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The Mathematics

Autodidact’s Aid
Kristine K. Fowler

The Universe (which others call the classic will be updated by 2006 as the “Digital
Library) is composed of an indefinite, Library of Mathematical Functions” (http://dlmf.
perhaps infinite number of hexagonal nist.gov). Other useful facts, from the formula for
galleries…. Let it suffice for the moment volume of an icosahedron to random number
that I repeat the classic dictum: The generators, may be found in the more general
Library is a sphere whose exact center is Mathematics Handbook for Science and Engineer-
any hexagon and whose circumference ing by Råde and Westergren.
is unattainable.
Writing and Researching
—Jorge Luis Borges, The Library of Babel
Good writing involves much more than text cod-
The image of the library as the mathematician’s ing, useful as LATEX manuals may be. For advice on
laboratory suggests that of Borges’s infinite library structuring and composing papers, read Higham’s
universe: so much is available it can be difficult Handbook of Writing for the Mathematical Sciences,
to navigate effectively through it. A person trying which also discusses preparing and delivering
to learn a new area of mathematics benefits from talks. When compiling a bibliography or searching
pointers shared by a knowledgeable guide, per- for literature on a topic, crucial issues include the
haps an adviser or colleague or librarian. Recording choice of database (MathSciNet is standard for
a few such signposts, which sketch a possible route many searches, but not for a 1918 article or a bio-
through the basic topics, is the aim of this article. mathematics textbook) and the type of search (for
The suggestions of resources come from various example, using the Mathematics Subject Classifi-
mathematicians and a few librarians, identified in cation can generate a more comprehensive search
each section; they wrote full treatments of these sub- than keywords). For helpful context and tips, see
jects in Fowler (2004). The present brief guide Molly T. White’s “Tools and strategies for search-
doesn’t attempt to identify the “best” books, but ing the research literature” in Fowler (2004).
rather to give the independent mathematics learner
recommendations of reasonable starting points; History of Mathematics
therefore resources that are particularly suitable for For an overview, read either Struik’s Concise His-
self-study, mostly at the graduate level, have been tory of Mathematics, which assumes you know
preferred where possible. most of the mathematics discussed, or the first sec-
tion of Math through the Ages by Berlinghoff and
Finding Definitions and Formulas Gouvêa, which assumes you don’t. To delve deeper,
To look up an unfamiliar term or topic, first see the look at Katz’s very good textbook, History of Math-
standard Encyclopaedia of Mathematics edited by ematics: An Introduction, and Grattan-Guinness’s
Hazewinkel; the subscribed Internet version is Norton History of the Mathematical Sciences: The
searchable. A shorter, very handy resource is Eric Rainbow of Mathematics, which emphasizes more
Weisstein’s World of Mathematics, freely available recent work and applied topics. Then take the door-
online (http://mathworld.wolfram.com/); print way into the historical literature provided by The
versions appear as the CRC Concise Encyclopedia Companion Encyclopedia of the History and Phi-
of Mathematics. Check for a specific integral, poly- losophy of the Mathematical Sciences, edited by
nomial, or transform in the Handbook of Mathe- Grattan-Guinness. The bibliographies in these books
matical Functions by Abramowitz and Stegun; this will guide further study in more specific areas.
Key general reference sources include the Bio-
Kristine Fowler is mathematics librarian at the University graphical Dictionary of Mathematicians, a subset
of Minnesota. Her email address is fowler@math.umn.edu. of Gillispie’s Dictionary of Scientific Biography ;

