar 
method  by  means  of  which  it  will  be  possible  for  you  to 
derive  instruction  as  to  how  certain  mathematical  ques- 
tions may  be  investigated  by  means  of  mechanics.  And  I 
am  convinced  that  this  is  equally  profitable  in  demonstrat- 
ing a  proposition  itself;  for  much  that  was  made  evident 
to  me  through  the  medium  of  mechanics  was  later  proved 
by  means  of  geometry,  because  the  treatment  by  the  former 
method  had  not  yet  been  established  by  way  of  a  demon- 
stration. For  of  course  it  is  easier  to  establish  a  proof,  if 
one  has  in  this  way  previously  obtained  a  conception  of 
the  questions,  than  for  him  to  seek  it  without  such  a  pre- 
liminary notion.  .  .  .  Indeed,  I  assume  that  some  one 
among  the  investigators  of  to-day  or  in  the  future  will 
discover  by  the  method  here  set  forth  still  other  proposi- 
tions which  have  not  yet  occurred  to  us."  Says  Professor 
Smith:  "Perhaps  in  all  the  history  of  mathematics  no 
such  prophetic  truth  was  ever  put  into  words.  It  would 
almost  seem  as  if  Archimedes  must  have  seen  as  in  a 
vision  the  methods  of  Galileo,  Cavalieri,  Pascal,  Newton, 
and  many  of  the  other  great  makers  of  the  mathematics 
of  the  Renaissance  and  the  present  time." 

Very  little  is  known  of  the  life  of  the  third  member  of 
this  great  trinity,  Apollonius  of  Perga,  "the  great  geome- 
ter." It  is  supposed  that  he  was  born  about  260  B.C.  and 
died  about  200  b.c.  He  studied  at  Alexandria  for  many 
years  and  probably  lectured  there.  His  great  work  on  the 
conic  sections  contains  practically  all  of  the  theorems  of 
the  text-books  of  to-day.  The  work  was  divided  into  seven 
books,  perhaps  originally  into  eight,  and  while  very  tedi- 
ous, is  characterized  by  strict  Euclidean  rigor. 

A  cone  is  the  figure  generated  by  a  line  passing  through 
a  fixed  point  and  constantly  touching  the  circumference  of 
a  circle.  If  O  is  the  point  and  C  the  circle,  the  line  OC 
turns  while  still  passing  through  O,  so  that  point  C 
traverses  the  circle.  The  complete  cone  consists  of  the 
symmetrical  figure  above  O  as  well  as  the  figure  below  and 


GEOMETRY 


127 


both  are  extended  into  space  indefinitely.  A  conic  section 
is  a  curve  which  is  formed  by  passing  a  plane  through  the 
cone.  One  of  the  best  methods  of  quickly  constructing 
these  sections  is  to  immerse  a  wooden  or  tin  cone  in  a 


vessel  of  water.  The  line  formed  around  the  cone  by  the 
surface  of  the  water  will  be  the  section.  There  are  three 
general  cases  which  arise,  besides  several  special  ones,  as 
will  be  seen  by  the  inspection  of  the  figures,  which  are 


128 


MATHEMATICS 


vertical  cross-sections — that  is,  the  eye  is  supposed  to  be 
on  a  level  with  the  surface  of  the  water  and  sees  this  sur- 
face as  a  line  S. 


,& 


In  Fig.  I,  where  the  plane  S  cuts  the  two  opposite  gen- 
erators PC  and  PB,  an  ellipse  is  formed.     If  the  plane  S 


GEOMETRY 


129 


happens  to  be  at  right  angles  to  the  axis  of  the  cone  as  in 
la,  a  circle  is  the  result. 

In  Fig.  II  the  upper  half  or  nappe  of  the  cone  has  been 
lowered — that  is,  the  cone  has  been  revolved  about  P  until 
the  axis  PB  has  become  parallel  with  the  plane  S.  The 
curve  formed  is  an  open  curve  and  is  called  a  parabola. 

If  the  cone  be  still  further  turned  until  both  nappes  cut 
the  water  as  in  Fig.  Ill,  the  hyperbola  is  the  resulting 


D 

Y< 

< 

d' 

E 

jp 

n 

^'_. 

E9 

i 

r          1 
1 
i 

\    > 

\ 

v 

X' 

-AX 

F 

0 

F' 

)a 

X 

D 

f 
Y 

If 

2/ 

Fig.  41  — Ellipse. 


curve.  This  curve  consists  of  two  branches,  both  of  which 
are  open. 

If  the  plane  S  passes  through  the  point  P  during  this 
investigation,  the  degenerate  conies  are  formed.  I  gives 
a  degenerate  circle  or  ellipse,  which  is  a  point  where  the 
radii  have  become  zero;  II  gives  a  line  which  may  be 
regarded  as  made  up  of  two  coincident  lines;  in  III  these 
lines  become  distinct  and  intersect  at  P. 

It  is  thus  seen  that  the  parabola  is  the  limiting  case 


130 


MATHEMATICS 


through  which  the  varying  ellipse  passes  as  it  merges  into 
the  hyperbola. 

These  three  curves  may  be  defined  by  a  single  law  of 
motion  of  a  point  in  a  plane,  and  for  purposes  of  study  this 
is  more  convenient. 


D' 

M\ 

j/* 

i 

/ 

/ 

/ 

I 

7Vr 

i 

fv 

| 

1 

£ 

SL 

i 

Fig.  42  — Parabola. 


A  point  so  moves  that  its  distances  from  a  fixed  point,  F, 
called  the  focus,  and  from  a  fixed  line,  Diy,  called  the 
directrix,  are  in  a  given  ratio,  e,  the  eccentricity  of  the 
curve.  Now  the  form  of  the  curve  and  the  class  to  which 
it  belongs,  ellipse,  parabola  or  hyperbola,  depends  upon 
the  value  given  to  e.    In  the  figure  F  is  the  fixed  point,  P 


GEOMETRY 


131 


is  the  moving  point  on  the  curve  and  DD'  is  the  directrix 
or  fixed  line. 

In  Fig.  I  e  is  less  than  1  and  the  curve  is  an  ellipse.  It 
is  seen  that  it  is  symmetric  to  the  line  YY'  and  therefore 
must  have  another  directrix,  DD',  on  the  right  and  also  a 
second  focus,  F". 


43  — Hyperbola. 


In  Fig.  II  e  =  1  and  the  curve  is  the  parabola.  This 
curve  constantly  recedes  from  the  line,  yet  ever  curves  to 
it.  It  may  be  thought  of  as  the  left  half  of  an  ellipse  of 
which  the  right  focus  has  been  pulled  out  to  the  right  an 
infinite  distance ;  it  is  an  open  curve — that  is,  the  two  arms 
of  the  curve  never  join  again. 


132 


MATHEMATICS 


In  Fig.  Ill  is  seen  the  third  case,  where  e  is  greater  than 
i ;  the  hyperbola  with  two  branches.  In  the  generation  of 
this  curve  the  point  starting  at  A'  recedes  indefinitely 
downward  to  the  right.  It  next  appears  coming  back  on 
the  upper  half  of  the  left  branch,  passing  along  that 
branch  to  an  infinite  distance  and  finally  coming  back 


Fig.  44  — Asymptotes  of  Hyperbola. 


along  the  upper  right  of  the  right  branch.  It  is  convenient 
sometimes  to  think  of  the  two  ends  of  the  curve  being 
joined  by  a  single  infinite  point  and  thus  preserve  con- 
tinuity in  the  motion  of  the  moving  point.  The  two 
branches   of  the   hyperbola   constantly   approach   without 


GEOMETRY  133 

ever  reaching  the  two  intersecting  lines  OX'  and  OY'  in 
the  figure;  that  is,  the  curves  are  said  to  be  asymptotic 
to  these  lines,  which  are  called  the  asymptotes  of  the 
curve. 

In  the  full-page  figure  is  seen  the  relation  which  exists 
between  the  foci  and  directrices  of  the  plane  figure  and 
the  cone  itself.  The  plane  AB  cuts  the  ellipse  from  the 
cone.  If  a  sphere  be  dropped  in  the  cone  so  that  it  will 
be  in  the  cone  and  just  touch  the  plane  the  point  of  touch- 
ing or  tangency  will  be  a  focus.  Two  such  spheres  are 
possible,  the  small  one  above  the  plane  and  the  large  one 
below;  the  foci  are  F  and  F'.  These  spheres  touch  the 
cone  in  circles.  If  planes  be  passed  through  these  circles, 
as  AC  and  BC,  they  will  cut  the  original  cutting  plane 
AB  in  the  lines  AM  and  BN,  which  are  the  directrices. 

The  futility  of  the  argument  that  it  is  vain  to  cultivate 
truth  for  truth's  sake  is  well  seen  in  the  case  of  the 
Conies  of  Apollonius.  This  monumental  work  lay  dor- 
mant and  did  not  reach  fruition  until  seventeen  centuries 
after,  when  Kepler  found  the  paths  of  the  planets  to  be 
ellipses  and  Newton  subjected  to  law  the  wanderer  of  the 
celestial  seas,  the  comet,  whose  path  is  an  ellipse  if  it  is 
a  regular  visitor  of  the  solar  system.  If  the  path  of  the 
comiet  is  not  an  ellipse,  it  is  a  parabola,  and  it  comes  but 
once  under  the  influence  of  the  sun  and  then  forever  loses 
itself  in  the  vastness  of  space. 

Antiquity  has  left  us  three  famous  problems:  The 
quadrature  of  the  circle,  the  duplication  of  the  cube,  called 
the  Delian  problem,  and  the  trisection  of  the  angle,  or 
more  generally  the  problem  of  the  inscription  of  the  regu- 
lar polygons  in  a  circle. 

The  quadrature  of  the  circle,  popularly  known  as  squar- 
ing the  circle,  is  the  problem  of  finding  the  side  of  a  square 
which  has  the  same  area  as  a  given  circle.  The  philoso- 
pher Anaxagoras  occupied  himself  with  this  problem  in 
his  prison.     Hippocrates  of  Chios  made  one  of  the  most 


Fig.  45  — Relation  Between  Plane  and  Solid  Figure. 


GEOMETRY  135 

famous  attempts  at  its  solution,  which  resulted  in  finding 
a  lune  or  surface  in  the  shape  of  a  crescent  bounded  by 
two  arcs,  which  was  equal  in  area  to  a  square.  Archi- 
medes showed  that  the  problem  is  equivalent  to  finding 
the  area  of  a  right-angled  triangle  whose  sides  are  re- 
spectively the  perimeter  of  the  circle  and  its  radius,  and 
further  showed  that  the  ratio  of  these  two  sides  is  more 
than  3*/7  and  less  than  2?°/^.  This  ratio  is  indicated  by  the 
Greek  letter  #,  introduced  by  W.  Jones  in  1706  and  crystal- 
lized in  use  by  Euler. 

Archimedes'  method  of  determining  its  value  was  by 
inscribing  and  cricumscribing  polygons  of  96  sides  and  by 
comparing  the  ratio  of  the  perimeter  of  the  circumscribed 
polygon  to  the  radius  determined  a  value  greater  than  ft, 
and  by  using  the  inscribed  polygon  he  arrived  at  a  value 
less  than  ft.  The  present  text-book  method  is  to  determine 
a  formula  or  algorithm  by  which  the  perimeter  of  a  poly- 
gon of  2n  sides  may  be  found  from  the  perimeter  of  the 
polygon  of  n  sides.  By  carrying  this  process  on  indefi- 
nitely the  ratio  may  be  found  to  any  degree  of  approxi- 
mation. 

The  ancient  Egyptians  took  the  value  256/81>  equal  to 
3,  1605 ;  3  was  the  value  used  by  the  early  Babylonians 
and  also  by  the  Jews  (I  Kings  vii,  23;  II  Chronicles  iv,  2). 

A  quaint  picture  is  found  in  the  beginning  of  Halley's 
edition  of  Apollonius  and  again  reproduced  in  Heath's 
volume.  The  legend  below  describes  Aristiphus,  the  So- 
cratic  philosopher,  shipwrecked  on  the  island  of  Rhodes, 
where  he  found  the  sand  of  the  seashore  covered  with 
geometrical  drawings.  His  exclamation  was,  "Good  cheer. 
I  see  evidences  of  the  Man  himself." 

Ludolph  van  Ceulen  devoted  a  considerable  portion  of 
his  life  to  the  computation  of  #•  Dying  in  1610,  he  re- 
quested that  the  result  to  35  places,  which  he  had  obtained, 
be  cut  on  his  tombstone.  Archimedes  chose  to  have  his 
favorite  theorem  graven  on  his  tomb,  as  also  James  Be- 
rnoulli, who,  while    investigating    the    properties    of    the 


Fig.  46.  — Geometrical  "Footprints  in  the  Sand." 


GEOMETRY 


137 


equiangular  spiral,  discovered  the  remarkable  way  in 
which  curves  deduced  from  it  reproduced  the  original 
curve,  and  he  requested  that  this  figure  should  be  carved 
on  his  tomb  with  the  inscription  "Eadem  numero  mutata 
resurgo." 

Perhaps  the  limit  of  perseverance  in  this  direction  was 
reached  by  William  Shanks,  who  in  1872  carried  the  result 
to  707  places.   Some  idea  of  the  accuracy  of  this  value 


Eadem  numero 
mutata  resurgo. 


Archimedes. 
Design  on  Tombs. 


may  be  inferred  from  Professor  Newcomb's  remark  that 
if  the  circumference  of  the  earth  were  a  perfect  circle, 
ten  places  of  decimals  would  make  its  circumference 
known  to  a  fraction  of  an  inch. 

In  1770  Lambert  discussed  the  statement  that  #  is  irra- 
tional, that  it  cannot  be  expressed  by  a  terminating  deci- 
mal or  the  ratio  of  two  whole  numbers.  In  1794  Legendre 
proved  the  irrationality  of  both  it  and  *\  Hermite  in  1873 
proved  e,  the  base  of  the  natural  logarithms,  to  be  tran- 
scendental— that  is,  it  is  inexpressible  as  a  root  of  any 
algebraic  equation  with  integral  coefficients — and  in  1882 


138  MATHEMATICS 

Lindemann  gave  a  similar  proof  for  the  transcendentalism 
of  #.  Euler  derived  the  relation  between  e  and  ^expressed 
by  the  following  formula,  which  is  one  of  the  most  re- 
markable in  mathematics : 

£<■*    —  —  i. 

A  method  of  approximating  it  is  by  the  theory  of  prob- 
ability. On  a  plane  a  number  of  straight  lines  are  drawn 
parallel  to  each  other  and  a  units  apart.  If  a  stick  of 
length  1,  less  than  a,  is  dropped  at  random  on  the  plane  of 
these  lines,  the  probability  that  it  will  fall  across  one  of 

2I 
the  line  is  — ,  from  which,  by  a  large  number  of  trials  in 

which  the  number  of  times  is  recorded  that  the  stick 
crosses  a  line,  an  approximate  value  of  n  is  obtained.  In 
1864  Captain  Fox  made  1,120  trials  and  obtained  n  = 
3.1419-     (Ball.) 

In  1685  Kochausky  gave  a  simple  construction  by  which 
the  length  of  a  semicircle  may  be  constructed  with  an  ac- 
curacy correct  to  4  decimal  places.  At  the  end  point  A 
of  diameter  BA  draw  tangent  AF.  Take  the  angle  ACE, 
equal  to  300,  and  EF,  equal  to  3  times  the  radius.  Draw 
BF  and  which  is  the  required  line?     (Halsted.) 

The  value  of  ft  to  52  places  of  decimals  is  tt  —  3.141,- 
592,  653,  589,  793,  238,  462,  643,  383,  279,  502,  884,  197,- 
169,  399.  375.  I05»  8. 

"Circle  squaring"  has  not  entirely  died  out,  but  the 
mathematical  knowledge  of  the  cyclometer  of  to-day  does 
not  extend  much  beyond  elementary  arithmetic.  For  the 
lack  of  the  requisite  knowledge  to  appreciate  the  problerr 
has  been  substituted  a  dogged  perseverance  which  should 
achieve  results  if  applied  in  a  calling  more  befitting  theii 
abilities.  Professor  de  Morgan,  whose  experience  witl, 
the  several  cyclometers  certainly  puts  him  in  a  position  to 
know  their  frailties,  especially  those  of  James  Smith,  0$ 
Liverpool,  says :  "The  feeling  which  tempts  persons  to 
this  problem  is  that  which,  in  romance,  made  it  impossible 
for  a  knight  to  pass  a  castle  which  belonged  to  a  giant  or 


GEOMETRY 


139 


an  enchanter.  This  rinderpest  of  geometry  cannot  be 
cured  when  once  it  is  seated  in  the  system.  All  that  can 
be  done  is  to  apply  what  the  learned  call  prophylactics  to 
those  who  are  yet  sound.  When  once  the  virus  gets  into 
the  brain,  the  victim  goes  round  the  flame  like  a  moth — 
first  one  way  and  then  another,  beginning  again  where  it 
ended,  and  ending  where  he  began." 

Smith's  value  for  it  is  3^,  which  he  attributes  to  a 
French  well-sinker,  of  which  De  Morgan  says:    "It  does 


the  well-sinker  great  honor,  being  so  near  the  truth,  and 
he  having  no  means  of  instruction."  Further  speaking  of 
Smith,  he  says:  "He  is,  beyond  a  doubt,  the  ablest  head 
at  unreasoning,  and  the  greatest  hand  at  writing  it,  of  all 
who  have  tried  in  our  day  to  attach  their  names  to  an 
error.  Common  cyclometers  sink  into  puny  orthodoxy  by 
his  side.  The  behavior  of  this  singular  character  induces 
me  to  pay  him  the  compliment  Achilles  paid  Hector — -to 
drag  him  around  the  walls  again  and  again."  Again :  "As 
to  Mr.  James  Smith,  we  can  only  say  this :  he  is  not  mad. 
Madmen  reason  rightly  upon  wrong  premises;  Mr.  Smith 
reasons  wrongly  on  no  premises  at  all.     His  procedures 


140  MATHEMATICS 

are  not  caricature  of  reasoning;  they  are  caricature  of 
blundering.  The  o!d  way  of  proving  2  =  1  is  solemn 
earnest  compared  with  his  demonstration." 

The  origin  of  the  Delian  problem,  which  occupies  a 
large  space  in  the  history  of  Greek  geometry,  is  given  in  a 
letter  from  Eratosthenes  to  King  Ptolemy  Energetes: 

"Eratosthenes  to  King  Ptolemy  greeting. 

"There  is  a  story  that  one  of  the  old  tragedians  repre- 
sented Minos  as  wishing  to  erect  a  tomb  for  Glaucus  and 
as  saying,  when  he  heard  that  it  was  a  hundred  feet  every 
way: 

"  'Too  small  thy  plan  to  bound  a  royal  tomb. 
Let  it  be  double ;  yet  of  its  fair  form 
Fail  not,  but  haste  to  double  every  side/  " 

But  he  was  clearly  in  error,  for  when  the  sides  are 
doubled  the  area  becomes  four  times  as  great  and  the 
solid  content  eight  times  as  great.  Geometers  also  con- 
tinued to  investigate  the  question  in  what  manner  one 
might  double  a  given  cube  while  it  remained  in  the  same 
form.  And  a  problem  of  this  kind  was  called  doubling  the 
cube,  for  they  started  from  a  cube  and  sought  to  double  it. 
While  then  for  a  long  time  every  one  was  at  a  loss,  Hip- 
pocrates of  Chios  was  the  first  to  observe  that  if  between 
two  straight  lines  of  which  the  greater  is  double  of  the 
less  it  were  discovered  how  to  find  two  mean  proportionals 
in  continued  proportion,  the  cube  would  be  doubled;  and 
thus  he  turned  the  difficulty  in  the  original  problem  into 
another  difficulty  no  less  than  the  former.  Afterward, 
they  say,  some  Delians  attempting,  in  accordance  with  an 
oracle,  to  double  one  of  the  altars  (to  rid  them  of  a  pesti- 
lence) fell  into  the  same  difficulty.  And  they  sent  and 
begged  the  geometers  who  were  with  Plato  in  the  Academy 
to  find  for  them  the  required  solution,  and  while  they  set 
themselves  energetically  to  work  and  sought  to  find  two 
means  between  two  given  straight  lines,  Archytas  of 
Tarentum  is  said  to  have  discovered  them  by  means  of 
half-cylinders  and  Eudoxus  by  means  of  so-called  curved 


GEOMETRY  141 

lines.  It  is,  however,  characteristic  of  them  all  that  they 
indeed  gave  demonstrations,  but  were  unable  to  make  the 
actual  construction  or  to  reach  the  point  of  practical  ap- 
plication, except  to  a  small  extent  Mensechmus,  and  that 
with  difficulty."  Perhaps  the  most  beautiful  solution  aside 
from  that  of  Archytas  is  by  means  of  the  cissoid  or  "ivy- 
like"  curve  invented  by  Diodes.  This  curve  is  formed 
by  drawing  the  horizontal  diameter  of  a  circle  and  draw- 
ing pairs  of  equal  half  chords  perpendicular  to  this  diame- 
ter. Through  the  upper  extremity  of  one  of  these  chords 
and  the  opposite  end  of  the  horizontal  diameter  is  drawn 
a  chord.  The  point  of  intersection  of  this  chord  with  the 
other  one  of  the  pair  of  half  chords  is  a  point  of  the  cissoid. 

In  discussing  the  possibility  of  a  geometrical  solution 
of  a  problem  it  has  not  always  been  clear  just  what  is 
meant  by  possibility.  Euclid  limited  his  tools  to  the 
straight-edge  and  compass,  so  that  every  geometrical 
problem  must  ultimately  reduce  to  a  finite  number  of  con- 
structions which  are  of  one  or  more  of  the  three  classes : 
finding  the  intersection  of  two  straight  lines,  or  a  straight 
line  and  a  circle,  or  of  two  circles.  At  first  glance  one 
would  say  that  the  impossibility  of  a  construction  by  such 
methods  could  never  be  completely  established,  that  per- 
haps some  time  some  one  would  hit  upon  the  happy  combi- 
nation necessary  for  the  solution,  and  so  far  as  geometry 
itself  is  concerned,  it  has  as  yet  thrown  no  light  on  the 
subject.  It  is  here  that  Algebra  furnishes  the  clue.  Since 
geometry  admits  of  the  construction  of  the  square  root  of 
the  product  of  two  lines,  it  may  be  said  that  the  necessary 
and  sufficient  condition  that  an  analytic  expression  can  be 
constructed  with  the  straight-edge  and  compasses  is  that 
it  can  be  derived  from  the  known  quantities  by  a  finite 
number  of  rational  operations  and  square  roots.  (Klein: 
'Famous  Problems  in  Elementary  Geometry.') 

It  is  at  once  seen  that  the  Delian  problem  reduces  to 
finding  x  where  x3  =  2  and  therefore  is  unsolvable  as  a 
Euclidean  problem. 


142  MATHEMATICS 

The  trisection  of  an  arbitrary  angle,  while  one  of  the 
famous  unsolved  problems,  was  not  so  enshrined  in  ro- 
mance as  was  the  Delian  problem.  The  bisecting  or  divid- 
ing of  an  angle  into  two  equal  parts  was  very  easy  of 
solution,  but  not  so  the  trisection.  In  very  special  cases, 
as  that  of  the  right  angle,  no  difficulty  is  experienced. 
The  earliest  solutions  were  by  means  of  the  hyperbola 
and  the  conchoid  of  Nicomedes.  Since  that  time  many 
and  various  have  been  the  solutions  offered,  all  depending 
either  on  higher  plane  curves  than  the  circle  or  upon 
mechanical  instruments  other  than  the  ruler  and  com- 
passes. Speaking  of  the  latter,  Plato  says:  "The  good  of 
geometry  is  set  aside  and  destroyed,  for  we  again  reduce 
it  to  the  world  of  sense,  instead  of  elevating  and  imbuing 
it  with  the  eternal  and  incorporeal  images  of  thought,  even 
as  it  is  employed  by  God,  for  which  reason  He  always  is 
God." 

It  is  easily  shown  that  trisection  cannot  be  reduced  to 
the  necessary  conditions  and  therefore  it  must  be  classed 
as  an  unsolvable  Euclidean  problem. 

Closely  allied  with  this  problem  is  the  other  of  inscrib- 
ing regular  polygons  in  a  circle.  It  has  long  been  known 
that  polygons  may  be  inscribed  if  the  number  of  sides  is 
given  by  n  =  2h,  3,  5  or  the  product  of  any  two  or  three 
of  these  numbers.  Gauss  showed  that  the  operation  is 
possible  for  every  prime  number  of  the  form  p  =  22n  -f-  i„ 
but  impossible  for  all  other  primes. 

Giving  n  the  values  o,  1,  2,  3,  4,  the  primes  3,  5,  17,  257, 
65537  result.  With  n  =  5,  6,  7,  primes  do  not  result. 
Thus  is  seen  that  the  regular  polygon  of  7,  9,  11,  etc.,  sides 
are  not  constructable.  The  polygon  of  17  sides  has  been 
constructed  by  many  writers.  One  construction  is  given 
by  Klein  in  'Famous  Problems.'  To  the  investigation  of 
the  polygon  of  65,537  sides  Professor  Hermes  devoted  ten 
years  of  his  life. 

The  modification  of  the  instruments  used  in  construc- 
tions has  been  considered  successfully  by  Mascheroni,  who 


GEOMETRY  143 

used  compasses  alone.  All  forms  which  involve  rationals 
may  be  dealt  with  with  the  straight-edge,  while  Poncelet 
conceived  the  idea  of  using  the  straight-edge  and  a  fixed 
circle. 

That  angle  trisectors  still  exist  is  attested  by  the  publi- 
cation some  years  ago,  with  great  eclat,  that  a  Western 
school  girl  had  succeeded  where  the  mathematicians  of 
twenty  centuries  had  failed.  Verily  "fools  venture  in 
where  angels  fear  to  tread." 

Euclid's  definition  of  parallel  lines  is  straight  lines 
which,  being  in  the  same  plane  and  produced  indefinitely 
in  both  directions,  do  not  meet  one  another  in  either  direc- 
tion. Euclid's  fifth  postulate  differs  from  all  the  others, 
and  as  Staekel  remarks,  "It  requires  a  certain  courage 
to  declare  such  a  requirement  alongside  the  other  exceed- 
ing simple  assumptions  and  postulates,"  and  there  is  no 
better  proof  of  the  subtlety  and  power  of  the  old  Greek 
geometer  than  his  assumption  as  undemonstrable  that 
which  required  twenty-two  centuries  to  prove  as  such. 
Euclid  postpones  the  use  of  this  postulate  until  nearly  half 
of  the  first  book  is  complete  and  then  assumes  it  as  the 
inverse  of  one  already  proved,  the  seventeenth,  and  uses 
it  only  to  prove  the  inverse  of  another  already  proved,  the 
twenty-seventh. 

Proclus  demanded  a  proof  as  the  inverse  was  demon- 
strable and  his  time  on  it  has  been  the  bone  of  contention 
until  the  difficulty  was  cleared  up  in  the  nineteenth  century 
by  the  most  brilliant  generalization  in  the  whole  field  of 
mathematics.  Playf air's  form  of  this  postulate  (also 
stated  by  Proclus)  is :  Through  a  given  point  not  on  a 
straight  line,  one  line  and  but  one  can  be  drawn  which  is 
parallel  to  the  given  line.  Comparing  this  statement  with 
the  one  that  one  and  but  one  perpendicular  can  be  drawn 
from  a  point  to  a  line,  they  appear  of  equal  difficulty.  On 
this  slippery  ground  many  good  and  bad  mathematicians 
have  lost  their  footing.  Lagrange  at  one  time  wrote  a 
paper  on  parallels  in  which  he  hoped  he  had  overcome  the 


144  MATHEMATICS 

difficulty  and  began  to  read  it  before  the  Academy,  but 
suddenly  stopped  and  said:  "II  faut  que  j'y  songe  encore" 
(I  must  think  it  over  again).  He  put  the  paper  in  his 
pocket  and  never  afterward  referred  to  it. 

Legendre  showed  that  this  assumption  is  equivalent  to 
the  statement  that  the  sum  of  the  angles  of  a  triangle  is 
equal  to  two  right  angles,  and  also  proved  that  if  ever  a 
triangle  is  found  in  which  the  sum  of  the  angles  can  be 
shown  to  be  exactly  two  right  angles,  then  this  is  true  for 
any  other  triangle.  Gerolamo  Saccheri  in  1733  in  a  work, 
'Euclid  Vindicated  from  All  Faults,'  obtained  the  first 
glimpse  of  the  modern  theory  of  parallels,  and  had  it  not 
been  for  his  confidence  in  the  existence  of  a  parallel,  would 
no  doubt  have  had  the  credit  which  belongs  now  to  others. 
He  presents  the  curious  spectacle  of  laboring  to  erect  a 
structure  for  the  purpose  of  afterward  pulling  it  down  on 
top  of  himself,  constructing  systems  in  which  he  sought 
for  contradictions  in  order  to  prove  the  hypotheses  false. 

Wolfgang  Bolyai,  a  Hungarian,  was  in  his  college  days 
a  friend  of  Gauss,  the  greatest  mathematician  Germany 
has  ever  produced.  He  was  professor  in  the  Reformed 
College  of  Maros  Vasarhely.  The  son,  Johann  Bolyai  de 
Bolyai,  is  best  described  by  his  father  when  he  relates  that 
the  boy  in  mathematics  "sprang  before  him  like  a  demon." 
As  soon  as  he  enunciated  a  problem  the  child  solved  it  and 
asked  him  to  go  farther.  '  At  the  age  of  thirteen  he  lec- 
tured in  his  father's  absence.  Writing  to  his  father  No- 
vember 3,  1823,  at  the  age  of  21,  he  says :  "I  have  not  got 
my  object  yet,  but  I  have  produced  such  stupendous  things 
that  I  was  overwhelmed  myself,  and  it  would  be  an  eternal 
shame  if  they  were  lost.  Now  I  can  only  say  that  I  have 
made  a  new  world  out  of  nothing."  And  his  discovery 
was  nothing  more  nor  less  than  to  reject  the  postulate 
which  had  been  intuitively  accepted  since  the  time  of 
Euclid,  and  without  this  axiom  builds  up  a  non-self-con- 
tradictory geometry.  It  was  published  as  an  appendix 
of  twenty-eight  pages  in  a  work  of  his  father's.     In  1829 


GEOMETRY 


145 


Nicholaus  Ivanovitch  Lobatchewsky,  a  brilliant  young 
Russian,  issued  his  'New  Elements  of  Geometry  with  a 
Complete  Theory  of  Parallels,'  in  which  the  same  axiom 
is  rejected.  And  so  almost  simultaneously  the  new  field 
was  created  by  two  young  men,  one  a  Magyar  and  the 
other  a  Russian,  in  almost  precisely  the  same  manner. 


B 


Fig.  48  — Lobatchewsky's  Parallels. 


If  P  is  a  point  not  on  the  line  AB,  the  lines  on  the  right 
of  p  are  divided  into  two  classes,  those  which  cut  AB  and 
those  which  do  not.  The  line  which  separates  the  two 
classes  is  said  to  be  parallel  to  AB.  On  the  left  of  p 
there  is  also  a  parallel.  Euclid's  axiom  would  say  that 
one  of  these  is  the  prolongation  of  the  other,  but  such  can- 
not be  proved.  Lobatchewsky  began  his  geometry  with 
the  assumption  that  they  are  not  one  and  the  same  line; 
in  other  words,  through  the  point  P  there  are  two  parallels 
to  AB,  one  on  either  side  of  p. 

In  the  figure  PC  and  MB  make  equal  angles  with  PM. 
Several  cases  arise. 

I.  PC  meets  AB  in  the  two  points,  one  on  the  right  of 
PM  and  the  other  on  the  left   (these  points  may 
be  distinct  or  coincident). 
II.  PC  meets  AB  in  one  point,  and 

(a)  there  exists  but  the  one  line  PC,  which  has 
this  property,  or 

(b)  there  exists  on  the  left  of  PM  a  second  line 
having  a  similar  property. 

III.  PC  does  not  meet  AB  on  either  side,  however  far 
produced. 


146  MATHEMATICS 

In  order  to  give  objective  reality  to  these  hypotheses, 
the  geometry  of  a  surface  of  a  sphere  will  be  considered. 
It  will  be  necessary  to  inquire  into  the  meaning  of  straight 
line,  since  obviously  no  line  may  be  drawn  on  a  spherical 
surface  which  has  the  property  of  straightness,  in  the  com- 
mon acceptance  of  the  term.  It  is  not  always  clear  just 
what  property  is  meant  when  the  term  straight  is  used. 
A  very  common  conception  of  straightness  is  that  prop- 
erty by  which  if  a  portion  of  the  line  terminated  by  two 
points  A  and  B  is  placed  on  any  part  of  the  line  so  that 
A  and  B  lie  in  the  line,  then  the  line  is  said  to  be  straight 


if,  when  this  segment  is  rotated,  keeping  A  and  B  in  the 
line,  all  points  between  A  and  B  lie  evenly  in  the  line. 
But  this  is  an  unnecessarily  complicated  statement.  An- 
other conception  which  is  equally  fundamental  and  much 
more  fruitful  is  that  the  straight  line  is  the  minimum  line 
between  the  two  points.  Such  a  line  will  be  called  a  geo- 
desic. It  is  the  line  which  the  navigator  would  naturally 
choose,  other  conditions  being  equal,  when  sailing  between 
two  points  on  the  surface  of  the  earth,  or  if  a  cord  is 
stretched  between  two  points  on  the  surface  of  a  sphere, 
without  friction,  it  will  mark  a  geodesic.  It  is  easily 
shown  that  the  only  geodesic  that  may  be  drawn  on  the 
surface  of  a  sphere  is  cut  out  by  a  plane  passing  through 
the  center  of  the  sphere,  or  the  geodesic  is  a  great  circle* 


GEOMETRY  147 

It  will  be  convenient  to  speak  of  the  spherical  surface  as 
a  sphere  and  the  great  circle  as  a  straight  line  or  geodesic. 
A  geodesic  on  a  sphere  is  determined  by  two  points 
(just  as  the  geodesic  or  straight  line  in  the  plane),  ex- 
cept in  the  special  case  of  the  two  points  being  the  ex- 
tremities of  a  diameter.  The  sum  of  the  angles  of  a  tri- 
angle formed  by  three  geodesies  is  greater  than  two  right 
angles.  The  excess  is  denoted  by  E.  The  area  of  such 
a  triangle  is  proportional  to  E.  In  the  plane  triangle  the 
sum  of  the  angles  is  exactly  equal  to  two  right  angles  and 
its  area  is  entirely  independent  of  the  magnitude  of  the 
angles  or  their  relations  one  with  another.  Two  triangles 
are  equal  on  the  sphere  if  the  three  angles  of  one  are  equal 
respectively  to  the  three  angles  of  the  other.  This  was 
the  case  of  duality  which  broke  down  in  the  plane.  The 
surface  of  the  sphere  is  a  two-dimensional  manifold  of 
points;  in  other  words,  it  has  extension  in  two  ways,  but 
has  no  thickness.  If  such  a  surface  could  be  stripped 
from  the  sphere  it  could  be  folded  and  rolled  up  by  bend- 
ing one  side  inward.  If  such  deformation  be  performed 
without  tearing  or  stretching,  it  is  evident  that  any  theo- 
rem concerning  lines  on  the  surface  would  be  still  valid, 
and  any  figure  could  at  will  be  moved  freely  about  in  the 
surface  without  in  any  way  altering  the  relations  of  the 
various  parts.  Likewise  the  geometry  of  a  portion  of  a 
plane  is  unaltered  if  it  be  rollsd  up  in  the  form  of  a  cylin- 
der, or  cone.  Such  a  property  is  said  to  belong  to  sur- 
faces of  constant  curvature.  If  R  is  the  radius  of  a  cir- 
1  1 

cle,  —  is  called  the  curvature,  since  as  R  increases  — 
R  R 

decreases  and  vice  versa.  If  the  radius  becomes  larger 
the  curvature  becomes  smaller  and  the  surface  flattens  out. 
Through  any  point  of  a  surface  let  all  the  geodesies  be 
drawn,  and  in  the  plane  of  any  geodesic  let  that  circle  be 
drawn  which  most  nearly  conforms  with  the  geodesic  at 
the   point.     The  geodesies  form  a  pencil  and  the  curva- 


148  MATHEMATICS 

ture  of  each  geodesic  is  the  curvature  of  its  particular 
circle.  Now  if  all  the  circles  have  the  same  radius,  and 
this  radius  is  the  same  for  circles  at  any  other  point  of  the 
surface,  it  is  said  to  have  constant  curvature.  This  may 
be  put  analytically.  A  certain  expression  is  taken  involv- 
ing quantities  that  are  known  and  which  is  fully  deter- 
mined when  the  line-element  of  the  surface  is  given.  This 
expression  is  an  invariant  of  the  surface — that  is,  it  is  in- 
dependent of  the  coordinates  used  to  define  a  point.  This 
expression  is  indicated  by  K  and  called  the  Gaussian 
measure  of  curvature.  When  K  is  the  same  for  all  points 
of  a  surface,  the  surface  is  said  to  have  constant  curva- 
ture. 

Suppose  the  radius  of  the  sphere  Rto  increase  indefinitely ; 
1 

— ,  or  the  curvature,  is  positive  and  becomes  indefinitely 
R 

small.  The  surface  flattens  out  and  approaches,  as  a  limit, 
the  plane  with  curvature  O ;  that  is,  the  plane  is  the  limit- 
ing case  of  a  spherical  surface  as  curvature  or 
K    approaches    zero.     Now    allow    K    to    pass    through 

1 
zero    and    become    negative;    since    K  =  —  is    nega- 

R 
tive  the  radius  must  be  negative  or  turned  in  di- 
rection. Formerly  it  was  directed  inward,  and  for  the 
moment  it  will  be  convenient  to  think  of  it  as  projecting 
outward  from  the  surface.  As  K  passes  through  O  it  is 
very  small  and  R  is  very  great  but  negative,  or  the  sur- 
face first  flattened  into  a  plaae  and  very  slowly  curves 
the  other  way,  givng  a  saddle-shaped  surface.  A  surface 
of  this  nature  which  has  constant  curvature  is  generated 
by  the  revolution  of  the  tractrix  about  the  axis  to  which 
it  is  asymptotic.  The  tractrix  is  a  curve  such  that  the  tan- 
gent PT  is  always  a  constant.  This  curve  is  the  projec- 
tion on  a  plane  of  one  of  the  curves  of  a  skew  arch.  If 
this  curve  be  revolved  about  the  axis  OX,  it  will  give  a 


GEOMETRY 


149 


saddle-shaped  surface  called  the  pseudosphere.  On  this 
pseudosphere  a  triangle  has  the  appearance  of  Fig.  50  and 
the  sum  of  the  angles  is  less  than  two  right  angles.    This 


Fig.  49  — Curve  of  Equal  Tangents. 

deficiency  is  denoted  by  D  and  is  proportional  to  the  area 
of  the  triangle. 

Going  back  to  the  hypotheses,  it  is  seen  that  the  spherical 
surface  meets  the  conditions  of  I.    Through  a  given  point 


& 


Fig.  50  — Pseudo-Spherical  Triangle. 

P  outside  a  line,  no  line  can  be  drawn  which  does  not  in- 
tersect the  given  line  in  two  distinct  points. 


150 


MATHEMATICS 


The  geometry  of  such  a  surface  (of  positive  curvature) 
is  called  Riemannian  or  Gaussian. 

The  plane  satisfies  hypothesis  III  if  it  be  assumed  that 
no  other  such  line  may  be  drawn.  The  geometry  of  the 
plane  is  termed  Euclidean,  and  lib  is  true  on  the  pseudo- 
sphere.  Through  a  point  outside  a  given  line  two  parallels 
to  the  line  may  be  drawn.  The  appearance  of  the  parallels 
is  indicated  by  the  figure.  The  geometry  of  a  surface  of 
constant  negative  curvature  is  called  Lobatschewskian. 


f\ 


Fig.   51  — Parallels 


Pseudo-Spherical  Surface. 


33 


The  curvature  of  a  point  (regarded  as  a  sphere  of  zero 
radius)  is  infinite.  Starting  with  a  point,  let  the  radius 
increase  and  curvature  decrease.  As  the  curvature  runs 
continuously  through  the  values  from  -f-  00  down  to  zero 
the  surface  has  a  Riemannian  geometry  of  no  parallels. 
When  curvature  passes  through  zero,  for  an  instant  the 
surface  is  a  plane  with  the  property  of  one  parallel,  the 
curvature  becoming  negative.  The  Lobatschewskian  geom- 
etry applies  and  there  are  two  parallels.  Continuing  the 
curvature  becomes  larger  and  larger  negatively,  with  ra- 
dius becoming  smaller  until  finally  the  surface  closes  up 
again  into  a  point  and  the  complete  course  has  been  run. 
Paralleling  the  case  with  the  conic  section,  the  parabola 
was  seen  to  be  the  boundary  between  the  ellipse  and  the 


GEOMETRY  151 

hyperbola.  So  the  Riemannian  geometry  is  said  to  be 
elliptic,  the  plane  parabolic  and  the  pseudosphere  hyper- 
bolic; these  terms  come,  however,  from  a  different  prop- 
erty of  the  spaces. 

It  is  a  curious  fact  that  in  the  simple  Riemannian  plane 
the  straight  line  cuts  through  the  plane  without  cutting 
it  in  two.  This  cut  cannot  well  be  pictured,  but  an  idea 
of  its  meaning  may  be  got  by  thinking  of  the  surface  of  a 
ring  with  a  cut  extending  around  the  outside  of  it. 

In  Lobatchevskian  space  the  unit  of  measure  is  a  con- 
tinuously decreasing  length,  while  in  Riemannian  space  it 
is  continuously  increasing. 

Riemann,  in  his  celebrated  paper  on  The  Hypotheses 
which  Lie  at  the  Basis  of  Geometry/  first  advanced  the 
theory  that  space  might  be  unbounded  without  being  in- 
finite, in  these  words :  In  the  extension  of  space-construc- 
tion to  the  infinitely  great,  one  must  distinguish  between 
unboundedness  and  infinite  extent.  That  space  is  an  un- 
bounded three-fold  manifoldness  is  an  assumption  which 
is  developed  by  every  conception  of  the  outer  world.  The 
unboundedness  of  space  possesses  a  greater  empirical  cer- 
tainty than  any  external  appearance.  But  its  infinite  ex- 
tent by  no  means  follows.  On  the  other  hand,  if  we  as- 
sume independence  of  bodies  from  position,  and  there- 
fore ascribe  to  space  constant  curvature,  it  must  neces- 
sarily be  finite,  provided  this  curvature  has  ever  so  small 
a  positive  value.  If  we  prolong  all  the  geodesies  from 
one  point  in  a  surface  of  constant  curvature,  this  surface 
would  take  the  form  of  a  sphere. 

The  question  as  to  whether  the  space  of  experience  is 
Euclidean,  Lobatchevskian  or  Riemannian  is  one  which 
can  never  be  determined.  Are  there  two  parallels,  one  or 
none?  could  only  be  settled  in  one  of  two  ways,  by  reason 
or  by  measurement.  A  better  form  for  the  question  is  as 
to  whether  the  sum  of  the  angles  of  a  triangle  is  less  than, 
equal  to,  or  greater  than  two  right  angles.  As  to  reason, 
the  geometry  of  one  hypothesis  is  just  as   consistent  as 


152  MATHEMATICS 

that  of  another.  As  to  measurement,  it  is  conceivable 
that  an  error  in  the  measurement  of  the  three  angles  of  a 
triangle  which  may  be  drawn  on  this  page  would  not  show 
an  error  which  would  easily  be  detected  if  the  triangle 
were  drawn  with  sides  10  miles  in  length. 

The  largest  triangles  ever  possible  to  measure  have  as 
a  side  the  diameter  of  the  earth's  orbit,  the  opposite  vertex 
being  a  celestial  body.  That  no  deviation  from  two  right 
angles  in  the  sum  for  this  triangle  is  found  is  no  evidence 
that  if  it  were  a  million  times  as  great  the  deviation 
would  not  be  appreciable.  The  most  that  can  be  said  is 
that  if  space  is  curved,  the  curvature  is  slight. 

The  study  of  non-Euclidean  spaces  enables  one  better 
to  appreciate  the  insight  of  the  old  Greek  geometer  who 
2,000  years  ago  realized  that  the  proof  of  his  fifth  postu- 
late was  beyond  his  powers. 

All  measurement  in  mathematics  is  concerned  either 
with  that  of  lines  or  of  angles.  Euclid  developed  a  com- 
plete theory  of  measurement  of  lines,  but  aside  from  the 
right  angle  and  several  of  its  exact  divisors — as  ^  of  a 
right  angle,  etc. — the  only  relations  which  he  determined 
were  those  of  greater  and  less;  thus,  if  the  sides  of  a 
triangle  are  3,  4,  5,  it  is  known  by  geometry  that  the  angle 
opposite  the  side  5  is  a  right  angle,  and  further  that  the 
angle  opposite  the  side  4  is  greater  than  that  opposite  3, 
but  exactly  how  much  Euclid  gives  us  no  means  of  de- 
termining. 


CHAPTER  V 


TRIGONOMETRY 


Trigonometry  is  the  science  of  the  triangle  with  ref- 
erence to  the  particular  problem  of  finding  the  value  of 
the  unknown  parts  when  three  independent  parts  are 
given,  as  finding  the  angles  when  the  three  sides  are 
given,  etc.  In  a  right  triangle,  ABC,  lettered  as  in 
Fig.  49,  six  ratios  are  involved,  which  remain  the  same 
so  long  as  the  angles  are  not  changed,  the  size  of  the 
triangle  changing  at  will  but  preserving  its  shape.  These 
six  ratios  are  functions  of  the  angles ;  that  is,  they  depend 
for  their  value  upon  the  values  of  the  angles.  They  are 
named  in  the  table  below,  with  the  abbreviations  usually 
assigned  to  them  given  last. 


—  =  sine  A  =  sin  A  —  =  cos  B 
c  c 

b  b 

—  =  cosine  A  =  cos  A  —  =  sin  B 


—  =  tangent  A  =  tan  A  =  tg  A  —  =  cot  B 
b  b 

b  b 

—  =  cotangent  A  =  cot  A  —  ctn  A  —  =  tan  B 
a  a 

i53 


154  MATHEMATICS 

c  c 

—  =  secant  A  =  sec  A  —  =  esc  B 

b  b 

c  c 

- —  =  cosecant  A  =  cs  A  —  =  sec  B 

a  a 

In  the  first  column  the  functions  are  arranged  in  pairs, 

the  second  of  the  pair  having  its  name  from  the  first,  with 
the  prefix  co.    The  origin  of  this  prefix  is  from  the  rela- 


HB 


Fig.  52  — Ratios  of  a  Triangle. 

tion  which  exists  between  A  and  B,  the  sum  of  which 
is  1  right  angle.  It  therefore  takes  B  to  fill  a  right  angle 
together  with  A,  or  B  is  said  to  be  the  complement  of 
A  or  co-A.    Looking  at  the  second  column,  one  sees  that 

b 
the  ratio  —  is  the  sin  B  or  sin  of  co-A  or  cosine  A. 

c 
These  six  ratios  were  originally  used  in  connection  with 
a  right  triangle  alone.    When  it  became  desirable  to  con- 
sider angles  greater  than  1  right  angle,  such  angles  not 
being  found  in  a  right  triangle,  the  definitions  for  sine, 


TRIGONOMETRY 


155 


cosine,  etc.,  were  so  framed  as  to  apply  to  any  angle,  posi- 
tive or  negative.  This  was  done  by  means  of  a  line  rep- 
resentation. A  circle  of  radius  unity  is  chosen,  and  di- 
vided into  4  quadrants  by  means  of  a  horizontal  and  a 
vertical  line  through  the  center.  It  is  agreed  that  the 
angle  shall  begin  at  OA,  and  shall  be  considered  positive 


if  it  extends  in  a  counter  clockwise  direction;  directions 
of  other  lines  are  given  by  the  arrows  on  the  two  axes. 
Take  a  point  P  on  the  terminal  side  of  the  angle  and  on 
the  circumference  of  the  circle;  since  the  angle  may  be 
of  any  magnitude,  the  point  P  may  be  in  any  one  of  the 
4  arcs  AB,  BA',A'B',  or  BA.    The  construction  here  given 


156  MATHEMATICS 

applies  to  any  position  of  P.  It  will  be  supposed  that 
P  is  in  the  arc  AB,  and  the  relations  between  the  new 
and  old  definitions  of  the  functions  will  be  apparent. 
Draw  OP,  which  will  be  directed  outward  from  O.  Drop 
a  perpendicular  from  P  to  OA,  calling  the  foot  of  the  per- 
pendicular M ;  then  PM/OP  =  sin  AOP,  where  the  vertex 
of  the  angle  is  O,  and  OM/OP  =  cos  AOP;  but  the 
circle  was  a  unit  circle,  and  OP=i;  whence  MP  =  sin 
AOP  and  OM  =  cos  AOP.  From  A  erect  a  perpendicu- 
lar cutting  OP  produced  in  T.  Then  AT/OA  =  tan 
AOP  =  AT,  sec  AOP  =  OT.  From  B  draw  a  parallel 
to  OA  cutting  OP  produced  at  S.  BS  =  cot  AOP  and 
OS  =  esc  AOP. 

If  OP,  beginning  at  OA,  swings  through  a  complete 
revolution  about  O,  all  angles  from  O  to  4  right  angles 
will  be  passed  through. 

