Descartes Method
One day in November of 1619, stationed near the small Netherlands city of Breda as a gentleman-soldier as part of one of Maurice of Nassaus two French divisions fighting the Spanish, Descartes (1596-1650) met Isaac Beeckman. It was a serendipitous event: Descartes happened to be stationed near Breda; Beeckman happened to be there to help a cousin slaughter pigs for market and to look for a wife; both happened to be looking at a mathematical puzzle posted as a challenge; since it was written in the local Flemish, Descartes turned to Beeckman for a translation because both happened to speak Latin.
The Mechanical Philosophy is the attempt to quantitatively model macroscopic phenomena in terms of microscopic mechanical parts.
All of this would have been of no consequence had not, as Beeckman later wrote in his diary:
[Descartes noted that he] had never met anyone other than myself combining Physics and Mathematics in an exact way [Ref., p.68]
Few people at this time were seriously attempting to apply mathematics to physics (as opposed to astronomy), and of these, Beeckman may have been the first to be doing this from a mechanistic viewpoint; i.e. from that of a mechanic who learns how machines work in terms of their parts (screws, wheels, gears, ). Beeckman extended this idea to the microscopic world; he attempted to quantitatively describe macroscopic phenomenahydrostatics, optics, gravitation and acousticsin terms of microscopic mechanical parts, generally just simple particles. For example, to mechanistically understand, say, hydraulicswhat causes water pressure, how it is transmitted, how water flows, etc.you analyze it in terms of microscopic parts (e.g. molecules of water) that move, push, and pull each other. The mechanical philosopher believes that large numbers of these parts and their elementary mechanical interactions, duplicate hydraulic phenomena.
A mechanic rarely questions how or why macroscopic systems work after seeing how they are put together. Mechanics of the early 17th century felt that they satisfactorily understood the more complex machines of the day such as clocks and windmills once knowing how they were put together out of their component parts. Whereas a philosopher might wonder how or why a solid component has solidity and rigidity, a mechanic tends to accept such simple properties, to feel an unquestioned understanding of them on the basis of long acquaintance. The mechanic is drawn to the less common behavior of machines, complex configurations of simple parts.
Beekmans approach, which became known as the Mechanical Philosophy, was part way between that of the Mechanic and the Philosopher. Hydrostatic phenomena, though common, are more puzzling than those associated with particles which were conceived of as simple solid balls. The idea of the Mechanical Philosopher was to explain the former in terms of the latter: reduce the more complex behavior of liquids to that of assemblages of simpler solid parts.
Although at first sight this philosophy may appear to be simply a new version of that of the Milesians, or of the later Greek Atomists, there was an essential difference. Mechanical philosophers had as their ideal, an explanation comprised of mathematical connections between a systems microscopic parts and its macroscopic behavior; they wished for a quantitative understanding of phenomena with the mathematical certainty that goes with it.
The path to even the simplest mathematical description of nature was far longer than we, in hindsight, can easily perceive.
The connection to mathematics sought by the mechanists would seem to arise naturally from the relative ease with which the role of each part of a system, conceived mechanically, is represented mathematically. In the simplest possible mechanical model of water for example, its molecular constituents simply occupy positions and volumes. The possible motions of assemblages of molecules can be represented and deduced with relative ease: e.g. a volume of water may move only by pushing another volume out of the way, and a fixed number of molecules occupies a fixed volume and weighs a fixed amount.
But this was before algebra and analytic geometry: there were no such things as variables and coordinates. No one knew about writing a symbol such as V for volume, x,y,z, for the position of a particular particle, N for a number of particles, and so on, and forming expressions from such symbols to represent, reason, and conjecture about their connections to macroscopically observable quantities. There was only an intuition (true genius, not that simple cleverness that this now thoroughly debased word is used for) that something like this should be possible.
Lacking the requisite tools, these first Mechanical Philosophers were reduced to, in effect, outlining how their models might work. From a modern perspective, their efforts appear amazingly crude, as the following example illustrates. Figure 1 is similar to one included in Descartes explanation of the fact that the force exerted by the water on the bottom of container B equals that of A when both are filled; and moreover, that the force is equally distributed at all points such as x, y, and z.
The lines from w to x, y, and z, indicate lines along which force is exerted from one particle to the next. It indicates how the weight of particles all the up way to the top of the container effect the force exerted at the bottom. This was important, since it was known that, as well as being proportional to the area of the bottom, the force on the bottom is proportional to the maximum height of the water above it, which equal in both containers. It was important to explain how force gets transmitted from top to bottom and around corners, and thus how that maximum height could effect points x and z. Equivalent insight was not forthcoming from other treatments of the problem which were purely macroscopic; i.e., the made no reference to the unseen, microscopic constituents of water.
Although Descartes had other important physical insights, they were vitiated by being attached to his gross ignorance of what today we consider as elementary physics (much of it to be created in the succeeding 100 years). Thus, there was little else of clear value in Descartes considerable discussion of this phenomenon. Why then discuss it? One reason is because it is important to appreciate just how vast was gulf separating the physical knowledge of this bone fide 17th genius from that of least 21st century student of freshman physics. It was a gulf which Descartes never crossed (but which Huygens, who as a youngster knew Descartes as his fathers house-guest, did ), and somehow never seemed to fully realize existed. And this is important because, as we shall discuss, this failure still applies to so many of Descartes intellectual descendants, who, though brilliant and learned, are still separated from physics by a gulf of ignorance of which they are unaware.
The vision of early Mechanical Philosophy extended far beyond that of Ancient Greek Natural Philosophy.
Twenty centuries separate the Ancient Greeks and Mechanists, but on the surface there seems relatively little to show for it; both explain phenomena verbally, qualitatively, partially, and unconvincingly. Nevertheless, there are significant differences. The Mechanists had a definite program of quantification guided by a microscopic model of nature whereas the Greeks, even the Atomists, had none. This was due to various factors. First, the significant progress in mathematics since the Greeks (the invention of the decimal representation of natural number system, algorithmic arithemtic ) and intimations of more soon to come made such a program imaginable.
