E. T. Whittaker

Edmund Taylor Whittaker was born in Southport, in Lancashire, the son of Selina Septima (née Taylor) and John Whittaker.[3] He was described as an "extremely delicate child", necessitating his mother to home school him until he was 11 years old, when he was sent off to Manchester Grammar School.[8] Ernest Barker, a classmate of Whittaker's at the Grammar School with whom he shared the office of prefect, later recalled his personality: "He had a gay, lively, bubbling spirit: he was ready for every prank: he survives in my memory as a natural actor; and I think he could also, on occasion, produce a merry poem."[9] While at the school, Whittaker studied on the "classical side", devoting three-fifths of his time to Latin and Greek.[8] Whittaker struggled with the poetry and drama which was required by the upper school, and expressed gratitude for being allowed to leave these studies behind and specialise in mathematics.[8]

In December 1891 Whittaker received an entrance scholarship to Trinity College, Cambridge.[1][8] After completing his education at the Manchester Grammar School he went on to study mathematics and physics there from 1892 to 1895.[10] He entered Trinity College as a minor scholar in October 1892 to study mathematics.[11] Whittaker was the pupil of Andrew Russell Forsyth and George Howard Darwin while at Trinity College and received tutoring throughout his first two years.[12] With an interest more in applied than pure mathematics, Whittaker won the Sheepshanks Astronomical Exhibition in 1894 as an undergraduate.[12] He graduated as Second Wrangler in the Cambridge Tripos examination in 1895.[13] The Senior Wrangler that year was Thomas John I'Anson Bromwich and Whittaker tied John Hilton Grace for second, all three along with three other participants, including Bertram Hopkinson, went on to be elected Fellows of the Royal Society.[1] He also received the Tyson Medal for Mathematics and Astronomy in 1896.[14]

Whittaker was a fellow of Trinity College, Cambridge from 1896 to 1906 when took on the role of Royal Astronomer of Ireland. He held this post in Dublin until 1912, when he was appointed chair of mathematics at the University of Edinburgh, a role he went on to hold for just over a third of a century. Throughout his career, he wrote papers on automorphic functions and special functions in pure mathematics as well as on electromagnetism, general relativity, numerical analysis and astronomy in applied mathematics and physics, and was also interested in topics in biography, history, philosophy and theology.[8] He also made several important innovations in Edinburgh that had a large impact on mathematical education and societies there.[15]

In 1896, Whittaker was elected as a Fellow of Trinity College, Cambridge, and remained at Cambridge as a teacher until 1906. In 1897, Whittaker was awarded the Smith Prize for his work on the paper "On the connexion of algebraic functions with automorphic functions", published in 1888.[13]

In 1902, Whittaker found a general solution to Laplace's equation, which received popular news coverage as a "remarkable discovery", though the mathematician Horace Lamb noted that it did not offer any new features.[16] He also wrote several celebrated books in his early career, publishing A Course of Modern Analysis in 1902 and following it up with A Treatise on the Analytical Dynamics of Particles and Rigid Bodies just two years later in 1904. In September of that year, Whittaker was forced to sell six silver forks at an auction to pay back taxes which he had previously refused to pay due to the Education Act 1902 requiring citizens to pay taxes to fund local Christian schools, such as the Roman Catholic Church and the Church of England.[17]

Prior to being compelled by a magistrate to repay the tax burden, Whittaker was one of several activists who engaged in passive resistance by refusing to pay the taxes.[17] In 1905, Whittaker was elected as a fellow of the Royal Society in recognition of his achievements.[2]

In 1906, Whittaker was appointed Andrews Professor of Astronomy at Trinity College Dublin, which came with the title Royal Astronomer of Ireland.[2] He succeeded Charles Jasper Joly at the post and was appointed upon recommendation from the astronomer Robert Stawell Ball.[18]

