Mathematical logic

Mathematical logic is the study of formal logic within mathematics. Major subareas include model theory, proof theory, set theory, and recursion theory (also known as computability theory). Research in mathematical logic commonly addresses the mathematical properties of formal systems of logic such as their expressive or deductive power. However, it can also include usage of logic to characterize correct mathematical reasoning or to establish foundations of mathematics.

Since its inception, mathematical logic has both contributed to and been motivated by the study of the foundations of mathematics. This study began in the late 19th century with the development of axiomatic frameworks for geometry, arithmetic, and analysis. In the early 20th century it was shaped by David Hilbert's program to prove the consistency of foundational theories. Results of Kurt Gödel, Gerhard Gentzen, and others provided partial resolution to the program, and clarified the issues involved in proving consistency. Work in set theory showed that almost all ordinary mathematics can be formalized in terms of sets, although there are some theorems that cannot be proven in common axiom systems for set theory. Contemporary work in the foundations of mathematics often focuses on establishing which parts of mathematics can be formalized in particular formal systems (as in reverse mathematics) rather than trying to find theories in which all of mathematics can be developed.

The Handbook of Mathematical Logic in 1977 makes a rough division of contemporary mathematical logic into four areas:

1. set theory
2. model theory
3. recursion theory, and
4. proof theory and constructive mathematics (considered as parts of a single area).

Additionally, sometimes the field of computational complexity theory is also included together with mathematical logic. Each area has a distinct focus, although many techniques and results are shared among multiple areas. The borderlines amongst these fields, and the lines separating mathematical logic and other fields of mathematics, are not always sharp. Gödel's incompleteness theorem marks not only a milestone in recursion theory and proof theory, but has also led to Löb's theorem in modal logic. The method of forcing is employed in set theory, model theory, and recursion theory, as well as in the study of intuitionistic mathematics.

The mathematical field of category theory uses many formal axiomatic methods, and includes the study of categorical logic, but category theory is not ordinarily considered a subfield of mathematical logic. Because of its applicability in diverse fields of mathematics, mathematicians including Saunders Mac Lane have proposed category theory as a foundational system for mathematics, independent of set theory. These foundations use elementary toposes, which resemble generalized models of set theory that may employ classical or nonclassical logic.

Mathematical logic emerged in the mid-19th century as a subfield of mathematics, reflecting the confluence of two traditions: formal philosophical logic and mathematics. Mathematical logic, also called 'logistic', 'symbolic logic', the 'algebra of logic', and, more recently, simply 'formal logic', is the set of logical theories elaborated in the course of the nineteenth century with the aid of an artificial notation and a rigorously deductive method. Before this emergence, logic was studied with rhetoric, with calculationes, through the syllogism, and with philosophy. The first half of the 20th century saw an explosion of fundamental results, accompanied by vigorous debate over the foundations of mathematics.

Theories of logic were developed in many cultures in history, including in ancient China, India, Greece, Roman empire and the Islamic world. Greek methods, particularly Aristotelian logic (or term logic) as found in the Organon, found wide application and acceptance in Western science and mathematics for millennia. The Stoics, especially Chrysippus, began the development of propositional logic. In 18th-century Europe, attempts to treat the operations of formal logic in a symbolic or algebraic way had been made by philosophical mathematicians including Leibniz and Lambert, but their labors remained isolated and little known.

In the middle of the nineteenth century, George Boole and then Augustus De Morgan presented systematic mathematical treatments of logic. Their work, building on work by algebraists such as George Peacock, extended the traditional Aristotelian doctrine of logic into a sufficient framework for the study of foundations of mathematics. In 1847, Vatroslav Bertić made substantial work on algebraization of logic, independently from Boole. Charles Sanders Peirce later built upon the work of Boole to develop a logical system for relations and quantifiers, which he published in several papers from 1870 to 1885.

Gottlob Frege presented an independent development of logic with quantifiers in his Begriffsschrift, published in 1879, a work generally considered as marking a turning point in the history of logic. Frege's work remained obscure, however, until Bertrand Russell began to promote it near the turn of the century. The two-dimensional notation Frege developed was never widely adopted and is unused in contemporary texts.

From 1890 to 1905, Ernst Schröder published Vorlesungen über die Algebra der Logik in three volumes. This work summarized and extended the work of Boole, De Morgan, and Peirce, and was a comprehensive reference to symbolic logic as it was understood at the end of the 19th century.

In the early decades of the 20th century, the main areas of study were set theory and formal logic. The discovery of paradoxes in informal set theory caused some to wonder whether mathematics itself is inconsistent, and to look for proofs of consistency.

In 1900, Hilbert posed a famous list of 23 problems for the next century. The first two of these were to resolve the continuum hypothesis and prove the consistency of elementary arithmetic, respectively; the tenth was to produce a method that could decide whether a multivariate polynomial equation over the integers has a solution. Subsequent work to resolve these problems shaped the direction of mathematical logic, as did the effort to resolve Hilbert's Entscheidungsproblem, posed in 1928. This problem asked for a procedure that would decide, given a formalized mathematical statement, whether the statement is true or false.

