Mathematical logic - Biblioteka.sk

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Mathematical logic
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Mathematical logic is the study of formal logic within mathematics. Major subareas include model theory, proof theory, set theory, and recursion theory (also known as computability theory). Research in mathematical logic commonly addresses the mathematical properties of formal systems of logic such as their expressive or deductive power. However, it can also include uses of logic to characterize correct mathematical reasoning or to establish foundations of mathematics.

Since its inception, mathematical logic has both contributed to and been motivated by the study of foundations of mathematics. This study began in the late 19th century with the development of axiomatic frameworks for geometry, arithmetic, and analysis. In the early 20th century it was shaped by David Hilbert's program to prove the consistency of foundational theories. Results of Kurt Gödel, Gerhard Gentzen, and others provided partial resolution to the program, and clarified the issues involved in proving consistency. Work in set theory showed that almost all ordinary mathematics can be formalized in terms of sets, although there are some theorems that cannot be proven in common axiom systems for set theory. Contemporary work in the foundations of mathematics often focuses on establishing which parts of mathematics can be formalized in particular formal systems (as in reverse mathematics) rather than trying to find theories in which all of mathematics can be developed.

Subfields and scope

The Handbook of Mathematical Logic[1] in 1977 makes a rough division of contemporary mathematical logic into four areas:

  1. set theory
  2. model theory
  3. recursion theory, and
  4. proof theory and constructive mathematics (considered as parts of a single area).

Additionally, sometimes the field of computational complexity theory is also included as part of mathematical logic.[2] Each area has a distinct focus, although many techniques and results are shared among multiple areas. The borderlines amongst these fields, and the lines separating mathematical logic and other fields of mathematics, are not always sharp. Gödel's incompleteness theorem marks not only a milestone in recursion theory and proof theory, but has also led to Löb's theorem in modal logic. The method of forcing is employed in set theory, model theory, and recursion theory, as well as in the study of intuitionistic mathematics.

The mathematical field of category theory uses many formal axiomatic methods, and includes the study of categorical logic, but category theory is not ordinarily considered a subfield of mathematical logic. Because of its applicability in diverse fields of mathematics, mathematicians including Saunders Mac Lane have proposed category theory as a foundational system for mathematics, independent of set theory. These foundations use toposes, which resemble generalized models of set theory that may employ classical or nonclassical logic.

History

Mathematical logic emerged in the mid-19th century as a subfield of mathematics, reflecting the confluence of two traditions: formal philosophical logic and mathematics.[3] Mathematical logic, also called 'logistic', 'symbolic logic', the 'algebra of logic', and, more recently, simply 'formal logic', is the set of logical theories elaborated in the course of the nineteenth century with the aid of an artificial notation and a rigorously deductive method.[4] Before this emergence, logic was studied with rhetoric, with calculationes,[5] through the syllogism, and with philosophy. The first half of the 20th century saw an explosion of fundamental results, accompanied by vigorous debate over the foundations of mathematics.

Early history

Theories of logic were developed in many cultures in history, including China, India, Greece and the Islamic world. Greek methods, particularly Aristotelian logic (or term logic) as found in the Organon, found wide application and acceptance in Western science and mathematics for millennia.[6] The Stoics, especially Chrysippus, began the development of predicate logic. In 18th-century Europe, attempts to treat the operations of formal logic in a symbolic or algebraic way had been made by philosophical mathematicians including Leibniz and Lambert, but their labors remained isolated and little known.

19th century

In the middle of the nineteenth century, George Boole and then Augustus De Morgan presented systematic mathematical treatments of logic. Their work, building on work by algebraists such as George Peacock, extended the traditional Aristotelian doctrine of logic into a sufficient framework for the study of foundations of mathematics.[7] In 1847. Vatroslav Bertić made substantial work on algebraization of logic, independently from Boole.[8] Charles Sanders Peirce later built upon the work of Boole to develop a logical system for relations and quantifiers, which he published in several papers from 1870 to 1885.

Gottlob Frege presented an independent development of logic with quantifiers in his Begriffsschrift, published in 1879, a work generally considered as marking a turning point in the history of logic. Frege's work remained obscure, however, until Bertrand Russell began to promote it near the turn of the century. The two-dimensional notation Frege developed was never widely adopted and is unused in contemporary texts.

From 1890 to 1905, Ernst Schröder published Vorlesungen über die Algebra der Logik in three volumes. This work summarized and extended the work of Boole, De Morgan, and Peirce, and was a comprehensive reference to symbolic logic as it was understood at the end of the 19th century.