There  are  two  units  employed  in  measuring  angles: 
the  degree,  with  its  subdivisions  minute  and  second,  and 
the  radian.  The  degree  is  V^o  of  a  complete  circumfer- 
ence, due  to  the  Babylonian  year,  which  was  made  up  of 
360  days.  The  degree,  symbolized  by  °,  is  divided  into  60 
equal  parts,  each  called  a  minute  (indicated  by  a  single 
prime, '),  another  Babylonian  division;  the  minute  is  again 
divided  by  60,  giving  the  second,  ",  The  unit  of  radian 
measure  is  the  angle  which  cuts  off  an  arc  equal  to  the 
radius  of  the  circle.  It  is  nearly  57.3  degrees.  Since 
27rr  =  circumference,  4  right  angles  =  ^n  radians,  or 

27rr,  oo°  =  — ,  1800  =  n\  2700  =  ^~     The  number  of  radians 

2  2 

is  given  by  arc/radius. 

In  the  figure  of  the  line  functions,  if  P  returns,  by  mak- 
ing a  complete  revolution,  or  2?rr,  to  A,  and  continues 
turning  in  the  same  direction,  an  angle  is  formed  which  is 
greater  than  27rr',  but  the  functions  of  this  angle  are  ex- 
actly those  of  the  angle  formed  during  the  first  revolution. 
This  property  of  again  passing  through  the  same  values 
with  every  complete  turning  is  called  periodicity.     The 


TRIGONOMETRY 


157 


periodicity  of  the  six  trigonometrical  functions  is  well 
exhibited  by  a  diagram  in  which  distance  along  the  hori- 
zontal line  represents  the  magnitude  of  the  angle  meas- 
ured  in  radians,  and  the  perpendicular  to  this  line  at  any 
point  is  the  value  of  the  function  for  the  angle  indicated 
by  the  point. 


y  -  sin  x 

Fig.  53  — Curve  of  Lines. 


X 


+1 


37T 


H 


2?FX 


y  =  cos  x 

Fig.  54  — Curve  of  Cosines. 

The  simplest  relation  is  that  between  the  sine  and  cosine 
of  an  angle,  which  comes  directly  from  the  Pythagorean 
theorem,  sin2  A  +  cos2  A  =  1.    One  of  the  most  impor- 


158  MATHEMATICS 

tant  properties  of  these  functions  is  that  they  have  an 
addition  law;  that  is,  if  two  angles  are  added,  the  sine 
of  the  sum  is  not  the  sum  of  the  sines  of  the  two  angles, 
but  it  may  be  expressed  through  functions  of  the  angles. 
This  is  the  most  fruitful  property.  The  addition  theorem 
for  sine  and  cosine  follow  where  A  and  B  are  any  two 
angles : 


Fig-  55  — Curve  of  Secants. 

sin  (A  +  B)  =  sin  A  cos  B  +  cos  A  sin  B 
cos  (A  +  B)  =  cos  A  cos  B  —  sin  A  sin  B 
In  the  practical  application  to  the  solving  of  triangles 
three  laws  are  used,  which  may  be  expressed  by  formula : 


Law  of  sines: 


sin  A 


sin  B 


Law  of  cosines :  c2  =  a2  -f-  b2  —  2  ab  cos  A 
which  is  the  law  spoken  of  as  summing  up  in  one  state- 


TRIGONOMETRY 


159 


merit  the  Pythagorean  theorem,  with  the  acute  and  obtuse 
cases. 

a  +  b        tan  ^   (A  +  B) 
Law  of  tangents:  =  


tan 


(A-  B) 


Tables  have  been  constructed  by  which  the  function  of 
any  angle,  and  conversely  the  angle  of  any  function,  may 
be  obtained  as  accurately  as  the  needs  of  science  demand. 


y -sec  x 
Fig.  56  — a.,  Nailer's  Rules  ;  b.,  Polar  Triangles. 

Spherical  trigonometry  is  the  science  applied  to  a  tri- 
angle on  the  surface  of  a  sphere.  The  sides  are  now  also 
expressed  in  angular  measure.  In  the  solution  of  the  right 
triangle  a  mnemonic  device,  found  by  Napier,  the  inventor 
of  logarithms,  eliminates  the  necessity  of  committing  to 
memory  the  relations  of  the  functions.  In  the  figure,  C 
is  a  right  angle,  and  before  the  parts  A,  c,  B  are  written 
co-,  which  means  that  in  the  lines  which  follow  that  the 


i6o 


MATHEMATICS 


complement  of  each  part  is  to  be  taken  rather  than  the 
part. 

Napier's  Rules  of  circular  parts :  Sin  of  middle  part  is 
equal  to  the  product  of  the  cosines  of  the  opposite  parts, 
or  equal  to  the  product  of  the  tangents  of  the  adjacent 
parts. 

It  is  seen  that  omitting  the  right  angle  C,  which  is 
indicated  by  putting  the  C  within  the  triangle,  that  there 
are  five  remaining  parts ;  now  choosing  a  part,  and  calling 
it  a  middle  part,  as  a,  there  are  two  parts,  b,  co-B,  adja- 


Section  of  a  Model  of  a  Cubic  Surface.     (Blythe.) 


cent  to  a,  and  two  parts,  co-A,  co-c,  which  are  opposite 
to  a.    Apply  the  Rules  above. 

sin  a  =  cos  co-A  •  cos  co-c 

=  sin  A  sin  c 
sin  a  =  tan  b  •  tan  co-B 
=  tan  b  cot  B 
In  this  way  the  ten  necessary  relations  in  the  right  triangle 
may  be  written  at  will. 

There  is  a  very  interesting  relation  in  spherical  geom- 
etry concerning  what  are  called  polar  triangles.  If  the 
angular  points  A,  B,  C  of  a  triangle  are  used  as  centers, 
and  the  arc  of  I  right  angle  is  used  as  a  radius,  striking 
3  arcs  which  form  a  triangle,  this  triangle,  indicated  by 


TRIGONOMETRY  161 

A'B'C,  is  called  the  polar  triangle  of  ABC.  The  rela- 
tion is  reciprocal :  ABC  is  polar  of  A'B'C.  The  property 
which  is  to  be  noted  is,  that  a  side  of  a  triangle  (or  angle) 
is  the  supplement  of  the  opposite  angle  (or  side)  of  the 
polar  triangle. 

A  +   a'  =  1800 
a  +  A'  =  1800 

The  law  of  cosines  in  spherical  trigonometry  is  the 
most  general  case  of  the  universal  law  which  is  expressed 
in  its  simplest  form  by  the  Pythagorean  Theorem : 

cos  c  =  cos  a  cos  b  -f-  sin  a  sin  b  cos  C 
If  the  radius  of  the  sphere  is  allowed  to  become  great 
without  limit — that  is,  the  spherical  surface  flattens  out 
and  approaches  a  plane,   in  the  limit — this   formula  be- 
comes the  Law  of  Cosines  in  plane  trigonometry : 

c2  =  a2  +  b2  —  2  ab  cos  C 
If,  now,  the  angle  C  becomes  a  right  angle,  the  formula 
reduces  to 

c2  =  a2  +  b2 
or  the  Pythagorean  Theorem. 

In  the  figure  used  in  the  definition  of  the  trigometric 
functions  by  lines  each  function  belonged  to  the  angle 
AOP.  Since  the  arc  AP  has  the  same  measure  as  the 
angle,  and  the  sector  AOP — i.e.,  the  portion  of  the  circle 
bounded  by  the  two  radii  and  the  arc — is  measured  by  the 
arc  AP,  it  is  convenient  to  say  that  the  six  ratios  are 
functions  of  the  sector  as  well  as  of  the  angle. 

The  circle  was  seen  to  be  a  particular  case,  with  a  fixed 
form  or  shape  of  the  ellipse,  which  varied  as  the  cone  was 
turned.  The  hyperbola  varies  in  shape  also  with  the  turn- 
ing; there  is  a  position  of  the  cone  which  gives  a  form 
of  the  hyperbola  analogous  to  the  circle.  This  form  is 
called  the  equilateral  hyperbola.  Its  most  familiar  use 
is  in  representing  the  relation  between  the  pressure  and 
volume  of  a  gas,  which  is  expressed  by  pv  =  a  constant. 

A  set  of  functions  belonging  to  the  equilateral  hyperbola 
has  been  devised  which  is  distinguished  from  the  set  per- 


1 62 


MATHEMATICS 


taining  to  the  circle  by  calling  the  first  set  circular  func- 
tions and  the  second  hyperbolic  functions.  In  the  figure, 
the  sector  of  the  hyperbola  bounded  by  OA,  OP  and  the 
arc  OP  will  be  denoted  by  u.    From  the  foot  of  the  per- 


pendicular MP,  MT  is  drawn  tangent  to  the  circle.  The 
sector  of  the  circle  AOT  will  be  called  v.  The  hyperbolic 
functions  of  the  sector  AOP  will  be  denoted  by  sinh  u, 
cosh  u,  etc.  v  is  said  to  be  the  gudermanian  of  u,  or 
v  =  gd  u.  Some  of  the  relations  existing  between  the 
functions  of  u  and  v  are: 

cosh  u  =  sec  v; 

sinh  u  =  tan  v; 

tanh  u  =  sin  v,  etc. 

The  discussion  just  given  is  of  but  a  special  case  of 
these  functions.  The  name  hyperbolic  was  not  originally 
given  on  account  of  the  properties  here  stated. 

One  would  expect  that  the  term  Elliptic  function  would 
be  used  for  some  similar  relation  in  connection  with  the 
ellipse,  but  such  is  not  the  case.  The  desirable  use  of 
the  word  would  be  to  denote  the  more  general  case  of  the 
circular   functions.     The  term  arose  in   connection  with 


TRIGONOMETRY  163 

some  expressions  which  appeared  in  the  early  attempts 
to  rectify  or  measure  an  arc  of  the  ellipse.  They  may, 
however,  be  regarded  as  an  extension  or  branch  of  trig- 
onometry, since  they  have  two  properties,  analogous  to  two 
properties  of  trigonometric  functions,  namely :  they  admit 
of  an  addition  theorem  and  periodicity. 

The  trigonometrical  functions  are  simply  periodic.  In 
the  sine  curve  let  the  angle  be  taken  300.  The  value  of 
the  sine  for  300  is  indicated  by  the  perpendicular  line  MP. 
If  a  point  Q  be  taken  2,-it  units  from  M,  the  sine  line  QN 
will  be  the  same  as  MP;  Apt  will  give  the  same  sine.  These 
points  of  periodicity  are  points  of  a  line.     The  elliptic 


functions  are  doubly  periodic.    It  requires  the  entire  plane 
to  indicate  the  values  of  the  independent  variable. 

Rudiments  of  trigonometry  are  found  in  the  Ahmes 
papyrus,  where  the  dimensions  of  square  pyramids  are 
to  be  found.  In  these  computations  appears  a  word, 
'sept/  which  has  a  value  of  about  .75.  This  is  the  cosine 
of  41  °  24'  34",  which  is  very  nearly  the  slope  of  the  edges 
of  the  existing  pyramids.  In  Ptolemy's  13  books  of  the 
Great  Collection,  or  the  Almagest,  spherical  trigonometry 
is  developed  and  applied  to  astronomy.  The  names  "min- 
ute" and  "second"  are  from  the  Almagest.  Half  chords 
were  first  brought  into  favor  by  Al  Battain,  an  Arab  prince 
(c.  850-929),  in  whose  work  first  appears  the  Law  of 
Cosines  for  the  spherical  triangle.  The  greater  part  of 
the  plan  used  in  the  trigonometry  of  to-day  is  the  work 
of  Regiomontanus  or  Johannes  Miiller  (1436-1476). 


CHAPTER  VI 


ANALYTIC    GEOMETRY 


The  final  union  of  algebra  and  geometry  by  means  of 
the  analytic  geometry  is  usually  attributed  to  Des  Cartes. 
Algebra  has  been  used  at  various  times  in  connection  with 
geometry  by  Apollonius  and  Vieta  in  particular,  but  in 
their  works  the  idea  of  motion  is  wanting.  Des  Cartes, 
by  introducing  variables  and  constants,  was  enabled  to 
represent  curves  by  algebraic  equations.  A  point  in  a 
plane  is  determined  by  its  distances  from  two  intersecting 
lines,  which,  for  convenience,  may  be  taken  as  perpen- 
dicular to  each  other.  By  allowing  these  two  distances 
to  vary,  the  point  moves  and  generates  a  curve.  By  ex- 
pressing the  relation  between  these  two  variable  distances 
in  the  form  of  an  equation,  the  curve  becomes  subject  to 
investigation  following  the  laws  of  algebra.  This  Is  the 
great  contribution  by  Des  Cartes,  and  by  it  "the  entire 
conic  sections  of  Apollonius  is  wrapped  up  and  contained 
in  a  single  equation  of  the  second  degree."     (Cajori.) 

The  plotting  of  an  equation  of  the  first  degree  which 
results  in  a  straight  line  was  spoken  of  in  connection  with 
algebra,  as  was  also  an  equation  of  the  second  degree. 
The  general  equation  of  the  second  degree  is  written  in 
the  form 

Ax2  +  Bxy  +  Cy2  +  Dx  +  Ey  +  F  =  o. 
Two  processes  are  applied  to  change  the  form  of  an  equa- 
tion, which  evidently  depends  upon  the  axes  chosen.     One 
of  these  is  to  translate  (or  move  parallel  to  themselves) 
164 


ANALYTIC  GEOMETRY  165 

the  axes,  and  the  other  is  to  rotate  them  about  the  point 
of  intersection,  which  is  called  the  origin.  If  the  general 
constants,  A,  B,  C,  D,  E,  F,  are  such  that  the  equation 
can  be  reduced  by  one  or  both  of  these  operations  to  the 
form  b2x2  +  a2y2  =  a2b2,  the  curve  is  an  ellipse ;  if  to  the 
form  x2  -f-  y2  =  r2,  the  circle,  b2x2  —  a2y2  =  a2b2,  is  the 
equation  of  the  hyperbola,  and  y2  =  2  px  is  the  parabola. 
If  the  left  member  of  the  equation  can  be  factored,  it  is 
a  degenerate  conic.  The  equation  of  the  third  degree 
gives  a  curve  which  is  called  the  cubic.  Newton  gave  a 
classification  of  the  cubic  curves,  the  general  form  of 
which  is  a  closed  loop  and  an  open  branch.  The  curves 
of  higher  degree  comprise  some  of  the  historic  curves. 

In  addition  to  the  algebraic  curves  there  is  a  great 
class  of  curves  called  transcendentals.  To  this  class  be- 
long the  curves  of  the  trigonometric  functions  given  in 
p.  157.  The  most  famous  of  the  transcendentals  is  the 
cycloid,  the  path  of  a  point  on  the  rim  of  a  carriage 
wheel  as  the  wheel  rolls  on  the  ground.  If  the  wheel 
rolls  on  the  circumference  of  a  circle,  instead  of  on  a 
line,  the  curve  generated  is  called  an  epicyloid,  and  is 
one  of  the  curves  used  in  laying  out  gear  wheels. 

Some  idea  of  the  number  of  curves  that  have  been 
investigated  may  be  gathered  from  the  fact  that  an  Italian 
writer  listed  these  curves,  with  a  short  description  of  each, 
filling  a  large  book  of  about  700  pages. 

The  method  of  Des  Cartes  is  easily  carried  to  three 
variables.  An  equation  of  this  fofm  might  be  z  ==  f  (xy). 
The  plane  determined  by  the  two  perpendicular  lines  OY 
and  OX  is  the  old  XY  plane;  perpendicular  to  it  the  new 
Z-axis,  OZ.  Since  x  and  y  are  independent  of  each  other, 
any  value,  as  OM,  may  be  laid  off  for  x  on  the  X-axis; 
perpendicular  to  this  axis  a  value  of  y,  say  MN,  is  plotted. 
Putting  these  values  in  the  equation,  z  is  determined, 
which  is  laid  off  at  right  angles  to  the  plane  XOY,  or 
NP;   that  is,  P  is  one  point  of  the  surface  represented  by 


i66 


MATHEMATICS 


the  equation.    If  a  corresponding  point  is  found  for  every 
point  in  the  XY  plane,  the  entire  surface  will  be  plotted. 

An  equation  of  the  second  degree  in  three  variables,  x, 
y,  and  z,  represents  one  of  what  are  called  quadric  sur- 
faces.   Such  surfaces  are  of  two  classes;  on  a  surface  of 


the  first  class,  such  as  the  ellipsoid,  no  straight  lines  may 
be  drawn  and  the  geodesies  are  all  curved  lines.  The 
ellipsoid  is  generated  by  a  variable  ellipse  moving  parallel 
to  itself.  In  the  second  class  of  surfaces,  called  the  ruled 
surfaces,  the  geodesies  are  straight  lines.  The  hyperbo- 
loid  of  one  sheet  may  be  generated  by  a  line  moving 
parallel  to  itself  while  constantly  touching  two  circles  in 


ANALYTIC  GEOMETRY 


167 


parallel  planes,  the  planes  being  oblique  to  the  moving  line- 
Such  a  surface  has  two  sets  of  line  generators,  one  set 
inclined  to  the  right,  and  the  other  to  the  left. 

The  cubic  surface,  or  surface  of  the  third  degree,  con- 
tains 27  straight  lines,  a  fact  discovered  by  Dr.  Cayley  in 
1849.  In  tne  drawing  of  the  section  of  one  of  these  sur- 
faces some  of  these  lines  are  seen.  The  blackened  por- 
tion indicates  where  the  solid  model  is  cut,  only  a  part  of 
the  surface  being  shown. 


The  principal  advances  in  analytic  geometry  have  been 
along  three  lines : 

1.  Changes  in  the  system  of  coordinates. 

2.  Changes  in  the  element  used. 

3.  The  introduction  of  the  imaginary  element. 

In  1857  President  Hill,  of  Harvard,  gave  a  list  of  22 
systems  of  coordinates  then  in  use,  and  since  that  time 
many  more  have  been  added.  One  of  the  most  useful 
systems  is  known  by  the  term  polar  coordinates,  in  which 
a  point  P  is  located  by  the  distance  r  =  OP  from  the 
origin  and  the  angle  0  between  OP  and  the  initial  line 
through  O. 

This  system  greatly  simplifies  some  of  the  equations  o£ 


1 68  MATHEMATICS 

the  Cartesian  system;  for  example,  r  =  a  constant  is 
the  equation  of  a  circle  in  polar  coordinates.  The  general 
equation  of  the  straight  line  in  Cartesian  coordinates  is 
Ax  -f-  By  +  C  =  o.  This  equation  is  seen  to  lack  homo- 
geneity, or  likeness,  two  of  the  terms  containing  variables 
and  the  third  term  being  a  constant.  This  unlikeness  is 
removed  if,  in  place  of  choosing  as  determining  coordi- 
nates the  distances  from  two  intersecting  lines,  three  lines 
are  taken  which  intersect  in  pairs;  that  is,  do  not  pass 
through  the  same  point.  Instead  of  using  the  three  dis- 
tances the  three  ratios  of  these  distances  are  taken  as  the 
trilinear  coordinates  of  a  point. 

.P 


In  Euclid's  choice  of  elements,  the  primary  element  is 
the  point,  with  the  circle  and  line  as  secondary,  each  of 
these  being  an  aggregate  of  points.  A  point  in  motion 
generates  a  line  or  curve;  the  curve  in  motion,  not  along 
itself,  generates  a  surface,  which  if  moved  outside  of  itself 
gives  a  solid.  And  the  whole  geometry  is  a  point  geom- 
etry, made  up  problems  in  which  a  certain  point  is  to  be 
found,  the  intersection  of  two  lines,  a  line  and  a  circle, 
or  of  two  circles. 

Looking  at  these  elements  from  another  viewpoint, 
they  are  but  the  circle  which  Euclid  could  draw  and  its 
two  limiting  cases,  as  the  radius  becomes  indefinitely  small, 
and  becomes  indefinitely  great.  The  latter  Euclid  could 
not  draw,  whence  he  assumes  straight-edge  as  one  of  his 
instruments.     The   symmetry   of  the   three   suggests   that 


ANALYTIC  GEOMETRY  169 

the  line  might  just  as  well  be  taken  as  the  point.  A  line 
is  made  up  of  an  infinite  number  of  points  arranged  in  a 
certain  way,  and  a  point  is  made  up  of  an  infinite  number 
of  lines  arranged  in  a  definite  manner. 

A  theorem  which  is  thought  of  as  a  relation  between 
points,  it  is  evident,  may  be  by  simply  interchanging  the 
words  'point'  and  'line'  becomes  the  expression  of  a  rela- 
tion between  lines.  This  principle  of  Duality  was  first 
worked  out  in  its  entirety  by  Jean  Victor  Poncelet,  a 
brilliant  young  French  lieutenant  of  engineers,  who  was 
made  prisoner  in  the  French  retreat  from  Moscow  in 
1812.  Fnding  himself  in  prison,  without  books  or  any 
means  of  enjoyment,  he  occupied  himself  with  investi- 
gations in  geometry,  and  wrote  his  classic  work  on  'The 
Projective  Properties  of  Figures,'  in  which  the  principle 
of  Duality  is  completely  worked  out. 

The  analytical  or  algebraic  investigations  of  geometry 
very  often  result  in  giving  values  which  involve  the  imag- 
inary element  i.  Every  equation  of  the  second  degree 
represents  a  conic,  and  if  two  such  equations  are  solved 
simultaneously  for  the  points  of  intersection,  four  such 
points  result.  If  the  equations  are  those  of  circles,  it 
is  seen  that  two  circles  at  most  intersect  in  two  real 
points.  The  other  solutions  result  in  imaginary  solu- 
tions. The  coordinates  of  these  two  points  are  conjugate 
imaginaries;  one  is  of  the  form  a  +  ib  and  the  other 
of  the  form  a  —  ib.  These  two  points  are  indicated  by 
I  and  J  and  are  called  the  two  circular  points  at  infinity, 
for  it  is  found  that  every  two  circles,  besides  intersecting 
in  two  real  or  two  imaginary  points  in  the  finite  region 
of  the  plane,  also  intersect  in  I  and  J.  Again,  it  requires 
five  points  to  determine  or  pick  out  a  conic  section,  and 
it  is  known  that  three  points  determine  a  circle.  What 
about  the  two  missing  points?  They  are  I  and  J,  which 
lie  on  every  circle  in  the  plane.  In  this  conception,  a 
circle  is  the  aggregate  of  all  of  the  points  in  its  circum- 
ference and  the  two  points  I  and  J. 


170  MATHEMATICS 

If  a  circle  has  its  radius  indefinitely  diminished  it  ap- 
proaches as  a  limit  a  point,  a  degenerate  conic  which  was 
its  center.  The  equation  of  a  circle  with  the  center  at  the 
origin  of  coordinates  is  x2  +  y2  =  r2.  If  r  be  made  zero 
the  equation  is  x2  -f-  y2  =  o,  which  may  be  factored,  giving 
x  =  iy  and  x  =  —  iy.  These  are  the  equations  of  two 
imaginary  lines  called  isotropic  lines,  which  have  some  in- 
teresting properties. 

Through  every  point  of  the  plane  pass  two  isotropic 
lines. 

These  isotropic  lines  make  the  same  angle  with  every 
real  line  through  the  point. 

The  distance  between  any  two  points  on  an  isotropic 
line  is  zero,  from  which  property  they  are  called  minimal 
lines. 

The  isotropic  lines  join  the  real  point  through  which 
they  pass  with  I  and  J  respectively. 

Perpendicularity  between  two  real  lines  through  the 
real  point  is  a  relation  between  the  two  lines  and  the  two 
isotropic  lines  through  the  point. 

The  algebraic  treatment  of  geometry  permits  the  in- 
vestigation of  imaginary  elements  with  exactly  the  same 
rigor  as  that  of  the  real  elements,  and  the  only  distinc- 
tion between  real  and  imaginary  elements  is  not  one  of 
existence  but  of  adaptability  to  the  picturing  processes  of 
the  mind.  The  term  imaginary  originally  implied  non- 
existence, but  the  development  of  algebraic  processes  has 
entirely  swept  away  that  meaning.  The  whole  question 
of  existence  with  the  geometer  is  not  one  of  material  exist- 
ence; points,  lines  and  planes  are  but  creations  of  thought 
without  materiality.  That  which  exists  is  that  which  is 
consistent  in  thought,  coherent  and  non-contradictory. 
A  real  element  is  one  which  may  be  represented,  as  a  line 
by  a  mark  or  string,  a  surface  by  a  sheet  of  paper,  and 
the  imaginary  is  one  of  which  no  such  picture  or  image 
may  be  formed. 

The  disposition   to   seek  decision   upon   matters  which 


PROBABILITY  171 

do  not  come  within  the  domain  of  present  knowl- 
edge, that  intuitive  desire  of  mankind  to  rely  upon  the 
doctrine  of  chance,  seems  to  be  a  universal  trait  with 
humanity.  That  such  an  instinct  should  arise  and  be 
cultivated  in  every  branch  of  the  human  race  is  but  a 
corollary  of  the  fact  that  the  future  is  hidden.  Proba- 
bility is  more  or  less  a  factor  in  the  life  of  every  indi- 
vidual. It  may  be  said  that  in  no  contingency  which 
arises  is  there  more  than  probable  evidence  upon  which  to 
proceed.  Voltaire  puts  the  case  more  strongly.  "All 
life,"  says  he,  "rests  on  probability."  As  a  moral  guide 
it  is  said  that  the  following  theory  was  taught  by  159 
authors  of  the  Church  before  1667:  'If  each  of  two  oppo- 
site opinions  in  matters  of  moral  conduct  be  supported  by 
a  solid  probability,  in  which  one  is  admittedly  stronger 
than  the  other,  we  may  follow  our  natural  liberty  of 
choice  by  acting  upon  the  less  probable.' 

This  gaming  instinct  has  left  as  a  heritage  a  number  of 
games  of  great  antiquity,  varying  from  those  in  which 
skill  and  mental  acuteness  is  the  predominant  factor 
down  to  those  in  which  no  element  enters  except  that  of 
pure  chance.  The  best  type  of  the  first  class  is  the  game 
of  chess,  while  perhaps  midway  comes  cards  and  finally 
dice.  Games  akin  to  chess  and  checkers  are  represented 
in  Egyptian  drawings  as  early  as  2000  B.C. 

Professor  Forbes  puts  the  origin  of  chess  "between 
three  and  four  thousand  years  before  the  sixth  century  of 
our  era."  Altho  this  antiquity  is  to  be  doubted,  it  must 
be  considered  as  extremely  old.  The  game  of  chatu- 
ranga  is  said  to  have  been  invented  by  the  wife  of  Ravana, 
King  of  Ceylon,  when  his  capital,  Lanka,  was  besieged 
by  Rama.  That  the  game  was  in  some  way  connected 
with  war  seems  evident.  The  Chinese  name  for  chess 
is  literally  "the  play  of  the  science  of  war."  The  word 
chaturanga  means  the  four  divisions  of  the  army,  ele- 
phants, horses,  chariots  and  foot  soldiers. 

The  intricacies  of  the  game  are  seen  when  it  is  known 


172 


MATHEMATICS 


that  there  are  as  many  as  197,299  ways  of  playing  the  first 
four  moves,  and  nearly  72,000  different  positions  at  the 
end  of  these  moves. 

The  move  of  the  knight  is  one  move  forward  and  one 
diagonally,  and  from  this  has  been  framed  a  famous  prob- 
lem :  So  to  move  the  knight  that  it  occupies  but  once  each 
of  the  64  squares  of  the  board.  This  problem  gives  rise 
to  some  very  odd  geometrical  designs  on  the  board,  if  a 


34 

49 

22 

11 

36 

39 

24 

1 

21 

10 

35 

50 

23 

12 

37 

40 

48 

33 

62 

57 

38 

25 

2 

13 

9 

20 

61 

54 

63 

60 

41 

26 

32 

47 

58 

61 

56 

53 

14 

3 

19 

8 

55 

52 

59 

64 

27 

42 

46 

31 

6 

17 

44 

29 

4 

15 

7 

18 

45 

30 

5 

16 

43 

28 

Fig-  55  — Knight's   Move  in   Magic  Square 


straight  line  is  drawn  between  each  two  successive  posi- 
tions. The  solution  here  given  is  that  of  De  Moivre.  The 
number  of  possible  solutions  has  been  shown  to  be  over 
31,054,144. 

The  origin  of  cards  is  as  uncertain  as  that  of  chess. 
They  appeared  in  Europe  about  1200.  If  one  seeks  to  go 
back  from  this,  one  trail  leads  through  Spain  to  Africa 
and  Egypt,  another  over  the  Caucasus  to  Persia  and 
India,  and  perhaps  another  is  picked  up  in  China.  In 
the  Chinese  dictionary  (1678)  it  is  said  that  cards  were 
invented  in  the  reign  of  Seun-ho,  1120  a.dv  for  the  amuse- 


PROBABILITY  173 

merit  of  his  various  concubines.  Tradition  says  that 
cards  have  existed  in  India  from  time  immemorial  and 
that  they  were  invented  by  the  Brahmans. 


Fig.  56  — Knight's  Tour  on  Single  and  Double  Chess  Boards. 
(Falkener.) 

One  form  of  cards,  the  Tarot  card,  was  brought  into 
Europe   from  the   East  by  gipsies,  who  used  them   for 


174  MATHEMATICS 

divination  purposes.  They  undoubtedly  have  been  con- 
nected with  witchery  from  the  very  beginning. 

A  number  of  famous  problems  have  been  devised  with 
cards.  The  first  to  be  spoken  of  is  Gergonne's,  or  the 
three-pile  problem.  In  this  trick  27  cards  are  dealt  face 
upward  in  three  piles,  dealing  from  the  top  of  the  pack, 
one  card  at  a  time  to  each  pile.  A  spectator  is  requested 
to  note  a  card  and  remember  in  which  pile  it  is.  Taking 
this  pile  between  the  other  two  the  operation  is  repeated, 
and  the  third  time  is  noted  the  middle  card  of  each  pack. 
Ask  now  for  the  pile  and  it  is  the  card  noted  in  this  pile. 
Now  if  the  three  piles  are  taken  up  face  down  in  the  same 
order  and  dealt  from  the  top  it  is  the  fourteenth  card. 
Gergonne  generalized  the  problem  to  a  pack  containing- 
mm  cards. 

The  mouse-trap  is  another  noted  game  with  cards.  A 
set  of  cards  marked  with  consecutive  numbers  from  1  to 
n  are  dealt  in  any  order  face  upward  in  the  form  of  a 
circle.  The  player  begins  with  any  card  and  counts 
round  the  circle.  If  the  kth  card  has  the  number  k  on 
it,  a  hit  is  scored  and  the  player  takes  up  the  card  and 
begins  afresh.  The  player  wins  if  he  takes  up  all  the 
cards.  If  he  counts  up  to  n  without  taking  up  a  card, 
the  cards  win.  In  Tartaglia's  work  occurs  a  similar 
problem :  A  ship,  carrying  as  passengers  fifteen  Turks  and 
fifteen  Christians,  encounters  a  storm;  and  the  pilot  de- 
clares that  in  order  to  save  the  ship  and  crew  one-half 
of  the  passengers  must  be  thrown  into  the  sea.  To  choose 
the  victims,  the  passengers  are  arranged  in  a  circle,  and 
it  is  agreed  to  throw  overboard  every  ninth  man,  reckon- 
ing from  a  certain  point.  In  what  manner  must  they  be 
arranged  that  the  lot  will  fall  exclusively  upon  the  Turks  ? 

The  number  of  combinations  possible  in  various  card 
games  is  enormous.  With  the  whist  deal  this  number  is 
53,644,737,765,488,792,839,237,440,000. 

Dice  and  dolasses  go  back  in  history  at  least  3,000  years. 
Apollo  taught  their  use  to  Hermes.     These   Greek  gods 


PROBABILITY  175 

probably  got  their  knowledge  from  Egypt,  where  dice,  and 
it  is  even  said  loaded  ones,  have  been  found  in  the  tombs. 
Gaming  with  dice  was  common  with  the  Romans,  who 
had  two  forms,  one  like  those  of  the  present  and  the  other 
oblong  and  numbered  on  but  four  sides.  On  these  the 
deuce  and  the  five  were  omitted.  The  convulsion  of  na- 
ture which  overwhelmed  Pompeii  found  a  party  of  gentle- 
men at  the  gaming  table,  and  they  have  been  uncovered 
two  thousand  years  after,  with  the  dice  firmly  clenched  in 
their  fists.  Seneca  brings  the  gambling  Emperor  Claudius 
finally  to  Hades,  where  he  is  compelled  to  play  constantly 
with  a  bottomless  dice-box. 

The  two  theories  of  choice  and  chance  are  very  closely 


Fig-  57  — Roman  Dice. 

bound  up  together.  Choice  is  made  up  of  two  branches, 
those  problems  which  deal  with  arrangements  and  those 
with  combinations  alone.  A  problem  of  the  first  type  is 
to  find  the  number  of  ways  in  which  10  men  may  be 
seated  at  a  round  table.  The  first  man  has  manifestly 
no  choice;  he  may  be  seated  anywhere;  after  he  is  seated 
the  second  man  has  9  choices,  the  third  8  and  so  on  until 
the  tenth  man,  who  has  but  1  choice.  It  is  a  principle 
that  if  a  thing  may  be  done  in  a  ways  and  another  in  b 
ways,  the  two  together  may  be  done  in  a  X  b  ways. 
Therefore  the  10  men  may  be  seated  in9X8X7X6X 
5X4X3  X2X  !  ways,  which  is  denoted  by  9 !  or  9 
factorial.  The  general  expression  for  n  things  taken  r 
at  a  time  is  n  !  /  (n  —  r)  ! 


176  MATHEMATICS 

If  there  is  no  distinction  between  the  objects — that  is, 
the  order  is  immaterial — a  choice  is  called  a  combination; 
as  to  find  in  how  many  ways  a  committee  of  4  men  may 
be  chosen  from  25  men.  The  mode  of  solution  is  to  find 
in  how  many  ways  25  men  may  be  arranged  if  chosen  4 
at  a  time,  and  divide  by  the  number  of  arrangements  pos- 
sible with  the  4  men. 

If  an  event  happens  a  times  and  fails  b  times,  the  prob- 

a 

ability  of  the  event  happening  is  and  the  prob- 

a  +  b 
b  a 

ability  of  it  failing  is .     —  are  the  odds  in  favor  and 

a-fb        b 
b 

—  are  the  odds  against  the  event  happening.  This  may 
a 

be  illustrated  in  finding  the  probability  of  throwing  at 
least  4  with  2  dice.  The  number  of  favorable  cases  is  the 
number  of  cases  in  which  4,  5,  6,  7,  8,  9,  10,  11,  12  may 
be  thrown.  The  number  of  unfavorable  cases  is  the 
number  of  ways  in  which  2  and  3  can  be  thrown.  2 
can  be  thrown  in  one  way  by  throwing  1  and  I.  3 
can  be  thrown  in  two  ways,  2  and  1  and  1  and  2.  The 
number  of  unfavorable  cases  is  3.  The  total  number  of 
cases  is  6  X  ^  or  36.  The  number  of  favorable  cases  is 
then  36  —  3  or  33,  and  the  probability  of  throwing  at  least 

33      11 
4  is  —  or  — . 
36      12 
If  52  cards  be  dealt  to  4  players,  the  probability  that  a 

11 
particular  player  will  hold  4  aces  is  . 

4165 
An    application   of   the   theory   of   probability   may   be 
given  in  determining  the  expectancy  of  a  player  in  the 
ordinary  "crap"  game:  A  and  B  play  with  two  dice,  A 


PROBABILITY  177 

throwing,  and  B  being  the  "banker."  If  A  throws  7  or 
11  he  wins;  if  he  throws  3,  or  2  aces,  or  2  sixes,  B  wins. 
But  if  he  throws  4,  5,  6,  8,  9  or  10  he  continues  throwing 
to  duplicate  his  first  throw,  in  which  event  he  wins;  if 
in  throwing  a  7  comes  up,  B  wins.  To  determine  the 
chances  of  the  two  players. 

2 
The  chance  of  throwing  7  or  n  is  — ;  of  2,  3  or  12  is 

9 
1  2 

— ;  of  4,  5,  6,  8,  9  or  10  is  — .     If  A  throws  4  his  chance 

9  3 

1       2 

of  winning  the  second  throw  is  —  .  — ;  of  the  third  throw  is 
12      3 
T\  of  f  of  [1  -  (J2  +  *)]  or  rL  of  f  of  f. 
A's  chance  of  winning  on  4  is 

I  +  A  of  f  [1  +jt  +  (I)  2 '+  (I)  3  +  •  •  •  1  =  ♦■ 
A's  chance  of  winning  on  5  is 

t  +  toff[i  +  H+  (H)  ■  +  (H) 3  +  ..-]  =  If 

A's  chance  of  winning  on  6  is 

I  +  35<r  of  f  [1  +  ff  +  (If)  2  +  (M)  3  +  ...]  =  If- 
A's  chance  of  winning  on  8,  9  or  10  is  the  same  as  for 
6,  5,  or  4. 

A's  chance  is  then  HI  +  It  +  If)  =  tWs- 
722  763 

B's  chance  is  1  - —  =  . 

1485         1485 

763 

The  odds  in  favor  of  B  are .     (Zerr's  solution.) 

722 
One  very  important  application  of  probability  is  to 
determine  the  probable  error  in  a  number  of  observa- 
tions. In  1805  Legendre  gave  his  Law  of  Least  Squares, 
which  may  be  simply  stated  as  follows :  The  most  prob- 
able value  of  a  measured  quantity  is  that  in  which  the 
sum  of  the  squares  of  the  differences  between  this  quan- 


178  MATHEMATICS 

tity  and  the  observed  values,  provided  they  are  equally 
good,  is   a  minimum. 

Probability  finds  its  greatest  function,  however,  in  de- 
termining the  probable  death-rate  upon  which  are  based 
insurance  premiums.  When  it  is  recalled  that  at  the 
present  time  the  greatest  amount  of  money  that  is  in- 
volved in  any  single  business  is  that  in  insurance,  the 
words  of  Augustus  de  Morgan,  penned  in  1838,  seem  more 
than  prophetic: 

"The  theory  of  insurance,  with  its  kindred  science  of 
annuities,  deserves  the  attention  of  the  academic  bodies. 
Stripped  of  its  technical  terms  and  its  commercial  asso- 
ciations, it  may  be  presented  from  a  point  of  view  which 
will  give  it  strong  moral  claims  to  notice.  Tho  based  on 
self-interest,  yet  it  is  the  most  enlightened  and  benevolent 
form  which  the  projects  of  self-interest  ever  took.  It  is, 
in  fact,  in  a  limited  sense  and  a  practicable  method,  the 
agreement  of  a  community  to  consider  the  goods  of  its 
individual  members  as  common.  It  is  an  agreement  that 
those  whose  fortune  it  shall  be  to  have  more  than  the 
average  success  shall  resign  the  overplus  in  favor  of 
those  who  have  less.  And  tho,  as  yet,  it  has  only  been 
applied  to  the  reparation  of  the  evils  arising  from  storm, 
fire,  premature  death,  disease,  and  old  age,  yet  there  is 
no  placing  a  limit  to  the  extensions  which  its  applica- 
tion might  receive,  if  the  public  were  fully  aware  of  its 
principles  and  of  the  safety  with  which  they  may  be  put 
in  practice." 

The  science  of  probability  had  its  origin  in  a  problem 
proposed  in  1654  to  Blaise  Pascal  by  Chevalier  de  Mere, 
a  professional  gambler.  It  is  now  known  as  the  problem 
of  points.  Two  players  want  each  a  given  number  of 
points  in  order  to  win:  if  they  separate,  how  should  the 
stakes  be  divided?  Pascal's  solution  is  as  follows:  Two 
players  play  a  game  of  3  points  and  each  player  has 
staked  32  pistoles. 

Suppose  that  the  first  player  has  gained  2  points  and 


PROBABILITY  179 

the  second  player  1  point;  they  have  now  to  play  for  a 
point  on  this  condition,  that  if  the  first  player  wins  he 
takes  all  the  money  at  stake,  namely,  64  pistoles,  and  if 
the  second  player  gains  each  player  has  2  points,  so  that 
if  they  leave  off  playing  each  ought  to  take  32  pistoles. 
Thus,  if  the  first  player  gains  64  pistoles  belong  to  him, 
and  if  he  loses  32  pistoles  belong  to  him.  If,  then,  the 
players  do  not  wish  to  play  this  game,  the  first  player 
would  say  to  the  second:  "I  am  certain  of  32  pistoles  if 
I  lose  this  game,  and  as  for  the  32  pistoles,  perhaps  I 
shall  have  them  and  perhaps  you  will  have  them:  the 
chances  are  equal.  Let  us  then  divide  these  pistoles 
equally  and  give  me  also  the  32  pistoles  of  which  I  am 
certain."  Then  the  first  player  would  have  48  pistoles 
and  the  second  16  pistoles. 

Next,  suppose  that  the  first  player  has  gained  two 
points  and  the  second  player  none,  and  that  they  are  about 
to  play  for  a  point;  the  condition  then  is  that  if  the  first 
player  wins  this  point  he  secures  the  game  and  the  64 
pistoles,  and  if  the  second  player  gains  this  point  they  will 
be  in  the  position  just  examined,  in  which  the  first  player 
is  entitled  to  48  pistoles  and  the  second  to  16  pistoles. 
Thus,  if  they  do  not  wish  to  play  the  first  player  would 
say  to  the  second,  "If  I  gain  the  point  I  gain  64  pistoles; 
if  I  lose  I  am  entitled  to  48  pistoles.  Give  me  the  48 
pistoles  of  which  I  am  certain,  and  divide  the  other  16 
equally,  since  our  chances  of  gaining  the  point  are  equal." 
Thus  the  first  player  gets  56  pistoles  and  the  second  8 
pistoles. 

Finally,  suppose  that  the  first  player  has  gained  one 
point  and  the  second  player  none.  If  they  proceed  to 
play  for  a  point  the  condition  is  that  if  the  first  player 
gains  it  the  players  will  be  in  the  position  first  examined, 
in  which  the  first  player  is  entitled  to  56  pistoles;  if  the 
first  player  loses  the  point  each  player  is  then  entitled 
to  32  pistoles.  Thus  if  they  do  not  wish  to  play,  the  first 
player  would  say  to  the  second,  "Give  me  the  ^2  pistoles 


i8o  MATHEMATICS 

of  which  I  am  certain  and  divide  the  remainder  of  the  56 
pistoles  equally — that  is,  divide  24  pistoles  equally."  Thus 
the  first  player  will  have  the  sum  of  32  and  12  pistoles — 
that  is,  44  pistoles — and  consequently  the  second  player  will 
have  20  pistoles. 

Thus  the  science  which  underlies  the  greatest  business 
of  the  twentieth  century  had  its  origin  at  the  gaming 
table.  Pascal  corresponded  with  his  friend  Fermat  re- 
garding the  problem,  and  the  subject  continued  to  be  de- 
veloped to  such  an  extent  that  Professor  Todhunter's 
'History  of  Probability,'  from  which  the  above  problem  is 
taken,  covers  624  pages. 

The  theorem  at  the  base  of  Probability  is  thus  stated 
by  James  Bernoulli :  "If  a  sufficiently  large  number  of 
trials  is  made,  the  ratio  of  the  favorable  to  the  unfavorable 
events  will  not  differ  from  the  ratio  of  their  respective 
probabilities  beyond  a  certain  limit  in  excess  or  defect, 
and  the  probability  of  keeping  within  these  limits,  how- 
ever small,  can  be  made  as  near  certainty  as  we  please  by 
taking  a  sufficiently  large  number  of  trials."  The  in- 
verse problem  of  reasoning  from  known  events  to  prob- 
able causes  is  much  more  complicated.  De  Morgan  thus 
states  the  principle  of  the  inverse  probability:  "When  an 
event  has  happened  and  may  have  happened  in  two  or 
three  different  ways,  that  way  which  is  most  likely  to 
bring  about  the  event  is  most  likely  to  have  been  the 
cause." 

Another  principle,  due  to  Bayes,  is  thus  stated :  Knowing 
the  probability  of  a  compound  event  and  that  of  one  of 
its  components,  we  find  the  probability  of  the  other  by. 
dividing  the  first  by  the  second. 

Michell  more  than  a  century  ago  gave  a  classic  at- 
tempt to  apply  the  inverse  theorem  when  he  strove  to 
find  the  probability  that  there  is  some  cause  for  the  fact 
that  the  stars  are  not  uniformly  distributed  over  the 
heavens. 

The  following  witty  dictum  is  from  Poinsot: 


THE  CALCULUS  i8r 

"After  having  calculated  the  probability  of  an  error, 
it  is  necessary  to  calculate  the  probability  of  an  error  in 
the  calculations." 

One  thus  gets  in  an  endless  regression  by  in  turn  cal- 
culating the  probability  of  the  correctness  of  the  next 
preceding  calculation. 

Poincare  closed  his  lectures  on  the  calculus  of  prob- 
abilities with  this  skeptical  statement:  The  calculus  of 
probabilities  offers  a  contradiction  in  the  terms  itself 
which  serve  to  designate  it,  and  if  I  would  not  fear  to 
recall  here  a  word  too  often  repeated,  I  would  say  that  it 
teaches  us  chiefly  one  thing — i.e.,  to  know  that  we  know 
nothing. 

An  idea  floating  about  in  the  minds  of  mathematicians 
for  centuries,  most  nearly  approached  in  the  method  of 
exhaustions  used  by  Archimedes  and  in  the  method  of 
indivisibles  of  Cavaleri,  pupil  of  Galileo,  was,  by  aid  of 
the  introduction  of  the  notion  of  variable  into  geometry, 
finally  evolved  almost  simultaneously  and  independently 
by  the  two  greatest  mathematicians  of  the  period,  Sir 
Isaac  Newton  and  Gottfried  Wilhelm  Leibnitz,  and  has 
become  the  mighty  engine  of  analysis,  the  first  and  only 
mathematical  subject  to  be  dignified  by  the  article  "The," 
The  Calculus. 

This  subject  is  based  upon  two  fundamental  and  com- 
paratively easily  understood  operations:  the  direct  opera- 
tion, Differentiation,  and  its  inverse,  Integration.  A  few 
preliminary  ideas  are  necessary. 

A  variable  quantity  is  said  to  have  a  limit  when  it  ap- 
proaches a  constant  quantity  in  such  a  way  that  the  dif- 
ference between  the  variable  and  the  constant  quantity 
can  be  made  to  become  and  remain  less  than  any  pre- 
viously assigned  value.  The  constant  quantity  is  called 
the  limit  of  the  variable.  The  condition  is  very  often 
added  that  the  variable  never  actually  reaches  its  limit,  but 
this  is  not  necessary  and  very  much  narrows  the  applica- 
tion of  the  notion.     Starting  with  the  number  i,  add  to 


382  MATHEMATICS 

it  its  one-half,  and  continue  the  process  indefinitely,  each 
time  adding  one-half  of  the  next  preceding  addition,  thus: 

i  +  72  +  y4  +  1/8  +  y1e+  •  .  • 

It  is  evident  that  this  sum  never  reaches  2,  but  may,  by 
proceeding  far  enough,  be  made  to  differ  from  2  by  as 
small  a  number  as  we  please. 

Inscribe  in  a  circle  a  regular  polygon;  take  the  mid- 
point of  each  arc  and  join  it  with  straight  lines  to  the 
two  adjacent  vertices  of  the  polygon.  A  new  polygon  is 
formed  with  double  the  number  of  sides  of  the  original. 
Continuing  indefinitely,  a  polygon  may  be  formed  which 
in  area  and  perimeter  differs  from  the  circle  by  as  little 
as  we  please ;  but  the  circle  is  never  actually  reached. 

A  quantity  which  aproaches  zero  as  a  limit  is  called  an 
infinitesimal.  An  infinitesimal  is  not  necessarily  an  ex- 
ceedingly small  quantity;  the  smallness  is  not  the  im- 
portant matter,  but  the  fact  that  it  can  be  made  small. 

Zeno's  paradox  of  Achilles  and  the  tortoise  rested  upon 
the  consideration  of  infinitesimals.  Achilles  was  a  cer- 
tain distance  behind  the  tortoise  and  attempting  to  over- 
take it.  Zeno  argues  that  he  can  never  do  so,  for,  says 
he,  while  Achilles  travels  half  the  distance  between  them 
the  tortoise  has  traveled  a  certain  distance ;  while  Achilles 
is  traveling  half  the  remaining  distance  the  tortoise  has 
moved  forward,  etc.  If  these  half  distances  were  traveled 
in  finite  intervals  of  time  Zeno's  argument  would  be  cor- 
rect. But  the  intervals  of  time  are  approaching  zero 
as  well  as  the  distances. 

The  differential  calculus  is  based  on  finding  the  limit 
of  the  ratio  of  two  infinitesimals.  Suppose  a  train  travels 
without  stop  from  A  to  B,  a  distance  of  ioo  miles,  in  ioo 
minutes,  and  it  is  required  to  find  its  speed.  One  says  a 
mile  a  minute,  but  the  train  started  from  rest  at  A  and 
comes  to  rest  at  B,  whence  there  are  points  at  which  the 
speed  is  less  than  that  given  and  at  other  points  greater, 
so  that  the  speed  assigned  is  not  the  speed  at  every  point, 
but   what   might   be   called   an    average    speed.     Suppose 


THE  CALCULUS  183 

it  is  required  to  find  the  speed  at  a  particular  point,  C;  one 
would  proceed  in  this  manner:  Measure  a  distance  of  say 
1,000  feet  along  the  track  of  which  C  is  the  middle  point; 
time  the  train  over  this  distance.  The  ratio  of  the  dis- 
tance to  the  time  is  the  speed  or  rate,  but  it  cannot  be  said 
that  this  is  the  rate  at  C;  it  is  an  average  rate  over  the 
1,000  feet.  Take  a  shorter  distance,  say  500  feet ;  the  ratio 
of  this  shorter  distance  to  the  shorter  time  is  more  nearly 
the  rate  at  C  than  the  former.  Continue  this  process,  and 
the  ratio  of  the  distance  to  the  time  as  each  becomes  in- 
definitely small  comes  nearer  and  nearer  to  the  exact  rate 
at  C.  If  the  motion  of  the  train  was  subjected  to  a  law  by 
which  the  limit  of  this  ratio  could  be  found,  that  limit 
would  be  the  rate  at  C.  Differentiation  is  this  process  of 
finding  the  limit  of  the  ratio  of  two  infinitesimals  that  are 
mutually  dependent. 

