On The Representation of Curves in Descartes' Géométrie
On The Representation of Curves in Descartes' Géométrie
On The Representation of Curves in Descartes' Géométrie
Descartes' Gdomdtrie
H. J. M. Bos
Communicated by J. R. RAVE'rZ
1.I From antiquity until the beginning of the seventeenth century the collec-
tion of plane curves known to mathematicians did not change. It consisted in
the conic sections, some higher algebraic curves such as the conchoid of NIC0-
MEDES and the cissoid of Dt0CLES, and a few transcendental curves the most
important of which were the Archimedean spiral and the quadratrix of DIN0-
STRArtrS. There was a marked change in this situation in the seventeenth century.
Over a short period mathematicians vastly expanded the realm of curves open to
mathematical treatment. Through the new analytic geometry o f FERMAT and
DESCARTES the collection of mathematical curves came to include all algebraic
curves, that is, all curves whose equation in rectilinear coordinates involves only
the algebraic operations + , --, × , - and ~ / - ( k > 1, integer). The collection
of transcendental curves, that is curves which do not admit an equation as above,
was enlarged as well. The cycloid appeared on the mathematical scene around
1630, and the logarithmic curve in the 1660's. After that mathematicians encoun-
tered many more curves that depended algebraically on these two fundamental
transcendentals. Most of these curves occurred as solutions of inverse tangent
problems°
The new curves, like the earlier ones, could play three different roles. They
could be an object of study, they could be a means to solve a problem and they
could themselves be the solution of a problem. Thus PASCAL, in his famous
challenge to mathematicians of 1658, proposed the cycloid as an object of study
and suggested that its area, the areas and centres of gravity of its segments and
the contents and centres of gravity of solids arising by rotation of its segments
be determined.
The "Cartesian parabola", introduced by DESCARTESin his Gdomdtrie, was
an example of a new curve that served as a means to solve a problem; the curve
was used in the geometrical construction of the roots of equations of 5th and 6 th
degrees (eft 5.2).
296 H.J.M. Bos
1.2 The enormous increase in the number of curves forced 17th-century mathe-
maticians to think about how new curves could be introduced, described or de-
fined. If the curves were to serve as an object of study, a means of solving a problem
or as a solution, they had to be or to become known. In the previous period this
was no problem since all curves were known and mathematicians could refer to
any of them by name (ellipse, conchoid, spiral etc.), adding~ if necessary, the values
of their parameters.
But when is a new curve sufficiently known ? Seventeenth-century mathemati-
cians did not have a uniform definition of the concept of curve (nor apparently
did they feel the need for such a definition) and therefore they had no standard
form for specifying the curves they had in mind. In fact, there were many ways
of specifying curves. One could, for instance, indicate how points on the curve
could be constructed, one could describe a machine by which the curve could be
traced, and (after analytic geometry had been introduced) one could give the
equation of the curve. Some of these ways of describing curves were considered
satisfactory, others less so, some not at all.
I shall use the term "representations of curves" to mean ways of specifying
curves which were thought to make the curves sufficiently known. This term was
not used in the 17t~ century with that meaning; there was no term with that mean-
ing then. Nevertheless, mathematicians did use the term "construction of curves"
which has almost the same meaning but is more restricted.
The different ways in which curves were specified in 17th century mathematics,
the preferences that mathematicians expressed for certain of them and the reason
given for these preferences form an important and interesting theme for historical
study° These ways and preferences influenced the direction in which mathematics
developed° Until now historians of mathematics have been hardly aware of this
theme, mainly because a too rapid translation of 17th-century mathematical argu-
ments into modern analytical symbolism has obscured these aspects of the treat-
ment of curves° The subject is also of more general interest because it touches
on a wider mathematical, or perhaps metamathematical, question, namely, when
is a mathematical entity "known" or when is a problem "solved"?
1o3 In this study I shall deal in particular with the representation of curves
in DESCARTES' Gdomdtrie 1. At one stroke the Gdomdtrie brought all the algebraic
curves into focus. But, as historians o f mathematics have remarked 2 (with some
surprise), DESCARTES did not consider the equation to be a sufficient representa-
tion o f the curve; he used other kinds of representation instead.
Moreover, DESCARTES introduced a sharp distinction between admissible and
inadmissible curves. The first he called "geometrical" the other "mechanical".
The "geometrical" curves are what we now call algebraic curves (although DES-
CARVES did not explicitly say as much in the Gdomdtrie, this can be inferred from
what he did state); the "mechanical" curves are those which are now termed
transcendental curves. But because DESCARTES did not consider the equation a
sufficient representation o f the curve, he could not establish any distinction be-
tween geometrical and non-geometrical curves on the basis o f their equations; he
had to reason about it on the basis o f representations of curves which he did
find acceptable. The acceptability of representations of curves is therefore a
crucial concept in the Gdom~trie.
DESCARTES' distinction between '"geometrical" and "mechanical'., curves
provided a serious issue in seventeenth-century matheniatics. The increasing
interest in transcendental curves (curves therefore that to DESCARTES were not
admissible in geometry) forced mathematicians to use methods other than those
expounded in the Gdomdtrie and to take up a position with respect to the question
of how far such curves could be considered "geometrical" or somehow admissible.
Again, this question could only be dealt with in terms o f the representation of
these curves, and several of the representations used in these debates had been used
in DESCARTES' Gdom~trie.
1.4 The complicated structure o f the G~omdtrie, the different roles o f curves
in it, and DESCARTES' different criteria for geometrical acceptability o f curves
have not yet been satisfactorily unravelled 3. A detailed analysis of the roles of
THAM), New York (Dover) 1954. In my translations of texts from the G~om~trie I have
taken the English of SMrrI-I & LAX'l-tAMas my starting point. However, their translation
is very free and often unreliable, so in many cases I have had to modify it. The edition
of the G~om~trie in the (Euvres de Descartes (eds. C. ADAM & P. TANNERY,Paris 1897-
1913) vol. 6, pp. 367-485 also indicates the page numbers of the original. I shall use
the abbreviation A.T. to refer to the Oeuvres.
2 See, for instance, C. B. BORER, History of analytic geometry (New York 1956)
p. 88 and p. 102; see also M. S. MAI-IOrCEY, "Descartes: mathematics and physics",
Dictionary of scientific biography (ed. C. C. GILLISPIX,New York 197010 vol. 4 (1971),
pp. 55-61, footnote 7.
3 There have been many studies on DESCARTES'G~omdtrie. Most of~these, however,
are unsatisfactory as far as the questions I discuss are concerned because they seek to
answer the unfruitful question as to whether DESCARTESdid or did not invent analytic
geometry. The best source for the actual contents of the G~om~trie is the G~om~trie
itself. The best summary of its intention, its development and its place within DES-
CAR~S' mathematics is still G. MILHAtlD, Descartes savant, Pads 1921. J, ITARD'S La
g~omdtrie de Descartes (Conferences du Palais de la D~couverte, s&ie D, nr 39) Paris
1956 is very penetrating but als0 very dense. I have found A. G. MOLLArCD'S"Shifting
the foundations, Descartes' transformation of ancient geometry", Hist. Math. 3 (1976),
pp. 21-49 very helpful since it discusses the history of the concepts of construction and
classification of curves in antiquity and DESCARTES'opinions on these classical ideas.
298 H..l.M. Bos
curves and their representation in the G~omdtrie sheds new light on the structure
of DESCARTES' book, on its underlying programme and on the earlier development
of DESCARTES' ideas about geometry. There is a conflict in the Gdomdtrie between
geometrical and algebraic, methods of definition and criteria of acceptability.
This conflict reflects a break in the development of DESCARTES' thought about
geometry. In an early phase DESCARTESconsidered that the aim of geometry was
to construct solutions of geometrical problems by means of curves traced by certain
instruments; the instruments served as acceptable generalizations of ruler and
compass. He tried to find new constructions in this way and to classify them.