NOVEMBER 2005 NOTICES OF THE AMS 1203


and the “MacTutor History of Mathematics Archive” Lattice Theory; three articles in the Handbook of
(http://www-history.mcs.st-andrews.ac.uk/ Combinatorics on the interaction of algebra and
history/), edited by O’Connor and Robertson. topology with combinatorics, by Alon, Björner, and
Finally, Mathematics across Cultures: The History Lovász et al.; Fejes-Tóth’s Regular Figures as pre-
of Non-Western Mathematics, edited by Selin and liminary to a higher-level discussion of packing,
D’Ambrosio, is a good way to broaden one’s his- covering, and tiling; connections with geometry in
torical horizon. (advice from Fernando Gouvêa) Coxeter’s Regular Polytopes and Combinatorial
Geometry by Pach and Agarwal; and Lawler’s
Number Theory Combinatorial Optimization: Networks and Matroids,
The following five books together provide an ori- which also serves as an introduction to linear
entation to the whole field, starting with the least programming. (advice from Victor Reiner)
technical: Davenport’s classic The Higher Arith-
metic; Introduction to the Theory of Numbers by Abstract Algebra
Hardy and Wright, a masterly exposition from an Exercises and a leisurely manner make Jacobson’s
analytic viewpoint; Goldman’s The Queen of Math- Basic Algebra more accessible than van der Waer-
ematics: A Historically Motivated Guide to Number den’s important but dense Modern Algebra. Bour-
Theory; A Classical Introduction to Modern Num- baki’s Algebra is abstract but very clear; for a more
ber Theory by Ireland and Rosen, with an out- elementary treatment, try Algebra by Birkhoff and
standing presentation of the famous Weil conjec- Mac Lane. The Handbook of Algebra, edited by
tures; and finally Hua’s extensive Introduction to Hazewinkel, should be available as a reference.
Number Theory, with a strong emphasis on analytic Lam’s Ring trilogy (First Course, Exercises, and Lec-
number theory. For the global theory of algebraic tures) is a recommended entry to noncommutative
numbers, see Marcus’s Number Fields, a systematic algebra. Kaplansky’s Commutative Rings admirably
introduction with a good set of exercises; for the introduces its subject; then see the exhaustive
local theory, the acknowledged standard is Num- Commutative Algebra by Samuel and Zariski. Next
ber Theory by Borevich and Shafarevich. The ele- steps after elementary linear algebra include Gant-
mentary connections between number theory and makher’s Theory of Matrices (both text and refer-
algebraic geometry are discussed in the excellent ence book) and Smirnov’s Linear Algebra and Group
Rational Points on Elliptic Curves by Silverman and Theory, with solved exercises. Suzuki covers the
Tate; a more advanced treatment of arithmetic classification of finite simple groups in Group
algebraic geometry follows in Silverman’s Arith- Theory. Chapters 4 and 5 of Bourbaki’s Algebra
metic of Elliptic Curves. Apostol’s Introduction to introduce field and Galois theory; Galois Theory
Analytic Number Theory effectively presents the by Edwards provides exposition with a historical
standard topics, such as the distribution of prime perspective. Follow Osborne’s overview of Basic
numbers and the zeta and L-functions. (advice Homological Algebra with Mac Lane’s Categories
from Jay R. Goldman) for the Working Mathematician, an essential
subtopic. The Introduction to Lie Algebras and Rep-
Combinatorics resentation Theory by Humphreys is suitable for
For a broad range of topics at the beginning grad- self-study. Montgomery’s Hopf Algebras and Their
uate level, see A Course in Combinatorics by van Lint Actions on Rings and Bredon’s Sheaf Theory cover
and Wilson. Marcus’s elementary Combinatorics: other key topics. (advice from Edgar Enochs)
A Problem Oriented Approach is appropriate for self-
study; more advanced is Lovász’s Combinatorial Algebraic and Differential Geometry
Problems and Exercises. The standard comprehen- If you are starting from scratch in algebraic geom-
sive text is Aigner’s Combinatorial Theory. The etry, begin with Reid’s Undergraduate Algebraic
Handbook of Combinatorics, edited by Graham, Geometry or An Invitation to Algebraic Geometry
Grötschel and Lovász, and the World Combinatorics by Smith, Kahanpää, Kekäläinen and Traves. Next,
Exchange (http://www.combinatorics.org) are for inspiration, read the sections on curves and their
useful reference sources. Good graph theory options Jacobians in Mumford’s The Red Book of Varieties
include Introduction to Graph Theory either by and Schemes; here Mumford explains the AMAZ-
West or by Wilson; Diestel’s Graph Theory, with its ING SYNTHESIS, that there are three totally distinct
many exercises; or Bollobás’s thorough Modern ways to think about complex curves. Then look at
Graph Theory. Recommended resources for other Mumford’s Algebraic Geometry I: Complex Projec-
major topics: Stanley’s Enumerative Combinatorics; tive Varieties. You are now prepared to tackle
the discussion of designs and codes in Hall’s Hartshorne’s Algebraic Geometry and Principles of
Combinatorial Theory; Spencer’s Ten Lectures on the Algebraic Geometry by Griffiths and Harris. To test
Probabilistic Method as applied to combinatorics; your understanding, go through the many exam-
Introduction to Lattices and Order by Davey and ples in Harris’s Algebraic Geometry: A First Course.
Priestley, followed by Grätzer’s authoritative General You would now easily be ready to start real work.

