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查斯勒斯与卢卡斯的假信Michel Chasles and the forged autograph letters

数学学习拓展 约 19 分钟阅读 中文English

内容概述

  • 数学故事
  • 科学史 / 数学史轶事
  • 叙事

19 世纪著名几何学家米歇尔·查斯勒斯因强烈的法兰西民族自豪感,从卢卡斯手中购入约 27 000 封伪造亲笔信,其中包括“帕斯卡写给牛顿”“帕斯卡写给伽利略”,甚至亚历山大大帝、克利奥帕特拉、抹大拉的玛利亚等古人的信件。他向法国科学院宣称帕斯卡先于牛顿发现引力定律,但在笔迹鉴定与时代谬误面前最终认输,卢卡斯因此入狱。故事借此质疑:数学研究是否真能培养卓越的推理能力。

中文正文

59° 查斯勒斯与卢卡斯的假信

[下面的故事是真的,与前一个故事有关,可乐、可怜,还有一点儿难以置信。蒙罗森鲍姆(R. A. Rosenbaum)主任的允许,我们在这儿借用他在《数学教师》1959年5月号365~366页“历史讲述”专栏里的优美叙述。]

教育常考虑“转移”问题。例如,数学研究是不是能培养逻辑思维的习惯,并在分析其他推理学科的问题时发扬光大?关于这一点,我们不妨来考察专业数学家的行为,看看他们是不是在生活的数学方面表现了突出的逻辑作风。结果,数学家们表现的荒唐行为令多数观察者苦笑不已。最有趣的还是查斯勒斯(Michel Chasles)和伪造的亲笔信。

查斯勒斯是19世纪最有名的几何学家之一,他1837年作为布鲁塞尔科学院备忘录而发表的《几何方法的起源和发展的历史概述》(Aperçu historique sur l'origine et le développement des méthodes en Géométrie…),是一篇非凡的综合与普遍的作品,立刻为他带来了名声。他为几何贡献了很多定理,所谓“代数对应原理”就以他的名字命名。伯特兰(Joseph Bertrand)经常引用的一句话说:“欧洲的所有几何学家都是查斯勒斯的门徒。”

但查斯勒斯是一位强烈的爱国者,他的法国式的民族自豪感也带来了灾难。有人给他看一些信,说是帕斯卡写的,其中还确立了引力定律,于是他急切想买下来,这可是法国人领先英国牛顿的证据啊!学者兼藏书家的查斯勒斯,加上满意的收入,在1861到1869年间不断从一个叫卢卡斯(Vrain - Denis Lucas)的人手里购买文献。

他的收藏似乎难以置信。他买了27 000多封信,花了140 000法郎。175封是帕斯卡写给牛顿的,139封是帕斯卡写给伽利略的,还有大量伽利略的信。但卢卡斯还拿出了古代非数学家的信。查斯勒斯购买的信件中,还包括6封亚历山大大帝给亚里士多德的,1封克利奥帕特拉(Cleopatra)给恺撒(Caesar)的,1封抹大拉的玛利亚(Mary Magdalene)给拉撒路(Lazarus)的,还有1封给圣彼得的。每封信都写在纸上,而且全是法文的!看来,那27 000多封信,激情澎湃的查斯勒斯很多都没看过。

当查斯勒斯向法国科学院报告他关于帕斯卡领先牛顿的发现时,大家都很怀疑。查斯勒斯展示了他收藏的一些信件,不过有人指出,它们的笔迹与那些确定为帕斯卡信件的笔迹有所不同。那些信件还出现了五花八门的时代谬误,但每个疑难都被卢卡斯新拿出的信件应对过去了。经过几年的争论,查斯勒斯认输了。他拿出了全部的27 000封假信,而卢卡斯被送进监狱呆了两年。

卢卡斯在审讯时的辩护很有意思。他坚持认为自己没做什么错事——查斯勒斯买的东西货真价实,广泛报道的那些争论和检验激发了大众对历史的兴趣,学术的争论比以往任何时候都更令人振奋,而他本人则纯粹是为了爱国才那么做的。

人们奇怪查斯勒斯那么轻易就上当了,同时一定也惊讶卢卡斯的“殷勤”:把27 000封信做成古董,该是多么艰巨的任务!显然,他每天会花很多时间在图书馆里,为他“写信”准备知识。因为不懂希腊文,也不懂拉丁文,他工作起来困难重重。据法勒尔(J. A. Farrer)说,没人知道卢卡斯入狱后的事情。但伯特兰报告说,卢卡斯出狱后,又回到老本行,结果因惯犯又被判了三年。查斯勒斯挖苦说:“一开始就判他五年,岂不更好吗?”