About 1630 that plan seemed to stagnate and DESCARTESalso became fully aware
of the power of algebraic methods. He then changed his programme. Algebra
became the dominant tool, both for the solution of problems and for the classifi-
cation of curves. But DESCARTEScontinued to believe in the principle of geometrical
construction by means of curves traceable by instruments. As a result, there are
conflicting elements in the G~omdtrie. "
I shall show that it was impossible for DESCARTESto keep strictly to his earlier
programme which was based on the use of instruments, But it was also impossible
for him to work out a fully algebraic programme. If he had kept to his earlier
plans, he would have lost the advantages of algebra; if he had adopted a fully
algebraic approach, he could no longer have claimed that he was doing geometry.
The contradictions in the G~om~trie were indeed unavoidable. In order to under-
stand DESCARTES' great contribution to geometry and algebra it is necessary
to make these contradictions explicit and to explain how they influenced the struc-
~ r e of the G~om~trie.
The later synthesis of algebraic and geometrical methods into what is now
called analytic geometry was possible only because later mathematicians were
n o t aware of (or forgot) the programmatic problems with which DESCARTES
had struggled.
In explaining the problem of PAPPUS4 I shall use symbols for the lines, dis-
tances and numbers. DESCAR~S presented the problem in prose accompanied by
drawings. Let (see Figure 1) a number of lines L~ be given in the plane, and let
tp~ be fixed angles.
J
t~ J
/ d~ = y ~ "- - "~/~'~
;22.- -----'z ~ q~z
><
/J
Fig. 1
Let ~.denote the length of the line segment from point P to Li which makes
an angle ofq~iwith Li. (If~0i is 90 °, d~ is the distance to L~.) Let ~ : fl be a given ratio
and a a given line segment. It is required to find points with the following properties:
for three.lines:
(al. a2) : (a~) = ~, :/~, (2; 1)
for four lines:
(d~. d_,): (d3-&) = ~ : f l , (2; 2)
for an uneven number (2n -- 1) of lines, n > 2:
(d~... d,) : ( d n + l . . . d~_ 1 • a) = 0c:fl, (2; 3)
and for an even number (2n) of lines, n > 2:
(al .. a,) : (a,+~ ... az~) = ~ : ~ . (2; 4)
PA1,Fus gives the problem for three and four lines as well as its generalization to
more lines 5. What we have here is a locus problem; in each case there are infinitely
many points which satisfy the condition; these points form a locus in the plane;
4 DESCARTESquoted the problem ((7, pp. 304-306) in Latin from the edition by
COre~ANDn~O, Pappi Alexandrini Mathematicae Collectiones, Bologna 1588, pp. 164v-
165L For the Greek text see F. HULTSCH(ed.) Pappi Alexandrini Collectiones quae super-
sunt Berlin 1876-1878, vol. 2, pp. 677.
s Note however that (2; 3) is not a generalization of(2; 1). In fact (2; 1), the problem
in three lines, is an exceptional case which arises when two lines coincide in the problem
for four lines.
300 H . J . M . Bos
this locus is generally a curve. PAPPUS states that for three and four lines the locus
is a conic section and that for more than four lines nothing is known about the
form of the locus.
2.2 DESCARTESsketches the general solution of the problem at the end of the
first book of the Gdomdtrie (pp. 309-314). His method is as follows. He sets
d~ = y (2; 5)
and he takes x to be the distance along Lt from a fixed point A to the intersection
of d~ with L,. He then shows by simple geometrical arguments that all d~ can be
expressed linearly in x and y:
di = aix + biy -+- ci. (2; 6)
He notes that in the exceptional case when all lines are parallel, x does not occur
in the expressions for the di.
He then remarks that the products d~ ... d,, d,+l ... dz~ and dn+t ... dz,-1 • a
become expressions in x and y of degree at most n. The conditions (2; I)--(2; 4)
can therefore be rewritten as equations. Equation (2; 4) for instance becomes 6
y(a2 x + bz.v + cz) ... (a,,x + b,,y -at- c,,)
0¢
= "~'(an+Ix + bn+tY + cn+1)... (aznx -'}- bz,d' + e2,,). (2; 7)
For n lines the equation will be of degree at most n. F o r n -- 1 lines the choice
o f di = y and the occurrence of a in the second product of lines implies that the
highest power o f x is at most n -- 1. Thus the equation is of degree at most n,
but the highest power o f x is at most n -- 1. This statement does not apply to
the problem with only three lines, which makes that one exceptional. Finally for
2n and 2n -- 1 parallel lines the result is an equation in one unknown, namely
y, of degree at most n; the locus then consists in a number of lines parallel to the
given lines.
DESCARTES goes on to consider how the points satisfying the requirements
o f the problem (the points on the locus) can be constructed. He chooses arbitrary
D~SCARTESdid not discuss the fact that as a result of this rewriting the di may have
negative values, whereas the obvious interpretation of the original problem would re-
quire the d~ to remain positive. The effect of this is that DESCARTESfound only one
curve as locus, while the original interpretation would lead to a locus consisting in two
curves. For instance in the four line locus (taking-~- = 1) D~SCAR~S worked out
$
y(azx + b2y ÷ c2) = (a3x -'k bay -}- c3) (a~x ÷ b.y ÷ c#),
and found one conic section as the locus. But if the d i were taken to be positive, the
equation would become
lY[ [a2x ÷ b2y ÷ e21 = la3x + b3y ÷ c3l la,,x + b,y + e,,l
or
Y(a2x + b2y + c2) = 4- (a3x ÷ b3y + ca) (a~.x ÷ bay ÷ c.),
that is, two conics.
Curves in Descartes' G~om~trie 301
values for y and then constructs geometrically the corresponding values for xo
In this way one can construct as many points as one wishes on the locus. In
Section 6 I shall discuss this type of pointwise construction in more detail. DES-
CARTESre_marks that for any chosen value of y, the corresponding x's are the roots
of an equation the degree of which is, for 2n lines, at most n, and for 2n -- 1
lines at most n -- 1. For three lines the result in general is an equation of degree 2.
The exceptional case of 2n -- 1 parallel lines leads directly to an equation in y
of degree n.
Thus the problem is reduced to the geometrical construction of roots of equa-
tions. DESCARTESthen anticipates results which he will explain in the third book
of the Gdom~trie. These results are the following: The roots of an equation of
second degree can be constructed by ruler and compass. The roots of equations
of third and fourth degrees can be constructed by the intersection of conics, in
particular the intersection of a parabola and a circle. The roots of equations of
fifth anc~ sixth degrees generally cannot be constructed by the intersection of
conics; more complex curves have to be used for them° It is possible to construct
these roots by the intersection of a circle with a certain curve of third degree
namely the "Cartesian parabola". On the basis of these results DESCARTESgives
at the end of the first book the following classification of the cases of the problems
of PAPPUS (G pp. 313-14):
a) 3, 4 or 5 lines, but not 5 parallel lines:
the equation in x is of degree ___2 and therefore points on the locus can always
be constructed with ruler and compass.
b) 5 parallel lines, 6, 7, 8 or 9 lines, but not 9 parallel lines:
the equation in x (or for 5 parallel lines, in y) is of degree ~ 4 and therefore
points on the locus can always be constructed by means of intersections o f
conics; in some cases, construction by ruler and compass only may be possible
(namely if the equations happen to be of degree < 2 or if they are reducible
to such equations).
c) 9 parallel lines, 10, 11, 12, 13 lines but not 13 parallel lines:
the equation in x (or in y in the case of 9 parallel lines) is of degree ~ 6; the
construction by means of intersection of conic sections will in general not be
possible and a more complicated curve will have to be used.
d) etc.
only construct points on a conic; one cannot construct or trace the conic as a
whole. Nevertheless DESCARTES considers such a pointwise construction of a
conic sufficient when it occurs as a locus. But when a conic is used as means
constrtiction DESCARTES sets stronger requirements. This occurs in the problem
for 6, 7, 8 or 9 lines (Case b in Section 2.2), where points on the locus are-construct-
ed by means o f intersections of conics with circles and straight lines. Apparently
DESCAR~S does not consider the conics involved here constructible by ruler and
compass, because if that were so the whole construction could be performed by
ruler and compass, and that is what DESCAR~S denies. Hence pointwise construc-
tions o f conics are not acceptable if these conics themselves serve as means o f
construction; in that case their construction must satisfy stronger criteria. F o r
higher-order curves too, the construction has to satisfy different criteria according
to whether the curve occurs as a locus or serves as a means o f construction of
points on a locus.