A  geometric  example  will  be  given. 

It  is  required  to  find  the  direction  in  which  the  point 
moves  which  generates  the  curve  in  the  figure  as  it  passes 
through  the  particular  position,  P.  This  direction  will  be 
along  a  tangent  line,  PR,  since  if  the  point  were  to  con- 
tinue in  the  direction  in  which  it  is  moving  at  P,  it  would 
move  in  a  straight  line  tangent  to  the  curve  at  P.  Take  a 
second  point,  P',  on  the  curve  and  pass  a  line  through  P 
and  P'.  Now  if  P'  moves  along  the  curve  toward  P  this 
line  swings  around  toward  the  limiting  position  PR.  The 
direction  of  PP'  is  fixed  by  the  angle  MPP',  of  which  the 
tangent  is  MP'/PM.  As  P'  approaches  P,  both  MP'  and 
PM  approach  zero,  but  they  have  a  limiting  ratio  which  is 
equal  to  MN/PM,  or  the  tangent  of  the  angle  MPN. 

The  mode  of  applying  this  operation  algebraically  is 
quite  simple.  The  coordinates  of  P  are  given,  say  (xx  yx). 
A  second  point,  P',  is  chosen  with  coordinates  (xx  -J-  h,  yx 
-f-  k)  and  subjected  to  the  condition  that  P'  lies  on  the 
curve.  This  is  done  by  finding  the  relation  of  h  and  k 
by  substituting  xx  -\-  h  and  y1  -j-  k  in  the  equation  of 
the  curve  in  place  of  xx  and  yr     The  limit  of  the  ratio 


184  MATHEMATICS 

of  h  =  PM  and  k  =  MP'  is  then  found  as  h  and  k  ap- 
proach zero. 

In  the  parabola  y2  =  8  x,  find  the  direction  or  slope  of 
the  tangent  at  point  P  whose  coordinates  are  2  and  4. 
Take  P/  (2  +  h,  4  -|-  k),  a  point  on  the  curve.  Since  it 
lies  on  the  curve  these  coordinates  must  satisfy  the  equa- 


tion of  the  curve.     Putting  2  '-f-  h  for  x  and  4  +  k  for  y 
one  has 

(4  '+  k)2  =  8  (2  +  h) 
or  16  +  8    k  '+  k2  =  16  +  8  h 
or  8  k  +  k2  =  8  h 
k  k  8 

Solving  for  —  one  has  —  = .     As  k  and  h  ap- 

h  h         8  +  k 

proach  zero  together  their  ratio  becomes  1,  or  the  tangent 


THE  CALCULUS  185 

of  the  angle  which  the  line  of  direction  makes  with  the 
X-axis  is  1,  from  which  the  angle  may  be  found,  by  con- 
sulting a  table  of  tangents,  to  be  450,  or  the  line  which  is 
tangent  to  the  parabola  at  the  point  (2,  4)  makes  an  angle 
with  the  X-axis  of  450. 

d 

The  sign  of  the  operation  of  differentiation  is  — . 

dx 

The  inverse  operation,  or  integration,  may  be  looked  at 
from  two  viewpoints.  If  one  chooses  to  consider  it  as 
simply  the  inverse  operation,  in  order  to  perform  it  it 
would  only  be  necessary  to  take  cognizance  of  the  steps 
in  the  direct  process  and  reverse  them.  This  would  seem 
to  be  a  very  simple  matter,  but  in  practice  frequently  be- 
comes extremely  diificult  or  impossible.  The  second  phase 
of  integration  is  that  of  a  summation  of  infinitesimals, 
y  =  f  (x)  is  the  equation  of  a  curve;  if  y  is  differentiated 
with  respect  to  x,  the  result  is  a  new  function  of  x,  say 

d  dy 

X.  Then  —  =  y  or  —  =  X,  from  which  dy  =  X  dx.  This 

dx  dx 

X  being  a  function  of  x  if  plotted  gives  a  curve  as  in  the 
figure. 

The  y  of  any  point  of  the  curve  is  found  by  putting  the 
corresponding  value  of  x  in  the  equation  y  =  X  (x),  as 
x  gives  y,  x2  gives  y2,  etc. 

In  dy  =  X  dx,  take  dxx  =  the  interval  (xx  x2)  and  let 
(Xj  x2)  =  (x2  x3)  =  (x3  x4),  etc. 

Then  for  x  =  xv  dyx  =  yt  X  dxi  =  y2  X  (xi  xa)  =  area 
of  rectangle  xt  R. 

For  x  =  x^  dy2  =  y2  X  dx  =  Y*  X  (x2  xs)  =  area  °f 
rectangle  x2  S. 

For  x  =  x3,  dy3  =  y3  X  dx  =  y3  X  (x3  XJ  =  area  of 
rectangle  x3  T. 

Now  if  dx  and  dy  each  be  made  to  approach  zero  and 
the  sum  of  the  dy's  be  taken  to  find  y,  this  sum  will  be 
equal  to  the  sum  of  the  areas  of  these  rectangles,  as  each 


i86 


MATHEMATICS 


rectangle  has  its  base  diminished  toward  zero.  When  this 
occurs  the  small  shaded  triangles  approach  zero  and  the 
sum  of  the  rectangles  approaches  the  area  bounded  by  the 
curve,  the  X-axis,  yi,  and  y*. 

This  is  written  y  =  S   Xdx  =  area  APQB. 

Where  S  means  the  sum  of  all  terms  of  the  form  x, 
«dx  as  dx  approaches  zero. 

If  X  be  placed  equal  to  Y  and  the  curve  plotted  as 


above,  and  also  y  =  f  (x),  the  relations  of  the  two  curves 
is  that  the  ordinate  of  any  point  of  the  second  curve  indi- 
cates the  area  under  the  first  curve  from  a  chosen  point 
on  the  curve  to  the  point  for  which  the  ordinate  is  taken. 

When  integration  is  regarded  as  above  as  a  summation 
the  sign  ^  is  sometimes  used,  altho  it  is  customary  to 
write  the  usual  sign  of  integration  S. 

With  the  invention  of  the  Analytic  Geometry  and  the 
Calculus,  modern  mathematics  begins.  Speaking  of  its 
development  from  the  date  1758,  which  closes  the  period 


THE  CALCULUS  187 

covered  by  the  third  volume  of  Moritz  Cantor's  'Geschichte 
der  Mathematik,'  Professor  Keyser  says :  "That  date,  how- 
ever, but  marks  the  time  when  mathematics,  then  schooled 
for  over  a  hundred  eventful  years  in  the  unfolding  won- 
ders of  Analytic  Geometry  and  the  Calculus  and  rejoic- 
ing in  the  possession  of  these  the  two  most  powerful 
among  instruments  of  human  thought,  had  but  fairly  en- 
tered upon  her  modern  career.  And  so  fruitful  have  been 
the  intervening  years,  so  swift  the  march  along  the  myriad 
tracks  of  modern  analysis  and  geometry,  so  abounding  and 
bold  and  fertile  withal  has  been  the  creative  genius  of  the 
time,  that  to  record  even  briefly  the  discoveries  and  the 
creations  since  the  closing  date  of  Cantor's  work  would 
require  an  addition  to  his  great  volumes  of  a  score  of  vol- 
umes more." 

And  throughout  all  this  wonderful  growth  nothing  is. 
lost  or  wasted,  the  achievements  of  the  old  Greek  geome- 
ters are  as  admirable  now  as  in  their  own  days,  and  they 
remain  the  eternal  heritage  of  man. 


THE   FOUNDATIONS   OF 

MATHEMATICS 


PROFESSOR    CASSIUS  J.    KEYSER 

ADRAIN    PROFESSOR   OF    MATHEMATICS, 
COLUMBIA    UNIVERSITY 


THE   FOUNDATIONS   OF 
MATHEMATICS 


A  traditional  conception,  still  current  everywhere  ex- 
cept in  critical  circles,  has  held  mathematics  to  be  the 
science  of  quantity  or  magnitude,  where  magnitude  in- 
cluding multitude  (with  its  correlate  of  number)  as  a 
special  kind,  signified  whatever  was  "capable  of  increase 
and  decrease  and  measurement."  Measurability  was  the 
essential  thing.  That  conception  of  the  science  was  a 
very  natural  one,  for  magnitude  did  appear  to  be  a  sin- 
gularly fundamental  notion,  not  only  inviting,  but  de- 
manding, consideration  at  every  stage  and  turn  of  life. 
The  necessity  of  finding  out  how  many  and  how  much 
was  the  mother  of  counting  and  measurement,  and  Math- 
ematics, first  from  necessity  and  then  from  pure  curiosity 
and  joy,  so  occupied  itself  with  these  things  that  they 
very  plausibly  came  to  seem  its  whole  enjoyment. 

Nevertheless,  numerous  great  events  of  a  hundred 
years  have  been  absolutely  decisive  against  that  view. 
For  one  thing,  the  notion  of  continuum — the  "Grand 
Continuum,"  as  Sylvester  called  it — that  great  central 
supporting  pillar  of  modern  Analysis,  has  been  con- 
structed by  Weierstrass,  Dedekind,  Georg  Cantor,  and 
others,  without  any  reference  whatever  to  quantity,  so 
that  number  and  magnitude  are  seen  to  be  more  than 
independent — they  are  radically  disparate.  When  the  at- 
191 


192        FOUNDATIONS  OF  MATHEMATICS 

tempt  is  made  to  correlate  the  two,  the  ordinary  concept 
of  measurement  as  the  repeated  application  of  a  constant 
finite  unit,  undergoes  such  refinement  and  generalization 
through  the  notion  of  Limit,  or  its  equivalent,  that  count- 
ing no  longer  avails,  and  measurement  retains  scarcely 
a  vestige  of  its  original  meaning.  And  when  we  add 
the  further  consideration  that  non-Euclidean  geometry — 
primate  among  the  emancipators  of  the  human  intellect — 
employs  a  scale  in  which  the  unit  of  angle  and  distance, 
tho  it  is  a  constant  unit,  nevertheless  appears,  from  the 
Euclidean  point  of  view,  to  suffer  lawful  change  from 
step  to  step  of  its  application,  it  is  seen  that  to  retain 
the  old  words,  and  call  mathematics  the  science  of  quan- 
tity or  magnitude,  and  measurement,  cannot  be  accepted 
as  telling  either  what  the  science  has  actually  become 
or  what  its  spirit  is  bent  upon. 

Moreover,  the  most  striking  measurements,  as  of  the 
volume  of  a  planet,  the  weight  of  a  sunbeam,  the  growth 
of  cells,  the  valency  of  atoms,  rates  of  chemical  change, 
the  penetrative  power  of  radium  emanations,  are  none  of 
them  done  by  direct  repeated  application  of  a  unit  or  by 
any  direct  method  whatever.  They  are  all  of  them  ac- 
complished by  one  form  or  another  of  indirection.  It 
was  perception  of  this  fact  that  led  the  famous  philoso- 
pher and  respectable  mathematician,  Auguste  Comte,  to 
define  mathematics  as  "the  science  of  indirect  measure- 
ment."  But  the  thought  is  not  yet  sufficiently  deep  or 
comprehensive.  For  there  is  an  immense  range  of  admit- 
tedly mathematical  activity  that  is  not  in  the  least  con- 
cerned with  measurement,  whether  direct  or  indirect. 
Consider,  for  example,  that  splendid  creation  of  the  nine- 
teenth century,  known  as  Projective  Geometry.  Here  is 
a  boundless  domain  of  countless  fields,  where  reals  and 
imaginaries,  finites  and  infinites,  enter  on  equal  terms, 
where  the  spirit  delights  in  the  artistic  balance  and  sym- 
metric interplay  of  a  kind  of  conceptual  and  logical  coun- 
terpoint— an   enchanted  realm   where  thought  is   double 


FOUNDATIONS  OF  MATHEMATICS         193 

and  flows  throughout  in  curiously  winding  but  parallel 
streams.  In  this  domain  there  is  no  concern  with  num- 
ber or  quantity  or  magnitude,  and  metric  considerations 
are  entirely  absent  or  completely  subordinate.  The  fact, 
to  take  a  simplest  example,  that  two  points  determine 
a  line  uniquely,  or  that  the  intersection  of  a  plane  and 
a  sphere  is  a  circle,  or  that  any  configuration  whatever 
— the  reference  is  here  to  ordinary  space — presents  two 
reciprocal  aspects  according  as  it  is  viewed  as  an  ensemble 
of  points  or  as  a  manifold  of  planes,  is  not  a  metric  fact 
at  all:  it  is  not  a  fact  about  size  or  quantity  or  magni- 
tude of  any  kind.  In  this  region  of  thought  it  was  posi- 
tion, rather  than  size,  that  seemed  to  some  the  central 
matter,  and  so  it  was  proposed  to  call  mathematics  the 
science  of  measurement  and  position. 

The  conception,  thus  mightily  expanded,  yet  excludes 
many  a  mathematical  realm  of  vast  extent.  Consider, 
for  example,  that  limitless  class  of  things  known  as  opera- 
tions— limitless  alike  in  number  and  in  kind.  Now  it  so 
happens  that  there  are  many  systems  of  operations  such 
that  any  two  operations  of  a  given  system,  if  they  be 
thought  as  following  one  another,  together  thus  produce 
the  same  effect  as  some  single  operation  of  the  system. 
Such  systems  are  infinitely  numerous,  and  present  them- 
selves on  every  hand.  For  a  simple  illustration,  think  of 
the  totality  of  possible  straight  motions  in  space.  The 
operation  of  going  from  point  A  to  point  B,  followed, 
by  the  operation  of  going  from  B  to  point  C,  is  equivalent 
to  the  single  operation  of  going  straight  from  A  to  C. 
Thus  it  is  seen  that  the  system  of  such  operations  is  a 
closed  system:  that  is,  combination  of  any  two  of  the 
operations  yields  a  third  one,  not  without,  but  within  the 
system.  The  great  notion  of  Group,  thus  simply  exem- 
plified, tho  it  had  barely  emerged  into  consciousness  a 
hundred  years  ago,  has  meanwhile  become  a  concept  of 
fundamental  importance  and  prodigious  fertility.  It  not 
only  affords  the  basis  of  an  imposing  mathematical  doc- 


194        FOUNDATIONS  OF  MATHEMATICS 

trine — the  Theory  of  Groups — but  therewith  serves  also 
as  a  bond  of  union,  a  kind  of  connective  tissue,  uniting 
together  a  large  number  of  widely  dissimilar  doctrines 
as  organs  of  a  single  body.  But — and  this  is  the  point 
to  be  noted  here — the  abstract  operations  of  a  group  of 
operations,  tho  they  are  very  real  things,  are  neither  mag- 
nitudes nor  positions. 

This  way  of  trying  to  come  at  an  adequate  conception 
of  what  mathematics  is,  namely,  by  attempting  to  charac- 
terize in  sucession  its  distinct  domains,  or  its  varieties  of 
subject  matter,  or  its  modes  of  activity,  in  the  hope  of 
finding  a  common  definitive  mark,  is  not  likely  to  prove 
successful.  For  it  demands  an  exhaustive  enumeration, 
not  only  of  the  fields  now  occupied  by  the  science,  but 
also  of  those  destined  to  be  conquered  by  it  in  the  future,, 
and  such  an  achievement  would  require  a  prevision  that 
none  may  claim. 

Fortunately,  there  are  other  paths  of  approach  that 
seem  more  promising.  Every  one  has  observed  that  math- 
ematics, whatever  it  may  be,  possesses  a  certain  mark, 
namely,  a  degree  of  certainty  not  found  elsewhere.  So 
it  is,  proverbially,  the  exact  science  par  excellence.  Ex- 
act, no  doubt,  but  in  what  sense?  An  excellent  answer 
is  found  in  a  definition  given  about  one  generation  ago 
by  a  distinguished  American  mathematician,  Professor 
Benjamin  Peirce:  "Mathematics  is  the  science  which 
draws  necessary  conclusions."  This  formulation  is  of 
like  significance  with  the  following,  yet  finer,  mot,  by  that 
scholar  of  Leibnizian  attainment  and  brilliance,  Professor 
William  Benjamin  Smith:  "Mathematics  is  the  universal 
art  apodictic."  These  statements,  tho  neither  of  them 
is  adequate  or  final,  are  both  of  them  telling  approxima- 
tions, wondrously  penetrating  insights,  at  once  foreshad- 
owing and  neatly  summarizing  for  popular  use,  the  epoch- 
making  thesis  established  mainly  by  the  creators  of  mod- 
ern logistic,  namely,  that  mathematics  is  included  in,  and 
in   a  profound  sense  may  be  said  to  be  identical  with, 


FOUNDATIONS  OF  MATHEMATICS         195 

Symbolic  Logic.  Observe  that  the  emphasis  falls  on  the 
quality  of  being  "necessary";  that  is,  correct  logically., 
or  valid  formally. 

But  why  are  mathematical  conclusions  correct?  Is  it 
that  the  mathematician  has  a  reasoning  faculty  different 
'  in  kind  from  that  of  other  men  ?  By  no  means.  What, 
then,  is  the  secret?  Reflect  that  conclusion  implies  pre- 
mises, that  premises  involve  terms,  that  terms  stand  for 
ideas,  concepts  or  notions,  and  these  latter  are  the  ulti* 
mate  material  with  which  the  spiritual  architect,  called 
the  Reason,  designs  and  builds.  Here,  then,  one  may 
expect  to  find  some  light.  The  apodictic  quality  of  mathe- 
matical thought  is  not  due  to  any  special  kind  of  faculty 
peculiar  to  the  mathematician,  nor  to  any  peculiar  mode  of 
ratiocination,  but  is  rather  due  to  the  character  of  the 
concepts  with  which  he  deals.  What  is  that  distinctive 
characteristic?  The  answer  is:  precision  and  complete- 
ness of  determination.  But  how  comes  the  mathema- 
tician by  such  precision  and  completeness?  There  is 
no  mystery  or  trick  involved:  some  concepts  admit  of 
such  precision  and  completeness,  others  do  not — at  least 
not  yet;  the  mathematician  is  one  who  deals  with  those 
that  do.  The  matter,  however,  is  not  so  simple  as  it 
may  now  seem,  and  the  attentive  consideration  of  the 
reader  is  invited  to  what  is  yet  to  follow. 

The  Two  Movements  of  Logico-mathematical  Thought. 
— The  foregoing  thesis,  which  will  be  more  narrowly 
examined  in  the  latter  part  of  this  article,  is  the 
joint  result  of  two  modern  movements  of  thought,  which 
have  had  separate  origins,  have  followed  separate  paths, 
and,  having  been  carried  on  by  two  distinct  and  even 
alien  groups  of  investigators,  have  recently  converged,  to 
the  astonishment  of  both  groups,  upon  the  thesis  in  ques- 
tion. One  of  these  movements  originated  at  the  very 
center  of  mathematics  itself,  and  may  be  appropriately 
designated  as  the  critico-mathematical  movement.  The 
other,  which  may  be  called  the  logistical  movement,  took 


196        FOUNDATIONS  OF  MATHEMATICS 

its  rise  in  other  interests  and  in  what  seemed  to  logicians 
and  mathematicians  alike  to  be  a  very  different  and 
even  a  scientifically  alien  field — the  interests  and  the  field 
of  what  has  come  to  be  known  as  Logistic  or  Symbolic 
Logic. 

The  Critico-mathematical  Movement. — For  more  than 
a  century  after  the  inventions  (i.e.,  the  discoveries)  of 
Analytical  Geometry  by  Descartes  and  Fermat,  and  the 
Infinitesimal  Calculus  by  Leibniz  and  Newton,  mathema- 
ticians devoted  themselves  almost  riotously  to  application 
of  these  powerful  instruments  to  problems  of  physics, 
mechanics  and  geometry,  without  much  concerning  them- 
selves about  the  nicer  questions  of  fundamental  princi- 
ple, logical  cogency  and  precision  of  concept  and  argu- 
mentation. In  the  latter  part  of  the  eighteenth  century 
the  efforts  of  "the  incomparable  Euler,"  of  Lacroix,  and 
others,  to  systematize  results,  served  to  reveal  in  a  start- 
ling way  the  necessity  of  improving  foundations.  Con- 
structive work  was  not,  indeed,  arrested  by  that  dis- 
closure. On  the  contrary,  new  doctrines  continued  to 
rise  and  old  ones  to  expand  and  flourish.  But  a  new 
spirit  had  begun  to  manifest  itself.  The  science  became 
increasingly  critical  as  its  towering  edifices  more  and 
more  challenged  attention  to  their  foundations.  Mani- 
fest already  in  the  work  of  Gauss  and  Lagrange,  the 
new  tendency,  under  the  powerful  impulse  and  leadership 
of  Cauchy,  rapidly  developed  into  a  momentous  move- 
ment. The  Calculus,  while  its  instrumental  efficacy  was 
meanwhile  marvelously  improved,  was  itself  advanced 
from  the  level  of  a  tool  to  the  rank  and  dignity  of  a  sci- 
ence. The  doctrines  of  the  real  and  of  the  complex, 
variable  were  grounded  with  infinite  patience  and  care, 
so  that,  owing  chiefly  to  the  critical  constructive  genius 
of  Weierstrass  and  his  school,  that  stateliest  of  all  the 
pure  creations  of  the  human  intellect — the  Modern  The- 
ory of  Functions,  with  its  manifold  branches — came  to 
rest  on  a  basis  not  less  certain  and  not  less  enduring 


FOUNDATIONS  OF  MATHEMATICS         197 

than  the  very  integers  with  which  we  count  and  tell  the 
number  of  coins  in  the  coffer  or  cattle  in  the  field.  The 
movement  still  sweeps  on,  not  only  extending  to  all  the 
cardinal  divisions  of  Analysis,  but,  through  the  agency 
of  such  as  Lobachevski  and  Bolyai,  Grassmann  and  Rie- 
mann,  Cayley  and  Klein,  Hilbert  and  Lie,  Peano,  Pieri 
and  Pasch,  recasting  the  foundations  of  Geometry  also. 

In  the  light  of  all  this  criticism  of  mathematics  by 
mathematicians  themselves,  the  science  assumed  the  ap- 
pearance of  a  great  ensemble  of  theories,  competent  no 
doubt,  interpenetrating  each  other  in  a  wondrous  way,  yet 
all  of  them  distinct,  each  built  up  by  logical  processes  on 
its  own  appropriate  basis  of  pure  hypotheses,  or  assump- 
tions, or  postulates.  As  all  the  theories  were  thus  seen 
to  rest  equally  on  hypothetical  foundations,  all  were  seen 
to  be  equally  legitimate;  and  doctrines  like  those  of  Qua- 
ternions, non-Euclidean  Geometry  and  Hyperspace,  for 
a  time  suspected  because  based  on  postulates  not  all 
of  them  traditional,  speedily  overcame  their  heretical 
reputations  and  were  admitted  to  the  circle  of  the  lawful 
and  orthodox. 

The  Logistical  Movement. — It  is  one  thing,  however, 
to  deal  with  the  principal  divisions  of  mathematics  sever- 
ally, underpinning  each  with  a  foundation  of  its  own; 
as,  for  example,  the  theory  of  the  cardinal  numbers  (the 
positive  integers)  was  assumed  as  the  basis  for  the  up- 
building of  function  theory.  That,  broadly  speaking,  was 
the  plan  and  the  effect  of  the  critical  movement  above 
sketched.  But  it  is  a  very  different  and  a  profounder 
thing  to  underlay  all  the  divisions  at  once — both  those 
that  are  and  those  that  are  yet  to  be — with  a  simple  foun- 
dation, with  a  foundation  that  shall  be  such,  not  merely 
for  the  divisions  but  for  something  else,  distinct  from 
each  and  from  the  sum  of  all,  namely,  for  the  organic 
whole,  the  science  itself,  which  they  constitute.  It  is 
nothing  less  than  that  achievement — the  founding,  not 
of   mathematical   branches,   but   of   mathematics — which, 


198        FOUNDATIONS  OF  MATHEMATICS 

unconsciously  at  first,  consciously  at  last,  has  been  the 
aim  and  destined  goal  of  the  logistical  movement — 
research  in  symbolic  logic. 

The  advantage  of  employing  symbols  in  the  investi- 
gation and  exposition  of  the  formal  laws  of  thought  is 
not  a  recent  discovery.  As  every  one  knows,  symbols 
were  thus  employed  to  a  small  extent  by  the  Stagirite 
himself.  The  advantage,  however,  was  not  pursued;  be- 
cause for  two  thousand  years  the  eyes  of  logicians  were 
blinded  by  the  blazing  genius  of  the  ''master  of  those 
that  know."  With  the  single  exception  of  the  reign  of 
Euclid,  the  annals  of  science  afford  no  match  for  the 
tyranny  that  has  been  exercised  by  the  logic  of  Aristotle. 
Even  the  important  logical  researches  of  Leibniz  and 
Lambert,  and  their  daring  use  of  symbolical  methods,  were 
powerless  to  break  the  spell.  It  was  not  till  1854,  when 
George  Boole,  having  invented  an  algebra  to  trace  and 
illuminate  the  subtle  ways  of  reason,  published  his  sym- 
bolical 'Investigation  of  the  Laws  of  Thought,'  that  the 
yet  advancing  revolution  in  logic  really  began.  Altho 
it  was  neglected  for  a  time  by  logicians  and  mathema- 
ticians, it  was  this  work  of  Boole,  who  was  both  logician 
and  mathematician,  that  inspired  and  inaugurated  the 
scientific  movement  now  known  and  honored  throughout 
the  world  under  the  name  of  Symbolic  Logic.  Under  the 
leadership  of  C.  S.  Peirce  in  America,  of  Bertrand  Rus- 
sell in  England,  of  Schroder  in  Germany,  of  Couturat  in 
France,  and  of  Peano  and  his  disciples  and  peers  in  Italy 
— supreme  histologist  of  the  human  intellect — the  deeps 
of  logical  reality  have  been  explored  in  the  present  gen- 
eration as  never  before  in  the  history  of  the  world.  Not 
only  have  the  foundations  of  the  Aristotelian  logic — the 
Calculus  of  Classes — been  recast,  but  side  by  side  with 
that  everlasting  monument  of  Greek  genius  there  rise 
to-day  two  other  structures,  fit  companions  of  the  ancient 
edifice,  namely,  the  Logic  of  Relations  and  the  Logic  of 
Propositions. 


FOUNDATIONS  OF  MATHEMATICS         199 

And  now  the  base  of  this  triune  organon — the  Calculus 
of  Classes,  the  Calculus  of  Propositions,  the  Calculus  of 
Relations — is  surprising  in  its  seeming  meagerness,  for 
it  consists  of  a  score  or  so  of  primitive  propositions — 
the  principles  of  logic — and  less  than  a  dozen  primitive 
notions  called  logical  constants.  Yet  more  surprising, 
however,  is  the  fact — justly  described  as  "one  of  the 
greatest  discoveries  of  our  age" — that  this  foundation  of 
logic  is  the  foundation  of  mathematics  also.  So  one  may- 
say:  Symbolic  logic  is  mathematics,  mathematics  is  sym- 
bolic logic;  the  twain  are  one. 

The  Thesis. — The  thesis,  accordingly,  which  it  is  the 
purpose  of  the  following  paragraphs  to  explain  with  some 
detail,  is  this:  All  mathematical  notions  are  definable 
directly  or  indirectly  in  terms  of  a  few  undefined  or  prim- 
itive notions  (called  logical  constants),  and  in  mathemati- 
cal argumentation  there  enter  as  fundamental  not  more 
than  about  twenty  undemonstrated  or  primitive  proposi- 
tions (called  principles  of  logic). 

What  these  primitives  are  will  be  seen  presently.  It 
is  to  be  at  once  mentioned  and  to  be  constantly  borne  in 
mind  that,  if  nothing  be  assumed,  nothing  can  be  deduced. 
Accordingly,  in  mathematics,  as  in  any  other  science,  the 
ideas  that  occur  fall  into  two  classes,  the  undefined  and 
the  defined;  and  the  propositions  fall  into  two  classes,  the 
undemonstrated  and  the  demonstrated.  In  any  case,  the 
primitives — the  undefined  and  the  undemonstrated — are, 
to  some  extent,  a  matter  of  arbitrary  choice  and  con- 
venience. Simplicity  is  desirable,  but  not  essential.  What 
is  necessary  is  that  the  set  of  notions  chosen  for  primi- 
tives must  be  such  that  all  other  ideas  of  the  science  in 
question  must  be  definable  in  terms  of  them;  and  what- 
ever system  of  propositions  be  chosen  for  primitives  must 
be  such  that  all  the  other  propositions  of  the  science  are 
demonstrable  in  terms  of  them.  The  set  of  primitive, 
propositions  must  be  compatible  among  themselves,  and 
it   is   desirable,   though   not   necessary,   that   the   system 


200        FOUNDATIONS  OF  MATHEMATICS 

should  be  non-tautological  or  irreducible;  that  is,  that 
none  of  them  be  logically  deducible  from  the  others.  The 
primitives  contemplated  in  the  foregoing  thesis  consti- 
tute the  foundation  of  modern  logic.  It  is  to  be  shown 
that  no  new  primitives  are  required  in  mathematics.  This 
done,  it  follows  that  mathematics,  instead  of  being  a  sci- 
ence that  merely  uses  logic,  is  really  a  prolongation  of  it 
— a  proper  part,  and,  indeed,  the  principal  part,  of  the 
superstructure  of  logic.  If,  then,  an  edifice  includes  both 
the  basal  masonry  and  that  which  is  built  upon  it — and 
such  appears  to  be  the  better  use  of  the  term — the  pro- 
priety of  identifying  mathematics  and  logic  is  sufficiently 
evident. 

It  remains  a  moot  question  which  of  the  three  above- 
mentioned  branches  of  modern  logic,  if  any  one  of  them 
is  entitled  to  the  distinction,  is  logically  prior  to  the  oth- 
ers. As,  however,  discourse  would  seem  to  be  quite  im- 
possible without  propositions,  in  the  following  sketch  we 
adopt  the  obvious  recommendation  of  common  sense,  and 
begin  with  the  calculus  or  logic  of  propositions.  The 
set  of  primitive  notions  and  propositions  here  presented 
is  that  which  at  present  seems  most  likely  to  be  finally 
adopted  with  least  modification.  Tho  it  is  the  result  of 
the  thought  of  numerous  investigators,  it  may  be  called 
the  Peano-Russell  system,  as  suggesting  the  two  men  who 
have  done  most  to  produce  it. 

The  Logic  or  Calculus  of  Propositions. — In  this  logic, 
besides  the  notion  of  truth,  which  remains  undefined  and 
constantly  employed,  the  primitive  ideas  are  two:  (i) 
material  implication  and  (2)  formal  implication.  The 
notion  of  implication  is  not  defined.  We  know,  however, 
that  it  is  a  relation  that,  when  it  is  found,  is  found  to 
subsist  between  propositions.  The  idea  of  proposition  is, 
however,  defined.  It  is,  namely,  any  thing  that  is  true 
or  fake,  or  any  thing  that  implies  any  thing.  It  is  im- 
portant to  distinguish  between  a  genuine  proposition,  as 
Xerxes  was  a  soldier,  from  what  has  merely  the   form 


FOUNDATIONS  OF  MATHEMATICS        201 

of  a  proposition,  as  y  was  a  soldier,  this  last  being,  as  it 
stands,  neither  true  nor  false.  Such  forms  as  the  last, 
containing  a  variable  (y  or  some  other),  are  known  as 
prepositional  functions,  the  notion  being  one  of  the  primi- 
tives of  the  logic  of  classes.  The  distinction  between 
material  and  formal  implication  is  to  be  acquired  very 
much  as  a  child  learns  to  distinguish  cats  from  dogs. 
And  the  very  young  logician  often  confounds  them.  For 
one  thing,  material  implication  subsists  only  between  gen- 
uine propositions,  while  formal  implication  is  the  kind 
that  holds  between  propositional  functions.  Thus,  'Xerxes 
was  a  soldier  implies  Xerxes  was  a  man'  is  an  example 
of  material  implication,  but  'A  was  a  soldier  implies  A 
was  a  man'  is  an  example  of  formal  implication.  If,  in 
the  last,  one  replaces  the  variable  A  by  some  constant, 
as  Columbus  or  Cesar,  the  function  is  replaced  by  a 
proposition,  and  formal  by  material  implication.  In  ac- 
tual discourse,  as  it  runs  in  the  world,  the  distinction  in 
question  is  often  disguised.  If  p  and  q  are  propositions, 
then  the  proposition,  p  implies  q,  asserts  a  material  im- 
plication, and  means  that  either  q  is  true  or  p  is  false. 
The  proposition — if  2  is  4,  5  is  10 — states  a  material 
implication,  but  the  implication  in  the  statement — if  x 
is  twice  x,  any  multiple  of  x  is  twice  that  multiple — 1 
is  formal.  To  borrow  Mr.  Russell's  illustration:  "The 
fifth  proposition  of  Euclid  follows  from  the  fourth :  if  the 
fourth  is  true,  so  is  the  fifth;  while  if  the  fifth  is  false, 
so  is  the  fourth.  This  is  a  case  of  material  implication, 
for  both  propositions  are  absolute  constants.  .  .  .  But  each 
of  them  states  a  formal  implication.  The  fourth  states 
that  if  x  and  y  be  triangles  fulfilling  certain  conditions, 
then  x  and  y  are  triangles  fulfilling  certain  other  condi- 
tions: and  the  fifth  states  that  if  x  is  an  isosceles  triangle, 
x  has  the  angles  at  the  base  equal."  [Cf.  Russell's  'Prin- 
ciples of  Mathematics,'  Vol.  I,  p.  14.] 

The  primitive  propositions  of  propositional  logic  are  ten 
in  number,  and  are  as  follows : 


202        FOUNDATIONS  OF  MATHEMATICS 

(i)   'p  implies  q'  implies  'p  implies  q'; 

(2)  'p  implies  q'  implies  'p  implies  p' ; 

(3)  'p  implies  q   implies  'q  implies  q'; 

(4)  If  p  implies  q  and  if  p  is  true,  then  p  may  be 
dropped  and  q  asserted; 

(5)  'p  implies  p  and  q  implies  q'  implies  'pq  implies  p' — 
the  expression  "p  and  q"  being  denoted  by  the  symbol  pq ; 

(6)  'p  implies  q  and  q  implies  r'  implies  'p  implies  r'; 

(7)  'q  implies  q  and  r  implies  r  and  p  implies  (q  im- 
plies r)'  implies  'pq  implies  r'; 

(8)  'p  implies  p  and  q  implies  q  and  pq  implies  t'  im- 
plies *p  implies  (q  implies  r)'; 

(9)  'p  implies  q  and  p  implies  r'  implies 'p  implies  qr' ;  and 

(10)  'p  implies  p  and  q  implies  q*  implies  *('p  implies  q' 
implies  p)  implies  p'. 

Experience  has  shown  that  it  is  in  various  ways  advan- 
tageous without  compensating  disadvantages  to  reduce  all 
matter,  whenever  it  is  possible,  to  symbolic  form.  In  case 
of  the  foregoing  primitives  such  reduction  is  readily  ac- 
complished by  employing  the  symbol  0  (an  inverted  c) 
to  denote  the  word  "implies,"  and  by  using  periods  or 
dots  in  place  of  the  word  "and,"  as  well  as  to  indicate 
the  relative  ranks  of  the  various  copulas  o  of  a  same 
proposition.  A  very  little  practice  suffices  to  enable  one 
both  to  translate  into  symbolic  forms  and  to  interpret 
them.  Thus,  in  symbolic  form  the  primitives  in  question 
stand  as  follows : 

(1)  p  0  q  .0  .  p  d  q; 

(2)  p  0  q  .  D  .  p  d  p; 

(3)  poq.o.qoq; 

(4)  If  p  0  q,  and  if  p  be  true,  p  may  be  dropped  and  q  asserted ; 

(5)  p  Dp  .  q  D  q  .  D  .  pq  3  p; 

(6)  pDq.qor.D.por; 

(7)  qDq.ror.pD.qDr-.D.pqDr; 

(8)  p  o  p  .  q  d  r  .  pq  3  r  .  o  :  po.qor; 

(9)  p  d  q  .  p  d  r  .  d  .  p  o  qr; 

(10)  p3p.q3q.3:.p3q.3p:3p. 


FOUNDATIONS  OF  MATHEMATICS        203 

Of  these,  (1)  means  that  poq  is  a  proposition;  (2) 
means  that  what  implies  something  is  a  proposition;  (3) 
means  that  what  is  implied  is  a  proposition;  (4)  is  pe- 
culiarly interesting  as  illustrating  the  limits  of  formalism 
— it  does  not  admit  of  symbolic  statement,  a  fact  not  to 
surprise  or  mystify  since  it  is  a  priori  obvious  that  dis- 
course is  essentially  prior  to  symbolism  and  is  necessary 
to  tell  the  meaning  of  it.  The  meaning  of  (4)  may  be 
made  clear  by  a  familiar  example.  If  Socrates  is  a  man, 
and  if  all  men  are  mortal,  then  Socrates  is  mortal.  Let 
the  two  premises  be  granted  true,  how  justify  the  asser- 
tion of  the  conclusion  as  a  true  proposition — to  be  hence- 
forth so  taken?  The  answer  is  (4) — an  exceedingly 
subtle  principle  introduced  into  logic  by  Peano.  Cou- 
turat  calls  it  the  principle  of  deduction.  (5)  means  that 
the  joint  assertion  of  two  propositions,  p  and  q,  implies 
the  assertion  of  the  former;  (6)  is  evidently  the  familiar 
principle  of  the  syllogism;  (7)  states  that,  if  a  certain 
proposition  implies  that  a  second  one  implies  a  third,  then 
the  third  is  implied  in  the  joint  assertion  of  the  other 
two.  Thus,  the  proposition — Socrates  lived  in  Athens — - 
implies  that,  if  Athens  was  then  a  city  of  Greece,  the 
population  of  Greece  once  contained  a  philosopher.  Now 
all  this,  says  (7),  implies  that  the  proposition — the  popu- 
lation and  so  on — is  implied  in  the  joint  assertion  of  the 
two  propositions:  Socrates  lived  in  Athens;  Athens  was 
then  a  city  of  Greece.  (8)  is  the  converse  of  seven;  (9) 
means  that,  if  a  proposition  implies  each  of  two  proposi- 
tions, it  implies  both  of  them;  that  is,  that  the  assertion 
of  the  first  carries  implicitly  the  joint  assertion  of  the 
other  two.  The  reader  can  easily  illustrate.  Finally, 
(10)  tells  us  that  if  p  is  implied  by  the  proposition,  p 
implies  q,  then  p  is  implied  by  the  proposition  that  'p  im- 
plies q'  implies  p. 

The  reader  will  have  observed  that  the  foregoing  prin- 
ciples differ  in  respect  to  simplicity  and  obviousness.  He 
must  be  reminded  that  they  were  not  selected  because 


204        FOUNDATIONS  OF  MATHEMATICS 

they  were  simple  or  obvious,  but  because  they  were  found 
to  be  expedient.  It  is  their  serviceability  that  recom- 
mends them.    They  shine  in  their  agency  and  use. 

That  the  primitive  propositions  are  true  propositions 
the  reader  may  convince  himself  by  means  of  a  test  now 
to  be  explained.  The  proposition,  p  implies  q,  means  that 
q  is  true  or  p  is  false  and  nothing  more.  This  consid- 
eration readily  serves  to  justify  the  remarkable  state- 
ment: in  respect  to  material  implication,  every  false 
proposition  implies  all  propositions,  and  every  true  propo- 
sition is  implied  by  every  proposition.  Let  us  now  apply 
this  proposition  as  a  criterion  to  test  the  truth  of  one 
of  the  primitives,  say  (8).  Suppose,  first,  that  p,  q,  r  are 
all  true.  Then  qor  is  true,  hence  po  .  qor  is  true,  and 
hence  (8)  is  true.  Next  suppose  p  is  false,  and  q  and  r 
true.  ThenpD  .  qor  is  true,  and  hence  (8)  is  true.  Again, 
suppose  p  true,  q  false,  and  r  true.  Then  po  .  qor  is  true, 
and  hence  (8)  is  true.  Once  more,  suppose  p  and  q  true, 
and  r  false.  Then  pop  is  true,  qcr  is  false,  and  hence  the 
joint  assertion  preceding  the  third  dot  is  false;  hence  (8) 
is  true.  A  like  result  follows  under  all  the  other  possible 
suppositions  respecting  the  elements  p,  q  and  r.  And  in 
like  maner  for  the  remaining  nine  primitives. 

The  conception  of  a  science  in  a  state  of  perfection* 
requires  that  all  other  notions  entering  the  structure  of 
the  propositional  calculus  be  defined  in  terms  of  implica- 
tion (and  truth),  and  that  all  the  other  propositions  of 
that  calculus  be  demonstrated  as  theorems  by  means  of 
the  above-given  primitive  propositions.  Among  such 
superstructural  notions  and  theorems  are  the  following 
cardinal  ones: 

The  logical  product  of  two  propositions,  p  and  q,  is 
their  joint  assertion,  and  is  symbolized  by  p^q  or  simply 
by  pq.  In  terms  of  implication  and  truth,  the  definition  is: 
if  p  implies  p  and  if  q  implies  q — i.e.,  if  p  and  q  are  propo- 
sitions— pq  signifies  that  r  is  true  if  p  implies  that  q  im- 
plies r. 


FOUNDATIONS  OF  MATHEMATICS        205 

The  logical  sum  of  p  and  q  is  denoted  by  writing  pwq. 
It  is  a  proposition  s  implied  by  p  and  by  q  and  implying 
every  proposition  that  is  implied  both  by  p  and  by  q. 
The  sum  of  p  and  q  is  the  same  as  the  disjunction  or 
alternation,  p  or  q. 

The  negative,  — p,  of  a  proposition  p  is  defined  to  be 
such  a  proposition  that,  if  r  be  any  proposition  whatever, 
— p  implies  that  p  implies  r. 

Two  propositions  are  said  to  be  equivalent  when  and 
only  when  each  of  them  implies  the  other;  that  is,  if 
poq  and  qop,  then  p  =  q,  and  conversely. 

The  fact  that  the  product  of  a  proposition  by  the  same 
proposition  is  equivalent  to  the  proposition — pp  =  p — is 
called  the  law  of  tautology  for  propositional  multiplica- 
tion.   And  for  addition  it  is  the  fact  that  PWP~P- 

Cardinal  among  the  theorems  of  the  propositional  cal- 
culus are  the  following: 

The  product,  p~ — p,  of  a  proposition  and  its  negative  is 
false — the  law  of  contradiction. 

The  sum,  pw — p,  of  a  proposition  and  its  negative  is 
true — the  law  of  excluded  middle  or  third. 

The  negative  of  the  negative  of  a  proposition  is  equiva- 
lent to  the  proposition;  that  is,  — ( — p)=p.  Such  is 
the  law  of  double  negation. 

Logical  multiplication  of  propositions  is  commutative, 
associative  and  distributive;  that  is,  P~q  =  q~P,  p~(q~r) 
==  (p~q)~r,  and  p~(q~r)  =  (p~q)~(p~r). 

The  same  three  laws  hold  for  logical  summation  of 
propositions. 

The  Calculus  or  Logic  of  Classes. — This  logic  is  char- 
acterized by  three  primitive  or  undefined  ideas  or  no- 
tions and  by  two  primitive  or  undemonstrated  proposi- 
tions. The  primitive  ideas  are:  (1)  Propositional  func- 
tion; (2)  the  relation  of  an  individual  to  a  class  contain- 
ing it;  (3)  and  the  notion  expressed  by  the  phrase  such 
that,  or  its  equivalent  in  the  same  or  another  language. 
The  notion  (1)   is  denoted  by  such  symbols  as  <£(x),  ^(x), 


206        FOUNDATIONS  OF  MATHEMATICS 

f  (y),  etc.  It  is  familiar  to  everybody.  Of  it  Mr.  Russell 
('Principles  of  Mathematics,'  Vol.  I,  p.  19)  says:  "We 
may  explain  (but  not  define)  this  notion  as  follows:  <£(x) 
is  a  propositional  function  if,  for  every  value  of  x,  <£(x) 
is  a  proposition,  determinate  when  x  is  given."  Thus 
x  4- 2  =  o  is  a  propositional  function,  for  it  yields  a  prop- 
osition, true  or  false,  on  replacing  the  variable  x  by  any 
constant,  as  1,  5,  — 2,  Socrates,  Wednesday,  or  love.  Again, 
tan  450  =  1,  tan  6o°  =  4,  are  propositions,  while  tan  x  =  1, 
tan  x  =  x,  are  propositional  functions.  Once  more,  x  is  a 
triangle,  is  a  propositional  function,  but  'J°nn  Jones  is  a 
triangle'  is  a  proposition.  Primitive  (2)  is  denoted  by 
the  letter  ;  thus,  to  say  that  the  individual  k  belongs  to 
the  class  a,  we  write  ksa.  The  important  distinction  be- 
tween the  relation  denoted  by  and  that  of  part  to  whole 
was  first  pointed  out  by  Peano.  To  say  that  a  class  a  is 
a  part  of  or  is  included  in  a  class  b,  we  write:  aob,  the 
symbol  0  being  that  which  in  the  logic  of  propositions 
denotes  "implies."  Thus  the  syllogism,  aob .  xea .  d  .  xfb, 
means:  the  class  a  belongs  (as  a  part)  ,to  the  class  b,  the 
individual  x  belongs  to  the  class  a,  therefore  the  indi- 
vidual x  belongs  to  the  class  b.  But  if  a,  b,  and  x  are 
all  classes,  the  syllogism  is:  aob  .  xoa  .  o  .  xob  The  third 
primitive,  such  that,  is  denoted  by  the  symbol  3  (inverse 
of  £).  Thus,  to  say  the  ensemble  of  x-values  that 
render  the  function  0(x)  a  true  proposition,  or  verify  or 
satisfy  it,  we  write:  X2[0(x)],  which  may  be  read  "the 
x's  such  that  <£(x)  is  true." 

The  two  primitive  propositions  of  this  calculus  are  as 
follows : 

(1)  (p(x)  is  true  when  and  only  when  x  belongs  to  the 
ensemble  of  terms  satisfying  <P(x). 

(2)  If  <P(x)  and  ^"(x)  are  equivalent  propositions  for 
all  values  of  x,  then  the  class  of  x's  such  that  0(x)  is  true 
is  identical  with  the  class  of  x's  such  that  ^"(x)  is  true. 


FOUNDATIONS  OF  MATHEMATICS         207 

These  primitives  may  be  stated  symbolically  as  follows : 

(1)  Ks[x3(p(x)]ocp{k)] 

(2)4>(x)=W(x)  .  0:  X3<p(-x)  .  =x?!Pr(x). 

The  chief  among  defined  ideas  and  proved  propositions 
of  class-logic  are  the  following: 

A  class  of  terms  is  composed  of  the  constants  that  sat- 
isfy a  propositional  function. 

A  propositional  function  that  is  false  for  every  value  of 
the  variable  in  it  defines  a  null-class. 

An  individual  x  is  identical  with  an  individual  y  if  and 
onlv  if  y  belongs  to  every  class  that  contains  x;  otherwise 
x  and  y  are  diverse. 

The  class  a  is  said  to  be  included  in  the  class  b,  and 
then  we  write  aob,  when  and  only  when  every  proposi- 
tion of  the  form  xga  implies,  for  the  same  x,  that  x^b. 

The  classes  a  and  b  are  said  to  be  identical  if  each 
includes  the  other. 

A  class  a  is  said  to  exist  when  and  only  when  the  logical 
sum  of  all  propositions  of  the  form  x^a  is  true. 

The  logical  product  of  two  classes  a  and  b  is  the  class 
of  terms  x  such  that  the  logical  product  of  the  two  propo- 
sitions, x£a,  xeb,  is  true. 

The  logical  sum  of  two  classes  a  and  b  is  the  class  of 
terms  x  such  that  the  logical  sum  of  the  two  proposi- 
tions, x«a,  xeb,  is  true. 

The  logical  product  of  a  class  c  of  classes  is  the  class 
of  terms  x  such  that  ucc  implies  xau. 

The  logical  sum  of  a  class  c  of  classes  is  the  class  of 
terms  x  such  that,  if  u«c  implies  u«k  for  all  u's,  then  xfk 
for  all  k's. 

When,  as  often  happens,  it  is  necessary  to  distinguish 
formally  between  a  singular  class  (one  having  but  one 
term)  and  its  term,  it  is  customary  to  place  the  Greek 
letter  z  before  the  symbol  for  the  class.  Thus,  if  a  be  a 
singular  class,  za  is  its  term.  Also  the  inverse  1  of  the 
Greek  letter,  if  placed  before  the  symbol  for  a  term,  gives 
a  symbol  for  the  singular  class  having  that  term  for  sole 


208        FOUNDATIONS  OF  MATHEMATICS 

term.  Thus,  if  x  be  a  term,  ?x  denotes  the  corresponding 
singular  class. 

The  laws  of  tautology  for  class  multiplication  and 
summation  are  the  facts  that  the  logical  product  of  a 
class  by  the  class  is  the  same  class,  and  the  sum  of  a 
class  and  the  class  is  again  just  the  class. 

If  we  write  x  —  ea  for  the  negative  of  x« a,  then  the 
negative,  —  a,  of  the  class  a,  is  defined  by  —  a .  = .  x  £ 
(x — £  a)  ;  that  is  the  class,  —  a,  is  the  class  of  terms  x 
such  that  x  is  an  a  is  false. 

