National Council of Teachers of Mathematics
National Council of Teachers of Mathematics
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usual
definition of complex num
bers, either as ordered pairs (a, 6) of
The
real numbers or as "numbers" of the form
a + bi, does not give any indication of their
long and tortuous evolution, which lasted
about three hundred years. I want to de
scribe this evolution very briefly because I
think some lessons can be learned from this
story, just as from many other such stories
concerning the evolution of a concept,
result, or theory. These lessons have to do
with the impact of the history of mathemat
ics on our understanding of mathematics
and on our effectiveness in teaching it. But
more about the moral of this story later.
Birth
Jerome Cardan
This story begins in 1545. What came ear (1501-1576)
Courtesy of John Wiley & Sons
lier can be summarized by the following
quotation from Bhaskara, a twelfth-century
Hindu mathematician (Dantzig 1967) : Cardan, too, dealt with quadratics in his
The square of a positive number, also that of a nega book. One of the problems he proposed is
tive number, is positive; and the square root of a posi the following (Struik 1969):
tive number is two-fold, positive and negative; there is
no square root of a negative number, for a negative If some one says to you, divide 10 into two parts, one
number is not a square. of which multiplied into the other shall produce... 40,
it is evident that this case or question is impossible.
In 1545 Jerome Cardan, an Italian math Nevertheless, we shall solve it in this fashion.
Israel Kleiner teaches at York University, Downsview, The author would like to acknowledge financial assist
ONT M3J 1P3. His current interest is the relation be ance from the Social Sciences and Humanities Re
tween the history and pedagogy of mathematics. search Council of Canada.
-
the so-called Cardan formula. When applied
j/2+y^m + j/2 y^m
= (2 + + (2~y-i) = 4
to the historic example x3 = 15x + 4, the y^?)
formula yields
(Burton 1985). Bombelli had thus given
to the This event
=y2+y^m + y2-y^m. meaning "meaningless."
signaled the birth of complex numbers. In
his own words (Leapfrogs 1980) :
It was a wild
thought, in the judgement of many; and I
Doubts concerning the too was for a long time of the same opinion. The whole
October 1988
585
Leonhard Euler
(1707-1783) The problem of the logical justification
Courtesy of Holt, Rinehart & Winston of the laws of operation with negative and
complex numbers also became a pressing
Complex numbers were used by Johann pedagogical issue at, among other places,
Lambert for map projection, by Jean at the turn of the
Cambridge University
D'Alembert in hydrodynamics, and by nineteenth was
century. Since mathematics
Euler, D'Alembert, and Joseph-Louis La viewed by the educational institutions as a
grange in incorrect proofs of the fundamen of rational
paradigm thought, the glaring
tal theorem of algebra. (Euler, by the way, in the
inadequacies logical justification of
was the first to designate 1 by i.) the operations with negative
yj? and complex
Euler, who made fundamental use of numbers became untenable. Such questions
complex numbers in linking the ex i = ix 2?" and "Is
as, "Why does 2 J~a~b
ponential and trigonometric functions by = true for negative a and b?" re
the formula eix = cos yfa yfb
+ i sin , expressed ceived no satisfactory answers. In fact,
himself about them in the following way in his text of the_1760s on algebra,
Euler,
(Kline 1972): claimed 1 = = +2 as a
possi
yj? -J?4 yjA
Because all conceivable numbers are either greater ble result. Robert Woodhouse opined in
than zero, less than zero or equal to zero, then it is
1802 that since imaginary numbers lead to
clear that the square root of negative numbers cannot
be included among the possible numbers_And this right conclusions, they must have a logic.
circumstance leads us to the concept of such numbers, Around 1830 George Peacock and others at
(6) The genetic principle in mathematics (1) I first want to reiterate what I view
education. What are the sources of a given as the major contribution of this story for
concept or theorem? Where did it come the teacher. P?lya (1962) puts it very well :
gratification," which students often seek (7) Many elementary and interesting il
from any given topic presented in class. lustrations of Hadamard's comment demon
(5) We must, of course, supply the stu strate that "the shortest path between two
dent with "internal relevance" when intro truths in the real domain passes through
ducing a given concept or result. This point the complex domain." We are referring to
brings us to the important and difficult elementary results from various branches of