The reason for a stronger requirement when ~he curve is used as a means of
construction is that it is then supposed that the intersections of the ~urve with
circles, straight lines or other conics can be found° But if a curve is given only
through a pointwise construction as in the locus case, its intersections with other
lines cannot be determined. To illustrate this let C~ and Cz be two conics (see
Figure 2) whose equations are given (or equivalently whose vertices and diameters
C~ /f
A B
/y
Fig. 2
are given) and whose intersections I and J we want to construct. Let AB be the
axis of the x's and Y the direction of the y's. Points on C1 and C2 can be construct-
ed by ruler and compass by taking arbitrary values for x and constructing the
corresponding y's. But I and J cannot be accurately constructed in this way;
we can approximate them but their exact position would only be found if acciden-
tally we started our construction with xt or xl.
I f a curve is used as means of construction, it must be possible to find its
intersection with other curves. A pointwise construction is not sufficient for that
purpose. Instead one obviously needs a method o f tracing the curve by a con-
tinuous motion, so that the intersections with other lines are actually marked.
We will see (Sections 4 and 5) that the requirement that curves be traceable by
continuous motion is crucial to DESCARTES' Gdomdtrie.
304 H.J.M. Bos
3.3 In the second and the third part.of the programme algebra could be used
quite openly, and it formed the crucial tool. DEScARTEs used the degree of the
curve equations to classify the curves according to their simplicity. He divided
them into classes ("genres"); the first class consisted of the curves with equations
of 2nd degree; these are the conic sections. DESCARTESdid not incorporate straight
lines in his classification. Curves with equations of the 3ra and 4th degree were
of the second class; those of the 5th and 6th degree were of the third class, etc.
(G p. 319).
DESCARTESstressed elsewhere that in constructions we should always use curves
of the lowest possible class (G p. 371). He noted that within one class some curves
may be simpler than others, in the sense that one cannot construct such compli-
cated problems with them as one can with the others. For instance, the circle
is of the first class, but there are constructions that can be performed with the
other curves of that class (the conic sections) but not with the circle. DESCARTES
aisomentioned the conchoid as an exceptional curve within the second class
(G p. 323), but he did not discuss how to distinguish the exceptional curves from
the other curves within one class.
It is not quite clear why DESCARTES,after taking the conic sections as the first
class of curves, lumped all curves of the third and the fourth degrees together in
the second class, those of the fifth and sixth degrees in the third class, and so forth.
DESCARTESexplained that he did so because there is a general rule whereby fourth-
degree problems can be reduced to third-degree ones, and sixth-degree problems
to fifth-degree ones (G p. 323). It seems likely that for problems of fourth degree
and third degree he had in mind FERRA~'S rule for reducing equations of fourth
degree (in one unknown) to ones of third degree. But there is no such rule for
equations of sixth and fifth degrees, so in this case DESCARTESwas making rather
a~rash extrapolation. 1°
The classification may also have been connected with the methods used for
constructing roots of equations by the intersection of curves. The roots of equations
of the third and fourth degrees can be constructed by circle and parabola, those
o f fifth and sixth degrees by circle and Cartesian parabola. In other words, by
introducing one higher curve as a new means of construction one can construct
roots of equations o f two successive higher degrees. But there is a puzzling aspect
here. DESCARTES'classification was for curves serving as means o f construction,
whereas this argument would classify problems rather than devices for construc-
tion. In fact, the degree o f the constructing curves (parabola, degree 2, Cartesian
parabola, degree 3, etc.) rises by steps of one.
In DESCARTES' classification, and especially in his arguments about the sub-
division within one class, there is a contradiction between algebraic criteria o f
simplicity (the form o f the equation, in particular its degree) and geometrical
criteria of simplicity (the use of the curve as a device for construction). The special
role that the circle plays in the first class shows that the classification is not really
adequate for dinstinguishing the means of construction. I shall return to this
contradiction in cofinection with pointwise constructions in Section 10.
3.4 For the third part o f the p r o g r a m m e - - t o find the simplest geometrical
construction o f the solution of a given geometrical problem - the crucial tool
again was algebra. A problem should be reduced to an equation in one unknown
(G pp. 300-302). Then the roots of this equation should be constructed geometric-
ally by the intersection of certain curves, which should be as "simple" as possible,
that is, of the lowest possible class. The simplicity of the curves by which a prob-
lem could be solved determined the class to which the problem belonged° Here
DEscAR~s followed classical usage and called problems plane if they could be
solved by circles and straight lines, and solid if they also required a conic section.
DESCARTES devoted most o f the third book o f the Gdomdtrie to this point of the
programme. He proved there that every equation of third or f o u r t h degree could
be constructed by the intersection of a circle and a parabola, and every equation
o f fifth or sixth degree equation by the intersection of a circle and a Cartesian
parabola? x
3.5 At the beginning o f the third book of the Gdomdtrie DESCARTESgave a suc-
cinct formulation o f t h e p r o g r a m m e which I have been describing:
Although all curved lines which can be described by some regular movement
must be admitted in geometry, this is not to say that for the construction of
~ For details of this construction see G pp. 402--411 and WnrrEsmE'S note in The
mathematical papers of lsaac Newton (ed. D. T. WHrlmSZDE, Cambridge, 1967-) vol. 1
(1967), p. 495, note 15. DESCARTES wrote the equation as y6 _ p y S -k qy~ - - r y a +
sy z -- ty + v = 0, where he intendedp, q, r, s, t, and v to be positive. He mentioned
as a condition for his construction that pZ be smaller than 4q. He stated that if this
condition is not satisfied, a substitution y ~ y + c with c large enough will yield an equa-
tion which satisfies the condition. The substitution and its inverse correspond to straight-
forward geometrical constructions~ so the construction of the roots of the resulting
equation yields also the roots of the original equation. In fact DESCARTES'construction
tacitly assumes some further conditions for the coefficients (such as for instance the
arrangement with positive factors and alternating signs), but an these conditions can
be satisfied by performing the substitution y ~ y + e with c large enough. The construc-
tion is therefore general and can be used to find the roots of any equation of sixth degree.
Curves in Descartes' G3om3trie 307
any problem we may use indifferently the first one that occurs. We must al-
ways take care to choose the simplest through which the solution is possible.
And it should be noted that by simplest curves one should understand not
only those which can most easily be described, nor those which make the con-
struction or the proof of the proposed problem easier, but primarily those
of the simplest class which can be used to determine the required quantity.
(G p. 369'-370)
Thereupon came an example of the construction of two mean proportionals
between two given line segments by means of curves traced by a certain machine
(which I shall discuss in Section 5.1). DESCARTESremarked that this construction
might well be the easiest possible construction and might provide the clearest
proof, but it used curves of a higher class than necessary and therefore
... it would be a mistake in Geometry not to use them [namely curves of a
simpler genre]. On the other hand it is als0 a mistake to try in vain to construct
a problem by a simpler class of lines than the nature of the problem allows.
(G p. 371)
5.1 DESCARTESsaid that to trace the curves that are acceptable in geometry,
"'nothing else need be supposed than that two or several lines can be moved one
by the other and that their intersections mark other lines" (G p. 316). In the second
Curves in Descartes' G~om~trie 309
book of the G~omdtrie he gave two examples to illustrate the kinds of motion
he had in mind.
The first example concerned the famous instrument of Figure 3 (G p. 318 and
p. 370).
/
! /
/ / ,Q"
Fig. 3
ceived in a clear and distinct way, and is therefore acceptable in geometry. The
instrument was a precise illustration of the description, given above, of acceptable
tracing motions:
a continuous motion, or(-) several motions following each other the last of
which are completely regulated by those which precede. (G p. 316)
Here the first motion is the rotating motion of the rulers YX and_ BC, the subse-
quent motions are those of the rulers CD, DE, EF, etc. ;BC regulates the motion
of CD, CD that of DE and so forth.