The  negative  of  the  negative  of  a  class  is  this  class:! 
—  ( — a)  =  a,  the  law  of  double  negation  for  classes. 

The  laws  of  commutation,  association  and  distribution 
are  valid  for  the  logical  multiplication  and  addition  of 
classes;  thus,  if  a,  b,  c  be  classes,  then  ab  =  ba,  a-f-b  = 
b  +  a,  a(bc)  =  (ab)c,  a  +  (b  +  c)  =  (a  +  b)  +  c, 
a(b  +  c)=ab  +  ac,  a -f-  (b  +  c)  =  (a  +  b)  +  (a  +  c). 

The  foregoing  class-logic  definitions  in  terms  of  ideas 
in  the  propositional  logic  serve  to  exhibit  the  close  con- 
nection and  interpenetration  of  the  two  logics.  Their 
parallelism,  too,  is  striking.  Thus  to  the  propositional  syl- 
logism, 'p  implies  q  and  q  implies  r'  implies  'p  implies  r/ 
corresponds  the  class  syllogism;  if  a  is  included  in  b,  and 
b  in  c,  then  a  is  included  in  c.  The  parallelism  is  not, 
however,  thoro-going,  and  may  not  be  incautiously  em- 
ployed. For  example,  if  p,  q  and  r  denote  propositions 
and  if  a,  b,  c  denote  classes,  then  we  have  pqor  =  per  woqor, 
but  not  aboc  =  aoc  wboc. 

The  Calculus  or  Logic  of  Relations. — We  come  now  to 
the  latest  (in  point  of  development),  the  subtlest,  the 
profoundest,  and,  for  mathematics,  the  most  significant 
division  of  modern  logistic.  Founded  by  Charles  S. 
Peirce  upon  the  extensional  view  of  relations — the  view 
that  a  relation  consists  of  the  class  of  couples  between 
which  it  subsists — elaborated  and  expounded  on  the  same 
view  by  Schroder  ('Algebra  der  Logik'),  the  Calculus  of 
Relations   was   then   refounded  by    Bertrand   Russell,   in 


FOUNDATIONS  OF  MATHEMATICS         209 

1900,  upon  the  intensional  view  of  relations,  and  by  him 
dressed  in  the  garb  of  a  slightly  modified  Peano  symbol- 
ism. It  is  this  last  theory,  mainly  due  to  Mr.  Russell, 
of  which  the  following  account  is  a  sketch : 

This  logic  is  characterized  by  two  primitive  ideas  and 
eleven  primitive  propositions. 

The  primitive  ideas  are:  (1)  the  notion  of  relation — 
symbolized  by  R  and  written  rel;  (2)  the  notion  of  iden- 
tity— denoted  by  the  symbol   |\ 

The  primitive  propositions  are  as  follows: 

(1)  R  being  a  relation,  xRy  means  for  all  x's  and 
y's  that  x  has  the  relation  R  to  y. 

(2)  Given  any  R,  there  is  a  relation  R' — called  the 
converse  of  R — such  that  xR'y  is  equivalent  to  yRx. 

(3)  If  x  and  y  be  any  two  definite  terms,  there  is  a 
relation  that  x  has  to  y  and  that  does  not  subsist  between 
any  other  couple  of  terms. 

(4)  If  K  be  a  class  of  relations,  the  logical  sum  of 
the  relations  of  K  is  a  relation,  where  by  logical  sum  is 
meant  the  class  of  relations  R  such  that,  if  an  R  relates 
an  x  to  a  y,  there  is  in  K  a  relation  R'  relating  that  x  to 
that  y  and  that,  if  an  R'  of  K  relates  an  x  to  a  y,  that  x 
is  related  to  that  y  by  an  R. 

(5)  If  K  be  a  class  of  relations,  the  logical  product  of 
the  relations  of  the  class  is  a  relation,  where  by  this 
product  is  meant  the  class  of  relations  R  such  that  if  an 
R  relate  an  x  to  a  y,  then  each  relation  R'  of  K  relates 
that  x  to  that  y  and  that,  if  an  x  be  related  to  a  y  by  each 
R'  of  K,  that  x  is  related  to  that  y  by  one  of  the  R's. 

(6)  If  any  term  x  is  related  to  a  term  y  by  a  relation 
Ri,  and  if  y  is  related  to  z  by  R2,  x  is  related  to  z  by  a 
relation  R1R2,  called  the  relative  product  of  Ri  and  R2. 

(7)  The  negative,  — R,  of  a  relation  R  is  a  relation, 
where  —  R  means  that  the  proposition,  x  —  Ry,  is  equiva- 
lent to  the  proposition  x  is  not  related  to  y  by  R. 

(8)  The  symbol  (as  employed  in  the  class-logic)  is, 
or  expresses,  a  relation. 


210         FOUNDATIONS  OF  MATHEMATICS 

(9)  Identity   (the  primitive  notion)   is  a  relation, 

(10)  Any  term  x  is  identical  with  that  term  x. 

(11)  Identity  implies  identity. 

If  we  denote  the  assertion  that  a  thing  exists  by  writ- 
ing before  its  symbol  the  symbol  3  (inverse  of  the  letter 
E),  denote  the  logical  sum  and  product  of  a  class  K 
of  relations  respectively  by  the  symbols,  W'K  and  ^'K, 
and  denote  by  $  the  class  of  terms  that  may  stand  before 
an  R — i.e.,  its  domain — and  by  g  the  codomain  or  class  of 
terms  that  may  come  after  R,  then  the  foregcing  primi- 
tive propositions  may  be  written  in  symbollic  form  as 
follows : 

(1)  R  e  rel  .  0  :  xRy  .  =  .  x  has  the  relation  R  to  y ; 

(2)  R  e  rel .  d  .  3  rel  ~  R/  3  (xR'y  .  =  .  yRx) ; 

(3)  31  rel  ~R  3  (§  =  ix  .  §  =  [iy)  ; 

(4)  W'K  e  rel ; 

(5)  ~'Ke  rel; 

(6)  R2R2  erel; 

(7)  —  Re  rel; 

(8)  e  e  rel ; 

(9)  1' e  rel; 

(10)  x  e  rel; 

(11)  I'D  1'. 

It  will  be  observed  that  a  relation  has  sense;  that  is, 
xRy  means  to  assert  that  R  relates  the  antecedent  x  to 
the  consequent  y,  and  not  y  to  x. 

The  class  of  the  antecedents  is  the  domain  of  the  rela- 
tion; that  of  the  consequents  is  the  co-domain;  and  the 
logical  sum  of  the  domain  and  the  co-domain  is  the  field  of 
the  relation. 

Relations  admit  of  important  classifications.  Thus  a 
relation  R  is  uniform  if  each  of  its  antecedents  has  the 
relation  to  one,  and  but  one,  of  the  consequents.  A  rela- 
tion R  is  biuniform  if  R  is  uniform  and  its  converse  R 
is  also  uniform.  R  is  symmetric  if  xRy  implies  yRx;  it  is 
non-symmetric  if  xRy  and  yRx  are  both  true  for  some 
but  not  all  pairs  of  values  of  x  and  y;  and  asymmetric  if, 


FOUNDATIONS  OF  MATHEMATICS         211 

when  xRy  is  true,  yRx  is  false.  R  is  transitive  if  the 
logical  product  of  xRy  and  yRz  implies  xRz ;  non-transi- 
tive if  the  three  statements  are  true  for  some  but  not  all 
triplets  of  values  of  x,  y,  z ;  and  intransitive  if  xRz  is  false 
when  xRy  and  yRz  are  both  true.  Thus  the  relation  of 
equality  is  both  symmetric  and  transitive;  the  relations, 
greater  than  and  less  than,  are  transitive  but  asymmetric; 
the  relation,  implies,  is  non-symmetric  but  transitive;  and 
the  relation  £  is  asymmetric  and  non-transitive. 

A  relation  R  is  reflexive  if,  like  equivalence,  for  ex- 
ample, it  holds  between  an  x  and  that  x. 

The  relation  R  is  included  in  the  relation  R'  if  xRy 
implies  xR'y  for  all  values  of  x  and  y;  and  R  and  R'  are 
equivalent  if  each  includes  the  other. 

Among  the  theorems  that  enter  the  logic  of  relations 
the  two  following  ones,  which  are  converses  of  one  an- 
other, are  specially  noteworthy : 

(1)  The  relative  product  of  a  relation  and  the  converse 
relation  is  a  symmetric  and  transitive  relation ; 

(2)  Every  relation  that  is  symmetric  and  transitive  is 
equivalent  to  the  relative  product  of  a  uniform  relation 
and  the  converse  relation. 

The  last  states  the  principle  of  the  so-called  definition 
"by  abstraction." 

The  Thesis  Justified. — A  sketch  of  modern  logic  having 
been  premised,  the  above-stated  thesis  regarding  the  con- 
nection of  mathematics  with  symbolic  logic  remains  now 
to  be  justified  by  taking  up  serially  the  ideas  upon  which 
the  chief  divisions  of  mathematics  have  been  built  up,  and 
presenting  them  in  terms  of  the  primitives  (above  given) 
of  logic.  Conceiving  mathematics  as  falling  into  Analysis 
and  Geometry,  we  may  begin  with  the  former,  tho  in  this 
connection  some  ideas,  as  that  of  order,  belong  as  well 
to  geometry  as  to  analysis.  The  reader  should  note  that 
all  definitions  are  given  directly  or  indirectly  in  terms 
of  the  above-given  logical  ideas. 

The  Cardinal  Theory  of  Cardinals. — The  cardinal  num- 


212        FOUNDATIONS  OF  MATHEMATICS 

bers  may  be  defined  either  with  or  without  use  of  the 
notion  of  order,  giving  rise  to  two  theories  of  the  cardi- 
nals, namely,  the  cardinal  and  the  ordinal.  It  will  be 
instructive  to  present  the  cardinal  theory  first. 

Two  classes,  a  and  b,  are  said  to  have  the  same  cardi- 
nal number  when  there  is  a  biuniform  relation  whose 
domain  includes  a  and  such  that  the  class  of  consequents 
of  the  terms  of  a  is  identical  with  b.  It  follows  that 
two  null-classes  have  the  same  number.  This  is  called 
zero,  and  denoted  by  the  symbol  o.  Plainly,  too,  two  sin- 
gular classes  have  the  same  number.  It  is  called  one,  and 
denoted  by  the  symbol  I.  It  is  to  be  noted  that  we  have 
defined  sameness  of  number  of  two  classes,  but  have  not 
yet  defined  number  of  a  (given)  class.  Two  classes  hav- 
ing the  same  number  are  said  to  be  equivalent.  Now 
equivalence  is  a  reflexive,  transitive  and  symmetric  rela- 
tion, so  that,  a  class  a  being  given,  there  is  a  class  of 
classes  each  equivalent  to  a  and  to  any  other  class  in  the 
class  of  classes.  The  number  of  the  class  a  is  defined  to 
be  the  class  of  classes  each  equivalent  to  a.  Two  classes 
without  a  common  term  are  said  to  be  disjoint.  If  a  and  b 
are  two  disjoint  classes,  and  if  oc  and  (5  are  their  cardinal 
numbers,  then  the  arithmetic  sum  of  <x  and  (5  is  the  car- 
dinal number  y  of  the  logical  sum  of  a  and  b.  The  com- 
mutativity  (a  +  fi  =  ft  +  a)  of  arithmetic  addition  is  evi- 
dent in  the  fact  that  the  notion  of  order  does  not  enter  the 
definition  of  such  addition.  Arithmetic  multiplication  (of 
cardinals)  is  definable  as  follows:  Let  k  be  a  class  of 
disjoint  classes  of  which  none  is  a  null  class.  The  class 
of  classes  formed  by  taking  (to  compose  a  class)  one, 
and  but  one,  term  of  each  of  the  classes  k,  is  named  the 
multiplicative  class  of  the  classes  k.  The  cardinal  num- 
ber of  this  multiplicative  class  is  named  product  of  the 
cardinal  numbers  of  the  classes  k.  The  notion  of  order 
being  absent,  the  validity  of  the  commutative  law  ( <*/? 
=  /3a)  is  obvious.  And  the  laws  of  distribution  and  asso- 
ciation are  readily  shown  to  be  valid. 


FOUNDATIONS  OF  MATHEMATICS         213 

It  is  noteworthy  that  in  the  foregoing  there  enters  no 
distinction  of  finite  and  infinite  class  or  number,  and  that 
the  theory  is  applicable,  therefore,  alike  to  finite  and  to 
infinite  cardinals.  A  class  is  said  to  be  infinite  or  finite 
according  as  it  contains  or  does  not  contain  a  part,  or 
sub-class,  such  that  a  biuniform  relation  (a  one-to-one 
correspondence)  subsists  or  does  not  subsist  between  the 
terms  of  the  class  (the  whole)  and  the  sub-class  (the 
part).  And  the  number  of  a  class  is  said  to  be  infinite 
or  finite  according  as  the  class  is  infinite  or  finite. 

The  Ordinal  Theory  of  Cardinals. — This  begins  by  ad- 
joining to  the  foregoing  definitions  of  zero  (o)  and  one 
(1),  the  two  definitions:  (1)  The  successor  of  a  cardinal 
n  is  the  cardinal  n  -f-  1,  the  arithmetic  sum  (already  de- 
fined in  logical  terms)  of  n  and  1 ;  (2)  N  is  the  class  of 
cardinals  that  belong  to  every  class  c  that  contains  both 
zero  and  the  successor  of  every  cardinal  that  it  contains. 
This  last  definition  states  the  principle  of  mathematical 
induction.  It  readily  admits  of  proof  that  N  is  an  infinite 
class,  but  that  all  the  cardinals  in  N  are  finite,  so  that, 
unlike  the  cardinal  theory,  the  ordinal  theory  of  cardinals 
applies  only  to  finite  cardinals.  It  is  not  difficult  to  estab- 
lish the  propositions  that  zero  is  in  N ;  that,  if  a  is  in  N, 
the  successor  of  a  is  in  N ;  that,  if  a  is  in  N,  the  successor 
of  a  is  not  zero ;  that,  if  the  successor  of  a  is  identical  with 
the  successor  of  b,  a  and  b  are  themselves  identical;  and, 
without  using  other  than  logical  primitives,  to  erect  the 
entire  arithmetic  of  the  finite  integers. 

The  Notion  of  Order. — The  definition  of  this  exceed- 
ingly important  notion  is  a  notable  achievement  of  recent 
investigation.  Whatever  order  is,  it  was  noticed  that  it 
might  -be  linear,  any  two  terms  of  the  ordered  class  being 
the  one  before,  the  other  after,  with  or  without  a  term 
between,  the  class  so  ordered  being  called  an  open  series ; 
or  it  might  be  circular,  of  which  a  term  cannot  be  said 
to  be  before  or  after  another,  but  of  which  we  are  en 
abled  to  say  merely  that  a  pair  of  terms,  a,  b,  is  separated 


2i4        FOUNDATIONS  OF  MATHEMATICS 

by  a  pair,  c,  d,  if  the  four  terms  are  arranged  thus: 
acbda  .  .  .  or  adbca  .  .  .,  a  class  thus  ordered  being 
described  as  a  closed  series.  The  sense  of  the  disposition 
ab  is  disregarded,  so  that  ab  and  ba  are  the  same;  ac- 
cordingly, a  triplet  of  terms  is  essential  to  linear  order; 
thus  abc  (or  cba)  differs  from  acb  (or  bca),  and  enables 
us  to  say  that  one  of  the  terms  is  between  the  other  two. 
Similarly,  disregarding  sense,  three  terms  cannot  be  in 
circular  order,  for  abca  is  then  the  same  as  acba.  Hence 
four  terms  are  the  element  in  case  of  circular  order. 

What  order  is  has  been  ascertained  by  inductive  study 
of  the  various  relations  that  generate  order.  These,  which 
reduce  apparently  to  six  distinct  varieties,  cannot  be  here 
presented.  It  is  found,  however,  that  any  order,  no  matter 
by  what  relation  it  is  generated,  is  generable  by  a  transitive 
asymmetric  relation.  That  is  to  say,  if  we  have  any  ordered 
class  of  terms,  the  order,  whatever  it  may  be,  is  regardable 
as  being  set  up  by  some  asymmetrical  transitive  relation 
R,  such  that,  x  and  y  being  any  two  terms  of  the  class 
xRy,  or  else  yRx  is  true  but  one  of  them  is  false;  that, 
R  being  transitive,  the  logical  product  of  xRy  and  yRz 
implies  xRz ;  that  the  converse  of  R  is  also  transitive  and 
asymmetric;  and  that,  given  any  term  x  of  the  class  the 
remaining  terms  fall  into  two  classes  y  and  z  such  that 
xRy  and  zRx;  and  thus,  of  any  three  terms,  x,  y,  z  of  the 
class,  one  of  them,  as  y,  is  between  the  other  two — i.e., 
xRy  and  yRz,  or  zRy  and  yRx.  A  simple  example  is  that 
of  the  class  N  of  finite  cardinals  ordered  by  the  relation 
greater  than.  Another  example  is  that  of  the  class  oc 
points  of  a  line  of  unit  length  extending  from  o  to  I,  the 
points  o  and  I  being  both  included;  the  points  being 
taken  in  their  so-called  natural  order  of  increasing  dis- 
tance from  o ;  the  order  may  be  regarded  as  established  by 
the  asymmetric  transitive  relation,  farther  from  o. 

Ordinal  Numbers. — We  are  now  prepared  to  define  or- 
dinal numbers,  or  types  of  order,  which  must  not  be  con- 
founded with  the  terms  of  the  familiar  series,  first,  sec- 


FOUNDATIONS  OF  MATHEMATICS        215 

ond,  third,  and  so  on*  Two  series,  u  and  v,  are  said  to 
be  like  when  there  is  between  them  a  biuniform  rela- 
tion such  that  for  every  pair  of  terms  ai,  bi  of  u  and 
their  correspondents  a2,  b2  of  v,  if  ai  precedes  bi,  aa  pre- 
cedes ba;  or,  the  likeness  may  be  affirmed  of  the  two 
relations  by  which  the  series  u  and  v  are  generated.  It  is 
noteworthy  that  likeness  is  to  series  or  their  generating 
relations  analogous  to  equivalence  in  case  of  classes.  Like 
equivalence,  the  relation  of  likeness  is  reflexive,  sym- 
metric and  transitive. 

The  ordinal  number,  or  order-type,  of  a  series  u  is 
the  class  of  series  each  like  to  u.  If  a  series  be  a 
finite  class,  its  ordinal  number  is  uniquely  determined  by 
its  cardinal  number,  the  two  numbers  obey  the  same  laws 
of  operation  and  are  (owing  to  the  failure  of  man  to 
distinguish  between  them)  denoted  by  the  same  symbol. 
Thus  the  cardinal  three  and  the  ordinal  three  are  both 
denoted  by  3;  yet  they  are  radically  different  things; 
for  the  cardinal  three  contains,  for  example,  the  class 
composed  of  the  individuals  a,  b,  c,  but  not  the  series 
a,  b,  c  as  such ;  while  the  ordinal  three  contains  that  series 
and  the  distinct  series  b,  a,  c,  among  others.  In  the  field 
of  infinites,  the  difference  between  the  concept  of  ordinal 
number  and  that  of  cardinal  not  only  may,  but  must,  be 
observed.  For  the  laws  of  operation  are  then  no  longer 
the  same  for  the  two  kinds  of  numbers.  For  cardinals, 
whether  finite  or  not,  the  commutative  law  of  addition 
holds  without  exception;  not  so,  however,  for  ordinals. 
For  example,  denote  by  <x  the  infinite  ordinal  number  of 
the  endless  series  ai,  a2,  a3,  .  .  .  ,  and  by  3  the  ordinal 
number  of  the  series  bi,  b2,  bs;  then  the  ordinal  number  Of 
the  series  bi,  b2,  bs,  ai,  a2,  a3,  .  .  .  is  naturally  3  -f-  a ;  that 
of  the  series  ai,  a2,  a3,  .  .  .  bi,  b2,  bs,  is  «  +  3J  ^mt:  the  last 
two  series  are  not  similar,  so  that  3+a  is  not  the  same 
number  as  a  -f-  3 ;  hence  not  all  ordinals  obey  the  commu- 
tative law  of  addition.  And  so  for  other  laws  of  opera- 
tions.    The  calculus  of  infinite  cardinals  and  the  distinct 


216        FOUNDATIONS  OF  MATHEMATICS 

calculus  of  infinite  ordinals  are  among  the  most  beautiful 
and  inspiring  creations  of  mathematics.  Philosophers  and 
theologians  have  yet  to  learn  to  appreciate  the  significance 
of  these  doctrines,  both  of  which  are  due  mainly  to  the 
subtle  creative  genius  of  Georg  Cantor,  tho  others  have 
made  important  contributions  to  their  development  and 
refinement. 

Rational  Numbers. — Rational  numbers,  or  fractions,  are 
defined  to  be  certain  relations  between  the  integers  or 
cardinal  numbers.  This  may  be  made  clear  as  follows: 
Let  the  small  letters,  a,  b,  c,  d,  e,  .  .  .  denote  integers. 
Suppose  that  ab  =  c,  db  =  e,  .  .  .  It  is  obvious  that  to 
b  there  corresponds  a  relation,  conveniently  denoted  by 
B,  which  consists  in  the  fact  that  ab  =  c,  db  =  e,  ...  . 
Similarly,  to  any  other  integer,  as  m,  there  corresponds 
a  relation  M  such  that  pMq  means  that  pm  =  q.  Now 
suppose  that  ab  =  cd ;  then  we  may  write  ab  =  p,  cd  =  p, 
whence  aBp  and  dCp.  From  the  last  follows  pCd,  while 
from  this  and  aBp  follows  aBCd.  The  compound  relation 
BC,  uniquely  determined  by  the  integers  b  and  c,  is  named 
fraction,  and  denoted  by  the  familiar  symbol  6/c.  All  such 
relations  together  constitute  the  class  of  fractions  or  so- 
called  rational  numbers.  Rational  numbers  having  the 
cardinal  i  for  denominator  are  usually  denoted  by  the 
symbol  for  the  numerator,  and  are  thus  made  to  appear 
as  cardinals.  Cardinals,  however,  they  are  not,  as  is 
evident  by  comparing  definitions:  a  cardinal  is  a  class; 
a  rational  is  a  relation.  Upon  this  relational  basis  the 
entire  theory  of  rationals  is  easily  built  up. 

Positive  and  Negative. — It  is  to  be  noted  and  kept  in 
mind  that  cardinal  numbers  and  rational  numbers  are 
neither  positive  nor  negative.  Each  of  them  is  signless. 
Numbers  having  sign  (-j-or — )  are  defined  as  follows: 
If  two  integers  are  consecutive,  there  is  a  relation  between 
them,  the  same  for  every  pair  of  consecutives,  by  virtue  of 
which  one  of  them  precedes  and  the  other  follows.  De- 
note this  relation  by  R.    Then,  a  and  b  being  integers,  the 


FOUNDATIONS  OF  MATHEMATICS        217 

proposition  aRb  means  that  a  +  I  =b.  The  relation  R  is 
asymmetric  but  intransitive.  If  aRb  and  bRc,  then  aRRc 
or  aR2c,  and  so  on.  The  powers  of  R  are  also  asymmetric 
relations.  The  converse  of  Rp  is  ftp,  that  is  (R)p;  s 
that  aRps  =  sftpa,  the  left-hand  member  signifying  simply 
that  a  +  P  =  s,  and  the  right-hand  member  that  s  —  p  =  a. 
The  relations  Rp  and  Rp  are  defined  to  be  respectively 
the  positive  and  negative  integers,  commonly  denoted  by 
+  p  and  —  p.  Next  let  a,  b,  c,  .  .  .  denote  rational  num- 
bers or  fractions.  Suppose  that  the  sum  of  a  and  b  is  c, 
then  corresponding  to  b  there  is  a  relation  B  such  that 
aBc  means  that  a-f-b  =  c,  that  mBn  means  m  +  b==n, 
and  so  on.  This  relation  B  is  defined  to  be  a  positive  frac- 
tion, and  is  denoted  by  -f-  b.  The  converse  relation  B 
is  named  negative  fraction,  is  denoted  by  —  b,  and  is  such 
that  mBn  means  n  —  b  =  m.  The  reader  should  not  fail 
to  discriminate  the  integer  a  and  the  positive  integer  -f-  a ; 
the  former *is  a  class,  the  latter  a  relation.  Similarly,  the 
fraction  a  and  the  positive  fraction  +-a  are  distinct :  both 
are  relations,  but  the  relations  are  by  no  means  the  same. 
Real  Numbers. — Consider  the  ensemble  Ei  of  all  the 
rational  numbers  less  than  the  rational  number  1,  and  the 
ensemble  E2  of  all  rationals  whose  squares  are  less  than 
the  rational  2.  Each  of  the  ensembles  possesses  the  prop- 
erties: it  does  not  contain  all  the  rational  numbers;  it 
contains  every  rational  number  that  is  less  than  any  ra- 
tional whatever  (any  variable  rational)  contained  by  it; 
that  is,  if  it  contains  the  rational  x,  it  contains  every 
rational  less  than  x;  it  contains  no  number  greater  than 
all  the  other  numbers  in  it.  Any  class  of  rational  num- 
bers that  has  the  three  properties  stated  is  named  segment 
(of  rationals).  Given  any  segment,  s,  the  class  composed 
of  all  other  rationals  may  be  conveniently  denominated 
cosegment  of  s  (complement  of  s).  A  segment  of  ra- 
tional numbers  is  called  a  real  number,  which  is  thus  a 
class.  The  real  number  Ei  is  named  one,  and  denoted 
by  1.    The  real  number  E2  is  named  square  root  of  2,  and 


218        FOUNDATIONS  OF  MATHEMATICS 

denoted  by  the  usual  symbol.  Segments  fall  into  two 
classes,  according  as  their  cosegments  contain  or  do  not 
contain  a  minimum  number,  one  that  is  smaller  than  every 
other  number  in  the  cosegment.  The  segments,  or  reals, 
of  the  latter  kind  are  called  irrationals.  Those  of  the 
former  kind  are  commonly  called  rational  numbers,  tho 
they  are  obviously  very  different  from  the  rationals,  mere- 
ly corresponding  to  them.  Thus  the  symbol  2,  for  ex- 
ample, denotes  the  cardinal  two,  the  positive  integer  two, 
the  rational  two,  and  the  real  number  two,  all  different 
ideas  manageable  by  the  same  laws  of  operation.  The 
theory  of  real  numbers,  as  thus  defined,  turns  out  to  be 
identical  with  that  arising  from  the  usual  definition  of 
reals,  and  has  the  advantage  of  not  having  to  assume  a 
limit  where  there  is  none,  as,  for  example,  in  case  of  the 
foregoing  segment  E2.  The  notion  of  limit,  -lot  yet  em- 
ployed, will  be  defined  in  the  following  section. 

The  Concept  of  Continuum. — This  most  important  con- 
cept is  definable  in  terms  of  order  and  without  use  of 
metric  or  magnitudinal  considerations.  The  process  is 
due  to  that  primate  among  subtile  thinkers,  Georg  Cantor. 
Denote  by  V  the  order-type  represented  by  the  ensemble 
of  rational  numbers  taken  in  order  of  magnitude.  Any 
series  of  this  type  has  the  following  three  properties: 
(1)  It  is  denumerable;  (2)  it  has  neither  a  first  nor  a 
last  term;  (3)  it  is  compact;  that  is,  between  any  two  of 
its  terms  there  is  another  term  of  it.  By  calling  it  de- 
numerable it  is  meant  that  a  biuniform  relation  subsists 
between  its  terms  and  the  terms  of  the  series  1,  2,  3,  4, 
.  .  .  That  it  is  denumerable  may  be  shown  easily.  Ar- 
range the  rationals  in  a  series  by  beginning  with  1/i,  fol- 
lowing this  with  those  having  3  for  sum  of  numerator  and 
denominator,  these  with  the  fractions  having  4  for  sum  of 
terms,  and  so  on,  omitting  any  fraction  that  is  equal  to  a 
predecessor  in  the  series.  The  series  is:  1/h  %/s,  2/i,  l/», 
*/i,  V*,  2/3»  "A  V1'  •  •  •  >  the  fractions  having  same  number 
for  sum  of  terms  being  arranged  according  to  increasing 


FOUNDATIONS  OF  MATHEMATICS        219 

magnitude.  It  is  now  plain  that  we  can  correlate  the  first 
term  of  the  series  with  1,  the  second  with  2,  the  third  with 
3,  and  so  on,  so  that  each  term  gets  paired  with  an  integer, 
and  conversely;  hence  the  series  of  rationals  or  any 
other  series  of  type  rj  is  denitmerable. 

A  series  of  the  type  of  the  series  1,  2,  3,  .  .  .  is  named 
progression.  A  progression  all  of  whose  terms  are  terms 
of  a  series  V  is  called  a  fundamental  progression  of  ?/; 
an  ascending  progression  of  its  terms  follow  in  the  same 
order  or  sense  as  those  of  V,  but  descending  if  in  the  con- 
trary sense.  'A  class  of  terms  belonging  to  a  series  is 
said  to  have  a  limit  x  when  and  only  when  x  immediately 
follows  (or  precedes)  the  class  but  does  not  immediately 
folow  (or  precede)  any  one  term  of  the  class.  A  funda- 
mental progression  of  a  series  y  has  a  limit  x  if  x  be  in  rj 
and  immediately  follows  (or  precedes)  all  the  terms  of 
the  progression.  Again,  a  series  is  said  to  be  perfect  when 
and  only  when  all  of  its  fundamental  progressions  have 
limits  and  all  of  its  terms  are  limits  of  fundamental  pro- 
gressions. 

These  definitions  premised,  we  are  now  prepared  to 
define  continuum.  A  series  is  said  to  be  continuous  if  it 
is  perfect  and  contains  a  series  of  type  V.  It  admits  of 
proof  that  an  ensemble  that  belongs  to  a  perfect  series, 
is  denumerable  and  has  a  term  between  every  pair  of 
terms  of  the  containing  series,  is  of  type  V.  Hence  we 
may  say  that  a  series  S  is  continuous  if  it  is  perfect  and 
if  it  contains  a  denumerable  class  having  a  term  between 
every  two  terms  of  S.  A  standard  example  of  a  con- 
tinuum is  the  class  of  the  real  numbers  equal  to  or  greater 
than  zero  and  equal  to  or  less  than  1.  This  continuum  is 
commonly  represented  by  the  class  of  points  of  a  line  seg- 
ment of  unit  length,  it  being  assumed  that  the  series  of 
such  points  and  the  mentioned  series  of  real  numbers  are 
like.  ' 

Multiple  Series  and  Geometry. — The  remainder  of  this 
article,  which  aims  at  merely  sketching  modern  thought 


220        FOUNDATIONS  OF  MATHEMATICS 

on  the  foundations  of  mathematics,  will  be  devoted  to 
Geometry.  For  many  centuries,  indeed  down  to  the  early 
part  of  the  last  century,  the  term  geometry  meant  Euclid- 
ean geometry,  and  the  propositions  constituting  it — the 
axioms  and  postulates,  together  with  the  theorems  de- 
duced therefrom — were  regarded,  not  merely  as  a  set  of 
assumptions  and  deductions  from  them,  thus  constituting 
a  coherent  body  of  doctrine  suspended  in  the  intellectual 
air,  but  as  true  statements  about  actual  space.  And  so 
geometry  has  often  been  said  to  be  the  science  of  space, 
where  "space"  was  used  to  denote  actual  or  sensuous 
space,  and  not,  as  in  recent  years,  merely  the  ensemble 
of  elements,  whether  existent  or  not,  about  which  geome- 
try discourses.  One  of  the  Euclidean  premises,  however, 
namely,  the  so-called  parallel  axiom,  seemed  to  critical 
.minds  to  be  not  sufficiently  "self-evident,"  and  yet  baf- 
fled all  attempts  (of  which  there  is  a  vast  literature,  and 
still  increasing  by  occasional  contributions  of  the  ill  in- 
formed) to  deduce  it  as  a  theorem  from  the  other  Euclid- 
ean axioms.  At  length  appeared  the  geometries  of  Lo- 
bachevski  and  Bolyai,  in  which  the  axiom  in  question* 
was  denied.  The  fact  that  these  geometries  contradict 
the  Euclidean  at  many  points  (for  example,  regarding 
the  sum  of  the  angles  of  a  triangle)  and  are  at  the  same 
time  both  free  from  interior  contradiction  and  from  con- 
tradictability  by  experimental  measurement  or  other  ex- 
perience, lead  first  to  the  suspicion  and  then,  through  the 
discovered  possibility  of  manifold  geometries  each  con- 
sistent with  itself  but  inconsistent  with  the  others,  to  the 
conviction  that  the  attempt  to  describe  space  results  in 
an  experimental  science  like  physics  or  biology,  that  the 
so-called  geometry  thus  arising  is  but  a  branch  of  what 
is  commonly  denominated  applied  mathematics  (tho  there 
is,  strictly  speaking,  no  such  thing  as  applied  mathemat- 
ics), and  that  geometry,  regarded  as  a  branch  of  mathe- 
matics, is  to  be  regarded  and  justified,  not  as  a  description 
of  actual  space,  but,  like  every  other  branch  of  mathe- 


FOUNDATIONS  OF  MATHEMATICS        221 

matics,  as  a  hypothetico-deductive  system.  A  given  geom- 
etry consists  of  certain  assumptions  A  and  certain  theo- 
rems T  deducible  from  A.  The  truth  of  the  geometry 
resides  in  the  implication  of  the  theorems  T  by  the  as- 
sumptions A,  and  not  in  their  practical  usability  in  the 
business  of  the  work-a-day  world — not  in  any  applications 
to  the  concrete  facts  of  the  universe. 

In  recent  years  numerous  memoirs  on  the  foundations 
of  geometry  have  been  produced  by  European  and  Ameri- 
can mathematicians.  A  striking  result  of  such  many-sided 
investigation  is  that  the  subject  matter  of  what  is  called 
geometry  is  multiple  series ;  that  is,  series  of  two  or  more 
dimensions.  These  terms  may  be  explained  as  follows: 
A  series  si  generated  by  an  asymmetrical  transitive  rela- 
tion R  is  said  to  be  simple,  no  matter  what  the  nature  of 
the  terms  of  Si.  Suppose,  now,  that  each  term  of  Si  is 
itself  a  simple  series  or  an  asymmetric  transitive  relation 
(for  the  relation,  and  not  the  terms,  is  the  essence  of  a 
series).  The  class  of  all  the  terms  in  all  the  fields  of  the 
terms  of  Si  is  said  to  be  a  series  of  two  dimensions.  Call 
it  sz.  For  an  image,  the  reader  may  think  of  Si,  as  the 
series  of  the  lines  of  a  plane  that  are  parallel  to  a  given 
line.  Each  line  (term  of  Si)  is  a  simple  series  (asym-. 
metric  relation)  of  points.  The  plane  s2  is  the  field  of  all 
the  points  of  all  the  lines  of  Si.  Next  suppose  the  terms 
of  S2  to  be  each  of  them  an  asymmetric  transitive  relation. 
Thus  arises  a  three-dimensional  series  Ss,  the  field  of  the 
fields  of  the  fields  of  the  terms  of  Si.  The  process  here 
indicated,  or  its  reverse,  will,  if  continued,  lead  to  the 
concept  of  a  series  of  n  dimensions.  It  is  noteworthy 
that  the  ordinary  complex  numbers  of  the  type  x  -f-  iy, 
where  x  and  y  are  real  numbers  and  i  is  the  square  root 
of  —  i,  constitute  a  double  series,  and  that  the  result  of 
assigning  to  y  the  value  zero  is,  contrary  to  customary 
speech,  not  a  real  number. 

Projective  Geometry. — The  study  of  such  multiple  se- 
ries, or  of  the  relations  generating  them,  has  yielded  three 


222        FOUNDATIONS  OF  MATHEMATICS 

grand  types  of  geometry:  Projective,  Descriptive  and 
Metric.  These  agree  in  the  fact  that  they  are  concerned 
with  multiple  series  of  what  are  called  points.  But  the 
terms  of  the  series  might  as  well  be  called  roints,  "slithy 
toves,"  "wabes,"  or  any  other  names,  for,  as  will  be  seen, 
"point"  is  to  be  merely  the  name  of  a  class-concept,  no 
matter  what,  whose  individuals  satisfy  certain  relations 
prescribed  by  the  hypotheses  or  assumptions  or  postulates 
or  so-called  axioms  (all  the  terms  are  in  use)  that  are 
chosen  for  undemonstrated  propositions  of  whatever  ge- 
ometry is  being  built  up.  In  what  respects  the  three  grand 
divisions  differ  fundamentally  will  appear  in  the  sequel. 
For  each  of  the  varieties  in  question  there  have  been 
found  various  systems  of  basal  hypotheses,  so  that  an 
(undemonstrated)  proposition  of  one  system  may  be  a 
theorem,  a  proposition  demonstrated  on  the  basis  of  an- 
other system  serving  for  a  basis  of  the  same  geometry. 

The  following  system  of  basal  assumptions  for  projec- 
tive geometry  is  due  to  Pieri :  T  principii  della  Geometria 
di  posizione  composti  in  sistema  logico  deduttivo'  ['Memo- 
rie  della  R.  Accad.  delle  Scienze  di  Torino,'  second  series, 
vol.  XLVIII,  1898].  An  analysis  of  the  system  is  found 
in  Russell's  'Principles  of  Mathematics,'  and  also  in  Cou- 
turat's  'Les  Principes  des  Mathematiques.'  The  basis 
upon  which  Pieri  erects  the  beautiful  edifice  of  projective 
geometry  consists  of  the  following  assumed  (undemon- 
strated) propositions: 

I.  Points  form  a  class. 

II.  There  is  at  least  one  point. 

III.  If  a  is  a  point,  there  exists  a  point  other  than  a. 

IV.  If  a  and  b  are  two  different  points,  the  straight 
line  ab  is  a  class. 

V.  Each  term  of  this  class  is  a  point. 

VI.  If  a  and  b  are  two  different  points,  the  straight 
line  ab  is  contained  in  the  straight  line  ba. 

VII.  If  a  and  b  are  different  points,  a  belongs  to  the 
straight  line  ab. 


FOUNDATIONS  OF  MATHEMATICS         223 

VIII.  If  a  and  b  are  distinct  points,  the  straight  line  ab 
contains  at  least  one  point  distinct  from  a  and  from  b. 

IX.  If  a  and  b  are  distinct  points,  and  if  c,  a  point  of 
the  straight  line  ab,  is  distinct  from  a,  then  b  is  a  point 
of  the  straight  line  ac. 

X.  Under  the  hypothesis  of  IX,  the  straight  line  ac  is 
contained  in  the  straight  line  ab. 

XL  If  a  and  b  are  distinct  points,  there  exists  at  least 
one  point  not  belonging  to  the  straight  line  ab. 

XII.  If  a,  b  and  c  are  three  non-collinear  points,  and 
if  a'  is  a  point  of  be  other  than  b  and  c,  and  b'  a  point  of 
ac  other  than  a  and  c,  then  the  straight  lines  aa'  and  bb' 
have  a  point  in  common. 

XIII.  If  a,  b  and  c  are  non-collinear  points,  there  exists 
at  least  one  point  that  does  not  belong  to  the  plane  abc. 

XIV.  If  a,  b,  c  are  collinear  points,  their  fourth  har- 
monic does  not  coincide  with  c. 

XV.  If  a,  b,  c  are  three  distinct  points  of  a  straight 
line,  then  if  d,  a  point  of  the  line,  be  distinct  from  a  and 
from  c,  and  does  not  belong  to  the  segment  abc,  it  belongs 
to  the  segment  bca. 

XVI.  If  a,  b,  c  are  three  distinct  collinear  points,  then 
if  the  point  d  belongs  to  both  of  the  segments  bca  and 
cab,  it  cannot  belong  to  the  segment  abc. 

XVII.  If  a,  b,  c  are  distinct  collinear  points,  and  if  d 
belongs  to  the  segment  abc,  and  e  to  the  segment  adc, 
the  point  e  belongs  to  the  segment  abc. 

XVIII.  If  the  segment  abc  is  divided  into  parts  X  and 
Y  such  that  each  of  them  contains  at  least  one  point  and 
that  every  point  x  of  X  precedes  every  point  y  of  Y  in 
the  order  abc,  there  exists  at  least  one  point  z  of  the  seg- 
ment abc  such  that  every  point  of  abc  that  precedes  it 
belongs  to  X  and  every  point  of  abc  that  succeeds  it 
belongs  to  Y. 

Some  of  these  propositions  plainly  presuppose  certain 
definitions.  These  are  now  to  be  given,  along  with  some 
commentaries  designed  to  indicate  the  spirit  and  course 


224        FOUNDATIONS  OF  MATHEMATICS 

of  the  author's  thought.  Certain  diagrams,  which  the 
reader  may  readily  construct,  tho  they  are  not  essential, 
will  serve  to  make  clear.  Such  propositions  as  II  and 
III  show  that  no  more  points  are  to  be  assumed  than  are 
indispensable.  The  existence  of  others  is  to  be  proved. 
Thus,  in  the  matter  of  fundamental  assumptions,  William 
of  Occam's  famous  dictum  is  regulative:  'Entia  non  sunt 
multiplicanda  praeter  necessitatem.'  The  meaning  of  IV 
and  V  is  that  two  points  a  and  b  determine  a  class  of 
points,  named  straight  line,  and  denoted  by  ab,  where  by 
"determine"  is  meant  that,  given  any  pair  of  points,  there 
is  a  certain  definite  relation  R  that  holds  between  the 
pair  and  a  corresponding  unique  class  of  points.  The 
offices  of  a  and  b  being  indistinguishable,  it  follows  from 
VII  that  b,  too,  belongs  to  ab.  From  X  it  readily  follows 
that  a  straight  line  is  completely  determined  by  any  two 
of  its  points.  Number  XI,  with  preceding  postulates,  im- 
plies the  existence  of  at  least  several  straight  lines.  Num- 
ber XII,  which  is  not  valid  in  either  the  Euclidean  or 
the  Lobachevskian  (called  by  Klein  hyperbolic)  geometry, 
leads  to  the  conception  of  the  (projective)  plane.  The 
class  of  points  on  the  straight  lines  containing  a,  and  each 
of  them  a  point  of  be,  is  named  plane,  and  denoted  by 
abc.  It  is  then  proved  that  the  planes  abc,  acb,  bac,  bca, 
cab,  and  cba,  are  one  and  the  same ;  also  that  a  plane  is  de- 
termined by  any  three  of  its  non-collinear  points,  whence 
it  follows  that  a  plane  containing  two  points  of  a  straight 
line  contains  the  entire  line.  The  term  fourth  harmonic 
of  XIV  is  defined  as  follows:  The  fourth  harmonic  of 
three  collinear  points  a,  b,  c,  or  (as  it  is  often  called) 
the  harmonic  conjugate  of  c  with  respect  to  a  and  b,  is 
a  point  x  of  ab  such  that  there  exist  two  distinct  points 
u  and  v  collinear  with  c,  but  not  on  ab,  and  such  that  x 
is  collinear  with  the  intersections  of  au  with  bv  and  av 
with  bu.  The  point  x  is  constructed  by  means  of  a  figure 
(indicated  in  the  foregoing  definition)  known  as  the 
von  Staudt  Quadrilateral.     It  is  noteworthy  that  the  defi- 


FOUNDATIONS  OF  MATHEMATICS         225 

nition  implies  neither  the  existence  nor  the  unicity  of  x. 
The  former  is  readily  demonstrable  by  means  of  the  first 
twelve  postulates,  but  the  latter  requires  XIII ;  for  the 
unicity  depends  upon  the  theorem  of  homologous  trian- 
gles (found  in  every  book  of  projective  geometry),  and 
it  is  a  most  rotable  fact  that  this  plane  theorem  does  not 
admit  of  proof  except  by  the  help  of  points  outside  the 
plane — a  most  suggestive  fact.  What  is  true  in  a  given 
domain  of  experience  may,  nevertheless,  not  be  provable 
within  that  domain. 

The  straight  line  has  been  introduced  as  a  whole,  as  an 
orderless  class.  Pieri  endows  it  with  order,  thus  giving 
it  the  character  of  a  series  of  points,  as  follows:  Given 
a,  b,  c,  three  collinear  points.  Let  y  be  any  other  point 
of  the  line,  and  z  the  harmonic  conjugate  of  y  with  re- 
spect to  a  and  c.  Let  x  be  the  harmonic  conjugate  of 
b  with  respect  to  y  and  z.  By  taking  a  new  y,  and  hence  a 
new  z,  a  new  x  is  obtained.  The  class  of  x's  thus  obtain- 
able is  named  segment  abc.  It  is  shown  that  b  belongs 
to  the  segment,  that  its  extremities  a  and  c  do  not,  and 
that  the  segment  abc  is  the  same  as  the  segment  cba. 
The  segment  has  the  property :  if  a,  b,  c,  d  be  four  points 
of  a  straight  line,  and  if  a',  b',  c',  d'  be  four  points  so  situ- 
ated on  another  straight  line  that  the  lines  aa',  bb',  cc",  dd' 
have  a  point  in  common,  then  d'  belongs  to  the  segment 
aW  when  and  only  when  d  belongs  to  the  segment  abc. 
If  d  does  not  belong  to  the  segment  abc,  and  is  distinct 
from  a  and  c,  then,  the  four  points  being  collinear,  the 
points  a  and  c  are  said  to  separate  the  points  b  and  d. 
It  is  proved  that  the  relation  of  separation  is  symmetric; 
that  is,  that  the  points  a  and  c  are  also  separated  by 
b  and  d;  furthermore,  that  the  statement  is  valid  if  in  it 
we  exchange  the  points  of  either  couple.  The  ordering  of 
the  points  of  a  line  is  then  completed  by  means  of  the 
postulates  XV,  XVI  and  XVII.  Continuity  is  introduced 
by  number  XVIII.  The  effect  of  the  postulate  XIX, 
namely,  if  a,  b,  c,  d  are  four  non-complanar  points,  and  e 


226        FOUNDATIONS  OF  MATHEMATICS 

a  point  in  none  of  the  planes,  abc,  abd,  acd,  bed,  then 
there  exists  a  point  common  to  the  line  ae  and  the  plane 
bed,  is  to  restrict  the  geometry  to  a  space  of  three  dimen- 
sions. This  restriction  is  essential  to  the  duality  of  ordi- 
nary projective  geometry  in  virtue  of  which  the  notions 
point  and  plane  may  be  interchanged.  If  we  wish  to  pass 
to  projective  geometry  of  hyperspace,  postulate  XIX  must 
be  omitted  and  other  suitable  postulates  added.  One  such, 
for  example,  would  be:  if  a,  b,  c  and  d  be  four  points  not 
belonging  to  a  same  plane,  there  exists  at  least  one  point 
not  in  the  hyperplane  abed,  where  by  hyperplane  is  meant 
the  class  of  points  on  the  lines  determined  by  the  points 
of  a  plane  and  a  point  not  in  the  plane. 

If,  now,  a  definition  ©f  projective  geometry  (of  three 
dimensions)  be  required,  the  answer  is:  it  is  the  theory 
consisting  of  the  foregoing  nineteen  postulates  (or  an 
equivalent  set),  together  with  the  propositions  logically 
deducible  from  them.  And,  similarly,  projective  space  (of 
three  dimensions)  is  any  class  of  things  (for  convenience 
called  points)  that  are  related  as  prescribed  by  the  fore- 
going or  an  equivalent  set  of  postulates. 

The  one  undefined  notion  in  projective  geometry,  as 
above  founded,  is  that  of  straight  line.  In  order  that 
the  doctrine  shall  be  quite  expressible  in  terms  of  logical 
constants,  it  is  necessary  and  sufficient  that  the  straight 
line  be  defined  in  such  terms  explicitly.  Such  a  defini- 
tion is:  A  projective  straight  line  ab  is  a  relation  R 
between  the  points  a  and  b,  R  being  symmetric,  aliorela- 
tive  (not  subsisting  between  a  point  and  that  point)  and 
transitive,  in  so  far  as  transitivity  is  not  restricted  by, 
aliorelativity. 

Descriptive  Geometry. — The  doctrine  of  which  some 
account  is  to  be  rendered  here  is  not  the  descriptive  ge- 
ometry commonly  so  called,  created  by  Gaspard  Monge, 
and  in  elementary  form  presented  to  technological  stu- 
dents as  the  semi-practical  art  of  graphically  representing 
space  configurations  by  means  of  their  projections  on  a 


FOUNDATIONS  OF  MATHEMATICS         227 

plane.  This  last  is  about  identical  with  projective  geome- 
try, or  the  geometry  of  position,  as  popularly  understood. 
The  descriptive  geometry  to  be  dealt  with  here  is  a  new 
theory,  having  been  created  by  Pasch  ('Vorlesungen  iiber 
neuere  Geometric/  1882)  and  formulated  in  the  symbols 
of  modern  logic  by  Peano  (T  principii  di  Geometria  logi- 
camenta  exposti/  1889,  and  'Sui  fondamenti  della  Geo- 
metria in  Rivista  di  Matematica,'  Vol.  IV,  1894).  How  it 
differs  from  projective  geometry  in  procedure  and  funda- 
mentals will  appear  in  the  light  of  the  following  postulates 
(as  given  by  Peano)  and  commentaries  upon  them.  For 
fuller  analyses  of  the  postulates,  the  reader  may  consult 
the  above-cited  works  of  Russell  and  Couturat.  The 
Peano  postulates  (undemonstrated  propositions)  of  de- 
scriptive geometry  are  as  follows.  The  meaning  of  some 
of  them  will  be  clear  only  by  aid  of  definitions  to  follow. 