1204 NOTICES OF THE AMS VOLUME 52, NUMBER 10


To get started in differential geometry, care- emphasize geometric methods and ideas; the text
fully study an undergraduate text; choose one by by Amann provides an introduction to nonlinear
O’Neill, Henderson, Thorpe, do Carmo, or Millman analysis. The basic PDE text is Weinberger’s First
and Parker. Next, turn to Morgan’s Riemannian Course in Partial Differential Equations with Com-
Geometry: A Beginner’s Guide. By now you are plex Variables and Transform Methods; Strauss’s
ready for one of the following four books: Aubin’s Partial Differential Equations: An Introduction is
A Course in Differential Geometry, Chavel’s Rie- more elementary. The other two commonly used
mannian Geometry: A Modern Introduction, Lee’s graduate PDE texts are by Evans and Folland.
Riemannian Manifolds: An Introduction to Curva- Temam’s Navier-Stokes Equations: Theory and Nu-
ture, or Petersen’s Riemannian Geometry. At the merical Analysis covers an essential special topic.
same time, go through Milnor’s Morse Theory. Of Zwillinger’s Handbook of Differential Equations
course, you should also be picking and choosing serves as a convenient reference tool for solution
theorems, examples, and techniques through var- techniques of ODEs as well as PDEs. Further study
ious other books. (advice from Thomas Garrity) in dynamical systems could start with Devaney’s
First Course in Chaotic Dynamical Systems or Non-
Real and Complex Analysis linear Differential Equations and Dynamical Systems
Serious study of analysis begins with a rigorous by Verhulst. (advice from John N. McDonald and
course in advanced calculus, based on a text such Jan Figa)
as Buck’s Advanced Calculus or Apostol’s Mathe-
matical Analysis. Next is analysis in metric and Topology
topological spaces; see Simmons’s Introduction to An undergraduate point-set topology course might
Topology and Modern Analysis. The standard use Armstrong’s Basic Topology or Introduction
graduate-level real analysis texts are Folland’s Real to Topology by Gamelin and Greene. Follow with
Analysis: Modern Techniques and Their Applica- Hatcher’s Algebraic Topology (in print as well as
tions and Royden’s Real Analysis. To acquire true free online at http://www.math.cornell.edu/
mastery, work through the challenging Selected ~hatcher); Bredon’s Topology and Geometry ; or
Problems in Real Analysis by Makarov et al. The stan- Differential Forms in Algebraic Topology by Bott
dard complex analysis texts are Ahlfors’s Complex and Tu, which includes an essential introduction
Analysis and Conway’s Functions of One Complex to spectral sequences. For vector bundles, consult
Variable I (the latter particularly suitable for self- the standard Characteristic Classes by Milnor and
instruction). Useful reference sources include Stasheff. Atiyah’s K-Theory is the accepted refer-
Krantz’s Handbook of Complex Variables and the ence in its area. Graduate-level differential topol-
monumental Applied and Computational Complex ogy study should include the excellent expositions
Analysis by Henrici. Rudin’s challenging Real and in Milnor’s various lecture notes, beginning with
Complex Analysis insightfully integrates the two Topology from the Differentiable Viewpoint, as well
branches. Recommended sources for further as Hirsch’s foundational Differential Topology.
study are Conway’s Course in Functional Analysis; Kosinski’s Differential Manifolds continues into
Körner’s Fourier Analysis, followed by Stein’s Har- surgery theory. For low-dimensional topology read
monic Analysis: Real-Variable Methods, Orthogo- Three-Dimensional Geometry and Topology by
nality, and Oscillatory Integrals; and Daubechies’s the master, Thurston. Livingston’s Knot Theory
Ten Lectures on Wavelets, the standard introduc- attractively introduces this intuitive and visually
tion to this hot topic. Important works in classical appealing subject; alternatively, read Lickorish’s
analysis are Special Functions by Andrews, Askey Introduction to Knot Theory or the broader treat-
and Roy; and Szegő’s Orthogonal Polynomials. (ad- ment in Knots, Links, Braids and 3-Manifolds by
vice from John N. McDonald) Prasolov and Sossinsky. Dieudonné’s A History of
Algebraic and Differential Topology 1900–1960
Ordinary and Partial Differential Equations provides a historical survey of the whole field as
The standard undergraduate text, with lots of ex- well as expositions of the mathematical ideas
amples and applications, is Elementary Differential following the original sources. (advice from Allen
Equations and Boundary Value Problems by Boyce Hatcher)
and DiPrima. Recommended graduate-level ODE
texts include the standard Differential Equations, Probability Theory and Stochastic
Dynamical Systems, and an Introduction to Chaos, Processes
by Hirsch, Smale and Devaney; Theory of Ordinary After an undergraduate probability course, read
Differential Equations by Coddington and Levinson, Feller’s classic Introduction to Probability Theory
known for its clarity and challenging problems; and Its Applications or Gut’s student-friendly
and Chicone’s recent Ordinary Differential Equa- Intermediate Course in Probability. Further study
tions with Applications. Other ODE texts include requires the underlying measure theory; the pre-
the classics by Hurewicz and Arnold, which both sentation in Ash’s Probability and Measure Theory

