The solution of cubic and quartic equations - 2

Another Italian, Rafael Bombelli (1526-72), wrote a textbook entitled Algebra, which gave a better exposition of Cardano’s method. Parts of this book were published in 1572 just before his death. The Algebra followed the style of earlier books, such as Pacioli’s Summa de arithmetica. It began with elementary material, illustrated with numerous problems. Bombelli had been influenced in his choice of problems by studying a Greek manuscript of the Arithmetica of Diophantus of Alexandria in the Vatican Library–an example of how, during the Renaissance, scholars began to rediscover the classical legacy of ancient Greece. The book progressed to the most modern work available in algebra at that time–the solution of cubic and quartic equations. Bombelli’s Algebra remained popular into the 17th century and helped to teach the famous German mathematician Leibniz the rudiments of the subject.

Bombelli made use of a limited amount of algebraic notation, which enabled him to advance beyond the rhetorical style of the Islamic and earlier Italian mathematicians. He used R.q. to denote a square root, R.c. to denote a cube root, and so on. He also used parentheses to enclose large algebraic expressions and thus clarify meaning. He maintained the use of p for plus and m for minus, as in older Italian publications. (The + and - signs had already been introduced in German arithmetic books and these were subsequently universally adopted.) Bombelli’s main notational innovation was the use of a semicircle under a number n to denote an nth power. So, for example,

$1 \smile^3 p 6 \smile^2 m 3 \smile^1$ denoted x3 + 6x2 - 3x.

Bombelli gave an enirely original treatment of the imaginary quantities that arise in the solution of cubic equations, in which he showed how such quantities can be manipulated like real quantities. He called the imaginary number $\sqrt{-1}$ piu` di meno (plus of minus) and

$- \sqrt{-1}$ meno di meno (minus of minus). He wrote, for example, the imaginary number $3 + 2 \sqrt{-1}$ as 3pdim2 and $3 - 2 \sqrt{-1}$ as 3mdim2. He provided rules of multiplication

for these imaginary quantities, such as

piudimeno × piudimeno = meno

$(meaning \ \ \sqrt{-1} \times \sqrt{-1} = -1)$ , and gave examples to show how more complicated multiplication and division could be performed with imaginary quantities.

Let’s look at Bombelli’s treatment of a case of the cubic involving imaginary quantities. Take the polynomial x3 - 15x - 4. This has the integer root x = 4, and it’s easy to

see that all three roots of this polynomial are real. In fact, the polynomial factorizes as (x- 4)(x2 +4x+1) and so the other two roots can be found in terms of real square roots. If we simply stick to Cardano’s method of solution, we see that b2 + (4a3/27) = -484 and so we must use imaginary quantities. We get a root

which is actually real. Without using this precise expression, Bombelli noticed that the two expressions inside the cube root signs are complex conjugate numbers (that is, of the form $a + b \sqrt{-1} \ \text{and} \ a - b \sqrt{-1}$) , andhesurmised that the cube roots must alsobecomplex

conjugates (which is correct). Writing then these conjugate cube roots as $c + d \sqrt{-1}$ and

$c - d \sqrt{-1}$ and using the fact that 4 is a root, we get

$4 = c + d \sqrt{-1} + c - d \sqrt{-1}$

and therefore c = 2. As we also have

$(c + d \sqrt{-1})^3 = 2 + 11 \sqrt{-1}$

we obtain on cubing, since c = 2,

$8 +12 \sqrt{-1} - 6d^2 - d^3 \sqrt{-1} = 2 + 11 \sqrt{-1}$

and thus comparing real and imaginary parts, 8 - 6d2 = 2, so that we can take d = 1. In this way, Bombelli had shown that the cube roots of imaginary quantities could be expressed as imaginary quantities. Admittedly, he had to know the real root x = 4, and he used a certain amount of trial and error, but his approach seems surprisingly modern. In any case, the imaginary numbers had shown their value. Sometimes we can make a well informed guess as to the cube root of a imaginary quantity and then obtain straightforward real solutions of cubic equations. It might be added that there exist more complicated examples of the casus irreducibilis where there are no simple formulae for real roots of cubics, except by using imaginary numbers. In such cases, solutions expressed in terms of sines of angles also exist, as we will explain later.

We have seen how the roots of a cubic polynomial may be found by what has become known as Cardano’s method. The method for calculating the roots of a quartic polynomial (one of degree 4) is due to Ludovico Ferrari (1522-65). Ferrari was born in Bologna. At the age of fourteen, he was sent to Milan to work with Cardano, from whom he learned mathematics. Ferrari proved to be mathematically gifted and he assisted Cardano in his research. In answer to a question posed to Cardano, Ferrari discovered a method for solving a specific quartic polynomial which proved to be applicable to all cases. The question was this:

$\sqrt[3]{2 + 11 \sqrt{-1}} + \sqrt[3]{2 - 11 \sqrt{-1}} ,$

divide 10 into three parts in continued proportion so that the product of the first two parts is 6.

This means that we must find three real numbers a, b and c so that a ≤ b ≤ c and

a + b + c = 10 ab = 6.

We express the fact that the numbers are in continued proportion by setting

$\frac{c}{b} = \frac{b}{a}$

This last property translates into b2 = ac. Now we obtain

b3 = abc = 6c = 6(10 - a - b)

and since a = 6/b, this gives

3                6

b = 6(10 - b - b).

Multiplying by b, we obtain b4 = 60b - 36 - 6b2 and this translates, in our notation, to a quartic polynomial in b, where the coefficient of b3 is 0, namely:

b4 + 6b2 - 60b + 36 = 0.

