Equality Relation

In mathematics, equality is a relationship between two quantities or expressions, stating that they have the same value, or represent the same mathematical object. Equality between and is written , and read " equals ". In this equality, and are distinguished by calling them '' left-hand side'' (''LHS''), and ''right-hand side'' (''RHS''). Two objects that are not equal are said to be distinct.

Equality is often considered a primitive notion, meaning it is not formally defined, but rather informally said to be "a relation each thing bears to itself and nothing else". This characterization is notably circular ("nothing else"), reflecting a general conceptual difficulty in fully characterizing the concept. Basic properties about equality like reflexivity, symmetry, and transitivity have been understood intuitively since at least the ancient Greeks, but were not symbolically stated as general properties of relations until the late 19th century by Giuseppe Peano. Other properties like substitution and function application were not formally stated until the development of symbolic logic.

There are generally two ways that equality is formalized in mathematics: through logic or through set theory. In logic, equality is a primitive predicate (a statement that may have free variables) with the reflexive property (called the law of identity), and the substitution property. From those, one can derive the rest of the properties usually needed for equality. After the foundational crisis in mathematics at the turn of the 20th century, set theory (specifically Zermelo–Fraenkel set theory) became the most common foundation of mathematics. In set theory, any two sets are defined to be equal if they have all the same members. This is called the axiom of extensionality.

Etymology

In English, the word ''equal'' is derived from the Latin ('like', 'comparable', 'similar'), which itself stems from ('level', 'just'). The word entered Middle English around the 14th century, borrowed from Old French (modern ). More generally, the interlingual synonyms of ''equal'' have been used more broadly throughout history (see ).

Before the 16th century, there was no common symbol for equality, and equality was usually expressed with a word, such as ''aequales, aequantur, esgale, faciunt, ghelijck,'' or ''gleich,'' and sometimes by the abbreviated form ''aeq'', or simply and . Diophantus's use of , short for ( 'equals'), in ''Arithmetica'' () is considered one of the first uses of an equals sign.

The sign , now universally accepted in mathematics for equality, was first recorded by Welsh mathematician Robert Recorde in '' The Whetstone of Witte'' (1557). The original form of the symbol was much wider than the present form. In his book, Recorde explains his symbol as "Gemowe lines", from the Latin ('twin'), using two parallel lines to represent equality because he believed that "no two things could be more equal."

Recorde's symbol was not immediately popular. After its introduction, it wasn't used again in print until 1618 (61 years later), in an anonymous Appendix in Edward Wright's English translation of '' Descriptio'', by John Napier. It wasn't until 1631 that it received more than general recognition in England, being adopted as the symbol for equality in a few influential works. Later used by several influential mathematicians, most notably, both Isaac Newton and Gottfried Leibniz, and due to the prevalence of calculus at the time, it quickly spread throughout the rest of Europe.

Basic properties

; Reflexivity
: For every , one has .
; Symmetry
: For every and , if , then .
; Transitivity
: For every , , and , if and , then .
; Substitution
: Informally, this just means that if , then can replace in any mathematical expression or formula without changing its meaning. (For a formal explanation, see ) For example:
; Operation application
: For every and , with some operation $f(x),$ if , then $f(a) = f(b).$ For example:
The first three properties are generally attributed to Giuseppe Peano for being the first to explicitly state these as fundamental properties of equality in his ' (1889). However, the basic notions have always existed; for example, in Euclid's ''Elements'' (), he includes 'common notions': "Things that are equal to the same thing are also equal to one another" (transitivity), "Things that coincide with one another are equal to one another" (reflexivity), along with some operation-application properties for addition and subtraction. The operation-application property was also stated in Peano's ', however, it had been common practice in algebra since at least Diophantus (). The substitution property is generally attributed to Gottfried Leibniz (), and often called ''Leibniz's Law''.