NOVEMBER 2005 NOTICES OF THE AMS 1205


is recommended. Rao’s excellent and thorough Mathematical Biology
Probability Theory with Applications is at a higher Good general sources aimed at mathematicians
level. Study of distributional limit theorems, a rather than biologists are Murray’s standard Math-
substantial part of the soul of probability theory, ematical Biology and Haefner’s Modeling Biological
could continue with Random Summation: Limit Systems: Principles and Applications. Allen’s Sto-
Theorems and Applications by Gnedenko and chastic Processes with Biology Applications covers
Korolev, and den Hollander’s Large Deviations. a neglected subject. Recent research is accessibly
Useful reference sources include Statistical Distri- presented in Case Studies in Mathematical Model-
butions by Evans, Hastings and Peacock; and the ing—Ecology, Physiology, and Cell Biology, edited
Probability Web (http://www.mathcs.carleton. by Othmer et al. In Population Biology: Concepts
edu/probweb/probweb.html). Ross’s Stochastic and Models, Hastings’s exposition is suitable for
Processes or Introduction to Stochastic Processes by self-study; then see Freedman’s Deterministic
Hoel, Port and Stone are preliminary sources in this Mathematical Models in Population Ecology and
field; after acquiring the necessary background in Roughgarden’s Theory of Population Genetics and
measure theory and probability, go to Durrett’s Evolutionary Ecology. Consult Dynamic State Vari-
Essentials of Stochastic Processes and then Rao’s able Models in Ecology by Clark and Mangel for
more general Foundations of Stochastic Analysis. Im- applications varying from conservation biology to
portant specific areas are covered in Introduction human behavior. The mathematical framework for
to Stochastic Integration by Chung and Williams, epidemiology is provided in Infectious Diseases of
Øksendal’s Stochastic Differential Equations, Kallian- Humans: Dynamics and Control by Anderson and
pur’s Stochastic Filtering Theory, Gaussian Processes May. See Lesk’s Introduction to Bioinformatics or
by Hida and Hitsuda, and Continuous Martingales Waterman’s Introduction to Computational Biology:
and Brownian Motion by Revuz and Yor. (advice Maps, Sequences and Genomes to begin studying
from Randall J. Swift) these rapidly growing areas. Statistical Methods in
Bioinformatics by Ewens and Grant teaches the
Numerical Analysis basics of probability and statistics in the same
These four texts together provide an overview, context. Percus’s Mathematics of Genome Analysis
from beginning graduate level to more specialized: is more advanced and specialized. For cell biology
Numerical Mathematics by Quarteroni, Sacco and and movement, read Segel’s Modeling Dynamic
Saleri; Matrix Computations by Golub and Van Phenomena in Molecular and Cellular Biology. Fol-
Loan, a broad reference book for numerical linear low the general, advanced Mathematical Physiology
algebra; Iserles’s First Course in the Numerical by Keener and Sneyd with Hoppensteadt’s more
Analysis of Differential Equations; and Theoretical focused Introduction to the Mathematics of Neurons:
Numerical Analysis by Atkinson and Han, which Modeling in the Frequency Domain. Gardner’s
introduces a functional analysis framework for Notices article on “Geometric tomography” intro-
studying numerical analysis. A classic text cover- duces the relevant inverse problems. (advice from
ing many topics not available elsewhere is Analy- Claudia Neuhauser)
sis of Numerical Methods by Isaacson and Keller.
The Handbook of Numerical Analysis, edited by Mathematics Education
Ciarlet and Lions, gives advanced introductions to Research and theory development are the most
major topics, and Acta Numerica annually surveys active areas for graduate study. Several handbooks
current research. Noteworthy texts in specific introduce the range of issues, especially the first
areas include Kelley’s Iterative Methods for Linear and second International Handbook of Mathematics
and Nonlinear Equations, Numerical Optimization Education, both edited by Bishop and others. See
by Nocedal and Wright, and Davis’s classic Inter- the Handbook of International Research in Mathe-
polation and Approximation. Standard resources matics Education, edited by English; and Handbook
for the two major types of ODE problems are Gear’s of Research on Mathematics Teaching and Learning,
Numerical Initial Value Problems in Ordinary edited by Grouws, for an international and American
Differential Equations and Numerical Solution focus, respectively. Methodologies are discussed
of Boundary Value Problems for Ordinary Differ- in the Handbook of Research Design in Science and
ential Equations by Ascher, Mattheij and Russell. In Mathematics Education, edited by Kelly and Lesh.
the truly enormous area of PDEs, recommended A standard work on development of number con-
introductions include Thomas’s two-volume Nu- cepts and operations is Adding It Up: Helping Chil-
merical Partial Differential Equations, Braess’s dren Learn Mathematics, edited by Kilpatrick et al.
Finite Elements, and Numerical Approximation of (freely available at http://www.nap.edu/books/
Partial Differential Equations by Quarteroni and 0309069955/html/). The highly influential Principles
Valli. For integral equations see Atkinson’s Nu- and Standards for School Mathematics, produced by
merical Solution of Integral Equations of the Second the National Council of Teachers of Mathematics
Kind. (advice from Kendall E. Atkinson) (http://standards.nctm.org/), sets the current