The text, and especially the use of the key words, clear and distinct ("nette-
merit", "distinctement", G p. 318), show that DESCARTESsaw a paraIlet between
the series of interdependent motions in the machine, all regulated by the first
motion, and the "long chains of reasoning" in mathematics, discussed in the Dis-
cours de la Methode, which, provided each step in the argument is clear, yield
results as clear and certain as their starting point. ~2
5.2 But the example of the instrument of Figure 3 did not cover all the com-
binations of motions which DESCAaTm had in mind, because it involved only
straight lines as moving parts. When DESCARTES wrote "nothing else need be
supposed than that two or several lines can be moved the one by the other, and
that their intersections mark other lines", he also had moving curved lines in
mind. This becomes clear in a series of further examples. These concerned a tracing
process whereby new, more complicated curves are generated from the motion
of simpler curves and straight lines. DESCARTESproceeded as follows (G pp. 319 if;
see Figure 4):
. . , ....... ...
j,4 ~ , "
,*®q C °
/J A
Fig. 4
! IK
/ I ~
Fig. 5
Then DESCARTESreplaced the circle by a parabola (see Figure 6), and stated
that the resulting curve would be the "first and simplest curve for the problem
of PAPPUS if there are only five lines given in position" (G p. 322). The curve
played a central role in DESCARTES" Gdombtrie; it became later known as the
II
!
"~'\ / l
I
\ / I
\\ / I
,, / I
I
Fig. 6
312 H. L M. Bos
in the case where L~, Lz, L , and L3 (in that order) are equidistant and parallel, and Ls
is perpendicular to the other lines; a is the distance between Lz and Lz, and all the
distances di are take n perpendicular to Lt. The equatio~i of the curve is:
y a _ 2ayZ _ aZy + 2a 3 = a x y .
Compare the figure (from G~ p. 336). The lines L i are GF, E D , I H , A B a n d G A respectively.
The distances are taken perpendicular to the lines, d l = CF~ d2-----CD, d3 = CH,
d,, -~ C B ~-- y~ ds = C M = x. G L is the ruler moving around G. C K N is the parabola
moving vertically along its axis ~lB. G E C is the branch of the "Cartesian parabola"
described by C~ N I O is the branch described by the other intersection N , cGc and o l n
are the branches of the other "Cartesian parabola" which occurs if the distance to Ls
is taken to be positive in the other direction.
In the third book DESCARTESexplained how this curve can be used for finding
the roots of a sixth degree equation (G p. 403); he discussed there in more detail
how the curve was traced by the combined motions of a ruler and a parabola.
In the passage from the second book where he introduced this curve DESCARTES
said that it was o f the second class. Furthermore he claimed that if a curve o f the
second class was used in the tracing, the resulting curve would be of the third class
etc. (G p. 322), b u t h e did not prove this. 15
5.3 The linkage machines and the device of a moving curve whose intersection
with a ruler traces new curves are the examples which DESCARTESgave to illustrate
his concept o f tracing curves by combination o f motions. It is a fundamental
concept because DESCARTES stated that he would introduce new curves only if
they were traceable in this way. This means that there were other curves which
he would not accept as geometrical because they could not be traced in this way.
As examples DESCARTES mentioned the spiral and the quadratrix. However, both
the spiral and the quadratrix can be traced by a combination of continuous mo-
tions; they were in fact defined in such a way. DESCAR~.S had therefore to specify
a further requirement for the motions in order to rule out these curves. Before
discussing this requirement I shall indicate the ways in which the two curves men-
tioned can be traced by continuous motions.
The Archimedean spiral 16 (see Figure 7) is described by two motions, one
rotatory motion of a ruler OR which turns uniformly around O, and one recti-
linear motion of a point P which moves uniformly along the ruler OR. The point
P traces the spiral.
Fig. 7
0 C
Fig. 8
6.1 As we have seen (Section 2.2), DESCARTES solved the problem of PAPPUS
by constructing arbitrarily many points on the locus. The method was as follows:
first derive the equation of the locus in indeterminates x and y; then choose an
arbitrary value ~7for y and form the equation in one unknown for the correspond-
ing value or values of x; then solve this equation geometrically, that is construct
the root or roots ~; and finally construct the point or points with coordinates ~:,r/
on the locus. By repeating this process~ taking other values for y, one can find
arbitrarily many points on the locus. However, it is not at all obvious that this
construction can be regarded as a satisfactory construction for the whole curve
which forms the locus. It is not a construction by continuous motion. The process
yields only a finite number of points on the curve. And generally it is not possible
to use this construction for determining the intersection of the locus with a given
curve (cf. Section 2.4).
In his discussion of the problem of PAPPUS in the first book of the Gdomdtrie
DESCARTES did not say whether this pointwise construction could be considered
as a construction of the locus as a curve. In the case of the three-line and four-line
problems, where the locus is a conic, DESCARTESdid not stop after giving the point-
wise construction; he also indicated how in each case the position of the vertices,
axes, latus rectum and latus transversum z° could be found, thus giving a represen-
tat.ion of the locus curve by naming it (ellipse, hyperbola etc.) and giving its basic
parameters (G pp. 327-332). However, later on in the second book DESCARTES
returned to pointwise constructions of curves and stated that, in certain cases,
curves constructed pointwise should be accepted in geometry.
t9 Rectifications of algebraic curves were found around 1658, independently, by
VAN HEURAET, NEILE and FERMAT. See for instance M. E. BARON, The origins o f the
infinitesimal calculus (Oxford 1969), pp. 223-228.
zo Latus rectum and latus transversum are the classical terms for certain line segments
occurring in the defining properties of conic sections. If the vertex of the conic section
is taken as origin and the X-axis is along the diameter, then the latus rectum a and the
latus transversum b occur in the analytical formulas for the conics in the following way:
y2 _ ax (parabola); y~ = ax -- ~b x2 (ellipse); y z = ax q- ~ x z (hyperbola).
316 H . J . M . Bos
He made this stament when dealing with the five-line locus problem
dl°dzoaa=a,.as.a. (6; 1)
DESCAR~S solved the problem for two special cases, both involving four equi-
distant parallel lines and the fifth line perpendicular to the others. He took the
position of the lines as in Figure 9a and 9b, respectively. In the first ease (G
pp. 335-339; cfi section 5.2 and note 14) he found that the locus was the "Carte-
sian parabola" which he had introduced earlier as the curve described by a com-
bined motion o f a ruler and a parabola. F o r the second case DESCARTES gave
only a property o f the locus (formulated in a rather obscure wayZ~), from which
at best a pointwise construction could be derived (G p. 339); he did not explain
how that locus could be traced by a continuous motion. He then decided not to
give any more details because he had already indicated in the first book how
points on the locus could generally be constructed:
As to the lines serving in the other cases, I shall not bother to distinguish thena
into different kinds, for I have not undertaken to say everything. And now
1 a- 1 (yZ - ' T 9 a z ) ,
W~ T !
we find
w:a =a:(x-a).
If we now take the "vertex" in DESCARTES'text to be the point V ( x = a, y = 0), and draw
the parabola
2aw = y2 - - - ~9- a ,
with w taken along the X-axis from V, then the required curve and the parabola are
related in such a way that for points (x, y) and (z, y) on either curve with equal ordinates
y, the abscissae x - - a and w (taken from IF) satisfy
w:a=a:(x --a).
This corresponds to what DESCARTESsays, but he does not specify that in this ease the
conic section is a parabola. If the conic section and the position of the vertex are given,
DESCARTES' description implies a pointwise construction of the curve.
Curves in Descartes' G~om~trie 317
L~ Lz L~ L~ LZ L~ L5 L;
(7 6, 6' 6,
L5
a b
Fig. 9
that I have explained the way to find an infinity of points through which they
pass, I think that I have sufficiently explained the way to describe them.