Equations

An equation is a symbolic equality of two mathematical expressions connected with an equals sign (=). Algebra is the branch of mathematics concerned with equation solving: the problem of finding values of some variable, called , for which the specified equality is true. Each value of the unknown for which the equation holds is called a of the given equation; also stated as the equation. For example, the equation $x^2 - 6x + 5=0$ has the values $x=1$ and $x=5$ as its only solutions. The terminology is used similarly for equations with several unknowns. The set of solutions to an equation or system of equations is called its solution set.

In mathematics education, students are taught to rely on concrete models and visualizations of equations, including geometric analogies, manipulatives including sticks or cups, and "function machines" representing equations as flow diagrams. One method uses balance scales as a pictorial approach to help students grasp basic problems of algebra. The mass of some objects on the scale is unknown and represents variables. Solving an equation corresponds to adding and removing objects on both sides in such a way that the sides stay in balance until the only object remaining on one side is the object of unknown mass.

Often, equations are considered to be a statement, or relation, which can be true or false. For example, $1+1=2$ is true, and $1+1=3$ is false. Equations with unknowns are considered conditionally true; for example, $x^2 - 6x + 5=0$ is true when $x=1$ or $x=5,$ and false otherwise. There are several different terminologies for this. In mathematical logic, an equation is a binary predicate (i.e. a logical statement, that can have free variables) which satisfies certain properties. In computer science, an equation is defined as a boolean-valued expression, or relational operator, which returns 1 and 0 for true and false respectively.

Identities

An identity is an equality that is true for all values of its variables in a given domain. An "equation" may sometimes mean an identity, but more often than not, it a subset of the variable space to be the subset where the equation is true. An example is $\left(x + 1\right)\left(x + 1\right) = x^2 + 2 x + 1,$ which is true for each real number $x.$ There is no standard notation that distinguishes an equation from an identity, or other use of the equality relation: one has to guess an appropriate interpretation from the semantics of expressions and the context. Sometimes, but not always, an identity is written with a triple bar: $\left(x + 1\right)\left(x + 1\right) \equiv x^2 + 2 x + 1.$ This notation was introduced by Bernhard Riemann in his 1857 ' lectures (published in 1899).

Alternatively, identities may be viewed as an equality of functions, where instead of writing $f(a) = g(a) \text a,$ one may simply write $f = g.$ This is called the extensionality of functions. In this sense, the operation-application property refers to operators, operations on a function space (functions mapping between functions) like composition or the derivative, commonly used in operational calculus. An identity can contain an functions as "unknowns", which can be solved for similarly to a regular equation, called a functional equation. A functional equation involving derivatives is called a differential equation.

Definitions

Equations are often used to introduce new terms or symbols for constants, assert equalities, and introduce shorthand for complex expressions, which is called "equal by definition", and often denoted with ($:=$). It is similar to the concept of assignment of a variable in computer science. For example, $\mathbb := \sum_^\infty \frac$ defines Euler's number, and $i^2 = -1$ is the defining property of the imaginary number $i.$

In mathematical logic, this is called an extension by definition (by equality) which is a conservative extension to a formal system. This is done by taking the equation defining the new constant symbol as a new axiom of the theory. The first recorded symbolic use of "Equal by definition" appeared in ''Logica Matematica'' (1894) by Cesare Burali-Forti, an Italian mathematician. Burali-Forti, in his book, used the notation ($=_\text$).

In logic

History

Equality is often considered a primitive notion, informally said to be "a relation each thing bears to itself and to no other thing". This tradition can be traced at least as far back as Aristotle, who in his '' Categories'' (c. 350 BC) defines the notion of ''quantity'' in terms of a more primitive ''equality'' (distinct from identity or similarity), stating:

The most distinctive mark of quantity is that equality and inequality are predicated of it. Each of the aforesaid quantities is said to be equal or unequal. For instance, one solid is said to be equal or unequal to another; number, too, and time can have these terms applied to them, indeed can all those kinds of quantity that have been mentioned.That which is not a quantity can by no means, it would seem, be termed equal or unequal to anything else. One particular disposition or one particular quality, such as whiteness, is by no means compared with another in terms of equality and inequality but rather in terms of similarity. Thus it is the distinctive mark of quantity that it can be called equal and unequal. ― (translated by E. M. Edghill)

Aristotle had separate categories for quantities (number, length, volume) and qualities (temperature, density, pressure), now called intensive and extensive properties. The Scholastics, particularly Richard Swineshead and other Oxford Calculators in the 14th century, began seriously thinking about kinematics and quantitative treatment of qualities. For example, two flames have the same heat-intensity if they produce the same effect on water (e.g, warming vs boiling). Since two intensities could be shown to be equal, and equality was considered the defining feature of quantities, it meant those intensities were quantifiable.

