Why prime numbers still fascinate mathematicians, 2,300 years later

Primes still have the power to surprise. Chris-LiveLoveClick/shutterstock.com

On March 20, American-Canadian mathematician Robert Langlands received the Abel Prize, celebrating lifetime achievement in mathematics. Langlands’ research demonstrated how concepts from geometry, algebra and analysis could be brought together by a common link to prime numbers.

When the King of Norway presents the award to Langlands in May, he will honor the latest in a 2,300-year effort to understand prime numbers, arguably the biggest and oldest data set in mathematics.

As a mathematician devoted to this “Langlands program,” I’m fascinated by the history of prime numbers and how recent advances tease out their secrets. Why they have captivated mathematicians for millennia?

How to find primes

To study primes, mathematicians strain whole numbers through one virtual mesh after another until only primes remain. This sieving process produced tables of millions of primes in the 1800s. It allows today’s computers to find billions of primes in less than a second. But the core idea of the sieve has not changed in over 2,000 years.

“A prime number is that which is measured by the unit alone,” mathematician Euclid wrote in 300 B.C. This means that prime numbers can’t be evenly divided by any smaller number except 1. By convention, mathematicians don’t count 1 itself as a prime number.

Euclid proved the infinitude of primes – they go on forever – but history suggests it was Eratosthenes who gave us the sieve to quickly list the primes.

 

Here’s the idea of the sieve. First, filter out multiples of 2, then 3, then 5, then 7 – the first four primes. If you do this with all numbers from 2 to 100, only prime numbers will remain.

With eight filtering steps, one can isolate the primes up to 400. With 168 filtering steps, one can isolate the primes up to 1 million. That’s the power of the sieve of Eratosthenes.

Tables and tables

An early figure in tabulating primes is John Pell, an English mathematician who dedicated himself to creating tables of useful numbers. He was motivated to solve ancient arithmetic problems of Diophantos, but also by a personal quest to organize mathematical truths. Thanks to his efforts, the primes up to 100,000 were widely circulated by the early 1700s. By 1800, independent projects had tabulated the primes up to 1 million.

To automate the tedious sieving steps, a German mathematician named Carl Friedrich Hindenburg used adjustable sliders to stamp out multiples across a whole page of a table at once. Another low-tech but effective approach used stencils to locate the multiples. By the mid-1800s, mathematician Jakob Kulik had embarked on an ambitious project to find all the primes up to 100 million.

This “big data” of the 1800s might have only served as reference table, if Carl Friedrich Gauss hadn’t decided to analyze the primes for their own sake. Armed with a list of primes up to 3 million, Gauss began counting them, one “chiliad,” or group of 1000 units, at a time. He counted the primes up to 1,000, then the primes between 1,000 and 2,000, then between 2,000 and 3,000 and so on.

Gauss discovered that, as he counted higher, the primes gradually become less frequent according to an “inverse-log” law. Gauss’s law doesn’t show exactly how many primes there are, but it gives a pretty good estimate. For example, his law predicts 72 primes between 1,000,000 and 1,001,000. The correct count is 75 primes, about a 4 percent error.

A century after Gauss’ first explorations, his law was proved in the “prime number theorem.” The percent error approaches zero at bigger and bigger ranges of primes. The Riemann hypothesis, a million-dollar prize problem today, also describes how accurate Gauss’ estimate really is.

The prime number theorem and Riemann hypothesis get the attention and the money, but both followed up on earlier, less glamorous data analysis.

Modern prime mysteries

Today, our data sets come from computer programs rather than hand-cut stencils, but mathematicians are still finding new patterns in primes.

Except for 2 and 5, all prime numbers end in the digit 1, 3, 7 or 9. In the 1800s, it was proven that these possible last digits are equally frequent. In other words, if you look at the primes up to a million, about 25 percent end in 1, 25 percent end in 3, 25 percent end in 7, and 25 percent end in 9.

A few years ago, Stanford number theorists Robert Lemke Oliver and Kannan Soundararajan were caught off guard by quirks in the final digits of primes. An experiment looked at the last digit of a prime, as well as the last digit of the very next prime. For example, the next prime after 23 is 29: One sees a 3 and then a 9 in their last digits. Does one see 3 then 9 more often than 3 then 7, among the last digits of primes?

Frequency of last-digit pairs, among successive prime numbers up to 100 million. Matching colors correspond to matching gaps. M.H. Weissman, CC BY

Number theorists expected some variation, but what they found far exceeded expectations. Primes are separated by different gaps; for example, 23 is six numbers away from 29. But 3-then-9 primes like 23 and 29 are far more common than 7-then-3 primes, even though both come from a gap of six.

Mathematicians soon found a plausible explanation. But, when it comes to the study of successive primes, mathematicians are (mostly) limited to data analysis and persuasion. Proofs – mathematicians’ gold standard for explaining why things are true – seem decades away.

For more insights like this, visit our website at www.international-maths-challenge.com.
Credit of the article given to Martin H. Weissman


Mathematicians Measure Infinities, and Find They’re Equal

Credit: Saul Gravy Getty Images

Proof rests on a surprising link between infinity size and the complexity of mathematical theories

In a breakthrough that disproves decades of conventional wisdom, two mathematicians have shown that two different variants of infinity are actually the same size. The advance touches on one of the most famous and intractable problems in mathematics: whether there exist infinities between the infinite size of the natural numbers and the larger infinite size of the real numbers.

The problem was first identified over a century ago. At the time, mathematicians knew that “the real numbers are bigger than the natural numbers, but not how much bigger. Is it the next biggest size, or is there a size in between?” said Maryanthe Malliaris of the University of Chicago, co-author of the new work along with Saharon Shelah of the Hebrew University of Jerusalem and Rutgers University.

In their new work, Malliaris and Shelah resolve a related 70-year-old question about whether one infinity (call it p) is smaller than another infinity (call it t). They proved the two are in fact equal, much to the surprise of mathematicians.

“It was certainly my opinion, and the general opinion, that should be less than t,” Shelah said.

Malliaris and Shelah published their proof last year in the Journal of the American Mathematical Society and were honored this past Julywith one of the top prizes in the field of set theory. But their work has ramifications far beyond the specific question of how those two infinities are related. It opens an unexpected link between the sizes of infinite sets and a parallel effort to map the complexity of mathematical theories.

Many Infinities

The notion of infinity is mind-bending. But the idea that there can be different sizes of infinity? That’s perhaps the most counterintuitive mathematical discovery ever made. It emerges, however, from a matching game even kids could understand.

Suppose you have two groups of objects, or two “sets,” as mathematicians would call them: a set of cars and a set of drivers. If there is exactly one driver for each car, with no empty cars and no drivers left behind, then you know that the number of cars equals the number of drivers (even if you don’t know what that number is).

In the late 19th century, the German mathematician Georg Cantor captured the spirit of this matching strategy in the formal language of mathematics. He proved that two sets have the same size, or “cardinality,” when they can be put into one-to-one correspondence with each other—when there is exactly one driver for every car. Perhaps more surprisingly, he showed that this approach works for infinitely large sets as well.

Consider the natural numbers: 1, 2, 3 and so on. The set of natural numbers is infinite. But what about the set of just the even numbers, or just the prime numbers? Each of these sets would at first seem to be a smaller subset of the natural numbers. And indeed, over any finite stretch of the number line, there are about half as many even numbers as natural numbers, and still fewer primes.

Yet infinite sets behave differently. Cantor showed that there’s a one-to-one correspondence between the elements of each of these infinite sets.

