Skip to main content

Analogical Arguments in Mathematics

  • Chapter
  • First Online:
The Argument of Mathematics

Part of the book series: Logic, Epistemology, and the Unity of Science ((LEUS,volume 30))

  • 1617 Accesses

Abstract

This chapter proposes an analysis of analogical arguments in mathematics. Such arguments are used to show that mathematical conjectures are plausible. The core idea of the chapter is that there is a strong link between good analogies and fruitful generalization. Specifically, a good analogical argument in mathematics is one that articulates a clear proof that is ‘fit for imitation’. This idea is first stated as a simple test, and then refined and deepened through a set of models for relationships of similarity that are important in mathematical analogies. The chapter concludes by addressing the philosophical basis for analogical reasoning and the use of analogies in extended mathematical research programs.

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 84.99
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book
USD 109.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book
USD 109.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Notes

  1. 1.

    Pólya (1954), Poincaré (1952) and Hadamard (1949) have all stressed the importance of analogies in mathematical discovery.

  2. 2.

    Chapters 2 and 3 of my book (Bartha, 2010) provide a selective survey of the extensive literature on analogies and analogical reasoning. A recent and fairly representative collection of papers on analogy, mainly from the perspective of cognitive science, is Kokinov et al. (2009).

  3. 3.

    Of course, Herschel is speaking of empirical hypotheses. The vera causa requirement cannot be applied literally to mathematical conjectures.

  4. 4.

    Indeed, the probabilistic conception of plausibility is important, and can be useful if we wish to model the strength of an analogical argument (in mathematics or elsewhere). My contention here is simply that the modal conception of plausibility is both ubiquitous and fundamental in mathematics.

  5. 5.

    For a very different set of tensions between the structure-mapping approach and mathematical analogies, see (Schlimm, 2008).

  6. 6.

    In chapter 4 of Bartha (2010), I apply these principles widely to a variety of analogical arguments.

  7. 7.

    The test makes use of the terminology introduced in Sect. 12.2.

  8. 8.

    Lacking an account of similarity at this point, I simply assert that there is a natural correspondence here. Shortly, we shall describe this as a case of geometric similarity.

  9. 9.

    See Lakatos (1976) for the history and limitations of this formula.

  10. 10.

    For a polygon, F (the number of faces) is 1; for a polyhedron, S (the number of solid elements) is 1.

  11. 11.

    The full generalization involves concepts of algebraic topology; see Munkres (1984).

  12. 12.

    The fraktur variables—representing relations, functions and constants—are free in Ψ. The other relation, function and constant symbols denote entities in the source and target domains.

  13. 13.

    A modified result is true: if \({(ab)}^{3} = {a}^{3}{b}^{3}\) for all a, b in T, and the number of elements in T is not divisible by 3, then T is abelian.

  14. 14.

    In Section 4.10.

  15. 15.

    The proposal can be generalized to cases where geometric similarity is defined using more than one parameter, although this requires the introduction of a metric.

  16. 16.

    Again, see Bartha (2010) , section 4.10, for a full discussion.

  17. 17.

    If this sum of positive terms converges to a finite limit, then it is absolutely convergent and so the order of summation is unimportant.

  18. 18.

    In chapter 8 of (Bartha, 2010), I provide a more general (and detailed) argument.

  19. 19.

    Versions of these principles are identified by van Fraassen (1989).

  20. 20.

    This example is a modified version of one proposed by Russell (1986) and by Davies and Russell (1987) in their discussions of analogical reasoning.

  21. 21.

    For a detailed defense of this principle, see section 8.2 of Bartha (2010).

References

  • Bartha, P. (2010). By parallel reasoning: The construction and evaluation of analogical arguments. New York: Oxford University Press.

    Book  Google Scholar 

  • Campbell, N. (1957). Foundations of science. New York: Dover.

    Google Scholar 

  • Davies, T., & Russell, S. (1987). A logical approach to reasoning by analogy. In J. McDermott (Ed.), IJCAI 87: Proceedings of the tenth international joint conference on artificial intelligence (pp. 264–270). Los Altos, CA: Morgan Kaufmann.

