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Field · Emerged c. 820 – 1799

Theory of Equations

How can an unknown quantity be found from an equation, and is there always a formula for it?

5 chapters3 min read5 turning points1 open problem

Branched from
Root of the thread
Branched into
Complex Analysis + Galois Theory
Figures
Muḥammad ibn Mūsā al-Khwārizmī, Gerolamo Cardano, Scipione del Ferro, Niccolò Tartaglia, Lodovico Ferrari, François Viète, Carl Friedrich Gauss

In brief

The theory of equations is algebra's original question: given a relation like x2+10x=39x^2 + 10x = 39, find the unknown. For quadratic equations there is a formula, known in essence to the Babylonians. For cubics and quartics, formulas were found in sixteenth-century Italy amid secrecy, public contests and a broken oath. For the quintic, a formula was sought for another two and a half centuries.

Along the way the subject built the tools of modern algebra. It gave a name ("al-jabr"), symbolic notation with letters for unknowns, and complex numbers, forced into existence by the cubic formula. It ended with a theorem guaranteeing that every polynomial equation has as many roots as its degree.

Key ideas

Equation and unknownEnters c. 820

A statement of equality involving a quantity to be found. Solving means isolating the unknown by operations that keep both sides equal.

Al-jabrEnters c. 820

"Restoration": moving a subtracted term to the other side of an equation to make it positive. Al-Khwārizmī's name for the operation became the name of the subject, algebra.

Solution by radicalsEnters 1515 – 1545

A formula for the roots built from the coefficients using only arithmetic and nnth roots, like the quadratic formula x=−b±b2−4ac2ax = \frac{-b \pm \sqrt{b^2 - 4ac}}{2a}.

Symbolic notationEnters 1591

Letters standing for both unknowns and known coefficients, so that whole families of equations can be solved at once. It came from Viète, and in modern form from Descartes.

Fundamental theorem of algebraEnters 1799

Every polynomial of degree nn has exactly nn roots in the complex numbers, counted with multiplicity. Solutions always exist, even when no formula finds them.

Chapter I

Recipes on Clay

The oldest algebra is nearly four thousand years old. Old Babylonian scribes posed problems like adding the area and the side of a square to get three-quarters, and solved them with fixed procedures: halve this, square that, add, take the square root. These are the steps of completing the square, stated as recipes without symbols. Greek mathematicians treated such problems geometrically, as rectangles and squares of unknown size.

Chapter II

Al-Jabr

Around 820, at the House of Wisdom in Baghdad, Muḥammad ibn Mūsā al-Khwārizmī wrote a short book that made equation-solving a discipline. He sorted linear and quadratic equations into six standard types and gave a general method, with a geometric proof, for each. His operation al-jabr, "restoring" a subtracted quantity by moving it to the other side, gave the subject its name. His own name, Latinised, gave us "algorithm". The Persian poet-mathematician Omar Khayyam later solved cubic equations geometrically, by intersecting conic sections, and said an algebraic formula might be found by others.

Chapter III

Duels in Italy

It was found in sixteenth-century Italy, where mathematicians made their reputations in public problem-solving contests and guarded their methods. Around 1515 Scipione del Ferro found a formula for one kind of cubic and told only a few people, among them a student. In 1535 Niccolò Tartaglia rediscovered it and won a contest with it. Gerolamo Cardano persuaded Tartaglia to reveal it under a solemn oath of secrecy. Then, having seen del Ferro's older notes, he published it in Ars Magna (1545), with his student Lodovico Ferrari's solution of the quartic. Tartaglia never forgave him.

The formula had a strange feature. For some cubics with three real roots it passes through square roots of negative numbers. Working with those "impossible" numbers was the start of complex analysis.

Chapter IV

A Closer Look: Bombelli's Impossible Numbers

Cardano's formula solves the cubic x3=px+qx^3 = px + q by

x=q2+q24−p3273  +  q2−q24−p3273.x = \sqrt[3]{\frac{q}{2} + \sqrt{\frac{q^2}{4} - \frac{p^3}{27}}} \;+\; \sqrt[3]{\frac{q}{2} - \sqrt{\frac{q^2}{4} - \frac{p^3}{27}}} .