1 2 3 4 5 (natural numbers)
2 4 6 8 10 (evens)
2 3 5 7 11 (primes)

Because of this, Cantor concluded that all three sets are the same size. Mathematicians call sets of this size “countable,” because you can assign one counting number to each element in each set.

After he established that the sizes of infinite sets can be compared by putting them into one-to-one correspondence with each other, Cantor made an even bigger leap: He proved that some infinite sets are even larger than the set of natural numbers.

Consider the real numbers, which are all the points on the number line. The real numbers are sometimes referred to as the “continuum,” reflecting their continuous nature: There’s no space between one real number and the next. Cantor was able to show that the real numbers can’t be put into a one-to-one correspondence with the natural numbers: Even after you create an infinite list pairing natural numbers with real numbers, it’s always possible to come up with another real number that’s not on your list. Because of this, he concluded that the set of real numbers is larger than the set of natural numbers. Thus, a second kind of infinity was born: the uncountably infinite.

What Cantor couldn’t figure out was whether there exists an intermediate size of infinity—something between the size of the countable natural numbers and the uncountable real numbers. He guessed not, a conjecture now known as the continuum hypothesis.

In 1900, the German mathematician David Hilbert made a list of 23 of the most important problems in mathematics. He put the continuum hypothesis at the top. “It seemed like an obviously urgent question to answer,” Malliaris said.

In the century since, the question has proved itself to be almost uniquely resistant to mathematicians’ best efforts. Do in-between infinities exist? We may never know.

Forced Out

Throughout the first half of the 20th century, mathematicians tried to resolve the continuum hypothesis by studying various infinite sets that appeared in many areas of mathematics. They hoped that by comparing these infinities, they might start to understand the possibly non-empty space between the size of the natural numbers and the size of the real numbers.

Many of the comparisons proved to be hard to draw. In the 1960s, the mathematician Paul Cohen explained why. Cohen developed a method called “forcing” that demonstrated that the continuum hypothesis is independent of the axioms of mathematics—that is, it couldn’t be proved within the framework of set theory. (Cohen’s work complemented work by Kurt Gödel in 1940 that showed that the continuum hypothesis couldn’t be disproved within the usual axioms of mathematics.)

Cohen’s work won him the Fields Medal (one of math’s highest honors) in 1966. Mathematicians subsequently used forcing to resolve many of the comparisons between infinities that had been posed over the previous half-century, showing that these too could not be answered within the framework of set theory. (Specifically, Zermelo-Fraenkel set theory plus the axiom of choice.)

Some problems remained, though, including a question from the 1940s about whether p is equal to t. Both p and t are orders of infinity that quantify the minimum size of collections of subsets of the natural numbers in precise (and seemingly unique) ways.

The details of the two sizes don’t much matter. What’s more important is that mathematicians quickly figured out two things about the sizes of p and t. First, both sets are larger than the natural numbers. Second, p is always less than or equal to t. Therefore, if p is less than t, then p would be an intermediate infinity—something between the size of the natural numbers and the size of the real numbers. The continuum hypothesis would be false.

Mathematicians tended to assume that the relationship between p and t couldn’t be proved within the framework of set theory, but they couldn’t establish the independence of the problem either. The relationship between p and t remained in this undetermined state for decades. When Malliaris and Shelah found a way to solve it, it was only because they were looking for something else.

An Order of Complexity

Around the same time that Paul Cohen was forcing the continuum hypothesis beyond the reach of mathematics, a very different line of work was getting under way in the field of model theory.

For a model theorist, a “theory” is the set of axioms, or rules, that define an area of mathematics. You can think of model theory as a way to classify mathematical theories—an exploration of the source code of mathematics. “I think the reason people are interested in classifying theories is they want to understand what is really causing certain things to happen in very different areas of mathematics,” said H. Jerome Keisler, emeritus professor of mathematics at the University of Wisconsin, Madison.

In 1967, Keisler introduced what’s now called Keisler’s order, which seeks to classify mathematical theories on the basis of their complexity. He proposed a technique for measuring complexity and managed to prove that mathematical theories can be sorted into at least two classes: those that are minimally complex and those that are maximally complex. “It was a small starting point, but my feeling at that point was there would be infinitely many classes,” Keisler said.

It isn’t always obvious what it means for a theory to be complex. Much work in the field is motivated in part by a desire to understand that question. Keisler describes complexity as the range of things that can happen in a theory—and theories where more things can happen are more complex than theories where fewer things can happen.

A little more than a decade after Keisler introduced his order, Shelah published an influential book, which included an important chapter showing that there are naturally occurring jumps in complexity—dividing lines that distinguish more complex theories from less complex ones. After that, little progress was made on Keisler’s order for 30 years.

Then, in her 2009 doctoral thesis and other early papers, Malliaris reopened the work on Keisler’s order and provided new evidence for its power as a classification program. In 2011, she and Shelah started working together to better understand the structure of the order. One of their goals was to identify more of the properties that make a theory maximally complex according to Keisler’s criterion.

Malliaris and Shelah eyed two properties in particular. They already knew that the first one causes maximal complexity. They wanted to know whether the second one did as well. As their work progressed, they realized that this question was parallel to the question of whether p and t are equal. In 2016, Malliaris and Shelah published a 60-page paper that solved both problems: They proved that the two properties are equally complex (they both cause maximal complexity), and they proved that p equals t.

“Somehow everything lined up,” Malliaris said. “It’s a constellation of things that got solved.”

This past July, Malliaris and Shelah were awarded the Hausdorff medal, one of the top prizes in set theory. The honor reflects the surprising, and surprisingly powerful, nature of their proof. Most mathematicians had expected that p was less than t, and that a proof of that inequality would be impossible within the framework of set theory. Malliaris and Shelah proved that the two infinities are equal. Their work also revealed that the relationship between p and t has much more depth to it than mathematicians had realized.

“I think people thought that if by chance the two cardinals were provably equal, the proof would maybe be surprising, but it would be some short, clever argument that doesn’t involve building any real machinery,” said Justin Moore, a mathematician at Cornell University who has published a brief overview of Malliaris and Shelah’s proof.

Instead, Malliaris and Shelah proved that p and t are equal by cutting a path between model theory and set theory that is already opening new frontiers of research in both fields. Their work also finally puts to rest a problem that mathematicians had hoped would help settle the continuum hypothesis. Still, the overwhelming feeling among experts is that this apparently unresolvable proposition is false: While infinity is strange in many ways, it would be almost too strange if there weren’t many more sizes of it than the ones we’ve already found.

For more insights like this, visit our website at www.international-maths-challenge.com.

Credit of the article given to Kevin Hartnett & Quanta Magazine

 


Maria Agnesi, the greatest female mathematician you’ve never heard of

The outmoded gender stereotype that women lack mathematical ability suffered a major blow in 2014, when Maryam Mirzakhani became the first woman to receive the Fields Medal, math’s most prestigious award.

An equally important blow was struck by an Italian mathematician Maria Gaetana Agnesi in the 18th century. Agnesi was the first woman to write a mathematics textbook and to be appointed to a university chair in math, yet her life was marked by paradox.

Though brilliant, rich and famous, she eventually opted for a life of poverty and service to the poor. Her remarkable story serves as a source for mathematical inspiration even today.

Early years

Born May 16, 1718 in Milan, Agnesi was the eldest of her wealthy silk merchant father’s 21 children. By age 5 she could speak French, and by 11 she was known to Milanese society as the “seven-tongued orator” for her mastery of modern and classical languages. In part to give Agensi the best education possible, her father invited leading intellectuals of the day to the family’s home, where his daughter’s gifts shone.