Around the 19th century, with the growth of modern logic, it became necessary to have a more concrete description of equality. With the rise of predicate logic due to the work of Gottlob Frege, logic shifted from being focused on classes of objects to being property-based. This was followed by a movement for describing mathematics in logical foundations, called logicism. This trend lead to the axiomatization of equality through the law of identity and the substitution property especially in mathematical logic and analytic philosophy.

The precursor to the substitution property of equality was first formulated by Gottfried Leibniz in his '' Discourse on Metaphysics'' (1686), stating, roughly, that "No two distinct things can have all properties in common." This has since broken into two principles, the substitution property (if $x=y,$ then any property of $x$ is a property of $y$), and its converse, the identity of indiscernibles (if $x$ and $y$ have all properties in common, then $x=y$). Its introduction to logic, and first symbolic formulation is due to Bertrand Russell and Alfred Whitehead in their ' (1910), who claim it follows from their axiom of reducibility, but credit Leibniz for the idea.

Axioms

* Law of identity: Stating that each thing is identical with itself, without restriction. That is, for every $a,$ $a = a.$ It is the first of the traditional three laws of thought.
The above can be stated symbolically as: $\forall a(a = a).$
* Substitution property: Generally stating that if two things are equal, then any property of one must be a property of the other. It is sometimes referred to as " Leibniz's law".
It can be stated formally as: for every and , and any formula $\phi(x),$ with a free variable , if $a=b,$ then $\phi(a)$ implies $\phi(b).$
The above can be stated symbolically as: (a=b) \implies \bigl \phi(a) \Rightarrow \phi(b) \bigr

Function application is also sometimes included in the axioms of equality, but isn't necessary as it can be deduced from the other two axioms, and similarly for symmetry and transitivity (see ). In first-order logic, these are axiom schemas (usually, see below), each of which specify an infinite set of axioms. If a theory has a predicate that satisfies the law of identity and substitution property, it is common to say that it "has equality", or is "a theory with equality".

The use of "equality" here somewhat of a misnomer in that any system with equality can be modeled by a theory without standard identity, and with indiscernibles. Those two axioms are strong enough, however, to be isomorphic to a model with identity; that is, if a system has a predicate satisfying those axioms standard equality, there is a model of that system standard equality. This can be done by defining a new domain whose objects are the equivalence classes of the original "equality". If a model is interpreted to have equality then those properties are enough, since if $x$ has all the same properties as $y,$ and $x$ has the property of being equal to $x,$ then $y$ has the property of being equal to $x.$

As axioms, one can deduce from the first using universal instantiation, and the from second, given $a = b$ and $\phi (a),$ by using modus ponens twice. Alternatively, each of these may be included in logic as rules of inference. The first called "equality introduction", and the second "equality elimination" (also called paramodulation), used by some theoretical computer scientists like John Alan Robinson in their work on resolution and automated theorem proving.

Derivations of basic properties

* Reflexivity: Given any expression $a,$ by the law of identity, $a = a.$
* Symmetry: Given $a = b,$ take the formula $\phi(x) : x = a.$
Accordingly, $(a=b) \implies ((a=a) \Rightarrow (b=a)).$
Since $a=b$ by assumption, and $a=a$ by reflexivity, it follows that $b=a.$
* Transitivity: Given $a = b$ and $b = c,$ take the formula $\phi(x): x=c.$
Accordingly, $(b=a) \implies ((b=c) \Rightarrow (a=c)).$
Since $b=a$ by symmetry, and $b=c$ by assumption, it follows that $a=c.$
* Function application: Given some function $f(x)$ and expressions and , such that , then take the formula $\phi(x): f(a) = f(x).$
Accordingly, (a=b) \implies f(a) = f(a)) \Rightarrow (f(a) = f(b))
Since $a=b$ by assumption, and $f(a) = f(a)$ by reflexivity, it follows that $f(a) = f(b).$