查斯勒斯显然被这件事情弄得狼狈不堪,伯特兰说,那人够倒霉了——应该忘记过去的事情。但法勒尔却忍不住还要在伤口上撒点儿盐,那也许是对我们所有人的警告:

查斯勒斯在他那些宝贝引发的整个争论中所表现的逻辑上的无能,决定性地证明了数学研究带给推理能力的好处是多么苍白。一个国家的一流数学家,似乎并不比一个小孩儿更会推理。

英文正文

59° Michel Chasles and the forged autograph letters. [The following true story, which is related to Item 58° above, is a mixture of the amusing, the pathetic, and the incredible. It is here told, with permission, in the words of Dean R. A. Rosenbaum, from his elegant narration in the Historically Speaking section of The Mathematics Teacher, May, 1959, pp. 365–366.]

Educators often consider the question of “transfer.” For example, does the study of mathematics instill habits of logical thought which carry over to the analysis of problems in other rational disciplines? It is of interest in this connection to examine the behavior of professional mathematicians, to see whether they exhibit notably logical qualities in the nonmathematical aspects of their lives. The spectacle of a mathematician acting in a markedly irrational manner fills most observers with unholy glee. No such spectacle can surpass that of Michel Chasles and the forged autograph letters.

Chasles was one of the foremost geometers of the nineteenth century. His Aperçu historique sur l'origine et le développement des méthodes en Géométrie…, published as a memoir of the Academy of Brussels in 1837, is an extraordinary achievement of synthesis and generalization which won him immediate recognition. He contributed many theorems to geometry, and the “principle of algebraic correspondence” is known by his name. Joseph Bertrand quotes what he refers to as an oft-repeated sentence, “All the geometers of Europe are disciples of M. Chasles.”

But Chasles was an especially ardent French patriot, and his nationalistic pride led to a debacle. When shown some letters, purportedly written by Pascal, in which the laws of gravitational attraction were set out, he eagerly bought them; here was proof of France’s priority to Newton’s England! A scholar and bibliophile with a comfortable income, Chasles continued to buy documents from one Vrain-Denis Lucas during the period 1861–69.

The details of his purchases seem incredible. He bought over 27,000 letters, for about 140,000 francs. There were 175 letters from Pascal to Newton, 139 from Pascal to Galileo, and large numbers written by Galileo. But Lucas provided ancient, nonmathematical letters as well. Included in Chasles’ purchases were six from Alexander the Great to Aristotle, one from Cleopatra to Caesar, one from Mary Magdalene to Lazarus, and one from Lazarus to St. Peter. Every letter was written on paper, and in French! It is probably true that Chasles, in his ardor and enthusiasm, did not look at many of his 27,000 purchases.

When Chasles disclosed to the French Academy of Sciences his theory of Pascal’s priority to Newton, there was considerable scepticism. Chasles displayed some of his letters, and it was pointed out that the handwriting was not the same as that of letters which were indubitably Pascal’s. Various anachronisms appeared. Each was met by a new letter furnished by Lucas, in which the difficulties were explained away. But after several years of controversy, Chasles had to acknowledge defeat. He exhibited his entire stock of 27,000 forged letters, and Lucas was sent to prison for two years.

Lucas’s defense at his trial was interesting. He maintained that he had done nothing wrong—that Chasles had really received his money’s worth, that the controversy and trial, which were widely reported, had stimulated in the public a healthy interest in history, that the debates in the Academy had been much more exciting than usual, and that he, himself, had acted through patriotic motives.