Ferrari solved this by using the technique of completing the square, and introducing what has become known as an auxiliary cubic, which of course could be solved by Cardano’s method. The fundamental features of his method remain unchanged to this day, and it is remarkable that such good progress could be made with the disadvantage of poor notation. A simple algebraic identity is also used:

(x2 + c + d)2 = (x2 + c)2 + 2d(x2 + c) + d2,

which is well known to us, but which was expressed geometrically by Ferrari.

We continue the solution in modern notation, although the essence of Ferrari’s solution is maintained. We rearrange to get

b4 + 6b2 = 60b - 36.

Take half the coefficient of b2, square it to get 9, and add this quantity to both sides:

b4 + 6b2 + 9 = 60b - 27.

The left hand side is now the perfect square (b2 + 3)2–remember that this trick is used to solve a quadratic equation. Therefore,

(b2 + 3)2 = 60b - 27.

The left hand side is a perfect square and we want to try to add something to the right hand side to obtain a perfect square, while maintaining one on the left. By our quadratic identity above, we have for any number d,

(b2 + 3 + d)2 = (b2 + 3)2 + 2d(b2 + 3) + d2 = 60b - 27 + 2d(b2 + 3) + d2 = 2db2 + 60b + 6d + d2 - 27.

The expression on the right above can be interpreted as a quadratic in b with variable coefficients. Now recall from the theory of quadratic equations that a quadratic polynomial ax2 + bx + c is expressible as the perfect square

$(\sqrt{a}x + \sqrt{c})^2$

precisely when b2 = 4ac (this is the condition for the quadratic to have equal roots). So, we can arrange for the quadratic in b on the right above to be a perfect square if

602 = 8d(6d + d2 - 27)

and this translates into

450 = d3 + 6d2 - 27d.

Therefore, we need d to be a solution of the cubic equation

d3 + 6d2 - 27d - 450 = 0.

We can solve this by Cardano’s method by first removing the d2 term by a linear change of variables. Once a value for d is found, we get an equation

$(b^2 + 3 + d)^2 = (\sqrt{2d}b + \sqrt{6d + d^2 - 27})^2 ,$

which we can solve by taking square roots and then applying the quadratic formula. (Of course the actual value b is going to be rather messy, so there is no simple solution to the original problem of dividing 10 into three numbers with the special properties.)

Ferrari’s solution was presented to the world by Cardano in the Ars magna of 1545. Remember that Cardano had previously sworn an oath to Tartaglia that he would not divulge the secret of solving a cubic equation. It seems however that Cardano became aware that Tartaglia did not have priority in the discovery. Cardano and Ferrari travelled to Bologna to inspect the working papers of Scipione del Ferro, which had been preserved at the university there. On confirming that del Ferro already had the solution of the cubic before Tartaglia, Cardano felt that the force of the oath no longer applied and that he was justified to publish his solution of the cubic equation. Tartaglia responded by accusing

Cardano of bad faith and duplicity. The ensuing quarrel between the two sides was largely conducted by Ferrari and Tartaglia in a series of letters, which were printed and published, and are still available to this day. To try to settle the quarrel, Ferrari and Tartaglia met in a public disputation held in Milan in August 1548. It seems that Ferrari was held to be the victor. Mathematics rarely attracts such publicity or arouses such bad feelings!

It was later shown by Bombelli that the basic features of Ferrari’s method are applicable to finding the roots of any quartic polynomial, as we will explain here. Suppose that we require the roots of the quartic

x4 + ax3 + bx2 + cx + d.

As in the cubic case, we substitute x = y - r into the x-expression and choose r so that the coefficient of y3 in the resulting quartic in y is 0. This is done by setting

$r = \frac{a}{4}$

It suffices, therefore, to assume that our quartic is

x4 + ax2 + bx + c.

Let α be a root. Then

α4 + aα2 = -bα - c.

Complete the square on the left to get

$\alpha^4 + a \alpha^3 + \frac{a^3}{4} = \frac{a^2}{4} - b \alpha - c \\ \(\alpha^2 + \frac{a}{2}\)^2 = \frac{a^2}{4} - b \alpha - c$

As before, we look for d so that

$\begin{eqnarray} \(\alpha^2 + \frac{a}{2} + d\)^2 &=& \(\alpha^2 + \frac{a}{2} \)^2 + 2d \(\alpha^2 + \frac{a}{2}\) + d^2 \\ &=& \frac{a^2}{4} - b \alpha - c + 2d \alpha^3 + d \alpha + d^2 \\ &=& 2d \alpha^2 - b \alpha + \frac{a^2}{4} - c + da +d^2. \end{eqnarray}$

The expression in α on the right hand side above is a perfect square in α provided

$b^2 = 8d \(d^2 + da + \frac{a^2}{4} -c\)$

and this again gives a cubic in d which we can solve. Once we have a value for d, we can find α by taking square roots and applying the quadratic formula.

We see therefore that by the middle of the 16th century, considerable progress had been made on the problem of finding the roots of polynomials. Despite poor notation, the fundamental principles had been laid down for finding the roots of cubic and quartic polynomials. The roots were expressed in terms of formulae that involve the square roots and cube roots of possibly imaginary magnitudes. This was entirely reasonable, as even to give the roots of polynomials such as x3 + c or x4 + d involves the extraction of cube roots and repeated square roots. This advance may be considered the most significant mathematical step made since the algebraic work of Diophantus in the third century. No further progress was made in finding similar expressions to describe the roots of quintic polynomials (polynomials of degree 5). The hope was clearly that the roots might be expressed in terms of radicals involving square, cube and fifth roots, but no amount of ingenuity could give an answer except in very special cases.

Solution of cubic and quartic equations - 1

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