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The Mathematics and the Liberal Arts pages are intended to be a resource for student research projects and for teachers interested in using the history of mathematics in their courses. Many pages focus on ethnomathematics and in the connections between mathematics and other disciplines. The notes in these pages are intended as much to evoke ideas as to indicate what the books and articles are about. They are not intended as reviews. However, some items have been reviewed in Mathematical Reviews, published by The American Mathematical Society. When the mathematical review (MR) number and reviewer are known to the author of these pages, they are given as part of the bibliographic citation. Subscribing institutions can access the more recent MR reviews online through MathSciNet.
Biggs, N. L. The roots of combinatorics. Historia Math. 6 (1979), no. 2, 109--136. (Reviewer: J. Dieudonné.) SC: 05-03 (01A15 01A20 01A25 01A30 01A32 01A40 01A45), MR: 80h:05003.
(1) As the author explains, the most ancient problem connected with combinatorics may be the house-cat-mice-wheat problem of the Rhind Papyrus (Problem 79), which occurs in a similar form in a problem of Fibonacci's Liber Abaci and in an English nursery rhyme. All are concerned with successive powers of 7. (2) The first occurrence of combinatorics per se may be in the 64 hexagrams of the I Ching. (However, the more modern binary ordering of these is first seen in China in the 10th century.) A Chinese monk in the 700s may have had a rule for the number of configurations of a board game similar to go. In Greece, one of the very few references to combinatorics is a statement by Plutarch about the number of compound statements from 10 simple propositions; Plutarch quotes Chrysippus, Hipparchus, and Xenocrates on the subject, so all apparently had some interest in the subject. (Plutarch's statement is also discussed in a recent article in the Monthly.) Boethius apparently had a rule for the number of combinations of n things taken two at a time. The author discusses interest in combinatorics in the Hindu world, by the Jainas, Varahamihira, and Bhaskara (the latter in the Lilavati). The work of Brahmagupta should be relevant, but is not currently available in English. The Arabs seem to have adopted their combinatorics from the Hindus. The author also briefly discusses some interest in combinatorics in the Jewish mathematical tradition; two examples are Rabbi ben Ezra and Levi ben Gerson. (3) Magic squares may first occur in the lo shu diagram, which is often linked with the I Ching. The author discusses how the idea of magic squares may have entered the Islamic world, was then improved, appeared in the work of Manuel Moschopoulos, and possibly through him entered the Western world. What happened in China is less clear. As the author suggests, the the work of Yang Hui suggests that there had been a Chinese tradition of work in magic squares, already dead by Yang Hui's time. For example, the squares Yang Hui gives are not of types found elsewhere. In addition, Yang Hui seems unclear on the techniques for construction. It is interesting that De la Loubčre learned of a simple method for constructing magic squares in Siam. The author also discusses: the possibility of a Hindu study of magic squares; the presumably Arab source of Western magic square mysticism; and later developments, such as Euler's questions on orthogonal Latin squares. (4) The author discusses how questions in partitions arose in gambling, such as the throwing of astrogali (huckle bones, which can land 4 ways) or dice (which can land in 6 ways). An early systematic study is in the late Medieval Latin poem De Vetula, which gives the number of ways you can obtain any given total from a throw of 3 dice. Cardano and Galileo examined the subject in more depth. (5) Combinatorial thinking in games and puzzles. Discusses the wolf-goat-cabbage, attributed to Alcuin. [Similar puzzles also occur in a variety of other cultures, but are not discussed in this article.] Also discusses the Josephus problem, based on a process similar to the childhood process of "counting-out". The Josephus problem is named for the Jewish historian Josephus of the 1st century AD, who supposedly saved his life with a correct solution. This problem unexpectedly turned up in Japan. (6) The author discusses how "Pascal's" triangle was possibly known to Omar Khayyam in the context of taking roots. The Hindu scholar Pingala may have known a method, but the case is more cryptic. At any rate, it was known by the time of Halayudha, who may have lived in the 900s AD. A more clear-cut reference occurs in the work of Nasir al-Din al-Tusi in 1265. In China, the triangle appears in the work of Chu Shih-Chieh (1303), but may have been very ancient by then. The triangle was used by Pascal and Fermat to resolve the "problem of points". This problem had the goal of determining how to distribute stakes when a game ends early. ... Excellent article. Closely related topics: Combinatorics, The Rhind/Ahmes Papyrus, Leonardo of Pisa (Fibonacci), The I Ching, Logic, Plutarch, Chrysippus, Hipparchus, Xenocrates, Boethius (Ancius Manlius Torquatus Severinus Boetius), Jainism, Varahamihira, Brahmagupta, Bhaskara, The Islamic World, The Jewish Tradition, Rabbi ben Ezra, Levi ben Gerson, Magic Squares, Manuel Moschopoulos, Yang Hui, Siam, Mathematics and Mysticism, Leonhard Euler, Gambling, De Vetula, Girolamo Cardano, Galileo Galilei, Puzzles, Alcuin, The Josephus Problem, Japan, Pascal's Triangle, Omar Khayyam (abu-l-Fath Omar ibn Ibrahim Khayyam), Pingala, Halayudha, Nasir al-Din al-Tusi, Chu Shih-chieh, Blaise Pascal, and Pierre de Fermat.
Dahlke, Richard; Fakler, Robert A. and Morash, Ronald P. A sketch of the history of probability theory. Math. Ed. 5 (1989), no. 4, 218--232. (Reviewer: William J. Adams.) SC: 01A99 (60-03), MR: 91i:01148.
Focuses on the history of probability theory, but also touches on the development of statistics. Considers one ancient root of probability theory to be the gambling with astrogali. Mentions the related ancient Egyptian game "Hounds and Hackals", of c. 3500 BC. Discusses the table of frequencies of tosses of 3 die in De Vetula, and Cardano's and Galileo's explanations of the probabilities of such events. Galileo's telescope led him to consider some of the theory of errors, and he arrived, in effect, at some of the features of the normal probability distribution. (It is interesting that later on, Gauss refined some of his own work in statistics to rediscover the planetoid Ceres.) Discusses the "division of stakes" problem and its solution by Pascal and Fermat. The first book actually published on games of chance was written by Huygens. In addition, as the author explains, "Huygens was the first to use probability in studying vital statistics of humans. He used John Graunt's (London) now famous book displaying vital statistics to construct a mortality curve and to define the notions of mean and probable duration of life. Shortly thereafter, probability theory was being applied to annuities." The article continues through the beginning of the 1900s. Much of this later material is of course beyond the scope of these pages. Closely related topics: Probability, Statistics, Gambling, De Vetula, Girolamo Cardano, Galileo Galilei, Astronomy, Blaise Pascal, Pierre de Fermat, Christiaan Huygens, and Insurance.