At the same time that one marvels at Chasles’ gullibility, one must be amazed by Lucas’s industry: to “antique” paper for 27,000 letters is itself quite a task! Lucas apparently had spent many hours each day in libraries, acquiring historical knowledge for his writings. Since he knew neither Greek nor Latin, he was severely handicapped in his work. According to J. A. Farrer (in his Literary Forgeries, Longmans, Green, and Co., 1907, Chap. xii), nothing is known of Lucas after his prison sentence; but Bertrand reports that Lucas served his time, returned to his “profession” after release, and was resentenced to three years as a recidivist, Chasles asking wryly, “Wouldn’t it have been better to sentence him to five years from the start?”

Apparently Chasles was greatly embarrassed by the affair, and Bertrand remarks that the man had suffered enough—the matter should be forgotten. But Farrer can’t resist giving a twist of the knife, which may well serve as a warning to all of us:

The logical incapacity that M. Chasles displayed throughout the contest subsequently waged over his supposed treasures shows conclusively how insignificant is the benefit conferred on the reasoning faculties by mathematical studies. The leading mathematician of his country showed himself incapable of reasoning better than a child.

相关题目

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(原书未给出任何题目、提示或证明。)

我们可以从故事中思考什么

  • 为什么一流数学家查斯勒斯会相信如此明显的伪造信件?
  • 卢卡斯伪造了哪些不合理的信件?这些信件暴露了哪些问题?
  • 这个故事对“数学训练能提升推理能力”的观点提出了什么挑战?
  • 我们在日常生活中如何辨别虚假信息或伪造证据?

核心知识点讲解:逻辑推理与批判性思维

选择理由

故事的核心并非某条数学定理,而是对“数学研究能否培养推理能力”的拷问。查斯勒斯身为一流数学家,却在非数学的历史文献鉴别中表现出惊人的轻信。因此“逻辑推理与批判性思维”是贯穿故事的核心知识点。

概念介绍

逻辑推理是从已知前提出发,按照规则得出结论的思维过程。批判性思维则是在接受信息之前,主动质疑、评估证据、识别偏见和谬误的能力。二者相辅相成:逻辑保证推理形式正确,批判性思维则帮助检验前提和信息来源的可靠性。

具体内容

  1. 故事中查斯勒斯的表现:他拥有高超的几何推理能力,却在面对“帕斯卡信件”时忽视了笔迹差异、时代谬误、语言异常(如古人写信却用法文)等明显疑点。
  2. 卢卡斯的伪造手法:利用查斯勒斯的民族自豪感,不断提供“新信件”解释旧疑点,使骗局得以延续。
  3. 失败原因分析:

- 情感与偏见:强烈的爱国心使查斯勒斯希望“法国人领先英国人”; - 轻信权威: he may have trusted the seller and his own desire to believe; - 缺乏交叉验证:对 27 000 封信未做系统审阅; - 领域错位:几何推理能力并未自动迁移到文献鉴定领域。

  1. 结论:数学训练可能增强形式推理,但不能替代批判性思维、证据意识和跨领域审慎。

应用场景

  • 历史研究:鉴别文献真伪、考证作者与年代。
  • 科学研究:实验设计、数据验证、同行评议。
  • 日常生活:识别网络诈骗、虚假新闻、伪科学宣传。
  • 法律与新闻:证据审查、事实核查。

与生活的联系

学生常认为“数学好=聪明=不会被骗”。查斯勒斯的故事提醒我们:专业能力不等于全方位判断力。面对复杂信息时,需要主动质疑来源、检查证据、警惕情感和偏见,这些正是批判性思维的核心。

主要思想方法与延伸讨论

主要思想方法

  • 叙事论证:通过真实故事引出结论
  • 反例论证:用数学家的失败说明数学能力不等于全面推理能力
  • 证据评估:分析伪造信件的可疑之处
  • 跨学科反思:将数学教育、心理学与科学史联系起来

延伸讨论

  • 查斯勒斯为什么会对如此拙劣的伪造信深信不疑?
  • 如果你是查斯勒斯的同行,会如何劝他验证这些信件?
  • 互联网时代,我们如何像鉴定历史文献一样鉴别网络信息?
  • 学校应如何培养学生的批判性思维,而不仅仅是解题能力?