Foundational theories

Concerns that mathematics had not been built on a proper foundation led to the development of axiomatic systems for fundamental areas of mathematics such as arithmetic, analysis, and geometry.

In logic, the term arithmetic refers to the theory of the natural numbers. Giuseppe Peano[9] published a set of axioms for arithmetic that came to bear his name (Peano axioms), using a variation of the logical system of Boole and Schröder but adding quantifiers. Peano was unaware of Frege's work at the time. Around the same time Richard Dedekind showed that the natural numbers are uniquely characterized by their induction properties. Dedekind proposed a different characterization, which lacked the formal logical character of Peano's axioms.[10] Dedekind's work, however, proved theorems inaccessible in Peano's system, including the uniqueness of the set of natural numbers (up to isomorphism) and the recursive definitions of addition and multiplication from the successor function and mathematical induction.

In the mid-19th century, flaws in Euclid's axioms for geometry became known.[11] In addition to the independence of the parallel postulate, established by Nikolai Lobachevsky in 1826,[12] mathematicians discovered that certain theorems taken for granted by Euclid were not in fact provable from his axioms. Among these is the theorem that a line contains at least two points, or that circles of the same radius whose centers are separated by that radius must intersect. Hilbert[13] developed a complete set of axioms for geometry, building on previous work by Pasch.[14] The success in axiomatizing geometry motivated Hilbert to seek complete axiomatizations of other areas of mathematics, such as the natural numbers and the real line. This would prove to be a major area of research in the first half of the 20th century.

The 19th century saw great advances in the theory of real analysis, including theories of convergence of functions and Fourier series. Mathematicians such as Karl Weierstrass began to construct functions that stretched intuition, such as nowhere-differentiable continuous functions. Previous conceptions of a function as a rule for computation, or a smooth graph, were no longer adequate. Weierstrass began to advocate the arithmetization of analysis, which sought to axiomatize analysis using properties of the natural numbers. The modern (ε, δ)-definition of limit and continuous functions was already developed by Bolzano in 1817,[15] but remained relatively unknown. Cauchy in 1821 defined continuity in terms of infinitesimals (see Cours d'Analyse, page 34). In 1858, Dedekind proposed a definition of the real numbers in terms of Dedekind cuts of rational numbers, a definition still employed in contemporary texts.[16]

Georg Cantor developed the fundamental concepts of infinite set theory. His early results developed the theory of cardinality and proved that the reals and the natural numbers have different cardinalities.[17] Over the next twenty years, Cantor developed a theory of transfinite numbers in a series of publications. In 1891, he published a new proof of the uncountability of the real numbers that introduced the diagonal argument, and used this method to prove Cantor's theorem that no set can have the same cardinality as its powerset. Cantor believed that every set could be well-ordered, but was unable to produce a proof for this result, leaving it as an open problem in 1895.[18]

20th century

In the early decades of the 20th century, the main areas of study were set theory and formal logic. The discovery of paradoxes in informal set theory caused some to wonder whether mathematics itself is inconsistent, and to look for proofs of consistency.

In 1900, Hilbert posed a famous list of 23 problems for the next century. The first two of these were to resolve the continuum hypothesis and prove the consistency of elementary arithmetic, respectively; the tenth was to produce a method that could decide whether a multivariate polynomial equation over the integers has a solution. Subsequent work to resolve these problems shaped the direction of mathematical logic, as did the effort to resolve Hilbert's Entscheidungsproblem, posed in 1928. This problem asked for a procedure that would decide, given a formalized mathematical statement, whether the statement is true or false.

Set theory and paradoxes

Ernst Zermelo gave a proof that every set could be well-ordered, a result Georg Cantor had been unable to obtain.[19] To achieve the proof, Zermelo introduced the axiom of choice, which drew heated debate and research among mathematicians and the pioneers of set theory. The immediate criticism of the method led Zermelo to publish a second exposition of his result, directly addressing criticisms of his proof.[20] This paper led to the general acceptance of the axiom of choice in the mathematics community.

