Thoughts on the process of producing mathematical documents

by Lionel Elie Mamane

Email: lionel@mamane.lu

Toernooiveld 1

NL-6525 ED Nijmegen

The Netherlands

26th January 2004

Abstract

Mathematicians produce two things: Theories and documents about the theory. Computers should help them in both activities, but should both activities be covered by the same tool?

1 Introduction

I wish to have feedback on my views on how the mathematical document production “work flow” is organised, and what tools should cover what part of the work flow.

1.1 ... for mathematicians

Currently, a computer is more useful to a secretary, accountant, etc than to a mathematician. The former trades nowadays routinely use computer programs to help them in their tasks, and most (if not all) their tasks whose computerisation is a win are computerised. For mathematicians, the situation is less optimal: While for some tasks, like in computational algebra, automatisation and computer help is available, effective and widely used, it is my opinion that computers can be much more useful to mathematicians than they are now. One of our goals is to change this, to ensure that, if they wish, mathematicians can make maximal use of computers and get maximal help from computers. For this, we need to understand what mathematicians need, and how the “ideal version” of programs they would use should be organised. This document is a call for opinions on a particular point of this subject.

2 Mathematical Documents

In the work flow of the mathematician I see two very different activities:

  1. Developing a mathematical theory
  2. Writing documents about the theory, e.g.

The result of the first is a complete, rigorous presentation of the theory that is read by colleagues. It is to be added to the “big library of all mathematics”. We will thus call it theory library entry. It has very strong requirements of correctness that are, in my opinion, ideally met by fully formalising it, and having the formalisation checked by a De Bruijn criterion compliant theorem checker. It would be “socially acceptable” to require such a theory to be fully formalised before it is generally accepted as valid1; the mathematicians will accept to do this extra step, to spend this extra time (once the tools are mature and this represents an acceptable amount of effort and time). This will save us repeats of e.g. the story of Hilbert's 16th problem (maximal number of limit cycles of a polynomial differential equation in dimension 2) throughout the century, as described in [Ghy01]2. The “reference view” of the mathematical theory presentation can thus, and there are advantages to doing so, be derived more or less automatically from the formalisation.

The second has various audiences (students, colleagues, amateurs, ...). I explicitly make no statement here about the support of the document (cellulose-based paper, interactive or non-interactive electronic document, ...). The requirements of guarantees of total and formal correctness are sometimes/often looser. While a nice extra, I don't see such guarantees becoming a real requirement; (some) mathematicians will refuse to spend the extra time. Weaker forms of checking / formality (like [Ned02] or [Wie]) may be applicable, either as a publication requirement, or as a help to the author to catch typing errors and slips, similarly to automatic spelling and grammar checks done in mainstream document preparation systems. These documents would obviously refer to and incorporate parts of the theory library entry.

3 Tools for mathematical documents

The question this note aims to ask is “Do these two different activities warrant two different tools?”. Let's call the tool used for writing library entries LibPerfect and the one used for writing documents about the theory ImpressAudience. It seems natural that LibPerfect would include everything useful to the user when he is building a theory or a result (proof checker, presentation of finished and unfinished proofs to send to colleagues, search facilities to find a lemma proven years earlier, computer algebra system, etc). ImpressAudience would include everything useful to write documents about mathematics (easy use of existing mathematical notations, easy definition of new notations, multiple support (paper, electronic, transparents, ...), etc), ideally not requiring the user to retype what he has already typed in LibPerfect. The question now becomes the question of whether LibPerfect should be distinct from or equal to ImpressAudience.

3.1 Equality

3.2 Distinctiveness

3.3 Discussion

The central, decisive, points seem to be

What's your opinion?

Bibliography

[Ghy01]
Etienne Ghys. Le rôle des erreurs dans le développement des mathématiques. Seminar http://www.ens-lyon.fr/asso/groupe-seminaires/seminaires/eghys.php , May 2001.
[Ned02]
Rob Nederpelt. Weak type theory: A formal language for mathematics. Computing Science Report 02-05, Eindhoven University of Technology, Department of Math. and Comp. Sc., Den Dolech 2, Postbus 513 - 5600 MB Eindhoven, May 2002.
[Wie]
Freek Wiedijk. Formal proof sketches. submitted to the TYPES 2003 proceedings, http://www.cs.kun.nl/ freek/notes/sketches2.tex .

Footnotes

1. This does not necessarily mean that it is a requirement for publication of an article. Publishing and article that says “Here is a proof sketch, the details are not fully worked out.” is still OK. A computer formalisation is simply a strong hint that if the claim “this proof is correct” is made, it is true. The social standards will evolve in the direction that if a claim of correctness is done, it is not believed unless backed up by a computer-verifiable formalisation.

2. In short, an upper bound was found and proved. The theorem was generally accepted as true, then an error in the proof is found. Another proof surfaces, is accepted, later an error is found. Iterate a few times, and you'll get to the year 2004.

3. This obviously doesn't mean the answer will be output in O(1) time.