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ARTIC LE S
IdeasofCalculusin Islamand India
VICTOR J. KATZ
ofColumbia
ofthe District
University
DC 20008
Washington,
Introduction
Isaac Newtoncreatedhis versionofthecalculusduringtheyearsfromabout 1665 to
1670. One of Newton'scentralideas was thatof a powerseries,an idea he believed
decimalexpansionsofarithmetic
he had inventedoutoftheanalogywiththeinfinite
[9, Vol. III, p. 33]. Newton,ofcourse,was aware ofearlierworkdone in solvingthe
area problem,one of the centralideas of whatwas to be the calculus,and he knew
well that the area under the curve y = xn between x = 0 and x = b was given by
in the
bn+1/ (n + 1). (This rule had been developed by several mathematicians
nk+1
<
k+ 1 <
n
i=l
163
164
MATHEMATICS MAGAZINE
(2 0X
0
ko
nk
(nx)k k x0
n
nk
k+1 (
X0
k?2kk?
nk
XO
nk+
(lk + 2k( +
k?i
*+
(n-1)k)
<AX<
o
(lk +2
nk+
k+
k)
+n
The difference
betweenthe outerexpressionsof thisinequalityis simplythe area of
are fixed,Fermat
the rightmost
circumscribed
rectangle.Because xo and yo=
knewthatthedifference
couldbe made less thananyassignedvalue simplyby taking
n sufficiently
large.It followsfromtheinequalitycitedby Robervalthatboththearea
A and the value xk+1/(k+1)=xoyo/(k+1)
are squeezed between two values
whose difference
approaches0. Thus Fermatand Robervalfoundthatthe desired
area was xoyo/(k + 1).
xO 2xo 3xo
n
n n
nxo
n
FIGURE 1
165
k )(k
+ 1)(n+k)
We can derivefromthisformula
foreach k in turn,beginningwithk = 1, an explicit
formulaforthe sumofthe kthpowersby usingthepropertiesofthe Pascal triangle.
For example,if k = 2, we have
(2
(3
j=2 (2)
=3 E j(2
j=2
3E
3E
i=l
i=1
Therefore,
2n
(n+2)(n+1)
23
2
i=1
n
i-i
and
n
E i2
i= 1
n3+3n2+2?n
n2+n
2
_2r33+3n2+un
n3
n2 n
2?6
nk?1
ikk
nk
1+ 2 +p(n),
MATHEMATICS MAGAZINE
166
ii
Eik
Eik+l
i=l
i=l1
ik
+
)1
()
4-3
= 44 +
+ 4(13 + 23 + 33) + 13 + 23 + 33 + 43
(3 + 1)
(13 + 23 + 33) + 13 + 23 + 33 + 43
ibn al-Haytham's
provedforn = 4. One can easilyformulate
Equation(*) is therefore
to give a proofforany k by inductionon n.
argumentin moderntenninology
167
<i3 =(
n?- 2
n~~~~~~4
n3
4 + 2
n()n + 1)n
- +2
-= 3 ?
n2
oftheanalogous
We will notdeal withtheseproofshere,butonlywiththederivation
himselfderivesthisresultonly
powers.Althoughibn al-Haytham
resultforthefourth
n. We will therefore
use moderntechniques
for n = 4, he assertsit forarbitrary
methodto deriveit forthatcase. We beginby usingthe
modeledon ibn al-Haytham's
forthe sumsof squaresand cubes to rewriteequation(*) in the form
formulas
i=n
p=l
i=l
i4 +
Pi4 +
i=1
i=1
i3+i=l
i=l
It thenfollowsthat
(n + 1)
ri
i=1
i4 +
i=1
(n +
Ei4=
i=1
4 ~E
i3
11.
i3+
i=1
4~
i2
E i2
)3-
i=l
i=1
- ) 43 4 nn+l)-i23+1)(
54- n
) (n + 2 )n(n + 1)n -
n+
) (n + 2 )
-.
2 )[(
5)(
(5
3]
n
=
i= 1
n3
n44
5+ 2 + 33
---
lim
n -oo
168
MATHEMATICS MAGAZINE
7-1
ik2h5
(n2
k2h5
i2)2
i=l
4
(n-2n2i2
i4).
i=l
(i-l)h?_yL____+
?__
___u
X=kb2
FIGURE 2
(n4-2n2i2+i4)
-y (n-
1l)n 34+
i= 1
n= 15n n24-
3n4-
0n
that
and therefore
8(n -
n
1)n 4<
E(n2
-i2 )2<
~~~~8
-8n .n4.
i= 1
169
India
Trigonometric
Seriesin Sixteenth-Century
India and theyare
The sumformulas
forintegralpowerssurfacein sixteenth-century
These power
used to developthe power series forthe sine, cosine,and arctangent.