At its core, mathematical logic deals with mathematical concepts expressed using formal logical systems. These systems, though they differ in many details, share the common property of considering only expressions in a fixed formal language. The systems of propositional logic and first-order logic are the most widely studied today, because of their applicability to foundations of mathematics and because of their desirable proof-theoretic properties. Stronger classical logics such as second-order logic or infinitary logic are also studied, along with Non-classical logics such as intuitionistic logic.

First-order logic is a particular formal system of logic. Its syntax involves only finite expressions as well-formed formulas, while its semantics are characterized by the limitation of all quantifiers to a fixed domain of discourse.

Early results from formal logic established limitations of first-order logic. The Löwenheim-Skolem theorem (1919) showed that if a set of sentences in a countable first-order language has an infinite model then it has at least one model of each infinite cardinality. This shows that it is impossible for a set of first-order axioms to characterize the natural numbers, the real numbers, or any other infinite structure up to isomorphism. As the goal of early foundational studies was to produce axiomatic theories for all parts of mathematics, this limitation was particularly stark.

Gödel's completeness theorem established the equivalence between semantic and syntactic definitions of logical consequence in first-order logic. It shows that if a particular sentence is true in every model that satisfies a particular set of axioms, then there must be a finite deduction of the sentence from the axioms. The compactness theorem first appeared as a lemma in Gödel's proof of the completeness theorem, and it took many years before logicians grasped its significance and began to apply it routinely. It says that a set of sentences has a model if and only if every finite subset has a model, or in other words that an inconsistent set of formulas must have a finite inconsistent subset. The completeness and compactness theorems allow for sophisticated analysis of logical consequence in first-order logic and the development of model theory, and they are a key reason for the prominence of first-order logic in mathematics.

Gödel's incompleteness theorems establish additional limits on first-order axiomatizations. The first incompleteness theorem states that for any consistent, effectively given (defined below) logical system that is capable of interpreting arithmetic, there exists a statement that is true (in the sense that it holds for the natural numbers) but not provable within that logical system (and which indeed may fail in some non-standard models of arithmetic which may be consistent with the logical system). For example, in every logical system capable of expressing the Peano axioms, the Gödel sentence holds for the natural numbers but cannot be proved.

Here a logical system is said to be effectively given if it is possible to decide, given any formula in the language of the system, whether the formula is an axiom, and one which can express the Peano axioms is called "sufficiently strong." When applied to first-order logic, the first incompleteness theorem implies that any sufficiently strong, consistent, effective first-order theory has models that are not elementarily equivalent, a stronger limitation than the one established by the Löwenheim-Skolem theorem. The second incompleteness theorem states that no sufficiently strong, consistent, effective axiom system for arithmetic can prove its own consistency, which has been interpreted to show that Hilbert's program cannot be reached.

Many logics besides first-order logic are studied. These include infinitary logics, which allow for formulas to provide an infinite amount of information, and higher-order logics, which include a portion of set theory directly in their semantics.

The most well studied infinitary logic is \(L_{\omega_1,\omega}\). In this logic, quantifiers may only be nested to finite depths, as in first-order logic, but formulas may have finite or countably infinite conjunctions and disjunctions within them. Thus, for example, it is possible to say that an object is a whole number using a formula of \(L_{\omega_1,\omega}\) such as

\((x = 0) \lor (x = 1) \lor (x = 2) \lor \cdots.\)

Higher-order logics allow for quantification not only of elements of the domain of discourse, but subsets of the domain of discourse, sets of such subsets, and other objects of higher type. The semantics are defined so that, rather than having a separate domain for each higher-type quantifier to range over, the quantifiers instead range over all objects of the appropriate type. The logics studied before the development of first-order logic, for example Frege's logic, had similar set-theoretic aspects. Although higher-order logics are more expressive, allowing complete axiomatizations of structures such as the natural numbers, they do not satisfy analogues of the completeness and compactness theorems from first-order logic, and are thus less amenable to proof-theoretic analysis.

Another type of logics are fixed-point logics that allow inductive definitions, like one writes for primitive recursive functions.

One can formally define an extension of first-order logic, a notion which encompasses all logics in this section because they behave like first-order logic in certain fundamental ways, but does not encompass all logics in general, e.g. it does not encompass intuitionistic, modal or fuzzy logic.

Lindström's theorem implies that the only extension of first-order logic satisfying both the compactness theorem and the downward Löwenheim-Skolem theorem is first-order logic.

Modal logics include additional modal operators, such as an operator which states that a particular formula is not only true, but necessarily true. Although modal logic is not often used to axiomatize mathematics, it has been used to study the properties of first-order provability and set-theoretic forcing.

Intuitionistic logic was developed by Heyting to study Brouwer's program of intuitionism, in which Brouwer himself avoided formalization. Intuitionistic logic specifically does not include the law of the excluded middle, which states that each sentence is either true or its negation is true. Kleene's work with the proof theory of intuitionistic logic showed that constructive information can be recovered from intuitionistic proofs. For example, any provably total function in intuitionistic arithmetic is computable; this is not true in classical theories of arithmetic such as Peano arithmetic.

