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Field · Emerged 1665 – 1700

Calculus

How can quantities that change continuously be measured, and infinitely many infinitely small pieces be added up?

5 chapters4 min read4 turning points0 open problems

Branched from
Euclidean Geometry
Branched into
Complex Analysis + Differential Equations + Differential Geometry of Surfaces + Fourier Analysis + Numerical Analysis + Probability Theory + Real Analysis
Figures
Archimedes, Isaac Newton, Gottfried Wilhelm Leibniz, George Berkeley, Leonhard Euler

In brief

Calculus is the mathematics of change. The derivative measures how fast something changes at an instant, such as a planet's velocity or a population's growth rate. The integral adds up infinitely many infinitely small pieces, giving the area under a curve or the distance travelled. The fundamental theorem of calculus says that these two operations undo each other.

Newton and Leibniz each invented it in the late seventeenth century and fought bitterly over who was first. It worked spectacularly, and physics, engineering and economics are written in it. For 150 years, though, no one could explain what its "infinitely small" quantities actually were. Fixing that created the rest of this thread.

Key ideas

DerivativeEnters 1665 – 1684

The instantaneous rate of change of a quantity, the slope of its graph at a point: dydx\frac{dy}{dx}. Velocity is the derivative of position.

IntegralEnters c. 250 BCE

The sum of infinitely many infinitely thin slices: ∫abf(x) dx\int_a^b f(x)\,dx, the area under a curve. Archimedes computed such areas two thousand years earlier by exhaustion.

Fundamental theorem of calculusEnters 1665 – 1684

Differentiation and integration are inverse operations. To find an area, find a function whose derivative is the curve. It turned hard geometric problems into routine algebra.

InfinitesimalEnters 1734

A quantity smaller than any positive number yet not zero, the intuitive basis of early calculus and the target of Berkeley's attack. It was replaced by limits in the nineteenth century (and revived rigorously in 1960s non-standard analysis).

FunctionEnters 1748

A rule assigning an output to each input. Euler made it the central object of analysis. What counts as a function turned out to be the most contested question of the next century.

Chapter I

Exhaustion

The problems of calculus are ancient. How long is a curve? What area does it enclose? Archimedes answered such questions for particular shapes around 250 BCE by exhaustion. He trapped a curved region between inscribed and circumscribed polygons with ever more sides, and proved that no other value could fit between them. He found that a parabolic segment has exactly four-thirds the area of a certain inscribed triangle, and that a sphere has two-thirds the volume of its enclosing cylinder.

His methods grew out of Euclidean geometry, and they were rigorous but laborious: each new shape needed a new argument. A lost treatise, The Method, recovered from a prayer book in 1906, revealed that he had found his results first by imagining figures sliced into infinitely thin strips. That is the idea calculus would make routine.

Chapter II

Two Inventors, One Quarrel

Descartes' coordinates turned curves into equations, and in the seventeenth century mathematicians such as Fermat, Wallis and Barrow found tricks for tangents and areas. Two people turned the tricks into a method. Isaac Newton, at home during the plague years of 1665–66, developed his "fluxions" and saw that finding tangents and finding areas are inverse problems. Gottfried Wilhelm Leibniz, a diplomat and philosopher, reached the same insight in the 1670s with a notation so good (dxdx, dydx\frac{dy}{dx}, ∫\int) that it has never been replaced.

Leibniz published in 1684, and Newton had published almost nothing. What followed was one of the ugliest disputes in science. Newton's supporters accused Leibniz of stealing from Newton's unpublished papers, and a Royal Society inquiry, secretly drafted by Newton, agreed. Historians now credit both as independent inventors. The feud is often blamed for cutting British mathematicians off from the far more productive Continental school for a century.

Chapter III

Ghosts of Departed Quantities

Calculus worked astonishingly well. Euler made the function its central object and poured out results: infinite series for exe^x, sin⁡x\sin x and cos⁡x\cos x, and the formula eix=cos⁡x+isin⁡xe^{ix} = \cos x + i \sin x, which gives eiπ+1=0e^{i\pi} + 1 = 0. Newton's mechanics, the physics of the entire eighteenth century, was calculus in action.

