A.2 Calculus I: Limits and Differentiation

Overall Progress

1.1 Historical Development of Calculus

1. Introduction

Calculus, a cornerstone of modern mathematics, emerged from centuries of mathematical inquiry into continuous change and infinitesimal quantities. Its development represents a culmination of ideas from ancient Greek mathematics through the scientific revolution of the 17th century [Boyer, 1959].

2. Ancient Precursors

2.1 Method of Exhaustion

The ancient Greeks laid important groundwork for calculus. Eudoxus of Cnidus (408-355 BCE) developed the method of exhaustion, a technique for calculating areas and volumes by inscribing and circumscribing polygons or polyhedra [Heath, 1921].

Archimedes (287-212 BCE) refined this method, using it to calculate the area of a circle and the volume of a sphere. His work on "The Method" foreshadowed integral calculus [Netz and Noel, 2007].

2.2 Archimedes' Quadrature of the Parabola

One of Archimedes' most significant contributions was his quadrature of the parabola, where he proved that the area of a parabolic segment is 4/3 times the area of a triangle with the same base and height [Heath, 1921].

Archimedes' proof used the method of exhaustion and can be expressed in modern notation as:

Aparabola=43AtriangleA_{parabola} = \frac{4}{3} A_{triangle}

Where AparabolaA_{parabola} is the area of the parabolic segment and AtriangleA_{triangle} is the area of the inscribed triangle.

3. Medieval Developments

3.1 Oresme's Work on Kinematics

Nicole Oresme (1323-1382) made significant advances in the study of kinematics. He introduced graphical representations of variable quantities, laying the groundwork for analytic geometry and the concept of functions [Clagett, 1968].

Oresme's "latitude of forms" used rectangular coordinates to represent velocity over time, effectively creating velocity-time graphs. The area under these curves represented the distance traveled, anticipating the fundamental theorem of calculus [Boyer, 1959].

3.2 Kepler's Infinitesimal Methods

Johannes Kepler (1571-1630) used infinitesimal methods to calculate the volumes of wine barrels, an important problem in his time. His work "Nova stereometria doliorum vinariorum" (New Solid Geometry of Wine Barrels) in 1615 applied early integral calculus concepts [Katz, 2008].

4. The Scientific Revolution

4.1 Fermat's Method of Adequality

Pierre de Fermat (1607-1665) developed a method for finding maxima, minima, and tangents to curves. His "method of adequality" was essentially an early form of differential calculus [Mahoney, 1994].

Fermat's method can be expressed in modern notation as:

f(x+h)f(x)+hf(x)f(x + h) \approx f(x) + h f'(x)

Where f(x)f(x) is the function, hh is a small increment, and f(x)f'(x) is the derivative of ff at xx.

4.2 Cavalieri's Principle

Bonaventura Cavalieri (1598-1647) developed the "method of indivisibles," which became a powerful tool for calculating areas and volumes. Cavalieri's principle states that if two solids have the same height and the same cross-sectional area at every level, they have the same volume [Katz, 2008].

Mathematically, Cavalieri's principle can be expressed as:

If A1(y)=A2(y) for all y, then V1=V2\text{If } A_1(y) = A_2(y) \text{ for all } y, \text{ then } V_1 = V_2

Where A1(y)A_1(y) and A2(y)A_2(y) are the cross-sectional areas of two solids at height yy, and V1V_1 and V2V_2 are their respective volumes.

5. The Birth of Calculus

5.1 Newton's Fluxions

Sir Isaac Newton (1642-1727) developed his version of calculus, which he called the "method of fluxions," in the 1660s. Newton's approach was based on the concept of motion and continuous change [Guicciardini, 2003].

Newton's notation for the derivative of a function y=f(x)y = f(x) was:

y˙=dydx\dot{y} = \frac{dy}{dx}

Where y˙\dot{y} represents the "fluxion" or rate of change of yy with respect to xx.

5.2 Leibniz's Differential Calculus

Gottfried Wilhelm Leibniz (1646-1716) independently developed his version of calculus in the 1670s. Leibniz's approach was more algebraic and focused on the concepts of differentials and infinitesimals [Antognazza, 2009].

Leibniz introduced the notation we still use today:

ddxf(x)=limh0f(x+h)f(x)h\frac{d}{dx}f(x) = \lim_{h \to 0} \frac{f(x + h) - f(x)}{h}

Where ddxf(x)\frac{d}{dx}f(x) represents the derivative of f(x)f(x) with respect to xx.

6. Interactive Example: Tangent Line to a Parabola

This interactive demonstration shows how the concept of a tangent line, crucial to differential calculus, evolved from ancient Greek mathematics to the modern understanding developed by Newton and Leibniz.

Move the slider to change the point of tangency on the parabola y=x2y = x^2. The tangent line at that point will be displayed, illustrating the instantaneous rate of change of the function at that point.

Point of tangency: (0.0, 0.0)

7. The Fundamental Theorem of Calculus

The Fundamental Theorem of Calculus, developed independently by Newton and Leibniz, establishes the relationship between differentiation and integration. It consists of two parts [Stewart, 2015]:

7.1 First Fundamental Theorem of Calculus

If f(x)f(x) is continuous on [a, b], then the function F(x)F(x) defined by:

F(x)=axf(t)dtF(x) = \int_a^x f(t) dt

is continuous on [a, b], differentiable on (a, b), and F(x)=f(x)F'(x) = f(x) for all xx in (a, b).

7.2 Second Fundamental Theorem of Calculus

If ff is continuous on [a, b], then:

abf(x)dx=F(b)F(a)\int_a^b f(x) dx = F(b) - F(a)

where FF is any antiderivative of ff (i.e., a function whose derivative is ff).

8. Conclusion

The historical development of calculus spans over two millennia, from the method of exhaustion in ancient Greece to the formal development of differential and integral calculus in the 17th century. This journey involved contributions from mathematicians across various cultures and time periods, each building upon the work of their predecessors [Boyer, 1959; Katz, 2008].

The creation of calculus by Newton and Leibniz marked a turning point in mathematics and science, providing powerful tools for describing and analyzing change and accumulation. Today, calculus remains fundamental to many fields, including physics, engineering, economics, and computer science [Stewart, 2015].