Algebraic logic uses the methods of abstract algebra to study the semantics of formal logics. A fundamental example is the use of Boolean algebras to represent truth values in classical propositional logic, and the use of Heyting algebras to represent truth values in intuitionistic propositional logic. Stronger logics, such as first-order logic and higher-order logic, are studied using more complicated algebraic structures such as cylindric algebras.

Set theory is the study of sets, which are abstract collections of objects. Many of the basic notions, such as ordinal and cardinal numbers, were developed informally by Cantor before formal axiomatizations of set theory were developed. The first such axiomatization, due to Zermelo, was extended slightly to become Zermelo-Fraenkel set theory (ZF), which is now the most widely used foundational theory for mathematics.

Other formalizations of set theory have been proposed, including von Neumann-Bernays-Gödel set theory (NBG), Morse-Kelley set theory (MK), and New Foundations (NF). Of these, ZF, NBG, and MK are similar in describing a cumulative hierarchy of sets. New Foundations takes a different approach; it allows objects such as the set of all sets at the cost of restrictions on its set-existence axioms. The system of Kripke-Platek set theory is closely related to generalized recursion theory.

Two famous statements in set theory are the axiom of choice and the continuum hypothesis. The axiom of choice, first stated by Zermelo, was proved independent of ZF by Fraenkel, but has come to be widely accepted by mathematicians. It states that given a collection of nonempty sets there is a single set C that contains exactly one element from each set in the collection. The set C is said to "choose" one element from each set in the collection. While the ability to make such a choice is considered obvious by some, since each set in the collection is nonempty, the lack of a general, concrete rule by which the choice can be made renders the axiom nonconstructive. Stefan Banach and Alfred Tarski showed that the axiom of choice can be used to decompose a solid ball into a finite number of pieces which can then be rearranged, with no scaling, to make two solid balls of the original size. This theorem, known as the Banach-Tarski paradox, is one of many counterintuitive results of the axiom of choice.

The continuum hypothesis, first proposed as a conjecture by Cantor, was listed by David Hilbert as one of his 23 problems in 1900. Gödel showed that the continuum hypothesis cannot be disproven from the axioms of Zermelo-Fraenkel set theory (with or without the axiom of choice), by developing the constructible universe of set theory in which the continuum hypothesis must hold. In 1963, Paul Cohen showed that the continuum hypothesis cannot be proven from the axioms of Zermelo-Fraenkel set theory. This independence result did not completely settle Hilbert's question, however, as it is possible that new axioms for set theory could resolve the hypothesis. Recent work along these lines has been conducted by W. Hugh Woodin, although its importance is not yet clear.

Condensed: the full section is in Wikipedia.

Model theory studies the models of various formal theories. Here a theory is a set of formulas in a particular formal logic and signature, while a model is a structure that gives a concrete interpretation of the theory. Model theory is closely related to universal algebra and algebraic geometry, although the methods of model theory focus more on logical considerations than those fields.

The set of all models of a particular theory is called an elementary class; classical model theory seeks to determine the properties of models in a particular elementary class, or determine whether certain classes of structures form elementary classes.

The method of quantifier elimination can be used to show that definable sets in particular theories cannot be too complicated. Tarski established quantifier elimination for real-closed fields, a result which also shows the theory of the field of real numbers is decidable. He also noted that his methods were equally applicable to algebraically closed fields of arbitrary characteristic. A modern subfield developing from this is concerned with o-minimal structures.

Morley's categoricity theorem, proved by Michael D. Morley, states that if a first-order theory in a countable language is categorical in some uncountable cardinality, i.e. all models of this cardinality are isomorphic, then it is categorical in all uncountable cardinalities.

A trivial consequence of the continuum hypothesis is that a complete theory with less than continuum many nonisomorphic countable models can have only countably many. Vaught's conjecture, named after Robert Lawson Vaught, says that this is true even independently of the continuum hypothesis. Many special cases of this conjecture have been established.

Recursion theory, also called computability theory, studies the properties of computable functions and the Turing degrees, which divide the uncomputable functions into sets that have the same level of uncomputability. Recursion theory also includes the study of generalized computability and definability. Recursion theory grew from the work of Rózsa Péter, Alonzo Church and Alan Turing in the 1930s, which was greatly extended by Kleene and Post in the 1940s.

Classical recursion theory focuses on the computability of functions from the natural numbers to the natural numbers. The fundamental results establish a robust, canonical class of computable functions with numerous independent, equivalent characterizations using Turing machines, λ calculus, and other systems. More advanced results concern the structure of the Turing degrees and the lattice of recursively enumerable sets.

Generalized recursion theory extends the ideas of recursion theory to computations that are no longer necessarily finite. It includes the study of computability in higher types as well as areas such as hyperarithmetical theory and α-recursion theory.

Contemporary research in recursion theory includes the study of applications such as algorithmic randomness, computable model theory, and reverse mathematics, as well as new results in pure recursion theory.