Parallel postulate

History

From the beginning, the postulate came under attack as being provable, and therefore not a postulate, and for more than two thousand years, many attempts were made to prove (derive) the parallel postulate using Euclid's first four postulates. The main reason that such a proof was so highly sought after was that, unlike the first four postulates, the parallel postulate is not self-evident. If the order in which the postulates were listed in the Elements is significant, it indicates that Euclid included this postulate only when he realised he could not prove it or proceed without it. Many attempts were made to prove the fifth postulate from the other four, many of them being accepted as proofs for long periods until the mistake was found. Invariably the mistake was assuming some 'obvious' property which turned out to be equivalent to the fifth postulate (Playfair's axiom). Although known from the time of Proclus, this became known as Playfair's Axiom after John Playfair wrote a famous commentary on Euclid in 1795 in which he proposed replacing Euclid's fifth postulate by his own axiom. Today, over two thousand two hundred years later, Euclid's fifth postulate remains a postulate.

Proclus (410–485) wrote a commentary on The Elements where he comments on attempted proofs to deduce the fifth postulate from the other four; in particular, he notes that Ptolemy had produced a false 'proof'. Proclus then goes on to give a false proof of his own. However, he did give a postulate which is equivalent to the fifth postulate.

Ibn al-Haytham (Alhazen) (965–1039), an Arab mathematician, made an attempt at proving the parallel postulate using a proof by contradiction, in the course of which he introduced the concept of motion and transformation into geometry. He formulated the Lambert quadrilateral, which Boris Abramovich Rozenfeld names the "Ibn al-Haytham–Lambert quadrilateral", and his attempted proof contains elements similar to those found in Lambert quadrilaterals and Playfair's axiom.

The Persian mathematician, astronomer, philosopher, and poet Omar Khayyám (1050–1123), attempted to prove the fifth postulate from another explicitly given postulate (based on the fourth of the five principles due to the Philosopher (Aristotle), namely, "Two convergent straight lines intersect and it is impossible for two convergent straight lines to diverge in the direction in which they converge." He derived some of the earlier results belonging to elliptical geometry and hyperbolic geometry, though his postulate excluded the latter possibility. The Saccheri quadrilateral was also first considered by Omar Khayyám in the late 11th century in Book I of Explanations of the Difficulties in the Postulates of Euclid. Unlike many commentators on Euclid before and after him (including Giovanni Girolamo Saccheri), Khayyám was not trying to prove the parallel postulate as such but to derive it from his equivalent postulate. He recognized that three possibilities arose from omitting Euclid's fifth postulate; if two perpendiculars to one line cross another line, judicious choice of the last can make the internal angles where it meets the two perpendiculars equal (it is then parallel to the first line). If those equal internal angles are right angles, we get Euclid's fifth postulate, otherwise, they must be either acute or obtuse. He showed that the acute and obtuse cases led to contradictions using his postulate, but his postulate is now known to be equivalent to the fifth postulate.

Nasir al-Din al-Tusi (1201–1274), in his Al-risala al-shafiya'an al-shakk fi'l-khutut al-mutawaziya (Discussion Which Removes Doubt about Parallel Lines) (1250), wrote detailed critiques of the parallel postulate and on Khayyám's attempted proof a century earlier. Nasir al-Din attempted to derive a proof by contradiction of the parallel postulate. He also considered the cases of what are now known as elliptical and hyperbolic geometry, though he ruled out both of them.

Nasir al-Din's son, Sadr al-Din, wrote a book on the subject in 1298, based on his father's later thoughts, which presented one of the earliest arguments for a non-Euclidean hypothesis equivalent to the parallel postulate. "He essentially revised both the Euclidean system of axioms and postulates and the proofs of many propositions from the Elements." His work was published in Rome in 1594 and was studied by European geometers. This work marked the starting point for Saccheri's work on the subject which opened with a criticism of Sadr al-Din's work and the work of Wallis.