But no one could say what it was about. In 1734 George Berkeley, Bishop of Cloyne, published The Analyst, addressed to "an infidel mathematician". To find a derivative, he noted, you divide by a small increment, treating it as nonzero, and then set it to zero to get a clean answer. The vanishing increments of the calculus were "neither finite quantities, nor quantities infinitely small, nor yet nothing". They were "the ghosts of departed quantities". Mathematicians knew the objection was fair and had no good answer.

Chapter IV

A Closer Look: The Slope of a Parabola, Two Ways

Find the slope of y=x2y = x^2 at a point xx. Early calculus did it like this. Move a tiny distance hh along the curve. The height changes by

(x+h)2−x2=2xh+h2,(x + h)^2 - x^2 = 2xh + h^2 ,

so the average slope over that step is 2xh+h2h=2x+h\frac{2xh + h^2}{h} = 2x + h. Now let hh be "infinitely small" and throw it away: the slope is 2x2x.

This is exactly what Berkeley objected to. To divide by hh it must be nonzero, and to throw it away it must be zero. Newton spoke of "ultimate ratios" and Leibniz of infinitesimals, but neither could say what hh was at the moment of discarding it.

The nineteenth-century answer, the limit, changes the question. Do not set hh to anything. Instead observe that 2x+h2x + h can be made as close to 2x2x as you like by taking hh small enough, and define the derivative as the number the averages approach:

ddxx2=lim⁡h→0(x+h)2−x2h=lim⁡h→0(2x+h)=2x.\frac{d}{dx}x^2 = \lim_{h \to 0} \frac{(x+h)^2 - x^2}{h} = \lim_{h \to 0} (2x + h) = 2x .

The calculation is the same; only its justification changed.

The fundamental theorem of calculus then turns the problem around. The area under y=x2y = x^2 from 0 to 1 is found by asking which function has derivative x2x^2. The answer is x33\frac{x^3}{3}, so the area is 13\frac{1}{3}. Archimedes had found the same fact about the parabola, after pages of exhaustion arguments. Calculus gets it in one line, which is why it swept the world before anyone could justify it.

Chapter V

The Split

The answer took a century and changed mathematics. Questions about which functions could be written as sums of waves (Fourier analysis) and about calculus with complex numbers (complex analysis) pushed calculus into territory where intuition failed. The effort to put it on solid ground, with precise limits and precisely defined real numbers, became real analysis. Calculus itself became the tool every other science used, and differential geometry was one of the first fields built on it.

Applications

Where it is used

  • Physics↗ Physics · Classical Mechanics

    The laws of motion are differential equations

    Newton wrote his mechanics with calculus. Force equals mass times the second derivative of position, and every orbit, projectile and pendulum is the solution of a differential equation. Most of physics since has been expressed the same way.

  • Epidemiology↗ Biology · Infectious Disease Dynamics

    Modelling epidemics

    The SIR model of Kermack and McKendrick (1927) describes an epidemic with three coupled differential equations for the susceptible, infected and recovered. Its descendants, with ideas such as the reproduction number, guide public-health responses to outbreaks.

    › Sources (1)
    • Kermack, W. O. & McKendrick, A. G. (1927). A contribution to the mathematical theory of epidemics. Proceedings of the Royal Society A 115: 700–721.
  • Economics and engineering

    Optimisation

    Setting a derivative to zero finds maxima and minima, a technique Fermat used before calculus was complete. It is behind marginal analysis in economics and optimal design in engineering.

Open problems

Where the map runs out

No open problems are recorded here. This field's unanswered questions moved into its successors: Complex Analysis + Differential Equations + Differential Geometry of Surfaces + Fourier Analysis + Numerical Analysis + Probability Theory + Real Analysis.

Further reading

  1. Strogatz, S. (2019). Infinite Powers: How Calculus Reveals the Secrets of the Universe. Houghton Mifflin Harcourt.

    A lively popular history and explanation of calculus for general readers.

  2. Boyer, C. B. (1959). The History of the Calculus and Its Conceptual Development. Dover.

    The classic history, from Greek exhaustion to nineteenth-century rigour.

  3. Spivak, M. (2008). Calculus (4th ed.). Publish or Perish.

    A rigorous, beautifully written first course for readers ready for proofs.