Ball's recommendation, which was published in a collection of his letters in 1915, stated that Whittaker was the only person he knew who could "properly succeed Joly" and that the role would "suit him in every way".[19][18] He then describes Whittaker as "modest" and "charming" and as "a man who has infinite capacity for making things go". Ball said Whittaker was a world leading expert in theoretical astronomy and that, in relation to Whittaker's discovery of a general solution to Laplace's equation, notes that he "has already made one discovery which the greatest mathematician of the last two centuries would be proud to have placed to his credit".[19][18]

The Royal Astronomers acted as directors for the Dunsink Observatory, which used outdated astronomy equipment; it was understood that the primary responsibility of the role was to teach mathematical physics at Trinity College.[2][20] During this time, the relative leisure of his post allowed him to complete the reading required to write his third major book A History of the Theories of Aether and Electricity, from the age of Descartes to the close of the nineteenth century.[21] Also during this time, he wrote the book The Theory of Optical Instruments, published six astronomy papers, and published collected astronomical observations.[18]

The 1913 Colloquium for the Edinburgh Mathematical Society. Whittaker is featured sitting at the far left end of the front row.

Whittaker became Professor of Mathematics at the University of Edinburgh in January 1912, where he remained for the rest of his career.[2][20] The role was left vacant by the death of his predecessor, George Chrystal in 1911.[20] He was elected as a Fellow of the Royal Society of Edinburgh in 1912, after being nominated by Cargill Gilston Knott, Ralph Allan Sampson, James Gordon MacGregor and Sir William Turner. He served as Secretary to the Society from 1916 to 1922, the Vice President from 1925 to 1928 and 1937 to 1939, and was President of the Society from 1939 to 1944, through the war years.[3] Whittaker began holding "research lectures" in mathematics at the university, typically given twice a week.[22] He was said to be a great lecturer by one of his previous attendees, who stated that his "clear diction, his felicity of language and his enthusiasm could not fail to evoke a response" and that he was very good with illustrations.[23][24]

Freeman Dyson commented on Whittaker's lecture style by saying that students were "warmed, not only by the physical presence of a big crowd packed together, but by the mental vigour and enthusiasm of the old man".[25] Whittaker's efforts helped transform the Edinburgh Mathematical Society from a teachers society to an academic research society and was a major driving force in introducing computational mathematics education to the UK and America.[15]

Shortly after coming to Edinburgh, Whittaker established the Edinburgh Mathematical Laboratory, one of the UK's first mathematical laboratories.[26] The laboratory was the first attempt of a systematic treatment of numerical analysis in Great Britain and friends of Whittaker have said he believes it his most notable contribution to the education of mathematics.[26] Subjects taught at the laboratory included interpolation, the method of least squares, systems of linear equations, determinants, roots of transcendental equations, practical Fourier analysis, definite integrals, and numerical solution of differential equations.[22] The laboratory program was so successful, it resulted in many requests for an extra summer course to allow others to attend who previously were unable, ultimately leading to the establishment of a colloquium through the Edinburgh Mathematical Society. In 1913, Whittaker established the Edinburgh Mathematical Society Colloquium and the first was held over five days in August of that year.[22]

The textbook The calculus of observations was compiled from courses given at the Laboratory over a ten-year period; the book was well received and ultimately went through four editions.[27]

Outside of the Royal Astronomer of Ireland and his roles in the Royal Society of Edinburgh, Whittaker held several notable academic posts, including president of the Mathematical Association from 1920 through 1921, president of the Mathematical and Physical Section (Section A) of the British Science Association in 1927, and was president of the London Mathematical Society from 1828 through 1829.[28] Whittaker also held the Gunning Victoria Jubilee Prize Lectureship for "his service to mathematics" with the Royal Society of Edinburgh from 1924 through 1928.[29]