When Agnesi was 9, she recited from memory a Latin oration, likely composed by one of her tutors. The oration decried the widespread prejudice against educating women in the arts and sciences, which had been grounded in the view that a life of managing a household would require no such learning. Agnesi presented a clear and convincing argument that women should be free to pursue any kind of knowledge available to men.

Agnesi eventually became tired of displaying her intellect and expressed a desire to enter a convent. When her father’s second wife died, however, she assumed responsibility for his household and the education of her many younger siblings.

Through this role, she recognized that teachers and students needed a comprehensive mathematics textbook to introduce Italian students to the many recent Enlightenment-era mathematical discoveries.

Agnesi’s textbook

Portrait of Maria Agnesi by an unknown artist.

Agnesi found a special appeal in mathematics. Most knowledge derived from experience, she believed, is fallible and open to dispute. From mathematics, however, come truths that are wholly certain, the contemplation of which brings particularly great joy. In writing her textbook, she was not only teaching a useful skill, but opening to her students the door to such contemplation.

Published in two volumes in 1748, Agnesi’s work was entitled the “Basic Principles of Analysis.” It was composed not in Latin, as was the custom for great mathematicians such as Newton and Euler, but Italian vernacular, to make it more accessible to students.

Hers represented one of the first textbooks in the relatively new field of calculus. It helped to shape the education of mathematics students for several generations that followed. Beyond Italy, contemporary scholars in Paris and Cambridge translated the textbook for use in their university classrooms.

Agnesi’s textbook was praised in 1749 by the French Academy: “It took much skill and sagacity to reduce to almost uniform methods discoveries scattered among the works of many mathematicians very different from each other. Order, clarity, and precision reign in all parts of this work. … We regard it as the most complete and best made treatise.”

In offering similarly fine words of praise, another contemporary mathematician, Jean-Etienne Montucla, also revealed some of the mathematical sexism that persists down to the present day. He wrote: “We cannot but behold with the greatest astonishment how a person of a sex that seems so little fitted to tread the thorny paths of these abstract sciences penetrates so deeply as she has done into all the branches of algebra.”

Agnesi dedicated the “Basic Principles” to Empress Maria Theresa of Austria, who acknowledged the favor with a letter of thanks and a diamond-bearing box and ring. Pope Benedict XIV praised the work and predicted that it would enhance the reputation of the Italians. He also appointed her to the chair of mathematics at the University of Bologna, though she never traveled there to accept it.

A life of service

A passionate advocate for the education of women and the poor, Agnesi believed that the natural sciences and math should play an important role in an educational curriculum. As a person of deep religious faith, however, she also believed that scientific and mathematical studies must be viewed in the larger context of God’s plan for creation.

When Maria’s father died in 1752, she was free to answer a religious calling and devote herself to her other great passion: service to the poor, sick and homeless. She began by founding a small hospital in her home. She eventually gave away her wealth, including the gifts she had received from the empress. When she died at age 80, she was buried in a pauper’s grave.

To this day, some mathematicians express surprise at Maria’s apparent turn from learning and mathematics to a religious vocation. To her, however, it made perfect sense. In her view, human beings are capable of both knowing and loving, and while it is important for the mind to marvel at many truths, it’s ultimately even more important for the heart to be moved by love.

“Man always acts to achieve goals; the goal of the Christian is the glory of God,” she wrote. “I hope my studies have brought glory to God, as there were useful to others, and derived from obedience, because that was my father’s will. Now I have found better ways and means to serve God, and to be useful to others.”

Though few remember Agnesi today, her pioneering role in the history of mathematics serves as an inspiring story of triumph over gender stereotypes. She helped to blaze a trail for women in math and science for generations to follow. Agnesi excelled at math, but she also loved it, perceiving in its mastery an opportunity to serve both her fellow human beings and a higher order.

For more insights like this, visit our website at www.international-maths-challenge.com.
Credit of the article given to Richard Gunderman, David Gunderman


Mathematicians Are Overselling the Idea That “Math Is Everywhere”

Credit: PK Flickr(CC BY 2.0)

The mathematics that is most important to society is the province of the exceptional few—and that’s always been true

Most people never become mathematicians, but everyone has a stake in mathematics. Almost since the dawn of human civilization, societies have vested special authority in mathematical experts. The question of how and why the public should support elite mathematics remains as pertinent as ever, and in the last five centuries (especially the last two) it has been joined by the related question of what mathematics most members of the public should know.

Why does mathematics matter to society at large? Listen to mathematicians, policymakers, and educators and the answer seems unanimous: mathematics is everywhere, therefore everyone should care about it. Books and articles abound with examples of the math that their authors claim is hidden in every facet of everyday life or unlocks powerful truths and technologies that shape the fates of individuals and nations. Take math professor Jordan Ellenberg, author of the bestselling book How Not to Be Wrong, who asserts “you can find math everywhere you look.”

To be sure, numbers and measurement figure regularly in most people’s lives, but this risks conflating basic numeracy with the kind of math that most affects your life. When we talk about math in public policy, especially the public’s investment in mathematical training and research, we are not talking about simple sums and measures. For most of its history, the mathematics that makes the most difference to society has been the province of the exceptional few. Societies have valued and cultivated math not because it is everywhere and for everyone but because it is difficult and exclusive. Recognizing that math has elitism built into its historical core, rather than pretending it is hidden all around us, furnishes a more realistic understanding of how math fits into society and can help the public demand a more responsible and inclusive discipline.

In the first agricultural societies in the cradle of civilization, math connected the heavens and the earth. Priests used astronomical calculations to mark the seasons and interpret divine will, and their special command of mathematics gave them power and privilege in their societies. As early economies grew larger and more complex, merchants and craftsmen incorporated more and more basic mathematics into their work, but for them mathematics was a trick of the trade rather than a public good. For millennia, advanced math remained the concern of the well-off, as either a philosophical pastime or a means to assert special authority.

The first relatively widespread suggestions that anything beyond simple practical math ought to have a wider reach date to what historians call the Early Modern period, beginning around five centuries ago, when many of our modern social structures and institutions started to take shape. Just as Martin Luther and other early Protestants began to insist that Scripture should be available to the masses in their own languages, scientific writers like Welsh polymath Robert Recorde used the relatively new technology of the printing press to promote math for the people. Recorde’s 1543 English arithmetic textbook began with an argument that “no man can do any thing alone, and much less talk or bargain with another, but he shall still have to do with number” and that numbers’ uses were “unnumerable” (pun intended).

Far more influential and representative of this period, however, was Recorde’s contemporary John Dee, who used his mathematical reputation to gain a powerful position advising Queen Elizabeth I. Dee hewed so closely to the idea of math as a secret and privileged kind of knowledge that his detractors accused him of conjuring and other occult practices. In the seventeenth century’s Scientific Revolution, the new promoters of an experimental science that was (at least in principle) open to any observer were suspicious of mathematical arguments as inaccessible, tending to shut down diverse perspectives with a false sense of certainty. During the eighteenth-century Enlightenment, by contrast, the savants of the French Academy of Sciences parlayed their mastery of difficult mathematics into a special place of authority in public life, weighing in on philosophical debates and civic affairs alike while closing their ranks to women, minorities, and the lower social classes.

Societies across the world were transformed in the nineteenth century by wave after wave of political and economic revolution, but the French model of privileged mathematical expertise in service to the state endured. The difference was in who got to be part of that mathematical elite. Being born into the right family continued to help, but in the wake of the French Revolution successive governments also took a greater interest in primary and secondary education, and strong performance in examinations could help some students rise despite their lower birth. Political and military leaders received a uniform education in advanced mathematics at a few distinguished academies which prepared them to tackle the specialized problems of modern states, and this French model of state involvement in mass education combined with special mathematical training for the very best found imitators across Europe and even across the Atlantic. Even while basic math reached more and more people through mass education, math remained something special that set the elite apart. More people could potentially become elites, but math was definitely not for everyone.