Skepticism about the axiom of choice was reinforced by recently discovered paradoxes in naive set theory. Cesare Burali-Forti[21] was the first to state a paradox: the Burali-Forti paradox shows that the collection of all ordinal numbers cannot form a set. Very soon thereafter, Bertrand Russell discovered Russell's paradox in 1901, and Jules Richard discovered Richard's paradox.[22]

Zermelo provided the first set of axioms for set theory.[23] These axioms, together with the additional axiom of replacement proposed by Abraham Fraenkel, are now called Zermelo–Fraenkel set theory (ZF). Zermelo's axioms incorporated the principle of limitation of size to avoid Russell's paradox.

In 1910, the first volume of Principia Mathematica by Russell and Alfred North Whitehead was published. This seminal work developed the theory of functions and cardinality in a completely formal framework of type theory, which Russell and Whitehead developed in an effort to avoid the paradoxes. Principia Mathematica is considered one of the most influential works of the 20th century, although the framework of type theory did not prove popular as a foundational theory for mathematics.[24]

Fraenkel[25] proved that the axiom of choice cannot be proved from the axioms of Zermelo's set theory with urelements. Later work by Paul Cohen[26] showed that the addition of urelements is not needed, and the axiom of choice is unprovable in ZF. Cohen's proof developed the method of forcing, which is now an important tool for establishing independence results in set theory.[27]

Symbolic logic

Leopold Löwenheim[28] and Thoralf Skolem[29] obtained the Löwenheim–Skolem theorem, which says that first-order logic cannot control the cardinalities of infinite structures. Skolem realized that this theorem would apply to first-order formalizations of set theory, and that it implies any such formalization has a countable model. This counterintuitive fact became known as Skolem's paradox.

In his doctoral thesis, Kurt Gödel proved the completeness theorem, which establishes a correspondence between syntax and semantics in first-order logic.[30] Gödel used the completeness theorem to prove the compactness theorem, demonstrating the finitary nature of first-order logical consequence. These results helped establish first-order logic as the dominant logic used by mathematicians.

In 1931, Gödel published On Formally Undecidable Propositions of Principia Mathematica and Related Systems, which proved the incompleteness (in a different meaning of the word) of all sufficiently strong, effective first-order theories. This result, known as Gödel's incompleteness theorem, establishes severe limitations on axiomatic foundations for mathematics, striking a strong blow to Hilbert's program. It showed the impossibility of providing a consistency proof of arithmetic within any formal theory of arithmetic. Hilbert, however, did not acknowledge the importance of the incompleteness theorem for some time.[a]

Gödel's theorem shows that a consistency proof of any sufficiently strong, effective axiom system cannot be obtained in the system itself, if the system is consistent, nor in any weaker system. This leaves open the possibility of consistency proofs that cannot be formalized within the system they consider. Gentzen proved the consistency of arithmetic using a finitistic system together with a principle of transfinite induction.[31] Gentzen's result introduced the ideas of cut elimination and proof-theoretic ordinals, which became key tools in proof theory. Gödel gave a different consistency proof, which reduces the consistency of classical arithmetic to that of intuitionistic arithmetic in higher types.[32]

The first textbook on symbolic logic for the layman was written by Lewis Carroll,[33] author of Alice's Adventures in Wonderland, in 1896.[34]

Beginnings of the other branches

Alfred Tarski developed the basics of model theory.

Beginning in 1935, a group of prominent mathematicians collaborated under the pseudonym Nicolas Bourbaki to publish Éléments de mathématique, a series of encyclopedic mathematics texts. These texts, written in an austere and axiomatic style, emphasized rigorous presentation and set-theoretic foundations. Terminology coined by these texts, such as the words bijection, injection, and surjection, and the set-theoretic foundations the texts employed, were widely adopted throughout mathematics.

The study of computability came to be known as recursion theory or computability theory, because early formalizations by Gödel and Kleene relied on recursive definitions of functions.[b] When these definitions were shown equivalent to Turing's formalization involving Turing machines, it became clear that a new concept – the computable function – had been discovered, and that this definition was robust enough to admit numerous independent characterizations. In his work on the incompleteness theorems in 1931, Gödel lacked a rigorous concept of an effective formal system; he immediately realized that the new definitions of computability could be used for this purpose, allowing him to state the incompleteness theorems in generality that could only be implied in the original paper.

Numerous results in recursion theory were obtained in the 1940s by Stephen Cole Kleene and Emil Leon Post. Kleene[35] introduced the concepts of relative computability, foreshadowed by Turing,[36] and the arithmetical hierarchy. Kleene later generalized recursion theory to higher-order functionals. Kleene and Georg Kreisel studied formal versions of intuitionistic mathematics, particularly in the context of proof theory.

Formal logical systems