Second, the attitude towards Natural Philosophy had changed radically. This has been eloquently expressed in the opening paragraph of a biography by Benjamin Farrington of Sir Francis Bacon, the premier advocate of this new attitude:
The story of Francis Bacon (1561-1626) is that of a life devoted to a great idea. The idea gripped him as a boy, grew with the varied experience of his life, and occupied him on his deathbed. The idea is a commonplace today, partly realized, partly tarnished, still often misunderstood; but in his day it was a novelty. It is simply that knowledge ought to bear fruit in works, that science ought to be applicable to industry, that men ought to organize themselves as a sacred duty to improve and transform the conditions of life.
And finally, behind this conception of sacred duty was a whole complex of religious transformations, most obviously the Protestant Reformation, behind which was a shift in Christianity from its Greeks towards its Hebrew roots. This is how Farrington related this to certain names Bacon used books he wrote imagining the future Utopia that science would create:
But it is still necessary to ask why, in rejecting the Greeks, Bacon should with such determination have embraced the Bible. Why call his island utopia Bensalem (Son of Peace)? Why call the scientific institution, which was its vital center, Solomon's House of the College of Six Day Works? Why make the narrative of the discovery of Bensalem a repository of biblical quotations ... The Great Instauration, is explicitly named with reference to the divine promise in Genesis of dominion over all creatures, and that the speculative type of philosophy derived from the Greeks is taken as the supreme example of the sin of pride, the occasion of the Fall, and therefore rightly cursed with barrenness. It is Bacon himself who insists that the heart of his meaning is biblical, He does not deny that the science of his day was derived from the Greeks. He merely protests that it is without benefit for the life of men and therefore not good enough for Christians. Listen to his own words:
... that nation was always precipitate in genius and professorial by habit-two characteristics inimical to wisdom and truth. It would be wrong to pass by the words of the Egyptian priest... "You Greeks are always children". They were children not only in the study of history, but much more in the study of nature. What could be more childish than a philosophy prompt to chatter and argue, but incapable of procreation?....
The great quarrel between Hebrew and Greek is here given a new twist by Bacon but is as old as Christianity itself. ... "The change in the center of gravity from conduct to belief," writes a ninetenth century authority," was coincident with the transference of Christianity from a Semitic to a Greek soil."...
Music plays a critical and paradigmatic role in the history of science.
Pythagoras, it will be remembered, performed the earliest recorded experiment in mathematical physics when he related musical consonance with rational fractions: two strings at the same tension whose lengths are in the ratio of small fractions, sound in consonance. This probably had no effect on music, as harps were undoubtedly tuned by ear in any case, nor could it have led directly led to new mathematics, but its inspirational value was enormous. In mens minds, it connected mathematics to the soul, and as this was connected to God, it was perhaps the most powerful (although by no mean the only) reason to believe that number was close to the foundations of the universe.
It requires no imagination, even for those of us who are relatively unresponsive to it, to see how much music means to most people. The idolization of modern pop stars, of Beethoven, and of ancient Apollos, followed about by bands of swooning girls over the hills of Greece and Asia Minor, are all of one piece. Given the pre-eminence of music even today, as it competes with so many other forms of entertainment, it is easy to understand societys far greater dependence upon it in the centuries prior to the invention of radio and TV, and to easily accessible transportation (to theatres, parties, and such).
But the musical scale based on Pythagorean tuning, in use until the late Middle Age, severely restricted the music based upon it; to a modern ear, virtually all that music sounds remarkably dull and repetitive. Its major deficiency was that most instruments (specifically excluding the human voice) could play in only one key. This meant that only instruments built to play in the same key could play together, and even worse, even one instrument playing alone, could not modulate to a different key.
As Europe emerged from the Middle Age with the growth of cities, commerce, and a middle class possessed of leisure time and thirsting for entertainment, the need for music greatly intensified. Many people important in early science worked on the problem (including Galileo and his father). Their initial efforts led to the realization that they were faced with a problem in mathematics. And that is where we take up the story, with Beeckman and Descartes; the story of how music led to the most important advances in mathematics since the discovery algorithmic arithmetic, to the creation of modern algebra, to the synthesis of algebra and geometry, and thence to Newtonian dynamics.
How does one compute the twelfth root of 2?
Less than six weeks after meeting him, Descartes presented Beeckman with a New Years gift: a 40 page essay on the science of music. Music and mechanism were to operate together in Descartes mind to bring forth the most important steps in the creation of algebra as well as its fusion with geometry into what is now called analytic geometry.
The topics were connected by a critical problem of that era: the implementation of the system of equal temperament. Music in equal temperament is made up of the sequence of tones ascending by equal frequency ratios equal to the twelfth root of 2, or 21/12. Instruments needed to be manufactured to all produce the same such tones. Frets on stringed instruments and holes on wind instruments had therefore to be located in appropriate positions. How were these positions to be specified and then physically located?
The symbol 21/12 does not represent a value; it represents a property of a value: that multiplied by itself 12 times, it equals 2. It implicitly specifies a value. In fact, the only values we can explicitly state are rational numbers--the ratio between two integers--and no such ratio can equal 21/12. That is why it is called irrational.
Vincenzo Galilei, father of Galileo, had guessed on the basis of practical experience that 18/17 was close to 21/12. But he knew neither how good an approximation it was ( it was off by about .06% which not good enough for the human ear!), nor how to do better. On the other hand, geometrical constructions of irrationals were better understood. Figure 1 for example, shows that it is an easy exercise in plane geometry to measure off a length 21/2 times another using the straight edge and compass. And Zarlino, a contemporary of Vincenzo, had shown how two lines in the ratio 21/12:1 could be measured off this ratio directly using a mechanical device, known as a mesolabium that had been invented by Eratosthenes (a younger contemporary of Archimedes) in the third century BCE.
Descartes invents a hand held (analog) computer.