Giordano Vitale (1633–1711), in his book Euclide restituto (1680, 1686), used the Khayyam-Saccheri quadrilateral to prove that if three points are equidistant on the base AB and the summit CD, then AB and CD are everywhere equidistant. Girolamo Saccheri (1667–1733) pursued the same line of reasoning more thoroughly, correctly obtaining absurdity from the obtuse case (proceeding, like Euclid, from the implicit assumption that lines can be extended indefinitely and have infinite length), but failing to refute the acute case (although he managed to wrongly persuade himself that he had).

In 1766 Johann Lambert wrote, but did not publish, Theorie der Parallellinien in which he attempted, as Saccheri did, to prove the fifth postulate. He worked with a figure that today we call a Lambert quadrilateral, a quadrilateral with three right angles (can be considered half of a Saccheri quadrilateral). He quickly eliminated the possibility that the fourth angle is obtuse, as had Saccheri and Khayyám, and then proceeded to prove many theorems under the assumption of an acute angle. Unlike Saccheri, he never felt that he had reached a contradiction with this assumption. He had proved the non-Euclidean result that the sum of the angles in a triangle increases as the area of the triangle decreases, and this led him to speculate on the possibility of a model of the acute case on a sphere of imaginary radius. He did not carry this idea any further.

Where Khayyám and Saccheri had attempted to prove Euclid's fifth by disproving the only possible alternatives, the nineteenth century finally saw mathematicians exploring those alternatives and discovering the logically consistent geometries that result. In 1829, Nikolai Ivanovich Lobachevsky published an account of acute geometry in an obscure Russian journal (later re-published in 1840 in German). In 1831, János Bolyai included, in a book by his father, an appendix describing acute geometry, which, doubtlessly, he had developed independently of Lobachevsky. Carl Friedrich Gauss had also studied the problem, but he did not publish any of his results. Upon hearing of Bolyai's results in a letter from Bolyai's father, Farkas Bolyai, Gauss stated:

If I commenced by saying that I am unable to praise this work, you would certainly be surprised for a moment. But I cannot say otherwise. To praise it would be to praise myself. Indeed the whole contents of the work, the path taken by your son, the results to which he is led, coincide almost entirely with my meditations, which have occupied my mind partly for the last thirty or thirty-five years.

The resulting geometries were later developed by Lobachevsky, Riemann and Poincaré into hyperbolic geometry (the acute case) and elliptic geometry (the obtuse case). The independence of the parallel postulate from Euclid's other axioms was finally demonstrated by Eugenio Beltrami in 1868.

Converse of Euclid's parallel postulate

Euclid did not postulate the converse of his fifth postulate, which is one way to distinguish Euclidean geometry from elliptic geometry. The Elements contains the proof of an equivalent statement (Book I, Proposition 27): If a straight line falling on two straight lines make the alternate angles equal to one another, the straight lines will be parallel to one another. As De Morgan pointed out, this is logically equivalent to (Book I, Proposition 16). These results do not depend upon the fifth postulate, but they do require the second postulate which is violated in elliptic geometry.

Criticism

Attempts to logically prove the parallel postulate, rather than Euclid's Common Notion 4 (that figures coinciding with one another are equal to one another) were criticized by Arthur Schopenhauer in The World as Will and Idea. However, the argument used by Schopenhauer was that the postulate is evident by perception, not that it was not a logical consequence of the other axioms.

Decomposition of the parallel postulate

The parallel postulate is equivalent to the conjunction of the Lotschnittaxiom and of Aristotle's axiom. The former states that the perpendiculars to the sides of a right angle intersect, while the latter states that there is no upper bound for the lengths of the distances from the leg of an angle to the other leg. As shown in, the parallel postulate is equivalent to the conjunction of the following incidence-geometric forms of the Lotschnittaxiom and of Aristotle's axiom:

Given three parallel lines, there is a line that intersects all three of them.

Given a line a and two distinct intersecting lines m and n, each different from a, there exists a line g which intersects a and m, but not n.

The splitting of the parallel postulate into the conjunction of these incidence-geometric axioms is possible only in the presence of absolute geometry.