(of about 1530), a
series appear in Sanskritverse in the Tantrasangraha-vyakhya
commentary
on a workby Kerala GargyaNilakantha(1445-1545) of some 30 years
earlier. Unlike the situationfor manyresultsof Indian mathematics,
however,a
detailed derivationof these power series exists, in the Yuktibhasa,a work in
regionofIndia. This latterwork
Malayalam,thelanguageofKerala,the southwestern
was writtenby Jyesthadeva
(1500-1610), who creditsthese series to Madhava,an
ofthe fourteenth
century.
Indianmathematician
Even thoughwe do notknowforsurewhetherMadhavawas thefirstdiscovererof
the series,it is clear thatthe series were knownin India long beforethe timeof
Newton.But whywere the Indians interestedin these matters?India had a long
traditionof astronomicalresearch,datingback to at least the middle of the first
millenniumB.C. The Indians had also absorbedGreek astronomicalworkand its
India by Alexander
associatedmathematics
duringand afterthe conquestofnorthern
the Greatin 327 B.C. Hence the Indiansbecame familiarwithGreektrigonometry,
and thengraduallyimprovedit by introducing
our sine,
based on the chordfunction,
learnedtrigonometry
fromIndia, introcosine,and tangent.Islamicmathematicians
duced theirown improvements,
and, afterthe conquest of northernIndia by a
Moslem armyin the twelfthcentury,broughtthe improvedversionback to India.
(See [4] formoredetails.)
withtrigonometry
of astronomy
The interaction
bringsan increasingdemandfor
wantedan accuratevalue for 7r (which comes
accuracy.Thus Indian astronomers
fromknowingthe arctangent
powerseries)and also accuratevalues forthe sine and
cosine (which comes fromtheirpower series) so they could use these values in
determiningplanetarypositions.Because a recent article [8] in this MAGAZINE
discussedthe arctangent
powerseries,we will hereconsideronlythe sine and cosine
series.
oftheIndianrulefordetermining
The statement
theseseriesis as follows:"Obtain
the arc [s] by itselfand then dividingby
the resultsof repeatedlymultiplying
2,3,4,... multipliedby the radius[p]. Writedown,below the radius(in a column)
to n = 2,4,6 in Sn/n!pn-1],and below
the even results[i.e. resultscorresponding
to n = 3,5,7, . .. in
the radius (in anothercolumn)the odd results[corresponding
sj n!p' - 1]. Afterwritingdowna numberof termsin each column,subtractthe last
termof eithercolumnfromthe one nextabove it,the remainderfromthe termnext
is made fromtheradiusin thefirstcolumn
above,and so on,untilthelast subtraction
the cosine
and fromthe arc in the second.The twofinalremaindersare respectively
and thesine,to a certaindegreeofapproximation."
[6, p. 3] These wordscan easilybe
translatedintothe formulas:
y=sins=s-
2!p
4+!p3
s3
s5
52n
+(-)
(2 )
2n-1
+p
s~~~~2n+1
+
+(-1)
s
(2 n pt1)
hps
5tpo
reduce to the standardpowerserieswhen p is takento be 1.)
(These formulas
+
MATHEMATICS MAGAZINE
1 70
to
The Indian derivationsof these resultsbegin withthe obviousapproximations
the cosine and sine forsmall arcs and then use a "pull yourselfup by our own
stepby step.The derivations
bootstraps"
approachto improvetheapproximation
also
a notionused in other aspects of Indian
make use of the notionof differences,
mathematics
as well. In our discussionof the Indian method,we will use modern
Indianideas.
notationto enable the readerto followthesesixteenth-century
We firstconsiderthe circleof FIGURE 3 witha smallarc a = AC AC. Fromthe
of trianglesAGC and OEB, we get
similarity
xl-x2
ae a
or p
--
Y2y-_Yl
Y
and
Xl-X2
a
Y2-Y
=p
In modern
if / BOF = 0 and / BOC = L AOB = dO,theseequationsamount
terms,
to
2
_"
pd
cosf = 2cos 0 dO
and
cos(O + dO)-cos(O -do) =
=-
2p
=a
2pdsin
H=-2sin
HdO.
= ax2
Aly = Yi - Yo = y
ax,.
A
a
~~C
G'
~~PY2
o
I~ I,
-
/- E
'
x5
xl
FIGURE 3
FIGURE 4
X4 X3 X291
171
the differences
Similarly,
forthe x's can be written
A -X =X,-Xix- I = -aY,I- I
-aY2
=
=
-aYi.
AIX X2-X1
A2x = x3-X2 =
We nextconsiderthe seconddifferences
on the y's:
A2Y
A1Y = Y2 - YI - YI + YO=
a(x2
x)
-a
2Yi.