In set theory

Set theory is the branch of mathematics that studies sets, which can be informally described as "collections of objects". Although objects of any kind can be collected into a set, set theory—as a branch of mathematics—is mostly concerned with those that are relevant to mathematics as a whole.
Sets are uniquely characterized by their elements; this means that two sets that have precisely the same elements are equal (they are the same set). In a formalized set theory, this is usually defined by an axiom called the Axiom of extensionality.

For example, using set builder notation, the following states that "The set of all integers $(\Z)$ greater than 0 but not more than 3 is equal to the set containing only 1, 2, and 3", despite the differences in formulation.

$\ = \,$

The term ''extensionality'', as used in '''Axiom of Extensionality has its roots in logic and grammar (''cf. Extension (semantics)''). In grammar, an intensional definition describes the necessary and sufficient conditions for a term to apply to an object. For example: "A Platonic solid is a convex, regular polyhedron in three-dimensional Euclidean space." An extensional definition instead lists all objects where the term applies. For example: "A Platonic solid is one of the following: Tetrahedron, Cube, Octahedron, Dodecahedron, or Icosahedron." In logic, the extension of a predicate is the set of all objects for which the predicate is true. Further, the logical principle of extensionality judges two objects to be equal if they satisfy the same external properties. Since, by the axiom, two sets are defined to be equal if they satisfy membership, sets are extentional.

José Ferreirós credits Richard Dedekind for being the first to explicitly state the principle, although he does not assert it as a definition:

Background

Around the turn of the 20th century, mathematics faced several paradoxes and counter-intuitive results. For example, Russell's paradox showed a contradiction of naive set theory, it was shown that the parallel postulate cannot be proved, the existence of mathematical objects that cannot be computed or explicitly described, and the existence of theorems of arithmetic that cannot be proved with Peano arithmetic. The result was a foundational crisis of mathematics.

The resolution of this crisis involved the rise of a new mathematical discipline called mathematical logic, which studies formal logic within mathematics. Discoveries made during the 20th century stabilized the foundations of mathematics, and produced a coherent framework valid for all branches of the discipline. This framework is based on a systematic use of axiomatic method and on set theory, specifically Zermelo–Fraenkel set theory, developed by Ernst Zermelo and Abraham Fraenkel. This set theory (and set theory in general) is now considered the most common foundation of mathematics.

Set equality based on first-order logic with equality

In first-order logic with equality (see ), the axiom of extensionality states that two sets that contain the same elements are the same set.
* Logic axiom: $x = y \implies \forall z, (z \in x \iff z \in y)$
* Logic axiom: $x = y \implies \forall z, (x \in z \iff y \in z)$
* Set theory axiom: $(\forall z, (z \in x \iff z \in y)) \implies x = y$

The first two are given by the substitution property of equality from first-order logic; the last is a new axiom of the theory. Incorporating half of the work into the first-order logic may be regarded as a mere matter of convenience, as noted by Azriel Lévy:

Set equality based on first-order logic without equality

In first-order logic without equality, two sets are ''defined'' to be equal if they contain the same elements. Then the axiom of extensionality states that two equal sets ''are contained in'' the same sets.
* Set theory definition: $(x = y) \ := \ \forall z, (z \in x \iff z \in y)$
* Set theory axiom: $x = y \implies \forall z, (x \in z \iff y \in z)$
Or, equivalently, one may choose to define equality in a way that mimics, the substitution property explicitly, as the conjunction of all atomic formulas:
* Set theory definition: $(x = y) :=$$\; \forall z ( z \in x \implies z \in y) \, \and \,$$\forall w (x \in w \implies y \in w)$
* Set theory axiom: $(\forall z, (z \in x \iff z \in y)) \implies x = y$

In either case, the axiom of extensionality based on first-order logic without equality states:

