解决数学问题

Terence Tao 2007-05-14

解决数学问题

我发现的每一个真理都成为一条规则,之后帮助我发现其他真理。

— 勒内·笛卡尔,《方法论》

从家庭作业问题到未解问题,解决问题无疑是数学的一个重要方面,但肯定不是唯一的方面。在你的研究生涯后期,你会发现问题主要通过知识(你自己领域的其他领域的)、经验、耐心努力工作来解决;但对于在学校、大学或数学竞赛中看到的那类问题,需要一套略有不同的问题解决技能。我确实有一本关于如何解决这个水平数学问题的;特别是,第一章讨论了一般的问题解决策略。当然还有其他几本问题解决书籍,比如波利亚的经典著作《如何解题》,我自己在参加数学奥林匹克竞赛时也从中学习过。

解决家庭作业问题是真正学习数学学科的重要组成部分——它表明你能够”付诸实践”而不仅仅是”纸上谈兵”,并且特别能识别你对材料的任何具体弱点。坚持尝试理解如何做这些问题是值得的,不仅仅是为了获得好成绩的眼前目标;如果你在家庭作业中遇到困难而没有解决,很可能会在课程后期或后续课程中给你带来更多困难。

我发现即使在你解决问题之后,“玩转”一个问题,对于更好地理解解决方案的底层机制非常有帮助。例如,可以尝试移除一些假设,或者尝试证明更强的结论。参见”问自己愚蠢的问题”

最好还要记住,获得解决方案只是解决数学问题的短期目标。长期目标是增加你对一个学科的理解。一个好的经验法则是,如果你不能充分地向同学解释问题的解决方案,那么你自己就没有真正理解这个解决方案,你可能需要更多地思考这个问题(例如,通过遮盖解决方案并再次尝试)。出于相关原因,应该重视问题上的部分进展,将其视为通向完整解决方案的垫脚石(也是加深对学科理解的重要方式)。

另见埃里克·谢克特的”本科数学常见错误”。我还有一个关于实分析中问题解决策略的帖子。

Solving mathematical problems

Chaque vérité que je trouvois étant une règle qui me servoit après à en trouver d’autres [Each truth that I discovered became a rule which then served to discover other truths].

— René Descartes, “Discours de la Méthode”

Problem solving, from homework problems to unsolved problems, is certainly an important aspect of mathematics, though definitely not the only one. Later in your research career, you will find that problems are mainly solved by knowledge (of your own field and of other fields), experience, patience and hard work; but for the type of problems one sees in school, college or in mathematics competitions one needs a slightly different set of problem solving skills. I do have a book on how to solve mathematical problems at this level; in particular, the first chapter discusses general problem-solving strategies. There are of course several other problem-solving books, such as Polya’s classic “How to solve it”, which I myself learnt from while competing at the Mathematics Olympiads.

Solving homework problems is an essential component of really learning a mathematical subject – it shows that you can “walk the walk” and not just “talk the talk”, and in particular identifies any specific weaknesses you have with the material. It’s worth persisting in trying to understand how to do these problems, and not just for the immediate goal of getting a good grade; if you have a difficulty with the homework which is not resolved, it is likely to cause you further difficulties later in the course, or in subsequent courses.

I find that “playing” with a problem, even after you have solved it, is very helpful for understanding the underlying mechanism of the solution better. For instance, one can try removing some hypotheses, or trying to prove a stronger conclusion. See “ask yourself dumb questions”.

It’s also best to keep in mind that obtaining a solution is only the short-term goal of solving a mathematical problem. The long-term goal is to increase your understanding of a subject. A good rule of thumb is that if you cannot adequately explain the solution of a problem to a classmate, then you haven’t really understood the solution yourself, and you may need to think about the problem more (for instance, by covering up the solution and trying it again). For related reasons, one should value partial progress on a problem as being a stepping stone to a complete solution (and also as an important way to deepen one’s understanding of the subject).

See also Eric Schechter’s “Common errors in undergraduate mathematics”. I also have a post on problem solving strategies in real analysis.