There seem to be at least three layers of understanding. The first is
acquaintance with syntax, words and symbols. The second layer is
meaning. And the third layer can be called the meaning of meaning.
The means of entering the deeper layers is to cogitate, re search,
reflect what we know at the first layer.
The art of research is the art of asking good questions.
(It may also be the art of making good mistakes!) The quest for truth,
for knowledge begins with questioning and this is the ancient
SOCRATIC method. Here are seven methods for generating questions.
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Survey method:
What is known about ...? You try and gather the known facts about
a topic and put them in some order and coherence. This usually reveals
what is not known. Thus, clarify what you know so that
what you don't know becomes revealed. For example, survey the topic of
counting finite groups.
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Observe
and
Conjecture method:
every science is based on accurate observations. We observe, we experiment
and notice a pattern. Then we make a conjecture about the general pattern.
Such results can be published in Mathematics of Computation.
The Birch---Swinnerton-Dyer Conjecture is a good example of this kind of
research. Conjectures are nice for two reasons. One, we can look at special
cases and try to prove them. Two, we can look at some of the consequences and
try to prove those independently. For example, if we assume GRH, what can
we get? If we don't, what can we prove?
Can we average? You can look at the universe through one of these
conjectures, like ABC, or Schaunel's conjectures, Selberg's conjectures
and so forth.
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Re-interpretation method:
what is the theorem really saying? My favourite example of this
is the Kummer congruences proved in 1859 in the same year that Riemann
analytically continued the zeta function. The real meaning of Kummer
did not come out till 1964 when Kubota and Leopoldt saw its p-adic
significance.
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Analogy method:
we can always ask about the function field analogue. Emil Artin discovered
the zeta function of function fields in this way and paved the way
for the Weil conjectures that revolutionized number theory and algebraic
geometry in the last century. Another good question is: what about the p-adic
analogue? For example, even though Euler discovered the Gamma function
around 1700, the p-adic version was discovered only in the 1960's. Then
there are q-analogues versus t-analogues that recur in the theory of zeta
functions.
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Transfer method:
can I use this theorem anywhere else? A good example is the Chebotarev
density theorem and its ubiquitous appearance.
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Induction method:
what made the proof click? This can also be called
the Bourbacki method of generalization. What were the essential
ingredients in the proof? Can we isolate them and put them in a general context?
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Converse method:
what about the converse? For example, the converse of
Fermat's Little Theorem leads to the notion of pseudoprimes and has
applications in probabilistic primality testing.
Here are some habits that stimulate research.
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Browsing: one must browse through jounals to keep some
awareness of the literature. Often taking an old volume of your favourite
journal and looking through the papers till you find one you're interested in
is very helpful. This stimulates the serendipity factor. You never know what
you will find. Looking at Russian Math Surveys, or Sugako Expositions,
or even the Notices of the AMS or Math. Intelligencer
is a good beginning.
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Memorization:
memorize the proof of a theorem. Then only can you savour
the subtle and key ingredients. The techniques enter the subconscious
and will rise up
when the occasion demands it. But they have to be put in memory first.
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Writing:
find a time every day when you can write non-stop for about 2 hours.
A moderate knowledge of a book can be gained in about a month's time this way.
In fact, 60 hours is more than 36 hours devoted for a formal term course.
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Taking Notes:
when you go to a lecture, take notes and ask a few questions. That will
help engage the mind in concentration. Ask yourself, can I take home
an idea from this talk? Richard Feynman used to have at least half a dozen
research problems at the back of his mind and during lectures his one question
(to himself) would be: can I use what this guy is blabbing about in my
work?
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Writing Down and Writing Up:
when you prove a theorem you should write down the proof and
check for mistakes. Explain it to a confidante and that way you can find any
hidden errors. Once it is certified right, write it up for
publication. Make sure there is a good introduction briefly indicating the
history of the problem and where this result sits in the larger mathematical
landscape. It is good to have time limits. After one month of intense work on
a problem, you have to ask yourself if you got anywhere and write down
whatever you have. After three months of intense work on a problem, you
should write up whatever you have for publication. Three papers
is a good average to maintain to secure tenure.
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Giving Talks:
take every opportunity to give talks either to learn new material
(like in a graduate student seminar) or present your work in conferences.
Know the difference between a class talk, a seminar talk and a colloquium talk.
A talk should strive to convey ideas more than technical details.
A colloquium talk should never be encumbered with technical details.
The usual recipe for a colloquium talk is to have the first quarter accessible
to undegraduates, the second quarter to graduate students, the third
quarter to faculty and the fourth quarter to the local experts (if any).
SUGGESTED READING
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J. Hadamard, The Psychology of Invention, Gauthier-Villars, 1908.
- P. Halmos, I want to be a mathematician, Springer, 1985.
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P. Medawar, Advice to a Young Sicientis, New York, Harper and Row, 1973.
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H. Poincare, Mathematical creation, reprinted in J. R. Newman's
The World of Mathematics, Simon and Schuster, New Your, 1956.
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G. -C. Rota, Indiscrete thoughts, Birkhauser Boston, 1997.
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