$\forall z ( z \in x \Rightarrow z \in y) \implies \forall w (x \in w \Rightarrow y \in w).$

Proof of basic properties

* Reflexivity: Given a set $X,$ assume $z \in X,$ it follows trivially that $z \in X,$ and the same follows in reverse, thus $\forall z, (z \in X \iff z \in X),$ therefore $X = X.$
* Symmetry: Given sets $X, Y,$ such that $X=Y,$ then $\forall z, (z \in X \iff z \in Y),$ which implies $\forall z, (z \in Y \iff z \in X),$ therefore $Y=X.$
* Transitivity: Given sets $X, Y, Z,$ such that:
*# $X = Y,$ and
*# $Y = Z,$
: assume $z \in X.$ Then, $z \in Y$ by (1), which implies $z \in Z$ by (2), and similarly for the reverse. Thus $\forall z, (z \in X \iff z \in Z),$ therefore $X=Z.$
* Substitution: See .
* Function application: Given $a = b$ and $f(a) = c,$ then $(a,c) \in f.$ Since $a = b$ and $c = c,$ then $(a,c) = (b,c).$ This is the defining property of an ordered pair. Since $(a,c) = (b,c),$ by the axiom of extensionality, they must belong to the same sets. Thus, since $(a,c) \in f,$ it follows that $(b,c) \in f,$ or $f(b) = c.$ Therefore, $f(a) = f(b).$

Similar relations

Approximate equality

Numerical analysis is the study of constructive methods and algorithms to find numerical approximations (as opposed to symbolic manipulations) of solutions to problems in mathematical analysis. Especially those which cannot be solved analytically.

Calculations are likely to involve rounding errors and other approximation errors. Log tables, slide rules, and calculators produce approximate answers to all but the simplest calculations. The results of computer calculations are normally an approximation, expressed in a limited number of significant digits, although they can be programmed to produce more precise results.

If approximate equality is viewed as a binary relation (denoted by the symbol $\approx$) between real numbers or other things, any rigorous definition of it will not be an equivalence relation, due to its not being transitive. This is the case even when it is modeled as a fuzzy relation.

In computer science, equality is expressed using relational operators. On computers, physical constraints fundamentally limit the level of precision with which numbers can be represented. Thus, the real numbers are often approximated by floating-point numbers. Each floating-point number is represented as a significand—comprising some fixed-length sequence of digits in a given base—which is scaled by some integer exponent of said base, in effect enabling the radix point to "float" between each possible location in the significand. This allows numbers spanning many orders of magnitude to be represented, but only as fuzzy ranges of values that become less precise as they increase in magnitude. In order to avoid losing precision, it is common to represent real numbers on computers in the form of an expression that denotes the real number. However, the equality of two real numbers given by an expression is known to be undecidable (specifically, real numbers defined by expressions involving the integers, the basic arithmetic operations, the logarithm and the exponential function). In other words, there cannot exist any algorithm for deciding such an equality (see Richardson's theorem).

Equivalence relation

An equivalence relation is a mathematical relation that generalizes the idea of similarity or sameness. It is defined on a set $X$ as a binary relation $\sim$ that satisfies the three properties: reflexivity, symmetry, and transitivity. Reflexivity means that every element in $X$ is equivalent to itself ($a \sim a$ for all $a \in X$). Symmetry requires that if one element is equivalent to another, the reverse also holds ($a \sim b \implies b \sim a$). Transitivity ensures that if one element is equivalent to a second, and the second to a third, then the first is equivalent to the third ($a \sim b$ and $b \sim c \implies a \sim c$). These properties are enough to partition a set into disjoint equivalence classes. Conversely, every partition defines an equivalence class.

The equivalence relation of equality is a special case, as, if restricted to a given set $S,$ it is the strictest possible equivalence relation on $S$; specifically, equality partitions a set into equivalence classes consisting of all singleton sets. Other equivalence relations, since they're less restrictive, generalize equality by identifying elements based on shared properties or transformations, such as congruence in modular arithmetic or similarity in geometry.