Entering the twentieth century, the system of channeling students through elite training continued to gain importance across the Western world, but mathematics itself became less central to that training. Partly this reflected the changing priorities of government, but partly it was a matter of advanced mathematics leaving the problems of government behind. Where once Enlightenment mathematicians counted practical and technological questions alongside their more philosophical inquiries, later modern mathematicians turned increasingly to forbiddingly abstract theories without the pretense of addressing worldly matters directly.

The next turning point, which continues in many ways to define the relations between math and society today, was World War II. Fighting a war on that scale, the major combatants encountered new problems in logistics, weapons design and use, and other areas that mathematicians proved especially capable of solving. It wasn’t that the most advanced mathematics suddenly got more practical, but that states found new uses for those with advanced mathematical training and mathematicians found new ways to appeal to states for support. After the war, mathematicians won substantial support from the United States and other governments on the premise that regardless of whether their peacetime research was useful, they now had proof that highly trained mathematicians would be needed in the next war.

Some of those wartime activities continue to occupy mathematical professionals, both in and beyond the state—from security scientists and code-breakers at technology companies and the NSA to operations researchers optimizing factories and supply chains across the global economy. Postwar electronic computing offered another area where mathematicians became essential. In all of these areas, it is the special mathematical advances of an elite few that motivate the public investments mathematicians continue to receive today. It would be great if everyone were confident with numbers, could write a computer program, and evaluate statistical evidence, and these are all important aims for primary and secondary education. But we should not confuse these with the main goals and rationales of public support for mathematics, which have always been about math at the top rather than math for everyone.

Imagining math to be everywhere makes it all too easy to ignore the very real politics of who gets to be part of the mathematical elite that really count—for technology, security, and economics, for the last war and the next one. Instead, if we see that this kind of mathematics has historically been built by and for the very few, we are called to ask who gets to be part of that few and what are the responsibilities that come with their expertise. We have to recognize that elite mathematics today, while much more inclusive than it was one or five or fifty centuries ago, remains a discipline that vests special authority in those who, by virtue of gender, race, and class, are often already among our society’s most powerful. If math were really everywhere, it would already belong to everyone equally. But when it comes to accessing and supporting math, there is much work to be done. Math isn’t everywhere.

For more insights like this, visit our website at www.international-maths-challenge.com.

Credit of the article given to New York University


Math Fun with a Perimeter Magic Triangle

Credit: Count your pennies! Learn a fun puzzle to test your quick computation skills—and see if you can find new strategies for getting speedy solutions. George Retseck

A puzzling activity from Science Buddies

Introduction
Do you ever use math as a tool to solve interesting problems? In the 1970s math was often taught with simple worksheets. One teacher was looking for a way to help his students have more fun with math and logic. So he developed what is now known as the perimeter magic triangle puzzles. Try them out—and have some fun as you start thinking about counting in a whole new way!

Background
Counting is so common that we forget how it is connected to the broader area of mathematics that studies numbers, known as arithmetic. We can see counting as repeatedly adding one: when you add one object to another you have two objects. Add one more and you have three, and so on. Addition is the process of adding numbers. The result of the addition is called the sum. With smaller numbers you might use counting to find the sum. When you have three and want to add two, for example, you can count two numbers beyond three to get to five. With plenty of practice you can often memorize the sums of the numbers one through 10—at which point in can be fun to play with numbers to find all the ways you can make a particular sum.

Math puzzles and games can be a fun way to get practice working with numbers. Puzzles also provide entertaining ways to build strategic and logical thinking. With a little trial and error you can often start to find new strategies to complete a puzzle faster. These are the very same techniques mathematicians use: starting small and trying to find patterns in the sequence of answers. These patterns are then used to predict the answers to even bigger puzzles.

If this is all too abstract, try the puzzle presented in this activity! It might make the process of learning arithmetic clear.

Materials

  • Two sheets of 9 by 12-inch paper, such as construction or craft paper (if possible, choose contrasting colors)
  • Pencil or marker
  • Ruler
  • Scissors
  • A quarter or other round object of similar size
  • 21 pennies, small blocks or other small stackable objects
  • More sheets of paper (optional)

Preparation

  • Draw a large triangle on a sheet of paper (you can use a ruler to help make straight lines).
  • Use a quarter to trace a circle on each corner of the triangle. Now trace a circle onto the middle of each side of the triangle. You should have six circles.
  • On the bottom of the second sheet of paper draw six circles similar in size to the ones drawn on the triangle.
  • Cut out these circles, and number them 1 through 6. These circles will be referred to as number disks.
  • Keep the top part of the second sheet of paper. You will use it to write down your results.

Procedure

  • On the paper with the triangle use the 21 pennies to build towers on each circle. Each circle must have at least 1 penny, but no two towers can be of the same height. Can you do it?
  • Keep trying until you find a solution!
  • Count the number of pennies in each tower. Write down each sum in order from the smallest to the largest number. What do you notice about this set of numbers?
  • Shift the towers around or rebuild them until you can fulfill one more requirement: The total number of pennies used to build the three towers on each side of the triangle must be the same. If you build towers of 1, 5 and 3 pennies in the circles lining up on one side of the triangle, for example, you used 1 + 5 + 3 = 9 pennies on that side. Lining up towers of 1, 2 and 4 pennies on the adjacent side would not work because 1+ 2 + 4 = 7 —not 9 like the first side. (Notice the tower of 1 penny was placed on the corner of this triangle, so it contributes to two sides.) If you tried 1, 2 and 6 for the adjacent side instead, that works because 1 + 2 + 6 = 9. Now you can place the one tower that is left and check if 9 pennies are used in the three towers on the third side of this triangle. Try it out! Did you find a solution?
  • If this is not a solution, think. Can you rearrange a few towers and get a solution?
  • If working with abstract numbers is easier for you, replace the towers with the number disks. Each number disks then represents a tower of pennies. The number written on the number disks informs you of the number of pennies in that tower.
  • Using 9 pennies per side is possible! Did you find the solution? Are there several ways you can arrange the towers so there are 9 pennies used per side?
  • Can you arrange the pennies so you use 10, 11 or even 12 pennies per side?
  • Extra: Show that there are no solutions that use 8 or fewer pennies per side—or show that there are no solutions with a total of 13 or more pennies per side.
  • Extra: The puzzle presented in this activity is called a “perimeter magic triangle of order three.” To extend it to a higher-order perimeter magic triangle start by drawing a new triangle. Add circles on the corners like you did the first time, but this time add two more circles on each side in between the corners. For this puzzle you will need nine number disks. Number them 1 through 9. Just like in the previous puzzle you need to find ways to place the disks on the circles so the sums of the numbers on each side of this triangle are identical. Mathematicians call this triangle a triangle of order four as it has four numbers on each side. Once you have solved this puzzle continue with a triangle of order five (add three more circles between the corners and cut 12 number disks), then order six, and so on.
  • Extra: Can you create a strategy to find solutions for this type of puzzle quickly?

Observations and Results
Did you find that you can only arrange the 21 pennies in towers of 1, 2, 3, 4, 5 and 6 pennies if you need to make six towers of different heights? Could you come up with ways to arrange the towers so the sum of pennies used on each side of the triangle is identical for all three sides? It is possible for a total of 9, 10, 11, and 12 pennies per side.