(G p. 339)
Thus DESCARTrS stated that pointwise constructions are sufficient to describe the
curves.
0 D C
Fig. 10
in 2, 4, 8, 1"6 etc. parts (this can be done with ruler and compass) and do the same
with the radius OA. Then draw radii such as OR to the points of division on A R C
and draw horizontals such as TS through the points of division of OA. The
intersections, such as S, of corresponding radii and horizontals are on the quadra-
trixo In this way arbitrarily many points on the quadratrix, lying arbitrarily close
z2 This pointwise construction follows immediately from the description of the qua-
dratrix by continuous motion; see Note 17. T. L. H~TI-I mentions the construction in
his A history of Greek mathematics (2 vols, Oxford 1921), vol. 1, p. 230, as a means to
find points on the curve near D (Figure 9) and thus to approximate D. But he gives
no reference to classical sources containing this construction.
318 Ho L M. Bos
2a The ovals which DESCARTESdiscusses on pp. 352-368 of the G~om~trie are curves
whose surfaces of revolution provide shapes of lenses with the property that light rays
coming from one point converge, after passing through the lens, to another point (and
variants of this property). DESCAXT~Sexplains how these ovals can be constructed when
the positions of the light source and the converging point, and the refractive index of
the lens material, are given.
Curves in Descartes' Gdomdtrie 319
L R
Fig. 11
Let two lines (see Figure 11) be given, intersecting in A at a given angle. A lies
between the points F and G on the one line; the ratio of A F to AG is given. R
lies on the other line, AG = AR. To construct points on the oval, take an arbi-
trary point K on AG. Draw a circle with centre F and radius FK. Draw KL per-
pendicular to AR. Draw a circle with centre G and radius RL. The two inter-
sections of the two circles lie on the oval. By repeating this construction starting
from other points K on AG, arbitrarily many points on the oval can be found.
The construction yields a geometrical curve, because the choice of Kis completely
arbitrary.
7.1 The passage in the second book on the geometrical acceptability of curves
given by pointwise constructions was followed by a passage about a third way of
representing curves, namely tracing them with machines involving strings. The
title in the margin of that section is:
And which curves that one describes by means of a string can be accepted.
(G p. 340)
DESCARTES then referred to his Dioptrique z4, in which he had given constructions
by strings for the ellipse and the hyperbola. The construction for the ellipse is
the well known "gardener's construction" (see Figure 12): A string is fixed in
the points A and B. It is stretched by a tracing pin T which is moved around A
and B, the strings being kept straight. It then traces an ellipse with loci A and B
(A.T. 6, p. 166).
Fig. 12
z,, La Dioptrique, one of the three essays of the Discours; in DESCARTES'¢~Euvres
(see Note I), vol. 6, pp. 79-228.
320 H. 3"oM. Bos
Fig. 13
For the hyperbola (see Figure 13) a ruler AR pivots at A; a string is fixed at B
and at point R on the ruler. The string is stretched by a tracing pin T which is
kept against the ruler. When the ruler is turned around A with T kept fixed to
the ruler and A T stretched, T describes one arm of a hyperbol~i with loci A and B
(A.To 6~ p. 176).
It should be noted that in the Dioptrique DESCARTEScalled this construction
of the ellipse "rather rough and not very exact" (A.T., 6~ p. 166) but thought that
it was a better means for understanding the nature of an ellipse than the section
of a cone or a cylinder. In discussing the construction of the hyperbola DES-
CARTESpictures "a gardener who uses it to mark offthe border of some flower bed"
(A.T. 6, p. 176). Nevertheless, in the Gdomdtrie DESCARTESaccepted these construc-
tions as genuinely geometrical representations of curves. This shows that he was
more concerned that his constructions should be clear and comprehensible in
principle than that they should be accurate in practice.
7.2 But constructions by strings could be used also to trace curves which
DESCARTES did not accept as geometrical. DESCARTES mentioned this but did
not give examples. He may have had in mind a method similar to the one which
HLIYGENSin 1650 suggested for tracing the spiral 25 (see Figure 14, which is HoY-
GENS' sketch): A ruler AB pivots in Bo Around B there is a circular disk E H
I
t
%
Fig. 14
2~ See C. HUYGENS, (~uvre$ Complbtes (22 vols. The Hague 1888-1950) vol. 11,
p. 216; a note from 1650.
Curves in Descartes' G~omOtrie 321
fixed to the plane. A string EAD is fixed to the rim of the disk in E, slung around a
small pulley at A and led along the ruler to the centre. A drawing pin is fixed at
the end D of the string. If the ruler is moved around counter-clockwise, the string
winds up round the disk, the pin D is drawn along the ruler and describes an
Archimedean spiral on the plane. DESCARTESwas certainly able to devise machinery
of this kind for tracing the quadratrix.
DESCARTES had to exclude this way of using string in tracing curves. He did
so by excluding the cases where the string is partly curved and partly straight and
where during the motion curved parts change into straight ones or vice versa.
His reason for excluding these cases was, as I have discussed above (Section 5.3),
his conviction that ratios between straight and curved lines cannot be given
exactly° DESCARTESargued as follows:
Nor should we reject the method in which a string or a loop of thread is used
to determine the equality of or the difference between two or more straight
lines which can be drawn from each point of the required curve to certain other
points or towards certain other lines at certain angles. We have used this
method in the Dioptrique to explain the ellipse and the hyperbola. It is true,
though, that one cannot accept in geometry any lines which are like strings,
that is, which are sometimes straight and sometimes curved, because the pro-
portion between straight lines and curved lines is not known and I even believe
that it can never be known by man, so one cannot conclude anything exact
and certain from it. Nevertheless, because in these constructions one uses
strings only to determine straight lines whose lengths are perfectly known, this
should not be a reason for rejecting them. (G pp. 340-341)
°°.~., .°o.'°
Fig. 15
322 H. J. M. Bos
turned around F and in that motion the tracing pin C traces the oval. The points
F, A, Kand G on the axis can be chosen such as to give the oval the required optical
properties.
tion was given afterwards, and clearly not as a representation of the curve b u t
as a means of proving that the curve solves the five-line locus problem (G p. 337),
or as a means to determine its tangents (G p. 344). For readers to whom the de-
scription of the curve by ruler and parabola "seems difficult" DESCARTESadded
as an alternative representation a pointwise construction, but not the equation
(G p. 407).
The conclusion from these facts must be that for DESCARTES.the equation of
a curve was primarily a tool and not a means of definition or representation.
It was part of a whole collection of algebraic tools which in the Gdomdtrie he showed
to be useful for the study of geometrical problems. The most important use of the
equation was in classifying curves into classes and in determining normals to
curves. Here the equation must actually be written out. In many other cases
DESCARTES could get through his calculations about problems without writing
down the equation of the curve explicitly.
9. Geometrical curves
9.1 Within his programme for geometry, DESCARTESdid not, and could not,
simply state that geometrical curves are those which admit algebraic equations.
But how did DESCARTESsee the class of geometrical curves ? Did he really consider
this class to be the same as the class of curves admitting algebraic equations, and
did he think that every such equation could occur as the equation for a geometric-
al curve ? And was he aware of the extension of the class of curves which he decided
to banish from geometry? I shall deal with these questions in this section.
DESCARTES stated firmly that all geometrical curves have equations. After
explaining the curve-tracing machine discussed in Section 5.1 he wrote:
I could give here several other ways of tracing and conceiving curved lines,
which would be more and more complicated by degrees to infinity. But to
understand the totality of all curves that are in nature and to distinguish
and order them in certain classes, I do not know a better way than to say that
aU points of those that can be called geometrical, that is those which admit
some precise and exact measure, necessarily have some relation to all points
of a straight line, which can be expressed by some equation, the same equation
for all points. (G p. 319)
He went on to explain how these equations can be found for the curves traced by
the machines discussed in Section 5.2.
