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References and credits

Further reading Usiskin, Zalman. Conceptions of school algebra and uses of variables. In: Coxford, A. F.; Shulte, A. P. (eds.). The Ideas of Algebra, K–12. Reston: NCTM, 1988, pp. 8–19. Küchemann, Dietmar. Algebra. In: Hart, K. M. (ed.). Children’s Understanding of Mathematics: 11–16. London: John Murray, 1981, pp. 102–119. Clement, John; Lochhead, Jack; Monk, George S. Translation difficulties in learning mathematics. The American Mathematical Monthly, 88(4), 1981, pp. 286–290. MacGregor, Mollie; Stacey, Kaye. Students’ understanding of algebraic notation: 11–15. Educational Studies in Mathematics, 33, 1997, pp. 1–19. Philipp, Randolph A. The many uses of algebraic variables. The Mathematics Teacher, 85(7), 1992, pp. 557–561. Kieran, Carolyn. The learning and teaching of school algebra. In: Grouws, D. A. (ed.). Handbook of Research on Mathematics Teaching and Learning. New York: Macmillan, 1992, pp. 390–419. Kleiner, Israel. Evolution of the function concept: a brief survey. The College Mathematics Journal, 20(4), 1989, pp. 282–300. Cajori, Florian. A History of Mathematical Notations. 2 vols. Chicago: Open Court, 1928–1929. On the cossic signs, the letters of Viète and Descartes, $f(x)$ and Herschel’s $\sin^{-1}$. Heath, Thomas L. Diophantus of Alexandria: A Study in the History of Greek Algebra. Cambridge: Cambridge University Press, 1910. Viète, François. In artem analyticem isagoge. Tours: Jamet Mettayer, 1591. l’Hôpital, Guillaume de. Analyse des infiniment petits, pour l’intelligence des lignes courbes. Paris: Imprimerie Royale, 1696. The older texts on functions on this site supplied the idea of the function as a sentence with a hole in it, used in chapter 1 and taken up again here.

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How to read a letter: a guide and a glossary

This chapter showed that a letter can do at least five different jobs and that the writing hardly ever says which. The guide below gathers the questions that help to find out. Five questions for a letter Does it hide a value or stand for any value? If it hides one, it is an unknown, and the task is to find it. If it stands for any, the sentence is a general law or an identity. Does it move during the problem? If so, it is a variable, and it is worth asking what it depends on and what depends on it. Does it stay still while the others move? Then it is a parameter or a constant. It is worth asking: fixed for ever, like $\pi$, or only in this problem, like the $a$ in $ax^2$? Is it tied to an operator? If it appears in a $\Sigma$, an $\int$, a $\forall$ or a $\mapsto$, it is a bound letter, and it can be swapped for another without changing anything. Which word in the text announces the role? “Find”, “for every”, “let”, “when”, “given”. If none appears, the conventions of the subject decide, and it is good to make them explicit. A full reading of y = ax² + bx + c $y$ and $x$: variables. $x$ is the independent one, $y$ the dependent one. Together they run through the points of a parabola. $a$, $b$ and $c$: parameters. Fixed during the problem, they choose which parabola. The $a$ must be non-zero, or the curve becomes a straight line. Change the question and the roles change. In “where does the parabola cross the $x$-axis?”, we set $y=0$, and $x$ becomes an unknown. In “which parabola passes through $(1,2)$, $(2,3)$ and $(3,6)$?”, the parameters become the unknowns, and $x$ and $y$ become data: $a+b+c=2$, $4a+2b+c=3$, $9a+3b+c=6$, which give $a=1$, $b=-2$, $c=3$. No letter is a dummy. They all matter: swapping $a$ for $k$ requires swapping it throughout the text. One short line, three different roles, and each question rearranges everything.

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The unknown: a place for what is being sought

An unknown is, literally, something in-cognita, not known. But it is not just anything: it is a definite number that we do not yet know. The equation $x+3=7$ does not speak of all numbers; it speaks of one, and the task is to find out which. Names for what is not known For a long time the unknown had the name of a word, not of a letter. Around the year 250, Diophantus of Alexandria, in the Arithmetica, called the unknown arithmós, “the number”, and abbreviated it with a sign like a final sigma, $\varsigma$. He also had abbreviations for the square of the unknown, $\Delta^{\Upsilon}$ (dýnamis, power), and for its cube, $K^{\Upsilon}$ (kýbos). In Baghdad, around 820, al-Khwarizmi called it shay’, thing, and its square māl, wealth. He wrote everything out in words, without any symbol. In the fifteenth and sixteenth centuries the Italians translated shay’ as cosa, and the German algebraists who copied the Italians were nicknamed cossists. In 1544 Michael Stifel still used different signs for the thing, its square and its cube: The “cossic” signs of Michael Stifel’s Complete Arithmetic (1544): each power of the unknown had its own symbol, with no visible relation between them.Michael Stifel · Wikimedia Commons · public domain In these signs, the square and the cube of the thing do not look like the thing. It is a sterile notation, in the sense of this book: to know that the cube times the square gives the fifth power, one had to memorise a table. When Descartes wrote $x$, $x^2$, $x^3$, the rule $x^3\cdot x^2=x^5$ became visible in the exponents. Chapter 1 tells this passage in more detail, in the text from rhetoric to symbol.