To use a total of 9 pennies on each side, you place the towers with 1, 2, and 3 pennies on the corners of the triangle. The tower of 6 pennies goes in between the towers of 1 and 2 pennies because 1 + 2 + 6 = 9. The tower of 5 pennies stands between the tower of 1 and the tower of 3 pennies, as 1 + 3 + 5 also equals 9. The towers with 2, 4 and 3 pennies fill up the third row. Notice how the smallest towers are placed on the corners for this solution.

To arrange the towers so that you use 12 pennies on each side start by arranging the tallest towers (those with 6, 5 and 4 pennies) on the corners of your triangle and fill in the circles in between. Place the smallest tower you have left (1 penny tall) in between the two tallest towers (5 and 6 pennies each). Do you see that the smallest one you are left with (2 pennies tall) goes in between the tallest ones that need a tower in between (the towers with 6 and 4 pennies each)?

A strategy you could use to find the solution that has 10 pennies on each side is listing all the ways you can make 10 by adding three different numbers. You will find 3 + 2 + 5 = 10, 5 + 4 + 1 = 10, and 1 + 6 + 3 = 10. Can you see that 3, 5 and 1 are part of two of these sums? This means these go on the corners of your triangle. You can use the same strategy to find out how to place the pennies so there are 11 or 12 pennies used on each side.

Are you wondering how you can know that using 8 pennies per side is not possible? With 8 pennies per side you use 3 X  8, or 24, pennies for the triangle. Because you reuse the pennies on the corner towers you at most use 1 + 2 + 3 (the sum of the three smallest towers) or 6 pennies fewer. In other words you can use at most 18 pennies. The puzzle asks you to use 21.

For more insights like this, visit our website at www.international-maths-challenge.com.

Credit of the article given to Science Buddies & Sabine De Brabandere


The Central Limit Theorem

The central limit theorem – the idea that plotting statistics for a large enough number of samples from a single population will result in a normal distribution – forms the basis of the majority of the inferential statistics that students learn in advanced school-level maths courses. Because of this, it’s a concept not normally encountered until students are much older. In our work on the Framework, however, we always ask ourselves where the ideas that make up a particular concept begin. And are there things we could do earlier in school that will help support those more advanced concepts further down the educational road?

The central limit theorem is an excellent example of just how powerful this way of thinking can be, as the key ideas on which it is built are encountered by students much earlier, and with a little tweaking, they can support deeper conceptual understanding at all stages.

The key underlying concept is that of a sampling distribution, which is a theoretical distribution that arises from taking a very large number of samples from a single population and calculating a statistic – for example, the mean – for each one. There is an immediate problem encountered by students here which relates to the two possible ways in which a sample can be conceptualised. It is common for students to consider a sample as a “mini-population;” this is often known as an additive conception of samples and comes from the common language use of the word, where a free “sample” from a homogeneous block of cheese is effectively identical to the block from which it came. If students have this conception, then a sampling distribution makes no sense as every sample is functionally identical; furthermore, hypothesis tests are problematic as every random sample is equally valid and should give us a similar estimate of any population parameter.

A multiplicative conception of a sample is, therefore, necessary to understand inferential statistics; in this frame, a sample is viewed as one possible outcome from a set of possible but different outcomes. This conception is more closely related to ideas of probability and, in fact, can be built from some simple ideas of combinatorics. In a very real sense, the sampling distribution is actually the sample space of possible samples of size n from a given population. So, how can we establish a multiplicative view of samples early on so that students who do go on to advanced study do not need to reconceptualise what a sample is in order to avoid misconceptions and access the new mathematics?

One possible approach is to begin by exploring a small data set by considering the following:

“Imagine you want to know something about six people, but you only have time to actually ask four of them. How many different combinations of four people are there?”

There are lots of ways to explore this question that make it more concrete – perhaps by giving a list of names of the people along with some characteristics, such as number of siblings, hair colour, method of travel to school, and so on. Early explorations could focus on simply establishing that there are in fact 15 possible samples of size four through a systematic listing and other potentially more creative representations, but then more detailed questions could be asked that focus on the characteristics of the samples; for example, is it common that three of the people in the sample have blonde hair? Is an even split between blue and brown eyes more or less common? How might these things change if a different population of six people was used?

Additionally, there are opportunities to practise procedures within a more interesting framework; for example, if one of the characteristics was height then students could calculate the mean height for each of their samples – a chance to practise the calculation as part of a meaningful activity – and then examine this set of averages. Are they close to a particular value? What range of values are covered? How are these values clustered? Hey presto – we have our first sampling distribution without having to worry about the messy terminology and formal definitions.

In the Cambridge Mathematics Framework, this approach is structured as exploratory work in which students play with the idea of a small sample as a combinatorics problem in order to motivate further exploration. Following this early work, they eventually created their first sampling distribution for a more realistic population and explored its properties such as shape, spread, proportions, etc. This early work lays the ground to look at sampling from some specific population distributions – uniform, normal, and triangular – to get a sense of how the underlying distribution impacts the sampling distribution. Finally, this is brought together by using technology to simulate the sampling distribution for different empirical data sets using varying sizes of samples in order to establish the concept of the central limit theorem.

While sampling distributions and the central limit theorem may well remain the preserve of more advanced mathematics courses, considering how to establish the multiplicative concept of a sample at the very beginning of students’ work on sampling may well help lay more secure foundations for much of the inferential statistics that comes later, and may even support statistical literacy for those who don’t go on to learn more formal statistical techniques.

For more insights like this, visit our website at www.international-maths-challenge.com.

Credit for the article given to Darren Macey


Is the Mathematical World Real?

Philosophers cannot agree on whether mathematical objects exist or are pure fictions

Credit: Brook VanDevelder

When I tell someone I am a mathematician, one of the most curious common reactions is: “I really liked math class because everything was either right or wrong. There is no ambiguity or doubt.” I always stutter in response. Math does not have a reputation for being everyone’s favorite subject, and I hesitate to temper anyone’s enthusiasm. But math is full of uncertainties—it just hides them well.

Of course, I understand the point. If your teacher asks whether 7 is a prime number, the answer is definitively “yes.” By definition, a prime number is a whole number greater than 1 that is only divisible by itself and 1, such as 2, 3, 5, 7, 11, 13, and so on. Any math teacher, anywhere in the world, anytime in the past several thousand years, will mark you correct for stating that 7 is prime and incorrect for stating that 7 is not prime. Few other disciplines can achieve such incredible consensus. But if you ask 100 mathematicians what explains the truth of a mathematical statement, you will get 100 different answers. The number 7 might really exist as an abstract object, with primality being a feature of that object. Or it could be part of an elaborate game that mathematicians devised. In other words, mathematicians agree to a remarkable degree on whether a statement is true or false, but they cannot agree on what exactly the statement is about.

One aspect of the controversy is the simple philosophical question: Was mathematics discovered by humans, or did we invent it? Perhaps 7 is an actual object, existing independently of us, and mathematicians are discovering facts about it. Or it might be a figment of our imaginations whose definition and properties are flexible. The act of doing mathematics actually encourages a kind of dual philosophical perspective, where math is treated as both invented and discovered.

This all seems to me a bit like improv theater. Mathematicians invent a setting with a handful of characters, or objects, as well as a few rules of interaction, and watch how the plot unfolds. The actors rapidly develop surprising personalities and relationships, entirely independent of the ones mathematicians intended. Regardless of who directs the play, however, the denouement is always the same. Even in a chaotic system, where the endings can vary wildly, the same initial conditions will always lead to the same end point. It is this inevitability that gives the discipline of math such notable cohesion. Hidden in the wings are difficult questions about the fundamental nature of mathematical objects and the acquisition of mathematical knowledge.