From these studies, Descartes got the idea for a more practical and versatile variant of the mesolabium which he called a proportional compass. It could be used to draw a whole class of curves, such as that shown in Figure 3, from which roots or powers could be read off. Then, like a true mathematician, he generalized the problem. First he asked how many different kinds of curves could one mechanically draw, and then how could one best design an instrument to draw a given type of curve. This question led to the fusion algebra with geometry, the creation of analytic geometry, and the start of modern mathematics!
A key to his approach is illustrated in Figure 4. It illustrates the idea that: all the basic operations of arithmetic on number can be translated and re-interpreted as geometric operations on line segments that produce other line segments. Consider the ancient concept of squaring the line. The Greeks conceived of a squared line as an area--a square with sides equal in length to that of the line. In contrast, a mesolabium produces from a line segment, a new one whose length is the square of the first.
This line-from-line feature is key because it permits line segments to form a closed system under these operations. That is, just as allowed arithmetic operations on positive real numbers produce positive real number so also the corresponding geometric operations on line segments produce line segments. Furthermore, just as any number of successive allowed operations on a positive real number can be performed without fear of logical inconsistency, so also with the system of allowed operations on line segments.
This means that the arithmetic of the positive real numbers and a certain set of allowed operations on line segments are equivalent; all ideas and relations can be freely transformed back and forth between them. Through this idea, Descartes had begun to establish an equivalence between two areas of thought
æ arithmetic and geometryæ that had been thought of as separate since their birth two millennia before. Connections this large (comparable to that between mass and energy) have large consequences!In order to talk about his line segments, Descartes had to take steps to begin abstract algebra and analytic geometry.
To even discuss this equivalence there must be a way, to refer to the line segments; they need names like A, B, C, . This step was the beginning of both abstract algebra and analytic geometry.
Abstract algebra began because these symbols could now represent either real numbers or the (undirected) line segments from which the real number quantities been abstracted. Generalizing on this idea, we see that the symbols themselves did not need to represent one particular set of things. Rather, they could represent any set on which theseor in general any similararithmetic operations could be consistently applied. Abstract algebra is just the study of systems of abstract symbols defined only by their set of self-consistent operations.
Giving names to line segments was also the beginning of analytic geometry because it united algebra and geometry: symbols could be interpreted either algebraically or geometrically, at ones convenience in the process of problem solving. Descartes expressed this in his Discourse as follows:
I thought it best simply to consider these proportions [i.e. equations] in general, without even restricting them to these objects so as to be the better able to apply them wherever they should fit. And in this way I thought I should be able to borrow the best there is in both geometrical analysis and algebra, and to correct the defects of the one by the other.
Descartes thus extended symbolic manipulation previously confined to arithmetic--the manipulation of 0, 9--to geometry. This was laid out at the very beginning of Descartes short essay La Geometrie, as follows:
Any problem in geometry can easily be reduced to such terms that a knowledge of the lengths of certain straight lines is sufficient for its construction. Just as arithmetic consists of only four or five operations, namely, addition, subtraction, multiplication, division and the extraction of roots, which may be considered a kind of division, so in geometry, to find required lines it is merely necessary to add or subtract other lines; or else, taking one line which I shall call unity , and which can in general be chosen arbitrarily, and having given two other lines, to find a fourth line which shall be to one of the given lines as the other is to unity (which is the same as multiplication); or, again, to find a fourth line which is to one of the given lines as unity is to the other (which is equivalent to division); or, finally, to find one, two, or several mean proportionals between unity and some other line (which is the same as extracting the square root, the cube root, etc., of the given line). I shall not hesitate to introduce these arithmetical terms into geometry, for the sake of greater clearness.
Between the first and last sentence, he lists the geometric forms of the basic operations. The last sentence says, in effect, that conceptual clarity arises from not distinguishing, by terminology, in which context, arithmetic or geometric, these operations are being performed. Operations should be separated fromabstracted from--context.
The abstraction of arithmetic operations from context is a process of reduction similar to that accomplished when quantity was separated from quality, i.e. when separate symbols and notation were defined for numbers in ancient Sumer.
Unsolved for two millennia, Pappus problem was cracked by Descartes in six weeks during the winter of 1632, thereby dramatically demonstrating the power of his new abstractions and methodology
The first and second sentences say that all problems of geometry are analyzable in terms of basic geometric operations which correspond to arithmetic addition, subtraction, multiplication, division and the extraction of roots. The problems of geometry he had particularly in mind form a class of problems inherited from ancient Greek geometers of which one in particular, was the problem of Pappus (circa 275 CE). He now realized he could use arithmetical techniques to solve a problem of geometry and resolved to do so. As we shall see, in the process, he came upon the miraculous idea of analytic geometry, in which curves were related to fomula. He discovered, in effect, that the shapes (and motions and trajectories) found in nature could be put into arithmetic terms. The first inkling of this were in the constructions of the Pythagoreans, but how much time, work and how many missteps lay between!

Figure 5: The key step to Descartes solution of the problem of Pappus as explained in the text.
Unsolved for two millennia, the problem of Pappus was cracked by Descartes in six weeks during the winter of 1632, thereby dramatically demonstrating the power of his new abstractions and methodology. Since the full statement of Pappus problem is complicated and in any case meaningless to a modern reader, we shall only focus on a simple stripped down piece of it, shown in Figure 5. It illustrates the key to Descartes whole approach.
Line K and L, and hence their intersection, O are given and fixed. The point P has lines PA and PB emanating from it. Suppose that P may move and with it the lengths of PA and PB and their intersection with K and L, but not their orientation. That is, P, PA and PB can be translated but not rotated.
K is parallel to K and L is parallel to L. Consequently, although the size of the dotted triangles ADO and CPO change when P moves, their internal angles do not; and, although the distances x, y, z1, and z2 also change when P moves, the ratios between legs in each triangle do not. In particular, this is true of the ratios z1/x=a and z2/y=b. Defining z=z1+z2 as the distance between P and A, we get z=ax+by. Thus as P varies its position, the distance z is known in terms of the x, y, variables and the constants, a and b; z became a known algebraic function of x and y, variables that at the same time located the position of a unique point.