Apply it, as Rafael Bombelli did in 1572, to x3=15x+4x^3 = 15x + 4. The obvious solution is x=4x = 4, since 64=60+464 = 60 + 4. But the formula gives

q24−p327=4−125=−121,x=2+−1213+2−−1213.\frac{q^2}{4} - \frac{p^3}{27} = 4 - 125 = -121, \qquad x = \sqrt[3]{2 + \sqrt{-121}} + \sqrt[3]{2 - \sqrt{-121}} .

A perfectly real equation with a perfectly real answer leads straight through the square root of a negative number. Such cases came to be called "irreducible", and Cardano set them aside. Bombelli decided to calculate anyway, treating −1\sqrt{-1} as a new kind of number with (−1)2=−1(\sqrt{-1})^2 = -1. Writing ii for it, −121=11i\sqrt{-121} = 11i. He guessed that the cube roots might have the form 2±i2 \pm i, and checked:

(2+i)3=8+12i+6i2+i3=8+12i−6−i=2+11i.(2 + i)^3 = 8 + 12i + 6i^2 + i^3 = 8 + 12i - 6 - i = 2 + 11i .

So 2+11i3=2+i\sqrt[3]{2 + 11i} = 2 + i and 2−11i3=2−i\sqrt[3]{2 - 11i} = 2 - i, and the formula gives x=(2+i)+(2−i)=4x = (2 + i) + (2 - i) = 4. The imaginary parts cancel and the true answer appears.

It was one of the first times anyone had computed with complex numbers and got a meaningful result. Bombelli could not say what these numbers were, only that the rules worked. It took another two centuries, and the picture of numbers as points in a plane, before complex analysis could say.

Chapter V

Symbols and Existence

Notation turned recipes into theory. François Viète in 1591 used letters for known quantities as well as unknowns, so that one equation could stand for every problem of its type. Descartes, in 1637, gave the modern convention of xx and yy.

Two questions remained. Does every equation have a solution? Gauss's 1799 thesis proved that every polynomial equation has a root among the complex numbers, the fundamental theorem of algebra. And can every equation be solved by a formula? For degree five, the best mathematicians of the eighteenth century tried and failed. Understanding why is Galois theory.

Applications

Where it is used

  • Engineering

    Stability from the roots of a polynomial

    Whether a machine, circuit or aircraft control system settles down or oscillates out of control depends on the roots of its characteristic polynomial. Routh (1877) and Hurwitz (1895) found tests that decide from the coefficients alone whether every root lies in the stable half of the complex plane.

    › Sources (1)
    • Routh, E. J. (1877). A Treatise on the Stability of a Given State of Motion. Macmillan.

Open problems

Where the map runs out

Open

Hilbert's thirteenth problem

The continuous version was solved by Kolmogorov and Arnold (1957); the algebraic version is open as of 2026.

Hilbert asked whether the roots of the general degree-7 equation can be written using only functions of two variables. More broadly: how many variables do you really need to express the solution of an equation? After clever substitutions the general septic depends on three parameters, and the question is whether it can be done with fewer.

Why it is hard

For continuous functions Kolmogorov and Arnold showed, surprisingly, that two variables always suffice, but their functions are wild. For algebraic functions, the natural setting, no degree is yet known to need algebraic functions of more than one variable, even though the septic seems to need three. The modern theory of "resolvent degree" reformulates the question geometrically but has not answered it.

What resolving it unlocks

A precise measure of how complex the solutions of polynomial equations really are, beyond "solvable by radicals or not".

› Sources (1)
  • Farb, B. & Wolfson, J. (2019). Resolvent degree, Hilbert's 13th problem and geometry. L'Enseignement Mathématique 65: 303–376.

Further reading

  1. Derbyshire, J. (2006). Unknown Quantity: A Real and Imaginary History of Algebra. Joseph Henry Press.

    A popular history of algebra from Babylon to the twentieth century.

  2. Stedall, J. (2011). From Cardano's Great Art to Lagrange's Reflections: Filling a Gap in the History of Algebra. European Mathematical Society.

    A historian's account of the two centuries between the cubic and the quintic.

  3. Tignol, J.-P. (2001). Galois' Theory of Algebraic Equations. World Scientific.

    The mathematics of equations developed historically, from quadratics to Galois.