Mathematics, as it is taught in schools, sometimes falls short in its mission to educate the pupils. This is the view of [Joan Horvath] and [Rich Cameron], particularly with respect to the teaching of calculus, which they feel has become a purely algebraic discipline that leaves many students in the cold when it comes to understanding the concepts behind it.
Their Hacker Calculus project aims to address this, by returning to [Isaac Newton]’s 1687 seminal work on the matter, Philosophiae Naturalis Principia Mathematica. They were struck by how much the Principia was a work of geometry rather than algebra, and they are seeking to return to [Newton]’s principles in a bid to make the subject more accessible to students left behind when it comes to derivatives and integrals. They intend to refine the geometric approach to create a series of practical items to explain the concepts, both through 3D printed items and through electronics.
We can see that this is an approach that has considerable merit, given that most Hackaday readers will have at some time or other sat through a maths lesson and come away wondering what on earth the teacher was talking about and having been baffled by further attempts to explain it through impenetrable maths-speak. If you were the kid who “got” calculus when the relationship between speed and acceleration – another thing we have [Newton] to thank for describing – was explained in your physics lessons, then you will probably understand.
The first time I was in school for electrical engineering (long story), I had a professor who had never worked in the industry. I was in her class and the topic of the day was measuring AC waveforms. We got to see some sine waves centered on zero volts and were taught that the peak voltage was the magnitude of the voltage above zero. The peak to peak was the voltage from–surprise–the top peak to the bottom peak, which was double the peak voltage. Then there was root-mean-square (RMS) voltage. For those nice sine waves, you took the peak voltage and divided by the square root of two, 1.414 or so.
You know that kid in the front of the class? They were in your class, too. Always raising their hand with some question. That kid raised his hand and asked the simple question: why do we care about RMS voltage? I was stunned when I heard the professor answer, “I think it is because it is so easy to divide by the square root of two.”
It was Stardate 2267. A mysterious life form known as Redjac possessed the computer system of the USS Enterprise. Being well versed in both computer operations and mathematics, [Spock] instructed the computer to compute pi to the last digit. “…the value of pi is a transcendental figure without resolution” he would say. The task of computing pi presents to the computer an infinite process. The computer would have to work on the task forever, eventually forcing the Redjac out.
Calculus relies on infinite processes. And the Arduino is a (single thread) computer. So the idea of running a calculus function on an Arduino presents a seemingly impossible scenario. In this article, we’re going to explore the idea of using derivative like techniques with a microcontroller. Let us be reminded that the derivative provides an instantaneous rate of change. Getting an instantaneous rate of change when the function is known is easy. However, when you’re working with a microcontroller and varying analog data without a known function, it’s not so easy. Our goal will be to get an average rate of change of the data. And since a microcontroller is many orders of magnitude faster than the rate of change of the incoming data, we can calculate the average rate of change over very small time intervals. Our work will be based on the fact that the average rate of change and instantaneous rate of change are the same over short time intervals.
If I asked you to find the area of a square, you would have no problem doing so. It would be the same if I asked you to find the volume of a cone or rectangle or any other regular shape. You might have to turn to Google to get the proper formula, but it would be a trivial process nonetheless. But what if I asked you to find the volume of some random vase sitting on a kitchen counter? How does one go about finding the volume of irregular shapes?
One way would be to fill the vase with much smaller objects of a known volume. Then you could add up the smaller volumes to get an estimate of the total volume of the vase. For instance, imagine we fill the vase with marbles. A marble is a sphere, and we can calculate the volume of each marble with the formula 4/3πr3. We count all of our marbles and multiply the total by the volume of a single marble and arrive at our answer. It is not perfect, however. There is a lot of empty space that exists between the marbles as they fill the vase. We are forced to conclude that our estimated volume will be lower that the actual volume.
It would be about this time when our good friend Isaac Newton would ask the question “What if you made the marbles smaller?” Reducing the size of each marble would reduce the empty space that exists between them as they pile up in the vase, giving us a more accurate total volume. But how small? Is there a limit to how small we can make them? “Do not trouble yourself with the limit.” says [Newton]. “You will find that as you make the marbles smaller and smaller, you will begin to converge on a single number – and that number will be the exact volume of your vase.”
Reducing the size of the marble to get a more exact volume demonstrates the idea of the integral – one of the two fundamental principles of The Calculus. The other principle is known as the derivative, which we explained in our previous article by taking a very careful and tedious examination of an arrow in flight. In this article, we shall take the same approach toward the integral. By the end, you will have a fundamental understanding of what the integral is, and more importantly, how it works. Our vase example gives you a good mental image of what the integral is all about, but it is hardly a fundamental understanding of it. Just how do you make those marbles smaller? To answer this question, let us look again at one of Zeno’s moving arrows.