Congruence relation

In abstract algebra, a congruence relation extends the idea of an equivalence relation to include the operation-application property. That is, given a set $X,$ and a set of operations on $X,$ then a congruence relation $\sim$ has the property that $a \sim b \implies f(a) \sim f(b)$ for all operations $f$ (here, written as unary to avoid cumbersome notation, but $f$ may be of any arity). A congruence relation on an algebraic structure such as a group, ring, or module is an equivalence relation that respects the operations defined on that structure.

Isomorphism

In mathematics, especially in abstract algebra and category theory, it is common to deal with objects that already have some internal structure. An isomorphism describes a kind of structure-preserving correspondence between two objects, establishing them as essentially identical in their structure or properties.

More formally, an isomorphism is a bijective mapping (or morphism) $f$ between two sets or structures $A$ and $B$ such that $f$ and its inverse $f^$ preserve the operations, relations, or functions defined on those structures. This means that any operation or relation valid in $A$ corresponds precisely to the operation or relation in $B$ under the mapping. For example, in group theory, a group isomorphism $f: G \mapsto H$ satisfies $f(a * b) = f(a) * f(b)$ for all elements $a, b,$ where $*$ denotes the group operation.

When two objects or systems are isomorphic, they are considered indistinguishable in terms of their internal structure, even though their elements or representations may differ. For instance, all cyclic groups of order $\infty$ are isomorphic to the integers, $\Z,$ with addition. Similarly, in linear algebra, two vector spaces are isomorphic if they have the same dimension, as there exists a linear bijection between their elements.

The concept of isomorphism extends to numerous branches of mathematics, including graph theory ( graph isomorphism), topology (homeomorphism), and algebra (group and ring isomorpisms), among others. Isomorphisms facilitate the classification of mathematical entities and enable the transfer of results and techniques between similar systems. Bridging the gap between isomorphism and equality was one motivation for the development of category theory, as well as for homotopy type theory and univalent foundations.

Geometry

In geometry, formally, two figures are equal if they contain exactly the same points. However, historically, geometric-equality has always been taken to be much broader. Euclid and Archimedes used "equal" ( ) often referring to figures with the same area or those that could be cut and rearranged to form one another. For example, Euclid stated the Pythagorean theorem as "the square on the hypotenuse is equal to the squares on the sides, taken together", and Archimedes said that "a circle is equal to the rectangle whose sides are the radius and half the circumference." (See .)

This notion persisted until Adrien-Marie Legendre introduced the term "equivalent" in 1867 to describe figures of equal area, and reserved "equal" to mean " congruent"the same shape and size, or if one has the same shape and size as the mirror image of the other. Euclid's terminology continued in the work of David Hilbert in his ', who further refined Euclid's ideas by introducing the notions of polygons being "divisibly equal" () if they can be cut into finitely many triangles which are congruent, and "equal in content" () if one can add finitely many divisibly equal polygons to each such that the resulting polygons are divisibly equal.

After the rise of set theory, around the 1960s, there was a push for a reform in mathematics education called " New Math", following Andrey Kolmogorov, who, in an effort to restructure Russian geometry courses, proposed presenting geometry through the lens of transformations and set theory. Since a figure was seen as a set of points, it could only be equal to itself, as a result of Kolmogorov, the term "congruent" became standard in schools for figures that were previously called "equal", which popularized the term.

While Euclid addressed proportionality and figures of the same shape, it was not until the 17th century that the concept of similarity was formalized in the modern sense. Similar figures are those that have the same shape but can differ in size; they can be transformed into one another by scaling and congruence. Later a concept of equality of directed line segments, equipollence, was advanced by Giusto Bellavitis in 1835.

See also

* Essentially unique
*
* Identity type
* Identity (object-oriented programming)
* Inequality
* Logical equality
* Logical equivalence
*
* Setoid
* Theory of pure equality
* Uniqueness quantification

Notes

References

Citations

Bibliography

*
*
*
*
*
*
*
*
*
*
*
*
*

{{Mathematical logic

Mathematical logic
Binary relations
Elementary arithmetic
Equivalence (mathematics)