I.  There  is  at  least  one  point. 

II.  Given  a  point  a,  there  is  a  point  x  distinct  from  a. 

III.  Between  two  coincident  or  identical  points  there 
is  no  point. 

IV.  Between  two  distinct  points  there  is  a  point. 

V.  The  segment  ab  is  contained  in  the  segment  ba. 

VI.  The  point  a  is  not  between  a  and  b. 

VII.  If  a  and  b  are  two  distinct  points,  there  are  points 
that  belong  to  a'b. 

VIII.  If  c  is  a  point  of  the  segment  ab,  and  if  d  is  a 
point  of  the  segment  ac,  d  is  also  a  point  of  the  seg- 
ment ab. 

IX.  If  c  and  d  belong  to  a  segment  ab,  they  coincide, 
or  d  is  between  a  and  c  or  is  between  c  and  b. 

X.  If  c  and  d  belong  to  the  ray  a'b,  they  coincide,  or 
d  is  between  b  and  c  or  c  is  between  b  and  d. 

XI.  If  b  is  between  a  and  c,  and  c  between  b  and  d, 
c  is  between  a  and  d. 

XII.  If  r  is  a  straight  line,  there  exists  at  least  one 
point  outside  of  r. 

XIII.  If  a,  b,  c  are  non-collinear  points,  and  if  d  is 


22&        FOUNDATIONS  OF  MATHEMATICS 

between  b  and  c,  and  e  between  a  and  d,  then  there  is  a 
point  common  to  ac  and  the  prolongation  of  be. 

XIV.  If  a,  b,  c  are  three  non-collinear  points,  and  if 
d  is  between  b  and  c,  and  f  between  a  and  c,  the  segments 
ad  and  bf  have  a  common  point. 

XV.  Given  any  plane,  there  exists  at  least  one  point 
outside  the  plane. 

XVII.  If  p  is  a  plane,  a  a  point  outside  the  plane,  and  b 
a  point  on  the  prolongation  of  one  of  the  segments  join- 
ing a  to  points  of  p,  then,  if  x  is  any  point,  it  belongs  to 
p,  or  else  p  and  the  segment  ax  or  else  the  segment  bx 
have  a  common  point. 

XVIII.  Let  k  be  a  class  of  points  in  the  segment  ab; 
there  exists  a  point  x  of  the  segment  ab,  or  coinciding 
with  b,  such  that  no  point  of  k  is  between  x  and  b,  and 
that,  y  being  any  point  taken  between  a  and  x,  there  exist 
points  of  k  between  y  and  b. 

Such  are  the  basal  assumptions  of  descriptive  geome- 
try. A  few  explanatory  words  will  make  their  meaning 
clear  and  will  serve  to  show  the  concept  of  descriptive 
space  and  the  corresponding  geometry  in  the  process  of 
gradually  coming  into  being. 

By  segment  ab  is  meant  the  class  of  points  between 
the  points  a  and  b.  In  this  geometry  the  notion  of  seg- 
ment is  central  like  that  of  straight  line  in  projective 
geometry.  By  III  the  segment  aa  or  xx  is  a  null-segment, 
one  void  of  points,  an  empty  class.  By  IV  a  segment  ab 
is  null  if  its  extremities  a  and  b  are  identical  (coincident). 
V  shows  that  segments  ab  and  ba  are  one  and  the  same: 
to  be  between  a  and  b  is  the  same  as  to  be  between  b  and 
a;  a  segment  is  without  direction,  or  sense.  By  VI  the  ex- 
tremities of  a  segment  are  not  points  of  it.  By  the  sym- 
bol a'b  (in  number  VII),  called  the  prolongation  of  ab 
beyond  b,  is  meant  the  class  of  points  x  such  that  b  is 
between  a  and  x.  VII  postulates  the  existence  of  such 
prolongation.  The  existence  of  ab'  is  a  consequence,  as  is 
also  the  fact  that  a'b  =  ba'  and  that  ab'  =  b'a.    Such  pro- 


FOUNDATIONS  OF  MATHEMATICS        229 

longations,  which  are  not  segments,  are  called  rays.  Num- 
ber VIII  enables  us  to  prove  that  segment  ab  contains  the 
segments  ac,  be  and  cd;  that  the  ray  a'c  contains  the  rav 
a'b;  that  the  logical  product  of  the  propositions,  b  is 
between  a  and  c,  c  is  between  a  and  b,  is  false ;  and  that, 
consequently,  the  segment  ab  and  the  rays  a'b  and  ab' 
have  no  common  point.  By  help  of  IX  it  is  demonstra-| 
ble  that  the  segment  ab  is  the  logical  sum  of  the  segments 
ac  and  cb  and  the  point  c;  that,  if  c  is  between  a  and  b 
and  d  between  c  and  b,  then  c  is  between  a  and  d;  that, 
if  c  is  between  a  and  b,  d  between  a  and  c,  and  e  between 
c  and  b,  then  c  is  between  d  and  e;  that,  under  the  same 
hypothesis,  the  segments  ac  and  cb  have  no  common  point ; 
and  that,  if  c  and  d  belong  to  the  segment  ab,  the  segment 
cd  is  contained  in  the  segment  ab.  Such  are  properties 
of  segments.  Those  of  rays  are  found  by  means  of  X 
and  XI  to  be  that,  under  the  hypothesis  of  X,  the  ray 
a'b  is  the  logical  sum  of  the  segment  be,  the  point  c  and 
the  ray  a'c;  under  the  same  hypothesis,  the  segment  cd  is 
contained  in  the  ray  a'b;  and  by  XI,  if  b  belongs  to  the 
segment  ac  or  to  the  ray  ac',  the  rays  a'c  and  b'c  coincide. 
The  straight  line  ab  (a  term  occurring  in  XII)  is  de- 
fined to  be  the  logical  sum  of  the  points  a  and  b,  the  seg- 
ment ab  and  the  rays  a'b  and  b'a.  The  first  eleven 
postulates  suffice  to  show  that  the  straight  lines  ab  and 
ba  are  identical;  that,  if  c  is  different  from  a  and  belongs 
to  the  straight  line  ab,  the  straight  lines  ab  and  ac  are 
identical;  and  that,  if  c  and  d  are  distinct  points  of  the 
straight  line  ab,  the  straight  lines  ab  and  cd  are  one  and 
the  same;  or,  what  is  equivalent,  that  a  straight  line  is 
determined  by  any  two  distinct  points  of  it.  Postulates 
XII  and  XIII  provide  for  the  concept  of  plane,  as  will 
presently  be  seen.  If  h  and  k  be  two  classes  of  points, 
the  symbol  hk  will  denote  the  class  of  all  the  points  on  the 
segments  joining  the  points  of  h  to  those  of  k;  h'k  the 
class  of  points  on  the  prolongations  of  the  segments  each 
beyond  its  k  point,  whence  the  meaning  of  hk'  is  also 


23o        FOUNDATIONS  OF  MATHEMATICS 

clear,  and  that,  too,  of  such  symbols  as  a  (be),  a'(bc),  etc. 
From  XIII  follows  that  a(bc)=b(ac).  This  figure  or 
class  of  points  is  named  triangle  and  denoted  by  triangle 
abc.  The  plane  abc  is  defined  to  be  the  class  composed 
of  the  (non-collinear)  points  a,  b  and  c,  the  segments  ab, 
be,  ca,  the  prolongations  ab',  ba',  be',  cb',  ca',  ac',  the 
triangle  abc,  and  the  figures  a' (be),  b'(ca),  c'(ab), 
c(a'b'),  a(b'c'),  b(c'a').  Postulate  XIV  is  essential  to 
prove  that  a  plane  is  uniquely  determined  by  any  three 
non-collinear  points  of  it.  And  numbers  XV  and  XVII 
are  respectively  necessary  that  space  shall  have  three 
dimensions  and  that  it  shall  be  continuous. 

Obvious  among  the  notable  differences  of  projective 
geometry  and  descriptive  geometry  are  the  following. 
In  the  former  the  straight  line  is  a  closed  series  of  points 
(like  the  circumference  of  a  circle)  ;  in  the  latter  the 
straight  line  is  an  open  series  of  points.  Two  projective 
straight  lines  of  a  (projective)  plane,  or  a  projective  line 
and  plane,  always  have  a  point  in  common ;  but  a  descrip- 
tive plane  contains  many  pairs  of  non-intersecting 
straight  lines  and  a  descriptive  line  and  a  descriptive  plane 
may  or  may  not  have  a  common  point.  One  point  of  a 
descriptive  line  divides  it  into  two  parts,  and  a  pair  of 
points  divide  it  into  three  parts  one  of  which  is  a  seg- 
ment determined  by  the  two  points.  It  requires  three 
points  to  determine  a  segment  of  a  projective  straight 
line,  two  points  separate  the  line  into  two  portions,  and 
•one  does  not  divide  it  into  parts.  Two  projective  planes 
have  a  line  in  common  but  two  descriptive  planes  may 
or  may  not  have  a  common  line,  tho  they  have  a  com- 
mon line  or  no  common  point. 

It  is  an  interesting  and  instructive  fact  that  upon  the 
foregoing  descriptive  postulates  it  is  possible  by  suitable 
choice  of  elements  to  build  up  a  projective  space  and 
geometry.  This  may  be  done  as  follows,  and  the  process 
further  reveals  the  differences  and  relationships  of  the 
two.  varieties  of  space.    Let  a  and  b  be  any  two  given  lines 


FOUNDATIONS  OF  MATHEMATICS         231 

of  a  descriptive  plane  #.,  and  let  P  be  any  given  point 
of  descriptive  space.  The  two  planes  determined  by  P 
and  a,  and  P  and  b,  have  a  common  line  L.  The  class 
of  lines  L  thus  determined  by  allowing  P  to  take  all  posi- 
tions in  descriptive  space  is  named  sheaf  of  lines.  These 
will  have  a  common  point  (called  the  vertex  of  the  sheaf) 
or  not  according  as  a  and  b  have  a  common  point  or  not. 
Again,  if  Si  and  S2  be  two  sheaves  and  P  a  point  (not 
on  the  common  line  of  the  sheaves  if  they  have  one)  .  P, 
Si  and  S2  determine  a  plane  #,  namely,  that  containing 
those  lines  of  Si  and  S2  that  contain  P.  The  class  of 
planes  it  thus  obtainable  by  varying  P,  is  named  pencil 
of  planes.  The  planes  of  the  pencil  will  have  a  common 
line  (called  the  axis  of  the  pencil)  or  not  according  as 
Si  and  S2  have  a  common  line  or  not.  Finally,  let  Si,  S2, 
and  S3  be  any  three  sheaves  whose  lines  are  not  all  in 
the  planes  of  a  same  pencil,  and  let  S*  be  a  sheaf  such 
that  there  is  a  sheaf  S  whose  lines  are  common  to  the 
pencils  S1S.3  and  S2S4.  The  class  of  sheaves  Si  that  fulfil 
the  condition  will  be  named  hyperpencil  of  sheaves.  If 
now  we  denote  the  new  entities,  sheaves,  pencils  and 
hyperpencils,  respectively  by  the  names,  points,  lines  and 
planes,  it  can  be  shown  that  these  points,  lines  and  planes 
constitute  a  projective  space,  altho  as  seen  the  new 
elements  are  defined  in  terms  of  descriptive  space. 

Metric  Geometry. — In  recent  years  various  investiga- 
tors, American  and  European,  have  proposed  various  log- 
ically equivalent  systems  of  postulates  for  this  the  most 
ancient  form  of  geometry.  Of  such  systems,  that  found 
in  Hilbert's  'Grundlagen  der  Geometrie'  (also  in  English 
and  French)  is  the  most  famous.  We  prefer,  however, 
to  present  here  that  of  Pieri  as  being  more  interesting 
and  not  less  profound.  In  this  system  there  are  two  un- 
defined terms,  namely,  point  and  movement.  It  will  be  seen 
that  point  is  merely  a  name  for  the  element  of  any  system 
of  elements  (if  such  there  be)  that  satisfy  the  postulates. 
And  movement  does  not  mean  ordinary  motion,  but  only  a 


232        FOUNDATIONS  OF  MATHEMATICS 

transformation,  or  change  of  attention  from  one  thing 
to  another.  Even  so  the  process  is  disregarded,  only 
the  initial  and  the  final  stages  and  not  any  passage  are 
regarded.  The  postulates  are  as  follows.  Subsequent 
explanations  will  make  them  clear. 

I.  Point  and  movement  are  genuine  concepts  or  classes. 

II.  There  exists  at  least  one  point. 

III.  If  p  is  a  point,  there  exists  a  point  different  from  p. 

IV.  Every  movement  is  a  biuniform  correlation  between 
two  figures. 

V.  Whatever  be  the  movement  M  which  makes  the 
point  y,  for  example,  correspond  to  the  point  x,  there  is 
a  movement  u  that  makes  x  correspond  to  y. 

VI.  Two  movements,  M  and  v,  effected  successively  the 
one  on  the  result  of  the  other,  are  equivalent  to  a  single 
movement. 

VII.  For  each  pair  of  distinct  points  there  is  an  ef- 
fective movement  that  leaves  them   fixed. 

VIII.  If  a,  b  and  c  are  three  distinct  points,  and  if 
there  exists  an  effective  movement  that  leaves  them  fixed, 
every  other  movement  that  leaves  a  and  b  fixed  leaves  c 
fixed. 

IX.  If  a,  b  and  c  are  three  collinear  points,  and  if  d 
is  a  point  of  (the  line)  be  other  than  b,  the  plane  abd 
is  contained  in  the  plane  abc. 

X.  If  a  and  b  are  distinct  points  there  exists  a  move- 
ment that  leaves  a  fixed  and  transforms  b  into  another 
point  of  the  straight  line  ab. 

XI.  If  a  and  b  are  distinct  points,  and  if  two  move- 
ments that  leave  a  fixed  transform  b  into  another  point 
of  the  straight  line  ab,  this  point  is  the  same  in  both 
movements. 

XII.  If  a  and  b  are  distinct  points,  there  is  a  move- 
ment that  transforms  a  into  b  and  that  leaves  one  point 
of  the  straight  line  ab  fixed. 

XIII.  If  a,  b  and  c  are  three  non-collinear  points,  there 


FOUNDATIONS  OF  MATHEMATICS        233 

is  a  movement  that  leaves  a  and  b  fixed  and  transforms  c 
into  another  point  of  the  plane  abc. 

XIV.  If  a,  b  and  c  are  three  non-collinear  points,  and  if 
d  and  e  are  points  of  the  plane  abc  common  to  the 
spheres  ca  and  cb,  and  different  from  c,  then  d  and  e 
coincide. 

XV.  If  a,  b  and  c  are  distinct  non-collinear  points, 
there  exists  at  least  one  point  outside  the  plane  abc. 

XVI.  If  a,  b,  c  and  d  are  four  non-complanar  points, 
there  exists  a  movement  that  leaves  a  and  b  fixed  and 
transforms  d  into  a  point  of  the  plane  abc. 

XVII.  If  a,  b,  c  and  d  are  four  distinct  collinear  points, 
the  point  d  cannot  be  upon  only  one  of  the  segments  ab, 
ac,  be. 

XVIII.  If  a,  b  and  c  are  three  collinear  points,  and 
if  c  is  between  a  and  b,  no  point  can  be  at  once  between 
a  and  c  and  between  b  and  c. 

XIX.  If  a,  b  and  c  are  three  non-collinear  points,  every 
straight  line  of  the  plane  abc  that  has  a  point  in  the  seg- 
ment ab  has  a  point  in  the  segment  ac  or  in  the  segment 
be,  or  it  contains  one  of  the  points  a,  b,  c. 

XX.  If  k  is  a  class  of  points  in  the  segment  ab,  there 
exists  in  the  segment,  or  coincides  with  b,  a  point  x,  such 
that  no  point  of  k  is  between  x  and  b,  and  that  for  every 
point  y  between  a  and  x  there  is  a  point  k  between  y  and 
x  or  coincident  with  x. 

Two  figures  (classes  of  points)  coincide  when  and  only 
when  they  are  composed  of  the  same  points.  IV  means 
that  a  movement  is  a  one-to-one  relation  between  two 
figures.  The  movements  V  and  u  (V)  are  each  the  other's 
converse;  they  are  mutually  converse  biuniform  rela- 
tions. By  VI  the  relative  product  of  the  movements  M 
and  is  a  movement.  The  relative  product  Mu  leaves 
every  point  fixed,  or,  as  we  say,  transforms  all  points  each 
into  itself.  In  contradistinction  from  such  movements, 
others  are  described  as  effective.  VII  provides  for  rota- 
tion of  a  figure  about  two  of  its  points.    A  straight  line 


234        FOUNDATIONS  OF  MATHEMATICS 

ab  is  defined  to  be  the  class  of  all  points  that  remain  fixed 
in  case  of  every  movement  leaving  a  and  b  fixed.  It  is 
a  matter  of  proof  that  a  straight  line  is  determined  by 
any  two  distinct  points  of  it.  VIII  is  not  valid  in  space 
of  four  or  more  dimensions,  and  hence  no  special  postu- 
late restricting  our  geometry  to  three  dimensions  is  neces- 
sary. It  is  readily  proved  that  any  movement  whatever 
transforms  any  and  every  triplet  of  collinear  points  into 
such  a  triplet;  in  other  words,  a  movement  is  a  collinea- 
tion.  By  plane  abc  is  meant  the  figure  composed  of  the 
points  of  the  lines  joining  a  to  points  of  be,  or  b  to  points 
of  ac,  or  c  to  points  of  ab,  it  being  assumed  that  a,  b  and 
c  are  non-collinear  points.  It  is  a  theorem  that  every 
movement  converts  a  plane  into  a  plane.  Postulate  IX 
is  necessary  to  prove  that  a  plane  is  determined  by  any 
three  non-collinear  points  of  it. 

By  the  sphere  b»  is  meant  the  class  of  points  such  that 
for  each  of  them  there  is  a  movement  transforming  it 
into  b  while  leaving  a  fixed.  The  point  a  is  the  center 
of  the  sphere.  It  is  demonstrable  that  every  movement 
transforms  spheres  into  spheres ;  that  any  movement  that 
leaves  the  center  of  a  sphere  fixed  transforms  the  sphere 
into  itself;  and  that,  if  two  spheres  have  but  one  common 
point,  that  point  is  collinear  with  the  centers  of  the 
spheres.  X,  XI,  and  XII  provide  for  transforming  a 
line  into  itself;  and  XIII  and  XIV  make  the  like  pro- 
vision for  the  plane.  A  circle  is  the  logical  product  of  a 
sphere  and  a  plane  containing  its  center.  The  center  of 
the  circle  is  that  of  the  sphere.  The  notion  of  perpen- 
dicularity is  introduced  by  the  definition:  the  pair  (a,  c)  of 
points  is  said  to  be  perpendicular  to  the  pair  (a,  b)  when 
and  only  when  there  is  a  movement  that  leaves  a  and  b 
fixed  and  transforms  c  into  another  point  of  the  straight 
line  ac.  The  notion  is  readily  extensible  to  straight  lines. 
XV  provides  for  a  plurality  of  planes,  and  XVI  for  the 
transformation  of  one  plane  upon  another.  The  notion 
of  equidistance  is  introduced  by  the  definition:  a  point 


FOUNDATIONS  OF  MATHEMATICS        235 

a  is  equidistant  from  two  points  b  and  c  when  and  only 
when  it  is  the  center  of  a  sphere  containing  b  and  c. 
It  is  demonstrable  that,  in  a  plane  containing  the  dis- 
tinct points  a  and  b,  the  class  of  points  equidistant  from 
a  and  b  is  the  straight  line  perpendicular  to  the  straight 
line  ab  and  containing  the  mid-point  of  the  segment  ab; 
that  a  straight  line  perpendicular  to  two  straight  lines 
ab  and  ac  is  perpendicular  to  every  straight  line  that: 
contains  a  and  is  contained  in  the  plane  abc;  and  other 
theorems  respecting  perpendicularity  are  readily  proved. 
A  point  is  interior  to  a  sphere  if  it  is  the  mid-point  of 
two  distinct  points  of  the  sphere.  If  not,  it  is  exterior, 
or  else  is  a  point  of  the  sphere.  A  point  of  a  plane  con- 
taining a  circle  is  interior  or  exterior  to  the  circle  accord- 
ing as  it  is  interior  or  exterior  to  the  sphere  having  the 
same  center  as  the  circle  and  containing  the  circle.  A 
sphere  having  for  center  the  mid-point  of  two  points  a 
and  b,  and  containing  them,  is  called  the  polar  sphere  of 
the  points  a  and  b.  The  notion  between  is  introduced  by 
the  definition :  a  point  x  is  between  points  a  and  b  if  it 
is  contained  in  the  straight  line  ab  and  is  interior  to  the 
polar  sphere  of  a  and  b.  The  class  of  points  between 
two  points  a  and  b  is  named  segment  ab.  The  segment  ab 
is  less  than  the  segment  cd  when  and  only  when  there 
exists  a  movement  that  transforms  a  into  c  and  b  into  a 
point  between  c  and  d.  Two  segments  (or  other  figures) 
are  congruent  if  there  exists  a  movement  transforming 
one  of  them  into  the  other.  It  is  demonstrable  that  if 
two  segments  are  not  congruent,  one  of  them  is  less  than 
the  other.  The  notion  angle  is  defined  and  to  it  are 
extended  the  ideas  of  less  than  and  congruence.  If  a, 
b  and  c  are  non-collinear  points,  the  triangle  abc  is  the 
figure  composed  of  the  points  of  the  segments,  each  join- 
ing a  and  a  point  of  the  segment  be.  The  three  theorems 
regarding  congruence  are  proved;  and  so  on  and  on.  By 
XX,  which  provides  for  continuity,  is  deduced  the  Archi- 


236        FOUNDATIONS  OF  MATHEMATICS 

median  "axiom"  as  a  theorem.     Thence  follows  the  idea 
of  measurability  of  segments. 

General  Remarks. — No  geometry  involves  ideas  not 
found  in  logic  or  definable  in  terms  of  logical  constants, 
and  no  geometry  contains  other  undemonstrated  proposi- 
tions than  the  primitive  propositions  of  logic.  The  name 
point  is  merely  that  of  a  class  of  things  (if  there  be  such 
things)  that  satisfy  a  certain  set  of  postulates,  but  geome- 
try does  not  assert  the  actual  existence  of  any  such  class 
and  does  not  assert  the  truth  of  the  postulates.  What 
it  does  assert  is  that,  if  such  a  class  exists,  then  such  and 
such  a  body  of  theorems  are  valid  regarding  the  class. 
Geometry  is  thus  a  body  of  implications.  It  says  merely 
"if  so  and  so,  then  so  and  so."  This  important  fact  is 
somewhat  disguised  by  the  categorical  form  in  which  pos- 
tulates are  often  stated. 

Bibliography. — Instead  of  giving  a  list  of  the  works 
constituting  the  vast  and  rapidly  growing  modern  litera- 
ture dealing  with  the  foundations  of  mathematics  in  gen- 
eral, with  the  foundations  of  special  branches,  and  with 
modern  logic,  it  will  be  sufficient  to  refer  the  reader  to 
Russell's  'Principles  of  Mathematics,'  Vol.  I  (Cambridge, 
University  Press)  and  to  Couturat's  'Les  Principes  des 
Mathematiques'  (Paris,  Felix  Alcan)  and  'Traite  de  Lo- 
gistique'  (Alcan),  wherein  nearly  all  the  important  works 
are  cited  in  connections  showing  the  bearings  of  them. 
Most  of  the  works  are  too  technical  for  the  general 
reader,  who  will  naturally  begin  with  the  mentioned  trea- 
tises of  Russell  and  Couturat,  extending  his  reading  grad- 
ually according  to  increasing  ability  and  interest. 
Cassius  J.  Keyser, 
Adrain  Professor  of  Mathematics. 

Columbia  University. 


MATHEMATICAL    APPLICATIONS 


Dr.    FRANZ   BELLINGER 


MATHEMATICAL    APPLICATIONS 

CHAPTER  I 

EARLY  NON-MECHANICAL  APPLICATIONS 

Modern  life,  as  a  whole,  lies  under  a  debt  to  Mathe- 
matics far  beyond  calculation.  Science  has  shown  many 
underlying  principles  which  govern  matter,  life  and  mind 
in  their  several  environments  and  in  their  relation  each 
to  each,  but  it  has  required  the  mathematical  faculty  and 
the  mathematical  knowledge  to  transpose  those  principles 
into  productive  value.  Mathematics  may  be  termed  the 
spirit,  practical  application  the  flesh,  of  a  single  and  indi- 
visible entity.  Hence  the  term  "applied  mathematics"  is 
to  be  used  with  caution,  since  it  is  inherent' in  the  nature 
of  mathematics  that  it  shall  not  be  divorced  from  any  of 
its  subsidiary  uses,  but  remain  as  a  vigorously  vital  and 
governing  law. 

Mechanical  principles,  for  example,  are  mainly  mathe- 
matical deductions  from  principles  enunciated  by  'Pure 
Science/  even  as  that  same  Pure  Science  finds  itself  de- 
pendent upon  mathematical  expression  for  the  enunciation 
of  those  principles.  The  very  words  that  are  spoken  or 
written  bear  a  definite  relation  each  with  the  other,  and 
no  more  mathematical  concept  than  'Relation'  could  well 
be  thought  of.  From  the  abstruse  and  remote  questions 
of  the  affirmation  of  a  stellar  parallax  in  Astronomy  to  the 
'multiplication'  of  yeast  cells  in  making  a  loaf  of  bread, 
from  the  lofty  flights  into  the  regions  of  the  mathemati- 
239 


24o  MATHEMATICAL  APPLICATIONS 

cally  infinite  to  the  counting  of  change  over  a  counter, 
Mathematics  is  applied  and  practical.  It  does  not  always 
appear  mechanical,  because  it  has  not  always  been  trans- 
literated into  such  forms,  and  these  non-mechanical  appli- 
cations existed  in  antiquity  as  they  do  now.  Applied 
Mathematics,  in  that  sense,  is  as  old  as  Applied  Thought, 
and  Applied  Thought  is  coeval  with  Man. 

"To  think  aright,"  says  Prof.  Cassius  Keyser  in  an 
illuminative  recent  lecture  on  'Mathematics,'  "is  no  char- 
acteristic striving  of  a  class  of  men;  it  is  a  common  as- 
piration; and  Mechanics,  Mathematical  Physics,  Mathe- 
matical Astronomy,  and  the  other  chief  'Anwendungsge- 
biete'  (spheres  of  application)  of  mathematics,  as  Geodesy, 
Geophysics,  and  Engineering  in  its  various  branches, 
are  all  of  them  but  so  many  witnesses  to  the  truth  of 
Riemann's  saying  that  'Natural  science  is  the  attempt  to 
comprehend  nature  by  means  of  exact  concepts.'  A  gas 
molecule  regarded  as  a  minute  sphere  or  other  geometric 
form,  however  complicate;  stars  and  planets  conceived 
as  ellipsoids  or  as  points,  and  their  orbits  as  loci ;  time  and 
space,  mass  and  motion  and  impenetrability;  velocity,  ac- 
celeration and  energy ;  the  concepts  of  norm  and  average — 
what  are  these  but  mathematical  notions?  And  the  won- 
drous garment  woven  of  them  in  the  loom  of  logic — what 
is  that  but  mathematics? 

"Indeed,  every  branch  of  so-called  applied  mathematics 
is  a  mixed  doctrine,  being  thoroly  analyzable  into  two 
disparate  parts:  one  of  these  consists  of  determinate  con- 
cepts formally  combined  in  accordance  with  the  canons 
of  logic — i.e.,  it  is  mathematics  and  not  natural  science 
viewed  as  matter  of  observation  and  experiment — the 
other  is  such  matter,  and  is  natural  science  in  that  con- 
ception of  it,  and  not  mathematics.  No  fiber  of  either 
component  is  a  filament  of  the  other. 

"It  is  a  fundamental  error  to  regard  the  term  Mathe- 
maticization  of  thought  as  the  importation  of  a  tool  into 
a  foreign  workshop.    It  does  not  signify  the  transition  of 


EGYPT  AND  GREECE  241 

mathematics  conceived  as  a  thing  accomplished  over  into 
some  outlying  domain  like  physics,  for  example.  Its  sig- 
nificance is  different  radically,  far  deeper  and  far  wider. 
It  means  the  growth  of  mathematics  itself,  its  extension 
and  development  from  within;  it  signifies  the  continuous 
revelation,  the  endlessly  progressive  coming  into  view,  of 
the  static  universe  of  logic;  or,  to  put  it  dynamically,  it 
means  the  evolution  of  intellect,  the  upward  striving  and 
aspiration  of  thought  everywhere,  to  the  level  of  cogency, 
precision  and  exactitude. 

"It  is  the  aggregate  of  things  thinkable  logically  that 
constitutes  the  mathematician's  universe,  and  it  is  incon- 
ceivably richer  in  mathetic  content  than  can  be  any  outer 
world  of  sense,  such  as  the  physical  universe  according 
to  which  we  chance  to  have  our  physical  being." 

The  term  'practical,'  in  its  common  acceptation,  often 
denotes  shorter  methods  of  obtaining  results  than  are  in- 
dicated by  science.  It  implies  a  substitution  of  natural 
sagacity  and  mother  wit  for  the  results  of  hard  study 
and  laborious  effort.  It  implies  the  use  of  knowledge 
before  it  is  acquired — the  substitution  of  the  results  of 
mere  experiment  for  the  deductions  of  science,  and  the 
placing  of  empiricism  above  philosophy.  But  if  to  "prac- 
tical" be  given  its  true  and  right  signification,  then  it 
becomes  a  word  of  real  import  and  definite  value.  In  its 
right  sense  it  denotes  the  best  means  of  making  the  true 
ideal  the  actual;  that  is,  of  applying  the  principles  of 
science  in  all  the  practical  business  of  life  and  of  bodying 
forth  in  material  form  the  conception  of  taste  and  genius. 

Beyond  the  obvious  application  of  simple  and  known 
principles,  the  whole  problem  of  the  practical  lies  in  the 
measurement,  modification  and  best  uses  of  the  forces 
of  nature.  The  uses  and  applications  of  these  must  be 
fashioned  according  to  certain  forms  indicated  by  sci- 
entific formulae.  These  formulae  are  constructed  from  the 
laws  which  regulate  the  cohesion  of  the  particles  of  the 
substance  employed — the  nature  of  the  force  to  be  applied 


242  MATHEMATICAL  APPLICATIONS 

— the  amount  of  that  force  and  the  ultimate  end  to  be 
attained.  All  these  fixed  laws  of  force — all  their  combina- 
tions— and  all  the  forms  of  the  material  employed  in  using 
them  for  practical  purposes  can  only  be  reached  through 
the  processes  and  language  of  mathematics. 

The  language  of  Geometry  and  Number  furnished  the 
architect  with  all  the  signs  and  instruments  of  thought 
necessary  to  a  perfect  ideal  of  his  work  before  he  took 
the  first  step  in  its  execution.  It  also  enabled  him,  by 
drawings  and  figures,  so  to  direct  the  hand  of  labor  as 
to  form  the  actual  after  its  pattern — the  ideal.  The  vari- 
ous parts  may  be  constructed  by  different  mechanics,  at 
different  places,  but  the  law  of  science  is  so  certain  that 
every  part  will  have  its  right  dimensions,  and  when  all 
are  put  together  they  form  a  perfect  whole. 

The  influence  of  mathematical  investigations  on  physical 
theories  is  not  restricted  to  any  single  stage,  but  makes 
itself  apparent  throughout  the  whole  course  of  their  evo- 
lution. Numbers  form  the  connecting  link  between  theory 
and  verification,  and  they  always  imply  mathematical  for- 
mulae, however  simple  these  may  be. 

There  seems  to  be  historical  evidence  that  a  practical 
acquaintance  with  certain  rules  of  number  and  form  was 
acquired  by  ancient  peoples,  especially  by  the  Egyptians, 
before  there  was  any  knowledge  of  mathematics  as  a 
pure  science.  In  Babylonia  geometrical  figures  were 
used  in  augury.  Herodotus,  Plato  and  Strabo  ascribe  the 
origin  of  geometry  to  the  changes  which  annually  took 
place  from  the  inundation  of  the  Nile,  and  to  the  conse- 
quent necessity  of  settling  disputes  as  to  the  extent  of 
property,  and  of  determining  the  tax  due  to  the  govern- 
ment. There  was  a  well-developed  system  of  mensura- 
tion in  the  time  of  the  traditional  biblical  Joseph;  and 
besides  the  extraordinary  mechanical  ability  of  the  Egyp- 
tians in  handling  stone,  they  were  able  to  construct  ac- 
curately  leveled  canals,   to  ascertain   the   various   eleva- 


EGYPT  AND  GREECE  243 

tions  of  the  country,  and,  tradition  says,  to  deflect  the 
course  of  the  Nile. 

At  the  time  of  King  Menes,  who  is  supposed  to  have 
performed  this  extraordinary  feat,  dykes  had  been  built 
and  sluices  invented,  with  all  the  mechanism  pertaining 
to  them.  The  water  supply  into  plains  of  various  levels 
was  regulated,  and  a  report  was  made  of  the  exact  quan- 
tity of  land  irrigated,  the  depth  of  the  water,  and  the 
time  it  remained  upon  the  surface.  All  this  required  much 
mathematical  skill,  and  it  was  not  likely  to  be  carelessly 
carried  on,  since  the  amount  of  taxes  and  the  price  of 
provisions  for  the  ensuing  year  were  ascertained  at  the 
time  of  the  inundation.  Nilometers — instruments  for 
measuring  the  gradual  rise  or  fall  of  the  river — were  in 
use  in  various  parts  of  Egypt  as  early  as  the  twelfth 
dynasty. 

"The  employment  of  squared  granite  block  and  the 
beauty  of  the  masonry  of  the  interior  of  the  Pyramids," 
says  Geo.  Rawlinson,  "which  has  not  been  surpassed,  if 
even  equaled,  at  any  subsequent  age,  also  prove  the  de- 
gree of  skill  the  Egyptians  had  reached  at  a  time  long 
anterior  to  the  rudest  attempts  at  masonry  in  Italy  or 
Greece.  We  may  well  conclude  that  the  principles  of 
construction  were  known  to  them,  as  well  as  the  engineer- 
ing skill  required  for  changing  the  course  of  the  Nile, 
even  before  the  reign  of  Menes." 

The  immense  weight  of  the  blocks  of  stone  used  in 
building  shows  that  the  Egyptians  were  well  acquainted 
with  mechanical  powers  and  a  method  of  applying  force 
with  wonderful  success.  The  largest  obelisk  in  Egypt  is 
calculated  to  weigh  about  297  tons,  is  more  than  70  feet 
in  height,  and  was  carried  138  miles  from  the  quarry. 

The  Egyptians  could  not  only  move  immense  weights; 
they  could  erect  obelisks,  lift  large  stones  to  a  consider- 
able height  and  adjust  them  with  the  utmost  precision; 
and  this  sometimes  in  spaces  that  would  not  admit  the 
introduction  of  the  inclined  plane. 


244  MATHEMATICAL  APPLICATIONS 

Pliny  mentions  that  one  obelisk,  built  by  Rameses,  was 
99  feet  in  height.  He  adds :  "And,  fearing  lest  the  engi- 
neer should  not  take  sufficient  care  to  proportion  the 
power  of  the  machinery  to  the  weight  he  had  to  raise,  he 
ordered  his  son  to  be  bound  to  the  apex,  more  effectually 
to  guarantee  the  safety  of  the  monument." 

Of  the  science  of  arithmetic  the  Egyptians  early  were 
in  need,  both  in  their  domestic  economy  and  in  the  appli- 
cation of  geometrical  theorems;  but  its  greatest  utility 
was  in  the  cultivation  of  astronomical  studies.  Indeed, 
mathematics  was  the  handmaid  of  astronomy  among  the 
Assyrians,  Babylonians  and  Egyptians.  An  ancient  writer 
says :  "The  orders  and  motions  of  the  stars  are  observed 
at  least  as  industriously  by  the  Egyptians  as  by  any  peo- 
ple whatever;  and  they  keep  a  record  of  the  motions  of 
each  for  an  incredible  number  of  years,  the  study  of  this 
science  having  been,  from  remotest  times,  an  object  of  na- 
tional ambition  with  them." 

There  is  record  in  Egypt  of  the  solid  contents  of  barns 
before  the  calculation  of  areas.  In  the  papyrus  of  Ahmes, 
reaching  back  to  about  2500  B.C.,  there  are  problems  re- 
lating to  the  pyramids  which  disclose  some  knowledge 
not  only  of  geometrical  figures  but  the  principles  of  pro- 
portion, and  possibly  trigonometry.  Cantor  is  of  the 
opinion  that  the  Egyptians  were  familiar  with  the  proper- 
ties of  the  right  triangle  in  case  of  sides  with  the  ratio 
3:4:5  as  early  as  2000  b.c.  This  opinion  is  based  on  the 
orientation  of  the  temples  and  early  records  of  the  "rope- 
stretching"  method  of  laying  out  the  land. 

The  Arabs  developed  the  notion  of  "specific  gravity," 
and  gave  experimental  methods  for  its  determination. 
Al  Biruni  used  for  this  purpose  a  vessel  with  a  spout 
slanting  downward.  It  was  filled  with  water  up  to  the 
spout,  then  the  solid  was  immersed,  and  the  weight  of 
the  overflow  determined.  This,  together  with  the  weight 
of  the  solid  in  air,  yielded  the  specific  gravity.  Al  Khazini, 
in  his  Book  of  the  Balance  of  Wisdom,  written  1137  B.C., 


246  MATHEMATICAL  APPLICATIONS 

describes  a  curious  beam  balance,  with  five  pans,  for 
weighing  in  air  and  in  water.  One  pan  was  movable 
along  the  graduated  beam.  He  points  out  that  air,  too, 
must  exert  a  buoyant  force,  causing  bodies  to  weigh  less. 

Thales,  in  his  pyramid  and  ship  measurements,  was  prob- 
ably the  first  to  apply  theoretical  geometry  to  practical 
uses.  He  was  able  to  predict  an  eclipse  of  the  sun  in  585 
B.C.,  and  several  practical  applications  of  geometry  are  at- 
tributed to  him.  But  the  illustrious  name  among  the 
Greeks,  in  respect  to  both  mathematical  and  mechanical 
science,  is  that  of  Archimedes.  The  most  important  ser- 
vices of  Archimedes  were  rendered  in  the  science  of  pure 
mathematics,  but  his  popular  fame  rests  chiefly  on  his 
application  of  mathematical  theory  tc  mechanics. 

Heron  of  Alexandria,  called  Heron  the  Elder,  was  a 
mathematician  and  also  a  practical  surveyor  who  lived  in 
the  second  century  b.c.  His  teacher,  Ctesibus,  was  cele- 
brated for  his  mechanical  inventions,  such  as  the  water- 
clock,  the  hydraulic  organ  and  catapult.  Heron  himself 
was  the  inventor  of  the  seolipile,  which  contains  the  germ 
of  the  steam-engine,  and  a  curious  mechanism  known  as 
"Heron's   Fountain." 

It  is,  however,  in  architecture  that  the  Greeks  and 
Romans  made  the  most  marked  advance  upon  the  achieve- 
ments of  the  Egyptians,  mechanically  as  well  as  artisti- 
cally. The  three  principles  of  the  beam,  the  arch  and  the 
truss  were  known  to  the  Greeks  and  Romans ;  indeed,  it  is 
the  opinion  of  H.  W.  Desmond  that  they  possessed  all  the 
technical  knowledge  of  the  medieval  builders.  It  is  evident 
that  they  adopted  from  the  Egyptians  whatever  they 
needed.  The  construction  of  the  arch  dates  from  an  early 
period.  Mathematical  skill  is  a  great  factor  in  the  develop- 
ment of  architecture ;  the  very  term  implies  tools  and  force 
at  command  and  instruments  for  supplementing  the  labor 
of  the  hands.  The  draftsman,  in  designing  a  structure, 
should  be  conversant  not  only  with  the  nature  of  his 
material,  but  also  with  the  forces  to  which  it  is  to  be  sub- 


EGYPT  AND  GREECE  247 

jected,  their  magnitude,  direction,  points  of  application 
and  their  effects.  The  ancient  Romans  not  only  con- 
structed arches,  but  the  largest  domes  of  brick  now  in 
existence.  These  structures  rest  on  all  sides  of  the  space 
to  be  covered,  but  there  is  also  the  simple  or  wagon- 
head  vault,  which  rests  on  only  two  sides  of  the  covered 
rectangle,  leaving  the  other  two  free  from  all  pressure. 
Further  than  this,  the  Romans  invented  that  highly 
ingenious  contrivance,  the  cross-vault,  which  exerts  its 
whole  pressure  solely  on  the  angles  of  the  apartment,  leav- 
ing all  the  sides  free. 

The  origin  of  this  construction  is  simply  the  crossing  of 
two  vaulted  passages  lying  at  right  angles  to  each  other 
and  each  corridor  required  to  be  left  perfectly  free.  The 
crossway  is  covered  by  a  ceiling  that  rests  solely  on  the 
four  angles  or  corners;  the  elliptic  lines  that  form  the  in- 
ternal ridges,  called  groins,  can  support  not  only  them- 
selves but  the  whole  of  the  upper  ceiling.  The  beauty  and 
advantages  of  this  kind  of  vaulting  led  the  Romans  to  use 
it  not  only  over  crossways,  but  over  corridors  and  long 
apartments  with  a  boldness  of  construction  that  has  never 
been  equaled. 

With  the  decline  of  Roman  power  this  art  of  vaulting 
was  lost,  and  for  centuries  the  basilicas  of  Italy  and  the 
churches  of  all  Roman  Christendom  remained  with  nothing 
but  timber  roofs.  The  Byzantine  Greeks,  however,  re- 
tained or  else  reinvented  another  mode  of  vaulting  possess- 
ing many  of  the  advantages  of  groining,  but  not  all  of 
them.  This  system  depended  on  two  simple  geometrical 
principles :  First,  that  every  section  of  a  sphere  by  a  plane 
is  circular,  and,  second,  that  every  intersection  of  two 
spheres  is  a  plane  curve  and  therefore  circular. 

The  Greek  vaulting  then  consists  wholly  of  spherical 
surfaces.  A  hemispherical  dome  may  be  supposed  whose 
base  circumscribes  the  plane  of  any  apartment  or  com- 
partment,   square,    rectangular,    triangular    or    polygonal. 


248 


MATHEMATICAL  APPLICATIONS 


Imagine  the  sides  of  this  plane  continued  upward,  as  verti- 
cal planes,  till  they  meet  the  hemispheric  surface.  This 
meeting  line  must  in  every  case  be  a  semi-circle  and  may 
therefore  be  made  an  open  arch,  and  the  portions  of  the 
dome  thus  cut  off  from  every  side  of  its  base  may  be  omit- 
ted altogether,  provided  their  office  as  buttresses  to  the 


Fig.   2  — Groin  Device  to   Support  Weight  of   Building. 


remaining  portion  above  be  replaced  by  the  pressure  of 
some  other  vault,  which  may  be  of  any  kind,  if  it  be  ap- 
plied against  the  semi-circular  arch.  Hence  no  walls  are 
required  on  the  sides  of  the  supposed  compartment,  all  the 
weight  of  the  pendentive  dome,  as  it  is  called,  being  thrown 
on  the  angles  of  its  plane.  Thus  this  dome  serves  for 
covering  an  open  crossway  and  is  so  applied  at  the  mosque 
of  St.  Sophia,  at  Constantinople.     The  covered  crossway, 


EGYPT  AND  GREECE  249 

a  115-foot  square,  might  well  be  esteemed,  in  the  barbarous 
age  of  its  erection,  a  wonder  of  the  world. 

The  same  idea  repeated  without  end — the  same  sprouting 
of  domes  out  of  domes,  continues  to  characterize  the  Byzan- 
tine style,  both  in  Greek  churches  and  Turkish  mosques, 
down  to  the  present  day.  Hope  describes  them  as  a  con- 
geries of  globes  of  various  sizes  growing  one  out  of  an- 
other. This  system  of  vaulting  has  been  adopted  by  two 
great  modern  architects,  Sir  Christopher  Wren  at  St. 
Paul's,  in  London,  and  by  Soufflot  at  Ste.  Genevieve,  Paris ; 
by  the  former  with  great  success  and  in  both  made  to 
harmonize  well  with  the  Roman  style. 

There  is  no  more  striking  and  beautiful  example  of  the 
application  of  mathematical  principles  to  practical  affairs 
than  in  the  history  of  architecture.  The  close  reasoning  of 
the  mathematician  has  been  behind  and  above  the  work  of 
the  draftsman  and  artisan ;  his  imagination  has  reached 
out  boldly  to  the  projection  of  new  designs,  restrained  al- 
ways by  the  immutable  laws  of  science;  his  achievement 
it  is  to  unite  strength  and  durability  with  beauty  and 
geometric  truth  with  grandeur. 

"In  architecture,"  says  Fergusson,  "there  is  still  to  be 
taken  into  consideration  not  only  that  subtler  and  com- 
plexer  force,  the  personal  genius  of  the  architect,  but  also 
the  native  genius  of  the  people  in  which  he  is  a  sharer, 
that  spirituality  or  temper  of  mind  which  is  obvious 
enough  in  its  stronger  manifestations."  Thus  the  nations 
that  showed  a  talent  for  mathematics  were  building  na- 
tions, since  here  was  a  science  which  could  be  definitely 
and  immediately  applied  to  practical  use. 

It  is  necessary  to  discharge  from  the  mind  many  uncon- 
sciously implied  conditions  before  an  exact  picture  of  the 
'pre-mechanical  age'  can  be  gained.  All  the  raw  material 
of  mechanical  science  was  at  hand,  as  much  before  as  after 
the  magical  words  of  Newton  or  of  Helmholtz,  but  mathe- 
matical genius  had  not  yet  touched  the  spring  which  dissi- 
pated the  inertia  of  established  habit. 


250  MATHEMATICAL  APPLICATIONS 

But  before  the  civilized  world  could  be  transformed 
from  a  world  utilizing,  as  one  might  say,  only  the  more 
obvious  natural  forces  to  a  world  rilled  with  devices  for 
multiplying  hands  and  feet,  for  increasing  the  value  of  eye 
and  ear,  a  news-gathering  world  where  oceans  are  neigh- 
borly high  roads  and  warfare  a  contest  of  scientific  equip- 
ment— before  this  transformation  could  happen  the  mathe- 
matician had  need  to  direct  his  analytic  and  speculative 
powers  to  the  natural  phenomena  of  the  universe. 

Concerning  this  stage  of  the  development  of  mathe- 
matics, Cassius  J.  Keyser  writes:  "A  traditional  concep- 
tion, still  current  everywhere  except  in  critical  circles,  has 
held  mathematics  to  be  the  science  of  quantity  or  magni- 
tude, where  magnitude,  including  multitude  (with  its  cor- 
relate of  number)  as  a  special  kind,  signified  whatever  was 
'capable  of  increase  and  decrease  and  measurement.' 
Measurability  was  the  essential  thing.  That  definition  of 
the  science  was  a  very  natural  one,  for  magnitude  did 
appear  to  be  a  singularly  fundamental  notion,  not  only  in- 
viting but  demanding  consideration  at  every  stage  and 
turn  of  life.  The  necessity  of  finding  out  how  many  and 
how  much  was  the  mother  of  counting  and  measurement ; 
and  mathematics,  first  from  necessity  and  then  from  pure 
curiosity  and  joy,  so  occupied  itself  with  these  things  that 
they  came  to  seem  its  whole  employment. 

"Indeed,  for  direct  beholding,  for  immediate  discerning 
of  the  things  of  mathematics  there  is  none  other  light  but 
one — namely,  psychic  illumination — but  mediately  and  in- 
directly they  are  often  revealed  or  at  all  events  hinted  by 
their  sensuous  counterparts,  by  indications  within  the  radi- 
ance of  day,  and  it  is  a  great  mistake  to  suppose  that  the 
mathetic  spirit  elects  as  its  agents  those  who,  having  eyes, 
yet  see  not  the  things  that  disclose  themselves  in  solar 
light.  To  facilitate  eyeless  observation  of  his  sense- 
transcending  world  the  mathematician  invokes  the  aid  of 
physical  diagrams  and  physical  symbols  in  endless  variety 
and  combination;  the  logos  is  thus  drawn  into  a  kind  of 


EGYPT  AND  GREECE  251 

diagrammatic  and  symbolical  incarnation,  gets  itself  ex- 
ternalized, made  flesh,  so  to  speak;  and  it  is  by  attentive 
physical  observation  of  this  embodiment,  by  scrutinizing 
the  physical  frame  and  make-up  of  his  diagrams,  equations 
and  formulae,  by  experimental  substitutions  in  and  trans- 
formations of  them,  by  noting  what  emerges  as  essential 
and  what  as  accidental,  the  things  that  vanish  and  those 
that  do  not,  the  things  that  vary  and  the  things  that  abide 
unchanged  as  the  transformations  proceed  and  trains  of 
algebraic  evolution  unfold  themselves  to  view — it  is  thus, 
by  the  laboratory  method,  by  trial  and  by  watching  that 
often  the  mathematician  gains  his  best  insight  into  the 
constitution  of  the  invisible  world  thus  depicted  by  visible 
symbols. 

"Indeed,  the  time  is  at  hand  when  at  least  the  academic 
mind  should  discharge  its  traditional  fallacies  regarding 
the  nature  of  mathematics  and  thus  in  a  measure  promote 
the  emancipation  of  criticism  from  inherited  delusions 
respecting  the  kind  of  activity  in  which  the  life  of  the 
science  consists.  Mathematics  is  no  more  the  art  of  reck- 
oning and  computation  than  architecture  is  the  art  of 
making  bricks  or  hewing  wood,  no  more  than  painting  is 
the  art  of  mixing  colors  on  a  palette,  no  more  than  the 
science  of  geology  is  the  art  of  breaking  rocks  or  the 
science  of  anatomy  the  art  of  butchering. 