Invention

How do we know whether a mathematical statement is correct or not? In contrast to scientists, who usually try to infer the basic principles of nature from observations, mathematicians start with a collection of objects and rules and then rigorously demonstrate their consequences. The result of this deductive process is called a proof, which often builds from simpler facts to a more complex fact. At first glance, proofs seem to be key to the incredible consensus among mathematicians.

But proofs confer only conditional truth, with the truth of the conclusion depending on the truth of the assumptions. This is the problem with the common idea that consensus among mathematicians results from the proof-based structure of arguments. Proofs have core assumptions on which everything else hinges—and many of the philosophically fraught questions about mathematical truth and reality are actually about this starting point. Which raises the question: Where do these foundational objects and ideas come from?

Often the imperative is usefulness. We need numbers, for example, so that we can count (heads of cattle, say) and geometric objects such as rectangles to measure, for example, the areas of fields. Sometimes the reason is aesthetic—how interesting or appealing is the story that results? Altering the initial assumptions will sometimes unlock expansive structures and theories, while precluding others. For example, we could invent a new system of arithmetic where, by fiat, a negative number times a negative number is negative (easing the frustrated explanations of math teachers), but then many of the other, intuitive and desirable properties of the number line would disappear. Mathematicians judge foundational objects (such as negative numbers) and their properties (such as the result of multiplying them together) within the context of a larger, consistent mathematical landscape. Before proving a new theorem, therefore, a mathematician needs to watch the play unfold. Only then can the theorist know what to prove: the inevitable, unvarying conclusion. This gives the process of doing mathematics three stages: invention, discovery and proof.

The characters in the play are almost always constructed out of simpler objects. For example, a circle is defined as all points equidistant from a central point. So its definition relies on the definition of a point, which is a simpler type of object, and the distance between two points, which is a property of those simpler objects. Similarly, multiplication is repeated addition, and exponentiation is repeated multiplication of a number by itself. In consequence, the properties of exponentiation are inherited from the properties of multiplication. Conversely, we can learn about complicated mathematical objects by studying the simpler objects they are defined in terms of. This has led some mathematicians and philosophers to envision math as an inverted pyramid, with many complicated objects and ideas deduced from a narrow base of simple concepts.

In the late 19th and early 20th centuries a group of mathematicians and philosophers began to wonder what holds up this heavy pyramid of mathematics. They worried feverishly that math has no foundations—that nothing was grounding the truth of facts like 1 + 1 = 2. (An obsessive set of characters, several of them struggled with mental illness.) After 50 years of turmoil, the expansive project failed to produce a single, unifying answer that satisfied all the original goals, but it spawned various new branches of mathematics and philosophy.

Some mathematicians hoped to solve the foundational crisis by producing a relatively simple collection of axioms from which all mathematical truths can be derived. The 1930s work of mathematician Kurt Gödel, however, is often interpreted as demonstrating that such a reduction to axioms is impossible. First, Gödel showed that any reasonable candidate system of axioms will be incomplete: mathematical statements exist that the system can neither prove nor disprove. But the most devastating blow came in Gödel’s second theorem about the incompleteness of mathematics. Any foundational system of axioms should be consistent—meaning, free of statements that can be both proved and disproved. (Math would be much less satisfying if we could prove that 7 is prime and 7 is not prime.) Moreover, the system should be able to prove—to mathematically guarantee—its own consistency. Gödel’s second theorem states that this is impossible.

The quest to find the foundations of mathematics did lead to the incredible discovery of a system of basic axioms, known as Zermelo-Fraenkel set theory, from which one can derive most of the interesting and relevant mathematics. Based on sets, or collections of objects, these axioms are not the idealized foundation that some historical mathematicians and philosophers had hoped for, but they are remarkably simple and do undergird the bulk of mathematics.

Throughout the 20th century mathematicians debated whether Zermelo-Fraenkel set theory should be augmented with an additional rule, known as the axiom of choice: If you have infinitely many sets of objects, then you can form a new set by choosing one object from each set. Think of a row of buckets, each containing a collection of balls, and one empty bucket. From each bucket in the row, you can choose one ball and place it in the empty bucket. The axiom of choice would allow you to do this with an infinite row of buckets. Not only does it have intuitive appeal, it is necessary to prove several useful and desirable mathematical statements. But it also implies some strange things, such as the Banach-Tarski paradox, which states that you can break a solid ball into five pieces and reassemble those pieces into two new solid balls, each equal in size to the first. In other words, you can double the ball. Foundational assumptions are judged by the structures they produce, and the axiom of choice implies many important statements but also brings extra baggage. Without the axiom of choice, math seems to be missing crucial facts, though with it, math includes some strange and potentially undesirable statements.

The bulk of modern mathematics uses a standard set of definitions and conventions that have taken shape over time. For example, mathematicians used to regard 1 as a prime number but no longer do. They still argue, however, whether 0 should be considered a natural number (sometimes called the counting numbers, natural numbers are defined as 0,1,2,3… or 1,2,3…, depending on who you ask). Which characters, or inventions, become part of the mathematical canon usually depends on how intriguing the resulting play is—observing which can take years. In this sense, mathematical knowledge is cumulative. Old theories can be neglected, but they are rarely invalidated, as they often are in the natural sciences. Instead mathematicians simply choose to turn their attention to a new set of starting assumptions and explore the theory that unfolds.

Discovery

As noted earlier, mathematicians often define objects and axioms with a particular application in mind. Over and over again, however, these objects surprise them during the second stage of the mathematical process: discovery. Prime numbers, for example, are the building blocks of multiplication, the smallest multiplicative units. A number is prime if it cannot be written as the product of two smaller numbers, and all the nonprime (composite) numbers can be constructed by multiplying a unique set of primes together.

In 1742 mathematician Christian Goldbach hypothesized that every even number greater than 2 is the sum of two primes. If you pick any even number, the so-called Goldbach conjecture predicts that you can find two prime numbers that add up to that even number. If you pick 8, those two primes are 3 and 5; pick 42, and that is 13 + 29. The Goldbach conjecture is surprising because although primes were designed to be multiplied together, it suggests amazing, accidental relations between even numbers and the sums of primes.

An abundance of evidence supports Goldbach’s conjecture. In the 300 years since his original observation, computers have confirmed that it holds for all even numbers smaller than 4 × 1018. But this evidence is not enough for mathematicians to declare Goldbach’s conjecture correct. No matter how many even numbers a computer checks, there could be a counterexample—an even number that is not the sum of two primes—lurking around the corner.

Imagine that the computer is printing its results. Each time it finds two primes that add up to a specific even number, the computer prints that even number. By now it is a very long list of numbers, which you can present to a friend as a compelling reason to believe the Goldbach conjecture. But your clever friend is always able to think of an even number that is not on the list and asks how you know that the Goldbach conjecture is true for that number. It is impossible for all (infinitely many) even numbers to show up on the list. Only a mathematical proof—a logical argument from basic principles demonstrating that Goldbach’s conjecture is true for every even number—is enough to elevate the conjecture to a theorem or fact. To this day, no one has been able to provide such a proof.

The Goldbach conjecture illustrates a crucial distinction between the discovery stage of mathematics and the proof stage. During the discovery phase, one seeks overwhelming evidence of a mathematical fact—and in empirical science, that is often the end goal. But mathematical facts require a proof.

Patterns and evidence help mathematicians sort through mathematical findings and decide what to prove, but they can also be deceptive. For example, let us build a sequence of numbers: 121, 1211, 12111, 121111, 1211111, and so on. And let us make a conjecture: all the numbers in the sequence are not prime. It is easy to gather evidence for this conjecture. You can see that 121 is not prime, because 121 = 11 × 11. Similarly, 1211, 12111 and 121111 are all not prime. The pattern holds for a while—long enough that you would likely get bored checking—but then it suddenly fails. The 136th element in this sequence (that is, the number 12111…111, where 136 “1”s follow the “2”) is prime.