The converse question, namely whether all algebraic equations describe geo-
metrical curves, is a much more difficult one and DESCARTESdid not answer it
explicitly. Taken in its strict sense the question is whether for every algebraic
equation a tracing machine, or a combination of continuous motions in the sense
explained in Section 5, can be found which describes the curve having that equa,
tion. DESCARTES did not deal explicitly with that question anywhere. However,
it is such a fundamental question in the whole Cartesian programme of geometry
that it seems very unlikely that DESCARTESwas unaware of it. His silence on this
324 H.J.M. Bos
question must be due to his inability to answer it. It is not surprising that DES-
CARTES could not answer it; a proof that the answer to the question is positive
was found only in the 19th century. 26
Implicitly, DESCARTES' answer to the question was positive. An equation of
a curve implies a pointwise construction; one takes successive fixed values for one
of the variables, say for y, and constructs geometrically the corresponding values
for x as the roots of the resulting equation in x. DESCARTESwas convinced that
this could always be done. In the third book of the Gdomdtrie, he showed that the
roots of equations (in one unknown) up to the sixth degree can be found by the
intersection of geometrically acceptable curves, and he claimed that the same can
be done for equations of higher degree (G po 413; c f Section 3°4)° This is how
DESCARTESsolved the problem of PAPPUS and he even claimed that every equation
can arise as the equation for the locus in a problem of PAPPUS in some number
of lines. Hence algebraic equations yield pointwise constructions for the curves
they describe and these constructions are acceptable in geometry because one has
a complefely free choice of starting point for the construction of the points (namely,
the choice of the y; see Section 6.2). Moreover, DESCARTES claimed that such
pointwise constructions of curves are equivalent to tracing by continuous motion,
and hence, implicitly, he claimed that all algebraic curves are geometrical in the
sense of being traceable by continuous motion.
It is clear that the crucial step in this argument is the equivalence of pointwise
constructions and constructions by continuous motion. Through this equivalence,
curves described by equations acquire a status in geometry equal to that of curves
traced by continuous motion. But we have seen that DESCARTES' arguments for
the equivalence were weak (Section 6.2). He must therefore have had strong
reasons for incorporating the equivalence in his geometry. In Section 10 I shall
say something more about his reasons and about some conclusions which may be
drawn from these concerning the formation of DESCARTES' ideas in geometry
in the years before the publication of the G~om~trie.
parts. In one study 2s the idea of a curve representing the relation between corre-
sponding parts on each axis seemed to underlie his argument. In another study 29
he actually drew that curve, called it the linea proportionum and recognized it as
belonging to the same class as the quadratrix:
The line of proportions is io be put in the same class as the quadratrix for it
is generated by two motions, one circular and one straight, which are not
subject to each other. (A.T. 10 pp. 222--223)
It is not clear how DESCARTES got the (wrong) idea that the line of proportions
is generated by a combination of a straight motion and a circular motion; perhaps
he was thinking only of the quadratrix when he mentioned these motions. The
figure in the published text suggests that he had no clear idea about the form of
the curve.
There:is no evidence that DESCARTESbefore 1637 actively studied transcendental
curves other than the quadratrix and the spiral. But shortly after the publication
of the Gdom~trie we find DESCARTESdiscussing the logarithmic spiral in a letter to
MERSENNE3° and another logarithmic curve in connection with one of the prob-
lems set by DEBEAUNEal. Around this time he also studied the cycloid. 3z In
the case of DEBEAUNE'S problem DESCARTESdid not explicitly recognize that the
curve was connected with logarithms~ although he may well have seen the link.
He worked out two motions which together describe that curve and he found that
these two motions
F r o m the little information we have, then, it seems that before the publication
of the Gdorndtrie DESCARTESmay have had the idea that by rejecting the quadratrix,
the spiral " a n d the like" (G p. 317) he was not really rejecting any interesting curves
but only those originating from motions which involve the relation between
curved and straight lines. Shortly after 1637 he came upon several other "non-
geometrical" curves; some of them obviously did not depend on the relation
between curved and straight, and some of them were indeed quite interesting.
28 A.T. 10, pp. 77-78; the study dates from before December 1618.
29 A.T. 10, p. 222-223, from 1619-1621.
30 DESCARTES to MERSENr~ 12-9-1638; A.T. 2, pp. 352-362, in particular p. 360.
3t For DESCARTES' solution of DEBEAUNE'Sproblem see his letter to DEBEAUNEof
20-2-1639; A.T. 2, pp. 510-519, and C. J. SCRIBA, "Zur L6sung des 2. Debeauneschen
Problems durch Descartes", Arch. Hist. Ex. ScL 1 (1960-1962), pp. 406--419.
32 M E R S E N N E mentioned the cycloid and ROBERVAL'Sstudies on the quadrature
in his letter to DESCAaT~S of 28-4-1638 (A.T. 2 pp. 116-122). In his answer of 27-5-1638
(A.T. 2 pp. 134-153) DESCARa'~S said that he had never thought of the curve before
(po 135). He discussed the curve and its properties in several subsequent letters to MER-
SENNE.
326 H.J.M. Bos
Fig. 16
and equal distances from A, there are adjusted links FG, 11t, KG, and LtL all
equal in length° FGand KG are joined such that G can move along ruler AC; I H and
L H are joined such that H can move along ruler AD. If a given angle o~has to be
trisected the compass is opened until ~ BAE is equal to o~; then ,sY.BAC is equal
to ~- a. Alternatively (see Figure 17) let the point G trace a curve MG by opening
the compass while leaving ruler AE fixed. If angle o~has to be trisected one draws
the angle at A with one arm along AE, chooses a point F" on the other arm such
that AF' = A F and draws a circle around F" with radius FG. Through the inter-
section G' of the circle and the curve one draws AG'. Then ~ F A G ' = ~ ~ F'AE
~_~_1~.
Fig. 17
34 See the chapter "On the problems known as neuseis" in The works of Archimedes
(ed. T. Lo HEATH,Dover edition), pp. c-exxii, in particular po evil. For the conchoid see
also Figure 5.
Curves in Descartes' G~om~trie 329
and the ruler) need not be less geometrical. Curves that can be traced by one single
continuous motion such as that provided by the compasses are acceptable means f o r
geometrical construction. There are also problems that can be constructed only
by curves traced by a combination of motions that are not subordinate to each
other. Such curves are "imaginary"; an example is the quadratrix. All problems
can be solved with such curves, but DESCARTES wishes to classify the problems
that can be solved by acceptable geometrical curves. These elements of the pro-
gramme of 1619 were all to be found in the Gdomdtrie as well. But several points
of the programme of the Gdomdtrie were still lacking in 1619. Most notable was
the absence of algebra. It is true that DESCARTESenvisaged geometrical solutions
of algebraic equations by means of compasses, but algebra did not yet play a role
in the classification of geometrical means of construction according to their sim-
plicity, nor in a method for finding the simplest possible constructions. It seems
likely.that by 1619 DESCARTES envisaged classifying the constructing curves
according to the simplicity of the compasses used to draw them. A trace o f this
is found in the G~omdtrie where DESCARTES, in discussing the compass for mean
proportionals, said
I do not believe that there could be an easier method to find as many mean
proportionals as one wishes, nor one whose p r o o f would be more evident,
than to use the curved lines traced by the instrument X Y Z . . . . (G p. 370)
But DESCARTESwent on to say that the curves traced by that instrument are o f a
higher class than necessary and that therefore they should not be used in a truly
geometrical solution o f the problem to find mean proportionals (G p. 371). We
may conclude that by 1637 DESCARTES' algebraic criterion for the simplicity of
curves, namely their class, defined via the degree of the equation, had replaced,
and indeed was in conflict with an earlier criterion f o r simplicity, namely the sim-
plicity of the compass and of the resulting p r o o f of the construction.
The other element not in the programme of 1619 concerned loci and pointwise
constructions. In 1619 DESCARTESdid not wish to introduce new curves in geometry
for purposes other than constructions. The problems r o b e constructed had one
solution or a finite number of solutions° In 1619 DESCARTES did not consider the
case where the solutions are infinite in number forming a locus which, by the
nature of the process of solving the problem, is constructed pointwise. Hence he
was not faced with the problem of whether or not such curves should be accepted
in geometry and according to which criteria.