"Pernicious,  because  deeply  embedded  and  persistent,  is 
the  fallacy  that  the  mathematician's  mind  is  but  a  syllogis- 
tic mill  and  that  his  life  resolves  itself  into  a  weary  repe- 
tion  of  A  is  B,  B  is  C,  therefore  A  is  C,  and  Q.E.D. 
That  fallacy  is  the  'Carthago  delenda'  of  regnant  methodol- 
ogy. Reasoning,  indeed,  in  the  sense  of  compounding 
propositions  into  formal  arguments,  is  of  great  importance 
at  every  stage  and  turn,  as  in  the  deduction  of  conse- 
quences, in  the  testing  of  hypotheses,  in  the  detection  of 
error,  in  purging  out  the  dross  from  crude  material,  in 
chastening  the  deliverances  of  intuition,  and  especially  in 
the  final  stages  of  a  growing  doctrine  in  welding  together 


252  MATHEMATICAL  APPLICATIONS 

and  concatenating  the  various  parts  into  a  compact  and 
coherent  whole.  But,  indispensable  in  all  such  ways  as 
syllogistic  undoubtedly  is,  it  is  of  minor  importance  and 
minor  difficulty  compared  with  the  supreme  matters  of 
Invention  and  Construction. 

"When  the  late  Sophus  Lie,  great  comparative  anatomist 
of  geometric  theories,  creator  of  the  doctrines  of  Contact 
Transformations  and  Infinite  Continuous  Groups  and  revo- 
lutionizer  of  the  Theory  of  Differential  Equations,  was 
asked  to  name  the  characteristic  endowment  of  the  mathe- 
matician, his  answer  was  the  following  quaternion :  'Phan- 
tasie,'  'Energie,'  'Selbstvertrauen,'  'Selbstkritik.'  Not  a 
word,  you  observe,  about  ratiocination.  Phantasie,  not 
merely  the  fine  frenzied  fancy  that  gives  to  airy  nothings 
a  local  habitation  and  a  name,  but  the  creative  imagination 
that  conceives  ordered  realms  and  lawful  worlds  in  which 
our  own  universe  is  as  but  a  point  of  light  in  a  shining 
sky;  Energie,  not  merely  endurance  and  doggedness,  not 
persistence  merely,  but  mental  vis  viva,  the  kinetic,  plung- 
ing, penetrating  power  of  intellect;  Selbstvertrauen  and 
Selbstkritik,  self-confidence  aware  of  its  ground,  deepened 
by  achievement  and  reinforced  until  in  men  like  Richard 
Dedekind,  Bernhard  Bolzano  and  especially  Georg  Cantor 
it  attains  to  a  spiritual  boldness  that  dares  leap  from  the 
island  shore  of  the  Finite  over  into  the  all-surrounding 
boundless  ocean  of  Infinitude  itself,  and  thence  brings  back 
the  gladdening  news  that  the  shoreless  vast  of  Transfinite 
Being,  differs  in  its  logical  structure  from  that  of  our  island 
home  only  in  owning  the  reign  of  more  generic  law." 


CHAPTER  II 

CHRONOLOGY   AND    HOROLOGY 

Altho  the  ancients  gave  so  much  of  their  attention  to 
understanding  and  recording  the  facts  of  astronomy,  yet 
there  was  very  little  systematic  attention  given  to  the 
computation  of  time  or  to  the  chronological  aspect  of  his- 
tory. Chronology  is  comparatively  a  modern  science,  yet 
a  highly  important  one.  Accurate  chronology  is  essential 
to  all  reasoning  from  historical  facts;  the  mutual  depend- 
ence and  relations  of  events  cannot  be  traced  without  it; 
with  great  propriety  it  has  been  called  one  of  the  eyes  of 
history,  while  geography  with  equal  propriety  has  been 
said  to  be  the  other. 

Present  acquaintance  with  the  truths  of  astronomy 
would  have  been  as  deep  had  Eastern  philosophers  never 
turned  their  eyes  to  the  realms  of  space  or  watched  the 
harmonious  movements  of  the  worlds  in  the  firmament 
above.  "The  moment,"  says  Sir  John  Herschel,  "as- 
tronomy became  a  branch  of  mechanics,  a  science  essen- 
tially experimental — that  is  to  say,  one  in  which  any  prin- 
ciple laid  down  can  be  subjected  to  immediate  and  decisive 
trial  and  where  the  experience  does  not  require  to  be 
waited  for — its  progress  acquired  a  tenfold  acceleration; 
nay,  to  such  a  degree  that  were  the  results  of  all  the  obser- 
vations from  the  earliest  ages  annihilated,  leaving  only 
those  made  in  Greenwich  Observatory  during  the  single 
lifetime  of  Maskelyne,  the  whole  of  this  most  perfect  of 
sciences  might,  from  those  data  and  as  to  the  objects  in- 
253 


254  MATHEMATICAL  APPLICATIONS 

eluded  in  them,  be  at  once  reconstructed  and  appear  pre- 
cisely as  it  stood  at  their  conclusion.  The  operation,  in- 
deed, of  Arabian  knowledge  of  astronomy  in  the  early 
ages  was  perhaps  principally  to  lend  a  plausibility  to 
astrology;  the  observers  of  stars,  like  Columbus  pre- 
dicting the  eclipse,  had  the  power  of  astonishing  when 
they  prepared  to  delude." 


Fig.  3  — Arabic  Astrolabe. 


CHRONOLOGY  AND  HOROLOGY    255 

The  most  obvious  measures  and  divisions  of  time  are 
those  suggested  to  all  men  by  the  revolutions  of  the  heav- 
enly bodies.  These  are  three — days,  months  and  years; 
the  day  from  the  revolution  of  the  earth  on  her  axis  or  the 
apparent  revolution  of  the  sun  around  the  earth;  the 
month  from  the  periodical  changes  in  the  moon;  the  year 
from  the  annual  motion  of  the  earth  in  her  orbit  round  the 
sun.  These  three  divisions  are  not  commensurate,  and 
this  has  caused  the  chief  embarrassment  in  the  science  of 
chronology;  it  has,  in  point  of  fact,  been  difficult  so  to 
adjust  them  with  each  other  in  a  system  of  measurement 
as  to  have  the  computed  time  and  the  actual  time  per- 
fectly in  agreement  or  coincidence. 

The  day  was  undoubtedly  the  earliest  division  and  origi- 
nally was  distinguished,  it  is  likely,  from  the  night  and 
extended  from  sunrise  to  sunset.  It  was  afterward  con- 
sidered as  including  also  the  night  and  was  marked  as  the 
time  from  sunrise  to  sunrise.  But  the  beginning  of  the 
day  has  been  reckoned  differently  by  different  nations  for 
civil  purposes;  at  sunrise  by  the  Babylonians,  Persians, 
Syrians  and  inhabitants  of  India;  at  sunset  by  the  Jews, 
Athenians,  ancient  Gauls  and  Chinese ;  at  midnight  by  the 
Egyptians,  Romans  and  moderns  generally.  Astronomers 
in  their  calculations  consider  the  day  as  beginning  at  noon, 
after  the  manner  of  the  Arabians. 

There  have  also  been  various  modes  of  subdividing  the 
day.  The  division  of  time  into  hours  is  very  ancient,  the 
oldest  hour  being  the  twelfth  part  of  a  day.  Herodotus 
observes  that  the  Greeks  learned  from  the  Egyptians, 
among  other  things,  the  method  of  dividing  the  day  into 
twelve  parts,  and  the  "astronomers  of  Cathaya"  still  re- 
tained that  method  at  the  time  of  Herodotus.  The  division 
of  the  day  into  twenty-four  hours  was  not  known  to  the 
Romans  before  the  Punic  War. 

The  Greeks,  in  the  time  of  Homer,  seem  not  to  have 
used  the  division  into  hours ;  his  poems  present  the  more 
obvious  parts  of  the  day,  morning,  noon  and  evening.    But 


256  MATHEMATICAL  APPLICATIONS 

before  the  time  of  Herodotus  they  were  accustomed  to  the 
division  of  the  day  and  of  the  night  also  into  twelve  parts. 
They  were  acquainted  also  with  the  division  of  the  day 
and  night  into  four  parts  each,  according  to  the  Jewish  and 
Roman  custom. 

The  Romans  subdivided  the  day  and  night  each  into  four 
parts,  which  were  called  vigils  or  watches.  They  also 
considered  the  day  and  night  as  each  divided  into  twelve 
hours;  three  hours,  of  course,  were  included  in  a  vigil. 
The  day  vigils  were  designated  simply  by  the  numerals 
first,  second,  third,  fourth,  but  as  the  second  vigil  com- 
menced with  the  third  hour,  the  third  vigil  with  the  sixth 
hour  and  the  fourth  with  the  ninth  hour,  the  terms  first, 
third,  sixth  and  ninth  are  also  used  to  signify  the  four  vigils 
of  the  day.  The  night  vigils  were  designated  by  the  names 
vesper,  evening,  midnight  and  cockcrow.  The  first  hour  of 
the  day  began  with  sunrise  and  the  twelfth  ended  at  sun- 
set; the  first  hour  of  the  night  began  at  sunset  and  the 
twelfth  ended  at  sunrise.  Of  course,  therefore,  the  hours 
of  the  day  in  summer  were  longer  than  those  of  the  night 
and  in  the  winter  they  were  shorter. 

The  division  of  time  into  months,  without  much  doubt, 
had  its  origin  in  the  various  phases  or  changes  of  the 
moon.  It  included  the  time  of  the  moon's  revolution  round 
the  earth,  or  between  two  new  moons,  or  two  successive 
conjunctions  of  the  sun  and  moon.  The  mean  period  is 
29  days,  12  hours,  44  minutes.  It  was  considered  to  be 
29^2  days,  and  the  ancients  commonly  reckoned  the  month 
as  consisting  alternately  of  29  and  30  days. 

The  Greeks  thus  reckoned  their  months.  Twelve  luna- 
tions so  computed  formed  the  year,  but  it  fell  short  of  the 
true  solar  year  by  about  nj4  days,  making  in  four  years 
about  45  days.  To  reconcile  this  and  bring  the  computa- 
tion by  months  and  years  to  coincide  more  exactly  another 
month  was  intercalated  every  two  years;  in  the  first  two 
years  a  month  of  22  days  and  in  the  next  two  a  month  of 
23  days.    Thus,  after  a  period  of  four  years,  the  lunar  and 


CHRONOLOGY  AND  HOROLOGY    257 

solar  years  would  begin  together.  But  the  effect  of  this 
system  was  to  change  the  place  of  the  months  relatively 
to  the  seasons,  and  another  system  was  adopted.  This  was 
based  on  the  supposition  that  the  solar  year  was  365^ 
days,  while  the  lunar  was  354,  which  would  in  a  period  of 
eight  years  give  a  difference  of  90  days.  The  adjust- 
ment was  made  by  intercalating,  in  the  course  of  the 
period,  three  months  of  30  days  each.  Its  invention 
was  attributed  to  Cleostratus  of  Tenedos;  it  was  univer- 
sally adopted  and  was  followed  in  civil  matters  even  after 
the  more  perfect  cycle  of  Meton  was  known. 

With  the  Romans  the  case  was  somewhat  different. 
Under  Romulus  they  are  said  to  have  had  only  ten  months, 
but  Numa  introduced  the  division  into  twelve,  according  to 
that  of  the  Greeks.  But,  as  has  been  seen,  this  formed 
only  a  lunar  year,  a  little  more  than  eleven  days  short  of 
the  solar  year;  therefore  an  "extraordinary  month"  was 
to  be  inserted  every  other  year.  The  intercalating  of  this 
and  the  whole  charge  of  dividing  the  year  was  intrusted  to 
the  Pontifices,  and  they  managed,  by  inserting  more  or 
fewer  days,  to  make  the  current  year  longer  or  shorter,  as 
they  for  any  reason  might  choose.  This  finally  caused  the 
months  to  be  transposed  from  their  stated  seasons,  so  that 
the  winter  months  were  carried  back  into  autumn  and  the 
autumnal  into  summer.  Julius  Caesar  put  an  end  to  this 
disorder  by  abolishing  the  intercalation  of  months  and  by 
adopting  a  system  which  was  available  by  the  more  ac- 
curate division  of  the  year. 

A  consideration  of  the  division  of  the  year  takes  the 
historian  back  into  the  twilight  of  history.  It  is  well 
known  that  the  Babylonians  had  a  system  of  notation  called 
the  sexagesimal,  which  reveals  a  high  degree  of  mathe- 
matical insight.  It  was  used  chiefly  in  the  construction  of 
a  system  of  weights  and  measures  and  reveals  some  knowl- 
edge of  geometrical  progressions,  but  the  indications  are 
that  it  was  in  the  possession  of  few  and  was  used  but 


258  MATHEMATICAL  APPLICATIONS 

little.  The  base  of  this  system  was  the  number  60.  The 
Babylonians  reckoned  the  year  at  360  days. 

The  Grecian  year,  however,  which  was  established  by 
Solon  and  continued  to  the  time  of  Meton  and  even  after, 
consisted  of  365^4  days.  This  division  was  probably  not 
formed  until  considerable  advance  had  been  made  in 
astronomical  science,  and  it  was  long  after  its  first  adop- 
tion before  it  attained  to  anything  like  an  accurate  form. 

The  Roman  year  seems  to  have  consisted  of  365  days 
until  the  time  of  Julius  Caesar,  who  attempted  to  remedy 
the  confusion  resulting  from  the  method  employed  by  the 
Romans  to  adjust  their  computations  by  lunar  months  to 
the  solar  year.  Caesar  instituted  a  year  of  365  days  and  6 
hours.  To  remove  the  error  of  80  days,  which  computed 
time  had  gained  of  actual  time,  he  ordered  one  year  of  445 
days,  which  was  called  the  Year  of  Confusion.  To  secure 
a  proper  allowance  for  the  six  hours  which  had  been  dis- 
regarded, but  which  would  amount  in  four  years  to  a  day, 
he  directed  that  one  additional  day  should  be  intercalated 
in  the  reckoning  of  every  fourth  year.  Thus  each  fourth 
year  should  have  366  days,  the  others  365.  This  is  called 
the  Julian  year  and  begins  to  show  some  of  the  familiar 
landmarks  of  modern  chronology.  But  even  in  the  plan 
of  the  great  Julius  there  was  still  a  fault,  owing  to  an 
error  in  computed  time.  The  extra  day  was  intercalated 
too  soon — that  is,  computed  time,  instead  of  gaining  six 
hours  a  year  as  was  supposed,  gained  only  5  hours,  48 
minutes  and  57  seconds,  so  that  a  whole  day  was  not  gained 
in  four  years.  The  intercalated  day  was  inserted  too  soon 
by  44  minutes  and  12  seconds,  and  of  course  computed 
time  by  this  plan  lost  44  minutes  and  12  seconds  every  four 
years  or  11  minutes  and  3  seconds  every  year.  In  131 
years  this  makes  a  loss  of  computed  time  of  one  day  or 
computed  time  would  be  one  day  behind  actual  time.  In 
1582  a.d.  this  loss  had  amounted  to  ten  days,  and  Pope 
Gregory  XIII.  attempted  to  remedy  the  evil  by  a  new 
expedient.     This  was  to  drop  the  intercalary  day  every 


CHRONOLOGY  AND  HOROLOGY    259 

hundredth  year  except  the  four  hundredth.  The  Gregorian 
year  was  immediately  adopted  in  Spain,  Portugal  and 
Italy  and  during  the  same  year  in  France,  in  Catholic 
Germany  in  1583,  in  Protestant  Germany  and  Denmark  in 
1700,  in  Sweden  in  1753.  In  England  it  was  adopted  in 
1752  by  act  of  Parliament  directing  the  3d  of  September  to 
be  styled  the  14th,  as  computed  time  had  lost  eleven  days. 
This  was  called  the  change  from  Old  to  New  Style.  The 
Julian  calendar,  or  Old  Style,  is  still  retained  in  Russia 
and  Greece,  whose  dates  consequently  are  now  12  days  in 
arrear  of  those  of  other  countries  of  the  western  hemi- 
sphere. It  is  also  retained  in  the  Greek  and  Armenian 
churches. 

Different  nations  have  begun  the  year  at  different  sea- 
sons or  months.  The  Romans  at  one  time  considered  it  as 
beginning  in  March,  but  afterward  in  January.  The 
Greeks  placed  its  commencement  at  the  summer  solstice. 
The  Christian  clergy  used  to  begin  it  at  the  25th  of  March, 
and  this  style  was  practiced  in  England  and  in  the  Amer- 
ican colonies  until  1752  a.d.,  on  the  change  from  Old  Style 
to  New,  when  the  1st  of  January  was  adopted. 

In  adjusting  the  different  methods  of  computing  time,  or 
the  division  of  time  into  days,  months  and  years,  great 
advantage  is  derived  from  the  invention  of  cycles.  These 
are  periods  of  time  so  denominated  from  the  Greek  word 
meaning  a  circle,  because  in  their  compass  a  certain  revolu- 
tion is  completed.  Under  the  term  cycle  may  be  included 
the  Grecian  Olympiad,  a  period  of  four  years;  the  Octae- 
teris,  or  period  of  eight  years;  the  Roman  Lustrum,  a 
period  of  five  years,  and  also  the  Julian  year,  or  period  of 
four  years.  The  period  of  400  years,  comprehended  in  the 
system  of  Gregory,  may  justly  be  termed  the  Cycle  of 
Gregory.  Besides  these,  there  are  the  Lunar  Cycle,  the 
Solar  Cycle,  the  Cycle  of  Indiction  and  the  Julian  Period. 

The  Lunar  Cycle  is  a  period  of  19  years.  Its  object  is 
to  accommodate  the  computation  of  time  by  the  moon  to 
the  computation  by  the  sun,  or  to  adjust  the  solar  and  lunar 


260  MATHEMATICAL  APPLICATIONS 

years.  The  nearest  division  of  the  year  by  months  is  into 
twelve,  but  twelve  lunations  fall  short  of  the  solar  year  by 
about  eleven  days.  Of  course,  every  change  in  the  moon 
in  any  year  will  occur  eleven  days  earlier  than  it  did  in 
the  preceding  year,  but  at  the  expiration  of  nineteen  years 
they  occur  again  nearly  at  the  same  time.  This  cycle  was 
invented  by  Meton,  an  Athenian  astronomer  who  lived 
about  430  b.c.  The  improvement  was  at  the  time  received 
with  universal  approbation,  but  not  being  perfectly  ac- 
curate it  was  afterward  corrected  by  Eudoxus  and  subse- 
quently by  Calippus.  The  Cycle  of  Meton  was  employed 
by  the  Greeks  to  settle  the  time  of  their  festivals,  and  the 
use  of  it  was  discontinued  when  these  festivals  ceased  to  be 
celebrated.  The  Council  of  Nice,  however,  wishing  to 
establish  some  method  for  adjusting  the  new  and  full 
moons  to  the  course  of  the  sun,  with  a  view  to  determining 
the  time  for  Easter,  adopted  again  the  Meton  Cycle,  and 
from  its  great  utility  they  caused  the  numbers  of  it  to  be 
written  on  the  calendar  in  golden  letters,  which  has  ob- 
tained for  it  the  name  of  the  Golden  Number.  This  name 
is  still  applied  to  the  current  year  of  the  Lunar  Cycle  and 
is  always  given  in  the  almanacs. 

The  Solar  Cycle  is  a  period  of  28  years.  Its  use  is  to 
adjust  the  days  of  the  week  to  the  days'  of  the  month  and 
the  year.  As  the  year  consists  of  52  weeks  and  1  day,  it 
is  plain  that  it  must  begin  and  end  on  the  same  day,  and 
if  52  weeks  and  1  day  were  the  exact  year,  or  if  there  were 
no  leap  year,  the  year  would,  after  seven  years,  begin  again 
on  the  same  day.  But  the  leap  year,  consisting  of  52  weeks 
and  2  days,  interrupts  the  regular  succession  every  fourth 
year,  and  the  return  to  the  same  day  of  the  week  is  not 
effected  until  four  times  seven,  or  twenty-eight  years. 
This  cycle  is  employed  particularly  to  furnish  a  rule  for 
finding  Sunday  or  to  ascertain  the  Dominical  Letter. 
Chronologers  employ  the  first  seven  letters  of  the  alphabet 
to  designate  the  seven  days  of  the  week,  and  the  Dominical 
Letter  for  any  year  is  the  letter  which  represents  Sunday 


CHRONOLOGY  AND  HOROLOGY    261 

for  that  year.  Tables  are  given  for  the  purpose  of  finding 
it  in  chronological  and  astronomical  books. 

The  Cycle  of  Indiction  is  a  period  of  15  years.  The 
origin  and  primary  use  of  this  has  been  the  subject  of  vari- 
ous conjectures  and  discussions.  It  seems  to  have  been 
established  by  Constantine  the  Great,  in  the  fourth  cen- 
tury, as  a  period  at  the  end  of  which  a  certain  tribute 
should  be  pi  i  by  the  different  provinces  of  the  empire. 
Public  acts  of  the  emperors  were  afterward  dated  by  the 
years  of  this  cycle. 

The  Paschal  Cycle  is  a  period  of  532  years,  after  which 
Easter  falls  on  the  same  day  of  the  year. 

The  cycle  which  has  been  perhaps  most  celebrated  is  that 
termed  the  Julian  Period  and  was  invented  by  Joseph 
Scaliger.  Its  object  was  to  furnish  a  common  language 
for  chronologers  by  forming  a  series  of  years,  some  term 
of  which  should  be  fixed,  and  to  which  the  various  modes 
of  reckoning  might  be  easily  applied.  To  accomplish  this 
he  combined  three  cycles  of  the  moon,  sun  and  indiction, 
multiplying  19,  28  and  15  into  one  another,  which  produces 
7,980,  after  which  all  three  cycles  will  return  in  the  same 
order,  every  year  taking  again  the  same  number  of  each 
cycle  as  before.  This  invention  would  be  of  great  impor- 
tance if  there  was  no  universally  acknowledged  epoch,  or 
fixed  year,  from  which  to  compute,  but  its  use  is  almost 
entirely  superseded  by  the  general  adoption  of  the  Chris- 
tian era  as  a  fixed  standard. 

It  is  essential  to  correct  and  exact  chronology  that  there 
should  be  some  fixed  epoch  to  which  all  events  may  be 
referred  and  be  measured  by  their  distance  from  it.  It  is  of 
comparatively  little  consequence  what  the  epoch  is,  pro- 
vided it  is  fixed  and  acknowledged,  as  it  is  perfectly  easy  to 
compute  in  a  retrograde  manner  the  time  before  it,  as  well 
as  in  a  direct  manner  the  time  after  it.  The  Greeks  for  a 
long  time  had  no  fixed  epoch,  but  afterward  they  reckoned 
by  Olympiads,  periods  of  four  years.  These  began  yy6 
B.C.    The  Romans  often  reckoned  by  lustrums,  often  by  the 


262  MATHEMATICAL  APPLICATIONS 

year  of  the  consul  or  emperor.  The  building  of  the  city 
was  their  grand  epoch,  which  began  753  b.c.  The  present 
era  began  to  be  used  about  360  a.d.,  according  to  some 
writers,  but  others  state  that  it  was  invented  by  Dionysius, 
a  monk,  about  527  a.d. 

The  Mohammedan  Era,  or  Hegira,  was  founded  on  the 
flight  of  Mohammed  from  Mecca  to  Medina,  622  a.d.  One 
of  the  interesting  vagaries  of  chronological  history  is 
found  in  the  Era  of  the  French  Republic,  which  the  revo- 
lutionists attempted  to  establish.  This  was  introduced  in 
J793>  with  a  formal  rejection  of  the  Sabbath  and  of  the 
hebdominal  week  and  a  novel  arrangement  and  pedantic 
nomenclature  of  the  months.  The  22d  of  September  was 
fixed  as  the  beginning  of  the  year.  The  year  consisted  of 
twelve  months  of  thirty  days  each,  which  were  divided, 
not  by  weeks,  but  into  three  decades  or  periods  of  ten 
days.  As  this  would  comprise  but  360  days,  five  were 
added  at  the  close  of  the  last  month  of  the  year,  called 
complementary  days,  and  at  the  close  of  every  fourth  year 
a  sixth  day  was  added,  called  the  Day  of  the  Republic. 
The  cycle  of  the  four  years  was  termed  the  Franciade. 
This  calendar  was  used  about  twelve  years.  The  Gre- 
gorian calendar  was  restored  on  January  1,  1806. 

The  mechanical  instruments  that  have  been  made  for 
the  measurement  of  time  present  in  themselves  an  inter- 
esting pictorial  commentary  upon  the  more  abstract  sci- 
ence of  chronology.  Horology,  the  art  of  measuring  the 
hours  or  any  definite  small  portions  of  time,  began  when 
man  first  marked  the  shadow  of  any  upright  object  and 
noted  its  movements  in  relation  to  the  apparent  movement 
of  the  sun.  The  next  step  came  when  he  noted  that  a  staff 
placed  in  the  ground  and  pointed  toward  the  north  will 
always  at  a  particular  hour  of  the  day  throw  a  shadow  in 
the  same  direction.  This  fact,  undoubtedly  observed  by 
the  Babylonians  in  the  most  ancient  times,  suggested  the 
idea  of  the  sun-dial.  This  instrument  consists  of  two  parts, 
the  "gnomon,"  or  upright  staff  or  "style,"  usually  a  piece 


CHRONOLOGY  AND  HOROLOGY     263 

of  metal,  always  placed  parallel  to  the  earth's  axis  and 
therefore  pointing  to  the  north  star,  and  the  dial,  another 
plate  of  metal  or  stone,  usually  horizontal,  on  which  are 
marked  the  directions  of  the  shadow  for  the  several  hours, 
their  halves  and  quarters  and  sometimes  smaller  divisions. 


Fig.    4  — Simple    Sun-dial  Face,    Measured    for    Latitude    of 
New  York. 

Sun-dials  were  generally  known  in  ancient  times.  It  is 
suggested  that  the  circular  rows  of  stones  built  by  the 
Druids  were  used  to  mark  the  sun's  path  and  to  indicate  the 
times  and  seasons.  Obelisks  are  also  supposed  by  some 
writers  to  have  been  used  for  measuring  sun  shadows. 
The  Greeks  were  perfectly  acquainted  with  the  method  of 
making  sun-dials  with  inclined  styles.    Small  portable  sun- 


264 


MATHEMATICAL  APPLICATIONS 


dials  were  much  prized  before  the  introduction  of  watches, 
and  were  provided  with  compasses  by  which  they  could 
be  turned  round  so  that  the  style  pointed  to  the  north. 
Sun-dials  have  been  found  in  the  ruins  of  ancient  cities 


Fig.  5  — Dial  Set  Up  with  South  Exposure. 


of  Greece,  in  Rome,  in  the  excavations  of  Pompeii  and 
Herculaneum,  and  many  medieval  specimens  are  well 
known. 

The  objections  to  a  sun-dial  are  that  the  shadow  of  the 
style  is  not  sufficiently  well  defined  to  give  very  accurate 


CHRONOLOGY  AND   HOROLOGY 


265 


results  and  that  refraction,  which  always  makes  the  sun 
appear  a  little  too  high,  throws  the  shadow  a  trifle  toward 
noon  at  all  times.  That  is,  the  time  is  a  little  too  fast  in 
the  morning  and  too  slow  in  the  afternoon.  More  than 
that,  a  correction  is  always  necessary  in  order  to  find  civil, 
or  clock,  time. 

The  simplest  form  of  sun-dial  is  the  best,  and  as  a  regu- 
lator of  clocks  the  dial  is  good  within  one  or  two  minutes. 
The  "noon  mark"  is  simply  a  north-and-south  line  marked 
on  a  horizontal  plane  and  the  style  is  any  object  fixed  to 


en 


P3l 


Fig.    6  — Early    Currency    of    the    United    States,    Showing 
Sun-dial. 


the  dial  and  slanted  so  as  to  point  to  the  north  pole.  On 
four  days  of  the  year  the  sun  is  right  with  mean  time  and 
the  shadow  mark  may  be  set  on  those  days,  or  on  other 
days  the  noon  mark  may  be  set  by  consulting  the  table  in 
the  almanac  which  shows  the  variation  of  the  sun  from 
civil  time  in  even  minutes.  Thus  on  October  10,  1909,  the 
noon  mark  could  be  made  by  the  shadow  of  the  style  at 
11.47  by  tne  clock  and  it  would  be  right  for  all  time  to 
come. 

A  device  less  dependent  upon  the  climatic  conditions 
was  the  water-clock,  or  clepsydra.  It  is  said  that  this 
instrument  was  in  use  among  the  Chaldeans  and  an- 
cient Hindus.     Sextus  Empiricus  says  that  the  Chaldees 


266  MATHEMATICAL  APPLICATIONS 

used  such  a  vessel  for  finding  their  astrological  data,  but 
remarks  that  the  unequal  flowing  of  the  water  and  the 
alterations  of  atmospheric  temperature  rendered  their  cal- 
culations inaccurate. 

In  this  instrument  the  water,  which  falls  drop  by  drop 
from  the  orifice  of  one  vessel  into  another,  floats  a  light 
body  that  marks  the  height  of  the  water  as  it  rises  against 
a  graduated  scale  and  thus  denotes  the  time  that  has 
elapsed.  As  a  measure  of  hours  of  the  day  in  countries 
such  as  Egypt,  where  the  hours  were  always  equal  and 
thus  where  the  longer  days  contained  more  hours,  the 
water-clock  was  very  suitable,  but  in  Greece  and  Rome, 
where  the  day,  whatever  its  length,  was  always  divided 
into  twelve  hours,  the  simple  water-clock  was  as  unsuit- 
able as  a  modern  clock  would  be,  for  it  always  divided  the 
hours  equally  and  took  no  account  of  the  fact  that  by  such 
a  system  the  hours  in  summer  were  longer  than  in  winter. 

In  order,  therefore,  to  make  the  water-clock  available  in 
Greece  and  Italy  it  became  necessary  to  make  the  hours 
unequal  and  to  arrange  them  to  correspond  with  unequal 
hours  in  the  Greek  day.  This  plan  was  accomplished  by 
placing  a  float  upon  the  water  in  the  vessel  that  measured 
the  hours,  and  on  the  float  stood  a  figure  made  of  thin 
copper,  with  a  wand  in  its  hand.  This  wand  pointed  to 
an  unequally  divided  scale.  A  separate  scale  was  provided 
for  every  day  in  the  year,  and  these  scales  were  mounted 
on  a  drum  which  revolved  so  as  to  turn  round  once  in  the 
year.  Thus  as  the  figure  rose  each  day  by  means  of  a  cog- 
wheel it  moved  the  drum  round  one  division  or  one-three- 
hundred-and-sixty-fifth  part  of  a  revolution.  By  this 
means  the  scale  corresponding  to  any  particular  day  of 
winter  or  summer  was  brought  opposite  the  wand  of  the 
figure,  and  thus  the  scale  of  hours  was  kept  true.  In  fact, 
the  water-clock,  which  kept  true  time,  was  made  by  arti- 
ficial means  to  keep  untrue  time,  in  order  to  correspond 
with  the  unequal  hours  of  the  Greek  days.  One  of  the 
more  complicated  forms  of  the  water-clock  was  probably 


CHRONOLOGY  AND   HOROLOGY 


267 


invented  by  Ctesibus  of  Alexandria.  In  the  Athenian 
courts  a  speaker  was  allowed  a  certain  number  of  amphorae 
of  water  for  his  speech,  the  quantity  dependent  on  the  im- 
portance of  his  suit.  Both  the  simple  and  more  elaborate 
forms  of  clepsydrae  were  introduced  into  Rome  in  the 
second  century  b.c. 


Chinese  Water    Clock. 


second  century  b.c.  A  Chinese  water-clock,  reputed  to  be 
over  3,000  years  old,  consisted  of  four  copper  jars,  on 
ascending  steps,  with  small  openings  and  filled  every  morn- 
ing. The  purpose  of  the  series  was  to  obviate  the  irregu- 
larity in  dropping  which  would  be  caused  by  the  greater 
weight  in  the  first  jar  at  the  beginning  of  the  day. 

The  running  of  fine  sand  from  one  vessel  into  another 
was  found  to  afford  a  still  more  certain  measure  of  time, 
so  the  hour-glass  came  into  being.  This  instrument  con- 
sists of  two  bulbs  of  glass  united  by  a  narrow  neck;  one 


268  MATHEMATICAL  APPLICATIONS 

of  the  bulbs  is  nearly  filled  with  dry  sand,  fine  enough  to 
run  freely  through  the  orifice  in  the  neck,  and  the  quantity 
of  sand  is  just  as  much  as  can  run  through  the  orifice  in  an 
hour,  if  the  instrument  is  to  be  really  an  hour-glass;  in  a 
minute,  if  a  minute-glass.  It  is  said  that  King  Alfred 
observed  the  lapse  of  time  by  noting  the  gradual  shorten- 
ing of  a  lighted  candle. 

The  pendulum  is  the  mechanical  basis  of  modern 
clocks  and  was  first  scientifically  investigated  by  Galileo 
in  the  latter  half  of  the  sixteenth  century.  The  story  runs 
that  while  he  was  praying  one  day  in  the  cathedral  at  Pisa 
his  attention  was  arrested  by  the  motion  of  the  great  lamp 
which,  after  being  lighted,  had  been  left  swinging.  Galileo 
proceeded  to  time  its  oscillations  by  the  only  watch  in  his 
possession — namely,  his  own  pulse.  He  found  the  times, 
as  near  as  he  could  tell,  to  remain  the  same,  even  after  the 
motion  had  greatly  diminished.  Thus  was  discovered  the 
isochronism  of  the  pendulum.  Later  experiments  carried 
out  by  Galileo  showed  that  the  time  of  oscillation  was  inde- 
pendent of  the  mass  and  material  of  the  pendulum  and 
varied  as  the  square  root  of  its  length. 

Galileo's  invention  did  not  become  generally  known  at 
that  time,  and  fifteen  years  later,  in  1656,  Christian  Huy- 
gens  independently  invented  a  pendulum  clock  which  met 
with  general  and  rapid  appreciation.  The  honor  of  this 
invention  belongs,  therefore,  to  both  Galileo  and  Huygens. 

Wheel-work  had  been  known  long  before  the  time  of 
Galileo  and  had  been  skilfully  applied  by  Archimedes. 
When  therefore  some  sort  of  wheel  mechanism  was  needed 
to  keep  the  pendulum  oscillating,  the  mechanical  means 
were  at  hand.  Galileo  saw  that  if  the  pendulum  could  be 
kept  swinging,  a  timepiece  could  be  constructed  which 
would  be  mathematically  perfect.  There  must  be  some 
reservoir  of  force  such  that  when  a  pendulum  comes  back 
and  touches  it  the  touch  shall  allow  some  pent-up  power  to 
escape  and  to  drive  the  pendulum  forward.  An  arrange- 
ment of  this  kind  was  contrived  by  Galileo.    He  provided 


CHRONOLOGY  AND   HOROLOGY 


269 


a  wheel  with  a  number  of  pins  around  it.  The  pendulum 
had  an  arm  attached  to  it  and  there  was  a  ratchet  with  a 
projecting  arm  which  engaged  with  the  pins.  This  ar- 
rangement is  called  an  escapement. 

The  type  of  escapement  invented  by  Galileo  was,  for 
practical  purposes,  full  of  imperfections,  and  it  was  left 
for  later  inventors  to  modify  his  ideas  and  to  improve  on 


Fig.  8  — Escapement  Principle.  Fig.  9  — Mechanism  of 

'Grandfather's  Clock.' 


them  until  an  accurate  timepiece  was  achieved.  The 
balance-wheel  was  invented,  which  does  the  work  of  the 
pendulum,  and  various  escapements,  such  as  the  crown  or 
verge  escapement,  the  anchor-and-crutch  escapement,  the 
dead-beat  escapement  and  the  gravity  escapement,  have 
all  taken  their  place  in  the  development  of  the  timepiece. 
The  prime  requisite  of  a  good  escapement  is  that  the  im- 
pulse communicated  to  the  pendulum  be  invariable,  not- 
withstanding any  irregularity  or  foulness  in  the  train  of 
wheels.     The  compensating  balance-wheel  is  a  balance- 


2;o  MATHEMATICAL  APPLICATIONS 

wheel  whose  rim  is  formed  of  two  metals  of  different  ex- 
pansive powers,  so  arranged  that  the  change  of  size  of  the 
wheel,  as  the  temperature  rises  or  falls,  is  compensated  for 
by  the  change  in  position  of  the  parts  of  the  rim. 

The  anchor  escapement  was  employed  in  that  popular 
and  excellent  timepiece  used  throughout  the  eighteenth 
and  in  the  early  part  of  the  nineteenth  century  and  now 
known  as  the  Grandfather  Clock.  In  this  clock  the  pen- 
dulum is  hung  from  a  strip  of  thin  steel  spring,  which 
allows  it  to  oscillate  and  supports  it  without  friction.  This 
manner  of  supporting  pendulums  is  now  very  much  in  use. 

The  watch  differs  from  the  original  clock  in  that  it  has  a 
vibrating  wheel  instead  of  a  vibrating  pendulum.  As  in  a 
clock  gravity  is  always  pulling  the  pendulum  down  to  the 
bottom  of  its  arc,  but  does  not  fix  it  there,  because  the  mo- 
mentum acquired  during  its  fall  from  one  side  carries  it  up 
to  an  equal  height  on  the  other,  so  in  a  watch  a  spring,  gen- 
erally spiral,  surrounding  the  axis  of  the  balance-wheel,  is 
always  pulling  this  toward  a  middle  position  of  rest,  but  does 
not  fix  it  there,  because  the  momentum  acquired  during  its 
approach  to  the  middle  position  from  either  side  carries  it 
just  as  far  past  on  the  other  side,  and  the  spring  has  to 
begin  its  work  again.  The  balance-wheel  at  each  vibra- 
tion allows  one  tooth  of  the  adjoining  wheel  to  pass,  as 
the  pendulum  does  in  a  clock,  and  the  record  of  the  beats 
is  preserved  by  the  wheel  which  follows.  A  main  spring 
is  used  to  keep  up  the  motion  of  the  watch,  instead  of  the 
weight  used  in  a  clock,  and  as  a  spring  acts  equally  well 
whatever  be  its  position,  the  watch  keeps  time  altho  car- 
ried in  the  pocket  or  in  a  moving  ship.  In  winding  up 
a  watch  one  turn  of  the  axle  on  which  the  watch  is  fixed 
is  rendered  equivalent  by  the  train  of  wheels  to  about  400 
turns  or  beats  of  the  balance-wheel,  and  thus  the  exertion 
during  a  few  seconds  of  the  hand  which  winds  up  gives 
motion  for  twenty-four  or  thirty  hours. 

The  laws  of  the  mechanism  of  the  clock  can  easily  be 
understood.      The    experiments    with    the    pendulum    and 


CHRONOLOGY  AND  HOROLOGY    271 

with  springs  revealed  certain  principles  which  were  early 
reduced  to  six  and  can  be  stated  thus : 

(1)  A  harmonic  motion  is  one  in  which  the  accelerating- 
force  increases  with  the  distance  of  the  body  from  some 
fixed  point. 

(2)  Bodies  moving  harmonically  make  their  swings 
about  this  point  in  equal  times. 

(3)  A  spring  of  any  sort  or  shape  always  has  a  resti- 
tutional  force  proportional  to  the  displacement, 

(4)  And  therefore  masses  attached  to  springs  vibrate 
in  equal  times,  however  large  the  vibration  may  be. 

(5)  The  bob  of  a  pendulum,  oscillating  backward  and 
forward,  acts  like  a  weight  under  the  influence  of  a  spring 
and  is  therefore  isochronous. 

(6)  The  time  of  vibration  of  a  pendulum  is  uninfluenced 
by  changes  in  the  weight  of  the  bob,  but  is  influenced  by 
changes  in  the  length  of  the  pendulum  rod.  The  time  of 
vibration  of  a  mass  attached  to  a  spring  is  influenced  by 
changes  in  the  mass. 

Early  attempts  were  made  to  use  a  pendulum  clock  at 
sea,  suspending  it  so  as  to  avoid  disturbance  to  its  motion 
by  the  rocking  of  the  ship.  These  proved  vain.  It  there- 
fore became  desirable  that  a  watch  with  a  balance-wheel 
should  be  contrived  to  go  with  a  degree  of  accuracy  in 
some  respects  comparable  with  the  accuracy  of  a  pendu- 
lum clock.  To  encourage  inventors  an  Act  of  Parliament 
was  passed  in  the  thirteenth  year  of  Queen  Anne's  reign 
promising  a  large  reward  to  any  one  who  would  invent  a 
method  of  finding  the  longitude  at  sea  true  to  half  a  de- 
gree— that  is,  true  to  thirty  geographical  miles.  If  the 
finding  of  the  longitude  were  to  be  accomplished  by  the 
invention  of  an  accurate  watch,  then  this  involved  the  use 
of  a  watch  that  should  not,  in  several  months'  going,  have 
an  error  of  more  than  two  minutes,  or  the  time  the  earth 
takes  to  turn  through  half  a  degree  of  longitude. 

This  was  the  problem  which  John  Harrison,  a  carpenter 
of   Yorkshire,   made   it   his   life   business   to   solve.     His 


272  MATHEMATICAL  APPLICATIONS 

efforts  lasted  over  forty  years,  but  at  the  end  he  succeeded 
in  winning  the  prize.  His  instruments  have  been  much 
improved  by  subsequent  inventors  and  have  resulted  in 
the  construction  of  the  modern  ship's  chronometer,  a 
large  watch  about  six  inches  in  diameter,  mounted  on 
axles,  in  a  mahogany  box.  The  marine  chronometer  dif- 
fers from  the  ordinary  watch  in  the  principle  of  its  escape- 
ment, which  is  so  constructed  that  the  balance  is  free  from 
the  wheels  during  the  greater  part  of  its  vibration,  and 
also  in  being  fitted  with  a  compensation  adjustment  similar 
to  that  in  the  balance-wheels  of  the  finer  clocks  and 
watches.  The  balance-spring  of  the  chronometer  is  heli- 
coidal,  that  of  the  watch  spiral. 

One  of  the  inventions  of  modern  times  is  the  pneumatic 
clock,  which  is  one  of  a  series  of  clocks  governed  by  pul- 
sations of  air  sent  at  regular  intervals  to  them  through 
tubes  by  a  central  clock  or  regulator.  The  movement  of 
the  central  clock  compresses  the  air  in  the  tube  and  causes 
a  bellows  to  expand  on  each  dial,  thus  moving  the  hands. 

Another  recent  invention  is  a  clock  without  wheels  or 
pendulum.  It  consists  solely  of  two  inclined  plates  with 
zigzag  tracks  and  the  clock  framework  supporting  them. 
A  perforated  disk  connected  with  the  shaft  which  journals 
in  the  frame  and  two  ball  weights  suspended  in  each  tower 
and  connected  by  means  of  a  cord  to  the  shaft  successfully 
furnish  the  motive  power.    These  weights  are  raised  daily. 

So  the  ingenuity  of  man  goes  on  measuring  this  earthly 
element  of  time.  Laplace  said  that  "Time  is  to  us  the 
impression  left  on  the  memory  by  a  series  of  events," 
and  that  motion,  and  motion  only,  can  be  used  in  meas- 
uring it.  Thus  it  is  motion,  whether  of  the  shadow  on 
the  grass,  the  dropping  of  water  or  the  continuous  oscilla- 
tions of  a  swinging  body,  which  is  the  necessary  and 
unvarying  element  in  all  the  measurements  of  time. 


CHAPTER  III 


SURVEYING   AND    NAVIGATION 


One  of  the  earliest  necessities  of  civilization  was  a  sys- 
tem of  ascertaining  by  measurement  the  shape  and  size  of 
any  portion  of  the  earth's  surface  and  representing  the 
results  on  a  reduced  scale  on  maps.  This  is  the  surveyor's 
art  and  is  supposed  to  have  originated  in  Egypt,  where 
property  boundaries  were  annually  obliterated  by  the  in- 
undations of  the  Nile.  In  Rome  surveying  was  considered 
one  of  the  liberal  arts,  and  the  measurement  of  lands  was 
entrusted  to  public  officers,  who  enjoyed  certain  privileges. 

Julius  Caesar  conceived  the  idea  of  a  complete  survey  of 
the  whole  empire.  For  this  purpose  three  geometers  were 
employed :  Theodotus,  entrusted  with  the  survey  of  the 
northern  provinces ;  Zenodoxus,  with  the  survey  of  the 
eastern,  and  Polycletus,  of  the  southern.  It  is  stated  that 
a  partial  survey  was  finished  19  b.c.  and  the  whole  com- 
pleted in  6  a.d.  The  materials  collected  were  lodged  in  the 
public  archives,  receiving  from  time  to  time  marks  and 
notes  to  designate  the  various  changes  in  the  provinces.  It 
was  consulted  by  Pliny.  The  numerous  changes  at  length 
required  the  construction  of  another  chart  with  corrected 
measurements,  which  was  effected  about  230  a.d.  under 
Alexander  Severus.  Of  this  chart  the  celebrated  docu- 
ment Tabula  Peutingerianse  is  supposed  by  some  modern 
critics  to  be  an  imperfect  copy. 

The  mathematicians  of  the  Alexandrian  school  made  a 
distinct  contribution  to  the  art  of  surveying.  Most  authori- 
273 


274  MATHEMATICAL  APPLICATIONS 

ties  believe  Heron  of  Alexandria  to  be  the  author  of 
"Dioptra,"  tho  some  writers  have  attributed  it  to  another 
mathematician  of  a  later  date  by  the  name  of  Heron. 
"Dioptra,"  says  Venturi,  "were  instruments  resembling 
the  modern  theodolites.  The  instrument  consisted  of  a 
rod,  four  yards  long,  with  little  plates  at  the  end  for  aim- 
ing. This  rested  upon  a  circular  disk.  The  rod  could  be 
moved  horizontally  and  also  vertically.  By  turning  the  rod 
around  until  stopped  by  two  suitably  located  pins  on  the 
circular  disk,  the  surveyor  could  work  off  a  line  perpen- 
dicular to  a  given  direction.  The  level  and  plumb  line 
were  also  used."  Heron  explains,  with  the  aid  of  these 
instruments  and  of  geometry,  a  large  number  of  surveying 
problems,  such  as  to  find  the  distance  between  two  points, 
only  one  of  which  is  accessible,  or  between  two  points 
which  are  visible  but  both  inaccessible;  from  a  given 
point  to  run  a  perpendicular  to  a  line  which  cannot  be 
approached;  to  find  the  difference  of  level  between  two 
points,  and  to  measure  the  area  of  a  field  without  entering 
it.  The  "Dioptra"  discloses  considerable  mathematical 
ability,  but  it  gives  rules  and  directions  without  proof. 

The  higher  development  of  the  art  of  surveying,  like  so 
many  other  mechanical  arts  depending  on  mathematics,  is 
of  comparatively  recent  date.  The  enormous  areas  of  new 
land  opened  for  habitation  in  the  New  World,  the  con- 
struction of  railroads,  bridges  and  water  works  have  em- 
ployed the  keenest  practical  minds  in  solving  large  survey- 
ing and  engineering  problems,  of  which  the  Government 
does  a  large  part. 

Surveys  may  be  divided  into  three  classes:  First,  those 
made  for  general  purposes,  or  information  surveys,  which 
may  be  exploratory,  geodetic,  geographic,  topographic  or 
geologic;  second,  those  made  for  jurisdictional  purposes, 
or  cadastral  surveys,  which  define  political  boundaries  and 
those  of  private  property  and  determine  the  enclosed  areas ; 
third,  there  are  surveys  made  for  construction  purposes,  or 
engineering  surveys,  on  which  are  based  estimates  of  the 


SURVEYING  AND  NAVIGATION  275 

cost  of  public  and  private  works,  such  as  canals,  railways, 
water  supplies  and  the  like  and  their  construction  and  im- 
provement. 

The  topographic  survey,  one  of  those  in  the  first  class, 
is  made  for  military,  industrial  and  scientific  purposes. 
The  topographic  map,  made  directly  from  nature  by  meas- 
urements and  sketches  on  the  ground,  is  the  mother  map 
from  which  all  others  are  derived.  It  shows  with  accuracy 
all  the  drainage,  relief  and  cultural  features  which  it  is 
practicable  to  represent  on  the  scale  chosen.  These  fea- 
tures are  numerous  and  important,  if  the  government  maps 
of  the  advanced  modern  nations  are  taken  as  a  model.  On 
the  topographical  maps  issued  by  the  United  States  Geo- 
logical Survey  are  exhibited  hydrography,  or  water  fea- 
tures, such  as  ponds,  streams,  lakes  and  swamps;  hypsog- 
raphy,  or  relief  of  surface,  as  hills,  valleys  and  plains,  and 
the  features  constructed  by  man,  as  cities,  roads  and  vil- 
lages, with  the  names  and  boundaries. 

The  uses  of  topographic  maps  are  many.  For  the  pur- 
poses of  a  national  government  or  a  State  they  are  invalu- 
able, as  they  furnish  data  from  which  may  be  determined 
the  value  of  projects  for  highway  improvement,  for  rail- 
ways, for  city  water  supply  and  sewerage  and  for  the  sub- 
division into  counties,  townships  and  the  like.  They  serve 
the  military  department  in  locating  encampment  grounds, 
in  planning  practice  or  actual  operations  in  the  field  and, 
during  war,  in  indicating  the  precise  situations  of  ravines, 
ditches,  buildings,  hills  and  streams.  The  Post-office  De- 
partment utilizes  them  in  considering  all  problems  con- 
nected with  the  changing  of  mail  routes,  star  routes,  and 
especially  in  connection  with  contracts  and  assignments  of 
rural  free-delivery  routes.  In  the  future  wooded  areas 
are  to  be  indicated  on  the  United  States  Government  maps, 
so  that  foresters  will  find  them  useful,  as  well  as  those  peo- 
ple who  are  investigating  mineral  resources,  water  power 
and  land  reclamation. 