He was elected either Honorary Fellow or Foreign Member in a number of academic organisations, including the Accademia dei Lincei in 1922, the Societa Reale di Napoli in 1936, the American Philosophical Society in 1944, the Académie royale de Belgique in 1946, the Faculty of Actuaries in 1918, the Benares Mathematical Society in 1920, the Indian Mathematical Society in 1924, and the Mathematical Association in 1935. In 1956, he was elected as a corresponding member of the Geometry section of the French Academy of Sciences a few days before his death.[4] Whittaker was also awarded honorary doctorates from several universities, including two LLDs from the University of St Andrews in 1926 and the University of California in 1934, an ScD from the Trinity College Dublin in 1906, and two D.Sc.s from the National University of Ireland in 1939 and University of Manchester in 1944.[2]

Whittaker published many works on philosophy and theism in the last years of his career and during his retirement in addition to his work on the second edition of A History of the Theories of Aether and Electricity. He released two books on Christianity and published several books and papers on the philosophy of Arthur Eddington.[30]

Whittaker was a Christian and became a convert to the Roman Catholic Church in 1930.[18] In relation to that, Pope Pius XI awarded him with the Pro Ecclesia et Pontifice in 1935 and appointed him to the Pontifical Academy of Sciences in 1936.[5] He was a member of the academy from 1936 onward and served as Honorary President of the Newman Society from 1943 to 1945.[4] Whittaker published two book-length works on the topic of Christianity, including The beginning and end of the world and Space and spirit.[31] The first of which was the result of the 1942 Riddell Memorial Lectures at Durham while the second is based on his 1946 Donnellan Lecture at Trinity College Dublin.[32] It has been remarked by physics historian Helge Kragh,[33] that in these books, Whittaker was "the only physical scientist of the first rank" who defended the strong entropic creation argument, which holds that as entropy always increases, the Universe must have started at a point of minimum entropy, which they argue implies the existence of a god.[31] Whittaker published several articles which draw connections between science, philosophy and theism between 1947 and 1952 in the BBC magazine The Listener, one of which Religion and the nature of the universe was republished in American Vogue, making him "a rare, if not unique, example of a man whose published work not only crossed disciplinary boundaries, but was published everywhere from Nature to Vogue."[28]

Whittaker retired from his position as chair of the mathematics department at the University of Edinburgh in September 1946, a role he held for over 33 years.[34] He was awarded emeritus professor status at the university which he retained until his death.[20] In retirement, Whittaker worked tirelessly the second edition of his A History of the Theories of Aether and Electricity, releasing The Classical Theories just a few years later.[5] He also continued publishing works in philosophy and theism. James Robert McConnell noted that Whittaker's research in the connection between physics and philosophy spanned nearly forty publications written over his last 15 years.[35] During the three years prior to the publication of second volume of his History, Whittaker had already determined that he was going to give priority for the discovery of special relativity to Henri Poincaré and Hendrik Lorentz in the new book.[36] Max Born, a friend of Whittaker's, wrote a letter to Einstein in September 1953 explaining that he had done all he could over the previous three years to convince Whittaker to change his mind about Einstein's role, but Whittaker was resolved in the idea and, according to Born, he "cherished" and "loved to talk" about it.[36] Born told Einstein that Whittaker insists that all the important features were developed by Poincaré while Lorentz "quite plainly had the physical interpretation", which annoyed Born as Whittaker was a "great authority in the English speaking countries" and he was worried that Whittaker's view would influence others.[36]

Whittaker died at his home, 48 George Square, Edinburgh, on 24 March 1956.[37] He was buried at Mount Vernon Cemetery in Edinburgh, with "mathematical precision at a depth of 6 ft. 6 inches", according to the cemetery register.[28] His entry in the Biographical Memoirs of Fellows of the Royal Society was written by George Frederick James Temple in November 1956.[2] He received published obituaries from Alexander Aitken,[38] Herbert Dingle,[39] Gerald James Whitrow,[32] and William Hunter McCrea,[40] among others.[41][23] His house was owned by the University of Edinburgh and was demolished in the 1960s to expand the campus and now holds the William Robertson Building.[42]