A2Y = Y3 - Y2-
Y2 + Yi = a(x3
X2)
=-a
Y2)
it followsthat
A3Y= A2Y-a2
-a 2Y2
=Y 1-a2y
and, in general,that
** +AnY1
Y:3)
+ (Y1
+ Y2 +
+Y,n-Aa]2
thelargerthevalue of n, thebettereach of
Also,s/ n = YI a, or ny, = s. Naturally,
is. Therefore,
theseapproximations
y
s-
lim
[Y+
(YI
+(YI+Y2+
+Y2)+''
+Y11-01]
But x,
x = cos s and xl
x
+ Y2 +
+Yn -
1. It thenfollowsthat
I-
lim - (Yi
Y2 +
+Y,n-1)
needed to approximate
To continuethe calculation,the Indian mathematicians
for x = cos s and
to get approximations
each y, and use these approximations
in turnis placed back in theexpressionsforx and
y = sins. Each new approximation
Note firstthat if y is small, yi can be
y and leads to a betterapproximation.
approximated
by is/ n. It followsthat
X
I1-
I1-
lim
n (-)[-+
11-->00nn
I
ri0
lim2+
n
'11
(n
I)s]
---+ +(n-1)]
1 72
MATHEMATICS MAGAZINE
|
J
limLs2 (n -1)n
2
= 1-
--oon
s2
Similarly,
y = s - Ilim = ss-
- + -
- +
+(
lim ?-|n(1+2+
11-1
ru-i1
2
lim
r00? n
s s3
- +
(12+22+
-1))
+ ( n-1 )) ]
+ ( 1 +2 +
+(n
1)2)
Ei2
Ei
= -3
+ s+
n-)
.+(_+
(n~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
n3
L2
1
i1i
32
s3
1-
=1-
lim -[!-
oo n 6[
6n3
+ 2s-
4 [13 + 23 +
2 + lim
00~o
6n
2
1-2
+ (n-1)s
(n
+
s2
(2s)
6-
s4
S2
24
lim
1
((n-1)s)31
6n3
173
Similarly,
ibn al-Haytham's
formulaforthe case j = 3 and the sumformulaforthe
s3
s[3
=s 6S
F~
6 +lim
I6n
JiM
lim 6
C?-
=-6
C?6-
+_
6S5
(13+23)
i3
6nSJ
3
+6n 2S) 3
+***+
+ (13+23?+
+ (n-
[i(13 +23 +
E
i_
n3
+**+(6n3s3
5 [13+
S
=
1)3)(14
+(n-
6n3
)|
+ (n-1)3)
+2 4+
+(n-1))
120
as a correction
Because Jyesthadeva
considerseach new termin thesepolynomials
to thepreviousvalue,he understoodthatthe moretermstaken,the morecloselythe
polynomialsapproach the true values for the sine and cosine. The polynomial
can thus be continuedas far as necessaryto achieve any desired
approximations
The Indian authorshad thereforediscoveredthe sine and cosine
approximation.
powerseries!
Conclusion
How close did Islamic and Indian scholarscome to inventingthe calculus?Islamic
scholarsnearlydevelopeda generalformulaforfindingintegralsof polynomialsby
foranypolynomial
in whichthey
A.D. 1000-and evidentlycouldfindsucha formula
ofdegree
were interested.
in anypolynomial
But,it appears,theywere notinterested
higherthanfour,at least in any of the materialwhichhas so farcome down to us.
Indian scholars,on the otherhand,were by 1600 able to use ibn al-Haytham'ssum
formulaforarbitrary
in
integralpowersin calculatingpowerseriesforthe functions
whichtheywere interested.By the same time,theyalso knewhow to calculatethe
So some ofthe basic ideas of calculuswere knownin
differentials
ofthesefunctions.
Egyptand India manycenturiesbeforeNewton.It does not appear,however,that
eitherIslamicor Indianmathematicians
saw the necessityof connectingsome ofthe
Therewere apparently
only
disparateideas thatwe includeunderthe namecalcultus.
specificcases in whichtheseideas were needed.
There is no danger,therefore,
thatwe will have to rewritethe historytextsto
removethe statementthatNewtonand Leibniz inventedthe calculus.They were
ideas under the two
certainlythe ones who were able to combinemanydiffering
174
MATHEMATICS MAGAZINE
REFERENCES
New York,1986.
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dans le Maghrebdes Xiiie - XIVe Siecles
et RechercheMathe'matiques
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(PublicationsMathematiquesD'Orsay No. 81-02) Universitede Paris-Sud,Orsay,France,1981.
HarperCollinsPublishers,New York,1993.
4. VictorKatz,A HistoryofMathematics:
An Introduction,
Press,
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Princeton,NJ,1973.
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7. RoshdiRashed,Ibn al-Haythamet la measuredu paraboloide,J. for theHistoryof Arabic Science 5
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