The  operations  involved  in  surveying  are  the  measure- 


276 


MATHEMATICAL  APPLICATIONS 


ment  of  distances,  level,  horizontal,  vertical  and  inclined, 
and  of  angles,  horizontal,  vertical  and  inclined,  and  the 
necessary  drawing  and  computing  to  represent  properly  on 
paper  the  information  obtained  by  the  field  work.  If  the 
tract  to  be  surveyed  is  so  large  that  the  curvature  of  the 
earth's  surface  must  be  taken  into  account,  it  is  a  geodetic 
survey. 

The  practical  basis  of  surveying  is  the  mathematical 
theory  of  the  triangle  and  the  solution  of  the  various  prob- 
lems of  the  triangle  by  means  of  geometrical  formula?  and 


l-l 


-2»m 


B 


*B     jj  W ]E 

Fig.    10  — Examples  of  Triangulation. 

logarithms.  If  two  angles  and  one  side  of  a  triangle  are 
known,  the  third  angle  and  the  length  of  the  other  two 
sides  can  be  computed  by  easy  geometrical  rules.  The  use 
of  logarithms,  which  are  artific'al  numbers  so  devised  that 
they  shorten  the  processes  of  multiplication  and  division, 
reduces  the  work  of  computing  the  long  tables  of  angles 
and  measurements  which  often  falls  to  the  work  of  the 
surveyor. 

Now  an  actual  measurement  of  a  portion  of  the  earth's 
surface  can  be  made  by  any  one  by  means  of  a  rope,  a  tape 
or  a  chain,  thus  insuring  actual  knowledge  of  the  length 
of  one  side,  called  the  base  line,  of  the  future  triangle.  By 
means  of  a  telescope  and  a  level,  together  with  other  in- 


SURVEYING  AND  NAVIGATION  277 

genious  devices,  placed  at  the  end  of  the  base  line,  two 
objects  in  a  given  area  are  sighted,  as,  for  instance,  a 
church  steeple  in  one  direction  and  a  signal  placed  at  the 
other  end  of  the  base  line.  The  three  points  are  the  apexes 
of  the  triangle,  formed  by  connecting  lines.  The  angles  can 
be  measured  by  the  instruments  at  the  surveyor's  hand, 
the  length  of  the  base  line  is  known ;  therefore  the  length 
of  the  other  two  sides  can  be  computed. 

This  principle  of  triangulation  has  many  variations,  and 
in  actual  practice  there  are  many  complicating  elements. 
The  topography  of  an  area  of  any  size  hangs,  not  on  one, 
but  on  a  system  of  triangles.  In  the  preliminary  work  an 
arbitrary  line,  or  meridian,  is  established,  from  which  to 
compute  the  measurements.  But  if  the  actual  position  is 
required — that  is,  the  location  on  the  earth's  surface  ac- 
cording to  latitude  and  longitude — observations  of  the  sun 
or  of  the  fixed  stars  must  be  made  and  the  measurements 
recorded.  The  elevation  of  the  pole  measures  the  distance 
of  the  observer  from  the  equator,  and  this  distance  is  the 
latitude  of  a  place,  north  or  south,  the  pole  lying  midway 
between  the  highest  and  lowest  positions  of  the  pole  star. 
In  practice  other  means,  not  quite  so  accurate,  but  useful, 
may  be  used  for  determining  the  latitude.  One  of  the 
common  methods,  exact  enough  for  ordinary  geographical 
reconnaissances,  is  to  measure  the  angular  altitude  of  the 
sun  when  on  the  meridian,  and  from  this  altitude,  with  the 
aid  of  the  declination  taken  from  the  Nautical  Almanac, 
and  with  correction  for  refraction,  the  latitude  is  obtained. 
This  method  on  land  requires  the  use  of  an  artificial  hori- 
zon in  place  of  the  natural. 

But  to  fix  the  position  of  any  place  on  the  globe  it  is 
necessary  to  know  at  what  point  on  the  circle  of  latitude 
it  lies,  or  its  longitude.  This  is  a  more  difficult  matter 
and  one  that  requires  for  its  determination,  astronomically, 
the  introduction  of  the  element  of  time.  Strictly  speaking, 
longitude  is  the  angle  at  the  pole  contained  between  two 
meridians,  one  of  which,  called  the  prime  meridian,  passes 


2;8  MATHEMATICAL  APPLICATIONS 

through  some  conventional  point  from  which  the  angle 
is  measured.  The  longitude  of  the  conventional  point  is 
zero,  and  longitudes  are  reckoned  east  and  west  from  it  to 
180  degrees  in  arc  and  to  12  hours  in  time,  15  degrees 
being  equal  to  one  hour.  In  Great  Britain  universally  and 
in  the  United  States  generally  geographers  reckon  from 
the  meridian  of  the  transit  circle  at  the  Royal  Observatory 
of  Greenwich  in  England;  the  meridian  of  Washington  is 
also  used  occasionally  in  the  United  States.  On  shore  the 
most  accurate  method  is  to  compare  the  time  of  the  two 
places  by  means  of  the  electric  telegraph;  while  at  sea, 
the  local  time  being  determined  by  observation  of  some 
celestial  object,  it  is  compared  with  Greenwich  time,  as 
shown  by  a  chronometer  carefully  set  and  regulated  before 
sailing. 

The  instruments  used  in  surveying  are  numerous,  but 
the  more  important  are  the  measuring  chain,  the  vernier, 
the  level,  the  barometer  and  compass,  the  transit,  the  sex- 
tant and  theodolite. 

The  instruments  commonly  used  in  the  measurement  of 
angles  are  the  compass,  which  determines  directions  and, 
indirectly,  angles,  and  the  transit,  which  determines  angles 
and,  indirectly,  directions.  The  sextant  is  an  angle-meas- 
uring instrument,  the  use  of  which  is  confined  to  certain 
particular  operations,  such  as  the  location  of  soundings 
taken  offshore  and  angular  measurements  at  sea. 

The  compass  consists  of  a  line  of  sight  attached  to  a 
graduated  circular  box,  in  the  center  of  which  is  hung,  on 
a  pivot,  a  magnetic  needle.  At  any  place  on  the  earth's 
surface  the  needle,  if  allowed  to  swing  freely,  will  assume 
a  position  in  what  is  called  the  magnetic  meridian  of  the 
place.  If  the  direction  of  any  line  is  required,  the  compass 
may  be  placed  at  one  end  of  the  line  and  the  line  of  sight 
may  be  made  to  coincide  with  the  line.  The  needle  lying 
in  the  magnetic  meridian  and  the  zero  of  the  graduations 
of  the  circular  needle-box  being  in  the  line  of  sight,  the 


SURVEYING  AND  NAVIGATION  279 

angle  that  the  line  on  the  ground  makes  with  the  magnetic 
meridian  is  read  on  the  graduated  circle. 

At  a  very  few  places  on  the  earth's  surface  the  needle 
points  to  the  true  north.  When  it  does  not  point  thus,  the 
angle  that  the  magnetic  meridional  plane  makes  at  any 
point  with  the  true  meridional  plane  is  called  the  magnetic 
declination.  This  declination  is  subject  at  every  place  to 
changes,  regular  and  irregular,  so  that  the  magnetic  bear- 
ings of  lines  run  with  the  compass  are  required  to  be  re- 
duced to  the  true  bearings. 

The  sextant  is  an  important  instrument  in  surveying 
and  navigation,  used  for  measuring  the  angular  distance 
of  two  stars  or  other  objects,  or  the  altitude  of  a  star 
above  the  horizon,  the  two  images  being  brought  into  coin- 
cidence by  reflection  from  the  transmitting  horizon-glass. 
In  the  hands  of  a  competent  observer,  the  work  of  the 
sextant  is  extremely  accurate.  The  first  inventor  of  the 
sextant  (quadrant)  was  Newton.  A  description  of  this 
instrument  was  found  among  his  papers  after  his  death, 
not,  however,  until  after  its  reinvention  by  Thomas 
Godfrey,  of  Philadelphia,  in  1730.  This  is  the  instrument 
used  by  seamen  for  observations  for  finding  latitude  and 
longitude. 

The  transit  is  used  for  measuring  horizontal  angles, 
and  resembles  a  theodolite,  but  is  not  intended  for  very 
precise  measurements.  The  theodolite  has  appeared  in  a 
variety  of  forms.  Its  purpose  is  to  measure  horizontal, 
and  sometimes  vertical,  angles.  It  consists  essentially  of 
a  telescope  which  has  a  motion  about  a  horizontal  axis 
which  rests  in  two  pillars  which  are  perpendicular  to  the 
axis  of  rotation  of  the  telescope.  These  pillars  are  fixed 
at  right  angles  to  a  plate,  which  turns  upon  a  vertical 
axis  and  to  which  is  attached  a  vernier.  Around  this  is 
a  second  plate,  graduated,  and  concentric  with  the  first. 

It  may  also  be  provided  with  a  vertical  circle,  and  if 
this  is  not  very  much  smaller  than  the  horizontal  circle 
the  instrument  is  called  an  altazimuth.    If  it  is  provided 


280 


MATHEMATICAL  APPLICATIONS 


with  a  delicate  striding  level  and  is  in  every  way  con- 
venient for  astronomical  work,  it  is  called  a  universal 
instrument.     A  small  altazimuth  with  a  concentric  mag- 


Fig,  ii  — Essential  Parts  of  Theodolite. 
A.,  telescope ;  B.,  eye  tube ;  C,  Ratchet  and  pinion  for  moving  eye 
tube ;  D.,  Screw  for  adjustment  of  cross  wires ;  E.,  axis  of 
rotation ;  F.,  pillars  supporting  axis ;  G.,  compass  ;H.,  upper 
plate  carrying  vernier;  I.,  lower  (graduated)  plate;  J.,  clamp 
and  tangent  screws  for  upper  plate ;  K.,  levels  ;  M.,  ball  and 
socket  joint  with  four  leveling  screws;  N.,  spindle  axis  of 
rotation  of  azimuth  plate ;  T.,  tripod. 

netic  compas  is  called  a  surveyor's  transit.    A  theodolite 
in  which  the  whole  instrument,  except  the  feet  and  their 


SURVEYING  AND  NAVIGATION  281 

connections,  turns  relatively  to  the  latter,  and  can  be 
clamped  in  different  positions,  is  called  a  repeating  circle. 

A  hydrographic  survey  is  one  that  has  to  do  with  any 
body  of  water,  and  may  be  undertaken  for  any  one  of  a 
number  of  purposes.  One  of  the  most  important  uses  of 
hydrographic  surveying  is  to  supply  maps  of  the  bed  of 
the  sea,  or  harbor,  or  bay,  or  river  for  the  information 
of  seamen.  In  this  case  it  is  necessary  to  locate  the  chan- 
nels, dangerous  rocks  and  shoals.  In  many  cases  the  work 
of  the  hydrographic  surveyor  goes  much  further  than  this, 
and  determines  the  cross-sections  of  streams,  their  veloci- 
ties, their  discharge,  the  direction  of  their  currents,  and 
the  character  of  their  beds. 

The  topography  of  the  bed  of  a  body  of  water  is  de- 
termined by  sounding — that  is,  measuring  the  depth  of 
the  water.  If  many  points  are  observed  a  contour  map 
of  the  bottom  may  be  drawn,  the  water  surface  being  the 
plane  of  reference.  For  depths  less  than  15  or  20  feet  a 
pole  is  used.  Soundings  made  in  moderately  deep  water 
are  made  with  a  weight,  known  as  a  lead,  attached  to  a 
suitable  line.  There  is  a  deep-sea  sounding  machine, 
by  the  aid  of  which  soundings  may  be  made  to  great 
depths,  with  a  close  approach  to  accuracy.  This  result, 
has  been  attained  by  a  combination  of  improvements  in 
which  great  ingenuity  has  been  displayed  and  in  which 
the  inventive  genius  of  Sir  William  Thomson  has  been 
particularly  conspicuous.  The  principal  features  of  the 
most  perfect  sounding-machine  are:  (1)  The  sinker, 
which  is  a  cannon-ball  through  which  passes  a  cylinder 
provided  with  a  valve  to  collect  and  retain  a  specimen  of 
the  bottom,  the  cylinder  being,  by  an  ingenious  mechani- 
cal arrangement,  detached  from  the  shot,  which  remains 
at  the  bottom;  (2)  the  line,  made  of  steel  wire,  weighing 
about  14^  pounds  to  the  nautical  mile;  (3)  machinery 
for  regulating  the  lowering  of  the  sinker  and  for  reeling 
in  the  wire  with  the  cylinder  attached,  in  such  a  manner 
that  the  irregular  strain  due  to  the  motion  of  the  ship 


Fig.  12  — The  Solar  Transit. 


SURVEYING  AND  NAVIGATION  283 

may  be  guarded  against  and  the  danger  of  breakage  thus 
reduced  to  a  minimum.  In  the  deepest  accurate  sounding 
yet  made  the  bottom  was  reached  at  the  depth  of  4,655 
fathoms. 

The  determination  of  the  coast  line  is  accomplished 
by  a  general  scheme  of  triangulation,  just  as  the  topo- 
graphical map  of  land  areas  is  determined  by  it;  but  the 
necessity  of  taking  observations  from  a  ship  makes  the 
practice  somewhat  different.  A  map  of  a  section  of  coast 
is  the  double  product  of  the  measurements  of  angles  and 
base  lines  and  the  soundings  taken  to  determine  the  depth 


Fig.    13  — Survey  of  Coast-line. 

of  the  water.    The  survey  is  made  by  two  parties,  one  on 
shore  and  one  in  a  boat  sailing  along  the  coast. 

If  the  reckoning  of  a  ship  could  be  accurately  kept  as 
she  runs  along  a  coast,  a  very  good  chart  could  be  made 
simply  by  taking  exact  bearings  of  various  points  on  the 
shore  line  and  noting  the  time.  The  track  of  the  ship 
would  be  a  base  line,  and  the  intersections  of  the  bear- 
ings would  fix  the  positions  of  the  shore  line.  The  lati- 
tude and  longitude  would  be  determined  accurately  at 
intervals  of  forty  or  sixty  miles,  and  the  intervening" 
points  could  be  plotted  by  plane  surveying  methods.  The 
bearing  of  any  terrestrial  object  can  be  determined  from 
a  ship  by  astronomical  methods,  but  owing  to  currents,  lee- 
way, and  difficulties  in  steering,  the  accuracy  of  the  track 


284  MATHEMATICAL  APPLICATIONS 

base  cannot  be  depended  upon.  Therefore  the  astronomi- 
cal observations  are  made  on  shore  with  the  transit  and 
zenith  telescope. 

The  ship  and  shore  parties  proceed  along  the  coast  by 
carefully  determined  stages,  each  party  taking  angular 
measurements  from  three  points  and  soundings.  Both 
parties  take  angular  measurements  from  some  fixed  ob- 
ject farther  inshore,  and  by  comparing  observations,  de- 
termining the  exact  position  of  the  ship  at  certain  in- 
tervals, and  establishing  a  system  of  triangles  not  only 
with  the  shore  party,  but  with  new  fixed  objects  at  each 
stage,  the  data  for  coast  line  are  obtained.  The  work  can 
be  plotted  on  a  polyconic  chart  to  include  the  coast,  the 
scale  depending  on  its  extent. 

The  art  of  the  land  surveyor  is  closely  allied  to  that 
of  the  seaman,  who  is  obliged  to  find  his  course,  in  any 
extended  voyage,  by  angular  observations  of  the  heavenly 
bodies  and  the  mathematical  solution  of  the  problems  thus 
offered.  The  mariner  has  more  than  an  academic  inter- 
est in  determining  his  position — it  is  a  matter  of  life  and 
death  to  him,  and  navigation  depends  mainly  upon  the 
acquisition  of  that  knowledge. 

Navigation  is  the  art  or  science  of  directing  the  course 
of  vessels  as  they  sail  from  one  part  of  the  world  to  an- 
other. The  management  of  the  sails,  or  as  it  may  be  of 
machinery,  the  holding  of  the  assigned  course  by  proper 
steering,  and  the  working  of  the  ship  generally  pertain 
rather  to  seamanship.  The  two  fundamental  problems  of 
navigation  are  the  determination  of  the  ship's  position  at 
a  given  moment  and  the  decision  of  the  most  advanta- 
geous course  to  be  steered  in  order  to  reach  a  given  point. 
The  methods  of  solving  the  first  are,  in  general,  four: 
(i)  By  reference  to  one  or  more  known  and  visible  land- 
marks; (2)  by  ascertaining  through  soundings  the  depth 
and  character  of  the  bottom;  (3)  by  calculating  the  di- 
rection and  distance  sailed  from  a  previously  determined 
position;  and  (4)  by  ascertaining  the  latitude  and  longi- 


SURVEYING  AND  NAVIGATION  285 

tude  by  observations  of  the  heavenly  bodies.  The  places 
of  the  sun,  moon,  planets  and  fixed  stars  are  deduced 
from  observation  and  calculation,  and  are  published  in 
nautical  almanacs,  the  use  of  which,  together  with  loga- 
rithmic and  other  tables  computed  for  the  purpose,  is 
necessary  in  reducing  observations  taken  to  determine 
latitude,  longitude,  and  the  error  of  the  compass. 

The  calculation  of  a  ship's  place  at  sea,  independently 
of  observations  of  the  heavenly  bodies,  is  called  dead- 
reckoning.  The  ship's  position  is  calculated  simply  from 
the  distance  she  has  run  by  the  log  and  the  courses  steered 
by  the  compass,  this  being  rectified  by  due  allowances 
for  drift  and  leeway.  In  very  early  times  dead-reckoning 
was  an  important  branch  of  knowledge,  in  which  the  in- 
struments for  measuring  time,  such  as  the  sand-glass, 
played  a  considerable  part.  The  sand-glass  is  still  found 
on  many  sailing  ships  using  the  old-fashioned  'log/  The 
earliest  mode  of  measuring  the  speed  of  a  vessel  at  sea 
was  by  throwing  overboard  a  heavy  piece  of  wood,  so 
shaped  that  it  resisted  being  dragged  through  the  water, 
and  with  a  line  tied  to  it.  The  block  of  wood  was  the 
log,  and  the  string  had  knots  in  it,  so  arranged  that  when 
one  knot  ran  through  a  sailor's  fingers  in  half  a  minute, 
measured  by  the  sand-glass,  the  vessel  was  going  at  the 
speed  of  one  nautical  mile  an  hour,  ten  knots  on  the  line 
ten  miles,  and  so  forth.  The  nautical  mile  is  of  such  a 
length  that  60  of  them  constitute  one  degree  on  a  great 
circle  of  the  earth;  therefore  the  knots  are  50  feet  and 
7  inches  apart. 

Patent  logs  are  generally  used  now  at  sea,  those  most 
commonly  found  on  vessels  being  either  the  harpoon  or 
the  taffrail  log.  The  harpoon  log  is  shaped  like  a  torpedo, 
and  has  at  one  end  a  metal  loop  to  which  the  log-line  is 
fastened,  and  at  the  other  fans  which  cause  the  machine 
to  spin  round  as  it  is  drawn  through  the  water.  The 
spinning  of  the  instrument  sets  a  clockwork  machinery 
in  motion,  which  records  the  speed  of  the  vessel  upon 


286  MATHEMATICAL  APPLICATIONS 

dials,  the  rotation  of  the  instrument  being,  of  course,  de- 
pendent upon  the  rate  at  which  it  is  dragged  through  the 
water.  In  the  taffrail  log  the  recording  machinery  is 
secured  to  the  taffrail,  and  the  fan  is  towed  astern  at  the 
end  of  a  long  line. 

If  the  sea  were  a  smooth  plane  surface,  without  cur- 
rents or  tides,  it  would  be  a  simple  matter  to  fix  ac- 
curately the  position  of  a  vessel,  and  to  take  her  from  one 
place  to  another  on  the  earth's  surface  by  dead-reckon- 
ing only ;  but  as  it  is  in  constant  motion,  influenced  by 
irregular  currents  and  tides  and  the  drift  of  the  waves, 
it  becomes  necessary  to  have  some  more  accurate  method 
to  insure  safe  navigation,  and  this  is  to  be  found  in  the 
system  of  observation  of  the  heavenly  bodies,  or,  in  other 
words,  in  the  science  of  nautical  astronomy. 

Thus  the  angular  measurement  of  the  sun  and  the  fixed 
stars,  by  means  of  the  sextant,  becomes  a  necessity,  and 
also  the  solution  of  the  triangle  problems  by  means  of 
logarithms  and  trigonometrical  formulae.  Since  the  sailor 
always  has  the  horizon  and  zenith  with  him,  he  can  find 
his  latitude  at  any  time  by  taking  the  meridian  altitude  of 
the  sun  and  correcting  that  by  the  declination  found  in 
his  nautical  almanac.  His  longitude  will  be  found  by  the 
aid  of  the  sun  and  a  chronometer.  The  apparent  time 
at  sea  he  will  find  by  observing  the  sun's  hour-angle ;  ap- 
parent time  must  be  turned  into  mean  time  by  applying 
the  equation  of  time;  and  mean  time  at  ship  must  be 
compared  with  mean  time  at  Greenwich,  as  ascertained 
by  the  chronometer.  The  difference  between  these  two  is 
the  ship's  longitude. 

Nautical  almanacs  are  published  by  the  governments  of 
Great  Britain,  the  United  States,  and  most  other  maritime 
powers.  These  are  almanacs  for  the  use  of  navigators 
and  astronomers,  in  which  are  given  the  ephemerides  of 
all  the  bodies  of  the  solar  system,  places  of  the  fixed 
stars,   predictions   of   astronomical   phenomena,    and   the 


SURVEYING  AND  NAVIGATION  287 

angular  distances  of  the  moon  from  the  sun,  planets,  and 
fixed  stars. 

The  laws  of  the  tides  and  of  storms  must  also  be 
studied  by  the  seaman,  especially  the  "law  of  storms"  in 
a  navigational  sense.  This  expression  generally  means 
the  law  of  circular  storms  or  cyclones,  and  should  be  un- 
derstood by  all  who  are  responsible  for  the  safe  conduct 
of  foreign-going  ships.  Owing  to  the  nature  of  the 
cyclone,  very  fair  general  rules  can  be  made  which  assist 
the  mariner  in  steering  a  course  away  from  the  storm 
center.  A  good  many  generalizations  have  been  made 
in  regard  to  winds  in  a  wide  sense.  Airey  found  that  the 
wind  never  blows  steadily  for  any  period  of  time  ex- 
cept from  eight  points  of  the  compass.  When  in  any 
other  quarter  it  is  merely  shifting  round  to  one  of  these 
points.  It  never  blows  at  all  directly  from  the  south. 
The  two  most  prevalent  winds  are  south-southwest  and 
west-southwest.  The  first  serious  study  of  the  circula- 
tion of  winds  on  the  earth's  surface  was  instituted  at  the 
beginning  of  the  second  quarter  of  this  century  by  W.  H. 
Dove,  William  C.  Redfield,  and  James  P.  Espy,  followed 
by  researches  of  W.  Reid,  Piddington,  and  Elias  Loomis. 
But  the  deepest  insight  into  the  wonderful  correlations 
that  exist  among  the  varied  motions  of  the  atmosphere 
was  obtained  by  William  Ferrel  (1817-1891).  He  was 
born  in  Fulton  County,  Pa.,  and  brought  up  on  a  farm. 
In  1885  appeared  his  Recent  Advances  in  Meteorology. 
In  the  opinion  of  a  leading  European  meteorologist,  Julius 
Hann,  of  Vienna,  Ferrel  has  "contributed  more  to  the  ad- 
vance of  the  physics  of  the  atmosphere  than  any  other  liv- 
ing physicist  or  meteorologist." 

Ferrel  teaches  that  the  air  flows  in  great  spirals  toward 
the  poles,  both  in  the  upper  strata  of  the  atmosphere  and 
on  the  earth's  surface  beyond  the  30th  degree  of  latitude ; 
while  the  return  current  blows  at  nearly  right  angles 
to  the  above  spirals,  in  the  middle  strata  as  well  as  on 
the  earth's  surface,  in  a  zone  comprized  between  the  par- 


288  MATHEMATICAL  APPLICATIONS 

allels  300  N.  and  300  S.  The  idea  of  three  superposed 
currents  blowing  spirals  was  first  advanced  by  James 
Thomson,  but  was  published  in  very  meager  abstract. 

Another  theory  of  the  general  circulation  of  the  atmos- 
phere was  propounded  by  Werner  Siemens,  of  Berlin, 
in  which  an  attempt  is  made  to  apply  thermodynamics  to 
aerial  currents.  Important  new  points  of  view  have  been 
introduced  recently  by  Helmholtz,  who  concludes  that 
when  two  air  currents  blow  one  above  the  other  in  differ- 
ent directions,  a  system  of  air  waves  must  arise  in  the 
same  way  as  waves  are  formed  on  the  sea.  He  and  A. 
Oberbeck  showed  that  when  the  waves  on  the  sea  attain 
lengths  of  from  16  to  33  feet,  the  air  waves  must  attain 
lengths  of  from  10  to  20  miles  and  proportional  depths. 
Superposed  strata  would  thus  mix  more  thoroly  and 
their  energy  would  be  partly  dissipated.  From  hydro- 
dynamical  equations  of  rotation  Helmholtz  established  the 
reason  why  the  observed  velocity  from  equatorial  regions 
is  much  less  in  a  latitude  of,  say,  200  or  300  than  it 
would  be  were  the  movements  unchecked. 

Another  science  bearing  directly  on  navigation  is  the 
construction  of  vessels,  both  in  its  architectural  aspect 
and  in  its  relation  to  magnetism.  The  earth  being  a  mag- 
net, it  induces  magnetism  in  all  things  on  its  surface. 
When  an  iron  ship  is  being  built,  the  hammering  which 
she  undergoes  causes  magnetism  of  a  more  or  less  per- 
manent character  to  be  induced  in  her.  This  is  known  as 
sub-permanent  magnetism,  because  tho  a  ship  rarely 
loses  it  altogether,  it  alters  very  much  after  the  vessel  is 
launched,  through  change  of  position,  through  being 
knocked  about  in  a  heavy  sea,  and  from  other  causes. 

In  the  case  of  a  ship  built  head  south  in  northern  lati- 
tudes her  blue  polarity  will  be  in  her  bow,  and  the  north 
point  of  her  compass  needle  will  be  attracted  to  it.  This 
will  cause  westerly  deviations  as  the  ship's  head  passes 
through  the  western  half  of  the  compass  and  easterly 
when  through  the  eastern.     If  her  head  is  north  when 


290  MATHEMATICAL  APPLICATIONS 

building  her  stern  will  have  blue  polarity,  and  she  will 
have  easterly  deviation  with  her  head  in  the  western 
semicircle  of  the  compass  and  westerly  deviation  with 
her  head  in  the  eastern  semicircle.  With  her  head  east 
when  building  she  will  have  more  blue  polarity  in  her 
starboard  side  than  in  her  port,  and  with  her  head  west 
when  building  there  will  be  easterly  deviation  on  southerly 
courses  and  westerly  deviation  on  northerly. 

A  ship,  like  everything  else,  has  its  center  of  gravity, 
tho  this  center  is  not  a  fixed  point.  It  varies  with 
every  change  in  the  position  and  quantity  of  the  weights 
in  her.  A  ship  has  also  her  center  of  buoyancy.  This  is 
the  geometrical  center  of  her  immersed  portion,  and  its  po- 
sition can  be  arrived  at  with  great  certainty.  Thus,  a  ves- 
sel floating  upright  and  at  rest  will  fulfil  certain  condi- 
tions. First,  she  will  displace  a  weight  of  water  equal 
to  her  own  weight;  secondly,  her  center  of  gravity  will 
lie  in  one  and  the  same  vertical  line  with  the  center  of 
gravity  of  the  volume  of  water  displaced,  and  in  that  line 
is  the  center  of  buoyancy. 

If  weights  are  moved  in  a  vessel  laterally  the  position 
of  her  center  of  gravity  is  changed  laterally,  too;  but 
when  she  is  heeled  by  wind  or  sea  no  change  occurs  in  it. 
The  buoyancy,  acting  upward  through  the  center  of 
buoyancy,  shifting  as  it  does  from  side  to  side  as  a  ship 
is  heeled  over  or  rolls  through  the  action  of  wind  or 
sea,  is  the  upward  righting  force  mainly  to  be  relied  upon 
to  keep  a  vessel  from  capsizing. 

The  knowledge  of  mathematical  laws  and  principles  is 
necessary  to  good  seamanship,  but  perhaps  in  no  art  is  the 
practical  and  actual  handling  of  apparatus  more  useful 
than  in  that  of  the  mariner.  Theory  can  but  lead  the 
learner  to  the  edges  of  the  subject;  science  and  practice 
must  go  hand  in  hand  before  any  substantial  acquirements 
can  be  gained. 


CHAPTER  IV 

MECEIANICAL    PRINCIPLES 

It  is  the  privilege  of  the  modern  to  make  the  most  of 
an  environment  of  mechanism,  a  development  consequent 
upon  the  growing  complexity  of  society.  This,  while 
it  adds  greatly  to  the  luxury  of  the  whole,  reduces  the 
sphere  of  the  individual,  making  it  no  longer  possible 
to  be  well  versed  in  many  lines;  the  day  of  the  Jack-at- 
all-trades  is  past  and  the  day  of  the  expert  has  come. 

Numbers  form  the  connecting  link  between  theory  and 
the  application  of  theory  to  practical  arts.  In  every  me- 
chanical principle  mathematical  formulae  are  implied, 
tho  they  may  be  extremely  simple.  It  is  for  the  mathe- 
matician to  find  out  how  far  experimental  confirmation 
of  a  theory  can  be  pushed  and  where  a  new  hypothesis  is 
necessary.  Facts  apparently  unconnected  are  found  to 
have  their  origin  in  a  common  source,  and  often  only 
the  mathematician  can  trace  their  connection.  More  than 
this,  the  mathematician  is  able  to  draw  corollaries  and 
secondary  truths  from  a  given  principle  which  the  ex- 
perimentalist alone  does  not  discover. 

"Mechanical  science,''  said  William  J.  M.  Rankine,  "en- 
ables its  possessor  to  plan  a  structure  or  machine  for  a 
given  purpose  without  the  necessity  of  copying  some  ex- 
istent example;  to  compute  the  theoretical  limit  of  the 
strength  and  stability  of  a  structure  or  the  efficiency  of  a 
machine  of  a  particular  kind;  to  ascertain  how  far  an 
291 


292  MATHEMATICAL  APPLICATIONS 

actual  structure  or  a  machine  fails  to  attain  that  limit,  and 
to  discover  the  cause  and  remedy  of  such  shortcoming;  to 
determine  to  what  extent,  in  laying  down  principles  for 
practical  use,  it  is  advantageous  for  the  sake  of  simplicity 
to  deviate  from  the  exactness  required  by  pure  science; 
and  to  judge  how  far  an  existing  practical  rule  is  founded 
on  reason,  how  far  on  custom,  and  how  far  on  error.'' 
A  signal  illustration  of  the  truth  of  these  words  is 
offered  in  the  famous  instance  of  falling  bodies.  Aristotle 
proved  to  his  own  satisfaction,   it  seemed,  and  told  the 


Fig.  is  — Arm  as  a  Lever. 

Weight  is  raised  by  shortening  of  muscle,   m.,  muscle ;  w.,  weight ; 
x.,  point  of  application  ;  y.,  fulcrum. 


world  at  large,  that  heavy  bodies  fall  to  earth  faster 
than  lighter  ones;  and  it  was  left  for  Galileo,  more  than 
a  thousand  years  later,  to  disprove  a  statement  whose 
truth  or  falsity,  it  would  seem,  might  have  been  estab- 
lished by  any  one.  It  required  mathematical  science  to 
confute  experimental  error. 

Not   only   has   mechanical   nomenclature   been    largely 
taken  from  animals,  but  many  of  the  principal  mechanical 


MECHANICAL  PRINCIPLES  293 

devices  have  preexisted  in  them.  Examples  of  levers  of 
all  three  orders  are  to  be  found  in  the  bodies  of  animals. 
The  human  foot  contains  instances  of  the  first  and  sec- 
ond and  the  fore  arm  of  the  third  order  of  lever.  The 
knee  cap  is  practically  a  part  of  a  pulley.  There  are  sev- 
eral hinges  and  some  ball-and-socket  joints,  with  per- 
fect lubricating  arrangements.  Lungs  are  bellows,  and 
the  vocal  organs  comprize  every  requisite  of  a  perfect 
musical  instrument.  The  heart  is  a  combination  of  four 
force  pumps  acting  harmoniously  together.  The  wrist, 
ankle  and  spinal  vertebrae  form  universal  joints.  The 
eyes  may  be  regarded  as  double-lens  cameras,  with  power 
to  adjust  local  length,  and  able,  by  their  stereoscopic  ac- 
tion, to  gage  size,  solidity  and  distance.  The  nerves 
form  a  complete  telegraph  system,  with  separate  up-and- 
down  lines  and  a  central  exchange.  The  circulation  of 
the  blood  is  a  double-line  system  of  canals,  in  which  the 
canal  liquid  and  canal  boats  move  together,  making  the 
complete  circuit  twice  a  minute,  distributing  supplies 
wherever  needed,  and  taking  up  return  loads  wherever 
ready  without  stopping.  It  is  also  a  heat-distributing  ap- 
paratus, carrying  heat  from  wherever  it  is  generated,  or 
in  excess,  to  wherever  it  is  deficient,  and  establishing  a 
general  average. 

Archimedes  was  almost  the  only  philosopher  among  the 
ancients,  so  far  as  is  known,  who  formed  clear  and  cor- 
rect notions  concerning  the  simple  machines.  He  acquired 
firm  possession  of  the  idea  of  pressure,  which  lies  at  the 
root  of  mechanical  science,  and  of  equilibrium.  The  proof 
of  the  properties  of  the  lever  given  in  Archimedes'  "Equi- 
ponderance  of  Planes"  holds  its  place  in  text-books  to 
this  day.  His  estimate  of  the  efficiency  of  the  lever  is 
expressed  in  the  saying  attributed  to  him,  "Give  me  a 
fulcrum  on  which  to  stand,  and  I  will  move  the  earth." 
The  "Equiponderance"  treats  of  solids,  while  the  book 
on  "Floating  Bodies"  treats  of  hydrostatics,  or  the  equi- 
librium of  fluids. 


294  MATHEMATICAL  APPLICATIONS 

It  was  long  a  common  practice  for  mechanicians  to 
recognise  six  simple  machines,  or  six  devices  represent- 
ing the  first  principles  of  mechanics.  These  are  the  pul- 
ley, the  lever,  the  wedge,  the  screw,  the  inclined  plane 
and  the  wheel  and  axle.  In  the  latter  part  of  the  eight- 
eenth century,  however,  La  Grange  simplified  the  mechani- 
cal principles,  including  them  all  under  two,  the  principle 
of  the  lever  and  the  principle  of  the  inclined  plane.  Every 
machine  that  exists,  from  the  egg-beater  to  the  escalator, 
is  constructed  by  the  application  of  these  principles  or 
a  combination  of  them. 

The  lever  consists  of  a  bar  or  rigid  piece  of  any  shape, 
acted  upon  at  different  points  by  two  forces,  which  sev- 
erally tend  to  rotate  it  in  opposite  directions  about  a 
fixed  axis.  It  was  beautifully  demonstrated  by  Archi- 
medes that  the  power  at  one  end  and  the  weight,  or  re- 
sistance, at  the  other  are  in  equilibrium  under  certain 
conditions,  the  simplest  being  the  case  in  which  the  load 
is  ten  times  as  great  as  the  power,  but  the  power  is  ten 
times  as  far  from  the  fulcrum  as  the  load  is  from  the 
fulcrum;  or,  stated  otherwise,  the  two  forces  are  in  equi- 
librium when  they  are  inversely  as  the  length  of  their 
respective  arms.  There  are  three  different  kinds  of  levers, 
according  to  the  relative  positions  of  the  three  points, 
the  fulcrum,  the  point  of  application  of  power,  and  the 
point  of  application  of  the  load.  The  handle  of  a  com- 
mon pump  is  a  lever  of  the  first  class,  in  which  the  ful- 
crum is  between  the  other  two  points.  The  piston  and 
the  water  are  the  weight,  the  hand  of  the  worker  is  the 
power,  while  the  pivot  on  which  the  handle  turns  is  the 
fulcrum.  The  ordinary  steelyard  is  another  example  of 
a  lever  of  this  class. 

The  second  class  Is  formed  by  levers  in  which  the 
weight  is  between  the  fulcrum  and  the  power,  as  is  illus- 
trated by  the  wheelbarrow.  The  axle  of  the  wheel  is  the 
fulcrum  in  this  case,  the  load  in  the  barrow  is  the  weight, 


MECHANICAL  PRINCIPLES  295 

and  the  handles  of  the  barrow  are  the  levers.  The  boat 
with  its  oars  is  another  example  of  this  class  of  levers. 

In  the  third  class  of  levers  the  point  of  application  of 
the  power  lies  between  the  fulcrum  and  the  load,  and  is 
illustrated  by  the  lifting  of  a  ladder  when  one  end  is  rest- 
ing on  the  ground.  These  distinctions  are  of  slight  im- 
portance, however,  since  they  become  confused  as  the 
machines  to  which  they  are  applied  become  more  com- 
plicated. The  Archimedean  laws,  however,  which  apply 
to  levers  are  extremely  simple,  and  illustrate  the  beauty 
with  which  physical  or  mechanical  phenomena,  of  ap- 
parently diverse  types,  may  often  be  reduced  to  law. 
First,  the  two  extreme  forces  must  always  act  in  the 
same  direction;  secondly,  the  middle  one  must  act  in 
the  opposite  direction  and  be  equal  to  the  sum  of  the 
other  two;  and  thirdly,  the  magnitude  of  the  extreme 
forces  is  inversely  proportional  to  their  distance  from 
the  middle  one. 

Probably  of  all  devices  of  man  none  is  more  fre- 
quently in  evidence  than  the  rope  tackle  used  in  hoisting, 
and  known  as  the  pulley.  This  is  a  contrivance  for  bal- 
ancing a  great  force  against  a  small  one,  or  for  lifting 
a  big  load  with  a  small  power.  Its  sole  use  is  to  produce 
equilibrium.  It  does  not  save  work,  unless  indirectly  in 
some  unmechanical  way.  The  pulley  is  a  lever  with  equal 
arms;  but  when  it  turns,  the  attachments  of  the  forces 
are  moved. 

The  wheel  and  axle,  also  one  of  the  simple  machines, 
works  indirectly  on  the  principle  of  the  lever.  In  its 
primary  form  it  consists  of  a  cylindrical  axle  on  which  a 
wheel,  concentric  with  the  axle,  is  firmly  fastened.  A 
rope  is  usually  attached  to  the  wheel,  and  the  axle  is 
turned  by  means  of  a  lever;  the  rope  acts  as  in  the  pul- 
ley; that  is,  upon  the  principle  of  the  lever,  which  ex- 
plains all  the  possible  phenomena  exhibited  by  the  pulley 
and  the  wheel  and  axle,  just  as  the  principle  of  the  in- 


296  MATHEMATICAL  APPLICATIONS 

clined  plane  explains  all  the  phenomena  of  the  wedge  and 
the  screw. 

The  inclined  plane  in  mechanics  is  a  plane  inclined 
to  the  horizon,  or  forming  with  a  horizontal  plane  any 
angle  whatever  except  a  right  angle.  It  is  one  of  the  two 
fundamental  machines,  the  other  being  the  lever.  The 
power  necessary  to  sustain  any  weight  on  an  inclined 
plane  is  to  the  weight  as  the  height  of  the  plane  to  its 


-Tower   Moved   by   Windlass  and  Pulleys.   (From   a 
sixteenth-century  print.) 

length.  This  was  first  proved  by  Stevin  in  the  sixteenth 
century.  If  the  inclined  plane,  with  its  horizontal  plane 
as  a  base,  and  the  line  connecting  the  two  planes  be  con- 
sidered as  a  right-angled  triangle,  the  weights  propor- 
tional to  the  hypotenuse  and  height  of  the  triangle  balance. 
The  screw  and  the  wedge,  both  called  simple  machines, 
are  special  applications  of  this  principle.    The  wedge  con- 


MECHANICAL  PRINCIPLES  297 

sists  of  a  very  acute-angled  triangular  prism  of  some  hard 
material,  which  is  driven  in  between  objects  to  be  sep- 
arated, or  into  anything  to  be  split.  It  is,  of  course,  one 
of  the  commonest  of  implements,  as  is  also  the  screw; 
but  in  the  apparently  simple  action  of  these  two  devices 
lie  the  germs  of  some  of  the  most  effective  instruments 
for  increasing  man's  "natural"  power.  It  is  necessary 
to  understand  the  exact  function  of  each  part  of  this  ap- 
parently innocuous  machine,  the  screw,  in  order  to  follow 
its  development  in  the  more  complicated  inventions. 

The  screw  is  a  cylinder  of  wood  or  metal  having  a 
spiral  ridge,  the  thread,  running  round  it,  usually  turning 
in  a  hollow  cylinder  in  which  a  spiral  channel  is  cut  cor- 
responding to  the  ridge.  The  convex  and  concave  spirals, 
with  their  supports,  are  often  called  the  screw  and  nut, 
and  also  the  external  or  male  screw  and  the  internal  or 
female  screw,  respectively.  The  screw  is  virtually  a 
spiral  inclined  plane;  only  the  inclined  plane  is  commonly 
used  to  overcome  gravity,  while  the  screw  is  more  often 
used  to  overcome  some  other  resistance.  Screws  are  right 
and  left,  according  to  the  direction  of  the  spiral. 

Screws  have  a  variety  of  uses,  the  most  important  of 
which  are  two.  First,  they  are  used  for  balancing  forces, 
as  the  jack  screw  against  gravity,  the  propeller  screw 
against  the  resistance  of  water,  and  the  screw-press 
against  elasticity.  Secondly,  they  are  used  for  magnify- 
ing a  motion  and  rendering  it  easily  manageable  and 
measurable,  as  in  the  screw-feet  of  instruments,  microm- 
eter screws,  and  the  like.  Hunter's  screw  is  a  double 
screw  consisting  of  a  principal  male  screw  that  turns  in 
a  nut,  but  in  the  cylinder  of  which,  concentric  with  its 
axis,  is  formed  a  female  screw  of  different  pitch  that  turns 
on  a  secondary  but  fixed  male  screw.  The  device  fur- 
nishes an  instrument  of  slow  but  enormous  lifting  power 
without  the  necessity  of  finely  cut  and  consequently  frail 
threads.  Everything  else  being  equal,  the  lifting  power 
of  this  screw  increases  exactly  as  the  difference  between 


298 


MATHEMATICAL  APPLICATIONS 


the  pitches  of  the  principal  male  screw  and  the  female 
screw  diminishes,  in  accordance  with  the  principle  of  vir* 
tual  velocities. 

Archimedes  himself  made  several  experimental  applica- 
tions of  his  screw,  among  which  were  a  railway  and  a 
machine  for  lifting  water.  In  the  railway  a  continuous 
shaft  rotates  on  pillars  between  two  lines  of  rails,  and 
propels  the  car  by  means  of  a  screw  which  engages  in  a 
pedestal  attached  to  the  car.  The  instrument  for  lifting 
water,   technically   called   the   "Archimedean    screw,"    is 


Fig.  17  — The  Archimedean  Screw. 


made  by  forming  a  spiral  tube  within  or  by  winding  a 
flexible  tube  spirally  without  a  cylinder.  When  the  cylin- 
der is  placed  in  an  inclined  position  and  the  lower  end 
is  immersed  in  water,  its  revolution  will  cause  the  water 
to  move  upward  through  the  spiral  chambers. 

The  mechanical  powers,  as  the  six  simple  machines 
have  long  been  called,  are  often  in  evidence  in  modern 
inventions  almost  in  their  original  simplicity.  The  screw 
propeller,  for  instance,  consists  of  a  continuous  spiral 
vane  on  a  hollow  core  running  lengthwise  of  a  vessel. 
This  is  but  an  extension  and  amplification  of  the  screw 
and  was  also  devised  by  Archimedes.  The  modern  screw 
propeller  is  attached  to  the  exterior  end  of  a  shaft  pro- 


MECHANICAL  PRINCIPLES  299 

truding  through  the  hull  of  a  vessel  at  the  stern.  It  con- 
sists of  a  number  of  spiral  metal  blades  either  cast 
together  in  one  piece  or  bolted  to  a  hub.  In  some  special 
cases,  as  in  ferry-boats,  there  are  two  screws,  one  at 
each  end  of  the  vessel.  In  some  war-vessels  transverse 
shafts  with  small  propellers  have  been  useot  to  assist  in 
turning  quickly.  An  arrangement  of  screws  now  common 
is  the  twin-screw  system,  in  which  two  screws  are  ar- 
ranged at  the  stern,  each  on  one  of  two  parallel  shafts, 
which  are  driven  by  power  independently  one  of  the 
other.  By  stopping  or  slowing  up  one  shaft  while  the 
other  maintains  its  velocity,  very  rapid  turning  can  be 
effected  by  twin  screws,  which  have,  moreover,  the  ad- 
vantage that,  one  being  disabled,  the  vessel  can  still  make 
headway  with  the  other.  Some  vessels  designed  to  attain 
high  speed  have  been  constructed  with  three  screws.  A 
very  great  variety  of  forms  have  been  proposed  for  screw- 
propeller  blades;  but  the  principle  of  the  original  true 
screw  is  still  in  use.  Variations  in  pitch  and  modifica- 
tions of  the  form  of  the  blades  have  been  adopted  with 
success  by  individual  constructors. 

The  actual  area  of  the  screw  propeller  is  measured  on 
a  plane  perpendicular  to  the  direction  in  which  the  ship 
moves.  The  outline  of  the  screw  projected  on  that  plane 
is  the  actual  area,  but  the  effective  area  is,  in  good  ex- 
amples, from  0.2  to  0.4  greater  than  this;  and  it  is  the 
effective  area  and  the  mean  velocity  with  which  the  water 
is  thrown  astern  that  determine  the  mass  thrown  back- 
ward. The  mass  thrown  backward  and  the  velocity  with 
which  it  is  so  projected  determine  the  propelling  power. 
A  kind  of  feathering  propeller  has  also  been  used,  but  has 
not  been  generally  approved. 

The  mechanism  of  nature  has  offered  suggestions  for 
many  inventions,  one  of  which  provides  an  illustration 
of  many  others.  The  pedrail,  for  instance,  which  is  a 
rail  moving  on  feet,  is  constructed  on  the  principle  of 
the  horse.    A  horse  has  practically  two  wheels,  its  front 


300  MATHEMATICAL  APPLICATIONS 

legs  one,  its  back  legs  the  other.  The  shoulder  and  hip 
joints  form  the  axes  and  the  legs  the  spokes.  So  the  ped- 
rail  has  wheels  the  spokes  of  which,  to  any  number,  are 
connected  at  their  outer  ends  by  flat  plates.  As  each  angle 
of  the  plates  is  passed,  the  wheel  falls  plumb  on  to  the 
next  plate.  The  greater  the  number  of  spokes,  the  less 
will  be  each  successive  jar,  or  step;  and  consequently  the 
perfect  wheel  is  theoretically  one  in  which  the  sides  have 
been  so  much  multiplied  as  to  be  infintely  short. 

With  the  exception  of  Archimedes  and  a  few  mathema- 
ticians of  the  Alexandrian  school,  the  ancients  and  the  gen- 
erations of  the  Middle  Ages  slept,  so  far  as  mechanical  sci- 
ence was  concerned,  in  an  untroubled  peace.  Not  until  the 
seventeenth  century  were  some  of  the  Aristotelian  myths  of 
science  banished,  when  Galileo  aroused  the  mechanical 
and  scientific  genius  of  the  age. 

Among  the  curious  vagaries  of  imagination  which  have 
deluded  the  human  mind,  none  is  more  interesting  than 
the  idea  of  perpetual  motion,  which  has  been  followed  for 
centuries  with  fatuous  hope.  Perpetual  motion,  in  a  me- 
chanical sense,  is  a  motion  that  is  preserved  and  continu- 
ously renewed  of  itself  without  the  aid  of  any  external 
cause.  It  is,  however,  one  of  the  chimeras  of  the  brain 
which  has  its  aspects  of  plausibility  for  the  tyro. 

Many  historic  machines  purporting  to  display  the  power 
of  perpetual  motion  have  brought  their  inventors  to 
poverty,  if  not  to  despair.  One  authoritative  writer  says: 
"In  order  to  produce  a  perpetual  motion,  we  have  only 
to  remove  all  the  obstacles  which  oppose  that  motion ;  and 
it  is  obvious  that  if  we  could  do  this,  any  motion  what- 
ever would  be  a  perpetual  motion.  But  how  are  we  to  get 
rid  of  these  obstacles?  Can  the  friction  between  two 
touching  bodies  be  entirely  annihilated?  Or  has  any  sub- 
stance yet  been  found  that  is  void  of  friction?  Can  we 
totally  remove  all  the  resistance  of  the  air,  which  is  a 
force  continually  varying?  And  does  the  air  at  all  times 
retain  its  impeding  force?     These  things  cannot  be  re- 


MECHANICAL  PRINCIPLES 


301 


Fig.  18  — Ferguson's  Machine  to  Show  the  Fallacy  of  Per- 
petual  Motion   Schemes. 