In 1901, while at Cambridge, he married Mary Ferguson Macnaghten Boyd, the daughter of a Presbyterian minister and granddaughter of Thomas Jamieson Boyd.[2] They had five children, two daughters and three sons including the mathematician John Macnaghten Whittaker (1905–1984).[5] His elder daughter, Beatrice, married Edward Taylor Copson, who would later become Professor of Mathematics at the University of St Andrews.[43]

George Frederick James Temple noted that Whittaker's home in Edinburgh was "a great centre of social and intellectual activity where liberal hospitality was dispensed to students of all ages",[2] and went on to note that Whittaker had a happy home life and was well loved by his family.[2] Whittaker kept a piano in his home which he did not know how to play, but enjoyed listening to friends play when they would come to visit.[5] Whittaker was also known to take a personal interest in his students and would invite them to social gatherings at his house.[5][23] He also continued to keep track of his Honours students over the years.[5] His home was also the location of many unofficial interviews that would have a large impact on a student's future career.[23] After his death, William Hunter McCrea described Whittaker as having a "quick wit" with an "ever-present sense of humour" and being "the most unselfish of men with a delicate sense of what would give help or pleasure to others".[40] He notes that Whittaker had a "vast number of friends" and that he "never missed an opportunity to do or say something on behalf of any one of them".[40]

Whittaker is the eponym of the Whittaker function or Whittaker integral, in the theory of confluent hypergeometric functions.[51] This makes him also the eponym of the Whittaker model in the local theory of automorphic representations.[52] He published also on algebraic functions, though they were typically limited to special cases.[20] Whittaker had a lifelong interest in automorphic functions and he published three papers on the topic throughout his career.[53] Among other contributions, he found the general expression for the Bessel functions as integrals involving Legendre functions.[51]

Whittaker also made contributions to the theory of partial differential equations, harmonic functions and other special functions of mathematical physics, including finding a general solution to Laplace's equation that became a standard part of potential theory.[54] Whittaker developed a general solution of the Laplace equation in three dimensions and the solution of the wave equation.[55]

Whittaker wrote three scientific treatises which were highly influential, A Course of Modern Analysis, Analytical Dynamics of Particles and Rigid Bodies, and The Calculus of Observations.[56] In 1956, Gerald James Whitrow stated that two of them not only were required reading for British mathematicians, but were regarded as fundamental components of their personal libraries.[32] Despite the success of these books and his other researchers and their influence in mathematics and physics, the second edition of Whittaker's A History of the Theories of Aether and Electricity has been called his "magnum opus".[5][32][20] In reference to the title's popularity, William Hunter McCrea predicted that future readers would have a hard time acknowledging it was the result of just "a few years at both ends of a career of the highest distinction in other pursuits."[57]

Whittaker also wrote The theory of optical instruments during his time as Royal Astronomer of Ireland as well as several books on philosophy and theism.[56] Whittaker's bibliography in the Biographical Memoirs of Fellows of the Royal Society includes 11 books and monographs, 56 mathematics and physics articles, 35 philosophy and history articles, and 21 biographical articles, excluding popular and semi-popular articles published in magazines such as Scientific American.[48] In the bibliography compiled by McCrea in 1957, there are 13 books and monographs and the same journal articles, also excluding popular articles.[58] Among other topics, Whittaker wrote a total of ten papers on electromagnetism and general relativity.[47]

Whittaker was the original author of the classic textbook A Course of Modern Analysis, first published in 1902.[59] There were three more editions of the book all in collaboration with George Neville Watson, resulting in the famous colloquial name Whittaker & Watson. The work is subtitled an introduction to the general theory of infinite processes and of analytic functions; with an account of the principal transcendental functions and is a classic textbook in mathematical analysis, remaining in print continuously since its release over a hundred years ago.[43] It covered topics previously unavailable in English, such as complex analysis, mathematical analysis, and the Special functions used in mathematical physics.[56] George Frederick James Temple noted that it was unmatched in these aspects "for many years".[56] The book was an edited set of lecture notes from the Cambridge Tripos courses Whittaker taught and contained results from mathematicians such as Augustin-Louis Cauchy and Karl Weierstrass which were relatively unknown to English speaking countries.[60] A. C. Aitken noted the books have been widely influential in the study of special functions and their associated differential equations as well as in the study of functions of complex variables.[20]