    Google Scholar 

  • Descartes, R. (1954 [1637]). The geometry of René Descartes (D. E. Smith & M. L. Latham, Trans.). New York: Dover.

    Google Scholar 

  • Gentner, D. (1983). Structure-mapping: A theoretical framework for analogy. Cognitive Science, 7, 155–170.

    Article  Google Scholar 

  • Hadamard, J. (1949). An essay on the psychology of invention in the mathematical field. Princeton, NJ: Princeton University Press.

    Google Scholar 

  • Herstein, I. (1975). Topics in algebra (2nd ed.). New York: Wiley.

    Google Scholar 

  • Hesse, M. (1966). Models and analogies in science. Notre Dame, IN: University of Notre Dame Press.

    Google Scholar 

  • Hume, D. (1947 [1779]). Dialogues concerning natural religion. Indianapolis, IN: Bobbs-Merrill.

    Google Scholar 

  • Kline, M. (1972). Mathematical thought from ancient to modern times. New York: Oxford University Press.

    Google Scholar 

  • Kokinov, B., Holyoak, K., & Gentner, D. (Eds.) (2009). Proceedings of the second international conference on analogy (Analogy-2009). Sofia: New Bulgarian University Press.

    Google Scholar 

  • Lakatos, I. (1976). Proofs and refutations: The logic of mathematical discovery (edited by J. Worrall & E. Zahar). Cambridge: Cambridge University Press.

    Google Scholar 

  • Macintyre, A. (1986). Twenty years of p-adic model theory. In J. Paris, A. Wilkie, & G. Wilmers (Eds.), Logic colloquium 1984 (pp. 121–153). Amsterdam: North-Holland.

    Google Scholar 

  • Mill, J. S. (1930 [1843]). A system of logic, ratiocinative and inductive, being a connected view of the principles of evidence and the methods of scientific investigation. London: Longmans, Green and Co.

    Google Scholar 

  • Munkres, J. (1984). Elements of algebraic topology. Menlo Park, CA: Addison-Wesley.

    Google Scholar 

  • Playfair, J. (1778). On the arithmetic of impossible quantities. Philosophical Transactions of The Royal Society, 68, 318–343.

    Google Scholar 

  • Poincaré, H. (1952). Science and hypothesis (W. J. Greenstreet, Trans.). New York: Dover.

    Google Scholar 

  • Pólya, G. (1954). Mathematics and plausible reasoning (2 Vols.). Princeton, NJ: Princeton University Press.

    Google Scholar 

  • Russell, S. (1986). Analogical and inductive reasoning. PhD thesis, Department of Computer Science, Stanford University.

    Google Scholar 

  • Schlimm, D. (2008). Two ways of analogy: Extending the study of analogies to mathematical domains. Philosophy of Science, 75(2), 178–200.

    Article  Google Scholar 

  • Snyder, L. (2006). Reforming philosophy: A Victorian debate on science and society. Chicago, IL: University of Chicago Press.

    Book  Google Scholar 

  • Van Fraassen, B. (1989). Laws and symmetry. Oxford: Clarendon.

    Book  Google Scholar 

Download references

Acknowledgements

This chapter is based largely on material in my book (Bartha, 2010), with some additions and clarifications. Sections of that book are reproduced here by kind permission of Oxford University Press. Many issues that are neglected or only briefly mentioned here are discussed in the book. I also wish to acknowledge the helpful contributions of the editors.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Paul Bartha .

Editor information

Editors and Affiliations

Rights and permissions

Reprints and permissions

Copyright information

© 2013 Springer Science+Business Media Dordrecht

About this chapter

Cite this chapter

Bartha, P. (2013). Analogical Arguments in Mathematics. In: Aberdein, A., Dove, I. (eds) The Argument of Mathematics. Logic, Epistemology, and the Unity of Science, vol 30. Springer, Dordrecht. https://doi.org/10.1007/978-94-007-6534-4_12

Download citation

Publish with us

Policies and ethics