It is tempting to think that modern computers can help with this problem by allowing you to test the conjecture on more numbers in the sequence. But there are examples of mathematical patterns that hold true for the first 1042 elements of a sequence and then fail. Even with all the computational power in the world, you would never be able to test that many numbers.

Even so, the discovery stage of the mathematical process is extremely important. It reveals hidden connections such as the Goldbach conjecture. Often two entirely distinct branches of math are intensively studied in isolation before a profound relation between them is uncovered. A relatively simple example is Euler’s identity, e + 1 = 0, which connects the geometric constant π with the number i, defined algebraically as the square root of –1, via the number e, the base of natural logarithms. These surprising discoveries are part of the beauty and curiosity of math. They seem to point at a deep underlying structure that mathematicians are only beginning to understand.

In this sense, math feels both invented and discovered. The objects of study are precisely defined, but they take on a life of their own, revealing unexpected complexity. The process of mathematics therefore seems to require that mathematical objects be simultaneously viewed as real and invented—as objects with concrete, discoverable properties and as easily manipulable inventions of mind. As philosopher Penelope Maddy writes, however, the duality makes no difference to how mathematicians work, “as long as double-think is acceptable.”

Real or unreal?

Mathematical realism is the philosophical position that seems to hold during the discovery stage: the objects of mathematical study—from circles and prime numbers to matrices and manifolds—are real and exist independently of human minds. Like an astronomer exploring a far-off planet or a paleontologist studying dinosaurs, mathematicians are gathering insights into real entities. To prove that Goldbach’s conjecture is true, for example, is to show that the even numbers and the prime numbers are related in a particular way through addition, just like a paleontologist might show that one type of dinosaur descended from another by showing that their anatomical structures are related.

Realism in its various manifestations, such as Platonism (inspired by the Greek philosopher’s theory of Platonic forms), makes easy sense of mathematics’ universalism and usefulness. A mathematical object has a property, such as 7 being a prime number, in the same way that a dinosaur might have had the property of being able to fly. And a mathematical theorem, such as the fact that the sum of two even numbers is even, is true because even numbers really exist and stand in a particular relation to each other. This explains why people across temporal, geographical and cultural differences generally agree about mathematical facts—they are all referencing the same fixed objects.

But there are some important objections to realism. If mathematical objects really exist, their properties are certainly very peculiar. For one, they are causally inert, meaning they cannot be the cause of anything, so you cannot literally interact with them. This is a problem because we seem to gain knowledge of an object through its impact. Dinosaurs decomposed into bones that paleontologists can see and touch, and a planet can pass in front of a star, blocking its light from our view. But a circle is an abstract object, independent of space and time. The fact that π is the ratio of the circumference to the diameter of a circle is not about a soda can or a doughnut; it refers to an abstract mathematical circle, where distances are exact and the points on the circle are infinitesimally small. Such a perfect circle is causally inert and seemingly inaccessible. So how can we learn facts about it without some type of special sixth sense?

That is the difficulty with realism—it fails to explain how we know facts about abstract mathematical objects. All of which might cause a mathematician to recoil from his or her typically realist stance and latch onto the first step of the mathematical process: invention. By framing mathematics as a purely formal mental exercise or a complete fiction, antirealism easily skirts problems of epistemology.

Formalism, a type of antirealism, is a philosophical position that asserts that mathematics is like a game, and mathematicians are just playing out the rules of the game. Stating that 7 is a prime number is like stating that a knight is the only chess piece that can move in an L shape. Another philosophical position, fictionalism, claims that mathematical objects are fictions. Stating that 7 is a prime number is then like stating that unicorns are white. Mathematics makes sense within its fictional universe but has no real meaning outside of it.

There is an inevitable trade-off. If math is simply made up, how can it be such a necessary part of science? From quantum mechanics to models of ecology, mathematics is an expansive and precise scientific tool. Scientists do not expect particles to move according to chess rules or the crack in a dinner plate to mimic Hansel and Gretel’s path—the burden of scientific description is placed exclusively on mathematics, which distinguishes it from other games or fictions.

In the end, these questions do not affect the practice of mathematics. Mathematicians are free to choose their own interpretations of their profession. In The Mathematical Experience, Philip Davis and Reuben Hersh famously wrote that “the typical working mathematician is a Platonist on weekdays and a formalist on Sundays.” By funneling all disagreements through a precise process—which embraces both invention and discovery—mathematicians are incredibly effective at producing disciplinary consensus.

For more insights like this, visit our website at www.international-maths-challenge.com.

Credit of the article given to Kelsey Houston-Edwards |


If Mathematicians Were in Charge of Punctuation

Credit: Getty Images

Better living through set-builder notation

As a publicly mathematical person, one of the matters upon which I am called to adjudicate is what I think of as “viral order of operations questions” with a math problem along the lines of “48÷2(9+3) = ?

In the past, I used to tell people who asked me about one of those questions something like, “I think the correct answer is __, but it’s better to write the expression unambiguously.” But recently I decided I need to put my foot down. I will no longer give an answer to those questions. The only way to win is not to play.

An ambiguous sequence of digits and mathematical operation symbols is not interesting to mathematicians. Most of us learn something about the order of operations fairly early on in our mathematical educations. We might learn PEMDAS or BIDMAS, or “Please excuse my dear aunt Sally.” All of these expressions tell us that we’re supposed to take care of expressions inside parentheses or brackets first, followed by exponential expressions, followed by multiplication and division, then addition and subtraction. It’s good that we have a system, but mathematicians and other people who use mathematical expressions regularly would never write down something like “48÷2(9+3) = ?” because its potential for causing confusion is too great.

In general, mathematicians strive to reduce ambiguity when possible. A mathematician would write (48÷2)(9+3) or 48÷(2(9+3)), depending on which one they meant. Viral order of operations problems are unappealing. Just toss in a few more parentheses to clarify your meaning and move on. There are cat pictures to scroll through, for goodness’ sake!

In fact, I think if mathematicians had their way, they would get rid of easily-fixed ambiguous order of operations problems altogether, and I don’t think they’d stop there. The English language often leaves room for ambiguity, and I think mathematical notation could help us make some improvements.

I remember chuckling to myself when I saw the phrase “I like to play board games and read a book while taking a bath.” It conjures up an image of a very exciting game of Monopoly where Baltic Avenue is replaced by the Baltic Sea. Set-builder notation could resolve that titillating ambiguity there while simultaneously freeing me of a tiny shred of joy in this world of woe. Mathematicians use curly brackets to indicate things that are in one set and can be treated as one object. A person who enjoys two separate activities, one of which is playing board games and one of which is reading a book while taking a bath, could write “I like to {play board games} and {read a book while taking a bath}.” A person with a much more interesting bathtime routine than mine could write “I like to {play board games and read a book} while taking a bath.”

Curly brackets take care of written English, but we communicate through speech as well. The late Danish pianist and comedian Victor Borge had a routine about phonetic punctuation. He assigned sounds to some common punctuation marks and inserted them into sentences.

He didn’t include a sound for curly brackets, and I’m not sure the best option. Perhaps a “zzp” sound would work, but I’m open to other suggestions. In the meantime, there is a precedent for air quotes, and perhaps we could add extend that to air parentheses.