The  axle  is  placed  horizontally  and  the  spokes  turn  in  a  vertical 
position.  The  spokes  are  jointed,  as  shown,  and  to  each  of 
them  is  fixed  a  frame  in  whi~h  a  weight,  D,  moves.  When 
any  spoke  is  in  a  horizontal  position,  the  weight,  D,  in  it 
falls  down,  and  pulls  the  weighted  arm,  A,  of  the  then  verti- 
cal spoke  straight  out,  by  means  of  a  cord,  C,  going  over  the 
pulley,  B,  to  the  weight,  D.  But  when  the  spokes  come  about 
to  the  left  hand,  their  weights  fall  back  and  cease  pulling,  so 
that  the  spokes  then  bend  at  their  joints  and  the  balls  at 
their  ends  come  nearer  the  center  on  the  left  side  as  the 
balls  or  weights  at  the  right-hand  side  are  farther  from  the 
center  than  they  are  on  the  left.  It  might  be  supposed  that 
this  machine  would  turn  round  perpetually,  but  it  is  a  mere 
balance. 


302  MATHEMATICAL  APPLICATIONS 

moved  so  long  as  the  present  laws  of  nature  continue  to 
exist. 

"Every  attempt  to  produce  a  self-moving  machine  has 
been  in  open  defiance  to  the  coordinated  relations  of 
force  and  motion;  and  any  man  who  comprehends  this 
law  of  velocity  will  no  sooner  attempt  to  solve  the  prob- 
lem of  perpetual  motion  than  to  climb  upon  his  own  shoul- 
ders as  a  higher  point  of  observation. 

"But  in  the  search  for  an  impossibility  so  many  val- 
uable and  practical  certainties  have  been  demonstrated 
that  perhaps  no  time  has  been  absolutely  thrown  away. 
As  alchemy  fostered  and  developed  chemistry,  so  the 
search  after  perpetual  motion  has  taught  scientists  how  to 
apply  force  through  complicated  machinery,  and  has 
given  rise  to  many  new  devices." 

In  treating  of  perpetual  motion — "that  grand  secret 
for  the  discovery  of  which  those  dictators  of  philosophy, 
Democritus,  Pythagoras,  Plato,  did  travel  unto  the  Gym- 
nosophists  and  Indian  priests" — its  history  would  be  a 
fascinating  but  tragic  tale.  Every  contrivance  hitherto 
planned  or  experimented  upon  has  been  proved  fallible. 
Paracelsus  built  a  "little  world,"  Cornelius  Dreble  in- 
vented a  planetarium  for  King  James,  and  Peregrinus 
suggested  the  "magnetical  globe  of  Terella,"  which  he 
thought  might  be  kept  in  motion  by  pieces  of  steel  and 
loadstones;  and  Bishop  Wilkins  himself  made  an  applica- 
tion of  Archimedes'  screw,  but  all  were  alike  "found  in- 
adequate to  the  grand  end  for  which  they  were  designed." 


CHAPTER  V 


MACHINES 


In  a  general  mechanical  sense  a  machine  is  any  instru- 
ment which  converts  motion,  or  rather  force,  into  motion, 
as,  for  instance,  a  machine  designed  to  convert  rapid  mo- 
tion into  slow  motion,  as  a  windlass,  or,  vice  versa,  as  the 
connection  of  a  large  wheel  to  a  small  increases  the  ve- 
locity of  the  latter.  The  ordinary  tools  consisting  of  a 
single  device,  such  as  the  hammer,  or  a  simple  combination 
of  moving  parts,  such  as  shears  or  tongs,  are  machines  in 
the  strict  technical  definition  of  the  term.  Many  writers 
have  used  the  word  in  a  sense  other  than  the  strictly  tech- 
nical one,  as  Huxley  when  he  says:  "The  human  body, 
like  all  living  bodies,  is  a  machine,  all  the  operations  of 
which  will,  sooner  or  later,  be  explained  on  physical  prin- 
ciples." 

Among  the  most  ancient  machines  were  those  that  em- 
ployed wind  or  flowing  water  as  a  motor  power  for  turning 
wheels.  In  medieval  times  even  bellows  were  adapted  to 
this  purpose.  The  windmill  is  a  familiar  device  for  raising 
water  from  a  well  or  spring  for  grinding  and  other  pur- 
poses. There  are  two  types  of  these  wind-motors,  the 
vertical  being  the  most  common.  The  vertical  motor  con- 
sists essentially  of  a  horizontal  wind-shaft,  with  a  combi- 
nation of  sails  or  vanes  fixed  at  the  end  of  the  shaft  and 
suitable  gearing  for  conveying  the  motion  of  the  wind- 
shaft  to  the  pump  or  to  the  other  machinery. 

The  typical  Dutch  windmill  was  provided  with  four 
303 


304 


MATHEMATICAL  APPLICATIONS 


vanes  or  sail-frames,  called  whips,  covered  with  canvas 
and  provided  with  arrangements  for  reefing  the  sails  in  a 
high  wind.    To  present  the  vanes  to  the  wind,  the  whole 


Fig.  19 


-Bellows    for    Raising    Water. 
century  print.) 


(From    a    fifteenth- 


structure  or  tower  was  at  first  turned  round  by  means  of  a 
long  lever.  Later  the  top  of  the  tower,  or  cap,  was  made 
movable.  Windmills  are  now  made  with  many  wooden 
vanes  forming  a  disk  exposed  to  the  winds  and  fitted  with 


MACHINES  305 

automatic  feathering  and  steering  machinery,  governors 
for  regulating  the  speed  and  apparatus  for  closing  the 
vanes  in  storms.  These  improved  windmills  are  chiefly  an 
American  invention  and  are  used  for  pumping  water. 

Water  power  is  perhaps,  after  wind  power,  the  most 
natural  and  the  most  truly  economic  source  of  energy. 
The  term  "water  power"  is  not  exact,  since  the  real  agent 
in  water  machines  is  gravity,  the  fluid  itself  being  only  the 
medium  through  which  the  action  of  gravity  is  transmitted 
to  the  prime  motor.  In  order  that  water  may  be  available 
for  doing  work,  it  must  be  in  such  a  position  that  it  can 
fall  from  a  higher  to  a  lower  level  or  must  be  under  pres- 
sure produced  by  some  external  force,  such  as  that  of  a 
weight  or  spring  acting  on  the  surface  of  the  fluid  through 
a  piston  or  plunger.  Under  the  former  condition  its 
utmost  capacity  for  doing  work  is  the  product  of  the 
height  through  which  it  can  fall  into  the  weight  of  the 
water  falling. 

For  practical  purposes  there  are  three  ways  by  which 
water  power  can  be  applied  to  the  performance  of  work: 
through  the  velocity  of  the  fluid  itself,  by  weight  or  by 
pressure.  Each  of  these  three  methods  requires  a  differ- 
ent type  of  motor  for  its  application.  An  illustration  of 
the  first  is  the  turbine,  which  is  moved  by  the  force  of 
projected  water;  the  second,  the  water-wheel,  which  is 
moved  by  the  weight  of  the  falling  water;  the  third,  the 
hydraulic  pressure  engine,  which  operates  by  the  applica- 
tion of  the  hydraulic  law  of  equal  pressure. 

The  old-fashioned  mill  for  grinding  flour  or  corn,  which 
was  once  the  center  of  nearly  every  New  England  village, 
was  run  by  water  flowing  over  the  upper  wings  of  a  clumsy 
wooden  wheel.  These  overshot  wheels  are  now  nearly 
obsolete,  but  have  been  constructed  in  the  past  on  rather 
gigantic  plans.  The  water  falls  from  a  sluice  or  pen 
trough  near  the  top  and  moves  the  wheel  by  falling  into 
floats  or  shallow  buckets.  It  is  regulated  by  a  gate  and 
falls  into  the  third  or  fourth  bucket  from  the  summit,  thus 


306 


MATHEMATICAL  APPLICATIONS 


utilizing  as  much  as  possible  of  the  gravitational  force. 
The  undershot  wheel  turns  by  having  the  force  of  the 
stream  of  water  act  at  its  lowest  point  instead  of  its 
summit. 

But  the  numerous  disadvantages  of  the  water-wheels 
described  have  caused  them  to  be  almost  entirely  super- 


Fig.  20  — Overshot  Wheel. 

seded  by  the  turbine.  This  is  a  water-wheel  driven  by  the 
impact  or  reaction  of  a  stream  of  water  flowing  against  a 
series  of  radial  buckets  or  by  impact  and  reaction  com- 
bined. Turbines  are  usually  horizontally  rotating  wheels 
on  vertical  shafts.    They  are  of  various  constructions  and 


MACHINES  307 

may  be  classed  as  reaction  turbines,  whose  buckets  move 
in  a  direction  opposite  to  that  of  the  flow ;  impulse  turbines, 
whose  buckets  move  with  the  flow,  and  the  combined  re- 
action and  impulse  wheels,  which  include  the  best  modern 
types  of  turbines.  In  these  a  very  high  percentage  of  the 
potential  energy  of  water  is  converted  into  work  while 
passing  through  the  wheels. 

Impulse  wheels,  constructed  as  large  as  18^  feet  in 
diameter,  have  been  employed  to  work  air  compressors 
in  mines.  A  wheel  of  this  size  weighs  10,000  pounds  and 
runs  at  no  revolutions  per  minute;  it  has  energy  equal  to 
300  horse-power.  The  wheel  is  made  of  iron  plates  riveted 
together,  which  are  held  concentric  with  the  shaft  by  radial 
spokes.  There  is  a  variable  nozzle  operated  by  an  auto- 
matic hydraulic  regulator,  through  which  the  water  is 
applied  to  the  wheel.  It  will  run  at  uniform  speed  with 
varying  loads.  Turbines  are  now  made  from  6  to  80  feet 
in  diameter  and  are  so  cheap,  durable  and  highly  effective 
that  they  are  fast  superseding  other  types  of  wheels. 

Two  other  important  applications  of  water  power  are 
found  in  the  hydraulic  press  and  the  hydraulic  ram.  The 
hydraulic  press  is  operated  by  the  pressure  of  a  liquid, 
under  the  action  either  of  gravity  or  of  some  mechanical 
device  such  as  a  force  pump.  It  depends  on  the  law  of 
hydrostatics  that  any  pressure  upon  a  body  of  water  is 
distributed  equally  in  all  directions  throughout  the  whole 
mass,  whatever  its  shape.  In  the  more  common  forms  of 
hydraulic  press  the  pressure  of  a  piston  upon  a  body  of 
water  in  a  cylinder  of  small  area  is  distributed  through 
pipes  or  openings  to  a  piston  or  a  larger  area.  The  statical 
force  is  thus  multiplied  in  the  direct  ratio  of  the  areas  of 
the  pistons.  Therefore  if  the  diameter  of  a  small  piston 
is  one  inch  and  of  a  larger  piston  in  the  cylinder  is  one 
foot,  the  area  of  the  larger  piston  will  be  144  times  the 
area  of  the  smaller,  and  if  a  load  of  one  ton  is  applied  to 
the  smaller,  the  larger  will  exert  an  upward  statical  force 
of  144  tons. 


308  MATHEMATICAL  APPLICATIONS 

This  interesting  machine  is  used  as  the  basis  of  a  great 
number  of  inventions,  such  as  the  hydraulic  block,  jack, 
crane,  hoist,  lift  and  others,  and  for  the  pressing  of  paper 
and  other  materials. 

The  hydraulic  ram  is  a  self-contained  and  automatic 
pump,  operated  partly  by  the  pressure  of  a  column  of 
water  in  a  pipe  and  partly  by  the  living  force  acquired  by 
the  intermittent  motion  of  the  column.  This  machine  can 
be  used  to  raise  water  to  a  height  many  times  greater  than 
the  available  head,  and  it  is  also  adapted  to  draw  water 
from  a  source  independent  of  that  which  supplies  the 
power  for  operating  it. 

Hydraulic  machines  are  very  wonderful  to  people  who 
observe  their  action  for  the  first  time.  With  a  common 
hydraulic  press  a  laborer,  without  any  other  help,  can 
raise  a  load  of  a  hundred  tons,  which  is  the  weight  of  a 
long  railway  train.  At  large  ship  docks  any  boy  can,  by 
the  manipulation  of  a  few  handles,  lift  heavy  weights  rap- 
idly from  a  ship  and  place  them  on  the  dock. 

No  single  invention  in  the  history  of  the  world  has  had 
so  deep  and  wide  an  influence  as  the  steam  engine.  This 
truism  is  one  which  deserves  consideration,  even  in  days 
when  there  is  all  too  much  exploitation  of  the  mechanical 
inventiveness  of  the  age.  If  the  possibility  of  travel  which 
the  locomotive  has  brought  within  the  reach  of  nearly 
every  one  be  considered,  apart  from  any  other  uses  of  the 
steam  engine,  its  extraordinary  influence  on  the  life  of  the 
century  is  startlingly  apparent.  Until  within  fifty  years 
travel  and  acquaintance  with  foreign  peoples,  historic 
monuments  and  all  the  artistic  accumulations  of  other 
nations  and  other  generations  were  the  privilege  of  very 
few;  in  these  days  traveling  is  the  universal  epidemic. 
More  than  that,  with  better  acquaintance  nation  has  re- 
acted upon  nation,  so  that  political  and  military  problems 
have  taken  on  a  wholly  different  aspect. 

The  germ  of  the  steam  engine  existed  in  Heron's  eolipile, 
invented  in  the  second  century  B.C.     This  illustrated  per- 


MACHINES  309 

fectly  the  expansive  force  of  steam  generated  in  a  closed 
vessel  and  escaping  by  a  narrow  aperture.  It  consisted  of 
a  hollow  ball  containing  water  and  two  arms  bent  in  oppo- 
site directions,  from  the  narrow  apertures  of  which  steam 
issued  with  such  force  that  the  air,  reacting  on  it,  caused  a 


Fig.  21  — Heron's  Eolipile. 


circular  or  rotary  motion  of  the  ball.  Several  attempts 
have  been  made  to  apply  the  principle  of  the  eolipile  to 
rotating  machinery. 

In  1705  there  was  invented  the  first  important  device 
for  the  practical  application  of  steam  power.     For  about 


310  MATHEMATICAL  APPLICATIONS 

1,500  years  after  Heron's  eolipile  no  progress  had  been 
made.  During  the  seventeenth  century  steam  fountains 
were  designed,  but  they  were  merely  modifications  of 
Heron's  engine,  and  were  probably  applied  only  for  orna- 
mental purposes.  Some  effort  was  also  made  by  Morland, 
Papin  and  Savery  to  construct  practical  machines  for  the 
raising  of  water  or  driving  of  mill-works.  The  first  suc- 
cessful attempt  to  combine  the  principles  and  forms  of 
mechanism  then  known  into  an  economical  and  convenient 
machine  was  made  by  Thomas  Newcomen,  a  blacksmith  of 
Dartmouth,  England.  It  is  probable  that  he  knew  of 
Savery's  engine,  as  Savery  lived  only  fifteen  miles  away. 

Assisted  by  John  Calley,  Newcomen  constructed  an  en- 
gine— an  "atmospheric  steam-engine,"  for  which  a  patent 
was  secured  in  1705.  In  171 1  such  a  machine  was  set  up 
at  Wolverhampton  for  the  raising  of  water.  Steam  pass- 
ing from  the  boiler  into  the  cylinder  held  the  piston  up 
against  the  external  atmospheric  pressure  until  the  passage 
between  the  cylinder  and  boiler  was  closed  by  a  cock. 
Then  the  steam  in  the  cylinder  was  condensed  by  a  jet  of 
water.  A  partial  vacuum  was  formed  and  the  air  above 
pressed  the  piston  down.  This  piston  was  suspended  from 
one  end  of  an  overhead  beam,  the  other  end  of  the  beam 
carrying  the  pump-rod.  Desaguliers  tells  the  story  that  a 
boy,  Humphrey  Potter,  who  was  charged  with  the  duty  of 
opening  and  closing  the  stopcock  between  the  boiler  and 
cylinder  for  every  stroke,  contrived  by  catches  and  strings 
an  automatic  motion  of  the  cock.  The  fly-wheel  was  intro- 
duced in  1736  by  Jonathan  Hulls.  The  next  great  im- 
provements were  introduced  in  Scotland  by  James  Watt  in 
the  latter  half  of  the  eighteenth  century.  Watt  was  edu- 
cated as  a  maker  of  mathematical  instruments,  and  in  1760 
he  opened  a  shop  in  Glasgow.  Becoming  interested  in  the 
steam-engine  and  its  history,  he  began  to  experiment  in  a 
scientific  manner.  He  took  up  chemistry  and  was  assisted 
in  his  studies  by  Dr.  Black,  the  discoverer  of  "latent  heat." 
Observing  the  great  loss  of  heat  in  the  Newcomen  engine, 


MACHINES  311 

due  to  the  cooling  of  the  cylinder  by  the  jet  of  water  at 
every  stroke,  he  began  to  think  of  means  to  keep  the 
cylinder  "always  as  hot  as  the  steam  that  entered  it."  He 
has  told  us  how,  finally,  the  happy  thought  securing  this 
end  occurred  to  him :  "I  had  gone  to  take  a  walk  on  a  fine 
Sabbath  afternoon.  I  had  entered  the  Green  by  the  gate 
at  the  foot  of  Charlotte  Street,  and  had  passed  the  old 
washing-house.  I  was  thinking  upon  the  engine  at  the 
time,  and  had  gone  as  far  as  the  herd's  house  when  the 
idea  came  into  my  mind  that  as  steam  was  an  elastic  body 
it  would  rush  into  a  vacuum,  and  if  a  communication  were 
made  between  the  cylinder  and  an  exhausted  vessel,  it 
would  rush  into  it,  and  might  be  there  condensed  without 
cooling  the  cylinder."  Through  this  invention  the  piston 
was  now  moved  by  the  expansion  of  steam,  not  by  air 
pressure,  as  in  Newcomen's  engine.  Watt  introduced  a 
separate  condenser,  a  steam-jacket  and  other  improve- 
ments. He  deservedly  commands  a  preeminent  place 
among  those  who  took  part  in  the  development  of  the 
steam-engine.  The  expiration  of  Watt's  vital  patent  oc- 
curred in  1800,  and  he  himself  then  retired  from  the  active 
supervision  of  his  engineering  business,  having  virtually 
finished  his  life's  work  on  the  last  year  of  the  century. 

One  of  the  first  and  most  obvious  uses  of  the  steam- 
engine  was  to  apply  its  power  to  locomotion,  both  on  sea 
and  land.  Before  steam  lent  its  power  to  the  propulsion 
of  ships,  navigation  was,  like  the  windmill,  subject  to  the 
intermittent  character  of  the  winds  or  limited  to  the  man- 
power of  rowers.  The  method  of  moving  vessels  by  pad- 
dle-wheels was  adopted  by  the  Romans,  probably  borrowed 
from  the  Egyptians ;  but  the  wheels  were  turned  by  handles 
within  the  vessels,  operated  by  men.  There  are  several 
obscure  references  in  annals  of  the  seventeenth  century 
to  what  is  supposed  to  be  the  propulsion  of  paddle-wheels ' 
by  steam.  Among  the  rest  there  is  a  description  of  a  steam 
propeller,  invented  by  one  Genevois,  a  pastor  at  Berne, 
which  was  formed  like  the  foot  of  a  duck.    This  was  made 


312  MATHEMATICAL  APPLICATIONS 

to  expand  and  present  a  large  surface  to  the  water  when 
moved  against  it  and  to  close  up  into  a  small  compass 
when  moved  in  the  opposite  direction.  In  1774  there  is  a 
tradition  of  a  boat  which,  when  tried  upon  the  Seine  near 
Paris,  moved  against  the  stream,  tho  slowly,  "the  engine 
being  of  insufficient  power."  The  construction  of  this 
engine  is  attributed  to  the  Count  D'Auxiron,  a  French 
nobleman. 

Many  attempts  to  apply  the  force  of  the  steam-engine  to 
the  propulsion  of  paddle-wheels  were  made  in  the  latter 
part  of  the  eighteenth  century,  and  it  is  said  that  William 
Symington,  an  English  inventor,  accomplished  a  certain 
form  of  steam  navigation.  But  it  was  left  for  Robert 
Fulton,  an  American  artist  as  well  as  inventor,  to  bring  the 
trials  to  a  successful  issue.  In  1809  Fulton's  steam  vessel, 
the  Clermont,  made  her  first  voyage  from  New  York  to 
Albany,  a  distance  of  about  140  miles,  at  the  rate  of  five 
miles  an  hour.  To  those  who  viewed  this  spectacle  this 
first  steamer  "had  a  most  terrific  appearance."  She  used 
dry  pine  wood  for  fuel  and  sent  forth  a  column  of  ignited 
vapor  for  a  distance  of  many  feet  above  the  flue,  and 
whenever  the  fire  was  stirred  showers  of  sparks  flew  off 
into  the  air.  One  of  the  chroniclers  states :  "Notwithstand- 
ing the  wind  and  tide  were  adverse  to  its  approach,  they 
saw  with  astonishment  that  the  vessel  was  rapidly  coming 
toward  them,  and  when  it  came  so  near  that  the  noise  of 
the  machinery  and  paddles  was  heard  the  crews,  in  some 
instances,  shrank  beneath  their  decks  from  the  terrific 
sight  and  left  their  vessels  to  go  ashore,  while  others 
prostrated  themselves  and  besought  Providence  to  protect 
them  from  the  approach  of  the  horrible  monster,  which 
was  marching  on  the  tide  and  lighting  its  path  by  the  fire 
which  it  vomited." 

The  Clermont  was  of  160  tons  burden,  the  paddle-wheels 
were  15  feet  in  diameter  and  dipped  2  feet  in  the  water. 
She  was  impelled  by  a  machine  of  four-foot  stroke  and  a 
two-foot  cylinder.     Within  a  few  weeks  after  the  appear- 


MACHINES  313 

ance  of  the  Clermont,  Stevens,  of  Hoboken,  launched  a 
steam  vessel.  She  could  not  ply  on  the  waters  of  the  Hud- 
son, in  consequence  of  the  exclusive  patent  of  Fulton  and 
Livingston,  so  she  was  taken  to  the  Delaware.  This  was 
the  first  steamer  that  ever  sailed  the  ocean.  From  that 
time  steamboats  have  multiplied  till  every  water  in  the 
civilized  portion  of  the  earth  was  marked  with  these  agents 
of  rapid  intercourse. 

For  the  purpose  of  comparison  the  Cunard  steamer 
Lusitania,  launched  in  1907,  may  be  placed  beside  that  of 
the  Clermont.  The  Lusitania  is  790  feet  long  and  88  feet 
broad.  She  has  a  displacement  of  45,000  tons  and  is  pro- 
pelled by  four  screws  rotated  by  turbine  engines  of  68,000 
horse-power.  Placed  in  perspective,  her  length  would  out- 
reach the  angular  height  of  the  Great  Pyramid. 

The  history  of  locomotion  on  land  presents  a  parallel 
tale  of  simple  beginnings  and  extraordinarily  rapid  prog- 
ress. The  "Stourbridge  Lion"  was  the  first  locomotive 
brought  to  America  and  was  tried  on  the  road  at  Hones- 
dale,  Pa.,  on  the  8th  of  August,  1829.  Its  boiler  was  i6>4 
feet  long,  the  two  cylinders  were  three-foot  stroke  and  its 
weight  was  7  tons.  It  was  operated  around  a  curve  and 
up  the  road  for  about  two  miles  and  then  was  returned  to 
the  place  of  starting.  The  experiment  demonstrated  that 
the  track  was  not  substantial  enough  for  so  heavy  an  en- 
gine, and  it  was  housed  beside  the  track,  where  it  remained 
for  fifteen  years.  It  was  then  removed  to  Carbondale, 
where  the  boiler  was  used  for  stationary  purposes  and  the 
remainder  was  sold  for  old  iron. 

This  ignominious  end  to  the  first  attempt  to  utilize  the 
steam-engine  for  locomotion  on  land  in  America  did  not 
discourage  other  people  from  making  other  trials.  Peter 
Cooper,  having  an  interest  in  the  Baltimore  and  Ohio 
road,  in  1829  built  an  engine  known  as  the  "Tom  Thumb," 
to  demonstrate  that  a  locomotive  could  be  built  that  would 
run  round  short  curves.  This  engine  had  an  upright  boiler 
20  inches  in  diameter  by  5  feet  high,  fitted  with  gun  bar- 


314  MATHEMATICAL  APPLICATIONS 

rels  for  flues.  The  engine  drove  a  large  gear  which  fitted 
into  a  smaller  gear  on  the  axle.  The  fire  was  urged  by  a 
fan  driven  by  a  belt.  The  driving-wheels  were  2^2  feet  in 
diameter.  In  August,  1830,  the  first  railroad  car  in  Amer- 
ica propelled  by  a  locomotive  was  tested  on  the  Baltimore 
and  Ohio  road.  The  wheels  were  "coned,"  which  was  the 
first  use  of  this  principle  as  applied  to  car-wheels.  Cooper's 
engine  was  coupled  to  a  car  in  front  of  it  containing  a 
load  of  4^  tons,  including  24  passengers.  The  trip  of  13 
miles  was  made  in  1  hour  and  15  minutes  and  the  return 
trip  in  57  minutes.  This  was  the  first  locomotive  built  in 
America. 

In  the  locomotive  engines  used  at  the  present  time  it  is 
not  unusual  to  see  engines  for  passenger  service  which 
have  a  total  weight  of  about  185,000  pounds,  cylinders  22 
inches  in  diameter  and  a  piston  stroke  of  30  inches.  The 
locomotive  will  now  at  least  double  the  speed  of  the  race 
horse  and  will  carry  not  only  itself,  but  three  or  four  times 
its  own  weight  in  addition,  and  will  go  a  hundred  miles 
without  stopping,  if  only  the  road  ahead  be  clear. 

The  fastest  mechanism  of  any  size,  which  has  ever 
cut  its  way  through  the  water  for  any  considerable 
distance  is  the  torpedo  boat  Ariete,  made  by  a  London 
firm  in  1887.  This  little  craft  has  a  displacement  of  no 
tons  and  machinery  capable  of  exerting  1,290  effective 
horse-power.  The  speed  accomplished  at  the  trial  tests 
was  30  miles  per  hour,  this  being  the  average  of  six  one- 
mile  tests. 


CHAPTER  VI 


For  more»than  two  centuries  man  has  been  trying  to  in- 
vent a  means  whereby  he  might  navigate  the  air,  but  it  is 
only  since  the  beginning  of  the  twentieth  century  that  any 
degree  of  success  has  been  attained. 

The  apparatus  used  in  aviation  divides,  roughly,  into 
two  classes,  dirigible  balloons  and  the  so-called  "gasless," 
or  heavier-than-air  machines,  represented  by  the  biplane, 
the  ornithopter,  or  beating-wing  machine,  and  the  heli- 
copter, or  direct  lift  machine. 

The  dirigible  balloon  has  already,  relatively  speaking, 
arrived  at  some  degree  of  perfection,  insomuch  as  the 
serious  difficulties  connected  with  this  type  of  aerial  loco- 
motive have  been  largely  overcome.  The  gas-bag,  with 
the  volume  of  gas  employed,  has  been  brought  to  its 
smallest  practicable  size,  and  the  weight  of  subsidiary 
material  and  machinery  has,  it  is  believed,  been  brought 
to  its  lowest  limit  of  safety.  With  the  inventions  of  Count 
Zeppelin  Germany  has  been  in  the  lead,  so  far  as  actual 
progress  in  the  making  of  dirigible  balloons  is  concerned, 
but  France  is  a  close  second.  As  long  ago  as  1907  the 
Zeppelin  dirigible,  413  feet  in  length,  attained  a  speed  of 
34  miles  an  hour  and  covered  more  than  200  miles  in  one 
ascent  which  lasted  eight  hours.  "La  Patrie,"  a  dirigible 
owned  by  the  French  Government,  traveled  without  rest 
from  Paris  to  Verdun,  142.8  miles,  at  a  mean  speed  of 
more  than  20  miles  an  hour. 
3i5 


3i6  MATHEMATICAL  APPLICATIONS 

Great  Britain,  Italy,  Spain  and  the  United  States  have 
also  produced  dirigibles,  but  no  essential  advance  in  the 
principle  has  been  made.  The  American  Baldwin  dirigible 
has  a  gas-bag  of  84  feet  in  length,  with  a  capacity  of 
18,000  cubic  feet.  The  frame  is  66  feet  long;  the  12- foot 
propeller,  placed  on  the  forward  end  of  the  frame,  has  a 
speed  of  450  revolutions  a  minute.  The  ship  is  kept  on  an 
even  keel  and  is  lowered  or  raised  by  a  number  of  box- 
like planes  near  the  forward  end,  operated  by  the  aviator. 
It  is  driven  by  a  20-horse-power  Curtiss  engine.  The 
frame  is  almost  as  long  as  the  gas-bag  and  is  attached  to 
it  by  means  of  a  fine  strong  netting,  while  the  operators 
are  carried  in  two  cars.  The  Baldwin  is  distinctly  an 
American  machine,  but  bears  a  general  resemblance  to 
the  enormous  German  dirigibles. 

Germany,  represented  by  Count  Zeppelin,  has  made 
significant  contributions  to  aeronautics.  August,  1909, 
was  commemorated  by  a  recording-breaking  flight  of  the 
dirigible  Zeppelin  III.  from  Friedrichshafen  to  Berlin. 
It  was  a  triumph  of  Count  Zeppelin's  scientific  skill  and 
his  patient  courage  and  perseverance.  At  the  end  of  the 
remarkable  journey  the  roofs,  streets  and  parks  of  the 
German  capital  swarmed  with  people,  singing  and  cheer- 
ing, as  the  airship  sailed  round  the  palace  and  cathedral 
and  landed  in  the  Tempelhof  parade  ground,  where  the 
Emperor,  Empress  and  many  leading  officials  were  wait- 
ing to  receive  the  aged  Count. 

The  dirigible,  as  at  present  designed,  consists  of  a  huge 
skeleton  framework  of  aluminium  alloy,  over  which  is 
stretched  continental  rubberized  fabric.  The  ship  is  six- 
teen-sided, with  long,  latticework  girders  springing  out 
from  the  solid  central  prow,  giving  the  ship  the  required 
shape.  It  is  something  more  than  440  feet  long  and  has 
seventeen  separate  gas  envelopes.  It  can  be  used  over 
water,  owing  to  its  floating  cars;  it  can  mount  duplicate 
engines  of  considerable  horse-power,  and  it  has  a  far 
wider  range  of  action  and  utility  than  any  other  aerial 


AVIATION  317 

vessel.  Already  it  holds  every  record  in  distance,  altitude 
and  duration  in  the  air. 

The  helicopter  is  a  machine  with  an  upright  shaft 
and  revolving  blades,  which  can  rise  nearly  vertically  or 
at  a  steep  angle  and  has  other  points  of  advantage  over 
the  aeroplane,  tho  it  has  not  yet  been  perfected  for  prac- 
tical use.  It  is  said  that  the  helicopter  was  first  suggested 
four  hundred  years  ago  by  the  artist,  Leonardo  da  Vinci, 
"as  a  practical,  comparatively  simple  and  inexpensive 
flying  device."  One  of  the  most  successful  helicopters 
has  two  superposed  propellers  in  horizontal  parallel  planes, 
mounted  on  concentric  hollow  shafts,  revolving  in  oppo- 
site directions  and  driven  by  an  eight-cylinder  40-horse- 
power  air-cooled  Curtiss  motor.  The  propellers  are  17 
feet  in  diameter  and  the  platform  is  16  feet  square.  The 
machine  possesses  in  a  marked  degree  the  desiderata  of 
initial  stability  and  flexibility  of  movement.  It  has  at- 
tained a  speed  of  thirty  miles  an  hour. 

The  aeroplane,  it  is  evident,  has  not  nearly  attained  its 
possible  limit  of  perfection.  The  great  originator  of  the 
flying  machine  was  Lilienthal,,  who,  aiter  exhaustive 
study  and  experimentation  with  specially  designed  appa- 
ratus modeled  after  the  wings  of  birds,  was  the  first  man 
to  glide  with  large  wing-like  surfaces  through  the  air. 
Lilienthal  was  compelled  to  use  his  machine  merely  as  an 
aerial  coaster,  as  there  was  no  light  motor  then  in  exist- 
ence. 

Several  distinguished  aerial  engineers  have  emulated 
Lilienthal's  zeal,  among  whom  are  Herring,  the  Wright 
brothers  and  Glen  H.  Curtiss  in  America,  Henri  Bleriot 
in  France,  Henry  Farman  and  Latham  in  England.  Her- 
ring improved  on  Lilienthal's  machine,  changing  his  de- 
sign and  providing  the  glider  with  a  wonderful  mechanism 
which  performed  most  of  Lilienthal's  acrobatic  feats  auto- 
matically. To  one  of  these  machines  he  later  applied 
stored  power  in  the  shape  of  compressed  air.  Applying 
this  to  two  large  wooden  screw  propellers,  he  was  able  to 


318  MATHEMATICAL  APPLICATIONS 

fly  horizontally,  instead  of  coasting  downward  for  the 
short  time  his  power  would  last.  Since  then  Curtiss  has 
invented  a  light  motor  of  great  ingenuity,  which  has  suc- 
cessfully been  applied  to  the  aeroplane  and  the  helicopter. 

The  actual  methods  by  which  practical  progress  is  made 
in  the  equipment  and  operation  of  these  machines  is  more 
or  less  shrouded  in  mystery  so  far  as  the  public  is  con- 
cerned, but  results  are  evident.  The  Wright  brothers 
began  work  on  the  Lilienthal  basis,  as  did  Herring.  They 
also  worked  out  their  own  methods  of  controlling  the 
glider  by  mechanical  means.  The  chief  feature  of  the 
Wright  aeroplane  lies  in  the  application  of  the  petrol 
motor  to  the  propelling  blades.  It  is  the  lightness  of  this 
motor  that  has  made  progress  possible  in  this  direction. 
The  propellers  force  the  machine  through  the  air  and  the 
two  planes,  from  which  the  machine  gets  its  name — bi- 
plane— support  it.  The  two  planes  are  rigid  at  their  tips, 
which  can  be  twisted  in  order  to  prevent  too  much  tilting 
when  turning.  It  is  guided  by  a  horizontal  rudder  in 
front  and  another  ordinary  rudder  at  the  rear.  The  length 
of  the  planes  had  become  difficult  to  handle,  therefore  it 
was  cut  in  two  and  one  plane  placed  above  the  other.  The 
whole  mechanism  is  handled  by  a  single  operator,  who  is 
seated  in  the  center  of  the  lower  plane. 

The  Aerial  Experiment  Association  operating  at  Ham- 
mondsport,  New  York,  has  contributed  interesting  chap- 
ters to  the  history  of  aviation.  The  June  Bug,  a  very  effi- 
cient type  of  aeroplane,  was  constructed  by  this  body.  In 
winning  the  trophy  on  July  4,  1908,  the  machine  rose 
rapidly  to  a  height  of  20  feet  and  sped  on,  traversing  a  dis- 
tance of  one  mile  in  1  minute  and  42  seconds,  correspond- 
ing to  an  average  speed  of  35V10  miles  per  hour.  The  first 
trans-oceanic  flight  was  that  of  Bleriot,  the  French  ex- 
perimenter, who  performed  in  August,  1909,  the  feat  of 
crossing  the  English  Channel  in  a  monoplane. 

During  the  last  week  of  August,  1909,  the  first  interna- 
tional aviation  race-meet  held  anywhere  in  the  world  took 


AVIATION  319 

place  near  the  city  of  Rheims,  France.  It  was  there  that 
the  best  achievements  of  the  heavier-than-air  machines 
were  exhibited  and  practically  every  contribution  to  the 
science  of  aviation  by  motor  placed  before  the  public.  The 
exhibitions  of  aerial  skill  were  such  as  to  make  the  week 
a  memorable  one  in  the  history  of  aviation.  New  records 
were  made  and  broken  every  day  and  the  safety  of  the 
flying  machines  was  as  remarkable  as  their  efficiency. 
Flights  were  made  during  rain  and  when  the  wind  was 
blowing  twenty-five  miles  an  hour. 

Altogether  there  were  thirty-eight  aeroplanes  entered 
in  the  various  contests  and  races,  for  which  $40,000  in 
cash  prizes  was  offered.  The  machines  which  made 
flights  were  divided  about  equally  between  the  monoplane 
and  the  biplane  types,  altho  the  latter  type  was  rather 
more  in  favor.  Of  the  machines  of  this  kind  five  were 
Wright  biplanes,  five  were  biplanes  of  the  Voisin  cellular 
type  with  a  tail  and  three  of  the  Farman  type  with  a  tail, 
but  without  vertical  partitions  between  the  main  planes. 
The  Curtiss  biplane,  which  is  modeled  closely  after  the 
pattern  used  by  the  Wright  brothers,  represented  America. 

These  machines  were  entered  in  contests  for  speed  in 
long-distance  flights,  for  "sprints,"  for  passenger-carrying 
power  and  for  duration  of  flight.  Flights  of  half  an  hour, 
an  hour,  an  hour  and  a  half  became  common  early  in  the 
meeting,  and  on  Tuesday  M.  Paulhan,  driving  a  Voisin 
biplane,  broke  the  record  made  by  Wilbur  Wright  at  Le 
Mans,  France,  in  1908,  by  flying  for  2  hours  and  43  min- 
utes. In  that  time  he  covered  83  miles  and  only  descended 
when  his  fuel  was  exhausted.  The  next  day  his  record, 
in  point  of  distance,  was  promptly  superseded  by  M. 
Latham,  the  French  aerialist,  who  made  the  first,  tho 
unsuccessful,  attempt  to  fly  across  the  English  Channel. 
In  an  Antoinette  monoplane  M.  Latham  circled  the  course 
fifteen  times,  covering  a  distance  of  96  miles  in  2  hours 
and  18  minutes.  This  is  about  the  same  time  that  Mr. 
Wright  remained  in  the  air  on  his  record  flight  in  1908, 


320  MATHEMATICAL  APPLICATIONS 

but  during  that  time  he  covered  only  yy  miles.  On 
the  28th  (Friday)  Mr.  Farman,  an  Englishman,  flying 
in  a  biplane  of  his  own  design,  once  more  set  the  mark  at 
a  higher  point.  He  flew  about  118  miles,  remaining  in  the 
air  more  than  three  hours,  breaking  the  records  made 
both  by  M.  Latham  and  M.  Paulhan.  His  performance 
won  for  him  the  Champagne  Grand  Prize.  Bleriot  made 
the  best  time  for  a  single  round  of  the  course  during  the 
first  part  of  the  week,  covering  the  distance  of  6l/5  miles 
in  almost  exactly  8  minutes  and  4  seconds. 

In  the  middle  of  the  week  the  International  Aviation 
Trophy  was  contested.  France  was  represented  by  two 
monoplanes,  a  Bleriot  and  an  Antoinette  and  a  Wright 
biplane,  while  America  was  represented  by  one  tiny  bi- 
plane with  an  eight-cylinder  motor,  designed  and  operated 
by  Glen  H.  Curtiss.  The  real  race  was  between  Bleriot 
and  Curtiss,  the  champions  of  the  biplane  and  monoplane 
types  of  flying  machines,  respectively.  The  morning  of 
the  contest,  August  28,  was  mild,  calm  and  hazy  at  Rheims. 
Curtiss,  after  a  preliminary  round  of  the  course,  circled 
round  once  in  front  of  the  grand  stand  and  crossed  the 
line  at  full  speed.  The  aeroplane  pitched  perceptibly  and 
the  turns  were  at  first  rather  wide.  Nevertheless  he  made 
the  two  rounds  in  record  time,  the  second  being  4x/5  sec- 
onds faster  than  the  first.  The  total  time  of  the  rounds 
was  15  minutes  503/,.  seconds,  corresponding  to  an  average 
speed  of  47.04  miles  an  hour. 

Bleriot  was  unable  to  better  this  record,  tho  his  mono- 
palne  flew  splendidly,  without  any  rolling  or  pitching. 
His  time  was  53/5  seconds  more  than  that  of  Curtiss.  The 
third  place  in  the  competition  was  secured  by  Latham,  who 
flew  at  a  height  of  about  150  feet  and  covered  the  course 
in  17  minutes  32  seconds.  Lefebvre,  the  third  French 
representative,  with  a  Wright  biplane  fitted  with  a  40- 
horse-power  motor,  was  fourth,  making  the  course  in  20 
minutes  47  seconds. 

The  passenger-carrying  competition  was  won  by  Henry 


Wright   Biplane   Machine   on    Ground,   with    Glenn    Curtiss 
Flying  Overhead.     (Taken  at  Rheims.) 


AVIATION  321 

Farman,  who,  after  making  a  round  with  one  passenger 
in  9  minutes  53*/5  seconds,  carried  two  people  around  the 
course  at  a  speed  of  34.96  miles  an  hour.  The  total  live 
weight  lifted  by  his  machine  was  in  the  neighborhood  of 
450  pounds.  Farman's  biplane  was  the  only  machine  that 
succeeded  in  carrying  three  people.  Bleriot's  "No.  12" 
monoplane,  however,  was  the  first  aeroplane  to  accomplish 
this  feat,  which  it  did  at  Douai  in  June,  1909.  At  that 
time  a  total  weight  of  1,234  pounds  was  carried  at  about 
30  miles  an  hour  with  a  30-horse-power  motor. 

The  chief  event  of  the  meet  at  Rheims,  however,  was 
the  contest  for  the  James  Gordon  Bennett  cup  for  the 
fastest  flight  of  30  kilometers.  Early  in  the  week  it  was 
evident  that  Bleriot  and  Curtiss  were  the  two  serious  can- 
didates for  this  prize,  and  the  excitement  over  the  two 
contestants  was  intense.  Bleriot  started  on  his  journey, 
crossed  the  line  and  made  the  first  turn  at  a  rapid  rate, 
flying  at  a  low  elevation.  He  disappeared  from  sight,  how- 
ever, at  the  far  end  of  the  long  course,  and  presently  it 
was  found  that  his  machine  had  suddenly  dived  to  the 
ground,  caught  fire  and  was  rapidly  being  consumed. 
This  unfortunate  accident  eliminated  serious  rivalry  to 
the  American  machine,  which  had  already  proved  its  re- 
markable powers.  Curtiss  made  the  three  rounds  of  the 
course  in  his  60-horse-power  biplane  in  23  minutes  29 
seconds,  or  at  a  speed  corresponding  to  47.6  miles  an  hour. 
The  second  lap  of  the  course  was  made  at  a  speed  of  47.73 
miles  an  hour.  Latham;  with  the  Antoinette  monoplane, 
was  second  in  this  contest  and  the  Wright  biplane  third. 
Thus  the  Prix  de  la  Vitesse  also  fell  to  Curtiss,  bringing 
to  America  the  lion's  share  of  the  honors  of  the  meeting. 

The  Curtiss  biplane  carries  an  eight-cylinder  water- 
cooled  motor,  weighing  200  pounds.  All  valves  are  me- 
chanically operated  and  the  ignition  is  by  magnet.  The 
weight  of  the  aeroplane'  loaded  is  700  pounds ;  the  total 
surface  is  225  square  feet.  The  thrust  developed  by  the 
propellers  is  280  pounds  and  its  greatest  speed  is  47.73 


322  MATHEMATICAL  APPLICATIONS 

miles  an  hour.  The  machine  is,  in  comparison  to  the 
other  types  of  biplane,  compact  and  small,  weighing  less 
than  half  as  much  as  those  of  his  competitors. 

The  contest  seems  to  have  settled  many  of  the  moot 
questions  concerning  stability,  landing  and  manipulation 
of  the  machines.  The  most  important  factor  appears  to  be 
the  reliability  of  the  motor.  The  spectacle  during  the 
week's  contests  was  an  unprecedented  one,  for  at  times  six 
machines  were  in  the  air  at  once. 

The  last  few  years  have  seen  the  revolutionary  triumph 
of  the  flying  machine  over  gravity;  the  coming  years  will 
see  its  evolutionary  subjugation  of  the  treacherous  ele- 
ment into  which  it  has  launched  itself. 

"Flight  is  a  new  mental  and  physical  experience,"  says 
Thos.  S.  Baldwin,  the  inventor  of  the  U.  S.  military 
dirigible  balloon,  in  a  recent  article.  "It  transposes  one  to 
a  world  of  action  and  emotion  in  direct  contrast  to  much 
of  what  one  feels  and  lives  on  the  hard  surface  of  the 
globe.  It  tends  to  exhilarate  and  exalt  the  mind;  it 
changes  the  registry  and  the  workings  of  a  number  of  the 
human  senses ;  and  it  breathes  into  the  body  an  overflow- 
ing measure  of  health,  endurance  and  power.  The  elimi- 
nation of  the  force  of  gravity  affects  the  habits  of  gravity. 
The  mind's  freedom  is  denoted  by  an  enormous  increase 
of  energy  and  power  of  action.  The  gravity  of  every 
square  inch  of  the  plane  on  which  one  stands  or  sits,  and 
of  every  ounce  of  one's  body,  have  been  neutralized  by  a 
buoyancy  of  a  gas  lighter  than  air  or  by  mechanical  force 
and  pressure  upon  the  air. 

The  aeronaut  brings  a  measure  of  this  power  from  the 
heavens  down  to  the  earth  with  him  as  he  alights  from  his 
ship.  After  a  long  voyage  one  touches  the  ground  with 
the  feeling  that  he  can  step  over  tall  buildings,  leap  broad 
rivers  and  fly  from  place  to  place.  His  tread  upon  the 
ground  is  like  walking  upon  bags  of  wool.  This  fact  ex- 
plains why  so  small  a  percentage  of  persons  who  fall  in 
flight  are  killed.     This  apparent  lightness  and  buoyancy 


AVIATION  323 

remains  in  the  very  bones  for  many  hours  after  one  has 
made  a  protracted  aerial  voyage,  and  lures  one  back  to  the 
height  of  the  air.  It  is  a  sensation  of  pleasure  that  the 
great  majority  of  humanity  have  yet  to  know. 

"First  we  shall  fly  a  step  in  a  crude  machine — we  have 
begun  to  do  that — then  in  time  we  shall  sail  the  air  in 
great  ships,  and  in  some  remote  day  man  will  pass  through 
the  air  in  his  own  body  solely.  No  one  who  has  keenly 
felt  the  joy  and  triumph  of  flight  in  his  own  person  can 
fail  to  believe  in  this  last  prediction." 

But  it  would  be  doing  Mathematics  a  grievous  injustice 
to  level  its  applicative  value  to  mechanical  inventiveness, 
for  if  there  is  one  thing  that  is  more  sure  than  another  it 
is  that  the  development  of  machinery,  marvelous  tho  it 
has  been,  is  but  one — and  a  small — part  of  the  heritage  that 
Modern  Mathematics  has  given.  The  scope  of  logistics 
is  immeasurable,  and  there  are  not  wanting  evidences  that 
abstruse  subjects  supposed  to  be  inherently  psychologic 
may  come  under  the  magic  spell  of  number. 

Whether  imagination  itself  shall  ever  be  reduced  to  a 
fourth  dimension  in  space,  man  cannot  yet  know;  but  re- 
garding that  spiritual  essence  of  man,  the  mathematician 
has  always  his  fixed  idea.  Cassius  J.  Keyser  couples  the 
science  with  what  was  once  known  as  "the  queen  of  all 
sciences,"  and  makes  mathematics  the  key  to  a  vaster 
realm  than  it  has  hitherto  conquered. 

"I  do  not  believe,"  he  says,  "that  the  present  declined 
state  of  Theology  is  destined  to  be  permanent.  The  pres- 
ent is  but  an  interregnum  in  her  reign  and  her  fallen  days 
will  have  an  end.  She  has  been  deposed  mainly  because 
she  has  not  seen  fit  to  avail  herself  promptly  and  fully  of 
the  dispensations  of  advancing  knowledge.  The  aims, 
however,  of  the  ancient  mistress  are  as  high  as  ever,  and 
when  she  shall  have  made  good  her  present  lack  of  mod- 
ern education  and  learned  to  extend  a  generous  and  eager 
hospitality  to  modern  light,  she  will  reascend  and  will 
occupy  with  dignity  as  of  yore  an  exalted  place  in  the 


324  MATHEMATICAL  APPLICATIONS 

ascending  scale  of  human  interests  and  the  esteem  of  en- 
lightened men.  And  mathematics,  by  the  character  of  her 
inmost  being,  is  especially  qualified,  I  believe,  to  assist  in 
the  restoration. 

"It  was  but  little  more  than  a  generation  ago  that  the 
mathematician,  philosopher  and  theologian,  Bernhard  Bol- 
zano, dispelled  the  clouds  that  throughout  all  the  foregone 
centuries  had  developed  the  notion  of  Infinitude  in  dark- 
ness, completely  sheared  the  great  term  of  its  vagueness 
without  shearing  it  of  its  strength,  and  thus  rendered  it 
forever  available  for  the  purposes  of  logical  discourse. 
Whereas,  too,  in  former  times  the  Infinite  betrayed  its 
presence  not  indeed  to  the  faculties  of  Logic  but  only  to 
the  spiritual  Imagination  and  Sensibility,  mathematics  has 
shown,  even  during  the  life  of  the  elder  men  here  present 
— and  the  achievement  marks  an  epoch  in  the  history  of 
man — that  the  structure  of  Transfinite  Being  is  open  to  ex- 
ploration by  the  organon  of  Thought. 

"Again,  it  is  in  the  mathematical  doctrine  of  Invariance, 
the  realm  wherein  are  sought  and  found  configurations  and 
types  of  being  that,  amid  the  swirl  and  stress  of  countless 
hosts  of  transformations,  remain  immutable,  and  the  spirit 
dwells  in  contemplation  of  the  serene  and  eternal  reign  of 
the  subtile  law  of  Form,  it  is  there  that  Theology  may 
find,  if  she  will,  the  clearest  conceptions,  the  noblest  sym- 
bols, the  most  inspiring  intimations,  the  most  illuminating 
illustrations  and  the  surest  guarantees  of  the  object  of  her 
teaching  and  her  quest,  an  Eternal  Being,  unchanging  in 
the  midst  of  the  universal  flux." 


HI.   SLOOS.  OSQ.   iOhSZ