It turns out that the problem of Pappus could be solved by finding values for x and y, and hence points P, which satisfied certain length ratios which could now be written in terms of expression like ax+by. That is, conditions expressed as geometrical length ratios were converted to algebraic conditions on coordinates, solvable for x, y. Each such pair x, y, located a points P that satisfied the conditions set out by the problem of Pappus. The set of all solutions determined a set of points that made up a curve. In this roundabout way, Descartes came upon the idea of an algebraic expression corresponding to a curve.
Further along in his book, Descartes makes some "general comments concerning the nature of curved lines", and after discussing the variety of curves his proportional compass could produce as examples, he says:
I could give here several other ways of tracing and conceiving a series of curved lines, each curve more complex than any preceding one, but I think the best way to group together all such curves and then classify them in order, is by recognizing the fact that all points of those curves which we may call "geometric," that is, those which admit of precise and exact measurement, must bear a definite relation to all points of a straight line, and that this relation must be expressed by means of a single equation. [Ref. , p.48]
That is: all precisely definable curves are related to points on axes by mathematical relations; most commonly one has a relation in the form of a single equation.
Thus, two great ideas came into being: (1) The correspondence between geometric curves and algebraic relations, (2) the use of algebra in the process of analysis. Their deeper significance shall be discussed in turn.
The connection between functions and curves discovered by Descartes opens up the super-sensible world to the analytic power of the human visual system.
In the process of solving the problem of Pappus, Descartes had invented Analytic Geometry and with it an insight into the nature of curves of which he said, in a later letter to Marin Mersenne:
. . . what I have given on the nature and properties of curved lines, and the method of examining them, is, it seems to me, as far beyond the treatment in the ordinary geometry, as the rhetoric of Cicero is beyond the a, b, c of children.
This is an understatement if only because this invention gives us our only means to open up the super-sensible world to the analytic power of the human visual system!
But it is also an understatement for another reason. Before Descartes, the only shapes associated with mathematics, and analyzable with mathematical precision, were made of straight lines, circles, a few conic sections, and little else. In contrast, there were countless complex curves, surfaces and volumes shown us by nature. How could anyone imagine that a mathematics with such limited descriptive abilities might yet be able to describe all the shapes and motions found in nature? Yet if science was fundamentally mathematical in any sense, this would have to be somehow true.
Descartes opened up, to our view and control, a new universe of geometric forms beyond any previous conception. Any equation, indeed, any set of mathematical conditions one might imagine, determined points which when plotted formed some geometric objecta curve, surface, solid, and so on. A large variety of curves were easily created using even simple algebraic expressions. Thus through the experience provided by analytic geometry, the potential richness of mathematical description was revealed, making it possible to imagine, for the first time, that all natural shapes might be explicable by a mathematical science.
The same discovery that led to the geometric visualization of these shapes, also led to vastly improved methods of manipulating them. These go under the names of algebra and analysis, which we now discuss in turn.
There must be some general science explaining all that can be investigated concerning order and measure without application to a particular material; and that this science is called, universal mathematics, .
There is no unique definition of algebra. Some identify it with the general objective of finding recipes for solving various classes of problems. Examples of algebra in this sense can be found in early Babylonian manuscripts. Although equation solving motivated the development algebra, it is more useful to think of it as a certain type of symbolic manipulation.
Consider A
¥ (B+C)=A¥ B+A¥ C and 2¥ (1+3)=8; they are examples of different types of symbolic manipulations, the former algebraic, the latter arithmetic. The only things we know, utilize or care about the symbols A,B,C, are (1) the valid operations upon them (e.g. multiplication, addition, ) and (2) the combinatorial laws these operations obey (e.g. the distributive law shown). Algebra studies and uses such combinatorics to create, transform, and relate symbolic expressions. Thus, for example, the form A¥ (B+C) transforms into the form A¥ B+A¥ C. Different forms of the same relationship provide different insights as in the case of x2+y2=1 and x=±Ã(1-y2); each has its purposes.The object of arithmetic manipulation is a value: 2
¥ (1+3)=8. To evaluate a symbolic expressionæ to obtain a value from itæ we must know more about its symbols than is needed for algebra; for example, we know 4+4 is 8 but nothing comparable is known about A+A. Algebra transforms expressions containing the symbols (e.g. 2¥ 4 goes to 4¥ 2), but not the symbols themselves (e.g. 2¥ 4 becomes 8). The object of algebra is not evaluation but transformation; we transform expressions and thus reveal new relationships.Algebra in this sense developed as a result of a deepened understanding of mathematical thinking. Descartes expressed this as follows:
I inquired first of all precisely what every one means by this word [mathematics], and why not only [arithmetic and geometry] , but also music, optics, mechanics and several others are called parts of mathematics. if one reflects on this matter more attentively, one finally observes that all those and only those subjects in which order and measurement are investigated are referred to mathematics, no matter whether such measure is sought in numbers in figures, in stars, in sounds, or in what object so ever. One concludes, therefore, that there must be some general science explaining all that can be investigated concerning order and measure without application to a particular material; and that this science is called, universal mathematics, . How much it excels in usefulness and facility the sciences which depend on it is clear from the fact that it extends to all the objects which they treat and to many others; [Rule IV, Ref., pp.67-69]
He looks here towards a universal mathematics, a general approach to the study of relations among measurable quantities (order and measure), to be applicable to any type of quantity (and to be made visible by analytic geometry). This vision shifts mathematics emphasis from that of calculating numbers or geometric figures to finding relations applicable to all kinds of measurable quantities. A prerequisite of this, to avoid suggesting particular types of quantity, is the use of abstract symbols.
Notation and paper were two important tools of algebra.