Whittaker's second major work, A Treatise on the Analytical Dynamics of Particles and Rigid Bodies was first published in 1904, and quickly became a classic textbook in mathematical physics and analytical dynamics, a branch of classical mechanics.[61] It has remained in print for most of its lifetime, over more than a hundred years, and has been said to have "remarkable longevity".[61] The book represented the forefront of development at the time of publication, where many reviewers noted it contained material otherwise non-existent in the English language.[61] The book was a landmark textbook, providing the first systematic treatment in English for the theory of Hamiltonian dynamics, which played a fundamental role in the development of quantum mechanics.[60] A. C. Aitken called the book "epoch making in a very precise sense", noting that just before the development of the theory of relativity, the book provided a detailed summary of classical dynamics and the progress that had been made in Lagrangian mechanics and Hamiltonian mechanics, including work from Henri Poincaré and Tullio Levi-Civita.[20] The book has received many recommendations, including from Victor Lenzen in 1952, nearly 50 years after its initial publication, who said the book was still the "best exposition of the subject on the highest possible level".[62] It was noted in a 2014 article covering the book's development, published in the Archive for History of Exact Sciences, that the book was used for more than just a historical book, where it was pointed out that of the 114 books and papers that cited the book between 2000 and 2012, "only three are of a historical nature".[61] In that same period, the book was said to be "highly recommended to advanced readers" in the 2006 engineering textbook Principles of Engineering Mechanics.[63]

In 1910, Whittaker wrote A History of the Theories of Aether and Electricity,[64] which gave a detailed account of the aether theories from René Descartes to Hendrik Lorentz and Albert Einstein, including the contributions of Hermann Minkowski. The book was well received and established Whittaker as a respected historian of science.[65] A second, revised and extended edition was later released. The first volume, subtitled the classical theories, was published in 1951[66] and served as a revised and updated edition of the first book. The second volume, published in 1953,[67] extended this work covering the years 1900–1926. Notwithstanding a notorious controversy on Whittaker's views on the history of special relativity, covered in volume two of the second edition, the books are considered authoritative references on the history of classical electromagnetism[68] and are considered classic books in the history of physics.[69] Due to the book's role in the relativity priority dispute, however, the second volume is cited far less than the first volume and first edition, except in connection with the controversy.[70]

Whittaker is also remembered for his role in the relativity priority dispute, a historic controversy over credit for the development of special relativity. In a chapter named "The Relativity Theory of Poincaré and Lorentz" in the second volume of the second edition of A History of the Theories of Aether and Electricity, Whittaker credited Henri Poincaré and Hendrik Lorentz for developing the theory; he attributed to Einstein's special relativity paper relatively little importance, saying it "set forth the relativity theory of Poincaré and Lorentz with some amplifications, and which attracted much attention".[71] Max Born, a friend of Whittaker's, wrote to Einstein expressing his concern about the book's publication and wrote a rebuttal in his 1956 book.[36][72] The controversy was also mentioned in one of Whittaker's obituaries by Gerald James Whitrow, who said that he had written Whittaker a letter explaining how the latter's views "did not do justice to the originality of Einstein's philosophy", but remarked that he understood why Whittaker felt the need to correct the popular misconception that Einstein's contribution was unique.[32] Max Born's rebuttal, published in his 1956 book, also argues that while the contributions of Lorentz and Poincaré should not be overlooked, it was the postulates and philosophy of Einstein's theory that "distinguishes Einstein’s work from his predecessors and gives us the right to speak of Einstein’s theory of relativity, in spite of Whittaker’s different opinion".[72] Though the dispute has lasted decades, most scholars have rejected Whittaker's arguments and scientific consensus has continued to hold that special relativity was Einstein's development.[73]