Control systems are all around us, and understanding them is going to make you much better at hardware design. In the last article — Beyond Control: The Basics of Control Systems — we looked at an overview of what a control systems are in general with the example: “everything in between water and time is a control system”. We also observed control systems in nature, where I described my keen ability to fill a glass of water without catastrophic results. That discussion involved the basic concept of a block diagram (without maths) and we expanded that a bit to see what our satellite dish example would look like (still without maths).
I promised some big ugly maths in this article, and we’ll get to that in a bit, never you fear. First let’s have a look at how some basic elements: resistors, inductors, and capacitors are defined in the time domain. Don’t let these first few definitions turn you off. No matter how you feel about calculus, you don’t necessarily need to fully understand each equation. What’s more important is how the equations themselves combine to solve the circuit. Also important is that I will do everything possible to get out of doing difficult math. So stick with me through the article and you’ll learn that agony-saving trick for yourself!
A quick recap on transfer functions before we get going might be beneficial. A control system is used to define electromechanical behavior. For example: our satellite dish (from the previous article) at some point will need to be moved from one position to another position and as control engineers it is our job to determine just how this action will take place. I’m not talking about setting the mood for the big emotional robotic rotation, more like: not damaging the equipment or any people that might be nearby when moving the dish. For many reasons the dish would need to be moved with extreme care and in a very precise manner. The control system is the mathematical definition of that movement. Often the maths of the definition are nasty differential equations, (remember I’m avoiding any math that can be avoided, right?) so, instead of using differential equations to define the system, the transfer function will define the system with algebra, relating the output of the system to the input.
The Calculus is made up of a few basic principles that anyone can understand. If looked at in the right way, it’s easy to apply these principles to the world around you and to see how the real world works in their terms. Of the two main ideas of The Calculus — the derivative and the integral — today we’ll focus on the derivative.
You can enjoy this article by itself, but it is also worth looking back at the previous installment in this series. We went over the history of The Calculus and saw how it arose from two paradoxes put forth by a 4th century philosopher named Zeno of Elea. These paradoxes lead to the derivative/integral ideas that revolutionized mankind’s understanding of motion.
“Everything should be made as simple as possible, but not simpler.”
Our journey begins with a fictitious character whom we shall call [John Doe]. He represents the average professional worker who can be found in cities and towns across the world. Most everyday, [John] wakes up to his alarm clock and drives his car to work. He takes an elevator to his office and logs on to his computer. And he does these things without the slightest clue of how any of them work. While he may be interested in learning about the inner workings of the machines and devices he uses on a daily basis, [John] does not have the time and energy to invest in doing so. To him cars, elevators, computers and alarm clocks are completely different and complicated machines with hardly any similarities. It is simply not possible to understand how each of them work without years of study.
The regular readers of Hackaday might see things a bit differently than our [John Doe]. They would know that the electric motor that moves the elevator is very similar to the alternator in his car. They would know that the PLC that controls the electric motor that moves the elevator is very similar to the computer he logs in to. They would know that on a fundamental level, the PLC, alarm clock and computer are all based on relatively simple transistor theory. What is a vast complicated mess to [John Doe] and the average person is nothing but the use of simple mechanical and electrical principles to the hacker. The complication resides in how those principles are applied. Abstracting the fundamental principles from complicated ideas allows us to simplify and understand them in a way that pays homage to Einstein’s off-the-cuff advice, quoted above.
Many of you look at The Calculus the same way [John Doe] looks at machines. You see the same vast, complicated mess that would require a great deal of time and effort to understand. But what if I told you that calculus shares a commonality in much the same way many different machines do. That there are a few basic principles that anyone can understand, and once you do, it will unlock a new way of looking at the world and how it works.
The average calculus course book is a thousand pages long. The [John Does] of the world will see a thousand difficult things to learn. The hacker, however, will see two basic principles and 998 examples of those principles. In this series of articles, I’m going to show you what these two principles – the derivative and the integral – are. Based on work done by Professor [Michael Starbird] of The University of Texas at Austin for The Teaching Company, we’ll use everyday examples that anyone can understand. The Calculus reveals a particular beauty of our world — a beauty that arises when you’re able to view it dynamically as opposed to statically. It is my hope to give you this view.
Before we get started, it pays to understand a little of the history of how The Calculus came about, and how its roots lie in the very careful analysis of change and motion.