Algebra required a number of other basic ingredients. Notation was one, and it was more difficult and important than might be supposed (remember the importance of Hindu positional notation!). Descartes himself provided the symbol for powersone of the last pieces of modern notation to be created. In 1593, Francis Vieta (considered by many to be the father of algebra), wrote in the following style :
B in D quadratum 3-D cubo
whereas just a few decades later, Descartes would write this in modern notation as:
3BD2-D3
It easy to think of transforming Descartes expression into D2(3B-D) but not Vietas. The superior notation is labor saving because it is shorter and directly expresses crucial information (e.g. the number of times D multiplies itself). Notation does much to make algebra into a tool for performing the logic that lies behind algebras symbolic manipulation, or in other words, for reducing thought to manipulation.
Another basic ingredient of algebra was paper. Algebra is visual; it allows relationships to be grasped visually; something done by the visual portion of the nervous system, automatically, unconsciously, with maximal speed and ease, and with minimal effort. Lacking paper we must use, evanescent memory as our paper, sound as our pencil and considerable mental effort to manipulate concepts within our head.
A precursor of algebra was its rhetorical form. From the famous Algebra of al-Khowarizmi there is this example of it [Reef , p.84]:
"What must be the amount of a square, which, when twenty-one dirhems are added to it, becomes equal to the equivalent of ten roots of that square? Solution: Halve the number of the roots; the moiety is five. Multiply this by itself; the product is twenty-five. Subtract from this the twenty-one which are connected with the square; the remainder is four. Extract its root; it is two. Subtract this from the moiety of the roots, which is five; the remainder is three. This is the root of the square which you required, and the square is nine. Or you may add the root to the moiety of the roots; the sum is seven; this is the root of the square which you sought for, and the square itself is forty-nine."
We can express this as x2+21=10x, or x2+21-10x=0, and the result can be written as (x-3)(x-7)=0. By inspection it is easy to see that when x equal either root, 3 or 7, the equation is satisfied; and it is also easy to do 3
¥ 7=21, 3+7=10 in ones head and see why the two forms of the quadratic equation are equivalent.Why is it easy? Because the paper is remembering everything else for you while you concentrate on first the multiplication and then the addition, and you need merely shift your eyes back and forth to compare related portions of the expressions. The rhetorical form is much harder to follow. Of course it is the only way to go if you are sitting in an ancient (or modern but underdeveloped) country with writing materials either scarce or non-existent. The book of al-Khowarizmi is a classic case in which the technics of an older medium of communication (speech) are being transcribed to, but have not yet been reformulated for, a new medium.
The importance of algebra is the importance of relationships: the only things we can know.
Ultimately, algebras importance stems from the fact that relationships are the content of knowledge. That the sky lights up is an observation; that this is related to the sun appearing on the horizon, is knowledge. That the sun is in a particular position is an observation; that all its positions are ordered on an apparently circular daily path is knowledge. Observation alone is useless; once made, it is the past and without knowledge, the past says nothing about the future. Similarly, each quantity observed in science is useless unless understood as an instance of a relationship among quantitiesa function. Indeed, the shapes visualized through analytic geometry are visualizations of relationships; and laws of physics are relations between possible observations, symbolic relations defining functions, and without algebra they can scarcely be manipulated to provide useful results.
Algebra opens the way to analysis.
Like algebra, the word analysis has taken on a number of meanings. Here we shall be concerned only with the concept as created by the Greeks, and re-created by Descartes and Vieta. We start by analyzing the Pythagorean theorem: a2+b2=c2 (see Figure 6).

Figure 6: Diagram for the analysis of the Pythagorean theorem. z is perpendicular to c which is the sum of x+y.
The first step in analysis is to state what is known about the problem. What is known about any quantitative system is either relations between quantities or values. Since this theorem is about right triangles, it would seem reasonable that relations among right triangles should be important. Among these is the statement, a : b : c = x : z : a = z : y :b which is easily proven from the similarity of the right triangles abc, xza and zyb; and this will only be true when abc is a right triangle. In addition and very importantly, analysis generally includes the statement of the proposition being analyzed which is a2+b2=c2.
The second step is to combine these statements and their consequences algebraically. Let us eliminate a and b from the Pythagorean theorem using a2=xc and b2=yc which come from the parts of the proportions a:c=x:a and b:c=y:b respectively. Substituting into the Pythagorean theorem yields xc+yc = c2, or, finally, x + y = c which is obviously true by construction. So we have discovered what was initially obvious!?
This analysis, which is known as theoretical analysis, is now complete, but what is it good for? First of all, if it had led to a false statement, the initial proposition (here the Pythagorean theorem) would have been proven inconsistent with the truth, and hence false. However, the fact that it leads to a true statement (here x + y = c) does not prove it true; for a proof cannot be based on the proposition to be proven and, as we have just seen, analysis assumes the truth of the proposition to be proven (which may lead to a logical fallacy called affirming the consequent). Synthesis goes in the opposite direction, logically deducing the proposition only from what is given.
Analysis is useful as a guide to a proof. It lays down a logical trail which you try to retrace in the opposite direction. Doing so in this case, we achieve a synthetic proof of the Pythagorean theorem ( gives the basis for the assertion to the left of it)
Which was to be demonstrated.
Figure 7 diagrams the essence of the analysis and synthesis and their relationship. The Pythagorean theorem is one of the starts for analysis whereas it is the end for the synthesis. The other starting boxes, not shown, contain theorems and axioms of geometry and algebra, and propositions true by construction (e.g. that all the triangles are right triangles).
In addition to theoretic analysis there is a problematic type. It is performed exactly as before the only difference being that the algebra leads to a specific value of a quantity, not a relationship between quantities. Algebra is generally introduced in the schools in conjunction with problematic analyses and it is a common experience for students to be very impressed with its power. As indeed they should be: analysis makes otherwise taxing logical thought easy by reducing it to manipulation of algebraic symbols.
Analysis has become the characteristic technique of our civilization.