It was probably shortly after his letter to BEECKMAN of March 1619 and before
November 1620 that DESCARTES studied the construction o f problems through
the intersection o f conics and found the solution of all equations of third and fourth
degree through the intersection of a parabola and a circle. This must have given
him the idea that the conics are the class o f constructing curves immediately
following the circle and the straight line.
This idea may have led him to search for a construction of all equations of
fifth and sixth degrees through the intersections o f a circle with one special curve
more complicated than the conics. He succeeded in finding this construction;
the curve is the Cartes/an parabola; the construction is explained at the end of
Book 3 of the G~om~trie (G pp. 402-411 ; cf. Section 3.4)° But we do not know
the date of this discovery36o These results must have induced DESCARTESto con-
sider that the degree o f the equation of the curve, rather than the simplicity of
the tracing machine, was the criterion for the geometrical simplicity of curves
used in constructions. ~
The other new aspect, loci "and pointwise constructions, probably was in-
corporated into DESCARTES' programme in 1631 when GOLIUS suggested that he
might try his hand at the problem of PAPPUS. We know that Dw:SCARTESsolved
the problem in a number of weeks and that the solution appearing in the G~o-
m~trie is essentially the one he sent to GOLIUS in January 163237° This study must
have turned DESCARTES' attention more to algebra, to the equation as embodying
all the information about the curve, to the need to incorporate all curves admitting
algebraic equations in g e o m e t r y a n d to the need to admit pomtwise construction
for curves.
10.S However, more important than the chronology of the changes in D~S-
CARTES' geometrical ideas is the fact that these changes explain the basic contra-
diction in DESCARTES' programme in the G(omdtrie. The programme of 1619
theory of equations. This fits in well with the chronology of DESCARTES'changing ideas
about geometry. Also SCt-IUSTER'Sstudy provides an illustration of DESCARTES'attitude
to contradiction and failure in his programmes (i.e. the programme of universal mathe-
matics) which seems to correspond well with what I find about DESC~TES' attitude to-
ward the failure of his earlier programme for geometry°
as It seems likely that this discovery was made later than 1628, for we have a note by
BEret:MAN about his interview with DESC~a~T~S in October 1628. D~SC~atTEShad ex-
plained to BEI~CKMANthe construction of the roots of any equation of the fourth degree by
the intersection of a circle and a parabola. BEECrdaAN noted that "M. DESCARTESmade
so much of this invention that he confessed never to have found anything superior himself
and even that nobody else had ever found anything better" (A.T. 10, p. 346)° It is not
likely that DESCARTESwould have made this kind of comment if by that time he had al-
ready known the general construction of the roots of equations of 5th and 6th degrees.
37 See DESCARTES'letter to GOLXUSof January 1632, A.T. 1, pp. 232-236. Dr SCART~S
refers to an "rcrit" sent earlier to GoLms; this "rcrit" has been lost. In the letter DEs-
CARTESadds a definition of classes ("genres") of curves. The definition is not clear and
the terminology is quite different from that used in the Gdom~trie. Still, from the further
indications in the letter, it seems likely that DESCARTEShad by that time found the essen-
tial elements of the solution of the problem of PAPPUS as it appeared in the G~ora~trie
and that the "~crit" sent to GoL~s contained a condensed version of this solution.
Curves in Descartes' Gdomdtrie 331
10.6 We now have the answer to the question raised in Section 10.1, namely
why DESCARTESkept the criterion of tracing by continuous motion for the geo-
metrical curves, and why he did not simply define geometric curves as those which
have algebraic equations. As we have seen, the whole structure of his G~om~trie
depended on the conception of construction by the intersection of geometrical
curves. For DESCARTES, these intersections were actually found or constructed
only if the curves could be traced by continuous motion. In that case one can
conceive clearly and distinctly that the intersections are found. If he were to re-
nounce his criterion of tracing by continuous motion and at the same time keep
to his programme of construction by the intersection of curves, he would have
to state as an axiom that for all curves having an algebraic equation the inter-
sections are given or constructible.
It is evident that DESCARTEScould not do this. An axiom which states that the
intersections of curves are constructible is by no means clearly and distinctly
evident, so it would not satisfy DESCARTES' criterion for accepting a statement as
a basis for further argument.
Moreover, by adopting this approach DESCARTEScould no longer claim that
he was doing geometry; he would be doing some kind of algebra. But that would
mean giving up the principal aim of his work; to bring order into the science of
geometry.
332 H. Jo M. Bos
Finally, the whole structure of the Gdomdtrie, which was based on finding
the simplest constructing curves for a given problem, would lose much of its
meaning. If the intersections of all algebraic curves are by axiom constructible,
there is no evident reason for findifig the simplest curves for a given problem~
and hence there is not much point in finding constructions for roots of equations.
The roots of an e q u a t i o n x ~ + ax ~-~ -+- . . . . 0 are the intersections of the curve
y = x n q- ax ~-~ ÷ .o. with the straight line y -----0; thus they are already given
as intersections of curves with algebraic equations.
We see that DESCARTEScould not give up his definition of geometrical curves
by continuous motion because then he would have lost the claim of doing geometry
and hence the rationale of the whole structure of his work would have been
destroyed.
11. Conclusion
11.1 As I hope I have shown, the representation of curves is the key to under-
standing the structure of DESCARTES' Gdomdtrie and its underlying programme.
Although there were contradictions in the structure and the programme, there
was an underlying unity of vision. DESCARTES had this vision as early as 1619,
but it did not find its clear expression until the Gdomdtrie of 1637o According
to this vision geometry can and should be structured, and the bewildering jumble
of problems, methods and solutions, in which it is impossible to know where the
problems end and the solutions begin, can and should be cleared up. DESCARTES'
view, in short, was that geometry concerns a surveyable, "orderable" collection
of well defined problems, well defined also in the sense that there are clear criteria
of adequacy for their solutions. DESCARTESleft it to his successors to work out the
programme, to find its limitations and to come to terms with its contradictions.
Appendix
P~(v) (x, y) = (aix -t- biy -I- ci) -- ~ [ I (aix + biY -t- ci).
i~l i~n+l
P~ maps V~ into the space of polynomials in two variables with real coefficients.
Curves in Descartes' Gdomdtrie 333
If none of the factors aix + biy + ci is constant (i.e. if for all i, as ~ 0 or b~ ~ 0),
then
t'.(v) (x, y) = o
is the equation of the locus of a problem of PAPPUS in 2n lines. Let these lines be
called L~; they have as equations
aix + biy + ci = O.
Taking into account the possibility that some of the factors may be constant, we
see that
en(v) (x, y) = 0
is the equation of the locus of the following generalized problem of PAPPUS:
Given k + l lines, with k _<__n and l ~ n, find the locus of points in the plane
such that the ratio of the product of their (oriented) distances to the first k lines
and the product of their (oriented) distances to the last l lines is constant.
This is a natural generalization of the original problem of PAPPUS. All 2m-line
and ( 2 m - O-line problems with m =< n occur among the P~(v)(x, y). I shall
call a polynomial that can be written as P~(v) for some n and some v E V~, a Pappus
polynomial. PAX'PUS polynomials are those polynomials which can be written
as the difference between two polynomials each of which can be decomposed
into linear factors. DESCAR~S' assertion therefore is about whether or not every
polynomial can be written as such a difference.
I shall need a number of properties of PAPPUS polynomials, derived in the
following Theorems 1-3.
Theorem 1. Let v E V~ and let the lines L~ corresponding to the nonconstant
factors a~x + b,y + c~ be not all parallel to each other. Then there are points
(x, y) in the plane such that P~(v) (x, y) = O.
Proof. Because not all the lines are parallel, there is a pair of lines L , Lj with
i ~ n and j > n, which intersect each other° Let (xo, Yo) be their point of inter-
section. Then
a~xo + b~yo + c~ = ajx0 + byo + cj = 0
and therefore
P,(v) (xo, Yo) ----"0.