When I started thinking about using brackets and air-parentheses in English writing and speech, I wondered if I was just reinventing sentence diagramming. I don’t know how many people learned to diagram a sentence in school, but a sentence diagram is a graphical representation of a sentence that shows how each word and phrase functions in the sentence. The diagram for the sentence “I like to {play board games} and {read a book while taking a bath}” is different from the diagram for “I like to {play board games and read a book} while taking a bath.” It’s been a while since I did any sentence diagramming, so I beg for lenience from any grammar teachers reading, but these were the diagrams I came up with. The placement of the “while” clause is the only difference between the two diagrams.

Two possible diagrams for the sentence “I like to play board games and read a book while taking a bath.” Credit: Evelyn Lamb

Diagramming the sentence does remove the ambiguity, and it gives even more information than the set-builder notation I’m suggesting, but it comes at a cost of both space and effort. It’s much more practical to throw a few brackets into English prose than to draw every sentence as a complex, multi-storied building.

Set-builder brackets are just the tip of the iceberg when it comes to resolving linguistic ambiguity through mathematical notation. After we’ve mastered those, we can consider incorporating union and disjoint union symbols and the distinction between or and xor into our speech and writing. But that will have to wait until after we’ve relaxed with an extra-realistic game of Battleship in the bathtub.

For more insights like this, visit our website at www.international-maths-challenge.com.

Credit of the article given to Evelyn Lamb


How to Confuse a Traveling Mathematician

Credit: Getty Images/iStockphoto Thinkstock Images/photoncatcher

An embellished account of a border crossing

“How many days will you be staying?” The immigration officer’s question made my blood run cold. I could easily tell him my origin city, nationality, flight number, and eventual destination, but this question was different. It was a fencepost question.

Fencepost questions, dealing as they do with the difference between count and duration, discrete and continuous, have always been difficult for me. May 1st and 8th were both Sundays. There are 7 days in a week, and 8-1 is 7. 9 am on May 8th is 7 days after 9 am on May 1st, but if I do something every day from the 1st to the 8th, I do it 8 times. If someone asks me about something that takes place from the 1st to the 8th, mere subtraction is not enough. I need to know the context of the question and what type of answer is expected.

For this trip, I left on the 14th and would return on the 24th. 24-14 is 10, but I would be there for portions of 11 calendar days and the entirety of only 9 of them. I arrived at 5 pm and would leave at 10 am, so I would be there for less than 240 hours, the length of 10 days. On the other hand, I would be away from my home for well over 240 hours. Would the officer just look at my arrival and departure dates, subtract, and be done with it? Would it confuse him if I said 11? Or did he know about fenceposts too? Was he trying to trap me? Luring me into the false certainty of subtraction, ready to pounce when I gave him a number that failed to reflect the nuances of my visit?

I felt like a cornered animal who doesn’t know whether, if I do something every other day, I do it 3 or 4 times in a week, and if I do it 4 times, whether that means a week has 8 days in it.

My mind was racing, my palms sweaty. The officer looked at me expectantly. Would he think I was flustered because I had something to hide? Would I be dragged away for more questioning, as another mathematician was last week?

Trying to keep my voice steady, I replied: “Ten.” I resisted the urge to explain the situation further.

I held my breath. As if in slow motion, he looked down, reached for the stamp, and flipped to a blank page in my passport. “Have a nice visit.”

For more insights like this, visit our website at www.international-maths-challenge.com.

Credit of the article given to Evelyn Lamb

 


Mathematics of scale: Big, small and everything in between

Breathe. As your lungs expand, air fills 500 million tiny alveoli, each a fraction of a millimeter across. As you exhale, these millions of tiny breaths merge effortlessly through larger and larger airways into one ultimate breath.

These airways are fractal.

The branches within lungs are an example of self-similarity. Brockhaus and Efron Encyclopedic Dictionary/Wikimedia

Fractals are a mathematical tool for describing objects with detail at every scale. Mathematicians and physicists like me use fractals and related concepts to understand how things change going from small to big.

You and I translate between vastly different scales when we think about how our choices affect the world. Is this latte contributing to climate change? Should I vote in this election?

These conceptual tools apply to the body as well as landscapes, natural disasters and society.

Fractals everywhere

In 1967, mathematician Benoit Mandelbrot asked, “How long is the coast of Britain?”

It’s a trick question. The answer depends on how you measure it. If you trace the outline on a map, you get one answer, but if you walk the coastline with a meter stick, the result is quite different. Anyone who has tried to estimate the length of a rugged hiking trail from a map knows the treachery of the large-scale picture.

Satellite image of Great Britain and Northern Ireland. NASA

That’s because lungs, the British coastline and hiking trails all have fractality: their length, number of branches or some other quantity depends on the scale or resolution you use to measure them.

The coastline is also self-similar – it’s made out of smaller copies of itself. Fern fronds, trees, snail shells, landscapes, the silhouettes of mountains and river networks all look like smaller versions of themselves.

That’s why, when you’re looking at an aerial photograph of a landscape, it’s often hard to tell whether the scale bar should be 50 km or 500 m.

Your lungs are self-similar, because the body finely calibrates each branch in exact proportions, making each branch a smaller replica of the previous. This modular design makes lungs efficient at any size. Think of a child and an adult, or a mouse, a whale. The only difference between small and large is in how many times the airways branch.

Self-similarity and fractality appear in art and architecture, in the arches within arches of Roman aqueducts and the spires of Gothic cathedrals that mirror the forest canopy. Even ancient Chinese calligraphers Huai Su and Yan Zhenqing prized the fractality of summer clouds, cracks in a wall and water stains in a leaking house in 722.

Scale invariance

Self-similar objects have a scale invariance. In other words, some property holds regardless of how big they get, such as the efficiency of lungs.

In effect, scale invariance describes what changes between scales by saying what doesn’t change.

A sketch from Leonardo da Vinci’s notes on tree branches. Fractal Foundation

Leonardo da Vinci observed that, as trees branch, the total cross-sectional area of all branches is preserved. In other words, going from trunk to twigs, the number of branches and their diameter change with each branching, but the total thickness of all branches bundled together stays the same.

Da Vinci’s observation implies a scale invariance: For every branch of a certain radius, there are four downstream branches with half that radius.

Earthquake frequency has a similar scale invariance, which was observed in the 1940s. The big ones come to mind – Lisbon 1755, San Francisco 1989 – but many small earthquakes occur in California every day. The Gutenberg-Richter law says that earthquake frequency depends on the size of the earthquake. The answer is surprisingly simple. A tenfold bigger earthquake occurs roughly one-tenth as often.

Society and the power law

A 19th-century economist Vilifredo Pareto – famous in business school for the 80/20 rule – observed that the number of families with a certain wealth is inversely proportional to their wealth, raised to some exponent. Pareto measured the exponent for different years and different countries and found that it was usually around 1.5.

Patterns in an oak’s branches. Schlegelfotos/shutterstock.com

Pareto’s wealth distribution came to be known as the power law, ostensibly because of the exponent or “power.”

Anything self-similar has a corresponding power law. In an April paper, my colleague and I describe the corresponding power law for lungs, blood vessels and trees. It differs from Pareto’s power law only by taking into account specific ratios between branches.

The sizes of fortunes then are akin to the sizes of tree twigs or blood vessels – a few trunks or large branches and exponentially more tiny twigs.

Pareto thought of his distribution of wealth as a natural law, but many different models of social organization give rise to a Pareto distribution and societies do vary in wealth inequality. The higher Pareto’s exponent, the more egalitarian the society.

From understanding how humans are made up of tiny cells to how we affect the planet, self-similarity, fractality and scale invariance often help translate from one level of organization to another.

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Credit of the article given to Mitchell Newberry