The livelier the mind, the more impressed it will be by the powers of analysis for lively minds can imagine even more ambitious goals. Vieta ended his essay on the art of analysis as follows:
Finally, the analytic art, appropriates to itself by right the problem of problems, which is: TO LEAVE NO PROBLEM UNSOLVED
Descartes considered this art so great that he suspected the ancient mathematicians of hiding it:
But [analysis] I believe was later suppressed, with a sort of evil cunning, by these authors themselves. For, as many artisans have certainly done for their inventions, they feared perhaps that being very easy and simple their method might lose its price if given to the crowd. In order that we should wonder at them they preferred to give us instead of their discoveries a few sterile verities [synthetic deductions], subtly deduced, as the fruits of their art, rather than to teach the art itself, which would clearly dispel the wonder.
Analysis was certainly a major inspiration to Descartes:
For, after all, the method which teaches us to follow the right order, and to enumerate exactly all the elements of a problem, covers everything that gives certainty to the rules of arithmetic.
But what pleased me most, however, about this method, was that by means of it I was sure of always using my reason, if not perfectly, at least as well as lay within my power. Besides, I felt that the practice of this method was accustoming my mind to conceiving the objects of knowledge with greater clarity and distinction, and, as it was subjected to no particular branch of learning, I promised myself that I would apply it as effectively to the difficulties of the other sciences as I had done to those of algebra. [Ref., p. 52]
Vieta and Descartes both allude to the application of the technic of analysis outside of mathematics (or, of the extension of analysis to subjects beyond those traditionally included within mathematics). They leaped to this generalization but how was this to be accomplished? That was what Descartes set out in his Method, his method for acquiring knowledge as certain as that of mathematics. It informed his whole philosophic program, and through it, much of subsequent European history. It has, in fact, become so characteristic of our civilization that we now unhesitatingly profess to apply systematic analysis to all difficult problems.
From Method To Universal Knowledge: the only sure truth we have access to is our own thoughts
In 1633, Descartes wrote to his friend Mersenne that he had almost completed a manuscript the tentative title of which was: Project for a Universal Science Which Might Raise Our Nature to Its Highest Degree of Perfection. Next the Dioptric, the Meteors, and the Geometry, Where the Most Curious Matters Which the Author Could Find to Give Proof of the Universal Science He Proposes Are Explained in Such a Manner That Even Those Who Have Never Studied Can Understand Them. He then learned that Galileos Dialogue on the Two Chief Systems, published the previous year, had been condemned by the Church, that the author had been forced to sign a formal abjuration of his belief in the Copernican doctrine, that his book had been publicly burned, and that he had been sentenced to an indefinite term of imprisonment by the Inquisition. He thereupon wrote to Mersenne
I was so astounded that I have quasi resolved to burn all my papers or at least not to show them to anyone. I cannot imagine that an Italian, and especially one well thought of by the Pope from what I have heard, could have been labeled a criminal for nothing other than wanting to establish the movement of the earth. ... And because I would not want for anything in the world to be the author of a work where there was the slightest word of which the Church might disapprove, I would rather suppress it altogether than have it appear incomplete... [Ref. , p.84]
He soon concluded however that despite his fears of offending the Church, his discoveries should not suppressed. As his comments suggest, the Descartes felt, like Bacon, that science was to be applied to human welfare as a religious duty:
, I thought I could not keep them to myself without greatly sinning against the law which enjoins upon us the duty of procuring, as well as we can, the general good of mankind. in place of that speculative philosophy which is taught in the Schools, we can achieve a practical one by means of which, by ascertaining the force and action of fire, water, the air, the heavenly bodies, and the skies, of all the physical things that surround us, as distinctly as we know the various trades of our artisans, we can apply them in the same way and thus make ourselves, as it were, the lords and masters of nature. [Discourse, Ref. , p. 84]
So by 1636 he had a manuscript cleansed of possible heresy and ready for the printer. It was published in Leiden in 1637 with the title: Discourse on the Method of Rightly Conducting the Reason and Seeking the Truth in the Sciences. Next, the Dioptric, the Meteors, and the Geometry, Essays in This Method. Now commonly called the Discourse, it is Descartes first and most famous publication.
He wrote in French instead of the usual Latin, explaining:
because I hope that those who use only their natural reason will be better judges of my ideas than those who believe only in ancient texts;...
Those using only natural reason were the educated public as opposed to Aristotelian philosophers. It was, as one translator [Ref. ] says:
composed in the easy French of a seventeenth-century gentleman, addressed to readers of the same stamp [appealing to] the ordinary cultivated man and woman
Descartes writing style quickly obtained, and has since retained, the reading public he sought. Patterned after that of Montaigne, it was consonant with the style of thinking he professed and advocated for others. Like Montaignes essays first published (1580) sixteen years before Descartes birth, the Discourse is in the form of a simple, direct and honest personal memoir that relates the writers inner thoughts, doubts, and stumblings towards the truth. And as we shall see, like Montaigne, perhaps his most basic message is that the only sure truth we have access to is our own thoughts.
Descartes modeled Rational on Mathematical thought.
The Discourse concerned method: the Method of Rightly Conducting the Reason and Seeking the Truth in the Sciences. Its essence was given in four short rules which he resolved "never in a single instance to fail" to observe as follows:
The first rule was to accept as true nothing that I did not know to be evidently so: that is to say, to avoid carefully precipitancy and prejudice, and to apply my judgments to nothing but that which showed itself so clearly and distinctly to my mind that I should never have occasion to doubt it.
The second was to divide each difficulty I should examine into as many parts as possible, and as would be required the better to solve it.
The third was to conduct my thoughts in an orderly fashion, starting with what was simplest and easiest to know, and rising little by little to the knowledge of the most complex, even supposing an order where there is no natural precedence among the objects of knowledge.
The last rule was to make so complete an enumeration of the links in an argument, and to pass them all so thoroughly under review, that I could be sure I had missed nothing. [Discourse Ref. , pp50-51]
These are, in one sense, nothing else but generalizations, beyond mathematics, of the analytic method which he had developed to such good effect in his invention of analytic geometry. These rules will be discussed in turn.