Zeno of Elea was a philosopher in the fourth century BC. He posed several subtle but profound paradoxes, two of which would eventually give rise to The Calculus. It would take over 2,000 years for man’s ingenuity to solve the paradoxes. As you can imagine, it wasn’t easy. The difficulties largely revolved around the idea of infinity. How do you deal with infinity from a mathematical perspective? Sir Isaac Newton and Gottfried Leibniz would go on to independently invent The Calculus in the mid 17th century, finally putting the paradoxes to rest. Let us take a close look at them and see what the fuss was all about.
Consider the arrow flying through the air. We can say with reasonable and competent assurance that the arrow is in motion. Now consider the arrow at any given instant in time. The arrow is no longer in motion. It is at rest. But we know the arrow is in motion, how can it be at rest! This is the paradox. It might seem silly, but it’s a very challenging concept to deal with it from a mathematical point of view.
We’ll find out later that what we’re really dealing with is the concept of an instantaneous rate of change, which we will elaborate on with the idea of one of the two principles of calculus – the derivative. It will allow us to calculate the velocity of the arrow at an instant in time – a monumental feat that took over two millennia for mankind to reach.
Let us consider the same arrow again. This time let’s say the arrow is coming at us. Zeno says we don’t have to move, because it can never hit us. Imagine that as the arrow is in flight, it has to cover half the distance between the bow and the target. Once it reaches the half way point, it has to do this again – move half the distance between it and the target. Imagine that we keep doing this. The arrow is constantly moving halfway between its origin and target. By doing this, the arrow can never hit us! In real life, the arrow does eventually hit the target, leaving us with the paradox.
As with the first paradox, we’ll see how to resolve this issue with one of the two principles of calculus – the integral. The integral allows us to deal with the concept of infinity as a mathematical function. It is an extremely powerful tool to scientists and engineers.
The Two Principles of Calculus
The two main ideas of The Calculus will be demonstrated by using them to solve Zeno’s paradoxes.
The Derivative – The derivative is a technique that will allow us to calculate the velocity of the arrow in “The Arrow” paradox. We will do this by looking at positions of the arrow through incrementally smaller amounts of time, such that the precise velocity will be known when the time between measurements is infinitely small.
The Integral – The integral is a technique that will allow us to calculate the position of the arrow in the Dichotomy paradox. We will do this by looking at velocities of the arrow through incrementally smaller amounts of time, such that the precise position will be known when the time between measurements is infinitely small.
It’s not difficult to notice some similarity between the derivative and integral. Both values are calculated by examining the arrow with increasingly finer time intervals. We will learn later that the integral and derivative are in fact two sides of the same ceramic capacitor.
Why Should I Learn Calculus?
We are all familiar with Ohm’s Law, which relates current, voltage and resistance in a simple equation. However, let us consider “Ohm’s Law” for a capacitor. A current flow through a capacitor is dependent on the voltage across it and time. Time is the critical variable here, and must be taken into account in any dynamic event. Calculus lets us understand and measure how things change over time. In the case of a capacitor, the current through it is equal to the capacitance multiplied by volts per second, or: i = C(dv/dt) where:
i = current (instantaneous)
C = Capacitance in Farads
dv = change in voltage
dt = change in time
In this circuit, there is no current flow through the capacitor. The volt meter will read the battery voltage and the ammeter will read zero amps. So long as the potentiometer is not moved, the voltage on the meter will be steady. Our equation would say that i = C(0/dt) = 0 amps. But what happens when we adjust the potentiometer? Our equation says there will be a resulting current flow in the capacitor. This current flow will be dependent on the rate the voltage changes, which is tied to how fast we move the potentiometer.
These graphs show the casual relationships between the voltage across the capacitor, the current through the capacitor and the speed we turn the potentiometer. It starts with the potentiometer turning slowly. An increase in speed results in a faster changing voltage which in turn results in a dramatic increase in current. At all points, the current through the capacitor is proportional to the rate of change of the voltage across it.
Calculus, or more specifically the derivative, gives us the ability to quantify this rate of change, so that we can know the exact value of current running through the capacitor at any given instant in time. The same way we can know the instantaneous velocity of Zeno’s arrow. It is an incredibly powerful tool to have in your hacking arsenal.
In the next article, we will go into deep detail of how we calculate the derivative using a modern but still simple representation of Zeno’s “The Arrow” paradox and some basic algebra. A following article will do the same for the integral using the Dichotomy paradox. Then we will tie things up by showing how the two are related, something known as The Fundamental Theorem of Calculus.