If we are dealing with a proper 2n-line problem, i.e. if all the factors in Pn(v)
are non-constant, the degree of Pn(v) will generally be equal to n. But because
Pn(v) is the difference of two polynomials it may happen that the terms of high
degree cancel each other, so that a 2n-line problem may lead to an equation o f
degree less than n. An example is the 8-line problem
( y + 1) (y --1) (x + l) (x -- 1) -- (y + 2) (y -- 2) (x + 2) (x -- 2) = O
which yields a quadratic equation
X2 + y2 ~__.5.
334 H. Jo M. Bos
Conversely, this means that if we are to find all PAPPUS polynomials of degree
n, we may not restrict attention to all P#(v), because such polynomials may also
arise as Pro(v) for some m > n. This possibility will be important in interpreting
and checking DESCARTES'assertion. In particular we shall need the following theo-
rem about the degree of Pn(v):
Theorem 2. Let v E Vn such that all factors aix + biy + ct in P#(v) are non-
constant and such that not all the lines L i are parallel. Then
n
- ~ =< degree P~(v) ~ n.
Proof. It is obvious that degree P~(v) =< n. To prove the other inequality I call
L~ . . . . . L~ the first set of lines and L~+x . . . . . L2~ the second set of lines, and I con-
sider first the case where the two sets have no line in common. If there is a line
in the first set which is not parallel to any of the lines in the second set, I take that
line as L I and proceed by taking k -----0 in the argument below. If there is no such
line in the first set, I choose (renumbering if necessary) LI . . . . . Lk from the first
set of lines and Ln+I . . . . . L~+k from the second set such that
LI///-2//o..//-L~,//L,+I//...//L,+k,
and such that either in the first set of lines or in the second set there are no more
lines parallel to LI. I assume that in the second set of of lines there are no more
than k lines parallel to L1 (in the other case I can switch the sets). Because not all
the lines are parallel there is such a set of lines LI . . . . . Lk, L,+I . . . . . L#+k with
n
0__<k<- T,
n
because if k were > -~-, a smaller set with the same properties could be chosen
from the remaining lines. If b~ ~ O, I substitute
~aIX ~ C~
Y= bl
in
n 2n
P.(,O (x, y) = H (a,x + b,y + c,) - ~, 11 (a~x + O# + c.O.
i=l i=n+l
The first product then becomes 0 (because a l x + bly + c~ ---- 0), and in the second
product the factors become
aibi -- albi blci -- bicl
x+
bl bl
For n + 1 --< i ~ n + k, the lines L~ are parallel to Lt but not equal to Lx ;
hence in that case
a~bI -- alb l = 0 and bxci -- btc t =i=O,
so the first k factors of the second product become constants e~ =~=0. The lines
Curves in Descartes' G~omdtrie 335
L.+k+I . . . . . ~ are not parallel to L1, hence for n q- k ,-+- 1 _< i _< 2n
aibl -- alb ~ ~ O,
so the last n - - k factors o f the second product can be written as
Ax + g. £ o.
Hence
Finally, if some of the lines o f the first and second sets coincide, let these lines be
L1 . . . . . La, that is, L i = L.+l, I-a = L.+2 . . . . . La = L.+d. Then, for 1 __< i _< d,
aix + bff + e~ = ~i(a,,+ix + b.+iy + c,,+i), ~i =~ O.
We then have
d
P.(v) (x. y) = 1-[ (a~x "k- biy -k- ci) "
iffil
• (alx q- bty Jr" c,) -- ~x 1-[ ~[-I l-I (aix + biy q- ci) •
i 1 i~l i~n+d+l
The factor between brackets is a PAPPUS polynomial P._d(w) for which the first
n--d
and second sets of lines have no lines in common. Hence its degree is _--_ ,
so
n--d n
degree P,(v) >= d +
2 =2"
This completes the proof o f Theorem 2.
DESCARTES noted that a case where all lines are parallel is exceptional. Theo-
rems 1 and 2 do not apply in that case. I shall therefore discuss it separately.
336 H . J . M . Bos
Let v E V, be such that none of the factors a~x + b~y -q- c i is constant and that
the 2n lines L~ are all parallel. Then the equations of the lines L i can all be written
as
with
z=alx--kbly.
Hence
fi 2n
P.(v) (x, y) = (o,: + fit) -- o, I-[ (~,,z + ill) = F(z),
i=1 i=n+l
where F(z) is a polynomial in z formed as the difference between two n th degree
polynomials in z, each having n real roots. But it may happen that F(z) itself has
n
no real roots or that its degree is < ~--. Hence the analogues of Theoremso 1 and 2
do not apply in this case. We note that in this case o f 2n parallel lines, the surface
in R a
w - - e.(v) (x, y) = e(z)
is a ruled surface.
As to the degree of F we prove:
Theorem 3. Let v E Vn be such that none of the factors aix + biy + ci is constant
and such that the 2n lines Li are all parallel. If P,(v) has degree m < n, then there
is a w E I'm, such that
Pn(v) = Pm(W)
and the lines corresponding to w are all parallel.
(In other words, if a problem of PAPPU$ in 2n parallel lines yields an equation
of degree m, then there is a problem of PAPPUS in 2m parallel lines which yields
the same equation.)
Proof. Because
n 2n
G(z) = II ( z - c,).
i=l
Clearly G(d0 ~ 0, and between each pair d~, d~+I, G has a change of sign. Choose
such that [~G(d3[ > g for all d/, and consider the polynomial of mth degree
tt(z) = F(z) + c~G(z).
Curves in Descartes' Gdomdtrie 337
Because lF(d/)l < K a n d laG(d/) i > K, H(4) has the same sign as G(4); thus H
has a change of sign between each pair di, d,.+l. Therefore all the roots of H are
real. The required decomposition is therefore
F(z) = -
Theorem 4. If n > 21, there are polynomials F(x, y) of degree n, such that F(x, y)
= 0 is a non-empty real curve and F(x, y) ---- 0 does not occur as the locus of a
problem of PAPPUS.
This condition is not satisfied if n > 21, so in that case there must be polynomials
in On which are not PAPPUS polynomials. (The estimate of dimension can easily
be sharpened e.g. to n > 13.) This completes the proof that DESCAR~S' assertion
is wrong.
Apparently NEWTON was the first to question DESCARTES' assertion that all
curves occur as loci of problems of PAPPUS and to give a proof that it is wrong
(cf. The mathematical papers of Isaac Newton (ed. D. T. WHIrr.SIOE, Cambridge
(1967-) vol. 4 (1971), pp. 340-344). The basic idea in this proof is also a dimensional
argument; NEWTON compared the number of free coefficients in the choice of
n lines and the number of coefficients in a polynomial of degree n, and found that
for n >---5 the latter is larger than the former, so, NEWTON concluded, DESCARTES
was wrong. NEWTON did not mention the occurrence of polynomials F Such that
F(x, y) = 0 is empty, nor did he consider the possibility that an equation F(x, y) --- 0
o f n th degree might occur as the locus of a problem of PAPPUS in more than 2n lines.
As we have seen, these tWO aspects make the question much more complicated.
H. G. ZEtrrnEN states, in his Geschichte der Mathematik im 16. und 17. Jahr-
hundert (1966, p. 210), that DESCARTES'assertion is wrong, but he does not provide
a proof.
Acknowledgement. A large part of this article was written during my stay in at the
Institut des Hautes l~tudes Scientifiques at Bures-sur-Yvette, France in November
1979. I wish to thank that institution for its support and hospitality.
I a m indebted to K. A2~mEN (Aarhus), W. VAN DER KALLEN(Utrecht), L VAN
MAANEN(Utrecht), A° Go MOLLAND(Aberdeen), F° OORT(utrecht), J. R. RAVETZ(Leeds)
and D. T. WHrrr.SIDE (Cambrige) for making stimulating comments on an earlier draft
of this article and to W. VAN D~R K.ALLENfor providing crucial ideas for the proofs
in the Appendix.
Mathematical Institute
Boedapestlaan 6
Utrecht, Netherlands
(Received duly 16, 1980)