On the one hand, be skeptical of received opinion; but on the other hand, believe what seemed indubitably true.
(1)The first rule is a remarkable mixture of skepticism and gullibility which has become characteristic of all rationalism. Its spirit of skepticism can be traced to more than one source. One of these, already mentioned, came from his school. La Fleche was run by the Jesuits who originally developed and applied it towards undermining the Protestants personal reading of Scripture as discussed in a previous chapter.
A book has the title, The Bible, but is it "The Bible"? If the right book were found, how does one tell what it says? The book just contains ink marks on paper, perceived by variable and fallible human sense organs. How do we know these are words [ Ref., pp.210-212]
This spirit governs the selection of mathematical axioms; they must seem self evidently true (without the necessity of proof), and they must be stated, as in a mathematical formula or definition, clearly and distinctly, one of Descartes favorite phrases.
These ideas can also be seen in the mechanical world-view he had learned from Beeckman: explanation in terms of a microscopic mechanics of components and process which were clearly and distinctly understood from everyday life such as solid physical parts moved by pushes and pulls. The mechanical philosophy countenanced no strange forces, no materials with strange properties, and no essences and spirits. These were holdovers from ancient and now discredited traditionsHermetic, Aristotelian, and Platonicthat Descartes and the whole future movement of rationalism was in rebellion against at least as it applied to natural philosophy (religion became a separate issue).
It is useful to re-iterate at this point that mathematics is a system of deductions built on axioms which are both true by definition and are clearly and distinctly understood by virtue of the fact that they are expressed in words, symbols, and formula having unequivocal meaning again by definition. Mathematical axioms were often suggested by experience. Experience then suggested, for example, that straight lines existed, that they could be infinitely extended, and that through any given point, a straight line could be drawn, parallel to another given straight line. But whether axioms are true for all experience, mathematicians today neither know nor care. As far as modern mathematics is concerned, it is only the internal consistency of a set of axioms that matters. Thus, there are now many geometries; the axioms of each must be internally consistent, and those of one geometry are not consistent with those of another. This generalized view of mathematics, however, was not yet in existence in Descartes lifetime (it was largely due to him that it later developed).
Descartes took the conditions that applied to the axioms of the mathematics of his daythe appearance of indubitable truthand transferred them to all thought, and in particular, to the analysis of nature. One might say that, having glimpsed the future power of mathematics and its central role in science, he made a passionate rush to judgment and conflated them. This is not to say that he did not understand that experiments had an important role in science, but he never imagined that they could lead to the abandonment of obvious basic truths. This turned out to be a very great error.
Break upanalyzesystems and problems into their component parts.
(2)The second rule of Method is the key step, analysis, which, as conveyed by its etymology, connotes a breaking up into parts. In mathematics it simply means writing down in the form of equations all the bits of information one knows about a system as a preliminary to algebraically combining them. Few would argue with this.
Generalized beyond mathematics, it means breaking up a problem into its component parts, or a system into its simpler parts. The general working assumption of science is that this can be and must be done in order to completely understand a systems behavior. A good example of this in physics is the near perfect gas which is analyzed in terms of individual molecules and their basic interactions. The behavior of 1026 molecules is then deduced and shown (often by computer simulation) to reproduce observed properties of such gases. The assumption is that only when explanation is at this level can a system be truly said to be understood. This is complete reductionism, something which many people now argue with.
Think systematically.
(3)The third rule can be understood as a guide to logical deduction. How do you combine the facts known about a problem to solve it? In mathematics, logical deduction proceeds by combining and manipulating expressions, and this rule might guide the order of combination. Analysis of all but the very simplest mathematical problems leads to a number of equations, and if combined unsystematically, they often lead to a thicket of algebra. The unwary then stumble about, often only to find themselves back where they started (or left with a true but useless identity like 0=0). Descartes very sensibly suggests being systematic.
Long chains of logic require extreme care.
(4)The last rule is not necessary in mathematics as long as the algebra is done correctly. That is great advantage of a self consistent system of symbolic manipulation: it guarantees the logic. But outside such a system, in the exercise of logical thought done in our heads, it is easy to slip up, to skip a step, or do it incorrectly. What Descartes is emphasizing here is not merely checking ones logic, but breaking up the logic into the smallest possible steps, each so simple and obvious as to be error-proof, and then checking that there are no missing links in the logical chain. I have previously noted that this is the source of the impregnable strength of a mathematically constructed wall of logic. And it is reflected in subsequent remark where he talks of those long chains of reasons, all quite simple and quite easy, which geometers are wont to employ in reaching their most difficult demonstrations.
It is very easy to underestimate what Descartes accomplished in his Discourse. These rules perhaps sound obvious and innocuous. The great Leibniz thought so. He called them vacuous, remarking that it was like advising a chemist to follow the method :
take what you have to take, do with it what you have to do, and you will get what you desire. [Ref. , p.495]
But no one before Descartes had proposed that this mathematical methodology be a model for the acquisition of all philosophic/scientific knowledge. As Descartes himself said of his principles:
they have been known at all times, and even accepted as true and indubitable by all men, However, no one, to my knowledge, has so far recognized them as the principles of philosophy from which the knowledge of everything else in the world can be deduced. [Ref. , p.180]
That only a generation later Leibniz thought them obvious testifies perhaps to Descartes immediate and profound influence; and that many today still would think them obvious, to his enduring influence.
Descartes, like Plato, believed that basic truth is born within us: that all the things that we clearly perceive are true!
His four principles were precepts of what was to become virtually a religion of Cartesian rationalism. He had already demonstrated the fervor of its religious spirit in the meticulous spelling out of the precepts themselves, determined that they be absolutely clear, the simplest and easiest to know, and that nothing was omitted.