1206 NOTICES OF THE AMS VOLUME 52, NUMBER 10


vision for the U.S. educational system; see also A
Research Companion to Principles and Standards
for School Mathematics, edited by Kilpatrick et al.
Ethnomathematics: Challenging Eurocentrism in
Mathematics Education, edited by Powell and Franken-
stein, presents now classic social justice papers.
Teaching, Multimedia, and Mathematics: Investiga-
tions of Real Practice by Lampert and Ball examines
technology’s role in mathematics teaching. Ernest’s
Philosophy of Mathematics Education thoroughly
explores the issues in its field. (advice from Kelly
Gaddis, Jane-Jane Lo, and Jinfa Cai)

Mathematics Culture and Recreations


The preceding recommendations promote learning
mathematical ideas, but it is interesting to consider
also the nature and context of the mathematics en-
terprise. Essays written by mathematicians about
their field give insights into its culture, discussing
themes such as the art and beauty of mathemat-
ics, the intellectual characteristics of mathemati-
cians, and how they collaborate and compete.
Hardy’s A Mathematician’s Apology is deservedly
the most famous of these. Gowers covers the
issues concisely at the end of Mathematics: A Very
Short Introduction. A more leisurely exploration
appears in Mathematics: People, Problems, Results,
classic articles compiled by Campbell and Higgins,
complemented by the profiles and interviews in
More Mathematical People, edited by Albers et al.
Two entertaining resources address popular
ideas about mathematics and mathematicians:
Reinhold’s “Math in the Movies” (http://world.
std.com/~reinhold/mathmovies.html) and
Kasman’s “Mathematical Fiction” (http://math.
cofc.edu/faculty/kasman/MATHFICT/). To re-
turn to doing mathematics but still on the lighter
side, try the “Macalester College Problem of the
Week”, edited by Wagon (http://mathforum.
org/wagon/), or get the ultimate CD of Martin
Gardner’s Mathematical Games. An important com-
ponent of mathematics is having fun!

For Further Reading:


KRISTINE K. FOWLER, editor, Using the Mathematics Litera-
ture, Marcel Dekker, New York, 2004.
DAVE RUSIN, “Mathematical Atlas”, http://www.math.niu.
edu/~rusin/known-math/welcome.html.
M ARTHA A. T UCKER and N ANCY D. A NDERSON , Guide to
Information Sources in Mathematics and Statistics,
Libraries Unlimited, Westport, CT, 2004.

NOVEMBER 2005 NOTICES OF THE AMS 1207

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