His fervor was commensurate with his goals. Mathematics had given him principles of philosophy from which the knowledge of everything else in the world can be deduced. The amazing connection he had discovered, between arithmetic and geometry, through algebra, hidden for two millennia, had inspired him:
to imagine that all things, to the knowledge of which man is competent, are mutually connected in the same way, and that there is nothing so far removed from us as to be beyond our reach, or so hidden that we cannot discover it, provided only that we abstain from accepting the false for the true, and always preserve in our thought the order necessary for the deduction of one truth from another. [Discourse Reef , p. 51]
No knowledge of which Man is competent is beyond reach. Is there anything outside of Mans competence? He says elsewhere:
there is much, both in the boundless nature of God and in His creation, that goes beyond what we can comprehend.
But then Descartes immediately goes on, in the tradition of the Scholastic philosophers from whom he was rebelling, to attempt to demonstrate the necessity of God using his method. This is a great assumption of power of the human intellect. How does Man get this power? Naturally, from God (or today we might just stop at the naturally), and since God would not deceive us,
it follows that all the things that we clearly perceive are true.
This is a truly astounding gift. Given this, not too much is beyond Mans powers. It bids us: Bite this apple! Build this tower to the heavens! It is only necessary to be sure that our thoughts have sufficient clarity.
All knowledge is rooted in Metaphysics.
In his Preface to the Principles of Philosophy, Descartes gave the following picture of Philosophy:
Thus philosophy as a whole is like a tree whose roots are metaphysics, whose trunk is physics, and whose branches are all the other sciences. These reduce themselves to three principal ones, viz. medicine, mechanics and morals...

That this Tree of Philosophy, shown in Figure 8, is the old Tree of Knowledge is clear especially from the appearance of Morals as one of its branches. The picture seems to suggest that morals are somehow ultimately deducible from physics and many of Descartes followers over the years interpreted him in just that way. This was just what the writer of Genesis had worried about and where it would lead was neither hard to see nor long in coming.
I think, therefore I am.
Axioms (which lie at the roots of the Tree of Philosophy) are the most powerful statements in a deductive system. The sooner any are discovered the better. How do we discover axioms? What distinguishes them? They certainly must have the quality of being true. So Descartes tried to find something he was sure was true.
Turning to what he had been taught in school for guidance, Descartes was disappointed. He had been educated in one of the finest school in Europe, was one of its best students and always spoke warmly of his teachers. Nevertheless, he severely criticized the humanistic education he had received from the Jesuits, finding much of it either useless or wrong. So first he wiped his mental slate clean; then, doubting and testing everything, he looked for something indubitably truea statement which survived all doubt. He finally found it:
While I want to think everything false, it must necessarily be that I who thought was something; and remarking that this truth, I think, therefore I am, was so solid and so certain that all the most extravagant suppositions of the skeptics were incapable of upsetting it, I judged that I could receive it without scruple as the first principle of the philosophy I sought.
Thus he reasoned: anything which doubts is conscious; anything conscious exists; I exist. He had doubted, and doubting was a form of thinking. This was a paradigm: any other axiom had to have a similar clear indubitability, a similar maximally simplicity:
The first principles are given by intuition alone... the undoubted conception of an unclouded and attentive mind, which springs from the light of reason.
All the knowledge of which man is competent is interconnected, structured like a great tree of knowledge, with roots in metaphysical truths; Its interconnections can be understood using Descartes analytic method based on reason and intuition; and that its efficacy is vouchsafed by the goodness of God.
To summarize what has been said here so far, Descartes proposed that all the knowledge of which man is competent is interconnected, structured like a great tree of knowledge, with roots in metaphysical truths as clearly true as the fact that he, Descartes, existed; that its interconnections could be understood using his analytic method based on reason and intuition; and that their efficacy was vouchsafed by the goodness of God. This summary can be compared to one of his own which appeared near the end of the first part of his Principles of Philosophy. It expresses these ideas slightly differently and mentions some others not discussed here:
75. Summary of the rules to be observed in order to philosophize correctly.
In order to philosophize seriously and search out the truth about all the things that are capable of being known, we must first of all lay aside all our preconceived opinions, or at least we must take the greatest care not to put our trust in any of the opinions accepted by us in the past until we have first scrutinized them afresh and confirmed their truth. Next, we must give our attention in an orderly way to the notions that we have within us, and we must judge to be true all and only those whose truth we clearly and distinctly recognize when we attend to them in this way. When we do this we shall realize, first of all, that we exist in so far as our nature consists in thinking; and we shall simultaneously realize both that there is a God, and that we depend on him, and also that a consideration of his attributes enables us to investigate the truth of other things, since he is their cause. Finally, we will see that besides the notions of God and of our mind, we have within us knowledge of many propositions which are eternally true, such as Nothing comes from nothing. We shall also find that we have knowledge both of a corporeal or extended nature which is divisible, moveable, and so on, and also of certain sensations which affect us, such as the sensations of pain, colours, tastes and so on (though we do not yet know the cause of our being affected in this way). When we contrast all this knowledge with the confused thoughts we had before, we will acquire the habit of forming clear and distinct concepts of all the things that can be known. These few instructions seem to me to contain the most important principles of human knowledge.[
This, in barest outline, was the basis of a program to achieve all possible knowledge through analysis with a degree of certitude comparable to that of mathematics. It has been influential beyond measure. It is now the worlds program. It was not so before Descartes.
He devoted his life attempting to demonstrating it was practical:
I have, therefore, to prove [my method], and it seems to me that I cannot do it better than by inviting my public to read my book. For, although I have not dealt with everything in it, as it would have been impossible to do so, what I have had occasion to deal with I think I have so explained that those who read with care will have reason to be convinced that there is no need to look for other principles than those I have set forth in order to reach the summit of human knowledge -[Ref. , p.180]
certain and simple rules, such that if a man follows them exactly, he will never suppose anything false to be true, and, spending no useless mental effort, but gradually and steadily in creasing his knowledge, will arrive at the true knowledge of all those things to which his powers are adequate.[ Rule 4, Ref. , p.64]